CITY OF HOPE: Form 990, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- CITY OF HOPE (EIN 95-3435919)
- Tax period
- 2023-10-01 to 2024-09-30
- Filed
- 2025-08-13
- IRS object ID
- 202532259349301508
- 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
- Form 990
- Schedule A
- Schedule B
- Schedule D
- Schedule F
- Schedule G
- Schedule I
- Schedule J
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-08-13T06:50:07+00:00 | ReturnTs |
| Tax Period End | 2024-09-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 346565596 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ERNST & YOUNG US LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 18101 VON KARMAN AVENUE | AddressLine1Txt |
| City | IRVINE | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 92612 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2023-10-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 953435919 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CITY OF HOPE | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | CITY | BusinessNameControlTxt |
| Phone | 6262564673 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1500 EAST DUARTE ROAD | AddressLine1Txt |
| City | DUARTE | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 91010 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Yvette Tremonti | PersonNm |
| Person Title | Treasurer & CFO | PersonTitleTxt |
| Signature | 2025-08-13 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (true) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Kara Adams | PreparerPersonNm |
| PTIN | P00023315 | PTIN |
| Phone | 9497942300 | PhoneNum |
| Preparation | 2025-08-01 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990 IRS990
Principal Ofcr Business Name PrincipalOfcrBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ROBERT W STONE | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1500 EAST DUARTE ROAD | AddressLine1Txt |
| City | DUARTE | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 91010 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $1,498,188,293 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| Group Exemption | 4037 | GroupExemptionNum |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | cityofhope.org | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1980 | FormationYr |
| Legal Domicile State | CA | LegalDomicileStateCd |
| Activity Or Mission | City of Hope's mission is to make hope a reality for all touched by cancer and diabetes. Our vision is to conquer cancer and diabetes for people everywhere by integrating scientific discovery, clinical ingenuity, and compassion. | ActivityOrMissionDesc |
| Voting Members Governing Body | 13 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 13 | VotingMembersIndependentCnt |
| Total Employee | 230 | TotalEmployeeCnt |
| Total Volunteers | 10000 | TotalVolunteersCnt |
| Total Gross UBI | $17,205,768 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $5,009,722 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $259,079,713 | PYContributionsGrantsAmt |
| CY Contributions Grants | $284,299,801 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $675,000 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $675,000 | CYProgramServiceRevenueAmt |
| PY Investment Income | $63,096,588 | PYInvestmentIncomeAmt |
| CY Investment Income | $120,516,151 | CYInvestmentIncomeAmt |
| PY Other Revenue | $7,165,053 | PYOtherRevenueAmt |
| CY Other Revenue | $7,815,242 | CYOtherRevenueAmt |
| PY Total Revenue | $330,016,354 | PYTotalRevenueAmt |
| CY Total Revenue | $413,306,194 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $86,164,731 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $88,862,682 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $51,132,596 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $56,201,749 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $6,551,631 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $5,778,864 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $47,395,345 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $23,150,484 | PYOtherExpensesAmt |
| CY Other Expenses | $70,846,077 | CYOtherExpensesAmt |
| PY Total Expenses | $166,999,442 | PYTotalExpensesAmt |
| CY Total Expenses | $221,689,372 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $163,016,912 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $191,616,822 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $2,879,655,762 | TotalAssetsBOYAmt |
| Total Assets EOY | $4,156,540,828 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $324,651,660 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $1,191,360,100 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $2,555,004,102 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $2,965,180,728 | NetAssetsOrFundBalancesEOYAmt |
| Mission | City of Hope's mission is to make hope a reality for all touched by cancer and diabetes. PLEASE SEE SCHEDULE O FOR A CONTINUATION OF OUR MISSION | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $88,862,682 | ExpenseAmt |
| Grant | $88,862,682 | GrantAmt |
| Revenue | $675,000 | RevenueAmt |
| Desc | CONTRIBUTIONS ARE SOLICITED FOR SUPPORT OF PROGRAMS IN SCIENTIFIC AND MEDICAL RESEARCH, PATIENT CARE AND RELATED SERVICES AND PUBLIC INFORMATION AND EDUCATION PERFORMED AT CITY OF HOPE NATIONAL MEDICAL CENTER, CITY OF HOPE MEDICAL FOUNDATION, THE TRANSLATIONAL GENOMICS RESEARCH INSTITUTE, THE TRANSLATIONAL GENOMICS RESEARCH INSTITUTE FOUNDATION, BECKMAN RESEARCH INSTITUTE OF THE CITY OF HOPE, CITY OF HOPE CHICAGO, CITY OF HOPE ATLANTA AND CITY OF HOPE PHOENIX. | Desc |
| Total Program Service Expenses | $88,862,682 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (true) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (true) | ScheduleBRequiredInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | false | LobbyingActivitiesInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Conservation Easements | false | ConservationEasementsInd |
| Collections Of Art | false | CollectionsOfArtInd |
| Credit Counseling | Yes (true) | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | Yes (true) | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (true) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | Yes (true) | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | false | ReportProgramRelatedInvstInd |
| Report Other Assets | Yes (true) | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (true) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (true) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | false | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (true) | ConsolidatedAuditFinclStmtInd |
| School Operating | false | SchoolOperatingInd |
| Foreign Office | false | ForeignOfficeInd |
| Foreign Activities | Yes (true) | ForeignActivitiesInd |
| More Than5000 K To Org | false | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividualsInd |
| Professional Fundraising | Yes (true) | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (true) | FundraisingActivitiesInd |
| Gaming Activities | Yes (true) | GamingActivitiesInd |
| Operate Hospital | false | OperateHospitalInd |
| Grants To Organizations | Yes (true) | GrantsToOrganizationsInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Schedule J Required | Yes (true) | ScheduleJRequiredInd |
| Tax Exempt Bonds | false | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | false | PYExcessBenefitTransInd |
| Loan Outstanding | false | LoanOutstandingInd |
| Grant To Related Person | false | GrantToRelatedPersonInd |
| Business Rln With Org Mem | false | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | false | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | false | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | Yes (true) | DeductibleNonCashContriInd |
| Deductible Art Contribution | Yes (true) | DeductibleArtContributionInd |
| Terminate Operations | false | TerminateOperationsInd |
| Partial Liquidation | false | PartialLiquidationInd |
| Disregarded Entity | Yes (true) | DisregardedEntityInd |
| Related Entity | Yes (true) | RelatedEntityInd |
| Related Organization Ctrl Ent | Yes (true) | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | Yes (true) | TransactionWithControlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | false | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | false | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (true) | ScheduleORequiredInd |
| Info In Schedule O Part V | Yes (X) | InfoInScheduleOPartVInd |
| IRP Document | 136 | IRPDocumentCnt |
| IRP Document W2 G | 5 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (true) | BackupWthldComplianceInd |
| Employee | 230 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (true) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | Yes (true) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (true) | Form990TFiledInd |
| Foreign Financial Account | false | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | false | TaxablePartyNotificationInd |
| Nondeductible Contributions | false | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | Yes (true) | QuidProQuoContributionsInd |
| Quid Pro Quo Contri Discl | Yes (true) | QuidProQuoContriDisclInd |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | false | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | Yes (true) | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | false | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 13 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 13 | IndependentVotingMemberCnt |
| Family Or Business Rln | Yes (true) | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | false | DelegationOfMgmtDutiesInd |
| Change To Org Documents | false | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | false | MembersOrStockholdersInd |
| Election Of Board Members | false | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | false | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (true) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | false | MinutesOfCommitteesInd |
| Officer Mailing Address | false | OfficerMailingAddressInd |
| Local Chapters | Yes (true) | LocalChaptersInd |
| Policies Reference Chapters | Yes (true) | PoliciesReferenceChaptersInd |
| Form990 Provided To Gvrn Body | Yes (true) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (true) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (true) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (true) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (true) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (true) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (true) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (true) | CompensationProcessOtherInd |
| Investment In Joint Venture | false | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | CA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | FL | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | GA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | AL | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | HI | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | IL | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | KS | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | KY | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MD | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MI | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MN | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MS | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NH | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NJ | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NM | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NY | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NC | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | ND | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | OR | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | PA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | RI | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | SC | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | TN | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | UT | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | VA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | AR | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | WV | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | WI | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Yvette Tremonti | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 6262564673 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1500 EAST DUARTE ROAD | AddressLine1Txt |
| City | DUARTE | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 91010 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (29 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Key EmployeeKeyEmployeeInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd | Former Ofcr Director TrusteeFormerOfcrDirectorTrusteeInd |
|---|---|---|---|---|---|---|---|---|---|---|
| Glenn D Steele Jr MD PhD | ||||||||||
| Director & Chair of the Board | 2.0 | 6.0 | Yes (X) | Yes (X) | $0 | $0 | $0 | |||
| Adrienne White-Faines | ||||||||||
| Director | 2.0 | 2.0 | Yes (X) | $0 | $0 | $0 | ||||
| Barbara Bruser CFA | ||||||||||
| Director | 2.0 | 6.0 | Yes (X) | $0 | $0 | $0 | ||||
| Matthew Hobart | ||||||||||
| Director | 2.0 | 2.0 | Yes (X) | $0 | $0 | $0 | ||||
| Morgan Chu Esq | ||||||||||
| Director | 2.0 | 11.0 | Yes (X) | $0 | $0 | $0 | ||||
| Pamela Boneham | ||||||||||
| Director | 2.0 | 2.0 | Yes (X) | $0 | $0 | $0 | ||||
| Philip Fasano | ||||||||||
| Director | 2.0 | 6.0 | Yes (X) | $0 | $0 | $0 | ||||
| Ronald L Sargent | ||||||||||
| Director, Vice Chair | 2.0 | 8.0 | Yes (X) | $0 | $0 | $0 | ||||
| Selwyn Isakow | ||||||||||
| Director, Immediate Past Chair | 2.0 | 10.0 | Yes (X) | $0 | $0 | $0 | ||||
| Stephanie Okey | ||||||||||
| Director | 2.0 | 4.0 | Yes (X) | $0 | $0 | $0 | ||||
| Steven B Fink | ||||||||||
| Director | 2.0 | 8.0 | Yes (X) | $0 | $0 | $0 | ||||
| Suzanne Vautrinot | ||||||||||
| Director | 2.0 | 8.0 | Yes (X) | $0 | $0 | $0 | ||||
| William J Post | ||||||||||
| Director | 2.0 | 8.0 | Yes (X) | $0 | $0 | $0 | ||||
| Cristin J O'Callahan | ||||||||||
| General Counsel & Corp Secretary | 10.0 | 51.0 | Yes (X) | $186,671 | $944,668 | $341,125 | ||||
| Donald J Matthewson | ||||||||||
| Assistant Treasurer | 12.0 | 48.0 | Yes (X) | $125,464 | $501,856 | $12,060 | ||||
| Jo Ann Escasa-Haigh | ||||||||||
| Chief Business Officer | 12.0 | 48.0 | Yes (X) | $365,936 | $1,463,743 | $150,513 | ||||
| Kristin Bertell | ||||||||||
| Chief Philanthropy Officer | 48.0 | 12.0 | Yes (X) | $995,258 | $248,814 | $314,901 | ||||
| Robert W Stone | ||||||||||
| President & CEO | 21.0 | 39.0 | Yes (X) | $1,564,445 | $2,918,205 | $1,667,332 | ||||
| Yvette Tremonti | ||||||||||
| Treasurer/Chief Financial Officer | 10.0 | 51.0 | Yes (X) | $0 | $0 | $24,162 | ||||
| Debra F Fields | ||||||||||
| Exec VP & Chief Transformation Ofc | 12.0 | 48.0 | $340,881 | $1,363,523 | $384,116 | Yes (X) | ||||
| Kevin Manemann | ||||||||||
| EVP & Chief Integration Offcr | 3.0 | 57.0 | $68,829 | $1,307,750 | $119,131 | Yes (X) | ||||
| Mark Hulse | ||||||||||
| Chief Digital Officer | 12.0 | 48.0 | $276,672 | $1,106,688 | $42,307 | Yes (X) | ||||
| Annette M Walker | ||||||||||
| President of COH OC Cancer Ctr | 15.0 | 45.0 | $543,458 | $1,630,374 | $343,370 | Yes (X) | ||||
| Harlan Alcon Levine | ||||||||||
| Pres, Hlth Innovation & Policy | 11.0 | 49.0 | $364,681 | $1,624,490 | $403,546 | Yes (X) | ||||
| John D Carpten | ||||||||||
| Chf Sci Off, BRI Dir, Canc Ctr Dir | 9.0 | 51.0 | $155,844 | $883,116 | $100,957 | Yes (X) | ||||
| Steven Terry Rosen MD | ||||||||||
| EVP,Dir Emeritus Comp Canc Ctr & BRI | 6.0 | 54.0 | $173,661 | $1,562,947 | $305,760 | Yes (X) | ||||
| Vijay Trisal MD | ||||||||||
| System Chief Clinical Officer | 2.0 | 58.0 | $37,057 | $1,074,649 | $148,148 | Yes (X) | ||||
| Jennifer Parkhurst | ||||||||||
| Former Officer | 12.0 | 48.0 | $312,857 | $1,251,429 | $64,845 | Yes (X) | ||||
| Philip Okala | ||||||||||
| Former Officer | 12.0 | 48.0 | $175,540 | $702,160 | $14,345 | Yes (X) | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $5,687,254 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $18,584,412 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $4,436,618 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 113 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | Yes (true) | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (true) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | Address Line2ContractorAddress/USAddress/AddressLine2Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|---|
| PURSUANT GROUP INC | ||||||
| 5151 BELT LINE RD | STE 900 | DALLAS | TX | 75248 | PROFESSIONAL FUNDRAISER | $4,930,997 |
| PHOENIX CONSTRUCTION & MANAGEMENT INC | ||||||
| 515 S FLOWER ST | STE 1270 | LOS ANGELES | CA | 90071 | CONSTRUCTION SERVICES | $1,777,430 |
| THREE SIXTY ADVISORY GROUP LLC | ||||||
| 301 N LAKE AVE | 930 | PASADENA | CA | 91101 | MANAGEMENT SERVICES | $1,306,400 |
| CHAPMAN CUBINE ALLEN & HUSSEY INC | ||||||
| 1600 WILSON BLVD | 300 | ARLINGTON | VA | 22209 | PROFESSIONAL FUNDRAISER | $1,045,575 |
| ALLEGIANCE GROUP | ||||||
| 4840 AMBER VALLEY PKWY S | STE C | FARGO | ND | 58104 | PROFESSIONAL FUNDRAISER | $861,685 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 42 | CntrctRcvdGreaterThan100KCnt |
| Fundraising | $33,905,007 | FundraisingAmt |
| All Other Contributions | $250,394,794 | AllOtherContributionsAmt |
| Noncash Contributions | $28,785,396 | NoncashContributionsAmt |
| Total Contributions | $284,299,801 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Rental Income from Related Entity | Desc |
| Business | 531120 | BusinessCd |
| Total Revenue Column | $675,000 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $675,000 | RelatedOrExemptFuncIncomeAmt |
Total Oth Program Service Rev TotalOthProgramServiceRevGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $0 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $675,000 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $30,475,052 | TotalRevenueColumnAmt |
| Exclusion | $30,475,052 | ExclusionAmt |
Royalties Revenue RoyaltiesRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $9,719 | TotalRevenueColumnAmt |
| Exclusion | $9,719 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $235,918 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $235,918 | RealAmt |
| Personal | $0 | PersonalAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $235,918 | TotalRevenueColumnAmt |
| Exclusion | $235,918 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $1,162,216,224 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $1,072,175,125 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $90,041,099 | SecuritiesAmt |
| Other | $0 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $90,041,099 | TotalRevenueColumnAmt |
| Exclusion | $90,041,099 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $1,941,245 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $33,905,007 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $12,700,400 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$10,759,155 | TotalRevenueColumnAmt |
| Exclusion | -$10,759,155 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gaming Gross Income | $1,033,239 | GamingGrossIncomeAmt |
| Gaming Direct Expenses | $6,574 | GamingDirectExpensesAmt |
Net Income From Gaming NetIncomeFromGamingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,026,665 | TotalRevenueColumnAmt |
| Exclusion | $1,026,665 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Unrelated Business RevenueUnrelatedBusinessRevenueAmt | ExclusionExclusionAmt |
|---|---|---|---|---|
| AccessHope | 541610 | $9,471,577 | $9,471,577 | |
| Investment Income - Schedules K-1 | 901101 | $7,734,191 | $7,734,191 | |
| CASH SURRENDER VALUE | 900099 | $96,327 | $96,327 |
Miscellaneous Revenue MiscellaneousRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $0 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $17,302,095 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $413,306,194 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $675,000 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $17,205,768 | UnrelatedBusinessRevenueAmt |
| Exclusion | $111,125,625 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $88,862,682 | TotalAmt |
| Program Services | $88,862,682 | ProgramServicesAmt |
Benefits To Members BenefitsToMembersGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,033,260 | TotalAmt |
| Management And General | $2,436,847 | ManagementAndGeneralAmt |
| Fundraising | $1,596,413 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $44,922,170 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $27,141,429 | ManagementAndGeneralAmt |
| Fundraising | $17,780,741 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,287,482 | TotalAmt |
| Management And General | $777,881 | ManagementAndGeneralAmt |
| Fundraising | $509,601 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,893,365 | TotalAmt |
| Management And General | $1,748,136 | ManagementAndGeneralAmt |
| Fundraising | $1,145,229 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,065,472 | TotalAmt |
| Management And General | $1,852,121 | ManagementAndGeneralAmt |
| Fundraising | $1,213,351 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,252,711 | TotalAmt |
| Management And General | $1,252,711 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $37,368 | TotalAmt |
| Management And General | $37,368 | ManagementAndGeneralAmt |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,778,864 | TotalAmt |
| Fundraising | $5,778,864 | FundraisingAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,842,011 | TotalAmt |
| Management And General | $659,866 | ManagementAndGeneralAmt |
| Fundraising | $2,182,145 | FundraisingAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,216,890 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $2,026,845 | ManagementAndGeneralAmt |
| Fundraising | $5,190,045 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $323,632 | TotalAmt |
| Management And General | $125,374 | ManagementAndGeneralAmt |
| Fundraising | $198,258 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,147,670 | TotalAmt |
| Management And General | $353,537 | ManagementAndGeneralAmt |
| Fundraising | $4,794,133 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,573,712 | TotalAmt |
| Management And General | $829,758 | ManagementAndGeneralAmt |
| Fundraising | $2,743,954 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $262,767 | TotalAmt |
| Management And General | $101,795 | ManagementAndGeneralAmt |
| Fundraising | $160,972 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,065,416 | TotalAmt |
| Management And General | $412,738 | ManagementAndGeneralAmt |
| Fundraising | $652,678 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,931,340 | TotalAmt |
| Management And General | $457,390 | ManagementAndGeneralAmt |
| Fundraising | $1,473,950 | FundraisingAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $43,140,754 | TotalAmt |
| Management And General | $43,140,754 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,216,772 | TotalAmt |
| Management And General | $1,000,335 | ManagementAndGeneralAmt |
| Fundraising | $216,437 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $304,293 | TotalAmt |
| Management And General | $117,882 | ManagementAndGeneralAmt |
| Fundraising | $186,411 | FundraisingAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|
| Other Expenses | $1,020,640 | $373,584 | $647,056 |
| Grants Bad Debt Expenses | $541,954 | $209,951 | $332,003 |
| Dues & Subscriptions | $464,658 | $180,006 | $284,652 |
| Taxes, Licenses, and Business Fees | $366,784 | $142,091 | $224,693 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $136,705 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $52,946 | ManagementAndGeneralAmt |
| Fundraising | $83,759 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $221,689,372 | TotalAmt |
| Program Services | $88,862,682 | ProgramServicesAmt |
| Management And General | $85,431,345 | ManagementAndGeneralAmt |
| Fundraising | $47,395,345 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $22,712,238 | BOYAmt |
| EOY | $75,309,035 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $33,776,662 | BOYAmt |
| EOY | $99,410,963 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $313,046,056 | BOYAmt |
| EOY | $399,319,881 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $146,905 | BOYAmt |
| EOY | $150,248 | EOYAmt |
Receivables From Officers Etc ReceivablesFromOfficersEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,472,797 | BOYAmt |
| EOY | $4,435,467 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $38,932,390 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $20,162,092 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $15,362,839 | BOYAmt |
| EOY | $18,770,298 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $417,043,673 | BOYAmt |
| EOY | $461,649,973 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,264,734,350 | BOYAmt |
| EOY | $1,480,403,485 | EOYAmt |
Investments Program Related InvestmentsProgramRelatedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $132,592,509 | BOYAmt |
| EOY | $160,055,581 | EOYAmt |
Intangible Assets IntangibleAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $678,767,733 | BOYAmt |
| EOY | $1,457,035,897 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,879,655,762 | BOYAmt |
| EOY | $4,156,540,828 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $13,444,138 | BOYAmt |
| EOY | $347,553,041 | EOYAmt |
Grants Payable GrantsPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,447,568 | BOYAmt |
| EOY | $2,964,546 | EOYAmt |
Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Escrow Account Liability EscrowAccountLiabilityGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Loans From Officers Directors LoansFromOfficersDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $123,408,118 | BOYAmt |
| EOY | $207,900,000 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $184,351,836 | BOYAmt |
| EOY | $632,942,513 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $324,651,660 | BOYAmt |
| EOY | $1,191,360,100 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,485,135,580 | BOYAmt |
| EOY | $1,702,586,886 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,069,868,522 | BOYAmt |
| EOY | $1,262,593,842 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,555,004,102 | BOYAmt |
| EOY | $2,965,180,728 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,879,655,762 | BOYAmt |
| EOY | $4,156,540,828 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $191,616,822 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $218,284,804 | NetUnrlzdGainsLossesInvstAmt |
| Prior Period Adjustments | $275,000 | PriorPeriodAdjustmentsAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | false | AccountantCompileOrReviewInd |
| FS Audited | Yes (true) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Consolidated Basis Fincl Stmt | Yes (X) | ConsolidatedBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (true) | AuditCommitteeInd |
| Federal Grant Audit Required | false | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $164,381,915 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $274,401,758 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $203,662,896 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $259,079,713 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $284,299,801 | CurrentTaxYearAmt |
| Total | $1,185,826,083 | TotalAmt |
Tax Rev Levied Orgnztnl Bnft170 TaxRevLeviedOrgnztnlBnft170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Govt Furn Srvc Fclts Vl170 GovtFurnSrvcFcltsVl170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $164,381,915 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $274,401,758 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $203,662,896 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $259,079,713 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $284,299,801 | CurrentTaxYearAmt |
| Total | $1,185,826,083 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $194,939,146 | SubstantialContributorsTotAmt |
| Public Support Total170 | $990,886,937 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $174,728,859 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $68,824,325 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $29,375,958 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $22,548,535 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $38,454,880 | CurrentTaxYearAmt |
| Total | $333,932,557 | TotalAmt |
Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $4,085 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $431,734 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,191,493 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $0 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $9,471,577 | CurrentTaxYearAmt |
| Total | $11,098,889 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $102,300 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $870,102 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $260,353 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $115,086 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $96,327 | CurrentTaxYearAmt |
| Total | $1,444,168 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $1,532,301,697 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $5,907,321 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.6467 | PublicSupportCY170Pct |
| Public Support PY170 | 0.4944 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Form990 Schedule A Part VI Form990ScheduleAPartVIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Schedule A, Part II, Line 10 Other Income | FormAndLineReferenceDesc |
| Explanation | DESCRIPTION - CASH SURRENDER VALUE, COLUMN A - 93633.0, COLUMN B - 867032.0, COLUMN C - 243827.0, COLUMN D - 109460.0, COLUMN E - 96327.0, COLUMN F - 1410279.0; DESCRIPTION - OTHER INCOME, COLUMN A - 8667.0, COLUMN B - 3070.0, COLUMN C - 16526.0, COLUMN D - 5626.0, COLUMN E - 0.0, COLUMN F - 33889.0; | ExplanationTxt |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Agent Trustee Etc | Yes (true) | AgentTrusteeEtcInd |
| Beginning Balance | $41,118,191 | BeginningBalanceAmt |
| Additions During Year | $14,212,821 | AdditionsDuringYearAmt |
| Distributions During Year | $29,117,743 | DistributionsDuringYearAmt |
| Ending Balance | $26,213,269 | EndingBalanceAmt |
| Incl Escrow Custodial Acct Liab | false | InclEscrowCustodialAcctLiabInd |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $500,776,129 | BeginningYearBalanceAmt |
| Contributions | $22,319,452 | ContributionsAmt |
| Investment Earnings Or Losses | $112,999,774 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $10,640,162 | OtherExpendituresAmt |
| End Year Balance | $625,455,193 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $407,076,229 | BeginningYearBalanceAmt |
| Contributions | $37,396,778 | ContributionsAmt |
| Investment Earnings Or Losses | $69,751,176 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $11,808,177 | OtherExpendituresAmt |
| Administrative Expenses | $1,639,877 | AdministrativeExpensesAmt |
| End Year Balance | $500,776,129 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $457,290,253 | BeginningYearBalanceAmt |
| Contributions | $35,457,157 | ContributionsAmt |
| Investment Earnings Or Losses | -$82,973,403 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $1,467,058 | OtherExpendituresAmt |
| Administrative Expenses | $1,230,720 | AdministrativeExpensesAmt |
| End Year Balance | $407,076,229 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $353,427,277 | BeginningYearBalanceAmt |
| Contributions | $6,400,878 | ContributionsAmt |
| Investment Earnings Or Losses | $114,921,220 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $16,311,814 | OtherExpendituresAmt |
| Administrative Expenses | $1,147,308 | AdministrativeExpensesAmt |
| End Year Balance | $457,290,253 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $330,000,397 | BeginningYearBalanceAmt |
| Contributions | $3,447,830 | ContributionsAmt |
| Investment Earnings Or Losses | $26,759,217 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $5,875,668 | OtherExpendituresAmt |
| Administrative Expenses | $904,499 | AdministrativeExpensesAmt |
| End Year Balance | $353,427,277 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.2843 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.4449 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.2708 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | false | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | false | EndowmentsHeldRelatedOrgInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $10,590,313 | OtherCostOrOtherBasisAmt |
| Book Value | $10,590,313 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $7,888,537 | OtherCostOrOtherBasisAmt |
| Depreciation | $4,300,171 | DepreciationAmt |
| Book Value | $3,588,366 | BookValueAmt |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $319,833 | OtherCostOrOtherBasisAmt |
| Depreciation | $319,833 | DepreciationAmt |
| Book Value | $0 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $16,495,044 | OtherCostOrOtherBasisAmt |
| Depreciation | $15,542,088 | DepreciationAmt |
| Book Value | $952,956 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $3,638,663 | OtherCostOrOtherBasisAmt |
| Depreciation | $0 | DepreciationAmt |
| Book Value | $3,638,663 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $18,770,298 | TotalBookValueLandBuildingsAmt |
Financial Derivatives FinancialDerivativesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Book Value | $2,404,487 | BookValueAmt |
| Method Valuation | F | MethodValuationCd |
Closely Held Equity Interests CloselyHeldEquityInterestsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Book Value | $3,500,090 | BookValueAmt |
| Method Valuation | F | MethodValuationCd |
Other Securities OtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Alternative Investments | Desc |
| Book Value | $1,474,498,908 | BookValueAmt |
| Method Valuation | F | MethodValuationCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $1,480,403,485 | TotalBookValueSecuritiesAmt |
Other Assets Org OtherAssetsOrgGrp (5 entries)
| DescDesc | Book ValueBookValueAmt |
|---|---|
| Due from Affiliates | $1,357,909,691 |
| Contribution Rec. From Split Interest | $93,984,544 |
| Security Deposits | $4,969,018 |
| Workers Comp. Receivable | $172,485 |
| Other Assets | $159 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | $1,457,035,897 | TotalBookValueOtherAssetsAmt |
| Federal Income Tax Liability | $0 | FederalIncomeTaxLiabilityAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (3 entries)
| DescDesc | AmtAmt |
|---|---|
| Due to Affiliates | $595,407,235 |
| Annuitant Obligations | $36,954,518 |
| Other Liabilities | $580,760 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $632,942,513 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Schedule D, Part IV, Line 1b Agent, trustee, custodian, or other intermediary arrangement | City of Hope has an investment program for its affiliated entities who have chosen to invest in its unitized City of Hope Development Group Long-Term Investments Portfolio ("Investment Portfolio"). City of Hope acts as agent for these funds. At all times, the funds are the property of The Translational Genomics Research Institute. |
| Schedule D, Part V, Line 4 Intended uses of endowment funds | CITY OF HOPE HAS BOARD DESIGNATED ASSETS OR QUASI-ENDOWMENT FUNDS AND OTHER PERMANENT FUNDS THAT ARE AVAILABLE TO FUND RESEARCH, PATIENT CARE, HEALTH EDUCATION AND MEDICAL EQUIPMENT AND BUILDINGS, AS DETERMINED BY DONOR AGREEMENTS, MANAGEMENT AND THE BOARD OF DIRECTORS. |
| Schedule D, Part X, Line 2 FIN 48 (ASC 740) footnote | THE FOLLOWING PARAGRAPH IS FROM 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. |
Schedule F IRS990ScheduleF
Account Activities Outside US AccountActivitiesOutsideUSGrp (5 entries)
| RegionRegionTxt | OfficesOfficesCnt | EmployeeEmployeeCnt | Type Of Activities ConductedTypeOfActivitiesConductedTxt | Region Total ExpendituresRegionTotalExpendituresAmt |
|---|---|---|---|---|
| Central America and the Caribbean | 0 | 0 | Investments | $225,849,404 |
| North America (Canada & Mexico only) | 0 | 0 | Investments | $32,751,127 |
| East Asia and the Pacific | 0 | 0 | Fundraising | $71,451 |
| Europe (Including Iceland and Greenland) | 0 | 0 | Fundraising | $97,508 |
| North America (Canada & Mexico only) | 0 | 0 | Fundraising | $131,559 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Offices | 0 | SubtotalOfficesCnt |
| Subtotal Employees | 0 | SubtotalEmployeesCnt |
| Continuation Total Office | 0 | ContinuationTotalOfficeCnt |
| Continuation Total Employee | 0 | ContinuationTotalEmployeeCnt |
| Total Office | 0 | TotalOfficeCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Subtotal Spent | $258,901,049 | SubtotalSpentAmt |
| Continuation Spent | $0 | ContinuationSpentAmt |
| Total Spent | $258,901,049 | TotalSpentAmt |
| Transfer To Foreign Corp | Yes (true) | TransferToForeignCorpInd |
| Interest In Foreign Trust | false | InterestInForeignTrustInd |
| Foreign Corp Ownership | Yes (true) | ForeignCorpOwnershipInd |
| Passive Foreign Investmest Co | Yes (true) | PassiveForeignInvestmestCoInd |
| Foreign Partnership | Yes (true) | ForeignPartnershipInd |
| Boycott Countries | false | BoycottCountriesInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Schedule F, Part I, Line 3 Method used to account for expenditures on org's financial statements | FormAndLineReferenceDesc |
| Explanation | CENTRAL AMERICA AND THE CARIBBEAN-Accrual; EAST ASIA AND THE PACIFIC-Accrual; EUROPE (INCLUDING ICELAND AND GREENLAND)-Accrual; NORTH AMERICA (CANADA & MEXICO ONLY)-Accrual | ExplanationTxt |
Schedule G IRS990ScheduleG
| Field | Value | IRS element (for citing) |
|---|---|---|
| Mail Solicitations | Yes (X) | MailSolicitationsInd |
| Email Solicitations | Yes (X) | EmailSolicitationsInd |
| Phone Solicitations | Yes (X) | PhoneSolicitationsInd |
| In Person Solicitations | Yes (X) | InPersonSolicitationsInd |
| Solicitation Of Non Govt Grants | Yes (X) | SolicitationOfNonGovtGrantsInd |
| Special Fundraising Events | Yes (X) | SpecialFundraisingEventsInd |
| Agrmt Prof Fundraising Acty | Yes (true) | AgrmtProfFundraisingActyInd |
Fundraiser Activity Info FundraiserActivityInfoGrp (4 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | ActivityActivityTxt | Fundraiser Control Of FundsFundraiserControlOfFundsInd | Gross ReceiptsGrossReceiptsAmt | Retained By ContractorRetainedByContractorAmt | Net To OrganizationNetToOrganizationAmt |
|---|---|---|---|---|---|---|---|---|
| MissionWired | ||||||||
| 100 Montgomery St Ste 300 | San Francisco | CA | 94104 | Mail, Email, Phone Solicits | false | $5,549,152 | $452,239 | $5,096,913 |
| The PURSUANT GROUP INC | ||||||||
| 15660 N Dallas Parkway | Dallas | TX | 75248 | Mail/Email/Internet/Phone Solicits | false | $8,139,181 | $4,348,830 | $3,790,351 |
| MarketSmart LLC | ||||||||
| 5906 Maiden Lane | Bethesda | MD | 20817 | EMAIL/INTERNET SOLICITS | false | $0 | $186,377 | -$186,377 |
| CASWELL ZACHRY GRIZZARD LLC | ||||||||
| 6301 Gaston Ave | Dallas | TX | 75214 | MAIL SOLICITS | false | $0 | $791,418 | -$791,418 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Gross Receipts | $13,688,333 | TotalGrossReceiptsAmt |
| Total Retained By Contractors | $5,778,864 | TotalRetainedByContractorsAmt |
| Total Net To Organization | $7,909,469 | TotalNetToOrganizationAmt |
| Licensed States | CA | LicensedStatesCd |
| Licensed States | CO | LicensedStatesCd |
| Licensed States | CT | LicensedStatesCd |
| Licensed States | FL | LicensedStatesCd |
| Licensed States | GA | LicensedStatesCd |
| Licensed States | AL | LicensedStatesCd |
| Licensed States | HI | LicensedStatesCd |
| Licensed States | IL | LicensedStatesCd |
| Licensed States | KS | LicensedStatesCd |
| Licensed States | KY | LicensedStatesCd |
| Licensed States | ME | LicensedStatesCd |
| Licensed States | AK | LicensedStatesCd |
| Licensed States | MD | LicensedStatesCd |
| Licensed States | MA | LicensedStatesCd |
| Licensed States | MI | LicensedStatesCd |
| Licensed States | MN | LicensedStatesCd |
| Licensed States | MS | LicensedStatesCd |
| Licensed States | MO | LicensedStatesCd |
| Licensed States | NH | LicensedStatesCd |
| Licensed States | NJ | LicensedStatesCd |
| Licensed States | NM | LicensedStatesCd |
| Licensed States | NY | LicensedStatesCd |
| Licensed States | NC | LicensedStatesCd |
| Licensed States | ND | LicensedStatesCd |
| Licensed States | OH | LicensedStatesCd |
| Licensed States | OK | LicensedStatesCd |
| Licensed States | OR | LicensedStatesCd |
| Licensed States | PA | LicensedStatesCd |
| Licensed States | RI | LicensedStatesCd |
| Licensed States | SC | LicensedStatesCd |
| Licensed States | TN | LicensedStatesCd |
| Licensed States | UT | LicensedStatesCd |
| Licensed States | VA | LicensedStatesCd |
| Licensed States | AR | LicensedStatesCd |
| Licensed States | WA | LicensedStatesCd |
| Licensed States | WV | LicensedStatesCd |
| Licensed States | WI | LicensedStatesCd |
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | 2024 NELA Walk for Hope | Event1Nm |
| Gross Receipts Event1 | $1,996,569 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $1,996,389 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $180 | GrossRevenueEvent1Amt |
| Cash Prizes Event1 | $0 | CashPrizesEvent1Amt |
| Non Cash Prizes Event1 | $0 | NonCashPrizesEvent1Amt |
| Rent Facility Costs Event1 | $15,300 | RentFacilityCostsEvent1Amt |
| Food And Beverage Event1 | $0 | FoodAndBeverageEvent1Amt |
| Entertainment Event1 | $0 | EntertainmentEvent1Amt |
| Other Direct Expenses Event1 | $1,525,491 | OtherDirectExpensesEvent1Amt |
| Event2 | 2024 HHI Lowe's Golf Classic | Event2Nm |
| Gross Receipts Event2 | $1,940,460 | GrossReceiptsEvent2Amt |
| Charitable Contri Event2 | $1,441,989 | CharitableContriEvent2Amt |
| Gross Revenue Event2 | $498,471 | GrossRevenueEvent2Amt |
| Cash Prizes Event2 | $0 | CashPrizesEvent2Amt |
| Non Cash Prizes Event2 | $0 | NonCashPrizesEvent2Amt |
| Rent Facility Costs Event2 | $468,262 | RentFacilityCostsEvent2Amt |
| Food And Beverage Event2 | $0 | FoodAndBeverageEvent2Amt |
| Entertainment Event2 | $0 | EntertainmentEvent2Amt |
| Other Direct Expenses Event2 | $27,148 | OtherDirectExpensesEvent2Amt |
| Other Events Total | 135 | OtherEventsTotalCnt |
| Gross Receipts Other Events | $31,909,223 | GrossReceiptsOtherEventsAmt |
| Charitable Contri Other Events | $30,466,629 | CharitableContriOtherEventsAmt |
| Gross Revenue Other Events | $1,442,594 | GrossRevenueOtherEventsAmt |
| Cash Prizes Other Events | $0 | CashPrizesOtherEventsAmt |
| Non Cash Prizes Other Events | $0 | NonCashPrizesOtherEventsAmt |
| Rent Fclty Costs Other Events | $5,196,069 | RentFcltyCostsOtherEventsAmt |
| Food And Beverage Other Events | $0 | FoodAndBeverageOtherEventsAmt |
| Entertainment Other Events | $336,132 | EntertainmentOtherEventsAmt |
| Oth Direct Expnss Other Events | $5,131,998 | OthDirectExpnssOtherEventsAmt |
| Gross Receipts Total | $35,846,252 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $33,905,007 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $1,941,245 | GrossRevenueTotalEventsAmt |
| Cash Prizes Total Events | $0 | CashPrizesTotalEventsAmt |
| Non Cash Prizes Total Events | $0 | NonCashPrizesTotalEventsAmt |
| Rent Fclty Costs Total Events | $5,679,631 | RentFcltyCostsTotalEventsAmt |
| Food And Beverage Total Events | $0 | FoodAndBeverageTotalEventsAmt |
| Entertainment Total Events | $336,132 | EntertainmentTotalEventsAmt |
| Oth Direct Expnss Total Events | $6,684,637 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $12,700,400 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | -$10,759,155 | NetIncomeSummaryAmt |
Gaming Information GamingInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Revenue Bingo | $0 | GrossRevenueBingoAmt |
| Cash Prizes Bingo | $0 | CashPrizesBingoAmt |
| Non Cash Prizes Bingo | $0 | NonCashPrizesBingoAmt |
| Rent Facility Costs Bingo | $0 | RentFacilityCostsBingoAmt |
| Other Direct Expenses Bingo | $0 | OtherDirectExpensesBingoAmt |
| Gross Revenue Pull Tabs | $0 | GrossRevenuePullTabsAmt |
| Cash Prizes Pull Tabs | $0 | CashPrizesPullTabsAmt |
| Non Cash Prizes Pull Tabs | $0 | NonCashPrizesPullTabsAmt |
| Rent Facility Costs Pull Tabs | $0 | RentFacilityCostsPullTabsAmt |
| Other Direct Expenses Pull Tabs | $0 | OtherDirectExpensesPullTabsAmt |
| Gross Revenue Other Gaming | $1,033,239 | GrossRevenueOtherGamingAmt |
| Cash Prizes Other Gaming | $0 | CashPrizesOtherGamingAmt |
| Non Cash Prizes Other Gaming | $6,574 | NonCashPrizesOtherGamingAmt |
| Rent Fclty Costs Other Gaming | $0 | RentFcltyCostsOtherGamingAmt |
| Oth Direct Expnss Other Gaming | $0 | OthDirectExpnssOtherGamingAmt |
| Volunteer Labor Other Gaming | Yes (true) | VolunteerLaborOtherGamingInd |
| Volunteer Labor Other Gaming | 1.0 | VolunteerLaborOtherGamingPct |
| Gross Revenue Total Gaming | $1,033,239 | GrossRevenueTotalGamingAmt |
| Cash Prizes Total Gaming | $0 | CashPrizesTotalGamingAmt |
| Non Cash Prizes Total Gaming | $6,574 | NonCashPrizesTotalGamingAmt |
| Rent Fclty Costs Total Gaming | $0 | RentFcltyCostsTotalGamingAmt |
| Oth Direct Expnss Total Gaming | $0 | OthDirectExpnssTotalGamingAmt |
| Direct Expense Summary Gaming | $6,574 | DirectExpenseSummaryGamingAmt |
| Net Gaming Income Summary | $1,026,665 | NetGamingIncomeSummaryAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| States Where Gaming Conducted | CA | StatesWhereGamingConductedCd |
| Licensed | Yes (true) | LicensedInd |
| License Suspended Etc | false | LicenseSuspendedEtcInd |
| Gaming With Nonmembers | Yes (true) | GamingWithNonmembersInd |
| Member Of Other Entity | false | MemberOfOtherEntityInd |
| Gaming Own Facility | 0.0 | GamingOwnFacilityPct |
| Gaming Other Facility | 1.0 | GamingOtherFacilityPct |
| Individual With Books | Diana Keim - VP - Philanthropy | IndividualWithBooksNm |
Persons With Books US Address PersonsWithBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1500 East Duarte Road | AddressLine1Txt |
| City | Duarte | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 91010 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct With3rd Prty For Game Rev | false | CntrctWith3rdPrtyForGameRevInd |
Gaming Manager Business Name GamingManagerBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Diana Keim VP Philanthropy | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gaming Manager Compensation | $0 | GamingManagerCompensationAmt |
| Gaming Manager Services Prov | Management and oversight | GamingManagerServicesProvTxt |
| Gaming Manager Is Employee | Yes (X) | GamingManagerIsEmployeeInd |
| Charitable Distribution Rqr | Yes (true) | CharitableDistributionRqrInd |
| Distributed | $929,915 | DistributedAmt |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Schedule G, Part I, Line 2b(v) payment of fees or payment of expenses | MISSIONWIRED-MISSIONWIRED IS A DIRECT RESPONSE FUNDRAISING CONSULTING FIRM WHICH PROVIDED CITY OF HOPE SERVICES DIRECTED TO RAISING FUNDS FROM THE PUBLIC THROUGH DIRECT MAIL, TELEMARKETING AND ONLINE COMMUNICATIONS. CITY OF HOPE ALSO PAID AN ADDITIONAL $452,008 TO MISSIONWIRED TO COVER DIRECT MAILING AND POSTAGE EXPENSES. TOTAL PAYMENT FOR SUCH SERVICES HAS BEEN REPORTED ON SCHEDULE G, PART I, LINE 2B, COLUMN (V).;THE PURSUANT GROUP, INC.-THE PURSUANT GROUP, INC. IS A DIRECT RESPONSE FUNDRAISING CONSULTING FIRM WHICH PROVIDED CITY OF HOPE SERVICES DIRECTED TO RAISING FUNDS FROM THE PUBLIC THROUGH DIRECT MAIL, TELEMARKETING AND ONLINE COMMUNICATIONS. CITY OF HOPE ALSO PAID AN ADDITIONAL $90,112 TO THE PURSUANT GROUP, INC. TO COVER DIRECT MAILING AND POSTAGE EXPENSES. TOTAL PAYMENT FOR SUCH SERVICES HAS BEEN REPORTED ON SCHEDULE G, PART I, LINE 2B, COLUMN (V).;MARKETSMART, L.L.C.-MARKETSMART L.L.C. PROVIDED CITY OF HOPE WITH DESIGN OF INTERNET WEBSITES AND/OR COLLATERAL MATERIALS RELATED TO PLANNED GIVING AND ESTATE PLANNING OPPORTUNITIES. THERE IS NO MEANINGFUL WAY FOR CITY OF HOPE TO ATTRIBUTE GROSS RECEIPTS FROM DONOR SOURCES TO THESE ACTIVITIES DUE TO THE LONG-TIME HORIZON TYPICALLY ASSOCIATED WITH THESE GIFT GIVING VEHICLES. ADDITIONALLY, INTERNET AND OTHER NEW MEDIA TECHNOLOGIES ARE DIRECTED TOWARD LARGE, HETEROGENEOUS, AND ANONYMOUS AUDIENCES. THE ABILITY TO TRACK WHETHER DONATIONS WERE A RESULT OF THIS TYPE OF MARKETING OUTREACH WOULD BE UNKNOWN TO CITY OF HOPE UNLESS THE DONOR SELF-IDENTIFIED AS HAVING BEEN INFLUENCED BY THIS OUTREACH.; |
| Schedule G, Part III, Line 17 Distributions required under state law | STATE=CALIFORNIA,MANDATORY DISTRIBUTION AMOUNT=929915; |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (true) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|---|
| Beckman Research Institute of the City Of Hope | |||||||
| 1450 EAST DUARTE ROAD | DUARTE | CA | 91010 | 953432210 | 501(C)(3) | $46,623,682 | OPERATING SUPPORT |
| City of Hope National Medical Center | |||||||
| 1500 EAST DUARTE ROAD | DUARTE | CA | 91010 | 951683875 | 501(C)(3) | $41,830,802 | OPERATING SUPPORT |
| The Translational Genomics Research Institute | |||||||
| 445 N 5TH STREET | PHOENIX | AZ | 85004 | 753065445 | 501(C)(3) | $408,198 | OPERATING SUPPORT |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 3 | Total501c3OrgCnt |
| Total Other Org | 0 | TotalOtherOrgCnt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Schedule I, Part I, Line 2 Procedures for monitoring use of grant funds | FormAndLineReferenceDesc |
| Explanation | 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. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| First Class Or Charter Travel | Yes (X) | FirstClassOrCharterTravelInd |
| Written Policy Ref T And E Expnss | Yes (true) | WrittenPolicyRefTAndEExpnssInd |
| Substantiation Required | Yes (true) | SubstantiationRequiredInd |
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Independent Consultant | Yes (X) | IndependentConsultantInd |
| Form990 Of Other Organizations | Yes (X) | Form990OfOtherOrganizationsInd |
| Written Employment Contract | Yes (X) | WrittenEmploymentContractInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | false | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | Yes (true) | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | false | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | false | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | false | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | false | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | false | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | Yes (true) | AnyNonFixedPaymentsInd |
| Initial Contract Exception | false | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (15 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Philip Okala | ||||||||||||||
| Former Officer | $137,410 | $549,640 | $0 | $0 | $38,130 | $152,520 | $0 | $0 | $2,869 | $11,476 | $178,409 | $713,636 | $0 | $0 |
| 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 |
| Kristin Bertell | ||||||||||||||
| Chief Philanthropy Officer | $524,365 | $131,094 | $414,175 | $103,542 | $56,718 | $14,178 | $221,124 | $55,284 | $30,795 | $7,698 | $1,247,177 | $311,796 | $118,842 | $29,711 |
| Robert W Stone | ||||||||||||||
| President & CEO | $722,701 | $1,348,073 | $767,336 | $1,431,336 | $74,408 | $138,796 | $568,097 | $1,059,688 | $13,802 | $25,745 | $2,146,344 | $4,003,638 | $240,525 | $448,658 |
| Cristin J O'Callahan | ||||||||||||||
| General Counsel & Corp Secretary | $106,709 | $540,016 | $69,747 | $352,960 | $10,215 | $51,692 | $50,977 | $257,972 | $5,309 | $26,867 | $242,957 | $1,229,507 | $12,030 | $60,881 |
| 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 | $34,841 | $661,975 | $32,863 | $624,400 | $1,125 | $21,375 | $5,003 | $95,065 | $953 | $18,110 | $74,785 | $1,420,925 | $0 | $0 |
| 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 |
| Vijay Trisal MD | ||||||||||||||
| 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 |
| 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 |
| John D Carpten | ||||||||||||||
| Chf Sci Off, BRI Dir, Canc Ctr Dir | $60,338 | $341,915 | $95,506 | $541,201 | $0 | $0 | $13,290 | $75,307 | $1,854 | $10,506 | $170,988 | $968,929 | $0 | $0 |
| Steven Terry Rosen MD | ||||||||||||||
| EVP,Dir Emeritus Comp Canc Ctr & BRI | $94,550 | $850,948 | $66,954 | $602,590 | $12,157 | $109,409 | $28,905 | $260,143 | $1,671 | $15,041 | $204,237 | $1,838,131 | $21,360 | $192,238 |
| Annette M Walker | ||||||||||||||
| President of COH OC Cancer Ctr | $228,145 | $684,435 | $279,363 | $838,090 | $35,950 | $107,849 | $76,972 | $230,917 | $8,870 | $26,611 | $629,300 | $1,887,902 | $51,017 | $153,050 |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Schedule J, Part I, Line 1a First-class or charter travel | CITY OF HOPE PERMITS FIRST CLASS TRAVEL FOR CERTAIN OFFICERS, DIRECTORS, AND KEY EXECUTIVES IN LIMITED CIRCUMSTANCES WHEN SPECIFIED TRAVEL CRITERIA ARE MET. |
| Schedule J, Part I, Line 4b Supplemental nonqualified retirement plan | CITY 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 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 DONALD MATTHEWSON - $10,014 STEVEN TERRY ROSEN - $34,090 ROBERT STONE - $59,965 VIJAY TRISAL - $17,540 ANNETTE WALKER - $27,726 |
| Schedule J, Part I, Line 7 Non-fixed payments | CITY OF HOPE'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). |
Schedule M IRS990ScheduleM
Works Of Art WorksOfArtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 2 | ContributionCnt |
| Noncash Contributions Rpt F990 | $755,000 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | Opinions of experts | MethodOfDeterminingRevenuesTxt |
Clothing And Household Goods ClothingAndHouseholdGoodsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Noncash Contributions Rpt F990 | $26,094 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | Other | MethodOfDeterminingRevenuesTxt |
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 146 | ContributionCnt |
| Noncash Contributions Rpt F990 | $26,864,780 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | Other - FMV | MethodOfDeterminingRevenuesTxt |
Real Estate Residential RealEstateResidentialGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 3 | ContributionCnt |
| Noncash Contributions Rpt F990 | $710,833 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | Other - FMV | MethodOfDeterminingRevenuesTxt |
Other Non Cash Contri Table OtherNonCashContriTableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Desc | Auction & Raffle Items | Desc |
| Contribution | 602 | ContributionCnt |
| Noncash Contributions Rpt F990 | $428,689 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | Other - FMV | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form8283 Received | 0 | Form8283ReceivedCnt |
| Any Property That Must Be Held | false | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | Yes (true) | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | Yes (true) | ThirdPartiesUsedInd |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Schedule M, Part I, Line 32b Third parties used to solicit, process, or sell noncash contributions | CITY OF HOPE USES THIRD PARTY REAL ESTATE BROKERS AND AGENTS TO ASSIST IN THE SALE OF DONATED REAL ESTATE. THIRD PARTY ACTIVITIES ARE MONITORED CLOSELY THROUGH CITY OF HOPE CORPORATE REAL ESTATE STAFF. SELECTION OF THIRD PARTIES IS DONE THROUGH INTERVIEWS OF SEVERAL QUALIFIED INDIVIDUALS OR FIRMS AND SELECTIONS ARE BASED ON QUALIFICATIONS, SUCH AS SKILL, KNOWLEDGE, EXPERIENCE, EDUCATION, LICENSURE, CERTIFICATIONS, ETC. BACKGROUND AND REFERENCE CHECKS ARE CONDUCTED ON THE SELECTED THIRD PARTY. ADDITIONALLY, SELECTION IS BASED ON COST AND WE REQUEST THIRD PARTIES TO DISCOUNT STANDARD COMMISSIONS, FEES AND COSTS ASSOCIATED WITH THE SERVICES THEY PROVIDE. |
| Schedule M, Part I Explanations of reporting method for number of contributions | Art - Works of art - reporting the number of items received Securities - Publicly traded - reporting the number of Contributions Real estate - Residential - reporting the number of items received Other - Auction & Raffle Items reporting the number of items received |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (12 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Form 990, Part I, Line 6 Number of Volunteers | THE PHILANTHROPIC SPIRIT OF THOUSANDS OF VOLUNTEERS NATIONWIDE MAKES IT POSSIBLE FOR CITY OF HOPE AND ITS AFFILIATES TO CONTINUE ITS LIFE-SAVING WORK. THIS SUPPORT HELPS US HELP THOSE IN NEED THROUGHOUT THE YEAR. IN THE CURRENT YEAR, A SUBSTANTIAL NUMBER OF UNPAID VOLUNTEERS HAVE MADE SIGNIFICANT CONTRIBUTIONS OF THEIR TIME TO DEVELOP CITY OF HOPE'S FUNDRAISING NETWORK, PRINCIPALLY THROUGH DEVELOPMENT AND EDUCATIONAL PROGRAMS. THE VALUE OF THIS CONTRIBUTED TIME IS NOT REFLECTED IN THE INFORMATION RETURNS OR THE AUDITED FINANCIAL STATEMENTS SINCE IT IS NOT SUSCEPTIBLE TO OBJECTIVE MEASUREMENT OR VALUATION. |
| Form 990, Part III, Line 1 Organization's Mission | Founded in 1913, the City of Hope enterprise has grown into one of the largest and most advanced cancer research and treatment organizations in the United States, and one of the leading research centers for diabetes and other life-threatening illnesses. City of Hope research has been the basis for numerous breakthrough cancer medicines, as well as human synthetic insulin and monoclonal antibodies. With an independent, National Cancer Institute-designated comprehensive cancer center that is ranked a Top 5 "Best Hospital" in the nation for cancer care by U.S. News & World Report at its core, City of Hope's uniquely integrated model spans cancer care, research and development, academics and training, and a broad philanthropy program that powers its work. |
| Form 990, Part V, Line 2a Common Paymaster Arrangement | MOST OF CITY OF HOPE'S OFFICERS AND KEY EMPLOYEES, AS WELL AS A FEW OF ITS HIGHEST COMPENSATED EMPLOYEES, PROVIDE SERVICES TO MORE THAN ONE CITY OF HOPE ENTITY, AND MANY OF THEM PROVIDE SERVICES TO ALL OF THE ENTITIES. FOR A NUMBER OF THESE CONCURRENTLY EMPLOYED INDIVIDUALS, THE ENTITIES HAVE DESIGNATED THE MEDICAL CENTER AS A "COMMON PAYMASTER" DEFINED IN SECTION 3121(S) OF THE INTERNAL REVENUE CODE. CITY OF HOPE REPORTS THESE CONCURRENT EMPLOYEES' TIME, EFFORT AND COMPENSATION ON THE INFORMATION RETURNS OF 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 persons | Ronald Sargent and Suzanne Vautrinot - Business relationship |
| 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 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 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 CITY OF HOPE FORM 990 IS MADE AVAILABLE TO VOTING MEMBERS OF THE CITY OF HOPE BOARD OF DIRECTORS FOR REVIEW. |
| Form 990, Part VI, Line 12c Conflict of interest policy | ALL EMPLOYEES OF CITY OF HOPE AND AFFILIATES, BOARD OF DIRECTORS MEMBERS, BOARD COMMITTEE MEMBERS AND RESEARCH TEAM MEMBERS ARE COVERED BY CITY OF HOPE'S APPLICABLE CONFLICT OF INTEREST POLICIES. DETERMINATIONS AS TO WHETHER A CONFLICT OF INTEREST EXISTS AND REVIEW OF CONFLICT DISCLOSURES ARE MADE BY THE GENERAL COUNSEL AND CHIEF ETHICS AND COMPLIANCE OFFICER AND, AS APPLICABLE, THE CHAIR OF THE BOARD OR THE CONFLICT OF INTEREST AND COMMITMENT COMMITTEE, BASED UP ON 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. MONITORING FOR CONFLICTS OF INTEREST IS DONE THROUGH REQUIRED DISCLOSURES AND UPDATES BY PERSONS COVERED BY THE ORGANIZATION'S CONFLICT OF INTEREST POLICIES. CITY OF HOPE'S POLICY PROVIDES FOR DISCIPLINARY ACTION AGAINST PERSONS COVERED BY THE CONFLICT OF INTEREST POLICIES WHO DO NOT COMPLY WITH POLICY REQUIREMENTS. |
| Form 990, Part VI, Line 15a Process to establish compensation of top management official | THE EXECUTIVE COMPENSATION AND GOVERNANCE COMMITTEE OF THE CITY OF HOPE BOARD OF DIRECTORS ("COMMITTEE"), PURSUANT TO A DELEGATION OF AUTHORITY FROM THE CITY OF HOPE BOARD OF DIRECTORS, IS RESPONSIBLE FOR SETTING THE COMPENSATION OF THE TOP MANAGEMENT OFFICIAL. 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. |
| Form 990, Part VI, Line 15b Process to establish compensation of other employees | THE EXECUTIVE COMPENSATION AND GOVERNANCE COMMITTEE OF THE CITY OF HOPE BOARD OF DIRECTORS ("COMMITTEE") PURSUANT TO A DELEGATION OF AUTHORITY FROM THE CITY OF HOPE BOARD OF DIRECTORS, IS RESPONSIBLE FOR SETTING THE COMPENSATION OF, OR ESTABLISHING COMPENSATION LEVELS FOR TOTAL COMPENSATION CONSISTENT WITH CITY OF HOPE'S COMPENSATION PHILOSOPHY, FOR SENIOR LEADERS AT THE SENIOR VICE PRESIDENT OR EQUIVALENT LEVEL. THE 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 | CITY OF HOPE'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. CITY OF HOPE'S BYLAWS ARE NOT MADE AVAILABLE TO THE PUBLIC. |
| Form 990, Part VII, Section A Average Hours Devoted | FULL TIME EXEMPT EMPLOYEES GENERALLY WORK IN EXCESS OF 40 HOURS PER WEEK, WHICH HAS BEEN REFLECTED 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 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. |
| Schedule F, Part I, Line 3(e) ACTIVITIES IN REGION(S) | INVESTMENT ACTIVITIES OF CITY OF HOPE INCLUDE INVESTMENTS IN MULTIPLE VEHICLES THAT PROVIDE INVESTMENT INCOME AND RETURNS TO THE INSTITUTION TO FURTHER ITS MISSION AND PROGRAMS. AS A RESULT, THERE ARE INVESTMENTS HELD IN OFFSHORE HEDGE FUNDS, MAINLY REGISTERED AS CAYMAN EXEMPTED CORPORATIONS. THESE INVESTMENTS HELP MITIGATE RISK IN THE PORTFOLIO AND REPRESENT APPROXIMATELY 12.65 PERCENT OF CITY OF HOPE'S OVERALL CASH AND INVESTMENT PORTFOLIO. CITY OF HOPE'S ALTERNATIVE INVESTMENTS CONSIST OF EQUITY COMMINGLED FUNDS THAT INVEST PRIMARILY IN MARKETABLE SECURITIES AND FUND LIMITED PARTNERSHIPS. VARIOUS STRATEGIES SEEK TO ACHIEVE ATTRACTIVE RISK ADJUSTED RETURNS ACROSS PUBLIC AND PRIVATE EQUITY AND DEBT SECURITIES, DERIVATIVES, PRIVATE COMPANIES, VENTURE CAPITAL, REAL ESTATE, ETC. THESE ALTERNATIVE INVESTMENTS MAY INVEST IN BOTH REGISTERED AND NON-REGISTERED SECURITIES IN THE U.S. AND GLOBALLY, WITH EXPOSURE TO BOTH EMERGING AND DEVELOPED MARKETS. CITY OF HOPE'S HEDGE FUND INVESTMENTS CONSIST OF DIRECT AND MULTI-MANAGER "HEDGE FUND OF FUND" INVESTMENTS. STRATEGIES INCLUDE LONG/SHORT EQUITY, LONG/SHORT CREDIT, AND OTHER STRATEGIES. INVESTMENTS IN HEDGE FUNDS HAVE LIMITED LIQUIDITY AND MAY BE SUBJECT TO VARIOUS LOCKUP PERIODS, REDEMPTION FEES, AND NOTICE REQUIREMENTS. HEDGE FUNDS TYPICALLY RESERVE THE RIGHT TO REDUCE OR SUSPEND REDEMPTIONS (GATING EVENT) AND TO SATISFY REDEMPTIONS BY MAKING DISTRIBUTIONS IN KIND, UNDER CERTAIN CIRCUMSTANCES. ADDITIONALLY, HEDGE FUNDS MAY HOLD, DIRECTLY OR INDIRECTLY, SIDEPOCKET INVESTMENTS WHERE NO REDEMPTIONS ARE PERMITTED UNTIL SUCH INVESTMENTS ARE LIQUIDATED OR DEEMED REALIZED. REDEMPTION PERIODS RANGE MONTHLY, QUARTERLY, OR ANNUALLY WITH NOTICE REQUIREMENTS BETWEEN 30 TO 90 DAYS. CITY OF HOPE ALSO INVESTS IN FUND LIMITED PARTNERSHIPS WITH PRIVATE EQUITY LIKE TERMS, INCLUDING CAPITAL CALLS DURING ITS INVESTMENT PERIOD. THESE SELECT FUNDS, WHICH ARE CURRENTLY OPPORTUNISTIC CREDIT STRATEGIES, ARE CLASSIFIED UNDER HEDGE FUNDS. CITY OF HOPE'S PRIVATE EQUITY INVESTMENTS CONSIST OF FUND LIMITED PARTNERSHIPS. STRATEGIES INCLUDE BUYOUT, VENTURE/GROWTH CAPITAL, DEBT, AND SECONDARY PRIVATE EQUITY. FUND TERMS ARE TYPICALLY TEN YEARS OR GREATER. CITY OF HOPE MAY NOT WITHDRAW, SELL, ASSIGN, OR TRANSFER ITS INTERESTS IN THESE FUNDS, EXCEPT IN CERTAIN, VERY LIMITED CIRCUMSTANCES, SUBJECT TO CONSENT BY THE GENERAL PARTNERS OF THE FUNDS. ALL OF THESE INVESTMENTS HAVE BEEN INCLUDED IN FORM 990, PART X, LINE 12. CITY OF HOPE DOES NOT HAVE ANY PHYSICAL PRESENCE OUTSIDE OF THE UNITED STATES. HOWEVER, ITS REPUTATION AS A WORLD CLASS RESEARCH AND TREATMENT FACILITY IS INTERNATIONALLY RECOGNIZED. AS A RESULT OF THIS RECOGNITION, CITY OF HOPE RECEIVES DONATIONS FROM PERSONS AND CORPORATIONS OUTSIDE OF THE UNITED STATES. |
Schedule R IRS990ScheduleR
Id Disregarded Entities IdDisregardedEntitiesGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Stephenson Global Pancreatic Cancer Research Institute LLC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1500 East Duarte Road | AddressLine1Txt |
| City | DUARTE | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 91010 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Primary Activities | Research | PrimaryActivitiesTxt |
| Legal Domicile State | DE | LegalDomicileStateCd |
| Total Income | $0 | TotalIncomeAmt |
| End Of Year Assets | $0 | EndOfYearAssetsAmt |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | COH | BusinessNameLine1Txt |
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (9 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Exempt Code SectionExemptCodeSectionTxt | Public Charity StatusPublicCharityStatusTxt | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Controlled OrganizationControlledOrganizationInd |
|---|---|---|---|---|---|---|---|---|---|---|
| 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 | Yes (true) |
| City of Hope Medical Foundation | ||||||||||
| 1500 East Duarte Road | Duarte | CA | 91010 | 274803222 | Healthcare | CA | 501(c)(3) | 3 | City of Hope | Yes (true) |
| City of Hope National Medical Center | ||||||||||
| 1500 East Duarte Road | Duarte | CA | 91010 | 951683875 | Hospital | CA | 501(c)(3) | 3 | City of Hope | Yes (true) |
| COH HoldCo Inc | ||||||||||
| 1500 East Duarte Road | Duarte | CA | 91010 | 873651176 | Support | DE | 501(c)(3) | Type III-FI | City of Hope | Yes (true) |
| Midwestern Regional Medical Center Inc | ||||||||||
| 1500 East Duarte Road | Duarte | CA | 91010 | 362510771 | Hospital | IL | 501(c)(3) | 3 | COH Holdco Inc | Yes (true) |
| Southeastern Regional Medical Center Inc | ||||||||||
| 1500 East Duarte Road | Duarte | CA | 91010 | 264572436 | Hospital | GA | 501(c)(3) | 3 | COH Holdco Inc | Yes (true) |
| The Translational Genomics Research Institute | ||||||||||
| 445 N 5th Street Suite 600 | Phoenix | AZ | 85004 | 753065445 | Research | AZ | 501(c)(3) | 7 | City of Hope | Yes (true) |
| The Translational Genomics Research Institute Foundation | ||||||||||
| 445 N 5th Street Suite 120 | Phoenix | AZ | 85004 | 331092191 | Fundraising | AZ | 501(c)(3) | 7 | TGEN | Yes (true) |
| Western Regional Medical Center Inc | ||||||||||
| 1500 East Duarte Road | Duarte | CA | 91010 | 320197974 | Hospital | AZ | 501(c)(3) | 3 | COH Holdco Inc | Yes (true) |
Id Related Org Txbl Partnership IdRelatedOrgTxblPartnershipGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Predominant Income TypePredominantIncomeTypeTxt | Share Of Total IncomeShareOfTotalIncomeAmt | Share Of EOY AssetsShareOfEOYAssetsAmt | Disproportionate AllocationsDisproportionateAllocationsInd | General Or Managing PartnerGeneralOrManagingPartnerInd | OwnershipOwnershipPct |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| AccessHope LLC | |||||||||||||
| 1500 East Duarte Road | Duarte | CA | 91010 | 842818450 | Oncology Support | DE | City of Hope | Related | -$19,269,307 | $26,046,124 | false | Yes (true) | 0.9491 |
| Southern California Radiation Oncology LLC | |||||||||||||
| 1500 East Duarte Road | Duarte | CA | 91010 | 364887584 | Radiation Oncology | DE | NA | N/A | |||||
Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp
Related Organization Name RelatedOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Charitable Remainder Trusts (32) | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1500 East Duarte Road | AddressLine1Txt |
| City | Duarte | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 91010 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Primary Activities | Support | PrimaryActivitiesTxt |
| Legal Domicile State | CA | LegalDomicileStateCd |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | City of Hope | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Entity Type | Trust | EntityTypeTxt |
| Controlled Organization | false | ControlledOrganizationInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | Yes (true) | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | Yes (true) | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | false | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | false | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | false | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | false | DivRelatedOrganizationInd |
| Asset Sale To Other Org | false | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | false | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | false | AssetExchangeInd |
| Rental Of Facilities To Oth Org | false | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | false | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | false | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | Yes (true) | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | false | SharingOfFacilitiesInd |
| Paid Employees Sharing | Yes (true) | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | Yes (true) | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | Yes (true) | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | false | TransferToOtherOrgInd |
| Transfer From Other Org | false | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp (12 entries)
| Transaction TypeTransactionTypeTxt | InvolvedInvolvedAmt | Method Of Amount DeterminationMethodOfAmountDeterminationTxt |
|---|---|---|
| Beckman Research Institute of the City of Hope | ||
| P | $4,515,926 | Book |
| Beckman Research Institute of the City of Hope | ||
| Q | $226,825 | Book |
| City of Hope National Medical Center | ||
| M | $9,578,410 | Book |
| City of Hope National Medical Center | ||
| O | $13,434,631 | Book |
| City of Hope National Medical Center | ||
| P | $171,299,958 | Book |
| City of Hope National Medical Center | ||
| Q | $132,002,038 | Book |
| City of Hope Medical Foundation | ||
| Q | $808,395 | Book |
| City of Hope Medical Foundation | ||
| A | $675,000 | Book |
| Beckman Research Institute of the City of Hope | ||
| B | $46,623,682 | Book |
| City of Hope National Medical Center | ||
| B | $41,830,802 | Book |
| The Translational Genomics Research Institute | ||
| B | $408,198 | Book |
| ACCESSHOPE LLC | ||
| B | $30,000,662 | BOOK |