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CITY OF HOPE: Form 990, tax year 2018

View the entire original 990 at ProPublica ↗

Organization
CITY OF HOPE (EIN 95-3435919)
Tax period
2018-10-01 to 2019-09-30
Filed
2020-08-14
IRS object ID
202022279349302407
Schema version
2018v3.3
Source
Download XML · Original 990 at ProPublica

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

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2020-08-14T13:05:46-05:00ReturnTs
Tax Period End2019-09-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

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

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line118101 VON KARMAN AVE SUITE 1700AddressLine1Txt
CityIRVINECityNm
State AbbreviationCAStateAbbreviationCd
ZIP92612ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2018-10-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN953435919EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1CITY OF HOPEBusinessNameLine1Txt
FieldValueIRS element (for citing)
In Care Of% JENNIFER PARKHURSTInCareOfNm
Business Name ControlCITYBusinessNameControlTxt
Phone6262564673PhoneNum

US Address USAddress

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

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonJENNIFER PARKHURSTPersonNm
Person TitleCFOPersonTitleTxt
Signature2020-08-05SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonKara AdamsPreparerPersonNm
PTINP00023315PTIN
Phone9497942300PhoneNum

Filing Security Information FilingSecurityInformation

IP Address IPAddress

FieldValueIRS element (for citing)
I Pv4 Address76.103.183.71IPv4AddressTxt
FieldValueIRS element (for citing)
Federal Original Submission Id33577420202275000027FederalOriginalSubmissionId
Federal Original Submission Id2020-08-14FederalOriginalSubmissionIdDt
Filing License TypePFilingLicenseTypeCd
At Submission Creation Device IdD557AE15DEE7CB4B05DACC65102BA7DE9D2F1E46AtSubmissionCreationDeviceId
At Submission Filing Device IdC14809353AC8B922CDA71DEA69DCA1FF1BA1B89CAtSubmissionFilingDeviceId
FieldValueIRS element (for citing)
Tax2018TaxYr
Build TS2020-09-23 17:36:50ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerROBERT W STONEPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line11500 EAST DUARTE ROADAddressLine1Txt
CityDUARTECityNm
State AbbreviationCAStateAbbreviationCd
ZIP91010ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$1,558,555,763GrossReceiptsAmt
Group Return For AffiliatesfalseGroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website AddressWWW.CITYOFHOPE.ORGWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation1980FormationYr
Legal Domicile StateCALegalDomicileStateCd
Activity Or MissionTO RAISE FUNDS TO SUPPORT AND TRANSFORM THE FUTURE OF HEALTH CARE BY TURNING SCIENCE INTO PRACTICAL BENEFIT AND HOPE FOR CURES INTO REALITY.ActivityOrMissionDesc
Voting Members Governing Body12VotingMembersGoverningBodyCnt
Voting Members Independent12VotingMembersIndependentCnt
Total Employee194TotalEmployeeCnt
Total Volunteers10000TotalVolunteersCnt
Total Gross UBI$1,803,553TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$141,961,318PYContributionsGrantsAmt
CY Contributions Grants$113,932,956CYContributionsGrantsAmt
PY Program Service Revenue$0PYProgramServiceRevenueAmt
CY Program Service Revenue$0CYProgramServiceRevenueAmt
PY Investment Income$60,386,081PYInvestmentIncomeAmt
CY Investment Income$95,891,113CYInvestmentIncomeAmt
PY Other Revenue$443,266,174PYOtherRevenueAmt
CY Other Revenue$382,657,996CYOtherRevenueAmt
PY Total Revenue$645,613,573PYTotalRevenueAmt
CY Total Revenue$592,482,065CYTotalRevenueAmt
PY Grants And Similar Paid$470,090,717PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$424,657,006CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$0PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$31,310,578PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$34,717,658CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$5,416,023PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$5,430,865CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$27,584,670CYTotalFundraisingExpenseAmt
PY Other Expenses$23,467,742PYOtherExpensesAmt
CY Other Expenses$23,718,219CYOtherExpensesAmt
PY Total Expenses$530,285,060PYTotalExpensesAmt
CY Total Expenses$488,523,748CYTotalExpensesAmt
PY Revenues Less Expenses$115,328,513PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$103,958,317CYRevenuesLessExpensesAmt
Total Assets BOY$1,610,966,444TotalAssetsBOYAmt
Total Assets EOY$1,796,402,120TotalAssetsEOYAmt
Total Liabilities BOY$63,189,019TotalLiabilitiesBOYAmt
Total Liabilities EOY$80,963,867TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$1,547,777,425NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$1,715,438,253NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part IIIYes (X)InfoInScheduleOPartIIIInd
MissionCITY OF HOPE PROVIDES FINANCIAL SUPPORT FOR ADVANCEMENT OF TREATMENTS TO PERSONS SUFFERING FROM CANCER, DIABETES, AND OTHER LIFE-THREATENING DISEASES. CONTINUED ON SCHEDULE OMissionDesc
Significant New Program SrvcfalseSignificantNewProgramSrvcInd
Significant ChangefalseSignificantChangeInd
Expense$424,657,006ExpenseAmt
Grant$424,657,006GrantAmt
Revenue$0RevenueAmt
DescGRANTS TO SUPPORT MEDICAL RESEARCH AND HEALTH CARE DELIVERY OF SERVICES FOR CITY OF HOPE NATIONAL MEDICAL CENTER, CITY OF HOPE MEDICAL FOUNDATION, ACCESS CITY OF HOPE, LLC, AND BIOMEDICAL RESEARCH CONDUCTED AT THE BECKMAN RESEARCH INSTITUTE OF THE CITY OF HOPE AND THE TRANSLATIONAL GENOMICS RESEARCH INSTITUTE.Desc

Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp

FieldValueIRS element (for citing)
Expense$1,676,627ExpenseAmt
Grant$0GrantAmt
Revenue$0RevenueAmt
DescA VARIETY OF SOCIAL SERVICES INCLUDING COMMUNITY OUTREACH, ADVOCACY AND HEALTH EDUCATION; HEALTH, PREVENTION, TREATMENT AND SURVIVORSHIP INFORMATION FOR PATIENTS AND FAMILIES; AND VARIOUS MEDICAL EDUCATION ACTIVITIES INCLUDING CANCER, DIABETES AND HIV/AIDS AWARENESS AND PREVENTION THAT ARE CONDUCTED AT THE MEDICAL CENTER, THE BECKMAN RESEARCH INSTITUTE OF THE CITY OF HOPE, AND CITY OF HOPE MEDICAL FOUNDATION.Desc
FieldValueIRS element (for citing)
Total Program Service Expenses$426,333,633TotalProgramServiceExpensesAmt
Described In Section501c3Yes (true)DescribedInSection501c3Ind
Schedule B RequiredYes (true)ScheduleBRequiredInd
Political Campaign ActyfalsePoliticalCampaignActyInd
Lobbying ActivitiesfalseLobbyingActivitiesInd
Subject To Proxy TaxfalseSubjectToProxyTaxInd
Donor Advised FundfalseDonorAdvisedFundInd
Conservation EasementsfalseConservationEasementsInd
Collections Of ArtfalseCollectionsOfArtInd
Credit CounselingfalseCreditCounselingInd
Temp Or Permanent EndowmentsYes (true)TempOrPermanentEndowmentsInd
Report Land Building EquipmentYes (true)ReportLandBuildingEquipmentInd
Report Investments Other SecYes (true)ReportInvestmentsOtherSecInd
Report Program Related InvstfalseReportProgramRelatedInvstInd
Report Other AssetsfalseReportOtherAssetsInd
Report Other LiabilitiesYes (true)ReportOtherLiabilitiesInd
Include FIN48 FootnoteYes (true)IncludeFIN48FootnoteInd
Independent Audit Fincl StmtfalseIndependentAuditFinclStmtInd
Consolidated Audit Fincl StmtYes (true)ConsolidatedAuditFinclStmtInd
School OperatingfalseSchoolOperatingInd
Foreign OfficefalseForeignOfficeInd
Foreign ActivitiesYes (true)ForeignActivitiesInd
More Than5000 K To OrgfalseMoreThan5000KToOrgInd
More Than5000 K To IndividualsfalseMoreThan5000KToIndividualsInd
Professional FundraisingYes (true)ProfessionalFundraisingInd
Fundraising ActivitiesYes (true)FundraisingActivitiesInd
Gaming ActivitiesfalseGamingActivitiesInd
Operate HospitalfalseOperateHospitalInd
Grants To OrganizationsYes (true)GrantsToOrganizationsInd
Grants To IndividualsfalseGrantsToIndividualsInd
Schedule J RequiredYes (true)ScheduleJRequiredInd
Tax Exempt BondsfalseTaxExemptBondsInd
Engaged In Excess Benefit TransfalseEngagedInExcessBenefitTransInd
PY Excess Benefit TransfalsePYExcessBenefitTransInd
Loan OutstandingfalseLoanOutstandingInd
Grant To Related PersonfalseGrantToRelatedPersonInd
Business Rln With Org MemfalseBusinessRlnWithOrgMemInd
Business Rln With Fam MemfalseBusinessRlnWithFamMemInd
Business Rln With Officer EntfalseBusinessRlnWithOfficerEntInd
Deductible Non Cash ContriYes (true)DeductibleNonCashContriInd
Deductible Art ContributionfalseDeductibleArtContributionInd
Terminate OperationsfalseTerminateOperationsInd
Partial LiquidationfalsePartialLiquidationInd
Disregarded EntityYes (true)DisregardedEntityInd
Related EntityYes (true)RelatedEntityInd
Related Organization Ctrl EntYes (true)RelatedOrganizationCtrlEntInd
Transaction With Control EntYes (true)TransactionWithControlEntInd
Trnsfr Exmpt Non Chrtbl Rltd OrgfalseTrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted PrtshpfalseActivitiesConductedPrtshpInd
Schedule O RequiredYes (true)ScheduleORequiredInd
Info In Schedule O Part VYes (X)InfoInScheduleOPartVInd
IRP Document163IRPDocumentCnt
IRP Document W2 G4IRPDocumentW2GCnt
Backup Wthld ComplianceYes (true)BackupWthldComplianceInd
Employee194EmployeeCnt
Employment Tax Returns FiledYes (true)EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over LimitYes (true)UnrelatedBusIncmOverLimitInd
Form990 T FiledYes (true)Form990TFiledInd
Foreign Financial AccountYes (true)ForeignFinancialAccountInd
Foreign CountryBDForeignCountryCd
Foreign CountryCJForeignCountryCd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Taxable Party NotificationfalseTaxablePartyNotificationInd
Nondeductible ContributionsfalseNondeductibleContributionsInd
Quid Pro Quo ContributionsYes (true)QuidProQuoContributionsInd
Quid Pro Quo Contri DisclYes (true)QuidProQuoContriDisclInd
Form8282 Property Disposed OffalseForm8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Indoor Tanning ServicesfalseIndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht PymtYes (true)SubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst IncfalseSubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members12GoverningBodyVotingMembersCnt
Independent Voting Member12IndependentVotingMemberCnt
Family Or Business RlnYes (true)FamilyOrBusinessRlnInd
Delegation Of Mgmt DutiesfalseDelegationOfMgmtDutiesInd
Change To Org DocumentsfalseChangeToOrgDocumentsInd
Material Diversion Or MisusefalseMaterialDiversionOrMisuseInd
Members Or StockholdersfalseMembersOrStockholdersInd
Election Of Board MembersfalseElectionOfBoardMembersInd
Decisions Subject To ApprovafalseDecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (true)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (true)MinutesOfCommitteesInd
Officer Mailing AddressfalseOfficerMailingAddressInd
Local ChaptersYes (true)LocalChaptersInd
Policies Reference ChaptersYes (true)PoliciesReferenceChaptersInd
Form990 Provided To Gvrn BodyYes (true)Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (true)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (true)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (true)RegularMonitoringEnfrcInd
Whistleblower PolicyYes (true)WhistleblowerPolicyInd
Document Retention PolicyYes (true)DocumentRetentionPolicyInd
Compensation Process CEOYes (true)CompensationProcessCEOInd
Compensation Process OtherYes (true)CompensationProcessOtherInd
Investment In Joint VenturefalseInvestmentInJointVentureInd
States Where Copy Of Return Is FldALStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldAKStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldAZStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldARStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldCAStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldCOStatesWhereCopyOfReturnIsFldCd
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States Where Copy Of Return Is FldFLStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldGAStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldHIStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldILStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldINStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldKSStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldKYStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldMEStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldMDStatesWhereCopyOfReturnIsFldCd
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States Where Copy Of Return Is FldMIStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldMNStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldMSStatesWhereCopyOfReturnIsFldCd
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States Where Copy Of Return Is FldNHStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldNJStatesWhereCopyOfReturnIsFldCd
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States Where Copy Of Return Is FldNDStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldOHStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldOKStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldORStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldPAStatesWhereCopyOfReturnIsFldCd
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States Where Copy Of Return Is FldTNStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldUTStatesWhereCopyOfReturnIsFldCd
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States Where Copy Of Return Is FldWVStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldWIStatesWhereCopyOfReturnIsFldCd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

FieldValueIRS element (for citing)
PersonJENNIFER PARKHURSTPersonNm
Phone6262564673PhoneNum

US Address USAddress

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

Form990 Part VII Section A Form990PartVIISectionAGrp (31 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtAverage Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtOfficerOfficerIndKey EmployeeKeyEmployeeIndHighest Compensated EmployeeHighestCompensatedEmployeeIndFormer Ofcr Director TrusteeFormerOfcrDirectorTrusteeInd
ANTHONY SCOTT
BOARD MEMBER (PT YR)2.00.0Yes (X)$0$0$0
BARBARA BRUSER
BOARD MEMBER2.00.0Yes (X)$0$0$0
GLENN STEELE MD PHD
BOARD MEMBER2.00.0Yes (X)$0$0$0
JODY HOROWITZ MARSH
BOARD MEMBER (PT YR)2.03.0Yes (X)$0$0$0
MALISSIA CLINTON
BOARD MEMBER2.00.0Yes (X)$0$0$0
MORGAN CHU
BOARD MEMBER2.03.0Yes (X)$0$0$0
NORMAN PAYSON MD
BOARD MEMBER2.02.0Yes (X)$0$0$0
PHILIP FASANO
BOARD MEMBER2.00.0Yes (X)$0$0$0
RANDOLPH BEATTY
BOARD MEMBER2.00.0Yes (X)$0$0$0
RONALD SARGENT
BOARD MEMBER2.00.0Yes (X)$0$0$0
SELWYN ISAKOW
BOARD MEMBER/CHAIR2.03.0Yes (X)$0$0$0Yes (X)
STEVEN FINK
BOARD MEMBER2.03.0Yes (X)$0$0$0
SUZANNE VAUTRINOT
BOARD MEMBER2.00.0Yes (X)$0$0$0
WILLIAM POST
BOARD MEMBER2.00.0Yes (X)$0$0$0
GREGORY SCHETINA
GENERAL COUNSEL/SECRETARY15.045.0$251,396$754,186$187,797Yes (X)
JEFFREY WALKER
COO/ASSISTANT SECRETARY15.045.0$197,499$592,495$58,645Yes (X)
JENNIFER PARKHURST
CFO/TREASURER15.045.0$307,559$922,674$80,629Yes (X)
KRISTIN BERTELL
CHIEF PHIL OFF/ASST SECRETARY51.09.0$1,002,004$176,824$182,598Yes (X)
ROBERT W STONE
PRESIDENT/CEO21.039.0$1,015,920$1,886,709$463,619Yes (X)
DONALD MATTHEWSON
ASSISTANT TREASURER - INCOMING15.045.0$0$0$0Yes (X)
JONATHAN REUTER
VP FACILITIES & CONSTRUCTION6.054.0$44,462$400,164$43,609Yes (X)
MARK HULSE
CHIEF DIGITAL OFFICER15.045.0$184,267$552,800$76,038Yes (X)
ANNETTE WALKER
PRESIDENT COH OC CANCER CTR60.00.0$747,838$0$45,717Yes (X)
DAVID A HORNE
VICE PROVOST3.057.0$34,875$662,606$58,532Yes (X)
DEBRA F FIELDS
EVP CHIEF TRANSFORMATION OFF15.045.0$291,432$874,294$203,665Yes (X)
HARLAN LEVINE MD
PRES STRATEGY & BUS VENTURES3.057.0$94,322$1,792,118$253,702Yes (X)
STEVEN T ROSEN MD
PROVOST, CANCER CTR DIRECTOR9.051.0$280,960$1,592,101$233,383Yes (X)
WILLIAM SARGEANT
FORMER OFFICER0.00.0$138,487$415,461$48,718Yes (X)
CORNELIS VAN DEN BERG
FORMER OFFICER15.045.0$195,276$585,827$32,318Yes (X)
MICHAEL A FRIEDMAN MD
FORMER OFFICER48.012.0$153,496$38,374$38,572Yes (X)
NATHAN C CHAPPELL
FORMER OFFICER60.00.0$521,216$0$71,553Yes (X)
FieldValueIRS element (for citing)
Total Reportable Comp From Org$5,461,009TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$11,246,633TotReportableCompRltdOrgAmt
Total Other Compensation$2,079,095TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K77IndivRcvdGreaterThan100KCnt
Former Ofcr Employees ListedYes (true)FormerOfcrEmployeesListedInd
Total Comp Greater Than150 KYes (true)TotalCompGreaterThan150KInd
Compensation From Other SrcsfalseCompensationFromOtherSrcsInd

Contractor Compensation ContractorCompensationGrp (5 entries)

Address Line1ContractorAddress/USAddress/AddressLine1TxtCityContractorAddress/USAddress/CityNmState AbbreviationContractorAddress/USAddress/StateAbbreviationCdZIPContractorAddress/USAddress/ZIPCdServicesServicesDescCompensationCompensationAmt
CHAPMAN CUBINE ADAMS HUSSEY
1600 wilson Blvd Suite 300ArlingtonVA22209PROF. FUNDARISING$4,979,600
ACCENTURE LLP
800 Corporate Pointe Suite 100Culver CityCA90230Consulting Services$2,004,403
LATHAM WATKINS
355 S Grand Ave Suite 100Los AngelesCA90071Legal Services$953,228
9TH WONDER
8687 Melrose Ave G300-9WWest HollywoodCA90069Marketing Services$796,308
THREE SIXTY ADVISORY GROUP LLC
1810 W KENNEDY BLVDTAMPAFL33606consulting services$736,397
FieldValueIRS element (for citing)
Cntrct Rcvd Greater Than100 K25CntrctRcvdGreaterThan100KCnt
Fundraising$3,407,022FundraisingAmt
Related Organizations$22,663,026RelatedOrganizationsAmt
All Other Contributions$87,862,908AllOtherContributionsAmt
Noncash Contributions$3,936,938NoncashContributionsAmt
Total Contributions$113,932,956TotalContributionsAmt
Total Program Service Revenue$0TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$24,768,117TotalRevenueColumnAmt
Exclusion$24,768,117ExclusionAmt

Incm From Invest Bond Proceeds IncmFromInvestBondProceedsGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt

Royalties Revenue RoyaltiesRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$379,602,654TotalRevenueColumnAmt
Exclusion$379,602,654ExclusionAmt

Gross Rents GrossRentsGrp

FieldValueIRS element (for citing)
Real$917,284RealAmt
Personal$0PersonalAmt

Less Rental Expenses LessRentalExpensesGrp

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

Rental Income Or Loss RentalIncomeOrLossGrp

FieldValueIRS element (for citing)
Real$917,284RealAmt
Personal$0PersonalAmt

Net Rental Income Or Loss NetRentalIncomeOrLossGrp

FieldValueIRS element (for citing)
Total Revenue Column$917,284TotalRevenueColumnAmt
Exclusion$917,284ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$1,036,634,388SecuritiesAmt
Other$406,591OtherAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$965,452,983SecuritiesAmt
Other$465,000OtherAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities$71,181,405SecuritiesAmt
Other-$58,409OtherAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column$71,122,996TotalRevenueColumnAmt
Exclusion$71,122,996ExclusionAmt
FieldValueIRS element (for citing)
Fundraising Gross Income$271,763FundraisingGrossIncomeAmt
Contri Rpt Fundraising Event$3,407,022ContriRptFundraisingEventAmt
Fundraising Direct Expenses$155,715FundraisingDirectExpensesAmt

Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp

FieldValueIRS element (for citing)
Total Revenue Column$116,048TotalRevenueColumnAmt
Exclusion$116,048ExclusionAmt
FieldValueIRS element (for citing)
Gaming Gross Income$0GamingGrossIncomeAmt
Gaming Direct Expenses$0GamingDirectExpensesAmt

Net Income From Gaming NetIncomeFromGamingGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt
FieldValueIRS element (for citing)
Gross Sales Of Inventory$0GrossSalesOfInventoryAmt
Cost Of Goods Sold$0CostOfGoodsSoldAmt

Net Income Or Loss NetIncomeOrLossGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt

Other Revenue Misc OtherRevenueMiscGrp (3 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmtUnrelated Business RevenueUnrelatedBusinessRevenueAmtExclusionExclusionAmt
INVESTMENT INCOME FROM K-1'S525990$1,803,553$0$1,803,553$0
MISCELLANEOUS INCOME900099$125,429$0$0$125,429
CASH SURRENDER VALUE GAIN900099$93,028$0$0$93,028
FieldValueIRS element (for citing)
Other Revenue Total$2,022,010OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$592,482,065TotalRevenueColumnAmt
Related Or Exempt Func Income$0RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$1,803,553UnrelatedBusinessRevenueAmt
Exclusion$476,745,556ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

FieldValueIRS element (for citing)
Total$424,657,006TotalAmt
Program Services$424,657,006ProgramServicesAmt

Grants To Domestic Individuals GrantsToDomesticIndividualsGrp

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

Foreign Grants ForeignGrantsGrp

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

Benefits To Members BenefitsToMembersGrp

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

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$3,213,392TotalAmt
Program Services$5,897ProgramServicesAmt
Management And General$2,554,945ManagementAndGeneralAmt
Fundraising$652,550FundraisingAmt

Comp Disqual Persons CompDisqualPersonsGrp

FieldValueIRS element (for citing)
Total$1,116,681TotalAmt
Program Services$109,122ProgramServicesAmt
Management And General$807,602ManagementAndGeneralAmt
Fundraising$199,957FundraisingAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$25,806,005TotalAmt
Program Services$924,558ProgramServicesAmt
Management And General$14,604,168ManagementAndGeneralAmt
Fundraising$10,277,279FundraisingAmt

Pension Plan Contributions PensionPlanContributionsGrp

FieldValueIRS element (for citing)
Total$518,956TotalAmt
Program Services$18,112ProgramServicesAmt
Management And General$274,336ManagementAndGeneralAmt
Fundraising$226,508FundraisingAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$2,318,107TotalAmt
Program Services$74,969ProgramServicesAmt
Management And General$1,429,839ManagementAndGeneralAmt
Fundraising$813,299FundraisingAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$1,744,517TotalAmt
Program Services$59,660ProgramServicesAmt
Management And General$1,042,335ManagementAndGeneralAmt
Fundraising$642,522FundraisingAmt

Fees For Services Management FeesForServicesManagementGrp

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

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$1,092,797TotalAmt
Management And General$594,752ManagementAndGeneralAmt
Fundraising$498,045FundraisingAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$68,841TotalAmt
Program Services$0ProgramServicesAmt
Management And General$68,841ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Fees For Services Lobbying FeesForServicesLobbyingGrp

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

Fees For Services Prof Fundraising FeesForServicesProfFundraising

FieldValueIRS element (for citing)
Total$5,430,865TotalAmt
Fundraising$5,430,865FundraisingAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

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

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$10,143,127TotalAmt
Program Services$148,946ProgramServicesAmt
Management And General$4,086,738ManagementAndGeneralAmt
Fundraising$5,907,443FundraisingAmt

Advertising AdvertisingGrp

FieldValueIRS element (for citing)
Total$694,867TotalAmt
Program Services$27ProgramServicesAmt
Management And General$585,187ManagementAndGeneralAmt
Fundraising$109,653FundraisingAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$3,169,380TotalAmt
Program Services$157,116ProgramServicesAmt
Management And General$2,372,707ManagementAndGeneralAmt
Fundraising$639,557FundraisingAmt

Information Technology InformationTechnologyGrp

FieldValueIRS element (for citing)
Total$2,297,695TotalAmt
Program Services$43,366ProgramServicesAmt
Management And General$1,679,261ManagementAndGeneralAmt
Fundraising$575,068FundraisingAmt

Royalties RoyaltiesGrp

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

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$581,388TotalAmt
Program Services$18,282ProgramServicesAmt
Management And General$322,758ManagementAndGeneralAmt
Fundraising$240,348FundraisingAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$1,198,863TotalAmt
Program Services$54,747ProgramServicesAmt
Management And General$616,383ManagementAndGeneralAmt
Fundraising$527,733FundraisingAmt

Pymt Travel Entrtnmnt Pub Ofcl PymtTravelEntrtnmntPubOfclGrp

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

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$488,974TotalAmt
Program Services$15,400ProgramServicesAmt
Management And General$287,775ManagementAndGeneralAmt
Fundraising$185,799FundraisingAmt

Interest InterestGrp

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

Payments To Affiliates PaymentsToAffiliatesGrp

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

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$1,259,652TotalAmt
Program Services$41,296ProgramServicesAmt
Management And General$764,399ManagementAndGeneralAmt
Fundraising$453,957FundraisingAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$216,907TotalAmt
Program Services$0ProgramServicesAmt
Management And General$216,907ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDescTotalTotalAmtProgram ServicesProgramServicesAmtManagement And GeneralManagementAndGeneralAmtFundraisingFundraisingAmt
Legal Settlement$2,000,000$0$2,000,000$0
Dues and Subscriptions$140,190$2,508$104,441$33,241
Tax & Licensing$105,913$2$105,776$135
ALL OTHER EXPENSE$259,625$2,619$86,295$170,711

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$488,523,748TotalAmt
Program Services$426,333,633ProgramServicesAmt
Management And General$34,605,445ManagementAndGeneralAmt
Fundraising$27,584,670FundraisingAmt
FieldValueIRS element (for citing)
Joint CostsYes (X)JointCostsInd

Total Joint Costs TotalJointCostsGrp

FieldValueIRS element (for citing)
Total$9,309,072TotalAmt
Program Services$459,822ProgramServicesAmt
Management And General$4,892,438ManagementAndGeneralAmt
Fundraising$3,956,812FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$17,160,398BOYAmt
EOY$25,922,088EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$86,439,859BOYAmt
EOY$11,743,516EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

FieldValueIRS element (for citing)
BOY$70,620,682BOYAmt
EOY$72,500,197EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$17,525,803BOYAmt
EOY$61,375,283EOYAmt

Receivables From Officers Etc ReceivablesFromOfficersEtcGrp

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

Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp

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

Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp

FieldValueIRS element (for citing)
BOY$106BOYAmt
EOY$0EOYAmt

Inventories For Sale Or Use InventoriesForSaleOrUseGrp

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

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$39,134BOYAmt
EOY$79,479EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$27,605,280LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$12,758,535LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$14,220,091BOYAmt
EOY$14,846,745EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$579,989,648BOYAmt
EOY$770,540,237EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

FieldValueIRS element (for citing)
BOY$749,909,179BOYAmt
EOY$763,125,003EOYAmt

Investments Program Related InvestmentsProgramRelatedGrp

FieldValueIRS element (for citing)
BOY$46,418,958BOYAmt
EOY$51,383,958EOYAmt

Intangible Assets IntangibleAssetsGrp

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

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
BOY$28,642,586BOYAmt
EOY$24,885,614EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$1,610,966,444BOYAmt
EOY$1,796,402,120EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$8,518,420BOYAmt
EOY$9,872,429EOYAmt

Grants Payable GrantsPayableGrp

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

Deferred Revenue DeferredRevenueGrp

FieldValueIRS element (for citing)
BOY$822,551BOYAmt
EOY$1,491,707EOYAmt

Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp

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

Escrow Account Liability EscrowAccountLiabilityGrp

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

Loans From Officers Directors LoansFromOfficersDirectorsGrp

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

Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp

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

Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp

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

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$53,848,048BOYAmt
EOY$69,599,731EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$63,189,019BOYAmt
EOY$80,963,867EOYAmt
FieldValueIRS element (for citing)
Organization Follows SFAS117Yes (X)OrganizationFollowsSFAS117Ind

Unrestricted Net Assets UnrestrictedNetAssetsGrp

FieldValueIRS element (for citing)
BOY$1,006,259,715BOYAmt
EOY$1,147,588,959EOYAmt

Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp

FieldValueIRS element (for citing)
BOY$363,855,659BOYAmt
EOY$375,269,666EOYAmt

Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp

FieldValueIRS element (for citing)
BOY$177,662,051BOYAmt
EOY$192,579,628EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$1,547,777,425BOYAmt
EOY$1,715,438,253EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$1,610,966,444BOYAmt
EOY$1,796,402,120EOYAmt
FieldValueIRS element (for citing)
Info In Schedule O Part XIYes (X)InfoInScheduleOPartXIInd
Reconcilation Revenue Expnss$103,958,317ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst-$62,288,330NetUnrlzdGainsLossesInvstAmt
Donated Services And Use Fclts$0DonatedServicesAndUseFcltsAmt
Investment Expense$0InvestmentExpenseAmt
Prior Period Adjustments$0PriorPeriodAdjustmentsAmt
Other Changes In Net Assets$125,990,841OtherChangesInNetAssetsAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or ReviewfalseAccountantCompileOrReviewInd
FS AuditedYes (true)FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

FieldValueIRS element (for citing)
Consolidated Basis Fincl StmtYes (X)ConsolidatedBasisFinclStmtInd
FieldValueIRS element (for citing)
Audit CommitteeYes (true)AuditCommitteeInd
Federal Grant Audit RequiredfalseFederalGrantAuditRequiredInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Public Organization170Yes (X)PublicOrganization170Ind

Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$125,760,188CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$130,758,956CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$124,283,559CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$141,961,318CurrentTaxYearMinus1YearAmt
Current Tax Year$113,932,956CurrentTaxYearAmt
Total$636,696,977TotalAmt

Tax Rev Levied Orgnztnl Bnft170 TaxRevLeviedOrgnztnlBnft170Grp

FieldValueIRS element (for citing)
Total$0TotalAmt

Govt Furn Srvc Fclts Vl170 GovtFurnSrvcFcltsVl170Grp

FieldValueIRS element (for citing)
Total$0TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$125,760,188CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$130,758,956CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$124,283,559CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$141,961,318CurrentTaxYearMinus1YearAmt
Current Tax Year$113,932,956CurrentTaxYearAmt
Total$636,696,977TotalAmt
FieldValueIRS element (for citing)
Substantial Contributors Tot$29,472,782SubstantialContributorsTotAmt
Public Support Total170$607,224,195PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$304,115,165CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$345,514,456CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$407,477,362CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$467,357,611CurrentTaxYearMinus1YearAmt
Current Tax Year$407,091,608CurrentTaxYearAmt
Total$1,931,556,202TotalAmt

Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$345,140CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$275,842CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$322,852CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$56,740CurrentTaxYearMinus1YearAmt
Current Tax Year$116,048CurrentTaxYearAmt
Total$1,116,622TotalAmt

Other Income170 OtherIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$494,427CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$76,320CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$7,049CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$92,367CurrentTaxYearMinus1YearAmt
Current Tax Year$218,457CurrentTaxYearAmt
Total$888,620TotalAmt
FieldValueIRS element (for citing)
Total Support$2,570,258,421TotalSupportAmt
Public Support CY1700.23625PublicSupportCY170Pct
Public Support PY1700.25090PublicSupportPY170Pct
Ten Pct Facts Crcmstncs Test CYYes (X)TenPctFactsCrcmstncsTestCYInd

Form990 Schedule A Part VI Form990ScheduleAPartVIGrp

FieldValueIRS element (for citing)
Form And Line ReferenceFORM 990, SCHEDULE A, SECTION C, LINE 17AFormAndLineReferenceDesc
ExplanationCITY OF HOPE HAS A CALCULATED PUBLIC SUPPORT PERCENTAGE FOR TAX YEAR 2018 OF 23.63 PERCENT, WHICH IS BELOW THE 33 1/3 PERCENTAGE SPECIFIED UNDER THE PUBLIC SUPPORT TEST. INCLUDED IN TOTAL SUPPORT IS REVENUE FROM ONE LICENSING ARRANGEMENT UNDER WHICH CITY OF HOPE LICENSED TO GENENTECH, INC. SUBSTANTIAL RIGHTS IN THREE PATENTS IN EXCHANGE FOR THE PAYMENT OF ROYALTIES FROM GENENTECH. THESE PATENTS ARE CO-OWNED WITH GENENTECH, AND EMERGED FROM RESEARCH DONE IN THE EARLY 1980S BY TWO CITY OF HOPE SCIENTISTS, WORKING IN COLLABORATION WITH GENENTECH SCIENTISTS, ON DEVELOPING NOVEL METHODS OF PRODUCING MONOCLONAL ANTIBODIES USING RECOMBINANT DNA TECHNOLOGY. THE ROYALTY REVENUE RECEIVED IN CONNECTION WITH THE PATENTS IS GENERATED FROM SALES OF DRUGS BY GENENTECH AS WELL AS FROM ROYALTIES AND OTHER AMOUNTS PAID BY ITS LICENSEES. THESE ROYALTY REVENUES REPRESENT APPROXIMATELY $1,824,000,000 OVER THE FIVE FISCAL YEARS PRESENTED IN PART II, SECTION B. THE INCLUSION OF THIS AMOUNT IN THE DENOMINATOR DRIVES DOWN THE PUBLIC SUPPORT PERCENTAGE. REMOVING ROYALTY REVENUES FROM THE DENOMINATOR PROVIDES A PUBLIC SUPPORT PERCENTAGE WELL ABOVE 33 1/3 PERCENT. THIS REVENUE STREAM HELPED SUPPORT CITY OF HOPE'S MISSION AND PROGRAMS. THE PATENTS EXPIRED IN THE FIRST QUARTER OF FISCAL YEAR 2019, AND CITY OF HOPE IS NOW RECEIVING CARRYOVER REVENUE RELATED TO SALES OF DRUGS MANUFACTURED BEFORE THE EXPIRY DATE. CITY OF HOPE HAS A CONTINUOUS AND WELL DEVELOPED PROGRAM FOR SOLICITATION OF CHARITABLE CONTRIBUTIONS. THIS PROGRAM INCLUDES A NATIONWIDE NETWORK OF MORE THAN TWO DOZEN INDUSTRY GROUPS, CONSISTING OF COMPANIES AND THEIR SUPPORTERS WITHIN A COMMON INDUSTRY; CHAPTER GROUPS, MADE UP OF INDIVIDUAL VOLUNTEERS IN CITIES ACROSS THE COUNTRY; AND OTHER PUBLIC CHARITIES THAT HOST FUNDRAISING EVENTS DIRECTLY BENEFITING CITY OF HOPE. BEYOND THESE GROUPS, AS WELL AS CORPORATE SPONSORS AND INDIVIDUAL BENEFACTORS, CITY OF HOPE ALSO HAS A WELL DIVERSIFIED FUNDRAISING NETWORK THROUGH EMPLOYEE GIVING PROGRAMS, DIRECT MAIL CAMPAIGNS, AND SPECIAL EVENTS THAT PROMOTE CITY OF HOPE'S MISSION. CITY OF HOPE RECEIVES CONTRIBUTIONS FROM A WIDE BASE OF SUPPORTERS AS EVIDENCED IN SCHEDULE B OF THIS 990. CITY OF HOPE MAINTAINS AN ENDOWMENT FUND THAT HAS GROWN OVER THE PAST FOUR YEARS, INCLUDING THROUGH FUNDRAISING. CITY OF HOPE IS GOVERNED BY A BOARD WITH KNOWLEDGE AND EXPERTISE IN AREAS IMPORTANT TO CITY OF HOPE'S MISSION AND OPERATIONS AND WHICH REPRESENTS THE BROADER INTERESTS OF THE GENERAL PUBLIC.ExplanationTxt

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
ContributorRESTRICTEDContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor US Address ContributorUSAddress

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

Schedule D IRS990ScheduleD

FieldValueIRS element (for citing)
Art Public Exhibition AmountsArtPublicExhibitionAmountsGrp
Held Works ArtHeldWorksArtGrp

CY Endwmt Fund CYEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$322,069,491BeginningYearBalanceAmt
Contributions$32,771,725ContributionsAmt
Investment Earnings Or Losses$394,645InvestmentEarningsOrLossesAmt
Grants Or Scholarships$0GrantsOrScholarshipsAmt
Other Expenditures$6,177,172OtherExpendituresAmt
Administrative Expenses$817,607AdministrativeExpensesAmt
End Year Balance$348,241,082EndYearBalanceAmt

CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$296,264,548BeginningYearBalanceAmt
Contributions$4,604,142ContributionsAmt
Investment Earnings Or Losses$27,012,931InvestmentEarningsOrLossesAmt
Other Expenditures$5,166,877OtherExpendituresAmt
Administrative Expenses$645,253AdministrativeExpensesAmt
End Year Balance$322,069,491EndYearBalanceAmt

CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$255,620,513BeginningYearBalanceAmt
Contributions$6,624,027ContributionsAmt
Investment Earnings Or Losses$40,159,719InvestmentEarningsOrLossesAmt
Other Expenditures$5,436,378OtherExpendituresAmt
Administrative Expenses$703,333AdministrativeExpensesAmt
End Year Balance$296,264,548EndYearBalanceAmt

CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$235,185,766BeginningYearBalanceAmt
Contributions$8,166,414ContributionsAmt
Investment Earnings Or Losses$24,345,193InvestmentEarningsOrLossesAmt
Other Expenditures$11,507,592OtherExpendituresAmt
Administrative Expenses$569,268AdministrativeExpensesAmt
End Year Balance$255,620,513EndYearBalanceAmt

CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$223,428,148BeginningYearBalanceAmt
Contributions$23,274,849ContributionsAmt
Investment Earnings Or Losses-$7,019,754InvestmentEarningsOrLossesAmt
Other Expenditures$3,976,176OtherExpendituresAmt
Administrative Expenses$521,301AdministrativeExpensesAmt
End Year Balance$235,185,766EndYearBalanceAmt
FieldValueIRS element (for citing)
Board Designated Balance EOY0.26930BoardDesignatedBalanceEOYPct
Prmnnt Endowment Balance EOY0.55300PrmnntEndowmentBalanceEOYPct
Term Endowment Balance EOY0.17770TermEndowmentBalanceEOYPct
Endowments Held Unrelated OrgfalseEndowmentsHeldUnrelatedOrgInd
Endowments Held Related OrgfalseEndowmentsHeldRelatedOrgInd

Land LandGrp

FieldValueIRS element (for citing)
Investment Cost Or Other Basis$1,847,000InvestmentCostOrOtherBasisAmt
Other Cost Or Other Basis$4,130,601OtherCostOrOtherBasisAmt
Book Value$5,977,601BookValueAmt

Buildings BuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$6,808,333OtherCostOrOtherBasisAmt
Depreciation$2,223,743DepreciationAmt
Book Value$4,584,590BookValueAmt

Leasehold Improvements LeaseholdImprovementsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$58,558OtherCostOrOtherBasisAmt
Depreciation$58,558DepreciationAmt
Book Value$0BookValueAmt

Equipment EquipmentGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$13,657,502OtherCostOrOtherBasisAmt
Depreciation$10,476,234DepreciationAmt
Book Value$3,181,268BookValueAmt

Other Land Buildings OtherLandBuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$1,103,286OtherCostOrOtherBasisAmt
Book Value$1,103,286BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$14,846,745TotalBookValueLandBuildingsAmt
Financial DerivativesFinancialDerivativesGrp
Closely Held Equity InterestsCloselyHeldEquityInterestsGrp

Other Securities OtherSecuritiesGrp

FieldValueIRS element (for citing)
DescAlternative InvestmentsDesc
Book Value$763,125,003BookValueAmt
Method ValuationFMethodValuationCd
FieldValueIRS element (for citing)
Total Book Value Securities$763,125,003TotalBookValueSecuritiesAmt
Federal Income Tax Liability$0FederalIncomeTaxLiabilityAmt

Other Liabilities Org OtherLiabilitiesOrgGrp (3 entries)

DescDescAmtAmt
DUE TO AFFILIATES$49,027,879
ANNUITANT OBLIGATIONS$19,067,825
OTHER LIABILITIES$1,504,027
FieldValueIRS element (for citing)
Total Liability$69,599,731TotalLiabilityAmt
Footnote TextYes (X)FootnoteTextInd

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
SCHEDULE D, PART V, LINE 4CITY 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 2THE FOLLOWING PARAGRAPH IS FROM THE CONSOLIDATED CITY OF HOPE AUDITED FINANCIAL STATEMENTS AS OF SEPTEMBER 30, 2019 (WHICH INCLUDES CITY OF HOPE, CITY OF HOPE AUXILIARIES (AUXILIARIES), CITY OF HOPE NATIONAL MEDICAL CENTER, THE CITY OF HOPE MEDICAL FOUNDATION, SOUTHERN CALIFORNIA RADIATION ONCOLOGY, LLC, THE TRANSLATIONAL GENOMICS RESEARCH INSTITUTE, ACCESS CITY OF HOPE, LCC, AND THE BECKMAN RESEARCH INSTITUTE OF THE CITY OF HOPE): FINANCIAL ACCOUNTING STANDARDS BOARD (FASB) ACCOUNTING STANDARDS CODIFICATION TOPIC ASC 740, INCOME TAXES, CLARIFIES THE ACCOUNTING FOR INCOME TAXES BY PRESCRIBING A MINIMUM RECOGNITION THRESHOLD THAT A TAX POSITION IS REQUIRED TO MEET BEFORE BEING RECOGNIZED IN THE FINANCIAL STATEMENTS. ASC 740 ALSO PROVIDES GUIDANCE ON DE-RECOGNITION, MEASUREMENT, CLASSIFICATION, INTEREST AND PENALTIES, DISCLOSURE AND TRANSITION. THE GUIDANCE CONTAINED IN ASC 740 IS APPLICABLE TO PASS-THROUGH ENTITIES AND TAX-EXEMPT ORGANIZATIONS. CITY OF HOPE HAS NO SIGNIFICANT UNCERTAIN TAX POSITIONS OR TAX LIABILITY FOR TAX BENEFITS, INTEREST OR PENALTIES ACCRUED AT SEPTEMBER 30, 2019 AND 2018.

Schedule F IRS990ScheduleF

Account Activities Outside US AccountActivitiesOutsideUSGrp (7 entries)

RegionRegionTxtType Of Activities ConductedTypeOfActivitiesConductedTxtRegion Total ExpendituresRegionTotalExpendituresAmtEmployeeEmployeeCnt
Central America and the CaribbeanInvestments$157,961,289
Central America and the CaribbeanFundraising$0
East Asia and the PacificFundraising$0
Europe (Including Iceland and Greenland)Fundraising$0
North AmericaFundraising$0
South AmericaFundraising$0
Middle East and North AfricaFundraising$8,6342
FieldValueIRS element (for citing)
Subtotal Employees2SubtotalEmployeesCnt
Total Employee2TotalEmployeeCnt
Subtotal Spent$157,969,923SubtotalSpentAmt
Total Spent$157,969,923TotalSpentAmt
Transfer To Foreign CorpYes (true)TransferToForeignCorpInd
Interest In Foreign TrustfalseInterestInForeignTrustInd
Foreign Corp OwnershipYes (true)ForeignCorpOwnershipInd
Passive Foreign Investmest CoYes (true)PassiveForeignInvestmestCoInd
Foreign PartnershipYes (true)ForeignPartnershipInd
Boycott CountriesfalseBoycottCountriesInd

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferenceSCHEDULE F, PART I, LINE 3FormAndLineReferenceDesc
ExplanationINVESTMENT ACTIVITIES OF THE CITY OF HOPE INCLUDE INVESTMENTS IN MULTIPLE VEHICLES THAT PROVIDE INVESTMENT INCOME AND RETURNS TO FURTHER THE INSTITUTION'S MISSION AND PROGRAMS. AS A RESULT, SOME INVESTMENTS ARE HELD IN OFFSHORE HEDGE FUNDS, MAINLY REGISTERED AS CAYMAN EXEMPTED CORPORATIONS. THESE INVESTMENTS HELP MITIGATE RISK IN THE PORTFOLIO AND REPRESENT APPROXIMATELY 9.99% OF CITY OF HOPE'S OVERALL CASH AND INVESTMENT PORTFOLIO. CITY OF HOPE HAS HOLDINGS THAT INCLUDE EQUITY COMINGLED FUNDS THAT INVEST PRIMARILY IN MARKETABLE EQUITY SECURITIES. THESE FUNDS ARE SUBJECT TO CERTAIN NOTICE REQUIREMENTS, BUT CAN BE LIQUIDATED AT LEAST MONTHLY. ALTERNATIVE INVESTMENTS ALSO INCLUDE HEDGE FUNDS AND LIMITED PARTNERSHIP FUNDS INVESTED IN REAL ESTATE AND NATURAL RESOURCES, MASTER LIMITED PARTNERSHIPS, PRIVATE EQUITY AND PRIVATE REAL ASSETS. ALL OF THESE INVESTMENTS HAVE BEEN INCLUDED IN FORM 990, PART X, LINE 12. CITY OF HOPE DOES NOT HAVE ANY PHYSICAL PRESENCE OF EMPLOYEES 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 AND GRANTS FROM PERSONS AND CORPORATIONS OUTSIDE OF THE UNITED STATES. ADDITIONALLY, CITY OF HOPE EMPLOYEES TRAVELED OUTSIDE THE UNITED STATES TO DISCUSS DONATION OPPORTUNITIES WITH INTERNATIONAL PROSPECTS.ExplanationTxt

Schedule G IRS990ScheduleG

FieldValueIRS element (for citing)
Mail SolicitationsYes (X)MailSolicitationsInd
Email SolicitationsYes (X)EmailSolicitationsInd
Phone SolicitationsYes (X)PhoneSolicitationsInd
In Person SolicitationsYes (X)InPersonSolicitationsInd
Solicitation Of Non Govt GrantsYes (X)SolicitationOfNonGovtGrantsInd
Special Fundraising EventsYes (X)SpecialFundraisingEventsInd
Agrmt Prof Fundraising ActyYes (true)AgrmtProfFundraisingActyInd

Fundraiser Activity Info FundraiserActivityInfoGrp (5 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdActivityActivityTxtFundraiser Control Of FundsFundraiserControlOfFundsIndGross ReceiptsGrossReceiptsAmtRetained By ContractorRetainedByContractorAmtNet To OrganizationNetToOrganizationAmt
CHAPMAN CUBINE ET AL
100 MONTGOMERY STSAN FRANCISCOCA94104EMAIL/MAIL SOLICITSfalse$13,330,514$4,963,653$8,366,861
DONOR SERVICES GROUP
6715 SUNSET BLVDLOS ANGELESCA90028PHONE SOLICITSfalse$14,486$29,032-$14,546
MAL WARWICK ASSOCIATES
2550 NINTH STREETBERKELEYCA94710MAIL/PHONE Solicitsfalse$0$144,140$0
MARKET SMART LLC
5906 MAIDEN LANEBETHESDAMD20817WEBSITE CONTENTfalse$0$268,079$0
TSM DONOR ENGAGEMENT TEAM
155 COMMERCE DRIVEFREEDOMPA15042Phone Solicitsfalse$0$25,960$0
FieldValueIRS element (for citing)
Total Gross Receipts$13,345,000TotalGrossReceiptsAmt
Total Retained By Contractors$5,430,864TotalRetainedByContractorsAmt
Total Net To Organization$8,352,315TotalNetToOrganizationAmt
All StatesAll StatesAllStatesCd

Fundraising Event Information FundraisingEventInformationGrp

FieldValueIRS element (for citing)
Event1LBFAC GalaEvent1Nm
Gross Receipts Event1$1,164,992GrossReceiptsEvent1Amt
Charitable Contri Event1$908,210CharitableContriEvent1Amt
Gross Revenue Event1$256,782GrossRevenueEvent1Amt
Cash Prizes Event1$0CashPrizesEvent1Amt
Non Cash Prizes Event1$0NonCashPrizesEvent1Amt
Rent Facility Costs Event1$90,453RentFacilityCostsEvent1Amt
Food And Beverage Event1$0FoodAndBeverageEvent1Amt
Entertainment Event1$10,500EntertainmentEvent1Amt
Other Direct Expenses Event1$6,000OtherDirectExpensesEvent1Amt
Event2WALK4HOPE LAEvent2Nm
Gross Receipts Event2$930,740GrossReceiptsEvent2Amt
Charitable Contri Event2$930,740CharitableContriEvent2Amt
Cash Prizes Event2$0CashPrizesEvent2Amt
Non Cash Prizes Event2$0NonCashPrizesEvent2Amt
Rent Facility Costs Event2$0RentFacilityCostsEvent2Amt
Food And Beverage Event2$0FoodAndBeverageEvent2Amt
Entertainment Event2$0EntertainmentEvent2Amt
Other Direct Expenses Event2$0OtherDirectExpensesEvent2Amt
Other Events Total16OtherEventsTotalCnt
Gross Receipts Other Events$1,575,883GrossReceiptsOtherEventsAmt
Charitable Contri Other Events$1,562,763CharitableContriOtherEventsAmt
Gross Revenue Other Events$13,120GrossRevenueOtherEventsAmt
Cash Prizes Other Events$0CashPrizesOtherEventsAmt
Non Cash Prizes Other Events$0NonCashPrizesOtherEventsAmt
Rent Fclty Costs Other Events$30,274RentFcltyCostsOtherEventsAmt
Food And Beverage Other Events$0FoodAndBeverageOtherEventsAmt
Entertainment Other Events$2,500EntertainmentOtherEventsAmt
Oth Direct Expnss Other Events$15,675OthDirectExpnssOtherEventsAmt
Gross Receipts Total$3,671,615GrossReceiptsTotalAmt
Charitable Contributions Tot$3,401,713CharitableContributionsTotAmt
Gross Revenue Total Events$269,902GrossRevenueTotalEventsAmt
Cash Prizes Total Events$0CashPrizesTotalEventsAmt
Non Cash Prizes Total Events$0NonCashPrizesTotalEventsAmt
Rent Fclty Costs Total Events$120,727RentFcltyCostsTotalEventsAmt
Food And Beverage Total Events$0FoodAndBeverageTotalEventsAmt
Entertainment Total Events$13,000EntertainmentTotalEventsAmt
Oth Direct Expnss Total Events$21,675OthDirectExpnssTotalEventsAmt
Direct Expense Summary Events$155,402DirectExpenseSummaryEventsAmt
Net Income Summary$114,500NetIncomeSummaryAmt
FieldValueIRS element (for citing)
Explanation If NoSee Part IV.ExplanationIfNoTxt

Persons With Books US Address PersonsWithBooksUSAddress

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

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferenceSCHEDULE G, PART I, LINE 2BFormAndLineReferenceDesc
ExplanationMARKET SMART LLC 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. CHAPMAN CUBINE ADAMS HUSSEY, LTD. (CCAH) 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 $2,153,074 TO CCAH TO COVER DIRECT MAILING AND POSTAGE EXPENSES. TOTAL PAYMENT FOR SUCH SERVICES IS REPORTED IN SCHEDULE G, PART I, LINE 2B, COLUMN (V). DONOR SERVICES GROUP, MAL WARWICK & ASSOCIATES AND TSM DONOR ENGAGEMENT TEAM ARE TELEMARKETING FUNDRAISING FIRMS WHICH PROVIDED CITY OF HOPE FUNDRAISING SERVICES FOR SOLICITING CONTRIBUTIONS FROM THE PUBLIC.ExplanationTxt

Schedule I IRS990ScheduleI

FieldValueIRS element (for citing)
Grant Records MaintainedYes (true)GrantRecordsMaintainedInd

Recipient Table RecipientTable (4 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdRecipient EINRecipientEINIRC SectionIRCSectionDescCash GrantCashGrantAmtPurpose Of GrantPurposeOfGrantTxt
City of Hope National Medical Center
1500 E Duarte RoadDuarteCA91010951683875501(C)(3)$6,089,081SEE PART IV
Beckman Research Institute of the COH
1450 E Duarte RoadDuarteCA91010953432210501(C)(3)$349,931,002SEE PART IV
City of Hope Medical Foundation
1500 East Duarte RoadDuarteCA91010274803222501(C)(3)$42,000,000SEE PART IV
The Translational Genomics Research Inst
445 N 5th StreetPhoenixAZ85004753065445501(C)(3)$26,636,923SEE PART IV
FieldValueIRS element (for citing)
Total501c3 Org4Total501c3OrgCnt

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferenceSCHEDULE I, PART I, LINE 2FormAndLineReferenceDesc
ExplanationCITY OF HOPE EXISTS TO FINANCIALLY SUPPORT ITS OPERATING SUBSIDIARY ORGANIZATIONS, THE CITY OF HOPE NATIONAL MEDICAL CENTER, THE CITY OF HOPE FOUNDATION, THE BECKMAN RESEARCH INSTITUTE AND THE TRANSLATIONAL GENOMICS RESEARCH INSTITUTE IN FURTHERING INNOVATIVE RESEARCH AND CANCER TREATMENT. CITY OF HOPE IS THE SOLE CORPORATE MEMBER OF THESE SUBSIDIARY ORGANIZATIONS AND MONITORS THEIR ACTIVITIES 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

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

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (16 entries)

TitleTitleTxtBase Compensation Filing OrgBaseCompensationFilingOrgAmtCompensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmtBonus Filing OrganizationBonusFilingOrganizationAmountBonus Related OrganizationsBonusRelatedOrganizationsAmtOther Compensation Filing OrgOtherCompensationFilingOrgAmtOther Compensation Rltd OrgsOtherCompensationRltdOrgsAmtDeferred Compensation Flng OrgDeferredCompensationFlngOrgAmtDeferred Comp Rltd OrgsDeferredCompRltdOrgsAmtNontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmtNontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmtTotal Compensation Filing OrgTotalCompensationFilingOrgAmtTotal Compensation Rltd OrgsTotalCompensationRltdOrgsAmtComp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmtComp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt
GREGORY SCHETINA
GENERAL COUNSEL/SECRETARY$129,638$388,913$110,767$332,302$10,991$32,971$35,347$106,042$11,602$34,806$298,345$895,034$27,923$83,769
JEFFREY WALKER
COO/ASSISTANT SECRETARY$122,562$367,687$63,654$190,961$11,283$33,847$8,000$24,000$6,661$19,984$212,160$636,479$0$0
JENNIFER PARKHURST
CFO/TREASURER$174,449$523,345$102,616$307,846$30,494$91,483$13,500$40,500$6,657$19,972$327,716$983,146$0$0
KRISTIN BERTELL
CHIEF PHIL OFF/ASST SECRETARY$451,623$79,698$420,545$74,214$129,836$22,912$121,917$21,515$33,291$5,875$1,157,212$204,214$155,704$27,477
ROBERT W STONE
PRESIDENT/CEO$466,471$866,303$512,018$950,891$37,431$69,515$149,577$277,787$12,689$23,566$1,178,186$2,188,062$112,817$209,517
WILLIAM SARGEANT
FORMER OFFICER$97,110$291,329$0$0$41,377$124,132$5,591$16,773$6,589$19,765$150,667$451,999$0$0
JONATHAN REUTER
VP FACILITIES & CONSTRUCTION$32,920$296,282$9,246$83,216$2,296$20,666$1,070$9,629$3,291$29,619$48,823$439,412$0$0
MARK HULSE
CHIEF DIGITAL OFFICER$126,125$378,374$41,192$123,577$16,950$50,849$10,625$31,875$8,385$25,153$203,277$609,828$0$0
ANNETTE WALKER
PRESIDENT COH OC CANCER CTR$411,654$0$328,462$0$7,722$0$28,333$0$17,384$0$793,555$0$0$0
DAVID A HORNE
VICE PROVOST$23,844$453,027$8,659$164,514$2,372$45,065$1,118$21,246$1,808$34,360$37,801$718,212$0$0
DEBRA F FIELDS
EVP CHIEF TRANSFORMATION OFF$149,395$448,186$131,206$393,616$10,831$32,492$40,016$120,048$10,900$32,701$342,348$1,027,043$29,531$88,594
HARLAN LEVINE MD
PRES STRATEGY & BUS VENTURES$44,887$852,850$44,988$854,774$4,447$84,494$10,947$208,000$1,738$33,017$107,007$2,033,135$8,753$166,297
STEVEN T ROSEN MD
PROVOST, CANCER CTR DIRECTOR$128,580$728,620$135,748$769,236$16,632$94,245$30,459$172,598$4,549$25,777$315,968$1,790,476$27,000$153,000
CORNELIS VAN DEN BERG
FORMER OFFICER$110,500$331,499$48,496$145,488$36,280$108,840$2,108$6,324$5,972$17,914$203,356$610,065$17,211$51,631
MICHAEL A FRIEDMAN MD
FORMER OFFICER$149,086$37,271$0$0$4,410$1,103$11,590$2,897$19,268$4,817$184,354$46,088$0$0
NATHAN C CHAPPELL
FORMER OFFICER$403,001$0$115,425$0$2,790$0$33,688$0$37,865$0$592,769$0$0$0

Supplemental Information Detail SupplementalInformationDetail (3 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
SCHEDULE J, PART I, LINE 1ATHE ORGANIZATION 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 4BCITY OF HOPE ALSO 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 2018 THE FOLLOWING INDIVIDUALS WITHDREW THE REFERENCED AMOUNTS TO COVER SUCH TAXES: KRISTIN BERTELL $ 50,101 CORNELIS VAN DEN BERG $ 46,611 STEVEN T. ROSEN MD $ 38,212 ROBERT W. STONE $ 30,601 DEBRA F. FIELDS $ 11,292 GREGORY SCHETINA $ 9,682 DAVID A. HORNE $ 8,415 MICHAEL A. FRIEDMAN MD $ 2,164 THESE AMOUNTS HAVE BEEN INCLUDED IN THE PARTICIPANTS INCOME ON SCHEDULE J, PART II COLUMN B(III). WILLIAM SARGEANT ENDED EMPLOYMENT WITH THE CITY OF HOPE NATIONAL MEDICAL CENTER DURING THE CALENDAR YEAR ENDING DECEMBER 31, 2018 AND RECEIVED DISTRIBUTIONS FROM THE PLAN TOTALING $243,977. THIS AMOUNT HAS BEEN REPORTED AS TAXABLE COMPENSATION IN EITHER THE CURRENT YEAR OR IN A PRIOR YEAR 990 IN SCHEDULE J, PART II, COLUMN B(III).
SCHEDULE J, PART I, LINE 7CITY OF HOPE EXECUTIVES AND SOME KEY EMPLOYEES ARE ELIGIBLE TO RECEIVE INCENTIVE COMPENSATION UNDER AN ANNUAL INCENTIVE PLAN (AIP) TIED TO THREE (3) KEY INDICATORS AND TWO OR MORE INDIVIDUAL OBJECTIVES. THE KEY INDICATORS REFLECT KEY AREAS OF STRATEGIC FOCUS AND THE EXEMPT HEALTHCARE MISSION OF THE CITY OF HOPE AND AFFILIATES AND ARE BOTH FINANCIAL AND NON-FINANCIAL. THE POTENTIAL INCENTIVE COMPENSATION IS BASED ON A WEIGHTED AVERAGE AMONG ALL INDICATORS AND IS PAID AS A PERCENTAGE OF EACH INDIVIDUAL PARTICIPANT'S BASE COMPENSATION. THE KEY INDICATORS ARE WEIGHTED AT 50% AND THE INDIVIDUAL OBJECTIVES ARE WEIGHTED AT 50%. THE AIP IS UNDER THE CONTROL OF AND ADMINISTERED BY THE INDEPENDENT DIRECTORS SERVING ON THE EXECUTIVE COMPENSATION AND GOVERNANCE COMMITTEE. TO BE ELIGIBLE, THE PARTICIPANTS IN THE AIP MUST BE EMPLOYED BY THE 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 THESE CIRCUMSTANCES (CANCELLATION POLICY): A) AN INCENTIVE PLAN PAYMENT OR AWARD IS MADE FOR A FISCAL PERIOD AND CITY OF HOPE SUBSEQUENTLY RESTATES OR OTHERWISE ADJUSTS THE ANNUAL PERFORMANCE MEASUREMENT CALCULATION IN A MANNER THAT WOULD REDUCE THE SIZE OF THE AWARD OR PAYMENT, OR; B) AN INCENTIVE PLAN PAYMENT OR AWARD IS MADE FOR FISCAL PERIOD AND CITY OF HOPE SUBSEQUENTLY DETERMINES THAT ONE OR MORE OF THE ANNUAL PERFORMANCE MEASUREMENT CALCULATIONS ON WHICH THE AWARD IS BASED OR IS PAID ARE MATERIALLY INACCURATE. DURING CALENDAR YEAR 2018 CITY OF HOPE PAID THE INCENTIVE COMPENSATION EARNED FOR FISCAL YEAR 2018 AND THESE AMOUNTS HAVE BEEN REPORTED IN SCHEDULE J, PART II, COLUMN B(II). CITY OF HOPE ALSO HAS AN EXECUTIVE LONG TERM INCENTIVE PLAN (LTI) FOR CERTAIN EXECUTIVES THAT IS DESIGNED TO DRIVE LONG-TERM ORGANIZATIONAL PERFORMANCE AND TRANSFORMATION BY ALIGNING EXECUTIVES WITH THE MULTI-YEAR STRATEGIC PLAN AND INCENTIVIZING THEM FOR ACHIEVING KEY ORGANIZATIONAL AND STRATEGIC OBJECTIVES AND GOALS. WITH THREE-YEAR VESTING PERIODS, THE LTI ALSO PROVIDES A MEANS FOR RETAINING KEY EXECUTIVE TALENT. THE PERFORMANCE PERIOD OF THE PLAN (CYCLE 4) RUNS FROM OCTOBER 1, 2015 THROUGH SEPTEMBER 30, 2018, WITH A NEW THREE YEAR PERFORMANCE PERIOD BEGINNING EACH OCTOBER 1 THEREAFTER (E.G., CYCLE 5 RUNS FROM OCTOBER 1, 2016 THROUGH SEPTEMBER 30, 2019). TO BE ELIGIBLE TO PARTICIPATE IN ANY PAYOUT UNDER THE LTI, PARTICIPANTS MUST BE ACTIVELY EMPLOYED BY CITY OF HOPE AT THE TIME OF THE INCENTIVE PLAN PAYMENT, AND BE MEETING OR EXCEEDING PERFORMANCE EXPECTATIONS. WHILE THE LTI DOES MEET THE REQUIREMENTS FOR A SUBSTANTIAL RISK OF FORFEITURE, AS OF THE CALENDAR YEAR ENDING DECEMBER 31, 2018, THE POTENTIAL LTI AMOUNTS HAVE BEEN ESTIMATED AND ACCRUED DURING THE CURRENT TAX YEAR AND ARE REPORTED AS DEFERRED COMPENSATION TO THE PLAN PARTICIPANTS IN SCHEDULE J, PART II, COLUMN C. THE LTI IS SUBJECT TO THE SAME CANCELLATION POLICY AS THE AIP DESCRIBED ABOVE. PARTICIPANTS WHO MET THE ELIGIBILITY CRITERIA RECEIVED PAYOUT OF PLAN CYCLE 4 LTI INCENTIVES (OCTOBER 1, 2015 THROUGH SEPTEMBER 30, 2018) IN DECEMBER 2018. THESE AMOUNTS HAVE BEEN REFLECTED IN SCHEDULE J PART II, COLUMN B(II).

Schedule M IRS990ScheduleM

FieldValueIRS element (for citing)
Works Of ArtWorksOfArtGrp
Art Historical TreasuresArtHistoricalTreasuresGrp
Art Fractional InterestArtFractionalInterestGrp
Books And PublicationsBooksAndPublicationsGrp
Clothing And Household GoodsClothingAndHouseholdGoodsGrp
Cars And Other VehiclesCarsAndOtherVehiclesGrp
Boats And PlanesBoatsAndPlanesGrp
Intellectual PropertyIntellectualPropertyGrp

Securities Publicly Traded SecuritiesPubliclyTradedGrp

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
Contribution113ContributionCnt
Noncash Contributions Rpt F990$3,471,938NoncashContributionsRptF990Amt
Method Of Determining RevenuesMarket ValueMethodOfDeterminingRevenuesTxt
FieldValueIRS element (for citing)
Securities Closely Held StockSecuritiesCloselyHeldStockGrp
Secur Prtnrshp Trust IntrstsSecurPrtnrshpTrustIntrstsGrp
Securities MiscellaneousSecuritiesMiscellaneousGrp
Qualified Contrib Hist StructQualifiedContribHistStructGrp
Qualified Contrib OtherQualifiedContribOtherGrp

Real Estate Residential RealEstateResidentialGrp

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
Contribution1ContributionCnt
Noncash Contributions Rpt F990$465,000NoncashContributionsRptF990Amt
Method Of Determining RevenuesMarket ValueMethodOfDeterminingRevenuesTxt
FieldValueIRS element (for citing)
Real Estate CommercialRealEstateCommercialGrp
Real Estate OtherRealEstateOtherGrp
CollectiblesCollectiblesGrp
Food InventoryFoodInventoryGrp
Drugs And Medical SuppliesDrugsAndMedicalSuppliesGrp
TaxidermyTaxidermyGrp
Historical ArtifactsHistoricalArtifactsGrp
Scientific SpecimensScientificSpecimensGrp
Archaeological ArtifactsArchaeologicalArtifactsGrp
Form8283 Received0Form8283ReceivedCnt
Any Property That Must Be HeldfalseAnyPropertyThatMustBeHeldInd
Review Process Unusual NC GiftsYes (true)ReviewProcessUnusualNCGiftsInd
Third Parties UsedYes (true)ThirdPartiesUsedInd

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
SCHEDULE M, PART I, COLUMN BLINE 9-SECURITIES AND LINE 17-REAL ESTATE-RESIDENTIAL ARE ALL REPORTED AS ITEMS CONTRIBUTED.
SCHEDULE M, PART I, LINE 32BCITY 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 O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (8 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990, PART I, LINE 6THE PHILANTHROPIC SPIRIT OF THOUSANDS OF VOLUNTEERS NATIONWIDE MAKES IT POSSIBLE FOR CITY OF HOPE AND AFFILIATES TO CONTINUE ITS LIFE-SAVING WORK. THIS SUPPORT PROVIDES A MAJOR PORTION OF OUR RESEARCH AND TREATMENT BUDGET EACH YEAR AND 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 TAX RETURNS OR THE AUDITED FINANCIAL STATEMENTS SINCE IT IS NOT SUSCEPTIBLE TO OBJECTIVE MEASUREMENT OR VALUATION. FORM 990, PART III, LINE 1 - CONTINUATION CITY OF HOPE, AN INNOVATIVE BIOMEDICAL RESEARCH, TREATMENT AND EDUCATIONAL INSTITUTION, ACCOMPLISHES THIS DIRECTLY OR INDIRECTLY THROUGH ONE OR MORE SUBSIDIARIES OR AFFILIATES THAT WERE FORMED TO RAISE FUNDS IN SUPPORT OF OUTSTANDING PATIENT CARE, TO CONDUCT INNOVATIVE RESEARCH AND THE OFFERING OF VITAL EDUCATION PROGRAMS FOCUSED ON RAISING AWARENESS AND ELIMINATING DISEASES. CITY OF HOPE COLLECTIVELY REFERS TO CITY OF HOPE, CITY OF HOPE AUXILIARY NETWORK, CITY OF HOPE NATIONAL MEDICAL CENTER, CITY OF HOPE MEDICAL FOUNDATION, BECKMAN RESEARCH INSTITUTE OF THE CITY OF HOPE, ACCESS CITY OF HOPE, LLC, SOUTHERN CALIFORNIA RADIATION ONCOLOGY LLC, AND THE TRANSLATIONAL GENOMICS RESEARCH INSTITUTE. FOUNDED IN 1913, CITY OF HOPE HAS BEEN DESIGNATED BY THE NATIONAL CANCER INSTITUTE AS A COMPREHENSIVE CANCER CENTER. OUR ROLE AS LEADERS IN PATIENT CARE, BASIC AND CLINICAL RESEARCH, AND THE TRANSLATION OF SCIENCE INTO TANGIBLE BENEFIT IS WIDELY ACKNOWLEDGED. OUR COMMUNITY INCLUDES RESEARCH ASSOCIATES, SCIENTISTS, DOCTORS, NURSES, ALLIED HEALTH PROFESSIONALS, GRADUATE STUDENTS, FUNDRAISING SPECIALISTS, MARKETING PROFESSIONALS, VOLUNTEERS AND EXTENSIVE OTHER SUPPORT STAFF. WE ARE UNITED BY OUR DESIRE TO FIND CURES, SAVE LIVES AND TRANSFORM THE FUTURE OF HEALTH. EVERY DISCOVERY WE MAKE AND EVERY NEW TREATMENT WE CREATE GIVES PEOPLE THE CHANCE TO LIVE LONGER, BETTER AND MORE FULLY. CITY OF HOPE CONTINUES TO BE A PIONEER OF PATIENT-CENTERED CARE AND REMAINS COMMITTED TO ITS TRADITION OF EXCEPTIONAL CARE FOR PATIENTS, FAMILIES AND COMMUNITIES AND IS SUPPORTED BY A NATIONAL FOUNDATION OF PHILANTHROPY.
FORM 990, PART V, LINE 1BCITY OF HOPE ISSUES FORMS W-2G IN ACCORDANCE WITH REQUIREMENTS SET FORTH IN INTERNAL REVENUE SERVICE REGULATIONS. THE FORMS W-2G THAT ARE ISSUED BY CITY OF HOPE INCLUDE THOSE ISSUED TO PERSONS WHO WERE AWARDED PRIZES THROUGH RAFFLE OR OTHER DRAWING ACTIVITIES THAT TOOK PLACE THROUGH THE AUXILIARY NETWORK, FOR WHICH A SEPARATE 990 IS FILED UNDER THE NAME "CITY OF HOPE GROUP RETURN" FEIN - 02-0765554.
FORM 990, PART V, LINE 2AMOST 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 THE "COMMON PAYMASTER", AS DEFINED IN SECTION 3121(S) OF THE INTERNAL REVENUE CODE. CITY OF HOPE REPORTS THESE CONCURRENT EMPLOYEES' TIME, EFFORT AND COMPENSATION ON THE INFORMATION RETURNS OF THE CITY OF HOPE ENTITIES BASED ON THE ESTIMATES OF THEIR TIME SPENT IN AND FOR EACH ENTITY. AS "COMMON PAYMASTER" THE MEDICAL CENTER ISSUES EACH OF THESE EMPLOYEES A SINGLE, COMBINED PAYCHECK AND ONE FORM W-2.
FORM 990, PART VI, SECTION A, LINE 2SUZANNE VAUTRINOT AND RONALD SARGENT HAVE A BUSINESS RELATIONSHIP. FORM 990, PART VI, SECTION B, LINE 11B A COPY OF THE FORM 990 IS REVIEWED BY THE AUDIT AND COMPLIANCE COMMITTEE OF THE BOARD OF DIRECTORS OF CITY OF HOPE, WHICH ASSISTS THE BOARD IN FULFILLING ITS RESPONSIBILITIES REGARDING FINANCIAL, ACCOUNTING, AND CORPORATE COMPLIANCE MATTERS OF THE AUXILIARY NETWORK. ADDITIONALLY, THE PREPARATION OF THE FORM 990 IS DONE BY AN EXTERNAL ACCOUNTING FIRM AND IS REVIEWED THOROUGHLY WITH INTERNAL LEADERSHIP AND EXTERNAL PARTICIPANTS, INCLUDING EY, AND RETAINED OUTSIDE TAX COUNSEL. PRIOR TO FILING, THE CITY OF HOPE FORM 990 IS MADE AVAILABLE TO VOTING MEMBERS OF THE CITY OF HOPE BOARD OF DIRECTORS FOR REVIEW. CITY OF HOPE (95-3435919) IS THE SOLE CORPORATE MEMBER OF THE CITY OF HOPE NATIONAL MEDICAL CENTER, THE CITY OF HOPE MEDICAL FOUNDATION, THE TRANSLATIONAL GENOMICS RESEARCH INSTITUTE, SOUTHERN CALIFORNIA RADIOLOGY ONCOLOGY LLC, ACCESS CITY OF HOPE AND BECKMAN RESEARCH INSTITUTE.
FORM 990, PART VI, SECTION B, LINE 12CALL EMPLOYEES OF CITY OF HOPE AND AFFILIATES, ITS BOARD OF DIRECTORS, 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, CHIEF COMPLIANCE OFFICER AND, AS APPLICABLE, THE CHAIR OF THE BOARD OR THE CONFLICT OF INTEREST AND COMMITMENT COMMITTEE, BASED UPON THE CLASSIFICATION OF PERSON MAKING THE DISCLOSURE. RESTRICTIONS IMPOSED ON PERSONS WITH AN ACTUAL OR PERCEIVED 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 TRANSACTIONS FOR CONFLICTS OF INTEREST IS DONE THROUGH REQUIRED DISCLOSURES AND UPDATES BY PERSONS COVERED BY THE ORGANIZATION'S CONFLICT OF INTEREST POLICIES AND A CONCURRENT REVIEW OF SUCH DISCLOSURES AGAINST TRANSACTIONS. CITY OF HOPE'S POLICY PROVIDES FOR DISCIPLINARY ACTION AGAINST PERSONS COVERED BY THE CONFLICT OF INTEREST POLICIES WHO DO NOT COMPLY WITH POLICY REQUIREMENTS.
FORM 990, PART VI, SECTION B, LINES 15A AND 15BTHE EXECUTIVE COMPENSATION AND GOVERNANCE COMMITTEE OF CITY OF HOPE'S BOARD OF DIRECTORS (COMMITTEE), PURSUANT TO A DELEGATION OF AUTHORITY FROM CITY OF HOPE'S BOARD OF DIRECTORS, IS RESPONSIBLE FOR SETTING THE COMPENSATION OF THE PRESIDENT AND CEO AND CERTAIN OTHER SENIOR EXECUTIVES. THE DIRECTORS ON THIS COMMITTEE ARE INDEPENDENT AND ADHERE TO A STRICT CONFLICT OF INTEREST POLICY AND 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, REVIEWS COMPARABLE AND BENCHMARK DATA PRESENTED BY THE CONSULTANT, AND REVIEWS CURRENT COMPENSATION PHILOSOPHY, STRUCTURE, AND ADMINISTRATION OF THE EXECUTIVE CASH COMPENSATION PROGRAMS AT CITY OF HOPE AND AFFILIATES. THE COMMITTEE CARRIES OUT THE BOARD OF DIRECTORS' OVERALL RESPONSIBILITIES RELATING TO EXECUTIVE COMPENSATION. THE EXECUTIVE COMPENSATION PHILOSOPHY IS DESIGNED TO ASSIST IN ATTRACTING AND RETAINING THE CALIBER OF EXECUTIVE LEADERSHIP REQUIRED TO ENABLE CITY OF HOPE TO ACHIEVE THE HIGHEST LEVELS OF COMMUNITY BENEFIT, IMPACT TO CLINICAL CARE, QUALITY RESEARCH AND EFFICIENT PHILANTHROPIC DEVELOPMENT. THE COMMITTEE TARGETS THE 50TH PERCENTILE OF BASE SALARY AND THE 75TH PERCENTILE OF TOTAL CASH COMPENSATION OF THE MARKET IN WHICH CITY OF HOPE COMPETES FOR EXECUTIVES. UNDER THE AIP AND THE LTI DESCRIBED ABOVE, A SUBSTANTIAL PORTION OF EXECUTIVE COMPENSATION IS LINKED DIRECTLY TO PERFORMANCE GOALS APPROVED IN ADVANCE BY THE COMMITTEE. AS A RESULT, PERFORMANCE COMPENSATION MAY VARY FROM YEAR TO YEAR. GOAL SETTING UNDER THE AIP IS TIED TO ANNUAL PERFORMANCE, INCLUDING THE ATTAINMENT OF SPECIFIC BUSINESS OBJECTIVES FOR STRATEGIC AND FINANCIAL PERFORMANCE AS WELL AS NON-FINANCIAL MEASURES SUCH AS PATIENT SATISFACTION AND QUALITY OF PATIENT CARE. THE LTI IS DESIGNED TO DRIVE LONG-TERM ORGANIZATIONAL PERFORMANCE AND TRANSFORMATION BY ALIGNING EXECUTIVES WITH THE MULTI-YEAR STRATEGIC PLAN AND INCENTIVIZING THEM TO ACHIEVE KEY ORGANIZATIONAL AND STRATEGIC OBJECTIVES AND GOALS. WITH THREE-YEAR VESTING PERIODS, THE LTI ALSO PROVIDES A MEANS FOR RETAINING KEY EXECUTIVE TALENT. THE COMMITTEE CONDUCTS ANNUAL COMPENSATION REVIEWS FOR EXECUTIVES AND CERTAIN KEY EMPLOYEES AND THIS WAS LAST COMPLETED ON DECEMBER 14, 2019. THE COMPENSATION PROGRAMS AND RANGES FOR ALL OFFICERS AND KEY EMPLOYEES LISTED ON FORM 990, PART VII, AT THE SVP OR EQUIVALENT LEVEL AND ABOVE ARE REVIEWED BY THIS COMMITTEE.
FORM 990, PART VI, SECTION C, LINE 19CITY OF HOPE'S ARTICLES OF INCORPORATION ARE AVAILABLE TO THE PUBLIC FROM THE SECRETARY OF STATE. CITY OF HOPE AND AFFILIATES' AUDITED FINANCIAL STATEMENTS ARE AVAILABLE ON CITY OF HOPE'S 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 XI, LINE 9OTHER CHANGES IN NET ASSETS ADJUSTMENT RELATED TO CHANGES IN ACCOUNTING GUIDELINES - $125,990,841

Schedule R IRS990ScheduleR

Id Disregarded Entities IdDisregardedEntitiesGrp

Disregarded Entity Name DisregardedEntityName

FieldValueIRS element (for citing)
Business Name Line1ACCESS CITY OF HOPE LLCBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line11500 EAST DUARTE ROADAddressLine1Txt
CityDUARTECityNm
State AbbreviationCAStateAbbreviationCd
ZIP91010ZIPCd
FieldValueIRS element (for citing)
EIN842818450EIN
Primary ActivitiesONCOLOGY SPPTPrimaryActivitiesTxt
Legal Domicile StateDELegalDomicileStateCd
Total Income$0TotalIncomeAmt
End Of Year Assets$0EndOfYearAssetsAmt

Direct Controlling Entity Name DirectControllingEntityName

FieldValueIRS element (for citing)
Business Name Line1CITY OF HOPEBusinessNameLine1Txt

Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (5 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdEINEINPrimary ActivitiesPrimaryActivitiesTxtLegal Domicile StateLegalDomicileStateCdExempt Code SectionExemptCodeSectionTxtPublic Charity StatusPublicCharityStatusTxtBusiness Name Line1DirectControllingEntityName/BusinessNameLine1TxtControlled OrganizationControlledOrganizationInd
CITY OF HOPE NATIONAL MEDICAL CENTER
1500 EAST DUARTE ROADDUARTECA91010951683875HOSPITALCA501(C)(3)3City of HopeYes (true)
BECKMAN RESEARCH INSTITUTE
1450 EAST DUARTE ROADDUARTECA91010953432210RESEARCHCA501(C)(3)4City of HopeYes (true)
CITY OF HOPE MEDICAL FOUNDATION
1500 EAST Duarte RoadDuarteCA91010274803222HealthcareCA501(C)(3)3City of HopeYes (true)
THE TRANSLATIONAL GENOMIC RESEARCH INST
445 N 5TH STREET SUITE 600PHOENIXAZ85004753065445RESEARCHAZ501(C)(3)7CITY OF HOPEYes (true)
TGEN RESEARCH INSTITUTE FOUNDATION
445 N 5TH STREET SUITE 600PHOENIXAZ85004331092191FUNDRAISINGAZ501(C)(3)7TGENYes (true)

Id Related Org Txbl Partnership IdRelatedOrgTxblPartnershipGrp

Related Organization Name RelatedOrganizationName

FieldValueIRS element (for citing)
Business Name Line1SOUTHERN CA RADIATION ONCOLOGYBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 819067AddressLine1Txt
CityDALLASCityNm
State AbbreviationTXStateAbbreviationCd
ZIP75381ZIPCd
FieldValueIRS element (for citing)
Primary ActivitiesMGMT SERVICESPrimaryActivitiesTxt
Legal Domicile StateCALegalDomicileStateCd

Direct Controlling Entity Name DirectControllingEntityName

FieldValueIRS element (for citing)
Business Name Line1NABusinessNameLine1Txt
FieldValueIRS element (for citing)
Predominant Income TypeN/APredominantIncomeTypeTxt

Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp

Related Organization Name RelatedOrganizationName

FieldValueIRS element (for citing)
Business Name Line1CHARITABLE REMAINDER TRUSTS (22)BusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line11500 EAST DUARTE ROADAddressLine1Txt
CityDUARTECityNm
State AbbreviationCAStateAbbreviationCd
ZIP91010ZIPCd
FieldValueIRS element (for citing)
Primary ActivitiesSUPPORTPrimaryActivitiesTxt
Legal Domicile StateCALegalDomicileStateCd

Direct Controlling Entity Name DirectControllingEntityName

FieldValueIRS element (for citing)
Business Name Line1COHBusinessNameLine1Txt
FieldValueIRS element (for citing)
Entity TypeTrustEntityTypeTxt
Controlled OrganizationfalseControlledOrganizationInd
FieldValueIRS element (for citing)
Receipt Of Int Annts Rnts RyltsfalseReceiptOfIntAnntsRntsRyltsInd
Gift Grnt Or Cap Contri To Oth OrgYes (true)GiftGrntOrCapContriToOthOrgInd
Gift Grnt Cap Contri From Oth OrgYes (true)GiftGrntCapContriFromOthOrgInd
Loans Or Guarantees To Other OrgYes (true)LoansOrGuaranteesToOtherOrgInd
Loans Or Guarantees From Oth OrgfalseLoansOrGuaranteesFromOthOrgInd
Div Related OrganizationfalseDivRelatedOrganizationInd
Asset Sale To Other OrgfalseAssetSaleToOtherOrgInd
Asset Purchase From Other OrgfalseAssetPurchaseFromOtherOrgInd
Asset ExchangefalseAssetExchangeInd
Rental Of Facilities To Oth OrgYes (true)RentalOfFacilitiesToOthOrgInd
Rental Of Fclts From Oth OrgfalseRentalOfFcltsFromOthOrgInd
Perform Of Services For Oth OrgYes (true)PerformOfServicesForOthOrgInd
Perform Of Services By Other OrgYes (true)PerformOfServicesByOtherOrgInd
Sharing Of FacilitiesfalseSharingOfFacilitiesInd
Paid Employees SharingYes (true)PaidEmployeesSharingInd
Reimbursement Paid To Other OrgYes (true)ReimbursementPaidToOtherOrgInd
Reimbursement Paid By Other OrgYes (true)ReimbursementPaidByOtherOrgInd
Transfer To Other OrgfalseTransferToOtherOrgInd
Transfer From Other OrgfalseTransferFromOtherOrgInd

Transactions Related Org TransactionsRelatedOrgGrp (34 entries)

Transaction TypeTransactionTypeTxtInvolvedInvolvedAmtMethod Of Amount DeterminationMethodOfAmountDeterminationTxt
CITY OF HOPE NATIONAL MEDICAL CENTER
B$6,089,081FMV
BECKMAN RESEARCH INSTITUTE OF CITY OF HOPE
B$349,931,002FMV
CITY OF HOPE MEDICAL FOUNDATION
B$42,000,000FMV
THE TRANSLATIONAL GENOMICS RESEARCH INSTITUTE
B$26,636,923FMV
BOARD OF GOVERNORS #71331
C$69,004FMV
CALIFORNIA INSURANCE COUNCIL #71215
C$818,590FMV
CONSTRUCTION & REAL ESTATE IND #71225
C$566,181FMV
CONSTRUCTION INDUSTRIES ALLI #71082
C$846,366FMV
DESERT COMMUNITIES WOMENS CNCL #71601
C$69,935FMV
EAST ENDJEANNE KAYE LEAGUE #70732
C$92,183FMV
FASHION AND RETAIL GROUP #70031
C$100,253FMV
FOOD INDUSTRIES CIRCLE #71081
C$4,266,027FMV
HARDWARE HOME IMPROVEMENT IND #71183
C$4,106,331FMV
HOME FURNISHINGS & CONSUMER EL #70715
C$1,557,062FMV
LA COUNTY SHERIFF'S CHAPTER #71454
C$133,806FMV
LA REAL ESTATECONSTRUCTION #71487
C$1,115,939FMV
MUSIC & ENTERTAINMENT INDUSTRY #71050
C$3,266,707FMV
NATIONAL LIFE INSURANCE CNCL #71651
C$200,132FMV
NATIONAL OFFICE PRODUCTS CNCL #71362
C$2,913,592FMV
NATIONAL PROFESSIONAL SALON #70835
C$348,176FMV
NO CA FOOD & DRUG INDS CIRCLE #71203
C$984,098FMV
NO CA REAL ESTCONST BUS ALLI #71439
C$471,492FMV
PACIFIC NORTHWEST FOOD IND CIR #71481
C$222,416FMV
SOUTHWEST FOOD INDUSTRIES CIR #71562
C$148,716FMV
CITY OF HOPE MEDICAL FOUNDATION
J$450,000FMV
CITY OF HOPE NATIONAL MEDICAL CENTER
L$104,479FMV
CITY OF HOPE NATIONAL MEDICAL CENTER
M$10,887,759FMV
CITY OF HOPE NATIONAL MEDICAL CENTER
O$8,079,054FMV
BECKMAN RESEARCH INSTITUTE OF CITY OF HOPE
O$61,964FMV
CITY OF HOPE NATIONAL MEDICAL CENTER
P$5,001,769FMV
BECKMAN RESEARCH INSTITUTE OF CITY OF HOPE
P$99,218FMV
CITY OF HOPE NATIONAL MEDICAL CENTER
Q$4,749,903FMV
CITY OF HOPE MEDICAL FOUNDATION
Q$234,050FMV
THE TRANSLATIONAL GENOMICS RESEARCH INSTITUTE
D$25,000,000FMV

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferenceSCHEDULE R, PART IIFormAndLineReferenceDesc
ExplanationIN ACCORDANCE WITH THE FORM 990, SCHEDULE R INSTRUCTIONS, THE AUXILIARY CHAPTER ORGANIZATIONS INCLUDED IN THE CITY OF HOPE GROUP RETURN EXEMPTION ARE NOT REPORTED ON PART II OF SCHEDULE R AS RELATED TAX-EXEMPT ORGANIZATIONS. HOWEVER, THE TRANSACTIONS BETWEEN CITY OF HOPE AND THE AUXILIARY CHAPTER ORGANIZATIONS ARE REPORTED IN PART V OF SCHEDULE R, ON LINE 1 AND LINE 2, TO THE EXTENT THE TRANSACTIONS EXCEED THE $50,000 REPORTING THRESHOLD. THE TRANSACTIONS ARE REPORTED AT THEIR CASH VALUE.ExplanationTxt