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
- 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 | 2020-08-14T13:05:46-05:00 | ReturnTs |
| Tax Period End | 2019-09-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ERNST & YOUNG US LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 18101 VON KARMAN AVE SUITE 1700 | AddressLine1Txt |
| City | IRVINE | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 92612 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2018-10-01 | 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) |
|---|---|---|
| In Care Of | % JENNIFER PARKHURST | InCareOfNm |
| Business Name Control | CITY | BusinessNameControlTxt |
| Phone | 6262564673 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1500 EAST DUARTE ROAD | AddressLine1Txt |
| City | DUARTE | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 91010 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JENNIFER PARKHURST | PersonNm |
| Person Title | CFO | PersonTitleTxt |
| Signature | 2020-08-05 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Kara Adams | PreparerPersonNm |
| PTIN | P00023315 | PTIN |
| Phone | 9497942300 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 76.103.183.71 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Federal Original Submission Id | 33577420202275000027 | FederalOriginalSubmissionId |
| Federal Original Submission Id | 2020-08-14 | FederalOriginalSubmissionIdDt |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | D557AE15DEE7CB4B05DACC65102BA7DE9D2F1E46 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | C14809353AC8B922CDA71DEA69DCA1FF1BA1B89C | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2018 | TaxYr |
| Build TS | 2020-09-23 17:36:50Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | ROBERT W STONE | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1500 EAST DUARTE ROAD | AddressLine1Txt |
| City | DUARTE | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 91010 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $1,558,555,763 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.CITYOFHOPE.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1980 | FormationYr |
| Legal Domicile State | CA | LegalDomicileStateCd |
| Activity Or Mission | TO 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 Body | 12 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 12 | VotingMembersIndependentCnt |
| Total Employee | 194 | TotalEmployeeCnt |
| Total Volunteers | 10000 | TotalVolunteersCnt |
| Total Gross UBI | $1,803,553 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $141,961,318 | PYContributionsGrantsAmt |
| CY Contributions Grants | $113,932,956 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $0 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $0 | CYProgramServiceRevenueAmt |
| PY Investment Income | $60,386,081 | PYInvestmentIncomeAmt |
| CY Investment Income | $95,891,113 | CYInvestmentIncomeAmt |
| PY Other Revenue | $443,266,174 | PYOtherRevenueAmt |
| CY Other Revenue | $382,657,996 | CYOtherRevenueAmt |
| PY Total Revenue | $645,613,573 | PYTotalRevenueAmt |
| CY Total Revenue | $592,482,065 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $470,090,717 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $424,657,006 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $31,310,578 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $34,717,658 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $5,416,023 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $5,430,865 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $27,584,670 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $23,467,742 | PYOtherExpensesAmt |
| CY Other Expenses | $23,718,219 | CYOtherExpensesAmt |
| PY Total Expenses | $530,285,060 | PYTotalExpensesAmt |
| CY Total Expenses | $488,523,748 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $115,328,513 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $103,958,317 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $1,610,966,444 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,796,402,120 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $63,189,019 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $80,963,867 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $1,547,777,425 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $1,715,438,253 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | CITY OF HOPE PROVIDES FINANCIAL SUPPORT FOR ADVANCEMENT OF TREATMENTS TO PERSONS SUFFERING FROM CANCER, DIABETES, AND OTHER LIFE-THREATENING DISEASES. CONTINUED ON SCHEDULE O | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $424,657,006 | ExpenseAmt |
| Grant | $424,657,006 | GrantAmt |
| Revenue | $0 | RevenueAmt |
| Desc | GRANTS 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $1,676,627 | ExpenseAmt |
| Grant | $0 | GrantAmt |
| Revenue | $0 | RevenueAmt |
| Desc | A 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 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $426,333,633 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (true) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (true) | ScheduleBRequiredInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | false | LobbyingActivitiesInd |
| Subject To Proxy Tax | false | SubjectToProxyTaxInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Conservation Easements | false | ConservationEasementsInd |
| Collections Of Art | false | CollectionsOfArtInd |
| Credit Counseling | false | CreditCounselingInd |
| Temp Or Permanent Endowments | Yes (true) | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (true) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | Yes (true) | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | false | ReportProgramRelatedInvstInd |
| Report Other Assets | false | 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 | false | 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 With Officer Ent | false | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | Yes (true) | DeductibleNonCashContriInd |
| Deductible Art Contribution | false | 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 | 163 | IRPDocumentCnt |
| IRP Document W2 G | 4 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (true) | BackupWthldComplianceInd |
| Employee | 194 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (true) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | Yes (true) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (true) | Form990TFiledInd |
| Foreign Financial Account | Yes (true) | ForeignFinancialAccountInd |
| Foreign Country | BD | ForeignCountryCd |
| Foreign Country | CJ | ForeignCountryCd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | false | TaxablePartyNotificationInd |
| Nondeductible Contributions | false | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | 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 | 12 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 12 | 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 | Yes (true) | 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 | AL | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | AK | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | AZ | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | AR | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | CA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | CO | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | CT | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | DE | 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 | HI | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | IL | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | IN | 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 | ME | 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 | MO | 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 | OH | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | OK | 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 | WA | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JENNIFER PARKHURST | PersonNm |
| Phone | 6262564673 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1500 EAST DUARTE ROAD | AddressLine1Txt |
| City | DUARTE | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 91010 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (31 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | OfficerOfficerInd | Key EmployeeKeyEmployeeInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd | Former Ofcr Director TrusteeFormerOfcrDirectorTrusteeInd |
|---|---|---|---|---|---|---|---|---|---|---|
| ANTHONY SCOTT | ||||||||||
| BOARD MEMBER (PT YR) | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||||
| BARBARA BRUSER | ||||||||||
| BOARD MEMBER | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||||
| GLENN STEELE MD PHD | ||||||||||
| BOARD MEMBER | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||||
| JODY HOROWITZ MARSH | ||||||||||
| BOARD MEMBER (PT YR) | 2.0 | 3.0 | Yes (X) | $0 | $0 | $0 | ||||
| MALISSIA CLINTON | ||||||||||
| BOARD MEMBER | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||||
| MORGAN CHU | ||||||||||
| BOARD MEMBER | 2.0 | 3.0 | Yes (X) | $0 | $0 | $0 | ||||
| NORMAN PAYSON MD | ||||||||||
| BOARD MEMBER | 2.0 | 2.0 | Yes (X) | $0 | $0 | $0 | ||||
| PHILIP FASANO | ||||||||||
| BOARD MEMBER | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||||
| RANDOLPH BEATTY | ||||||||||
| BOARD MEMBER | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||||
| RONALD SARGENT | ||||||||||
| BOARD MEMBER | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||||
| SELWYN ISAKOW | ||||||||||
| BOARD MEMBER/CHAIR | 2.0 | 3.0 | Yes (X) | $0 | $0 | $0 | Yes (X) | |||
| STEVEN FINK | ||||||||||
| BOARD MEMBER | 2.0 | 3.0 | Yes (X) | $0 | $0 | $0 | ||||
| SUZANNE VAUTRINOT | ||||||||||
| BOARD MEMBER | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||||
| WILLIAM POST | ||||||||||
| BOARD MEMBER | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||||
| GREGORY SCHETINA | ||||||||||
| GENERAL COUNSEL/SECRETARY | 15.0 | 45.0 | $251,396 | $754,186 | $187,797 | Yes (X) | ||||
| JEFFREY WALKER | ||||||||||
| COO/ASSISTANT SECRETARY | 15.0 | 45.0 | $197,499 | $592,495 | $58,645 | Yes (X) | ||||
| JENNIFER PARKHURST | ||||||||||
| CFO/TREASURER | 15.0 | 45.0 | $307,559 | $922,674 | $80,629 | Yes (X) | ||||
| KRISTIN BERTELL | ||||||||||
| CHIEF PHIL OFF/ASST SECRETARY | 51.0 | 9.0 | $1,002,004 | $176,824 | $182,598 | Yes (X) | ||||
| ROBERT W STONE | ||||||||||
| PRESIDENT/CEO | 21.0 | 39.0 | $1,015,920 | $1,886,709 | $463,619 | Yes (X) | ||||
| DONALD MATTHEWSON | ||||||||||
| ASSISTANT TREASURER - INCOMING | 15.0 | 45.0 | $0 | $0 | $0 | Yes (X) | ||||
| JONATHAN REUTER | ||||||||||
| VP FACILITIES & CONSTRUCTION | 6.0 | 54.0 | $44,462 | $400,164 | $43,609 | Yes (X) | ||||
| MARK HULSE | ||||||||||
| CHIEF DIGITAL OFFICER | 15.0 | 45.0 | $184,267 | $552,800 | $76,038 | Yes (X) | ||||
| ANNETTE WALKER | ||||||||||
| PRESIDENT COH OC CANCER CTR | 60.0 | 0.0 | $747,838 | $0 | $45,717 | Yes (X) | ||||
| DAVID A HORNE | ||||||||||
| VICE PROVOST | 3.0 | 57.0 | $34,875 | $662,606 | $58,532 | Yes (X) | ||||
| DEBRA F FIELDS | ||||||||||
| EVP CHIEF TRANSFORMATION OFF | 15.0 | 45.0 | $291,432 | $874,294 | $203,665 | Yes (X) | ||||
| HARLAN LEVINE MD | ||||||||||
| PRES STRATEGY & BUS VENTURES | 3.0 | 57.0 | $94,322 | $1,792,118 | $253,702 | Yes (X) | ||||
| STEVEN T ROSEN MD | ||||||||||
| PROVOST, CANCER CTR DIRECTOR | 9.0 | 51.0 | $280,960 | $1,592,101 | $233,383 | Yes (X) | ||||
| WILLIAM SARGEANT | ||||||||||
| FORMER OFFICER | 0.0 | 0.0 | $138,487 | $415,461 | $48,718 | Yes (X) | ||||
| CORNELIS VAN DEN BERG | ||||||||||
| FORMER OFFICER | 15.0 | 45.0 | $195,276 | $585,827 | $32,318 | Yes (X) | ||||
| MICHAEL A FRIEDMAN MD | ||||||||||
| FORMER OFFICER | 48.0 | 12.0 | $153,496 | $38,374 | $38,572 | Yes (X) | ||||
| NATHAN C CHAPPELL | ||||||||||
| FORMER OFFICER | 60.0 | 0.0 | $521,216 | $0 | $71,553 | Yes (X) | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $5,461,009 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $11,246,633 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $2,079,095 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 77 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | Yes (true) | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (true) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| CHAPMAN CUBINE ADAMS HUSSEY | |||||
| 1600 wilson Blvd Suite 300 | Arlington | VA | 22209 | PROF. FUNDARISING | $4,979,600 |
| ACCENTURE LLP | |||||
| 800 Corporate Pointe Suite 100 | Culver City | CA | 90230 | Consulting Services | $2,004,403 |
| LATHAM WATKINS | |||||
| 355 S Grand Ave Suite 100 | Los Angeles | CA | 90071 | Legal Services | $953,228 |
| 9TH WONDER | |||||
| 8687 Melrose Ave G300-9W | West Hollywood | CA | 90069 | Marketing Services | $796,308 |
| THREE SIXTY ADVISORY GROUP LLC | |||||
| 1810 W KENNEDY BLVD | TAMPA | FL | 33606 | consulting services | $736,397 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 25 | CntrctRcvdGreaterThan100KCnt |
| Fundraising | $3,407,022 | FundraisingAmt |
| Related Organizations | $22,663,026 | RelatedOrganizationsAmt |
| All Other Contributions | $87,862,908 | AllOtherContributionsAmt |
| Noncash Contributions | $3,936,938 | NoncashContributionsAmt |
| Total Contributions | $113,932,956 | TotalContributionsAmt |
| Total Program Service Revenue | $0 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $24,768,117 | TotalRevenueColumnAmt |
| Exclusion | $24,768,117 | ExclusionAmt |
Incm From Invest Bond Proceeds IncmFromInvestBondProceedsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Royalties Revenue RoyaltiesRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $379,602,654 | TotalRevenueColumnAmt |
| Exclusion | $379,602,654 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $917,284 | RealAmt |
| Personal | $0 | PersonalAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $0 | RealAmt |
| Personal | $0 | PersonalAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $917,284 | RealAmt |
| Personal | $0 | PersonalAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $917,284 | TotalRevenueColumnAmt |
| Exclusion | $917,284 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $1,036,634,388 | SecuritiesAmt |
| Other | $406,591 | OtherAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $965,452,983 | SecuritiesAmt |
| Other | $465,000 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $71,181,405 | SecuritiesAmt |
| Other | -$58,409 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $71,122,996 | TotalRevenueColumnAmt |
| Exclusion | $71,122,996 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $271,763 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $3,407,022 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $155,715 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $116,048 | TotalRevenueColumnAmt |
| Exclusion | $116,048 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gaming Gross Income | $0 | GamingGrossIncomeAmt |
| Gaming Direct Expenses | $0 | GamingDirectExpensesAmt |
Net Income From Gaming NetIncomeFromGamingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | $0 | GrossSalesOfInventoryAmt |
| Cost Of Goods Sold | $0 | CostOfGoodsSoldAmt |
Net Income Or Loss NetIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Other Revenue Misc OtherRevenueMiscGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt | Unrelated Business RevenueUnrelatedBusinessRevenueAmt | ExclusionExclusionAmt |
|---|---|---|---|---|---|
| INVESTMENT INCOME FROM K-1'S | 525990 | $1,803,553 | $0 | $1,803,553 | $0 |
| MISCELLANEOUS INCOME | 900099 | $125,429 | $0 | $0 | $125,429 |
| CASH SURRENDER VALUE GAIN | 900099 | $93,028 | $0 | $0 | $93,028 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $2,022,010 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $592,482,065 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $1,803,553 | UnrelatedBusinessRevenueAmt |
| Exclusion | $476,745,556 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $424,657,006 | TotalAmt |
| Program Services | $424,657,006 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
Foreign Grants ForeignGrantsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
Benefits To Members BenefitsToMembersGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,213,392 | TotalAmt |
| Program Services | $5,897 | ProgramServicesAmt |
| Management And General | $2,554,945 | ManagementAndGeneralAmt |
| Fundraising | $652,550 | FundraisingAmt |
Comp Disqual Persons CompDisqualPersonsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,116,681 | TotalAmt |
| Program Services | $109,122 | ProgramServicesAmt |
| Management And General | $807,602 | ManagementAndGeneralAmt |
| Fundraising | $199,957 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $25,806,005 | TotalAmt |
| Program Services | $924,558 | ProgramServicesAmt |
| Management And General | $14,604,168 | ManagementAndGeneralAmt |
| Fundraising | $10,277,279 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $518,956 | TotalAmt |
| Program Services | $18,112 | ProgramServicesAmt |
| Management And General | $274,336 | ManagementAndGeneralAmt |
| Fundraising | $226,508 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,318,107 | TotalAmt |
| Program Services | $74,969 | ProgramServicesAmt |
| Management And General | $1,429,839 | ManagementAndGeneralAmt |
| Fundraising | $813,299 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,744,517 | TotalAmt |
| Program Services | $59,660 | ProgramServicesAmt |
| Management And General | $1,042,335 | ManagementAndGeneralAmt |
| Fundraising | $642,522 | FundraisingAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,092,797 | TotalAmt |
| Management And General | $594,752 | ManagementAndGeneralAmt |
| Fundraising | $498,045 | FundraisingAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $68,841 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $68,841 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,430,865 | TotalAmt |
| Fundraising | $5,430,865 | FundraisingAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $10,143,127 | TotalAmt |
| Program Services | $148,946 | ProgramServicesAmt |
| Management And General | $4,086,738 | ManagementAndGeneralAmt |
| Fundraising | $5,907,443 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $694,867 | TotalAmt |
| Program Services | $27 | ProgramServicesAmt |
| Management And General | $585,187 | ManagementAndGeneralAmt |
| Fundraising | $109,653 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,169,380 | TotalAmt |
| Program Services | $157,116 | ProgramServicesAmt |
| Management And General | $2,372,707 | ManagementAndGeneralAmt |
| Fundraising | $639,557 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,297,695 | TotalAmt |
| Program Services | $43,366 | ProgramServicesAmt |
| Management And General | $1,679,261 | ManagementAndGeneralAmt |
| Fundraising | $575,068 | FundraisingAmt |
Royalties RoyaltiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $581,388 | TotalAmt |
| Program Services | $18,282 | ProgramServicesAmt |
| Management And General | $322,758 | ManagementAndGeneralAmt |
| Fundraising | $240,348 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,198,863 | TotalAmt |
| Program Services | $54,747 | ProgramServicesAmt |
| Management And General | $616,383 | ManagementAndGeneralAmt |
| Fundraising | $527,733 | FundraisingAmt |
Pymt Travel Entrtnmnt Pub Ofcl PymtTravelEntrtnmntPubOfclGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $488,974 | TotalAmt |
| Program Services | $15,400 | ProgramServicesAmt |
| Management And General | $287,775 | ManagementAndGeneralAmt |
| Fundraising | $185,799 | FundraisingAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Payments To Affiliates PaymentsToAffiliatesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,259,652 | TotalAmt |
| Program Services | $41,296 | ProgramServicesAmt |
| Management And General | $764,399 | ManagementAndGeneralAmt |
| Fundraising | $453,957 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $216,907 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $216,907 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $488,523,748 | TotalAmt |
| Program Services | $426,333,633 | ProgramServicesAmt |
| Management And General | $34,605,445 | ManagementAndGeneralAmt |
| Fundraising | $27,584,670 | FundraisingAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Joint Costs | Yes (X) | JointCostsInd |
Total Joint Costs TotalJointCostsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $9,309,072 | TotalAmt |
| Program Services | $459,822 | ProgramServicesAmt |
| Management And General | $4,892,438 | ManagementAndGeneralAmt |
| Fundraising | $3,956,812 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $17,160,398 | BOYAmt |
| EOY | $25,922,088 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $86,439,859 | BOYAmt |
| EOY | $11,743,516 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $70,620,682 | BOYAmt |
| EOY | $72,500,197 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $17,525,803 | BOYAmt |
| EOY | $61,375,283 | 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 | $106 | BOYAmt |
| EOY | $0 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $39,134 | BOYAmt |
| EOY | $79,479 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $27,605,280 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $12,758,535 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $14,220,091 | BOYAmt |
| EOY | $14,846,745 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $579,989,648 | BOYAmt |
| EOY | $770,540,237 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $749,909,179 | BOYAmt |
| EOY | $763,125,003 | EOYAmt |
Investments Program Related InvestmentsProgramRelatedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $46,418,958 | BOYAmt |
| EOY | $51,383,958 | 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 | $28,642,586 | BOYAmt |
| EOY | $24,885,614 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,610,966,444 | BOYAmt |
| EOY | $1,796,402,120 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,518,420 | BOYAmt |
| EOY | $9,872,429 | 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 | $822,551 | BOYAmt |
| EOY | $1,491,707 | 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 | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $53,848,048 | BOYAmt |
| EOY | $69,599,731 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $63,189,019 | BOYAmt |
| EOY | $80,963,867 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,006,259,715 | BOYAmt |
| EOY | $1,147,588,959 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $363,855,659 | BOYAmt |
| EOY | $375,269,666 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $177,662,051 | BOYAmt |
| EOY | $192,579,628 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,547,777,425 | BOYAmt |
| EOY | $1,715,438,253 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,610,966,444 | BOYAmt |
| EOY | $1,796,402,120 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $103,958,317 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$62,288,330 | NetUnrlzdGainsLossesInvstAmt |
| Donated Services And Use Fclts | $0 | DonatedServicesAndUseFcltsAmt |
| Investment Expense | $0 | InvestmentExpenseAmt |
| Prior Period Adjustments | $0 | PriorPeriodAdjustmentsAmt |
| Other Changes In Net Assets | $125,990,841 | 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 | $125,760,188 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $130,758,956 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $124,283,559 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $141,961,318 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $113,932,956 | CurrentTaxYearAmt |
| Total | $636,696,977 | 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 | $125,760,188 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $130,758,956 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $124,283,559 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $141,961,318 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $113,932,956 | CurrentTaxYearAmt |
| Total | $636,696,977 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $29,472,782 | SubstantialContributorsTotAmt |
| Public Support Total170 | $607,224,195 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $304,115,165 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $345,514,456 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $407,477,362 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $467,357,611 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $407,091,608 | CurrentTaxYearAmt |
| Total | $1,931,556,202 | TotalAmt |
Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $345,140 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $275,842 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $322,852 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $56,740 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $116,048 | CurrentTaxYearAmt |
| Total | $1,116,622 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $494,427 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $76,320 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $7,049 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $92,367 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $218,457 | CurrentTaxYearAmt |
| Total | $888,620 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $2,570,258,421 | TotalSupportAmt |
| Public Support CY170 | 0.23625 | PublicSupportCY170Pct |
| Public Support PY170 | 0.25090 | PublicSupportPY170Pct |
| Ten Pct Facts Crcmstncs Test CY | Yes (X) | TenPctFactsCrcmstncsTestCYInd |
Form990 Schedule A Part VI Form990ScheduleAPartVIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | FORM 990, SCHEDULE A, SECTION C, LINE 17A | FormAndLineReferenceDesc |
| Explanation | CITY 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
| 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) |
|---|---|---|
| Art Public Exhibition Amounts | ArtPublicExhibitionAmountsGrp | |
| Held Works Art | HeldWorksArtGrp |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $322,069,491 | BeginningYearBalanceAmt |
| Contributions | $32,771,725 | ContributionsAmt |
| Investment Earnings Or Losses | $394,645 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $0 | GrantsOrScholarshipsAmt |
| Other Expenditures | $6,177,172 | OtherExpendituresAmt |
| Administrative Expenses | $817,607 | AdministrativeExpensesAmt |
| End Year Balance | $348,241,082 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $296,264,548 | BeginningYearBalanceAmt |
| Contributions | $4,604,142 | ContributionsAmt |
| Investment Earnings Or Losses | $27,012,931 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $5,166,877 | OtherExpendituresAmt |
| Administrative Expenses | $645,253 | AdministrativeExpensesAmt |
| End Year Balance | $322,069,491 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $255,620,513 | BeginningYearBalanceAmt |
| Contributions | $6,624,027 | ContributionsAmt |
| Investment Earnings Or Losses | $40,159,719 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $5,436,378 | OtherExpendituresAmt |
| Administrative Expenses | $703,333 | AdministrativeExpensesAmt |
| End Year Balance | $296,264,548 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $235,185,766 | BeginningYearBalanceAmt |
| Contributions | $8,166,414 | ContributionsAmt |
| Investment Earnings Or Losses | $24,345,193 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $11,507,592 | OtherExpendituresAmt |
| Administrative Expenses | $569,268 | AdministrativeExpensesAmt |
| End Year Balance | $255,620,513 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $223,428,148 | BeginningYearBalanceAmt |
| Contributions | $23,274,849 | ContributionsAmt |
| Investment Earnings Or Losses | -$7,019,754 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $3,976,176 | OtherExpendituresAmt |
| Administrative Expenses | $521,301 | AdministrativeExpensesAmt |
| End Year Balance | $235,185,766 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.26930 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.55300 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.17770 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | false | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | false | EndowmentsHeldRelatedOrgInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | $1,847,000 | InvestmentCostOrOtherBasisAmt |
| Other Cost Or Other Basis | $4,130,601 | OtherCostOrOtherBasisAmt |
| Book Value | $5,977,601 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $6,808,333 | OtherCostOrOtherBasisAmt |
| Depreciation | $2,223,743 | DepreciationAmt |
| Book Value | $4,584,590 | BookValueAmt |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $58,558 | OtherCostOrOtherBasisAmt |
| Depreciation | $58,558 | DepreciationAmt |
| Book Value | $0 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $13,657,502 | OtherCostOrOtherBasisAmt |
| Depreciation | $10,476,234 | DepreciationAmt |
| Book Value | $3,181,268 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $1,103,286 | OtherCostOrOtherBasisAmt |
| Book Value | $1,103,286 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $14,846,745 | TotalBookValueLandBuildingsAmt |
| Financial Derivatives | FinancialDerivativesGrp | |
| Closely Held Equity Interests | CloselyHeldEquityInterestsGrp |
Other Securities OtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Alternative Investments | Desc |
| Book Value | $763,125,003 | BookValueAmt |
| Method Valuation | F | MethodValuationCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $763,125,003 | TotalBookValueSecuritiesAmt |
| Federal Income Tax Liability | $0 | FederalIncomeTaxLiabilityAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (3 entries)
| DescDesc | AmtAmt |
|---|---|
| DUE TO AFFILIATES | $49,027,879 |
| ANNUITANT OBLIGATIONS | $19,067,825 |
| OTHER LIABILITIES | $1,504,027 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $69,599,731 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| SCHEDULE D, PART V, LINE 4 | 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 | THE 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)
| RegionRegionTxt | Type Of Activities ConductedTypeOfActivitiesConductedTxt | Region Total ExpendituresRegionTotalExpendituresAmt | EmployeeEmployeeCnt |
|---|---|---|---|
| Central America and the Caribbean | Investments | $157,961,289 | |
| Central America and the Caribbean | Fundraising | $0 | |
| East Asia and the Pacific | Fundraising | $0 | |
| Europe (Including Iceland and Greenland) | Fundraising | $0 | |
| North America | Fundraising | $0 | |
| South America | Fundraising | $0 | |
| Middle East and North Africa | Fundraising | $8,634 | 2 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Employees | 2 | SubtotalEmployeesCnt |
| Total Employee | 2 | TotalEmployeeCnt |
| Subtotal Spent | $157,969,923 | SubtotalSpentAmt |
| Total Spent | $157,969,923 | TotalSpentAmt |
| Transfer To Foreign Corp | Yes (true) | TransferToForeignCorpInd |
| Interest In Foreign Trust | false | InterestInForeignTrustInd |
| Foreign Corp Ownership | Yes (true) | ForeignCorpOwnershipInd |
| Passive Foreign Investmest Co | Yes (true) | PassiveForeignInvestmestCoInd |
| Foreign Partnership | Yes (true) | ForeignPartnershipInd |
| Boycott Countries | false | BoycottCountriesInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE F, PART I, LINE 3 | FormAndLineReferenceDesc |
| Explanation | INVESTMENT ACTIVITIES OF THE 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
| 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 (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | ActivityActivityTxt | Fundraiser Control Of FundsFundraiserControlOfFundsInd | Gross ReceiptsGrossReceiptsAmt | Retained By ContractorRetainedByContractorAmt | Net To OrganizationNetToOrganizationAmt |
|---|---|---|---|---|---|---|---|---|
| CHAPMAN CUBINE ET AL | ||||||||
| 100 MONTGOMERY ST | SAN FRANCISCO | CA | 94104 | EMAIL/MAIL SOLICITS | false | $13,330,514 | $4,963,653 | $8,366,861 |
| DONOR SERVICES GROUP | ||||||||
| 6715 SUNSET BLVD | LOS ANGELES | CA | 90028 | PHONE SOLICITS | false | $14,486 | $29,032 | -$14,546 |
| MAL WARWICK ASSOCIATES | ||||||||
| 2550 NINTH STREET | BERKELEY | CA | 94710 | MAIL/PHONE Solicits | false | $0 | $144,140 | $0 |
| MARKET SMART LLC | ||||||||
| 5906 MAIDEN LANE | BETHESDA | MD | 20817 | WEBSITE CONTENT | false | $0 | $268,079 | $0 |
| TSM DONOR ENGAGEMENT TEAM | ||||||||
| 155 COMMERCE DRIVE | FREEDOM | PA | 15042 | Phone Solicits | false | $0 | $25,960 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Gross Receipts | $13,345,000 | TotalGrossReceiptsAmt |
| Total Retained By Contractors | $5,430,864 | TotalRetainedByContractorsAmt |
| Total Net To Organization | $8,352,315 | TotalNetToOrganizationAmt |
| All States | All States | AllStatesCd |
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | LBFAC Gala | Event1Nm |
| Gross Receipts Event1 | $1,164,992 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $908,210 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $256,782 | GrossRevenueEvent1Amt |
| Cash Prizes Event1 | $0 | CashPrizesEvent1Amt |
| Non Cash Prizes Event1 | $0 | NonCashPrizesEvent1Amt |
| Rent Facility Costs Event1 | $90,453 | RentFacilityCostsEvent1Amt |
| Food And Beverage Event1 | $0 | FoodAndBeverageEvent1Amt |
| Entertainment Event1 | $10,500 | EntertainmentEvent1Amt |
| Other Direct Expenses Event1 | $6,000 | OtherDirectExpensesEvent1Amt |
| Event2 | WALK4HOPE LA | Event2Nm |
| Gross Receipts Event2 | $930,740 | GrossReceiptsEvent2Amt |
| Charitable Contri Event2 | $930,740 | CharitableContriEvent2Amt |
| Cash Prizes Event2 | $0 | CashPrizesEvent2Amt |
| Non Cash Prizes Event2 | $0 | NonCashPrizesEvent2Amt |
| Rent Facility Costs Event2 | $0 | RentFacilityCostsEvent2Amt |
| Food And Beverage Event2 | $0 | FoodAndBeverageEvent2Amt |
| Entertainment Event2 | $0 | EntertainmentEvent2Amt |
| Other Direct Expenses Event2 | $0 | OtherDirectExpensesEvent2Amt |
| Other Events Total | 16 | OtherEventsTotalCnt |
| Gross Receipts Other Events | $1,575,883 | GrossReceiptsOtherEventsAmt |
| Charitable Contri Other Events | $1,562,763 | CharitableContriOtherEventsAmt |
| Gross Revenue Other Events | $13,120 | GrossRevenueOtherEventsAmt |
| Cash Prizes Other Events | $0 | CashPrizesOtherEventsAmt |
| Non Cash Prizes Other Events | $0 | NonCashPrizesOtherEventsAmt |
| Rent Fclty Costs Other Events | $30,274 | RentFcltyCostsOtherEventsAmt |
| Food And Beverage Other Events | $0 | FoodAndBeverageOtherEventsAmt |
| Entertainment Other Events | $2,500 | EntertainmentOtherEventsAmt |
| Oth Direct Expnss Other Events | $15,675 | OthDirectExpnssOtherEventsAmt |
| Gross Receipts Total | $3,671,615 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $3,401,713 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $269,902 | GrossRevenueTotalEventsAmt |
| Cash Prizes Total Events | $0 | CashPrizesTotalEventsAmt |
| Non Cash Prizes Total Events | $0 | NonCashPrizesTotalEventsAmt |
| Rent Fclty Costs Total Events | $120,727 | RentFcltyCostsTotalEventsAmt |
| Food And Beverage Total Events | $0 | FoodAndBeverageTotalEventsAmt |
| Entertainment Total Events | $13,000 | EntertainmentTotalEventsAmt |
| Oth Direct Expnss Total Events | $21,675 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $155,402 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | $114,500 | NetIncomeSummaryAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Explanation If No | See Part IV. | ExplanationIfNoTxt |
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 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE G, PART I, LINE 2B | FormAndLineReferenceDesc |
| Explanation | MARKET 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (true) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (4 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|---|
| City of Hope National Medical Center | |||||||
| 1500 E Duarte Road | Duarte | CA | 91010 | 951683875 | 501(C)(3) | $6,089,081 | SEE PART IV |
| Beckman Research Institute of the COH | |||||||
| 1450 E Duarte Road | Duarte | CA | 91010 | 953432210 | 501(C)(3) | $349,931,002 | SEE PART IV |
| City of Hope Medical Foundation | |||||||
| 1500 East Duarte Road | Duarte | CA | 91010 | 274803222 | 501(C)(3) | $42,000,000 | SEE PART IV |
| The Translational Genomics Research Inst | |||||||
| 445 N 5th Street | Phoenix | AZ | 85004 | 753065445 | 501(C)(3) | $26,636,923 | SEE PART IV |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 4 | Total501c3OrgCnt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE I, PART I, LINE 2 | FormAndLineReferenceDesc |
| Explanation | CITY 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
| 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 (16 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 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 ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| SCHEDULE J, PART I, LINE 1A | THE 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 4B | CITY 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 7 | CITY 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Works Of Art | WorksOfArtGrp | |
| Art Historical Treasures | ArtHistoricalTreasuresGrp | |
| Art Fractional Interest | ArtFractionalInterestGrp | |
| Books And Publications | BooksAndPublicationsGrp | |
| Clothing And Household Goods | ClothingAndHouseholdGoodsGrp | |
| Cars And Other Vehicles | CarsAndOtherVehiclesGrp | |
| Boats And Planes | BoatsAndPlanesGrp | |
| Intellectual Property | IntellectualPropertyGrp |
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 113 | ContributionCnt |
| Noncash Contributions Rpt F990 | $3,471,938 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | Market Value | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities Closely Held Stock | SecuritiesCloselyHeldStockGrp | |
| Secur Prtnrshp Trust Intrsts | SecurPrtnrshpTrustIntrstsGrp | |
| Securities Miscellaneous | SecuritiesMiscellaneousGrp | |
| Qualified Contrib Hist Struct | QualifiedContribHistStructGrp | |
| Qualified Contrib Other | QualifiedContribOtherGrp |
Real Estate Residential RealEstateResidentialGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 1 | ContributionCnt |
| Noncash Contributions Rpt F990 | $465,000 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | Market Value | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real Estate Commercial | RealEstateCommercialGrp | |
| Real Estate Other | RealEstateOtherGrp | |
| Collectibles | CollectiblesGrp | |
| Food Inventory | FoodInventoryGrp | |
| Drugs And Medical Supplies | DrugsAndMedicalSuppliesGrp | |
| Taxidermy | TaxidermyGrp | |
| Historical Artifacts | HistoricalArtifactsGrp | |
| Scientific Specimens | ScientificSpecimensGrp | |
| Archaeological Artifacts | ArchaeologicalArtifactsGrp | |
| 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, COLUMN B | LINE 9-SECURITIES AND LINE 17-REAL ESTATE-RESIDENTIAL ARE ALL REPORTED AS ITEMS CONTRIBUTED. |
| SCHEDULE M, PART I, LINE 32B | 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 O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (8 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART I, LINE 6 | THE 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 1B | CITY 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 2A | 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 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 2 | SUZANNE 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 12C | ALL 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 15B | THE 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 19 | CITY 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 9 | OTHER 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ACCESS CITY OF HOPE 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) |
|---|---|---|
| EIN | 842818450 | EIN |
| Primary Activities | ONCOLOGY SPPT | 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 | CITY OF HOPE | BusinessNameLine1Txt |
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Exempt Code SectionExemptCodeSectionTxt | Public Charity StatusPublicCharityStatusTxt | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Controlled OrganizationControlledOrganizationInd |
|---|---|---|---|---|---|---|---|---|---|---|
| CITY OF HOPE NATIONAL MEDICAL CENTER | ||||||||||
| 1500 EAST DUARTE ROAD | DUARTE | CA | 91010 | 951683875 | HOSPITAL | CA | 501(C)(3) | 3 | City of Hope | Yes (true) |
| BECKMAN RESEARCH INSTITUTE | ||||||||||
| 1450 EAST DUARTE ROAD | DUARTE | CA | 91010 | 953432210 | RESEARCH | CA | 501(C)(3) | 4 | City of Hope | Yes (true) |
| CITY OF HOPE MEDICAL FOUNDATION | ||||||||||
| 1500 EAST Duarte Road | Duarte | CA | 91010 | 274803222 | Healthcare | CA | 501(C)(3) | 3 | City of Hope | Yes (true) |
| THE TRANSLATIONAL GENOMIC RESEARCH INST | ||||||||||
| 445 N 5TH STREET SUITE 600 | PHOENIX | AZ | 85004 | 753065445 | RESEARCH | AZ | 501(C)(3) | 7 | CITY OF HOPE | Yes (true) |
| TGEN RESEARCH INSTITUTE FOUNDATION | ||||||||||
| 445 N 5TH STREET SUITE 600 | PHOENIX | AZ | 85004 | 331092191 | FUNDRAISING | AZ | 501(C)(3) | 7 | TGEN | Yes (true) |
Id Related Org Txbl Partnership IdRelatedOrgTxblPartnershipGrp
Related Organization Name RelatedOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SOUTHERN CA RADIATION ONCOLOGY | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 819067 | AddressLine1Txt |
| City | DALLAS | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 75381 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Primary Activities | MGMT SERVICES | PrimaryActivitiesTxt |
| Legal Domicile State | CA | LegalDomicileStateCd |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NA | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Predominant Income Type | N/A | PredominantIncomeTypeTxt |
Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp
Related Organization Name RelatedOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CHARITABLE REMAINDER TRUSTS (22) | 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 | COH | 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 | false | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | Yes (true) | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | Yes (true) | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | Yes (true) | 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 | Yes (true) | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | false | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | Yes (true) | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | Yes (true) | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | false | SharingOfFacilitiesInd |
| Paid Employees Sharing | Yes (true) | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | Yes (true) | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | Yes (true) | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | false | TransferToOtherOrgInd |
| Transfer From Other Org | false | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp (34 entries)
| Transaction TypeTransactionTypeTxt | InvolvedInvolvedAmt | Method Of Amount DeterminationMethodOfAmountDeterminationTxt |
|---|---|---|
| CITY OF HOPE NATIONAL MEDICAL CENTER | ||
| B | $6,089,081 | FMV |
| BECKMAN RESEARCH INSTITUTE OF CITY OF HOPE | ||
| B | $349,931,002 | FMV |
| CITY OF HOPE MEDICAL FOUNDATION | ||
| B | $42,000,000 | FMV |
| THE TRANSLATIONAL GENOMICS RESEARCH INSTITUTE | ||
| B | $26,636,923 | FMV |
| BOARD OF GOVERNORS #71331 | ||
| C | $69,004 | FMV |
| CALIFORNIA INSURANCE COUNCIL #71215 | ||
| C | $818,590 | FMV |
| CONSTRUCTION & REAL ESTATE IND #71225 | ||
| C | $566,181 | FMV |
| CONSTRUCTION INDUSTRIES ALLI #71082 | ||
| C | $846,366 | FMV |
| DESERT COMMUNITIES WOMENS CNCL #71601 | ||
| C | $69,935 | FMV |
| EAST ENDJEANNE KAYE LEAGUE #70732 | ||
| C | $92,183 | FMV |
| FASHION AND RETAIL GROUP #70031 | ||
| C | $100,253 | FMV |
| FOOD INDUSTRIES CIRCLE #71081 | ||
| C | $4,266,027 | FMV |
| HARDWARE HOME IMPROVEMENT IND #71183 | ||
| C | $4,106,331 | FMV |
| HOME FURNISHINGS & CONSUMER EL #70715 | ||
| C | $1,557,062 | FMV |
| LA COUNTY SHERIFF'S CHAPTER #71454 | ||
| C | $133,806 | FMV |
| LA REAL ESTATECONSTRUCTION #71487 | ||
| C | $1,115,939 | FMV |
| MUSIC & ENTERTAINMENT INDUSTRY #71050 | ||
| C | $3,266,707 | FMV |
| NATIONAL LIFE INSURANCE CNCL #71651 | ||
| C | $200,132 | FMV |
| NATIONAL OFFICE PRODUCTS CNCL #71362 | ||
| C | $2,913,592 | FMV |
| NATIONAL PROFESSIONAL SALON #70835 | ||
| C | $348,176 | FMV |
| NO CA FOOD & DRUG INDS CIRCLE #71203 | ||
| C | $984,098 | FMV |
| NO CA REAL ESTCONST BUS ALLI #71439 | ||
| C | $471,492 | FMV |
| PACIFIC NORTHWEST FOOD IND CIR #71481 | ||
| C | $222,416 | FMV |
| SOUTHWEST FOOD INDUSTRIES CIR #71562 | ||
| C | $148,716 | FMV |
| CITY OF HOPE MEDICAL FOUNDATION | ||
| J | $450,000 | FMV |
| CITY OF HOPE NATIONAL MEDICAL CENTER | ||
| L | $104,479 | FMV |
| CITY OF HOPE NATIONAL MEDICAL CENTER | ||
| M | $10,887,759 | FMV |
| CITY OF HOPE NATIONAL MEDICAL CENTER | ||
| O | $8,079,054 | FMV |
| BECKMAN RESEARCH INSTITUTE OF CITY OF HOPE | ||
| O | $61,964 | FMV |
| CITY OF HOPE NATIONAL MEDICAL CENTER | ||
| P | $5,001,769 | FMV |
| BECKMAN RESEARCH INSTITUTE OF CITY OF HOPE | ||
| P | $99,218 | FMV |
| CITY OF HOPE NATIONAL MEDICAL CENTER | ||
| Q | $4,749,903 | FMV |
| CITY OF HOPE MEDICAL FOUNDATION | ||
| Q | $234,050 | FMV |
| THE TRANSLATIONAL GENOMICS RESEARCH INSTITUTE | ||
| D | $25,000,000 | FMV |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE R, PART II | FormAndLineReferenceDesc |
| Explanation | IN 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 |