CITY OF HOPE NATIONAL MEDICAL CENTER: Form 990, tax year 2016
View the entire original 990 at ProPublica ↗
- Organization
- CITY OF HOPE NATIONAL MEDICAL CENTER (EIN 95-1683875)
- Tax period
- 2016-10-01 to 2017-09-30
- Filed
- 2018-08-15
- IRS object ID
- 201812279349302096
- Schema version
- 2016v3.1
- 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 C
- Schedule D
- Schedule F
- Schedule H
- Schedule I
- Schedule J
- Schedule K
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2018-08-15T13:23:41-05:00 | ReturnTs |
| Tax Period End | 2017-09-30 | 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 AVENUE 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 | 2016-10-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 951683875 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | City of Hope National Medical Center | 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 |
| Phone | 6262564673 | PhoneNum |
| Signature | 2018-07-31 | 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 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2016 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | ROBERT 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 | $1,280,255,720 | 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 | 1948 | FormationYr |
| Legal Domicile State | CA | LegalDomicileStateCd |
| Activity Or Mission | PROVIDE COMPASSIONATE MEDICAL CARE TO PEOPLE WITH CANCER AND OTHER LIFE-THREATENING DISEASES. SUPPORT RESEARCH THAT MAY BRING INNOVATIVE TREATMENTS TO PATIENTS. | ActivityOrMissionDesc |
| Voting Members Governing Body | 11 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 11 | VotingMembersIndependentCnt |
| Total Employee | 4160 | TotalEmployeeCnt |
| Total Volunteers | 479 | TotalVolunteersCnt |
| Total Gross UBI | $1,332,986 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | -$1,139,942 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $10,037,178 | PYContributionsGrantsAmt |
| CY Contributions Grants | $11,425,645 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $968,609,887 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $1,006,250,703 | CYProgramServiceRevenueAmt |
| PY Investment Income | $16,850,125 | PYInvestmentIncomeAmt |
| CY Investment Income | $21,428,315 | CYInvestmentIncomeAmt |
| PY Other Revenue | $6,947,847 | PYOtherRevenueAmt |
| CY Other Revenue | $5,903,715 | CYOtherRevenueAmt |
| PY Total Revenue | $1,002,445,037 | PYTotalRevenueAmt |
| CY Total Revenue | $1,045,008,378 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $562,056 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $339,537 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $350,785,344 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $395,197,980 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $714,025 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $577,663,151 | PYOtherExpensesAmt |
| CY Other Expenses | $682,863,603 | CYOtherExpensesAmt |
| PY Total Expenses | $929,010,551 | PYTotalExpensesAmt |
| CY Total Expenses | $1,078,401,120 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $73,434,486 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$33,392,742 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $1,468,388,986 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,501,509,347 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $777,324,052 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $786,056,482 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $691,064,934 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $715,452,865 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | TO PROVIDE CARE AND TREATMENT TO PERSONS AFFECTED BY CATASTROPHIC DISEASES SUCH AS CANCER, AND TO PROVIDE SCIENTIFIC INVESTIGATION AND RESEARCH OF THESE DISEASES. CONTINUED ON SCHEDULE O. | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $839,135,093 | ExpenseAmt |
| Grant | $154,106 | GrantAmt |
| Revenue | $1,005,449,658 | RevenueAmt |
| Desc | PATIENT CARE: THE MEDICAL CENTER PROVIDES ACUTE-CARE MEDICAL SERVICES FOR PATIENTS BEING TREATED FOR SOME FORM OF CANCER, INCLUDING LEUKEMIA AND LYMPHOMA, COLORECTAL, PROSTATE, GYNECOLOGIC AND BREAST CANCERS. ALL PATIENTS TREATED AT THE MEDICAL CENTER BENEFIT FROM THE LATEST TECHNOLOGIES INCLUDING THOSE DERIVED FROM TRANSLATIONAL MEDICINE, ACHIEVED BY COLLABORATION BETWEEN MEMBERS OF THE PATIENT CARE TEAMS AND THE SCIENTIFIC AND BENCH RESEARCH ACTIVITIES PERFORMED THROUGHOUT THE ORGANIZATION. CONTINUED ON SCHEDULE O, PART III, LINE 4A | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | RESEARCH: THE MEDICAL CENTER FUNDS A VARIETY OF CLINICAL AND LABORATORY RESEARCH ACTIVITIES FOCUSED ON FINDING CURES AND TREATMENTS FOR CANCER AND OTHER LIFE-THREATENING DISEASES FOR WHICH GRANT AND EXTRAMURAL FUNDING IS NOT AVAILABLE. COUPLED WITH THE BECKMAN RESEARCH INSTITUTE, THE MEDICAL CENTER HAS A LONG HISTORY OF SIGNIFICANT RESEARCH CONTRIBUTIONS IN CANCER TREATMENT THERAPIES, DIABETES AND OTHER DISEASES. CONTINUED ON SCHEDULE O, PART III, LINE 4B | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PUBLIC INFORMATION AND EDUCATION: THE MEDICAL CENTER IS COMMITTED TO SERVING THE COMMUNITY THROUGH EDUCATION AND SUPPORT SERVICES TO INFORM AND EDUCATE THE PUBLIC THROUGH CANCER AWARENESS PROGRAMS, HEALTH EVENTS AND EDUCATIONAL FORUMS FOR COMMUNITY GROUPS AND BUSINESSES. CONTINUED ON SCHEDULE O, PART III, LINE 4C | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $839,135,093 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (true) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (true) | ScheduleBRequiredInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | Yes (true) | 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 | false | ProfessionalFundraisingInd |
| Fundraising Activities | false | FundraisingActivitiesInd |
| Gaming Activities | false | GamingActivitiesInd |
| Operate Hospital | Yes (true) | OperateHospitalInd |
| Audited Financial Stmt Att | Yes (true) | AuditedFinancialStmtAttInd |
| Grants To Organizations | Yes (true) | GrantsToOrganizationsInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Schedule J Required | Yes (true) | ScheduleJRequiredInd |
| Tax Exempt Bonds | Yes (true) | TaxExemptBondsInd |
| Invest Tax Exempt Bonds | false | InvestTaxExemptBondsInd |
| Escrow Account | false | EscrowAccountInd |
| On Behalf Of Issuer | false | OnBehalfOfIssuerInd |
| 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 | false | DeductibleNonCashContriInd |
| Deductible Art Contribution | false | DeductibleArtContributionInd |
| Terminate Operations | false | TerminateOperationsInd |
| Partial Liquidation | false | PartialLiquidationInd |
| Disregarded Entity | false | 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 |
| IRP Document | 388 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (true) | BackupWthldComplianceInd |
| Employee | 4160 | 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 | CJ | ForeignCountryCd |
| Foreign Country | BD | ForeignCountryCd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | false | TaxablePartyNotificationInd |
| Nondeductible Contributions | false | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | false | QuidProQuoContributionsInd |
| 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 |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 11 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 11 | IndependentVotingMemberCnt |
| Family Or Business Rln | false | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | false | DelegationOfMgmtDutiesInd |
| Change To Org Documents | false | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | Yes (true) | MembersOrStockholdersInd |
| Election Of Board Members | Yes (true) | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | Yes (true) | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (true) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (true) | MinutesOfCommitteesInd |
| Officer Mailing Address | false | OfficerMailingAddressInd |
| Local Chapters | false | LocalChaptersInd |
| Form990 Provided To Gvrn Body | false | 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 | Yes (true) | InvestmentInJointVentureInd |
| Written Policy Or Procedure | Yes (true) | WrittenPolicyOrProcedureInd |
| States Where Copy Of Return Is Fld | CA | 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 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part VII | Yes (X) | InfoInScheduleOPartVIIInd |
Form990 Part VII Section A Form990PartVIISectionAGrp (27 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 |
|---|---|---|---|---|---|---|---|---|---|---|
| Claire Rothman | ||||||||||
| Board Member | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||||
| Donald Hoffman | ||||||||||
| Board Member | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||||
| Ernie So | ||||||||||
| Board Member | 2.0 | 2.0 | Yes (X) | $0 | $0 | $0 | ||||
| Jody Horowitz Marsh | ||||||||||
| Board Member | 2.0 | 3.0 | Yes (X) | $0 | $0 | $0 | ||||
| Leslie Popplewell MD | ||||||||||
| Board Member | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||||
| Mark Wakabayashi MD | ||||||||||
| Board Member | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||||
| Randolph Beatty | ||||||||||
| Board Member, Chairman | 3.0 | 2.0 | Yes (X) | $0 | $0 | $0 | Yes (X) | |||
| Richard Myers | ||||||||||
| Board Member | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||||
| Vincent Chung MD | ||||||||||
| Board Member | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||||
| George Somlo MD | ||||||||||
| Board Member | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||||
| Gagandeep Singh MD | ||||||||||
| Board Member | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||||
| Boriana Farias | ||||||||||
| ASST TREAS/VP TREASURY | 15.0 | 45.0 | $88,948 | $266,853 | $31,915 | Yes (X) | ||||
| William Sargeant | ||||||||||
| ASSISTANT SECRETARY/COO | 15.0 | 45.0 | $291,491 | $874,485 | $158,209 | Yes (X) | ||||
| Gregory Schetina | ||||||||||
| SECRETARY/GENERAL COUNSEL | 15.0 | 45.0 | $223,309 | $669,927 | $156,193 | Yes (X) | ||||
| Robert W Stone | ||||||||||
| PRESIDENT AND CEO | 18.0 | 42.0 | $644,398 | $1,503,592 | $378,916 | Yes (X) | ||||
| Cornelis Van Den Berg | ||||||||||
| INTERIM CFO/TREASURER | 15.0 | 45.0 | $138,924 | $416,778 | $65,061 | Yes (X) | ||||
| Alexandra Levine | ||||||||||
| CHIEF MEDICAL OFFICER | 48.0 | 12.0 | $921,267 | $230,317 | $186,033 | Yes (X) | ||||
| Jonathan Reuter | ||||||||||
| VP FACILITIES & CONSTRUCTION | 24.0 | 36.0 | $173,355 | $260,034 | $38,330 | Yes (X) | ||||
| Debra F Fields | ||||||||||
| EVP Chief Transformation Off. | 15.0 | 45.0 | $240,420 | $721,272 | $163,826 | Yes (X) | ||||
| David A Horne | ||||||||||
| VICE PROVOST | 3.0 | 57.0 | $36,197 | $687,759 | $54,751 | Yes (X) | ||||
| Vincent D Jensen | ||||||||||
| Medical Foundation CAO | 24.0 | 36.0 | $257,958 | $386,938 | $32,977 | Yes (X) | ||||
| Harlan Levine | ||||||||||
| CHIEF EXEC COH MEDICAL FND | 9.0 | 51.0 | $246,823 | $1,398,662 | $183,058 | Yes (X) | ||||
| Steven Terry Rosen | ||||||||||
| CHIEF SCIENTIFIC OFFICER | 17.0 | 43.0 | $394,296 | $1,013,903 | $255,027 | Yes (X) | ||||
| Michael A Friedman | ||||||||||
| FORMER OFFICER | 6.0 | 54.0 | $19,624 | $176,625 | $39,093 | Yes (X) | ||||
| Richard Magnuson | ||||||||||
| FORMER OFFICER | 15.0 | 45.0 | $30,081 | $90,246 | $5,236 | Yes (X) | ||||
| Dale Walter Adams | ||||||||||
| FORMER KEY EMPLOYEE | 60.0 | 0.0 | $202,335 | $0 | $0 | Yes (X) | ||||
| Paul J Conocenti | ||||||||||
| FORMER KEY EMPLOYEE | 15.0 | 45.0 | $132,139 | $396,423 | $35,547 | Yes (X) | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $4,041,565 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $9,093,814 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $1,784,172 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 1109 | 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 |
|---|---|---|---|---|---|
| CITY OF HOPE MEDICAL FOUNDATION | |||||
| 1500 EAST DUARTE ROAD | DUARTE | CA | 91010 | Professional Svs | $48,501,586 |
| PHELPS GROUP INC | |||||
| 12121 BLUFF CREEK DRIVE SUITE 200 | LOS ANGELES | CA | 90094 | ADVERTISING SERVICES | $11,928,539 |
| FASTAFF LLC | |||||
| 5700 South Quebec Street Suite 300 | GREENWOOD VILLAGE | CO | 80111 | NURSING Services | $4,650,407 |
| EPIC SYSTEMS CORPORATION | |||||
| 1979 Milky Way | VERONA | WA | 53593 | IT Services | $4,356,060 |
| ALLSCRIPTS HEALTHCARE LLC | |||||
| 222 MERCHANDISE MART PLAZA SUITE 2 | CHICAGO | IL | 60654 | IT SERVICES | $3,775,529 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 133 | CntrctRcvdGreaterThan100KCnt |
| Related Organizations | $10,956,665 | RelatedOrganizationsAmt |
| Government Grants | $429,367 | GovernmentGrantsAmt |
| All Other Contributions | $39,613 | AllOtherContributionsAmt |
| Total Contributions | $11,425,645 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (5 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| NET PATIENT REVENUE | 621110 | $977,708,918 | $977,708,918 |
| CLINICAL TRIAL REVENUE | 621110 | $21,978,547 | $21,978,547 |
| OTHER EXEMPT FUNCTION REVENUES | 621110 | $3,606,786 | $3,606,786 |
| OTHER PATIENT ANCILLARY REVENUES | 621110 | $1,944,584 | $1,944,584 |
| LEASED EMPLOYEES | 900099 | $1,011,868 | $1,011,868 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $1,006,250,703 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $15,866,478 | TotalRevenueColumnAmt |
| Exclusion | $15,866,478 | 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 | $31,157 | TotalRevenueColumnAmt |
| Exclusion | $31,157 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $38,988 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $38,988 | RealAmt |
| Personal | $0 | PersonalAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $38,988 | TotalRevenueColumnAmt |
| Exclusion | $38,988 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $240,809,179 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $235,247,342 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $5,561,837 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $5,561,837 | TotalRevenueColumnAmt |
| Exclusion | $5,561,837 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $0 | FundraisingGrossIncomeAmt |
| Fundraising Direct Expenses | $0 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| 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 | ExclusionExclusionAmt | Unrelated Business RevenueUnrelatedBusinessRevenueAmt |
|---|---|---|---|---|
| CAFETERIA SALES | 900099 | $3,995,832 | $3,995,832 | |
| SPECIALIZED LAB TESTING REVENUE | 621500 | $2,707,761 | $2,707,761 | |
| INVESTMENT INCOME FROM K-1 | 525990 | -$1,374,775 | -$1,374,775 |
Miscellaneous Revenue MiscellaneousRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $504,752 | TotalRevenueColumnAmt |
| Exclusion | $504,752 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $5,833,570 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,045,008,378 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $1,006,250,703 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $1,332,986 | UnrelatedBusinessRevenueAmt |
| Exclusion | $25,999,044 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part IX | Yes (X) | InfoInScheduleOPartIXInd |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $339,537 | TotalAmt |
| Program Services | $339,537 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Foreign Grants ForeignGrantsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Benefits To Members BenefitsToMembersGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,126,196 | TotalAmt |
| Program Services | $440,701 | ProgramServicesAmt |
| Management And General | $1,644,057 | ManagementAndGeneralAmt |
| Fundraising | $41,438 | FundraisingAmt |
Comp Disqual Persons CompDisqualPersonsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $80,180 | TotalAmt |
| Program Services | $23,145 | ProgramServicesAmt |
| Management And General | $57,035 | ManagementAndGeneralAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $319,313,376 | TotalAmt |
| Program Services | $259,489,024 | ProgramServicesAmt |
| Management And General | $59,769,823 | ManagementAndGeneralAmt |
| Fundraising | $54,529 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $13,351,298 | TotalAmt |
| Program Services | $10,862,040 | ProgramServicesAmt |
| Management And General | $2,484,602 | ManagementAndGeneralAmt |
| Fundraising | $4,656 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $37,152,556 | TotalAmt |
| Program Services | $31,384,307 | ProgramServicesAmt |
| Management And General | $5,754,558 | ManagementAndGeneralAmt |
| Fundraising | $13,691 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $23,174,374 | TotalAmt |
| Program Services | $18,890,461 | ProgramServicesAmt |
| Management And General | $4,276,997 | ManagementAndGeneralAmt |
| Fundraising | $6,916 | FundraisingAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,545,893 | TotalAmt |
| Program Services | $25,354 | ProgramServicesAmt |
| Management And General | $5,520,539 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,346,728 | TotalAmt |
| Management And General | $1,346,728 | ManagementAndGeneralAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $283,012 | TotalAmt |
| Management And General | $283,012 | ManagementAndGeneralAmt |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,804,768 | TotalAmt |
| Management And General | $1,804,768 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $201,650,287 | TotalAmt |
| Program Services | $107,631,475 | ProgramServicesAmt |
| Management And General | $93,464,664 | ManagementAndGeneralAmt |
| Fundraising | $554,148 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $20,045,601 | TotalAmt |
| Program Services | $3,548,173 | ProgramServicesAmt |
| Management And General | $16,497,428 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $26,305,789 | TotalAmt |
| Program Services | $14,784,906 | ProgramServicesAmt |
| Management And General | $11,519,880 | ManagementAndGeneralAmt |
| Fundraising | $1,003 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $23,213,899 | TotalAmt |
| Program Services | $7,030,617 | ProgramServicesAmt |
| Management And General | $16,183,282 | ManagementAndGeneralAmt |
Royalties RoyaltiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $25,020 | TotalAmt |
| Program Services | $25,020 | ProgramServicesAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,143,574 | TotalAmt |
| Program Services | $6,166,200 | ProgramServicesAmt |
| Management And General | $975,224 | ManagementAndGeneralAmt |
| Fundraising | $2,150 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,323,287 | TotalAmt |
| Program Services | $1,495,707 | ProgramServicesAmt |
| Management And General | $827,575 | ManagementAndGeneralAmt |
| Fundraising | $5 | FundraisingAmt |
Pymt Travel Entrtnmnt Pub Ofcl PymtTravelEntrtnmntPubOfclGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,871,869 | TotalAmt |
| Program Services | $1,152,696 | ProgramServicesAmt |
| Management And General | $719,171 | ManagementAndGeneralAmt |
| Fundraising | $2 | FundraisingAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $23,267,656 | TotalAmt |
| Program Services | $20,536,183 | ProgramServicesAmt |
| Management And General | $2,723,864 | ManagementAndGeneralAmt |
| Fundraising | $7,609 | FundraisingAmt |
Payments To Affiliates PaymentsToAffiliatesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $90,245,656 | TotalAmt |
| Program Services | $83,845,803 | ProgramServicesAmt |
| Management And General | $6,372,552 | ManagementAndGeneralAmt |
| Fundraising | $27,301 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,683,141 | TotalAmt |
| Program Services | $1,557,646 | ProgramServicesAmt |
| Management And General | $124,918 | ManagementAndGeneralAmt |
| Fundraising | $577 | FundraisingAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|
| MEDICAL/PHARMACY SUPPLIES | $254,413,915 | $254,413,915 | |
| HOSPITAL PROVIDER FEE | $7,449,990 | $7,449,990 | |
| BAD DEBT | $4,009,204 | $4,009,204 | |
| LEGAL SETTLEMENT | $3,760,874 | $3,760,874 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,473,440 | TotalAmt |
| Program Services | $4,032,989 | ProgramServicesAmt |
| Management And General | $2,440,451 | ManagementAndGeneralAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,078,401,120 | TotalAmt |
| Program Services | $839,135,093 | ProgramServicesAmt |
| Management And General | $238,552,002 | ManagementAndGeneralAmt |
| Fundraising | $714,025 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $60,314,528 | BOYAmt |
| EOY | $70,228,493 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,463,174 | BOYAmt |
| EOY | $1,449,198 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $39,659,668 | BOYAmt |
| EOY | $24,125,217 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $218,410,464 | BOYAmt |
| EOY | $219,591,111 | 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 | $493,750 | BOYAmt |
| EOY | $812,712 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $13,892,031 | BOYAmt |
| EOY | $17,130,680 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,111,438 | BOYAmt |
| EOY | $10,285,507 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $1,081,863,983 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $606,097,832 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $425,606,956 | BOYAmt |
| EOY | $475,766,151 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $439,486,253 | BOYAmt |
| EOY | $347,447,324 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $220,553,719 | BOYAmt |
| EOY | $291,174,203 | EOYAmt |
Investments Program Related InvestmentsProgramRelatedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | 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 | $40,397,005 | BOYAmt |
| EOY | $43,498,751 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,468,388,986 | BOYAmt |
| EOY | $1,501,509,347 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $131,971,544 | BOYAmt |
| EOY | $151,774,483 | 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 | $124,007 | BOYAmt |
| EOY | $126,249 | EOYAmt |
Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $235,504,214 | BOYAmt |
| EOY | $230,792,714 | 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 | $300,000,000 | BOYAmt |
| EOY | $300,000,000 | EOYAmt |
Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $34,144,402 | BOYAmt |
| EOY | $31,031,430 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $75,579,885 | BOYAmt |
| EOY | $72,331,606 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $777,324,052 | BOYAmt |
| EOY | $786,056,482 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $691,064,934 | BOYAmt |
| EOY | $715,452,865 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $691,064,934 | BOYAmt |
| EOY | $715,452,865 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,468,388,986 | BOYAmt |
| EOY | $1,501,509,347 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | -$33,392,742 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $54,438,752 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $3,341,921 | OtherChangesInNetAssetsAmt |
| Info In Schedule O Part XII | Yes (X) | InfoInScheduleOPartXIIInd |
| 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 | Yes (true) | FederalGrantAuditRequiredInd |
| Federal Grant Audit Performed | Yes (true) | FederalGrantAuditPerformedInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Hospital | Yes (X) | HospitalInd |
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 C IRS990ScheduleC
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Belongs Afflt Grp | Yes (X) | OrganizationBelongsAffltGrpInd |
| Total Grassroots Lobbying | TotalGrassrootsLobbyingGrp | |
| Total Direct Lobbying | TotalDirectLobbyingGrp | |
| Total Lobbying Expend | TotalLobbyingExpendGrp | |
| Other Exempt Purpose Expend | OtherExemptPurposeExpendGrp | |
| Total Exempt Purpose Expend | TotalExemptPurposeExpendGrp | |
| Lobbying Nontaxable Amount | LobbyingNontaxableAmountGrp | |
| Grassroots Nontaxable | GrassrootsNontaxableGrp | |
| Tot Lbbyng Grassroot Mns Non Tx | TotLbbyngGrassrootMnsNonTxGrp | |
| Tot Lbby Expend Mns Lbbyng Non Tx | TotLbbyExpendMnsLbbyngNonTxGrp | |
| Form4720 Filed | false | Form4720FiledInd |
| Volunteers | false | VolunteersInd |
| Paid Staff Or Management | Yes (true) | PaidStaffOrManagementInd |
| Media Advertisements | false | MediaAdvertisementsInd |
| Mailings Members | false | MailingsMembersInd |
| Publications Or Broadcast | false | PublicationsOrBroadcastInd |
| Grants Other Organizations | false | GrantsOtherOrganizationsInd |
| Direct Contact Legislators | Yes (true) | DirectContactLegislatorsInd |
| Direct Contact Legislators | $2,605 | DirectContactLegislatorsAmt |
| Rallies Demonstrations | false | RalliesDemonstrationsInd |
| Other Activities | Yes (true) | OtherActivitiesInd |
| Other Activities | $283,012 | OtherActivitiesAmt |
| Total Lobbying Expenditures | $285,617 | TotalLobbyingExpendituresAmt |
| Not Described Section501c3 | false | NotDescribedSection501c3Ind |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE C, PART II-B | FormAndLineReferenceDesc |
| Explanation | DIRECT AND INDIRECT POLITICAL CAMPAIGN ACTIVITIES: THE MEDICAL CENTER INCURRED LOBBYING EXPENDITURES IN THE AMOUNT OF $285,617 DURING FISCAL YEAR 2017 RELATED TO THE FOLLOWING LOBBYING ACTIVITIES: FEDERAL LEGISLATION: Advocated on issues related to Car-T reimbursements. State Legislation: Lobbied legislature and administration regarding ACR11, SB 23, SB 440, SCR 27, AB 387, SB 481, SB 647, SB 487, SB 538. Lobbied legislature regarding Speakers Select Committee on Health Care Delivery and Universal Coverage; Interim/Oversight Hearing on Cancer Issues. Advocated on issues affecting access to appropriate care for cancer patients. | ExplanationTxt |
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 | $48,695,686 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $6,015,549 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $54,711,235 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $44,815,073 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $3,880,613 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $48,695,686 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $46,440,982 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | -$1,625,909 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $44,815,073 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $43,436,698 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $3,004,284 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $46,440,982 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $39,346,779 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $4,089,919 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $43,436,698 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 1.00000 | BoardDesignatedBalanceEOYPct |
| Endowments Held Unrelated Org | false | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | false | EndowmentsHeldRelatedOrgInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $52,159,654 | OtherCostOrOtherBasisAmt |
| Book Value | $52,159,654 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $304,919,189 | OtherCostOrOtherBasisAmt |
| Depreciation | $197,730,138 | DepreciationAmt |
| Book Value | $107,189,051 | BookValueAmt |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $54,653,780 | OtherCostOrOtherBasisAmt |
| Depreciation | $16,922,258 | DepreciationAmt |
| Book Value | $37,731,522 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $525,779,751 | OtherCostOrOtherBasisAmt |
| Depreciation | $391,445,436 | DepreciationAmt |
| Book Value | $134,334,315 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $144,351,609 | OtherCostOrOtherBasisAmt |
| Book Value | $144,351,609 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $475,766,151 | TotalBookValueLandBuildingsAmt |
| Financial Derivatives | FinancialDerivativesGrp | |
| Closely Held Equity Interests | CloselyHeldEquityInterestsGrp |
Other Securities OtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ALTERNATIVE INVESTMENTS | Desc |
| Book Value | $291,174,203 | BookValueAmt |
| Method Valuation | F | MethodValuationCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $291,174,203 | TotalBookValueSecuritiesAmt |
| Federal Income Tax Liability | $0 | FederalIncomeTaxLiabilityAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (8 entries)
| DescDesc | AmtAmt |
|---|---|
| BOND ISSUE PREMIUM | $19,297,594 |
| WORKERS COMP & SELF INS LIAB | $16,541,587 |
| RETIREMENT FUND PAYABLE | $20,715,473 |
| DEFERRED LEASE LIABILITY | $5,682,174 |
| INTEREST RATE SWAP | $5,120,879 |
| SENATE BILL 1732 PAYABLE | $610,883 |
| DUE TO AFFILIATE | $3,960,967 |
| SELF INSURANCE LIABILITY | $402,049 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $72,331,606 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| SCHEDULE D, PART V, LINE 4 | ENDOWMENT FUNDS: THE MEDICAL CENTER HAS DESIGNATED QUASI-ENDOWMENT FUNDS THAT ARE AVAILABLE TO FUND FUTURE RESEARCH, AND CAPITAL AND EXPANSION NEEDS AS DETERMINED BY MANAGEMENT AND THE CITY OF HOPE BOARD OF DIRECTORS. |
| SCHEDULE D, PART X, LINE 2 | FASB ASC 740 DISCLOSURE: THE FOLLOWING PARAGRAPH IS FROM THE CONSOLIDATED CITY OF HOPE AND AFFILIATES (CITY OF HOPE, CITY OF HOPE AUXILIARIES (AUXILIARIES), THE MEDICAL CENTER, THE MEDICAL FOUNDATION AND THE BECKMAN RESEARCH INSTITUTE) AUDITED FINANCIAL STATEMENTS AS OF SEPTEMBER 30, 2017: FINANCIAL ACCOUNTING STANDARDS BOARD, ACCOUNTING STANDARDS CODIFICATION (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 DERECOGNITION, 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, 2017 AND 2016. |
Schedule F IRS990ScheduleF
Account Activities Outside US AccountActivitiesOutsideUSGrp (7 entries)
| RegionRegionTxt | Type Of Activities ConductedTypeOfActivitiesConductedTxt | Region Total ExpendituresRegionTotalExpendituresAmt | EmployeeEmployeeCnt | Specific Services ProvidedSpecificServicesProvidedTxt |
|---|---|---|---|---|
| Central America and the Caribbean | Investments | $94,270,680 | ||
| East Asia and the Pacific | Program Services | $72,407 | 15 | BUSINESS AND EDUCATION |
| Europe (Including Iceland and Greenland) | Program Services | $158,377 | 36 | BUSINESS AND EDUCATION |
| Middle East and North Africa | Program Services | $7,676 | 4 | BUSINESS AND EDUCATION |
| North America | Program Services | $21,935 | 15 | BUSINESS AND EDUCATION |
| South Asia | Program Services | $14,211 | 4 | BUSINESS AND EDUCATION |
| Sub-Saharan Africa | Program Services | $6,418 | 1 | BUSINESS AND EDUCATION |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Employees | 67 | SubtotalEmployeesCnt |
| Total Employee | 75 | TotalEmployeeCnt |
| Subtotal Spent | $94,551,704 | SubtotalSpentAmt |
| Total Spent | $94,551,704 | 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 | FOREIGN INVESTMENTS: INVESTMENT ACTIVITIES OF THE MEDICAL CENTER INCLUDE INVESTMENTS IN MULTIPLE VEHICLES THAT PROVIDE INVESTMENT INCOME AND RETURNS TO THE INSTITUTION TO FURTHER ITS MISSION AND PROGRAMS. AS SUCH, THERE ARE INVESTMENTS HELD IN OFFSHORE HEDGE FUNDS, MAINLY REGISTERED AS CAYMAN EXEMPTED CORPORATIONS. THESE INVESTMENTS HELP MITIGATE RISK IN THE PORTFOLIO AND REPRESENT APPROXIMATELY 13.3% OF THE MEDICAL CENTER'S OVERALL CASH AND INVESTMENT PORTFOLIO. THE MEDICAL CENTER 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 ASSET FUNDS. ALL OF THESE INVESTMENTS HAVE BEEN INCLUDED IN FORM 990, PART X, LINE 12. BUSINESS AND EDUCATIONAL SYMPOSIA CONSIST OF HEALTH CARE RELATED MEETINGS THAT MEDICAL CENTER PHYSICIANS AND STAFF ATTEND FOR PURPOSES OF CONTINUING MEDICAL EDUCATION, ADVANCING TREATMENT THOUGHTS AND CURES, ENHANCING KNOWLEDGE AND PRESENTING RESEARCH, THOUGHTS AND IDEAS. THE HEALTH CARE FIELD IS INTERNATIONAL IN SCOPE, AND THE MEDICAL CENTER ENJOYS INTERNATIONAL RECOGNITION. ACCORDINGLY, THESE SYMPOSIA ARE CONDUCTED GLOBALLY, INCLUDING THE VARIOUS REGIONS IDENTIFIED IN SCHEDULE F. THE MEDICAL CENTER SUPPORTS ATTENDANCE OF OUR MEDICAL STAFF AT THESE SYMPOSIA. EMPLOYEE TRAVELERS MAY TAKE MULTIPLE TRIPS TO THE SAME REGION OR TO MULTIPLE REGIONS DURING A FISCAL YEAR. IN THE CASE WHERE THE SAME EMPLOYEE TRAVELER TOOK MORE THAN ONE TRIP TO THE SAME REGION, THEY ARE ONLY COUNTED ONE TIME IN THAT REGION. IF THE SAME EMPLOYEE TRAVELER TRAVELS TO MORE THAN ONE REGION, THAT INDIVIDUAL IS COUNTED ONLY ONCE IN EACH REGION VISITED. THE TOTAL TRAVELERS ON LINE 3A, HOWEVER, ONLY COUNTS THE SAME TRAVELER ONCE IN THE GRAND TOTAL. AS A RESULT THE TOTAL TRAVELERS PER REGION WILL NOT ADD UP TO THE TOTAL ON LINE 3A. THERE WERE 14 INSTANCES WHERE THE SAME TRAVELER WAS TRAVELING TO MULTIPLE REGIONS DURING THE FISCAL YEAR ENDING SEPTEMBER 30, 2017. SCHEDULE F, PART I, LINE 3, COLUMN F THE EXPENDITURES IN COLUMN F ARE DETERMINED USING THE ACCRUAL METHOD OF ACCOUNTING. | ExplanationTxt |
Schedule H IRS990ScheduleH
| Field | Value | IRS element (for citing) |
|---|---|---|
| Financial Assistance Policy | Yes (true) | FinancialAssistancePolicyInd |
| Written Policy | Yes (true) | WrittenPolicyInd |
| All Hospitals Policy | Yes (X) | AllHospitalsPolicyInd |
| FPG Reference Free Care | Yes (true) | FPGReferenceFreeCareInd |
Free Care Oth Percentage FreeCareOthPercentageGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | Yes (X) | OtherInd |
| Free Care Other | 600. | FreeCareOtherPct |
| Field | Value | IRS element (for citing) |
|---|---|---|
| FPG Reference Discounted Care | false | FPGReferenceDiscountedCareInd |
| Free Care Medically Indigent | Yes (true) | FreeCareMedicallyIndigentInd |
| Financial Assistance Budget | Yes (true) | FinancialAssistanceBudgetInd |
| Expenses Exceed Budget | Yes (true) | ExpensesExceedBudgetInd |
| Unable To Provide Care | false | UnableToProvideCareInd |
| Annual Community Bnft Report | Yes (true) | AnnualCommunityBnftReportInd |
| Report Publically Available | Yes (true) | ReportPublicallyAvailableInd |
Financial Assistance At Cost Typ FinancialAssistanceAtCostTyp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expns | $6,541,000 | TotalCommunityBenefitExpnsAmt |
| Net Community Benefit Expns | $6,541,000 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.00610 | TotalExpensePct |
Unreimbursed Medicaid UnreimbursedMedicaidGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expns | $184,211,571 | TotalCommunityBenefitExpnsAmt |
| Direct Offsetting Revenue | $141,328,972 | DirectOffsettingRevenueAmt |
| Net Community Benefit Expns | $42,882,599 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.03980 | TotalExpensePct |
Total Financial Assistance Typ TotalFinancialAssistanceTyp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expns | $190,752,571 | TotalCommunityBenefitExpnsAmt |
| Direct Offsetting Revenue | $141,328,972 | DirectOffsettingRevenueAmt |
| Net Community Benefit Expns | $49,423,599 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.04590 | TotalExpensePct |
Community Health Services CommunityHealthServicesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expns | $1,507,812 | TotalCommunityBenefitExpnsAmt |
| Net Community Benefit Expns | $1,507,812 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.00140 | TotalExpensePct |
Health Professions Education HealthProfessionsEducationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expns | $2,058,953 | TotalCommunityBenefitExpnsAmt |
| Direct Offsetting Revenue | $278,516 | DirectOffsettingRevenueAmt |
| Net Community Benefit Expns | $1,780,437 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.00170 | TotalExpensePct |
Research ResearchGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expns | $96,011,604 | TotalCommunityBenefitExpnsAmt |
| Direct Offsetting Revenue | $22,447,527 | DirectOffsettingRevenueAmt |
| Net Community Benefit Expns | $73,564,077 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.06820 | TotalExpensePct |
Cash And In Kind Contributions CashAndInKindContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expns | $339,537 | TotalCommunityBenefitExpnsAmt |
| Net Community Benefit Expns | $339,537 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.00030 | TotalExpensePct |
Total Other Benefits TotalOtherBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expns | $99,917,906 | TotalCommunityBenefitExpnsAmt |
| Direct Offsetting Revenue | $22,726,043 | DirectOffsettingRevenueAmt |
| Net Community Benefit Expns | $77,191,863 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.07160 | TotalExpensePct |
Total Community Benefits TotalCommunityBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expns | $290,670,477 | TotalCommunityBenefitExpnsAmt |
| Direct Offsetting Revenue | $164,055,015 | DirectOffsettingRevenueAmt |
| Net Community Benefit Expns | $126,615,462 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.11750 | TotalExpensePct |
Workforce Development WorkforceDevelopmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expns | $141,194 | TotalCommunityBenefitExpnsAmt |
| Net Community Benefit Expns | $141,194 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.00010 | TotalExpensePct |
Total Communtity Building Acty TotalCommuntityBuildingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expns | $141,194 | TotalCommunityBenefitExpnsAmt |
| Net Community Benefit Expns | $141,194 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.00010 | TotalExpensePct |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bad Debt Expense Reported | Yes (true) | BadDebtExpenseReportedInd |
| Bad Debt Expense | $4,009,204 | BadDebtExpenseAmt |
| Reimbursed By Medicare | $205,424,791 | ReimbursedByMedicareAmt |
| Cost Of Care Reimbursed By Medcr | $261,028,175 | CostOfCareReimbursedByMedcrAmt |
| Medicare Surplus Or Shortfall | -$55,603,384 | MedicareSurplusOrShortfallAmt |
Costing Methodology Used CostingMethodologyUsedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | Yes (X) | OtherInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Written Debt Collection Policy | Yes (true) | WrittenDebtCollectionPolicyInd |
| Financial Assistance Prvsn | Yes (true) | FinancialAssistancePrvsnInd |
| Hospital Facilities | 1 | HospitalFacilitiesCnt |
Hospital Facilities HospitalFacilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Facility | 1 | FacilityNum |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CITY OF HOPE NATIONAL MEDICAL CENTER | 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) |
|---|---|---|
| Website Address | WWW.CITYOFHOPE.ORG | WebsiteAddressTxt |
| State License | 930000033 | StateLicenseNum |
| Licensed Hospital | Yes (X) | LicensedHospitalInd |
| General Medical And Surgical | Yes (X) | GeneralMedicalAndSurgicalInd |
| Research Facility | Yes (X) | ResearchFacilityInd |
| Other | SHORT-TERM SPECIALTY HOSPITAL | OtherDesc |
Hospital Fclty Policies Prctc HospitalFcltyPoliciesPrctcGrp
Hospital Facility Name HospitalFacilityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CITY OF HOPE NATIONAL MEDICAL CENTER | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Facility | 1 | FacilityNum |
| First Licensed CY Or PY | false | FirstLicensedCYOrPYInd |
| Tax Exempt Hospital CY Or PY | false | TaxExemptHospitalCYOrPYInd |
| CHNA Conducted | Yes (true) | CHNAConductedInd |
| Community Definition | Yes (X) | CommunityDefinitionInd |
| Community Demographics | Yes (X) | CommunityDemographicsInd |
| Existing Resources | Yes (X) | ExistingResourcesInd |
| How Data Obtained | Yes (X) | HowDataObtainedInd |
| Community Health Needs | Yes (X) | CommunityHealthNeedsInd |
| Other Health Issues | Yes (X) | OtherHealthIssuesInd |
| Community Hlth Needs Id Process | Yes (X) | CommunityHlthNeedsIdProcessInd |
| Consulting Process | Yes (X) | ConsultingProcessInd |
| CHNA Conducted | 16 | CHNAConductedYr |
| Take Into Account Others Input | Yes (true) | TakeIntoAccountOthersInputInd |
| CHNA Conducted With Other Fclts | false | CHNAConductedWithOtherFcltsInd |
| CHNA Conducted With Non Fclts | false | CHNAConductedWithNonFcltsInd |
| CHNA Report Widely Available | Yes (true) | CHNAReportWidelyAvailableInd |
| Rpt Available On Own Website | Yes (X) | RptAvailableOnOwnWebsiteInd |
| Own Website URL | Cont. on Sch H Part V Line 7A & 10A | OwnWebsiteURLTxt |
| Paper Copy Public Inspection | Yes (X) | PaperCopyPublicInspectionInd |
| Implementation Strategy Adopt | Yes (true) | ImplementationStrategyAdoptInd |
| Implementation Strategy Adpt | 16 | ImplementationStrategyAdptYr |
| Strategy Posted Website | Yes (true) | StrategyPostedWebsiteInd |
| Strategy Website URL | Continued on Part V, Section C | StrategyWebsiteURLTxt |
| Organization Incur Excise Tax | false | OrganizationIncurExciseTaxInd |
| Elig Criteria Explained | Yes (true) | EligCriteriaExplainedInd |
| FPG Family Incm Lmt Free Dscnt | Yes (X) | FPGFamilyIncmLmtFreeDscntInd |
| FPG Family Incm Lmt Free Care | 600. | FPGFamilyIncmLmtFreeCarePct |
| FPG Family Incm Lmt Dscnt Care | 0. | FPGFamilyIncmLmtDscntCarePct |
| Asset Level Criteria | Yes (X) | AssetLevelCriteriaInd |
| Medical Indigency Criteria | Yes (X) | MedicalIndigencyCriteriaInd |
| Insurance Status Criteria | Yes (X) | InsuranceStatusCriteriaInd |
| Underinsurance Stat Criteria | Yes (X) | UnderinsuranceStatCriteriaInd |
| Residency Criteria | Yes (X) | ResidencyCriteriaInd |
| Explained Basis | Yes (true) | ExplainedBasisInd |
| App Financial Asst Expln | Yes (true) | AppFinancialAsstExplnInd |
| Described Info | Yes (X) | DescribedInfoInd |
| Described Suprt Doc | Yes (X) | DescribedSuprtDocInd |
| Provided Hospital Contact | Yes (X) | ProvidedHospitalContactInd |
| Includes Publicity Measures | Yes (true) | IncludesPublicityMeasuresInd |
| FAP Available On Website | Yes (X) | FAPAvailableOnWebsiteInd |
| FAP Available On Website URL | Cont. on Sch H Part V Line 16 A-C | FAPAvailableOnWebsiteURLTxt |
| FAP App Available On Website | Yes (X) | FAPAppAvailableOnWebsiteInd |
| FAP App Available On Website URL | Cont. on Sch H Part V Line 16 A-C | FAPAppAvailableOnWebsiteURLTxt |
| FAP Summary On Website | Yes (X) | FAPSummaryOnWebsiteInd |
| FAP Summary On Website URL | Cont. Sch H Part V L 16 a-c | FAPSummaryOnWebsiteURLTxt |
| FAP Avlbl On Request No Charge | Yes (X) | FAPAvlblOnRequestNoChargeInd |
| FAP App Avlbl On Request No Chrg | Yes (X) | FAPAppAvlblOnRequestNoChrgInd |
| FAP Sum Avlbl On Request No Chrg | Yes (X) | FAPSumAvlblOnRequestNoChrgInd |
| Notified FAP Copy Bill Display | Yes (X) | NotifiedFAPCopyBillDisplayInd |
| Communtity Notified FAP | Yes (X) | CommuntityNotifiedFAPInd |
| FAP Translated | Yes (X) | FAPTranslatedInd |
| FAP Actions On Nonpayment | Yes (true) | FAPActionsOnNonpaymentInd |
| Permit No Actions | Yes (X) | PermitNoActionsInd |
| Collection Activities | false | CollectionActivitiesInd |
| None Made | Yes (X) | NoneMadeInd |
| Nondis Emergency Care Policy | Yes (true) | NondisEmergencyCarePolicyInd |
| Prospective Medicare Medicaid | Yes (X) | ProspectiveMedicareMedicaidInd |
| Amounts Generally Billed | false | AmountsGenerallyBilledInd |
| Gross Charges | false | GrossChargesInd |
Supplemental Information SupplementalInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE H, PART V, SECTION B, LINE 5 | FormAndLineReferenceDesc |
| Explanation | DURING THE 2017 FISCAL YEAR, A NEW COMMUNITY HEALTH NEEDS ASSESSMENT (CHNA) WAS CONDUCTED. MUCH OF THE REPORT PROVIDES DATA ON VARIOUS HEALTH INDICATORS AT THE STATE AND LOS ANGELES COUNTY LEVEL. WHENEVER POSSIBLE, WE GATHERED DATA FOR THE SPECIFIC CITIES LOCATED WITHIN THE SAN GABRIEL VALLEY. FOR EXAMPLE, IF YOU WANT TO LEARN WHICH CITIES HAVE THE HIGHEST PERCENTAGE OF RESIDENTS GRADUATING FROM HIGH SCHOOL, YOU CAN SIMPLY GO TO THE SECTION ON EDUCATIONAL ATTAINMENT AND LOCATE THE TABLE WITH GRADUATION RATES. WE HAVE DONE THE SAME FOR EACH OF THE KEY INDICATORS FOR WHICH THE DATA WAS AVAILABLE. SINCE CITY OF HOPE CONSIDERS LOS ANGELES, ORANGE, SAN BERNARDINO, RIVERSIDE AND VENTURA AS PART OF OUR LARGER SERVICE AREA, WE HAVE INCLUDED DATA ON THOSE COUNTIES. THE CHNA INCLUDED DEVELOPMENT OF A DEMOGRAPHIC AND HEALTH STATUS PROFILE OF THE COMMUNITY AND CONSULTATIONS WITH COMMUNITY REPRESENTATIVES REGARDING HEALTH NEEDS. PRIMARY DATA COLLECTION ANALYSIS OF SECONDARY DATA YIELDED A PRELIMINARY LIST OF SIGNIFICANT HEALTH NEEDS, WHICH THEN INFORMED PRIMARY DATA COLLECTION. THE PRIMARY DATA COLLECTION PROCESS WAS DESIGNED TO VALIDATE SECONDARY DATA FINDINGS, IDENTIFY ADDITIONAL COMMUNITY ISSUES, SOLICIT INFORMATION ON DISPARITIES AMONG SUBPOPULATIONS, ASCERTAIN COMMUNITY ASSETS TO ADDRESS NEEDS AND DISCOVER GAPS IN RESOURCES. FOR THIS CHNA, WE OBTAINED INFORMATION THROUGH FOCUS GROUPS; A COMMUNITY SURVEY; AND INTERVIEWS WITH KEY COMMUNITY STAKEHOLDERS, PUBLIC HEALTH AND SERVICE PROVIDERS, MEMBERS OF MEDICALLY UNDERSERVED, LOW-INCOME AND MINORITY POPULATIONS IN THE COMMUNITY, AND INDIVIDUALS OR ORGANIZATIONS SERVING OR REPRESENTING THE INTERESTS OF SUCH POPULATIONS. FOCUS GROUPS CITY OF HOPE DEVELOPED FOCUS GROUPS THAT INCLUDED MEMBERS OF MEDICALLY UNDERSERVED, LOW-INCOME AND MINORITY POPULATIONS IN THE COMMUNITY, AND INDIVIDUALS AND ORGANIZATIONS SERVING OR REPRESENTING THE INTERESTS OF THESE POPULATIONS. FIVE FOCUS GROUPS ENGAGING 65 COMMUNITY STAKEHOLDERS WERE CONDUCTED. ONE FOCUS GROUP WAS CONDUCTED IN SPANISH WITH A BILINGUAL FACILITATOR, AND ONE WAS CONDUCTED IN ENGLISH AND MANDARIN WITH A BILINGUAL INTERPRETER. THE OTHER THREE FOCUS GROUPS WERE CONDUCTED IN ENGLISH. FOCUS GROUP PARTICIPANTS WERE SELECTED BECAUSE THEY REPRESENTED SUBPOPULATIONS (RACIAL/ETHNIC, AGE AND GEOGRAPHIC) OF THE SPA 3 SERVICE AREA. THE MEETINGS WERE HOSTED BY TRUSTED COMMUNITY ORGANIZATIONS. AN AGENCY CONTACT WAS MADE AVAILABLE TO ANSWER ANY QUESTIONS AT EACH FOCUS GROUP. REFRESHMENTS WERE OFFERED, AND GIFT CARDS WERE PROVIDED TO PARTICIPANTS. AT THE BEGINNING OF EACH FOCUS GROUP, THE PURPOSE OF THE GROUP AND THE COMMUNITY ASSESSMENT PROCESS WERE EXPLAINED. PARTICIPANTS WERE ASSURED OF ANONYMITY, AS RESPONSES WOULD BE AGGREGATED. THE FOCUS GROUP DISCUSSIONS WERE RECORDED ON AUDIO FOR EASE OF DOCUMENTATION. BEFORE BEGINNING THE DISCUSSION, EACH FACILITATOR ASKED EACH PARTICIPANT TO CONSENT TO PARTICIPATING AND BEING RECORDED. THE FOCUS GROUP PARTICIPANTS WERE ASKED TO SHARE THEIR PERSPECTIVES RELATED TO TOPICS WITHIN THE FOLLOWING AREAS: *BIGGEST ISSUES AND HEALTH CONCERNS FACING THE COMMUNITY *ISSUES, CHALLENGES AND BARRIERS FACED BY COMMUNITY MEMBERS SPECIFIC TO THE IDENTIFIED HEALTH NEEDS *SERVICES, PROGRAMS AND COMMUNITY EFFORTS AVAILABLE TO ADDRESS EACH HEALTH NEED *SPECIAL POPULATIONS OR GROUPS THAT ARE MOST AFFECTED BY A HEALTH NEED *HOW CITY OF HOPE MIGHT HELP ADDRESS THE COMMUNITY NEEDS *OTHER COMMENTS OR CONCERNS COMMUNITY SURVEY TO FURTHER ENGAGE COMMUNITY RESIDENTS IN THE ASSESSMENT PROCESS, AN ELECTRONIC SURVEY WAS MADE AVAILABLE FROM NOVEMBER 2015 TO JANUARY 2016 THROUGH SURVEYMONKEY. THE HOSPITAL DISTRIBUTED THE SURVEY LINK TO COMMUNITY PARTNERS. AN INTRODUCTION TO THE SURVEY QUESTIONS EXPLAINED THE PURPOSE OF THE SURVEY AND ASSURED THEM THAT PARTICIPATION WAS VOLUNTARY AND THAT THEY WOULD REMAIN ANONYMOUS. THIRTY-EIGHT PERSONS RETURNED THE SURVEY. THE SURVEY ASKED FOR THE RESPONDENTS ZIP CODE, AGE, INSURANCE STATUS AND PERCEIVED HEALTH STATUS. SURVEY QUESTIONS FOCUSED ON THE FOLLOWING TOPICS: *BIGGEST HEALTH ISSUES IN THE COMMUNITY *WHERE THEY ACCESSED ROUTINE HEALTH CARE SERVICES *PROBLEMS THEY FACE ACCESSING HEALTH CARE OR SUPPORTIVE SERVICES *WHAT WOULD MAKE IT EASIER TO OBTAIN CARE *TYPES OF SUPPORT OR SERVICES NEEDED IN THE COMMUNITY *HEALTHY CHANGES ADOPTED IN THE PAST YEAR TO IMPROVE HEALTH THE SUMMARY SURVEY REPORT CAN BE FOUND IN APPENDIX 2 OF THE CHNA. INTERVIEWS TARGETED INTERVIEWS WERE USED TO GATHER INFORMATION AND OPINIONS FROM PERSONS WHO REPRESENT THE COMMUNITY SERVED BY THE HOSPITAL. CITY OF HOPE DEVELOPED A LIST OF KEY INFLUENCERS WHO HAVE KNOWLEDGE OF COMMUNITY HEALTH NEEDS. THEY WERE SELECTED TO COVER A WIDE RANGE OF COMMUNITIES WITHIN THE HOSPITAL SERVICE AREA AND TO REPRESENT DIFFERENT AGE GROUPS AND RACIAL/ETHNIC POPULATIONS. FIFTEEN INTERVIEWS WERE COMPLETED IN DECEMBER 2015 AND JANUARY 2016. STAKEHOLDERS WERE INVITED BY EMAIL TO PARTICIPATE IN A PHONE INTERVIEW. INTERVIEW APPOINTMENTS WERE SCHEDULED AT THE STAKEHOLDERS CONVENIENCE. AT THE OUTSET OF EACH INTERVIEW, THE PURPOSE OF THE INTERVIEW IN THE CONTEXT OF THE ASSESSMENT WAS EXPLAINED, STAKEHOLDERS WERE ASSURED THEIR RESPONSES WOULD REMAIN CONFIDENTIAL AND CONSENT TO PROCEED WAS OBTAINED. INTERVIEW PARTICIPANTS WERE ASKED TO SHARE THEIR PERSPECTIVES ON A NUMBER OF TOPICS RELATED TO THE IDENTIFIED PRELIMINARY HEALTH NEEDS IN THE SERVICE AREA. QUESTIONS FOCUSED ON THE FOLLOWING TOPICS: *MAJOR HEALTH ISSUES FACING THE COMMUNITY *SOCIOECONOMIC, BEHAVIORAL, ENVIRONMENTAL OR CLINICAL FACTORS THAT CONTRIBUTE TO POOR HEALTH IN A COMMUNITY *ISSUES, CHALLENGES AND BARRIERS RELATING TO THE IDENTIFIED HEALTH NEEDS *SERVICES, PROGRAMS, COMMUNITY EFFORTS AND RESOURCES AVAILABLE TO ADDRESS THE HEALTH NEEDS *SPECIAL POPULATIONS OR GROUPS THAT ARE AFFECTED BY A HEALTH NEED *HEALTH OR SOCIAL SERVICES THAT ARE MISSING OR DIFFICULT TO ACCESS *OTHER COMMENTS OR CONCERNS FOCUS GROUP, SURVEY AND INTERVIEW PARTICIPANTS WERE ASKED TO PROVIDE ADDITIONAL COMMENTS TO SHARE WITH THE HOSPITAL. ANALYSIS OF THE PRIMARY DATA WAS PERFORMED THROUGH A PROCESS THAT COMPARED AND COMBINED RESPONSES IN ORDER TO IDENTIFY THEMES. ALL RESPONSES TO EACH QUESTION WERE EXAMINED TOGETHER, AND CONCEPTS AND THEMES WERE THEN SUMMARIZED TO REFLECT THE RESPONDENTS EXPERIENCES AND OPINIONS. THESE RESULTS WERE REVIEWED IN CONJUNCTION WITH THE SECONDARY DATA. PRIMARY DATA FINDINGS WERE USED TO CORROBORATE SECONDARY DATA-DEFINED HEALTH NEEDS, SERVING AS A CONFIRMATORY DATA SOURCE. RESPONSES ARE INCLUDED IN THE FOLLOWING CHNA CHAPTERS. INFORMATION GAPS INFORMATION GAPS THAT IMPACT THE ABILITY TO ASSESS HEALTH NEEDS WERE IDENTIFIED. SOME OF THE SECONDARY DATA WAS NOT ALWAYS COLLECTED ON A REGULAR BASIS, MEANING THAT SOME DATA WAS SEVERAL YEARS OLD. DISAGGREGATED DATA AROUND AGE, ETHNICITY, RACE AND GENDER WERE NOT AVAILABLE FOR ALL DATA INDICATORS, WHICH LIMITED THE ABILITY TO EXAMINE DISPARITIES OF HEALTH ISSUES WITHIN EVERY COMMUNITY. FOCUS GROUPS AGENCY AND PARTICIPANT PARTICIPANT NUMBER OF AGENCY LOCATION DESCRIPTION LANGUAGE PARTICIPANTS __________________________________________________________________________ SECOND BAPTIST CHURCH AFRICAN-AMERICAN ADULTS ENGLISH 12 (MONROVIA) SECOND BAPTIST CHURCH TEENS, AGES 14-18 ENGLISH 20 (MONROVIA) DUARTE SENIOR CENTER SENIORS ENGLISH 11 (DUARTE) ASIAN YOUTH CENTER ASIAN-AMERICAN ADULTS ENGLISH 12 (SAN GABRIEL) AND MANDARIN OUR SAVIOUR CENTER HISPANIC/LATINO ADULTS SPANISH 10 (EL MONTE) TOTAL 65 INTERVIEW KEY INFORMANTS 1 - TIM ALDERSON, EXECUTIVE DIRECTOR, SEEDS OF HOPE, EPISCOPAL DIOCESE OF LOS ANGELES 2 - MARY BORJA, HEALTH SERVICES CHAIR, EL MONTE CITY SCHOOL DISTRICT 3 - LISA DOWD, HEALTH SERVICES COORDINATOR, DUARTE UNIFIED SCHOOL DISTRICT 4 - FLORENCE LIN, COMMUNITY RELATIONS MANAGER, ASIAN YOUTH CENTER 5 - JASMINE LOPEZ, VOLUNTEER, EL CONCILIO 6 - MAGGIE LOPEZ, CLINIC ADMINISTRATOR, AZUSA CLINIC, EL PROYECTO DEL BARRIO 7 - JIM MORRIS, EXECUTIVE DIRECTOR, MEN EDUCATING MEN ABOUT HEALTH 8 - JENNIFER RIVERA, COMMUNITY LIAISON PUBLIC HEALTH SUPERVISOR, COMMUNITY HEALTH SERVICES, LOS ANGELES COUNTY DEPARTMENT OF PUBLIC HEALTH, SPAS 3 AND 4 9 - CINDY SARABIA, VOLUNTEER, SCHOOL-AGE DEPARTMENT, ANTELOPE VALLEY PARTNERS FOR HEALTH SCHEDULE H, PART V, SECTION B, LINE 7A & 10A THE COMMUNITY BENEFIT REPORT, THE CHNA REPORT, AND RELATED IMPLEMENTATION STRATEGY ARE AVAILABLE TO THE PUBLIC THROUGH THE FOLLOWING WEBSITE: WWW.CITYOFHOPE.ORG/ABOUT-CITY-OF-HOPE/COMMUNITY/COMMUNITY-BENEFIT SCHEDULE H, PART V, SECTION B, LINE 11 THE CHNA COMPLETED IN 2016 AND THE RELATED DATA-GATHERING PROCESS ENABLED CITY OF HOPE TO IDENTIFY FIVE AREAS OF COMMUNITY CONCERN RELATING TO CANCER AND DIABETES. MEMBERS OF THE LOCAL COMMUNITY WERE SUBSEQUENTLY ASKED TO RANK THESE FIVE AREAS BY TAKING INTO ACCOUNT THE SIZE AND SERIOUSNESS OF THE ISSUE, ECONOMIC FEASIBILITY, POTENTIAL FOR IMPACT, AND AVAILABILITY TO THE COMMUNITY. CITY OF HOPE'S 2018-2021 IMPLEMENTATION STRATEGY INCLUDES THE TOP FOUR AREAS OF COMM | ExplanationTxt |
Supplemental Information Detail SupplementalInformationDetail (12 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| SCHEDULE H, PART I, LINE 3C | ALL SELF PAY, UNINSURED AND UNDERINSURED PATIENTS WHO DO NOT QUALIFY FOR CHARITY CARE UNDER THE MEDICAL CENTER'S CHARITY CARE PROGRAM ARE OFFERED SERVICES THROUGH THE MEDICAL CENTER AT DISCOUNTED CHARGES. THIS DISCOUNT IS BASED ON A CERTAIN ALGORITHM, REGARDLESS OF THE SERVICES OR SETTING WHERE RENDERED TO THE RESPECTIVE PATIENT. THE DISCOUNT IS ALSO EXTENDED TO PATIENTS WHO QUALIFY FOR THE MEDICAL CENTER'S CHARITY CARE PROGRAM FOR THE OUT OF POCKET PORTIONS OF CARE THAT ARE BEYOND THE CHARITY CARE COVERAGE AMOUNT THE PATIENTS QUALIFIED FOR. SCHEDULE H, PART I, LINE 6A COMMUNITY BENEFIT DATA FOR THE MEDICAL CENTER IS INCLUDED IN CITY OF HOPE'S COMMUNITY BENEFIT REPORT WHICH IS PROVIDED TO THE CALIFORNIA DEPARTMENT OF HEALTH SERVICES, OFFICE OF STATEWIDE HEALTH PLANNING AND DEVELOPMENT. |
| SCHEDULE H, PART I, LINE 7, A-D | THE AMOUNTS REPORTED IN THIS SECTION WERE DETERMINED USING COST ACCOUNTING METHODOLOGY THAT CAPTURES THE TRUE COST OF TREATING PATIENTS. THESE AMOUNTS INCLUDE BOTH DIRECT AND INDIRECT COSTS AND INCLUDES ALL PATIENT AND PAYOR SEGMENTS SUCH AS INPATIENT AND OUTPATIENT, PRIVATE INSURANCE, MANAGED CARE, MEDICARE, MEDI-CAL, OTHER INSURERS, AND THE UNINSURED OR UNDERINSURED. THE CALIFORNIA HOSPITAL FEE PROGRAM (THE PROGRAM) THAT BECAME EFFECTIVE JANUARY 1, 2010 HAS TWO COMPONENTS. THE QUALITY ASSURANCE FEE ACT GOVERNS THE "HOSPITAL FEE"QUALITY ASSURANCE FEE" (QA FEE) PAID BY PARTICIPATING HOSPITALS, AND THE MEDI-CAL HOSPITAL PROVIDER STABILIZATION ACT GOVERNS SUPPLEMENTAL MEDI-CAL PAYMENTS (SUPPLEMENTAL PAYMENTS) MADE TO PROVIDERS FROM THE FUND. HOSPITAL PARTICIPATION IS MANDATORY, WITH LIMITED EXCEPTIONS. DURING THE YEAR ENDED SEPTEMBER 30, 2017, THE MEDICAL CENTER MADE PAYMENTS TO THE CALIFORNIA DEPARTMENT OF HEALTH CARE SERVICES (DHCS) FOR THE QA FEE IN THE AMOUNT OF $7,449,990 AND RECORDED AS REVENUE $21,320,388 IN SUPPLEMENTAL PAYMENTS. THE PAYMENTS AND REVENUES PERTAINED TO THE APROVED PERIOD FROM OCTOBER 1, 2016 THROUGH SEPTEMBER 30, 2017. DURING 2017, CMS APPROVED THE MANAGED CARE PORTION OF THE 36-MONTH PROGRAM FOR THE PERIOD FROM JANUARY 1, 2015 THROUGH JUNE 30, 2015. THE CENTER RECOGNIZED $2,491,523 IN ADDITIONAL NET PATIENT SERVICE REVENUE FOR THE YEAR ENDED SEPTEMBER 30, 2017. THE QA FEE OF $7,449,990 HAS BEEN INCLUDED IN SCHEDULE H, PART I, LINE 7B, COLUMN(C), TOTAL COMMUNITY BENEFIT EXPENSE. THE SUPPLEMENTAL PAYMENTS TOTALING $21,320,388 HAVE BEEN INCLUDED IN SCHEDULE H, PART I, LINE 7B, COLUMN (D), DIRECT OFFSETTING REVENUE. EXCLUDING THE EFFECTS OF THE PROGRAM ON FISCAL YEAR 2017 SCHEDULE H, PART I, LINE 7B, COLUMN (E) NET COMMUNITY BENEFIT EXPENSE WOULD HAVE BEEN EQUAL TO $56,752,997 OR 5.26% OF TOTAL EXPENSE. THIS WOULD HAVE INCREASED LINE 7K, COLUMN (F), TO 13.72%. CITY OF HOPE CONTINUES TO MAINTAIN A STRONG COMMITMENT TO CARING FOR ALL MEMBERS OF THE COMMUNITY, ESPECIALLY THE VULNERABLE. SCHEDULE H, PART I, LINE 7, E-F COMMUNITY HEALTH IMPROVEMENT ACTIVITIES, COMMUNITY HEALTH BENEFIT OPERATIONS, AND HEALTH PROFESSIONS EDUCATION WERE BASED ON ACTUAL OR ESTIMATED STAFF HOURS AND SALARIES DEVOTED TO THESE ACTIVITIES DURING FISCAL YEAR 2017. AMOUNTS REPORTED FOR COMMUNITY HEALTH IMPROVEMENT SERVICES INCLUDE COMMUNITY BENEFIT OPERATIONS AND HEALTH PROFESSIONS EDUCATION, WHICH WAS DETERMINED BASED ON DATA REPORTED BY VARIOUS MEDICAL CENTER DEPARTMENTS. SCHEDULE H, PART I, LINE 7H RESEARCH COSTS WERE DETERMINED USING A DIRECT COST METHODOLOGY AND APPLYING A FEDERALLY APPROVED INDIRECT COST RATE. DIRECT COSTS INCLUDE SALARIES, WAGES AND BENEFITS, SUPPLIES, MATERIALS AND SERVICES RENDERED IN THE PERFORMANCE OF RESEARCH ACTIVITIES SPONSORED THROUGH THE MEDICAL CENTER. DIRECT OFFSETTING REVENUES ARE THOSE REVENUES SUPPORTING THE RESEARCH ACTIVITIES. SCHEDULE H, PART I, LINE 7I CASH AND IN-KIND CONTRIBUTIONS MADE BY THE MEDICAL CENTER DURING FY 2017 ARE AS FOLLOWS: DUARTE SENIOR CENTER FOOD DISTRIBUTION $ 134,503 HEALTH CONSORTIUM OF SAN GABRIEL VALLEY $ 5,000 EDUCATIONAL FOUNDATIONS (DUARTE) $ 9,874 COMMUNITY MEETING SPONSORSHIPS $ 27,931 CALIFORNIA HEALTH CARE FOUNDATION TRUST $ 154,106 YWCA HEALTHY SGV INITIATIVE $ 3,123 TZU CHI MEDICAL FOUNDATION (CANCER SCREENING PROGRAM) $ 5,000 TOTAL CASH CONTRIBUTIONS $ 339,537 CHA GUIDELINES FROM 2015 WERE USED TO DETERMINE WHETHER ACTIVITIES QUALIFIED AS COMMUNITY BENEFITS. |
| SCHEDULE H, PART II | COMMUNITY BUILDING ACTIVITIES SHOWN ON SCHEDULE H ARE VALUED AT $141,194 AND ARE COMPRISED OF WORKFORCE DEVELOPMENT ACTIVITIES THAT INCLUDE LEADERSHIP DEVELOPMENT FOR THE PARTICIPANTS IN THE VARIOUS WORKFORCE DEVELOPMENT PROGRAMS. OTHER ACTIVITIES INCLUDE OUR HEALTHY LIVING GRANTS (10 PROGRAMS WERE FUNDED IN 2017 AND INCLUDES TWO CAPACITY BUILDING GRANTS). IN ADDITION TO PREVENTING DISEASE, UPHOLDING SUSTAINABLE ENVIRONMENTAL PRACTICES AND FOSTERING A BROAD RANGE OF PARTNERSHIPS TO COLLABORATIVELY ADVANCE THE HEALTH OF OUR COMMUNITIES, CITY OF HOPE IS COMMITTED TO INCREASING EDUCATIONAL OPPORTUNITIES THAT CAN LEAD TO CAREERS IN HEALTH CARE FOR UNDERREPRESENTED ETHNIC/CULTURAL GROUPS. IN ADDITION TO THE DUARTE HIGH SCHOOL SCIENCE FIELD TRIP AND THE SUMMER REGIONAL OCCUPATIONAL PROGRAM (ROP), CITY OF HOPE DELIVERED AN OUTSTANDING COMMUNITY SCIENCE FESTIVAL WHICH WILL BE DESCRIBED IN DETAIL BELOW. THE ROP IS DESIGNED TO EXPOSE HIGH SCHOOL STUDENTS TO A VARIETY OF PROFESSIONS - MEDICAL AND NONMEDICAL - THAT ARE FOUND IN A MEDICAL CENTER. STUDENTS FROM DUARTE HIGH SCHOOL AND SURROUNDING COMMUNITIES ARE MATCHED WITH CITY OF HOPE PROFESSIONALS IN MUTUAL AREAS OF INTEREST THAT MAY INCLUDE HUMAN RESOURCES, FINANCE, INFORMATION TECHNOLOGY, MARKETING, FUNDRAISING, PUBLIC HEALTH, CLINICAL MEDICINE, RESEARCH AND OTHER PROFESSIONS. FOR SIX WEEKS STUDENTS ARE MENTORED TWO DAYS A WEEK, WITH A THIRD DAY OF CLASSES, FOR WHICH THEY RECEIVE FIVE ACADEMIC CREDITS. THE GOAL IS TO HELP THE STUDENTS IDENTIFY AREAS OF INTEREST AND BUILD A FUTURE WORKFORCE THAT INCLUDES STUDENTS FROM UNDERSERVED POPULATIONS WITHIN OUR DEFINED SERVICE AREA. UNDER THE JOB SHADOW PROGRAM, LOCAL STUDENTS ARE INVITED ANNUALLY TO TOUR LABORATORIES AT THE BECKMAN RESEARCH INSTITUTE OF CITY OF HOPE. THE STUDENTS MEET WITH SCIENTISTS AND LEARN ABOUT THE SCIENCE BEHIND DISEASE PREVENTION. HANDS-ON SCIENCE PROJECTS ARE DESIGNED TO INCREASE THEIR INTEREST IN SCIENTIFIC RESEARCH. OUR GROUNDHOG DAY ENABLES STUDENTS TO EXPLORE CAREER OPTIONS AND GAIN PRACTICAL INSIGHTS INTO THE WORKPLACE. EACH YEAR, A GROUP OF STUDENTS FROM DUARTE HIGH SCHOOL ARE MATCHED WITH AN EQUAL NUMBER OF MENTORS, WHOM THEY SHADOW AT CITY OF HOPE FOR A FULL DAY IN FEBRUARY. THE RELATIONSHIP CONTINUES BEYOND THE SINGLE DAY, WITH STUDENTS ENCOURAGED TO CONTACT THEIR MENTOR FOR SUPPORT AND DIRECTION THROUGHOUT THEIR HIGH SCHOOL YEARS. THE TRANSITIONS OF CARE COMMUNITY COALITION (TC3) IS COMPRISED OF VENDORS OR SERVICE PROVIDERS FOR CITY OF HOPE. DURING THE YEAR, THIS HAS BROUGHT UP TWO INTERESTING ISSUES THAT, IF LEFT UNCHECKED, COULD DERAIL THE COALITIONS ABILITY TO RETAIN MEMBERS AND CONTINUE BUILDING A SEAMLESS CONTINUUM OF CARE. THE FIRST ISSUE SURROUNDS THE BUY-IN OF THE VENDORS AND SERVICE PROVIDERS. THERE IS NO PROMISE OF VENDOR REFERRALS FROM CITY OF HOPE TO THESE TC3 MEMBER ORGANIZATIONS. BECAUSE OF THIS REQUIREMENT TO BE ALTRUISTIC AND FOCUSED ON THE DEVELOPMENT OF A SYSTEM OF CARE THAT BENEFITS THE PATIENT, SOME MEMBER ORGANIZATIONS FIND A DECREASED SENSE IN VALUE THAT PARTICIPATION IN THE COALITION CAN BRING TO THEIR BUSINESS. THE LEADERSHIP CONTINUES TO ADDRESS THESE ISSUES AND REMINDS MEMBERS THAT THEIR REASONS FOR ATTENDING THE COALITION IS NOT TO INCREASE THE NUMBER OF REFERRALS THEY GET FROM CITY OF HOPE, BUT FINDING WAYS TO BREAKDOWN THE BARRIERS THAT PATIENTS OFTEN EXPERIENCE WHEN LEAVING THE HOSPITAL AND TRANSITIONING TO HOME. DURING FISCAL YEAR 2017, TC3 MET TWO TIMES WITH THE ADMINISTRATORS AND ONE TIME WITH THE CLINICAL TEAMS FOR THE COALITIONS MEMBER ORGANIZATIONS. DURING THE ADMINISTRATOR MEETINGS, TOPICS RANGED FROM REVISITING THE VISION, MISSION AND GOALS CREATED IN THE PREVIOUS YEAR TO MAJOR EDUCATIONAL PROGRAMS THAT COVERED IMPORTANT ISSUES. AT CITY OF HOPE, WE DO NOT DO POPULATION HEALTH INTERVENTIONS ON A REGULAR BASIS. WE RECOGNIZE THAT THERE ARE ORGANIZATIONS IN OUR COMMUNITY WHO ARE EXPERTS IN THIS AREA. THIS YEAR, WE FUNDED TEN LOCAL NON-PROFIT ORGANIZATIONS (INCLUDING ONE SCHOOL AND ONE UNIVERSITY) TO DELIVER INNOVATIVE PROGRAMS THAT ADDRESS ONE OR MORE OF OUR STRATEGIC PRIORITIES AROUND CANCER PREVENTION, HEALTHY LIVING, OR SMOKING CESSATION. OUR COMMUNITY BENEFIT ADVISORY COUNCIL MEMBERS MADE THE SELECTIONS AND GRANTED $5,000 TO EACH GROUP. THE ADDED BONUS - CITY OF HOPE NOW HAS AN OPPORTUNITY TO LEARN MORE ABOUT OUR LOCAL VULNERABLE POPULATIONS AND CAN HELP SUPPORT OUR LOCAL COMMUNITY EFFORTS TOWARD TACKLING HEALTH DISPARITIES IN THE MOST CULTURALLY APPROPRIATE AND SPECIFIC MANNER. LEARN MORE AT: WWW.CITYOFHOPE.ORG/ABOUT-CITY-OF-HOPE/COMMUNITY/COMMUNITY-BENEFIT/HEALTHY- LIVING-GRANT-PROGRAM BEING A GOOD CITIZEN MEANS BEING SUPPORTIVE OF THE WORK OUR CITIES AND COMMUNITY ORGANIZATIONS DO TO IMPROVE THE LIVES OF THE PEOPLE THEY SERVE. THROUGHOUT 2017 COH HAS SUPPORTED THESE TYPES OF GROUPS BY PROVIDING CONFERENCE AND MEETING FACILITIES FOR CITY SPONSORED ACTIVITIES SO THEY CAN CONVENE THEIR STAKEHOLDERS OR PROVIDE EDUCATION. IN ADDITION TO THIS, COH ALSO BEGAN PROVIDING VOLUNTEERS TO THE DUARTE SENIOR CENTER TO SUPPORT THEIR CAPACITY TO DELIVER SUPPLEMENTAL FOOD TO OVER 200 NEEDY SENIORS EVERY MONTH. |
| SCHEDULE H, PART III, LINES 2 AND 4 | BAD DEBT EXPENSE OF $4,009,204 WAS INCLUDED IN FORM 990, PART IX, LINE 24C, BUT IS EXCLUDED FOR THE PURPOSE OF CALCULATING THE PERCENTAGE OF TOTAL COMMUNITY BENEFIT EXPENSE. THE BAD DEBT EXPENSE/WRITE-OFF AMOUNT IS THE FINAL AMOUNT DUE NET OF ANY PAYMENTS ON THE RELATED ACCOUNTS. NO DISCOUNTS ARE GIVEN ON BAD DEBT ACCOUNTS. IN ACCORDANCE WITH HFMA STATEMENT 15, BAD DEBTS ARE CLASSIFIED AS AN OPERATING EXPENSE IN THE FINANCIAL STATEMENTS. BAD DEBT IS DEFINED AS EXPENSES RESULTING FROM TREATMENT FOR HEALTH CARE SERVICES PROVIDED TO A PATIENT WHEN THE PATIENT OR A GUARANTOR HAS THE REQUISITE FINANCIAL RESOURCES TO PAY FOR HEALTH CARE SERVICES BUT HAS DEMONSTRATED AN UNWILLINGNESS BY HIS OR HER ACTIONS TO COMPLY WITH THE CONTRACTUAL ARRANGEMENTS TO RESOLVE A DEBT. BAD DEBT MUST BE RELATED TO COVERED SERVICES AND IS DERIVED FROM DEDUCTIBLES AND COINSURANCE AMOUNTS. REASONABLE EFFORTS ARE MADE TO COLLECT THE DEBT. THE DEBT MUST ACTUALLY BE UNCOLLECTED WHEN CLAIMED AS WORTHLESS AND IT MUST BE ESTABLISHED THAT THERE IS NO LIKELIHOOD OF RECOVERY AT ANY TIME IN THE FUTURE. NET PATIENT SERVICE REVENUES ARE REPORTED AT NET REALIZABLE AMOUNTS FROM THIRD-PARTY PAYORS AND OTHERS FOR SERVICES RENDERED. THE ALLOWANCES FOR CONTRACTUAL DISCOUNTS AND UNCOLLECTIBLE ACCOUNTS HAVE BEEN DETERMINED BASED ON HISTORICAL COLLECTION DATA. THE FISCAL YEAR 2017 AUDITED FINANCIAL STATEMENTS DO NOT INCLUDE A FOOTNOTE DISCUSSING BAD DEBT EXPENSE, ACCOUNTS RECEIVABLE OR ALLOWANCE FOR DOUBTFUL ACCOUNTS. |
| SCHEDULE H, PART III, LINE 8 | IN ADDITION TO BEING AN NCI-DESIGNATED COMPREHENSIVE CANCER CENTER, CITY OF HOPE IS A FOUNDING MEMBER OF THE NATIONAL COMPREHENSIVE CANCER NETWORK (NCCN), AN ALLIANCE OF 27 OF THE NATION'S LEADING CANCER CENTERS THAT DEFINE AND SET NATIONAL STANDARDS FOR CANCER CARE - STANDARDS THAT ARE MADE AVAILABLE TO PATIENTS AND PHYSICIANS. NCCN MEMBER INSTITUTIONS ADVANCE CANCER PREVENTION, SCREENING, DIAGNOSIS AND TREATMENT THROUGH EXCELLENCE IN BASIC AND CLINICAL RESEARCH. CITY OF HOPE AND OTHER NCCN PARTNERS ENHANCE THE EFFECTIVENESS AND EFFICIENCY OF CANCER CARE DELIVERY THROUGH THE ON-GOING COLLECTION, SYNTHESIS AND ANALYSIS OF OUTCOME DATA. GIVEN THE INSTITUTION'S FOCUS ON CANCER AND THE HIGHER INCIDENCE OF CANCER AMONG ADULTS 65 AND OLDER, THE MEDICAL CENTER TREATS A HIGH PROPORTION OF MEDICARE PATIENTS. THAT FACT, COMBINED WITH THE HIGH COST OF COMPLEX CARE, MEANS THAT THE MEDICAL CENTER BEARS SIGNIFICANT UNREIMBURSED MEDICARE EXPENSES. RECOGNIZING THE MEDICAL CENTER'S EXTRAORDINARY CONTRIBUTIONS TO CANCER CARE, RESEARCH, EDUCATION AND POPULATION HEALTH, THE MEDICAL CENTER'S MEDICARE SHORTFALL SHOULD BE CONSIDERED A COMMUNITY BENEFIT. MEDICARE COST IS BASED ON THE MEDICARE COST REPORT WHICH COMBINES ROUTINE AND ANCILLARY COSTS. THE COST FOR ANCILLARY SERVICES IS BASED ON A RATIO OF COST TO CHARGES. ROUTINE SERVICES ARE BASED ON DIRECT ROUTINE COSTS AND ARE ALLOCATED BASED ON THE MEDICARE PATIENT DAYS AS A PERCENT OF THE MEDICAL CENTER'S TOTAL PATIENT DAYS. |
| SCHEDULE H, PART III, LINE 9B | PATIENT ACCOUNTS ARE NOT SENT TO COLLECTION WITHOUT GIVING PATIENTS ADEQUATE TIME TO BE EVALUATED OR RE-EVALUATED FOR FINANCIAL ASSISTANCE OR TO DEVELOP ALTERNATIVE PAYMENT ARRANGEMENTS. PATIENT ACCOUNTS WILL NOT BE SENT TO COLLECTION WHILE PENDING COMPLETION OF FINANCIAL COUNSELING. A PATIENT WILL BE GIVEN AT LEAST SEVEN BUSINESS DAYS NOTICE BEFORE HIS OR HER ACCOUNT IS SENT TO A COLLECTION AGENCY. NEITHER THE MEDICAL CENTER NOR ITS THIRD PARTY COLLECTION VENDORS WILL USE WAGE GARNISHMENT OR LIENS ON PRIMARY RESIDENCES AS A MEANS OF COLLECTING UNPAID HOSPITAL BILLS FROM PATIENTS WHO ARE ELIGIBLE FOR ANY FORM OF CHARITY CARE UNDER THE CHARITY CARE POLICY. ALL AGENCIES USED FOR COLLECTION ARE ADVISED ON THE MEDICAL CENTER'S POLICY IN WRITING AND THE CHARITY CARE POLICY IS INCORPORATED BY REFERENCE IN COLLECTION CONTRACTS WITH SUCH AGENCIES. THE MEDICAL CENTER RECEIVES WRITTEN ASSURANCES FROM THESE AGENCIES THAT THEY WILL ADHERE TO THE MEDICAL CENTER'S STANDARDS. |
| SCHEDULE H, PART VI, LINE 2 | ON AN ON-GOING BASIS, THE ORGANIZATION USES HEALTH STATUS DATA FROM SUCH SOURCES AS THE CALIFORNIA DEPARTMENT OF HEALTH SERVICES, THE LA COUNTY DEPARTMENT OF PUBLIC HEALTH, AND THE CALIFORNIA DIVISIONS OF THE AMERICAN CANCER SOCIETY TO HELP ASSESS COMMUNITY HEALTH NEEDS. LAY ADVISORY COUNCILS ARE USED EXTENSIVELY TO IDENTIFY AND PRIORITIZE COMMUNITY HEALTH NEEDS AND GUIDE PROGRAM DEVELOPMENT. AS PART OF ITS IMPLEMENTATION STRATEGY, CITY OF HOPE DEVELOPED A COMMUNITY BENEFIT ADVISORY COMMITTEE (CBAC) THAT WILL FURTHER CONTRIBUTE TO OUR ON-GOING ASSESSMENT OF COMMUNITY HEALTH NEEDS. ADDITIONALLY, THE CBAC IS RESPONSIBLE FOR RECOMMENDING AND OVERSEEING COMMUNITY BENEFIT POLICIES AND PROGRAMS DESIGNED TO CARRY OUT THE MISSION AND VALUES OF THE CITY OF HOPE AND ENHANCE THE HEALTH OF LOCAL COMMUNITIES. MOREOVER, THESE CBAC MEMBERS POSSESS A VARIETY OF SKILLS AND KNOWLEDGE THAT WILL KEEP CITY OF HOPE INFORMED OF NEEDS ON A REGULAR BASIS THAT INCLUDE: * RESIDENCY IN LOCAL COMMUNITY WITH DISPROPORTIONATE UN-MET HEALTH-RELATED NEEDS * KNOWLEDGE AND EXPERTISE IN PRIMARY DISEASE PREVENTION * EXPERIENCE WORKING WITH LOCAL NON-PROFIT COMMUNITY-BASED ORGANIZATIONS * KNOWLEDGE AND EXPERTISE IN EPIDEMIOLOGY * EXPERTISE IN THE ANALYSIS OF SERVICE UTILIZATION AND POPULATION HEALTH DATA THE CBAC HELD AN EXPLORATORY RECRUITMENT MEETING IN NOVEMBER 2014. IMPORTANT COMMUNITY STAKEHOLDERS WERE IDENTIFIED AND INVITED TO PARTICIPATE IN THE FIRST OFFICIAL MEETING HELD IN JANUARY OF 2015. DURING THE INITIAL MEETING THE NEW CBAC MEMBERS RECEIVED TRAINING ON COMMUNITY BENEFIT STANDARDS, AND BEST PRACTICES. THEY ALSO ELECTED CO-CHAIRS (VIKI GOTO- AMERICAN CANCER SOCIETY, PASADENA/SAN GABRIEL VALLEY AND PATRICIA DUFF TUCKER - COMMUNITY ADVOCATE), FOR A TWO YEAR TERM. THESE TALENTED WOMEN WILL LEAD THE CBAC EFFORTS BY OVERSEEING ACTIVITIES TO ADDRESS THE OBJECTIVES IDENTIFIED AND PRIORITIZED IN THE 2014-2017 IMPLEMENTATION STRATEGY. OUR CBAC MEMBERS CAME TO US THROUGH A NUMBER OF VERY IMPORTANT COMMUNITY ORGANIZATIONS AND HEALTH CARE PROVIDERS. BELOW IS A LIST OF THE GROUPS REPRESENTED: * AMERICAN CANCER SOCIETY * EL CONCILIO (CITY OF HOPE SPANISH LANGUAGE/CULTURAL PATIENT, FAMILY AND CAREGIVER GROUP) * MEN EDUCATING MEN ABOUT HEALTH * DUARTE UNIFIED SCHOOL DISTRICT * SET FOR LIFE * PLANNED PARENTHOOD PASADENA & SAN GABRIEL VALLEY * METHODIST HOSPITAL * CANCER DETECTION PROGRAM - CECILIA G. DE LA HOYA CANCER CENTER - WHITE MEMORIAL MEDICAL CENTER * WALDEN UNIVERSITY - PUBLIC HEALTH DATA EXPERT * PASADENA CITY HEALTH DEPARTMENT * SOCAL WOMEN'S HEALTH CONFERENCE DURING THE 2017 FISCAL YEAR, THE CO-CHAIRS, VIKI GOTO, AND PATRICIA DUFF TUCKER, HELD FOUR MEETINGS WITH THE CBAC. TWO WERE HELD IN PERSON AND TWO VIA WEBEX. DURING THE COURSE OF THIS YEAR THE CBAC REVIEWED AND REVISED THE HEALTHY LIVING GRANT PROGRAM, REVIEWED THE CHARTER, AND CONDUCTED SITE VISITS TO THE HEALTHY LIVING GRANT PROGRAMS THEY FUNDED. CBAC MEMBERS WHO MADE SITE VISITS SUBMITTED WRITTEN AND VERBAL REPORTS ON THEIR EXPERIENCES. ADDITIONALLY, THEY REVIEWED AND CHOSE THE 2017 HEALTHY LIVING GRANTEES, AND ATTENDED THE CONFERENCE AND AWARD LUNCHEON WHERE THEY SPOKE ABOUT THEIR SITE VISITS. IN A PARTICULARLY BUSY YEAR, THE ADVISORY COUNCIL MEMBERS ALSO PARTICIPATED IN THE DESIGN AND IMPLEMENTATION OF THE TRIANNUAL COMMUNITY HEALTH NEEDS ASSESSMENT (CHNA) EITHER BY ATTENDING THE INITIAL DESIGN MEETING AND PARTICIPATING IN DISCUSSIONS WITH OUR CHNA CONSULTANT OR BY TAKING PART IN THE ACTUAL FOCUS GROUPS, PROVIDING LINKAGES TO COMMUNITY GROUPS BEING INTERVIEWED AND ANSWERING THE ONLINE SURVEYS. DURING THE OCTOBER 2017 CBAC MEETING, THE COUNCIL MEMBERS PARTICIPATED IN THE REVIEW OF THE RESULTS AND PRIORITIZATION OF NEW STRATEGIES FOR THE SUBSEQUENT IMPLEMENTATION STRATEGY. THE CBAC MEMBERS ARE NOT A RUBBER STAMP ADVISORY COUNCIL. TAKING THEIR TASKS SERIOUSLY AND INTELLIGENTLY, THEY ENSURE THAT CITY OF HOPE'S COMMUNITY BENEFIT PROGRAMMING IS ALIGNED WITH OUR PRIORITIES AND ADDRESSES THE NEEDS OF OUR LOCAL RESIDENTS. OUR COMMUNITY BENEFIT DEPARTMENT HAS ALSO ESTABLISHED AN INTERNAL HUB, MADE UP OF CITY OF HOPE STAFF WHO ARE RESPONSIBLE FOR CONTRIBUTING TO COMMUNITY BENEFIT PROGRAMS AND SERVICES. THEY MEET ON A QUARTERLY BASIS TO DISCUSS FEDERAL REPORTING REQUIREMENTS, RECEIVE TECHNICAL ASSISTANCE, AND LEARN ABOUT THE CITY OF HOPE PROCESSES FOR ENSURING PROGRAMS ARE ADDRESSING THE PRIORITIES IN THE IMPLEMENTATION STRATEGY. ADDITIONALLY, THE HUB HAS AN INTERNAL WEBSITE THAT PROVIDES LINKS AND RESOURCES TO COMMUNITY BENEFIT BEST PRACTICES AND INTERNAL TOOLS FOR SHARING AND BUILDING COLLABORATIONS THAT STRENGTHEN THE QUALITY OF STAFF CONTRIBUTIONS TO OUR COMMUNITY BENEFIT PROGRAMS. WE REALIZE THAT MEASUREMENT AND EVALUATION ARE NECESSARY TO SHOW SUCCESS, AS WELL AS TO HIGHLIGHT AREAS FOR IMPROVEMENT OR GROWTH, WHICH CAN RESULT IN MORE EFFECTIVE INITIATIVES. EVALUATIONS COMPLETED BY PARTICIPANTS IN ALL COMMUNITY EDUCATION, COMMUNITY HEALTH IMPROVEMENT AND CONTINUING MEDICAL EDUCATION PROGRAMS ARE ALSO USED TO INFORM AND ASSESS COMMUNITY HEALTH NEEDS. |
| SCHEDULE H, PART VI, LINE 3 | PATIENTS AND PERSONS WHO MAY BE BILLED FOR PATIENT CARE ARE INFORMED ABOUT THEIR POSSIBLE ELIGIBILITY FOR ASSISTANCE BY THE MEDICAL CENTER'S PATIENT FINANCIAL COUNSELORS PRIOR TO THEIR FIRST APPOINTMENT. IN ADDITION, DURING THE INITIAL MEETING BETWEEN CLINICAL SOCIAL WORKERS AND PATIENTS AND THEIR FAMILIES, ASSESSMENT OF A PATIENT'S NEED FOR ASSISTANCE WITH HOUSING, TRANSPORTATION, OBTAINING MEDICATIONS, AND OTHER FINANCIAL SUPPORT AND ELIGIBILITY FOR STATE AND FEDERAL PROGRAMS IS CONDUCTED. SOCIAL WORKERS AND OTHER MEDICAL CENTER STAFF REFER PATIENTS TO A MEDICAL CENTER RESOURCES COORDINATOR, WHO HELPS PATIENTS AND THEIR FAMILIES APPLY FOR ASSISTANCE AND ACCESS COMMUNITY RESOURCES. IN ADDITION, INFORMATION ABOUT MEDICAL CARE FOR THOSE WHO CANNOT AFFORD TO PAY IS CONTAINED IN A LETTER SENT TO ALL NEW PATIENTS PRIOR TO THEIR FIRST VISIT. THIS INFORMATION IS ALSO POSTED NEAR THE NEW PATIENT CHECK-IN DESK AND IS INCLUDED IN A GUIDE PROVIDED TO EVERY NEW PATIENT. THE MEDICAL CENTER'S PATIENTS AND THEIR FAMILIES CAN ALSO LEARN ABOUT FINANCIAL COUNSELING AND OTHER RESOURCES THROUGH THE INSTITUTION'S PATIENT AND FAMILY ORIENTATION CLASS. THIS CLASS IS OFFERED IN ENGLISH AND SPANISH AND IS AVAILABLE TO EVERY NEW PATIENT. INDIVIDUAL COUNSELING IS OFFERED TO PATIENTS WHO SPEAK OTHER LANGUAGES. IN ADDITION TO THE SUPPORT SERVICES PREVIOUSLY MENTIONED, CITY OF HOPE PROVIDES PATIENTS ACCESS TO ITS INTERNALLY DEVELOPED AND INTERNATIONALLY RECOGNIZED SUPPORTSCREEN PROGRAM. PATIENTS USE SUPPORTSCREEN ON TOUCH SCREEN TABLETS TO IDENTIFY THEIR PSYCHOLOGICAL, EMOTIONAL, PHYSICAL, SOCIAL, FINANCIAL AND PRACTICAL CONCERNS. PATIENTS' RESPONSES ARE IMMEDIATELY AVAILABLE TO CARE PROVIDERS AND REQUESTS FOR ASSISTANCE ARE AUTOMATICALLY ROUTED TO THE APPROPRIATE MEMBER OF THE PATIENT'S CARE TEAM, WHO THEN ADDRESS POTENTIAL PROBLEMS AND BARRIERS TO CARE. THE SUPPORTSCREEN SYSTEM ENABLES STAFF TO PROMPTLY FOLLOW UP WITH PATIENTS WHO ARE SIGNIFICANTLY CONCERNED ABOUT FINANCIAL ISSUES AND ARE SEEKING MORE INFORMATION OR SOMEONE TO TALK TO ABOUT ASSISTANCE AND RESOURCES. |
| SCHEDULE H, PART VI, LINE 4 | CITY OF HOPE IS LOCATED IN DUARTE, CALIFORNIA WHICH IS A DIVERSE COMMUNITY OF 21,500 IN LOS ANGELES COUNTY. THE CITY OF DUARTE IS A LEADER IN COMMUNITY HEALTH IMPROVEMENT AND A WILLING PARTNER WITH CITY OF HOPE FOR MULTIPLE INITIATIVES. THE MEDICAL CENTER'S PRIMARY SERVICE AREA EXTENDS FAR BEYOND DUARTE TO INCLUDE LOS ANGELES, SAN BERNARDINO, RIVERSIDE, VENTURA AND ORANGE COUNTIES. THERE ARE 21 HOSPITALS WITHIN THE MEDICAL CENTER'S SERVICE AREA. PATIENTS FROM THESE COUNTIES COMPRISE 95 PERCENT OF OUR TOTAL DISCHARGES. CITY OF HOPE'S RESEARCH ACTIVITIES HAVE ADVANCED TREATMENT OF CANCER AND OTHER LIFE-THREATENING DISEASES WORLDWIDE. THE MOST RECENT DEMOGRAPHIC AND HEALTH STATUS PROFILE OF OUR PRIMARY SERVICE AREA WAS DEVELOPED IN 2016 USING MULTIPLE DATA SOURCES. TOGETHER, THE COUNTIES OF LOS ANGELES, ORANGE, SAN BERNARDINO, RIVERSIDE, AND VENTURA ARE HOME TO: * 46% OF CALIFORNIA'S TOTAL POPULATION * 57% OF CALIFORNIA'S HISPANIC POPULATION (PREDOMINANTLY MEXICAN) * 55% OF THE STATE'S BLACK POPULATION, AND * 44% OF THE STATE'S ASIAN POPULATION (PRIMARILY CHINESE AND FILIPINO, BUT ALSO KOREAN AND VIETNAMESE) THE FIVE COUNTIES IN OUR PRIMARY SERVICE AREA HAVE A UNIQUE COMPOSITION THAT MAKES THEM VULNERABLE ON MANY LEVELS. THE DATA BELOW REINFORCES THE NEED FOR COMMUNITY BENEFIT PROGRAMS: (RETRIEVED FROM: "HTTPS://WWW.CENSUS.GOV" QUICKFACTS) *LOS ANGELES COUNTY HAS THE HIGHEST RATES OF CANCER DEATHS DUE TO LIVER, BILE DUCT AND STOMACH CANCERS. CANCER DEATHS ARE HIGHEST IN SAN BERNARDINO COUNTY, DRIVEN MOSTLY BY LUNG, BREAST, PROSTATE AND COLORECTAL CANCERS. *CANCER RATES AND MORTALITY TEND TO BE LOWEST AMONG ASIANS. THE RATE OF DEATH FROM CANCER TENDS TO BE HIGHEST AMONG BLACKS. BLACK WOMEN AND MEN IN ALL FIVE COUNTIES ARE DIAGNOSED LATER AND MORE LIKELY TO DIE FROM CANCER, THAN ADULTS OF OTHER RACES. *THE RATE OF CANCER DIAGNOSIS IS HIGHEST AMONG WHITES. *IN RIVERSIDE COUNTY, 39.2% OF TEENAGERS (AGES 12-17 YEARS) ARE OVERWEIGHT. *IN SAN BERNARDINO COUNTY, 34% OF ALL ADULTS ARE OBESE. *IN LOS ANGELES COUNTY, ASIAN/PACIFIC ISLANDER WOMEN HAVE THE LOWEST RATE OF RECEIVING A PAP TEST IN THE LAST THREE YEARS (65.9%), AS COMPARED WITH WHITES (83.9%), LATINAS (86.3%), AND BLACKS (89.3%). *ALL FIVE COUNTIES IN THE SERVICE AREA EXCEED THE HEALTHY PEOPLE 2020 OBJECTIVE FOR COLORECTAL CANCER SCREENING. HOWEVER, ONLY 67.4% GET THE EXAM AT THE RECOMMENDED AGE. POVERTY THRESHOLDS ARE USED FOR CALCULATING OFFICIAL POVERTY POPULATION STATISTICS, WHICH ARE UPDATED YEARLY BY THE CENSUS BUREAU. FOR 2016, THE FEDERAL POVERTY LEVEL (FPL) WAS $24,600 FOR A FAMILY OF FOUR AND $12,060 FOR AN INDIVIDUAL (U.S. DEPARTMENT OF HEALTH AND HUMAN SERVICES. 2017 FEDERAL POVERTY LEVELS. HTTPS://WWW.FEDERALREGISTER.GOV/DOCUMENTS/2017/01/31/2017-02076/ANNUAL-UPD ATE-OF-THE-HHS-POVERTY-GUIDELINES. RETRIEVED ON 01/10/18). IN THE SERVICE PLANNING AREA 3 (SPA 3), THE HIGHEST LEVEL OF POVERTY CAN BE FOUND IN EL MONTE, WHERE ALMOST ONE-QUARTER (23.8%) OF THE POPULATION IS LIVING BELOW THE FPL. FIFTY PERCENT OF THE RESIDENTS OF EL MONTE, POMONA AND SOUTH EL MONTE ARE LOW-INCOME (DEFINED AS < 200% OF FPL). DIAMOND BAR HAS THE LOWEST LEVELS OF POVERTY IN THE SPA, WITH ONLY 5.9% OF THE POPULATION LIVING BELOW THE FPL. (U.S. CENSUS BUREAU, 2012-2016 AMERICAN COMMUNITY SURVEY 5-YEAR ESTIMATES. HTTP://FACTFINDER.CENSUS.GOV/FACES/NAV/JSF/PAGES/COMMUNITY_FACTS.XHTML. RETRIEVED ON 01/1018). IN THE BROADER FIVE-COUNTY REGIONAL SERVICE AREA, ORANGE AND VENTURA COUNTIES HAVE THE LOWEST RATES OF POVERTY (12.5% AND 10.6% RESPECTIVELY). LOS ANGELES AND RIVERSIDE, SAN BERNARDINO COUNTIES EACH HAVE POVERTY RATES HIGHER THAN THE STATE AVERAGE (17.8%, 16.5%, AND 19.1% RESPECTIVELY). WHILE CITY OF HOPE IS A LEADING RESEARCH AND TREATMENT CENTER FOR CANCER, DIABETES, HIV/AIDS AND OTHER LIFE-THREATENING DISEASES, WE DO OUR BEST TO INCORPORATE WHAT WE KNOW ABOUT OUR COMMUNITIES INTO STRATEGIES THAT ADDRESS OTHER ROOT CAUSES OF HEALTH DISPARITY ON A BROADER BASIS. |
| SCHEDULE H, PART VI, LINE 5 | CITY OF HOPE IS ACTIVELY ENGAGED IN PROMOTING THE HEALTH OF THE COMMUNITY THROUGH THE DELIVERY OF COLLABORATIVE PROGRAMS AND SERVICES FOCUSED ON VULNERABLE POPULATIONS. CITY OF HOPE PROVIDES A VARIETY OF COMMUNITY HEALTH IMPROVEMENT AND COMMUNITY BUILDING ACTIVITIES THAT ARE FURTHER DESCRIBED IN OUR 2017 COMMUNITY BENEFIT REPORT. ADDITIONALLY, CITY OF HOPE IS DEDICATED TO PROVIDING EDUCATIONAL OPPORTUNITIES TO COMMUNITY PROVIDERS OF HEALTH SERVICES AND WORK FORCE DEVELOPMENT FOR THOSE INDIVIDUALS REPRESENTING MINORITY AND/OR OTHER UNDER-REPRESENTED POPULATIONS. THE MEDICAL CENTER'S BOARD OF DIRECTORS IS COMPOSED OF CITY OF HOPE PHYSICIANS AND MEMBERS OF THE COMMUNITY WITH EXPERIENCE IN THE BUSINESS AND PHILANTHROPIC WORLD. AS ONE OF THE NATION'S 49 NCI - DESIGNATED COMPREHENSIVE CANCER CENTERS, THE MEDICAL CENTER SERVES A VITAL ROLE IN ITS COMMUNITY. THE MEDICAL CENTER INTEGRATES CLINICAL TREATMENT, PREVENTION, DISEASE CONTROL AND POPULATION RESEARCH IN THE COMMUNITY. AT ANY GIVEN TIME, THE MEDICAL CENTER CONDUCTS MORE THAN 300 CLINICAL TRIALS INVOLVING 25 PERCENT OF ITS PATIENTS (THE NATIONAL AVERAGE IS LESS THAN 5 PERCENT) DEMONSTRATING THE INSTITUTION'S COMMITMENT TO BRINGING NEW, MORE EFFECTIVE TREATMENTS TO INDIVIDUALS WITH CANCER. THE MEDICAL CENTER FUNDED AN ESTIMATED NET TOTAL OF $63,410,000 IN RESEARCH THROUGH CLINICAL TRIALS AND OTHER ACTIVITIES DURING FISCAL YEAR 2017. THE MEDICAL CENTER OFFERS AN EXTENSIVE ARRAY OF PROGRAMS AND SERVICES THAT SERVE STUDENTS, POST-DOCTORAL TRAINEES, PHYSICIANS, NURSES AND OTHER HEALTHCARE PROFESSIONALS. SUPPORT FROM THE MEDICAL CENTER IS INTEGRAL TO VIRTUALLY ALL OF THESE PROGRAMS. HOSPITAL STAFF CONTRIBUTE THEIR EXPERTISE AS MENTORS AND PRESENTERS AND HOSPITAL FACILITIES SERVE AS VITAL SITES FOR CLINICAL TRAINING AND AS VENUES FOR CONFERENCES. IN 2017 CITY OF HOPE, PROVIDED $1,780,437 IN SUPPORT TO THESE PROGRAMS. THE MEDICAL CENTER SERVES AS A RESOURCE FOR YOUNG PHYSICIANS SEEKING TO DEVELOP EXPERTISE IN CANCER, DIABETES AND OTHER DISEASES. RECOGNIZED WORLDWIDE FOR ITS INNOVATIVE APPROACHES TO ADVANCING SCIENCE, THE MEDICAL CENTER OFFERS NUMEROUS HANDS-ON INTERNSHIPS, FELLOWSHIPS AND RESIDENCIES FOR HEALTH PROFESSIONALS IN A BROAD ARRAY OF AREAS INCLUDING CANCER GENETICS, BONE MARROW TRANSPLANTATION, MOLECULAR EPIDEMIOLOGY, PHARMACY, CLINICAL NUTRITION, HOSPITAL ADMINISTRATION, SOCIAL WORK, HEALTH EDUCATION, AND REHABILITATION. PROGRAM ALUMNI GO ON TO PROVIDE HEALTH CARE IN OUR COMMUNITIES. THE DEPARTMENT OF CONTINUING MEDICAL EDUCATION (CME), IN COLLABORATION WITH MANY OF THE DIVISIONS AT THE MEDICAL CENTER, OFFERS EXTRAMURAL, LOCAL, REGIONAL AND NATIONAL OUTREACH PROGRAMS. THE ACCREDITATION COUNCIL FOR CONTINUING MEDICAL EDUCATION (ACCME) AWARDED CITY OF HOPE'S CME PROGRAM ITS SECOND CONSECUTIVE ACCREDITATION WITH COMMENDATION IN 2011. ACCME CITED COMPLIANCE IN ALL TWENTY-TWO CRITERIA AND ACCREDITATION POLICIES AND CHARACTERIZED OUR CME PROGRAM AS HAVING "...DEMONSTRATED AN ENGAGEMENT WITH YOUR ENVIRONMENT IN SUPPORT OF PHYSICIAN LEARNING AND CHANGE THAT IS PART OF A SYSTEM OF QUALITY IMPROVEMENT." ALTHOUGH CITY OF HOPE PROVIDES SPECIALTY CARE FOR LARGE NUMBERS OF PATIENTS FROM UNDERSERVED POPULATIONS, COMMUNITY PROVIDERS ARE THE FIRST LINE OF CARE FOR DISEASE PREVENTION AND EARLY DETECTION. FAMILY PRACTITIONERS, NURSE PRACTITIONERS AND REGISTERED NURSES ARE CHALLENGED BY THE EXTENT OF KNOWLEDGE THEY MUST HAVE TO TREAT ALL DISEASES IN PATIENTS OF ALL AGES. CITY OF HOPE ASSISTS THESE COMMUNITY CARE PROVIDERS BY PROVIDING THE INFORMATION THEY NEED TO REMAIN CURRENT ON THE DIAGNOSIS, TREATMENT AND PREVENTION OF CANCER AND DIABETES. THIS IS ACCOMPLISHED THROUGH A MULTIPRONGED APPROACH THAT INCLUDES: * ADDRESSING VULNERABLE POPULATIONS IN EVERY CONTINUING MEDICAL EDUCATION LECTURE, EITHER BY PRESENTING RESEARCH OR PROVIDING REFERENCES FOR FOLLOW-UP READING * HOLDING A MONTHLY CME DINNER ON VALUED TOPICS FOR FAMILY PRACTITIONERS RESIDING WITHIN A 30-MILE RADIUS * PROVIDING THE LATEST INFORMATION ON SCREENING GUIDELINES AND CLINICAL TRIALS FREE OF CHARGE ON CITY OF HOPE'S WEBSITE * INVITING AREA PRACTITIONERS TO ATTEND FREE "ASK THE EXPERTS TALKS" HELD AT CITY OF HOPE * GIVING LECTURES AT COMMUNITY PRACTICE SITES WITH A LARGE UNDERSERVED POPULATION, INCLUDING ANTELOPE VALLEY AND SOUTH PASADENA * PROVIDING ACCREDITED TALKS ON SUCH TOPICS AS SUPPORTIVE CARE, PALLIATIVE CARE AND HOW TO TALK WITH PATIENTS IN A CULTURALLY SENSITIVE MANNER FOR PHYSICIANS AND NURSES AT MAJOR MEDICAL MEETINGS THE MEDICAL CENTER OFFERS COMMUNITY EDUCATION FORUMS ON CONTEMPORARY ISSUES SUCH AS HEALTH CARE REFORM, DIABETES, AND AIDS. AT THESE EDUCATION PROGRAMS PHYSICIANS, RESEARCHERS AND STAFF DISCUSS DISEASES, TREATMENTS AND RESEARCH AND RESPOND TO QUESTIONS FROM THE PUBLIC. ACCORDING TO THE CENTERS FOR DISEASE CONTROL (2013) ACHIEVING HEALTH EQUITY, ELIMINATING HEALTH DISPARITIES, AND IMPROVING THE HEALTH OF ALL AMERICANS ARE OVERARCHING GOALS TO IMPROVE AND PROTECT THE NATION'S HEALTH. A SIGNIFICANT BARRIER TO ACCESSING CARE IS PROVIDING A WORKFORCE THAT IS REFLECTIVE OF THE CULTURAL AND LINGUISTIC PRACTICES OF OUR LOCAL COMMUNITY. AT CITY OF HOPE, IN ADDITION TO PREVENTING DISEASE, UPHOLDING SUSTAINABLE ENVIRONMENTAL PRACTICES, AND FOSTERING A BROAD RANGE OF PARTNERSHIPS TO COLLABORATIVELY ADVANCE THE HEALTH OF OUR COMMUNITIES, WE ARE ALSO COMMITTED TO IMPROVING EDUCATION OPPORTUNITIES THAT CAN LEAD TO CAREERS IN HEALTH CARE FOR UNDERREPRESENTED ETHNIC/CULTURAL GROUPS. THROUGH STRONG INTERNAL RELATIONSHIPS AND IMPORTANT COLLABORATIONS WITH OUR LOCAL COMMUNITY, WE HAVE BEEN ABLE TO DELIVER A VARIETY OF PROGRAMS THAT CAN INCREASE INTEREST IN HEALTH CARE FIELDS FROM HIGH SCHOOL STUDENTS TO ADULTS LIVING IN OUR SERVICE AREA. ONE OF THE MOST AMAZING THINGS WE CAN DO FOR OUR COMMUNITY IS TO BUILD OUR CAPACITY TO CARE FOR PATIENTS WITH UNIQUE NEEDS. WHAT WE HAVE BEEN LEARNING FROM OUR PROVIDERS IN CARE, IN THE COMMUNITY, AND FROM PATIENTS, IS THAT THE TRANSITION IS OFTEN FAR FROM SMOOTH. WE HAVE ALSO LEARNED THAT JUST BECAUSE A PERSON PASSES AWAY FROM CANCER, IT DOES NOT MEAN THAT THE NEED FOR SUPPORT AND CARE TO THEIR LOVED ONES ENDS. IN ORDER TO ADDRESS BOTH ISSUES, CITY OF HOPE IS PROUD TO SUPPORT TWO COMMUNITY PROGRAMS THAT NOT ONLY SEEK TO EASE THOSE TRANSITIONS BUT OFFER SUPPORT TO PATIENTS, LOVED ONES AND PROVIDERS OF CARE: TRANSITIONS OF CARE COMMUNITY COALITION (TC3) AND COH BEREAVEMENT SUPPORT GROUP. THE TC3 WAS DESCRIBED PREVIOUSLY. THE BEREAVEMENT SUPPORT GROUP ADDRESSES THE NEED FOR SUPPORT DURING THE GRIEVING PROCESS, THE CHILD LIFE TEAM THROUGH A 12-WEEK BEREAVEMENT SUPPORT GROUP THAT OFFERS A SAFE PLACE TO EXPLORE AND RECONCILE FEELINGS WHILE RETURNING TO A "NEW NORMAL" LIFE. A FEW ADDITIONAL EXAMPLES OF WAYS IN WHICH THE MEDICAL CENTER PROMOTES THE HEALTH OF ITS COMMUNITY IS THROUGH TECHNICAL ASSISTANCE PROVIDED TO GOVERNMENT AGENCIES AND COMMUNITY ORGANIZATIONS, CONTRIBUTIONS TO RESEARCH LITERATURE AND LEADERSHIP OF COMMUNITY BOARDS. |
| SCHEDULE H, PART VI, LINE 6 | THE CITY OF HOPE MEDICAL FOUNDATION (MEDICAL FOUNDATION) WAS LAUNCHED IN 2011. THE MEDICAL FOUNDATION HAS FOSTERED INCREASED COLLABORATION BETWEEN PHYSICIANS AND THE MEDICAL CENTER IN PROVIDING PATIENT CARE AND SERVICES TO THE COMMUNITY. THE MEDICAL FOUNDATION OPERATES CLINICS IN ARCADIA, SOUTH PASADENA, SANTA CLARITA, ANTELOPE VALLEY, MISSION HILLS, CORONA, GLENDORA, RANCHO CUCAMONGA, SIMI VALLEY, WEST COVINA, AND AT THE DESERT REGIONAL MEDICAL CENTER. THE MEDICAL FOUNDATION SUPPORTS THE MEDICAL CENTER'S MISSION OF ADVANCING HIGH-QUALITY PATIENT CARE, INNOVATIVE RESEARCH AND EDUCATION PROGRAMS AND HAS ENABLED THE MEDICAL CENTER TO EXPAND SERVICES INTO THE COMMUNITY. SINCE CITY OF HOPE'S BECKMAN RESEARCH INSTITUTE IS A SEPARATE CORPORATE ENTITY, THE MYRIAD OF CONTRIBUTIONS TO COMMUNITY WELL-BEING MADE BY BECKMAN RESEARCH INSTITUTE DEPARTMENTS ARE NOT REFLECTED IN THE COMMUNITY BENEFIT VALUES REPORTED ON SCHEDULE H. THE CENTER OF COMMUNITY ALLIANCE FOR RESEARCH AND EDUCATION (CCARE) WITHIN THE BECKMAN RESEARCH INSTITUTE IS THE FOCAL POINT FOR POPULATION SCIENCES COMMUNITY ENGAGEMENT INITIATIVES. CCARE FOCUSES INITIATIVES IN THREE AREAS: 1. PREVENTION - EDUCATION, SCREENING/EARLY DETECTION AND FOLLOW-UP 2. RESEARCH - THERAPEUTIC, NON-THERAPEUTIC AND OBSERVATIONAL; AND 3. TRAINING - EDUCATION AND MENTORING OF STUDENTS, RESEARCHERS, CLINICIANS AND COMMUNITY ADVOCATES CITY OF HOPE'S DIVISION OF NURSING RESEARCH AND EDUCATION, WHICH IS HOUSED WITHIN THE BECKMAN RESEARCH INSTITUTE, CONDUCTS INTERDISCIPLINARY RESEARCH ORGANIZED AROUND THE QUALITY OF LIFE AND SYMPTOM MANAGEMENT OF ONCOLOGY PATIENTS. STUDIES CONDUCTED IN THE DEPARTMENT EXTEND ACROSS THE TRAJECTORY OF DISEASE, FROM DIAGNOSIS AND TREATMENT TO SURVIVORSHIP AND END-OF-LIFE CARE. FINDINGS FROM THIS RESEARCH ARE DISSEMINATED THROUGH MULTIPLE COURSES OFFERED THROUGHOUT THE YEAR TO HEALTH PROFESSIONALS FROM ACROSS THE COUNTRY. THROUGH THE BECKMAN RESEARCH INSTITUTE, CITY OF HOPE OFFERS A PAID 10-WEEK SUMMER RESEARCH INTERNSHIP FOR 50 TO 70 HIGH SCHOOL STUDENTS FROM ALL OVER THE UNITED STATES, WITH 21 INTERNSHIPS RESERVED FOR STUDENTS FROM LOS ANGELES COUNTY. EACH YEAR, AN AVERAGE OF 1,500 APPLICATIONS ARE RECEIVED. THE SAN GABRIEL VALLEY SCIENCE EDUCATION PARTNERSHIP AWARD (SEPAC) IS A PARTNERSHIP BETWEEN CITY OF HOPE AND THE DUARTE UNIFIED SCHOOL DISTRICT. A FIVE YEAR NATIONAL INSTITUTES OF HEALTH GRANT UNDERWRITES THE SALARY OF A PH.D. IN SCIENCE EDUCATION WHO DEVELOPS THE CURRICULUM FOR THE PROGRAM AND IMPLEMENTS ALL PROGRAM ACTIVITIES. CITY OF HOPE FACULTY, SCIENTISTS AND PREDOCTORAL STUDENTS DONATE THEIR SERVICES TO PROVIDE HANDS-ON BIOMEDICAL SCIENCE EDUCATION TO SECOND, FIFTH, AND EIGHTH GRADERS THROUGHOUT THE YEAR. ADDITIONALLY, SEPAC CONDUCTS AN IN-DEPTH SUMMER RESEARCH PROGRAM FOR INTERESTED HIGH SCHOOL STUDENTS. THE GOAL OF THE SEPAC PROGRAM IS TO INCREASE UNDERSTANDING OF THE CONNECTION BETWEEN SCIENCE AND HEALTH THROUGH FUN, INTERACTIVE, HANDS-ON ACTIVITIES AND TO GROW THE PIPELINE OF UNDER-REPRESENTED MINORITY STUDENTS PURSUING COLLEGE MAJORS AND CAREERS IN THE SCIENCES AND TECHNOLOGY. MULTIPLE INTERACTIONS PROVIDED OVER THE COURSE OF K-12 SCHOOLING HELP BUILD AND MAINTAIN INTEREST, WHILE PREPARING STUDENTS TO ENTER COLLEGE WITH REAL-WORLD RESEARCH CAPABILITY. THE PROGRAM ENABLES STUDENTS TO LEARN ABOUT THE LATEST ADVANCES IN CANCER, DIABETES AND STEM CELL RESEARCH FROM WORLD-CLASS SCIENTISTS AND EDUCATORS. APPLYING REAL-WORLD RESEARCH CAPABILITY, THE CITY OF HOPE'S BECKMAN RESEARCH INSTITUTE FUNDED AN ESTIMATED NET TOTAL OF $147,356,000 IN RESEARCH COSTS THAT HAVE NOT BEEN INCLUDED IN THE SCHEDULE H CALCULATION OF COMMUNITY BENEFITS. |
| SCHEDULE H, PART VI, LINE 7 | THE MEDICAL CENTER'S COMMUNITY BENEFIT REPORT IS FILED ANNUALLY IN THE STATE OF CALIFORNIA WITH THE OFFICE OF STATEWIDE HEALTH PLANNING AND DEVELOPMENT. |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (true) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CALIFORNIA HEALTH FOUNDATION TRUST | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1215 K ST STE 800 | AddressLine1Txt |
| City | SACRAMENTO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 95814 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient EIN | 941498697 | RecipientEIN |
| IRC Section | 501 (C) 3 | IRCSectionDesc |
| Cash Grant | $339,537 | CashGrantAmt |
| Purpose Of Grant | SEE PART IV. | PurposeOfGrantTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 1 | Total501c3OrgCnt |
| Total Other Org | 0 | TotalOtherOrgCnt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE I, PART II, LINE 1, COLUMN H | FormAndLineReferenceDesc |
| Explanation | AS PART OF THE CALIFORNIA HOSPITAL PROVIDER FEE PROGRAM THAT BECAME LAW ON SEPTEMBER 8, 2010, THE MEDICAL CENTER ENTERED INTO AN ENFORCEABLE PLEDGE AGREEMENT WITH THE CALIFORNIA HEALTH FOUNDATION TRUST (CHFT). THE PLEDGE WAS TO SUPPORT CHARITABLE ACTIVITIES AT VARIOUS INDEPENDENT HOSPITALS AND HOSPITAL/HEALTH SYSTEMS IN CALIFORNIA, INCLUDING MEASURES TO ALLEVIATE LOSSES POTENTIALLY RESULTING FROM THE IMPLEMENTATION OF THE CALIFORNIA HOSPITAL PROVIDER FEE PROGRAM. THE MEDICAL CENTER DOES NOT MONITOR GRANTS MADE TO CHFT ONCE THEY HAVE BEEN MADE. | 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 | Yes (true) | 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Dale Walter Adams | ||||||||||||||
| FORMER KEY EMPLOYEE | $6,977 | $0 | $0 | $0 | $195,358 | $0 | $0 | $0 | $0 | $0 | $202,335 | $0 | $0 | $0 |
| Paul J Conocenti | ||||||||||||||
| FORMER KEY EMPLOYEE | $81,174 | $243,519 | $23,151 | $69,456 | $27,814 | $83,448 | $2,056 | $6,174 | $6,830 | $20,487 | $141,025 | $423,084 | $0 | $0 |
| Debra F Fields | ||||||||||||||
| EVP Chief Transformation Off. | $128,945 | $386,838 | $106,005 | $318,021 | $5,470 | $16,413 | $30,985 | $92,958 | $9,970 | $29,913 | $281,375 | $844,143 | $21,527 | $64,581 |
| Michael A Friedman | ||||||||||||||
| FORMER OFFICER | $18,879 | $169,918 | $0 | $0 | $745 | $6,707 | $1,487 | $13,388 | $2,422 | $21,796 | $23,533 | $211,809 | $0 | $0 |
| David A Horne | ||||||||||||||
| VICE PROVOST | $22,435 | $426,279 | $11,764 | $223,503 | $1,998 | $37,977 | $1,088 | $20,672 | $1,649 | $31,342 | $38,934 | $739,773 | $0 | $0 |
| Vincent D Jensen | ||||||||||||||
| Medical Foundation CAO | $169,971 | $254,957 | $70,213 | $105,319 | $17,774 | $26,662 | $3,292 | $4,938 | $9,899 | $14,848 | $271,149 | $406,724 | $0 | $0 |
| Boriana Farias | ||||||||||||||
| ASST TREAS/VP TREASURY | $58,874 | $176,625 | $14,495 | $43,491 | $15,579 | $46,737 | $1,848 | $5,550 | $6,130 | $18,387 | $96,926 | $290,790 | $9,275 | $27,822 |
| Alexandra Levine | ||||||||||||||
| CHIEF MEDICAL OFFICER | $494,801 | $123,700 | $364,014 | $91,004 | $62,452 | $15,613 | $115,328 | $28,832 | $33,498 | $8,375 | $1,070,093 | $267,524 | $107,902 | $26,976 |
| Harlan Levine | ||||||||||||||
| CHIEF EXEC COH MEDICAL FND | $115,361 | $653,710 | $93,262 | $528,482 | $38,200 | $216,470 | $22,664 | $128,428 | $4,795 | $27,171 | $274,282 | $1,554,261 | $49,952 | $283,062 |
| Richard Magnuson | ||||||||||||||
| FORMER OFFICER | $21,289 | $63,864 | $0 | $0 | $8,792 | $26,382 | $429 | $1,284 | $880 | $2,643 | $31,390 | $94,173 | $0 | $0 |
| Jonathan Reuter | ||||||||||||||
| VP FACILITIES & CONSTRUCTION | $114,439 | $171,659 | $29,655 | $44,484 | $29,261 | $43,891 | $3,292 | $4,938 | $12,040 | $18,060 | $188,687 | $283,032 | $8,086 | $12,127 |
| Steven Terry Rosen | ||||||||||||||
| CHIEF SCIENTIFIC OFFICER | $221,823 | $570,403 | $164,834 | $423,858 | $7,639 | $19,642 | $63,017 | $162,044 | $8,390 | $21,576 | $465,703 | $1,197,523 | $37,161 | $95,555 |
| William Sargeant | ||||||||||||||
| ASSISTANT SECRETARY/COO | $154,663 | $463,989 | $122,377 | $367,137 | $14,451 | $43,359 | $30,883 | $92,646 | $8,670 | $26,010 | $331,044 | $993,141 | $34,069 | $102,213 |
| Gregory Schetina | ||||||||||||||
| SECRETARY/GENERAL COUNSEL | $121,783 | $365,355 | $92,891 | $278,670 | $8,635 | $25,902 | $29,053 | $87,162 | $9,993 | $29,985 | $262,355 | $787,074 | $23,205 | $69,615 |
| Robert W Stone | ||||||||||||||
| PRESIDENT AND CEO | $306,651 | $715,517 | $311,704 | $727,310 | $26,043 | $60,765 | $103,183 | $240,763 | $10,490 | $24,480 | $758,071 | $1,768,835 | $84,251 | $196,586 |
| Cornelis Van Den Berg | ||||||||||||||
| INTERIM CFO/TREASURER | $113,281 | $339,846 | $24,343 | $73,035 | $1,300 | $3,897 | $10,472 | $31,413 | $5,794 | $17,382 | $155,190 | $465,573 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE J, PART I, LINE 1A | FormAndLineReferenceDesc |
| Explanation | 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 4A DALE WALTER ADAMS TERMINATED EMPLOYMENT DURING CALENDAR YEAR 2015 AND RECEIVED SALARY CONTINUATION OF $195,358, WHICH HAS BEEN INCLUDED IN SCHEDULE J, PART II, COLUMN B(iii). SCHEDULE J, PART I, LINE 4B THE MEDICAL CENTER 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. THESE AMOUNTS ARE REMITTED TO THE APPROPRIATE TAXING AUTHORITIES ON BEHALF OF THE PARTICIPANTS. DURING THE CALENDAR YEAR ENDING DECEMBER 31, 2016, THE FOLLOWING INDIVIDUALS WITHDREW THE REFERENCED AMOUNTS TO COVER SUCH TAXES: ALEXANDRA LEVINE $ 12,982 DEBRA Fields $ 5,602 GREGORY Schetina $ 6,657 PAUL Conocenti $ 11,179 ROBERT Stone $ 24,525 WILLIAM Sargeant $ 25,663 BORIANA Farias $ 20,816 JONATHAN Reuter $ 24,377 David Horne $ 7,850 THESE AMOUNTS HAVE BEEN INCLUDED IN THE PARTICIPANT'S INCOME ON SCHEDULE J, PART II, COLUMN B(III). SCHEDULE J, PART I, LINE 7 THE MEDICAL CENTER'S EXECUTIVES AND SOME KEY EMPLOYEES ARE ELIGIBLE TO RECEIVE INCENTIVE COMPENSATION UNDER AN ANNUAL INCENTIVE PLAN (AIP) TIED TO TWO (2) 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 30%, WHILE THE INDIVIDUAL OBJECTIVES ARE WEIGHTED AT 70%. 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 MEDICAL CENTER 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 A 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 2016 CITY OF HOPE PAID THE INCENTIVE COMPENSATION EARNED FOR FISCAL YEAR 2016 AND THESE AMOUNTS HAVE BEEN REPORTED IN SCHEDULE J, PART II, COLUMN B(II). THE MEDICAL CENTER HAS AN EXECUTIVE LONG TERM INCENTIVE PLAN (LTI) THAT IS DESIGNED TO DRIVE A 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 2) RUNS FROM OCTOBER 1, 2013 THROUGH SEPTEMBER 30, 2016, WITH A NEW THREE YEAR PERFORMANCE PERIOD BEGINNING EACH OCTOBER 1 THEREAFTER (E.G., CYCLE 3 RUNS FROM OCTOBER 1, 2014 THROUGH SEPTEMBER 30, 2017). THE PARTICIPANTS MUST BE EMPLOYED BY THE CITY OF HOPE AT THE END OF THE PERFORMANCE PERIOD IN ORDER TO VEST IN THE PLAN. WHILE THE LTI DOES MEET THE REQUIREMENTS FOR A SUBSTANTIAL RISK OF FORFEITURE, AS OF THE CALENDAR YEAR ENDING DECEMBER 30, 2016, THE POTENTIAL FUTURE LTI AMOUNTS HAVE BEEN ESTIMATED AND ACCRUED DURING THE CURRENT TAX YEAR AND IS 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 IN THE PLAN WHO WERE EMPLOYED AS OF SEPTEMBER 30, 2016 RECEIVED PAYOUT OF PLAN CYCLE 2 LTI INCENTIVES (OCTOBER 1, 2013 THROUGH SEPTEMBER 30, 2016) IN DECEMBER 2016. THESE AMOUNTS HAVE BEEN REFLECTED IN SCHEDULE J PART II, COLUMN B(II). | ExplanationTxt |
Schedule K IRS990ScheduleK
Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp (3 entries)
| Bond ReferenceBondReferenceCd | Bond Issuer EINBondIssuerEIN | CUSIPCUSIPNum | Bond IssuedBondIssuedDt | Issue PriceIssuePriceAmt | PurposePurposeDesc | DefeasedDefeasedInd | On Behalf Of IssuerOnBehalfOfIssuerInd | Pool FinancingPoolFinancingInd |
|---|---|---|---|---|---|---|---|---|
| CALIF HLTH FACLTY FIN AUTH (SEE PART VI) | ||||||||
| A | 521643828 | 13033LN37 | 2012-11-14 | $140,805,678 | REFUNDING ISSUE/CAPITAL PROJECTS | false | false | false |
| CALIF HLTH FACLTY FIN AUTH (SEE PART VI) | ||||||||
| B | 521643828 | 13033LN37 | 2012-11-14 | $130,787,655 | REFUNDING ISSUE | false | false | false |
| CALIF HLTH FACLTY FIN AUTH (SEE PART VI) | ||||||||
| C | 521643828 | 2017-02-10 | $32,680,000 | REFUNDING ISSUE | false | false | false | |
Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp (3 entries)
| Bond ReferenceBondReferenceCd | RetiredRetiredAmt | Bond DefeasedBondDefeasedAmt | Total ProceedsTotalProceedsAmt | In Reserve FundInReserveFundAmt | Capitalized InterestCapitalizedInterestAmt | Refunding EscrowRefundingEscrowAmt | Issuance Costs From ProceedsIssuanceCostsFromProceedsAmt | Credit EnhancementCreditEnhancementAmt | Working Capital ExpendituresWorkingCapitalExpendituresAmt | Capital ExpendituresCapitalExpendituresAmt | Other Spent ProceedsOtherSpentProceedsAmt | UnspentUnspentAmt | Substantial CompletionSubstantialCompletionYr | Current RefundingCurrentRefundingInd | Advance RefundingAdvanceRefundingInd | Final Allocation MadeFinalAllocationMadeInd | Adequate Books And Rec MaintAdequateBooksAndRecMaintInd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| A | $32,500,000 | $0 | $140,811,319 | $0 | $1,026,220 | $0 | $1,565,251 | $0 | $0 | $90,708,393 | $47,511,455 | $0 | 2015 | Yes (true) | false | Yes (true) | Yes (true) |
| B | $0 | $0 | $130,787,655 | $0 | $0 | $0 | $1,425,066 | $0 | $0 | $0 | $129,362,589 | $0 | 2012 | Yes (true) | false | Yes (true) | Yes (true) |
| C | $0 | $0 | $32,680,000 | $0 | $0 | $0 | $180,000 | $0 | $0 | $0 | $32,500,000 | $0 | 2017 | Yes (true) | false | Yes (true) | Yes (true) |
Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp (3 entries)
| Bond ReferenceBondReferenceCd | Owning Bond Financed PropertyOwningBondFinancedPropertyInd | Any Lease ArrangementsAnyLeaseArrangementsInd | Mgmt Contract Bond Fincd PropMgmtContractBondFincdPropInd | Engage Bond Counsel ContractsEngageBondCounselContractsInd | Any Research AgreementsAnyResearchAgreementsInd | Engage Bond Counsel ResearchEngageBondCounselResearchInd | Private Bus Use By OthersPrivateBusUseByOthersPct | Total Private Business UseTotalPrivateBusinessUsePct | Bond Iss Meet Prvt Sec Pymt TestBondIssMeetPrvtSecPymtTestInd | Change In Use Bond Financed PropChangeInUseBondFinancedPropInd | Remedial Action TakenRemedialActionTakenInd | Procs Nonqualified Bond RemdtdProcsNonqualifiedBondRemdtdInd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| A | false | Yes (true) | Yes (true) | Yes (true) | Yes (true) | Yes (true) | 0.00800 | 0.00800 | false | false | false | Yes (true) |
| B | 0 | |||||||||||
| C | false | Yes (true) | Yes (true) | Yes (true) | Yes (true) | Yes (true) | 0.01800 | 0.01800 | false | false | false | Yes (true) |
Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp (3 entries)
| Bond ReferenceBondReferenceCd | Form8038 T FiledForm8038TFiledInd | Rebate Not Due YetRebateNotDueYetInd | Exception To RebateExceptionToRebateInd | No Rebate DueNoRebateDueInd | Variable Rate IssueVariableRateIssueInd | Hedge Identified In Bks And RecHedgeIdentifiedInBksAndRecInd | Term Of HedgeTermOfHedgePct | Superintegrated HedgeSuperintegratedHedgeInd | Hedge TerminatedHedgeTerminatedInd | Gross Proceeds Invested In GICGrossProceedsInvestedInGICInd | Business Name Line1GICProviderName/BusinessNameLine1Txt | Gross Proceeds InvestedGrossProceedsInvestedInd | Written Proc To Monitor ReqsWrittenProcToMonitorReqsInd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| WELLS FARGO | |||||||||||||
| A | false | false | false | Yes (true) | Yes (true) | Yes (true) | 30. | false | false | false | 0 | false | Yes (true) |
| WELLS FARGO | |||||||||||||
| B | false | false | Yes (true) | false | Yes (true) | Yes (true) | 30. | false | false | false | 0 | false | Yes (true) |
| 0 | |||||||||||||
| C | false | false | Yes (true) | false | Yes (true) | false | false | 0 | false | Yes (true) | |||
Procedures Corrective Action ProceduresCorrectiveActionGrp (3 entries)
| Bond ReferenceBondReferenceCd | Procedures Corrective ActionProceduresCorrectiveActionInd |
|---|---|
| A | Yes (true) |
| B | Yes (true) |
| C | Yes (true) |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE K, PART I, LINES A AND B, COLUMN (E) | FormAndLineReferenceDesc |
| Explanation | AN ELECTION WAS MADE UNDER REGULATION 1.150-1(C)(3) TO TREAT THE BOND ISSUE AS TWO SEPARATE ISSUES AND WAS REPORTED ON TWO SEPARATE FORMS 8038. ONE WAS FOR REFUNDING THE CITY OF HOPE NATIONAL MEDICAL CENTER'S CITY OF DUARTE CERTIFICATES OF PARTICIPATION SERIES 1999A (SHOWN ON SCHEDULE K, PART I, LINE B) AND THE OTHER WAS FOR REFUNDING (1) THE CITY OF HOPE NATIONAL MEDICAL CENTER'S PROJECT SERIES 2006A,B,C AND (2) THE BECKMAN RESEARCH INSTITUTE OF THE CITY OF HOPE'S 2007 CALIFORNIA ENTERPRISE DEVELOPMENT AUTHORITY ISSUE. THIS SECOND FORM 8038 REPORTED AN ISSUE PRICE OF $198,734,018. FOR PURPOSES OF THE SCHEDULE K REPORTING, THE CITY OF HOPE NATIONAL MEDICAL CENTER IS REPORTING AN ALLOCABLE AMOUNT OF THE ISSUE PRICE AND EXPENDITURES. THE CITY OF HOPE NATIONAL MEDICAL CENTER IS REPORTING AN ALLOCABLE ISSUE PRICE OF $140,805,678 AND THE BECKMAN RESEARCH INSTITUTE IS REPORTING $57,928,340. THE DIFFERENCE BETWEEN THE ISSUE PRICE OF $140,805,678 AND THE TOTAL PROCEEDS OF THE ISSUE OF $140,811,319 IS DUE TO INVESTMENT INCOME. Schedule K, Part I, Line C, Column (e) The 02/10/2017 issue was originally reported on a single Form 8038 with an issue price of $65,360,000. For purposes of the Schedule K reporting, the City of Hope National Medical Center is reporting an allocable amount of the issue price and expenditures. The City of Hope National Medical Center is reporting an allocable issue price of $32,680,000 while the Beckman Institute is reporting the remainder on its Form 990 Schedule K. SCHEDULE K, PART I, LINES A AND B COLUMN (F) THE 2012 ISSUE REFUNDED THE FOLLOWING CITY OF HOPE NATIONAL MEDICAL CENTER TAX EXEMPT ISSUES: (A) PRIVATE PLACEMENT ISSUED ON MAY 26, 2006 THROUGH ABAG FINANCE AUTHORITY FOR NON-PROFIT CORPORATIONS. (B) 1999A CERTIFICATES OF PARTICIPATION ISSUED ON APRIL 8, 1999 THROUGH THE CITY OF DUARTE. SCHEDULE K, PART I, LINE C COLUMN (F) THE 2017 ISSUE REFUNDED $32,500,000 OF SERIES 2012B ISSUE. SCHEDULE K, PART III, COLUMN B COLUMN LEFT BLANK AS 2012 ISSUE REFUNDED A PRE 2003 BOND ISSUE AND THERE WERE NO NEW PROCEEDS ISSUED. SCHEDULE K, PART IV CITY OF HOPE COMPLETED THE REBATE COMPUTATION FOR THE 2012 ISSUE IN THE AMOUNT OF $140,805,678 ON SEPTEMBER 3, 2015 WITH NO REBATE LIABILITY DUE. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (13 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART III, LINE 1 | ORGANIZATION'S MISSION - CONTINUATION CITY OF HOPE NATIONAL MEDICAL CENTER IS PART OF AN INTEGRATED SYSTEM KNOWN AS CITY OF HOPE THAT COLLECTIVELY REFERS TO CITY OF HOPE, CITY OF HOPE AUXILIARIES, CITY OF HOPE NATIONAL MEDICAL CENTER, CITY OF HOPE MEDICAL FOUNDATION, THE TRANSLATIONAL GENOMICS RESEARCH INSTITUTE, AND THE BECKMAN RESEARCH INSTITUTE OF THE CITY OF HOPE, WHICH IS AN INNOVATIVE BIOMEDICAL RESEARCH, TREATMENT AND EDUCATION INSTITUTION COMMITTED TO TRANSFORMING THE FUTURE OF HEALTH BY TURNING SCIENCE INTO PRACTICAL BENEFIT AND HOPE INTO REALITY. WE ACCOMPLISH THIS THROUGH COMPASSIONATE PATIENT CARE, INNOVATIVE RESEARCH, AND MEDICAL AND SCIENTIFIC EDUCATION FOCUSED ON ELIMINATING CANCER AND DIABETES. CITY OF HOPE IS GUIDED BY A COMPASSIONATE, PATIENT-CENTERED PHILOSOPHY THAT IS DEDICATED TO THE PREVENTION AND CURE OF CANCER AND OTHER LIFE-THREATENING DISEASES. |
| FORM 990 PART III, LINE 4A | EXEMPT PURPOSE ACHIEVEMENTS - CONTINUATION SINCE 1976, MORE THAN 13,500 HEMATOPOIETIC (BLOOD) CELL TRANSPLANTATION PROCEDURES HAVE BEEN PERFORMED AT THE MEDICAL CENTER TO FIGHT LEUKEMIA, LYMPHOMA, MYELOMA AND OTHER CANCERS. TODAY, THE MEDICAL CENTER'S CLINICIANS ARE FURTHERING DEVELOPMENT OF STEM CELL TRANSPLANTATION TO TREAT AUTOIMMUNE DISEASES. AS A PIONEER IN ROBOTIC SURGERY FOR RECTAL CANCER, AND AN EMERGING LEADER IN ROBOTIC SURGERY FOR HEAD AND NECK CANCERS, THE MEDICAL CENTER IS A NATIONALLY RECOGNIZED LEADER IN THE FIELD OF MINIMALLY INVASIVE SURGERY. PHYSICIANS AT THE MEDICAL CENTER HAVE ALSO BROKEN NEW GROUND IN EMPLOYING TARGETED RADIATION, WHICH ARE TREATMENT TECHNIQUES THAT DELIVER DOSES DIRECTLY TO DISEASED TISSUE, MAXIMIZING CANCER-KILLING TREATMENTS WHILE POTENTIALLY MINIMIZING DAMAGE TO PATIENTS' HEALTHY TISSUE. THE SHERI & LES BILLER PATIENT AND FAMILY RESOURCE CENTER SERVES AS THE INFORMATION HUB ABOUT OUR COMPREHENSIVE ASSISTANCE FOR PATIENTS AND FAMILIES, OFFERING PATIENT EDUCATION, SUPPORT GROUPS, SOCIAL WORK RESOURCES, MIND-BODY THERAPIES AND PATIENT NAVIGATORS TO ASSIST PEOPLE THROUGH DIAGNOSIS, TREATMENT AND RECOVERY. ITS HEALTHCARE PROFESSIONALS, INCLUDING PSYCHOLOGISTS, PSYCHIATRISTS AND PALLIATIVE CARE PHYSICIANS, PARTNER WITH PATIENTS AND FAMILIES TO ALLEVIATE PAIN AND DISTRESS RELATED TO DISEASE AND TREATMENT. THE MEDICAL CENTER PROVIDES FOR SERVICES THROUGH CHARITY CARE ASSISTANCE FOR PATIENTS MEETING CERTAIN FINANCIAL ELIGIBILITY AND CLINICAL CRITERIA AND TO PERSONS WITHOUT INSURANCE OR WHO ARE UNDER-INSURED. THE MEDICAL CENTER ALSO SUBSIDIZES CARE FOR PATIENTS COVERED BY THE MEDI-CAL AND MEDICARE PROGRAMS. FORM 990, PART III, LINE 4B - CONTINUATION LAST YEAR, THE MEDICAL CENTER CONDUCTED MORE THAN 500 CLINICAL TRIALS AND ENROLLED MORE THAN 6,200 PATIENTS IN THESE TRIALS. MANY OF THESE TRIALS PROVIDE PATIENTS WITH ACCESS TO THE NEWEST TREATMENT APPROACHES, WHICH HELPS DEVELOP THE STANDARD TREATMENTS OF TOMORROW. FOR INSTANCE, THE MEDICAL CENTER WAS THE FIRST INSTITUTION IN THE WORLD TO PERFORM A CLINICAL STUDY USING NEURAL STEM CELLS TO TARGET GLIOMA, A DEADLY FORM OF BRAIN CANCER. THE MEDICAL CENTER HAS BEEN DESIGNATED A NATIONAL CENTER FOR ISLET CELL TRANSPLANTATION - AN EMERGING TREATMENT THAT HAS THE POTENTIAL TO REVERSE TYPE 1 DIABETES. THE MEDICAL CENTER IS ALSO MAKING MAJOR CONTRIBUTIONS TO THE STUDY OF HIV/AIDS THROUGH RESEARCH INTO HOW TO STOP THE VIRUS' INFECTION OF CELLS. THE MEDICAL CENTER PROVIDES INSTITUTIONALLY SUPPORTED RESEARCH GRANTS TO DEVELOP NOVEL IDEAS THAT HAVE NOT YET REACHED A MATURITY LEVEL NECESSARY TO SECURE EXTRAMURAL FUNDING. MEDICAL CENTER FACULTY AND STAFF SERVE AS CONTRIBUTORY MEMBERS FOR NATIONAL POLICY AND REGULATORY ORGANIZATIONS AND ADVISORY COMMITTEES. THEY ALSO PROVIDE THEIR EXPERTISE TO REVIEW GRANT APPLICATIONS FOR STATE AND FEDERAL AGENCIES AND SERVE AS MEMBERS OF EDITORIAL BOARDS FOR PROFESSIONAL PUBLICATIONS. THE MEDICAL CENTER'S DEPARTMENT OF POPULATION SCIENCES ALSO REACHES OUT AND SEEKS TO REDUCE THE BURDEN OF CANCER ACROSS ALL POPULATIONS THROUGH COLLABORATIVE PROGRAMS IN CARE, RESEARCH AND EDUCATION. SEEKING TO UNDERSTAND THE CAUSES AND RISKS OF CANCER AND DISPARITIES IN CANCER OUTCOMES IN VARIOUS POPULATIONS, POPULATION SCIENCE PERSONNEL EXAMINE AND INVESTIGATE GENETIC MARKERS LINKED TO CANCER RISK, SEEKING TO IMPROVE THE QUALITY OF LIFE FOR CANCER SURVIVORS. THROUGH THE CENTER FOR CANCER SURVIVORSHIP, SPECIALIZED, LONG-TERM FOLLOW-UP CARE IS PROVIDED FOR CANCER SURVIVORS, AND ITS CRITICAL RESEARCH IS SHARED WITH OTHER INSTITUTIONS. FORM 990, PART III, LINE 4C - CONTINUATION EDUCATION AND PROFESSIONAL DEVELOPMENT ARE IMPORTANT PROGRAMS AT THE MEDICAL CENTER. THROUGH ROBUST RESIDENCY AND FELLOWSHIP PROGRAMS, THE MEDICAL CENTER PROVIDES CONSIDERABLE TRAINING AND CONTINUING EDUCATION FOR PHYSICIANS, NURSES AND HEALTH PROFESSIONALS EMPLOYED BY THE MEDICAL CENTER. IN MANY INSTANCES THESE SAME PROGRAMS AND TRAINING ARE EXTENDED TO MEDICAL PROFESSIONALS NOT DIRECTLY AFFILIATED WITH THE MEDICAL CENTER. |
| FORM 990, PART VI, SECTION A, LINE 6 AND 7A | THE SOLE CORPORATE MEMBER, CITY OF HOPE (95-3435919), ELECTS THE BOARD OF DIRECTORS TO THE MEDICAL CENTER. FORM 990, PART VI, SECTION A, LINE 7B AS SPECIFIED IN THE GOVERNING DOCUMENTS OF THE MEDICAL CENTER, CERTAIN ACTIONS MAY NOT BE UNDERTAKEN WITHOUT THE PRIOR WRITTEN APPROVAL OF THE SOLE CORPORATE MEMBER, CITY OF HOPE. THESE INCLUDE: BORROW MONEY IN THE NAME OF THE MEDICAL CENTER OR UTILIZING PROPERTY OWNED BY THE MEDICAL CENTER AS SECURITY FOR SUCH LOANS; ASSIGN, TRANSFER, PLEDGE, COMPROMISE OR RELEASE ANY OF THE CLAIMS OR DEBTS TO THE MEDICAL CENTER EXCEPT ON PAYMENT IN FULL, OR ARBITRATE OR CONSENT TO THE ARBITRATION OF ANY DISPUTE OR CONTROVERSY OF THE MEDICAL CENTER; MAKE, EXECUTE OR DELIVER ANY ASSIGNMENT FOR THE BENEFIT OF CREDITORS, OR ANY BOND, CONFESSION OF JUDGMENT, CHATTEL MORTGAGE, SECURITY AGREEMENT, DEED, GUARANTY, INDEMNITY BOND, SURETY BOND, OR CONTRACT TO SELL OR BILL OF SALE OF THE PROPERTY OF THE MEDICAL CENTER; ACQUIRE, PURCHASE, DEVELOP, IMPROVE, SELL, LEASE, OR MORTGAGE ANY CORPORATE REAL ESTATE OR ANY INTEREST THEREIN OR ENTER INTO ANY CONTRACT FOR ANY SUCH PURPOSES; OR MAKE ANY LOAN, INVESTMENT, TRANSFER OR DISPOSITION OF ANY ASSETS OF THE MEDICAL CENTER OR ENTER INTO ANY CONTRACT OR INCUR ANY LIABILITIES ON BEHALF OF THE MEDICAL CENTER OTHER THAN FOR FAIR CONSIDERATION AND IN THE ORDINARY COURSE OF BUSINESS RELATING TO ITS NORMAL DAILY OPERATION; ESTABLISH CAPITAL AND OPERATING BUDGETS OR ADOPT MATERIAL CHANGES THERE. THE FOLLOWING REQUIRE GOVERNING BODY APPROVAL (AS WELL AS THE APPROVAL OF THE SOLE CORPORATE MEMBER): THE ADOPTION OF, OR MATERIAL CHANGE IN, THE MISSION OF THE MEDICAL CENTER; SALE OR DISPOSITION OF ALL OR SUBSTANTIALLY ALL ASSETS; MERGER AND ITS PRINCIPAL TERMS (AND ANY AMENDMENT TO THOSE TERMS); DISSOLUTION OF THE CORPORATION; ADOPTION OF OPERATING AND CAPITAL BUDGETS; ACQUISITIONS AND CAPITAL EXPENDITURES MEETING A CERTAIN FINANCIAL THRESHOLD; BORROWINGS, GUARANTIES, LOANS, AND BOND ISSUANCE MEETING A CERTAIN FINANCIAL THRESHOLD; CREATION OF A NEW (OR ACQUISITION OF A CONTROLLING INTEREST IN AN EXISTING) CORPORATION, PARTNERSHIP OR LIMITED LIABILITY COMPANY; ADOPTION OF OR AMENDMENTS TO INDIVIDUAL CORPORATE INVESTMENT GUIDELINES. |
| FORM 990, PART VI, SECTION B, LINE 11B | A COPY OF THE FORM 990 IS REVIEWED BY THE AUDIT & COMPLIANCE COMMITTEE OF THE BOARD OF DIRECTORS OF CITY OF HOPE, WHICH ALSO SERVES AS THE AUDIT COMMITTEE OF THE MEDICAL CENTER AND ASSISTS THE MEDICAL CENTER'S BOARD IN FULFILLING ITS RESPONSIBILITIES REGARDING THE FINANCIAL, ACCOUNTING, AND CORPORATE COMPLIANCE MATTERS OF THE MEDICAL CENTER. ADDITIONALLY, THE PREPARATION OF THE FORM 990 IS DONE INTERNALLY AND IS REVIEWED WITH INTERNAL LEADERSHIP, EXTERNAL PARTICIPANTS, INCLUDING EY, AND RETAINED TAX COUNSEL. PRIOR TO FILING, THE MEDICAL CENTER FORM 990 IS MADE AVAILABLE FOR REVIEW ELECTRONICALLY TO VOTING MEMBERS OF THE CITY OF HOPE BOARD. 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 AND CHIEF COMPLIANCE OFFICER AND, AS APPLICABLE, THE CHAIR OF THE BOARD OF DIRECTORS OR THE CONFLICT OF INTEREST AND COMMITMENT COMMITTEE, BASED UPON THE CLASSIFICATION OF PERSON MAKING THE DISCLOSURE. RESTRICTIONS IMPOSED ON PERSONS TO MANAGE A CONFLICT VARY, BASED UPON THE FACTS AND MAY INCLUDE: PROHIBITION FROM PARTICIPATING IN A GOVERNING BODY'S DELIBERATIONS AND VOTING ON A GIVEN TRANSACTION OR SET OF TRANSACTIONS; RECUSAL FROM THE DECISION-MAKING PROCESS RELATING TO BUSINESS TRANSACTIONS (E.G., PURCHASING DECISIONS); PROHIBITION FROM PARTICIPATING AS A PRINCIPAL INVESTIGATOR IN RESEARCH; AND DISCLOSURE OF FINANCIAL INTEREST IN RESEARCH STUDY INFORMED CONSENT FORMS AND PUBLICATIONS. MONITORING TRANSACTIONS FOR CONFLICT 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. SCHEDULE O, FORM 990, PART VI, SECTION B, LINE 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 THE BOARD OF DIRECTORS, IS RESPONSIBLE FOR SETTING THE COMPENSATION OF THE PRESIDENT AND CEO AND CERTAIN OTHER SENIOR EXECUTIVES. THE COMMITTEE ALSO SERVES AS THE EXECUTIVE COMPENSATION AND GOVERNANCE COMMITTEE OF THE MEDICAL CENTER. THE DIRECTORS ON THIS COMMITTEE ARE INDEPENDENT AND ADHERE TO A STRICT CONFLICT OF INTEREST POLICY. DELIBERATION AND DECISION MAKING ARE SUBSTANTIATED IN THE MINUTES OF THE COMMITTEE'S MEETINGS. THE MINUTES ARE REVIEWED AND APPROVED AT THE NEXT MEETING OF THE COMMITTEE. AS PART OF THE DELIBERATION PROCESS, THE COMMITTEE RECEIVES ADVICE FROM AN INDEPENDENT, THIRD-PARTY COMPENSATION CONSULTANT WITH RESPECT TO EXECUTIVE COMPENSATION, 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 ANNUAL INCENTIVE PLAN (AIP) AND LONG TERM INCENTIVE PLAN (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 18, 2017. THE COMPENSATION PROGRAMS AND RANGES FOR ALL OFFICERS AND KEY EMPLOYEES LISTED ON FROM 990, PART VII AT THE SVP OR EQUIVALENT LEVEL AND ABOVE ARE REVIEWED BY THIS COMMITTEE. FORM 990, PART VI, SECTION C, LINE 19 THE MEDICAL CENTER'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 THE CITY OF HOPE WEBSITE, AND ITS CONFLICT OF INTEREST POLICIES ARE AVAILABLE BY WRITTEN REQUEST MADE TO THE CONFLICT OF INTEREST MANAGER. THE MEDICAL CENTER'S BYLAWS ARE NOT MADE AVAILABLE TO THE PUBLIC. |
| FORM 990, PART VII, COLUMN (B) | FULL TIME EXEMPT EMPLOYEES GENERALLY WORK IN EXCESS OF 40 HOURS PER WEEK, WHICH HAS BEEN REFLECTED IN PART VII BY AN ESTIMATE OF 60 HOURS PER WEEK. THE MEMBERS OF THE BOARD OF DIRECTORS ARE NOT COMPENSATED FOR SERVING ON THE BOARD. THE HOURS WORKED FOR EACH DIRECTOR IS AN ESTIMATE OF THE TIME SPENT PREPARING FOR AND ATTENDING MEETINGS OF THE BOARD OF DIRECTORS AND VARIOUS COMMITTEES OF THE BOARD OF DIRECTORS. THE BOARD OF DIRECTORS HELD FOUR REGULARLY SCHEDULED MEETINGS DURING FISCAL YEAR 2017. MOST OF THE CITY OF HOPE 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 IS 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 XI, LINE 9 | OTHER CHANGES IN NET ASSETS ARE DETAILED AS FOLLOWS: CHANGE IN FAIR VALUE OF INTEREST RATE SWAP $ 3,341,921 |
| FORM 990 PART IX LINE 11G | DESCRIPTION:CONSULTING & MGMT FEES TOTAL FEES:98745258 |
| FORM 990 PART IX LINE 11G | DESCRIPTION:PURCHASED SERVICES TOTAL FEES:75552347 |
| FORM 990 PART IX LINE 11G | DESCRIPTION:REGISTRY & STAFFING FEES TOTAL FEES:22019063 |
| FORM 990 PART IX LINE 11G | DESCRIPTION:OTHER CONTRACTED SERVICES TOTAL FEES:4329338 |
| FORM 990 PART IX LINE 11G | DESCRIPTION:RECRUITMENT TOTAL FEES:613440 |
| FORM 990 PART IX LINE 11G | DESCRIPTION:PROFESSIONAL FEES TOTAL FEES:382068 |
| FORM 990 PART IX LINE 11G | DESCRIPTION:COLLECTION AGENCY FEES TOTAL FEES:8773 |
Schedule R IRS990ScheduleR
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 | ||||||||||
| 1500 EAST DUARTE ROAD | DUARTE | CA | 91010 | 953435919 | FUNDRAISING | CA | 501(c)(3) | 7 | NA | false |
| 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 E DUARTE ROAD | DUARTE | CA | 91010 | 274803222 | HEALTHCARE | CA | 501(c)(3) | 3 | City of Hope | Yes (true) |
| THE TRANSLATIONAL GENOMICS 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 | CITY OF HOPE | Yes (true) |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | false | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | false | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | Yes (true) | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | false | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | false | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | false | DivRelatedOrganizationInd |
| Asset Sale To Other Org | false | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | false | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | false | AssetExchangeInd |
| Rental Of Facilities To Oth Org | false | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | false | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | 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 (11 entries)
| Transaction TypeTransactionTypeTxt | InvolvedInvolvedAmt | Method Of Amount DeterminationMethodOfAmountDeterminationTxt |
|---|---|---|
| BECKMAN RESEARCH INSTITUTE OF CITY OF HOPE | ||
| L | $37,511,856 | FMV |
| BECKMAN RESEARCH INSTITUTE OF CITY OF HOPE | ||
| M | $1,730,975 | FMV |
| BECKMAN RESEARCH INSTITUTE OF CITY OF HOPE | ||
| O | $27,523,556 | FMV |
| BECKMAN RESEARCH INSTITUTE OF CITY OF HOPE | ||
| P | $10,463,297 | FMV |
| BECKMAN RESEARCH INSTITUTE OF CITY OF HOPE | ||
| Q | $32,439,732 | FMV |
| CITY OF HOPE MEDICAL FOUNDATION | ||
| L | $4,111,465 | FMV |
| CITY OF HOPE MEDICAL FOUNDATION | ||
| M | $67,944,735 | FMV |
| CITY OF HOPE MEDICAL FOUNDATION | ||
| O | $8,165,128 | FMV |
| CITY OF HOPE MEDICAL FOUNDATION | ||
| P | $5,176,633 | FMV |
| CITY OF HOPE MEDICAL FOUNDATION | ||
| Q | $4,077,766 | FMV |
| THE TRANSLATIONAL GENOMICS RESEARCH INSTITUTE | ||
| O | $126,822 | FMV |