2012-08-14T18:45:35-05:00 2011-09-30 ERNST & YOUNG US LLP 18111 VON KARMAN AVENUE SUITE 1000 IRVINE CA 92612 990 2010-10-01 953435919 City of Hope CITY 6269305445 1055 Wilshire Blvd Los Angeles CA 90017 MICHAEL A FRIEDMAN 2012-07-23 9497942300 2010 2016-02-24 21:20:13Z Michael A Friedman MD 1500 East Duarte Road Duarte CA 91010 625907442 false 4037 X www.cityofhope.org X 1980 CA City of Hope raises money to support research and clinical care in a way that allows innovative exchange of knowledge and ideas, helping speed the time from initial ideas to new treatments. See Sch. O 18 17 206 10000 82650 8420 100269378 81778221 0 0 8629632 13807031 202241715 198243085 311140725 293828337 184701830 173639327 0 0 20113521 21000495 1841408 2156373 18510319 11763723 14066815 218420482 210863010 92720243 82965327 507482948 513752855 30432517 25717909 477050431 488034946 X SEE SCHEDULE O false false 173639327 173639327 0 Support of medical research and patient care activities for its subsidiary organizations - City of Hope National Medical Center and the Beckman Research Institute of the City of Hope. 2978014 0 0 A variety of social services including community outreach, advocacy and health education; health, prevention, treatment and survivorship information for patients and families; public information and education in cancer, diabetes and HIV/AIDS awareness and education; charity care, biomedical research and various medical education activities conducted at the Medical Center and Beckman Research Institute. 176617341 true true false true false false false false 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RESTRICTED RESTRICTED RESTRICTED RESTRICTED X 0 0 0 547607 0 547607 210863010 1082841172 210863010 1083388779 1000000 1000000 250000 250000 0 0 0 0 false 1000000 1000000 1000000 1000000 4000000 6000000 420753 546691 543709 547607 2058760 250000 250000 250000 250000 1000000 1500000 0 0 0 0 0 LOBBYING ADDITIONAL DISCLOSURE SCHEDULE C, PART II-A ALTHOUGH THIS QUESTION WAS ANSWERED YES, CITY OF HOPE HAS NOT MADE THE 501(H) ELECTION AND DOES NOT HAVE ANY DIRECT LOBBYING EXPENDITURES IN FISCAL YEAR 2011. CITY OF HOPE BELONGS TO AN AFFILIATED GROUP, WHERE THE CITY OF HOPE NATIONAL MEDICAL CENTER (MEDICAL CENTER) APPLIED FOR A SECTION 501(H) ELECTION ON FORM 5768 IN THE YEAR ENDED SEPTEMBER 30, 1995. THIS ELECTION HAS NOT BEEN REVOKED SUBSEQUENT TO THIS APPLICATION. THE FOLLOWING ARE THE OTHER MEMBERS OF THE AFFILIATED GROUP: BECKMAN RESEARCH INSTITUTE OF THE CITY OF HOPE (BECKMAN RESEARCH INSTITUTE) (HAS NOT MADE A 501(H) ELECTION) 1450 EAST DUARTE ROAD, DUARTE, CA 91010 EIN = 95-3432210 GRASSROOTS LOBBYING AMOUNT = NONE TOTAL LOBBYING EXPENDITURES = NONE OTHER EXEMPT PURPOSE EXPENDITURES = $239,700,349 TOTAL EXEMPT PURPOSE EXPENDITURES = $239,700,349 LOBBYING NONTAXABLE AMOUNT = NONE GRASSROOTS NONTAXABLE AMOUNT = NONE TOTAL GRASSROOTS LESS NONTAXABLE AMOUNT = NONE TOTAL EXPENDITURES LESS NONTAXABLE AMOUNT = NONE SHARE OF EXCESS LOBBYING EXPENDITURES = NONE MEDICAL CENTER (HAS MADE THE 501(H) ELECTION) 1500 EAST DUARTE ROAD, DUARTE, CA 91010 EIN = 95-1683875 GRASSROOTS LOBBYING AMOUNT = NONE TOTAL LOBBYING EXPENDITURES = $547,607 OTHER EXEMPT PURPOSE EXPENDITURES = $595,151,810 TOTAL EXEMPT PURPOSE EXPENDITURES = $595,699,417 LOBBYING NONTAXABLE AMOUNT = NONE GRASSROOTS NONTAXABLE AMOUNT = NONE TOTAL GRASSROOTS LESS NONTAXABLE AMOUNT = NONE TOTAL EXPENDITURES LESS NONTAXABLE AMOUNT = NONE SHARE OF EXCESS LOBBYING EXPENDITURES = NONE CITY OF HOPE MEDICAL FOUNDATION (MEDICAL FOUNDATION) (HAS NOT MADE THE 501(H) ELECTION) 1500 EAST DUARTE ROAD, DUARTE, CA 91010 EIN = 27-4803222 GRASSROOTS LOBBYING AMOUNT = NONE TOTAL LOBBYING EXPENDITURES = NONE OTHER EXEMPT PURPOSE EXPENDITURES = $37,126,003 TOTAL EXEMPT PURPOSE EXPENDITURES = $37,126,003 LOBBYING NONTAXABLE AMOUNT = NONE GRASSROOTS NONTAXABLE AMOUNT = NONE TOTAL GRASSROOTS LESS NONTAXABLE AMOUNT = NONE TOTAL EXPENDITURES LESS NONTAXABLE AMOUNT = NONE SHARE OF EXCESS LOBBYING EXPENDITURES = NONE 131237432 17867478 -10940266 2337696 173153 135653795 103205855 19844392 11665104 3372395 105524 131237432 76759130 18446111 10144727 2144113 103205855 0.23000 0.77000 0.00000 false false 2068692 1899462 3968154 805824 181850 623974 2067282 1613734 453548 14300569 8498803 5801766 574369 574369 11421811 ALTERNATIVE INVESTMENTS 71442774 F 71442774 ADVANCES TO AFFILIATES 12366337 RECEIVABLE-SPLIT INT. AGREEMTS 12766487 OTHER ASSETS 577540 25710364 0 ANNUITANT OBLIGATIONS 18338746 DUE TO AFFILIATES 2271903 OTHER LIABILITIES 654565 21265214 ENDOWMENT FUNDS SCHEDULE D, PART V, LINE 4 CITY OF HOPE'S ENDOWMENT FUNDS ARE AVAILABLE TO FUND FUTURE RESEARCH, CAPITAL AND EXPANSION NEEDS AS DETERMINED BY MANAGEMENT AND THE BOARD OF DIRECTORS. FASB ASC 740 DISCLOSURE SCHEDULE D, PART X, LINE 2 THE FOLLOWING PARAGRAPH IS FROM THE CONSOLIDATED CITY OF HOPE AND AFFILIATES (CITY OF HOPE, CITY OF HOPE AUXILIARIES (AUXILIARIES), GENBASIX, INC., THE MEDICAL CENTER, ONCOLOGY MANAGEMENT SERVICES, INC., THE MEDICAL FOUNDATION AND THE BECKMAN RESEARCH INSTITUTE) AUDITED FINANCIAL STATEMENTS, WHICH INCLUDES CITY OF HOPE: FINANCIAL ACCOUNTING STANDARDS BOARD, ACCOUNTING STANDARD CODIFICATION (FASB 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. FASB ASC 740 ALSO PROVIDES GUIDANCE ON DERECOGNITION, MEASUREMENT, CLASSIFICATION, INTEREST AND PENALTIES, DISCLOSURE AND TRANSITION. THE GUIDANCE CONTAINED IN FASB ASC 740 IS APPLICABLE TO PASS-THROUGH ENTITIES AND TAX-EXEMPT ORGANIZATIONS. CITY OF HOPE AND AFFILIATES HAS NO SIGNIFICANT UNCERTAIN TAX POSITION OR TAX LIABILITY FOR TAX BENEFITS, INTEREST OR PENALTIES ACCRUED AT SEPTEMBER 30, 2011 AND 2010. Central America and the Caribbean 0 0 Investments 88471330 East Asia and the Pacific 0 0 Fundraising 0 Europe (Including Iceland and Greenland) 0 0 Fundraising 0 Middle East and North Africa 0 0 Fundraising 0 North America 0 0 Fundraising 0 0 0 0 0 88471330 88471330 true false true true true false FOREIGN ACTIVITIES SCHEDULE F, PART I, LINE 3 INVESTMENT ACTIVITIES OF CITY OF HOPE INCLUDE INVESTMENTS IN MULTIPLE VEHICLES THAT PROVIDE INVESTMENT INCOME AND RETURNS TO THE INSTITUTION TO FURTHER ITS MISSION AND PROGRAMS. AS A RESULT, THERE ARE INVESTMENTS HELD IN OFFSHORE HEDGE FUNDS, MAINLY REGISTERED AS CAYMAN EXEMPTED CORPORATIONS. THESE INVESTMENTS REPRESENT APPROXIMATELY 20% OF CITY OF HOPE'S OVERALL INVESTMENT PORTFOLIO AND HELP MITIGATE PORTFOLIO RISK. CITY OF HOPE HAS HOLDINGS OF ALTERNATIVE INVESTMENTS THAT INcLUDE EQUITY CO-MINGLED FUNDS WHICH ARE INVESTMENT FUND VEHICLES THAT INVEST PRIMARILY IN MARKETABLE EQUITY SECURITIES AND CAN BE LIQUIDATED MONTHLY SUBJECT TO NOTICE REQUIREMENTS; THIS INCLUDES HEDGE FUNDS. ADDITIONALLY, ALTERNATIVE INVESTMENTS INCLUDE LIMITED PARTNERSHIP FUNDS INVESTED IN REAL ESTATE AND NATURAL RESOURCES, PRIVATE EQUITY FUNDS, AND OFFSHORE FUNDS. CITY OF HOPE DOES NOT HAVE ANY PHYSICAL PRESENCE OR EMPLOYEES OUTSIDE OF THE UNITED STATES. CITY OF HOPE'S REPUTATION AS A WORLD CLASS RESEARCH AND TREATMENT FACILITY IS INTERNATIONALLY RECOGNIZED. AS A RESULT OF THIS RECOGNITION, CITY OF HOPE RECEIVES DONATIONS AND GRANTS FROM PERSONS AND COPORATIONS OUTSIDE OF THE UNITED STATES. X X X X X X true Black Mountain Inc 34522 N Scottsdale Road 428 Scottsdale AZ 852661224 Direct Mail Analysis false 220000 30000 190000 Merkle Inc 7001 Columbia Gateway Drive Columbia MD 21046 Direct Mail Analysis false 4104138 1795787 2308351 Chapman Cubine et al 1600 Wilson Blvd Suite 300 Arlington VA 22209 Email/mail Solicits false 1231989 260291 971698 Donor Services Group 6715 Sunset Boulevard Los Angeles CA 90028 Phone Solicits false 29107 15435 13672 5585234 2101513 3483721 All States Tim Nesvig 1060155 970940 89215 227161 Concert 4 Hope 522088 521588 500 27737 46 1788329 1439953 348376 114894 18100 3953 3370572 2932481 438091 369792 18100 3953 391845 46246 169930 true 1.00000 169930 169930 AZ CA FL IL PA WA false See Schedule O. false true false 1.00000 GARY CONNER 1500 EAST DUARTE ROAD DUARTE CA 91010 false Alan Levey Senior VP of Developmen 0 Fundraising and External Affairs X true 146853 GAMING MANAGEMENT INFORMATIN SCHEDULE G, LINE 16 ALAN LEVEY IS AN EMPLOYEE OF CITY OF HOPE, AND OVERSEES THE GAMING ACTIVITIES OF THE ORGANIZATION. SCHEDULE G, PART III, LINE 9B STATE LICENSING SOME AUXILIARIES ARE NOT REQUIRED TO BE REGISTERED UNDER STATE LAW, THEREFORE LINE 9A HAS BEEN ANSWERED NO, PER FORM 990 INSTRUCTIONS. true City of Hope National Medical Center 1500 E Duarte Road Duarte CA 91010 951683875 501(C)(3) 16743541 SUPPORT-SEE PT IV Beckman Research Institute of the City of Hope 1450 E Duarte Road Duarte CA 91010 953432210 501(C)(3) 156895786 SUPPORT-SEE PT IV 2 0 GRANT ASSISTANCE SCHEDULE I, PART I, LINE 2 CITY OF HOPE EXISTS TO SUPPORT ITS OPERATING SUBSIDIARY ORGANIZATIONS, THE MEDICAL CENTER, THE MEDICAL FOUNDATION, AND THE BECKMAN RESEARCH INSTITUTE. THROUGH FUNDRAISING AND OTHER REVENUE SOURCES CITY OF HOPE TRANSFERS MONEY TO THE OPERATING SUBSIDIARIES TO FURTHER INNOVATIVE RESEARCH AND CANCER TREATMENT. CITY OF HOPE IS THE SOLE CORPORATE MEMBER OF THE MEDICAL CENTER, THE MEDICAL FOUNDATION, AND THE BECKMAN RESEARCH INSTITUTE AND HAS OVERSIGHT OF THE OPERATING ACTIVITIES OF THE ENTITIES TO ENSURE THAT THEY ARE OPERATING WITHIN THE GUIDELINES OF THEIR CHARITABLE MISSIONS AND THEIR USE OF GRANT ASSISTANCE FROM CITY OF HOPE. CITY OF HOPE MONITORS THE ACTIVITIES OF THE OPERATING SUBSIDIARIES THROUGH DETAILED EXPENSE AND CAPITAL PURCHASE REPORTS TO ENSURE SPENDING IS IN ACCORDANCE WITH SUCH CHARITABLE MISSIONS AND THAT THEY ARE FULFILLING THEIR PATIENT CARE AND RESEARCH MISSIONS IN ACCORDANCE WITH THE FUNDRAISING AND GRANT MAKING ACTIVITIES OF CITY OF HOPE. X X false false X X X X X X true true false false false false false true false Alan Levey 277042 0 75091 0 22882 0 20228 0 29753 0 424996 0 0 0 Amy Goldman 215740 0 38046 0 13435 0 17283 0 8194 0 292698 0 0 0 Brenda Maceo 267881 0 100809 0 28187 0 11852 0 24111 0 432840 0 0 0 David Carter 206222 0 43356 0 21310 0 6350 0 17327 0 294565 0 0 0 Dennis F Rusch 0 320805 0 143850 0 268523 0 175982 0 19700 0 928860 0 67748 Gregory Schetina 0 303697 0 126025 0 25521 0 20228 0 30328 0 505799 0 0 Kathleen Kane 485984 0 232244 0 51981 0 20228 0 19227 0 809664 0 0 0 Michael Friedman MD 0 717890 0 469740 0 198328 0 20228 0 27962 0 1434148 0 0 Paul Blodgett 306027 0 90126 0 38477 0 19181 0 19242 0 473053 0 0 0 Robert Stone JD 0 443820 0 216203 0 35764 0 20228 0 25979 0 741994 0 0 Sharon Joyce 174424 0 6267 0 13075 0 13595 0 17981 0 225342 0 0 0 Steven G Martin 189188 0 7426 0 252 0 5426 0 1451 0 203743 0 0 0 Tanya Mink 110821 0 48933 0 38126 0 6047 0 8111 0 212038 0 0 0 Valerie Bingham 0 185385 0 33696 0 391 0 14815 0 21311 0 255598 0 0 Virginia Opipare 0 467366 0 234699 0 66330 0 7664 0 24364 0 800423 0 0 QUESTIONS REGARDING COMPENSATION SCHEDULE J PART I, LINE 1A KATHLEEN KANE AND PAUL BLODGETT ARE PROVIDED WITH SOCIAL CLUB MEMBERSHIPS FOR WHICH THEY MUST SUBMIT DETAILED BUSINESS RECEIPTS INDICATING THE BUSINESS PURPOSES ASSOCIATED WITH SERVICES AND THEIR PERSONAL USE PORTION ASSOCIATED WITH SERVICES. THEY ARE ONLY REIMBURSED FOR THEIR BUSINESS USE PORTION ASSOCIATED WITH SERVICES. THE PERSONAL USE PORTION OF SOCIAL CLUB DUES INCLUDED IN OTHER REPORTABLE COMPENSATION COLUMN B(III) DURING CALENDAR YEAR 2010 WAS AS FOLLOWS: KATHLEEN KANE = $612 PAUL BLODGETT = $5,520 CERTAIN EXECUTIVES AND OTHER EMPLOYEES LISTED IN PART VII ARE PROVIDED WITH AN AUTOMOBILE ALLOWANCE WHICH HAS BEEN INCLUDED IN TAXABLE INCOME COLUMN B(III) OF SCHEDULE J TO THE EXTENT THE ALLOWANCE IS UNSUBSTANTIATED BY ASSOCIATED BUSINESS MILEAGE. LINE 3 THE CEO OF THE CITY OF HOPE, MICHAEL FRIEDMAN, M.D. IS NOT COMPENSATED BY CITY OF HOPE, BUT BY THE MEDICAL CENTER. CEO COMPENSATION IS ESTABLISHED BY THE COMPENSATION COMMITTEE OF THE CITY OF HOPE BOARD OF DIRECTORS. ALL SOURCES INDICATED IN LINE 3 ARE UTILIZED BY THIS COMMITTEE TO SET CEO COMPENSATION. SEE SCHEDULE O NARRATIVE FOR PART VI, LINE 15A. LINE 4A THE CITY OF HOPE'S OFFICERS AND KEY EMPLOYEES ARE ELIGIBLE TO RECEIVE FAIR COMPENSATION FOR A SPECIFIED PERIODS OF TIME IN THE EVENT OF A POSITION ELIMINATION OR OTHER NOT FOR CAUSE SEPARATION ("SEPARATION PAYMENT"). ANY TAXABLE INCOME RECEIVED BY THE OFFICER OR KEY EMPLOYEE DURING SUCH PERIOD FROM ANY OTHER SOURCE IS COUNTED IN THE AGGREGATE TO REDUCE DIRECTLY, ON A DOLLAR FOR DOLLAR BASIS, THE ORGANIZATION'S SEPARATION PAYMENT. THE NATIONAL MEDICAL CENTER MADE SEPARATION PAYMENTS DURING 2010 TO DENNIS RUSCH ($77,088). THIS AMOUNT HAS BEEN INCLUDED IN SCHEDULE J PART II OTHER REPORTABLE COMPENSATION COLUMN B(III). PARTICIPATION IN NON-QUALIFIED SECTION 457(F)PLAN SCHEDULE J PART I LINE 4B CITY OF HOPE HAS AN EXECUTIVE SUPPLEMENTAL ACCUMULATION PLAN THAT IS A NON-QUALIFIED SECTION 457(F) PLAN. THE PLAN WAS AMENDED EFFECTIVE SEPTEMBER 30, 2007 AND IS DESIGNED TO PROVIDE EACH DESIGNATED EMPLOYEE WITH DEFERRED COMPENSATION. THE PLAN IS MAINTAINED FOR A SELECT GROUP OF MANAGEMENT OR HIGHLY COMPENSATED EMPLOYEES. THE PLAN VESTS AFTER THREE (3) YEARS AND THE VESTED TOTALS ARE INCLUDED IN SCHEDULE J PART II COLUMN "OTHER REPORTABLE COMPENSATION (B)(III)." PRIOR TO VESTING THE ANNUAL AMOUNTS ARE INCLUDED IN SCHEDULE J PART II COLUMN "DEFERRED COMPENSATION (C)." PURSUANT TO THE PLAN DOCUMENT, PARTICIPANTS ARE ENTITLED TO WITHDRAW FROM THEIR ACCOUNT AN AMOUNT EQUAL TO THE FEDERAL, STATE, LOCAL, AND FICA TAXES UPON SUCH VESTING. THESE AMOUNTS WERE REMITTED TO THE APPROPRIATE TAXING AUTHORITIES. THE FOLLOWING INDIVIDUALS WITHDREW THE REFERENCED AMOUNTS TO COVER SUCH TAXES DURING THE CALENDAR YEAR ENDING DECEMBER 31, 2010: PAUL BLODGETT $5,699 DAVID CARTER $11,300 AMY GOLDMAN $1,219 SHARON JOYCE $1,186 KATHLEEN KANE $9,042 ALAN LEVEY $2,855 BRENDA MACEO $5,790 VIRGINIA OPIPARE $9,603 GREGORY SCHETINA $4,005 ROBERT STONE $7,956 THESE AMOUNTS HAVE BEEN INCLUDED IN THE PARTICIPANT'S INCOME ON SCHEDULE J, PART II, COLUMN B(III) OTHER REPORTABLE COMPENSATION. THE FOLLOWING INDIVIDUALS TERMINATED THEIR EMPLOYEMENT WITH CITY OF HOPE DURING THE CALENDAR YEAR ENDING DECEMBER 31, 2010 AND RECEIVED DISTRIBUTIONS FROM THE PLAN IN THE FOLLOWING AMOUNTS: TANYA MINK $56,042 DENNIS RUSCH $109,371 THESE AMOUNTS HAVE BEEN REPORTED AS TAXABLE COMPENSATION TO THE INDIVIDUALS LISTED EITHER IN PRIOR YEARS OR IN THE CURRENT YEAR. NON-FIXED COMPENSATION PAYMENTS SCHEDULE J PART I LINE 7 CITY OF HOPE EXECUTIVES AND SOME KEY EMPLOYEES ARE ELIGIBLE TO RECEIVE INCENTIVE COMPENSATION TIED TO FIVE (5) KEY INDICATORS. THE KEY INDICATORS ARE BOTH FINANCIAL AND NON-FINANCIAL, AND THE POTENTIAL BONUS COMPENSATION IS BASED ON A WEIGHTED AVERAGE AMONG ALL INDICATORS AND IS PAID AS A PERCENTAGE OF EACH INDIVIDUAL PARTICIPANT'S BASE COMPENSATION. BASED UPON AN INDIVIDUAL'S GOALS AND PERFORMANCE DURING THE YEAR, THE POTENTIAL PAYOUT FOR ANY PARTICIPANT CAN BE MODIFIED UP OR DOWN 20%. THE INCENTIVE COMPENSATION PAID DURING THIS TAX YEAR HAS BEEN REPORTED IN SCHEDULE J, COLUMN B(II). UNION BANK OF CALIFORNIA See part V 244137 SEE part v false BUSINESS TRANSACTIONS INVOLVING INTERESTED PERSONS SCHEDULE L, PART IV DALE CRANDALL IS A BOARD MEMBER OF THE CITY OF HOPE AND IS A MEMBER OF THE BOARD OF DIRECTORS OF UNION BANK OF CALIFORNIA AND UNIONBANCAL. CITY OF HOPE MAINTAINS AT UNION BANK OF CALIFORNIA AS ITS MAIN OPERATING ACCOUNT AND UTILIZES THE BANK TO PERFORM VARIOUS TRUST AND CUSTODY RESPONSIBILITIES. THE TOTAL EXPENDITURES ASSOCIATED WITH BANK FEES AND TRUSTEE/CUSTODY FEES PAID TO UNION BANK DURING THE FISCAL YEAR ENDED SEPTEMBER 30, 2011 TOTALED $113,085. CITY OF HOPE INVESTS FUNDS IN VARIOUS UNION BANK OF CALIFORNIA SHORT TERM OVERNIGHT VEHICLES THAT PROVIDE INVESTMENT INCOME. THE INVESTMENT INCOME EARNED FROM UNION BANK DURING THE FISCAL YEAR ENDED SEPTEMBER 30, 2011 TOTALED $131,052. UNION BANK HAS ISSUED BUSINESS LINES OF CREDIT TO CITY OF HOPE AND AFFILIATES WITH A CONSOLIDATED TOTAL CREDIT LINE OF $25,000,000. AS OF SEPTEMBER 30, 2011, THERE ARE NO OUTSTANDING BALANCES ON THIS LINE OF CREDIT. X 69 7008565 Market Value X 1 175000 Appraisal X Auction Items 0 0 0 X Raffle Items 0 0 0 0 false true true NON-CASH DONATED ITEMS SCHEDULE M, PART I, LINES 25, 26 AND 33 CITY OF HOPE DOES NOT CURRENTLY HAVE A REPORTING AND RECORDING PROCESS IN PLACE TO ENSURE ALL DONATED AUCTION AND OTHER EVENT RELATED ITEMS ARE RECORDED AS REVENUE. ADDITIONALLY, THE NUMBER OF DONATED AUCTION ITEMS IS NOT TRACKED. USE OF THIRD PARTIES SCHEDULE M, PART I, LINE 32B CITY OF HOPE USES THIRD PARTY REAL ESTATE BROKERS AND AGENTS TO ASSIST IN THE SALE OF DONATED REAL ESTATE. THIRD PARTY ACTIVITIES ARE MONITORED CLOSED THROUGH CITY OF HOPE CORPORATE REAL ESTATE STAFF. SELECTION OF THIRD PARTIES IS DONE THROUGH INTERVIEWS OF SEVERAL QUALIFIED INDIVIDUALS OR FIRMS AND SELECTIONS ARE BASED ON QUALIFICATIONS SUCH AS SKILL, KNOWLEDGE, EXPERIENCE, EDUCATION, LICENSURE, CERTIFICATIONS, ETC. BACKGROUND AND REFERENCE CHECKS ARE CONDUCTED ON SELECTED THIRD PARTY. ADDITIONALLY, SELECTION IS BASED ON COST AND WE REQUEST THIRD PARTIES TO DISCOUNT STANDARD COMMISSIONS, FEES AND COSTS ASSOCIATED WITH THE SERVICES THEY PROVIDE. VOLUNTEER ASSISTANCE FORM 990, PART I, LINE 6 THE PHILANTHROPIC SPIRIT OF THOUSANDS OF VOLUNTEERS NATIONWIDE MAKES IT POSSIBLE FOR CITY OF HOPE AND AFFILIATES TO CONTINUE ITS LIFE-SAVING WORK. THIS SUPPORT PROVIDES A MAJOR PORTION OF OUR RESEARCH AND TREATMENT BUDGET EACH YEAR AND HELPS US HELP THOSE IN NEED THROUGHOUT THE YEAR. IN THE CURRENT YEAR, A SUBSTANTIAL NUMBER OF UNPAID VOLUNTEERS HAVE MADE SIGNIFICANT CONTRIBUTIONS OF THEIR TIME TO DEVELOP CITY OF HOPE'S FUNDRAISING NETWORK, PRINCIPALLY THROUGH DEVELOPMENT AND EDUCATIONAL PROGRAMS. THE VALUE OF THIS CONTRIBUTED TIME IS NOT REFLECTED IN THE TAX RETURNS OR THE AUDITED FINANCIAL STATEMENTS SINCE IT IS NOT SUSCEPTIBLE TO OBJECTIVE MEASUREMENT OR VALUATION. ORGANIZATION'S MISSION FORM 990, PART III, LINE 1 CITY OF HOPE AND AFFILIATES, AN INNOVATIVE BIOMEDICAL RESEARCH, TREATMENT AND EDUCATIONAL INSTITUTION, IS DEDICATED TO THE PREVENTION AND CURE OF CANCER AND OTHER LIFE-THREATENING DISEASES, GUIDED BY A COMPASSIONATE, PATIENT-CENTERED PHILOSOPHY AND SUPPORTED BY A NATIONAL FOUNDATION OF HUMANITARIAN PHILANTHROPY. FORMS W-2G FORM 990, PART V, LINE 1B CITY OF HOPE ISSUES FORMS W-2G IN ACCORDANCE WITH REQUIREMENTS SET FORTH IN INTERNAL REVENUE SERVICE REGULATIONS. THE forms W-2G THAT ARE ISSUED BY CITY OF HOPE INCLUDE THOSE ISSUED TO PERSONS WHO WERE AWARDED PRIZES THROUGH RAFFLE ACTIVITIES THAT TAKE PLACE THROUGH THE AUXILIARY NETWORK, FOR WHICH A 990 IS FILED UNDER THE NAME "CITY OF HOPE GROUP RETURN" (02-0765554). GOVERNING BODY AND MANAGEMENT FORM 990, PART VI, SECTION A LINE 4 ON FEBRUARY 11, 2011, THE CITY OF HOPE BOARD OF DIRECTORS APPROVED CHANGES TO THE BYLAWS OF THE CITY OF HOPE. THE SUBSTANTIVE CHANGE CONFORMED THE BYLAWS TO CHANGES IN THE LAW REGARDING VACANCIES ON THE BOARD. IN THE PAST, THE BYLAWS PROVIDED THAT IF THE BOARD REDUCED THE NUMBER OF DIRECTORS, THE REDUCTION COULD NOT HAVE THE EFFECT OF REMOVING A DIRECTOR FROM OFFICE BEFORE THAT DIRECTOR'S TERM OF OFFICE EXPIRED. NOW, A REDUCTION IN THE AUTHORIZED NUMBER OF DIRECTORS MAY HAVE THE EFFECT OF REMOVING A DIRECTOR BEFORE HIS OR HER TERM EXPIRES IF THE REDUCTION PROVIDES FOR THE REMOVAL OF ONE OR MORE SPECIFIED DIRECTORS IMMEDIATELY. ALL OTHER CHANGES TO THE BYLAWS WERE CLARIFYING AND MINOR IN NATURE. LINE 6 ANY PERSON WHO IS A MEMBER IN GOOD STANDING OF ANY CHARTERED AUXILIARY OF CITY OF HOPE IS AN "AUXILIARY MEMBER" OF THE CORPORATION. EACH AUXILIARY MEMBER SELECTED BY HIS OR HER CHARTERED AUXILIARY TO BE A DELEGATE TO THE NATIONAL CONVENTION OF CITY OF HOPE IS A MEMBER OF THE CORPORATION. LINE 7A MEMBERS OF CITY OF HOPE HAVE THE RIGHT TO VOTE ON THE ELECTION OF DIRECTORS TO THE GOVERNING BODY OF CITY OF HOPE. LINE 7B IN ADDITION TO THE RIGHT TO VOTE ON THE ELECTION OF DIRECTORS, ALL MEMBERS HAVE THE RIGHT TO VOTE ON THE DISPOSITION OF ALL OR SUBSTANTIALLY ALL OF CITY OF HOPE'S ASSETS, ON ANY MERGER AND ITS PRINICPAL TERMS AND ANY AMENDMENT OF THOSE TERMS, AND ON ANY ELECTION TO DISSOLVE THE CORPORATION. POLICIES FORM 990, PART VI, SECTION B, LINE 11B A COPY OF THE CITY OF HOPE FORM 990 IS REVIEWED BY THE AUDIT COMMITTEE OF THE BOARD OF DIRECTORS OF CITY OF HOPE, WHICH ASSISTS THE BOARD IN FULFILLING ITS RESPONSIBILITIES REGARDING THE FINANCIAL, ACCOUNTING, AND CORPORATE COMPLIANCE MATTERS OF CITY OF HOPE. ADDITIONALLY, THE PREPARATION OF THE FORM 990 IS DONE INTERNALLY AND IS REVIEWED THOROUGHLY WITH INTERNAL LEADERSHIP, EXTERNAL PARTICIPANTS, INCLUDING ERNST & YOUNG, RETAINED TAX COUNSEL AND OTHER TAX PREPARERS. PRIOR TO FILING, THE CITY OF HOPE (95-3435919) FORM 990 IS MADE AVAILABLE TO VOTING MEMBERS OF THE CITY OF HOPE BOARD OF DIRECTORS FOR REVIEW ELECTRONICALLY ON-LINE THROUGH CITY OF HOPE'S SECURE INTERNET WEB-BASED PORTAL. CITY OF HOPE IS THE SOLE CORPORATE MEMBER OF THE MEDICAL CENTER, THE MEDICAL FOUNDATION AND THE BECKMAN RESEARCH INSTITUTE. FORM 990, PART VI, SECTION B, LINE 12C ALL CITY OF HOPE EMPLOYEES, MEMBERS OF THE BOARDS OF DIRECTORS AND 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 REVIEWS OF SUCH DISCLOSURES ARE MADE BY THE CHIEF RISK OFFICER, GENERAL COUNSEL AND, AS APPLICABLE, THE CHAIR OF THE BOARD, BOARD OF DIRECTORS OR THE CONFLICT OF INTEREST AND COMMITMENT COMMITTEE, BASED UPON THE CATEGORY OF PERSON MAKING THE DISCLOSURE. RESTRICTIONS IMPOSED ON PERSONS WITH A CONFLICT VARY, BASED UPON THE FACTS. RESTRICTIONS 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 THE BUSINESS TRANSACTIONS (E.G. PURCHASING DECISIONS); AND PROHIBITION FROM PARTICIPATING AS A PRINCIPAL INVESTIGATOR IN RESEARCH; DISCLOSURE OF FINANCIAL INTEREST IN RESEARCH STUDY INFORMED CONSENT FORMS AND PUBLICATIONS. MONITORING TRANSACTIONS FOR CONFLICTS IS DONE THROUGH REQUIRED DISCLOSURES AND UPDATES BY PERSONS COVERED BY THE ORGANIZATION'S CONFLICT OF INTEREST POLICIES AND A CONCURRENT REVIEW OF SUCH DISCLOSURES AGAINST TRANSACTIONS. CITY OF HOPE'S POLICY PROVIDES FOR DISCIPLINARY ACTION AGAINST PERSONS COVERED BY THE CONFLICT OF INTEREST POLICIES WHO DO NOT COMPLY WITH POLICY REQUIREMENTS. FORM 990, PART VI, SECTION B, LINES 15A AND 15B THE EXECUTIVE COMPENSATION AND ORGANIZATIONAL DEVELOPMENT COMMITTEE (COMMITTEE) OF THE BOARD OF DIRECTORS, PURSUANT TO A DELEGATION OF AUTHORITY FROM THE CITY OF HOPE BOARD OF DIRECTORS, IS RESPONSIBLE FOR SETTING THE COMPENSATION OF THE CEO AND CERTAIN OTHER SENIOR EXECUTIVES. THE DIRECTORS ON THIS COMMITTEE ARE INDEPENDENT, AND DELIBERATION AND DECISION MAKING ARE SUBSTANTIATED IN THE MINUTES OF THE COMMITTEE'S MEETINGS. THE MINUTES ARE REVIEWED AND APPROVED AT THE NEXT MEETING OF THE COMMITTEE. AS PART OF THE DELIBERATION PROCESS, THE COMMITTEE RECEIVES ADVICE FROM AN INDEPENDENT, OUTSIDE COMPENSATION CONSULTANT WITH RESPECT TO EXECUTIVE COMPENSATION, COMPARABLE BENCHMARK DATA, COMPENSATION SURVEYS AND CURRENT COMPENSATION PHILOSOPHY, STRUCTURE, AND ADMINISTRATION OF THE EXECUTIVE CASH COMPENSATION PROGRAMS AT CITY OF HOPE. 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 EXECUTIVES REQUIRED TO ACHIEVE THE HIGHEST LEVELS OF COMMUNITY BENEFIT, CLINICAL CARE, QUALITY RESEARCH AND EFFICIENT PHILANTHROPIC DEVELOPMENT. THE EXECUTIVE COMPENSATION COMMITTEE TARGETS THE 50TH PERCENTILE OF BASE SALARY AND THE 75TH PERCENTILE OF TOTAL CASH OF THE MARKET IN WHICH CITY OF HOPE COMPETES FOR EXECUTIVES. A PORTION OF EXECUTIVE COMPENSATION IS LINKED DIRECTLY TO PERFORMANCE GOALS APPROVED IN ADVANCE BY THE COMMITTEE. THESE GOALS ARE TIED TO THE PERFORMANCE OF CITY OF HOPE, INCLUDING THE ATTAINMENT OF SPECIFIC BUSINESS OBJECTIVES FOR STRATEGIC AND FINANCIAL PERFORMANCE AS WELL AS NON-FINANCIAL INDICATORS THAT MEASURE PATIENT SATISFACTION AND QUALITY OF PATIENT CARE. THE COMMITTEE CONDUCTS COMPENSATION REVIEWS ANNUALLY AND THIS WAS LAST COMPLETED ON OCTOBER 5, 2011. THE COMPENSATION PROGRAMS AND RANGES FOR ALL OFFICERS AND KEY EMPLOYEES LISTED ON FORM 990, PART VII, SECTION A ARE REVIEWED BY THIS COMMITTEE. DISCLOSURES FORM 990, PART VI, SECTION C, LINE 19 CITY OF HOPE'S GOVERNING DOCUMENTS ARE NOT MADE AVAILABLE TO THE PUBLIC. THE CITY OF HOPE ARTICLES OF INCORPORATION ARE AVAILABLE FROM THE SECRETARY OF STATE. ITS FINANCIAL STATEMENTS ARE AVAILABLE ON THE CITY OF HOPE WEBSITE, AND ITS CONFLICT OF INTEREST POLICIES ARE AVAILABLE BY WRITTEN REQUEST MADE TO THE CITY OF HOPE CONFLICT OF INTEREST MANAGER. HOURS WORKED FORM 990, PART VII FULL TIME EMPLOYEES GENERALLY WORK IN EXCESS OF 40 HOURS PER WEEK WHICH HAS BEEN REFLECTED IN THE COMPENSATION SCHEDULES BY THE ESTIMATES OF 60 HOURS PER WEEK. THE MEMBERS OF THE BOARD OF DIRECTORS ARE NOT COMPENSATED FOR SERVING ON THE BOARD OF DIRECTORS. THE HOURS WORKED FOR EACH DIRECTOR IS AN ESTIMATE OF THE TIME SPENT PREPARING FOR AND ATTENDING MEETINGS OF THE BOARD OF DIRECTORS AND ITS STANDING COMMITTEES. THE BOARD OF DIRECTORS HELD 5 REGULARLY SCHEDULED MEETINGS IN FISCAL YEAR 2011. THE AUDIT AND COMPLIANCE COMMITTEE HELD 6 REGULARLY SCHEDULED MEETINGS IN FISCAL YEAR 2011. THE FOLLOWING INDIVIDUALS HAVE SPLIT THEIR TIME BETWEEN ENTITIES AS INDICATED: MICHAEL A. FRIEDMAN, MD BECKMAN RESEARCH INSTITUTE 24 HOURS PER WEEK CITY OF HOPE 15 HOURS PER WEEK CITY OF HOPE NATIONAL MEDICAL CENTER 19 HOURS PER WEEK CITY OF HOPE MEDICAL FOUNDATION 2 HOURS PER WEEK VIRGINIA OPIPARE BECKMAN RESEARCH INSTITUTE 14 HOURS PER WEEK CITY OF HOPE 3 HOURS PER WEEK CITY OF HOPE NATIONAL MEDICAL CENTER 41 HOURS PER WEEK CITY OF HOPE MEDICAL FOUNDATION 2 HOURS PER WEEK ROBERT STONE BECKMAN RESEARCH INSTITUTE 6 HOURS PER WEEK CITY OF HOPE 3 HOURS PER WEEK CITY OF HOPE NATIONAL MEDICAL CENTER 15 HOURS PER WEEK CITY OF HOPE MEDICAL FOUNDATION 36 HOURS PER WEEK DENNIS F. RUSCH BECKMAN RESEARCH INSTITUTE 14 HOURS PER WEEK CITY OF HOPE 3 HOURS PER WEEK CITY OF HOPE NATIONAL MEDICAL CENTER 41 HOURS PER WEEK CITY OF HOPE MEDICAL FOUNDATION 2 HOURS PER WEEK GARY CONNER BECKMAN RESEARCH INSTITUTE 14 HOURS PER WEEK CITY OF HOPE 3 HOURS PER WEEK CITY OF HOPE NATIONAL MEDICAL CENTER 41 HOURS PER WEEK CITY OF HOPE MEDICAL FOUNDATION 2 HOURS PER WEEK GREG SCHETINA BECKMAN RESEARCH INSTITUTE 14 HOURS PER WEEK CITY OF HOPE 3 HOURS PER WEEK CITY OF HOPE NATIONAL MEDICAL CENTER 41 HOURS PER WEEK CITY OF HOPE MEDICAL FOUNDATION 2 HOURS PER WEEK VALERIE BINGHAM BECKMAN RESEARCH INSTITUTE 14 HOURS PER WEEK CITY OF HOPE 3 HOURS PER WEEK CITY OF HOPE NATIONAL MEDICAL CENTER 41 HOURS PER WEEK CITY OF HOPE MEDICAL FOUNDATION 2 HOURS PER WEEK RECONCILATION OF NET ASSETS FORM 990, PART XI, LINE 5 NET ASSET DIFFERENCES RESULT FROM DECONSOLIDATION ENTRIES OF NET ASSET BALANCES AND CHANGES IN UNREALIZED GAINS AND LOSSES AS FOLLOWS: NET ASSET TRANSFERS <49,096,258> UNREALIZED LOSSES <22,884,554> ______________ <71,980,812> UNREALIZED GAINS AND LOSSES ARE NOT RECORDED FOR TAX PURPOSES, BUT ARE RECORDED ON THE CONSOLIDATED FINANCIAL STATEMENTS OF THE ORGANIZATION UNDER GENERALLY ACCEPTED ACCOUNTING PRINCIPLES. AUDITED FINANCIAL STATEMENTS FORM 990, PART XII, LINE 2C AUDITED CONSOLIDATED FINANCIAL STATEMENTS ARE ISSUED FOR CITY OF HOPE AND AFFILIATES. NO STAND-ALONE AUDITS ARE PERFORMED OR ISSUED FOR CITY OF HOPE. THE AUDITED CONSOLIDATED FINANCIAL STATEMENTS ARE REVIEWED ANNUALLY BY THE AUDIT COMMITTEE OF THE BOARD OF DIRECTORS BEFORE FINALIZATION AND ISSUANCE. CITY OF HOPE NATIONAL MEDICAL CENTER 1500 EAST DUARTE ROAD DUARTE CA 91010 951683875 HOSPITAL CA 501(c)(3) 3 City of Hope BECKMAN RESEARCH INSTITUTE 1450 EAST DUARTE ROAD DUARTE CA 91010 953432210 RESEARCH CA 501(c)(3) 4 City of Hope CITY OF HOPE MEDICAL FOUNDATION 1500 E Duarte Road Duarte CA 91010 274803222 Clinic Servs. CA 501(c)(3) 3 City of Hope GENBASIX INC 1500 EAST DUARTE ROAD DUARTE CA 91010 911949357 GENOMICS DE NA C CORP. 0 0 1.00000 ONCOLOGY MANAGEMENT SERVICES INC 1500 EAST DUARTE ROAD DUARTE CA 91010 330557670 LEASING AGENT CA COH Med Ctr C CORP 0 0 0.00000 CHARITABLE REMAINDER TRUSTS (27) 1055 WILSHIRE BLVD LOS ANGELES CA 90017 Support CA NA Trust false true true true false false false false false false false false false true true true false false CITY OF HOPE NATIONAL MEDICAL CENTER B 16743541 Beckman Research Instit of the City of Hope B 156895786 Apparel Industries Group (0031) C 593054 Seattle Chapter (0166) C 118172 Home FurnishConsumer Electronics Ind (0715) C 662238 East End ChapterJeanne Kaye League (0732) C 148675 National Professional Salon Industry (0835) C 524548 Phyllis Dropkin Foundation Chapter (1007) C 61221 Music and Entertainment Industry (1050) C 2284607 Food Industries Circle Chapter (1081) C 952177 Construction Industries Alliance Ch (1082) c 176741 HardwareHome Improvement Ind Council (1183) C 2058984 California Food Industries Circle (1203) C 877384 California Insurance Council (1215) C 424324 Construction and RE Industry Council (1225) C 400764 Board of Governers (1331) C 51556 National Office Products Council (1362) c 4121432 Nor Cal RE & Constr Busi Alliance (1439) C 435358 Pacific NW Food Industries Circle (1481) C 823790 LA Real EstateConstruction Council (1487) C 278137 Kings Point (1492) C 64247 Las Vegas Summerlin (1499) C 51624 Ocean Hills (1527) C 51958 Foodservice & Hospitality Industry (1554) C 269789 Southwest Food Industries Circle (1562) C 281260 Desert Communities Women's Council C 196446 Ailene ScottArtists for Hope (1619) C 54015 Gems of the Desert Chapter (1631) C 61874 Edison New Jersey (1647) C 67499 Beckman Research Institute of City of Hope O 134755 City of Hope National Medical Center P 1253623 City of Hope National Medical Center O 11804412 Genbasix Inc 0 Oncology Management Services Inc 0 City of Hope Medical Foundation B 49096258 City of Hope Medical Foundation D 8931473 Beckman Research Institute of City of Hope P 608255 City of Hope National Medical Center N 651940 CHARITABLE REMAINDER UNITRUST 0 RELATED TAX-EXEMPT ORGANIZATIONS SCHEDULE R, PART II IN ACCORDANCE WITH THE FORM 990, SCHEDULE R INSTRUCTIONS, THE AUXILIARY CHAPTER ORGANIZATIONS INCLUDED IN THE CITY OF HOPE GROUP RETURN EXEMPTION ARE NOT REPORTED ON PART II OF SCHEDULE R AS RELATED TAX-EXEMPT ORGANIZATIONS. HOWEVER, THE TRANSACTIONS BETWEEN CITY OF HOPE AND THE AUXILIARY CHAPTER ORGANIZATIONS ARE REPORTED IN PART V OF SCHEDULE R, ON LINE 1 AND LINE 2, TO THE EXTENT THE TRANSACTIONS EXCEED THE $50,000 REPORTING THRESHOLD. THE TRANSACTIONS ARE REPORTED AT THEIR CASH VALUE. CITY OF HOPE MEDICAL FOUNDATION SCHEDULE R, PART V ON MAY 31, 2011, THE CITY OF HOPE PROVIDED A NET ASSET CAPITAL TRANSFER TO THE CITY OF HOPE MEDICAL FOUNDATION TO ACQUIRE SUBSTANTIALLY ALL OF THE ASSETS OF CALIFORNIA CANCER SPECIALISTS MEDICAL GROUP, INC. (CCSMG) AND ONCOLOGY SPECIALISTS OF COH, P.C. (OSCOH)FOR A COMBINED CASH PURCHASE PRICE OF $49,096,258. THE MEDICAL FOUNDATION RECORDED THE ASSETS PURCHASED ON THEIR BOOKS AND RECORDS.