CITY OF HOPE NATIONAL MEDICAL CENTER: Form 990, tax year 2010
View the entire original 990 at ProPublica ↗
- Organization
- CITY OF HOPE NATIONAL MEDICAL CENTER (EIN 95-1683875)
- Tax period
- 2010-10-01 to 2011-09-30
- Filed
- 2012-08-15
- IRS object ID
- 201242289349301819
- Schema version
- 2010v3.7
- 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 L
- Schedule O
- Schedule R
- Affiliated Group Attachment
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2012-08-15T10:18:00-05:00 | Timestamp |
| Tax Period End Date | 2011-09-30 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ERNST & YOUNG US LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 18111 VON KARMAN AVENUE SUITE 1000 | AddressLine1 |
| City | IRVINE | City |
| State | CA | State |
| ZIP Code | 92612 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2010-10-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 951683875 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | City of Hope National Medical Center | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | CITY | NameControl |
| Phone | 6269305445 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1500 East Duarte Road | AddressLine1 |
| City | Duarte | City |
| State | CA | State |
| ZIP Code | 91010 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | MICHAEL A FRIEDMAN | Name |
| Title | CEO AND PRESIDENT | Title |
| Date Signed | 2012-07-23 | DateSigned |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 9497942300 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2010 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | MICHAEL A FRIEDMAN MD | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1500 EAST DUARTE ROAD | AddressLine1 |
| City | DUARTE | City |
| State | CA | State |
| ZIP Code | 91010 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 649745431 | GrossReceipts |
| Group Return For Affiliates | false | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | www.cityofhope.org | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1948 | YearFormation |
| State Legal Domicile | CA | StateLegalDomicile |
| Activity Or Mission Description | TO PROVIDE TREATMENT, CURES AND COMPASSIONATE CARE TO THOSE WITH CANCER AND OTHER LIFE-THREATENING DISEASES BY WORKING WITH RESEARCHERS WHOSE BREAKTHROUGH IDEAS MAY BRING NEW HOPE TO PATIENTS. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 14 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 14 | NbrIndependentVotingMembers |
| Total Nbr Employees | 3227 | TotalNbrEmployees |
| Total Nbr Volunteers | 276 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 0 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 12289148 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 17062011 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 535629496 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 593834500 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 2859663 | InvestmentIncomePriorYear |
| Investment Income Current Year | 4571173 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 911844 | OtherRevenuePriorYear |
| Other Revenue Current Year | 1106312 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 551690151 | TotalRevenuePriorYear |
| Total Revenue Current Year | 616573996 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 0 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 2718972 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 236979565 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 252602787 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 0 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 264887 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 304641330 | OtherExpensePriorYear |
| Other Expenses Current Year | 340377658 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 541620895 | TotalExpensesPriorYear |
| Total Expenses Current Year | 595699417 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 10069256 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 20874579 | RevenuesLessExpensesCY |
| Total Assets BOY | 570653859 | TotalAssetsBOY |
| Total Assets EOY | 617261532 | TotalAssetsEOY |
| Total Liabilities BOY | 305715546 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 335755086 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 264938313 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 281506446 | NetAssetsOrFundBalancesEOY |
| Info In Schedule O Part III | X | InfoInScheduleOPartIII |
| Mission Description | SEE SCHEDULE O | MissionDescription |
| Significant New Program Services | false | SignificantNewProgramServices |
| Significant Change | false | SignificantChange |
| Expense | 489767601 | Expense |
| Grants | 2718972 | Grants |
| Revenue | 593834500 | Revenue |
| Description | CITY OF HOPE NATIONAL MEDICAL CENTER PROGRAMS CONSIST OF PATIENT CARE, RESEARCH AND PUBLIC INFORMATION AND EDUCATION. SEE SCHEDULE O - EXEMPT PURPOSES ACHIEVEMENTS. | Description |
| Activity2 | Activity2 | |
| Activity3 | Activity3 | |
| Total Program Service Expense | 489767601 | TotalProgramServiceExpense |
| Described In501 C3 | true | DescribedIn501C3 |
| Schedule B Required | true | ScheduleBRequired |
| Political Activities | false | PoliticalActivities |
| Lobbying Activities | true | LobbyingActivities |
| Donor Advised Funds | false | DonorAdvisedFunds |
| Conservation Easements | false | ConservationEasements |
| Collections Of Art | false | CollectionsOfArt |
| Credit Counseling | false | CreditCounseling |
| Term Or Permanent Endowments | true | TermOrPermanentEndowments |
| Report Land Bldg Equip | true | ReportLandBldgEquip |
| Report Invest Oth Securities | false | ReportInvestOthSecurities |
| Report Prog Rel Invest | false | ReportProgRelInvest |
| Report Other Assets | false | ReportOtherAssets |
| Report Other Liabilities | true | ReportOtherLiabilities |
| Report Fin48 Footnote | true | ReportFin48Footnote |
| Independent Audit Financial Stmt | false | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | true | ConsolidatedAuditFinancialStmt |
| School | false | School |
| Foreign Office | false | ForeignOffice |
| Foreign Activities | true | ForeignActivities |
| More Than5000 K To Organizations | false | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividuals |
| Professional Fundraising | false | ProfessionalFundraising |
| Fundraising Activities | false | FundraisingActivities |
| Gaming | false | Gaming |
| Hospital | true | Hospital |
| Financial Stmt Attached | true | FinancialStmtAttached |
| Grants To Organizations | true | GrantsToOrganizations |
| Grants To Individuals | false | GrantsToIndividuals |
| Schedule J Required | true | ScheduleJRequired |
| Tax Exempt Bonds | true | TaxExemptBonds |
| Invest Tax Exempt Bonds | false | InvestTaxExemptBonds |
| Escrow Account | false | EscrowAccount |
| On Behalf Of Issuer | false | OnBehalfOfIssuer |
| Excess Benefit Transaction | false | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | false | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | true | LoanToOfficerOrDQP |
| Grant To Related Person | false | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | false | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | false | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | false | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | false | DeductibleNonCashContributions |
| Deductible Contributions Of Art | false | DeductibleContributionsOfArt |
| Terminated | false | Terminated |
| Partial Liquidation | false | PartialLiquidation |
| Disregarded Entity | false | DisregardedEntity |
| Related Entity | true | RelatedEntity |
| Related Org Controlled Entity | true | RelatedOrgControlledEntity |
| Transaction Related Entity | true | TransactionRelatedEntity |
| Transfers To Exempt Non Chrtbl Org | false | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | false | ActivitiesConductedPartnership |
| Schedule O Required | true | ScheduleORequired |
| Number Forms Transmitted With1096 | 421 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | true | ComplianceWithBackupWitholding |
| Number Of Employees | 3227 | NumberOfEmployees |
| Employment Tax Returns Filed | true | EmploymentTaxReturnsFiled |
| Unrelated Business Income | false | UnrelatedBusinessIncome |
| Foreign Financial Account | false | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTrans |
| Taxable Party Notification | false | TaxablePartyNotification |
| Non Deductible Contributions | false | NonDeductibleContributions |
| Quid Pro Quo Contributions | false | QuidProQuoContributions |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOf |
| Funds To Pay Premiums | false | FundsToPayPremiums |
| Premiums Paid | false | PremiumsPaid |
| Indoor Tanning Services | false | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 14 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 14 | NumberIndependentVotingMembers |
| Family Or Business Relationship | true | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | false | DelegationOfManagementDuties |
| Changes To Organizing Docs | true | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuse |
| Members Or Stockholders | true | MembersOrStockholders |
| Election Of Board Members | true | ElectionOfBoardMembers |
| Decisions Subject To Approval | true | DecisionsSubjectToApproval |
| Minutes Of Governing Body | true | MinutesOfGoverningBody |
| Minutes Of Committees | true | MinutesOfCommittees |
| Officer Mailing Address | false | OfficerMailingAddress |
| Local Chapters | false | LocalChapters |
| Form990 Provided To Governing Body | false | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | true | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | true | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | true | RegularMonitoringEnforcement |
| Whistleblower Policy | true | WhistleblowerPolicy |
| Document Retention Policy | true | DocumentRetentionPolicy |
| Compensation Process CEO | true | CompensationProcessCEO |
| Compensation Process Other | true | CompensationProcessOther |
| Investment In Joint Venture | false | InvestmentInJointVenture |
| States Where Copy Of Return Is Filed | CA | StatesWhereCopyOfReturnIsFiled |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | WAEL FAKHRYCITY OF HOPE | NamePerson |
| Telephone Number | 6263018815 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1500 EAST DUARTE ROAD | AddressLine1 |
| City | Duarte | City |
| State | CA | State |
| ZIP Code | 91010 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part VII | X | InfoInScheduleOPartVII |
Form990 Part VII Section A Form990PartVIISectionA (35 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | OfficerOfficer | Key EmployeeKeyEmployee | Highest Compensated EmployeeHighestCompensatedEmployee | FormerFormer |
|---|---|---|---|---|---|---|---|---|---|
| Andrew Spiegl | |||||||||
| Board Member | 3.0 | X | 0 | 0 | 0 | ||||
| Ben Horowitz | |||||||||
| Board Member-Partial Year | 3.0 | X | 110000 | 0 | 0 | ||||
| Claire Rothman | |||||||||
| Board Member | 3.0 | X | 0 | 0 | 0 | ||||
| Donald Hoffman | |||||||||
| Board Member | 3.0 | X | 0 | 0 | 0 | ||||
| Ernie So | |||||||||
| Board Member | 3.0 | X | 0 | 0 | 0 | ||||
| Frederic Grannis MD | |||||||||
| Board Member | 3.0 | X | 0 | 0 | 0 | ||||
| Iris Rothstein | |||||||||
| Board Member | 3.0 | X | 0 | 0 | 0 | ||||
| Jacqueline Kosecoff | |||||||||
| Board Chair | 3.0 | X | 0 | 0 | 0 | ||||
| Jody Horowitz Marsh | |||||||||
| Board Member | 3.0 | X | 0 | 0 | 0 | ||||
| Leslie Popplewell MD | |||||||||
| Board Member | 3.0 | X | 0 | 0 | 0 | ||||
| Lucille Leong MD | |||||||||
| Board Member | 3.0 | X | 0 | 0 | 0 | ||||
| Richard Myers | |||||||||
| Board Member | 3.0 | X | 0 | 0 | 0 | ||||
| Thomas A Madden | |||||||||
| Board Chair, Partial Year | 3.0 | X | 0 | 0 | 0 | ||||
| Vincent Chung MD | |||||||||
| Board Member | 3.0 | X | 0 | 0 | 0 | ||||
| William C Scott | |||||||||
| Board Member | 3.0 | X | 0 | 0 | 0 | ||||
| Mordecai N Dunst MD | |||||||||
| Board Member | 3.0 | X | 0 | 0 | 0 | ||||
| Alexandra Levine MD | |||||||||
| Chief Medical Officer | 60.0 | 595949 | 0 | 10408 | X | ||||
| Dennis F Rusch | |||||||||
| CHIEF FIN OFFICER - OUTGOING | 41.0 | 733178 | 0 | 195682 | X | ||||
| Elizabeth Dunne | |||||||||
| Assistant Secretary | 60.0 | 613680 | 0 | 15636 | X | ||||
| Gary Conner | |||||||||
| Chief Fin Officer - INCOMING | 41.0 | 0 | 0 | 0 | X | ||||
| Gregory Schetina | |||||||||
| General Counsel/Secretary | 41.0 | 455243 | 0 | 50556 | X | ||||
| Michael A Friedman MD | |||||||||
| President and CEO | 19.0 | 1385958 | 0 | 48190 | X | ||||
| Robert W Stone | |||||||||
| Chief Strategy & Admin Off. | 15.0 | 695787 | 0 | 46207 | X | ||||
| Valerie Bingham | |||||||||
| VP/Controller | 41.0 | 219472 | 0 | 36126 | X | ||||
| Deborah Gac | |||||||||
| SVP of HR | 60.0 | 554609 | 0 | 28119 | X | ||||
| Debra F Fields | |||||||||
| Chief Risk Officer | 60.0 | 514638 | 0 | 53148 | X | ||||
| Robert Powell | |||||||||
| SVP Research | 60.0 | 27360 | 493620 | 34072 | X | ||||
| Virginia Opipare | |||||||||
| Chief Operating Officer | 41.0 | 768395 | 0 | 32028 | X | ||||
| Warren Chandler | |||||||||
| SVP and CIO | 60.0 | 418974 | 0 | 52477 | X | ||||
| Dale Walter Adams | |||||||||
| Executive Officer | 60.0 | 322599 | 0 | 50661 | X | ||||
| Joyce Niland | |||||||||
| Prof. Div of Informatics | 60.0 | 349501 | 0 | 46550 | X | ||||
| Richard Thompson | |||||||||
| VP Facilities Mgmt | 60.0 | 405265 | 0 | 23081 | X | ||||
| Shirley Ann Johnson | |||||||||
| Chief Nursing & Pt Services | 60.0 | 335364 | 0 | 50162 | X | ||||
| Tim Schultheiss | |||||||||
| Dir. Radiation Physics | 60.0 | 338252 | 0 | 40213 | X | ||||
| Theodore G Krontiris PHD | |||||||||
| Former Officer | 0.0 | 0 | 266201 | 58825 | X | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 8844224 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 759821 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 872141 | TotalOtherCompensation |
| Number Individuals GT100 K | 553 | NumberIndividualsGT100K |
| Formers Listed | true | FormersListed |
| Total Comp GT150 K | true | TotalCompGT150K |
| Compensation From Other Sources | false | CompensationFromOtherSources |
Contractor Compensation ContractorCompensation (5 entries)
| Address Line1AddressOfContractor/AddressUS/AddressLine1 | CityAddressOfContractor/AddressUS/City | StateAddressOfContractor/AddressUS/State | ZIP CodeAddressOfContractor/AddressUS/ZIPCode | Description Of ServicesDescriptionOfServices | CompensationCompensation |
|---|---|---|---|---|---|
| CALIFORNIA CANCER SPECIALISTS MED G | |||||
| 425 E HUNTINGTON DRIVE | MONROVIA | CA | 91016 | RSCH, TCHG AND ADMIN | 35883040 |
| Jones Day | |||||
| 555 South Flower Street | LOS ANGELES | CA | 90071 | Lgl/Retained Consult | 12836986 |
| Cannon Building Services Inc | |||||
| 1640 Sierra Madre Circle | PLACENTIA | CA | 928706626 | Construction | 3030680 |
| Phelps Group Inc | |||||
| 901 Wilshire Blvd | SANTA MONICA | CA | 90401 | Marketing/Advert. | 2919782 |
| City of Hope Medical Foundation | |||||
| 1500 East Duarte Road | DUARTE | CA | 91010 | Professional Srvs. | 11616695 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 64 | NumberOfContractorsGT100K |
| Related Organizations | 16743541 | RelatedOrganizations |
| Government Grants | 120831 | GovernmentGrants |
| All Other Contributions | 197639 | AllOtherContributions |
| Total Contributions | 17062011 | TotalContributions |
Program Service Revenue ProgramServiceRevenue (5 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome |
|---|---|---|---|
| NET PATIENT REVENUE | 622110 | 579802777 | 579802777 |
| OUTPATIENT CLINIC SUPPORT REVENUE | 621400 | 1098755 | 1098755 |
| OTHER PT.ANCILLARY | 622110 | 6499519 | 6499519 |
| CLINICAL TRIAL - PATIENT CARE | 622110 | 3942015 | 3942015 |
| OTHER EXEMPT FUNCTION SERVICES | 622110 | 2491434 | 2491434 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 593834500 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 1978357 | TotalRevenueColumn |
| Exclusion | $1,978,357 | ExclusionAmount |
Income From Invest Bond Proceeds IncomeFromInvestBondProceeds
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 348911 | TotalRevenueColumn |
| Exclusion | $348,911 | ExclusionAmount |
Royalties Revenue RoyaltiesRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 79634 | TotalRevenueColumn |
| Exclusion | $79,634 | ExclusionAmount |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 35415340 | Securities |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 33171435 | Securities |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 2243905 | Securities |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 2243905 | TotalRevenueColumn |
| Exclusion | $2,243,905 | ExclusionAmount |
Net Income From Fundraising Events NetIncomeFromFundraisingEvents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Net Income From Gaming NetIncomeFromGaming
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Net Income Or Loss NetIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Other Revenue Misc OtherRevenueMisc (3 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | ExclusionExclusionAmount |
|---|---|---|---|
| INSURANCE CLAIM | 900099 | 752984 | $752,984 |
| REBATE PROGRAM | 622110 | 256314 | $256,314 |
| CASH DISCOUNTS | 900099 | 3067 | $3,067 |
Miscellaneous Revenue MiscellaneousRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 14313 | TotalRevenueColumn |
| Exclusion | $14,313 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 1026678 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 616573996 | TotalRevenueColumn |
| Related Or Exempt Function Income | 593834500 | RelatedOrExemptFunctionIncome |
| Exclusion | $5,677,485 | ExclusionAmount |
Grants To Domestic Orgs GrantsToDomesticOrgs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2718972 | Total |
| Program Services | 2718972 | ProgramServices |
Grants To Domestic Individuals GrantsToDomesticIndividuals
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Foreign Grants ForeignGrants
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Benefits To Members BenefitsToMembers
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 5855627 | Total |
| Program Services | 1172640 | ProgramServices |
| Management And General | 4531952 | ManagementAndGeneral |
| Fundraising | 151035 | Fundraising |
Comp Disqual Persons CompDisqualPersons
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 50000 | Total |
| Management And General | 50000 | ManagementAndGeneral |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 197335583 | Total |
| Program Services | 166330149 | ProgramServices |
| Management And General | 30973698 | ManagementAndGeneral |
| Fundraising | 31736 | Fundraising |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 8746734 | Total |
| Program Services | 7490980 | ProgramServices |
| Management And General | 1252482 | ManagementAndGeneral |
| Fundraising | 3272 | Fundraising |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 26248148 | Total |
| Program Services | 22840848 | ProgramServices |
| Management And General | 3384074 | ManagementAndGeneral |
| Fundraising | 23226 | Fundraising |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 14366695 | Total |
| Program Services | 12115382 | ProgramServices |
| Management And General | 2240976 | ManagementAndGeneral |
| Fundraising | 10337 | Fundraising |
Fees For Services Management FeesForServicesManagement
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 17664897 | Total |
| Program Services | 0 | ProgramServices |
| Management And General | 17664897 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 863851 | Total |
| Program Services | 0 | ProgramServices |
| Management And General | 863851 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Fees For Services Lobbying FeesForServicesLobbying
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 338974 | Total |
| Program Services | 0 | ProgramServices |
| Management And General | 338974 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 504280 | Total |
| Program Services | 0 | ProgramServices |
| Management And General | 504280 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 91571606 | Total |
| Program Services | 63914748 | ProgramServices |
| Management And General | 27650242 | ManagementAndGeneral |
| Fundraising | 6616 | Fundraising |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2089188 | Total |
| Program Services | 1817531 | ProgramServices |
| Management And General | 271657 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 148556292 | Total |
| Program Services | 141606754 | ProgramServices |
| Management And General | 6945572 | ManagementAndGeneral |
| Fundraising | 3966 | Fundraising |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 4857348 | Total |
| Program Services | 1736353 | ProgramServices |
| Management And General | 3120995 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Royalties Royalties
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 11150363 | Total |
| Program Services | 9392191 | ProgramServices |
| Management And General | 1750465 | ManagementAndGeneral |
| Fundraising | 7707 | Fundraising |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1888022 | Total |
| Program Services | 1443627 | ProgramServices |
| Management And General | 444395 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Travel Entrtnmnt Public Officials TravelEntrtnmntPublicOfficials
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 207885 | Total |
| Program Services | 58876 | ProgramServices |
| Management And General | 149009 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 9861639 | Total |
| Program Services | 9861639 | ProgramServices |
| Management And General | 0 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Payments To Affiliates PaymentsToAffiliates
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 34225834 | Total |
| Program Services | 32693457 | ProgramServices |
| Management And General | 1505385 | ManagementAndGeneral |
| Fundraising | 26992 | Fundraising |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 598426 | Total |
| Program Services | 571138 | ProgramServices |
| Management And General | 27288 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Other Expenses OtherExpenses (5 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral | FundraisingFundraising |
|---|---|---|---|---|
| HOSPITAL PROVIDER FEE | 9307580 | 9307580 | 0 | 0 |
| BAD DEBT | 1285677 | 1285677 | 0 | 0 |
| PATENT EXPENSE | 117997 | 117997 | 0 | 0 |
| DUES AND SUBSCRIPTIONS | 1415499 | 746893 | 668606 | 0 |
| TAXES AND LICENSES | 523451 | 220355 | 303096 | 0 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 3348849 | Total |
| Program Services | 2323814 | ProgramServices |
| Management And General | 1025035 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 595699417 | Total |
| Program Services | 489767601 | ProgramServices |
| Management And General | 105666929 | ManagementAndGeneral |
| Fundraising | 264887 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 9676261 | BOY |
| EOY | 1850574 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 38426140 | BOY |
| EOY | 27893417 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1782193 | BOY |
| EOY | 1504700 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 99182195 | BOY |
| EOY | 103196252 | EOY |
Receivables From Officers Etc ReceivablesFromOfficersEtc
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 323378 | BOY |
| EOY | 100000 | EOY |
Other Notes Loans Receivable Net OtherNotesLoansReceivableNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 100000 | BOY |
| EOY | 467327 | EOY |
Inventories For Sale Or Use InventoriesForSaleOrUse
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 6215397 | BOY |
| EOY | 6515241 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3746039 | BOY |
| EOY | 9534094 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 658414523 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 323361549 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 314350558 | BOY |
| EOY | 335052974 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 58178744 | BOY |
| EOY | 78086197 | EOY |
Investments Other Securities InvestmentsOtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 17337952 | BOY |
| EOY | 28401131 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 21335002 | BOY |
| EOY | 24659625 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 570653859 | BOY |
| EOY | 617261532 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 72478093 | BOY |
| EOY | 83202195 | EOY |
Deferred Revenue DeferredRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 7727922 | BOY |
| EOY | 28311028 | EOY |
Tax Exempt Bond Liabilities TaxExemptBondLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 204400000 | BOY |
| EOY | 197755000 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 21109531 | BOY |
| EOY | 26486863 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 305715546 | BOY |
| EOY | 335755086 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 264938313 | BOY |
| EOY | 281506446 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 264938313 | BOY |
| EOY | 281506446 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 570653859 | BOY |
| EOY | 617261532 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | 20874579 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | -4306446 | ReconcilationOtherChanges |
| Info In Schedule O Part XII | X | InfoInScheduleOPartXII |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | false | AccountantCompileOrReview |
| FS Audited | true | FSAudited |
| Audit Committee | true | AuditCommittee |
| Financial Statement Consolidated | X | FinancialStatementConsolidated |
| Federal Grant Audit Required | true | FederalGrantAuditRequired |
| Federal Grant Audit Performed | true | FederalGrantAuditPerformed |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Hospital170b1 Aiii | X | Hospital170b1Aiii |
Schedule B IRS990ScheduleB
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | RESTRICTED | ContributorNumber |
Contributor Name Business ContributorNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor Address US ContributorAddressUS
| 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) |
|---|---|---|
| Aggregate Contributions | RESTRICTED | AggregateContributions |
Schedule C IRS990ScheduleC
| Field | Value | IRS element (for citing) |
|---|---|---|
| Org Belongs To Affiliated Group | X | OrgBelongsToAffiliatedGroup |
Total Grassroots Lobbying TotalGrassrootsLobbying
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 0 | FilingOrganizationsTotals |
| Affiliated Group Totals | 0 | AffiliatedGroupTotals |
Total Direct Lobbying TotalDirectLobbying
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 547607 | FilingOrganizationsTotals |
| Affiliated Group Totals | 547607 | AffiliatedGroupTotals |
Total Lobbying Expenditures TotalLobbyingExpenditures
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 547607 | FilingOrganizationsTotals |
| Affiliated Group Totals | 547607 | AffiliatedGroupTotals |
Other Exempt Purpose Expenditures OtherExemptPurposeExpenditures
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 595151810 | FilingOrganizationsTotals |
| Affiliated Group Totals | 1082841172 | AffiliatedGroupTotals |
Total Exempt Purpose Expenditures TotalExemptPurposeExpenditures
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 595699417 | FilingOrganizationsTotals |
| Affiliated Group Totals | 1083388779 | AffiliatedGroupTotals |
Lobbying Nontaxable LobbyingNontaxableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 1000000 | FilingOrganizationsTotals |
| Affiliated Group Totals | 1000000 | AffiliatedGroupTotals |
Grassroots Nontaxable GrassrootsNontaxableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 250000 | FilingOrganizationsTotals |
| Affiliated Group Totals | 250000 | AffiliatedGroupTotals |
Tot Lobbying Grassroot Minus Non Tx TotLobbyingGrassrootMinusNonTx
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 0 | FilingOrganizationsTotals |
| Affiliated Group Totals | 0 | AffiliatedGroupTotals |
Tot Lobby Expend Mns Lobbying Nontx TotLobbyExpendMnsLobbyingNontx
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 0 | FilingOrganizationsTotals |
| Affiliated Group Totals | 0 | AffiliatedGroupTotals |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form4720 Filed | false | Form4720Filed |
Lobbying Nontaxable Amount2 LobbyingNontaxableAmount2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | 1000000 | CurrentYearMinus3 |
| Current Year Minus2 | 1000000 | CurrentYearMinus2 |
| Current Year Minus1 | 1000000 | CurrentYearMinus1 |
| Current Year | 1000000 | CurrentYear |
| Total | 4000000 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Lobbying Ceiling | $6,000,000 | LobbyingCeilingAmount |
Total Lobbying Expenditures2 TotalLobbyingExpenditures2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | 420753 | CurrentYearMinus3 |
| Current Year Minus2 | 546691 | CurrentYearMinus2 |
| Current Year Minus1 | 543709 | CurrentYearMinus1 |
| Current Year | 547607 | CurrentYear |
| Total | 2058760 | Total |
Grassroots Nontaxable Amount2 GrassrootsNontaxableAmount2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | 250000 | CurrentYearMinus3 |
| Current Year Minus2 | 250000 | CurrentYearMinus2 |
| Current Year Minus1 | 250000 | CurrentYearMinus1 |
| Current Year | 250000 | CurrentYear |
| Total | 1000000 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grassroots Ceiling | $1,500,000 | GrassrootsCeilingAmount |
Grassroots Lobbying Expenditures GrassrootsLobbyingExpenditures
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | 0 | CurrentYearMinus3 |
| Current Year Minus2 | 0 | CurrentYearMinus2 |
| Current Year Minus1 | 0 | CurrentYearMinus1 |
| Current Year | 0 | CurrentYear |
| Total | 0 | Total |
Form990 Schedule C Part IV Form990ScheduleCPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | DIRECT AND INDIRECT POLITICAL CAMPAIGN ACTIVITIES | Identifier |
| Return Reference | SCHEDULE C, Part II-A | ReturnReference |
| Explanation | 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 MEDICAL CENTER INCURRED DIRECT LOBBYING EXPENDITURES IN THE AMOUNT OF $338,974, AND IN-HOUSE EXPENDITURES OF $208,633 DURING FISCAL YEAR 2011 RELATED TO THE FOLLOWING LOBBYING ACTIVITIES. FEDERAL LEGISTLATION: H.R. 4994 MEDICARE AND MEDICAID EXTENDERS ACT OF 2010 (PROVISIONS RELATED TO MEDICARE OUTPATIENT REIMBURSEMENT). INTERNAL STAFF ADVISED AND ADVOCATED ON THE LEGISLATION WITH POLICYMAKERS AND THEIR STAFF ON BEHALF OF THE INTERESTS OF THE ORGANIZATION. H.J. RES. 101 MAKING FURTHER CONTINUING APPROPRIATIONS FOR FISCAL YEAR 2011, AND FOR OTHER PURPOSES (PROVISIONS RELATED TO MEDICARE OUTPATIENT PAYMENT TO PPS EXEMPT CANCER CENTERS). INTERNAL STAFF ADVISED AND ADVOCATED ON THE LEGISLATION WITH POLICYMAKERS AND THEIR STAFF ON BEHALF OF THE INTERESTS OF THE ORGANIZATION. H.R. 2674 340 B IMPROVEMENT ACT OF 2011 (ALL PROVISIONS). INTERNAL STAFF ADVOCATED IN SUPPORT OF THE LEGISLATION (HR 2674) WITH POLICYMAKERS AND THEIR STAFF. HR 2219 FY2012 DEFENSE APPROPRIATIONS BILL (PROVISIONS RELATING TO MEDICAL RESEARCH FUNDING). INTERNAL STAFF AND FEDERAL REGISTERED LOBBYISTS REQUESTED SPECIFIC LEGISLATION TO FUND INSTITUTIONAL PROGRAMS THROUGH COMMUNICATIONS WITH POLICYMAKERS AND THEIR STAFF. FY2012 HOUSE AND SENATE DEFENSE AUTHORIZATION BILL (PROVISIONS RELATED TO MEDICAL RESEARCH). INTERNAL STAFF AND FEDERAL REGISTERED LOBBYISTS REQUESTED SPECIFIC LEGISLATION TO FUND INSTITUTIONAL PROGRAMS THROUGH COMMUNICATIONS WITH POLICYMAKERS AND THEIR STAFF. H.R. 1540 NATIONAL DEFENSE AUTHORIZATION ACT FOR FISCAL YEAR 2012 (PROVISIONS RELATED TO MEDICAL RESEARCH). INTERNAL STAFF AND FEDERAL REGISTERED LOBBYISTS REQUESTED SPECIFIC LEGISLATION TO FUND INSTITUTIONAL PROGRAMS THROUGH COMMUNICATIONS WITH POLICYMAKERS AND THEIR STAFF. FY2012 SENATE AND HOUSE LABOR, HHS, AND EDUCATION BILL (PROVISIONS RELATING TO NIH FUNDING). INTERNAL STAFF ADVISED AND ADVOCATED ON THE LEGISLATION WITH POLICYMAKERS AND THEIR STAFF ON BEHALF OF THE INTERESTS OF THE ORGANIZATION. STATE LEGISLATION: SB 289 (HERNANDEZ) REQUIRES DHCS TO WORK WITH PPS-EXEMPT CANCER CENTERS ON APPROPRIATE DRG MEDI-CAL PAYMENT SYSTEM. INTERNAL STAFF AND STATE REGISTERED LOBBYISTS REQUESTED, ADVOCATED AND DEVELOPED SPECIFIC MEDI-CAL LEGISLATION ON BEHALF OF THE ORGANIZATION THROUGH COMMUNICATION WITH POLICYMAKERS AND THEIR STAFF. SB 38(PADILLA) REQUIRES HOSPITALS AND CLINICS USING COMPUTED TOMOGRAPHY CT X-RAY SYSTEMS FOR HUMAN USE TO RECORD THE DOSE OF RADIATION PRODUCED DURING THE ADMINISTRATION OF CT X-RAY EXAMINATION. INTERNAL STAFF AND STATE REGISTERED LOBBYISTS ADVISED AND ADVOCATED ON THE SPECIFIC LEGISLATION WITH POLICYMAKERS AND THEIR STAFF ON BEHALF OF THE INTERESTS OF THE ORGANIZATION. SB 90 (STEINBERG) CREATES A SIX MONTH HOSPITAL FEE PROGRAM, COVERING JAN. 1, 2011 THROUGH JUNE 30, 2011 THAT BENEFITS MOST HOSPITALS. INTERNAL STAFF ADVISED AND ADVOCATED ON THE LEGISLATION WITH POLICYMAKERS AND THEIR STAFF ON BEHALF OF THE INTERESTS OF THE ORGANIZATION. SB 635 (HERNANDEZ) BEGINNING JANUARY 1, 2014, REQUIRES FUNDS DEPOSITED INTO THE MANAGED CARE ADMINISTRATIVE FINES AND PENALTIES FUND IN EXCESS OF $1,000,000 BE TRANSFERRED EACH YEAR TO THE OFFICE OF STATEWIDE HEALTH PLANNING AND DEVELOPMENT (OSHPD) FOR THE PURPOSE OF THE SONG-BROWN HEALTH CARE WORKFORCE TRAINING ACT OF 1973 (SONG-BROWN). INTERNAL STAFF AND STATE REGISTERED LOBBYISTS ADVOCATED IN SUPPORT OF THE LEGISLATION (SB 635). MEETINGS WITH STATE AGENCIES: INTERNAL STAFF AND STATE LOBBYIST MET WITH LEADERS IN DEPARTMENT OF HEALTH CARE SERVICES (DHCS) REGARDING DIAGNOSIS GROUP-RELATED PAYMENT SYSTEM AND NEW MEDI-CAL PAYMENT SYSTEM. INTERNAL STAFF AND STATE REGISTERED LOBBYISTS ADVISED AND ADVOCATED FOR SPECIFIC REIMBURSEMENT REGULATIONS TO DHCS STAFF ON BEHALF OF THE INTERESTS OF THE ORGANIZATION. INTERNAL STAFF AND STATE LOBBYIST MET WITH STAFF IN THE DEPARTMENT OF HEALTH AND HUMAN SERVICES REGARDING CLINICAL LABORATORY REGULATIONS. INTERNAL STAFF AND STATE LOBBYISTS ADVISED AND ADVOCATED FOR SPECIFIC REGULATIONS TO DHCS STAFF ON BEHALF OF THE INTERESTS OF THE ORGANIZATION. | Explanation |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Art Public Exhibition Amts | ArtPublicExhibitionAmts | |
| Held Works Of Art Amts | HeldWorksOfArtAmts |
Current Year CurrentYear
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 35350725 | BeginningOfYearBalance |
| Investment Earnings Or Losses | -1151279 | InvestmentEarningsOrLosses |
| End Of Year Balance | 34199446 | EndOfYearBalance |
Current Year Minus1 Year CurrentYearMinus1Year
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 31900646 | BeginningOfYearBalance |
| Investment Earnings Or Losses | 3450079 | InvestmentEarningsOrLosses |
| End Of Year Balance | 35350725 | EndOfYearBalance |
Current Year Minus2 Years CurrentYearMinus2Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 31123964 | BeginningOfYearBalance |
| Investment Earnings Or Losses | 776682 | InvestmentEarningsOrLosses |
| End Of Year Balance | 31900646 | EndOfYearBalance |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated EOY Balance | 1.00000 | BoardDesignatedEOYBalance |
| Permanent Endowment EOY Balance | 0.00000 | PermanentEndowmentEOYBalance |
| Term Endowment EOY Balance | 0.00000 | TermEndowmentEOYBalance |
| Endowments Held By Unrelated Orgs | false | EndowmentsHeldByUnrelatedOrgs |
| Endowments Held By Related Orgs | false | EndowmentsHeldByRelatedOrgs |
Land Land
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 48790564 | OtherCostOrOtherBasis |
| Book Value | 48790564 | BookValue |
Buildings Buildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 261666221 | OtherCostOrOtherBasis |
| Depreciation | 132947153 | Depreciation |
| Book Value | 128719068 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Leasehold Improvements | LeaseholdImprovements |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 302686928 | OtherCostOrOtherBasis |
| Depreciation | 190414396 | Depreciation |
| Book Value | 112272532 | BookValue |
Other Land Buildings OtherLandBuildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 45270810 | OtherCostOrOtherBasis |
| Book Value | 45270810 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 335052974 | TotalOfBookValueLandBuildings |
| Federal Income Tax Liability | 0 | FederalIncomeTaxLiability |
Other Liabilities OtherLiabilities (9 entries)
| DescriptionDescription | AmountAmount |
|---|---|
| ACCRUED INTEREST | $4,064,277 |
| INTEREST RATE SWAP LIABILITY | $2,108,285 |
| SELF INSURANCE LIABILITY | $350,000 |
| OTHER LIABILITIES | $185,172 |
| RETIREMENT FUND PAYABLE | $5,671,785 |
| DEFERRED LEASE EXPENSE | $2,615,762 |
| DUE TO AFFILIATE | $1,749,009 |
| WORKERS COMPENSATION LIABILITY | $8,651,637 |
| MISCELLANEOUS | $1,090,936 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 26486863 | TotalOfAmounts |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV (2 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| ENDOWMENT FUNDS | SCHEDULE D, PART V, LINE 4 | THE MEDICAL CENTER HAS ENDOWMENT FUNDS THAT ARE AVAILABLE TO FUND FUTURE RESEARCH, CAPITAL AND EXPANSION NEEDS AS DETERMINED BY MANAGEMENT AND THE CITY OF HOPE 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 THE MEDICAL CENTER: 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 HAS NO SIGNIFICANT UNCERTAIN TAX POSITION OR TAX LIABILITY FOR TAX BENEFITS, INTEREST OR PENALTIES ACCRUED AT SEPTEMBER 30, 2011 AND 2010. |
Schedule F IRS990ScheduleF
Accts Actvs Out US Table AcctsActvsOutUSTable (6 entries)
| RegionRegion | Number Of OfficesNumberOfOffices | Number Of EmployeesNumberOfEmployees | Type Of Activities ConductedTypeOfActivitiesConducted | Total ExpendituresTotalExpenditures | Specific Services ProvidedSpecificServicesProvided |
|---|---|---|---|---|---|
| Central America and the Caribbean | 0 | 0 | Investments | 10627431 | |
| East Asia and the Pacific | 0 | 0 | Program Services | 21862 | Business & education |
| Europe (Including Iceland and Greenland) | 0 | 0 | Program Services | 97370 | Business & education |
| North America | 0 | 0 | Program Services | 78604 | Business & education |
| Central America and the Caribbean | 0 | 0 | Program Services | 8958 | Business & education |
| South America | 0 | 0 | Program Services | 3974 | Business & education |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Number Of Offices | 0 | SubtotalNumberOfOffices |
| Subtotal Number Of Employees | 0 | SubtotalNumberOfEmployees |
| Total Number Of Offices | 0 | TotalNumberOfOffices |
| Total Number Of Employees | 0 | TotalNumberOfEmployees |
| Subtotal Amount Spent | 10838199 | SubtotalAmountSpent |
| Total Amount Spent | 10838199 | TotalAmountSpent |
| Transfer To Foreign Corp | true | TransferToForeignCorp |
| Interest In Foreign Trust | false | InterestInForeignTrust |
| Own Foreign Corp | true | OwnForeignCorp |
| Passive Foreign Invest Co | true | PassiveForeignInvestCo |
| Foreign Partnership | true | ForeignPartnership |
| Boycott Countries | false | BoycottCountries |
Form990 Schedule F Part V Form990ScheduleFPartV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | FOREIGN INVESTMENTS | Identifier |
| Return Reference | SCHEDULE F, PART I, LINE 3 | ReturnReference |
| Explanation | 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 A RESULT, THERE ARE INVESTMENTS HELD IN OFFSHORE HEDGE FUNDS, MAINLY REGISTERED AS CAYMAN EXEMPTED CORPORATIONS. THESE INVESTMENTS REPRESENT LESS THAN 8% OF THE MEDICAL CENTER'S OVERALL INVESTMENT PORTFOLIO AND HELP MITIGATE PORTFOLIO RISK. THE MEDICAL CENTER 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. SCHEDULE F, PART I, COLUMN F THE EXPENDITURES IN COLUMN F ARE DETERMINED USING THE ACCRUAL METHOD OF ACCOUNTING. | Explanation |
Schedule H IRS990ScheduleH
| Field | Value | IRS element (for citing) |
|---|---|---|
| Charity Care Policy | true | CharityCarePolicy |
| Written Policy | true | WrittenPolicy |
| Policy Applied To All Hospitals | X | PolicyAppliedToAllHospitals |
| FPG Reference Free Care | true | FPGReferenceFreeCare |
Other Percentage OtherPercentage
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | X | Other |
| Free Other Percentage | 400. | FreeOtherPercentage |
| Field | Value | IRS element (for citing) |
|---|---|---|
| FPG Reference Discounted Care | false | FPGReferenceDiscountedCare |
| Free Disc Care Medically Indigent | true | FreeDiscCareMedicallyIndigent |
| Amounts Budgeted For Charity Care | true | AmountsBudgetedForCharityCare |
| Expenses Exceeded Budget | false | ExpensesExceededBudget |
| Annual Community Benefit Report | true | AnnualCommunityBenefitReport |
| Report Publically Available | true | ReportPublicallyAvailable |
Charity Care At Cost CharityCareAtCost
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expense | 6917000 | TotalCommunityBenefitExpense |
| Direct Offsetting Revenue | 0 | DirectOffsettingRevenue |
| Net Community Benefit Expense | 6917000 | NetCommunityBenefitExpense |
| Percent Of Total Expense | 0.01160 | PercentOfTotalExpense |
Unreimbursed Medicaid UnreimbursedMedicaid
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expense | 105381192 | TotalCommunityBenefitExpense |
| Direct Offsetting Revenue | 95216765 | DirectOffsettingRevenue |
| Net Community Benefit Expense | 10164427 | NetCommunityBenefitExpense |
| Percent Of Total Expense | 0.01710 | PercentOfTotalExpense |
Total Charity Care TotalCharityCare
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expense | 112298192 | TotalCommunityBenefitExpense |
| Direct Offsetting Revenue | 95216765 | DirectOffsettingRevenue |
| Net Community Benefit Expense | 17081427 | NetCommunityBenefitExpense |
| Percent Of Total Expense | 0.02870 | PercentOfTotalExpense |
Community Health Services CommunityHealthServices
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expense | 367653 | TotalCommunityBenefitExpense |
| Direct Offsetting Revenue | 0 | DirectOffsettingRevenue |
| Net Community Benefit Expense | 367653 | NetCommunityBenefitExpense |
| Percent Of Total Expense | 0.00060 | PercentOfTotalExpense |
Health Professions Education HealthProfessionsEducation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expense | 855995 | TotalCommunityBenefitExpense |
| Direct Offsetting Revenue | 62555 | DirectOffsettingRevenue |
| Net Community Benefit Expense | 793440 | NetCommunityBenefitExpense |
| Percent Of Total Expense | 0.00130 | PercentOfTotalExpense |
Research Research
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expense | 51776046 | TotalCommunityBenefitExpense |
| Direct Offsetting Revenue | 10578877 | DirectOffsettingRevenue |
| Net Community Benefit Expense | 41197169 | NetCommunityBenefitExpense |
| Percent Of Total Expense | 0.06930 | PercentOfTotalExpense |
Cash And In Kind Contributions CashAndInKindContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expense | 2718972 | TotalCommunityBenefitExpense |
| Direct Offsetting Revenue | 0 | DirectOffsettingRevenue |
| Net Community Benefit Expense | 2718972 | NetCommunityBenefitExpense |
| Percent Of Total Expense | 0.00460 | PercentOfTotalExpense |
Total Other Benefits TotalOtherBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expense | 55718666 | TotalCommunityBenefitExpense |
| Direct Offsetting Revenue | 10641432 | DirectOffsettingRevenue |
| Net Community Benefit Expense | 45077234 | NetCommunityBenefitExpense |
| Percent Of Total Expense | 0.07580 | PercentOfTotalExpense |
Total Community Benefits TotalCommunityBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expense | 168016858 | TotalCommunityBenefitExpense |
| Direct Offsetting Revenue | 105858197 | DirectOffsettingRevenue |
| Net Community Benefit Expense | 62158661 | NetCommunityBenefitExpense |
| Percent Of Total Expense | 0.10450 | PercentOfTotalExpense |
Coalition Building CoalitionBuilding
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Building Expense | 422 | TotalCommunityBuildingExpense |
| Direct Offsetting Revenue | 0 | DirectOffsettingRevenue |
| Net Community Building Expense | 422 | NetCommunityBuildingExpense |
| Percent Of Total Expense | 0.00000 | PercentOfTotalExpense |
Workforce Development WorkforceDevelopment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Building Expense | 8924 | TotalCommunityBuildingExpense |
| Direct Offsetting Revenue | 0 | DirectOffsettingRevenue |
| Net Community Building Expense | 8924 | NetCommunityBuildingExpense |
| Percent Of Total Expense | 0.00000 | PercentOfTotalExpense |
Total Total
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Building Expense | 9346 | TotalCommunityBuildingExpense |
| Direct Offsetting Revenue | 0 | DirectOffsettingRevenue |
| Net Community Building Expense | 9346 | NetCommunityBuildingExpense |
| Percent Of Total Expense | 0.00000 | PercentOfTotalExpense |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bad Debt Expense Reported | true | BadDebtExpenseReported |
| Bad Debt Expense | $369,417 | BadDebtExpenseAmount |
| Amount Attributable To | 0 | AmountAttributableTo |
| Amount Reimbursed By Medicare | 98226881 | AmountReimbursedByMedicare |
| Cost Of Care Reimbursed By Medicare | 120692998 | CostOfCareReimbursedByMedicare |
| Medicare Surplus Or Shortfall | -22466117 | MedicareSurplusOrShortfall |
Costing Methodology Used CostingMethodologyUsed
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | X | Other |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Written Debt Collection Policy | true | WrittenDebtCollectionPolicy |
| Provision For Charity Care | true | ProvisionForCharityCare |
| Number Of Hospital Facilities | 1 | NumberOfHospitalFacilities |
Form990 Schedule H Part V Section A Form990ScheduleHPartVSectionA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Facility Number | 1 | FacilityNumber |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CITY OF HOPE NATIONAL MEDICAL CENTER | BusinessNameLine1 |
Address Address
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1500 EAST DUARTE ROAD | AddressLine1 |
| City | DUARTE | City |
| State | CA | State |
| ZIP Code | 91010 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Licensed Hospital | X | LicensedHospital |
| General Medical And Surgical | X | GeneralMedicalAndSurgical |
| Research Facility | X | ResearchFacility |
| Other | SHORT-TERM SPECIALTY HOSPITAL | Other |
Form990 Schedule H Part V Section B Form990ScheduleHPartVSectionB
Hospital Facility Name HospitalFacilityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CITY OF HOPE NATIONAL MEDICAL CENTER | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Hospital Facility Number | 1 | HospitalFacilityNumber |
Form990 Schedule H Part VI Form990ScheduleHPartVI (12 entries)
| IdentifierIdentifier | ExplanationExplanation | Return ReferenceReturnReference |
|---|---|---|
| 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 AND SETTING WHERE RENDERED TO THE RESPECTIVE PATIENT. THE DISCOUNT IS ALSO EXTENDED TO PATIENTS THAT QUALIFY FOR THE MEDICAL CENTER'S CHARITY CARE PROGRAM FOR THE OUT OF POCKET PORTION OF CARE THAT IS BEYOND THE CHARITY CARE COVERAGE AMOUNT THE PATIENT QUALIFIED FOR. THE CHARGES CAN BE FURTHER DISCOUNTED IN THE FORM OF A PROMPT PAYMENT DISCOUNT, IF THE PAYMENT IS AGREED TO IN ADVANCE AND MADE BY THE PATIENT WITHIN 30 DAYS OF RECEIPT OF THE MEDICAL CENTER'S BILL. PART I, LINE 6A THE COMMUNITY BENEFIT DATA FOR the MEDICAL CENTER APPEARS IN THE CITY OF HOPE COMMUNITY BENEFIT REPORT. | |
| PART I, LINE 7 | THE AMOUNTS REPORTED IN THIS SECTION WERE DETERMINED USING COST ACCOUNTING METHODOLOGY WHICH CAPTURES THE TRUE COST OF TREATING PATIENTS. THESE AMOUNTS INCLUDE BOTH DIRECT AND INDIRECT COSTS AND INCLUDES ALL PATIENT SEGMENTS SUCH AS INPATIENT AND OUTPATIENT, PRIVATE INSURANCE, MANAGED CARE, MEDICARE, MEDI-CAL AND OTHER INSURERS AND THE UNINSURED OR UNDERINSURED. SCHEDULE H, PART I, LINE 7, COLUMN F BAD DEBT EXPENSE OF $1,285,677 WAS INCLUDED IN FORM 990, PART IX, LINE 25, BUT IS EXCLUDED FOR THE PURPOSE OF CALCULATING THE PERCENTAGE OF TOTAL COMMUNITY BENEFIT EXPENSE. THE CALIFORNIA HOSPITAL FEE PROGRAM (THE PROGRAM) WAS SIGNED INTO LAW BY THE GOVERNOR OF CALIFORNIA AND BECAME EFFECTIVE ON JANUARY 1, 2010. AMENDING LEGISLATION, TO CONFORM TO CHANGES REQUESTED BY THE CENTERS FOR MEDICARE & MEDICAID SERVICES (CMS) DURING THE APPROVAL PROCESS, WAS SIGNED INTO LAW BY THE GOVERNOR OF CALIFORNIA AND BECAME EFFECTIVE SEPTEMBER 8, 2010. THE PRIMARY LEGISLATION (AB 1383) AND AMENDING LEGISLATION (AB 1653) CONTAINS TWO COMPONENTS. THE QUALITY ASSURANCE FEE ACT GOVERNS THE "HOSPITAL FEE" OR "QUALITY ASSURANCE FEE" (QA FEE) PAID BY PARTICIPATING HOSPITALS. 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. ON JANUARY 20, 2011, CMS GAVE FINAL APPROVAL OF THE PROGRAM. DURING THE YEAR ENDED SEPTEMBER 30, 2011, THE MEDICAL CENTER MADE PAYMENTS TO THE CALIFORNIA DEPARTMENT OF HEALTH CARE SERVICES (DHCS) FOR THE QA FEE IN THE AMOUNT OF $9,307,580 AND RECEIVED $46,391,850 IN SUPPLEMENTAL PAYMENTS, WHICH WERE RECORDED AS PROGRAM EXPENSES AND AN INCREASE TO NET PATIENT SERVICES REVENUES, RESPECTIVELY. THE PAYMENT AND RECEIPTS PERTAINED TO THE APPROVED PERIOD FROM APRIL 1, 2009 THROUGH DECEMBER 31, 2010. THE QA FEE OF $9,307,580 HAS BEEN INCLUDED IN SCHEDULE H PART I LINE 7B COLUMN (C) TOTAL COMMUNITY BENEFIT EXPENSE. THE SUPPLEMENTAL PAYMENTS TOTALING $46,391,850 HAVE BEEN INCLUDED IN SCHEDULE H PART I LINE 7B COLUMN (D) DIRECT OFFSETTING REVENUE. THE MEDICAL CENTER ALSO ENTERED INTO AN ENFORCEABLE PLEDGE AGREEMENT WITH THE CALIFORNIA HEALTH FOUNDATION AND TRUST (CHFT), AGREEING TO MAKE CONTRIBUTIONS TO THE CHFT BASED ON A PRE-DESCRIBED CALCULATION METHODOLOGY. THESE FUNDS WILL BE USED BY CHFT TO SUPPORT CHARITABLE ACTIVITIES AT VARIOUS INDEPENDENT HOSPITALS AND HOSPITALS AND HEALTH SYSTEMS IN CALIFORNIA, INCLUDING MEASURES TO ALLEVIATE DISTORTIONS, INTERRUPTIONS AND DISPARITIES POTENTIALLY RESULTING FROM SHORT-TERM CHANGES IN GOVERNMENT HEALTH CARE REIMBURSEMENT PROGRAMS, INCLUDING THE HOSPITAL FEE TO BE IMPOSED ON HOSPITALS UNDER THE PROGRAM. DURING 2011, THE MEDICAL CENTER MADE PAYMENTS TOTALING $2,710,788 UNDER THE CHFT PLEDGE AGREEMENT, WHICH HAVE ALSO BEEN INCLUDED AS A COMPONENT OF PROGRAM SERVICE EXPENSE. THE $2,710,988 IS INCLUDED IN SCHEDULE H PART I LINE 7I COLUMN (C) TOTAL COMMUNITY BENEFIT EXPENSE. | |
| PART II | COMMUNITY BUILDING ACTIVITIES SHOWN ON SCHEDULE H AND VALUED AT $9,346 INCLUDE ACTIVITIES CLASSIFIED AS "WORKFORCE DEVELOPMENT." WORKFORCE DEVELOPMENT PROGRAM ENCOMPASS MENTORSHIP/INTERACTIVE LEARNING PROGRAMS DESIGNED TO HELP LOCAL HIGH SCHOOL STUDENTS EXPLORE CAREER OPTIONS IN HEALTH CARE OR BASIC SCIENCE RESEARCH: GROUNDHOG JOB SHADOW DAY, CAREER DAY, THE SUMMER HIGH SCHOOL MENTORSHIP PROGRAM AND SCIENCE FIELD DAY. CITY OF HOPE PLANS WORKFORCE DEVELOPMENT ACTIVITIES IN PARTNERSHIP WITH THE CITY OF DUARTE, LOCAL BUSINESSES AND COMMUNITY-BASED ORGANIZATIONS THROUGH THE COMMUNITY OF PROMISE PROJECT. DUARTE'S PROMISE IS PART OF AMERICA'S PROMISE, A NATIONAL VOLUNTEER-BASED INITIATIVE TO SUPPORT YOUTH DEVELOPMENT. "COMMUNITIES OF PROMISE" ARE BROADLY DEFINED AS COMMUNITY -WIDE ALLIANCES WORKING TOWARD A COMMON GOAL OF DELIVERING FIVE PROMISES KNOWN TO HAVE A SIGNIFICANT IMPACT ON YOUTH. THOSE PROMISES ARE: AN ON-GOING RELATIONSHIP WITH A CARING ADULT, SAFE PLACES AND STRUCTURED ACTIVITIES DURING SCHOOL HOURS, A HEALTHY START, MARKETABLE SKILLS THROUGH EFFECTIVE EDUCATION AND COMMUNITY SERVICE OPPORTUNITIES. WITH MORE THAN 4,000 EMPLOYEES, THE MEDICAL CENTER IS THE LARGEST EMPLOYER IN DUARTE. IN ADDITION TO GENERATING A HIGH VOLUME AND WIDE ARRAY OF JOB OPPORTUNITIES, THE MEDICAL CENTER PARTICIPATES IN THE DUARTE UNIFIED SCHOOL DISTRICT'S REGIONAL OCCUPATIONAL PROGRAM, THROUGH WHICH THE ORGANIZATION EMPLOYS AREA YOUTH AND HELPS THEM DEVELOP MARKETABLE SKILLS. MANY PROGRAM ALUMNI NOW WORK AT THE MEDICAL CENTER. PARTICIPATION BY A MEDICAL CENTER PROGRAM EVALUATOR/ HEALTH EDUCATOR IN MEETINGS OF THE WEST SAN GABRIEL VALLEY HEALTH COUNCIL (WSGV) AND THE DUARTE HEALTHY CITIES COLLABORATIVE IS CLASSIFIED ON SCHEDULE H AS "COALITION-BUILDING." THE GOAL OF THE WSGV HEALTH COUNCIL (WHICH IS NO LONGER ACTIVE) WAS TO ADVANCE THE HEALTH OF OUR COMMUNITY BY PROMOTING PROGRAM SHARING AND COLLABORATION AMONG HOSPITALS AND COMMUNITY-BASED ORGANIZATIONS IN THE WEST SAN GABRIEL VALLEY. THE GOAL OF THE DUARTE HEALTHY CITIES COLLABORATIVE IS TO FOSTER PUBLIC AND PRIVATE PARTNERSHIP IN ADVANCING COMMUNITY WELL-BEING. | COMMUNITY BUILDING ACTIVITIES |
| PART III, LINE 4 | BAD DEBT AT COST IS DETERMINED BY USING ACTUAL BAD DEBT EXPENSE/WRITE-OFF AMOUNT TIMES THE MEDICAL CENTER'S COST TO CHARGE RATIO. BAD DEBT EXPENSE/WRITE-OFF AMOUNT IS THE FINAL AMOUNT NET OF ANY PAYMENTS ON THE RELATED ACCOUNTS. NO DISCOUNTS ARE GIVEN ON BAD DEBT ACCOUNTS. BAD DEBT IS CLASSIFIED AS AN OPERATING EXPENSE IN THE FINANCIAL STATEMENTS, IN ACCORDANCE WITH HFMA STATEMENT 15. 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 BILL. BAD DEBT MUST BE RELATED TO COVERED SERVICES AND DERIVED FROM DEDUCTIBLES AND COINSURANCE AMOUNTS. REASONABLE COLLECTION EFFORTS ARE MADE TO COLLECT THE DEBT. THE DEBT MUST ACTUALLY BE UNCOLLECTED WHEN CLAIMED AS WORTHLESS AND 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. | |
| PART III, LINE 8 | IN ADDITION TO BEING A NCI-DESIGNATED COMPREHENSIVE CANCER CENTER, THE MEDICAL CENTER IS A FOUNDING MEMBER OF THE NATIONAL COMPREHENSIVE CANCER NETWORK (NCCN), AN ALLIANCE OF 21 OF THE NATION'S LEADING CANCER CENTERS THAT DEFINES AND SETS 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. The Medical Center AND OTHER NCCN PARTNERS ENHANCE THE EFFECTIVENESS AND EFFICIENCY OF CANCER CARE DELIVERY THROUGH THE ONGOING COLLECTION, SYNTHESIS AND ANALYSIS OF OUTCOME DATA. GIVEN THE INSTITUTION'S FOCUS ON CANCER AND 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 CANCER 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. COSTING METHODOLOGY USED: MEDICARE COST IS BASED ON THE MEDICARE COST REPORT WHICH COMBINES ROUTINE AND ANCILLARY COSTS. THE CALCULATION OF THE COST FOR ANCILLARY SERVICES IS BASED ON A RATIO OF COST TO CHARGES AND ROUTINE SERVICES ARE BASED ON DIRECT ROUTINE COSTS, ALLOCATED BASED ON THE MEDICARE PATIENT DAYS AS A PERCENT OF THE TOTAL PATIENT DAYS. | |
| 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 AND TO DEVELOP ALTERNATIVE PAYMENT ARRANGEMENTS. PATIENT ACCOUNTS WILL NOT BE SENT TO COLLECTION PENDING COMPLETION OF FINANCIAL COUNSELING. A PATIENT WILL BE GIVEN NOTICE AT LEAST SEVEN BUSINESS DAYS BEFORE HIS OR HER FILE 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 OF 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. | |
| PART VI, LINE 2 | THE MEDICAL CENTER COMPLETED ITS LAST TRIENNIAL COMMUNITY HEALTH NEEDS ASSESSMENT IN 2010. PRIMARY DATA WAS COLLECTED THROUGH TELEPHONE INTERVIEWS WITH COMMUNITY REPRESENTATIVES WHO WERE KNOWLEDGEABLE ABOUT CANCER-RELATED NEEDS IN THE MEDICAL CENTER'S COMMUNITY. INTERVIEWS COMPLETED REFLECTED A CROSS-SECTION OF THE COMMUNITY AND INCLUDED SCHOOLS, GOVERNMENT AGENCIES, MENTAL HEALTH AGENCIES, COMMUNITY HOSPITALS, ADVOCACY ORGANIZATIONS AND ORGANIZATIONS FOCUSED ON SERVING INDIVIDUALS IMPACTED BY CANCER. A TOTAL OF 62 INTERVIEWS WERE COMPLETED. TO DEVELOP A DEMOGRAPHIC AND HEALTH STATUS PROFILE OF THE COMMUNITY, DATA WAS GATHERED FROM SUCH SOURCES AS THE UNITED STATES CENSUS BUREAU, THE AMERICAN CANCER SOCIETY, THE California DEPARTMENT OF HEALTH SERVICES AND THE LOS ANGELES COUNTY DEPARTMENT OF HEALTH SERVICES. | NEEDS ASSESSMENT |
| PART VI, LINE 3 | PATIENTS AND PERSONS WHO MAY BE BILLED FOR PATIENT CARE ARE INFORMED ABOUT THEIR 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 PATIENTS' NEED FOR ASSISTANCE WITH HOUSING, TRANSPORTATION, OBTAINING MEDICATIONS, AND OTHER FINANCIAL SUPPORT AND ELIGIBILITY FROM STATE AND FEDERAL PROGRAMS IS CONDUCTED. SOCIAL WORKERS AND OTHER MEDICAL CENTER STAFF REFER PATIENTS TO A MEDICAL CENTER RESOURCES COORDINATOR, WHO HELPS PATIENT'S AND FAMILY 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 OUTPATIENT. 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 AND FINANCIAL TIPS AND TOOLS WORKSHOP. BOTH OF THESE PROGRAMS ARE OFFERED IN ENGLISH AND SPANISH TO EVERY NEW PATIENT. INDIVIDUAL COUNSELING IS ALSO OFFERED TO PATIENTS WHO SPEAK OTHER LANGUAGES. IN JUNE 2009, THE MEDICAL CENTER INTRODUCED SUPPORTSCREEN, A HANDHELD, TOUCH-SCREEN TECHNOLOGY THAT ENABLES PATIENTS TO ANSWER QUESTIONS ABOUT THEIR PSYCHOLOGICAL, EMOTIONAL, PHYSICAL, REHABILITATIVE, SOCIAL AND FINANCIAL CONCERNS, SO THAT STAFF CAN HELP PATIENTS ADDRESS POTENTIAL PROBLEMS AND BARRIERS TO CARE. THE SYSTEM ENABLES STAFF TO PROMPTLY FOLLOW UP WITH PATIENTS WHO ARE SIGNIFICANTLY CONCERNED ABOUT FINANCIAL ISSUES AND WANT MORE INFORMATION OR SOMEONE TO TALK TO ABOUT ASSISTANCE AND RESOURCES. | PATIENT EDUCATION OF ELIGIBILITY FOR ASSISTANCE |
| PART VI, LINE 4 | WHILE THE MEDICAL CENTER'S RESEARCH ADVANCES TREATMENT WORLDWIDE, OUR PRIMARY SERVICE AREA COVERS THE FOUR SOUTHERN CALIFORNIA COUNTIES OF LOS ANGELES, ORANGE, SAN BERNARDINO AND RIVERSIDE. MORE THAN FOUR (4) MILLION PEOPLE RESIDE IN THE MEDICAL CENTER'S PRIMARY SERVICE AREA. LOCATED IN THE CITY OF DUARTE, WHICH PRIDES ITSELF AS THE "CITY OF HEALTH", DUARTE IS A RICHLY DIVERSE COMMUNITY WITH A POPULATION OF 21,742 LOCATED IN THE SAN GABRIEL VALLEY IN NORTHEAST LOS ANGELES COUNTY. THE MEDICAL CENTER AND THE CITY OF DUARTE HAVE WORKED TOGETHER TO IMPROVE HEALTH IN THE COMMUNITY FOR MANY YEARS, AS DEMONSTRATED BY OUR LONG-TERM COLLABORATION ON THE DUARTE HEALTHY CITIES AND COMMUNITY OF PROMISE PROJECTS. DUARTE WAS PART OF THE ORIGINAL GROUP OF TEN CITIES SELECTED IN 1989 TO PARTICIPATE IN THE CALIFORNIA HEALTHY CITIES PROJECT. OVER THE YEARS, THE CITY OF DUARTE HAS ENGAGED IN A WIDE ARRAY OF HEALTHY CITIES ACTIVITIES RANGING FROM BICYCLE AND PEDESTRIAN SAFETY TO INTER-GENERATIONAL MENTORING AND NUTRITION AND PHYSICAL ACTIVITY. THE MEDICAL CENTER HAS BEEN A PARTNER IN THE DUARTE HEALTHY CITIES PROJECT SINCE THE INCEPTION OF THE CALIFORNIA HEALTHY CITIES INITIATIVE. APPROXIMATELY 12% OF THE MEDICAL CENTER'S PATIENT POPULATION IS ON MEDI-CAL. MORE THAN ONE IN FOUR (26.0%) ADULTS AGED 18-64 YEARS IN LOS ANGELES COUNTY AND MORE THAN ONE IN FIVE ADULTS (22.5% IN THE SAN GABRIEL VALLEY ARE UNINSURED. THE MEDICAL CENTER CONTRIBUTES FURTHER TO THE LOCAL ECONOMY BY GENERATING SUBSTANTIAL REVENUE FOR RESTAURANTS AND OTHER BUSINESSES IN THE DUARTE AREA. | COMMUNITY INFORMATION |
| PART VI, LINE 5 | THE MEDICAL CENTER'S BOARD OF DIRECTORS IS COMPOSED OF PROMINENT LEADERS IN THE COMMUNITY, BUSINESS ARENA AND PHILANTHROPIC WORLD. AS ONE OF THE NATION'S 40 NATIONAL CANCER INSTITUTE-DESIGNATED COMPREHENSIVE CANCER CENTERS, THE MEDICAL CENTER SERVES A VITAL ROLE IN ITS COMMUNITY. THE MEDICAL CENTER INTEGRATES BASIC, CLINICAL, PREVENTION, DISEASE CONTROL AND POPULATION RESEARCH. 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 A NET TOTAL OF $41,197,169 IN CANCER RESEARCH IN FISCAL YEAR 2011. THE MEDICAL CENTER'S SISTER CORPORATION, THE BECKMAN RESEARCH INSTITUTE OF THE CITY OF HOPE, FUNDED A TOTAL OF $90,100,000 OF BASIC SCIENTIFIC RESEARCH AT CITY OF HOPE IN DISEASE INVESTIGATION, MEDICAL AND BIOMEDICAL RESEARCH INCLUDING DNA SYNTHESIS AND CELL ANALYSIS. THE BECKMAN RESEARCH INSTITUTE IS A MEDICAL RESEARCH ORGANIZATION AND DOES NOT FILE SCHEDULE H ALONG WITH ITS FORM 990. THE AMOUNT OF RESEARCH FUNDED BY THE BECKMAN RESEARCH INSTITUTE IS NOT INCLUDED IN THE CALCULATION OF THE MEDICAL CENTER'S COMMUNITY BENEFIT REFLECTED IN SCHEDULE H, PART I, LINE 7A OF THIS RETURN. 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. HOSPITAL FACILITIES SERVE AS VITAL SITES FOR CLINICAL TRAINING AND AS VENUES FOR CONFERENCES. 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 A NUMBER OF HANDS-ON FELLOWSHIPS AND RESIDENCIES IN AN ARRAY OF AREAS, FROM CANCER GENETICS AND BONE MARROW TRANSPLANTATION TO SURGICAL ONCOLOGY AND MOLECULAR EPIDEMIOLOGY. THE DEPARTMENT OF CONTINUING MEDICAL EDUCATION, IN COLLABORATION WITH MANY OF THE DIVISIONS AT THE MEDICAL CENTER, OFFERS EXTRAMURAL, LOCAL, REGIONAL AND NATIONAL OUTREACH PROGRAMS. ON FEBRUARY 24, 2011, OUR CME PROGRAM UNDERWENT THE AMERICAN COUNCIL FOR CONTINUING MEDICAL EDUCATION ("ACCME") RE-ACCREDITATION REVIEW. ON JULY 22, 2011 THE ACCME APPRISED US OF THEIR DECISION TO AWARD OUR PROGRAM ITS SECOND CONSECUTIVE ACCREDITATION WITH COMMENDATION CITING COMPLIANCE IN ALL 22 CRITERIA AND ACCREDITATION POLICIES AND CHARACTERIZING 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." THE MEDICAL CENTER OFFERS THE "ASK THE EXPERTS" COMMUNITY EDUCATION SERIES AND COMMUNITY EDUCATION FORUM ON CONTEMPORARY ISSUES SUCH AS HEALTH CARE REFORM. AT THESE EDUCATION PROGRAMS PHYSICIANS, RESEARCHERS AND STAFF DISCUSS DISEASES, TREATMENTS AND RESEARCH AND RESPOND TO QUESTIONS FROM THE PUBLIC. AT ANY GIVEN TIME, THE MEDICAL CENTER CONDUCTS MORE THAN 300 CLINICAL TRIALS, INVOLVING 25 PERCENT OF ITS PATIENTS, DEMONSTRATING ITS COMMITMENT TO BRINGING NEW, MORE EFFECTIVE TREATMENTS TO PATIENTS. THE NATIONAL AVERAGE IS LESS THAN 5 PERCENT. THE MEDICAL CENTER OFFERS AN EXTENSIVE ARRAY OF PROGRAMS AND SERVICES THAT SERVE STUDENTS, POSTDOCTORAL TRAINEES, PHYSICIANS, NURSES, OTHER HEALTH-CARE PROFESSIONALS AND THE PUBLIC. THE MEDICAL CENTER'S FACILITIES SERVE AS VITAL SITES FOR CLINICAL TRAINING AND AS VENUES FOR PROFESSIONAL MEDICAL CONFERENCES, MEETINGS AND TRAINING SESSIONS. 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 AND HOSPITAL ADMINISTRATION. PROGRAM ALUMNI GO ON TO PROVIDE HEALTH CARE IN OUR COMMUNITIES. TECHNICAL ASSISTANCE PROVIDED TO GOVERNMENT AGENCIES AND COMMUNITY ORGANIZATIONS, CONTRIBUTIONS TO THE RESEARCH LITERATURE AND LEADERSHIP OF COMMUNITY BOARDS ARE A FEW ADDITIONAL EXAMPLES OF WAYS IN WHICH THE MEDICAL CENTER PROMOTES THE HEALTH OF ITS COMMUNITY. | PROMOTION OF COMMUNITY HEALTH |
| PART VI, LINE 6 | A MYRIAD OF CONTRIBUTIONS TO COMMUNITY WELL-BEING MADE BY THE BECKMAN RESEARCH INSTITUTE 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 CITY OF HOPE'S 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 STRENGTHENED ITS COMMITMENT TO COMMUNITY COLLABORATION IN 2006 BY ESTABLISHING CCARE. ALL OF CCARE'S ACTIVITIES ARE COMMUNITY COLLABORATIONS. COLLABORATORS INCLUDE THE AMERICAN CANCER SOCIETY, COUNTY AND MUNICIPAL HEALTH AND RECREATION DEPARTMENTS, COMMUNITY HOSPITALS, SCHOOL DISTRICTS, HEALTH CLINICS, SURVIVOR-ADVOCACY ORGANIZATIONS AND THE WELLNESS COMMUNITY. THE EAT, MOVE, LIVE PROGRAM OFFERED TO PARENTS AND CHILDREN IN DUARTE BY CCARE IS ONLY ONE AMONG SCORES OF INITIATIVES THAT CCARE HAS ORGANIZED TO ADVANCE COMMUNITY ENGAGEMENT AND MINORITY INCLUSION. THE DIVISION OF NURSING RESEARCH AND EDUCATION, WHICH IS ALSO 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. NURSING RESEARCH AND EDUCATION OFFERS THE FOLLOWING COURSES: 1. ADVOCATING FOR CLINICAL EXCELLENCE 2. END OF LIFE NURSING EDUCATION 3. PAIN RESOURCE NURSE TRAINING COURSE 4. SURVIVORSHIP TRAINING COURSE FOR NURSES 5. EXCELLENCE IN CANCER EDUCATION AND LEADERSHIP THE NON-PROFIT MEDICAL FOUNDATION WAS LAUNCHED ON JUNE 1, 2011. THE NEW MEDICAL FOUNDATION HAS FOSTERED INCREASED COLLABORATION BETWEEN PHYSICIANS AND THE MEDICAL CENTER IN PROVIDING PATIENT CARE AND SERVING THE COMMUNITY. THE MEDICAL FOUNDATION OPERATES THE FOLLOWING OUTPATIENT CLINIC FACILITIES, SOUTH PASADENA CANCER CENTER IN PASADENA, CALIFORNIA AND THE GERI AND RICHARD BRAWERMAN AMBULATORY CARE CENTER IN DUARTE, CALIFORNIA AND CLINICS IN SANTA CLARITA, LANCASTER AND GLENDALE, CALIFORNIA. 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 FARTHER INTO THE COMMUNITY. | AFFILIATED HEALTH CARE SYSTEM |
| PART VI, LINE 7 | THE MEDICAL CENTER'S COMMUNITY BENEFIT REPORT IS FILED IN THE STATE OF CALIFORNIA. | STATE FILING OF COMMUNITY BENEFIT REPORT |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Records Maintained | true | RecordsMaintained |
Recipient Table RecipientTable
Recipient Name Business RecipientNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CALIFORNIA HEALTH FOUNDATION TRUST | BusinessNameLine1 |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1215 K STREET SUITE 800 | AddressLine1 |
| City | SACRAMENTO | City |
| State | CA | State |
| ZIP Code | 95814 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN Of Recipient | 941498697 | EINOfRecipient |
| IRC Section | 501 (C) 3 | IRCSection |
| Amount Of Cash Grant | 2710788 | AmountOfCashGrant |
| Purpose Of Grant | SEE PART IV. | PurposeOfGrant |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Nbr Of501 C3 And Govt Grants | 1 | TotalNbrOf501C3AndGovtGrants |
| Total Nbr Of Other Organizations | 0 | TotalNbrOfOtherOrganizations |
Form990 Schedule I Part IV Form990ScheduleIPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | PURPOSE OF GRANT OR ASSISTANCE | Identifier |
| Return Reference | PART II, LINE 2, COLUMN H | ReturnReference |
| Explanation | 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 HOSPITAL FEE PROGRAM. | Explanation |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Discretionary Spending Account | X | DiscretionarySpendingAccount |
| Housing Allowance Or Residence | X | HousingAllowanceOrResidence |
| Club Dues Or Fees | X | ClubDuesOrFees |
| Written Policy Re T And E Expenses | false | WrittenPolicyReTAndEExpenses |
| Substantiation Required | false | SubstantiationRequired |
| Compensation Committee | X | CompensationCommittee |
| Independent Consultant | X | IndependentConsultant |
| Form990 Of Other Organizations | X | Form990OfOtherOrganizations |
| Written Employment Contract | X | WrittenEmploymentContract |
| Compensation Survey | X | CompensationSurvey |
| Board Or Committee Approval | X | BoardOrCommitteeApproval |
| Severance Payment | true | SeverancePayment |
| Supplemental Nonqual Retire Plan | true | SupplementalNonqualRetirePlan |
| Equity Based Comp Arrangement | false | EquityBasedCompArrangement |
| Comp Based On Revenue Of Filing Org | false | CompBasedOnRevenueOfFilingOrg |
| Comp Based On Revenue Related Orgs | false | CompBasedOnRevenueRelatedOrgs |
| Comp Based Net Earnings Filing Org | false | CompBasedNetEarningsFilingOrg |
| Comp Based Net Earnings Relate Orgs | false | CompBasedNetEarningsRelateOrgs |
| Any Non Fixed Payments | true | AnyNonFixedPayments |
| Initial Contract Exception | false | InitialContractException |
Form990 Schedule J Part II Form990ScheduleJPartII (18 entries)
| Base Compensation Filing OrgBaseCompensationFilingOrg | Comp Based On Related OrgsCompBasedOnRelatedOrgs | Bonus Filing OrgBonusFilingOrg | Bonus Related OrgsBonusRelatedOrgs | Other Compensation Filing OrgOtherCompensationFilingOrg | Other Compensation Related OrgsOtherCompensationRelatedOrgs | Deferred Comp Filing OrgDeferredCompFilingOrg | Deferred Comp Related OrgsDeferredCompRelatedOrgs | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrg | Nontaxable Benefits Related OrgsNontaxableBenefitsRelatedOrgs | Total Compensation Filing OrgTotalCompensationFilingOrg | Total Compensation Related OrgsTotalCompensationRelatedOrgs | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrg | Comp Report Prior990 Related OrgsCompReportPrior990RelatedOrgs |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Alexandra Levine MD | |||||||||||||
| 158246 | 0 | 217789 | 0 | 219914 | 0 | 3193 | 0 | 7215 | 0 | 606357 | 0 | 93864 | 0 |
| Dale Walter Adams | |||||||||||||
| 247796 | 0 | 62621 | 0 | 12182 | 0 | 24446 | 0 | 26215 | 0 | 373260 | 0 | 0 | 0 |
| Deborah Gac | |||||||||||||
| 257413 | 0 | 113329 | 0 | 183867 | 0 | 6387 | 0 | 21732 | 0 | 582728 | 0 | 32200 | 0 |
| Debra F Fields | |||||||||||||
| 312331 | 0 | 154111 | 0 | 48196 | 0 | 20228 | 0 | 32920 | 0 | 567786 | 0 | 0 | 0 |
| Dennis F Rusch | |||||||||||||
| 320805 | 0 | 143850 | 0 | 268523 | 0 | 175982 | 0 | 19700 | 0 | 928860 | 0 | 67748 | 0 |
| Elizabeth Dunne | |||||||||||||
| 369807 | 0 | 137976 | 0 | 105897 | 0 | 7664 | 0 | 7972 | 0 | 629316 | 0 | 56568 | 0 |
| Gregory Schetina | |||||||||||||
| 303697 | 0 | 126025 | 0 | 25521 | 0 | 20228 | 0 | 30328 | 0 | 505799 | 0 | 0 | 0 |
| Joyce Niland | |||||||||||||
| 323583 | 0 | 24499 | 0 | 1419 | 0 | 36750 | 0 | 9800 | 0 | 396051 | 0 | 0 | 0 |
| Michael A Friedman MD | |||||||||||||
| 717890 | 0 | 469740 | 0 | 198328 | 0 | 20228 | 0 | 27962 | 0 | 1434148 | 0 | 0 | 0 |
| Richard Thompson | |||||||||||||
| 269236 | 0 | 65154 | 0 | 70875 | 0 | 7664 | 0 | 15417 | 0 | 428346 | 0 | 13629 | 0 |
| Robert Powell | |||||||||||||
| 0 | 239694 | 0 | 109186 | 27360 | 144740 | 6387 | 0 | 4141 | 23544 | 37888 | 517164 | 0 | 41268 |
| Robert W Stone | |||||||||||||
| 443820 | 0 | 216203 | 0 | 35764 | 0 | 20228 | 0 | 25979 | 0 | 741994 | 0 | 0 | 0 |
| Shirley Ann Johnson | |||||||||||||
| 260096 | 0 | 65285 | 0 | 9983 | 0 | 25480 | 0 | 24682 | 0 | 385526 | 0 | 0 | 0 |
| Tim Schultheiss | |||||||||||||
| 336766 | 0 | 0 | 0 | 1486 | 0 | 36750 | 0 | 3463 | 0 | 378465 | 0 | 0 | 0 |
| Valerie Bingham | |||||||||||||
| 185385 | 0 | 33696 | 0 | 391 | 0 | 14815 | 0 | 21311 | 0 | 255598 | 0 | 0 | 0 |
| Virginia Opipare | |||||||||||||
| 467366 | 0 | 234699 | 0 | 66330 | 0 | 7664 | 0 | 24364 | 0 | 800423 | 0 | 0 | 0 |
| Warren Chandler | |||||||||||||
| 305707 | 0 | 97561 | 0 | 15706 | 0 | 31916 | 0 | 20561 | 0 | 471451 | 0 | 0 | 0 |
| Theodore G Krontiris PHD | |||||||||||||
| 0 | 264451 | 0 | 0 | 0 | 1750 | 0 | 36750 | 0 | 22075 | 0 | 325026 | 0 | 0 |
Form990 Schedule J Part III Form990ScheduleJPartIII (3 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| QUESTIONS REGARDING COMPENSATION | SCHEDULE J PART 1, LINE 1A | MICHAEL FRIEDMAN, M.D. IS PROVIDED A HOUSING ALLOWANCE WHICH HAS BEEN INCLUDED IN OTHER REPORTABLE COMPENSATION. MICHAEL FRIEDMAN, M.D. IS PROVIDED WITH SOCIAL CLUB MEMBERSHIPS FOR WHICH DETAILED BUSINESS RECEIPTS MUST BE SUBMITTED INDICATING THE BUSINESS PURPOSES ASSOCIATED WITH SERVICES AND THE PERSONAL USE ASSOCIATED WITH SERVICES. HE IS NOT REIMBURSED FOR THE PERSONAL PORTION OF THESE SERVICES. THE AMOUNT OF SOCIAL CLUB DUES INCLUDED IN OTHER REPORTABLE COMPENSATION COLUMN B(III) WAS $75 DURING ENDED DECEMBER 31, 2010. 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. SEVERANCE OR CHANGE OF CONTROL PAYMENTS SCHEDULE J, PART I, LINE 4A THE MEDICAL CENTERS'S OFFICERS AND KEY EMPLOYEES ARE ELIGIBLE TO RECEIVE FAIR COMPENSATION FOR A SPECIFIED PERIOD 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. DURING 2010 THE MEDICAL CENTER MADE SEPARATION PAYMENTS TO DENNIS RUSCH ($77,088), DEBBIE GAC ($61,923), ROBERT POWELL ($11,742). BECKMAN RESEARCH INSTITUTE MADE A SEPARATION PAYMENT TO ROBERT POWELL ($46,968). THESE AMOUNTS HAVE BEEN INCLUDED IN SCHEDULE J PART II OTHER REPORTABLE COMPENSATION COLUMN B(III). PARTICIPATION IN NON-QUALIFIED 457(F) PLAN SCHEDULE J, PART I, LINE 4B THE MEDICAL CENTER 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 AND MAINTAINED TO PROVIDE A SELECT GROUP OF MANAGEMENT OR HIGHLY COMPENSATED EMPLOYEES WITH DEFERRED COMPENSATION. 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 ON BEHALF OF THE PARTICIPANT BY THE MEDICAL CENTER. THE FOLLOWING INDIVIDUALS WITHDREW THE REFERENCED AMOUNTS TO COVER SUCH TAXES DURING THE CALENDAR YEAR ENDING DECEMBER 31, 2010: ELIZABETH DUNNE $43,725 DEBRA FIELDS $3,751 VIRGINIA OPIPARE $9,603 GREGORY SCHETINA $4,005 ROBERT STONE $7,956 THESE AMOUNTS HAVE BEEN INCLUDED IN THE PARTICIPANTS INCOME ON SCHEDULE J PART II COLUMN B(III) OTHER REPORTABLE COMPENSATION. THE FOLLOWING INDIVIDUALS TERMINATED THEIR EMPLOYMENT WITH THE MEDICAL CENTER OR BECKMAN RESEARCH INSTITUTE DURING THE CALENDAR YEAR ENDING DECEMBER 31, 2010 AND RECEIVED DISTRIBUTIONS FROM THE PLAN IN THE FOLLOWING AMOUNTS: DEBBIE GAC $59,421 ALEXANDRA LEVINE $95,177 ROBERT POWELL $66,069 DENNIS RUSCH $109,371 THESE AMOUNTS HAVE BEEN REPORTED AS TAXABLE COMPENSATION TO THE INDIVIDUALS EITHER IN PRIOR YEARS OR IN THE CURRENT YEAR. |
| NON-FIXED COMPENSATION PAYMENTS | SCHEDULE J, PART I, LINE 7 | THE MEDICAL CENTER'S 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 INCENTIVE 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). |
| BEN HOROWITZ | FORM 990, PART VII | MR. BEN HOROWITZ IS A NON-VOTING, HONORARY MEMBER OF THE CITY OF HOPE BOARD OF DIRECTORS. HE IS ALSO A BOARD MEMBER OF THE MEDICAL CENTER AND THE BECKMAN RESEARCH INSTITUTE. MR. HOROWITZ WAS PRESIDENT AND CHIEF EXECUTIVE OFFICER OF THE CITY OF HOPE FROM 1953 TO 1986. UPON HIS RETIREMENT, THE BOARD VOTED HIM A MONTHLY RETIREMENT BENEFIT IN RECOGNITION OF HIS EXTRAORDINARY LONG-TERM CONTRIBUTIONS TO THE CITY OF HOPE. MR. HOROWITZ WAS PAID $110,000 IN CALENDAR YEAR 2010 IN CONNECTION WITH A GRAND-FATHERED PRE-1986 DEFERRED COMPENSATION PLAN. THIS AMOUNT IS INCLUDED IN Form 990, Part VII, REPORTABLE COMPENSATION. THIS STIPEND IS UNRELATED TO THE FACT THAT SUBSEQUENT TO HIS RETIREMENT HE WAS ELECTED TO THE BOARD OF DIRECTORS OF THE MEDICAL CENTER AND BECKMAN RESEARCH INSTITUTE. |
Schedule K IRS990ScheduleK
Form990 Schedule K Part I Form990ScheduleKPartI
Issuer Name IssuerName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ABAG FINANCE AUTHORITY FOR NONPROFIT CORPORATIONS | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Issuer EIN | 943130123 | IssuerEIN |
| Date Issued | 2006-05-26 | DateIssued |
| Issue Price | 60000000 | IssuePrice |
| Description Of Purpose | Health Care Facility Construct | DescriptionOfPurpose |
| Defeased | false | Defeased |
| On Behalf Of Issuer | false | OnBehalfOfIssuer |
| Pool Financing | false | PoolFinancing |
Form990 Schedule K Part II Form990ScheduleKPartII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Amount Retired | 0 | AmountRetired |
| Amount Bond Defeased | 0 | AmountBondDefeased |
| Total Proceeds | 62708991 | TotalProceeds |
| Amount In Reserve Fund | 0 | AmountInReserveFund |
| Capitalized Interest | 0 | CapitalizedInterest |
| Refunding Escrow | 0 | RefundingEscrow |
| Issuance Costs From Proceeds | 680611 | IssuanceCostsFromProceeds |
| Credit Enhancement | 0 | CreditEnhancement |
| Working Capital Expenditures | 0 | WorkingCapitalExpenditures |
| Capital Expenditures | 62028380 | CapitalExpenditures |
| Other Spent Proceeds | 0 | OtherSpentProceeds |
| Amount Unspent | 0 | AmountUnspent |
| Year Of Subst Completion | 2010 | YearOfSubstCompletion |
| Current Refunding | false | CurrentRefunding |
| Advance Refunding | false | AdvanceRefunding |
| Final Allocation Made | true | FinalAllocationMade |
| Adequate Books And Recds Maintaind | true | AdequateBooksAndRecdsMaintaind |
Form990 Schedule K Part III Form990ScheduleKPartIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Owning Bond Financed Property | false | OwningBondFinancedProperty |
| Any Lease Arrangements | false | AnyLeaseArrangements |
| Mngment Cntrct Bond Financd Prprty | true | MngmentCntrctBondFinancdPrprty |
| Any Research Agreements | true | AnyResearchAgreements |
| Bond Counsel Routinely Engaged | false | BondCounselRoutinelyEngaged |
| Prcntge Prvt Business Use By Others | 0.00162 | PrcntgePrvtBusinessUseByOthers |
| Percentage Of Prvt Business Re UBI | 0.00000 | PercentageOfPrvtBusinessReUBI |
| Total Private Business Use | 0.00162 | TotalPrivateBusinessUse |
| Post Issuance Compliance Procdrs | true | PostIssuanceComplianceProcdrs |
Form990 Schedule K Part IV Form990ScheduleKPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form8038 T Filed | false | Form8038TFiled |
| Variable Rate Issue | true | VariableRateIssue |
| Hedge Identified In Books And Recds | true | HedgeIdentifiedInBooksAndRecds |
Name Of Hedge Provider NameOfHedgeProvider
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Union Bank of CA | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Term Of Hedge | 9. | TermOfHedge |
| Superintegrated Hedge | true | SuperintegratedHedge |
| Hedge Terminated | false | HedgeTerminated |
| Gross Proceeds Invested In GIC | false | GrossProceedsInvestedInGIC |
| Gross Proceeds Invested | false | GrossProceedsInvested |
| Exception To Rebate | false | ExceptionToRebate |
Form990 Schedule K Part V Form990ScheduleKPartV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | BOND COUNSEL ENGAGEMENT | Identifier |
| Return Reference | SCHEDULE K, PART III, LINE 3C | ReturnReference |
| Explanation | THE ORGANIZATION HAS INSIDE COUNSEL EXPERIENCED WITH BUSINESS USE RESTRICTIONS TO REVIEW MANAGEMENT OR SERVICE CONTRACTS OR RESEARCH AGREEMENTS RELATING TO FINANCED PROPERTY. | Explanation |
Schedule L IRS990ScheduleL
Loan Table LoanTable
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | THEODORE KRONTIRIS | NamePerson |
| Purpose Of Loan | MORTGAGE SUBSIDY | PurposeOfLoan |
| Loan From Organization | X | LoanFromOrganization |
| Original Principal | $100,000 | OriginalPrincipalAmount |
| Balance Due | 100000 | BalanceDue |
| Default | false | Default |
| Approved By Board | true | ApprovedByBoard |
| Written Agreement | true | WrittenAgreement |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Balance Due | 100000 | TotalBalanceDue |
Form990 Schedule L Part V Form990ScheduleLPartV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | LOANS TO/FROM INTERESTED PERSONS | Identifier |
| Return Reference | SCHEDULE L PART II | ReturnReference |
| Explanation | THEODORE KRONTIRIS, M.D., PHD, WAS THE MEDICAL CENTER'S EXECUTIVE VICE PRESIDENT FOR MEDICAL AND SCIENTIFIC AFFAIRS AND CANCER CENTER DIRECTOR. HE RESIGNED THIS POSITION DURING FISCAL YEAR 2008. PRIOR TO THIS, DR. KRONTIRIS WAS RECRUITED IN 1996 TO JOIN THE RESEARCH STAFF OF THE MEDICAL CENTER AS A CONSULTING PHYSICIAN IN THE DEPARTMENT OF HEMATOLOGY. AS PART OF THE RECRUITMENT, THE MEDICAL CENTER MADE A LOAN TO DR. KRONTIRIS TO ASSIST HIM WITH THE COST OF RELOCATING FROM MASSACHUSETTS. DR. KRONTIRIS CONTINUED TO MAKE INTEREST PAYMENTS ON THE LOAN DURING FISCAL YEAR 2011. THE INTEREST ONLY LOAN IN THE PRINCIPAL AMOUNT OF $100,000, WAS ISSUED AND IS CARRIED ON THE MEDICAL CENTER'S BOOKS AND BEARS INTEREST AT THE RATE OF 6.68 PERCENT PER ANNUM. THE LOAN IS SECURED BY REAL PROPERTY IN THE STATE OF CALIFORNIA AND IS DUE THE EARLIER OF OCTOBER 2, 2012 OR THE TERMINATION OF DR. KRONTIRIS' EMPLOYMENT. DR. KRONTIRIS CONTINUES TO BE EMPLOYED BY THE BECKMAN RESEARCH INSTITUTE, A RELATED TAX-EXEMPT ORGANIZATION. | Explanation |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (9 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| ORGANIZATION'S MISSION | FORM 990, PART III, LINE 1 | CITY OF HOPE [COLLECTIVELY REFERRING TO CITY OF HOPE, THE MEDICAL CENTER, THE MEDICAL FOUNDATION, BECKMAN RESEARCH INSTITUTE, AND CITY OF HOPE AUXILIARIES], 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. |
| EXEMPT PURPOSE ACHIEVEMENTS | FORM 990, PART III, LINE 4A | PATIENT CARE: THE MEDICAL CENTER PROVIDES ACUTE CARE MEDICAL SERVICES. MOST OF THE PATIENTS AT THE MEDICAL CENTER ARE BEING TREATED FOR SOME FORM OF CANCER, INCLUDING LEUKEMIA AND LYMPHOMA, AND COLORECTAL, PROSTATE, GYNECOLOGIC AND BREAST CANCERS. SOME SERVICES ARE PROVIDED THROUGH CHARITY CARE FUNDING FOR PATIENTS MEETING FINANCIAL ELIGIBILITY AND CLINICAL CRITERIA AND TO PERSONS WITHOUT INSURANCE OR WHO ARE UNDERINSURED. THE MEDICAL CENTER ALSO SUBSIDIZES CARE FOR PATIENTS COVERED BY MEDI-CAL AND MEDICARE PROGRAMS. ALL PATIENTS TREATED AT THE MEDICAL CENTER BENEFIT FROM THE LATEST TECHNOLOGIES COMBINED WITH A CULTURE OF COMPASSIONATE CARE. THE MEDICAL CENTER'S FOCUS ON TRANSLATIONAL MEDICINE HEIGHTENS THE COLLABORATION BETWEEN MEMBERS OF THE CARE TEAM AND RESEARCHERS FROM THROUGHOUT THE ORGANIZATION. EDUCATION AND PROESSIONAL DEVELOPMENT ALSO ARE CORE ACTIVITIES AT THE MEDICAL CENTER. SINCE 1976, MORE THAN 10,000 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 DEVELOPING THE CONCEPT OF STEM CELL TRANSPLANTATION TO TREAT AUTOIMMUNE DISEASES AND EVEN DIABETES. THE MEDICAL CENTER IS ALSO A NATIONAL LEADER IN THE FIELD OF MINIMALLY INVASIVE SURGERY. PHYSICIANS AT THE MEDICAL CENTER HAVE PERFORMED MORE ROBOTIC UROLOGIC PROCEDURES THAN ANY OTHER CENTER IN THE WORLD. THE MEDICAL CENTER ALSO PIONEERED ROBOTIC SURGERY FOR RECTAL CANCER AND IS AN EMERGING LEADER IN ROBOTIC SURGERY FOR HEAD AND NECK CANCERS. PHYSICIANS AT THE MEDICAL CENTER HAVE ALSO BROKEN NEW GROUND IN EMPLOYING TARGETED RADIATION. THESE TECHNIQUES DELIVER DOSES DIRECTLY TO DISEASED TISSUE, POTENTIALLY MINIMIZING DAMAGE TO PATIENTS' HEALTHY TISSUE WHILE MAXIMIZING CANCER-KILLING TREATMENT. THE SHERI & LES BILLER PATIENT AND FAMILY RESOURCE CENTER SERVES AS THE HUB FOR 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 HEALTH-CARE PROFESSIONALS, INCLUDING PSYCHOLOGISTS, PSYCHIATRISTS AND PALLIATIVE CARE PHYSICIANS, PARTNER WITH PATIENTS AND FAMILIES TO ALLEVIATE PAIN AND DISTRESS RELATED TO DISEASE AND TREATMENT. 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. WITH A HISTORY OF SIGNIFICANT CONTRIBUTIONS TO THE FIELD OF DIABETES, THE MEDICAL CENTER IS 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 IN THE FIELDS OF DIABETES AND HIV-AIDS. APPROXIMATELY 25 PERCENT OF THE MEDICAL CENTER PATIENTS ARE ENROLLED IN CLINICAL TRIALS, COMPARED TO THE NATIONAL AVERAGE OF LESS THAN 5 PERCENT. AT ANY GIVEN TIME, THE MEDICAL CENTER CONDUCTS MORE THAN 300 CLINICAL STUDIES. THESE TRIALS PROVIDE PATIENTS WITH ACCESS TO THE NEWEST APPROACHES TO COMBATING DISEASES WHILE HELPING DEVELOP THE TREATMENTS OF TOMORROW. FOR INSTANCE, THE MEDICAL CENTER IS THE FIRST INSTITUTION IN THE WORLD TO PERFORM A CLINICAL STUDY THAT USES NEURAL STEM CELLS TO TARGET GLIOMA, A DEADLY FORM OF BRAIN CANCER THAT IS ALMOST ALWAYS FATAL. THE MEDICAL CENTER PROVIDES INSTITUTIONALLY-SUPPORTED RESEARCH GRANTS, RESIDENCY AND FELLOWSHIP PROGRAMS AND TRAINING AND CONTINUING EDUCATION FOR PHYSICIANS, NURSES AND HEALTH PROFESSIONALS FROM WITHIN AND OUTSIDE OF THE INSTITUTION. FACULTY AND STAFF FROM THE MEDICAL CENTER SERVE ON NATIONAL ORGANIZATIONS AND POLICY AND REGULATORY 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. PUBLIC INFORMATION AND EDUCATION: THE MEDICAL CENTER CONDUCTS MEDICAL EDUCATION PROGRAMS AND PUBLIC FORUMS TO INFORM AND EDUCATE THE PUBLIC. THE MEDICAL CENTER IS COMMITTED TO SERVING THE COMMUNITY THROUGH EDUCATION AND SUPPORT SERVICES, CANCER AWARENESS PROGRAMS, HEALTH FAIRS AND EDUCATIONAL FORUMS FOR COMMUNITY GROUPS AND BUSINESSES. 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. THIS DEPARTMENT EXAMINES THE CAUSES AND RISKS OF CANCER AND DISPARITIES IN CANCER OUTCOMES IN VARIOUS POPULATIONS. IT INVESTIGATES GENETIC MARKERS LINKED TO CANCER RISK AND SEEKS TO IMPROVE THE QUALITY OF LIFE FOR CANCER SURVIVORS. THE CENTER FOR CANCER SURVIVORSHIP PROVIDES SPECIALIZED, LONG-TERM FOLLOW-UP CARE FOR CANCER SURVIVORS AND CONDUCTS CRITICAL RESEARCH SHARED WITH OTHER INSTITUTIONS. |
| GOVERNANCE, MANAGEMENT AND DISCLOSURES | FORM 990, PART VI, SECTION A, LINE 2 | ONE BOARD MEMBER, BEN HOROWITZ, IS THE FATHER OF FELLOW BOARD MEMBER JODY HOROWITZ MARSH. FORM 990, PART VI, SECTION A LINE 4 SIGNIFICANT CHANGES TO ORGANIZATIONAL DOCUMENTS ON FEBRUARY 11, 2011, THE BOARD OF DIRECTORS OF CITY OF HOPE, THE SOLE CORPORATE MEMBER OF THE MEDICAL CENTER, APPROVED CHANGES TO THE BYLAWS OF THE MEDICAL CENTER. THE FIRST SUBSTANTIVE CHANGE CONFORMED THE BYLAWS TO CHANGES IN THE LAW REGARDING VACANCIES ON THE BOARD. IN THE PAST, 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. THE SECOND SUBSTANTIVE CHANGE INCREASED PHYSICIAN PARTICIPATION IN GOVERNANCE BY ADDING TWO DEDICATED SEATS FOR PHYSICIANS ON THE BOARD OF DIRECTORS OF THE MEDICAL CENTER AS PART OF, AND CONTINGENT ON THE CONSUMMATION OF, THE TRANSACTION IN WHICH THE CITY OF HOPE MEDICAL FOUNDATION WAS FORMED. THE PHYSICIANS ARE NOMINATED BY THE BOARD OF DIRECTORS OF THE MEDICAL GROUP THAT EMPLOYS THEM AND THAT PROVIDES CLINICAL AND TEACHING, ADMINISTRATIVE AND RESEARCH SERVICES TO THE FOUNDATION PURSUANT TO A PROFESSIONAL SERVICES AGREEMENT BETWEEN THE FOUNDATION AND THE MEDICAL GROUP. THE NOMINATIONS ARE SUBJECT TO THE APPROVAL OF CITY OF HOPE'S BOARD OF DIRECTORS. ALL OTHER CHANGES TO THE BYLAWS WERE CLARIFYING AND MINOR IN NATURE. FORM 990, PART VI, SECTION A, LINE 6 CITY OF HOPE (95-3435919) IS THE SOLE CORPORATE MEMBER OF THE MEDICAL CENTER. FORM 990, PART VI, SECTION A, LINE 7A THE SOLE CORPORATE MEMBER, CITY OF HOPE, ELECTS DIRECTORS TO THE BOARD OF THE MEDICAL CENTER. FORM 990, PART VI, SECTION A, LINE 7B CERTAIN ACTIONS MAY NOT BE UNDERTAKEN WITHOUT THE PRIOR WRITTEN APPROVAL OF THE SOLE CORPORATE MEMBER, CITY OF HOPE, AS SPECIFIED IN THE GOVERNING DOCUMENTS OF THE MEDICAL CENTER, INCLUDING: BORROW MONEY IN THE NAME OF THE MEDICAL CENTER OR UTILIZE 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. |
| POLICIES | FORM 990, PART VI, SECTION B, LINE 11B | A COPY OF THE MEDICAL CENTER'S 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 THE MEDICAL CENTER. CITY OF HOPE'S AUDIT COMMITTEE ALSO SERVES AS THE AUDIT COMMITTEE OF THE MEDICAL CENTER. 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 MEDICAL CENTER'S 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 WEB-BASED PORTAL. CITY OF HOPE IS THE SOLE CORPORATE MEMBER OF THE MEDICAL CENTER. ADDITIONALLY, CERTAIN MEMBERS OF THE CITY OF HOPE BOARD OF DIRECTORS ALSO SERVE AS BOARD MEMBERS OF THE MEDICAL CENTER. FORM 990, PART VI, SECTION B, LINE 12C ALL EMPLOYEES OF CITY OF HOPE AND AFFILIATES, MEMBERS OF THE BOARDS 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 SUCH CONFLICT DISCLOSURES ARE MADE BY THE CHIEF RISK OFFICER, GENERAL COUNSEL AND, AS APPLICABLE, THE CHAIR OF THE BOARD OR 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 THE 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); AND PROHIBITION FROM PARTICIPATING AS A PRINCIPAL INVESTIGATOR IN RESEARCH, AND DISCLOSURE OF FINANCIAL INTEREST IN RESEARCH STUDY INFORMED CONSENT FORMS AND PUBLICATIONS. MONITORING TRANSACTIONS FOR CONFLICTS 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 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 OF THE BOARD OF DIRECTORS ("COMMITTEE"), PURSUANT TO A DELEGATION OF AUTHORITY FROM THE CITY OF HOPE BOARD OF DIRECTORS, IS RESPONSIBLE FOR SETTING THE COMPENSATION OF THE 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 AND BENCHMARK DATA, AND 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 FOR CITY OF HOPE AND AFFILIATES IS DESIGNED TO ASSIST CITY OF HOPE IN ATTRACTING AND RETAINING THE CALIBER OF EXECUTIVES REQUIRED TO ENABLE CITY OF HOPE 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 SUBSTANTIAL PORTION OF EXECUTIVE COMPENSATION IS LINKED DIRECTLY TO PERFORMANCE GOALS APPROVED IN ADVANCE BY THE EXECUTIVE COMPENSATION 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 MEASURES SUCH AS PATIENT SATISFACTION AND QUALITY OF PATIENT CARE. AS A CONSEQUENCE, PERFORMANCE COMPENSATION MAY VARY FROM YEAR TO YEAR. 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 ARE REVIEWED BY THIS COMMITTEE. |
| DISCLOSURES | FORM 990, PART VI, SECTION C, LINE 19 | THE MEDICAL CENTER'S GOVERNING DOCUMENTS ARE NOT MADE AVAILABLE TO THE PUBLIC, HOWEVER THE ORGANIZATION'S 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 CONFLICT OF INTEREST MANAGER. |
| HOURS WORKED | FORM 990, PART VII, COLUMN B | 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 MEDICAL CENTER'S BOARD OF DIRECTORS HELD 5 REGULARLY SCHEDULED MEETINGS DURING FISCAL YEAR 2011. THE COMMITTEES HAD VARYING NUMBERS OF MEETINGS DURING FISCAL YEAR 2011. THE FOLLOWING INDIVIDUALS HAVE SPLIT THEIR TIME BETWEEN ENTITIES AS INDICATED: MICHAEL A. FRIEDMAN 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 WHILE ROBERT POWELL IS LISTED AS HAVING COMPENSATION FROM THE MEDICAL CENTER, THE COMPENSATION IS ASSOCIATED WITH A VACATION AND HOLIDAY PAYOUT AND OTHER TERMINATION BENEFITS. THE COMPENSATION IS NOT DUE TO THE HOURS WORKED FOR, OR DEVOTED TO, THE MEDICAL CENTER. |
| RECONCILIATION OF NET ASSETS | PART XI, LINE 5 | OTHER CHANGES IN NET ASSETS ARE DETAILED AS FOLLOWS: UNREALIZED GAIN INTEREST RATE SWAP AGREEMENT $208,404 UNREALIZED LOSS ON INVESTMENTS ($4,514,850) _____________ ($4,306,446) UNREALIZED GAINS AND LOSSES ARE NOT RECORDED FOR TAX PURPOSES, BUT ARE RECORDED ON THE CONSOLIDATED FINANCIAL STATEMENTS UNDER GENERALLY ACCEPTED ACCOUNTING PRINCIPLES. |
| AUDITED FINANCIAL STATEMENTS | FORM 990, PART XII | AUDITED CONSOLIDATED FINANCIAL STATEMENTS ARE ISSUED FOR CITY OF HOPE AND AFFILIATES. THIS AFFILIATED GROUP INCLUDES CITY OF HOPE, CITY OF HOPE AUXILIARIES, GENBASIX, INC., THE MEDICAL CENTER, THE MEDICAL FOUNDATION, ONCOLOGY MANAGEMENT SERVICES, INC. AND BECKMAN RESEARCH INSTITUTE. NO STAND-ALONE AUDITS ARE PERFORMED OR ISSUED FOR the MEDICAL CENTER. THE AUDITED CONSOLIDATED FINANCIAL STATEMENTS ARE REVIEWED ANNUALLY BY THE AUDIT COMMITTEE OF THE BOARD OF DIRECTORS OF CITY OF HOPE BEFORE FINALIZATION AND ISSUANCE. |
| HOURS DEVOTED FOR RELATED ORGANIZATION | FORM 990 PART VII | NAME:Theodore G Krontiris PHD TITLE:Former Officer HOURS:60 |
Schedule R IRS990ScheduleR
Form990 Schedule R Part II Form990ScheduleRPartII (3 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EINEIN | Primary ActivitiesPrimaryActivities | Legal Domicile StateLegalDomicileState | Exempt Code SectionExemptCodeSection | Public Charity StatusPublicCharityStatus | Business Name Line1DirectControllingEntityName/BusinessNameLine1 |
|---|---|---|---|---|---|---|---|---|---|
| CITY OF HOPE | |||||||||
| 1500 EAST DUARTE ROAD | DUARTE | CA | 91010 | 953435919 | FUNDRAISING | CA | 501(c)(3) | 7 | NA |
| 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 | HEALTHCARE | CA | 501(c)(3) | 3 | City of Hope |
Form990 Schedule R Part IV Form990ScheduleRPartIV (2 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EINEIN | Primary ActivityPrimaryActivity | Legal Domicile StateLegalDomicileState | Business Name Line1DirectControllingEntityName/BusinessNameLine1 | Type Of EntityTypeOfEntity | Share Of Total IncomeShareOfTotalIncome | Share Of EOY AssetsShareOfEOYAssets | Percentage OwnershipPercentageOwnership |
|---|---|---|---|---|---|---|---|---|---|---|---|
| ONCOLOGY MANAGEMENT SERVICES INC | |||||||||||
| 1500 EAST DUARTE ROAD | DUARTE | CA | 91010 | 330557670 | LEASING AGENT | CA | NA | C CORP | 0 | 0 | 1.00000 |
| GENBASIX INC | |||||||||||
| 1500 EAST DUARTE ROAD | DUARTE | CA | 91010 | 911949357 | GENOMICS | DE | CITY OF HOPE | C CORP | 0 | 0 | 0.00000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Ann Rents Royalties | false | ReceiptOfIntAnnRentsRoyalties |
| Gift Grant Or Cap Contr To Other Org | false | GiftGrantOrCapContrToOtherOrg |
| Gift Grant Or Cap Contr Fr Other Org | false | GiftGrantOrCapContrFrOtherOrg |
| Loans Or Guarantees To Other Org | false | LoansOrGuaranteesToOtherOrg |
| Loans Or Guarantees From Other Org | false | LoansOrGuaranteesFromOtherOrg |
| Sale Of Assets To Other Org | false | SaleOfAssetsToOtherOrg |
| Purchase Of Assets From Other Org | false | PurchaseOfAssetsFromOtherOrg |
| Exchange Of Assets | false | ExchangeOfAssets |
| Rental Of Facilities To Other Orgs | true | RentalOfFacilitiesToOtherOrgs |
| Rental Of Facilities Fr Other Orgs | false | RentalOfFacilitiesFrOtherOrgs |
| Perform Of Services For Other Orgs | true | PerformOfServicesForOtherOrgs |
| Perform Of Services By Other Orgs | true | PerformOfServicesByOtherOrgs |
| Sharing Of Facilities | false | SharingOfFacilities |
| Sharing Of Paid Employees | true | SharingOfPaidEmployees |
| Reimbursement Paid To Other Org | true | ReimbursementPaidToOtherOrg |
| Reimbursement Paid By Other Org | true | ReimbursementPaidByOtherOrg |
| Other Transfer To Other Org | false | OtherTransferToOtherOrg |
| Other Transfer From Other Org | false | OtherTransferFromOtherOrg |
Transactions Related Orgs Table TransactionsRelatedOrgsTable (7 entries)
| Transaction TypeTransactionType | Amount InvolvedAmountInvolved |
|---|---|
| BECKMAN RESEARCH INSTITUTE OF CITY OF HOPE | |
| O | 1828282 |
| CITY OF HOPE MEDICAL FOUNDATION | |
| K | 630681 |
| GENBASIX INC | |
| 0 | |
| ONCOLOGY MANAGEMENT SERVICES INC | |
| 0 | |
| BECKMAN RESEARCH INSTITUTE OF CITY OF HOPE | |
| P | 56448575 |
| BECKMAN RESEARCH INSTITUT OF CITY OF HOPE | |
| N | 10535735 |
| CITY OF HOPE MEDICAL FOUNDATION | |
| L | 13401389 |
Affiliated Group Attachment AffiliatedGroupAttachment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Explanation | THE FOLLOWING ARE THE MEMBERS OF THE AFFILIATED GROUP: CITY OF HOPE (HAS NOT MADE A 501(H) ELECTION) 1500 EAST DUARTE ROAD, DUARTE, CA 91010 EIN = 95-3435919 GRASSROOTS LOBBYING AMOUNT = NONE TOTAL LOBBYING EXPENDITURES = NONE OTHER EXEMPT PURPOSE EXPENDITURES = $210,863,010 TOTAL EXEMPT PURPOSE EXPENDITURES = $210,863,010 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 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 CITY OF HOPE MEDICAL FOUNDATION (MEDICAL FOUNDATION)(HAS NOT MADE A 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 | Explanation |