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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 ReturnHeader

FieldValueIRS element (for citing)
Timestamp2012-08-15T10:18:00-05:00Timestamp
Tax Period End Date2011-09-30TaxPeriodEndDate

Preparer Firm PreparerFirm

Preparer Firm Business Name PreparerFirmBusinessName

FieldValueIRS element (for citing)
Business Name Line1ERNST & YOUNG US LLPBusinessNameLine1

Preparer Firm US Address PreparerFirmUSAddress

FieldValueIRS element (for citing)
Address Line118111 VON KARMAN AVENUE SUITE 1000AddressLine1
CityIRVINECity
StateCAState
ZIP Code92612ZIPCode
FieldValueIRS element (for citing)
Return Type990ReturnType
Tax Period Begin Date2010-10-01TaxPeriodBeginDate

Filer Filer

FieldValueIRS element (for citing)
EIN951683875EIN

Name Name

FieldValueIRS element (for citing)
Business Name Line1City of Hope National Medical CenterBusinessNameLine1
FieldValueIRS element (for citing)
Name ControlCITYNameControl
Phone6269305445Phone

US Address USAddress

FieldValueIRS element (for citing)
Address Line11500 East Duarte RoadAddressLine1
CityDuarteCity
StateCAState
ZIP Code91010ZIPCode

Officer Officer

FieldValueIRS element (for citing)
NameMICHAEL A FRIEDMANName
TitleCEO AND PRESIDENTTitle
Date Signed2012-07-23DateSigned

Preparer Preparer

FieldValueIRS element (for citing)
Phone9497942300Phone
FieldValueIRS element (for citing)
Tax Year2010TaxYear
Build TS2016-02-24 21:20:13ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Name Of Principal Officer PersonMICHAEL A FRIEDMAN MDNameOfPrincipalOfficerPerson

Address Principal Officer US AddressPrincipalOfficerUS

FieldValueIRS element (for citing)
Address Line11500 EAST DUARTE ROADAddressLine1
CityDUARTECity
StateCAState
ZIP Code91010ZIPCode
FieldValueIRS element (for citing)
Gross Receipts649745431GrossReceipts
Group Return For AffiliatesfalseGroupReturnForAffiliates
Organization501c3XOrganization501c3
Web Sitewww.cityofhope.orgWebSite
Type Of Organization CorporationXTypeOfOrganizationCorporation
Year Formation1948YearFormation
State Legal DomicileCAStateLegalDomicile
Activity Or Mission DescriptionTO 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 Body14NbrVotingMembersGoverningBody
Nbr Independent Voting Members14NbrIndependentVotingMembers
Total Nbr Employees3227TotalNbrEmployees
Total Nbr Volunteers276TotalNbrVolunteers
Total Gross UBI0TotalGrossUBI
Net Unrelated Business Txbl Income0NetUnrelatedBusinessTxblIncome
Contributions Grants Prior Year12289148ContributionsGrantsPriorYear
Contributions Grants Current Year17062011ContributionsGrantsCurrentYear
Program Service Revenue Prior Year535629496ProgramServiceRevenuePriorYear
Program Service Revenue CY593834500ProgramServiceRevenueCY
Investment Income Prior Year2859663InvestmentIncomePriorYear
Investment Income Current Year4571173InvestmentIncomeCurrentYear
Other Revenue Prior Year911844OtherRevenuePriorYear
Other Revenue Current Year1106312OtherRevenueCurrentYear
Total Revenue Prior Year551690151TotalRevenuePriorYear
Total Revenue Current Year616573996TotalRevenueCurrentYear
Grants And Similar Amnts Prior Year0GrantsAndSimilarAmntsPriorYear
Grants And Similar Amnts CY2718972GrantsAndSimilarAmntsCY
Benefits Paid To Members Prior Year0BenefitsPaidToMembersPriorYear
Benefits Paid To Members CY0BenefitsPaidToMembersCY
Salaries Etc Prior Year236979565SalariesEtcPriorYear
Salaries Etc Current Year252602787SalariesEtcCurrentYear
Total Prof Fundrsng Exp Prior Year0TotalProfFundrsngExpPriorYear
Total Prof Fundrsng Exp CY0TotalProfFundrsngExpCY
Total Fundrsng Exp Current Year264887TotalFundrsngExpCurrentYear
Other Expense Prior Year304641330OtherExpensePriorYear
Other Expenses Current Year340377658OtherExpensesCurrentYear
Total Expenses Prior Year541620895TotalExpensesPriorYear
Total Expenses Current Year595699417TotalExpensesCurrentYear
Revenues Less Expenses Prior Year10069256RevenuesLessExpensesPriorYear
Revenues Less Expenses CY20874579RevenuesLessExpensesCY
Total Assets BOY570653859TotalAssetsBOY
Total Assets EOY617261532TotalAssetsEOY
Total Liabilities BOY305715546TotalLiabilitiesBOY
Total Liabilities EOY335755086TotalLiabilitiesEOY
Net Assets Or Fund Balances BOY264938313NetAssetsOrFundBalancesBOY
Net Assets Or Fund Balances EOY281506446NetAssetsOrFundBalancesEOY
Info In Schedule O Part IIIXInfoInScheduleOPartIII
Mission DescriptionSEE SCHEDULE OMissionDescription
Significant New Program ServicesfalseSignificantNewProgramServices
Significant ChangefalseSignificantChange
Expense489767601Expense
Grants2718972Grants
Revenue593834500Revenue
DescriptionCITY OF HOPE NATIONAL MEDICAL CENTER PROGRAMS CONSIST OF PATIENT CARE, RESEARCH AND PUBLIC INFORMATION AND EDUCATION. SEE SCHEDULE O - EXEMPT PURPOSES ACHIEVEMENTS.Description
Activity2Activity2
Activity3Activity3
Total Program Service Expense489767601TotalProgramServiceExpense
Described In501 C3trueDescribedIn501C3
Schedule B RequiredtrueScheduleBRequired
Political ActivitiesfalsePoliticalActivities
Lobbying ActivitiestrueLobbyingActivities
Donor Advised FundsfalseDonorAdvisedFunds
Conservation EasementsfalseConservationEasements
Collections Of ArtfalseCollectionsOfArt
Credit CounselingfalseCreditCounseling
Term Or Permanent EndowmentstrueTermOrPermanentEndowments
Report Land Bldg EquiptrueReportLandBldgEquip
Report Invest Oth SecuritiesfalseReportInvestOthSecurities
Report Prog Rel InvestfalseReportProgRelInvest
Report Other AssetsfalseReportOtherAssets
Report Other LiabilitiestrueReportOtherLiabilities
Report Fin48 FootnotetrueReportFin48Footnote
Independent Audit Financial StmtfalseIndependentAuditFinancialStmt
Consolidated Audit Financial StmttrueConsolidatedAuditFinancialStmt
SchoolfalseSchool
Foreign OfficefalseForeignOffice
Foreign ActivitiestrueForeignActivities
More Than5000 K To OrganizationsfalseMoreThan5000KToOrganizations
More Than5000 K To IndividualsfalseMoreThan5000KToIndividuals
Professional FundraisingfalseProfessionalFundraising
Fundraising ActivitiesfalseFundraisingActivities
GamingfalseGaming
HospitaltrueHospital
Financial Stmt AttachedtrueFinancialStmtAttached
Grants To OrganizationstrueGrantsToOrganizations
Grants To IndividualsfalseGrantsToIndividuals
Schedule J RequiredtrueScheduleJRequired
Tax Exempt BondstrueTaxExemptBonds
Invest Tax Exempt BondsfalseInvestTaxExemptBonds
Escrow AccountfalseEscrowAccount
On Behalf Of IssuerfalseOnBehalfOfIssuer
Excess Benefit TransactionfalseExcessBenefitTransaction
Prior Excess Benefit TransactionfalsePriorExcessBenefitTransaction
Loan To Officer Or DQPtrueLoanToOfficerOrDQP
Grant To Related PersonfalseGrantToRelatedPerson
Bsnss Rltnshp With OrganizationfalseBsnssRltnshpWithOrganization
Bsnss Rltnshp Thru Family MemberfalseBsnssRltnshpThruFamilyMember
Officer Entity With Bsnss RltnshpfalseOfficerEntityWithBsnssRltnshp
Deductible Non Cash ContributionsfalseDeductibleNonCashContributions
Deductible Contributions Of ArtfalseDeductibleContributionsOfArt
TerminatedfalseTerminated
Partial LiquidationfalsePartialLiquidation
Disregarded EntityfalseDisregardedEntity
Related EntitytrueRelatedEntity
Related Org Controlled EntitytrueRelatedOrgControlledEntity
Transaction Related EntitytrueTransactionRelatedEntity
Transfers To Exempt Non Chrtbl OrgfalseTransfersToExemptNonChrtblOrg
Activities Conducted PartnershipfalseActivitiesConductedPartnership
Schedule O RequiredtrueScheduleORequired
Number Forms Transmitted With1096421NumberFormsTransmittedWith1096
Number W2 G Included0NumberW2GIncluded
Compliance With Backup WitholdingtrueComplianceWithBackupWitholding
Number Of Employees3227NumberOfEmployees
Employment Tax Returns FiledtrueEmploymentTaxReturnsFiled
Unrelated Business IncomefalseUnrelatedBusinessIncome
Foreign Financial AccountfalseForeignFinancialAccount
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTrans
Taxable Party NotificationfalseTaxablePartyNotification
Non Deductible ContributionsfalseNonDeductibleContributions
Quid Pro Quo ContributionsfalseQuidProQuoContributions
Form8282 Property Disposed OffalseForm8282PropertyDisposedOf
Funds To Pay PremiumsfalseFundsToPayPremiums
Premiums PaidfalsePremiumsPaid
Indoor Tanning ServicesfalseIndoorTanningServices
Info In Schedule O Part VIXInfoInScheduleOPartVI
Nbr Voting Governing Body Members14NbrVotingGoverningBodyMembers
Number Independent Voting Members14NumberIndependentVotingMembers
Family Or Business RelationshiptrueFamilyOrBusinessRelationship
Delegation Of Management DutiesfalseDelegationOfManagementDuties
Changes To Organizing DocstrueChangesToOrganizingDocs
Material Diversion Or MisusefalseMaterialDiversionOrMisuse
Members Or StockholderstrueMembersOrStockholders
Election Of Board MemberstrueElectionOfBoardMembers
Decisions Subject To ApprovaltrueDecisionsSubjectToApproval
Minutes Of Governing BodytrueMinutesOfGoverningBody
Minutes Of CommitteestrueMinutesOfCommittees
Officer Mailing AddressfalseOfficerMailingAddress
Local ChaptersfalseLocalChapters
Form990 Provided To Governing BodyfalseForm990ProvidedToGoverningBody
Conflict Of Interest PolicytrueConflictOfInterestPolicy
Annual Disclosure Covered PersonstrueAnnualDisclosureCoveredPersons
Regular Monitoring EnforcementtrueRegularMonitoringEnforcement
Whistleblower PolicytrueWhistleblowerPolicy
Document Retention PolicytrueDocumentRetentionPolicy
Compensation Process CEOtrueCompensationProcessCEO
Compensation Process OthertrueCompensationProcessOther
Investment In Joint VenturefalseInvestmentInJointVenture
States Where Copy Of Return Is FiledCAStatesWhereCopyOfReturnIsFiled
Upon RequestXUponRequest

The Books Are In Care Of TheBooksAreInCareOf

FieldValueIRS element (for citing)
Name PersonWAEL FAKHRYCITY OF HOPENamePerson
Telephone Number6263018815TelephoneNumber

Address US AddressUS

FieldValueIRS element (for citing)
Address Line11500 EAST DUARTE ROADAddressLine1
CityDuarteCity
StateCAState
ZIP Code91010ZIPCode
FieldValueIRS element (for citing)
Info In Schedule O Part VIIXInfoInScheduleOPartVII

Form990 Part VII Section A Form990PartVIISectionA (35 entries)

TitleTitleAverage Hours Per WeekAverageHoursPerWeekIndividual Trustee Or DirectorIndividualTrusteeOrDirectorReportable Comp From OrganizationReportableCompFromOrganizationReportable Comp From Related OrgsReportableCompFromRelatedOrgsOther CompensationOtherCompensationOfficerOfficerKey EmployeeKeyEmployeeHighest Compensated EmployeeHighestCompensatedEmployeeFormerFormer
Andrew Spiegl
Board Member3.0X000
Ben Horowitz
Board Member-Partial Year3.0X11000000
Claire Rothman
Board Member3.0X000
Donald Hoffman
Board Member3.0X000
Ernie So
Board Member3.0X000
Frederic Grannis MD
Board Member3.0X000
Iris Rothstein
Board Member3.0X000
Jacqueline Kosecoff
Board Chair3.0X000
Jody Horowitz Marsh
Board Member3.0X000
Leslie Popplewell MD
Board Member3.0X000
Lucille Leong MD
Board Member3.0X000
Richard Myers
Board Member3.0X000
Thomas A Madden
Board Chair, Partial Year3.0X000
Vincent Chung MD
Board Member3.0X000
William C Scott
Board Member3.0X000
Mordecai N Dunst MD
Board Member3.0X000
Alexandra Levine MD
Chief Medical Officer60.0595949010408X
Dennis F Rusch
CHIEF FIN OFFICER - OUTGOING41.07331780195682X
Elizabeth Dunne
Assistant Secretary60.0613680015636X
Gary Conner
Chief Fin Officer - INCOMING41.0000X
Gregory Schetina
General Counsel/Secretary41.0455243050556X
Michael A Friedman MD
President and CEO19.01385958048190X
Robert W Stone
Chief Strategy & Admin Off.15.0695787046207X
Valerie Bingham
VP/Controller41.0219472036126X
Deborah Gac
SVP of HR60.0554609028119X
Debra F Fields
Chief Risk Officer60.0514638053148X
Robert Powell
SVP Research60.02736049362034072X
Virginia Opipare
Chief Operating Officer41.0768395032028X
Warren Chandler
SVP and CIO60.0418974052477X
Dale Walter Adams
Executive Officer60.0322599050661X
Joyce Niland
Prof. Div of Informatics60.0349501046550X
Richard Thompson
VP Facilities Mgmt60.0405265023081X
Shirley Ann Johnson
Chief Nursing & Pt Services60.0335364050162X
Tim Schultheiss
Dir. Radiation Physics60.0338252040213X
Theodore G Krontiris PHD
Former Officer0.0026620158825X
FieldValueIRS element (for citing)
Total Reportable Comp From Org8844224TotalReportableCompFromOrg
Total Reportable Comp Frm Rltd Orgs759821TotalReportableCompFrmRltdOrgs
Total Other Compensation872141TotalOtherCompensation
Number Individuals GT100 K553NumberIndividualsGT100K
Formers ListedtrueFormersListed
Total Comp GT150 KtrueTotalCompGT150K
Compensation From Other SourcesfalseCompensationFromOtherSources

Contractor Compensation ContractorCompensation (5 entries)

Address Line1AddressOfContractor/AddressUS/AddressLine1CityAddressOfContractor/AddressUS/CityStateAddressOfContractor/AddressUS/StateZIP CodeAddressOfContractor/AddressUS/ZIPCodeDescription Of ServicesDescriptionOfServicesCompensationCompensation
CALIFORNIA CANCER SPECIALISTS MED G
425 E HUNTINGTON DRIVEMONROVIACA91016RSCH, TCHG AND ADMIN35883040
Jones Day
555 South Flower StreetLOS ANGELESCA90071Lgl/Retained Consult12836986
Cannon Building Services Inc
1640 Sierra Madre CirclePLACENTIACA928706626Construction3030680
Phelps Group Inc
901 Wilshire BlvdSANTA MONICACA90401Marketing/Advert.2919782
City of Hope Medical Foundation
1500 East Duarte RoadDUARTECA91010Professional Srvs.11616695
FieldValueIRS element (for citing)
Number Of Contractors GT100 K64NumberOfContractorsGT100K
Related Organizations16743541RelatedOrganizations
Government Grants120831GovernmentGrants
All Other Contributions197639AllOtherContributions
Total Contributions17062011TotalContributions

Program Service Revenue ProgramServiceRevenue (5 entries)

DescriptionDescriptionBusiness CodeBusinessCodeTotal Revenue ColumnTotalRevenueColumnRelated Or Exempt Function IncomeRelatedOrExemptFunctionIncome
NET PATIENT REVENUE622110579802777579802777
OUTPATIENT CLINIC SUPPORT REVENUE62140010987551098755
OTHER PT.ANCILLARY62211064995196499519
CLINICAL TRIAL - PATIENT CARE62211039420153942015
OTHER EXEMPT FUNCTION SERVICES62211024914342491434
FieldValueIRS element (for citing)
Total Program Service Revenue593834500TotalProgramServiceRevenue

Investment Income InvestmentIncome

FieldValueIRS element (for citing)
Total Revenue Column1978357TotalRevenueColumn
Exclusion$1,978,357ExclusionAmount

Income From Invest Bond Proceeds IncomeFromInvestBondProceeds

FieldValueIRS element (for citing)
Total Revenue Column348911TotalRevenueColumn
Exclusion$348,911ExclusionAmount

Royalties Revenue RoyaltiesRevenue

FieldValueIRS element (for citing)
Total Revenue Column79634TotalRevenueColumn
Exclusion$79,634ExclusionAmount

Gross Amount Sales Assets GrossAmountSalesAssets

FieldValueIRS element (for citing)
Securities35415340Securities

Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses

FieldValueIRS element (for citing)
Securities33171435Securities

Gain Or Loss GainOrLoss

FieldValueIRS element (for citing)
Securities2243905Securities

Net Gain Or Loss Investments NetGainOrLossInvestments

FieldValueIRS element (for citing)
Total Revenue Column2243905TotalRevenueColumn
Exclusion$2,243,905ExclusionAmount

Net Income From Fundraising Events NetIncomeFromFundraisingEvents

FieldValueIRS element (for citing)
Total Revenue Column0TotalRevenueColumn

Net Income From Gaming NetIncomeFromGaming

FieldValueIRS element (for citing)
Total Revenue Column0TotalRevenueColumn

Net Income Or Loss NetIncomeOrLoss

FieldValueIRS element (for citing)
Total Revenue Column0TotalRevenueColumn

Other Revenue Misc OtherRevenueMisc (3 entries)

DescriptionDescriptionBusiness CodeBusinessCodeTotal Revenue ColumnTotalRevenueColumnExclusionExclusionAmount
INSURANCE CLAIM900099752984$752,984
REBATE PROGRAM622110256314$256,314
CASH DISCOUNTS9000993067$3,067

Miscellaneous Revenue MiscellaneousRevenue

FieldValueIRS element (for citing)
Total Revenue Column14313TotalRevenueColumn
Exclusion$14,313ExclusionAmount
FieldValueIRS element (for citing)
Total Other Revenue1026678TotalOtherRevenue

Total Revenue TotalRevenue

FieldValueIRS element (for citing)
Total Revenue Column616573996TotalRevenueColumn
Related Or Exempt Function Income593834500RelatedOrExemptFunctionIncome
Exclusion$5,677,485ExclusionAmount

Grants To Domestic Orgs GrantsToDomesticOrgs

FieldValueIRS element (for citing)
Total2718972Total
Program Services2718972ProgramServices

Grants To Domestic Individuals GrantsToDomesticIndividuals

FieldValueIRS element (for citing)
Total0Total

Foreign Grants ForeignGrants

FieldValueIRS element (for citing)
Total0Total

Benefits To Members BenefitsToMembers

FieldValueIRS element (for citing)
Total0Total

Comp Current Officers Directors CompCurrentOfficersDirectors

FieldValueIRS element (for citing)
Total5855627Total
Program Services1172640ProgramServices
Management And General4531952ManagementAndGeneral
Fundraising151035Fundraising

Comp Disqual Persons CompDisqualPersons

FieldValueIRS element (for citing)
Total50000Total
Management And General50000ManagementAndGeneral

Other Salaries And Wages OtherSalariesAndWages

FieldValueIRS element (for citing)
Total197335583Total
Program Services166330149ProgramServices
Management And General30973698ManagementAndGeneral
Fundraising31736Fundraising

Pension Plan Contributions PensionPlanContributions

FieldValueIRS element (for citing)
Total8746734Total
Program Services7490980ProgramServices
Management And General1252482ManagementAndGeneral
Fundraising3272Fundraising

Other Employee Benefits OtherEmployeeBenefits

FieldValueIRS element (for citing)
Total26248148Total
Program Services22840848ProgramServices
Management And General3384074ManagementAndGeneral
Fundraising23226Fundraising

Payroll Taxes PayrollTaxes

FieldValueIRS element (for citing)
Total14366695Total
Program Services12115382ProgramServices
Management And General2240976ManagementAndGeneral
Fundraising10337Fundraising

Fees For Services Management FeesForServicesManagement

FieldValueIRS element (for citing)
Total0Total

Fees For Services Legal FeesForServicesLegal

FieldValueIRS element (for citing)
Total17664897Total
Program Services0ProgramServices
Management And General17664897ManagementAndGeneral
Fundraising0Fundraising

Fees For Services Accounting FeesForServicesAccounting

FieldValueIRS element (for citing)
Total863851Total
Program Services0ProgramServices
Management And General863851ManagementAndGeneral
Fundraising0Fundraising

Fees For Services Lobbying FeesForServicesLobbying

FieldValueIRS element (for citing)
Total338974Total
Program Services0ProgramServices
Management And General338974ManagementAndGeneral
Fundraising0Fundraising

Fees For Services Prof Fundraising FeesForServicesProfFundraising

FieldValueIRS element (for citing)
Total0Total

Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees

FieldValueIRS element (for citing)
Total504280Total
Program Services0ProgramServices
Management And General504280ManagementAndGeneral
Fundraising0Fundraising

Fees For Services Other FeesForServicesOther

FieldValueIRS element (for citing)
Total91571606Total
Program Services63914748ProgramServices
Management And General27650242ManagementAndGeneral
Fundraising6616Fundraising

Advertising Advertising

FieldValueIRS element (for citing)
Total2089188Total
Program Services1817531ProgramServices
Management And General271657ManagementAndGeneral
Fundraising0Fundraising

Office Expenses OfficeExpenses

FieldValueIRS element (for citing)
Total148556292Total
Program Services141606754ProgramServices
Management And General6945572ManagementAndGeneral
Fundraising3966Fundraising

Information Technology InformationTechnology

FieldValueIRS element (for citing)
Total4857348Total
Program Services1736353ProgramServices
Management And General3120995ManagementAndGeneral
Fundraising0Fundraising

Royalties Royalties

FieldValueIRS element (for citing)
Total0Total

Occupancy Occupancy

FieldValueIRS element (for citing)
Total11150363Total
Program Services9392191ProgramServices
Management And General1750465ManagementAndGeneral
Fundraising7707Fundraising

Travel Travel

FieldValueIRS element (for citing)
Total1888022Total
Program Services1443627ProgramServices
Management And General444395ManagementAndGeneral
Fundraising0Fundraising

Travel Entrtnmnt Public Officials TravelEntrtnmntPublicOfficials

FieldValueIRS element (for citing)
Total0Total

Conferences Meetings ConferencesMeetings

FieldValueIRS element (for citing)
Total207885Total
Program Services58876ProgramServices
Management And General149009ManagementAndGeneral
Fundraising0Fundraising

Interest Interest

FieldValueIRS element (for citing)
Total9861639Total
Program Services9861639ProgramServices
Management And General0ManagementAndGeneral
Fundraising0Fundraising

Payments To Affiliates PaymentsToAffiliates

FieldValueIRS element (for citing)
Total0Total

Depreciation Depletion DepreciationDepletion

FieldValueIRS element (for citing)
Total34225834Total
Program Services32693457ProgramServices
Management And General1505385ManagementAndGeneral
Fundraising26992Fundraising

Insurance Insurance

FieldValueIRS element (for citing)
Total598426Total
Program Services571138ProgramServices
Management And General27288ManagementAndGeneral
Fundraising0Fundraising

Other Expenses OtherExpenses (5 entries)

DescriptionDescriptionTotalTotalProgram ServicesProgramServicesManagement And GeneralManagementAndGeneralFundraisingFundraising
HOSPITAL PROVIDER FEE9307580930758000
BAD DEBT1285677128567700
PATENT EXPENSE11799711799700
DUES AND SUBSCRIPTIONS14154997468936686060
TAXES AND LICENSES5234512203553030960

All Other Expenses AllOtherExpenses

FieldValueIRS element (for citing)
Total3348849Total
Program Services2323814ProgramServices
Management And General1025035ManagementAndGeneral
Fundraising0Fundraising

Total Functional Expenses TotalFunctionalExpenses

FieldValueIRS element (for citing)
Total595699417Total
Program Services489767601ProgramServices
Management And General105666929ManagementAndGeneral
Fundraising264887Fundraising

Cash Non Interest Bearing CashNonInterestBearing

FieldValueIRS element (for citing)
BOY9676261BOY
EOY1850574EOY

Savings And Temp Cash Investments SavingsAndTempCashInvestments

FieldValueIRS element (for citing)
BOY38426140BOY
EOY27893417EOY

Pledges And Grants Receivable PledgesAndGrantsReceivable

FieldValueIRS element (for citing)
BOY1782193BOY
EOY1504700EOY

Accounts Receivable AccountsReceivable

FieldValueIRS element (for citing)
BOY99182195BOY
EOY103196252EOY

Receivables From Officers Etc ReceivablesFromOfficersEtc

FieldValueIRS element (for citing)
BOY323378BOY
EOY100000EOY

Other Notes Loans Receivable Net OtherNotesLoansReceivableNet

FieldValueIRS element (for citing)
BOY100000BOY
EOY467327EOY

Inventories For Sale Or Use InventoriesForSaleOrUse

FieldValueIRS element (for citing)
BOY6215397BOY
EOY6515241EOY

Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges

FieldValueIRS element (for citing)
BOY3746039BOY
EOY9534094EOY
FieldValueIRS element (for citing)
Land Buildings Equipment Basis658414523LandBuildingsEquipmentBasis
Land Bldg Equipment Accum Deprec323361549LandBldgEquipmentAccumDeprec

Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet

FieldValueIRS element (for citing)
BOY314350558BOY
EOY335052974EOY

Investments Pub Traded Securities InvestmentsPubTradedSecurities

FieldValueIRS element (for citing)
BOY58178744BOY
EOY78086197EOY

Investments Other Securities InvestmentsOtherSecurities

FieldValueIRS element (for citing)
BOY17337952BOY
EOY28401131EOY

Other Assets Total OtherAssetsTotal

FieldValueIRS element (for citing)
BOY21335002BOY
EOY24659625EOY

Total Assets TotalAssets

FieldValueIRS element (for citing)
BOY570653859BOY
EOY617261532EOY

Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses

FieldValueIRS element (for citing)
BOY72478093BOY
EOY83202195EOY

Deferred Revenue DeferredRevenue

FieldValueIRS element (for citing)
BOY7727922BOY
EOY28311028EOY

Tax Exempt Bond Liabilities TaxExemptBondLiabilities

FieldValueIRS element (for citing)
BOY204400000BOY
EOY197755000EOY

Other Liabilities OtherLiabilities

FieldValueIRS element (for citing)
BOY21109531BOY
EOY26486863EOY

Total Liabilities TotalLiabilities

FieldValueIRS element (for citing)
BOY305715546BOY
EOY335755086EOY
FieldValueIRS element (for citing)
Follow SFAS117XFollowSFAS117

Unrestricted Net Assets UnrestrictedNetAssets

FieldValueIRS element (for citing)
BOY264938313BOY
EOY281506446EOY

Total Net Assets Fund Balances TotalNetAssetsFundBalances

FieldValueIRS element (for citing)
BOY264938313BOY
EOY281506446EOY

Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances

FieldValueIRS element (for citing)
BOY570653859BOY
EOY617261532EOY
FieldValueIRS element (for citing)
Info In Schedule O Part XIXInfoInScheduleOPartXI
Reconcilation Revenue Expenses20874579ReconcilationRevenueExpenses
Reconcilation Other Changes-4306446ReconcilationOtherChanges
Info In Schedule O Part XIIXInfoInScheduleOPartXII
Method Of Accounting AccrualXMethodOfAccountingAccrual
Accountant Compile Or ReviewfalseAccountantCompileOrReview
FS AuditedtrueFSAudited
Audit CommitteetrueAuditCommittee
Financial Statement ConsolidatedXFinancialStatementConsolidated
Federal Grant Audit RequiredtrueFederalGrantAuditRequired
Federal Grant Audit PerformedtrueFederalGrantAuditPerformed

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Hospital170b1 AiiiXHospital170b1Aiii

Schedule B IRS990ScheduleB

Contributor Info ContributorInfo

FieldValueIRS element (for citing)
Contributor NumberRESTRICTEDContributorNumber

Contributor Name Business ContributorNameBusiness

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor Address US ContributorAddressUS

FieldValueIRS element (for citing)
Address Line1RESTRICTEDAddressLine1
Address Line2RESTRICTEDAddressLine2
CityRESTRICTEDCity
StateRESTRICTEDState
ZIP CodeRESTRICTEDZIPCode
FieldValueIRS element (for citing)
Aggregate ContributionsRESTRICTEDAggregateContributions

Schedule C IRS990ScheduleC

FieldValueIRS element (for citing)
Org Belongs To Affiliated GroupXOrgBelongsToAffiliatedGroup

Total Grassroots Lobbying TotalGrassrootsLobbying

FieldValueIRS element (for citing)
Filing Organizations Totals0FilingOrganizationsTotals
Affiliated Group Totals0AffiliatedGroupTotals

Total Direct Lobbying TotalDirectLobbying

FieldValueIRS element (for citing)
Filing Organizations Totals547607FilingOrganizationsTotals
Affiliated Group Totals547607AffiliatedGroupTotals

Total Lobbying Expenditures TotalLobbyingExpenditures

FieldValueIRS element (for citing)
Filing Organizations Totals547607FilingOrganizationsTotals
Affiliated Group Totals547607AffiliatedGroupTotals

Other Exempt Purpose Expenditures OtherExemptPurposeExpenditures

FieldValueIRS element (for citing)
Filing Organizations Totals595151810FilingOrganizationsTotals
Affiliated Group Totals1082841172AffiliatedGroupTotals

Total Exempt Purpose Expenditures TotalExemptPurposeExpenditures

FieldValueIRS element (for citing)
Filing Organizations Totals595699417FilingOrganizationsTotals
Affiliated Group Totals1083388779AffiliatedGroupTotals

Lobbying Nontaxable LobbyingNontaxableAmount

FieldValueIRS element (for citing)
Filing Organizations Totals1000000FilingOrganizationsTotals
Affiliated Group Totals1000000AffiliatedGroupTotals

Grassroots Nontaxable GrassrootsNontaxableAmount

FieldValueIRS element (for citing)
Filing Organizations Totals250000FilingOrganizationsTotals
Affiliated Group Totals250000AffiliatedGroupTotals

Tot Lobbying Grassroot Minus Non Tx TotLobbyingGrassrootMinusNonTx

FieldValueIRS element (for citing)
Filing Organizations Totals0FilingOrganizationsTotals
Affiliated Group Totals0AffiliatedGroupTotals

Tot Lobby Expend Mns Lobbying Nontx TotLobbyExpendMnsLobbyingNontx

FieldValueIRS element (for citing)
Filing Organizations Totals0FilingOrganizationsTotals
Affiliated Group Totals0AffiliatedGroupTotals
FieldValueIRS element (for citing)
Form4720 FiledfalseForm4720Filed

Lobbying Nontaxable Amount2 LobbyingNontaxableAmount2

FieldValueIRS element (for citing)
Current Year Minus31000000CurrentYearMinus3
Current Year Minus21000000CurrentYearMinus2
Current Year Minus11000000CurrentYearMinus1
Current Year1000000CurrentYear
Total4000000Total
FieldValueIRS element (for citing)
Lobbying Ceiling$6,000,000LobbyingCeilingAmount

Total Lobbying Expenditures2 TotalLobbyingExpenditures2

FieldValueIRS element (for citing)
Current Year Minus3420753CurrentYearMinus3
Current Year Minus2546691CurrentYearMinus2
Current Year Minus1543709CurrentYearMinus1
Current Year547607CurrentYear
Total2058760Total

Grassroots Nontaxable Amount2 GrassrootsNontaxableAmount2

FieldValueIRS element (for citing)
Current Year Minus3250000CurrentYearMinus3
Current Year Minus2250000CurrentYearMinus2
Current Year Minus1250000CurrentYearMinus1
Current Year250000CurrentYear
Total1000000Total
FieldValueIRS element (for citing)
Grassroots Ceiling$1,500,000GrassrootsCeilingAmount

Grassroots Lobbying Expenditures GrassrootsLobbyingExpenditures

FieldValueIRS element (for citing)
Current Year Minus30CurrentYearMinus3
Current Year Minus20CurrentYearMinus2
Current Year Minus10CurrentYearMinus1
Current Year0CurrentYear
Total0Total

Form990 Schedule C Part IV Form990ScheduleCPartIV

FieldValueIRS element (for citing)
IdentifierDIRECT AND INDIRECT POLITICAL CAMPAIGN ACTIVITIESIdentifier
Return ReferenceSCHEDULE C, Part II-AReturnReference
ExplanationCITY 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

FieldValueIRS element (for citing)
Art Public Exhibition AmtsArtPublicExhibitionAmts
Held Works Of Art AmtsHeldWorksOfArtAmts

Current Year CurrentYear

FieldValueIRS element (for citing)
Beginning Of Year Balance35350725BeginningOfYearBalance
Investment Earnings Or Losses-1151279InvestmentEarningsOrLosses
End Of Year Balance34199446EndOfYearBalance

Current Year Minus1 Year CurrentYearMinus1Year

FieldValueIRS element (for citing)
Beginning Of Year Balance31900646BeginningOfYearBalance
Investment Earnings Or Losses3450079InvestmentEarningsOrLosses
End Of Year Balance35350725EndOfYearBalance

Current Year Minus2 Years CurrentYearMinus2Years

FieldValueIRS element (for citing)
Beginning Of Year Balance31123964BeginningOfYearBalance
Investment Earnings Or Losses776682InvestmentEarningsOrLosses
End Of Year Balance31900646EndOfYearBalance
FieldValueIRS element (for citing)
Board Designated EOY Balance1.00000BoardDesignatedEOYBalance
Permanent Endowment EOY Balance0.00000PermanentEndowmentEOYBalance
Term Endowment EOY Balance0.00000TermEndowmentEOYBalance
Endowments Held By Unrelated OrgsfalseEndowmentsHeldByUnrelatedOrgs
Endowments Held By Related OrgsfalseEndowmentsHeldByRelatedOrgs

Land Land

FieldValueIRS element (for citing)
Other Cost Or Other Basis48790564OtherCostOrOtherBasis
Book Value48790564BookValue

Buildings Buildings

FieldValueIRS element (for citing)
Other Cost Or Other Basis261666221OtherCostOrOtherBasis
Depreciation132947153Depreciation
Book Value128719068BookValue
FieldValueIRS element (for citing)
Leasehold ImprovementsLeaseholdImprovements

Equipment Equipment

FieldValueIRS element (for citing)
Other Cost Or Other Basis302686928OtherCostOrOtherBasis
Depreciation190414396Depreciation
Book Value112272532BookValue

Other Land Buildings OtherLandBuildings

FieldValueIRS element (for citing)
Other Cost Or Other Basis45270810OtherCostOrOtherBasis
Book Value45270810BookValue
FieldValueIRS element (for citing)
Total Of Book Value Land Buildings335052974TotalOfBookValueLandBuildings
Federal Income Tax Liability0FederalIncomeTaxLiability

Other Liabilities OtherLiabilities (9 entries)

DescriptionDescriptionAmountAmount
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
FieldValueIRS element (for citing)
Total Of Amounts26486863TotalOfAmounts

Form990 Schedule D Part XIV Form990ScheduleDPartXIV (2 entries)

IdentifierIdentifierReturn ReferenceReturnReferenceExplanationExplanation
ENDOWMENT FUNDSSCHEDULE D, PART V, LINE 4THE 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 DISCLOSURESCHEDULE D, PART X, LINE 2THE 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)

RegionRegionNumber Of OfficesNumberOfOfficesNumber Of EmployeesNumberOfEmployeesType Of Activities ConductedTypeOfActivitiesConductedTotal ExpendituresTotalExpendituresSpecific Services ProvidedSpecificServicesProvided
Central America and the Caribbean00Investments10627431
East Asia and the Pacific00Program Services21862Business & education
Europe (Including Iceland and Greenland)00Program Services97370Business & education
North America00Program Services78604Business & education
Central America and the Caribbean00Program Services8958Business & education
South America00Program Services3974Business & education
FieldValueIRS element (for citing)
Subtotal Number Of Offices0SubtotalNumberOfOffices
Subtotal Number Of Employees0SubtotalNumberOfEmployees
Total Number Of Offices0TotalNumberOfOffices
Total Number Of Employees0TotalNumberOfEmployees
Subtotal Amount Spent10838199SubtotalAmountSpent
Total Amount Spent10838199TotalAmountSpent
Transfer To Foreign CorptrueTransferToForeignCorp
Interest In Foreign TrustfalseInterestInForeignTrust
Own Foreign CorptrueOwnForeignCorp
Passive Foreign Invest CotruePassiveForeignInvestCo
Foreign PartnershiptrueForeignPartnership
Boycott CountriesfalseBoycottCountries

Form990 Schedule F Part V Form990ScheduleFPartV

FieldValueIRS element (for citing)
IdentifierFOREIGN INVESTMENTSIdentifier
Return ReferenceSCHEDULE F, PART I, LINE 3ReturnReference
ExplanationINVESTMENT 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

FieldValueIRS element (for citing)
Charity Care PolicytrueCharityCarePolicy
Written PolicytrueWrittenPolicy
Policy Applied To All HospitalsXPolicyAppliedToAllHospitals
FPG Reference Free CaretrueFPGReferenceFreeCare

Other Percentage OtherPercentage

FieldValueIRS element (for citing)
OtherXOther
Free Other Percentage400.FreeOtherPercentage
FieldValueIRS element (for citing)
FPG Reference Discounted CarefalseFPGReferenceDiscountedCare
Free Disc Care Medically IndigenttrueFreeDiscCareMedicallyIndigent
Amounts Budgeted For Charity CaretrueAmountsBudgetedForCharityCare
Expenses Exceeded BudgetfalseExpensesExceededBudget
Annual Community Benefit ReporttrueAnnualCommunityBenefitReport
Report Publically AvailabletrueReportPublicallyAvailable

Charity Care At Cost CharityCareAtCost

FieldValueIRS element (for citing)
Total Community Benefit Expense6917000TotalCommunityBenefitExpense
Direct Offsetting Revenue0DirectOffsettingRevenue
Net Community Benefit Expense6917000NetCommunityBenefitExpense
Percent Of Total Expense0.01160PercentOfTotalExpense

Unreimbursed Medicaid UnreimbursedMedicaid

FieldValueIRS element (for citing)
Total Community Benefit Expense105381192TotalCommunityBenefitExpense
Direct Offsetting Revenue95216765DirectOffsettingRevenue
Net Community Benefit Expense10164427NetCommunityBenefitExpense
Percent Of Total Expense0.01710PercentOfTotalExpense

Total Charity Care TotalCharityCare

FieldValueIRS element (for citing)
Total Community Benefit Expense112298192TotalCommunityBenefitExpense
Direct Offsetting Revenue95216765DirectOffsettingRevenue
Net Community Benefit Expense17081427NetCommunityBenefitExpense
Percent Of Total Expense0.02870PercentOfTotalExpense

Community Health Services CommunityHealthServices

FieldValueIRS element (for citing)
Total Community Benefit Expense367653TotalCommunityBenefitExpense
Direct Offsetting Revenue0DirectOffsettingRevenue
Net Community Benefit Expense367653NetCommunityBenefitExpense
Percent Of Total Expense0.00060PercentOfTotalExpense

Health Professions Education HealthProfessionsEducation

FieldValueIRS element (for citing)
Total Community Benefit Expense855995TotalCommunityBenefitExpense
Direct Offsetting Revenue62555DirectOffsettingRevenue
Net Community Benefit Expense793440NetCommunityBenefitExpense
Percent Of Total Expense0.00130PercentOfTotalExpense

Research Research

FieldValueIRS element (for citing)
Total Community Benefit Expense51776046TotalCommunityBenefitExpense
Direct Offsetting Revenue10578877DirectOffsettingRevenue
Net Community Benefit Expense41197169NetCommunityBenefitExpense
Percent Of Total Expense0.06930PercentOfTotalExpense

Cash And In Kind Contributions CashAndInKindContributions

FieldValueIRS element (for citing)
Total Community Benefit Expense2718972TotalCommunityBenefitExpense
Direct Offsetting Revenue0DirectOffsettingRevenue
Net Community Benefit Expense2718972NetCommunityBenefitExpense
Percent Of Total Expense0.00460PercentOfTotalExpense

Total Other Benefits TotalOtherBenefits

FieldValueIRS element (for citing)
Total Community Benefit Expense55718666TotalCommunityBenefitExpense
Direct Offsetting Revenue10641432DirectOffsettingRevenue
Net Community Benefit Expense45077234NetCommunityBenefitExpense
Percent Of Total Expense0.07580PercentOfTotalExpense

Total Community Benefits TotalCommunityBenefits

FieldValueIRS element (for citing)
Total Community Benefit Expense168016858TotalCommunityBenefitExpense
Direct Offsetting Revenue105858197DirectOffsettingRevenue
Net Community Benefit Expense62158661NetCommunityBenefitExpense
Percent Of Total Expense0.10450PercentOfTotalExpense

Coalition Building CoalitionBuilding

FieldValueIRS element (for citing)
Total Community Building Expense422TotalCommunityBuildingExpense
Direct Offsetting Revenue0DirectOffsettingRevenue
Net Community Building Expense422NetCommunityBuildingExpense
Percent Of Total Expense0.00000PercentOfTotalExpense

Workforce Development WorkforceDevelopment

FieldValueIRS element (for citing)
Total Community Building Expense8924TotalCommunityBuildingExpense
Direct Offsetting Revenue0DirectOffsettingRevenue
Net Community Building Expense8924NetCommunityBuildingExpense
Percent Of Total Expense0.00000PercentOfTotalExpense

Total Total

FieldValueIRS element (for citing)
Total Community Building Expense9346TotalCommunityBuildingExpense
Direct Offsetting Revenue0DirectOffsettingRevenue
Net Community Building Expense9346NetCommunityBuildingExpense
Percent Of Total Expense0.00000PercentOfTotalExpense
FieldValueIRS element (for citing)
Bad Debt Expense ReportedtrueBadDebtExpenseReported
Bad Debt Expense$369,417BadDebtExpenseAmount
Amount Attributable To0AmountAttributableTo
Amount Reimbursed By Medicare98226881AmountReimbursedByMedicare
Cost Of Care Reimbursed By Medicare120692998CostOfCareReimbursedByMedicare
Medicare Surplus Or Shortfall-22466117MedicareSurplusOrShortfall

Costing Methodology Used CostingMethodologyUsed

FieldValueIRS element (for citing)
OtherXOther
FieldValueIRS element (for citing)
Written Debt Collection PolicytrueWrittenDebtCollectionPolicy
Provision For Charity CaretrueProvisionForCharityCare
Number Of Hospital Facilities1NumberOfHospitalFacilities

Form990 Schedule H Part V Section A Form990ScheduleHPartVSectionA

FieldValueIRS element (for citing)
Facility Number1FacilityNumber

Name Name

FieldValueIRS element (for citing)
Business Name Line1CITY OF HOPE NATIONAL MEDICAL CENTERBusinessNameLine1

Address Address

FieldValueIRS element (for citing)
Address Line11500 EAST DUARTE ROADAddressLine1
CityDUARTECity
StateCAState
ZIP Code91010ZIPCode
FieldValueIRS element (for citing)
Licensed HospitalXLicensedHospital
General Medical And SurgicalXGeneralMedicalAndSurgical
Research FacilityXResearchFacility
OtherSHORT-TERM SPECIALTY HOSPITALOther

Form990 Schedule H Part V Section B Form990ScheduleHPartVSectionB

Hospital Facility Name HospitalFacilityName

FieldValueIRS element (for citing)
Business Name Line1CITY OF HOPE NATIONAL MEDICAL CENTERBusinessNameLine1
FieldValueIRS element (for citing)
Hospital Facility Number1HospitalFacilityNumber

Form990 Schedule H Part VI Form990ScheduleHPartVI (12 entries)

IdentifierIdentifierExplanationExplanationReturn ReferenceReturnReference
PART I, LINE 3CALL 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 7THE 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 IICOMMUNITY 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 4BAD 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 8IN 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 9BPATIENT 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 2THE 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 3PATIENTS 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 4WHILE 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 5THE 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 6A 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 7THE MEDICAL CENTER'S COMMUNITY BENEFIT REPORT IS FILED IN THE STATE OF CALIFORNIA.STATE FILING OF COMMUNITY BENEFIT REPORT

Schedule I IRS990ScheduleI

FieldValueIRS element (for citing)
Records MaintainedtrueRecordsMaintained

Recipient Table RecipientTable

Recipient Name Business RecipientNameBusiness

FieldValueIRS element (for citing)
Business Name Line1CALIFORNIA HEALTH FOUNDATION TRUSTBusinessNameLine1

Address US AddressUS

FieldValueIRS element (for citing)
Address Line11215 K STREET SUITE 800AddressLine1
CitySACRAMENTOCity
StateCAState
ZIP Code95814ZIPCode
FieldValueIRS element (for citing)
EIN Of Recipient941498697EINOfRecipient
IRC Section501 (C) 3IRCSection
Amount Of Cash Grant2710788AmountOfCashGrant
Purpose Of GrantSEE PART IV.PurposeOfGrant
FieldValueIRS element (for citing)
Total Nbr Of501 C3 And Govt Grants1TotalNbrOf501C3AndGovtGrants
Total Nbr Of Other Organizations0TotalNbrOfOtherOrganizations

Form990 Schedule I Part IV Form990ScheduleIPartIV

FieldValueIRS element (for citing)
IdentifierPURPOSE OF GRANT OR ASSISTANCEIdentifier
Return ReferencePART II, LINE 2, COLUMN HReturnReference
ExplanationTO 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

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Discretionary Spending AccountXDiscretionarySpendingAccount
Housing Allowance Or ResidenceXHousingAllowanceOrResidence
Club Dues Or FeesXClubDuesOrFees
Written Policy Re T And E ExpensesfalseWrittenPolicyReTAndEExpenses
Substantiation RequiredfalseSubstantiationRequired
Compensation CommitteeXCompensationCommittee
Independent ConsultantXIndependentConsultant
Form990 Of Other OrganizationsXForm990OfOtherOrganizations
Written Employment ContractXWrittenEmploymentContract
Compensation SurveyXCompensationSurvey
Board Or Committee ApprovalXBoardOrCommitteeApproval
Severance PaymenttrueSeverancePayment
Supplemental Nonqual Retire PlantrueSupplementalNonqualRetirePlan
Equity Based Comp ArrangementfalseEquityBasedCompArrangement
Comp Based On Revenue Of Filing OrgfalseCompBasedOnRevenueOfFilingOrg
Comp Based On Revenue Related OrgsfalseCompBasedOnRevenueRelatedOrgs
Comp Based Net Earnings Filing OrgfalseCompBasedNetEarningsFilingOrg
Comp Based Net Earnings Relate OrgsfalseCompBasedNetEarningsRelateOrgs
Any Non Fixed PaymentstrueAnyNonFixedPayments
Initial Contract ExceptionfalseInitialContractException

Form990 Schedule J Part II Form990ScheduleJPartII (18 entries)

Base Compensation Filing OrgBaseCompensationFilingOrgComp Based On Related OrgsCompBasedOnRelatedOrgsBonus Filing OrgBonusFilingOrgBonus Related OrgsBonusRelatedOrgsOther Compensation Filing OrgOtherCompensationFilingOrgOther Compensation Related OrgsOtherCompensationRelatedOrgsDeferred Comp Filing OrgDeferredCompFilingOrgDeferred Comp Related OrgsDeferredCompRelatedOrgsNontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgNontaxable Benefits Related OrgsNontaxableBenefitsRelatedOrgsTotal Compensation Filing OrgTotalCompensationFilingOrgTotal Compensation Related OrgsTotalCompensationRelatedOrgsComp Report Prior990 Filing OrgCompReportPrior990FilingOrgComp Report Prior990 Related OrgsCompReportPrior990RelatedOrgs
Alexandra Levine MD
15824602177890219914031930721506063570938640
Dale Walter Adams
2477960626210121820244460262150373260000
Deborah Gac
257413011332901838670638702173205827280322000
Debra F Fields
31233101541110481960202280329200567786000
Dennis F Rusch
32080501438500268523017598201970009288600677480
Elizabeth Dunne
36980701379760105897076640797206293160565680
Gregory Schetina
30369701260250255210202280303280505799000
Joyce Niland
32358302449901419036750098000396051000
Michael A Friedman MD
7178900469740019832802022802796201434148000
Richard Thompson
2692360651540708750766401541704283460136290
Robert Powell
02396940109186273601447406387041412354437888517164041268
Robert W Stone
44382002162030357640202280259790741994000
Shirley Ann Johnson
260096065285099830254800246820385526000
Tim Schultheiss
3367660001486036750034630378465000
Valerie Bingham
18538503369603910148150213110255598000
Virginia Opipare
4673660234699066330076640243640800423000
Warren Chandler
3057070975610157060319160205610471451000
Theodore G Krontiris PHD
02644510001750036750022075032502600

Form990 Schedule J Part III Form990ScheduleJPartIII (3 entries)

IdentifierIdentifierReturn ReferenceReturnReferenceExplanationExplanation
QUESTIONS REGARDING COMPENSATIONSCHEDULE J PART 1, LINE 1AMICHAEL 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 PAYMENTSSCHEDULE J, PART I, LINE 7THE 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 HOROWITZFORM 990, PART VIIMR. 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

FieldValueIRS element (for citing)
Business Name Line1ABAG FINANCE AUTHORITY FOR NONPROFIT CORPORATIONSBusinessNameLine1
FieldValueIRS element (for citing)
Issuer EIN943130123IssuerEIN
Date Issued2006-05-26DateIssued
Issue Price60000000IssuePrice
Description Of PurposeHealth Care Facility ConstructDescriptionOfPurpose
DefeasedfalseDefeased
On Behalf Of IssuerfalseOnBehalfOfIssuer
Pool FinancingfalsePoolFinancing

Form990 Schedule K Part II Form990ScheduleKPartII

FieldValueIRS element (for citing)
Amount Retired0AmountRetired
Amount Bond Defeased0AmountBondDefeased
Total Proceeds62708991TotalProceeds
Amount In Reserve Fund0AmountInReserveFund
Capitalized Interest0CapitalizedInterest
Refunding Escrow0RefundingEscrow
Issuance Costs From Proceeds680611IssuanceCostsFromProceeds
Credit Enhancement0CreditEnhancement
Working Capital Expenditures0WorkingCapitalExpenditures
Capital Expenditures62028380CapitalExpenditures
Other Spent Proceeds0OtherSpentProceeds
Amount Unspent0AmountUnspent
Year Of Subst Completion2010YearOfSubstCompletion
Current RefundingfalseCurrentRefunding
Advance RefundingfalseAdvanceRefunding
Final Allocation MadetrueFinalAllocationMade
Adequate Books And Recds MaintaindtrueAdequateBooksAndRecdsMaintaind

Form990 Schedule K Part III Form990ScheduleKPartIII

FieldValueIRS element (for citing)
Owning Bond Financed PropertyfalseOwningBondFinancedProperty
Any Lease ArrangementsfalseAnyLeaseArrangements
Mngment Cntrct Bond Financd PrprtytrueMngmentCntrctBondFinancdPrprty
Any Research AgreementstrueAnyResearchAgreements
Bond Counsel Routinely EngagedfalseBondCounselRoutinelyEngaged
Prcntge Prvt Business Use By Others0.00162PrcntgePrvtBusinessUseByOthers
Percentage Of Prvt Business Re UBI0.00000PercentageOfPrvtBusinessReUBI
Total Private Business Use0.00162TotalPrivateBusinessUse
Post Issuance Compliance ProcdrstruePostIssuanceComplianceProcdrs

Form990 Schedule K Part IV Form990ScheduleKPartIV

FieldValueIRS element (for citing)
Form8038 T FiledfalseForm8038TFiled
Variable Rate IssuetrueVariableRateIssue
Hedge Identified In Books And RecdstrueHedgeIdentifiedInBooksAndRecds

Name Of Hedge Provider NameOfHedgeProvider

FieldValueIRS element (for citing)
Business Name Line1Union Bank of CABusinessNameLine1
FieldValueIRS element (for citing)
Term Of Hedge9.TermOfHedge
Superintegrated HedgetrueSuperintegratedHedge
Hedge TerminatedfalseHedgeTerminated
Gross Proceeds Invested In GICfalseGrossProceedsInvestedInGIC
Gross Proceeds InvestedfalseGrossProceedsInvested
Exception To RebatefalseExceptionToRebate

Form990 Schedule K Part V Form990ScheduleKPartV

FieldValueIRS element (for citing)
IdentifierBOND COUNSEL ENGAGEMENTIdentifier
Return ReferenceSCHEDULE K, PART III, LINE 3CReturnReference
ExplanationTHE 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

FieldValueIRS element (for citing)
Name PersonTHEODORE KRONTIRISNamePerson
Purpose Of LoanMORTGAGE SUBSIDYPurposeOfLoan
Loan From OrganizationXLoanFromOrganization
Original Principal$100,000OriginalPrincipalAmount
Balance Due100000BalanceDue
DefaultfalseDefault
Approved By BoardtrueApprovedByBoard
Written AgreementtrueWrittenAgreement
FieldValueIRS element (for citing)
Total Balance Due100000TotalBalanceDue

Form990 Schedule L Part V Form990ScheduleLPartV

FieldValueIRS element (for citing)
IdentifierLOANS TO/FROM INTERESTED PERSONSIdentifier
Return ReferenceSCHEDULE L PART IIReturnReference
ExplanationTHEODORE 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)

IdentifierIdentifierReturn ReferenceReturnReferenceExplanationExplanation
ORGANIZATION'S MISSIONFORM 990, PART III, LINE 1CITY 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 ACHIEVEMENTSFORM 990, PART III, LINE 4APATIENT 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 DISCLOSURESFORM 990, PART VI, SECTION A, LINE 2ONE 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.
POLICIESFORM 990, PART VI, SECTION B, LINE 11BA 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.
DISCLOSURESFORM 990, PART VI, SECTION C, LINE 19THE 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 WORKEDFORM 990, PART VII, COLUMN BFULL 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 ASSETSPART XI, LINE 5OTHER 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 STATEMENTSFORM 990, PART XIIAUDITED 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 ORGANIZATIONFORM 990 PART VIINAME:Theodore G Krontiris PHD TITLE:Former Officer HOURS:60

Schedule R IRS990ScheduleR

Form990 Schedule R Part II Form990ScheduleRPartII (3 entries)

Address Line1AddressUS/AddressLine1CityAddressUS/CityStateAddressUS/StateZIP CodeAddressUS/ZIPCodeEINEINPrimary ActivitiesPrimaryActivitiesLegal Domicile StateLegalDomicileStateExempt Code SectionExemptCodeSectionPublic Charity StatusPublicCharityStatusBusiness Name Line1DirectControllingEntityName/BusinessNameLine1
CITY OF HOPE
1500 EAST DUARTE ROADDUARTECA91010953435919FUNDRAISINGCA501(c)(3)7NA
BECKMAN RESEARCH INSTITUTE
1450 EAST DUARTE ROADDUARTECA91010953432210RESEARCHCA501(c)(3)4CITY OF HOPE
CITY OF HOPE MEDICAL FOUNDATION
1500 E DUARTE ROADDUARTECA91010274803222HEALTHCARECA501(c)(3)3City of Hope

Form990 Schedule R Part IV Form990ScheduleRPartIV (2 entries)

Address Line1AddressUS/AddressLine1CityAddressUS/CityStateAddressUS/StateZIP CodeAddressUS/ZIPCodeEINEINPrimary ActivityPrimaryActivityLegal Domicile StateLegalDomicileStateBusiness Name Line1DirectControllingEntityName/BusinessNameLine1Type Of EntityTypeOfEntityShare Of Total IncomeShareOfTotalIncomeShare Of EOY AssetsShareOfEOYAssetsPercentage OwnershipPercentageOwnership
ONCOLOGY MANAGEMENT SERVICES INC
1500 EAST DUARTE ROADDUARTECA91010330557670LEASING AGENTCANAC CORP001.00000
GENBASIX INC
1500 EAST DUARTE ROADDUARTECA91010911949357GENOMICSDECITY OF HOPEC CORP000.00000
FieldValueIRS element (for citing)
Receipt Of Int Ann Rents RoyaltiesfalseReceiptOfIntAnnRentsRoyalties
Gift Grant Or Cap Contr To Other OrgfalseGiftGrantOrCapContrToOtherOrg
Gift Grant Or Cap Contr Fr Other OrgfalseGiftGrantOrCapContrFrOtherOrg
Loans Or Guarantees To Other OrgfalseLoansOrGuaranteesToOtherOrg
Loans Or Guarantees From Other OrgfalseLoansOrGuaranteesFromOtherOrg
Sale Of Assets To Other OrgfalseSaleOfAssetsToOtherOrg
Purchase Of Assets From Other OrgfalsePurchaseOfAssetsFromOtherOrg
Exchange Of AssetsfalseExchangeOfAssets
Rental Of Facilities To Other OrgstrueRentalOfFacilitiesToOtherOrgs
Rental Of Facilities Fr Other OrgsfalseRentalOfFacilitiesFrOtherOrgs
Perform Of Services For Other OrgstruePerformOfServicesForOtherOrgs
Perform Of Services By Other OrgstruePerformOfServicesByOtherOrgs
Sharing Of FacilitiesfalseSharingOfFacilities
Sharing Of Paid EmployeestrueSharingOfPaidEmployees
Reimbursement Paid To Other OrgtrueReimbursementPaidToOtherOrg
Reimbursement Paid By Other OrgtrueReimbursementPaidByOtherOrg
Other Transfer To Other OrgfalseOtherTransferToOtherOrg
Other Transfer From Other OrgfalseOtherTransferFromOtherOrg

Transactions Related Orgs Table TransactionsRelatedOrgsTable (7 entries)

Transaction TypeTransactionTypeAmount InvolvedAmountInvolved
BECKMAN RESEARCH INSTITUTE OF CITY OF HOPE
O1828282
CITY OF HOPE MEDICAL FOUNDATION
K630681
GENBASIX INC
0
ONCOLOGY MANAGEMENT SERVICES INC
0
BECKMAN RESEARCH INSTITUTE OF CITY OF HOPE
P56448575
BECKMAN RESEARCH INSTITUT OF CITY OF HOPE
N10535735
CITY OF HOPE MEDICAL FOUNDATION
L13401389

Affiliated Group Attachment AffiliatedGroupAttachment

FieldValueIRS element (for citing)
ExplanationTHE 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 = NONEExplanation