2012-08-15T10:18:00-05:00 2011-09-30 ERNST & YOUNG US LLP 18111 VON KARMAN AVENUE SUITE 1000 IRVINE CA 92612 990 2010-10-01 951683875 City of Hope National Medical Center CITY 6269305445 1500 East Duarte Road Duarte CA 91010 MICHAEL A FRIEDMAN 2012-07-23 9497942300 2010 2016-02-24 21:20:13Z MICHAEL A FRIEDMAN MD 1500 EAST DUARTE ROAD DUARTE CA 91010 649745431 false X www.cityofhope.org X 1948 CA TO PROVIDE TREATMENT, CURES AND COMPASSIONATE CARE TO THOSE WITH CANCER AND OTHER LIFE-THREATENING DISEASES BY WORKING WITH RESEARCHERS WHOSE BREAKTHROUGH IDEAS MAY BRING NEW HOPE TO PATIENTS. 14 14 3227 276 0 0 12289148 17062011 535629496 593834500 2859663 4571173 911844 1106312 551690151 616573996 0 2718972 0 0 236979565 252602787 0 0 264887 304641330 340377658 541620895 595699417 10069256 20874579 570653859 617261532 305715546 335755086 264938313 281506446 X SEE SCHEDULE O false false 489767601 2718972 593834500 CITY OF HOPE NATIONAL MEDICAL CENTER PROGRAMS CONSIST OF PATIENT CARE, RESEARCH AND PUBLIC INFORMATION AND EDUCATION. SEE SCHEDULE O - EXEMPT PURPOSES ACHIEVEMENTS. 489767601 true true false true false false false false true true false false false true true false true false false true false false false false false true true true false true true false false false false false true false false false false false false false false false true true true false false true 421 0 true 3227 true false false false false false false false false false false X 14 14 true false true false true true true true true false false false true true true true true true true false CA X WAEL FAKHRYCITY OF HOPE 6263018815 1500 EAST DUARTE ROAD Duarte CA 91010 X Andrew Spiegl 3.0 X 0 0 0 Ben Horowitz 3.0 X 110000 0 0 Claire Rothman 3.0 X 0 0 0 Donald Hoffman 3.0 X 0 0 0 Ernie So 3.0 X 0 0 0 Frederic Grannis MD 3.0 X 0 0 0 Iris Rothstein 3.0 X 0 0 0 Jacqueline Kosecoff 3.0 X 0 0 0 Jody Horowitz Marsh 3.0 X 0 0 0 Leslie Popplewell MD 3.0 X 0 0 0 Lucille Leong MD 3.0 X 0 0 0 Richard Myers 3.0 X 0 0 0 Thomas A Madden 3.0 X 0 0 0 Vincent Chung MD 3.0 X 0 0 0 William C Scott 3.0 X 0 0 0 Mordecai N Dunst MD 3.0 X 0 0 0 Alexandra Levine MD 60.0 X 595949 0 10408 Dennis F Rusch 41.0 X 733178 0 195682 Elizabeth Dunne 60.0 X 613680 0 15636 Gary Conner 41.0 X 0 0 0 Gregory Schetina 41.0 X 455243 0 50556 Michael A Friedman MD 19.0 X 1385958 0 48190 Robert W Stone 15.0 X 695787 0 46207 Valerie Bingham 41.0 X 219472 0 36126 Deborah Gac 60.0 X 554609 0 28119 Debra F Fields 60.0 X 514638 0 53148 Robert Powell 60.0 X 27360 493620 34072 Virginia Opipare 41.0 X 768395 0 32028 Warren Chandler 60.0 X 418974 0 52477 Dale Walter Adams 60.0 X 322599 0 50661 Joyce Niland 60.0 X 349501 0 46550 Richard Thompson 60.0 X 405265 0 23081 Shirley Ann Johnson 60.0 X 335364 0 50162 Tim Schultheiss 60.0 X 338252 0 40213 Theodore G Krontiris PHD 0.0 X 0 266201 58825 8844224 759821 872141 553 true true false CALIFORNIA CANCER SPECIALISTS MED G 425 E HUNTINGTON DRIVE MONROVIA CA 91016 RSCH, TCHG AND ADMIN 35883040 Jones Day 555 South Flower Street LOS ANGELES CA 90071 Lgl/Retained Consult 12836986 Cannon Building Services Inc 1640 Sierra Madre Circle PLACENTIA CA 928706626 Construction 3030680 Phelps Group Inc 901 Wilshire Blvd SANTA MONICA CA 90401 Marketing/Advert. 2919782 City of Hope Medical Foundation 1500 East Duarte Road DUARTE CA 91010 Professional Srvs. 11616695 64 16743541 120831 197639 17062011 NET PATIENT REVENUE 622110 579802777 579802777 OUTPATIENT CLINIC SUPPORT REVENUE 621400 1098755 1098755 OTHER PT.ANCILLARY 622110 6499519 6499519 CLINICAL TRIAL - PATIENT CARE 622110 3942015 3942015 OTHER EXEMPT FUNCTION SERVICES 622110 2491434 2491434 593834500 1978357 1978357 348911 348911 79634 79634 35415340 33171435 2243905 2243905 2243905 0 0 0 INSURANCE CLAIM 900099 752984 752984 REBATE PROGRAM 622110 256314 256314 CASH DISCOUNTS 900099 3067 3067 14313 14313 1026678 616573996 593834500 5677485 2718972 2718972 0 0 0 5855627 1172640 4531952 151035 50000 50000 197335583 166330149 30973698 31736 8746734 7490980 1252482 3272 26248148 22840848 3384074 23226 14366695 12115382 2240976 10337 0 17664897 0 17664897 0 863851 0 863851 0 338974 0 338974 0 0 504280 0 504280 0 91571606 63914748 27650242 6616 2089188 1817531 271657 0 148556292 141606754 6945572 3966 4857348 1736353 3120995 0 0 11150363 9392191 1750465 7707 1888022 1443627 444395 0 0 207885 58876 149009 0 9861639 9861639 0 0 0 34225834 32693457 1505385 26992 598426 571138 27288 0 HOSPITAL PROVIDER FEE 9307580 9307580 0 0 BAD DEBT 1285677 1285677 0 0 PATENT EXPENSE 117997 117997 0 0 DUES AND SUBSCRIPTIONS 1415499 746893 668606 0 TAXES AND LICENSES 523451 220355 303096 0 3348849 2323814 1025035 0 595699417 489767601 105666929 264887 9676261 1850574 38426140 27893417 1782193 1504700 99182195 103196252 323378 100000 100000 467327 6215397 6515241 3746039 9534094 658414523 323361549 314350558 335052974 58178744 78086197 17337952 28401131 21335002 24659625 570653859 617261532 72478093 83202195 7727922 28311028 204400000 197755000 21109531 26486863 305715546 335755086 X 264938313 281506446 264938313 281506446 570653859 617261532 X 20874579 -4306446 X X false true true X true true X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED X 0 0 547607 547607 547607 547607 595151810 1082841172 595699417 1083388779 1000000 1000000 250000 250000 0 0 0 0 false 1000000 1000000 1000000 1000000 4000000 6000000 420753 546691 543709 547607 2058760 250000 250000 250000 250000 1000000 1500000 0 0 0 0 0 DIRECT AND INDIRECT POLITICAL CAMPAIGN ACTIVITIES SCHEDULE C, Part II-A CITY OF HOPE NATIONAL MEDICAL CENTER (MEDICAL CENTER) APPLIED FOR A SECTION 501(H) ELECTION ON FORM 5768 IN THE YEAR ENDED SEPTEMBER 30, 1995. THIS ELECTION HAS NOT BEEN REVOKED SUBSEQUENT TO THIS APPLICATION. THE MEDICAL CENTER INCURRED DIRECT LOBBYING EXPENDITURES IN THE AMOUNT OF $338,974, AND IN-HOUSE EXPENDITURES OF $208,633 DURING FISCAL YEAR 2011 RELATED TO THE FOLLOWING LOBBYING ACTIVITIES. FEDERAL LEGISTLATION: H.R. 4994 MEDICARE AND MEDICAID EXTENDERS ACT OF 2010 (PROVISIONS RELATED TO MEDICARE OUTPATIENT REIMBURSEMENT). INTERNAL STAFF ADVISED AND ADVOCATED ON THE LEGISLATION WITH POLICYMAKERS AND THEIR STAFF ON BEHALF OF THE INTERESTS OF THE ORGANIZATION. H.J. RES. 101 MAKING FURTHER CONTINUING APPROPRIATIONS FOR FISCAL YEAR 2011, AND FOR OTHER PURPOSES (PROVISIONS RELATED TO MEDICARE OUTPATIENT PAYMENT TO PPS EXEMPT CANCER CENTERS). INTERNAL STAFF ADVISED AND ADVOCATED ON THE LEGISLATION WITH POLICYMAKERS AND THEIR STAFF ON BEHALF OF THE INTERESTS OF THE ORGANIZATION. H.R. 2674 340 B IMPROVEMENT ACT OF 2011 (ALL PROVISIONS). INTERNAL STAFF ADVOCATED IN SUPPORT OF THE LEGISLATION (HR 2674) WITH POLICYMAKERS AND THEIR STAFF. HR 2219 FY2012 DEFENSE APPROPRIATIONS BILL (PROVISIONS RELATING TO MEDICAL RESEARCH FUNDING). INTERNAL STAFF AND FEDERAL REGISTERED LOBBYISTS REQUESTED SPECIFIC LEGISLATION TO FUND INSTITUTIONAL PROGRAMS THROUGH COMMUNICATIONS WITH POLICYMAKERS AND THEIR STAFF. FY2012 HOUSE AND SENATE DEFENSE AUTHORIZATION BILL (PROVISIONS RELATED TO MEDICAL RESEARCH). INTERNAL STAFF AND FEDERAL REGISTERED LOBBYISTS REQUESTED SPECIFIC LEGISLATION TO FUND INSTITUTIONAL PROGRAMS THROUGH COMMUNICATIONS WITH POLICYMAKERS AND THEIR STAFF. H.R. 1540 NATIONAL DEFENSE AUTHORIZATION ACT FOR FISCAL YEAR 2012 (PROVISIONS RELATED TO MEDICAL RESEARCH). INTERNAL STAFF AND FEDERAL REGISTERED LOBBYISTS REQUESTED SPECIFIC LEGISLATION TO FUND INSTITUTIONAL PROGRAMS THROUGH COMMUNICATIONS WITH POLICYMAKERS AND THEIR STAFF. FY2012 SENATE AND HOUSE LABOR, HHS, AND EDUCATION BILL (PROVISIONS RELATING TO NIH FUNDING). INTERNAL STAFF ADVISED AND ADVOCATED ON THE LEGISLATION WITH POLICYMAKERS AND THEIR STAFF ON BEHALF OF THE INTERESTS OF THE ORGANIZATION. STATE LEGISLATION: SB 289 (HERNANDEZ) REQUIRES DHCS TO WORK WITH PPS-EXEMPT CANCER CENTERS ON APPROPRIATE DRG MEDI-CAL PAYMENT SYSTEM. INTERNAL STAFF AND STATE REGISTERED LOBBYISTS REQUESTED, ADVOCATED AND DEVELOPED SPECIFIC MEDI-CAL LEGISLATION ON BEHALF OF THE ORGANIZATION THROUGH COMMUNICATION WITH POLICYMAKERS AND THEIR STAFF. SB 38(PADILLA) REQUIRES HOSPITALS AND CLINICS USING COMPUTED TOMOGRAPHY CT X-RAY SYSTEMS FOR HUMAN USE TO RECORD THE DOSE OF RADIATION PRODUCED DURING THE ADMINISTRATION OF CT X-RAY EXAMINATION. INTERNAL STAFF AND STATE REGISTERED LOBBYISTS ADVISED AND ADVOCATED ON THE SPECIFIC LEGISLATION WITH POLICYMAKERS AND THEIR STAFF ON BEHALF OF THE INTERESTS OF THE ORGANIZATION. SB 90 (STEINBERG) CREATES A SIX MONTH HOSPITAL FEE PROGRAM, COVERING JAN. 1, 2011 THROUGH JUNE 30, 2011 THAT BENEFITS MOST HOSPITALS. INTERNAL STAFF ADVISED AND ADVOCATED ON THE LEGISLATION WITH POLICYMAKERS AND THEIR STAFF ON BEHALF OF THE INTERESTS OF THE ORGANIZATION. SB 635 (HERNANDEZ) BEGINNING JANUARY 1, 2014, REQUIRES FUNDS DEPOSITED INTO THE MANAGED CARE ADMINISTRATIVE FINES AND PENALTIES FUND IN EXCESS OF $1,000,000 BE TRANSFERRED EACH YEAR TO THE OFFICE OF STATEWIDE HEALTH PLANNING AND DEVELOPMENT (OSHPD) FOR THE PURPOSE OF THE SONG-BROWN HEALTH CARE WORKFORCE TRAINING ACT OF 1973 (SONG-BROWN). INTERNAL STAFF AND STATE REGISTERED LOBBYISTS ADVOCATED IN SUPPORT OF THE LEGISLATION (SB 635). MEETINGS WITH STATE AGENCIES: INTERNAL STAFF AND STATE LOBBYIST MET WITH LEADERS IN DEPARTMENT OF HEALTH CARE SERVICES (DHCS) REGARDING DIAGNOSIS GROUP-RELATED PAYMENT SYSTEM AND NEW MEDI-CAL PAYMENT SYSTEM. INTERNAL STAFF AND STATE REGISTERED LOBBYISTS ADVISED AND ADVOCATED FOR SPECIFIC REIMBURSEMENT REGULATIONS TO DHCS STAFF ON BEHALF OF THE INTERESTS OF THE ORGANIZATION. INTERNAL STAFF AND STATE LOBBYIST MET WITH STAFF IN THE DEPARTMENT OF HEALTH AND HUMAN SERVICES REGARDING CLINICAL LABORATORY REGULATIONS. INTERNAL STAFF AND STATE LOBBYISTS ADVISED AND ADVOCATED FOR SPECIFIC REGULATIONS TO DHCS STAFF ON BEHALF OF THE INTERESTS OF THE ORGANIZATION. 35350725 -1151279 34199446 31900646 3450079 35350725 31123964 776682 31900646 1.00000 0.00000 0.00000 false false 48790564 48790564 261666221 132947153 128719068 302686928 190414396 112272532 45270810 45270810 335052974 0 ACCRUED INTEREST 4064277 INTEREST RATE SWAP LIABILITY 2108285 SELF INSURANCE LIABILITY 350000 OTHER LIABILITIES 185172 RETIREMENT FUND PAYABLE 5671785 DEFERRED LEASE EXPENSE 2615762 DUE TO AFFILIATE 1749009 WORKERS COMPENSATION LIABILITY 8651637 MISCELLANEOUS 1090936 26486863 ENDOWMENT FUNDS SCHEDULE D, PART V, LINE 4 THE MEDICAL CENTER HAS ENDOWMENT FUNDS THAT ARE AVAILABLE TO FUND FUTURE RESEARCH, CAPITAL AND EXPANSION NEEDS AS DETERMINED BY MANAGEMENT AND THE CITY OF HOPE BOARD OF DIRECTORS. FASB ASC 740 DISCLOSURE SCHEDULE D, PART X, LINE 2 THE FOLLOWING PARAGRAPH IS FROM THE CONSOLIDATED CITY OF HOPE AND AFFILIATES [CITY OF HOPE, CITY OF HOPE AUXILIARIES (AUXILIARIES), GENBASIX, INC., THE MEDICAL CENTER, ONCOLOGY MANAGEMENT SERVICES, INC., THE MEDICAL FOUNDATION AND THE BECKMAN RESEARCH INSTITUTE] AUDITED FINANCIAL STATEMENTS, WHICH INCLUDES THE MEDICAL CENTER: FINANCIAL ACCOUNTING STANDARDS BOARD, ACCOUNTING STANDARD CODIFICATION (FASB ASC) 740, INCOME TAXES, CLARIFIES THE ACCOUNTING FOR INCOME TAXES BY PRESCRIBING A MINIMUM RECOGNITION THRESHOLD THAT A TAX POSITION IS REQUIRED TO MEET BEFORE BEING RECOGNIZED IN THE FINANCIAL STATEMENTS. FASB ASC 740 ALSO PROVIDES GUIDANCE ON DERECOGNITION, MEASUREMENT, CLASSIFICATION, INTEREST AND PENALTIES, DISCLOSURE AND TRANSITION. THE GUIDANCE CONTAINED IN FASB ASC 740 IS APPLICABLE TO PASS-THROUGH ENTITIES AND TAX-EXEMPT ORGANIZATIONS. CITY OF HOPE HAS NO SIGNIFICANT UNCERTAIN TAX POSITION OR TAX LIABILITY FOR TAX BENEFITS, INTEREST OR PENALTIES ACCRUED AT SEPTEMBER 30, 2011 AND 2010. Central America and the Caribbean 0 0 Investments 10627431 East Asia and the Pacific 0 0 Program Services Business & education 21862 Europe (Including Iceland and Greenland) 0 0 Program Services Business & education 97370 North America 0 0 Program Services Business & education 78604 Central America and the Caribbean 0 0 Program Services Business & education 8958 South America 0 0 Program Services Business & education 3974 0 0 0 0 10838199 10838199 true false true true true false FOREIGN INVESTMENTS SCHEDULE F, PART I, LINE 3 INVESTMENT ACTIVITIES OF THE MEDICAL CENTER INCLUDE INVESTMENTS IN MULTIPLE VEHICLES THAT PROVIDE INVESTMENT INCOME AND RETURNS TO THE INSTITUTION TO FURTHER ITS MISSION AND PROGRAMS. AS A RESULT, THERE ARE INVESTMENTS HELD IN OFFSHORE HEDGE FUNDS, MAINLY REGISTERED AS CAYMAN EXEMPTED CORPORATIONS. THESE INVESTMENTS REPRESENT LESS THAN 8% OF THE MEDICAL CENTER'S OVERALL INVESTMENT PORTFOLIO AND HELP MITIGATE PORTFOLIO RISK. THE MEDICAL CENTER HAS HOLDINGS OF ALTERNATIVE INVESTMENTS THAT INCLUDE EQUITY CO-MINGLED FUNDS WHICH ARE INVESTMENT FUND VEHICLES THAT INVEST PRIMARILY IN MARKETABLE EQUITY SECURITIES AND CAN BE LIQUIDATED MONTHLY SUBJECT TO NOTICE REQUIREMENTS. SCHEDULE F, PART I, COLUMN F THE EXPENDITURES IN COLUMN F ARE DETERMINED USING THE ACCRUAL METHOD OF ACCOUNTING. true true X true X 400. false true true false true true 6917000 0 6917000 0.01160 105381192 95216765 10164427 0.01710 112298192 95216765 17081427 0.02870 367653 0 367653 0.00060 855995 62555 793440 0.00130 51776046 10578877 41197169 0.06930 2718972 0 2718972 0.00460 55718666 10641432 45077234 0.07580 168016858 105858197 62158661 0.10450 422 0 422 0.00000 8924 0 8924 0.00000 9346 0 9346 0.00000 true 369417 0 98226881 120692998 -22466117 X true true 1 1 CITY OF HOPE NATIONAL MEDICAL CENTER

1500 EAST DUARTE ROAD DUARTE CA 91010

X X X SHORT-TERM SPECIALTY HOSPITAL CITY OF HOPE NATIONAL MEDICAL CENTER 1 PART I, LINE 3C ALL SELF PAY, UNINSURED AND UNDERINSURED PATIENTS, WHO DO NOT QUALIFY FOR CHARITY CARE UNDER THE MEDICAL CENTER'S CHARITY CARE PROGRAM, ARE OFFERED SERVICES THROUGH THE MEDICAL CENTER AT DISCOUNTED CHARGES. THIS DISCOUNT IS BASED ON A CERTAIN ALGORITHM, REGARDLESS OF THE SERVICES AND SETTING WHERE RENDERED TO THE RESPECTIVE PATIENT. THE DISCOUNT IS ALSO EXTENDED TO PATIENTS THAT QUALIFY FOR THE MEDICAL CENTER'S CHARITY CARE PROGRAM FOR THE OUT OF POCKET PORTION OF CARE THAT IS BEYOND THE CHARITY CARE COVERAGE AMOUNT THE PATIENT QUALIFIED FOR. THE CHARGES CAN BE FURTHER DISCOUNTED IN THE FORM OF A PROMPT PAYMENT DISCOUNT, IF THE PAYMENT IS AGREED TO IN ADVANCE AND MADE BY THE PATIENT WITHIN 30 DAYS OF RECEIPT OF THE MEDICAL CENTER'S BILL. PART I, LINE 6A THE COMMUNITY BENEFIT DATA FOR the MEDICAL CENTER APPEARS IN THE CITY OF HOPE COMMUNITY BENEFIT REPORT. PART I, LINE 7 THE AMOUNTS REPORTED IN THIS SECTION WERE DETERMINED USING COST ACCOUNTING METHODOLOGY WHICH CAPTURES THE TRUE COST OF TREATING PATIENTS. THESE AMOUNTS INCLUDE BOTH DIRECT AND INDIRECT COSTS AND INCLUDES ALL PATIENT SEGMENTS SUCH AS INPATIENT AND OUTPATIENT, PRIVATE INSURANCE, MANAGED CARE, MEDICARE, MEDI-CAL AND OTHER INSURERS AND THE UNINSURED OR UNDERINSURED. SCHEDULE H, PART I, LINE 7, COLUMN F BAD DEBT EXPENSE OF $1,285,677 WAS INCLUDED IN FORM 990, PART IX, LINE 25, BUT IS EXCLUDED FOR THE PURPOSE OF CALCULATING THE PERCENTAGE OF TOTAL COMMUNITY BENEFIT EXPENSE. THE CALIFORNIA HOSPITAL FEE PROGRAM (THE PROGRAM) WAS SIGNED INTO LAW BY THE GOVERNOR OF CALIFORNIA AND BECAME EFFECTIVE ON JANUARY 1, 2010. AMENDING LEGISLATION, TO CONFORM TO CHANGES REQUESTED BY THE CENTERS FOR MEDICARE & MEDICAID SERVICES (CMS) DURING THE APPROVAL PROCESS, WAS SIGNED INTO LAW BY THE GOVERNOR OF CALIFORNIA AND BECAME EFFECTIVE SEPTEMBER 8, 2010. THE PRIMARY LEGISLATION (AB 1383) AND AMENDING LEGISLATION (AB 1653) CONTAINS TWO COMPONENTS. THE QUALITY ASSURANCE FEE ACT GOVERNS THE "HOSPITAL FEE" OR "QUALITY ASSURANCE FEE" (QA FEE) PAID BY PARTICIPATING HOSPITALS. THE MEDI-CAL HOSPITAL PROVIDER STABILIZATION ACT GOVERNS SUPPLEMENTAL MEDI-CAL PAYMENTS (SUPPLEMENTAL PAYMENTS) MADE TO PROVIDERS FROM THE FUND. HOSPITAL PARTICIPATION IS MANDATORY, WITH LIMITED EXCEPTIONS. ON JANUARY 20, 2011, CMS GAVE FINAL APPROVAL OF THE PROGRAM. DURING THE YEAR ENDED SEPTEMBER 30, 2011, THE MEDICAL CENTER MADE PAYMENTS TO THE CALIFORNIA DEPARTMENT OF HEALTH CARE SERVICES (DHCS) FOR THE QA FEE IN THE AMOUNT OF $9,307,580 AND RECEIVED $46,391,850 IN SUPPLEMENTAL PAYMENTS, WHICH WERE RECORDED AS PROGRAM EXPENSES AND AN INCREASE TO NET PATIENT SERVICES REVENUES, RESPECTIVELY. THE PAYMENT AND RECEIPTS PERTAINED TO THE APPROVED PERIOD FROM APRIL 1, 2009 THROUGH DECEMBER 31, 2010. THE QA FEE OF $9,307,580 HAS BEEN INCLUDED IN SCHEDULE H PART I LINE 7B COLUMN (C) TOTAL COMMUNITY BENEFIT EXPENSE. THE SUPPLEMENTAL PAYMENTS TOTALING $46,391,850 HAVE BEEN INCLUDED IN SCHEDULE H PART I LINE 7B COLUMN (D) DIRECT OFFSETTING REVENUE. THE MEDICAL CENTER ALSO ENTERED INTO AN ENFORCEABLE PLEDGE AGREEMENT WITH THE CALIFORNIA HEALTH FOUNDATION AND TRUST (CHFT), AGREEING TO MAKE CONTRIBUTIONS TO THE CHFT BASED ON A PRE-DESCRIBED CALCULATION METHODOLOGY. THESE FUNDS WILL BE USED BY CHFT TO SUPPORT CHARITABLE ACTIVITIES AT VARIOUS INDEPENDENT HOSPITALS AND HOSPITALS AND HEALTH SYSTEMS IN CALIFORNIA, INCLUDING MEASURES TO ALLEVIATE DISTORTIONS, INTERRUPTIONS AND DISPARITIES POTENTIALLY RESULTING FROM SHORT-TERM CHANGES IN GOVERNMENT HEALTH CARE REIMBURSEMENT PROGRAMS, INCLUDING THE HOSPITAL FEE TO BE IMPOSED ON HOSPITALS UNDER THE PROGRAM. DURING 2011, THE MEDICAL CENTER MADE PAYMENTS TOTALING $2,710,788 UNDER THE CHFT PLEDGE AGREEMENT, WHICH HAVE ALSO BEEN INCLUDED AS A COMPONENT OF PROGRAM SERVICE EXPENSE. THE $2,710,988 IS INCLUDED IN SCHEDULE H PART I LINE 7I COLUMN (C) TOTAL COMMUNITY BENEFIT EXPENSE. PART II COMMUNITY BUILDING ACTIVITIES COMMUNITY BUILDING ACTIVITIES SHOWN ON SCHEDULE H AND VALUED AT $9,346 INCLUDE ACTIVITIES CLASSIFIED AS "WORKFORCE DEVELOPMENT." WORKFORCE DEVELOPMENT PROGRAM ENCOMPASS MENTORSHIP/INTERACTIVE LEARNING PROGRAMS DESIGNED TO HELP LOCAL HIGH SCHOOL STUDENTS EXPLORE CAREER OPTIONS IN HEALTH CARE OR BASIC SCIENCE RESEARCH: GROUNDHOG JOB SHADOW DAY, CAREER DAY, THE SUMMER HIGH SCHOOL MENTORSHIP PROGRAM AND SCIENCE FIELD DAY. CITY OF HOPE PLANS WORKFORCE DEVELOPMENT ACTIVITIES IN PARTNERSHIP WITH THE CITY OF DUARTE, LOCAL BUSINESSES AND COMMUNITY-BASED ORGANIZATIONS THROUGH THE COMMUNITY OF PROMISE PROJECT. DUARTE'S PROMISE IS PART OF AMERICA'S PROMISE, A NATIONAL VOLUNTEER-BASED INITIATIVE TO SUPPORT YOUTH DEVELOPMENT. "COMMUNITIES OF PROMISE" ARE BROADLY DEFINED AS COMMUNITY -WIDE ALLIANCES WORKING TOWARD A COMMON GOAL OF DELIVERING FIVE PROMISES KNOWN TO HAVE A SIGNIFICANT IMPACT ON YOUTH. THOSE PROMISES ARE: AN ON-GOING RELATIONSHIP WITH A CARING ADULT, SAFE PLACES AND STRUCTURED ACTIVITIES DURING SCHOOL HOURS, A HEALTHY START, MARKETABLE SKILLS THROUGH EFFECTIVE EDUCATION AND COMMUNITY SERVICE OPPORTUNITIES. WITH MORE THAN 4,000 EMPLOYEES, THE MEDICAL CENTER IS THE LARGEST EMPLOYER IN DUARTE. IN ADDITION TO GENERATING A HIGH VOLUME AND WIDE ARRAY OF JOB OPPORTUNITIES, THE MEDICAL CENTER PARTICIPATES IN THE DUARTE UNIFIED SCHOOL DISTRICT'S REGIONAL OCCUPATIONAL PROGRAM, THROUGH WHICH THE ORGANIZATION EMPLOYS AREA YOUTH AND HELPS THEM DEVELOP MARKETABLE SKILLS. MANY PROGRAM ALUMNI NOW WORK AT THE MEDICAL CENTER. PARTICIPATION BY A MEDICAL CENTER PROGRAM EVALUATOR/ HEALTH EDUCATOR IN MEETINGS OF THE WEST SAN GABRIEL VALLEY HEALTH COUNCIL (WSGV) AND THE DUARTE HEALTHY CITIES COLLABORATIVE IS CLASSIFIED ON SCHEDULE H AS "COALITION-BUILDING." THE GOAL OF THE WSGV HEALTH COUNCIL (WHICH IS NO LONGER ACTIVE) WAS TO ADVANCE THE HEALTH OF OUR COMMUNITY BY PROMOTING PROGRAM SHARING AND COLLABORATION AMONG HOSPITALS AND COMMUNITY-BASED ORGANIZATIONS IN THE WEST SAN GABRIEL VALLEY. THE GOAL OF THE DUARTE HEALTHY CITIES COLLABORATIVE IS TO FOSTER PUBLIC AND PRIVATE PARTNERSHIP IN ADVANCING COMMUNITY WELL-BEING. PART III, LINE 4 BAD DEBT AT COST IS DETERMINED BY USING ACTUAL BAD DEBT EXPENSE/WRITE-OFF AMOUNT TIMES THE MEDICAL CENTER'S COST TO CHARGE RATIO. BAD DEBT EXPENSE/WRITE-OFF AMOUNT IS THE FINAL AMOUNT NET OF ANY PAYMENTS ON THE RELATED ACCOUNTS. NO DISCOUNTS ARE GIVEN ON BAD DEBT ACCOUNTS. BAD DEBT IS CLASSIFIED AS AN OPERATING EXPENSE IN THE FINANCIAL STATEMENTS, IN ACCORDANCE WITH HFMA STATEMENT 15. BAD DEBT IS DEFINED AS: EXPENSES RESULTING FROM TREATMENT FOR HEALTH CARE SERVICES PROVIDED TO A PATIENT WHEN THE PATIENT OR A GUARANTOR HAS THE REQUISITE FINANCIAL RESOURCES TO PAY FOR HEALTH CARE SERVICES BUT HAS DEMONSTRATED AN UNWILLINGNESS BY HIS OR HER ACTIONS TO COMPLY WITH THE CONTRACTUAL ARRANGEMENTS TO RESOLVE A BILL. BAD DEBT MUST BE RELATED TO COVERED SERVICES AND DERIVED FROM DEDUCTIBLES AND COINSURANCE AMOUNTS. REASONABLE COLLECTION EFFORTS ARE MADE TO COLLECT THE DEBT. THE DEBT MUST ACTUALLY BE UNCOLLECTED WHEN CLAIMED AS WORTHLESS AND ESTABLISHED THAT THERE IS NO LIKELIHOOD OF RECOVERY AT ANY TIME IN THE FUTURE. NET PATIENT SERVICE REVENUES ARE REPORTED AT NET REALIZABLE AMOUNTS FROM THIRD-PARTY PAYORS AND OTHERS FOR SERVICES RENDERED. THE ALLOWANCES FOR CONTRACTUAL DISCOUNTS AND UNCOLLECTIBLE ACCOUNTS HAVE BEEN DETERMINED BASED ON HISTORICAL COLLECTION DATA. PART III, LINE 8 IN ADDITION TO BEING A NCI-DESIGNATED COMPREHENSIVE CANCER CENTER, THE MEDICAL CENTER IS A FOUNDING MEMBER OF THE NATIONAL COMPREHENSIVE CANCER NETWORK (NCCN), AN ALLIANCE OF 21 OF THE NATION'S LEADING CANCER CENTERS THAT DEFINES AND SETS NATIONAL STANDARDS FOR CANCER CARE - STANDARDS THAT ARE MADE AVAILABLE TO PATIENTS AND PHYSICIANS. NCCN MEMBER INSTITUTIONS ADVANCE CANCER PREVENTION, SCREENING, DIAGNOSIS AND TREATMENT THROUGH EXCELLENCE IN BASIC AND CLINICAL RESEARCH. The Medical Center AND OTHER NCCN PARTNERS ENHANCE THE EFFECTIVENESS AND EFFICIENCY OF CANCER CARE DELIVERY THROUGH THE ONGOING COLLECTION, SYNTHESIS AND ANALYSIS OF OUTCOME DATA. GIVEN THE INSTITUTION'S FOCUS ON CANCER AND HIGHER INCIDENCE OF CANCER AMONG ADULTS 65 AND OLDER, the Medical Center TREATS A HIGH PROPORTION OF MEDICARE PATIENTS. THAT FACT, COMBINED WITH THE HIGH COST OF COMPLEX CANCER CARE, MEANS THAT THE MEDICAL CENTER BEARS SIGNIFICANT UNREIMBURSED MEDICARE EXPENSES. RECOGNIZING THE MEDICAL CENTER'S EXTRAORDINARY CONTRIBUTIONS TO CANCER CARE, RESEARCH EDUCATION AND POPULATION HEALTH, THE MEDICAL CENTER'S MEDICARE SHORTFALL SHOULD BE CONSIDERED A COMMUNITY BENEFIT. COSTING METHODOLOGY USED: MEDICARE COST IS BASED ON THE MEDICARE COST REPORT WHICH COMBINES ROUTINE AND ANCILLARY COSTS. THE CALCULATION OF THE COST FOR ANCILLARY SERVICES IS BASED ON A RATIO OF COST TO CHARGES AND ROUTINE SERVICES ARE BASED ON DIRECT ROUTINE COSTS, ALLOCATED BASED ON THE MEDICARE PATIENT DAYS AS A PERCENT OF THE TOTAL PATIENT DAYS. PART III, LINE 9B PATIENT ACCOUNTS ARE NOT SENT TO COLLECTION WITHOUT GIVING PATIENTS ADEQUATE TIME TO BE EVALUATED OR RE-EVALUATED FOR FINANCIAL ASSISTANCE AND TO DEVELOP ALTERNATIVE PAYMENT ARRANGEMENTS. PATIENT ACCOUNTS WILL NOT BE SENT TO COLLECTION PENDING COMPLETION OF FINANCIAL COUNSELING. A PATIENT WILL BE GIVEN NOTICE AT LEAST SEVEN BUSINESS DAYS BEFORE HIS OR HER FILE IS SENT TO A COLLECTION AGENCY. NEITHER THE MEDICAL CENTER NOR ITS THIRD PARTY COLLECTION VENDORS WILL USE WAGE GARNISHMENT OR LIENS ON PRIMARY RESIDENCES AS A MEANS OF COLLECTING UNPAID HOSPITAL BILLS FROM PATIENTS WHO ARE ELIGIBLE FOR ANY FORM OF CHARITY CARE UNDER THE CHARITY CARE POLICY. ALL AGENCIES USED FOR COLLECTION ARE ADVISED OF THE MEDICAL CENTER'S POLICY IN WRITING AND THe CHARITY CARE POLICY IS INCORPORATED BY REFERENCE IN COLLECTION CONTRACTS WITH SUCH AGENCIES. THE MEDICAL CENTER RECEIVES WRITTEN ASSURANCES FROM THESE AGENCIES THAT THEY WILL ADHERE TO THE MEDICAL CENTER'S STANDARDS. PART VI, LINE 2 NEEDS ASSESSMENT THE MEDICAL CENTER COMPLETED ITS LAST TRIENNIAL COMMUNITY HEALTH NEEDS ASSESSMENT IN 2010. PRIMARY DATA WAS COLLECTED THROUGH TELEPHONE INTERVIEWS WITH COMMUNITY REPRESENTATIVES WHO WERE KNOWLEDGEABLE ABOUT CANCER-RELATED NEEDS IN THE MEDICAL CENTER'S COMMUNITY. INTERVIEWS COMPLETED REFLECTED A CROSS-SECTION OF THE COMMUNITY AND INCLUDED SCHOOLS, GOVERNMENT AGENCIES, MENTAL HEALTH AGENCIES, COMMUNITY HOSPITALS, ADVOCACY ORGANIZATIONS AND ORGANIZATIONS FOCUSED ON SERVING INDIVIDUALS IMPACTED BY CANCER. A TOTAL OF 62 INTERVIEWS WERE COMPLETED. TO DEVELOP A DEMOGRAPHIC AND HEALTH STATUS PROFILE OF THE COMMUNITY, DATA WAS GATHERED FROM SUCH SOURCES AS THE UNITED STATES CENSUS BUREAU, THE AMERICAN CANCER SOCIETY, THE California DEPARTMENT OF HEALTH SERVICES AND THE LOS ANGELES COUNTY DEPARTMENT OF HEALTH SERVICES. PART VI, LINE 3 PATIENT EDUCATION OF ELIGIBILITY FOR ASSISTANCE PATIENTS AND PERSONS WHO MAY BE BILLED FOR PATIENT CARE ARE INFORMED ABOUT THEIR ELIGIBILITY FOR ASSISTANCE BY THE MEDICAL CENTER'S PATIENT FINANCIAL COUNSELORS PRIOR TO THEIR FIRST APPOINTMENT. IN ADDITION, DURING THE INITIAL MEETING BETWEEN CLINICAL SOCIAL WORKERS AND PATIENTS AND THEIR FAMILIES, ASSESSMENT OF A PATIENTS' NEED FOR ASSISTANCE WITH HOUSING, TRANSPORTATION, OBTAINING MEDICATIONS, AND OTHER FINANCIAL SUPPORT AND ELIGIBILITY FROM STATE AND FEDERAL PROGRAMS IS CONDUCTED. SOCIAL WORKERS AND OTHER MEDICAL CENTER STAFF REFER PATIENTS TO A MEDICAL CENTER RESOURCES COORDINATOR, WHO HELPS PATIENT'S AND FAMILY APPLY FOR ASSISTANCE AND ACCESS COMMUNITY RESOURCES. IN ADDITION, INFORMATION ABOUT MEDICAL CARE FOR THOSE WHO CANNOT AFFORD TO PAY IS CONTAINED IN A LETTER SENT TO ALL NEW PATIENTS PRIOR TO THEIR FIRST VISIT. THIS INFORMATION IS ALSO POSTED NEAR THE NEW PATIENT CHECK-IN DESK AND IS INCLUDED IN A GUIDE PROVIDED TO EVERY NEW OUTPATIENT. THE MEDICAL CENTER'S PATIENTS AND THEIR FAMILIES CAN ALSO LEARN ABOUT FINANCIAL COUNSELING AND OTHER RESOURCES THROUGH THE INSTITUTION'S PATIENT AND FAMILY ORIENTATION CLASS AND FINANCIAL TIPS AND TOOLS WORKSHOP. BOTH OF THESE PROGRAMS ARE OFFERED IN ENGLISH AND SPANISH TO EVERY NEW PATIENT. INDIVIDUAL COUNSELING IS ALSO OFFERED TO PATIENTS WHO SPEAK OTHER LANGUAGES. IN JUNE 2009, THE MEDICAL CENTER INTRODUCED SUPPORTSCREEN, A HANDHELD, TOUCH-SCREEN TECHNOLOGY THAT ENABLES PATIENTS TO ANSWER QUESTIONS ABOUT THEIR PSYCHOLOGICAL, EMOTIONAL, PHYSICAL, REHABILITATIVE, SOCIAL AND FINANCIAL CONCERNS, SO THAT STAFF CAN HELP PATIENTS ADDRESS POTENTIAL PROBLEMS AND BARRIERS TO CARE. THE SYSTEM ENABLES STAFF TO PROMPTLY FOLLOW UP WITH PATIENTS WHO ARE SIGNIFICANTLY CONCERNED ABOUT FINANCIAL ISSUES AND WANT MORE INFORMATION OR SOMEONE TO TALK TO ABOUT ASSISTANCE AND RESOURCES. PART VI, LINE 4 COMMUNITY INFORMATION WHILE THE MEDICAL CENTER'S RESEARCH ADVANCES TREATMENT WORLDWIDE, OUR PRIMARY SERVICE AREA COVERS THE FOUR SOUTHERN CALIFORNIA COUNTIES OF LOS ANGELES, ORANGE, SAN BERNARDINO AND RIVERSIDE. MORE THAN FOUR (4) MILLION PEOPLE RESIDE IN THE MEDICAL CENTER'S PRIMARY SERVICE AREA. LOCATED IN THE CITY OF DUARTE, WHICH PRIDES ITSELF AS THE "CITY OF HEALTH", DUARTE IS A RICHLY DIVERSE COMMUNITY WITH A POPULATION OF 21,742 LOCATED IN THE SAN GABRIEL VALLEY IN NORTHEAST LOS ANGELES COUNTY. THE MEDICAL CENTER AND THE CITY OF DUARTE HAVE WORKED TOGETHER TO IMPROVE HEALTH IN THE COMMUNITY FOR MANY YEARS, AS DEMONSTRATED BY OUR LONG-TERM COLLABORATION ON THE DUARTE HEALTHY CITIES AND COMMUNITY OF PROMISE PROJECTS. DUARTE WAS PART OF THE ORIGINAL GROUP OF TEN CITIES SELECTED IN 1989 TO PARTICIPATE IN THE CALIFORNIA HEALTHY CITIES PROJECT. OVER THE YEARS, THE CITY OF DUARTE HAS ENGAGED IN A WIDE ARRAY OF HEALTHY CITIES ACTIVITIES RANGING FROM BICYCLE AND PEDESTRIAN SAFETY TO INTER-GENERATIONAL MENTORING AND NUTRITION AND PHYSICAL ACTIVITY. THE MEDICAL CENTER HAS BEEN A PARTNER IN THE DUARTE HEALTHY CITIES PROJECT SINCE THE INCEPTION OF THE CALIFORNIA HEALTHY CITIES INITIATIVE. APPROXIMATELY 12% OF THE MEDICAL CENTER'S PATIENT POPULATION IS ON MEDI-CAL. MORE THAN ONE IN FOUR (26.0%) ADULTS AGED 18-64 YEARS IN LOS ANGELES COUNTY AND MORE THAN ONE IN FIVE ADULTS (22.5% IN THE SAN GABRIEL VALLEY ARE UNINSURED. THE MEDICAL CENTER CONTRIBUTES FURTHER TO THE LOCAL ECONOMY BY GENERATING SUBSTANTIAL REVENUE FOR RESTAURANTS AND OTHER BUSINESSES IN THE DUARTE AREA. PART VI, LINE 5 PROMOTION OF COMMUNITY HEALTH THE MEDICAL CENTER'S BOARD OF DIRECTORS IS COMPOSED OF PROMINENT LEADERS IN THE COMMUNITY, BUSINESS ARENA AND PHILANTHROPIC WORLD. AS ONE OF THE NATION'S 40 NATIONAL CANCER INSTITUTE-DESIGNATED COMPREHENSIVE CANCER CENTERS, THE MEDICAL CENTER SERVES A VITAL ROLE IN ITS COMMUNITY. THE MEDICAL CENTER INTEGRATES BASIC, CLINICAL, PREVENTION, DISEASE CONTROL AND POPULATION RESEARCH. AT ANY GIVEN TIME, THE MEDICAL CENTER CONDUCTS MORE THAN 300 CLINICAL TRIALS INVOLVING 25 PERCENT OF ITS PATIENTS (THE NATIONAL AVERAGE IS LESS THAN 5 PERCENT) DEMONSTRATING THE INSTITUTION'S COMMITMENT TO BRINGING NEW, MORE EFFECTIVE TREATMENTS TO INDIVIDUALS WITH CANCER. THE MEDICAL CENTER FUNDED A NET TOTAL OF $41,197,169 IN CANCER RESEARCH IN FISCAL YEAR 2011. THE MEDICAL CENTER'S SISTER CORPORATION, THE BECKMAN RESEARCH INSTITUTE OF THE CITY OF HOPE, FUNDED A TOTAL OF $90,100,000 OF BASIC SCIENTIFIC RESEARCH AT CITY OF HOPE IN DISEASE INVESTIGATION, MEDICAL AND BIOMEDICAL RESEARCH INCLUDING DNA SYNTHESIS AND CELL ANALYSIS. THE BECKMAN RESEARCH INSTITUTE IS A MEDICAL RESEARCH ORGANIZATION AND DOES NOT FILE SCHEDULE H ALONG WITH ITS FORM 990. THE AMOUNT OF RESEARCH FUNDED BY THE BECKMAN RESEARCH INSTITUTE IS NOT INCLUDED IN THE CALCULATION OF THE MEDICAL CENTER'S COMMUNITY BENEFIT REFLECTED IN SCHEDULE H, PART I, LINE 7A OF THIS RETURN. THE MEDICAL CENTER OFFERS AN EXTENSIVE ARRAY OF PROGRAMS AND SERVICES THAT SERVE STUDENTS, POST-DOCTORAL TRAINEES, PHYSICIANS, NURSES AND OTHER HEALTHCARE PROFESSIONALS. SUPPORT FROM THE MEDICAL CENTER IS INTEGRAL TO VIRTUALLY ALL OF THESE PROGRAMS. HOSPITAL STAFF CONTRIBUTE THEIR EXPERTISE AS MENTORS AND PRESENTERS. HOSPITAL FACILITIES SERVE AS VITAL SITES FOR CLINICAL TRAINING AND AS VENUES FOR CONFERENCES. THE MEDICAL CENTER SERVES AS A RESOURCE FOR YOUNG PHYSICIANS SEEKING TO DEVELOP EXPERTISE IN CANCER, DIABETES AND OTHER DISEASES. RECOGNIZED WORLDWIDE FOR ITS INNOVATIVE APPROACHES TO ADVANCING SCIENCE, THE MEDICAL CENTER OFFERS A NUMBER OF HANDS-ON FELLOWSHIPS AND RESIDENCIES IN AN ARRAY OF AREAS, FROM CANCER GENETICS AND BONE MARROW TRANSPLANTATION TO SURGICAL ONCOLOGY AND MOLECULAR EPIDEMIOLOGY. THE DEPARTMENT OF CONTINUING MEDICAL EDUCATION, IN COLLABORATION WITH MANY OF THE DIVISIONS AT THE MEDICAL CENTER, OFFERS EXTRAMURAL, LOCAL, REGIONAL AND NATIONAL OUTREACH PROGRAMS. ON FEBRUARY 24, 2011, OUR CME PROGRAM UNDERWENT THE AMERICAN COUNCIL FOR CONTINUING MEDICAL EDUCATION ("ACCME") RE-ACCREDITATION REVIEW. ON JULY 22, 2011 THE ACCME APPRISED US OF THEIR DECISION TO AWARD OUR PROGRAM ITS SECOND CONSECUTIVE ACCREDITATION WITH COMMENDATION CITING COMPLIANCE IN ALL 22 CRITERIA AND ACCREDITATION POLICIES AND CHARACTERIZING OUR CME PROGRAM AS HAVING "...DEMONSTRATED AN ENGAGEMENT WITH YOUR ENVIRONMENT IN SUPPORT OF PHYSICIAN LEARNING AND CHANGE THAT IS PART OF A SYSTEM OF QUALITY IMPROVEMENT." THE MEDICAL CENTER OFFERS THE "ASK THE EXPERTS" COMMUNITY EDUCATION SERIES AND COMMUNITY EDUCATION FORUM ON CONTEMPORARY ISSUES SUCH AS HEALTH CARE REFORM. AT THESE EDUCATION PROGRAMS PHYSICIANS, RESEARCHERS AND STAFF DISCUSS DISEASES, TREATMENTS AND RESEARCH AND RESPOND TO QUESTIONS FROM THE PUBLIC. AT ANY GIVEN TIME, THE MEDICAL CENTER CONDUCTS MORE THAN 300 CLINICAL TRIALS, INVOLVING 25 PERCENT OF ITS PATIENTS, DEMONSTRATING ITS COMMITMENT TO BRINGING NEW, MORE EFFECTIVE TREATMENTS TO PATIENTS. THE NATIONAL AVERAGE IS LESS THAN 5 PERCENT. THE MEDICAL CENTER OFFERS AN EXTENSIVE ARRAY OF PROGRAMS AND SERVICES THAT SERVE STUDENTS, POSTDOCTORAL TRAINEES, PHYSICIANS, NURSES, OTHER HEALTH-CARE PROFESSIONALS AND THE PUBLIC. THE MEDICAL CENTER'S FACILITIES SERVE AS VITAL SITES FOR CLINICAL TRAINING AND AS VENUES FOR PROFESSIONAL MEDICAL CONFERENCES, MEETINGS AND TRAINING SESSIONS. THE MEDICAL CENTER OFFERS NUMEROUS HANDS-ON INTERNSHIPS, FELLOWSHIPS AND RESIDENCIES FOR HEALTH PROFESSIONALS IN A BROAD ARRAY OF AREAS INCLUDING CANCER GENETICS, BONE MARROW TRANSPLANTATION, MOLECULAR EPIDEMIOLOGY, PHARMACY, CLINICAL NUTRITION AND HOSPITAL ADMINISTRATION. PROGRAM ALUMNI GO ON TO PROVIDE HEALTH CARE IN OUR COMMUNITIES. TECHNICAL ASSISTANCE PROVIDED TO GOVERNMENT AGENCIES AND COMMUNITY ORGANIZATIONS, CONTRIBUTIONS TO THE RESEARCH LITERATURE AND LEADERSHIP OF COMMUNITY BOARDS ARE A FEW ADDITIONAL EXAMPLES OF WAYS IN WHICH THE MEDICAL CENTER PROMOTES THE HEALTH OF ITS COMMUNITY. PART VI, LINE 6 AFFILIATED HEALTH CARE SYSTEM A MYRIAD OF CONTRIBUTIONS TO COMMUNITY WELL-BEING MADE BY THE BECKMAN RESEARCH INSTITUTE ARE NOT REFLECTED IN THE COMMUNITY BENEFIT VALUES REPORTED ON SCHEDULE H. THE CENTER OF COMMUNITY ALLIANCE FOR RESEARCH AND EDUCATION (CCARE) WITHIN THE BECKMAN RESEARCH INSTITUTE IS THE FOCAL POINT FOR CITY OF HOPE'S COMMUNITY ENGAGEMENT INITIATIVES. CCARE FOCUSES INITIATIVES IN THREE AREAS: 1. PREVENTION - EDUCATION, SCREENING/EARLY DETECTION AND FOLLOW-UP 2. RESEARCH - THERAPEUTIC, NON-THERAPEUTIC AND OBSERVATIONAL; AND 3. TRAINING - EDUCATION AND MENTORING OF STUDENTS, RESEARCHERS, CLINICIANS AND COMMUNITY ADVOCATES. CITY OF HOPE STRENGTHENED ITS COMMITMENT TO COMMUNITY COLLABORATION IN 2006 BY ESTABLISHING CCARE. ALL OF CCARE'S ACTIVITIES ARE COMMUNITY COLLABORATIONS. COLLABORATORS INCLUDE THE AMERICAN CANCER SOCIETY, COUNTY AND MUNICIPAL HEALTH AND RECREATION DEPARTMENTS, COMMUNITY HOSPITALS, SCHOOL DISTRICTS, HEALTH CLINICS, SURVIVOR-ADVOCACY ORGANIZATIONS AND THE WELLNESS COMMUNITY. THE EAT, MOVE, LIVE PROGRAM OFFERED TO PARENTS AND CHILDREN IN DUARTE BY CCARE IS ONLY ONE AMONG SCORES OF INITIATIVES THAT CCARE HAS ORGANIZED TO ADVANCE COMMUNITY ENGAGEMENT AND MINORITY INCLUSION. THE DIVISION OF NURSING RESEARCH AND EDUCATION, WHICH IS ALSO HOUSED WITHIN THE BECKMAN RESEARCH INSTITUTE, CONDUCTS INTERDISCIPLINARY RESEARCH ORGANIZED AROUND THE QUALITY OF LIFE AND SYMPTOM MANAGEMENT OF ONCOLOGY PATIENTS. STUDIES CONDUCTED IN THE DEPARTMENT EXTEND ACROSS THE TRAJECTORY OF DISEASE, FROM DIAGNOSIS AND TREATMENT TO SURVIVORSHIP AND END-OF-LIFE CARE. FINDINGS FROM THIS RESEARCH ARE DISSEMINATED THROUGH MULTIPLE COURSES OFFERED THROUGHOUT THE YEAR TO HEALTH PROFESSIONALS FROM ACROSS THE COUNTRY. NURSING RESEARCH AND EDUCATION OFFERS THE FOLLOWING COURSES: 1. ADVOCATING FOR CLINICAL EXCELLENCE 2. END OF LIFE NURSING EDUCATION 3. PAIN RESOURCE NURSE TRAINING COURSE 4. SURVIVORSHIP TRAINING COURSE FOR NURSES 5. EXCELLENCE IN CANCER EDUCATION AND LEADERSHIP THE NON-PROFIT MEDICAL FOUNDATION WAS LAUNCHED ON JUNE 1, 2011. THE NEW MEDICAL FOUNDATION HAS FOSTERED INCREASED COLLABORATION BETWEEN PHYSICIANS AND THE MEDICAL CENTER IN PROVIDING PATIENT CARE AND SERVING THE COMMUNITY. THE MEDICAL FOUNDATION OPERATES THE FOLLOWING OUTPATIENT CLINIC FACILITIES, SOUTH PASADENA CANCER CENTER IN PASADENA, CALIFORNIA AND THE GERI AND RICHARD BRAWERMAN AMBULATORY CARE CENTER IN DUARTE, CALIFORNIA AND CLINICS IN SANTA CLARITA, LANCASTER AND GLENDALE, CALIFORNIA. THE MEDICAL FOUNDATION SUPPORTS THE MEDICAL CENTER'S MISSION OF ADVANCING HIGH-QUALITY PATIENT CARE, INNOVATIVE RESEARCH AND EDUCATION PROGRAMS AND HAS ENABLED THE MEDICAL CENTER TO EXPAND SERVICES FARTHER INTO THE COMMUNITY. PART VI, LINE 7 STATE FILING OF COMMUNITY BENEFIT REPORT THE MEDICAL CENTER'S COMMUNITY BENEFIT REPORT IS FILED IN THE STATE OF CALIFORNIA. true CALIFORNIA HEALTH FOUNDATION TRUST 1215 K STREET SUITE 800 SACRAMENTO CA 95814 941498697 501 (C) 3 2710788 SEE PART IV. 1 0 PURPOSE OF GRANT OR ASSISTANCE PART II, LINE 2, COLUMN H TO SUPPORT CHARITABLE ACTIVITIES AT VARIOUS INDEPENDENT HOSPITALS AND HOSPITAL/HEALTH SYSTEMS IN CALIFORNIA, INCLUDING MEASURES TO ALLEVIATE LOSSES POTENTIALLY RESULTING FROM THE IMPLEMENTATION OF THE HOSPITAL FEE PROGRAM. 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MICHAEL FRIEDMAN, M.D. IS PROVIDED WITH SOCIAL CLUB MEMBERSHIPS FOR WHICH DETAILED BUSINESS RECEIPTS MUST BE SUBMITTED INDICATING THE BUSINESS PURPOSES ASSOCIATED WITH SERVICES AND THE PERSONAL USE ASSOCIATED WITH SERVICES. HE IS NOT REIMBURSED FOR THE PERSONAL PORTION OF THESE SERVICES. THE AMOUNT OF SOCIAL CLUB DUES INCLUDED IN OTHER REPORTABLE COMPENSATION COLUMN B(III) WAS $75 DURING ENDED DECEMBER 31, 2010. CERTAIN EXECUTIVES AND OTHER EMPLOYEES LISTED IN PART VII ARE PROVIDED WITH AN AUTOMOBILE ALLOWANCE WHICH HAS BEEN INCLUDED IN TAXABLE INCOME COLUMN B(III) OF SCHEDULE J TO THE EXTENT THE ALLOWANCE IS UNSUBSTANTIATED BY ASSOCIATED BUSINESS MILEAGE. SEVERANCE OR CHANGE OF CONTROL PAYMENTS SCHEDULE J, PART I, LINE 4A THE MEDICAL CENTERS'S OFFICERS AND KEY EMPLOYEES ARE ELIGIBLE TO RECEIVE FAIR COMPENSATION FOR A SPECIFIED PERIOD OF TIME IN THE EVENT OF A POSITION ELIMINATION OR OTHER NOT FOR CAUSE SEPARATION ("SEPARATION PAYMENT"). ANY TAXABLE INCOME RECEIVED BY THE OFFICER OR KEY EMPLOYEE DURING SUCH PERIOD FROM ANY OTHER SOURCE IS COUNTED IN THE AGGREGATE TO REDUCE DIRECTLY, ON A DOLLAR FOR DOLLAR BASIS, THE ORGANIZATION'S SEPARATION PAYMENT. DURING 2010 THE MEDICAL CENTER MADE SEPARATION PAYMENTS TO DENNIS RUSCH ($77,088), DEBBIE GAC ($61,923), ROBERT POWELL ($11,742). BECKMAN RESEARCH INSTITUTE MADE A SEPARATION PAYMENT TO ROBERT POWELL ($46,968). THESE AMOUNTS HAVE BEEN INCLUDED IN SCHEDULE J PART II OTHER REPORTABLE COMPENSATION COLUMN B(III). PARTICIPATION IN NON-QUALIFIED 457(F) PLAN SCHEDULE J, PART I, LINE 4B THE MEDICAL CENTER HAS AN EXECUTIVE SUPPLEMENTAL ACCUMULATION PLAN THAT IS A NON-QUALIFIED SECTION 457(F) PLAN. THE PLAN WAS AMENDED EFFECTIVE SEPTEMBER 30, 2007 AND IS DESIGNED AND MAINTAINED TO PROVIDE A SELECT GROUP OF MANAGEMENT OR HIGHLY COMPENSATED EMPLOYEES WITH DEFERRED COMPENSATION. THE PLAN VESTS AFTER THREE (3) YEARS AND THE VESTED TOTALS ARE INCLUDED IN SCHEDULE J PART II, COLUMN "OTHER REPORTABLE COMPENSATION (B)(iii)." PRIOR TO VESTING THE ANNUAL AMOUNTS ARE INCLUDED IN SCHEDULE J PART II COLUMN "DEFERRED COMPENSATION (C)." PURSUANT TO THE PLAN DOCUMENT, PARTICIPANTS ARE ENTITLED TO WITHDRAW FROM THEIR ACCOUNT AN AMOUNT EQUAL TO THE FEDERAL, STATE, LOCAL, AND FICA TAXES UPON SUCH VESTING. THESE AMOUNTS WERE REMITTED TO THE APPROPRIATE TAXING AUTHORITIES ON BEHALF OF THE PARTICIPANT BY THE MEDICAL CENTER. THE FOLLOWING INDIVIDUALS WITHDREW THE REFERENCED AMOUNTS TO COVER SUCH TAXES DURING THE CALENDAR YEAR ENDING DECEMBER 31, 2010: ELIZABETH DUNNE $43,725 DEBRA FIELDS $3,751 VIRGINIA OPIPARE $9,603 GREGORY SCHETINA $4,005 ROBERT STONE $7,956 THESE AMOUNTS HAVE BEEN INCLUDED IN THE PARTICIPANTS INCOME ON SCHEDULE J PART II COLUMN B(III) OTHER REPORTABLE COMPENSATION. THE FOLLOWING INDIVIDUALS TERMINATED THEIR EMPLOYMENT WITH THE MEDICAL CENTER OR BECKMAN RESEARCH INSTITUTE DURING THE CALENDAR YEAR ENDING DECEMBER 31, 2010 AND RECEIVED DISTRIBUTIONS FROM THE PLAN IN THE FOLLOWING AMOUNTS: DEBBIE GAC $59,421 ALEXANDRA LEVINE $95,177 ROBERT POWELL $66,069 DENNIS RUSCH $109,371 THESE AMOUNTS HAVE BEEN REPORTED AS TAXABLE COMPENSATION TO THE INDIVIDUALS EITHER IN PRIOR YEARS OR IN THE CURRENT YEAR. NON-FIXED COMPENSATION PAYMENTS SCHEDULE J, PART I, LINE 7 THE MEDICAL CENTER'S EXECUTIVES AND SOME KEY EMPLOYEES ARE ELIGIBLE TO RECEIVE INCENTIVE COMPENSATION TIED TO FIVE (5) KEY INDICATORS. THE KEY INDICATORS ARE BOTH FINANCIAL AND NON-FINANCIAL, AND THE POTENTIAL INCENTIVE COMPENSATION IS BASED ON A WEIGHTED AVERAGE AMONG ALL INDICATORS AND IS PAID AS A PERCENTAGE OF EACH INDIVIDUAL PARTICIPANT'S BASE COMPENSATION. BASED UPON AN INDIVIDUAL'S GOALS AND PERFORMANCE DURING THE YEAR, THE POTENTIAL PAYOUT FOR ANY PARTICIPANT CAN BE MODIFIED UP OR DOWN 20%. THE INCENTIVE COMPENSATION PAID DURING THIS TAX YEAR HAS BEEN REPORTED IN SCHEDULE J, COLUMN B(II). BEN HOROWITZ FORM 990, PART VII MR. BEN HOROWITZ IS A NON-VOTING, HONORARY MEMBER OF THE CITY OF HOPE BOARD OF DIRECTORS. HE IS ALSO A BOARD MEMBER OF THE MEDICAL CENTER AND THE BECKMAN RESEARCH INSTITUTE. MR. HOROWITZ WAS PRESIDENT AND CHIEF EXECUTIVE OFFICER OF THE CITY OF HOPE FROM 1953 TO 1986. UPON HIS RETIREMENT, THE BOARD VOTED HIM A MONTHLY RETIREMENT BENEFIT IN RECOGNITION OF HIS EXTRAORDINARY LONG-TERM CONTRIBUTIONS TO THE CITY OF HOPE. MR. HOROWITZ WAS PAID $110,000 IN CALENDAR YEAR 2010 IN CONNECTION WITH A GRAND-FATHERED PRE-1986 DEFERRED COMPENSATION PLAN. THIS AMOUNT IS INCLUDED IN Form 990, Part VII, REPORTABLE COMPENSATION. THIS STIPEND IS UNRELATED TO THE FACT THAT SUBSEQUENT TO HIS RETIREMENT HE WAS ELECTED TO THE BOARD OF DIRECTORS OF THE MEDICAL CENTER AND BECKMAN RESEARCH INSTITUTE. ABAG FINANCE AUTHORITY FOR NONPROFIT CORPORATIONS 943130123 2006-05-26 60000000 Health Care Facility Construct false false false 0 0 62708991 0 0 0 680611 0 0 62028380 0 0 2010 false false true true false false true true false 0.00162 0.00000 0.00162 true false true true Union Bank of CA 9. true false false false false BOND COUNSEL ENGAGEMENT SCHEDULE K, PART III, LINE 3C THE ORGANIZATION HAS INSIDE COUNSEL EXPERIENCED WITH BUSINESS USE RESTRICTIONS TO REVIEW MANAGEMENT OR SERVICE CONTRACTS OR RESEARCH AGREEMENTS RELATING TO FINANCED PROPERTY. THEODORE KRONTIRIS MORTGAGE SUBSIDY X 100000 100000 false true true 100000 LOANS TO/FROM INTERESTED PERSONS SCHEDULE L PART II THEODORE KRONTIRIS, M.D., PHD, WAS THE MEDICAL CENTER'S EXECUTIVE VICE PRESIDENT FOR MEDICAL AND SCIENTIFIC AFFAIRS AND CANCER CENTER DIRECTOR. HE RESIGNED THIS POSITION DURING FISCAL YEAR 2008. PRIOR TO THIS, DR. KRONTIRIS WAS RECRUITED IN 1996 TO JOIN THE RESEARCH STAFF OF THE MEDICAL CENTER AS A CONSULTING PHYSICIAN IN THE DEPARTMENT OF HEMATOLOGY. AS PART OF THE RECRUITMENT, THE MEDICAL CENTER MADE A LOAN TO DR. KRONTIRIS TO ASSIST HIM WITH THE COST OF RELOCATING FROM MASSACHUSETTS. DR. KRONTIRIS CONTINUED TO MAKE INTEREST PAYMENTS ON THE LOAN DURING FISCAL YEAR 2011. THE INTEREST ONLY LOAN IN THE PRINCIPAL AMOUNT OF $100,000, WAS ISSUED AND IS CARRIED ON THE MEDICAL CENTER'S BOOKS AND BEARS INTEREST AT THE RATE OF 6.68 PERCENT PER ANNUM. THE LOAN IS SECURED BY REAL PROPERTY IN THE STATE OF CALIFORNIA AND IS DUE THE EARLIER OF OCTOBER 2, 2012 OR THE TERMINATION OF DR. KRONTIRIS' EMPLOYMENT. DR. KRONTIRIS CONTINUES TO BE EMPLOYED BY THE BECKMAN RESEARCH INSTITUTE, A RELATED TAX-EXEMPT ORGANIZATION. ORGANIZATION'S MISSION FORM 990, PART III, LINE 1 CITY OF HOPE [COLLECTIVELY REFERRING TO CITY OF HOPE, THE MEDICAL CENTER, THE MEDICAL FOUNDATION, BECKMAN RESEARCH INSTITUTE, AND CITY OF HOPE AUXILIARIES], AN INNOVATIVE BIOMEDICAL RESEARCH, TREATMENT AND EDUCATIONAL INSTITUTION, IS DEDICATED TO THE PREVENTION AND CURE OF CANCER AND OTHER LIFE-THREATENING DISEASES, GUIDED BY A COMPASSIONATE, PATIENT-CENTERED PHILOSOPHY AND SUPPORTED BY A NATIONAL FOUNDATION OF HUMANITARIAN PHILANTHROPY. EXEMPT PURPOSE ACHIEVEMENTS FORM 990, PART III, LINE 4A PATIENT CARE: THE MEDICAL CENTER PROVIDES ACUTE CARE MEDICAL SERVICES. MOST OF THE PATIENTS AT THE MEDICAL CENTER ARE BEING TREATED FOR SOME FORM OF CANCER, INCLUDING LEUKEMIA AND LYMPHOMA, AND COLORECTAL, PROSTATE, GYNECOLOGIC AND BREAST CANCERS. SOME SERVICES ARE PROVIDED THROUGH CHARITY CARE FUNDING FOR PATIENTS MEETING FINANCIAL ELIGIBILITY AND CLINICAL CRITERIA AND TO PERSONS WITHOUT INSURANCE OR WHO ARE UNDERINSURED. THE MEDICAL CENTER ALSO SUBSIDIZES CARE FOR PATIENTS COVERED BY MEDI-CAL AND MEDICARE PROGRAMS. ALL PATIENTS TREATED AT THE MEDICAL CENTER BENEFIT FROM THE LATEST TECHNOLOGIES COMBINED WITH A CULTURE OF COMPASSIONATE CARE. THE MEDICAL CENTER'S FOCUS ON TRANSLATIONAL MEDICINE HEIGHTENS THE COLLABORATION BETWEEN MEMBERS OF THE CARE TEAM AND RESEARCHERS FROM THROUGHOUT THE ORGANIZATION. EDUCATION AND PROESSIONAL DEVELOPMENT ALSO ARE CORE ACTIVITIES AT THE MEDICAL CENTER. SINCE 1976, MORE THAN 10,000 HEMATOPOIETIC (BLOOD) CELL TRANSPLANTATION PROCEDURES HAVE BEEN PERFORMED AT THE MEDICAL CENTER TO FIGHT LEUKEMIA, LYMPHOMA, MYELOMA AND OTHER CANCERS. TODAY, THE MEDICAL CENTER'S CLINICIANS ARE DEVELOPING THE CONCEPT OF STEM CELL TRANSPLANTATION TO TREAT AUTOIMMUNE DISEASES AND EVEN DIABETES. THE MEDICAL CENTER IS ALSO A NATIONAL LEADER IN THE FIELD OF MINIMALLY INVASIVE SURGERY. PHYSICIANS AT THE MEDICAL CENTER HAVE PERFORMED MORE ROBOTIC UROLOGIC PROCEDURES THAN ANY OTHER CENTER IN THE WORLD. THE MEDICAL CENTER ALSO PIONEERED ROBOTIC SURGERY FOR RECTAL CANCER AND IS AN EMERGING LEADER IN ROBOTIC SURGERY FOR HEAD AND NECK CANCERS. PHYSICIANS AT THE MEDICAL CENTER HAVE ALSO BROKEN NEW GROUND IN EMPLOYING TARGETED RADIATION. THESE TECHNIQUES DELIVER DOSES DIRECTLY TO DISEASED TISSUE, POTENTIALLY MINIMIZING DAMAGE TO PATIENTS' HEALTHY TISSUE WHILE MAXIMIZING CANCER-KILLING TREATMENT. THE SHERI & LES BILLER PATIENT AND FAMILY RESOURCE CENTER SERVES AS THE HUB FOR COMPREHENSIVE ASSISTANCE FOR PATIENTS AND FAMILIES, OFFERING PATIENT EDUCATION, SUPPORT GROUPS, SOCIAL WORK RESOURCES, MIND-BODY THERAPIES AND PATIENT NAVIGATORS TO ASSIST PEOPLE THROUGH DIAGNOSIS, TREATMENT AND RECOVERY. ITS HEALTH-CARE PROFESSIONALS, INCLUDING PSYCHOLOGISTS, PSYCHIATRISTS AND PALLIATIVE CARE PHYSICIANS, PARTNER WITH PATIENTS AND FAMILIES TO ALLEVIATE PAIN AND DISTRESS RELATED TO DISEASE AND TREATMENT. RESEARCH: THE MEDICAL CENTER FUNDS A VARIETY OF CLINICAL AND LABORATORY RESEARCH ACTIVITIES FOCUSED ON FINDING CURES AND TREATMENTS FOR CANCER AND OTHER LIFE-THREATENING DISEASES FOR WHICH GRANT AND EXTRAMURAL FUNDING IS NOT AVAILABLE. WITH A HISTORY OF SIGNIFICANT CONTRIBUTIONS TO THE FIELD OF DIABETES, THE MEDICAL CENTER IS A NATIONAL CENTER FOR ISLET CELL TRANSPLANTATION - AN EMERGING TREATMENT THAT HAS THE POTENTIAL TO REVERSE TYPE 1 DIABETES. THE MEDICAL CENTER IS ALSO MAKING MAJOR CONTRIBUTIONS IN THE FIELDS OF DIABETES AND HIV-AIDS. APPROXIMATELY 25 PERCENT OF THE MEDICAL CENTER PATIENTS ARE ENROLLED IN CLINICAL TRIALS, COMPARED TO THE NATIONAL AVERAGE OF LESS THAN 5 PERCENT. AT ANY GIVEN TIME, THE MEDICAL CENTER CONDUCTS MORE THAN 300 CLINICAL STUDIES. THESE TRIALS PROVIDE PATIENTS WITH ACCESS TO THE NEWEST APPROACHES TO COMBATING DISEASES WHILE HELPING DEVELOP THE TREATMENTS OF TOMORROW. FOR INSTANCE, THE MEDICAL CENTER IS THE FIRST INSTITUTION IN THE WORLD TO PERFORM A CLINICAL STUDY THAT USES NEURAL STEM CELLS TO TARGET GLIOMA, A DEADLY FORM OF BRAIN CANCER THAT IS ALMOST ALWAYS FATAL. THE MEDICAL CENTER PROVIDES INSTITUTIONALLY-SUPPORTED RESEARCH GRANTS, RESIDENCY AND FELLOWSHIP PROGRAMS AND TRAINING AND CONTINUING EDUCATION FOR PHYSICIANS, NURSES AND HEALTH PROFESSIONALS FROM WITHIN AND OUTSIDE OF THE INSTITUTION. FACULTY AND STAFF FROM THE MEDICAL CENTER SERVE ON NATIONAL ORGANIZATIONS AND POLICY AND REGULATORY ADVISORY COMMITTEES. THEY ALSO PROVIDE THEIR EXPERTISE TO REVIEW GRANT APPLICATIONS FOR STATE AND FEDERAL AGENCIES AND SERVE AS MEMBERS OF EDITORIAL BOARDS FOR PROFESSIONAL PUBLICATIONS. PUBLIC INFORMATION AND EDUCATION: THE MEDICAL CENTER CONDUCTS MEDICAL EDUCATION PROGRAMS AND PUBLIC FORUMS TO INFORM AND EDUCATE THE PUBLIC. THE MEDICAL CENTER IS COMMITTED TO SERVING THE COMMUNITY THROUGH EDUCATION AND SUPPORT SERVICES, CANCER AWARENESS PROGRAMS, HEALTH FAIRS AND EDUCATIONAL FORUMS FOR COMMUNITY GROUPS AND BUSINESSES. THE MEDICAL CENTER'S DEPARTMENT OF POPULATION SCIENCES ALSO REACHES OUT AND SEEKS TO REDUCE THE BURDEN OF CANCER ACROSS ALL POPULATIONS THROUGH COLLABORATIVE PROGRAMS IN CARE, RESEARCH AND EDUCATION. THIS DEPARTMENT EXAMINES THE CAUSES AND RISKS OF CANCER AND DISPARITIES IN CANCER OUTCOMES IN VARIOUS POPULATIONS. IT INVESTIGATES GENETIC MARKERS LINKED TO CANCER RISK AND SEEKS TO IMPROVE THE QUALITY OF LIFE FOR CANCER SURVIVORS. THE CENTER FOR CANCER SURVIVORSHIP PROVIDES SPECIALIZED, LONG-TERM FOLLOW-UP CARE FOR CANCER SURVIVORS AND CONDUCTS CRITICAL RESEARCH SHARED WITH OTHER INSTITUTIONS. GOVERNANCE, MANAGEMENT AND DISCLOSURES FORM 990, PART VI, SECTION A, LINE 2 ONE BOARD MEMBER, BEN HOROWITZ, IS THE FATHER OF FELLOW BOARD MEMBER JODY HOROWITZ MARSH. FORM 990, PART VI, SECTION A LINE 4 SIGNIFICANT CHANGES TO ORGANIZATIONAL DOCUMENTS ON FEBRUARY 11, 2011, THE BOARD OF DIRECTORS OF CITY OF HOPE, THE SOLE CORPORATE MEMBER OF THE MEDICAL CENTER, APPROVED CHANGES TO THE BYLAWS OF THE MEDICAL CENTER. THE FIRST SUBSTANTIVE CHANGE CONFORMED THE BYLAWS TO CHANGES IN THE LAW REGARDING VACANCIES ON THE BOARD. IN THE PAST, IF THE BOARD REDUCED THE NUMBER OF DIRECTORS, THE REDUCTION COULD NOT HAVE THE EFFECT OF REMOVING A DIRECTOR FROM OFFICE BEFORE THAT DIRECTOR'S TERM OF OFFICE EXPIRED. NOW, A REDUCTION IN THE AUTHORIZED NUMBER OF DIRECTORS MAY HAVE THE EFFECT OF REMOVING A DIRECTOR BEFORE HIS OR HER TERM EXPIRES IF THE REDUCTION PROVIDES FOR THE REMOVAL OF ONE OR MORE SPECIFIED DIRECTORS IMMEDIATELY. THE SECOND SUBSTANTIVE CHANGE INCREASED PHYSICIAN PARTICIPATION IN GOVERNANCE BY ADDING TWO DEDICATED SEATS FOR PHYSICIANS ON THE BOARD OF DIRECTORS OF THE MEDICAL CENTER AS PART OF, AND CONTINGENT ON THE CONSUMMATION OF, THE TRANSACTION IN WHICH THE CITY OF HOPE MEDICAL FOUNDATION WAS FORMED. THE PHYSICIANS ARE NOMINATED BY THE BOARD OF DIRECTORS OF THE MEDICAL GROUP THAT EMPLOYS THEM AND THAT PROVIDES CLINICAL AND TEACHING, ADMINISTRATIVE AND RESEARCH SERVICES TO THE FOUNDATION PURSUANT TO A PROFESSIONAL SERVICES AGREEMENT BETWEEN THE FOUNDATION AND THE MEDICAL GROUP. THE NOMINATIONS ARE SUBJECT TO THE APPROVAL OF CITY OF HOPE'S BOARD OF DIRECTORS. ALL OTHER CHANGES TO THE BYLAWS WERE CLARIFYING AND MINOR IN NATURE. FORM 990, PART VI, SECTION A, LINE 6 CITY OF HOPE (95-3435919) IS THE SOLE CORPORATE MEMBER OF THE MEDICAL CENTER. FORM 990, PART VI, SECTION A, LINE 7A THE SOLE CORPORATE MEMBER, CITY OF HOPE, ELECTS DIRECTORS TO THE BOARD OF THE MEDICAL CENTER. FORM 990, PART VI, SECTION A, LINE 7B CERTAIN ACTIONS MAY NOT BE UNDERTAKEN WITHOUT THE PRIOR WRITTEN APPROVAL OF THE SOLE CORPORATE MEMBER, CITY OF HOPE, AS SPECIFIED IN THE GOVERNING DOCUMENTS OF THE MEDICAL CENTER, INCLUDING: BORROW MONEY IN THE NAME OF THE MEDICAL CENTER OR UTILIZE PROPERTY OWNED BY THE MEDICAL CENTER AS SECURITY FOR SUCH LOANS; ASSIGN, TRANSFER, PLEDGE, COMPROMISE OR RELEASE ANY OF THE CLAIMS OR DEBTS TO THE MEDICAL CENTER EXCEPT ON PAYMENT IN FULL, OR ARBITRATE OR CONSENT TO THE ARBITRATION OF ANY DISPUTE OR CONTROVERSY OF THE MEDICAL CENTER; MAKE, EXECUTE OR DELIVER ANY ASSIGNMENT FOR THE BENEFIT OF CREDITORS, OR ANY BOND, CONFESSION OF JUDGMENT, CHATTEL MORTGAGE, SECURITY AGREEMENT, DEED, GUARANTY, INDEMNITY BOND, SURETY BOND, OR CONTRACT TO SELL OR BILL OF SALE OF THE PROPERTY OF THE MEDICAL CENTER; ACQUIRE, PURCHASE, DEVELOP, IMPROVE, SELL, LEASE, OR MORTGAGE ANY CORPORATE REAL ESTATE OR ANY INTEREST THEREIN OR ENTER INTO ANY CONTRACT FOR ANY SUCH PURPOSES; OR MAKE ANY LOAN, INVESTMENT, TRANSFER OR DISPOSITION OF ANY ASSETS OF THE MEDICAL CENTER OR ENTER INTO ANY CONTRACT OR INCUR ANY LIABILITIES ON BEHALF OF THE MEDICAL CENTER OTHER THAN FOR FAIR CONSIDERATION AND IN THE ORDINARY COURSE OF BUSINESS RELATING TO ITS NORMAL DAILY OPERATION; ESTABLISH CAPITAL AND OPERATING BUDGETS OR ADOPT MATERIAL CHANGES THERE. THE FOLLOWING REQUIRE GOVERNING BODY APPROVAL (AS WELL AS THE APPROVAL OF THE SOLE CORPORATE MEMBER): THE ADOPTION OF, OR MATERIAL CHANGE IN, THE MISSION OF THE MEDICAL CENTER; SALE OR DISPOSITION OF ALL OR SUBSTANTIALLY ALL ASSETS; MERGER AND ITS PRINCIPAL TERMS (AND ANY AMENDMENT TO THOSE TERMS); DISSOLUTION OF THE CORPORATION; ADOPTION OF OPERATING AND CAPITAL BUDGETS; ACQUISITIONS AND CAPITAL EXPENDITURES MEETING A CERTAIN FINANCIAL THRESHOLD; BORROWINGS, GUARANTIES, LOANS, AND BOND ISSUANCE MEETING A CERTAIN FINANCIAL THRESHOLD; CREATION OF A NEW (OR ACQUISITION OF A CONTROLLING INTEREST IN AN EXISTING) CORPORATION, PARTNERSHIP OR LIMITED LIABILITY COMPANY; ADOPTION OF OR AMENDMENTS TO INDIVIDUAL CORPORATE INVESTMENT GUIDELINES. POLICIES FORM 990, PART VI, SECTION B, LINE 11B A COPY OF THE MEDICAL CENTER'S FORM 990 IS REVIEWED BY THE AUDIT COMMITTEE OF THE BOARD OF DIRECTORS OF CITY OF HOPE, WHICH ASSISTS THE BOARD IN FULFILLING ITS RESPONSIBILITIES REGARDING THE FINANCIAL, ACCOUNTING, AND CORPORATE COMPLIANCE MATTERS OF THE MEDICAL CENTER. CITY OF HOPE'S AUDIT COMMITTEE ALSO SERVES AS THE AUDIT COMMITTEE OF THE MEDICAL CENTER. ADDITIONALLY, THE PREPARATION OF THE FORM 990 IS DONE INTERNALLY AND IS REVIEWED THOROUGHLY WITH INTERNAL LEADERSHIP, EXTERNAL PARTICIPANTS, INCLUDING ERNST & YOUNG, RETAINED TAX COUNSEL AND OTHER TAX PREPARERS. PRIOR TO FILING, THE MEDICAL CENTER'S FORM 990 IS MADE AVAILABLE TO VOTING MEMBERS OF THE CITY OF HOPE BOARD OF DIRECTORS FOR REVIEW ELECTRONICALLY ON-LINE THROUGH CITY OF HOPE'S SECURE WEB-BASED PORTAL. CITY OF HOPE IS THE SOLE CORPORATE MEMBER OF THE MEDICAL CENTER. ADDITIONALLY, CERTAIN MEMBERS OF THE CITY OF HOPE BOARD OF DIRECTORS ALSO SERVE AS BOARD MEMBERS OF THE MEDICAL CENTER. FORM 990, PART VI, SECTION B, LINE 12C ALL EMPLOYEES OF CITY OF HOPE AND AFFILIATES, MEMBERS OF THE BOARDS OF DIRECTORS, BOARD COMMITTEE MEMBERS AND RESEARCH TEAM MEMBERS ARE COVERED BY CITY OF HOPE'S APPLICABLE CONFLICT OF INTEREST POLICIES. DETERMINATIONS AS TO WHETHER A CONFLICT OF INTEREST EXISTS AND REVIEW OF SUCH CONFLICT DISCLOSURES ARE MADE BY THE CHIEF RISK OFFICER, GENERAL COUNSEL AND, AS APPLICABLE, THE CHAIR OF THE BOARD OR BOARD OF DIRECTORS OR THE CONFLICT OF INTEREST AND COMMITMENT COMMITTEE, BASED UPON THE CATEGORY OF PERSON MAKING THE DISCLOSURE. RESTRICTIONS IMPOSED ON PERSONS WITH A CONFLICT VARY, BASED UPON THE FACTS. RESTRICTIONS MAY INCLUDE: PROHIBITION FROM PARTICIPATING IN THE GOVERNING BODY'S DELIBERATIONS AND VOTING ON A GIVEN TRANSACTION OR SET OF TRANSACTIONS; RECUSAL FROM THE DECISION-MAKING PROCESS RELATING TO BUSINESS TRANSACTIONS (E.G., PURCHASING DECISIONS); AND PROHIBITION FROM PARTICIPATING AS A PRINCIPAL INVESTIGATOR IN RESEARCH, AND DISCLOSURE OF FINANCIAL INTEREST IN RESEARCH STUDY INFORMED CONSENT FORMS AND PUBLICATIONS. MONITORING TRANSACTIONS FOR CONFLICTS IS DONE THROUGH REQUIRED DISCLOSURES AND UPDATES BY PERSONS COVERED BY THE ORGANIZATION'S CONFLICT OF INTEREST POLICIES AND A CONCURRENT REVIEW OF SUCH DISCLOSURES AGAINST TRANSACTIONS. CITY OF HOPE POLICY PROVIDES FOR DISCIPLINARY ACTION AGAINST PERSONS COVERED BY THE CONFLICT OF INTEREST POLICIES WHO DO NOT COMPLY WITH POLICY REQUIREMENTS. FORM 990, PART VI, SECTION B, LINES 15A AND 15B THE EXECUTIVE COMPENSATION AND ORGANIZATIONAL DEVELOPMENT COMMITTEE OF THE BOARD OF DIRECTORS ("COMMITTEE"), PURSUANT TO A DELEGATION OF AUTHORITY FROM THE CITY OF HOPE BOARD OF DIRECTORS, IS RESPONSIBLE FOR SETTING THE COMPENSATION OF THE CEO AND CERTAIN OTHER SENIOR EXECUTIVES. THE DIRECTORS ON THIS COMMITTEE ARE INDEPENDENT, AND DELIBERATION AND DECISION MAKING ARE SUBSTANTIATED IN THE MINUTES OF THE COMMITTEE'S MEETINGS. THE MINUTES ARE REVIEWED AND APPROVED AT THE NEXT MEETING OF THE COMMITTEE. AS PART OF THE DELIBERATION PROCESS, THE COMMITTEE RECEIVES ADVICE FROM AN INDEPENDENT, OUTSIDE COMPENSATION CONSULTANT WITH RESPECT TO EXECUTIVE COMPENSATION, COMPARABLE AND BENCHMARK DATA, AND CURRENT COMPENSATION PHILOSOPHY, STRUCTURE, AND ADMINISTRATION OF THE EXECUTIVE CASH COMPENSATION PROGRAMS AT CITY OF HOPE AND AFFILIATES. THE COMMITTEE CARRIES OUT THE BOARD OF DIRECTORS' OVERALL RESPONSIBILITIES RELATING TO EXECUTIVE COMPENSATION. THE EXECUTIVE COMPENSATION PHILOSOPHY FOR CITY OF HOPE AND AFFILIATES IS DESIGNED TO ASSIST CITY OF HOPE IN ATTRACTING AND RETAINING THE CALIBER OF EXECUTIVES REQUIRED TO ENABLE CITY OF HOPE TO ACHIEVE THE HIGHEST LEVELS OF COMMUNITY BENEFIT, CLINICAL CARE, QUALITY RESEARCH AND EFFICIENT PHILANTHROPIC DEVELOPMENT. THE EXECUTIVE COMPENSATION COMMITTEE TARGETS THE 50TH PERCENTILE OF BASE SALARY AND THE 75TH PERCENTILE OF TOTAL CASH OF THE MARKET IN WHICH CITY OF HOPE COMPETES FOR EXECUTIVES. A SUBSTANTIAL PORTION OF EXECUTIVE COMPENSATION IS LINKED DIRECTLY TO PERFORMANCE GOALS APPROVED IN ADVANCE BY THE EXECUTIVE COMPENSATION COMMITTEE. THESE GOALS ARE TIED TO THE PERFORMANCE OF CITY OF HOPE, INCLUDING THE ATTAINMENT OF SPECIFIC BUSINESS OBJECTIVES FOR STRATEGIC AND FINANCIAL PERFORMANCE AS WELL AS NON-FINANCIAL MEASURES SUCH AS PATIENT SATISFACTION AND QUALITY OF PATIENT CARE. AS A CONSEQUENCE, PERFORMANCE COMPENSATION MAY VARY FROM YEAR TO YEAR. THE COMMITTEE CONDUCTS COMPENSATION REVIEWS ANNUALLY AND THIS WAS LAST COMPLETED ON OCTOBER 5, 2011. THE COMPENSATION PROGRAMS AND RANGES FOR ALL OFFICERS AND KEY EMPLOYEES LISTED ON FORM 990, PART VII ARE REVIEWED BY THIS COMMITTEE. DISCLOSURES FORM 990, PART VI, SECTION C, LINE 19 THE MEDICAL CENTER'S GOVERNING DOCUMENTS ARE NOT MADE AVAILABLE TO THE PUBLIC, HOWEVER THE ORGANIZATION'S ARTICLES OF INCORPORATION ARE AVAILABLE FROM THE SECRETARY OF STATE, ITS FINANCIAL STATEMENTS ARE AVAILABLE ON THE CITY OF HOPE WEBSITE, AND ITS CONFLICT OF INTEREST POLICIES ARE AVAILABLE BY WRITTEN REQUEST MADE TO THE CONFLICT OF INTEREST MANAGER. HOURS WORKED FORM 990, PART VII, COLUMN B FULL TIME EMPLOYEES GENERALLY WORK IN EXCESS OF 40 HOURS PER WEEK WHICH HAS BEEN REFLECTED IN THE COMPENSATION SCHEDULES BY THE ESTIMATES OF 60 HOURS PER WEEK. THE MEMBERS OF THE BOARD OF DIRECTORS ARE NOT COMPENSATED FOR SERVING ON THE BOARD OF DIRECTORS. THE HOURS WORKED FOR EACH DIRECTOR IS AN ESTIMATE OF THE TIME SPENT PREPARING FOR AND ATTENDING MEETINGS OF THE BOARD OF DIRECTORS AND ITS STANDING COMMITTEES. THE MEDICAL CENTER'S BOARD OF DIRECTORS HELD 5 REGULARLY SCHEDULED MEETINGS DURING FISCAL YEAR 2011. THE COMMITTEES HAD VARYING NUMBERS OF MEETINGS DURING FISCAL YEAR 2011. THE FOLLOWING INDIVIDUALS HAVE SPLIT THEIR TIME BETWEEN ENTITIES AS INDICATED: MICHAEL A. FRIEDMAN BECKMAN RESEARCH INSTITUTE 24 HOURS PER WEEK CITY OF HOPE 15 HOURS PER WEEK CITY OF HOPE NATIONAL MEDICAL CENTER 19 HOURS PER WEEK CITY OF HOPE MEDICAL FOUNDATION 2 HOURS PER WEEK VIRGINIA OPIPARE BECKMAN RESEARCH INSTITUTE 14 HOURS PER WEEK CITY OF HOPE 3 HOURS PER WEEK CITY OF HOPE NATIONAL MEDICAL CENTER 41 HOURS PER WEEK CITY OF HOPE MEDICAL FOUNDATION 2 HOURS PER WEEK ROBERT STONE BECKMAN RESEARCH INSTITUTE 6 HOURS PER WEEK CITY OF HOPE 3 HOURS PER WEEK CITY OF HOPE NATIONAL MEDICAL CENTER 15 HOURS PER WEEK CITY OF HOPE MEDICAL FOUNDATION 36 HOURS PER WEEK DENNIS F. RUSCH BECKMAN RESEARCH INSTITUTE 14 HOURS PER WEEK CITY OF HOPE 3 HOURS PER WEEK CITY OF HOPE NATIONAL MEDICAL CENTER 41 HOURS PER WEEK CITY OF HOPE MEDICAL FOUNDATION 2 HOURS PER WEEK GARY CONNER BECKMAN RESEARCH INSTITUTE 14 HOURS PER WEEK CITY OF HOPE 3 HOURS PER WEEK CITY OF HOPE NATIONAL MEDICAL CENTER 41 HOURS PER WEEK CITY OF HOPE MEDICAL FOUNDATION 2 HOURS PER WEEK GREG SCHETINA BECKMAN RESEARCH INSTITUTE 14 HOURS PER WEEK CITY OF HOPE 3 HOURS PER WEEK CITY OF HOPE NATIONAL MEDICAL CENTER 41 HOURS PER WEEK CITY OF HOPE MEDICAL FOUNDATION 2 HOURS PER WEEK VALERIE BINGHAM BECKMAN RESEARCH INSTITUTE 14 HOURS PER WEEK CITY OF HOPE 3 HOURS PER WEEK CITY OF HOPE NATIONAL MEDICAL CENTER 41 HOURS PER WEEK CITY OF HOPE MEDICAL FOUNDATION 2 HOURS PER WEEK WHILE ROBERT POWELL IS LISTED AS HAVING COMPENSATION FROM THE MEDICAL CENTER, THE COMPENSATION IS ASSOCIATED WITH A VACATION AND HOLIDAY PAYOUT AND OTHER TERMINATION BENEFITS. THE COMPENSATION IS NOT DUE TO THE HOURS WORKED FOR, OR DEVOTED TO, THE MEDICAL CENTER. RECONCILIATION OF NET ASSETS PART XI, LINE 5 OTHER CHANGES IN NET ASSETS ARE DETAILED AS FOLLOWS: UNREALIZED GAIN INTEREST RATE SWAP AGREEMENT $208,404 UNREALIZED LOSS ON INVESTMENTS ($4,514,850) _____________ ($4,306,446) UNREALIZED GAINS AND LOSSES ARE NOT RECORDED FOR TAX PURPOSES, BUT ARE RECORDED ON THE CONSOLIDATED FINANCIAL STATEMENTS UNDER GENERALLY ACCEPTED ACCOUNTING PRINCIPLES. AUDITED FINANCIAL STATEMENTS FORM 990, PART XII AUDITED CONSOLIDATED FINANCIAL STATEMENTS ARE ISSUED FOR CITY OF HOPE AND AFFILIATES. THIS AFFILIATED GROUP INCLUDES CITY OF HOPE, CITY OF HOPE AUXILIARIES, GENBASIX, INC., THE MEDICAL CENTER, THE MEDICAL FOUNDATION, ONCOLOGY MANAGEMENT SERVICES, INC. AND BECKMAN RESEARCH INSTITUTE. NO STAND-ALONE AUDITS ARE PERFORMED OR ISSUED FOR the MEDICAL CENTER. THE AUDITED CONSOLIDATED FINANCIAL STATEMENTS ARE REVIEWED ANNUALLY BY THE AUDIT COMMITTEE OF THE BOARD OF DIRECTORS OF CITY OF HOPE BEFORE FINALIZATION AND ISSUANCE. HOURS DEVOTED FOR RELATED ORGANIZATION FORM 990 PART VII NAME:Theodore G Krontiris PHD TITLE:Former Officer HOURS:60 CITY OF HOPE 1500 EAST DUARTE ROAD DUARTE CA 91010 953435919 FUNDRAISING CA 501(c)(3) 7 NA BECKMAN RESEARCH INSTITUTE 1450 EAST DUARTE ROAD DUARTE CA 91010 953432210 RESEARCH CA 501(c)(3) 4 CITY OF HOPE CITY OF HOPE MEDICAL FOUNDATION 1500 E DUARTE ROAD DUARTE CA 91010 274803222 HEALTHCARE CA 501(c)(3) 3 City of Hope ONCOLOGY MANAGEMENT SERVICES INC 1500 EAST DUARTE ROAD DUARTE CA 91010 330557670 LEASING AGENT CA NA C CORP 0 0 1.00000 GENBASIX INC 1500 EAST DUARTE ROAD DUARTE CA 91010 911949357 GENOMICS DE CITY OF HOPE C CORP 0 0 0.00000 false false false false false false false false true false true true false true true true false false BECKMAN RESEARCH INSTITUTE OF CITY OF HOPE O 1828282 CITY OF HOPE MEDICAL FOUNDATION K 630681 GENBASIX INC 0 ONCOLOGY MANAGEMENT SERVICES INC 0 BECKMAN RESEARCH INSTITUTE OF CITY OF HOPE P 56448575 BECKMAN RESEARCH INSTITUT OF CITY OF HOPE N 10535735 CITY OF HOPE MEDICAL FOUNDATION L 13401389 THE FOLLOWING ARE THE MEMBERS OF THE AFFILIATED GROUP: CITY OF HOPE (HAS NOT MADE A 501(H) ELECTION) 1500 EAST DUARTE ROAD, DUARTE, CA 91010 EIN = 95-3435919 GRASSROOTS LOBBYING AMOUNT = NONE TOTAL LOBBYING EXPENDITURES = NONE OTHER EXEMPT PURPOSE EXPENDITURES = $210,863,010 TOTAL EXEMPT PURPOSE EXPENDITURES = $210,863,010 LOBBYING NONTAXABLE AMOUNT = NONE GRASSROOTS NONTAXABLE AMOUNT = NONE TOTAL GRASSROOTS LESS NONTAXABLE AMOUNT = NONE TOTAL EXPENDITURES LESS NONTAXABLE AMOUNT = NONE SHARE OF EXCESS LOBBYING EXPENDITURES = NONE BECKMAN RESEARCH INSTITUTE OF THE CITY OF HOPE (Beckman Research Institute) (HAS NOT MADE A 501(H) ELECTION) 1450 EAST DUARTE ROAD DUARTE, CA 91010 EIN = 95-3432210 GRASSROOTS LOBBYING AMOUNT = NONE TOTAL LOBBYING EXPENDITURES = NONE OTHER EXEMPT PURPOSE EXPENDITURES = $239,700,349 TOTAL EXEMPT PURPOSE EXPENDITURES = $239,700,349 LOBBYING NONTAXABLE AMOUNT = NONE GRASSROOTS NONTAXABLE AMOUNT = NONE TOTAL GRASSROOTS LESS NONTAXABLE AMOUNT = NONE TOTAL EXPENDITURES LESS NONTAXABLE AMOUNT = NONE SHARE OF EXCESS LOBBYING EXPENDITURES = NONE CITY OF HOPE MEDICAL FOUNDATION (MEDICAL FOUNDATION)(HAS NOT MADE A 501(H) ELECTION) 1500 EAST DUARTE ROAD DUARTE, CA 91010 EIN = 27-4803222 GRASSROOTS LOBBYING AMOUNT = NONE TOTAL LOBBYING EXPENDITURES = NONE OTHER EXEMPT PURPOSE EXPENDITURES = $37,126,003 TOTAL EXEMPT PURPOSE EXPENDITURES = $37,126,003 LOBBYING NONTAXABLE AMOUNT = NONE GRASSROOTS NONTAXABLE AMOUNT = NONE TOTAL GRASSROOTS LESS NONTAXABLE AMOUNT = NONE TOTAL EXPENDITURES LESS NONTAXABLE AMOUNT = NONE SHARE OF EXCESS LOBBYING EXPENDITURES = NONE