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CITY OF HOPE: Form 990, tax year 2009

View the entire original 990 at ProPublica ↗

Organization
CITY OF HOPE (EIN 95-3435919)
Tax period
2009-10-01 to 2010-09-30
Filed
2011-08-12
IRS object ID
201142289349301094
Schema version
2009v1.7
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)
Timestamp2011-08-12T12:43:07-04:00Timestamp
Tax Period End Date2010-09-30TaxPeriodEndDate

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 Date2009-10-01TaxPeriodBeginDate

Filer Filer

FieldValueIRS element (for citing)
EIN953435919EIN

Name Name

FieldValueIRS element (for citing)
Business Name Line1City of HopeBusinessNameLine1
FieldValueIRS element (for citing)
Name ControlCITYNameControl
Phone6269305445Phone

US Address USAddress

FieldValueIRS element (for citing)
Address Line11055 Wilshire BlvdAddressLine1
CityLos AngelesCity
StateCAState
ZIP Code90017ZIPCode

Officer Officer

FieldValueIRS element (for citing)
NameMichael Friedman MDName
TitlePresident and CEOTitle
Date Signed2011-08-15DateSigned

Preparer Preparer

FieldValueIRS element (for citing)
Phone9497942300Phone
FieldValueIRS element (for citing)
Tax Year2009TaxYear
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 Receipts377860677GrossReceipts
Group Return For AffiliatesfalseGroupReturnForAffiliates
Group Exemption Number4037GroupExemptionNumber
Organization501cXOrganization501c
Web Sitewww.cityofhope.orgWebSite
Type Of Organization CorporationXTypeOfOrganizationCorporation
Year Formation1980YearFormation
State Legal DomicileCAStateLegalDomicile
Activity Or Mission DescriptionCity of Hope raises money to support research and clinical care in a way that allows innovative exchange of knowledge and ideas, helping speed the time from initial ideas to new treatments. See Sch. OActivityOrMissionDescription
Nbr Voting Members Governing Body23NbrVotingMembersGoverningBody
Nbr Independent Voting Members22NbrIndependentVotingMembers
Total Nbr Employees198TotalNbrEmployees
Total Nbr Volunteers10000TotalNbrVolunteers
Total Gross UBI-59208TotalGrossUBI
Net Unrelated Business Txbl Income0NetUnrelatedBusinessTxblIncome
Contributions Grants Prior Year108226742ContributionsGrantsPriorYear
Contributions Grants Current Year100269378ContributionsGrantsCurrentYear
Program Service Revenue Prior Year0ProgramServiceRevenuePriorYear
Program Service Revenue CY0ProgramServiceRevenueCY
Investment Income Prior Year-11437791InvestmentIncomePriorYear
Investment Income Current Year8629632InvestmentIncomeCurrentYear
Other Revenue Prior Year193395717OtherRevenuePriorYear
Other Revenue Current Year202241715OtherRevenueCurrentYear
Total Revenue Prior Year290184668TotalRevenuePriorYear
Total Revenue Current Year311140725TotalRevenueCurrentYear
Grants And Similar Amnts Prior Year218205420GrantsAndSimilarAmntsPriorYear
Grants And Similar Amnts CY184701830GrantsAndSimilarAmntsCY
Benefits Paid To Members Prior Year0BenefitsPaidToMembersPriorYear
Benefits Paid To Members CY0BenefitsPaidToMembersCY
Salaries Etc Prior Year18811067SalariesEtcPriorYear
Salaries Etc Current Year20113521SalariesEtcCurrentYear
Total Prof Fundrsng Exp Prior Year1855075TotalProfFundrsngExpPriorYear
Total Prof Fundrsng Exp CY1841408TotalProfFundrsngExpCY
Total Fundrsng Exp Current Year20055785TotalFundrsngExpCurrentYear
Other Expense Prior Year9958749OtherExpensePriorYear
Other Expenses Current Year11763723OtherExpensesCurrentYear
Total Expenses Prior Year248830311TotalExpensesPriorYear
Total Expenses Current Year218420482TotalExpensesCurrentYear
Revenues Less Expenses Prior Year41354357RevenuesLessExpensesPriorYear
Revenues Less Expenses CY92720243RevenuesLessExpensesCY
Total Assets BOY401754410TotalAssetsBOY
Total Assets EOY507482948TotalAssetsEOY
Total Liabilities BOY27279879TotalLiabilitiesBOY
Total Liabilities EOY30432517TotalLiabilitiesEOY
Net Assets Or Fund Balances BOY374474531NetAssetsOrFundBalancesBOY
Net Assets Or Fund Balances EOY477050431NetAssetsOrFundBalancesEOY
Mission DescriptionSEE SCHEDULE OMissionDescription
Significant New Program ServicesfalseSignificantNewProgramServices
Significant ChangefalseSignificantChange
Expense184701830Expense
Grants184701830Grants
DescriptionGrants made to support medical research and health care activities of the City of Hope National Medical Center and the Beckman Research Institute of the City of Hope.Description

Activity2 Activity2

FieldValueIRS element (for citing)
Expense2807052Expense
DescriptionPublic information and education is comprised of community services including public relations regarding City of Hope program services; Public information and education; medical research and medical education conducted at the Medical Center and Beckman Research Institute.Description
FieldValueIRS element (for citing)
Total Program Service Expense187508882TotalProgramServiceExpense
Described In501 C3trueDescribedIn501C3
Schedule B RequiredtrueScheduleBRequired
Political ActivitiesfalsePoliticalActivities
Lobbying ActivitiestrueLobbyingActivities
Donor Advised FundsfalseDonorAdvisedFunds
Conservation EasementsfalseConservationEasements
Collections Of ArtfalseCollectionsOfArt
Credit CounselingfalseCreditCounseling
Term Or Permanent EndowmentstrueTermOrPermanentEndowments
Balance Sheet Amounts ReportedtrueBalanceSheetAmountsReported
Independent Audit Financial StmtfalseIndependentAuditFinancialStmt
Consolidated Audit Financial StmttrueConsolidatedAuditFinancialStmt
SchoolfalseSchool
Foreign OfficefalseForeignOffice
Foreign ActivitiestrueForeignActivities
More Than5000 K To OrganizationsfalseMoreThan5000KToOrganizations
More Than5000 K To IndividualsfalseMoreThan5000KToIndividuals
Professional FundraisingtrueProfessionalFundraising
Fundraising ActivitiestrueFundraisingActivities
GamingtrueGaming
HospitalfalseHospital
Grants To OrganizationstrueGrantsToOrganizations
Grants To IndividualsfalseGrantsToIndividuals
Schedule J RequiredtrueScheduleJRequired
Tax Exempt BondsfalseTaxExemptBonds
Excess Benefit TransactionfalseExcessBenefitTransaction
Prior Excess Benefit TransactionfalsePriorExcessBenefitTransaction
Loan To Officer Or DQPfalseLoanToOfficerOrDQP
Grant To Related PersonfalseGrantToRelatedPerson
Bsnss Rltnshp With OrganizationfalseBsnssRltnshpWithOrganization
Bsnss Rltnshp Thru Family MemberfalseBsnssRltnshpThruFamilyMember
Officer Entity With Bsnss RltnshptrueOfficerEntityWithBsnssRltnshp
Deductible Non Cash ContributionstrueDeductibleNonCashContributions
Deductible Contributions Of ArttrueDeductibleContributionsOfArt
TerminatedfalseTerminated
Partial LiquidationfalsePartialLiquidation
Disregarded EntityfalseDisregardedEntity
Related EntitytrueRelatedEntity
Related Org Controlled EntitytrueRelatedOrgControlledEntity
Transfers To Exempt Non Chrtbl OrgfalseTransfersToExemptNonChrtblOrg
Activities Conducted PartnershipfalseActivitiesConductedPartnership
Schedule O RequiredtrueScheduleORequired
Number Forms Transmitted With1096191NumberFormsTransmittedWith1096
Number W2 G Included30NumberW2GIncluded
Compliance With Backup WitholdingtrueComplianceWithBackupWitholding
Number Of Employees198NumberOfEmployees
Employment Tax Returns FiledtrueEmploymentTaxReturnsFiled
Unrelated Business IncometrueUnrelatedBusinessIncome
Form990-T FiledtrueForm990-TFiled
Foreign Financial AccounttrueForeignFinancialAccount
Name Of Foreign CountryVINameOfForeignCountry
Name Of Foreign CountryCJNameOfForeignCountry
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTrans
Taxable Party NotificationfalseTaxablePartyNotification
Non Deductible ContributionsfalseNonDeductibleContributions
Quid Pro Quo ContributionstrueQuidProQuoContributions
Quid Pro Quo DisclosuretrueQuidProQuoDisclosure
Form8282 Property Disposed OftrueForm8282PropertyDisposedOf
Number Of8282 Filed1NumberOf8282Filed
Funds To Pay PremiumsfalseFundsToPayPremiums
Premiums PaidfalsePremiumsPaid
Nbr Voting Governing Body Members23NbrVotingGoverningBodyMembers
Number Independent Voting Members22NumberIndependentVotingMembers
Family Or Business RelationshiptrueFamilyOrBusinessRelationship
Delegation Of Management DutiesfalseDelegationOfManagementDuties
Changes To Organizing DocsfalseChangesToOrganizingDocs
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 ChapterstrueLocalChapters
Policies Reference ChapterstruePoliciesReferenceChapters
Form990 Provided To Governing BodytrueForm990ProvidedToGoverningBody
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 FiledALStatesWhereCopyOfReturnIsFiled
States Where Copy Of Return Is FiledAKStatesWhereCopyOfReturnIsFiled
States Where Copy Of Return Is FiledAZStatesWhereCopyOfReturnIsFiled
States Where Copy Of Return Is FiledARStatesWhereCopyOfReturnIsFiled
States Where Copy Of Return Is FiledCAStatesWhereCopyOfReturnIsFiled
States Where Copy Of Return Is FiledCOStatesWhereCopyOfReturnIsFiled
States Where Copy Of Return Is FiledCTStatesWhereCopyOfReturnIsFiled
States Where Copy Of Return Is FiledDEStatesWhereCopyOfReturnIsFiled
States Where Copy Of Return Is FiledFLStatesWhereCopyOfReturnIsFiled
States Where Copy Of Return Is FiledGAStatesWhereCopyOfReturnIsFiled
States Where Copy Of Return Is FiledILStatesWhereCopyOfReturnIsFiled
States Where Copy Of Return Is FiledINStatesWhereCopyOfReturnIsFiled
States Where Copy Of Return Is FiledKSStatesWhereCopyOfReturnIsFiled
States Where Copy Of Return Is FiledKYStatesWhereCopyOfReturnIsFiled
States Where Copy Of Return Is FiledMEStatesWhereCopyOfReturnIsFiled
States Where Copy Of Return Is FiledMDStatesWhereCopyOfReturnIsFiled
States Where Copy Of Return Is FiledMAStatesWhereCopyOfReturnIsFiled
States Where Copy Of Return Is FiledMIStatesWhereCopyOfReturnIsFiled
States Where Copy Of Return Is FiledMNStatesWhereCopyOfReturnIsFiled
States Where Copy Of Return Is FiledMSStatesWhereCopyOfReturnIsFiled
States Where Copy Of Return Is FiledMOStatesWhereCopyOfReturnIsFiled
States Where Copy Of Return Is FiledNHStatesWhereCopyOfReturnIsFiled
States Where Copy Of Return Is FiledNJStatesWhereCopyOfReturnIsFiled
States Where Copy Of Return Is FiledNMStatesWhereCopyOfReturnIsFiled
States Where Copy Of Return Is FiledNYStatesWhereCopyOfReturnIsFiled
States Where Copy Of Return Is FiledNCStatesWhereCopyOfReturnIsFiled
States Where Copy Of Return Is FiledNDStatesWhereCopyOfReturnIsFiled
States Where Copy Of Return Is FiledOHStatesWhereCopyOfReturnIsFiled
States Where Copy Of Return Is FiledOKStatesWhereCopyOfReturnIsFiled
States Where Copy Of Return Is FiledORStatesWhereCopyOfReturnIsFiled
States Where Copy Of Return Is FiledPAStatesWhereCopyOfReturnIsFiled
States Where Copy Of Return Is FiledRIStatesWhereCopyOfReturnIsFiled
States Where Copy Of Return Is FiledSCStatesWhereCopyOfReturnIsFiled
States Where Copy Of Return Is FiledTNStatesWhereCopyOfReturnIsFiled
States Where Copy Of Return Is FiledUTStatesWhereCopyOfReturnIsFiled
States Where Copy Of Return Is FiledWAStatesWhereCopyOfReturnIsFiled
States Where Copy Of Return Is FiledWVStatesWhereCopyOfReturnIsFiled
States Where Copy Of Return Is FiledWIStatesWhereCopyOfReturnIsFiled
Upon RequestXUponRequest

The Books Are In Care Of TheBooksAreInCareOf

FieldValueIRS element (for citing)
Name PersonGARY CONNERCITY OF HOPENamePerson
Telephone Number6269305445TelephoneNumber

Address US AddressUS

FieldValueIRS element (for citing)
Address Line11500 E DUARTE ROADAddressLine1
CityDUARTECity
StateCAState
ZIP Code91010ZIPCode

Form990 Part VII Section A Form990PartVIISectionA (37 entries)

TitleTitleAverage Hours Per WeekAverageHoursPerWeekIndividual Trustee Or DirectorIndividualTrusteeOrDirectorReportable Comp From OrganizationReportableCompFromOrganizationReportable Comp From Related OrgsReportableCompFromRelatedOrgsOther CompensationOtherCompensationOfficerOfficerKey EmployeeKeyEmployeeHighest Compensated EmployeeHighestCompensatedEmployee
Alexander Cappello
Board Member2.0X000
ANTHONY SCOTT
BOARD MEMBER2.0X000
Dale Crandall
Board Member2.0X000
Eddy W Hartenstein
Board Member2.0X000
Ernie So
Board Member2.0X000
Harry Levitt
Board Member2.0X000
Jacqueline Kosecoff
Board Member2.0X000
Jody Horowitz Marsh
Board Member2.0X000
John Boushy
Board Member2.0X000
Kathleen McNamara
Board Member2.0X000
LYNN BECKEMEYER
BOARD MEMBER2.0X000
Michael E Keane
Board Member2.0X000
Norman Payson
Board Member2.0X000
Philip Engel
Chair Emeritus3.0X000
Robert Cook
Board Member2.0X000
Robert Miller
Board Member2.0X000
Rodney Freeman
Board Member2.0X000
Ronald Silverman
Board Member2.0X000
SELWYN ISAKOW
BOARD MEMBER2.0X000
Sheri Biller
Board Chair3.0X000
STANLEY WASHINGTON
BOARD MEMBER2.0X000
Stephan Tow
Board Member2.0X000
Terry Peets
Board Member2.0X000
Thomas Madden
Board Member2.0X000
Dennis F Rusch
CHIEF FINANCIAL OFFICER3.0047350260812X
Kathleen Kane
EVP Dev.& Ext. Affairs60.0634570034857X
Michael Friedman MD
President and CEO15.00108796954558X
Paul Blodgett
SVP Major Gifts60.0383215028743X
Robert Stone JD
General Counsel3.0049870249794X
Virginia Opipare
Chief Operating Off.3.071273835406X
Alan Levey
SVP Strategic Planning60.0313760051825X
Brenda Maceo
SVP Communications60.0335232020895X
AMY GOLDMAN
VP GIFT PLANNING60.0234616025642X
DAVID CARTER
VP FINANCE & ADMINISTRATION60.0277869024309X
SCOTT LOYOLA
ASSOCIATE V.P.60.0186176035809X
Steven G Martin
AVP Communications60.019491906628X
TANYA MINK
VP Foundations Relations60.0254688018390X
FieldValueIRS element (for citing)
Total Reportable Comp From Org2815045TotalReportableCompFromOrg
Total Reportable Comp Frm Rltd Orgs2772911TotalReportableCompFrmRltdOrgs
Total Other Compensation447668TotalOtherCompensation
Number Individuals GT100 K31NumberIndividualsGT100K
Formers ListedfalseFormersListed
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
Merkle Inc
PO Box 64897BALTIMOREMD212644897DIRECT MAIL1468480
Jamison Services Inc
1055 Wilshire BlvdLOS ANGELESCA90017R/E Investment/Mgmt1231005
Moore Companies
2001 Dabney RoadRICHMONDVA232303345Consulting Services624913
Blackbaud
2000 Daniel Island DriveCHARLESTONSC29492IT Consulting762603
The Phelps Group
901 Wilshire BlvdSANTA MONICACA90401Advertising/PR343102
FieldValueIRS element (for citing)
Number Of Contractors GT100 K8NumberOfContractorsGT100K
Fundraising Events1774274FundraisingEvents
Related Organizations13806931RelatedOrganizations
All Other Contributions84688173AllOtherContributions
Noncash Contributions15115620NoncashContributions
Total Contributions100269378TotalContributions
Total Program Service Revenue0TotalProgramServiceRevenue

Investment Income InvestmentIncome

FieldValueIRS element (for citing)
Total Revenue Column5343673TotalRevenueColumn
Exclusion$5,343,673ExclusionAmount

Income From Invest Bond Proceeds IncomeFromInvestBondProceeds

FieldValueIRS element (for citing)
Total Revenue Column0TotalRevenueColumn

Royalties Revenue RoyaltiesRevenue

FieldValueIRS element (for citing)
Total Revenue Column201000246TotalRevenueColumn
Exclusion$201,000,246ExclusionAmount

Gross Rents GrossRents

FieldValueIRS element (for citing)
Real135764Real

Less Rental Expenses LessRentalExpenses

FieldValueIRS element (for citing)
Real2951Real

Rental Income Or Loss RentalIncomeOrLoss

FieldValueIRS element (for citing)
Real132813Real

Net Rental Income Or Loss NetRentalIncomeOrLoss

FieldValueIRS element (for citing)
Total Revenue Column132813TotalRevenueColumn
Exclusion$132,813ExclusionAmount

Gross Amount Sales Assets GrossAmountSalesAssets

FieldValueIRS element (for citing)
Securities66494931Securities
Other3034045Other

Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses

FieldValueIRS element (for citing)
Securities63234674Securities
Other3008343Other

Gain Or Loss GainOrLoss

FieldValueIRS element (for citing)
Securities3260257Securities
Other25702Other

Net Gain Or Loss Investments NetGainOrLossInvestments

FieldValueIRS element (for citing)
Total Revenue Column3285959TotalRevenueColumn
Exclusion$3,285,959ExclusionAmount
FieldValueIRS element (for citing)
Gross Income Fundraising Events866929GrossIncomeFundraisingEvents
Cntrbtns Rprtd Fundraising Events1774274CntrbtnsRprtdFundraisingEvents
Fundraising Direct Expenses450218FundraisingDirectExpenses

Net Income From Fundraising Events NetIncomeFromFundraisingEvents

FieldValueIRS element (for citing)
Total Revenue Column416711TotalRevenueColumn
Exclusion$416,711ExclusionAmount
FieldValueIRS element (for citing)
Gross Income Gaming384385GrossIncomeGaming
Gaming Direct Expenses23766GamingDirectExpenses

Net Income From Gaming NetIncomeFromGaming

FieldValueIRS element (for citing)
Total Revenue Column360619TotalRevenueColumn
Exclusion$360,619ExclusionAmount

Net Income Or Loss NetIncomeOrLoss

FieldValueIRS element (for citing)
Total Revenue Column0TotalRevenueColumn

Other Revenue Misc OtherRevenueMisc (2 entries)

DescriptionDescriptionBusiness CodeBusinessCodeTotal Revenue ColumnTotalRevenueColumnUnrelated Business RevenueUnrelatedBusinessRevenueExclusionExclusionAmount
UNRELATED BUSINESS INCOME900099-59208-59208
MISCELLANEOUS INCOME525990390534$390,534
FieldValueIRS element (for citing)
Total Other Revenue331326TotalOtherRevenue

Total Revenue TotalRevenue

FieldValueIRS element (for citing)
Total Revenue Column311140725TotalRevenueColumn
Unrelated Business Revenue-59208UnrelatedBusinessRevenue
Exclusion$210,930,555ExclusionAmount

Grants To Domestic Orgs GrantsToDomesticOrgs

FieldValueIRS element (for citing)
Total184701830Total
Program Services184701830ProgramServices

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)
Total2367659Total
Program Services350345ProgramServices
Management And General969230ManagementAndGeneral
Fundraising1048084Fundraising

Comp Disqual Persons CompDisqualPersons

FieldValueIRS element (for citing)
Total0Total

Other Salaries And Wages OtherSalariesAndWages

FieldValueIRS element (for citing)
Total14201003Total
Program Services1375894ProgramServices
Management And General4156621ManagementAndGeneral
Fundraising8668488Fundraising

Pension Plan Contributions PensionPlanContributions

FieldValueIRS element (for citing)
Total674838Total
Program Services55699ProgramServices
Management And General244322ManagementAndGeneral
Fundraising374817Fundraising

Other Employee Benefits OtherEmployeeBenefits

FieldValueIRS element (for citing)
Total1754668Total
Program Services182079ProgramServices
Management And General494601ManagementAndGeneral
Fundraising1077988Fundraising

Payroll Taxes PayrollTaxes

FieldValueIRS element (for citing)
Total1115353Total
Program Services116448ProgramServices
Management And General336153ManagementAndGeneral
Fundraising662752Fundraising

Fees For Services Management FeesForServicesManagement

FieldValueIRS element (for citing)
Total0Total

Fees For Services Legal FeesForServicesLegal

FieldValueIRS element (for citing)
Total589794Total
Program Services0ProgramServices
Management And General589794ManagementAndGeneral
Fundraising0Fundraising

Fees For Services Accounting FeesForServicesAccounting

FieldValueIRS element (for citing)
Total37364Total
Program Services0ProgramServices
Management And General37364ManagementAndGeneral
Fundraising0Fundraising

Fees For Services Lobbying FeesForServicesLobbying

FieldValueIRS element (for citing)
Total0Total

Fees For Services Prof Fundraising FeesForServicesProfFundraising

FieldValueIRS element (for citing)
Total1841408Total
Fundraising1841408Fundraising

Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees

FieldValueIRS element (for citing)
Total757973Total
Program Services0ProgramServices
Management And General757973ManagementAndGeneral
Fundraising0Fundraising

Fees For Services Other FeesForServicesOther

FieldValueIRS element (for citing)
Total3315031Total
Program Services220066ProgramServices
Management And General1155080ManagementAndGeneral
Fundraising1939885Fundraising

Advertising Advertising

FieldValueIRS element (for citing)
Total0Total

Office Expenses OfficeExpenses

FieldValueIRS element (for citing)
Total3191909Total
Program Services196908ProgramServices
Management And General708029ManagementAndGeneral
Fundraising2286972Fundraising

Information Technology InformationTechnology

FieldValueIRS element (for citing)
Total391570Total
Program Services0ProgramServices
Management And General391570ManagementAndGeneral
Fundraising0Fundraising

Royalties Royalties

FieldValueIRS element (for citing)
Total0Total

Occupancy Occupancy

FieldValueIRS element (for citing)
Total1617210Total
Program Services188912ProgramServices
Management And General403637ManagementAndGeneral
Fundraising1024661Fundraising

Travel Travel

FieldValueIRS element (for citing)
Total610675Total
Program Services47274ProgramServices
Management And General125112ManagementAndGeneral
Fundraising438289Fundraising

Travel Entrtnmnt Public Officials TravelEntrtnmntPublicOfficials

FieldValueIRS element (for citing)
Total0Total

Conferences Meetings ConferencesMeetings

FieldValueIRS element (for citing)
Total311039Total
Program Services16278ProgramServices
Management And General97538ManagementAndGeneral
Fundraising197223Fundraising

Interest Interest

FieldValueIRS element (for citing)
Total35912Total
Program Services0ProgramServices
Management And General35912ManagementAndGeneral
Fundraising0Fundraising

Payments To Affiliates PaymentsToAffiliates

FieldValueIRS element (for citing)
Total0Total

Depreciation Depletion DepreciationDepletion

FieldValueIRS element (for citing)
Total253682Total
Program Services28625ProgramServices
Management And General58760ManagementAndGeneral
Fundraising166297Fundraising

Insurance Insurance

FieldValueIRS element (for citing)
Total0Total

Other Expenses OtherExpenses (4 entries)

DescriptionDescriptionTotalTotalProgram ServicesProgramServicesManagement And GeneralManagementAndGeneralFundraisingFundraising
PATENT10000001000000
DUES AND SUBSCRIPTION13247968725440071207
TAX AND LICENSES6722852622067941287
OTHER35185716390119040216427

Total Functional Expenses TotalFunctionalExpenses

FieldValueIRS element (for citing)
Total218420482Total
Program Services187508882ProgramServices
Management And General10855815ManagementAndGeneral
Fundraising20055785Fundraising
FieldValueIRS element (for citing)
Joint CostsXJointCosts

Total Joint Costs TotalJointCosts

FieldValueIRS element (for citing)
Total16636256Total
Program Services2807051ProgramServices
Management And General3418587ManagementAndGeneral
Fundraising10410618Fundraising

Cash Non Interest Bearing CashNonInterestBearing

FieldValueIRS element (for citing)
BOY15067607BOY
EOY5319459EOY

Savings And Temp Cash Investments SavingsAndTempCashInvestments

FieldValueIRS element (for citing)
BOY91252329BOY
EOY155640375EOY

Pledges And Grants Receivable PledgesAndGrantsReceivable

FieldValueIRS element (for citing)
BOY42585465BOY
EOY52569281EOY

Accounts Receivable AccountsReceivable

FieldValueIRS element (for citing)
BOY9549926BOY
EOY13494666EOY

Other Notes Loans Receivable Net OtherNotesLoansReceivableNet

FieldValueIRS element (for citing)
BOY497011BOY
EOY413072EOY

Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges

FieldValueIRS element (for citing)
BOY338439BOY
EOY864632EOY
FieldValueIRS element (for citing)
Land Buildings Equipment Basis23581195LandBuildingsEquipmentBasis
Land Bldg Equipment Accum Deprec12318820LandBldgEquipmentAccumDeprec

Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet

FieldValueIRS element (for citing)
BOY5707620BOY
EOY11262375EOY

Investments Pub Traded Securities InvestmentsPubTradedSecurities

FieldValueIRS element (for citing)
BOY201462943BOY
EOY160354383EOY

Investments Other Securities InvestmentsOtherSecurities

FieldValueIRS element (for citing)
BOY16479603BOY
EOY90656211EOY

Other Assets Total OtherAssetsTotal

FieldValueIRS element (for citing)
BOY18813467BOY
EOY16908494EOY

Total Assets TotalAssets

FieldValueIRS element (for citing)
BOY401754410BOY
EOY507482948EOY

Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses

FieldValueIRS element (for citing)
BOY3807770BOY
EOY4532767EOY

Deferred Revenue DeferredRevenue

FieldValueIRS element (for citing)
BOY1367461BOY
EOY454549EOY

Mort Notes Pybl Secured Invest Prop MortNotesPyblSecuredInvestProp

FieldValueIRS element (for citing)
BOY385225BOY
EOY289137EOY

Other Liabilities OtherLiabilities

FieldValueIRS element (for citing)
BOY21719423BOY
EOY25156064EOY

Total Liabilities TotalLiabilities

FieldValueIRS element (for citing)
BOY27279879BOY
EOY30432517EOY
FieldValueIRS element (for citing)
Follow SFAS117XFollowSFAS117

Unrestricted Net Assets UnrestrictedNetAssets

FieldValueIRS element (for citing)
BOY181375017BOY
EOY263187818EOY

Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets

FieldValueIRS element (for citing)
BOY114646495BOY
EOY108289377EOY

Permanently Restricted Net Assets PermanentlyRestrictedNetAssets

FieldValueIRS element (for citing)
BOY78453019BOY
EOY105573236EOY

Total Net Assets Fund Balances TotalNetAssetsFundBalances

FieldValueIRS element (for citing)
BOY374474531BOY
EOY477050431EOY

Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances

FieldValueIRS element (for citing)
BOY401754410BOY
EOY507482948EOY
FieldValueIRS element (for citing)
Method Of Accounting AccrualXMethodOfAccountingAccrual
Accountant Compile Or ReviewfalseAccountantCompileOrReview
FS AuditedtrueFSAudited
Audit CommitteetrueAuditCommittee
Financial Statement ConsolidatedXFinancialStatementConsolidated
Federal Grant Audit RequiredfalseFederalGrantAuditRequired

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Publicly Supported Org170b1 AviXPubliclySupportedOrg170b1Avi

Gifts Grants Contrib Received170 GiftsGrantsContribReceived170

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years124808597CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years116227798CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years96979740CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year108226742CurrentTaxYearMinus1Year
Current Tax Year100269378CurrentTaxYear
Total546512255Total

Total170 Total170

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years124808597CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years116227798CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years96979740CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year108226742CurrentTaxYearMinus1Year
Current Tax Year100269378CurrentTaxYear
Total546512255Total
FieldValueIRS element (for citing)
Amounts Subst Contributors Total11651535AmountsSubstContributorsTotal
Public Support Total170534860720PublicSupportTotal170

Gross Investment Income170 GrossInvestmentIncome170

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years102648494CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years123646881CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years175305017CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year197809417CurrentTaxYearMinus1Year
Current Tax Year206479683CurrentTaxYear
Total805889492Total

Net UBI NetUBI

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years734238CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years0CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years102267CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year0CurrentTaxYearMinus1Year
Current Tax Year718122CurrentTaxYear
Total1554627Total

Other Income170 OtherIncome170

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years464755CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years324163CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years205394CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year215105CurrentTaxYearMinus1Year
Current Tax Year390534CurrentTaxYear
Total1599951Total
FieldValueIRS element (for citing)
Total Support1355556325TotalSupport
Public Support Pertcentage1700.39457PublicSupportPertcentage170
Public Support Pertcent Prior Year0.43576PublicSupportPertcentPriorYear
Thirty Three Percnt Tests CY170XThirtyThreePercntTestsCY170
General ExplanationCertain amounts in prior year have been reclassified and presented in accordance with applicable Internal Revenue code and related regulations.GeneralExplanation

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 LobbyingTotalGrassrootsLobbying

Total Direct Lobbying TotalDirectLobbying

FieldValueIRS element (for citing)
Affiliated Group Totals543709AffiliatedGroupTotals

Total Lobbying Expenditures TotalLobbyingExpenditures

FieldValueIRS element (for citing)
Affiliated Group Totals543709AffiliatedGroupTotals

Other Exempt Purpose Expenditures OtherExemptPurposeExpenditures

FieldValueIRS element (for citing)
Filing Organizations Totals218420482FilingOrganizationsTotals
Affiliated Group Totals978414011AffiliatedGroupTotals

Total Exempt Purpose Expenditures TotalExemptPurposeExpenditures

FieldValueIRS element (for citing)
Filing Organizations Totals218420482FilingOrganizationsTotals
Affiliated Group Totals978957720AffiliatedGroupTotals

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
FieldValueIRS element (for citing)
Tot Lobbying Grassroot Minus Non TxTotLobbyingGrassrootMinusNonTx
Tot Lobby Expend Mns Lobbying NontxTotLobbyExpendMnsLobbyingNontx

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 Minus3261871CurrentYearMinus3
Current Year Minus2420753CurrentYearMinus2
Current Year Minus1546691CurrentYearMinus1
Current Year543709CurrentYear
Total1773024Total

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)
IdentifierLOBBYING ADDITIONAL DISCLOSUREIdentifier
Return ReferenceSCHEDULE C, PART II-AReturnReference
ExplanationAlthough this question was answered yes, City of Hope HAS NOT MADE THE 501(H) ELECTION AND does not have any direct lobbying expenditures in fiscal year 2010. City of Hope belongs to an affiliated group, where the City of Hope National Medical Center applied for a Section 501(h) election on Form 5768 in the year ended September 30, 1995. This election has not been revoked subsequent to this application. THE FOLLOWING ARE THE OTHER MEMBERS OF THE AFFILIATED GROUP: BECKMAN RESEARCH INSTITUTE OF THE CITY OF HOPE (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 = $218,916,343 TOTAL EXEMPT PURPOSE EXPENDITURES = $218,916,343 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 NATIONAL MEDICAL CENTER (HAS MADE THE 501(H) ELECTION) 1500 EAST DUARTE ROAD, DUARTE, CA 91010 EIN = 95-1683875 GRASSROOTS LOBBYING AMOUNT = NONE TOTAL LOBBYING EXPENDITURES = $543,709 OTHER EXEMPT PURPOSE EXPENDITURES = $541,077,186 TOTAL EXEMPT PURPOSE EXPENDITURES = $541,620,895 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

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 Balance103205855BeginningOfYearBalance
Contributions19844392Contributions
Investment Earnings Or Losses11665104InvestmentEarningsOrLosses
Other Expenditures3372395OtherExpenditures
Administrative Expenses105524AdministrativeExpenses
End Of Year Balance131237432EndOfYearBalance

Current Year Minus1 Year CurrentYearMinus1Year

FieldValueIRS element (for citing)
Beginning Of Year Balance76759130BeginningOfYearBalance
Contributions18446111Contributions
Investment Earnings Or Losses10144727InvestmentEarningsOrLosses
Other Expenditures2144113OtherExpenditures
End Of Year Balance103205855EndOfYearBalance
FieldValueIRS element (for citing)
Board Designated EOY Balance0.31900BoardDesignatedEOYBalance
Permanent Endowment EOY Balance0.68100PermanentEndowmentEOYBalance
Term Endowment EOY Balance0.00000TermEndowmentEOYBalance
Endowments Held By Unrelated OrgsfalseEndowmentsHeldByUnrelatedOrgs
Endowments Held By Related OrgsfalseEndowmentsHeldByRelatedOrgs

Land Land

FieldValueIRS element (for citing)
Investment Cost Or Other Basis3605899InvestmentCostOrOtherBasis
Other Cost Or Other Basis2563524OtherCostOrOtherBasis
Book Value6169423BookValue

Buildings Buildings

FieldValueIRS element (for citing)
Investment Cost Or Other Basis0InvestmentCostOrOtherBasis
Book Value0BookValue

Leasehold Improvements LeaseholdImprovements

FieldValueIRS element (for citing)
Other Cost Or Other Basis2074240OtherCostOrOtherBasis
Depreciation1285526Depreciation
Book Value788714BookValue

Equipment Equipment

FieldValueIRS element (for citing)
Other Cost Or Other Basis15337531OtherCostOrOtherBasis
Depreciation11033293Depreciation
Book Value4304238BookValue

Other Land Buildings OtherLandBuildings

FieldValueIRS element (for citing)
Investment Cost Or Other Basis0InvestmentCostOrOtherBasis
Book Value0BookValue
FieldValueIRS element (for citing)
Total Of Book Value Land Buildings11262375TotalOfBookValueLandBuildings
Financial DerivativesFinancialDerivatives
Closely Held Equity InterestsCloselyHeldEquityInterests

Other Securities OtherSecurities

FieldValueIRS element (for citing)
DescriptionALTERNATIVE INVESTMENTSDescription
Book Value90656211BookValue
Method Of ValuationFMethodOfValuation
FieldValueIRS element (for citing)
Total Of Book Value Securities90656211TotalOfBookValueSecurities
Federal Income Tax Liability0FederalIncomeTaxLiability

Other Liabilities OtherLiabilities (3 entries)

DescriptionDescriptionAmountAmount
ANNUITANT OBLIGATIONS$19,222,851
DUE TO AFFILIATES$5,523,011
OTHER LIABILITIES$410,202
FieldValueIRS element (for citing)
Total Of Amounts25156064TotalOfAmounts

Form990 Schedule D Part XIV Form990ScheduleDPartXIV (2 entries)

IdentifierIdentifierReturn ReferenceReturnReferenceExplanationExplanation
ENDOWMENT FUNDSSCHEDULE D, PART VCITY OF HOPE'S ENDOWMENT FUNDS ARE AVAILABLE TO FUND FUTURE RESEARCH, CAPITAL AND EXPANSION NEEDS AS DETERMINED BY MANAGEMENT AND THE BOARD OF DIRECTORS.
FASB ASC 740 DisclosureSchedule D, Part X, Line 2Financial 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 tax liability for tax benefits, interest or penalties accrued at September 30, 2010 and 2009.

Schedule F IRS990ScheduleF

Accts Actvs Out US Table AcctsActvsOutUSTable

FieldValueIRS element (for citing)
RegionCentral America and the CaribbeanRegion
Number Of Offices0NumberOfOffices
Number Of Employees0NumberOfEmployees
Type Of Activities ConductedInvestmentsTypeOfActivitiesConducted
Total Expenditures0TotalExpenditures
FieldValueIRS element (for citing)
Total Number Of Offices0TotalNumberOfOffices
Total Number Of Employees0TotalNumberOfEmployees
Total Amount Spent0TotalAmountSpent

Form990 Schedule F Part IV Form990ScheduleFPartIV

FieldValueIRS element (for citing)
IdentifierCONTRIBUTIONS FROM OUTSIDE USAIdentifier
Return ReferenceSCHEDULE F, PART I, LINE 3ReturnReference
ExplanationCITY OF HOPE DOES NOT HAVE ANY PHYSICAL PRESENCE OUTSIDE THE UNITED STATES NOR DOES IT HAVE ANY EMPLOYEES OUTSIDE THE UNITED STATES. CITY OF HOPE'S REPUTATION AS A WORLD CLASS RESEARCH AND TREATMENT FACILITY IS INTERNATIONALLY RECOGNIZED. AS A RESULT OF THIS RECOGNITION CITY OF HOPE AT TIMES RECEIVES DONATIONS AND GRANTS FROM PERSONS AND CORPORATIONS OUTSIDE OF THE UNITED STATES. NO SUCH DONATIONS/GRANTS WERE RECEIVED DURING THE CURRENT FISCAL YEAR. INVESTMENT ACTIVITIES IN CITY OF HOPE INCLUDES INVESTMENTS IN MULTIPLE VEHICLES THAT PROVIDE INVESTMENT INCOME AND RETURNS TO THE INSTITUTION TO FURTHER MISSION AND PROGRAMS. AS A RESULT, THERE ARE INVESTMENTS HELD IN OFFSHORE HEDGE FUNDS, MAINLY REGISTERED AS CAYMAN EXEMPTED CORPORATIONS. THESE INVESTMENTS REPRESENT A SMALL PERCENTAGE OF CITY OF HOPE'S OVERALL INVESTMENT PORTFOLIO AND ARE NECESSARY TO HELP MITIGATE PORTFOLIO RISK.Explanation

Schedule G IRS990ScheduleG

FieldValueIRS element (for citing)
Mail SolicitationsXMailSolicitations
Email SolicitationsXEmailSolicitations
Phone SolicitationsXPhoneSolicitations
In Person SolicitationsXInPersonSolicitations
Solicitation Of Non Govt GrantsXSolicitationOfNonGovtGrants
Special Fundraising EventsXSpecialFundraisingEvents
Agreement Ref FundraisingtrueAgreementRefFundraising

Fundraiser Activity Information FundraiserActivityInformation (2 entries)

Name Of IndividualNameOfIndividualActivityActivityFundraiser Control Of FundsFundraiserControlOfFundsGross ReceiptsGrossReceiptsAmount Retained By ContractorAmountRetainedByContractorNet To OrganizationNetToOrganization
Black Mountain IncDirect Mail Analysisfalse22000039859180141
The Domain GroupDirect Mail Analysisfalse459704017992832797757
FieldValueIRS element (for citing)
Total Gross Receipts4817040TotalGrossReceipts
Total Retained By Contractors1839142TotalRetainedByContractors
Total Net To Organization2977898TotalNetToOrganization
Licensed StatesALLicensedStates
Licensed StatesAKLicensedStates
Licensed StatesAZLicensedStates
Licensed StatesARLicensedStates
Licensed StatesCALicensedStates
Licensed StatesCOLicensedStates
Licensed StatesCTLicensedStates
Licensed StatesDELicensedStates
Licensed StatesDCLicensedStates
Licensed StatesFLLicensedStates
Licensed StatesGALicensedStates
Licensed StatesHILicensedStates
Licensed StatesIDLicensedStates
Licensed StatesILLicensedStates
Licensed StatesINLicensedStates
Licensed StatesIALicensedStates
Licensed StatesKSLicensedStates
Licensed StatesKYLicensedStates
Licensed StatesLALicensedStates
Licensed StatesMELicensedStates
Licensed StatesMDLicensedStates
Licensed StatesMALicensedStates
Licensed StatesMILicensedStates
Licensed StatesMNLicensedStates
Licensed StatesMSLicensedStates
Licensed StatesMOLicensedStates
Licensed StatesMTLicensedStates
Licensed StatesNELicensedStates
Licensed StatesNVLicensedStates
Licensed StatesNHLicensedStates
Licensed StatesNJLicensedStates
Licensed StatesNMLicensedStates
Licensed StatesNYLicensedStates
Licensed StatesNCLicensedStates
Licensed StatesNDLicensedStates
Licensed StatesOHLicensedStates
Licensed StatesOKLicensedStates
Licensed StatesORLicensedStates
Licensed StatesPALicensedStates
Licensed StatesRILicensedStates
Licensed StatesSCLicensedStates
Licensed StatesSDLicensedStates
Licensed StatesTNLicensedStates
Licensed StatesTXLicensedStates
Licensed StatesUTLicensedStates
Licensed StatesVTLicensedStates
Licensed StatesVALicensedStates
Licensed StatesWALicensedStates
Licensed StatesWVLicensedStates
Licensed StatesWILicensedStates
Licensed StatesWYLicensedStates

Events Information EventsInformation

FieldValueIRS element (for citing)
Name Of Event1Golf EventNameOfEvent1
Gross Receipts Event1651000GrossReceiptsEvent1
Charitable Contributions Event1541630CharitableContributionsEvent1
Gross Revenue Event1109370GrossRevenueEvent1
Rent Facility Costs Event1187175RentFacilityCostsEvent1
Other Direct Expenses Event13224OtherDirectExpensesEvent1
Name Of Event2Golf EventNameOfEvent2
Gross Receipts Event2551000GrossReceiptsEvent2
Charitable Contributions Event2457865CharitableContributionsEvent2
Gross Revenue Event293135GrossRevenueEvent2
Rent Facility Costs Event2155938RentFacilityCostsEvent2
Other Direct Expenses Event216278OtherDirectExpensesEvent2
Total Number Of Other Events27TotalNumberOfOtherEvents
Gross Receipts Other Events1422583GrossReceiptsOtherEvents
Charitable Contrib Other Events763700CharitableContribOtherEvents
Gross Revenue Other Events658883GrossRevenueOtherEvents
Rent Facility Costs Other Events70164RentFacilityCostsOtherEvents
Other Direct Expenses Other Events16663OtherDirectExpensesOtherEvents
Gross Receipts Total2624583GrossReceiptsTotal
Charitable Contributions Total1763195CharitableContributionsTotal
Gross Revenue Total Events861388GrossRevenueTotalEvents
Rent Facility Costs Total Events413277RentFacilityCostsTotalEvents
Other Direct Expenses Total Events36165OtherDirectExpensesTotalEvents
Direct Expense Summary Events449442DirectExpenseSummaryEvents
Net Income Summary411946NetIncomeSummary

Gaming Information GamingInformation

FieldValueIRS element (for citing)
Gross Revenue Other Gaming384385GrossRevenueOtherGaming
Cash Prizes Other Gaming7500CashPrizesOtherGaming
Other Direct Expenses Other Gaming16266OtherDirectExpensesOtherGaming
Volunteer Labor Other GamingtrueVolunteerLaborOtherGaming
Volunteer Labor Prcnt Other Gaming1.00000VolunteerLaborPrcntOtherGaming
Gross Revenue Total Gaming384385GrossRevenueTotalGaming
Cash Prizes Total Gaming7500CashPrizesTotalGaming
Other Direct Expenses Total Gaming16266OtherDirectExpensesTotalGaming
Direct Expense Summary Gaming23766DirectExpenseSummaryGaming
Net Gaming Income Summary360619NetGamingIncomeSummary
FieldValueIRS element (for citing)
States Where Gaming ConductedAZStatesWhereGamingConducted
States Where Gaming ConductedCAStatesWhereGamingConducted
States Where Gaming ConductedFLStatesWhereGamingConducted
States Where Gaming ConductedILStatesWhereGamingConducted
States Where Gaming ConductedPAStatesWhereGamingConducted
States Where Gaming ConductedWAStatesWhereGamingConducted
LicensedfalseLicensed
Explanation If NoTHE ORGANIZATION REGISTERS IN THE STATE WHERE GAMING ACTIVITIES ARE HELD, AS REQUIRED. AT TIMES, THE ORGANIZATION IS NOT REQUIRED TO REGISTER, AND AS SUCH LINES 9 HAS BEEN ANSWERED NO, PER FORM 990 INSTRUCTIONS.ExplanationIfNo
License Suspended EtcfalseLicenseSuspendedEtc
Gaming With NonmemberstrueGamingWithNonmembers
Member Of Other EntityfalseMemberOfOtherEntity
Percentage Of Gaming Othr Facility1.00000PercentageOfGamingOthrFacility
Name Of Gaming Rec Keeper PersonGARY CONNERNameOfGamingRecKeeperPerson

Address Of Gaming Rec Keeper US AddressOfGamingRecKeeperUS

FieldValueIRS element (for citing)
Address Line11500 EAST DUARTE ROADAddressLine1
CityDUARTECity
StateCAState
ZIP Code91010ZIPCode
FieldValueIRS element (for citing)
Contract With3rd Party For Gam RevfalseContractWith3rdPartyForGamRev
Gaming Manager Name PersonKathleen Kane EVP Development andGamingManagerNamePerson
Gaming Manager Compensation0GamingManagerCompensation
Gaming Manager Services ProvidedExec. Dir. Fundraising and External AffairsGamingManagerServicesProvided
Gaming Manager Is Director OfficerXGamingManagerIsDirectorOfficer
Gaming Manager Is EmployeeXGamingManagerIsEmployee
Charitable Distrib RequiredtrueCharitableDistribRequired
Amount Distributed345947AmountDistributed

Schedule I IRS990ScheduleI

FieldValueIRS element (for citing)
Records MaintainedtrueRecordsMaintained

Recipient Table RecipientTable (2 entries)

Address Line1AddressUS/AddressLine1CityAddressUS/CityStateAddressUS/StateZIP CodeAddressUS/ZIPCodeEIN Of RecipientEINOfRecipientIRC SectionIRCSectionAmount Of Cash GrantAmountOfCashGrantAmount Of Non Cash AssistanceAmountOfNonCashAssistanceMethod Of ValuationMethodOfValuationDescription Of Non Cash AssistanceDescriptionOfNonCashAssistancePurpose Of GrantPurposeOfGrant
City of Hope National Medical Center
1500 E Duarte RoadDuarteCA91010951683875501(C)(3)120731550N/AN/ASUPPORT-SEE PT IV
Beckman Research Institute of the City of Hope
1450 E Duarte RoadDuarteCA91010953432210501(C)(3)1726286750N/AN/ASUPPORT-SEE PT IV
FieldValueIRS element (for citing)
Total Nbr Of501 C3 And Govt Grants2TotalNbrOf501C3AndGovtGrants

Form990 Schedule I Part IV Form990ScheduleIPartIV

FieldValueIRS element (for citing)
IdentifierGrant AssistanceIdentifier
Return ReferenceSchedule I Part I and IIReturnReference
ExplanationCity of Hope exists to support its subsidiary organizations, City of Hope National Medical Center and the Beckman Research Institute of the City of Hope. Through fundraising and other revenue sources City of Hope transfers money to the operating subsidiaries to further innovative research and cancer treatment opportunities. The City of Hope is the sole corporate member of the City of Hope National Medical Center and the Beckman Research Institute of the City of Hope and has the oversight of the operating activities of both entities to ensure that they are operating within the guidelines of their charitable missions and the use of grant assistance from City of Hope. CITY OF HOPE AS THE PARENT ORGANIZATION MONITORS THE ACTIVITIES OF THE OPERATING SUBSIDIARIES, CITY OF HOPE NATIONAL MEDICAL CENTER AND BECKMAN RESEARCH INSTITUTE OF THE CITY OF HOPE TO ENSURE THEY ARE FULFILLING THEIR PATIENT CARE AND RESEARCH missions IN ACCORDANCE WITH THE FUNDRAISING AND GRANT MAKING ACTIVITIES OF CITY OF HOPE.Explanation

Schedule J IRS990ScheduleJ

FieldValueIRS element (for citing)
Club Dues Or FeesXClubDuesOrFees
Written Policy Re T And E ExpensestrueWrittenPolicyReTAndEExpenses
Substantiation RequiredtrueSubstantiationRequired
Compensation CommitteeXCompensationCommittee
Independent ConsultantXIndependentConsultant
Form990 Of Other OrganizationsXForm990OfOtherOrganizations
Written Employment ContractXWrittenEmploymentContract
Compensation SurveyXCompensationSurvey
Board Or Committee ApprovalXBoardOrCommitteeApproval
Severance PaymentfalseSeverancePayment
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 (13 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
Alan Levey
2627240208690301670199780318470365585000
AMY GOLDMAN
20606509706018845016844087980260258000
Brenda Maceo
255477044668035087075640133310356127000
DAVID CARTER
1959320184750634620617001813903021780304100
Dennis F Rusch
0382280061988029234035126025686053431400
Kathleen Kane
46525701109770583360138960209610669427000
Michael Friedman MD
0683397019186602127060201030344550114252700
Paul Blodgett
293735031218058262075650211780411958000
Robert Stone JD
0380313086373032016020103029691054849600
SCOTT LOYOLA
17125009203057230132980225110221985000
Steven G Martin
184368089250162605266013620201547000
TANYA MINK
191884022987039817058650125250273078000
Virginia Opipare
446171100888165679076140277920748144093145

Form990 Schedule J Part III Form990ScheduleJPartIII (3 entries)

IdentifierIdentifierReturn ReferenceReturnReferenceExplanationExplanation
QUESTIONS REGARDING COMPENSATIONSCHEDULE J PART ILine 1a KATHLEEN KANE AND PAUL BLODGETT ARE PROVIDED WITH SOCIAL CLUB MEMBERSHIPS FOR WHICH THEY MUST SUBMIT DETAILED BUSINESS RECEIPTS INDICATING THE BUSINESS PURPOSES ASSOCIATED WITH SERVICES AND THEIR PERSONAL USE PORTION ASSOCIATED WITH SERVICES. THEY ARE NOT REIMBURSED FOR THEIR PERSONAL USE PORTION ASSOCIATED WITH PERSONAL SERVICES. The personal use portion of social club dues included in other reportable compensation column B(iii) during 2009 was as follows: Kathleen Kane = $823 Paul Blodgett = $5,025 Schedule J, Part I, Line 3 The CEO of the organization, Dr. Michael Friedman, is not compensated by City of Hope but by City of Hope National Medical Center. See Schedule O narrative for Part VI, Line 15a.
PARTICIPATION IN NON-QUALIFIED SECTION 457(F)PLANSCHEDULE J PART I LINE 4BCITY OF HOPE HAS AN EXECUTIVE SUPPLEMENTAL ACCUMULATION PLAN THAT IS A NON-QUALIFIED SECTION 457(F) PLAN. THE PLAN WAS EFFECTIVE SEPTEMBER 30, 2007 AND IS DESIGNED TO PROVIDE EACH DESIGNATED EMPLOYEE WITH DEFERRED COMPENSATION. THE PLAN IS MAINTAINED FOR A SELECT GROUP OF MANAGEMENT OR HIGHLY COMPENSATED EMPLOYEES. THE PLAN VESTS AFTER THREE (3) YEARS AND THE VESTED TOTALS ARE INCLUDED IN SCHEDULE J PART II COLUMN "OTHER REPORTABLE COMPENSATION (B)(iii)." PRIOR TO VESTING THE ANNUAL AMOUNTS ARE INCLUDED IN SCHEDULE J PART II COLUMN "DEFERRED COMPENSATION (c)." DURING CALENDAR YEAR 2009 THE FOLLOWING DISTRIBUTIONS WERE MADE FROM THE 457(F) PLAN TO THE FOLLOWING CITY OF HOPE PARTICIPANTS: ALAN LEVEY $3,169 AMY GOLDMAN $1,260 BRENDA MACEO $7,377 David Carter $21,366 KATHLEEN KANE $10,607 MICHAEL FRIEDMAN $20,947 PAUL BLODGETT $9,251 ROBERT STONE $4,454 TANYA MINK $4,507 Virginia Opipare $41,777 THESE PAYMENTS HAVE BEEN INCLUDED IN TAXABLE INCOME IN SCHEDULE J.
NON-FIXED COMPENSATION PAYMENTSSCHEDULE J PART I LINE 7CITY OF HOPE EXECUTIVES AND SOME KEY EMPLOYEES ARE ELIGIBLE TO RECEIVE INCENTIVE COMPENSATION TIED TO FIVE (5) KEY INDICATORS. THE KEY INDICATORS ARE BOTH FINANCIAL AND NON-FINANCIAL, AND THE POTENTIAL BONUS COMPENSATION IS BASED ON A WEIGHTED AVERAGE AMONG ALL indicators and is paid as a percentage of each individual participant's base compensation. Based upon an individual's goals and performance during the year, the potential payout for any participant can be modified up or down 20%. The incentive compensation paid during this tax year has been reported in Schedule J, Column B(ii).

Schedule L IRS990ScheduleL

Form990 Schedule L Part IV Form990ScheduleLPartIV

Name Of Interested Person NameOfInterestedPerson

FieldValueIRS element (for citing)
Name PersonDale Crandall UNION BANK OF CALIFNamePerson
FieldValueIRS element (for citing)
RelationshipSEE SCHEDULE ORelationship
Amount Of Transaction1059921AmountOfTransaction
Description Of TransactionSEE SCHEDULE ODescriptionOfTransaction
Sharing Of RevenuesfalseSharingOfRevenues

Schedule M IRS990ScheduleM

Works Of Art WorksOfArt

FieldValueIRS element (for citing)
Non Cash CheckboxXNonCashCheckbox
Number Of Contributions4NumberOfContributions
Noncash Contribs Rptd F990429625NoncashContribsRptdF990
Method Of Determining RevenuesAppraisalMethodOfDeterminingRevenues
FieldValueIRS element (for citing)
Art Historical TreasuresArtHistoricalTreasures
Art Fractional InterestArtFractionalInterest
Books And PublicationsBooksAndPublications
Clothing And Household GoodsClothingAndHouseholdGoods
Cars And Other VehiclesCarsAndOtherVehicles
Boats And PlanesBoatsAndPlanes
Intellectual PropertyIntellectualProperty

Securities Publicly Traded SecuritiesPubliclyTraded

FieldValueIRS element (for citing)
Non Cash CheckboxXNonCashCheckbox
Number Of Contributions122NumberOfContributions
Noncash Contribs Rptd F99011552745NoncashContribsRptdF990
Method Of Determining RevenuesMarket ValueMethodOfDeterminingRevenues
FieldValueIRS element (for citing)
Securities Closely Held StockSecuritiesCloselyHeldStock
Securities Prtnrshp Trust IntrstsSecuritiesPrtnrshpTrustIntrsts
Securities MiscellaneousSecuritiesMiscellaneous
Qualified Contrib Hist StructQualifiedContribHistStruct
Qualified Contrib OtherQualifiedContribOther

Real Estate Residential RealEstateResidential

FieldValueIRS element (for citing)
Non Cash CheckboxXNonCashCheckbox
Number Of Contributions6NumberOfContributions
Noncash Contribs Rptd F9903133250NoncashContribsRptdF990
Method Of Determining RevenuesAppraisalMethodOfDeterminingRevenues
FieldValueIRS element (for citing)
Real Estate CommercialRealEstateCommercial
Real Estate OtherRealEstateOther
CollectiblesCollectibles
Food InventoryFoodInventory
Drugs And Medical SuppliesDrugsAndMedicalSupplies
TaxidermyTaxidermy
Historical ArtifactsHistoricalArtifacts
Scientific SpecimensScientificSpecimens
Archaeological ArtifactsArchaeologicalArtifacts

Other Non Cash Contributions Table OtherNonCashContributionsTable (2 entries)

Non Cash CheckboxNonCashCheckboxDescriptionDescriptionNumber Of ContributionsNumberOfContributionsNoncash Contribs Rptd F990NoncashContribsRptdF990Method Of Determining RevenuesMethodOfDeterminingRevenues
XAuction Items000
XRaffle Items000
FieldValueIRS element (for citing)
Number Of8283 Received3NumberOf8283Received
Any Property That Must Be HeldfalseAnyPropertyThatMustBeHeld
Review Process Unusual NC GiftstrueReviewProcessUnusualNCGifts
Third Parties UsedfalseThirdPartiesUsed

Form990 Schedule M Part II Form990ScheduleMPartII (2 entries)

IdentifierIdentifierReturn ReferenceReturnReferenceExplanationExplanation
Non-Cash Donated ItemsSCHEDULE M, PART I, LINES 25, 26 AND 33CITY OF HOPE DOES NOT CURRENTLY HAVE A REPORTING AND RECORDING PROCESS IN PLACE TO ENSURE ALL DONATED AUCTION AND OTHER EVENT RELATED ITEMS ARE RECORDED AS REVENUE.
ARTWORKSchedule M, Part I, Line 1CITY OF HOPE HAS A NUMBER OF SUPPORTERS WHO HAVE DONATed ARTWORK AND SCULPTURES TO CITY OF HOPE. CITY OF HOPE DOES NOT ACTIVELY SOLICIT FOR THESE DONATIONS. HOWEVER, AS AN INSTITUTION THAT SUPPORTS A COMPREHENSIVE CANCER CENTER, WE UTILIZE THE ARTWORK AND SCULPTURE IN STAGING OUR FACILITIES AND GROUNDS IN ORDER TO MAINTAIN AN ENVIRONMENT THAT AESTHETICALLY MAY ENHANCE THE PATIENT AND FAMILY EXPERIENCE WHILE OBTAINING TREATMENT AT THE CITY OF HOPE.

Schedule O IRS990ScheduleO

General Explanation GeneralExplanation (10 entries)

IdentifierIdentifierReturn ReferenceReturnReferenceExplanationExplanation
VOLUNTEER ASSISTANCEForm 990, PART I, Line 6The philanthropic spirit of thousands of volunteers nationwide makes it possible for City of Hope to continue its life-saving work. Their support provides a major portion of our research and treatment budget each year and helps us help those in need throughout the year. In the current year, a substantial number of unpaid volunteers have made significant contributions of their time to develop City of Hope's FUNDRAISING NETWORK, principally THROUGH development and educational programs. The value of this contributed time is not reflected in the tax returns or the audited financial statements since it is not susceptible to objective measurement or valuation.
ORGANIZATION'S MISSIONFORM 990, PART III, LINE 1CITY OF HOPE [collectively referring to City of Hope, City of Hope National Medical Center, Beckman Research Institute of the City of Hope, 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.
AUDITED FINANCIAL STATEMENTSFORM 990, PART IV, Lines 12, 12A and PART XI Line 2cAUDITED CONSOLIDATED FINANCIAL STATEMENTS ARE ISSUED FOR CITY OF HOPE AND AFFILIATES, WHICH INCLUDES CITY OF HOPE, CITY OF HOPE AUXILIARIES, GENBASIX, Inc., CITY OF HOPE NATIONAL MEDICAL CENTER, ONCOLOGY MANAGEMENT SERVICES, Inc. and BECKMAN RESEARCH INSTITUTE OF THE CITY OF HOPE. NO STAND-ALONE AUDITS ARE PERFORMED OR ISSUED FOR CITY OF HOPE. THE AUDITED CONSOLIDATED FINANCIAL STATEMENT IS REVIEWED ANNUALLY BY THE AUDIT COMMITTEE OF THE BOARD OF DIRECTORS BEFORE FINALIZATION AND ISSUANCE.
FORMS W-2GFORM 990, PART V, Line 1BCITY OF HOPE (95-3435919) ISSUES FORM W-2G IN ACCORDANCE WITH REQUIREMENTS FOR INTERNAL REVENUE SERVICE REGULATIONS. HOWEVER, THE W-2G'S THAT ARE ISSUED BY CITY OF HOPE (95-3435919) ARE FOR THOSE PERSONS WHO WERE AWARDED PRIZES THROUGH RAFFLE ACTIVITIES THAT TAKE PLACE THROUGH THE CITY OF HOPE AUXILIARY NETWORK, FOR WHICH A 990 IS FILED UNDER THE NAME "CITY OF HOPE GROUP RETURN" AND TAX IDENTIFICATION NUMBER 02-0765554.
GOVERNING BODY AND MANAGEMENTFORM 990, PART VI, SECTION ALine 2 Dr. Michael A. Friedman, CEO and Robert Miller, City of Hope Board Member had a business relationship. Form 990, Part VI, Section A, Line 6 ANY PERSON WHO IS A MEMBER IN GOOD STANDING OF ANY CHARTERED AUXILIARY OF CITY OF HOPE IS AN "AUXILIARY MEMBER" OF THE CORPORATION. EACH AUXILIARY MEMBER SELECTED BY HIS OR HER CHARTERED AUXILIARY TO BE A DELEGATE TO THE NATIONAL CONVENTION OF CITY OF HOPE IS A MEMBER OF THE CORPORATION. Form 990, Part VI, Section A, Line 7A MEMBERS OF CITY OF HOPE HAVE THE RIGHT TO VOTE ON THE ELECTION OF DIRECTORS TO THE GOVERNING BODY OF CITY OF HOPE. Form 990, Part VI, Section A, Line 7B IN ADDITION TO THE RIGHT TO VOTE ON THE ELECTION OF DIRECTORS, ALL MEMBERS HAVE THE RIGHT TO VOTE ON THE DISPOSITION OF ALL OR SUBSTANTIALLY ALL OF CITY OF HOPE'S ASSETS, ON ANY MERGER AND ITS PRINICPAL TERMS AND ANY AMENDMENT OF THOSE TERMS, AND ON ANY ELECTION TO DISSOLVE THE CORPORATION.
POLICIESFORM 990, PART VI, SECTION BLine 11 A copy of the Form 990 is reviewed by the audit committee of the Board of Directors of City of Hope, which assists the Board in fulfilling its responsibilities regarding the financial, accounting, and corporate compliance matters of City of Hope. Additionally, the preparation of the Form 990 is done internally and is reviewed thoroughly with internal leadership, external participants, including Ernst & Young, retained tax counsel and other tax preparers. Prior to filing, the City of Hope (95-3435919) Form 990 is made available to voting members of the City of Hope Board for review electronically on-line through City of Hope's intranet web portal. City of Hope is the sole corporate member of City of Hope National Medical Center, Beckman Research Institute of City of Hope and City of Hope Group return. Form 990, Part VI, Section B, Line 12C ALL CITY OF HOPE EMPLOYEES, BOARD OF DIRECTORS AND BOARD COMMITTEE MEMBERS AND RESEARCH TEAM MEMBERS ARE COVERED BY CITY OF HOPE'S APPLICABLE CONFLICT OF INTEREST POLICIES. DETERMINATIONS AS TO WHETHER A CONFLICT OF INTEREST EXISTS AND REVIEWS OF DISCLOSURES ARE MADE BY THE CHIEF RISK OFFICER, GENERAL COUNSEL AND, AS APPLICABLE, THE CHAIR OF THE BOARD, BOARD OF DIRECTORS OR THE RESEARCH CONFLICT OF INTEREST COMMITTEE, BASED UPON THE CATEGORY OF PERSON MAKING THE DISCLOSURE. RESTRICTIONS IMPOSED ON PERSONS WITH A CONFLICT VARY, BASED UPON THE FACTS. RESTRICTIONS MAY INCLUDE: PROHIBITION FROM PARTICIPATING IN A GOVERNING BODY'S DELIBERATIONS AND VOTING ON A GIVEN TRANSACTION OR SET OF TRANSACTIONS, RECUSAL FROM THE DECISION MAKING PROCESS RELATING TO THE BUSINESS TRANSACTIONS (E.G. PURCHASING DECISIONS), AND PROHIBITION FROM PARTICIPATING AS A PRINCIPAL INVESTIGATOR IN RESEARCH, DISCLOSURE OF FINANCIAL INTEREST IN RESEARCH STUDY INFORMED CONSENT FORMS AND PUBLICATIONS. MONITORING TRANSACTIONS FOR CONFLICTS IS DONE THROUGH REQUIRED DISCLOSURES AND UPDATES BY PERSONS COVERED BY THE ORGANIZATION'S CONFLICT OF INTEREST POLICIES AND A CONCURRENT REVIEW OF SUCH DISCLOSURES AGAINST TRANSACTIONS. CITY OF HOPE'S POLICY PROVIDES FOR DISCIPLINARY ACTION AGAINST PERSONS COVERED BY THE CONFLICT OF INTEREST POLICIES WHO DO NOT COMPLY WITH POLICY REQUIREMENTS. Form 990, Part VI, Section B, Lines 15A AND 15B THE EXECUTIVE COMPENSATION AND ORGANIZATIONAL DEVELOPMENT COMMITTEE (COMMITTEE) OF THE BOARD OF DIRECTORS, PURSUANT TO A DELEGATION OF AUTHORITY From THE BOARD OF DIRECTORS, IS RESPONSIBLE FOR SETTING THE COMPENSATION OF THE CEO AND CERTAIN OTHER SENIOR EXECUTIVES. THE DIRECTORS ON THIS COMMITTEE ARE INDEPENDENT, AND DELIBERATION AND DECISION MAKING ARE SUBSTANTIATED IN THE MINUTES OF THE COMMITTEE'S MEETINGS. THE MINUTES ARE REVIEWED AND APPROVED AT THE NEXT MEETING OF THE COMMITTEE. AS PART OF THE DELIBERATION PROCESS, THE COMMITTEE RECEIVES ADVICE FROM AN INDEPENDENT, OUTSIDE COMPENSATION CONSULTANT WITH RESPECT TO EXECUTIVE COMPENSATION, COMPARABLE BENCHMARK DATA AND CURRENT COMPENSATION PHILOSOPHY, STRUCTURE, AND ADMINISTRATION OF THE EXECUTIVE CASH COMPENSATION PROGRAMS AT CITY OF HOPE. The Committee carries out the Board of Directors' overall responsibilities relating to executive compensation. The committee engages outside consultants and other professionals to assist it in setting executive compensation programs at CITY OF HOPE AND ITS RELATED ORGANIZATIONS. THE EXECUTIVE COMPENSATION PHILOSOPHY OF CITY OF HOPE, CITY OF HOPE NATIONAL MEDICAL CENTER AND THE BECKMAN RESEARCH INSTITUTE OF THE CITY OF HOPE (REFERRED TO COLLECTIVELY AS "CITY OF HOPE") 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 PORTION OF EXECUTIVE COMPENSATION IS LINKED DIRECTLY TO PERFORMANCE GOALS APPROVED IN ADVANCE BY THE COMMITTEE. THESE GOALS ARE TIED TO THE PERFORMANCE OF CITY OF HOPE, INCLUDING THE ATTAINMENT OF SPECIFIC BUSINESS OBJECTIVES FOR STRATEGIC AND FINANCIAL PERFORMANCE AS WELL AS NON-FINANCIAL indicators that MEASURE PATIENT SATISFACTION and quality of patient care. THE COMMITTEE CONDUCTS COMPENSATION REVIEWS ANNUALLY AND THIS WAS LAST COMPLETED ON SEPTEMBER 24, 2010. The compensation programs and ranges for all Officers and Key Employees listed on Form 990, Part VII and Schedule J-2, Part I are reviewed by this Committee.
DISCLOSURESFORM 990, PART VI, SECTION CLine 19 City of Hope's governing documents are not required to be 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 CITY OF HOPE CONFLICT OF INTEREST MANAGER.
HOURS WORKEDForm 990, Part VIIFULL TIME EMPLOYEES GENERALLY WORK IN EXCESS OF 40 HOURS PER WEEK WHICH HAS BEEN REFLECTED IN THE COMPENSATION SCHEDULES BY THE ESTIMATES OF 60 HOURS PER WEEK. THE MEMBERS OF THE BOARD OF DIRECTORS ARE NOT COMPENSATED FOR SERVING ON THE BOARD OF DIRECTORS. THE HOURS WORKED FOR EACH Director is an estimate of the time spent preparing for and attending meetings of the Board of Directors and its standing committees. The Board of Directors held 4 regularly scheduled meetings in Fiscal Year 2010. The Audit and Compliance Committee held 6 regularly scheduled meetings in Fiscal Year 2010. THE BOARD ALSO RECOGNIZES THE FOLLOWING NON-VOTING EX-OFFICIO AND HONORARY MEMBERS: MEYER E. HERSCH, BEN HOROWITZ, MICHAEL B. KAPLAN, SIDNEY L. KLINE, MARK B. LEVEY, GIL N. SCHWARTZBERG, ISRAEL FREEMAN AND RICHARD ZIMAN. THESE INDIVIDUALS MAY BE CONTACTED AT 1500 EAST DUARTE ROAD, DUARTE, CA 91010. THE FOLLOWING INDIVIDUALS HAVE SPLIT THEIR TIME BETWEEN ENTITIES AS INDICATED: MICHAEL A. FRIEDMAN CITY OF HOPE 15 HOURS PER WEEK CITY OF HOPE NATIONAL MEDICAL CENTER 21 HOURS PER WEEK BECKMAN RESEARCH INSTITUTE 24 HOURS PER WEEK VIRGINIA OPIPARE CITY OF HOPE 3 HOURS PER WEEK CITY OF HOPE NATIONAL MEDICAL CENTER 43 HOURS PER WEEK BECKMAN RESEARCH INSTITUTE 14 HOURS PER WEEK ROBERT STONE CITY OF HOPE 3 HOURS PER WEEK CITY OF HOPE NATIONAL MEDICAL CENTER 43 HOURS PER WEEK BECKMAN RESEARCH INSTITUTE 14 HOURS PER WEEK DENNIS F. RUSCH CITY OF HOPE 3 HOURS PER WEEK CITY OF HOPE NATIONAL MEDICAL CENTER 43 HOURS PER WEEK BECKMAN RESEARCH INSTITUTE 14 HOURS PER WEEK
BUSINESS TRANSACTIONS WITH INTERESTED PERSONSSCHEDULE L, PART IVDALE CRANDALL IS A BOARD MEMBER OF THE CITY OF HOPE AND IS A MEMBER OF THE BOARD OF DIRECTORS OF UNION BANK OF CALIFORNIA AND UNIONBANCAL. CITY OF HOPE UTILIZES UNION BANK OF CALIFORNIA AS THEIR MAIN OPERATING ACCOUNT IN ADDITION TO VARIOUS TRUST AND CUSTODY RESPONSIBILITIES. THE TOTAL EXPENDITURES ASSOCIATED WITH BANK FEES AND TRUSTEE/CUSTODY FEES DURING 2010 TOTALED $360,605 WITH UNION BANK. CITY OF HOPE INVESTS FUNDS IN VARIOUS UNION BANK OF CALIFORNIA SHORT TERM OVERNIGHT VEHICLES THAT PROVIDE INVESTMENT INCOME. THE INVESTMENT INCOME EARNED DURING 2010 TOTALED $699,316 FROM UNION BANK. UNION BANK HAS ISSUED CITY OF HOPE A LINE OF CREDIT WITH A CONSOLIDATED CITY OF HOPE AND AFFILIATES TOTAL CREDIT LINE AVAILABLE OF $25,000,000. AS OF SEPTEMBER 30, 2010, THERE ARE NO OUTSTANDING BALANCES ON THIS LINE OF CREDIT.
SCHEDULE RPARTS II AND VIN ACCORDANCE WITH THE FORM 990, SCHEDULE R INSTRUCTIONS, THE AUXILIARY CHAPTER ORGANIZATIONS INCLUDED IN THE CITY OF HOPE GROUP RETURN EXEMPTION ARE NOT REPORTED ON PART II OF SCHEDULE R AS RELATED TAX-EXEMPT ORGANIZATIONS. HOWEVER, THE TRANSACTIONS BETWEEN CITY OF HOPE AND THE AUXILIARY CHAPTER ORGANIZATIONS ARE REPORTED IN PART V OF SCHEDULE R, ON LINE 1 AND LINE 2, TO THE EXTENT THE TRANSACTIONS EXCEED THE $50,000 REPORTING THRESHOLD. THE TRANSACTIONS ARE REPORTED AT THEIR CASH VALUE.

Schedule R IRS990ScheduleR

Form990 Schedule R Part II Form990ScheduleRPartII (2 entries)

Address Line1AddressUS/AddressLine1CityAddressUS/CityStateAddressUS/StateZIP CodeAddressUS/ZIPCodeEINEINPrimary ActivitiesPrimaryActivitiesLegal Domicile StateLegalDomicileStateExempt Code SectionExemptCodeSectionPublic Charity StatusPublicCharityStatusBusiness Name Line1DirectControllingEntityName/BusinessNameLine1
CITY OF HOPE NATIONAL MEDICAL CENTER
1500 EAST DUARTE ROADDUARTECA91010951683875HOSPITALCA501(c)(3)3NA
BECKMAN RESEARCH INSTITUTE
1450 EAST DUARTE ROADDUARTECA91010953432210RESEARCHCA501(c)(3)4NA

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
GENBASIX INC
1500 EAST DUARTE ROADDUARTECA91010911949357GENOMICSDENAC CORP.001.00000
ONCOLOGY MANAGEMENT SERVICES INC
1500 EAST DUARTE ROADDUARTECA91010330557670LEASING AGENTCACOH Med CtrC CORP000.00000
FieldValueIRS element (for citing)
Receipt Of Int Ann Rents RoyaltiesfalseReceiptOfIntAnnRentsRoyalties
Gift Grant Or Cap Contr To Other OrgtrueGiftGrantOrCapContrToOtherOrg
Gift Grant Or Cap Contr Fr Other OrgtrueGiftGrantOrCapContrFrOtherOrg
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 OrgsfalseRentalOfFacilitiesToOtherOrgs
Rental Of Facilities Fr Other OrgsfalseRentalOfFacilitiesFrOtherOrgs
Perform Of Services For Other OrgsfalsePerformOfServicesForOtherOrgs
Perform Of Services By Other OrgsfalsePerformOfServicesByOtherOrgs
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 (28 entries)

Transaction TypeTransactionTypeAmount InvolvedAmountInvolved
CITY OF HOPE NATIONAL MEDICAL CENTER
B12073155
Beckman Research Institute of City of Hope
B172628675
Apparel Industries Group (Chapter 0031)
C304159
Seattle Chapter (Chapter #0166)
C73510
Home Furn & Consumer Electr Industry (0715)
C265538
East End ChapterJeanne Kaye League (0732)
C164501
National Professional Salon Industry (0835)
C284232
Phyllis Dropkin Foundation (1007)
c54914
Music and Entertainment Industries (1050)
c3076500
Food Industries Circle Chapter (1081)
c954623
Construction Industries Alliance Ch (1082)
c538399
HardwareHome Impr Ind Council (1183)
c770060
California Food Industry Circle (1203)
c969570
California Insurance Council (1215)
c416999
Constr and RE Ind Council (1225)
c480986
National Office Products Council (1362)
c1892732
Nor Cal RE & Constr Busi All (1439)
c379833
Pac NW Food Industries Circle (1481)
c713950
LA Real EstateConstruction Council (1487)
c623542
Foodservice & Hospitality Industry (1554)
c306606
Southwest Food Industries Circle (1562)
c416885
Desert Communities Women's Council (1601)
c173333
Gems of the Desert Chapter (1631)
c82567
City of Hope National Medical Center
O9202244
Beckman Research Inst of the City of Hope
O4000000
Beckman Research Inst of the City of Hope
P2859000
Genbasix Inc
0
Oncology Management Services Inc
0