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
- Form 990
- Schedule A
- Schedule B
- Schedule C
- Schedule D
- Schedule F
- Schedule G
- Schedule I
- Schedule J
- Schedule L
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2011-08-12T12:43:07-04:00 | Timestamp |
| Tax Period End Date | 2010-09-30 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ERNST & YOUNG US LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 18111 VON KARMAN AVENUE SUITE 1000 | AddressLine1 |
| City | IRVINE | City |
| State | CA | State |
| ZIP Code | 92612 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2009-10-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 953435919 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | City of Hope | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | CITY | NameControl |
| Phone | 6269305445 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1055 Wilshire Blvd | AddressLine1 |
| City | Los Angeles | City |
| State | CA | State |
| ZIP Code | 90017 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | Michael Friedman MD | Name |
| Title | President and CEO | Title |
| Date Signed | 2011-08-15 | DateSigned |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 9497942300 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2009 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | Michael A Friedman MD | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1500 East Duarte Road | AddressLine1 |
| City | Duarte | City |
| State | CA | State |
| ZIP Code | 91010 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 377860677 | GrossReceipts |
| Group Return For Affiliates | false | GroupReturnForAffiliates |
| Group Exemption Number | 4037 | GroupExemptionNumber |
| Organization501c | X | Organization501c |
| Web Site | www.cityofhope.org | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1980 | YearFormation |
| State Legal Domicile | CA | StateLegalDomicile |
| Activity Or Mission Description | City of Hope raises money to support research and clinical care in a way that allows innovative exchange of knowledge and ideas, helping speed the time from initial ideas to new treatments. See Sch. O | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 23 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 22 | NbrIndependentVotingMembers |
| Total Nbr Employees | 198 | TotalNbrEmployees |
| Total Nbr Volunteers | 10000 | TotalNbrVolunteers |
| Total Gross UBI | -59208 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 0 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 108226742 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 100269378 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 0 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 0 | ProgramServiceRevenueCY |
| Investment Income Prior Year | -11437791 | InvestmentIncomePriorYear |
| Investment Income Current Year | 8629632 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 193395717 | OtherRevenuePriorYear |
| Other Revenue Current Year | 202241715 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 290184668 | TotalRevenuePriorYear |
| Total Revenue Current Year | 311140725 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 218205420 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 184701830 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 18811067 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 20113521 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 1855075 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 1841408 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 20055785 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 9958749 | OtherExpensePriorYear |
| Other Expenses Current Year | 11763723 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 248830311 | TotalExpensesPriorYear |
| Total Expenses Current Year | 218420482 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 41354357 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 92720243 | RevenuesLessExpensesCY |
| Total Assets BOY | 401754410 | TotalAssetsBOY |
| Total Assets EOY | 507482948 | TotalAssetsEOY |
| Total Liabilities BOY | 27279879 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 30432517 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 374474531 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 477050431 | NetAssetsOrFundBalancesEOY |
| Mission Description | SEE SCHEDULE O | MissionDescription |
| Significant New Program Services | false | SignificantNewProgramServices |
| Significant Change | false | SignificantChange |
| Expense | 184701830 | Expense |
| Grants | 184701830 | Grants |
| Description | Grants 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 2807052 | Expense |
| Description | Public 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 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expense | 187508882 | TotalProgramServiceExpense |
| Described In501 C3 | true | DescribedIn501C3 |
| Schedule B Required | true | ScheduleBRequired |
| Political Activities | false | PoliticalActivities |
| Lobbying Activities | true | LobbyingActivities |
| Donor Advised Funds | false | DonorAdvisedFunds |
| Conservation Easements | false | ConservationEasements |
| Collections Of Art | false | CollectionsOfArt |
| Credit Counseling | false | CreditCounseling |
| Term Or Permanent Endowments | true | TermOrPermanentEndowments |
| Balance Sheet Amounts Reported | true | BalanceSheetAmountsReported |
| Independent Audit Financial Stmt | false | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | true | ConsolidatedAuditFinancialStmt |
| School | false | School |
| Foreign Office | false | ForeignOffice |
| Foreign Activities | true | ForeignActivities |
| More Than5000 K To Organizations | false | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividuals |
| Professional Fundraising | true | ProfessionalFundraising |
| Fundraising Activities | true | FundraisingActivities |
| Gaming | true | Gaming |
| Hospital | false | Hospital |
| Grants To Organizations | true | GrantsToOrganizations |
| Grants To Individuals | false | GrantsToIndividuals |
| Schedule J Required | true | ScheduleJRequired |
| Tax Exempt Bonds | false | TaxExemptBonds |
| Excess Benefit Transaction | false | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | false | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | false | LoanToOfficerOrDQP |
| Grant To Related Person | false | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | false | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | false | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | true | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | true | DeductibleNonCashContributions |
| Deductible Contributions Of Art | true | DeductibleContributionsOfArt |
| Terminated | false | Terminated |
| Partial Liquidation | false | PartialLiquidation |
| Disregarded Entity | false | DisregardedEntity |
| Related Entity | true | RelatedEntity |
| Related Org Controlled Entity | true | RelatedOrgControlledEntity |
| Transfers To Exempt Non Chrtbl Org | false | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | false | ActivitiesConductedPartnership |
| Schedule O Required | true | ScheduleORequired |
| Number Forms Transmitted With1096 | 191 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 30 | NumberW2GIncluded |
| Compliance With Backup Witholding | true | ComplianceWithBackupWitholding |
| Number Of Employees | 198 | NumberOfEmployees |
| Employment Tax Returns Filed | true | EmploymentTaxReturnsFiled |
| Unrelated Business Income | true | UnrelatedBusinessIncome |
| Form990-T Filed | true | Form990-TFiled |
| Foreign Financial Account | true | ForeignFinancialAccount |
| Name Of Foreign Country | VI | NameOfForeignCountry |
| Name Of Foreign Country | CJ | NameOfForeignCountry |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTrans |
| Taxable Party Notification | false | TaxablePartyNotification |
| Non Deductible Contributions | false | NonDeductibleContributions |
| Quid Pro Quo Contributions | true | QuidProQuoContributions |
| Quid Pro Quo Disclosure | true | QuidProQuoDisclosure |
| Form8282 Property Disposed Of | true | Form8282PropertyDisposedOf |
| Number Of8282 Filed | 1 | NumberOf8282Filed |
| Funds To Pay Premiums | false | FundsToPayPremiums |
| Premiums Paid | false | PremiumsPaid |
| Nbr Voting Governing Body Members | 23 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 22 | NumberIndependentVotingMembers |
| Family Or Business Relationship | true | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | false | DelegationOfManagementDuties |
| Changes To Organizing Docs | false | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuse |
| Members Or Stockholders | true | MembersOrStockholders |
| Election Of Board Members | true | ElectionOfBoardMembers |
| Decisions Subject To Approval | true | DecisionsSubjectToApproval |
| Minutes Of Governing Body | true | MinutesOfGoverningBody |
| Minutes Of Committees | true | MinutesOfCommittees |
| Officer Mailing Address | false | OfficerMailingAddress |
| Local Chapters | true | LocalChapters |
| Policies Reference Chapters | true | PoliciesReferenceChapters |
| Form990 Provided To Governing Body | true | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | true | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | true | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | true | RegularMonitoringEnforcement |
| Whistleblower Policy | true | WhistleblowerPolicy |
| Document Retention Policy | true | DocumentRetentionPolicy |
| Compensation Process CEO | true | CompensationProcessCEO |
| Compensation Process Other | true | CompensationProcessOther |
| Investment In Joint Venture | false | InvestmentInJointVenture |
| States Where Copy Of Return Is Filed | AL | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | AK | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | AZ | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | AR | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | CA | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | CO | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | CT | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | DE | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | FL | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | GA | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | IL | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | IN | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | KS | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | KY | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | ME | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | MD | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | MA | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | MI | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | MN | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | MS | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | MO | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | NH | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | NJ | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | NM | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | NY | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | NC | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | ND | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | OH | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | OK | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | OR | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | PA | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | RI | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | SC | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | TN | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | UT | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | WA | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | WV | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | WI | StatesWhereCopyOfReturnIsFiled |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | GARY CONNERCITY OF HOPE | NamePerson |
| Telephone Number | 6269305445 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1500 E DUARTE ROAD | AddressLine1 |
| City | DUARTE | City |
| State | CA | State |
| ZIP Code | 91010 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (37 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | OfficerOfficer | Key EmployeeKeyEmployee | Highest Compensated EmployeeHighestCompensatedEmployee |
|---|---|---|---|---|---|---|---|---|
| Alexander Cappello | ||||||||
| Board Member | 2.0 | X | 0 | 0 | 0 | |||
| ANTHONY SCOTT | ||||||||
| BOARD MEMBER | 2.0 | X | 0 | 0 | 0 | |||
| Dale Crandall | ||||||||
| Board Member | 2.0 | X | 0 | 0 | 0 | |||
| Eddy W Hartenstein | ||||||||
| Board Member | 2.0 | X | 0 | 0 | 0 | |||
| Ernie So | ||||||||
| Board Member | 2.0 | X | 0 | 0 | 0 | |||
| Harry Levitt | ||||||||
| Board Member | 2.0 | X | 0 | 0 | 0 | |||
| Jacqueline Kosecoff | ||||||||
| Board Member | 2.0 | X | 0 | 0 | 0 | |||
| Jody Horowitz Marsh | ||||||||
| Board Member | 2.0 | X | 0 | 0 | 0 | |||
| John Boushy | ||||||||
| Board Member | 2.0 | X | 0 | 0 | 0 | |||
| Kathleen McNamara | ||||||||
| Board Member | 2.0 | X | 0 | 0 | 0 | |||
| LYNN BECKEMEYER | ||||||||
| BOARD MEMBER | 2.0 | X | 0 | 0 | 0 | |||
| Michael E Keane | ||||||||
| Board Member | 2.0 | X | 0 | 0 | 0 | |||
| Norman Payson | ||||||||
| Board Member | 2.0 | X | 0 | 0 | 0 | |||
| Philip Engel | ||||||||
| Chair Emeritus | 3.0 | X | 0 | 0 | 0 | |||
| Robert Cook | ||||||||
| Board Member | 2.0 | X | 0 | 0 | 0 | |||
| Robert Miller | ||||||||
| Board Member | 2.0 | X | 0 | 0 | 0 | |||
| Rodney Freeman | ||||||||
| Board Member | 2.0 | X | 0 | 0 | 0 | |||
| Ronald Silverman | ||||||||
| Board Member | 2.0 | X | 0 | 0 | 0 | |||
| SELWYN ISAKOW | ||||||||
| BOARD MEMBER | 2.0 | X | 0 | 0 | 0 | |||
| Sheri Biller | ||||||||
| Board Chair | 3.0 | X | 0 | 0 | 0 | |||
| STANLEY WASHINGTON | ||||||||
| BOARD MEMBER | 2.0 | X | 0 | 0 | 0 | |||
| Stephan Tow | ||||||||
| Board Member | 2.0 | X | 0 | 0 | 0 | |||
| Terry Peets | ||||||||
| Board Member | 2.0 | X | 0 | 0 | 0 | |||
| Thomas Madden | ||||||||
| Board Member | 2.0 | X | 0 | 0 | 0 | |||
| Dennis F Rusch | ||||||||
| CHIEF FINANCIAL OFFICER | 3.0 | 0 | 473502 | 60812 | X | |||
| Kathleen Kane | ||||||||
| EVP Dev.& Ext. Affairs | 60.0 | 634570 | 0 | 34857 | X | |||
| Michael Friedman MD | ||||||||
| President and CEO | 15.0 | 0 | 1087969 | 54558 | X | |||
| Paul Blodgett | ||||||||
| SVP Major Gifts | 60.0 | 383215 | 0 | 28743 | X | |||
| Robert Stone JD | ||||||||
| General Counsel | 3.0 | 0 | 498702 | 49794 | X | |||
| Virginia Opipare | ||||||||
| Chief Operating Off. | 3.0 | 712738 | 35406 | X | ||||
| Alan Levey | ||||||||
| SVP Strategic Planning | 60.0 | 313760 | 0 | 51825 | X | |||
| Brenda Maceo | ||||||||
| SVP Communications | 60.0 | 335232 | 0 | 20895 | X | |||
| AMY GOLDMAN | ||||||||
| VP GIFT PLANNING | 60.0 | 234616 | 0 | 25642 | X | |||
| DAVID CARTER | ||||||||
| VP FINANCE & ADMINISTRATION | 60.0 | 277869 | 0 | 24309 | X | |||
| SCOTT LOYOLA | ||||||||
| ASSOCIATE V.P. | 60.0 | 186176 | 0 | 35809 | X | |||
| Steven G Martin | ||||||||
| AVP Communications | 60.0 | 194919 | 0 | 6628 | X | |||
| TANYA MINK | ||||||||
| VP Foundations Relations | 60.0 | 254688 | 0 | 18390 | X | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 2815045 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 2772911 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 447668 | TotalOtherCompensation |
| Number Individuals GT100 K | 31 | NumberIndividualsGT100K |
| Formers Listed | false | FormersListed |
| Total Comp GT150 K | true | TotalCompGT150K |
| Compensation From Other Sources | false | CompensationFromOtherSources |
Contractor Compensation ContractorCompensation (5 entries)
| Address Line1AddressOfContractor/AddressUS/AddressLine1 | CityAddressOfContractor/AddressUS/City | StateAddressOfContractor/AddressUS/State | ZIP CodeAddressOfContractor/AddressUS/ZIPCode | Description Of ServicesDescriptionOfServices | CompensationCompensation |
|---|---|---|---|---|---|
| Merkle Inc | |||||
| PO Box 64897 | BALTIMORE | MD | 212644897 | DIRECT MAIL | 1468480 |
| Jamison Services Inc | |||||
| 1055 Wilshire Blvd | LOS ANGELES | CA | 90017 | R/E Investment/Mgmt | 1231005 |
| Moore Companies | |||||
| 2001 Dabney Road | RICHMOND | VA | 232303345 | Consulting Services | 624913 |
| Blackbaud | |||||
| 2000 Daniel Island Drive | CHARLESTON | SC | 29492 | IT Consulting | 762603 |
| The Phelps Group | |||||
| 901 Wilshire Blvd | SANTA MONICA | CA | 90401 | Advertising/PR | 343102 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 8 | NumberOfContractorsGT100K |
| Fundraising Events | 1774274 | FundraisingEvents |
| Related Organizations | 13806931 | RelatedOrganizations |
| All Other Contributions | 84688173 | AllOtherContributions |
| Noncash Contributions | 15115620 | NoncashContributions |
| Total Contributions | 100269378 | TotalContributions |
| Total Program Service Revenue | 0 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 5343673 | TotalRevenueColumn |
| Exclusion | $5,343,673 | ExclusionAmount |
Income From Invest Bond Proceeds IncomeFromInvestBondProceeds
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Royalties Revenue RoyaltiesRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 201000246 | TotalRevenueColumn |
| Exclusion | $201,000,246 | ExclusionAmount |
Gross Rents GrossRents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 135764 | Real |
Less Rental Expenses LessRentalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 2951 | Real |
Rental Income Or Loss RentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 132813 | Real |
Net Rental Income Or Loss NetRentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 132813 | TotalRevenueColumn |
| Exclusion | $132,813 | ExclusionAmount |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 66494931 | Securities |
| Other | 3034045 | Other |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 63234674 | Securities |
| Other | 3008343 | Other |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 3260257 | Securities |
| Other | 25702 | Other |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 3285959 | TotalRevenueColumn |
| Exclusion | $3,285,959 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Income Fundraising Events | 866929 | GrossIncomeFundraisingEvents |
| Cntrbtns Rprtd Fundraising Events | 1774274 | CntrbtnsRprtdFundraisingEvents |
| Fundraising Direct Expenses | 450218 | FundraisingDirectExpenses |
Net Income From Fundraising Events NetIncomeFromFundraisingEvents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 416711 | TotalRevenueColumn |
| Exclusion | $416,711 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Income Gaming | 384385 | GrossIncomeGaming |
| Gaming Direct Expenses | 23766 | GamingDirectExpenses |
Net Income From Gaming NetIncomeFromGaming
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 360619 | TotalRevenueColumn |
| Exclusion | $360,619 | ExclusionAmount |
Net Income Or Loss NetIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Other Revenue Misc OtherRevenueMisc (2 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Unrelated Business RevenueUnrelatedBusinessRevenue | ExclusionExclusionAmount |
|---|---|---|---|---|
| UNRELATED BUSINESS INCOME | 900099 | -59208 | -59208 | |
| MISCELLANEOUS INCOME | 525990 | 390534 | $390,534 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 331326 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 311140725 | TotalRevenueColumn |
| Unrelated Business Revenue | -59208 | UnrelatedBusinessRevenue |
| Exclusion | $210,930,555 | ExclusionAmount |
Grants To Domestic Orgs GrantsToDomesticOrgs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 184701830 | Total |
| Program Services | 184701830 | ProgramServices |
Grants To Domestic Individuals GrantsToDomesticIndividuals
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Foreign Grants ForeignGrants
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Benefits To Members BenefitsToMembers
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2367659 | Total |
| Program Services | 350345 | ProgramServices |
| Management And General | 969230 | ManagementAndGeneral |
| Fundraising | 1048084 | Fundraising |
Comp Disqual Persons CompDisqualPersons
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 14201003 | Total |
| Program Services | 1375894 | ProgramServices |
| Management And General | 4156621 | ManagementAndGeneral |
| Fundraising | 8668488 | Fundraising |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 674838 | Total |
| Program Services | 55699 | ProgramServices |
| Management And General | 244322 | ManagementAndGeneral |
| Fundraising | 374817 | Fundraising |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1754668 | Total |
| Program Services | 182079 | ProgramServices |
| Management And General | 494601 | ManagementAndGeneral |
| Fundraising | 1077988 | Fundraising |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1115353 | Total |
| Program Services | 116448 | ProgramServices |
| Management And General | 336153 | ManagementAndGeneral |
| Fundraising | 662752 | Fundraising |
Fees For Services Management FeesForServicesManagement
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 589794 | Total |
| Program Services | 0 | ProgramServices |
| Management And General | 589794 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 37364 | Total |
| Program Services | 0 | ProgramServices |
| Management And General | 37364 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Fees For Services Lobbying FeesForServicesLobbying
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1841408 | Total |
| Fundraising | 1841408 | Fundraising |
Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 757973 | Total |
| Program Services | 0 | ProgramServices |
| Management And General | 757973 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 3315031 | Total |
| Program Services | 220066 | ProgramServices |
| Management And General | 1155080 | ManagementAndGeneral |
| Fundraising | 1939885 | Fundraising |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 3191909 | Total |
| Program Services | 196908 | ProgramServices |
| Management And General | 708029 | ManagementAndGeneral |
| Fundraising | 2286972 | Fundraising |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 391570 | Total |
| Program Services | 0 | ProgramServices |
| Management And General | 391570 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Royalties Royalties
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1617210 | Total |
| Program Services | 188912 | ProgramServices |
| Management And General | 403637 | ManagementAndGeneral |
| Fundraising | 1024661 | Fundraising |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 610675 | Total |
| Program Services | 47274 | ProgramServices |
| Management And General | 125112 | ManagementAndGeneral |
| Fundraising | 438289 | Fundraising |
Travel Entrtnmnt Public Officials TravelEntrtnmntPublicOfficials
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 311039 | Total |
| Program Services | 16278 | ProgramServices |
| Management And General | 97538 | ManagementAndGeneral |
| Fundraising | 197223 | Fundraising |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 35912 | Total |
| Program Services | 0 | ProgramServices |
| Management And General | 35912 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Payments To Affiliates PaymentsToAffiliates
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 253682 | Total |
| Program Services | 28625 | ProgramServices |
| Management And General | 58760 | ManagementAndGeneral |
| Fundraising | 166297 | Fundraising |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Other Expenses OtherExpenses (4 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral | FundraisingFundraising |
|---|---|---|---|---|
| PATENT | 100000 | 0 | 100000 | 0 |
| DUES AND SUBSCRIPTION | 132479 | 6872 | 54400 | 71207 |
| TAX AND LICENSES | 67228 | 5262 | 20679 | 41287 |
| OTHER | 351857 | 16390 | 119040 | 216427 |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 218420482 | Total |
| Program Services | 187508882 | ProgramServices |
| Management And General | 10855815 | ManagementAndGeneral |
| Fundraising | 20055785 | Fundraising |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Joint Costs | X | JointCosts |
Total Joint Costs TotalJointCosts
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 16636256 | Total |
| Program Services | 2807051 | ProgramServices |
| Management And General | 3418587 | ManagementAndGeneral |
| Fundraising | 10410618 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 15067607 | BOY |
| EOY | 5319459 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 91252329 | BOY |
| EOY | 155640375 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 42585465 | BOY |
| EOY | 52569281 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 9549926 | BOY |
| EOY | 13494666 | EOY |
Other Notes Loans Receivable Net OtherNotesLoansReceivableNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 497011 | BOY |
| EOY | 413072 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 338439 | BOY |
| EOY | 864632 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 23581195 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 12318820 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 5707620 | BOY |
| EOY | 11262375 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 201462943 | BOY |
| EOY | 160354383 | EOY |
Investments Other Securities InvestmentsOtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 16479603 | BOY |
| EOY | 90656211 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 18813467 | BOY |
| EOY | 16908494 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 401754410 | BOY |
| EOY | 507482948 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3807770 | BOY |
| EOY | 4532767 | EOY |
Deferred Revenue DeferredRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1367461 | BOY |
| EOY | 454549 | EOY |
Mort Notes Pybl Secured Invest Prop MortNotesPyblSecuredInvestProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 385225 | BOY |
| EOY | 289137 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 21719423 | BOY |
| EOY | 25156064 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 27279879 | BOY |
| EOY | 30432517 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 181375017 | BOY |
| EOY | 263187818 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 114646495 | BOY |
| EOY | 108289377 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 78453019 | BOY |
| EOY | 105573236 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 374474531 | BOY |
| EOY | 477050431 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 401754410 | BOY |
| EOY | 507482948 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | false | AccountantCompileOrReview |
| FS Audited | true | FSAudited |
| Audit Committee | true | AuditCommittee |
| Financial Statement Consolidated | X | FinancialStatementConsolidated |
| Federal Grant Audit Required | false | FederalGrantAuditRequired |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org170b1 Avi | X | PubliclySupportedOrg170b1Avi |
Gifts Grants Contrib Received170 GiftsGrantsContribReceived170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 124808597 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 116227798 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 96979740 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 108226742 | CurrentTaxYearMinus1Year |
| Current Tax Year | 100269378 | CurrentTaxYear |
| Total | 546512255 | Total |
Total170 Total170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 124808597 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 116227798 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 96979740 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 108226742 | CurrentTaxYearMinus1Year |
| Current Tax Year | 100269378 | CurrentTaxYear |
| Total | 546512255 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Amounts Subst Contributors Total | 11651535 | AmountsSubstContributorsTotal |
| Public Support Total170 | 534860720 | PublicSupportTotal170 |
Gross Investment Income170 GrossInvestmentIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 102648494 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 123646881 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 175305017 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 197809417 | CurrentTaxYearMinus1Year |
| Current Tax Year | 206479683 | CurrentTaxYear |
| Total | 805889492 | Total |
Net UBI NetUBI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 734238 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 0 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 102267 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 0 | CurrentTaxYearMinus1Year |
| Current Tax Year | 718122 | CurrentTaxYear |
| Total | 1554627 | Total |
Other Income170 OtherIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 464755 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 324163 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 205394 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 215105 | CurrentTaxYearMinus1Year |
| Current Tax Year | 390534 | CurrentTaxYear |
| Total | 1599951 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | 1355556325 | TotalSupport |
| Public Support Pertcentage170 | 0.39457 | PublicSupportPertcentage170 |
| Public Support Pertcent Prior Year | 0.43576 | PublicSupportPertcentPriorYear |
| Thirty Three Percnt Tests CY170 | X | ThirtyThreePercntTestsCY170 |
| General Explanation | Certain 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | RESTRICTED | ContributorNumber |
Contributor Name Business ContributorNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor Address US ContributorAddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Aggregate Contributions | RESTRICTED | AggregateContributions |
Schedule C IRS990ScheduleC
| Field | Value | IRS element (for citing) |
|---|---|---|
| Org Belongs To Affiliated Group | X | OrgBelongsToAffiliatedGroup |
| Total Grassroots Lobbying | TotalGrassrootsLobbying |
Total Direct Lobbying TotalDirectLobbying
| Field | Value | IRS element (for citing) |
|---|---|---|
| Affiliated Group Totals | 543709 | AffiliatedGroupTotals |
Total Lobbying Expenditures TotalLobbyingExpenditures
| Field | Value | IRS element (for citing) |
|---|---|---|
| Affiliated Group Totals | 543709 | AffiliatedGroupTotals |
Other Exempt Purpose Expenditures OtherExemptPurposeExpenditures
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 218420482 | FilingOrganizationsTotals |
| Affiliated Group Totals | 978414011 | AffiliatedGroupTotals |
Total Exempt Purpose Expenditures TotalExemptPurposeExpenditures
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 218420482 | FilingOrganizationsTotals |
| Affiliated Group Totals | 978957720 | AffiliatedGroupTotals |
Lobbying Nontaxable LobbyingNontaxableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 1000000 | FilingOrganizationsTotals |
| Affiliated Group Totals | 1000000 | AffiliatedGroupTotals |
Grassroots Nontaxable GrassrootsNontaxableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 250000 | FilingOrganizationsTotals |
| Affiliated Group Totals | 250000 | AffiliatedGroupTotals |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Lobbying Grassroot Minus Non Tx | TotLobbyingGrassrootMinusNonTx | |
| Tot Lobby Expend Mns Lobbying Nontx | TotLobbyExpendMnsLobbyingNontx |
Lobbying Nontaxable Amount2 LobbyingNontaxableAmount2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | 1000000 | CurrentYearMinus3 |
| Current Year Minus2 | 1000000 | CurrentYearMinus2 |
| Current Year Minus1 | 1000000 | CurrentYearMinus1 |
| Current Year | 1000000 | CurrentYear |
| Total | 4000000 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Lobbying Ceiling | $6,000,000 | LobbyingCeilingAmount |
Total Lobbying Expenditures2 TotalLobbyingExpenditures2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | 261871 | CurrentYearMinus3 |
| Current Year Minus2 | 420753 | CurrentYearMinus2 |
| Current Year Minus1 | 546691 | CurrentYearMinus1 |
| Current Year | 543709 | CurrentYear |
| Total | 1773024 | Total |
Grassroots Nontaxable Amount2 GrassrootsNontaxableAmount2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | 250000 | CurrentYearMinus3 |
| Current Year Minus2 | 250000 | CurrentYearMinus2 |
| Current Year Minus1 | 250000 | CurrentYearMinus1 |
| Current Year | 250000 | CurrentYear |
| Total | 1000000 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grassroots Ceiling | $1,500,000 | GrassrootsCeilingAmount |
Grassroots Lobbying Expenditures GrassrootsLobbyingExpenditures
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | 0 | CurrentYearMinus3 |
| Current Year Minus2 | 0 | CurrentYearMinus2 |
| Current Year Minus1 | 0 | CurrentYearMinus1 |
| Current Year | 0 | CurrentYear |
| Total | 0 | Total |
Form990 Schedule C Part IV Form990ScheduleCPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | LOBBYING ADDITIONAL DISCLOSURE | Identifier |
| Return Reference | SCHEDULE C, PART II-A | ReturnReference |
| Explanation | Although this question was answered yes, City of Hope HAS NOT MADE THE 501(H) ELECTION AND does not have any direct lobbying expenditures in fiscal year 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 = NONE | Explanation |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Art Public Exhibition Amts | ArtPublicExhibitionAmts | |
| Held Works Of Art Amts | HeldWorksOfArtAmts |
Current Year CurrentYear
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 103205855 | BeginningOfYearBalance |
| Contributions | 19844392 | Contributions |
| Investment Earnings Or Losses | 11665104 | InvestmentEarningsOrLosses |
| Other Expenditures | 3372395 | OtherExpenditures |
| Administrative Expenses | 105524 | AdministrativeExpenses |
| End Of Year Balance | 131237432 | EndOfYearBalance |
Current Year Minus1 Year CurrentYearMinus1Year
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 76759130 | BeginningOfYearBalance |
| Contributions | 18446111 | Contributions |
| Investment Earnings Or Losses | 10144727 | InvestmentEarningsOrLosses |
| Other Expenditures | 2144113 | OtherExpenditures |
| End Of Year Balance | 103205855 | EndOfYearBalance |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated EOY Balance | 0.31900 | BoardDesignatedEOYBalance |
| Permanent Endowment EOY Balance | 0.68100 | PermanentEndowmentEOYBalance |
| Term Endowment EOY Balance | 0.00000 | TermEndowmentEOYBalance |
| Endowments Held By Unrelated Orgs | false | EndowmentsHeldByUnrelatedOrgs |
| Endowments Held By Related Orgs | false | EndowmentsHeldByRelatedOrgs |
Land Land
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | 3605899 | InvestmentCostOrOtherBasis |
| Other Cost Or Other Basis | 2563524 | OtherCostOrOtherBasis |
| Book Value | 6169423 | BookValue |
Buildings Buildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | 0 | InvestmentCostOrOtherBasis |
| Book Value | 0 | BookValue |
Leasehold Improvements LeaseholdImprovements
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 2074240 | OtherCostOrOtherBasis |
| Depreciation | 1285526 | Depreciation |
| Book Value | 788714 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 15337531 | OtherCostOrOtherBasis |
| Depreciation | 11033293 | Depreciation |
| Book Value | 4304238 | BookValue |
Other Land Buildings OtherLandBuildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | 0 | InvestmentCostOrOtherBasis |
| Book Value | 0 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 11262375 | TotalOfBookValueLandBuildings |
| Financial Derivatives | FinancialDerivatives | |
| Closely Held Equity Interests | CloselyHeldEquityInterests |
Other Securities OtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | ALTERNATIVE INVESTMENTS | Description |
| Book Value | 90656211 | BookValue |
| Method Of Valuation | F | MethodOfValuation |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Securities | 90656211 | TotalOfBookValueSecurities |
| Federal Income Tax Liability | 0 | FederalIncomeTaxLiability |
Other Liabilities OtherLiabilities (3 entries)
| DescriptionDescription | AmountAmount |
|---|---|
| ANNUITANT OBLIGATIONS | $19,222,851 |
| DUE TO AFFILIATES | $5,523,011 |
| OTHER LIABILITIES | $410,202 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 25156064 | TotalOfAmounts |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV (2 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| ENDOWMENT FUNDS | SCHEDULE D, PART V | CITY OF HOPE'S ENDOWMENT FUNDS ARE AVAILABLE TO FUND FUTURE RESEARCH, CAPITAL AND EXPANSION NEEDS AS DETERMINED BY MANAGEMENT AND THE BOARD OF DIRECTORS. |
| FASB ASC 740 Disclosure | Schedule D, Part X, Line 2 | 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 tax liability for tax benefits, interest or penalties accrued at September 30, 2010 and 2009. |
Schedule F IRS990ScheduleF
Accts Actvs Out US Table AcctsActvsOutUSTable
| Field | Value | IRS element (for citing) |
|---|---|---|
| Region | Central America and the Caribbean | Region |
| Number Of Offices | 0 | NumberOfOffices |
| Number Of Employees | 0 | NumberOfEmployees |
| Type Of Activities Conducted | Investments | TypeOfActivitiesConducted |
| Total Expenditures | 0 | TotalExpenditures |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Number Of Offices | 0 | TotalNumberOfOffices |
| Total Number Of Employees | 0 | TotalNumberOfEmployees |
| Total Amount Spent | 0 | TotalAmountSpent |
Form990 Schedule F Part IV Form990ScheduleFPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | CONTRIBUTIONS FROM OUTSIDE USA | Identifier |
| Return Reference | SCHEDULE F, PART I, LINE 3 | ReturnReference |
| Explanation | CITY 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Mail Solicitations | X | MailSolicitations |
| Email Solicitations | X | EmailSolicitations |
| Phone Solicitations | X | PhoneSolicitations |
| In Person Solicitations | X | InPersonSolicitations |
| Solicitation Of Non Govt Grants | X | SolicitationOfNonGovtGrants |
| Special Fundraising Events | X | SpecialFundraisingEvents |
| Agreement Ref Fundraising | true | AgreementRefFundraising |
Fundraiser Activity Information FundraiserActivityInformation (2 entries)
| Name Of IndividualNameOfIndividual | ActivityActivity | Fundraiser Control Of FundsFundraiserControlOfFunds | Gross ReceiptsGrossReceipts | Amount Retained By ContractorAmountRetainedByContractor | Net To OrganizationNetToOrganization |
|---|---|---|---|---|---|
| Black Mountain Inc | Direct Mail Analysis | false | 220000 | 39859 | 180141 |
| The Domain Group | Direct Mail Analysis | false | 4597040 | 1799283 | 2797757 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Gross Receipts | 4817040 | TotalGrossReceipts |
| Total Retained By Contractors | 1839142 | TotalRetainedByContractors |
| Total Net To Organization | 2977898 | TotalNetToOrganization |
| Licensed States | AL | LicensedStates |
| Licensed States | AK | LicensedStates |
| Licensed States | AZ | LicensedStates |
| Licensed States | AR | LicensedStates |
| Licensed States | CA | LicensedStates |
| Licensed States | CO | LicensedStates |
| Licensed States | CT | LicensedStates |
| Licensed States | DE | LicensedStates |
| Licensed States | DC | LicensedStates |
| Licensed States | FL | LicensedStates |
| Licensed States | GA | LicensedStates |
| Licensed States | HI | LicensedStates |
| Licensed States | ID | LicensedStates |
| Licensed States | IL | LicensedStates |
| Licensed States | IN | LicensedStates |
| Licensed States | IA | LicensedStates |
| Licensed States | KS | LicensedStates |
| Licensed States | KY | LicensedStates |
| Licensed States | LA | LicensedStates |
| Licensed States | ME | LicensedStates |
| Licensed States | MD | LicensedStates |
| Licensed States | MA | LicensedStates |
| Licensed States | MI | LicensedStates |
| Licensed States | MN | LicensedStates |
| Licensed States | MS | LicensedStates |
| Licensed States | MO | LicensedStates |
| Licensed States | MT | LicensedStates |
| Licensed States | NE | LicensedStates |
| Licensed States | NV | LicensedStates |
| Licensed States | NH | LicensedStates |
| Licensed States | NJ | LicensedStates |
| Licensed States | NM | LicensedStates |
| Licensed States | NY | LicensedStates |
| Licensed States | NC | LicensedStates |
| Licensed States | ND | LicensedStates |
| Licensed States | OH | LicensedStates |
| Licensed States | OK | LicensedStates |
| Licensed States | OR | LicensedStates |
| Licensed States | PA | LicensedStates |
| Licensed States | RI | LicensedStates |
| Licensed States | SC | LicensedStates |
| Licensed States | SD | LicensedStates |
| Licensed States | TN | LicensedStates |
| Licensed States | TX | LicensedStates |
| Licensed States | UT | LicensedStates |
| Licensed States | VT | LicensedStates |
| Licensed States | VA | LicensedStates |
| Licensed States | WA | LicensedStates |
| Licensed States | WV | LicensedStates |
| Licensed States | WI | LicensedStates |
| Licensed States | WY | LicensedStates |
Events Information EventsInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Event1 | Golf Event | NameOfEvent1 |
| Gross Receipts Event1 | 651000 | GrossReceiptsEvent1 |
| Charitable Contributions Event1 | 541630 | CharitableContributionsEvent1 |
| Gross Revenue Event1 | 109370 | GrossRevenueEvent1 |
| Rent Facility Costs Event1 | 187175 | RentFacilityCostsEvent1 |
| Other Direct Expenses Event1 | 3224 | OtherDirectExpensesEvent1 |
| Name Of Event2 | Golf Event | NameOfEvent2 |
| Gross Receipts Event2 | 551000 | GrossReceiptsEvent2 |
| Charitable Contributions Event2 | 457865 | CharitableContributionsEvent2 |
| Gross Revenue Event2 | 93135 | GrossRevenueEvent2 |
| Rent Facility Costs Event2 | 155938 | RentFacilityCostsEvent2 |
| Other Direct Expenses Event2 | 16278 | OtherDirectExpensesEvent2 |
| Total Number Of Other Events | 27 | TotalNumberOfOtherEvents |
| Gross Receipts Other Events | 1422583 | GrossReceiptsOtherEvents |
| Charitable Contrib Other Events | 763700 | CharitableContribOtherEvents |
| Gross Revenue Other Events | 658883 | GrossRevenueOtherEvents |
| Rent Facility Costs Other Events | 70164 | RentFacilityCostsOtherEvents |
| Other Direct Expenses Other Events | 16663 | OtherDirectExpensesOtherEvents |
| Gross Receipts Total | 2624583 | GrossReceiptsTotal |
| Charitable Contributions Total | 1763195 | CharitableContributionsTotal |
| Gross Revenue Total Events | 861388 | GrossRevenueTotalEvents |
| Rent Facility Costs Total Events | 413277 | RentFacilityCostsTotalEvents |
| Other Direct Expenses Total Events | 36165 | OtherDirectExpensesTotalEvents |
| Direct Expense Summary Events | 449442 | DirectExpenseSummaryEvents |
| Net Income Summary | 411946 | NetIncomeSummary |
Gaming Information GamingInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Revenue Other Gaming | 384385 | GrossRevenueOtherGaming |
| Cash Prizes Other Gaming | 7500 | CashPrizesOtherGaming |
| Other Direct Expenses Other Gaming | 16266 | OtherDirectExpensesOtherGaming |
| Volunteer Labor Other Gaming | true | VolunteerLaborOtherGaming |
| Volunteer Labor Prcnt Other Gaming | 1.00000 | VolunteerLaborPrcntOtherGaming |
| Gross Revenue Total Gaming | 384385 | GrossRevenueTotalGaming |
| Cash Prizes Total Gaming | 7500 | CashPrizesTotalGaming |
| Other Direct Expenses Total Gaming | 16266 | OtherDirectExpensesTotalGaming |
| Direct Expense Summary Gaming | 23766 | DirectExpenseSummaryGaming |
| Net Gaming Income Summary | 360619 | NetGamingIncomeSummary |
| Field | Value | IRS element (for citing) |
|---|---|---|
| States Where Gaming Conducted | AZ | StatesWhereGamingConducted |
| States Where Gaming Conducted | CA | StatesWhereGamingConducted |
| States Where Gaming Conducted | FL | StatesWhereGamingConducted |
| States Where Gaming Conducted | IL | StatesWhereGamingConducted |
| States Where Gaming Conducted | PA | StatesWhereGamingConducted |
| States Where Gaming Conducted | WA | StatesWhereGamingConducted |
| Licensed | false | Licensed |
| Explanation If No | THE 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 Etc | false | LicenseSuspendedEtc |
| Gaming With Nonmembers | true | GamingWithNonmembers |
| Member Of Other Entity | false | MemberOfOtherEntity |
| Percentage Of Gaming Othr Facility | 1.00000 | PercentageOfGamingOthrFacility |
| Name Of Gaming Rec Keeper Person | GARY CONNER | NameOfGamingRecKeeperPerson |
Address Of Gaming Rec Keeper US AddressOfGamingRecKeeperUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1500 EAST DUARTE ROAD | AddressLine1 |
| City | DUARTE | City |
| State | CA | State |
| ZIP Code | 91010 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contract With3rd Party For Gam Rev | false | ContractWith3rdPartyForGamRev |
| Gaming Manager Name Person | Kathleen Kane EVP Development and | GamingManagerNamePerson |
| Gaming Manager Compensation | 0 | GamingManagerCompensation |
| Gaming Manager Services Provided | Exec. Dir. Fundraising and External Affairs | GamingManagerServicesProvided |
| Gaming Manager Is Director Officer | X | GamingManagerIsDirectorOfficer |
| Gaming Manager Is Employee | X | GamingManagerIsEmployee |
| Charitable Distrib Required | true | CharitableDistribRequired |
| Amount Distributed | 345947 | AmountDistributed |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Records Maintained | true | RecordsMaintained |
Recipient Table RecipientTable (2 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EIN Of RecipientEINOfRecipient | IRC SectionIRCSection | Amount Of Cash GrantAmountOfCashGrant | Amount Of Non Cash AssistanceAmountOfNonCashAssistance | Method Of ValuationMethodOfValuation | Description Of Non Cash AssistanceDescriptionOfNonCashAssistance | Purpose Of GrantPurposeOfGrant |
|---|---|---|---|---|---|---|---|---|---|---|
| City of Hope National Medical Center | ||||||||||
| 1500 E Duarte Road | Duarte | CA | 91010 | 951683875 | 501(C)(3) | 12073155 | 0 | N/A | N/A | SUPPORT-SEE PT IV |
| Beckman Research Institute of the City of Hope | ||||||||||
| 1450 E Duarte Road | Duarte | CA | 91010 | 953432210 | 501(C)(3) | 172628675 | 0 | N/A | N/A | SUPPORT-SEE PT IV |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Nbr Of501 C3 And Govt Grants | 2 | TotalNbrOf501C3AndGovtGrants |
Form990 Schedule I Part IV Form990ScheduleIPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | Grant Assistance | Identifier |
| Return Reference | Schedule I Part I and II | ReturnReference |
| Explanation | City 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Club Dues Or Fees | X | ClubDuesOrFees |
| Written Policy Re T And E Expenses | true | WrittenPolicyReTAndEExpenses |
| Substantiation Required | true | SubstantiationRequired |
| Compensation Committee | X | CompensationCommittee |
| Independent Consultant | X | IndependentConsultant |
| Form990 Of Other Organizations | X | Form990OfOtherOrganizations |
| Written Employment Contract | X | WrittenEmploymentContract |
| Compensation Survey | X | CompensationSurvey |
| Board Or Committee Approval | X | BoardOrCommitteeApproval |
| Severance Payment | false | SeverancePayment |
| Supplemental Nonqual Retire Plan | true | SupplementalNonqualRetirePlan |
| Equity Based Comp Arrangement | false | EquityBasedCompArrangement |
| Comp Based On Revenue Of Filing Org | false | CompBasedOnRevenueOfFilingOrg |
| Comp Based On Revenue Related Orgs | false | CompBasedOnRevenueRelatedOrgs |
| Comp Based Net Earnings Filing Org | false | CompBasedNetEarningsFilingOrg |
| Comp Based Net Earnings Relate Orgs | false | CompBasedNetEarningsRelateOrgs |
| Any Non Fixed Payments | true | AnyNonFixedPayments |
| Initial Contract Exception | false | InitialContractException |
Form990 Schedule J Part II Form990ScheduleJPartII (13 entries)
| Base Compensation Filing OrgBaseCompensationFilingOrg | Comp Based On Related OrgsCompBasedOnRelatedOrgs | Bonus Filing OrgBonusFilingOrg | Bonus Related OrgsBonusRelatedOrgs | Other Compensation Filing OrgOtherCompensationFilingOrg | Other Compensation Related OrgsOtherCompensationRelatedOrgs | Deferred Comp Filing OrgDeferredCompFilingOrg | Deferred Comp Related OrgsDeferredCompRelatedOrgs | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrg | Nontaxable Benefits Related OrgsNontaxableBenefitsRelatedOrgs | Total Compensation Filing OrgTotalCompensationFilingOrg | Total Compensation Related OrgsTotalCompensationRelatedOrgs | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrg | Comp Report Prior990 Related OrgsCompReportPrior990RelatedOrgs |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Alan Levey | |||||||||||||
| 262724 | 0 | 20869 | 0 | 30167 | 0 | 19978 | 0 | 31847 | 0 | 365585 | 0 | 0 | 0 |
| AMY GOLDMAN | |||||||||||||
| 206065 | 0 | 9706 | 0 | 18845 | 0 | 16844 | 0 | 8798 | 0 | 260258 | 0 | 0 | 0 |
| Brenda Maceo | |||||||||||||
| 255477 | 0 | 44668 | 0 | 35087 | 0 | 7564 | 0 | 13331 | 0 | 356127 | 0 | 0 | 0 |
| DAVID CARTER | |||||||||||||
| 195932 | 0 | 18475 | 0 | 63462 | 0 | 6170 | 0 | 18139 | 0 | 302178 | 0 | 30410 | 0 |
| Dennis F Rusch | |||||||||||||
| 0 | 382280 | 0 | 61988 | 0 | 29234 | 0 | 35126 | 0 | 25686 | 0 | 534314 | 0 | 0 |
| Kathleen Kane | |||||||||||||
| 465257 | 0 | 110977 | 0 | 58336 | 0 | 13896 | 0 | 20961 | 0 | 669427 | 0 | 0 | 0 |
| Michael Friedman MD | |||||||||||||
| 0 | 683397 | 0 | 191866 | 0 | 212706 | 0 | 20103 | 0 | 34455 | 0 | 1142527 | 0 | 0 |
| Paul Blodgett | |||||||||||||
| 293735 | 0 | 31218 | 0 | 58262 | 0 | 7565 | 0 | 21178 | 0 | 411958 | 0 | 0 | 0 |
| Robert Stone JD | |||||||||||||
| 0 | 380313 | 0 | 86373 | 0 | 32016 | 0 | 20103 | 0 | 29691 | 0 | 548496 | 0 | 0 |
| SCOTT LOYOLA | |||||||||||||
| 171250 | 0 | 9203 | 0 | 5723 | 0 | 13298 | 0 | 22511 | 0 | 221985 | 0 | 0 | 0 |
| Steven G Martin | |||||||||||||
| 184368 | 0 | 8925 | 0 | 1626 | 0 | 5266 | 0 | 1362 | 0 | 201547 | 0 | 0 | 0 |
| TANYA MINK | |||||||||||||
| 191884 | 0 | 22987 | 0 | 39817 | 0 | 5865 | 0 | 12525 | 0 | 273078 | 0 | 0 | 0 |
| Virginia Opipare | |||||||||||||
| 446171 | 100888 | 165679 | 0 | 7614 | 0 | 27792 | 0 | 748144 | 0 | 93145 | |||
Form990 Schedule J Part III Form990ScheduleJPartIII (3 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| QUESTIONS REGARDING COMPENSATION | SCHEDULE J PART I | Line 1a KATHLEEN KANE AND PAUL BLODGETT ARE PROVIDED WITH SOCIAL CLUB MEMBERSHIPS FOR WHICH THEY MUST SUBMIT DETAILED BUSINESS RECEIPTS INDICATING THE BUSINESS PURPOSES ASSOCIATED WITH SERVICES AND THEIR PERSONAL USE PORTION ASSOCIATED WITH SERVICES. THEY ARE 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)PLAN | SCHEDULE J PART I LINE 4B | CITY OF HOPE HAS AN EXECUTIVE SUPPLEMENTAL ACCUMULATION PLAN THAT IS A NON-QUALIFIED SECTION 457(F) PLAN. THE PLAN WAS 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 PAYMENTS | SCHEDULE J PART I LINE 7 | CITY OF HOPE EXECUTIVES AND SOME KEY EMPLOYEES ARE ELIGIBLE TO RECEIVE INCENTIVE COMPENSATION TIED TO FIVE (5) KEY INDICATORS. THE KEY INDICATORS ARE BOTH FINANCIAL AND NON-FINANCIAL, AND THE POTENTIAL BONUS COMPENSATION IS BASED ON A WEIGHTED AVERAGE AMONG ALL indicators and is paid as a percentage of each individual participant's base compensation. Based upon an individual's goals and performance during the year, the potential payout for any participant can be modified up or down 20%. The incentive compensation paid during this tax year has been reported in Schedule J, Column B(ii). |
Schedule L IRS990ScheduleL
Form990 Schedule L Part IV Form990ScheduleLPartIV
Name Of Interested Person NameOfInterestedPerson
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | Dale Crandall UNION BANK OF CALIF | NamePerson |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Relationship | SEE SCHEDULE O | Relationship |
| Amount Of Transaction | 1059921 | AmountOfTransaction |
| Description Of Transaction | SEE SCHEDULE O | DescriptionOfTransaction |
| Sharing Of Revenues | false | SharingOfRevenues |
Schedule M IRS990ScheduleM
Works Of Art WorksOfArt
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 4 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 429625 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | Appraisal | MethodOfDeterminingRevenues |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Art Historical Treasures | ArtHistoricalTreasures | |
| Art Fractional Interest | ArtFractionalInterest | |
| Books And Publications | BooksAndPublications | |
| Clothing And Household Goods | ClothingAndHouseholdGoods | |
| Cars And Other Vehicles | CarsAndOtherVehicles | |
| Boats And Planes | BoatsAndPlanes | |
| Intellectual Property | IntellectualProperty |
Securities Publicly Traded SecuritiesPubliclyTraded
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 122 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 11552745 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | Market Value | MethodOfDeterminingRevenues |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities Closely Held Stock | SecuritiesCloselyHeldStock | |
| Securities Prtnrshp Trust Intrsts | SecuritiesPrtnrshpTrustIntrsts | |
| Securities Miscellaneous | SecuritiesMiscellaneous | |
| Qualified Contrib Hist Struct | QualifiedContribHistStruct | |
| Qualified Contrib Other | QualifiedContribOther |
Real Estate Residential RealEstateResidential
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 6 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 3133250 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | Appraisal | MethodOfDeterminingRevenues |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real Estate Commercial | RealEstateCommercial | |
| Real Estate Other | RealEstateOther | |
| Collectibles | Collectibles | |
| Food Inventory | FoodInventory | |
| Drugs And Medical Supplies | DrugsAndMedicalSupplies | |
| Taxidermy | Taxidermy | |
| Historical Artifacts | HistoricalArtifacts | |
| Scientific Specimens | ScientificSpecimens | |
| Archaeological Artifacts | ArchaeologicalArtifacts |
Other Non Cash Contributions Table OtherNonCashContributionsTable (2 entries)
| Non Cash CheckboxNonCashCheckbox | DescriptionDescription | Number Of ContributionsNumberOfContributions | Noncash Contribs Rptd F990NoncashContribsRptdF990 | Method Of Determining RevenuesMethodOfDeterminingRevenues |
|---|---|---|---|---|
| X | Auction Items | 0 | 0 | 0 |
| X | Raffle Items | 0 | 0 | 0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of8283 Received | 3 | NumberOf8283Received |
| Any Property That Must Be Held | false | AnyPropertyThatMustBeHeld |
| Review Process Unusual NC Gifts | true | ReviewProcessUnusualNCGifts |
| Third Parties Used | false | ThirdPartiesUsed |
Form990 Schedule M Part II Form990ScheduleMPartII (2 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| Non-Cash Donated Items | SCHEDULE M, PART I, LINES 25, 26 AND 33 | CITY OF HOPE DOES NOT CURRENTLY HAVE A REPORTING AND RECORDING PROCESS IN PLACE TO ENSURE ALL DONATED AUCTION AND OTHER EVENT RELATED ITEMS ARE RECORDED AS REVENUE. |
| ARTWORK | Schedule M, Part I, Line 1 | CITY 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)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| VOLUNTEER ASSISTANCE | Form 990, PART I, Line 6 | The 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 MISSION | FORM 990, PART III, LINE 1 | CITY 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 STATEMENTS | FORM 990, PART IV, Lines 12, 12A and PART XI Line 2c | AUDITED 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-2G | FORM 990, PART V, Line 1B | CITY 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 MANAGEMENT | FORM 990, PART VI, SECTION A | Line 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. |
| POLICIES | FORM 990, PART VI, SECTION B | Line 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. |
| DISCLOSURES | FORM 990, PART VI, SECTION C | Line 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 WORKED | Form 990, Part VII | FULL TIME EMPLOYEES GENERALLY WORK IN EXCESS OF 40 HOURS PER WEEK WHICH HAS BEEN REFLECTED IN THE COMPENSATION SCHEDULES BY THE ESTIMATES OF 60 HOURS PER WEEK. THE MEMBERS OF THE BOARD OF DIRECTORS ARE NOT COMPENSATED FOR SERVING ON THE BOARD OF DIRECTORS. THE HOURS WORKED FOR EACH Director is an estimate of the time spent preparing for and attending meetings of the Board of Directors and its standing committees. The Board of Directors held 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 PERSONS | SCHEDULE L, PART IV | DALE CRANDALL IS A BOARD MEMBER OF THE CITY OF HOPE AND IS A MEMBER OF THE BOARD OF DIRECTORS OF UNION BANK OF CALIFORNIA AND UNIONBANCAL. CITY OF HOPE 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 R | PARTS II AND V | IN ACCORDANCE WITH THE FORM 990, SCHEDULE R INSTRUCTIONS, THE AUXILIARY CHAPTER ORGANIZATIONS INCLUDED IN THE CITY OF HOPE GROUP RETURN EXEMPTION ARE NOT REPORTED ON PART II OF SCHEDULE R AS RELATED TAX-EXEMPT ORGANIZATIONS. HOWEVER, THE TRANSACTIONS BETWEEN CITY OF HOPE AND THE AUXILIARY CHAPTER ORGANIZATIONS ARE REPORTED IN PART V OF SCHEDULE R, ON LINE 1 AND LINE 2, TO THE EXTENT THE TRANSACTIONS EXCEED THE $50,000 REPORTING THRESHOLD. THE TRANSACTIONS ARE REPORTED AT THEIR CASH VALUE. |
Schedule R IRS990ScheduleR
Form990 Schedule R Part II Form990ScheduleRPartII (2 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EINEIN | Primary ActivitiesPrimaryActivities | Legal Domicile StateLegalDomicileState | Exempt Code SectionExemptCodeSection | Public Charity StatusPublicCharityStatus | Business Name Line1DirectControllingEntityName/BusinessNameLine1 |
|---|---|---|---|---|---|---|---|---|---|
| CITY OF HOPE NATIONAL MEDICAL CENTER | |||||||||
| 1500 EAST DUARTE ROAD | DUARTE | CA | 91010 | 951683875 | HOSPITAL | CA | 501(c)(3) | 3 | NA |
| BECKMAN RESEARCH INSTITUTE | |||||||||
| 1450 EAST DUARTE ROAD | DUARTE | CA | 91010 | 953432210 | RESEARCH | CA | 501(c)(3) | 4 | NA |
Form990 Schedule R Part IV Form990ScheduleRPartIV (2 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EINEIN | Primary ActivityPrimaryActivity | Legal Domicile StateLegalDomicileState | Business Name Line1DirectControllingEntityName/BusinessNameLine1 | Type Of EntityTypeOfEntity | Share Of Total IncomeShareOfTotalIncome | Share Of EOY AssetsShareOfEOYAssets | Percentage OwnershipPercentageOwnership |
|---|---|---|---|---|---|---|---|---|---|---|---|
| GENBASIX INC | |||||||||||
| 1500 EAST DUARTE ROAD | DUARTE | CA | 91010 | 911949357 | GENOMICS | DE | NA | C CORP. | 0 | 0 | 1.00000 |
| ONCOLOGY MANAGEMENT SERVICES INC | |||||||||||
| 1500 EAST DUARTE ROAD | DUARTE | CA | 91010 | 330557670 | LEASING AGENT | CA | COH Med Ctr | C CORP | 0 | 0 | 0.00000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Ann Rents Royalties | false | ReceiptOfIntAnnRentsRoyalties |
| Gift Grant Or Cap Contr To Other Org | true | GiftGrantOrCapContrToOtherOrg |
| Gift Grant Or Cap Contr Fr Other Org | true | GiftGrantOrCapContrFrOtherOrg |
| Loans Or Guarantees To Other Org | false | LoansOrGuaranteesToOtherOrg |
| Loans Or Guarantees From Other Org | false | LoansOrGuaranteesFromOtherOrg |
| Sale Of Assets To Other Org | false | SaleOfAssetsToOtherOrg |
| Purchase Of Assets From Other Org | false | PurchaseOfAssetsFromOtherOrg |
| Exchange Of Assets | false | ExchangeOfAssets |
| Rental Of Facilities To Other Orgs | false | RentalOfFacilitiesToOtherOrgs |
| Rental Of Facilities Fr Other Orgs | false | RentalOfFacilitiesFrOtherOrgs |
| Perform Of Services For Other Orgs | false | PerformOfServicesForOtherOrgs |
| Perform Of Services By Other Orgs | false | PerformOfServicesByOtherOrgs |
| Sharing Of Facilities | false | SharingOfFacilities |
| Sharing Of Paid Employees | true | SharingOfPaidEmployees |
| Reimbursement Paid To Other Org | true | ReimbursementPaidToOtherOrg |
| Reimbursement Paid By Other Org | true | ReimbursementPaidByOtherOrg |
| Other Transfer To Other Org | false | OtherTransferToOtherOrg |
| Other Transfer From Other Org | false | OtherTransferFromOtherOrg |
Transactions Related Orgs Table TransactionsRelatedOrgsTable (28 entries)
| Transaction TypeTransactionType | Amount InvolvedAmountInvolved |
|---|---|
| CITY OF HOPE NATIONAL MEDICAL CENTER | |
| B | 12073155 |
| Beckman Research Institute of City of Hope | |
| B | 172628675 |
| Apparel Industries Group (Chapter 0031) | |
| C | 304159 |
| Seattle Chapter (Chapter #0166) | |
| C | 73510 |
| Home Furn & Consumer Electr Industry (0715) | |
| C | 265538 |
| East End ChapterJeanne Kaye League (0732) | |
| C | 164501 |
| National Professional Salon Industry (0835) | |
| C | 284232 |
| Phyllis Dropkin Foundation (1007) | |
| c | 54914 |
| Music and Entertainment Industries (1050) | |
| c | 3076500 |
| Food Industries Circle Chapter (1081) | |
| c | 954623 |
| Construction Industries Alliance Ch (1082) | |
| c | 538399 |
| HardwareHome Impr Ind Council (1183) | |
| c | 770060 |
| California Food Industry Circle (1203) | |
| c | 969570 |
| California Insurance Council (1215) | |
| c | 416999 |
| Constr and RE Ind Council (1225) | |
| c | 480986 |
| National Office Products Council (1362) | |
| c | 1892732 |
| Nor Cal RE & Constr Busi All (1439) | |
| c | 379833 |
| Pac NW Food Industries Circle (1481) | |
| c | 713950 |
| LA Real EstateConstruction Council (1487) | |
| c | 623542 |
| Foodservice & Hospitality Industry (1554) | |
| c | 306606 |
| Southwest Food Industries Circle (1562) | |
| c | 416885 |
| Desert Communities Women's Council (1601) | |
| c | 173333 |
| Gems of the Desert Chapter (1631) | |
| c | 82567 |
| City of Hope National Medical Center | |
| O | 9202244 |
| Beckman Research Inst of the City of Hope | |
| O | 4000000 |
| Beckman Research Inst of the City of Hope | |
| P | 2859000 |
| Genbasix Inc | |
| 0 | |
| Oncology Management Services Inc | |
| 0 | |