BETA

CITY OF HOPE: Form 990, tax year 2019

View the entire original 990 at ProPublica ↗

Organization
CITY OF HOPE (EIN 95-3435919)
Tax period
2019-10-01 to 2020-09-30
Filed
2021-08-12
IRS object ID
202122249349302177
Schema version
2019v5.2
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)
Return2021-08-12T16:30:21-05:00ReturnTs
Tax Period End2020-09-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1ERNST & YOUNG US LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line118101 VON KARMAN AVE STE 1700AddressLine1Txt
CityIRVINECityNm
State AbbreviationCAStateAbbreviationCd
ZIP92612ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2019-10-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN953435919EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1CITY OF HOPEBusinessNameLine1Txt
FieldValueIRS element (for citing)
In Care Of% JENNIFER A PARKHURSTInCareOfNm
Business Name ControlCITYBusinessNameControlTxt
Phone6262564673PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line11500 EAST DUARTE ROADAddressLine1Txt
CityDUARTECityNm
State AbbreviationCAStateAbbreviationCd
ZIP91010ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonJENNIFER A PARKHURSTPersonNm
Person TitleCFOPersonTitleTxt
Signature2021-08-07SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonKara AdamsPreparerPersonNm
PTINP00023315PTIN
Phone9497942300PhoneNum
FieldValueIRS element (for citing)
Tax2019TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerROBERT W STONEPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line11500 EAST DUARTE ROADAddressLine1Txt
CityDUARTECityNm
State AbbreviationCAStateAbbreviationCd
ZIP91010ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$1,298,638,083GrossReceiptsAmt
Group Return For AffiliatesfalseGroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website AddressWWW.CITYOFHOPE.ORGWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation1980FormationYr
Legal Domicile StateCALegalDomicileStateCd
Activity Or MissionTO RAISE FUNDS TO SUPPORT AND TRANSFORM THE FUTURE OF HEALTH CARE BY TURNING SCIENCE INTO PRACTICAL BENEFIT AND HOPE FOR CURES INTO REALITY.ActivityOrMissionDesc
Voting Members Governing Body11VotingMembersGoverningBodyCnt
Voting Members Independent11VotingMembersIndependentCnt
Total Employee244TotalEmployeeCnt
Total Volunteers10000TotalVolunteersCnt
Total Gross UBI$6,282,044TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$2,732,055NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$113,932,956PYContributionsGrantsAmt
CY Contributions Grants$164,381,915CYContributionsGrantsAmt
PY Program Service Revenue$0PYProgramServiceRevenueAmt
CY Program Service Revenue$2,697,330CYProgramServiceRevenueAmt
PY Investment Income$95,891,113PYInvestmentIncomeAmt
CY Investment Income$39,039,098CYInvestmentIncomeAmt
PY Other Revenue$382,657,996PYOtherRevenueAmt
CY Other Revenue$154,117,702CYOtherRevenueAmt
PY Total Revenue$592,482,065PYTotalRevenueAmt
CY Total Revenue$360,236,045CYTotalRevenueAmt
PY Grants And Similar Paid$424,657,006PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$159,093,574CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$0PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$34,717,658PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$51,207,548CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$5,430,865PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$5,798,230CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$30,426,987CYTotalFundraisingExpenseAmt
PY Other Expenses$23,718,219PYOtherExpensesAmt
CY Other Expenses$30,857,774CYOtherExpensesAmt
PY Total Expenses$488,523,748PYTotalExpensesAmt
CY Total Expenses$246,957,126CYTotalExpensesAmt
PY Revenues Less Expenses$103,958,317PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$113,278,919CYRevenuesLessExpensesAmt
Total Assets BOY$1,796,402,120TotalAssetsBOYAmt
Total Assets EOY$1,977,555,305TotalAssetsEOYAmt
Total Liabilities BOY$80,963,867TotalLiabilitiesBOYAmt
Total Liabilities EOY$104,805,023TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$1,715,438,253NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$1,872,750,282NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part IIIYes (X)InfoInScheduleOPartIIIInd
MissionCITY OF HOPE PROVIDES FINANCIAL SUPPORT FOR ADVANCEMENT OF TREATMENTS TO PERSONS SUFFERING FROM CANCER, DIABETES, AND OTHER LIFE-THREATENING DISEASES. CONTINUED ON SCHEDULE O.MissionDesc
Significant New Program SrvcYes (true)SignificantNewProgramSrvcInd
Significant ChangefalseSignificantChangeInd
Expense$159,093,574ExpenseAmt
Grant$159,093,574GrantAmt
Revenue$0RevenueAmt
DescGRANTS TO SUPPORT MEDICAL RESEARCH AND HEALTH CARE DELIVERY OF SERVICES FOR CITY OF HOPE NATIONAL MEDICAL CENTER AND CITY OF HOPE MEDICAL FOUNDATION, AND BIOMEDICAL RESEARCH CONDUCTED AT THE BECKMAN RESEARCH INSTITUTE OF THE CITY OF HOPE AND THE TRANSLATIONAL GENOMICS RESEARCH INSTITUTE.Desc

Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp

FieldValueIRS element (for citing)
Expense$1,729,187ExpenseAmt
Grant$0GrantAmt
Revenue$0RevenueAmt
DescA VARIETY OF SOCIAL SERVICES INCLUDING COMMUNITY OUTREACH, ADVOCACY AND HEALTH EDUCATION; HEALTH, PREVENTION, TREATMENT AND SURVIVORSHIP INFORMATION FOR PATIENTS AND FAMILIES; AND VARIOUS MEDICAL EDUCATION ACTIVITIES INCLUDING CANCER, DIABETES AND HIV/AIDS AWARENESS AND PREVENTION THAT ARE CONDUCTED AT THE MEDICAL CENTER, THE BECKMAN RESEARCH INSTITUTE OF THE CITY OF HOPE, AND CITY OF HOPE MEDICAL FOUNDATION.Desc

Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp

FieldValueIRS element (for citing)
Expense$1,710,870ExpenseAmt
Grant$0GrantAmt
Revenue$2,697,330RevenueAmt
DescACCESS CITY OF HOPE, LLC (ACCESSHOPE) PROVIDES OR ARRANGES FOR THE PROVISION TO EMPLOYERS AND PAYORS THROUGHOUT THE UNITED STATES FOR CERTAIN ONCOLOGY-RELATED CONSULTATIVE, ADVISORY AND SUPPORT SERVICES DESIGNED TO ADDRESS THE SPECIFIC CANCER NEEDS OF PATIENTS, IMPROVE CARE OUTCOMES, AND DRIVE VALUE. CITY OF HOPE IS THE SOLE CORPORATE MEMBER OF ACCESSHOPE. ACCESSHOPE EXPORTS THE LATEST CANCER KNOWLEDGE FROM MULTIDISCIPLINARY SPECIALISTS WITH NATIONAL CANCER INSTITUTE-DESIGNATED COMPREHENSIVE CANCER CENTERS TO EMPLOYEES AND THEIR LOCAL ONCOLOGISTS ACROSS THE COUNTRY.Desc
FieldValueIRS element (for citing)
Total Program Service Expenses$162,533,631TotalProgramServiceExpensesAmt
Described In Section501c3Yes (true)DescribedInSection501c3Ind
Schedule B RequiredYes (true)ScheduleBRequiredInd
Political Campaign ActyfalsePoliticalCampaignActyInd
Lobbying ActivitiesfalseLobbyingActivitiesInd
Subject To Proxy TaxfalseSubjectToProxyTaxInd
Donor Advised FundfalseDonorAdvisedFundInd
Conservation EasementsfalseConservationEasementsInd
Collections Of ArtfalseCollectionsOfArtInd
Credit CounselingfalseCreditCounselingInd
Donor Rstr Or Quasi EndowmentsYes (true)DonorRstrOrQuasiEndowmentsInd
Report Land Building EquipmentYes (true)ReportLandBuildingEquipmentInd
Report Investments Other SecYes (true)ReportInvestmentsOtherSecInd
Report Program Related InvstfalseReportProgramRelatedInvstInd
Report Other AssetsfalseReportOtherAssetsInd
Report Other LiabilitiesYes (true)ReportOtherLiabilitiesInd
Include FIN48 FootnoteYes (true)IncludeFIN48FootnoteInd
Independent Audit Fincl StmtfalseIndependentAuditFinclStmtInd
Consolidated Audit Fincl StmtYes (true)ConsolidatedAuditFinclStmtInd
School OperatingfalseSchoolOperatingInd
Foreign OfficefalseForeignOfficeInd
Foreign ActivitiesYes (true)ForeignActivitiesInd
More Than5000 K To OrgfalseMoreThan5000KToOrgInd
More Than5000 K To IndividualsfalseMoreThan5000KToIndividualsInd
Professional FundraisingYes (true)ProfessionalFundraisingInd
Fundraising ActivitiesYes (true)FundraisingActivitiesInd
Gaming ActivitiesfalseGamingActivitiesInd
Operate HospitalfalseOperateHospitalInd
Grants To OrganizationsYes (true)GrantsToOrganizationsInd
Grants To IndividualsfalseGrantsToIndividualsInd
Schedule J RequiredYes (true)ScheduleJRequiredInd
Tax Exempt BondsfalseTaxExemptBondsInd
Engaged In Excess Benefit TransfalseEngagedInExcessBenefitTransInd
PY Excess Benefit TransfalsePYExcessBenefitTransInd
Loan OutstandingfalseLoanOutstandingInd
Grant To Related PersonfalseGrantToRelatedPersonInd
Business Rln With Org MemfalseBusinessRlnWithOrgMemInd
Business Rln With Fam MemfalseBusinessRlnWithFamMemInd
Business Rln With35 Ctrl EntfalseBusinessRlnWith35CtrlEntInd
Deductible Non Cash ContriYes (true)DeductibleNonCashContriInd
Deductible Art ContributionfalseDeductibleArtContributionInd
Terminate OperationsfalseTerminateOperationsInd
Partial LiquidationfalsePartialLiquidationInd
Disregarded EntityYes (true)DisregardedEntityInd
Related EntityYes (true)RelatedEntityInd
Related Organization Ctrl EntYes (true)RelatedOrganizationCtrlEntInd
Transaction With Control EntYes (true)TransactionWithControlEntInd
Trnsfr Exmpt Non Chrtbl Rltd OrgfalseTrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted PrtshpfalseActivitiesConductedPrtshpInd
Schedule O RequiredYes (true)ScheduleORequiredInd
Info In Schedule O Part VYes (X)InfoInScheduleOPartVInd
IRP Document185IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld ComplianceYes (true)BackupWthldComplianceInd
Employee244EmployeeCnt
Employment Tax Returns FiledYes (true)EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over LimitYes (true)UnrelatedBusIncmOverLimitInd
Form990 T FiledYes (true)Form990TFiledInd
Foreign Financial AccountYes (true)ForeignFinancialAccountInd
Foreign CountryBDForeignCountryCd
Foreign CountryCJForeignCountryCd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Taxable Party NotificationfalseTaxablePartyNotificationInd
Nondeductible ContributionsfalseNondeductibleContributionsInd
Quid Pro Quo ContributionsYes (true)QuidProQuoContributionsInd
Quid Pro Quo Contri DisclYes (true)QuidProQuoContriDisclInd
Form8282 Property Disposed OffalseForm8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Indoor Tanning ServicesfalseIndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht PymtYes (true)SubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst IncfalseSubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members11GoverningBodyVotingMembersCnt
Independent Voting Member11IndependentVotingMemberCnt
Family Or Business RlnYes (true)FamilyOrBusinessRlnInd
Delegation Of Mgmt DutiesfalseDelegationOfMgmtDutiesInd
Change To Org DocumentsfalseChangeToOrgDocumentsInd
Material Diversion Or MisusefalseMaterialDiversionOrMisuseInd
Members Or StockholdersfalseMembersOrStockholdersInd
Election Of Board MembersfalseElectionOfBoardMembersInd
Decisions Subject To ApprovafalseDecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (true)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (true)MinutesOfCommitteesInd
Officer Mailing AddressfalseOfficerMailingAddressInd
Local ChaptersYes (true)LocalChaptersInd
Policies Reference ChaptersYes (true)PoliciesReferenceChaptersInd
Form990 Provided To Gvrn BodyYes (true)Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (true)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (true)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (true)RegularMonitoringEnfrcInd
Whistleblower PolicyYes (true)WhistleblowerPolicyInd
Document Retention PolicyYes (true)DocumentRetentionPolicyInd
Compensation Process CEOYes (true)CompensationProcessCEOInd
Compensation Process OtherYes (true)CompensationProcessOtherInd
Investment In Joint VenturefalseInvestmentInJointVentureInd
States Where Copy Of Return Is FldALStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldAKStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldAZStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldARStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldCAStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldCOStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldCTStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldDEStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldFLStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldGAStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldHIStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldILStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldINStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldKSStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldMEStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldMDStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldMAStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldMIStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldMNStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldMSStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldMOStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldNHStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldNJStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldNMStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldNYStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldNCStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldNDStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldOHStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldOKStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldORStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldPAStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldRIStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldSCStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldTNStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldUTStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldWAStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldWVStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldWIStatesWhereCopyOfReturnIsFldCd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

FieldValueIRS element (for citing)
PersonJENNIFER A PARKHURSTPersonNm
Phone6262564673PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line11500 EAST DUARTE ROADAddressLine1Txt
CityDUARTECityNm
State AbbreviationCAStateAbbreviationCd
ZIP91010ZIPCd
FieldValueIRS element (for citing)
Info In Schedule O Part VIIYes (X)InfoInScheduleOPartVIIInd

Form990 Part VII Section A Form990PartVIISectionAGrp (27 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtAverage Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRtOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtHighest Compensated EmployeeHighestCompensatedEmployeeIndKey EmployeeKeyEmployeeIndFormer Ofcr Director TrusteeFormerOfcrDirectorTrusteeIndIndividual Trustee Or DirectorIndividualTrusteeOrDirectorInd
Robert W Stone
President/CEO21.039.0Yes (X)$1,301,146$2,416,413$507,612
HARLAN LEVINE MD
PRES STRATEGY & BUS VENTURES18.042.0$570,181$1,330,423$277,699Yes (X)
Steven T Rosen MD
PROVOST, CANCER CTR DIRECTOR9.051.0$268,945$1,524,022$245,341Yes (X)
Annette Walker
President COH OC Cancer Ctr60.00.0$1,552,648$0$269,621Yes (X)
Debra F Fields
EVP Chief Transformation Off15.045.0$320,708$962,121$215,119Yes (X)
Jennifer Parkhurst
CFO/Treasurer15.045.0Yes (X)$282,781$848,342$350,199
JEFFREY WALKER
COO/Assistant Secretary15.045.0Yes (X)$277,619$832,852$235,464
Gregory Schetina
General Counsel/Secretary15.045.0Yes (X)$265,150$795,446$195,382
Kristin Bertell
CHIEF PHIL OFF/ASST SECRETARY51.09.0Yes (X)$901,926$159,163$189,709
Kety Duron
Chief HR & Diversity Officer15.045.0$247,395$742,187$154,791Yes (X)
Mark Hulse
Chief Digital Officer15.045.0$215,186$645,556$250,329Yes (X)
CORNELIS VAN DEN BERG
Former Officer15.045.0$174,338$523,012$54,209Yes (X)
Jonathan Reuter
VP Facilities & Construction6.054.0$49,515$445,637$58,692Yes (X)
Donald Matthewson
Assistant Treasurer15.045.0Yes (X)$114,131$342,392$47,283
Nathan C Chapelle
Former Officer60.00.0$122,162$0$0Yes (X)
Barbara Bruser
BOARD MEMBER2.00.0$0$0$0Yes (X)
Glenn Steele MD PHD
BOARD MEMBER2.00.0$0$0$0Yes (X)
Malissia Clinton
BOARD MEMBER2.00.0$0$0$0Yes (X)
Morgan Chu
BOARD MEMBER2.05.0$0$0$0Yes (X)
Norman Payson MD
BOARD MEMBER (PT YR)2.02.0$0$0$0Yes (X)
Philip Fasano
BOARD MEMBER2.00.0$0$0$0Yes (X)
Randolph Beatty
BOARD MEMBER2.00.0$0$0$0Yes (X)
Ronald Sargent
BOARD MEMBER2.00.0$0$0$0Yes (X)
Selwyn Isakow
BOARD MEMBER/CHAIR2.03.0Yes (X)$0$0$0Yes (X)
Steven Fink
BOARD MEMBER2.04.0$0$0$0Yes (X)
Suzanne Vautrinot
BOARD MEMBER2.00.0$0$0$0Yes (X)
William Post
BOARD MEMBER2.00.0$0$0$0Yes (X)
FieldValueIRS element (for citing)
Total Reportable Comp From Org$6,663,831TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$11,567,566TotReportableCompRltdOrgAmt
Total Other Compensation$3,051,450TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K73IndivRcvdGreaterThan100KCnt
Former Ofcr Employees ListedYes (true)FormerOfcrEmployeesListedInd
Total Comp Greater Than150 KYes (true)TotalCompGreaterThan150KInd
Compensation From Other SrcsfalseCompensationFromOtherSrcsInd

Contractor Compensation ContractorCompensationGrp (5 entries)

Address Line1ContractorAddress/USAddress/AddressLine1TxtCityContractorAddress/USAddress/CityNmState AbbreviationContractorAddress/USAddress/StateAbbreviationCdZIPContractorAddress/USAddress/ZIPCdServicesServicesDescCompensationCompensationAmt
CHAPMAN CUBINE ADAMS HUSSEY
1600 WILSON BLVD SUITE 300ARLINGTONVA22209PROF. FUNDRAISING$5,604,693
THREE SIXTY ADVISORY GROUP LLC
1810 W KENNEDY BLVDTAMPAFL33606CONSULTING SERVICES$1,734,632
ACCLARO SOLUTIONS
634 MEADOWMONT VILLAGE CIRCLECHAPEL HILLNC27517CONSULTING SERVICES$1,018,378
KORE1 LLC
530 TECHNOLOGY DRIVEIRVINECA92618TEMP. STAFFING SOLT.$561,366
LATHAM WATKINS
355 S GRAND AVE SUITE 100LOS ANGELESCA90071LEGAL SERVICES$464,169
FieldValueIRS element (for citing)
Cntrct Rcvd Greater Than100 K29CntrctRcvdGreaterThan100KCnt
Fundraising$2,855,750FundraisingAmt
Related Organizations$15,530,316RelatedOrganizationsAmt
All Other Contributions$145,995,849AllOtherContributionsAmt
Noncash Contributions$5,519,219NoncashContributionsAmt
Total Contributions$164,381,915TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp (2 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmtUnrelated Business RevenueUnrelatedBusinessRevenueAmtExclusionExclusionAmt
PATIENT TELEHEALTH SVCS621110$1,737,880$1,737,880$0$0
ACOH - UNRELATED PARTY INCOME541610$959,450$0$959,450$0
FieldValueIRS element (for citing)
Total Program Service Revenue$2,697,330TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$20,717,542TotalRevenueColumnAmt
Exclusion$20,717,542ExclusionAmt

Incm From Invest Bond Proceeds IncmFromInvestBondProceedsGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt

Royalties Revenue RoyaltiesRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$147,846,573TotalRevenueColumnAmt
Exclusion$147,846,573ExclusionAmt

Gross Rents GrossRentsGrp

FieldValueIRS element (for citing)
Real$842,150RealAmt

Less Rental Expenses LessRentalExpensesGrp

FieldValueIRS element (for citing)
Real$0RealAmt

Rental Income Or Loss RentalIncomeOrLossGrp

FieldValueIRS element (for citing)
Real$842,150RealAmt
Personal$0PersonalAmt

Net Rental Income Or Loss NetRentalIncomeOrLossGrp

FieldValueIRS element (for citing)
Total Revenue Column$842,150TotalRevenueColumnAmt
Exclusion$842,150ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$956,649,431SecuritiesAmt
Other$45,972OtherAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$938,324,847SecuritiesAmt
Other$49,000OtherAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities$18,324,584SecuritiesAmt
Other-$3,028OtherAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column$18,321,556TotalRevenueColumnAmt
Exclusion$18,321,556ExclusionAmt
FieldValueIRS element (for citing)
Fundraising Gross Income$32,276FundraisingGrossIncomeAmt
Contri Rpt Fundraising Event$2,855,750ContriRptFundraisingEventAmt
Fundraising Direct Expenses$28,191FundraisingDirectExpensesAmt

Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp

FieldValueIRS element (for citing)
Total Revenue Column$4,085TotalRevenueColumnAmt
Exclusion$4,085ExclusionAmt
FieldValueIRS element (for citing)
Gaming Gross Income$0GamingGrossIncomeAmt
Gaming Direct Expenses$0GamingDirectExpensesAmt

Net Income From Gaming NetIncomeFromGamingGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt
FieldValueIRS element (for citing)
Gross Sales Of Inventory$0GrossSalesOfInventoryAmt
Cost Of Goods Sold$0CostOfGoodsSoldAmt

Net Income Or Loss NetIncomeOrLossGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt

Other Revenue Misc OtherRevenueMiscGrp (3 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmtUnrelated Business RevenueUnrelatedBusinessRevenueAmtExclusionExclusionAmt
INVESTMENT INCOME FROM K-1'S525990$5,322,594$0$5,322,594$0
CASH SURRENDER VALUE GAIN900099$93,633$0$0$93,633
All other revenue900099$8,667$0$0$8,667
FieldValueIRS element (for citing)
Other Revenue Total$5,424,894OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$360,236,045TotalRevenueColumnAmt
Related Or Exempt Func Income$1,737,880RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$6,282,044UnrelatedBusinessRevenueAmt
Exclusion$187,834,206ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

FieldValueIRS element (for citing)
Total$159,093,574TotalAmt
Program Services$159,093,574ProgramServicesAmt

Grants To Domestic Individuals GrantsToDomesticIndividualsGrp

FieldValueIRS element (for citing)
Total$0TotalAmt
Program Services$0ProgramServicesAmt

Foreign Grants ForeignGrantsGrp

FieldValueIRS element (for citing)
Total$0TotalAmt
Program Services$0ProgramServicesAmt

Benefits To Members BenefitsToMembersGrp

FieldValueIRS element (for citing)
Total$0TotalAmt
Program Services$0ProgramServicesAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$3,728,649TotalAmt
Program Services$451,731ProgramServicesAmt
Management And General$1,737,334ManagementAndGeneralAmt
Fundraising$1,539,584FundraisingAmt

Comp Disqual Persons CompDisqualPersonsGrp

FieldValueIRS element (for citing)
Total$163,906TotalAmt
Program Services$0ProgramServicesAmt
Management And General$163,906ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$40,313,358TotalAmt
Program Services$1,942,546ProgramServicesAmt
Management And General$24,914,069ManagementAndGeneralAmt
Fundraising$13,456,743FundraisingAmt

Pension Plan Contributions PensionPlanContributionsGrp

FieldValueIRS element (for citing)
Total$954,434TotalAmt
Program Services$32,070ProgramServicesAmt
Management And General$596,932ManagementAndGeneralAmt
Fundraising$325,432FundraisingAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$3,643,785TotalAmt
Program Services$182,420ProgramServicesAmt
Management And General$2,428,885ManagementAndGeneralAmt
Fundraising$1,032,480FundraisingAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$2,403,416TotalAmt
Program Services$131,776ProgramServicesAmt
Management And General$1,565,280ManagementAndGeneralAmt
Fundraising$706,360FundraisingAmt

Fees For Services Management FeesForServicesManagementGrp

FieldValueIRS element (for citing)
Total$0TotalAmt
Program Services$0ProgramServicesAmt
Management And General$0ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$978,177TotalAmt
Program Services$0ProgramServicesAmt
Management And General$507,134ManagementAndGeneralAmt
Fundraising$471,043FundraisingAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$58,138TotalAmt
Program Services$0ProgramServicesAmt
Management And General$58,138ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Fees For Services Lobbying FeesForServicesLobbyingGrp

FieldValueIRS element (for citing)
Total$0TotalAmt
Program Services$0ProgramServicesAmt
Management And General$0ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Fees For Services Prof Fundraising FeesForServicesProfFundraising

FieldValueIRS element (for citing)
Total$5,798,230TotalAmt
Fundraising$5,798,230FundraisingAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

FieldValueIRS element (for citing)
Total$3,330,757TotalAmt
Program Services$0ProgramServicesAmt
Management And General$3,330,757ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$11,282,493TotalAmt
Program Services$501,929ProgramServicesAmt
Management And General$9,351,155ManagementAndGeneralAmt
Fundraising$1,429,409FundraisingAmt

Advertising AdvertisingGrp

FieldValueIRS element (for citing)
Total$738,772TotalAmt
Program Services$86ProgramServicesAmt
Management And General$664,491ManagementAndGeneralAmt
Fundraising$74,195FundraisingAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$5,517,588TotalAmt
Program Services$68,046ProgramServicesAmt
Management And General$3,064,852ManagementAndGeneralAmt
Fundraising$2,384,690FundraisingAmt

Information Technology InformationTechnologyGrp

FieldValueIRS element (for citing)
Total$2,332,102TotalAmt
Program Services$15,577ProgramServicesAmt
Management And General$2,019,532ManagementAndGeneralAmt
Fundraising$296,993FundraisingAmt

Royalties RoyaltiesGrp

FieldValueIRS element (for citing)
Total$0TotalAmt
Program Services$0ProgramServicesAmt
Management And General$0ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$501,981TotalAmt
Program Services$11,688ProgramServicesAmt
Management And General$337,215ManagementAndGeneralAmt
Fundraising$153,078FundraisingAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$609,648TotalAmt
Program Services$17,367ProgramServicesAmt
Management And General$343,361ManagementAndGeneralAmt
Fundraising$248,920FundraisingAmt

Pymt Travel Entrtnmnt Pub Ofcl PymtTravelEntrtnmntPubOfclGrp

FieldValueIRS element (for citing)
Total$0TotalAmt
Program Services$0ProgramServicesAmt
Management And General$0ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$321,200TotalAmt
Program Services$7,535ProgramServicesAmt
Management And General$210,450ManagementAndGeneralAmt
Fundraising$103,215FundraisingAmt

Interest InterestGrp

FieldValueIRS element (for citing)
Total$0TotalAmt
Program Services$0ProgramServicesAmt
Management And General$0ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Payments To Affiliates PaymentsToAffiliatesGrp

FieldValueIRS element (for citing)
Total$0TotalAmt
Program Services$0ProgramServicesAmt
Management And General$0ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$1,235,368TotalAmt
Program Services$54,133ProgramServicesAmt
Management And General$731,715ManagementAndGeneralAmt
Fundraising$449,520FundraisingAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$101,627TotalAmt
Program Services$0ProgramServicesAmt
Management And General$101,627ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDescTotalTotalAmtProgram ServicesProgramServicesAmtManagement And GeneralManagementAndGeneralAmtFundraisingFundraisingAmt
BAD DEBT EXPENSE$1,589,673$0$0$1,589,673
UBIT AND EXCISE TAXES$1,195,022$0$1,195,022$0
DUES AND SUBSCRIPTIONS$295,095$4,345$233,105$57,645
TAX AND LICENSING$17,729$0$17,698$31

All Other Expenses AllOtherExpensesGrp

FieldValueIRS element (for citing)
Total$752,404TotalAmt
Program Services$18,808ProgramServicesAmt
Management And General$423,850ManagementAndGeneralAmt
Fundraising$309,746FundraisingAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$246,957,126TotalAmt
Program Services$162,533,631ProgramServicesAmt
Management And General$53,996,508ManagementAndGeneralAmt
Fundraising$30,426,987FundraisingAmt

Total Joint Costs TotalJointCostsGrp

FieldValueIRS element (for citing)
Total$13,120,682TotalAmt
Program Services$413,376ProgramServicesAmt
Management And General$6,966,102ManagementAndGeneralAmt
Fundraising$5,741,204FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$25,922,088BOYAmt
EOY$40,012,312EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$11,743,516BOYAmt
EOY$40,527,027EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

FieldValueIRS element (for citing)
BOY$72,500,197BOYAmt
EOY$101,907,952EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$61,375,283BOYAmt
EOY$32,427,920EOYAmt

Receivables From Officers Etc ReceivablesFromOfficersEtcGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Inventories For Sale Or Use InventoriesForSaleOrUseGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$79,479BOYAmt
EOY$438,538EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$31,171,887LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$13,963,827LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$14,846,745BOYAmt
EOY$17,208,060EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$770,540,237BOYAmt
EOY$857,794,093EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

FieldValueIRS element (for citing)
BOY$763,125,003BOYAmt
EOY$752,039,391EOYAmt

Investments Program Related InvestmentsProgramRelatedGrp

FieldValueIRS element (for citing)
BOY$51,383,958BOYAmt
EOY$51,383,958EOYAmt

Intangible Assets IntangibleAssetsGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
BOY$24,885,614BOYAmt
EOY$83,816,054EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$1,796,402,120BOYAmt
EOY$1,977,555,305EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$9,872,429BOYAmt
EOY$17,455,357EOYAmt

Grants Payable GrantsPayableGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Deferred Revenue DeferredRevenueGrp

FieldValueIRS element (for citing)
BOY$1,491,707BOYAmt
EOY$920,512EOYAmt

Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Escrow Account Liability EscrowAccountLiabilityGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Loans From Officers Directors LoansFromOfficersDirectorsGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$69,599,731BOYAmt
EOY$86,429,154EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$80,963,867BOYAmt
EOY$104,805,023EOYAmt
FieldValueIRS element (for citing)
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind

No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$1,147,588,959BOYAmt
EOY$1,255,830,820EOYAmt

Donor Restriction Net Assets DonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$567,849,294BOYAmt
EOY$616,919,462EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$1,715,438,253BOYAmt
EOY$1,872,750,282EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$1,796,402,120BOYAmt
EOY$1,977,555,305EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss$113,278,919ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst$44,033,110NetUnrlzdGainsLossesInvstAmt
Donated Services And Use Fclts$0DonatedServicesAndUseFcltsAmt
Investment Expense$0InvestmentExpenseAmt
Prior Period Adjustments$0PriorPeriodAdjustmentsAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or ReviewfalseAccountantCompileOrReviewInd
FS AuditedYes (true)FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

FieldValueIRS element (for citing)
Consolidated Basis Fincl StmtYes (X)ConsolidatedBasisFinclStmtInd
FieldValueIRS element (for citing)
Audit CommitteeYes (true)AuditCommitteeInd
Federal Grant Audit RequiredfalseFederalGrantAuditRequiredInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Public Organization170Yes (X)PublicOrganization170Ind

Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$130,758,956CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$124,283,559CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$141,961,318CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$113,932,956CurrentTaxYearMinus1YearAmt
Current Tax Year$164,381,915CurrentTaxYearAmt
Total$675,318,704TotalAmt

Tax Rev Levied Orgnztnl Bnft170 TaxRevLeviedOrgnztnlBnft170Grp

FieldValueIRS element (for citing)
Total$0TotalAmt

Govt Furn Srvc Fclts Vl170 GovtFurnSrvcFcltsVl170Grp

FieldValueIRS element (for citing)
Total$0TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$130,758,956CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$124,283,559CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$141,961,318CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$113,932,956CurrentTaxYearMinus1YearAmt
Current Tax Year$164,381,915CurrentTaxYearAmt
Total$675,318,704TotalAmt
FieldValueIRS element (for citing)
Substantial Contributors Tot$10,646,787SubstantialContributorsTotAmt
Public Support Total170$664,671,917PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$345,514,456CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$407,477,362CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$467,357,611CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$407,091,608CurrentTaxYearMinus1YearAmt
Current Tax Year$174,728,859CurrentTaxYearAmt
Total$1,802,169,896TotalAmt

Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$275,842CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$322,852CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$56,740CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$116,048CurrentTaxYearMinus1YearAmt
Current Tax Year$4,085CurrentTaxYearAmt
Total$775,567TotalAmt

Other Income170 OtherIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$76,320CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$7,049CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$92,367CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$218,457CurrentTaxYearMinus1YearAmt
Current Tax Year$102,300CurrentTaxYearAmt
Total$496,493TotalAmt
FieldValueIRS element (for citing)
Total Support$2,478,760,660TotalSupportAmt
Gross Receipts Rltd Activities$1,737,880GrossReceiptsRltdActivitiesAmt
Public Support CY1700.26815PublicSupportCY170Pct
Public Support PY1700.23625PublicSupportPY170Pct
Ten Pct Facts Crcmstncs Test CYYes (X)TenPctFactsCrcmstncsTestCYInd

Form990 Schedule A Part VI Form990ScheduleAPartVIGrp

FieldValueIRS element (for citing)
Form And Line ReferenceFORM 990, SCHEDULE A, SECTION C, LINE 17AFormAndLineReferenceDesc
ExplanationCITY OF HOPE HAS A CALCULATED PUBLIC SUPPORT PERCENTAGE FOR THE TAX YEAR 2019 OF 26.81 PERCENT, WHICH IS BELOW THE 33 1/3 PERCENTAGE SPECIFIED UNDER THE PUBLIC SUPPORT TEST. INCLUDED IN TOTAL SUPPORT IS REVENUE FROM ONE LICENSING ARRANGEMENT UNDER WHICH CITY OF HOPE LICENSED TO GENENTECH INC. SUBSTANTIAL RIGHTS IN THREE PATENTS IN EXCHANGE FOR THE PAYMENT OF ROYALTIES FROM GENENTECH. THESE PATENTS ARE CO-OWNED WITH GENENTECH, AND EMERGED FROM RESEARCH DONE IN THE EARLY 1980S BY TWO CITY OF HOPE SCIENTISTS, WORKING IN COLLABORATION WITH GENENTECH SCIENTISTS, ON DEVELOPING NOVEL METHODS OF PRODUCING MONOCLONAL ANTIBODIES USING RECOMBINANT DNA TECHNOLOGY. THE ROYALTY REVENUE RECEIVED IN CONNECTION WITH THE PATENTS IS GENERATED FROM SALES OF DRUGS BY GENENTECH AS WELL AS FROM ROYALTIES AND OTHER AMOUNTS PAID BY ITS LICENSEES. THESE ROYALTY REVENUES REPRESENT APPROXIMATELY $1,800,000,000 OVER THE FIVE FISCAL YEARS PRESENTED IN PART II, SECTION B. THE INCLUSION OF THIS AMOUNT IN THE DENOMINATOR DRIVES DOWN THE PUBLIC SUPPORT PERCENTAGE. REMOVING ROYALTY REVENUES FROM THE DENOMINATOR PROVIDES A PUBLIC SUPPORT PERCENTAGE WELL ABOVE THE 33 1/3 PERCENT. THIS REVENUE STREAM HELPED SUPPORT CITY OF HOPE'S MISSION AND PROGRAMS. THE PATENTS EXPIRED IN THE FIRST QUARTER OF FISCAL YEAR 2019 AND CITY OF HOPE IS NOW RECEIVING REVENUE FROM THE SALES OF DRUGS MANUFACTURED BEFORE THE EXPIRATION DATE. AS THIS INVENTORY DECLINES, THE ROYALTY REVENUE ASSOCIATED WITH THESE SALES WILL ALSO DECLINE. CITY OF HOPE HAS A CONTINUOUS AND WELL DEVELOPED PROGRAM FOR SOLICITATION OF CHARITABLE CONTRIBUTIONS. THIS PROGRAM INCLUDES A NATIONWIDE NETWORK OF MORE THAN TWO DOZEN INDUSTRY GROUPS, CONSISTING OF COMPANIES AND THEIR SUPPORTERS WITHIN A COMMON INDUSTRY; CHAPTER GROUPS (AUXILIARIES), MADE UP OF INDIVIDUAL VOLUNTEERS IN CITIES ACROSS THE COUNTRY; AND OTHER PUBLIC CHARITIES THAT HOST FUNDRAISING EVENTS DIRECTLY BENEFITING CITY OF HOPE. BEYOND THESE GROUPS, AS WELL AS CORPORATE SPONSORS AND INDIVIDUAL BENEFACTORS, CITY OF HOPE ALSO HAS A WELL DIVERSIFIED FUNDRAISING NETWORK THROUGH EMPLOYEE GIVING PROGRAMS, DIRECT MAIL CAMPAIGNS, AND SPECIAL EVENTS THAT PROMOTE CITY OF HOPE'S MISSION. CITY OF HOPE RECEIVES CONTRIBUTIONS FROM A WIDE BASE OF SUPPORTERS AS EVIDENCED IN SCHEDULE B OF THIS 990. CITY OF HOPE MAINTAINS AN ENDOWMENT FUND THAT HAS GROWN THROUGH OUR FUNDRAISING EFFORTS. CITY OF HOPE IS GOVERNED BY A BOARD OF DIRECTORS WITH KNOWLEDGE AND EXPERTISE IN AREAS IMPORTANT TO CITY OF HOPE'S MISSION AND OPERATIONS AND WHICH REPRESENTS THE BROAD INTERESTS OF THE GENERAL PUBLIC.ExplanationTxt

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
ContributorRESTRICTEDContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1RESTRICTEDAddressLine1
Address Line2RESTRICTEDAddressLine2
CityRESTRICTEDCity
StateRESTRICTEDState
ZIP CodeRESTRICTEDZIPCode
FieldValueIRS element (for citing)
Total ContributionsRESTRICTEDTotalContributionsAmt

Schedule D IRS990ScheduleD

FieldValueIRS element (for citing)
Art Public Exhibition AmountsArtPublicExhibitionAmountsGrp
Held Works ArtHeldWorksArtGrp

CY Endwmt Fund CYEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$330,000,397BeginningYearBalanceAmt
Contributions$3,447,830ContributionsAmt
Investment Earnings Or Losses$17,322,018InvestmentEarningsOrLossesAmt
Other Expenditures$5,875,668OtherExpendituresAmt
Administrative Expenses$904,499AdministrativeExpensesAmt
End Year Balance$343,990,078EndYearBalanceAmt

CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$322,069,491BeginningYearBalanceAmt
Contributions$14,531,040ContributionsAmt
Investment Earnings Or Losses$394,645InvestmentEarningsOrLossesAmt
Other Expenditures$6,177,172OtherExpendituresAmt
Administrative Expenses$817,607AdministrativeExpensesAmt
End Year Balance$330,000,397EndYearBalanceAmt

CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$296,264,548BeginningYearBalanceAmt
Contributions$4,604,142ContributionsAmt
Investment Earnings Or Losses$27,012,931InvestmentEarningsOrLossesAmt
Other Expenditures$5,166,877OtherExpendituresAmt
Administrative Expenses$645,253AdministrativeExpensesAmt
End Year Balance$322,069,491EndYearBalanceAmt

CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$255,620,513BeginningYearBalanceAmt
Contributions$6,624,027ContributionsAmt
Investment Earnings Or Losses$40,159,719InvestmentEarningsOrLossesAmt
Other Expenditures$5,436,378OtherExpendituresAmt
Administrative Expenses$703,333AdministrativeExpensesAmt
End Year Balance$296,264,548EndYearBalanceAmt

CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$235,185,766BeginningYearBalanceAmt
Contributions$8,166,414ContributionsAmt
Investment Earnings Or Losses$24,345,193InvestmentEarningsOrLossesAmt
Other Expenditures$11,507,592OtherExpendituresAmt
Administrative Expenses$569,268AdministrativeExpensesAmt
End Year Balance$255,620,513EndYearBalanceAmt
FieldValueIRS element (for citing)
Board Designated Balance EOY0.29670BoardDesignatedBalanceEOYPct
Prmnnt Endowment Balance EOY0.50300PrmnntEndowmentBalanceEOYPct
Term Endowment Balance EOY0.20030TermEndowmentBalanceEOYPct
Endowments Held Unrelated OrgfalseEndowmentsHeldUnrelatedOrgInd
Endowments Held Related OrgfalseEndowmentsHeldRelatedOrgInd

Land LandGrp

FieldValueIRS element (for citing)
Investment Cost Or Other Basis$1,847,000InvestmentCostOrOtherBasisAmt
Other Cost Or Other Basis$4,129,638OtherCostOrOtherBasisAmt
Book Value$5,976,638BookValueAmt

Buildings BuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$6,777,257OtherCostOrOtherBasisAmt
Depreciation$2,397,290DepreciationAmt
Book Value$4,379,967BookValueAmt

Leasehold Improvements LeaseholdImprovementsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$58,558OtherCostOrOtherBasisAmt
Depreciation$58,558DepreciationAmt
Book Value$0BookValueAmt

Equipment EquipmentGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$13,657,501OtherCostOrOtherBasisAmt
Depreciation$11,507,979DepreciationAmt
Book Value$2,149,522BookValueAmt

Other Land Buildings OtherLandBuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$4,701,933OtherCostOrOtherBasisAmt
Depreciation$0DepreciationAmt
Book Value$4,701,933BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$17,208,060TotalBookValueLandBuildingsAmt
Financial DerivativesFinancialDerivativesGrp
Closely Held Equity InterestsCloselyHeldEquityInterestsGrp

Other Securities OtherSecuritiesGrp

FieldValueIRS element (for citing)
DescALTERNATIVE INVESTMENTSDesc
Book Value$752,039,391BookValueAmt
Method ValuationFMethodValuationCd
FieldValueIRS element (for citing)
Total Book Value Securities$752,039,391TotalBookValueSecuritiesAmt
Federal Income Tax Liability$0FederalIncomeTaxLiabilityAmt

Other Liabilities Org OtherLiabilitiesOrgGrp (4 entries)

DescDescAmtAmt
DUE TO AFFILIATES$66,053,916
ANNUITANT OBLIGATIONS$19,848,619
MISCELLANEOUS LIABILITIES$454,509
RIGHT-OF-USE OPERATING LEASE LIAB.$72,110
FieldValueIRS element (for citing)
Total Liability$86,429,154TotalLiabilityAmt
Footnote TextYes (X)FootnoteTextInd

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
SCHEDULE D, PART V, LINE 1B, COLUMN (B)CONTRIBUTIONS IN THE PRIOR YEAR HAVE BEEN ADJUSTED DUE TO THE IMPROPER INCLUSION OF CERTAIN NON-ENDOWMENT OR QUASI-ENDOWMENT RELATED CONTRIBUTIONS IN THE PRIOR YEAR AMOUNT. SCHEDULE D, PART V, LINE 4 CITY OF HOPE HAS BOARD DESIGNATED ASSETS OR QUASI-ENDOWMENT FUNDS AND OTHER PERMANENT FUNDS THAT ARE AVAILABLE TO FUND RESEARCH, PATIENT CARE, HEALTH EDUCATION AND MEDICAL EQUIPMENT AND BUILDINGS, AS DETERMINED BY DONOR AGREEMENTS, MANAGEMENT AND THE BOARD OF DIRECTORS.
SCHEDULE D, PART X, LINE 2THE FOLLOWING PARAGRAPH IS FROM THE CITY OF HOPE CONSOLIDATED AUDITED FINANCIAL STATEMENTS AS OF SEPTEMBER 30, 2020 (WHICH INCLUDES CITY OF HOPE, CITY OF HOPE NATIONAL MEDICAL CENTER, CITY OF HOPE MEDICAL FOUNDATION, BECKMAN RESEARCH INSTITUTE OF THE CITY OF HOPE, THE TRANSLATIONAL GENOMICS RESEARCH INSTITUTE, SOUTHERN CALIFORNIA RADIATION ONCOLOGY, LLC, ACCESS CITY OF HOPE, LLC, AND CITY OF HOPE AUXILIARIES (AUXILIARIES)): FINANCIAL ACCOUNTING STANDARDS BOARD (FASB) ACCOUNTING STANDARDS CODIFICATION TOPIC 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. ASC 740 ALSO PROVIDES GUIDANCE ON DE-RECOGNITION, MEASUREMENT, CLASSIFICATION, INTEREST AND PENALTIES, DISCLOSURE, AND TRANSITION. THE GUIDANCE CONTAINED IN ASC 740 IS APPLICABLE TO PASS-THROUGH ENTITIES AND TAX-EXEMPT ORGANIZATIONS. CITY OF HOPE HAS NO SIGNIFICANT UNCERTAIN TAX POSITIONS OR TAX LIABILITY FOR TAX BENEFITS, INTEREST, OR PENALTIES ACCRUED AT SEPTEMBER 30, 2020 AND 2019.

Schedule F IRS990ScheduleF

Account Activities Outside US AccountActivitiesOutsideUSGrp (8 entries)

RegionRegionTxtType Of Activities ConductedTypeOfActivitiesConductedTxtRegion Total ExpendituresRegionTotalExpendituresAmt
Central America and the CaribbeanInvestments$176,744,299
Central America and the CaribbeanFundraising
East Asia and the PacificFundraising
Europe (Including Iceland and Greenland)Fundraising
North AmericaFundraising
South AmericaFundraising
South AsiaFundraising
Sub-Saharan AfricaFundraising
FieldValueIRS element (for citing)
Subtotal Spent$176,744,299SubtotalSpentAmt
Total Spent$176,744,299TotalSpentAmt
Transfer To Foreign CorpYes (true)TransferToForeignCorpInd
Interest In Foreign TrustfalseInterestInForeignTrustInd
Foreign Corp OwnershipYes (true)ForeignCorpOwnershipInd
Passive Foreign Investmest CoYes (true)PassiveForeignInvestmestCoInd
Foreign PartnershipYes (true)ForeignPartnershipInd
Boycott CountriesfalseBoycottCountriesInd

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferenceSCHEDULE F, PART I, LINE 3FormAndLineReferenceDesc
ExplanationINVESTMENT ACTIVITIES OF THE CITY OF HOPE INCLUDE INVESTMENTS IN MULTIPLE VEHICLES THAT PROVIDE INVESTMENT INCOME AND RETURNS TO THE INSTITUTION TO FURTHER ITS MISSION AND PROGRAMS. AS A RESULT, THERE ARE INVESTMENTS HELD IN OFFSHORE HEDGE FUNDS, MAINLY REGISTERED AS CAYMAN EXEMPTED CORPORATIONS. THESE INVESTMENTS HELP MITIGATE RISK IN THE PORTFOLIO AND REPRESENT APPROXIMATELY 10.57% OF THE CITY OF HOPE'S OVERALL CASH AND INVESTMENT PORTFOLIO. THE CITY OF HOPE'S ALTERNATIVE INVESTMENTS CONSIST OF EQUITY COMMINGLED FUNDS THAT INVEST PRIMARILY IN MARKETABLE SECURITIES AND FUND LIMITED PARTNERSHIPS. VARIOUS STRATEGIES SEEK TO ACHIEVE ATTRACTIVE RISK ADJUSTED RETURNS ACROSS PUBLIC AND PRIVATE EQUITY AND DEBT SECURITIES, DERIVATIVES, PRIVATE COMPANIES, VENTURE CAPITAL, REAL ESTATE, ETC. THESE ALTERNATIVE INVESTMENTS MAY INVEST IN BOTH REGISTERED AND NON-REGISTERED SECURITIES IN THE U.S. AND GLOBALLY, WITH EXPOSURE TO BOTH EMERGING AND DEVELOPED MARKETS. THE CITY OF HOPE'S HEDGE FUND INVESTMENTS CONSIST OF DIRECT AND MULTI-MANAGER "HEDGE FUND OF FUND" INVESTMENTS. STRATEGIES INCLUDE LONG/SHORT EQUITY, LONG/SHORT CREDIT, AND OTHER STRATEGIES. INVESTMENTS IN HEDGE FUNDS HAVE LIMITED LIQUIDITY AND MAY BE SUBJECT TO VARIOUS LOCKUP PERIODS, REDEMPTION FEES, AND NOTICE REQUIREMENTS. HEDGE FUNDS TYPICALLY RESERVE THE RIGHT TO REDUCE OR SUSPEND REDEMPTIONS (GATING EVENT) AND TO SATISFY REDEMPTIONS BY MAKING DISTRIBUTIONS IN KIND, UNDER CERTAIN CIRCUMSTANCES. ADDITIONALLY, HEDGE FUNDS MAY HOLD, DIRECTLY OR INDIRECTLY, SIDE-POCKET INVESTMENTS WHERE NO REDEMPTIONS ARE PERMITTED UNTIL SUCH INVESTMENTS ARE LIQUIDATED OR DEEMED REALIZED. REDEMPTION PERIODS RANGE MONTHLY, QUARTERLY, OR ANNUALLY WITH NOTICE REQUIREMENTS BETWEEN 30 TO 90 DAYS. CITY OF HOPE ALSO INVESTS IN FUND LIMITED PARTNERSHIPS WITH PRIVATE EQUITY LIKE TERMS, INCLUDING CAPITAL CALLS DURING ITS INVESTMENT PERIOD. THESE SELECT FUNDS, WHICH ARE CURRENTLY OPPORTUNISTIC CREDIT STRATEGIES, ARE CLASSIFIED UNDER HEDGE FUNDS. THE CITY OF HOPE'S PRIVATE EQUITY INVESTMENTS CONSIST OF FUND LIMITED PARTNERSHIPS. STRATEGIES INCLUDE BUYOUT, VENTURE/GROWTH CAPITAL, DEBT, AND SECONDARY PRIVATE EQUITY. FUND TERMS ARE TYPICALLY TEN YEARS OR GREATER. CITY OF HOPE MAY NOT WITHDRAW, SELL, ASSIGN, OR TRANSFER ITS INTERESTS IN THESE FUNDS, EXCEPT IN CERTAIN, VERY LIMITED CIRCUMSTANCES, SUBJECT TO CONSENT BY THE GENERAL PARTNERS OF THE FUNDS. ALL OF THESE INVESTMENTS HAVE BEEN INCLUDED IN FORM 990, PART X, LINE 12. CITY OF HOPE DOES NOT HAVE ANY PHYSICAL PRESENCE OR EMPLOYEES OUTSIDE OF THE UNITED STATES. HOWEVER, ITS REPUTATION AS A WORLD CLASS RESEARCH AND TREATMENT FACILITY IS INTERNATIONALLY RECOGNIZED. AS A RESULT OF THIS RECOGNITION, CITY OF HOPE RECEIVES DONATIONS AND GRANTS FROM PERSONS AND CORPORATIONS OUTSIDE OF THE UNITED STATES.ExplanationTxt

Schedule G IRS990ScheduleG

FieldValueIRS element (for citing)
Mail SolicitationsYes (X)MailSolicitationsInd
Email SolicitationsYes (X)EmailSolicitationsInd
Phone SolicitationsYes (X)PhoneSolicitationsInd
In Person SolicitationsYes (X)InPersonSolicitationsInd
Solicitation Of Non Govt GrantsYes (X)SolicitationOfNonGovtGrantsInd
Special Fundraising EventsYes (X)SpecialFundraisingEventsInd
Agrmt Prof Fundraising ActyYes (true)AgrmtProfFundraisingActyInd

Fundraiser Activity Info FundraiserActivityInfoGrp (4 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdActivityActivityTxtFundraiser Control Of FundsFundraiserControlOfFundsIndGross ReceiptsGrossReceiptsAmtRetained By ContractorRetainedByContractorAmtNet To OrganizationNetToOrganizationAmt
CHAPMAN CUBINE ET AL
100 MONTGOMERY STSAN FRANCISCOCA94104EMAIL/MAIL SOLICITSfalse$13,994,987$5,471,919$8,523,068
DONOR SERVICES GROUP
6715 SUNSET BLVDLOS ANGELESCA90028PHONE SOLICITSfalse$20,721$23,795-$3,074
MAL WARWICK ASSOCIATES
2550 NINTH STREETBERKELEYCA94710MAIL/PHONE SOLICITSfalse$0$153,127$0
MARKET SMART LLC
5906 MAIDEN LANEBETHESDAMD20817WEBSITE CONTENTfalse$0$149,389$0
FieldValueIRS element (for citing)
Total Gross Receipts$14,015,708TotalGrossReceiptsAmt
Total Retained By Contractors$5,798,230TotalRetainedByContractorsAmt
Total Net To Organization$8,519,994TotalNetToOrganizationAmt
All StatesAll StatesAllStatesCd

Fundraising Event Information FundraisingEventInformationGrp

FieldValueIRS element (for citing)
Event1WALK4HOPE LAEvent1Nm
Gross Receipts Event1$1,545,215GrossReceiptsEvent1Amt
Charitable Contri Event1$1,545,215CharitableContriEvent1Amt
Event2LBFAC GALAEvent2Nm
Gross Receipts Event2$418,921GrossReceiptsEvent2Amt
Charitable Contri Event2$398,365CharitableContriEvent2Amt
Gross Revenue Event2$20,556GrossRevenueEvent2Amt
Other Events Total21OtherEventsTotalCnt
Gross Receipts Other Events$922,309GrossReceiptsOtherEventsAmt
Charitable Contri Other Events$910,589CharitableContriOtherEventsAmt
Gross Revenue Other Events$11,720GrossRevenueOtherEventsAmt
Rent Fclty Costs Other Events$28,191RentFcltyCostsOtherEventsAmt
Gross Receipts Total$2,886,445GrossReceiptsTotalAmt
Charitable Contributions Tot$2,854,169CharitableContributionsTotAmt
Gross Revenue Total Events$32,276GrossRevenueTotalEventsAmt
Rent Fclty Costs Total Events$28,191RentFcltyCostsTotalEventsAmt
Direct Expense Summary Events$28,191DirectExpenseSummaryEventsAmt
Net Income Summary$4,085NetIncomeSummaryAmt
FieldValueIRS element (for citing)
Explanation If NoSee Part IV.ExplanationIfNoTxt

Persons With Books US Address PersonsWithBooksUSAddress

FieldValueIRS element (for citing)
Address Line11500 EAST DUARTE ROADAddressLine1Txt
CityDUARTECityNm
State AbbreviationCAStateAbbreviationCd
ZIP91010ZIPCd

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
SCHEDULE G, PART I, LINE 2BMARKET SMART LLC PROVIDED CITY OF HOPE WITH DESIGN OF INTERNET WEBSITES AND/OR COLLATERAL MATERIALS RELATED TO PLANNED GIVING AND ESTATE PLANNING OPPORTUNITIES. THERE IS NO MEANINGFUL WAY FOR CITY OF HOPE TO ATTRIBUTE GROSS RECEIPTS FROM DONOR SOURCES TO THESE ACTIVITIES DUE TO THE LONG-TIME HORIZON TYPICALLY ASSOCIATED WITH THESE GIFT GIVING VEHICLES. ADDITIONALLY, INTERNET AND OTHER NEW MEDIA TECHNOLOGIES ARE DIRECTED TOWARD LARGE, HETEROGENEOUS, AND ANONYMOUS AUDIENCES. THE ABILITY TO TRACK WHETHER DONATIONS WERE A RESULT OF THIS TYPE OF MARKETING OUTREACH WOULD BE UNKNOWN TO CITY OF HOPE UNLESS THE DONOR SELF-IDENTIFIED AS HAVING BEEN INFLUENCED BY THIS OUTREACH. CHAPMAN CUBINE ADAMS HUSSEY, LTD. (CCAH) IS A DIRECT RESPONSE FUNDRAISING CONSULTING FIRM WHICH PROVIDED CITY OF HOPE SERVICES DIRECTED TO RAISING FUNDS FROM THE PUBLIC THROUGH DIRECT MAIL, TELEMARKETING AND ONLINE COMMUNICATIONS. CITY OF HOPE ALSO PAID AN ADDITIONAL $2,605,899 TO CCAH TO COVER DIRECT MAILING AND POSTAGE EXPENSES. TOTAL PAYMENT FOR SUCH SERVICES IS REPORTED IN SCHEDULE G, PART I, LINE 2B, COLUMN (V). DONOR SERVICES GROUP AND MAL WARWICK & ASSOCIATES ARE TELEMARKETING FUNDRAISING FIRMS WHICH PROVIDED CITY OF HOPE FUNDRAISING SERVICES FOR SOLICITING CONTRIBUTIONS FROM THE PUBLIC.
Schedule G, Part II, Line 9, Column (A)DUE TO THE IMPACT OF THE COVID-19 PANDEMIC THAT BEGAN IN MARCH 2020, CITY OF HOPE CANCELED ALL IN-PERSON EVENTS. EVENTS THAT COULD BE MOVED TO A VIRTUAL FORMAT WERE REDESIGNED TO MAINTAIN THE IMPORTANT CONNECTION WITH OUR STRONG DONOR BASE.

Schedule I IRS990ScheduleI

FieldValueIRS element (for citing)
Grant Records MaintainedYes (true)GrantRecordsMaintainedInd

Recipient Table RecipientTable (3 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdRecipient EINRecipientEINIRC SectionIRCSectionDescCash GrantCashGrantAmtNon Cash AssistanceNonCashAssistanceAmtPurpose Of GrantPurposeOfGrantTxt
CITY OF HOPE NATIONAL MEDICAL CENTER
1500 E DUARTE ROADDUARTECA91010951683875501(c)(3)$21,046,144$0SEE PART IV
BECKMAN RESEARCH INSTITUTE OF THE COH
1450 E DUARTE ROADDUARTECA91010953432210501(c)(3)$112,967,608$0SEE PART IV
THE TRANSLATIONAL GENOMICS RESEARCH INST
445 N 5TH STREETPHOENIXAZ85004753065445501(c)(3)$25,079,754$0SEE PART IV
FieldValueIRS element (for citing)
Total501c3 Org3Total501c3OrgCnt

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferenceSCHEDULE I, PART I, LINE 2FormAndLineReferenceDesc
ExplanationCITY OF HOPE EXISTS TO FINANCIALLY SUPPORT ITS OPERATING SUBSIDIARY ORGANIZATIONS, THE CITY OF HOPE NATIONAL MEDICAL CENTER, THE CITY OF HOPE MEDICAL FOUNDATION, THE BECKMAN RESEARCH INSTITUTE OF THE CITY OF HOPE, ACCESS CITY OF HOPE, LLC, AND THE TRANSLATIONAL GENOMICS RESEARCH INSTITUTE IN FURTHERING INNOVATIVE RESEARCH AND CANCER TREATMENT. CITY OF HOPE IS THE SOLE CORPORATE MEMBER OF THESE SUBSIDIARY ORGANIZATIONS AND MONITORS THEIR ACTIVITIES TO ENSURE THEY ARE FULFILLING THEIR PATIENT CARE AND RESEARCH MISSIONS AND TO ENSURE THEY ARE OPERATING IN ACCORDANCE WITH THE FUNDRAISING AND GRANT MAKING ACTIVITIES OF CITY OF HOPE.ExplanationTxt

Schedule J IRS990ScheduleJ

FieldValueIRS element (for citing)
First Class Or Charter TravelYes (X)FirstClassOrCharterTravelInd
Written Policy Ref T And E ExpnssYes (true)WrittenPolicyRefTAndEExpnssInd
Substantiation RequiredYes (true)SubstantiationRequiredInd
Compensation CommitteeYes (X)CompensationCommitteeInd
Independent ConsultantYes (X)IndependentConsultantInd
Form990 Of Other OrganizationsYes (X)Form990OfOtherOrganizationsInd
Written Employment ContractYes (X)WrittenEmploymentContractInd
Compensation SurveyYes (X)CompensationSurveyInd
Board Or Committee ApprovalYes (X)BoardOrCommitteeApprovalInd
Severance PaymentfalseSeverancePaymentInd
Supplemental Nonqual Rtr PlanYes (true)SupplementalNonqualRtrPlanInd
Equity Based Comp ArrngmfalseEquityBasedCompArrngmInd
Comp Based On Revenue Of Flng OrgfalseCompBasedOnRevenueOfFlngOrgInd
Comp Bsd On Rev Related OrgsfalseCompBsdOnRevRelatedOrgsInd
Comp Bsd Net Earns Flng OrgfalseCompBsdNetEarnsFlngOrgInd
Comp Bsd Net Earns Rltd OrgsfalseCompBsdNetEarnsRltdOrgsInd
Any Non Fixed PaymentsYes (true)AnyNonFixedPaymentsInd
Initial Contract ExceptionfalseInitialContractExceptionInd

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (15 entries)

TitleTitleTxtBase Compensation Filing OrgBaseCompensationFilingOrgAmtCompensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmtBonus Filing OrganizationBonusFilingOrganizationAmountBonus Related OrganizationsBonusRelatedOrganizationsAmtOther Compensation Filing OrgOtherCompensationFilingOrgAmtOther Compensation Rltd OrgsOtherCompensationRltdOrgsAmtDeferred Compensation Flng OrgDeferredCompensationFlngOrgAmtDeferred Comp Rltd OrgsDeferredCompRltdOrgsAmtNontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmtNontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmtTotal Compensation Filing OrgTotalCompensationFilingOrgAmtTotal Compensation Rltd OrgsTotalCompensationRltdOrgsAmtComp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmtComp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt
Robert W Stone
President/CEO$514,925$956,289$740,947$1,376,045$45,274$84,079$163,864$304,320$13,800$25,628$1,478,810$2,746,361$139,125$258,375
HARLAN LEVINE MD
PRES STRATEGY & BUS VENTURES$282,558$659,303$260,367$607,522$27,256$63,598$71,160$166,039$12,150$28,350$653,491$1,524,812$60,315$140,735
Steven T Rosen MD
PROVOST, CANCER CTR DIRECTOR$132,430$750,436$119,865$679,234$16,650$94,352$32,338$183,248$4,463$25,292$305,746$1,732,562$28,950$164,050
Annette Walker
President COH OC Cancer Ctr$842,904$0$683,136$0$26,608$0$231,846$0$37,775$0$1,822,269$0$0$0
Debra F Fields
EVP Chief Transformation Off$157,257$471,769$151,306$453,919$12,145$36,433$41,817$125,452$11,963$35,887$374,488$1,123,460$33,881$101,644
Jennifer Parkhurst
CFO/Treasurer$181,818$545,454$99,246$297,738$1,717$5,150$76,014$228,041$11,536$34,608$370,331$1,110,991$0$0
JEFFREY WALKER
COO/Assistant Secretary$176,199$528,595$88,024$264,070$13,396$40,187$49,229$147,687$9,637$28,911$336,485$1,009,450$0$0
Gregory Schetina
General Counsel/Secretary$131,097$393,289$122,638$367,912$11,415$34,245$36,320$108,960$12,526$37,576$313,996$941,982$29,553$88,657
Kristin Bertell
CHIEF PHIL OFF/ASST SECRETARY$510,120$90,021$343,492$60,616$48,314$8,526$124,306$21,936$36,947$6,520$1,063,179$187,619$98,218$17,332
Kety Duron
Chief HR & Diversity Officer$111,627$334,882$102,283$306,849$33,485$100,456$27,698$83,092$11,000$33,001$286,093$858,280$0$0
Mark Hulse
Chief Digital Officer$137,271$411,811$74,054$222,162$3,861$11,583$56,431$169,294$6,151$18,453$277,768$833,303$0$0
CORNELIS VAN DEN BERG
Former Officer$116,602$349,804$46,628$139,883$11,108$33,325$7,053$21,160$6,499$19,497$187,890$563,669$0$0
Jonathan Reuter
VP Facilities & Construction$37,634$338,710$10,513$94,615$1,368$12,312$2,268$20,416$3,601$32,407$55,384$498,460$0$0
Donald Matthewson
Assistant Treasurer$83,505$250,514$30,040$90,121$586$1,757$7,676$23,027$4,145$12,435$125,952$377,854$0$0
Nathan C Chapelle
Former Officer$62,478$0$0$0$59,684$0$0$0$0$0$122,162$0$0$0

Supplemental Information Detail SupplementalInformationDetail (3 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
SCHEDULE J, PART I, LINE 1ATHE CITY OF HOPE PERMITS FIRST CLASS TRAVEL FOR CERTAIN OFFICERS, DIRECTORS, AND KEY EXECUTIVES IN LIMITED CIRCUMSTANCES WHEN SPECIFIED TRAVEL CRITERIA ARE MET.
SCHEDULE J, PART I, LINE 4BTHE CITY OF HOPE HAS A NON-QUALIFIED SECTION 457(F) EXECUTIVE SUPPLEMENTAL ACCUMULATION PLAN THAT IS DESIGNED AND MAINTAINED TO PROVIDE A SELECT GROUP OF MANAGEMENT OR HIGHLY COMPENSATED EMPLOYEES WITH DEFERRED COMPENSATION. THE PLAN VESTS AFTER THREE (3) FISCAL YEARS OF SERVICE AND THE VESTED TOTALS ARE INCLUDED IN SCHEDULE J, PART II, COLUMN B (III). PRIOR TO VESTING, THE ANNUAL AMOUNTS ARE INCLUDED IN SCHEDULE J, PART II, COLUMN C. PURSUANT TO THE PLAN DOCUMENT, VESTED PARTICIPANTS ARE ENTITLED TO WITHDRAW FROM THEIR VESTED ACCOUNT AN AMOUNT EQUAL TO THE FEDERAL, STATE, LOCAL AND FICA TAXES THEY OWE. THESE AMOUNTS ARE REMITTED TO THE APPROPRIATE TAXING AUTHORITIES ON BEHALF OF THE PARTICIPANTS. DURING CALENDAR YEAR 2019 THE FOLLOWING INDIVIDUALS WITHDREW THE REFERENCED AMOUNTS TO COVER SUCH TAXES: KRISTEN BERTELL $15,926 CORNELIS VAN DEN BERG $11,129 DEBRA F. FIELDS $11,921 STEVEN ROSEN $22,092 GREGORY SCHETINA $ 9,352 ROBERT W. STONE $34,762 THESE AMOUNTS HAVE BEEN INCLUDED IN THE PARTICIPANTS INCOME ON SCHEDULE J, PART II, COLUMN B(III).
SCHEDULE J, PART I, LINE 7THE CITY OF HOPE'S EXECUTIVES AND SOME KEY EMPLOYEES ARE ELIGIBLE TO RECEIVE INCENTIVE COMPENSATION UNDER AN ANNUAL INCENTIVE PLAN (AIP) TIED TO THREE (3) KEY PERFORMANCE INDICATORS AND TWO OR MORE INDIVIDUAL OBJECTIVES. THE KEY PERFORMANCE INDICATORS REFLECT KEY AREAS OF STRATEGIC FOCUS AND THE EXEMPT HEALTHCARE MISSION OF THE CITY OF HOPE AND AFFILIATES AND ARE BOTH FINANCIAL AND NON-FINANCIAL. THE POTENTIAL INCENTIVE COMPENSATION IS BASED ON A WEIGHTED AVERAGE AMONG ALL INDICATORS AND IS PAID AS A PERCENTAGE OF EACH INDIVIDUAL PARTICIPANT'S BASE COMPENSATION. THE KEY INDICATORS ARE WEIGHTED AT 50% AND THE INDIVIDUAL OBJECTIVES ARE WEIGHTED AT 50%. THE AIP IS UNDER THE CONTROL OF AND ADMINISTERED BY THE INDEPENDENT DIRECTORS SERVING ON THE EXECUTIVE COMPENSATION AND GOVERNANCE COMMITTEE. TO BE ELIGIBLE, THE PARTICIPANTS IN THE AIP MUST BE EMPLOYED BY THE CITY OF HOPE AT THE TIME OF THE INCENTIVE PLAN PAYMENT, AND BE MEETING OR EXCEEDING PERFORMANCE EXPECTATIONS. CITY OF HOPE MAY IN ITS DISCRETION CANCEL ALL OR A PORTION OF ANY INCENTIVE PLAN PAYMENT OR AWARD TO ANY PARTICIPANT, WHETHER BEFORE OR FOLLOWING PAYMENT OF SUCH AWARD, SUBJECT TO COMPLIANCE WITH APPLICABLE LAW, UNDER THESE CIRCUMSTANCES (CANCELLATION POLICY): A) AN INCENTIVE PLAN PAYMENT OR AWARD IS MADE FOR A FISCAL PERIOD AND CITY OF HOPE SUBSEQUENTLY RESTATES OR OTHERWISE ADJUSTS THE ANNUAL PERFORMANCE MEASUREMENT CALCULATION IN A MANNER THAT WOULD REDUCE THE SIZE OF THE AWARD OR PAYMENT, OR; B) AN INCENTIVE PLAN PAYMENT OR AWARD IS MADE FOR A FISCAL PERIOD AND CITY OF HOPE SUBSEQUENTLY DETERMINES THAT ONE OF MORE OF THE ANNUAL PERFORMANCE MEASUREMENT CALCULATIONS ON WHICH THE AWARD IS BASED OR IS PAID ARE MATERIALLY INACCURATE. THE AIP INCENTIVE COMPENSATION EARNED FOR FISCAL YEAR 2019 WAS PAID IN CALENDAR YEAR 2019 AND THESE AMOUNTS HAVE BEEN REPORTED IN SCHEDULE J, PART II, COLUMN B(II). THE CITY OF HOPE ALSO HAS AN EXECUTIVE LONG-TERM INCENTIVE PLAN (LTI) FOR CERTAIN EXECUTIVES THAT IS DESIGNED TO DRIVE LONG-TERM ORGANIZATIONAL PERFORMANCE AND TRANSFORMATION BY ALIGNING EXECUTIVES WITH THE MULTI-YEAR STRATEGIC PLAN AND INCENTIVIZING THEM FOR ACHIEVING KEY ORGANIZATIONAL AND STRATEGIC OBJECTIVES AND GOALS. WITH THREE-YEAR VESTING PERIODS, THE LTI ALSO PROVIDES A MEANS FOR RETAINING KEY EXECUTIVE TALENT. THE PERFORMANCE PERIOD OF THE PLAN (CYCLE 5) RUNS FROM OCTOBER 1, 2016 THROUGH SEPTEMBER 30, 2019 WITH A NEW THREE-YEAR PERFORMANCE PERIOD BEGINNING EACH OCTOBER 1 THEREAFTER (E.G., CYCLE 6 RUNS FROM OCTOBER 1, 2017 THROUGH SEPTEMBER 30, 2020). TO BE ELIGIBLE TO PARTICIPATE IN ANY PAYOUT UNDER THE LTI, PARTICIPANTS MUST BE ACTIVELY EMPLOYED BY THE CITY OF HOPE AT THE TIME OF THE INCENTIVE PLAN PAYMENT, AND BE MEETING OR EXCEEDING PERFORMANCE EXPECTATIONS. WHILE THE LTI DOES MEET THE REQUIREMENTS FOR A SUBSTANTIAL RISK OF FORFEITURE, AS OF THE CALENDAR YEAR ENDING DECEMBER 31, 2019, THE POTENTIAL LTI AMOUNTS HAVE BEEN ESTIMATED AND ACCRUED DURING THE CURRENT TAX YEAR AND ARE REPORTED AS DEFERRED COMPENSATION TO THE PLAN PARTICIPANTS IN SCHEDULE J, PART II, COLUMN C. THE LTI IS SUBJECT TO THE SAME CANCELLATION POLICY AS THE AIP DESCRIBED ABOVE. PARTICIPANTS WHO MET THE ELIGIBILITY CRITERIA RECEIVED PAYOUT OF PLAN CYCLE 5 LTI INCENTIVES (OCTOBER 1, 2016 THROUGH SEPTEMBER 30, 2019) IN DECEMBER 2019. THESE AMOUNTS HAVE BEEN REFLECTED IN SCHEDULE J, PART II, COLUMN B(II).

Schedule M IRS990ScheduleM

FieldValueIRS element (for citing)
Works Of ArtWorksOfArtGrp
Art Historical TreasuresArtHistoricalTreasuresGrp
Art Fractional InterestArtFractionalInterestGrp
Books And PublicationsBooksAndPublicationsGrp

Clothing And Household Goods ClothingAndHouseholdGoodsGrp

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
Noncash Contributions Rpt F990$1,060,723NoncashContributionsRptF990Amt
Method Of Determining RevenuesMARKET VALUEMethodOfDeterminingRevenuesTxt
FieldValueIRS element (for citing)
Cars And Other VehiclesCarsAndOtherVehiclesGrp
Boats And PlanesBoatsAndPlanesGrp
Intellectual PropertyIntellectualPropertyGrp

Securities Publicly Traded SecuritiesPubliclyTradedGrp

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
Contribution108ContributionCnt
Noncash Contributions Rpt F990$2,863,313NoncashContributionsRptF990Amt
Method Of Determining RevenuesMARKET VALUEMethodOfDeterminingRevenuesTxt
FieldValueIRS element (for citing)
Securities Closely Held StockSecuritiesCloselyHeldStockGrp
Secur Prtnrshp Trust IntrstsSecurPrtnrshpTrustIntrstsGrp
Securities MiscellaneousSecuritiesMiscellaneousGrp
Qualified Contrib Hist StructQualifiedContribHistStructGrp
Qualified Contrib OtherQualifiedContribOtherGrp

Real Estate Residential RealEstateResidentialGrp

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
Contribution1ContributionCnt
Noncash Contributions Rpt F990$49,000NoncashContributionsRptF990Amt
Method Of Determining RevenuesMARKET VALUEMethodOfDeterminingRevenuesTxt
FieldValueIRS element (for citing)
Real Estate CommercialRealEstateCommercialGrp
Real Estate OtherRealEstateOtherGrp
CollectiblesCollectiblesGrp

Food Inventory FoodInventoryGrp

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
Contribution11ContributionCnt
Noncash Contributions Rpt F990$16,251NoncashContributionsRptF990Amt
Method Of Determining RevenuesMARKET VALUEMethodOfDeterminingRevenuesTxt

Drugs And Medical Supplies DrugsAndMedicalSuppliesGrp

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
Contribution127ContributionCnt
Noncash Contributions Rpt F990$1,529,932NoncashContributionsRptF990Amt
Method Of Determining RevenuesMARKET VALUEMethodOfDeterminingRevenuesTxt
FieldValueIRS element (for citing)
TaxidermyTaxidermyGrp
Historical ArtifactsHistoricalArtifactsGrp
Scientific SpecimensScientificSpecimensGrp
Archaeological ArtifactsArchaeologicalArtifactsGrp
Any Property That Must Be HeldfalseAnyPropertyThatMustBeHeldInd
Review Process Unusual NC GiftsYes (true)ReviewProcessUnusualNCGiftsInd
Third Parties UsedYes (true)ThirdPartiesUsedInd

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
SCHEDULE M, PART I, COLUMN BLINE 9-SECURITIES, LINE 15-REAL ESTATE-RESIDENTIAL, LINE 19-FOOD INVENTORY AND LINE 20 DRUGS AND MEDICAL SUPPLIES ARE ALL REPORTED AS NUMBER OF ITEMS CONTRIBUTED.
SCHEDULE M, PART I, LINE 32BCITY OF HOPE USES THIRD PARTY REAL ESTATE BROKERS AND AGENTS TO ASSIST IN THE SALE OF DONATED REAL ESTATE. THIRD PARTY ACTIVITIES ARE MONITORED CLOSELY THROUGH CITY OF HOPE CORPORATE REAL ESTATE STAFF. SELECTION OF THIRD PARTIES IS DONE THROUGH INTERVIEWS OF SEVERAL QUALIFIED INDIVIDUALS OR FIRMS AND SELECTIONS ARE BASED ON QUALIFICATIONS, SUCH AS SKILL, KNOWLEDGE, EXPERIENCE, EDUCATION, LICENSURE, CERTIFICATIONS, ETC. BACKGROUND AND REFERENCE CHECKS ARE CONDUCTED ON THE SELECTED THIRD PARTY. ADDITIONALLY, SELECTION IS BASED ON COST AND WE REQUEST THIRD PARTIES TO DISCOUNT STANDARD COMMISSIONS, FEES AND COSTS ASSOCIATED WITH THE SERVICES THEY PROVIDE.

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (10 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990, PART I, LINE 6THE PHILANTHROPIC SPIRIT OF THOUSANDS OF VOLUNTEERS NATIONWIDE MAKES IT POSSIBLE FOR CITY OF HOPE AND AFFILIATES TO CONTINUE ITS LIFE-SAVING WORK. THIS 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 INFORMATION RETURNS OR THE AUDITED FINANCIAL STATEMENTS SINCE IT IS NOT SUSCEPTIBLE TO OBJECTIVE MEASUREMENT OR VALUATION. FORM 990, PART III, LINE 1 - CONTINUATION CITY OF HOPE, AN INNOVATIVE BIOMEDICAL RESEARCH, TREATMENT AND EDUCATIONAL INSTITUTION, ACCOMPLISHES THIS DIRECTLY OR INDIRECTLY THROUGH ONE OR MORE SUBSIDIARIES OR AFFILIATES THAT WERE FORMED TO RAISE FUNDS IN SUPPORT OF OUTSTANDING PATIENT CARE, TO CONDUCT INNOVATIVE RESEARCH AND THE OFFERING OF VITAL EDUCATION PROGRAMS FOCUSED ON RAISING AWARENESS AND ELIMINATING DISEASES. CITY OF HOPE COLLECTIVELY REFERS TO CITY OF HOPE, CITY OF HOPE AUXILIARIES (AUXILIARIES), CITY OF HOPE NATIONAL MEDICAL CENTER, CITY OF HOPE MEDICAL FOUNDATION, THE BECKMAN RESEARCH INSTITUTE OF THE CITY OF HOPE, SOUTHERN CALIFORNIA RADIATION ONCOLOGY LLC, ACCESS CITY OF HOPE LLC, AND THE TRANSLATIONAL GENOMICS RESEARCH INSTITUTE. FOUNDED IN 1913, CITY OF HOPE HAS BEEN DESIGNATED BY THE NATIONAL CANCER INSTITUTE AS A COMPREHENSIVE CANCER CENTER. OUR ROLE AS LEADERS IN PATIENT CARE, BASIC AND CLINICAL RESEARCH, AND THE TRANSLATION OF SCIENCE INTO TANGIBLE BENEFIT IS WIDELY ACKNOWLEDGED. OUR COMMUNITY INCLUDES RESEARCH ASSOCIATES, SCIENTISTS, DOCTORS, NURSES, ALLIED HEALTH PROFESSIONALS, GRADUATE STUDENTS, FUNDRAISING SPECIALISTS, MARKETING PROFESSIONALS, VOLUNTEERS AND EXTENSIVE OTHER SUPPORT STAFF. WE ARE UNITED BY OUR DESIRE TO FIND CURES, SAVE LIVES AND TRANSFORM THE FUTURE OF HEALTH. EVERY DISCOVERY WE MAKE AND EVERY NEW TREATMENT WE CREATE GIVES PEOPLE THE CHANCE TO LIVE LONGER, BETTER AND MORE FULLY. CITY OF HOPE CONTINUES TO BE A PIONEER OF PATIENT-CENTERED CARE AND REMAINS COMMITTED TO ITS TRADITION OF EXCEPTIONAL CARE FOR PATIENTS, FAMILIES AND COMMUNITIES AND IS SUPPORTED BY A NATIONAL FOUNDATION OF PHILANTHROPY.
FORM 990, PART III, LINE 2On August 20, 2019, the Board of Directors of City of Hope authorized the formation of Access City of Hope (AccessHope). AccessHope, a Delaware single-member limited liability company, is a wholly owned subsidiary of City of Hope and is dedicated to serving employers and their health care partners by providing access to City of Hope's exceptional cancer expertise. By connecting cancer patients and their families with expertise from a National Cancer Institute-designated comprehensive cancer center, AccessHope is sharing the latest discoveries in cancer care and working with local oncologists to help develop precise plans for treatment. The company brings the vast expertise of major medical centers to people near and far, without their needing to switch doctors or leave home. AccessHope partners with employers to provide their employees with cancer information and expert clinical decision support. AccessHope integrates with an employer's other health care partners, including health plans, third-party administrators and pharmacy benefit managers to provide services. Recognizing the central role of the community oncologist, AccessHope offers collaborative support that is informed by leading-edge research, diagnosis and treatment plan consultation, recommendations on possible clinical trials, precision medicine guidance and other best practices. AccessHope has designed and offers a suite of cancer support services that include: Accountable Precision Oncology (APO) - a first-of-its-kind program that helps patients toward the right treatment path. APO uses a proprietary algorithm of ICD10 and Rx condition triggers to target the top 20% of cancers that are most vulnerable to care mismatches in the treatment plan, are the most complicated/complex, and will be most positively impacted with respect to outcomes and cost savings by early and effective intervention. Expert Advisory Review (EAR) - after a cancer diagnosis, patients can contact AccessHope to request a review of their medical record from an expert to evaluate the therapeutic approach. When needed, AccessHope's expert can work with an employee's local physician to provide input on a clinically appropriate treatment plan - with the goal of achieving optimal outcomes without the patient ever needing to travel for care. Cancer Support Team - Experienced oncology nurses are available to speak with patients and their families. Nurses can help patients understand their specific type of cancer, prepare for their first appointment with an oncologist, and provide emotional support and direction to trusted informational materials.
FORM 990, PART V, LINE 1BCITY OF HOPE ISSUES FORMS W-2G IN ACCORDANCE WITH REQUIREMENTS SET FORTH IN INTERNAL REVENUE SERVICE REGULATIONS. THE FORMS W-2G THAT ARE ISSUED BY CITY OF HOPE INCLUDE THOSE ISSUED TO PERSONS WHO WERE AWARDED PRIZES THROUGH RAFFLE OR OTHER DRAWING ACTIVITIES THAT TOOK PLACE THROUGH THE AUXILIARY NETWORK, FOR WHICH A SEPARATE 990 IS FILED UNDER THE NAME "CITY OF HOPE GROUP RETURN" FEIN - 02-0765554.
FORM 990, PART V, LINE 2AMOST OF CITY OF HOPE OFFICERS AND KEY EMPLOYEES, AS WELL AS A FEW OF ITS HIGHEST COMPENSATED EMPLOYEES, PROVIDE SERVICES TO MORE THAN ONE CITY OF HOPE ENTITY, AND MANY OF THEM PROVIDE SERVICES TO ALL OF THE ENTITIES. FOR A NUMBER OF THESE CONCURRENTLY EMPLOYED INDIVIDUALS, THE ENTITIES HAVE DESIGNATED THE MEDICAL CENTER AS A "COMMON PAYMASTER" DEFINED IN SECTION 3121(S) OF THE INTERNAL REVENUE CODE. CITY OF HOPE REPORTS THESE CONCURRENT EMPLOYEES' TIME, EFFORT AND COMPENSATION ON THE INFORMATION RETURNS OF THE CITY OF HOPE ENTITIES BASED ON THE INDIVIDUAL'S ESTIMATE OF THEIR TIME SPENT IN AND FOR EACH ENTITY. AS "COMMON PAYMASTER", THE MEDICAL CENTER ISSUES EACH OF THESE EMPLOYEES A SINGLE COMBINED PAYCHECK AND ONE FORM W-2.
FORM 990, PART VI, SECTION A, LINE 2SUZANNE VAUTRINOT AND RONALD SARGENT HAVE A BUSINESS RELATIONSHIP.
FORM 990, PART VI, SECTION B, LINE 11BA COPY OF THE FORM 990 IS REVIEWED BY THE RISK, AUDIT AND COMPLIANCE COMMITTEE OF THE BOARD OF DIRECTORS OF CITY OF HOPE, WHICH ASSISTS THE BOARD IN FULFILLING ITS RESPONSIBILITIES REGARDING FINANCIAL, ACCOUNTING, AND CORPORATE COMPLIANCE MATTERS OF THE CITY OF HOPE. THE FORM 990 IS PREPARED BY EY, AN EXTERNAL ACCOUNTING FIRM, AND IS REVIEWED THOROUGHLY WITH INTERNAL LEADERSHIP AND BY RETAINED OUTSIDE TAX COUNSEL. PRIOR TO FILING, THE CITY OF HOPE FORM 990 IS MADE AVAILABLE TO VOTING MEMBERS OF THE CITY OF HOPE BOARD OF DIRECTORS FOR REVIEW. CITY OF HOPE IS THE SOLE CORPORATE MEMBER OF THE CITY OF HOPE NATIONAL MEDICAL CENTER, THE CITY OF HOPE MEDICAL FOUNDATION, ACCESS CITY OF HOPE, LLC, THE BECKMAN RESEARCH INSTITUTE OF THE CITY OF HOPE AND THE TRANSLATIONAL GENOMICS RESEARCH INSTITUTE.
FORM 990, PART VI, SECTION B, LINE 12CALL EMPLOYEES OF CITY OF HOPE AND AFFILIATES, BOARD OF DIRECTORS MEMBERS, BOARD COMMITTEE MEMBERS AND RESEARCH TEAM MEMBERS ARE COVERED BY CITY OF HOPE'S APPLICABLE CONFLICT OF INTEREST POLICIES. DETERMINATIONS AS TO WHETHER A CONFLICT OF INTEREST EXISTS AND REVIEW OF CONFLICT DISCLOSURES ARE MADE BY THE GENERAL COUNSEL AND CHIEF ETHICS AND COMPLIANCE OFFICER AND, AS APPLICABLE, THE CHAIR OF THE BOARD OR THE CONFLICT OF INTEREST AND COMMITMENT COMMITTEE, BASED UP ON THE CLASSIFICATION OF PERSON MAKING THE DISCLOSURE. RESTRICTIONS IMPOSED ON PERSONS WITH A CONFLICT VARY, BASED UPON THE FACTS, AND 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 BUSINESS TRANSACTIONS (E.G., PURCHASING DECISIONS); PROHIBITION FROM PARTICIPATING AS A PRINCIPAL INVESTIGATOR IN RESEARCH; AND DISCLOSURE OF FINANCIAL INTEREST IN RESEARCH STUDY INFORMED CONSENT FORMS AND PUBLICATIONS. MONITORING FOR CONFLICTS OF INTEREST IS DONE THROUGH REQUIRED DISCLOSURES AND UPDATES BY PERSONS COVERED BY THE ORGANIZATION'S CONFLICT OF INTEREST POLICIES. 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 15BTHE EXECUTIVE COMPENSATION AND GOVERNANCE COMMITTEE OF THE CITY OF HOPE BOARD OF DIRECTORS ("COMMITTEE"), PURSUANT TO A DELEGATION OF AUTHORITY FROM THE CITY OF HOPE BOARD OF DIRECTORS, IS RESPONSIBLE FOR SETTING THE COMPENSATION OF THE PRESIDENT AND CEO AND COMPENSATION RANGES FOR CERTAIN OTHER SENIOR EXECUTIVES. THE DIRECTORS ON THIS COMMITTEE ARE INDEPENDENT AND ADHERE TO A STRICT CONFLICT OF INTEREST POLICY. 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, THIRD-PARTY COMPENSATION CONSULTANT WITH RESPECT TO EXECUTIVE COMPENSATION, INCLUDING REVIEW OF COMPARABLE AND BENCHMARK DATA, CURRENT COMPENSATION PHILOSOPHY, STRUCTURE, AND ADMINISTRATION OF THE EXECUTIVE COMPENSATION PROGRAMS AT CITY OF HOPE AND AFFILIATES. THE COMMITTEE CARRIES OUT THE BOARD OF DIRECTORS' OVERALL RESPONSIBILITIES RELATING TO EXECUTIVE COMPENSATION. THE EXECUTIVE COMPENSATION PHILOSOPHY IS DESIGNED TO ASSIST IN ATTRACTING AND RETAINING THE CALIBER OF EXECUTIVE LEADERSHIP REQUIRED TO ENABLE CITY OF HOPE TO ACHIEVE THE HIGHEST LEVELS OF COMMUNITY BENEFIT, IMPACT TO CLINICAL CARE, QUALITY RESEARCH AND EFFICIENT PHILANTHROPIC DEVELOPMENT. THE COMMITTEE TARGETS THE 75TH PERCENTILE OF TOTAL CASH COMPENSATION OF THE MARKET IN WHICH CITY OF HOPE COMPETES FOR EXECUTIVES. UNDER THE AIP AND LTI DESCRIBED IN SCHEDULE J, A SUBSTANTIAL PORTION OF EXECUTIVE COMPENSATION IS LINKED DIRECTLY TO PERFORMANCE GOALS APPROVED IN ADVANCE. AS A RESULT, PERFORMANCE COMPENSATION MAY VARY FROM YEAR TO YEAR. GOAL SETTING UNDER THE AIP IS TIED TO ANNUAL PERFORMANCE, INCLUDING THE ATTAINMENT OF SPECIFIC BUSINESS OBJECTIVES FOR STRATEGIC AND FINANCIAL PERFORMANCE AS WELL AS NON-FINANCIAL MEASURES SUCH AS PATIENT SATISFACTION AND QUALITY OF PATIENT CARE. THE LTI IS DESIGNED TO DRIVE LONG-TERM ORGANIZATIONAL PERFORMANCE AND TRANSFORMATION BY ALIGNING EXECUTIVES WITH THE MULTI-YEAR STRATEGIC PLAN AND INCENTIVIZING THEM TO ACHIEVE KEY ORGANIZATIONAL AND STRATEGIC OBJECTIVES AND GOALS. WITH THREE-YEAR VESTING PERIODS, THE LTI ALSO PROVIDES A MEANS FOR RETAINING KEY EXECUTIVE TALENT. THE COMMITTEE CONDUCTS ANNUAL COMPENSATION REVIEWS FOR EXECUTIVES AND CERTAIN KEY EMPLOYEES AND THIS WAS LAST COMPLETED ON DECEMBER 11, 2020. THE COMPENSATION PROGRAMS AND PAY POSITIONING FOR ALL OFFICERS AND KEY EMPLOYEES LISTED ON FORM 990, PART VII, AT THE SVP OR EQUIVALENT LEVEL AND ABOVE ARE REVIEWED BY THIS COMMITTEE.
FORM 990, PART VI, SECTION C, LINE 19THE CITY OF HOPE'S ARTICLES OF INCORPORATION ARE AVAILABLE TO THE PUBLIC FROM THE SECRETARY OF STATE. CITY OF HOPE'S CONSOLIDATED AUDITED FINANCIAL STATEMENTS ARE AVAILABLE ON THE CITY OF HOPE WEBSITE, AND ITS CONFLICT OF INTEREST POLICIES ARE AVAILABLE BY WRITTEN REQUEST MADE TO THE CONFLICT OF INTEREST MANAGER. THE CITY OF HOPE'S BYLAWS ARE NOT MADE AVAILABLE TO THE PUBLIC.
FORM 990, PART VII, COLUMN (B)FULL TIME EXEMPT EMPLOYEES GENERALLY WORK IN EXCESS OF 40 HOURS PER WEEK, WHICH HAS BEEN REFLECTED IN PART VII BY AN ESTIMATE OF 60 HOURS HER WEEK. THE MEMBERS OF THE BOARD OF DIRECTORS ARE NOT COMPENSATED FOR SERVING ON THE BOARD. THE HOURS WORKED FOR EACH DIRECTOR IS AN ESTIMATE OF THE TIME SPENT PREPARING FOR AND ATTENDING MEETINGS OF THE BOARD OF DIRECTORS. THE BOARD OF DIRECTORS HELD FIVE REGULARLY SCHEDULED MEETING DURING FISCAL YEAR 2020. THE RISK, AUDIT AND COMPLIANCE COMMITTEE HELD 5 REGULARLY SCHEDULED MEETINGS IN FISCAL YEAR 2020.

Schedule R IRS990ScheduleR

Id Disregarded Entities IdDisregardedEntitiesGrp

Disregarded Entity Name DisregardedEntityName

FieldValueIRS element (for citing)
Business Name Line1ACCESS CITY OF HOPE LLCBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line11500 EAST DUARTE ROADAddressLine1Txt
CityDUARTECityNm
State AbbreviationCAStateAbbreviationCd
ZIP91010ZIPCd
FieldValueIRS element (for citing)
EIN842818450EIN
Primary ActivitiesONCOLOGY SPPTPrimaryActivitiesTxt
Legal Domicile StateDELegalDomicileStateCd
Total Income$2,900,070TotalIncomeAmt
End Of Year Assets$27,269,531EndOfYearAssetsAmt

Direct Controlling Entity Name DirectControllingEntityName

FieldValueIRS element (for citing)
Business Name Line1CITY OF HOPEBusinessNameLine1Txt

Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (5 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdEINEINPrimary ActivitiesPrimaryActivitiesTxtLegal Domicile StateLegalDomicileStateCdExempt Code SectionExemptCodeSectionTxtPublic Charity StatusPublicCharityStatusTxtBusiness Name Line1DirectControllingEntityName/BusinessNameLine1TxtControlled OrganizationControlledOrganizationInd
CITY OF HOPE NATIONAL MEDICAL CENTER
1500 EAST DUARTE ROADDUARTECA91010951683875HOSPITALCA501(C)(3)3City of HopeYes (true)
BECKMAN RESEARCH INSTITUTE
1450 EAST DUARTE ROADDUARTECA91010953432210RESEARCHCA501(C)(3)4City of HopeYes (true)
CITY OF HOPE MEDICAL FOUNDATION
1500 E Duarte RoadDuarteCA91010274803222HealthcareCA501(C)(3)3City of HopeYes (true)
THE TRANSLATIONAL GENOMIC RESEARCH INST
445 N 5TH STREET SUITE 600PHOENIXAZ85004753065445RESEARCHAZ501(C)(3)7CITY OF HOPEYes (true)
TGEN RESEARCH INSTITUTE FOUNDATION
445 N 5TH STREET SUITE 600PHOENIXAZ85004331092191FUNDRAISINGAZ501(C)(3)7TGENYes (true)

Id Related Org Txbl Partnership IdRelatedOrgTxblPartnershipGrp

Related Organization Name RelatedOrganizationName

FieldValueIRS element (for citing)
Business Name Line1SOUTHERN CA RADIATION ONCOLOGYBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 819067AddressLine1Txt
CityDALLASCityNm
State AbbreviationTXStateAbbreviationCd
ZIP75381ZIPCd
FieldValueIRS element (for citing)
Primary ActivitiesMGMT SERVICESPrimaryActivitiesTxt
Legal Domicile StateCALegalDomicileStateCd

Direct Controlling Entity Name DirectControllingEntityName

FieldValueIRS element (for citing)
Business Name Line1NABusinessNameLine1Txt
FieldValueIRS element (for citing)
Predominant Income TypeN/APredominantIncomeTypeTxt

Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp

Related Organization Name RelatedOrganizationName

FieldValueIRS element (for citing)
Business Name Line1CHARITABLE REMAINDER TRUSTS (21)BusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line11500 EAST DUARTE ROADAddressLine1Txt
CityDUARTECityNm
State AbbreviationCAStateAbbreviationCd
ZIP91010ZIPCd
FieldValueIRS element (for citing)
Primary ActivitiesSUPPORTPrimaryActivitiesTxt
Legal Domicile StateCALegalDomicileStateCd

Direct Controlling Entity Name DirectControllingEntityName

FieldValueIRS element (for citing)
Business Name Line1CITY OF HOPEBusinessNameLine1Txt
FieldValueIRS element (for citing)
Entity TypeTrustEntityTypeTxt
Controlled OrganizationfalseControlledOrganizationInd
FieldValueIRS element (for citing)
Receipt Of Int Annts Rnts RyltsfalseReceiptOfIntAnntsRntsRyltsInd
Gift Grnt Or Cap Contri To Oth OrgYes (true)GiftGrntOrCapContriToOthOrgInd
Gift Grnt Cap Contri From Oth OrgYes (true)GiftGrntCapContriFromOthOrgInd
Loans Or Guarantees To Other OrgYes (true)LoansOrGuaranteesToOtherOrgInd
Loans Or Guarantees From Oth OrgfalseLoansOrGuaranteesFromOthOrgInd
Div Related OrganizationfalseDivRelatedOrganizationInd
Asset Sale To Other OrgfalseAssetSaleToOtherOrgInd
Asset Purchase From Other OrgfalseAssetPurchaseFromOtherOrgInd
Asset ExchangefalseAssetExchangeInd
Rental Of Facilities To Oth OrgYes (true)RentalOfFacilitiesToOthOrgInd
Rental Of Fclts From Oth OrgfalseRentalOfFcltsFromOthOrgInd
Perform Of Services For Oth OrgYes (true)PerformOfServicesForOthOrgInd
Perform Of Services By Other OrgYes (true)PerformOfServicesByOtherOrgInd
Sharing Of FacilitiesfalseSharingOfFacilitiesInd
Paid Employees SharingYes (true)PaidEmployeesSharingInd
Reimbursement Paid To Other OrgYes (true)ReimbursementPaidToOtherOrgInd
Reimbursement Paid By Other OrgYes (true)ReimbursementPaidByOtherOrgInd
Transfer To Other OrgfalseTransferToOtherOrgInd
Transfer From Other OrgfalseTransferFromOtherOrgInd

Transactions Related Org TransactionsRelatedOrgGrp (29 entries)

Transaction TypeTransactionTypeTxtInvolvedInvolvedAmtMethod Of Amount DeterminationMethodOfAmountDeterminationTxt
CITY OF HOPE NATIONAL MEDICAL CENTER
B$21,046,144FMV
BECKMAN RESEARCH INSTITUTE OF CITY OF HOPE
B$112,967,608FMV
The Translational Genomics Research Institute
B$25,079,754FMV
City of Hope National Medical Center
L$249,505FMV
City of Hope National Medical Center
M$9,339,557FMV
City of Hope National Medical Center
O$10,206,338FMV
City of Hope National Medical Center
P$2,127,212FMV
City of Hope National Medical Center
Q$1,050,269FMV
Beckman Research Institute of City of Hope
O$58,846FMV
City of Hope Medical Foundation
J$618,750FMV
City of Hope Medical Foundation
Q$225,060FMV
Board Of Governors #71331
C$609,644FMV
California Insurance Council #71215
C$414,494FMV
Construction & Real Estate Ind #71225
C$308,948FMV
Construction Industries Alli #71082
C$381,200FMV
Food Industries Circle #71081
C$3,708,555FMV
Hardware Home Improvement Ind #71183
C$2,088,660FMV
Home Furnishings & Consumer El #70715
C$450,098FMV
LA County Sheriff's Chapter #71454
C$70,101FMV
LA Real EstateConstruction #71487
C$886,337FMV
Music & Entertainment Industry #71050
C$1,655,666FMV
National Life Insurance Counci #71651
C$101,984FMV
National Office Products Cncl #71362
C$2,399,574FMV
National Professional Salon #70835
C$382,636FMV
No CA Food & Drug Inds Circle #71203
C$592,519FMV
No CA Real EstConst Bus Alli #71439
C$809,755FMV
Ocean Hills Chapter #71527
C$87,975FMV
Pacific Northwest Food Ind Cir #71481
C$298,619FMV
The Translational Genomics Research Institute
D$20,000,000FMV

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
SCHEDULE R, PART IIIN 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, PART IIIIDENTIFICATION OF RELATED ORGANIZATIONS TAXABLE AS A PARTNERSHIP NAME: SOUTHERN CA RADIATION ONCOLOGY EIN: 36-4887584 ADDRESS: 1500 EAST DUARTE ROAD, DUARTE, CA 91010

Comments

Anonymous: no account or email. Up to 2,000 characters, at most one link. Comments are checked automatically; some wait for review.