CITY OF HOPE: Form 990, tax year 2013

View the entire original 990 at ProPublica ↗

Organization
CITY OF HOPE (EIN 95-3435919)
Tax period
2013-10-01 to 2014-09-30
Filed
2015-08-12
IRS object ID
201542249349303019
Schema version
2013v4.0
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)
Return2015-08-12T16:07:48-05:00ReturnTs
Tax Period End2014-09-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

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

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line118111 VON KARMAN AVENUE SUITE 1000AddressLine1
CityIRVINECity
StateCAState
ZIP Code92612ZIPCode
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2013-10-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN953435919EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1City of HopeBusinessNameLine1
FieldValueIRS element (for citing)
In Care Of% RICHARD MAGNUSON/CITY OF HOPInCareOfNm
Business Name ControlCITYBusinessNameControlTxt
Phone6269305445PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line11500 East Duarte RoadAddressLine1
Address Line2SuiteAddressLine2
CityDuarteCity
StateCAState
ZIP Code91010ZIPCode

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonRICHARD MAGNUSONPersonNm
Person TitleCHIEF FINANCIAL OFFICERPersonTitleTxt
Phone6263018815PhoneNum
Signature2015-08-10SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonKARA ADAMSPreparerPersonNm
PTINP00023315PTIN
Phone6263018815PhoneNum
FieldValueIRS element (for citing)
Tax2013TaxYr
Build TS2016-02-25 16:41:14ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Address ChangeYes (X)AddressChangeInd
Principal OfficerRobert StonePrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line11500 East Duarte RoadAddressLine1
CityDuarteCity
StateCAState
ZIP Code91010ZIPCode
FieldValueIRS element (for citing)
Gross Receipts$859,262,497GrossReceiptsAmt
Group Return For AffiliatesfalseGroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website Addresswww.cityofhope.orgWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation1980FormationYr
Legal Domicile StateCALegalDomicileStateCd
Activity Or MissionRAISE MONEY TO SUPPORT RESEARCH AND CLINICAL CARE IN A WAY THAT ALLOWS INNOVATIVE EXCHANGE OF KNOWLEDGE & IDEAS, HELPING SPEED THE TIME FROM INITIAL IDEAS TO NEW TREATMENTS.ActivityOrMissionDesc
Voting Members Governing Body11VotingMembersGoverningBodyCnt
Voting Members Independent11VotingMembersIndependentCnt
Total Employee202TotalEmployeeCnt
Total Volunteers10000TotalVolunteersCnt
Total Gross UBI-$586,003TotalGrossUBIAmt
PY Contributions Grants$122,465,764PYContributionsGrantsAmt
CY Contributions Grants$106,947,502CYContributionsGrantsAmt
PY Program Service Revenue$0PYProgramServiceRevenueAmt
CY Program Service Revenue$0CYProgramServiceRevenueAmt
PY Investment Income$19,024,515PYInvestmentIncomeAmt
CY Investment Income$33,704,076CYInvestmentIncomeAmt
PY Other Revenue$248,194,989PYOtherRevenueAmt
CY Other Revenue$248,773,926CYOtherRevenueAmt
PY Total Revenue$389,685,268PYTotalRevenueAmt
CY Total Revenue$389,425,504CYTotalRevenueAmt
PY Grants And Similar Paid$211,168,997PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$217,670,100CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$0PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$22,647,595PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$24,114,485CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$3,234,243PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$4,235,088CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$20,965,589CYTotalFundraisingExpenseAmt
PY Other Expenses$17,994,061PYOtherExpensesAmt
CY Other Expenses$16,314,019CYOtherExpensesAmt
PY Total Expenses$255,044,896PYTotalExpensesAmt
CY Total Expenses$262,333,692CYTotalExpensesAmt
PY Revenues Less Expenses$134,640,372PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$127,091,812CYRevenuesLessExpensesAmt
Total Assets BOY$798,389,825TotalAssetsBOYAmt
Total Assets EOY$951,552,923TotalAssetsEOYAmt
Total Liabilities BOY$25,754,751TotalLiabilitiesBOYAmt
Total Liabilities EOY$22,997,962TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$772,635,074NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$928,554,961NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part IIIYes (X)InfoInScheduleOPartIIIInd
MissionSEE SCHEDULE OMissionDesc
Significant New Program SrvcfalseSignificantNewProgramSrvcInd
Significant ChangefalseSignificantChangeInd
Expense$217,670,100ExpenseAmt
Grant$217,670,100GrantAmt
Revenue$0RevenueAmt
DescGRANTS 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.Desc

Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp

FieldValueIRS element (for citing)
Expense$3,261,354ExpenseAmt
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; PUBLIC INFORMATION AND EDUCATION IN CANCER, DIABETES AND HIV/AIDS AWARENESS AND EDUCATION; CHARITY CARE, BIOMEDICAL RESEARCH AND VARIOUS MEDICAL EDUCATION ACTIVITIES CONDUCTED AT THE MEDICAL CENTER AND THE BECKMAN RESEARCH INSTITUTE OF THE CITY OF HOPE.Desc
FieldValueIRS element (for citing)
Total Program Service Expenses$220,931,454TotalProgramServiceExpensesAmt
Described In Section501c3Yes (true)DescribedInSection501c3Ind
Schedule B RequiredYes (true)ScheduleBRequiredInd
Political Campaign ActyfalsePoliticalCampaignActyInd
Lobbying ActivitiesYes (true)LobbyingActivitiesInd
Subject To Proxy TaxfalseSubjectToProxyTaxInd
Donor Advised FundfalseDonorAdvisedFundInd
Conservation EasementsfalseConservationEasementsInd
Collections Of ArtfalseCollectionsOfArtInd
Credit CounselingfalseCreditCounselingInd
Temp Or Permanent EndowmentsYes (true)TempOrPermanentEndowmentsInd
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 OutstandingYes (true)LoanOutstandingInd
Grant To Related PersonfalseGrantToRelatedPersonInd
Business Rln With Org MemfalseBusinessRlnWithOrgMemInd
Business Rln With Fam MemfalseBusinessRlnWithFamMemInd
Business Rln With Officer EntfalseBusinessRlnWithOfficerEntInd
Deductible Non Cash ContriYes (true)DeductibleNonCashContriInd
Deductible Art ContributionfalseDeductibleArtContributionInd
Terminate OperationsfalseTerminateOperationsInd
Partial LiquidationfalsePartialLiquidationInd
Disregarded EntityfalseDisregardedEntityInd
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 Document220IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld ComplianceYes (true)BackupWthldComplianceInd
Employee202EmployeeCnt
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 CountryVIForeignCountryCd
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
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members11GoverningBodyVotingMembersCnt
Independent Voting Member11IndependentVotingMemberCnt
Family Or Business RlnfalseFamilyOrBusinessRlnInd
Delegation Of Mgmt DutiesfalseDelegationOfMgmtDutiesInd
Change To Org DocumentsYes (true)ChangeToOrgDocumentsInd
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
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States Where Copy Of Return Is FldINStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldKSStatesWhereCopyOfReturnIsFldCd
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States Where Copy Of Return Is FldMEStatesWhereCopyOfReturnIsFldCd
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States Where Copy Of Return Is FldMIStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldMNStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldMSStatesWhereCopyOfReturnIsFldCd
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States Where Copy Of Return Is FldNJStatesWhereCopyOfReturnIsFldCd
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States Where Copy Of Return Is FldNYStatesWhereCopyOfReturnIsFldCd
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States Where Copy Of Return Is FldPAStatesWhereCopyOfReturnIsFldCd
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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)
PersonRICHARD MAGNUSONCITY OF HOPPersonNm
Phone6263018815PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line11500 E DUARTE ROADAddressLine1
CityDUARTECity
StateCAState
ZIP Code91010ZIPCode
FieldValueIRS element (for citing)
Info In Schedule O Part VIIYes (X)InfoInScheduleOPartVIIInd

Form990 Part VII Section A Form990PartVIISectionAGrp (34 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtAverage Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtKey EmployeeKeyEmployeeIndHighest Compensated EmployeeHighestCompensatedEmployeeIndFormer Ofcr Director TrusteeFormerOfcrDirectorTrusteeInd
Alexander Cappello
Board Member2.00.0Yes (X)
Anthony Scott
Board Member2.00.0Yes (X)
Eddy W Hartenstein
Board Member2.00.0Yes (X)
Harry Levitt
Board Member2.00.0Yes (X)
Jody Horowitz Marsh
Board Member2.02.0Yes (X)
John Boushy
Board Member (PART YEAR)2.00.0Yes (X)
Michael E Keane
Board Member2.00.0Yes (X)
Norman Payson
BOARD MEMBER, CHAIRMAN2.02.0Yes (X)Yes (X)
Robert Cook
Board Member (PART YEAR)2.00.0Yes (X)
Rodney Freeman
Board Member2.00.0Yes (X)
Ronald Silverman
Board Member2.00.0Yes (X)
Selwyn Isakow
BOARD MEMBER, VICE-CHAIRMAN2.00.0Yes (X)
Sheri Biller
Board Chair (PART YEAR)3.00.0Yes (X)
Terry Peets
Board Member (PART YEAR)2.00.0Yes (X)
Randolph Beatty
Board Member2.03.0Yes (X)
Gregory Schetina
General Counsel & Secretary15.045.0Yes (X)$142,808$428,421$95,349
Kathleen Kane
Asst Sec/ Chief Phil/ Ext Rel60.00.0Yes (X)$859,602$0$92,366
Michael Friedman MD
CEO - OUTGOING48.012.0Yes (X)$1,216,843$304,211$124,948
Paul Blodgett
ASST SECRETARY/SVP Major Gifts60.00.0Yes (X)$502,985$0$40,832
Robert W Stone
PRESIDENT AND CEO18.042.0Yes (X)$344,969$804,927$160,357
William Sargeant
Assistant Secretary/COO15.045.0Yes (X)$209,149$627,441$139,173
Richard Magnuson
Treasurer/CFO15.045.0Yes (X)$208,643$625,929$110,526
Wael Fakhry
Assistant Treasurer/SVP FinOps3.057.0Yes (X)$21,813$385,140$61,575
Alan Levey
SVP Strategic Planning60.00.0$466,749$0$49,770Yes (X)
Mary Koppel
SVP, Communications60.00.0$259,078$0$52,102Yes (X)
Stephanie Neuvirth
Chief HR Officer15.045.0$172,354$517,059$129,820Yes (X)
Paul Conocenti
SVP and CIO15.045.0$166,900$500,695$69,952Yes (X)
Debra Fields
Chief Risk Officer15.045.0$142,937$428,809$97,671Yes (X)
Amy Goldman
VP Gift Planning60.00.0$302,148$0$26,908Yes (X)
David Carter
VP Finance & Admin60.00.0$295,055$0$35,746Yes (X)
Steven G Martin
AVP Communications60.00.0$405,620$0$33,056Yes (X)
Noelle Gervais
VP, Foundation Relations60.00.0$287,884$0$36,052Yes (X)
Richard Thompson
VP, Facilities15.045.0$95,786$287,355$29,679Yes (X)
Valerie Bingham
Former Officer-VP/Controller21.039.0$99,552$184,879$44,963Yes (X)
FieldValueIRS element (for citing)
Total Reportable Comp From Org$6,200,875TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$5,094,866TotReportableCompRltdOrgAmt
Total Other Compensation$1,430,845TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K49IndivRcvdGreaterThan100KCnt
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/AddressLine1CityContractorAddress/USAddress/CityStateContractorAddress/USAddress/StateZIP CodeContractorAddress/USAddress/ZIPCodeServicesServicesDescCompensationCompensationAmt
CHAPMAN CUBINE ADAMS HUSSEY
1600 WILSON BLVD SUITE 300ARLINGTONVA22209PROF. FUNDRAISING$2,658,669
PRODUCTION MGMT GROUP
7160 COLUMBIA GATEWAY DRIVECOLUMBIAMD21046DIRECT MAIL SERVICES$1,124,310
ANGELES INVESTMENT ADVISORS
429 SANTA MONICA BLVDSANTA MONICACA90401INVESTMENT ADVISORS$781,080
INSIGHT GLOBAL INC
725 S FIGUEROA 3250LOS ANGELESCA90017TECHNOLOGY STAFFING$726,355
HISTORY FACTORY
1919 M STREET NW SUITE 610WASHINGTONDC20036CONSULTING$698,472
FieldValueIRS element (for citing)
Cntrct Rcvd Greater Than100 K21CntrctRcvdGreaterThan100KCnt
Fundraising$3,681,784FundraisingAmt
Related Organizations$18,487,017RelatedOrganizationsAmt
All Other Contributions$84,778,701AllOtherContributionsAmt
Noncash Contributions$4,694,620NoncashContributionsAmt
Total Contributions$106,947,502TotalContributionsAmt
Total Program Service Revenue$0TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$11,953,343TotalRevenueColumnAmt
Exclusion$11,953,343ExclusionAmt

Incm From Invest Bond Proceeds IncmFromInvestBondProceedsGrp

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

Royalties Revenue RoyaltiesRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$247,853,292TotalRevenueColumnAmt
Exclusion$247,853,292ExclusionAmt

Gross Rents GrossRentsGrp

FieldValueIRS element (for citing)
Real$1,010,689RealAmt

Less Rental Expenses LessRentalExpensesGrp

FieldValueIRS element (for citing)
Real$2,832RealAmt

Rental Income Or Loss RentalIncomeOrLossGrp

FieldValueIRS element (for citing)
Real$1,007,857RealAmt
Personal$0PersonalAmt

Net Rental Income Or Loss NetRentalIncomeOrLossGrp

FieldValueIRS element (for citing)
Total Revenue Column$1,007,857TotalRevenueColumnAmt
Exclusion$1,007,857ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$488,734,868SecuritiesAmt
Other$2,085,997OtherAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$467,035,132SecuritiesAmt
Other$2,035,000OtherAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities$21,699,736SecuritiesAmt
Other$50,997OtherAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column$21,750,733TotalRevenueColumnAmt
Exclusion$21,750,733ExclusionAmt
FieldValueIRS element (for citing)
Fundraising Gross Income$877,146FundraisingGrossIncomeAmt
Contri Rpt Fundraising Event$3,681,784ContriRptFundraisingEventAmt
Fundraising Direct Expenses$764,029FundraisingDirectExpensesAmt

Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp

FieldValueIRS element (for citing)
Total Revenue Column$113,117TotalRevenueColumnAmt
Exclusion$113,117ExclusionAmt
FieldValueIRS element (for citing)
Gaming Gross Income$6,136GamingGrossIncomeAmt

Net Income From Gaming NetIncomeFromGamingGrp

FieldValueIRS element (for citing)
Total Revenue Column$6,136TotalRevenueColumnAmt
Exclusion$6,136ExclusionAmt

Net Income Or Loss NetIncomeOrLossGrp

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

Other Revenue Misc OtherRevenueMiscGrp (3 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtUnrelated Business RevenueUnrelatedBusinessRevenueAmtExclusionExclusionAmt
INVESTMENT INCOME FROM K-1'S525990-$586,003-$586,003
MISCELLANEOUS INCOME900099$375,609$375,609
UNCLAIMED PROPERTY900099$3,918$3,918
FieldValueIRS element (for citing)
Other Revenue Total-$206,476OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$389,425,504TotalRevenueColumnAmt
Unrelated Business Revenue-$586,003UnrelatedBusinessRevenueAmt
Exclusion$283,064,005ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

FieldValueIRS element (for citing)
Total$217,670,100TotalAmt
Program Services$217,670,100ProgramServicesAmt

Grants To Domestic Individuals GrantsToDomesticIndividualsGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Foreign Grants ForeignGrantsGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Benefits To Members BenefitsToMembersGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$5,377,948TotalAmt
Program Services$133,805ProgramServicesAmt
Management And General$2,424,579ManagementAndGeneralAmt
Fundraising$2,819,564FundraisingAmt

Comp Disqual Persons CompDisqualPersonsGrp

FieldValueIRS element (for citing)
Total$120,513TotalAmt
Management And General$120,513ManagementAndGeneralAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$14,757,645TotalAmt
Program Services$1,752,197ProgramServicesAmt
Management And General$5,418,681ManagementAndGeneralAmt
Fundraising$7,586,767FundraisingAmt

Pension Plan Contributions PensionPlanContributionsGrp

FieldValueIRS element (for citing)
Total$662,712TotalAmt
Program Services$70,617ProgramServicesAmt
Management And General$224,199ManagementAndGeneralAmt
Fundraising$367,896FundraisingAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$1,839,426TotalAmt
Program Services$185,946ProgramServicesAmt
Management And General$692,678ManagementAndGeneralAmt
Fundraising$960,802FundraisingAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$1,356,241TotalAmt
Program Services$130,448ProgramServicesAmt
Management And General$525,804ManagementAndGeneralAmt
Fundraising$699,989FundraisingAmt

Fees For Services Management FeesForServicesManagementGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$2,185,456TotalAmt
Management And General$2,185,456ManagementAndGeneralAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$31,222TotalAmt
Management And General$31,222ManagementAndGeneralAmt

Fees For Services Lobbying FeesForServicesLobbyingGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Fees For Services Prof Fundraising FeesForServicesProfFundraising

FieldValueIRS element (for citing)
Total$4,235,088TotalAmt
Fundraising$4,235,088FundraisingAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

FieldValueIRS element (for citing)
Total$1,749,325TotalAmt
Management And General$1,749,325ManagementAndGeneralAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$3,631,939TotalAmt
Program Services$147,564ProgramServicesAmt
Management And General$3,015,225ManagementAndGeneralAmt
Fundraising$469,150FundraisingAmt

Advertising AdvertisingGrp

FieldValueIRS element (for citing)
Total$335,670TotalAmt
Program Services$20,599ProgramServicesAmt
Management And General$26,100ManagementAndGeneralAmt
Fundraising$288,971FundraisingAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$1,665,715TotalAmt
Program Services$153,522ProgramServicesAmt
Management And General$783,851ManagementAndGeneralAmt
Fundraising$728,342FundraisingAmt

Information Technology InformationTechnologyGrp

FieldValueIRS element (for citing)
Total$855,101TotalAmt
Program Services$76ProgramServicesAmt
Management And General$801,898ManagementAndGeneralAmt
Fundraising$53,127FundraisingAmt

Royalties RoyaltiesGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$1,950,192TotalAmt
Program Services$195,108ProgramServicesAmt
Management And General$915,066ManagementAndGeneralAmt
Fundraising$840,018FundraisingAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$552,126TotalAmt
Program Services$150,641ProgramServicesAmt
Management And General$143,056ManagementAndGeneralAmt
Fundraising$258,429FundraisingAmt

Pymt Travel Entrtnmnt Pub Ofcl PymtTravelEntrtnmntPubOfclGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$195,806TotalAmt
Program Services$24,671ProgramServicesAmt
Management And General$52,086ManagementAndGeneralAmt
Fundraising$119,049FundraisingAmt

Interest InterestGrp

FieldValueIRS element (for citing)
Total$51,477TotalAmt
Management And General$51,477ManagementAndGeneralAmt

Payments To Affiliates PaymentsToAffiliatesGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$2,129,710TotalAmt
Program Services$231,359ProgramServicesAmt
Management And General$853,820ManagementAndGeneralAmt
Fundraising$1,044,531FundraisingAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$147,477TotalAmt
Program Services$17,305ProgramServicesAmt
Management And General$53,630ManagementAndGeneralAmt
Fundraising$76,542FundraisingAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDescTotalTotalAmtProgram ServicesProgramServicesAmtManagement And GeneralManagementAndGeneralAmtFundraisingFundraisingAmt
DUES AND SUBSCRIPTIONS$140,524$20,957$50,152$69,415
TAX AND LICENSES$82,466$7,256$43,042$32,168
PATENT$49,099$49,099
DUE TO AFFILIATES$77,693$4,397$23,615$49,681

All Other Expenses AllOtherExpensesGrp

FieldValueIRS element (for citing)
Total$483,021TotalAmt
Program Services$14,886ProgramServicesAmt
Management And General$202,075ManagementAndGeneralAmt
Fundraising$266,060FundraisingAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$262,333,692TotalAmt
Program Services$220,931,454ProgramServicesAmt
Management And General$20,436,649ManagementAndGeneralAmt
Fundraising$20,965,589FundraisingAmt
FieldValueIRS element (for citing)
Joint CostsYes (X)JointCostsInd

Total Joint Costs TotalJointCostsGrp

FieldValueIRS element (for citing)
Total$11,476,299TotalAmt
Program Services$2,392,320ProgramServicesAmt
Management And General$3,280,829ManagementAndGeneralAmt
Fundraising$5,803,150FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$3,037,323BOYAmt
EOY$0EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$65,441,970BOYAmt
EOY$57,421,131EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

FieldValueIRS element (for citing)
BOY$63,912,857BOYAmt
EOY$71,343,781EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$8,024,939BOYAmt
EOY$4,625,265EOYAmt

Receivables From Officers Etc ReceivablesFromOfficersEtcGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$495,346EOYAmt

Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp

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

Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp

FieldValueIRS element (for citing)
BOY$214,060BOYAmt
EOY$299,639EOYAmt

Inventories For Sale Or Use InventoriesForSaleOrUseGrp

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

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$859,514BOYAmt
EOY$719,095EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$29,377,501LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$15,189,187LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$15,845,117BOYAmt
EOY$14,188,314EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$322,305,638BOYAmt
EOY$383,333,910EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

FieldValueIRS element (for citing)
BOY$295,631,815BOYAmt
EOY$388,913,245EOYAmt

Investments Program Related InvestmentsProgramRelatedGrp

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

Intangible Assets IntangibleAssetsGrp

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

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
BOY$23,116,592BOYAmt
EOY$30,213,197EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$798,389,825BOYAmt
EOY$951,552,923EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$6,513,115BOYAmt
EOY$4,609,342EOYAmt

Grants Payable GrantsPayableGrp

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

Deferred Revenue DeferredRevenueGrp

FieldValueIRS element (for citing)
BOY$354,109BOYAmt
EOY$220,372EOYAmt

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$18,887,527BOYAmt
EOY$18,168,248EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$25,754,751BOYAmt
EOY$22,997,962EOYAmt
FieldValueIRS element (for citing)
Organization Follows SFAS117Yes (X)OrganizationFollowsSFAS117Ind

Unrestricted Net Assets UnrestrictedNetAssetsGrp

FieldValueIRS element (for citing)
BOY$477,227,265BOYAmt
EOY$590,129,530EOYAmt

Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp

FieldValueIRS element (for citing)
BOY$165,822,712BOYAmt
EOY$199,256,058EOYAmt

Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp

FieldValueIRS element (for citing)
BOY$129,585,097BOYAmt
EOY$139,169,373EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$772,635,074BOYAmt
EOY$928,554,961EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$798,389,825BOYAmt
EOY$951,552,923EOYAmt
FieldValueIRS element (for citing)
Info In Schedule O Part XIYes (X)InfoInScheduleOPartXIInd
Reconcilation Revenue Expnss$127,091,812ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst$30,918,513NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets-$2,090,438OtherChangesInNetAssetsAmt
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$100,269,378CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$81,778,221CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$91,357,677CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$122,465,764CurrentTaxYearMinus1YearAmt
Current Tax Year$106,947,502CurrentTaxYearAmt
Total$502,818,542TotalAmt

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$100,269,378CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$81,778,221CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$91,357,677CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$122,465,764CurrentTaxYearMinus1YearAmt
Current Tax Year$106,947,502CurrentTaxYearAmt
Total$502,818,542TotalAmt
FieldValueIRS element (for citing)
Substantial Contributors Tot$48,372,625SubstantialContributorsTotAmt
Public Support Total170$454,445,917PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$206,479,683CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$204,040,515CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$226,844,832CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$256,545,967CurrentTaxYearMinus1YearAmt
Current Tax Year$260,231,321CurrentTaxYearAmt
Total$1,154,142,318TotalAmt

Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$718,122CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$294,376CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$265,668CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$549,833CurrentTaxYearMinus1YearAmt
Current Tax Year$119,253CurrentTaxYearAmt
Total$1,947,252TotalAmt

Other Income170 OtherIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$390,534CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$254,993CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$247,192CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$197,767CurrentTaxYearMinus1YearAmt
Current Tax Year$379,527CurrentTaxYearAmt
Total$1,470,013TotalAmt
FieldValueIRS element (for citing)
Total Support$1,660,378,125TotalSupportAmt
Public Support CY1700.27370PublicSupportCY170Pct
Public Support PY1700.31352PublicSupportPY170Pct
Ten Pct Facts Crcmstncs Test CYYes (X)TenPctFactsCrcmstncsTestCYInd

Form990 Schedule A Part IV Form990ScheduleAPartIVGrp

FieldValueIRS element (for citing)
Form And Line ReferenceFACTS AND CIRCUMSTANCES:FormAndLineReferenceDesc
ExplanationFORM 990, SCHEDULE A, SECTION C, LINE 17A CITY OF HOPE HAS A CALCULATED PUBLIC SUPPORT PERCENTAGE FOR TAX YEAR 2013 OF 27.43 PERCENT, WHICH IS BELOW THE 33 1/3 PERCENTAGE REQUIRED 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. 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 REVENUE RECEIVED IN CONNECTION WITH THE PATENTS IS GENERATED FROM SALES OF DRUGS BY GENENTECH AND OTHER LICENSEES. THESE ROYALTY REVENUES REPRESENT APPROXIMATELY $1,113,000,000 OVER THE FIVE FISCAL YEARS PRESENTED IN PART II, SECTION B. THE INCLUSION OF THIS AMOUNT IN THE DENOMINATOR DRIVES THE PUBLIC SUPPORT PERCENTAGE DOWN. REMOVING ROYALTY REVENUES FROM THE DENOMINATOR PROVIDES A PUBLIC SUPPORT PERCENTAGE WELL ABOVE THE PRESCRIBED 33 1/3 PERCENT REQUIREMENT. WHILE CITY OF HOPE HAS ENJOYED ANNUAL INCREASES IN THIS REVENUE STREAM YEAR OVER YEAR, WHICH HELPS SUPPORT CITY OF HOPE'S MISSION AND PROGRAMS, THE PATENTS ARE SET TO EXPIRE IN 2018. 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, 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 OVER THE PAST FOUR YEARS THROUGH FUNDRAISING. CITY OF HOPE IS GOVERNED BY A DIVERSE BOARD WITH KNOWLEDGE AND EXPERTISE IN AREAS IMPORTANT TO CITY OF HOPE'S MISSION AND OPERATIONS AND WHICH REPRESENTS THE BROADER 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 C IRS990ScheduleC

FieldValueIRS element (for citing)
Organization Belongs Afflt GrpYes (X)OrganizationBelongsAffltGrpInd
Total Grassroots LobbyingTotalGrassrootsLobbyingGrp

Total Direct Lobbying TotalDirectLobbyingGrp

FieldValueIRS element (for citing)
Affiliated Group Total$1,027,111AffiliatedGroupTotalAmt

Total Lobbying Expend TotalLobbyingExpendGrp

FieldValueIRS element (for citing)
Affiliated Group Total$1,027,111AffiliatedGroupTotalAmt

Other Exempt Purpose Expend OtherExemptPurposeExpendGrp

FieldValueIRS element (for citing)
Filing Organizations Total$262,333,692FilingOrganizationsTotalAmt
Affiliated Group Total$1,393,404,224AffiliatedGroupTotalAmt

Total Exempt Purpose Expend TotalExemptPurposeExpendGrp

FieldValueIRS element (for citing)
Filing Organizations Total$262,333,692FilingOrganizationsTotalAmt
Affiliated Group Total$1,394,431,335AffiliatedGroupTotalAmt

Lobbying Nontaxable Amount LobbyingNontaxableAmountGrp

FieldValueIRS element (for citing)
Filing Organizations Total$1,000,000FilingOrganizationsTotalAmt
Affiliated Group Total$1,000,000AffiliatedGroupTotalAmt

Grassroots Nontaxable GrassrootsNontaxableGrp

FieldValueIRS element (for citing)
Filing Organizations Total$250,000FilingOrganizationsTotalAmt
Affiliated Group Total$250,000AffiliatedGroupTotalAmt
FieldValueIRS element (for citing)
Tot Lbbyng Grassroot Mns Non TxTotLbbyngGrassrootMnsNonTxGrp

Tot Lbby Expend Mns Lbbyng Non Tx TotLbbyExpendMnsLbbyngNonTxGrp

FieldValueIRS element (for citing)
Affiliated Group Total$27,111AffiliatedGroupTotalAmt
FieldValueIRS element (for citing)
Form4720 FiledfalseForm4720FiledInd

Avg Lobbying Nontaxable Amount AvgLobbyingNontaxableAmountGrp

FieldValueIRS element (for citing)
Current Year Minus3$1,000,000CurrentYearMinus3Amt
Current Year Minus2$1,000,000CurrentYearMinus2Amt
Current Year Minus1$1,000,000CurrentYearMinus1Amt
Current Year$1,000,000CurrentYearAmt
Total$4,000,000TotalAmt
FieldValueIRS element (for citing)
Lobbying Ceiling$6,000,000LobbyingCeilingAmt

Avg Total Lobbying Expend AvgTotalLobbyingExpendGrp

FieldValueIRS element (for citing)
Current Year Minus3$547,607CurrentYearMinus3Amt
Current Year Minus2$498,406CurrentYearMinus2Amt
Current Year Minus1$387,460CurrentYearMinus1Amt
Current Year$1,027,111CurrentYearAmt
Total$2,460,584TotalAmt

Avg Grassroots Nontaxable AvgGrassrootsNontaxableGrp

FieldValueIRS element (for citing)
Current Year Minus3$250,000CurrentYearMinus3Amt
Current Year Minus2$250,000CurrentYearMinus2Amt
Current Year Minus1$250,000CurrentYearMinus1Amt
Current Year$250,000CurrentYearAmt
Total$1,000,000TotalAmt
FieldValueIRS element (for citing)
Grassroots Ceiling$1,500,000GrassrootsCeilingAmt

Avg Grassroots Lobbying Expend AvgGrassrootsLobbyingExpendGrp

FieldValueIRS element (for citing)
Current Year Minus3$0CurrentYearMinus3Amt
Current Year Minus2$0CurrentYearMinus2Amt
Current Year Minus1$15,000CurrentYearMinus1Amt
Current Year$0CurrentYearAmt
Total$15,000TotalAmt

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferenceSCHEDULE C, PART II-AFormAndLineReferenceDesc
ExplanationALTHOUGH THIS QUESTION WAS ANSWERED YES, CITY OF HOPE HAS NOT MADE THE 501(H) ELECTION AND DOES NOT HAVE ANY DIRECT LOBBYING EXPENDITURES IN FISCAL YEAR 2014. CITY OF HOPE BELONGS TO AN AFFILIATED GROUP, WHERE THE CITY OF HOPE NATIONAL MEDICAL CENTER (MEDICAL CENTER) APPLIED FOR A SECTION 501(H) ELECTION ON FORM 5768 IN THE YEAR ENDED SEPTEMBER 30, 1995. DURING FISCAL YEAR 2014 THE MEDICAL CENTER FILED FORM 5768 TO REVOKE THE ELECTION UNDER THE PROVISIONS OF SECTION 501(H) OF THE CODE RELATING TO EXPENDITURES TO INFLUENCE LEGISLATION. THIS IS EFFECTIVE OCTOBER 1, 2014 FOR THE FISCAL YEAR 2015. THE FOLLOWING ARE THE OTHER MEMBERS OF THE AFFILIATED GROUP: BECKMAN RESEARCH INSTITUTE OF THE CITY OF HOPE (BECKMAN RESEARCH INSTITUTE) (HAS NOT MADE A 501(H) ELECTION) 1450 EAST DUARTE ROAD, DUARTE, CA 91010 EIN = 95-3432210 GRASSROOTS LOBBYING AMOUNT = NONE TOTAL LOBBYING EXPENDITURES = NONE OTHER EXEMPT PURPOSE EXPENDITURES = $ 265,274,408 TOTAL EXEMPT PURPOSE EXPENDITURES = $ 265,274,408 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 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 = $ 1,027,111 OTHER EXEMPT PURPOSE EXPENDITURES = $ 721,925,308 TOTAL EXEMPT PURPOSE EXPENDITURES = $ 722,952,419 LOBBYING NONTAXABLE AMOUNT = NONE GRASSROOTS NONTAXABLE AMOUNT = NONE TOTAL GRASSROOTS LESS NONTAXABLE AMOUNT = NONE TOTAL EXPENDITURES LESS NONTAXABLE AMOUNT = NONE SHARE OF EXCESS LOBBYING EXPENDITURES = NONE CITY OF HOPE MEDICAL FOUNDATION (MEDICAL FOUNDATION) (HAS NOT MADE THE 501(H) ELECTION) 1500 EAST DUARTE ROAD, DUARTE, CA 91010 EIN = 27-4803222 GRASSROOTS LOBBYING AMOUNT = NONE TOTAL LOBBYING EXPENDITURES = NONE OTHER EXEMPT PURPOSE EXPENDITURES = $ 143,870,816 TOTAL EXEMPT PURPOSE EXPENDITURES = $ 143,870,816 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 = NONEExplanationTxt

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$193,613,162BeginningYearBalanceAmt
Contributions$10,733,703ContributionsAmt
Investment Earnings Or Losses$22,263,288InvestmentEarningsOrLossesAmt
Other Expenditures$2,747,466OtherExpendituresAmt
Administrative Expenses$434,538AdministrativeExpensesAmt
End Year Balance$223,428,149EndYearBalanceAmt

CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$170,288,798BeginningYearBalanceAmt
Contributions$6,115,042ContributionsAmt
Investment Earnings Or Losses$19,927,835InvestmentEarningsOrLossesAmt
Other Expenditures$2,150,192OtherExpendituresAmt
Administrative Expenses$568,322AdministrativeExpensesAmt
End Year Balance$193,613,161EndYearBalanceAmt

CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$135,653,795BeginningYearBalanceAmt
Contributions$12,352,137ContributionsAmt
Investment Earnings Or Losses$24,763,692InvestmentEarningsOrLossesAmt
Other Expenditures$2,219,522OtherExpendituresAmt
Administrative Expenses$261,304AdministrativeExpensesAmt
End Year Balance$170,288,798EndYearBalanceAmt

CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$131,237,432BeginningYearBalanceAmt
Contributions$17,867,478ContributionsAmt
Investment Earnings Or Losses-$10,940,266InvestmentEarningsOrLossesAmt
Other Expenditures$2,337,696OtherExpendituresAmt
Administrative Expenses$173,153AdministrativeExpensesAmt
End Year Balance$135,653,795EndYearBalanceAmt

CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$103,205,855BeginningYearBalanceAmt
Contributions$19,844,392ContributionsAmt
Investment Earnings Or Losses$11,665,104InvestmentEarningsOrLossesAmt
Other Expenditures$3,372,395OtherExpendituresAmt
Administrative Expenses$105,524AdministrativeExpensesAmt
End Year Balance$131,237,432EndYearBalanceAmt
FieldValueIRS element (for citing)
Board Designated Balance EOY0.26220BoardDesignatedBalanceEOYPct
Prmnnt Endowment Balance EOY0.59585PrmnntEndowmentBalanceEOYPct
Term Endowment Balance EOY0.14195TermEndowmentBalanceEOYPct
Endowments Held Unrelated OrgfalseEndowmentsHeldUnrelatedOrgInd
Endowments Held Related OrgfalseEndowmentsHeldRelatedOrgInd

Land LandGrp

FieldValueIRS element (for citing)
Investment Cost Or Other Basis$1,280,447InvestmentCostOrOtherBasisAmt
Other Cost Or Other Basis$3,405,312OtherCostOrOtherBasisAmt
Book Value$4,685,759BookValueAmt

Buildings BuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$6,808,333OtherCostOrOtherBasisAmt
Depreciation$830,620DepreciationAmt
Book Value$5,977,713BookValueAmt

Leasehold Improvements LeaseholdImprovementsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$2,135,741OtherCostOrOtherBasisAmt
Depreciation$2,055,919DepreciationAmt
Book Value$79,822BookValueAmt

Equipment EquipmentGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$15,683,515OtherCostOrOtherBasisAmt
Depreciation$12,302,648DepreciationAmt
Book Value$3,380,867BookValueAmt

Other Land Buildings OtherLandBuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$64,153OtherCostOrOtherBasisAmt
Book Value$64,153BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$14,188,314TotalBookValueLandBuildingsAmt
Financial DerivativesFinancialDerivativesGrp
Closely Held Equity InterestsCloselyHeldEquityInterestsGrp

Other Securities OtherSecuritiesGrp

FieldValueIRS element (for citing)
DescALTERNATIVE INVESTMENTSDesc
Book Value$388,913,245BookValueAmt
Method ValuationFMethodValuationCd
FieldValueIRS element (for citing)
Total Book Value Securities$388,913,245TotalBookValueSecuritiesAmt
Federal Income Tax Liability$0FederalIncomeTaxLiabilityAmt

Other Liabilities Org OtherLiabilitiesOrgGrp (3 entries)

DescDescAmtAmt
ANNUITANT OBLIGATIONS$17,574,087
DUE TO AFFILIATES$585,823
OTHER LIABILITIES$8,338
FieldValueIRS element (for citing)
Total Liability$18,168,248TotalLiabilityAmt
Footnote TextYes (X)FootnoteTextInd

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
ENDOWMENT FUNDS:SCHEDULE D, PART V, LINE 4 CITY OF HOPE HAS BOARD DESIGNATED OR QUASI-ENDOWMENT 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.
FASB ASC 740 DISCLOSURE:SCHEDULE D, PART X, LINE 2 THE FOLLOWING PARAGRAPH IS FROM THE CONSOLIDATED CITY OF HOPE AND AFFILIATES (CITY OF HOPE, CITY OF HOPE AUXILIARIES (AUXILIARIES), THE MEDICAL CENTER, THE MEDICAL FOUNDATION AND THE BECKMAN RESEARCH INSTITUTE) AUDITED FINANCIAL STATEMENTS AS OF SEPTEMBER 30, 2014: FINANCIAL ACCOUNTING STANDARDS BOARD (FASB), ACCOUNTING STANDARDS CODIFICATION (ASC) 740, INCOME TAXES, CLARIFIES THE ACCOUNTING FOR INCOME TAXES BY PRESCRIBING A MINIMUM RECOGNITION THRESHOLD THAT A TAX POSITION IS REQUIRED TO MEET BEFORE BEING RECOGNIZED IN THE FINANCIAL STATEMENTS. FASB ASC 740 ALSO PROVIDES GUIDANCE ON DERECOGNITION, MEASUREMENT, CLASSIFICATION, INTEREST AND PENALTIES, DISCLOSURE AND TRANSITION. THE GUIDANCE CONTAINED IN FASB ASC 740 IS APPLICABLE TO PASS-THROUGH ENTITIES AND TAX-EXEMPT ORGANIZATIONS. CITY OF HOPE HAS NO SIGNIFICANT UNCERTAIN TAX POSITIONS OR TAX LIABILITY FOR TAX BENEFITS, INTEREST OR PENALTIES ACCRUED AT SEPTEMBER 30, 2014 AND 2013.

Schedule F IRS990ScheduleF

Account Activities Outside US AccountActivitiesOutsideUSGrp (5 entries)

RegionRegionTxtType Of Activities ConductedTypeOfActivitiesConductedTxtRegion Total ExpendituresRegionTotalExpendituresAmt
Central America and the CaribbeanInvestments$120,989,829
Central America and the CaribbeanFundraising
East Asia and the PacificFundraising
Europe (Including Iceland and Greenland)Fundraising
North AmericaFundraising
FieldValueIRS element (for citing)
Subtotal Spent$120,989,829SubtotalSpentAmt
Total Spent$120,989,829TotalSpentAmt
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 ReferenceFOREIGN ACTIVITIES:FormAndLineReferenceDesc
ExplanationSCHEDULE F, PART I, LINE 3 INVESTMENT ACTIVITIES OF THE CITY OF HOPE INCLUDE INVESTMENTS IN MULTIPLE VEHICLES THAT PROVIDE INVESTMENT INCOME AND RETURNS TO THE INSTITUTION TO FURTHER MISSION AND PROGRAMS. AS A RESULT, SOME INVESTMENTS ARE HELD IN OFFSHORE HEDGE FUNDS, MAINLY REGISTERED AS CAYMAN EXEMPTED CORPORATIONS. THESE INVESTMENTS HELP MITIGATE RISK IN THE PORTFOLIO AND REPRESENT APPROXIMATELY 14.6% OF CITY OF HOPE'S OVERALL CASH AND INVESTMENT PORTFOLIO. CITY OF HOPE HAS HOLDINGS THAT INCLUDE EQUITY AND FIXED INCOME CO-MINGLED FUNDS THAT INVEST PRIMARILY IN MARKETABLE EQUITY SECURITIES. THESE FUNDS ARE SUBJECT TO CERTAIN NOTICE REQUIREMENTS, BUT CAN BE LIQUIDATED AT LEAST MONTHLY. ALTERNATIVE INVESTMENTS ALSO INCLUDE HEDGE FUNDS AND LIMITED PARTNERSHIP FUNDS INVESTED IN REAL ESTATE AND NATURAL RESOURCES, MASTER LIMITED PARTNERSHIPS, PRIVATE EQUITY FUNDS, AND OFFSHORE FUNDS. ALL OF THESE INVESTMENTS HAVE BEEN INCLUDED IN FORM 990, PART X, LINE 12. CITY OF HOPE DOES NOT HAVE ANY PHYSICAL PRESENCE OF EMPLOYEES OUTSIDE OF 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 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 (5 entries)

ActivityActivityTxtFundraiser Control Of FundsFundraiserControlOfFundsIndRetained By ContractorRetainedByContractorAmtGross ReceiptsGrossReceiptsAmtNet To OrganizationNetToOrganizationAmt
Phyllis Freedman
Materials Designfalse$186,612
Market Smart LLC
Website Contentfalse$355,579
Chapman Cubine et al
Email/mail Solicitsfalse$3,540,699$6,907,354$3,366,655
Donor Services Group
Phone Solicitsfalse$130,154$151,600$21,446
DCM Inc
phone solicitsfalse$22,044$50,028$27,984
FieldValueIRS element (for citing)
Total Gross Receipts$7,108,982TotalGrossReceiptsAmt
Total Retained By Contractors$4,235,088TotalRetainedByContractorsAmt
Total Net To Organization$3,416,085TotalNetToOrganizationAmt
All StatesAll StatesAllStatesCd

Fundraising Event Information FundraisingEventInformationGrp

FieldValueIRS element (for citing)
Name Of Event1NESVIG'14 GOLFNameOfEvent1Amt
Gross Receipts Event1$1,078,725GrossReceiptsEvent1Amt
Charitable Contri Event1$817,853CharitableContriEvent1Amt
Gross Revenue Event1$260,872GrossRevenueEvent1Amt
Rent Facility Costs Event1$256,561RentFacilityCostsEvent1Amt
Other Direct Expenses Event1$226OtherDirectExpensesEvent1Amt
Name Of Event2NRTH TRUS OPENNameOfEvent2Amt
Gross Receipts Event2$827,606GrossReceiptsEvent2Amt
Charitable Contri Event2$624,770CharitableContriEvent2Amt
Gross Revenue Event2$202,836GrossRevenueEvent2Amt
Rent Facility Costs Event2$310,266RentFacilityCostsEvent2Amt
Other Events Total23OtherEventsTotalCnt
Gross Receipts Other Events$2,633,206GrossReceiptsOtherEventsAmt
Charitable Contri Other Events$2,219,833CharitableContriOtherEventsAmt
Gross Revenue Other Events$413,373GrossRevenueOtherEventsAmt
Rent Fclty Costs Other Events$110,427RentFcltyCostsOtherEventsAmt
Entertainment Other Events$59,877EntertainmentOtherEventsAmt
Oth Direct Expnss Other Events$25,200OthDirectExpnssOtherEventsAmt
Gross Receipts Total$4,539,537GrossReceiptsTotalAmt
Charitable Contributions Tot$3,662,456CharitableContributionsTotAmt
Gross Revenue Total Events$877,081GrossRevenueTotalEventsAmt
Rent Fclty Costs Total Events$677,254RentFcltyCostsTotalEventsAmt
Entertainment Total Events$59,877EntertainmentTotalEventsAmt
Oth Direct Expnss Total Events$25,426OthDirectExpnssTotalEventsAmt
Direct Expense Summary Events$762,557DirectExpenseSummaryEventsAmt
Net Income Summary$114,524NetIncomeSummaryAmt
FieldValueIRS element (for citing)
Explanation If NoSee Part IV.ExplanationIfNoTxt

Persons With Books US Address PersonsWithBooksUSAddress

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

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferenceSCHEDULE G, PART I, LINE 2BFormAndLineReferenceDesc
ExplanationBOTH PHYLLIS FREEDMAN AND MARKET 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 THE SERVICES TO RAISE FUNDS FROM THE PUBLIC THROUGH DIRECT MAIL, TELEMARKETING AND ONLINE COMMUNICATIONS. CITY OF HOPE ALSO PAID AN ADDITIONAL $1,404,996.15 TO CCAH TO COVER DIRECT MAILING AND POSTAGE EXPENSES. TOTAL PAYMENT FOR SUCH SERVICES IS REPORTED IN SCHEDULE G, PART I LINE 2B.ExplanationTxt

Schedule I IRS990ScheduleI

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

Recipient Table RecipientTable (2 entries)

Address Line1USAddress/AddressLine1CityUSAddress/CityStateUSAddress/StateZIP CodeUSAddress/ZIPCodeRecipient EINRecipientEINIRC SectionIRCSectionDescCash GrantCashGrantAmtPurpose Of GrantPurposeOfGrantTxt
City of Hope National Medical Center
1500 E Duarte RoadDuarteCA91010951683875501(C)(3)$32,942,981SUPPORT-SEE PT IV
Beckman Research Institute of the COH
1450 E Duarte RoadDuarteCA91010953432210501(C)(3)$184,727,119SUPPORT-SEE PT IV
FieldValueIRS element (for citing)
Total501c3 Org2Total501c3OrgCnt

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferenceGRANT ASSISTANCE:FormAndLineReferenceDesc
ExplanationSCHEDULE I, PART I, LINE 2 CITY OF HOPE EXISTS TO SUPPORT ITS OPERATING SUBSIDIARY ORGANIZATIONS, THE MEDICAL CENTER AND THE BECKMAN RESEARCH INSTITUTE. THROUGH FUNDRAISING AND OTHER REVENUE SOURCES CITY OF HOPE TRANSFERS MONEY TO THE OPERATING SUBSIDIARIES TO FURTHER INNOVATIVE RESEARCH AND CANCER TREATMENT. CITY OF HOPE IS THE SOLE CORPORATE MEMBER OF THE MEDICAL CENTER, THE MEDICAL FOUNDATION, AND THE BECKMAN RESEARCH INSTITUTE. CITY OF HOPE AS THE PARENT ORGANIZATION MONITORS THE ACTIVITIES OF THE OPERATING SUBSIDIARIES TO ENSURE THEY ARE FULFILLING THEIR PATIENT CARE AND RESEARCH MISSIONS IN ACCORDANCE WITH THE FUNDRAISING AND GRANT MAKING ACTIVITIES OF CITY OF HOPE THROUGH DETAILED EXPENSE AND CAPITAL PURCHASE REPORTS TO ENSURE SPENDING IS IN ACCORDANCE WITH SUCH CHARITABLE MISSIONS.ExplanationTxt

Schedule J IRS990ScheduleJ

FieldValueIRS element (for citing)
Club Dues Or FeesYes (X)ClubDuesOrFeesInd
Written Policy Ref T And E ExpnssfalseWrittenPolicyRefTAndEExpnssInd
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 (19 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
Alan Levey
SVP Strategic Planning$307,622$0$143,667$0$15,460$0$20,952$0$28,818$0$516,519$0$0$0
Amy Goldman
VP Gift Planning$233,167$0$62,863$0$6,118$0$18,839$0$8,069$0$329,056$0$0$0
David Carter
VP Finance & Admin$226,099$0$60,207$0$8,749$0$18,550$0$17,196$0$330,801$0$0$0
Gregory Schetina
General Counsel & Secretary$88,000$264,001$49,452$148,354$5,356$16,066$16,390$49,169$7,448$22,342$166,646$499,932$0$0
Kathleen Kane
Asst Sec/ Chief Phil/ Ext Rel$517,281$0$294,246$0$48,075$0$72,952$0$19,414$0$951,968$0$0$0
Michael Friedman MD
CEO - OUTGOING$630,604$157,651$423,468$105,867$162,771$40,693$78,294$19,573$21,665$5,416$1,316,802$329,200$0$0
Paul Blodgett
ASST SECRETARY/SVP Major Gifts$333,296$0$139,175$0$30,514$0$20,952$0$19,880$0$543,817$0$0$0
Robert W Stone
PRESIDENT AND CEO$189,413$441,962$127,789$298,174$27,767$64,791$38,406$89,613$9,701$22,637$393,076$917,177$0$0
Steven G Martin
AVP Communications$205,322$0$193,888$0$6,410$0$16,287$0$16,769$0$438,676$0$0$0
Valerie Bingham
Former Officer-VP/Controller$78,543$145,865$18,715$34,755$2,294$4,259$6,495$12,063$9,241$17,164$115,288$214,106$0$0
Noelle Gervais
VP, Foundation Relations$214,695$0$68,931$0$4,258$0$21,217$0$14,835$0$323,936$0$0$0
William Sargeant
Assistant Secretary/COO$130,083$390,247$77,720$233,158$1,346$4,036$29,013$87,037$5,781$17,342$243,943$731,820$0$0
Richard Thompson
VP, Facilities$75,090$225,269$16,990$50,969$3,706$11,117$5,238$15,714$2,182$6,545$103,206$309,614$0$0
Mary Koppel
SVP, Communications$246,094$0$8,053$0$4,931$0$26,620$0$25,482$0$311,180$0$0$0
Richard Magnuson
Treasurer/CFO$117,923$353,770$71,036$213,107$19,684$59,052$25,140$75,419$2,492$7,475$236,275$708,823$0$0
Wael Fakhry
Assistant Treasurer/SVP FinOps$16,099$284,261$5,538$97,777$176$3,102$1,756$31,006$1,544$27,269$25,113$443,415$0$0
Stephanie Neuvirth
Chief HR Officer$110,612$331,835$60,940$182,819$802$2,405$24,852$74,555$7,603$22,810$204,809$614,424$0$0
Paul Conocenti
SVP and CIO$94,950$284,848$34,871$104,611$37,079$111,236$9,303$27,909$8,185$24,555$184,388$553,159$0$0
Debra Fields
Chief Risk Officer$83,261$249,784$55,630$166,888$4,046$12,137$16,023$48,069$8,395$25,184$167,355$502,062$0$0

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferenceQUESTIONS REGARDING COMPENSATION:FormAndLineReferenceDesc
ExplanationSCHEDULE J PART I, LINE 1A KATHLEEN KANE AND PAUL BLODGETT ARE PROVIDED WITH SOCIAL CLUB MEMBERSHIPS NECESSARY FOR VARIOUS BUSINESS RELATIONSHIP ACTIVITIES. DETAILED BUSINESS RECEIPTS INDICATING WHETHER SERVICES WERE FOR BUSINESS OR PERSONAL USE ARE REQUIRED AND TO THE EXTENT THE SERVICES WERE FOR BUSINESS PURPOSES, THEY ARE REIMBURSED. THE PERSONAL USE PORTION OF THE SOCIAL CLUB DUES IS INCLUDED IN SCHEDULE J, PART II, COLUMN B(III) AS OTHER REPORTABLE INCOME AND TOTALED $1,533 FOR MS. KANE AND $3,711 FOR MR. BLODGETT DURING CALENDAR YEAR 2013. SCHEDULE J, PART I, LINE 3 THE CHIEF EXECUTIVE OFFICER OF THE ORGANIZATION IS NOT COMPENSATED BY CITY OF HOPE, BUT BY THE MEDICAL CENTER. CHIEF EXECUTIVE OFFICER COMPENSATION IS ESTABLISHED BY THE EXECUTIVE COMPENSATION AND GOVERNANCE COMMITTEE OF THE CITY OF HOPE BOARD OF DIRECTORS. ALL SOURCES INDICATED IN LINE 3 ARE UTILIZED BY THIS COMMITTEE TO SET CHIEF EXECUTIVE OFFICER COMPENSATION. SEE NARRATIVE IN SCHEDULE O, PART VI, LINE 15A. SCHEDULE J, PART I, LINE 4B CITY OF HOPE HAS AN EXECUTIVE SUPPLEMENTAL ACCUMULATION PLAN THAT IS A NON-QUALIFIED SECTION 457(F) DEFERRED COMPENSATION PLAN THAT IS DESIGNED AND MAINTAINED FOR A SELECT GROUP OF MANAGEMENT OR HIGHLY COMPENSATED EMPLOYEES. 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, PARTICIPANTS, ONCE VESTED, ARE ENTITLED TO WITHDRAW FROM THEIR VESTED ACCOUNT AN AMOUNT EQUAL TO THE FEDERAL, STATE, LOCAL, AND FICA TAXES. THESE AMOUNTS ARE REMITTED TO THE APPROPRIATE TAXING AUTHORITIES ON BEHALF OF THE PARTICIPANTS. DURING THE CALENDAR YEAR ENDING DECEMBER 31, 2013, THE FOLLOWING INDIVIDUALS WITHDREW THE REFERENCED AMOUNTS TO COVER SUCH TAXES: VALERIE BINGHAM $ 1,352 PAUL BLODGETT $ 4,003 DAVID CARTER $ 4,200 MICHAEL FRIEDMAN $26,500 AMY GOLDMAN $ 1,243 ALAN LEVEY $ 3,532 STEVEN MARTIN $ 1,425 GREGORY SCHETINA $ 4,839 ROBERT STONE $13,257 DEBRA FIELDS $ 4,260 THESE AMOUNTS HAVE BEEN INCLUDED IN THE PARTICIPANT'S INCOME ON SCHEDULE J, PART II, COLUMN B(III). SCHEDULE J, PART I, LINE 7 THE CITY OF HOPE'S EXECUTIVES AND SOME KEY EMPLOYEES ARE ELIGIBLE TO RECEIVE INCENTIVE COMPENSATION TIED TO FIVE (5) KEY INDICATORS AND ONE OR MORE INDIVIDUAL OBJECTIVES. THE KEY 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 66 2/3%, WHILE THE INDIVIDUAL OBJECTIVES ARE WEIGHTED AT 33 1/3%. BASED UPON AN INDIVIDUAL'S GOALS AND PERFORMANCE DURING THE YEAR, THE POTENTIAL PAYOUT FOR ANY PARTICIPANT CAN BE MODIFIED UP OR DOWN BY AS MUCH AS 20%. THE INCENTIVE PLAN IS UNDER THE CONTROL OF AND ADMINISTERED BY THE INDEPENDENT DIRECTORS SERVING ON THE EXECUTIVE COMPENSATION AND ORGANIZATIONAL DEVELOPMENT AND GOVERNANCE COMMITTEE. 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: 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 OR MORE OF THE ANNUAL PERFORMANCE MEASUREMENT CALCULATIONS ON WHICH THE AWARD IS BASED ON OR IS PAID ARE MATERIALLY INACCURATE. DURING CALENDAR YEAR 2013 CITY OF HOPE PAID THE INCENTIVE COMPENSATION EARNED FOR FISCAL YEAR 2013 AND THESE AMOUNTS HAVE BEEN REPORTED IN SCHEDULE J, PART II, COLUMN B(II). THE CITY OF HOPE HAS AN EXECUTIVE LONG TERM INCENTIVE PLAN (LTI) THAT IS DESIGNED TO PROVIDE A LONG TERM INCENTIVE FOR EXECUTIVES OF THE CITY OF HOPE AND AFFILIATES. IN ORDER TO ACCOMPLISH AND REALIZE KEY ORGANIZATIONAL OBJECTIVES AND GOALS OVER THE NEXT TEN YEAR PERIOD, IT IS CRITICAL THAT KEY EXECUTIVES BE ALIGNED WITH THE STRATEGIC PLAN. THE INITIAL PERFORMANCE PERIOD OF THE PLAN (CYCLE 1) RUNS FROM OCTOBER 1, 2012 THROUGH SEPTEMBER 30, 2015, WITH A NEW THREE YEAR PERFORMANCE PERIOD BEGINNING EACH OCTOBER 1 THEREAFTER (E.G., CYCLE 2 RUNS FROM OCTOBER 1, 2013 THROUGH SEPTEMBER 30, 2016). THE PARTICIPANTS MUST BE EMPLOYED BY THE CITY OF HOPE AT THE END OF THE PERFORMANCE PERIOD IN ORDER TO VEST IN THE PLAN. WHILE THE LTI DOES MEET THE REQUIREMENTS FOR A SUBSTANTIAL RISK OF FORFEITURE, AS OF THE CALENDAR YEAR ENDING DECEMBER 30, 2013, TWELVE MONTHS OF YEAR TWO PLAN CYCLE 1 AND THREE MONTHS OF YEAR ONE PLAN CYCLE 2 OF THE POTENTIAL LTI AMOUNTS HAVE BEEN ESTIMATED AND ACCRUED DURING THE CURRENT TAX YEAR AND IS REPORTED AS DEFERRED COMPENSATION TO THE PLAN PARTICIPANTS IN SCHEDULE J, PART II, COLUMN C.ExplanationTxt

Schedule L IRS990ScheduleL

Loans Btwn Org Interested Prsn LoansBtwnOrgInterestedPrsnGrp

FieldValueIRS element (for citing)
PersonSteven RosenPersonNm
Relationship With OrgKey EmpRelationshipWithOrgTxt
Loan PurposeMtg SubsidyLoanPurposeTxt
Loan From OrganizationYes (X)LoanFromOrganizationInd
Original Principal$500,000OriginalPrincipalAmt
Balance Due$495,346BalanceDueAmt
DefaultfalseDefaultInd
Board Or Committee ApprovalYes (true)BoardOrCommitteeApprovalInd
Written AgreementYes (true)WrittenAgreementInd
FieldValueIRS element (for citing)
Total Balance Due$495,346TotalBalanceDueAmt

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferenceSCHEDULE L, PART IIFormAndLineReferenceDesc
ExplanationSTEVEN ROSEN, M.D. JOINED THE MEDICAL CENTER DURING FISCAL YEAR 2014 AS PROVOST AND CHIEF SCIENTIFIC OFFICER. HE IS A MEMBER OF THE CITY OF HOPE EXECUTIVE TEAM AND IS CONSIDERED A KEY EMPLOYEE. DR. ROSEN DID NOT RECEIVE ANY COMPENSATION IN CALENDAR YEAR 2013 AND DID NOT MEET THE REQUIREMENTS FOR BEING LISTED AS A KEY EMPLOYEE IN PART VII OR SCHEDULE J. DR. ROSEN WAS PROVIDED WITH A MORTGAGE ASSISTANCE LOAN AS PART OF HIS RECRUITMENT BY THE CITY OF HOPE. THE LOAN BEARS INTEREST AT 3.63 PERCENT PER ANNUM AND IS SECURED BY REAL PROPERTY IN THE STATE OF CALIFORNIA. THE NOTE IS DUE IN FULL FOR ANY REMAINING OUTSTANDING PRINCIPAL AND INTEREST THE EARLIER OF APRIL 11, 2021 OR THE TERMINATION OF DR. ROSEN'S EMPLOYMENT. DR. ROSEN MAKES MONTHLY PRINCIPAL AND INTEREST PAYMENTS ON THE LOAN THROUGH A PAYROLL DEDUCTION AND IS CURRENT WITH ALL PAYMENTS.ExplanationTxt

Schedule M IRS990ScheduleM

FieldValueIRS element (for citing)
Works Of ArtWorksOfArtGrp
Art Historical TreasuresArtHistoricalTreasuresGrp
Art Fractional InterestArtFractionalInterestGrp
Books And PublicationsBooksAndPublicationsGrp
Clothing And Household GoodsClothingAndHouseholdGoodsGrp
Cars And Other VehiclesCarsAndOtherVehiclesGrp
Boats And PlanesBoatsAndPlanesGrp
Intellectual PropertyIntellectualPropertyGrp

Securities Publicly Traded SecuritiesPubliclyTradedGrp

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
Contribution160ContributionCnt
Noncash Contributions Rpt F990$2,464,220NoncashContributionsRptF990Amt
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
Contribution3ContributionCnt
Noncash Contributions Rpt F990$2,137,800NoncashContributionsRptF990Amt
Method Of Determining RevenuesAppraisalMethodOfDeterminingRevenuesTxt

Real Estate Commercial RealEstateCommercialGrp

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
Contribution1ContributionCnt
Noncash Contributions Rpt F990$60,050NoncashContributionsRptF990Amt
Method Of Determining RevenuesAppraisalMethodOfDeterminingRevenuesTxt
FieldValueIRS element (for citing)
Real Estate OtherRealEstateOtherGrp
CollectiblesCollectiblesGrp
Food InventoryFoodInventoryGrp
Drugs And Medical SuppliesDrugsAndMedicalSuppliesGrp
TaxidermyTaxidermyGrp
Historical ArtifactsHistoricalArtifactsGrp
Scientific SpecimensScientificSpecimensGrp
Archaeological ArtifactsArchaeologicalArtifactsGrp

Other Non Cash Contri Table OtherNonCashContriTableGrp

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
DescOil/Mineral InterestDesc
Contribution1ContributionCnt
Noncash Contributions Rpt F990$32,550NoncashContributionsRptF990Amt
Method Of Determining RevenuesAppraisalMethodOfDeterminingRevenuesTxt
FieldValueIRS element (for citing)
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
NUMBER OF CONTRIBUTIONS AND ITEMS CONTRIBUTED:SCHEDULE M, PART I, COLUMN B LINE 9-SECURITIES, LINE 15-REAL ESTATE RESIDENTIAL, LINE 16-REAL ESTATE COMMERCIAL AND LINE 25- OIL/MINERAL INTEREST ARE ALL REPORTED AS ITEMS CONTRIBUTED.
USE OF THIRD PARTIES:SCHEDULE M, PART I, LINE 32B CITY 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 (8 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
VOLUNTEER ASSISTANCE:FORM 990, PART I, LINE 6 THE 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 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 AND AFFILIATES, 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.
FORMS W-2G:FORM 990, PART V, LINE 1B CITY 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.
GOVERNING BODY AND MANAGEMENT:FORM 990, PART VI, SECTION A, LINE 4 AT ITS MEETING ON MAY 16, 2014, THE BOARD OF DIRECTORS OF CITY OF HOPE, THE SOLE CORPORATE MEMBER OF THE MEDICAL CENTER, BECKMAN RESEARCH INSTITUTE AND MEDICAL FOUNDATION, APPROVED REVISIONS TO THE BYLAWS TO RESTORE THE EXECUTIVE LEADERSHIP STRUCTURE AS IT EXISTED BEFORE CHANGES MADE IN 2012. SPECIFICALLY, THE BOARD APPROVED REVISIONS THAT RECOMBINED THE PRESIDENT AND CEO ROLES AND TITLES, AND DISCONTINUED THE OFFICE OF THE CHIEF EXECUTIVE. OTHER CHANGES TO THE BYLAWS APPROVED BY THE BOARD INCLUDED REVISIONS TO (A) FURTHER CLARIFY THE ESTABLISHMENT OF CITY OF HOPE'S BOARD AS A SELF-PERPETUATING BOARD FOLLOWING THE CONVERSION OF CITY OF HOPE IN APRIL 2013 TO A NON-STATUTORY MEMBERSHIP ORGANIZATION AND MINOR CHANGES TO FURTHER EFFECTUATE THE CONVERSION, AND (B) CHANGING THE MAXIMUM NUMBER OF AUTHORIZED DIRECTORS TO 15 AND LOWERING THE MINIMUM TO EIGHT. REVISIONS TO EFFECTUATE THE REDESIGN AND STREAMLINING OF THE BOARD'S COMMITTEE STRUCTURE BY COMBINING CERTAIN COMMITTEE FUNCTIONS, LEAVING FOUR EXTANT COMMITTEES: AUDIT AND COMPLIANCE, FINANCE, INVESTMENT AND EXECUTIVE COMPENSATION AND GOVERNANCE.
POLICIES:FORM 990, PART VI, SECTION B, LINE 11B A COPY OF THE FORM 990 IS REVIEWED BY THE AUDIT AND COMPLIANCE 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 EY AND RETAINED TAX COUNSEL. PRIOR TO FILING, THE CITY OF HOPE FORM 990 IS MADE AVAILABLE TO VOTING MEMBERS OF THE CITY OF HOPE BOARD FOR REVIEW ELECTRONICALLY. CITY OF HOPE (95-3435919) IS THE SOLE CORPORATE MEMBER OF THE MEDICAL CENTER, THE MEDICAL FOUNDATION AND BECKMAN RESEARCH INSTITUTE. FORM 990, PART VI, SECTION B, LINE 12C ALL EMPLOYEES OF CITY OF HOPE AND AFFILIATES, BOARD OF DIRECTORS, BOARD COMMITTEE MEMBERS AND RESEARCH TEAM MEMBERS ARE COVERED BY CITY OF HOPE'S APPLICABLE CONFLICT OF INTEREST POLICIES. DETERMINATIONS AS TO WHETHER A CONFLICT OF INTEREST EXISTS AND REVIEW OF CONFLICT DISCLOSURES ARE MADE BY THE CHIEF RISK OFFICER, GENERAL COUNSEL AND, AS APPLICABLE, THE CHAIR OF THE BOARD OF DIRECTORS OR THE CONFLICT OF INTEREST AND COMMITMENT COMMITTEE, BASED UPON THE CATEGORY OF PERSON MAKING THE DISCLOSURE. RESTRICTIONS IMPOSED ON PERSONS WITH A CONFLICT VARY, BASED UPON THE FACTS 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); 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 OF INTEREST 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. SCHEDULE O, FORM 990, PART VI, SECTION B, LINES 15A AND 15B THE EXECUTIVE COMPENSATION AND GOVERNANCE COMMITTEE OF THE BOARD OF DIRECTORS, PURSUANT TO A DELEGATION OF AUTHORITY FROM THE CITY OF HOPE BOARD OF DIRECTORS, IS RESPONSIBLE FOR SETTING THE COMPENSATION OF THE CEO AND CERTAIN OTHER SENIOR EXECUTIVES. THE DIRECTORS ON THIS COMMITTEE ARE INDEPENDENT AND ADHERE TO A STRICT CONFLICT OF INTEREST POLICY 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, 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 CASH COMPENSATION PROGRAMS AT CITY OF HOPE AND AFFILIATES. THE COMMITTEE CARRIES OUT THE BOARD OF DIRECTORS' OVERALL RESPONSIBILITIES RELATING TO EXECUTIVE COMPENSATION. THE EXECUTIVE COMPENSATION PHILOSOPHY IS DESIGNED TO ASSIST IN ATTRACTING AND RETAIN THE CALIBER OF EXECUTIVE LEADERSHIP REQUIRED TO ENABLE CITY OF HOPE TO ACHIEVE OF THE HIGHEST LEVELS OF COMMUNITY BENEFIT, IMPACT TO CLINICAL CARE, QUALITY RESEARCH AND EFFICIENT PHILANTHROPIC DEVELOPMENT. THE COMPENSATION COMMITTEE TARGETS THE 50TH PERCENTILE OF BASE SALARY AND THE 75TH PERCENTILE OF TOTAL CASH OF THE MARKET IN WHICH CITY OF HOPE COMPETES FOR EXECUTIVES. A SUBSTANTIAL PORTION OF EXECUTIVE COMPENSATION IS LINKED DIRECTLY TO PERFORMANCE GOALS APPROVED IN ADVANCE BY THE EXECUTIVE COMPENSATION COMMITTEE. THESE GOALS ARE TIED TO THE PERFORMANCE OF CITY OF HOPE AND AFFILIATES, INCLUDING THE ATTAINMENT OF SPECIFIC BUSINESS OBJECTIVES FOR STRATEGIC AND FINANCIAL PERFORMANCE AS WELL AS NON-FINANCIAL MEASURES SUCH AS PATIENT SATISFACTION AND QUALITY OF PATIENT CARE. AS A CONSEQUENCE, PERFORMANCE COMPENSATION MAY VARY FROM YEAR TO YEAR. THE COMMITTEE CONDUCTS ANNUAL COMPENSATION REVIEWS FOR EXECUTIVES AND CERTAIN KEY EMPLOYEES AND THIS WAS LAST COMPLETED ON DECEMBER 11, 2014. THE COMPENSATION PROGRAMS AND RANGES 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.
DISCLOSURES:FORM 990, PART VI, SECTION C, LINE 19 CITY OF HOPE'S ARTICLES OF INCORPORATION ARE AVAILABLE TO THE PUBLIC FROM THE SECRETARY OF STATE. CITY OF HOPE AND AFFILIATES 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. CITY OF HOPE'S BYLAWS ARE NOT MADE AVAILABLE TO THE PUBLIC.
HOURS WORKED:FORM 990, PART VII 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 PER 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 AND VARIOUS COMMITTEES OF THE BOARD OF DIRECTORS. THE BOARD OF DIRECTORS HELD FOUR REGULARLY SCHEDULED MEETINGS DURING FISCAL YEAR 2014. THE AUDIT AND COMPLIANCE COMMITTEE HELD FIVE REGULARLY SCHEDULED MEETINGS IN FISCAL YEAR 2014. MOST OF THE 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 THE "COMMON PAYMASTER," AS THAT IS 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 ESTIMATES OF THEIR TIME SPENT IN AND FOR EACH SUCH ENTITY. AS "COMMON PAYMASTER," THE MEDICAL CENTER ISSUES EACH OF THESE EMPLOYEES A SINGLE, COMBINED PAYCHECK AND ONE FORM W-2.
RECONCILIATION OF NET ASSETS:FORM 990, PART XI, LINE 9 OTHER CHANGES IN NET ASSETS ARE DETAILED AS FOLLOWS: GENBASIX DISSOLUTION $ (3,517,757) CHANGES IN ACTUARIAL ASSUMPTIONS FOR SPLIT INTEREST AGREEMENTS $ 1,427,319 ------------- TOTAL LINE 9 CHANGES $ (2,090,438)

Schedule R IRS990ScheduleR

Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (3 entries)

Address Line1USAddress/AddressLine1CityUSAddress/CityStateUSAddress/StateZIP CodeUSAddress/ZIPCodeEINEINPrimary ActivitiesPrimaryActivitiesTxtLegal Domicile StateLegalDomicileStateCdExempt Code SectionExemptCodeSectionTxtPublic Charity StatusPublicCharityStatusTxtBusiness Name Line1DirectControllingEntityName/BusinessNameLine1Controlled 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)

Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (3 entries)

Address Line1USAddress/AddressLine1CityUSAddress/CityStateUSAddress/StateZIP CodeUSAddress/ZIPCodeEINEINPrimary ActivitiesPrimaryActivitiesTxtLegal Domicile StateLegalDomicileStateCdBusiness Name Line1DirectControllingEntityName/BusinessNameLine1Entity TypeEntityTypeTxtOwnershipOwnershipPctControlled OrganizationControlledOrganizationInd
GENBASIX INC
1500 EAST DUARTE ROADDUARTECA91010911949357GENOMICSDECOHC CORP.1.00000Yes (true)
ONCOLOGY MANAGEMENT SERVICES INC
1500 EAST DUARTE ROADDUARTECA91010330557670LEASING AGENTCACOH Med CtrC CORPfalse
CHARITABLE REMAINDER TRUSTS (17)
1055 WILSHIRE BLVDLOS ANGELESCA90017SupportCACOHTrustfalse
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 OrgfalsePerformOfServicesForOthOrgInd
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 OrgYes (true)TransferFromOtherOrgInd

Transactions Related Org TransactionsRelatedOrgGrp (32 entries)

Transaction TypeTransactionTypeTxtInvolvedInvolvedAmtMethod Of Amount DeterminationMethodOfAmountDeterminationTxt
CITY OF HOPE NATIONAL MEDICAL CENTER
B$32,942,981FMV
BECKMAN RESEARCH INSTITUTE OF CITY OF HOPE
B$184,727,119FMV
FASHION AND RETAIL GROUP (0031)
C$450,640FMV
NEW JERSEY CHAPTER (1647)
C$51,730FMV
Home FurnishConsumer Electronics Ind (0715)
C$1,225,034FMV
East End ChapterJeanne Kaye League (0732)
C$114,168FMV
National Professional Salon Industry (0835)
C$301,560FMV
Philly4Hope (1648)
C$74,806FMV
Music and Entertainment Industry (1050)
C$1,233,447FMV
Food Industries Circle Chapter (1081)
C$2,191,868FMV
Construction Industries Alliance Ch (1082)
C$412,184FMV
HardwareHome Improvement Ind Council (1183)
C$2,704,598FMV
No CA Food & Drugs Inds Circle (1203)
C$965,398FMV
California Insurance Council (1215)
C$1,170,930FMV
Construction and RE Industry Council (1225)
C$555,323FMV
Women's Council-San Diego Cty (1616)
C$58,273FMV
National Office Products Council (1362)
c$4,295,080FMV
No Cal RE & Constr Bus Alliance (1439)
C$665,482FMV
Pacific NW Food Industries Circle (1481)
C$526,273FMV
LA Real EstateConstruction Council (1487)
C$450,912FMV
Southwest Food Industries Circle (1562)
C$186,090FMV
Desert Communities Women's Council (1601)
C$96,668FMV
Gems of the Desert Chapter (1631)
C$81,081FMV
Beckman Research Institute of City of Hope
P$787,514FMV
City of Hope National Medical Center
Q$3,595,028FMV
City of Hope National Medical Center
P$7,312,460FMV
Beckman Research Institute of City of Hope
Q$2,063,961FMV
City of Hope National Medical Center
O$1,349,156FMV
CITY OF HOPE MEDICAL FOUNDATION
S$21,550,000FMV
CITY OF HOPE MEDICAL FOUNDATION
J$675,000FMV
CITY OF HOPE MEDICAL FOUNDATION
D$26,900,000FMV
CITY OF HOPE NATIONAL MEDICAL CENTER
M$5,925,041FMV

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferenceSCHEDULE R, PART IIFormAndLineReferenceDesc
ExplanationIN 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.ExplanationTxt

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