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
- Form 990
- Schedule A
- Schedule B
- Schedule C
- Schedule D
- Schedule F
- Schedule G
- Schedule I
- Schedule J
- Schedule L
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2015-08-12T16:07:48-05:00 | ReturnTs |
| Tax Period End | 2014-09-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ERNST & YOUNG US LLP | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 18111 VON KARMAN AVENUE SUITE 1000 | AddressLine1 |
| City | IRVINE | City |
| State | CA | State |
| ZIP Code | 92612 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2013-10-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 953435919 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | City of Hope | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % RICHARD MAGNUSON/CITY OF HOP | InCareOfNm |
| Business Name Control | CITY | BusinessNameControlTxt |
| Phone | 6269305445 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1500 East Duarte Road | AddressLine1 |
| Address Line2 | Suite | AddressLine2 |
| City | Duarte | City |
| State | CA | State |
| ZIP Code | 91010 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | RICHARD MAGNUSON | PersonNm |
| Person Title | CHIEF FINANCIAL OFFICER | PersonTitleTxt |
| Phone | 6263018815 | PhoneNum |
| Signature | 2015-08-10 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | KARA ADAMS | PreparerPersonNm |
| PTIN | P00023315 | PTIN |
| Phone | 6263018815 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2013 | TaxYr |
| Build TS | 2016-02-25 16:41:14Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Change | Yes (X) | AddressChangeInd |
| Principal Officer | Robert Stone | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1500 East Duarte Road | AddressLine1 |
| City | Duarte | City |
| State | CA | State |
| ZIP Code | 91010 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $859,262,497 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | www.cityofhope.org | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1980 | FormationYr |
| Legal Domicile State | CA | LegalDomicileStateCd |
| Activity Or Mission | RAISE 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 Body | 11 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 11 | VotingMembersIndependentCnt |
| Total Employee | 202 | TotalEmployeeCnt |
| Total Volunteers | 10000 | TotalVolunteersCnt |
| Total Gross UBI | -$586,003 | TotalGrossUBIAmt |
| PY Contributions Grants | $122,465,764 | PYContributionsGrantsAmt |
| CY Contributions Grants | $106,947,502 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $0 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $0 | CYProgramServiceRevenueAmt |
| PY Investment Income | $19,024,515 | PYInvestmentIncomeAmt |
| CY Investment Income | $33,704,076 | CYInvestmentIncomeAmt |
| PY Other Revenue | $248,194,989 | PYOtherRevenueAmt |
| CY Other Revenue | $248,773,926 | CYOtherRevenueAmt |
| PY Total Revenue | $389,685,268 | PYTotalRevenueAmt |
| CY Total Revenue | $389,425,504 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $211,168,997 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $217,670,100 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $22,647,595 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $24,114,485 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $3,234,243 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $4,235,088 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $20,965,589 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $17,994,061 | PYOtherExpensesAmt |
| CY Other Expenses | $16,314,019 | CYOtherExpensesAmt |
| PY Total Expenses | $255,044,896 | PYTotalExpensesAmt |
| CY Total Expenses | $262,333,692 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $134,640,372 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $127,091,812 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $798,389,825 | TotalAssetsBOYAmt |
| Total Assets EOY | $951,552,923 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $25,754,751 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $22,997,962 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $772,635,074 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $928,554,961 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | SEE SCHEDULE O | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $217,670,100 | ExpenseAmt |
| Grant | $217,670,100 | GrantAmt |
| Revenue | $0 | RevenueAmt |
| Desc | GRANTS MADE TO SUPPORT MEDICAL RESEARCH AND HEALTH CARE ACTIVITIES OF THE CITY OF HOPE NATIONAL MEDICAL CENTER AND THE BECKMAN RESEARCH INSTITUTE OF THE CITY OF HOPE. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $3,261,354 | ExpenseAmt |
| Grant | $0 | GrantAmt |
| Revenue | $0 | RevenueAmt |
| Desc | A 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 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $220,931,454 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (true) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (true) | ScheduleBRequiredInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | Yes (true) | LobbyingActivitiesInd |
| Subject To Proxy Tax | false | SubjectToProxyTaxInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Conservation Easements | false | ConservationEasementsInd |
| Collections Of Art | false | CollectionsOfArtInd |
| Credit Counseling | false | CreditCounselingInd |
| Temp Or Permanent Endowments | Yes (true) | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (true) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | Yes (true) | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | false | ReportProgramRelatedInvstInd |
| Report Other Assets | false | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (true) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (true) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | false | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (true) | ConsolidatedAuditFinclStmtInd |
| School Operating | false | SchoolOperatingInd |
| Foreign Office | false | ForeignOfficeInd |
| Foreign Activities | Yes (true) | ForeignActivitiesInd |
| More Than5000 K To Org | false | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividualsInd |
| Professional Fundraising | Yes (true) | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (true) | FundraisingActivitiesInd |
| Gaming Activities | false | GamingActivitiesInd |
| Operate Hospital | false | OperateHospitalInd |
| Grants To Organizations | Yes (true) | GrantsToOrganizationsInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Schedule J Required | Yes (true) | ScheduleJRequiredInd |
| Tax Exempt Bonds | false | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | false | PYExcessBenefitTransInd |
| Loan Outstanding | Yes (true) | LoanOutstandingInd |
| Grant To Related Person | false | GrantToRelatedPersonInd |
| Business Rln With Org Mem | false | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | false | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | false | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | Yes (true) | DeductibleNonCashContriInd |
| Deductible Art Contribution | false | DeductibleArtContributionInd |
| Terminate Operations | false | TerminateOperationsInd |
| Partial Liquidation | false | PartialLiquidationInd |
| Disregarded Entity | false | DisregardedEntityInd |
| Related Entity | Yes (true) | RelatedEntityInd |
| Related Organization Ctrl Ent | Yes (true) | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | Yes (true) | TransactionWithControlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | false | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | false | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (true) | ScheduleORequiredInd |
| Info In Schedule O Part V | Yes (X) | InfoInScheduleOPartVInd |
| IRP Document | 220 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (true) | BackupWthldComplianceInd |
| Employee | 202 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (true) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | Yes (true) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (true) | Form990TFiledInd |
| Foreign Financial Account | Yes (true) | ForeignFinancialAccountInd |
| Foreign Country | BD | ForeignCountryCd |
| Foreign Country | VI | ForeignCountryCd |
| Foreign Country | CJ | ForeignCountryCd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | false | TaxablePartyNotificationInd |
| Nondeductible Contributions | false | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | Yes (true) | QuidProQuoContributionsInd |
| Quid Pro Quo Contri Discl | Yes (true) | QuidProQuoContriDisclInd |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | false | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 11 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 11 | IndependentVotingMemberCnt |
| Family Or Business Rln | false | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | false | DelegationOfMgmtDutiesInd |
| Change To Org Documents | Yes (true) | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | false | MembersOrStockholdersInd |
| Election Of Board Members | false | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | false | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (true) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (true) | MinutesOfCommitteesInd |
| Officer Mailing Address | false | OfficerMailingAddressInd |
| Local Chapters | Yes (true) | LocalChaptersInd |
| Policies Reference Chapters | Yes (true) | PoliciesReferenceChaptersInd |
| Form990 Provided To Gvrn Body | Yes (true) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (true) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (true) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (true) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (true) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (true) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (true) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (true) | CompensationProcessOtherInd |
| Investment In Joint Venture | false | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | AL | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | AK | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | AZ | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | AR | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | CA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | CO | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | CT | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | DE | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | FL | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | GA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | HI | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | IL | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | IN | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | KS | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | KY | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | ME | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MD | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MI | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MN | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MS | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MO | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NH | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NJ | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NM | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NY | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NC | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | ND | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | OH | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | OK | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | OR | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | PA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | RI | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | SC | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | TN | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | UT | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | WA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | WV | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | WI | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | RICHARD MAGNUSONCITY OF HOP | PersonNm |
| Phone | 6263018815 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1500 E DUARTE ROAD | AddressLine1 |
| City | DUARTE | City |
| State | CA | State |
| ZIP Code | 91010 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part VII | Yes (X) | InfoInScheduleOPartVIIInd |
Form990 Part VII Section A Form990PartVIISectionAGrp (34 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Key EmployeeKeyEmployeeInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd | Former Ofcr Director TrusteeFormerOfcrDirectorTrusteeInd |
|---|---|---|---|---|---|---|---|---|---|---|
| Alexander Cappello | ||||||||||
| Board Member | 2.0 | 0.0 | Yes (X) | |||||||
| Anthony Scott | ||||||||||
| Board Member | 2.0 | 0.0 | Yes (X) | |||||||
| Eddy W Hartenstein | ||||||||||
| Board Member | 2.0 | 0.0 | Yes (X) | |||||||
| Harry Levitt | ||||||||||
| Board Member | 2.0 | 0.0 | Yes (X) | |||||||
| Jody Horowitz Marsh | ||||||||||
| Board Member | 2.0 | 2.0 | Yes (X) | |||||||
| John Boushy | ||||||||||
| Board Member (PART YEAR) | 2.0 | 0.0 | Yes (X) | |||||||
| Michael E Keane | ||||||||||
| Board Member | 2.0 | 0.0 | Yes (X) | |||||||
| Norman Payson | ||||||||||
| BOARD MEMBER, CHAIRMAN | 2.0 | 2.0 | Yes (X) | Yes (X) | ||||||
| Robert Cook | ||||||||||
| Board Member (PART YEAR) | 2.0 | 0.0 | Yes (X) | |||||||
| Rodney Freeman | ||||||||||
| Board Member | 2.0 | 0.0 | Yes (X) | |||||||
| Ronald Silverman | ||||||||||
| Board Member | 2.0 | 0.0 | Yes (X) | |||||||
| Selwyn Isakow | ||||||||||
| BOARD MEMBER, VICE-CHAIRMAN | 2.0 | 0.0 | Yes (X) | |||||||
| Sheri Biller | ||||||||||
| Board Chair (PART YEAR) | 3.0 | 0.0 | Yes (X) | |||||||
| Terry Peets | ||||||||||
| Board Member (PART YEAR) | 2.0 | 0.0 | Yes (X) | |||||||
| Randolph Beatty | ||||||||||
| Board Member | 2.0 | 3.0 | Yes (X) | |||||||
| Gregory Schetina | ||||||||||
| General Counsel & Secretary | 15.0 | 45.0 | Yes (X) | $142,808 | $428,421 | $95,349 | ||||
| Kathleen Kane | ||||||||||
| Asst Sec/ Chief Phil/ Ext Rel | 60.0 | 0.0 | Yes (X) | $859,602 | $0 | $92,366 | ||||
| Michael Friedman MD | ||||||||||
| CEO - OUTGOING | 48.0 | 12.0 | Yes (X) | $1,216,843 | $304,211 | $124,948 | ||||
| Paul Blodgett | ||||||||||
| ASST SECRETARY/SVP Major Gifts | 60.0 | 0.0 | Yes (X) | $502,985 | $0 | $40,832 | ||||
| Robert W Stone | ||||||||||
| PRESIDENT AND CEO | 18.0 | 42.0 | Yes (X) | $344,969 | $804,927 | $160,357 | ||||
| William Sargeant | ||||||||||
| Assistant Secretary/COO | 15.0 | 45.0 | Yes (X) | $209,149 | $627,441 | $139,173 | ||||
| Richard Magnuson | ||||||||||
| Treasurer/CFO | 15.0 | 45.0 | Yes (X) | $208,643 | $625,929 | $110,526 | ||||
| Wael Fakhry | ||||||||||
| Assistant Treasurer/SVP FinOps | 3.0 | 57.0 | Yes (X) | $21,813 | $385,140 | $61,575 | ||||
| Alan Levey | ||||||||||
| SVP Strategic Planning | 60.0 | 0.0 | $466,749 | $0 | $49,770 | Yes (X) | ||||
| Mary Koppel | ||||||||||
| SVP, Communications | 60.0 | 0.0 | $259,078 | $0 | $52,102 | Yes (X) | ||||
| Stephanie Neuvirth | ||||||||||
| Chief HR Officer | 15.0 | 45.0 | $172,354 | $517,059 | $129,820 | Yes (X) | ||||
| Paul Conocenti | ||||||||||
| SVP and CIO | 15.0 | 45.0 | $166,900 | $500,695 | $69,952 | Yes (X) | ||||
| Debra Fields | ||||||||||
| Chief Risk Officer | 15.0 | 45.0 | $142,937 | $428,809 | $97,671 | Yes (X) | ||||
| Amy Goldman | ||||||||||
| VP Gift Planning | 60.0 | 0.0 | $302,148 | $0 | $26,908 | Yes (X) | ||||
| David Carter | ||||||||||
| VP Finance & Admin | 60.0 | 0.0 | $295,055 | $0 | $35,746 | Yes (X) | ||||
| Steven G Martin | ||||||||||
| AVP Communications | 60.0 | 0.0 | $405,620 | $0 | $33,056 | Yes (X) | ||||
| Noelle Gervais | ||||||||||
| VP, Foundation Relations | 60.0 | 0.0 | $287,884 | $0 | $36,052 | Yes (X) | ||||
| Richard Thompson | ||||||||||
| VP, Facilities | 15.0 | 45.0 | $95,786 | $287,355 | $29,679 | Yes (X) | ||||
| Valerie Bingham | ||||||||||
| Former Officer-VP/Controller | 21.0 | 39.0 | $99,552 | $184,879 | $44,963 | Yes (X) | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $6,200,875 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $5,094,866 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $1,430,845 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 49 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | Yes (true) | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (true) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1 | CityContractorAddress/USAddress/City | StateContractorAddress/USAddress/State | ZIP CodeContractorAddress/USAddress/ZIPCode | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| CHAPMAN CUBINE ADAMS HUSSEY | |||||
| 1600 WILSON BLVD SUITE 300 | ARLINGTON | VA | 22209 | PROF. FUNDRAISING | $2,658,669 |
| PRODUCTION MGMT GROUP | |||||
| 7160 COLUMBIA GATEWAY DRIVE | COLUMBIA | MD | 21046 | DIRECT MAIL SERVICES | $1,124,310 |
| ANGELES INVESTMENT ADVISORS | |||||
| 429 SANTA MONICA BLVD | SANTA MONICA | CA | 90401 | INVESTMENT ADVISORS | $781,080 |
| INSIGHT GLOBAL INC | |||||
| 725 S FIGUEROA 3250 | LOS ANGELES | CA | 90017 | TECHNOLOGY STAFFING | $726,355 |
| HISTORY FACTORY | |||||
| 1919 M STREET NW SUITE 610 | WASHINGTON | DC | 20036 | CONSULTING | $698,472 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 21 | CntrctRcvdGreaterThan100KCnt |
| Fundraising | $3,681,784 | FundraisingAmt |
| Related Organizations | $18,487,017 | RelatedOrganizationsAmt |
| All Other Contributions | $84,778,701 | AllOtherContributionsAmt |
| Noncash Contributions | $4,694,620 | NoncashContributionsAmt |
| Total Contributions | $106,947,502 | TotalContributionsAmt |
| Total Program Service Revenue | $0 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $11,953,343 | TotalRevenueColumnAmt |
| Exclusion | $11,953,343 | ExclusionAmt |
Incm From Invest Bond Proceeds IncmFromInvestBondProceedsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Royalties Revenue RoyaltiesRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $247,853,292 | TotalRevenueColumnAmt |
| Exclusion | $247,853,292 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $1,010,689 | RealAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $2,832 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $1,007,857 | RealAmt |
| Personal | $0 | PersonalAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,007,857 | TotalRevenueColumnAmt |
| Exclusion | $1,007,857 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $488,734,868 | SecuritiesAmt |
| Other | $2,085,997 | OtherAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $467,035,132 | SecuritiesAmt |
| Other | $2,035,000 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $21,699,736 | SecuritiesAmt |
| Other | $50,997 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $21,750,733 | TotalRevenueColumnAmt |
| Exclusion | $21,750,733 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $877,146 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $3,681,784 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $764,029 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $113,117 | TotalRevenueColumnAmt |
| Exclusion | $113,117 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gaming Gross Income | $6,136 | GamingGrossIncomeAmt |
Net Income From Gaming NetIncomeFromGamingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $6,136 | TotalRevenueColumnAmt |
| Exclusion | $6,136 | ExclusionAmt |
Net Income Or Loss NetIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Other Revenue Misc OtherRevenueMiscGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Unrelated Business RevenueUnrelatedBusinessRevenueAmt | ExclusionExclusionAmt |
|---|---|---|---|---|
| INVESTMENT INCOME FROM K-1'S | 525990 | -$586,003 | -$586,003 | |
| MISCELLANEOUS INCOME | 900099 | $375,609 | $375,609 | |
| UNCLAIMED PROPERTY | 900099 | $3,918 | $3,918 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | -$206,476 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $389,425,504 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | -$586,003 | UnrelatedBusinessRevenueAmt |
| Exclusion | $283,064,005 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $217,670,100 | TotalAmt |
| Program Services | $217,670,100 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Foreign Grants ForeignGrantsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Benefits To Members BenefitsToMembersGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,377,948 | TotalAmt |
| Program Services | $133,805 | ProgramServicesAmt |
| Management And General | $2,424,579 | ManagementAndGeneralAmt |
| Fundraising | $2,819,564 | FundraisingAmt |
Comp Disqual Persons CompDisqualPersonsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $120,513 | TotalAmt |
| Management And General | $120,513 | ManagementAndGeneralAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $14,757,645 | TotalAmt |
| Program Services | $1,752,197 | ProgramServicesAmt |
| Management And General | $5,418,681 | ManagementAndGeneralAmt |
| Fundraising | $7,586,767 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $662,712 | TotalAmt |
| Program Services | $70,617 | ProgramServicesAmt |
| Management And General | $224,199 | ManagementAndGeneralAmt |
| Fundraising | $367,896 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,839,426 | TotalAmt |
| Program Services | $185,946 | ProgramServicesAmt |
| Management And General | $692,678 | ManagementAndGeneralAmt |
| Fundraising | $960,802 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,356,241 | TotalAmt |
| Program Services | $130,448 | ProgramServicesAmt |
| Management And General | $525,804 | ManagementAndGeneralAmt |
| Fundraising | $699,989 | FundraisingAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,185,456 | TotalAmt |
| Management And General | $2,185,456 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $31,222 | TotalAmt |
| Management And General | $31,222 | ManagementAndGeneralAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,235,088 | TotalAmt |
| Fundraising | $4,235,088 | FundraisingAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,749,325 | TotalAmt |
| Management And General | $1,749,325 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,631,939 | TotalAmt |
| Program Services | $147,564 | ProgramServicesAmt |
| Management And General | $3,015,225 | ManagementAndGeneralAmt |
| Fundraising | $469,150 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $335,670 | TotalAmt |
| Program Services | $20,599 | ProgramServicesAmt |
| Management And General | $26,100 | ManagementAndGeneralAmt |
| Fundraising | $288,971 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,665,715 | TotalAmt |
| Program Services | $153,522 | ProgramServicesAmt |
| Management And General | $783,851 | ManagementAndGeneralAmt |
| Fundraising | $728,342 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $855,101 | TotalAmt |
| Program Services | $76 | ProgramServicesAmt |
| Management And General | $801,898 | ManagementAndGeneralAmt |
| Fundraising | $53,127 | FundraisingAmt |
Royalties RoyaltiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,950,192 | TotalAmt |
| Program Services | $195,108 | ProgramServicesAmt |
| Management And General | $915,066 | ManagementAndGeneralAmt |
| Fundraising | $840,018 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $552,126 | TotalAmt |
| Program Services | $150,641 | ProgramServicesAmt |
| Management And General | $143,056 | ManagementAndGeneralAmt |
| Fundraising | $258,429 | FundraisingAmt |
Pymt Travel Entrtnmnt Pub Ofcl PymtTravelEntrtnmntPubOfclGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $195,806 | TotalAmt |
| Program Services | $24,671 | ProgramServicesAmt |
| Management And General | $52,086 | ManagementAndGeneralAmt |
| Fundraising | $119,049 | FundraisingAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $51,477 | TotalAmt |
| Management And General | $51,477 | ManagementAndGeneralAmt |
Payments To Affiliates PaymentsToAffiliatesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,129,710 | TotalAmt |
| Program Services | $231,359 | ProgramServicesAmt |
| Management And General | $853,820 | ManagementAndGeneralAmt |
| Fundraising | $1,044,531 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $147,477 | TotalAmt |
| Program Services | $17,305 | ProgramServicesAmt |
| Management And General | $53,630 | ManagementAndGeneralAmt |
| Fundraising | $76,542 | FundraisingAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $483,021 | TotalAmt |
| Program Services | $14,886 | ProgramServicesAmt |
| Management And General | $202,075 | ManagementAndGeneralAmt |
| Fundraising | $266,060 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $262,333,692 | TotalAmt |
| Program Services | $220,931,454 | ProgramServicesAmt |
| Management And General | $20,436,649 | ManagementAndGeneralAmt |
| Fundraising | $20,965,589 | FundraisingAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Joint Costs | Yes (X) | JointCostsInd |
Total Joint Costs TotalJointCostsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $11,476,299 | TotalAmt |
| Program Services | $2,392,320 | ProgramServicesAmt |
| Management And General | $3,280,829 | ManagementAndGeneralAmt |
| Fundraising | $5,803,150 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,037,323 | BOYAmt |
| EOY | $0 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $65,441,970 | BOYAmt |
| EOY | $57,421,131 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $63,912,857 | BOYAmt |
| EOY | $71,343,781 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,024,939 | BOYAmt |
| EOY | $4,625,265 | EOYAmt |
Receivables From Officers Etc ReceivablesFromOfficersEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $495,346 | EOYAmt |
Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $214,060 | BOYAmt |
| EOY | $299,639 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $859,514 | BOYAmt |
| EOY | $719,095 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $29,377,501 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $15,189,187 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $15,845,117 | BOYAmt |
| EOY | $14,188,314 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $322,305,638 | BOYAmt |
| EOY | $383,333,910 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $295,631,815 | BOYAmt |
| EOY | $388,913,245 | EOYAmt |
Investments Program Related InvestmentsProgramRelatedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Intangible Assets IntangibleAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $23,116,592 | BOYAmt |
| EOY | $30,213,197 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $798,389,825 | BOYAmt |
| EOY | $951,552,923 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,513,115 | BOYAmt |
| EOY | $4,609,342 | EOYAmt |
Grants Payable GrantsPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $354,109 | BOYAmt |
| EOY | $220,372 | EOYAmt |
Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Escrow Account Liability EscrowAccountLiabilityGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Loans From Officers Directors LoansFromOfficersDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $18,887,527 | BOYAmt |
| EOY | $18,168,248 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $25,754,751 | BOYAmt |
| EOY | $22,997,962 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $477,227,265 | BOYAmt |
| EOY | $590,129,530 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $165,822,712 | BOYAmt |
| EOY | $199,256,058 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $129,585,097 | BOYAmt |
| EOY | $139,169,373 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $772,635,074 | BOYAmt |
| EOY | $928,554,961 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $798,389,825 | BOYAmt |
| EOY | $951,552,923 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $127,091,812 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $30,918,513 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | -$2,090,438 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | false | AccountantCompileOrReviewInd |
| FS Audited | Yes (true) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Consolidated Basis Fincl Stmt | Yes (X) | ConsolidatedBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (true) | AuditCommitteeInd |
| Federal Grant Audit Required | false | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $100,269,378 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $81,778,221 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $91,357,677 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $122,465,764 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $106,947,502 | CurrentTaxYearAmt |
| Total | $502,818,542 | TotalAmt |
Tax Rev Levied Orgnztnl Bnft170 TaxRevLeviedOrgnztnlBnft170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Govt Furn Srvc Fclts Vl170 GovtFurnSrvcFcltsVl170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $100,269,378 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $81,778,221 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $91,357,677 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $122,465,764 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $106,947,502 | CurrentTaxYearAmt |
| Total | $502,818,542 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $48,372,625 | SubstantialContributorsTotAmt |
| Public Support Total170 | $454,445,917 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $206,479,683 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $204,040,515 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $226,844,832 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $256,545,967 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $260,231,321 | CurrentTaxYearAmt |
| Total | $1,154,142,318 | TotalAmt |
Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $718,122 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $294,376 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $265,668 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $549,833 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $119,253 | CurrentTaxYearAmt |
| Total | $1,947,252 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $390,534 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $254,993 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $247,192 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $197,767 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $379,527 | CurrentTaxYearAmt |
| Total | $1,470,013 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $1,660,378,125 | TotalSupportAmt |
| Public Support CY170 | 0.27370 | PublicSupportCY170Pct |
| Public Support PY170 | 0.31352 | PublicSupportPY170Pct |
| Ten Pct Facts Crcmstncs Test CY | Yes (X) | TenPctFactsCrcmstncsTestCYInd |
Form990 Schedule A Part IV Form990ScheduleAPartIVGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | FACTS AND CIRCUMSTANCES: | FormAndLineReferenceDesc |
| Explanation | FORM 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule C IRS990ScheduleC
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Belongs Afflt Grp | Yes (X) | OrganizationBelongsAffltGrpInd |
| Total Grassroots Lobbying | TotalGrassrootsLobbyingGrp |
Total Direct Lobbying TotalDirectLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Affiliated Group Total | $1,027,111 | AffiliatedGroupTotalAmt |
Total Lobbying Expend TotalLobbyingExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Affiliated Group Total | $1,027,111 | AffiliatedGroupTotalAmt |
Other Exempt Purpose Expend OtherExemptPurposeExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $262,333,692 | FilingOrganizationsTotalAmt |
| Affiliated Group Total | $1,393,404,224 | AffiliatedGroupTotalAmt |
Total Exempt Purpose Expend TotalExemptPurposeExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $262,333,692 | FilingOrganizationsTotalAmt |
| Affiliated Group Total | $1,394,431,335 | AffiliatedGroupTotalAmt |
Lobbying Nontaxable Amount LobbyingNontaxableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $1,000,000 | FilingOrganizationsTotalAmt |
| Affiliated Group Total | $1,000,000 | AffiliatedGroupTotalAmt |
Grassroots Nontaxable GrassrootsNontaxableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $250,000 | FilingOrganizationsTotalAmt |
| Affiliated Group Total | $250,000 | AffiliatedGroupTotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Lbbyng Grassroot Mns Non Tx | TotLbbyngGrassrootMnsNonTxGrp |
Tot Lbby Expend Mns Lbbyng Non Tx TotLbbyExpendMnsLbbyngNonTxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Affiliated Group Total | $27,111 | AffiliatedGroupTotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form4720 Filed | false | Form4720FiledInd |
Avg Lobbying Nontaxable Amount AvgLobbyingNontaxableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $1,000,000 | CurrentYearMinus3Amt |
| Current Year Minus2 | $1,000,000 | CurrentYearMinus2Amt |
| Current Year Minus1 | $1,000,000 | CurrentYearMinus1Amt |
| Current Year | $1,000,000 | CurrentYearAmt |
| Total | $4,000,000 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Lobbying Ceiling | $6,000,000 | LobbyingCeilingAmt |
Avg Total Lobbying Expend AvgTotalLobbyingExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $547,607 | CurrentYearMinus3Amt |
| Current Year Minus2 | $498,406 | CurrentYearMinus2Amt |
| Current Year Minus1 | $387,460 | CurrentYearMinus1Amt |
| Current Year | $1,027,111 | CurrentYearAmt |
| Total | $2,460,584 | TotalAmt |
Avg Grassroots Nontaxable AvgGrassrootsNontaxableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $250,000 | CurrentYearMinus3Amt |
| Current Year Minus2 | $250,000 | CurrentYearMinus2Amt |
| Current Year Minus1 | $250,000 | CurrentYearMinus1Amt |
| Current Year | $250,000 | CurrentYearAmt |
| Total | $1,000,000 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grassroots Ceiling | $1,500,000 | GrassrootsCeilingAmt |
Avg Grassroots Lobbying Expend AvgGrassrootsLobbyingExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $0 | CurrentYearMinus3Amt |
| Current Year Minus2 | $0 | CurrentYearMinus2Amt |
| Current Year Minus1 | $15,000 | CurrentYearMinus1Amt |
| Current Year | $0 | CurrentYearAmt |
| Total | $15,000 | TotalAmt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE C, PART II-A | FormAndLineReferenceDesc |
| Explanation | ALTHOUGH THIS QUESTION WAS ANSWERED YES, CITY OF HOPE HAS NOT MADE THE 501(H) ELECTION AND DOES NOT HAVE ANY DIRECT LOBBYING EXPENDITURES IN FISCAL YEAR 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 = NONE | ExplanationTxt |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Art Public Exhibition Amounts | ArtPublicExhibitionAmountsGrp | |
| Held Works Art | HeldWorksArtGrp |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $193,613,162 | BeginningYearBalanceAmt |
| Contributions | $10,733,703 | ContributionsAmt |
| Investment Earnings Or Losses | $22,263,288 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $2,747,466 | OtherExpendituresAmt |
| Administrative Expenses | $434,538 | AdministrativeExpensesAmt |
| End Year Balance | $223,428,149 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $170,288,798 | BeginningYearBalanceAmt |
| Contributions | $6,115,042 | ContributionsAmt |
| Investment Earnings Or Losses | $19,927,835 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $2,150,192 | OtherExpendituresAmt |
| Administrative Expenses | $568,322 | AdministrativeExpensesAmt |
| End Year Balance | $193,613,161 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $135,653,795 | BeginningYearBalanceAmt |
| Contributions | $12,352,137 | ContributionsAmt |
| Investment Earnings Or Losses | $24,763,692 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $2,219,522 | OtherExpendituresAmt |
| Administrative Expenses | $261,304 | AdministrativeExpensesAmt |
| End Year Balance | $170,288,798 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $131,237,432 | BeginningYearBalanceAmt |
| Contributions | $17,867,478 | ContributionsAmt |
| Investment Earnings Or Losses | -$10,940,266 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $2,337,696 | OtherExpendituresAmt |
| Administrative Expenses | $173,153 | AdministrativeExpensesAmt |
| End Year Balance | $135,653,795 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $103,205,855 | BeginningYearBalanceAmt |
| Contributions | $19,844,392 | ContributionsAmt |
| Investment Earnings Or Losses | $11,665,104 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $3,372,395 | OtherExpendituresAmt |
| Administrative Expenses | $105,524 | AdministrativeExpensesAmt |
| End Year Balance | $131,237,432 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.26220 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.59585 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.14195 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | false | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | false | EndowmentsHeldRelatedOrgInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | $1,280,447 | InvestmentCostOrOtherBasisAmt |
| Other Cost Or Other Basis | $3,405,312 | OtherCostOrOtherBasisAmt |
| Book Value | $4,685,759 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $6,808,333 | OtherCostOrOtherBasisAmt |
| Depreciation | $830,620 | DepreciationAmt |
| Book Value | $5,977,713 | BookValueAmt |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $2,135,741 | OtherCostOrOtherBasisAmt |
| Depreciation | $2,055,919 | DepreciationAmt |
| Book Value | $79,822 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $15,683,515 | OtherCostOrOtherBasisAmt |
| Depreciation | $12,302,648 | DepreciationAmt |
| Book Value | $3,380,867 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $64,153 | OtherCostOrOtherBasisAmt |
| Book Value | $64,153 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $14,188,314 | TotalBookValueLandBuildingsAmt |
| Financial Derivatives | FinancialDerivativesGrp | |
| Closely Held Equity Interests | CloselyHeldEquityInterestsGrp |
Other Securities OtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ALTERNATIVE INVESTMENTS | Desc |
| Book Value | $388,913,245 | BookValueAmt |
| Method Valuation | F | MethodValuationCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $388,913,245 | TotalBookValueSecuritiesAmt |
| Federal Income Tax Liability | $0 | FederalIncomeTaxLiabilityAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (3 entries)
| DescDesc | AmtAmt |
|---|---|
| ANNUITANT OBLIGATIONS | $17,574,087 |
| DUE TO AFFILIATES | $585,823 |
| OTHER LIABILITIES | $8,338 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $18,168,248 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| 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)
| RegionRegionTxt | Type Of Activities ConductedTypeOfActivitiesConductedTxt | Region Total ExpendituresRegionTotalExpendituresAmt |
|---|---|---|
| Central America and the Caribbean | Investments | $120,989,829 |
| Central America and the Caribbean | Fundraising | |
| East Asia and the Pacific | Fundraising | |
| Europe (Including Iceland and Greenland) | Fundraising | |
| North America | Fundraising |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Spent | $120,989,829 | SubtotalSpentAmt |
| Total Spent | $120,989,829 | TotalSpentAmt |
| Transfer To Foreign Corp | Yes (true) | TransferToForeignCorpInd |
| Interest In Foreign Trust | false | InterestInForeignTrustInd |
| Foreign Corp Ownership | Yes (true) | ForeignCorpOwnershipInd |
| Passive Foreign Investmest Co | Yes (true) | PassiveForeignInvestmestCoInd |
| Foreign Partnership | Yes (true) | ForeignPartnershipInd |
| Boycott Countries | false | BoycottCountriesInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | FOREIGN ACTIVITIES: | FormAndLineReferenceDesc |
| Explanation | SCHEDULE 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Mail Solicitations | Yes (X) | MailSolicitationsInd |
| Email Solicitations | Yes (X) | EmailSolicitationsInd |
| Phone Solicitations | Yes (X) | PhoneSolicitationsInd |
| In Person Solicitations | Yes (X) | InPersonSolicitationsInd |
| Solicitation Of Non Govt Grants | Yes (X) | SolicitationOfNonGovtGrantsInd |
| Special Fundraising Events | Yes (X) | SpecialFundraisingEventsInd |
| Agrmt Prof Fundraising Acty | Yes (true) | AgrmtProfFundraisingActyInd |
Fundraiser Activity Info FundraiserActivityInfoGrp (5 entries)
| ActivityActivityTxt | Fundraiser Control Of FundsFundraiserControlOfFundsInd | Retained By ContractorRetainedByContractorAmt | Gross ReceiptsGrossReceiptsAmt | Net To OrganizationNetToOrganizationAmt |
|---|---|---|---|---|
| Phyllis Freedman | ||||
| Materials Design | false | $186,612 | ||
| Market Smart LLC | ||||
| Website Content | false | $355,579 | ||
| Chapman Cubine et al | ||||
| Email/mail Solicits | false | $3,540,699 | $6,907,354 | $3,366,655 |
| Donor Services Group | ||||
| Phone Solicits | false | $130,154 | $151,600 | $21,446 |
| DCM Inc | ||||
| phone solicits | false | $22,044 | $50,028 | $27,984 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Gross Receipts | $7,108,982 | TotalGrossReceiptsAmt |
| Total Retained By Contractors | $4,235,088 | TotalRetainedByContractorsAmt |
| Total Net To Organization | $3,416,085 | TotalNetToOrganizationAmt |
| All States | All States | AllStatesCd |
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Event1 | NESVIG'14 GOLF | NameOfEvent1Amt |
| Gross Receipts Event1 | $1,078,725 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $817,853 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $260,872 | GrossRevenueEvent1Amt |
| Rent Facility Costs Event1 | $256,561 | RentFacilityCostsEvent1Amt |
| Other Direct Expenses Event1 | $226 | OtherDirectExpensesEvent1Amt |
| Name Of Event2 | NRTH TRUS OPEN | NameOfEvent2Amt |
| Gross Receipts Event2 | $827,606 | GrossReceiptsEvent2Amt |
| Charitable Contri Event2 | $624,770 | CharitableContriEvent2Amt |
| Gross Revenue Event2 | $202,836 | GrossRevenueEvent2Amt |
| Rent Facility Costs Event2 | $310,266 | RentFacilityCostsEvent2Amt |
| Other Events Total | 23 | OtherEventsTotalCnt |
| Gross Receipts Other Events | $2,633,206 | GrossReceiptsOtherEventsAmt |
| Charitable Contri Other Events | $2,219,833 | CharitableContriOtherEventsAmt |
| Gross Revenue Other Events | $413,373 | GrossRevenueOtherEventsAmt |
| Rent Fclty Costs Other Events | $110,427 | RentFcltyCostsOtherEventsAmt |
| Entertainment Other Events | $59,877 | EntertainmentOtherEventsAmt |
| Oth Direct Expnss Other Events | $25,200 | OthDirectExpnssOtherEventsAmt |
| Gross Receipts Total | $4,539,537 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $3,662,456 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $877,081 | GrossRevenueTotalEventsAmt |
| Rent Fclty Costs Total Events | $677,254 | RentFcltyCostsTotalEventsAmt |
| Entertainment Total Events | $59,877 | EntertainmentTotalEventsAmt |
| Oth Direct Expnss Total Events | $25,426 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $762,557 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | $114,524 | NetIncomeSummaryAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Explanation If No | See Part IV. | ExplanationIfNoTxt |
Persons With Books US Address PersonsWithBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1500 EAST DUARTE ROAD | AddressLine1 |
| City | DUARTE | City |
| State | CA | State |
| ZIP Code | 91010 | ZIPCode |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE G, PART I, LINE 2B | FormAndLineReferenceDesc |
| Explanation | BOTH 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (true) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (2 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|---|
| City of Hope National Medical Center | |||||||
| 1500 E Duarte Road | Duarte | CA | 91010 | 951683875 | 501(C)(3) | $32,942,981 | SUPPORT-SEE PT IV |
| Beckman Research Institute of the COH | |||||||
| 1450 E Duarte Road | Duarte | CA | 91010 | 953432210 | 501(C)(3) | $184,727,119 | SUPPORT-SEE PT IV |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 2 | Total501c3OrgCnt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | GRANT ASSISTANCE: | FormAndLineReferenceDesc |
| Explanation | SCHEDULE 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Club Dues Or Fees | Yes (X) | ClubDuesOrFeesInd |
| Written Policy Ref T And E Expnss | false | WrittenPolicyRefTAndEExpnssInd |
| Substantiation Required | Yes (true) | SubstantiationRequiredInd |
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Independent Consultant | Yes (X) | IndependentConsultantInd |
| Form990 Of Other Organizations | Yes (X) | Form990OfOtherOrganizationsInd |
| Written Employment Contract | Yes (X) | WrittenEmploymentContractInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | false | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | Yes (true) | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | false | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | false | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | false | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | false | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | false | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | Yes (true) | AnyNonFixedPaymentsInd |
| Initial Contract Exception | false | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (19 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | QUESTIONS REGARDING COMPENSATION: | FormAndLineReferenceDesc |
| Explanation | SCHEDULE 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Steven Rosen | PersonNm |
| Relationship With Org | Key Emp | RelationshipWithOrgTxt |
| Loan Purpose | Mtg Subsidy | LoanPurposeTxt |
| Loan From Organization | Yes (X) | LoanFromOrganizationInd |
| Original Principal | $500,000 | OriginalPrincipalAmt |
| Balance Due | $495,346 | BalanceDueAmt |
| Default | false | DefaultInd |
| Board Or Committee Approval | Yes (true) | BoardOrCommitteeApprovalInd |
| Written Agreement | Yes (true) | WrittenAgreementInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Balance Due | $495,346 | TotalBalanceDueAmt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE L, PART II | FormAndLineReferenceDesc |
| Explanation | STEVEN 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Works Of Art | WorksOfArtGrp | |
| Art Historical Treasures | ArtHistoricalTreasuresGrp | |
| Art Fractional Interest | ArtFractionalInterestGrp | |
| Books And Publications | BooksAndPublicationsGrp | |
| Clothing And Household Goods | ClothingAndHouseholdGoodsGrp | |
| Cars And Other Vehicles | CarsAndOtherVehiclesGrp | |
| Boats And Planes | BoatsAndPlanesGrp | |
| Intellectual Property | IntellectualPropertyGrp |
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 160 | ContributionCnt |
| Noncash Contributions Rpt F990 | $2,464,220 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | Market Value | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities Closely Held Stock | SecuritiesCloselyHeldStockGrp | |
| Secur Prtnrshp Trust Intrsts | SecurPrtnrshpTrustIntrstsGrp | |
| Securities Miscellaneous | SecuritiesMiscellaneousGrp | |
| Qualified Contrib Hist Struct | QualifiedContribHistStructGrp | |
| Qualified Contrib Other | QualifiedContribOtherGrp |
Real Estate Residential RealEstateResidentialGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 3 | ContributionCnt |
| Noncash Contributions Rpt F990 | $2,137,800 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | Appraisal | MethodOfDeterminingRevenuesTxt |
Real Estate Commercial RealEstateCommercialGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 1 | ContributionCnt |
| Noncash Contributions Rpt F990 | $60,050 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | Appraisal | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real Estate Other | RealEstateOtherGrp | |
| Collectibles | CollectiblesGrp | |
| Food Inventory | FoodInventoryGrp | |
| Drugs And Medical Supplies | DrugsAndMedicalSuppliesGrp | |
| Taxidermy | TaxidermyGrp | |
| Historical Artifacts | HistoricalArtifactsGrp | |
| Scientific Specimens | ScientificSpecimensGrp | |
| Archaeological Artifacts | ArchaeologicalArtifactsGrp |
Other Non Cash Contri Table OtherNonCashContriTableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Desc | Oil/Mineral Interest | Desc |
| Contribution | 1 | ContributionCnt |
| Noncash Contributions Rpt F990 | $32,550 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | Appraisal | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | false | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | Yes (true) | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | Yes (true) | ThirdPartiesUsedInd |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| 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 ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| 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/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Exempt Code SectionExemptCodeSectionTxt | Public Charity StatusPublicCharityStatusTxt | Business Name Line1DirectControllingEntityName/BusinessNameLine1 | Controlled OrganizationControlledOrganizationInd |
|---|---|---|---|---|---|---|---|---|---|---|
| CITY OF HOPE NATIONAL MEDICAL CENTER | ||||||||||
| 1500 EAST DUARTE ROAD | DUARTE | CA | 91010 | 951683875 | HOSPITAL | CA | 501(C)(3) | 3 | City of Hope | Yes (true) |
| BECKMAN RESEARCH INSTITUTE | ||||||||||
| 1450 EAST DUARTE ROAD | DUARTE | CA | 91010 | 953432210 | RESEARCH | CA | 501(C)(3) | 4 | City of Hope | Yes (true) |
| CITY OF HOPE MEDICAL FOUNDATION | ||||||||||
| 1500 E Duarte Road | Duarte | CA | 91010 | 274803222 | Healthcare | CA | 501(C)(3) | 3 | City of Hope | Yes (true) |
Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (3 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Business Name Line1DirectControllingEntityName/BusinessNameLine1 | Entity TypeEntityTypeTxt | OwnershipOwnershipPct | Controlled OrganizationControlledOrganizationInd |
|---|---|---|---|---|---|---|---|---|---|---|
| GENBASIX INC | ||||||||||
| 1500 EAST DUARTE ROAD | DUARTE | CA | 91010 | 911949357 | GENOMICS | DE | COH | C CORP. | 1.00000 | Yes (true) |
| ONCOLOGY MANAGEMENT SERVICES INC | ||||||||||
| 1500 EAST DUARTE ROAD | DUARTE | CA | 91010 | 330557670 | LEASING AGENT | CA | COH Med Ctr | C CORP | false | |
| CHARITABLE REMAINDER TRUSTS (17) | ||||||||||
| 1055 WILSHIRE BLVD | LOS ANGELES | CA | 90017 | Support | CA | COH | Trust | false | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | false | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | Yes (true) | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | Yes (true) | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | Yes (true) | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | false | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | false | DivRelatedOrganizationInd |
| Asset Sale To Other Org | false | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | false | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | false | AssetExchangeInd |
| Rental Of Facilities To Oth Org | Yes (true) | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | false | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | false | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | Yes (true) | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | false | SharingOfFacilitiesInd |
| Paid Employees Sharing | Yes (true) | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | Yes (true) | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | Yes (true) | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | false | TransferToOtherOrgInd |
| Transfer From Other Org | Yes (true) | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp (32 entries)
| Transaction TypeTransactionTypeTxt | InvolvedInvolvedAmt | Method Of Amount DeterminationMethodOfAmountDeterminationTxt |
|---|---|---|
| CITY OF HOPE NATIONAL MEDICAL CENTER | ||
| B | $32,942,981 | FMV |
| BECKMAN RESEARCH INSTITUTE OF CITY OF HOPE | ||
| B | $184,727,119 | FMV |
| FASHION AND RETAIL GROUP (0031) | ||
| C | $450,640 | FMV |
| NEW JERSEY CHAPTER (1647) | ||
| C | $51,730 | FMV |
| Home FurnishConsumer Electronics Ind (0715) | ||
| C | $1,225,034 | FMV |
| East End ChapterJeanne Kaye League (0732) | ||
| C | $114,168 | FMV |
| National Professional Salon Industry (0835) | ||
| C | $301,560 | FMV |
| Philly4Hope (1648) | ||
| C | $74,806 | FMV |
| Music and Entertainment Industry (1050) | ||
| C | $1,233,447 | FMV |
| Food Industries Circle Chapter (1081) | ||
| C | $2,191,868 | FMV |
| Construction Industries Alliance Ch (1082) | ||
| C | $412,184 | FMV |
| HardwareHome Improvement Ind Council (1183) | ||
| C | $2,704,598 | FMV |
| No CA Food & Drugs Inds Circle (1203) | ||
| C | $965,398 | FMV |
| California Insurance Council (1215) | ||
| C | $1,170,930 | FMV |
| Construction and RE Industry Council (1225) | ||
| C | $555,323 | FMV |
| Women's Council-San Diego Cty (1616) | ||
| C | $58,273 | FMV |
| National Office Products Council (1362) | ||
| c | $4,295,080 | FMV |
| No Cal RE & Constr Bus Alliance (1439) | ||
| C | $665,482 | FMV |
| Pacific NW Food Industries Circle (1481) | ||
| C | $526,273 | FMV |
| LA Real EstateConstruction Council (1487) | ||
| C | $450,912 | FMV |
| Southwest Food Industries Circle (1562) | ||
| C | $186,090 | FMV |
| Desert Communities Women's Council (1601) | ||
| C | $96,668 | FMV |
| Gems of the Desert Chapter (1631) | ||
| C | $81,081 | FMV |
| Beckman Research Institute of City of Hope | ||
| P | $787,514 | FMV |
| City of Hope National Medical Center | ||
| Q | $3,595,028 | FMV |
| City of Hope National Medical Center | ||
| P | $7,312,460 | FMV |
| Beckman Research Institute of City of Hope | ||
| Q | $2,063,961 | FMV |
| City of Hope National Medical Center | ||
| O | $1,349,156 | FMV |
| CITY OF HOPE MEDICAL FOUNDATION | ||
| S | $21,550,000 | FMV |
| CITY OF HOPE MEDICAL FOUNDATION | ||
| J | $675,000 | FMV |
| CITY OF HOPE MEDICAL FOUNDATION | ||
| D | $26,900,000 | FMV |
| CITY OF HOPE NATIONAL MEDICAL CENTER | ||
| M | $5,925,041 | FMV |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE R, PART II | FormAndLineReferenceDesc |
| Explanation | IN ACCORDANCE WITH THE FORM 990, SCHEDULE R INSTRUCTIONS, THE AUXILIARY CHAPTER ORGANIZATIONS INCLUDED IN THE CITY OF HOPE GROUP RETURN EXEMPTION ARE NOT REPORTED ON PART II OF SCHEDULE R AS RELATED TAX-EXEMPT ORGANIZATIONS. HOWEVER, THE TRANSACTIONS BETWEEN CITY OF HOPE AND THE AUXILIARY CHAPTER ORGANIZATIONS ARE REPORTED IN PART V OF SCHEDULE R, ON LINE 1 AND LINE 2, TO THE EXTENT THE TRANSACTIONS EXCEED THE $50,000 REPORTING THRESHOLD. THE TRANSACTIONS ARE REPORTED AT THEIR CASH VALUE. | ExplanationTxt |
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