CITY OF HOPE: Form 990, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- CITY OF HOPE (EIN 95-3435919)
- Tax period
- 2012-10-01 to 2013-09-30
- Filed
- 2014-08-14
- IRS object ID
- 201412269349304716
- Schema version
- 2012v2.3
- 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 M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2014-08-14T18:39:29-05:00 | Timestamp |
| Tax Period End Date | 2013-09-30 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ERNST & YOUNG US LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 18111 VON KARMAN AVENUE SUITE 1000 | AddressLine1 |
| City | IRVINE | City |
| State | CA | State |
| ZIP Code | 92612 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2012-10-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 953435919 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | City of Hope | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of Name | % R MAGNUSON/CITY OF HOPE | InCareOfName |
| Name Control | CITY | NameControl |
| Phone | 6269305445 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1055 Wilshire Blvd | AddressLine1 |
| Address Line2 | Suite | AddressLine2 |
| City | Los Angeles | City |
| State | CA | State |
| ZIP Code | 90017 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | RICHARD MAGNUSON | Name |
| Title | CFO | Title |
| Phone | 6263018815 | Phone |
| Date Signed | 2014-08-11 | DateSigned |
| Authorize Third Party | true | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | KARA ADAMS | Name |
| Phone | 9497942300 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2012 | TaxYear |
| Build TS | 2015-11-30 17:44:51Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | Robert Stone | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1500 East Duarte Road | AddressLine1 |
| City | Duarte | City |
| State | CA | State |
| ZIP Code | 91010 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 613467135 | GrossReceipts |
| Group Return For Affiliates | false | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | www.cityofhope.org | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1980 | YearFormation |
| State Legal Domicile | CA | StateLegalDomicile |
| Activity Or Mission Description | City of Hope raises money to support research and clinical care in a way that allows innovative exchange of knowledge and ideas, helping speed the time from initial ideas to new treatments. See Sch. O | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 15 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 15 | NbrIndependentVotingMembers |
| Total Nbr Employees | 214 | TotalNbrEmployees |
| Total Nbr Volunteers | 10000 | TotalNbrVolunteers |
| Total Gross UBI | -113132 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | -113132 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 91357677 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 122465764 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 0 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 0 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 10299445 | InvestmentIncomePriorYear |
| Investment Income Current Year | 19024515 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 220872185 | OtherRevenuePriorYear |
| Other Revenue Current Year | 248194989 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 322529307 | TotalRevenuePriorYear |
| Total Revenue Current Year | 389685268 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 211024785 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 211168997 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 23492347 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 22647595 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 2281742 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 3234243 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 19753477 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 15487420 | OtherExpensePriorYear |
| Other Expenses Current Year | 17994061 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 252286294 | TotalExpensesPriorYear |
| Total Expenses Current Year | 255044896 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 70243013 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 134640372 | RevenuesLessExpensesCY |
| Total Assets BOY | 628364690 | TotalAssetsBOY |
| Total Assets EOY | 798389825 | TotalAssetsEOY |
| Total Liabilities BOY | 26942045 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 25754751 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 601422645 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 772635074 | NetAssetsOrFundBalancesEOY |
| Info In Schedule O Part III | X | InfoInScheduleOPartIII |
| Mission Description | SEE SCHEDULE O | MissionDescription |
| Significant New Program Services | false | SignificantNewProgramServices |
| Significant Change | false | SignificantChange |
| Expense | 211168997 | Expense |
| Grants | 211168997 | Grants |
| Revenue | 0 | Revenue |
| Description | GRANTS MADE TO SUPPORT MEDICAL RESEARCH AND HEALTH CARE ACTIVITIES OF THE CITY OF HOPE NATIONAL MEDICAL CENTER AND THE BECKMAN RESEARCH INSTITUTE OF THE CITY OF HOPE. | Description |
Activity2 Activity2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 4059491 | Expense |
| Grants | 0 | Grants |
| Revenue | 0 | Revenue |
| Description | 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. | Description |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expense | 215228488 | TotalProgramServiceExpense |
| Described In501 C3 | true | DescribedIn501C3 |
| Schedule B Required | true | ScheduleBRequired |
| Political Activities | false | PoliticalActivities |
| Lobbying Activities | true | LobbyingActivities |
| Subject To Proxy Tax | false | SubjectToProxyTax |
| Donor Advised Funds | false | DonorAdvisedFunds |
| Conservation Easements | false | ConservationEasements |
| Collections Of Art | false | CollectionsOfArt |
| Credit Counseling | false | CreditCounseling |
| Term Or Permanent Endowments | true | TermOrPermanentEndowments |
| Report Land Bldg Equip | true | ReportLandBldgEquip |
| Report Invest Oth Securities | true | ReportInvestOthSecurities |
| Report Prog Rel Invest | false | ReportProgRelInvest |
| Report Other Assets | false | ReportOtherAssets |
| Report Other Liabilities | true | ReportOtherLiabilities |
| Report Fin48 Footnote | true | ReportFin48Footnote |
| Independent Audit Financial Stmt | false | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | true | ConsolidatedAuditFinancialStmt |
| School | false | School |
| Foreign Office | false | ForeignOffice |
| Foreign Activities | true | ForeignActivities |
| More Than5000 K To Organizations | false | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividuals |
| Professional Fundraising | true | ProfessionalFundraising |
| Fundraising Activities | true | FundraisingActivities |
| Gaming | false | Gaming |
| Hospital | false | Hospital |
| Grants To Organizations | true | GrantsToOrganizations |
| Grants To Individuals | false | GrantsToIndividuals |
| Schedule J Required | true | ScheduleJRequired |
| Tax Exempt Bonds | false | TaxExemptBonds |
| Excess Benefit Transaction | false | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | false | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | false | LoanToOfficerOrDQP |
| Grant To Related Person | false | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | false | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | false | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | false | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | true | DeductibleNonCashContributions |
| Deductible Contributions Of Art | false | DeductibleContributionsOfArt |
| Terminated | false | Terminated |
| Partial Liquidation | false | PartialLiquidation |
| Disregarded Entity | false | DisregardedEntity |
| Related Entity | true | RelatedEntity |
| Related Org Controlled Entity | true | RelatedOrgControlledEntity |
| Transaction Related Entity | true | TransactionRelatedEntity |
| Transfers To Exempt Non Chrtbl Org | false | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | false | ActivitiesConductedPartnership |
| Schedule O Required | true | ScheduleORequired |
| Info In Schedule O Part V | X | InfoInScheduleOPartV |
| Number Forms Transmitted With1096 | 247 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 5 | NumberW2GIncluded |
| Compliance With Backup Witholding | true | ComplianceWithBackupWitholding |
| Number Of Employees | 214 | NumberOfEmployees |
| Employment Tax Returns Filed | true | EmploymentTaxReturnsFiled |
| Unrelated Business Income | true | UnrelatedBusinessIncome |
| Form990-T Filed | true | Form990-TFiled |
| Foreign Financial Account | true | ForeignFinancialAccount |
| Name Of Foreign Country | BD | NameOfForeignCountry |
| Name Of Foreign Country | VI | NameOfForeignCountry |
| Name Of Foreign Country | CJ | NameOfForeignCountry |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTrans |
| Taxable Party Notification | false | TaxablePartyNotification |
| Non Deductible Contributions | false | NonDeductibleContributions |
| Quid Pro Quo Contributions | true | QuidProQuoContributions |
| Quid Pro Quo Disclosure | true | QuidProQuoDisclosure |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOf |
| Funds To Pay Premiums | false | FundsToPayPremiums |
| Premiums Paid | false | PremiumsPaid |
| Indoor Tanning Services | false | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 15 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 15 | NumberIndependentVotingMembers |
| Family Or Business Relationship | false | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | false | DelegationOfManagementDuties |
| Changes To Organizing Docs | true | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuse |
| Members Or Stockholders | true | MembersOrStockholders |
| Election Of Board Members | false | ElectionOfBoardMembers |
| Decisions Subject To Approval | false | DecisionsSubjectToApproval |
| Minutes Of Governing Body | true | MinutesOfGoverningBody |
| Minutes Of Committees | true | MinutesOfCommittees |
| Officer Mailing Address | false | OfficerMailingAddress |
| Local Chapters | true | LocalChapters |
| Policies Reference Chapters | true | PoliciesReferenceChapters |
| Form990 Provided To Governing Body | true | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | true | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | true | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | true | RegularMonitoringEnforcement |
| Whistleblower Policy | true | WhistleblowerPolicy |
| Document Retention Policy | true | DocumentRetentionPolicy |
| Compensation Process CEO | true | CompensationProcessCEO |
| Compensation Process Other | true | CompensationProcessOther |
| Investment In Joint Venture | false | InvestmentInJointVenture |
| States Where Copy Of Return Is Filed | AL | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | AK | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | AZ | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | AR | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | CA | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | CO | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | CT | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | DE | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | FL | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | GA | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | HI | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | IL | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | IN | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | KS | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | KY | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | ME | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | MD | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | MA | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | MI | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | MN | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | MS | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | MO | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | NH | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | NJ | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | NM | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | NY | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | NC | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | ND | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | OH | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | OK | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | OR | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | PA | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | RI | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | SC | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | TN | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | UT | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | WA | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | WV | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | WI | StatesWhereCopyOfReturnIsFiled |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | R MAGNUSONCITY OF HOPE | NamePerson |
| Telephone Number | 6263018815 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1500 E DUARTE ROAD | AddressLine1 |
| City | DUARTE | City |
| State | CA | State |
| ZIP Code | 91010 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part VII | X | InfoInScheduleOPartVII |
Form990 Part VII Section A Form990PartVIISectionA (35 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Average Hours Per Week RelatedAverageHoursPerWeekRelated | Individual Trustee Or DirectorIndividualTrusteeOrDirector | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | OfficerOfficer | Key EmployeeKeyEmployee | Highest Compensated EmployeeHighestCompensatedEmployee | FormerFormer |
|---|---|---|---|---|---|---|---|---|---|---|
| Alexander Cappello | ||||||||||
| Board Member | 2.0 | 0.0 | X | 0 | 0 | 0 | ||||
| Anthony Scott | ||||||||||
| Board Member | 2.0 | 0.0 | X | 0 | 0 | 0 | ||||
| Eddy W Hartenstein | ||||||||||
| Board Member | 2.0 | 0.0 | X | 0 | 0 | 0 | ||||
| Harry Levitt | ||||||||||
| Board Member | 2.0 | 0.0 | X | 0 | 0 | 0 | ||||
| Jody Horowitz Marsh | ||||||||||
| Board Member | 2.0 | 2.0 | X | 0 | 0 | 0 | ||||
| John Boushy | ||||||||||
| Board Member | 2.0 | 0.0 | X | 0 | 0 | 0 | ||||
| Michael E Keane | ||||||||||
| Board Member | 2.0 | 0.0 | X | 0 | 0 | 0 | ||||
| Norman Payson | ||||||||||
| Board Member | 2.0 | 2.0 | X | 0 | 0 | 0 | ||||
| Robert Cook | ||||||||||
| Board Member | 2.0 | 0.0 | X | 0 | 0 | 0 | ||||
| Rodney Freeman | ||||||||||
| Board Member | 2.0 | 0.0 | X | 0 | 0 | 0 | ||||
| Ronald Silverman | ||||||||||
| Board Member | 2.0 | 0.0 | X | 0 | 0 | 0 | ||||
| Selwyn Isakow | ||||||||||
| Board Member | 2.0 | 0.0 | X | 0 | 0 | 0 | ||||
| Sheri Biller | ||||||||||
| Board Chair | 3.0 | 0.0 | X | 0 | 0 | 0 | ||||
| Terry Peets | ||||||||||
| Board Member | 2.0 | 0.0 | X | 0 | 0 | 0 | ||||
| William Scott | ||||||||||
| Board Member - Part Year | 2.0 | 0.0 | X | 0 | 0 | 0 | ||||
| Randolph Beatty | ||||||||||
| Board Member | 2.0 | 2.0 | X | 0 | 0 | 0 | ||||
| Gregory Schetina | ||||||||||
| General Counsel & Secretary | 3.0 | 57.0 | 0 | 816701 | 61136 | X | ||||
| Kathleen Kane | ||||||||||
| Chief Philan & Ext Relat Ofc | 60.0 | 0.0 | 1249092 | 0 | 0 | X | ||||
| Michael Friedman MD | ||||||||||
| CHIEF EXECUTIVE OFFICER | 3.0 | 57.0 | 0 | 1612965 | 76578 | X | ||||
| Paul Blodgett | ||||||||||
| SVP Major Gifts | 60.0 | 0.0 | 448023 | 0 | 40210 | X | ||||
| Robert W Stone | ||||||||||
| PRESIDENT | 3.0 | 57.0 | 0 | 1283726 | 69133 | X | ||||
| William Sargeant | ||||||||||
| Chief Operating Officer | 3.0 | 57.0 | 0 | 872345 | 83294 | X | ||||
| Richard Magnuson | ||||||||||
| Treasurer/CFO | 3.0 | 57.0 | 0 | 0 | 0 | X | ||||
| Wael Fakhry | ||||||||||
| Interim Treasurer/SVP Fin Ops | 3.0 | 57.0 | 0 | 392336 | 26007 | X | ||||
| Alan Levey | ||||||||||
| SVP Strategic Planning | 60.0 | 0.0 | 400296 | 0 | 51191 | X | ||||
| Mary Koppel | ||||||||||
| SVP, Communications | 60.0 | 0.0 | 315929 | 0 | 47109 | X | ||||
| Amy Goldman | ||||||||||
| VP Gift Planning | 60.0 | 0.0 | 282857 | 0 | 26416 | X | ||||
| David Carter | ||||||||||
| VP Finance & Admin | 60.0 | 0.0 | 286435 | 0 | 35463 | X | ||||
| Steven G Martin | ||||||||||
| AVP Communications | 60.0 | 0.0 | 290922 | 0 | 29905 | X | ||||
| Noelle Gervais | ||||||||||
| VP, Foundation Relations | 60.0 | 0.0 | 250519 | 0 | 36521 | X | ||||
| Tina Pakfar | ||||||||||
| VP, Major Gifts | 60.0 | 0.0 | 256508 | 0 | 48088 | X | ||||
| Dennis F Rusch | ||||||||||
| Former Officer | 0.0 | 0.0 | 0 | 180901 | 3999 | X | ||||
| Gary Conner | ||||||||||
| Former Officer | 0.0 | 0.0 | 0 | 777953 | 27061 | X | ||||
| Valerie Bingham | ||||||||||
| Former Officer-VP/Controller | 5.0 | 55.0 | 0 | 423468 | 43422 | X | ||||
| Virginia Opipare | ||||||||||
| Former Officer | 5.0 | 55.0 | 0 | 676986 | 16157 | X | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 3780581 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 7037381 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 721690 | TotalOtherCompensation |
| Number Individuals GT100 K | 36 | NumberIndividualsGT100K |
| Formers Listed | true | FormersListed |
| Total Comp GT150 K | true | TotalCompGT150K |
| Compensation From Other Sources | false | CompensationFromOtherSources |
Contractor Compensation ContractorCompensation (5 entries)
| Address Line1AddressOfContractor/AddressUS/AddressLine1 | CityAddressOfContractor/AddressUS/City | StateAddressOfContractor/AddressUS/State | ZIP CodeAddressOfContractor/AddressUS/ZIPCode | Description Of ServicesDescriptionOfServices | CompensationCompensation |
|---|---|---|---|---|---|
| CHAPMAN CUBINE ADAMS HUSSEY | |||||
| 1600 WILSON BLVD SUITE 300 | ARLINGTON | VA | 22209 | PROF. FUNDRAISING | 2181742 |
| HISTORY FACTORY | |||||
| 1919 M STREET NW SUITE 610 | WASHINGTON | DC | 20036 | CONSULTING | 1061477 |
| PRODUCTION MGMT GROUP | |||||
| 7160 COLUMBIA GATEWAY DRIVE | COLUMBIA | MD | 21046 | DIRECT MAIL SERVICES | 933761 |
| ANGELES INVESTMENT ADVISORS | |||||
| 429 SANTA MONICA BLVD | SANTA MONICA | CA | 90401 | INVESTMENT ADVISORS | 439900 |
| CAMP KING LLC | |||||
| PO BOX 101073 | PASADENA | CA | 911891073 | BRAND AWARENESS | 210000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 16 | NumberOfContractorsGT100K |
| Fundraising Events | 3879236 | FundraisingEvents |
| Related Organizations | 17332691 | RelatedOrganizations |
| All Other Contributions | 101253837 | AllOtherContributions |
| Noncash Contributions | 710892 | NoncashContributions |
| Total Contributions | 122465764 | TotalContributions |
| Total Program Service Revenue | 0 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 9093985 | TotalRevenueColumn |
| Exclusion | $9,093,985 | ExclusionAmount |
Income From Invest Bond Proceeds IncomeFromInvestBondProceeds
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Royalties Revenue RoyaltiesRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 246767233 | TotalRevenueColumn |
| Exclusion | $246,767,233 | ExclusionAmount |
Gross Rents GrossRents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 797881 | Real |
Less Rental Expenses LessRentalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 3993 | Real |
Rental Income Or Loss RentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 793888 | Real |
| Personal | 0 | Personal |
Net Rental Income Or Loss NetRentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 793888 | TotalRevenueColumn |
| Exclusion | $793,888 | ExclusionAmount |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 232163586 | Securities |
| Other | 1012294 | Other |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 222280667 | Securities |
| Other | 964683 | Other |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 9882919 | Securities |
| Other | 47611 | Other |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 9930530 | TotalRevenueColumn |
| Exclusion | $9,930,530 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Income Fundraising Events | 1074597 | GrossIncomeFundraisingEvents |
| Cntrbtns Rprtd Fundraising Events | 3879236 | CntrbtnsRprtdFundraisingEvents |
| Fundraising Direct Expenses | 524764 | FundraisingDirectExpenses |
Net Income From Fundraising Events NetIncomeFromFundraisingEvents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 549833 | TotalRevenueColumn |
| Exclusion | $549,833 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Income Gaming | 7160 | GrossIncomeGaming |
| Gaming Direct Expenses | 7760 | GamingDirectExpenses |
Net Income From Gaming NetIncomeFromGaming
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -600 | TotalRevenueColumn |
| Exclusion | -$600 | ExclusionAmount |
Net Income Or Loss NetIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Other Revenue Misc OtherRevenueMisc (3 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Unrelated Business RevenueUnrelatedBusinessRevenue | ExclusionExclusionAmount |
|---|---|---|---|---|
| INVESTMENT INCOME FROM K-1'S | 595990 | -113132 | -113132 | |
| MISCELLANEOUS INCOME | 900099 | 197267 | $197,267 | |
| UNCLAIMED PROPERTY | 900099 | 500 | $500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 84635 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 389685268 | TotalRevenueColumn |
| Unrelated Business Revenue | -113132 | UnrelatedBusinessRevenue |
| Exclusion | $267,332,636 | ExclusionAmount |
Grants To Domestic Orgs GrantsToDomesticOrgs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 211168997 | Total |
| Program Services | 211168997 | ProgramServices |
Grants To Domestic Individuals GrantsToDomesticIndividuals
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Foreign Grants ForeignGrants
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Benefits To Members BenefitsToMembers
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2374155 | Total |
| Program Services | 284571 | ProgramServices |
| Management And General | 1098157 | ManagementAndGeneral |
| Fundraising | 991427 | Fundraising |
Comp Disqual Persons CompDisqualPersons
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 26133 | Total |
| Management And General | 26133 | ManagementAndGeneral |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 16171078 | Total |
| Program Services | 1890484 | ProgramServices |
| Management And General | 6869321 | ManagementAndGeneral |
| Fundraising | 7411273 | Fundraising |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 740415 | Total |
| Program Services | 83674 | ProgramServices |
| Management And General | 312867 | ManagementAndGeneral |
| Fundraising | 343874 | Fundraising |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2117804 | Total |
| Program Services | 249327 | ProgramServices |
| Management And General | 877918 | ManagementAndGeneral |
| Fundraising | 990559 | Fundraising |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1218010 | Total |
| Program Services | 143570 | ProgramServices |
| Management And General | 515718 | ManagementAndGeneral |
| Fundraising | 558722 | Fundraising |
Fees For Services Management FeesForServicesManagement
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 590440 | Total |
| Management And General | 590440 | ManagementAndGeneral |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 37945 | Total |
| Management And General | 37945 | ManagementAndGeneral |
Fees For Services Lobbying FeesForServicesLobbying
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 3234243 | Total |
| Fundraising | 3234243 | Fundraising |
Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1293699 | Total |
| Management And General | 1293699 | ManagementAndGeneral |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 4623910 | Total |
| Program Services | 163726 | ProgramServices |
| Management And General | 3668866 | ManagementAndGeneral |
| Fundraising | 791318 | Fundraising |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1444915 | Total |
| Program Services | 411358 | ProgramServices |
| Management And General | 423582 | ManagementAndGeneral |
| Fundraising | 609975 | Fundraising |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 3415797 | Total |
| Program Services | 228293 | ProgramServices |
| Management And General | 1015721 | ManagementAndGeneral |
| Fundraising | 2171783 | Fundraising |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 748002 | Total |
| Program Services | 280 | ProgramServices |
| Management And General | 746273 | ManagementAndGeneral |
| Fundraising | 1449 | Fundraising |
Royalties Royalties
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1590084 | Total |
| Program Services | 192876 | ProgramServices |
| Management And General | 636769 | ManagementAndGeneral |
| Fundraising | 760439 | Fundraising |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 703598 | Total |
| Program Services | 89787 | ProgramServices |
| Management And General | 262414 | ManagementAndGeneral |
| Fundraising | 351397 | Fundraising |
Travel Entrtnmnt Public Officials TravelEntrtnmntPublicOfficials
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 806143 | Total |
| Program Services | 27322 | ProgramServices |
| Management And General | 587914 | ManagementAndGeneral |
| Fundraising | 190907 | Fundraising |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 6618 | Total |
| Management And General | 6618 | ManagementAndGeneral |
Payments To Affiliates PaymentsToAffiliates
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1838436 | Total |
| Program Services | 235386 | ProgramServices |
| Management And General | 662492 | ManagementAndGeneral |
| Fundraising | 940558 | Fundraising |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Other Expenses OtherExpenses (4 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral | FundraisingFundraising |
|---|---|---|---|---|
| DUES AND SUBSCRIPTIONS | 122022 | 10238 | 71341 | 40443 |
| TAX AND LICENSES | 34236 | 15614 | 18622 | |
| PATENT | 115998 | 115998 | ||
| MISCELLANEOUS | 622218 | 48599 | 227131 | 346488 |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 255044896 | Total |
| Program Services | 215228488 | ProgramServices |
| Management And General | 20062931 | ManagementAndGeneral |
| Fundraising | 19753477 | Fundraising |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Joint Costs | X | JointCosts |
Total Joint Costs TotalJointCosts
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 12470439 | Total |
| Program Services | 2607485 | ProgramServices |
| Management And General | 3547308 | ManagementAndGeneral |
| Fundraising | 6315646 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 6054814 | BOY |
| EOY | 3037323 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 26449170 | BOY |
| EOY | 65441970 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 41896256 | BOY |
| EOY | 63912857 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 4738682 | BOY |
| EOY | 8024939 | EOY |
Receivables From Officers Etc ReceivablesFromOfficersEtc
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Receivables From Disqual Persons ReceivablesFromDisqualPersons
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Other Notes Loans Receivable Net OtherNotesLoansReceivableNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 374815 | BOY |
| EOY | 214060 | EOY |
Inventories For Sale Or Use InventoriesForSaleOrUse
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 766784 | BOY |
| EOY | 859514 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 29807105 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 13961988 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 11141753 | BOY |
| EOY | 15845117 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 290331352 | BOY |
| EOY | 322305638 | EOY |
Investments Other Securities InvestmentsOtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 222749557 | BOY |
| EOY | 295631815 | EOY |
Investments Program Related InvestmentsProgramRelated
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Intangible Assets IntangibleAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 23861507 | BOY |
| EOY | 23116592 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 628364690 | BOY |
| EOY | 798389825 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 4649388 | BOY |
| EOY | 6513115 | EOY |
Grants Payable GrantsPayable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Deferred Revenue DeferredRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 365497 | BOY |
| EOY | 354109 | EOY |
Tax Exempt Bond Liabilities TaxExemptBondLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Escrow Account Liability EscrowAccountLiability
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Loans From Officers Directors LoansFromOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Mort Notes Pybl Secured Invest Prop MortNotesPyblSecuredInvestProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 64025 | BOY |
| EOY | 0 | EOY |
Unsecured Notes Loans Payable UnsecuredNotesLoansPayable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 21863135 | BOY |
| EOY | 18887527 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 26942045 | BOY |
| EOY | 25754751 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 361809960 | BOY |
| EOY | 477227265 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 115664253 | BOY |
| EOY | 165822712 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 123948432 | BOY |
| EOY | 129585097 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 601422645 | BOY |
| EOY | 772635074 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 628364690 | BOY |
| EOY | 798389825 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | 134640372 | ReconcilationRevenueExpenses |
| Reconciliation Unrealized Invest | 35397632 | ReconciliationUnrealizedInvest |
| Reconcilation Other Changes | 1174425 | ReconcilationOtherChanges |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | false | AccountantCompileOrReview |
| FS Audited | true | FSAudited |
FS Audited Basis FSAuditedBasis
| Field | Value | IRS element (for citing) |
|---|---|---|
| Financial Statement Consolidated | X | FinancialStatementConsolidated |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | true | AuditCommittee |
| Federal Grant Audit Required | false | FederalGrantAuditRequired |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org170b1 Avi | X | PubliclySupportedOrg170b1Avi |
Gifts Grants Contrib Received170 GiftsGrantsContribReceived170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 108226742 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 100269378 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 81778221 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 91357677 | CurrentTaxYearMinus1Year |
| Current Tax Year | 122465764 | CurrentTaxYear |
| Total | 504097782 | Total |
Tax Rev Levied For Org Benefit170 TaxRevLeviedForOrgBenefit170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Value Srvc Fclts Furnished By Govt ValueSrvcFcltsFurnishedByGovt
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Total170 Total170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 108226742 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 100269378 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 81778221 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 91357677 | CurrentTaxYearMinus1Year |
| Current Tax Year | 122465764 | CurrentTaxYear |
| Total | 504097782 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Amounts Subst Contributors Total | 2794259 | AmountsSubstContributorsTotal |
| Public Support Total170 | 501303523 | PublicSupportTotal170 |
Gross Investment Income170 GrossInvestmentIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 197809417 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 206479683 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 204040515 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 226844832 | CurrentTaxYearMinus1Year |
| Current Tax Year | 256545967 | CurrentTaxYear |
| Total | 1091720414 | Total |
Net UBI NetUBI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 0 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 718122 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 294376 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 265668 | CurrentTaxYearMinus1Year |
| Current Tax Year | 549833 | CurrentTaxYear |
| Total | 1827999 | Total |
Other Income170 OtherIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 215105 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 390534 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 254993 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 247192 | CurrentTaxYearMinus1Year |
| Current Tax Year | 197767 | CurrentTaxYear |
| Total | 1305591 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | 1598951786 | TotalSupport |
| Public Support Pertcentage170 | 0.31352 | PublicSupportPertcentage170 |
| Public Support Pertcent Prior Year | 0.31330 | PublicSupportPertcentPriorYear |
| Ten Percent Test Current Year | X | TenPercentTestCurrentYear |
| General Explanation | CITY OF HOPE HAS A CALCULATED PUBLIC SUPPORT PERCENTAGE FOR TAX YEAR 2012 OF 31 2/5 PERCENT, WHICH IS JUST 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 $1,058,000,000 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. | GeneralExplanation |
Schedule B IRS990ScheduleB
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | RESTRICTED | ContributorNumber |
Contributor Name Business ContributorNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor Address US ContributorAddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Aggregate Contributions | RESTRICTED | AggregateContributions |
Schedule C IRS990ScheduleC
| Field | Value | IRS element (for citing) |
|---|---|---|
| Org Belongs To Affiliated Group | X | OrgBelongsToAffiliatedGroup |
Total Grassroots Lobbying TotalGrassrootsLobbying
| Field | Value | IRS element (for citing) |
|---|---|---|
| Affiliated Group Totals | 15000 | AffiliatedGroupTotals |
Total Direct Lobbying TotalDirectLobbying
| Field | Value | IRS element (for citing) |
|---|---|---|
| Affiliated Group Totals | 372460 | AffiliatedGroupTotals |
Total Lobbying Expenditures TotalLobbyingExpenditures
| Field | Value | IRS element (for citing) |
|---|---|---|
| Affiliated Group Totals | 387460 | AffiliatedGroupTotals |
Other Exempt Purpose Expenditures OtherExemptPurposeExpenditures
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 255044896 | FilingOrganizationsTotals |
| Affiliated Group Totals | 1333384115 | AffiliatedGroupTotals |
Total Exempt Purpose Expenditures TotalExemptPurposeExpenditures
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 255044896 | FilingOrganizationsTotals |
| Affiliated Group Totals | 1333771575 | AffiliatedGroupTotals |
Lobbying Nontaxable LobbyingNontaxableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 1000000 | FilingOrganizationsTotals |
| Affiliated Group Totals | 1000000 | AffiliatedGroupTotals |
Grassroots Nontaxable GrassrootsNontaxableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 250000 | FilingOrganizationsTotals |
| Affiliated Group Totals | 250000 | AffiliatedGroupTotals |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Lobbying Grassroot Minus Non Tx | TotLobbyingGrassrootMinusNonTx | |
| Tot Lobby Expend Mns Lobbying Nontx | TotLobbyExpendMnsLobbyingNontx | |
| Form4720 Filed | false | Form4720Filed |
Lobbying Nontaxable Amount2 LobbyingNontaxableAmount2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | 1000000 | CurrentYearMinus3 |
| Current Year Minus2 | 1000000 | CurrentYearMinus2 |
| Current Year Minus1 | 1000000 | CurrentYearMinus1 |
| Current Year | 1000000 | CurrentYear |
| Total | 4000000 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Lobbying Ceiling | $6,000,000 | LobbyingCeilingAmount |
Total Lobbying Expenditures2 TotalLobbyingExpenditures2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | 543709 | CurrentYearMinus3 |
| Current Year Minus2 | 547607 | CurrentYearMinus2 |
| Current Year Minus1 | 498406 | CurrentYearMinus1 |
| Current Year | 387460 | CurrentYear |
| Total | 1977182 | Total |
Grassroots Nontaxable Amount2 GrassrootsNontaxableAmount2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | 250000 | CurrentYearMinus3 |
| Current Year Minus2 | 250000 | CurrentYearMinus2 |
| Current Year Minus1 | 250000 | CurrentYearMinus1 |
| Current Year | 250000 | CurrentYear |
| Total | 1000000 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grassroots Ceiling | $1,500,000 | GrassrootsCeilingAmount |
Grassroots Lobbying Expenditures GrassrootsLobbyingExpenditures
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | 0 | CurrentYearMinus3 |
| Current Year Minus2 | 0 | CurrentYearMinus2 |
| Current Year Minus1 | 0 | CurrentYearMinus1 |
| Current Year | 15000 | CurrentYear |
| Total | 15000 | Total |
Form990 Schedule C Part IV Form990ScheduleCPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | LOBBYING ADDITIONAL DISCLOSURE: | Identifier |
| Return Reference | SCHEDULE C, PART II-A | ReturnReference |
| Explanation | ALTHOUGH THIS QUESTION WAS ANSWERED YES, CITY OF HOPE HAS NOT MADE THE 501(H) ELECTION AND DOES NOT HAVE ANY DIRECT LOBBYING EXPENDITURES IN FISCAL YEAR 2013. 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. THIS ELECTION HAS NOT BEEN REVOKED SUBSEQUENT TO THIS APPLICATION. THE FOLLOWING ARE THE OTHER MEMBERS OF THE AFFILIATED GROUP: BECKMAN RESEARCH INSTITUTE OF THE CITY OF HOPE (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 = $ 261,648,917 TOTAL EXEMPT PURPOSE EXPENDITURES = $ 261,648,917 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 = $ 15,000 TOTAL LOBBYING EXPENDITURES = $ 387,460 OTHER EXEMPT PURPOSE EXPENDITURES = $ 686,955,633 TOTAL EXEMPT PURPOSE EXPENDITURES = $ 687,343,093 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 = $ 129,734,669 TOTAL EXEMPT PURPOSE EXPENDITURES = $ 129,734,669 LOBBYING NONTAXABLE AMOUNT = NONE GRASSROOTS NONTAXABLE AMOUNT = NONE TOTAL GRASSROOTS LESS NONTAXABLE AMOUNT = NONE TOTAL EXPENDITURES LESS NONTAXABLE AMOUNT = NONE SHARE OF EXCESS LOBBYING EXPENDITURES = NONE | Explanation |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Art Public Exhibition Amts | ArtPublicExhibitionAmts | |
| Held Works Of Art Amts | HeldWorksOfArtAmts |
Current Year CurrentYear
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 170288798 | BeginningOfYearBalance |
| Contributions | 6115042 | Contributions |
| Investment Earnings Or Losses | 19927835 | InvestmentEarningsOrLosses |
| Other Expenditures | 2150192 | OtherExpenditures |
| Administrative Expenses | 568322 | AdministrativeExpenses |
| End Of Year Balance | 193613161 | EndOfYearBalance |
Current Year Minus1 Year CurrentYearMinus1Year
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 135653795 | BeginningOfYearBalance |
| Contributions | 12352137 | Contributions |
| Investment Earnings Or Losses | 24763692 | InvestmentEarningsOrLosses |
| Other Expenditures | 2219522 | OtherExpenditures |
| Administrative Expenses | 261304 | AdministrativeExpenses |
| End Of Year Balance | 170288798 | EndOfYearBalance |
Current Year Minus2 Years CurrentYearMinus2Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 131237432 | BeginningOfYearBalance |
| Contributions | 17867478 | Contributions |
| Investment Earnings Or Losses | -10940266 | InvestmentEarningsOrLosses |
| Other Expenditures | 2337696 | OtherExpenditures |
| Administrative Expenses | 173153 | AdministrativeExpenses |
| End Of Year Balance | 135653795 | EndOfYearBalance |
Current Year Minus3 Years CurrentYearMinus3Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 103205855 | BeginningOfYearBalance |
| Contributions | 19844392 | Contributions |
| Investment Earnings Or Losses | 11665104 | InvestmentEarningsOrLosses |
| Other Expenditures | 3372395 | OtherExpenditures |
| Administrative Expenses | 105524 | AdministrativeExpenses |
| End Of Year Balance | 131237432 | EndOfYearBalance |
Current Year Minus4 Years CurrentYearMinus4Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 76759130 | BeginningOfYearBalance |
| Contributions | 18446111 | Contributions |
| Investment Earnings Or Losses | 10144727 | InvestmentEarningsOrLosses |
| Other Expenditures | 2144113 | OtherExpenditures |
| End Of Year Balance | 103205855 | EndOfYearBalance |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated EOY Balance | 0.26400 | BoardDesignatedEOYBalance |
| Permanent Endowment EOY Balance | 0.73600 | PermanentEndowmentEOYBalance |
| Endowments Held By Unrelated Orgs | false | EndowmentsHeldByUnrelatedOrgs |
| Endowments Held By Related Orgs | false | EndowmentsHeldByRelatedOrgs |
Land Land
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | 1280447 | InvestmentCostOrOtherBasis |
| Other Cost Or Other Basis | 3365803 | OtherCostOrOtherBasis |
| Book Value | 4646250 | BookValue |
Buildings Buildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 6721936 | OtherCostOrOtherBasis |
| Depreciation | 489593 | Depreciation |
| Book Value | 6232343 | BookValue |
Leasehold Improvements LeaseholdImprovements
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 2135740 | OtherCostOrOtherBasis |
| Depreciation | 1963472 | Depreciation |
| Book Value | 172268 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 15559793 | OtherCostOrOtherBasis |
| Depreciation | 11508923 | Depreciation |
| Book Value | 4050870 | BookValue |
Other Land Buildings OtherLandBuildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 743386 | OtherCostOrOtherBasis |
| Book Value | 743386 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 15845117 | TotalOfBookValueLandBuildings |
| Financial Derivatives | FinancialDerivatives | |
| Closely Held Equity Interests | CloselyHeldEquityInterests |
Other Securities OtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | ALTERNATIVE INVESTMENTS | Description |
| Book Value | 295631815 | BookValue |
| Method Of Valuation | F | MethodOfValuation |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Securities | 295631815 | TotalOfBookValueSecurities |
| Federal Income Tax Liability | 0 | FederalIncomeTaxLiability |
Other Liabilities OtherLiabilities (3 entries)
| DescriptionDescription | AmountAmount |
|---|---|
| ANNUITANT OBLIGATIONS | $17,344,563 |
| DUE TO AFFILIATES | $987,558 |
| OTHER LIABILITIES | $555,406 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 18887527 | TotalOfAmounts |
| Footnote In Part XIII | X | FootnoteInPartXIII |
Form990 Schedule D Part XIII Form990ScheduleDPartXIII (2 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| ENDOWMENT FUNDS: | SCHEDULE D, PART V, LINE 4 | CITY OF HOPE'S ENDOWMENT FUNDS 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), GENBASIX, INC., THE MEDICAL CENTER, ONCOLOGY MANAGEMENT SERVICES, INC., THE MEDICAL FOUNDATION AND THE BECKMAN RESEARCH INSTITUTE) AUDITED FINANCIAL STATEMENTS AS OF SEPTEMBER 30, 2013: FINANCIAL ACCOUNTING STANDARDS BOARD, ACCOUNTING STANDARD CODIFICATION FASB ASC 740, INCOME TAXES, CLARIFIES THE ACCOUNTING FOR INCOME TAXES BY PRESCRIBING A MINIMUM RECOGNITION THRESHOLD THAT A TAX POSITION IS REQUIRED TO MEET BEFORE BEING RECOGNIZED IN THE FINANCIAL STATEMENTS. FASB ASC 740 ALSO PROVIDES GUIDANCE ON DERECOGNITION, MEASUREMENT, CLASSIFICATION, INTEREST AND PENALTIES, DISCLOSURE AND TRANSITION. THE GUIDANCE CONTAINED IN FASB ASC 740 IS APPLICABLE TO PASS-THROUGH ENTITIES AND TAX-EXEMPT ORGANIZATIONS. CITY OF HOPE HAS NO SIGNIFICANT UNCERTAIN TAX POSITIONS OR TAX LIABILITY FOR TAX BENEFITS, INTEREST OR PENALTIES ACCRUED AT SEPTEMBER 30, 2013 AND 2012. |
Schedule F IRS990ScheduleF
Accts Actvs Out US Table AcctsActvsOutUSTable (6 entries)
| RegionRegion | Type Of Activities ConductedTypeOfActivitiesConducted | Total ExpendituresTotalExpenditures |
|---|---|---|
| Central America and the Caribbean | Investments | 61344184 |
| East Asia and the Pacific | Fundraising | |
| Europe (Including Iceland and Greenland) | Fundraising | |
| Middle East and North Africa | Fundraising | |
| North America | Fundraising | |
| South America | Fundraising |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Amount Spent | 61344184 | SubtotalAmountSpent |
| Total Amount Spent | 61344184 | TotalAmountSpent |
| Transfer To Foreign Corp | true | TransferToForeignCorp |
| Interest In Foreign Trust | false | InterestInForeignTrust |
| Own Foreign Corp | true | OwnForeignCorp |
| Passive Foreign Invest Co | true | PassiveForeignInvestCo |
| Foreign Partnership | true | ForeignPartnership |
| Boycott Countries | false | BoycottCountries |
Form990 Schedule F Part V Form990ScheduleFPartV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | FOREIGN ACTIVITIES: | Identifier |
| Return Reference | SCHEDULE F, PART I, LINE 3 | ReturnReference |
| Explanation | 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 8.9% OF CITY OF HOPE'S OVERALL CASH AND INVESTMENT PORTFOLIO. CITY OF HOPE HAS HOLDINGS THAT INCLUDE EQUITY CO-MINGLED FUNDS WHICH ARE INVESTMENT FUND VEHICLES THAT INVEST PRIMARILY IN MARKETABLE EQUITY SECURITIES AND CAN BE LIQUIDATED MONTHLY SUBJECT TO NOTICE REQUIREMENTS, THIS CAN INCLUDE VARIOUS HEDGE FUNDS. ALTERNATIVE INVESTMENTS ALSO INCLUDE LIMITED PARTNERSHIP FUNDS INVESTED IN REAL ESTATE AND NATURAL RESOURCES, 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. | Explanation |
Schedule G IRS990ScheduleG
| Field | Value | IRS element (for citing) |
|---|---|---|
| Mail Solicitations | X | MailSolicitations |
| Email Solicitations | X | EmailSolicitations |
| Phone Solicitations | X | PhoneSolicitations |
| In Person Solicitations | X | InPersonSolicitations |
| Solicitation Of Non Govt Grants | X | SolicitationOfNonGovtGrants |
| Special Fundraising Events | X | SpecialFundraisingEvents |
| Agreement Ref Fundraising | true | AgreementRefFundraising |
Fundraiser Activity Information FundraiserActivityInformation (4 entries)
| Name Of IndividualNameOfIndividual | Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | ActivityActivity | Fundraiser Control Of FundsFundraiserControlOfFunds | Amount Retained By ContractorAmountRetainedByContractor | Gross ReceiptsGrossReceipts | Net To OrganizationNetToOrganization |
|---|---|---|---|---|---|---|---|---|---|
| Phyllis Freedman | 1625 16TH STREET NW 401 | WASHINGTON | DC | 20009 | Materials Design | false | 223697 | ||
| Market Smart LLC | 5760 SUNNYSIDE AVE | BELTSVILLE | MD | 20705 | Website Content | false | 122309 | ||
| Chapman Cubine et al | 100 MONTGOMERY ST | SAN FRANCISCO | CA | 94104 | Email/mail Solicits | false | 2764710 | 6495176 | 3730466 |
| Donor Services Group | 6715 SUNSET BLVD | LOS ANGELES | CA | 90028 | Phone Solicits | false | 120527 | 133271 | 12744 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Gross Receipts | 6628447 | TotalGrossReceipts |
| Total Retained By Contractors | 3231243 | TotalRetainedByContractors |
| Total Net To Organization | 3743210 | TotalNetToOrganization |
| All States | All States | AllStates |
Events Information EventsInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Event1 | NESVIG 2013GOLF | NameOfEvent1 |
| Gross Receipts Event1 | 1053477 | GrossReceiptsEvent1 |
| Charitable Contributions Event1 | 813747 | CharitableContributionsEvent1 |
| Gross Revenue Event1 | 239730 | GrossRevenueEvent1 |
| Rent Facility Costs Event1 | 231087 | RentFacilityCostsEvent1 |
| Other Direct Expenses Event1 | 3044 | OtherDirectExpensesEvent1 |
| Name Of Event2 | L.A. WALK | NameOfEvent2 |
| Gross Receipts Event2 | 971623 | GrossReceiptsEvent2 |
| Charitable Contributions Event2 | 792563 | CharitableContributionsEvent2 |
| Gross Revenue Event2 | 179060 | GrossRevenueEvent2 |
| Entertainment Event2 | 3500 | EntertainmentEvent2 |
| Total Number Of Other Events | 20 | TotalNumberOfOtherEvents |
| Gross Receipts Other Events | 1066275 | GrossReceiptsOtherEvents |
| Charitable Contrib Other Events | 708884 | CharitableContribOtherEvents |
| Gross Revenue Other Events | 357391 | GrossRevenueOtherEvents |
| Rent Facility Costs Other Events | 570524 | RentFacilityCostsOtherEvents |
| Entertainment Other Events | 96350 | EntertainmentOtherEvents |
| Other Direct Expenses Other Events | 96245 | OtherDirectExpensesOtherEvents |
| Gross Receipts Total | 3091375 | GrossReceiptsTotal |
| Charitable Contributions Total | 2315194 | CharitableContributionsTotal |
| Gross Revenue Total Events | 776181 | GrossRevenueTotalEvents |
| Rent Facility Costs Total Events | 801611 | RentFacilityCostsTotalEvents |
| Entertainment Total Events | 99850 | EntertainmentTotalEvents |
| Other Direct Expenses Total Events | 99289 | OtherDirectExpensesTotalEvents |
| Direct Expense Summary Events | 1000750 | DirectExpenseSummaryEvents |
| Net Income Summary | -224569 | NetIncomeSummary |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Explanation If No | See Part IV. | ExplanationIfNo |
Address Of Gaming Rec Keeper US AddressOfGamingRecKeeperUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1500 EAST DUARTE ROAD | AddressLine1 |
| City | DUARTE | City |
| State | CA | State |
| ZIP Code | 91010 | ZIPCode |
Form990 Schedule G Part IV Form990ScheduleGPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | FUNDRAISING ACTIVITIES | Identifier |
| Return Reference | SCHEDULE G, PART I, LINE 2B | ReturnReference |
| 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. SCHEDULE G, PART I, LINE 2B, FUNDRAISER CHAPMAN, CUBINE, ET AL. 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. TOTAL PAYMENT FOR SUCH SERVICES IS REPORTED IN SCHEDULE G, PART I LINE 2B. CCAH CONTRACTED A THIRD PARTY VENDOR, PRODUCTION MANAGEMENT GROUP, AS A MAILING SERVICE PROVIDER WHICH ASSISTED CITY OF HOPE WITH ITS DIRECT MAILING AND POSTAGE NEEDS. CITY OF HOPE PAID PRODUCTION MANAGEMENT GROUP DIRECTLY THE TOTAL AMOUNT OF $1,114,463 AS PAYMENT FOR POSTAGE, ETC. THIS PAYMENT IS NOT INCLUDED IN THE TOTAL AMOUNT PAID TO CCAH BUT REPORTED IN PART IX, LINE 13, COLUMN (D) AS FUNDRAISING EXPENSE. | Explanation |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Records Maintained | true | RecordsMaintained |
Recipient Table RecipientTable (2 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EIN Of RecipientEINOfRecipient | IRC SectionIRCSection | Amount Of Cash GrantAmountOfCashGrant | Purpose Of GrantPurposeOfGrant |
|---|---|---|---|---|---|---|---|
| City of Hope National Medical Center | |||||||
| 1500 E Duarte Road | Duarte | CA | 91010 | 951683875 | 501(C)(3) | 7355077 | SUPPORT-SEE PT IV |
| Beckman Research Institute of the COH | |||||||
| 1450 E Duarte Road | Duarte | CA | 91010 | 953432210 | 501(C)(3) | 203813920 | SUPPORT-SEE PT IV |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Nbr Of501 C3 And Govt Grants | 2 | TotalNbrOf501C3AndGovtGrants |
Form990 Schedule I Part IV Form990ScheduleIPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | GRANT ASSISTANCE: | Identifier |
| Return Reference | SCHEDULE I, PART I, LINE 2 | ReturnReference |
| Explanation | CITY OF HOPE EXISTS TO SUPPORT ITS OPERATING SUBSIDIARY ORGANIZATIONS, THE MEDICAL CENTER, THE MEDICAL FOUNDATION, 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. | Explanation |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Discretionary Spending Account | X | DiscretionarySpendingAccount |
| Club Dues Or Fees | X | ClubDuesOrFees |
| Written Policy Re T And E Expenses | false | WrittenPolicyReTAndEExpenses |
| Substantiation Required | true | SubstantiationRequired |
| Compensation Committee | X | CompensationCommittee |
| Independent Consultant | X | IndependentConsultant |
| Form990 Of Other Organizations | X | Form990OfOtherOrganizations |
| Written Employment Contract | X | WrittenEmploymentContract |
| Compensation Survey | X | CompensationSurvey |
| Board Or Committee Approval | X | BoardOrCommitteeApproval |
| Severance Payment | true | SeverancePayment |
| Supplemental Nonqual Retire Plan | true | SupplementalNonqualRetirePlan |
| Equity Based Comp Arrangement | false | EquityBasedCompArrangement |
| Comp Based On Revenue Of Filing Org | false | CompBasedOnRevenueOfFilingOrg |
| Comp Based On Revenue Related Orgs | false | CompBasedOnRevenueRelatedOrgs |
| Comp Based Net Earnings Filing Org | false | CompBasedNetEarningsFilingOrg |
| Comp Based Net Earnings Relate Orgs | false | CompBasedNetEarningsRelateOrgs |
| Any Non Fixed Payments | true | AnyNonFixedPayments |
| Initial Contract Exception | false | InitialContractException |
Form990 Schedule J Part II Form990ScheduleJPartII (18 entries)
| TitleTitle | Base Compensation Filing OrgBaseCompensationFilingOrg | Comp Based On Related OrgsCompBasedOnRelatedOrgs | Bonus Filing OrgBonusFilingOrg | Bonus Related OrgsBonusRelatedOrgs | Other Compensation Filing OrgOtherCompensationFilingOrg | Other Compensation Related OrgsOtherCompensationRelatedOrgs | Deferred Comp Filing OrgDeferredCompFilingOrg | Deferred Comp Related OrgsDeferredCompRelatedOrgs | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrg | Nontaxable Benefits Related OrgsNontaxableBenefitsRelatedOrgs | Total Compensation Filing OrgTotalCompensationFilingOrg | Total Compensation Related OrgsTotalCompensationRelatedOrgs | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrg | Comp Report Prior990 Related OrgsCompReportPrior990RelatedOrgs |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Alan Levey | ||||||||||||||
| SVP Strategic Planning | 294109 | 0 | 81804 | 0 | 24383 | 0 | 20596 | 0 | 30595 | 0 | 451487 | 0 | 0 | 0 |
| Amy Goldman | ||||||||||||||
| VP Gift Planning | 228945 | 0 | 40554 | 0 | 13358 | 0 | 18491 | 0 | 7925 | 0 | 309273 | 0 | 0 | 0 |
| David Carter | ||||||||||||||
| VP Finance & Admin | 219402 | 0 | 54480 | 0 | 12553 | 0 | 18167 | 0 | 17296 | 0 | 321898 | 0 | 0 | 0 |
| Dennis F Rusch | ||||||||||||||
| Former Officer | 0 | 0 | 0 | 0 | 0 | 180901 | 0 | 0 | 0 | 3999 | 0 | 184900 | 0 | 0 |
| Gary Conner | ||||||||||||||
| Former Officer | 0 | 520169 | 0 | 196207 | 0 | 61577 | 0 | 7798 | 0 | 19263 | 0 | 805014 | 0 | 0 |
| Gregory Schetina | ||||||||||||||
| General Counsel & Secretary | 0 | 341768 | 0 | 444753 | 0 | 30180 | 0 | 29397 | 0 | 31739 | 0 | 877837 | 0 | 0 |
| Kathleen Kane | ||||||||||||||
| Chief Philan & Ext Relat Ofc | 515805 | 0 | 677814 | 0 | 55473 | 0 | 33596 | 0 | 18663 | 0 | 1301351 | 0 | 0 | 0 |
| Michael Friedman MD | ||||||||||||||
| CHIEF EXECUTIVE OFFICER | 0 | 759704 | 0 | 650408 | 0 | 202853 | 0 | 46234 | 0 | 30344 | 0 | 1689543 | 0 | 0 |
| Paul Blodgett | ||||||||||||||
| SVP Major Gifts | 324393 | 0 | 88013 | 0 | 35617 | 0 | 20596 | 0 | 19614 | 0 | 488233 | 0 | 0 | 0 |
| Robert W Stone | ||||||||||||||
| PRESIDENT | 0 | 521756 | 0 | 724498 | 0 | 37472 | 0 | 40596 | 0 | 28537 | 0 | 1352859 | 0 | 0 |
| Steven G Martin | ||||||||||||||
| AVP Communications | 198948 | 0 | 71769 | 0 | 20205 | 0 | 11493 | 0 | 18412 | 0 | 320827 | 0 | 0 | 0 |
| Valerie Bingham | ||||||||||||||
| Former Officer-VP/Controller | 0 | 204938 | 0 | 205611 | 0 | 12919 | 0 | 16829 | 0 | 26593 | 0 | 466890 | 0 | 0 |
| Virginia Opipare | ||||||||||||||
| Former Officer | 0 | 18359 | 0 | 102766 | 0 | 555861 | 0 | 1121 | 0 | 15036 | 0 | 693143 | 0 | 0 |
| Noelle Gervais | ||||||||||||||
| VP, Foundation Relations | 206978 | 0 | 36115 | 0 | 7426 | 0 | 22291 | 0 | 14230 | 0 | 287040 | 0 | 0 | 0 |
| William Sargeant | ||||||||||||||
| Chief Operating Officer | 0 | 503880 | 0 | 260350 | 0 | 108115 | 0 | 59892 | 0 | 23402 | 0 | 955639 | 0 | 0 |
| Tina Pakfar | ||||||||||||||
| VP, Major Gifts | 213667 | 0 | 31366 | 0 | 11475 | 0 | 22515 | 0 | 25573 | 0 | 304596 | 0 | 0 | 0 |
| Mary Koppel | ||||||||||||||
| SVP, Communications | 239612 | 0 | 60586 | 0 | 15731 | 0 | 22601 | 0 | 24508 | 0 | 363038 | 0 | 0 | 0 |
| Wael Fakhry | ||||||||||||||
| Interim Treasurer/SVP Fin Ops | 0 | 180224 | 0 | 120548 | 0 | 91564 | 0 | 12500 | 0 | 13507 | 0 | 418343 | 0 | 0 |
Form990 Schedule J Part III Form990ScheduleJPartIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | QUESTIONS REGARDING COMPENSATION: | Identifier |
| Return Reference | SCHEDULE J PART I, LINE 1A | ReturnReference |
| Explanation | 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 $1,532 FOR MS. KANE AND $4,949 FOR MR. BLODGETT DURING CALENDAR YEAR 2012. CERTAIN EXECUTIVES AND OTHER EMPLOYEES LISTED IN PART VII ARE PROVIDED WITH AN AUTOMOBILE ALLOWANCE WHICH HAS BEEN INCLUDED IN TAXABLE INCOME IN SCHEDULE J, PART II, COLUMN B(III) TO THE EXTENT THE ALLOWANCE IS NOT SUBSTANTIATED BY ASSOCIATED BUSINESS MILEAGE. SCHEDULE J, PART I, LINE 3 THE CHIEF EXECUTIVE OFFICER OF THE ORGANIZATION, MICHAEL FRIEDMAN, M.D., IS NOT COMPENSATED BY CITY OF HOPE, BUT BY THE MEDICAL CENTER. CHIEF EXECUTIVE OFFICER COMPENSATION IS ESTABLISHED BY THE EXECUTIVE COMPENSATION AND ORGANIZATIONAL DEVELOPMENT 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 4A CITY OF HOPE'S OFFICERS AND KEY EMPLOYEES ARE ELIGIBLE TO RECEIVE FAIR COMPENSATION FOR A SPECIFIED PERIOD OF TIME IN THE EVENT OF A POSITION ELIMINATION OR OTHER NOT FOR CAUSE SEPARATION ("SEPARATION PAYMENT"). ANY TAXABLE INCOME RECEIVED BY THE OFFICER OR KEY EMPLOYEE DURING SUCH PERIOD FROM ANY OTHER SOURCE IS COUNTED IN THE AGGREGATE TO REDUCE DIRECTLY, ON A DOLLAR FOR DOLLAR BASIS, THE ORGANIZATION'S SEPARATION PAYMENT. DURING CALENDAR YEAR 2012 THE MEDICAL CENTER MADE SEPARATION PAYMENTS TO DENNIS RUSCH TOTALING $154,177 AND A PENSION REPLACEMENT PAYMENT TOTALING $26,724 AND VIRGINIA OPIPARE RECEIVED A SEPARATION PAYMENT TOTALING $364,419 AND A PENSION REPLACEMENT PAYMENT IN THE AMOUNT OF $32,393. THESE PAYMENTS ARE ALL INCLUDED IN SCHEDULE J, PART II, COLUMN B(III). SCHEDULE J, PART I, LINE 4B CITY OF HOPE HAS AN EXECUTIVE SUPPLEMENTAL ACCUMULATION PLAN THAT IS A NON-QUALIFIED SECTION 457(F) PLAN. THE PLAN IS DESIGNED TO PROVIDE EACH DESIGNATED PARTICIPANT WITH DEFERRED COMPENSATION. THE PLAN IS 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 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, 2012, THE FOLLOWING INDIVIDUALS WITHDREW THE REFERENCED AMOUNTS TO COVER SUCH TAXES: VALERIE BINGHAM $ 1,162 PAUL BLODGETT $ 6,173 DAVID CARTER $ 3,284 MICHAEL FRIEDMAN $22,373 AMY GOLDMAN $ 1,260 KATHLEEN KANE $ 4,878 ALAN LEVEY $ 3,285 STEVEN MARTIN $ 3,600 GREGORY SCHETINA $ 4,489 ROBERT STONE $ 8,462 THESE AMOUNTS HAVE BEEN INCLUDED IN THE PARTICIPANT'S INCOME ON SCHEDULE J, PART II, COLUMN B(III). VIRGINIA OPIPARE TERMINATED EMPLOYMENT WITH CITY OF HOPE DURING THE CALENDAR YEAR ENDING DECEMBER 31, 2012 AND RECEIVED DISTRIBUTIONS FROM THE PLAN TOTALING $185,257 WHICH HAS BEEN REPORTED AS TAXABLE COMPENSATION IN EITHER THE CURRENT YEAR OR IN A PRIOR YEAR 990 IN 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. 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. 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 2012 CITY OF HOPE PAID THE INCENTIVE COMPENSATION EARNED FOR FISCAL YEARS 2011 AND 2012. THE FISCAL YEAR 2011 INCENTIVE WAS PAID IN FEBRUARY 2012, AND THE FISCAL YEAR 2012 INCENTIVE WAS PAID IN DECEMBER 2012. CITY OF HOPE'S INDEPENDENT COMPENSATION CONSULTANT RECOMMENDED THE ACCELERATION OF THE FISCAL YEAR 2012 PAYOUT FROM FEBRUARY 2013 TO CALENDAR YEAR 2012 TO MORE CLOSELY COINCIDE WITH WHEN THE ANNUAL AUDITED FINANCIAL STATEMENTS ARE APPROVED, WHICH IS A COMPENSATION BEST PRACTICE. THIS ALSO MORE CLOSELY COINCIDES WITH THE END OF THE FISCAL YEAR FOR WHICH THE INCENTIVE IS EARNED. THE EXECUTIVE COMPENSATION AND ORGANIZATIONAL DEVELOPMENT AND GOVERNANCE COMMITTEE APPROVED THE ACCELERATION OF THE FISCAL YEAR 2012 PAYOUT TO CALENDAR YEAR 2012, AND APPROVED MAKING THIS TIMING CHANGE APPLICABLE TO FUTURE YEARS AS WELL. INCENTIVE COMPENSATION FOR FISCAL YEARS 2011 AND 2012 HAS BEEN REPORTED IN SCHEDULE J, PART II, COLUMN B(II). THE CITY OF HOPE IMPLEMENTED AN EXECUTIVE LONG TERM INCENTIVE PLAN (LTI) DURING FISCAL YEAR 2013. THE LTI IS DESIGNED TO PROVIDE A LONG TERM INCENTIVE FOR EXECUTIVES OF THE CITY OF HOPE AND AFFILIATES. IN ORDER TO REALIZE KEY ORGANIZATIONAL OBJECTIVES AND GOALS TO BE ACCOMPLISHED 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. 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, 2012, THREE MONTHS OF THE POTENTIAL THREE YEAR LTI AMOUNT HAS BEEN RECORDED AS DEFERRED COMPENSATION IN SCHEDULE J, PART II, COLUMN C. SCHEDULE J, PART II, COLUMN B(II) DURING CALENDAR YEAR 2012, THE ORGANIZATION MADE RETENTION COMPENSATION PAYMENTS TO CERTAIN INDIVIDUALS UNDER A STRATEGIC LEADERSHIP RETENTION BONUS PLAN PUT IN PLACE DURING CALENDAR YEAR 2010. THE PLAN COVERED THE PERIOD JULY 1, 2010 - JANUARY 1, 2012. THE PLAN INCLUDED EMPLOYEES CONSIDERED BY EXECUTIVE LEADERSHIP AS CRITICAL TO MEETING CERTAIN STRATEGIC AND BUSINESS OPERATIONAL GOALS, INCLUDING TRANSITION TO A MEDICAL FOUNDATION MODEL. TO RECEIVE PAYOUT OF THE RETENTION BONUS THE EMPLOYEE HAD TO REMAIN EMPLOYED FOR THE PLAN PERIOD AND BE IN GOOD STANDING AND MEETING EXPECTATIONS AS OF JANUARY 1, 2012. THE RETENTION PLAN, PARTICIPANTS AND PAYMENT AMOUNTS WERE PUT IN PLACE AND PAID WITH THE PRIOR APPROVAL OF THE EXECUTIVE COMPENSATION AND ORGANIZATIONAL DEVELOPMENT AND GOVERNANCE COMMITTEE. THE PAYMENT AMOUNTS ARE INCLUDED IN SCHEDULE J, PART II, COLUMN B(II). | Explanation |
Schedule M IRS990ScheduleM
| Field | Value | IRS element (for citing) |
|---|---|---|
| Works Of Art | WorksOfArt | |
| Art Historical Treasures | ArtHistoricalTreasures | |
| Art Fractional Interest | ArtFractionalInterest | |
| Books And Publications | BooksAndPublications | |
| Clothing And Household Goods | ClothingAndHouseholdGoods | |
| Cars And Other Vehicles | CarsAndOtherVehicles | |
| Boats And Planes | BoatsAndPlanes | |
| Intellectual Property | IntellectualProperty |
Securities Publicly Traded SecuritiesPubliclyTraded
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 48 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 367299 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | Market Value | MethodOfDeterminingRevenues |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities Closely Held Stock | SecuritiesCloselyHeldStock | |
| Securities Prtnrshp Trust Intrsts | SecuritiesPrtnrshpTrustIntrsts | |
| Securities Miscellaneous | SecuritiesMiscellaneous | |
| Qualified Contrib Hist Struct | QualifiedContribHistStruct | |
| Qualified Contrib Other | QualifiedContribOther |
Real Estate Residential RealEstateResidential
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 3 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 335833 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | Appraisal | MethodOfDeterminingRevenues |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real Estate Commercial | RealEstateCommercial | |
| Real Estate Other | RealEstateOther | |
| Collectibles | Collectibles | |
| Food Inventory | FoodInventory | |
| Drugs And Medical Supplies | DrugsAndMedicalSupplies | |
| Taxidermy | Taxidermy | |
| Historical Artifacts | HistoricalArtifacts | |
| Scientific Specimens | ScientificSpecimens | |
| Archaeological Artifacts | ArchaeologicalArtifacts |
Other Non Cash Contributions Table OtherNonCashContributionsTable
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Description | Raffle Items | Description |
| Number Of Contributions | 13 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 7760 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | FMV | MethodOfDeterminingRevenues |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | false | AnyPropertyThatMustBeHeld |
| Review Process Unusual NC Gifts | true | ReviewProcessUnusualNCGifts |
| Third Parties Used | true | ThirdPartiesUsed |
Form990 Schedule M Part II Form990ScheduleMPartII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | USE OF THIRD PARTIES: | Identifier |
| Return Reference | SCHEDULE M, PART I, LINE 32B | ReturnReference |
| Explanation | 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. | Explanation |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (8 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| VOLUNTEER ASSISTANCE: | FORM 990, PART I, LINE 6 | THE PHILANTHROPIC SPIRIT OF THOUSANDS OF VOLUNTEERS NATIONWIDE MAKES IT POSSIBLE FOR CITY OF HOPE 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 TAKE PLACE THROUGH THE AUXILIARY NETWORK, FOR WHICH A 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 JULY 16, 2012, THE BOARD OF DIRECTORS OF CITY OF HOPE, THE SOLE CORPORATE MEMBER OF THE MEDICAL CENTER, BECKMAN RESEARCH INSTITUTE AND MEDICAL FOUNDATION, ADOPTED RESOLUTIONS ESTABLISHING A NEW EXECUTIVE LEADERSHIP STRUCTURE FOR CITY OF HOPE. ON OCTOBER 16, 2012, THE BYLAWS WERE AMENDED TO IMPLEMENT THESE CHANGES. THE PRINCIPAL CHANGES INCLUDED SEPARATING THE ROLE OF PRESIDENT FROM THE ROLE OF CHIEF EXECUTIVE OFFICER ("CEO"), AND CREATING THE NEW POSITION OF PRESIDENT; FORMING THE OFFICE OF THE CHIEF EXECUTIVE, OF WHICH EACH OF THE CEO AND PRESIDENT IS A MEMBER; SPECIFYING THAT THE CEO REPORTS TO THE BOARD, THE PRESIDENT REPORTS TO THE CEO, THE PRESIDENT'S DUTIES ARE BY DELEGATION FROM THE CEO (TO WHOM THE BOARD DELEGATES RESPONSIBILITY FOR DAY-TO-DAY MANAGEMENT), AND THAT THE DUTIES AND RESPONSIBILITIES OF EACH OF THE CEO AND PRESIDENT, AND ANY CHANGES THERETO, ARE SUBJECT TO THE APPROVAL OF THE BOARD. ON FEBRUARY 8, 2013, THE BOARD OF DIRECTORS OF CITY OF HOPE ENDORSED CHANGES TO THE BYLAWS IMPLEMENTING CHANGES TO CITY OF HOPE'S ORGANIZATIONAL STRUCTURE. THE CHANGES INCLUDED FORMALLY RECOGNIZING THE AMBASSADOR LEADERSHIP COUNCIL, A GROUP OF EIGHT LEADERS FROM AUXILIARIES ACROSS THE COUNTRY THAT ADVISES CITY OF HOPE ON AUXILIARY MATTERS; ALLOWING "DELEGATES" (DEFINED IN THE BYLAWS AS AUXILIARY MEMBERS SELECTED TO ATTEND NATIONAL CONVENTION) TO VOTE ON COUNCIL MEMBERS FOR A THREE-YEAR TERM; AND CONVERTING CITY OF HOPE TO A NON-STATUTORY MEMBERSHIP ORGANIZATION, MEANING THAT THE BOARD OF DIRECTORS WOULD BE SOLELY RESPONSIBLE FOR APPOINTING AND CHANGING THE BOARD OF DIRECTORS, APPROVING ACCESS TO CORPORATE RECORDS, AND FOR APPROVING CERTAIN CORPORATE ACTIONS, INCLUDING THE DISPOSITION OF ALL OR SUBSTANTIALLY ALL OF CITY OF HOPE'S ASSETS, ANY MERGER AND ITS PRINCIPAL TERMS AND ANY AMENDMENT OF THOSE TERMS, AND ANY ELECTION TO DISSOLVE CITY OF HOPE. ON APRIL 19, 2013, THE "MEMBERS" (DEFINED IN THE BYLAWS AS DELEGATES AND INCUMBENT DIRECTORS) APPROVED THE BYLAW CHANGES EFFECTIVE APRIL 20, 2013. IN ADDITION, ON MAY 17, 2013, THE CITY OF HOPE BOARD FURTHER AMENDED THE BYLAWS TO CODIFY A SCHEDULE FOR TRIENNIAL DIRECTOR ELECTIONS, AND TO CLARIFY THAT THE CHAIR OF THE BOARD, UPON THE ELECTION OF THE BOARD, SHALL DETERMINE THE MEMBERSHIP OF ALL STANDING COMMITTEES, SUBJECT TO BOARD APPROVAL. FORM 990, PART VI, SECTION A, LINE 6 ANY PERSON WHO IS A MEMBER IN GOOD STANDING OF ANY CHARTERED AUXILIARY OF CITY OF HOPE IS AN "AUXILIARY MEMBER" OF THE CORPORATION. EACH AUXILIARY MEMBER SELECTED BY HIS OR HER CHARTERED AUXILIARY TO BE A DELEGATE TO THE NATIONAL CONVENTION OF CITY OF HOPE IS A MEMBER OF THE CORPORATION, SUBJECT TO THE BYLAW CHANGES EFFECTIVE APRIL 20, 2013. |
| POLICIES: | FORM 990, PART VI, SECTION B, LINE 11B | A COPY OF THE CITY OF HOPE 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 OF DIRECTORS 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 REVIEWS OF SUCH DISCLOSURES ARE MADE BY THE CHIEF RISK OFFICER, GENERAL COUNSEL AND, AS APPLICABLE, THE CHAIR OF THE BOARD, 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. RESTRICTIONS MAY INCLUDE: PROHIBITION FROM PARTICIPATING IN A GOVERNING BODY'S DELIBERATIONS AND VOTING ON A GIVEN TRANSACTION OR SET OF TRANSACTIONS; RECUSAL FROM THE DECISION MAKING PROCESS RELATING TO THE BUSINESS TRANSACTIONS (E.G. PURCHASING DECISIONS); PROHIBITION FROM PARTICIPATING AS A PRINCIPAL INVESTIGATOR IN RESEARCH; AND DISCLOSURE OF FINANCIAL INTEREST IN RESEARCH STUDY INFORMED CONSENT FORMS AND PUBLICATIONS. MONITORING TRANSACTIONS FOR CONFLICTS AS PART OF A CONFLICT MANAGEMENT PLAN IS DONE THROUGH REQUIRED DISCLOSURES AND UPDATES BY PERSONS COVERED BY THE ORGANIZATION'S CONFLICT OF INTEREST POLICIES AND A CONCURRENT REVIEW OF SUCH DISCLOSURES AGAINST TRANSACTIONS. CITY OF HOPE'S POLICY PROVIDES FOR DISCIPLINARY ACTION AGAINST PERSONS COVERED BY THE CONFLICT OF INTEREST POLICIES WHO DO NOT COMPLY WITH POLICY REQUIREMENTS. FORM 990, PART VI, SECTION B, LINES 15A AND 15B THE EXECUTIVE COMPENSATION AND ORGANIZATIONAL DEVELOPMENT AND GOVERNANCE COMMITTEE OF THE CITY OF HOPE 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. DELIBERATION AND DECISION MAKING ARE SUBSTANTIATED IN THE MINUTES OF THE COMMITTEE'S MEETINGS. THE MINUTES ARE REVIEWED AND APPROVED AT THE NEXT MEETING OF THE COMMITTEE. AS PART OF THE DELIBERATION PROCESS, THE COMMITTEE RECEIVES ADVICE FROM AN INDEPENDENT, OUTSIDE COMPENSATION CONSULTANT WITH RESPECT TO EXECUTIVE COMPENSATION, COMPARABLE BENCHMARK DATA AND CURRENT COMPENSATION PHILOSOPHY, STRUCTURE, AND ADMINISTRATION OF THE EXECUTIVE COMPENSATION PROGRAMS AT CITY OF HOPE AND AFFILIATES. THE COMMITTEE CARRIES OUT THE BOARD OF DIRECTORS' OVERALL RESPONSIBILITIES RELATING TO EXECUTIVE COMPENSATION. THE EXECUTIVE COMPENSATION PHILOSOPHY IS DESIGNED TO ASSIST IN ATTRACTING AND RETAINING THE CALIBER OF EXECUTIVE LEADERSHIP REQUIRED TO ACHIEVE THE HIGHEST LEVELS OF COMMUNITY BENEFIT AND IMPACT, CLINICAL CARE, QUALITY RESEARCH AND EFFICIENT PHILANTHROPIC DEVELOPMENT. THE COMMITTEE TARGETS THE 50TH PERCENTILE OF BASE SALARY AND THE 75TH PERCENTILE OF TOTAL CASH OF THE MARKET IN WHICH CITY OF HOPE COMPETES FOR EXECUTIVES. A PORTION OF EXECUTIVE COMPENSATION IS LINKED DIRECTLY TO PERFORMANCE GOALS APPROVED IN ADVANCE BY THE COMMITTEE. THESE GOALS ARE TIED TO THE PERFORMANCE OF CITY OF HOPE, INCLUDING THE ATTAINMENT OF SPECIFIC BUSINESS OBJECTIVES FOR STRATEGIC AND FINANCIAL PERFORMANCE AS WELL AS NON-FINANCIAL INDICATORS THAT MEASURE PATIENT SATISFACTION AND QUALITY OF PATIENT CARE. AS A CONSEQUENCE, PERFORMANCE COMPENSATION MAY VARY FROM YEAR TO YEAR. THE COMMITTEE CONDUCTS COMPENSATION REVIEWS ANNUALLY FOR EXECUTIVES AND CERTAIN KEY EMPLOYEES AND THIS WAS LAST COMPLETED ON SEPTEMBER 20, 2013. THE COMPENSATION PROGRAMS AND RANGES FOR ALL OFFICERS AND KEY EMPLOYEES LISTED ON FORM 990, PART VII, SECTION A AT THE SENIOR VICE-PRESIDENT OR EQUIVALENT LEVEL AND ABOVE ARE REVIEWED AND APPROVED 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. ITS 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 EMPLOYEES GENERALLY WORK IN EXCESS OF 40 HOURS PER WEEK WHICH HAS BEEN REFLECTED IN THE COMPENSATION SCHEDULES BY THE ESTIMATES OF 60 HOURS PER WEEK. THE MEMBERS OF THE BOARD OF DIRECTORS ARE NOT COMPENSATED FOR SERVING ON THE BOARD BY CITY OF HOPE OR BY ITS AFFILIATES. THE HOURS WORKED FOR EACH DIRECTOR IS AN ESTIMATE OF THE TIME SPENT PREPARING FOR AND ATTENDING MEETINGS OF THE BOARD OF DIRECTORS AND ITS STANDING COMMITTEES. THE BOARD OF DIRECTORS HELD 6 REGULARLY SCHEDULED MEETINGS IN FISCAL YEAR 2013. THE AUDIT AND COMPLIANCE COMMITTEE HELD 5 REGULARLY SCHEDULED MEETINGS IN FISCAL YEAR 2013. |
| OTHER CHANGES IN NET ASSEST OR FUND BALANCES: | FORM 990, PART XI, LINE 9 | CHANGES IN ACTUARIAL ASSUMPTIONS FOR SPLIT INTEREST AGREEMENTS TOTALING $1,174,425. |
Schedule R IRS990ScheduleR
Form990 Schedule R Part II Form990ScheduleRPartII (3 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EINEIN | Primary ActivitiesPrimaryActivities | Legal Domicile StateLegalDomicileState | Exempt Code SectionExemptCodeSection | Public Charity StatusPublicCharityStatus | Business Name Line1DirectControllingEntityName/BusinessNameLine1 | Controlled OrgControlledOrg |
|---|---|---|---|---|---|---|---|---|---|---|
| CITY OF HOPE NATIONAL MEDICAL CENTER | ||||||||||
| 1500 EAST DUARTE ROAD | DUARTE | CA | 91010 | 951683875 | HOSPITAL | CA | 501(C)(3) | 3 | City of Hope | true |
| BECKMAN RESEARCH INSTITUTE | ||||||||||
| 1450 EAST DUARTE ROAD | DUARTE | CA | 91010 | 953432210 | RESEARCH | CA | 501(C)(3) | 4 | City of Hope | true |
| CITY OF HOPE MEDICAL FOUNDATION | ||||||||||
| 1500 E Duarte Road | Duarte | CA | 91010 | 274803222 | Healthcare | CA | 501(C)(3) | 3 | City of Hope | true |
Form990 Schedule R Part IV Form990ScheduleRPartIV (3 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EINEIN | Primary ActivityPrimaryActivity | Legal Domicile StateLegalDomicileState | Business Name Line1DirectControllingEntityName/BusinessNameLine1 | Type Of EntityTypeOfEntity | Share Of Total IncomeShareOfTotalIncome | Share Of EOY AssetsShareOfEOYAssets | Percentage OwnershipPercentageOwnership | Controlled OrgControlledOrg |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| GENBASIX INC | ||||||||||||
| 1500 EAST DUARTE ROAD | DUARTE | CA | 91010 | 911949357 | GENOMICS | DE | COH | C CORP. | 0 | 0 | 1.00000 | 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 Ann Rents Royalties | true | ReceiptOfIntAnnRentsRoyalties |
| Gift Grant Or Cap Contr To Other Org | true | GiftGrantOrCapContrToOtherOrg |
| Gift Grant Or Cap Contr Fr Other Org | true | GiftGrantOrCapContrFrOtherOrg |
| Loans Or Guarantees To Other Org | true | LoansOrGuaranteesToOtherOrg |
| Loans Or Guarantees From Other Org | false | LoansOrGuaranteesFromOtherOrg |
| Dividends Related Organization | false | DividendsRelatedOrganization |
| Sale Of Assets To Other Org | false | SaleOfAssetsToOtherOrg |
| Purchase Of Assets From Other Org | false | PurchaseOfAssetsFromOtherOrg |
| Exchange Of Assets | false | ExchangeOfAssets |
| Rental Of Facilities To Other Orgs | false | RentalOfFacilitiesToOtherOrgs |
| Rental Of Facilities Fr Other Orgs | true | RentalOfFacilitiesFrOtherOrgs |
| Perform Of Services For Other Orgs | false | PerformOfServicesForOtherOrgs |
| Perform Of Services By Other Orgs | false | PerformOfServicesByOtherOrgs |
| Sharing Of Facilities | false | SharingOfFacilities |
| Sharing Of Paid Employees | true | SharingOfPaidEmployees |
| Reimbursement Paid To Other Org | true | ReimbursementPaidToOtherOrg |
| Reimbursement Paid By Other Org | true | ReimbursementPaidByOtherOrg |
| Other Transfer To Other Org | false | OtherTransferToOtherOrg |
| Other Transfer From Other Org | true | OtherTransferFromOtherOrg |
Transactions Related Orgs Table TransactionsRelatedOrgsTable (32 entries)
| Transaction TypeTransactionType | Amount InvolvedAmountInvolved | Method Of Amt DeterminationMethodOfAmtDetermination |
|---|---|---|
| CITY OF HOPE NATIONAL MEDICAL CENTER | ||
| B | 7355077 | FMV |
| BECKMAN RESEARCH INSTITUTE OF CITY OF HOPE | ||
| B | 203813920 | FMV |
| Apparel Industries Group (0031) | ||
| C | 522893 | FMV |
| Seattle Chapter (0166) | ||
| C | 89504 | FMV |
| Home FurnishConsumer Electronics Ind (0715) | ||
| C | 947641 | FMV |
| East End ChapterJeanne Kaye League (0732) | ||
| C | 133814 | FMV |
| National Professional Salon Industry (0835) | ||
| C | 1173781 | FMV |
| Pathways to Hope Chapter (291) | ||
| C | 99046 | FMV |
| Music and Entertainment Industry (1050) | ||
| C | 1788525 | FMV |
| Food Industries Circle Chapter (1081) | ||
| C | 2338813 | FMV |
| Construction Industries Alliance Ch (1082) | ||
| C | 243731 | FMV |
| HardwareHome Improvement Ind Council (1183) | ||
| C | 2394734 | FMV |
| California Food Industries Circle (1203) | ||
| C | 1010928 | FMV |
| California Insurance Council (1215) | ||
| C | 453384 | FMV |
| Construction and RE Industry Council (1225) | ||
| C | 452531 | FMV |
| LA County Sheriff's Chapter (1454) | ||
| C | 53977 | FMV |
| National Office Products Council (1362) | ||
| c | 3042470 | FMV |
| No Cal RE & Constr Bus Alliance (1439) | ||
| C | 609321 | FMV |
| Pacific NW Food Industries Circle (1481) | ||
| C | 640174 | FMV |
| LA Real EstateConstruction Council (1487) | ||
| C | 355345 | FMV |
| Southwest Food Industries Circle (1562) | ||
| C | 176728 | FMV |
| Desert Communities Women's Council (1601) | ||
| C | 272361 | FMV |
| Gems of the Desert Chapter (1631) | ||
| C | 63543 | FMV |
| Beckman Research Institute of City of Hope | ||
| P | 1890453 | FMV |
| City of Hope National Medical Center | ||
| Q | 431914 | FMV |
| City of Hope National Medical Center | ||
| P | 10117876 | FMV |
| Beckman Research Institute of City of Hope | ||
| Q | 866937 | FMV |
| City of Hope National Medical Center | ||
| O | 110337 | FMV |
| Gussie K Singer Chapter (0004) | ||
| C | 52984 | FMV |
| City of Hope Medical Foundation | ||
| K | 562500 | FMV |
| CITY OF HOPE MEDICAL FOUNDATION | ||
| D | 16520000 | FMV |
| CITY OF HOPE MEDICAL FOUNDATION | ||
| S | 21800000 | FMV |
Form990 Schedule R Part VII Form990ScheduleRPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | RELATED TAX-EXEMPT ORGANIZATIONS: | Identifier |
| Return Reference | SCHEDULE R, PART II | ReturnReference |
| 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. | Explanation |
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