2013-08-15T10:15:15-05:00 2012-09-30 ERNST & YOUNG US LLP 18111 VON KARMAN AVENUE SUITE 1000 IRVINE CA 92612 990 2011-10-01 951683875 City of Hope National Medical Center % RICHARD MAGNUSON/CITY OF HOP CITY 6269305445 1500 East Duarte Road Duarte CA 91010 RICHARD MAGNUSSON 2013-08-13 true 9497942300 2011 2016-02-24 21:20:13Z MICHAEL A FRIEDMAN MD 1500 EAST DUARTE ROAD DUARTE CA 91010 723373420 false X www.cityofhope.org X 1948 CA TO PROVIDE TREATMENT, CURES AND COMPASSIONATE CARE TO THOSE WITH CANCER AND OTHER LIFE-THREATENING DISEASES AND TO WORK WITH RESEARCHERS WHOSE BREAKTHROUGH IDEAS MAY BRING NEW HOPE TO PATIENTS. 12 12 3385 355 0 17062011 21373208 593834500 680715098 4571173 2830046 1106312 758568 616573996 705676920 2718972 504670 0 0 252602787 275329794 0 0 1294103 340377658 361749884 595699417 637584348 20874579 68092572 617261532 680666018 335755086 322983939 281506446 357682079 X SEE SCHEDULE O false false 527660197 504670 680715098 CITY OF HOPE NATIONAL MEDICAL CENTER PROGRAMS CONSIST OF PATIENT CARE, RESEARCH AND PUBLIC INFORMATION AND EDUCATION. SEE SCHEDULE O - EXEMPT PURPOSES ACHIEVEMENTS. 527660197 true true false true false false false false false true true false false false true true false true false false true false false false false false true true true false true true false false false false false false false false false false false false false false false true true true false false true 441 0 true 3385 true false false false false false false false false false false X 12 12 false false false false true true true true true false false false true true true true true true true false CA X RICHARD MAGNUSONCITY OF HOP 6263018815 1500 EAST DUARTE ROAD Duarte CA 91010 X Claire Rothman 2.0 X 0 0 0 Donald Hoffman 2.0 X 0 0 0 Ernie So 2.0 X 0 0 0 Frederic Grannis MD 2.0 X 0 0 0 Iris Rothstein 2.0 X 0 0 0 Jacqueline Kosecoff 2.0 X 0 0 0 Jody Horowitz Marsh 2.0 X 0 0 0 Leslie Popplewell MD 2.0 X 0 0 0 Lucille Leong MD 2.0 X 0 0 0 Richard Myers 2.0 X 0 0 0 Vincent Chung MD 2.0 X 0 0 0 William C Scott 2.0 X 0 0 0 Gary Conner 41.0 X 654051 0 54460 Gregory Schetina 41.0 X 481663 0 50255 Michael A Friedman MD 41.0 X 1365458 0 49777 Robert W Stone 15.0 X 843700 0 47320 William Sargeant 41.0 X 49697 0 222 Dale Walter Adams 60.0 X 441501 0 33896 Debra F Fields 60.0 X 536144 0 53474 Virginia Opipare 41.0 X 756094 0 38502 Paul Conocenti 60.0 X 150964 0 192 Stephanie Neuvirth 60.0 X 531243 0 48005 Joyce Niland 60.0 X 365239 0 47575 Richard Thompson 60.0 X 376456 0 23329 Shirley Ann Johnson 60.0 X 422437 0 32037 Tim Schultheiss 60.0 X 339233 0 40516 Doug Stahl 60.0 X 298409 0 36224 Dennis F Rusch 0.0 X 552287 0 15279 Elizabeth Dunne 0.0 X 390689 0 9381 Valerie Bingham 41.0 X 233206 0 39166 Theodore G Krontiris PHD 0.0 X 0 268288 56648 Deborah Gac 0.0 X 308874 0 7617 Warren Chandler 0.0 X 408592 0 6332 Robert Powell 0.0 X 0 279914 6389 9505937 548202 696596 642 true true false CALIFORNIA CANCER SPECIALISTS MED G 425 E HUNTINGTON DRIVE MONROVIA CA 91016 RSCH, TCHG AND ADMIN 18363844 Jones Day 555 South Flower Street LOS ANGELES CA 90071 Lgl/Retained Consult 9056839 PRICEWATERHOUSE COOPERS LLP PO BOX 514038 LOS ANGELES CA 900514038 CONSULTING SERVICES 7670626 LAYTON CONSTRUCTION COMPANY INC 9090 S SANDY PARKWAY SANDY UT 84070 CONSTRUCTION MGT 6863909 City of Hope Medical Foundation 1500 East Duarte Road DUARTE CA 91010 Professional Srvs. 19891905 97 21189169 133084 50955 21373208 NET PATIENT REVENUE 622110 667948909 667948909 OTHER EXEMPT FUNCTION SERVICES 622110 7109453 7109453 CLINICAL TRIAL - PATIENT CARE 622110 2362535 2362535 OTHER PATIENT ANCILLARY 622110 1412490 1412490 OUTPATIENT CLINIC SUPPORT REVENUE 621400 1132867 1132867 748844 748844 680715098 2097035 2097035 0 45392 45392 18429511 17696500 733011 733011 733011 0 0 0 INSURANCE CLAIM 900099 287169 287169 REBATE PROGRAM 621110 365962 365962 MISCELLANEOUS 900099 60045 60045 713176 705676920 680715098 3588614 504670 504670 0 0 0 6513143 1478791 4788438 245914 595494 595494 213045537 181775879 31024583 245075 9319370 7969025 1338941 11404 29919135 26059748 3788681 70706 15937115 13497885 2405327 33903 5900002 5900002 4298192 4298192 530724 530724 339306 339306 0 367778 367778 104793978 61778439 42334668 680871 2220982 2024368 196614 153533189 147665567 5866922 700 6674402 1971797 4702605 0 9731764 7801882 1928901 981 1813724 1356406 457318 0 434249 46374 387875 9710071 9710071 0 37532871 35870389 1657933 4549 1737839 1661374 76465 HOSPITAL PROVIDER FEE 13706616 13706616 BAD DEBT 4935154 4935154 PATENT EXPENSE 45442 45442 DUES AND SUBSCRIPTIONS 1272886 620624 652262 2170715 1279694 891021 637584348 527660197 108630048 1294103 1850574 15138658 27893417 12090542 1504700 25954894 103196252 118188862 100000 0 0 0 467327 495826 6515241 7693641 9534094 7423218 712517840 358893959 335052974 353623881 78086197 85576057 28401131 30531476 0 0 0 0 24659625 23948963 617261532 680666018 83202195 90933263 0 0 28311028 7956491 197755000 193147991 0 0 0 0 0 0 0 0 26486863 30946194 335755086 322983939 X 281506446 357682079 0 0 0 0 281506446 357682079 617261532 680666018 X 68092572 8083061 X X false true true X true true X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED X 0 0 498406 498406 498406 498406 637085942 1269114700 637584348 1269613106 1000000 1000000 250000 250000 false 1000000 1000000 1000000 1000000 4000000 6000000 546691 543709 547607 498406 2136413 250000 250000 250000 250000 1000000 1500000 0 0 0 0 0 DIRECT AND INDIRECT POLITICAL CAMPAIGN ACTIVITIES SCHEDULE C, Part II-A 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 MEDICAL CENTER INCURRED DIRECT LOBBYING EXPENDITURES IN THE AMOUNT OF $339,306, AND IN-HOUSE EXPENDITURES OF $159,100 DURING FISCAL YEAR 2012 RELATED TO THE FOLLOWING LOBBYING ACTIVITIES. FEDERAL LEGISLATION MIDDLE CLASS TAX RELIEF AND JOB CREATION ACT OF 2012 (*ADVOCATED ON A 340B PROVISION). INTERNAL STAFF PROVIDED EXPERTISE AND ADVICE ON LEGISLATION. H.R. 2674: 340B IMPROVEMENT ACT OF 2011 (ALL PROVISIONS). INTERNAL STAFF PROVIDED EXPERTISE, ADVICE AND ADVOCACY ON LEGISLATION. H.R. 3630: TEMPORARY PAYROLL TAX CUT CONTINUATION ACT OF 2011 (*ADVOCATED ON PROVISION RELATED TO CUTS TO HOSPITAL MEDICARE PAYMENT). STAFF PROVIDED EXPERTISE, ADVICE AND ADVOCACY ON LEGISLATION. FY 2013 HOUSE AND SENATE DEFENSE AUTHORIZATION BILL (*PROVISIONS RELATED TO MEDICAL RESEARCH). STAFF PROVIDED INFORMATION AND REQUESTS FOR FUNDING. FY 2013 SENATE AND HOUSE LABOR, HHS, AND EDUCATION BILL (*PROVISIONS RELATING TO NIH FUNDING). STAFF PROVIDED EXPERTISE, ADVICE AND ADVOCACY ON LEGISLATION. MEDICARE OUTPATIENT PAYMENT FOR EXEMPT PROSPECTIVE PAYMENT CANCER CENTERS. STAFF PROVIDED EXPERTISE, ADVICE AND ADVOCACY. S.3187 FOOD AND DRUG ADMINISTRATION SAFETY AND INNOVATION ACT (*ADVOCATED ON ISSUES RELATED TO DRUG SHORTAGE AND 340B PROGRAM). STAFF PROVIDED EXPERTISE AND ADVICE ON LEGISLATION. STATE LEGISLATION SB 289 (HERNANDEZ). REQUIRES DHCS TO WORK WITH PPS-EXEMPT CANCER CENTERS ON APPROPRIATE DIAGNOSIS RELATED GROUP (DRG) MEDI-CAL PAYMENT SYSTEM. THIS LED TO MEETINGS WITH SENATOR HERNANDEZ, HIS STAFF, AND CITY OF HOPE STAFF WITH LEADERS IN DHCS REGARDING THE DRG PAYMENT SYSTEM AND ADJUSTMENTS IN THE NEW MEDI-CAL PAYMENT SYSTEM FOR CITY OF HOPE. STAFF PROVIDED EXPERTISE, ADVICE AND ADVOCACY ON LEGISLATION. SB 1539 (SIMITIAN). SACRAMENTO LOBBYIST, MAUREEN O'HAREN, LOBBIED GOVERNOR AND LEGISLATURE ON BEHALF OF CITY OF HOPE. SCHEDULE C, PART II-A, LINE A THE FOLLOWING ARE THE MEMBERS OF THE AFFILIATED GROUP: CITY OF HOPE (HAS NOT MADE THE 501(H) ELECTION) 1500 EAST DUARTE ROAD, DUARTE, CA 91010 EIN = 95-3435919 GRASSROOTS LOBBYING AMOUNT = NONE TOTAL LOBBYING EXPENDITURES = NONE OTHER EXEMPT PURPOSE EXPENDITURES = $252,286,294 TOTAL EXEMPT PURPOSE EXPENDITURES = $252,286,294 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 BECKMAN RESEARCH INSTITUTE OF THE CITY OF HOPE (BECKMAN RESEARCH INSTITUTE) (HAS NOT MADE THE 501(H) ELECTION) 1500 EAST DUARTE ROAD, DUARTE, CA 91010 EIN = 95-3432210 GRASSROOTS LOBBYING AMOUNT = NONE TOTAL LOBBYING EXPENDITURES = NONE OTHER EXEMPT PURPOSE EXPENDITURES = $262,152,955 TOTAL EXEMPT PURPOSE EXPENDITURES = $262,152,955 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 = $117,589,509 TOTAL EXEMPT PURPOSE EXPENDITURES = $117,589,509 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 34199446 5147333 39346779 35350725 -1151279 34199446 31900646 3450079 35350725 31123964 776682 31900646 1.00000 false false 49776341 49776341 271723650 144543335 127180315 322051180 214350624 107700556 68966669 68966669 353623881 0 ACCRUED INTEREST 3947054 INTEREST RATE SWAP LIABILITY 1827491 SELF INSURANCE LIABILITY 722000 OTHER LIABILITIES 2907 RETIREMENT FUND PAYABLE 7901806 DEFERRED LEASE EXPENSE 2433416 DUE TO AFFILIATE 393010 WORKERS COMPENSATION LIABILITY 13718510 30946194 ENDOWMENT FUNDS SCHEDULE D, PART V, LINE 4 THE MEDICAL CENTER HAS ENDOWMENT FUNDS THAT ARE AVAILABLE TO FUND FUTURE RESEARCH, CAPITAL AND EXPANSION NEEDS AS DETERMINED BY MANAGEMENT AND THE CITY OF HOPE 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: 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 POSITION OR TAX LIABILITY FOR TAX BENEFITS, INTEREST OR PENALTIES ACCRUED AT SEPTEMBER 30, 2012 AND 2011. Central America and the Caribbean Investments 9070465 Central America and the Caribbean 3 Program Services Business and Education 5687 East Asia and the Pacific 10 Program Services Business and Education 12649 Europe (Including Iceland and Greenland) 42 Program Services Business and Education 59715 North America 29 Program Services Business and Education 49713 South America 1 Program Services Business and Education 772 South Asia 2 Program Services Business and Education 2435 80 87 9201436 9201436 true false true true true false FOREIGN INVESTMENTS SCHEDULE F, PART I, LINE 3 INVESTMENT ACTIVITIES OF THE MEDICAL CENTER INCLUDE INVESTMENTS IN MULTIPLE VEHICLES THAT PROVIDE INVESTMENT INCOME AND RETURNS TO THE INSTITUTION TO FURTHER ITS MISSION AND PROGRAMS. AS SUCH, THERE ARE INVESTMENTS HELD IN OFFSHORE HEDGE FUNDS, MAINLY REGISTERED AS CAYMAN EXEMPTED CORPORATIONS. THESE INVESTMENTS HELP MITIGATE RISK IN THE PORTFOLIO AND REPRESENT APPROXIMATELY 6.3% OF THE MEDICAL CENTER'S OVERALL CASH AND INVESTMENT PORTFOLIO. THE MEDICAL CENTER ALSO 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. ALTERNATIVE INVESTMENTS INCLUDES EQUITY CO-MINGLED ASSETS INVESTED IN OFFSHORE FUNDS. THE MARKET VALUE OF THESE INVESTMENTS HAVE BEEN INCLUDED IN FORM 990, PART X, LINE 12. BUSINESS AND EDUCATIONAL SYMPOSIA CONSIST OF HEALTH CARE RELATED MEETINGS THAT MEDICAL CENTER PHYSICIANS AND STAFF ATTEND FOR PURPOSES OF CONTINUING MEDICAL EDUCATION, ADVANCING TREATMENT THOUGHTS AND CURES AND ENHANCING KNOWLEDGE, AND TO PRESENT RESEARCH, THOUGHTS AND IDEAS AND OFTEN THESE STAFF ARE PRESENTERS AT THESE VARIOUS EDUCATIONAL SYMPOSIA. THE HEALTH CARE FIELD IS INTERNATIONAL IN SCOPE, AND THE CITY OF HOPE NATIONAL MEDICAL CENTER ENJOYS INTERNATIONAL RECOGNITION. ACCORDINGLY, THESE SYMPOSIA ARE CONDUCTED GLOBALLY, INCLUDING IN THE VARIOUS REGIONS IDENTIFIED IN SCHEDULE F. THE MEDICAL CENTER SUPPORTS ATTENDANCE OF OUR MEDICAL STAFF AT THESE SYMPOSIA. EMPLOYEE TRAVELERS MAY MAKE MULTIPLE TRIPS TO THE SAME REGION OR TO MULTIPLE REGIONS DURING A FISCAL YEAR. IN THE CASE WHERE THE SAME EMPLOYEE TRAVELER MADE MORE THAN ONE TRIP TO THE SAME REGION, THEY ARE ONLY COUNTED ONE TIME IN THAT REGION. IF THE SAME EMPLOYEE TRAVELER TRAVELS TO MORE THAN ONE REGION, THAT INDIVIDUAL IS COUNTED ONLY ONCE IN EACH REGION VISITED. THE TOTAL TRAVELERS ON LINE 3A, HOWEVER, ONLY COUNTS THE SAME TRAVELER ONCE IN THE GRAND TOTAL. AS A RESULT THE TOTAL TRAVELERS PER REGION WILL NOT ADD UP TO THE TOTAL ON LINE 3A. WE HAD 7 INSTANCES WHERE THE SAME TRAVELER WAS TRAVELING TO MULTIPLE REGIONS DURING THE FISCAL YEAR ENDING SEPTEMBER 30, 2012. SCHEDULE F, PART I, LINE 3, COLUMN F THE EXPENDITURES IN COLUMN F ARE DETERMINED USING THE ACCRUAL METHOD OF ACCOUNTING. true true X true X 400. false true true false true true 6502000 6502000 0.01020 115916081 115146690 769391 0.00120 122418081 115146690 7271391 0.01140 372678 49542 323136 0.00050 592680 592680 0.00090 58588659 8297115 50291544 0.07890 510590 510590 0.00080 60064607 8346657 51717950 0.08110 182482688 123493347 58989341 0.09250 100 100 13714 13714 13814 13814 true 4935154 113509173 136801607 -23292434 X true true 1 1 CITY OF HOPE NATIONAL MEDICAL CENTER (1)

1500 EAST DUARTE ROAD DUARTE CA 91010

X X X SHORT-TERM SPECIALTY HOSPITAL CITY OF HOPE NATIONAL MEDICAL CENTER (1) 1 true true 400. true 400. true X X X X X X X true false true false false X X false false SCHEDULE H, PART I, LINE 3C ALL SELF PAY, UNINSURED AND UNDERINSURED PATIENTS WHO DO NOT QUALIFY FOR CHARITY CARE UNDER THE MEDICAL CENTER'S CHARITY CARE PROGRAM ARE OFFERED SERVICES THROUGH THE MEDICAL CENTER AT DISCOUNTED CHARGES. THIS DISCOUNT IS BASED ON A CERTAIN ALGORITHM, REGARDLESS OF THE SERVICES AND SETTING WHERE RENDERED TO THE RESPECTIVE PATIENT. THE DISCOUNT IS ALSO EXTENDED TO PATIENTS THAT QUALIFY FOR THE MEDICAL CENTER'S CHARITY CARE PROGRAM FOR THE OUT OF POCKET PORTIONS OF CARE THAT IS BEYOND THE CHARITY CARE COVERAGE AMOUNT THE PATIENT QUALIFIED FOR. THE CHARGES CAN BE FURTHER DISCOUNTED IN THE FORM OF A PROMPT PAYMENT DISCOUNT, IF THE PAYMENT IS AGREED TO IN ADVANCE AND MADE BY THE PATIENT WITHIN 30 DAYS OF RECEIPT OF THE MEDICAL CENTER'S BILL. SCHEDULE H, PART I, LINE 6A COMMUNITY BENEFIT DATA FOR THE MEDICAL CENTER IS INCLUDED IN CITY OF HOPE'S COMMUNITY BENEFIT REPORT WHICH IS PROVIDED TO THE CALIFORNIA DEPARTMENT OF HEALTH SERVICES, OFFICE OF STATEWIDE HEALTH PLANNING AND DEVELOPMENT. SCHEDULE H, PART I, LINE 7 THE AMOUNTS REPORTED IN THIS SECTION WERE DETERMINED USING COST ACCOUNTING METHODOLOGY WHICH CAPTURES THE TRUE COST OF TREATING PATIENTS. THESE AMOUNTS INCLUDE BOTH DIRECT AND INDIRECT COSTS AND INCLUDES ALL PATIENT SEGMENTS SUCH AS INPATIENT AND OUTPATIENT, PRIVATE INSURANCE, MANAGED CARE, MEDICARE, MEDI-CAL AND OTHER INSURERS AND THE UNINSURED OR UNDERINSURED. SCHEDULE H, PART I, LINE 7, COLUMN F BAD DEBT EXPENSE OF $4,935,154 WAS INCLUDED IN FORM 990, PART IX, LINE 25, BUT IS EXCLUDED FOR THE PURPOSE OF CALCULATING THE PERCENTAGE OF TOTAL COMMUNITY BENEFIT EXPENSE. THE CALIFORNIA HOSPITAL FEE PROGRAM (THE PROGRAM) WAS SIGNED INTO LAW BY THE GOVERNOR OF CALIFORNIA AND BECAME EFFECTIVE ON JANUARY 1, 2010. AMENDING LEGISLATION, TO CONFORM TO CHANGES REQUESTED BY THE CENTERS FOR MEDICARE & MEDICAID SERVICES (CMS) DURING THE APPROVAL PROCESS, WAS SIGNED INTO LAW BY THE GOVERNOR OF CALIFORNIA AND BECAME EFFECTIVE SEPTEMBER 8, 2010. THE PRIMARY LEGISLATION (AB 1383) AND AMENDING LEGISLATION (AB 1653) CONTAINS TWO COMPONENTS. THE QUALITY ASSURANCE FEE ACT GOVERNS THE "HOSPITAL FEE" OR "QUALITY ASSURANCE FEE" (QA FEE) PAID BY PARTICIPATING HOSPITALS. THE MEDI-CAL HOSPITAL PROVIDER STABILIZATION ACT GOVERNS SUPPLEMENTAL MEDI-CAL PAYMENTS (SUPPLEMENTAL PAYMENTS) MADE TO PROVIDERS FROM THE FUND. HOSPITAL PARTICIPATION IS MANDATORY, WITH LIMITED EXCEPTIONS. ON JANUARY 20, 2011, CMS GAVE FINAL APPROVAL OF THE PROGRAM. DURING THE YEAR ENDED SEPTEMBER 30, 2012, THE MEDICAL CENTER MADE PAYMENTS TO THE CALIFORNIA DEPARTMENT OF HEALTH CARE SERVICES (DHCS) FOR THE QA FEE IN THE AMOUNT OF $13,706,616 AND RECEIVED $63,033,957 IN SUPPLEMENTAL PAYMENTS, WHICH WERE RECORDED AS PROGRAM EXPENSES AND AN INCREASE TO NET PATIENT SERVICES REVENUES, RESPECTIVELY. THE PAYMENT AND RECEIPTS PERTAINED TO THE APPROVED PERIOD FROM APRIL 1, 2009 THROUGH DECEMBER 31, 2010. THE QA FEE OF $13,706,616 HAS BEEN INCLUDED IN SCHEDULE H PART I LINE 7B COLUMN (C) TOTAL COMMUNITY BENEFIT EXPENSE. THE SUPPLEMENTAL PAYMENTS TOTALING $63,033,957 HAVE BEEN INCLUDED IN SCHEDULE H PART I LINE 7B COLUMN (D) DIRECT OFFSETTING REVENUE. THE MEDICAL CENTER ALSO ENTERED INTO AN ENFORCEABLE PLEDGE AGREEMENT WITH THE CALIFORNIA HEALTH FOUNDATION AND TRUST (CHFT), AGREEING TO MAKE CONTRIBUTIONS TO THE CHFT BASED ON A PRE-DESCRIBED CALCULATION METHODOLOGY. THESE FUNDS WILL BE USED BY CHFT TO SUPPORT CHARITABLE ACTIVITIES AT VARIOUS INDEPENDENT HOSPITALS AND HEALTH SYSTEMS IN CALIFORNIA, INCLUDING MEASURES TO ALLEVIATE DISTORTIONS, INTERRUPTIONS AND DISPARITIES POTENTIALLY RESULTING FROM SHORT-TERM CHANGES IN GOVERNMENT HEALTH CARE REIMBURSEMENT PROGRAMS, INCLUDING THE HOSPITAL FEE TO BE IMPOSED ON HOSPITALS UNDER THE PROGRAM. DURING 2012, THE MEDICAL CENTER MADE PAYMENTS TOTALING $504,670 UNDER THE CHFT PLEDGE AGREEMENT, WHICH HAVE ALSO BEEN INCLUDED AS A COMPONENT OF PROGRAM SERVICE EXPENSE. THE $504,670 IS INCLUDED IN SCHEDULE H PART I LINE 7I COLUMN (C) TOTAL COMMUNITY BENEFIT EXPENSE. SCHEDULE H, PART II COMMUNITY BUILDING ACTIVITIES COMMUNITY BUILDING ACTIVITIES SHOWN ON SCHEDULE H AND VALUED AT $13,814 INCLUDE ACTIVITIES CLASSIFIED AS "WORKFORCE DEVELOPMENT" AND "COALITION BUILDING." CITY OF HOPE PLANS WORKFORCE DEVELOPMENT ACTIVITIES IN PARTNERSHIP WITH THE CITY OF DUARTE, THE DUARTE UNIFIED SCHOOL DISTRICT AND COMMUNITY-BASED ORGANIZATIONS. WORKFORCE DEVELOPMENT PROGRAMS ENCOMPASS MENTORSHIP/INTERACTIVE LEARNING PROGRAMS DESIGNED TO HELP LOCAL HIGH SCHOOL STUDENTS EXPLORE CAREER OPTIONS IN HEALTH CARE OR BASIC SCIENCE RESEARCH: GROUNDHOG JOB SHADOW DAY, CAREER DAY, THE SUMMER HIGH SCHOOL MENTORSHIP PROGRAM AND SCIENCE FIELD DAY. TWENTY-ONE STUDENTS PARTICIPATED IN GROUNDHOG JOB SHADOW DAY IN FEBRUARY 2012. THE PROGRAM ENABLED DUARTE HIGH SCHOOL STUDENTS TO EXPLORE CAREER OPTIONS AND GAIN PRACTICAL INSIGHTS INTO THE WORKPLACE BY EXPERIENCING A DAY IN THE LIFE OF A CITY OF HOPE EMPLOYEE. EACH STUDENT WAS MATCHED WITH A MENTOR FROM VARIOUS DEPARTMENTS. ADDITIONALLY, THIS OPPORTUNITY ALLOWED FOR EACH STUDENT TO OBTAIN A DIRECT CONTACT AT CITY OF HOPE THAT THEY CAN CONTACT WHILE IN HIGH SCHOOL FOR ENCOURAGEMENT AND SUPPORT. FORTY-FIVE ADVANCED PLACEMENT BIOLOGY STUDENTS PARTICIPATED IN THE ANNUAL DUARTE HIGH SCHOOL SCIENCE FIELD DAY IN FEBRUARY 2012. THE INTERACTIVE LEARNING EXPERIENCE INCLUDED A FULL DAY OF LABORATORY TOURS, HANDS-ON EXPERIMENTS IN A LAB, AND TALKS AS WELL AS A LUNCHEON THAT ENABLED THE STUDENTS TO NETWORK WITH CITY OF HOPE POST-DOCTORAL STUDENTS AND RESEARCHERS, DUARTE SCHOOL MEMBERS, CITY COUNCIL MEMBERS AND DUARTE SCIENCE TEACHERS. THE PROGRAM PROVIDED EXPOSURE TO A FULL RANGE OF SCIENTIFIC CAREER PATHS. TWENTY FIVE STUDENTS PARTICIPATED IN THE SUMMER HIGH SCHOOL MENTORSHIP PROGRAM IN JULY 2012. EACH STUDENT WAS MATCHED WITH A CITY OF HOPE STAFF MENTOR IN HIS OR HER AREA OF INTEREST. THREE TIMES A WEEK FOR SIX WEEKS, STUDENTS MET WITH THEIR MENTORS AND ENGAGED IN SERVICE LEARNING. STUDENTS EARNED A TOTAL OF FIVE ACADEMIC CREDITS FOR MENTORED LEARNING. THE MENTORSHIP COMPONENT WAS HOSTED BY FIFTEEN DEPARTMENTS THAT OFFERED DIVERSE LEARNING EXPERIENCES. WITH MORE THAN 4,000 EMPLOYEES, THE MEDICAL CENTER IS THE LARGEST EMPLOYER IN DUARTE. IN ADDITION TO GENERATING A HIGH VOLUME AND WIDE ARRAY OF JOB OPPORTUNITIES, THE MEDICAL CENTER PARTICIPATES IN THE DUARTE UNIFIED SCHOOL DISTRICT'S REGIONAL OCCUPATIONAL PROGRAM, THROUGH WHICH THE ORGANIZATION EMPLOYS AREA YOUTH AND HELPS THEM DEVELOP MARKETABLE SKILLS. MANY PROGRAM ALUMNI NOW WORK AT THE MEDICAL CENTER. PARTICIPATION BY A MEDICAL CENTER PROGRAM EVALUATOR/ HEALTH EDUCATOR IN MEETINGS OF THE DUARTE HEALTHY CITIES COLLABORATIVE IS CLASSIFIED ON SCHEDULE H AS "COALITION-BUILDING." THE GOAL OF THE DUARTE HEALTHY CITIES COLLABORATIVE IS TO FOSTER PUBLIC AND PRIVATE PARTNERSHIP IN ADVANCING COMMUNITY WELL-BEING. SCHEDULE H, PART III, LINE 4 BAD DEBT EXPENSE THE BAD DEBT EXPENSE/WRITE-OFF AMOUNT IS THE FINAL AMOUNT NET OF ANY PAYMENTS ON THE RELATED ACCOUNTS. NO DISCOUNTS ARE GIVEN ON BAD DEBT ACCOUNTS. BAD DEBTS ARE CLASSIFIED AS AN OPERATING EXPENSE IN THE FINANCIAL STATEMENTS, IN ACCORDANCE WITH HFMA STATEMENT 15. BAD DEBT IS DEFINED AS: EXPENSES RESULTING FROM TREATMENT FOR HEALTH CARE SERVICES PROVIDED TO A PATIENT WHEN THE PATIENT OR A GUARANTOR HAS THE REQUISITE FINANCIAL RESOURCES TO PAY FOR HEALTH CARE SERVICES BUT HAS DEMONSTRATED AN UNWILLINGNESS BY HIS OR HER ACTIONS TO COMPLY WITH THE CONTRACTUAL ARRANGEMENTS TO RESOLVE A BILL. BAD DEBT MUST BE RELATED TO COVERED SERVICES AND DERIVED FROM DEDUCTIBLES AND COINSURANCE AMOUNTS. REASONABLE COLLECTION EFFORTS ARE MADE TO COLLECT THE DEBT. THE DEBT MUST ACTUALLY BE UNCOLLECTED WHEN CLAIMED AS WORTHLESS AND IT MUST BE ESTABLISHED THAT THERE IS NO LIKELIHOOD OF RECOVERY AT ANY TIME IN THE FUTURE. NET PATIENT SERVICE REVENUES ARE REPORTED AT NET REALIZABLE AMOUNTS FROM THIRD-PARTY PAYORS AND OTHERS FOR SERVICES RENDERED. THE ALLOWANCES FOR CONTRACTUAL DISCOUNTS AND UNCOLLECTIBLE ACCOUNTS HAVE BEEN DETERMINED BASED ON HISTORICAL COLLECTION DATA. SCHEDULE H, PART III, LINE 8 MEDICARE IN ADDITION TO BEING A NCI-DESIGNATED COMPREHENSIVE CANCER CENTER, CITY OF HOPE IS A FOUNDING MEMBER OF THE NATIONAL COMPREHENSIVE CANCER NETWORK (NCCN), AN ALLIANCE OF 21 OF THE NATION'S LEADING CANCER CENTERS THAT DEFINE AND SET NATIONAL STANDARDS FOR CANCER CARE - STANDARDS THAT ARE MADE AVAILABLE TO PATIENTS AND PHYSICIANS. NCCN MEMBER INSTITUTIONS ADVANCE CANCER PREVENTION, SCREENING, DIAGNOSIS AND TREATMENT THROUGH EXCELLENCE IN BASIC AND CLINICAL RESEARCH. CITY OF HOPE AND OTHER NCCN PARTNERS ENHANCE THE EFFECTIVENESS AND EFFICIENCY OF CANCER CARE DELIVERY THROUGH THE ON-GOING COLLECTION, SYNTHESIS AND ANALYSIS OF OUTCOME DATA. GIVEN THE INSTITUTION'S FOCUS ON CANCER AND THE HIGHER INCIDENCE OF CANCER AMONG ADULTS 65 AND OLDER, THE MEDICAL CENTER TREATS A HIGH PROPORTION OF MEDICARE PATIENTS. THAT FACT, COMBINED WITH THE HIGH COST OF COMPLEX CARE, MEANS THAT THE MEDICAL CENTER BEARS SIGNIFICANT UNREIMBURSED MEDICARE EXPENSES. RECOGNIZING THE MEDICAL CENTER'S EXTRAORDINARY CONTRIBUTIONS TO CANCER CARE, RESEARCH, EDUCATION AND POPULATION HEALTH, THE MEDICAL CENTER'S MEDICARE SHORTFALL SHOULD BE CONSIDERED A COMMUNITY BENEFIT. COSTING METHODOLOGY USED: MEDICARE COST IS BASED ON THE MEDICARE COST REPORT WHICH COMBINES ROUTINE AND ANCILLARY COSTS. THE COST FOR ANCILLARY SERVICES IS BASED ON A RATIO OF COSTS TO CHARGES. ROUTINE SERVICES ARE BASED ON DIRECT ROUTINE COSTS, ALLOCATED BASED ON THE MEDICARE PATIENT DAYS AS A PERCENT OF THE TOTAL PATIENT DAYS. SCHEDULE H, PART III, LINE 9B COLLECTION PRACTICES PATIENT ACCOUNTS ARE NOT SENT TO COLLECTION WITHOUT GIVING PATIENTS ADEQUATE TIME TO BE EVALUATED OR RE-EVALUATED AND TO DEVELOP ALTERNATIVE PAYMENT ARRANGEMENTS. PATIENT ACCOUNTS WILL NOT BE SENT TO COLLECTION PENDING COMPLETION OF FINANCIAL COUNSELING. A PATIENT WILL BE GIVEN NOTICE AT LEAST SEVEN BUSINESS DAYS BEFORE HIS OR HER FILE IS SENT TO A COLLECTION AGENCY. NEITHER THE MEDICAL CENTER NOR ITS THIRD PARTY COLLECTION VENDORS WILL USE WAGE GARNISHMENT OR LIENS ON PRIMARY RESIDENCES AS A MEANS OF COLLECTING UNPAID HOSPITAL BILLS FROM PATIENTS WHO ARE ELIGIBLE FOR ANY FORM OF CHARITY CARE UNDER THE CHARITY CARE POLICY. ALL AGENCIES USED FOR COLLECTION ARE ADVISED ON THE MEDICAL CENTER'S POLICY IN WRITING AND THE CHARITY CARE POLICY IS INCORPORATED BY REFERENCE IN COLLECTION CONTRACTS WITH SUCH AGENCIES. THE MEDICAL CENTER RECEIVES WRITTEN ASSURANCES FROM THESE AGENCIES THAT THEY WILL ADHERE TO THE MEDICAL CENTER'S STANDARDS. SCHEDULE H, PART V, LINE 19D - CITY OF HOPE NATIONAL MEDICAL CENTER (1) THE MAXIMUM AMOUNT THAT IS BILLED TO INDIVIDUALS IS THE AMOUNT BILLED TO INDIVIDUALS WHO HAVE INSURANCE COVERAGE. SCHEDULE H, PART VI, LINE 2 COMMUNITY NEEDS ASSESSMENT THE MEDICAL CENTER COMPLETED A TRIENNIAL COMMUNITY HEALTH NEEDS ASSESSMENT IN TAX YEAR 2009 (CALENDAR YEAR 2010). PRIMARY DATA WAS COLLECTED THROUGH TELEPHONE INTERVIEWS WITH COMMUNITY REPRESENTATIVES WHO WERE KNOWLEDGEABLE ABOUT CANCER-RELATED NEEDS IN THE MEDICAL CENTER'S COMMUNITY. COMPLETED INTERVIEWS REFLECTED A CROSS-SECTION OF THE COMMUNITY AND INCLUDED SCHOOLS, GOVERNMENT AGENCIES, MENTAL HEALTH AGENCIES, COMMUNITY HOSPITALS, ADVOCACY ORGANIZATIONS AND ORGANIZATIONS FOCUSED ON SERVING INDIVIDUALS IMPACTED BY CANCER. A TOTAL OF 62 INTERVIEWS WERE COMPLETED WITH REPRESENTATIVES FROM THE AGENCIES LISTED ON THE ATTACHMENT. TO DEVELOP A DEMOGRAPHIC AND HEALTH STATUS PROFILE OF THE COMMUNITY, DATA WAS GATHERED FROM SUCH SOURCES AS THE UNITED STATES CENSUS BUREAU, THE AMERICAN CANCER SOCIETY, THE CALIFORNIA DEPARTMENT OF HEALTH SERVICES AND THE LOS ANGELES COUNTY DEPARTMENT OF HEALTH SERVICES. PARTICIPANTS IN THE COMMUNITY NEEDS ASSESSMENT IDENTIFIED HUNDREDS OF NEEDS RELATED TO CANCER PREVENTION, EARLY DETECTION, TREATMENT, SUPPORT SERVICES AND OTHER AREAS. THE COMMUNITY CONSULTATION INCORPORATED QUESTIONS THAT ENABLED PARTICIPANTS TO RATE THE IMPORTANCE OF A RANGE OF CANCER ISSUES AS WELL AS SATISFACTION WITH CURRENT EFFORTS IN THOSE AREAS. RESPONSES TO THOSE RATING QUESTIONS WERE USED TO FOCUS CITY OF HOPE'S COMMUNITY HEALTH IMPROVEMENT EFFORTS ON COMMUNITY-IDENTIFIED PRIORITIES. MULTIPLE PARTICIPANTS IN THE COMMUNITY CONSULTATION CITED A LACK OF FREE OR LOW COST CANCER SCREENINGS OFFERED AT COMMUNITY SETTINGS SUCH AS HEALTH FAIRS OR CLINICS. THROUGH CITY OF HOPE'S CLINICAL CANCER GENETICS PROGRAM, CITY OF HOPE DID REACH OUT TO UNDERSERVED POPULATIONS TO PROVIDE GENETIC SCREENING SERVICES. HOWEVER, MEETING THE COMMUNITY'S NEEDS FOR FREE OR LOW COST CANCER SCREENING SERVICES AND FOLLOW-UP ON POSITIVE FINDINGS WOULD REQUIRE A COORDINATED AND WELL-FUNDED EFFORT AMONG FEDERAL, STATE AND LOCAL AGENCIES. CITY OF HOPE DIRECTED ITS AVAILABLE COMMUNITY ENGAGEMENT FUNDS TOWARD CANCER PREVENTION PROGRAMS UNDERTAKEN IN COLLABORATION WITH COMMUNITY PARTNERS SUCH AS THE AMERICAN CANCER SOCIETY. CITY OF HOPE MADE ITS COMMUNITY NEEDS ASSESSMENT AVAILABLE BY INCORPORATING A DETAILED DISCUSSION OF PRIMARY AND SECONDARY NEEDS ASSESSMENT DATA INTO THE COMMUNITY BENEFIT PLAN SUBMITTED TO THE CALIFORNIA DEPARTMENT OF HEALTH SERVICES, OFFICE OF STATEWIDE HEALTH PLANNING AND DEVELOPMENT. IN ADDITION, COPIES OF THE COMMUNITY BENEFIT PLAN WERE PROVIDED UPON REQUEST TO INTERESTED INDIVIDUALS AND ORGANIZATIONS. SCHEDULE H, PART VI, LINE 3 PATIENT EDUCATION OF ELIGIBILITY FOR ASSISTANCE PATIENTS AND PERSONS WHO MAY BE BILLED FOR PATIENT CARE ARE INFORMED ABOUT THEIR ELIGIBILITY FOR ASSISTANCE BY THE MEDICAL CENTER'S PATIENT FINANCIAL COUNSELORS PRIOR TO THEIR FIRST APPOINTMENT. IN ADDITION, DURING THE INITIAL MEETING BETWEEN CLINICAL SOCIAL WORKERS AND PATIENTS AND THEIR FAMILIES, ASSESSMENT OF A PATIENT'S NEED FOR ASSISTANCE WITH HOUSING, TRANSPORTATION, OBTAINING MEDICATIONS, AND OTHER FINANCIAL SUPPORT AND ELIGIBILITY FROM STATE AND FEDERAL PROGRAMS IS CONDUCTED. SOCIAL WORKERS AND OTHER MEDICAL CENTER STAFF REFER PATIENTS TO A MEDICAL CENTER RESOURCES COORDINATOR, WHO HELPS PATIENTS AND THEIR FAMILIES APPLY FOR ASSISTANCE AND ACCESS COMMUNITY RESOURCES. IN ADDITION, INFORMATION ABOUT MEDICAL CARE FOR THOSE WHO CANNOT AFFORD TO PAY IS CONTAINED IN A LETTER SENT TO ALL NEW PATIENTS PRIOR TO THEIR FIRST VISIT. THIS INFORMATION IS ALSO POSTED NEAR THE NEW PATIENT CHECK-IN DESK AND IS INCLUDED IN A GUIDE PROVIDED TO EVERY NEW OUTPATIENT. THE MEDICAL CENTER'S PATIENTS AND THEIR FAMILIES CAN ALSO LEARN ABOUT FINANCIAL COUNSELING AND OTHER RESOURCES THROUGH THE INSTITUTION'S PATIENT AND FAMILY ORIENTATION CLASS AND FINANCIAL TIPS AND TOOLS WORKSHOP. BOTH OF THESE PROGRAMS ARE OFFERED IN ENGLISH AND SPANISH TO PATIENTS AND THEIR FAMILIES. INDIVIDUAL COUNSELING IS ALSO OFFERED TO PATIENTS WHO SPEAK OTHER LANGUAGES. IN JUNE 2009, THE MEDICAL CENTER INTRODUCED SUPPORTSCREEN, A TOUCH-SCREEN TECHNOLOGY THAT ENABLES PATIENTS TO ANSWER QUESTIONS ABOUT THEIR PSYCHOLOGICAL, EMOTIONAL, PHYSICAL, REHABILITATIVE, SOCIAL AND FINANCIAL CONCERNS, SO THAT STAFF CAN HELP PATIENTS ADDRESS POTENTIAL PROBLEMS AND BARRIERS TO CARE. THE SYSTEM ENABLES STAFF TO PROMPTLY FOLLOW UP WITH PATIENTS WHO ARE SIGNIFICANTLY CONCERNED ABOUT FINANCIAL ISSUES AND WANT MORE INFORMATION OR SOMEONE TO TALK TO ABOUT ASSISTANCE AND RESOURCES. SCHEDULE H, PART VI, LINE 4 COMMUNITY INFORMATION WHILE THE MEDICAL CENTER'S RESEARCH ADVANCES TREATMENT WORLDWIDE, OUR PRIMARY SERVICE AREA COVERS THE FOUR SOUTHERN CALIFORNIA COUNTIES OF LOS ANGELES, ORANGE, SAN BERNARDINO AND RIVERSIDE. MORE THAN FOUR MILLION PEOPLE RESIDE IN THE MEDICAL CENTER'S PRIMARY SERVICE AREA. LOCATED IN THE CITY OF DUARTE, WHICH PRIDES ITSELF AS THE "CITY OF HEALTH", DUARTE IS A RICHLY DIVERSE COMMUNITY WITH A POPULATION OF 21,742 LOCATED IN THE SAN GABRIEL VALLEY IN NORTHEAST LOS ANGELES COUNTY. THE MEDICAL CENTER AND THE CITY OF DUARTE HAVE WORKED TOGETHER TO IMPROVE HEALTH IN THE COMMUNITY FOR MANY YEARS, AS DEMONSTRATED BY OUR LONG-TERM COLLABORATION ON THE DUARTE HEALTHY CITIES AND COMMUNITY OF PROMISE PROJECTS. DUARTE WAS PART OF THE ORIGINAL GROUP OF TEN CITIES SELECTED IN 1989 TO PARTICIPATE IN THE CALIFORNIA HEALTHY CITIES PROJECT. OVER THE YEARS, THE CITY OF DUARTE HAS ENGAGED IN A WIDE ARRAY OF HEALTHY CITIES ACTIVITIES RANGING FROM BICYCLE AND PEDESTRIAN SAFETY TO INTER-GENERATIONAL MENTORING AND NUTRITION AND PHYSICAL ACTIVITY. THE MEDICAL CENTER HAS BEEN A PARTNER IN THE DUARTE HEALTHY CITIES PROJECT SINCE THE INCEPTION OF THE CALIFORNIA HEALTHY CITIES INITIATIVE. APPROXIMATELY 12% OF THE MEDICAL CENTER'S PATIENT POPULATION IS ON MEDI-CAL. MORE THAN ONE IN FOUR (26.0%) ADULTS AGED 18-64 YEARS IN LOS ANGELES COUNTY AND MORE THAN ONE IN FIVE ADULTS (22.5%) IN THE SAN GABRIEL VALLEY ARE UNINSURED. THE MEDICAL CENTER CONTRIBUTES FURTHER TO THE LOCAL ECONOMY BY GENERATING SUBSTANTIAL REVENUE FOR RESTAURANTS AND OTHER BUSINESSES IN THE DUARTE AREA. SCHEDULE H, PART VI, LINE 5 PROMOTION OF COMMUNITY HEALTH THE MEDICAL CENTER'S BOARD OF DIRECTORS INCLUDES PROMINENT LEADERS IN THE COMMUNITY, BUSINESS ARENA AND PHILANTHROPIC WORLD. AS ONE OF THE NATION'S 40 NATIONAL CANCER INSTITUTE-DESIGNATED COMPREHENSIVE CANCER CENTERS, THE MEDICAL CENTER SERVES A VITAL ROLE IN ITS COMMUNITY. THE MEDICAL CENTER INTEGRATES BASIC, CLINICAL, PREVENTION, DISEASE CONTROL AND POPULATION RESEARCH. AT ANY GIVEN TIME, THE MEDICAL CENTER CONDUCTS MORE THAN 300 CLINICAL TRIALS INVOLVING 30 - 40 PERCENT OF ITS PATIENTS (THE NATIONAL AVERAGE IS LESS THAN 5 PERCENT), DEMONSTRATING THE INSTITUTION'S COMMITMENT TO BRINGING NEW, MORE EFFECTIVE TREATMENTS TO INDIVIDUALS WITH CANCER. THE MEDICAL CENTER FUNDED A NET TOTAL OF $50,291,544 IN CANCER RESEARCH IN TAX YEAR 2012. THE MEDICAL CENTER OFFERS AN EXTENSIVE ARRAY OF PROGRAMS AND SERVICES THAT SERVE STUDENTS, POST-DOCTORAL TRAINEES, PHYSICIANS, NURSES, OTHER HEALTHCARE PROFESSIONALS AND THE PUBLIC. SUPPORT FROM THE MEDICAL CENTER IS INTEGRAL TO VIRTUALLY ALL OF THESE PROGRAMS. HOSPITAL STAFF CONTRIBUTE THEIR EXPERTISE AS MENTORS AND PRESENTERS. HOSPITAL FACILITIES SERVE AS VITAL SITES FOR CLINICAL TRAINING AND AS VENUES FOR CONFERENCES, MEETINGS AND TRAINING SESSIONS. THE MEDICAL CENTER SERVES AS A RESOURCE FOR YOUNG PHYSICIANS SEEKING TO DEVELOP EXPERTISE IN CANCER, DIABETES AND OTHER DISEASES. RECOGNIZED WORLDWIDE FOR ITS INNOVATIVE APPROACHES TO ADVANCING SCIENCE, THE MEDICAL CENTER OFFERS NUMEROUS HANDS-ON INTERNSHIPS, FELLOWSHIPS AND RESIDENCIES FOR HEALTH PROFESSIONALS IN A BROAD ARRAY OF AREAS INCLUDING CANCER GENETICS, BONE MARROW TRANSPLANTATION, MOLECULAR EPIDEMIOLOGY, PHARMACY, CLINICAL NUTRITION AND HOSPITAL ADMINISTRATION. PROGRAM ALUMNI GO ON TO PROVIDE HEALTH CARE IN OUR COMMUNITIES. THE DEPARTMENT OF CONTINUING MEDICAL EDUCATION (CME), IN COLLABORATION WITH MANY OF THE DIVISIONS AT THE MEDICAL CENTER, OFFERS EXTRAMURAL, LOCAL, REGIONAL AND NATIONAL OUTREACH PROGRAMS. ON FEBRUARY 24, 2011, OUR CME PROGRAM UNDERWENT A RE-ACCREDITATION REVIEW BY THE ACCREDITATION COUNCIL FOR CONTINUING MEDICAL EDUCATION (ACCME). ON JULY 22, 2011 THE ACCME APPRISED US OF THEIR DECISION TO AWARD OUR PROGRAM ITS SECOND CONSECUTIVE ACCREDITATION WITH COMMENDATION CITING COMPLIANCE IN ALL 22 CRITERIA AND ACCREDITATION POLICIES AND CHARACTERIZING OUR CME PROGRAM AS HAVING "...DEMONSTRATED AN ENGAGEMENT WITH YOUR ENVIRONMENT IN SUPPORT OF PHYSICIAN LEARNING AND CHANGE THAT IS PART OF A SYSTEM OF QUALITY IMPROVEMENT." THE MEDICAL CENTER OFFERS THE "ASK THE EXPERTS" COMMUNITY EDUCATION SERIES AND COMMUNITY EDUCATION FORUM ON CONTEMPORARY ISSUES SUCH AS HEALTH CARE REFORM. AT THESE EDUCATION PROGRAMS PHYSICIANS, RESEARCHERS AND STAFF DISCUSS DISEASES, TREATMENTS AND RESEARCH AND RESPOND TO QUESTIONS FROM THE PUBLIC. TECHNICAL ASSISTANCE PROVIDED TO GOVERNMENT AGENCIES AND COMMUNITY ORGANIZATIONS, CONTRIBUTIONS TO THE RESEARCH LITERATURE AND LEADERSHIP OF COMMUNITY BOARDS ARE A FEW ADDITIONAL EXAMPLES OF WAYS IN WHICH THE MEDICAL CENTER PROMOTES THE HEALTH OF ITS COMMUNITY. SCHEDULE H, PART VI, LINE 6 AFFILIATED HEALTH CARE SYSTEM THE NON-PROFIT MEDICAL FOUNDATION WAS LAUNCHED ON JUNE 1, 2011. THE NEW MEDICAL FOUNDATION HAS FOSTERED INCREASED COLLABORATION BETWEEN PHYSICIANS AND THE MEDICAL CENTER IN PROVIDING PATIENT CARE AND SERVING THE COMMUNITY. THE MEDICAL FOUNDATION OWNS AND OPERATES CLINIC FACILITIES IN SOUTH PASADENA, ANTELOPE VALLEY AND SANTA CLARITA, CALIFORNIA. THE MEDICAL FOUNDATION ALSO MANAGES AND OPERATES CERTAIN OUTPATIENT CLINICS OWNED BY THE MEDICAL CENTER. THE MEDICAL FOUNDATION SUPPORTS THE MEDICAL CENTER'S MISSION OF ADVANCING HIGH-QUALITY PATIENT CARE, INNOVATIVE RESEARCH AND EDUCATION PROGRAMS AND HAS ENABLED THE MEDICAL CENTER TO EXPAND SERVICES FARTHER INTO THE COMMUNITY. SINCE CITY OF HOPE'S BECKMAN RESEARCH INSTITUTE IS A SEPARATE CORPORATE ENTITY, THE MYRIAD CONTRIBUTIONS TO COMMUNITY WELL-BEING MADE BY BECKMAN RESEARCH INSTITUTE DEPARTMENTS ARE NOT REFLECTED IN THE COMMUNITY BENEFIT VALUES REPORTED ON SCHEDULE H. DURING THE TAX YEAR 2011, BECKMAN RESEARCH INSTITUTE INVESTED APPROXIMATELY $119,064,000 IN A VARIETY OF CLINICAL AND BASIC SCIENCE RESEARCH ACTIVITES FOCUSED ON FINDING CURES AND TREAMENTS FOR CANCER AND OTHER LIFE-THREATENING DISEASES FOR WHICH GRANT AND OTHER EXTRAMURAL FUNDING IS NOT AVAILABLE. THE CENTER OF COMMUNITY ALLIANCE FOR RESEARCH AND EDUCATION (CCARE) WITHIN THE BECKMAN RESEARCH INSTITUTE IS THE FOCAL POINT FOR CITY OF HOPE'S COMMUNITY ENGAGEMENT INITIATIVES. CCARE FOCUSES INITIATIVES IN THREE AREAS: 1. PREVENTION- EDUCATION, SCREENING/EARLY DETECTION AND FOLLOW-UP 2. RESEARCH- THERAPEUTIC, NON-THERAPEUTIC AND OBSERVATIONAL; AND 3. TRAINING- EDUCATION AND MENTORING OF STUDENTS, RESEARCHERS, CLINICIANS AND COMMUNITY ADVOCATES. CITY OF HOPE STRENGTHENED ITS COMMITMENT TO COMMUNITY COLLABORATION IN 2006 BY ESTABLISHING CCARE. ALL OF CCARE'S ACTIVITIES ARE COMMUNITY COLLABORATIONS. COLLABORATORS INCLUDE THE AMERICAN CANCER SOCIETY, COUNTY AND MUNICIPAL HEALTH AND RECREATION DEPARTMENTS, COMMUNITY HOSPITALS, SCHOOL DISTRICTS, HEALTH CLINICS, SURVIVOR-ADVOCACY ORGANIZATIONS AND THE WELLNESS COMMUNITY. THE EAT, MOVE, LIVE PROGRAM OFFERED TO PARENTS AND CHILDREN IN DUARTE BY CCARE IS ONLY ONE AMONG SCORES OF INITIATIVES THAT CCARE HAS ORGANIZED TO ADVANCE COMMUNITY ENGAGEMENT AND MINORITY INCLUSION. IN TAX YEAR 2011, CITY OF HOPE'S EAT, MOVE, LIVE PROGRAM WAS OFFERED TO NEARLY ONE HUNDRED SIXTY FIVE COMMUNITY MEMBERS TO PROMOTE HEALTHY EATING AND COOKING, AND PHYSICAL ACTIVITY. IN PARTNERSHIP WITH THE CITY OF DUARTE AND THE DUARTE UNIFIED SCHOOL DISTRICT THE PROGRAMS OUTCOMES ARE DESIGNED TO (1) ENHANCE KNOWLEDGE AND ATTITUDES ABOUT THE RELATIONSHIP BETWEEN NUTRITION, OBESITY, HEALTH, PHYSICAL ACTIVITY AND CHRONIC DISEASES; (2) EXPAND HEALTHY PREPARATION SKILLS TO REDUCE CALORIC INTAKE; (3) INCREASE FRUIT AND VEGETABLE CONSUMPTION TO 5 OR MORE SERVINGS PER DAY; (4) REDUCE FAT CONSUMPTION; AND (5) TO INCREASE DAILY PHYSICAL ACTIVITY AND ENERGY EXPENDITURE. THE PROGRAM IS A SERIES OF PARTICIPATORY WORKSHOPS THAT CONSIST OF FIVE TWO-HOUR SESSIONS TO PROMOTE HEALTH, NUTRITION AND PHYSICAL ACTIVITY AND IS PRESENTED IN ENGLISH AND SPANISH. EACH SESSION CONSISTS OF PARTICIPATING IN A DISCUSSION, FOOD DEMONSTRATIONS, AND PHYSICAL ACTIVITY. THE DISCUSSIONS FOCUS ON PROMOTING HEALTH AND PREVENTING DISEASES THROUGH HEALTHY EATING AND INCREASED PHYSICAL ACTIVITY. THE FOOD DEMONSTRATIONS FEATURE EXPERIENCED CHEFS AND TRADITIONAL RECIPES. THE SESSIONS TEACH PARTICIPANTS TO PREPARE LOW-COST, NUTRITIOUS MEALS BY REPLACING HIGH CALORIC, LOW NUTRITIVE INGREDIENTS WITH LOW CALORIC, HIGH NUTRITIVE INGREDIENTS. PHYSICAL ACTIVITY EXERCISES ARE LEAD BY COMMUNITY FITNESS INSTRUCTORS AND FEATURE FUN AND PRACTICAL MOVEMENTS THAT CAN BE INCORPORATED INTO DAILY LIFE (E.G. DANCE). CITY OF HOPE OFFERS AN EXTENSIVE ARRAY OF PROGRAMS AND SERVICES THAT SERVE STUDENTS, POST-DOCTORAL TRAINEES, PHYSICIANS, NURSES AND OTHER HEALTHCARE PROFESSIONALS. SUPPORT FROM THE MEDICAL CENTER IS INTEGRAL TO VIRTUALLY ALL OF THESE PROGRAMS. HOSPITAL STAFF CONTRIBUTE THEIR EXPERTISE AS MENTORS AND PRESENTERS. HOSPITAL FACILITIES SERVE AS VITAL SITES FOR CLINICAL TRAINING AND AS VENUES FOR CONFERENCES. DUE TO THE FACT THAT MANY EDUCATION AND TRAINING PROGRAMS ARE HOUSED IN DEPARTMENTS WITHIN BECKMAN RESEARCH INSTITUTE OF CITY OF HOPE, QUANTIFYING THE MEDICAL CENTER'S PORTION OF COSTS PRESENTS CHALLENGES. CITY OF HOPE IS ENDEAVORING TO FAIRLY QUANTIFY THOSE EXPENSES. CITY OF HOPE'S DIVISION OF NURSING RESEARCH AND EDUCATION, WHICH IS ALSO HOUSED WITHIN THE BECKMAN RESEARCH INSTITUTE, CONDUCTS INTERDISCIPLINARY RESEARCH ORGANIZED AROUND THE QUALITY OF LIFE AND SYMPTOM MANAGEMENT OF ONCOLOGY PATIENTS. STUDIES CONDUCTED IN THE DEPARTMENT EXTEND ACROSS THE TRAJECTORY OF DISEASE, FROM DIAGNOSIS AND TREATMENT TO SURVIVORSHIP AND END-OF-LIFE CARE. FINDINGS FROM THIS RESEARCH ARE DISSEMINATED THROUGH MULTIPLE COURSES OFFERED THROUGHOUT THE YEAR TO HEALTH PROFESSIONALS FROM ACROSS THE COUNTRY. NURSING RESEARCH AND EDUCATION OFFERS THE FOLLOWING COURSES: - ADVOCATING FOR CLINICAL EXCELLENCE - END OF LIFE NURSING EDUCATION - PAIN RESOURCE NURSE TRAINING COURSE - SURVIVORSHIP TRAINING COURSE FOR NURSES - EXCELLENCE IN CANCER EDUCATION AND LEADERSHIP SCHEDULE H, PART VI, LINE 7 STATE FILING OF COMMUNITY BENEFIT REPORT THE MEDICAL CENTER'S COMMUNITY BENEFIT REPORT IS FILED IN THE STATE OF CALIFORNIA. true CALIFORNIA HEALTH FOUNDATION TRUST 1215 K ST STE 800 SACRAMENTO CA 95814 941498697 501 (C) 3 504670 SEE PART IV. 1 0 PURPOSE OF GRANT OR ASSISTANCE PART II, LINE 1, COLUMN H AS PART OF THE CALIFORNIA HOSPITAL PROVIDER FEE PROGRAM THAT BECAME LAW ON SEPTEMBER 8, 2010, THE MEDICAL CENTER ENTERED INTO AN ENFORCEABLE PLEDGE AGREEMENT WITH THE CALIFORNIA HEALTH FOUNDATION TRUST (CHFT). THE PLEDGE WAS TO SUPPORT CHARITABLE ACTIVITIES AT VARIOUS INDEPENDENT HOSPITALS AND HOSPITAL/HEALTH SYSTEMS IN CALIFORNIA, INCLUDING MEASURES TO ALLEVIATE LOSSES POTENTIALLY RESULTING FROM THE IMPLEMENTATION OF THE CALIFORNIA HOSPITAL PROVIDER FEE PROGRAM. THE MEDICAL CENTER DOES NOT MONITOR GRANTS MADE TO CHFT ONCE THEY HAVE BEEN MADE. X X X false false X X X X X X true true false false false false false true false Dale Walter Adams 286005 0 71275 0 84221 0 7664 0 26232 0 475397 0 16784 0 Deborah Gac 0 0 115151 0 193723 0 0 0 7617 0 316491 0 0 0 Debra F Fields 321460 0 195592 0 19092 0 20228 0 33246 0 589618 0 0 0 Dennis F Rusch 0 0 114682 0 437605 0 0 0 15279 0 567566 0 0 0 Elizabeth Dunne 168602 0 162296 0 59791 0 5777 0 3604 0 400070 0 0 0 Gary Conner 488332 0 150000 0 15719 0 38667 0 15793 0 708511 0 0 0 Gregory Schetina 321755 0 134319 0 25589 0 20228 0 30027 0 531918 0 0 0 Joyce Niland 337474 0 26278 0 1487 0 36750 0 10825 0 412814 0 0 0 Michael A Friedman MD 737579 0 432116 0 195763 0 20228 0 29549 0 1415235 0 0 0 Richard Thompson 279540 0 65565 0 31351 0 7664 0 15665 0 399785 0 0 0 Robert W Stone 455732 0 356644 0 31324 0 20228 0 27092 0 891020 0 0 0 Shirley Ann Johnson 270640 0 67846 0 83951 0 7664 0 24373 0 454474 0 17816 0 Tim Schultheiss 336501 0 0 0 2732 0 36750 0 3766 0 379749 0 0 0 Valerie Bingham 190762 0 34238 0 8206 0 15429 0 23737 0 272372 0 0 0 Virginia Opipare 481316 0 213687 0 61091 0 15235 0 23267 0 794596 0 0 0 Warren Chandler 76525 0 0 0 332067 0 2220 0 4112 0 414924 0 49252 0 Theodore G Krontiris PHD 0 264920 0 0 0 3368 0 36750 0 19898 0 324936 0 0 Doug Stahl 230643 0 55692 0 12074 0 19100 0 17124 0 334633 0 0 0 Paul Conocenti 21635 0 95000 0 34329 0 0 0 192 0 151156 0 0 0 Stephanie Neuvirth 394511 0 125000 0 11732 0 31875 0 16130 0 579248 0 0 0 Robert Powell 0 0 0 119244 0 160670 0 0 0 6389 0 286303 0 0 QUESTIONS REGARDING COMPENSATION SCHEDULE J, PART I, LINE 1A MICHAEL FRIEDMAN, M.D., CHIEF EXECUTIVE OFFICER, IS PROVIDED A HOUSING ALLOWANCE WHICH HAS BEEN INCLUDED IN OTHER REPORTABLE COMPENSATION. DR. FRIEDMAN IS ALSO PROVIDED WITH SOCIAL CLUB MEMBERSHIPS FOR WHICH DETAILED BUSINESS RECEIPTS MUST BE SUBMITTED INDICATING THE BUSINESS PURPOSES ASSOCIATED WITH SERVICES AND THE PERSONAL USE ASSOCIATED WITH SERVICES. HE IS NOT REIMBURSED FOR THE PERSONAL PORTION OF THESE SERVICES. THE AMOUNT OF SOCIAL CLUB DUES INCLUDED IN OTHER REPORTABLE COMPENSATION COLUMN B (III) WAS $75 AND $83 DURING THE CALENDAR YEARS ENDED DECEMBER 31, 2011 AND 2010, RESPECTIVELY. CERTAIN EXECUTIVES AND OTHER EMPLOYEES LISTED IN PART VII ARE PROVIDED WITH AN AUTOMOBILE ALLOWANCE WHICH HAS BEEN INCLUDED IN TAXABLE INCOME COLUMN B (III) OF SCHEDULE J TO THE EXTENT THE ALLOWANCE IS NOT SUBSTANTIATED BY ASSOCIATED BUSINESS MILEAGE. SEVERANCE AND CHANGE OF CONTROL PAYMENTS SCHEDULE J, PART I, LINE 4A THE MEDICAL CENTER'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 2011, THE MEDICAL CENTER MADE SEPARATION PAYMENTS TO DENNIS RUSCH ($437,605) AND DEBBIE GAC ($193,723) AND BECKMAN RESEARCH INSTITUTE MADE SEPARATION PAYMENTS TO ROBERT POWELL ($160,670). THESE AMOUNTS HAVE BEEN INCLUDED IN SCHEDULE J, PART II, COLUMN B (III). AS PART OF THEIR SEPARATION, DENNIS RUSCH, DEBBIE GAC AND ROBERT POWELL WERE ENTITLED TO RECEIVE THEIR INCENTIVE COMPENSATION FOR FISCAL YEAR 2010, WHICH WAS PAID DURING CALENDAR YEAR 2011. THESE AMOUNTS HAVE BEEN INCLUDED IN SCHEDULE J, PART II, COLUMN B(II). PARTICIPATION IN NON-QUALIFIED 457(F) PLAN SCHEDULE J, PART I, LINE 4B THE MEDICAL CENTER HAS AN EXECUTIVE SUPPLEMENTAL ACCUMULATION PLAN THAT IS A NON-QUALIFIED SECTION 457 (F) PLAN. THE PLAN WAS AMENDED EFFECTIVE SEPTEMBER 30, 2007 AND IS DESIGNED AND MAINTAINED TO PROVIDE A SELECT GROUP OF MANAGEMENT OR HIGHLY COMPENSATED EMPLOYEES WITH DEFERRED COMPENSATION. THE PLAN VESTS AFTER THREE (3) FISCAL YEARS OF SERVICE AND THE VESTED TOTALS ARE INCLUDED IN SCHEDULE J, PART II, COLUMN B (III). PRIOR TO VESTING, THE ANNUAL AMOUNTS ARE INCLUDED IN SCHEDULE J, PART II, COLUMN C. PURSUANT TO THE PLAN DOCUMENT, PARTICIPANTS, ONCE VESTED, ARE ENTITLED TO WITHDRAW FROM THEIR ACCOUNT AN AMOUNT EQUAL TO THE FEDERAL, STATE, LOCAL, AND FICA TAXES UPON SUCH VESTING. THESE AMOUNTS WERE REMITTED TO THE APPROPRIATE TAXING AUTHORITIES ON BEHALF OF THE PARTICIPANT BY THE MEDICAL CENTER. THE FOLLOWING INDIVIDUALS WITHDREW THE REFERENCED AMOUNTS TO COVER SUCH TAXES DURING THE CALENDAR YEAR ENDING DECEMBER 31, 2011: DALE WALTER ADAMS $23,073 VALERIE BINGHAM $ 807 DEBRA FIELDS $ 2,393 MICHAEL FRIEDMAN $19,605 SHIRLEY JOHNSON $23,573 VIRGINIA OPIPARE $3,000 GREGORY SCHETINA $1,988 DOUG STAHL $1,096 ROBERT STONE $6,467 THE FOLLOWING INDIVIDUALS TERMINATED EMPLOYMENT WITH THE MEDICAL CENTER OR BECKMAN RESEARCH INSTITUTE DURING THE CALENDAR YEAR ENDING DECEMBER 31, 2011 AND RECEIVED DISTRIBUTIONS FROM THE PLAN IN THE FOLLOWING AMOUNTS: WARREN CHANDLER $63,212 ELIZABETH DUNNE $72,708 THESE AMOUNTS HAVE BEEN REPORTED AS TAXABLE COMPENSATION TO THE INDIVIDUALS LISTED EITHER IN THE CURRENT YEAR OR IN A PRIOR YEAR 990. NON-FIXED COMPENSATION PAYMENTS SCHEDULE J, PART I, LINE 7 THE MEDICAL CENTER'S EXECUTIVES AND SOME KEY EMPLOYEES ARE ELIGIBLE TO RECEIVE INCENTIVE COMPENSATION TIED TO FIVE (5) KEY INDICATORS. THE KEY INDICATORS REFLECT 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 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. EFFECTIVE FOR FISCAL YEAR 2012, 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 IS MADE AND CITY OF HOPE: (i) SUBSEQUENTLY DETERMINES THAT THE FINANCIAL STATEMENTS ON WHICH THE AWARD IS BASED OR IS PAID ARE MATERIALLY INACCURATE, OR (ii) SUBSEQUENTLY RESTATES OR OTHERWISE ADJUSTS THE ANNUAL PERFORMANCE MEASUREMENT CALCULATIONS 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: (i) SUBSEQUENTLY DETERMINES THAT ONE OR MORE OF THE ANNUAL PERFORMANCE MEASUREMENT CALCULATIONS ON WHICH THE AWARD IS BASED OR IS PAID ARE MATERIALLY INACCURATE, OR (ii) SUBSEQUENTLY RESTATES OR OTHERWISE ADJUSTS THE ANNUAL PERFORMANCE MEASUREMENT CALCULATIONS IN A MANNER THAT REDUCES THE SIZE OF THE AWARD OR PAYMENT. THE INCENTIVE COMPENSATION PAID DURING THIS TAX YEAR HAS BEEN REPORTED IN SCHEDULE J, PART II, COLUMN B (II). ABAG FINANCE AUTHORITY FOR NONPROFIT CORPORATIONS 943130123 2006-05-26 60000000 HEALTH CARE FACILITY CONSTRUCTION false false false 0 0 62708991 0 0 0 680611 0 0 62028380 0 0 2010 false false true true false false true false true false 0.00162 0.00162 true false true true UNION BANK OF CA 8. true false false 0 false false X SEE SCHEDULE O 0 ORGANIZATION'S MISSION FORM 990, PART III, LINE 1 CITY OF HOPE AND AFFILIATES (COLLECTIVELY REFERRING TO CITY OF HOPE, GENBASIX, INC., THE MEDICAL CENTER, ONCOLOGY MANAGEMENT SERVICES, INC., THE MEDICAL FOUNDATION, BECKMAN RESEARCH INSTITUTE, AND CITY OF HOPE AUXILIARIES), AN INNOVATIVE BIOMEDICAL RESEARCH, TREATMENT AND EDUCATIONAL INSTITUTION, IS DEDICATED TO THE PREVENTION AND CURE OF CANCER AND OTHER LIFE-THREATENING DISEASES, GUIDED BY A COMPASSIONATE, PATIENT-CENTERED PHILOSOPHY AND SUPPORTED BY A NATIONAL FOUNDATION OF HUMANITARIAN PHILANTHROPY. EXEMPT PURPOSE ACHIEVEMENTS FORM 990, PART III, LINE 4A PATIENT CARE: THE MEDICAL CENTER PROVIDES ACUTE CARE MEDICAL SERVICES. MOST OF THE PATIENTS AT THE MEDICAL CENTER ARE BEING TREATED FOR SOME FORM OF CANCER, INCLUDING LEUKEMIA AND LYMPHOMA, AND COLORECTAL, PROSTATE, GYNECOLOGIC AND BREAST CANCERS. SOME SERVICES ARE PROVIDED THROUGH CHARITY CARE FUNDING FOR PATIENTS MEETING FINANCIAL ELIGIBILITY AND CLINICAL CRITERIA AND TO PERSONS WITHOUT INSURANCE OR WHO ARE UNDERINSURED. THE MEDICAL CENTER ALSO SUBSIDIZES CARE FOR PATIENTS COVERED BY MEDI-CAL AND MEDICARE PROGRAMS. ALL PATIENTS TREATED AT THE MEDICAL CENTER BENEFIT FROM THE LATEST TECHNOLOGIES COMBINED WITH A CULTURE OF COMPASSIONATE CARE. THE MEDICAL CENTER'S FOCUS ON TRANSLATIONAL MEDICINE HEIGHTENS THE COLLABORATION BETWEEN MEMBERS OF THE CARE TEAM AND RESEARCHERS FROM THROUGHOUT THE ORGANIZATION. EDUCATION AND PROFESSIONAL DEVELOPMENT ALSO ARE CORE ACTIVITIES AT THE MEDICAL CENTER. SINCE 1976, MORE THAN 10,000 HEMATOPOIETIC (BLOOD) CELL TRANSPLANTATION PROCEDURES HAVE BEEN PERFORMED AT THE MEDICAL CENTER TO FIGHT LEUKEMIA, LYMPHOMA, MYELOMA AND OTHER CANCERS. TODAY, THE MEDICAL CENTER'S CLINICIANS ARE DEVELOPING THE CONCEPT OF STEM CELL TRANSPLANTATION TO TREAT AUTOIMMUNE DISEASES AND EVEN DIABETES. THE MEDICAL CENTER IS ALSO A NATIONAL LEADER IN THE FIELD OF MINIMALLY INVASIVE SURGERY. PHYSICIANS AT THE MEDICAL CENTER HAVE PERFORMED MORE ROBOTIC UROLOGIC PROCEDURES THAN ANY OTHER CENTER IN THE WORLD. THE MEDICAL CENTER ALSO PIONEERED ROBOTIC SURGERY FOR RECTAL CANCER AND IS AN EMERGING LEADER IN ROBOTIC SURGERY FOR HEAD AND NECK CANCERS. PHYSICIANS AT THE MEDICAL CENTER HAVE ALSO BROKEN NEW GROUND IN EMPLOYING TARGETED RADIATION. THESE TECHNIQUES DELIVER DOSES DIRECTLY TO DISEASED TISSUE, POTENTIALLY MINIMIZING DAMAGE TO PATIENTS' HEALTHY TISSUE WHILE MAXIMIZING CANCER-KILLING TREATMENT. THE SHERI & LES BILLER PATIENT AND FAMILY RESOURCE CENTER SERVES AS THE HUB FOR COMPREHENSIVE ASSISTANCE FOR PATIENTS AND FAMILIES, OFFERING PATIENT EDUCATION, SUPPORT GROUPS, SOCIAL WORK RESOURCES, MIND-BODY THERAPIES AND PATIENT NAVIGATORS TO ASSIST PEOPLE THROUGH DIAGNOSIS, TREATMENT AND RECOVERY. ITS HEALTH-CARE PROFESSIONALS, INCLUDING PSYCHOLOGISTS, PSYCHIATRISTS AND PALLIATIVE CARE PHYSICIANS, PARTNER WITH PATIENTS AND FAMILIES TO ALLEVIATE PAIN AND DISTRESS RELATED TO DISEASE AND TREATMENT. RESEARCH: THE MEDICAL CENTER FUNDS A VARIETY OF CLINICAL AND LABORATORY RESEARCH ACTIVITIES FOCUSED ON FINDING CURES AND TREATMENTS FOR CANCER AND OTHER LIFE-THREATENING DISEASES FOR WHICH GRANT AND EXTRAMURAL FUNDING IS NOT AVAILABLE. WITH A HISTORY OF SIGNIFICANT CONTRIBUTIONS TO THE FIELD OF DIABETES, THE MEDICAL CENTER IS A NATIONAL CENTER FOR ISLET CELL TRANSPLANTATION - AN EMERGING TREATMENT THAT HAS THE POTENTIAL TO REVERSE TYPE 1 DIABETES. THE MEDICAL CENTER IS ALSO MAKING MAJOR CONTRIBUTIONS IN THE FIELDS OF DIABETES AND HIV-AIDS. LAST YEAR, THE MEDICAL CENTER CONDUCTED MORE THAN 300 STUDIES ENROLLING MORE THAN 5,000 PATIENTS. THESE TRIALS PROVIDE PATIENTS WITH ACCESS TO THE NEWEST APPROACHES TO COMBATING DISEASES WHILE HELPING DEVELOP THE TREATMENTS OF TOMORROW. FOR INSTANCE, THE MEDICAL CENTER IS THE FIRST INSTITUTION IN THE WORLD TO PERFORM A CLINICAL STUDY THAT USES NEURAL STEM CELLS TO TARGET GLIOMA, A DEADLY FORM OF BRAIN CANCER THAT IS ALMOST ALWAYS FATAL. THE MEDICAL CENTER PROVIDES INSTITUTIONALLY-SUPPORTED RESEARCH GRANTS, RESIDENCY AND FELLOWSHIP PROGRAMS AND TRAINING AND CONTINUING EDUCATION FOR PHYSICIANS, NURSES AND HEALTH PROFESSIONALS FROM WITHIN AND OUTSIDE OF THE INSTITUTION. FACULTY AND STAFF FROM THE MEDICAL CENTER SERVE ON NATIONAL ORGANIZATIONS AND POLICY AND REGULATORY ADVISORY COMMITTEES. THEY ALSO PROVIDE THEIR EXPERTISE TO REVIEW GRANT APPLICATIONS FOR STATE AND FEDERAL AGENCIES AND SERVE AS MEMBERS OF EDITORIAL BOARDS FOR PROFESSIONAL PUBLICATIONS. PUBLIC INFORMATION AND EDUCATION: THE MEDICAL CENTER CONDUCTS MEDICAL EDUCATION PROGRAMS AND PUBLIC FORUMS TO INFORM AND EDUCATE THE PUBLIC. THE MEDICAL CENTER IS COMMITTED TO SERVING THE COMMUNITY THROUGH EDUCATION AND SUPPORT SERVICES, CANCER AWARENESS PROGRAMS, HEALTH FAIRS AND EDUCATIONAL FORUMS FOR COMMUNITY GROUPS AND BUSINESSES. THE MEDICAL CENTER'S DEPARTMENT OF POPULATION SCIENCES ALSO REACHES OUT AND SEEKS TO REDUCE THE BURDEN OF CANCER ACROSS ALL POPULATIONS THROUGH COLLABORATIVE PROGRAMS IN CARE, RESEARCH AND EDUCATION. THIS DEPARTMENT EXAMINES THE CAUSES AND RISKS OF CANCER AND DISPARITIES IN CANCER OUTCOMES IN VARIOUS POPULATIONS. IT INVESTIGATES GENETIC MARKERS LINKED TO CANCER RISK AND SEEKS TO IMPROVE THE QUALITY OF LIFE FOR CANCER SURVIVORS. THE CENTER FOR CANCER SURVIVORSHIP PROVIDES SPECIALIZED, LONG-TERM FOLLOW-UP CARE FOR CANCER SURVIVORS AND CONDUCTS CRITICAL RESEARCH SHARED WITH OTHER INSTITUTIONS. GOVERNANCE, MANAGEMENT AND DISCLOSURES FORM 990, PART VI, SECTION A, LINE 6 AND 7A CITY OF HOPE (95-3435919) IS THE SOLE CORPORATE MEMBER OF THE MEDICAL CENTER AND ELECTS DIRECTORS TO THE BOARD OF THE MEDICAL CENTER. FORM 990, PART VI, SECTION A, LINE 7B CERTAIN ACTIONS MAY NOT BE UNDERTAKEN WITHOUT THE PRIOR WRITTEN APPROVAL OF THE SOLE CORPORATE MEMBER, CITY OF HOPE, AS SPECIFIED IN THE GOVERNING DOCUMENTS OF THE MEDICAL CENTER, INCLUDING: BORROW MONEY IN THE NAME OF THE MEDICAL CENTER OR UTILIZE PROPERTY OWNED BY THE MEDICAL CENTER AS SECURITY FOR SUCH LOANS; ASSIGN, TRANSFER, PLEDGE, COMPROMISE OR RELEASE ANY OF THE CLAIMS OR DEBTS TO THE MEDICAL CENTER EXCEPT ON PAYMENT IN FULL, OR ARBITRATE OR CONSENT TO THE ARBITRATION OF ANY DISPUTE OR CONTROVERSY OF THE MEDICAL CENTER; MAKE, EXECUTE OR DELIVER ANY ASSIGNMENT FOR THE BENEFIT OF CREDITORS, OR ANY BOND, CONFESSION OF JUDGMENT, CHATTEL MORTGAGE, SECURITY AGREEMENT, DEED, GUARANTY, INDEMNITY BOND, SURETY BOND, OR CONTRACT TO SELL OR BILL OF SALE OF THE PROPERTY OF THE MEDICAL CENTER; ACQUIRE, PURCHASE, DEVELOP, IMPROVE, SELL, LEASE, OR MORTGAGE ANY CORPORATE REAL ESTATE OR ANY INTEREST THEREIN OR ENTER INTO ANY CONTRACT FOR ANY SUCH PURPOSES; OR MAKE ANY LOAN, INVESTMENT, TRANSFER OR DISPOSITION OF ANY ASSETS OF THE MEDICAL CENTER OR ENTER INTO ANY CONTRACT OR INCUR ANY LIABILITIES ON BEHALF OF THE MEDICAL CENTER OTHER THAN FOR FAIR CONSIDERATION AND IN THE ORDINARY COURSE OF BUSINESS RELATING TO ITS NORMAL DAILY OPERATION; ESTABLISH CAPITAL AND OPERATING BUDGETS OR ADOPT MATERIAL CHANGES THERETO; OR ANY ACTION THAT COULD REASONABLY BE EXPECTED TO HAVE A MATERIAL ADVERSE EFFECT ON THE 501(C)(3) STATUS AND TAX EXEMPT BONDS OF CITY OF HOPE AND AFFILIATES. THE FOLLOWING REQUIRE GOVERNING BODY APPROVAL (AS WELL AS THE APPROVAL OF THE SOLE CORPORATE MEMBER): THE ADOPTION OF, OR MATERIAL CHANGE IN, THE MISSION OF THE MEDICAL CENTER; SALE OR DISPOSITION OF ALL OR SUBSTANTIALLY ALL ASSETS; MERGER AND ITS PRINCIPAL TERMS (AND ANY AMENDMENT TO THOSE TERMS); DISSOLUTION OF THE CORPORATION; ADOPTION OF OPERATING AND CAPITAL BUDGETS; ACQUISITIONS AND CAPITAL EXPENDITURES MEETING A CERTAIN FINANCIAL THRESHOLD; BORROWINGS, GUARANTIES, LOANS, AND BOND ISSUANCE MEETING A CERTAIN FINANCIAL THRESHOLD; CREATION OF A NEW (OR ACQUISITION OF A CONTROLLING INTEREST IN AN EXISTING) CORPORATION, PARTNERSHIP OR LIMITED LIABILITY COMPANY; ADOPTION OF OR AMENDMENTS TO INDIVIDUAL CORPORATE INVESTMENT GUIDELINES. POLICIES FORM 990, PART VI, SECTION B, LINE 11B A COPY OF THE FORM 990 IS REVIEWED BY THE AUDIT COMMITTEE OF THE BOARD OF DIRECTORS OF CITY OF HOPE, WHICH SERVES AS THE AUDIT COMMITTE OF THE BOARD OF DIRECTORS OF THE MEDICAL CENTER AND WHICH ASSISTS THE MEDICAL CENTER'S BOARD IN FULFILLING ITS RESPONSIBILITIES REGARDING THE FINANCIAL, ACCOUNTING, AND CORPORATE COMPLIANCE MATTERS OF THE MEDICAL CENTER. ADDITIONALLY, THE PREPARATION OF THE FORM 990 IS DONE INTERNALLY AND IS REVIEWED THOROUGHLY WITH INTERNAL LEADERSHIP AND EXTERNAL ADVISORS, INCLUDING ERNST & YOUNG AND RETAINED TAX COUNSEL. PRIOR TO FILING, THE MEDICAL CENTER'S FORM 990 IS MADE AVAILABLE TO VOTING MEMBERS OF THE CITY OF HOPE BOARD FOR REVIEW ELECTRONICALLY THROUGH CITY OF HOPE'S INTERNET WEB PORTAL. CITY OF HOPE IS THE SOLE CORPORATE MEMBER OF THE MEDICAL CENTER. ADDITIONALLY, CERTAIN MEMBERS OF THE CITY OF HOPE BOARD OF DIRECTORS ALSO SERVE AS BOARD MEMBERS OF THE MEDICAL CENTER. FORM 990, PART VI, SECTION B, LINE 12C ALL EMPLOYEES OF CITY OF HOPE AND AFFILIATES, BOARD OF DIRECTORS, BOARD COMMITTEE MEMBERS AND RESEARCH TEAM MEMBERS ARE COVERED BY CITY OF HOPE'S APPLICABLE CONFLICT OF INTEREST POLICIES. DETERMINATIONS AS TO WHETHER A CONFLICT OF INTEREST EXISTS AND REVIEW OF SUCH CONFLICT DISCLOSURES ARE MADE BY THE CHIEF RISK OFFICER, GENERAL COUNSEL AND, AS APPLICABLE, THE CHAIR OF THE BOARD OR 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 THE GOVERNING BODY'S DELIBERATIONS AND VOTING ON A GIVEN TRANSACTION OR SET OF TRANSACTIONS; RECUSAL FROM THE DECISION-MAKING PROCESS RELATING TO BUSINESS TRANSACTIONS (E.G., PURCHASING DECISIONS); PROHIBITION FROM PARTICIPATING AS A PRINCIPAL INVESTIGATOR IN RESEARCH; AND DISCLOSURE OF FINANCIAL INTEREST IN RESEARCH STUDY INFORMED CONSENT FORMS AND PUBLICATIONS. MONITORING TRANSACTIONS FOR CONFLICTS IS DONE THROUGH REQUIRED DISCLOSURES AND UPDATES BY PERSONS COVERED BY THE ORGANIZATION'S CONFLICT OF INTEREST POLICIES AND A CONCURRENT REVIEW OF SUCH DISCLOSURES, ACCORDING TO THE PROCESS DESCRIBED ABOVE. CITY OF HOPE 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 BOARD OF DIRECTORS OF CITY OF HOPE ("COMMITTEE") SERVES AS THE EXECUTIVE COMPENSATION COMMITTE OF THE MEDICAL CENTER. PURSUANT TO A DELEGATION OF AUTHORITY FROM THE CITY OF HOPE BOARD OF DIRECTORS, THE COMMITTEE 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 AND BENCHMARK DATA, AND CURRENT COMPENSATION PHILOSOPHY, STRUCTURE, AND ADMINISTRATION OF THE EXECUTIVE CASH COMPENSATION PROGRAMS AT CITY OF HOPE AND AFFILIATES. THE COMMITTEE CARRIES OUT THE BOARD OF DIRECTORS' OVERALL RESPONSIBILITIES RELATING TO EXECUTIVE COMPENSATION. THE EXECUTIVE COMPENSATION PHILOSOPHY IS DESIGNED TO ASSIST IN ATTRACTING AND RETAINING THE CALIBER OF EXECUTIVE LEADERSHIP REQUIRED TO ENABLE CITY OF HOPE 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 COMPENSATION OF THE MARKET IN WHICH CITY OF HOPE COMPETES FOR EXECUTIVES. A SUBSTANTIAL PORTION OF EXECUTIVE COMPENSATION IS LINKED DIRECTLY TO PERFORMANCE GOALS APPROVED IN ADVANCE BY THE COMMITTEE. THESE GOALS ARE TIED TO THE PERFORMANCE OF CITY OF HOPE AND AFFILIATES, INCLUDING THE ATTAINMENT OF SPECIFIC BUSINESS OBJECTIVES FOR STRATEGIC AND FINANCIAL PERFORMANCE AS WELL AS NON-FINANCIAL MEASURES SUCH AS PATIENT SATISFACTION AND QUALITY OF PATIENT CARE. AS A CONSEQUENCE, PERFORMANCE COMPENSATION MAY VARY FROM YEAR TO YEAR. THE COMMITTEE CONDUCTS COMPENSATION REVIEWS ANNUALLY FOR EXECUTIVES AND CERTAIN KEY EMPLOYEES AND THIS WAS LAST COMPLETED ON OCTOBER 16, 2012. 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 BY THIS COMMITTEE. DISCLOSURES FORM 990, PART VI, SECTION C, LINE 19 THE MEDICAL CENTER'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. THE MEDICAL CENTER'S BYLAWS ARE NOT MADE AVAILABLE TO THE PUBLIC. HOURS WORKED FORM 990, PART VII, COLUMN B FULL TIME EMPLOYEES GENERALLY WORK IN EXCESS OF 40 HOURS PER WEEK WHICH HAS BEEN REFLECTED IN PART VII OF FORM 990 WHICH REPORTS AN AVERAGE OF 60 HOURS PER WEEK. THE MEMBERS OF THE BOARD OF DIRECTORS ARE NOT COMPENSATED FOR SERVING ON THE BOARD. THE HOURS WORKED FOR EACH DIRECTOR IS AN ESTIMATE OF THE TIME SPENT PREPARING FOR AND ATTENDING MEETINGS OF THE BOARD OF DIRECTORS AND ITS STANDING COMMITTEES. THE MEDICAL CENTER'S BOARD OF DIRECTORS HELD 5 REGULARLY SCHEDULED MEETINGS DURING THE FISCAL YEAR. THE AUDIT AND COMPLIANCE COMMITTEE HELD 5 REGULARLY SCHEDULED MEETINGS DURING FISCAL YEAR 2012. THE OTHER COMMITTEES HAD VARYING NUMBERS OF MEETINGS DURING FISCAL YEAR 2012. RECONCILIATION OF NET ASSETS PART XI, LINE 5 OTHER CHANGES IN NET ASSETS ARE DETAILED AS FOLLOWS: UNREALIZED GAIN INTEREST RATE SWAP AGREEMENT $280,794 UNREALIZED GAIN ON INVESTMENTS $7,803,879 OMSI LOSSES/ADJUSTMENTS $(1,612) ------------ TOTAL $8,083,061 UNREALIZED GAINS AND LOSSES ARE NOT RECORDED FOR TAX PURPOSES, BUT ARE RECORDED ON THE CONSOLIDATED FINANCIAL STATEMENTS OF THE ORGANIZATION UNDER GENERALLY ACCEPTED ACCOUNTING PRINCIPALS OF THE UNITED STATES. AUDITED FINANCIAL STATEMENTS FORM 990, PART XII, LINE 2C AUDITED CONSOLIDATED FINANCIAL STATEMENTS ARE ISSUED FOR THE CITY OF HOPE AND AFFILIATES WHICH INCLUDES CITY OF HOPE, THE MEDICAL CENTER, THE MEDICAL FOUNDATION, THE BECKMAN RESEARCH INSTITUTE, CITY OF HOPE AUXILIARIES, GENBASIX, INC., AND ONCOLOGY MANAGEMENT SERVICES, INC. NO STAND ALONE AUDITS ARE PERFORMED OR ISSUED FOR THE MEDICAL CENTER. THE AUDITED CONSOLIDATED FINANCIAL STATEMENTS ARE REVIEWED ANNUALLY BY THE AUDIT COMMITTEE OF THE BOARD OF DIRECTORS BEFORE FINALIZATION AND ISSUANCE. TAX EXEMPT BONDS FORM 990, SCHEDULE K, PART III, LINE 3A, 3B, 3C AND 3D THE ORGANIZATION HAS INTERNAL COUNSEL EXPERIENCED WITH BUSINESS USE RESTRICTIONS AND REQUIREMENTS TO REVIEW MANAGEMENT CONTRACTS, SERVICE CONTRACTS AND RESEARCH AGREEMENTS RELATED TO TAX EXEMPT FINANCED PROPERTIES TO ENSURE THAT PRIVATE BUSINESS USE IS MONITORED IN ACCORDANCE WITH PRIVATE USE LIMITATIONS. HOURS DEVOTED FOR RELATED ORGANIZATION FORM 990 PART VII NAME:Gary Conner TITLE:Chief Financial Officer HOURS:19 HOURS DEVOTED FOR RELATED ORGANIZATION FORM 990 PART VII NAME:Gregory Schetina TITLE:General Counsel/Secretary HOURS:19 HOURS DEVOTED FOR RELATED ORGANIZATION FORM 990 PART VII NAME:Michael A Friedman MD TITLE:President and CEO HOURS:19 HOURS DEVOTED FOR RELATED ORGANIZATION FORM 990 PART VII NAME:Robert W Stone TITLE:Chief Strategy & Admin Off. HOURS:45 HOURS DEVOTED FOR RELATED ORGANIZATION FORM 990 PART VII NAME:William Sargeant TITLE:Chief Operating Officer HOURS:19 HOURS DEVOTED FOR RELATED ORGANIZATION FORM 990 PART VII NAME:Virginia Opipare TITLE:Chief Operating Officer HOURS:19 HOURS DEVOTED FOR RELATED ORGANIZATION FORM 990 PART VII NAME:Valerie Bingham TITLE:FORMER OFFICER HOURS:19 HOURS DEVOTED FOR RELATED ORGANIZATION FORM 990 PART VII NAME:Theodore G Krontiris PHD TITLE:Former Officer HOURS:60 CITY OF HOPE 1500 EAST DUARTE ROAD DUARTE CA 91010 953435919 FUNDRAISING CA 501C3 7 NA false BECKMAN RESEARCH INSTITUTE 1450 EAST DUARTE ROAD DUARTE CA 91010 953432210 RESEARCH CA 501C3 4 CITY OF HOPE true CITY OF HOPE MEDICAL FOUNDATION 1500 EAST DUARTE ROAD DUARTE CA 91010 274803222 HEALTHCARE CA 501C3 3 City of Hope true ONCOLOGY MANAGEMENT SERVICES INC 1500 EAST DUARTE ROAD DUARTE CA 91010 330557670 SUBLEASE OFF BLD CA COHNMC C CORP 0 0 1.00000 GENBASIX INC 1500 EAST DUARTE ROAD DUARTE CA 91010 911949357 GENOMICS DE NA C CORP false false true false false false false false false false true true false true true true true false BECKMAN RESEARCH INSTITUTE OF CITY OF HOPE O 5531842 FMV CITY OF HOPE MEDICAL FOUNDATION N 690924 FMV CITY OF HOPE MEDICAL FOUNDATION K 2668270 FMV BECKMAN RESEARCH INSTITUTE OF CITY OF HOPE K 21149088 FMV BECKMAN RESEARCH INSTITUTE OF CITY OF HOPE P 40137799 FMV BECKMAN RESEARCH INSTITUTE OF CITY OF HOPE N 9603785 FMV CITY OF HOPE MEDICAL FOUNDATION L 44909381 FMV CITY OF HOPE MEDICAL FOUNDATION P 1650643 FMV CITY OF HOPE MEDICAL FOUNDATION Q 177402 FMV