2026-08-13T12:43:57+00:00 2025-09-30 346565596 ERNST & YOUNG US LLP 18101 VON KARMAN AVENUE IRVINE CA 92612 990 2024-10-01 320197974 WESTERN REGIONAL MEDICAL CENTER INC WEST 6262564673 1500 EAST DUARTE ROAD DUARTE CA 91010 DR ALAN BRYCE MKT PRES - PHOENIX (9/25) / CCO 6262564673 2026-08-13 true true KARA ADAMS P00023315 9497942300 2026-07-27 2024 2025-03-06 01:10:19Z CITY OF HOPE PHOENIX ALAN BRYCE 1500 EAST DUARTE ROAD DUARTE CA 91010 320817905 false X CANCERCENTER.COM/LOCATIONS/PHOENIX X 2022 AZ TO PROVIDE COMPASSIONATE MEDICAL CARE TO PEOPLE WITH CANCER, DIABETES AND OTHER LIFE-THREATENING ILLNESSES AND TRANSFORMING THE FUTURE OF CANCER CARE BY UNIFYING THE BRANCHES OF BIOMEDICAL RESEARCH, TREATMENT AND ACADEMIA. 9 9 806 63 0 0 0 158387872 319640668 18783 80004 932520 1097233 159339175 320817905 3484260 0 0 0 73182737 124148225 0 0 128519349 245992271 205186346 370140496 -45847171 -49322591 99808190 188762770 39818896 225013268 59989294 -36250498 TO PROVIDE COMPASSIONATE MEDICAL CARE TO PEOPLE WITH CANCER, DIABETES AND OTHER LIFE-THREATENING ILLNESSES AND TRANSFORMING THE FUTURE OF CANCER CARE BY UNIFYING THE BRANCHES OF BIOMEDICAL RESEARCH, TREATMENT AND ACADEMIA. false false 323383514 0 319640668 PATIENT CARE: CITY OF HOPE PHOENIX PROVIDES ACUTE-CARE MEDICAL SERVICES FOR PATIENTS BEING TREATED FOR SOME FORM OF CANCER, INCLUDING LEUKEMIA AND LYMPHOMA, COLORECTAL, PROSTATE, GYNECOLOGIC AND BREAST CANCERS. ALL PATIENTS TREATED AT CITY OF HOPE PHOENIX BENEFIT FROM THE LATEST TECHNOLOGIES INCLUDING THOSE DERIVED FROM TRANSLATIONAL MEDICINE, ACHIEVED BY COLLABORATION BETWEEN MEMBERS OF THE PATIENT CARE TEAMS AND THE SCIENTIFIC AND BENCH RESEARCH ACTIVITIES PERFORMED THROUGHOUT THE ORGANIZATION. CITY OF HOPE PHOENIX PROVIDES FOR SERVICES THROUGH CHARITY CARE ASSISTANCE FOR PATIENTS MEETING CERTAIN FINANCIAL ELIGIBILITY AND CLINICAL CRITERIA AND TO PERSONS WITHOUT INSURANCE OR WHO ARE UNDER-INSURED. 323383514 true false false false false false false false false false true false false true true true false true false false false false false false false false true true false false true false false false false false false false false false false false false false false true true true false true false true X 0 0 806 true false false false false false false false false false false true false X 9 9 true false false false true true true true false false false false true true true true true true true true false false X YVETTE TREMONTI 6262564673 1500 EAST DUARTE ROAD DUARTE CA 91010 GLENN D STEELE JR MD PHD DIRECTOR & CHAIR OF THE BOARD 2.0 8.0 X X 0 0 0 BARBARA BRUSER CFA DIRECTOR 2.0 8.0 X 0 0 0 MORGAN CHU ESQ DIRECTOR 2.0 13.0 X 0 0 0 PHILIP FASANO DIRECTOR 2.0 8.0 X 0 0 0 RONALD L SARGENT DIRECTOR/ VICE CHAIR 2.0 8.0 X 0 0 0 SELWYN ISAKOW DIRECTOR 2.0 10.0 X 0 0 0 STEVEN B FINK DIRECTOR 2.0 12.0 X 0 0 0 SUZANNE VAUTRINOT DIRECTOR 2.0 8.0 X 0 0 0 WILLIAM J POST DIRECTOR 2.0 8.0 X 0 0 0 ALAN BRYCE MARKET PRESIDENT - PHOENIX (FROM 09/25)/CHIEF CLINICAL OFFICER 60.0 0 X 919601 0 31333 CRISTIN OCALLAHAN SECRETARY/GENERAL COUNSEL 3.0 57.0 X 67753 1287298 250963 KEVIN TULIPANA MARKET PRESIDENT - PHOENIX (UNTIL 05/25) 60.0 0 X 532189 0 44201 YVETTE TREMONTI TREASURER/CHIEF FINANCIAL OFFICER 3.0 57.0 X 43207 820937 88040 DEBRA F FIELDS EXEC VP & CHIEF TRANSFORMATION OFC 3.0 57.0 X 96660 1836532 295329 JEFFREY SIUPIK CHIEF OPERATING OFFICER, PHOENIX (UNTIL 03/25) 60.0 0 X 411619 0 7467 KEVIN MANEMANN PRESIDENT (06/25-09/25)/EVP & CHIEF INTEGRATION OFFCR 6.0 54.0 X 179004 1611035 227089 ROBERT W STONE COH PRESIDENT & CEO 3.0 57.0 X 304282 5781368 1030210 SARAH COSSETTE VP PATIENT CARE SERVICES AND CHIEF NURSING OFFICER 60.0 0 X 254199 0 18607 SIMON NAZARIAN CHIEF DIGITAL OFFICER 3.0 57.0 X 44844 852036 38928 WILLIAM LAING VP, FINANCE 60.0 0 X 285568 0 18412 HARLAN ALCON LEVINE PRES, HLTH INNOVATION & POLICY 3.0 57.0 X 110259 2094916 291670 JO ANN ESCASA-HAIGH CHIEF BUSINESS OFFICER 2.0 58.0 X 79606 1910543 257551 KRISTIN BERTELL CHIEF PHILANTHROPY OFFICER 2.0 58.0 X 45571 1335377 240476 MARCELLUS R VAN DEN BRINK MD PHD COHNMC PRESIDENT & CHF PHYS EXEC 1.0 59.0 X 22000 2178032 369982 VIJAY TRISAL MD SYSTEM CHIEF CLINICAL OFFICER 2.0 58.0 X 41527 1216878 131514 JENNIFER PARKHURST FORMER OFFICER 0.0 0.0 X 0 1211995 38026 MARK HULSE FORMER CHIEF DIGITAL OFFICER 0.0 0.0 X 14885 282823 15439 3452774 22419770 3395237 187 true true false ASD HEALTHCARE 5025 PLANO PKWY CARROLLTON TX 75010 ONCOLOGY-RELATED SERVICES 110381873 AMERISOURCEBERGEN DRUG CORP 1 W FIRST AVE CONSHOHOCKEN PA 19428 PHARMACEUTICAL DISTRIBUTION SERVICES 31260855 RYAN COMPANIES US INC 533 S THIRD ST STE 100 MINNEAPOLIS MN 55415 CONSTRUCTION SERVICES 24784071 SIEMENS MEDICAL SOLUTIONS INC 40 LIBERTY BLVD MALVERN PA 19355 DIAGNOSTIC IMAGING SERVICES 4926200 MEDLINE INDUSTRIES THREE LAKES DR NORTHFIELD IL 60093 MEDICAL SUPPLIES SERVICES 4907884 116 0 NET PATIENT REVENUE 621110 319615114 319615114 OTHER EXEMPT FUNCTION REVENUE 621110 25554 25554 0 0 0 0 319640668 80004 80004 0 0 0 0 CAFETERIA SALES 900099 769586 769586 INSURANCE PROGRAM PAYMENTS 900099 210125 210125 MISC REVENUE 117522 117522 0 0 0 0 1097233 320817905 319640668 0 1177237 3146832 2543329 603503 85568170 69157823 16410347 2095272 1693439 401833 28005640 22634691 5370949 5332311 4309675 1022636 486277 346359 139918 480166 480166 25174327 18271955 6902372 0 2133208 1384143 749065 7557991 5367183 2190808 406474 263743 142731 3329056 2160075 1168981 4194727 2721770 1472957 125764 81603 44161 4927801 4303531 624270 9713866 7728880 1984986 1406373 912532 493841 PHARMACEUTICALS 156573279 156573279 MEDICAL SUPPLIES & EQUIPMENT 20751416 20751416 REPAIRS & MAINTENANCE 6365886 643118 5722768 TAXES, LICENSES, AND BUSINESS FEES 667838 433330 234508 1697822 1101640 596182 0 370140496 323383514 46756982 0 358780 1727778 0 0 0 0 27673324 44759864 0 0 0 0 0 145935 6643034 10746564 761491 2487393 122193276 21239967 60889727 100953309 0 0 0 0 0 0 3481834 27941927 99808190 188762770 12874277 17338556 0 0 0 0 0 0 0 0 0 0 0 0 2981878 2402772 23962741 205271940 39818896 225013268 X 59989294 -36250498 0 0 59989294 -36250498 99808190 188762770 -49322591 -46917201 0 X false true true false X 7297790 7297790 26022765 1839069 24183696 47770468 6309351 41461117 37233245 13091547 24141698 3869008 0 3869008 100953309 DUE FROM AFFILIATES 4995787 RIGHT-OF-USE OPERATING LEASE ASSETS 20470016 RIGHT-OF-USE FINANCE LEASE ASSETS 2476124 27941927 0 FEDERAL INCOME TAXES 0 RIGHT-OF-USE OPERATING LEASE 24618552 ESTIMATED THIRD-PARTY PAYOR SETTLEMENTS 344246 DUE TO AFFILIATES 180309142 205271940 X 0 0 0 0 0 0 0 0 0 0 0 0 SCHEDULE D, PART X, LINE 2 FIN 48 (ASC 740) FOOTNOTE THE FOLLOWING PARAGRAPH IS FROM THE CITY OF HOPE CONSOLIDATED AUDITED FINANCIAL STATEMENTS AS OF SEPTEMBER 30, 2025 (WHICH INCLUDES CITY OF HOPE, CITY OF HOPE NATIONAL MEDICAL CENTER (THE "CENTER"), CITY OF HOPE MEDICAL FOUNDATION (THE "FOUNDATION"), AND BECKMAN RESEARCH INSTITUTE OF THE CITY OF HOPE (THE "INSTITUTE") (COLLECTIVELY, THE "OBLIGATED GROUP"); THE TRANSLATIONAL GENOMICS RESEARCH INSTITUTE AND ITS AFFILIATES ("TGEN"); SOUTHERN CALIFORNIA RADIATION ONCOLOGY, LLC ("SCRO"); ACCESSHOPE, LLC ("AH"); STEPHENSON GLOBAL PANCREATIC CANCER RESEARCH INSTITUTE, LLC; COH PROPERTY HOLDINGS OC, LLC; COH PROPERTY MANAGEMENT OC, LLC; AND COH HOLDCO INC. ("HOLDCO"), THE PARENT OF CANCER TREATMENT CENTERS OF AMERICA ENTITIES ("CTCA ENTITIES") (COLLECTIVELY, THE "AFFILIATED GROUP"). THESE ENTITIES REPRESENT THE CONSOLIDATED CITY OF HOPE ORGANIZATION (COLLECTIVELY REFERRED TO AS "CITY OF HOPE")). CITY OF HOPE IS EXEMPT FROM FEDERAL INCOME TAX UNDER SECTION 501(A) AS DESCRIBED IN SECTION 501(C)(3) OF THE U.S. INTERNAL REVENUE CODE. CITY OF HOPE, THE CENTER, THE FOUNDATION, AND THE INSTITUTE ARE EXEMPT FROM CALIFORNIA STATE FRANCHISE AND INCOME TAX UNDER SECTION 23701(D) OF THE CALIFORNIA REVENUE AND TAXATION CODE. 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 CONSOLIDATED FINANCIAL STATEMENTS. ASC 740 ALSO PROVIDES GUIDANCE ON DE-RECOGNITION, MEASUREMENT, CLASSIFICATION, INTEREST AND PENALTIES, DISCLOSURE, AND TRANSITION. THE GUIDANCE CONTAINED IN ASC 740 IS APPLICABLE TO PASS-THROUGH ENTITIES AND TAX-EXEMPT ORGANIZATIONS. CITY OF HOPE HAS NO SIGNIFICANT UNCERTAIN TAX POSITIONS OR TAX LIABILITY FOR TAX BENEFITS, INTEREST, OR PENALTIES ACCRUED AS OF SEPTEMBER 30, 2025 OR 2024. true true X true X false true true true false false 1329864 1329864 0.00359 29118132 27475810 1642322 0.00444 0 0.0 0 0 30447996 27475810 2972186 0.00803 15600 15600 0.00004 647418 647418 0.00175 0 0.0 1897771 275862 1621909 0.00438 10000 10000 0.00003 0 0 2570789 275862 2294927 0.00620 0 0 33018785 27751672 5267113 0.01423 0 0.0 0 0.0 0 0.0 0 0.0 0 0.0 0 0.0 0 0.0 0 0.0 0 0.0 0 0 0 0 0 0.0 false 51548333 69449658 -17901325 X true true 1 1 WESTERN REGIONAL MEDICAL CENTER INC 14200 WEST CELEBRATE LIFE WAY GOODYEAR AZ 85338 https://www.cityofhope.org/locations/phoenix/ SH4529 X X SHORT-TERM SPECIALTY HOSPITAL WESTERN REGIONAL MEDICAL CENTER INC 1 false false true X X X X X X X X X 23 true false false true X CITYOFHOPE.ORG/LOCATIONS/PHOENIX/PHOENIX-CANCER-CENTER X true 23 true CITYOFHOPE.ORG/LOCATIONS/PHOENIX/PHOENIX-CANCER-CENTER false true X 200.0 0.0 X X X true true X X X true X CANCERCENTER.ORG/LOCATIONS/PHOENIX/FINANCIAL-ASSISTANCE X CANCERCENTER.ORG/LOCATIONS/PHOENIX/FINANCIAL-ASSISTANCE X CANCERCENTER.ORG/LOCATIONS/PHOENIX/FINANCIAL-ASSISTANCE X X X X X X true X false X X X true X false false SCHEDULE H, PART V, SECTION B, LINE 5 FACILITY , 1 FACILITY , 1 - WESTERN REGIONAL MEDICAL CENTER, INC. (CITY OF HOPE PHOENIX). DATA COLLECTION METHODOLOGY THE CHNA PROCESS IS DESIGNED TO DEVELOP A DEEPER UNDERSTANDING OF COMMUNITY HEALTH CARE NEEDS, TO INFORM THE HOSPITAL'S COMMUNITY BENEFIT PLAN FOR OUTREACH AND SERVICES THAT COMPLEMENT AND EXTEND CLINICAL SERVICES, AND TO IMPROVE DISEASE PREVENTION AND OVERALL HEALTH STATUS. PRIMARY DATA: THE FIRST ROUND OF COMMUNITY DATA COLLECTION OCCURRED IN THE FALL OF 2019 AND INVOLVED A COMMUNITY SURVEY AS WELL AS A SERIES OF FOCUS GROUPS. MCDPH CONTRACTED WITH ASU SIRC TO CONDUCT THE FOCUS GROUP ANALYSIS. IN RESPONSE TO THE SEVERE CHANGES IN THE COMMUNITY HEALTH LANDSCAPE DUE TO THE COVID-19 PANDEMIC, A SUPPLEMENTAL SURVEY AND FOCUS GROUP CYCLE WAS CONDUCTED IN THE SUMMER OF 2021. BOTH DATA SOURCES ARE INCLUDED IN THIS ASSESSMENT TO PROVIDE A ROBUST EVALUATION OF COMMUNITY NEEDS, BOTH BEFORE AND DURING THE PANDEMIC. MCDPH 2019 COMMUNITY HEALTH NEEDS ASSESSMENT FOCUS GROUPS A TOTAL OF 52 FOCUS GROUPS WERE CONDUCTED BETWEEN AUGUST 2018 AND DECEMBER 2019 WITH MEDICALLY UNDERSERVED POPULATIONS ACROSS MARICOPA COUNTY, INCLUDING YOUTH IN THE THIRD AND FINAL CYCLE. THE GROUPS CONSISTED OF SPECIFIC ETHNIC GROUPS: (1) AFRICAN AMERICANS, (2) NATIVE AMERICANS, (3) CONGOLESE, (4) HISPANICS AND (5) FILIPINOS. OTHER GROUPS REPRESENTED WERE: (6) HOMELESS POPULATIONS; (7) LESBIAN, GAY, BISEXUAL, TRANSGENDER AND QUESTIONING (LGBTQ) PERSONS, (8) VETERANS, (9) MIGRANT SEASONAL FARMWORKERS; (10) PEOPLE WHO'VE BEEN INCARCERATED; (11) PEOPLE IN RURAL COMMUNITIES; (12) NEW PARENTS AND (13) PARENTS OF CHILDREN WITH SPECIAL HEALTH CARE NEEDS. THE FOCUS GROUP DESIGN AND EXECUTION PROCEEDED THROUGH FIVE PHASES: (1) INITIAL REVIEW OF LITERATURE, (2) FOCUS GROUP DISCUSSION GUIDE DEVELOPMENT, (3) FOCUS GROUP RECRUITMENT, (4) FOCUS GROUP DATA COLLECTION, AND (5) REPORT WRITING AND PRESENTATION OF FINDINGS. FOCUS GROUP PARTICIPANTS WERE ASKED TO COMPLETE A SURVEY THAT ASSESSED A VARIETY OF FACTORS THAT COULD HAVE AN IMPORTANT IMPACT ON INDIVIDUAL AND COMMUNITY HEALTH AND QUALITY OF LIFE. THESE WERE MAINLY CLOSED-ENDED QUESTIONS TO AUGMENT THE FOCUS GROUP DISCUSSIONS. THE FOCUS GROUP DATA WERE ANALYZED AND ORGANIZED THEMATICALLY TO HIGHLIGHT PREVALENT IDEAS ACROSS THE GROUPS AS WELL AS SURPRISING/UNIQUE RESPONSES FROM PARTICULAR FOCUS GROUPS. MCDPH 2021 COVID-19 IMPACT COMMUNITY HEALTH NEEDS ASSESSMENT FOCUS GROUPS BETWEEN FEBRUARY AND JUNE 2021, A SERIES OF 33 FOCUS GROUPS WERE CONDUCTED WHICH INCLUDED 186 PARTICIPANTS ACROSS VARIOUS COMMUNITY REGIONS, SERVICE PROVIDERS, AND INDIVIDUAL RESIDENTS TO BETTER UNDERSTAND THE IMPACT OF COVID-19 ON MARICOPA COUNTY RESIDENTS. FOCUS GROUPS HELPED TO IDENTIFY AND ADDRESS HEALTH NEEDS, RESOURCE ALLOCATION AND LONG-TERM SERVICES NEEDED FOR COVID-19 RESPONSE EFFORTS. MEMBERS OF THE COMMUNITY REPRESENTING SUBGROUPS, DEFINED AS GROUPS WITH UNIQUE ATTRIBUTES (RACE/ETHNICITY, AGE, SEX, CULTURE, LIFESTYLE OR RESIDENTS OF A PARTICULAR AREA OF MARICOPA COUNTY), WERE RECRUITED TO PARTICIPATE IN FOCUS GROUPS. A STANDARD PROTOCOL WAS USED FOR ALL FOCUS GROUPS TO UNDERSTAND THE EXPERIENCES OF THESE COMMUNITY MEMBERS AS THEY RELATE TO THE IMPACT OF COVID-19 ON MARICOPA COUNTY RESIDENTS. IN ALL, A TOTAL OF 33 FOCUS GROUPS WERE CONDUCTED WITH 186 COMMUNITY MEMBERS FROM FIVE GEOGRAPHIC MARICOPA COUNTY LOCATIONS BASED ON THE FOLLOWING GROUPS: (1) OLDER ADULTS, (2) AFRICAN AMERICANS, (3) HISPANICS/LATINOS, (4) NATIVE AMERICANS, (5) ASIAN AMERICANS, (6) ETHNIC MINORITY YOUNG ADULTS, (7) LGBTQ PERSONS, (8) VETERANS, (9) NEW PARENTS, (10) PARENTS OF YOUNG CHILDREN AND (11) REFUGEES. THE FOCUS GROUPS EXPLORED THE TOPICS OF COVID-19 IMPACT, BARRIERS, CONCERNS, MESSAGING, TRUST IN PUBLIC HEALTH, VACCINE INTENT, VACCINE CHOICES AND VACCINE HESITANCY. PARTICIPANTS ALSO SPENT A GREAT DEAL OF TIME DISCUSSING HEALTH CARE, OBSTACLES TO CARE, ACCESS TO FOOD, FINANCIAL WELL-BEING AND QUALITY OF LIFE. TO COMPLEMENT THE FOCUS GROUPS, 158 RESPONDENTS (MOST BUT NOT ALL OF WHOM PARTICIPATED IN THE FOCUS GROUPS) COMPLETED AN ONLINE ANONYMOUS QUESTIONNAIRE THAT ASKED ABOUT COVID-19 CONCERNS, SOCIAL DETERMINANTS OF HEALTH, MEDICAL TRUST, AND MENTAL AND PHYSICAL HEALTH. PARTICIPANTS DISCUSSED DECLINES IN MENTAL AND PHYSICAL HEALTH, BARRIERS TO THE VACCINE, AS WELL AS VACCINE HESITANCY AND CONFUSION. SUGGESTIONS WERE OFFERED FOR MESSAGES AND FOR WHO WOULD INFLUENCE THEIR VACCINE DECISIONS, NOTING THAT ONE SIZE DOES NOT FIT ALL. THE FOCUS GROUP DATA WERE ANALYZED AND ORGANIZED THEMATICALLY TO HIGHLIGHT PREVALENT IDEAS ACROSS THE GROUPS AS WELL AS SURPRISING/UNIQUE RESPONSES FROM PARTICULAR FOCUS GROUPS. 2019 MARICOPA COUNTY COMMUNITY SURVEY BETWEEN FEBRUARY AND JUNE 2019, MCDPH COLLECTED COMMUNITY SURVEYS FROM RESIDENTS AND PROFESSIONALS WITHIN MARICOPA COUNTY. THIS SURVEY WAS PART OF THE MARICOPA COUNTY COMMUNITY HEALTH NEEDS ASSESSMENT (CCHNA) DESIGNED TO IDENTIFY PRIORITY HEALTH ISSUES, RESOURCES, AND BARRIERS TO CARE WITHIN THE MARICOPA COUNTY THROUGH A COMMUNITY-DRIVEN PROCESS KNOWN AS MOBILIZING FOR ACTION THROUGH PLANNING AND PARTNERSHIPS (MAPP). A TOTAL OF 22 SURVEY QUESTIONS WERE INCLUDED AND ORGANIZED BY THE FOLLOWING SECTIONS: PHYSICAL AND MENTAL HEALTH, HEALTH CARE AND LIVING EXPENSES, BARRIERS AND STRENGTHS OF THE COMMUNITY, AND HEALTH AND WELLNESS OF THE COMMUNITY. THE SURVEY QUESTIONNAIRE WAS ORIGINALLY DEVELOPED BY THE NATIONAL ASSOCIATION OF COUNTY AND CITY HEALTH OFFICIALS (NACCHO). THE SURVEY WAS MODIFIED FROM ITS ORIGINAL VERSION BY MEMBERS OF THE SYNAPSE COALITION, THE HIPMC AND MCDPH STAFF. RESPONSE OPTIONS WERE EXPANDED FROM THE ORIGINAL FORMAT TO INCLUDE ADDITIONAL HEALTH ISSUES AND SOCIAL DETERMINANTS OF HEALTH. THE QUESTIONNAIRE WAS PROVIDED ON A DIGITAL PLATFORM USING QUALTRICS IN ADDITION TO A PAPER FORMAT. ALL SURVEYS WERE PROVIDED IN ENGLISH AND SPANISH. THERE WAS MINIMAL REQUEST FOR ADDITIONAL LANGUAGE TRANSLATIONS, SO MCDPH WORKED WITH PARTNERS WHO WERE ABLE TO ASSIST INDIVIDUALS AS TRANSLATORS TO COMPLETE THE SURVEY. THE GOAL FOR THE COMMUNITY SURVEY WAS 15,000 RESPONSES; HOWEVER, ONCE ALL DATA WAS CLEANED TO ENSURE USABILITY A TOTAL OF 11,893 SURVEYS WERE COLLECTED FROM COMMUNITY RESIDENTS AGES 14 AND ABOVE. THE DIGITAL SURVEY WAS SENT OUT VIA EXTENSIVE COMMUNITY PARTNER NETWORKS THROUGHOUT MARICOPA COUNTY INCLUDING INTERNAL PROGRAMS, HOSPITAL/HEALTH CARE SYSTEMS, MUNICIPALITIES, SCHOOL DISTRICTS AND SOCIAL MEDIA. THE SURVEY WAS WIDELY PUBLICIZED WITH COMMUNITY AND HEALTH CARE PARTNERS PRIOR TO MARCH 1, 2019, TO SECURE PRESENCE AT COMMUNITY EVENTS AND PROVIDE ONLINE ADVERTISEMENT TO REDIRECT INDIVIDUALS TO THE SURVEY. 2021 MARICOPA COUNTY COVID-19 COMMUNITY IMPACT SURVEY COVID-19 WAS DECLARED A GLOBAL PANDEMIC IN MARCH OF 2020, AND THIS SET OFF A SERIES OF DRASTIC CHANGES TO EVERYDAY LIFE FOR RESIDENTS OF MARICOPA COUNTY. FROM MAY TO JULY 2021, MCDPH MOBILIZED DATA COLLECTION RESOURCES AND COMMUNITY PARTNERSHIPS TO EXPLORE HOW COVID-19 HAD IMPACTED RESIDENTS. THIS COVID-FOCUSED SURVEY WAS PART OF THE CCHNA DESIGNED TO IDENTIFY PRIORITY HEALTH ISSUES, RESOURCES, AND BARRIERS TO CARE. SURVEY QUESTIONS WERE GROUPED INTO THE FOLLOWING SECTIONS: DEMOGRAPHICS, PHYSICAL AND MENTAL HEALTH, HEALTH CARE AND LIVING EXPENSES, COVID-19 IMPACT ON EMPLOYMENT, BARRIERS, STRENGTHS, HEALTH CONDITIONS, COMMUNITY ISSUES, SURVEY USABILITY AND OTHER NOTEWORTHY COVID-19 EXPERIENCES. THE QUESTIONNAIRE WAS PRIMARILY PROVIDED ON A DIGITAL PLATFORM USING ALCHEMER AND WAS PROVIDED IN 13 LANGUAGES (ARABIC, BURMESE, CHINESE, ENGLISH, FRENCH, KINYARWANDA, KOREAN, LAO, SPANISH, SWAHILI, TAGALOG, THAI AND VIETNAMESE). THE 2021 SURVEY WAS BASED OFF NACCHO'S EXAMPLE COMMUNITY HEALTH SURVEY. THE SURVEY WAS MODIFIED FROM ITS ORIGINAL VERSION BY MEMBERS OF THE SYNAPSE COALITION, THE HIPMC AND MCDPH STAFF. ADDITIONAL QUESTIONS AND RESPONSE OPTIONS WERE ADDED AND MODIFIED FROM THE ORIGINAL FORMAT TO ASSESS THE IMPACT OF COVID-19 ON MARICOPA COUNTY RESIDENTS AND EXPLORE ADDITIONAL HEALTH ISSUES AND SOCIAL DETERMINANTS OF HEALTH. FREE RESPONSE QUESTIONS WERE ANALYZED THROUGH A THEMATIC ANALYSIS. A CODEBOOK WAS DEVELOPED INDUCTIVELY BASED ON THE RESPONSE DATA, AND KEY THEMES WERE IDENTIFIED WITH THE CONSENSUS OF THE MCDPH COMMUNITY IMPACT TEAM AND EPIDEMIOLOGY TEAM. AT LEAST 50% OF THE COLLECTED RESPONSES FROM EACH REGION IN MARICOPA COUNTY WERE ANALYZED AND CODED WITH KEY THEMES, TOTALING 2,186 RESPONSES ANALYZED. KEY THEMES WERE RANKED BY FREQUENCY. SCHEDULE H, PART V, SECTION B, LINE 5 FACILITY , 2 FACILITY , 2 - WESTERN REGIONAL MEDICAL CENTER, INC. (CITY OF HOPE PHOENIX) (CONTINUED). WITH THE INTENTION OF INCREASING SURVEY DATA COLLECTION BY 25% COMPARED TO THE PREVIOUS CYCLE, MCDPH SET A GOAL TO COLLECT 15,000 SURVEYS IN 2021. MCDPH PARTNERED WITH AN EXTENSIVE NETWORK OF COMMUNITY-BASED ORGANIZATIONS AND HEALTH CARE PARTNERS TO COLLECT 14,380 COMMUNITY SURVEYS FROM RESIDENTS AND PROFESSIONALS WITHIN MARICOPA COUNTY. THE MCDPH TEAM WANTED TO ENSURE DIVERSE COMMUNITY REPRESENTATION AND THAT THE SURVEY PROVIDED INSIGHT FROM ALL REGIONS (NORTHEAST, NORTHWEST, CENTRAL, SOUTHEAST AND SOUTHWEST) OF THE COUNTY. MCDPH COLLABORATED WITH SEVERAL COMMUNITY-BASED ORGANIZATIONS TO PROVIDE STIPENDS FROM $2,000 TO $5,000 TO SUPPORT SURVEY TRANSLATION, DISTRIBUTION AND COMPLETION, SOCIAL MEDIA OUTREACH VIA NETWORKS, PURCHASE OF INCENTIVES FOR SURVEY COMPLETION, AND ADMINISTRATIVE EXPENSES. 2023 MARICOPA COUNTY COMMUNITY SURVEY BEGINNING IN SPRING 2022, MCDPH INITIATED PREPARATIONS FOR THE 2023 CHNA DATA COLLECTION CYCLE WITH GUIDANCE FROM SYNAPSE. FROM MARCH TO JUNE 2023, MCDPH SPEARHEADED DATA COLLECTION. MCDPH BEGAN CONDUCTING A THOROUGH DATA VALIDATION AND ANALYSIS PROCESS IN OCTOBER 2023, WITH RESULTS BEING AVAILABLE IN THE SUMMER OF 2024. MCDPH IS USING THE RECENTLY RELEASED MAPP 2.0 FRAMEWORK FOR ANALYSIS AND REPORTING TO CONTINUE THE CYCLE OF TIMELY AND RELEVANT COMMUNITY FEEDBACK. SCHEDULE H, PART V, SECTION B, LINE 11 FACILITY , 1 FACILITY , 1 - WESTERN REGIONAL MEDICAL CENTER, INC. (CITY OF HOPE PHOENIX). AS A SPECIALTY HOSPITAL, CITY OF HOPE PHOENIX IS NOT REQUIRED TO ADDRESS ISSUES OUTSIDE ITS CLINICAL FOCUS. HOWEVER, WE RECOGNIZE THAT SOCIAL DETERMINANTS OF HEALTH AND ROOT CAUSES OF HEALTH DISPARITIES ARE CLOSELY LINKED TO CANCER AND DIABETES RISK FACTORS. THEREFORE, WE ENSURE OUR LANGUAGE AND PROGRAMMING PRIORITIZE THE MOST VULNERABLE POPULATIONS AND ADHERE TO FIVE CORE PRINCIPLES THAT GUIDE ALL PROGRAMS AND SERVICES, MAINTAINING A FOCUS ON COMMUNITIES WITH THE GREATEST UNMET HEALTH NEEDS. DURING FISCAL YEAR 2025, CITY OF HOPE PHOENIX CONCENTRATED ON BUILDING THE FOUNDATIONAL INFRASTRUCTURE NECESSARY TO EFFECTIVELY RESPOND TO COMMUNITY-IDENTIFIED NEEDS. RECOGNIZING THAT STRONG, SUSTAINABLE RELATIONSHIPS TAKE TIME TO BUILD, THIS YEAR EMPHASIZED LISTENING, LEARNING, AND IDENTIFYING OPPORTUNITIES WITHIN THE HOSPITAL TO BETTER ALIGN INTERNAL RESOURCES WITH COMMUNITY PRIORITIES. EFFORTS INCLUDED ENGAGING CLINICAL AND OPERATIONAL TEAMS, STRENGTHENING INTERNAL COORDINATION, AND BEGINNING TO ESTABLISH MEANINGFUL CONNECTIONS WITH COMMUNITY STAKEHOLDERS TO INFORM FUTURE STRATEGIES. THIS PERIOD OF DISCOVERY AND ALIGNMENT WAS CRITICAL TO ENSURING THAT FUTURE INVESTMENTS ARE THOUGHTFUL, COLLABORATIVE, AND RESPONSIVE TO LOCAL NEEDS. CONCLUSION: DURING FY25, THE COMMUNITY BENEFIT DEPARTMENT PRIMARILY OVERSAW AND COORDINATED ALL COMMUNITY BENEFIT INITIATIVES ACROSS THE ORGANIZATION. WHILE MOST INITIATIVES WERE DEPARTMENT LED, INDIVIDUAL EMPLOYEES OCCASIONALLY CONTRIBUTED IDEAS THAT SUPPORTED OR INFORMED PROGRAM DEVELOPMENT. THE COMMUNITY BENEFIT DEPARTMENT PROVIDED OVERSIGHT, GUIDANCE, AND DOCUMENTATION SUPPORT TO ENSURE INITIATIVES ALIGNED WITH COMMUNITY PRIORITIES AND REPORTING REQUIREMENTS. CITY OF HOPE IS DEDICATED TO STRENGTHENING RELATIONSHIPS WITH COMMUNITY PARTNERS AND CONTINUALLY SEEKS WAYS TO MEET THE NEEDS OF OUR VULNERABLE RESIDENTS. WE AIM TO MAXIMIZE COLLABORATIONS AND CREATE SUSTAINABLE CHANGE, MAKING POSITIVE CONTRIBUTIONS ALONGSIDE OTHER HOSPITALS, ORGANIZATIONS, SCHOOLS, CHURCHES, AND GOVERNMENT ENTITIES IN OUR SERVICE AREA. SCHEDULE H, PART V, SECTION B, LINE 20 FACILITY , 1 FACILITY , 1 - WESTERN REGIONAL MEDICAL CENTER, INC. (CITY OF HOPE PHOENIX). NEITHER CITY OF HOPE NOR ANY THIRD-PARTY COLLECTION VENDORS IT MAY UTILIZE, WILL USE ANY EXTRAORDINARY COLLECTION ACTIVITY (ECA) AS A MEANS OF COLLECTING UNPAID HOSPITAL BILLS FROM PATIENTS WHO ARE ELIGIBLE FOR ANY FORM OF FINANCIAL ASSISTANCE UNDER CITY OF HOPE PHOENIX'S FINANCIAL ASSISTANCE POLICY. ALL AGENCIES USED FOR COLLECTION PURPOSES ARE ADVISED OF CITY OF HOPE'S POLICY IN WRITING, AND CITY OF HOPE PHOENIX'S FINANCIAL ASSISTANCE POLICY IS INCORPORATED, BY REFERENCE, IN COLLECTION CONTRACTS WITH SUCH AGENCIES. CITY OF HOPE RECEIVES WRITTEN ASSURANCE FROM THE AGENCY(IES) THAT THEY WILL ADHERE TO CITY OF HOPE FINANCIAL SERVICES STANDARDS. 4 CITY OF HOPE CANCER CARE GILBERT 3530 S VAL VISTA DRIVE SUITE C204 GILBERT AZ 85297 OUTPATIENT CANCER TREATMENT CENTER CITY OF HOPE CANCER CARE NORTH PHOENIX 2915 W ROSE GARDEN LANE PHOENIX AZ 85027 OUTPATIENT CANCER TREATMENT CENTER CITY OF HOPE CANCER CARE TATUM RIDGE 20159 N SCOTTSDALE ROAD SUITE 100 SCOTTSDALE AZ 85255 OUTPATIENT CANCER TREATMENT CENTER CITY OF HOPE CANCER CARE SCOTTSDALE 20159 N SCOTTSDALE ROAD SUITE 100 SCOTTSDALE AZ 85255 OUTPATIENT CANCER TREATMENT CENTER SCHEDULE H, PART I, LINE 7 COSTING METHODOLOGY USED TO CALCULATE FINANCIAL ASSISTANCE SCHEDULE H, PART I, LINES 7A-7D - FINANCIAL ASSISTANCE AND MEANS-TESTED GOVERNMENT PROGRAMS. THE AMOUNTS REPORTED IN THIS SECTION WERE DETERMINED USING COST ACCOUNTING METHODOLOGY THAT CAPTURES THE TRUE COST OF TREATING PATIENTS. THESE AMOUNTS INCLUDE BOTH DIRECT AND INDIRECT COSTS AND INCLUDE ALL PATIENT AND PAYOR SEGMENTS SUCH AS INPATIENT AND OUTPATIENT, PRIVATE INSURANCE, MANAGED CARE, MEDICARE, MEDICAID, OTHER INSURERS, AND THE UNINSURED OR UNDERINSURED. CITY OF HOPE PHOENIX CONTINUES TO MAINTAIN A STRONG COMMITMENT TO CARING FOR ALL MEMBERS OF THE COMMUNITY, ESPECIALLY THE VULNERABLE. SCHEDULE H, PART I, LINES 7E-7F - COMMUNITY HEALTH IMPROVEMENT SERVICES, COMMUNITY BENEFIT OPERATIONS AND HEALTH PROFESSIONS EDUCATION. DURING FISCAL YEAR 2025, CITY OF HOPE PHOENIX INVESTED $647,418 IN WORKFORCE DEVELOPMENT INITIATIVES DESIGNED TO TRAIN AND PREPARE THE NEXT GENERATION OF HEALTHCARE PROVIDERS. THESE EFFORTS FOCUSED PRIMARILY ON NURSING STAFF, RADIATION THERAPISTS, AND OTHER ESSENTIAL SUPPORTIVE CARE TEAMS, OFFERING STRUCTURED CLINICAL EDUCATION, HANDS-ON TRAINING, AND PROFESSIONAL DEVELOPMENT OPPORTUNITIES. PROGRAMS INCLUDED PRECEPTORSHIPS, CONTINUING EDUCATION, AND INTERDISCIPLINARY TRAINING DESIGNED TO STRENGTHEN CLINICAL COMPETENCIES, IMPROVE PATIENT-CENTERED CARE, AND ADDRESS WORKFORCE SHORTAGES. BY SUPPORTING UP-AND-COMING HEALTHCARE PROFESSIONALS IN GAINING CRITICAL SKILLS AND EXPERIENCE, THE HOSPITAL ADVANCED ITS COMMITMENT TO HIGH-QUALITY CARE DELIVERY WHILE CONTRIBUTING TO A SUSTAINABLE AND WELL-PREPARED HEALTHCARE WORKFORCE IN THE COMMUNITY. COMMUNITY HEALTH IMPROVEMENT ACTIVITIES, COMMUNITY BENEFIT OPERATIONS, AND HEALTH PROFESSIONS EDUCATION WERE BASED ON ACTUAL OR ESTIMATED STAFF HOURS AND SALARIES DEVOTED TO THESE ACTIVITIES DURING YEAR 2025, WHICH WAS DETERMINED BASED ON DATA REPORTED BY VARIOUS CITY OF HOPE PHOENIX DEPARTMENTS. SCHEDULE H, PART I, LINE 7H - RESEARCH RESEARCH COSTS WERE DETERMINED USING A DIRECT COST METHODOLOGY AND APPLYING A FEDERALLY APPROVED INDIRECT COST RATE. DIRECT COSTS INCLUDE SALARIES, WAGES AND BENEFITS, SUPPLIES, MATERIALS AND SERVICES RENDERED IN THE PERFORMANCE OF RESEARCH ACTIVITIES SPONSORED THROUGH CITY OF HOPE PHOENIX. DIRECT OFFSETTING REVENUES ARE THOSE REVENUES SUPPORTING THE RESEARCH ACTIVITIES. SCHEDULE H, PART I, LINE 7I - CASH AND IN-KIND CONTRIBUTIONS FOR COMMUNITY BENEFIT CATHOLIC HOSPITAL ASSOCIATION OF UNITED STATES (CHA) GUIDELINES FROM 2022 WERE USED TO DETERMINE WHETHER ACTIVITIES ARE QUALIFIED AS COMMUNITY BENEFITS. CITY OF HOPE PHOENIX PROUDLY SERVED AS A SPONSOR OF THE MATRIARCH MIXER, AN INITIATIVE LED BY THE INDIGENOUS COMMUNITY COLLABORATIVE THAT FOSTERS CONNECTION, VISIBILITY, AND ECONOMIC OPPORTUNITY FOR INDIGENOUS WOMEN ENTREPRENEURS AND PROFESSIONALS. THIS PARTNERSHIP REFLECTS CITY OF HOPE PHOENIX'S COMMITMENT TO ADVANCING COMMUNITY HEALTH AND WELL-BEING THROUGH CULTURALLY RESPONSIVE ENGAGEMENT AND STRATEGIC COLLABORATION WITH ORGANIZATIONS THAT FOCUS ON UNDERREPRESENTED COMMUNITIES. BY SUPPORTING EVENTS THAT CONVENE HUNDREDS OF INDIGENOUS BUSINESSES, ORGANIZATIONS, AND TRIBAL NATIONS, CITY OF HOPE HELPS STRENGTHEN INCLUSIVE NETWORKS THAT CONTRIBUTE TO LONG-TERM COMMUNITY RESILIENCE AND ECONOMIC STABILITY. RECOGNIZING THAT HEALTH OUTCOMES ARE DEEPLY INFLUENCED BY SOCIAL, CULTURAL, AND ECONOMIC FACTORS, CITY OF HOPE PHOENIX VIEWS PARTNERSHIPS LIKE THE MATRIARCH MIXER AS ESSENTIAL TO BUILDING TRUST, EXPANDING OUTREACH, AND ADDRESSING DISPARITIES. THESE COLLABORATIONS CREATE MEANINGFUL OPPORTUNITIES TO ENGAGE DIVERSE POPULATIONS, ELEVATE COMMUNITY VOICES, AND ALIGN RESOURCES TOWARD SHARED GOALS OF EQUITY AND WELLNESS. LOOKING AHEAD, CITY OF HOPE PHOENIX IS COMMITTED TO BUILDING ON THIS FOUNDATION BY DEEPENING EXISTING PARTNERSHIPS AND EXPANDING ENGAGEMENT WITH ADDITIONAL COMMUNITY-BASED ORGANIZATIONS. FUTURE EFFORTS WILL FOCUS ON CO-DEVELOPING PROGRAMMING, INCREASING PARTICIPATION IN COMMUNITY-LED INITIATIVES, AND INVESTING IN SUSTAINABLE COLLABORATIONS THAT AMPLIFY IMPACT ACROSS THE REGION. THROUGH CONTINUED PARTNERSHIP AND SHARED LEADERSHIP, CITY OF HOPE AIMS TO BROADEN ITS REACH AND STRENGTHEN THE COLLECTIVE CAPACITY TO IMPROVE HEALTH OUTCOMES FOR ALL COMMUNITIES IT SERVES. SCHEDULE H, PART II COMMUNITY BUILDING ACTIVITIES DURING FISCAL YEAR 2025, CITY OF HOPE PHOENIX CONTINUED TO FOCUS ON BUILDING THE FOUNDATIONAL INFRASTRUCTURE NECESSARY TO SUPPORT LONG-TERM, COMMUNITY-CENTERED IMPACT. THIS PERIOD WAS MARKED BY INTENTIONAL INVESTMENT IN CAPACITY BUILDING, INCLUDING THE ADDITION OF A DEDICATED STAFF MEMBER WHOSE ROLE IS FOCUSED ON CULTIVATING AND STRENGTHENING COMMUNITY PARTNERSHIPS. THROUGH ACTIVE PARTICIPATION IN KEY REGIONAL COLLABORATIVES-SUCH AS THE SYNAPSE COALITION AND THE HEALTH IMPROVEMENT PARTNERSHIP OF MARICOPA COUNTY-CITY OF HOPE EXPANDED ITS PRESENCE AND DEEPENED RELATIONSHIPS WITH ORGANIZATIONS WORKING TO ADDRESS CRITICAL HEALTH AND SOCIAL NEEDS ACROSS THE REGION. THESE EFFORTS REFLECT A STRATEGIC APPROACH TO ALIGNING WITH EXISTING COMMUNITY-LED INITIATIVES WHILE POSITIONING THE ORGANIZATION FOR SUSTAINED ENGAGEMENT AND IMPACT. LOOKING AHEAD TO FISCAL YEAR 2026, CITY OF HOPE PHOENIX WILL TRANSITION FROM INFRASTRUCTURE DEVELOPMENT TO PROGRAM IMPLEMENTATION. PLANS INCLUDE THE ESTABLISHMENT OF A COMMUNITY BENEFIT ADVISORY COUNCIL TO GUIDE COMMUNITY INVESTMENTS AND ENSURE ALIGNMENT WITH LOCAL PRIORITIES. IN ADDITION, THE ORGANIZATION WILL LAUNCH A GRANT PROGRAM FOCUSED ON SUPPORTING COMMUNITY-BUILDING EFFORTS IN VULNERABLE POPULATIONS THROUGHOUT MARICOPA COUNTY. TOGETHER, THESE INITIATIVES WILL FURTHER STRENGTHEN PARTNERSHIPS, ENHANCE COMMUNITY VOICE IN DECISION-MAKING, AND EXPAND CITY OF HOPE'S ABILITY TO ADDRESS HEALTH DISPARITIES THROUGH COLLABORATIVE, PLACE-BASED STRATEGIES. SCHEDULE H, PART III, LINE 2 BAD DEBT EXPENSE - METHODOLOGY USED TO ESTIMATE AMOUNT CITY OF HOPE PHOENIX'S POLICY INCLUDES THE EVALUATION OF A PATIENT'S ABILITY TO PAY. THE ALLOWANCES FOR CONTRACTUAL DISCOUNTS AND UNCOLLECTIBLE ACCOUNTS HAVE BEEN DETERMINED BASED ON HISTORICAL COLLECTION DATA AND OTHER FACTORS, INCLUDING CHANGES TO CONTRACT TERMS. AS A RESULT OF CERTAIN CHANGES REQUIRED BY ASU 2014-09, THE MAJORITY OF CITY OF HOPE PHOENIX'S PROVISION FOR UNCOLLECTIBLE ACCOUNTS IS RECORDED AS A DIRECT REDUCTION TO NET PATIENT SERVICE REVENUE INSTEAD OF BEING PRESENTED AS A COMPONENT OF EXPENSES ON THE CONSOLIDATED STATEMENTS OF ACTIVITIES FOR THE YEAR ENDED SEPTEMBER 30, 2025. THE ADOPTION OF ASU 2014-09 HAD NO MATERIAL IMPACT ON CITY OF HOPE PHOENIX'S PATIENT RECEIVABLES. SCHEDULE H, PART III, LINE 4 BAD DEBT EXPENSE - FINANCIAL STATEMENT FOOTNOTE CITY OF HOPE PHOENIX'S POLICY INCLUDES THE EVALUATION OF A PATIENT'S ABILITY TO PAY. THE ALLOWANCES FOR CONTRACTUAL DISCOUNTS AND UNCOLLECTIBLE ACCOUNTS HAVE BEEN DETERMINED BASED ON HISTORICAL COLLECTION DATA AND OTHER FACTORS, INCLUDING CHANGES TO CONTRACT TERMS. AS A RESULT OF CERTAIN CHANGES REQUIRED BY ASU 2014-09, THE MAJORITY OF CITY OF HOPE PHOENIX'S PROVISION FOR UNCOLLECTIBLE ACCOUNTS IS RECORDED AS A DIRECT REDUCTION TO NET PATIENT SERVICE REVENUE INSTEAD OF BEING PRESENTED AS A COMPONENT OF EXPENSES ON THE CONSOLIDATED STATEMENTS OF ACTIVITIES FOR THE YEAR ENDED SEPTEMBER 30, 2025. THE ADOPTION OF ASU 2014-09 HAD NO MATERIAL IMPACT ON CITY OF HOPE PHOENIX'S PATIENT RECEIVABLES. SCHEDULE H, PART III, LINE 8 COMMUNITY BENEFIT & METHODOLOGY FOR DETERMINING MEDICARE COSTS IN ADDITION TO BEING AN NCI-DESIGNATED COMPREHENSIVE CANCER CENTER, CITY OF HOPE IS A FOUNDING MEMBER OF THE NATIONAL COMPREHENSIVE CANCER NETWORK (NCCN), AN ALLIANCE OF 34 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, CITY OF HOPE PHOENIX TREATS A HIGH PROPORTION OF MEDICARE PATIENTS. THAT FACT, COMBINED WITH THE HIGH COST OF COMPLEX CARE, MEANS THAT CITY OF HOPE PHOENIX BEARS SIGNIFICANT UNREIMBURSED MEDICARE EXPENSES. RECOGNIZING CITY OF HOPE PHOENIX'S EXTRAORDINARY CONTRIBUTIONS TO CANCER CARE, RESEARCH, EDUCATION AND POPULATION HEALTH, CITY OF HOPE PHOENIX'S MEDICARE SHORTFALL SHOULD BE CONSIDERED A COMMUNITY BENEFIT. IN ADDITION TO THE MEDICARE SHORTFALL AMOUNT INCLUDED ON SCHEDULE H, PART III, SECTION B, MEDICARE, LINE 7, CITY OF HOPE PHOENIX INCURS ADDITIONAL COSTS IN THE TREATMENT OF MEDICARE PATIENTS FOR WHICH MEDICARE EXCLUDES FROM THE CALCULATION OF ALLOWABLE COSTS. THIS AMOUNT TOTALED APPROXIMATELY $1,601,850 FOR FISCAL YEAR 2025 AND HAS NOT BEEN INCLUDED IN THE TOTALS ON SCHEDULE H, PART III, LINE 7. INCLUDING THE AMOUNT ON SCHEDULE H, PART III, LINE 7, THE TOTAL SHORTFALL CITY OF HOPE PHOENIX INCURS FOR MEDICARE PATIENTS TOTALED APPROXIMATELY $19,503,175. CITY OF HOPE PHOENIX BELIEVES THAT THESE COSTS SHOULD BE CONSIDERED A COMMUNITY BENEFIT. 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 COST TO CHARGES. ROUTINE SERVICES ARE BASED ON DIRECT ROUTINE COSTS AND ARE ALLOCATED BASED ON THE MEDICARE PATIENT DAYS AS A PERCENT OF CITY OF HOPE PHOENIX'S TOTAL PATIENT DAYS. SCHEDULE H, PART III, LINE 9B COLLECTION PRACTICES FOR PATIENTS ELIGIBLE FOR FINANCIAL ASSISTANCE PATIENT ACCOUNTS ARE NOT SENT TO COLLECTION WITHOUT GIVING PATIENTS ADEQUATE TIME TO BE EVALUATED OR RE-EVALUATED FOR FINANCIAL ASSISTANCE OR TO DEVELOP ALTERNATIVE PAYMENT ARRANGEMENTS. PATIENT ACCOUNTS WILL NOT BE SENT TO COLLECTION WHILE PENDING COMPLETION OF FINANCIAL COUNSELING. A PATIENT WILL BE GIVEN AT LEAST SEVEN BUSINESS DAYS NOTICE BEFORE HIS OR HER ACCOUNT IS SENT TO A COLLECTION AGENCY. NEITHER CITY OF HOPE PHOENIX 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 CITY OF HOPE PHOENIX'S POLICY IN WRITING AND THE CHARITY CARE POLICY IS INCORPORATED BY REFERENCE IN COLLECTION CONTRACTS WITH SUCH AGENCIES. CITY OF HOPE PHOENIX RECEIVES WRITTEN ASSURANCES FROM THESE AGENCIES THAT THEY WILL ADHERE TO CITY OF HOPE PHOENIX'S STANDARDS. SCHEDULE H, PART V, SECTION B, LINE 16A FAP WEBSITE - WESTERN REGIONAL MEDICAL CENTER, INC.: LINE 16A URL: CANCERCENTER.ORG/LOCATIONS/PHOENIX/FINANCIAL-ASSISTANCE; SCHEDULE H, PART V, SECTION B, LINE 16B FAP APPLICATION WEBSITE - WESTERN REGIONAL MEDICAL CENTER, INC.: LINE 16B URL: CANCERCENTER.ORG/LOCATIONS/PHOENIX/FINANCIAL-ASSISTANCE; SCHEDULE H, PART V, SECTION B, LINE 16C FAP PLAIN LANGUAGE SUMMARY WEBSITE - WESTERN REGIONAL MEDICAL CENTER, INC.: LINE 16C URL: CANCERCENTER.ORG/LOCATIONS/PHOENIX/FINANCIAL-ASSISTANCE; SCHEDULE H, PART VI, LINE 2 NEEDS ASSESSMENT THE COMMUNITY HEALTH NEEDS ASSESSMENT AND IMPLEMENTATION STRATEGY WERE APPROVED BY THE CITY OF HOPE PHOENIX BOARD 05/17/24 AND 9/13/24 RESPECTIVELY. DURING FY2025, CITY OF HOPE PHOENIX ENGAGED THE PROCESS OF IDENTIFYING COMMUNITY BENEFIT ADVISORY COUNCIL MEMBERSHIP, EXTERNAL AND INTERNAL PARTNERS IN THE SUPPORT AND EXECUTION OF PROGRAMMING THAT ADDRESSES THE PRIORITIZED NEEDS OF THE CURRENT IMPLEMENTATION STRATEGY. OVERSIGHT TO ENSURE CITY OF HOPE PHOENIX'S REPORTABLE COMMUNITY BENEFIT PROGRAMS AND SERVICES ARE TARGETING THE NEEDS IDENTIFIED IN THE 2024 NEEDS ASSESSMENT, THE CBAC WILL MEET FOUR TIMES A YEAR, STARTING IN FY26. THE CBAC MEMBERS ARE INDIVIDUALS THAT REPRESENT THE LOCAL COMMUNITY WITH THE FOLLOWING AREAS OF EXPERTISE THAT HELP GUIDE TRANSPARENT COMMUNITY BENEFIT PROGRAMMING. EACH CBAC MEMBER MUST HAVE ONE OF THE FOLLOWING TALENTS AND/OR EXPERIENCES: - RESIDENCE IN A LOCAL COMMUNITY WITH A DISPROPORTIONATE PERCENTAGE OF UNMET HEALTH RELATED NEEDS - KNOWLEDGE AND EXPERTISE IN PRIMARY DISEASE PREVENTION - EXPERIENCE WORKING WITH LOCAL NONPROFIT COMMUNITY-BASED ORGANIZATIONS - KNOWLEDGE AND EXPERTISE IN EPIDEMIOLOGY - EXPERTISE IN THE ANALYSIS OF SERVICE UTILIZATION AND POPULATION HEALTH DATA MEMBERSHIP IN THE PHOENIX CBAC IS MADE UP OF REPRESENTATIVES FROM THE FOLLOWING ORGANIZATIONS: - MARICOPA COUNTY PUBLIC HEALTH CITY OF GOOD YEAR COMMUNITY SERVICES - HEALTHY COMMUNITIES INITIATIVES - CITY OF TOLLESON COMMUNITY SERVICES - R.A.L. ASSOCIATES - LEADER UNDERSERVED COMMUNITIES - RIVERSIDE ELEMENTARY SCHOOL DISTRICT - GOODYEAR POLICE - FORMER ARIZONA STATE REPRESENTATIVE - PUBLIC HEALTH ADVOCATE FISCAL YEAR 2025 ENCOMPASSED THE IDENTIFICATION AND RECRUITMENT OF CBAC MEMBERS. MONITORING AND EVALUATION WE BELIEVE THAT TAKING A BUSINESS APPROACH TO PLANNING AND EVALUATING THE IDENTIFIED INITIATIVES WILL ENSURE THEIR LONG-TERM SUSTAINABILITY. WE REALIZE THAT EVALUATION IS NECESSARY TO MEASURE SUCCESS, AS WELL AS TO IDENTIFY AREAS NEEDING IMPROVEMENT. THE PROCESS CAN RESULT IN MORE EFFECTIVE INITIATIVES. CITY OF HOPE IS WORKING TO IDENTIFY THE BEST METHODS OF MONITORING AND EVALUATING THE IMPACT OF THE INITIATIVES IDENTIFIED IN THIS DOCUMENT. IN ORDER TO EFFICIENTLY DEPLOY RESOURCES AND MAXIMIZE RESULTS, CITY OF HOPE'S ANNUAL BUDGET WILL INCLUDE THE OPERATING FUNDS REQUIRED TO MANAGE, TRACK AND REPORT ON THE OUTCOMES AND IMPACTS OF ALL COMMUNITY BENEFIT PROGRAMS AND INITIATIVES. SCHEDULE H, PART VI, LINE 3 PATIENT EDUCATION OF ELIGIBILITY FOR ASSISTANCE CITY OF HOPE PHOENIX IS COMMITTED TO BUILDING AWARENESS OF THE FINANCIAL ASSISTANCE POLICY THROUGH A VARIETY OF MECHANISMS INCLUDING BUT NOT LIMITED TO: VISIBLE SIGNAGE WITHIN CITY OF HOPE PHOENIX (SUCH AS POSTERS OR NOTICES IN KEY ADMITTING AND REGISTRATION AREAS, POINT OF SERVICE BROCHURES IN WAITING AREAS); CITY OF HOPE PHOENIX'S WEBSITE; IN ROUTINE, WRITTEN NOTIFICATION GIVEN AT THE TIME OF ADMISSION TO CITY OF HOPE PHOENIX; AND IN BILL STATEMENTS SHOWING OUTSTANDING PATIENT SELF-PAY BALANCES. ALL NOTICES WILL INCLUDE A TOLL-FREE NUMBER AND INFORMATION ON HOW TO ACCESS A CITY OF HOPE PHOENIX FINANCIAL REPRESENTATIVE. CITY OF HOPE PHOENIX WILL ALSO PROVIDE A PAPER OR ELECTRONIC COPY OF THIS FINANCIAL ASSISTANCE POLICY UPON REQUEST. SCHEDULE H, PART VI, LINE 4 COMMUNITY INFORMATION CITY OF HOPE PHOENIX SERVES RESIDENTS ACROSS MARICOPA COUNTY WITH SPECIALTY TREATMENT AND CARE, THEREFORE MARICOPA COUNTY IS DEFINED AS CITY OF HOPE PHOENIX'S PRIMARY SERVICE AREA (PSA). IN THIS REPORT, DATA WILL BE PROVIDED FOR CITY OF HOPE PHOENIX'S PSA (MARICOPA COUNTY) WHICH REPRESENTS THE ZIP CODES WHERE MORE THAN 75% OF CITY OF HOPE PHOENIX'S PATIENTS RESIDE. ASSESSMENT, PROCESS, AND METHODS HEALTH NEEDS FOR CITY OF HOPE PHOENIX WERE IDENTIFIED THROUGH THE REVIEW OF COMBINED ANALYSIS, INCLUDING PRIMARY AND SECONDARY DATA SOURCES. PRIMARY DATA SOURCES INCLUDE THE 2019 AND 2021 COMMUNITY SURVEYS AND FOCUS GROUPS CONDUCTED BY MCDPH. THE FIRST ROUND OF COMMUNITY DATA COLLECTION OCCURRED IN THE FALL OF 2019 AND INCLUDED A COMMUNITY SURVEY AND FOCUS GROUPS. IN RESPONSE TO THE SEVERE CHANGES IN THE COMMUNITY HEALTH LANDSCAPE DUE TO THE COVID-19 PANDEMIC, A SUPPLEMENTAL SURVEY AND FOCUS GROUP CYCLE WERE CONDUCTED IN THE SUMMER OF 2021. IN BOTH ROUNDS OF DATA COLLECTION, FOCUS GROUPS PRIORITIZED RECRUITMENT OF UNDERREPRESENTED AND UNDERSERVED POPULATIONS TO IDENTIFY COMMUNITY CONCERNS AND ASSETS. SECONDARY DATA SOURCES INCLUDE HEALTH AND SOCIAL INDICATORS FROM LOCAL, STATE, AND NATIONAL SOURCES THAT ENCOMPASS HEALTH OUTCOMES, ECONOMIC FACTORS, HEALTH BEHAVIORS, PHYSICAL ENVIRONMENT AND HEALTH CARE DELIVERY. PRIORITY HEALTH NEEDS THE IDENTIFIED SIGNIFICANT COMMUNITY NEEDS WERE PRIORITIZED WITH INPUT FROM INTERVIEWS AND FOCUS GROUPS WITH COMMUNITY STAKEHOLDERS. SIGNIFICANT HEALTH NEEDS TOP PRIORITIES WERE DETERMINED THROUGH A CROSS-SECTIONAL ASSESSMENT OF POPULATION DATA, COMMUNITY SURVEY AND FOCUS GROUP DATA, AND CITY OF HOPE PHOENIX MISSION AND RESOURCES. TO DETERMINE MAGNITUDE AND SEVERITY OF POTENTIAL NEEDS, HEALTH INDICATORS IDENTIFIED IN THE SECONDARY DATA COLLECTION WERE MEASURED AGAINST BENCHMARK STATE DATA, RANKED AMONG COMPARABLE INDICATORS, AND EVALUATED FOR TRENDS OVER TIME. HEALTH INDICATORS SUBSTANTIALLY HIGHER THAN BENCHMARK DATA WERE CONSIDERED TO HAVE MET THE MAGNITUDE OR SEVERITY CRITERIA. A TOTAL OF 32 HEALTH AND SOCIAL INDICATORS WERE ESTABLISHED IN COLLABORATION WITH CITY OF HOPE PHOENIX. COMMUNITY MEMBERS ACROSS MARICOPA COUNTY WERE ASKED TO IDENTIFY AND VALIDATE "HIGHEST IMPACT" COMMUNITY AND HEALTH ISSUES THROUGH SURVEYS, FOCUS GROUPS, AND KEY INFORMANT INTERVIEWS. MCDPH CROSS-REFERENCED INPUT FROM THE COMMUNITY WITH PRIMARY SERVICE AREA SPECIFIC POPULATION DATA TO IDENTIFY ISSUES OF SIGNIFICANCE AT BOTH THE POPULATION- AND INDIVIDUAL- LEVEL. THROUGH A SERIES OF PRESENTATIONS AND CONVERSATIONS WITH CITY OF HOPE PHOENIX, THE SYNAPSE AND HIPMC COALITIONS, AND COMMUNITY HEALTH LEADERS INTERPRETED THE MULTIMODAL DATA THROUGH THE LENS OF THEIR ORGANIZATION'S MISSION AND SCOPE OF INFLUENCE. - MENTAL AND BEHAVIORAL ILLNESS AND SUBSTANCE USE - CHRONIC DISEASE - CANCER - HEALTH BEHAVIORS - ACCESS TO HEALTH CARE - SOCIAL DETERMINANTS OF HEALTH ON JULY 9, 2024, SEVEN COMMUNITY MEMBERS JOINED THE MARICOPA COUNTY HEALTH DEPARTMENT'S SYNAPSE TEAM AND CITY OF HOPE STAFF IN REVIEWING THE SIGNIFICANT NEEDS IDENTIFIED IN THE RECENT COMMUNITY HEALTH NEEDS ASSESSMENT (CHNA). THE SYNAPSE TEAM LED BOTH THE DATA PRESENTATION AND THE PRIORITIZATION PROCESS. USING THE PRIORITIZATION CRITERIA ABOVE AND THE MENTI APP, COMMUNITY MEMBERS WERE ASKED TO RATE, ON A SCALE OF 1 TO 4, THE IMPORTANCE THEY BELIEVED THE DATA TO IMPACT BASED ON POPULATION DATA, COMMUNITY EXPRESSED NEED, PRACTICALITY AND PARTNERS ALIGNMENT. DATA WAS ANALYZED LIVE AND A LIST OF THE SIX IDENTIFIED NEEDS WAS PRESENTED. THE STAKEHOLDERS WERE THEN ASKED TO VALIDATE A FINAL LIST OF FOUR. THIS REQUIRED ROBUST DISCUSSIONS AROUND THE SIX INDICATORS AND EVENTUALLY RESULTED IN THE FOUR LISTED BELOW. 2024 STAKEHOLDER PRIORITIZED HEALTH NEEDS RANKED HEALTH NEEDS: 1. MENTAL HEALTH 2. SOCIAL DETERMINANTS OF HEALTH 3. CANCER 4. ACCESS TO CARE DURING THE STRATEGY DISCUSSION, LED BY CITY OF HOPE, THE COMMUNITY MEMBERS NOTED THAT BY ADDRESSING ANY ONE OF THESE ISSUES, WE COULD ALSO TACKLE MANY OTHERS, GIVEN THE INTERCONNECTEDNESS BETWEEN ROOT CAUSES AND CONDITIONS; INCLUDING THE TWO THAT DID NOT MAKE THE TOP FOUR, HEALTH BEHAVIORS AND SOCIAL DETERMINANTS OF HEALTH. THEY ALSO EMPHASIZED THE NEED FOR PARTNERSHIPS. "WHEN WE GET THE RIGHT PEOPLE AT THE TABLE, WE WILL ENCUMBER THE RESOURCES NEEDED TO ADDRESS PROGRAMS." BRINGING TO LIGHT THE DESIRE FOR SUSTAINABILITY BETWEEN ALL EFFORTS. SCHEDULE H, PART VI, LINE 5 PROMOTION OF COMMUNITY HEALTH CITY OF HOPE PHOENIX ("THE HOSPITAL") OFFERS MEDICAL CARE LIMITED TO SPECIAL CONDITIONS UNLIKELY TO NECESSITATE EMERGENCY CARE AND THEREFORE DOES NOT MAINTAIN AN EMERGENCY ROOM; NEVERTHELESS, THE HOSPITAL WILL OPERATE FOR THE BENEFIT OF ITS COMMUNITY. THE HOSPITAL INTENDS TO USE SURPLUS FUNDS FROM ITS ANNUAL INCOME TO IMPROVE THE QUALITY OF PATIENT CARE, EXPAND ITS FACILITIES, OR ADVANCE ITS MEDICAL TRAINING, EDUCATION, AND RESEARCH PROGRAMS. THE HOSPITAL FUNDED AN ESTIMATED $647,418 IN TRAINING PROGRAMS DURING FISCAL YEAR 2025. CONTROL OF THE HOSPITAL RESTS WITH ITS BOARD OF DIRECTORS, WHICH IS COMPOSED OF INDEPENDENT CIVIC LEADERS WHO SIT ON THE BOARD OF THE HOSPITAL'S PARENT ORGANIZATION, COH HOLDCO INC.-A SUPPORTING ORGANIZATION THAT MEETS THE REQUIREMENTS OF SECTION 509(A)(3). IN THE FUTURE, THE HOSPITAL MAY RECEIVE DISTRIBUTIONS OF FUNDS FROM COH HOLDCO. SCHEDULE H, PART VI, LINE 6 AFFILIATED HEALTH CARE SYSTEM CITY OF HOPE PHOENIX IS PART OF THE CITY OF HOPE SYSTEM, WHICH IS A WORLD-RENOWNED PIONEER IN CANCER RESEARCH, TREATMENT AND PREVENTION. THE CITY OF HOPE SYSTEM SERVES CLOSE TO 160,000 PATIENTS EACH YEAR AND INCLUDES A NATIONAL CANCER INSTITUTE- DESIGNATED COMPREHENSIVE CANCER CENTER IN LOS ANGELES COUNTY, CALIFORNIA; A NEW STATE-OF- THE-ART CANCER CENTER IN ORANGE COUNTY, CALIFORNIA WHICH OPENED IN 2022 AND A NEW CANCER SPECIALTY HOPSITAL IN ORANGE COUNTY WHICH OPENED IN 2025; AN EXPANSION IN 2022 WITH THE ACQUISITION OF NEW CANCER CENTERS IN ARIZONA, ILLINOIS AND GEORGIA; AND NEARLY 40 CLINICAL NETWORK LOCATIONS. MOREOVER, CITY OF HOPE HAS BEEN RANKED AS ONE OF THE NATION'S BEST HOSPITALS IN CANCER BY US NEWS & WORLD REPORT FOR NEARLY TWO DECADES. THE EXPANSION OF THE CITY OF HOPE SYSTEM ACROSS MULTIPLE STATES HAS MADE ITS LEADING-EDGE RESEARCH AND TREATMENT ACCESSIBLE TO MORE PATIENTS AND COMMUNITIES ACROSS THE COUNTRY. TO FURTHER DELIVER OPTIMAL CARE TO AND ENHANCE THE HEALTH OF THE LOCAL COMMUNITIES IT SERVES, THE CITY OF HOPE SYSTEM HAS FOSTERED UNIQUE RELATIONSHIPS WITH THOSE LOCAL COMMUNITIES, INCLUDING THROUGH PARTNERSHIPS AND OTHER COLLABORATIVE EFFORTS. OVER THE COURSE OF THE NEXT YEAR, THE CITY OF HOPE SYSTEM WILL USE THE COMMUNITY HEALTH NEEDS ASSESSMENTS AND IMPLEMENTATION STRATEGY TO CONTINUE INNOVATIVE PROGRAMMING WHICH SEEKS TO FURTHER IMPROVE COMMUNITY HEALTH, ENHANCE WORKFORCE DEVELOPMENT, BUILD COMMUNITY, SUPPORT HEALTH CARE AND RESEARCH, DEVELOP EDUCATIONAL AND TRAINING PROGRAMS, AND PROMOTE EQUITABLE ACCESS TO CANCER CARE. SCHEDULE H, PART VI, LINE 7 STATE FILING OF COMMUNITY BENEFIT REPORT AZ X true true X X X X X false true false false false false false true false MARK HULSE FORMER CHIEF DIGITAL OFFICER 8324 158168 3750 71250 2811 53405 503 9557 269 5110 15657 297490 6001 114023 JENNIFER PARKHURST FORMER OFFICER 0 221089 0 150000 0 840906 0 16140 0 21886 0 1250021 0 77629 ALAN BRYCE MARKET PRESIDENT - PHOENIX (FROM 09/25)/CHIEF CLINICAL OFFICER 731561 0 124500 0 63540 0 13800 0 17533 0 950934 0 0 0 CRISTIN OCALLAHAN SECRETARY/GENERAL COUNSEL 36375 691121 29133 553526 2245 42651 10807 205337 1741 33078 80301 1525713 6561 124663 YVETTE TREMONTI TREASURER/CHIEF FINANCIAL OFFICER 24832 471816 17929 340655 446 8466 3469 65917 933 17721 47609 904575 0 0 KEVIN TULIPANA MARKET PRESIDENT - PHOENIX (UNTIL 05/25) 437021 0 90350 0 4818 0 15451 0 28750 0 576390 0 0 0 SARAH COSSETTE VP PATIENT CARE SERVICES AND CHIEF NURSING OFFICER 222115 0 31876 0 208 0 10160 0 8447 0 272806 0 0 0 DEBRA F FIELDS EXEC VP & CHIEF TRANSFORMATION OFC 51721 982686 40780 774820 4159 79026 12606 239518 2160 41045 111426 2117095 10571 200849 WILLIAM LAING VP, FINANCE 247856 0 37536 0 176 0 11541 0 6871 0 303980 0 0 0 KEVIN MANEMANN PRESIDENT (06/25-09/25)/EVP & CHIEF INTEGRATION OFFCR 100400 903597 78066 702594 538 4844 19007 171061 3702 33319 201713 1815415 0 0 SIMON NAZARIAN CHIEF DIGITAL OFFICER 14709 279463 30000 570000 135 2573 1615 30677 332 6304 46791 889017 0 0 JEFFREY SIUPIK CHIEF OPERATING OFFICER, PHOENIX (UNTIL 03/25) 335076 0 75047 0 1496 0 0 0 7467 0 419086 0 0 0 ROBERT W STONE COH PRESIDENT & CEO 108509 2061666 185632 3527018 10141 192684 50269 955106 1242 23593 355793 6760067 36051 684964 HARLAN ALCON LEVINE PRES, HLTH INNOVATION & POLICY 56154 1066912 48690 925117 5415 102887 13344 253532 1240 23554 124843 2372002 11726 222801 KRISTIN BERTELL CHIEF PHILANTHROPY OFFICER 25161 737308 18701 547998 1709 50071 6642 194627 1294 37913 53507 1567917 5057 148178 JO ANN ESCASA-HAIGH CHIEF BUSINESS OFFICER 47069 1129651 31845 764284 692 16608 9310 223449 992 23800 89908 2157792 0 0 VIJAY TRISAL MD SYSTEM CHIEF CLINICAL OFFICER 26995 791047 12625 369939 1907 55892 3081 90285 1259 36889 45867 1344052 1833 53704 MARCELLUS R VAN DEN BRINK MD PHD COHNMC PRESIDENT & CHF PHYS EXEC 14986 1483628 6409 634531 605 59873 3469 343401 231 22881 25700 2544314 0 0 SCHEDULE J, PART I, LINE 1A FIRST-CLASS OR CHARTER TRAVEL CITY OF HOPE PHOENIX PERMITS FIRST CLASS TRAVEL FOR CERTAIN OFFICERS, DIRECTORS, AND KEY EXECUTIVES IN LIMITED CIRCUMSTANCES WHEN SPECIFIED TRAVEL CRITERIA ARE MET. SCHEDULE J, PART I, LINE 4B SUPPLEMENTAL NONQUALIFIED RETIREMENT PLAN CERTAIN INDIVIDUALS PARTICIPATED IN CITY OF HOPE'S NON-QUALIFIED SECTION 457(F) EXECUTIVE SUPPLEMENTAL ACCUMULATION PLAN THAT IS DESIGNED AND MAINTAINED TO PROVIDE A SELECT GROUP OF MANAGEMENT OR HIGHLY COMPENSATED EMPLOYEES WITH DEFERRED COMPENSATION. THE PLAN VESTS AFTER THREE (3) FISCAL YEARS OF SERVICE AND THE VESTED TOTALS ARE INCLUDED IN SCHEDULE J, PART II, COLUMN (B)(III). PRIOR TO VESTING, THE ANNUAL AMOUNTS ARE INCLUDED IN SCHEDULE J, PART II, COLUMN (C). PURSUANT TO THE PLAN DOCUMENT, VESTED PARTICIPANTS ARE ENTITLED TO WITHDRAW FROM THEIR VESTED ACCOUNT AN AMOUNT EQUAL TO THE FEDERAL, STATE, LOCAL AND FICA TAXES THEY OWE. THESE AMOUNTS ARE REMITTED TO THE APPROPRIATE TAXING AUTHORITIES ON BEHALF OF THE PARTICIPANTS. FOR CALENDAR YEAR 2024, NO INDIVIDUALS WITHDREW AMOUNTS TO COVER SUCH TAXES. SCHEDULE J, PART I, LINE 7 NON-FIXED PAYMENTS CITY OF HOPE PHOENIX'S EXECUTIVES AND CERTAIN KEY EMPLOYEES ARE ELIGIBLE TO RECEIVE INCENTIVE COMPENSATION UNDER AN ANNUAL INCENTIVE PLAN (AIP) TIED TO ORGANIZATIONAL KEY PERFORMANCE INDICATORS AND INDIVIDUAL OBJECTIVES. THE KEY PERFORMANCE INDICATORS REFLECT KEY AREAS OF STRATEGIC FOCUS AND THE EXEMPT HEALTHCARE MISSION OF CITY OF HOPE AND AFFILIATES AND ARE BOTH FINANCIAL AND NON-FINANCIAL. THE POTENTIAL INCENTIVE COMPENSATION IS BASED ON A WEIGHTED AVERAGE AMONG ALL INDICATORS AND IS PAID AS A PERCENTAGE OF EACH INDIVIDUAL PARTICIPANT'S BASE COMPENSATION. THE KEY PERFORMANCE INDICATORS ARE WEIGHTED BASED ON THE PARTICIPANT'S PRIMARY AREA(S) OF RESPONSIBILITY, WITH ORGANIZATIONAL KEY PERFORMANCE INDICATORS WEIGHTED FROM 70 PERCENT TO 90 PERCENT, AND THE INDIVIDUAL OBJECTIVES WEIGHTED FROM 10 PERCENT TO 30 PERCENT. THE AIP IS UNDER THE CONTROL OF, AND ADMINISTERED BY, THE INDEPENDENT DIRECTORS SERVING ON THE EXECUTIVE COMPENSATION AND GOVERNANCE COMMITTEE. TO BE ELIGIBLE, THE PARTICIPANTS IN THE AIP MUST BE EMPLOYED BY CITY OF HOPE AT THE TIME OF THE INCENTIVE PLAN PAYMENT, AND BE MEETING OR EXCEEDING PERFORMANCE EXPECTATIONS. CITY OF HOPE MAY, IN ITS DISCRETION, CANCEL ALL OR A PORTION OF ANY INCENTIVE PLAN PAYMENT OR AWARD TO ANY PARTICIPANT, WHETHER BEFORE OR FOLLOWING PAYMENT OF SUCH AWARD, SUBJECT TO COMPLIANCE WITH APPLICABLE LAW, UNDER THE FOLLOWING CIRCUMSTANCES (CANCELLATION POLICY): A) AN INCENTIVE PLAN PAYMENT OR AWARD IS MADE FOR A FISCAL PERIOD AND CITY OF HOPE SUBSEQUENTLY RESTATES OR OTHERWISE ADJUSTS THE ANNUAL PERFORMANCE MEASUREMENT CALCULATION IN A MANNER THAT WOULD REDUCE THE SIZE OF THE AWARD OR PAYMENT, OR; B) AN INCENTIVE PLAN PAYMENT OR AWARD IS MADE FOR A FISCAL PERIOD AND CITY OF HOPE SUBSEQUENTLY DETERMINES THAT ONE OR MORE OF THE ANNUAL PERFORMANCE MEASUREMENT CALCULATIONS ON WHICH THE AWARD IS BASED OR IS PAID ARE MATERIALLY INACCURATE. THE AIP INCENTIVE COMPENSATION EARNED FOR FISCAL YEAR 2024 WAS PAID IN CALENDAR YEAR 2024 AND THESE AMOUNTS HAVE BEEN REPORTED IN SCHEDULE J, PART II, COLUMN (B)(II). ADDITIONALLY, CITY OF HOPE HAS AN EXECUTIVE LONG-TERM INCENTIVE (LTI) PLAN FOR CERTAIN EXECUTIVES WHICH IS DESIGNED TO DRIVE LONG-TERM ORGANIZATIONAL PERFORMANCE AND TRANSFORMATION BY ALIGNING EXECUTIVES WITH THE MULTI-YEAR STRATEGIC PLAN AND INCENTIVIZING THEM FOR ACHIEVING KEY ORGANIZATIONAL AND STRATEGIC OBJECTIVES AND GOALS. WITH THREE-YEAR VESTING PERIODS, THE PLAN ALSO PROVIDES A MEANS FOR RETAINING KEY EXECUTIVE TALENT. THE PERFORMANCE PERIOD OF THE PLAN (CYCLE 10) RAN FROM OCTOBER 1, 2021 THROUGH SEPTEMBER 30, 2024 WITH A NEW THREE-YEAR PERFORMANCE PERIOD BEGINNING EACH OCTOBER 1ST THEREAFTER (E.G., CYCLE 11 RUNS FROM OCTOBER 1, 2022 THROUGH SEPTEMBER 30, 2025). TO BE ELIGIBLE TO PARTICIPATE IN ANY PAYOUT UNDER THE PLAN, PARTICIPANTS MUST BE ACTIVELY EMPLOYED BY CITY OF HOPE AT THE TIME OF THE INCENTIVE PLAN PAYMENT, AND BE MEETING OR EXCEEDING PERFORMANCE EXPECTATIONS. WHILE THE PLAN DOES MEET THE REQUIREMENTS FOR A SUBSTANTIAL RISK OF FORFEITURE, AS OF THE CALENDAR YEAR ENDING DECEMBER 31, 2024, THE POTENTIAL LTI AMOUNTS HAVE BEEN ESTIMATED AND ACCRUED DURING THE CURRENT TAX YEAR AND ARE REPORTED AS DEFERRED COMPENSATION TO THE PLAN PARTICIPANTS IN SCHEDULE J, PART II, COLUMN (C). THE LTI PLAN IS SUBJECT TO THE SAME CANCELLATION POLICY AS THE AIP DESCRIBED PREVIOUSLY. PARTICIPANTS WHO MET THE ELIGIBILITY CRITERIA RECEIVED A PAYOUT OF PLAN CYCLE 10 LTI INCENTIVES (OCTOBER 1, 2021 THROUGH SEPTEMBER 30, 2024) IN DECEMBER 2024. THESE AMOUNTS HAVE BEEN REFLECTED IN SCHEDULE J, PART II, COLUMN (B)(II). FORM 990, PART III, LINE 1 ORGANIZATION'S MISSION WESTERN REGIONAL MEDICAL CENTER, INC. (CITY OF HOPE PHOENIX) IS PART OF AN INTEGRATED SYSTEM KNOWN AS CITY OF HOPE THAT COLLECTIVELY REFERS TO CITY OF HOPE, CITY OF HOPE NATIONAL MEDICAL CENTER (MEDICAL CENTER), CITY OF HOPE MEDICAL FOUNDATION (MEDICAL FOUNDATION), THE TRANSLATIONAL GENOMICS RESEARCH INSTITUTE AND ITS AFFILIATES, THE TRANSLATIONAL GENOMICS RESEARCH INSTITUTE FOUNDATION, SOUTHERN CALIFORNIA RADIATION ONCOLOGY, LLC, ACCESSHOPE, LLC, THE BECKMAN RESEARCH INSTITUTE OF THE CITY OF HOPE (BECKMAN RESEARCH INSTITUTE), MIDWESTERN REGIONAL MEDICAL CENTER, INC. (CITY OF HOPE CHICAGO), SOUTHEASTERN REGIONAL MEDICAL CENTER, INC. (CITY OF HOPE ATLANTA), AND COH HOLDCO INC. (COH HOLDCO). FORM 990, PART V, LINE 1A NUMBER REPORTED IN BOX 3 OF FORM 1096 ALL REQUIRED INFORMATIONAL RETURNS (I.E. FORMS 1099-NEC, FORMS 1099-MISC, ETC.) FOR CALENDAR YEAR 2024 WERE FILED BY CTCA GLOBAL, LLC (FEIN 46-5659341). FOR FEDERAL TAX PURPOSES, CTCA GLOBAL, LLC IS TREATED AS A DISREGARDED ENTITY OF COH HOLDCO (FEIN 87-3651176), CITY OF HOPE PHOENIX'S PARENT ORGANIZATION. FORM 990, PART V, LINE 2A COMMON PAYMASTER ARRANGEMENT MOST OF CITY OF HOPE'S OFFICERS AND KEY EMPLOYEES, AS WELL AS A FEW OF ITS HIGHEST COMPENSATED EMPLOYEES, PROVIDE SERVICES TO MORE THAN ONE CITY OF HOPE ENTITY, AND MANY OF THEM PROVIDE SERVICES TO ALL OF THE ENTITIES. FOR A NUMBER OF THESE CONCURRENTLY EMPLOYED INDIVIDUALS, THE ENTITIES HAVE DESIGNATED THE MEDICAL CENTER AS A "COMMON PAYMASTER" DEFINED IN SECTION 3121(S) OF THE INTERNAL REVENUE CODE. CITY OF HOPE REPORTS THESE CONCURRENT EMPLOYEES' TIME EFFORT AND COMPENSATION ON THE INFORMATION RETURNS OF CITY OF HOPE ENTITIES BASED ON THE INDIVIDUAL'S ESTIMATE OF THEIR TIME SPENT IN AND FOR EACH ENTITY. AS "COMMON PAYMASTER", THE MEDICAL CENTER ISSUES EACH OF THESE EMPLOYEES A SINGLE COMBINED PAYCHECK AND ONE FORM W-2. FORM 990, PART VI, LINE 2 FAMILY/BUSINESS RELATIONSHIPS AMONGST INTERESTED PERSONS RONALD SARGENT AND SUZANNE VAUTRINOT - BUSINESS RELATIONSHIP FORM 990, PART VI, LINE 6 CLASSES OF MEMBERS OR STOCKHOLDERS COH HOLDCO (FEIN: 87-3651176) IS THE SOLE CORPORATE MEMBER OF CITY OF HOPE PHOENIX (THE "HOSPITAL"). FORM 990, PART VI, LINE 7A MEMBERS OR STOCKHOLDERS ELECTING MEMBERS OF GOVERNING BODY COH HOLDCO, AS THE SOLE CORPORATE MEMBER OF THE HOSPITAL, ELECTS THE HOSPITAL'S BOARD OF DIRECTORS. ADDITIONALLY, COH HOLDCO HAS THE POWER TO APPOINT DIRECTORS TO THE BOARD WHEN VACANCIES ARISE AND MAY ALSO REMOVE ANY DIRECTOR(S) FROM OFFICE, WITH OR WITHOUT CAUSE. FORM 990, PART VI, LINE 7B DECISIONS REQUIRING APPROVAL BY MEMBERS OR STOCKHOLDERS CERTAIN ACTIONS MAY NOT BE UNDERTAKEN WITHOUT THE PRIOR WRITTEN APPROVAL OF THE SOLE CORPORATE MEMBER, COH HOLDCO, AS SPECIFIED IN THE GOVERNING DOCUMENTS OF CITY OF HOPE PHOENIX, INCLUDING: BORROWING MONEY IN THE NAME OF CITY OF HOPE PHOENIX OR UTILIZING PROPERTY OWNED BY CITY OF HOPE PHOENIX AS SECURITY FOR SUCH LOANS; ASSIGN, TRANSFER, PLEDGE, COMPROMISE OR RELEASE ANY OF THE CLAIMS OR DEBTS TO CITY OF HOPE PHOENIX EXCEPT ON PAYMENT IN FULL, OR ARBITRATE OR CONSENT TO THE ARBITRATION OF ANY DISPUTE OR CONTROVERSY CITY OF HOPE PHOENIX 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 CITY OF HOPE PHOENIX; 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 CITY OF HOPE PHOENIX OR ENTER INTO ANY CONTRACT OR INCUR ANY LIABILITIES ON BEHALF OF CITY OF HOPE PHOENIX OTHER THAN FOR FAIR CONSIDERATION AND IN THE ORDINARY COURSE OF BUSINESS RELATING TO ITS NORMAL DAILY OPERATIONS; OR 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 OF TAX EXEMPT BONDS OF CITY OF HOPE. 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 CITY OF HOPE PHOENIX; 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, LOAN, 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; AND ADOPTION OF OR AMENDMENTS TO INDIVIDUAL CORPORATE INVESTMENT GUIDELINES. FORM 990, PART VI, LINE 8B DOCUMENTATION OF MEETINGS HELD BY COMMITTEES OF GOVERNING BODY THERE ARE NO COMMITTEES WITH THE AUTHORITY TO ACT ON BEHALF OF THE GOVERNING BODY. FORM 990, PART VI, LINE 11B REVIEW OF FORM 990 BY GOVERNING BODY A COPY OF THE HOSPITAL'S FORM 990 IS REVIEWED BY THE RISK, AUDIT AND COMPLIANCE COMMITTEE OF THE BOARD OF DIRECTORS OF CITY OF HOPE, WHICH ASSISTS THE BOARD IN FULFILLING ITS RESPONSIBILITIES REGARDING FINANCIAL, ACCOUNTING, AND CORPORATE COMPLIANCE MATTERS OF CITY OF HOPE PHOENIX. THE FORM 990 INFORMATION IS COMPILED BY THE TAX TEAM AND PROVIDED TO EY, AN EXTERNAL ACCOUNTING FIRM, FOR THE PREPARATION OF FORM 990, WHICH IS REVIEWED THOROUGHLY WITH INTERNAL LEADERSHIP AND EXTERNAL PARTICIPANTS, INCLUDING EY. PRIOR TO FILING, THE FORM 990 IS MADE AVAILABLE TO VOTING MEMBERS OF THE CITY OF HOPE BOARD OF DIRECTORS FOR THEIR REVIEW. FORM 990, PART VI, LINE 12C CONFLICT OF INTEREST POLICY ALL EMPLOYEES OF CITY OF HOPE AND AFFILIATES, BOARD OF DIRECTORS MEMBERS, BOARD COMMITTEE MEMBERS AND RESEARCH TEAM MEMBERS ARE COVERED BY CITY OF HOPE'S APPLICABLE CONFLICT OF INTEREST POLICIES. THE REVIEW OF THE ANNUAL CONFLICT DISCLOSURE FORMS IS PERFORMED BY CITY OF HOPE'S CHIEF COMPLIANCE OFFICER AND CITY OF HOPE'S GENERAL COUNSEL, WHO ARE RESPONSIBLE FOR IDENTIFYING ANY ACTUAL OR PERCEIVED CONFLICTS, FORMULATING A CONFLICT MANAGEMENT PLAN, AND COMMUNICATING THE RESULT TO THE MEMBER AND TO THE BOARD OR COMMITTEE CHAIR, AS APPLICABLE. IF A NEW INTEREST OR ACTIVITY ARISES AFTER AN INDIVIDUAL SUBMITS THE DISCLOSURE FORM, THE MEMBER MUST UPDATE THE DISCLOSURE FORM WITHIN 30 DAYS OF RECEIVING OR UNDERTAKING THE NEW INTEREST OR COMMITMENT. THE BOARD AND BOARD COMMITTEE CHAIR(S) ARE RESPONSIBLE FOR THE REVIEW AND MANAGEMENT OF ALL CONFLICTS OF INTEREST DISCLOSED TO THEM, OR OF WHICH THEY ARE AWARE. IF THE BOARD OR BOARD COMMITTEE CHAIR(S) ARE UNSURE OF HOW TO MANAGE A PARTICULAR CONFLICT OF INTEREST, THEY MUST SEEK THE ASSISTANCE OF CITY OF HOPE'S CHIEF COMPLIANCE OFFICER AND CITY OF HOPE'S GENERAL COUNSEL. RESTRICTIONS IMPOSED ON PERSONS WITH A CONFLICT VARY, BASED UPON THE FACTS, AND MAY INCLUDE: PROHIBITION FROM PARTICIPATING IN A GOVERNING BODY'S DELIBERATIONS AND VOTING ON A GIVEN TRANSACTION OR SET OF TRANSACTIONS; RECUSAL FROM THE DECISION MAKING PROCESS RELATING TO BUSINESS TRANSACTIONS (E.G., PURCHASING DECISIONS); PROHIBITION FROM PARTICIPATING AS A PRINCIPAL INVESTIGATOR IN RESEARCH; AND DISCLOSURE OF FINANCIAL INTEREST IN RESEARCH STUDY INFORMED CONSENT FORMS AND PUBLICATIONS. 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, LINE 15A PROCESS TO ESTABLISH COMPENSATION OF TOP MANAGEMENT OFFICIAL THE EXECUTIVE COMPENSATION AND GOVERNANCE COMMITTEE OF THE CITY OF HOPE BOARD OF DIRECTORS ("COMMITTEE"), PURSUANT TO A DELEGATION OF AUTHORITY FROM THE CITY OF HOPE BOARD OF DIRECTORS AND THE CITY OF HOPE PHOENIX BOARD OF DIRECTORS, IS RESPONSIBLE FOR APPROVING COMPENSATION OF THE TOP MANAGEMENT OFFICIAL WHERE THE PROPOSED COMPENSATION EXCEEDS CERTAIN THRESHOLDS ESTABLISHED BY THE COMMITTEE. THE DIRECTORS ON THIS COMMITTEE ARE INDEPENDENT AND ADHERE TO A STRICT CONFLICT OF INTEREST POLICY. DELIBERATION AND DECISION MAKING ARE SUBSTANTIATED IN THE MINUTES OF THE COMMITTEE'S MEETINGS. THE MINUTES ARE REVIEWED AND APPROVED AT THE NEXT MEETING OF THE COMMITTEE. AS PART OF THE DELIBERATION PROCESS, THE COMMITTEE RECEIVES ADVICE FROM AN INDEPENDENT, THIRD-PARTY COMPENSATION CONSULTANT WITH RESPECT TO EXECUTIVE COMPENSATION, INCLUDING REVIEW OF COMPARABLE AND BENCHMARK DATA, CURRENT COMPENSATION PHILOSOPHY, STRUCTURE, AND ADMINISTRATION OF THE EXECUTIVE COMPENSATION PROGRAMS AT CITY OF HOPE AND AFFILIATES. THE COMMITTEE CARRIES OUT THE BOARD OF DIRECTORS' OVERALL RESPONSIBILITIES RELATING TO EXECUTIVE COMPENSATION. THE EXECUTIVE COMPENSATION PHILOSOPHY IS DESIGNED TO ASSIST IN ATTRACTING AND RETAINING THE CALIBER OF EXECUTIVE LEADERSHIP REQUIRED TO ENABLE CITY OF HOPE TO ACHIEVE THE HIGHEST LEVELS OF COMMUNITY BENEFIT, IMPACT TO CLINICAL CARE, QUALITY RESEARCH AND EFFICIENT PHILANTHROPIC DEVELOPMENT. UNDER THE AIP AND LTI DESCRIBED IN SCHEDULE J, A SUBSTANTIAL PORTION OF EXECUTIVE COMPENSATION IS LINKED DIRECTLY TO PERFORMANCE GOALS APPROVED IN ADVANCE. AS A RESULT, PERFORMANCE COMPENSATION MAY VARY FROM YEAR TO YEAR. GOAL SETTING UNDER THE AIP IS TIED TO ANNUAL PERFORMANCE, INCLUDING THE ATTAINMENT OF SPECIFIC BUSINESS OBJECTIVES FOR STRATEGIC AND FINANCIAL PERFORMANCE AS WELL AS NON-FINANCIAL MEASURES SUCH AS PATIENT SATISFACTION AND QUALITY OF PATIENT CARE. THE LTI IS DESIGNED TO DRIVE LONG-TERM ORGANIZATIONAL PERFORMANCE AND TRANSFORMATION BY ALIGNING EXECUTIVES WITH THE MULTI YEAR STRATEGIC PLAN AND INCENTIVIZING THEM TO ACHIEVE KEY ORGANIZATIONAL AND STRATEGIC OBJECTIVES AND GOALS. WITH THREE-YEAR VESTING PERIODS, THE LTI ALSO PROVIDES A MEANS FOR RETAINING KEY EXECUTIVE TALENT. THE COMMITTEE CONDUCTS ANNUAL COMPENSATION REVIEWS FOR THE TOP MANAGEMENT OFFICIAL IN DECEMBER WHERE THE PROPOSED COMPENSATION EXCEEDS COMPENSATION LEVELS ESTABLISHED BY THE COMMITTEE. FORM 990, PART VI, LINE 15B PROCESS TO ESTABLISH COMPENSATION OF OTHER EMPLOYEES THE EXECUTIVE COMPENSATION AND GOVERNANCE COMMITTEE OF THE CITY OF HOPE BOARD OF DIRECTORS ("COMMITTEE"), PURSUANT TO A DELEGATION OF AUTHORITY FROM THE CITY OF HOPE BOARD OF DIRECTORS AND THE CITY OF HOPE PHOENIX BOARD OF DIRECTORS, IS RESPONSIBLE FOR SETTING THE COMPENSATION OF, OR ESTABLISHING COMPENSATION LEVELS FOR TOTAL COMPENSATION CONSISTENT WITH CITY OF HOPE'S COMPENSATION PHILOSOPHY, FOR SENIOR LEADERS AT THE SENIOR VICE PRESIDENT OR EQUIVALENT LEVEL. THE DIRECTORS ON THIS COMMITTEE ARE INDEPENDENT AND ADHERE TO A STRICT CONFLICT OF INTEREST POLICY. DELIBERATION AND DECISION MAKING ARE SUBSTANTIATED IN THE MINUTES OF THE COMMITTEE'S MEETINGS. THE MINUTES ARE REVIEWED AND APPROVED AT THE NEXT MEETING OF THE COMMITTEE. AS PART OF THE DELIBERATION PROCESS, THE COMMITTEE RECEIVES ADVICE FROM AN INDEPENDENT, THIRD-PARTY COMPENSATION CONSULTANT WITH RESPECT TO EXECUTIVE COMPENSATION, INCLUDING REVIEW OF COMPARABLE AND BENCHMARK DATA, CURRENT COMPENSATION PHILOSOPHY, STRUCTURE, AND ADMINISTRATION OF THE EXECUTIVE COMPENSATION PROGRAMS AT CITY OF HOPE AND AFFILIATES. THE COMMITTEE CARRIES OUT THE BOARD OF DIRECTORS' OVERALL RESPONSIBILITIES RELATING TO EXECUTIVE COMPENSATION. THE EXECUTIVE COMPENSATION PHILOSOPHY IS DESIGNED TO ASSIST IN ATTRACTING AND RETAINING THE CALIBER OF EXECUTIVE LEADERSHIP REQUIRED TO ENABLE CITY OF HOPE TO ACHIEVE THE HIGHEST LEVELS OF COMMUNITY BENEFIT, IMPACT TO CLINICAL CARE, QUALITY RESEARCH AND EFFICIENT PHILANTHROPIC DEVELOPMENT. UNDER THE AIP AND LTI DESCRIBED IN SCHEDULE J, A SUBSTANTIAL PORTION OF EXECUTIVE COMPENSATION IS LINKED DIRECTLY TO PERFORMANCE GOALS APPROVED IN ADVANCE. AS A RESULT, PERFORMANCE COMPENSATION MAY VARY FROM YEAR TO YEAR. GOAL SETTING UNDER THE AIP IS TIED TO ANNUAL PERFORMANCE, INCLUDING THE ATTAINMENT OF SPECIFIC BUSINESS OBJECTIVES FOR STRATEGIC AND FINANCIAL PERFORMANCE AS WELL AS NON-FINANCIAL MEASURES SUCH AS PATIENT SATISFACTION AND QUALITY OF PATIENT CARE. THE LTI IS DESIGNED TO DRIVE LONG-TERM ORGANIZATIONAL PERFORMANCE AND TRANSFORMATION BY ALIGNING EXECUTIVES WITH THE MULTI YEAR STRATEGIC PLAN AND INCENTIVIZING THEM TO ACHIEVE KEY ORGANIZATIONAL AND STRATEGIC OBJECTIVES AND GOALS. WITH THREE-YEAR VESTING PERIODS, THE LTI ALSO PROVIDES A MEANS FOR RETAINING KEY EXECUTIVE TALENT. THE COMMITTEE CONDUCTS ANNUAL COMPENSATION REVIEWS IN DECEMBER TO SET COMPENSATION LEVELS, OR WHERE THE PROPOSED COMPENSATION EXCEEDS COMPENSATION LEVELS ESTABLISHED BY THE COMMITTEE, COMPENSATION FOR SENIOR LEADERS AT THE SENIOR VICE PRESIDENT OR EQUIVALENT LEVEL. FORM 990, PART VI, LINE 19 REQUIRED DOCUMENTS AVAILABLE TO THE PUBLIC THE HOSPITAL'S ARTICLES OF INCORPORATION ARE AVAILABLE ONLINE VIA THE ARIZONA CORPORATION COMMISSION'S WEBSITE. THE HOSPITAL'S BYLAWS ARE NOT MADE AVAILABLE TO THE PUBLIC. THE HOSPITAL IS INCLUDED IN THE CONSOLIDATED AUDITED FINANCIAL STATEMENTS OF CITY OF HOPE, WHICH ARE AVAILABLE ON THE CITY OF HOPE WEBSITE, AND THE HOSPITAL'S CONFLICT OF INTEREST POLICIES ARE AVAILABLE BY WRITTEN REQUEST MADE TO THE CONFLICT OF INTEREST MANAGER. FORM 990, PART VII, SECTION A AVERAGE HOURS DEVOTED REPORTED IN COLUMN (B) FULL TIME EXEMPT EMPLOYEES GENERALLY WORK IN EXCESS OF 40 HOURS PER WEEK, WHICH HAS BEEN REFLECTED ON FORM 990, PART VII, SECTION A, COLUMN (B), BY AN ESTIMATE OF 60 HOURS PER WEEK. THE MEMBERS OF THE BOARD OF DIRECTORS ARE NOT COMPENSATED FOR SERVING ON THE BOARD. THE AVERAGE HOURS REPORTED FOR EACH DIRECTOR IS AN ESTIMATE OF THE TIME SPENT PREPARING FOR AND ATTENDING MEETINGS OF THE BOARD OF DIRECTORS. THE BOARD OF DIRECTORS OF CITY OF HOPE PHOENIX HELD FOUR REGULARLY SCHEDULED MEETINGS DURING FISCAL YEAR 2025. THE RISK, AUDIT AND COMPLIANCE COMMITTEE HELD FIVE REGULARLY SCHEDULED MEETINGS IN FISCAL YEAR 2025. FORM 990, PART XI, LINE 8 WRMC THE PRIOR PERIOD ADJUSTMENT REFLECTS A CHANGE IN THE ENTITY REPORTING FOR CITY OF HOPE MEDICAL GROUP OF ARIZONA, LLC, A SINGLE-MEMBER LIMITED LIABILITY COMPANY REPORTED UNDER COH HOLDCO. IN FY25, EFFECTIVE OCTOBER 1, 2024, OWNERSHIP OF CITY OF HOPE MEDICAL GROUP OF ARIZONA, LLC WAS TRANSFERRED TO CITY OF HOPE PHOENIX AND IT HAS BEEN REPORTED ON THIS RETURN. 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