MIDWESTERN REGIONAL MEDICAL CENTER INC: Form 990, tax year 2024

View the entire original 990 at ProPublica ↗

Organization
MIDWESTERN REGIONAL MEDICAL CENTER INC (EIN 36-2510771)
Tax period
2024-10-01 to 2025-09-30
Filed
2026-08-21
IRS object ID
202622339349300662
Schema version
2024v5.1
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2026-08-21T14:53:43+00:00ReturnTs
Tax Period End2025-09-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN346565596PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1ERNST & YOUNG US LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line118101 VON KARMAN AVENUEAddressLine1Txt
CityIRVINECityNm
State AbbreviationCAStateAbbreviationCd
ZIP92612ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2024-10-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN362510771EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1MIDWESTERN REGIONAL MEDICAL CENTER INCBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlMIDWBusinessNameControlTxt
Phone6262564673PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line11500 EAST DUARTE ROADAddressLine1Txt
CityDUARTECityNm
State AbbreviationCAStateAbbreviationCd
ZIP91010ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonANTHONY GOVORCHINPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone6262564673PhoneNum
Signature2026-08-21SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd
FieldValueIRS element (for citing)
IRS Responsible Prty Info CurrYes (true)IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonKARA ADAMSPreparerPersonNm
PTINP00023315PTIN
Phone9497942300PhoneNum
Preparation2026-07-25PreparationDt
FieldValueIRS element (for citing)
Tax2024TaxYr
Build TS2025-03-06 01:10:19ZBuildTS

Form 990 IRS990

Doing Business As Name DoingBusinessAsName

FieldValueIRS element (for citing)
Business Name Line1CITY OF HOPE CHICAGOBusinessNameLine1Txt

Principal Ofcr Business Name PrincipalOfcrBusinessName

FieldValueIRS element (for citing)
Business Name Line1ANTHONY GOVORCHINBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line11500 EAST DUARTE ROADAddressLine1Txt
CityDUARTECityNm
State AbbreviationCAStateAbbreviationCd
ZIP91010ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$307,623,591GrossReceiptsAmt
Group Return For AffiliatesfalseGroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website AddressCANCERCENTER.COM/LOCATIONS/CHICAGOWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation2022FormationYr
Legal Domicile StateILLegalDomicileStateCd
Activity Or MissionTO 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.ActivityOrMissionDesc
Voting Members Governing Body9VotingMembersGoverningBodyCnt
Voting Members Independent9VotingMembersIndependentCnt
Total Employee850TotalEmployeeCnt
Total Volunteers15TotalVolunteersCnt
Total Gross UBI$29,008TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$0PYContributionsGrantsAmt
CY Contributions Grants$0CYContributionsGrantsAmt
PY Program Service Revenue$241,262,835PYProgramServiceRevenueAmt
CY Program Service Revenue$305,791,869CYProgramServiceRevenueAmt
PY Investment Income$30,412PYInvestmentIncomeAmt
CY Investment Income$223,186CYInvestmentIncomeAmt
PY Other Revenue$363,946PYOtherRevenueAmt
CY Other Revenue$420,095CYOtherRevenueAmt
PY Total Revenue$241,657,193PYTotalRevenueAmt
CY Total Revenue$306,435,150CYTotalRevenueAmt
PY Grants And Similar Paid$8,567,118PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$0CYGrantsAndSimilarPaidAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$91,268,006PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$119,947,899CYSalariesCompEmpBnftPaidAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$0CYTotalFundraisingExpenseAmt
PY Other Expenses$163,073,827PYOtherExpensesAmt
CY Other Expenses$205,707,898CYOtherExpensesAmt
PY Total Expenses$262,908,951PYTotalExpensesAmt
CY Total Expenses$325,655,797CYTotalExpensesAmt
PY Revenues Less Expenses-$21,251,758PYRevenuesLessExpensesAmt
CY Revenues Less Expenses-$19,220,647CYRevenuesLessExpensesAmt
Total Assets BOY$174,125,999TotalAssetsBOYAmt
Total Assets EOY$178,142,600TotalAssetsEOYAmt
Total Liabilities BOY$18,757,711TotalLiabilitiesBOYAmt
Total Liabilities EOY$86,036,214TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$155,368,288NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$92,106,386NetAssetsOrFundBalancesEOYAmt
MissionTO 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.MissionDesc
Significant New Program SrvcfalseSignificantNewProgramSrvcInd
Significant ChangefalseSignificantChangeInd
Expense$282,725,446ExpenseAmt
Grant$0GrantAmt
Revenue$305,791,869RevenueAmt
DescPATIENT CARE: CITY OF HOPE CHICAGO 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 CHICAGO 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 CHICAGO 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.Desc
Total Program Service Expenses$282,725,446TotalProgramServiceExpensesAmt
Described In Section501c3Yes (true)DescribedInSection501c3Ind
Schedule B RequiredfalseScheduleBRequiredInd
Political Campaign ActyfalsePoliticalCampaignActyInd
Lobbying ActivitiesfalseLobbyingActivitiesInd
Subject To Proxy TaxfalseSubjectToProxyTaxInd
Donor Advised FundfalseDonorAdvisedFundInd
Conservation EasementsfalseConservationEasementsInd
Collections Of ArtfalseCollectionsOfArtInd
Credit CounselingfalseCreditCounselingInd
Donor Rstr Or Quasi EndowmentsfalseDonorRstrOrQuasiEndowmentsInd
Report Land Building EquipmentYes (true)ReportLandBuildingEquipmentInd
Report Investments Other SecfalseReportInvestmentsOtherSecInd
Report Program Related InvstfalseReportProgramRelatedInvstInd
Report Other AssetsfalseReportOtherAssetsInd
Report Other LiabilitiesYes (true)ReportOtherLiabilitiesInd
Include FIN48 FootnoteYes (true)IncludeFIN48FootnoteInd
Independent Audit Fincl StmtfalseIndependentAuditFinclStmtInd
Consolidated Audit Fincl StmtYes (true)ConsolidatedAuditFinclStmtInd
School OperatingfalseSchoolOperatingInd
Foreign OfficefalseForeignOfficeInd
Foreign ActivitiesfalseForeignActivitiesInd
More Than5000 K To OrgfalseMoreThan5000KToOrgInd
More Than5000 K To IndividualsfalseMoreThan5000KToIndividualsInd
Professional FundraisingfalseProfessionalFundraisingInd
Fundraising ActivitiesfalseFundraisingActivitiesInd
Gaming ActivitiesfalseGamingActivitiesInd
Operate HospitalYes (true)OperateHospitalInd
Audited Financial Stmt AttYes (true)AuditedFinancialStmtAttInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Grants To IndividualsfalseGrantsToIndividualsInd
Schedule J RequiredYes (true)ScheduleJRequiredInd
Tax Exempt BondsfalseTaxExemptBondsInd
Escrow AccountfalseEscrowAccountInd
On Behalf Of IssuerfalseOnBehalfOfIssuerInd
Engaged In Excess Benefit TransfalseEngagedInExcessBenefitTransInd
PY Excess Benefit TransfalsePYExcessBenefitTransInd
Loan OutstandingfalseLoanOutstandingInd
Grant To Related PersonfalseGrantToRelatedPersonInd
Business Rln With Org MemfalseBusinessRlnWithOrgMemInd
Business Rln With Fam MemYes (true)BusinessRlnWithFamMemInd
Business Rln With35 Ctrl EntfalseBusinessRlnWith35CtrlEntInd
Deductible Non Cash ContrifalseDeductibleNonCashContriInd
Deductible Art ContributionfalseDeductibleArtContributionInd
Terminate OperationsfalseTerminateOperationsInd
Partial LiquidationfalsePartialLiquidationInd
Disregarded EntityYes (true)DisregardedEntityInd
Related EntityYes (true)RelatedEntityInd
Related Organization Ctrl EntYes (true)RelatedOrganizationCtrlEntInd
Transaction With Control EntYes (true)TransactionWithControlEntInd
Trnsfr Exmpt Non Chrtbl Rltd OrgfalseTrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted PrtshpfalseActivitiesConductedPrtshpInd
Schedule O RequiredYes (true)ScheduleORequiredInd
Info In Schedule O Part VYes (X)InfoInScheduleOPartVInd
IRP Document0IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Employee850EmployeeCnt
Employment Tax Returns FiledYes (true)EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over LimitYes (true)UnrelatedBusIncmOverLimitInd
Form990 T FiledYes (true)Form990TFiledInd
Foreign Financial AccountfalseForeignFinancialAccountInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Taxable Party NotificationfalseTaxablePartyNotificationInd
Nondeductible ContributionsfalseNondeductibleContributionsInd
Quid Pro Quo ContributionsfalseQuidProQuoContributionsInd
Form8282 Property Disposed OffalseForm8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Indoor Tanning ServicesfalseIndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht PymtYes (true)SubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst IncfalseSubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members9GoverningBodyVotingMembersCnt
Independent Voting Member9IndependentVotingMemberCnt
Family Or Business RlnYes (true)FamilyOrBusinessRlnInd
Delegation Of Mgmt DutiesfalseDelegationOfMgmtDutiesInd
Change To Org DocumentsfalseChangeToOrgDocumentsInd
Material Diversion Or MisusefalseMaterialDiversionOrMisuseInd
Members Or StockholdersYes (true)MembersOrStockholdersInd
Election Of Board MembersYes (true)ElectionOfBoardMembersInd
Decisions Subject To ApprovaYes (true)DecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (true)MinutesOfGoverningBodyInd
Minutes Of CommitteesfalseMinutesOfCommitteesInd
Officer Mailing AddressfalseOfficerMailingAddressInd
Local ChaptersfalseLocalChaptersInd
Policies Reference ChaptersfalsePoliciesReferenceChaptersInd
Form990 Provided To Gvrn BodyYes (true)Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (true)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (true)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (true)RegularMonitoringEnfrcInd
Whistleblower PolicyYes (true)WhistleblowerPolicyInd
Document Retention PolicyYes (true)DocumentRetentionPolicyInd
Compensation Process CEOYes (true)CompensationProcessCEOInd
Compensation Process OtherYes (true)CompensationProcessOtherInd
Investment In Joint VenturefalseInvestmentInJointVentureInd
Written Policy Or ProcedurefalseWrittenPolicyOrProcedureInd
States Where Copy Of Return Is FldILStatesWhereCopyOfReturnIsFldCd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1YVETTE TREMONTIBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone6262564673PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line11500 E DUARTE ROADAddressLine1Txt
CityDUARTECityNm
State AbbreviationCAStateAbbreviationCd
ZIP91010ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (26 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtAverage Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtKey EmployeeKeyEmployeeIndHighest Compensated EmployeeHighestCompensatedEmployeeIndFormer Ofcr Director TrusteeFormerOfcrDirectorTrusteeInd
GLENN D STEELE JR MD PHD
DIRECTOR & CHAIR OF THE BOARD2.08.0Yes (X)Yes (X)$0$0$0
BARBARA BRUSER CFA
DIRECTOR2.08.0Yes (X)$0$0$0
MORGAN CHU ESQ
DIRECTOR2.013.0Yes (X)$0$0$0
PHILIP FASANO
DIRECTOR2.08.0Yes (X)$0$0$0
RONALD L SARGENT
DIRECTOR/ VICE CHAIR2.08.0Yes (X)$0$0$0
SELWYN ISAKOW
DIRECTOR2.010.0Yes (X)$0$0$0
STEVEN B FINK
DIRECTOR2.012.0Yes (X)$0$0$0
SUZANNE VAUTRINOT
DIRECTOR2.08.0Yes (X)$0$0$0
WILLIAM J POST
DIRECTOR2.08.0Yes (X)$0$0$0
ANTHONY GOVORCHIN
MARKET PRESIDENT - CHICAGO60.00Yes (X)$642,715$0$53,193
CRISTIN OCALLAHAN
SECRETARY/GENERAL COUNSEL3.057.0Yes (X)$67,753$1,287,298$250,963
YVETTE TREMONTI
TREASURER/CHIEF FINANCIAL OFFICER3.057.0Yes (X)$43,207$820,937$88,040
ANGELINA FAKHOURY-SIVERTS
VP, PATIENT CARE SERVICES/CHIEF NURSING OFFICER60.00$244,355$0$24,081Yes (X)
BETHANY GAROUTTE
CHIEF OPERATING OFFICER, CHICAGO60.00$369,272$0$40,199Yes (X)
DEBRA F FIELDS
EXEC VP & CHIEF TRANSFORMATION OFC3.057.0$96,660$1,836,532$295,329Yes (X)
KEVIN MANEMANN
EVP & CHIEF INTEGRATION OFFCR6.054.0$179,004$1,611,035$227,089Yes (X)
RICHARD PIEKARZ
CHIEF FINANCIAL OFFICER, CHICAGO60.00$412,660$0$21,346Yes (X)
ROBERT W STONE
COH PRESIDENT & CEO3.057.0$304,282$5,781,368$1,030,210Yes (X)
SIMON NAZARIAN
CHIEF DIGITAL OFFICER3.057.0$44,844$852,036$38,928Yes (X)
HARLAN ALCON LEVINE
PRES, HLTH INNOVATION & POLICY3.057.0$110,259$2,094,916$291,670Yes (X)
JO ANN ESCASA-HAIGH
CHIEF BUSINESS OFFICER2.058.0$79,606$1,910,543$257,551Yes (X)
KRISTIN BERTELL
CHIEF PHILANTHROPY OFFICER2.058.0$45,571$1,335,377$240,476Yes (X)
MARCELLUS R VAN DEN BRINK MD PHD
COHNMC PRESIDENT & CHF PHYS EXEC1.059.0$22,000$2,178,032$369,982Yes (X)
VIJAY TRISAL MD
SYSTEM CHIEF CLINICAL OFFICER2.058.0$41,527$1,216,878$131,514Yes (X)
JENNIFER PARKHURST
FORMER OFFICER0.00.0$0$1,211,995$38,026Yes (X)
MARK HULSE
FORMER CHIEF DIGITAL OFFICER0.00.0$14,885$282,823$15,439Yes (X)
FieldValueIRS element (for citing)
Total Reportable Comp From Org$2,718,600TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$22,419,770TotReportableCompRltdOrgAmt
Total Other Compensation$3,414,036TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K151IndivRcvdGreaterThan100KCnt
Former Ofcr Employees ListedYes (true)FormerOfcrEmployeesListedInd
Total Comp Greater Than150 KYes (true)TotalCompGreaterThan150KInd
Compensation From Other SrcsfalseCompensationFromOtherSrcsInd

Contractor Compensation ContractorCompensationGrp (5 entries)

Address Line1ContractorAddress/USAddress/AddressLine1TxtCityContractorAddress/USAddress/CityNmState AbbreviationContractorAddress/USAddress/StateAbbreviationCdZIPContractorAddress/USAddress/ZIPCdServicesServicesDescCompensationCompensationAmt
ASD HEALTHCARE
5025 PLANO PKWYCARROLLTONTX75010ONCOLOGY-RELATED SERVICES$56,342,623
AMERISOURCEBERGEN DRUG CORP
1 W FIRST AVECONSHOHOCKENPA19428PHARMACEUTICAL DISTRIBUTION SERVICES$30,873,340
VAYA WORKFORCE SOLUTIONS LLC
5930 COMERSTONE CRT WSAN DIEGOCA92121CLINICAL TEMPORARY SERVICES$2,462,326
MEDLINE INDUSTRIES
THREE LAKES DRNORTHFIELDIL60093MEDICAL SUPPLIES SERVICES$2,434,025
MCKESSON
6555 STATE HWY 161IRVINGTX75039MEDICAL SUPPLIES SERVICES$2,013,832
FieldValueIRS element (for citing)
Cntrct Rcvd Greater Than100 K102CntrctRcvdGreaterThan100KCnt
Total Contributions$0TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp (3 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmtUnrelated Business RevenueUnrelatedBusinessRevenueAmtExclusionExclusionAmt
NET PATIENT REVENUE621110$305,393,874$305,393,874$0$0
OTHER EXEMPT FUNCTION REVENUE621110$236,630$236,630$0$0
MEDICAL OFFICE LEASE621110$161,365$80,683$29,008$51,674

Total Oth Program Service Rev TotalOthProgramServiceRevGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt
Related Or Exempt Func Income$0RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$0ExclusionAmt
FieldValueIRS element (for citing)
Total Program Service Revenue$305,791,869TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$223,186TotalRevenueColumnAmt
Related Or Exempt Func Income$0RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$223,186ExclusionAmt

Gross Rents GrossRentsGrp

FieldValueIRS element (for citing)
Real$842,043RealAmt
Personal$0PersonalAmt

Less Rental Expenses LessRentalExpensesGrp

FieldValueIRS element (for citing)
Real$1,188,441RealAmt
Personal$0PersonalAmt

Rental Income Or Loss RentalIncomeOrLossGrp

FieldValueIRS element (for citing)
Real-$346,398RealAmt
Personal$0PersonalAmt

Net Rental Income Or Loss NetRentalIncomeOrLossGrp

FieldValueIRS element (for citing)
Total Revenue Column-$346,398TotalRevenueColumnAmt
Related Or Exempt Func Income$0RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion-$346,398ExclusionAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities$0SecuritiesAmt
Other$0OtherAmt

Other Revenue Misc OtherRevenueMiscGrp (3 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmtUnrelated Business RevenueUnrelatedBusinessRevenueAmtExclusionExclusionAmt
CAFETERIA SALES900099$555,822$0$0$555,822
CLINIC REVENUE900099$110,531$0$0$110,531
OTHER MISC. REVENUE900099$100,140$0$0$100,140

Miscellaneous Revenue MiscellaneousRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt
Related Or Exempt Func Income$0RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$0ExclusionAmt
FieldValueIRS element (for citing)
Other Revenue Total$766,493OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$306,435,150TotalRevenueColumnAmt
Related Or Exempt Func Income$305,711,187RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$29,008UnrelatedBusinessRevenueAmt
Exclusion$694,955ExclusionAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$2,659,638TotalAmt
Program Services$2,149,570ProgramServicesAmt
Management And General$510,068ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$77,275,214TotalAmt
Program Services$62,455,298ProgramServicesAmt
Management And General$14,819,916ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Pension Plan Contributions PensionPlanContributionsGrp

FieldValueIRS element (for citing)
Total$2,157,988TotalAmt
Program Services$1,744,127ProgramServicesAmt
Management And General$413,861ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$32,778,021TotalAmt
Program Services$26,491,820ProgramServicesAmt
Management And General$6,286,201ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$5,077,038TotalAmt
Program Services$4,103,359ProgramServicesAmt
Management And General$973,679ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$204,558TotalAmt
Program Services$0ProgramServicesAmt
Management And General$204,558ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$18,898,684TotalAmt
Program Services$13,604,453ProgramServicesAmt
Management And General$5,294,231ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Advertising AdvertisingGrp

FieldValueIRS element (for citing)
Total$2,942,168TotalAmt
Program Services$1,909,041ProgramServicesAmt
Management And General$1,033,127ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$5,462,866TotalAmt
Program Services$4,436,603ProgramServicesAmt
Management And General$1,026,263ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Information Technology InformationTechnologyGrp

FieldValueIRS element (for citing)
Total$653,338TotalAmt
Program Services$423,922ProgramServicesAmt
Management And General$229,416ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$3,300,250TotalAmt
Program Services$2,141,384ProgramServicesAmt
Management And General$1,158,866ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$5,200,111TotalAmt
Program Services$3,374,119ProgramServicesAmt
Management And General$1,825,992ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$188,617TotalAmt
Program Services$122,385ProgramServicesAmt
Management And General$66,232ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Interest InterestGrp

FieldValueIRS element (for citing)
Total$4,702,583TotalAmt
Program Services$4,106,844ProgramServicesAmt
Management And General$595,739ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$7,850,136TotalAmt
Program Services$6,245,995ProgramServicesAmt
Management And General$1,604,141ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$1,756,628TotalAmt
Program Services$1,139,797ProgramServicesAmt
Management And General$616,831ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDescTotalTotalAmtProgram ServicesProgramServicesAmtManagement And GeneralManagementAndGeneralAmtFundraisingFundraisingAmt
PHARMACEUTICALS$93,327,366$93,327,366$0$0
HOSPITAL PROVIDER FEE$35,065,430$35,065,430$0$0
MEDICAL SUPPLIES & EQUIPMENT$14,325,164$14,325,164$0$0
REPAIRS & MAINTENANCE$8,661,976$3,503,181$5,158,795$0

All Other Expenses AllOtherExpensesGrp

FieldValueIRS element (for citing)
Total$3,168,023TotalAmt
Program Services$2,055,588ProgramServicesAmt
Management And General$1,112,435ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$325,655,797TotalAmt
Program Services$282,725,446ProgramServicesAmt
Management And General$42,930,351ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$415,383BOYAmt
EOY$838,205EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

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

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

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

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$45,489,683BOYAmt
EOY$62,666,747EOYAmt

Receivables From Officers Etc ReceivablesFromOfficersEtcGrp

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

Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp

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

Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp

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

Inventories For Sale Or Use InventoriesForSaleOrUseGrp

FieldValueIRS element (for citing)
BOY$7,528,006BOYAmt
EOY$8,285,291EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$1,028,198BOYAmt
EOY$1,413,104EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$122,889,825LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$24,392,766LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$96,681,036BOYAmt
EOY$98,497,059EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

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

Investments Other Securities InvestmentsOtherSecuritiesGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt

Investments Program Related InvestmentsProgramRelatedGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt

Intangible Assets IntangibleAssetsGrp

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

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
BOY$22,983,693BOYAmt
EOY$6,442,194EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$174,125,999BOYAmt
EOY$178,142,600EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$15,685,427BOYAmt
EOY$23,119,534EOYAmt

Grants Payable GrantsPayableGrp

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

Deferred Revenue DeferredRevenueGrp

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

Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp

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

Escrow Account Liability EscrowAccountLiabilityGrp

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

Loans From Officers Directors LoansFromOfficersDirectorsGrp

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

Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp

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

Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp

FieldValueIRS element (for citing)
BOY$673,392BOYAmt
EOY$2,585,283EOYAmt

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$2,398,892BOYAmt
EOY$60,331,397EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$18,757,711BOYAmt
EOY$86,036,214EOYAmt
FieldValueIRS element (for citing)
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind

No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$155,368,288BOYAmt
EOY$92,106,386EOYAmt

Donor Restriction Net Assets DonorRestrictionNetAssetsGrp

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

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$155,368,288BOYAmt
EOY$92,106,386EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$174,125,999BOYAmt
EOY$178,142,600EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss-$19,220,647ReconcilationRevenueExpnssAmt
Prior Period Adjustments-$44,041,255PriorPeriodAdjustmentsAmt
Other Changes In Net Assets$0OtherChangesInNetAssetsAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or ReviewfalseAccountantCompileOrReviewInd
FS AuditedYes (true)FSAuditedInd
Audit CommitteeYes (true)AuditCommitteeInd
Federal Grant Audit RequiredfalseFederalGrantAuditRequiredInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
HospitalYes (X)HospitalInd

Schedule D IRS990ScheduleD

Land LandGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$3,044,385OtherCostOrOtherBasisAmt
Book Value$3,044,385BookValueAmt

Buildings BuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$15,323,170OtherCostOrOtherBasisAmt
Depreciation$1,940,238DepreciationAmt
Book Value$13,382,932BookValueAmt

Leasehold Improvements LeaseholdImprovementsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$75,852,038OtherCostOrOtherBasisAmt
Depreciation$7,585,644DepreciationAmt
Book Value$68,266,394BookValueAmt

Equipment EquipmentGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$28,355,755OtherCostOrOtherBasisAmt
Depreciation$14,866,884DepreciationAmt
Book Value$13,488,871BookValueAmt

Other Land Buildings OtherLandBuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$314,477OtherCostOrOtherBasisAmt
Depreciation$0DepreciationAmt
Book Value$314,477BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$98,497,059TotalBookValueLandBuildingsAmt
Federal Income Tax Liability$0FederalIncomeTaxLiabilityAmt

Other Liabilities Org OtherLiabilitiesOrgGrp (4 entries)

DescDescAmtAmt
FEDERAL INCOME TAXES$0
DUE TO AFFILIATES$59,984,607
ESTIMATED THIRD-PARTY PAYOR SETTLEMENTS$181,048
RIGHT-OF-USE OP. LEASE$165,742
FieldValueIRS element (for citing)
Total Liability$60,331,397TotalLiabilityAmt
Footnote TextYes (X)FootnoteTextInd
Other Revenue$0OtherRevenueAmt
Revenue Not Reported$0RevenueNotReportedAmt
Revenue Subtotal$0RevenueSubtotalAmt
Other Revenues Not Included$0OtherRevenuesNotIncludedAmt
Revenue Not Reported Fincl Stmt$0RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990$0TotalRevenuePerForm990Amt
Other Expenses Included$0OtherExpensesIncludedAmt
Expenses Not Reported$0ExpensesNotReportedAmt
Expenses Subtotal$0ExpensesSubtotalAmt
Other Expenses Not Included$0OtherExpensesNotIncludedAmt
Expenses Not Rpt Fincl Stmt$0ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990$0TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferenceSCHEDULE D, PART X, LINE 2 FIN 48 (ASC 740) FOOTNOTEFormAndLineReferenceDesc
ExplanationTHE FOLLOWING PARAGRAPHS ARE 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.ExplanationTxt

Schedule H IRS990ScheduleH

FieldValueIRS element (for citing)
Financial Assistance PolicyYes (true)FinancialAssistancePolicyInd
Written PolicyYes (true)WrittenPolicyInd
All Hospitals PolicyYes (X)AllHospitalsPolicyInd
FPG Reference Free CareYes (true)FPGReferenceFreeCareInd
Percent200Yes (X)Percent200Ind
FPG Reference Discounted CarefalseFPGReferenceDiscountedCareInd
Free Care Medically IndigentYes (true)FreeCareMedicallyIndigentInd
Financial Assistance BudgetYes (true)FinancialAssistanceBudgetInd
Expenses Exceed BudgetYes (true)ExpensesExceedBudgetInd
Unable To Provide CarefalseUnableToProvideCareInd
Annual Community Bnft ReportYes (true)AnnualCommunityBnftReportInd
Report Publically AvailablefalseReportPublicallyAvailableInd

Financial Assistance At Cost Typ FinancialAssistanceAtCostTyp

FieldValueIRS element (for citing)
Total Community Benefit Expns$2,609,561TotalCommunityBenefitExpnsAmt
Direct Offsetting Revenue$0DirectOffsettingRevenueAmt
Net Community Benefit Expns$2,609,561NetCommunityBenefitExpnsAmt
Total Expense0.00801TotalExpensePct

Unreimbursed Medicaid UnreimbursedMedicaidGrp

FieldValueIRS element (for citing)
Total Community Benefit Expns$56,702,175TotalCommunityBenefitExpnsAmt
Direct Offsetting Revenue$16,261,307DirectOffsettingRevenueAmt
Net Community Benefit Expns$40,440,868NetCommunityBenefitExpnsAmt
Total Expense0.12418TotalExpensePct

Unreimbursed Costs UnreimbursedCostsGrp

FieldValueIRS element (for citing)
Total Community Benefit Expns$0TotalCommunityBenefitExpnsAmt
Direct Offsetting Revenue$0DirectOffsettingRevenueAmt
Net Community Benefit Expns$0NetCommunityBenefitExpnsAmt
Total Expense0.0TotalExpensePct

Total Financial Assistance Typ TotalFinancialAssistanceTyp

FieldValueIRS element (for citing)
Activities Or Programs0ActivitiesOrProgramsCnt
Persons Served0PersonsServedCnt
Total Community Benefit Expns$59,311,736TotalCommunityBenefitExpnsAmt
Direct Offsetting Revenue$16,261,307DirectOffsettingRevenueAmt
Net Community Benefit Expns$43,050,429NetCommunityBenefitExpnsAmt
Total Expense0.13220TotalExpensePct

Community Health Services CommunityHealthServicesGrp

FieldValueIRS element (for citing)
Total Community Benefit Expns$3,425,205TotalCommunityBenefitExpnsAmt
Direct Offsetting Revenue$813,159DirectOffsettingRevenueAmt
Net Community Benefit Expns$2,612,046NetCommunityBenefitExpnsAmt
Total Expense0.00802TotalExpensePct

Health Professions Education HealthProfessionsEducationGrp

FieldValueIRS element (for citing)
Total Community Benefit Expns$52,229TotalCommunityBenefitExpnsAmt
Direct Offsetting Revenue$0DirectOffsettingRevenueAmt
Net Community Benefit Expns$52,229NetCommunityBenefitExpnsAmt
Total Expense0.00016TotalExpensePct

Subsidized Health Services SubsidizedHealthServicesGrp

FieldValueIRS element (for citing)
Total Community Benefit Expns$0TotalCommunityBenefitExpnsAmt
Direct Offsetting Revenue$0DirectOffsettingRevenueAmt
Net Community Benefit Expns$0NetCommunityBenefitExpnsAmt
Total Expense0.0TotalExpensePct

Research ResearchGrp

FieldValueIRS element (for citing)
Total Community Benefit Expns$1,789,046TotalCommunityBenefitExpnsAmt
Direct Offsetting Revenue$261,950DirectOffsettingRevenueAmt
Net Community Benefit Expns$1,527,096NetCommunityBenefitExpnsAmt
Total Expense0.00469TotalExpensePct

Cash And In Kind Contributions CashAndInKindContributionsGrp

FieldValueIRS element (for citing)
Total Community Benefit Expns$30,520TotalCommunityBenefitExpnsAmt
Direct Offsetting Revenue$0DirectOffsettingRevenueAmt
Net Community Benefit Expns$30,520NetCommunityBenefitExpnsAmt
Total Expense0.00009TotalExpensePct

Total Other Benefits TotalOtherBenefitsGrp

FieldValueIRS element (for citing)
Activities Or Programs0ActivitiesOrProgramsCnt
Persons Served0PersonsServedCnt
Total Community Benefit Expns$5,297,000TotalCommunityBenefitExpnsAmt
Direct Offsetting Revenue$1,075,109DirectOffsettingRevenueAmt
Net Community Benefit Expns$4,221,891NetCommunityBenefitExpnsAmt
Total Expense0.01296TotalExpensePct

Total Community Benefits TotalCommunityBenefitsGrp

FieldValueIRS element (for citing)
Activities Or Programs0ActivitiesOrProgramsCnt
Persons Served0PersonsServedCnt
Total Community Benefit Expns$64,608,736TotalCommunityBenefitExpnsAmt
Direct Offsetting Revenue$17,336,416DirectOffsettingRevenueAmt
Net Community Benefit Expns$47,272,320NetCommunityBenefitExpnsAmt
Total Expense0.14516TotalExpensePct

Physical Imprv And Housing PhysicalImprvAndHousingGrp

FieldValueIRS element (for citing)
Net Community Benefit Expns$0NetCommunityBenefitExpnsAmt
Total Expense0.0TotalExpensePct

Economic Development EconomicDevelopmentGrp

FieldValueIRS element (for citing)
Net Community Benefit Expns$0NetCommunityBenefitExpnsAmt
Total Expense0.0TotalExpensePct

Community Support CommunitySupportGrp

FieldValueIRS element (for citing)
Net Community Benefit Expns$0NetCommunityBenefitExpnsAmt
Total Expense0.0TotalExpensePct

Environmental Improvements EnvironmentalImprovementsGrp

FieldValueIRS element (for citing)
Net Community Benefit Expns$0NetCommunityBenefitExpnsAmt
Total Expense0.0TotalExpensePct

Leadership Development LeadershipDevelopmentGrp

FieldValueIRS element (for citing)
Net Community Benefit Expns$0NetCommunityBenefitExpnsAmt
Total Expense0.0TotalExpensePct

Coalition Building CoalitionBuildingGrp

FieldValueIRS element (for citing)
Total Community Benefit Expns$49,620TotalCommunityBenefitExpnsAmt
Net Community Benefit Expns$49,620NetCommunityBenefitExpnsAmt
Total Expense0.00015TotalExpensePct

Health Improvement Advocacy HealthImprovementAdvocacyGrp

FieldValueIRS element (for citing)
Net Community Benefit Expns$0NetCommunityBenefitExpnsAmt
Total Expense0.0TotalExpensePct

Workforce Development WorkforceDevelopmentGrp

FieldValueIRS element (for citing)
Net Community Benefit Expns$0NetCommunityBenefitExpnsAmt
Total Expense0.0TotalExpensePct

Other Communtity Building Acty OtherCommuntityBuildingActyGrp

FieldValueIRS element (for citing)
Net Community Benefit Expns$0NetCommunityBenefitExpnsAmt
Total Expense0.0TotalExpensePct

Total Communtity Building Acty TotalCommuntityBuildingActyGrp

FieldValueIRS element (for citing)
Activities Or Programs0ActivitiesOrProgramsCnt
Persons Served0PersonsServedCnt
Total Community Benefit Expns$49,620TotalCommunityBenefitExpnsAmt
Direct Offsetting Revenue$0DirectOffsettingRevenueAmt
Net Community Benefit Expns$49,620NetCommunityBenefitExpnsAmt
Total Expense0.00015TotalExpensePct
FieldValueIRS element (for citing)
Bad Debt Expense ReportedfalseBadDebtExpenseReportedInd
Reimbursed By Medicare$36,204,139ReimbursedByMedicareAmt
Cost Of Care Reimbursed By Medcr$51,373,307CostOfCareReimbursedByMedcrAmt
Medicare Surplus Or Shortfall-$15,169,168MedicareSurplusOrShortfallAmt

Costing Methodology Used CostingMethodologyUsedGrp

FieldValueIRS element (for citing)
Cost To Charge RatioYes (X)CostToChargeRatioInd
FieldValueIRS element (for citing)
Written Debt Collection PolicyYes (true)WrittenDebtCollectionPolicyInd
Financial Assistance PrvsnYes (true)FinancialAssistancePrvsnInd
Hospital Facilities1HospitalFacilitiesCnt

Hospital Facilities HospitalFacilitiesGrp

FieldValueIRS element (for citing)
Facility1FacilityNum

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1MIDWESTERN REGIONAL MEDICAL CENTER INCBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line12520 ELISHA AVEAddressLine1Txt
CityZIONCityNm
State AbbreviationILStateAbbreviationCd
ZIP600992676ZIPCd
FieldValueIRS element (for citing)
Website Addresshttps://www.cancercenter.com/locations/chicagoWebsiteAddressTxt
State License0002956StateLicenseNum
Licensed HospitalYes (X)LicensedHospitalInd
General Medical And SurgicalYes (X)GeneralMedicalAndSurgicalInd
Emergency Room OtherYes (X)EmergencyRoomOtherInd
OtherSHORT-TERM SPECIALTY HOSPITALOtherDesc

Hospital Fclty Policies Prctc HospitalFcltyPoliciesPrctcGrp

Hospital Facility Name HospitalFacilityName

FieldValueIRS element (for citing)
Business Name Line1MIDWESTERN REGIONAL MEDICAL CENTER INCBusinessNameLine1Txt
FieldValueIRS element (for citing)
Facility1FacilityNum
First Licensed CY Or PYfalseFirstLicensedCYOrPYInd
Tax Exempt Hospital CY Or PYfalseTaxExemptHospitalCYOrPYInd
CHNA ConductedYes (true)CHNAConductedInd
Community DefinitionYes (X)CommunityDefinitionInd
Community DemographicsYes (X)CommunityDemographicsInd
Existing ResourcesYes (X)ExistingResourcesInd
How Data ObtainedYes (X)HowDataObtainedInd
Community Health NeedsYes (X)CommunityHealthNeedsInd
Other Health IssuesYes (X)OtherHealthIssuesInd
Community Hlth Needs Id ProcessYes (X)CommunityHlthNeedsIdProcessInd
Consulting ProcessYes (X)ConsultingProcessInd
Prior CHNA ImpactYes (X)PriorCHNAImpactInd
CHNA Conducted23CHNAConductedYr
Take Into Account Others InputYes (true)TakeIntoAccountOthersInputInd
CHNA Conducted With Other FcltsfalseCHNAConductedWithOtherFcltsInd
CHNA Conducted With Non FcltsfalseCHNAConductedWithNonFcltsInd
CHNA Report Widely AvailableYes (true)CHNAReportWidelyAvailableInd
Rpt Available On Own WebsiteYes (X)RptAvailableOnOwnWebsiteInd
Own Website URLCITYOFHOPE.ORG/LOCATIONS/CHICAGO/CHICAGO-CANCER-CENTEROwnWebsiteURLTxt
Paper Copy Public InspectionYes (X)PaperCopyPublicInspectionInd
Implementation Strategy AdoptYes (true)ImplementationStrategyAdoptInd
Implementation Strategy Adpt23ImplementationStrategyAdptYr
Strategy Posted WebsiteYes (true)StrategyPostedWebsiteInd
Strategy Website URLCITYOFHOPE.ORG/LOCATIONS/CHICAGO/CHICAGO-CANCER-CENTERStrategyWebsiteURLTxt
Organization Incur Excise TaxfalseOrganizationIncurExciseTaxInd
Elig Criteria ExplainedYes (true)EligCriteriaExplainedInd
FPG Family Incm Lmt Free DscntYes (X)FPGFamilyIncmLmtFreeDscntInd
FPG Family Incm Lmt Free Care200.0FPGFamilyIncmLmtFreeCarePct
FPG Family Incm Lmt Dscnt Care600.0FPGFamilyIncmLmtDscntCarePct
Insurance Status CriteriaYes (X)InsuranceStatusCriteriaInd
Underinsurance Stat CriteriaYes (X)UnderinsuranceStatCriteriaInd
Residency CriteriaYes (X)ResidencyCriteriaInd
Explained BasisYes (true)ExplainedBasisInd
App Financial Asst ExplnYes (true)AppFinancialAsstExplnInd
Described InfoYes (X)DescribedInfoInd
Described Suprt DocYes (X)DescribedSuprtDocInd
Provided Hospital ContactYes (X)ProvidedHospitalContactInd
Includes Publicity MeasuresYes (true)IncludesPublicityMeasuresInd
FAP Available On WebsiteYes (X)FAPAvailableOnWebsiteInd
FAP Available On Website URLHTTPS://WWW.CITYOFHOPE.ORG/LOCATIONS/CHICAGO/FINANCIAL-ASSISTANCEFAPAvailableOnWebsiteURLTxt
FAP App Available On WebsiteYes (X)FAPAppAvailableOnWebsiteInd
FAP App Available On Website URLHTTPS://WWW.CITYOFHOPE.ORG/LOCATIONS/CHICAGO/FINANCIAL-ASSISTANCEFAPAppAvailableOnWebsiteURLTxt
FAP Summary On WebsiteYes (X)FAPSummaryOnWebsiteInd
FAP Summary On Website URLHTTPS://WWW.CITYOFHOPE.ORG/LOCATIONS/CHICAGO/FINANCIAL-ASSISTANCEFAPSummaryOnWebsiteURLTxt
FAP Avlbl On Request No ChargeYes (X)FAPAvlblOnRequestNoChargeInd
FAP App Avlbl On Request No ChrgYes (X)FAPAppAvlblOnRequestNoChrgInd
FAP Sum Avlbl On Request No ChrgYes (X)FAPSumAvlblOnRequestNoChrgInd
Notified FAP Copy Bill DisplayYes (X)NotifiedFAPCopyBillDisplayInd
Communtity Notified FAPYes (X)CommuntityNotifiedFAPInd
FAP TranslatedYes (X)FAPTranslatedInd
FAP Actions On NonpaymentYes (true)FAPActionsOnNonpaymentInd
Permit No ActionsYes (X)PermitNoActionsInd
Collection ActivitiesfalseCollectionActivitiesInd
Made Effort Orally NotifyYes (X)MadeEffortOrallyNotifyInd
Processed FAP ApplicationYes (X)ProcessedFAPApplicationInd
Made Presumptive Elig DetermYes (X)MadePresumptiveEligDetermInd
Nondis Emergency Care PolicyYes (true)NondisEmergencyCarePolicyInd
Prospective Medicare MedicaidYes (X)ProspectiveMedicareMedicaidInd
Amounts Generally BilledfalseAmountsGenerallyBilledInd
Gross ChargesfalseGrossChargesInd

Supplemental Information SupplementalInformationGrp (3 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
SCHEDULE H, PART V, SECTION B, LINE 5 FACILITY , 1FACILITY , 1 - MIDWESTERN REGIONAL MEDICAL CENTER, INC. (CITY OF HOPE CHICAGO). 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. SECONDARY DATA AND PRIMARY DATA WERE COLLECTED TO INFORM COMMUNITY HEALTH PRIORITIES AND NEEDS, AS WELL AS ASSETS AND GAPS IN RESOURCES. SECONDARY DATA COLLECTION SECONDARY DATA WAS COLLECTED FROM A VARIETY OF LOCAL, COUNTY AND STATE SOURCES TO PRESENT COMMUNITY DEMOGRAPHICS, SOCIAL AND ECONOMIC FACTORS, COVID-19, HEALTH ACCESS, HEALTH BEHAVIORS, MENTAL HEALTH, CHRONIC DISEASES, CANCER AND HEALTH STATUS, AND MORTALITY. WHEN PERTINENT, THESE DATA SETS ARE PRESENTED IN THE CONTEXT OF THE STATE OF ILLINOIS, FRAMING THE SCOPE OF AN ISSUE AS IT RELATES TO THE BROADER COMMUNITY. ADDITIONAL DATA SETS CAN BE FOUND IN APPENDIX A OF THE CHNA. SECONDARY DATASETS FOR THE HOSPITAL SERVICE AREA WERE COLLECTED AND DOCUMENTED IN DATA TABLES WITH NARRATIVE EXPLANATIONS. THE TABLES INCLUDE THE DATA INDICATOR, THE GEOGRAPHIC AREA REPRESENTED, THE DATA MEASUREMENT (E.G., RATE, NUMBER OR PERCENT), COUNTY AND STATE COMPARISONS (WHEN AVAILABLE), DATA SOURCE AND DATA YEAR. PRIMARY DATA COLLECTION PRIMARY DATA IS THE RESULT OF CONVERSATIONS WITH COMMUNITY STAKEHOLDERS, INCLUDING RESIDENTS, SERVICE PROVIDERS AND REPRESENTATIVES ACROSS SECTORS, REGARDING HOW A PARTICULAR HEALTH OR SOCIAL ISSUE IMPACTS THEM. PRIMARY DATA CAN BE GATHERED DIRECTLY THROUGH FOCUS GROUPS, INTERVIEWS AND/OR TARGETED SURVEYS. INTERVIEWS CITY OF HOPE CONDUCTED 27 TELEPHONE INTERVIEWS, WHICH WERE COMPLETED FROM FEBRUARY TO APRIL 2024. INTERVIEW PARTICIPANTS INCLUDED A BROAD RANGE OF STAKEHOLDERS CONCERNED WITH HEALTH AND WELL-BEING IN THE SERVICE AREA. THE INTERVIEW PARTICIPANTS WERE ASKED TO DESCRIBE, FROM THEIR PERSPECTIVE, SOME OF THE MAJOR HEALTH ISSUES IMPACTING THE COMMUNITY, AS WELL AS POPULATIONS WHO WERE NOT REGULARLY ACCESSING HEALTH CARE. DURING THE INTERVIEWS, PARTICIPANTS WERE ASKED TO SHARE THEIR PERSPECTIVES ON THE ISSUES, CHALLENGES AND BARRIERS RELATIVE TO THE IDENTIFIED HEALTH NEEDS. INTERVIEWEES WERE ALSO ASKED WHAT MAKES EACH HEALTH NEED A SIGNIFICANT ISSUE IN THE COMMUNITY, AND WHAT ARE THE CHALLENGES PEOPLE FACE IN ADDRESSING THESE NEEDS. PEOPLE INTERVIEWED: CANCER WELLNESS CENTER - NORA BARQUIN - CLINICAL ASSOCIATE, CANCER WELLNESS CENTER - SAVINA CHACHEVA - PROGRAM DIRECTOR, HEALTH CARE FOUNDATION OF NORTHERN LAKE COUNTY - VENONCIA M. BATE-AMBRUS, PHD, MS, MA - EXECUTIVE DIRECTOR, HEART OF THE CITY - FRANCISCO MARTINEZ, M.ED. - DIRECTOR OF YOUTH DEVELOPMENT, HEART OF THE CITY - NATASHA KOPYSTYNSKY - WELLNESS AND COMMUNITY ENGAGEMENT COORDINATOR, HISPANIC AMERICAN COMMUNITY EDUCATION AND SERVICES (HACES) - ALICIA GARCIA - DIRECTOR OF PROGRAMS, HIGHLAND PARK HOSPITAL - HANIA FUSCHETTO - COMMUNITY RELATIONS MANAGER, ILLINOIS BREAST AND CERVICAL CANCER PROGRAM - LAKE COUNTY HEALTH DEPARTMENT AND COMMUNITY HEALTH CENTER - VIANEY CASILLAS B.S.N., R.N. - IBCCP COORDINATOR, LAKE COUNTY HEALTH DEPARTMENT AND COMMUNITY CENTER - OLIVIA LIVINGSTON, MHA - CONTINUOUS QUALITY IMPROVEMENT SPECIALIST, LAKE COUNTY PARTNERS - BETHANY WILLIAMS - STRATEGY & INTELLIGENCE DIRECTOR, LAKE COUNTY PARTNERS - KEVIN CONSIDINE - PRESIDENT & CEO, LAKE COUNTY REGIONAL OFFICE OF EDUCATION - MICHAEL KARNER, ED.D - LAKE COUNTY REGIONAL SUPERINTENDENT OF SCHOOLS, OUR SHINING STARS FOUNDATION - LATRISHA COLE - CHIEF EXECUTIVE OFFICER, STABEN HOUSE, WAUKEGAN TOWNSHIP - LORETTA PABLE, MA - PROGRAM DIRECTOR, OUR SHINING STARS FOUNDATION - LATRISHA COLE - CHIEF EXECUTIVE OFFICER, PATRICIA JONES CENTER - WAUKEGAN TOWNSHIP - CHERI PIERSON-WHITE - ASSISTANT MANAGER, STABEN HOUSE, WAUKEGAN TOWNSHIP - LORETTA PABLE, MA - PROGRAM DIRECTOR, THE INN ON SHERIDAN - AMBER ALDEN - DIRECTOR OF SALES, UNITED WAY OF KENOSHA COUNTY - CAROLYNN FRIESCH - CHIEF EXECUTIVE OFFICER, UNIVERSITY OF ILLINOIS EXTENSION - DALE KEHR, MBA - FAMILY CONSUMER & SCIENCES EDUCATOR, SNAP-ED, WAUKEGAN TOWNSHIP - KANEICIA BROWN, MBA - HEALTH, WELLNESS, AND WORK-LIFE COORDINATOR PAJC, YOUTHBUILD LAKE COUNTY - KASHMIR KRUMP - DIRECTOR OF APPRENTICESHIP AND PLACEMENT, FAMILY FIRST CENTER - MANNY HERNANDEZ - DIRECTOR OF COMMUNITY, ZION-BENTON PUBLIC LIBRARY - LINDSAY FREY, MLIS - ADULT SERVICES COORDINATOR, ZION FIRE-RESCUE DEPARTMENT - JUSTIN STRIED - FIRE CHIEF, ZION POLICE DEPARTMENT - ERIC BARDEN - CHIEF OF POLICE, ZION TOWNSHIP - AMY ONAN - CLIENT WORKFORCE COORDINATOR.
SCHEDULE H, PART V, SECTION B, LINE 11 FACILITY , 1FACILITY , 1 - MIDWESTERN REGIONAL MEDICAL CENTER, INC. (CITY OF HOPE CHICAGO). AS A SPECIALTY HOSPITAL, CITY OF HOPE CHICAGO IS NOT REQUIRED TO ADDRESS ISSUES OUTSIDE ITS 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 WILL ENSURE OUR LANGUAGE AND PROGRAMMING PRIORITIZE THE MOST VULNERABLE POPULATIONS. WE WILL ADHERE TO THE FIVE CORE PRINCIPLES TO GUIDE ALL PROGRAMS AND SERVICES, ENSURING WE REMAIN FOCUSED ON COMMUNITIES WITH THE GREATEST UNMET HEALTH 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 WITHIN THE COMMUNITIES WHERE WE WORK AND SERVE. WE ARE PARTICULARLY FOCUSED ON MEETING THE NEEDS OF OUR VULNERABLE RESIDENTS. WE AIM TO MAXIMIZE COMMUNITY 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 , 1FACILITY , 1 - MIDWESTERN REGIONAL MEDICAL CENTER, INC. (CITY OF HOPE CHICAGO). 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 CHICAGO'S FINANCIAL ASSISTANCE POLICY. ALL AGENCIES USED FOR COLLECTION PURPOSES ARE ADVISED OF CITY OF HOPE'S POLICY IN WRITING, AND CITY OF HOPE CHICAGO'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.
FieldValueIRS element (for citing)
Facility2FacilityNum

Oth Hlth Care Fclts Not Hospital OthHlthCareFcltsNotHospitalGrp

Oth Hlth Care Fclts OthHlthCareFcltsGrp (2 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdFacilityFacilityTxt
CITY OF HOPE CANCER CARE DOWNTOWN CHICAGO
160 UPPER E ILLINOIS STCHICAGOIL60611OUTPATIENT CANCER TREATMENT CENTER
CITY OF HOPE CANCER CARE NORTH SHORE
9300 WAUKEGAN ROADMORTON GROVEIL60053OUTPATIENT CANCER TREATMENT CENTER

Supplemental Information Detail SupplementalInformationDetail (15 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
SCHEDULE H, PART I, LINE 7 COSTING METHODOLOGY USED TO CALCULATE FINANCIAL ASSISTANCESCHEDULE 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 INCLUDES ALL PATIENT AND PAYOR SEGMENTS SUCH AS INPATIENT AND OUTPATIENT, PRIVATE INSURANCE, MANAGED CARE, MEDICARE, MEDICAID, OTHER INSURERS, AND THE UNINSURED OR UNDERINSURED. HOSPITAL PARTICIPATION IN THE HOSPITAL FEE PROGRAM (THE PROGRAM) IS MANDATORY, WITH LIMITED EXCEPTIONS. DURING THE FISCAL YEAR ENDED SEPTEMBER 30, 2025, THE HOSPITAL MADE PAYMENTS TO THE PROGRAM IN THE AMOUNT OF $35,065,430, AND RECORDED AS REVENUE $5,311,121 IN SUPPLEMENTAL PAYMENTS. EXCLUDING THE EFFECTS OF THE PROGRAM ON YEAR 2025 SCHEDULE H, PART I, LINE 7B, COLUMN (E) NET COMMUNITY BENEFIT EXPENSE WOULD HAVE BEEN EQUAL TO $10,686,560 OR 3.28% OF TOTAL EXPENSE. THIS WOULD HAVE DECREASED LINE 7K, COLUMN (F), TO 5.38%. CITY OF HOPE CHICAGO 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 ACCOUNTING FOR 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 FISCAL YEAR 2025, WHICH WAS DETERMINED BASED ON DATA REPORTED BY VARIOUS CITY OF HOPE CHICAGO 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 CHICAGO. 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.
SCHEDULE H, PART II COMMUNITY BUILDING ACTIVITIESCOMMUNITY BUILDING ACTIVITIES SHOWN ON SCHEDULE H ARE VALUED AT $49,620. HAVING COMPLETED THE COMMUNITY HEALTH NEEDS ASSESSMENT (CHNA) AND IMPLEMENTATION STRATEGY FOR FY2024, CITY OF HOPE CHICAGO ENTERED FY25 WITH A CONTINUED FOCUS ON ESTABLISHING THE COMMUNITY BENEFIT ADVISORY COUNCIL. THIS INCLUDED ENGAGING COMMUNITY MEMBERS TO COLLABORATIVELY IDENTIFY ACTIONABLE SOLUTIONS FOR PRIORITIZED HEALTH NEEDS AND DEEPENING PARTNERSHIPS THAT DRIVE SUSTAINABLE COMMUNITY IMPACT. DURING FY2025 THE TEAM ADVANCED COMMUNITY CANCER EDUCATION BY SUPPORTING CULTURALLY RESPONSIVE EDUCATION EVENTS DESIGNED TO MEET PEOPLE WHERE THEY ARE. THROUGH COLLABORATION WITH TRUSTED COMMUNITY PARTNERS, SUPPORT GROUPS, LOCAL VOLUNTEER EFFORTS, AND WORKFORCE DEVELOPMENT INITIATIVES THAT INSPIRED PATHWAYS INTO HEALTHCARE, THESE EFFORTS PRIORITIZED RELEVANCE, ACCESSIBILITY, AND RESPECT FOR DIVERSE COMMUNITIES. LOOKING AHEAD, WE REMAIN COMMITTED TO STRENGTHENING INCLUSIVE, COMMUNITY-INFORMED PROGRAMMING THAT ADVANCES HEALTH EQUITY, BUILDS TRUST, AND SUPPORTS LONG-TERM WELL-BEING ACROSS THE REGIONS WE SERVE.
SCHEDULE H, PART III, LINE 2 BAD DEBT EXPENSE - METHODOLOGY USED TO ESTIMATE AMOUNTCITY OF HOPE CHICAGO'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 CHICAGO'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 CHICAGO'S PATIENT RECEIVABLES.
SCHEDULE H, PART III, LINE 4 BAD DEBT EXPENSE - FINANCIAL STATEMENT FOOTNOTECITY OF HOPE CHICAGO'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 CHICAGO'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 CHICAGO'S PATIENT RECEIVABLES.
SCHEDULE H, PART III, LINE 8 COMMUNITY BENEFIT & METHODOLOGY FOR DETERMINING MEDICARE COSTSIN 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 CHICAGO TREATS A HIGH PROPORTION OF MEDICARE PATIENTS. THAT FACT, COMBINED WITH THE HIGH COST OF COMPLEX CARE, MEANS THAT CITY OF HOPE CHICAGO BEARS SIGNIFICANT UNREIMBURSED MEDICARE EXPENSES. RECOGNIZING CITY OF HOPE CHICAGO'S EXTRAORDINARY CONTRIBUTIONS TO CANCER CARE, RESEARCH, EDUCATION AND POPULATION HEALTH, CITY OF HOPE CHICAGO'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 CHICAGO INCURS ADDITIONAL COSTS IN THE TREATMENT OF MEDICARE PATIENTS FOR WHICH MEDICARE EXCLUDES FROM THE CALCULATION OF ALLOWABLE COSTS. THIS AMOUNT TOTALED APPROXIMATELY $3,256,665 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 CHICAGO INCURS FOR MEDICARE PATIENTS TOTALED APPROXIMATELY $18,425,833. CITY OF HOPE CHICAGO 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 CHICAGO'S TOTAL PATIENT DAYS.
SCHEDULE H, PART III, LINE 9B COLLECTION PRACTICES FOR PATIENTS ELIGIBLE FOR FINANCIAL ASSISTANCEPATIENT 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 THEIR ACCOUNT IS SENT TO A COLLECTION AGENCY. NEITHER CITY OF HOPE CHICAGO 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 CHICAGO'S POLICY IN WRITING AND THE CHARITY CARE POLICY IS INCORPORATED BY REFERENCE IN COLLECTION CONTRACTS WITH SUCH AGENCIES. CITY OF HOPE CHICAGO RECEIVES WRITTEN ASSURANCES FROM THESE AGENCIES THAT THEY WILL ADHERE TO CITY OF HOPE CHICAGO'S STANDARDS.
SCHEDULE H, PART V, SECTION B, LINE 16A FAP WEBSITE- MIDWESTERN REGIONAL MEDICAL CENTER, INC.: LINE 16A URL: HTTPS://WWW.CITYOFHOPE.ORG/LOCATIONS/CHICAGO/FINANCIAL-ASSISTANCE;
SCHEDULE H, PART V, SECTION B, LINE 16B FAP APPLICATION WEBSITE- MIDWESTERN REGIONAL MEDICAL CENTER, INC.: LINE 16B URL: HTTPS://WWW.CITYOFHOPE.ORG/LOCATIONS/CHICAGO/FINANCIAL-ASSISTANCE;
SCHEDULE H, PART V, SECTION B, LINE 16C FAP PLAIN LANGUAGE SUMMARY WEBSITE- MIDWESTERN REGIONAL MEDICAL CENTER, INC.: LINE 16C URL: HTTPS://WWW.CITYOFHOPE.ORG/LOCATIONS/CHICAGO/FINANCIAL-ASSISTANCE;
SCHEDULE H, PART VI, LINE 2 NEEDS ASSESSMENTTHE COMMUNITY HEALTH NEEDS ASSESSMENT AND IMPLEMENTATION STRATEGY WERE APPROVED BY THE CITY OF HOPE CHICAGO BOARD ON 05/17/24 AND 9/13/24 RESPECTIVELY. IN FY2025, CITY OF HOPE CHICAGO CREATED INFRASTRUCTURE, INCLUDING OVERSIGHT, THAT MANAGED AND SUSTAINED ALL COMMUNITY BENEFIT PROGRAMMING AND REPORTING THAT ARE ALIGNED WITH THE IMPLEMENTATION STRATEGY. OVERSIGHT TO ENSURE CITY OF HOPE CHICAGO'S REPORTABLE COMMUNITY BENEFIT PROGRAMS AND SERVICES ARE TARGETING THE NEEDS IDENTIFIED IN THE FY2024 NEEDS ASSESSMENT, THE COMMUNITY BENEFIT ADVISORY COUNCIL (CBAC) WILL MEET FOUR TIMES A YEAR, STARTING IN FY26. THE CBAC IS COMPRISED OF INDIVIDUAL MEMBERS WHO 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 CHICAGO CBAC IS MADE UP OF REPRESENTATIVES FROM THE FOLLOWING ORGANIZATIONS: - ZION TOWNSHIP - CITY OF ZION POLICE DEPARTMENT - ZION ELEMENTARY SCHOOL DISTRICT 6 - UNITED WAY OF LAKE COUNTY - FAMILY FIRST - CANCER WELLNESS - HEART OF THE CITY - HEALTHCARE FOUNDATION OF NORTHERN LAKE COUNTY - LAKE COUNTY HEALTH DEPARTMENT - RACINE FAMILY YMCA 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 THE CHNA. 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 ASSISTANCECITY OF HOPE CHICAGO 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 CHICAGO (SUCH AS POSTERS OR NOTICES IN KEY ADMITTING AND REGISTRATION AREAS, POINT OF SERVICE BROCHURES IN WAITING AREAS); CITY OF HOPE CHICAGO'S WEBSITE; IN ROUTINE, WRITTEN NOTIFICATION GIVEN AT THE TIME OF ADMISSION TO CITY OF HOPE CHICAGO; 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 CHICAGO FINANCIAL REPRESENTATIVE. CITY OF HOPE CHICAGO WILL ALSO PROVIDE A PAPER OR ELECTRONIC COPY OF THIS FINANCIAL ASSISTANCE POLICY UPON REQUEST.
SCHEDULE H, PART VI, LINE 4 COMMUNITY INFORMATIONPOPULATION THE POPULATION OF LAKE COUNTY GREW BY 1.2% AS COMPARED TO A DROP IN THE OVERALL POPULATION OF THE STATE OF ILLINOIS (-0.8%). THE POPULATION OF WAUKEGAN GREW 4.2% IN THE SAME PERIOD, AND ZION GREW BY 1.8%. GENDER THE HOSPITAL SERVICE AREA POPULATION IS 50.2% MALE AND 49.8% FEMALE. CHILDREN AND YOUTH, AGES 0-19, MAKE UP 31.6% OF THE POPULATION, 58.3% ARE ADULTS, AGES 20-64, AND 15.1% OF THE POPULATION ARE SENIOR ADULTS, AGES 65 AND OLDER. IT IS OF NOTE TO MENTION THAT THOSE AGED 20-24 ARE THE LOWEST PERCENT OF THE TOTAL POPULATION AT 6.9%. WHEN THE SERVICE AREA IS EXAMINED BY COUNTY, LAKE COUNTY HAS THE HIGHEST PERCENTAGE OF CHILDREN AND YOUTH (26.8%). MCHENRY, LAKE, AND KENOSHA COUNTIES HAVE A SIMILAR PERCENTAGE OF SENIOR ADULTS (15.5%, 15.0% AND 14.8%). THOSE YOUNGER THAN 19 YEARS LIVE MOSTLY IN THE CITIES OF WAUKEGAN AND ZION (27.9% AND 29.6%) RESPECTIVELY. BETWEEN THE YEARS 2018 AND 2022, THERE WAS PROGRESSIVE GROWTH ACROSS ALL AGE GROUPS. RACE AND ETHNICITY LAKE COUNTY HAS THE HIGHEST PERCENTAGE OF HISPANIC AND ASIAN RESIDENTS (22.2%/8.0%). WHEN YOU TAKE A CLOSER LOOK, IN WAUKEGAN, 56.5% OF THE POPULATION ARE HISPANIC OR LATINO RESIDENTS AND IN ZION, 40.7% OF THE POPULATION ARE HISPANIC OR LATINO RESIDENTS. SIMILARLY, ZION AND WAUKEGAN HAVE A HIGHER PERCENTAGE OF BLACKS CALLING THESE CITIES HOME (21.6%/16.7%). CITIZENSHIP ACCORDING TO THE UNITED STATES CENSUS BUREAU, "THE FOREIGN-BORN POPULATION IS COMPOSED OF ANYONE WHO IS NOT A U.S. CITIZEN AT BIRTH. THIS INCLUDES PERSONS WHO HAVE BECOME U.S. CITIZENS THROUGH NATURALIZATION, LAWFUL PERMANENT RESIDENTS (IMMIGRANTS), TEMPORARY MIGRANTS (SUCH AS FOREIGN STUDENTS), HUMANITARIAN MIGRANTS (SUCH AS REFUGEES AND ASYLEES), AND UNAUTHORIZED MIGRANTS." IN THE SERVICE AREA, 14.7% OF THE POPULATION IS FOREIGN-BORN. OF THE FOREIGN-BORN IN THE SERVICE AREA, 6.9% ARE NOT U.S. CITIZENS AS COMPARED TO THE STATE OF ILLINOIS, WHERE 46.8% OF THE FOREIGN-BORN ARE NOT CITIZENS. IN THE SERVICE AREA, 76% OF THE POPULATION, 5 YEARS AND OLDER, SPEAK ONLY ENGLISH IN THE HOME. 14.3% SPEAK SPANISH, 5.3% SPEAK AN INDO-EUROPEAN LANGUAGE OTHER THAN SPANISH OR ENGLISH, AND 3.4% SPEAK AN ASIAN OR PACIFIC ISLANDER LANGUAGE IN THE HOME. THE HIGHEST PERCENTAGE OF SPANISH SPEAKERS RESIDE IN WAUKEGAN (44.7%) FOLLOWED BY ZION (28.5%). THE HIGHEST PERCENTAGE OF NON-SPANISH INDO-EUROPEAN LANGUAGES SPOKEN AT HOME LIVE IN LAKE COUNTY (6.7%) AND IN MCHENRY COUNTY (3.5%). LAKE COUNTY HAS THE HIGHEST PERCENTAGE OF ASIAN LANGUAGE SPEAKERS (4.7%) IN THE SERVICE AREA, IN WAUKEGAN (4.7%) SPEAK AN ASIAN LANGUAGE. VETERAN STATUS IN THE SERVICE AREA, 5.7% OF THE CIVILIAN POPULATION, 18 YEARS AND OLDER, ARE VETERANS. THIS IS SLIGHTLY HIGHER THAN THE STATEWIDE RATE (5.2%). IN ZION, 8.8% OF THE POPULATION ARE VETERANS.
SCHEDULE H, PART VI, LINE 5 PROMOTION OF COMMUNITY HEALTHCITY OF HOPE CHICAGO ("THE HOSPITAL") MAINTAINS AN EMERGENCY ROOM AND PRIMARILY FOCUSES ON THE PROVISION OF CANCER CARE SERVICES, ALL FOR THE BENEFIT OF THE 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 $52,229 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 ALSO 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 SYSTEMCITY OF HOPE CHICAGO 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 U.S. 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 REPORTIL

Schedule J IRS990ScheduleJ

FieldValueIRS element (for citing)
First Class Or Charter TravelYes (X)FirstClassOrCharterTravelInd
Written Policy Ref T And E ExpnssYes (true)WrittenPolicyRefTAndEExpnssInd
Substantiation RequiredYes (true)SubstantiationRequiredInd
Compensation CommitteeYes (X)CompensationCommitteeInd
Independent ConsultantYes (X)IndependentConsultantInd
Form990 Of Other OrganizationsYes (X)Form990OfOtherOrganizationsInd
Written Employment ContractYes (X)WrittenEmploymentContractInd
Compensation SurveyYes (X)CompensationSurveyInd
Severance PaymentfalseSeverancePaymentInd
Supplemental Nonqual Rtr PlanYes (true)SupplementalNonqualRtrPlanInd
Equity Based Comp ArrngmfalseEquityBasedCompArrngmInd
Comp Based On Revenue Of Flng OrgfalseCompBasedOnRevenueOfFlngOrgInd
Comp Bsd On Rev Related OrgsfalseCompBsdOnRevRelatedOrgsInd
Comp Bsd Net Earns Flng OrgfalseCompBsdNetEarnsFlngOrgInd
Comp Bsd Net Earns Rltd OrgsfalseCompBsdNetEarnsRltdOrgsInd
Any Non Fixed PaymentsYes (true)AnyNonFixedPaymentsInd
Initial Contract ExceptionfalseInitialContractExceptionInd

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (17 entries)

TitleTitleTxtBase Compensation Filing OrgBaseCompensationFilingOrgAmtCompensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmtBonus Filing OrganizationBonusFilingOrganizationAmountBonus Related OrganizationsBonusRelatedOrganizationsAmtOther Compensation Filing OrgOtherCompensationFilingOrgAmtOther Compensation Rltd OrgsOtherCompensationRltdOrgsAmtDeferred Compensation Flng OrgDeferredCompensationFlngOrgAmtDeferred Comp Rltd OrgsDeferredCompRltdOrgsAmtNontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmtNontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmtTotal Compensation Filing OrgTotalCompensationFilingOrgAmtTotal Compensation Rltd OrgsTotalCompensationRltdOrgsAmtComp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmtComp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt
MARK HULSE
FORMER CHIEF DIGITAL OFFICER$8,324$158,168$3,750$71,250$2,811$53,405$503$9,557$269$5,110$15,657$297,490$6,001$114,023
JENNIFER PARKHURST
FORMER OFFICER$0$221,089$0$150,000$0$840,906$0$16,140$0$21,886$0$1,250,021$0$77,629
ANTHONY GOVORCHIN
MARKET PRESIDENT - CHICAGO$509,228$0$129,977$0$3,510$0$22,424$0$30,769$0$695,908$0$0$0
CRISTIN OCALLAHAN
SECRETARY/GENERAL COUNSEL$36,375$691,121$29,133$553,526$2,245$42,651$10,807$205,337$1,741$33,078$80,301$1,525,713$6,561$124,663
YVETTE TREMONTI
TREASURER/CHIEF FINANCIAL OFFICER$24,832$471,816$17,929$340,655$446$8,466$3,469$65,917$933$17,721$47,609$904,575$0$0
ANGELINA FAKHOURY-SIVERTS
VP, PATIENT CARE SERVICES/CHIEF NURSING OFFICER$209,305$0$34,871$0$179$0$9,989$0$14,092$0$268,436$0$0$0
DEBRA F FIELDS
EXEC VP & CHIEF TRANSFORMATION OFC$51,721$982,686$40,780$774,820$4,159$79,026$12,606$239,518$2,160$41,045$111,426$2,117,095$10,571$200,849
BETHANY GAROUTTE
CHIEF OPERATING OFFICER, CHICAGO$293,323$0$75,499$0$450$0$13,800$0$26,399$0$409,471$0$0$0
KEVIN MANEMANN
EVP & CHIEF INTEGRATION OFFCR$100,400$903,597$78,066$702,594$538$4,844$19,007$171,061$3,702$33,319$201,713$1,815,415$0$0
SIMON NAZARIAN
CHIEF DIGITAL OFFICER$14,709$279,463$30,000$570,000$135$2,573$1,615$30,677$332$6,304$46,791$889,017$0$0
RICHARD PIEKARZ
CHIEF FINANCIAL OFFICER, CHICAGO$330,632$0$80,532$0$1,496$0$13,800$0$7,546$0$434,006$0$0$0
ROBERT W STONE
COH PRESIDENT & CEO$108,509$2,061,666$185,632$3,527,018$10,141$192,684$50,269$955,106$1,242$23,593$355,793$6,760,067$36,051$684,964
HARLAN ALCON LEVINE
PRES, HLTH INNOVATION & POLICY$56,154$1,066,912$48,690$925,117$5,415$102,887$13,344$253,532$1,240$23,554$124,843$2,372,002$11,726$222,801
KRISTIN BERTELL
CHIEF PHILANTHROPY OFFICER$25,161$737,308$18,701$547,998$1,709$50,071$6,642$194,627$1,294$37,913$53,507$1,567,917$5,057$148,178
JO ANN ESCASA-HAIGH
CHIEF BUSINESS OFFICER$47,069$1,129,651$31,845$764,284$692$16,608$9,310$223,449$992$23,800$89,908$2,157,792$0$0
VIJAY TRISAL MD
SYSTEM CHIEF CLINICAL OFFICER$26,995$791,047$12,625$369,939$1,907$55,892$3,081$90,285$1,259$36,889$45,867$1,344,052$1,833$53,704
MARCELLUS R VAN DEN BRINK MD PHD
COHNMC PRESIDENT & CHF PHYS EXEC$14,986$1,483,628$6,409$634,531$605$59,873$3,469$343,401$231$22,881$25,700$2,544,314$0$0

Supplemental Information Detail SupplementalInformationDetail (3 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
SCHEDULE J, PART I, LINE 1A FIRST-CLASS OR CHARTER TRAVELCITY OF HOPE CHICAGO 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 PLANCERTAIN 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. DURING CALENDAR YEAR 2024, NO INDIVIDUALS WITHDREW AMOUNTS TO COVER SUCH TAXES.
SCHEDULE J, PART I, LINE 7 NON-FIXED PAYMENTSCITY OF HOPE CHICAGO'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).

Schedule L IRS990ScheduleL

Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp

Name Of Interested NameOfInterested

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1JACOB GOVORCHINBusinessNameLine1Txt
FieldValueIRS element (for citing)
Relationship DescriptionFAMILY MEMBER OF OFFICERRelationshipDescriptionTxt
Transaction$171,150TransactionAmt
TransactionEMPLOYEE COMPENSATIONTransactionDesc
Sharing Of RevenuesfalseSharingOfRevenuesInd

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (16 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990, PART III, LINE 1 ORGANIZATION'S MISSIONMIDWESTERN REGIONAL MEDICAL CENTER, INC. (CITY OF HOPE CHICAGO) 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), WESTERN REGIONAL MEDICAL CENTER, INC. (CITY OF HOPE PHOENIX), 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 1096ALL 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 CHICAGO'S PARENT ORGANIZATION.
FORM 990, PART V, LINE 2A COMMON PAYMASTER ARRANGEMENTMOST 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 PERSONSRONALD SARGENT AND SUZANNE VAUTRINOT - BUSINESS RELATIONSHIP
FORM 990, PART VI, LINE 6 CLASSES OF MEMBERS OR STOCKHOLDERSCOH HOLDCO (FEIN: 87-3651176) IS THE SOLE CORPORATE MEMBER OF CITY OF HOPE CHICAGO (THE "HOSPITAL").
FORM 990, PART VI, LINE 7A MEMBERS OR STOCKHOLDERS ELECTING MEMBERS OF GOVERNING BODYCOH 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 STOCKHOLDERSCERTAIN 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 CHICAGO, INCLUDING: BORROWING MONEY IN THE NAME OF CITY OF HOPE CHICAGO OR UTILIZING PROPERTY OWNED BY CITY OF HOPE CHICAGO AS SECURITY FOR SUCH LOANS; ASSIGN, TRANSFER, PLEDGE, COMPROMISE OR RELEASE ANY OF THE CLAIMS OR DEBTS TO CITY OF HOPE CHICAGO EXCEPT ON PAYMENT IN FULL, OR ARBITRATE OR CONSENT TO THE ARBITRATION OF ANY DISPUTE OR CONTROVERSY OF CITY OF HOPE CHICAGO; 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 CHICAGO; 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 CHICAGO OR ENTER INTO ANY CONTRACT OR INCUR ANY LIABILITIES ON BEHALF OF CITY OF HOPE CHICAGO 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 OR 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 CHICAGO; 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 BODYTHERE 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 BODYA 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 CHICAGO. 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 POLICYALL 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/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 OFFICIALTHE 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 CHICAGO 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 EMPLOYEESTHE 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 CHICAGO 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 PUBLICTHE HOSPITAL'S BYLAWS AND ARTICLES OF INCORPORATION 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 CHICAGO 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 MRMCTHE PRIOR PERIOD ADJUSTMENT REFLECTS A CHANGE IN THE ENTITY REPORTING FOR CITY OF HOPE MEDICAL GROUP OF ILLINOIS, PLLC, A SINGLE-MEMBER LIMITED LIABILITY COMPANY, REPORTED UNDER COH HOLDCO. IN FY2025, EFFECTIVE OCTOBER 1, 2024, OWNERSHIP OF CITY OF HOPE MEDICAL GROUP OF ILLINOIS, PLLC WAS TRANSFERRED FROM COH HOLDCO TO CITY OF HOPE CHICAGO AND IT HAS BEEN REPORTED ON THIS RETURN.
HEADING, BOX C DOING BUSINESS AS NAMECITY OF HOPE CANCER CENTER CHICAGO

Schedule R IRS990ScheduleR

Id Disregarded Entities IdDisregardedEntitiesGrp

Disregarded Entity Name DisregardedEntityName

FieldValueIRS element (for citing)
Business Name Line1CITY OF HOPE MEDICAL GROUP OF ILLINOIS PLLCBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line12610 SHERIDAN ROADAddressLine1Txt
CityZIONCityNm
State AbbreviationILStateAbbreviationCd
ZIP60099ZIPCd
FieldValueIRS element (for citing)
EIN363755646EIN
Primary ActivitiesPHYSICIAN/CLINICAL SERVICESPrimaryActivitiesTxt
Legal Domicile StateILLegalDomicileStateCd
Total Income$33,533,916TotalIncomeAmt
End Of Year Assets-$64,811,732EndOfYearAssetsAmt

Direct Controlling Entity Name DirectControllingEntityName

FieldValueIRS element (for citing)
Business Name Line1MIDWESTERN REGIONAL MEDICAL CENTER INCBusinessNameLine1Txt

Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (9 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdEINEINPrimary ActivitiesPrimaryActivitiesTxtLegal Domicile StateLegalDomicileStateCdExempt Code SectionExemptCodeSectionTxtPublic Charity StatusPublicCharityStatusTxtBusiness Name Line1DirectControllingEntityName/BusinessNameLine1TxtControlled OrganizationControlledOrganizationInd
BECKMAN RESEARCH INSTITUTE OF THE CITY OF HOPE
1450 EAST DUARTE ROADDUARTECA91010953432210RESEARCHCA501(C)(3)4CITY OF HOPEYes (true)
CITY OF HOPE
1500 EAST DUARTE ROADDUARTECA91010953435919FUNDRAISINGCA501(C)(3)7NAfalse
CITY OF HOPE MEDICAL FOUNDATION
1500 EAST DUARTE ROADDUARTECA91010274803222HEALTHCARECA501(C)(3)3CITY OF HOPEYes (true)
CITY OF HOPE NATIONAL MEDICAL CENTER
1500 EAST DUARTE ROADDUARTECA91010951683875HOSPITALCA501(C)(3)3CITY OF HOPEYes (true)
COH HOLDCO INC
1500 EAST DUARTE ROADDUARTECA91010873651176SUPPORTDE501(C)(3)TYPE III-FICITY OF HOPEYes (true)
SOUTHEASTERN REGIONAL MEDICAL CENTER INC
1500 EAST DUARTE ROADDUARTECA91010264572436HOSPITALGA501(C)(3)3COH HOLDCOYes (true)
THE TRANSLATIONAL GENOMICS RESEARCH INSTITUTE
445 N 5TH STREET SUITE 600PHOENIXAZ85004753065445RESEARCHAZ501(C)(3)7CITY OF HOPEYes (true)
THE TRANSLATIONAL GENOMICS RESEARCH INSTITUTE FOUNDATION
445 N 5TH STREET SUITE 120PHOENIXAZ85004331092191FUNDRAISINGAZ501(C)(3)7TGENYes (true)
WESTERN REGIONAL MEDICAL CENTER INC
1500 EAST DUARTE ROADDUARTECA91010320197974HOSPITALAZ501(C)(3)3COH HOLDCOYes (true)

Id Related Org Txbl Partnership IdRelatedOrgTxblPartnershipGrp

Related Organization Name RelatedOrganizationName

FieldValueIRS element (for citing)
Business Name Line1SOUTHERN CALIFORNIA RADIATION ONCOLOGY LLCBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line11500 EAST DUARTE ROADAddressLine1Txt
CityDUARTECityNm
State AbbreviationCAStateAbbreviationCd
ZIP91010ZIPCd
FieldValueIRS element (for citing)
EIN364887584EIN
Primary ActivitiesRADIATION ONCOLOGYPrimaryActivitiesTxt
Legal Domicile StateDELegalDomicileStateCd

Direct Controlling Entity Name DirectControllingEntityName

FieldValueIRS element (for citing)
Business Name Line1NABusinessNameLine1Txt
FieldValueIRS element (for citing)
Predominant Income TypeN/APredominantIncomeTypeTxt

Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp

Related Organization Name RelatedOrganizationName

FieldValueIRS element (for citing)
Business Name Line1ACCESSHOPE LLCBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line11500 EAST DUARTE ROADAddressLine1Txt
CityDUARTECityNm
State AbbreviationCAStateAbbreviationCd
ZIP91010ZIPCd
FieldValueIRS element (for citing)
EIN842818450EIN
Primary ActivitiesONCOLOGY SUPPORTPrimaryActivitiesTxt
Legal Domicile StateDELegalDomicileStateCd

Direct Controlling Entity Name DirectControllingEntityName

FieldValueIRS element (for citing)
Business Name Line1CITY OF HOPEBusinessNameLine1Txt
FieldValueIRS element (for citing)
Entity TypeC CORPORATIONEntityTypeTxt
Controlled OrganizationfalseControlledOrganizationInd
FieldValueIRS element (for citing)
Receipt Of Int Annts Rnts RyltsfalseReceiptOfIntAnntsRntsRyltsInd
Gift Grnt Or Cap Contri To Oth OrgfalseGiftGrntOrCapContriToOthOrgInd
Gift Grnt Cap Contri From Oth OrgfalseGiftGrntCapContriFromOthOrgInd
Loans Or Guarantees To Other OrgfalseLoansOrGuaranteesToOtherOrgInd
Loans Or Guarantees From Oth OrgfalseLoansOrGuaranteesFromOthOrgInd
Div Related OrganizationfalseDivRelatedOrganizationInd
Asset Sale To Other OrgfalseAssetSaleToOtherOrgInd
Asset Purchase From Other OrgfalseAssetPurchaseFromOtherOrgInd
Asset ExchangefalseAssetExchangeInd
Rental Of Facilities To Oth OrgfalseRentalOfFacilitiesToOthOrgInd
Rental Of Fclts From Oth OrgfalseRentalOfFcltsFromOthOrgInd
Perform Of Services For Oth OrgfalsePerformOfServicesForOthOrgInd
Perform Of Services By Other OrgYes (true)PerformOfServicesByOtherOrgInd
Sharing Of FacilitiesfalseSharingOfFacilitiesInd
Paid Employees SharingYes (true)PaidEmployeesSharingInd
Reimbursement Paid To Other OrgfalseReimbursementPaidToOtherOrgInd
Reimbursement Paid By Other OrgfalseReimbursementPaidByOtherOrgInd
Transfer To Other OrgfalseTransferToOtherOrgInd
Transfer From Other OrgYes (true)TransferFromOtherOrgInd

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