2026-08-21T14:53:43+00:00 2025-09-30 346565596 ERNST & YOUNG US LLP 18101 VON KARMAN AVENUE IRVINE CA 92612 990 2024-10-01 362510771 MIDWESTERN REGIONAL MEDICAL CENTER INC MIDW 6262564673 1500 EAST DUARTE ROAD DUARTE CA 91010 ANTHONY GOVORCHIN PRESIDENT 6262564673 2026-08-21 true true KARA ADAMS P00023315 9497942300 2026-07-25 2024 2025-03-06 01:10:19Z CITY OF HOPE CHICAGO ANTHONY GOVORCHIN 1500 EAST DUARTE ROAD DUARTE CA 91010 307623591 false X CANCERCENTER.COM/LOCATIONS/CHICAGO X 2022 IL TO PROVIDE COMPASSIONATE MEDICAL CARE TO PEOPLE WITH CANCER, DIABETES AND OTHER LIFE-THREATENING ILLNESSES AND TRANSFORMING THE FUTURE OF CANCER CARE BY UNIFYING THE BRANCHES OF BIOMEDICAL RESEARCH, TREATMENT AND ACADEMIA. 9 9 850 15 29008 0 0 0 241262835 305791869 30412 223186 363946 420095 241657193 306435150 8567118 0 0 91268006 119947899 0 0 163073827 205707898 262908951 325655797 -21251758 -19220647 174125999 178142600 18757711 86036214 155368288 92106386 TO PROVIDE COMPASSIONATE MEDICAL CARE TO PEOPLE WITH CANCER, DIABETES AND OTHER LIFE-THREATENING ILLNESSES AND TRANSFORMING THE FUTURE OF CANCER CARE BY UNIFYING THE BRANCHES OF BIOMEDICAL RESEARCH, TREATMENT AND ACADEMIA. false false 282725446 0 305791869 PATIENT 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. 282725446 true false false false false false false false false false true false false false true true false true false false false false false false false false true true false false true false false false false false false false false true false false false false false true true true true false false true X 0 0 850 true true true false false false false false false false false false true false X 9 9 true false false false true true true true false false false false true true true true true true true true false false IL X YVETTE TREMONTI 6262564673 1500 E DUARTE ROAD DUARTE CA 91010 GLENN D STEELE JR MD PHD DIRECTOR & CHAIR OF THE BOARD 2.0 8.0 X X 0 0 0 BARBARA BRUSER CFA DIRECTOR 2.0 8.0 X 0 0 0 MORGAN CHU ESQ DIRECTOR 2.0 13.0 X 0 0 0 PHILIP FASANO DIRECTOR 2.0 8.0 X 0 0 0 RONALD L SARGENT DIRECTOR/ VICE CHAIR 2.0 8.0 X 0 0 0 SELWYN ISAKOW DIRECTOR 2.0 10.0 X 0 0 0 STEVEN B FINK DIRECTOR 2.0 12.0 X 0 0 0 SUZANNE VAUTRINOT DIRECTOR 2.0 8.0 X 0 0 0 WILLIAM J POST DIRECTOR 2.0 8.0 X 0 0 0 ANTHONY GOVORCHIN MARKET PRESIDENT - CHICAGO 60.0 0 X 642715 0 53193 CRISTIN OCALLAHAN SECRETARY/GENERAL COUNSEL 3.0 57.0 X 67753 1287298 250963 YVETTE TREMONTI TREASURER/CHIEF FINANCIAL OFFICER 3.0 57.0 X 43207 820937 88040 ANGELINA FAKHOURY-SIVERTS VP, PATIENT CARE SERVICES/CHIEF NURSING OFFICER 60.0 0 X 244355 0 24081 BETHANY GAROUTTE CHIEF OPERATING OFFICER, CHICAGO 60.0 0 X 369272 0 40199 DEBRA F FIELDS EXEC VP & CHIEF TRANSFORMATION OFC 3.0 57.0 X 96660 1836532 295329 KEVIN MANEMANN EVP & CHIEF INTEGRATION OFFCR 6.0 54.0 X 179004 1611035 227089 RICHARD PIEKARZ CHIEF FINANCIAL OFFICER, CHICAGO 60.0 0 X 412660 0 21346 ROBERT W STONE COH PRESIDENT & CEO 3.0 57.0 X 304282 5781368 1030210 SIMON NAZARIAN CHIEF DIGITAL OFFICER 3.0 57.0 X 44844 852036 38928 HARLAN ALCON LEVINE PRES, HLTH INNOVATION & POLICY 3.0 57.0 X 110259 2094916 291670 JO ANN ESCASA-HAIGH CHIEF BUSINESS OFFICER 2.0 58.0 X 79606 1910543 257551 KRISTIN BERTELL CHIEF PHILANTHROPY OFFICER 2.0 58.0 X 45571 1335377 240476 MARCELLUS R VAN DEN BRINK MD PHD COHNMC PRESIDENT & CHF PHYS EXEC 1.0 59.0 X 22000 2178032 369982 VIJAY TRISAL MD SYSTEM CHIEF CLINICAL OFFICER 2.0 58.0 X 41527 1216878 131514 JENNIFER PARKHURST FORMER OFFICER 0.0 0.0 X 0 1211995 38026 MARK HULSE FORMER CHIEF DIGITAL OFFICER 0.0 0.0 X 14885 282823 15439 2718600 22419770 3414036 151 true true false ASD HEALTHCARE 5025 PLANO PKWY CARROLLTON TX 75010 ONCOLOGY-RELATED SERVICES 56342623 AMERISOURCEBERGEN DRUG CORP 1 W FIRST AVE CONSHOHOCKEN PA 19428 PHARMACEUTICAL DISTRIBUTION SERVICES 30873340 VAYA WORKFORCE SOLUTIONS LLC 5930 COMERSTONE CRT W SAN DIEGO CA 92121 CLINICAL TEMPORARY SERVICES 2462326 MEDLINE INDUSTRIES THREE LAKES DR NORTHFIELD IL 60093 MEDICAL SUPPLIES SERVICES 2434025 MCKESSON 6555 STATE HWY 161 IRVING TX 75039 MEDICAL SUPPLIES SERVICES 2013832 102 0 NET PATIENT REVENUE 621110 305393874 305393874 0 0 OTHER EXEMPT FUNCTION REVENUE 621110 236630 236630 0 0 MEDICAL OFFICE LEASE 621110 161365 80683 29008 51674 0 0 0 0 305791869 223186 0 0 223186 842043 0 1188441 0 -346398 0 -346398 0 0 -346398 0 0 CAFETERIA SALES 900099 555822 0 0 555822 CLINIC REVENUE 900099 110531 0 0 110531 OTHER MISC. 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LEASE 165742 60331397 X 0 0 0 0 0 0 0 0 0 0 0 0 SCHEDULE D, PART X, LINE 2 FIN 48 (ASC 740) FOOTNOTE THE FOLLOWING 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. true true X true X false true true true false true false 2609561 0 2609561 0.00801 56702175 16261307 40440868 0.12418 0 0 0 0.0 0 0 59311736 16261307 43050429 0.13220 3425205 813159 2612046 0.00802 52229 0 52229 0.00016 0 0 0 0.0 1789046 261950 1527096 0.00469 30520 0 30520 0.00009 0 0 5297000 1075109 4221891 0.01296 0 0 64608736 17336416 47272320 0.14516 0 0.0 0 0.0 0 0.0 0 0.0 0 0.0 49620 49620 0.00015 0 0.0 0 0.0 0 0.0 0 0 49620 0 49620 0.00015 false 36204139 51373307 -15169168 X true true 1 1 MIDWESTERN REGIONAL MEDICAL CENTER INC 2520 ELISHA AVE ZION IL 600992676 https://www.cancercenter.com/locations/chicago 0002956 X X X SHORT-TERM SPECIALTY HOSPITAL MIDWESTERN REGIONAL MEDICAL CENTER INC 1 false false true X X X X X X X X X 23 true false false true X CITYOFHOPE.ORG/LOCATIONS/CHICAGO/CHICAGO-CANCER-CENTER X true 23 true CITYOFHOPE.ORG/LOCATIONS/CHICAGO/CHICAGO-CANCER-CENTER false true X 200.0 600.0 X X X true true X X X true X HTTPS://WWW.CITYOFHOPE.ORG/LOCATIONS/CHICAGO/FINANCIAL-ASSISTANCE X HTTPS://WWW.CITYOFHOPE.ORG/LOCATIONS/CHICAGO/FINANCIAL-ASSISTANCE X HTTPS://WWW.CITYOFHOPE.ORG/LOCATIONS/CHICAGO/FINANCIAL-ASSISTANCE X X X X X X true X false X X X true X false false SCHEDULE H, PART V, SECTION B, LINE 5 FACILITY , 1 FACILITY , 1 - 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 , 1 FACILITY , 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 , 1 FACILITY , 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. 2 CITY OF HOPE CANCER CARE DOWNTOWN CHICAGO 160 UPPER E ILLINOIS ST CHICAGO IL 60611 OUTPATIENT CANCER TREATMENT CENTER CITY OF HOPE CANCER CARE NORTH SHORE 9300 WAUKEGAN ROAD MORTON GROVE IL 60053 OUTPATIENT CANCER TREATMENT CENTER SCHEDULE H, PART I, LINE 7 COSTING METHODOLOGY USED TO CALCULATE FINANCIAL ASSISTANCE SCHEDULE H, PART I, LINES 7A-7D - FINANCIAL ASSISTANCE AND MEANS-TESTED GOVERNMENT PROGRAMS THE AMOUNTS REPORTED IN THIS SECTION WERE DETERMINED USING COST ACCOUNTING METHODOLOGY THAT CAPTURES THE TRUE COST OF TREATING PATIENTS. THESE AMOUNTS INCLUDE BOTH DIRECT AND INDIRECT COSTS AND 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 ACTIVITIES COMMUNITY 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 AMOUNT CITY 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 FOOTNOTE CITY 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 COSTS IN ADDITION TO BEING AN NCI-DESIGNATED COMPREHENSIVE CANCER CENTER, CITY OF HOPE IS A FOUNDING MEMBER OF THE NATIONAL COMPREHENSIVE CANCER NETWORK (NCCN), AN ALLIANCE OF 34 OF THE NATION'S LEADING CANCER CENTERS THAT DEFINE AND SET NATIONAL STANDARDS FOR CANCER CARE - STANDARDS THAT ARE MADE AVAILABLE TO PATIENTS AND PHYSICIANS. NCCN MEMBER INSTITUTIONS ADVANCE CANCER PREVENTION, SCREENING, DIAGNOSIS AND TREATMENT THROUGH EXCELLENCE IN BASIC AND CLINICAL RESEARCH. CITY OF HOPE AND OTHER NCCN PARTNERS ENHANCE THE EFFECTIVENESS AND EFFICIENCY OF CANCER CARE DELIVERY THROUGH THE ON-GOING COLLECTION, SYNTHESIS AND ANALYSIS OF OUTCOME DATA. GIVEN THE INSTITUTION'S FOCUS ON CANCER AND THE HIGHER INCIDENCE OF CANCER AMONG ADULTS 65 AND OLDER, CITY OF HOPE 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 ASSISTANCE PATIENT ACCOUNTS ARE NOT SENT TO COLLECTION WITHOUT GIVING PATIENTS ADEQUATE TIME TO BE EVALUATED OR RE-EVALUATED FOR FINANCIAL ASSISTANCE OR TO DEVELOP ALTERNATIVE PAYMENT ARRANGEMENTS. PATIENT ACCOUNTS WILL NOT BE SENT TO COLLECTION WHILE PENDING COMPLETION OF FINANCIAL COUNSELING. A PATIENT WILL BE GIVEN AT LEAST SEVEN BUSINESS DAYS NOTICE BEFORE 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 ASSESSMENT THE 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 ASSISTANCE CITY 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 INFORMATION POPULATION 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 HEALTH CITY 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 SYSTEM CITY 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 REPORT IL X true true X X X X X false true false false false false false true false MARK HULSE FORMER CHIEF DIGITAL OFFICER 8324 158168 3750 71250 2811 53405 503 9557 269 5110 15657 297490 6001 114023 JENNIFER PARKHURST FORMER OFFICER 0 221089 0 150000 0 840906 0 16140 0 21886 0 1250021 0 77629 ANTHONY GOVORCHIN MARKET PRESIDENT - CHICAGO 509228 0 129977 0 3510 0 22424 0 30769 0 695908 0 0 0 CRISTIN OCALLAHAN SECRETARY/GENERAL COUNSEL 36375 691121 29133 553526 2245 42651 10807 205337 1741 33078 80301 1525713 6561 124663 YVETTE TREMONTI TREASURER/CHIEF FINANCIAL OFFICER 24832 471816 17929 340655 446 8466 3469 65917 933 17721 47609 904575 0 0 ANGELINA FAKHOURY-SIVERTS VP, PATIENT CARE SERVICES/CHIEF NURSING OFFICER 209305 0 34871 0 179 0 9989 0 14092 0 268436 0 0 0 DEBRA F FIELDS EXEC VP & CHIEF TRANSFORMATION OFC 51721 982686 40780 774820 4159 79026 12606 239518 2160 41045 111426 2117095 10571 200849 BETHANY GAROUTTE CHIEF OPERATING OFFICER, CHICAGO 293323 0 75499 0 450 0 13800 0 26399 0 409471 0 0 0 KEVIN MANEMANN EVP & CHIEF INTEGRATION OFFCR 100400 903597 78066 702594 538 4844 19007 171061 3702 33319 201713 1815415 0 0 SIMON NAZARIAN CHIEF DIGITAL OFFICER 14709 279463 30000 570000 135 2573 1615 30677 332 6304 46791 889017 0 0 RICHARD PIEKARZ CHIEF FINANCIAL OFFICER, CHICAGO 330632 0 80532 0 1496 0 13800 0 7546 0 434006 0 0 0 ROBERT W STONE COH PRESIDENT & CEO 108509 2061666 185632 3527018 10141 192684 50269 955106 1242 23593 355793 6760067 36051 684964 HARLAN ALCON LEVINE PRES, HLTH INNOVATION & POLICY 56154 1066912 48690 925117 5415 102887 13344 253532 1240 23554 124843 2372002 11726 222801 KRISTIN BERTELL CHIEF PHILANTHROPY OFFICER 25161 737308 18701 547998 1709 50071 6642 194627 1294 37913 53507 1567917 5057 148178 JO ANN ESCASA-HAIGH CHIEF BUSINESS OFFICER 47069 1129651 31845 764284 692 16608 9310 223449 992 23800 89908 2157792 0 0 VIJAY TRISAL MD SYSTEM CHIEF CLINICAL OFFICER 26995 791047 12625 369939 1907 55892 3081 90285 1259 36889 45867 1344052 1833 53704 MARCELLUS R VAN DEN BRINK MD PHD COHNMC PRESIDENT & CHF PHYS EXEC 14986 1483628 6409 634531 605 59873 3469 343401 231 22881 25700 2544314 0 0 SCHEDULE J, PART I, LINE 1A FIRST-CLASS OR CHARTER TRAVEL CITY OF HOPE 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 PLAN CERTAIN INDIVIDUALS PARTICIPATED IN CITY OF HOPE'S NON-QUALIFIED SECTION 457(F) EXECUTIVE SUPPLEMENTAL ACCUMULATION PLAN THAT IS DESIGNED AND MAINTAINED TO PROVIDE A SELECT GROUP OF MANAGEMENT OR HIGHLY COMPENSATED EMPLOYEES WITH DEFERRED COMPENSATION. THE PLAN VESTS AFTER THREE (3) FISCAL YEARS OF SERVICE AND THE VESTED TOTALS ARE INCLUDED IN SCHEDULE J, PART II, COLUMN (B)(III). PRIOR TO VESTING, THE ANNUAL AMOUNTS ARE INCLUDED IN SCHEDULE J, PART II, COLUMN (C). PURSUANT TO THE PLAN DOCUMENT, VESTED PARTICIPANTS ARE ENTITLED TO WITHDRAW FROM THEIR VESTED ACCOUNT AN AMOUNT EQUAL TO THE FEDERAL, STATE, LOCAL AND FICA TAXES THEY OWE. THESE AMOUNTS ARE REMITTED TO THE APPROPRIATE TAXING AUTHORITIES ON BEHALF OF THE PARTICIPANTS. DURING CALENDAR YEAR 2024, NO INDIVIDUALS WITHDREW AMOUNTS TO COVER SUCH TAXES. SCHEDULE J, PART I, LINE 7 NON-FIXED PAYMENTS CITY 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). JACOB GOVORCHIN FAMILY MEMBER OF OFFICER 171150 EMPLOYEE COMPENSATION false FORM 990, PART III, LINE 1 ORGANIZATION'S MISSION MIDWESTERN 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 1096 ALL REQUIRED INFORMATIONAL RETURNS (I.E. FORMS 1099-NEC, FORMS 1099-MISC, ETC.) FOR CALENDAR YEAR 2024 WERE FILED BY CTCA GLOBAL, LLC (FEIN 46-5659341). FOR FEDERAL TAX PURPOSES, CTCA GLOBAL, LLC IS TREATED AS A DISREGARDED ENTITY OF COH HOLDCO (FEIN 87-3651176), CITY OF HOPE CHICAGO'S PARENT ORGANIZATION. FORM 990, PART V, LINE 2A COMMON PAYMASTER ARRANGEMENT MOST OF CITY OF HOPE'S OFFICERS AND KEY EMPLOYEES, AS WELL AS A FEW OF ITS HIGHEST COMPENSATED EMPLOYEES, PROVIDE SERVICES TO MORE THAN ONE CITY OF HOPE ENTITY, AND MANY OF THEM PROVIDE SERVICES TO ALL OF THE ENTITIES. FOR A NUMBER OF THESE CONCURRENTLY EMPLOYED INDIVIDUALS, THE ENTITIES HAVE DESIGNATED THE MEDICAL CENTER AS A "COMMON PAYMASTER" DEFINED IN SECTION 3121(S) OF THE INTERNAL REVENUE CODE. CITY OF HOPE REPORTS THESE CONCURRENT EMPLOYEES' TIME EFFORT AND COMPENSATION ON THE INFORMATION RETURNS OF CITY OF HOPE ENTITIES BASED ON THE INDIVIDUAL'S ESTIMATE OF THEIR TIME SPENT IN AND FOR EACH ENTITY. AS "COMMON PAYMASTER", THE MEDICAL CENTER ISSUES EACH OF THESE EMPLOYEES A SINGLE COMBINED PAYCHECK AND ONE FORM W-2. FORM 990, PART VI, LINE 2 FAMILY/BUSINESS RELATIONSHIPS AMONGST INTERESTED PERSONS RONALD SARGENT AND SUZANNE VAUTRINOT - BUSINESS RELATIONSHIP FORM 990, PART VI, LINE 6 CLASSES OF MEMBERS OR STOCKHOLDERS COH HOLDCO (FEIN: 87-3651176) IS THE SOLE CORPORATE MEMBER OF CITY OF HOPE CHICAGO (THE "HOSPITAL"). FORM 990, PART VI, LINE 7A MEMBERS OR STOCKHOLDERS ELECTING MEMBERS OF GOVERNING BODY COH HOLDCO, AS THE SOLE CORPORATE MEMBER OF THE HOSPITAL, ELECTS THE HOSPITAL'S BOARD OF DIRECTORS. ADDITIONALLY, COH HOLDCO HAS THE POWER TO APPOINT DIRECTORS TO THE BOARD WHEN VACANCIES ARISE AND MAY ALSO REMOVE ANY DIRECTOR(S) FROM OFFICE, WITH OR WITHOUT CAUSE. FORM 990, PART VI, LINE 7B DECISIONS REQUIRING APPROVAL BY MEMBERS OR STOCKHOLDERS CERTAIN ACTIONS MAY NOT BE UNDERTAKEN WITHOUT THE PRIOR WRITTEN APPROVAL OF THE SOLE CORPORATE MEMBER, COH HOLDCO, AS SPECIFIED IN THE GOVERNING DOCUMENTS OF CITY OF HOPE 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 BODY THERE ARE NO COMMITTEES WITH THE AUTHORITY TO ACT ON BEHALF OF THE GOVERNING BODY. FORM 990, PART VI, LINE 11B REVIEW OF FORM 990 BY GOVERNING BODY A COPY OF THE HOSPITAL'S FORM 990 IS REVIEWED BY THE RISK, AUDIT AND COMPLIANCE COMMITTEE OF THE BOARD OF DIRECTORS OF CITY OF HOPE, WHICH ASSISTS THE BOARD IN FULFILLING ITS RESPONSIBILITIES REGARDING FINANCIAL, ACCOUNTING, AND CORPORATE COMPLIANCE MATTERS OF CITY OF HOPE 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 POLICY ALL EMPLOYEES OF CITY OF HOPE AND AFFILIATES, BOARD OF DIRECTORS MEMBERS, BOARD COMMITTEE MEMBERS AND RESEARCH TEAM MEMBERS ARE COVERED BY CITY OF HOPE'S APPLICABLE CONFLICT OF INTEREST POLICIES. THE REVIEW OF THE ANNUAL CONFLICT DISCLOSURE FORMS IS PERFORMED BY CITY OF HOPE'S CHIEF COMPLIANCE OFFICER AND CITY OF HOPE'S GENERAL COUNSEL, WHO ARE RESPONSIBLE FOR IDENTIFYING ANY ACTUAL OR PERCEIVED CONFLICTS, FORMULATING A CONFLICT MANAGEMENT PLAN, AND COMMUNICATING THE RESULT TO THE MEMBER AND TO THE BOARD OR COMMITTEE CHAIR, AS APPLICABLE. IF A NEW INTEREST OR ACTIVITY ARISES AFTER AN INDIVIDUAL SUBMITS THE DISCLOSURE FORM, THE MEMBER MUST UPDATE THE DISCLOSURE FORM WITHIN 30 DAYS OF RECEIVING/UNDERTAKING THE NEW INTEREST OR COMMITMENT. THE BOARD AND BOARD COMMITTEE CHAIR(S) ARE RESPONSIBLE FOR THE REVIEW AND MANAGEMENT OF ALL CONFLICTS OF INTEREST DISCLOSED TO THEM, OR OF WHICH THEY ARE AWARE. IF THE BOARD OR BOARD COMMITTEE CHAIR(S) ARE UNSURE OF HOW TO MANAGE A PARTICULAR CONFLICT OF INTEREST, THEY MUST SEEK THE ASSISTANCE OF CITY OF HOPE'S CHIEF COMPLIANCE OFFICER AND CITY OF HOPE'S GENERAL COUNSEL. RESTRICTIONS IMPOSED ON PERSONS WITH A CONFLICT VARY, BASED UPON THE FACTS, AND MAY INCLUDE: PROHIBITION FROM PARTICIPATING IN A GOVERNING BODY'S DELIBERATIONS AND VOTING ON A GIVEN TRANSACTION OR SET OF TRANSACTIONS; RECUSAL FROM THE DECISION MAKING PROCESS RELATING TO BUSINESS TRANSACTIONS (E.G., PURCHASING DECISIONS); PROHIBITION FROM PARTICIPATING AS A PRINCIPAL INVESTIGATOR IN RESEARCH; AND DISCLOSURE OF FINANCIAL INTEREST IN RESEARCH STUDY INFORMED CONSENT FORMS AND PUBLICATIONS. CITY OF HOPE'S POLICY PROVIDES FOR DISCIPLINARY ACTION AGAINST PERSONS COVERED BY THE CONFLICT OF INTEREST POLICIES WHO DO NOT COMPLY WITH POLICY REQUIREMENTS. FORM 990, PART VI, LINE 15A PROCESS TO ESTABLISH COMPENSATION OF TOP MANAGEMENT OFFICIAL THE EXECUTIVE COMPENSATION AND GOVERNANCE COMMITTEE OF THE CITY OF HOPE BOARD OF DIRECTORS ("COMMITTEE"), PURSUANT TO A DELEGATION OF AUTHORITY FROM THE CITY OF HOPE BOARD OF DIRECTORS AND THE CITY OF HOPE 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 EMPLOYEES THE EXECUTIVE COMPENSATION AND GOVERNANCE COMMITTEE OF THE CITY OF HOPE BOARD OF DIRECTORS ("COMMITTEE") PURSUANT TO A DELEGATION OF AUTHORITY FROM THE CITY OF HOPE BOARD OF DIRECTORS AND THE CITY OF HOPE 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 PUBLIC THE 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 MRMC THE 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 NAME CITY OF HOPE CANCER CENTER CHICAGO CITY OF HOPE MEDICAL GROUP OF ILLINOIS PLLC 2610 SHERIDAN ROAD ZION IL 60099 363755646 PHYSICIAN/CLINICAL SERVICES IL 33533916 -64811732 MIDWESTERN REGIONAL MEDICAL CENTER INC BECKMAN RESEARCH INSTITUTE OF THE CITY OF HOPE 1450 EAST DUARTE ROAD DUARTE CA 91010 953432210 RESEARCH CA 501(C)(3) 4 CITY OF HOPE true CITY OF HOPE 1500 EAST DUARTE ROAD DUARTE CA 91010 953435919 FUNDRAISING CA 501(C)(3) 7 NA false CITY OF HOPE MEDICAL FOUNDATION 1500 EAST DUARTE ROAD DUARTE CA 91010 274803222 HEALTHCARE CA 501(C)(3) 3 CITY OF HOPE true CITY OF HOPE NATIONAL MEDICAL CENTER 1500 EAST DUARTE ROAD DUARTE CA 91010 951683875 HOSPITAL CA 501(C)(3) 3 CITY OF HOPE true COH HOLDCO INC 1500 EAST DUARTE ROAD DUARTE CA 91010 873651176 SUPPORT DE 501(C)(3) TYPE III-FI CITY OF HOPE true SOUTHEASTERN REGIONAL MEDICAL CENTER INC 1500 EAST DUARTE ROAD DUARTE CA 91010 264572436 HOSPITAL GA 501(C)(3) 3 COH HOLDCO true THE TRANSLATIONAL GENOMICS RESEARCH INSTITUTE 445 N 5TH STREET SUITE 600 PHOENIX AZ 85004 753065445 RESEARCH AZ 501(C)(3) 7 CITY OF HOPE true THE TRANSLATIONAL GENOMICS RESEARCH INSTITUTE FOUNDATION 445 N 5TH STREET SUITE 120 PHOENIX AZ 85004 331092191 FUNDRAISING AZ 501(C)(3) 7 TGEN true WESTERN REGIONAL MEDICAL CENTER INC 1500 EAST DUARTE ROAD DUARTE CA 91010 320197974 HOSPITAL AZ 501(C)(3) 3 COH HOLDCO true SOUTHERN CALIFORNIA RADIATION ONCOLOGY LLC 1500 EAST DUARTE ROAD DUARTE CA 91010 364887584 RADIATION ONCOLOGY DE NA N/A ACCESSHOPE LLC 1500 EAST DUARTE ROAD DUARTE CA 91010 842818450 ONCOLOGY SUPPORT DE CITY OF HOPE C CORPORATION false false false false false false false false false false false false false true false true false false false true