Form990
Click to see attachment
Department of the Treasury
Internal Revenue Service
Return of Organization Exempt From Income Tax
Under section 501(c), 527, or 4947(a)(1) of the Internal Revenue Code (except private foundations)
MediumBullet Do not enter Social Security numbers on this form as it may be made public. By law, the IRS
generally cannot redact the information on the form.
MediumBullet Information about Form 990 and its instructions is at www.IRS.gov/form990.
OMB No. 1545-0047
2013
Open to Public Inspection
A For the 2013 calendar year, or tax year beginning 10-01-2013 , 2013, and ending 09-30-2014
BCheck if applicable:
CName of organization
City of Hope National Medical Center
 
Doing Business As
 
 
Number and street (or P.O. box if mail is not delivered to street address)
1500 East Duarte Road
Suite
Room/suite
City or town, state or province, country, and ZIP or foreign postal code
Duarte, CA91010
D Employer identification number

95-1683875
E Telephone number

G Gross receipts $ 850,072,700
F Name and address of principal officer:
ROBERT STONE
1500 EAST DUARTE ROAD
DUARTE,CA91010
I
Tax-exempt status: (   ) LeftBullet (insert no.) or
J
Website:MediumBullet
www.cityofhope.org
H(a)
Is this a group return for
subordinates?
H(b)
Are all subordinates
included?
If "No," attach a list. (see instructions)
H(c)
Group exemption number MediumBullet  
K Form of organization:
 
L Year of formation: 1948
M State of legal domicile: CA
Part I
Summary
Activities & Governance 1 Briefly describe the organization’s mission or most significant activities: PROVIDE COMPASSIONATE CARE TO THOSE WITH CANCER & OTHER LIFE-THREATENING DISEASES & TO WORK WITH RESEARCHERS WHOSE BREAKTHROUGH IDEAS MAY BRING INNOVATIVE TREATMENTS TO PATIENTS.
2 Check this box MediumBullet
3 Number of voting members of the governing body (Part VI, line 1a) ........ 3 11
4 Number of independent voting members of the governing body (Part VI, line 1b) ..... 4 11
5 Total number of individuals employed in calendar year 2013 (Part V, line 2a) ...... 5 3,674
6 Total number of volunteers (estimate if necessary) ............. 6 267
7a Total unrelated business revenue from Part VIII, column (C), line 12 ........ 7a 0
b Net unrelated business taxable income from Form 990-T, line 34 ......... 7b  
Revenues Prior Year Current Year
8 Contributions and grants (Part VIII, line 1h) ......... 7,442,452 33,107,376
9 Program service revenue (Part VIII, line 2g) ......... 720,755,065 722,739,285
10 Investment income (Part VIII, column (A), lines 3, 4, and 7d ) .... 6,757,281 14,371,169
11 Other revenue (Part VIII, column (A), lines 5, 6d, 8c, 9c, 10c, and 11e) 4,974,489 2,036,488
12 Total revenue—add lines 8 through 11 (must equal Part VIII, column (A), line 12)................... 739,929,287 772,254,318
Expenses; 13 Grants and similar amounts paid (Part IX, column (A), lines 1–3 )... 3,992,984 0
14 Benefits paid to or for members (Part IX, column (A), line 4)..... 0 0
15 Salaries, other compensation, employee benefits (Part IX, column (A), lines 5–10) 291,516,801 307,606,102
16a Professional fundraising fees (Part IX, column (A), line 11e)..... 0 0
b Total fundraising expenses (Part IX, column (D), line 25) MediumBullet259,721    
17 Other expenses (Part IX, column (A), lines 11a–11d, 11f–24e).... 391,833,308 415,346,317
18 Total expenses. Add lines 13–17 (must equal Part IX, column (A), line 25) 687,343,093 722,952,419
19 Revenue less expenses. Subtract line 18 from line 12....... 52,586,194 49,301,899
Net Assets or Fund Balances; Beginning of Current Year End of Year
20 Total assets (Part X, line 16)............. 1,121,605,571 1,226,616,747
21 Total liabilities (Part X, line 26)............. 704,514,051 746,795,749
22 Net assets or fund balances. Subtract line 21 from line 20..... 417,091,520 479,820,998
Part II
Signature Block
Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than officer) is based on all information of which preparer has any knowledge.
Sign Here
JumboBullet
Signature of officer Date
JumboBullet
Type or print name and title
Paid Preparer Use Only
Print/Type preparer's name
Preparer's signature
Date
PTIN
Firm's name MediumBullet

Firm's EIN MediumBullet
Firm's address MediumBullet



Phone no.
May the IRS discuss this return with the preparer shown above? (see instructions) ............
For Paperwork Reduction Act Notice, see the separate instructions.
Cat. No. 11282Y
Form 990 (2013)
Form 990 (2013)
Page 2
Part III
Statement of Program Service Accomplishments
Check if Schedule O contains a response or note to any line in this Part III ..............
1
Briefly describe the organization’s mission: SEE SCHEDULE O
2
Did the organization undertake any significant program services during the year which were not listed on
the prior Form 990 or 990-EZ? ......................
If "Yes," describe these new services on Schedule O.
3
Did the organization cease conducting, or make significant changes in how it conducts, any program services? ............................
If "Yes," describe these changes on Schedule O.
4
Describe the organization’s program service accomplishments for each of its three largest program services, as measured by expenses. Section 501(c)(3) and 501(c)(4) organizations are required to report the amount of grants and allocations to others, the total expenses, and revenue, if any, for each program service reported.
4a (Code:   ) (Expenses $ 609,899,035 including grants of $ 0 ) (Revenue $ 722,739,285 )
CITY OF HOPE NATIONAL MEDICAL CENTER PROGRAMS CONSIST OF PATIENT CARE, RESEARCH AND PUBLIC INFORMATION AND EDUCATION. SEE SCHEDULE O - EXEMPT PURPOSES ACHIEVEMENTS.
4b (Code:   ) (Expenses $   including grants of $   ) (Revenue $   )
4c (Code:   ) (Expenses $   including grants of $   ) (Revenue $   )
4d Other program services (Describe in Schedule O.)
(Expenses $   including grants of $   ) (Revenue $   )
4e Total program service expensesMediumBullet609,899,035
Form 990 (2013)
Form 990 (2013)
Page 3
Part IV
Checklist of Required Schedules
Yes
No
1
Is the organization described in section 501(c)(3) or 4947(a)(1) (other than a private foundation)? If "Yes," complete Schedule AClick to see attachment........................
1
Yes
 
2
Is the organization required to complete Schedule B, Schedule of Contributors (see instructions)? Click to see attachment...
2
Yes
 
3
Did the organization engage in direct or indirect political campaign activities on behalf of or in opposition to candidates for public office? If "Yes," complete Schedule C, Part IClick to see attachment..........
3
 
No
4
Section 501(c)(3) organizations. Did the organization engage in lobbying activities, or have a section 501(h) election in effect during the tax year? If "Yes," complete Schedule C, Part IIClick to see attachment........
4
Yes
 
5
Is the organization a section 501(c)(4), 501(c)(5), or 501(c)(6) organization that receives membership dues, assessments, or similar amounts as defined in Revenue Procedure 98-19? If "Yes," complete Schedule C,
Part IIIClick to see attachment............................
5
 
No
6
Did the organization maintain any donor advised funds or any similar funds or accounts for which donors have the right to provide advice on the distribution or investment of amounts in such funds or accounts? If "Yes," complete Schedule D, Part IClick to see attachment........................
6
 
No
7
Did the organization receive or hold a conservation easement, including easements to preserve open space,
the environment, historic land areas, or historic structures? If "Yes," complete Schedule D, Part IIClick to see attachment...
7
 
No
8
Did the organization maintain collections of works of art, historical treasures, or other similar assets? If "Yes," complete Schedule D, Part III Click to see attachment....................
8
 
No
9
Did the organization report an amount in Part X, line 21 for escrow or custodial account liability; serve as a custodian for amounts not listed in Part X; or provide credit counseling, debt management, credit repair, or debt negotiation services? If "Yes," complete Schedule D, Part IVClick to see attachment..............
9
 
No
10
Did the organization, directly or through a related organization, hold assets in temporarily restricted endowments, permanent endowments, or quasi-endowments? If "Yes," complete Schedule D, Part VClick to see attachment......
10
Yes
 
11
If the organization’s answer to any of the following questions is "Yes," then complete Schedule D, Parts VI, VII, VIII, IX, or X as applicable.
a
Did the organization report an amount for land, buildings, and equipment in Part X, line 10?
If "Yes," complete Schedule D, Part VI.Click to see attachment...................
11a
Yes
 
b
Did the organization report an amount for investments—other securities in Part X, line 12 that is 5% or more of its total assets reported in Part X, line 16? If "Yes," complete Schedule D, Part VIIClick to see attachment.......
11b
Yes
 
c
Did the organization report an amount for investments—program related in Part X, line 13 that is 5% or more of its total assets reported in Part X, line 16? If "Yes," complete Schedule D, Part VIIIClick to see attachment.......
11c
 
No
d
Did the organization report an amount for other assets in Part X, line 15 that is 5% or more of its total assets reported in Part X, line 16? If "Yes," complete Schedule D, Part IXClick to see attachment............
11d
 
No
e
Did the organization report an amount for other liabilities in Part X, line 25? If "Yes," complete Schedule D, Part XClick to see attachment
11e
Yes
 
f
Did the organization’s separate or consolidated financial statements for the tax year include a footnote that addresses the organization’s liability for uncertain tax positions under FIN 48 (ASC 740)? If "Yes," complete Schedule D, Part XClick to see attachment.........................
11f
Yes
 
12a
Did the organization obtain separate, independent audited financial statements for the tax year?
If "Yes," complete Schedule D, Parts XI and XII Click to see attachment.................
12a
 
No
b
Was the organization included in consolidated, independent audited financial statements for the tax year? If "Yes," and if the organization answered "No" to line 12a, then completing Schedule D, Parts XI and XII is optional Click to see attachment
12b
Yes
 
13
Is the organization a school described in section 170(b)(1)(A)(ii)? If "Yes," complete Schedule E....
13
 
No
14a
Did the organization maintain an office, employees, or agents outside of the United States?.....
14a
 
No
b
Did the organization have aggregate revenues or expenses of more than $10,000 from grantmaking, fundraising, business, investment, and program service activities outside the United States, or aggregate foreign investments valued at $100,000 or more? If "Yes," complete Schedule F, Parts I and IV......... Click to see attachment
14b
Yes
 
15
Did the organization report on Part IX, column (A), line 3, more than $5,000 of grants or other assistance to or for any foreign organization? If “Yes,” complete Schedule F, Parts II and IVClick to see attachment
15
 
No
16
Did the organization report on Part IX, column (A), line 3, more than $5,000 of aggregate grants or other assistance to or for foreign individuals? If “Yes,” complete Schedule F, Parts III and IV... Click to see attachment
16
 
No
17
Did the organization report a total of more than $15,000 of expenses for professional fundraising services on Part IX, column (A), lines 6 and 11e? If "Yes," complete Schedule G, Part I (see instructions)....
17
 
No
18
Did the organization report more than $15,000 total of fundraising event gross income and contributions on Part VIII, lines 1c and 8a? If "Yes," complete Schedule G, Part II............
18
 
No
19
Did the organization report more than $15,000 of gross income from gaming activities on Part VIII, line 9a? If "Yes," complete Schedule G, Part III...................
19
 
No
20a
Did the organization operate one or more hospital facilities? If "Yes," complete Schedule H.... Click to see attachment
20a
Yes
 
b
If "Yes" to line 20a, did the organization attach a copy of its audited financial statements to this return? Click to see list of attachments
20b
Yes
 
Form 990 (2013)
Form 990 (2013)
Page 4
Part IV
Checklist of Required Schedules (continued)
21
Did the organization report more than $5,000 of grants or other assistance to any domestic organization or government on Part IX, column (A), line 1? If “Yes,” complete Schedule I, Parts I and II...
21
 
No
22
Did the organization report more than $5,000 of grants or other assistance to individuals in the United States on Part IX, column (A), line 2? If “Yes,” complete Schedule I, Parts I and III........
22
 
No
23
Did the organization answer "Yes" to Part VII, Section A, line 3, 4, or 5 about compensation of the organization’s current and former officers, directors, trustees, key employees, and highest compensated employees? If "Yes," complete Schedule J....................... Click to see attachment
23
Yes
 
24a
Did the organization have a tax-exempt bond issue with an outstanding principal amount of more than $100,000 as of the last day of the year, that was issued after December 31, 2002? If “Yes,” answer lines 24b through 24d and complete Schedule K. If “No,” go to line 25a................ Click to see attachment
24a
Yes
 
b
Did the organization invest any proceeds of tax-exempt bonds beyond a temporary period exception?...
24b
 
No
c
Did the organization maintain an escrow account other than a refunding escrow at any time during the year
to defease any tax-exempt bonds?......................
24c
 
No
d
Did the organization act as an "on behalf of" issuer for bonds outstanding at any time during the year?...
24d
 
No
25a
Section 501(c)(3) and 501(c)(4) organizations. Did the organization engage in an excess benefit transaction with a disqualified person during the year? If "Yes," complete Schedule L, Part I........
25a
 
No
b
Is the organization aware that it engaged in an excess benefit transaction with a disqualified person in a prior year, and that the transaction has not been reported on any of the organization’s prior Forms 990 or 990-EZ? If "Yes," complete Schedule L, Part I...................
25b
 
No
26
Did the organization report any amount on Part X, line 5, 6, or 22 for receivables from or payables to any current or former officers, directors, trustees, key employees, highest compensated employees, or disqualified persons? If so, complete Schedule L, Part II....................
26
 
No
27
Did the organization provide a grant or other assistance to an officer, director, trustee, key employee, substantial contributor or employee thereof, a grant selection committee member, or to a 35% controlled entity or family member of any of these persons? If "Yes," complete Schedule L, Part III.........
27
 
No
28
Was the organization a party to a business transaction with one of the following parties (see Schedule L, Part IV instructions for applicable filing thresholds, conditions, and exceptions):
a
A current or former officer, director, trustee, or key employee? If "Yes," complete Schedule L, Part IV ..........................
28a
 
No
b
A family member of a current or former officer, director, trustee, or key employee? If "Yes,"
complete Schedule L, Part IV.....................
28b
 
No
c
An entity of which a current or former officer, director, trustee, or key employee (or a family member thereof) was an officer, director, trustee, or direct or indirect owner? If "Yes," complete Schedule L, Part IV...
28c
 
No
29
Did the organization receive more than $25,000 in non-cash contributions? If "Yes," complete Schedule M..
29
 
No
30
Did the organization receive contributions of art, historical treasures, or other similar assets, or qualified conservation contributions? If "Yes," complete Schedule M.............
30
 
No
31
Did the organization liquidate, terminate, or dissolve and cease operations? If "Yes," complete Schedule N,
Part I...........................
31
 
No
32
Did the organization sell, exchange, dispose of, or transfer more than 25% of its net assets? If "Yes," complete Schedule N, Part II......................
32
 
No
33
Did the organization own 100% of an entity disregarded as separate from the organization under Regulations sections 301.7701-2 and 301.7701-3? If "Yes," complete Schedule R, Part I........ Click to see attachment
33
 
No
34
Was the organization related to any tax-exempt or taxable entity? If "Yes," complete Schedule R, Part II, III, or IV, and Part V, line 1........................ Click to see attachment
34
Yes
 
35a
Did the organization have a controlled entity within the meaning of section 512(b)(13)?
35a
Yes
 
b
If ‘Yes’ to line 35a, did the organization receive any payment from or engage in any transaction with a controlled entity within the meaning of section 512(b)(13)? If "Yes," complete Schedule R, Part V, line 2... Click to see attachment
35b
Yes
 
36
Section 501(c)(3) organizations. Did the organization make any transfers to an exempt non-charitable related organization? If "Yes," complete Schedule R, Part V, line 2............. Click to see attachment
36
 
No
37
Did the organization conduct more than 5% of its activities through an entity that is not a related organization and that is treated as a partnership for federal income tax purposes? If "Yes," complete Schedule R, Part VIClick to see attachment
37
 
No
38
Did the organization complete Schedule O and provide explanations in Schedule O for Part VI, lines 11b and 19? Note. All Form 990 filers are required to complete Schedule O. ............
38
Yes
 
Form 990 (2013)
Form 990 (2013)
Page 5
Part V
Statements Regarding Other IRS Filings and Tax Compliance
Check if Schedule O contains a response or note to any line in this Part V ..............
Yes
No
1a
Enter the number reported in Box 3 of Form 1096 Enter -0- if not applicable ..
1a
488
b
Enter the number of Forms W-2G included in line 1a. Enter -0- if not applicable .
1b
0
c
Did the organization comply with backup withholding rules for reportable payments to vendors and reportable gaming (gambling) winnings to prize winners? ..................
1c
Yes
 
2a
Enter the number of employees reported on Form W-3, Transmittal of Wage and
Tax Statements, filed for the calendar year ending with or within the year covered by this return ..................
2a
3,674
b
If at least one is reported on line 2a, did the organization file all required federal employment tax returns?
Note. If the sum of lines 1a and 2a is greater than 250, you may be required to e-file (see instructions)
2b
Yes
 
3a
Did the organization have unrelated business gross income of $1,000 or more during the year?...
3a
 
No
b
If “Yes,” has it filed a Form 990-T for this year? If “No” to line 3b, provide an explanation in Schedule O...
3b
 
 
4a
At any time during the calendar year, did the organization have an interest in, or a signature or other authority over, a financial account in a foreign country (such as a bank account, securities account, or other financial account)?..........................
4a
Yes
 
b
If "Yes," enter the name of the foreign country: MediumBulletCJ
See instructions for filing requirements for Form TD F 90-22.1, Report of Foreign Bank and Financial Accounts.
5a
Was the organization a party to a prohibited tax shelter transaction at any time during the tax year?..
5a
 
No
b
Did any taxable party notify the organization that it was or is a party to a prohibited tax shelter transaction?
5b
 
No
c
If "Yes," to line 5a or 5b, did the organization file Form 8886-T? ............
5c
 
 
6a
Does the organization have annual gross receipts that are normally greater than $100,000, and did the organization solicit any contributions that were not tax deductible as charitable contributions?...
6a
 
No
b
If "Yes," did the organization include with every solicitation an express statement that such contributions or gifts were not tax deductible?........................
6b
 
 
7
Organizations that may receive deductible contributions under section 170(c).
a
Did the organization receive a payment in excess of $75 made partly as a contribution and partly for goods and services provided to the payor?....................
7a
 
No
b
If "Yes," did the organization notify the donor of the value of the goods or services provided?.....
7b
 
 
c
Did the organization sell, exchange, or otherwise dispose of tangible personal property for which it was required to file Form 8282?...........................
7c
 
No
d
If "Yes," indicate the number of Forms 8282 filed during the year ....
7d
 
e
Did the organization receive any funds, directly or indirectly, to pay premiums on a personal benefit contract?............................
7e
 
No
f
Did the organization, during the year, pay premiums, directly or indirectly, on a personal benefit contract?..
7f
 
No
g
If the organization received a contribution of qualified intellectual property, did the organization file Form 8899 as required?............................
7g
 
 
h
If the organization received a contribution of cars, boats, airplanes, or other vehicles, did the organization file a Form 1098-C?..........................
7h
 
 
8
Sponsoring organizations maintaining donor advised funds and section 509(a)(3) supporting organizations. Did the supporting organization, or a donor advised fund maintained by a sponsoring organization, have excess business holdings at any time during the year?............
8
 
 
9
Sponsoring organizations maintaining donor advised funds.
a
Did the organization make any taxable distributions under section 4966?..........
9a
 
 
b
Did the organization make a distribution to a donor, donor advisor, or related person?.......
9b
 
 
10
Section 501(c)(7) organizations. Enter:
a
Initiation fees and capital contributions included on Part VIII, line 12 ...
10a
 
b
Gross receipts, included on Form 990, Part VIII, line 12, for public use of club facilities
10b
 
11
Section 501(c)(12) organizations. Enter:
a
Gross income from members or shareholders .........
11a
 
b
Gross income from other sources (Do not net amounts due or paid to other sources against amounts due or received from them.) ..........
11b
 
12a
Section 4947(a)(1) non-exempt charitable trusts. Is the organization filing Form 990 in lieu of Form 1041?
12a
 
 
b
If "Yes," enter the amount of tax-exempt interest received or accrued during the year. ....................
12b
 
13
Section 501(c)(29) qualified nonprofit health insurance issuers.
a
Is the organization licensed to issue qualified health plans in more than one state?
Note. See the instructions for additional information the organization must report on Schedule O.
13a
 
 
b
Enter the amount of reserves the organization is required to maintain by the states in which the organization is licensed to issue qualified health plans ....
13b
 
c
Enter the amount of reserves on hand ............
13c
 
14a
Did the organization receive any payments for indoor tanning services during the tax year?.....
14a
 
No
b
If "Yes," has it filed a Form 720 to report these payments? If "No," provide an explanation in Schedule O..
14b
 
 
Form 990 (2013)
Form 990 (2013)
Page 6
Part VI
Governance, Management, and Disclosure For each "Yes" response to lines 2 through 7b below, and for a "No" response to lines 8a, 8b, or 10b below, describe the circumstances, processes, or changes in Schedule O. See instructions.
Check if Schedule O contains a response or note to any line in this Part VI ..............
Section A. Governing Body and Management
Yes
No
1a
Enter the number of voting members of the governing body at the end of the tax year .....................
1a
11
If there are material differences in voting rights among members of the governing body, or if the governing body delegated broad authority to an executive committee or similar committee, explain in Schedule O.
b
Enter the number of voting members included in line 1a, above, who are independent ...................
1b
11
2
Did any officer, director, trustee, or key employee have a family relationship or a business relationship with any other officer, director, trustee, or key employee? .................
2
 
No
3
Did the organization delegate control over management duties customarily performed by or under the direct supervision of officers, directors or trustees, or key employees to a management company or other person? .
3
 
No
4
Did the organization make any significant changes to its governing documents since the prior Form 990 was filed? ...........................
4
Yes
 
5
Did the organization become aware during the year of a significant diversion of the organization’s assets? .
5
 
No
6
Did the organization have members or stockholders? ................
6
Yes
 
7a
Did the organization have members, stockholders, or other persons who had the power to elect or appoint one or more members of the governing body? ....................
7a
Yes
 
b
Are any governance decisions of the organization reserved to (or subject to approval by) members, stockholders, or persons other than the governing body? ...................
7b
Yes
 
8
Did the organization contemporaneously document the meetings held or written actions undertaken during the year by the following:
a
The governing body? .........................
8a
Yes
 
b
Each committee with authority to act on behalf of the governing body? ............
8b
Yes
 
9
Is there any officer, director, trustee, or key employee listed in Part VII, Section A, who cannot be reached at the organization’s mailing address? If "Yes," provide the names and addresses in Schedule O.......
9
 
No
Section B. Policies (This Section B requests information about policies not required by the Internal Revenue Code.)
Yes
No
10a
Did the organization have local chapters, branches, or affiliates? ............
10a
 
No
b
If "Yes," did the organization have written policies and procedures governing the activities of such chapters, affiliates, and branches to ensure their operations are consistent with the organization's exempt purposes?
10b
 
 
11a
Has the organization provided a complete copy of this Form 990 to all members of its governing body before filing the form? ............................
11a
 
No
b
Describe in Schedule O the process, if any, used by the organization to review this Form 990. .....
12a
Did the organization have a written conflict of interest policy? If "No," go to line 13.......
12a
Yes
 
b
Were officers, directors, or trustees, and key employees required to disclose annually interests that could give rise to conflicts? ..........................
12b
Yes
 
c
Did the organization regularly and consistently monitor and enforce compliance with the policy? If "Yes," describe in Schedule O how this was done.......................
12c
Yes
 
13
Did the organization have a written whistleblower policy? ...............
13
Yes
 
14
Did the organization have a written document retention and destruction policy? .........
14
Yes
 
15
Did the process for determining compensation of the following persons include a review and approval by independent persons, comparability data, and contemporaneous substantiation of the deliberation and decision?
a
The organization’s CEO, Executive Director, or top management official ...........
15a
Yes
 
b
Other officers or key employees of the organization ................
15b
Yes
 
If "Yes" to line 15a or 15b, describe the process in Schedule O (see instructions).
16a
Did the organization invest in, contribute assets to, or participate in a joint venture or similar arrangement with a taxable entity during the year? ......................
16a
 
No
b
If "Yes," did the organization follow a written policy or procedure requiring the organization to evaluate its participation in joint venture arrangements under applicable federal tax law, and take steps to safeguard the organization’s exempt status with respect to such arrangements? ............
16b
 
 
Section C. Disclosure
17
List the States with which a copy of this Form 990 is required to be filedMediumBullet
CA
18
Section 6104 requires an organization to make its Form 1023 (or 1024 if applicable), 990, and 990-T (501(c)(3)s only) available for public inspection. Indicate how you made these available. Check all that apply.
19
Describe in Schedule O whether (and if so, how) the organization made its governing documents, conflict of interest policy, and financial statements available to the public during the tax year.
20
State the name, physical address, and telephone number of the person who possesses the books and records of the organization:
MediumBulletRICHARD MAGNUSONCITY OF HOP1500 EAST DUARTE ROADDuarteCA91010 (626) 301-8156
Form 990 (2013)
Form 990 (2013)
Page 7
Part VII
Compensation of Officers, Directors,Trustees, Key Employees, Highest Compensated Employees, and Independent Contractors
Check if Schedule O contains a response or note to any line in this Part VII ..............
Section A. Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees
1a Complete this table for all persons required to be listed. Report compensation for the calendar year ending with or within the organization’s tax year.
RoundBullet List all of the organization’s current officers, directors, trustees (whether individuals or organizations), regardless of amount
of compensation. Enter -0- in columns (D), (E), and (F) if no compensation was paid.

RoundBullet List all of the organization’s current key employees, if any. See instructions for definition of "key employee."
RoundBullet List the organization’s five current highest compensated employees (other than an officer, director, trustee or key employee)
who received reportable compensation (Box 5 of Form W-2 and/or Box 7 of Form 1099-MISC) of more than $100,000 from the
organization and any related organizations.

RoundBullet List all of the organization’s former officers, key employees, or highest compensated employees who received more than $100,000
of reportable compensation from the organization and any related organizations.

RoundBullet List all of the organization’s former directors or trustees that received, in the capacity as a former director or trustee of the
organization, more than $10,000 of reportable compensation from the organization and any related organizations.

List persons in the following order: individual trustees or directors; institutional trustees; officers; key employees; highest
compensated employees; and former such persons.
Check this box if neither the organization nor any related organization compensated any current officer, director, or trustee.
(A)
Name and Title 		(B)
Average hours per week (list any hours for related organizations below dotted line) 		(C)
Position (do not check more than one box, unless person is both an officer and a director/trustee) 		(D)
Reportable compensation from the organization (W- 2/1099-MISC) 		(E)
Reportable compensation from related organizations (W- 2/1099-MISC) 		(F)
Estimated amount of other compensation from the organization and related organizations
Individual Trustee or Director; Institutional Trustee; OfficerInd; Key Employee; Highest compensated employee; FormerOfcrDirectorTrusteeInd;
(1) Claire Rothman........................................................................
Board Member
 2.0
.......................0.0 		X           0 0 0
(2) Donald Hoffman........................................................................
Board Member
 2.0
.......................0.0 		X           0 0 0
(3) Ernie So........................................................................
Board Member
 2.0
.......................2.0 		X           0 0 0
(4) Frederic Grannis MD........................................................................
Board Member
 2.0
.......................0.0 		X           0 0 0
(5) Iris Rothstein........................................................................
Board Member
 2.0
.......................2.0 		X           0 0 0
(6) Jacqueline Kosecoff........................................................................
Board Member (Part Year)
 2.0
.......................0.0 		X           0 0 0
(7) Jody Horowitz Marsh........................................................................
Board Member
 2.0
.......................2.0 		X           0 0 0
(8) Leslie Popplewell MD........................................................................
Board Member
 2.0
.......................0.0 		X           0 0 0
(9) Richard Myers........................................................................
Board Member
 2.0
.......................0.0 		X           0 0 0
(10) Vincent Chung MD........................................................................
Board Member
 2.0
.......................0.0 		X           0 0 0
(11) Mark Wakabayashi MD........................................................................
Board Member
 2.0
.......................0.0 		X           0 0 0
(12) Randolph Beatty........................................................................
Board Chair
 3.0
.......................2.0 		X           0 0 0
(13) Gregory Schetina........................................................................
General Counsel/Secretary
 15.0
.......................45.0 		    X       142,805 428,424 95,349
(14) Michael A Friedman MD........................................................................
CEO (Part Year)
 6.0
.......................54.0 		    X       152,105 1,368,949 124,948
(15) Robert W Stone........................................................................
President and CEO
 18.0
.......................42.0 		    X       344,969 804,927 160,357
(16) William Sargeant........................................................................
Assistant Secretary/COO
 15.0
.......................45.0 		    X       209,143 627,447 139,173
(17) Richard Magnuson........................................................................
Treasurer/CFO
 15.0
.......................45.0 		    X       208,643 625,929 110,526
Form 990 (2013)
Form 990 (2013)
Page 8
Part VII
Section A. Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees (continued)
(A)
Name and Title 		(B)
Average hours per week (list any hours for related organizations below dotted line) 		(C)
Position (do not check more than one box, unless person is both an officer and a director/trustee) 		(D)
Reportable compensation from the organization (W- 2/1099-MISC) 		(E)
Reportable compensation from related organizations (W- 2/1099-MISC) 		(F)
Estimated amount of other compensation from the organization and related organizations
Individual Trustee or Director; Institutional Trustee; OfficerInd; Key Employee; Highest compensated employee; FormerOfcrDirectorTrusteeInd;
(18) Wael Fakhry........................................................................
Assistant Treasurer/SVP FinOps
 42.0
.......................18.0 		    X       288,326 118,627 61,575
(19) Alexandra Levine MD........................................................................
Chief Medical Officer
 60.0
.......................2.0 		      X     839,928 0 101,647
(20) Dale Walter Adams........................................................................
SVP Operations
 60.0
.......................0.0 		      X     497,610 0 39,503
(21) Debra F Fields........................................................................
Chief Risk Officer
 15.0
.......................45.0 		      X     142,935 428,811 97,671
(22) Paul Conocenti........................................................................
SVP and CIO
 15.0
.......................45.0 		      X     166,895 500,700 69,952
(23) Stephanie Neuvirth........................................................................
Chief HR Officer
 15.0
.......................45.0 		      X     172,351 517,062 129,820
(24) Pamela Dee Giesie........................................................................
Assoc Chief Nursing Officer
 60.0
.......................0.0 		        X   379,689 0 24,196
(25) Joyce Niland........................................................................
Chairperson/Professor
 60.0
.......................0.0 		        X   382,240 0 49,778
(26) Naveen Raja........................................................................
Chief Medical Inf. Officer
 60.0
.......................0.0 		        X   419,154 0 31,527
(27) Timothy Schultheiss........................................................................
Clinical Professor
 60.0
.......................0.0 		        X   382,163 0 34,607
(28) Richard Thompson........................................................................
VP, Facilities
 15.0
.......................45.0 		        X   95,783 287,358 29,679
(29) Valerie Bingham........................................................................
Former Officer,VP Controller
 24.0
.......................36.0 		          X 113,771 170,660 44,963


1b Sub-Total................MediumBullet
c Total from continuation sheets to Part VII, Section A....MediumBullet
d Total (add lines 1b and 1c)............MediumBullet 4,938,510 5,878,894 1,345,271
2
Total number of individuals (including but not limited to those listed above) who received more than $100,000 of reportable compensation from the organizationMediumBullet855
Yes
No
3
Did the organization list any former officer, director or trustee, key employee, or highest compensated employee on line 1a? If "Yes," complete Schedule J for such individual ..............
3
Yes
 
4
For any individual listed on line 1a, is the sum of reportable compensation and other compensation from the organization and related organizations greater than $150,000? If "Yes," complete Schedule J for such individual...........................
4
Yes
 
5
Did any person listed on line 1a receive or accrue compensation from any unrelated organization or individual for services rendered to the organization? If "Yes," complete Schedule J for such person ........
5
 
No
Section B. Independent Contractors
1
Complete this table for your five highest compensated independent contractors that received more than $100,000 of compensation from the organization. Report compensation for the calendar year ending with or within the organization’s tax year.
(A)
Name and business address 		(B)
Description of services 		(C)
Compensation
CITY OF HOPE MEDICAL FOUNDATION, 1500 East Duarte RoadDUARTECA91010 PROF. SERVICES 42,317,653
Sodexo Affiliates, Dept 880328LOS ANGELESCA90088 Food Svs/Housekpng 9,640,673
ZANETT COMMERCIAL SOLUTIONS, 3899 SOLUTIONS CENTERCHICAGOIL60677 IT Consulting 6,378,543
PHELPS GROUP INC, 901 WILSHIRE BLVDSANTA MONICACA90401 ADVERTISING 3,853,883
SWINERTON BUILDERS, 17731 MITCHELL NORTH SUITE 200IRVINECA92614 Construction Svs. 3,517,818
2
Total number of independent contractors (including but not limited to those listed above) who received more than $100,000 of compensation from the organization MediumBullet138
Form 990 (2013)
Form 990 (2013)
Page 9
Part VIII
Statement of Revenue
Check if Schedule O contains a response or note to any line in this Part VIII .............
(A)
Total revenue 		(B)
Related or
exempt
function
revenue 		(C)
Unrelated
business
revenue 		(D)
Revenue
excluded from
tax under sections
512-514
Contributions, Gifts, GrantAmt and OtherAmt Similar Amounts 1a Federated campaigns..1a  
b Membership dues....1b  
c Fundraising events....1c  
d Related organizations...1d 32,942,981
e Government grants (contributions)1e 112,614
f All other contributions, gifts, grants, and
similar amounts not included above1f 		51,781
g Noncash contributions included in lines
1a-1f:$ 		 
h Total. Add lines 1a-1f.......MediumBullet 33,107,376
Program Service RevenueAmt Business Code
2a NET PATIENT REVENUE 621110 707,303,970 707,303,970    
b OTHER EXEMPT FUNCTION REVENUES 621110 8,181,725 8,181,725    
c CLINICAL TRIAL REVENUE 621110 5,641,917 5,641,917    
d OTHER PATIENT ANCILLARY REVENUES 621110 1,611,673 1,611,673    
e
f All other program service revenue .        
g Total. Add lines 2a–2f........MediumBullet 722,739,285
OtherAmt RevenueAmt 3 Investment income (including dividends, interest, and other similar amounts).......MediumBullet 9,987,942     9,987,942
4 Income from investment of tax-exempt bond proceeds..MediumBullet 2,897     2,897
5 Royalties...........MediumBullet 137,672     137,672
(i) Real (ii) Personal
6a Gross rents 39,600  
b Less: rental expenses    
c Rental income or (loss) 39,600 0
d Net rental income or (loss).......MediumBullet 39,600     39,600
(i) Securities (ii) Other
7a Gross amount from sales of assets other than inventory 82,198,712  
b Less: cost or other basis and sales expenses 77,818,382  
c Gain or (loss) 4,380,330  
d Net gain or (loss)..........MediumBullet 4,380,330     4,380,330
8a Gross income from fundraising events (not including
$  
of contributions reported on line 1c). See Part IV, line 18 ..
a  
b Less: direct expenses ...b  
c Net income or (loss) from fundraising events..MediumBullet 0    
9a Gross income from gaming activities.
See Part IV, line 19 ...
a  
b Less: direct expenses ...b  
c Net income or (loss) from gaming activities...MediumBullet 0      
10a Gross sales of inventory, less
returns and allowances .
a  
b Less: cost of goods sold ..b  
c Net income or (loss) from sales of inventory..MediumBullet 0      
Miscellaneous Revenue Business Code
11a REBATE PROGRAMS 621110 1,435,064     1,435,064
b INSURANCE RECOVERY 900099 279,683     279,683
c MISCELLANEOUS INCOME 900099 144,469     144,469
d All other revenue ....        
e Total. Add lines 11a–11d ...... MediumBullet 1,859,216
12 Total revenue. See Instructions......MediumBullet 772,254,318 722,739,285   16,407,657
Form 990 (2013)
Form 990 (2013)
Page 10
Part IX
Statement of Functional Expenses
Section 501(c)(3) and 501(c)(4) organizations must complete all columns. All other organizations must complete column (A).Check if Schedule O contains a response or note to any line in this Part IX ...............
Do not include amounts reported on lines 6b,
7b, 8b, 9b, and 10b of Part VIII. 		(A)
Total expenses 		(B)
Program service expenses 		(C)
Management and general expenses 		(D)
Fundraising expenses
1 Grants and other assistance to governments and organizations in the United States. See Part IV, line 21 0  
2 Grants and other assistance to individuals in the United States. See Part IV, line 22 0  
3 Grants and other assistance to governments, organizations, and individuals outside the United States. See Part IV, lines 15 and 16 0  
4 Benefits paid to or for members 0  
5 Compensation of current officers, directors, trustees, and key employees .... 3,762,858 1,589,222 2,031,473 142,163
6 Compensation not included above, to disqualified persons (as defined under section 4958(f)(1)) and persons described in section 4958(c)(3)(B) .... 137,728   137,728  
7 Other salaries and wages 246,919,927 208,176,017 38,703,640 40,270
8 Pension plan accruals and contributions (include section 401(k) and 403(b) employer contributions) .... 8,697,181 7,021,066 1,663,593 12,522
9 Other employee benefits ....... 29,512,324 25,017,503 4,466,410 28,411
10 Payroll taxes ........... 18,576,084 15,880,691 2,682,827 12,566
11 Fees for services (non-employees):        
a Management ...... 7,026,000   7,026,000  
b Legal ......... 3,303,854 6,350 3,297,504  
c Accounting ........... 716,412   716,412  
d Lobbying ........... 946,111   946,111  
e Professional fundraising services. See Part IV, line 17 0  
f Investment management fees ...... 1,124,623   1,124,623  
g Other (If line 11g amount exceeds 10% of line 25, column (A) amount, list line 11g expenses on Schedule O) ........ 92,967,533 63,141,854 29,823,490 2,189
12 Advertising and promotion .... 7,601,441 7,357,638 243,803  
13 Office expenses ....... 25,047,975 20,084,489 4,961,416 2,070
14 Information technology ...... 10,151,069 5,221,966 4,929,103  
15 Royalties .. 64,241 64,241    
16 Occupancy ........... 10,405,715 7,727,766 2,674,710 3,239
17 Travel ............ 1,833,830 1,442,294 391,536  
18 Payments of travel or entertainment expenses for any federal, state, or local public officials ...... 0      
19 Conferences, conventions, and meetings .... 1,086,685 741,453 345,232  
20 Interest ........... 26,215,983 24,974,273 1,241,710  
21 Payments to affiliates ....... 0      
22 Depreciation, depletion, and amortization ..... 47,242,742 42,955,086 4,271,904 15,752
23 Insurance .............. 951,382 906,064 44,938 380
24 Other expenses. Itemize expenses not covered above (List miscellaneous expenses in line 24e. If line 24e amount exceeds 10% of line 25, column (A) amount, list line 24e expenses on Schedule O.)
a MEDICAL/PHARMACY SUPPLIES 167,236,083 167,236,083    
b HOSPITAL PROVIDER FEE 3,144,123 3,144,123    
c BAD DEBT 5,453,598 5,453,598    
d TAXES AND LICENSES 614,860 348,699 266,110 51
e All other expenses 2,212,057 1,408,559 803,390 108
25 Total functional expenses. Add lines 1 through 24e 722,952,419 609,899,035 112,793,663 259,721
26 Joint costs. Complete this line only if the organization reported in column (B) joint costs from a combined educational campaign and fundraising solicitation. Check here MediumBullet if following SOP 98-2 (ASC 958-720).        
Form 990 (2013)
Form 990 (2013)
Page 11
Part X Balance Sheet Check if Schedule O contains a response or note to any line in this Part X ..............
(A)
Beginning of year 		(B)
End of year
Assets 1 Cash–non-interest-bearing ............. 7,317,127 1 30,475,773
2 Savings and temporary cash investments ......... 303,036,019 2 11,304,720
3 Pledges and grants receivable, net ........... 13,817,409 3 5,374,488
4 Accounts receivable, net ............. 148,989,290 4 163,138,135
5 Loans and other receivables from current and former officers, directors, trustees, key employees, and highest compensated employees. Complete Part II of
Schedule L ..................
0 5 0
6 Loans and other receivables from other disqualified persons (as defined under section 4958(f)(1)), persons described in section 4958(c)(3)(B), and contributing employers and sponsoring organizations of section 501(c)(9) voluntary employees' beneficiary organizations (see instructions) Complete Part II of Schedule L
0 6 0
7 Notes and loans receivable, net ............. 116,295 7 70,464
8 Inventories for sale or use .............. 8,685,991 8 10,005,424
9 Prepaid expenses and deferred charges .......... 4,418,208 9 4,137,705
10a Land, buildings, and equipment: cost or other basis. Complete Part VI of Schedule D 10a 876,061,916
b Less: accumulated depreciation ..... 10b 433,052,809 372,267,433 10c 443,009,107
11 Investments—publicly traded securities .......... 174,385,902 11 301,221,360
12 Investments—other securities. See Part IV, line 11 ..... 57,615,067 12 224,279,757
13 Investments—program-related. See Part IV, line 11 ..... 0 13 0
14 Intangible assets ............... 0 14 0
15 Other assets. See Part IV, line 11 ........... 30,956,830 15 33,599,814
16 Total assets. Add lines 1 through 15 (must equal line 34)...... 1,121,605,571 16 1,226,616,747
Liabilities 17 Accounts payable and accrued expenses ......... 91,052,598 17 97,174,976
18 Grants payable ................. 0 18 0
19 Deferred revenue ................ 702,478 19 70,921
20 Tax-exempt bond liabilities ............. 244,580,713 20 244,580,714
21 Escrow or custodial account liability. Complete Part IV of Schedule D.. 0 21 0
22 Loans and other payables to current and former officers, directors, trustees, key employees, highest compensated employees, and disqualified
persons. Complete Part II of Schedule L.......... 0 22 0
23 Secured mortgages and notes payable to unrelated third parties .. 300,000,000 23 300,000,000
24 Unsecured notes and loans payable to unrelated third parties .... 1,628,619 24 36,843,270
25 Other liabilities (including federal income tax, payables to related third parties, and other liabilities not included on lines 17-24). Complete Part X of Schedule D.................... 66,549,643 25 68,125,868
26 Total liabilities. Add lines 17 through 25......... 704,514,051 26 746,795,749
Net Assets or Fund Balance Organizations that follow SFAS 117 (ASC 958), check here MediumBullet and complete lines 27 through 29, and lines 33 and 34.
27 Unrestricted net assets .............. 417,091,520 27 479,820,998
28 Temporarily restricted net assets ........... 0 28 0
29 Permanently restricted net assets ........... 0 29 0
Organizations that do not follow SFAS 117 (ASC 958), check here MediumBullet and complete lines 30 through 34.
30 Capital stock or trust principal, or current funds ........   30  
31 Paid-in or capital surplus, or land, building or equipment fund .....   31  
32 Retained earnings, endowment, accumulated income, or other funds   32  
33 Total net assets or fund balances ........... 417,091,520 33 479,820,998
34 Total liabilities and net assets/fund balances ........ 1,121,605,571 34 1,226,616,747
Form 990 (2013)
Form 990 (2013)
Page 12
Part XI
Reconcilliation of Net Assets
Check if Schedule O contains a response or note to any line in this Part XI ..............
1
Total revenue (must equal Part VIII, column (A), line 12) ............
1
772,254,318
2
Total expenses (must equal Part IX, column (A), line 25) ............
2
722,952,419
3
Revenue less expenses. Subtract line 2 from line 1 ..............
3
49,301,899
4
Net assets or fund balances at beginning of year (must equal Part X, line 33, column (A)) ..
4
417,091,520
5
Net unrealized gains (losses) on investments ...............
5
20,394,018
6
Donated services and use of facilities .................
6
 
7
Investment expenses .....................
7
 
8
Prior period adjustments .....................
8
 
9
Other changes in net assets or fund balances (explain in Schedule O) ........
9
-6,966,439
10
Net assets or fund balances at end of year. Combine lines 3 through 9 (must equal Part X, line 33, column (B))
10
479,820,998
Part XII
Financial Statements and Reporting
Check if Schedule O contains a response or note to any line in this Part XII .............
Yes
No
1
Accounting method used to prepare the Form 990:  
If the organization changed its method of accounting from a prior year or checked "Other," explain in
Schedule O.
2a
Were the organization’s financial statements compiled or reviewed by an independent accountant?
2a
 
No
If ‘Yes,’ check a box below to indicate whether the financial statements for the year were compiled or reviewed on a separate basis, consolidated basis, or both:
b
Were the organization’s financial statements audited by an independent accountant?
2b
Yes
 
If ‘Yes,’ check a box below to indicate whether the financial statements for the year were audited on a separate basis, consolidated basis, or both:
c
If "Yes," to line 2a or 2b, does the organization have a committee that assumes responsibility for oversight of the audit, review, or compilation of its financial statements and selection of an independent accountant?
2c
Yes
 
If the organization changed either its oversight process or selection process during the tax year, explain in Schedule O.
3a
As a result of a federal award, was the organization required to undergo an audit or audits as set forth in the Single Audit Act and OMB Circular A-133?
3a
Yes
 
b
If "Yes," did the organization undergo the required audit or audits? If the organization did not undergo the required audit or audits, explain why in Schedule O and describe any steps taken to undergo such audits.
3b
Yes
 
Form 990 (2013)
Form 990, Special Condition Description:
Special Condition Description
Additional Data


Software ID:  
Software Version:  
SCHEDULE A
(Form 990 or 990EZ)

Department of the Treasury
Internal Revenue Service
Public Charity Status and Public Support
Complete if the organization is a section 501(c)(3) organization or a section 4947(a)(1) nonexempt charitable trust.
right arrow Attach to Form 990 or Form 990-EZ. right arrow See separate instructions.
right arrow Information about Schedule A (Form 990 or 990-EZ) and its instructions is at www.irs.gov/form990.
OMB No. 1545-0047
2013
Open to Public
Inspection
Name of the organization
City of Hope National Medical Center
 
Employer identification number

95-1683875
Part I
Reason for Public Charity Status (All organizations must complete this part.) See instructions.
The organization is not a private foundation because it is: (For lines 1 through 11, check only one box.)
1
2
3
4
5
section 170(b)(1)(A)(iv). (Complete Part II.)
6
7
8
9
receipts from activities related to its exempt functions—subject to certain exceptions, and (2) no more than 331/3% of
its support from gross investment income and unrelated business taxable income (less section 511 tax) from businesses
acquired by the organization after June 30, 1975. See section 509(a)(2). (Complete Part III.)
10
11
e
f
g
(i) A person who directly or indirectly controls, either alone or together with persons described in (ii)
Yes
No
and (iii) below, the governing body of the supported organization? ................
11g(i)
 
 
(ii) A family member of a person described in (i) above? ......................
11g(ii)
 
 
(iii) A 35% controlled entity of a person described in (i) or (ii) above? ................
11g(iii)
 
 
h
Provide the following information about the supported organization(s).
(i) Name of supported organization (ii) EIN (iii) Type of organization (described on lines 1- 9 above or IRC section (see instructions)) (iv) Is the organization in col. (i) listed in your governing document? (v) Did you notify the organization in col. (i) of your support? (vi) Is the organization in col. (i) organized in the U.S.? (vii) Amount of monetary support
Yes No Yes No Yes No
Total  

For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990EZ.
Cat. No. 11285F
Schedule A (Form 990 or 990-EZ) 2013
Schedule A (Form 990 or 990-EZ) 2013
Page 2
Part II
Support Schedule for Organizations Described in Sections 170(b)(1)(A)(iv) and 170(b)(1)(A)(vi)
(Complete only if you checked the box on line 5, 7, or 8 of Part I or if the organization failed to qualify under Part III. If the organization fails to qualify under the tests listed below, please complete Part III.)
Section A. Public Support
Calendar year (or fiscal year beginning in) right arrow (a) 2009 (b) 2010 (c) 2011 (d) 2012 (e) 2013 (f) Total
1 Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grants.") ....            
2 Tax revenues levied for the organization's benefit and either paid to or expended on its behalf.......            
3 The value of services or facilities furnished by a governmental unit to the organization without charge..            
4 Total. Add lines 1 through 3            
5 The portion of total contributions by each person (other than a governmental unit or publicly supported organization) included on line 1 that exceeds 2% of the amount shown on line 11, column (f)..  
6 Public support. Subtract line 5 from line 4.  
Section B. Total Support
Calendar year (or fiscal year beginning in) right arrow (a) 2009 (b) 2010 (c) 2011 (d) 2012 (e) 2013 (f) Total
7 Amounts from line 4..            
8 Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources...            
9 Net income from unrelated business activities, whether or not the business is regularly carried on..            
10 Other income. Do not include gain or loss from the sale of capital assets (Explain in Part IV.)..            
11 Total support (Add lines 7 through 10).  
12
12
 
13
First five years. If the Form 990 is for the organization's first, second, third, fourth, or fifth tax year as a 501(c)(3) organization, check this box and stop here.................................................right arrow
Section C. Computation of Public Support Percentage
14
14
 
15
15
 
16a
b
17a
b
18
Private foundation. If the organization did not check a box on line 13, 16a, 16b, 17a, or 17b, check this box and see
instructions ..................................................... right arrow
Schedule A (Form 990 or 990-EZ) 2013
Schedule A (Form 990 or 990-EZ) 2013
Page 3
Part III
Support Schedule for Organizations Described in Section 509(a)(2)
(Complete only if you checked the box on line 9 of Part I or if the organization failed to qualify under Part II. If the organization fails to qualify under the tests listed below, please complete Part II.)
Section A. Public Support
Calendar year (or fiscal year beginning in) right arrow (a) 2009 (b) 2010 (c) 2011 (d) 2012 (e) 2013 (f) Total
1 Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grants.") .            
2 Gross receipts from admissions, merchandise sold or services performed, or facilities furnished in any activity that is related to the organization's tax-exempt purpose......            
3 Gross receipts from activities that are not an unrelated trade or business under section 513..            
4 Tax revenues levied for the organization's benefit and either paid to or expended on its behalf...            
5 The value of services or facilities furnished by a governmental unit to the organization without charge..            
6 Total. Add lines 1 through 5.            
7a Amounts included on lines 1, 2, and 3 received from disqualified persons...            
b Amounts included on lines 2 and 3 received from other than disqualified persons that exceed the greater of $5,000 or 1% of the amount on line 13 for the year.            
c Add lines 7a and 7b..            
8 Public support (Subtract line 7c from line 6.)  
Section B. Total Support
Calendar year (or fiscal year beginning in) right arrow (a) 2009 (b) 2010 (c) 2011 (d) 2012 (e) 2013 (f) Total
9 Amounts from line 6...            
10a Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources..            
b Unrelated business taxable income (less section 511 taxes) from businesses acquired after June 30, 1975.            
c Add lines 10a and 10b.            
11 Net income from unrelated business activities not included in line 10b, whether or not the business is regularly carried on.            
12 Other income. Do not include gain or loss from the sale of capital assets (Explain in Part IV.) ..            
13 Total support. (Add lines 9, 10c, 11, and 12.)..            
14
Section C. Computation of Public Support Percentage
15
15
 
16
16
 
Section D. Computation of Investment Income Percentage
17
17
 
18
18
 
19a
b
20
Schedule A (Form 990 or 990-EZ) 2013
Schedule A (Form 990 or 990-EZ) 2013
Page 4
Part IV
Supplemental Information. Provide the explanations required by Part II, line 10; Part II, line 17a or 17b; and Part III, line 12. Also complete this part for any additional information. (See instructions).
Facts And Circumstances Test
 
Explanation
 
 
 
 
Schedule A (Form 990 or 990-EZ) 2013

Additional Data


Software ID:  
Software Version:  
Schedule B
(Form 990, 990-EZ,
or 990-PF)
Department of the Treasury
Internal Revenue Service
Schedule of Contributors
Arrow Bullet Attach to Form 990, 990-EZ, or 990-PF.
Arrow Bullet Information about Schedule B (Form 990, 990-EZ, or 990-PF) and its instructions is at www.irs.gov/form990.
OMB No. 1545-0047
2013
Name of the organization
City of Hope National Medical Center
 
Employer identification number

95-1683875
Organization type (check one):
Filers of:
Section:
Form 990 or 990-EZ





Form 990-PF




Check if your organization is covered by the General Rule or a Special Rule.  
Note. Only a section 501(c)(7), (8), or (10) organization can check boxes for both the General Rule and a Special Rule. See instructions.
General Rule
Special Rules
......................... Arrow Bullet $  
Caution. An organization that is not covered by the General Rule and/or the Special Rules does not file Schedule B (Form 990,
990-EZ, or 990-PF), but it must answer “No” on Part IV, line 2, of its Form 990; or check the box on line H of its
Form 990-EZ or on its Form 990PF, Part I, line 2, to certify that it does not meet the filing requirements of Schedule B (Form 990,
990-EZ, or 990-PF).
For Paperwork Reduction Act Notice, see the Instructions
for Form 990, 990-EZ, or 990-PF.
Cat. No. 30613XSchedule B (Form 990, 990-EZ, or 990-PF) (2013)

Schedule B (Form 990, 990-EZ, or 990-PF) (2013)
Page 2
Name of organization
City of Hope National Medical Center
  		Employer identification number

95-1683875
Part I
Contributors (see instructions). Use duplicate copies of Part I if additional space is needed.
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
RESTRICTED
RESTRICTED
 

   
RESTRICTED
RESTRICTED
RESTRICTED, RESTRICTEDRESTRICTED

$RESTRICTED


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 

   
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 

   
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 

   
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 

   
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 

   
 
 

$  


(Complete Part II for noncash contributions.)
Schedule B (Form 990, 990-EZ, or 990-PF) (2013)

Schedule B (Form 990, 990-EZ, or 990-PF) (2013)
Page 3
Name of organization
City of Hope National Medical Center
  		Employer identification number

95-1683875
Part II
Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
(a) No.
from
Part I		 (b)
Description of noncash property given		 (c)
FMV (or estimate)
(see instructions) 		(d)
Date received
 
$    
(a) No.
from
Part I		 (b)
Description of noncash property given		 (c)
FMV (or estimate)
(see instructions) 		(d)
Date received
 
$    
(a) No.
from
Part I		 (b)
Description of noncash property given		 (c)
FMV (or estimate)
(see instructions) 		(d)
Date received
 
$    
(a) No.
from
Part I		 (b)
Description of noncash property given		 (c)
FMV (or estimate)
(see instructions) 		(d)
Date received
 
$    
(a) No.
from
Part I		 (b)
Description of noncash property given		 (c)
FMV (or estimate)
(see instructions) 		(d)
Date received
 
$    
(a) No.
from
Part I		 (b)
Description of noncash property given		 (c)
FMV (or estimate)
(see instructions) 		(d)
Date received
 
$    
Schedule B (Form 990, 990-EZ, or 990-PF) (2013)

Schedule B (Form 990, 990-EZ, or 990-PF) (2013)
Page 4
Name of organization
City of Hope National Medical Center
  		Employer identification number

95-1683875
Part III
Exclusively religious, charitable, etc., individual contributions to section 501(c)(7), (8), or (10) organizations
that total more than $1,000 for the year. Complete columns (a) through (e) and the following line entry.
For organizations completing Part III, enter the total of exclusively religious, charitable, etc.,
contributions of $1,000 or less for the year. (Enter this information once. See instructions.) Arrow Bullet$  
Use duplicate copies of Part III if additional space is needed.
(a) No.
from
Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a) No.
from
Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a) No.
from
Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a) No.
from
Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
Schedule B (Form 990, 990-EZ, or 990-PF) (2013)

Additional Data


Software ID:  
Software Version:  
SCHEDULE C
(Form 990 or 990-EZ)

Department of the Treasury
Internal Revenue Service
Political Campaign and Lobbying Activities

For Organizations Exempt From Income Tax Under section 501(c) and section 527
SchCMd Bullet Complete if the organization is described below.SchCMd Bullet Attach to Form 990 or Form 990-EZ.
SchCMd Bullet See separate instructions.SchCMd Bullet Information about Schedule C (Form 990 or 990-EZ) and its instructions is at www.irs.gov/form990.
OMB No. 1545-0047
2013
Open to Public
Inspection
If the organization answered "Yes" to Form 990, Part IV, Line 3, or Form 990-EZ, Part V, line 46 (Political Campaign Activities), then
Round Bullet Section 501(c)(3) organizations: Complete Parts I-A and B. Do not complete Part I-C.
Round Bullet Section 501(c) (other than section 501(c)(3)) organizations: Complete Parts I-A and C below. Do not complete Part I-B.
Round Bullet Section 527 organizations: Complete Part I-A only.
If the organization answered "Yes" to Form 990, Part IV, Line 4, or Form 990-EZ, Part VI, line 47 (Lobbying Activities), then
Round Bullet Section 501(c)(3) organizations that have filed Form 5768 (election under section 501(h)): Complete Part II-A. Do not complete Part II-B.
Round Bullet Section 501(c)(3) organizations that have NOT filed Form 5768 (election under section 501(h)): Complete Part II-B. Do not complete Part II-A.
If the organization answered "Yes" to Form 990, Part IV, Line 5 (Proxy Tax) or Form 990-EZ, Part V, line 35c (Proxy Tax), then
Round Bullet Section 501(c)(4), (5), or (6) organizations: Complete Part III.
Name of the organization
City of Hope National Medical Center
 
Employer identification number

95-1683875
Part I-A
Complete if the organization is exempt under section 501(c) or is a section 527 organization.

1
Provide a description of the organization’s direct and indirect political campaign activities in Part IV.
2
Political expenditures ....................................SchCMd Bullet
$  
3
Volunteer hours ........................................
 

Part I-B
Complete if the organization is exempt under section 501(c)(3).
1
Enter the amount of any excise tax incurred by the organization under section 4955 .........SchCMd Bullet
$  
2
Enter the amount of any excise tax incurred by organization managers under section 4955 ......SchCMd Bullet
$  
3
If the organization incurred a section 4955 tax, did it file Form 4720 for this year? ..............
4a
Was a correction made? .........................................
b
If "Yes," describe in Part IV.
Part I-C
Complete if the organization is exempt under section 501(c), except section 501(c)(3).
1
Enter the amount directly expended by the filing organization for section 527 exempt function activities SchCMd Bullet
$  
2
Enter the amount of the filing organization's funds contributed to other organizations for section 527 exempt function activities ...................................SchCMd Bullet

$  
3
Total exempt function expenditures. Add lines 1 and 2. Enter here and on Form 1120-POL, line 17b..SchCMd Bullet

$  
4
Did the filing organization file Form 1120-POL for this year? ..........................
5
Enter the names, addresses and employer identification number (EIN) of all section 527 political organizations to which the filing
organization made payments. For each organization listed, enter the amount paid from the filing organization’s funds. Also enter the amount of political contributions received that were promptly and directly delivered to a separate political organization, such as a separate segregated fund or a political action committee (PAC). If additional space is needed, provide information in Part IV.
(a) Name (b) Address (c) EIN (d) Amount paid from filing organization's funds. If none, enter -0-. (e) Amount of political contributions received and promptly and directly delivered to a separate political organization. If none, enter -0-.










For Paperwork Reduction Act Notice, see the instructions for Form 990 or 990-EZ.
Cat. No. 50084S
Schedule C (Form 990 or 990-EZ) 2013

Schedule C (Form 990 or 990-EZ) 2013
Page 2
Part II-A
Complete if the organization is exempt under section 501(c)(3) and filed Form 5768 (election under section 501(h)).
A Check SchCMd Bulletexpenses, and share of excess lobbying expenditures).
B Check SchCMd Bullet
Limits on Lobbying Expenditures
(The term "expenditures" means amounts paid or incurred.) 		(a) Filing
organization's
totals 		(b) Affiliated group
totals
1a Total lobbying expenditures to influence public opinion (grass roots lobbying) ......    
b Total lobbying expenditures to influence a legislative body (direct lobbying) ....... 1,027,111 1,027,111
c Total lobbying expenditures (add lines 1a and 1b) ................... 1,027,111 1,027,111
d Other exempt purpose expenditures ........................ 721,925,308 1,393,404,224
e Total exempt purpose expenditures (add lines 1c and 1d) ............... 722,952,419 1,394,431,335
f Lobbying nontaxable amount. Enter the amount from the following table in both
columns.		 1,000,000 1,000,000
If the amount on line 1e, column (a) or (b) is:The lobbying nontaxable amount is:
Not over $500,00020% of the amount on line 1e.
Over $500,000 but not over $1,000,000$100,000 plus 15% of the excess over $500,000.
Over $1,000,000 but not over $1,500,000$175,000 plus 10% of the excess over $1,000,000.
Over $1,500,000 but not over $17,000,000$225,000 plus 5% of the excess over $1,500,000.
Over $17,000,000$1,000,000.
g Grassroots nontaxable amount (enter 25% of line 1f) ................. 250,000 250,000
h Subtract line 1g from line 1a. If zero or less, enter -0-. ................    
i Subtract line 1f from line 1c. If zero or less, enter -0-. ................ 27,111 27,111
j If there is an amount other than zero on either line 1h or line 1i, did the organization file Form 4720 reporting
section 4911 tax for this year? ......................................

4-Year Averaging Period Under Section 501(h)
(Some organizations that made a section 501(h) election do not have to complete all of the five
columns below. See the instructions for lines 2a through 2f on page 4.)
Lobbying Expenditures During 4-Year Averaging Period
Calendar year (or fiscal year
beginning in) 		(a) 2010 (b) 2011 (c) 2012 (d) 2013 (e) Total
2a Lobbying nontaxable amount 1,000,000 1,000,000 1,000,000 1,000,000 4,000,000
b Lobbying ceiling amount
(150% of line 2a, column(e)) 		6,000,000
c Total lobbying expenditures 547,607 498,406 387,460 1,027,111 2,460,584
d Grassroots nontaxable amount 250,000 250,000 250,000 250,000 1,000,000
e Grassroots ceiling amount
(150% of line 2d, column (e))		 1,500,000
f Grassroots lobbying expenditures 0 0 15,000 0 15,000
Schedule C (Form 990 or 990-EZ) 2013


Schedule C (Form 990 or 990-EZ) 2013
Page 3
Part II-B
Complete if the organization is exempt under section 501(c)(3) and has NOT filed Form 5768 (election under section 501(h)).
For each "Yes" response to lines 1a through 1i below, provide in Part IV a detailed description of the lobbying activity.
(a)
No
Yes
(b)
Amount
1
During the year, did the filing organization attempt to influence foreign, national, state or local legislation, including any attempt to influence public opinion on a legislative matter or referendum, through the use of:
a
Volunteers? .........................................
 
 
b
Paid staff or management (include compensation in expenses reported on lines 1c through 1i)? ....
 
 
c
Media advertisements? ....................................
 
 
 
d
Mailings to members, legislators, or the public? .........................
 
 
 
e
Publications, or published or broadcast statements? .......................
 
 
 
f
Grants to other organizations for lobbying purposes? .......................
 
 
 
g
Direct contact with legislators, their staffs, government officials, or a legislative body? ........
 
 
 
h
Rallies, demonstrations, seminars, conventions, speeches, lectures, or any similar means? ......
 
 
 
i
Other activities? ..........................
 
 
 
j
Total. Add lines 1c through 1i ...............................
 
2a
Did the activities in line 1 cause the organization to be not described in section 501(c)(3)? .....
 
 
b
If "Yes," enter the amount of any tax incurred under section 4912 .................
 
c
If "Yes," enter the amount of any tax incurred by organization managers under section 4912 .....
 
d
If the filing organization incurred a section 4912 tax, did it file Form 4720 for this year? .......
 
 
Part III-A
Complete if the organization is exempt under section 501(c)(4), section 501(c)(5), or section 501(c)(6).
Yes
No
1
Were substantially all (90% or more) dues received nondeductible by members? ................
1
 
 
2
Did the organization make only in-house lobbying expenditures of $2,000 or less? ................
2
 
 
3
Did the organization agree to carry over lobbying and political expenditures from the prior year? ..........
3
 
 
Part III-B
Complete if the organization is exempt under section 501(c)(4), section 501(c)(5), or section 501(c)(6) and if either (a) BOTH Part III-A, lines 1 and 2, are answered "No" OR (b) Part III-A, line 3, is answered “Yes."
1
Dues, assessments and similar amounts from members .....................
1
 
2
Section 162(e) nondeductible lobbying and political expenditures (do not include amounts of political
expenses for which the section 527(f) tax was paid).
a
Current year .........................................
2a
 
b
Carryover from last year ....................................
2b
 
c
Total ............................................
2c
 
3
Aggregate amount reported in section 6033(e)(1)(A) notices of nondeductible section 162(e) dues .
3
 
4
If notices were sent and the amount on line 2c exceeds the amount on line 3, what portion of the excess does the organization agree to carryover to the reasonable estimate of nondeductible lobbying and political expenditure next year? ................................
4
 
5
Taxable amount of lobbying and political expenditures (see instructions) ..............
5
 
Part IV
Supplemental Information
Provide the descriptions required for Part l-A, line 1; Part l-B, line 4; Part l-C, line 5; Part II-A (affiliated group list); Part II-A, line 2; and Part ll-B, line 1. Also, complete this part for any additional information.
Return Reference Explanation
DIRECT AND INDIRECT POLITICAL CAMPAIGN ACTIVITIES: SCHEDULE C, Part II-A CITY OF HOPE NATIONAL MEDICAL CENTER (MEDICAL CENTER) APPLIED FOR A SECTION 501(H) ELECTION ON FORM 5768 IN THE YEAR ENDED SEPTEMBER 30, 1995. DURING FISCAL YEAR 2014 CITY OF HOPE NATIONAL MEDICAL CENTER FILED FORM 5768 TO REVOKE THE ELECTION UNDER THE PROVISIONS OF SECTION 501(H) OF THE CODE RELATING TO EXPENDITURES TO INFLUENCE LEGISLATION. THIS IS EFFECTIVE OCTOBER 1, 2014 FOR THE FISCAL YEAR 2015. THE MEDICAL CENTER INCURRED DIRECT LOBBYING EXPENDITURES IN THE AMOUNT OF $946,111, AND IN-HOUSE EXPENDITURES OF $81,000 DURING FISCAL YEAR 2014 RELATED TO THE FOLLOWING LOBBYING ACTIVITIES: FEDERAL LEGISLATION: 2013 BIPARTISAN BUDGET ACT (*ADVOCATED ON ISSUES RELATED TO EVALUATION AND MANAGEMENT SERVICES FOR REIMBURSEMENT FOR HOSPITALS). STAFF PROVIDED EXPERTISE, ADVICE AND ADVOCACY ON LEGISLATION. FY2015 SENATE AND HOUSE LABOR, HHS, AND EDUCATION BILL (*PROVISIONS RELATING TO NIH FUNDING). STAFF PROVIDED EXPERTISE, ADVICE AND ADVOCACY ON LEGISLATION. PROPOSED MEDICARE LEGISLATION: ISSUES RELATED TO CUTS IN EVALUATION AND MANAGEMENT SERVICES REIMBURSEMENT FOR HOSPITALS. STAFF PROVIDED EXPERTISE, ADVICE AND ADVOCACY ON PROPOSED LEGISLATION. PROPOSED MEDICARE LEGISLATION: MEDICARE OUTPATIENT PAYMENT FOR EXEMPT PROSPECTIVE PAYMENT CANCER CENTERS. STAFF PROVIDED EXPERTISE, ADVICE AND ADVOCACY. STATE LEGISLATION: CONTINUITY OF CARE ISSUES, TREATMENT AUTHORIZATION REQUEST DENIAL, DUAL-ELIGIBLE INTEGRATION DEMONSTRATION (CAL MEDI-CONNECT), AND SENIORS AND PERSONS WITH DISABILITIES TRANSITION. SACRAMENTO LOBBYIST, MAUREEN O'HAREN, LOBBIED LEGISLATURE ON BEHALF OF CITY OF HOPE. AB 1558 (SENATOR HERNANDEZ) CALIFORNIA HEALTH DATA ORGANIZATION: ALL-PAYER CLAIMS DATABASE. LOBBYIST O'HAREN LOBBIED LEGISLATURE ON BEHALF OF CITY OF HOPE. AB 369 (SENATOR PAN): CONTINUITY OF CARE. ALLOWS A NEW HEALTH PLAN ENROLLEE OR INSURED TO COMPLETE TREATMENT WITH A NON-PARTICIPATING HEALTH CARE PROVIDER IF THE INDIVIDUAL'S INSURANCE POLICY WAS TERMINATED BETWEEN DECEMBER 1, 2013, AND MARCH 31, 2014, AND THE INDIVIDUAL WAS RECEIVING SERVICES (EXAMPLE: RADIATION, CHEMO, ETC.) FROM THE NON-PARTICIPATING PROVIDER FOR A SPECIFIED CONDITION ON THE EFFECTIVE DATE OF NEW COVERAGE. LOBBYIST O'HAREN LOBBIED LEGISLATURE ON BEHALF OF CITY OF HOPE. ALSO, CITY OF HOPE STAFF PROVIDED EXPERTISE AND ADVICE ON LEGISLATION. AB 503 (SENATOR WIECKOWSKI): COMMUNITY BENEFIT. NEW RESTRICTIVE COMMUNITY BENEFIT REQUIREMENTS FOR NONPROFIT TAX EXEMPTION. REQUIRES STANDARDIZED FORMAT FOR COMMUNITY BENEFIT PLANS AND DEVELOPS A METHOD FOR ESTIMATING THE ECONOMIC VALUE OF COMMUNITY BENEFITS PROVIDED BY NON-PROFIT HOSPITALS. LOBBYIST O'HAREN AND CITY OF HOPE LOBBIED LEGISLATURE ON BEHALF OF CITY OF HOPE. AB 1952 (SENATOR PAN): CHARITY CARE. ESTABLISHES THE NON-PROFIT HOSPITAL CHARITY CARE PENALTY FUND WITHIN THE STATE GENERAL FUND. GENERAL ACUTE-CARE HOSPITALS WOULD BE REQUIRED TO CONTRIBUTE TO THE FUND IF THEY FAIL TO SATISFY THE CHARITY CARE MANDATE EQUAL TO 5 PERCENT OF NET PATIENT REVENUE. LOBBYIST O'HAREN AND CITY OF HOPE LOBBIED LEGISLATURE ON BEHALF OF CITY OF HOPE. SB 1276 (SENATOR HERNANDEZ): CHARITY CARE. THE BILL WOULD INCREASE THE SCOPE OF ELIGIBILITY FOR CHARITY CARE AND DISCOUNT PAYMENT PROGRAMS; WOULD ALLOW A HOSPITAL AND PATIENT TO NEGOTIATE THE TERMS OF A PAYMENT PLAN THAT CONSIDERS THE PATIENT'S FAMILY INCOME AND ESSENTIAL LIVING EXPENSES; AND WOULD REQUIRE HOSPITALS TO DEVELOP "REASONABLE PAYMENT PLANS" THAT ARE NOT MORE THAN 10 PERCENT OF A PATIENT'S INCOME (EXCLUDING DEDUCTIONS FOR ESSENTIAL LIVING EXPENSES) IF THE HOSPITAL AND PATIENT CANNOT AGREE ON ONE. LOBBYIST O'HAREN LOBBIED LEGISLATURE ON BEHALF OF CITY OF HOPE. SB 986 (SENATOR HERNANDEZ). CONTINUITY OF CARE. THE BILL WOULD ENSURE MEDI-CAL BENEFICIARIES WHO UNDERGO BONE MARROW AND BLOOD STEM CELL TRANSPLANTS FOR CANCER AND OTHER LIFE-THREATENING DISEASES CAN MAINTAIN SEAMLESS CONTINUITY OF CARE WITH THEIR SPECIALTY CARE PROVIDERS. CITY OF HOPE STAFF AND LOBBYIST O'HAREN LOBBIED THE GOVERNOR'S OFFICE, HEALTH AND HUMAN SERVICES AGENCY, DEPARTMENT OF HEALTH CARE SERVICES AND LEGISLATURE. SCHEDULE C, PART II-A, LINE A THE FOLLOWING ARE THE MEMBERS OF THE AFFILIATED GROUP: CITY OF HOPE (HAS NOT MADE THE 501(H) ELECTION) 1500 EAST DUARTE ROAD, DUARTE, CA 91010 EIN = 95-3435919 GRASSROOTS LOBBYING AMOUNT = NONE TOTAL LOBBYING EXPENDITURES = NONE OTHER EXEMPT PURPOSE EXPENDITURES = $262,333,692 TOTAL EXEMPT PURPOSE EXPENDITURES = $262,333,692 LOBBYING NONTAXABLE AMOUNT = NONE GRASSROOTS NONTAXABLE AMOUNT = NONE TOTAL GRASSROOTS LESS NONTAXABLE AMOUNT = NONE TOTAL EXPENDITURES LESS NONTAXABLE AMOUNT = NONE SHARE OF EXCESS LOBBYING EXPENDITURES = NONE BECKMAN RESEARCH INSTITUTE OF THE CITY OF HOPE (BECKMAN RESEARCH INSTITUTE) (HAS NOT MADE THE 501(H) ELECTION) 1450 EAST DUARTE ROAD, DUARTE, CA 91010 EIN = 95-3432210 GRASSROOTS LOBBYING AMOUNT = NONE TOTAL LOBBYING EXPENDITURES = NONE OTHER EXEMPT PURPOSE EXPENDITURES = $265,274,408 TOTAL EXEMPT PURPOSE EXPENDITURES = $265,274,408 LOBBYING NONTAXABLE AMOUNT = NONE GRASSROOTS NONTAXABLE AMOUNT = NONE TOTAL GRASSROOTS LESS NONTAXABLE AMOUNT = NONE TOTAL EXPENDITURES LESS NONTAXABLE AMOUNT = NONE SHARE OF EXCESS LOBBYING EXPENDITURES = NONE CITY OF HOPE MEDICAL FOUNDATION (MEDICAL FOUNDATION) (HAS NOT MADE THE 501(H) ELECTION) 1500 EAST DUARTE ROAD, DUARTE, CA 91010 EIN = 27-4803222 GRASSROOTS LOBBYING AMOUNT = NONE TOTAL LOBBYING EXPENDITURES = NONE OTHER EXEMPT PURPOSE EXPENDITURES = $143,870,816 TOTAL EXEMPT PURPOSE EXPENDITURES = $143,870,816 LOBBYING NONTAXABLE AMOUNT = NONE GRASSROOTS NONTAXABLE AMOUNT = NONE TOTAL GRASSROOTS LESS NONTAXABLE AMOUNT = NONE TOTAL EXPENDITURES LESS NONTAXABLE AMOUNT = NONE SHARE OF EXCESS LOBBYING EXPENDITURES = NONE
Schedule C (Form 990 or 990EZ) 2013

Additional Data


Software ID:  
Software Version:  

SCHEDULE D
(Form 990)
Department of the Treasury
Internal Revenue Service
Supplemental Financial Statements
SchDMd Bullet Complete if the organization answered "Yes," to Form 990,
Part IV, line 6, 7, 8, 9, 10, 11a, 11b, 11c, 11d, 11e, 11f, 12a, or 12b
SchDMd Bullet Attach to Form 990. SchDMd Bullet See separate instructions. SchDMd Bullet Information about Schedule D (Form 990) and its instructions is at www.irs.gov/form990.
OMB No. 1545-0047
2013
Open to Public Inspection
Name of the organization
City of Hope National Medical Center
 
Employer identification number

95-1683875
Part I
Organizations Maintaining Donor Advised Funds or Other Similar Funds or Accounts. Complete if the organization answered "Yes" to Form 990, Part IV, line 6.
(a) Donor advised funds (b) Funds and other accounts
1 Total number at end of year .........    
2 Aggregate contributions to (during year) ...    
3 Aggregate grants from (during year) .....    
4 Aggregate value at end of year ........    
5
Did the organization inform all donors and donor advisors in writing that the assets held in donor advised
funds are the organization's property, subject to the organization's exclusive legal control? ............
6
Did the organization inform all grantees, donors, and donor advisors in writing that grant funds can be
used only for charitable purposes and not for the benefit of the donor or donor advisor, or for any other purpose conferring impermissible private benefit? ...................................
Part II
Conservation Easements. Complete if the organization answered "Yes" to Form 990, Part IV, line 7.
1
Purpose(s) of conservation easements held by the organization (check all that apply).
2
Complete lines 2a through 2d if the organization held a qualified conservation contribution in the form of a conservation easement on the last day of the tax year.
Held at the End of the Year
a Total number of conservation easements ....................... 2a  
b Total acreage restricted by conservation easements .................. 2b  
c Number of conservation easements on a certified historic structure included in (a) ..... 2c  
d Number of conservation easements included in (c) acquired after 8/17/06, and not on a historic structure listed in the National Register .................... 2d  
3
Number of conservation easements modified, transferred, released, extinguished, or terminated by the organization during
the tax year SchDMd Bullet  
4
Number of states where property subject to conservation easement is located SchDMd Bullet  
5
Does the organization have a written policy regarding the periodic monitoring, inspection, handling of violations, and
enforcement of the conservation easements it holds? .............................
6
Staff and volunteer hours devoted to monitoring, inspecting, and enforcing conservation easements during the year
SchDMd Bullet  
7
Amount of expenses incurred in monitoring, inspecting, and enforcing conservation easements during the year
SchDMd Bullet $  
8
Does each conservation easement reported on line 2(d) above satisfy the requirements of section 170(h)(4)(B)(i) and section 170(h)(4)(B)(ii)? .......................................
9
In Part XIII, describe how the organization reports conservation easements in its revenue and expense statement, and
balance sheet, and include, if applicable, the text of the footnote to the organization’s financial statements that describes
the organization’s accounting for conservation easements.
Part III
Organizations Maintaining Collections of Art, Historical Treasures, or Other Similar Assets.
Complete if the organization answered "Yes" to Form 990, Part IV, line 8.
1a
If the organization elected, as permitted under SFAS 116 (ASC 958), not to report in its revenue statement and balance sheet works of art, historical treasures, or other similar assets held for public exhibition, education, or research in furtherance of public service, provide, in Part XIII, the text of the footnote to its financial statements that describes these items.
b
If the organization elected, as permitted under SFAS 116 (ASC 958), to report in its revenue statement and balance sheet works of art, historical treasures, or other similar assets held for public exhibition, education, or research in furtherance of public service, provide the following amounts relating to these items:
(i)
Revenues included in Form 990, Part VIII, line 1 ........................SchDMd Bullet $  
(ii)
Assets included in Form 990, Part X ..............................SchDMd Bullet $  
2
If the organization received or held works of art, historical treasures, or other similar assets for financial gain, provide the
following amounts required to be reported under SFAS 116 (ASC 958) relating to these items:
a
Revenues included in Form 990, Part VIII, line 1 ..........................SchDMd Bullet $  
b
Assets included in Form 990, Part X ...............................SchDMd Bullet $  
For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 52283D
Schedule D (Form 990) 2013

Schedule D (Form 990) 2013
Page 2
Part III
Organizations Maintaining Collections of Art, Historical Treasures, or Other Similar Assets (continued)
3
Using the organization’s acquisition, accession, and other records, check any of the following that are a significant use of its collection items (check all that apply):
a
d
b
e
 
c
4
Provide a description of the organization’s collections and explain how they further the organization’s exempt purpose in
Part XIII.
5
During the year, did the organization solicit or receive donations of art, historical treasures or other similar
assets to be sold to raise funds rather than to be maintained as part of the organization’s collection?........
Part IV
Escrow and Custodial Arrangements. Complete if the organization answered "Yes" to Form 990,
Part IV, line 9, or reported an amount on Form 990, Part X, line 21.
1a
Is the organization an agent, trustee, custodian or other intermediary for contributions or other assets not
included on Form 990, Part X? ....................................
b
If "Yes," explain the arrangement in Part XIII and complete the following table:
Amount
c Beginning balance ................................. 1c  
d Additions during the year .............................. 1d  
e Distributions during the year ............................. 1e  
f Ending balance ................................... 1f  
2a
Did the organization include an amount on Form 990, Part X, line 21? .....................
b
If "Yes," explain the arrangement in Part XIII. Check here if the explanation has been provided in Part XIII ........
Part V
Endowment Funds. Complete if the organization answered "Yes" to Form 990, Part IV, line 10.
(a)Current year (b)Prior year b (c)Two years back (d)Three years back (e)Four years back
1a Beginning of year balance .... 43,436,699 39,346,779 34,199,446 35,350,725 31,900,646
b Contributions ........          
c Net investment earnings, gains, and losses 3,004,283 4,089,919 5,147,333 -1,151,279 3,450,079
d Grants or scholarships .....          
e Other expenditures for facilities
and programs ........ 		         
f Administrative expenses ....          
g End of year balance ...... 46,440,982 43,436,698 39,346,779 34,199,446 35,350,725
2
Provide the estimated percentage of the current year end balance (line 1g, column (a)) held as:
a
Board designated or quasi-endowment SchDMd Bullet100.000 %
b
Permanent endowment SchDMd Bullet  
c
Temporarily restricted endowment SchDMd Bullet  
The percentages in lines 2a, 2b, and 2c should equal 100%.
3a
Are there endowment funds not in the possession of the organization that are held and administered for the
organization by:

Yes
No
(i) unrelated organizations ........................
3a(i)
 
No
(ii) related organizations ........................
3a(ii)
 
No
b
If "Yes" to 3a(ii), are the related organizations listed as required on Schedule R? .........
3b
 
 
4
Describe in Part XIII the intended uses of the organization's endowment funds.
Part VI
Land, Buildings, and Equipment. Complete if the organization answered 'Yes' to Form 990, Part IV, line 11a. See Form 990, Part X, line 10.
Description of property (a) Cost or other basis (investment) (b)Cost or other basis (other) (c) Accumulated depreciation (d) Book value
1a Land .................   51,573,710 51,573,710
b Buildings ................   294,047,747 165,141,764 128,905,983
c Leasehold improvements ............   41,833,224 3,673,372 38,159,852
d Equipment ................   426,200,997 264,237,673 161,963,324
e Other .................   62,406,238   62,406,238
Total. Add lines 1a through 1e. (Column (d) must equal Form 990, Part X, column (B), line 10(c).).......SchDMdBullet 443,009,107
Schedule D (Form 990) 2013

Schedule D (Form 990) 2013
Page 3
Part VII
Investments—Other Securities. Complete if the organization answered 'Yes' to Form 990, Part IV, line 11b. See Form 990, Part X, line 12.
(a) Description of security or category
(including name of security)		 (b)Book value (c) Method of valuation:
Cost or end-of-year market value
(1)Financial derivatives    
(2)Closely-held equity interests    
(3)Other
(A) ALTERNATIVE INVESTMENTS 		224,279,757 F








Total. (Column (b) must equal Form 990, Part X, col. (B) line 12.)Small Bullet 224,279,757
Part VIII
Investments—Program Related. Complete if the organization answered 'Yes' to Form 990, Part IV, line 11c. See Form 990, Part X, line 13.
(a) Description of investment (b) Book value (c) Method of valuation:
Cost or end-of-year market value








Total. (Column (b) must equal Form 990, Part X, col.(B) line 13.)Small Bullet  
Part IX
Other Assets. Complete if the organization answered 'Yes' to Form 990, Part IV, line 11d. See Form 990, Part X, line 15.
(a) Description (b) Book value








Total. (Column (b) must equal Form 990, Part X, col.(B) line 15.)...........Small Bullet  
Part X
Other Liabilities. Complete if the organization answered 'Yes' to Form 990, Part IV, line 11e or 11f. See Form 990, Part X, line 25.
1.(a) Description of liability (b) Book value
Federal income taxes 0
BOND ISSUE PREMIUM 24,002,387
WORKERS COMP & SELF INSURE LIAB. 16,475,848
RETIREMENT FUND PAYABLE 13,320,698
DEFERRED LEASE LIABILITY 8,051,866
INTEREST EXPENSE LIABILITY 3,318,304
THIRD PARTY SETTLEMENTS 2,061,736
DUE TO AFFILIATES 882,549
OTHER LIABILITIES 12,480

Total. (Column (b) must equal Form 990, Part X, col.(B) line 25.)Small Bullet 68,125,868
2. Liability for uncertain tax positions In Part XIII, provide the text of the footnote to the organization's financial statements that reports the organization's liability for uncertain tax positions under FIN 48 (ASC 740). Check here if the text of the footnote has been provided in Part XIII ..................................................
Schedule D (Form 990) 2013

Schedule D (Form 990) 2013
Page 4
Part XI Reconciliation of Revenue per Audited Financial Statements With Revenue per Return Complete if the organization answered 'Yes' to Form 990, Part IV, line 12a.
1 Total revenue, gains, and other support per audited financial statements ....... 1  
2 Amounts included on line 1 but not on Form 990, Part VIII, line 12:
a Net unrealized gains on investments .......... 2a  
b Donated services and use of facilities ......... 2b  
c Recoveries of prior year grants ........... 2c  
d Other (Describe in Part XIII.) ............ 2d  
e Add lines 2a through 2d ..................... 2e  
3 Subtract line 2e from line 1..................... 3  
4 Amounts included on Form 990, Part VIII, line 12, but not on line 1:
a Investment expenses not included on Form 990, Part VIII, line 7b . 4a  
b Other (Describe in Part XIII.) ........... 4b  
c Add lines 4a and 4b....................... 4c  
5 Total revenue. Add lines 3 and 4c. (This must equal Form 990, Part I, line 12.) ...... 5  
Part XII Reconciliation of Expenses per Audited Financial Statements With Expenses per Return. Complete if the organization answered 'Yes' to Form 990, Part IV, line 12a.
1 Total expenses and losses per audited financial statements ........... 1  
2 Amounts included on line 1 but not on Form 990, Part IX, line 25:
a Donated services and use of facilities .......... 2a  
b Prior year adjustments .............. 2b  
c Other losses ................ 2c  
d Other (Describe in Part XIII.) ............ 2d  
e Add lines 2a through 2d...................... 2e  
3 Subtract line 2e from line 1..................... 3  
4 Amounts included on Form 990, Part IX, line 25, but not on line 1:
a Investment expenses not included on Form 990, Part VIII, line 7b .. 4a  
b Other (Describe in Part XIII.) ............ 4b  
c Add lines 4a and 4b....................... 4c  
5 Total expenses. Add lines 3 and 4c. (This must equal Form 990, Part I, line 18.) ...... 5  
Part XIII
Supplemental Information
Provide the descriptions required for Part II, lines 3, 5, and 9; Part III, lines 1a and 4; Part lV, lines 1b and 2b;
Part V, line 4; Part X, line 2; Part XI, lines 2d and 4b; and Part XII, lines 2d and 4b. Also complete this part to provide any additional information.
Return Reference Explanation
ENDOWMENT FUNDS: SCHEDULE D, PART V, LINE 4 THE MEDICAL CENTER HAS DESIGNATED QUASI-ENDOWMENT FUNDS THAT ARE AVAILABLE TO FUND FUTURE RESEARCH, AND CAPITAL AND EXPANSION NEEDS AS DETERMINED BY MANAGEMENT AND THE CITY OF HOPE BOARD OF DIRECTORS.
FASB ASC 740 DISCLOSURE: SCHEDULE D, PART X, LINE 2 THE FOLLOWING PARAGRAPH IS FROM THE CONSOLIDATED CITY OF HOPE AND AFFILIATES (CITY OF HOPE, CITY OF HOPE AUXILIARIES (AUXILIARIES), THE MEDICAL CENTER, THE MEDICAL FOUNDATION AND THE BECKMAN RESEARCH INSTITUTE) AUDITED FINANCIAL STATEMENTS AS OF SEPTEMBER 30, 2014: FINANCIAL ACCOUNTING STANDARDS BOARD (FASB), ACCOUNTING STANDARDS CODIFICATION (ASC) 740, INCOME TAXES, CLARIFIES THE ACCOUNTING FOR INCOME TAXES BY PRESCRIBING A MINIMUM RECOGNITION THRESHOLD THAT A TAX POSITION IS REQUIRED TO MEET BEFORE BEING RECOGNIZED IN THE FINANCIAL STATEMENTS. FASB ASC 740 ALSO PROVIDES GUIDANCE ON DERECOGNITION, MEASUREMENT, CLASSIFICATION, INTEREST AND PENALTIES, DISCLOSURE AND TRANSITION. THE GUIDANCE CONTAINED IN FASB ASC 740 IS APPLICABLE TO PASS-THROUGH ENTITIES AND TAX-EXEMPT ORGANIZATIONS. CITY OF HOPE HAS NO SIGNIFICANT UNCERTAIN TAX POSITIONS OR TAX LIABILITY FOR TAX BENEFITS, INTEREST OR PENALTIES ACCRUED AT SEPTEMBER 30, 2014 AND 2013.
Schedule D (Form 990) 2013

Additional Data


Software ID:  
Software Version:  




SCHEDULE F(Form 990)
Department of the Treasury
Internal Revenue Service
Statement of Activities Outside the United States
Right pointing arrow large image Complete if the organization answered "Yes" to Form 990,Part IV, line 14b, 15, or 16.Right pointing arrow large image Attach to Form 990. Right pointing arrow large image See separate instructions.Right pointing arrow large image Information about Schedule F (Form 990) and its instructions is at www.irs.gov/form990.
OMB No. 1545-0047
2013
Open to Public Inspection
Name of the organization
City of Hope National Medical Center
 
Employer identification number

95-1683875
Part I
General Information on Activities Outside the United States. Complete if the organization answered "Yes" to Form 990, Part IV, line 14b.
1
For grantmakers.Does the organization maintain records to substantiate the amount of its grants and
other assistance, the grantees’ eligibility for the grants or assistance, and the selection criteria used
to award the grants or assistance? ...............................
2
For grantmakers. Describe in Part V the organization’s procedures for monitoring the use of its grants and other assistance outside the United States.
3
Activites per Region. (The following Part I, line 3 table can be duplicated if additional space is needed.)
(a) Region (b) Number of offices in the region (c) Number of employees, agents, and independent contractors in region (d) Activities conducted in region (by type) (e.g., fundraising, program services, investments, grants to recipients located in the region) (e) If activity listed in (d) is a program service, describe specific type of
service(s) in region		 (f) Total expenditures
for and investments
in region
Central America and the Caribbean     Investments   103,655,561
Central America and the Caribbean   5 Program Services Business and Education 9,589
East Asia and the Pacific   12 Program Services Business and Education 35,388
Europe (Including Iceland and Greenland)   29 Program Services Business and Education 100,943
Middle East and North Africa   1 Program Services Business and Education 4,531
North America   15 Program Services Business and Education 23,024
South Asia   2 Program Services Business and Education 3,516
Sub-Saharan Africa   2 Program Services Business and Education 2,892
           
           
           
           
           
           
           
           
           
3a Sub-total .....   55 103,835,444
b Total from continuation sheets to Part I ...      
c Totals (add lines 3a and 3b)   66 103,835,444
For Paperwork Reduction Act Notice, see the Instructions for Form 990.Cat. No. 50082W Schedule F (Form 990) 2013
Schedule F (Form 990) 2013
Page 2
Part II
Grants and Other Assistance to Organizations or Entities Outside the United States. Complete if the organization answered "Yes" to Form 990, Part IV, line 15, for any recipient who received more than $5,000. Part II can be duplicated if additional space is needed.
1 (a) Name of organization (b) IRS code section
and EIN (if applicable)		 (c) Region (d) Purpose of
grant 		(e) Amount of
cash grant 		(f) Manner of
cash
disbursement 		(g) Amount
of non-cash
assistance 		(h) Description
of non-cash
assistance 		(i) Method of
valuation
(book, FMV,
appraisal, other)
             
             
             
             
             
             
             
             
             
             
             
             
             
             
             
             
2 Enter total number of recipient organizations listed above that are recognized as charities by the foreign country, recognized as tax-exempt by the IRS, or for which the grantee or counsel has provided a section 501(c)(3) equivalency letter ....MediumBullet
 
3
Enter total number of other organizations or entities .......................MediumBullet
 
Schedule F (Form 990) 2013
Schedule F (Form 990) 2013Page 3
Part III
Grants and Other Assistance to Individuals Outside the United States. Complete if the organization answered "Yes" to Form 990, Part IV, line 16.
Part III can be duplicated if additional space is needed.
(a) Type of grant or assistance (b) Region (c) Number of recipients (d) Amount of
cash grant 		(e) Manner of cash
disbursement 		(f) Amount of
non-cash
assistance 		(g) Description
of non-cash
assistance 		(h) Method of
valuation
(book, FMV,
appraisal, other)
               
               
               
               
               
               
               
               
               
               
               
               
               
               
               
               
               
               
Schedule F (Form 990) 2013
Schedule F (Form 990) 2013
Page 4
Part IV
Foreign Forms
1 Was the organization a U.S. transferor of property to a foreign corporation during the tax year? If "Yes,"the organization may be required to file Form 926, Return by a U.S. Transferor of Property to a Foreign Corporation (see Instructions for Form 926)......................................
2 Did the organization have an interest in a foreign trust during the tax year? If "Yes," the organization may be required to file Form 3520, Annual Return to Report Transactions with Foreign Trusts and Receipt of Certain Foreign Gifts, and/or Form 3520-A, Annual Information Return of Foreign Trust With a U.S. Owner (see Instructions for Forms 3520 and 3520-A).......................................
3 Did the organization have an ownership interest in a foreign corporation during the tax year? If "Yes," the organization may be required to file Form 5471, Information Return of U.S. Persons with Respect to Certain Foreign Corporations. (see Instructions for Form 5471)..............................
4 Was the organization a direct or indirect shareholder of a passive foreign investment company or a qualified electing fund during the tax year? If “Yes,” the organization may be required to file Form 8621, Information Return by a Shareholder of a Passive Foreign Investment Company or Qualified Electing Fund. (see Instructions for Form 8621)...............................................
5 Did the organization have an ownership interest in a foreign partnership during the tax year? If "Yes," the organization may be required to file Form 8865, Return of U.S. Persons with Respect to Certain Foreign Partnerships. (see Instructions for Form 8865)....................................
6 Did the organization have any operations in or related to any boycotting countries during the tax year? If "Yes," the organization may be required to file Form 5713, International Boycott Report (see Instructions for Form 5713)................................................
Schedule F (Form 990) 2013
Schedule F (Form 990) 2013
Page 5
Part V
Supplemental Information
Provide the information required by Part I, line 2 (monitoring of funds); Part I, line 3, column (f) (accounting method; amounts of investments vs. expenditures per region); Part II, line 1 (accounting method); Part III (accounting method); and Part III, column (c) (estimated number of recipients), as applicable. Also complete this part to provide any additional information (see instructions).
ReturnReference Explanation
FOREIGN INVESTMENTS: SCHEDULE F, PART I, LINE 3 INVESTMENT ACTIVITIES OF THE MEDICAL CENTER INCLUDE INVESTMENTS IN MULTIPLE VEHICLES THAT PROVIDE INVESTMENT INCOME AND RETURNS TO THE INSTITUTION TO FURTHER ITS MISSION AND PROGRAMS. AS SUCH, THERE ARE INVESTMENTS HELD IN OFFSHORE HEDGE FUNDS, MAINLY REGISTERED AS CAYMAN EXEMPTED CORPORATIONS. THESE INVESTMENTS HELP MITIGATE RISK IN THE PORTFOLIO AND REPRESENT APPROXIMATELY 18.3% OF THE MEDICAL CENTER'S OVERALL CASH AND INVESTMENT PORTFOLIO. THE MEDICAL CENTER HAS HOLDINGS THAT INCLUDE EQUITY AND FIXED INCOME CO-MINGLED FUNDS THAT INVEST PRIMARILY IN MARKETABLE EQUITY SECURITIES. THESE FUNDS ARE SUBJECT TO CERTAIN NOTICE REQUIREMENTS, BUT CAN BE LIQUIDATED AT LEAST MONTHLY. ALTERNATIVE INVESTMENTS ALSO INCLUDE HEDGE FUNDS AND LIMITED PARTNERSHIP FUNDS INVESTED IN REAL ESTATE AND NATURAL RESOURCES, MASTER LIMITED PARTNERSHIPS, PRIVATE EQUITY FUNDS AND OFFSHORE FUNDS. ALL OF THESE INVESTMENTS HAVE BEEN INCLUDED IN FORM 990, PART X, LINE 12. BUSINESS AND EDUCATIONAL SYMPOSIA CONSIST OF HEALTH CARE RELATED MEETINGS THAT MEDICAL CENTER PHYSICIANS AND STAFF ATTEND FOR PURPOSES OF CONTINUING MEDICAL EDUCATION, ADVANCING TREATMENT THOUGHTS AND CURES, ENHANCING KNOWLEDGE AND PRESENTING RESEARCH, THOUGHTS AND IDEAS. THE HEALTH CARE FIELD IS INTERNATIONAL IN SCOPE, AND THE MEDICAL CENTER ENJOYS INTERNATIONAL RECOGNITION. ACCORDINGLY, THESE SYMPOSIA ARE CONDUCTED GLOBALLY, INCLUDING THE VARIOUS REGIONS IDENTIFIED IN SCHEDULE F. THE MEDICAL CENTER SUPPORTS ATTENDANCE OF OUR MEDICAL STAFF AT THESE SYMPOSIA. EMPLOYEE TRAVELERS MAY TAKE MULTIPLE TRIPS TO THE SAME REGION OR TO MULTIPLE REGIONS DURING A FISCAL YEAR. IN THE CASE WHERE THE SAME EMPLOYEE TRAVELER TOOK MORE THAN ONE TRIP TO THE SAME REGION, THEY ARE ONLY COUNTED ONE TIME IN THAT REGION. IF THE SAME EMPLOYEE TRAVELER TRAVELS TO MORE THAN ONE REGION, THAT INDIVIDUAL IS COUNTED ONLY ONCE IN EACH REGION VISITED. THE TOTAL TRAVELERS ON LINE 3A, HOWEVER, ONLY COUNTS THE SAME TRAVELER ONCE IN THE GRAND TOTAL. AS A RESULT THE TOTAL TRAVELERS PER REGION WILL NOT ADD UP TO THE TOTAL ON LINE 3A. THERE WERE 11 INSTANCES WHERE THE SAME TRAVELER WAS TRAVELING TO MULTIPLE REGIONS DURING THE FISCAL YEAR ENDING SEPTEMBER 30, 2014. SCHEDULE F, PART I, LINE 3, COLUMN F THE EXPENDITURES IN COLUMN F ARE DETERMINED USING THE ACCRUAL METHOD OF ACCOUNTING.
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
Schedule F (Form 990) 2013
Additional Data


Software ID:  
Software Version:  



SCHEDULE H (Form 990)
Department of the Treasury
Internal Revenue Service
Hospitals
MediumBullet Complete if the organization answered "Yes" to Form 990, Part IV, question 20.
MediumBullet Attach to Form 990. MediumBullet See separate instructions.
MediumBullet Information about Schedule H (Form 990) and its instructions is at www.irs.gov/form990.
OMB No. 1545-0047
2013
Open to Public Inspection
Name of the organization
City of Hope National Medical Center
 
Employer identification number

95-1683875
Part I
Financial Assistance and Certain Other Community Benefits at Cost
Yes
No
1a
Did the organization have a financial assistance policy during the tax year? If "No," skip to question 6a ...
1a
Yes
 
b
If "Yes," was it a written policy? .......................
1b
Yes
 
2
If the organization had multiple hospital facilities, indicate which of the following best describes application of the financial assistance policy to its various hospital facilities during the tax year.
3
Answer the following based on the financial assistance eligibility criteria that applied to the largest number of the organization's patients during the tax year.
a
Did the organization use Federal Poverty Guidelines (FPG) as a factor in determining eligibility for providing free care?
If "Yes," indicate which of the following was the FPG family income limit for eligibility for free care:
3a
Yes
 
b
Did the organization use FPG as a factor in determining eligibility for providing discounted care? If "Yes," indicate
which of the following was the family income limit for eligibility for discounted care: .........
3b
 
No
%
c
If the organization used factors other than FPG in determining eligibility, describe in Part VI the income based criteria for determining eligibility for free or discounted care. Include in the description whether the organization used an asset test or other threshold, regardless of income, as a factor in determining eligibility for free or discounted care.
4
Did the organization's financial assistance policy that applied to the largest number of its patients during the tax year provide for free or discounted care to the "medically indigent"? ..............

4

Yes

 
5a
Did the organization budget amounts for free or discounted care provided under its financial assistance policy during the tax year? ............................

5a

Yes

 
b
If "Yes," did the organization's financial assistance expenses exceed the budgeted amount? ......
5b
Yes
 
c
If "Yes" to line 5b, as a result of budget considerations, was the organization unable to provide free or discountedcare to a patient who was eligibile for free or discounted care? ..............
5c
 
No
6a
Did the organization prepare a community benefit report during the tax year? ..........
6a
Yes
 
b
If "Yes," did the organization make it available to the public? ..............
6b
Yes
 
Complete the following table using the worksheets provided in the Schedule H instructions. Do not submit these worksheets with the Schedule H.
7
Financial Assistance and Certain Other Community Benefits at Cost
Financial Assistance and
Means-Tested
Government Programs
 (a) Number of activities or programs (optional) (b) Persons served (optional) (c) Total community benefit expense (d) Direct offsetting revenue (e) Net community benefit expense (f) Percent of total expense
a Financial Assistance at cost
(from Worksheet 1) .. 		    5,812,129   5,812,129 0.800 %
b Medicaid (from Worksheet 3,
column a) .... 		    130,602,707 99,721,771 30,880,936 4.270 %
c Costs of other means-tested
government programs (from
Worksheet 3, column b) . 		           
d Total Financial Assistance
and Means-Tested
Government Programs . 		    136,414,836 99,721,771 36,693,065 5.070 %
Other Benefits
     168,657   168,657 0.020 %
e Community health
improvement services and
community benefit operations
(from Worksheet 4) ..
f Health professions education
(from Worksheet 5) .. 		    1,917,268 294,462 1,622,806 0.220 %
g Subsidized health services
(from Worksheet 6) .. 		           
h Research (from Worksheet 7)     75,227,721 14,147,201 61,080,520 8.450 %
i Cash and in-kind
contributions for community
benefit (from Worksheet 8) 		    2,500   2,500  
j Total. Other Benefits ..     77,316,146 14,441,663 62,874,483 8.690 %
k Total. Add lines 7d and 7j .     213,730,982 114,163,434 99,567,548 13.760 %
For Paperwork Reduction Act Notice, see the Instructions for Form 990. Cat. No. 50192T Schedule H (Form 990) 2013
Schedule H (Form 990) 2013
Page
Part II
Community Building Activities Complete this table if the organization conducted any community building activities during the tax year, and describe in Part VI how its community building activities promoted the health of the communities it serves.
(a) Number of activities or programs (optional) (b) Persons served (optional) (c) Total community building expense (d) Direct offsetting
revenue 		(e) Net community building expense (f) Percent of total expense
1 Physical improvements and housing            
2 Economic development            
3 Community support            
4 Environmental improvements            
5 Leadership development and training for community members            
6 Coalition building            
7 Community health improvement advocacy            
8 Workforce development     100,081   100,081 0.010 %
9 Other            
10 Total     100,081   100,081 0.010 %
Part III
Bad Debt, Medicare, & Collection Practices
Section A. Bad Debt Expense
Yes
No
1
Did the organization report bad debt expense in accordance with Heathcare Financial Management Association Statement No. 15? ..........................
1
Yes
 
2
Enter the amount of the organization's bad debt expense. Explain in Part VI the methodology used by the organization to estimate this amount. ......
2
5,453,598
3
Enter the estimated amount of the organization's bad debt expense attributable to patients eligible under the organization's financial assistance policy. Explain in Part VI the methodology used by the organization to estimate this amount and the rationale, if any, for including this portion of bad debt as community benefit. ......
3
 
4
Provide in Part VI the text of the footnote to the organization’s financial statements that describes bad debt expense or the page number on which this footnote is contained in the attached financial statements.
Section B. Medicare
5
Enter total revenue received from Medicare (including DSH and IME).....
5
133,204,502
6
Enter Medicare allowable costs of care relating to payments on line 5.....
6
164,373,468
7
Subtract line 6 from line 5. This is the surplus (or shortfall)........
7
-31,168,966
8
Describe in Part VI the extent to which any shortfall reported in line 7 should be treated as community benefit.Also describe in Part VI the costing methodology or source used to determine the amount reported on line 6.Check the box that describes the method used:
Section C. Collection Practices
9a
Did the organization have a written debt collection policy during the tax year? ..........
9a
Yes
 
b
If "Yes," did the organization’s collection policy that applied to the largest number of its patients during the tax year contain provisions on the collection practices to be followed for patients who are known to qualify for financial assistance? Describe in Part VI.......................

9b

Yes

 
Part IV
Management Companies and Joint Ventures(owned 10% or more by officers, directors, trustees, key employees, and physicians—see instructions)
(a) Name of entity (b) Description of primary
activity of entity 		(c) Organization's
profit % or stock
ownership % 		(d) Officers, directors,
trustees, or key
employees' profit %
or stock ownership % 		(e) Physicians'
profit % or stock
ownership %
1
2
3
4
5
6
7
8
9
10
11
12
13
Schedule H (Form 990) 2013
Schedule H (Form 990) 2013
Page
Part VFacility Information
Section A. Hospital Facilities
(list in order of size from largest to smallest—see instructions)
How many hospital facilities did the organization operate during the tax year?1
Name, address, primary website address, and state license number 		Licensed Hospital General-Medical-Surgical Children's Hospital Teaching Hospital Critical Hospital ResearchGrp Facility ER-24Hours ER-Other Other (Describe) Facility reporting group
1 CITY OF HOPE NATIONAL MEDICAL CENTER
1500 EAST DUARTE ROAD
DUARTE,CA91010
WWW.CITYOFHOPE.ORG
930000033 		X X       X     SHORT-TERM SPECIALTY HOSPITAL  
Schedule H (Form 990) 2013
Schedule H (Form 990) 2013
Page
Part VFacility Information (continued)

Section B. Facility Policies and Practices

(Complete a separate Section B for each of the hospital facilities or facility reporting groups listed in Part V, Section A)
CITY OF HOPE NATIONAL MEDICAL CENTER
Name of hospital facility or facility reporting group  
If reporting on Part V, Section B for a single hospital facility only: line number of
hospital facility (from Schedule H, Part V, Section A) 		1
Yes No
Community Health Needs Assessment (Lines 1 through 8c are optional for tax years begining on or before March 23, 2012)
1 During the tax year or either of the two immediately preceding tax years, did the hospital facility conduct a community health needs assessment (CHNA)? If "No," skip to line 9.................... 1 Yes  
If "Yes," indicate what the CHNA report describes (check all that apply):
a
b
c
d
e
f
g
h
i
j
2 Indicate the tax year the hospital facility last conducted a CHNA: 20 12
3 In conducting its most recent CHNA, did the hospital facility take into account input from persons who represent the broad interests of the community served by the hospital facility, including those with special knowledge of or expertise in public health? If "Yes," describe in Part VI how the hospital facility took into account input from persons who represent the community, and identify the persons the hospital facility consulted .................... 3 Yes  
4 Was the hospital facility’s CHNA conducted with one or more other hospital facilities? If "Yes," list the other hospital facilities in Part VI................................ 4   No
5 Did the hospital facility make its CHNA report widely available to the public? ............. 5 Yes  
If "Yes," indicate how the CHNA report was made widely available (check all that apply):
a
b
c
d
6 If the hospital facility addressed needs identified in its most recently conducted CHNA, indicate how (check all that apply as of the end of the tax year):
a
b
c
d
e
f
g
h
i
7 Did the hospital facility address all of the needs identified in its most recently conducted CHNA? If "No," explain in Part VI which needs it has not addressed and the reasons why it has not addressed such needs ........ 7   No
8a Did the organization incur an excise tax under section 4959 for the hospital facility's failure to conduct a CHNA as required by section 501(r)(3)? ........................... 8a   No
b If "Yes" to line 8a, did the organization file Form 4720 to report the section 4959 excise tax? ...... 8b    
c If "Yes" to line 8b, what is the total amount of section 4959 excise tax the organization reported on Form 4720 for all of its hospital facilities? $  

Schedule H (Form 990) 2013
Schedule H (Form 990) 2013
Page
Part VFacility Information (continued)

Financial Assistance Policy Yes No
9 Did the hospital facility have in place during the tax year a written financial assistance policy that:
Explained eligibility criteria for financial assistance, and whether such assistance includes free or discounted care? 9 Yes  
10 Used federal poverty guidelines (FPG) to determine eligibility for providing free care?........... 10 Yes  
If "Yes," indicate the FPG family income limit for eligibility for free care: 400.%
If "No," explain in Part VI the criteria the hospital facility used.
11 Used FPG to determine eligibility for providing discounted care?................. 11 Yes  
If "Yes," indicate the FPG family income limit for eligibility for discounted care: 400.%
If "No," explain in Part VI the criteria the hospital facility used.
12 Explained the basis for calculating amounts charged to patients?................. 12 Yes  
If "Yes," indicate the factors used in determining such amounts (check all that apply):
a
b
c
d
e
f
g
h
i
13 Explained the method for applying for financial assistance?................... 13 Yes  
14 Included measures to publicize the policy within the community served by the hospital facility?....... 14 Yes  
If "Yes," indicate how the hospital facility publicized the policy (check all that apply):
a
b
c
d
e
f
g
Billing and Collections
15 Did the hospital facility have in place during the tax year a separate billing and collections policy, or a written financial assistance policy (FAP) that explained actions the hospital facility may take upon non-payment?....... 15 Yes  
16 Check all of the following actions against an individual that were permitted under the hospital facility's policies during the tax year before making reasonable efforts to determine the individual’s eligibility under the facility’s FAP:
a
b
c
d
e
17 Did the hospital facility or an authorized third party perform any of the following actions during the tax year before making reasonable efforts to determine the individual’s eligibility under the facility’s FAP?.......... 17   No
If "Yes," check all actions in which the hospital facility or a third party engaged:
a
b
c
d
e
Schedule H (Form 990) 2013
Schedule H (Form 990) 2013
Page
Part VFacility Information (continued)

18 Indicate which efforts the hospital facility made before initiating any of the actions listed in line 17 (check all that apply):
a
b
c
d
e
Policy Relating to Emergency Medical Care
Yes No
19 Did the hospital facility have in place during the tax year a written policy relating to emergency medical care that requires the hospital facility to provide, without discrimination, care for emergency medical conditions to individuals regardless of their eligibility under the hospital facility’s financial assistance policy?.......... 19   No
If "No," indicate why:
a
b
c
d
Charges to Individuals Eligible for Assistance under the FAP (FAP-Eligible Individuals)
20 Indicate how the hospital facility determined, during the tax year, the maximum amounts that can be charged to FAP-eligible individuals for emergency or other medically necessary care.
a
b
c
d
21 During the tax year, did the hospital facility charge any FAP-eligible individual to whom the hospital facility provided emergency or other medically necessary services more than the amounts generally billed to individuals who had insurance covering such care? ............................ 21   No
If "Yes," explain in Part VI.
22 During the tax year, did the hospital facility charge any FAP-eligible individual an amount equal to the gross charge for any service provided to that individual? ......................... 22   No
If "Yes," explain in Part VI.
Schedule H (Form 990) 2013
Schedule H (Form 990) 2013
Page
Part V
Facility Information (continued)
Section C. Supplemental Information for Part V, Section B.Provide descriptions required for Part V, Section B, lines 1j, 3, 4, 5d, 6i, 7, 10, 11, 12i, 14g, 16e, 17e, 18e, 19c, 19d, 20d, 21, and 22. If applicable, provide separate descriptions for each facility in a facility reporting group, designated by "Facility A," "Facility B," etc.
Form and Line Reference Explanation
NEEDS ASSESSMENT: SCHEDULE H, PART V, SECTION B, LINE 3 TO GUIDE COMMUNITY BENEFIT PLANNING, CITY OF HOPE CONDUCTED A COMMUNITY HEALTH NEEDS ASSESSMENT (CHNA) DURING FISCAL YEAR 2013. AS A SPECIALTY HOSPITAL WITH A PRIMARY FOCUS ON CANCER, CITY OF HOPE PLACED EMPHASIS ON THE NEEDS OF INDIVIDUALS AFFECTED BY CANCER IN DEFINING ITS COMMUNITY FOR PURPOSES OF THE CHNA. THE CHNA INCLUDED DEVELOPMENT OF A DEMOGRAPHIC AND HEALTH STATUS PROFILE OF THE COMMUNITY AND CONSULTATIONS WITH COMMUNITY REPRESENTATIVES REGARDING HEALTH NEEDS. PRIMARY DATA WAS COLLECTED THROUGH INTERVIEWS WITH KEY INDIVIDUALS WHO WERE KNOWLEDGEABLE ABOUT CANCER-RELATED NEEDS IN THE COMMUNITY. TWO HEALTH EDUCATORS IN THE DEPARTMENT OF SUPPORTIVE CARE MEDICINE IDENTIFIED PARTICIPANTS FOR THE COMMUNITY CONSULTATION. IN DEVELOPING A LIST OF PARTICIPANTS, A SIGNIFICANT EFFORT WAS MADE TO INCLUDE A CROSS-SECTION OF ORGANIZATIONS THAT ADDRESS VARIOUS CANCER-RELATED NEEDS OF PATIENTS, FAMILIES AND THE COMMUNITY. PARTICULAR EMPHASIS WAS PLACED ON IDENTIFYING ORGANIZATIONS THAT COULD REPRESENT THE NEEDS OF THE MEDICALLY UNDERSERVED, LOW-INCOME AND/OR MINORITY POPULATIONS. THE LIST INCLUDED LOCAL HEALTH DEPARTMENTS, ADVOCACY GROUPS, CANCER-RELATED ORGANIZATIONS, COMMUNITY HOSPITALS, MENTAL HEALTH AGENCIES, CULTURALLY FOCUSED ORGANIZATIONS, SCHOOLS, LIBRARIES, LOCAL GOVERNMENTS, RELIGIOUS ORGANIZATIONS AND OTHER COMMUNITY-BASED AGENCIES. A WRITTEN INTERVIEW TOOL AND COVER LETTER WERE MAILED TO EIGHTY ORGANIZATIONS IN FEBRUARY 2013. TO FURTHER OUR COLLABORATION WITH PUBLIC HEALTH AGENCIES IN IDENTIFYING AND ADDRESSING COMMUNITY HEALTH NEEDS, REPRESENTATIVES FROM LOS ANGELES COUNTY AND PASADENA HEALTH DEPARTMENTS WERE INCLUDED IN THE SIXTY-TWO INTERVIEWS CONDUCTED BETWEEN FEBRUARY AND APRIL 2013. INTERVIEWS WERE COMPLETED WITH MATTHEW FEASTER, EPIDEMIOLOGIST FROM THE CITY OF PASADENA HEALTH DEPARTMENT, AND ELIZABETH STILLWELL, RN, OFFICE OF WOMEN'S HEALTH, FROM THE LOS ANGELES COUNTY DEPARTMENT OF HEALTH SERVICES. THE SIXTY-TWO COMPLETED INTERVIEWS INCLUDED REPRESENTATIVES FROM ORGANIZATIONS WHO WERE KNOWLEDGEABLE ABOUT THE NEEDS OF THE MEDICALLY UNDERSERVED, LOW-INCOME AND/OR MINORITY POPULATIONS. THE FOLLOWING ORGANIZATIONS PARTICIPATED IN THE 2013 COMMUNITY HEALTH NEEDS ASSESSMENT: * AMERICAN CANCER SOCIETY * AMERICAN DIABETES ASSOCIATION * ASIAN PACIFIC HEALTHCARE VENTURE * AZUSA HEALTH CENTER * AZUSA PACIFIC UNIVERSITY - SCHOOL OF NURSING * BUDDHIST TZU-CHI FOUNDATION * CALIFORNIA CANCER COLLABORATIVE INITIATIVE * CALIFORNIA CENTER FOR PUBLIC ADVOCACY * CALIFORNIA HEALTH & LONGEVITY INSTITUTE * CALIFORNIA STATE UNIVERSITY, FULLERTON - HEALTH PROMOTION RESEARCH INSTITUTE * CANCER SUPPORT COMMUNITY * CENTER FOR HEALTH CARE RIGHTS * CLAREMONT GRADUATE UNIVERSITY - WINCART CENTER * CITRUS VALLEY HEALTH PARTNERS * CITY OF DUARTE - PARKS AND RECREATION * CITY OF HOPE CASE MANAGEMENT - CENTER OF COMMUNITY ALLIANCE FOR RESEARCH & EDUCATION (CCARE) - CLINICAL SOCIAL WORK - COMMUNICATIONS - LESLIE & SUSAN GONDA (GOLDSCHMIED) DIABETES AND GENETIC RESEARCH CENTER - NEW PATIENT SERVICES - PATIENT SPECIAL SERVICES - PHYSICAL THERAPY - POPULATION SCIENCES - SUPPORTIVE CARE MEDICINE * CITY OF PASADENA - PUBLIC HEALTH DEPARTMENT * CITY OF POMONA - RECREATION PROGRAMS AND SERVICES: POMONA YOUTH AND FAMILY CENTER * DUARTE CITY COUNCIL * DUARTE UNIFIED SCHOOL DISTRICT * GLENDALE MEMORIAL HOSPITAL * GREATER EL MONTE COMMUNITY HOSPITAL * HERALD CANCER ASSOCIATION * HUNTINGTON MEMORIAL HOSPITAL * KAISER PERMANENTE BALDWIN PARK MEDICAL CENTER * KOMMAH SERAY INFLAMMATORY BREAST CANCER FOUNDATION * LOS ANGELES COUNTY PUBLIC HEALTH DEPARTMENT * LATINO HEALTH ACCESS * LEUKEMIA & LYMPHOMA SOCIETY * LITTLE TOKYO SERVICE CENTER * LOS ANGELES COUNTY PUBLIC LIBRARY * METHODIST HOSPITAL - THE CANCER RESOURCE CENTER * OUR SAVIOR CENTER * PADRES CONTRA EL CANCER * OFFICE OF CALIFORNIA STATE SENATOR,SENATE DISTRICT 24 * PALS FOR HEALTH * PASADENA PUBLIC HEALTH DEPARTMENT * POMONA HEALTH CENTER * PRESBYTERIAN INTERCOMMUNITY HOSPITAL - THE HOSPICE HOUSE * PROVIDENCE CENTER FOR COMMUNITY HEALTH IMPROVEMENT * PROVIDENCE ST. JOSEPH MEDICAL CENTER * SAN GABRIEL MISSION * ST. ANTHONY PARISH * ST. LUKE'S CATHOLIC CHURCH * ST. VINCENT MEDICAL CENTER - MULTICULTURAL HEALTH AWARENESS AND PREVENTION CENTER * THE G.R.E.E.N. FOUNDATION * TRAINING (WINCART) CENTER * UNITED CAMBODIAN COMMUNITY * UNIVERSITY OF SOUTHERN CALIFORNIA - COMMUNICATIONS - NORRIS COMPREHENSIVE CANCER CENTER - SCHOOL OF PHARMACY * WOMEN HELPING WOMEN SERVICES - NATIONAL COUNCIL OF JEWISH WOMEN * YOUNG WOMEN CHRISTIAN ASSOCIATION - SAN GABRIEL VALLEY SCHEDULE H, PART V, LINE 5A THE CHNA REPORT IS AVAILABLE TO THE PUBLIC THROUGH THE FOLLOWING WEBSITE: http://www.cityofhope.org/document/2013-community-health-needs-assessment- report SCHEDULE H, PART V, LINE 6,A-H, LINE 7 CITY OF HOPE ADDRESSED ALL SIGNIFICANT COMMUNITY HEALTH NEEDS IDENTIFIED IN THE 2010 CHNA. THE MOST RECENT CHNA WAS COMPLETED IN 2013 AND THE DATA-GATHERING PROCESS ENABLED CITY OF HOPE TO IDENTIFY FIVE AREAS OF COMMUNITY CONCERN RELATING TO CANCER AND DIABETES. MEMBERS OF THE LOCAL COMMUNITY WERE SUBSEQUENTLY ASKED TO RANK THESE FIVE AREAS BY TAKING INTO ACCOUNT THE SIZE AND SERIOUSNESS OF THE ISSUE, ECONOMIC FEASIBILITY, POTENTIAL FOR IMPACT, AND AVAILABILITY TO THE COMMUNITY. CITY OF HOPE'S 2014-2017 IMPLEMENTATION STRATEGY INCLUDES ALL FIVE AREAS OF COMMUNITY CONCERN IDENTIFIED THROUGH THE 2013 CHNA. THE NEEDS WILL BE ADDRESSED AS CITY OF HOPE MOVES FORWARD WITH THE IMPLEMENTATION STRATEGY WHICH WAS ADOPTED BY THE ORGANIZATION AND POSTED TO THE CITY OF HOPE INTERNET SITE BY FEBRUARY 15, 2014. THE FIVE FOCUS AREAS WERE RANKED BY COMMUNITY MEMBERS AS FOLLOWS: 1. RESEARCH ALLIANCES (RA) 2. CANCER PREVENTION AND EARLY DETECTION, SPECIFICALLY AS THEY RELATE TO LUNG, COLORECTAL, PROSTATE AND WOMEN'S CANCERS (CP) 3. HEALTHY LIVING SPECIFICALLY RELATED TO HOW NUTRITION AND PHYSICAL ACTIVITY IMPACT CANCER AND DIABETES (HL) 4. CULTURALLY RELEVANT COMMUNITY PARTNERSHIPS AND EDUCATION (CRCP) 5. SMOKING CESSATION AND ITS IMPACT ON LUNG CANCER (SC) WITHIN THESE FOCUS AREAS, THE COMMUNITY STAKEHOLDERS IDENTIFIED SPECIFIC ISSUES AS IMPORTANT TO PURSUE OVER THE NEXT THREE YEARS. THESE INCLUDE: *REDUCTION OF OBESITY (HL) *INCREASE IN PHYSICAL ACTIVITY (HL) *CULTURALLY COMPETENT AND CULTURALLY SPECIFIC HEALTH EDUCATION (CRCP/HL) *CULTURALLY SENSITIVE SUPPORT (CRCP) *ASSISTANCE IN NAVIGATING HEALTH CARE SYSTEM (CRCP) *CANCER ADVOCACY TRAINING (CRCP) *INCREASE IN COMMUNITY PARTNERSHIPS (CRCP) *BARRIERS THAT PREVENT VULNERABLE POPULATIONS FROM ACCESSING SERVICES, INCLUDING POVERTY, LACK OF TRANSPORTATION AND CULTURAL/LINGUISTIC ISSUES (CRCP) IT IS IMPORTANT TO NOTE THAT WE FOUND COMMON LINKAGES BETWEEN THE ADDITIONAL ISSUES IDENTIFIED IN THE SECONDARY DATA COLLECTION. IN ORDER TO ADD MORE FOCUS AND COMMITMENT TO ADDRESSING THE NEEDS OF THE LOCAL COMMUNITY, ALL COMMUNITY BENEFIT PROGRAMS AT CITY OF HOPE MUST BE ASSOCIATED WITH ONE OF THE FIVE CORE PRINCIPALS DISCUSSED EARLIER. BECAUSE THE FOCUS AREAS IDENTIFIED BY COMMUNITY STAKEHOLDERS ARE INTERRELATED, MANY EXISTING CITY OF HOPE PROGRAMS TOUCH ON MORE THAN ONE CORE PRINCIPLE AND MEET MORE THAN ONE STRATEGIC PRIORITY. WE BELIEVE THIS IS A SIGN OF A ROBUST PROGRAM THAT IS LIKELY TO MEET A LARGE NUMBER OF NEEDS. WE ARE ACTIVELY SEEKING TO ENHANCE EXISTING PROGRAMS TO INCLUDE ADDITIONAL PRINCIPLES AND PRIORITIES. DETAILS ARE INCLUDED UNDER EACH PROGRAM ON THE PAGES THAT FOLLOW. THE IMPLEMENTATION STRATEGY IS AVAILABLE THROUGH THE FOLLOWING WEBSITE: "http://www.cityofhope.org/document/2024-coh-implementation-strategy-2-14- 14" SCHEDULE H, PART V, LINE 20D THE MAXIMUM AMOUNT THAT IS CHARGED TO FAP ELIGIBLE INDIVIDUALS ARE THE AMOUNTS GENERALLY BILLED TO INDIVIDUALS WHO HAVE INSURANCE COVERING SUCH CARE.
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
Schedule H (Form 990) 2013
Schedule H (Form 990) 2013
Page
Part VFacility Information (continued)

Section D. Other Health Care Facilities That Are Not Licensed, Registered, or Similarly Recognized as a Hospital Facility
(list in order of size, from largest to smallest)
How many non-hospital health care facilities did the organization operate during the tax year?  
Name and address Type of Facility (describe)
1
2
3
4
5
6
7
8
9
10
Schedule H (Form 990) 2013
Schedule H (Form 990) 2013
Page
Part VI
Supplemental Information
Provide the following information.
1 Required descriptions. Provide the descriptions required for Part I, lines 3c, 6a, and 7; Part II and Part III, lines 2, 3, 4, 8 and 9b.
2 Needs assessment. Describe how the organization assesses the health care needs of the communities it serves, in addition to any CHNAs reported in Part V, Section B.
3 Patient education of eligibility for assistance. Describe how the organization informs and educates patients and persons who may be billed for patient care about their eligibility for assistance under federal, state, or local government programs or under the organization’s financial assistance policy.
4 Community information. Describe the community the organization serves, taking into account the geographic area and demographic constituents it serves.
5 Promotion of community health. Provide any other information important to describing how the organization’s hospital facilities or other health care facilities further its exempt purpose by promoting the health of the community (e.g., open medical staff, community board, use of surplus funds, etc.).
6 Affiliated health care system. If the organization is part of an affiliated health care system, describe the respective roles of the organization and its affiliates in promoting the health of the communities served.
7 State filing of community benefit report. If applicable, identify all states with which the organization, or a related organization, files a community benefit report.
Form and Line Reference Explanation
NEEDS ASSESSMENT: SCHEDULE H, PART V, SECTION B, LINE 3 TO GUIDE COMMUNITY BENEFIT PLANNING, CITY OF HOPE CONDUCTED A COMMUNITY HEALTH NEEDS ASSESSMENT (CHNA) DURING FISCAL YEAR 2013. AS A SPECIALTY HOSPITAL WITH A PRIMARY FOCUS ON CANCER, CITY OF HOPE PLACED EMPHASIS ON THE NEEDS OF INDIVIDUALS AFFECTED BY CANCER IN DEFINING ITS COMMUNITY FOR PURPOSES OF THE CHNA. THE CHNA INCLUDED DEVELOPMENT OF A DEMOGRAPHIC AND HEALTH STATUS PROFILE OF THE COMMUNITY AND CONSULTATIONS WITH COMMUNITY REPRESENTATIVES REGARDING HEALTH NEEDS. PRIMARY DATA WAS COLLECTED THROUGH INTERVIEWS WITH KEY INDIVIDUALS WHO WERE KNOWLEDGEABLE ABOUT CANCER-RELATED NEEDS IN THE COMMUNITY. TWO HEALTH EDUCATORS IN THE DEPARTMENT OF SUPPORTIVE CARE MEDICINE IDENTIFIED PARTICIPANTS FOR THE COMMUNITY CONSULTATION. IN DEVELOPING A LIST OF PARTICIPANTS, A SIGNIFICANT EFFORT WAS MADE TO INCLUDE A CROSS-SECTION OF ORGANIZATIONS THAT ADDRESS VARIOUS CANCER-RELATED NEEDS OF PATIENTS, FAMILIES AND THE COMMUNITY. PARTICULAR EMPHASIS WAS PLACED ON IDENTIFYING ORGANIZATIONS THAT COULD REPRESENT THE NEEDS OF THE MEDICALLY UNDERSERVED, LOW-INCOME AND/OR MINORITY POPULATIONS. THE LIST INCLUDED LOCAL HEALTH DEPARTMENTS, ADVOCACY GROUPS, CANCER-RELATED ORGANIZATIONS, COMMUNITY HOSPITALS, MENTAL HEALTH AGENCIES, CULTURALLY FOCUSED ORGANIZATIONS, SCHOOLS, LIBRARIES, LOCAL GOVERNMENTS, RELIGIOUS ORGANIZATIONS AND OTHER COMMUNITY-BASED AGENCIES. A WRITTEN INTERVIEW TOOL AND COVER LETTER WERE MAILED TO EIGHTY ORGANIZATIONS IN FEBRUARY 2013. TO FURTHER OUR COLLABORATION WITH PUBLIC HEALTH AGENCIES IN IDENTIFYING AND ADDRESSING COMMUNITY HEALTH NEEDS, REPRESENTATIVES FROM LOS ANGELES COUNTY AND PASADENA HEALTH DEPARTMENTS WERE INCLUDED IN THE SIXTY-TWO INTERVIEWS CONDUCTED BETWEEN FEBRUARY AND APRIL 2013. INTERVIEWS WERE COMPLETED WITH MATTHEW FEASTER, EPIDEMIOLOGIST FROM THE CITY OF PASADENA HEALTH DEPARTMENT, AND ELIZABETH STILLWELL, RN, OFFICE OF WOMEN'S HEALTH, FROM THE LOS ANGELES COUNTY DEPARTMENT OF HEALTH SERVICES. THE SIXTY-TWO COMPLETED INTERVIEWS INCLUDED REPRESENTATIVES FROM ORGANIZATIONS WHO WERE KNOWLEDGEABLE ABOUT THE NEEDS OF THE MEDICALLY UNDERSERVED, LOW-INCOME AND/OR MINORITY POPULATIONS. THE FOLLOWING ORGANIZATIONS PARTICIPATED IN THE 2013 COMMUNITY HEALTH NEEDS ASSESSMENT: * AMERICAN CANCER SOCIETY * AMERICAN DIABETES ASSOCIATION * ASIAN PACIFIC HEALTHCARE VENTURE * AZUSA HEALTH CENTER * AZUSA PACIFIC UNIVERSITY - SCHOOL OF NURSING * BUDDHIST TZU-CHI FOUNDATION * CALIFORNIA CANCER COLLABORATIVE INITIATIVE * CALIFORNIA CENTER FOR PUBLIC ADVOCACY * CALIFORNIA HEALTH & LONGEVITY INSTITUTE * CALIFORNIA STATE UNIVERSITY, FULLERTON - HEALTH PROMOTION RESEARCH INSTITUTE * CANCER SUPPORT COMMUNITY * CENTER FOR HEALTH CARE RIGHTS * CLAREMONT GRADUATE UNIVERSITY - WINCART CENTER * CITRUS VALLEY HEALTH PARTNERS * CITY OF DUARTE - PARKS AND RECREATION * CITY OF HOPE CASE MANAGEMENT - CENTER OF COMMUNITY ALLIANCE FOR RESEARCH & EDUCATION (CCARE) - CLINICAL SOCIAL WORK - COMMUNICATIONS - LESLIE & SUSAN GONDA (GOLDSCHMIED) DIABETES AND GENETIC RESEARCH CENTER - NEW PATIENT SERVICES - PATIENT SPECIAL SERVICES - PHYSICAL THERAPY - POPULATION SCIENCES - SUPPORTIVE CARE MEDICINE * CITY OF PASADENA - PUBLIC HEALTH DEPARTMENT * CITY OF POMONA - RECREATION PROGRAMS AND SERVICES: POMONA YOUTH AND FAMILY CENTER * DUARTE CITY COUNCIL * DUARTE UNIFIED SCHOOL DISTRICT * GLENDALE MEMORIAL HOSPITAL * GREATER EL MONTE COMMUNITY HOSPITAL * HERALD CANCER ASSOCIATION * HUNTINGTON MEMORIAL HOSPITAL * KAISER PERMANENTE BALDWIN PARK MEDICAL CENTER * KOMMAH SERAY INFLAMMATORY BREAST CANCER FOUNDATION * LOS ANGELES COUNTY PUBLIC HEALTH DEPARTMENT * LATINO HEALTH ACCESS * LEUKEMIA & LYMPHOMA SOCIETY * LITTLE TOKYO SERVICE CENTER * LOS ANGELES COUNTY PUBLIC LIBRARY * METHODIST HOSPITAL - THE CANCER RESOURCE CENTER * OUR SAVIOR CENTER * PADRES CONTRA EL CANCER * OFFICE OF CALIFORNIA STATE SENATOR,SENATE DISTRICT 24 * PALS FOR HEALTH * PASADENA PUBLIC HEALTH DEPARTMENT * POMONA HEALTH CENTER * PRESBYTERIAN INTERCOMMUNITY HOSPITAL - THE HOSPICE HOUSE * PROVIDENCE CENTER FOR COMMUNITY HEALTH IMPROVEMENT * PROVIDENCE ST. JOSEPH MEDICAL CENTER * SAN GABRIEL MISSION * ST. ANTHONY PARISH * ST. LUKE'S CATHOLIC CHURCH * ST. VINCENT MEDICAL CENTER - MULTICULTURAL HEALTH AWARENESS AND PREVENTION CENTER * THE G.R.E.E.N. FOUNDATION * TRAINING (WINCART) CENTER * UNITED CAMBODIAN COMMUNITY * UNIVERSITY OF SOUTHERN CALIFORNIA - COMMUNICATIONS - NORRIS COMPREHENSIVE CANCER CENTER - SCHOOL OF PHARMACY * WOMEN HELPING WOMEN SERVICES - NATIONAL COUNCIL OF JEWISH WOMEN * YOUNG WOMEN CHRISTIAN ASSOCIATION - SAN GABRIEL VALLEY SCHEDULE H, PART V, LINE 5A THE CHNA REPORT IS AVAILABLE TO THE PUBLIC THROUGH THE FOLLOWING WEBSITE: http://www.cityofhope.org/document/2013-community-health-needs-assessment- report SCHEDULE H, PART V, LINE 6,A-H, LINE 7 CITY OF HOPE ADDRESSED ALL SIGNIFICANT COMMUNITY HEALTH NEEDS IDENTIFIED IN THE 2010 CHNA. THE MOST RECENT CHNA WAS COMPLETED IN 2013 AND THE DATA-GATHERING PROCESS ENABLED CITY OF HOPE TO IDENTIFY FIVE AREAS OF COMMUNITY CONCERN RELATING TO CANCER AND DIABETES. MEMBERS OF THE LOCAL COMMUNITY WERE SUBSEQUENTLY ASKED TO RANK THESE FIVE AREAS BY TAKING INTO ACCOUNT THE SIZE AND SERIOUSNESS OF THE ISSUE, ECONOMIC FEASIBILITY, POTENTIAL FOR IMPACT, AND AVAILABILITY TO THE COMMUNITY. CITY OF HOPE'S 2014-2017 IMPLEMENTATION STRATEGY INCLUDES ALL FIVE AREAS OF COMMUNITY CONCERN IDENTIFIED THROUGH THE 2013 CHNA. THE NEEDS WILL BE ADDRESSED AS CITY OF HOPE MOVES FORWARD WITH THE IMPLEMENTATION STRATEGY WHICH WAS ADOPTED BY THE ORGANIZATION AND POSTED TO THE CITY OF HOPE INTERNET SITE BY FEBRUARY 15, 2014. THE FIVE FOCUS AREAS WERE RANKED BY COMMUNITY MEMBERS AS FOLLOWS: 1. RESEARCH ALLIANCES (RA) 2. CANCER PREVENTION AND EARLY DETECTION, SPECIFICALLY AS THEY RELATE TO LUNG, COLORECTAL, PROSTATE AND WOMEN'S CANCERS (CP) 3. HEALTHY LIVING SPECIFICALLY RELATED TO HOW NUTRITION AND PHYSICAL ACTIVITY IMPACT CANCER AND DIABETES (HL) 4. CULTURALLY RELEVANT COMMUNITY PARTNERSHIPS AND EDUCATION (CRCP) 5. SMOKING CESSATION AND ITS IMPACT ON LUNG CANCER (SC) WITHIN THESE FOCUS AREAS, THE COMMUNITY STAKEHOLDERS IDENTIFIED SPECIFIC ISSUES AS IMPORTANT TO PURSUE OVER THE NEXT THREE YEARS. THESE INCLUDE: *REDUCTION OF OBESITY (HL) *INCREASE IN PHYSICAL ACTIVITY (HL) *CULTURALLY COMPETENT AND CULTURALLY SPECIFIC HEALTH EDUCATION (CRCP/HL) *CULTURALLY SENSITIVE SUPPORT (CRCP) *ASSISTANCE IN NAVIGATING HEALTH CARE SYSTEM (CRCP) *CANCER ADVOCACY TRAINING (CRCP) *INCREASE IN COMMUNITY PARTNERSHIPS (CRCP) *BARRIERS THAT PREVENT VULNERABLE POPULATIONS FROM ACCESSING SERVICES, INCLUDING POVERTY, LACK OF TRANSPORTATION AND CULTURAL/LINGUISTIC ISSUES (CRCP) IT IS IMPORTANT TO NOTE THAT WE FOUND COMMON LINKAGES BETWEEN THE ADDITIONAL ISSUES IDENTIFIED IN THE SECONDARY DATA COLLECTION. IN ORDER TO ADD MORE FOCUS AND COMMITMENT TO ADDRESSING THE NEEDS OF THE LOCAL COMMUNITY, ALL COMMUNITY BENEFIT PROGRAMS AT CITY OF HOPE MUST BE ASSOCIATED WITH ONE OF THE FIVE CORE PRINCIPALS DISCUSSED EARLIER. BECAUSE THE FOCUS AREAS IDENTIFIED BY COMMUNITY STAKEHOLDERS ARE INTERRELATED, MANY EXISTING CITY OF HOPE PROGRAMS TOUCH ON MORE THAN ONE CORE PRINCIPLE AND MEET MORE THAN ONE STRATEGIC PRIORITY. WE BELIEVE THIS IS A SIGN OF A ROBUST PROGRAM THAT IS LIKELY TO MEET A LARGE NUMBER OF NEEDS. WE ARE ACTIVELY SEEKING TO ENHANCE EXISTING PROGRAMS TO INCLUDE ADDITIONAL PRINCIPLES AND PRIORITIES. DETAILS ARE INCLUDED UNDER EACH PROGRAM ON THE PAGES THAT FOLLOW. THE IMPLEMENTATION STRATEGY IS AVAILABLE THROUGH THE FOLLOWING WEBSITE: "http://www.cityofhope.org/document/2024-coh-implementation-strategy-2-14- 14" SCHEDULE H, PART V, LINE 20D THE MAXIMUM AMOUNT THAT IS CHARGED TO FAP ELIGIBLE INDIVIDUALS ARE THE AMOUNTS GENERALLY BILLED TO INDIVIDUALS WHO HAVE INSURANCE COVERING SUCH CARE.
Schedule H (Form 990) 2013
Additional Data


Software ID:  
Software Version:  
Schedule J
(Form 990)
Department of the Treasury
Internal Revenue Service
Compensation Information
For certain Officers, Directors, Trustees, Key Employees, and Highest
Compensated Employees
SchJMediumBullet Complete if the organization answered "Yes" to Form 990, Part IV, line 23.
SchJMediumBullet Attach to Form 990. SchJMediumBullet See separate instructions.
SchJMediumBullet Information about Schedule J (Form 990) and its instructions is at www.irs.gov/form990.
OMB No. 1545-0047
2013
Open to Public Inspection
Name of the organization
City of Hope National Medical Center
 
Employer identification number

95-1683875
Part I
Questions Regarding Compensation
Yes
No
1a
Check the appropiate box(es) if the organization provided any of the following to or for a person listed in Form
990, Part VII, Section A, line 1a. Complete Part III to provide any relevant information regarding these items.
b
If any of the boxes in line 1a are checked, did the organization follow a written policy regarding payment or reimbursement or provision of all of the expenses described above? If "No," complete Part III to explain....
1b
 
No
2
Did the organization require substantiation prior to reimbursing or allowing expenses incurred by all
directors, trustees, officers, including the CEO/Executive Director, regarding the items checked in line 1a? ..
2
 
No
3
Indicate which, if any, of the following the filing organization used to establish the compensation of the
organization's CEO/Executive Director. Check all that apply. Do not check any boxes for methods
used by a related organization to establish compensation of the CEO/Executive Director, but explain in Part III.
4
During the year, did any person listed in Form 990, Part VII, Section A, line 1a with respect to the filing organization or a related organization:
a
Receive a severance payment or change-of-control payment? ................
4a
 
No
b
Participate in, or receive payment from, a supplemental nonqualified retirement plan? .........
4b
Yes
 
c
Participate in, or receive payment from, an equity-based compensation arrangement? .........
4c
 
No
If "Yes" to any of lines 4a-c, list the persons and provide the applicable amounts for each item in Part III.
Only 501(c)(3) and 501(c)(4) organizations only must complete lines 5-9.
5
For persons listed in Form 990, Part VII, Section A, line 1a, did the organization pay or accrue any
compensation contingent on the revenues of:
a
The organization? ...........................
5a
 
No
b
Any related organization? .........................
5b
 
No
If "Yes," to line 5a or 5b, describe in Part III.
6
For persons listed in Form 990, Part VII, Section A, line 1a, did the organization pay or accrue any
compensation contingent on the net earnings of:
a
The organization? ...........................
6a
 
No
b
Any related organization? .........................
6b
 
No
If "Yes," to line 6a or 6b, describe in Part III.
7
For persons listed in Form 990, Part VII, Section A, line 1a, did the organization provide any non-fixed
payments not described in lines 5 and 6? If "Yes," describe in Part III ............
7
Yes
 
8
Were any amounts reported in Form 990, Part VII, paid or accured pursuant to a contract that was
subject to the initial contract exception described in Regulations section 53.4958-4(a)(3)? If "Yes," describe
in Part III .............................
8
 
No
9
If "Yes" to line 8, did the organization also follow the rebuttable presumption procedure described in Regulations section 53.4958-6(c)? .........................
9
 
 
For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 50053T
Schedule J (Form 990) 2013

Schedule J (Form 990) 2013
Page 2
Part II
Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees. Use duplicate copies if additional space is needed.
For each individual whose compensation must be reported in Schedule J, report compensation from the organization on row (i) and from related organizations, described in the
instructions, on row (ii). Do not list any individuals that are not listed on Form 990, Part VII.
Note. The sum of columns (B)(i)-(iii) for each listed individual must equal the total amount of Form 990, Part VII, Section A, line 1a, applicable column (D) and (E) amounts for that individual.
(A) Name and Title (B) Breakdown of W-2 and/or 1099-MISC compensation (C) Retirement and other deferred compensation (D) Nontaxable
benefits		 (E) Total of columns
(B)(i)-(D) 		(F) Compensation
reported as deferred
in prior Form 990
(i) Base compensation (ii) Bonus & incentive compensation (iii) Other reportable compensation
(1)Alexandra Levine MDChief Medical Officer (i)
(ii)		 557,479
0 		216,513
0 		65,936
0 		77,476
0 		24,171
0 		941,575
0 		0
0
(2)Dale Walter AdamsSVP Operations (i)
(ii)		 340,602
0 		129,693
0 		27,315
0 		16,736
0 		22,767
0 		537,113
0 		0
0
(3)Debra F FieldsChief Risk Officer (i)
(ii)		 83,262
249,783 		55,628
166,890 		4,045
12,138 		16,023
48,069 		8,394
25,185 		167,352
502,065 		0
0
(4)Gregory SchetinaGeneral Counsel/Secretary (i)
(ii)		 88,001
264,000 		49,450
148,356 		5,354
16,068 		16,389
49,170 		7,446
22,344 		166,640
499,938 		0
0
(5)Michael A Friedman MDCEO (Part Year) (i)
(ii)		 78,825
709,430 		52,933
476,402 		20,347
183,117 		9,786
88,081 		2,709
24,372 		164,600
1,481,402 		0
0
(6)Robert W StonePresident and CEO (i)
(ii)		 189,413
441,962 		127,789
298,174 		27,767
64,791 		38,406
89,613 		9,701
22,637 		393,076
917,177 		0
0
(7)Valerie BinghamFormer Officer,VP Controller (i)
(ii)		 89,763
134,645 		21,387
32,083 		2,621
3,932 		7,423
11,135 		10,562
15,843 		131,756
197,638 		0
0
(8)Paul ConocentiSVP and CIO (i)
(ii)		 94,948
284,850 		34,869
104,613 		37,078
111,237 		9,303
27,909 		8,184
24,556 		184,382
553,165 		0
0
(9)Stephanie NeuvirthChief HR Officer (i)
(ii)		 110,611
331,836 		60,939
182,820 		801
2,406 		24,851
74,556 		7,604
22,809 		204,806
614,427 		0
0
(10)William SargeantAssistant Secretary/COO (i)
(ii)		 130,081
390,249 		77,718
233,160 		1,344
4,038 		29,011
87,039 		5,780
17,343 		243,934
731,829 		0
0
(11)Richard MagnusonTreasurer/CFO (i)
(ii)		 117,924
353,769 		71,035
213,108 		19,684
59,052 		25,139
75,420 		2,492
7,475 		236,274
708,824 		0
0
(12)Wael FakhryAssistant Treasurer/SVP FinOps (i)
(ii)		 212,805
87,555 		73,199
30,116 		2,322
956 		23,212
9,550 		20,414
8,399 		331,952
136,576 		0
0
(13)Pamela Dee GiesieAssoc Chief Nursing Officer (i)
(ii)		 236,995
0 		142,165
0 		529
0 		7,354
0 		16,842
0 		403,885
0 		0
0
(14)Joyce NilandChairperson/Professor (i)
(ii)		 352,922
0 		26,942
0 		2,376
0 		38,250
0 		11,528
0 		432,018
0 		0
0
(15)Naveen RajaChief Medical Inf. Officer (i)
(ii)		 293,671
0 		56,156
0 		69,327
0 		7,926
0 		23,601
0 		450,681
0 		0
0
(16)Timothy SchultheissClinical Professor (i)
(ii)		 379,737
0 		0
0 		2,426
0 		20,952
0 		13,655
0 		416,770
0 		0
0
(17)Richard ThompsonVP, Facilities (i)
(ii)		 75,089
225,270 		16,989
50,970 		3,705
11,118 		5,238
15,714 		2,181
6,546 		103,202
309,618 		0
0
Schedule J (Form 990) 2013

Schedule J (Form 990) 2013
Page 3
Part III
Supplemental Information
Provide the information, explanation, or descriptions required for Part I, lines 1a, 1b, 3, 4a, 4b, 4c, 5a, 5b, 6a, 6b, 7, and 8, and for Part II.
Also complete this part for any additional information.
Return Reference Explanation
QUESTIONS REGARDING COMPENSATION: SCHEDULE J PART 1, LINE 1A MICHAEL FRIEDMAN, M.D., CHIEF EXECUTIVE OFFICER, IS PROVIDED A HOUSING ALLOWANCE WHICH HAS BEEN INCLUDED IN SCHEDULE J, PART II, COLUMN B(III). ADDITIONALLY, DR. FRIEDMAN IS ALSO PROVIDED WITH SOCIAL CLUB MEMBERSHIPS DEEMED NECESSARY FOR VARIOUS BUSINESS RELATIONSHIP ACTIVITIES. DETAILED BUSINESS RECEIPTS ARE REQUIRED AND MUST BE SUBMITTED INDICATING WHETHER SERVICES WERE FOR BUSINESS OR PERSONAL USE AND TO THE EXTENT THE SERVICES WERE FOR BUSINESS PURPOSES THEY ARE REIMBURSED. THE PERSONAL USE PORTION OF THE SOCIAL CLUB DUES IS INCLUDED IN SCHEDULE J, PART II, COLUMN B(III) AS OTHER REPORTABLE INCOME AND TOTALED $148 DURING CALENDAR YEAR 2013. SCHEDULE J, PART I, LINE 4B THE MEDICAL CENTER HAS AN EXECUTIVE SUPPLEMENTAL ACCUMULATION PLAN THAT IS A NON-QUALIFIED SECTION 457(F) DEFERRED COMPENSATION PLAN THAT IS DESIGNED AND MAINTAINED A SELECT GROUP OF MANAGEMENT OR HIGHLY COMPENSATED EMPLOYEES WITH DEFERRED COMPENSATION. THE PLAN VESTS AFTER THREE (3) FISCAL YEARS OF SERVICES 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. THESE AMOUNTS ARE REMITTED TO THE APPROPRIATE TAXING AUTHORITIES ON BEHALF OF THE PARTICIPANTS. DURING THE CALENDAR YEAR ENDING DECEMBER 31, 2013, THE FOLLOWING INDIVIDUALS WITHDREW THE REFERENCED AMOUNTS TO COVER SUCH TAXES: DALE ADAMS $ 5,691 VALERIE BINGHAM $ 1,352 DEBRA FIELDS $ 4,260 MICHAEL FRIEDMAN $26,500 ALEXANDRA LEVINE $14,885 GREGORY SCHETINA $ 4,839 ROBERT STONE $13,257 NAVEEN RAJA $32,463 SCHEDULE J, PART I, LINE 7 THE MEDICAL CENTER'S EXECUTIVES AND SOME KEY EMPLOYEES ARE ELIGIBLE TO RECEIVE INCENTIVE COMPENSATION TIED TO FIVE (5) KEY INDICATORS AND ONE OR MORE INDIVIDUAL OBJECTIVES. THE KEY INDICATORS ARE BOTH FINANCIAL AND NON-FINANCIAL, AND REFLECT KEY AREAS OF STRATEGIC FOCUS INCLUDING THE EXEMPT HEALTHCARE MISSION OF THE CITY OF HOPE AND AFFILIATES. 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 INDICATORS ARE WEIGHTED AT 66 2/3%, WHILE THE INDIVIDUAL OBJECTIVES ARE WEIGHTED AT 33 1/3%. BASED UPON AN INDIVIDUAL'S GOALS AND PERFORMANCE DURING THE YEAR, THE POTENTIAL PAYOUT FOR ANY PARTICIPANT CAN BE MODIFIED UP OR DOWN BY AS MUCH AS 20%. THE INCENTIVE PLAN IS UNDER THE CONTROL OF AND ADMINISTERED BY THE INDEPENDENT DIRECTORS SERVING ON THE EXECUTIVE COMPENSATION AND GOVERNANCE COMMITTEE. CITY OF HOPE MAY IN ITS DISCRETION CANCEL ALL OR A PORTION OF ANY INCENTIVE PLAN PAYMENT OR AWARD TO ANY PARTICIPANT, WHETHER BEFORE OR FOLLOWING PAYMENT OF SUCH AWARD, SUBJECT TO COMPLIANCE WITH APPLICABLE LAW, UNDER THESE CIRCUMSTANCES: A) AN INCENTIVE PLAN PAYMENT OR AWARD IS MADE FOR A FISCAL PERIOD AND CITY OF HOPE SUBSEQUENTLY RESTATES OR OTHERWISE ADJUSTS THE ANNUAL PERFORMANCE MEASUREMENT CALCULATION IN A MANNER THAT WOULD REDUCE THE SIZE OF THE AWARD OR PAYMENT, OR: B) AN INCENTIVE PLAN PAYMENT OR AWARD IS MADE FOR A FISCAL PERIOD AND CITY OF HOPE SUBSEQUENTLY DETERMINES THAT ONE OR MORE OF THE ANNUAL PERFORMANCE MEASUREMENT CALCULATIONS ON WHICH THE AWARD IS BASED OR IS PAID ARE MATERIALLY INACCURATE. DURING CALENDAR YEAR 2013 CITY OF HOPE PAID THE INCENTIVE COMPENSATION EARNED FOR FISCAL YEAR 2013 AND THIS HAS BEEN REPORTED IN SCHEDULE J, PART II, COLUMN B(II). THE MEDICAL CENTER HAS AN EXECUTIVE LONG TERM INCENTIVE PLAN (LTI) THAT IS DESIGNED TO PROVIDE A LONG TERM INCENTIVE FOR EXECUTIVES OF THE CITY OF HOPE AND AFFILIATES. IN ORDER TO ACCOMPLISH AND REALIZE KEY ORGANIZATIONAL OBJECTIVES AND GOALS OVER THE NEXT TEN YEAR PERIOD, IT IS CRITICAL THAT KEY EXECUTIVES BE ALIGNED WITH THE ORGANIZATIONAL STRATEGIC PLAN. THE INITIAL PERFORMANCE PERIOD OF THE PLAN (CYCLE 1) RUNS FROM OCTOBER 1, 2012 THROUGH SEPTEMBER 30, 2015, WITH A NEW THREE YEAR PERFORMANCE PERIOD BEGINNING EACH OCTOBER 1 THEREAFTER (E.G., CYCLE 2 RUNS FROM OCTOBER 1, 2013 THROUGH SEPTEMBER 30, 2016). THE PARTICIPANTS MUST BE EMPLOYED BY THE MEDICAL CENTER AT THE END OF THE PERFORMANCE PERIOD IN ORDER TO VEST IN THE PLAN. WHILE THE LTI DOES MEET THE REQUIREMENTS FOR A SUBSTANTIAL RISK OF FORFEITURE, AS OF THE CALENDAR YEAR ENDING DECEMBER 30, 2013, TWELVE MONTHS OF YEAR TWO OF PLAN CYCLE 1 AND THREE MONTHS OF YEAR ONE OF PLAN CYCLE 2 OF THE POTENTIAL THREE YEAR LTI AMOUNTS HAVE BEEN ESTIMATED AND ACCRUED DURING THE CURRENT TAX YEAR AND IS REPORTED AS DEFERRED COMPENSATION IN SCHEDULE J, PART II, COLUMN C.
Schedule J (Form 990) 2013

Additional Data


Software ID:  
Software Version:  
Schedule K
(Form 990)
Department of the Treasury
Internal Revenue Service
Supplemental Information on Tax Exempt Bonds
SchKMediumBullet Complete if the organization answered "Yes" to Form 990, Part IV, line 24a. Provide descriptions,
explanations, and any additional information in Part VI.
SchKMediumBullet Attach to Form 990. SchKMediumBullet See separate instructions.
SchKMediumBulletInformation about Schedule K (Form 990) and its instructions is at www.irs.gov/form990.
OMB No. 1545-0047
2013
Open to Public
Inspection
Name of the organization
City of Hope National Medical Center
 
Employer identification number
95-1683875
Part I
Bond Issues
(a) Issuer name (b) Issuer EIN (c) CUSIP # (d) Date issued (e) Issue price (f) Description of purpose (g) Defeased (h) On
behalf of
issuer 		(i) Pool
financing
Yes No Yes No Yes No
A CALIF HLTH FACLTY FIN AUTH (SEE PART VI)
  		52-1643828 13033LN37 11-14-2012 140,805,678 REFUNDING ISSUE/CAPITAL PROJECTS   X   X   X
B CALIF HLTH FACLTY FIN AUTH (SEE PART VI)
  		52-1643828 13033LN37 11-14-2012 130,787,655 REFUNDING ISSUE   X   X   X
Part II
Proceeds
A B C D
1 Amount of bonds retired . . . . . . . . . . . . . . 0 0    
2 Amount of bonds legally defeased . . . . . . . . . . . 0 0    
3 Total proceeds of issue . . . . . . . . . . . . . . 140,811,317 130,787,655    
4 Gross proceeds in reserve funds . . . . . . . . . . . . 0 0    
5 Capitalized interest from proceeds . . . . . . . . . . . 1,026,220 0    
6 Proceeds in refunding escrows . . . . . . . . . . . . 0 0    
7 Issuance costs from proceeds . . . . . . . . . . . . 1,565,251 1,425,066    
8 Credit enhancement from proceeds . . . . . . . . . . . 0 0    
9 Working capital expenditures from proceeds . . . . . . . . . 0 0    
10 Capital expenditures from proceeds . . . . . . . . . . . 90,675,453 0    
11 Other spent proceeds . . . . . . . . . . . . . . 47,511,455 129,362,589    
12 Other unspent proceeds . . . . . . . . . . . . . . 32,938 0    
13 Year of substantial completion . . . . . . . . . . . . 2005 2005
Yes No Yes No Yes No Yes No
14 Were the bonds issued as part of a current refunding issue? . . . . . X   X          
15 Were the bonds issued as part of an advance refunding issue? . . . . .   X   X        
16 Has the final allocation of proceeds been made? . . . . . . . .   X X          
17 Does the organization maintain adequate books and records to support the final allocation of proceeds? . . . . . . . . . . . . . . X   X          
Part III
Private Business Use
A B C D
Yes No Yes No Yes No Yes No
1 Was the organization a partner in a partnership, or a member of an LLC, which owned property financed by tax-exempt bonds? . . . . . . .   X            
2 Are there any lease arrangements that may result in private business use of bond-financed property? . . . . . . . . .   X            
For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 50193E
Schedule K (Form 990) 2013
Schedule K (Form 990) 2013
Page 2
Part III
Private Business Use (Continued)
A B C D
Yes No Yes No Yes No Yes No
3a Are there any management or service contracts that may result in private business use of bond-financed property? . . . . . . . . . . . . X              
b If "Yes" to line 3a, does the organization routinely engage bond counsel or other outside counsel to review any management or service contracts relating to the financed property? X              
c Are there any research agreements that may result in private business use of bond-financed property? . . . . . . . . . . . . . . . X              
d If "Yes" to line 3c, does the organization routinely engage bond counsel or other outside counsel to review any research agreements relating to the financed property? X              
4 Enter the percentage of financed property used in a private business use by entities other than a section 501(c)(3) organization or a state or local government . . SchKMediumBullet 1.100 % 0 %    
5 Enter the percentage of financed property used in a private business use as a result of unrelated trade or business activity carried on by your organization, another section 501(c)(3) organization, or a state or local government . . . . . . . SchKMediumBullet        
6 Total of lines 4 and 5 . . . . . . . . . . . . . 1.100 %      
7 Does the bond issue meet the private security or payment test? . . . . .   X            
8a Has there been a sale or disposition of any of the bond financed property to a nongovernmental person other than a 501(c)(3) organization since the bonds were issued?. . . . . . . . . . . . . . . . .   X            
b If "Yes" to line 8a, enter the percentage of bond-financed property sold or disposed of.        
c If "Yes" to line 8a, was any remedial action taken pursuant to Regulations sections 1.141-12 and 1.145-2? . . . . . . . . . . . . .   X            
9 Has the organization established written procedures to ensure that all nonqualified bonds of the issue are remediated in accordance with the requirements under
Regulations sections 1.141-12 and 1.145-2? . . . . . . . 		X              
Part IV
Arbitrage
A B C D
Yes No Yes No Yes No Yes No
1 Has the issuer filed Form 8038-T? . . . . .   X   X        
2 If "No" to line 1, did the following apply? . . . .
a Rebate not due yet? . . . . . . . . X   X          
b Exception to rebate? . . . . . . . .                
c No rebate due? . . . . . . . .                
If you checked "No rebate due" in line 2c, provide in
Part VI the date the rebate computation was performed
3 Is the bond issue a variable rate issue? . . . . X   X          
4a Has the organization or the governmental issuer entered into a qualified hedge with respect to the bond issue? X   X          
b Name of provider . . . . . . . . . union BkWells Fargo
  		Union BkWells Fargo
  		 
  		 
 
c Term of hedge . . . . . . . . . . 30. 30.    
d Was the hedge superintegrated? . . . .   X   X        
e Was the hedge terminated? . . . . . .   X   X        
Schedule K (Form 990) 2013
Schedule K (Form 990) 2013
Page 3
Part IV
Arbitrage (Continued)
A B C D
Yes No Yes No Yes No Yes No
5a Were gross proceeds invested in a guaranteed investment contract (GIC)? . . . . . . . . .   X   X        
b Name of provider . . . . . . . . . 0
  		0
  		 
  		 
 
c Term of GIC . . . . . . . . . .        
d Was the regulatory safe harbor for establishing the fair market value of the GIC satisfied? . . . . .                
6 Were any gross proceeds invested beyond an available temporary period? . . . . . . . .   X   X        
7 Has the organization established written procedures to monitor the requirements of section 148? . . . X   X          
Part V
Procedures To Undertake Corrective Action
A B C D
Yes No Yes No Yes No Yes No
Has the organization established written procedures to ensure that violations of federal tax requirements are timely identified and corrected through the voluntary closing agreement program if self-remediation is not available under applicable regulations? X   X          
Part VI
Supplemental Information. Provide additional information for responses to questions on Schedule K (see instructions).
Return Reference Explanation
TAX EXEMPT BONDS: SCHEDULE K, PART III, COLUMN B COLUMN LEFT BLANK AS 2012 ISSUE REFUNDED A PRE 2003 BOND ISSUE AND THERE WERE NO NEW PROCEEDS ISSUED. SCHEDULE K, PART I, LINE A AN ELECTION WAS MADE UNDER REGULATION 1.150-1(C)(3) TO TREAT THE BOND ISSUE AS TWO SEPARATE ISSUES AND WAS REPORTED ON TWO SEPARATE FORMS (B) 1999A CERTIFICATES OF PARTICIPATION ISSUED ON APRIL 8, 1999
Schedule K (Form 990) 2013

Additional Data


Software ID:  
Software Version:  

SCHEDULE O
(Form 990 or 990-EZ)

Department of the Treasury
Internal Revenue Service
Supplemental Information to Form 990 or 990-EZ

Complete to provide information for responses to specific questions on
Form 990 or to provide any additional information.
MediumBullet Attach to Form 990 or 990-EZ.
MediumBullet Information about Schedule O (Form 990 or 990-EZ) and its instructions is at
www.irs.gov/form990.
OMB No. 1545-0047
2013
Open to Public
Inspection
Name of the organization
City of Hope National Medical Center
 
Employer identification number

95-1683875
Return Reference Explanation
ORGANIZATION'S MISSION: FORM 990, PART III, LINE 1 CITY OF HOPE, (COLLECTIVELY REFERRING TO CITY OF HOPE, CITY OF HOPE AUXILIARIES, THE MEDICAL CENTER, THE MEDICAL FOUNDATION, AND BECKMAN RESEARCH INSTITUTE) IS AN INNOVATIVE BIOMEDICAL RESEARCH, TREATMENT AND EDUCATION INSTITUTION COMMITTED TO TRANSFORMING THE FUTURE OF HEALTH. EVERY DAY WE TURN SCIENCE INTO PRACTICAL BENEFIT. WE TURN HOPE INTO REALITY. WE ACCOMPLISH THIS THROUGH EXQUISITE PATIENT CARE, INNOVATIVE RESEARCH, AND VITAL EDUCATION FOCUSED ON ELIMINATING CANCER AND DIABETES. DEDICATED TO THE PREVENTION AND CURE OF CANCER AND OTHER LIFE-THREATENING DISEASES, CITY OF HOPE IS GUIDED BY A COMPASSIONATE, PATIENT-CENTERED PHILOSOPHY AND SUPPORTED BY A NATIONAL FOUNDATION OF HUMANITARIAN PHILANTHROPY.
EXEMPT PURPOSE ACHIEVEMENTS: FORM 990, PART III, LINE 4A PATIENT CARE: THE MEDICAL CENTER PROVIDES ACUTE CARE MEDICAL SERVICES. MOST OF THE PATIENTS AT THE MEDICAL CENTER ARE BEING TREATED FOR SOME FORM OF CANCER, INCLUDING LEUKEMIA AND LYMPHOMA, COLORECTAL, PROSTATE, GYNECOLOGIC AND BREAST CANCERS. SOME SERVICES ARE PROVIDED THROUGH CHARITY CARE FUNDING FOR PATIENTS MEETING FINANCIAL ELIGIBILITY AND CLINICAL CRITERIA AND TO PERSONS WITHOUT INSURANCE OR WHO ARE UNDERINSURED. THE MEDICAL CENTER ALSO SUBSIDIZES CARE FOR PATIENTS COVERED BY THE MEDI-CAL AND MEDICARE PROGRAMS. ALL PATIENTS TREATED AT THE MEDICAL CENTER BENEFIT FROM THE LATEST TECHNOLOGIES COMBINED WITH A CULTURE OF COMPASSIONATE CARE. THE MEDICAL CENTER'S FOCUS ON TRANSLATIONAL MEDICINE HEIGHTENS THE COLLABORATION BETWEEN MEMBERS OF THE CARE TEAM AND RESEARCHERS FROM THROUGHOUT THE ORGANIZATION. EDUCATION AND PROFESSIONAL DEVELOPMENT ALSO ARE CORE ACTIVITIES AT THE MEDICAL CENTER. SINCE 1976, MORE THAN 12,000 HEMATOPOIETIC (BLOOD) CELL TRANSPLANTATION PROCEDURES HAVE BEEN PERFORMED AT THE MEDICAL CENTER TO FIGHT LEUKEMIA, LYMPHOMA, MYELOMA AND OTHER CANCERS. TODAY, THE MEDICAL CENTER'S CLINICIANS ARE FURTHERING DEVELOPMENT OF STEM CELL TRANSPLANTATION TO TREAT AUTOIMMUNE DISEASES AND EVEN DIABETES. THE MEDICAL CENTER IS ALSO A NATIONAL LEADER IN THE FIELD OF MINIMALLY INVASIVE SURGERY PIONEERING ROBOTIC SURGERY FOR RECTAL CANCER AND IS AN EMERGING LEADER IN ROBOTIC SURGERY FOR HEAD AND NECK CANCERS. PHYSICIANS AT THE MEDICAL CENTER HAVE ALSO BROKEN NEW GROUND IN EMPLOYING TARGETED RADIATION. THESE TECHNIQUES DELIVER DOSES DIRECTLY TO DISEASED TISSUE, POTENTIALLY MINIMIZING DAMAGE TO PATIENTS' HEALTHY TISSUE WHILE MAXIMIZING CANCER-KILLING TREATMENT. THE SHERI & LES BILLER PATIENT AND FAMILY RESOURCE CENTER SERVES AS THE HUB FOR COMPREHENSIVE ASSISTANCE FOR PATIENTS AND FAMILIES, OFFERING PATIENT EDUCATION, SUPPORT GROUPS, SOCIAL WORK RESOURCES, MIND-BODY THERAPIES AND PATIENT NAVIGATORS TO ASSIST PEOPLE THROUGH DIAGNOSIS, TREATMENT AND RECOVERY. ITS HEALTHCARE PROFESSIONALS, INCLUDING PSYCHOLOGISTS, PSYCHIATRISTS AND PALLIATIVE CARE PHYSICIANS, PARTNER WITH PATIENTS AND FAMILIES TO ALLEVIATE PAIN AND DISTRESS RELATED TO DISEASE AND TREATMENT. RESEARCH: THE MEDICAL CENTER FUNDS A VARIETY OF CLINICAL AND LABORATORY RESEARCH ACTIVITIES FOCUSED ON FINDING CURES AND TREATMENTS FOR CANCER AND OTHER LIFE-THREATENING DISEASES FOR WHICH GRANT AND EXTRAMURAL FUNDING IS NOT AVAILABLE. WITH A HISTORY OF SIGNIFICANT CONTRIBUTIONS TO THE FIELD OF DIABETES, THE MEDICAL CENTER IS A NATIONAL CENTER FOR ISLET CELL TRANSPLANTATION - AN EMERGING TREATMENT THAT HAS THE POTENTIAL TO REVERSE TYPE 1 DIABETES. THE MEDICAL CENTER IS ALSO MAKING MAJOR CONTRIBUTIONS IN THE FIELDS OF DIABETES AND HIV-AIDS. LAST YEAR, THE MEDICAL CENTER CONDUCTED MORE THAN 300 CLINICAL TRIALS ENROLLING MORE THAN 5,000 PATIENTS. THESE TRIALS PROVIDE PATIENTS WITH ACCESS TO THE NEWEST APPROACHES TO COMBATING DISEASES WHILE HELPING DEVELOP THE TREATMENTS OF TOMORROW. FOR INSTANCE, THE MEDICAL CENTER IS THE FIRST INSTITUTION IN THE WORLD TO PERFORM A CLINICAL STUDY THAT USES NEURAL STEM CELLS TO TARGET GLIOMA, A DEADLY FORM OF BRAIN CANCER THAT IS ALMOST ALWAYS FATAL. THE MEDICAL CENTER PROVIDES INSTITUTIONALLY SUPPORTED RESEARCH GRANTS, RESIDENCY AND FELLOWSHIP PROGRAMS AND TRAINING AND CONTINUING EDUCATION FOR PHYSICIANS, NURSES AND HEALTH PROFESSIONALS FROM WITHIN AND OUTSIDE OF THE INSTITUTION. FACULTY AND STAFF FROM THE MEDICAL CENTER SERVE ON NATIONAL ORGANIZATIONS AND POLICY AND REGULATORY ADVISORY COMMITTEES. THEY ALSO PROVIDE THEIR EXPERTISE TO REVIEW GRANT APPLICATIONS FOR STATE AND FEDERAL AGENCIES AND SERVE AS MEMBERS OF EDITORIAL BOARDS FOR PROFESSIONAL PUBLICATIONS. PUBLIC INFORMATION AND EDUCATION: THE MEDICAL CENTER CONDUCTS MEDICAL EDUCATION PROGRAMS AND PUBLIC FORUMS TO INFORM AND EDUCATE THE PUBLIC. THE MEDICAL CENTER IS COMMITTED TO SERVING THE COMMUNITY THROUGH EDUCATION AND SUPPORT SERVICES, CANCER AWARENESS PROGRAMS, HEALTH EVENTS AND EDUCATIONAL FORUMS FOR COMMUNITY GROUPS AND BUSINESSES. THE MEDICAL CENTER'S DEPARTMENT OF POPULATION SCIENCES ALSO REACHES OUT AND SEEKS TO REDUCE THE BURDEN OF CANCER ACROSS ALL POPULATIONS THROUGH COLLABORATIVE PROGRAMS IN CARE, RESEARCH AND EDUCATION. THIS DEPARTMENT EXAMINES THE CAUSES AND RISKS OF CANCER AND DISPARITIES IN CANCER OUTCOMES IN VARIOUS POPULATIONS. IT INVESTIGATES GENETIC MARKERS LINKED TO CANCER RISK AND SEEKS TO IMPROVE THE QUALITY OF LIFE FOR CANCER SURVIVORS. THE CENTER FOR CANCER SURVIVORSHIP PROVIDES SPECIALIZED, LONG-TERM FOLLOW-UP CARE FOR CANCER SURVIVORS AND CONDUCTS CRITICAL RESEARCH SHARED WITH OTHER INSTITUTIONS.
GOVERNANCE, MANAGEMENT AND DISCLOSURES: FORM 990, PART VI, SECTION A, LINE 4 AT ITS MEETING ON MAY 16, 2014, THE BOARD OF DIRECTORS OF CITY OF HOPE, THE SOLE CORPORATE MEMBER OF THE MEDICAL CENTER, BECKMAN RESEARCH INSTITUTE AND MEDICAL FOUNDATION, APPROVED REVISIONS TO THE BYLAWS TO RESTORE THE EXECUTIVE LEADERSHIP STRUCTURE AS IT EXISTED BEFORE CHANGES MADE IN 2012. SPECIFICALLY, THE BOARD APPROVED REVISIONS THAT RECOMBINED THE PRESIDENT AND CEO ROLES AND TITLES, AND DISCONTINUED THE OFFICE OF THE CHIEF EXECUTIVE. FORM 990, PART VI, SECTION A, LINE 6 AND 7A THE SOLE CORPORATE MEMBER, CITY OF HOPE (95-3435919), ELECTS THE BOARD OF DIRECTORS TO THE MEDICAL CENTER. FORM 990, PART VI, SECTION A, LINE 7B CERTAIN ACTIONS MAY NOT BE UNDERTAKEN WITHOUT THE PRIOR WRITTEN APPROVAL OF THE SOLE CORPORATE MEMBER, CITY OF HOPE, AS SPECIFIED IN THE GOVERNING DOCUMENTS OF THE MEDICAL CENTER, INCLUDING: BORROW MONEY IN THE NAME OF THE MEDICAL CENTER OR UTILIZING PROPERTY OWNED BY THE MEDICAL CENTER AS SECURITY FOR SUCH LOANS; ASSIGN, TRANSFER, PLEDGE, COMPROMISE OR RELEASE ANY OF THE CLAIMS OR DEBTS TO THE MEDICAL CENTER EXCEPT ON PAYMENT IN FULL, OR ARBITRATE OR CONSENT TO THE ARBITRATION OF ANY DISPUTE OR CONTROVERSY OF THE MEDICAL CENTER; MAKE, EXECUTE OR DELIVER ANY ASSIGNMENT FOR THE BENEFIT OF CREDITORS, OR ANY BOND, CONFESSION OF JUDGMENT, CHATTEL MORTGAGE, SECURITY AGREEMENT, DEED, GUARANTY, INDEMNITY BOND, SURETY BOND, OR CONTRACT TO SELL OR BILL OF SALE OF THE PROPERTY OF THE MEDICAL CENTER; ACQUIRE, PURCHASE, DEVELOP, IMPROVE, SELL, LEASE, OR MORTGAGE ANY CORPORATE REAL ESTATE OR ANY INTEREST THEREIN OR ENTER INTO ANY CONTRACT FOR ANY SUCH PURPOSES; OR MAKE ANY LOAN, INVESTMENT, TRANSFER OR DISPOSITION OF ANY ASSETS OF THE MEDICAL CENTER OR ENTER INTO ANY CONTRACT OR INCUR ANY LIABILITIES ON BEHALF OF THE MEDICAL CENTER OTHER THAN FOR FAIR CONSIDERATION AND IN THE ORDINARY COURSE OF BUSINESS RELATING TO ITS NORMAL DAILY OPERATION; ESTABLISH CAPITAL AND OPERATING BUDGETS OR ADOPT MATERIAL CHANGES THERE. THE FOLLOWING REQUIRE GOVERNING BODY APPROVAL (AS WELL AS THE APPROVAL OF THE SOLE CORPORATE MEMBER): THE ADOPTION OF, OR MATERIAL CHANGE IN, THE MISSION OF THE MEDICAL CENTER; SALE OR DISPOSITION OF ALL OR SUBSTANTIALLY ALL ASSETS; MERGER AND ITS PRINCIPAL TERMS (AND ANY AMENDMENT TO THOSE TERMS); DISSOLUTION OF THE CORPORATION; ADOPTION OF OPERATING AND CAPITAL BUDGETS; ACQUISITIONS AND CAPITAL EXPENDITURES MEETING A CERTAIN FINANCIAL THRESHOLD; BORROWINGS, GUARANTIES, LOANS, AND BOND ISSUANCE MEETING A CERTAIN FINANCIAL THRESHOLD; CREATION OF A NEW (OR ACQUISITION OF A CONTROLLING INTEREST IN AN EXISTING) CORPORATION, PARTNERSHIP OR LIMITED LIABILITY COMPANY; ADOPTION OF OR AMENDMENTS TO INDIVIDUAL CORPORATE INVESTMENT GUIDELINES.
POLICIES: FORM 990, PART VI, SECTION B, LINE 11B A COPY OF THE FORM 990 IS REVIEWED BY THE AUDIT COMMITTEE OF THE BOARD OF DIRECTORS OF CITY OF HOPE, WHICH ASSISTS THE MEDICAL CENTER'S BOARD IN FULFILLING ITS RESPONSIBILITIES REGARDING THE FINANCIAL, ACCOUNTING, AND CORPORATE COMPLIANCE MATTERS OF THE MEDICAL CENTER. CITY OF HOPE'S AUDIT COMMITTEE ALSO SERVES AS THE AUDIT COMMITTEE OF THE MEDICAL CENTER. ADDITIONALLY, THE PREPARATION OF THE FORM 990 IS DONE INTERNALLY AND IS REVIEWED THOROUGHLY WITH INTERNAL LEADERSHIP, EXTERNAL PARTICIPANTS, INCLUDING EY AND RETAINED TAX COUNSEL. PRIOR TO FILING, THE MEDICAL CENTER FORM 990 IS MADE AVAILABLE TO VOTING MEMBERS OF THE CITY OF HOPE BOARD FOR REVIEW ELECTRONICALLY. FORM 990, PART VI, SECTION B, LINE 12C ALL EMPLOYEES OF CITY OF HOPE AND AFFILIATES, BOARD OF DIRECTORS, BOARD COMMITTEE MEMBERS AND RESEARCH TEAM MEMBERS ARE COVERED BY CITY OF HOPE'S APPLICABLE CONFLICT OF INTEREST POLICIES. DETERMINATIONS AS TO WHETHER A CONFLICT OF INTEREST EXISTS AND REVIEW OF CONFLICT DISCLOSURES ARE MADE BY THE CHIEF RISK OFFICER, GENERAL COUNSEL AND, AS APPLICABLE, THE CHAIR OF THE BOARD OF DIRECTORS OR THE CONFLICT OF INTEREST AND COMMITMENT COMMITTEE, BASED UPON THE CATEGORY OF PERSON MAKING THE DISCLOSURE. RESTRICTIONS IMPOSED ON PERSONS WITH A CONFLICT VARY, BASED UPON THE FACTS 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. MONITORING TRANSACTIONS FOR CONFLICT OF INTEREST IS DONE THROUGH REQUIRED DISCLOSURES AND UPDATES BY PERSONS COVERED BY THE ORGANIZATION'S CONFLICT OF INTEREST POLICIES AND A CONCURRENT REVIEW OF SUCH DISCLOSURES AGAINST TRANSACTIONS. CITY OF HOPE'S POLICY PROVIDES FOR DISCIPLINARY ACTION AGAINST PERSONS COVERED BY THE CONFLICT OF INTEREST POLICIES WHO DO NOT COMPLY WITH POLICY REQUIREMENTS. SCHEDULE O, FORM 990, PART VI, SECTION B, LINE 15A AND 15B THE EXECUTIVE COMPENSATION AND GOVERNANCE COMMITTEE OF THE BOARD OF DIRECTORS ("COMMITTEE"), PURSUANT TO A DELEGATION OF AUTHORITY FROM THE CITY OF HOPE BOARD OF DIRECTORS, IS RESPONSIBLE FOR SETTING THE COMPENSATION OF THE CEO AND CERTAIN OTHER SENIOR EXECUTIVES. THE DIRECTORS ON THIS COMMITTEE ARE INDEPENDENT AND ADHERE TO A STRICT CONFLICT OF INTEREST POLICY. DELIBERATION AND DECISION MAKING ARE SUBSTANTIATED IN THE MINUTES OF THE COMMITTEE'S MEETINGS. THE MINUTES ARE REVIEWED AND APPROVED AT THE NEXT MEETING OF THE COMMITTEE. AS PART OF THE DELIBERATION PROCESS, THE COMMITTEE RECEIVES ADVICE FROM AN INDEPENDENT, THIRD-PARTY COMPENSATION CONSULTANT WITH RESPECT TO EXECUTIVE COMPENSATION, INCLUDING REVIEW OF COMPARABLE AND OTHER BENCHMARK DATA, CURRENT COMPENSATION PHILOSOPHY, STRUCTURE, AND ADMINISTRATION OF THE EXECUTIVE CASH COMPENSATION PROGRAMS AT CITY OF HOPE AND AFFILIATES. THE COMMITTEE CARRIES OUT THE BOARD OF DIRECTORS' OVERALL RESPONSIBILITIES RELATING TO EXECUTIVE COMPENSATION. THE EXECUTIVE COMPENSATION PHILOSOPHY IS DESIGNED TO ATTRACT AND RETAIN 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. THE COMPENSATION COMMITTEE TARGETS THE 50TH PERCENTILE OF BASE SALARY AND THE 75TH PERCENTILE OF TOTAL CASH OF THE MARKET IN WHICH CITY OF HOPE COMPETES FOR EXECUTIVES. A SUBSTANTIAL PORTION OF EXECUTIVE COMPENSATION IS LINKED DIRECTLY TO PERFORMANCE GOALS APPROVED IN ADVANCE BY THE EXECUTIVE COMPENSATION COMMITTEE. THESE GOALS ARE TIED TO THE PERFORMANCE OF CITY OF HOPE AND AFFILIATES, INCLUDING THE ATTAINMENT OF SPECIFIC BUSINESS OBJECTIVES FOR STRATEGIC AND FINANCIAL PERFORMANCE AS WELL AS NON-FINANCIAL MEASURES SUCH AS PATIENT SATISFACTION AND QUALITY OF PATIENT CARE. AS A CONSEQUENCE, PERFORMANCE COMPENSATION MAY VARY FROM YEAR TO YEAR. THE COMMITTEE CONDUCTS ANNUAL COMPENSATION REVIEWS FOR EXECUTIVES AND CERTAIN KEY EMPLOYEES AND THIS WAS LAST COMPLETED ON DECEMBER 11, 2014. THE COMPENSATION PROGRAMS AND RANGES FOR ALL OFFICERS AND KEY EMPLOYEES LISTED ON FORM 990, PART VII AT THE SVP OR EQUIVALENT LEVEL AND ABOVE ARE REVIEWED BY THIS COMMITTEE.
DISCLOSURES: FORM 990, PART VI, SECTION C, LINE 19 THE MEDICAL CENTER'S ARTICLES OF INCORPORATION ARE AVAILABLE TO THE PUBLIC FROM THE SECRETARY OF STATE. CITY OF HOPE AND AFFILIATES AUDITED FINANCIAL STATEMENTS ARE AVAILABLE ON THE CITY OF HOPE WEBSITE, AND ITS CONFLICT OF INTEREST POLICIES ARE AVAILABLE BY WRITTEN REQUEST MADE TO THE CONFLICT OF INTEREST MANAGER. THE MEDICAL CENTER'S BYLAWS ARE NOT MADE AVAILABLE TO THE PUBLIC.
HOURS WORKED: FORM 990, PART VII, COLUMN (B) FULL TIME EXEMPT EMPLOYEES GENERALLY WORK IN EXCESS OF 40 HOURS PER WEEK, WHICH HAS BEEN REFLECTED IN PART VII BY AN ESTIMATE OF 60 HOURS PER WEEK. THE MEMBERS OF THE BOARD OF DIRECTORS ARE NOT COMPENSATED FOR SERVING ON THE BOARD. THE HOURS WORKED FOR EACH DIRECTOR IS AN ESTIMATE OF THE TIME SPENT PREPARING FOR AND ATTENDING MEETINGS OF THE BOARD OF DIRECTORS AND VARIOUS COMMITTEES OF THE BOARD OF DIRECTORS. THE BOARD OF DIRECTORS HELD FIVE REGULARLY SCHEDULED MEETINGS DURING FISCAL YEAR 2014. THE AUDIT AND COMPLIANCE COMMITTEE HELD FIVE REGULARLY SCHEDULED MEETINGS IN FISCAL YEAR 2014. MOST OF THE CITY OF HOPE 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 THE "COMMON PAYMASTER," AS THAT IS 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 THE CITY OF HOPE ENTITIES BASED ON THE ESTIMATES OF THEIR TIME SPENT IN AND FOR EACH SUCH ENTITY. AS "COMMON PAYMASTER," THE MEDICAL CENTER ISSUES EACH OF THESE EMPLOYEES A SINGLE, COMBINED PAYCHECK AND ONE FORM W-2.
STATEMENT OF FUNCTIONAL EXPENSES: FORM 990, PART IX, LINE 11G DESCRIPTION Total Program Total Admin Fundraising COLLECTION AGENCY FEES 0 2,693,037 0 CONSULTING FEES 6,438,721 3,327,559 155 OTHER CONTRACTED SERVICES 658,353 3,351,757 89 OTHER FEES FOR SERVICE 1,187,392 2,011,125 0 PROFESSIONAL FEES 196,517 259,196 0 PURCHASED SERVICES 50,383,552 16,046,027 1,923 RECRUITMENT 188,372 1,930,151 0 REGISTRY AND STAFFING FEES 4,088,948 204,638 22 ___________ ___________ ___________ Grand Total 63,141,854 29,823,490 2,189
RECONCILIATION OF NET ASSETS: PART XI, LINE 9 OTHER CHANGES IN NET ASSETS ARE DETAILED AS FOLLOWS: CHANGE IN FAIR VALUE OF INTEREST RATE SWAP $ (2,049,988) OMSI DISSOLUTION $ (4,916,451) ------------- TOTAL LINE 9 CHANGES $ (6,966,439)
For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990-EZ.
Cat. No. 51056K
Schedule O (Form 990 or 990-EZ) 2013

Additional Data


Software ID:  
Software Version:  
SCHEDULE R
(Form 990)
Department of the Treasury
Internal Revenue Service
Related Organizations and Unrelated Partnerships
MediumBulletComplete if the organization answered "Yes" on Form 990, Part IV, line 33, 34, 35b, 36, or 37.
MediumBulletAttach to Form 990. MediumBullet See separate instructions.
MediumBullet Information about Schedule R (Form 990) and its instructions is at www.irs.gov/form990.

OMB No. 1545-0047
2013
Open to Public Inspection
Name of the organization
City of Hope National Medical Center
 
Employer identification number

95-1683875
Part I
Identification of Disregarded Entities Complete if the organization answered "Yes" on Form 990, Part IV, line 33.
(a)
Name, address, and EIN (if applicable) of disregarded entity


(b)
Primary activity


 		(c)
Legal domicile (state
or foreign country)

 		(d)
Total income


 		(e)
End-of-year assets


 		(f)
Direct controlling
entity










Part II
Identification of Related Tax-Exempt Organizations Complete if the organization answered "Yes" on Form 990, Part IV, line 34 because it had one or more related tax-exempt organizations during the tax year.
(a)
Name, address, and EIN of related organization


(b)
Primary activity


 		(c)
Legal domicile (state
or foreign country)

 		(d)
Exempt Code section


 		(e)
Public charity status
(if section 501(c)(3))

 		(f)
Direct controlling
entity

 		(g)
Section 512(b)(13) controlled entity?
Yes No
(1) CITY OF HOPE

1500 EAST DUARTE ROAD

DUARTE,CA91010
95-3435919 		FUNDRAISING CA 501(c)(3) 7 NA
 
 
No
(2) BECKMAN RESEARCH INSTITUTE

1450 EAST DUARTE ROAD

DUARTE,CA91010
95-3432210 		RESEARCH CA 501(c)(3) 4 CITY OF HOPE
 
Yes
 
(3) CITY OF HOPE MEDICAL FOUNDATION

1500 E DUARTE ROAD

DUARTE,CA91010
27-4803222 		HEALTHCARE CA 501(c)(3) 3 City of Hope
 
Yes
 








For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 50135Y
Schedule R (Form 990) 2013
Schedule R (Form 990) 2013
Page 2
Part III
Identification of Related Organizations Taxable as a Partnership Complete if the organization answered "Yes" on Form 990, Part IV, line 34 because it had one or more related organizations treated as a partnership during the tax year.
(a)
Name, address, and EIN of
related organization



 		(b)
Primary activity




 		(c)
Legal
domicile
(state or foreign
country)


 		(d)
Direct controlling
entity



 		(e)
Predominant income(related, unrelated, excluded from tax under sections 512-514)

(f)
Share of total income




 		(g)
Share of end-of-year
assets



 		(h)
Disproprtionate allocations?




 		(i)
Code V-UBI
amount in box 20 of
Schedule K-1
(Form 1065)
 		(j)
General or
managing
partner?



 		(k)
Percentage
ownership
Yes No Yes No












Part IV
Identification of Related Organizations Taxable as a Corporation or Trust Complete if the organization answered "Yes" on Form 990, Part IV, line 34 because it had one or more related organizations treated as a corporation or trust during the tax year.
(a)
Name, address, and EIN of
related organization
 		(b)
Primary activity
 		(c)
Legal
domicile
(state or foreign
country)
 		(d)
Direct controlling
entity
 		(e)
Type of entity
(C corp, S corp,
or trust) 		(f)
Share of total income
 		(g)
Share of end-of-year
assets
 		(h)
Percentage
ownership
 		(i)
Section 512(b)(13) controlled entity?
Yes No
(1) ONCOLOGY MANAGEMENT SERVICES INC

1500 EAST DUARTE ROAD
DUARTE,CA91010
33-0557670 		LEASING AGENT CA COHNMC
  		C CORP     100.000 %   No
(2) GENBASIX INC

1500 EAST DUARTE ROAD
DUARTE,CA91010
91-1949357 		GENOMICS DE NA
  		C CORP     100.000 %   No










Schedule R (Form 990) 2013
Schedule R (Form 990) 2013
Page 3
Part V
Transactions With Related Organizations Complete if the organization answered "Yes" on Form 990, Part IV, line 34, 35b, or 36.
Note. Complete line 1 if any entity is listed in Parts II, III, or IV of this schedule.
Yes
No
1 During the tax year, did the orgranization engage in any of the following transactions with one or more related organizations listed in Parts II-IV?
a Receipt of (i) interest (ii) annuities (iii) royalties or (iv) rent from a controlled entity . . . . . . . . . . . . . . . . . . . . . . .
1a
 
No
b Gift, grant, or capital contribution to related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1b
 
No
c Gift, grant, or capital contribution from related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1c
Yes
 
d Loans or loan guarantees to or for related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1d
 
No
e Loans or loan guarantees by related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1e
 
No
f Dividends from related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1f
 
No
g Sale of assets to related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1g
 
No
h Purchase of assets from related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1h
 
No
i Exchange of assets with related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1i
 
No
j Lease of facilities, equipment, or other assets to related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1j
 
No
k Lease of facilities, equipment, or other assets from related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . .
1k
 
No
l Performance of services or membership or fundraising solicitations for related organization(s) . . . . . . . . . . . . . . . . . . . .
1l
Yes
 
m Performance of services or membership or fundraising solicitations by related organization(s) . . . . . . . . . . . . . . . . . . . .
1m
Yes
 
n Sharing of facilities, equipment, mailing lists, or other assets with related organization(s) . . . . . . . . . . . . . . . . . . . . .
1n
Yes
 
o Sharing of paid employees with related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1o
Yes
 
p Reimbursement paid to related organization(s) for expenses . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1p
Yes
 
q Reimbursement paid by related organization(s) for expenses . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1q
Yes
 
r Other transfer of cash or property to related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1r
Yes
 
s Other transfer of cash or property from related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1s
 
No
2
If the answer to any of the above is "Yes," see the instructions for information on who must complete this line, including covered relationships and transaction thresholds.
(a)
Name of related organization 		(b)
Transaction
type (a-s) 		(c)
Amount involved 		(d)
Method of determining amount involved
(1) BECKMAN RESEARCH INSTITUTE OF CITY OF HOPE

 P 11,677,072 FMV
(2) BECKMAN RESEARCH INSTITUTE OF CITY OF HOPE

 N 8,816,367 FMV
(3) BECKMAN RESEARCH INSTITUTE OF CITY OF HOPE

 Q 34,739,550 FMV
(4) BECKMAN RESEARCH INSTITUTE OF CITY OF HOPE

 L 23,914,928 FMV
(5) BECKMAN RESEARCH INSTITUTE OF CITY OF HOPE

 M 338,230 FMV
(6) CITY OF HOPE MEDICAL FOUNDATION

 L 2,992,894 FMV
(7) CITY OF HOPE MEDICAL FOUNDATION

 N 478,850 FMV
(8) CITY OF HOPE MEDICAL FOUNDATION

 Q 3,831,478 FMV
(9) CITY OF HOPE MEDICAL FOUNDATION

 P 1,180,013 FMV
(10) CITY OF HOPE MEDICAL FOUNDATION

 M 50,177,232 FMV
Schedule R (Form 990) 2013
Schedule R (Form 990) 2013
Page 4
Part VI
Unrelated Organizations Taxable as a Partnership Complete if the organization answered "Yes" on Form 990, Part IV, line 37.
Provide the following information for each entity taxed as a partnership through which the organization conducted more than five percent of its activities (measured by total assets or gross revenue) that was not a related organization. See instructions regarding exclusion for certain investment partnerships.
(a)
Name, address, and EIN of entity 		(b)
Primary activity 		(c)
Legal domicile
(state or foreign
country) 		(d)
Predominant income (related, unrelated, excluded from tax under sections 512-514)

(e)
Are all partners
section
501(c)(3)
organizations? 		(f)
Share of total income




 		(g)
Share of
end-of-year
assets 		(h)
Disproprtionate allocations? 		(i)
Code V?UBI
amount in box 20
of Schedule K-1
(Form 1065) 		(j)
General or
managing
partner? 		(k)
Percentage
ownership
Yes No Yes No Yes No






























Schedule R (Form 990) 2013
Schedule R (Form 990) 2013
Page 5
Part VII
Supplemental Information
Provide additional information for responses to questions on Schedule R (see instructions).
Return Reference Explanation
Schedule R (Form 990) 2013
Additional Data


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