Form990


Department of the TreasuryInternal 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)
Do not enter social security numbers on this form as it may be made public.
Go to www.irs.gov/Form990 for instructions and the latest information.
OMB No. 1545-0047
2024
Open to Public Inspection
A For the 2024 calendar year, or tax year beginning 10-01-2024 , and ending 09-30-2025
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
 
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 $ 3,506,821,698
F Name and address of principal officer:
MARCEL VAN DEN BRINK
1500 EAST DUARTE ROAD
DUARTE,CA91010
I
Tax-exempt status: (   ) (insert no.) or
J
Website:
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  
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: TO MAKE HOPE A REALITY FOR ALL TOUCHED BY CANCER AND DIABETES. OUR VISION IS TO CONQUER CANCER AND DIABETES FOR PEOPLE EVERYWHERE BY INTEGRATING SCIENTIFIC DISCOVERY, CLINICAL INGENUITY, AND COMPASSION.
2 Check this box
3 Number of voting members of the governing body (Part VI, line 1a) ........ 3 10
4 Number of independent voting members of the governing body (Part VI, line 1b) ..... 4 10
5 Total number of individuals employed in calendar year 2024 (Part V, line 2a) ...... 5 8,108
6 Total number of volunteers (estimate if necessary) ............. 6 310
7a Total unrelated business revenue from Part VIII, column (C), line 12 ........ 7a 893,558
b Net unrelated business taxable income from Form 990-T, Part I, line 11 ......... 7b 0
Revenues Prior Year Current Year
8 Contributions and grants (Part VIII, line 1h) ......... 55,945,015 60,609,306
9 Program service revenue (Part VIII, line 2g) ......... 2,821,305,871 3,362,874,879
10 Investment income (Part VIII, column (A), lines 3, 4, and 7d ) .... 51,884,877 2,901,140
11 Other revenue (Part VIII, column (A), lines 5, 6d, 8c, 9c, 10c, and 11e) 18,081,244 5,964,426
12 Total revenue—add lines 8 through 11 (must equal Part VIII, column (A), line 12) 2,947,217,007 3,432,349,751
Expenses; 13 Grants and similar amounts paid (Part IX, column (A), lines 1–3 )... 8,611,088 8,000,000
14 Benefits paid to or for members (Part IX, column (A), line 4).....   0
15 Salaries, other compensation, employee benefits (Part IX, column (A), lines 5–10) 1,003,888,141 1,123,621,982
16a Professional fundraising fees (Part IX, column (A), line 11e) .....   0
b Total fundraising expenses (Part IX, column (D), line 25) 0    
17 Other expenses (Part IX, column (A), lines 11a–11d, 11f–24e).... 1,739,637,794 2,156,820,102
18 Total expenses. Add lines 13–17 (must equal Part IX, column (A), line 25) 2,752,137,023 3,288,442,084
19 Revenue less expenses. Subtract line 18 from line 12....... 195,079,984 143,907,667
Net Assets or Fund Balances; Beginning of Current Year End of Year
20 Total assets (Part X, line 16)............. 4,772,431,422 5,405,380,976
21 Total liabilities (Part X, line 26)............. 3,714,873,269 4,202,830,808
22 Net assets or fund balances. Subtract line 21 from line 20..... 1,057,558,153 1,202,550,168
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
Signature of officer Date
Type or print name and title
Paid Preparer Use Only
Print/Type preparer's name
Preparer's signature
Date
PTIN
Firm's name

Firm's EIN
Firm's address



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 (2024)
Form 990 (2024)
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: TO MAKE HOPE A REALITY FOR ALL TOUCHED BY CANCER AND DIABETES. PLEASE SEE SCHEDULE O FOR A CONTINUATION OF OUR MISSION.
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 $ 2,473,831,658 including grants of $ 8,000,000 ) (Revenue $ 3,273,981,658 )
PATIENT CARE: MEDICAL CENTER PROVIDES ACUTE-CARE MEDICAL SERVICES FOR PATIENTS BEING TREATED FOR SOME FORM OF CANCER, INCLUDING LEUKEMIA AND LYMPHOMA, COLORECTAL, PROSTATE, GYNECOLOGIC AND BREAST CANCERS. ALL PATIENTS TREATED AT MEDICAL CENTER BENEFIT FROM THE LATEST TECHNOLOGIES INCLUDING THOSE DERIVED FROM TRANSLATIONAL MEDICINE, ACHIEVED BY COLLABORATION BETWEEN MEMBERS OF THE PATIENT CARE TEAMS AND THE SCIENTIFIC AND BENCH RESEARCH ACTIVITIES PERFORMED THROUGHOUT THE ORGANIZATION. SINCE 1976, MORE THAN 20,000 HEMATOPOIETIC (BLOOD) CELL TRANSPLANTATION PROCEDURES HAVE BEEN PERFORMED AT MEDICAL CENTER TO FIGHT LEUKEMIA, LYMPHOMA, MYELOMA AND OTHER CANCERS, WITH MEDICAL CENTER CELEBRATING 50 YEARS OF ITS LEADING BONE MARROW TRANSPLANT PROGRAM IN 2026. TODAY, MEDICAL CENTER'S CLINICIANS ARE FURTHERING DEVELOPMENT OF STEM CELL TRANSPLANTATION TO TREAT AUTOIMMUNE DISEASES. AS A PIONEER IN ROBOTIC SURGERY FOR RECTAL AND PROSTATE CANCER, AND AN EMERGING LEADER IN ROBOTIC SURGERY FOR HEAD AND NECK CANCERS, MEDICAL CENTER IS A NATIONALLY RECOGNIZED LEADER IN THE FIELD OF MINIMALLY INVASIVE SURGERY. PHYSICIANS AT MEDICAL CENTER HAVE ALSO BROKEN NEW GROUND IN EMPLOYING TARGETED RADIATION TREATMENT TECHNIQUES THAT DELIVER DOSES DIRECTLY TO DISEASED TISSUE, MAXIMIZING CANCER-KILLING TREATMENTS WHILE POTENTIALLY MINIMIZING DAMAGE TO PATIENTS' HEALTHY TISSUE. THE SHERI & LES BILLER PATIENT AND FAMILY RESOURCE CENTER SERVES AS THE INFORMATION HUB ABOUT OUR 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. MEDICAL CENTER PROVIDES FOR SERVICES THROUGH CHARITY CARE ASSISTANCE FOR PATIENTS MEETING CERTAIN FINANCIAL ELIGIBILITY AND CLINICAL CRITERIA AND TO PERSONS WITHOUT INSURANCE OR WHO ARE UNDER-INSURED. MEDICAL CENTER ALSO SUBSIDIZES CARE FOR PATIENTS COVERED BY MEDI-CAL AND MEDICARE.
4b (Code:   ) (Expenses $ 312,431,645 including grants of $ 0 ) (Revenue $ 87,972,374 )
RESEARCH: 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. COUPLED WITH BECKMAN RESEARCH INSTITUTE OF THE CITY OF HOPE (BECKMAN RESEARCH INSTITUTE), MEDICAL CENTER HAS A LONG HISTORY OF SIGNIFICANT RESEARCH CONTRIBUTIONS IN CANCER TREATMENT THERAPIES, DIABETES AND OTHER DISEASES. MEDICAL CENTER CONDUCTS MORE THAN 790 CLINICAL TRIALS ANNUALLY, ENROLLING NEARLY 1 IN 4 PATIENTS. MANY OF THESE TRIALS PROVIDE PATIENTS WITH ACCESS TO THE NEWEST TREATMENT APPROACHES, WHICH HELPS DEVELOP THE STANDARD TREATMENTS OF TOMORROW. FOR INSTANCE, MEDICAL CENTER WAS THE FIRST INSTITUTION IN THE WORLD TO PERFORM A CLINICAL STUDY USING NEURAL STEM CELLS TO TARGET GLIOMA, A DEADLY FORM OF BRAIN CANCER. MEDICAL CENTER HAS BEEN DESIGNATED A NATIONAL CENTER FOR ISLET CELL TRANSPLANTATION. MEDICAL CENTER IS ALSO MAKING MAJOR CONTRIBUTIONS TO THE STUDY OF HIV/AIDS THROUGH RESEARCH INTO HOW TO STOP THE VIRUS' INFECTION OF CELLS. MEDICAL CENTER PROVIDES INSTITUTIONALLY FUNDED RESEARCH GRANTS TO DEVELOP NOVEL IDEAS THAT HAVE NOT YET REACHED A MATURITY LEVEL NECESSARY TO SECURE EXTRAMURAL FUNDING. MEDICAL CENTER FACULTY AND STAFF SERVE AS CONTRIBUTORY MEMBERS FOR NATIONAL POLICY AND REGULATORY ORGANIZATIONS AND 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. 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. SEEKING TO UNDERSTAND THE CAUSES AND RISKS OF CANCER AND DISPARITIES IN CANCER OUTCOMES IN VARIOUS POPULATIONS, POPULATION SCIENCE PERSONNEL EXAMINE AND INVESTIGATE GENETIC MARKERS LINKED TO CANCER RISK, SEEKING TO IMPROVE THE QUALITY OF LIFE FOR CANCER SURVIVORS. THROUGH THE CENTER FOR CANCER SURVIVORSHIP, SPECIALIZED, LONG-TERM FOLLOW-UP CARE IS PROVIDED FOR CANCER SURVIVORS, AND ITS CRITICAL RESEARCH IS SHARED WITH OTHER INSTITUTIONS.
4c (Code:   ) (Expenses $ 46,864,446 including grants of $ 0 ) (Revenue $ 920,847 )
PUBLIC INFORMATION AND EDUCATION: MEDICAL CENTER IS COMMITTED TO SERVING THE COMMUNITY THROUGH EDUCATION AND SUPPORT SERVICES TO INFORM AND EDUCATE THE PUBLIC THROUGH CANCER AWARENESS PROGRAMS, HEALTH EVENTS AND EDUCATIONAL FORUMS FOR COMMUNITY GROUPS AND BUSINESSES. EDUCATION AND PROFESSIONAL DEVELOPMENT ARE IMPORTANT PROGRAMS AT MEDICAL CENTER. THROUGH ROBUST RESIDENCY AND FELLOWSHIP PROGRAMS, MEDICAL CENTER PROVIDES CONSIDERABLE TRAINING AND CONTINUING EDUCATION FOR PHYSICIANS, NURSES AND HEALTH PROFESSIONALS EMPLOYED BY THE MEDICAL CENTER. IN MANY INSTANCES THESE SAME PROGRAMS AND TRAINING ARE EXTENDED TO MEDICAL PROFESSIONALS NOT DIRECTLY AFFILIATED WITH THE MEDICAL CENTER.
4d Other program services (Describe in Schedule O.)
(Expenses $   including grants of $   ) (Revenue $   )
4e Total program service expenses2,833,127,749
Form 990 (2024)
Form 990 (2024)
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
List of Attached Documents:
// Content
.....................
1
Yes
 
2
Is the organization required to complete Schedule B, Schedule of Contributors? See instructions. Click to see attachment
List of Attached Documents:
// Content
...
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 I.............
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
List of Attached Documents:
// Content
.........
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 Rev. Proc. 98-19? If "Yes," complete Schedule C, Part IIIClick to see attachment
List of Attached Documents:
// Content
..
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 I.........................
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 II....
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..............
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 IV..............
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
List of Attached Documents:
// Content
......
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
List of Attached Documents:
// Content
...................
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 VII.......
11b
 
No
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 VIII.......
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
List of Attached Documents:
// Content
............
11d
Yes
 
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
List of Attached Documents:
// Content
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
List of Attached Documents:
// Content
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......................
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
List of Attached Documents:
// Content
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
Yes
 
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
List of Attached Documents:
// Content
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 IV.....
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...
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
List of Attached Documents:
// Content
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 attachment
List of Attached Documents:
// Content
20b
Yes
 
21
Did the organization report more than $5,000 of grants or other assistance to any domestic organization or domestic government on Part IX, column (A), line 1? If “Yes,” complete Schedule I, Parts I and II.....Click to see attachment
List of Attached Documents:
// Content
21
Yes
 
Form 990 (2024)
Form 990 (2024)
Page 4
Part IV
Checklist of Required Schedules (continued)
Yes
No
22
Did the organization report more than $5,000 of grants or other assistance to or for domestic individuals 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
List of Attached Documents:
// Content
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 list of attachments
List of Attached Documents:
// Content
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), 501(c)(4), and 501(c)(29) 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 or 22 for receivables from or payables to any current or former officer, director, trustee, key employee, creator or founder, substantial contributor, or 35% controlled entity or family member of any of these persons? If "Yes," complete Schedule L, Part II...........
26
 
No
27
Did the organization provide a grant or other assistance to any current or former officer, director, trustee, key employee, creator or founder, substantial contributor, or employee thereof, a grant selection committee member, or to a 35% controlled entity (including an employee thereof) 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 the Schedule L, Part IV instructions for applicable filing thresholds, conditions, and exceptions):
a
A current or former officer, director, trustee, key employee, creator or founder, or substantial contributor? If "Yes," complete Schedule L, Part IV......................
28a
 
No
b
A family member of any individual described in line 28a? If "Yes," complete Schedule L, Part IV.....
28b
 
No
c
A 35% controlled entity of one or more individuals and/or organizations described in line 28a or 28b? 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............
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
List of Attached Documents:
// Content
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
List of Attached Documents:
// Content
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.............
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 VI
37
 
No
38
Did the organization complete Schedule O and provide explanations on Schedule O for Part VI, lines 11b and 19? Note. All Form 990 filers are required to complete Schedule O. ............
38
Yes
 
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
533
b
Enter the number of Forms W-2G included on 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
 
Form 990 (2024)
Form 990 (2024)
Page 5
Part V
Statements Regarding Other IRS Filings and Tax Compliance (continued)
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
8,108
b
If at least one is reported on line 2a, did the organization file all required federal employment tax returns?
2b
Yes
 
3a
Did the organization have unrelated business gross income of $1,000 or more during the year?...
3a
Yes
 
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
Yes
 
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
 
No
b
If "Yes," enter the name of the foreign country:
See instructions for filing requirements for FinCEN Form 114, Report of Foreign Bank and Financial Accounts (FBAR).
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. Did a donor advised fund maintained by the sponsoring organization have excess business holdings at any time during the year? ........
8
 
 
9
Sponsoring organizations maintaining donor advised funds.
a
Did the sponsoring organization make any taxable distributions under section 4966?........
9a
 
 
b
Did the sponsoring 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
 
 
15
Is the organization subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or excess parachute payment(s) during the year? ....................
If "Yes," see the instructions and file Form 4720, Schedule N.
15
Yes
 
16
Is the organization an educational institution subject to the section 4968 excise tax on net investment income? ..
If "Yes," complete Form 4720, Schedule O.
16
 
No
17
Section 501(c)(21) organizations. Did the trust, or any disqualified or other person engage in any activities that would result in the imposition of an excise tax under section 4951, 4952, or 4953? ..
If "Yes," complete Form 6069.
17
 
 
Form 990 (2024)
Form 990 (2024)
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
10
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
10
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
 
No
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
 
No
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
 
No
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 on 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 on 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 on 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
Yes
 
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
Yes
 
Section C. Disclosure
17
List the states with which a copy of this Form 990 is required to be filed
CA
18
Section 6104 requires an organization to make its Form 1023 (1024 or 1024-A, if applicable), 990, and 990-T (section 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, address, and telephone number of the person who possesses the organization's books and records:
YVETTE TREMONTI1500 EAST DUARTE ROAD   DUARTE,CA91010 (626) 256-4673
Form 990 (2024)
Form 990 (2024)
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 the 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, box 6 of Form 1099-MISC, and/or box 1 of Form 1099-NEC) 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.

See the instructions for the order in which to list the persons above.
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/1099-NEC) 		(E)
Reportable compensation from related organizations (W-2/1099-MISC/1099-NEC) 		(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) MORGAN CHU ESQ......................................................................
DIRECTOR & CHAIR OF THE BOARD
 2.0
.................
13.0 		X   X       0 0 0
(2) ADRIENNE WHITE-FAINES......................................................................
DIRECTOR
 2.0
.................
4.0 		X           0 0 0
(3) ALEX HERRERA MD......................................................................
DIRECTOR
 2.0
.................
0 		X           0 0 0
(4) ANNA PAWLOWSKA MD......................................................................
DIRECTOR
 2.0
.................
0 		X           0 0 0
(5) CLARKE ANDERSON MD......................................................................
DIRECTOR
 2.0
.................
0 		X           0 0 0
(6) EDDY HARTENSTEIN......................................................................
DIRECTOR
 2.0
.................
0 		X           0 0 0
(7) ERNEST HAN MD PHD......................................................................
DIRECTOR
 2.0
.................
0 		X           0 0 0
(8) EVAN S LAMBERG......................................................................
DIRECTOR
 2.0
.................
0 		X           0 0 0
(9) LALEH MELSTROM MD......................................................................
DIRECTOR
 2.0
.................
0 		X           0 0 0
(10) SHERI BILLER......................................................................
DIRECTOR
 2.0
.................
0 		X           0 0 0
(11) STEVEN B FINK......................................................................
DIRECTOR
 2.0
.................
12.0 		X           0 0 0
(12) SUMANTA PAL MD......................................................................
DIRECTOR
 2.0
.................
0 		X           0 0 0
(13) TANYA DORFF MD......................................................................
DIRECTOR
 2.0
.................
0 		X           0 0 0
(14) CRISTIN OCALLAHAN......................................................................
SECRETARY/GENERAL COUNSEL
 11.0
.................
49.0 		    X       271,010 1,084,041 250,963
(15) DONALD J MATTHEWSON......................................................................
ASSISTANT TREASURER/VP, TREASURY & FINANCIAL STRATEGY
 12.0
.................
48.0 		    X       123,785 495,140 40,195
(16) JO ANN ESCASA-HAIGH......................................................................
ASSISTANT TREASURER/CHIEF BUSINESS OFFICER
 16.0
.................
44.0 		    X       497,537 1,492,612 257,551
(17) MARCELLUS R VAN DEN BRINK MD PHD......................................................................
PRESIDENT & CHF PHYS EXEC
 47.0
.................
13.0 		    X       1,760,027 440,005 369,982
Form 990 (2024)
Form 990 (2024)
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/1099-NEC) 		(E)
Reportable compensation from related organizations (W-2/1099-MISC/1099-NEC) 		(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) YVETTE TREMONTI........................................................................
TREASURER/CHIEF FINANCIAL OFFICER
 11.0
.......................49.0 		    X       172,829 691,315 88,040
(19) ANGELIQUE RICHARD........................................................................
CHIEF OPERATING OFFICER
 57.0
.......................3.0 		      X     819,667 25,350 68,855
(20) ANNETTE M WALKER........................................................................
PRESIDENT OF COH OC CANCER CTR
 39.0
.......................21.0 		      X     1,218,265 655,988 275,724
(21) DEBRA F FIELDS........................................................................
EXEC VP & CHIEF TRANSFORMATION OFC
 15.0
.......................45.0 		      X     483,298 1,449,894 295,329
(22) JOHN D CARPTEN........................................................................
CHF SCI OFF, BRI DIR, CANC CTR DIR
 18.0
.......................42.0 		      X     400,172 933,735 229,975
(23) KEVIN MANEMANN........................................................................
EVP & CHIEF INTEGRATION OFFCR
 21.0
.......................39.0 		      X     626,513 1,163,526 227,089
(24) MARC STEWART MD........................................................................
CHIEF MEDICAL OFFICER
 60.0
.......................0 		      X     669,154 0 63,887
(25) ROBERT W STONE........................................................................
PRESIDENT & CEO
 18.0
.......................42.0 		      X     1,825,695 4,259,955 1,030,210
(26) SIMON NAZARIAN........................................................................
CHIEF DIGITAL OFFICER
 15.0
.......................45.0 		      X     224,220 672,660 38,928
(27) SUSAN J BROWN........................................................................
SVP CHIEF NURSING & PATIENT SVCS OFC
 60.0
.......................0 		      X     1,037,678 0 66,778
(28) VIJAY TRISAL MD........................................................................
SYSTEM CHIEF CLINICAL OFFICER
 48.0
.......................12.0 		      X     1,009,243 249,162 131,514
(29) VINCENT D JENSEN........................................................................
COHMF CHIEF EXECUTIVE
 21.0
.......................39.0 		      X     414,860 770,455 108,635
(30) ASHLEY BAKER LEE........................................................................
SVP, RESEARCH OPERATIONS
 12.0
.......................48.0 		        X   226,311 905,243 98,418
(31) EDWARD S KIM........................................................................
DIRECTOR, SYSTEM CLIN TRIALS
 45.0
.......................17.0 		        X   1,218,644 406,215 111,694
(32) HARLAN ALCON LEVINE........................................................................
PRES, HLTH INNOVATION & POLICY
 18.0
.......................42.0 		        X   661,552 1,543,623 291,670
(33) KRISTIN BERTELL........................................................................
CHIEF PHILANTHROPY OFFICER
 2.0
.......................58.0 		        X   45,571 1,335,377 240,476
(34) STEPHEN GRUBER........................................................................
DIR, CENTER FOR PRECISION MED
 60.0
.......................0 		        X   1,238,942 0 35,261
(35) JENNIFER PARKHURST........................................................................
FORMER OFFICER
 0.0
.......................0.0 		          X 302,999 908,996 38,026
(36) MARK HULSE........................................................................
FORMER CHIEF DIGITAL OFFICER
 0.0
.......................0.0 		          X 74,427 223,281 15,439
(37) MICHAEL A CALIGIURI MD........................................................................
FORMER PRESIDENT & PHYS-IN-CHIEF, NMC
 54.0
.......................6.0 		          X 536,069 59,563 29,133
1b Sub-Total..............
c Total from continuation sheets to Part VII, Section A..
d Total (add lines 1b and 1c)......... 15,858,468 19,766,136 4,403,772
2
Total number of individuals (including but not limited to those listed above) who received more than $100,000 of reportable compensation from the organization 3,175
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
SPECIALTY PHARMACEUTICAL SERVICES

28390 NETWORK PL
CHICAGO,IL60673 		PHARMACEUTICAL SERVICES 93,460,713
HENSEL PHELPS CONSTRUCTION CO

18850 VON KARMAN AVE STE 100
IRVINE,CA92612 		CONSTRUCTION SERVICES 67,332,737
DPR CONSTRUCTION A GENERAL PARTNERSHIP

4665 MACARTHUR CT STE 100
NEWPORT BEACH,CA92660 		CONSTRUCTION SERVICES 24,516,547
NATIONAL MARROW DONOR PROGRAM CORP

500 N 5TH ST
MINNEAPOLIS,MN55401 		MARROW SEARCH/PROCUREMENT 22,009,883
MCKESSON SPECIALTY CARE DISTRIBUTION

15212 COLLECTIONS CTR DR
CHICAGO,IL60693 		SPECIALTY CARE SERVICES 17,776,495
2
Total number of independent contractors (including but not limited to those listed above) who received more than $100,000 of compensation from the organization 497
Form 990 (2024)
Form 990 (2024)
Page 9
Part VIII
Statement of Revenue
Check if Schedule O contains a response or note to any line in this Part VIII.............
(A)
Total revenue 		(B)
Related or
exempt
function
revenue 		(C)
Unrelated
business
revenue 		(D)
Revenue
excluded from
tax under sections
512 - 514
Contributions, Gifts, Grants, and OtherAmt Similar Amounts 1a Federated campaigns..1a  
b Membership dues..1b  
c Fundraising events..1c  
d Related organizations1d 58,684,218
e Government grants (contributions)1e 770,603
f All other contributions, gifts, grants, and similar amounts not included above1f 1,154,485
g Noncash contributions included in lines 1a - 1f:$ 1g  
h Total. Add lines 1a-1f....... 60,609,306
Program Service RevenueAmt Business Code
2a NET PATIENT REVENUE 621110 3,223,213,210 3,223,213,210    
b RESEARCH & CLINICAL TRIAL REVENUE 621110 87,972,374 87,972,374    
c LEASED EMPLOYEE REVENUE 900099 25,400,318 25,400,318    
d OTHER EXEMPT FUNCTION REVENUE 621110 13,137,514 13,137,514    
e OTHER PATIENT ANCILLARY REVENUE 621110 7,320,644 7,320,644    
f All other program service revenue. 5,830,819 5,830,819 0 0
g Total. Add lines 2a–2f ..... 3,362,874,879
OtherAmtRevenueAmt 3 Investment income (including dividends, interest, and othersimilar amounts) ...... 3,033,036     3,033,036
4 Income from investment of tax-exempt bond proceeds        
5 Royalties...........        
(i) Real (ii) Personal
6a Gross rents 6a    
b Less: rental expenses 6b    
c Rental income or (loss) 6c 0 0
d Net rental income or (loss).......        
(i) Securities (ii) Other
7a Gross amount from sales of assets other than inventory 7a 74,340,051  
b Less: cost or other basis and sales expenses 7b 74,471,947  
c Gain or (loss) 7c -131,896 0
d Net gain or (loss)......... -131,896     -131,896
8a Gross income from fundraising events (not including $   of contributions reported on line 1c). See Part IV, line 18 ....
8a  
b Less: direct expenses ... 8b  
c Net income or (loss) from fundraising events..      
9a Gross income from gaming activities.
See Part IV, line 19 ...
9a  
b Less: direct expenses ... 9b  
c Net income or (loss) from gaming activities..        
10a Gross sales of inventory, less
returns and allowances ..
10a  
b Less: cost of goods sold .. 10b  
c Net income or (loss) from sales of inventory..        
OtherRevenueMiscAmt
Business Code
11a CAFETERIA SALES AND HOTEL 900099 5,316,628   893,558 4,423,070
b OTHER MISC. REVENUE 900099 647,798     647,798
c            
d All other revenue .... 0 0 0 0
e Total. Add lines 11a–11d ...... 5,964,426
12 Total revenue. See instructions..... 3,432,349,751 3,362,874,879 893,558 7,972,008
Form 990 (2024)
Form 990 (2024)
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 domestic organizations and domestic governments. See Part IV, line 21 .... 8,000,000 8,000,000
2 Grants and other assistance to domestic individuals. See Part IV, line 22 ...........    
3 Grants and other assistance to foreign organizations, foreign governments, and foreign individuals. See Part IV, lines 15 and 16. .............    
4 Benefits paid to or for members .......    
5 Compensation of current officers, directors, trustees, and key employees ........... 12,149,034 9,819,080 2,329,954  
6 Compensation not included above, to disqualified persons (as defined under section 4958(f)(1)) and persons described in section 4958(c)(3)(B) .........        
7 Other salaries and wages........ 903,029,259 729,845,427 173,183,832  
8 Pension plan accruals and contributions (include section 401(k) and 403(b) employer contributions) .... 35,235,625 28,478,102 6,757,523  
9 Other employee benefits ....... 104,029,919 84,078,960 19,950,959  
10 Payroll taxes ........... 69,178,145 55,911,093 13,267,052  
11 Fees for services (non-employees):        
a Management ......        
b Legal ......... 4,158,908   4,158,908  
c Accounting ........... 899,722   899,722  
d Lobbying ........... 703,230   703,230  
e Professional fundraising services. See Part IV, line 17    
f Investment management fees ...... 1,595,863   1,595,863  
g Other (If line 11g amount exceeds 10% of line 25, column (A) amount, list line 11g expenses on Schedule O) 331,710,166 241,085,529 90,624,637 0
12 Advertising and promotion .... 21,155,763 13,875,183 7,280,580  
13 Office expenses ....... 35,644,599 30,166,293 5,478,306  
14 Information technology ...... 66,493,098 47,252,289 19,240,809  
15 Royalties .. 8,250 5,353 2,897  
16 Occupancy ........... 42,506,301 27,580,430 14,925,871  
17 Travel ............ 8,066,868 5,416,664 2,650,204  
18 Payments of travel or entertainment expenses for any federal, state, or local public officials .        
19 Conferences, conventions, and meetings .... 2,565,148 1,670,163 894,985  
20 Interest ........... 107,265,734 93,676,952 13,588,782  
21 Payments to affiliates .......        
22 Depreciation, depletion, and amortization .. 133,668,375 106,353,824 27,314,551  
23 Insurance ... 5,692,174 3,693,396 1,998,778  
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 PHARMACEUTICALS 1,089,264,129 1,089,264,129    
b MEDICAL SUPPLIES & EQUIPMENT 185,137,564 185,137,564    
c REPAIRS & MAINTENANCE 53,084,649 10,207,689 42,876,960  
d HOSPITAL PROVIDER FEE 51,280,400 51,280,400    
e All other expenses 15,919,161 10,329,229 5,589,932 0
25 Total functional expenses. Add lines 1 through 24e 3,288,442,084 2,833,127,749 455,314,335 0
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 if following SOP 98-2 (ASC 958-720).        
Form 990 (2024)
Form 990 (2024)
Page 11
Part X
Balance Sheet
Check if Schedule O contains a response or note to any line in this Part IX..............
(A)
Beginning of year 		(B)
End of year
Assets 1 Cash–non-interest-bearing ........ 226,342,710 1 157,019,727
2 Savings and temporary cash investments ......... 71,891,842 2 11,086,237
3 Pledges and grants receivable, net ...... 106,138 3 196,832
4 Accounts receivable, net ............. 625,005,451 4 638,638,371
5 Loans and other receivables from any current or former officer, director, trustee, key employee, creator or founder, substantial contributor, or 35% controlled entity or family member of any of these persons .......
0 5 0
6 Loans and other receivables from other disqualified persons (as defined under section 4958(f)(1)), and persons described in section 4958(c)(3)(B) ...
0 6 0
7 Notes and loans receivable, net ........... 4,654,465 7 4,041,327
8 Inventories for sale or use ............ 43,684,452 8 63,094,984
9 Prepaid expenses and deferred charges ...... 28,085,298 9 26,891,718
10a Land, buildings, and equipment: cost or other basis. Complete Part VI of Schedule D 10a 3,322,542,366
b Less: accumulated depreciation 10b 1,273,461,273 1,952,801,198 10c 2,049,081,093
11 Investments—publicly traded securities . 411,311 11 0
12 Investments—other securities. See Part IV, line 11 ..... 14,857,647 12 15,381,397
13 Investments—program-related. See Part IV, line 11 .. 549,999 13 549,999
14 Intangible assets ...............   14  
15 Other assets. See Part IV, line 11 ........... 1,804,040,911 15 2,439,399,291
16 Total assets. Add lines 1 through 15 (must equal line 33)... 4,772,431,422 16 5,405,380,976
Liabilities 17 Accounts payable and accrued expenses ..... 425,134,243 17 389,430,554
18 Grants payable ... 0 18 0
19 Deferred revenue ......... 30,436 19 5,603
20 Tax-exempt bond liabilities ......... 520,010,158 20 324,268,530
21 Escrow or custodial account liability. Complete Part IV of Schedule D 0 21 0
22 Loans and other payables to any current or former officer, director, trustee, key employee, creator or founder, substantial contributor, or 35% controlled entity or family member of any of these persons .........
0 22 0
23 Secured mortgages and notes payable to unrelated third parties .. 1,200,000,000 23 1,642,100,000
24 Unsecured notes and loans payable to unrelated third parties .. 5,728,677 24 195,159,712
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 1,563,969,755 25 1,651,866,409
26 Total liabilities. Add lines 17 through 25.. 3,714,873,269 26 4,202,830,808
Net Assets or Fund Balance Organizations that follow FASB ASC 958, check here and complete lines 27, 28, 32, and 33.
27 Net assets without donor restrictions .......... 1,057,558,153 27 1,202,550,168
28 Net assets with donor restrictions ...........   28  
Organizations that do not follow FASB ASC 958, check here right arrow and complete lines 29 through 33.
29 Capital stock or trust principal, or current funds .....   29  
30 Paid-in or capital surplus, or land, building or equipment fund ...   30  
31 Retained earnings, endowment, accumulated income, or other funds   31  
32 Total net assets or fund balances ........... 1,057,558,153 32 1,202,550,168
33 Total liabilities and net assets/fund balances ........ 4,772,431,422 33 5,405,380,976
Form 990 (2024)
Form 990 (2024)
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
3,432,349,751
2
Total expenses (must equal Part IX, column (A), line 25) ............
2
3,288,442,084
3
Revenue less expenses. Subtract line 2 from line 1 ..............
3
143,907,667
4
Net assets or fund balances at beginning of year (must equal Part X, line 32, column (A)) ..
4
1,057,558,153
5
Net unrealized gains (losses) on investments ...............
5
1,084,348
6
Donated services and use of facilities .................
6
0
7
Investment expenses .....................
7
0
8
Prior period adjustments .....................
8
0
9
Other changes in net assets or fund balances (explain in Schedule O) ........
9
0
10
Net assets or fund balances at end of year. Combine lines 3 through 9 (must equal Part X, line 32, column (B))
10
1,202,550,168
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 on
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 Uniform Guidance, 2 C.F.R. Part 200, Subpart F?
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 (2024)
Form 990 (2024)
Additional Data


Software ID: 24020961
Software Version: 2024v5.1
Form 990, Special Condition Description:
Special Condition Description
SCHEDULE A
(Form 990)

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 Go to www.irs.gov/Form990 for instructions and the latest information.
OMB No. 1545-0047
2024
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 12, check only one box.)
1
2
3
4
5
6
7
8
9
10
11
12
a
b
c
d
e
f
Enter the number of supported organizations ...............................  
g
Provide the following information about the supported organization(s).
(i) Name of supported organization (ii) EIN (iii) Type of organization (described on lines 1- 10 above (see instructions)) (iv) Is the organization listed in your governing document? (v) Amount of monetary support (see instructions) (vi) Amount of other support (see instructions)
Yes No
Total
 
   
For Paperwork Reduction Act Notice, see the Instructions for
Form 990 or 990-EZ.
Cat. No. 11285F
Schedule A (Form 990) 2024

Schedule A (Form 990) 2024
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 failed 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) 2020 (b) 2021 (c) 2022 (d) 2023 (e) 2024 (f) Total
1 Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grant.") ..            
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) 2020 (b) 2021 (c) 2022 (d) 2023 (e) 2024 (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 VI.)..            
11 Total support. Add lines 7 through 10  
12
12
 
13
First 5 years. If the Form 990 is for the organization's first, second, third, fourth, or fifth tax year as a section 501(c)(3) organization, check this box and stop here ........................................right arrow
Section C. Computation of Public Support Percentage
14
14
 
15
15
 
16a
33 1/3% support test—2024. If the organization did not check the box on line 13, and line 14 is 33 1/3% or more, check this box
and stop here. The organization qualifies as a publicly supported organization .......................right arrow
b
33 1/3% support test—2023. If the organization did not check a box on line 13 or 16a, and line 15 is 33 1/3% or more, check this
box and stop here. The organization qualifies as a publicly supported organization ..................... right arrow
17a
10%-facts-and-circumstances test—2024. If the organization did not check a box on line 13, 16a, or 16b, and line 14 is 10% or more, and if the organization meets the "facts-and-circumstances" test, check this box and stop here. Explain in Part VI how the organization meets the "facts-and-circumstances" test. The organization qualifies as a publicly supported organization ............ right arrow
b
10%-facts-and-circumstances test—2023. If the organization did not check a box on line 13, 16a, 16b, or 17a, and line 15 is 10% or more, and if the organization meets the "facts-and-circumstances" test, check this box and stop here. Explain in Part VI how the organization meets the "facts-and-circumstances" test. The organization qualifies as a publicly supported organization ............ right arrow
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) 2024

Schedule A (Form 990) 2024
Page 3
Part III
Support Schedule for Organizations Described in Section 509(a)(2)
(Complete only if you checked the box on line 10 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) 2020 (b) 2021 (c) 2022 (d) 2023 (e) 2024 (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) 2020 (b) 2021 (c) 2022 (d) 2023 (e) 2024 (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 on 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 VI.) ..            
13 Total support. (Add lines 9, 10c, 11, and 12.)..            
14
First 5 years. If the Form 990 is for the organization's first, second, third, fourth, or fifth tax year as a section 501(c)(3) organization, check this box and stop here................................................. right arrow
Section C. Computation of Public Support Percentage
15
15
 
16
16
 
Section D. Computation of Investment Income Percentage
17
17
 
18
18
 
19a
33 1/3% support tests-2024. If the organization did not check the box on line 14, and line 15 is more than 33 1/3%, and line 17 is not more than 33 1/3%, check this box and stop here. The organization qualifies as a publicly supported organization ....... right arrow
b
33 1/3 % support tests—2023. If the organization did not check a box on line 14 or line 19a, and line 16 is more than 33 1/3% and line 18 is not more than 33 1/3%, check this box and stop here. The organization qualifies as a publicly supported organization ..... right arrow
20
Private foundation. If the organization did not check a box on line 14, 19a, or 19b, check this box and see instructions .... right arrow
Schedule A (Form 990) 2024

Schedule A (Form 990) 2024
Page 4
Part IV
Supporting Organizations
(Complete only if you checked a box on line 12 of Part I. If you checked box 12a, of Part I, complete Sections A and B. If you checked box 12b, of Part I, complete Sections A and C. If you checked box 12c, of Part I, complete Sections A, D, and E. If you checked box12d, of Part I, complete Sections A and D, and complete Part V.)
Section A. All Supporting Organizations
Yes
No
1
Are all of the organization’s supported organizations listed by name in the organization’s governing documents?
If "No," describe in Part VI how the supported organizations are designated. If designated by class or purpose,
describe the designation. If historic and continuing relationship, explain.
1
 
 
2
Did the organization have any supported organization that does not have an IRS determination of status under section 509(a)(1) or (2)? If "Yes," explain in Part VI how the organization determined that the supported organization was described in section 509(a)(1) or (2).
2
 
 
3a
Did the organization have a supported organization described in section 501(c)(4), (5), or (6)? If "Yes," answer lines 3b and 3c below.
3a
 
 
b
Did the organization confirm that each supported organization qualified under section 501(c)(4), (5), or (6) and satisfied the public support tests under section 509(a)(2)? If "Yes," describe in Part VI when and how the organization made the determination.
3b
 
 
c
Did the organization ensure that all support to such organizations was used exclusively for section 170(c)(2)(B) purposes? If "Yes," explain in Part VI what controls the organization put in place to ensure such use.
3c
 
 
4a
Was any supported organization not organized in the United States ("foreign supported organization")? If “Yes” and if you checked box 12a or 12b in Part I, answer lines 4b and 4c below.
4a
 
 
b
Did the organization have ultimate control and discretion in deciding whether to make grants to the foreign supported organization? If “Yes,” describe in Part VI how the organization had such control and discretion despite being controlled or supervised by or in connection with its supported organizations.
4b
 
 
c
Did the organization support any foreign supported organization that does not have an IRS determination under sections 501(c)(3) and 509(a)(1) or (2)? If “Yes,” explain in Part VI what controls the organization used to ensure that all support to the foreign supported organization was used exclusively for section 170(c)(2)(B) purposes.
4c
 
 
5a
Did the organization add, substitute, or remove any supported organizations during the tax year? If “Yes,” answer lines 5b and 5c below (if applicable). Also, provide detail in Part VI, including (i) the names and EIN numbers of the supported organizations added, substituted, or removed; (ii) the reasons for each such action; (iii) the authority under the organization's organizing document authorizing such action; and (iv) how the action was accomplished (such as by amendment to the organizing document).
5a
 
 
b
Type I or Type II only. Was any added or substituted supported organization part of a class already designated in the organization's organizing document?
5b
 
 
c
Substitutions only. Was the substitution the result of an event beyond the organization's control?
5c
 
 
6
Did the organization provide support (whether in the form of grants or the provision of services or facilities) to anyone other than (i) its supported organizations, (ii) individuals that are part of the charitable class benefited by one or more of its supported organizations, or (iii) other supporting organizations that also support or benefit one or more of the filing organization’s supported organizations? If “Yes,” provide detail in Part VI.
6
 
 
7
Did the organization provide a grant, loan, compensation, or other similar payment to a substantial contributor (defined in section 4958(c)(3)(C)), a family member of a substantial contributor, or a 35% controlled entity with regard to a substantial contributor? If “Yes,” complete Part I of Schedule L (Form 990) .
7
 
 
8
Did the organization make a loan to a disqualified person (as defined in section 4958) not described on line 7? If “Yes,” complete Part I of Schedule L (Form 990).
8
 
 
9a
Was the organization controlled directly or indirectly at any time during the tax year by one or more disqualified persons, as defined in section 4946 (other than foundation managers and organizations described in section 509(a)(1) or (2))? If “Yes,” provide detail in Part VI.
9a
 
 
b
Did one or more disqualified persons (as defined on line 9a) hold a controlling interest in any entity in which the supporting organization had an interest? If “Yes,” provide detail in Part VI.
9b
 
 
c
Did a disqualified person (as defined on line 9a) have an ownership interest in, or derive any personal benefit from, assets in which the supporting organization also had an interest? If “Yes,” provide detail in Part VI.
9c
 
 
10a
Was the organization subject to the excess business holdings rules of section 4943 because of section 4943(f) (regarding certain Type II supporting organizations, and all Type III non-functionally integrated supporting organizations)? If “Yes,” answer line 10b below.
10a
 
 
b
Did the organization have any excess business holdings in the tax year? (Use Schedule C, Form 4720, to determine whether the organization had excess business holdings).
10b
 
 
Schedule A (Form 990) 2024

Schedule A (Form 990) 2024
Page 5
Part IV
Supporting Organizations (continued)
Yes
No
11
Has the organization accepted a gift or contribution from any of the following persons?
a
A person who directly or indirectly controls, either alone or together with persons described on lines 11b and 11c below, the governing body of a supported organization?
11a
 
 
b
A family member of a person described on 11a above?
11b
 
 
c
A 35% controlled entity of a person described on line 11a or 11b above? If “Yes” to 11a, 11b, or 11c, provide detail in Part VI.
11c
 
 
Section B. Type I Supporting Organizations
Yes
No
1
Did the officers, directors, trustees, or membership of one or more supported organizations have the power to regularly appoint or elect at least a majority of the organization’s directors or trustees at all times during the tax year? If “No,” describe in Part VI how the supported organization(s) effectively operated, supervised, or controlled the organization’s activities. If the organization had more than one supported organization, describe how the powers to appoint and/or remove directors or trustees were allocated among the supported organizations and what conditions or restrictions, if any, applied to such powers during the tax year.
1
 
 
2
Did the organization operate for the benefit of any supported organization other than the supported organization(s) that operated, supervised, or controlled the supporting organization? If “Yes,” explain in Part VI how providing such benefit carried out the purposes of the supported organization(s) that operated, supervised or controlled the supporting organization.
2
 
 
Section C. Type II Supporting Organizations
Yes
No
1
Were a majority of the organization’s directors or trustees during the tax year also a majority of the directors or trustees of each of the organization’s supported organization(s)? If “No,” describe in Part VI how control or management of the supporting organization was vested in the same persons that controlled or managed the supported organization(s).
1
 
 
Section D. All Type III Supporting Organizations
Yes
No
1
Did the organization provide to each of its supported organizations, by the last day of the fifth month of the organization’s tax year, (i) a written notice describing the type and amount of support provided during the prior tax year, (ii) a copy of the Form 990 that was most recently filed as of the date of notification, and (iii) copies of the organization’s governing documents in effect on the date of notification, to the extent not previously provided?
1
 
 
2
Were any of the organization’s officers, directors, or trustees either (i) appointed or elected by the supported organization(s) or (ii) serving on the governing body of a supported organization? If "No," explain in Part VI how the organization maintained a close and continuous working relationship with the supported organization(s).
2
 
 
3
By reason of the relationship described in line 2 above, did the organization’s supported organizations have a significant voice in the organization’s investment policies and in directing the use of the organization’s income or assets at all times during the tax year? If "Yes," describe in Part VI the role the organization’s supported organizations played in this regard.
3
 
 
Section E. Type III Functionally-Integrated Supporting Organizations
1
Check the box next to the method that the organization used to satisfy the Integral Part Test during the year (see instructions):
a
b
c
2
Activities Test. Answer lines 2a and 2b below.
Yes
No
a
Did substantially all of the organization’s activities during the tax year directly further the exempt purposes of the supported organization(s) to which the organization was responsive? If "Yes," then in Part VI identify those supported organizations and explain how these activities directly furthered their exempt purposes, how the organization was responsive to those supported organizations, and how the organization determined that these activities constituted substantially all of its activities.
2a
 
 
b
Did the activities described on line 2a, above constitute activities that, but for the organization’s involvement, one or more of the organization’s supported organization(s) would have been engaged in? If "Yes," explain in Part VI the reasons for the organization’s position that its supported organization(s) would have engaged in these activities but for the organization’s involvement.
2b
 
 
3
Parent of Supported Organizations. Answer lines 3a and 3b below.
a
Did the organization have the power to regularly appoint or elect a majority of the officers, directors, or trustees of each of the supported organizations?If "Yes" or "No", provide details in Part VI.
3a
 
 
b
Did the organization exercise a substantial degree of direction over the policies, programs and activities of each of its supported organizations? If "Yes," describe in Part VI. the role played by the organization in this regard.
3b
 
 
Schedule A (Form 990) 2024

Schedule A (Form 990) 2024
Page 6
Part V
Type III Non-Functionally Integrated 509(a)(3) Supporting Organizations
1
Section A - Adjusted Net Income (A) Prior Year (B) Current Year
(optional)
1 Net short-term capital gain 1    
2 Recoveries of prior-year distributions 2    
3 Other gross income (see instructions) 3    
4 Add lines 1 through 3 4    
5 Depreciation and depletion 5    
6 Portion of operating expenses paid or incurred for production or collection of gross income or for management, conservation, or maintenance of property held for production of income (see instructions) 6    
7 Other expenses (see instructions) 7    
8 Adjusted Net Income (subtract lines 5, 6 and 7 from line 4) 8    
Section B - Minimum Asset Amount (A) Prior Year (B) Current Year
(optional)
1 Aggregate fair market value of all non-exempt-use assets (see instructions for short tax year or assets held for part of year): 1
a Average monthly value of securities 1a    
b Average monthly cash balances 1b    
c Fair market value of other non-exempt-use assets 1c    
d Total (add lines 1a, 1b, and 1c) 1d    
e Discount claimed for blockage or other factors
(explain in detail in Part VI):  
2 Acquisition indebtedness applicable to non-exempt use assets 2    
3 Subtract line 2 from line 1d 3    
4 Cash deemed held for exempt use. Enter 0.015 of line 3 (for greater amount, see instructions). 4    
5 Net value of non-exempt-use assets (subtract line 4 from line 3) 5    
6 Multiply line 5 by 0.035 6    
7 Recoveries of prior-year distributions 7    
8 Minimum Asset Amount (add line 7 to line 6) 8    
Section C - Distributable Amount Current Year
1 Adjusted net income for prior year (from Section A, line 8, Column A) 1  
2 Enter 85% of line 1 2  
3 Minimum asset amount for prior year (from Section B, line 8, Column A) 3  
4 Enter greater of line 2 or line 3 4  
5 Income tax imposed in prior year 5  
6 Distributable Amount. Subtract line 5 from line 4, unless subject to emergency temporary reduction (see instructions) 6  
7
Schedule A (Form 990) 2024

Schedule A (Form 990) 2024
Page 7
Part V
Type III Non-Functionally Integrated 509(a)(3) Supporting Organizations(continued)
Section D - Distributions Current Year
1 Amounts paid to supported organizations to accomplish exempt purposes 1  
2 Amounts paid to perform activity that directly furthers exempt purposes of supported organizations, in
excess of income from activity 		2  
3 Administrative expenses paid to accomplish exempt purposes of supported organizations 3  
4 Amounts paid to acquire exempt-use assets 4  
5 Qualified set-aside amounts (prior IRS approval required - provide details in Part VI) 5  
6 Other distributions (describe in Part VI). See instructions 6  
7Total annual distributions. Add lines 1 through 6. 7  
8 Distributions to attentive supported organizations to which the organization is responsive (provide
details in Part VI). See instructions 		8  
9 Distributable amount for 2024 from Section C, line 6 9  
10 Line 8 amount divided by Line 9 amount 10  
Section E - Distribution Allocations (see instructions) (i)
Excess Distributions 		(ii)
Underdistributions
Pre-2024 		(iii)
Distributable
Amount for 2024
1 Distributable amount for 2024 from Section C, line 6  
2 Underdistributions, if any, for years prior to 2024 (reasonable cause required-- explain in Part VI).
See instructions.		  
3 Excess distributions carryover, if any, to 2024:
a From 2019.......  
b From 2020.......  
c From 2021.......  
d From 2022.......  
e From 2023.......  
fTotal of lines 3a through e  
g Applied to underdistributions of prior years  
h Applied to 2024 distributable amount  
i Carryover from 2019 not applied (see
instructions) 		 
j Remainder. Subtract lines 3g, 3h, and 3i from line 3f.  
4Distributions for 2024 from Section D, line 7:
$  
a Applied to underdistributions of prior years  
b Applied to 2024 distributable amount  
c Remainder. Subtract lines 4a and 4b from line 4.  
5 Remaining underdistributions for years prior to
2024, if any. Subtract lines 3g and 4a from line 2.
If the amount is greater than zero, explain in Part VI.
See instructions. 		 
6 Remaining underdistributions for 2024. Subtract
lines 3h and 4b from line 1. If the amount is greater
than zero, explain in Part VI. See instructions. 		 
7 Excess distributions carryover to 2025. Add lines
3j and 4c. 		 
8 Breakdown of line 7:
a Excess from 2020.....  
b Excess from 2021.....  
c Excess from 2022.....  
d Excess from 2023.....  
e Excess from 2024.....  
Schedule A (Form 990) (2024)

Schedule A (Form 990) 2024
Page 8
Part VI
Supplemental Information. Provide the explanations required by Part II, line 10; Part II, line 17a or 17b; Part III, line 12; Part IV, Section A, lines 1, 2, 3b, 3c, 4b, 4c, 5a, 6, 9a, 9b, 9c, 11a, 11b, and 11c; Part IV, Section B, lines 1 and 2; Part IV, Section C, line 1; Part IV, Section D, lines 2 and 3; Part IV, Section E, lines 1c, 2a, 2b, 3a and 3b; Part V, line 1; Part V, Section B, line 1e; Part V Section D, lines 5, 6, and 8; and Part V, Section E, lines 2, 5, and 6. Also complete this part for any additional information. (See instructions).
Facts And Circumstances Test
 
Return Reference Explanation
Schedule A (Form 990) 2024


Additional Data


Software ID: 24020961
Software Version: 2024v5.1
Schedule B
(Form 990)
(Rev. January 2025)
Department of the Treasury
Internal Revenue Service
Schedule of Contributors

right arrow Attach to Form 990, 990-EZ, or 990-PF.
right arrow Go to www.irs.gov/Form990 for the latest information.
OMB No. 1545-0047
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
501(c)( ) (enter number) organization

4947(a)(1) nonexempt charitable trust not treated as a private foundation

527 political organization


Form 990-PF
501(c)(3) exempt private foundation

4947(a)(1) nonexempt charitable trust treated as a private foundation

501(c)(3) taxable private foundation
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
For an organization filing Form 990, 990-EZ, or 990-PF that received, during the year, contributions totaling $5,000 or more (in money or other property) from any one contributor. Complete Parts I and II. See instructions for determining a contributor's total contributions.
Special Rules
For an organization described in section 501(c)(3) filing Form 990 or 990-EZ that met the 331/3% support test of the regulations
under sections 509(a)(1) and 170(b)(1)(A)(vi), that checked Schedule A (Form 990 or 990-EZ), Part II, line 13, 16a, or 16b, and that received from any one contributor, during the year, total contributions of the greater of (1) $5,000 or (2) 2% of the amount on (i) Form 990, Part VIII, line 1h, or (ii) Form 990-EZ, line 1. Complete Parts I and II.
For an organization described in section 501(c)(7), (8), or (10) filing Form 990 or 990-EZ that received from any one contributor,
during the year, total contributions of more than $1,000 exclusively for religious, charitable, scientific, literary, or educational purposes, or for the prevention of cruelty to children or animals. Complete Parts I, II, and III.
For an organization described in section 501(c)(7), (8), or (10) filing Form 990 or 990-EZ that received from any one contributor,
during the year, contributions exclusively for religious, charitable, etc., purposes, but no such contributions totaled more than $1,000. If this box is checked, enter here the total contributions that were received during the year for an exclusively religious, charitable, etc., purpose. Don't complete any of the parts unless the General Rule applies to this organization because it received nonexclusively religious, charitable, etc., contributions totaling $5,000 or more during the year ......... Right Arrow $  
Caution: An organization that isn't covered by the General Rule and/or the Special Rules doesn't 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 doesn't 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) (Rev. 1-2025)
Schedule B (Form 990) (Rev. 1-2025) 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


(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) (Rev. 1-2025)
Schedule B (Form 990) (Rev. 1-2025)
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) (Rev. 1-2025)
Schedule B (Form 990) (Rev. 1-2025)
Page 4
Name of organization
CITY OF HOPE NATIONAL MEDICAL CENTER
  		Employer identification number

95-1683875
Part III
Exclusively religious, charitable, etc., contributions to organizations described in section 501(c) (7), (8), or (10) that total more than $1,000 for the year from any one contributor. 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.) $  
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) (Rev. 1-2025)
Additional Data


Software ID: 24020961
Software Version: 2024v5.1
SCHEDULE C
(Form 990)

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

right arrow Complete if the organization is described below. right arrow Attach to Form 990 or Form 990-EZ.
right arrowGo to www.irs.gov/Form990 for instructions and the latest information.
OMB No. 1545-0047
2024
Open to Public
Inspection
If the organization answered "Yes" on 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" on 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" on Form 990, Part IV, Line 5 (Proxy Tax) (see separate instructions) or Form 990-EZ, Part V, line 35c (Proxy Tax) (see separate instructions), 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. See instructions for definition of “political campaign activities."

2
Political campaign activity expenditures. See instructions ....................................................................right arrow
$  
3
Volunteer hours for political campaign activities. See instructions ..................................................................
 

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 ................................right arrow
$  
2
Enter the amount of any excise tax incurred by organization managers under section 4955 .......................right arrow
$  
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 ..... right arrow
$  
2
Enter the amount of the filing organization's funds contributed to other organizations for section 527 exempt function activities ............................................................................................................................right arrow

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

$  
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-.
1
2
3
4
5
6
For Paperwork Reduction Act Notice, see the instructions for Form 990.
Cat. No. 50084S
Schedule C (Form 990) 2024

Schedule C (Form 990) 2024
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 right arrowexpenses, and share of excess lobbying expenditures).
B Check right arrow
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) ........................    
c Total lobbying expenditures (add lines 1a and 1b) ............................................................    
d Other exempt purpose expenditures ...............................................................................    
e Total exempt purpose expenditures (add lines 1c and 1d) ..................................................    
f Lobbying nontaxable amount. Enter the amount from the following table in both
columns.		    
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) .................................................    
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-. ................................................    
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 separate instructions for lines 2a through 2f.)
Lobbying Expenditures During 4-Year Averaging Period
Calendar year (or fiscal year
beginning in) 		(a) 2021 (b) 2022 (c) 2023 (d) 2024 (e) Total
2a Lobbying nontaxable amount          
b Lobbying ceiling amount
(150% of line 2a, column(e)) 		 
c Total lobbying expenditures          
d Grassroots nontaxable amount          
e Grassroots ceiling amount
(150% of line 2d, column (e))		  
f Grassroots lobbying expenditures          
Schedule C (Form 990) 2024


Schedule C (Form 990) 2024
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 on lines 1a through 1i below, provide in Part IV a detailed description of the lobbying activity.
(a)
Yes
No
(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? ...........................................................................................................
 
No
b
Paid staff or management (include compensation in expenses reported on lines 1c through 1i)? ........
Yes
 
c
Media advertisements? ...................................................................................................
 
No
 
d
Mailings to members, legislators, or the public? .............................................................................
 
No
 
e
Publications, or published or broadcast statements? ...........................................................
 
No
 
f
Grants to other organizations for lobbying purposes? ..........................................................
 
No
 
g
Direct contact with legislators, their staffs, government officials, or a legislative body? .......................
Yes
 
53,758
h
Rallies, demonstrations, seminars, conventions, speeches, lectures, or any similar means? ..................
 
No
 
i
Other activities? ...................................................................................................................
Yes
 
649,472
j
Total. Add lines 1c through 1i ....................................................................................................
703,230
2a
Did the activities in line 1 cause the organization to be not described in section 501(c)(3)? .....
 
No
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, lines 1 and 2 (see instructions), and Part ll-B, line 1. Also, complete this part for any additional information.
Return Reference Explanation
SCHEDULE C, PART II-B, LINE 1 DETAILED DESCRIPTION OF THE LOBBYING ACTIVITY MEDICAL CENTER INCURRED LOBBYING EXPENDITURES IN THE AMOUNT OF $703,230 DURING FISCAL YEAR 2025 RELATED TO THE FOLLOWING LOBBYING ACTIVITIES: FEDERAL POLICY & LEGISLATION: 1- ADVOCATED FOR A CANCER CENTER EXEMPTION IN ANY AND ALL LEGISLATION WHICH INCLUDED SITE NEUTRAL PROVISIONS. 2- ADVOCATED AGAINST BUDGET CUTS TO NIH AND NCI. 3- ADVOCATED AGAINST MEDICAID REDUCTIONS. 4- ADVOCATED AGAINST REDUCTIONS IN THE HOSPITAL PROVIDER FEE. 5- ADVOCATED AGAINST REDUCTIONS IN INDIRECT COSTS IN NIH/NCI GRANTS. 6- ADVOCATED FOR THE PRESERVATION OF THE 340B PROGRAM. 7- ADVOCATED FOR ACADEMIC MEDICAL CENTER EXEMPTION TO H1B VISA FEE. ADVOCATED WITH RESPECT TO THE FOLLOWING STATE POLICY & LEGISLATION: 1- CALIFORNIA STATE LEGISLATURE, CALIFORNIA MEDICAL BOARD AND OFFICE OF THE GOVERNOR IN SUPPORT OF SB 387. 2- CALIFORNIA STATE LEGISLATURE AND OFFICE OF THE GOVERNOR IN SUPPORT OF SB 717. 3- CALIFORNIA DEPARTMENT OF HEALTHCARE ACCESS AND INFORMATION REGARDING THE OFFICE OF HEALTH CARE AFFORDABILITY HEALTH CARE COST TARGETS. 4- CALIFORNIA STATE LEGISLATURE IN SUPPORT OF SB 242 AND SB 60. 5- OFFICE OF THE GOVERNOR IN SUPPORT OF AB 512. 6- CALIFORNIA BOARD OF PHARMACY RELATIVE TO LICENSURE FOR CITY OF HOPE'S HOSPITAL IN IRVINE, CALIFORNIA.
Schedule C (Form 990) 2024


Additional Data


Software ID: 24020961
Software Version: 2024v5.1

SCHEDULE D
(Form 990)

Department of the Treasury
Internal Revenue Service
Supplemental Financial Statements
right arrow Complete if the organization answered "Yes," on Form 990,
Part IV, line 6, 7, 8, 9, 10, 11a, 11b, 11c, 11d, 11e, 11f, 12a, or 12b.
right arrow Attach to Form 990.
right arrow Go to www.irs.gov/Form990 for instructions and the latest information.
OMB No. 1545-0047
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" on Form 990, Part IV, line 6.
(a) Donor advised funds (b) Funds and other accounts
1 Total number at end of year .........    
2 Aggregate value of contributions to (during year)    
3 Aggregate value of 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" on 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 July 25, 2006, 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 right arrow  
4
Number of states where property subject to conservation easement is located right arrow  
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, handling of violations, and enforcing conservation easements during the year
right arrow  
7
Amount of expenses incurred in monitoring, inspecting, handling of violations, and enforcing conservation easements during the year
right arrow $  
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" on Form 990, Part IV, line 8.
1a
If the organization elected, as permitted under FASB 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 FASB 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)
Revenue included on Form 990, Part VIII, line 1 .........................right arrow $  
(ii)
Assets included in Form 990, Part X ...............................right arrow $  
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 FASB ASC 958 relating to these items:
a
Revenue included on Form 990, Part VIII, line 1 ..........................right arrow $  
b
Assets included in Form 990, Part X ...............................right arrow $  
For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 52283D
Schedule D (Form 990) (Rev. 1-2025)

Schedule D (Form 990) (Rev. 1-2025)
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" on 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, for escrow or custodial account liability? ...
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" on Form 990, Part IV, line 10.
(a) Current year (b) Prior year (c) Two years back (d) Three years back (e) Four years back
1a Beginning of year balance .... 80,495,105 68,765,885 60,478,886 73,958,027 63,077,663
b Contributions ...          
c Net investment earnings, gains, and losses   11,729,220 8,286,999 -13,479,141 10,880,364
d Grants or scholarships ...          
e Other expenditures for facilities
and programs ... 		80,495,105        
f Administrative expenses ....          
g End of year balance ...... 0 80,495,105 68,765,885 60,478,886 73,958,027
2
Provide the estimated percentage of the current year end balance (line 1g, column (a)) held as:
a
Board designated or quasi-endowment right arrow100 %
b
Permanent endowment right arrow0 %
c
Term endowment right arrow0 %
The percentages on 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" on 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" on 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 .....   168,820,300 168,820,300
b Buildings ....   1,163,702,573 346,114,439 817,588,134
c Leasehold improvements   80,686,811 38,162,056 42,524,755
d Equipment ....   1,215,180,701 889,184,778 325,995,923
e Other .....   694,151,981 0 694,151,981
Total. Add lines 1a through 1e. (Column (d) must equal Form 990, Part X, column (B), line 10(c).)..right arrow 2,049,081,093
Schedule D (Form 990) (Rev. 1-2025)

Schedule D (Form 990) (Rev. 1-2025)
Page 3
Part VII
Investments - Other Securities.
Complete if the organization answered "Yes" on 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)
(B)
(C)
(D)
(E)
(F)
(G)
(H)
Total. (Column (b) must equal Form 990, Part X, col. (B) line 12.)right arrow  
Part VIII
Investments - Program Related. Complete if the organization answered 'Yes' on 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
(1)
(2)
(3)
(4)
(5)
(6)
(7)
(8)
(9)
Total. (Column (b) must equal Form 990, Part X, col.(B) line 13.)right arrow  
Part IX
Other Assets.
Complete if the organization answered 'Yes' on Form 990, Part IV, line 11d. See Form 990, Part X, line 15.
(a) Description (b) Book value
(1)DUE FROM AFFILIATES 2,237,492,366
(2)RIGHT-OF-USE OPERATING LEASE 100,067,635
(3)§457(B) RETIREMENT FUND 78,991,981
(4)BOND ISSUANCE COSTS 4,544,869
(5)RIGHT-OF-USE FINANCE LEASE 5,646,866
(6)INSURANCE RECOVERY 8,767,469
(7)BOND ISSUANCE DISCOUNT 2,728,656
(8)SB1732 RECEIVABLE 1,159,449
(9)OTHER ASSETS  
(9)
Total. (Column (b) must equal Form 990, Part X, col.(B) line 15.)...........right arrow 2,439,399,291
Part X
Other Liabilities.
Complete if the organization answered 'Yes' on Form 990, Part IV, line 11e or 11f. See Form 990, Part X, line 25.
1.(a) Description of liability (b) Book value
(1) Federal income taxes 0
FEDERAL INCOME TAXES 0
DUE TO AFFILIATES 1,388,635,972
RIGHT-OF-USE OPERATING LEASE 108,725,719
BOND ISSUANCE PREMIUM 46,753,094
§457(B) RETIREMENT FUND PAYABLE 78,991,981
SELF-INSURANCE LIABILITIES 28,759,643



Total. (Column (b) must equal Form 990, Part X, col.(B) line 25.)right arrow 1,651,866,409
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) (Rev. 1-2025)

Schedule D (Form 990) (Rev. 1-2025)
Page 4
Part XI Reconciliation of Revenue per Audited Financial Statements With Revenue per Return. Complete if the organization answered 'Yes' on 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 (losses) 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 0
e Add lines 2a through 2d ..................... 2e 0
3 Subtract line 2e from line 1.................. 3 0
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 0
c Add lines 4a and 4b.................... 4c 0
5 Total revenue. Add lines 3 and 4c. (This must equal Form 990, Part I, line 12.) ...... 5 0
Part XII Reconciliation of Expenses per Audited Financial Statements With Expenses per Return. Complete if the organization answered 'Yes' on 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 0
e Add lines 2a through 2d.................... 2e 0
3 Subtract line 2e from line 1................... 3 0
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 0
c Add lines 4a and 4b..................... 4c 0
5 Total expenses. Add lines 3 and 4c. (This must equal Form 990, Part I, line 18.) ...... 5 0
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
SCHEDULE D, PART V, LINE 4 INTENDED USES OF ENDOWMENT FUNDS MEDICAL CENTER HAS DESIGNATED QUASI-ENDOWMENT FUNDS THAT ARE AVAILABLE TO FUND FUTURE RESEARCH, CAPITAL OR EXPANSION ACTIVITIES AS DETERMINED BY MANAGEMENT AND THE CITY OF HOPE BOARD OF DIRECTORS. IN FY25, MEDICAL CENTER APPROVED THE RELEASE OF THESE DESIGNATED QUASI-ENDOWMENT FUNDS.
SCHEDULE D, PART X, LINE 2 FIN 48 (ASC 740) FOOTNOTE THE FOLLOWING PARAGRAPH IS FROM THE CITY OF HOPE CONSOLIDATED AUDITED FINANCIAL STATEMENTS AS OF SEPTEMBER 30, 2025 (WHICH INCLUDES CITY OF HOPE, CITY OF HOPE NATIONAL MEDICAL CENTER (THE "CENTER"), CITY OF HOPE MEDICAL FOUNDATION (THE "FOUNDATION"), AND BECKMAN RESEARCH INSTITUTE OF THE CITY OF HOPE (THE "INSTITUTE") (COLLECTIVELY, THE "OBLIGATED GROUP"); THE TRANSLATIONAL GENOMICS RESEARCH INSTITUTE AND ITS AFFILIATES ("TGEN"); SOUTHERN CALIFORNIA RADIATION ONCOLOGY, LLC ("SCRO"); ACCESSHOPE, LLC ("AH"); STEPHENSON GLOBAL PANCREATIC CANCER RESEARCH INSTITUTE, LLC; COH PROPERTY HOLDINGS OC, LLC; COH PROPERTY MANAGEMENT OC, LLC; AND COH HOLDCO INC. ("HOLDCO"), THE PARENT OF CANCER TREATMENT CENTERS OF AMERICA ENTITIES ("CTCA ENTITIES") (COLLECTIVELY, THE "AFFILIATED GROUP"). THESE ENTITIES REPRESENT THE CONSOLIDATED CITY OF HOPE ORGANIZATION (COLLECTIVELY REFERRED TO AS "CITY OF HOPE")). CITY OF HOPE IS EXEMPT FROM FEDERAL INCOME TAX UNDER SECTION 501(A) AS DESCRIBED IN SECTION 501(C)(3) OF THE U.S. INTERNAL REVENUE CODE. CITY OF HOPE, THE CENTER, THE FOUNDATION, AND THE INSTITUTE ARE EXEMPT FROM CALIFORNIA STATE FRANCHISE AND INCOME TAX UNDER SECTION 23701(D) OF THE CALIFORNIA REVENUE AND TAXATION CODE. ASC 740, INCOME TAXES, CLARIFIES THE ACCOUNTING FOR INCOME TAXES BY PRESCRIBING A MINIMUM RECOGNITION THRESHOLD THAT A TAX POSITION IS REQUIRED TO MEET BEFORE BEING RECOGNIZED IN THE CONSOLIDATED FINANCIAL STATEMENTS. ASC 740 ALSO PROVIDES GUIDANCE ON DE-RECOGNITION, MEASUREMENT, CLASSIFICATION, INTEREST AND PENALTIES, DISCLOSURE, AND TRANSITION. THE GUIDANCE CONTAINED IN ASC 740 IS APPLICABLE TO PASS-THROUGH ENTITIES AND TAX-EXEMPT ORGANIZATIONS. CITY OF HOPE HAS NO SIGNIFICANT UNCERTAIN TAX POSITIONS OR TAX LIABILITY FOR TAX BENEFITS, INTEREST, OR PENALTIES ACCRUED AS OF SEPTEMBER 30, 2025 OR 2024.
Schedule D (Form 990) (Rev. 1-2025)


Additional Data


Software ID: 24020961
Software Version: 2024v5.1




SCHEDULE F(Form 990)
(Rev. January 2025)
Department of the Treasury
Internal Revenue Service
Statement of Activities Outside the United States
Right arrow Complete if the organization answered "Yes" to Form 990, Part IV, line 14b, 15, or 16.Right arrow Attach to Form 990.Right arrow Go to www.irs.gov/Form990 for instructions and the latest information.
OMB No. 1545-0047
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" on 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 the region (d) Activities conducted in region (by type) (such as, 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 the region		 (f) Total expenditures
for and investments
in the region
CENTRAL AMERICA AND THE CARIBBEAN 0 2 CONFERENCE TRAVEL   4,112
EAST ASIA AND THE PACIFIC 0 30 CONFERENCE TRAVEL   164,580
EUROPE (INCLUDING ICELAND AND GREENLAND) 0 71 CONFERENCE TRAVEL   406,028
MIDDLE EAST AND NORTH AFRICA 0 4 CONFERENCE TRAVEL   20,403
NORTH AMERICA (CANADA & MEXICO ONLY) 0 26 CONFERENCE TRAVEL   51,352
SOUTH AMERICA 0 6 CONFERENCE TRAVEL   34,854
SUB-SAHARAN AFRICA 0 7 CONFERENCE TRAVEL   51,249
CENTRAL AMERICA AND THE CARIBBEAN 0 0 INVESTMENTS   9,478,613
           
           
           
           
           
           
           
           
           
3a Sub-total .... 0 146 10,211,191
b Total from continuation sheets to Part I ... 0 0 0
c Totals (add lines 3a and 3b) 0 146 10,211,191
For Paperwork Reduction Act Notice, see the Instructions for Form 990.Cat. No. 50082W Schedule F (Form 990) (Rev. 1-2025)
Schedule F (Form 990) (Rev. 1-2025)
Page 2
Part II
Grants and Other Assistance to Organizations or Entities Outside the United States. Complete if the organization answered "Yes" on 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 noncash
assistance 		(h) Description
of noncash
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) (Rev. 1-2025)
Schedule F (Form 990) (Rev. 1-2025)Page 3
Part III
Grants and Other Assistance to Individuals Outside the United States. Complete if the organization answered "Yes" on 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
noncash
assistance 		(g) Description
of noncash
assistance 		(h) Method of
valuation
(book, FMV,
appraisal, other)
               
               
               
               
               
               
               
               
               
               
               
               
               
               
               
               
               
               
Schedule F (Form 990) (Rev. 1-2025)
Schedule F (Form 990) (Rev. 1-2025)
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 separately 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; don't file with Form 990). . . . . . . . . . . . . . . . . . . . . . . .
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 separately file Form 5713, International Boycott Report (see Instructions for Form 5713; don't file with Form 990).. . . . . . . . . . . . . . . . . . . . . . . . . . . .
Schedule F (Form 990) (Rev. 1-2025)
Schedule F (Form 990) (Rev. 1-2025)
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
SCHEDULE F, PART I, LINE 3 METHOD USED TO ACCOUNT FOR EXPENDITURES ON ORG'S FINANCIAL STATEMENTS CENTRAL AMERICA AND THE CARIBBEAN-ACCRUAL; EAST ASIA AND THE PACIFIC-ACCRUAL; EUROPE (INCLUDING ICELAND AND GREENLAND)-ACCRUAL; MIDDLE EAST AND NORTH AFRICA-ACCRUAL; NORTH AMERICA (CANADA & MEXICO ONLY)-ACCRUAL; SOUTH AMERICA-ACCRUAL; SUB-SAHARAN AFRICA-ACCRUAL
SCHEDULE F, PART V PART I, LINE 3(E) - ACTIVITIES IN REGION(S) 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 A RESULT, THERE ARE INVESTMENTS HELD IN OFFSHORE HEDGE FUNDS, MAINLY REGISTERED AS CAYMAN ISLAND EXEMPTED CORPORATIONS. THESE INVESTMENTS HELP MITIGATE RISK IN THE PORTFOLIO AND REPRESENT APPROXIMATELY 44.90% OF MEDICAL CENTER'S OVERALL INVESTMENT PORTFOLIO. MEDICAL CENTER'S ALTERNATIVE INVESTMENTS CONSIST OF EQUITY COMMINGLED FUNDS THAT INVEST PRIMARILY IN MARKETABLE SECURITIES AND FUND LIMITED PARTNERSHIPS. VARIOUS STRATEGIES SEEK TO ACHIEVE ATTRACTIVE RISK ADJUSTED RETURNS ACROSS PUBLIC AND PRIVATE EQUITY AND DEBT SECURITIES, DERIVATIVES, PRIVATE COMPANIES, VENTURE CAPITAL, REAL ESTATE, ETC. THESE ALTERNATIVE INVESTMENTS MAY INVEST IN BOTH REGISTERED AND NON-REGISTERED SECURITIES IN THE U.S. AND GLOBALLY, WITH EXPOSURE TO BOTH EMERGING AND DEVELOPED MARKETS. MEDICAL CENTER'S HEDGE FUND INVESTMENTS CONSIST OF DIRECT AND MULTI-MANAGER "HEDGE FUND OF FUND" INVESTMENTS. STRATEGIES INCLUDE LONG/SHORT EQUITY, LONG/SHORT CREDIT, AND OTHER STRATEGIES. INVESTMENTS IN HEDGE FUNDS HAVE LIMITED LIQUIDITY AND MAY BE SUBJECT TO VARIOUS LOCKUP PERIODS, REDEMPTION FEES, AND NOTICE REQUIREMENTS. HEDGE FUNDS TYPICALLY RESERVE THE RIGHT TO REDUCE OR SUSPEND REDEMPTIONS (GATING EVENT) AND TO SATISFY REDEMPTIONS BY MAKING DISTRIBUTIONS IN KIND, UNDER CERTAIN CIRCUMSTANCES. ADDITIONALLY, HEDGE FUNDS MAY HOLD, DIRECTLY OR INDIRECTLY, SIDE-POCKET INVESTMENTS WHERE NO REDEMPTIONS ARE PERMITTED UNTIL SUCH INVESTMENTS ARE LIQUIDATED OR DEEMED REALIZED. REDEMPTION PERIODS RANGE MONTHLY, QUARTERLY, OR ANNUALLY WITH NOTICE REQUIREMENTS BETWEEN 30 TO 90 DAYS. MEDICAL CENTER ALSO INVESTS IN FUND LIMITED PARTNERSHIPS WITH PRIVATE EQUITY LIKE TERMS, INCLUDING CAPITAL CALLS DURING ITS INVESTMENT PERIOD. THESE SELECT FUNDS, WHICH ARE CURRENTLY OPPORTUNISTIC CREDIT STRATEGIES, ARE CLASSIFIED UNDER HEDGE FUNDS. THE MEDICAL CENTER'S PRIVATE EQUITY INVESTMENTS CONSIST OF FUND LIMITED PARTNERSHIPS. STRATEGIES INCLUDE BUYOUT, VENTURE/GROWTH CAPITAL, DEBT, AND SECONDARY PRIVATE EQUITY. FUND TERMS ARE TYPICALLY TEN YEARS OR GREATER. THE MEDICAL CENTER MAY NOT WITHDRAW, SELL, ASSIGN, OR TRANSFER ITS INTERESTS IN THESE FUNDS, EXCEPT IN CERTAIN, VERY LIMITED CIRCUMSTANCES, SUBJECT TO CONSENT BY THE GENERAL PARTNERS OF THE FUNDS. ALL OF THESE INVESTMENTS HAVE BEEN INCLUDED IN FORM 990, PART X, LINE 12. FURTHERMORE, ITS REPUTATION AS A WORLD CLASS RESEARCH AND TREATMENT FACILITY IS INTERNATIONALLY RECOGNIZED. AS A RESULT OF THIS RECOGNITION, THE MEDICAL CENTER RECEIVES DONATIONS AND GRANTS FROM PERSONS AND CORPORATIONS OUTSIDE OF THE UNITED STATES.
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
Schedule F (Form 990) (Rev. 1-2025)
Additional Data


Software ID: 24020961
Software Version: 2024v5.1



SCHEDULE H
(Form 990)
Department of the Treasury
Internal Revenue Service
Hospitals
Medium right arrow Complete if the organization answered "Yes" on Form 990, Part IV, question 20a.
Medium right arrow Attach to Form 990.
Medium right arrow Go to www.irs.gov/Form990EZ for instructions and the latest information.
OMB No. 1545-0047
2024
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 criteria used 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) . . . 		    48,775,631   48,775,631 1.483 %
b Medicaid (from Worksheet 3, column a) . . . . .     491,716,503 524,069,358 0 0 %
c Costs of other means-tested government programs (from Worksheet 3, column b) . .         0 0 %
d Total Financial Assistance and Means-Tested Government Programs . . . . . 0 0 540,492,134 524,069,358 48,775,631 1.483 %
Other Benefits
e Community health improvement services and community benefit operations (from Worksheet 4).     7,010,485   7,010,485 0.213 %
f Health professions education (from Worksheet 5) . . .     6,631,528   6,631,528 0.202 %
g Subsidized health services (from Worksheet 6) . . . .         0 0 %
h Research (from Worksheet 7) .     230,817,146 89,389,714 141,427,432 4.301 %
i Cash and in-kind contributions for community benefit (from Worksheet 8) . . . .     192,790   192,790 0.006 %
j Total. Other Benefits . . 0 0 244,651,949 89,389,714 155,262,235 4.721 %
k Total. Add lines 7d and 7j . 0 0 785,144,083 613,459,072 204,037,866 6.205 %
For Paperwork Reduction Act Notice, see the Instructions for Form 990. Cat. No. 50192T Schedule H (Form 990) 2024
Schedule H (Form 990) 2024
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         0 0 %
2 Economic development         0 0 %
3 Community support         0 0 %
4 Environmental improvements         0 0 %
5 Leadership development and
training for community members		         0 0 %
6 Coalition building     96,369   96,369 0.003 %
7 Community health improvement advocacy         0 0 %
8 Workforce development     25,261   25,261 0.001 %
9 Other         0 0 %
10 Total 0 0 121,630 0 121,630 0.004 %
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 Healthcare Financial Management Association Statement No. 15? ..........................
1
 
No
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
0
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
0
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
656,198,167
6
Enter Medicare allowable costs of care relating to payments on line 5.....
6
744,070,007
7
Subtract line 6 from line 5. This is the surplus (or shortfall)........
7
-87,871,840
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) 2024
Schedule H (Form 990) 2024
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?1Name, address, primary website address, and state license number (and if a group return, the name and EIN of the subordinate hospital organization that operates the hospital facility) 		Licensed Hospital General Medical and Surgical Children's Hospital Teaching Hospital Critical Access Hospital Research Facility ER-24Hours ER-Other Other (describe) Facility reporting group
1 CITY OF HOPE NATIONAL MEDICAL CENTER
1500 EAST DUARTE ROAD
DUARTE,CA910103012
CITYOFHOPE.ORG
930000033 		X X       X     SHORT-TERM SPECIALTY HOSPITAL  
Schedule H (Form 990) 2024
Schedule H (Form 990) 2024
Page 4
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 letter of facility reporting group  
Line number of hospital facility, or line numbers of hospital facilities in a facility
reporting group (from Part V, Section A): 		1
Yes No
Community Health Needs Assessment
1 Was the hospital facility first licensed, registered, or similarly recognized by a state as a hospital facility in the current tax year or the immediately preceding tax year?........................ 1   No
2 Was the hospital facility acquired or placed into service as a tax-exempt hospital in the current tax year or the immediately preceding tax year? If “Yes,” provide details of the acquisition in Section C............... 2   No
3 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 12...................... 3 Yes  
If "Yes," indicate what the CHNA report describes (check all that apply):
a
b
c
d
e
f
g
h
i
j
4 Indicate the tax year the hospital facility last conducted a CHNA: 20 24
5 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 Section C how the hospital facility took into account input from persons who represent the community, and identify the persons the hospital facility consulted ................. 5 Yes  
6 a Was the hospital facility’s CHNA conducted with one or more other hospital facilities? If "Yes," list the other hospital facilities in Section C.................................. 6a Yes  
b Was the hospital facility’s CHNA conducted with one or more organizations other than hospital facilities?” If “Yes,” list the other organizations in Section C. ............................ 6b   No
7 Did the hospital facility make its CHNA report widely available to the public?.............. 7 Yes  
If "Yes," indicate how the CHNA report was made widely available (check all that apply):
a
b
c
d
8 Did the hospital facility adopt an implementation strategy to meet the significant community health needs
identified through its most recently conducted CHNA? If "No," skip to line 11. .............. 		8 Yes  
9 Indicate the tax year the hospital facility last adopted an implementation strategy: 20 25
10 Is the hospital facility's most recently adopted implementation strategy posted on a website?......... 10 Yes  
a If "Yes" (list url): CITYOFHOPE.ORG/SITES/WWW/FILES/FILES/2026-2029-IMPLEMENTATIONSTRATEGY-FINALB.PDF
b If "No," is the hospital facility’s most recently adopted implementation strategy attached to this return? ...... 10b    
11 Describe in Section C how the hospital facility is addressing the significant needs identified in its most recently conducted CHNA and any such needs that are not being addressed together with the reasons why such needs are not being addressed.
12a 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)?............................... 12a   No
b If "Yes" on line 12a, did the organization file Form 4720 to report the section 4959 excise tax?........ 12b    
c If "Yes" on line 12b, 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) 2024
Schedule H (Form 990) 2024
Page 5
Part VFacility Information (continued)

Financial Assistance Policy (FAP)
CITY OF HOPE NATIONAL MEDICAL CENTER
Name of hospital facility or letter of facility reporting group  
Yes No
Did the hospital facility have in place during the tax year a written financial assistance policy that:
13 Explained eligibility criteria for financial assistance, and whether such assistance included free or discounted care? 13 Yes  
If “Yes,” indicate the eligibility criteria explained in the FAP:
a Federal poverty guidelines (FPG), with FPG family income limit for eligibility for free care of 600.0%
and FPG family income limit for eligibility for discounted care of 0.0%
b
c
d
e
f
g
h
14 Explained the basis for calculating amounts charged to patients?................. 14 Yes  
15 Explained the method for applying for financial assistance?................... 15 Yes  
If “Yes,” indicate how the hospital facility’s FAP or FAP application form (including accompanying instructions) explained the method for applying for financial assistance (check all that apply):
a Described the information the hospital facility may require an individual to provide as part of his or her application
b Described the supporting documentation the hospital facility may require an individual to submit as part of his or
her application
c Provided the contact information of hospital facility staff who can provide an individual with information about the
FAP and FAP application process
d Provided the contact information of nonprofit organizations or government agencies that may be sources of
assistance with FAP applications
e Other (describe in Section C)
16 Was widely publicized within the community served by the hospital facility?........ 16 Yes  
If "Yes," indicate how the hospital facility publicized the policy (check all that apply):
a
CITYOFHOPE.ORG/LOCATIONS/LOS-ANGELES/INSURANCE-AND-FINANCIAL-OPTIONS/PRICING-BILLING-FINANCIAL
b
CITYOFHOPE.ORG/LOCATIONS/LOS-ANGELES/INSURANCE-AND-FINANCIAL-OPTIONS/PRICING-BILLING-FINANCIAL
c
d
e
f
g
h
i
j
Schedule H (Form 990) 2024
Schedule H (Form 990) 2024
Page 6
Part VFacility Information (continued)

Billing and Collections
CITY OF HOPE NATIONAL MEDICAL CENTER
Name of hospital facility or letter of facility reporting group  
Yes No
17 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 all of the actions the hospital facility or other authorized party may take upon nonpayment?.................................. 17 Yes  
18 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
f
19 Did the hospital facility or other authorized 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?............ 19   No
If "Yes," check all actions in which the hospital facility or a third party engaged:
a
b
c
d
e
20 Indicate which efforts the hospital facility or other authorized party made before initiating any of the actions listed (whether or not checked) in line 19. (check all that apply):
a
b
c
d
e
f
Policy Relating to Emergency Medical Care
21 Did the hospital facility have in place during the tax year a written policy relating to emergency medical care that required 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?.................. 21 Yes  
If "No," indicate why:
a
b
c
d
Schedule H (Form 990) 2024
Schedule H (Form 990) 2024
Page 7
Part VFacility Information (continued)

Charges to Individuals Eligible for Assistance Under the FAP (FAP-Eligible Individuals)
CITY OF HOPE NATIONAL MEDICAL CENTER
Name of hospital facility or letter of facility reporting group  
Yes No
22 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
23 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? ............................... 23   No
If "Yes," explain in Section C.
24 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? ........................... 24   No
If "Yes," explain in Section C.
Schedule H (Form 990) 2024
Schedule H (Form 990) 2024
Page 8
Part V
Facility Information (continued)
Section C. Supplemental Information for Part V, Section B. Provide descriptions required for Part V, Section B, lines 2, 3j, 5, 6a, 6b, 7d, 11, 13b, 13h, 15e, 16j, 18e, 19e, 20a, 20b, 20c, 20d, 20e, 21c, 21d, 23, and 24. If applicable, provide separate descriptions for each hospital facility in a facility reporting group, designated by facility reporting group letter and hospital facility line number from Part V, Section A (“A, 1,” “A, 4,” “B, 2,” “B, 3,” etc.) and name of hospital facility.
Form and Line Reference Explanation
SCHEDULE H, PART V, SECTION B, LINE 3E THE SIGNIFICANT HEALTH NEEDS ARE A PRIORITIZED DESCRIPTION OF THE SIGNIFICANT HEALTH NEEDS OF THE COMMUNITY AND IDENTIFIED THROUGH THE CHNA.
SCHEDULE H, PART V, SECTION B, LINE 5 FACILITY , 1 FACILITY , 1 - CITY OF HOPE NATIONAL MEDICAL CENTER. OUR 2025 CHNA WAS DONE IN COLLABORATION WITH FOUR OTHER NON-PROFIT HOSPITALS IN THE SAN GABRIEL VALLEY: HUNTINGTON HOSPITAL, USC ARCADIA HOSPITAL, QUEEN OF THE VALLEY AND CITRUS VALLEY - BOTH OF EMANATE HEALTH. THIS COLLABORATION IS OF SIGNIFICANCE BECAUSE IT REPRESENTS THE ONLY MULTI-HOSPITAL CHNA COLLABORATION IN THE SAN GABRIEL VALLEY. THROUGH THIS COLLABORATION PARTNER HOSPITALS WERE ABLE TO REDUCE DUPLICATION OF FOCUS GROUPS, AND INCREASE THE DIVERSITY OF THESE GROUPS TO PROVIDE RICHER FEEDBACK FROM THE COMMUNITY REGARDING SIGNIFICANT HEALTH NEEDS. THE HOSPITALS HAVE ALSO COMMITTED TO WORKING TOGETHER ON THREE IMPORTANT ISSUES IMPACTING OUR MOST VULNERABLE COMMUNITIES OVER THE NEXT THREE YEARS: FOOD INSECURITY, HOUSING INSECURITY AND MENTAL HEALTH. MUCH OF THE REPORT PROVIDES DATA ON VARIOUS HEALTH INDICATORS AT THE STATE AND LOS ANGELES COUNTY LEVEL. WHENEVER POSSIBLE, WE GATHERED DATA FOR THE SPECIFIC CITIES LOCATED WITHIN THE SAN GABRIEL VALLEY. FOR EXAMPLE, IF YOU WANT TO LEARN WHICH CITIES HAVE THE HIGHEST PERCENTAGE OF RESIDENTS GRADUATING FROM HIGH SCHOOL, YOU CAN SIMPLY GO TO THE SECTION ON EDUCATIONAL ATTAINMENT AND LOCATE THE TABLE WITH GRADUATION RATES. WE HAVE DONE THE SAME FOR EACH OF THE KEY INDICATORS FOR WHICH THE DATA WAS AVAILABLE. SINCE CITY OF HOPE CONSIDERS LOS ANGELES, ORANGE, SAN BERNARDINO, RIVERSIDE AND VENTURA AS PART OF OUR LARGER SERVICE AREA, WE HAVE INCLUDED DATA ON THOSE COUNTIES. THE CHNA INCLUDED DEVELOPMENT OF A DEMOGRAPHIC AND HEALTH STATUS PROFILE OF THE COMMUNITY AND CONSULTATIONS WITH COMMUNITY REPRESENTATIVES REGARDING HEALTH NEEDS. BOTH PRIMARY DATA VIA COMMUNITY INPUT AND SECONDARY DATA WERE COLLECTED TO INFORM COMMUNITY HEALTH PRIORITIES AND NEEDS, AS WELL AS ASSETS AND GAPS IN RESOURCES. THIS DATA ALSO HELPS DRAW A PICTURE OF WHAT LIFE IS LIKE FOR RESIDENTS OF THAT COMMUNITY. SECONDARY DATA COLLECTION SECONDARY DATA IS A HIGHER LEVEL OF DATA THAT CAN PINPOINT PARTICULAR DISEASES AND CONDITIONS THAT IMPACT CITIZENS AT DIFFERENT GEOGRAPHIC LEVELS SUCH AS CITY, COUNTY, STATE, NATIONAL AND WORLD. KNOWING SECONDARY DATA CAN HELP AN ORGANIZATION TARGET PROGRAMS AND SERVICES DIRECTLY TO COMMUNITIES THAT ARE IMPACTED THE MOST. HOWEVER, SECONDARY DATA CAN OFTEN BE IMPERSONAL - IT WILL NOT NECESSARILY TELL YOU WHY CERTAIN HEALTH OR SOCIAL CONDITIONS EXIST. SECONDARY DATA IS LIKE A BLACK-AND-WHITE PICTURE. IT TELLS YOU A LOT ABOUT A COMMUNITY, BUT IT IS TWO-DIMENSIONAL. PRIMARY DATA FLESHES OUT THE PICTURE WITH COLOR AND DETAIL. SECONDARY DATA IS COLLECTED FROM A VARIETY OF LOCAL, COUNTY AND STATE SOURCES TO PRESENT COMMUNITY DEMOGRAPHICS, SOCIAL AND ECONOMIC FACTORS, HEALTH ACCESS, LEADING CAUSES OF DEATH, CANCER INCIDENCE AND MORTALITY, CHRONIC DISEASE, HEALTH BEHAVIORS, MENTAL HEALTH AND SUBSTANCE ABUSE. THE SOURCES OF DATA WE USED FOR THIS CHNA INCLUDED U.S. CENSUS AMERICAN COMMUNITY SURVEY, COUNTY HEALTH RANKINGS & ROADMAPS, CALIFORNIA HEALTH INTERVIEW SURVEY, CALIFORNIA DEPARTMENT OF PUBLIC HEALTH, CALIFORNIA DEPARTMENT OF FINANCE, CALIFORNIA'S OFFICE OF STATEWIDE HEALTH PLANNING AND DEVELOPMENT, CALIFORNIA DEPARTMENT OF JUSTICE, CALIFORNIA EMPLOYMENT DEVELOPMENT DEPARTMENT, COMMUNITY COMMONS, CALIFORNIA CANCER REGISTRY, CALIFORNIA DEPARTMENT OF EDUCATION AND LOS ANGELES COUNTY DEPARTMENT OF PUBLIC HEALTH, AMONG OTHERS. WHEN PERTINENT, THESE DATA SETS ARE PRESENTED IN THE CONTEXT OF THE STATE OF CALIFORNIA, FRAMING THE SCOPE OF AN ISSUE AS IT RELATES TO THE BROADER COMMUNITY. SECONDARY DATA FOR THE HOSPITAL SERVICE AREA WAS COLLECTED AND DOCUMENTED IN DATA TABLES WITH NARRATIVE EXPLANATIONS. THE TABLES INCLUDE THE DATA INDICATOR, THE GEOGRAPHIC AREA REPRESENTED, THE DATA MEASUREMENT (E.G., RATE, NUMBER, OR PERCENT), COUNTY AND STATE COMPARISONS (WHEN AVAILABLE), DATA SOURCE, DATA YEAR AND AN ELECTRONIC LINK TO THE DATA SOURCE. THE REPORT INCLUDES BENCHMARK COMPARISON DATA THAT CROSS REFERENCES LOCAL FINDINGS WITH THE DATA FINDINGS OF HEALTHY PEOPLE 2030 OBJECTIVES. HEALTHY PEOPLE 2030 IS A NATIONAL INITIATIVE TO IMPROVE PUBLIC HEALTH BY PROVIDING MEASURABLE OBJECTIVES AND GOALS THAT ARE APPLICABLE AT NATIONAL, STATE AND LOCAL LEVELS. PRIMARY DATA COLLECTION IN COLLECTING PRIMARY DATA, YOU ENTER A COMMUNITY AND ASK THE RESIDENTS HOW A PARTICULAR HEALTH OR SOCIAL ISSUE IMPACTS THEM. THIS TYPE OF INFORMATION - WHICH IS OFTEN MORE SIGNIFICANT THAN A "LEADING CAUSE OF DEATH" - CAN HELP YOU DESIGN A PROGRAM OR SERVICES TO ELIMINATE BARRIERS DECREASING QUALITY OF LIFE FOR THAT GROUP. YOU MAY FIND LANGUAGE, LACK OF TRANSPORTATION, POVERTY, CRIME AND/OR LOCATION OF HOUSING ARE THE REASONS WHY A HEALTH ISSUE IS MORE PREVALENT IN A COMMUNITY. PRIMARY DATA CAN BE GATHERED DIRECTLY THROUGH FOCUS GROUPS, INTERVIEWS AND TARGETED SURVEYS. WHEN AN ORGANIZATION IS ABLE TO ADDRESS THE MOST PRESSING ISSUES - THE ROOT CAUSES OF HEALTH INEQUITIES - THE PATH TO PREVENTING OR ELIMINATING A LEADING CAUSE OF DEATH BECOMES CLEARER. THE FOLLOWING SECTIONS WILL INTRODUCE YOU TO THE TYPES OF METHODS USED TO LEARN MORE ABOUT CITY OF HOPE'S COMMUNITY AND ADD COLOR TO YOUR OWN PICTURE OF HEALTH AND WELLNESS IN THE SAN GABRIEL VALLEY. ANALYSIS OF SECONDARY DATA YIELDED A PRELIMINARY LIST OF SIGNIFICANT HEALTH NEEDS, WHICH THEN INFORMED PRIMARY DATA COLLECTION. THE PRIMARY DATA COLLECTION PROCESS WAS DESIGNED TO VALIDATE PRIMARY DATA FINDINGS, IDENTIFY ADDITIONAL COMMUNITY ISSUES, SOLICIT INFORMATION ON DISPARITIES AMONG SUBPOPULATIONS, ASCERTAIN COMMUNITY ASSETS TO ADDRESS NEEDS AND DISCOVER GAPS IN RESOURCES. FOR THIS CHNA, WE OBTAINED INFORMATION THROUGH FOCUS GROUPS; A COMMUNITY SURVEY; AND INTERVIEWS WITH KEY COMMUNITY STAKEHOLDERS, PUBLIC HEALTH AND SERVICE PROVIDERS, MEMBERS OF MEDICALLY UNDERSERVED, LOW-INCOME, AND MINORITY POPULATIONS IN THE COMMUNITY, AND INDIVIDUALS OR ORGANIZATIONS SERVING OR REPRESENTING THE INTERESTS OF SUCH POPULATIONS. THE FOLLOWING HOSPITALS JOINTLY CONDUCTED INTERVIEWS WITH COMMUNITY STAKEHOLDERS TO OBTAIN INPUT ON SIGNIFICANT COMMUNITY NEEDS, BARRIERS TO CARE AND RESOURCES AVAILABLE TO ADDRESS THE IDENTIFIED HEALTH NEEDS: CITY OF HOPE EMANATE HEALTH QUEEN OF THE VALLEY EMANATE HEALTH FOOTHILL PRESBYTERIAN EMANATE HEALTH INTERCOMMUNITY HOSPITAL STAKEHOLDER INTERVIEWS THE CHNA CONTAINS DATA FROM 34 TELEPHONE INTERVIEWS, WHICH WERE COMPLETED FROM NOVEMBER 2024 TO APRIL 2025. INTERVIEW PARTICIPANTS INCLUDED A BROAD RANGE OF STAKEHOLDERS CONCERNED WITH HEALTH AND WELL-BEING IN THE GREATER PASADENA AREA AND IN SPA 3 OF THE SAN GABRIEL VALLEY WHO SPOKE TO ISSUES AND NEEDS IN THE COMMUNITY. INTERVIEWS WERE CONDUCTED IN PARTNERSHIP WITH CITY OF HOPE AND EMANATE HEALTH. ADDITIONALLY, INTERVIEW DATA IS INCLUDED FROM THE HEALTH CONSORTIUM OF GREATER SAN GABRIEL VALLEY HOSPITAL COLLABORATIVE, SPECIFICALLY HUNTINGTON HOSPITAL AND KAISER PERMANENTE BALDWIN PARK MEDICAL CENTER. FOCUS GROUPS AND SURVEY PRIMARY DATA WAS ALSO COLLECTED THROUGH SIX FOCUS GROUPS AND A TOTAL OF 59 PEOPLE AS WELL AS AN ADDITIONAL SURVEY FOR INPUT FROM LGBTQ+ YOUNG ADULTS. FOCUS GROUP PARTICIPANTS IN PASADENA THE IDENTIFIED STAKEHOLDERS WERE INVITED BY EMAIL TO PARTICIPATE IN THE PHONE INTERVIEW. APPOINTMENTS FOR THE INTERVIEWS WERE MADE ON DATES AND TIMES CONVENIENT TO THE STAKEHOLDERS. AT THE BEGINNING OF EACH INTERVIEW, THE PURPOSE OF THE INTERVIEW IN THE CONTEXT OF THE ASSESSMENT WAS EXPLAINED, THE STAKEHOLDERS WERE ASSURED THEIR RESPONSES WOULD REMAIN CONFIDENTIAL, AND CONSENT TO PROCEED WAS GIVEN. IN ADDITION, HUNTINGTON HOSPITAL AND KAISER PERMANENTE BALDWIN PARK MEDICAL CENTER SHARED INTERVIEW DATA, WITH STAKEHOLDER CONSENT, BETWEEN COLLABORATING HOSPITALS. DURING THE INTERVIEWS, PARTICIPANTS WERE ASKED TO SHARE THEIR PERSPECTIVES ON THE ISSUES, CHALLENGES AND BARRIERS RELATED TO THE IDENTIFIED HEALTH NEEDS (I.E. WHAT MAKES EACH HEALTH NEED A SIGNIFICANT ISSUE IN THE COMMUNITY? WHAT ARE THE CHALLENGES PEOPLE FACE IN ADDRESSING THESE NEEDS?), ALONG WITH IDENTIFYING KNOWN RESOURCES TO ADDRESS THESE HEALTH NEEDS, SUCH AS SERVICES, PROGRAMS AND/OR COMMUNITY EFFORTS. CITY OF HOPE AND EMANATE HEALTH PARTNERED ON IMPLEMENTING SIX (6) FOCUS GROUPS, UTILIZING DISCUSSION QUESTIONS LIKE THE STAKEHOLDER INTERVIEWS. FOCUS GROUPS INCLUDED: A GROUP OF EMANATE HEALTH PROGRAM STAFF THAT STABILIZE PATIENTS' HEALTH-RELATED SOCIAL NEEDS TEENS WHO FREQUENT PROGRAMS AT A LOCAL COMMUNITY CENTER A LARGELY AFRICAN AMERICAN CONGREGANT CHURCH IN PASADENA A GROUP OF MANDARIN-SPEAKING OLDER ADULTS WHO FREQUENT A CLUB (HAPPY 50+) IN THE SAN GABRIEL VALLEY A COLLABORATIVE OF HOMELESS SERVICES PROVIDERS IN THE SAN GABRIEL VALLEY A GROUP OF SPANISH-SPEAKING COMMUNITY MEMBERS WHO PARTICIPATE IN EMANATE HEALTH COMMUNITY BENEFIT PROGRAMS. (CONTUNUE BELOW)
SCHEDULE H, PART V, SECTION B, LINE 5 FACILITY , 2 FACILITY , 2 - CITY OF HOPE NATIONAL MEDICAL CENTER. ADDITIONALLY, A SURVEY WENT OUT TO A GROUP OF LGBTQ+ YOUNG ADULT ADVOCATES. THEMES FROM THAT SURVEY ARE INCLUDED IN THE CHNA. THE SECONDARY DATA ALLOWS FOR AN EXAMINATION OF THE BROAD HEALTH NEEDS WITHIN A COMMUNITY. HOWEVER, THERE ARE SOME LIMITATIONS WITH REGARD TO THIS DATA: 1. DATA WERE NOT ALWAYS AVAILABLE AT THE ZIP CODE LEVEL, SO COUNTY LEVEL DATA AS WELL AS SPA LEVEL DATA WERE UTILIZED. 2. DISAGGREGATED DATA FOR AGE, ETHNICITY, RACE AND GENDER ARE NOT AVAILABLE FOR ALL DATA INDICATORS, WHICH LIMITED THE EXAMINATION OF DISPARITIES OF HEALTH ISSUES WITHIN THE COMMUNITY. 3. AT TIMES, A STAKEHOLDER-IDENTIFIED HEALTH ISSUE MAY NOT HAVE BEEN REFLECTED BY THE SECONDARY DATA INDICATORS. 4. DATA IS NOT ALWAYS COLLECTED ON AN ANNUAL BASIS, MEANING THAT SOME DATA IS SEVERAL YEARS OLD.
SCHEDULE H, PART V, SECTION B, LINE 6A FACILITY , 1 FACILITY , 1 - CITY OF HOPE NATIONAL MEDICAL CENTER. HUNTINGTON HOSPITAL, USC ARCADIA HOSPITAL, QUEEN OF THE VALLEY AND CITRUS VALLEY - BOTH OF EMANATE HEALTH.
SCHEDULE H, PART V, SECTION B, LINE 11 FACILITY , 1 FACILITY , 1 - CITY OF HOPE NATIONAL MEDICAL CENTER. COMMUNITY HEALTH NEEDS ASSESSMENT FINDINGS ON SEPTEMBER 4, 2025, NINE MEMBERS OF CITY OF HOPE'S COMMUNITY BENEFIT ADVISORY COUNCIL (CBAC) CONVENED TO PRIORITIZE THE MOST SIGNIFICANT HEALTH NEEDS TO ADDRESS OVER THE NEXT THREE YEARS. THIS MEETING MARKED THE CULMINATION OF A MULTI-PHASE PROCESS DESIGNED TO ENSURE THAT BOTH QUANTITATIVE DATA AND COMMUNITY VOICE WERE CENTRAL TO DECISION-MAKING. DATA COLLECTION AND ANALYSIS SECONDARY DATA THE PROCESS BEGAN WITH A COMPREHENSIVE SECONDARY DATA ANALYSIS, WHICH IDENTIFIED A PRELIMINARY LIST OF SIGNIFICANT HEALTH NEEDS. THESE WERE EVALUATED USING TWO KEY CRITERIA: SIZE OF THE PROBLEM - THE PROPORTION OF THE POPULATION AFFECTED SERIOUSNESS OF THE PROBLEM - THE IMPACT ON INDIVIDUALS, FAMILIES, AND COMMUNITIES HEALTH INDICATORS WERE MEASURED AGAINST BENCHMARK DATA, INCLUDING CALIFORNIA STATE RATES AND HEALTHY PEOPLE 2030 OBJECTIVES. INDICATORS PERFORMING POORLY AGAINST ONE OR MORE BENCHMARKS WERE FLAGGED AS SIGNIFICANT. PRIMARY DATA TO VALIDATE AND ENRICH THE FINDINGS FROM SECONDARY DATA, CBAC CONDUCTED PRIMARY DATA COLLECTION THROUGH: 34 STAKEHOLDER INTERVIEWS (NOV 2024-APR 2025), INCLUDING REPRESENTATIVES FROM CITY OF HOPE, EMANATE HEALTH, HUNTINGTON HOSPITAL, KAISER PERMANENTE BALDWIN PARK, AND THE HEALTH CONSORTIUM OF GREATER SAN GABRIEL VALLEY SIX FOCUS GROUPS WITH 59 PARTICIPANTS A COMMUNITY SURVEY, INCLUDING TARGETED OUTREACH TO LGBTQ+ YOUNG ADULTS THIS QUALITATIVE INPUT ADDED DEPTH AND NUANCE TO THE QUANTITATIVE FINDINGS, HELPING TO: VALIDATE SECONDARY DATA RESULTS. IDENTIFY ADDITIONAL COMMUNITY CONCERNS. HIGHLIGHT DISPARITIES AMONG SUBPOPULATIONS. SURFACE COMMUNITY ASSETS TO ADDRESS NEEDS. EARLY PRIORITIZATION OF NEEDS USING COMMUNITY FEEDBACK, THE SIGNIFICANT HEALTH NEEDS WERE PRIORITIZED BASED ON: PERCEIVED SEVERITY OF THE ISSUE. IMPORTANCE TO CITY OF HOPE'S MISSION AND CAPACITY TO RESPOND. THIS EARLY PRIORITIZATION OFFERED A POWERFUL SNAPSHOT OF COMMUNITY PERCEPTION, INDEPENDENT OF INSTITUTIONAL FRAMING. THE TOP CONCERNS IDENTIFIED WERE: HOUSING AFFORDABILITY AND HOMELESSNESS MENTAL HEALTH FOOD INSECURITY THESE ISSUES RANKED HIGHEST ACROSS ALL CATEGORIES: SEVERITY OF IMPACT, WORSENING TRENDS, AND LACK OF RESOURCES. THIS UNFILTERED INSIGHT UNDERSCORED THE URGENCY OF ADDRESSING INTERCONNECTED CHALLENGES THROUGH COLLABORATIVE, EQUITY-DRIVEN STRATEGIES. FINAL PRIORITIZATION AND STRATEGIC ALIGNMENT DURING THE SEPTEMBER 4 SPECIAL CONVENING OF THE COMMUNITY BENEFIT ADVISORY COUNCIL (CBAC), MEMBERS USED THE 2025 CHNA PRIORITIZATION CRITERIA TO EVALUATE ALL TEN IDENTIFIED NEEDS. THIS STRUCTURED RUBRIC CONSIDERED THE FOLLOWING: POPULATION-LEVEL DATA COMMUNITY INPUT FEASIBILITY OF INTERVENTION ALIGNMENT WITH EXISTING RESOURCES AND PARTNERSHIPS RECOGNIZING THAT MANY HEALTH ISSUES SHARE ROOT CAUSES AND OVERLAPPING RISK FACTORS, CBAC EMPHASIZED THE IMPORTANCE OF ADDRESSING INTERSECTIONS-A CONCEPT GROUNDED IN THE HEALTHY PEOPLE 2030 DEFINITION OF SOCIAL DETERMINANTS OF HEALTH (SDOH). THE FINAL PRIORITIES SELECTED WERE: FOOD INSECURITY ACCESS TO CARE HEALTHY LIVING CANCER THESE FOUR AREAS REPRESENT A CONVERGENCE OF URGENCY, FEASIBILITY, AND INSTITUTIONAL ALIGNMENT. AS ONE CBAC MEMBER INSIGHTFULLY NOTED, "THE INTERSECTIONS ARE WHERE THE MAGIC HAPPENS." BY FOCUSING ON THESE FOUR AREAS, CITY OF HOPE IS STRATEGICALLY ADDRESSING THE BROADER LANDSCAPE OF HEALTH NEEDS THROUGH INTEGRATED APPROACHES AND CROSS-SECTOR COLLABORATION-ULTIMATELY WORKING TOWARD HEALTH EQUITY ACROSS ALL TEN IDENTIFIED ISSUES. IMPACT EVALUATION OF PRIORITIES IDENTIFIED IN THE LAST ASSESSMENT CITY OF HOPE CONDUCTED ITS PREVIOUS CHNA IN 2022. SIGNIFICANT HEALTH NEEDS WERE IDENTIFIED FROM ISSUES SUPPORTED BY PRIMARY AND SECONDARY DATA SOURCES GATHERED FOR THE CHNA. IN DEVELOPING THE HOSPITAL'S IMPLEMENTATION STRATEGY RESULTING FROM THE 2022-2025 CHNA, CITY OF HOPE CHOSE TO ADDRESS SOCIAL DETERMINANTS OF HEALTH, HEALTH ACCESS, MENTAL HEALTH AND CANCER. AN EVALUATION OF THE IMPACT OF THE ACTIONS CITY OF HOPE TOOK TO ADDRESS THESE SIGNIFICANT HEALTH NEEDS CAN BE FOUND IN THE 2025 COMMUNITY BENEFIT REPORT: CITYOFHOPE.ORG/SITES/WWW/FILES/FILES/FY2025-CBREPORT-FINAL.PDF
SCHEDULE H, PART V, SECTION B, LINE 20 FACILITY , 1 FACILITY , 1 - CITY OF HOPE NATIONAL MEDICAL CENTER. NEITHER CITY OF HOPE NOR ANY THIRD-PARTY COLLECTION VENDORS IT MAY UTILIZE, WILL USE ANY EXTRAORDINARY COLLECTION ACTIVITY (ECA) AS A MEANS OF COLLECTING UNPAID HOSPITAL BILLS FROM PATIENTS WHO ARE ELIGIBLE FOR ANY FORM OF FINANCIAL ASSISTANCE UNDER THE MEDICAL CENTER'S FINANCIAL ASSISTANCE POLICY. ALL AGENCIES USED FOR COLLECTION PURPOSES ARE ADVISED OF CITY OF HOPE'S POLICY IN WRITING, AND THE MEDICAL CENTER'S FINANCIAL ASSISTANCE POLICY IS INCORPORATED, BY REFERENCE, IN COLLECTION CONTRACTS WITH SUCH AGENCIES. CITY OF HOPE RECEIVES WRITTEN ASSURANCE FROM THE AGENCY(IES) THAT THEY WILL ADHERE TO CITY OF HOPE FINANCIAL SERVICES STANDARDS.
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
Schedule H (Form 990) 2024
Schedule H (Form 990) 2024
Page 9
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?0
Name and address Type of Facility (describe)
1
2
3
4
5
6
7
8
9
10
Schedule H (Form 990) 2024
Schedule H (Form 990) 2024
Page 10
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
SCHEDULE H, PART I, LINE 3C ELIGIBILITY CRITERIA FOR FREE OR DISCOUNTED CARE AN INDIVIDUAL WILL ALSO BE CONSIDERED FOR FINANCIAL ASSISTANCE IF THAT INDIVIDUAL OR THEIR ESTATE HAS DECLARED BANKRUPTCY. ADDITIONALLY, AND CONSISTENT WITH CITY OF HOPE'S MISSION AND THE PROPER STEWARDSHIP OF COH CITY OF HOPE FUNDS, ALL MONETARY ASSETS OF THE PATIENT OR PATIENT'S LEGAL GUARDIAN MAY BE CONSIDERED IN REVIEWING A FINANCIAL ASSISTANCE APPLICATION, WITH THE EXCEPTION OF THE FOLLOWING ASSETS: (A) AMOUNTS IN PATIENT RETIREMENT OR DEFERRED COMPENSATION PLANS QUALIFIED UNDER THE INTERNAL REVENUE CODE; (B) THE PRIMARY RESIDENCE WHERE THE PATIENT OR THE PATIENT'S FAMILY RESIDES; (C) AUTOMOBILE NEEDED TO TRANSPORT WORKING FAMILY MEMBERS TO AND FROM WORK; AND (D) SAVINGS ACCOUNTS WITH LESS THAN TWO MONTHS OF ANNUAL INCOME.
SCHEDULE H, PART I, LINE 6A COMMUNITY BENEFIT REPORT PREPARED BY RELATED ORGANIZATION CITY OF HOPE (FEIN 95-3435919)
SCHEDULE H, PART I, LINE 7 COSTING METHODOLOGY USED TO CALCULATE FINANCIAL ASSISTANCE SCHEDULE H, PART I, LINES 7A-7D - FINANCIAL ASSISTANCE AND MEANS-TESTED GOVERNMENT PROGRAMS THE AMOUNTS REPORTED IN THIS SECTION WERE DETERMINED USING COST ACCOUNTING METHODOLOGY THAT CAPTURES THE TRUE COST OF TREATING PATIENTS. THESE AMOUNTS INCLUDE BOTH DIRECT AND INDIRECT COSTS AND INCLUDES ALL PATIENT AND PAYOR SEGMENTS SUCH AS INPATIENT AND OUTPATIENT, PRIVATE INSURANCE, MANAGED CARE, MEDICARE, MEDI-CAL, OTHER INSURERS, AND THE UNINSURED OR UNDERINSURED. THE CALIFORNIA HOSPITAL FEE PROGRAM (THE PROGRAM) THAT BECAME EFFECTIVE JANUARY 1, 2010 HAS TWO COMPONENTS. THE QUALITY ASSURANCE FEE ACT GOVERNS THE "HOSPITAL FEE "QUALITY ASSURANCE FEE" (QA FEE) PAID BY PARTICIPATING HOSPITALS, AND THE MEDI-CAL HOSPITAL PROVIDER STABILIZATION ACT GOVERNS SUPPLEMENTAL MEDI-CAL PAYMENTS (SUPPLEMENTAL PAYMENTS) MADE TO PROVIDERS FROM THE FUND. HOSPITAL PARTICIPATION IS MANDATORY, WITH LIMITED EXCEPTIONS. DURING THE FISCAL YEAR ENDED SEPTEMBER 30, 2025 THE MEDICAL CENTER MADE PAYMENTS TO THE CALIFORNIA DEPARTMENT OF HEALTH CARE SERVICES (DHCS) FOR THE QA FEE IN THE AMOUNT OF $51,280,400, AND RECORDED AS REVENUE $135,735,048 IN SUPPLEMENTAL PAYMENTS. THE PAYMENTS AND REVENUES PERTAINED TO TWO PROGRAMS WITH ACTIVITY DURING THE FISCAL YEAR, A 12-MONTH HOSPITAL FEE PROGRAM COVERING THE PERIOD FROM JANUARY 1, 2024 THROUGH DECEMBER 31, 2024 AND A 24-MONTH HOSPITAL FEE PROGRAM COVERING THE PERIODS FROM JANUARY 1, 2025 THROUGH DECEMBER 31, 2026. THE QA FEE IN THE AMOUNT OF $51,280,400 HAS BEEN INCLUDED IN SCHEDULE H, PART I, LINE 7B, COLUMN (C), TOTAL COMMUNITY BENEFIT EXPENSE. THE SUPPLEMENTAL PAYMENTS TOTALING $135,735,048 HAVE BEEN INCLUDED IN SCHEDULE H, PART I, LINE 7B, COLUMN (D), DIRECT OFFSETTING REVENUE. EXCLUDING THE EFFECTS OF THE PROGRAM ON FISCAL YEAR 2025 SCHEDULE H, PART I, LINE 7B, COLUMN (E) NET COMMUNITY BENEFIT EXPENSE WOULD HAVE BEEN EQUAL TO $52,101,793 OR 1.58% OF TOTAL EXPENSES. THIS WOULD HAVE INCREASED LINE 7K, COLUMN (F), TO 7.79%. CITY OF HOPE CONTINUES TO MAINTAIN A STRONG COMMITMENT TO CARING FOR ALL MEMBERS OF THE COMMUNITY, ESPECIALLY THE VULNERABLE. SCHEDULE H, PART I, LINES 7E-7F - COMMUNITY HEALTH IMPROVEMENT SERVICES, COMMUNITY BENEFIT OPERATIONS AND HEALTH PROFESSIONS EDUCATION COMMUNITY HEALTH IMPROVEMENT ACTIVITIES, COMMUNITY HEALTH BENEFIT OPERATIONS, AND HEALTH PROFESSIONS EDUCATION WERE BASED ON ACTUAL OR ESTIMATED STAFF HOURS AND SALARIES DEVOTED TO THESE ACTIVITIES DURING FISCAL YEAR 2025. AMOUNTS REPORTED FOR COMMUNITY HEALTH IMPROVEMENT SERVICES INCLUDE COMMUNITY BENEFIT OPERATIONS AND HEALTH PROFESSIONS EDUCATION, WHICH WAS DETERMINED BASED ON DATA REPORTED BY VARIOUS MEDICAL CENTER DEPARTMENTS. SCHEDULE H, PART I, LINE 7H - RESEARCH RESEARCH COSTS WERE DETERMINED USING A DIRECT COST METHODOLOGY AND APPLYING A FEDERALLY APPROVED INDIRECT COST RATE. DIRECT COSTS INCLUDE SALARIES, WAGES AND BENEFITS, SUPPLIES, MATERIALS AND SERVICES RENDERED IN THE PERFORMANCE OF RESEARCH ACTIVITIES SPONSORED THROUGH THE MEDICAL CENTER. DIRECT OFFSETTING REVENUES ARE THOSE REVENUES SUPPORTING THE RESEARCH ACTIVITIES. IN ADDITION TO THE MEDICAL CENTER'S COMMUNITY BENEFIT FROM RESEARCH ENDEAVORS, THE BECKMAN RESEARCH INSTITUTE OF THE CITY OF HOPE AND THE TRANSLATIONAL GENOMICS RESEARCH INSTITUTE ALSO CONTRIBUTED TO THE COMMUNITY A COMBINED $277,179,461 OF INTERNALLY FUNDED RESEARCH DURING FISCAL YEAR 2025. THIS AMOUNT HAS NOT BEEN INCLUDED IN THE TOTALS ON SCHEDULE H, PART I, LINE 7. SCHEDULE H, PART I, LINE 7I - CASH AND IN-KIND CONTRIBUTIONS FOR COMMUNITY BENEFIT THE COST OF CASH AND IN-KIND CONTRIBUTIONS MADE BY THE MEDICAL CENTER WERE CALCULATED USING ACTUAL COSTS. CHA GUIDELINES FROM 2022 WERE USED TO DETERMINE WHETHER ACTIVITIES ARE QUALIFIED AS COMMUNITY BENEFITS.
SCHEDULE H, PART II COMMUNITY BUILDING ACTIVITIES COMMUNITY BUILDING ACTIVITIES SHOWN ON SCHEDULE H ARE VALUED AT $121,630 AND ARE COMPRISED OF COALITION BUILDING AND WORKFORCE DEVELOPMENT ACTIVITIES THAT INCLUDE COMMUNITY GRANT PROGRAMS AND STEAM INITIATIVES. AT CITY OF HOPE, WE DO NOT DO POPULATION HEALTH INTERVENTIONS ON A REGULAR BASIS. WE RECOGNIZE THAT THERE ARE ORGANIZATIONS IN OUR COMMUNITY WHO ARE EXPERTS IN THIS AREA. THIS YEAR, WE FUNDED 14 LOCAL NON-PROFIT ORGANIZATIONS TO DELIVER INNOVATIVE PROGRAMS THAT ADDRESS ONE OR MORE OF OUR STRATEGIC PRIORITIES AROUND ACCESS TO CARE, HEALTHY LIVING, MENTAL HEALTH, OR CANCER PREVENTION. OUR COMMUNITY BENEFIT ADVISORY COUNCIL MEMBERS MADE THE SELECTIONS AND GRANTED $5,000 TO EACH GROUP. THE ADDED BONUS - CITY OF HOPE NOW HAS AN OPPORTUNITY TO LEARN MORE ABOUT OUR LOCAL VULNERABLE POPULATIONS AND CAN HELP SUPPORT OUR LOCAL COMMUNITY EFFORTS TOWARD TACKLING HEALTH DISPARITIES IN THE MOST CULTURALLY APPROPRIATE AND SPECIFIC MANNER. OUR COMMUNITY BUILDING/HEALTH EQUITY GRANTS (4 PROGRAMS WERE FUNDED IN 2025) PROVIDED FUNDING TO SUPPORT (AT A $5,000 LEVEL) THE WORK OF THE FOUNDATION FOR TRANSFORMATION - WELLNESS ACCESS PROJECT, SHEPHERD'S DOOR - EQUINE THERAPY, BETTER ANGELS UNITED - RESOURCE DAY. HEALTHY SAN GABRIEL VALLEY - ACCOUNTABLE COMMUNITIES FOR HEALTH WAS FUNDED AT THE $20,000 LEVEL TO SUPPORT THE ONGOING WORK TO STRENGTHEN LOCAL COLLABORATIONS AND AMPLIFY SYSTEMS CHANGE DATA AND TO SERVE AS A CENTRAL HUB FOR EQUITABLE COMMUNITY ACTION. SCHOOL WELLNESS PROGRAMS CONTINUE TO THRIVE AND INCLUDED THE FARM LAB AT ARROYO HIGH SCHOOL AND SOUTH EL MONTE HIGH SCHOOL, AND THE KID'S RUN FARMER'S MARKETS. THE FOOD INSECURITY PROGRAMS CONTINUE TO GROW AND IMPACT OUR LOCAL COMMUNITIES AND VULNERABLE PATIENTS VIA OUR QUARTERLY PRODUCE FOR PATIENTS, FOOD BAG PROGRAM, COMMUNITY COLLABORATIONS THAT INCREASE ACCESS TO FOOD RESOURCES NEAR A VULNERABLE PATIENT'S HOME AND THE GARDEN OF HOPE. OUR CANCER CARE IS DIFFERENT CAMPAIGN/CANCER PATIENTS BILL OF RIGHTS CONTINUES TO WORK STATE-WIDE IN BUILDING SUPPORT FOR LEGISLATION THAT BREAKS DOWN BARRIERS FOR ALL PEOPLE IN NEED OF CANCER CARE. IN ADDITION TO PREVENTING DISEASE, UPHOLDING SUSTAINABLE ENVIRONMENTAL PRACTICES AND FOSTERING A BROAD RANGE OF PARTNERSHIPS TO COLLABORATIVELY ADVANCE THE HEALTH OF OUR COMMUNITIES, CITY OF HOPE IS COMMITTED TO INCREASING EDUCATIONAL OPPORTUNITIES THAT CAN LEAD TO CAREERS IN HEALTH CARE FOR UNDERREPRESENTED ETHNIC/CULTURAL GROUPS. HEALTH CARE IS DIVERSE AND COMPLEX. A HEALTHCARE DELIVERY SYSTEM NEEDS SUPPORT ACROSS THE INSTITUTION THAT INCLUDES FOOD AND NUTRITION SERVICES. DURING FISCAL YEAR 2025 WE CONTINUED TO EXPLORE INTERNSHIP OPPORTUNITIES FOR STUDENTS IN OUR SURROUNDING COMMUNITIES. ADDITIONALLY, THROUGH OUR WORK WITH THE FARM LAB AT ARROYO HIGH SCHOOL, WE ARE CONTINUING TO WORK WITH THE DISTRICT TO CREATE A "CAREER TECHNICAL EDUCATION" PATHWAY FOR STUDENTS TO LEARN MORE ABOUT URBAN FARMING AND FARM-TO-TABLE ENDEAVORS AS WELL AS EXPANDING THE PRESENCE OF URBAN GARDENS AT EACH OF THE HIGH SCHOOLS IN THE DISTRICT. LEARN MORE AT: HTTPS://WWW.CITYOFHOPE.ORG/ABOUT-CITY-OF-HOPE/COMMUNITY-OUTREACH/COMMUNITY-BENEFIT/HEALTHY-LIVING-GRANT-PROGRAM BEING A GOOD CITIZEN MEANS BEING SUPPORTIVE OF THE WORK OUR CITIES AND COMMUNITY ORGANIZATIONS DO TO IMPROVE THE LIVES OF THE PEOPLE THEY SERVE. THROUGHOUT THE YEAR CITY OF HOPE HAS SUPPORTED VIRTUAL MEET VENUES, VIA ZOOM OR TEAMS. ALLOWING THESE ORGANIZATIONS TO CONTINUE TO CONVENE THEIR STAKEHOLDERS OR PROVIDE EDUCATION. DURING FY2025 WE ALSO PROVIDED MEETING SPACES TO OUR COMMUNITY PARTNERS VIA LOCATIONS ON THE DUARTE MAIN CAMPUS AND THE RIVERGRADE FACILITY IN IRWINDALE. THIS ABILITY TO PROVIDE IN-PERSON CONVENING SUPPORTS OUR COMMUNITY TO BUILD THE RELATIONSHIPS NECESSARY TO SUSTAIN THEIR WORK AND ALLOW FOR PARTNERSHIPS TO DEVELOP THAT STRENGTHEN OUR COLLECTIVE ABILITY TO SERVE THE VULNERABLE IN OUR SERVICE AREA. EACH PROGRAM IS DESCRIBED IN DETAIL WITHIN THE FISCAL YEAR 2025 COMMUNITY BENEFIT REPORT AVAILABLE ONLINE: HTTPS://WWW.CITYOFHOPE.ORG/LOS-ANGELES/COMMUNITY-OUTREACH/COMMUNITY-BENEFIT
SCHEDULE H, PART III, LINE 2 BAD DEBT EXPENSE - METHODOLOGY USED TO ESTIMATE AMOUNT THE ALLOWANCES FOR CONTRACTUAL DISCOUNTS AND UNCOLLECTIBLE ACCOUNTS HAVE BEEN DETERMINED BASED ON HISTORICAL COLLECTION DATA AND OTHER FACTORS, INCLUDING CHANGES TO CONTRACT TERMS. AS A RESULT OF CERTAIN CHANGES REQUIRED BY ASU 2014-09, THE MAJORITY OF CITY OF HOPE'S PROVISION FOR UNCOLLECTIBLE ACCOUNTS IS RECORDED AS A DIRECT REDUCTION TO NET PATIENT SERVICE REVENUE INSTEAD OF BEING PRESENTED AS A COMPONENT OF EXPENSES ON THE CONSOLIDATED STATEMENTS OF ACTIVITIES FOR THE YEAR ENDED SEPTEMBER 30, 2025.
SCHEDULE H, PART III, LINE 4 BAD DEBT EXPENSE - FINANCIAL STATEMENT FOOTNOTE THE ALLOWANCES FOR CONTRACTUAL DISCOUNTS AND UNCOLLECTIBLE ACCOUNTS HAVE BEEN DETERMINED BASED ON HISTORICAL COLLECTION DATA AND OTHER FACTORS, INCLUDING CHANGES TO CONTRACT TERMS. AS A RESULT OF CERTAIN CHANGES REQUIRED BY ASU 2014-09, THE MAJORITY OF CITY OF HOPE'S PROVISION FOR UNCOLLECTIBLE ACCOUNTS IS RECORDED AS A DIRECT REDUCTION TO NET PATIENT SERVICE REVENUE INSTEAD OF BEING PRESENTED AS A COMPONENT OF EXPENSES ON THE CONSOLIDATED STATEMENTS OF ACTIVITIES FOR THE YEAR ENDED SEPTEMBER 30, 2025. THE TOTAL BAD DEBT EXPENSE INCURRED BY THE MEDICAL CENTER DURING FISCAL YEAR 2025 WAS $1,879,176, WHICH WAS INCLUDED AS A DIRECT REDUCTION TO NET PATIENT SERVICE REVENUES.
SCHEDULE H, PART III, LINE 8 COMMUNITY BENEFIT & METHODOLOGY FOR DETERMINING MEDICARE COSTS IN ADDITION TO BEING AN NCI-DESIGNATED COMPREHENSIVE CANCER CENTER, CITY OF HOPE IS A FOUNDING MEMBER OF THE NATIONAL COMPREHENSIVE CANCER NETWORK (NCCN), AN ALLIANCE OF 34 OF THE NATION'S LEADING CANCER CENTERS THAT DEFINE AND SET NATIONAL STANDARDS FOR CANCER CARE - STANDARDS THAT ARE MADE AVAILABLE TO PATIENTS AND PHYSICIANS. NCCN MEMBER INSTITUTIONS ADVANCE CANCER PREVENTION, SCREENING, DIAGNOSIS AND TREATMENT THROUGH EXCELLENCE IN BASIC AND CLINICAL RESEARCH. CITY OF HOPE AND OTHER NCCN PARTNERS ENHANCE THE EFFECTIVENESS AND EFFICIENCY OF CANCER CARE DELIVERY THROUGH THE ON-GOING COLLECTION, SYNTHESIS AND ANALYSIS OF OUTCOME DATA. GIVEN THE INSTITUTION'S FOCUS ON CANCER AND THE HIGHER INCIDENCE OF CANCER AMONG ADULTS 65 AND OLDER, THE MEDICAL CENTER TREATS A HIGH PROPORTION OF MEDICARE PATIENTS. THAT FACT, COMBINED WITH THE HIGH COST OF COMPLEX CARE, MEANS THAT THE MEDICAL CENTER BEARS SIGNIFICANT UNREIMBURSED MEDICARE EXPENSES. RECOGNIZING THE MEDICAL CENTER'S EXTRAORDINARY CONTRIBUTIONS TO CANCER CARE, RESEARCH, EDUCATION AND POPULATION HEALTH, THE MEDICAL CENTER'S MEDICARE SHORTFALL SHOULD BE CONSIDERED A COMMUNITY BENEFIT. IN ADDITION TO THE MEDICARE SHORTFALL AMOUNT INCLUDED ON SCHEDULE H, PART III, SECTION B, MEDICARE, LINE 7, THE MEDICAL CENTER INCURS ADDITIONAL COSTS IN THE TREATMENT OF MEDICARE PATIENTS FOR WHICH MEDICARE EXCLUDES FROM THE CALCULATION OF ALLOWABLE COSTS. THIS AMOUNT TOTALED APPROXIMATELY $28,760,350 FOR FISCAL YEAR 2025 AND HAS NOT BEEN INCLUDED IN THE TOTALS ON SCHEDULE H, PART III, LINE 7. INCLUDING THE AMOUNT ON SCHEDULE H, PART III, LINE 7, THE TOTAL SHORTFALL THE MEDICAL CENTER INCURS FOR MEDICARE PATIENTS TOTALED APPROXIMATELY $116,632,190. THE MEDICAL CENTER BELIEVES THAT THESE COSTS SHOULD BE CONSIDERED A COMMUNITY BENEFIT. MEDICARE COST IS BASED ON THE MEDICARE COST REPORT WHICH COMBINES ROUTINE AND ANCILLARY COSTS. THE COST FOR ANCILLARY SERVICES IS BASED ON A RATIO OF COST TO CHARGES. ROUTINE SERVICES ARE BASED ON DIRECT ROUTINE COSTS AND ARE ALLOCATED BASED ON THE MEDICARE PATIENT DAYS AS A PERCENT OF THE MEDICAL CENTER'S TOTAL PATIENT DAYS.
SCHEDULE H, PART III, LINE 9B COLLECTION PRACTICES FOR PATIENTS ELIGIBLE FOR FINANCIAL ASSISTANCE PATIENT ACCOUNTS ARE NOT SENT TO COLLECTION WITHOUT GIVING PATIENTS ADEQUATE TIME TO BE EVALUATED OR RE-EVALUATED FOR FINANCIAL ASSISTANCE OR TO DEVELOP ALTERNATIVE PAYMENT ARRANGEMENTS. PATIENT ACCOUNTS WILL NOT BE SENT TO COLLECTION WHILE PENDING COMPLETION OF FINANCIAL COUNSELING. A PATIENT WILL BE GIVEN AT LEAST SEVEN BUSINESS DAYS NOTICE BEFORE HIS OR HER ACCOUNT IS SENT TO A COLLECTION AGENCY. NEITHER THE MEDICAL CENTER NOR ITS THIRD PARTY COLLECTION VENDORS WILL USE WAGE GARNISHMENT OR LIENS ON PRIMARY RESIDENCES AS A MEANS OF COLLECTING UNPAID HOSPITAL BILLS FROM PATIENTS WHO ARE ELIGIBLE FOR ANY FORM OF CHARITY CARE UNDER THE CHARITY CARE POLICY. ALL AGENCIES USED FOR COLLECTION ARE ADVISED ON THE MEDICAL CENTER'S POLICY IN WRITING AND THE CHARITY CARE POLICY IS INCORPORATED BY REFERENCE IN COLLECTION CONTRACTS WITH SUCH AGENCIES. THE MEDICAL CENTER RECEIVES WRITTEN ASSURANCES FROM THESE AGENCIES THAT THEY WILL ADHERE TO THE MEDICAL CENTER'S STANDARDS.
SCHEDULE H, PART V, SECTION B, LINE 16A FAP WEBSITE - CITY OF HOPE NATIONAL MEDICAL CENTER: LINE 16A URL: CITYOFHOPE.ORG/LOCATIONS/LOS-ANGELES/INSURANCE-AND-FINANCIAL-OPTIONS/PRICING-BILLING-FINANCIAL;
SCHEDULE H, PART V, SECTION B, LINE 16B FAP APPLICATION WEBSITE - CITY OF HOPE NATIONAL MEDICAL CENTER: LINE 16B URL: CITYOFHOPE.ORG/LOCATIONS/LOS-ANGELES/INSURANCE-AND-FINANCIAL-OPTIONS/PRICING-BILLING-FINANCIAL;
SCHEDULE H, PART V, SECTION B, LINE 16C FAP PLAIN LANGUAGE SUMMARY WEBSITE - CITY OF HOPE NATIONAL MEDICAL CENTER: LINE 16C URL: CITYOFHOPE.ORG/LOCATIONS/LOS-ANGELES/INSURANCE-AND-FINANCIAL-OPTIONS/PRICING-BILLING-FINANCIAL;
SCHEDULE H, PART VI, LINE 2 NEEDS ASSESSMENT THE 2025 COMMUNITY HEALTH NEEDS ASSESSMENT AND 2026-2029 IMPLEMENTATION STRATEGY WERE APPROVED BY THE MEDICAL CENTER'S BOARD ON 9/11/25 AND 11/13/2025, RESPECTIVELY. IN ADDITION TO THE TRI-ANNUAL COMMUNITY HEALTH NEEDS ASSESSMENT, CITY OF HOPE, ON AN ONGOING BASIS, USES HEALTH STATUS DATA FROM SUCH SOURCES AS THE CALIFORNIA DEPARTMENT OF HEALTH SERVICES, THE LA COUNTY DEPARTMENT OF PUBLIC HEALTH, ECONOMIC DATA FROM THE SAN GABRIEL VALLEY ECONOMIC PARTNERSHIP AND A VARIETY OF PUBLICLY AVAILABLE DATA SETS TO EXPLORE NEED. THE COMMUNITY BENEFIT ADVISORY COUNCIL (CBAC) IS USED EXTENSIVELY TO IDENTIFY AND PRIORITIZE COMMUNITY HEALTH NEEDS AND GUIDE PROGRAM DEVELOPMENT. OVERSIGHT TO ENSURE CITY OF HOPE'S REPORTABLE COMMUNITY BENEFIT PROGRAMS AND SERVICES ARE TARGETING THE NEEDS IDENTIFIED IN THE 2025 NEEDS ASSESSMENT, THE CBAC MEETS AT LEAST FOUR TIMES A YEAR. THE CBAC MEMBERS ARE INDIVIDUALS THAT REPRESENT THE LOCAL COMMUNITY WITH THE FOLLOWING AREAS OF EXPERTISE THAT HELP GUIDE TRANSPARENT COMMUNITY BENEFIT PROGRAMMING. EACH CBAC MEMBER MUST HAVE ONE OF THE FOLLOWING TALENTS AND/OR EXPERIENCES: - RESIDENCE IN A LOCAL COMMUNITY WITH A DISPROPORTIONATE PERCENTAGE OF UNMET HEALTH RELATED NEEDS - KNOWLEDGE AND EXPERTISE IN PRIMARY DISEASE PREVENTION - EXPERIENCE WORKING WITH LOCAL NONPROFIT COMMUNITY-BASED ORGANIZATIONS - KNOWLEDGE AND EXPERTISE IN EPIDEMIOLOGY - EXPERTISE IN THE ANALYSIS OF SERVICE UTILIZATION AND POPULATION HEALTH DATA MEMBERSHIP IN THE CBAC IS MADE UP OF REPRESENTATIVES FROM THE FOLLOWING ORGANIZATIONS: - AMERICAN CANCER SOCIETY - USC - ARCADIA METHODIST HOSPITAL - CENTER FOR NON-PROFIT MANAGEMENT - CITY OF AZUSA: RECREATION AND FAMILY SERVICES - CITY OF DUARTE: SENIOR SERVICES - CITY OF PASADENA HEALTH DEPARTMENT - CITY OF SAN GABRIEL HEAR COMMISSION - DUARTE UNIFIED SCHOOL DISTRICT - FOOTHILL UNITY CENTER - LOS ANGELES COUNTY DEPARTMENT OF HEALTH SERVICES: REGION SPA 3 - MARYKNOLL SISTER - MONROVIA - PLANNED PARENTHOOD PASADENA AND SAN GABRIEL VALLEY - SET OF LIFE INC. - YWCA - SAN GABRIEL VALLEY MS. MIKI CARPENTER AND MS. PATRICIA DUFF TUCKER SERVE AS THE CO-CHAIRS OF CBAC. THROUGHOUT FY2025, CBAC MET FOUR TIMES (TWICE IN PERSON AND TWICE VIRTUALLY). DURING THE COURSE OF THIS YEAR, CBAC MEMBERS REVIEWED AND AWARDED THE HEALTHY LIVING GRANTS AND KINDNESS GRANTS, CONDUCTED VIRTUAL AND ON-SITE, SITE VISITS OF THE GRANTEES, PARTICIPATED IN THE IN-PERSON HEALTHY LIVING CONFERENCE AND PROVIDED GUIDANCE AS WE COMPLETED OUR 2025 COMMUNITY HEALTH NEEDS ASSESSMENT AND SHARED THE FINDINGS WITH OUR COMMUNITY. THE COMMUNITY BENEFIT DEPARTMENT ALSO ESTABLISHED AN INTERNAL HUB COMPRISED OF CITY OF HOPE STAFF MEMBERS WHO ARE RESPONSIBLE FOR CONTRIBUTING TO COMMUNITY BENEFIT PROGRAMS AND SERVICES. THEY MEET ON A QUARTERLY BASIS TO DISCUSS FEDERAL REPORTING REQUIREMENTS, RECEIVE TECHNICAL ASSISTANCE AND LEARN ABOUT CITY OF HOPE'S PROCESSES FOR ENSURING PROGRAMS ADDRESS PRIORITIES OUTLINED IN THE IMPLEMENTATION STRATEGY. ADDITIONALLY, THIS GROUP HAS AN INTERNAL WEBSITE THAT PROVIDES LINKS TO RESOURCES, COMMUNITY BENEFIT BEST PRACTICES AND INTERNAL TOOLS FOR SHARING AND BUILDING COLLABORATIONS THAT STRENGTHEN THE QUALITY OF STAFF CONTRIBUTIONS. MONITORING AND EVALUATION WE BELIEVE THAT TAKING A BUSINESS APPROACH TO PLANNING AND EVALUATING THE IDENTIFIED INITIATIVES WILL ENSURE THEIR LONG-TERM SUSTAINABILITY. WE REALIZE THAT EVALUATION IS NECESSARY TO MEASURE SUCCESS, AS WELL AS TO IDENTIFY AREAS NEEDING IMPROVEMENT. THE PROCESS CAN RESULT IN MORE EFFECTIVE INITIATIVES. CITY OF HOPE IS WORKING TO IDENTIFY THE BEST METHODS OF MONITORING AND EVALUATING THE IMPACT OF THE INITIATIVES IDENTIFIED IN THIS DOCUMENT. IN ORDER TO EFFICIENTLY DEPLOY RESOURCES AND MAXIMIZE RESULTS, CITY OF HOPE'S ANNUAL BUDGET WILL INCLUDE THE OPERATING FUNDS REQUIRED TO MANAGE, TRACK AND REPORT ON THE OUTCOMES AND IMPACTS OF ALL COMMUNITY BENEFIT PROGRAMS AND INITIATIVES.
SCHEDULE H, PART VI, LINE 3 PATIENT EDUCATION OF ELIGIBILITY FOR ASSISTANCE PATIENTS AND PERSONS WHO MAY BE BILLED FOR PATIENT CARE ARE INFORMED ABOUT THEIR POSSIBLE ELIGIBILITY FOR ASSISTANCE BY THE MEDICAL CENTER'S PATIENT FINANCIAL COUNSELORS PRIOR TO THEIR FIRST APPOINTMENT. IN ADDITION, DURING THE INITIAL MEETING BETWEEN CLINICAL SOCIAL WORKERS AND PATIENTS AND THEIR FAMILIES, ASSESSMENT OF A PATIENT'S NEED FOR ASSISTANCE WITH HOUSING, TRANSPORTATION, OBTAINING MEDICATIONS, AND OTHER FINANCIAL SUPPORT AND ELIGIBILITY FOR STATE AND FEDERAL PROGRAMS IS CONDUCTED. SOCIAL WORKERS AND OTHER MEDICAL CENTER STAFF REFER PATIENTS TO A MEDICAL CENTER RESOURCES COORDINATOR, WHO HELPS PATIENTS AND THEIR FAMILIES APPLY FOR ASSISTANCE AND ACCESS COMMUNITY RESOURCES. IN ADDITION, INFORMATION ABOUT MEDICAL CARE FOR THOSE WHO CANNOT AFFORD TO PAY IS CONTAINED IN A LETTER SENT TO ALL NEW PATIENTS PRIOR TO THEIR FIRST VISIT. THIS INFORMATION IS ALSO POSTED NEAR THE NEW PATIENT CHECK-IN DESK AND IS INCLUDED IN A GUIDE PROVIDED TO EVERY NEW PATIENT. THE MEDICAL CENTER'S PATIENTS AND THEIR FAMILIES CAN ALSO LEARN ABOUT FINANCIAL COUNSELING AND OTHER RESOURCES THROUGH THE INSTITUTION'S PATIENT AND FAMILY ORIENTATION CLASS. THIS CLASS IS OFFERED IN ENGLISH AND SPANISH AND IS AVAILABLE TO EVERY NEW PATIENT. INDIVIDUAL COUNSELING IS OFFERED TO PATIENTS WHO SPEAK OTHER LANGUAGES. IN ADDITION TO THE SUPPORT SERVICES PREVIOUSLY MENTIONED, CITY OF HOPE PROVIDES PATIENTS ACCESS TO ITS INTERNALLY DEVELOPED AND INTERNATIONALLY RECOGNIZED SUPPORTSCREEN PROGRAM. PATIENTS USE SUPPORTSCREEN ON TOUCH SCREEN TABLETS TO IDENTIFY THEIR PSYCHOLOGICAL, EMOTIONAL, PHYSICAL, SOCIAL, FINANCIAL AND PRACTICAL CONCERNS. PATIENTS' RESPONSES ARE IMMEDIATELY AVAILABLE TO CARE PROVIDERS AND REQUESTS FOR ASSISTANCE ARE AUTOMATICALLY ROUTED TO THE APPROPRIATE MEMBER OF THE PATIENT'S CARE TEAM, WHO THEN ADDRESS POTENTIAL PROBLEMS AND BARRIERS TO CARE. THE SUPPORTSCREEN SYSTEM ENABLES STAFF TO PROMPTLY FOLLOW UP WITH PATIENTS WHO ARE SIGNIFICANTLY CONCERNED ABOUT FINANCIAL ISSUES AND ARE SEEKING MORE INFORMATION OR SOMEONE TO TALK TO ABOUT ASSISTANCE AND RESOURCES.
SCHEDULE H, PART VI, LINE 4 COMMUNITY INFORMATION CITY OF HOPE IS HEADQUARTERED IN THE CITY OF DUARTE, SITUATED AT THE BASE OF THE SAN GABRIEL MOUNTAINS JUST 21 MILES NORTHEAST OF LOS ANGELES. OUR SERVICES IN SOUTHERN CALIFORNIA, HOWEVER, EXTEND FAR BEYOND OUR IMMEDIATE COMMUNITY AND, IN FACT, IMPACT FIVE MAJOR COUNTIES (LOS ANGELES, ORANGE, RIVERSIDE, SAN BERNARDINO AND VENTURA) WHERE CITY OF HOPE OPERATES OVER 30 CLINICAL NETWORK LOCATIONS. THE MAJORITY OF OUR PATIENTS COME FROM LOS ANGELES COUNTY, SPECIFICALLY FROM COMMUNITIES WITHIN SERVICE PLANNING AREA 3 (SPA 3). CITY OF HOPE ITSELF IS WITHIN SPA 3, WHICH INCLUDES 34 CITIES, SUCH AS ALHAMBRA, ALTADENA, ARCADIA, AZUSA, BALDWIN PARK, CLAREMONT, COVINA, DIAMOND BAR, EL MONTE, GLENDORA, IRWINDALE, MONROVIA, MONTEREY PARK, PASADENA, POMONA, SAN DIMAS, SAN GABRIEL, SAN MARINO, TEMPLE CITY, WALNUT AND WEST COVINA. IN THE SERVICE AREA, 46.7% OF THE POPULATION IDENTIFIES AS HISPANIC OR LATINO, AND NON- HISPANIC WHITE RESIDENTS COMPRISE 29.1% OF THE SERVICE AREA POPULATION. NON-HISPANIC ASIAN RESIDENTS MAKE UP 13.8% OF THE POPULATION, 6.1% OF THE POPULATION IDENTIFIES AS BLACK OR AFRICAN AMERICAN, AND 3.4% IDENTIFY AS NON-HISPANIC MULTIRACIAL. 0.5% OF THE HOSPITAL SERVICE AREA POPULATION IDENTIFIES AS SOME RACE OR ETHNICITY OTHER THAN THOSE LISTED, 0.2% IDENTIFY AS NATIVE HAWAIIAN OR PACIFIC ISLANDER (NHPI) AND 0.2% AS AMERICAN INDIAN OR ALASKA NATIVE (AIAN). WHEN RACE AND ETHNICITY IS EXAMINED BY SPA 3 COMMUNITY, 92.3% OF THE POPULATION OF IRWINDALE, AND 84.7% OF THE POPULATION OF SOUTH SAN JOSE HILLS IDENTIFY AS HISPANIC OR LATINO. SOUTH SAN GABRIEL HAS THE HIGHEST PERCENTAGE OF ASIAN RESIDENTS (69.5%) IN THE SERVICE AREA, FOLLOWED BY SAN MARINO (68.9%). SIERRA MADRE (55.7%) HAS THE HIGHEST PERCENTAGE OF WHITE RESIDENTS IN THE SERVICE AREA, FOLLOWED BY CLAREMONT (46.3%). ALTADENA HAS THE HIGHEST PERCENTAGE OF BLACK OR AFRICAN AMERICAN RESIDENTS IN THE SERVICE AREA (17.6%), FOLLOWED BY CHARTER OAK (9.1%). IN THE SERVICE AREA, ENGLISH-ONLY IS SPOKEN AT HOME AMONG 50.3% OF THE POPULATION. SPANISH IS SPOKEN IN THE HOME AMONG 34.4% OF THE POPULATION, 4.4% SPEAK AN INDO-EUROPEAN LANGUAGE OTHER THAN SPANISH OR ENGLISH, AND 9.8% OF THE POPULATION SPEAKS AN ASIAN OR PACIFIC ISLANDER LANGUAGE AT HOME. 1.2% OF THE POPULATION SPEAK A LANGUAGE 'OTHER' THAN THOSE LISTED. IN THE SPA 3 COMMUNITIES, SIERRA MADRE (80.9%) AND LA VERNE (74.9%) HAVE THE HIGHEST PERCENTAGE OF SPEAKERS OF ENGLISH-ONLY IN THE HOME. SOUTH SAN JOSE HILLS (69.1%) AND LA PUENTE (63.7%) HAVE THE HIGHEST PERCENTAGE OF SPANISH-SPEAKERS IN THE SERVICE AREA. ROSEMEAD (57%) HAS THE HIGHEST PERCENTAGE OF PEOPLE SPEAKING AN ASIAN OR PACIFIC ISLANDER LANGUAGE IN THE HOME, FOLLOWED BY SOUTH SAN GABRIEL (53.6%), WALNUT (53.4%) AND SAN MARINO (53.1%). THE HIGHEST PERCENTAGE OF SPEAKERS OF AN INDO-EUROPEAN LANGUAGE OTHER THAN SPANISH OR ENGLISH AT HOME IN THE SERVICE AREA IS 7.7%, FOUND IN BOTH ALTADENA AND BRADBURY (WHERE IT REPRESENTS JUST 59 INDIVIDUALS). IN THE SPA 3 COMMUNITIES, THE HIGHEST RATE OF POVERTY IS FOUND IN SOUTH EL MONTE (23.7% OF RESIDENTS), FOLLOWED BY EL MONTE (17.2%). THE HIGHEST LEVEL OF LOW-INCOME RESIDENTS (55.8% OF RESIDENTS) IS FOUND IN THE CITY OF INDUSTRY (WHERE IT REPRESENTS JUST 63 INDIVIDUALS), FOLLOWED BY 46.4% OF THE RESIDENTS OF SOUTH EL MONTE AND 42.3% OF THE RESIDENTS OF EL MONTE. THE LOWEST RATE OF POVERTY (4.7%) IS FOUND IN BRADBURY, WHERE IT REPRESENTS JUST 37 RESIDENTS, FOLLOWED BY SIERRA MADRE (4.8%). THE LOWEST RATE OF LOW-INCOME RESIDENTS IS FOUND IN BRADBURY (7.9%), FOLLOWED BY SAN MARINO (8.9%). SOUTH EL MONTE STANDS OUT WITH BOTH A HIGH POVERTY RATE (23.7%) AND A LARGE PROPORTION OF LOW-INCOME RESIDENTS (46.4%), MAKING IT ONE OF THE MOST ECONOMICALLY VULNERABLE COMMUNITIES IN SPA 3. THIS DUAL BURDEN SUGGESTS THAT A SIGNIFICANT PORTION OF THE POPULATION MAY FACE COMPOUNDED CHALLENGES RELATED TO HOUSING, FOOD ACCESS, AND HEALTH EQUITYTHE FEDERAL GOVERNMENT MEASURES THE NUMBER OF PEOPLE IN POVERTY WITH THRESHOLDS ESTABLISHED AND UPDATED ANNUALLY BY THE U.S. CENSUS (FEDERAL POVERTY LEVEL). IN 2025, THE FEDERAL POVERTY LEVEL FOR AN INDIVIDUAL STOOD AT ANNUAL INCOME OF $15,060 WHILE FOR A FAMILY OF FOUR IT WAS $31,200. IN CALIFORNIA, WHERE THE COST OF LIVING IS HIGH, RESEARCH INDICATES THAT FAMILIES CAN EARN TWO OR MORE TIMES THE FEDERAL POVERTY LEVEL AND STILL STRUGGLE TO MEET THEIR BASIC NEEDS. UNDERSTANDING THE EDUCATIONAL LANDSCAPE WITHIN THE HOSPITAL SERVICE AREA IS CRITICAL, AS DISPARITIES IN ACADEMIC ACHIEVEMENT NOT ONLY MIRROR BROADER SYSTEMIC INEQUITIES BUT ALSO SHAPE LONG-TERM HEALTH OUTCOMES AND ECONOMIC MOBILITY. WHILE EDUCATION IS A KNOWN DETERMINANT OF HEALTH, THE HOSPITAL SERVICE AREA FACES NOTABLE GAPS IN BOTH HIGH SCHOOL AND COLLEGE ATTAINMENT COMPARED TO STATE AVERAGES, WITH SOME COUNTIES STANDING OUT FOR PARTICULARLY LOW LEVELS OF EDUCATIONAL ACHIEVEMENT. IN THE HOSPITAL SERVICE AREA, 17.5% OF ADULTS, AGES 25 AND OLDER, LACK A HIGH SCHOOL DIPLOMA, WHICH IS HIGHER THAN THE STATE (15.4%) RATE. 34.1% OF SERVICE AREA ADULTS HAVE A BACHELOR'S DEGREE OR HIGHER DEGREE, WHICH IS LOWER THAN THE STATE (36.5%) RATE. ALL AREA COUNTIES HAVE A LOWER PERCENTAGE OF THE POPULATION THAT LACK A HIGH SCHOOL DIPLOMA THAN THE SERVICE AREA AVERAGE, EXCEPT LOS ANGELES COUNTY, WHERE 19.3% OF THE POPULATION 25 AND OLDER DO NOT HAVE A DIPLOMA. ONLY SAN BERNARDINO (22.9%) AND RIVERSIDE (25.1%) COUNTIES HAVE A LOWER PERCENTAGE OF THE POPULATION WITH A COLLEGE DEGREE THAN THE SERVICE AREA AVERAGE. WHILE CITY OF HOPE IS A LEADING RESEARCH AND TREATMENT CENTER FOR CANCER, DIABETES, HIV/AIDS AND OTHER LIFE-THREATENING DISEASES, WE DO OUR BEST TO INCORPORATE SOCIAL DETERMINANTS OF HEALTH AND WHAT WE KNOW ABOUT OUR COMMUNITIES, INTO STRATEGIES THAT ADDRESS OTHER ROOT CAUSES OF HEALTH DISPARITY ON A BROADER BASIS.
SCHEDULE H, PART VI, LINE 5 PROMOTION OF COMMUNITY HEALTH CITY OF HOPE IS ACTIVELY ENGAGED IN PROMOTING THE HEALTH OF THE COMMUNITY THROUGH THE DELIVERY OF COLLABORATIVE PROGRAMS AND SERVICES FOCUSED ON VULNERABLE POPULATIONS. CITY OF HOPE PROVIDES A VARIETY OF COMMUNITY HEALTH IMPROVEMENT AND COMMUNITY BUILDING ACTIVITIES THAT ARE FURTHER DESCRIBED IN OUR 2025 COMMUNITY BENEFIT REPORT. ADDITIONALLY, CITY OF HOPE IS DEDICATED TO PROVIDING EDUCATIONAL OPPORTUNITIES TO COMMUNITY PROVIDERS OF HEALTH SERVICES AND WORK FORCE DEVELOPMENT FOR THOSE INDIVIDUALS REPRESENTING MINORITY AND/OR OTHER UNDER-REPRESENTED POPULATIONS. THE MEDICAL CENTER'S BOARD OF DIRECTORS IS COMPOSED OF CITY OF HOPE PHYSICIANS AND MEMBERS OF THE COMMUNITY WITH EXPERIENCE IN THE BUSINESS AND PHILANTHROPIC WORLD. AS AN NCI-DESIGNATED COMPREHENSIVE CANCER CENTER, THE MEDICAL CENTER PLAYS A VITAL ROLE IN ADVANCING CANCER TREATMENT, PREVENTION, RESEARCH, AND EDUCATION. CITY OF HOPE CONDUCTS MORE THAN 400 CLINICAL TRIALS EACH YEAR AND ENROLLS APPROXIMATELY 6,000 PATIENTS, REFLECTING ITS COMMITMENT TO EXPANDING ACCESS TO INNOVATIVE THERAPIES AND EVIDENCE-BASED CARE FOR INDIVIDUALS WITH CANCER. THE MEDICAL CENTER FUNDED AN ESTIMATED $237,448,674 IN CLINICAL TRIAL RESEARCH AND EDUCATION/TRAINING PROGRAMS DURING FISCAL YEAR 2025. THE MEDICAL CENTER OFFERS AN EXTENSIVE ARRAY OF PROGRAMS AND SERVICES THAT SERVE STUDENTS, POST-DOCTORAL TRAINEES, PHYSICIANS, NURSES AND OTHER HEALTHCARE PROFESSIONALS. SUPPORT FROM THE MEDICAL CENTER IS INTEGRAL TO VIRTUALLY ALL OF THESE PROGRAMS. HOSPITAL STAFF CONTRIBUTE THEIR EXPERTISE AS MENTORS AND PRESENTERS AND HOSPITAL FACILITIES SERVE AS VITAL SITES FOR CLINICAL TRAINING AND AS VENUES FOR CONFERENCES. THE MEDICAL CENTER SERVES AS A RESOURCE FOR YOUNG PHYSICIANS SEEKING TO DEVELOP EXPERTISE IN CANCER, DIABETES AND OTHER DISEASES. RECOGNIZED WORLDWIDE FOR ITS INNOVATIVE APPROACHES TO ADVANCING SCIENCE, THE MEDICAL CENTER OFFERS NUMEROUS HANDS-ON INTERNSHIPS, FELLOWSHIPS AND RESIDENCIES FOR HEALTH PROFESSIONALS IN A BROAD ARRAY OF AREAS INCLUDING CANCER GENETICS, BONE MARROW TRANSPLANTATION, MOLECULAR EPIDEMIOLOGY, PHARMACY, CLINICAL NUTRITION, HOSPITAL ADMINISTRATION, SOCIAL WORK, HEALTH EDUCATION, AND REHABILITATION. PROGRAM ALUMNI GO ON TO PROVIDE HEALTH CARE IN OUR COMMUNITIES. THE DEPARTMENT OF CONTINUING MEDICAL EDUCATION (CME), IN COLLABORATION WITH DIVISIONS ACROSS THE MEDICAL CENTER, OFFERS ACCREDITED EDUCATIONAL ACTIVITIES FOR PHYSICIANS AND OTHER HEALTH CARE PROFESSIONALS, INCLUDING CONFERENCES, SYMPOSIA, E-LEARNING, AND COMMUNITY-BASED EDUCATIONAL PROGRAMS. THESE ACTIVITIES SUPPORT THE DISSEMINATION OF CURRENT CLINICAL KNOWLEDGE AND BEST PRACTICES TO PROVIDERS WITHIN CITY OF HOPE'S SERVICE AREA AND BEYOND. IN 2023, THE ACCREDITATION COUNCIL FOR CONTINUING MEDICAL EDUCATION (ACCME) AWARDED CITY OF HOPE'S CME PROGRAM ITS THIRD CONSECUTIVE ACCREDITATION WITH COMMENDATION, REFLECTING COMPLIANCE WITH ACCME ACCREDITATION REQUIREMENTS AND RECOGNITION OF THE PROGRAM'S ROLE IN SUPPORTING PHYSICIAN LEARNING AND QUALITY IMPROVEMENT. ALTHOUGH CITY OF HOPE PROVIDES SPECIALTY CARE FOR LARGE NUMBERS OF PATIENTS FROM UNDERSERVED POPULATIONS, COMMUNITY PROVIDERS ARE THE FIRST LINE OF CARE FOR DISEASE PREVENTION AND EARLY DETECTION. FAMILY PRACTITIONERS, NURSE PRACTITIONERS AND REGISTERED NURSES ARE CHALLENGED BY THE EXTENT OF KNOWLEDGE THEY MUST HAVE TO TREAT ALL DISEASES IN PATIENTS OF ALL AGES. CITY OF HOPE ASSISTS THESE COMMUNITY CARE PROVIDERS BY PROVIDING THE INFORMATION THEY NEED TO REMAIN CURRENT ON THE DIAGNOSIS, TREATMENT AND PREVENTION OF CANCER AND DIABETES. THIS IS ACCOMPLISHED THROUGH A MULTIPRONGED APPROACH THAT INCLUDES: - INCORPORATING CONTENT RELEVANT TO HEALTH EQUITY, UNDERSERVED POPULATIONS, AND CULTURALLY RESPONSIVE CARE INTO CME ACTIVITIES, AS APPROPRIATE TO THE EDUCATIONAL TOPIC. - OFFERING REGULAR ACCREDITED EDUCATIONAL OPPORTUNITIES FOR COMMUNITY-BASED PHYSICIANS AND OTHER HEALTH CARE PROFESSIONALS IN CITY OF HOPE'S SERVICE AREA. - MAKING CURRENT CLINICAL EDUCATION RESOURCES AVAILABLE THROUGH DIGITAL AND WEB-BASED FORMATS TO SUPPORT ACCESS TO UP-TO-DATE INFORMATION. - PROVIDING EDUCATIONAL FORUMS AND EXPERT-LED SESSIONS THAT SUPPORT KNOWLEDGE SHARING AMONG COMMUNITY PROVIDERS AND OTHER HEALTH CARE PROFESSIONALS. - DELIVERING EDUCATIONAL PRESENTATIONS IN COMMUNITY AND PRACTICE-BASED SETTINGS TO EXTEND CLINICAL KNOWLEDGE BEYOND THE MEDICAL CENTER. - OFFERING ACCREDITED EDUCATIONAL CONTENT ON CLINICAL AND COMMUNICATION TOPICS RELEVANT TO HIGH-QUALITY, PATIENT-CENTERED CARE. THE MEDICAL CENTER OFFERS COMMUNITY EDUCATION FORUMS ON CONTEMPORARY ISSUES SUCH AS HEALTH CARE REFORM, DIABETES, SICKLE CELL DISEASE AND HIV/AIDS. AT THESE EDUCATION PROGRAMS PHYSICIANS, RESEARCHERS AND STAFF DISCUSS DISEASES, TREATMENTS AND RESEARCH AND RESPOND TO QUESTIONS FROM THE PUBLIC. ACCORDING TO THE CENTERS FOR DISEASE CONTROL (2013) ACHIEVING HEALTH EQUITY, ELIMINATING HEALTH DISPARITIES, AND IMPROVING THE HEALTH OF ALL AMERICANS ARE OVERARCHING GOALS TO IMPROVE AND PROTECT THE NATION'S HEALTH. A SIGNIFICANT BARRIER TO ACCESSING CARE IS PROVIDING A WORKFORCE THAT IS REFLECTIVE OF THE CULTURAL AND LINGUISTIC PRACTICES OF OUR LOCAL COMMUNITY. AT CITY OF HOPE, IN ADDITION TO PREVENTING DISEASE, UPHOLDING SUSTAINABLE ENVIRONMENTAL PRACTICES, AND FOSTERING A BROAD RANGE OF PARTNERSHIPS TO COLLABORATIVELY ADVANCE THE HEALTH OF OUR COMMUNITIES, WE ARE ALSO COMMITTED TO IMPROVING EDUCATION OPPORTUNITIES THAT CAN LEAD TO CAREERS IN HEALTH CARE FOR UNDERREPRESENTED ETHNIC/CULTURAL GROUPS. THROUGH STRONG INTERNAL RELATIONSHIPS AND IMPORTANT COLLABORATIONS WITH OUR LOCAL COMMUNITY, WE HAVE BEEN ABLE TO DELIVER A VARIETY OF PROGRAMS THAT CAN INCREASE INTEREST IN HEALTH CARE FIELDS FROM HIGH SCHOOL STUDENTS TO ADULTS LIVING IN OUR SERVICE AREA. ONE OF THE MOST IMPORTANT THINGS WE CAN DO FOR OUR COMMUNITY IS TO BUILD OUR CAPACITY TO CARE FOR PATIENTS WITH UNIQUE NEEDS. FOOD INSECURITY CONTINUES TO PRESENT SIGNIFICANT BARRIERS FOR PATIENTS AND FAMILIES UNDERGOING CANCER TREATMENT. IN FY2025, CITY OF HOPE DEEPENED ITS EFFORTS TO ENSURE ACCESS TO NUTRITIOUS FOODS THAT SUPPORT TREATMENT TOLERANCE AND RECOVERY. PROGRAM COMPONENTS: * HEALTHY FOOD BOXES FOR PATIENTS SCREENED POSITIVE FOR FOOD INSECURITY. * PARTNERSHIPS WITH REGIONAL FOOD AGENCIES TO INCREASE AVAILABILITY OF FRESH PRODUCE AND CULTURALLY APPROPRIATE FOODS VIA THE QUARTERLY PRODUCE FOR PATIENTS PROGRAM THAT WAS ALSO EXPANDED TO CLINICAL NETWORK LOCATIONS IN UPLAND AND ANTELOPE VALLEY. * CLINICAL INTEGRATION WITH CARE TEAMS FOR TIMELY SDOH REFERRALS. CITY OF HOPE EXPANDED ITS CAPACITY TO IDENTIFY AND ADDRESS NON-MEDICAL BARRIERS AFFECTING CARE ACCESS AND OUTCOMES. FY2025 INCLUDED STRENGTHENED SDOH SCREENING AND IMPROVED NAVIGATION PATHWAYS. AREAS OF SUPPORT: * HOUSING INSTABILITY * TRANSPORTATION FOR TREATMENT * FOOD INSECURITY REFERRALS * FINANCIAL STRAIN * INSURANCE NAVIGATION * EMOTIONAL AND MENTAL WELL-BEING ANOTHER WAY IN WHICH THE MEDICAL CENTER PROMOTES THE HEALTH OF ITS COMMUNITY IS THROUGH TECHNICAL ASSISTANCE PROVIDED TO GOVERNMENT AGENCIES AND COMMUNITY ORGANIZATIONS, CONTRIBUTIONS TO RESEARCH LITERATURE AND LEADERSHIP OF COMMUNITY BOARDS. DURING FY2025 CITY OF HOPE REMAINED AN ACTIVE PARTNER WITH THE HEALTH CONSORTIUM OF SAN GABRIEL VALLEY. ALIGNING WITH HOSPITALS, PUBLIC HEALTH AGENCIES, AND COMMUNITY ORGANIZATIONS TO ADVANCE SHARED GOALS IN CHRONIC DISEASE PREVENTION, ENVIRONMENTAL HEALTH, COMMUNITY EDUCATION, AND EQUITY. MENTIONED EARLIER, CITY OF HOPE CONTINUED ITS FINANCIAL LEADERSHIP ROLE SUPPORTING HEALTHY SAN GABRIEL VALLEY VIA COMMUNITY-DRIVEN STRATEGIES THAT PROMOTE CANCER AWARENESS, HEALTHY FOOD ACCESS, MENTAL HEALTH, AND ENVIRONMENTAL WELL-BEING THAT SOLIDIFIES A REGIONAL APPROACH TO ADDRESSING DISPARARITIES OF OUR VULNERABLE COMMUNITIES. CITY OF HOPE'S 340B PROGRAM IN FISCAL YEAR 2025 DELIVERED MORE THAN $2 MILLION IN FREE MEDICATIONS, PROVIDING ACCESS TO ROUGHLY 2,000 FREE LOWER COST ORAL DRUGS AND SUPPORTING 25,000-27,000 PATIENTS, WHILE EXPANDING HIGH QUALITY CARE INTO UNDERSERVED COMMUNITIES SUCH AS UPLAND AND CORONA; THE PROGRAM ALSO STRENGTHENED CHARITY CARE, ENABLED THE HIRING OF SPECIALTY PHARMACISTS TO IMPROVE ADHERENCE AND CLINICAL SUPPORT, AND FUNDED KEY OPERATIONAL AND PATIENT SAFETY INVESTMENTS, INCLUDING ENHANCED COMPLIANCE DATABASES AND SAFETY TECHNOLOGIES LIKE BARCODE SCANNING IN THE OR, COLLECTIVELY ADVANCING EQUITY, SAFETY, AND EXCELLENCE ACROSS THE CITY OF HOPE SYSTEM.
SCHEDULE H, PART VI, LINE 6 AFFILIATED HEALTH CARE SYSTEM SINCE 2011, THE CITY OF HOPE MEDICAL FOUNDATION HAS SUPPORTED INCREASED COLLABORATION BETWEEN PHYSICIANS AND THE MEDICAL CENTER IN DELIVERING PATIENT CARE AND SERVICES TO THE COMMUNITY. THE MEDICAL FOUNDATION OPERATES A NETWORK OF CLINICAL CARE LOCATIONS ACROSS SOUTHERN CALIFORNIA AND THE INLAND EMPIRE, ENABLING EXPANDED ACCESS TO ONCOLOGY AND RELATED SPECIALTY SERVICES IN COMMUNITY-BASED SETTINGS. AS A NATIONAL CANCER INSTITUTE-DESIGNATED COMPREHENSIVE CANCER CENTER, MEDICAL CENTER PLAYS A VITAL ROLE IN INTEGRATING CLINICAL CARE, PREVENTION, RESEARCH, AND EDUCATION. THE ORGANIZATION CONDUCTS A BROAD PORTFOLIO OF CLINICAL RESEARCH STUDIES AND PROVIDES PATIENTS WITH ACCESS TO INNOVATIVE THERAPIES AND EVIDENCE-BASED CARE. THROUGH ITS INTEGRATED SYSTEM OF CARE, CITY OF HOPE ADVANCES ITS MISSION TO DELIVER HIGH-QUALITY CANCER CARE, ACCELERATE SCIENTIFIC DISCOVERY, AND IMPROVE COMMUNITY HEALTH OUTCOMES. AS THE BECKMAN RESEARCH INSTITUTE OF THE CITY OF HOPE IS A SEPARATE ENTITY, THE MYRIAD OF CONTRIBUTIONS TO COMMUNITY WELL-BEING MADE BY THE INSTITUTE'S DEPARTMENTS ARE NOT REFLECTED IN THE COMMUNITY BENEFIT AMOUNTS REPORTED ON SCHEDULE H. THE CENTER OF COMMUNITY ALLIANCE FOR RESEARCH AND EDUCATION (CCARE) WITHIN THE BECKMAN RESEARCH INSTITUTE IS THE FOCAL POINT FOR POPULATION SCIENCES COMMUNITY ENGAGEMENT INITIATIVES. CCARE FOCUSES INITIATIVES IN THREE AREAS: 1. PREVENTION - EDUCATION, SCREENING/EARLY DETECTION AND FOLLOW-UP 2. RESEARCH - THERAPEUTIC, NON-THERAPEUTIC AND OBSERVATIONAL; AND 3. TRAINING - EDUCATION AND MENTORING OF STUDENTS, RESEARCHERS, CLINICIANS AND COMMUNITY ADVOCATES CITY OF HOPE'S DIVISION OF NURSING RESEARCH AND EDUCATION, WHICH IS HOUSED WITHIN THE BECKMAN RESEARCH INSTITUTE, CONDUCTS INTERDISCIPLINARY RESEARCH ORGANIZED AROUND THE QUALITY OF LIFE AND SYMPTOM MANAGEMENT OF ONCOLOGY PATIENTS. STUDIES CONDUCTED IN THE DEPARTMENT EXTEND ACROSS THE TRAJECTORY OF DISEASE, FROM DIAGNOSIS AND TREATMENT TO SURVIVORSHIP AND END-OF-LIFE CARE. FINDINGS FROM THIS RESEARCH ARE DISSEMINATED THROUGH MULTIPLE COURSES OFFERED THROUGHOUT THE YEAR TO HEALTH PROFESSIONALS FROM ACROSS THE COUNTRY. THROUGH THE BECKMAN RESEARCH INSTITUTE, CITY OF HOPE OFFERS A PAID 10-WEEK SUMMER RESEARCH INTERNSHIP FOR 50 TO 70 HIGH SCHOOL STUDENTS FROM ALL OVER THE UNITED STATES, WITH 21 INTERNSHIPS RESERVED FOR STUDENTS FROM LOS ANGELES COUNTY. EACH YEAR, AN AVERAGE OF 1,500 APPLICATIONS ARE RECEIVED. THE SAN GABRIEL VALLEY SCIENCE EDUCATION PARTNERSHIP AWARD COLLABORATIVE (SEPAC) SEPAC WAS A PARTNERSHIP BETWEEN CITY OF HOPE AND THE DUARTE UNIFIED SCHOOL DISTRICT THAT WAS SUPPORTED BY A FIVE-YEAR GRANT FROM THE NATIONAL INSTITUTES OF HEALTH. CITY OF HOPE FACULTY, SCIENTISTS AND PRE-DOCTORAL STUDENTS DONATED THEIR SERVICES TO PROVIDE HANDS ON BIOMEDICAL SCIENCE EDUCATION TO 2ND, 5TH AND 8TH GRADERS THROUGHOUT THE ACADEMIC YEAR. THE GOAL OF SEPAC WAS TO INCREASE UNDERSTANDING OF THE CONNECTION BETWEEN SCIENCE AND HEALTH THROUGH FUN, INTERACTIVE, HANDS-ON ACTIVITIES AND TO INCREASE THE PIPELINE OF UNDERREPRESENTED MINORITY STUDENTS PURSUING COLLEGE MAJORS AND CAREERS IN THE SCIENCES AND TECHNOLOGY. MULTIPLE INTERACTIONS PROVIDED OVER THE COURSE OF K-12 SCHOOLING HELP BUILD AND MAINTAIN INTEREST, WHILE PREPARING STUDENTS TO ENTER COLLEGE WITH REAL-WORLD RESEARCH EXPERIENCE.
SCHEDULE H, PART VI, LINE 7 STATE FILING OF COMMUNITY BENEFIT REPORT CA
Schedule H (Form 990) 2024
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Schedule I
(Form 990)
(Rev. January 2025)
Department of the Treasury
Internal Revenue Service
Grants and Other Assistance to Organizations,
Governments and Individuals in the United States
Complete if the organization answered "Yes," on Form 990, Part IV, line 21 or 22.
lBullet Attach to Form 990.
lBullet Go to www.irs.gov/Form990 for instructions and the latest information.
OMB No. 1545-0047
Open to Public
Inspection
Name of the organization
CITY OF HOPE NATIONAL MEDICAL CENTER
 
Employer identification number
95-1683875
Part I
General Information on Grants and Assistance
1
Does the organization maintain records to substantiate the amount of the grants or assistance, the grantees' eligibility for the grants or assistance, and
the selection criteria used to award the grants or assistance? ........................
2
Describe in Part IV the organization's procedures for monitoring the use of grant funds in the United States.
Part II
Grants and Other Assistance to Domestic Organizations and Domestic Governments. Complete if the organization answered "Yes" on Form 990, Part IV, line 21, for any recipient
that received more than $5,000. Part II can be duplicated if additional space is needed.
(a) Name and address of organization
or government		 (b) EIN (c) IRC section
(if applicable)		 (d) Amount of cash grant (e) Amount of non-cash
assistance		 (f) Method of valuation
(book, FMV, appraisal,
other)		 (g) Description of
noncash assistance		 (h) Purpose of grant
or assistance
(1) CITY OF HOPE MEDICAL FOUNDATION
1500 EAST DUARTE ROAD
DUARTE,CA91010 		27-4803222 501(C)(3) 8,000,000       OPERATING SUPPORT
2
Enter total number of section 501(c)(3) and government organizations listed in the line 1 table ................. Bullet Image
1
3
Enter total number of other organizations listed in the line 1 table ........................ . Bullet Image
0
For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 50055P
Schedule I (Form 990) Rev. 1-2025

Schedule I (Form 990) Rev. 1-2025
Page 2
Part III
Grants and Other Assistance to Domestic Individuals. Complete if the organization answered "Yes" on Form 990, Part IV, line 22.
Part III can be duplicated if additional space is needed.
(a) Type of grant or assistance (b) Number of
recipients		 (c) Amount of
cash grant		 (d) Amount of
noncash assistance		 (e) Method of valuation (book,
FMV, appraisal, other)		 (f) Description of noncash assistance
(1)
(2)
(3)
(4)
(5)
(6)
(7)
Part IV
Supplemental Information. Provide the information required in Part I, line 2; Part III, column (b); and any other additional information.
Return Reference Explanation
SCHEDULE I, PART I, LINE 2 PROCEDURES FOR MONITORING USE OF GRANT FUNDS AS PART OF THE CALIFORNIA HOSPITAL PROVIDER FEE PROGRAM THAT BECAME LAW ON SEPTEMBER 8, 2010, MEDICAL CENTER ENTERED INTO AN ENFORCEABLE PLEDGE AGREEMENT WITH THE CALIFORNIA HEALTH FOUNDATION AND TRUST (CHFT). THE PLEDGE WAS TO SUPPORT CHARITABLE ACTIVITIES AT VARIOUS INDEPENDENT HOSPITALS AND HOSPITAL/HEALTH SYSTEMS IN CALIFORNIA, INCLUDING MEASURES TO ALLEVIATE LOSSES POTENTIALLY RESULTING FROM THE IMPLEMENTATION OF THE CALIFORNIA HOSPITAL PROVIDER FEE PROGRAM. MEDICAL CENTER DOES NOT MONITOR GRANTS MADE TO CHFT ONCE THEY HAVE BEEN MADE. CITY OF HOPE EXISTS TO FINANCIALLY SUPPORT ITS OPERATING SUBSIDIARY ORGANIZATIONS, MEDICAL CENTER, MEDICAL FOUNDATION, BECKMAN RESEARCH INSTITUTE, THE TRANSLATIONAL GENOMICS RESEARCH INSTITUTE, COH HOLDCO INC., WESTERN REGIONAL MEDICAL CENTER, INC. (CITY OF HOPE PHOENIX), SOUTHEASTERN REGIONAL MEDICAL CENTER, INC. (CITY OF HOPE ATLANTA), AND MIDWESTERN REGIONAL MEDICAL CENTER, INC. (CITY OF HOPE CHICAGO) IN FURTHERING INNOVATIVE RESEARCH AND CANCER TREATMENT. CITY OF HOPE IS THE SOLE CORPORATE MEMBER OF MEDICAL CENTER, MEDICAL FOUNDATION, BECKMAN RESEARCH INSTITUTE, THE TRANSLATIONAL GENOMICS RESEARCH INSTITUTE AND COH HOLDCO INC. COH HOLDCO INC. IS THE SOLE CORPORATE MEMBER OF CITY OF HOPE PHOENIX, CITY OF HOPE ATLANTA, AND CITY OF HOPE CHICAGO. CITY OF HOPE MONITORS THE ACTIVITIES OF THESE SUBSIDIARY ORGANIZATIONS TO ENSURE THEY ARE FULFILLING THEIR PATIENT CARE AND RESEARCH MISSIONS AND TO ENSURE THEY ARE OPERATING IN ACCORDANCE WITH THE FUNDRAISING AND GRANT MAKING ACTIVITIES OF CITY OF HOPE.
Schedule I (Form 990) Rev. 1-2025



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Schedule J
(Form 990)
(Rev. January 2025)
Department of the Treasury
Internal Revenue Service
Compensation Information
For certain Officers, Directors, Trustees, Key Employees, and Highest
Compensated Employees
medium right arrow graphic Complete if the organization answered "Yes" on Form 990, Part IV, line 23.
medium right arrow graphic Attach to Form 990.
medium right arrow graphic Go to www.irs.gov/Form990 for instructions and the latest information.
OMB No. 1545-0047
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 on 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 on 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
Yes
 
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 on Line 1a? ....
2
Yes
 
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 on 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), 501(c)(4), and 501(c)(29) organizations must complete lines 5-9.
5
For persons listed on 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," on line 5a or 5b, describe in Part III.
6
For persons listed on 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," on line 6a or 6b, describe in Part III.
7
For persons listed on Form 990, Part VII, Section A, line 1a, did the organization provide any nonfixed
payments not described in lines 5 and 6? If "Yes," describe in Part III ............
7
Yes
 
8
Were any amounts reported on 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" on 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) (Rev. 1-2025)

Schedule J (Form 990) (Rev. 1-2025)
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 on 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, 1099-MISC compensation, and/or 1099-NEC (C) Retirement and other deferred compensation (D) Nontaxable
benefits		 (E) Total of columns
(B)(i)-(D) 		(F) Compensation in column (B) reported as deferred on prior Form 990
(i) Base
compensation 		(ii) Bonus & incentive
compensation 		(iii) Other reportable compensation
1MICHAEL A CALIGIURI MD
FORMER PRESIDENT & PHYS-IN-CHIEF, NMC 		(i)

(ii)		 511,380
-------------
56,820 		0
-------------
0 		24,689
-------------
2,743 		24,980
-------------
2,776 		1,239
-------------
138 		562,288
-------------
62,477 		83,569
-------------
9,285
2MARK HULSE
FORMER CHIEF DIGITAL OFFICER 		(i)

(ii)		 41,623
-------------
124,869 		18,750
-------------
56,250 		14,054
-------------
42,162 		2,515
-------------
7,545 		1,344
-------------
4,035 		78,286
-------------
234,861 		30,006
-------------
90,018
3JENNIFER PARKHURST
FORMER OFFICER 		(i)

(ii)		 55,272
-------------
165,817 		37,500
-------------
112,500 		210,227
-------------
630,679 		4,035
-------------
12,105 		5,472
-------------
16,414 		312,506
-------------
937,515 		19,407
-------------
58,222
4JO ANN ESCASA-HAIGH
ASSISTANT TREASURER/CHIEF BUSINESS OFFICER 		(i)

(ii)		 294,180
-------------
882,540 		199,032
-------------
597,097 		4,325
-------------
12,975 		58,190
-------------
174,569 		6,198
-------------
18,594 		561,925
-------------
1,685,775 		0
-------------
0
5DONALD J MATTHEWSON
ASSISTANT TREASURER/VP, TREASURY & FINANCIAL STRATEGY 		(i)

(ii)		 93,398
-------------
373,592 		24,060
-------------
96,240 		6,327
-------------
25,308 		5,121
-------------
20,484 		2,918
-------------
11,672 		131,824
-------------
527,296 		0
-------------
0
6CRISTIN OCALLAHAN
SECRETARY/GENERAL COUNSEL 		(i)

(ii)		 145,499
-------------
581,997 		116,532
-------------
466,127 		8,979
-------------
35,917 		43,229
-------------
172,915 		6,964
-------------
27,855 		321,203
-------------
1,284,811 		26,245
-------------
104,979
7YVETTE TREMONTI
TREASURER/CHIEF FINANCIAL OFFICER 		(i)

(ii)		 99,330
-------------
397,318 		71,717
-------------
286,867 		1,782
-------------
7,130 		13,877
-------------
55,509 		3,731
-------------
14,923 		190,437
-------------
761,747 		0
-------------
0
8MARCELLUS R VAN DEN BRINK MD PHD
PRESIDENT & CHF PHYS EXEC 		(i)

(ii)		 1,198,892
-------------
299,722 		512,753
-------------
128,187 		48,382
-------------
12,096 		277,495
-------------
69,375 		18,490
-------------
4,622 		2,056,012
-------------
514,002 		0
-------------
0
9SUSAN J BROWN
SVP CHIEF NURSING & PATIENT SVCS OFC 		(i)

(ii)		 674,280
-------------
0 		296,565
-------------
0 		66,833
-------------
0 		45,996
-------------
0 		20,782
-------------
0 		1,104,456
-------------
0 		46,770
-------------
0
10JOHN D CARPTEN
CHF SCI OFF, BRI DIR, CANC CTR DIR 		(i)

(ii)		 258,598
-------------
603,396 		138,555
-------------
323,296 		3,019
-------------
7,043 		60,759
-------------
141,770 		8,234
-------------
19,212 		469,165
-------------
1,094,717 		0
-------------
0
11DEBRA F FIELDS
EXEC VP & CHIEF TRANSFORMATION OFC 		(i)

(ii)		 258,601
-------------
775,806 		203,900
-------------
611,700 		20,797
-------------
62,388 		63,031
-------------
189,093 		10,802
-------------
32,403 		557,131
-------------
1,671,390 		52,855
-------------
158,565
12VINCENT D JENSEN
COHMF CHIEF EXECUTIVE 		(i)

(ii)		 273,549
-------------
508,020 		120,962
-------------
224,643 		20,349
-------------
37,792 		29,345
-------------
54,497 		8,677
-------------
16,116 		452,882
-------------
841,068 		18,599
-------------
34,541
13KEVIN MANEMANN
EVP & CHIEF INTEGRATION OFFCR 		(i)

(ii)		 351,398
-------------
652,599 		273,231
-------------
507,429 		1,884
-------------
3,498 		66,524
-------------
123,544 		12,958
-------------
24,063 		705,995
-------------
1,311,133 		0
-------------
0
14SIMON NAZARIAN
CHIEF DIGITAL OFFICER 		(i)

(ii)		 73,543
-------------
220,629 		150,000
-------------
450,000 		677
-------------
2,031 		8,073
-------------
24,219 		1,659
-------------
4,977 		233,952
-------------
701,856 		0
-------------
0
15ANGELIQUE RICHARD
CHIEF OPERATING OFFICER 		(i)

(ii)		 442,046
-------------
13,671 		281,433
-------------
8,703 		96,188
-------------
2,976 		57,974
-------------
1,794 		8,814
-------------
273 		886,455
-------------
27,417 		0
-------------
0
16MARC STEWART MD
CHIEF MEDICAL OFFICER 		(i)

(ii)		 549,613
-------------
0 		96,057
-------------
0 		23,484
-------------
0 		47,917
-------------
0 		15,970
-------------
0 		733,041
-------------
0 		0
-------------
0
17ROBERT W STONE
PRESIDENT & CEO 		(i)

(ii)		 651,052
-------------
1,519,123 		1,113,795
-------------
2,598,855 		60,848
-------------
141,977 		301,612
-------------
703,763 		7,450
-------------
17,385 		2,134,757
-------------
4,981,103 		216,304
-------------
504,711
18VIJAY TRISAL MD
SYSTEM CHIEF CLINICAL OFFICER 		(i)

(ii)		 656,072
-------------
161,970 		306,814
-------------
75,750 		46,357
-------------
11,442 		74,880
-------------
18,486 		30,594
-------------
7,554 		1,114,717
-------------
275,202 		44,539
-------------
10,998
19ANNETTE M WALKER
PRESIDENT OF COH OC CANCER CTR 		(i)

(ii)		 638,886
-------------
344,015 		513,452
-------------
276,474 		65,927
-------------
35,499 		167,662
-------------
90,279 		11,559
-------------
6,224 		1,397,486
-------------
752,491 		133,321
-------------
71,788
20HARLAN ALCON LEVINE
PRES, HLTH INNOVATION & POLICY 		(i)

(ii)		 336,919
-------------
786,147 		292,142
-------------
681,665 		32,491
-------------
75,811 		80,063
-------------
186,813 		7,438
-------------
17,356 		749,053
-------------
1,747,792 		70,358
-------------
164,169
21ASHLEY BAKER LEE
SVP, RESEARCH OPERATIONS 		(i)

(ii)		 111,977
-------------
447,907 		67,482
-------------
269,928 		46,852
-------------
187,408 		16,127
-------------
64,509 		3,556
-------------
14,226 		245,994
-------------
983,978 		10,357
-------------
41,429
22KRISTIN BERTELL
CHIEF PHILANTHROPY OFFICER 		(i)

(ii)		 25,161
-------------
737,308 		18,701
-------------
547,998 		1,709
-------------
50,071 		6,642
-------------
194,627 		1,294
-------------
37,913 		53,507
-------------
1,567,917 		5,057
-------------
148,178
23STEPHEN GRUBER
DIR, CENTER FOR PRECISION MED 		(i)

(ii)		 919,128
-------------
0 		212,973
-------------
0 		106,841
-------------
0 		10,428
-------------
0 		24,833
-------------
0 		1,274,203
-------------
0 		0
-------------
0
24EDWARD S KIM
DIRECTOR, SYSTEM CLIN TRIALS 		(i)

(ii)		 824,713
-------------
274,904 		330,083
-------------
110,028 		63,848
-------------
21,283 		55,723
-------------
18,574 		28,048
-------------
9,349 		1,302,415
-------------
434,138 		39,847
-------------
13,282
Schedule J (Form 990) (Rev. 1-2025)

Schedule J (Form 990) (Rev. 1-2025)
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
SCHEDULE J, PART I, LINE 1A FIRST-CLASS OR CHARTER TRAVEL MEDICAL CENTER PERMITS FIRST CLASS TRAVEL FOR CERTAIN OFFICERS, DIRECTORS, AND KEY EXECUTIVES IN LIMITED CIRCUMSTANCES WHEN SPECIFIED TRAVEL CRITERIA ARE MET.
SCHEDULE J, PART I, LINE 4B SUPPLEMENTAL NONQUALIFIED RETIREMENT PLAN CITY OF HOPE HAS A NON-QUALIFIED SECTION 457(F) EXECUTIVE SUPPLEMENTAL ACCUMULATION PLAN THAT IS DESIGNED AND MAINTAINED TO PROVIDE A SELECT GROUP OF MANAGEMENT OR HIGHLY COMPENSATED EMPLOYEES WITH DEFERRED COMPENSATION. THE PLAN VESTS AFTER THREE (3) FISCAL YEARS OF SERVICE AND THE VESTED TOTALS ARE INCLUDED IN SCHEDULE J, PART II, COLUMN (B)(III). PRIOR TO VESTING, THE ANNUAL AMOUNTS ARE INCLUDED IN SCHEDULE J, PART II, COLUMN (C). PURSUANT TO THE PLAN DOCUMENT, VESTED PARTICIPANTS ARE ENTITLED TO WITHDRAW FROM THEIR VESTED ACCOUNT AN AMOUNT EQUAL TO THE FEDERAL, STATE, LOCAL AND FICA TAXES THEY OWE. THESE AMOUNTS ARE REMITTED TO THE APPROPRIATE TAXING AUTHORITIES ON BEHALF OF THE PARTICIPANTS. DURING CALENDAR YEAR 2024, NO INDIVIDUALS WITHDREW AMOUNTS TO COVER SUCH TAXES.
SCHEDULE J, PART I, LINE 7 NON-FIXED PAYMENTS MEDICAL CENTER'S EXECUTIVES AND CERTAIN KEY EMPLOYEES ARE ELIGIBLE TO RECEIVE INCENTIVE COMPENSATION UNDER AN ANNUAL INCENTIVE PLAN (AIP) TIED TO ORGANIZATIONAL KEY PERFORMANCE INDICATORS AND INDIVIDUAL OBJECTIVES. THE KEY PERFORMANCE INDICATORS REFLECT KEY AREAS OF STRATEGIC FOCUS AND THE EXEMPT HEALTHCARE MISSION OF CITY OF HOPE AND AFFILIATES AND ARE BOTH FINANCIAL AND NON-FINANCIAL. THE POTENTIAL INCENTIVE COMPENSATION IS BASED ON A WEIGHTED AVERAGE AMONG ALL INDICATORS AND IS PAID AS A PERCENTAGE OF EACH INDIVIDUAL PARTICIPANT'S BASE COMPENSATION. THE KEY PERFORMANCE INDICATORS ARE WEIGHTED BASED ON THE PARTICIPANT'S PRIMARY AREA(S) OF RESPONSIBILITY, WITH ORGANIZATIONAL KEY PERFORMANCE INDICATORS WEIGHTED FROM 70 PERCENT TO 90 PERCENT, AND THE INDIVIDUAL OBJECTIVES WEIGHTED FROM 10 PERCENT TO 30 PERCENT. THE AIP IS UNDER THE CONTROL OF, AND ADMINISTERED BY, THE INDEPENDENT DIRECTORS SERVING ON THE EXECUTIVE COMPENSATION AND GOVERNANCE COMMITTEE. TO BE ELIGIBLE, THE PARTICIPANTS IN THE AIP MUST BE EMPLOYED BY CITY OF HOPE AT THE TIME OF THE INCENTIVE PLAN PAYMENT, AND BE MEETING OR EXCEEDING PERFORMANCE EXPECTATIONS. CITY OF HOPE MAY, IN ITS DISCRETION, CANCEL ALL OR A PORTION OF ANY INCENTIVE PLAN PAYMENT OR AWARD TO ANY PARTICIPANT, WHETHER BEFORE OR FOLLOWING PAYMENT OF SUCH AWARD, SUBJECT TO COMPLIANCE WITH APPLICABLE LAW, UNDER THE FOLLOWING CIRCUMSTANCES (CANCELLATION POLICY): (A) AN INCENTIVE PLAN PAYMENT OR AWARD IS MADE FOR A FISCAL PERIOD AND CITY OF HOPE SUBSEQUENTLY RESTATES OR OTHERWISE ADJUSTS THE ANNUAL PERFORMANCE MEASUREMENT CALCULATION IN A MANNER THAT WOULD REDUCE THE SIZE OF THE AWARD OR PAYMENT, OR; (B) AN INCENTIVE PLAN PAYMENT OR AWARD IS MADE FOR A FISCAL PERIOD AND CITY OF HOPE SUBSEQUENTLY DETERMINES THAT ONE OR MORE OF THE ANNUAL PERFORMANCE MEASUREMENT CALCULATIONS ON WHICH THE AWARD IS BASED OR IS PAID ARE MATERIALLY INACCURATE. THE AIP INCENTIVE COMPENSATION EARNED FOR FISCAL YEAR 2024 WAS PAID IN CALENDAR YEAR 2024 AND THESE AMOUNTS HAVE BEEN REPORTED IN SCHEDULE J, PART II, COLUMN (B)(II). MEDICAL CENTER HAS AN EXECUTIVE LONG-TERM INCENTIVE PLAN (LTI) FOR CERTAIN EXECUTIVES THAT IS DESIGNED TO DRIVE LONG-TERM ORGANIZATIONAL PERFORMANCE AND TRANSFORMATION BY ALIGNING EXECUTIVES WITH THE MULTI-YEAR STRATEGIC PLAN AND INCENTIVIZING THEM FOR ACHIEVING KEY ORGANIZATIONAL AND STRATEGIC OBJECTIVES AND GOALS. WITH THREE-YEAR VESTING PERIODS, THE LTI ALSO PROVIDES A MEANS FOR RETAINING KEY EXECUTIVE TALENT. THE PERFORMANCE PERIOD OF THE PLAN (CYCLE 10) RAN FROM OCTOBER 1, 2021 THROUGH SEPTEMBER 30, 2024 WITH A NEW THREE YEAR PERFORMANCE PERIOD BEGINNING EACH OCTOBER 1ST THEREAFTER (E.G., CYCLE 11 RUNS FROM OCTOBER 1, 2022 THROUGH SEPTEMBER 30, 2025). TO BE ELIGIBLE TO PARTICIPATE IN ANY PAYOUT UNDER THE LTI, PARTICIPANTS MUST BE ACTIVELY EMPLOYED BY CITY OF HOPE AT THE TIME OF THE INCENTIVE PLAN PAYMENT, AND BE MEETING OR EXCEEDING PERFORMANCE EXPECTATIONS. WHILE THE LTI DOES MEET THE REQUIREMENTS FOR A SUBSTANTIAL RISK OF FORFEITURE, AS OF THE CALENDAR YEAR ENDING DECEMBER 31, 2024, THE POTENTIAL LTI AMOUNTS HAVE BEEN ESTIMATED AND ACCRUED DURING THE CURRENT TAX YEAR AND ARE REPORTED AS DEFERRED COMPENSATION TO THE PLAN PARTICIPANTS IN SCHEDULE J, PART II, COLUMN (C). THE LTI IS SUBJECT TO THE SAME CANCELLATION POLICY AS THE AIP DESCRIBED ABOVE. PARTICIPANTS WHO MET THE ELIGIBILITY CRITERIA RECEIVED PAYOUT OF PLAN CYCLE 10 LTI INCENTIVES (OCTOBER 1, 2021 THROUGH SEPTEMBER 30, 2024) IN DECEMBER 2024. THESE AMOUNTS HAVE BEEN REFLECTED IN SCHEDULE J, PART II, COLUMN (B)(II).
Schedule J (Form 990) (Rev. 1-2025)

Additional Data


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Schedule K
(Form 990)
Department of the Treasury
Internal Revenue Service
Supplemental Information on Tax-Exempt Bonds
Complete if the organization answered "Yes" to Form 990, Part Ⅵ, line 24a. Provide descriptions,
explanations, and any additional information in Part Ⅵ.
Attach to Form 990.
Go to www.irs.gov/Form990 for instructions and the latest information.
OMB No. 1545-0047
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 CALIFORNIA HEALTH FACILITIES FINANCING AUTHORITY
  		52-1643828 13033LN37 11-14-2012 140,805,678 REFUNDED ISSUES DATED 5/26/2006 AND 06/01/2007 AND FINANCED CAPITAL PROJECTS.   X   X   X
B CALIFORNIA HEALTH FACILITIES FINANCING AUTHORITY
  		52-1643828 13033LN37 11-14-2012 130,787,655 REFUND 1999A CERTIFICATES OF PARTICIPATION ISSUED ON APRIL 8, 1999 THROUGH THE CITY OF DUARTE.   X   X   X
C CALIFORNIA HEALTH FACILITIES FINANCING AUTHORITY
  		52-1643828 000000000 02-10-2017 32,680,000 REFUND SERIES 2012C ISSUE DATED 11/14/2012   X   X   X
D CALIFORNIA HEALTH FACILITIES FINANCING AUTHORITY
  		52-1643828 13032UUN6 07-31-2019 384,529,099 CAPITAL PROJECTS   X   X   X
CALIFORNIA HEALTH FACILITIES FINANCING AUTHORITY
  		52-1643828 13032U4N5 06-12-2025 178,247,612     X   X   X
Part Ⅱ
Proceeds
A B C D
1 Amount of bonds retired .................. 117,429,017 109,074,194 0 60,000,000
2 Amount of bonds legally defeased .............. 0 0 0 0
3 Total proceeds of issue .................. 140,811,319 130,787,655 32,680,000 406,248,894
4 Gross proceeds in reserve funds ............. 0 0 0 0
5 Capitalized interest from proceeds ............. 1,026,220 0 0 47,131,308
6 Proceeds in refunding escrows ............... 0 0 0 0
7 Issuance costs from proceeds ............... 1,565,251 1,425,066 180,000 3,174,822
8 Credit enhancement from proceeds ............. 0 0 0 0
9 Working capital expenditures from proceeds ............. 0 0 0 0
10 Capital expenditures from proceeds ............. 90,708,393 0 0 355,942,764
11 Other spent proceeds ............. 47,511,455 129,362,589 32,500,000 0
12 Other unspent proceeds ............. 0 0 0 0
13 Year of substantial completion ............. 2015 2012 2017
Yes No Yes No Yes No Yes No
14 Were the bonds issued as part of a current refunding issue of tax-exempt
bonds (or, if issued prior to 2020, a current refunding issue)? ........ 		X   X   X     X
15 Were the bonds issued as part of an advance refunding issue of taxable
bonds (or, if issued prior to 2020, an advance refunding issue)? ........ 		  X   X   X   X
16 Has the final allocation of proceeds been made? .......... X   X   X   X  
17 Does the organization maintain adequate books and records to support the final allocation of proceeds? .................. X   X   X   X  
For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 50193E
Schedule K (Form 990) (Rev. 1-2025)

Schedule K (Form 990) (Rev. 1-2025)
Page 2
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   X   X   X
2 Are there any lease arrangements that may result in private business use of bond-financed property? ............... X     X X   X  
3a Are there any management or service contracts that may result in private business use of bond-financed property? ............. X     X X   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     X X   X  
c Are there any research agreements that may result in private business use of bond-financed property? ............. X     X X   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     X X   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 .... 0.42 % 0 % 0.63 % 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 ......... 0 % 0 % 0 % 0 %
6 Total of lines 4 and 5 ............. 0.42 % 0 % 0.63 % 0 %
7 Does the bond issue meet the private security or payment test? ...   X   X   X   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   X   X   X
b If "Yes" to line 8a, enter the percentage of bond-financed property sold or disposed of. .. 0 % 0 % 0 % 0 %
c If "Yes" to line 8a, was any remedial action taken pursuant to Regulations sections 1.141-12 and 1.145-2? .............   X   X   X   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     X X   X  
Part Ⅳ
Arbitrage
A B C D
Yes No Yes No Yes No Yes No
1 Has the issuer filed Form 8038-T, Arbitrage Rebate, Yield Reduction and Penalty in Lieu of Arbitrage Rebate? ...   X   X   X   X
2 If "No" to line 1, did the following apply? ....
a Rebate not due yet? .......   X   X   X   X
b Exception to rebate? ........   X X   X     X
c No rebate due? ......... X     X X   X  
If "Yes" to line 2c, provide in Part Ⅵ the date the rebate
computation was performed ......
3 Is the bond issue a variable rate issue? ..... X   X   X     X
Schedule K (Form 990) (Rev. 1-2025)

Schedule K (Form 990) (Rev. 1-2025)
Page 3
Part Ⅳ
Arbitrage (Continued)
A B C D
Yes No Yes No Yes No Yes No
4a Has the organization or the governmental issuer entered into a qualified hedge with respect to the bond issue? X   X   X     X
b Name of provider .......... WELLS FARGO BANK NA
  		WELLS FARGO BANK NA
  		WELLS FARGO BANK NA
  		 
 
c Term of hedge ......... 3000 % 3000 % 2580 % 0 %
d Was the hedge superintegrated? ......   X   X   X   X
e Was the hedge terminated? ........   X   X   X   X
5a Were gross proceeds invested in a guaranteed investment contract (GIC)?   X   X   X   X
b Name of provider ..........  
  		 
  		 
  		 
 
c Term of GIC ......... 0 % 0 % 0 % 0 %
d Was the regulatory safe harbor for establishing the fair market value of the GIC satisfied? ........   X   X   X   X
6 Were any gross proceeds invested beyond an available temporary period?   X   X   X   X
7 Has the organization established written procedures to monitor the requirements of section 148? ... X   X   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   X   X  
Part Ⅵ
Supplemental Information. Provide additional information for responses to questions on Schedule K. (See instructions).
Return Reference Explanation
SCHEDULE K, PART I LINE A, COLUMN (E) AN ELECTION WAS MADE UNDER 1.150-1(C)(3) TO TREAT THE BOND ISSUE AS TWO SEPARATE ISSUES AND WAS REPORTED ON TWO SEPARATE FORMS 8038. ONE WAS FOR REFUNDING CITY OF HOPE NATIONAL MEDICAL CENTER'S CITY OF DUARTE CERTIFICATES OF PARTICIPATION SERVICES 1999A AND THE OTHER WAS FOR REFUNDING (1) CITY OF HOPE NATIONAL MEDICAL CENTER PROJECT SERIES 2006A, B, C ISSUES AND (2) BECKMAN RESEARCH INSTITUTE OF THE CITY OF HOPE'S 2007 CALIFORNIA ENTERPRISE DEVELOPMENT AUTHORITY ISSUE. THIS SECOND FORM 8038 REPORTED AN ISSUE PRICE OF $198,734,018. FOR PURPOSES OF SCHEDULE K REPORTING, THE MEDICAL CENTER IS REPORTING AN ALLOCABLE AMOUNT OF THE ISSUE PRICE OF $140,805,678. BECKMAN RESEARCH INSTITUTE IS REPORTING AN ISSUE PRICE OF $57,928,340. THE DIFFERENCE BETWEEN THE ALLOCABLE ISSUE PRICE OF $140,805,678 AND THE TOTAL PROCEEDS OF THE ISSUE OF $140,811,319 IS DUE TO INVESTMENT EARNINGS INCLUDED IN LINE 3, TOTAL PROCEEDS OF ISSUE.
SCHEDULE K, PART I LINE D, COLUMN (E) THE DIFFERENCE BETWEEN THE ISSUE PRICE OF $384,529,099 AND THE TOTAL PROCEEDS OF THE ISSUE OF $406,248,894 IS DUE TO INVESTMENT EARNINGS INCLUDED IN LINE 3, TOTAL PROCEEDS OF ISSUE.
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 IV, LINE 2C COLUMN (A) ON SEPTEMBER 3, 2015, THE REBATE COMPUTATION FOR THE 2012 ISSUE IN THE AMOUNT OF $140,805,678 WAS COMPLETED WITH NO REBATE LIABILITY DUE.
SCHEDULE K, PART IV, LINE 2C COLUMN (C) ON FEBRUARY 10, 2022, THE REBATE COMPUTATION FOR THE 2017 ISSUE IN THE AMOUNT OF $32,680,000 WAS COMPLETED WITH NO REBATE LIABILITY DUE.
SCHEDULE K, PART IV, LINE 2C COLUMN (D) ON JULY 31, 2024, THE REBATE COMPUTATION FOR THE 2019 ISSUE IN THE AMOUNT OF $384,529,099 WAS COMPLETED WITH NO REBATE LIABILITY DUE.
SCHEDULE K, PART I LINES A AND B, COLUMN (F) THE 2012 ISSUE REFUNDED THE FOLLOWING MEDICAL CENTER'S TAX EXEMPT ISSUES: (A) PRIVATE PLACEMENT ISSUED ON MAY 26, 2006 THROUGH THE ABAG FINANCE AUTHORITY FOR NON-PROFIT CORPORATIONS. (B) 1999A CERTIFICATES OF PARTICIPATION ISSUED ON APRIL 8, 1999 THROUGH THE CITY OF DUARTE.
SCHEDULE K, PART I LINE C, COLUMN (F) THE 2017 ISSUE REFUNDED $32,500,000 OF THE SERIES 2012C ISSUE WITH THE ORIGINAL ISSUE DATE OF NOVEMBER 14, 2012.
SCHEDULE K, PART I LINE D, COLUMN (E) THE JULY 31, 2019 ISSUE WAS PRORATED ON A SINGLE FORM 8038 FOR THE BENEFIT OF THE MEDICAL CENTER.
SCHEDULE K, PART II, LINE 3 COLUMN (D) TOTAL PROCEEDS ARE NOT EQUAL TO THE ISSUE PRICE DUE TO ACCUMULATED INVESTMENT EARNINGS FOR EACH REPORTING PERIOD AND WAS NOT SEPARATELY STATED IN FORM 990, PART VIII.
SCHEDULE K, PART I, COLUMN (E) PART I, LINE A, COLUMN (E) THE JUNE 12, 2025 ISSUE WAS ORIGINALLY REPORTED ON A SINGLE FORM 8038 WITH AN ISSUE PRICE OF $203,923,823.90. FOR PURPOSES OF THE SCHEDULE K REPORTING, THE CITY OF HOPE NATIONAL MEDICAL CENTER IS REPORTING AN ALLOCABLE AMOUNT OF THE ISSUE PRICE AND EXPENDITURES OF $178,247,612. THE BECKMAN RESEARCH INSITUTE IS REPORTING THE REMAINDER ON ITS OWN FORM 990 SCHEDULE K.
SCHEDULE K, PART I, COLUMN (F) PART I, LINE A, COLUMN (F) THE PORTION OF THE 2025 ISSUE REPRESENTED ON THIS SCHEDULE REFUNDED THE 2019 BONDS ISSUED ON 07/31/2019 AND THE 2012A BONDS ISSUED ON NOVEMBER 14, 2012.
SCHEDULE K, PART IV, LINE 2C COLUMN A ISSUER NAME: CALIFORNIA HEALTH FACILITIES FINANCING AUTHORITY THE CALCULATION FOR COMPUTING NO REBATE DUE WAS PERFORMED ON 11/14/2022
SCHEDULE K, PART IV, LINE 2C COLUMN C ISSUER NAME: CALIFORNIA HEALTH FACILITIES FINANCING AUTHORITY THE CALCULATION FOR COMPUTING NO REBATE DUE WAS PERFORMED ON 02/10/2022
SCHEDULE K, PART IV, LINE 2C COLUMN D ISSUER NAME: CALIFORNIA HEALTH FACILITIES FINANCING AUTHORITY THE CALCULATION FOR COMPUTING NO REBATE DUE WAS PERFORMED ON 07/31/2024
Schedule K (Form 990) (Rev. 1-2025)

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Schedule K
(Form 990)
Department of the Treasury
Internal Revenue Service
Supplemental Information on Tax-Exempt Bonds
Complete if the organization answered "Yes" to Form 990, Part Ⅵ, line 24a. Provide descriptions,
explanations, and any additional information in Part Ⅵ.
Attach to Form 990.
Go to www.irs.gov/Form990 for instructions and the latest information.
OMB No. 1545-0047
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 CALIFORNIA HEALTH FACILITIES FINANCING AUTHORITY
  		52-1643828 13033LN37 11-14-2012 140,805,678 REFUNDED ISSUES DATED 5/26/2006 AND 06/01/2007 AND FINANCED CAPITAL PROJECTS.   X   X   X
B CALIFORNIA HEALTH FACILITIES FINANCING AUTHORITY
  		52-1643828 13033LN37 11-14-2012 130,787,655 REFUND 1999A CERTIFICATES OF PARTICIPATION ISSUED ON APRIL 8, 1999 THROUGH THE CITY OF DUARTE.   X   X   X
C CALIFORNIA HEALTH FACILITIES FINANCING AUTHORITY
  		52-1643828 000000000 02-10-2017 32,680,000 REFUND SERIES 2012C ISSUE DATED 11/14/2012   X   X   X
D CALIFORNIA HEALTH FACILITIES FINANCING AUTHORITY
  		52-1643828 13032UUN6 07-31-2019 384,529,099 CAPITAL PROJECTS   X   X   X
CALIFORNIA HEALTH FACILITIES FINANCING AUTHORITY
  		52-1643828 13032U4N5 06-12-2025 178,247,612     X   X   X
Part Ⅱ
Proceeds
A B C D
1 Amount of bonds retired .................. 117,429,017 109,074,194 0 60,000,000
2 Amount of bonds legally defeased .............. 0 0 0 0
3 Total proceeds of issue .................. 140,811,319 130,787,655 32,680,000 406,248,894
4 Gross proceeds in reserve funds ............. 0 0 0 0
5 Capitalized interest from proceeds ............. 1,026,220 0 0 47,131,308
6 Proceeds in refunding escrows ............... 0 0 0 0
7 Issuance costs from proceeds ............... 1,565,251 1,425,066 180,000 3,174,822
8 Credit enhancement from proceeds ............. 0 0 0 0
9 Working capital expenditures from proceeds ............. 0 0 0 0
10 Capital expenditures from proceeds ............. 90,708,393 0 0 355,942,764
11 Other spent proceeds ............. 47,511,455 129,362,589 32,500,000 0
12 Other unspent proceeds ............. 0 0 0 0
13 Year of substantial completion ............. 2015 2012 2017
Yes No Yes No Yes No Yes No
14 Were the bonds issued as part of a current refunding issue of tax-exempt
bonds (or, if issued prior to 2020, a current refunding issue)? ........ 		X   X   X     X
15 Were the bonds issued as part of an advance refunding issue of taxable
bonds (or, if issued prior to 2020, an advance refunding issue)? ........ 		  X   X   X   X
16 Has the final allocation of proceeds been made? .......... X   X   X   X  
17 Does the organization maintain adequate books and records to support the final allocation of proceeds? .................. X   X   X   X  
For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 50193E
Schedule K (Form 990) (Rev. 1-2025)

Schedule K (Form 990) (Rev. 1-2025)
Page 2
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   X   X   X
2 Are there any lease arrangements that may result in private business use of bond-financed property? ............... X     X X   X  
3a Are there any management or service contracts that may result in private business use of bond-financed property? ............. X     X X   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     X X   X  
c Are there any research agreements that may result in private business use of bond-financed property? ............. X     X X   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     X X   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 .... 0.42 % 0 % 0.63 % 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 ......... 0 % 0 % 0 % 0 %
6 Total of lines 4 and 5 ............. 0.42 % 0 % 0.63 % 0 %
7 Does the bond issue meet the private security or payment test? ...   X   X   X   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   X   X   X
b If "Yes" to line 8a, enter the percentage of bond-financed property sold or disposed of. .. 0 % 0 % 0 % 0 %
c If "Yes" to line 8a, was any remedial action taken pursuant to Regulations sections 1.141-12 and 1.145-2? .............   X   X   X   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     X X   X  
Part Ⅳ
Arbitrage
A B C D
Yes No Yes No Yes No Yes No
1 Has the issuer filed Form 8038-T, Arbitrage Rebate, Yield Reduction and Penalty in Lieu of Arbitrage Rebate? ...   X   X   X   X
2 If "No" to line 1, did the following apply? ....
a Rebate not due yet? .......   X   X   X   X
b Exception to rebate? ........   X X   X     X
c No rebate due? ......... X     X X   X  
If "Yes" to line 2c, provide in Part Ⅵ the date the rebate
computation was performed ......
3 Is the bond issue a variable rate issue? ..... X   X   X     X
Schedule K (Form 990) (Rev. 1-2025)

Schedule K (Form 990) (Rev. 1-2025)
Page 3
Part Ⅳ
Arbitrage (Continued)
A B C D
Yes No Yes No Yes No Yes No
4a Has the organization or the governmental issuer entered into a qualified hedge with respect to the bond issue? X   X   X     X
b Name of provider .......... WELLS FARGO BANK NA
  		WELLS FARGO BANK NA
  		WELLS FARGO BANK NA
  		 
 
c Term of hedge ......... 3000 % 3000 % 2580 % 0 %
d Was the hedge superintegrated? ......   X   X   X   X
e Was the hedge terminated? ........   X   X   X   X
5a Were gross proceeds invested in a guaranteed investment contract (GIC)?   X   X   X   X
b Name of provider ..........  
  		 
  		 
  		 
 
c Term of GIC ......... 0 % 0 % 0 % 0 %
d Was the regulatory safe harbor for establishing the fair market value of the GIC satisfied? ........   X   X   X   X
6 Were any gross proceeds invested beyond an available temporary period?   X   X   X   X
7 Has the organization established written procedures to monitor the requirements of section 148? ... X   X   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   X   X  
Part Ⅵ
Supplemental Information. Provide additional information for responses to questions on Schedule K. (See instructions).
Return Reference Explanation
SCHEDULE K, PART I LINE A, COLUMN (E) AN ELECTION WAS MADE UNDER 1.150-1(C)(3) TO TREAT THE BOND ISSUE AS TWO SEPARATE ISSUES AND WAS REPORTED ON TWO SEPARATE FORMS 8038. ONE WAS FOR REFUNDING CITY OF HOPE NATIONAL MEDICAL CENTER'S CITY OF DUARTE CERTIFICATES OF PARTICIPATION SERVICES 1999A AND THE OTHER WAS FOR REFUNDING (1) CITY OF HOPE NATIONAL MEDICAL CENTER PROJECT SERIES 2006A, B, C ISSUES AND (2) BECKMAN RESEARCH INSTITUTE OF THE CITY OF HOPE'S 2007 CALIFORNIA ENTERPRISE DEVELOPMENT AUTHORITY ISSUE. THIS SECOND FORM 8038 REPORTED AN ISSUE PRICE OF $198,734,018. FOR PURPOSES OF SCHEDULE K REPORTING, THE MEDICAL CENTER IS REPORTING AN ALLOCABLE AMOUNT OF THE ISSUE PRICE OF $140,805,678. BECKMAN RESEARCH INSTITUTE IS REPORTING AN ISSUE PRICE OF $57,928,340. THE DIFFERENCE BETWEEN THE ALLOCABLE ISSUE PRICE OF $140,805,678 AND THE TOTAL PROCEEDS OF THE ISSUE OF $140,811,319 IS DUE TO INVESTMENT EARNINGS INCLUDED IN LINE 3, TOTAL PROCEEDS OF ISSUE.
SCHEDULE K, PART I LINE D, COLUMN (E) THE DIFFERENCE BETWEEN THE ISSUE PRICE OF $384,529,099 AND THE TOTAL PROCEEDS OF THE ISSUE OF $406,248,894 IS DUE TO INVESTMENT EARNINGS INCLUDED IN LINE 3, TOTAL PROCEEDS OF ISSUE.
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 IV, LINE 2C COLUMN (A) ON SEPTEMBER 3, 2015, THE REBATE COMPUTATION FOR THE 2012 ISSUE IN THE AMOUNT OF $140,805,678 WAS COMPLETED WITH NO REBATE LIABILITY DUE.
SCHEDULE K, PART IV, LINE 2C COLUMN (C) ON FEBRUARY 10, 2022, THE REBATE COMPUTATION FOR THE 2017 ISSUE IN THE AMOUNT OF $32,680,000 WAS COMPLETED WITH NO REBATE LIABILITY DUE.
SCHEDULE K, PART IV, LINE 2C COLUMN (D) ON JULY 31, 2024, THE REBATE COMPUTATION FOR THE 2019 ISSUE IN THE AMOUNT OF $384,529,099 WAS COMPLETED WITH NO REBATE LIABILITY DUE.
SCHEDULE K, PART I LINES A AND B, COLUMN (F) THE 2012 ISSUE REFUNDED THE FOLLOWING MEDICAL CENTER'S TAX EXEMPT ISSUES: (A) PRIVATE PLACEMENT ISSUED ON MAY 26, 2006 THROUGH THE ABAG FINANCE AUTHORITY FOR NON-PROFIT CORPORATIONS. (B) 1999A CERTIFICATES OF PARTICIPATION ISSUED ON APRIL 8, 1999 THROUGH THE CITY OF DUARTE.
SCHEDULE K, PART I LINE C, COLUMN (F) THE 2017 ISSUE REFUNDED $32,500,000 OF THE SERIES 2012C ISSUE WITH THE ORIGINAL ISSUE DATE OF NOVEMBER 14, 2012.
SCHEDULE K, PART I LINE D, COLUMN (E) THE JULY 31, 2019 ISSUE WAS PRORATED ON A SINGLE FORM 8038 FOR THE BENEFIT OF THE MEDICAL CENTER.
SCHEDULE K, PART II, LINE 3 COLUMN (D) TOTAL PROCEEDS ARE NOT EQUAL TO THE ISSUE PRICE DUE TO ACCUMULATED INVESTMENT EARNINGS FOR EACH REPORTING PERIOD AND WAS NOT SEPARATELY STATED IN FORM 990, PART VIII.
SCHEDULE K, PART I, COLUMN (E) PART I, LINE A, COLUMN (E) THE JUNE 12, 2025 ISSUE WAS ORIGINALLY REPORTED ON A SINGLE FORM 8038 WITH AN ISSUE PRICE OF $203,923,823.90. FOR PURPOSES OF THE SCHEDULE K REPORTING, THE CITY OF HOPE NATIONAL MEDICAL CENTER IS REPORTING AN ALLOCABLE AMOUNT OF THE ISSUE PRICE AND EXPENDITURES OF $178,247,612. THE BECKMAN RESEARCH INSITUTE IS REPORTING THE REMAINDER ON ITS OWN FORM 990 SCHEDULE K.
SCHEDULE K, PART I, COLUMN (F) PART I, LINE A, COLUMN (F) THE PORTION OF THE 2025 ISSUE REPRESENTED ON THIS SCHEDULE REFUNDED THE 2019 BONDS ISSUED ON 07/31/2019 AND THE 2012A BONDS ISSUED ON NOVEMBER 14, 2012.
SCHEDULE K, PART IV, LINE 2C COLUMN A ISSUER NAME: CALIFORNIA HEALTH FACILITIES FINANCING AUTHORITY THE CALCULATION FOR COMPUTING NO REBATE DUE WAS PERFORMED ON 11/14/2022
SCHEDULE K, PART IV, LINE 2C COLUMN C ISSUER NAME: CALIFORNIA HEALTH FACILITIES FINANCING AUTHORITY THE CALCULATION FOR COMPUTING NO REBATE DUE WAS PERFORMED ON 02/10/2022
SCHEDULE K, PART IV, LINE 2C COLUMN D ISSUER NAME: CALIFORNIA HEALTH FACILITIES FINANCING AUTHORITY THE CALCULATION FOR COMPUTING NO REBATE DUE WAS PERFORMED ON 07/31/2024
Schedule K (Form 990) (Rev. 1-2025)

Additional Data


Software ID: 24020961
Software Version: 2024v5.1

SCHEDULE O
(Form 990)
(Rev. January 2025)
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 990-EZ or to provide any additional information.
Attach to Form 990 or 990-EZ.
 Go to www.irs.gov/Form990 for instructions and the latest information.
OMB No. 1545-0047
Open to Public
Inspection
Name of the organization
CITY OF HOPE NATIONAL MEDICAL CENTER
 
Employer identification number

95-1683875
Return Reference Explanation
FORM 990, PART III, LINE 1 BRIEFLY DESCRIBE THE ORGANIZATION'S MISSION FOUNDED IN 1913, THE CITY OF HOPE ENTERPRISE HAS GROWN INTO ONE OF THE LARGEST AND MOST ADVANCED CANCER RESEARCH AND TREATMENT ORGANIZATIONS IN THE UNITED STATES, AND ONE OF THE LEADING RESEARCH CENTERS FOR DIABETES AND OTHER LIFE-THREATENING ILLNESSES. CITY OF HOPE RESEARCH HAS BEEN THE BASIS FOR NUMEROUS BREAKTHROUGH CANCER MEDICINES, AS WELL AS HUMAN SYNTHETIC INSULIN AND MONOCLONAL ANTIBODIES. CITY OF HOPE NATIONAL MEDICAL CENTER (MEDICAL CENTER) IS AN INDEPENDENT, NATIONAL CANCER INSTITUTE-DESIGNATED COMPREHENSIVE CANCER CENTER THAT IS RECOGNIZED AMONG THE TOP HOSPITALS FOR CANCER CARE BY U.S. NEWS & WORLD REPORT. CITY OF HOPE'S UNIQUELY INTEGRATED MODEL SPANS CANCER CARE, RESEARCH AND DEVELOPMENT, ACADEMICS AND TRAINING, AND A BROAD PHILANTHROPY PROGRAM THAT POWERS ITS WORK.
FORM 990, PART V, LINE 2A COMMON PAYMASTER ARRANGEMENT MOST OF CITY OF HOPE'S OFFICERS AND KEY EMPLOYEES, AS WELL AS A FEW OF ITS HIGHEST COMPENSATED EMPLOYEES, PROVIDE SERVICES TO MORE THAN ONE CITY OF HOPE ENTITY, AND MANY OF THEM PROVIDE SERVICES TO ALL OF THE ENTITIES. FOR A NUMBER OF THESE CONCURRENTLY EMPLOYED INDIVIDUALS, THE ENTITIES HAVE DESIGNATED THE MEDICAL CENTER AS A "COMMON PAYMASTER" DEFINED IN SECTION 3121(S) OF THE INTERNAL REVENUE CODE. CITY OF HOPE REPORTS THESE CONCURRENT EMPLOYEES' TIME EFFORT AND COMPENSATION ON THE INFORMATION RETURNS OF CITY OF HOPE ENTITIES BASED ON THE INDIVIDUAL'S ESTIMATE OF THEIR TIME SPENT IN AND FOR EACH ENTITY. AS "COMMON PAYMASTER", THE MEDICAL CENTER ISSUES EACH OF THESE EMPLOYEES A SINGLE COMBINED PAYCHECK AND ONE FORM W-2.
FORM 990, PART VI, LINE 6 CLASSES OF MEMBERS OR STOCKHOLDERS CITY OF HOPE (FEIN: 95-3435919) IS THE SOLE CORPORATE MEMBER OF MEDICAL CENTER
FORM 990, PART VI, LINE 7A MEMBERS OR STOCKHOLDERS ELECTING MEMBERS OF GOVERNING BODY CITY OF HOPE, AS THE SOLE CORPORATE MEMBER OF MEDICAL CENTER, HAS THE POWER TO ELECT THE BOARD OF DIRECTORS OF MEDICAL CENTER.
FORM 990, PART VI, LINE 7B DECISIONS REQUIRING APPROVAL BY MEMBERS OR STOCKHOLDERS CERTAIN ACTIONS MAY NOT BE UNDERTAKEN WITHOUT THE PRIOR WRITTEN APPROVAL OF THE SOLE CORPORATE MEMBER, CITY OF HOPE, AS SPECIFIED IN THE GOVERNING DOCUMENTS OF MEDICAL CENTER, INCLUDING: BORROWING MONEY IN THE NAME OF MEDICAL CENTER OR UTILIZING PROPERTY OWNED BY MEDICAL CENTER AS SECURITY FOR SUCH LOANS; ASSIGN, TRANSFER, PLEDGE, COMPROMISE OR RELEASE ANY OF THE CLAIMS OR DEBTS TO MEDICAL CENTER EXCEPT ON PAYMENT IN FULL, OR ARBITRATE OR CONSENT TO THE ARBITRATION OF ANY DISPUTE OR CONTROVERSY OF 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 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 MEDICAL CENTER OR ENTER INTO ANY CONTRACT OR INCUR ANY LIABILITIES ON BEHALF OF MEDICAL CENTER OTHER THAN FOR FAIR CONSIDERATION AND IN THE ORDINARY COURSE OF BUSINESS RELATING TO ITS NORMAL DAILY OPERATIONS; OR ESTABLISH CAPITAL AND OPERATING BUDGETS OR ADOPT MATERIAL CHANGES THERETO; OR ANY ACTION THAT COULD REASONABLY BE EXPECTED TO HAVE A MATERIAL ADVERSE EFFECT ON THE 501(C)(3) STATUS OF TAX EXEMPT BONDS OF CITY OF HOPE. THE FOLLOWING REQUIRE GOVERNING BODY APPROVAL (AS WELL AS THE APPROVAL OF THE SOLE CORPORATE MEMBER): THE ADOPTION OF, OR MATERIAL CHANGE IN, THE MISSION OF 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, LOAN, AND BOND ISSUANCE MEETING A CERTAIN FINANCIAL THRESHOLD; CREATION OF A NEW (OR ACQUISITION OF A CONTROLLING INTEREST IN AN EXISTING) CORPORATION, PARTNERSHIP OR LIMITED LIABILITY COMPANY; AND ADOPTION OF OR AMENDMENTS TO INDIVIDUAL CORPORATE INVESTMENT GUIDELINES.
FORM 990, PART VI, LINE 8B DOCUMENTATION OF MEETINGS HELD BY COMMITTEES OF GOVERNING BODY THERE ARE NO COMMITTEES WITH THE AUTHORITY TO ACT ON BEHALF OF THE GOVERNING BODY.
FORM 990, PART VI, LINE 11B REVIEW OF FORM 990 BY GOVERNING BODY A COPY OF THE FORM 990 IS REVIEWED BY THE RISK, AUDIT AND COMPLIANCE COMMITTEE OF THE BOARD OF DIRECTORS OF CITY OF HOPE, WHICH ASSISTS THE BOARD IN FULFILLING ITS RESPONSIBILITIES REGARDING FINANCIAL, ACCOUNTING, AND CORPORATE COMPLIANCE MATTERS OF MEDICAL CENTER. THE FORM 990 INFORMATION IS COMPILED BY THE TAX TEAM AND PROVIDED TO EY, AN EXTERNAL ACCOUNTING FIRM, FOR THE PREPARATION OF FORM 990, WHICH IS REVIEWED THOROUGHLY WITH INTERNAL LEADERSHIP AND EXTERNAL PARTICIPANTS, INCLUDING EY. PRIOR TO FILING, MEDICAL CENTER'S FORM 990 IS MADE AVAILABLE TO VOTING MEMBERS OF THE CITY OF HOPE BOARD OF DIRECTORS FOR REVIEW.
FORM 990, PART VI, LINE 12C CONFLICT OF INTEREST POLICY ALL EMPLOYEES OF CITY OF HOPE AND AFFILIATES, BOARD OF DIRECTORS MEMBERS, BOARD COMMITTEE MEMBERS AND RESEARCH TEAM MEMBERS ARE COVERED BY CITY OF HOPE'S APPLICABLE CONFLICT OF INTEREST POLICIES. DETERMINATIONS AS TO WHETHER A CONFLICT OF INTEREST EXISTS AND REVIEW OF CONFLICT DISCLOSURES ARE MADE BY CITY OF HOPE'S GENERAL COUNSEL AND CHIEF ETHICS AND COMPLIANCE OFFICER AND, AS APPLICABLE, THE CHAIR OF THE BOARD OR THE CONFLICT OF INTEREST AND COMMITMENT COMMITTEE, BASED UPON THE CLASSIFICATION 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. AS PART OF A CONFLICT MANAGEMENT PLAN, MONITORING TRANSACTIONS FOR CONFLICTS 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.
FORM 990, PART VI, LINE 15A PROCESS TO ESTABLISH COMPENSATION OF TOP MANAGEMENT OFFICIAL THE EXECUTIVE COMPENSATION AND GOVERNANCE COMMITTEE OF THE CITY OF HOPE BOARD OF DIRECTORS ("COMMITTEE"), PURSUANT TO A DELEGATION OF AUTHORITY FROM THE CITY OF HOPE BOARD OF DIRECTORS AND THE MEDICAL CENTER BOARD OF DIRECTORS, IS RESPONSIBLE FOR SETTING THE COMPENSATION OF THE TOP MANAGEMENT OFFICIAL. THE DIRECTORS ON THIS COMMITTEE ARE INDEPENDENT AND ADHERE TO A STRICT CONFLICT OF INTEREST POLICY. DELIBERATION AND DECISION MAKING ARE SUBSTANTIATED IN THE MINUTES OF THE COMMITTEE'S MEETINGS. THE MINUTES ARE REVIEWED AND APPROVED AT THE NEXT MEETING OF THE COMMITTEE. AS PART OF THE DELIBERATION PROCESS, THE COMMITTEE RECEIVES ADVICE FROM AN INDEPENDENT, THIRD-PARTY COMPENSATION CONSULTANT WITH RESPECT TO EXECUTIVE COMPENSATION, INCLUDING REVIEW OF COMPARABLE AND BENCHMARK DATA, CURRENT COMPENSATION PHILOSOPHY, STRUCTURE, AND ADMINISTRATION OF THE EXECUTIVE COMPENSATION PROGRAMS AT CITY OF HOPE AND AFFILIATES. THE COMMITTEE CARRIES OUT THE BOARD OF DIRECTORS' OVERALL RESPONSIBILITIES RELATING TO EXECUTIVE COMPENSATION. THE EXECUTIVE COMPENSATION PHILOSOPHY IS DESIGNED TO ASSIST IN ATTRACTING AND RETAINING THE CALIBER OF EXECUTIVE LEADERSHIP REQUIRED TO ENABLE CITY OF HOPE TO ACHIEVE THE HIGHEST LEVELS OF COMMUNITY BENEFIT, IMPACT TO CLINICAL CARE, QUALITY RESEARCH AND EFFICIENT PHILANTHROPIC DEVELOPMENT. UNDER THE AIP AND LTI DESCRIBED IN SCHEDULE J, A SUBSTANTIAL PORTION OF EXECUTIVE COMPENSATION IS LINKED DIRECTLY TO PERFORMANCE GOALS APPROVED IN ADVANCE. AS A RESULT, PERFORMANCE COMPENSATION MAY VARY FROM YEAR TO YEAR. GOAL SETTING UNDER THE AIP IS TIED TO ANNUAL PERFORMANCE, INCLUDING THE ATTAINMENT OF SPECIFIC BUSINESS OBJECTIVES FOR STRATEGIC AND FINANCIAL PERFORMANCE AS WELL AS NON-FINANCIAL MEASURES SUCH AS PATIENT SATISFACTION AND QUALITY OF PATIENT CARE. THE LTI IS DESIGNED TO DRIVE LONG-TERM ORGANIZATIONAL PERFORMANCE AND TRANSFORMATION BY ALIGNING EXECUTIVES WITH THE MULTI YEAR STRATEGIC PLAN AND INCENTIVIZING THEM TO ACHIEVE KEY ORGANIZATIONAL AND STRATEGIC OBJECTIVES AND GOALS. WITH THREE-YEAR VESTING PERIODS, THE LTI ALSO PROVIDES A MEANS FOR RETAINING KEY EXECUTIVE TALENT. THE COMMITTEE CONDUCTS ANNUAL COMPENSATION REVIEWS FOR THE TOP MANAGEMENT OFFICIAL IN DECEMBER WHERE THE PROPOSED COMPENSATION EXCEEDS COMPENSATION LEVELS ESTABLISHED BY THE COMMITTEE.
FORM 990, PART VI, LINE 15B PROCESS TO ESTABLISH COMPENSATION OF OTHER EMPLOYEES THE EXECUTIVE COMPENSATION AND GOVERNANCE COMMITTEE OF CITY OF HOPE BOARD OF DIRECTORS ("COMMITTEE") PURSUANT TO A DELEGATION OF AUTHORITY FROM THE CITY OF HOPE BOARD OF DIRECTORS AND THE MEDICAL CENTER BOARD OF DIRECTORS, IS RESPONSIBLE FOR SETTING THE COMPENSATION OF, OR ESTABLISHING COMPENSATION LEVELS FOR TOTAL COMPENSATION CONSISTENT WITH CITY OF HOPE'S COMPENSATION PHILOSOPHY, FOR SENIOR LEADERS AT THE SENIOR VICE PRESIDENT OR EQUIVALENT LEVEL. THE DIRECTORS ON THIS COMMITTEE ARE INDEPENDENT AND ADHERE TO A STRICT CONFLICT OF INTEREST POLICY. DELIBERATION AND DECISION MAKING ARE SUBSTANTIATED IN THE MINUTES OF THE COMMITTEE'S MEETINGS. THE MINUTES ARE REVIEWED AND APPROVED AT THE NEXT MEETING OF THE COMMITTEE. AS PART OF THE DELIBERATION PROCESS, THE COMMITTEE RECEIVES ADVICE FROM AN INDEPENDENT, THIRD-PARTY COMPENSATION CONSULTANT WITH RESPECT TO EXECUTIVE COMPENSATION, INCLUDING REVIEW OF COMPARABLE AND BENCHMARK DATA, CURRENT COMPENSATION PHILOSOPHY, STRUCTURE, AND ADMINISTRATION OF THE EXECUTIVE COMPENSATION PROGRAMS AT CITY OF HOPE AND AFFILIATES. THE COMMITTEE CARRIES OUT THE BOARD OF DIRECTORS' OVERALL RESPONSIBILITIES RELATING TO EXECUTIVE COMPENSATION. THE EXECUTIVE COMPENSATION PHILOSOPHY IS DESIGNED TO ASSIST IN ATTRACTING AND RETAINING THE CALIBER OF EXECUTIVE LEADERSHIP REQUIRED TO ENABLE CITY OF HOPE TO ACHIEVE THE HIGHEST LEVELS OF COMMUNITY BENEFIT, IMPACT TO CLINICAL CARE, QUALITY RESEARCH AND EFFICIENT PHILANTHROPIC DEVELOPMENT. UNDER THE AIP AND LTI DESCRIBED IN SCHEDULE J, A SUBSTANTIAL PORTION OF EXECUTIVE COMPENSATION IS LINKED DIRECTLY TO PERFORMANCE GOALS APPROVED IN ADVANCE. AS A RESULT, PERFORMANCE COMPENSATION MAY VARY FROM YEAR TO YEAR. GOAL SETTING UNDER THE AIP IS TIED TO ANNUAL PERFORMANCE, INCLUDING THE ATTAINMENT OF SPECIFIC BUSINESS OBJECTIVES FOR STRATEGIC AND FINANCIAL PERFORMANCE AS WELL AS NON-FINANCIAL MEASURES SUCH AS PATIENT SATISFACTION AND QUALITY OF PATIENT CARE. THE LTI IS DESIGNED TO DRIVE LONG-TERM ORGANIZATIONAL PERFORMANCE AND TRANSFORMATION BY ALIGNING EXECUTIVES WITH THE MULTI YEAR STRATEGIC PLAN AND INCENTIVIZING THEM TO ACHIEVE KEY ORGANIZATIONAL AND STRATEGIC OBJECTIVES AND GOALS. WITH THREE-YEAR VESTING PERIODS, THE LTI ALSO PROVIDES A MEANS FOR RETAINING KEY EXECUTIVE TALENT. THE COMMITTEE CONDUCTS ANNUAL COMPENSATION REVIEWS IN DECEMBER TO SET COMPENSATION LEVELS, OR WHERE THE PROPOSED COMPENSATION EXCEEDS COMPENSATION LEVELS ESTABLISHED BY THE COMMITTEE, COMPENSATION FOR SENIOR LEADERS AT THE SENIOR VICE PRESIDENT OR EQUIVALENT LEVEL.
FORM 990, PART VI, LINE 19 REQUIRED DOCUMENTS AVAILABLE TO THE PUBLIC MEDICAL CENTER'S ARTICLES OF INCORPORATION ARE AVAILABLE TO THE PUBLIC FROM THE SECRETARY OF STATE. CITY OF HOPE'S CONSOLIDATED 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. MEDICAL CENTER'S BYLAWS ARE NOT MADE AVAILABLE TO THE PUBLIC.
FORM 990, PART VII, SECTION A AVERAGE HOURS DEVOTED REPORTED IN COLUMN (B) FULL TIME EXEMPT EMPLOYEES GENERALLY WORK IN EXCESS OF 40 HOURS PER WEEK, WHICH HAS BEEN REFLECTED ON FORM 990, PART VII, SECTION A, COLUMN (B), BY AN ESTIMATE OF 60 HOURS PER WEEK. THE MEMBERS OF THE BOARD OF DIRECTORS ARE NOT COMPENSATED FOR SERVING ON THE BOARD. THE AVERAGE HOURS REPORTED FOR EACH DIRECTOR IS AN ESTIMATE OF THE TIME SPENT PREPARING FOR AND ATTENDING MEETINGS OF THE BOARD OF DIRECTORS. THE BOARD OF DIRECTORS OF MEDICAL CENTER HELD FOUR REGULARLY SCHEDULED MEETINGS DURING FISCAL YEAR 2025. THE RISK, AUDIT AND COMPLIANCE COMMITTEE HELD FIVE REGULARLY SCHEDULED MEETINGS IN FISCAL YEAR 2025.
FORM 990, PART VII, SECTION B, LINE 1, COLUMN (C) COMPENSATION PAID TO INDEPENDENT CONTRACTORS IT IS POSSIBLE THAT A PORTION OF THE AMOUNTS REPORTED FOR CONSTRUCTION SERVICES INCLUDE REIMBURSEMENT FOR EXPENSES, IN ADDITION TO AMOUNTS PAID FOR SERVICES. HOWEVER, THE AMOUNTS ARE NOT DISTINGUISHABLE FROM ONE ANOTHER.
FORM 990, PART VIII, LINE 2F OTHER PROGRAM SERVICE REVENUE SPECIALIZED LAB REVENUE - TOTAL REVENUE: 5830819, RELATED OR EXEMPT FUNCTION REVENUE: 5830819, UNRELATED BUSINESS REVENUE: , REVENUE EXCLUDED FROM TAX UNDER SECTIONS 512, 513, OR 514: ;
FORM 990, PART IX, LINE 11G OTHER FEES PURCHASED SERVICES - TOTAL EXPENSE: XXX-XX-XXXX, PROGRAM SERVICE EXPENSE: 96784353, MANAGEMENT AND GENERAL EXPENSES: 32331606, FUNDRAISING EXPENSES: ; CLINICAL RESEARCH/TEACHING AND ADMINISTRATIVE - TOTAL EXPENSE: 169007464, PROGRAM SERVICE EXPENSE: XXX-XX-XXXX, MANAGEMENT AND GENERAL EXPENSES: 48629018, FUNDRAISING EXPENSES: ; CONSULTING & MANAGEMENT FEES - TOTAL EXPENSE: 20001646, PROGRAM SERVICE EXPENSE: 14246513, MANAGEMENT AND GENERAL EXPENSES: 5755133, FUNDRAISING EXPENSES: ; REGISTRY & STAFFING FEES - TOTAL EXPENSE: 13585097, PROGRAM SERVICE EXPENSE: 9676217, MANAGEMENT AND GENERAL EXPENSES: 3908880, FUNDRAISING EXPENSES: ;
For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990-EZ.
Cat. No. 51056K
Schedule O (Form 990) (Rev. 1-2025)


Additional Data


Software ID: 24020961
Software Version: 2024v5.1
SCHEDULE R
(Form 990)
(Rev. January 2025)
Department of the Treasury
Internal Revenue Service
Related Organizations and Unrelated Partnerships
Complete if the organization answered "Yes" on Form 990, Part IV, line 33, 34, 35b, 36, or 37.
Attach to Form 990.
Go to www.irs.gov/Form990 for instructions and the latest information.

OMB No. 1545-0047
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)BECKMAN RESEARCH INSTITUTE OF THE CITY OF HOPE
1450 EAST DUARTE ROAD

DUARTE,CA91010
95-3432210 		RESEARCH CA 501(C)(3) 4 CITY OF HOPE
 
Yes
 
(2)CITY OF HOPE
1500 EAST DUARTE ROAD

DUARTE,CA91010
95-3435919 		FUNDRAISING CA 501(C)(3) 7 NA
 
 
No
(3)CITY OF HOPE MEDICAL FOUNDATION
1500 EAST DUARTE ROAD

DUARTE,CA91010
27-4803222 		HEALTHCARE CA 501(C)(3) 3 CITY OF HOPE
 
Yes
 
(4)COH HOLDCO INC
1500 EAST DUARTE ROAD

DUARTE,CA91010
87-3651176 		SUPPORT DE 501(C)(3) TYPE III-FI CITY OF HOPE
 
Yes
 
(5)MIDWESTERN REGIONAL MEDICAL CENTER INC
1500 EAST DUARTE ROAD

DUARTE,CA91010
36-2510771 		HOSPITAL IL 501(C)(3) 3 COH HOLDCO
 
Yes
 
(6)SOUTHEASTERN REGIONAL MEDICAL CENTER INC
1500 EAST DUARTE ROAD

DUARTE,CA91010
26-4572436 		HOSPITAL GA 501(C)(3) 3 COH HOLDCO
 
Yes
 
(7)THE TRANSLATIONAL GENOMICS RESEARCH INSTITUTE
445 N 5TH STREET SUITE 600

PHOENIX,AZ85004
75-3065445 		RESEARCH AZ 501(C)(3) 7 CITY OF HOPE
 
Yes
 
(8)THE TRANSLATIONAL GENOMICS RESEARCH INSTITUTE FOUNDATION
445 N 5TH STREET SUITE 120

PHOENIX,AZ85004
33-1092191 		FUNDRAISING AZ 501(C)(3) 7 TGEN
 
Yes
 
(9)WESTERN REGIONAL MEDICAL CENTER INC
1500 EAST DUARTE ROAD

DUARTE,CA91010
32-0197974 		HOSPITAL AZ 501(C)(3) 3 COH HOLDCO
 
Yes
 
For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 50135Y
Schedule R (Form 990) (Rev. 1-2025)
Schedule R (Form 990) (Rev. 1-2025)
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
(1) SOUTHERN CALIFORNIA RADIATION ONCOLOGY LLC

1500 EAST DUARTE ROAD
DUARTE,CA91010
36-4887584 		RADIATION ONCOLOGY DE NA
  		N/A                












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) ACCESSHOPE LLC

1500 EAST DUARTE ROAD
DUARTE,CA91010
84-2818450 		ONCOLOGY SUPPORT DE CITY OF HOPE
  		C CORPORATION 0 0 0 %   No












Schedule R (Form 990) (Rev. 1-2025)
Schedule R (Form 990) (Rev. 1-2025)
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
Yes
 
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
 
No
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
 
No
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 THE CITY OF HOPE

 L 48,616,612 BOOK
(2) CITY OF HOPE MEDICAL FOUNDATION

 L 23,272,225 BOOK
(3) CITY OF HOPE MEDICAL FOUNDATION

 M 47,925,500 BOOK
(4) BECKMAN RESEARCH INSTITUTE OF THE CITY OF HOPE

 M 2,860,584 BOOK
(5) BECKMAN RESEARCH INSTITUTE OF THE CITY OF HOPE

 O 45,214,649 BOOK
(6) CITY OF HOPE MEDICAL FOUNDATION

 O 19,893,600 BOOK
(7) THE TRANSLATIONAL GENOMICS RESEARCH INSTITUTE

 O 1,839,421 BOOK
(8) CITY OF HOPE MEDICAL FOUNDATION

 P 134,578,035 BOOK
(9) BECKMAN RESEARCH INSTITUTE OF THE CITY OF HOPE

 P 10,190,265 BOOK
(10) BECKMAN RESEARCH INSTITUTE OF THE CITY OF HOPE

 Q 51,377,850 BOOK
(11) CITY OF HOPE MEDICAL FOUNDATION

 Q 22,552,257 BOOK
(12) COH HOLDCO INC

 Q 717,514 BOOK
Schedule R (Form 990) (Rev. 1-2025)
Schedule R (Form 990) (Rev. 1-2025)
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) (Rev. 1-2025)
Schedule R (Form 990) (Rev. 1-2025)
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) (Rev. 1-2025)

Additional Data


Software ID: 24020961
Software Version: 2024v5.1