2026-08-13T07:59:12+00:00 2025-09-30 346565596 ERNST & YOUNG US LLP 18101 VON KARMAN AVENUE IRVINE CA 92612 990 2024-10-01 951683875 CITY OF HOPE NATIONAL MEDICAL CENTER CITY 6262564673 1500 EAST DUARTE ROAD DUARTE CA 91010 MARCEL VAN DEN BRINK PRESIDENT 2026-08-13 true true KARA ADAMS P00023315 9497942300 2026-07-25 2024 2025-03-06 01:10:19Z MARCEL VAN DEN BRINK 1500 EAST DUARTE ROAD DUARTE CA 91010 3506821698 false X CITYOFHOPE.ORG X 1948 CA 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. 10 10 8108 310 893558 0 55945015 60609306 2821305871 3362874879 51884877 2901140 18081244 5964426 2947217007 3432349751 8611088 8000000 0 1003888141 1123621982 0 0 1739637794 2156820102 2752137023 3288442084 195079984 143907667 4772431422 5405380976 3714873269 4202830808 1057558153 1202550168 TO MAKE HOPE A REALITY FOR ALL TOUCHED BY CANCER AND DIABETES. PLEASE SEE SCHEDULE O FOR A CONTINUATION OF OUR MISSION. false false 2473831658 8000000 3273981658 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. 312431645 0 87972374 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. 46864446 0 920847 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. 2833127749 true true false true false false false false false true true false false true true true false true false true true false false false false false true true true false true true false false false false false false false false false false false false false false false true true true false false true X 533 0 true 8108 true true true false false false false false false false false false true false X 10 10 false false false false true true true true false false false false false true true true true true true true true true CA X YVETTE TREMONTI 6262564673 1500 EAST DUARTE ROAD DUARTE CA 91010 MORGAN CHU ESQ DIRECTOR & CHAIR OF THE BOARD 2.0 13.0 X X 0 0 0 ADRIENNE WHITE-FAINES DIRECTOR 2.0 4.0 X 0 0 0 ALEX HERRERA MD DIRECTOR 2.0 0 X 0 0 0 ANNA PAWLOWSKA MD DIRECTOR 2.0 0 X 0 0 0 CLARKE ANDERSON MD DIRECTOR 2.0 0 X 0 0 0 EDDY HARTENSTEIN DIRECTOR 2.0 0 X 0 0 0 ERNEST HAN MD PHD DIRECTOR 2.0 0 X 0 0 0 EVAN S LAMBERG DIRECTOR 2.0 0 X 0 0 0 LALEH MELSTROM MD DIRECTOR 2.0 0 X 0 0 0 SHERI BILLER DIRECTOR 2.0 0 X 0 0 0 STEVEN B FINK DIRECTOR 2.0 12.0 X 0 0 0 SUMANTA PAL MD DIRECTOR 2.0 0 X 0 0 0 TANYA DORFF MD DIRECTOR 2.0 0 X 0 0 0 CRISTIN OCALLAHAN SECRETARY/GENERAL COUNSEL 11.0 49.0 X 271010 1084041 250963 DONALD J MATTHEWSON ASSISTANT TREASURER/VP, TREASURY & FINANCIAL STRATEGY 12.0 48.0 X 123785 495140 40195 JO ANN ESCASA-HAIGH ASSISTANT TREASURER/CHIEF BUSINESS OFFICER 16.0 44.0 X 497537 1492612 257551 MARCELLUS R VAN DEN BRINK MD PHD PRESIDENT & CHF PHYS EXEC 47.0 13.0 X 1760027 440005 369982 YVETTE TREMONTI TREASURER/CHIEF FINANCIAL OFFICER 11.0 49.0 X 172829 691315 88040 ANGELIQUE RICHARD CHIEF OPERATING OFFICER 57.0 3.0 X 819667 25350 68855 ANNETTE M WALKER PRESIDENT OF COH OC CANCER CTR 39.0 21.0 X 1218265 655988 275724 DEBRA F FIELDS EXEC VP & CHIEF TRANSFORMATION OFC 15.0 45.0 X 483298 1449894 295329 JOHN D CARPTEN CHF SCI OFF, BRI DIR, CANC CTR DIR 18.0 42.0 X 400172 933735 229975 KEVIN MANEMANN EVP & CHIEF INTEGRATION OFFCR 21.0 39.0 X 626513 1163526 227089 MARC STEWART MD CHIEF MEDICAL OFFICER 60.0 0 X 669154 0 63887 ROBERT W STONE PRESIDENT & CEO 18.0 42.0 X 1825695 4259955 1030210 SIMON NAZARIAN CHIEF DIGITAL OFFICER 15.0 45.0 X 224220 672660 38928 SUSAN J BROWN SVP CHIEF NURSING & PATIENT SVCS OFC 60.0 0 X 1037678 0 66778 VIJAY TRISAL MD SYSTEM CHIEF CLINICAL OFFICER 48.0 12.0 X 1009243 249162 131514 VINCENT D JENSEN COHMF CHIEF EXECUTIVE 21.0 39.0 X 414860 770455 108635 ASHLEY BAKER LEE SVP, RESEARCH OPERATIONS 12.0 48.0 X 226311 905243 98418 EDWARD S KIM DIRECTOR, SYSTEM CLIN TRIALS 45.0 17.0 X 1218644 406215 111694 HARLAN ALCON LEVINE PRES, HLTH INNOVATION & POLICY 18.0 42.0 X 661552 1543623 291670 KRISTIN BERTELL CHIEF PHILANTHROPY OFFICER 2.0 58.0 X 45571 1335377 240476 STEPHEN GRUBER DIR, CENTER FOR PRECISION MED 60.0 0 X 1238942 0 35261 JENNIFER PARKHURST FORMER OFFICER 0.0 0.0 X 302999 908996 38026 MARK HULSE FORMER CHIEF DIGITAL OFFICER 0.0 0.0 X 74427 223281 15439 MICHAEL A CALIGIURI MD FORMER PRESIDENT & PHYS-IN-CHIEF, NMC 54.0 6.0 X 536069 59563 29133 15858468 19766136 4403772 3175 true true false SPECIALTY PHARMACEUTICAL SERVICES 28390 NETWORK PL CHICAGO IL 60673 PHARMACEUTICAL SERVICES 93460713 HENSEL PHELPS CONSTRUCTION CO 18850 VON KARMAN AVE STE 100 IRVINE CA 92612 CONSTRUCTION SERVICES 67332737 DPR CONSTRUCTION A GENERAL PARTNERSHIP 4665 MACARTHUR CT STE 100 NEWPORT BEACH CA 92660 CONSTRUCTION SERVICES 24516547 NATIONAL MARROW DONOR PROGRAM CORP 500 N 5TH ST MINNEAPOLIS MN 55401 MARROW SEARCH/PROCUREMENT 22009883 MCKESSON SPECIALTY CARE DISTRIBUTION 15212 COLLECTIONS CTR DR CHICAGO IL 60693 SPECIALTY CARE SERVICES 17776495 497 58684218 770603 1154485 60609306 NET PATIENT REVENUE 621110 3223213210 3223213210 RESEARCH & CLINICAL TRIAL REVENUE 621110 87972374 87972374 LEASED EMPLOYEE REVENUE 900099 25400318 25400318 OTHER EXEMPT FUNCTION REVENUE 621110 13137514 13137514 OTHER PATIENT ANCILLARY REVENUE 621110 7320644 7320644 5830819 5830819 0 0 3362874879 3033036 3033036 0 0 74340051 74471947 -131896 0 -131896 -131896 CAFETERIA SALES AND HOTEL 900099 5316628 893558 4423070 OTHER MISC. 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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. 80495105 80495105 0 68765885 11729220 80495105 60478886 8286999 68765885 73958027 -13479141 60478886 63077663 10880364 73958027 1.0 0.0 0.0 false false 168820300 168820300 1163702573 346114439 817588134 80686811 38162056 42524755 1215180701 889184778 325995923 694151981 0 694151981 2049081093 DUE FROM AFFILIATES 2237492366 RIGHT-OF-USE OPERATING LEASE 100067635 §457(B) RETIREMENT FUND 78991981 BOND ISSUANCE COSTS 4544869 RIGHT-OF-USE FINANCE LEASE 5646866 INSURANCE RECOVERY 8767469 BOND ISSUANCE DISCOUNT 2728656 SB1732 RECEIVABLE 1159449 OTHER ASSETS 2439399291 0 FEDERAL INCOME TAXES 0 DUE TO AFFILIATES 1388635972 RIGHT-OF-USE OPERATING LEASE 108725719 BOND ISSUANCE PREMIUM 46753094 §457(B) RETIREMENT FUND PAYABLE 78991981 SELF-INSURANCE LIABILITIES 28759643 1651866409 X 0 0 0 0 0 0 0 0 0 0 0 0 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. CENTRAL AMERICA AND THE CARIBBEAN 0 2 CONFERENCE TRAVEL 4112 EAST ASIA AND THE PACIFIC 0 30 CONFERENCE TRAVEL 164580 EUROPE (INCLUDING ICELAND AND GREENLAND) 0 71 CONFERENCE TRAVEL 406028 MIDDLE EAST AND NORTH AFRICA 0 4 CONFERENCE TRAVEL 20403 NORTH AMERICA (CANADA & MEXICO ONLY) 0 26 CONFERENCE TRAVEL 51352 SOUTH AMERICA 0 6 CONFERENCE TRAVEL 34854 SUB-SAHARAN AFRICA 0 7 CONFERENCE TRAVEL 51249 CENTRAL AMERICA AND THE CARIBBEAN 0 0 INVESTMENTS 9478613 0 146 0 0 0 146 10211191 0 10211191 true false true true true false 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. true true X true X 600 false true true true false true true 48775631 48775631 0.01483 491716503 524069358 0 0.0 0 0.0 0 0 540492134 524069358 48775631 0.01483 7010485 7010485 0.00213 6631528 6631528 0.00202 0 0.0 230817146 89389714 141427432 0.04301 192790 192790 0.00006 0 0 244651949 89389714 155262235 0.04721 0 0 785144083 613459072 204037866 0.06205 0 0.0 0 0.0 0 0.0 0 0.0 0 0.0 96369 96369 0.00003 0 0.0 25261 25261 0.00001 0 0.0 0 0 121630 0 121630 0.00004 false 0 0 656198167 744070007 -87871840 X true true 1 1 CITY OF HOPE NATIONAL MEDICAL CENTER 1500 EAST DUARTE ROAD DUARTE CA 910103012 CITYOFHOPE.ORG 930000033 X X X SHORT-TERM SPECIALTY HOSPITAL CITY OF HOPE NATIONAL MEDICAL CENTER 1 false false true X X X X X X X X X 24 true true false true X CITYOFHOPE.ORG/SITES/WWW/FILES/2025-09/CITY-OF-HOPE-2025-CHNA-REPORT.PDF X true 25 true CITYOFHOPE.ORG/SITES/WWW/FILES/FILES/2026-2029-IMPLEMENTATIONSTRATEGY-FINALB.PDF false true X 600.0 0.0 X X X X X true true X X X true X CITYOFHOPE.ORG/LOCATIONS/LOS-ANGELES/INSURANCE-AND-FINANCIAL-OPTIONS/PRICING-BILLING-FINANCIAL X CITYOFHOPE.ORG/LOCATIONS/LOS-ANGELES/INSURANCE-AND-FINANCIAL-OPTIONS/PRICING-BILLING-FINANCIAL X CITYOFHOPE.ORG/LOCATIONS/LOS-ANGELES/INSURANCE-AND-FINANCIAL-OPTIONS/PRICING-BILLING-FINANCIAL X X X X X X true X false X X X true X false false 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. 0 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 true CITY OF HOPE MEDICAL FOUNDATION 1500 EAST DUARTE ROAD DUARTE CA 91010 274803222 501(C)(3) 8000000 OPERATING SUPPORT 1 0 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. X true true X X X X X X false true false false false false false true false MICHAEL A CALIGIURI MD FORMER PRESIDENT & PHYS-IN-CHIEF, NMC 511380 56820 0 0 24689 2743 24980 2776 1239 138 562288 62477 83569 9285 MARK HULSE FORMER CHIEF DIGITAL OFFICER 41623 124869 18750 56250 14054 42162 2515 7545 1344 4035 78286 234861 30006 90018 JENNIFER PARKHURST FORMER OFFICER 55272 165817 37500 112500 210227 630679 4035 12105 5472 16414 312506 937515 19407 58222 JO ANN ESCASA-HAIGH ASSISTANT TREASURER/CHIEF BUSINESS OFFICER 294180 882540 199032 597097 4325 12975 58190 174569 6198 18594 561925 1685775 0 0 DONALD J MATTHEWSON ASSISTANT TREASURER/VP, TREASURY & FINANCIAL STRATEGY 93398 373592 24060 96240 6327 25308 5121 20484 2918 11672 131824 527296 0 0 CRISTIN OCALLAHAN SECRETARY/GENERAL COUNSEL 145499 581997 116532 466127 8979 35917 43229 172915 6964 27855 321203 1284811 26245 104979 YVETTE TREMONTI TREASURER/CHIEF FINANCIAL OFFICER 99330 397318 71717 286867 1782 7130 13877 55509 3731 14923 190437 761747 0 0 MARCELLUS R VAN DEN BRINK MD PHD PRESIDENT & CHF PHYS EXEC 1198892 299722 512753 128187 48382 12096 277495 69375 18490 4622 2056012 514002 0 0 SUSAN J BROWN SVP CHIEF NURSING & PATIENT SVCS OFC 674280 0 296565 0 66833 0 45996 0 20782 0 1104456 0 46770 0 JOHN D CARPTEN CHF SCI OFF, BRI DIR, CANC CTR DIR 258598 603396 138555 323296 3019 7043 60759 141770 8234 19212 469165 1094717 0 0 DEBRA F FIELDS EXEC VP & CHIEF TRANSFORMATION OFC 258601 775806 203900 611700 20797 62388 63031 189093 10802 32403 557131 1671390 52855 158565 VINCENT D JENSEN COHMF CHIEF EXECUTIVE 273549 508020 120962 224643 20349 37792 29345 54497 8677 16116 452882 841068 18599 34541 KEVIN MANEMANN EVP & CHIEF INTEGRATION OFFCR 351398 652599 273231 507429 1884 3498 66524 123544 12958 24063 705995 1311133 0 0 SIMON NAZARIAN CHIEF DIGITAL OFFICER 73543 220629 150000 450000 677 2031 8073 24219 1659 4977 233952 701856 0 0 ANGELIQUE RICHARD CHIEF OPERATING OFFICER 442046 13671 281433 8703 96188 2976 57974 1794 8814 273 886455 27417 0 0 MARC STEWART MD CHIEF MEDICAL OFFICER 549613 0 96057 0 23484 0 47917 0 15970 0 733041 0 0 0 ROBERT W STONE PRESIDENT & CEO 651052 1519123 1113795 2598855 60848 141977 301612 703763 7450 17385 2134757 4981103 216304 504711 VIJAY TRISAL MD SYSTEM CHIEF CLINICAL OFFICER 656072 161970 306814 75750 46357 11442 74880 18486 30594 7554 1114717 275202 44539 10998 ANNETTE M WALKER PRESIDENT OF COH OC CANCER CTR 638886 344015 513452 276474 65927 35499 167662 90279 11559 6224 1397486 752491 133321 71788 HARLAN ALCON LEVINE PRES, HLTH INNOVATION & POLICY 336919 786147 292142 681665 32491 75811 80063 186813 7438 17356 749053 1747792 70358 164169 ASHLEY BAKER LEE SVP, RESEARCH OPERATIONS 111977 447907 67482 269928 46852 187408 16127 64509 3556 14226 245994 983978 10357 41429 KRISTIN BERTELL CHIEF PHILANTHROPY OFFICER 25161 737308 18701 547998 1709 50071 6642 194627 1294 37913 53507 1567917 5057 148178 STEPHEN GRUBER DIR, CENTER FOR PRECISION MED 919128 0 212973 0 106841 0 10428 0 24833 0 1274203 0 0 0 EDWARD S KIM DIRECTOR, SYSTEM CLIN TRIALS 824713 274904 330083 110028 63848 21283 55723 18574 28048 9349 1302415 434138 39847 13282 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). A CALIFORNIA HEALTH FACILITIES FINANCING AUTHORITY 521643828 13033LN37 2012-11-14 140805678 REFUNDED ISSUES DATED 5/26/2006 AND 06/01/2007 AND FINANCED CAPITAL PROJECTS. false false false B CALIFORNIA HEALTH FACILITIES FINANCING AUTHORITY 521643828 13033LN37 2012-11-14 130787655 REFUND 1999A CERTIFICATES OF PARTICIPATION ISSUED ON APRIL 8, 1999 THROUGH THE CITY OF DUARTE. false false false C CALIFORNIA HEALTH FACILITIES FINANCING AUTHORITY 521643828 000000000 2017-02-10 32680000 REFUND SERIES 2012C ISSUE DATED 11/14/2012 false false false D CALIFORNIA HEALTH FACILITIES FINANCING AUTHORITY 521643828 13032UUN6 2019-07-31 384529099 CAPITAL PROJECTS false false false A 117429017 0 140811319 0 1026220 0 1565251 0 0 90708393 47511455 0 2015 true false true true B 109074194 0 130787655 0 0 0 1425066 0 0 0 129362589 0 2012 true false true true C 0 0 32680000 0 0 0 180000 0 0 0 32500000 0 2017 true false true true D 60000000 0 406248894 0 47131308 0 3174822 0 0 355942764 0 0 false false true true A false true true true true true 0.0042 0.0 0.0042 false false 0 false true B false false false false false false 0 0 0.0 false false 0 false false C false true true true true true 0.0063 0.0 0.0063 false false 0 false true D false true true true true true 0.0 0.0 0.0 false false 0 false true A false false false true true true WELLS FARGO BANK NA 30.0 false false false 0 false false true B false false true false true true WELLS FARGO BANK NA 30.0 false false false 0 false false true C false false true true true true WELLS FARGO BANK NA 25.8 false false false 0 false false true D false false false true false false 0 false false false 0 false false true A true B true C true D true 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 A CALIFORNIA HEALTH FACILITIES FINANCING AUTHORITY 521643828 13032U4N5 2025-06-12 178247612 false false false A 178247612 1174622 177072990 2025 true false true true A false true true true true true 0.0045 0 0.0045 false false 0 false true A false true false false false false 0 false false false 0 false false true A true 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: ; BECKMAN RESEARCH INSTITUTE OF THE CITY OF HOPE 1450 EAST DUARTE ROAD DUARTE CA 91010 953432210 RESEARCH CA 501(C)(3) 4 CITY OF HOPE true CITY OF HOPE 1500 EAST DUARTE ROAD DUARTE CA 91010 953435919 FUNDRAISING CA 501(C)(3) 7 NA false CITY OF HOPE MEDICAL FOUNDATION 1500 EAST DUARTE ROAD DUARTE CA 91010 274803222 HEALTHCARE CA 501(C)(3) 3 CITY OF HOPE true COH HOLDCO INC 1500 EAST DUARTE ROAD DUARTE CA 91010 873651176 SUPPORT DE 501(C)(3) TYPE III-FI CITY OF HOPE true MIDWESTERN REGIONAL MEDICAL CENTER INC 1500 EAST DUARTE ROAD DUARTE CA 91010 362510771 HOSPITAL IL 501(C)(3) 3 COH HOLDCO true SOUTHEASTERN REGIONAL MEDICAL CENTER INC 1500 EAST DUARTE ROAD DUARTE CA 91010 264572436 HOSPITAL GA 501(C)(3) 3 COH HOLDCO true THE TRANSLATIONAL GENOMICS RESEARCH INSTITUTE 445 N 5TH STREET SUITE 600 PHOENIX AZ 85004 753065445 RESEARCH AZ 501(C)(3) 7 CITY OF HOPE true THE TRANSLATIONAL GENOMICS RESEARCH INSTITUTE FOUNDATION 445 N 5TH STREET SUITE 120 PHOENIX AZ 85004 331092191 FUNDRAISING AZ 501(C)(3) 7 TGEN true WESTERN REGIONAL MEDICAL CENTER INC 1500 EAST DUARTE ROAD DUARTE CA 91010 320197974 HOSPITAL AZ 501(C)(3) 3 COH HOLDCO true SOUTHERN CALIFORNIA RADIATION ONCOLOGY LLC 1500 EAST DUARTE ROAD DUARTE CA 91010 364887584 RADIATION ONCOLOGY DE NA N/A ACCESSHOPE LLC 1500 EAST DUARTE ROAD DUARTE CA 91010 842818450 ONCOLOGY SUPPORT DE CITY OF HOPE C CORPORATION 0 0 0 false false true true false false false false false false false false true true false true true true false false BECKMAN RESEARCH INSTITUTE OF THE CITY OF HOPE L 48616612 BOOK CITY OF HOPE MEDICAL FOUNDATION L 23272225 BOOK CITY OF HOPE MEDICAL FOUNDATION M 47925500 BOOK BECKMAN RESEARCH INSTITUTE OF THE CITY OF HOPE M 2860584 BOOK BECKMAN RESEARCH INSTITUTE OF THE CITY OF HOPE O 45214649 BOOK CITY OF HOPE MEDICAL FOUNDATION O 19893600 BOOK THE TRANSLATIONAL GENOMICS RESEARCH INSTITUTE O 1839421 BOOK CITY OF HOPE MEDICAL FOUNDATION P 134578035 BOOK BECKMAN RESEARCH INSTITUTE OF THE CITY OF HOPE P 10190265 BOOK BECKMAN RESEARCH INSTITUTE OF THE CITY OF HOPE Q 51377850 BOOK CITY OF HOPE MEDICAL FOUNDATION Q 22552257 BOOK COH HOLDCO INC Q 717514 BOOK