Totals
- Total revenue
- $369,822,441
- Total expenses
- $235,482,930
- Contributions and grants received
- $189,792,523
- Grants paid
- $115,707,842
- Program services expenses (Part IX)
- $115,707,842
- Management and general expenses
- $71,602,202
- Fundraising expenses
- $48,172,886
- Program service expenses (Part III)
- $115,707,842
Program services were 49.1% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.
Listed in Part VII
-
GLENN D STEELE JR MD PHD
DIRECTOR & CHAIR OF THE BOARD
- Total calculated
- $0
- Hours/week
- 2 + 8 related
-
ADRIENNE WHITE-FAINES
DIRECTOR
- Total calculated
- $0
- Hours/week
- 2 + 4 related
-
BARBARA BRUSER CFA
DIRECTOR
- Total calculated
- $0
- Hours/week
- 2 + 8 related
-
CHARLOTTE HUBBERT PHD
DIRECTOR
- Total calculated
- $0
- Hours/week
- 2 + 2 related
-
MATTHEW HOBART
DIRECTOR
- Total calculated
- $0
- Hours/week
- 2 + 2 related
-
MORGAN CHU ESQ
DIRECTOR
- Total calculated
- $0
- Hours/week
- 2 + 13 related
-
PAMELA BONEHAM
DIRECTOR
- Total calculated
- $0
- Hours/week
- 2 + 2 related
-
PHILIP FASANO
DIRECTOR
- Total calculated
- $0
- Hours/week
- 2 + 8 related
-
RONALD L SARGENT
DIRECTOR, VICE CHAIR
- Total calculated
- $0
- Hours/week
- 2 + 8 related
-
SELWYN ISAKOW
DIRECTOR, IMMEDIATE PAST CHAIR
- Total calculated
- $0
- Hours/week
- 2 + 10 related
-
STEPHANIE OKEY
DIRECTOR
- Total calculated
- $0
- Hours/week
- 2 + 4 related
-
STEVEN B FINK
DIRECTOR
- Total calculated
- $0
- Hours/week
- 2 + 12 related
-
SUZANNE VAUTRINOT
DIRECTOR
- Total calculated
- $0
- Hours/week
- 2 + 8 related
-
WILLIAM J POST
DIRECTOR
- Total calculated
- $0
- Hours/week
- 2 + 8 related
-
CRISTIN OCALLAHAN
SECRETARY/GENERAL COUNSEL
- Total calculated
- $1,606,014
- From this org
- $223,583
- From related orgs
- $1,131,468
- Other
- $250,963
- Hours/week
- 10 + 50 related
Schedule J breakdown matched by us
- Base
- $120,036 + $607,460 related
- Bonus
- $96,139 + $486,520 related
- Other
- $7,408 + $37,488 related
- Deferred
- $35,664 + $180,480 related
- Nontaxable benefits
- $5,745 + $29,074 related
- Filer's total
- $264,992 + $1,341,022 related
-
DONALD J MATTHEWSON
ASSISTANT TREASURER/VP, TREASURY & FINANCIAL STRATEGY
- Total calculated
- $659,120
- From this org
- $123,785
- From related orgs
- $495,140
- Other
- $40,195
- Hours/week
- 12 + 48 related
Schedule J breakdown matched by us
- Base
- $93,398 + $373,592 related
- Bonus
- $24,060 + $96,240 related
- Other
- $6,327 + $25,308 related
- Deferred
- $5,121 + $20,484 related
- Nontaxable benefits
- $2,918 + $11,672 related
- Filer's total
- $131,824 + $527,296 related
-
JO ANN ESCASA-HAIGH
ASSISTANT TREASURER/CHIEF BUSINESS OFFICER
- Total calculated
- $2,247,700
- From this org
- $398,030
- From related orgs
- $1,592,119
- Other
- $257,551
- Hours/week
- 12 + 48 related
Schedule J breakdown matched by us
- Base
- $235,344 + $941,376 related
- Bonus
- $159,226 + $636,903 related
- Other
- $3,460 + $13,840 related
- Deferred
- $46,552 + $186,207 related
- Nontaxable benefits
- $4,958 + $19,834 related
- Filer's total
- $449,540 + $1,798,160 related
-
KRISTIN BERTELL
CHIEF PHILANTHROPY OFFICER/ASSISTANT SECRETARY
- Total calculated
- $1,621,424
- From this org
- $1,107,522
- From related orgs
- $273,426
- Other
- $240,476
- Hours/week
- 48 + 12 related
Schedule J breakdown matched by us
- Base
- $611,503 + $150,966 related
- Bonus
- $454,493 + $112,206 related
- Other
- $41,526 + $10,254 related
- Deferred
- $161,417 + $39,852 related
- Nontaxable benefits
- $31,443 + $7,764 related
- Filer's total
- $1,300,382 + $321,042 related
-
ROBERT W STONE
PRESIDENT & CEO
- Total calculated
- $7,115,860
- From this org
- $2,123,892
- From related orgs
- $3,961,758
- Other
- $1,030,210
- Hours/week
- 21 + 39 related
Schedule J breakdown matched by us
- Base
- $757,390 + $1,412,785 related
- Bonus
- $1,295,715 + $2,416,935 related
- Other
- $70,787 + $132,038 related
- Deferred
- $350,876 + $654,499 related
- Nontaxable benefits
- $8,667 + $16,168 related
- Filer's total
- $2,483,435 + $4,632,425 related
-
YVETTE TREMONTI
TREASURER/CHIEF FINANCIAL OFFICER
- Total calculated
- $952,184
- From this org
- $142,584
- From related orgs
- $721,560
- Other
- $88,040
- Hours/week
- 10 + 50 related
Schedule J breakdown matched by us
- Base
- $81,948 + $414,700 related
- Bonus
- $59,166 + $299,418 related
- Other
- $1,470 + $7,442 related
- Deferred
- $11,449 + $57,937 related
- Nontaxable benefits
- $3,078 + $15,576 related
- Filer's total
- $157,111 + $795,073 related
-
DEBRA F FIELDS
EXEC VP & CHIEF TRANSFORMATION OFC
- Total calculated
- $2,228,521
- From this org
- $386,638
- From related orgs
- $1,546,554
- Other
- $295,329
- Hours/week
- 12 + 48 related
Schedule J breakdown matched by us
- Base
- $206,881 + $827,526 related
- Bonus
- $163,120 + $652,480 related
- Other
- $16,637 + $66,548 related
- Deferred
- $50,425 + $201,699 related
- Nontaxable benefits
- $8,641 + $34,564 related
- Filer's total
- $445,704 + $1,782,817 related
-
KEVIN MANEMANN
EVP & CHIEF INTEGRATION OFFCR
- Total calculated
- $2,017,128
- From this org
- $89,502
- From related orgs
- $1,700,537
- Other
- $227,089
- Hours/week
- 3 + 57 related
Schedule J breakdown matched by us
- Base
- $50,200 + $953,797 related
- Bonus
- $39,033 + $741,627 related
- Other
- $269 + $5,113 related
- Deferred
- $9,503 + $180,565 related
- Nontaxable benefits
- $1,851 + $35,170 related
- Filer's total
- $100,856 + $1,916,272 related
-
SIMON NAZARIAN
CHIEF DIGITAL OFFICER
- Total calculated
- $935,808
- From this org
- $179,376
- From related orgs
- $717,504
- Other
- $38,928
- Hours/week
- 12 + 48 related
Schedule J breakdown matched by us
- Base
- $58,834 + $235,338 related
- Bonus
- $120,000 + $480,000 related
- Other
- $542 + $2,166 related
- Deferred
- $6,458 + $25,834 related
- Nontaxable benefits
- $1,327 + $5,309 related
- Filer's total
- $187,161 + $748,647 related
-
ANNETTE M WALKER
PRESIDENT OF COH OC CANCER CTR
- Total calculated
- $2,149,977
- From this org
- $468,563
- From related orgs
- $1,405,690
- Other
- $275,724
- Hours/week
- 15 + 45 related
Schedule J breakdown matched by us
- Base
- $245,726 + $737,175 related
- Bonus
- $197,481 + $592,445 related
- Other
- $25,356 + $76,070 related
- Deferred
- $64,485 + $193,456 related
- Nontaxable benefits
- $4,446 + $13,337 related
- Filer's total
- $537,494 + $1,612,483 related
-
HARLAN ALCON LEVINE
PRESIDENT, HEALTH INNOVATION & POLICY
- Total calculated
- $2,496,845
- From this org
- $403,547
- From related orgs
- $1,801,628
- Other
- $291,670
- Hours/week
- 11 + 49 related
Schedule J breakdown matched by us
- Base
- $205,521 + $917,545 related
- Bonus
- $178,207 + $795,600 related
- Other
- $19,819 + $88,483 related
- Deferred
- $48,838 + $218,038 related
- Nontaxable benefits
- $4,537 + $20,257 related
- Filer's total
- $456,922 + $2,039,923 related
-
JOHN D CARPTEN
CHF SCI OFF, BRI DIR, CANC CTR DIR
- Total calculated
- $1,563,882
- From this org
- $200,086
- From related orgs
- $1,133,821
- Other
- $229,975
- Hours/week
- 9 + 51 related
Schedule J breakdown matched by us
- Base
- $129,299 + $732,695 related
- Bonus
- $69,278 + $392,573 related
- Other
- $1,509 + $8,553 related
- Deferred
- $30,379 + $172,150 related
- Nontaxable benefits
- $4,117 + $23,329 related
- Filer's total
- $234,582 + $1,329,300 related
-
STEVEN TERRY ROSEN MD
EVP,DIR EMERITUS COMP CANC CTR & BRI
- Total calculated
- $1,947,886
- From this org
- $171,688
- From related orgs
- $1,545,189
- Other
- $231,009
- Hours/week
- 6 + 54 related
Schedule J breakdown matched by us
- Base
- $97,045 + $873,408 related
- Bonus
- $64,840 + $583,557 related
- Other
- $9,803 + $88,224 related
- Deferred
- $22,109 + $198,982 related
- Nontaxable benefits
- $992 + $8,926 related
- Filer's total
- $194,789 + $1,753,097 related
-
VIJAY TRISAL MD
SYSTEM CHIEF CLINICAL OFFICER
- Total calculated
- $1,389,919
- From this org
- $41,527
- From related orgs
- $1,216,878
- Other
- $131,514
- Hours/week
- 2 + 58 related
Schedule J breakdown matched by us
- Base
- $26,995 + $791,047 related
- Bonus
- $12,625 + $369,939 related
- Other
- $1,907 + $55,892 related
- Deferred
- $3,081 + $90,285 related
- Nontaxable benefits
- $1,259 + $36,889 related
- Filer's total
- $45,867 + $1,344,052 related
-
JENNIFER PARKHURST
FORMER OFFICER
- Total calculated
- $1,250,021
- From this org
- $242,399
- From related orgs
- $969,596
- Other
- $38,026
- Hours/week
- 0
Schedule J breakdown matched by us
- Base
- $44,218 + $176,871 related
- Bonus
- $30,000 + $120,000 related
- Other
- $168,181 + $672,725 related
- Deferred
- $3,228 + $12,912 related
- Nontaxable benefits
- $4,377 + $17,509 related
- Filer's total
- $250,004 + $1,000,017 related
-
MARK HULSE
FORMER CHIEF DIGITAL OFFICER
- Total calculated
- $313,147
- From this org
- $59,542
- From related orgs
- $238,166
- Other
- $15,439
- Hours/week
- 0
Schedule J breakdown matched by us
- Base
- $33,299 + $133,193 related
- Bonus
- $15,000 + $60,000 related
- Other
- $11,243 + $44,973 related
- Deferred
- $2,012 + $8,048 related
- Nontaxable benefits
- $1,076 + $4,303 related
- Filer's total
- $62,630 + $250,517 related
Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.
Schedule J
Answered yes
- 1a · First-class or charter travel
- 1b · Written policy on the line-1a expenses
- 2 · Substantiation required before reimbursing expenses
- 3 · Compensation committee
- 3 · Independent compensation consultant
- 3 · Form 990 of other organizations
- 3 · Written employment contract
- 3 · Compensation survey or study
- 3 · Approval by the board or compensation committee
- 4b · Supplemental nonqualified retirement plan
- 7 · Other non-fixed payments
Answered no
- 4a · Severance or change-of-control payment
- 4c · Equity-based compensation arrangement
- 5a · Pay contingent on this organization's revenues
- 5b · Pay contingent on a related organization's revenues
- 6a · Pay contingent on this organization's net earnings
- 6b · Pay contingent on a related organization's net earnings
- 8 · Paid under the initial-contract exception
The filer's explanations (Part III)
- SCHEDULE J, PART I, LINE 1A FIRST-CLASS OR CHARTER TRAVEL
- CITY OF HOPE 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
- CITY OF HOPE'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 OF MORE OF THE ANNUAL PERFORMANCE MEASUREMENT CALCULATIONS ON WHICH THE AWARD IS BASED OR IS PAID ARE MATERIALLY INACCURATE. THE AIP INCENTIVE COMPENSATION EARNED FOR FISCAL YEAR 2024 WAS PAID IN CALENDAR YEAR 2024 AND THESE AMOUNTS HAVE BEEN REPORTED IN SCHEDULE J, PART II, COLUMN (B)(II). ADDITIONALLY, CITY OF HOPE HAS AN EXECUTIVE LONG-TERM INCENTIVE (LTI) PLAN FOR CERTAIN EXECUTIVES WHICH IS DESIGNED TO DRIVE LONG-TERM ORGANIZATIONAL PERFORMANCE AND TRANSFORMATION BY ALIGNING EXECUTIVES WITH THE MULTI-YEAR STRATEGIC PLAN AND INCENTIVIZING THEM FOR ACHIEVING KEY ORGANIZATIONAL AND STRATEGIC OBJECTIVES AND GOALS. WITH THREE-YEAR VESTING PERIODS, THE PLAN ALSO PROVIDES A MEANS FOR RETAINING KEY EXECUTIVE TALENT. THE PERFORMANCE PERIOD OF THE PLAN (CYCLE 10) RAN FROM OCTOBER 1, 2021 THROUGH SEPTEMBER 30, 2024 WITH A NEW THREE-YEAR PERFORMANCE PERIOD BEGINNING EACH OCTOBER 1ST THEREAFTER (E.G., CYCLE 11 RUNS FROM OCTOBER 1, 2022 THROUGH SEPTEMBER 30, 2025). TO BE ELIGIBLE TO PARTICIPATE IN ANY PAYOUT UNDER THE PLAN, PARTICIPANTS MUST BE ACTIVELY EMPLOYED BY CITY OF HOPE AT THE TIME OF THE INCENTIVE PLAN PAYMENT, AND BE MEETING OR EXCEEDING PERFORMANCE EXPECTATIONS. WHILE THE PLAN DOES MEET THE REQUIREMENTS FOR A SUBSTANTIAL RISK OF FORFEITURE, AS OF THE CALENDAR YEAR ENDING DECEMBER 31, 2024, THE POTENTIAL LTI AMOUNTS HAVE BEEN ESTIMATED AND ACCRUED DURING THE CURRENT TAX YEAR AND ARE REPORTED AS DEFERRED COMPENSATION TO THE PLAN PARTICIPANTS IN SCHEDULE J, PART II, COLUMN (C). THE LTI PLAN IS SUBJECT TO THE SAME CANCELLATION POLICY AS THE AIP DESCRIBED PREVIOUSLY. PARTICIPANTS WHO MET THE ELIGIBILITY CRITERIA RECEIVED A PAYOUT OF PLAN CYCLE 10 LTI INCENTIVES (OCTOBER 1, 2021 THROUGH SEPTEMBER 30, 2024) IN DECEMBER 2024. THESE AMOUNTS HAVE BEEN REFLECTED IN SCHEDULE J, PART II, COLUMN (B)(II).
Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.
Grants on this return
-
CITY OF HOPE NATIONAL MEDICAL CENTER
$58,684,218
OPERATING SUPPORT
-
BECKMAN RESEARCH INSTITUTE OF THE COH
$55,931,264
OPERATING SUPPORT
-
CANCER RESEARCH
-
OPERATING SUPPORT
-
CITY OF HOPE MEDICAL FOUNDATION
$31,912
OPERATING SUPPORT
Related organizations on this return
Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.
-
BECKMAN RESEARCH INSTITUTE OF THE CITY OF HOPE
501(C)(3) · RESEARCH · CA · controlled entity
Directly controlled by CITY OF HOPE
-
CITY OF HOPE MEDICAL FOUNDATION
501(C)(3) · HEALTHCARE · CA · controlled entity
Directly controlled by CITY OF HOPE
-
CITY OF HOPE NATIONAL MEDICAL CENTER
501(C)(3) · HOSPITAL · CA · controlled entity
Directly controlled by CITY OF HOPE
-
501(C)(3) · SUPPORT · DE · controlled entity
Directly controlled by CITY OF HOPE
-
MIDWESTERN REGIONAL MEDICAL CENTER INC
501(C)(3) · HOSPITAL · IL · controlled entity
Directly controlled by COH HOLDCO INC
-
SOUTHEASTERN REGIONAL MEDICAL CENTER INC
501(C)(3) · HOSPITAL · GA · controlled entity
Directly controlled by COH HOLDCO INC
-
THE TRANSLATIONAL GENOMICS RESEARCH INSTITUTE
501(C)(3) · RESEARCH · AZ · controlled entity
Directly controlled by CITY OF HOPE
-
THE TRANSLATIONAL GENOMICS RESEARCH INSTITUTE FOUNDATION
501(C)(3) · FUNDRAISING · AZ · controlled entity
Directly controlled by TGEN
-
WESTERN REGIONAL MEDICAL CENTER INC
501(C)(3) · HOSPITAL · AZ · controlled entity
Directly controlled by COH HOLDCO INC
Provenance
- Return type
- form_990
- Tax year
- 2024
- IRS schema version
- 2024v5.1
- Source object
- 202642259349302114
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