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Nonprofiteer
← CITY OF HOPE MEDICAL FOUNDATION

Form 990 for tax year 2023

Filed by CITY OF HOPE MEDICAL FOUNDATION.

Totals

Total revenue
$789,330,437
Total expenses
$773,886,721
Contributions and grants received
$8,000,000
Grants paid
$0
Program service revenue
$780,862,977
Investment income
$0
Other revenue
$467,460
Total assets, end of year
$860,803,156
Total liabilities, end of year
$535,708,523
Net assets or fund balances, end of year
$325,094,633
Program services expenses (Part IX)
$599,458,749
Management and general expenses
$174,427,972
Fundraising expenses
$0
Program service expenses (Part III)
$599,458,749

Program services were 77.5% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Listed in Part VII

  • Morgan Chu Esq

    Director & Chair of the Board

    Total calculated
    $0
    Hours/week
    3 + 10 related

  • Vincent D Jensen

    Director / Chief Executive

    Total calculated
    $1,358,835
    From this org
    $603,913
    From related orgs
    $603,912
    Other
    $151,010
    Hours/week
    30 + 30 related

    Schedule J breakdown matched by us

    Base
    $351,435 + $351,434 related
    Bonus
    $212,162 + $212,161 related
    Other
    $40,316 + $40,317 related
    Deferred
    $55,733 + $55,732 related
    Nontaxable benefits
    $19,773 + $19,772 related
    Filer's total
    $679,419 + $679,416 related

  • Edward S Kim

    DIRECTOR

    Total calculated
    $1,722,035
    From this org
    $0
    From related orgs
    $1,585,845
    Other
    $136,190
    Hours/week
    2 + 60 related

    Schedule J breakdown matched by us

    Base
    $0 + $895,514 related
    Bonus
    $0 + $425,720 related
    Other
    $0 + $264,611 related
    Deferred
    $0 + $112,711 related
    Nontaxable benefits
    $0 + $23,479 related
    Filer's total
    $0 + $1,722,035 related

  • Mary Cianfrocca DO

    Director

    Total calculated
    $0
    Hours/week
    2

  • Randy Taplitz MD

    Director

    Total calculated
    $0
    Hours/week
    2

  • Ravi Salgia MD PhD

    Director

    Total calculated
    $0
    Hours/week
    2

  • Vijay Trisal MD

    Director & System Chief Clinical Officer

    Total calculated
    $1,259,854
    From this org
    $37,057
    From related orgs
    $1,074,649
    Other
    $148,148
    Hours/week
    2 + 58 related

    Schedule J breakdown matched by us

    Base
    $24,176 + $701,101 related
    Bonus
    $10,201 + $295,833 related
    Other
    $2,680 + $77,715 related
    Deferred
    $3,751 + $108,780 related
    Nontaxable benefits
    $1,187 + $34,430 related
    Filer's total
    $41,995 + $1,217,859 related

  • William Boswell

    Ex-Officio Director

    Total calculated
    $0
    Hours/week
    2

  • Cristin J O'Callahan

    General Counsel & Corp Secretary

    Total calculated
    $1,472,464
    From this org
    $181,014
    From related orgs
    $950,325
    Other
    $341,125
    Hours/week
    10 + 50 related

    Schedule J breakdown matched by us

    Base
    $103,476 + $543,249 related
    Bonus
    $67,633 + $355,074 related
    Other
    $9,905 + $52,002 related
    Deferred
    $49,432 + $259,517 related
    Nontaxable benefits
    $5,148 + $27,028 related
    Filer's total
    $235,594 + $1,236,870 related

  • Donald J Matthewson

    Assistant Treasurer

    Total calculated
    $639,380
    From this org
    $125,464
    From related orgs
    $501,856
    Other
    $12,060
    Hours/week
    12 + 48 related

    Schedule J breakdown matched by us

    Base
    $81,226 + $324,904 related
    Bonus
    $33,946 + $135,784 related
    Other
    $10,292 + $41,168 related
    Deferred
    $1,999 + $7,996 related
    Nontaxable benefits
    $413 + $1,652 related
    Filer's total
    $127,876 + $511,504 related

  • Jo Ann Escasa-Haigh

    Chief Business Officer

    Total calculated
    $1,980,192
    From this org
    $365,936
    From related orgs
    $1,463,743
    Other
    $150,513
    Hours/week
    12 + 48 related

    Schedule J breakdown matched by us

    Base
    $192,096 + $768,383 related
    Bonus
    $169,340 + $677,360 related
    Other
    $4,500 + $18,000 related
    Deferred
    $24,552 + $98,207 related
    Nontaxable benefits
    $5,551 + $22,203 related
    Filer's total
    $396,039 + $1,584,153 related

  • Yvette Tremonti

    Treasurer/Chief Financial Officer

    Total calculated
    $24,162
    From this org
    $0
    From related orgs
    $0
    Other
    $24,162
    Hours/week
    10 + 50 related

  • Debra F Fields

    Exec VP & Chief Transformation Ofc

    Total calculated
    $2,088,520
    From this org
    $340,881
    From related orgs
    $1,363,523
    Other
    $384,116
    Hours/week
    12 + 48 related

    Schedule J breakdown matched by us

    Base
    $184,215 + $736,861 related
    Bonus
    $136,114 + $544,454 related
    Other
    $20,552 + $82,208 related
    Deferred
    $69,330 + $277,318 related
    Nontaxable benefits
    $7,494 + $29,974 related
    Filer's total
    $417,705 + $1,670,815 related

  • Kevin Manemann

    EVP & Chief Integration Offcr

    Total calculated
    $1,495,710
    From this org
    $344,145
    From related orgs
    $1,032,434
    Other
    $119,131
    Hours/week
    15 + 45 related

    Schedule J breakdown matched by us

    Base
    $174,204 + $522,612 related
    Bonus
    $164,316 + $492,947 related
    Other
    $5,625 + $16,875 related
    Deferred
    $25,017 + $75,051 related
    Nontaxable benefits
    $4,766 + $14,297 related
    Filer's total
    $373,928 + $1,121,782 related

  • Mark Hulse

    Chief Digital Officer

    Total calculated
    $1,425,667
    From this org
    $276,672
    From related orgs
    $1,106,688
    Other
    $42,307
    Hours/week
    12 + 48 related

    Schedule J breakdown matched by us

    Base
    $159,761 + $639,043 related
    Bonus
    $100,658 + $402,634 related
    Other
    $16,253 + $65,011 related
    Deferred
    $5,318 + $21,274 related
    Nontaxable benefits
    $3,143 + $12,572 related
    Filer's total
    $285,133 + $1,140,534 related

  • Robert W Stone

    President & CEO

    Total calculated
    $6,149,982
    From this org
    $300,338
    From related orgs
    $4,182,312
    Other
    $1,667,332
    Hours/week
    4 + 56 related

    Schedule J breakdown matched by us

    Base
    $138,742 + $1,932,032 related
    Bonus
    $147,311 + $2,051,361 related
    Other
    $14,285 + $198,919 related
    Deferred
    $109,062 + $1,518,723 related
    Nontaxable benefits
    $2,650 + $36,897 related
    Filer's total
    $412,050 + $5,737,932 related

  • Annette M Walker

    President of COH OC Cancer Ctr

    Total calculated
    $2,517,202
    From this org
    $217,383
    From related orgs
    $1,956,449
    Other
    $343,370
    Hours/week
    6 + 54 related

    Schedule J breakdown matched by us

    Base
    $91,258 + $821,322 related
    Bonus
    $111,745 + $1,005,708 related
    Other
    $14,380 + $129,419 related
    Deferred
    $30,789 + $277,100 related
    Nontaxable benefits
    $3,548 + $31,933 related
    Filer's total
    $251,720 + $2,265,482 related

  • Harlan Alcon Levine

    Pres, Hlth Innovation & Policy

    Total calculated
    $2,392,717
    From this org
    $364,681
    From related orgs
    $1,624,490
    Other
    $403,546
    Hours/week
    11 + 49 related

    Schedule J breakdown matched by us

    Base
    $195,927 + $872,767 related
    Bonus
    $149,177 + $664,517 related
    Other
    $19,577 + $87,206 related
    Deferred
    $66,072 + $294,321 related
    Nontaxable benefits
    $7,911 + $35,242 related
    Filer's total
    $438,664 + $1,954,053 related

  • Kristin Bertell

    Chief Philanthropy Officer

    Total calculated
    $1,558,973
    From this org
    $41,469
    From related orgs
    $1,202,603
    Other
    $314,901
    Hours/week
    2 + 58 related

    Schedule J breakdown matched by us

    Base
    $21,849 + $633,610 related
    Bonus
    $17,257 + $500,460 related
    Other
    $2,363 + $68,533 related
    Deferred
    $9,214 + $267,194 related
    Nontaxable benefits
    $1,283 + $37,210 related
    Filer's total
    $51,966 + $1,507,007 related

  • Marcellus R Van Den Brink MD PhD

    Pres COH LA & NMC & Chf Phys Exec

    Total calculated
    $1,155,272
    From this org
    $69,851
    From related orgs
    $928,018
    Other
    $157,403
    Hours/week
    4 + 56 related

    Schedule J breakdown matched by us

    Base
    $18,301 + $250,500 related
    Bonus
    $46,900 + $616,400 related
    Other
    $4,650 + $61,118 related
    Deferred
    $10,667 + $141,719 related
    Nontaxable benefits
    $351 + $4,666 related
    Filer's total
    $80,869 + $1,074,403 related

  • Michael A Caligiuri MD

    President & Phys-in-Chief, NMC - UNTIL 10/16/2023

    Total calculated
    $2,337,667
    From this org
    $230,783
    From related orgs
    $2,077,049
    Other
    $29,835
    Hours/week
    6 + 54 related

    Schedule J breakdown matched by us

    Base
    $61,848 + $556,635 related
    Bonus
    $164,506 + $1,480,550 related
    Other
    $4,429 + $39,864 related
    Deferred
    $2,023 + $18,209 related
    Nontaxable benefits
    $960 + $8,643 related
    Filer's total
    $233,766 + $2,103,901 related

  • Jennifer Parkhurst

    Former Officer

    Total calculated
    $1,629,131
    From this org
    $312,857
    From related orgs
    $1,251,429
    Other
    $64,845
    Hours/week
    12 + 48 related

    Schedule J breakdown matched by us

    Base
    $136,392 + $545,569 related
    Bonus
    $80,007 + $320,027 related
    Other
    $96,458 + $385,833 related
    Deferred
    $5,018 + $20,073 related
    Nontaxable benefits
    $7,951 + $31,803 related
    Filer's total
    $325,826 + $1,303,305 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, and on a Form 990-PF Part VIII's — 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
MEDICAL FOUNDATION 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 CONTRIBUTION 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 2023, THE FOLLOWING INDIVIDUALS WITHDREW THE REFERENCED AMOUNTS TO COVER SUCH TAXES: Debra Fields - $35,501 Mark Hulse - $28,478 Vincent Jensen - $15,127 Edward Kim - $84,759 Donald Matthewson - $10,014 Robert Stone - $59,965 Vijay Trisal - $17,540 Annette Walker - $27,726
Schedule J, Part I, Line 7 Non-fixed payments
CITY OF HOPE MEDICAL FOUNDATION'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 2023 WAS PAID IN CALENDAR YEAR 2023 AND THESE AMOUNTS HAVE BEEN REPORTED IN SCHEDULE J, PART II, COLUMN (B)(II). THE MEDICAL FOUNDATION ALSO HAS AN EXECUTIVE LONG-TERM INCENTIVE (LTI) PLAN 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 PLAN ALSO PROVIDES A MEANS FOR RETAINING KEY EXECUTIVE TALENT. THE PERFORMANCE PERIOD OF THE PLAN (CYCLE 9) RAN FROM OCTOBER 1, 2020 THROUGH SEPTEMBER 30, 2023 WITH A NEW THREE-YEAR PERFORMANCE PERIOD BEGINNING EACH OCTOBER 1ST THEREAFTER (E.G., CYCLE 10 RUNS FROM OCTOBER 1, 2021 THROUGH SEPTEMBER 30, 2024). TO BE ELIGIBLE TO PARTICIPATE IN ANY PAYOUT UNDER THE PLAN, PARTICIPANTS MUST BE ACTIVELY EMPLOYED BY THE MEDICAL FOUNDATION 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, 2023, 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 9 LTI INCENTIVES (OCTOBER 1, 2020 THROUGH SEPTEMBER 30, 2023) IN DECEMBER 2023. 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

No itemized grants to organizations on this return.

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.

Taxable family on this return

Schedule R Parts I, III and IV, as filed. These record ownership and control, not shared board members or money moved.

Related partnerships

Part III: related organizations taxable as a partnership, with the filer's share.

Provenance

Return type
form_990
Tax year
2023
Filed
14 August 2025
IRS schema version
2023v6.0
Source object
202502259349302040

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