Totals
- Total revenue
- $201,720,015
- Total expenses
- $303,047,492
- Contributions and grants received
- $15,957,949
- Grants paid
- $0
- Program services expenses (Part IX)
- $260,488,751
- Management and general expenses
- $42,558,741
- Fundraising expenses
- $0
- Program service expenses (Part III)
- $260,488,751
Program services were 86.0% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.
Listed in Part VII
-
Glenn D Steele
Director & Chair of the Board
- Total calculated
- $0
- Hours/week
- 2
-
Adrienne White-Faines Jr MD PhD
Director
- Total calculated
- $0
- Hours/week
- 2
-
Barbara Bruser
Director
- Total calculated
- $0
- Hours/week
- 2
-
Matthew Hobart
Director
- Total calculated
- $0
- Hours/week
- 2 + 2 related
-
Morgan Chu
Director
- Total calculated
- $0
- Hours/week
- 2
-
Pamela Boneham
Director
- Total calculated
- $0
- Hours/week
- 2 + 2 related
-
Philip Fasano CFA
Director
- Total calculated
- $0
- Hours/week
- 2
-
Ronald L Sargent
Director & Vice Chair
- Total calculated
- $0
- Hours/week
- 2 + 8 related
-
Selwyn Isakow
Director
- Total calculated
- $0
- Hours/week
- 2 + 10 related
-
Stephanie Okey
Director
- Total calculated
- $0
- Hours/week
- 2 + 4 related
-
Steven B Fink Esq
Director
- Total calculated
- $0
- Hours/week
- 2
-
Suzanne Vautrinot
Director
- Total calculated
- $0
- Hours/week
- 2 + 8 related
-
William J Post
Director
- Total calculated
- $0
- Hours/week
- 2 + 8 related
-
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 + 51 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
- $54,890
- From related orgs
- $1,774,789
- Other
- $150,513
- Hours/week
- 2 + 58 related
Schedule J breakdown matched by us
- Base
- $28,814 + $931,665 related
- Bonus
- $25,401 + $821,299 related
- Other
- $675 + $21,825 related
- Deferred
- $3,683 + $119,076 related
- Nontaxable benefits
- $833 + $26,921 related
- Filer's total
- $59,406 + $1,920,786 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
-
Yvette Tremonti
Treasurer/Chief Financial Officer
- Total calculated
- $24,162
- From this org
- $0
- From related orgs
- $0
- Other
- $24,162
- Hours/week
- 10 + 51 related
-
Christopher Marcum
VP, Pharmacy
- Total calculated
- $366,760
- From this org
- $333,283
- From related orgs
- $0
- Other
- $33,477
- Hours/week
- 60
Schedule J breakdown matched by us
- Base
- $240,978
- Bonus
- $92,305
- Other
- $0
- Deferred
- $13,200
- Nontaxable benefits
- $20,277
- Filer's total
- $366,760
-
Maurie Markman
President Medicine & Science
- Total calculated
- $876,147
- From this org
- $853,990
- From related orgs
- $0
- Other
- $22,157
- Hours/week
- 60
Schedule J breakdown matched by us
- Base
- $592,326
- Bonus
- $261,664
- Other
- $0
- Deferred
- $0
- Nontaxable benefits
- $22,157
- Filer's total
- $876,147
-
Beomjune Kim
Physician
- Total calculated
- $1,218,779
- From this org
- $1,187,661
- From related orgs
- $0
- Other
- $31,118
- Hours/week
- 60
Schedule J breakdown matched by us
- Base
- $566,376
- Bonus
- $621,285
- Other
- $0
- Deferred
- $13,200
- Nontaxable benefits
- $17,918
- Filer's total
- $1,218,779
-
Karan Shah
Physician
- Total calculated
- $998,157
- From this org
- $962,297
- From related orgs
- $0
- Other
- $35,860
- Hours/week
- 60
Schedule J breakdown matched by us
- Base
- $500,393
- Bonus
- $461,904
- Other
- $0
- Deferred
- $13,200
- Nontaxable benefits
- $22,660
- Filer's total
- $998,157
-
Kenny Yoo
Physician
- Total calculated
- $1,211,054
- From this org
- $1,152,792
- From related orgs
- $0
- Other
- $58,262
- Hours/week
- 60
Schedule J breakdown matched by us
- Base
- $520,078
- Bonus
- $632,714
- Other
- $0
- Deferred
- $13,200
- Nontaxable benefits
- $45,062
- Filer's total
- $1,211,054
-
Lily Shakibnia
Physician
- Total calculated
- $1,283,202
- From this org
- $1,269,214
- From related orgs
- $0
- Other
- $13,988
- Hours/week
- 60
Schedule J breakdown matched by us
- Base
- $525,825
- Bonus
- $743,389
- Other
- $0
- Deferred
- $13,200
- Nontaxable benefits
- $788
- Filer's total
- $1,283,202
-
Marnee Spierer
Physician
- Total calculated
- $1,340,745
- From this org
- $1,298,129
- From related orgs
- $0
- Other
- $42,616
- Hours/week
- 60
Schedule J breakdown matched by us
- Base
- $549,241
- Bonus
- $748,888
- Other
- $0
- Deferred
- $13,200
- Nontaxable benefits
- $29,416
- Filer's total
- $1,340,745
-
Jennifer Parkhurst
Former Officer
- Total calculated
- $1,629,131
- From this org
- $234,643
- From related orgs
- $1,329,643
- Other
- $64,845
- Hours/week
- 9 + 51 related
Schedule J breakdown matched by us
- Base
- $102,294 + $579,667 related
- Bonus
- $60,005 + $340,029 related
- Other
- $72,344 + $409,947 related
- Deferred
- $3,764 + $21,327 related
- Nontaxable benefits
- $5,963 + $33,791 related
- Filer's total
- $244,370 + $1,384,761 related
-
Philip Okala
former officer
- Total calculated
- $892,045
- From this org
- $175,540
- From related orgs
- $702,160
- Other
- $14,345
- Hours/week
- 12 + 48 related
Schedule J breakdown matched by us
- Base
- $137,410 + $549,640 related
- Bonus
- $0
- Other
- $38,130 + $152,520 related
- Deferred
- $0
- Nontaxable benefits
- $2,869 + $11,476 related
- Filer's total
- $178,409 + $713,636 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
- COH HOLDCO INC. 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 2023 THE FOLLOWING INDIVIDUALS WITHDREW THE REFERENCED AMOUNTS TO COVER SUCH TAXES: Donald Matthewson - $10,014 Robert Stone - $59,965
- Schedule J, Part I, Line 7 Non-fixed payments
- COH HOLDCO'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). 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 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 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, 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.
-
Beckman Research Institute of the City of Hope
501(c)(3) · Research · CA · controlled entity
Directly controlled by City of Hope
-
501(c)(3) · Fundraising · CA
Directly controlled by NA
-
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
-
Midwestern Regional Medical Center Inc
501(c)(3) · Hospital · IL · controlled entity
Directly controlled by COH HoldCo
-
Southeastern Regional Medical Center Inc
501(c)(3) · Hospital · GA · controlled entity
Directly controlled by COH HoldCo
-
The Translational Genomics Research Institute
501(c)(3) · Research · AZ
Directly controlled by City of Hope
-
The Translational Genomics Research Institute Foundation
501(c)(3) · Fundraising · AZ
Directly controlled by TGEN
-
Western Regional Medical Center Inc
501(c)(3) · Hospital · AZ · controlled entity
Directly controlled by COH HoldCo
Provenance
- Return type
- form_990
- Tax year
- 2023
- Filed
- 14 August 2025
- IRS schema version
- 2023v6.0
- Source object
- 202522259349303137
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