2025-08-13T18:53:37+00:00 2024-09-30 346565596 ERNST & YOUNG US LLP 18101 VON KARMAN AVENUE IRVINE CA 92612 990 2023-10-01 873651176 COH HOLDCO INC COHH 6262564673 1500 EAST DUARTE ROAD DUARTE CA 91010 Robert W Stone PRESIDENT 2025-08-14 true Kara Adams P00023315 9497942300 2025-08-01 2023 2025-03-06 01:10:19Z Robert W Stone 1500 EAST DUARTE ROAD DUARTE CA 91010 201720015 false X cancercenter.com X 2021 DE To support the charitable purposes and activities of three hospitals located in Arizona, Georgia, and Illinois, that provide comprehensive cancer care to patients. 13 13 2117 13 33666 0 58884 15957949 146053237 185129423 636305 282810 617413 349833 147365839 201720015 0 0 0 0 188038688 104286706 0 0 0 274221292 198760786 462259980 303047492 -314894141 -101327477 540927594 503112085 936278869 1065248290 -395351275 -562136205 (SEE SCHEDULE O) false false 260488751 0 185129423 COH HoldCo Inc. is the parent organization for, and supports the charitable purposes and activities of, three (3) hospitals, located in Arizona, Georgia, and Illinois, that provide comprehensive cancer care to patients, together with the associated physician groups and outpatient clinics. 260488751 true true false false false false false false false true false true false true true false true false false false false false false false false false false false true true false false false false false false false false false false false false false false true true true true false false true 1567 0 true 2117 true false false false false false false false false false false true false X 13 13 true false false false true true true true false false false true true true true true true true true false CA X Yvette Tremonti 6262564673 1500 EAST DUARTE ROAD DUARTE CA 91010 Glenn D Steele Director & Chair of the Board 2.0 0 X X 0 0 0 Adrienne White-Faines Jr MD PhD Director 2.0 0 X 0 0 0 Barbara Bruser Director 2.0 0 X 0 0 0 Matthew Hobart Director 2.0 2.0 X 0 0 0 Morgan Chu Director 2.0 0 X 0 0 0 Pamela Boneham Director 2.0 2.0 X 0 0 0 Philip Fasano CFA Director 2.0 0 X 0 0 0 Ronald L Sargent Director & Vice Chair 2.0 8.0 X 0 0 0 Selwyn Isakow Director 2.0 10.0 X 0 0 0 Stephanie Okey Director 2.0 4.0 X 0 0 0 Steven B Fink Esq Director 2.0 0 X 0 0 0 Suzanne Vautrinot Director 2.0 8.0 X 0 0 0 William J Post Director 2.0 8.0 X 0 0 0 Cristin J O'Callahan General Counsel & Corp Secretary 10.0 51.0 X 181014 950325 341125 Donald J Matthewson Assistant Treasurer 12.0 48.0 X 125464 501856 12060 Jo Ann Escasa-Haigh Chief Business Officer 2.0 58.0 X 54890 1774789 150513 Robert W Stone President & CEO 4.0 56.0 X 300338 4182312 1667332 Yvette Tremonti Treasurer/Chief Financial Officer 10.0 51.0 X 0 0 24162 Christopher Marcum VP, Pharmacy 60.0 0 X 333283 0 33477 Maurie Markman President Medicine & Science 60.0 0 X 853990 0 22157 Beomjune Kim Physician 60.0 0 X 1187661 0 31118 Karan Shah Physician 60.0 0 X 962297 0 35860 Kenny Yoo Physician 60.0 0 X 1152792 0 58262 Lily Shakibnia Physician 60.0 0 X 1269214 0 13988 Marnee Spierer Physician 60.0 0 X 1298129 0 42616 Jennifer Parkhurst Former Officer 9.0 51.0 X 234643 1329643 64845 Philip Okala former officer 12.0 48.0 X 175540 702160 14345 8129255 9441085 2511860 481 true true false SOUTHEASTERN IMAGING AND INTERVENTIONAL 2520 Peachtree Rd Nw Unit 402 Atlanta GA 30305 Physician Services 2383515 DIAGNOSTIC IMAGING ASSOCIATES 4500 S Garnett Ste 112 Tulsa OK 74146 Physician Services 1925964 SOUND PHYSICIANS GA PO Box 742936 Los Angeles CA 90074 Physician Services 1796212 HURON CONSULTING GROUP INC 550 W Van Buren Street Chicago IL 60607 Consulting Services 1689068 SOUTH SUBURBAN PATHOLOGISTS PC 1412 Milstead Ave Conyers GA 30012 Physician Services 1650041 68 15957949 15957949 Net Patient Revenue 621110 184907451 184907451 Medical Office Lease 531120 221972 110986 33666 77320 0 0 0 0 185129423 282810 282810 24336 24336 15577 0 0 0 15577 0 15577 0 15577 0 0 Imaging - Clinic 1 900099 64700 64700 Pathology 900099 21735 21735 Clinic 2 - Gurnee 900099 15813 15813 207672 0 0 207672 309920 201720015 185018437 33666 709963 1863399 1527577 335822 62885543 51552316 11333227 4608560 3778006 830554 24582449 20152202 4430247 10346755 8482064 1864691 1555853 1555853 24775 24775 26489770 21223474 5266296 0 14076350 9438350 4638000 1544567 1369470 175097 442884 334856 108028 610531 409368 201163 1014201 680033 334168 301081 201878 99203 8567147 7478896 1088251 9806996 7811321 1995675 3365729 2256759 1108970 Pharmaceuticals 114836734 114836734 Repairs & Maintenance 12983056 6651147 6331909 Taxes, Licenses, and Business Fees 1386053 929364 456689 Dues and Subscriptions 889988 596747 293241 865071 778189 86882 0 303047492 260488751 42558741 0 19299039 29441578 0 0 0 0 18840124 28000890 0 0 0 0 64060 145935 5081881 6036057 16932277 15644868 74210755 24215094 97196526 49995661 0 0 364371766 364371766 16900896 2790052 2241025 6685278 540927594 503112085 41585954 54591977 0 0 13365 8676 0 0 0 0 0 0 649928745 0 0 0 244750805 1010647637 936278869 1065248290 X -395351275 -562136205 -395351275 -562136205 540927594 503112085 X -101327477 0 0 0 -64259646 -1197807 X false true X true false X X X 3 Midwestern Regional Medical Center Inc 362510771 3 true 0 0 Southeastern Regional Medical Center Inc 264572436 3 true 0 0 Western Regional Medical Center Inc 320197974 3 true 0 0 3 0 0 true false false false false false false false false false false false false false false true true true X true true Schedule A, Part IV, Section D, Line 3 Supp. Org. Have Significant Voice In Investment Policies THE TREASURER/CHIEF FINANCIAL OFFICER AND THE CORPORATE SECRETARY OF EACH SUPPORTED ORGANIZATION ALSO SERVE AS OFFICERS IN THE SAME OFFICIAL CAPACITY FOR COH HOLDCO INC. COH HOLDCO INC. HAS THE POWER TO APPOINT AND REMOVE THE DIRECTORS OF THE SUPPORTED ORGANIZATIONS, AND THE BOARD OF EACH SUPPORTED ORGANIZATION WILL REPORT REGULARLY TO COH HOLDCO INC. ON ITS ACTIVITIES AND FINANCIAL POSITION. FURTHER, THE BYLAWS OF EACH SUPPORTED ORGANIZATION PROVIDE THAT THOSE ENTITIES AND THEIR GOVERNING BOARDS WILL NOT AUTHORIZE OR TAKE CERTAIN ACTIONS WITHOUT THE PRIOR WRITTEN APPROVAL OF COH HOLDCO INC., INCLUDING ANY ACTIONS THAT WOULD MATERIALLY CHANGE THE OPERATIONS, ACTIVITIES, FINANCES, OR RESOURCE ALLOCATION OF THE SUPPORTED ORGANIZATION. ACCORDINGLY, THE SUPPORTING ORGANIZATIONS DIRECTORS AND OFFICERS OF NECESSITY MUST INFORM COH HOLDCO INC. OF THE NEEDS OF THE SUPPORTED ORGANIZATIONS. Schedule A, Part IV, Section E, Line 3a Power To Appoint/Elect Majority of Officer/Director/Trustee COH HOLDCO INC. IS THE SOLE MEMBER OF EACH OF THE SUPPORTED ORGANIZATIONS AND ELECTS THE DIRECTORS OF EACH SUPPORTED ORGANIZATION AS REQUIRED UNDER THE BYLAWS OF SUCH ORGANIZATION. AS THE SOLE MEMBER, COH HOLDCO INC. IS EMPOWERED TO REMOVE ANY DIRECTOR OF A SUPPORTED ORGANIZATION WITH OR WITHOUT CAUSE. COH HOLDCO INC., IN ITS CAPACITY AS THE SOLE MEMBER FOR EACH SUPPORTED ORGANIZATION, APPOINTS THE PRESIDENT, ALONG WITH THE CHAIR AND VICE CHAIR - IF ANY - FOR EACH SUPPORTED ORGANIZATION. THE REST OF THE OFFICERS OF THE SUPPORTED ORGANIZATIONS ARE APPOINTED BY THE GOVERNING BOARDS OF THEIR RESPECTIVE ORGANIZATION. AT PRESENT, THE GOVERNING BOARDS OF EACH SUPPORTED ORGANIZATION ARE COMPRISED ENTIRELY OF DIRECTORS FROM COH HOLDCO INC.'S GOVERNING BOARD, AND THEY CONSTITUTE NINE OF THE THIRTEEN MEMBERS OF COH HOLDCO INC.'S BOARD OF DIRECTORS. Schedule A, Part IV, Section E, Line 3b Substantial Direction Over Policies/Programs/Activities THE TREASURER/CHIEF FINANCIAL OFFICER AND CORPORATE SECRETARY OF COH HOLDCO INC. SERVE AS OFFICERS IN THE SAME OFFICIAL CAPACITY FOR EACH SUPPORTED ORGANIZATION. FURTHER, THE BYLAWS OF EACH SUPPORTED ORGANIZATION PROVIDE THAT THOSE ENTITIES AND THEIR GOVERNING BOARDS WILL NOT AUTHORIZE OR TAKE CERTAIN ACTIONS WITHOUT THE PRIOR WRITTEN APPROVAL OF COH HOLDCO INC., INCLUDING ANY ACTIONS THAT WOULD MATERIALLY CHANGE THE OPERATIONS, ACTIVITIES, FINANCES, OR RESOURCE ALLOCATION OF THE SUPPORTED ORGANIZATION. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 16765433 16765433 6241502 152785 6088717 7094818 2084407 5010411 44109002 21977902 22131100 49995661 Investment in CTCA 364371766 F 364371766 0 Due to Affiliates 1004682146 Right-of-Use Operating Lease 5965491 1010647637 X 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, 2024 (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 PANCREATIC CANCER RESEARCH, LLC (SPCR); 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, 2024 OR 2023. X true true X X X X X X false true false false false false false true false Philip Okala former officer 137410 549640 0 0 38130 152520 0 0 2869 11476 178409 713636 0 0 Jennifer Parkhurst Former Officer 102294 579667 60005 340029 72344 409947 3764 21327 5963 33791 244370 1384761 0 0 Robert W Stone President & CEO 138742 1932032 147311 2051361 14285 198919 109062 1518723 2650 36897 412050 5737932 46175 643008 Cristin J O'Callahan General Counsel & Corp Secretary 103476 543249 67633 355074 9905 52002 49432 259517 5148 27028 235594 1236870 11666 61246 Jo Ann Escasa-Haigh Chief Business Officer 28814 931665 25401 821299 675 21825 3683 119076 833 26921 59406 1920786 0 0 Donald J Matthewson Assistant Treasurer 81226 324904 33946 135784 10292 41168 1999 7996 413 1652 127876 511504 0 0 Christopher Marcum VP, Pharmacy 240978 0 92305 0 0 0 13200 0 20277 0 366760 0 0 0 Maurie Markman President Medicine & Science 592326 0 261664 0 0 0 0 0 22157 0 876147 0 0 0 Beomjune Kim Physician 566376 0 621285 0 0 0 13200 0 17918 0 1218779 0 0 0 Karan Shah Physician 500393 0 461904 0 0 0 13200 0 22660 0 998157 0 0 0 Lily Shakibnia Physician 525825 0 743389 0 0 0 13200 0 788 0 1283202 0 0 0 Marnee Spierer Physician 549241 0 748888 0 0 0 13200 0 29416 0 1340745 0 0 0 Kenny Yoo Physician 520078 0 632714 0 0 0 13200 0 45062 0 1211054 0 0 0 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). A ILLINOIS FINANCE AUTHORITY 861091967 000000000 2023-10-17 207900000 REFUND ISSUE DATED 11/15/2022 false false false A 207900000 207900000 2024 false true true true A false true true true true true 0.0 0.0 0.0 false false true A false true false false true false false false true A true Form 990, Part III, Line 1 Organization's Mission Statement TO OPERATE EXCLUSIVELY FOR THE BENEFIT OF AND TO CARRY OUT THE PURPOSES OF MIDWESTERN REGIONAL MEDICAL CENTER, INC., SOUTHEASTERN REGIONAL MEDICAL CENTER, INC., AND WESTERN REGIONAL MEDICAL CENTER, INC. COH HoldCo, Inc. IS PART OF AN INTEGRATED SYSTEM KNOWN AS CITY OF HOPE THAT COLLECTIVELY REFERS TO CITY OF HOPE, CITY OF HOPE NATIONAL MEDICAL CENTER, CITY OF HOPE MEDICAL FOUNDATION, THE TRANSLATIONAL GENOMICS RESEARCH INSTITUTE AND ITS AFFILIATES, THE TRANSLATIONAL GENOMICS RESEARCH INSTITUTE FOUNDATION, SOUTHERN CALIFORNIA RADIATION ONCOLOGY, LLC, ACCESSHOPE, LLC, BECKMAN RESEARCH INSTITUTE OF THE CITY OF HOPE, 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). Form 990, Part VI, Line 2 Family/business relationships amongst interested persons Ronald Sargent and Suzanne Vautrinot - Business relationship Form 990, Part VI, Line 6 Classes of members or stockholders CITY OF HOPE (FEIN: 95-3435919) IS THE SOLE CORPORATE MEMBER OF COH HoldCo Inc. Form 990, Part VI, Line 7a Members or stockholders electing members of governing body CITY OF HOPE, AS THE SOLE CORPORATE MEMBER OF COH HoldCo Inc., HAS THE POWER TO ELECT COH HoldCo Inc.'s BOARD OF DIRECTORS. Form 990, Part VI, Line 7b Decisions requiring approval by members or stockholders THE FOLLOWING ACTIONS MAY NOT BE UNDERTAKEN WITHOUT THE PRIOR CONSENT OR APPROVAL OF THE SOLE CORPORATE MEMBER, CITY OF HOPE, AS SPECIFIED IN THE GOVERNING DOCUMENTS OF COH HOLDCO INC.: AMENDMENTS OR ALTERATIONS TO COH HOLDCO INC.'S BYLAWS; AMENDMENT OR RESTATEMENT OF COH HOLDCO INC.'S CERTIFICATE OF INCORPORATION; ELECTION AND REMOVAL OF MEMBERS OF COH HOLDCO INC.'S GOVERNING BODY. 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 ORGANIZATION'S 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 THE COH HOLDCO INC. 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, AND RETAINED OUTSIDE TAX COUNSEL. PRIOR TO FILING, THE FORM 990 IS MADE AVAILABLE TO VOTING MEMBERS OF THE CITY OF HOPE BOARD OF DIRECTORS FOR THEIR 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 COH HOLDCO 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. Form 990, Part VI, Line 15b Process to establish compensation of other employees 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 COH HOLDCO 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 COH HoldCo's ARTICLES OF INCORPORATION and bylaws ARE not made AVAILABLE TO THE PUBLIC. COH HoldCo is included in City of Hope's CONSOLIDATED AUDITED FINANCIAL STATEMENTS, which 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. Form 990, Part VII, Section A Average Hours Devoted FULL TIME EXEMPT EMPLOYEES GENERALLY WORK IN EXCESS OF 40 HOURS PER WEEK, WHICH HAS BEEN REFLECTED IN PART VII BY AN ESTIMATE OF 60 HOURS HER 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 HELD FOUR REGULARLY SCHEDULED MEETINGS DURING FISCAL YEAR 2024. THE RISK, AUDIT AND COMPLIANCE COMMITTEE HELD Five REGULARLY SCHEDULED MEETINGS IN FISCAL YEAR 2024. Form 990, Part VII, Section A Compensation and Independent Contractor Disclosure THE ORGANIZATION WAS FORMED AS A DELAWARE NONPROFIT NONSTOCK CORPORATION TO COMPLETE THE ACQUISITION OF CANCER TREATMENT CENTERS OF AMERICA (CTCA) LIMITED LIABILITY COMPANY OPERATING COMPANIES FROM INDEPENDENT FORMER OWNERS. THE ORGANIZATION OPERATED AS A TAXABLE CORPORATION UNTIL SEPTEMBER 30, 2023 AND PAYMENTS TO EMPLOYEES AND INDEPENDENT CONTRACTORS PAID OR PAYABLE BEFORE SEPTEMBER 30, 2023 RELATE TO SERVICES THEY PROVIDED TO THE TAXABLE ORGANIZATION AND WERE DISCLOSED AND DEDUCTED ON THE TAXABLE ORGANIZATION'S FORM 1120. ACCORDINGLY, THAT COMPENSATION INCLUDING BONUSES HAS NOT BEEN REPORTED ON THIS FORM 990. BECAUSE OF THE ORGANIZATION'S CONVERSION FROM TAXABLE TO TAX-EXEMPT STATUS EFFECTIVE SEPTEMBER 30, 2023, THE ORGANIZATION BELIEVES IT IS APPROPRIATELY TREATED AS TWO SEPARATE LEGAL ENTITIES AND COMPENSATION PAID OR PAYABLE PRIOR TO THE TAXEXEMPT CONVERSION ARE PROPERLY NOT DISCLOSED ON PART VII AND SCHEDULE J OF THIS FORM 990. AUVEEK BASU, THE FORMER CTCA CEO, WAS EMPLOYED BY CTCA PRIOR TO ACQUISITION OF CTCA BY CITY OF HOPE. AS IS TYPICAL OF ORGANIZATIONS UNDERGOING A SALE, DR. BASU WAS PAID TO REMAIN THROUGH THE SALE AND POST-CLOSING TO FACILITATE THE TRANSITION AND MAINTAIN STABILITY DURING THAT PERIOD. Form 990, Part VIII, Line 11d Other Miscellaneous Revenue Clinic 3 - Skokie - Total Revenue: 2050, Related or Exempt Function Revenue: , Unrelated Business Revenue: , Revenue Excluded from Tax Under Sections 512, 513, or 514: 2050; Clinic 1 - Downtown Chicago - Total Revenue: 40, Related or Exempt Function Revenue: , Unrelated Business Revenue: , Revenue Excluded from Tax Under Sections 512, 513, or 514: 40; Other Misc. Revenue - Total Revenue: 205582, Related or Exempt Function Revenue: , Unrelated Business Revenue: , Revenue Excluded from Tax Under Sections 512, 513, or 514: 205582; Form 990, Part XI, Line 9 Other changes in net assets or fund balances Impairment Loss - -1197807; 160 East Illinois Properties LLC 2610 Sheridan Road Zion IL 60099 364899020 Hold Real Property IL 0 0 COH HoldCo Inc Arizona Healthcare Properties LLC 14200 W Celebrate Life Way Goodyear AZ 85338 260714160 Hold Real Property AZ 0 0 COH HoldCo Inc Basswood Enterprises LLC 2610 Sheridan Road Zion IL 60099 201892801 Hold Real Property IL 0 0 COH HoldCo Inc Cancer Treatment Centers of America Global LLC 5901 Broken Sound Parkway NW STE 200 Boca Raton FL 33487 465659341 Admin. Services FL 189747 550557980 COH HoldCo Inc Cancer Treatment Centers of America Marketplace LLC 5901 Broken Sound Parkway NW STE 200 Boca Raton FL 33487 842159923 Patient Outreach FL 0 0 COH HoldCo Inc CTCA Administrative Services LLC 2610 Sheridan Road Zion IL 60099 465655522 Admin. Services IL 0 -58016294 COH HoldCo Inc CTCA Clinical Research LLC 2610 Sheridan Road Zion IL 60099 822979285 Clinical Research IL 1730766 -4398229 COH HoldCo Inc CTCA Pharmacy Holdings LLC 500 Remington Road Schaumburg IL 60173 823283983 Specialty Pharmacy DE 0 0 COH HoldCo Inc CTCA Physicians Group of Arizona LLC 14200 W Celebrate Life Way Goodyear AZ 85338 320260988 Physician/Clinical Services AZ 75605123 -35055638 COH HoldCo Inc CTCA Physicians Group of Georgia LLC 600 W Celebrate Life Way Newnan GA 30265 453597157 Physician/Clinical Services GA 17306562 -58339809 COH HoldCo Inc CTCA Physicians Group of Illinois LLC 2610 Sheridan Road Zion IL 60099 363755646 Physician/Clinical Services IL 19421878 -6340054 COH HoldCo Inc CTCA Rx LLC 610 W Celebrate Life Way Newnan GA 30265 824156469 Specialty Pharmacy DE 57676895 20760487 COH HoldCo Inc CTCA Shared Services LLC 2610 Sheridan Road Zion IL 60099 465655283 Admin. Services IL 0 -309423725 COH HoldCo Inc CTCA Worldwide LLC 500 Remington Road Schaumburg IL 60173 832672463 Global Outreach DE 0 0 COH HoldCo Inc Georgia Healthcare Properties LLC 2610 Sheridan Road Zion IL 60099 264451182 Hold Real Property GA 0 0 COH HoldCo Inc Patient First LLC 2520 Elisha Avenue Zion IL 60099 364306053 Physician/Clinical Services IL 15329871 -33524114 COH HoldCo Inc Sheridan Properties LLC 2610 Sheridan Road Zion IL 60099 203072604 Hold Real Property IL 0 23988068 COH HoldCo Inc Vidence LLC 5901 Broken Sound Parkway NW STE 200 Boca Raton FL 33487 842138474 Data Services FL 0 0 COH HoldCo Inc Zion Healthcare Properties LLC 2610 Sheridan Road Zion IL 60099 363785289 Inactive IL 0 0 COH HoldCo Inc 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 City of Hope National Medical Center 1500 East Duarte Road Duarte CA 91010 951683875 Hospital CA 501(c)(3) 3 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 false The Translational Genomics Research Institute Foundation 445 N 5th Street Suite 120 Phoenix AZ 85004 331092191 Fundraising AZ 501(c)(3) 7 TGEN false 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 NA N/A true false true false false false false false false false false true true false true true true true true Midwestern Regional Medical Center Inc C 8992380 Book Southeastern Regional Medical Center Inc C 3157432 Book Western Regional Medical Center Inc C 3808138 Book