2026-05-14T10:13:42-05:00 2025-06-30 SELF PREPARED 197 E CAROLINE ST STE 2100 SAN BERNARDINO CA 92408 990 2024-07-01 953522679 LOMA LINDA UNIVERSITY MEDICAL CENTER LOMA 9095584000 197 E CAROLINE STREET 2100 SAN BERNARDINO CA 92408 ANGELA LALAS CFO 9095584000 2026-05-11 0 ROY T COOLEY TAX DIRECTOR P01585819 9095584000 2024 2025-03-06 01:10:19Z ANGELA LALAS 11234 ANDERSON ST LOMA LINDA CA 92354 2145149944 0 1071 X WWW.LLUH.ORG X 1980 CA PROVIDE MEDICAL & HEALTH CARE SERVICES TO THE COMMUNITY. 36 26 8232 0 977284 0 9632112 36134482 1776741615 1916338900 17661756 21478385 33110900 40373770 1837146383 2014325537 1642281 1621103 0 0 707063304 787973085 0 0 6289493 1031790970 1086326146 1740496555 1875920334 96649828 138405203 3888853540 3690482720 2939587005 2652966608 949266535 1037516112 X OUR MISSION IS TO CONTINUE THE HEALING MINISTRY OF JESUS CHRIST, "TO MAKE MAN WHOLE," IN A SETTING OF ADVANCING MEDICAL SCIENCE AND TO PROVIDE A STIMULATING CLINICAL AND RESEARCH ENVIRONMENT FOR THE EDUCATION OF PHYSICIANS, NURSES, AND OTHER HEALTH PROFESSIONALS. 0 0 1445631911 1621103 1955735386 WE ARE ENGAGING WITH OUR COMMUNITY BY PROVIDING CLINICAL, MEDICAL AND EDUCATION SERVICES, AND BY PARTNERING WITH LOCAL, REGIONAL AND STATE AGENCIES, AND NON-PROFIT ENTITIES WE ARE ABLE TO CREATE A SYSTEM OF CARE, WHICH IMPROVES THE HEALTH OF ALL INDIVIDUALS IN OUR REGION. IN THE COMMUNITY WE SERVE, THE UNREIMBURSED VALUE OF PROVIDING CARE TO THOSE WHO ARE UNABLE TO AFFORD HEALTH CARE, IS $34,325,117 FOR FISCAL YEAR ENDING JUNE 30, 2025.INPATIENT SERVICES WERE PROVIDED TO 30,630 PATIENTS AND INCLUDE THE FOLLOWING SERVICES: 9,076 SURGERIES PERFORMED154,802 RADIOLOGY PROCEDURES PERFORMED 2,493 CARDIAC CATHERIZATIONS AND OTHER PROCEDURESOUTPATIENT SERVICES INCLUDE THE FOLLOWING SERVICES AS A PARTIAL REPORT OF TOTAL SERVICES PERFORMED: 64,919 EMERGENCY ROOM VISITS 12,354 OUTPATIENT SURGERIES PERFORMED263,332 RADIOLOGY PROCEDURES PERFORMED 2,554 HYPERBARIC OXYGEN THERAPY & WOUND CARE TREATMENTS 41,213 RADIATION ONCOLOGY TREATMENTS 27,518 OUTPATIENT REHABILITATION SERVICES 3,421 CARDIAC CATHERIZATIONS AND OTHER PROCEDURESIN ADDITION TO THE SERVICES WE PROVIDED, PLEASE REFER TO SCHEDULE H, PART VI SUPPLEMENTAL INFORMATION REGARDING OUR COMMUNITY SERVICE AREA, COMMUNITY ASSESSMENT & IMPLEMENTATION STRATEGY. 1445631911 1 1 0 0 0 0 0 0 0 0 1 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 1 1 1 1 1 1 0 0 0 0 0 0 0 1 0 0 1 0 0 0 1 1 1 0 0 0 1 87 0 8232 0 1 1 0 0 0 0 0 0 0 0 0 0 0 X 36 26 1 1 0 0 1 1 1 1 1 0 0 1 1 1 1 1 1 1 1 0 CA X LEW MOWERY 9095584000 197 E CAROLINE ST STE 2100 SAN BERNARDINO CA 92408 X HART RICHARD PRESIDENT 25.00 25.00 X X 0 787218 127421 THOMAS TAMARA CMO 25.00 25.00 X 0 926529 119010 WRIGHT TREVOR CEO 25.00 25.00 X X 0 940241 145643 HILLIARD ANTHONY CEO AS OF 12/09/24 45.00 5.00 X X 0 1138888 100498 BRYANT G ALEXANDER TRUSTEE 0.50 X 0 0 0 COLON WILFREDO TRUSTEE 0.50 X 0 0 0 CHARLES-MARCEL ZEON TRUSTEE 0.50 X 0 0 0 HERRMANN PAUL TRUSTEE 0.50 X 0 447802 47100 CHANG SHIRLEY TRUSTEE 0.50 X 0 0 0 CHAN FRANCIS TRUSTEE 0.50 X 0 473528 47600 BEARDSLEY-HARDY LISA TRUSTEE 0.50 X 0 0 0 LOREDO JOSE TRUSTEE 0.50 X 0 0 0 HARRIS WAYNE TRUSTEE 0.50 X 0 0 0 FILLER STEVEN TRUSTEE 0.50 X 0 0 0 KOHLER ERTON TRUSTEE 0.50 X 0 0 0 DOUGLAS PAUL TRUSTEE 0.50 X 0 0 0 MARTIN ROBERT TRUSTEE 0.50 X 0 939841 47600 WILSON APRIL TRUSTEE 0.50 X 0 196976 27337 MOORHEAD SHERYL TRUSTEE 0.50 X 0 0 0 SHIM EUNMEE TRUSTEE 0.50 X 0 0 0 SIMMONS ELLA TRUSTEE 0.50 X 0 0 0 OSBORN RICHARD TRUSTEE 0.50 X 0 0 0 PEVERINI RICARDO TRUSTEE 0.50 X 0 802500 47600 REECE ALBERT TRUSTEE 0.50 X 0 0 0 ROBERTS SANDRA TRUSTEE 0.50 X 0 0 0 RUCKLE HERBERT TRUSTEE 0.50 X 0 809650 50100 LEMON ROBERT TRUSTEE 0.50 X 0 0 0 SACRO JENNIFER TRUSTEE 0.50 X 0 0 0 SCHELL RANDY TRUSTEE 0.50 X 0 0 0 TAN LAREN TRUSTEE 0.50 X 0 627414 47600 THURBER GARY TRUSTEE 0.50 X 0 0 0 WEHTJE RODNEY TRUSTEE 0.50 X 0 0 0 WILSON TED TRUSTEE 0.50 X 0 0 0 SARRAFIAN ZAREH TRUSTEE 0.50 X 0 0 0 LANDLESS PETER TRUSTEE 0.50 X 0 0 0 MCKINNEY BARBARA TRUSTEE 0.50 X 0 0 0 LEMON THOMAS TRUSTEE 0.50 X 0 0 0 DAWES DANIEL TRUSTEE 0.50 X 0 0 0 HANNAMYRNA LEE CORPORATE SECRETARY 0.50 49.50 X 0 187589 27208 HUGGINSORLANDO ASSIST. CORPORATE SECR. 0.50 49.50 X 0 188546 28003 HUBBARD MARK ASST. CORPORATE SECRE. 0.50 49.50 X 0 836690 119239 HENDERSON WHITNEY P ASSIST. CORPORATE SECR. 0.50 49.50 X 0 145161 32740 LALAS ANGELA CFO 25.00 25.00 X 0 1275821 161921 SODERBLOOM ALAN SVP FINANCE 25.00 25.00 X 0 651657 121255 VANDENBOSCH DARRYL SVP-ADMIN-SH & EC HOSPITAL 50.00 X 0 587274 112482 MATUS SARA VP, OPERATIONS 50.00 X 0 421439 78145 FIELDS EDWARD VP-BEHAVIORAL HEALTH SVS 50.00 X 0 461140 90199 EDWARDS LYDON COO 50.00 X 0 1027232 147639 HANSEN KENT GENERAL COUNSEL 0.50 49.50 X 0 914488 121296 SCHULTZ ERIC VP CONSTRUCTION 5.00 45.00 X 0 377337 101375 NORTON LIZETTE VP HRM ADMINISTRATION 1.00 39.00 X 0 419416 83988 BUSSELL RACHELLE SVP ADVANCEMENT 1.00 39.00 X 0 703227 102620 STAPLE-EVANS HELEN CNO 25.00 25.00 X 0 835204 111936 SECOR LUCAS VP REVENUE CYCLE 25.00 25.00 X 0 431997 94643 LUND JOSHUA S AVP SUPPLY CHAIN 25.00 25.00 X 0 277009 36481 ZIRKELBACH MARK CIO 45.00 5.00 X 0 643726 42217 GOBIN ANTONY AVP-PHARMACY ADMIN. 40.00 X 314070 0 19764 COTTON ADRIAN CHIEF OF MEDICAL OPS. 50.00 X 0 444290 47600 DOROTTA IHAB CHIEF OF QUALITY & CLIN. OPS. 50.00 X 0 896206 49600 LANG KEVIN VP-CONTRACTING SERVICES 50.00 X 0 548858 106800 CAOKURT D DIRECTOR-CRNA SERVICES 40.00 X 436179 0 24938 CHATIGNY JUDY M AVP-ANCILLARY SVC 40.00 X 362810 0 21250 CLAUDIU LORENTZ CRNA 40.00 X 345651 0 13878 KHOLOUD NASSAR SUPERVISOR-PERFUSION SVS 40.00 X 381410 0 25239 EVANS JUDY AVP-TRANSPLANT 40.00 X 350480 0 22344 2190600 20364894 2752309 6 0 1 0 LOMA LINDA MERCANTILE 24887 TAYLOR ST LOMA LINDA CA 92354 SUPPLIES & SERVICE 627160086 LOMA LINDA UNIVERSITY CHILDRENS HOSPITAL 11234 ANDERSON ST LOMA LINDA CA 92354 MEDICAL SERVICES & SUPPORT 260146567 LOMA LINDA UNIVERSITY SHARED SERVICES 11175 CAMPUS ST LOMA LINDA CA 92354 SUPPORT SERVICES 204912173 LOMA LINDA UNIVERSITY HEALTH 11175 CAMPUS ST LOMA LINDA CA 92354 ADMIN. SUPPORT & INSURANCE 141778145 LOMA LINDA INLAND EMPIRE CONSORTIUM 11234 ANDERSON ST LOMA LINDA CA 92354 MEDICAL RESIDENT SERVICES 76408027 5 X 35156836 977646 2745 36134482 PATIENT CARE 622110 1616774440 1616774440 HOSPITAL QUALITY ASSURANCE PROGRA 622110 202548417 202548417 OTHER PROGRAM SERVICE REVENUE 622110 95160581 95160581 NET ASSETS RELEASED FROM RESTRICT 622110 1855462 1855462 1916338900 18271014 18271014 3207371 3207371 171198177 130824407 40373770 39396486 977284 2014325537 1955735386 977284 21478385 X 222500 222500 1398603 1398603 6662258 6565673 96585 548373345 500214652 48158693 33432682 30021377 3411305 152282079 133567184 18714895 47222721 42276706 4946015 1950811 1290444 660367 2797761 5586 2792175 749673 26462 723211 80674159 73358277 7315882 654750 407035 247715 30899433 16660368 14239065 54480948 5378410 49102538 50016447 11873741 38142706 448806 448806 85983727 35601667 50382060 88216413 36174041 52042372 18970360 8393922 10576438 MEDICAL SUPPLIES 340807426 340579340 228086 PURCHASED SERVICES 93572243 85910842 7661401 PROVIDER FEE EXPENSE 82937556 82937556 OTHER EXPENSES & FEES 28794286 13804870 14989416 124371347 25079522 93098917 6192908 1875920334 1445631911 423998930 6289493 152659172 173809833 566068049 698410707 146008 246559 1115137426 833167437 36632501 48019057 7698450 9522936 3163518154 1464461543 1766613043 1699056611 243898891 228249580 3888853540 3690482720 426109337 438861058 3232823 3977001 1672439078 1722750678 94981228 17135234 76613733 92858224 666210806 377384413 2939587005 2652966608 X 946967899 955607377 2298636 81908735 949266535 1037516112 3888853540 3690482720 X 138405203 22628639 -72784265 X X 0 1 X 1 0 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 33032906 33032906 1614186670 572276598 1041910072 459452845 1510612 457942233 885030148 830905356 54124792 171815585 59768977 112046608 1699056611 ASSETS WHOSE USE IS LIMITED, NET OF CURRENT PORTION 88848994 OTHER LONG-TERM ASSETS 20856158 OPERATING LEASES ROU ASSETS (BLDG & EQUIPMENT) 105101269 FINANCED ROU ASSETS 13443159 228249580 OTHER 14022507 OPERATING LEASE ROU ASSETS 99611783 AFFILIATE 234680784 RISK MGMT TRUST SELF-INSURANCE RESERVE 20156000 FINANCED ROU LIABILITY 8913339 377384413 X PART X, LINE 2: THE EXPLAINATION BELOW IS TAKEN FROM THE "COMBINED FINANCIAL STATEMENTS AND SUPPLEMENTARY INFORMATION" FOR LOMA LINDA UNIVERSITY MEDICAL CENTER AND AFFILIATES YEARS ENDED JUNE 30, 2025 AND JUNE 30, 2024. THE PRINCIPAL OPERATIONS OF LLUMC ARE EXEMPT FROM TAXATION PURSUANT TO IRC SECTION 501(C)(3) AND THE RELATED STATE PROVISIONS. ACCOUNTING STANDARDS CODIFICATION TOPIC (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 FINANCIAL STATEMENTS. ASC 740 ALSO PROVIDES GUIDANCE ON DERECOGNITION, MEASUREMENT, CLASSIFICATION, INTEREST AND PENALTIES, DISCLOSURE, AND TRANSITION. THE GUIDANCE IS APPLICABLE TO PASS-THROUGH ENTITIES AND TAX-EXEMPT ORGANIZATIONS. NO SIGNIFICANT TAX LIABILITY FOR TAX BENEFITS, INTEREST OR PENALTIES WAS ACCRUED AT JUNE 30, 2025 OR JUNE 30, 2024. LLUMC CURRENTLY FILES FORM 990 (INFORMATIONAL RETURN OF ORGANIZATIONS EXEMPT FROM INCOME TAXES) AND FORM 990-T (BUSINESS INCOME TAX RETURN FOR AN EXEMPT ORGANIZATION) IN THE U.S. FEDERAL JURISDICTION AND THE STATE OF CALIFORNIA FOR EACH TAX-EXEMPT ORGANIZATION AS APPROPRIATE. LLUMC IS NOT SUBJECT TO INCOME TAX EXAMINATIONS PRIOR TO 2021 IN MAJOR JURISDICTIONS. 1 1 X 1 X 1 X 1 1 0 1 1 34325117 34325117 0.01830 562645907 522499135 40146772 0.02140 596971024 522499135 74471889 0.03970 216 40368 1466849 1466849 0.00080 166581030 101389920 65191110 0.03480 3001382 3001382 0.00160 22 238 40368 171049261 101389920 69659341 0.03720 238 40368 768020285 623889055 144131230 0.07690 148 55185 669684 669684 0.00040 148 55185 669684 669684 0.00040 -29186918 -6590278 273997405 321427254 -47429849 X 1 1 4 1 LOMA LINDA UNIVERSITY MEDICAL CENTER 11234 ANDERSON ST LOMA LINDA CA 92354 240000169 X X X X X X 2 LOMA LINDA UNIVERSITY MEDICAL CENTER EAST CAMPUS HOSPITAL 25333 BARTON RD LOMA LINDA CA 92354 WWW.LLUH.ORG X X X X X OPERATES UNDER LICENSE NO 240000169 3 LOMA LINDA UNIVERSITY SURGICAL HOSPITAL 26780 BARTON RD REDLANDS CA 92373 LLUH.ORG X X X OPERATES UNDER LICENSE NO 240000169 4 DBA BEHAVIORAL MEDICINE CENTER 1710 BARTON RD REDLANDS CA 92373 WWW.LLUH.ORG X X OPERATES UNDER LICENSE NO 240000169 LOMA LINDA UNIVERSITY MEDICAL CENTER 0 0 1 X X X X X X X X X X 22 1 1 1 1 X WWW.LLUH.ORG X HTTPS://LLUH.ORG/ABOUT-US/COMMUNITY-BENEFIT/REPORTS-AND-RESOURCES X X 1 22 1 REFER TO SUPPLEMENTAL SECTION OF SCHEDULE H 0 1 X 200.000000000000 350.000000000000 X X X X X X 1 1 X X X X 1 X LLUH.ORG/PATIENTS-VISITORS/PATIENTS/BILLING-INSURANCE/FINANCIAL-ASSISTANCE X LLUH.ORG/PATIENTS-VISITORS/PATIENTS/BILLING-INSURANCE/FINANCIAL-ASSISTANCE X LLUH.ORG/PATIENTS-VISITORS/PATIENTS/BILLING-INSURANCE/FINANCIAL-ASSISTANCE X X X X X X X 1 X 0 X 1 X 0 0 LOMA LINDA UNIVERSITY MEDICAL CENTER PART V, SECTION B, LINE 3J: LLUH CONDUCTS A COMPREHENSIVE CHNA THAT INCLUDES PATIENT DEMOGRAPHIC AND CHRONIC DISEASE TRENDS AND ASSESSES COMMUNITY NEEDS BASED SURVEYS AND FOCUS GROUPS TO DETERMINE PRIORITIES FOR THE SOCIAL DETERMINANT OF HEALTH. LOMA LINDA UNIVERSITY MEDICAL CENTER PART V, SECTION B, LINE 5: THE 2022 CHNA SUPPORTING THE FY 23, 24 & 25 IMPLEMENTATION YEARS WAS DESIGNED TO BE A STATISTICALLY VALID SAMPLING OF BOTH THE PATIENT POPULATION AND THE GENERAL PUBLIC QUALITATIVE COMMUNITY SURVEYS AND QUANTITATIVE FOCUS GROUPS WITH EMPHASIS ON PEOPLE REPRESENTING HOUSEHOLDS OF $50,000 OR LESS TO ACHIEVE A MORE ACCURATE UNDERSTANDING OF COMMUNITY MEMBER SOCIAL DETERMINANT OF HEALTH NEEDS FOR VULNERABLE POPULATIONS. PUBLIC HEALTH EXPERTS WERE PART OF THE CHNA DESIGN AND OUTCOMES ANALYSIS FROM THE LLUH HEALTH SYSTEM INCLUDING LLU SCHOOL OF PUBLIC HEALTH FACULTY, AND THE CHNA WAS REVIEWED BY THE SAN BERNARDINO COUNTY DEPARTMENT OF PUBLIC HEALTH, WHICH PROVIDED A LETTER OF SUPPORT IN THE CHNA DOCUMENT. TO VIEW THE COUNTY DEPARTMENT PUBLIC HEALTH ENDORSEMENT OF THE CHNA FINDINGS AND SEE THE COMPLETE REPORT: PLEASE VISIT THE PUBLICLY AVAILABLE ON THE LLUH CHNA & CHIS AND THE ANNUAL COMMUNITY BENEFIT REPORTS FOR THE LLUH HOSPITALS, PLEASE VISIT: HTTPS://LLUH.ORG/ABOUT-US/COMMUNITY-BENEFIT/REPORTS-AND-RESOURCES LOMA LINDA UNIVERSITY MEDICAL CENTER PART V, SECTION B, LINE 6A: THE LOMA LINDA UNIVERSITY HEALTH SYSTEM IS COMPRISED OF FOUR LICENSED HOSPITALS THAT CONDUCT ONE SYSTEM COMMUNITY HEALTH NEEDS ASSESSMENT AND PROGRAMMATICALLY REPORT THEIR COMMUNITY BENEFIT IMPLEMENTATION AND OUTCOMES TOGETHER FOR COLLECTIVE IMPACT IN OUR REGION WHILE THE FINANCIALS AND INVESTMENTS ARE REPORTED PER LICENSED HOSPITAL IN KEEPING WITH FEDERAL AND CALIFORNIA STATE REGULATIONS. THE FOUR LICENSED HOSPITALS REPRESENTED BY THE FOLLOWING COMMUNITY HEALTH NEEDS ASSESSMENT AND IMPLEMENTATION STRATEGY ARE: LOMA LINDA UNIVERSITY MEDICAL CENTER (EIN: 95-3522679);LOMA LINDA UNIVERSITY CHILDREN'S HOSPITAL (EIN: 46-3214504);LOMA LINDA UNIVERSITY MEDICAL CENTER MURRIETA (EIN: 37-1705906).LLUH DID NOT CONDUCT THE 2022 ASSESSMENT WITH OTHER HOSPITALS THIS CYCLE BUT IS WORKING WITH OTHER HOSPITAL SYSTEMS TO IMPLEMENT INTERVENTIONS IN A COLLABORATIVE, COLLECTIVE IMPACT MODEL. THE COMMUNITY BENEFIT REPORT IS COMPLIANT WITH STATE AND FEDERAL REGULATIONS INCLUDING CALIFORNIA'S OFFICE OF STATEWIDE HEALTH PLANNING AND DEVELOPMENT (OSHPD) FOR THE FILING OF THE ANNUAL COMMUNITY BENEFIT REPORT BOTH WITH THE STATE AND ON THE PUBLIC WEBSITE, PER THE DEADLINE OR EXTENSION GRANTED EACH YEAR. LOMA LINDA UNIVERSITY MEDICAL CENTER PART V, SECTION B, LINE 6B: THREE ORGANIZATIONS PARTNERED WITH LLUH ON THE 2022 CHNA:-EL SOL NEIGHBORHOOD EDUCATION CENTER (SAN BERNARDINO COUNTY)-COPE: CONGREGATIONS FOR PROPHETIC ENGAGEMENT (SAN BERNARDINO COUNTY)- FIND FOOD BANK (COACHELLA VALLEY, RIVERSIDE COUNTY)-SYMBA CENTER (HIGH DESERT, SAN BERNARDINO COUNTY) LOMA LINDA UNIVERSITY MEDICAL CENTER PART V, SECTION B, LINE 7D: THE CHNA IS AVAILABLE ON OUR WEBSITE, IS DISTRIBUTED ELECTRONICALLY TO OVER 100 COMMUNITY-PARTNERS ORGANIZATIONS, IS PRINTED AND PRINTABLE FOR WHEN REQUESTED BY COMMUNITY MEMBERS, AND THE FULL DATA SET OF FINDINGS IS IN THE APPENDIX OF THE REPORT SO ANY COMMUNITY AGENCY CAN USE THE ASSESSMENT DATA. FACILITY WEBSITE: HTTPS://LLUH.ORG/LOCATIONS/LOMA-LINDA-UNIVERSITY-MEDICAL-CENTERCHNA WEBSITE: HTTPS://LLUH.ORG/ABOUT-US/COMMUNITY-BENEFIT/REPORTS-AND-RESOURCES LOMA LINDA UNIVERSITY MEDICAL CENTER PART V, SECTION B, LINE 11: REFER TO SUPPLEMENTAL SECTION OF SCHEDULE H LOMA LINDA UNIVERSITY MEDICAL CENTER PART V, SECTION B, LINE 13H: NUMBER OF FAMILY MEMBERS. LOMA LINDA UNIVERSITY MEDICAL CENTER PART V, SECTION B, LINE 16J: THE POLICY IS POSTED ON THE STATE OF CALIFORNIA OFFICE OF STATEWIDE HEALTH PLANNING AND DEVELOPMENT (OSHPD) WEBSITE. PART I, LINE 3C: LLUMC USES FPG TO DETERMINE ELIGIBILITY FOR PROVIDING DISCOUNTED CARE TO LOW INCOME INDIVIDUALS. PART I, LINE 6A: LLUH, ON BEHALF OF LLUMC, SUBMITS AN ANNUAL COMMUNITY BENEFIT REPORT TO HCAI. PART I, LINE 7: WE USED THE WORKSHEETS AVAILABLE IN THE INSTRUCTION SECTION OF SCHEDULE H TO DERIVE THE AMOUNTS REPORTED IN THIS SECTION.PART I, LINE 7G: HOME CARE -$0 & UNREIMBURSED ORGAN COSTS PART I, LINE 7 COLUMN E: HEALTH PROFESSIONALS EDUCATION & RESEARCH -$68,192,492PART I, LINE 7: MEDICAL CARE SERVICES - $74,471,889; COMMUNITY HEALTHIMPROVEMENT - $5,197,017PART III, LINE 3: BAD DEBT - $(6,587,947) PART III, LINE 8: N/A PART I, LINE 7G: WE DID NOT INCLUDE ANY COST ATTRIBUTABLE TO A PHYSICIAN CLINIC AS SUBSIDIZED HEALTH SERVICES. PART II, COMMUNITY BUILDING ACTIVITIES: REFER TO 990, PART III, LN 4A & SCHEDULE O FOR MORE INFORMATION LOMA LINDA UNIVERSITY MEDICAL CENTER - COMMUNITY HEALTH BENEFIT SELECTED PROGRAM HIGHLIGHTS PART III, LINE 2: LLUMC USES THE MODIFIED RETROSPECTIVE METHOD. PATIENT SERVICE REVENUES ARE PRESENTED NET OF ESTIMATED IMPLICIT PRICE CONCESSION REVENUE DEDUCTIONS. THE IMPLICIT PRICE CONCESSIONS INCLUDED IN ESTIMATING THE TRANSACTION PRICE REPRESENT THE DIFFERENCE BETWEEN AMOUNTS BILLED AND EXPECTED COLLECTIONS BASED ON HISTORICAL COLLECTIONS. SEE FOOTNOTE TO 2025 LLUMC'S FINANCIAL STATEMENTS, PAGE 14-16, NOTES TO COMBINED FINANCIAL STATEMENTS. PART III, LINE 3: ESTIMATED AMOUNT OF BAD DEBT EXPENSE REPORTED FOR PATIENTS ELIGIBLE UNDER LLUMC'S FINANCIAL ASSISTANCE POLICY IS DERIVED BY DEVELOPING A COST-TO-CHARGE RATIO OF 18.14% (ADJUSTED PATIENT CARECOSTS/GROSS PATIENT CHARGES) AND MULTIPLYING AGAINST BAD DEBT EXPENSE. LLUMC'S ESTIMATED COSTS OF CARE FOR ELIGIBLE PATIENTS REPRESENT THE AMOUNT OF BAD DEBT EXPENSE RELATED TO COMMUNITY BENEFIT. THE RATIONALE FOR THIS METHODOLOGY IS THAT ELIGIBLE PATIENTS WILL QUALIFY FOR DEEPLY DISCOUNTED OR FULLY DISCOUNTED PAYMENT FINANCIAL ASSISTANCE THAT WOULD RESULT IN ADJUSTED CHARGES THAT ARE COMPARABLE WITH ACTUAL COST. PART III, LINE 4: THE FOOTNOTE TO FISCAL YEAR 2025 LLUMC'S COMBINED FINANCIAL STATEMENTS THATDESCRIBES BAD DEBT EXPENSE IS FOUND ON PAGES 14-16, NOTES TO COMBINED FINANCIAL STATEMENTS. PART III, LINE 9B: AS A FAITH BASED ORGANIZATION, LLUMC STRIVES TO MEET THE HEALTH CARE NEEDS OF PATIENTS IN ITS GEOGRAPHIC SERVICE AREA. THE FIRST AND FOREMOST RESPONSIBILITY OF LLUMC IS TO SEE THAT ITS PATIENTS RECEIVE COMPASSIONATE, TIMELY, AND APPROPRIATE MEDICAL CARE WITH CONSIDERATION FOR PATIENT PRIVACY, DIGNITY, AND INFORMED CONSENT.ELIGIBILITY UNDER THE LLUMC FINANCIAL ASSISTANCE POLICY IS PROVIDED FOR ANY PATIENT WHOSE FAMILY INCOME IS LESS THAN 350% OF THE CURRENT FEDERAL POVERTY LEVEL, IF NOT COVERED BY THIRD PARTY INSURANCE OR, IF COVERED BY THIRD PARTY INSURANCE WHICH DOES NOT RESULT IN FULL PAYMENT OF THE ACCOUNT.FOR FURTHER INFORMATION, PLEASE REFER TO OUR CHARITY CARE AND FINANCIAL ASSISTANCE POLICY. PART VI, LINE 2: OUR 2022 COMMUNITY HEALTH NEEDS ASSESSMENT IS USED AS THE BASELINE FOR 2023-2025 IMPLEMENTATION STRATEGY: IN 2022, LOMA LINDA UNIVERSITY HEALTH CONDUCTED A COMMUNITY HEALTH NEEDS ASSESSMENT (CHNA) IN PARTNERSHIP WITH NON-PROFIT, COMMUNITY-BASED PARTNERS AND THEIR COMMUNITY HEALTH WORKERS IN ORDER TO IMPLEMENT A SOCIAL DETERMINANTS OF HEALTH SURVEY WITH 811 COMMUNITY MEMBERS; TO CONDUCT 22 COMMUNITY CONVERSATIONS IN BOTH ENGLISH AND SPANISH (FOCUS GROUPS) WITH OVER 150 COMMUNITY MEMBERS; AND TO CONDUCT 13 INTERVIEWS WITH 16 REGIONAL LEADERS ACTIVE IN PUBLIC HEALTH, EDUCATION, ADVOCACY, FAITH-BASED, AND/OR NON-PROFIT ORGANIZATIONS WITH DEEP KNOWLEDGE OF OUR COMMUNITY'S MOST VULNERABLE POPULATIONS. SIXTY-THREE PERCENT OF THE PEOPLE WHO PARTICIPATED IN THE EXTENSIVE SURVEY EFFORT WERE FROM HOUSEHOLDS LIVING ON $50,000 A YEAR OR LESS, WITH THIRTY-THREE PERCENT OF PARTICIPANTS LIVING ON $25,000 OR LESS. THE CHNA ACHIEVED A STATISTICALLY SIGNIFICANT SAMPLING OF COMMUNITY MEMBERS LIVING ON LOWER INCOMES AND ACHIEVED REPRESENTATION FOR THE 4.7 MILLION PEOPLE IN OUR REGION, IN KEEPING WITH COMMUNITY BENEFIT GUIDELINES FOR IDENTIFYING THE UN-MET HEALTH NEEDS OF THE MOST VULNERABLE MEMBERS OF THE COMMUNITY. MOST IMPORTANTLY, THE NEEDS IDENTIFIED THROUGH THE METHODOLOGY OF THIS STUDY WERE THOSE THE COMMUNITY MEMBERS IDENTIFIED AS THE MOST PRESSING NEEDS IN THEIR COMMUNITIES. EMERGING AS THE LEADING HEALTH CHALLENGE IN OUR REGION WAS A FOCUS ON MENTAL HEALTH. CONTRIBUTING FACTORS INCLUDED THE HOUSING CRISIS/HOMELESSNESS, IMPACT OF COVID-19 (LOSS OF LOVED ONES, DEPRESSION, ANXIETY, SUBSTANCE ABUSE, ETC.), AND LIVING IN UNDERSERVED AREAS. THE STRESS AND ISOLATION FROM THE PANDEMIC HAVE HAD DEVASTATING EFFECTS ON NEARLY EVERY COMMUNITY AND POPULATION ACROSS THE REGION. THE PRIMARY AND SECONDARY DATA SOURCES ALSO REVEALED HEART DISEASE AND DIABETES AS THE LEADING CAUSES OF PREVENTABLE DEATH AND MORBIDITY IN THE INLAND EMPIRE. THESE CHRONIC DISEASES PLAGUE LOWER INCOME POPULATIONS AT HIGHER RATES DUE TO THE LACK OF HEALTHY FOOD CHOICES AND EASIER ACCESS TO UNHEALTHY FOODS IN AREAS OF LOW SOCIOECONOMIC STATUS. FINALLY, MATERNAL AND CHILD HEALTH WAS MENTIONED AS THE THIRD LEADING HEALTH CHALLENGE DUE TO THE SIGNIFICANT DISPARITIES THAT EXIST FOR WOMEN OF COLOR AND BIRTHING OUTCOMES. MATERNAL MORTALITY RATES FOR WOMEN OF COLOR WERE 2.9 TIMES HIGHER THAN NON-HISPANIC WHITE WOMEN. INFANT MORTALITY RATES IN RIVERSIDE AND SAN BERNARDINO COUNTY WERE ALSO MUCH HIGHER THAN THE STATE AS A WHOLE, ESPECIALLY AMONG BLACKS AND HISPANICS. LOMA LINDA UNIVERSITY HEALTH IS IN A UNIQUE POSITION TO IMPACT REGIONAL EFFORTS IN THIS SPACE AS THE LOMA LINDA UNIVERSITY CHILDREN'S HOSPITAL IS THE INLAND EMPIRE'S ONLY DEDICATED CHILDREN'S HOSIPITAL CARING FOR MORE THAN 800 NICU BABIES EACH YEAR AND PROVIDING HIGH-RISK PREGNANCY CARE. PART VI, LINE 3: LLUMC POST NOTICES INFORMING THE PUBLIC OF THE CHARITY CARE/DISCOUNT PAYMENT POLICY. SUCH NOTICES SHALL BE POSTED IN HIGH VOLUME INPATIENT, AND OUTPATIENT SERVICE AREAS OF LLUMC, INCLUDING BUT NOT LIMITED TO, THE EMERGENCY DEPARTMENT, BILLING OFFICE, INPATIENT ADMISSION AND OUTPATIENT REGISTRATION AREAS OR OTHER COMMON PATIENT WAITING AREAS OF LLUMC. NOTICES ARE ALSO POSTED AT ANY LOCATION WHERE A PATIENT MAY PAY THEIR BILL. NOTICES INCLUDE CONTACT INFORMATION ON HOW A PATIENT MAY OBTAIN MORE INFORMATION ON FINANCIAL ASSISTANCE AS WELL AS WHERE TO APPLY FOR SUCH ASSISTANCE.1) THES NOTICES ARE POSTED IN ENGLISH AND SPANISH AND ANY OTHER LANGUAGES THAT ARE REPRESENTATIVE OF 5% OR GREATER OF PATIENTS IN LLUMC'S SERVICE AREA.2) A COPY OF THIS CHARITY CARE/DISCOUNT PAYMENT POLICY IS MADE AVAILABLE TO THE PUBLIC UPON REQUEST. LLUMC WILL RESPOND TO SUCH REQUESTS IN A TIMELY MANNER. PART VI, LINE 4: LOMA LINDA UNIVERSITY HEALTH'S PRIMARY SERVICE AREA CAN BE DEFINED, BROADLY, AS CALIFORNIA'S SAN BERNARDINO, RIVERSIDE, AND ONTARIO METROPOLITAN AREAS. SAN BERNARDINO AND RIVERSIDE COUNTIES MAKE UP THE GEOGRAPHIC AREA HISTORICALLY NAMED "THE INLAND EMPIRE" DUE TO THE REGION'S RICH DIVERSITY OF NATIVE PEOPLES AND AGRICULTURAL HISTORY. THE REGION TOTALS 27,000 SQUARE MILES AND IS SITUATED APPROXIMATELY 60 MILES EAST FROM THE LOS ANGELES METROPOLITAN AREA AND THE PACIFIC OCEAN, THE INLAND EMPIRE IS HOME TO A QUICKLY GROWING POPULATION OVER 4.7 MILLION PEOPLE. THE TWO COUNTIES ARE HOME TO SOME OF THE MOST DIVERSE PEOPLE IN CALIFORNIA, WITH LATINOS REPRESENTING THE MAJORITY OF THE POPULATION. SAN BERNARDINO AND RIVERSIDE COUNTY HEALTH RANKINGS PUBLISHED ONLINE AT COUNTYHEALTHRANKINGS.ORG; THE RANKINGS HELP COUNTIES UNDERSTAND WHAT INFLUENCES THE HEALTH OF RESIDENTS AND AVERAGE LIFESPANS BY GEOGRAPHIC REGION. THE RANKINGS ARE UNIQUE IN THEIR ABILITY TO MEASURE THE CURRENT OVERALL HEALTH OF NEARLY EVERY COUNTY IN ALL 50 STATES. THEY ALSO LOOK AT A VARIETY OF MEASURES THAT AFFECT THE FUTURE HEALTH OF COMMUNITIES, SUCH AS HIGH SCHOOL GRADUATION RATES, ACCESS TO HEALTHY FOODS, RATES OF SMOKING, OBESITY AND TEEN BIRTHS. LLUH'S GOAL IS TO BRING PEOPLE TOGETHER TO LOOK AT THE MANY FACTORS THAT INFLUENCE HEALTH AND OPPORTUNITIES TO REDUCE HEALTH GAPS. FOR PROGRAMS AND INTERVENTIONS TO HAVE A LASTING IMPACT, THEY MUST FOCUS ON STRATEGIES THAT IMPROVE HEALTH FROM A POPULATION STANDPOINT. FOR LLUH, WE ARE STRATEGICALLY POSITIONED IN TWO COUNTIES THAT TOGETHER, FACE SIGNIFICANT ECONOMIC CHALLENGES. SAN BERNARDINO RANKS 40TH OUT OF 58 COUNTIES IN CALIFORNIA IN TERMS OF HEALTH FACTORS WHILE RIVERSIDE RANKS 27TH. DESPITE THE CHALLENGE, LLUH BELIEVES THAT OUR COMMUNITY IS RESILIENT AND WITH OUR COMMUNITY PARTNERS, WE ARE ADDRESSING POVERTY THROUGH WORKFORCE DEVELOPMENT, ADVANCING HEALTH EQUITY, INCREASING ACCESS TO HEALTH & WELLNESS, AND MATERNAL AND CHILD HEALTH INITIATIVES. THE PANDEMIC ALSO GREATLY IMPACTED THOSE LIVING IN THE REGION, WITH SOME OF THE BIGGEST CHALLENGES BEING FOOD INSECURITY, UNEMPLOYMENT, HOUSING BURDEN, AND SOCIAL ISOLATION. AS A RESULT OF THE PANDEMIC, THE NUMBER OF FOOD INSECURE HOUSEHOLDS HAS RISEN CONSIDERABLY, WITH LOCAL FOOD BANKS MORE THAN DOUBLING THE AMOUNT OF THEIR FOOD DISTRIBUTIONS. LACKING RELIABLE ACCESS TO FOOD IS CLOSELY ASSOCIATED WITH A HIGHER RISK OF CHRONIC CONDITIONS LIKE DIABETES, HYPERTENTION, DEPRESSION, AND DELAYED RECOVERY AFTER ILLNESS. FOR CHILDREN, IT CAN IMPACT GROWTH, DEVELOPMENT, AND SCHOOL PERFORMANCE. THE HOUSING CRISIS HAS BECOME ANOTHER PREVALENT ISSUE AS MEDIAN HOME PRICES AND RENTAL PRICES CONTINUE TO CHALLENGE OUR REGION. UNPACED INCOME, COMBINED WITH AN ALREADY EXPENSIVE HOUSING MARKET THAT HAS RENT PRICES RISING AT A FASTER RATE THAN OTHER SOUTHERN CALIFORNIA COUNTIES, HAS INCREASED THE HOUSING BURDEN ON MANY HOUSEHOLDS IN THE REGION. IN 2024, LLUH HOSPITALS TREATED 58,275 PEOPLE IN OUR HOSPITALS, WITH OVER 2 MILLION PEOPLE IN THE OUTPATIENT SYSTEM WITH 183,293 OF THOSE OUTPATIENT VISITS TO OUR EMERGENCY DEPARTMENTS AS A LEVEL-1 TRAUMA CENTER. PART VI, LINE 5: CENTRALIZED COMMUNITY BENEFIT MODEL: LLUH HAS A UNIQUE, BEST-PRACTICE MODEL IN THE IMPLEMENTATION OF COMMUNITY BENEFIT IN ORDER TO ACHIEVE COLLECTIVE IMPACT WITH THEIR INVESTMENT AND PROGRAM STRATEGY: SINCE 2012, ALL LICENSED HOSPITALS WITHIN THE LLUH SYSTEM HAVE CENTRALIZED THEIR COMMUNITY BENEFIT INVESTMENTS THROUGH THE INSTITUTE FOR COMMUNITY PARTNERSHIPS TO MORE STRATEGICALLY ALIGN AND IMPLEMENT COMMUNITY HEALTH INVESTMENTS AND SINCE THE BEGINNING, LLUH HAS REPORTED PROGRAMMATICALLY AT THE HEALTH SYSTEM LEVEL TO MAXIMIZE OUTCOMES. THE COMMUNITY BENEFIT NUMBERS ARE REPORTED FINANCIALLY AND INDEPENDENTLY ON EACH LICENSED HOSPITAL'S 990 SCHEDULE H BASED ON THEIR INDIVIDUAL HOSPITAL FINANCIALS WITH ATTENTIVE MANAGEMENT TO BOTH THE COLLECTIVE AND INDIVIDUAL PROGRAMS, ACTIVITIES, AND OUTCOMES REPORTED IN THE ANNUAL SYSTEM COMMUNITY BENEFIT REPORT, IN COMPLIANCE WITH THE ACA (2010) AND CALIFORNIA'S AB 204 (2019). THE CENTRALIZED MODEL ALLOWS THE HOSPITALS TO ACCOMPLISH MORE IMPACT IN THE COMMUNITY FROM THE COMMUNITY HEALTH IMPLEMENTATION STRATEGY (CHIS) AND IN MORE EFFECTIVELY WORKING WITH PARTNER ORGANIZATIONS WITH SIMILAR GOALS. THE INSTITUTE FOR COMMUNITY PARTNERSHIPS IS COMMITTED TO SUPPORTING IMPLEMENTATION OF LLUH'S HOSPITAL COMMUNITY BENEFIT INVESTMENTS AND FULFILLMENT OF THE PRIORITY FOCUS AREAS, IN CLOSE COLLABORATION WITH THE COMMUNITY, TO COMMUNITY-BASED RESEARCH, AND TO SERVICE-LEARNING AT LOMA LINDA UNIVERSITY HEALTH (LLUH). THE INSTITUTE PLAYS A CENTRALIZING, COORDINATING, AND IMPLEMENTATION FUNCTION FOR THE THREE LICENSED HOSPITALS AT LLUH'S COMMUNITY BENEFIT INVESTMENT DOLLARS. OUR INSTITUTE IS COMMITTED TO STRATEGICALLY WORKING WITH OUR COMMUNITY PARTNERS TO BETTER UNDERSTAND AND ADDRESS THE NEEDS OF THE COMMUNITY THROUGH ACTIVITIES SUCH AS RESEARCH, TEACHING, AND SERVICE-BASED LEARNING. COMMUNITY PARTICIPATION IS AT THE CORE OF OUR EFFORTS, WITH STRUCTURED LEARNING OPPORTUNITIES FOR UNDERSERVED STUDENTS, TRAINING PROGRAMS FOR COMMUNITY HEALTH WORKERS, AND COMMUNITY RESEARCH PROJECTS. THE INSTITUTE FOR COMMUNITY PARTNERSHIPS: SEEKS TO WORK "WITH" THE COMMUNITY RATHER THAN "IN" THE COMMUNITY; STRIVES TO BETTER UNDERSTAND AND ADDRESS THE NEEDS OF THE COMMUNITY, WHILE RECOGNIZING AND CAPITALIZING ON ITS ASSETS; SEEKS TO INTEGRATE SERVICES FROM RESEARCH TO TEACHING THROUGH COMMUNITY-BASED PARTICIPATION AND SERVICE-BASED LEARNING; PROVIDES A SUPPORTING AND COORDINATING ROLE ACROSS THE VARIOUS SCHOOLS AND THE MEDICAL CENTER. OUR COMMUNITY BENEFIT OBJECTIVES INCLUDE: IMPROVING ACCESS TO HEALTH SERVICES; ENHANCING THE ROLE OF PUBLIC HEALTH IN HEALTH CARE SERVICES; SERVING THOSE WHO LIVE IN POVERTY OR OTHER VULNERABLE POPULATIONS; PROMOTING AND ENHANCING COMMUNITY BUILDING ACTIVITIES; AND COMMITTING TO COMMUNITY HEALTH IMPROVEMENT THROUGHOUT THE ORGANIZATION. PART VI, LINE 6: EXPLANATION: AFFILIATED HEALTHCARE SYSTEMWE ARE AFFILIATED WITH LOMA LINDA UNIVERSITY HEALTH SYSTEM WHICH INCLUDES 3 HOSPITALS, A UNIVERSITY, AND A FACULTY MEDICAL GROUP; COLLECTIVELY PLAYING AN ACTIVE ROLE IN PROMOTING THE HEALTH OF THEIR COMMUNITIES. A DETAILED COMMUNITY BENEFIT REPORT OF THE HOSPITAL'S ACTIVITIES WILL BE PROVIDED UPON REQUEST. PART VI, LINE 7, REPORTS FILED WITH STATES CA 1 BENJAMIN E JONES COMMUNITY RESOURCE CENTER 2972 CALIFORNIA ST SAN BERNARDINO CA 92407 473068222 501C(3) 15000 0 EDUCATIONAL AND OR HEALTHCARE GRANT CALIF BAPTIST UNIVERSITY 8432 MAGNOLIA AVE RIVERSIDE CA 92504 951890710 501C(3) 5000 0 EDUCATIONAL AND OR HEALTHCARE GRANT FIRST COMMUNITY CAPITAL INC 2060 CHICAGO AVE STE A11 RIVERSIDE CA 92507 843804891 501C(3) 15000 0 EDUCATIONAL AND OR HEALTHCARE GRANT FOOD IN NEED OF DISTRIBUTION INC 83-775 CITRUS AVENUE INDIO CA 92201 330006007 501C(3) 25000 0 EDUCATIONAL AND OR HEALTHCARE GRANT HEALTHCARE IN ACTION INC 3800 KILROY AIRPORT WAY SUITE 100 LONG BEACH CA 908066818 871858798 501C(3) 40000 0 EDUCATIONAL AND OR HEALTHCARE GRANT INLAND EMPIRE DISABILITIES COLLABORATIVE PO BOX 1954 RANCHO CUCAMONGA CA 91729 812805974 501C(3) 10000 0 EDUCATIONAL AND OR HEALTHCARE GRANT LA SIERRA UNIVERSITY OF SEVENTH DAY ADVENTIST CHURCH 4937 SIERRA VISTA AVE RIVERSIDE CA 92505 951855665 501C(3) 5000 0 EDUCATIONAL AND OR HEALTHCARE GRANT MARYS MERCY CENTER 641 ROBERDS AVE SAN BERNARDINO CA 92411 330632426 501C(3) 40000 0 EDUCATIONAL AND OR HEALTHCARE GRANT ROLLING BEARS WHEELCHAIR ATHLETIC ASSOC 2852 N PALM AVE RIALTO CA 92377 010685718 501C(3) 22500 0 EDUCATIONAL AND OR HEALTHCARE GRANT SYMBA CENTER 16519 VICTOR ST VICTORVILLE CA 92395 843729902 501C(3) 20000 0 EDUCATIONAL AND OR HEALTHCARE GRANT WHOLE PERSON CARE CLINIC 120 N ASH ST ESCONDIDO CA 92027 850858493 501C(3) 25000 0 EDUCATIONAL AND OR HEALTHCARE GRANT 11 0 PHARMACEUTICALS/MEDICAL EQUIPMENT RENTAL 6254 BOOK PHARMACEUTICALS/MEDICAL EQUIPMENT RENTAL TRANSITIONAL LIVING/BOARD & CARE 337982 BOOK TRANSITIONAL LIVING/BOARD & CARE INCL MEDICAL SERVICES TRANSPORTATION 860909 BOOK TRANSPORTATION FOOD 77062 BOOK FOOD-VEGAN MEALS FOR HOMEBOUND PATIENTS UTILITIES 1024 BOOK UTILITIES SPONSORSHIP 5 115372 BOOK SPONSORSHIP-POSSIBILITIES OUTREACH-PARAOLYMPIANS PART I, LINE 2: LLUMC PROVIDES SPONSORSHIPS, DONATIONS, AND OTHER ASSISTANCE TO ORGANIZATIONS AND INDIVIDUALS AS PART OF ITS COMMITMENT TO COMMUNITY OUTREACH. DISBURSEMENTS FOR GRANTS AND OTHER ASSISTANCE ARE REVIEWED AND APPROVED BY MANAGEMENT PRIOR TO DISBURSEMENT. MANAGEMENT RECEIVES PERIODIC REPORTS REGARDING THESE ACTIVITIES AS PART OF THE COMMUNITY BENEFITS REPORT. X X X 1 1 1 1 0 0 0 1 0 0 0 LALAS ANGELA CFO 0 889446 0 212740 0 173635 0 53125 0 108796 0 1437742 0 0 HILLIARD ANTHONY CEO AS OF 12/09/24 0 751540 0 145793 0 241555 0 65197 0 35301 0 1239386 0 0 EDWARDS LYDON COO 0 735869 0 150346 0 141017 0 49436 0 98203 0 1174871 0 0 WRIGHT TREVOR CEO 0 774245 0 0 0 165996 0 48237 0 97406 0 1085884 0 0 THOMAS TAMARA CMO 0 652484 0 126215 0 147830 0 48098 0 70912 0 1045539 0 0 HANSEN KENT GENERAL COUNSEL 0 650416 0 127254 0 136818 0 47923 0 73373 0 1035784 0 0 MARTIN ROBERT TRUSTEE 0 750000 0 99602 0 90239 0 41400 0 6200 0 987441 0 0 HUBBARD MARK ASST. CORPORATE SECRE. 0 586000 0 118108 0 132582 0 46709 0 72530 0 955929 0 0 STAPLE-EVANS HELEN CNO 0 593869 0 115715 0 125620 0 46743 0 65193 0 947140 0 0 DOROTTA IHAB CHIEF OF QUALITY & CLIN. OPS. 0 583000 0 232316 0 80890 0 41400 0 8200 0 945806 0 0 HART RICHARD PRESIDENT 0 662115 0 0 0 125103 0 46029 0 81392 0 914639 0 0 RUCKLE HERBERT TRUSTEE 0 550000 0 238000 0 21650 0 41400 0 8700 0 859750 0 0 PEVERINI RICARDO TRUSTEE 0 627500 0 175000 0 0 0 41400 0 6200 0 850100 0 0 BUSSELL RACHELLE SVP ADVANCEMENT 0 504793 0 96585 0 101849 0 44860 0 57760 0 805847 0 0 SODERBLOOM ALAN SVP FINANCE 0 510923 0 60577 0 80157 0 44037 0 77218 0 772912 0 0 VANDENBOSCH DARRYL SVP-ADMIN-SH & EC HOSPITAL 0 426746 0 86354 0 74174 0 43057 0 69425 0 699756 0 0 ZIRKELBACH MARK CIO 0 489857 0 81548 0 72321 0 24228 0 17989 0 685943 0 0 TAN LAREN TRUSTEE 0 521667 0 105747 0 0 0 41400 0 6200 0 675014 0 0 LANG KEVIN VP-CONTRACTING SERVICES 0 419000 0 63392 0 66466 0 42573 0 64227 0 655658 0 0 FIELDS EDWARD VP-BEHAVIORAL HEALTH SVS 0 362788 0 51854 0 46498 0 32837 0 57362 0 551339 0 0 SECOR LUCAS VP REVENUE CYCLE 0 338246 0 47677 0 46074 0 40927 0 53716 0 526640 0 0 CHAN FRANCIS TRUSTEE 0 360417 0 92250 0 20861 0 41400 0 6200 0 521128 0 0 NORTON LIZETTE VP HRM ADMINISTRATION 0 258314 0 48110 0 112992 0 40684 0 43304 0 503404 0 0 MATUS SARA VP, OPERATIONS 0 320885 0 47014 0 53540 0 40720 0 37425 0 499584 0 0 HERRMANN PAUL TRUSTEE 0 348012 0 40668 0 59122 0 41400 0 5700 0 494902 0 0 COTTON ADRIAN CHIEF OF MEDICAL OPS. 0 360000 0 80000 0 4290 0 41400 0 6200 0 491890 0 0 SCHULTZ ERIC VP CONSTRUCTION 0 304750 0 45225 0 27362 0 40059 0 61316 0 478712 0 0 CAOKURT D DIRECTOR-CRNA SERVICES 368096 0 25132 0 42951 0 24228 0 710 0 461117 0 0 0 KHOLOUD NASSAR SUPERVISOR-PERFUSION SVS 340509 0 6849 0 34052 0 24228 0 1011 0 406649 0 0 0 CHATIGNY JUDY M AVP-ANCILLARY SVC 276043 0 31416 0 55351 0 21250 0 0 0 384060 0 0 0 EVANS JUDY AVP-TRANSPLANT 281956 0 31223 0 37301 0 22344 0 0 0 372824 0 0 0 CLAUDIU LORENTZ CRNA 261737 0 47050 0 36864 0 13878 0 0 0 359529 0 0 0 GOBIN ANTONY AVP-PHARMACY ADMIN. 242470 0 27156 0 44444 0 19764 0 0 0 333834 0 0 0 LUND JOSHUA S AVP SUPPLY CHAIN 0 208853 0 35408 0 32748 0 12181 0 24300 0 313490 0 0 WILSON APRIL TRUSTEE 0 176974 0 19502 0 500 0 23637 0 3700 0 224313 0 0 HUGGINSORLANDO ASSIST. CORPORATE SECR. 0 144649 0 16892 0 27005 0 9709 0 18294 0 216549 0 0 HANNAMYRNA LEE CORPORATE SECRETARY 0 146097 0 17303 0 24189 0 9546 0 17662 0 214797 0 0 HENDERSON WHITNEY P ASSIST. CORPORATE SECR. 0 116784 0 13555 0 14822 0 8555 0 24185 0 177901 0 0 PART I, LINE 1A LLUMC'S SENIOR EXECUTIVES ARE EMPLOYED BY LLUH AND LLUH BENEFITS PROVIDE FOR PAYMENT OF THE TRAVEL EXPENSES FOR A SPOUSE TO ACCOMPANY AN EMPLOYEE ON ONE BUSINESS TRIP PER YEAR. IF USED, THE TAXABLE COST OF THIS BENEFITS IS INCLUDED IN THE EMPLOYEE'S W-2. LLUMC'S SENIOR EXECUTIVES ARE EMPLOYED BY LLUH AND LLUH BENEFITS PROVIDE FOR GROSS-UP PAYMENTS TO APPROXIMATELY COVER THE TAXES ON THE IMPUTED COST OF GROUP-TERM LIFE INSURANCE COVERAGE IN EXCESS OF $50,000. PART I, LINE 3 PLEASE SEE EXPLANATION FOR PART VI, SECTION B, LINE 15 THAT IS LISTED UNDER SCHEDULE O. PART I, LINES 4A-B THE FOLLOWING LLUH EMPLOYEES PARTICIPATED IN, AND RECEIVED PAYMENT FROM, A SUPPLEMENTAL NONQUALIFIED RETIREMENT PLAN: SERP FUNDING PAID TO EMPLOYEE IN CASH: - NONE NET FLEX PLAN CREDITS PAID TO EMPLOYEE IN CASH: - BAKER, PETER: 95,741 - BUSSELL, RACHELLE: 70,576 - EDWARDS, LYNDON C: 112,656 - THOMAS, TAMARA: 107,825 - HILLIARD, ANTHONY: 37,369 - HANSEN, KENT: 113,930 - HART, RICHARD HENRY: 104,428 - MATUS, SARAH: 41,849 - HUBBARD, MARK L: 89,889 - LALAS, ANGELA M.: 158,993 - SECOR, LUCAS: 32,048 - OFT, DARYL: 47,594 - SODERBLOM, ALAN B.: 61,920 - VANDERBOSCH, DARRYL W.: 44,826 - WRIGHT, TREVOR: 143,593 - STAPLE-EVANS, HELEN: 97,403 -NORTON, LIZETTE: 18,150 TAX INDEMNIFICATION AND GROSS-UP PAYMENTS: - BAKER, PETER: 1,838 - BUSSELL, RACHELLE: 8,750 - EDWARDS, LYNDON C: 8,164 - HANSEN, KENT: 4,616 - HILLIARD, ANTHONY: 187 - HART, RICHARD HENRY: 4,678 - HUBBARD, MARK LEE: 12,120 - LALAS, ANGELA M.: 1,942 - MATUS, SARAH: 448 - THOMAS, TAMARA: 10,557 - SECOR, LUCAS: 735 - NORTON, LIZETTE: 4,426 - SODERBLOM, ALAN B.: 3,287 - VANDERBOSCH, DARRYL W.: 7,994 - WRIGHT, TREVOR: 6,492 - OFT, DARYL: 498 - STAPLE-EVANS, HELEN: 8,099 TRAVEL FOR COMPANIONS: - NONE EMPLOYER CONTRIBUTIONS/PAYMENTS FOR ELECTIVE BENEFITS (INCLUDES VESTED AND FORFEITED BENEFITS FUNDED IN PRIOR YEARS): - NONE SEVERANCE PAYMENTS: - NORTON, LIZETTE: 76,282 PART I, LINE 6 LOMA LINDA UNIVERSITY MEDICAL CENTER HAS AN INCENTIVE PLAN. PAYMENTS FOR INCENTIVE AWARDS ARE TRIGGERED ONLY IF, AMONG OTHER ESTABLISHED CRITERIA, NET INCOME EXCEEDS BUDGET BY AN ESTABLISHED PERCENTAGE. A CALIFORNIA STATEWIDE COMMUNITIES DEVELOPMENT AUTHORITY 680164610 13080SVN1 2018-08-23 431698839 TO FINANCE NEW CAPITAL PROJECTS, DEBT SERVICE & PAY COA 0 0 0 B CALIFORNIA STATEWIDE COMMUNITIES DEVELOPMENT AUTHORITY 680164610 13080SML5 2016-05-11 994737092 TO FINANCE CAPITAL PROJECTS & REFUND TAXABLE BONDS, ETC. 0 0 0 C CALIFORNIA STATEWIDE COMMUNITIES DEVELOPMENT AUTHORITY 680164610 13080SEX8 2014-12-23 573954611 TO FINANCE CAPITAL PROJECTS & REFUND PRIOR OBLIGATIONS & COA, ETC. 0 0 0 D CALIFORNIA STATEWIDE COMMUNITIES DEVELOPMENT AUTHORITY 680164610 10380SV50 2024-10-03 56836000 TO FINANCE CAPITAL PROJECTS, TO PAY CAPITALIZED INTEREST AND ETC. 0 0 0 A 458195285 39109558 39785682 6392415 373059508 266071 2023 0 0 1 1 B 1021559247 81842674 180878287 13254779 735397718 13191786 2021 1 0 1 1 C 578859653 38349589 729531 6747295 66326319 468149779 2019 1 1 1 1 D 56855958 1440739 309685 55070479 34491 564 0 0 0 1 A 0 1 1 1 0 0 0 1 B 0 1 1 1 1 1 0 0 1 C 0 1 1 1 1 1 0.00100 0.00100 0 0 1 D 1 1 1 1 1 1 0.00600 0.00000 0.00600 0 0 1 A 0 0 0 1 0 0 0 1 1 B 0 0 1 1 0 0 0 1 1 C 0 0 1 1 0 0 0 0 1 D 0 1 1 0 0 0 0 0 1 A 1 B 1 C 1 D 1 SCHEDULE K SUPPLEMENTAL INFORMATION COLUMN A, B, C & D: PART II, LINE 3 - THE TOTAL PROCEEDS SHOWN IN PART II, LINE 3 DIFFERS FROM THE ISSUE PRICE SHOWN IN PART I, (E) DUE TO INTEREST EARNINGS ON INVESTED PROCEEDS. COLUMNS A, B, C & D: PART III, LINE 7: AS PROVIDED IN TREASURY REGULATION SECTION 1.141-4(C)(2)(I)(B), THE AMOUNT OF PRIVATE PAYMENTS TAKEN INTO ACCOUNT UNDER THE PRIVATE PAYMENT TEST MAY NOT EXCEED THE AMOUNT OF PRIVATE BUSINESS USE AND/OR UNRELATED TRADE OR BUSINESS USE. ACCORDINGLY, THE AMOUNT OF PRIVATE PAYMENTS FOR THE REPORTING PERIOD DOES NOT EXCEED THE AMOUNT STATED IN PART III, LINE 6. THE ORGANIZATION HAS NOT UNDERTAKEN AN ANALYSIS OF THE PRVIATE SECURITY TEST WITH RESPECT TO THE BONDS, AS THE LEVEL OF PRIVATE BUSINESS USE AND/OR UNRELATED TRADE OR BUSINESS RELATED REPORTED ON PART III, LINE 6, IS NOT IN EXCESS OF AMOUNTS PERMITTED UNDER SECTION 145 OF THE CODE. COLUMN A: PART IV, LINE 2(C): THE FIFTH-YEAR REBATE REPORT WAS PERFORMED ON DECEMBER 13, 2022. COLUMN B: PART 1(F) - THE BONDS WERE ISSUED TO FINANCE CAPITAL PROJECTS, TO REFUND TAXABLE BONDS (ISSUED ON DECEMBER 23, 2014), TO FUND A DEBT SERVICE RESERVE, & TO PAY CAPITALIZED INTEREST & COSTS OF ISSUANCE. COLUMN B: PART IV, LINE 2(B) - THE REFUNDING PORTIONS OF THE BONDS HAS MEET THE 6-MONTH SPENDING EXCEPTION TO REBATE. COLUMN B: PART IV, LINE 2(C): THE FIFTH-YEAR REBATE REPORT WAS PERFORMED ON DECEMBER 7, 2020. COLUMN C: PART(F) - THE BONDS WERE ISSUED TO FINANCE CAPITAL PROJECTS, TO REFUND THE BOROWER'S 2014 TAXABLE BONDS (ISSUED ON AUGUST 14, 2014), TAXABLE LOANS (ISSUED ON DECEMBER 1, 2010), SERIES 2008ABC BONDS (ISSUED NOVEMBER 13, 2008), SERIES 2007B1&B2 BONDS (ISSUED ON DECEMBER 20, 2007), AND SERIES 2005AB BONDS (ISSUED ON SEPTEMBER 8, 2005), TO FUND A RESERVE, AND TO PAY COST OF ISSUANCE. COLUMN C: PART IV, LINE 2(B) - THE PORTION OF BONDS THAT FINANCED THE CURRENT REFUNDING OF THE SERIES 2014 TAXABLE BONDS, TAXABLE LOANS & SERIES 2007B1&B2 BONDS MEET THE 6-MONTH SPENDING EXCEPTION TO DATE. COLUMN C: PART IV, LINE 2(C): THE FIFTH-YEAR REBATE REPORT WAS PERFORMED ON JANUARY 23, 2020. COLUMN D: PART I(F) - THE BONDS WERE ISSUED TO FINANCE CAPITAL PROJECTS, TO PAY CAPITALIZED INTERST AND TO PAY COST OF ISSUANCE. REFER TO PART V FAMILY EMPLOYMENT 0 990 SCHEDULE L, PART IV FAMILY RELATIONSHIPS MAY EXIST AMONG OTHER OFFICER'S DIRECTOR'S, OR KEY EMPLOYEES OF OTHER RELATED ORGANIZATIONS. THE NATURE OF THE BUSINESS RELATIONSHIP IS EMPLOYMENT. X 105 72426 FAIR MARKET VALUE X SCRIBE PAD SETS, MINI MARKER SETS, AND REUSABLE STICKIE NOTES 1 28720 FAIR MARKET VALUE 0 1 1 PART I, LINE 32B: THE OFFICES OF PHILANTHROPY FOR LOMA LINDA UNIVERSITY, LOMA LINDA UNIVERSITY SHARED SERVICES AND LOMA LINDA UNIVERSITY CHILDREN'S HOSPITAL FOUNDATION ACCEPT MOST OF THE GIFTS FOR LOMA LINDA UNIVERSITY MEDICAL CENTER. FORM 990, PART VI, SECTION A, LINE 2 FAMILY RELATIONSHIPS MAY EXIST AMONG OTHER OFFICER'S, DIRECTOR'S, OR KEY EMPLOYEES OF OTHER RELATED EXEMPT ORGANIZATIONS. THE NATURE OF THE BUSINESS RELATIONSHIP IS EMPLOYMENT. FORM 990, PART VI, SECTION A, LINE 3 DELEGATION IS PER THE BY-LAWS OF THE CORPORATION. DELEGATION IS ADMINISTERED THEREOF. FORM 990, PART VI, SECTION A, LINE 6 THE CORPORATE MEMBER OF LLUMC PURSUANT TO SECTION 9310 OF THE CALIFORNIA NONPROFIT RELIGIOUS CORPORATION LAW SHALL BE LOMA LINDA UNIVERSITY HEALTH, A CALIFORNIA NON-PROFIT RELIGIOUS CORPORATION, ACTING BY AND THROUGH ITS BOARD OF TRUSTEES. FORM 990, PART VI, SECTION A, LINE 7A LOMA LINDA UNIVERSITY HEALTH, LLUH, AS THE CORPORATE MEMBER, ELECTS THE BOARD OF TRUSTEES AT ITS QUINQUENNIAL MEETING. LLUH SHALL ALSO HAVE THE POWER TO FILL VACANCIES ON THE BOARD OF TRUSTEES BETWEEN THE QUINQUENNIAL ORGANIZATION MEETINGS. FORM 990, PART VI, SECTION A, LINE 7B LLUH, AS CORPORATE MEMBER, AT EACH REGULAR OR SPECIAL MEETING, SHALL INFORM ITSELF ON THE BUSINESS OF THE MEDICAL CENTER TO BE TRANSACTED; SHALL RECEIVE THE ANNUAL REPORT OF THE MEDICAL CENTER BUDGET AND AUDIT, AND TRANSACT SUCH OTHER BUSINESS AS MAY BE REQUESTED BY THE MEDICAL CENTER BOARD. FURTHER FUNCTIONS OF THE MEMBER ARE: (1) TO REMOVE FROM OFFICE ANY TRUSTEE OF THE MEDICAL CENTER WITH OR WITHOUT CAUSE. (2) TO REVIEW AND CONSULT WITH THE MEDICAL CENTER BOARD REGARDING THE APPOINTMENT OF THE MEDICAL CENTER PRESIDENT AND THE CHIEF EXECUTIVE OFFICER. HOWEVER, THE APPOINTMENT AND REMOVAL OF THE PRESIDENT AND THE CHIEF EXECUTIVE OFFICER ARE SOLELY THE LEGAL RESPONSIBILITY OF THE LLUMC BOARD. (3) TO APPROVE ALL CHANGES TO THE ARTICLES OF INCORPORATION AND BY-LAWS. (4) TO APPROVE ANY MERGER, CONSOLIDATION, DISSOLUTION, SALE OR TRANSFER OF MORE THAN TWENTY-FIVE PERCENT OF THE ASSETS OF LLUMC. (5) TO APPROVE ANY SIGNIFICANT CHANGE IN THE CORPORATE PURPOSE OF LLUMC. FORM 990, PART VI, SECTION B, LINE 11B FORM 990 IS REVIEWED BY INTERNAL AUDIT & MANAGEMENT AND IS MADE AVAILABLE TO THE TRUSTEE AUDIT COMMITTEE FOR REVIEW AND COMMENT. FORM 990, PART VI, SECTION B, LINE 12C GENERAL COUNSEL ANNUALLY OBTAINS STATEMENTS OF DISCLOSURE FROM TRUSTEES, OFFICERS, ADMINISTRATORS, KEY EMPLOYEES, AND OTHERS WHO MAKE OR AFFECT SIGNIFICANT DECISIONS AND REVIEWS THE FINDINGS WITH APPROPRIATE BOARDS AND COMMITTEES. THE BOARD OF TRUSTEES MAKES THE DECISIONS REGARDING QUESTIONS WHICH HAVE NOT BEEN SATISFACTORILY ANSWERED AFTER ADMINISTRATIVE CONSIDERATION. FORM 990, PART VI, SECTION B, LINE 15 LOMA LINDA UNIVERSITY HEALTH (LLUH), LLUMC'S PARENT ORGANIZATION, EMPLOYS AN INDEPENDENT OUTSIDE CONSULTING FIRM TO BENCHMARK COMPENSATION FOR LLUH EMPLOYEES. LLUMC'S CEO, CFO, AND VICE PRESIDENTS ARE EMPLOYED BY LLUH. THE LLUH EXECUTIVE COMPENSATION COMMITTEE USES THE RESULTS OF THE INDEPENDENT SURVEY TO ESTABLISH PAY SCALES FOR THE NEXT FISCAL YEAR. THE EXECUTIVE COMPENSATION COMMITTEE SETS THE TOTAL COMPENSATION BELOW THE INDUSTRY MEAN AND MEDIAN AMOUNTS PROVIDED IN THE SURVEY. THE EXECUTIVE COMPENSATION COMMITTEE IS COMPOSED OF TRUSTEES APPOINTED BY THE LLUH BOARD WHO ARE INDEPENDENT OF LLUH'S MANAGEMENT. THE EXECUTIVE COMPENSATION COMMITTEE IS APPOINTED BY THE LLUH BOARD OF TRUSTEES TO HAVE DIRECT RESPONSIBILITY FOR ESTABLISHING COMPENSATION, POLICIES, AND BENEFITS FOR THE SENIOR EXECUTIVES OF LLUH. THE COMMITTEE'S PROCESS INCLUDES CONTEMPORANEOUS SUBSTANTIATION OF DELIBERATIONS AND DECISIONS. FOR KEY EMPLOYEES OTHER THAN THE OFFICERS AS WELL AS EMPLOYEES IN LEADERSHIP POSITIONS, LLUMC MANAGEMENT, THROUGH ITS HUMAN RESOURCE DEPARTMENT, OBTAINS THE SERVICES OF AN INDEPENDENT CONSULTING FIRM TO CONDUCT NATIONWIDE COMPENSATION SURVEYS. MANAGEMENT USES THE COMPARABLE BENCHMARKS IN THE SURVEY RESULTS TO ESTABLISH OR REVIEW PAY SCALES FOR THE POSITION. THIS SURVEY CONDUCTED BY THE INDEPENDENT CONSULTING FIRM IS PERFORMED FOR THE ORGANIZATION EVERY TWO YEARS. INTERNALLY, THE HUMAN RESOURCE DEPARTMENT, CONDUCTS ANNUAL SURVEYS USING AT LEAST THREE SURVEY RESULTS FROM INDEPENDENT FIRMS TO ESTABLISH OR REVIEW THE REASONABLENESS OF COMPENSATION AMOUNTS. THE PROCESS WAS LAST UNDERTAKEN IN DECEMBER OF 2024 FOR ALL OFFICER'S OF LOMA LINDA UNIVERSITY MEDICAL CENTER, INC. FORM 990, PART VI, SECTION C, LINE 18 OUR 990 IS AVAILABLE ON THE GUIDESTAR.COM WEBSITE AND ALSO MAY BE OBTAINED BY MAKING A REQUEST TO THE CFO AT 11234 ANDERSON ST. LOMA LINDA, CA 92350. FORM 990, PART VI, SECTION C, LINE 19 LLUMC WILL MAKE ITS GOVERNING DOCUMENTS AND CONFLICT OF INTEREST POLICY AVAILABLE TO THE PUBLIC UPON REQUEST AND IN ACCORDANCE WITH IRS GUIDELINES. THE CONFLICT OF INTEREST POLICY IS POSTED ON THE ORGANIZATION'S INTERNAL WEBSITE FOR EMPLOYEES. LLUMC MAKES ITS UN-AUDITED QUARTERLY FINANCIAL STATEMENTS AND YEAR-END AUDITED FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC PURSUANT TO ITS CONTINUING DISCLOSURE AGREEMENTS WITH BONDHOLDERS. FORM 990, PART VII, LINE 1A: FOR EMPLOYEES OF LLUH OR LLUH AFFILIATES (ORGANIZATION(S)) RELATED TO THE FILING ORGANIZATION WHO DEVOTE LESS THAN FULL-TIME TO THE FILING ORGANIZATION (BASED UPON THE AVERAGE NUMBER OF HOURS PER WEEK SHOWN IN PART VII, SECTION A, COLUMN (B) OF THE RETURN) THE COMPENSATION AMOUNTS SHOWN IN COLUMNS (E) AND (F) WERE PROVIDED IN CONJUNCTION WITH THEIR RESPONSIBILITIES AND ROLES IN OTHER POSITIONS FOR ORGANIZATIONS RELATED TO THE FILING ORGANIZATION. THESE INDIVIDUALS EACH DEVOTE APPROXIMATELY 50 HOURS PER WEEK SERVING IN THEIR RESPECTIVE POSITIONS WITHIN THE ORGANIZATION. FORM 990, PART VIII, LINE 1F: THE SUBSTANTIAL DIFFERENCE IN CONTRIBUTIONS ON LINE 1F AND SCHEDULE B IS DUE TO THE PLEDGES BEING REPORTED ON THE GENERAL LEDGER WHEN THE PLEDGE COMMITMENT IS MADE AS OPPOSED TO WHEN RECEIVED ON SCHEDULE B. FORM 990, PART IX, LINE 24E USS ALLOC : HIM & REVENUE CYCLE: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 28,318,536. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 28,318,536. REPAIRS & MAINTENANCE: PROGRAM SERVICE EXPENSES 24,078,140. MANAGEMENT AND GENERAL EXPENSES 3,067,612. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 27,145,752. USS ALLOC : ADMIN SUPPORT SERVICES: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 20,302,599. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 20,302,599. USS ALLOC : ACCESS CENTER : PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 17,878,530. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 17,878,530. USS ALLOC : HR AND COMPENSATION SUPPORT SERVICES: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 13,806,352. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 13,806,352. USS ALLOC : FINANCIAL SERVICES: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 8,004,209. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 8,004,209. USS ALLOC : ADVANCEMENT SUPPORT SERVICES: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 6,192,908. TOTAL EXPENSES 6,192,908. USS ALLOC : VALUE ADDED SUPPORT SERVICES: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 1,721,079. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 1,721,079. USS ALLOC : RESEARCH AND EDUCATION SUPPORT SERVICES: PROGRAM SERVICE EXPENSES 1,001,382. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 1,001,382. FORM 990, PART IX - USS SUPPORT SERVICES LOMA LINDA UNIVERSITY SHARED SERVICES (LLUSS) PROVIDES ESSENTIAL OPERATIONAL SUPPORT TO LOMA LINDA UNIVERSITY MEDICAL CENTER (LLUMC) THROUGH SEVEN CORE SERVICE CATEGORIES. EACH CATEGORY ENCOMPASSES SPECIFIC FUNCTIONS DESIGNED TO STREAMLINE HOSPITAL OPERATIONS: 1. INFORMATION AND ACCESS SERVICES (A) IT INFRASTRUCTURE: MANAGEMENT OF HOSPITAL-WIDE TECHNOLOGY, INCLUDING HARDWARE MAINTENANCE, SOFTWARE SYSTEMS, AND DATA SECURITY. (B) TELECOMMUNICATIONS: OVERSIGHT OF INTERNAL COMMUNICATION SYSTEMS, PATIENT PORTALS, AND TELEPHONY SERVICES. (C) ACCESS CONTROLS: PROVISION AND MANAGEMENT OF DIGITAL AUTHENTICATION AND SYSTEM ACCESS FOR CLINICAL AND ADMINISTRATIVE STAFF. 2. FACILITIES MAINTENANCE (A) PHYSICAL PLANT OPERATIONS: ROUTINE REPAIRS, REPLACEMENTS, AND INFRASTRUCTURE MANAGEMENT OF HOSPITAL BUILDINGS. (B) SECURITY SERVICES: OVERSIGHT OF CAMPUS SAFETY, BADGE ACCESS, SURVEILLANCE, AND EMERGENCY ALERT SYSTEMS (C) LOGISTICS: MANAGEMENT OF PARKING, TRANSPORTATION, AND MAIL HANDLING SERVICES. 3. ADMINISTRATIVE AND FINANCIAL SERVICES (A) FINANCIAL PLANNING: UNIFIED BUDGETING, FISCAL ANALYSIS, AND REPORTING THROUGH THE FINANCIAL PLANNING & ANALYSIS (FP&A) DEPARTMENT. (B) AUDIT & COMPLIANCE: INTERNAL AUDITING, LEGAL COUNSEL, RISK MANAGEMENT, AND REGULATORY COMPLIANCE OVERSIGHT. (C) SUPPLY CHAIN: CENTRALIZED PROCUREMENT AND MANAGEMENT OF HOSPITAL EQUIPMENT AND MATERIALS. 4. HIM (HEALTH INFORMATION MANAGEMENT) AND REVENUE CYCLE (A) RECORD INTEGRITY: MANAGEMENT OF PATIENT MEDICAL RECORDS, CODING, AND CLINICAL DOCUMENTATION. (B) REVENUE MANAGEMENT: OVERSIGHT OF HOSPITAL BILLING, INSURANCE CLAIMS PROCESSING, AND REIMBURSEMENT COLLECTIONS. (C) UNIFIED SYSTEMS: INTEGRATION OF IT TOOLS TO DRIVE STANDARDIZED FINANCIAL AND CLINICAL DATA PROCESSES. 5. HUMAN RESOURCES AND COMPENSATION (A) PERSONNEL MANAGEMENT: HANDLING OF RECRUITMENT, HIRING, AND TALENT ACQUISITION FOR THE HOSPITAL. (B) BENEFITS & PAYROLL: ADMINISTRATION OF EMPLOYEE HEALTH PLANS, RETIREMENT BENEFITS, AND BIWEEKLY PAYROLL PROCESSING. (C) SUPPORT SERVICES: MANAGEMENT OF EMPLOYEE ASSISTANCE PROGRAMS (EAP), SPIRITUAL CARE, AND WHOLENESS INITIATIVES. 6. RESEARCH AND EDUCATION (A) GRANT MANAGEMENT: ADMINISTRATION OF SPONSORED RESEARCH, INCLUDING FUNDING APPLICATIONS AND POST-AWARD COMPLIANCE. (B) ACADEMIC SUPPORT: OVERSIGHT OF RESIDENCY AND FELLOWSHIP BENEFITS, EDUCATIONAL FINANCIAL WELLNESS, AND REGISTRAR SERVICES. (C) COMPLIANCE COMMITTEES: MANAGEMENT OF INSTITUTIONAL REVIEW BOARDS (IRB) AND ANIMAL CARE COMMITTEES (IACUC). 7. VALUE-ADDED RELATED SERVICES (A) PROCESS IMPROVEMENT: STRATEGIC INITIATIVES FOCUSED ON STANDARDIZATION AND EFFICIENCY UNDER THE "ONE LOMA LINDA" FRAMEWORK. (B) SERVICE EXCELLENCE: DEVELOPMENT OF INTERNAL CONTROLS AND QUALITY METRICS TO OPTIMIZE HOSPITAL-WIDE SERVICE DELIVERY. (C) MISSION INTEGRATION: SUPPORT FOR GLOBAL OUTREACH AND SPIRITUAL LIFE PROGRAMS THAT ALIGN WITH THE INSTITUTION'S CORE MISSION. FORM 990, PART XI, LINE 9: EQ. TRANSFERS- AFFILIATED 501(C)(3) COS. -76,017,107. NET ASSETS RELEASED TO OPERATIONS 28,000. CHANGE IN ADMIN RESTRICTED ASSETS -1,883,000. INCR - RESTRICTED DONATIONS 4,707,000. OTHER 380,842. FORM 990, PART XII, LINE 2B: THE FINANCIAL STATEMENTS OF LOMA LINDA UNIVERSITY MEDICAL CENTER WERE AUDITED BY AN INDEPENDENT FIRM AS PART OF THE FY2025 COMBINED FINANCIAL STATEMENT AUDIT OF LOMA LINDA UNIVERSITY MEDICAL CENTER AND ITS AFFILIATES, WHICH INCLUDES LOMA LINDA UNIVERSITY MEDICAL CENTER, LOMA LINDA UNIVERSITY CHILDREN'S HOSPITAL, LOMA LINDA UNIVERSITY CHILDREN'S HOSPITAL FOUNDATION, HIGHLAND SPRINGS IMAGING CENTER, LLC, LOMA LINDA UNIVERSITY MEDICAL CENTER-MURRIETA AND LOMA LINDA UNIVERSITY HEALTHCARE. FORM 990, PART XII, LINE 2C: LLUMC HAS A BOARD TRUSTEE FINANCE AND AUDIT COMMITTEE THAT ASSUME RESPONSIBILITY FOR OVERSIGHT OF THE FINANCIAL STATEMENT AUDIT AND SELECTION OF THE INDEPENDENT FIRM. BEAUMONT RADIOLOGY SERVICES LLC 81 S HIGHLAND SPRINGS AVE BEAUMONT CA 92223 262412539 MEDICAL IMAGING CLINIC CA LOMA LINDA UNIVERSITY MEDICAL CENTER UNIVERSITY INSURANCE COMPANY OF VERMONT 40 MAIN STREET STE 500 BURLINGTON VT 05402 030311174 INSURANCE UNDERWRITING VT 501(C)(3) 1 LOMA LINDA UNIVERSITY HEALTH 0 LOMA LINDA UNIVERSITY MEDICAL BEHAVIORAL MEDICINE CENTER 1710 BARTON RD REDLANDS CA 92373 330245579 PSYCHIATRIC HOSPITAL CA 501(C)(3) 3 LOMA LINDA UNIVERSITY HEALTH 0 LOMA LINDA UNIVERSITY HEALTHCARE 11175 CAMPUS STREET LOMA LINDA CA 92354 330364239 HEALTHCARE MANAGEMENT SERVICE ORGANIZATIONS CA 501(C)(3) 12C LOMA LINDA UNIVERSITY HEALTH 0 LOMA LINDA UNIVERSITY CHILDREN HOSPITAL FOUNDATION PO BOX 2000 LOMA LINDA CA 92354 330565591 FOUNDATION CA 501(C)(3) 12C LOMA LINDA UNIVERSITY MEDICAL CENTER 0 FACULTY PHYSICIANS & SURGEONS OF LLUSM 11175 CAMPUS STREET 11120 LOMA LINDA CA 92350 330672915 PHYSICIAN PRACTICE GROUP CA 501(C)(3) 3 LOMA LINDA UNIVERSITY HEALTH 0 LLUH PROFESSIONALGENERAL LIABILITY TRUST RISK MANAGEMENT 101 E REDLANDS BLVD SAN BERNARDINO CA 92408 366821892 INSURANCE IL 501(C)(3) 12A LOMA LINDA UNIVERSITY HEALTH 0 LOMA LINDA UNIVERSITY MEDICAL CENTER-MURRIETA 28062 BAXTER ROAD MURRIETA CA 92653 371705906 HOSPITAL CA 501(C)(3) 3 LOMA LINDA UNIVERSITY HEALTH 0 LOMA LINDA INLAND EMPIRE CONSORTIUM FOR HEALTHCARE EDUCATION PO BOX 926 LOMA LINDA CA 92504 461612773 GRADUATE MEDICAL EDUCATION CA 501(C)(3) 10 LOMA LINDA UNIVERSITY HEALTH 0 LOMA LINDA UNIVERSITY CHILDREN'S HOSPITAL 11234 ANDERSON ST LOMA LINDA CA 92354 463214504 HOSPITAL CA 501(C)(3) 3 LOMA LINDA UNIVERSITY HEALTH 0 GENERAL CONFERENCE OF SEVENTH-DAY ADVENTISTS 12501 OLD COLUMBIA PIKE SILVER SPRINGS MD 20904 520643036 CHURCH MD 501(C)(3) 1 N/A 0 LOMA LINDA UNIVERSITY SHARED SERVICES 11175 CAMPUS ST LOMA LINDA CA 92354 810661056 SERVICE ORGANIZATION CA 501(C)(3) 1 LOMA LINDA UNIVERSITY HEALTH 0 LOMA LINDA UNIVERSITY 11145 ANDERSON STREET LOMA LINDA CA 92350 951816009 UNIVERSITY CA 501(C)(3) 2 LOMA LINDA UNIVERSITY HEALTH 0 LOMA LINDA UNIVERSITY UNEMPLOYMENT COMPENSATION AND WORKERS' COMPENSATION S BANK OF AMERICAATTNENGRACIA M RODRI PROVIDENCE RI 029019972 953458265 INSURANCE CA 501(C)(3) 12A LOMA LINDA UNIVERSITY HEALTH 0 LOMA LINDA UNIVERSITY HEALTH 11175 CAMPUS ST LOMA LINDA CA 92354 953804495 PARENT COMPANY CA 501(C)(3) 1 GEN'L CONFERENCE OF SEVENTH-DAY ADVENTISTS 0 LOMA LINDA MERCANTILE PO BOX 2000 LOMA LINDA CA 92354 953858272 PURCHASING COMPANY CA 501(C)(3) 1 LOMA LINDA UNIVERSITY HEALTH 0 LOMA LINDA UNIVERSITY INTERSTATE SERVICES 197 E CAROLINE ST STE 2100 SAN BERNARDINO CA 92408 333565389 SUPPORT SERVICES TX 501(C)(3) LOMA LINDA UNIVERSITY HEALTH 0 0 1 1 0 0 0 0 0 0 1 1 1 1 0 0 1 1 0 0 LOMA LINDA UNIVERSITY SHARED SERVICES M 158007425 CASH LOMA LINDA MERCANTILE P 81412246 CASH FACULTY PHYSICIANS & SURGEONS OF LLUSM M 77509829 CASH LOMA LINDA INLAND EMPIRE CONSORTIUM FOR HEALTHCARE EDUCATION M 48352100 CASH LOMA LINDA UNIVERSITY HEALTH CARE B 44838581 CASH LOMA LINDA UNIVERSITY M 30069993 CASH LOMA LINDA INLAND EMPIRE CONSORTIUM FOR HEALTHCARE EDUCATION B 26875085 CASH LOMA LINDA UNIVERSITY HEALTHCARE PROPERTIES C 21505022 CASH LOMA LINDA UNIVERSITY HEALTH M 18671359 CASH FACULTY PHYSICIANS & SURGEONS OF LLUSM L 15977969 CASH LOMA LINDA UNIVERSITY CHILDREN'S HOSPITAL C 13332481 CASH LOMA LINDA UNIVERSITY MED CNTR-MURRIETA B 10698423 CASH LOMA LINDA UNIVERSITY HEALTH M 6980177 CASH LOMA LINDA UNIVERSITY B 6937500 CASH LOMA LINDA UNIVERSITY SHARED SERVICES K 5533723 CASH LOMA LINDA UNIVERSITY SHARED SERVICES L 4680769 CASH LOMA LINDA UNIVERSITY L 3386475 CASH FACULTY PHYSICIANS & SURGEONS OF LLUSM J 1997292 CASH LOMA LINDA UNIVERSITY SHARED SERVICES J 1239916 CASH LOMA LINDA UNIVERSITY SHARED SERVICES P 1111436 CASH LOMA LINDA INLAND EMPIRE CONSORTIUM FOR HEALTHCARE EDUCATION L 1095025 CASH LOMA LINDA UNIVERSITY HEALTH L 599020 CASH LOMA LINDA UNIVERSITY P 573862 CASH LOMA LINDA UNIVERSITY K 411093 CASH LOMA LINDA UNIVERSITY J 342682 CASH FACULTY PHYSICIANS & SURGEONS OF LLUSM K 166803 CASH LOMA LINDA UNIVERSITY Q 106169 CASH LOMA LINDA UNIVERSITY HEALTH P 72799 CASH FACULTY PHYSICIANS & SURGEONS OF LLUSM P 52915 CASH