LOMA LINDA UNIVERSITY CHILDRENS HOSPITAL FOUNDATION: Form 990, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- LOMA LINDA UNIVERSITY CHILDRENS HOSPITAL FOUNDATION (EIN 33-0565591)
- Tax period
- 2021-07-01 to 2022-06-30
- Filed
- 2023-05-10
- IRS object ID
- 202311309349304946
- Schema version
- 2021v4.2
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule B
- Schedule D
- Schedule G
- Schedule I
- Schedule J
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-05-10T20:12:05-05:00 | ReturnTs |
| Tax Period End | 2022-06-30 | TaxPeriodEndDt |
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2021-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 330565591 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LOMA LINDA UNIVERSITY CHILDREN'S | BusinessNameLine1Txt |
| Business Name Line2 | HOSPITAL FOUNDATION | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | LOMA | BusinessNameControlTxt |
| Phone | 9095584000 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 926 FINANCE | AddressLine1Txt |
| City | LOMA LINDA | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 92354 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | PETER BAKER | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 9095584000 | PhoneNum |
| Signature | 2023-05-09 | SignatureDt |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | PETER | PersonFirstNm |
| Person Last | BAKER | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 3 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2021 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | PETER BAKER | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 11234 ANDERSON ST | AddressLine1Txt |
| City | LOMA LINDA | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 92354 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $6,421,124 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Group Exemption | 1071 | GroupExemptionNum |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.LLUCH.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1992 | FormationYr |
| Legal Domicile State | CA | LegalDomicileStateCd |
| Activity Or Mission | TO BE AN ADVOCATE FOR CHILDREN'S HEALTHCARE. | ActivityOrMissionDesc |
| Voting Members Governing Body | 38 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 30 | VotingMembersIndependentCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Total Volunteers | 341 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $1,740,240 | PYContributionsGrantsAmt |
| CY Contributions Grants | $3,545,079 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $1,543,259 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $0 | CYProgramServiceRevenueAmt |
| PY Investment Income | $816,650 | PYInvestmentIncomeAmt |
| CY Investment Income | $1,495,740 | CYInvestmentIncomeAmt |
| PY Other Revenue | $1,063,631 | PYOtherRevenueAmt |
| CY Other Revenue | $896,609 | CYOtherRevenueAmt |
| PY Total Revenue | $5,163,780 | PYTotalRevenueAmt |
| CY Total Revenue | $5,937,428 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $1,488,305 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $1,299,572 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $0 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $0 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $74,191 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $888,439 | PYOtherExpensesAmt |
| CY Other Expenses | $421,927 | CYOtherExpensesAmt |
| PY Total Expenses | $2,376,744 | PYTotalExpensesAmt |
| CY Total Expenses | $1,721,499 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $2,787,036 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $4,215,929 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $29,588,758 | TotalAssetsBOYAmt |
| Total Assets EOY | $33,683,531 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $1,372 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $41,938 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $29,587,386 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $33,641,593 | NetAssetsOrFundBalancesEOYAmt |
| Mission | OUR CHILDREN'S HOSPITAL FOUNDATION IS DEDICATED TO SUPPORTING LOMA LINDA UNIVERSITY CHILDREN'S HOSPITAL'S MISSION TO BRING WHOLE-CHILD HEALTHCARE TO THE REGION AND BEYOND. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $1,299,572 | ExpenseAmt |
| Grant | $1,299,572 | GrantAmt |
| Revenue | $0 | RevenueAmt |
| Desc | THE MISSION OF LOMA LINDA UNIVERSITY CHILDREN'S HOSPITAL FOUNDATION IS TO ADVOCATE EXCELLENCE IN CHILDREN'S HEALTHCARE IN CALIFORNIA, THE UNITED STATES AND THE WORLD THROUGH THE SUPPORT OF THE LOMA LINDA UNIVERSITY CHILDREN'S HOSPITAL. TO ACCOMPLISH THIS THE FOUNDATION CONDUCTS VARIOUS FUNDRAISING ACTIVITIES AND COMMUNITY AWARENESS PROGRAMS. | Desc |
| Total Program Service Expenses | $1,299,572 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | Yes (1) | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | 0 | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | 0 | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (1) | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | Yes (1) | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (1) | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | Yes (1) | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 0 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Employee | 0 | EmployeeCnt |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 38 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 30 | IndependentVotingMemberCnt |
| Family Or Business Rln | Yes (1) | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | Yes (1) | MembersOrStockholdersInd |
| Election Of Board Members | Yes (1) | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | Yes (1) | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | Yes (1) | LocalChaptersInd |
| Policies Reference Chapters | Yes (1) | PoliciesReferenceChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | CA | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LEW MOWERY VP FINANCE | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 9095584000 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 197 E CAROLINE ST STE 2100 | AddressLine1Txt |
| City | SAN BERNARDINO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 92408 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (40 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | OfficerOfficerInd | Former Ofcr Director TrusteeFormerOfcrDirectorTrusteeInd |
|---|---|---|---|---|---|---|---|---|
| BUSSELL RACHELLE | ||||||||
| SECRETARY | 0.50 | 49.50 | Yes (X) | $0 | $590,962 | $73,354 | ||
| CARPIAC ANDY | ||||||||
| TRUSTER/FORMER CHAIR | 0.50 | Yes (X) | $0 | $0 | $0 | |||
| ROBINSON BARBARA | ||||||||
| CHAIR/TRUSTEE | 0.50 | Yes (X) | $0 | $0 | $0 | |||
| CHINNOCK RICHARD E | ||||||||
| TRUSTEE | 0.50 | Yes (X) | $0 | $397,000 | $41,000 | |||
| DIAMOND-WARD ROBERT | ||||||||
| TRUSTEE | 0.50 | Yes (X) | $0 | $0 | $0 | |||
| FARGO TRIXIE | ||||||||
| TRUSTEE | 0.50 | Yes (X) | $0 | $0 | $0 | |||
| GOLDEN JILL | ||||||||
| TRUSTEE | 0.50 | Yes (X) | $0 | $0 | $0 | |||
| GREEN-GARRETT MARTHA E | ||||||||
| TRUSTEE | 0.50 | Yes (X) | $0 | $0 | $0 | |||
| HART RICHARD HENRY | ||||||||
| TRUSTEE | 0.50 | 49.50 | Yes (X) | $0 | $609,433 | $79,514 | ||
| HEINRICH KERRY L | ||||||||
| TRUSTEE | 0.50 | 49.50 | Yes (X) | $0 | $1,459,022 | $100,160 | ||
| HWANG ERNIE | ||||||||
| TRUSTEE | 0.50 | Yes (X) | $0 | $0 | $0 | |||
| KIENLE STEVE | ||||||||
| TRUSTEE | 0.50 | Yes (X) | $0 | $0 | $0 | |||
| KIENLE CATHY | ||||||||
| TRUSTEE | 0.50 | Yes (X) | $0 | $0 | $0 | |||
| KOSS MELISSA | ||||||||
| TRUSTEE | 0.50 | Yes (X) | $0 | $0 | $0 | |||
| MACE JEANNE | ||||||||
| TRUSTEE | 0.50 | Yes (X) | $0 | $0 | $0 | |||
| MATHEWS ALAINA | ||||||||
| TRUSTEE | 0.50 | Yes (X) | $0 | $0 | $0 | |||
| MOSS GLENN | ||||||||
| TRUSTEE | 0.50 | Yes (X) | $0 | $0 | $0 | |||
| NIXON DONA | ||||||||
| TRUSTEE | 0.50 | 49.50 | Yes (X) | $0 | $0 | $0 | ||
| SECOR LUCAS | ||||||||
| TREASURER | 0.50 | 49.50 | Yes (X) | $0 | $204,796 | $27,466 | Yes (X) | |
| BIERMANN DIRK | ||||||||
| TRUSTEE | 0.50 | 49.50 | Yes (X) | $0 | $0 | $0 | ||
| BAKER PETER | ||||||||
| PRESIDENT | 0.50 | 49.50 | Yes (X) | $0 | $772,410 | $92,185 | Yes (X) | |
| PEVERINI RICARDO L | ||||||||
| TRUSTEE | 0.50 | Yes (X) | $0 | $720,000 | $41,000 | |||
| PONTELL VICTORIA | ||||||||
| TRUSTEE | 0.50 | Yes (X) | $0 | $0 | $0 | |||
| RAMOS MARIA | ||||||||
| TRUSTEE | 0.50 | Yes (X) | $0 | $0 | $0 | |||
| ROBERTS KELLY | ||||||||
| TRUSTEE | 0.50 | Yes (X) | $0 | $0 | $0 | |||
| SCOTT KAREN | ||||||||
| TRUSTEE | 0.50 | Yes (X) | $0 | $0 | $0 | |||
| SAVAGE IV PHILIP | ||||||||
| TRUSTEE | 0.50 | Yes (X) | $0 | $0 | $0 | |||
| SPIEL CANDACE | ||||||||
| VICE CHAIR | 0.50 | Yes (X) | $0 | $0 | $0 | Yes (X) | ||
| STREAM KEN | ||||||||
| TRUSTEE | 0.50 | Yes (X) | $0 | $0 | $0 | |||
| TROESH DENNIS | ||||||||
| TRUSTEE | 0.50 | Yes (X) | $0 | $0 | $0 | |||
| WADELL ROGER | ||||||||
| TRUSTEE | 0.50 | Yes (X) | $0 | $0 | $0 | |||
| WOOLEN JAMES E | ||||||||
| TRUSTEE | 0.50 | Yes (X) | $0 | $0 | $0 | |||
| XAVIER MARY ANN | ||||||||
| TRUSTEE | 0.50 | Yes (X) | $0 | $0 | $0 | |||
| CHAN FRANCIS | ||||||||
| TRUSTEE | 0.50 | Yes (X) | $0 | $385,791 | $41,000 | |||
| VARNER SEAN | ||||||||
| TRUSTEE | 0.50 | Yes (X) | $0 | $0 | $0 | |||
| WRIGHT TREVOR | ||||||||
| TRUSTEE | 0.50 | 49.50 | Yes (X) | $0 | $1,097,912 | $106,061 | ||
| SLEETH LYNN | ||||||||
| TRUSTEE | 0.50 | Yes (X) | $0 | $0 | $0 | |||
| KUNAM NEELIMA | ||||||||
| TRUSTEE | 0.50 | Yes (X) | $0 | $0 | $0 | |||
| VANDENBOSCH DARRYL | ||||||||
| FORMER TREASURER | 0.50 | 49.50 | $0 | $278,523 | $58,462 | Yes (X) | ||
| PERRYMAN MICHAEL S | ||||||||
| FORMER PRES. | 0.50 | 49.50 | $0 | $750,515 | $28,421 | Yes (X) | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $0 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $7,266,364 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $688,623 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 0 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | Yes (1) | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
| Cntrct Rcvd Greater Than100 K | 0 | CntrctRcvdGreaterThan100KCnt |
| Federated Campaigns | $12,753 | FederatedCampaignsAmt |
| Fundraising | $16,750 | FundraisingAmt |
| Related Organizations | $133,725 | RelatedOrganizationsAmt |
| All Other Contributions | $3,381,851 | AllOtherContributionsAmt |
| Noncash Contributions | $353,565 | NoncashContributionsAmt |
| Total Contributions | $3,545,079 | TotalContributionsAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,495,740 | TotalRevenueColumnAmt |
| Exclusion | $1,495,740 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $1,380,305 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $16,750 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $483,696 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $896,609 | TotalRevenueColumnAmt |
| Exclusion | $896,609 | ExclusionAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $5,937,428 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $2,392,349 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,299,572 | TotalAmt |
| Program Services | $1,299,572 | ProgramServicesAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $478 | TotalAmt |
| Management And General | $478 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $421,449 | TotalAmt |
| Management And General | $347,258 | ManagementAndGeneralAmt |
| Fundraising | $74,191 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,721,499 | TotalAmt |
| Program Services | $1,299,572 | ProgramServicesAmt |
| Management And General | $347,736 | ManagementAndGeneralAmt |
| Fundraising | $74,191 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,658,737 | BOYAmt |
| EOY | $2,215,872 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $16,138,309 | BOYAmt |
| EOY | $16,288,975 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $16,065 | BOYAmt |
| EOY | $16,065 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $11,774,913 | BOYAmt |
| EOY | $15,162,619 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $2,341 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $2,341 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $734 | BOYAmt |
| EOY | $0 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $29,588,758 | BOYAmt |
| EOY | $33,683,531 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,372 | BOYAmt |
| EOY | $41,938 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,372 | BOYAmt |
| EOY | $41,938 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $15,833,028 | BOYAmt |
| EOY | $15,859,749 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $13,754,358 | BOYAmt |
| EOY | $17,781,844 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $29,587,386 | BOYAmt |
| EOY | $33,641,593 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $29,588,758 | BOYAmt |
| EOY | $33,683,531 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $4,215,929 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$165,085 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $3,363 | OtherChangesInNetAssetsAmt |
| Info In Schedule O Part XII | Yes (X) | InfoInScheduleOPartXIIInd |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Consolidated Basis Fincl Stmt | Yes (X) | ConsolidatedBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Supporting Organization509a3 | Yes (X) | SupportingOrganization509a3Ind |
| Supporting Org Type3 Func Int | Yes (X) | SupportingOrgType3FuncIntInd |
| Supported Organizations | 2 | SupportedOrganizationsCnt |
Supported Org Information SupportedOrgInformationGrp (2 entries)
| EINEIN | Organization TypeOrganizationTypeCd | Governing Document ListedGoverningDocumentListedInd | SupportSupportAmt | Other SupportOtherSupportAmt |
|---|---|---|---|---|
| LOMA LINDA UNIV CHILDREN'S HOSPITAL | ||||
| 463214504 | 3 | Yes (1) | $299,405 | $0 |
| LOMA LINDA UNIV MEDICAL CENTER | ||||
| 953522679 | 3 | Yes (1) | $1,000,000 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Supported Organizations Total | 2 | SupportedOrganizationsTotalCnt |
| Support Sum | $1,299,405 | SupportSumAmt |
| Other Support Sum | $0 | OtherSupportSumAmt |
Form990 Sch A Supporting Org Form990SchASupportingOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Listed By Name Governing Doc | Yes (1) | ListedByNameGoverningDocInd |
| Suprt Org No IRS Determination | 0 | SuprtOrgNoIRSDeterminationInd |
| Supported Org Section C456 | 0 | SupportedOrgSectionC456Ind |
| Supported Org Not Organized US | 0 | SupportedOrgNotOrganizedUSInd |
| Organization Change Suprt Org | 0 | OrganizationChangeSuprtOrgInd |
| Support Non Supported Org | 0 | SupportNonSupportedOrgInd |
| Payment Substantial Contribtr | 0 | PaymentSubstantialContribtrInd |
| Loan Disqualified Person | 0 | LoanDisqualifiedPersonInd |
| Controlled Disqualified Prsn | 0 | ControlledDisqualifiedPrsnInd |
| Disqualified Prsn Controll Int | 0 | DisqualifiedPrsnControllIntInd |
| Disqualified Prsn Ownr Int | 0 | DisqualifiedPrsnOwnrIntInd |
| Excess Business Holdings Rules | 0 | ExcessBusinessHoldingsRulesInd |
| Contribution Controller | 0 | ContributionControllerInd |
| Contribution Family | 0 | ContributionFamilyInd |
| Contribution35 Controlled | 0 | Contribution35ControlledInd |
Form990 Sch A Type3 Sprt Org All Form990SchAType3SprtOrgAllGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timely Provided Documents | Yes (1) | TimelyProvidedDocumentsInd |
| Officers Close Relationship | Yes (1) | OfficersCloseRelationshipInd |
| Supported Org Voice Investment | Yes (1) | SupportedOrgVoiceInvestmentInd |
Form990 Sch A Type3 Func Int Form990SchAType3FuncIntGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Activities Test | Yes (X) | ActivitiesTestInd |
| Activities Further Exempt Prps | Yes (1) | ActivitiesFurtherExemptPrpsInd |
| Activities Engaged Org Invlmnt | Yes (1) | ActivitiesEngagedOrgInvlmntInd |
Form990 Schedule A Part VI Form990ScheduleAPartVIGrp (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, SCHEDULE A, SECTION D, LINE 3 | INVESTMENT POLICIES AND USE OF ORGANIZATION'S INCOME OR ASSETS IS THE SAME POLICY AS THE SUPPORTING ORGANIZATION. |
| FORM 990, SCHEDULE A, SECTION E, LINE 2A | THE MISSION OF LOMA LINDA UNIVERSITY CHILDREN'S HOSPITAL FOUNDATION IS TO ADVOCATE EXCELLENCE IN CHILDREN'S HEALTHCARE IN CALIFORNIA, THE UNITED STATES AND THE WORLD THROUGH THE SUPPORT OF THE LOMA LINDA UNIVERSITY CHILDREN'S HOSPITAL. TO ACCOMPLISH THIS THE FOUNDATION CONDUCTS VARIOUS FUNDRAISING ACTIVITIES AND COMMUNITY AWARENESS PROGRAMS. |
| FORM 990, SCHEDULE A, SECTION E, LINE 2B | LOMA LINDA UNIVERSITY CHILDREN'S HOSPTAL, HAD IT NOT BEEN FOR THE LOMA LINDA CHILDREN'S HOSPITAL FOUNDATION, WOULD HAVE ENGAGE IN SIMILAR FUNDRAISING AND AWARENESS PROGRAMS FOR THE ADVOCACY OF CHILDREN'S HEALTH. |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $4,317,917 | BeginningYearBalanceAmt |
| Contributions | $0 | ContributionsAmt |
| Investment Earnings Or Losses | $132,169 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $630,669 | OtherExpendituresAmt |
| End Year Balance | $3,819,417 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $4,102,261 | BeginningYearBalanceAmt |
| Contributions | $9,184 | ContributionsAmt |
| Investment Earnings Or Losses | $206,454 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $4,317,899 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $3,506,600 | BeginningYearBalanceAmt |
| Contributions | $527,076 | ContributionsAmt |
| Investment Earnings Or Losses | $84,821 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $16,236 | OtherExpendituresAmt |
| End Year Balance | $4,102,261 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $3,592,379 | BeginningYearBalanceAmt |
| Contributions | $300 | ContributionsAmt |
| Investment Earnings Or Losses | $113,513 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $199,574 | OtherExpendituresAmt |
| End Year Balance | $3,506,600 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $3,553,488 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $38,891 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $3,592,379 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Prmnnt Endowment Balance EOY | 1.00000 | PrmnntEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | Yes (1) | EndowmentsHeldRelatedOrgInd |
| Related Org List Sch R | Yes (1) | RelatedOrgListSchRInd |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $2,341 | OtherCostOrOtherBasisAmt |
| Depreciation | $2,341 | DepreciationAmt |
| Book Value | $0 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $0 | TotalBookValueLandBuildingsAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART X, LINE 2: | THE EXPLANATION BELOW IS TAKEN FROM THE "COMBINED FINANCIAL STATEMENTS AND SUPPLEMENTARY INFORMATION" FOR LOMA LINDA UNIVERSITY MEDICAL CENTER AND AFFILIATES YEARS ENDED JUNE 30,2021 AND JUNE 30, 2020. THE PRINCIPAL OPERATIONS OF LLUMC ARE EXEMPT FROM TAXATION PURSUANT TO INTERNAL REVENUE CODE SECTION 501(C)(3) AND THE RELATED STATE PROVISIONS. ACCOUNTING STANDARDS CODIFICATION (ASC) TOPIC 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 OR NEEDED TO BE ACCRUED AT JUNE 30, 2022 OR 2021. 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 EXAMINATION PRIOR TO 2018 IN MAJOR JURISDICTIONS. |
| PART V, LINE 4: | THE SMIDERLE, ANDERSON & WOOLLEY-PETTIS ENDOWMENTS ARE HELD IN PERPETUITY WITH THE INTEREST TO BE USED TO SUPPORT CHILDREN'S SERVICES AT LOMA LINDA UNIVERSITY CHILDREN'S HOSPITAL. |
Schedule G IRS990ScheduleG
| Field | Value | IRS element (for citing) |
|---|---|---|
| Mail Solicitations | Yes (X) | MailSolicitationsInd |
| Phone Solicitations | Yes (X) | PhoneSolicitationsInd |
| In Person Solicitations | Yes (X) | InPersonSolicitationsInd |
| Solicitation Of Non Govt Grants | Yes (X) | SolicitationOfNonGovtGrantsInd |
| Special Fundraising Events | Yes (X) | SpecialFundraisingEventsInd |
| Agrmt Prof Fundraising Acty | Yes (1) | AgrmtProfFundraisingActyInd |
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | GALA | Event1Nm |
| Gross Receipts Event1 | $905,799 | GrossReceiptsEvent1Amt |
| Gross Revenue Event1 | $905,799 | GrossRevenueEvent1Amt |
| Event2 | RIVERSIDE GUILD-BACK IN THE SADDLE | Event2Nm |
| Gross Receipts Event2 | $40,093 | GrossReceiptsEvent2Amt |
| Charitable Contri Event2 | $4,800 | CharitableContriEvent2Amt |
| Gross Revenue Event2 | $35,293 | GrossRevenueEvent2Amt |
| Other Events Total | 9 | OtherEventsTotalCnt |
| Gross Receipts Other Events | $451,163 | GrossReceiptsOtherEventsAmt |
| Charitable Contri Other Events | $11,950 | CharitableContriOtherEventsAmt |
| Gross Revenue Other Events | $439,213 | GrossRevenueOtherEventsAmt |
| Gross Receipts Total | $1,397,055 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $16,750 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $1,380,305 | GrossRevenueTotalEventsAmt |
| Net Income Summary | $1,380,305 | NetIncomeSummaryAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| States Where Gaming Conducted | CA | StatesWhereGamingConductedCd |
| Licensed | 0 | LicensedInd |
| License Suspended Etc | 0 | LicenseSuspendedEtcInd |
| Gaming With Nonmembers | 0 | GamingWithNonmembersInd |
| Member Of Other Entity | 0 | MemberOfOtherEntityInd |
| Cntrct With3rd Prty For Game Rev | 0 | CntrctWith3rdPrtyForGameRevInd |
| Charitable Distribution Rqr | 0 | CharitableDistributionRqrInd |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Non Cash AssistanceNonCashAssistanceAmt | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|---|---|
| LOMA LINDA UNIVERSITY CHILDREN'S HOSPITAL | ||||||||
| 11234 ANDERSON ST | LOMA LINDA | CA | 92354 | 463214504 | 501(C)(3) | $299,405 | $0 | SUPPORT OF HOSPITAL PROGRAMS & CHILDREN'S HEALTHCARE & VISION 2020 |
| LOMA LINDA UNVERSITY MEDICAL CENTER | ||||||||
| 11234 ANDERSON ST | LOMA LINDA | CA | 92354 | 953522679 | 501(C)(3) | $1,000,000 | $0 | SUPPORT OF LOCAL COMMUNITY PROGRAMS FOR HEALTHY LIFESTYLES |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 2 | Total501c3OrgCnt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | LLUCHF 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. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Travel For Companions | Yes (X) | TravelForCompanionsInd |
| Idemnification Gross Up Pmts | Yes (X) | IdemnificationGrossUpPmtsInd |
| Housing Allowance Or Residence | Yes (X) | HousingAllowanceOrResidenceInd |
| Written Policy Ref T And E Expnss | Yes (1) | WrittenPolicyRefTAndEExpnssInd |
| Substantiation Required | 0 | SubstantiationRequiredInd |
| Severance Payment | Yes (1) | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | Yes (1) | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | Yes (1) | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (11 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| HEINRICH KERRY L | ||||||||||||||
| TRUSTEE | $0 | $800,585 | $0 | $470,130 | $0 | $188,307 | $0 | $43,372 | $0 | $56,788 | $0 | $1,559,182 | $0 | $0 |
| WRIGHT TREVOR | ||||||||||||||
| TRUSTEE | $0 | $685,907 | $0 | $288,073 | $0 | $123,932 | $0 | $44,224 | $0 | $61,837 | $0 | $1,203,973 | $0 | $0 |
| BAKER PETER | ||||||||||||||
| PRESIDENT | $0 | $466,115 | $0 | $148,858 | $0 | $157,437 | $0 | $40,236 | $0 | $51,949 | $0 | $864,595 | $0 | $0 |
| PERRYMAN MICHAEL S | ||||||||||||||
| FORMER PRES. | $0 | $136,668 | $0 | $79,075 | $0 | $534,772 | $0 | $19,606 | $0 | $8,815 | $0 | $778,936 | $0 | $0 |
| PEVERINI RICARDO L | ||||||||||||||
| TRUSTEE | $0 | $495,000 | $0 | $225,000 | $0 | $0 | $0 | $34,800 | $0 | $6,200 | $0 | $761,000 | $0 | $0 |
| HART RICHARD HENRY | ||||||||||||||
| TRUSTEE | $0 | $505,861 | $0 | $0 | $0 | $103,572 | $0 | $36,598 | $0 | $42,916 | $0 | $688,947 | $0 | $0 |
| BUSSELL RACHELLE | ||||||||||||||
| SECRETARY | $0 | $378,892 | $0 | $142,705 | $0 | $69,365 | $0 | $36,440 | $0 | $36,914 | $0 | $664,316 | $0 | $0 |
| CHINNOCK RICHARD E | ||||||||||||||
| TRUSTEE | $0 | $347,500 | $0 | $45,000 | $0 | $4,500 | $0 | $34,800 | $0 | $6,200 | $0 | $438,000 | $0 | $0 |
| CHAN FRANCIS | ||||||||||||||
| TRUSTEE | $0 | $330,208 | $0 | $46,500 | $0 | $9,083 | $0 | $34,800 | $0 | $6,200 | $0 | $426,791 | $0 | $0 |
| VANDENBOSCH DARRYL | ||||||||||||||
| FORMER TREASURER | $0 | $153,465 | $0 | $87,563 | $0 | $37,495 | $0 | $36,252 | $0 | $22,210 | $0 | $336,985 | $0 | $0 |
| SECOR LUCAS | ||||||||||||||
| TREASURER | $0 | $174,348 | $0 | $28,073 | $0 | $2,375 | $0 | $19,426 | $0 | $8,040 | $0 | $232,262 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| 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: BUSSELL, RACHELLE $44,873 NET FLEX PLAN CREDITS PAID TO EMPLOYEE IN CASH. $2,259 TAX INDEMNIFICATION AND GROSS-UP PAYMENTS. HART, RICHARD HENRY $67,007 NET FLEX PLAN CREDITS PAID TO EMPLOYEE IN CASH. $4,678 TAX INDEMNIFICATION AND GROSS-UP PAYMENTS. HEINRICH, KERRY L. $153,006 NET FLEX PLAN CREDITS PAID TO EMPLOYEE IN CASH. $12,819 TAX INDEMNIFICATION AND GROSS-UP PAYMENTS. PERRYMAN, MICHAEL SCOTT $62,086 NET FLEX PAN CREDITS PAID TO EMPLOYEE IN CASH. $747 TAX INDEMNIFICATION AND GROSS-UP PAYMENTS. |
| PART I, LINE 6 | LOMA LINDA UNIVERSITY MEDICAL CENTER A RELATED ORGANIZATION TO LOMA LINDA UNIVERSITY CHILDREN'S HOSPITAL FOUNDATION HAS AN INCENTIVE PLAN. PAYMENTS FOR INCENTIVE AWARDS ARE TRIGGERED ONLY IF, AMONG OTHER ESTABLISHED CRITERIA, NET INCOME EXCEEDS BUDGET BY AN ESTABLISHED PERCENTAGE. |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 5 | ContributionCnt |
| Noncash Contributions Rpt F990 | $673,600 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FAIR MARKET VALUE | MethodOfDeterminingRevenuesTxt |
Food Inventory FoodInventoryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 5 | ContributionCnt |
| Noncash Contributions Rpt F990 | $34,982 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FAIR MARKET VALUE | MethodOfDeterminingRevenuesTxt |
Other Non Cash Contri Table OtherNonCashContriTableGrp (3 entries)
| Non Cash CheckboxNonCashCheckboxInd | DescDesc | ContributionContributionCnt | Noncash Contributions Rpt F990NoncashContributionsRptF990Amt | Method Of Determining RevenuesMethodOfDeterminingRevenuesTxt |
|---|---|---|---|---|
| Yes (X) | GALA DONATED ITEMS | 14 | $117,680 | FAIR MARKET VALUE |
| Yes (X) | TOYS FOR CHILDREN | 2 | $19,508 | FAIR MARKET VALUE |
| Yes (X) | JEWELRY | 2 | $18,900 | FAIR MARKET VALUE |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | Yes (1) | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | Yes (1) | ThirdPartiesUsedInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 32B: | FormAndLineReferenceDesc |
| Explanation | 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 CHILDREN'S HOSPITAL FOUNDATION. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (11 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 2 | FAMILY RELATIONSHIPS MAY EXIST AMONG OTHER OFFICER'S, DIRECTOR'S, OR KEY EMPLOYEES OF OTHER RELATED ORGANZATIONS. THE NATURE OF THE BUSINESS RELATIONSHIP IS EMPLOYMENT. |
| FORM 990, PART VI, SECTION A, LINE 6 | THIS CORPORATION SHALL HAVE ONLY ONE MEMBER AS THE "MEMBER" IS DEFINED IN SECTION 5056 OF THE CALIFORNIA CORPORATIONS CODE. THE SOLE MEMBER OF THIS CORPORATION SHALL BE LOMA LINDA UNIVERSITY MEDICAL CENTER, A CALIFORNIA NONPROFIT RELIGIOUS CORPORATION (THE "CORPORATE MEMBER"). IN ACCORDANCE WITH SECTION 5056(C) OF THE CALIFORNIA CORPORATIONS CODE, THE CORPORATE MEMBER SHALL AUTHORIZE IN WRITING THREE (3) NATURAL PERSONS ("NATURAL PERSONS"), WHO SHALL ALSO BE TRUSTEES OF THE CORPORATE MEMBER, TO VOTE ON ITS BEHALF ON ALL MATTERS THAT MAY REQUIRE A VOTE OF THE CORPORATE MEMBER. SO LONG AS SUCH AUTHORIZATION REMAINS IN EFFECT, ALL ACTIONS TAKEN BY THE NATURAL PERSONS SHALL BE BINDING ON THE CORPORATE MEMBER. THE CORPORATE MEMBER SHALL NOTIFY THE BOARD OF DIRECTORS IN WRITING OF ANY CHANGE IN THE NATURAL PERSONS AUTHORIZED TO ACT ON ITS BEHALF. |
| FORM 990, PART VI, SECTION A, LINE 7A | A DIRECTOR MAY BE REMOVED FROM OFFICE WITH OR WITHOUT CAUSE BY A MAJORITY VOTE OF THE CORPORATE MEMBER. IN THE EVENT ONE OR MORE OF THE DIRECTORS IS SO REMOVED OR HIS OR HER OFFICE IS DECLARED VACANT, NEW DIRECTORS MAY BE ELECTED BY THE MAJORITY VOTE OF THE CORPORATE MEMBER TO FILL THE UNEXPIRED TERMS OF THE DIRECTORS WHO WERE REMOVED OR WHOSE OFFICES WERE DECLARED VACANT. |
| FORM 990, PART VI, SECTION A, LINE 7B | THE POWERS RESERVED TO THE CORPORATE MEMBER, WHICH MAY ONLY BE EXERCISED BY THE CORPORATE MEMBER UPON THE AFFIRMATIVE VOTE OF TWO OF THE THREE NATURAL PERSONS DESIGNATED TO ACT FOR THE CORPORATE MEMBER AS SET FORTH IN SECTION 4.1 ARE TO: 1) APPROVE OR RATIFY ALL CHANGES TO THE ARTICLES OF INCORPORATION OR BYLAWS OF THIS CORPORATION. 2) ELECT THE BOARD OF DIRECTORS OF THE CORPORATION. 3) REMOVE FROM OFFICE ANY DIRECTOR OF THE CORPORATION WITH OR WITHOUT CAUSE. 4) APPROVE THE EXECUTIVE DIRECTOR OF THE CORPORATION. 5) APPROVE THE ANNUAL BUDGET OF THE CORPORATION. 6) APPROVE THE POLICIES OF THE CORPORATION FOR THE SOLICITATION, INVESTMENT AND DISBURSEMENT OF FUNDS RAISED BY THE CORPORATION. 7) REQUIRE THE CORPORATION TO ESTABLISH CONTRACTING POLICIES AND GUIDELINES. 8) APPROVE MAJOR FUNDRAISING EVENTS AND ACTIVITIES OF THE CORPORATION. 9) APPROVE THE DISPOSITION OF THE CORPORATION'S ASSETS WHEN THE TRANSACTION IS NOT IN THE CORPORATIONS USUAL AND REGULAR COURSE OF BUSINESS. 10) APPROVE ANY MERGER, CONSOLIDATION, DISSOLUTION, SALE OR TRANSFER OF THE ASSETS. 11) EXERCISE SUCH OTHER RIGHTS AFFORDED CORPORATE MEMBERS UNDER THE CALIFORNIA NONPROFIT BENEFIT CORPORATION LAW. |
| FORM 990, PART VI, SECTION B, LINE 11B | THIS FORM 990 HAS BEEN REVIEWED BY INTERNAL AUDIT AND MANAGEMENT AND IS MADE AVAILABLE TO THE AUDIT COMMITTEE AND THE BOARD FOR REVIEW AND COMMENT BEFORE FILING. |
| 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), LOMA LINDA UNIVERSITY MEDICAL CENTER, PARENT ORGANIZATION, EMPLOYS AN INDEPENDENT OUTSIDE CONSULTING FIRM TO BENCHMARK COMPENSATION FOR LLUH EMPLOYEES. LOMA LINDA UNIVERSITY CHILDREN'S HOSPITAL FOUNDATION'S CEO/PRESIDENT IS 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. THIS PROCESS WAS LAST UNDERTAKEN IN DECEMBER OF 2021 FOR ALL OFFICERS OF LOMA LINDA UNIVERSITY CHILDREN'S HOSPITAL FOUNDATION. |
| FORM 990, PART VI, SECTION C, LINE 18 | FORM 990 IS AVAILABLE ON WWW.GUIDESTAR.COM. IT MAY ALSO BE OBTAINED BY SENDING A REQUEST TO THE OUR CFO AT PO BOX 2000, LOMA LINDA, CA 92354. |
| FORM 990, PART VI, SECTION C, LINE 19 | LLUCHF 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. THE FINANCIAL STATEMENTS ARE INCLUDED IN THE IRS FORM 990 WHICH IS AVAILABLE TO THE PUBLIC UPON REQUEST. |
| FORM 990, PART XI, LINE 9: | NET CHANGES IN UNRESTRICTED, TEMP., & PERMANENTLY RESTRICTED NET ASSETS 3,363. |
| FORM 990, PART XII, LN 2C | THE PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (10 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Exempt Code SectionExemptCodeSectionTxt | Public Charity StatusPublicCharityStatusTxt | Direct Controlling NADirectControllingNACd | Controlled OrganizationControlledOrganizationInd | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt |
|---|---|---|---|---|---|---|---|---|---|---|---|
| GENERAL CONFERENCE OF SEVENTH-DAY ADVENTISTS | |||||||||||
| 12501 OLD COLUMBIA PIKE | SILVER SPRING | MD | 20904 | 520643036 | CHURCH | CA | 501(C)(3) | 1 | N/A | 0 | |
| LOMA LINDA UNIVERSITY HEALTH | |||||||||||
| 11175 CAMPUS ST | LOMA LINDA | CA | 92354 | 953804495 | PARENT COMPANY | CA | 501(C)(3) | 1 | 0 | GEN'L CONFERENCE OF SEVENTH-DAY ADVENTISTS | |
| LOMA LINDA UNIVERSITY | |||||||||||
| 11145 ANDERSON ST | LOMA LINDA | CA | 92350 | 951816009 | UNIVERSITY | CA | 501(C)(3) | 2 | 0 | LOMA LINDA UNIVERSITY HEALTH | |
| LOMA LINDA MERCANTILE | |||||||||||
| PO BOX 2000 | LOMA LINDA | CA | 92354 | 953858272 | PURCHASING COMPANY | CA | 501(C)(3) | 1 | 0 | LOMA LINDA UNIVERSITY HEALTH | |
| LOMA LINDA UNIVERSITY BEHAVIORAL MEDICINE CENTER | |||||||||||
| 1710 BARTON RD | REDLANDS | CA | 92373 | 330245579 | PSYCHIATRIC HOSPITAL | CA | 501(C)(3) | 3 | 0 | LOMA LINDA UNIVERSITY HEALTH | |
| LOMA LINDA UNIVERSITY HEALTH CARE | |||||||||||
| 11175 CAMPUS ST | LOMA LINDA | CA | 92354 | 330364239 | HEALTHCARE MANAGEMENT SERVICE ORGANIZATION | CA | 501(C)(3) | 12C | 0 | LOMA LINDA UNIVERSITY HEALTH | |
| UNIVERSITY INSURANCE COMPANY OF VERMONT | |||||||||||
| 126 COLLEGE ST SUITE 400 | BURLINGTON | VT | 05401 | 030311174 | CAPTIVE INSURANCE PROVIDER | VT | 501(C)(3) | 1 | 0 | LOMA LINDA UNIVERSITY HEALTH | |
| LOMA LINDA UNIVERSITY SHARED SERVICES | |||||||||||
| 11175 CAMPUS ST | LOMA LINDA | CA | 92354 | 810661056 | SERVICE ORGANIZATION | CA | 501(C)(3) | 1 | 0 | LOMA LINDA UNIVERSITY HEALTH | |
| LOMA LINDA UNIVERSITY MEDICAL CENTER-MURRIETA | |||||||||||
| 28062 BAXTER RD | MURRIETA | CA | 92653 | 371705906 | ACUTE CARE HOSPITAL | CA | 501(C)(3) | 3 | 0 | LOMA LINDA UNIVERSITY HEALTH | |
| LOMA LINDA UNIVERSITY CHILDREN'S HOSPITAL | |||||||||||
| 11234 ANDERSON ST | LOMA LINDA | CA | 92354 | 463214504 | HOSPITAL | CA | 501(C)(3) | 3 | 0 | LOMA LINDA UNIVERSITY HEALTH | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | Yes (1) | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | 0 | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | 0 | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | 0 | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | 0 | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | 0 | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | 0 | SharingOfFacilitiesInd |
| Paid Employees Sharing | 0 | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp (2 entries)
| Transaction TypeTransactionTypeTxt | InvolvedInvolvedAmt |
|---|---|
| LOMA LINDA UNIVERSITY CHILDRENS HOSPITAL | |
| B | $381,933 |
| LOMA LINDA UNIVERSITY MEDICAL CENTER | |
| B | $816,520 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE R, PART V | FormAndLineReferenceDesc |
| Explanation | LOMA LINDA UNIVERSITY MEDICAL CENTER IS THE SOLE MEMBER IN LOMA LINDA UNIVERSITY CHILDREN'S HOSPITAL FOUNDATION. | ExplanationTxt |
Comments