2023-05-10T20:12:05-05:00 2022-06-30 990 2021-07-01 371705906 LOMA LINDA UNIVERSITY MED CNTR-MURRIETA LOMA 9095584000 PO BOX 926 FINANCE LOMA LINDA CA 92354 ANGELA LALAS CFO 9095584000 2023-05-09 ANGELA LALAS 999009999 3 AAL1 IAL1 2021 2023-04-26 12:10:37Z ANGELA LALAS 11234 ANDERSON ST LOMA LINDA CA 92563 307545421 0 1071 X WWW.LLUMCMURRIETA.ORG X 2012 CA PROVIDE MEDICAL & HEALTH CARE SERVICES TO THE COMMUNITY. 38 27 1579 145 418235 0 15490436 3371182 259703811 301860928 109835 140781 379442 418235 275683524 305791126 0 2500 0 0 132879958 163840683 0 0 598432 143442226 156821459 276322184 320664642 -638660 -14873516 352927029 330157108 515366948 497114562 -162439919 -166957454 X OUR MISSION IS TO CONTINUE THE TEACHING AND HEALING MINISTRY OF JESUS CHRIST 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 247513538 2500 301860928 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 OUR SERVICE COMMUNITY, THE UNREIMBURSED VALUE OF PROVIDING CARE TO THOSE WHO ARE UNABLE TO AFFORD HEALTH CARE, IS $1,177,286 FOR FISCAL YEAR ENDING JUNE 30, 2022.INPATIENT SERVICES WERE PROVIDED TO 11,438 PATIENTS AND INCLUDED THE FOLLOWING SERVICES: 1,605 BABIES DELIVERED 2,124 SURGERIES PERFORMED117,826 RADIOLOGY PROCEDURES PERFORMED 1,612 CARDIAC CATHERIZATIONS AND OTHER PROCEDURESOUTPATIENT SERVICES INCLUDE THE FOLLOWING SERVICES AS A PARTIAL REPORT OF TOTAL SERVICES PERFORMED"53,607 EMERGENCY ROOM VISITS 2,248 OUTPATIENT SURGERIES PERFORMED186,561 RADIOLOGY PROCEDURES PERFORMED 2,831 HYPERBARIC OXYGEN THERAPY & WOUND CARE TREATMENTS 4,890 RADIATION ONCOLOGY TREATMENTS 1,310 OUTPATIENT REHABILITATION SERVICES 1,885 CADIAC CATHERIZATIONS AND OTHER PROCEDURESIN ADDITION TO THE SERVICES WE PROVIDED, PLEASE REFER TO SCHEDULE H, PART VI SUPPLEMENTAL INFORMATION FOR MORE INFORMATION ON OUR COMMUNITY SERVICE AREA, COMMUNITY NEEDS ASSESSMENT & IMPLEMENTATION STRATEGY. 247513538 1 1 0 0 0 0 0 0 0 0 1 0 0 1 1 1 0 1 0 0 0 0 0 0 0 0 1 1 0 0 1 0 0 0 0 0 0 1 0 1 0 0 0 0 1 0 0 0 1 0 0 1579 1 1 1 0 0 0 0 0 0 0 0 0 0 0 X 38 27 1 1 0 0 1 1 1 1 1 0 0 1 1 1 1 1 1 1 1 0 CA X LEW MOWERY VP FINANCE 9095584000 197 E CAROLINE ST STE 2100 SAN BERNARDINO CA 92408 X BEARDSLEY-HARDY LISA TRUSTEE 0.50 X 0 0 0 CHANG SHIRLEY TRUSTEE 0.50 X 0 0 0 CHINNOCK RICHARD TRUSTEE 0.50 X 0 397000 41000 CHRISPENS JERE TRUSTEE 0.50 X 0 0 0 COLON WILFREDO TRUSTEE 0.50 X 0 0 0 MOORHEAD SHERYL TRUSTEE 0.50 X 0 0 0 FILLER STEVEN TRUSTEE 0.50 X 0 0 0 GRAHAM RICARDO TRUSTEE 0.50 X 0 0 0 HARRIS WAYNE TRUSTEE 0.50 X 0 0 0 HART RICHARD HENRY PRESIDENT 1.00 50.00 X X 0 609433 79514 HEGSTAD DOUGLAS TRUSTEE 0.50 X 0 475225 41000 HEINRICH KERRY CEO UNTIL 11/29/21 1.00 50.00 X X 0 1459022 100160 CRAIG CARLOS TRUSTEE 0.50 X 0 0 0 JOHNSON MARK TRUSTEE 0.50 X 0 0 0 KIDDER MELISSA TRUSTEE 0.50 X 0 0 0 LANDLESS PETER TRUSTEE 0.50 X 0 0 0 LEMON ROBERT TRUSTEE 0.50 X 0 0 0 LEMON THOMAS TRUSTEE 0.50 X 0 0 0 MARTIN ROBERT TRUSTEE 0.50 X 0 1035819 42000 MINOR PATRICK TRUSTEE 0.50 X 0 0 0 DOUGLAS PAUL TRUSTEE 0.50 X 0 0 0 NEWTON BRADFORD TRUSTEE 0.50 X 0 0 0 PEVERINI RICARDO TRUSTEE 0.50 X 0 720000 41000 PRESTOL-PUESAN JUAN TRUSTEE 0.50 X 0 0 0 REINER SCOTT TRUSTEE 0.50 X 0 0 0 RUCKLE HERBERT TRUSTEE 0.50 X 0 727750 42500 SHIM EUNMEE TRUSTEE 0.50 X 0 0 0 SMITH RON TRUSTEE 0.50 X 0 0 0 TREVINO MAX TRUSTEE 0.50 X 0 0 0 WILSON TED TRUSTEE 0.50 X 0 0 0 BRYANT G ALEXANDER TRUSTEE 0.50 X 0 0 0 KOHLER ERTON TRUSTEE 0.50 X 0 0 0 WOODRUFF ROGER TRUSTEE 0.50 X 0 0 0 WRIGHT TREVOR G CEO AS OF 12/13/21 15.00 35.00 X X 0 1097912 106061 HOUMANN LARS TRUSTEE 0.50 X 0 0 0 SARRAFIAN ZAREH TRUSTEE 0.50 X 0 0 0 THOMAS TAMARA TRUSTEE, DEAN LLU SOM 0.50 X 0 630377 70478 BAKER PETER SENIOR VP ADMIN 1.00 50.00 X 0 772410 92185 HANNA MYRNA LEE CORP SECRETARY 1.00 50.00 X 0 180861 35482 HUBBARD MARK LEE ASST CORP SECRETARY 1.00 50.00 X 0 976931 86913 HUGGINS L ORLANDO ASST CORP SECRETARY 1.00 50.00 X 0 196397 34214 LALAS ANGELA M CFO 1.00 50.00 X 0 1106547 99075 HENDERSON WHITNEY ASST CORP SECRETARY 1.00 50.00 X 0 151338 26988 SODERBLOM ALAN SVP FINANCE 25.00 25.00 X 0 567623 83160 SOUBIROUS LINDA LEE CNO 50.00 X 0 357342 46384 EDWARDS LYNDON COO 12/13/21 25.00 25.00 X 0 390904 60695 JEAN-MARIE JONATHAN SVP-ADMINISTRATOR 50.00 X 0 521630 81615 BOOTHBY ROBERT L EXEC DIR-INPATIENT SVCS 50.00 X 161865 0 41194 LENO SONDRA VP REVENUE CYCLE 0.50 49.50 X 0 452060 56985 TOVAR RENE AVP CLINICAL OPERATIONS 50.00 X 252798 0 43855 MATUS SARAH VP HOSPITAL OPERATIONS 25.00 25.00 X 0 284180 38020 STAPLES-EVANS HELEN SVP PATIENT SERVICES 17.00 33.00 X 0 620442 65429 VINH LONG DIRECTOR-PHARMACY 50.00 X 273660 0 0 LABARDARICHARD ERCILLA CLINICAL NURSE B-INPATIENT 50.00 X 371407 0 0 ARELLANO JASON T RN-OR/SURGERY 50.00 X 278398 0 0 CASAS ISIDRO RN CATH LAB 50.00 X 271991 0 0 GRANADASHARON S RN-CRITICAL CARE RES TEAM 50.00 X 297376 0 0 HADLEY HENRY ROGER FORMER TRUSTEE 0.00 50.00 X 0 345965 53991 1907495 14077168 1509898 7 1 1 0 LOMA LINDA MERCANTILE PO BOX 926 LOMA LINDA CA 92354 SUPPLIER OF PRODUCTS & SERVICES 99907099 LOMA LINDA UNIVERSITY MEDICAL CENTER 11234 ANDERSON STREET LOMA LINDA CA 92350 MEDICAL SERVICES 64246251 LOMA LINDA UNIVERSITY SHARED SERVICES 197 CAROLINE ST SAN BERNARDINO CA 92408 SUPPORT SERVICES 22270773 LOMA LINDA UNIVERSITY HEALTH 11175 CAMPUS ST CSP 11006 LOMA LINDA CA 92354 SUPPORT & INSURANCE 12138394 LOMA LINDA UNVERSITY CHILDREN'S HOSPITAL 11234 ANDERSON STREET LOMA LINDA CA 92354 MEDICAL SERVICES 397853 5 99 3336602 34481 33230 3371182 PATIENT SERVICE REVENUE 622110 276046698 276046698 PROVIDER FEE REVENUE 622110 22209275 22209275 OTHER PROGRAM SERVICE REVENUE 622110 3604955 3604955 301860928 140781 140781 2172530 1754295 418235 418235 305791126 301860928 418235 140781 2500 2500 1548979 1548979 125199973 118523050 6676923 4561654 4318381 243273 24858827 23533104 1325723 7671250 6961087 710163 1308276 109864 1198412 17414 11730 5684 31600 31600 13237804 12047508 1190296 36704 7692 29012 5656035 2193871 3462164 7488942 386560 7102382 29192008 273497 28918511 43671 28332 15339 71168 13409 57759 3545919 2518744 1027175 2430338 1726322 704016 2827793 2032257 795536 MEDICAL SUPPLIES 54689691 53377178 1312513 PURCHASED SERVICES 21499134 7281818 13618884 598432 PROVIDER FEE EXPENSES 9885027 9885027 OTHER 2462813 76676 2386137 2397122 2204931 192191 320664642 247513538 72552672 598432 5213458 6033061 22781552 17737427 69488085 77805575 6464834 6248941 609392 1954028 101626321 73524218 30543191 28102103 217826517 192275973 352927029 330157108 30049697 39515624 19694663 196280 13844221 13705929 71166066 46433615 6031396 10067575 374580905 387195539 515366948 497114562 X -162435319 -166963404 -4600 5950 -162439919 -166957454 352927029 330157108 X -14873516 -337267 -5775 10699023 X X 0 1 X 1 1 1 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 9963264 9963264 7906757 611452 7295305 9356731 3885631 5471100 53493793 48279170 5214623 20905776 20747965 157811 28102103 DEFERRED AFFILIATE OBLIGATION 18987572 OTHER LONG-TERM ASSETS -2976720 OPERATING LEASE ROU ASSETS 175017062 FINANCE LEASED ASSETS 1248059 192275973 DUE TO SPECIFIC PURPOSE FUND 44219 NOTE PAYABLE - LLU-RELATED PARTY - UNSECURED 81981613 RELATED PARTY PAYABLES 103970555 OPERATING LEASE LIABILITY 198658853 RISK MGMT TRUST SELF-INSURANCE 1908630 FINANCE LEASE LIABILITY 630779 OTHER 890 387195539 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, 2022 AND JUNE 30, 2021. 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, 2022 OR JUNE 30, 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 EXAMINATIONS PRIOR TO 2017 IN MAJOR JURISDICTIONS. 1 1 X 1 X 1 X 1 1 0 1 1 1177286 1177286 0.00370 77876062 50763063 27112999 0.08460 79053348 50763063 28290285 0.08830 4 165 10116 10116 0.00000 4 165 10116 10116 0.00000 4 165 79063464 50763063 28300401 0.08830 659 40462 40462 0.00010 659 40462 40462 0.00010 1 17672962 2921044 52178664 179515663 -127336999 X 1 1 1 1 LOMA LINDA UNIVERSITY MED CTR-MURRIETA 28062 BAXTER ROAD MURRIETA CA 92563 WWW.LLUMCMURRIETA.ORG 550001535 X X X X SHORT-TERM ACUTE, ER 24 HOURS, NICU LOMA LINDA UNIVERSITY MED CNTR-MURRIETA 0 0 1 X X X X X X X X X X 19 1 1 1 1 X HTTPS://MURRIETA.LLUH.ORG/ REFER TO SCHEDULE H SUPPLEMENTAL INFORMATION X X 1 19 1 REFER TO SCHEDULE H SUPPLEMENTAL INFORMATION 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 MED CNTR-MURRIETA 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 MED CNTR-MURRIETA PART V, SECTION B, LINE 5: THE 2019 CHNA SUPPORTING THE FY 20, 21 & 22 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 MED CNTR-MURRIETA 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 BEHAVIORAL MEDICINE CENTER (EIN: 33-0245579); LOMA LINDA UNIVERSITY MEDICAL CENTER MURRIETA (EIN: 37-1705906).LLUH DID NOT CONDUCT THE 2019 ASSESSMENT WITH OTHER NON-AFFILIATED 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 MED CNTR-MURRIETA PART V, SECTION B, LINE 6B: THREE ORGANIZATIONS WERE PARTNERED WITH LLUH ON THE 2019 CHNA: -EL SOL NEIGHBORHOOD EDUCATION CENTER (SAN BERNARDINO COUNTY)-COPE: CONGREGATIONS FOR PROPHETIC ENGAGEMENT (SAN BERNARDINO COUNTY)- FIND FOOD BANK (COACHELLA VALLEY, RIVERSIDE COUNTY) LOMA LINDA UNIVERSITY MED CNTR-MURRIETA 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-CENTER-MURRIETACHNA WEBSITE: HTTPS://LLUH.ORG/ABOUT-US/COMMUNITY-BENEFIT/REPORTS-AND-RESOURCES LOMA LINDA UNIVERSITY MED CNTR-MURRIETA PART V, SECTION B, LINE 11: REFER TO SCHEDULE H SUPPLEMENTAL INFORMATION LOMA LINDA UNIVERSITY MED CNTR-MURRIETA PART V, SECTION B, LINE 13B: NUMBER OF FAMILY MEMBERS LOMA LINDA UNIVERSITY MED CNTR-MURRIETA 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-M USES FPG TO DETERMINE ELIGIBILITY FOR PROVIDING DISCOUNTED CARE TO LOW INCOME INDIVIDUALS. PART I, LINE 6A: LLUH, ON BEHALF OF LLUMC-M, SUBMITS AN ANNUAL COMMUNITY BENEFIT REPORT TO OSHPD. PART I, LINE 7: WE USE THE WORKSHEETS AVAILABLE IN THE INSTRUCTION SECTION OF SCHEDULE H TO DERIVE THE AMOUNTS REPORTED IN THIS SECTION.PART I, LINE 7, COLUMN E: HEALTH PROFESSIONALS EDUCATION AND RESEARCH-$0PART I, LINE 7: MEDICAL CARE SERVICES-$28,290,284; COMMUNITY HEALTH IMPROVEMENT-$50,578PART III, LINE 3: BAD DEBT-$2,921,044PART 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 ON LOMA LINDA UNIVERSITY MEDICAL CENTER-MURRIETA - COMMUNITY HEALTH BENEFIT SELECTED PROGRAM HIGHLIGHTS PART III, LINE 2: IN FY19, LLUMC-M ADOPTED THE NEW REVENUE STANDARD USING 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 FY2020 LLUMC'S COMBINED FINANCIAL STATEMENTS, PAGE 14-17, NOTES TO COMBINED FINANCIAL STATEMENTS. PART III, LINE 3: ESTIMATED AMOUNT OF BAD DEBT EXPENSE REPORTED FOR PATIENTS ELIGIBLE UNDER LLUMC'S FINANCIAL ASSITANCE POLICY IS DERIVED BY DEVELOPING A COST-TO-CHARGE RATIO OF 19.3% (ADJUSTED PATIENT CARE COSTS/GROSS PATIENT CHARGES) AND MUPLTIPLYING AGAINST BAD DEBT EXPENSE. LLUCH'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 THE FY2022 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-M STRIVES TO MEET THE HEALTH CARE NEEDS OF PATIENTS IN ITS GEOGRAPHIC SERVICE AREA. THE FIRST AND FOREMOST RESPOSIBILITY OF LLUMC-M 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-M 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: THE COMMUNITY HEALTH NEEDS ASSESSMENT 2019 AS THE BASELINE FOR 2020-2022 IMPLEMENTATION STRATEGY: IN 2019, 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 1060 COMMUNITY MEMBERS AND DATA FROM THE LLUH PATIENT POPULATION; TO CONDUCT COMMUNITY CONVERSATIONS IN BOTH ENGLISH AND SPANISH (FOCUS GROUPS) WITH OVER 200 COMMUNITY MEMBERS; AND TO SURVEY 74 FAMILIES ON CHILDREN'S HEALTH. SEVENTY-NINE PERCENT OF THE PEOPLE WHO PARTICIPATED IN THE EXTENSIVE SURVEY EFFORT WERE FROM HOUSEHOLDS LIVING ON $50,000 A YEAR OR LESS, WITH 44% 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 4.85 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. OVER AND OVER AGAIN, THE DIFFICULTIES PEOPLE FACE DAY-TO-DAY IN AFFORDING THE ESSENTIALS AND BY THE EXPERIENCE OF POVERTY WERE ECHOED AS PEOPLE SHARED THE CHALLENGES WITH COST OF LIVING IN OUR REGION. THE TRIPLE IMPACT OF THE NEED FOR JOBS, AFFORDABILITY OF HOUSING, AND THE ABILITY TO AFFORD HEALTHY FOODS EXPERIENCED BY COMMUNITY MEMBERS MOVED POVERTY AND ACCESS TO ESSENTIALS TO THE TOP OF THE AREAS OF GREATEST NEED REPRESENTING A CLUSTER OF THE FOLLOWING: INCOME INSECURITY (OR THE NEED FOR JOBS), FOOD INSECURITY, AND AFFORDABLE HOUSING OR HOUSING INSECURITY. THE POPULATION DATA FROM LLUH & SAC HEALTH SYSTEM, AN FQHC PARTNER IN LLUH'S COMMUNITY HEALTH INVESTMENT STRATEGY, PROVIDED SUMMARY DATA ON THE TOP HEALTH NEEDS OF SOME OF THE MOST VULNERABLE POPULATIONS IN OUR REGION. FROM THE TWO SYSTEMS DATA, THE TRENDS INDICATE THAT THE CHRONIC DISEASE BURDEN IN LOWER INCOME POPULATIONS IN OUR COMMUNITY FORM A SET OF HEALTH CONDITIONS COLLECTIVELY REFERRED TO AS "LIFESTYLE DISEASE." GIVEN THE CORRELATION BETWEEN POVERTY, ACCESS TO CARE, AND THE PREVALENCE OF REDUCED OR POOR HEALTH DUE TO CHRONIC STRESS AT THE LOWER END OF THE SOCIOECONOMIC SPECTRUM, THE TOP HEALTH CONDITIONS PEOPLE ARE STRUGGLING IN OUR REGION ARE COLLECTIVELY REFERRED TO LIFESTYLE DISEASES WHERE THE SOCIAL DETERMINANTS OF HEALTH CONTRIBUTE TO HIGHER PREVALENCE RATES: ASTHMA, BEHAVIORAL HEALTH, CARDIOVASCULAR DISEASE, HYPERTENSION, AND OBESITY. IN ADDITION TO ACCESS TO CARE, A CORE FOCUS AREA OF COMMUNITY BENEFIT INVESTMENT STRATEGIES ON BEHALF OF THE MOST VULNERABLE, CONCERNS IN THE COMMUNITY OVER BEHAVIORAL HEALTH (INCLUDING SUBSTANCE USE) WAS BY FAR THE TOP RATED HEALTH CONCERNS OF THE COMMUNITY ACROSS ALL AGE GROUPS. ADDITIONALLY, THE PREVALENCE OF ISOLATION EXPERIENCED BY COMMUNITY MEMBERS WAS AN UNEXPECTED NEED IDENTIFIED: 1 IN 3 ADULTS WHO PARTICIPATED IN SURVEYS REPORTED FEELING ISOLATED. FINALLY, THE REMAINING AREA OF GREATEST NEED IDENTIFIED DUE TO THE AGGREGATION OF THE FINDINGS WAS THE NEED FOR SAFE PLACES TO PLAY FOR CHILDREN IN GREEN SPACES. OVER AND OVER AGAIN, COMMUNITY MEMBERS SHARED A LACK OF ACCESS TO SAFE GREEN SPACES WHERE FAMILIES AND ESPECIALLY CHILDREN COULD EXERCISE AND BE IN COMMUNITY WITH ONE ANOTHER. CRIME, LACK OF INFRASTRUCTURE, AND/OR LACK OF ACCESS DUE TO GEOGRAPHY WERE THE TOP REASONS WHY MANY COMMUNITIES LACK BASIC ACCESS TO SAFE GREEN SPACES WHERE FAMILIES AND ESPECIALLY CHILDREN COULD EXERCISE AND BE IN COMMUNITY WITH ONE ANOTHER. CRIME, LACK OF INFRASTRUCTURE, AND/OR LACK OF ACCESS DUE TO GEOGRAPHY WERE THE TOP REASONS WHY MANY COMMUNITIES LACK BASIC ACCESS. PART VI, LINE 3: AT THE TIME OF REGISTRATION, PATIENTS WHO ARE UNINSURED AND UNDERINSURED ARE PROVIDED INFORMATION ABOUT GOVERNMENT HEALTHCARE PROGRAMS. PATIENTS ALSO ARE ORALLY INFORMED OF THEIR RIGHT TO REQUEST CHARITY ASSISTANCE. SIGNS ARE DISPLAYED IN THE PATIENT BUSINESS OFFICE, PATIENT REGISTRATION AREAS AND THE EMERGENCY ROOM IN MULTIPLE LANGUAGES INFORMING PATIENTS OF THIS RIGHT AS WELL. THE HOSPITAL ALSO PROVIDES A BROCHURE DURING THE REGISTRATION PROCESS THAT EXPLAINS THE HOSPITAL BILLING AND COLLECTION PROCEDURES, AND HOW TO REQUEST FINANCIAL ASSISTANCE. IN ADDITION, SELF-PAY BILLING STATEMENTS SENT TO PATIENTS CONTAIN INFORMATION ON HOW TO REQUEST FINANCIAL ASSISTANCE. 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 4.6 MILLION PEOPLE AND IS THE 3RD MOST POPULOUS METROPOLITAN AREA IN THE STATE OF CALIFORNIA AND THE 13TH MOST POPULOUS METROPOLITAN AREA IN THE UNITED STATES. THE TWO COUNTIES ARE HOME TO SOME OF THE MOST DIVERSE PEOPLE IN CALIFORNIA, WITH HISPANIC POPULATIONS NOW 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 41ST OUT OF 58 COUNTIES IN CALIFORNIA IN TERMS OF HEALTH FACTORS WHILE RIVERSIDE RANKS 35TH. DESPITE THE CHALLENGE, LLUH BELIEVES THAT OUR COMMUNITY IS RESILIENT AND WITH OUR COMMUNITY PARTNERS, WE ARE ADDRESSING POVERTY THROUGH WORKFORCE DEVELOPMENT AND HEALTH & WELLNESS. WITH A TOTAL OF 249,000 CONFIRMED CASES AS OF THE TIME OF THIS REPORT, AND OVER 2,800 DEATHS DUE TO COVID-19 ACROSS SAN BERNARDINO AND RIVERSIDE COUNTIES, THE PANDEMIC HAS A 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. THE MOST GREATLY IMPACTED BY THE LACK OF ACCESS TO FOOD HAS BEEN MINORITY POPULATIONS AND FAMILIES WITH CHILDREN. UNEMPLOYMENT IN SAN BERNARDINO AND RIVERSIDE COUNTIES REACHED A PEAK OF 15% LEAVING 300,000 PEOPLE WITHOUT WORK, A SIGNIFICANT INCREASE FROM THE PREVIOUS, PRE-PANDEMIC RATE OF 4%. HOWEVER, UNEMPLOYMENT RATES IN THE REGION HAVE SINCE BEEN RECOVERING SLOWLY BUT STEADILY (AS OF OCTOBER 2020, THE UNEMPLOYMENT RATE IS AT 9%). LESS 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. ADDITIONALLY, ISOLATION, WHICH HAD ALREADY BEEN IDENTIFIED AS A GREAT NEED OF OUR COMMUNITY BEFORE THE SPREAD OF COVID-19, HAS BECOME EVEN MORE OF A CHALLENGE DUE TO PHYSICAL DISTANCING MEASURES AND A LACK OF ACCESS TO TECHNOLOGY. AS THE REGIONAL ACADEMIC, QUATERNARY, AND SPECIALTY CARE PROVIDER, LLUH SERVICE REGION COVERS ALMOST ONE QUARTER OF THE GEOGRAPHIC LANDMASS OF THE STATE OF CALIFORNIA, ESPECIALLY WHEN ACCOUNTING FOR THE SERVICE REGION OF CHILDREN'S HOSPITAL INTO INYO AND MONO COUNTIES. IN ADDITION TO THE 4.6 MILLION RESIDENTS OF THESE TWO COUNTIES, IT IS ESTIMATED DUE TO SEASONAL AGRICULTURAL WORK THAT THERE ARE ESTIMATED TO BE 296,000 IMMIGRANTS WHO ARE UNDOCUMENTED IN OUR TWO COUNTIES, WITH LLUH AS THE REGIONAL SAFETY-NET PROVIDER FOR ALL PEOPLE. IN 2019, LLUH HOSPITALS TREATED 53,455 PEOPLE IN OUR HOSPITALS, WITH 1.8 MILLION PEOPLE IN THE OUTPATIENT SYSTEM WITH 135,603 OF THOSE OUTPATIENT VISITS TO OUR EMERGENCY DEPARTMENTS AS A LEVEL-1 TRAUMA CENTER. PART VI, LINE 5: LLUH HAS A CENTRALIZED COMMUNITY BENEFIT MODEL MANAGED BY AN INSTITUTE DEVOTED TO PROMOTING COMMUNITY HEALTH WITH PUBLIC HEALTH EXPERTISE: 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 2006, 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 FOUR 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 UNDERREPRESENTED MINORITY 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 4 HOSPITALS, A UNIVERSITY, AND A FACULTY MEDICAL GROUP; COLLECTIVELY PLAYING AN ACTIVE ROLE IN PROMOTING THE HEALTH OF OUR 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 X X 1 1 X X 0 1 0 0 0 0 1 0 0 HEINRICH KERRY CEO UNTIL 11/29/21 0 800585 0 470130 0 188307 0 43372 0 56788 0 1559182 0 0 LALAS ANGELA M CFO 0 662000 0 306363 0 138184 0 41201 0 57874 0 1205622 0 0 WRIGHT TREVOR G CEO AS OF 12/13/21 0 685907 0 288073 0 123932 0 44224 0 61837 0 1203973 0 0 MARTIN ROBERT TRUSTEE 0 755000 0 257897 0 22922 0 34800 0 7200 0 1077819 0 0 HUBBARD MARK LEE ASST CORP SECRETARY 0 484769 0 173717 0 318445 0 43287 0 43626 0 1063844 0 0 BAKER PETER SENIOR VP ADMIN 0 466115 0 148858 0 157437 0 40236 0 51949 0 864595 0 0 RUCKLE HERBERT TRUSTEE 0 500000 0 222000 0 5750 0 34800 0 7700 0 770250 0 0 PEVERINI RICARDO TRUSTEE 0 495000 0 225000 0 0 0 34800 0 6200 0 761000 0 0 THOMAS TAMARA TRUSTEE, DEAN LLU SOM 0 509723 0 0 0 120654 0 36781 0 33697 0 700855 0 0 HART RICHARD HENRY PRESIDENT 0 505861 0 0 0 103572 0 36598 0 42916 0 688947 0 0 STAPLES-EVANS HELEN SVP PATIENT SERVICES 0 405742 0 134091 0 80609 0 36679 0 28750 0 685871 0 0 SODERBLOM ALAN SVP FINANCE 0 397419 0 109840 0 60364 0 36284 0 46876 0 650783 0 0 JEAN-MARIE JONATHAN SVP-ADMINISTRATOR 0 376842 0 85064 0 59724 0 36120 0 45495 0 603245 0 0 HEGSTAD DOUGLAS TRUSTEE 0 416667 0 50225 0 8333 0 34800 0 6200 0 516225 0 0 LENO SONDRA VP REVENUE CYCLE 0 312577 0 85872 0 53611 0 30951 0 26034 0 509045 0 0 EDWARDS LYNDON COO 12/13/21 0 283461 0 75456 0 31987 0 27081 0 33614 0 451599 0 0 CHINNOCK RICHARD TRUSTEE 0 347500 0 45000 0 4500 0 34800 0 6200 0 438000 0 0 LABARDARICHARD ERCILLA CLINICAL NURSE B-INPATIENT 363287 0 1500 0 6620 0 27383 0 22755 0 421545 0 0 0 SOUBIROUS LINDA LEE CNO 0 244038 0 65234 0 48070 0 32605 0 13779 0 403726 0 0 HADLEY HENRY ROGER FORMER TRUSTEE 0 276153 0 0 0 69812 0 32451 0 21540 0 399956 0 0 ARELLANO JASON T RN-OR/SURGERY 267259 0 9117 0 2022 0 27520 0 22754 0 328672 0 0 0 GRANADASHARON S RN-CRITICAL CARE RES TEAM 286652 0 1500 0 9224 0 24050 0 1854 0 323280 0 0 0 VINH LONG DIRECTOR-PHARMACY 222806 0 41414 0 9440 0 26315 0 22758 0 322733 0 0 0 MATUS SARAH VP HOSPITAL OPERATIONS 0 183429 0 35528 0 65223 0 24484 0 13536 0 322200 0 0 CASAS ISIDRO RN CATH LAB 266296 0 1653 0 4042 0 22381 0 22752 0 317124 0 0 0 TOVAR RENE AVP CLINICAL OPERATIONS 214534 0 37777 0 487 0 21101 0 22754 0 296653 0 0 0 HUGGINS L ORLANDO ASST CORP SECRETARY 0 144094 0 30200 0 22103 0 20678 0 13536 0 230611 0 0 HANNA MYRNA LEE CORP SECRETARY 0 126637 0 31382 0 22842 0 19114 0 16368 0 216343 0 0 BOOTHBY ROBERT L EXEC DIR-INPATIENT SVCS 137462 0 23925 0 478 0 17493 0 23701 0 203059 0 0 0 HENDERSON WHITNEY ASST CORP SECRETARY 0 102863 0 24489 0 23986 0 17285 0 9703 0 178326 0 0 PART I, LINE 1A LOMA LINDA UNIVERSITY MEDICAL CENTER-MURRIETA (LLUMC-M) SENIOR EXECUTIVES ARE EMPLOYED BY LOMA LINDA UNIVERSITY HEALTH (LLUH). 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-M'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. ALL EMPLOYEES RECEIVE THIS BENEFIT. THE TAXABLE COST OF THIS BENEFIT IS INCLUDED IN THE EMPLOYEE'S W-2. LLUH BENEFITS FOR HOUSING ALLOWANCE. IF USED, THE TAXABLE COST OF THIS BENEFIT IS INCLUDED IN THE EMPLOYEE'S W-2. PART I, LINE 3 PLEASE SEE EXPLANATION FOR PART VI, SECTION B, LINE 15 THAT IS LISTED UNDER SCHEDULE O. PART I, LINE 4B PART I LINE 4B-THE FOLLOWING EMPLOYEES PARTICIPATED IN, AND RECEIVED PAYMENT FROM, A SUPPLEMENTAL NONQUALIFIED RETIREMENT PLAN: SERP FUNDING PAID TO EMPLOYEE IN CASH: - HUBBARD, MARK LEE: 224,020 NET FLEX PLAN CREDITS PAID TO EMPLOYEE IN CASH: - BAKER, PETER J.: 61,106 - HADLEY, HENRY ROGER: 27,023 - HART, RICHARD HENRY: 82,198 - HEINRICH, KERRY L.: 152,672 - HUBBARD, MARK LEE: 63,454 - LALAS, ANGELA M: 123,172 - LENO, SONDRA: 35,804 - SODERBLOM, ALAN B.: 45,082 - SOUBIROUS, LINDA: 30,263 - WRIGHT, TREVOR: 104,185 - THOMAS, TAMARA: 88,841 - STAPLES-EVANS, HELEN: 54,037 -EDWARDS, LYNDON, 65,833 -JEAN-MARIE, JONATHAN 34,572 TAX INDEMNIFICATION AND GROSS-UP PAYMENTS: - BAKER, PETER J.: 1,293 - HADLEY, HENRY ROGER: 14,618 - HART, RICHARD HENRY: 4,678 - HEINRICH, KERRY L.: 11,504 - HUBBARD, MARK LEE: 8,743 - LALAS, ANGELA M.: 1,928 - LENO, SONDRA: 3,287 - SODERBLOM, ALAN B.: 2,141 - SOUBIROUS, LINDA: 3,287 - WRIGHT, TREVOR: 4,167 - THOMAS, TAMARA: 9,571 - STAPLES-EVANS, HELEN: 7,262 - EDWARDS, LYNDON: 5,748 - JEAN-MARIE, JONATHAN: 904 HOUSING ALLOWANCE OR RESIDENCE: -JEAN-MARIE, JONATHAN: 12,000 EMPLOYER CONTRIBUTIONS/PAYMENTS FOR ELECTIVE BENEFITS (INCLUDES VESTED AND FORFEITED BENEFITS FUNDED IN PRIOR YEARS): - NONE PART I, LINE 6 LLUH HAS AN INCENTIVE PLAN. PAYMENTS FOR INCENTIVE AWARDS ARE TRIGGERED ONLY IF, AMONG OTHER ESTABLISHED CRITERIA, NET INCOME EXCEEDS BUDGET BY AN ESTABLISHED PERCENTAGE. REFER TO STATEMENT FAMILY EMPLOYMENT 0 FORM 990, SCHEDULE L THE ORGANIZATION HAS EMPLOYEES WHO ARE RELATED AND THE NATURE OF THE RELATIONSHIP IS EMPLOYMENT. X MEALS & SNACKS PROVIDED 13 15924 FAIR MARKET VALUE X INFANT BLANKETS, HATS, QUILTS, FACEMASK, EARSAVERS 14 14476 FAIR MARKET VALUE X KITS, DIVERSIONARY 7 2830 FAIR MARKET VALUE 0 0 0 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 3 DELEGATION IS PER THE BY-LAWS OF THE CORPORATION. DELEGATION IS ADMINISTERED THEREOF. FORM 990, PART VI, SECTION A, LINE 6 THE HOSPITAL (LLUMC-M) IS ORGANIZED AS A NOT-FOR-PROFIT RELIGIOUS CORPORATION. THE SOLE CORPORATE MEMBER OF LLUMC-M PURSUANT TO SECTION 9310 OF THE CALIFORNIA NONPROFIT RELIGIOUS CORPORATION LAW IS 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 THE HOSPITAL BYLAWS DEFINE ITS BOARD OF TRUSTEES TO BE THE SAME INDIVIDUALS WHO ARE MEMBERS OF THE LOMA LINDA UNIVERSITY MEDICAL CENTER BOARD OF TRUSTEES. LLUH, A CALIFORNIA NOT-FOR-PROFIT RELIGIOUS CORPORATION, IS THE SOLE CORPORATE MEMBER OF THE HOSPITAL. FORM 990, PART VI, SECTION A, LINE 7B DECISIONS OF GOVERNING BOARD APPROVAL THE SOLE CORPORATE MEMBER, LLUH, MUST APPROVE ALL CHANGES TO THE ARTICLES OF INCORPORATION AND BYLAWS. FORM 990, PART VI, SECTION B, LINE 11B FORM 990 IS 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) EMPLOYS AN INDEPENDENT OUTSIDE CONSULTING FIRM TO BENCHMARK COMPENSATION FOR LLUH EMPLOYEES, INCLUDING THE CEO AND TOP MANAGEMENT. 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 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, LLUBMC MANAGEMENT, THROUGH THE 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 2021 FOR ALL OFFICERS OF LOMA LINDA UNIVERSITY MEDICAL CENTER-MURRIETTA, INC. FORM 990, PART VI, SECTION C, LINE 18 THE IRS FORM 990 IS AVAILABLE ON WWW.GUIDESTAR.ORG AND MAY ALSO BE OBTAINED BY MAKING A REQUEST TO THE CFO AT 11234 ANDERSON ST., LOMA LINDA, CA 92354. FORM 990, PART VI, SECTION C, LINE 19 THE HOSPITAL DOES NOT MAKE ITS GOVERNING DOCUMENTS PUBLICLY AVAILABLE BEYOND REQUIRED REQUIRED FILINGS OF ARTICLES OF INCORPORATION WITH THE SECRETARY OF STATE. THE HOSPITAL DOES MAKE ITS CONFLICT OF INTEREST POLICY AVAILABLE ON THE ORGANIZATION'S INTERNAL WEBSITE FOR EMPLOYEES AND FILES MONTHLY/QUARTERLY SUMMARY FINANCIAL REPORTS WITH THE STATE HEALTH-PLANNING AGENCY. 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 XI, LINE 9: TRANSFER FROM AFFILIATES 10,699,023. 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 FY2021 COMBINED FINANCIAL STATEMENT AUDIT OF LOMA LINDA UNIVERSITY MEDICAL CENTER AND ITS AFFILIATES (WHICH ENCOMPASSES LOMA LINDA UNIVERSITY MEDICAL CENTER, LOMA LINDA UNIVERSITY CHILDREN'S HOSPITAL, LOMA LINDA UNIVERSITY BEHAVIORAL MEDICAL CENTER, THE LOMA LINDA UNIVERSITY CHILDREN'S HOSPITAL FOUNDATION, LOMA LINDA UNIVERSITY HEALTHCARE PROPERTIES, LLC, LLUH BEAUMONT-BANNING, LLC, HIGHLAND SPRINGS IMAGING CENTER, LLC, AND LOMA LINDA UNIVERSITY MEDICAL CENTER-MURRIETA). FORM 990, PART XII, LINE 2C: LLUMC HAS A FINANCE AND AUDIT COMMITTEES OF THE BOARD OF TRUSTEES THAT ASSUME RESPONSIBILITY FOR OVERSIGHT OF THE FINANCIAL STATEMENT AUDIT AND SELECTION OF THE INDEPENDENT FIRM. GENERAL CONFERENCE OF SEVENTH-DAY ADVENTISTS 12501 OLD COLUMBIA PIKE SILVER SPRING MD 20904 520643036 CHURCH MD 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 GEN'L CONFERENCE OF SEVENTH-DAY ADVENTISTS 0 LOMA LINDA UNIVERSITY 11145 ANDERSON ST LOMA LINDA CA 92350 951816009 UNIVERSITY CA 501(C)(3) 2 LOMA LINDA UNIVERSITY HEALTH 0 LOMA LINDA MERCANTILE PO BOX 926 LOMA LINDA CA 92354 953858272 PURCHASING COMPANY CA 501(C)(3) 1 LOMA LINDA UNIVERSITY HEALTH 0 LOMA LINDA UNIVERSITY 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 CHILDREN'S HOSPITAL FOUNDATION PO BOX 2000 LOMA LINDA CA 92354 330565591 FOUNDATION CA 501(C)(3) 12C LOMA LINDA UNIVERSITY MEDICAL CENTER 0 LOMA LINDA UNIVERSITY HEALTH CARE 11175 CAMPUS ST LOMA LINDA CA 92354 330364239 HEALTHCARE MANAGEMENT SERVICE ORGANIZATION CA 501(C)(3) 12C LOMA LINDA UNIVERSITY HEALTH 0 UNIVERSITY INSURANCE COMPANY OF VERMONT 126 COLLEGE ST SUITE 400 BURLINGTON VT 05401 030311174 CAPTIVE INSURANCE PROVIDER VT 501(C)(3) 1 LOMA LINDA UNIVERSITY HEALTH 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 CHILDREN'S HOSPITAL 11234 ANDERSON ST LOMA LINDA CA 92354 463214504 HOSPITAL CA 501(C)(3) 3 LOMA LINDA UNIVERSITY HEALTH 0 LLUH PROFESSIONALGEN LIABILITY TRUST 197 E CAROLINE ST SAN BERNARDINO CA 92408 366821892 INSURANCE TRUST CA 501(C)(3) 12A LOMA LINDA UNIVERSITY HEALTH 0 LLU WORKERS COMP INVESTMENT TRUST BOFA ATTN EMR SALLEY PO BOX 366 PROVIDENCE RI 029019972 953458265 INSURANCE TRUST RI 501(C)(3) 12A LOMA LINDA UNIVERSITY HEALTH 0 LOMA LINDA INLAND EMPIRE CONSORTIUM FOR HEALTHCARE EDUCATION PO BOX 926 LOMA LINDA CA 92354 461612773 GRADUATE MEDICAL EDUCATION CA 501(C)(3) 10 LOMA LINDA UNIVERSITY HEALTH 0 0 0 1 0 1 0 0 0 0 1 1 0 1 0 0 1 0 0 0 LOMA LINDA MERCANTILE P 124477295 LOMA LINDA UNIVERSITY HEALTH CARE J 95714 LOMA LINDA UNIVERSITY M 125658 LOMA LINDA UNIVERSITY SHARED SERVICES P 146236 FACULTY PHYSICIANS & SURGEONS J 190152 LOMA LINDA UNIVERSITY SHARED SERVICES L 350086 LOMA LINDA UNIVERSITY HEALTH M 1847933 FACULTY PHYSICIANS & SURGEONS M 2911798 LOMA LINDA UNIVERSITY MEDICAL CENTER C 10698423 CASH LOMA LINDA UNIVERSITY SHARED SERVICES M 19984014