LOMA LINDA UNIVERSITY: Form 990, tax year 2021

View the entire original 990 at ProPublica ↗

Organization
LOMA LINDA UNIVERSITY (EIN 95-1816009)
Tax period
2021-07-01 to 2022-06-30
Filed
2023-05-15
IRS object ID
202341359349309779
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 ReturnHeader

FieldValueIRS element (for citing)
Return2023-05-15T14:05:38-05:00ReturnTs
Tax Period End2022-06-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN910189318PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1MOSS ADAMS LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line13121 W MARCH LN STE 200AddressLine1Txt
CitySTOCKTONCityNm
State AbbreviationCAStateAbbreviationCd
ZIP952192367ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2021-07-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN951816009EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1LOMA LINDA UNIVERSITYBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlLOMABusinessNameControlTxt
Phone9095584515PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line111145 ANDERSON STREET 205AddressLine1Txt
CityLOMA LINDACityNm
State AbbreviationCAStateAbbreviationCd
ZIP92350ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonRODNEY D NEALPersonNm
Person TitleSENIOR VP, FINANCIAL AFFAIRSPersonTitleTxt
Phone9095584515PhoneNum
Signature2023-05-15SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstRODNEYPersonFirstNm
Person LastNEALPersonLastNm
FieldValueIRS element (for citing)
SSNXXX-XX-XXXXSSN

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonTRACY S PAGLIAPreparerPersonNm
PTINP00366884PTIN
Phone2099556100PhoneNum
Preparation2023-05-11PreparationDt

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer3TrustedCustomerCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
FieldValueIRS element (for citing)
Tax2021TaxYr
Build TS2023-04-26 12:10:37ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerRICHARD H HARTPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line111175 CAMPUS ST STE 11006AddressLine1Txt
CityLOMA LINDACityNm
State AbbreviationCAStateAbbreviationCd
ZIP92354ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$771,453,849GrossReceiptsAmt
Group Return For Affiliates0GroupReturnForAffiliatesInd
Group Exemption1071GroupExemptionNum
Organization501c3Yes (X)Organization501c3Ind
Website AddressWWW.LLU.EDUWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation1910FormationYr
Legal Domicile StateCALegalDomicileStateCd
Activity Or MissionEDUCATING ETHICAL AND PROFICIENT CHRISTIAN HEALTH PROFESSIONALS AND SCHOLARS THROUGH INSTRUCTION, EXAMPLE, AND THE PURSUIT OF TRUTH; EXPANDING KNOWLEDGE THROUGH RESEARCH IN THE BIOLOGICAL, BEHAVIORAL, PHYSICAL, AND ENVIRONMENTAL SCIENCES AND APPLYING THIS KNOWLEDGE TO HEALTH AND DISEASE; PROVIDING COMPREHENSIVE, COMPETENT, AND COMPASSIONATE HEALTH CARE FOR THE WHOLE PERSON THROUGH FACULTY, STUDENTS, AND ALUMNI.ActivityOrMissionDesc
Voting Members Governing Body33VotingMembersGoverningBodyCnt
Voting Members Independent22VotingMembersIndependentCnt
Total Employee2682TotalEmployeeCnt
Total Volunteers1986TotalVolunteersCnt
Total Gross UBI$359,996TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$37,325,953PYContributionsGrantsAmt
CY Contributions Grants$38,593,585CYContributionsGrantsAmt
PY Program Service Revenue$241,082,773PYProgramServiceRevenueAmt
CY Program Service Revenue$255,641,270CYProgramServiceRevenueAmt
PY Investment Income$49,952,224PYInvestmentIncomeAmt
CY Investment Income$64,867,018CYInvestmentIncomeAmt
PY Other Revenue$22,141,282PYOtherRevenueAmt
CY Other Revenue$29,497,644CYOtherRevenueAmt
PY Total Revenue$350,502,232PYTotalRevenueAmt
CY Total Revenue$388,599,517CYTotalRevenueAmt
PY Grants And Similar Paid$20,058,428PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$24,972,805CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$0PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$157,129,707PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$165,190,054CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$0PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$4,956,582CYTotalFundraisingExpenseAmt
PY Other Expenses$151,209,844PYOtherExpensesAmt
CY Other Expenses$154,943,814CYOtherExpensesAmt
PY Total Expenses$328,397,979PYTotalExpensesAmt
CY Total Expenses$345,106,673CYTotalExpensesAmt
PY Revenues Less Expenses$22,104,253PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$43,492,844CYRevenuesLessExpensesAmt
Total Assets BOY$1,843,254,584TotalAssetsBOYAmt
Total Assets EOY$1,899,889,644TotalAssetsEOYAmt
Total Liabilities BOY$1,071,750,642TotalLiabilitiesBOYAmt
Total Liabilities EOY$1,111,117,340TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$771,503,942NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$788,772,304NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part IIIYes (X)InfoInScheduleOPartIIIInd
MissionLOMA LINDA UNIVERSITY, A SEVENTH-DAY ADVENTIST CHRISTIAN HEALTH SCIENCES INSTITUTION, SEEKS TO FURTHER THE HEALING AND TEACHING MINISTRY OF JESUS CHRIST "TO MAKE MAN WHOLE" BY: - EDUCATING ETHICAL AND PROFICIENT CHRISTIAN HEALTH PROFESSIONALS AND SCHOLARS THROUGH INSTRUCTION, EXAMPLE, AND THE PURSUIT OF TRUTH; - EXPANDING KNOWLEDGE THROUGH RESEARCH IN THE BIOLOGICAL, BEHAVIORAL, PHYSICAL, AND ENVIRONMENTAL SCIENCES AND APPLYING THIS KNOWLEDGE TO HEALTH AND DISEASE; - PROVIDING COMPREHENSIVE, COMPETENT, AND COMPASSIONATE HEALTH CARE FOR THE WHOLE PERSON THROUGH FACULTY, STUDENTS, AND ALUMNI.MissionDesc
Significant New Program Srvc0SignificantNewProgramSrvcInd
Significant Change0SignificantChangeInd
Expense$45,372,925ExpenseAmt
Grant$10,541,724GrantAmt
Revenue$66,741,240RevenueAmt
DescLOMA LINDA UNIVERSITY SCHOOL OF MEDICINE OPENED IN 1909. IT HAS BEEN ACCREDITED SINCE THE 1920S AND IS A MEMBER OF THE AMERICAN ASSOCIATION OF MEDICAL SCHOOLS. THE SCHOOL TRAINS SKILLED MEDICAL PROFESSIONALS WITH A COMMITMENT TO CHRISTIAN SERVICE AND MANY OF THE 210 GRADUATES HAVE SPENT A YEAR OR MORE IN OVERSEAS MISSION SERVICE. MOST MEDICAL STUDENTS PARTICIPATE IN PROGRAMS THAT DELIVER MEDICAL CARE TO LOWER INCOME PEOPLE WHO HAVE LITTLE ACCESS TO BASIC MEDICAL CARE. ONE QUARTER OF THE PHYSICIANS IN CALIFORNIA'S "INLAND EMPIRE" ARE GRADUATES OF THE SCHOOL OF MEDICINE. DURING THE YEAR THE SCHOOL AWARDED THE FOLLOWING DEGREES: MD 147, PHD 10, MS 3.Desc

Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp

FieldValueIRS element (for citing)
Expense$44,626,008ExpenseAmt
Grant$879,043GrantAmt
Revenue$61,406,226RevenueAmt
DescTHE SCHOOL OF DENTISTRY TRAINS STUDENTS IN THE DENTAL SCIENCES TO SERVE IN VARIOUS SETTINGS THROUGHOUT THE WORLD. DURING THE YEAR STUDENTS RECEIVED DEGREES IN DENTISTRY, DENTAL HYGIENE AND THE INTERNATIONAL DENTIST AND EIGHT POST GRADUATE PROGRAMS. THERE WERE MORE THAN 90,000 PATIENT VISITS IN VARIOUS CLINICS WHERE STUDENTS HONE THEIR CLINICAL SKILLS AND PREPARE FOR BOARD EXAMINATIONS. STUDENTS VOLUNTEER FOR SERVICE IN MOBILE CLINICS, HEALTH FAIRS, AND COMMUNITY CLINICS. DENTAL FACULTY ARE ACTIVE IN ADVANCING KNOWLEDGE THROUGH INTERNATIONAL LECTURES.Desc

Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp

FieldValueIRS element (for citing)
Expense$23,432,920ExpenseAmt
Grant$3,102,581GrantAmt
Revenue$27,072,493RevenueAmt
DescSCHOOL OF ALLIED HEALTH PROFESSIONS PREPARES GRADUATES TO BE EMPLOYEES OF CHOICE FOR PREMIER ORGANIZATIONS AROUND THE WORLD BY PROVIDING THEM WITH PRACTICAL LEARNING EXPERIENCES THROUGH PARTNERSHIPS WITH THOSE OPEN TO SHARING OUR VISION. SINCE 1966 THE SCHOOL HAS BEEN TRAINING HIGHLY SKILLED AND DEDICATED HEALTH CARE PROFESSIONALS IN MANY FIELDS. WHATEVER THEIR SPECIALTY, GRADUATES ENJOY JOB SECURITY, GOOD PAYING WAGES, AND THE PLEASURES OF A PERSONALLY REWARDING CAREER. THE SCHOOL OFFERS OVER FIFTY SPECIALIZED HEALTH CARE DEGREE OPTIONS IN THE FIELDS OF CARDIOPULMONARY SCIENCES, CLINICAL LABORATORY SCIENCES, COMMUNICATION SCIENCES AND DISORDERS, HEALTH INFOMATICS AND INFORMATION MANAGEMENT AND ADMINISTRATION, NUTRITION AND DIETETICS, OCCUPATIONAL THERAPY, ORTHOTICS AND PROSTHETICS, PHYSICAL THERAPY, PHYSICIAN ASSISTANT SCIENCES, AND RADIATION TECHNOLOGY. DURING THE YEAR THE SCHOOL AWARDED THE FOLLOWING DEGREES: CERT/POST SECONDARY-21, ASSOCIATE-66, BACCALAUREATE-86, MASTER-137, DOCTORATE-85.Desc

Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp

FieldValueIRS element (for citing)
Expense$123,016,017ExpenseAmt
Grant$10,449,457GrantAmt
Revenue$100,421,311RevenueAmt
DescLLU ALSO OPERATES SCHOOLS OF BEHAVIORAL HEALTH, NURSING, PUBLIC HEALTH, PHARMACY AND RELIGION. OUR INTEGRATED FOUNDATION DIVISION MANAGES OUR TRUST AND ENDOWMENT PORTFOLIOS, AND REAL ESTATES AND RETAIL SERVICES (SUCH AS THE BOOKSTORE AND MARKET). SUPPORTING SERVICES OPERATED BY LLU INCLUDE STUDENT SERVICES ACADEMIC AFFAIRS, ATHLETIC FACILITIES, FOOD SERVICES, GENERAL AND FINANCIAL ADMINISTRATION, INFORMATION SYSTEMS, CO-GENERATION FACILITY AND MAINTENANCE.Desc
FieldValueIRS element (for citing)
Total Other Prog Srvc Expense$123,016,017TotalOtherProgSrvcExpenseAmt
Total Other Prog Srvc Grant$10,449,457TotalOtherProgSrvcGrantAmt
Total Other Prog Srvc Revenue$100,421,311TotalOtherProgSrvcRevenueAmt
Total Program Service Expenses$236,447,870TotalProgramServiceExpensesAmt
Described In Section501c3Yes (1)DescribedInSection501c3Ind
Schedule B RequiredYes (1)ScheduleBRequiredInd
Political Campaign Acty0PoliticalCampaignActyInd
Lobbying Activities0LobbyingActivitiesInd
Subject To Proxy Tax0SubjectToProxyTaxInd
Donor Advised FundYes (1)DonorAdvisedFundInd
Conservation Easements0ConservationEasementsInd
Collections Of ArtYes (1)CollectionsOfArtInd
Credit Counseling0CreditCounselingInd
Donor Rstr Or Quasi EndowmentsYes (1)DonorRstrOrQuasiEndowmentsInd
Report Land Building EquipmentYes (1)ReportLandBuildingEquipmentInd
Report Investments Other SecYes (1)ReportInvestmentsOtherSecInd
Report Program Related Invst0ReportProgramRelatedInvstInd
Report Other AssetsYes (1)ReportOtherAssetsInd
Report Other LiabilitiesYes (1)ReportOtherLiabilitiesInd
Include FIN48 Footnote0IncludeFIN48FootnoteInd
Independent Audit Fincl Stmt0IndependentAuditFinclStmtInd
Consolidated Audit Fincl StmtYes (1)ConsolidatedAuditFinclStmtInd
School OperatingYes (1)SchoolOperatingInd
Foreign OfficeYes (1)ForeignOfficeInd
Foreign ActivitiesYes (1)ForeignActivitiesInd
More Than5000 K To OrgYes (1)MoreThan5000KToOrgInd
More Than5000 K To Individuals0MoreThan5000KToIndividualsInd
Professional Fundraising0ProfessionalFundraisingInd
Fundraising Activities0FundraisingActivitiesInd
Gaming Activities0GamingActivitiesInd
Operate Hospital0OperateHospitalInd
Grants To OrganizationsYes (1)GrantsToOrganizationsInd
Grants To IndividualsYes (1)GrantsToIndividualsInd
Schedule J RequiredYes (1)ScheduleJRequiredInd
Tax Exempt BondsYes (1)TaxExemptBondsInd
Invest Tax Exempt Bonds0InvestTaxExemptBondsInd
Escrow Account0EscrowAccountInd
On Behalf Of Issuer0OnBehalfOfIssuerInd
Engaged In Excess Benefit Trans0EngagedInExcessBenefitTransInd
PY Excess Benefit Trans0PYExcessBenefitTransInd
Loan Outstanding0LoanOutstandingInd
Grant To Related Person0GrantToRelatedPersonInd
Business Rln With Org Mem0BusinessRlnWithOrgMemInd
Business Rln With Fam Mem0BusinessRlnWithFamMemInd
Business Rln With35 Ctrl Ent0BusinessRlnWith35CtrlEntInd
Deductible Non Cash ContriYes (1)DeductibleNonCashContriInd
Deductible Art Contribution0DeductibleArtContributionInd
Terminate Operations0TerminateOperationsInd
Partial Liquidation0PartialLiquidationInd
Disregarded EntityYes (1)DisregardedEntityInd
Related EntityYes (1)RelatedEntityInd
Related Organization Ctrl EntYes (1)RelatedOrganizationCtrlEntInd
Transaction With Control EntYes (1)TransactionWithControlEntInd
Trnsfr Exmpt Non Chrtbl Rltd Org0TrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted Prtshp0ActivitiesConductedPrtshpInd
Schedule O RequiredYes (1)ScheduleORequiredInd
IRP Document108IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld ComplianceYes (1)BackupWthldComplianceInd
Employee2682EmployeeCnt
Employment Tax Returns FiledYes (1)EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over LimitYes (1)UnrelatedBusIncmOverLimitInd
Form990 T FiledYes (1)Form990TFiledInd
Foreign Financial Account0ForeignFinancialAccountInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Taxable Party Notification0TaxablePartyNotificationInd
Nondeductible Contributions0NondeductibleContributionsInd
Quid Pro Quo ContributionsYes (1)QuidProQuoContributionsInd
Quid Pro Quo Contri DisclYes (1)QuidProQuoContriDisclInd
Form8282 Property Disposed Of0Form8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
DAF Excess Business Holdings0DAFExcessBusinessHoldingsInd
Taxable Distributions0TaxableDistributionsInd
Distribution To Donor0DistributionToDonorInd
Indoor Tanning Services0IndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst Inc0SubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members33GoverningBodyVotingMembersCnt
Independent Voting Member22IndependentVotingMemberCnt
Family Or Business RlnYes (1)FamilyOrBusinessRlnInd
Delegation Of Mgmt DutiesYes (1)DelegationOfMgmtDutiesInd
Change To Org Documents0ChangeToOrgDocumentsInd
Material Diversion Or Misuse0MaterialDiversionOrMisuseInd
Members Or StockholdersYes (1)MembersOrStockholdersInd
Election Of Board MembersYes (1)ElectionOfBoardMembersInd
Decisions Subject To ApprovaYes (1)DecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (1)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (1)MinutesOfCommitteesInd
Officer Mailing Address0OfficerMailingAddressInd
Local Chapters0LocalChaptersInd
Form990 Provided To Gvrn BodyYes (1)Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (1)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (1)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (1)RegularMonitoringEnfrcInd
Whistleblower PolicyYes (1)WhistleblowerPolicyInd
Document Retention PolicyYes (1)DocumentRetentionPolicyInd
Compensation Process CEO0CompensationProcessCEOInd
Compensation Process OtherYes (1)CompensationProcessOtherInd
Investment In Joint VentureYes (1)InvestmentInJointVentureInd
Written Policy Or ProcedureYes (1)WrittenPolicyOrProcedureInd
States Where Copy Of Return Is FldCAStatesWhereCopyOfReturnIsFldCd
Own WebsiteYes (X)OwnWebsiteInd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1RODNEY NEAL SR VICE PRESBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone9095584543PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line111145 ANDERSON STREET BC 205AddressLine1Txt
CityLOMA LINDACityNm
State AbbreviationCAStateAbbreviationCd
ZIP92350ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (56 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtAverage Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtOfficerOfficerIndKey EmployeeKeyEmployeeIndHighest Compensated EmployeeHighestCompensatedEmployeeInd
BRADFORD NEWTON
TRUSTEE1.001.00Yes (X)$0$0$0
CRAIG CARLOS
TRUSTEE1.001.00Yes (X)$0$0$0
DAVID WILLIAMS
TRUSTEE (THRU 3/2/22)1.001.00Yes (X)$0$0$0
DOUGLAS HEGSTAD
TRUSTEE1.001.00Yes (X)$0$475,225$41,000
ERTON KOHLER
TRUSTEE1.001.00Yes (X)$0$0$0
EUNMEE SHIM
TRUSTEE1.001.00Yes (X)$0$0$0
G ALEXANDER BRYANT
TRUSTEE1.001.00Yes (X)$0$0$0
GT NG
TRUSTEE (THRU 6/30/22)1.001.00Yes (X)$0$0$0
HERBERT RUCKLE
TRUSTEE1.001.00Yes (X)$0$727,750$42,500
JERE CHRISPENS
TRUSTEE1.001.00Yes (X)$0$0$0
JUAN PRESTOL-PUESAN
TRUSTEE (THRU 7/31/21)1.001.00Yes (X)$0$0$0
KERRY HEINRICH
TRUSTEE1.0050.00Yes (X)$0$1,459,022$100,160
LARRY MOORE
TRUSTEE (THRU 6/30/22)1.001.00Yes (X)$0$0$0
LARS HOUMANN
TRUSTEE1.001.00Yes (X)$0$0$0
LISA BEARDSLEY-HARDY
TRUSTEE1.001.00Yes (X)$0$0$0
MARK JOHNSON
TRUSTEE1.001.00Yes (X)$0$0$0
MAX TREVINO
TRUSTEE1.001.00Yes (X)$0$0$0
MELISSA KIDDER
TRUSTEE1.001.00Yes (X)$0$9,875$9,385
PATRICK MINOR
TRUSTEE1.001.00Yes (X)$0$0$0
PAUL DOUGLAS
TRUSTEE1.001.00Yes (X)$0$0$0
PETER N LANDLESS
TRUSTEE1.001.00Yes (X)$0$0$0
RICARDO GRAHAM
TRUSTEE (THRU 8/16/21)1.001.00Yes (X)$0$0$0
RICARDO PEVERINI
TRUSTEE1.001.00Yes (X)$0$720,000$41,000
RICHARD CHINNOCK
TRUSTEE1.001.00Yes (X)$0$397,000$41,000
RICHARD H HART
TRUSTEE, PRESIDENT25.0026.00Yes (X)$0$609,433$79,514Yes (X)
ROBERT LEMON
TRUSTEE1.001.00Yes (X)$0$0$0
ROBERT MARTIN
TRUSTEE1.001.00Yes (X)$0$1,035,819$42,000
ROGER WOODRUFF
TRUSTEE1.001.00Yes (X)$0$395,225$41,000
RON SMITH
TRUSTEE1.001.00Yes (X)$0$0$0
SCOTT REINER
TRUSTEE (THRU 12/31/21)1.001.00Yes (X)$0$0$0
SHIRLEY CHANG
TRUSTEE1.001.00Yes (X)$0$0$0
STEVEN FILLER
TRUSTEE1.001.00Yes (X)$0$0$0
TAMARA THOMAS
DEAN-SCHOOL OF MEDICINE50.000.00Yes (X)$0$630,377$70,478
TED WILSON
TRUSTEE1.001.00Yes (X)$0$0$0
THOMAS LEMON
TRUSTEE1.001.00Yes (X)$0$0$0
TREVOR WRIGHT
TRUSTEE1.001.00Yes (X)$0$1,097,913$106,061
WAYNE HARRIS
TRUSTEE1.001.00Yes (X)$0$0$0
WILFREDO COLON
TRUSTEE1.001.00Yes (X)$0$0$0
ZAREH SARRAFIAN
TRUSTEE1.001.00Yes (X)$0$0$0
DAVID P HARRIS
VICE PRESIDENT50.000.00$0$203,109$50,526Yes (X)
KARL HAFFNER
VP-STUDENT SERVICES50.000.00$0$200,393$51,597Yes (X)
KENNETH IWAKOSHI
EXEC. DIRECTOR-TRUST ADMINISTRATION1.001.00$0$171,686$27,057Yes (X)
LEW MOWERY
ASSISTANT SECRETARY9.0045.00$0$359,453$62,369Yes (X)
MYRNA HANNA
CORPORATE SECRETARY5.0045.00$0$180,861$35,482Yes (X)
RODNEY NEAL
SENIOR VICE PRESIDENT, FINANCIAL AFFAIRS50.002.00$0$390,928$74,040Yes (X)
RONALD L CARTER
PROVOST50.001.00$0$317,755$50,395Yes (X)
BEVERLY BUCKLES
DEAN-SCHOOL OF BEHAVIORAL HEALTH50.000.00$188,131$0$35,079Yes (X)
ELIZABETH BOSSERT
DEAN-SCHOOL OF NURSING50.000.00$193,075$0$35,367Yes (X)
HELEN HOPP MARSHAK
DEAN-SCHOOL OF PUBLIC HEALTH50.000.00$173,149$0$39,104Yes (X)
MICHAEL SAMARDZIJA
VP-RESEARCH AFFAIRS50.000.00$0$315,159$88,936Yes (X)
ROBERT A HANDYSIDES
DEAN-SCHOOL OF DENTISTRY50.000.00$273,816$0$57,918Yes (X)
ALAN HERFORD
PROFESSOR50.000.00$447,481$0$84,583Yes (X)
BRIAN CHU
DENTAL ANESTHESIA SPECIALIST50.000.00$340,107$0$44,774Yes (X)
JAIME LOZADA
PROGRAM DIRECTOR 250.000.00$319,550$0$53,222Yes (X)
IRIS HYUNJOO NAM
PROGRAM DIRECTOR 250.000.00$376,368$0$80,202Yes (X)
RACHEL MY-LINH DASON
DENTAL ANESTHESIA SPECIALIST50.000.00$334,107$0$44,633Yes (X)
FieldValueIRS element (for citing)
Total Reportable Comp From Org$2,645,784TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$9,696,983TotReportableCompRltdOrgAmt
Total Other Compensation$1,529,382TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K293IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed0FormerOfcrEmployeesListedInd
Total Comp Greater Than150 KYes (1)TotalCompGreaterThan150KInd
Compensation From Other Srcs0CompensationFromOtherSrcsInd

Contractor Compensation ContractorCompensationGrp (5 entries)

Address Line1ContractorAddress/USAddress/AddressLine1TxtCityContractorAddress/USAddress/CityNmState AbbreviationContractorAddress/USAddress/StateAbbreviationCdZIPContractorAddress/USAddress/ZIPCdServicesServicesDescCompensationCompensationAmt
LOMA LINDA MERCANTILE
PO BOX 926LOMA LINDACA92354RESELLER OF EQUIP, SUPPLIES & SERVICES$66,469,503
LOMA LINDA UNIVERSITY SHARED SERVICES I
197 E CAROLINE STREETSAN BERNARDINOCA92408ADMIN & IT SUPPORT SERVICES$27,343,773
LOMA LINDA UNIVERSITY HEALTH
197 E CAROLINE STREETSAN BERNARDINOCA92408SUPPORT & RISK MGMT-INSURANCE SERVICES$20,968,866
LOMA LINDA UNIVERSITY MEDICAL CENTER
11234 ANDERSON STLOMA LINDACA92354HOSPITAL SERVICES$4,151,399
LOMA LINDA UNIVERSITY CHILDREN'S HOSPITA
11234 ANDERSON STLOMA LINDACA92354HOSPITAL SERVICES$1,639,169
FieldValueIRS element (for citing)
Cntrct Rcvd Greater Than100 K7CntrctRcvdGreaterThan100KCnt
Related Organizations$11,417,291RelatedOrganizationsAmt
Government Grants$5,448,022GovernmentGrantsAmt
All Other Contributions$21,728,272AllOtherContributionsAmt
Noncash Contributions$512,338NoncashContributionsAmt
Total Contributions$38,593,585TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp (4 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt
TUITION AND FEES611600$178,525,127$178,525,127
RESEARCH CONTRACTS541700$34,292,166$34,292,166
CLINIC INCOME621400$22,138,332$22,138,332
STUDENT LOAN INTEREST611600$4,334,043$4,334,043

Total Oth Program Service Rev TotalOthProgramServiceRevGrp

FieldValueIRS element (for citing)
Total Revenue Column$16,351,602TotalRevenueColumnAmt
Related Or Exempt Func Income$16,351,602RelatedOrExemptFuncIncomeAmt
FieldValueIRS element (for citing)
Total Program Service Revenue$255,641,270TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$12,456,951TotalRevenueColumnAmt
Unrelated Business Revenue-$530,118UnrelatedBusinessRevenueAmt
Exclusion$12,987,069ExclusionAmt

Royalties Revenue RoyaltiesRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$972,552TotalRevenueColumnAmt
Exclusion$972,552ExclusionAmt

Gross Rents GrossRentsGrp

FieldValueIRS element (for citing)
Real$7,051,076RealAmt

Less Rental Expenses LessRentalExpensesGrp

FieldValueIRS element (for citing)
Real$4,685,350RealAmt

Rental Income Or Loss RentalIncomeOrLossGrp

FieldValueIRS element (for citing)
Real$2,365,726RealAmt

Net Rental Income Or Loss NetRentalIncomeOrLossGrp

FieldValueIRS element (for citing)
Total Revenue Column$2,365,726TotalRevenueColumnAmt
Exclusion$2,365,726ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$422,779,845SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$370,369,778SecuritiesAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities$52,410,067SecuritiesAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column$52,410,067TotalRevenueColumnAmt
Exclusion$52,410,067ExclusionAmt
FieldValueIRS element (for citing)
Gross Sales Of Inventory$8,204,533GrossSalesOfInventoryAmt
Cost Of Goods Sold$7,799,204CostOfGoodsSoldAmt

Net Income Or Loss NetIncomeOrLossGrp

FieldValueIRS element (for citing)
Total Revenue Column$405,329TotalRevenueColumnAmt
Unrelated Business Revenue$890,114UnrelatedBusinessRevenueAmt
Exclusion-$484,785ExclusionAmt

Other Revenue Misc OtherRevenueMiscGrp (3 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtExclusionExclusionAmt
POWER PLANT611600$19,876,651$19,876,651
DRAYSON CENTER AUXILIARY INCOME611600$3,304,438$3,304,438
INDEPENDENT OPERATIONS611600$2,572,948$2,572,948
FieldValueIRS element (for citing)
Other Revenue Total$25,754,037OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$388,599,517TotalRevenueColumnAmt
Related Or Exempt Func Income$255,641,270RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$359,996UnrelatedBusinessRevenueAmt
Exclusion$94,004,666ExclusionAmt
FieldValueIRS element (for citing)
Info In Schedule O Part IXYes (X)InfoInScheduleOPartIXInd

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

FieldValueIRS element (for citing)
Total$983,583TotalAmt
Program Services$983,583ProgramServicesAmt

Grants To Domestic Individuals GrantsToDomesticIndividualsGrp

FieldValueIRS element (for citing)
Total$23,966,096TotalAmt
Program Services$23,966,096ProgramServicesAmt

Foreign Grants ForeignGrantsGrp

FieldValueIRS element (for citing)
Total$23,126TotalAmt
Program Services$23,126ProgramServicesAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$995,639TotalAmt
Program Services$910,449ProgramServicesAmt
Management And General$85,190ManagementAndGeneralAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$111,613,422TotalAmt
Program Services$101,943,563ProgramServicesAmt
Management And General$9,669,859ManagementAndGeneralAmt

Pension Plan Contributions PensionPlanContributionsGrp

FieldValueIRS element (for citing)
Total$10,148,609TotalAmt
Program Services$9,331,646ProgramServicesAmt
Management And General$816,963ManagementAndGeneralAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$34,391,758TotalAmt
Program Services$31,647,648ProgramServicesAmt
Management And General$2,744,110ManagementAndGeneralAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$8,040,626TotalAmt
Program Services$7,393,356ProgramServicesAmt
Management And General$647,270ManagementAndGeneralAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$969,123TotalAmt
Program Services$969,123ProgramServicesAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$601,329TotalAmt
Management And General$601,329ManagementAndGeneralAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

FieldValueIRS element (for citing)
Total$16,619,899TotalAmt
Management And General$16,619,899ManagementAndGeneralAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$46,280,784TotalAmt
Program Services$20,527,350ProgramServicesAmt
Management And General$20,796,852ManagementAndGeneralAmt
Fundraising$4,956,582FundraisingAmt

Advertising AdvertisingGrp

FieldValueIRS element (for citing)
Total$200,311TotalAmt
Program Services$195,512ProgramServicesAmt
Management And General$4,799ManagementAndGeneralAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$11,073,735TotalAmt
Program Services$8,724,738ProgramServicesAmt
Management And General$2,348,997ManagementAndGeneralAmt

Information Technology InformationTechnologyGrp

FieldValueIRS element (for citing)
Total$4,247,394TotalAmt
Program Services$2,633,989ProgramServicesAmt
Management And General$1,613,405ManagementAndGeneralAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$33,153,630TotalAmt
Program Services$13,945,995ProgramServicesAmt
Management And General$19,207,635ManagementAndGeneralAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$992,173TotalAmt
Program Services$961,342ProgramServicesAmt
Management And General$30,831ManagementAndGeneralAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$12,820TotalAmt
Program Services$12,820ProgramServicesAmt

Interest InterestGrp

FieldValueIRS element (for citing)
Total$8,883,778TotalAmt
Program Services$683,434ProgramServicesAmt
Management And General$8,200,344ManagementAndGeneralAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$20,707,163TotalAmt
Program Services$1,271,183ProgramServicesAmt
Management And General$19,435,980ManagementAndGeneralAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$1,618,051TotalAmt
Program Services$1,186,488ProgramServicesAmt
Management And General$431,563ManagementAndGeneralAmt

Other Expenses OtherExpensesGrp (2 entries)

DescDescTotalTotalAmtProgram ServicesProgramServicesAmtManagement And GeneralManagementAndGeneralAmt
CLINIC AND MEDICAL SUPP$6,977,859$6,952,101$25,758
RESEARCH COST$2,371,518$2,184,328$187,190

All Other Expenses AllOtherExpensesGrp

FieldValueIRS element (for citing)
Total$234,247TotalAmt
Management And General$234,247ManagementAndGeneralAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$345,106,673TotalAmt
Program Services$236,447,870ProgramServicesAmt
Management And General$103,702,221ManagementAndGeneralAmt
Fundraising$4,956,582FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$13,240,307BOYAmt
EOY$9,217,543EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$6BOYAmt
EOY$91EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

FieldValueIRS element (for citing)
BOY$4,384,936BOYAmt
EOY$3,191,567EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$39,519,346BOYAmt
EOY$41,932,955EOYAmt

Inventories For Sale Or Use InventoriesForSaleOrUseGrp

FieldValueIRS element (for citing)
BOY$2,903,599BOYAmt
EOY$2,475,886EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$10,269,658BOYAmt
EOY$11,808,931EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$1,241,128,604LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$400,689,399LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$809,190,009BOYAmt
EOY$840,439,205EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$731,268,976BOYAmt
EOY$254,695,115EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

FieldValueIRS element (for citing)
BOY$108,729,310BOYAmt
EOY$547,070,838EOYAmt

Investments Program Related InvestmentsProgramRelatedGrp

FieldValueIRS element (for citing)
BOY$57,356,355BOYAmt
EOY$51,920,203EOYAmt

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
BOY$66,392,082BOYAmt
EOY$137,137,310EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$1,843,254,584BOYAmt
EOY$1,899,889,644EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$39,650,194BOYAmt
EOY$44,113,649EOYAmt

Deferred Revenue DeferredRevenueGrp

FieldValueIRS element (for citing)
BOY$39,106,060BOYAmt
EOY$49,146,317EOYAmt

Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$175,212,327BOYAmt
EOY$171,426,963EOYAmt

Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp

FieldValueIRS element (for citing)
BOY$51,970,069BOYAmt
EOY$53,545,953EOYAmt

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$765,811,992BOYAmt
EOY$792,884,458EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$1,071,750,642BOYAmt
EOY$1,111,117,340EOYAmt
FieldValueIRS element (for citing)
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind

No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$269,631,686BOYAmt
EOY$698,217,066EOYAmt

Donor Restriction Net Assets DonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$501,872,256BOYAmt
EOY$90,555,238EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$771,503,942BOYAmt
EOY$788,772,304EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$1,843,254,584BOYAmt
EOY$1,899,889,644EOYAmt
FieldValueIRS element (for citing)
Info In Schedule O Part XIYes (X)InfoInScheduleOPartXIInd
Reconcilation Revenue Expnss$43,492,844ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst-$27,441,440NetUnrlzdGainsLossesInvstAmt
Prior Period Adjustments-$621,000PriorPeriodAdjustmentsAmt
Other Changes In Net Assets$1,837,958OtherChangesInNetAssetsAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or Review0AccountantCompileOrReviewInd
FS AuditedYes (1)FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

FieldValueIRS element (for citing)
Consolidated Basis Fincl StmtYes (X)ConsolidatedBasisFinclStmtInd
FieldValueIRS element (for citing)
Audit CommitteeYes (1)AuditCommitteeInd
Federal Grant Audit RequiredYes (1)FederalGrantAuditRequiredInd
Federal Grant Audit PerformedYes (1)FederalGrantAuditPerformedInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
SchoolYes (X)SchoolInd

Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$60,116,982CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$32,573,261CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$45,214,722CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$37,325,953CurrentTaxYearMinus1YearAmt
Current Tax Year$38,593,585CurrentTaxYearAmt
Total$213,824,503TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$60,116,982CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$32,573,261CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$45,214,722CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$37,325,953CurrentTaxYearMinus1YearAmt
Current Tax Year$38,593,585CurrentTaxYearAmt
Total$213,824,503TotalAmt
FieldValueIRS element (for citing)
Public Support Total170$213,824,503PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$46,069,423CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$62,248,273CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$22,061,384CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$19,482,961CurrentTaxYearMinus1YearAmt
Current Tax Year$21,010,697CurrentTaxYearAmt
Total$170,872,738TotalAmt

Other Income170 OtherIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$20,261,944CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$20,623,433CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$3,275,407CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$18,271,186CurrentTaxYearMinus1YearAmt
Current Tax Year$25,754,037CurrentTaxYearAmt
Total$88,186,007TotalAmt
FieldValueIRS element (for citing)
Total Support$472,883,248TotalSupportAmt
Gross Receipts Rltd Activities$1,194,270,589GrossReceiptsRltdActivitiesAmt
Public Support CY1700.45220PublicSupportCY170Pct
Public Support PY1700.43950PublicSupportPY170Pct
Thirty Thr Pct Suprt Tests CY170Yes (X)ThirtyThrPctSuprtTestsCY170Ind

Form990 Schedule A Part VI Form990ScheduleAPartVIGrp

FieldValueIRS element (for citing)
Form And Line ReferenceSCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME:FormAndLineReferenceDesc
ExplanationOTHER INCOME - 2017 AMOUNT: $ 20,261,944. 2018 AMOUNT: $ 20,623,433. 2019 AMOUNT: $ 3,275,407. 2020 AMOUNT: $ 18,271,186. 2021 AMOUNT: $ 25,754,037.ExplanationTxt

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
ContributorRESTRICTEDContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1RESTRICTEDAddressLine1
Address Line2RESTRICTEDAddressLine2
CityRESTRICTEDCity
StateRESTRICTEDState
ZIP CodeRESTRICTEDZIPCode
FieldValueIRS element (for citing)
Total ContributionsRESTRICTEDTotalContributionsAmt

Schedule D IRS990ScheduleD

FieldValueIRS element (for citing)
Donor Advised Funds Held9DonorAdvisedFundsHeldCnt
Donor Advised Funds Contri$50,000DonorAdvisedFundsContriAmt
Donor Advised Funds Grants$61,911DonorAdvisedFundsGrantsAmt
Donor Advised Funds Vl EOY$5,554,018DonorAdvisedFundsVlEOYAmt
Disclosed Org Leg CtrlYes (1)DisclosedOrgLegCtrlInd
Disclosed For Charitable PrpsYes (1)DisclosedForCharitablePrpsInd

Art Public Exhibition Amounts ArtPublicExhibitionAmountsGrp

FieldValueIRS element (for citing)
Revenues Included$0RevenuesIncludedAmt
Assets Included$590,016AssetsIncludedAmt

Held Works Art HeldWorksArtGrp

FieldValueIRS element (for citing)
Revenues Included$0RevenuesIncludedAmt
Assets Included$0AssetsIncludedAmt
FieldValueIRS element (for citing)
Collection Used Pub ExhibitionYes (X)CollectionUsedPubExhibitionInd
Collection Used PreservationYes (X)CollectionUsedPreservationInd
Solicited Assets Sale0SolicitedAssetsSaleInd
Agent Trustee Etc0AgentTrusteeEtcInd

CY Endwmt Fund CYEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$500,804,841BeginningYearBalanceAmt
Contributions$6,563,283ContributionsAmt
Investment Earnings Or Losses$26,569,634InvestmentEarningsOrLossesAmt
Other Expenditures$174,094OtherExpendituresAmt
End Year Balance$533,763,664EndYearBalanceAmt

CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$428,976,305BeginningYearBalanceAmt
Contributions$12,783,821ContributionsAmt
Investment Earnings Or Losses$59,213,328InvestmentEarningsOrLossesAmt
Other Expenditures$168,613OtherExpendituresAmt
End Year Balance$500,804,841EndYearBalanceAmt

CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$407,764,745BeginningYearBalanceAmt
Contributions$7,084,318ContributionsAmt
Investment Earnings Or Losses$14,127,242InvestmentEarningsOrLossesAmt
End Year Balance$428,976,305EndYearBalanceAmt

CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$388,994,557BeginningYearBalanceAmt
Contributions$9,693,061ContributionsAmt
Investment Earnings Or Losses$11,043,497InvestmentEarningsOrLossesAmt
Other Expenditures$1,966,370OtherExpendituresAmt
End Year Balance$407,764,745EndYearBalanceAmt

CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$355,444,354BeginningYearBalanceAmt
Contributions$8,322,077ContributionsAmt
Investment Earnings Or Losses$26,586,258InvestmentEarningsOrLossesAmt
Other Expenditures$1,358,132OtherExpendituresAmt
End Year Balance$388,994,557EndYearBalanceAmt
FieldValueIRS element (for citing)
Board Designated Balance EOY0.28200BoardDesignatedBalanceEOYPct
Prmnnt Endowment Balance EOY0.54100PrmnntEndowmentBalanceEOYPct
Term Endowment Balance EOY0.17700TermEndowmentBalanceEOYPct
Endowments Held Unrelated OrgYes (1)EndowmentsHeldUnrelatedOrgInd
Endowments Held Related Org0EndowmentsHeldRelatedOrgInd

Land LandGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$30,671,002OtherCostOrOtherBasisAmt
Book Value$30,671,002BookValueAmt

Buildings BuildingsGrp

FieldValueIRS element (for citing)
Investment Cost Or Other Basis$561,163,155InvestmentCostOrOtherBasisAmt
Other Cost Or Other Basis$456,808,384OtherCostOrOtherBasisAmt
Depreciation$247,463,627DepreciationAmt
Book Value$770,507,912BookValueAmt

Leasehold Improvements LeaseholdImprovementsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$41,147,693OtherCostOrOtherBasisAmt
Depreciation$25,231,061DepreciationAmt
Book Value$15,916,632BookValueAmt

Equipment EquipmentGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$139,985,683OtherCostOrOtherBasisAmt
Depreciation$127,994,711DepreciationAmt
Book Value$11,990,972BookValueAmt

Other Land Buildings OtherLandBuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$11,352,687OtherCostOrOtherBasisAmt
Book Value$11,352,687BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$840,439,205TotalBookValueLandBuildingsAmt

Closely Held Equity Interests CloselyHeldEquityInterestsGrp

FieldValueIRS element (for citing)
Book Value$136,495,100BookValueAmt
Method ValuationFMethodValuationCd

Other Securities OtherSecuritiesGrp

FieldValueIRS element (for citing)
DescINVESTMENTS - OTHERDesc
Book Value$410,575,738BookValueAmt
Method ValuationFMethodValuationCd
FieldValueIRS element (for citing)
Total Book Value Securities$547,070,838TotalBookValueSecuritiesAmt

Other Assets Org OtherAssetsOrgGrp (5 entries)

DescDescBook ValueBookValueAmt
STUDENT LOANS RECEIVABLE$43,872,026
ADVANCES TO RELATED PARTIES$35,043,264
FINANCE ROU ASSET$1,142,303
OPERATING ROU ASSET$16,641,949
IRREVOCABLE TRUSTS$40,437,768
FieldValueIRS element (for citing)
Total Book Value Other Assets$137,137,310TotalBookValueOtherAssetsAmt

Other Liabilities Org OtherLiabilitiesOrgGrp (9 entries)

DescDescAmtAmt
ANNUITIES, TRUSTS AND AGENCIES$24,546,950
NON-OPERATING LIABILITY$1,885,240
TRUSTS LIABILITIES$24,546,950
AMOUNTS HELD FOR OTHERS$693,094,298
FINANCE LEASE LIABILITY$1,063,870
OPERATING LEASE LIABILITY$16,620,213
OTHER LIABILITIES$1,704,673
SELF-INSURANCE RESERVE - RISK MGMT$3,456,285
FEDERAL STUDENT LOANS & DEPOSITS HELD$25,965,979
FieldValueIRS element (for citing)
Total Liability$792,884,458TotalLiabilityAmt

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
PART III, LINE 4:ORIGINAL ARTWORK DISPLAYING THE TEACHING AND HEALING MINISTRIES OF JESUS CHRIST AND FOUNDERS OF LLU.
PART V, LINE 4:ENDOWMENT FUNDS ARE INTENDED TO BE USED FOR STUDENT SCHOLARSHIPS, STUDENT LOANS, RESEARCH, OPERATIONS OF LLU AND RELATED ORGANIZATIONS AND OTHER PURPOSES AS SPECIFIED BY THE UNIVERSITY AND DONORS.

Schedule E IRS990ScheduleE

FieldValueIRS element (for citing)
Nondiscriminatory Policy StmtYes (1)NondiscriminatoryPolicyStmtInd
Policy Stmt In Brochures EtcYes (1)PolicyStmtInBrochuresEtcInd
Plcy Pblczd Via Broadcast Media0PlcyPblczdViaBroadcastMediaInd
Maintain Racial Comp RecsYes (1)MaintainRacialCompRecsInd
Maintain Scholarships RecsYes (1)MaintainScholarshipsRecsInd
Maintain Cpy Of Brochures EtcYes (1)MaintainCpyOfBrochuresEtcInd
Maintain Cpy Of All SolYes (1)MaintainCpyOfAllSolInd
Discriminate Race Stdnts Rghts0DiscriminateRaceStdntsRghtsInd
Discriminate Race Admiss Plcy0DiscriminateRaceAdmissPlcyInd
Discriminate Race Emplm Fculty0DiscriminateRaceEmplmFcultyInd
Discriminate Race SchsYes (1)DiscriminateRaceSchsInd
Discriminate Race Educ Plcy0DiscriminateRaceEducPlcyInd
Discriminate Race Use Of Fclts0DiscriminateRaceUseOfFcltsInd
Discriminate Race Athlt Prog0DiscriminateRaceAthltProgInd
Discriminate Race Other Acty0DiscriminateRaceOtherActyInd
Government Financial Aid RcvdYes (1)GovernmentFinancialAidRcvdInd
Government Financial Aid Rvkd0GovernmentFinancialAidRvkdInd
Compliance With Rev Proc7550Yes (1)ComplianceWithRevProc7550Ind

Supplemental Information Detail SupplementalInformationDetail (3 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
SCHEDULE E, PART I, LINE 3NONDISCRIMINATION POLICY IS PUBLISHED IN THE STUDENT HANDBOOK, IN THE UNIVERSITY CATALOG, AND ON THE UNIVERSITY WEBSITE. WE ARE IN THE PROCESS OF REVISING OUR NONDISCRIMINATION POLICY SO WE ARE COMPLIANT WITH THE REQUIREMENTS OF IRS REV. PROC. 2019-22. AN UPDATE TO OUR NONDISCRIMINATION POLICY IS GOING TO BE POSTED TO OUR WEBSITE, WHICH IS OUR MAIN SOURCE OF COMMUNICATION IN THE NEAR FUTURE.
SCHEDULE E, PART I, LINE 5SOME SCHOLARSHIPS ARE FUNDED BY MINORITY GROUPS WHO SPECIFY THAT THEY SHOULD BE AWARDED ONLY TO THE RESPECTIVE MINORITY STUDENTS. ALL OTHERS ARE AWARDED WITHOUT REGARD TO RACE.
SCHEDULE E, PART I, LINE 6THE UNIVERSITY RECEIVES FUNDS FROM GOVERNMENT AGENCIES AS GRANTS FOR RESEARCH, EDUCATION AND COMMUNITY PROGRAMS. UNIVERSITY STUDENTS RECEIVE FUNDS FROM GOVERNMENT AGENCIES AS GRANTS AND LOANS.

Schedule F IRS990ScheduleF

FieldValueIRS element (for citing)
Grant Records MaintainedYes (1)GrantRecordsMaintainedInd

Account Activities Outside US AccountActivitiesOutsideUSGrp (15 entries)

RegionRegionTxtOfficesOfficesCntEmployeeEmployeeCntType Of Activities ConductedTypeOfActivitiesConductedTxtSpecific Services ProvidedSpecificServicesProvidedTxtRegion Total ExpendituresRegionTotalExpendituresAmt
SUB-SAHARAN AFRICA013PROGRAM SERVICESCONSULTATION, RESEARCH, TEACHING, ACCREDITATION/EVALUATION OF ACADEMIC PROGRAMS, WORKSHOP, MEETING, MISSION TRIP VOLUNTEER$24,394
EAST ASIA AND THE PACIFIC04PROGRAM SERVICESMISSION TRIP VOLUNTEER, RESEARCH$10,380
CENTRAL AMERICA AND THE CARIBBEAN09PROGRAM SERVICESWORKSHOP, CONSULTATION, RESEARCH, MISSION TRIP VOLUNTEER$15,500
SOUTH AMERICA028PROGRAM SERVICESRESEARCH, MEETING, CONSULTATION, CONFERENCE, CONFERENCE,$55,400
MIDDLE EAST AND NORTH AFRICA01PROGRAM SERVICESCONFERENCE$5,570
EUROPE (INCLUDING ICELAND & GREENLAND)09PROGRAM SERVICESMEETINGS, RESEARCH, TEAM POSSABILITIES WORLD CUP, CONVENTION, CONFERENCE$35,307
SOUTH ASIA06PROGRAM SERVICESCONSULTATION, ASSESSMENT, TEACHING, RESEARCH$7,300
NORTH AMERICA (CANADA AND MEXICO)082PROGRAM SERVICESMISSION TRIP VOLUNTEER$8,200
MIDDLE EAST AND NORTH AFRICA00INVESTMENTS$193,455
SOUTH ASIA00INVESTMENTS$102,526
EUROPE (INCLUDING ICELAND AND GREENLAND)00INVESTMENTS$22,789,985
CENTRAL AMERICA AND THE CARIBBEAN00INVESTMENTS$244,006
NORTH AMERICA (CANADA AND MEXICO)00INVESTMENTS$13,837,671
EAST ASIA AND THE PACIFIC00INVESTMENTS$10,383,608
SUB-SAHARAN AFRICA00GRANTMAKING$23,126
FieldValueIRS element (for citing)
Subtotal Offices0SubtotalOfficesCnt
Subtotal Employees152SubtotalEmployeesCnt
Continuation Total Office0ContinuationTotalOfficeCnt
Continuation Total Employee0ContinuationTotalEmployeeCnt
Total Office0TotalOfficeCnt
Total Employee152TotalEmployeeCnt
Subtotal Spent$162,051SubtotalSpentAmt
Continuation Spent$47,574,377ContinuationSpentAmt
Total Spent$47,736,428TotalSpentAmt

Grants To Org Outside US GrantsToOrgOutsideUSGrp

FieldValueIRS element (for citing)
RegionSUB-SAHARAN AFRICARegionTxt
Purpose Of GrantSUPPORT TO PAY STIPEND FOR LOCAL STAFF ON ASSIGNMENTAT MALAWI ADVENTIST HOSPITALPurposeOfGrantTxt
Cash Grant$23,126CashGrantAmt
Manner Of Cash DisbursementWIREMannerOfCashDisbursementTxt
Non Cash Assistance$0NonCashAssistanceAmt
FieldValueIRS element (for citing)
Total501c3 Org1Total501c3OrgCnt
Total Other Org0TotalOtherOrgCnt
Transfer To Foreign CorpYes (1)TransferToForeignCorpInd
Interest In Foreign Trust0InterestInForeignTrustInd
Foreign Corp OwnershipYes (1)ForeignCorpOwnershipInd
Passive Foreign Investmest CoYes (1)PassiveForeignInvestmestCoInd
Foreign PartnershipYes (1)ForeignPartnershipInd
Boycott Countries0BoycottCountriesInd

Supplemental Information Detail SupplementalInformationDetail (4 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
PART I, LINE 2:LLU WORKS IN CONJUNCTION WITH THE LLUH GLOBAL HEALTH INSTITUTE (GHI) TO MONITOR AND TRACK THE PROJECTS THAT ARE OUTSIDE THE UNITED STATES. THE INSTITUTE PROVIDES OPPORTUNITIES FOR STAFF, FACULTY AND STUDENTS. GHI ALSO PROVIDES FOCUS, COORDINATION, AND LOGISTICAL SUPPORT FOR THE MANY INTERNATIONAL INITIATIVES ARISING FROM LOMA LINDA UNIVERSITY SCHOOLS AND HOSPITALS.
PART I, LINE 3:ACCRUAL BASIS
PART III ACCOUNTING METHOD:
PART III:ACCRUAL BASIS

Schedule I IRS990ScheduleI

FieldValueIRS element (for citing)
Grant Records MaintainedYes (1)GrantRecordsMaintainedInd

Recipient Table RecipientTable (8 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdRecipient EINRecipientEINIRC SectionIRCSectionDescCash GrantCashGrantAmtNon Cash AssistanceNonCashAssistanceAmtPurpose Of GrantPurposeOfGrantTxt
LOMA LINDA UNIVERSITY SDA CHURCH
11125 CAMPUS STREETLOMA LINDACA92354952111211501(C)(3)$187,500$0SUPPORT FOR CHURCH EXPANSION
SAC HEALTH SYSTEM
250 S G STREETSAN BERNARDINOCA92410330664371501(C)(3)$583,333$0TO SUPPORT HEALTHCARE AND EDUCATIONAL SERVICES IN UNDERSERVED AREA OF SAN BERNARDINO
FOOD IN NEED OF DISTRIBUTION INC
83-775 CITRUS AVEINDIOCA92201330006007501(C)(3)$55,000$0FRESH PRODUCE PROCUREMENT & DISTRIBUTION FOR DESERT COMMUNITIES
MAKING HOPE HAPPEN FOUNDATION
777 NORTH F STREETSAN BERNARDINOCA92410330122847501(C)(3)$55,000$0SUPPORT TO PROVIDE RESOURCES IN THE COMMUNITY FOR STUDENTS LEARNING
BIG BROTHERS BIG SISTERS OF ORANGE COUNTY & THE INLAND EMPIRE
1801 E EDINGER AVESANTA ANACA92705951992702501(C)(3)$15,000$0TO PROVIDE MENTORING TO AT RISK YOUTH TO DEVELOP POSITIVE GROWTH AND OPPORTUNITY TO ACHIEVE BETTER ACADEMIC SUCCESS
OMPRAKASH INC
2311 N 45TH STREETSEATTLEWA98103208655418501(C)(3)$55,000$0TO SUPPORT FOOD SUSTAINABILITY FOR BLACK FAMILIES DUE TO INCARCERATION
LOMA LINDA UNIVERSITY CHILDREN'S HOSPITAL FOUNDATION
PO BOX 926LOMA LINDACA92354330565591501(C)(3)$10,000$0TO SUPPORT OUR CHILDREN'S HOSPITAL FOUNDATION'S MISSION TO ADVOCATE FOR CHILDREN'S HEALTHCARE
LOMA LINDA ACADEMY
10656 ANDERSON STLOMA LINDACA92354951831069501(C)(3)$12,750$0SUPPORT LOCAL SDA SCHOOL AFFILIATED WITH LLU
FieldValueIRS element (for citing)
Total501c3 Org8Total501c3OrgCnt
Total Other Org0TotalOtherOrgCnt

Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp (8 entries)

Grant TypeGrantTypeTxtRecipientRecipientCntCash GrantCashGrantAmt
SCHOOL OF ALLIED HEALTH PROFESSIONS589$3,097,581
SCHOOL OF DENTISTRY250$879,043
SCHOOL OF MEDICINE617$10,536,724
SCHOOL OF NURSING664$4,707,848
SCHOOL OF PHARMACY164$675,249
SCHOOL OF PUBLIC HEALTH1588$1,004,625
SCHOOL OF RELIGION28$317,198
SCHOOL OF BEHAVIOURAL HEALTH333$2,747,828

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePART I, LINE 2:FormAndLineReferenceDesc
ExplanationGRANTS ARE ACCOUNTED FOR IN THE UNIVERSITY'S ACCOUNTING RECORDS, INCLUDING SUPPORTING DOCUMENTATION FOR ALL EXPENDITURES. GRANT MANAGERS ARE REQUIRED TO ASSERT THAT FUNDS HAVE BEEN SPENT IN ACCORDANCE WITH THE GRANT REQUIREMENTS.ExplanationTxt

Schedule J IRS990ScheduleJ

FieldValueIRS element (for citing)
Travel For CompanionsYes (X)TravelForCompanionsInd
Idemnification Gross Up PmtsYes (X)IdemnificationGrossUpPmtsInd
Housing Allowance Or ResidenceYes (X)HousingAllowanceOrResidenceInd
Written Policy Ref T And E ExpnssYes (1)WrittenPolicyRefTAndEExpnssInd
Substantiation RequiredYes (1)SubstantiationRequiredInd
Severance Payment0SeverancePaymentInd
Supplemental Nonqual Rtr PlanYes (1)SupplementalNonqualRtrPlanInd
Equity Based Comp Arrngm0EquityBasedCompArrngmInd
Comp Based On Revenue Of Flng Org0CompBasedOnRevenueOfFlngOrgInd
Comp Bsd On Rev Related Orgs0CompBsdOnRevRelatedOrgsInd
Comp Bsd Net Earns Flng Org0CompBsdNetEarnsFlngOrgInd
Comp Bsd Net Earns Rltd Orgs0CompBsdNetEarnsRltdOrgsInd
Any Non Fixed PaymentsYes (1)AnyNonFixedPaymentsInd
Initial Contract Exception0InitialContractExceptionInd

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (27 entries)

TitleTitleTxtBase Compensation Filing OrgBaseCompensationFilingOrgAmtCompensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmtBonus Filing OrganizationBonusFilingOrganizationAmountBonus Related OrganizationsBonusRelatedOrganizationsAmtOther Compensation Filing OrgOtherCompensationFilingOrgAmtOther Compensation Rltd OrgsOtherCompensationRltdOrgsAmtDeferred Compensation Flng OrgDeferredCompensationFlngOrgAmtDeferred Comp Rltd OrgsDeferredCompRltdOrgsAmtNontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmtNontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmtTotal Compensation Filing OrgTotalCompensationFilingOrgAmtTotal Compensation Rltd OrgsTotalCompensationRltdOrgsAmtComp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmtComp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt
KERRY HEINRICH
TRUSTEE$0$800,585$0$470,130$0$188,307$0$43,372$0$56,788$0$1,559,182$0$0
TREVOR WRIGHT
TRUSTEE$0$685,907$0$288,073$0$123,933$0$44,224$0$61,837$0$1,203,974$0$0
ROBERT MARTIN
TRUSTEE$0$755,000$0$257,897$0$22,922$0$34,800$0$7,200$0$1,077,819$0$0
HERBERT RUCKLE
TRUSTEE$0$500,000$0$222,000$0$5,750$0$34,800$0$7,700$0$770,250$0$0
RICARDO PEVERINI
TRUSTEE$0$495,000$0$225,000$0$0$0$34,800$0$6,200$0$761,000$0$0
TAMARA THOMAS
DEAN-SCHOOL OF MEDICINE$0$509,723$0$0$0$120,654$0$36,781$0$33,697$0$700,855$0$0
RICHARD H HART
TRUSTEE, PRESIDENT$0$505,861$0$0$0$103,572$0$36,598$0$42,916$0$688,947$0$0
ALAN HERFORD
PROFESSOR$167,302$0$2,400$0$277,779$0$60,931$0$23,652$0$532,064$0$0$0
DOUGLAS HEGSTAD
TRUSTEE$0$416,667$0$50,225$0$8,333$0$34,800$0$6,200$0$516,225$0$0
RODNEY NEAL
SENIOR VICE PRESIDENT, FINANCIAL AFF$0$277,927$0$79,087$0$33,914$0$33,800$0$40,240$0$464,968$0$0
IRIS HYUNJOO NAM
PROGRAM DIRECTOR 2$96,767$0$2,629$0$276,972$0$59,312$0$20,890$0$456,570$0$0$0
RICHARD CHINNOCK
TRUSTEE$0$347,500$0$45,000$0$4,500$0$34,800$0$6,200$0$438,000$0$0
ROGER WOODRUFF
TRUSTEE$0$300,000$0$95,225$0$0$0$34,800$0$6,200$0$436,225$0$0
LEW MOWERY
ASSISTANT SECRETARY$0$255,951$0$68,549$0$34,953$0$32,660$0$29,709$0$421,822$0$0
MICHAEL SAMARDZIJA
VP-RESEARCH AFFAIRS$0$282,154$0$0$0$33,005$0$48,407$0$40,529$0$404,095$0$0
BRIAN CHU
DENTAL ANESTHESIA SPECIALIST$290,400$0$2,553$0$47,154$0$36,782$0$7,992$0$384,881$0$0$0
RACHEL MY-LINH DASON
DENTAL ANESTHESIA SPECIALIST$284,400$0$2,553$0$47,154$0$36,641$0$7,992$0$378,740$0$0$0
JAIME LOZADA
PROGRAM DIRECTOR 2$167,793$0$2,400$0$149,357$0$35,954$0$17,268$0$372,772$0$0$0
RONALD L CARTER
PROVOST$0$275,262$0$0$0$42,493$0$17,656$0$32,739$0$368,150$0$0
ROBERT A HANDYSIDES
DEAN-SCHOOL OF DENTISTRY$248,944$0$2,400$0$22,472$0$33,666$0$24,252$0$331,734$0$0$0
DAVID P HARRIS
VICE PRESIDENT$0$186,538$0$0$0$16,571$0$23,210$0$27,316$0$253,635$0$0
KARL HAFFNER
VP-STUDENT SERVICES$0$181,385$0$0$0$19,008$0$18,065$0$33,532$0$251,990$0$0
ELIZABETH BOSSERT
DEAN-SCHOOL OF NURSING$186,325$0$900$0$5,850$0$26,000$0$9,367$0$228,442$0$0$0
BEVERLY BUCKLES
DEAN-SCHOOL OF BEHAVIORAL HEALTH$174,669$0$400$0$13,062$0$25,587$0$9,492$0$223,210$0$0$0
MYRNA HANNA
CORPORATE SECRETARY$0$126,637$0$31,382$0$22,842$0$19,114$0$16,368$0$216,343$0$0
HELEN HOPP MARSHAK
DEAN-SCHOOL OF PUBLIC HEALTH$167,200$0$2,563$0$3,386$0$24,068$0$15,036$0$212,253$0$0$0
KENNETH IWAKOSHI
EXEC. DIRECTOR-TRUST ADMINISTRATION$0$125,179$0$27,986$0$18,521$0$19,017$0$8,040$0$198,743$0$0

Supplemental Information Detail SupplementalInformationDetail (5 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
PART I, LINE 1AHOUSING ALLOWANCE IS PROVIDED TO THE VP-STUDENT SERVICES. THE TAXABLE COST OF THIS BENEFIT IS INCLUDED IN THE EMPLOYEE'S W-2. LLU'S SENIOR EXECUTIVES ARE EMPLOYED BY LLUH AND LLUH BENEFITS PROVIDE FOR PAYMENT OF THE TRAVEL EXPENSES FOR A SPOUSE TO ACCOMPANY AN EMPLOYEE ON ONE BUSINESS TRIP PER YEAR. IF USED, THE TAXABLE COST OF THIS BENEFIT IS INCLUDED IN THE EMPLOYEE'S W-2. 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 RECEIVED THIS BENEFIT. THE TAXABLE COST OF THIS BENEFIT IS INCLUDED IN THE EMPLOYEE'S W-2.
PART I, LINE 3THE ORGANIZATION RELIED ON A RELATED ORGANIZATION THAT USED ONE OR MORE OF THE METHODS DESCRIBED TO ESTABLISH TOP MANAGEMENT OFFICIAL'S COMPENSATION.
PART I, LINE 4BNET FLEX PLAN CREDITS PAID TO EMPLOYEE IN CASH: CARTER, RONALD $24,297 HARRIS, DAVID PAUL $1,290 HART, RICHARD HENRY $82,198 MOWERY, JR, LLEWELLYN L. $18,009 NEAL, RODNEY $16,517 SAMRADZIJA, MICHAEL $17,623 THOMAS, TAMARA LYNN $88,841 HEINRICH, KERRY L. $152,672 WRIGHT, TREVOR $104,185
PART I, LINE 7BONUSES ARE APPROVED BY THE BOARD OF DIRECTORS AND BASED ON MEETING GOALS.
SCHEDULE J, PART II:THE FOLLOWING OFFICERS LISTED ON THE FORM 990, PART VII, LINE 1A OR ON SCHEDULE J, PART II ARE EMPLOYED BY LLUH. LLUH PAYS THE COMPENSATION FOR THESE OFFICERS AND REPORTS THE COMPENSATION AMOUNTS IN THE FORMS W-2 FOR EACH OFFICER. AMOUNTS REPORTED ON THE FORM 990, PART VII, LINE 1A, COLUMNS E AND F, OR ON SCHEDULE J, PART II, COLUMN E REPRESENT TOTAL AMOUNTS OF COMPENSATION RECEIVED BY EACH OFFICER FROM LLUH. THE OFFICERS DO NOT RECEIVE ANY OTHER COMPENSATION AMOUNTS FROM RELATED ORGANIZATIONS. LLUH ALLOCATES THE COMPENSATION AMOUNTS TO THE APPLICABLE RELATED ORGANIZATIONS AND RECEIVES REIMBURSEMENT PAYMENTS PURSUANT TO THE MANAGEMENT CONTRACT. ALLOCATION PERCENTAGES OF THE COMPENSATION PAYMENTS FOR THE OFFICERS ARE AS FOLLOWS: -CARTER, RONALD COMPENSATION, SERP BENEFIT: 100% FUNDED BY LLU. -HAFFNER, KARL COMPENSATION: 100% FUNDED BY LLU -HANNA, MYRNA COMPENSATION & BENEFITS FUNDED 100% BY LLUSS -HARRIS, DAVID PAUL COMPENSATION: 100% FUNDED BY LLU -HART, RICHARD HENRY COMPENSATION, EXCLUDING SERP BENEFIT: 50% FUNDED BY LLU, 32% FUNDED BY LLUMC, 12% FUNDED BY LLUCH, 5% FUNDED BY MURRIETA AND 1% FUNDED BY LLUMBMC SERP BENEFIT: 100% FUNDED BY LLUMC -MOWERY, JR, LLEWELLYN L. COMPENSATION, EXCLUDING INCENTIVE AND SERP BENEFIT: 100% FUNDED BY LLUSS. INCENTIVE AND SERP BENEFIT: 100% FUNDED BY LLUMC -NEAL, RODNEY COMPENSATION, EXCLUDING INCENTIVE AND SERP BENEFIT: 85% FUNDED BY LLU AND 15% FUNDED BY LLUSS. INCENTIVE AND SERP BENEFIT: 100% FUNDED BY LLUMC -SAMARDZIJA, MICHAEL COMPENSATION, SERP BENEFIT: 100% FUNDED BY LLU. -THOMAS, TAMARA LYNN COMPENSATION: 100% FUNDED BY LLU -IWAKOSHI, KENNETH COMPENSATION: 100% FUNDED BY LLU

Schedule K IRS990ScheduleK

Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp

FieldValueIRS element (for citing)
Bond ReferenceABondReferenceCd

Issuer Name IssuerName

FieldValueIRS element (for citing)
Business Name Line1CALIFORNIA EDUCATIONAL FACILITIES AUTHORITYBusinessNameLine1Txt
FieldValueIRS element (for citing)
Bond Issuer EIN521705592BondIssuerEIN
CUSIP130179JF2CUSIPNum
Bond Issued2017-03-09BondIssuedDt
Issue Price$149,174,009IssuePriceAmt
PurposeSEE PART VIPurposeDesc
Defeased0DefeasedInd
On Behalf Of Issuer0OnBehalfOfIssuerInd
Pool Financing0PoolFinancingInd

Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp

FieldValueIRS element (for citing)
Bond ReferenceABondReferenceCd
Retired$6,185,000RetiredAmt
Total Proceeds$150,072,279TotalProceedsAmt
Capitalized Interest$9,858,508CapitalizedInterestAmt
Issuance Costs From Proceeds$886,454IssuanceCostsFromProceedsAmt
Capital Expenditures$50,023,695CapitalExpendituresAmt
Other Spent Proceeds$89,303,622OtherSpentProceedsAmt
Substantial Completion2020SubstantialCompletionYr
Refunding Tax Exempt BondsYes (1)RefundingTaxExemptBondsInd
Refunding Taxable Bonds0RefundingTaxableBondsInd
Final Allocation MadeYes (1)FinalAllocationMadeInd
Adequate Books And Rec MaintYes (1)AdequateBooksAndRecMaintInd

Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp

FieldValueIRS element (for citing)
Bond ReferenceABondReferenceCd
Owning Bond Financed Property0OwningBondFinancedPropertyInd
Any Lease ArrangementsYes (1)AnyLeaseArrangementsInd
Mgmt Contract Bond Fincd PropYes (1)MgmtContractBondFincdPropInd
Engage Bond Counsel ContractsYes (1)EngageBondCounselContractsInd
Any Research AgreementsYes (1)AnyResearchAgreementsInd
Engage Bond Counsel ResearchYes (1)EngageBondCounselResearchInd
Private Bus Use By Others0.01200PrivateBusUseByOthersPct
Private Bus Concerning UBI0.00100PrivateBusConcerningUBIPct
Total Private Business Use0.01300TotalPrivateBusinessUsePct
Bond Iss Meet Prvt Sec Pymt Test0BondIssMeetPrvtSecPymtTestInd
Change In Use Bond Financed Prop0ChangeInUseBondFinancedPropInd
Procs Nonqualified Bond RemdtdYes (1)ProcsNonqualifiedBondRemdtdInd

Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp

FieldValueIRS element (for citing)
Bond ReferenceABondReferenceCd
Form8038 T Filed0Form8038TFiledInd
Rebate Not Due Yet0RebateNotDueYetInd
Exception To RebateYes (1)ExceptionToRebateInd
No Rebate DueYes (1)NoRebateDueInd
Variable Rate Issue0VariableRateIssueInd
Hedge Identified In Bks And Rec0HedgeIdentifiedInBksAndRecInd
Gross Proceeds Invested In GIC0GrossProceedsInvestedInGICInd
Gross Proceeds Invested0GrossProceedsInvestedInd
Written Proc To Monitor ReqsYes (1)WrittenProcToMonitorReqsInd

Procedures Corrective Action ProceduresCorrectiveActionGrp

FieldValueIRS element (for citing)
Bond ReferenceABondReferenceCd
Procedures Corrective ActionYes (1)ProceduresCorrectiveActionInd

Supplemental Information Detail SupplementalInformationDetail (5 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
PART I (F):THE BONDS WERE ISSUED TO FINANCE CAPITAL PROJECTS, TO CURRENT REFUNDED SERIES 2007A BONDS (ISSUED ON NOVEMBER 14, 2007) TO REPAY THE BORROWER'S BANK OF AMERICA LOAN (ISSUED ON FEBRUARY 13, 2015), AND TO PAY COSTS OF ISSUANCE.
PART II, LINE 3:THE TOTAL PROCEEDS SHOWN IN PART II, LINE 3 DIFFERS FROM THE ISSUE PRICE SHOWN IN PART I, (E) DUE TO INTEREST EARNINGS ON INVESTED PROCEEDS.
PART III, LINE 7:AS PROVIDED IN TREASURY REGULATION SECTION 1.141-4(C)(2)(I)(B), THE AMOUNT OF PRIVATE PAYMENTS TAKEN INTO ACCOUNT UNDER THE PRIVATE PAYMENT TEST MAY NOT EXCEED THE AMOUNT OF PRIVATE BUSINESS USE AND/OR UNRELATED TRADE OR BUSINESS USE. ACCORDINGLY, THE AMOUNT OF PRIVATE PAYMENTS FOR THE REPORTING PERIOD DOES NOT EXCEED THE AMOUNT STATED IN PART III, LINE 6. THE ORGANIZATION HAS NOT UNDERTAKEN AN ANALYSIS OF THE PRIVATE SECURITY OR PAYMENT TEST WITH RESPECT TO THE BONDS, AS THE LEVEL OF PRIVATE BUSINESS USE AND/OR UNRELATED TRADE OR BUSINESS REPORTED IN PART III, LINE 6, IS NOT IN EXCESS OF AMOUNTS PERMITTED UNDER SECTION 145 OF THE CODE.
PART IV, LINE 2(B):THE REFUNDING PORTION OF THE BONDS HAVE MET THE 6-MONTH SPENDING EXCEPTION TO REBATE.
PART IV, LINE 2(C):THE MOST RECENT REBATE REPORT WAS PREPARED BY BLX GROUP ON 04/04/21.

Schedule M IRS990ScheduleM

Securities Publicly Traded SecuritiesPubliclyTradedGrp

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
Contribution5ContributionCnt
Noncash Contributions Rpt F990$432,072NoncashContributionsRptF990Amt
Method Of Determining RevenuesQUOTED PRICE ON EXCHANGEMethodOfDeterminingRevenuesTxt

Historical Artifacts HistoricalArtifactsGrp

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
Contribution1ContributionCnt
Noncash Contributions Rpt F990$5,000NoncashContributionsRptF990Amt
Method Of Determining RevenuesFMVMethodOfDeterminingRevenuesTxt

Other Non Cash Contri Table OtherNonCashContriTableGrp (2 entries)

Non Cash CheckboxNonCashCheckboxIndDescDescContributionContributionCntNoncash Contributions Rpt F990NoncashContributionsRptF990AmtMethod Of Determining RevenuesMethodOfDeterminingRevenuesTxt
Yes (X)DENTAL & OTHER EQUIPMENT3$45,827FMV
Yes (X)DENTAL BOOKS & RELATED SUPPLIES3$29,439FMV
FieldValueIRS element (for citing)
Form8283 Received1Form8283ReceivedCnt
Any Property That Must Be Held0AnyPropertyThatMustBeHeldInd
Review Process Unusual NC GiftsYes (1)ReviewProcessUnusualNCGiftsInd
Third Parties Used0ThirdPartiesUsedInd

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePART I, COLUMN (B):FormAndLineReferenceDesc
ExplanationTHE UNIVERSITY IS REPORTING NUMBER OF CONTRIBUTIONS.ExplanationTxt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (11 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990, PART VI, SECTION A, LINE 2THE NATURE OF THE RELATIONSHIP IS EMPLOYMENT.
FORM 990, PART VI, SECTION A, LINE 3EXECUTIVE LEADERSHIP IS EMPLOYED BY LOMA LINDA UNIVERSITY HEALTH (LLUH), A RELATED 501(C)(3) ORGANIZATION. LLUH IS THE SOLE MEMBER OF LOMA LINDA UNIVERSITY.
FORM 990, PART VI, SECTION A, LINE 6LLUH IS THE SOLE MEMBER OF LLU.
FORM 990, PART VI, SECTION A, LINE 7ALLUH AS THE SOLE MEMBER MAINTAINS CERTAIN RESERVED POWERS, INCLUDING THE POWER TO APPOINT OR REMOVE TRUSTEES.
FORM 990, PART VI, SECTION A, LINE 7BTHE POWERS RESERVED BY LLUH AS MEMBER, WHICH MAY ONLY BE EXERCISED BY THE LLUH BOARD UPON THE AFFIRMATIVE VOTE OF TWO-THIRDS OF THE TRUSTEES PRESENT AND VOTING AT ANY REGULAR OR SPECIAL MEETING OF THE BOARD AT WHICH A QUORUM IS PRESENT ARE TO: 1. APPROVE OR RATIFY ALL CHANGES TO THE ARTICLES OF INCORPORATION AND BYLAWS OF LLU, AS CORPORATE MEMBER. 2. APPOINT THE BOARD FOR LLU AS THE MEMBER. 3. APPROVE ANY SIGNIFICANT CHANGE IN THE CORPORATE PURPOSES OF LLU. THE POWERS RESERVED BY LLUH AS MEMBER, WHICH SHALL ONLY BE EXERCISED BY THE LLUH BOARD UPON MAJORITY VOTE OF LLUH'S TRUSTEES PRESENT AND VOTING AT A REGULAR OR SPECIAL MEETING WHENEVER A QUORUM IS PRESENT, ARE TO: 1. REMOVE FROM OFFICE ANY TRUSTEE OF LLU WITH OR WITHOUT CAUSE. 2. APPOINT THE EXECUTIVE VICE PRESIDENT FOR UNIVERSITY AFFAIRS WHO SHALL ORDINARILY SERVE AS THE CHANCELLOR. 3. APPROVE ANY MERGER, CONSOLIDATION, DISSOLUTION, SALE, OR TRANSFER OF MORE THAN TEN MILLION DOLLARS OF THE ASSETS OF LLU. 4. REQUIRE LLU TO HAVE A POLICY FOR BORROWING FUNDS THAT IS CONGRUENT WITH THE LLUH BOARD-APPROVED POLICY ON BORROWING. 5. APPROVE ALL BORROWING OF FIVE MILLION DOLLARS OR MORE BY LLU OR ITS SUBSIDIARIES (SEE BOARD-APPROVED POLICY FOR BORROWING OF FUNDS). 6. APPROVE ANY EXCEPTIONS TO THE POLICY FOR THE BORROWING OF FUNDS BY LLU. 7. APPROVE THE STRATEGIC PLAN OF LLU. 8. APPROVE MAJOR CONSTRUCTION PROJECTS OF LLU. 9. APPROVE INSTITUTES AND CORPORATIONS SUBSIDIARY OF LLU. 10. ACCEPT THE ANNUAL AUDITED FINANCIAL STATEMENTS OF LLU. 11. APPROVE THE ANNUAL OPERATING AND CAPITAL BUDGETS OF LLU. 12. APPROVE THE LLU CONTRACTING GUIDELINES. 13. APPROVE RECOMMENDATIONS FROM LLU AND ITS SUBSIDIARIES FOR BUSINESS DEVELOPMENT PLANS AND ACTIVITIES. 14. REQUIRE LLU TO HAVE A COMPLIANCE PROGRAM.
FORM 990, PART VI, SECTION B, LINE 11BTHE FORM 990 IS REVIEWED BY INTERNAL AUDIT, MANAGEMENT, THE AUDIT COMMITTEE AND BOARD OF TRUSTEES FOR REVIEW AND COMMENTS PRIOR TO FILING.
FORM 990, PART VI, SECTION B, LINE 12CGENERAL COUNSEL ANNUALLY OBTAINS STATEMENT 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. THE GENERAL CONFERENCE AUDITING DEPARTMENT ANNUALLY AUDITS COMPLIANCE WITH THIS POLICY.
FORM 990, PART VI, SECTION B, LINE 15BTHE FILING ORGANIZATION DOES NOT DETERMINE COMPENSATION FOR THE ORGANIZATION'S PRESIDENT, OR ANY OFFICER OF LLU DIRECTLY COMPENSATED BY LLUH, OUR PARENT COMPANY. OFFICERS AND OTHERS NOT COMPENSATED BY LLUH ARE COMPENSATED DIRECTLY BY LLU OR ANOTHER AFFILIATED COMPANY. COMPENSATION IS SET BY A RELATED ORGANIZATION, THEREFORE QUESTION 15A IS "NO" IN ACCORDANCE WITH THE FORM INSTRUCTIONS. LLUH, LLU'S PARENT ORGANIZATION, EMPLOYS AN INDEPENDENT OUTSIDE CONSULTING FIRM TO BENCHMARK COMPENSATION FOR LLUH EMPLOYEES, INCLUDING THE CEO AND TOP MANAGEMENT. LLUH PROVIDES MANAGEMENT SERVICES FOR LLU. THE LLUH EXECUTIVE COMPENSATION COMMITTEE USES THE RESULTS OF THE INDEPENDENT SURVEY TO ESTABLISH PAY SCALES FOR THE NEXT FISCAL YEAR. THE EXECUTIVE COMPENSATION COMMITTEE SETS THE TOTAL COMPENSATION BELOW THE INDUSTRY MEAN AND MEDIAN AMOUNTS PROVIDED IN THE SURVEY. THE EXECUTIVE COMPENSATION COMMITTEE IS COMPOSED OF TRUSTEES APPOINTED BY THE LLUH BOARD WHO ARE INDEPENDENT OF LLUH'S MANAGEMENT. THE EXECUTIVE COMPENSATION COMMITTEE IS APPOINTED BY THE LLUH BOARD OF TRUSTEES TO HAVE DIRECT RESPONSIBILITY FOR ESTABLISHING COMPENSATION, POLICIES, AND BENEFITS FOR THE SENIOR EXECUTIVES OF LLUH. THE COMMITTEE'S PROCESS INCLUDES CONTEMPORANEOUS SUBSTANTIATION OF DELIBERATIONS AND DECISIONS. FOR KEY EMPLOYEES AND HIGHLY COMPENSATED OTHER THAN THE OFFICERS AS WELL AS EMPLOYEES IN LEADERSHIP POSITIONS, LLU 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. THIS PROCESS WAS LAST UNDERTAKEN IN DECEMBER 2021 FOR ALL OFFICERS OF LOMA LINDA UNIVERSITY.
FORM 990, PART VI, SECTION C, LINE 19LLU WILL MAKE ITS GOVERNING DOCUMENTS AND CONFLICT OF INTEREST POLICY AVAILABLE TO THE PUBLIC UPON REQUEST. THE CONFLICT OF INTEREST POLICY IS ALSO POSTED ON THE ORGANIZATION'S INTERNAL WEBSITE FOR EMPLOYEES. AUDITED FINANCIAL STATEMENTS ARE MADE AVAILABLE TO THE PUBLIC UPON REQUEST AND ARE AVAILABLE ON ITS WEBSITE. 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 IX, LINE 11GADMIN SUPPORT SERVICES: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 4,547,343. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 4,547,343. ADVANCEMENT: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 4,956,582. TOTAL EXPENSES 4,956,582. FACILITIES SUPPORT SERVICES: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 300,847. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 300,847. FINANCIAL SERVICES: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 1,270,713. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 1,270,713. HR AND COMPENSATION SUPPORT SERVICES: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 1,839,883. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 1,839,883. INFORMATION SUPPORT SERVICES: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 1,271,782. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 1,271,782. OTHER: PROGRAM SERVICE EXPENSES 15,968,993. MANAGEMENT AND GENERAL EXPENSES 7,220,558. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 23,189,551. REPAIRS & MAINTENANCE: PROGRAM SERVICE EXPENSES 918,974. MANAGEMENT AND GENERAL EXPENSES 2,823,838. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 3,742,812. RESEARCH AND EDUCATION SUPPORT SERVICES: PROGRAM SERVICE EXPENSES 3,639,383. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 3,639,383. VALUE ADDED SUPPORT SERVICES: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 1,521,888. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 1,521,888.
FORM 990, PART XI, LINE 9:UNRELATED BUSINESS INCOME FROM PARTNERSHIPS 530,118. EQUITY ADJUSTMENT -1,072,930. TRANSFER FROM LLUMC 3,500,000. TRANSFER TO AFFILIATES -1,119,230.

Schedule R IRS990ScheduleR

Id Disregarded Entities IdDisregardedEntitiesGrp (105 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdEINEINPrimary ActivitiesPrimaryActivitiesTxtLegal Domicile StateLegalDomicileStateCdTotal IncomeTotalIncomeAmtEnd Of Year AssetsEndOfYearAssetsAmtBusiness Name Line1DirectControllingEntityName/BusinessNameLine1Txt
LLU LAKESIDELLC
11145 ANDERSON STREET BC-200LOMA LINDACA92350951816009MULTIFAMILY RESIDENTIAL REAL ESTATECA$552,520$0LLU
LLU NORTH RIVER MULTIFAMILY PROPERTY LLC
11145 ANDERSON STREET BC-200LOMA LINDACA92350951816009MULTIFAMILY RESIDENTIAL REAL ESTATECA-$97,383$0LLU
LLU ARTESSA LLC
11145 ANDERSON STREET BC-200LOMA LINDACA92350951816009MULTIFAMILY RESIDENTIAL REAL ESTATECA-$156,814$19,147,865LLU
LLU FOUNTAIN GLEN MULTIFAMILY PROPERTY LLC
11145 ANDERSON STREET BC-200LOMA LINDACA92350951816009MULTIFAMILY RESIDENTIAL REAL ESTATECA$13,768,420$0LLU
LLU TENNESSEE MULTIFAMILY PROPERTIES LLC
11145 ANDERSON STREET BC-200LOMA LINDACA92350951816009MULTIFAMILY RESIDENTIAL REAL ESTATECA-$46,617$6,182,464LLU
LLU OPUS 29 LLC
11145 ANDERSON STREET BC-200LOMA LINDACA92350951816009MULTIFAMILY RESIDENTIAL REAL ESTATECA-$258,379$14,634,406LLU
LLU MAITLAND MULTIFAMILY PROPERTY LLC
11145 ANDERSON STREET BC-200LOMA LINDACA92350951816009MULTIFAMILY RESIDENTIAL REAL ESTATECA$0$0LLU
LOMA LINDA TEXAS PROPERTIES II LLC
11145 ANDERSON STREET BC-200LOMA LINDACA92350951816009MULTIFAMILY RESIDENTIAL REAL ESTATECA-$752,666$3,938,333LLU
LLU CHAZAL MULTIFAMILY PROPERTY LLC
11145 ANDERSON STREET BC-200LOMA LINDACA92350951816009MULTIFAMILY RESIDENTIAL REAL ESTATECA-$1,946,028$4,953,397LLU
LLU MULTIFAMILY PROPERTIES IV LLC
11145 ANDERSON STREET BC-200LOMA LINDACA92350462345905MULTIFAMILY RESIDENTIAL REAL ESTATECA-$948,493$2,991,622LLU
LLU MULTIFAMILY PROPERTIES LLC
11145 ANDERSON STREET BC-200LOMA LINDACA92350951816009MULTIFAMILY RESIDENTIAL REAL ESTATECA-$241,781$4,216,179LLU
LOMA LINDA TEXAS PROPERTIES LLC
11145 ANDERSON STREET BC-200LOMA LINDACA92350455362289MULTIFAMILY RESIDENTIAL REAL ESTATECA-$843,638$7,264,621LLU
LLU FARMGATE MULTIFAMILY PROPERTY LLC
11145 ANDERSON STREET BC-200LOMA LINDACA92350951816009MULTIFAMILY RESIDENTIAL REAL ESTATECA-$402,054$8,918,378LLU
LLU HOUSTON HOUSE LLC
11145 ANDERSON STREET BC-200LOMA LINDACA92350951816009MULTIFAMILY RESIDENTIAL REAL ESTATECA-$1,102,694$4,494,705LLU
LLU MULTIFAMILY PROPERTIES II LLC
11145 ANDERSON STREET BC-200LOMA LINDACA92350951816009MULTIFAMILY RESIDENTIAL REAL ESTATECA-$269,033$6,116,896LLU
LOMA LINDA TEXAS PROPERTIES III LLC
11145 ANDERSON STREET BC-200LOMA LINDACA92350951816009MULTIFAMILY RESIDENTIAL REAL ESTATECA-$521,709$7,758,962LLU
LLU MULTIFAMILY PROPERTIES III LLC
11145 ANDERSON STREET BC-200LOMA LINDACA92350951816009MULTIFAMILY RESIDENTIAL REAL ESTATECA-$217,361$7,461,751LLU
LLU RIVERBEND MULTIFAMILY PROPERTY LLC
11145 ANDERSON STREET BC-200LOMA LINDACA92350951816009MULTIFAMILY RESIDENTIAL REAL ESTATECA-$229,661$6,231,415LLU
LLU SAGEGATE MULTIFAMILY PROPERTY LLC
11145 ANDERSON STREET BC-200LOMA LINDACA92350951816009MULTIFAMILY RESIDENTIAL REAL ESTATECA$0$4,254,906LLU
LLU SAN MIGUEL LLC
11145 ANDERSON STREET BC-200LOMA LINDACA92350951816009MULTIFAMILY RESIDENTIAL REAL ESTATECA-$769,551$7,563,904LLU
LLU SIENNA VISTA MULTIFAMILY PROPERTY LLC
11145 ANDERSON STREET BC-200LOMA LINDACA92350951816009MULTIFAMILY RESIDENTIAL REAL ESTATECA-$73,302$4,879,645LLU
LLU THORNBRIDGE MULTIFAMILY PROPERTY LLC
11145 ANDERSON STREET BC-200LOMA LINDACA92350951816009MULTIFAMILY RESIDENTIAL REAL ESTATECA$77,036$14,723,551LLU
LLU TUSCAN HEIGHTS MULTIFAMILY LLC
11145 ANDERSON STREET BC-200LOMA LINDACA92350951816009MULTIFAMILY RESIDENTIAL REAL ESTATECA-$1,101,238$13,573,735LLU
LLU MULTIFAMILY PROPERTIES II LLC
11145 ANDERSON STREET BC-200LOMA LINDACA92350951816009MULTIFAMILY RESIDENTIAL REAL ESTATECA$28,928$3,805,118LLU
LLU MULTIFAMILY PROPERTIES LLC
11145 ANDERSON STREET BC-200LOMA LINDACA92350951816009MULTIFAMILY RESIDENTIAL REAL ESTATECA-$241,781$4,242,199LLU
LLU WESTBURY MULTIFAMILY PROPERTY LLC
11145 ANDERSON STREET BC-200LOMA LINDACA92350951816009MULTIFAMILY RESIDENTIAL REAL ESTATECA-$188,051$5,481,375LLU
LLU VUE 25 MULTIFAMILY PROPERTY LLC
11145 ANDERSON STREET BC-200LOMA LINDACA92350951816009MULTIFAMILY RESIDENTIAL REAL ESTATECA-$435,164$6,997,241LLU
LLU COBBLEGATE MULTIFAMILY PROPERTY LLC
11145 ANDERSON STREET BC-200LOMA LINDACA92350951816009MULTIFAMILY RESIDENTIAL REAL ESTATECA-$863,630$13,094,391LLU
LLU LUMINA MULTIFAMILY PROPERTY LLC
11145 ANDERSON STREET BC-200LOMA LINDACA92350951816009MULTIFAMILY RESIDENTIAL REAL ESTATECA$0$0LLU
LLU TRAX MULTIFAMILY PROPERTY LLC
11145 ANDERSON STREET BC-200LOMA LINDACA92350951816009MULTIFAMILY RESIDENTIAL REAL ESTATECA$0$6,312LLU
LLU PARK MULTIFAMILY PROPERTY LLC
11145 ANDERSON STREET BC-200LOMA LINDACA92350951816009MULTIFAMILY RESIDENTIAL REAL ESTATECA$0$2,031,506LLU
LLU NOVI MULTIFAMILY PROPERTY LLC
11145 ANDERSON STREET BC-200LOMA LINDACA92350951816009MULTIFAMILY RESIDENTIAL REAL ESTATECA-$19,262$2,765,670LLU
LLU INSIGNIA MULTIFAMILY PROPERTY LLC
11145 ANDERSON STREET BC-200LOMA LINDACA92350951816009MULTIFAMILY RESIDENTIAL REAL ESTATECA$53,482$7,324,405LLU
LLU LYON LIVING LLC
11145 ANDERSON STREET BC-200LOMA LINDACA92350951816009MULTIFAMILY RESIDENTIAL REAL ESTATECA$0$32,858,763LLU
LLU LODGE MULTIFAMILY PROPERTY LLC
11145 ANDERSON STREET BC-200LOMA LINDACA92350951816009MULTIFAMILY RESIDENTIAL REAL ESTATECA-$793,424$7,877,359LLU
LLU EDGE MULTIFAMILY PROPERTY LLC
11145 ANDERSON STREET BC-200LOMA LINDACA92350951816009MULTIFAMILY RESIDENTIAL REAL ESTATECA-$820,002$4,033,002LLU
LLU MARQ MULTIFAMILY PROPERTY LLC
11145 ANDERSON STREET BC-200LOMA LINDACA92350951816009MULTIFAMILY RESIDENTIAL REAL ESTATECA$5,539,012$0LLU
LLU ENCLAVE MULTIFAMILY PROPERTY LLC
11145 ANDERSON STREET BC-200LOMA LINDACA92350951816009MULTIFAMILY RESIDENTIAL REAL ESTATECA$0$0LLU
LLU FARMINGTON MULTIFAMILY PROPERTY LLC
11145 ANDERSON STREET BC-200LOMA LINDACA92350951816009MULTIFAMILY RESIDENTIAL REAL ESTATECA$117,464$13,971,465LLU
LLU GRAMERCY MULTIFAMILY PROPERTY LLC
11145 ANDERSON STREET BC-200LOMA LINDACA92350951816009MULTIFAMILY RESIDENTIAL REAL ESTATECA-$166,467$15,462,827LLU
LLU CLOCKTOWER MULTIFAMILY PROPERTY LLC
11145 ANDERSON STREET BC-200LOMA LINDACA92350951816009MULTIFAMILY RESIDENTIAL REAL ESTATECA$0$0LLU
LLU KENNEDY CREEK MULTIPROPERTY LLC
11145 ANDERSON STREET BC-200LOMA LINDACA92350951816009MULTIFAMILY RESIDENTIAL REAL ESTATECA$1,911,798$99,143LLU
LLU PILOT BUTTE MULTIFAMILY PROPERTY LLC
11145 ANDERSON STREET BC-200LOMA LINDACA92350951816009MULTIFAMILY RESIDENTIAL REAL ESTATECA-$293,873$11,181,915LLU
LLU LAZO MULTIFAMILY PROPERTIES LLC
11145 ANDERSON STREET BC-200LOMA LINDACA92350951816009MULTIFAMILY RESIDENTIAL REAL ESTATECA$0$3,112,500LLU
LLU LUNAIRE APARTMENT LLC
11145 ANDERSON STREET BC-200LOMA LINDACA92350951816009MULTIFAMILY RESIDENTIAL REAL ESTATECA-$82,002$6,909,540LLU
LLU FLEMING ISLAND MULTIFAMILY PARTNERSHIP
11145 ANDERSON STREET BC-200LOMA LINDACA92350951816009MULTIFAMILY RESIDENTIAL REAL ESTATECA$170$4,000,000LLU
LLU WESCOTT MULTIFAMILY PROPERTY LLC
11145 ANDERSON STREET BC-200LOMA LINDACA92350951816009MULTIFAMILY RESIDENTIAL REAL ESTATECA$0$3,791,400LLU
LLU VILLA SERENA MULTIFAMILY PROPERTY LLC
11145 ANDERSON STREET BC-200LOMA LINDACA92350951816009MULTIFAMILY RESIDENTIAL REAL ESTATECA$0$0LLU
LLU VERDIER MULTIFAMILY PROPERTY LLC
11145 ANDERSON STREET BC-200LOMA LINDACA92350951816009MULTIFAMILY RESIDENTIAL REAL ESTATECA$0$4,549,700LLU
LLU RIVERPOINTE MULTIFAMILY PROPERTY LLC
11145 ANDERSON STREET BC-200LOMA LINDACA92350951816009MULTIFAMILY RESIDENTIAL REAL ESTATECA$0$0LLU
LLU TOMPKINS COVE LLC
11145 ANDERSON STREET BC-200LOMA LINDACA92350951816009MULTIFAMILY RESIDENTIAL REAL ESTATECA-$974,376$1,955,598LLU
LLU PARCLAND MULTIFAMILY PROPERTY LLC
11145 ANDERSON STREET BC-200LOMA LINDACA92350951816009MULTIFAMILY RESIDENTIAL REAL ESTATECA$0$3,474,000LLU
LLU SAGESGTONE ASPIRE LLC
11145 ANDERSON STREET BC-200LOMA LINDACA92350951816009MULTIFAMILY RESIDENTIAL REAL ESTATECA$0$4,456,435LLU
LLU VERDE VISTA MULTIFAMILY PROPERTIES LLC
11145 ANDERSON STREET BC-200LOMA LINDACA92350951816009MULTIFAMILY RESIDENTIAL REAL ESTATECA$0$3,852,000LLU
LLU TRYON PARK MULTIFAMILY PROPERTY LLC
11145 ANDERSON STREET BC-200LOMA LINDACA92350951816009MULTIFAMILY RESIDENTIAL REAL ESTATECA$0$2,279,800LLU
LLU BRENTWOOD OAKS MULTIFAMILY PROPERTY LLC
11145 ANDERSON STREET BC-200LOMA LINDACA92350951816009MULTIFAMILY RESIDENTIAL REAL ESTATECA$0$1,491,400LLU
LLU ADARA MULTIFAMILY PROPERTY LLC
11145 ANDERSON STREET BC-200LOMA LINDACA92350951816009MULTIFAMILY RESIDENTIAL REAL ESTATECA$0$3,715,300LLU
LLU 1000 WEST MULTIFAMILY PROPERTY LLC
11145 ANDERSON STREET BC-200LOMA LINDACA92350951816009MULTIFAMILY RESIDENTIAL REAL ESTATECA$0$3,224,000LLU
LLU ELLISTON PLACE MULTIFAMILY PROP LLC
11145 ANDERSON STREET BC-200LOMA LINDACA92350951816009MULTIFAMILY RESIDENTIAL REAL ESTATECA$0$4,752,000LLU
LLU PLANTATION LLC
11145 ANDERSON STREET BC-200LOMA LINDACA92350951816009MULTIFAMILY RESIDENTIAL REAL ESTATECA$0$3,082,849LLU
LLU STANDARD EAST MULTIFAMILY LLC
11145 ANDERSON STREET BC-200LOMA LINDACA92350951816009MULTIFAMILY RESIDENTIAL REAL ESTATECA$0$3,750,000LLU
LLU SILVER OAK MULTIFAMILY PROPERTY LLC
11145 ANDERSON STREET BC-200LOMA LINDACA92350951816009MULTIFAMILY RESIDENTIAL REAL ESTATECA$0$8,101,268LLU
LLU SEDONA MULTIFAMILY PROPERTY LLC
11145 ANDERSON STREET BC-200LOMA LINDACA92350951816009MULTIFAMILY RESIDENTIAL REAL ESTATECA$0$8,036,072LLU
LLU OHP ASSOCIATES LLC
11145 ANDERSON STREET BC-200LOMA LINDACA92350951816009MULTIFAMILY RESIDENTIAL REAL ESTATECA-$1,278$2,157,520LLU
CR HERITAGE PARK APARTMENTS
11145 ANDERSON STREET BC-200LOMA LINDACA92350951816009MULTIFAMILY RESIDENTIAL REAL ESTATECA$5,134,163LLU
LLU ALDEN MULTIFAMILY PROPERTY LLC
11145 ANDERSON STREET BC-200LOMA LINDACA92350951816009MULTIFAMILY RESIDENTIAL REAL ESTATECA-$8,363,969$5,080,882LLU
LLU ALDEN MULTIFAMILY PROPERTY LLC
11145 ANDERSON STREET BC-200LOMA LINDACA92350951816009MULTIFAMILY RESIDENTIAL REAL ESTATECA$0$5,080,882LLU
LLU BAY CROSSING LLC
11145 ANDERSON STREET BC-200LOMA LINDACA92350951816009MULTIFAMILY RESIDENTIAL REAL ESTATECA$0$5,000,000LLU
LLU BRISTOL DICKERSON MULTIFAMILY PARTNERSHIP
11145 ANDERSON STREET BC-200LOMA LINDACA92350951816009MULTIFAMILY RESIDENTIAL REAL ESTATECA$0$0LLU
LLU WESCOTT MULTIFAMILY PROPERTY LLC
11145 ANDERSON STREET BC-200LOMA LINDACA92350951816009MULTIFAMILY RESIDENTIAL REAL ESTATECA$0$3,331,669LLU
LLU VERDE VISTA MULTIFAMILY PROPERTY LLC
11145 ANDERSON STREET BC-200LOMA LINDACA92350951816009MULTIFAMILY RESIDENTIAL REAL ESTATECA$0$4,332,732LLU
LLU RUSSELL ROAD MULTIFAMILY
11145 ANDERSON STREET BC-200LOMA LINDACA92350951816009MULTIFAMILY RESIDENTIAL REAL ESTATECA$0$5,247,773LLU
LLU PARCLAND MULTIFAMILY
11145 ANDERSON STREET BC-200LOMA LINDACA92350951816009MULTIFAMILY RESIDENTIAL REAL ESTATECA$0$7,706,843LLU
LLU KIERLAND MULTIFAMILY
11145 ANDERSON STREET BC-200LOMA LINDACA92350951816009MULTIFAMILY RESIDENTIAL REAL ESTATECA$0$5,557,251LLU
LLU MEZZ MIULTIFAMILY
11145 ANDERSON STREET BC-200LOMA LINDACA92350951816009MULTIFAMILY RESIDENTIAL REAL ESTATECA$0$2,247,806LLU
LLU BRENTWOOD OAKS MULTIFAMILY PROPERTY LLC
11145 ANDERSON STREET BC-200LOMA LINDACA92350951816009MULTIFAMILY RESIDENTIAL REAL ESTATECA$0$3,133,578LLU
LLU VERDIER MULTIFAMILY PROPERTY LLC
11145 ANDERSON STREET BC-200LOMA LINDACA92350951816009MULTIFAMILY RESIDENTIAL REAL ESTATECA$0$4,953,457LLU
LLU ADARA MULTIFAMILY PROPERTY LLC
11145 ANDERSON STREET BC-200LOMA LINDACA92350951816009MULTIFAMILY RESIDENTIAL REAL ESTATECA$0$3,832,238LLU
LLU PILOT BUTTE MULTIFAMILY
11145 ANDERSON STREET BC-200LOMA LINDACA92350951816009MULTIFAMILY RESIDENTIAL REAL ESTATECA$0$880,554LLU
LLU INSIGNIA MULTIFAMILY
11145 ANDERSON STREET BC-200LOMA LINDACA92350951816009MULTIFAMILY RESIDENTIAL REAL ESTATECA$0$1LLU
LLU OPUS 29 LLC
11145 ANDERSON STREET BC-200LOMA LINDATN92350951816009MULTIFAMILY RESIDENTIAL REAL ESTATETN$0$2,727,806LLU
LLU PLANTATION LLC
11145 ANDERSON STREET BC-200LOMA LINDACA92350951816009MULTIFAMILY RESIDENTIAL REAL ESTATECA$0$4,162,082LLU
LLU OPUS MEMPHIS LLC
11145 ANDERSON STREET BC-200LOMA LINDACA92350951816009MULTIFAMILY RESIDENTIAL REAL ESTATECA$0$8,607,123LLU
LLU TOMPKINS COVE LLC
11145 ANDERSON STREET BC-200LOMA LINDACA92350951816009MULTIFAMILY RESIDENTIAL REAL ESTATECA$0$2,125,736LLU
LLU VINTAGE SANFORD MULTIFAMILY PROPERTY LLC
11145 ANDERSON STREET BC-200LOMA LINDACA92350951816009MULTIFAMILY RESIDENTIAL REAL ESTATECA$0$4,748,000LLU
LLU SAN MIGUEL LLC PREFERRED EQUITY
11145 ANDERSON STREET BC-200LOMA LINDACA92350951816009MULTIFAMILY RESIDENTIAL REAL ESTATECA$0$1LLU
LLU SKYVIEW MULTIFAMILY LLC
11145 ANDERSON STREET BC-200LOMA LINDACA92350951816009MULTIFAMILY RESIDENTIAL REAL ESTATECA$0$2,060,782LLU
LLU SILVER OAK MULTIFAMILY PROPERTY LLC
11145 ANDERSON STREET BC-200LOMA LINDACA92350951816009MULTIFAMILY RESIDENTIAL REAL ESTATECA$0$774,165LLU
LLU SEDONA MULTIFAMILY PROPERTY LLC
11145 ANDERSON STREET BC-200LOMA LINDACA92350951816009MULTIFAMILY RESIDENTIAL REAL ESTATECA$0$515,799LLU
LLU OHP ASSOCIATES LLC
11145 ANDERSON STREET BC-200LOMA LINDACA92350951816009MULTIFAMILY RESIDENTIAL REAL ESTATECA$0$2,157,520LLU
LLU HOUSTON HOUSE LLC
11145 ANDERSON STREET BC-200LOMA LINDACA92350951816009MULTIFAMILY RESIDENTIAL REAL ESTATECA$0$17,381,388LLU
LLU CITYZEN MULTIFAMILY LLC
11145 ANDERSON STREET BC-200LOMA LINDACA92350951816009MULTIFAMILY RESIDENTIAL REAL ESTATECA$0$1,007,917LLU
LLU COBBLEGATE MULTIFAMILY PROPERTY LLC
11145 ANDERSON STREET BC-200LOMA LINDACA92350951816009MULTIFAMILY RESIDENTIAL REAL ESTATECA$0$513,845LLU
LOMA LINDA TEXAS PROPERTIES II LLC
11145 ANDERSON STREET BC-200LOMA LINDACA92350951816009MULTIFAMILY RESIDENTIAL REAL ESTATECA$0$2,540,000LLU
LLU ALDEN MULTIFAMILY PROPERTY LLC
11145 ANDERSON STREET BC-200LOMA LINDACA92350951816009MULTIFAMILY RESIDENTIAL REAL ESTATECA$0$516,767LLU
LLU FLEMING ISLAND
11145 ANDERSON STREET BC-200LOMA LINDACA92350951816009MULTIFAMILY RESIDENTIAL REAL ESTATECA$0$3,288,560LLU
LLU BRISTOL DICKERSON MULTIFAMILY PROPERTY LLC
11145 ANDERSON STREET BC-200LOMA LINDACA92350951816009MULTIFAMILY RESIDENTIAL REAL ESTATECA$0$3,071,410LLU
LLU GATEWAY MULTIFAMILY PROPERTY LLC
11145 ANDERSON STREET BC-200LOMA LINDACA92350951816009MULTIFAMILY RESIDENTIAL REAL ESTATECA-$9,408$0LLU
LLU BLACK MOUNTAIN MULTIFAMILY PROPERTY LLC
11145 ANDERSON STREET BC-200LOMA LINDACA92350951816009MULTIFAMILY RESIDENTIAL REAL ESTATECA$0$0LLU
LLU COURTNEY VISTA MULTIFAMILY PROPERTY LLC
11145 ANDERSON STREET BC-200LOMA LINDACA92350951816009MULTIFAMILY RESIDENTIAL REAL ESTATECA$0$0LLU
LLU METRO AT ZANJERO MULTIFAMILY PROPERTY LLC
11145 ANDERSON STREET BC-200LOMA LINDACA92350951816009MULTIFAMILY RESIDENTIAL REAL ESTATECA$0$0LLU
LLU MEZZ MULTIFAMILY PROPERTY LLC
11145 ANDERSON STREET BC-200LOMA LINDACA92350951816009MULTIFAMILY RESIDENTIAL REAL ESTATECA$0$0LLU
LLU BELLA VISTA MULTIFAMILY PROPERTY LLC
11145 ANDERSON STREET BC-200LOMA LINDACA92350951816009MULTIFAMILY RESIDENTIAL REAL ESTATECA$0$0LLU
LLU TUSCANY MULTIFAMILY PROPERTY LLC
11145 ANDERSON STREET BC-200LOMA LINDACA92350951816009MULTIFAMILY RESIDENTIAL REAL ESTATECA$0$0LLU
LLU VILLA SERENA MULTIFAMILY PREFERRED EQUITY
11145 ANDERSON STREET BC-200LOMA LINDACA92350951816009MULTIFAMILY RESIDENTIAL REAL ESTATECA$0$0LLU

Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (22 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdEINEINPrimary ActivitiesPrimaryActivitiesTxtLegal Domicile StateLegalDomicileStateCdExempt Code SectionExemptCodeSectionTxtPublic Charity StatusPublicCharityStatusTxtDirect Controlling NADirectControllingNACdControlled OrganizationControlledOrganizationIndBusiness Name Line1DirectControllingEntityName/BusinessNameLine1Txt
LLU SCHOOL OF MEDICINE FACULTY MEDICAL GROUP
11175 CAMPUS STLOMA LINDACA92350330672914EMPLOY CLINICAL FACULTYCA501(C)(3)LINE 12C, III-FIN/A0
LLUH-SB INC
11145 ANDERSON STREETLOMA LINDACA92350472686706REAL ESTATE HOLDING COCA501(C)(3)LINE 12A, IYes (1)LLUH
LOMA LINDA UNIVERSITY HEALTH
11175 CAMPUS STREET CSP-11006LOMA LINDACA92350953804495PARENT ORGANIZATION AND EXECUTIVE SERVICES FOR RELATED EXEMPT ORGSCA501(C)(3)LINE 10GCOSDA
LOMA LINDA UNIVERSITY MEDICAL CENTER
11234 ANDERSON STREETLOMA LINDACA92350953522679HEALTHCARECA501(C)(3)LINE 3Yes (1)LLUH
LLUH PROFESSIONAL GENERAL LIABILITY TRUST
101 EREDLANDS BLVDSAN BERNARDINOCA92408366821892INSURANCEIL501(C)(3)LINE 12A, IYes (1)LLUH
LOMA LINDA UNIVERSITY HEALTH CARE
11175 CAMPUS STREETLOMA LINDACA92354330364239HEALTHCARE MANAGEMENTCA501(C)(3)LINE 12A, IYes (1)LLUH
FACULTY PHYSICIANS AND SURGEONS OF LOMA LINDA UNIVERSITY SCHOOL OF MEDICINE
11175 CAMPUS STREET 11120LOMA LINDACA92350330672915PHYSICIAN PRACTICE GROUPCA501(C)(3)LINE 12A, IYes (1)LLUH
GENERAL CONFERENCE OF SEVENTH-DAY ADVENTISTS
12501 OLD COLUMBIA PIKESILVER SPRINGSMD20904520643036CHURCHMD501(C)(3)LINE 10
LOMA LINDA UNIVERSITY UNEMPLOYMENT COMPENSATION AND WORKERS' COMPENSATION S
11175 CAMPUS STREETLOMA LINDACA92354953458265INSURANCECA501(C)(3)LINE 12A, IYes (1)LLUH
LOMA LINDA-INLAND EMPIRE CONSORTIUM FOR HEALTHCARE EDUCATION
11175 CAMPUS STREETLOMA LINDACA92354461612773GRADUATE MEDICAL EDUCATIONCA501(C)(3)LINE 10Yes (1)LLUH
LOMA LINDA UNIVERSITY MEDICAL CENTER-MURRIETA
28062 BAXTER ROADMURRIETACA92653371705906HOSPITALCA501(C)(3)LINE 3Yes (1)LLUH
LOMA LINDA UNIVERSITY ADVENTIST HEALTH SCIENCES CENTER
PO BOX 1802PROVIDENCERI02901366821892INSURANCERI501(C)(3)LINE 12A, IYes (1)LLUH
LOMA LINDA UNIVERSITY SHARED SERVICES
11175 CAMPUS STREETLOMA LINDACA92354810661056SERVICE ORGANIZATIONCA501(C)(3)LINE 1Yes (1)LLUH
UNIVERSITY INSURANCE COMPANY OF VERMONT
40 MAIN STREET STE 500BURLINGTONVT05402461612773INSURANCE UNDERWRITINGVT501(C)(3)LINE 1Yes (1)LLUH
FACULTY PHYSICIANS & SURGEONS OF LLM
11175 CAMPUS STREET 11120LOMA LINDACA92354330672915PHYSICIAN PRACTICE GROUPCA501(C)(3)LINE 12A, IYes (1)LLUH
LOMA LINDA CHILDREN'S HOSPITAL
PO BOX 926LOMA LINDACA92354463214504MEDICAL & HEALTH CARECA501(C)(3)LINE 3Yes (1)LLUH
LOMA LINDA UNIVERSITY BEHAVIORAL MEDICINE CENTER INC
1710 BARTON ROADREDLANDSCA92373330245579MEDICAL & HEALTH CARECA501(C)(3)LINE 3Yes (1)LLUH
LOMA LINDA MERCANTILE
PO BOX 926LOMA LINDACA92354953858272CHURCHCA501(C)(3)LINE 1Yes (1)LLUH
LOMA LINDA UNIVERSITY CHILDREN'S HOSPITAL FOUNDATION
11234 ANDERSON STLOMA LINDACA92354330565591HOSPITALCA501(C)(3)LINE 30LLUH
HEALTH MINISTRY FELLOWS ENDOWMENT
11245 ANDERSON ST NO 220LOMA LINDACA92354834492134GRADUATE MEDICAL EDUCATIONCA501(C)(3)LINE 10N/A0
LOMA LINDA UNIVERSITY SDA CHURCH
11125 CAMPUS STREETLOMA LINDACA92354952111211CHURCHCA501(C)(3)LINE 10
LOMA LINDA ACADEMY
10656 ANDERSON STLOMA LINDACA92354951831069CHURCHCA501(C)(3)LINE 10

Id Related Org Txbl Partnership IdRelatedOrgTxblPartnershipGrp (6 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdEINEINPrimary ActivitiesPrimaryActivitiesTxtLegal Domicile StateLegalDomicileStateCdBusiness Name Line1DirectControllingEntityName/BusinessNameLine1TxtPredominant Income TypePredominantIncomeTypeTxtShare Of Total IncomeShareOfTotalIncomeAmtShare Of EOY AssetsShareOfEOYAssetsAmtDisproportionate AllocationsDisproportionateAllocationsIndGeneral Or Managing PartnerGeneralOrManagingPartnerIndOwnershipOwnershipPct
MFLLE-MAITLAND LLC
353 NORTH CLARK STREETCHICAGOIL60654320493144MULTIFAMILY RESIDENTIAL REAL ESTATEILLLU MAITLAND MULTIFAMILY PROPERTY LLCRELATED$11,615,659$336,297000.66670
SPLLU OPUS 29 LLC
701 FIFTH AVENUE SUITE 5700SEATTLEWA98104611782541MULTIFAMILY RESIDENTIAL REAL ESTATEWAFBO LLU OPUS 29 LLCRELATED-$258,379$24,566,113000.55040
REFACTOR APOGEE LP
330 PRIMROSE ROAD SUITE 201BURLINGAMECA94010842396888MULTIFAMILY RESIDENTIAL REAL ESTATECALOMA LINDA UNIVERSITYRELATED-$3,545$1,041,256000.68970
SPLLU INSIGNIA LLC
701 FIFTH AVENUE SUITE 5700SEATTLEWA98104824789913MULTIFAMILY RESIDENTIAL REAL ESTATEWALOMA LINDA UNIVERSITYRELATED$53,482$14,389,642000.54560
REFACTOR AURORA LP
330 PRIMROSE ROAD SUITE 201BURLINGAMECA94010862453192MULTIFAMILY RESIDENTIAL REAL ESTATECALOMA LINDA UNIVERSITYRELATED-$5,961$2,054,039000.80000
REFACTOR SYNTHESIS LP
330 PRIMROSE ROAD SUITE 201BURLINGAMECA94010872832161MULTIFAMILY RESIDENTIAL REAL ESTATECALOMA LINDA UNIVERSITYRELATED-$976$1,049,024000.66670

Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (2 entries)

Primary ActivitiesPrimaryActivitiesTxtLegal Domicile StateLegalDomicileStateCdDirect Controlling NADirectControllingNACdControlled OrganizationControlledOrganizationIndAddress Line1ForeignAddress/AddressLine1TxtCityForeignAddress/CityNmCountryForeignAddress/CountryCdForeign PostalForeignAddress/ForeignPostalCdEINEINLegal Domicile Foreign CountryLegalDomicileForeignCountryCdBusiness Name Line1DirectControllingEntityName/BusinessNameLine1TxtEntity TypeEntityTypeTxtOwnershipOwnershipPct
CHARITABLE REMAINDER TRUSTS (121)
TRUST MANAGEMENTCAN/A0
SOF VIII INVESTOR X
REAL ESTATEYes (1)21 ST THOMAS STREETBRISTOLUKBS1 6JS950585363UKLOMA LINDA UNIVERSITYC1.00000
FieldValueIRS element (for citing)
Receipt Of Int Annts Rnts Rylts0ReceiptOfIntAnntsRntsRyltsInd
Gift Grnt Or Cap Contri To Oth OrgYes (1)GiftGrntOrCapContriToOthOrgInd
Gift Grnt Cap Contri From Oth OrgYes (1)GiftGrntCapContriFromOthOrgInd
Loans Or Guarantees To Other OrgYes (1)LoansOrGuaranteesToOtherOrgInd
Loans Or Guarantees From Oth Org0LoansOrGuaranteesFromOthOrgInd
Div Related Organization0DivRelatedOrganizationInd
Asset Sale To Other Org0AssetSaleToOtherOrgInd
Asset Purchase From Other Org0AssetPurchaseFromOtherOrgInd
Asset Exchange0AssetExchangeInd
Rental Of Facilities To Oth OrgYes (1)RentalOfFacilitiesToOthOrgInd
Rental Of Fclts From Oth OrgYes (1)RentalOfFcltsFromOthOrgInd
Perform Of Services For Oth OrgYes (1)PerformOfServicesForOthOrgInd
Perform Of Services By Other OrgYes (1)PerformOfServicesByOtherOrgInd
Sharing Of Facilities0SharingOfFacilitiesInd
Paid Employees SharingYes (1)PaidEmployeesSharingInd
Reimbursement Paid To Other OrgYes (1)ReimbursementPaidToOtherOrgInd
Reimbursement Paid By Other OrgYes (1)ReimbursementPaidByOtherOrgInd
Transfer To Other OrgYes (1)TransferToOtherOrgInd
Transfer From Other OrgYes (1)TransferFromOtherOrgInd

Transactions Related Org TransactionsRelatedOrgGrp (38 entries)

Transaction TypeTransactionTypeTxtInvolvedInvolvedAmtMethod Of Amount DeterminationMethodOfAmountDeterminationTxt
FACULTY PHYSICIANS AND SURGEONS OF LOMA LINDA UNIVERSITY SCHOOL OF MEDICINE
M$10,728,245FMV
FACULTY PHYSICIANS AND SURGEONS OF LOMA LINDA UNIVERSITY SCHOOL OF MEDICINE
L$231,198FMV
FACULTY PHYSICIANS AND SURGEONS OF LOMA LINDA UNIVERSITY SCHOOL OF MEDICINE
P$281,117FMV
FACULTY PHYSICIANS AND SURGEONS OF LOMA LINDA UNIVERSITY SCHOOL OF MEDICINE
C$4,000,000FMV
LLUH-SB INC
O$43,027FMV
LLUH-SB INC
D$8,160,000FMV
LLUH-SB INC
K$1,390,777FMV
LOMA LINDA INLAND EMPIRE CONSORTIUM FOR HEALTHCARE EDUCATION
L$683,061FMV
LOMA LINDA INLAND EMPIRE CONSORTIUM FOR HEALTHCARE EDUCATION
M$961,131FMV
LOMA LINDA INLAND EMPIRE CONSORTIUM FOR HEALTHCARE EDUCATION
P$545,585FMV
LOMA LINDA MERCANTILE
Q$114,400,472FMV
LOMA LINDA UNIVERSITY BEHAVIORAL MEDICINE CENTER INC
L$389,020FMV
LOMA LINDA UNIVERSITY BEHAVIORAL MEDICINE CENTER INC
M$105,920FMV
LOMA LINDA UNIVERSITY CHILDREN'S HOSPITAL
B$10,000FMV
LOMA LINDA UNIVERSITY CHILDREN'S HOSPITAL
P$112,285FMV
LOMA LINDA UNIVERSITY CHILDREN'S HOSPITAL
L$335,907FMV
LOMA LINDA UNIVERSITY CHILDREN'S HOSPITAL
M$956,505FMV
LOMA LINDA UNIVERSITY HEALTH
M$2,861,775FMV
LOMA LINDA UNIVERSITY HEALTH CARE
M$711,631FMV
LOMA LINDA UNIVERSITY HEALTH CARE
P$91,688FMV
LOMA LINDA UNIVERSITY HEALTH CARE
L$1,285,638FMV
LOMA LINDA UNIVERSITY MEDICAL CENTER
P$323,681FMV
LOMA LINDA UNIVERSITY MEDICAL CENTER
J$115,269FMV
LOMA LINDA UNIVERSITY MEDICAL CENTER
M$1,841,830FMV
LOMA LINDA UNIVERSITY MEDICAL CENTER
S$3,500,000FMV
LOMA LINDA UNIVERSITY MEDICAL CENTER
L$22,604,843FMV
LOMA LINDA UNIVERSITY MEDICAL CENTER
K$618,258FMV
LOMA LINDA UNIVERSITY MEDICAL CENTER-MURIETTA
L$83,582FMV
LOMA LINDA UNIVERSITY SDA CHURCH
C$7,417,291FMV
LOMA LINDA UNIVERSITY SDA CHURCH
B$187,500FMV
LOMA LINDA UNIVERSITY SDA CHURCH
K$120,000FMV
LOMA LINDA UNIVERSITY SHARED SERVICES
M$23,583,761FMV
LOMA LINDA UNIVERSITY SHARED SERVICES
J$1,217,175FMV
LOMA LINDA UNIVERSITY SHARED SERVICES
L$3,695,921FMV
LOMA LINDA UNIVERSITY SHARED SERVICES
Q$130,888FMV
LOMA LINDA UNIVERSITY SHARED SERVICES
P$1,051,793FMV
LOMA LINDA UNIVERSITY SHARED SERVICES
K$1,564,536FMV
LOMA LINDA ACADEMY
B$12,750FMV

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