2021-11-09T17:29:51-06:00 2020-12-31 770549163 SOREN MCADAM LLP 2068 ORANGE TREE LANE SUITE 100 REDLANDS CA 92374 990 2020-01-01 951744348 ALUMNI ASSOCIATION OF THE SCHOOL OF MEDICINE OF LOMA LINDA UNIVERSITY INC ALUM 9095584633 11245 ANDERSON STREET SUITE 200 LOMA LINDA CA 92354 CALVIN CHUANG EXECUTIVE DIRECTOR 9095584633 2021-11-02 1 CALVIN CHUANG 999009999 JASON LEWIS P01269855 9097982222 2021-11-02 2 AAL1 IAL1 2020 2022-09-23 18:48:47Z CALVIN CHUANG 11245 ANDERSON STREET SUITE 200 LOMA LINDA CA 92354 2482095 0 X WWW.LLUSMAA.ORG X 1932 CA THE ALUMNI ASSOCIATION PROMOTES AND SUPPORTS THE SCHOOL OF MEDICINE OF LOMA LINDA UNIVERSITY, IT'S FACULTY, STUDENTS, AND GLOBAL ALUMNI COMMUNITY IN CHARITABLE, RELIGIOUS, EDUCATIONAL, AND SCIENTIFIC ACTIVITIES. 52 52 9 52 49030 0 13040272 1375614 0 0 114423 613377 791258 234443 13945953 2223434 1005985 612694 0 0 452072 422925 0 0 0 565001 245061 2023058 1280680 11922895 942754 16573321 17696256 968499 755949 15604822 16940307 THE ALUMNI ASSOCIATION EXISTS TO SERVE THE ALUMNI AND ITS FUTURE ALUMNI STUDENTS, AND THE SCHOOL OF MEDICINE OF LOMA LINDA UNIVERSITY WHILE PROMOTING EXCELLENCE IN WORLD-WIDE HEALTH CARE. 0 0 305885 305885 EDUCATION AND RESEARCH PROJECTS: THE ORGANIZATION ADMINISTERS FUNDS THAT SUPPORT VARIOUS EDUCATIONAL, RESEARCH AND OTHER PROJECTS THAT ALIGN WITH THE GENERAL ACTIVITIES OF THE ORGANIZATION. 253861 253861 MISSION: THE ORGANIZATION ADMINISTERS FUNDS THAT SUPPORT MISSION PROJECTS TO SERVE UNDERPRIVILEGED COMMUNITIES IN NEED OF MEDICAL ATTENTION AROUND THE GLOBE. 52948 52948 SCHOLARSHIPS: THE ORGANIZATION ADMINISTERS PROGRAMS TO PROVIDE SCHOLARSHIPS AND GRANTS TO EXISTING STUDENT MEMBERS. 612694 1 1 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 1 0 0 1 1 0 0 1 0 0 1 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 1 0 1 0 1 6 0 1 9 1 1 1 0 0 0 0 0 0 0 0 0 0 0 X 52 52 0 0 0 0 1 0 0 1 1 0 0 1 1 1 1 0 0 1 0 0 CA X CALVIN CHUANG 9095584633 11245 ANDERSON STREET STE 200 LOMA LINDA CA 92354 DEBRA STOTTLEMYER MD PRESIDENT 2.00 X X 0 0 0 JON KATTENHORN MD PRESIDENT-ELECT 2.00 X X 0 0 0 GINA MOHR MD DIRECTOR 2.00 X 0 0 0 DAVID CREAMER MD DIRECTOR 2.00 X 0 0 0 JESSE DOVICH MD CHIEF FINANCIAL OFFICER 1.00 X X 0 0 0 RICHARD HART MD DIRECTOR 2.00 X 0 0 0 STEVEN HERBER MD DIRECTOR 1.00 X 0 0 0 MARK BOLTON MD DIRECTOR 1.00 X 0 0 0 HUGH WATKINS MD DIRECTOR 1.00 X 0 0 0 STEVEN HILDEBRAND MD DIRECTOR 1.00 1.00 X 0 0 0 TAKKIN LO MD DIRECTOR 1.00 X 0 0 0 ANTON HASSO MD DIRECTOR 1.00 X 0 0 0 TAMMI THOMAS MD DIRECTOR 2.00 2.00 X 0 0 0 DANIELLE HOXIE DIRECTOR 1.00 X X 0 0 0 JENNY JAQUE DIRECTOR 1.00 X 0 0 0 TIFFANY PRIESTER DIRECTOR 1.00 X 0 0 0 WICHIT SRIKUREJA DIRECTOR 1.00 X 0 0 0 ROBERT SIBLEY DIRECTOR 1.00 X 0 0 0 DONALD CHANG DIRECTOR 1.00 X 0 0 0 STEVEN HODGKIN DIRECTOR 1.00 X 0 0 0 BARBARA MCKINNEY DIRECTOR 1.00 X 0 0 0 KERBY OBERG DIRECTOR 1.00 X 0 0 0 WESLEY PHIPATANAKUL DIRECTOR 1.00 X 0 0 0 JAMES COUPERUS DIRECTOR 1.00 X 0 0 0 MARILENE WANG DIRECTOR 1.00 X 0 0 0 GEORGE PETTI DIRECTOR 1.00 X 0 0 0 CHERYL TAN DIRECTOR 1.00 X 0 0 0 ELMAR SAKALA DIRECTOR 1.00 X 0 0 0 TORREY LAACK DIRECTOR 1.00 X 0 0 0 GREG DIETRICH DIRECTOR 1.00 X 0 0 0 DAVID WOOD DIRECTOR 1.00 X 0 0 0 MARCUS HEISLER DIRECTOR 1.00 X 0 0 0 RANDELL SKAU DIRECTOR 1.00 X 0 0 0 COREY FULLER DIRECTOR 1.00 X 0 0 0 HEIDI CHRISTENSEN DIRECTOR 1.00 X 0 0 0 MINDI GUPTILL DIRECTOR 1.00 X 0 0 0 KAARSTEN LAANG DIRECTOR 1.00 X 0 0 0 JASON LOHR DIRECTOR 1.00 X 0 0 0 KRISTYN MANNOIA DIRECTOR 1.00 X 0 0 0 DELBE MEELHUYSEN DIRECTOR 1.00 X 0 0 0 GISELLA LAVERNE SANDY DIRECTOR 1.00 X 0 0 0 SHAMMAH WILLIAMS DIRECTOR 1.00 X 0 0 0 MICHAEL WALTER DIRECTOR 1.00 X 0 0 0 DEL SCHUTTE PRESIDENT 2.00 2.00 X 0 0 0 CALVIN CHUANG EXECUTIVE DIRECTOR 36.00 4.00 X 89640 0 5857 89640 0 5857 0 0 0 0 0 61371 59563 210000 1044680 51701 1375614 613377 613377 156531 86290 70241 70241 70241 172371 59563 172371 0 MANAGEMENT FEES 541610 112399 112399 PUBLICATION INCOME 511120 49030 49030 OTHER INCOME 900099 2773 2773 164202 2223434 115172 49030 683618 358833 358833 253861 253861 323823 323823 27081 27081 49770 49770 22251 22251 7500 7500 29000 29000 33024 33024 84310 84310 1262 1262 1965 1965 24524 24524 PUBLICATION 55476 55476 NEUFELD G&A 8000 8000 1280680 612694 667986 0 1455 1455 1902725 2110712 660497 530365 169904 144854 27232 19480 917502 755406 184966 162096 13626542 14727294 16573321 17696256 160156 235019 66213 63081 742130 457849 968499 755949 X 1005857 1107154 14598965 15833153 15604822 16940307 16573321 17696256 942754 392731 0 X X 0 1 X 1 0 X 1534297 1714851 2059868 1540272 1375614 8224902 118945 95661 126387 141814 156531 639338 1653242 1810512 2186255 1682086 1532145 8864240 145000 85000 82500 127000 59500 499000 0 145000 85000 82500 127000 59500 499000 8365240 128442 77041 84034 114423 613377 1017317 128442 77041 84034 114423 613377 1017317 92357 134545 114918 736506 164202 1242528 1874041 2022098 2385207 2533015 2309724 11124085 0.75200 0.80410 0.09150 0.04620 X SCHEDULE A, PART III, LINE 12, EXPLANATION OF OTHER INCOME: MANAGEMENT FEES - 2016 AMOUNT: $ 76,416. 2017 AMOUNT: $ 79,905. 2018 AMOUNT: $ 74,254. 2019 AMOUNT: $ 687,865. 2020 AMOUNT: $ 112,399. OTHER INCOME - 2016 AMOUNT: $ 1,837. 2017 AMOUNT: $ 8,082. 2018 AMOUNT: $ 382. 2019 AMOUNT: $ 1,430. 2020 AMOUNT: $ 2,773. PUBLICATION INCOME - 2016 AMOUNT: $ 14,104. 2017 AMOUNT: $ 46,558. 2018 AMOUNT: $ 40,282. 2019 AMOUNT: $ 47,211. 2020 AMOUNT: $ 49,030. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1401784 61736 61736 1401784 690369 704383 30154 23122 1401784 675669 14000 28216 27516 690369 635704 32900 25864 18799 675669 609992 5000 27212 6500 635704 0.04300 0.95700 0.00000 0 0 125000 125000 591641 574881 16760 69707 57325 12382 131154 123200 7954 162096 2309724 86290 86290 2223434 0 2223434 1366970 86290 86290 1280680 0 1280680 PART XI, LINE 2D - OTHER ADJUSTMENTS: RENTAL EXPENSE INCLUDED ON STATEMENT OF REVENUE 86,290. PART XII, LINE 2D - OTHER ADJUSTMENTS: RENTAL EXPENSES INCLUDED ON STATEMENT OF REVENUE 86,290. 0 SOUTH AMERICA - ARGENTINA, URUGUAY 0 0 GRANTS GENERAL SUPPORT 24177 EAST ASIA - TAIWAN, CHINA, HONG KONG 0 0 GRANTS GENERAL SUPPORT AND SCHOLARSHIP DONATIONS 49043 SOUTHERN AND CENTRAL AFRICA - MALAWI, ZAMBIA 0 0 GRANTS GENERAL SUPPORT 47000 NORTH AMERICA - UNITED STATES 0 0 GRANTS GENERAL SUPPORT 9000 0 0 0 0 0 0 129220 0 129220 SOUTH AMERICA - ARGENTINA, GENERAL SUPPORT 11940 WIRE TRANSFER SOUTH AMERICA - CHILI GENERAL SUPPORT 12237 WIRE TRANSFER EAST ASIA AND PACIFIC - TAIWAN GENERAL SUPPORT 40043 WIRE TRANSFER SOUTHERN AND CENTRAL AFRICA: ZAMBIA GENERAL SUPPORT 15000 WIRE TRANSFER EAST ASIA AND PACIFIC: THAILAND GENERAL SUPPORT 9000 WIRE TRANSFER SOUTHERN AND CENTRAL AFRICA: MALAWI GENERAL SUPPORT 32000 WIRE TRANSFER NORTH AMERICA - UNITED STATES GENERAL SUPPORT 9000 CHECK 7 0 0 0 0 0 0 PART I, LINE 2: THE SUPPORT OF FOREIGN ORGANIZATION IS ALUMNI DRIVEN, AND THE ALUMNI EITHER REFER THE ORGANIZATIONS OR GET INVOLVED IN THE MISSION THEMSELVES. MOST OF THE ORGANIZATIONS ARE THE SDA WORLD CHURCH AFFILIATED, AND THE ALUMNI ASSOCIATION HAD THE ABILITY TO VERIFY THE LEGITIMACY OF THE FOREIGN ORGANIZATIONS THROUGH ITS WORLD CHURCH CONNECTION. THE ORGANIZATION RECEIVED PERIODIC UPDATES FROM THE FOREGIN ORGANIZATIONS IN REGARDS TO HOW THE GRANTS AND DONATIONS WERE BEING USED AND THE PROGRESS ON CERTAIN PROJECTS IT SUPPORTED. PART III ACCOUNTING METHOD: APC EVENT 231934 59563 172371 172371 231934 59563 172371 172371 172371 0 1 LOMA LINDA UNIVERSITY FOUNDATION 11130 ANDERSON STREET BC-201 LOMA LINDA CA 92354 951816009 501(C)(3) 358833 GENERAL SUPPORT PART I, LINE 2: ALUMNI ASSOCIATION OF THE SCHOOL OF MEDICINE OF LOMA LINDA UNIVERSITY, INC. PROVIDES GRANTS TO LOMA LINDA UNIVERSITY FOUNDATION, A 501(C)(3) ENTITY. THE USE OF THE GRANTS ARE MONITORED THROUGH THE FOUNDATION'S COMPLIANCE WITH THE 501(C)(3) EXEMPT STATUS REQUIREMENTS. X 1955 51701 FMV 0 0 0 PART I, COLUMN (B): NUMBER OF SHARES RECEIVED ARE BEING REPORTED. FORM 990, PART VI, SECTION A, LINE 6 MEMBERSHIP IN THE ORGANIZATION IS CLASSIFIED AS REGULAR, AFFILIATE, ASSOCIATE, AND HONORARY. REGULAR AND AFFILIATE MEMBERS ARE PHYSICIANS WHO ASSOCIATE WITH THE LOMA LINDA UNIVERSITY SCHOOL OF MEDICINE. ASSOCIATE MEMBERS ARE STUDENDS OF THE LOMA LINDA UNIVERSITY SCHOOL OF MEDICINE. HONORARY MEMBERS ARE DISTINGUISHED WITHIN THE FIELD OF MEDICINE AND ARE ELECTED BY THE BOARD OF DIRECTORS. ONLY REGULAR AND AFFILIATE MEMBERS ARE ENTITLED TO VOTE AND TO HOLD OFFICE IN THE ORGANIZATION. FORM 990, PART VI, SECTION B, LINE 11B THE TAX RETURN IS PRESENTED TO MANAGEMENT AND TO THE BOARD OF DIRECTORS BEFORE IT IS FILED. FORM 990, PART VI, SECTION B, LINE 12C ALL CONFLICTS DISCLOSED TO THE BOARD WILL BE MADE A MATTER OF RECORD IN THE MINUTES OF THE MEETING IN WHICH THE DISCLOSURE WAS MADE, WHICH SHALL ALSO NOTE THAT THE BOARD MEMBER WITH A CONFLICT ABSTAINED FROM THE VOTE (AND WAS NOT PRESENT FOR ANY DISCUSSION, AS APPLICABLE) ABD WAS NOT INCLUDED IN THE COUNT FOR THE QUORUM FOR THAT MEETING. THE POLICY ALSO APPLY TO ANY BOARD MEMBER'S IMMEDIATE FAMILY OR ANY PERSON ACTING ON HIS OR HER BEHALF. ANY NEW BOARD MEMEBER WILL BE ADVISED OF THIS POLICY DURING BOARD ORIENTATION AND ALL BOARD MEMBERS WILL BE REMINDED OF THE BOARD MEMBER CODE OF CONDUCT AND OF THE PROCEDURES FOR DISCLOSURE OF CONFLICTS AND FOR MANAGING CONFLICTS ON A REGULAR BASIS, AT LEAST ONCE A YEAR. FORM 990, PART VI, SECTION B, LINE 15A THE PROCESS FOR DETERMINING COMPENSATION OF THE FOUNDATION'S EXECUTIVE DIRECTOR IS BASED ON COMPARATIVE DATA FOR SIMILAR POSITIONS IN OTHER NON-PROFIT ORGANIZATIONS IN THE SURROUNDING AREAS. THAT DATA IS REVIEWED BY THE FOUNDATION'S BOARD OF DIRECTORS, WHICH MAKES A FINAL DETERMINATION ON COMPENSATION. FORM 990, PART VI, SECTION C, LINE 18 THE ORGANIZATION PROVIDE ITS GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS TO THE PUBLIC UPON REQUEST. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION PROVIDES ITS GOVERNING DOCUMENTS AND FINANCIAL STATEMENT TO THE PUBLIC UPON REQUEST. FORM 990, PART XII, LINE 2C THE ORGANIZATION ISSUED CONSOLIDATED FINANCIAL STATEMENTS WITH A RELATED ENTITY, AND THE FINANCIAL STATEMENTS WERE AUDITED BY AN INDEPENDENT ACCOUNTANT. THE ORGANIZATION HAS AN AUDIT COMMITTEE OVERSEE THE PROCESS. HOLDING FUND INC OF THE ALUMNI ASSOCIATION SCHOOL OF MEDICINE OF LLU INC 11245 ANDERSON STREET STE 200 LOMA LINDA CA 92354 TO SUPPORT THE ADMINISTRATIVE & PROGRAM SERVICE EXPENSES OF THE LLUSMAA CA 501(C)(2) N/A 0 0 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 HOLDING FUND INC OF THE ALUMNI ASSOC SCHOOL OF MEDICINE OF LLU INC B 24524 CASH HOLDING FUND INC OF THE ALUMNI ASSOC SCHOOL OF MEDICINE OF LLU INC C 210000 CASH