2021-05-12T22:56:34-05:00 2020-06-30 910189318 MOSS ADAMS LLP 3121 W MARCH LN STE 200 STOCKTON CA 952192367 990 2019-07-01 951816009 LOMA LINDA UNIVERSITY LOMA 9095584515 11145 ANDERSON STREET NO 205 LOMA LINDA CA 92350 RODNEY D NEAL SENIOR VP, FINANCIAL AFFAIRS 9095584515 2021-05-12 1 TRACY S PAGLIA P00366884 2099556100 2021-05-12 2019 2022-09-23 18:48:47Z RICHARD H HART 11175 CAMPUS ST STE 11006 LOMA LINDA CA 92354 1386289074 0 1071 X WWW.LLU.EDU X 1910 CA 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. 36 27 3117 411 746520 0 32573261 45214722 228461053 209209856 61202501 6270118 24213530 23928704 346450345 284623400 12258881 42825874 0 0 160812915 162830589 0 0 1127017 142802871 164747446 315874667 370403909 30575678 -85780509 1581908209 1680846175 819916742 989745770 761991467 691100405 X LOMA 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. 0 0 51069584 9773340 60842924 LOMA 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 11,465 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 "NLAND EMPIRE" ARE GRADUATES OF THE SCHOOL OF MEDICINE. DURING THE YEAR THE SCHOOL AWARDED THE FOLLOWING DEGREES: MD 143, PHD 6, MS 19. 57534803 441939 65712938 THE 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. MORE THAN 4,800 PEOPLE RECEIVED TREATMENT THROUGH THE SERVICE LEARNING INTERNATIONAL PROGRAM FROM MORE THAN 100 STUDENTS. THERE WERE MORE THAN 123,000 PATIENT VISITS IN VARIOUS CLINICS WHERE STUDENTS HONE THEIR CLINICAL SKILLS AND PREPARE FOR BOARD EXAMINATIONS. STUDENTS ALSO VOLUNTEER FOR SERVICE IN MOBILE CLINICS, HEALTH FAIRS, AND COMMUNITY CLINICS. DENTAL FACULTY ARE ACTIVE IN ADVANCING KNOWLEDGE THROUGH INTERNATIONAL LECTURES AND IN SUPERVISING STUDENTS IN THE SERVICE LEARNING INTERNATIONAL PROGRAM. 29977019 311590 28491221 SCHOOL 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, 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 SECOND-40, ASSOCIATE-86, BACCALAUREATE-111, MASTER-178, DOCTORAL-122. 142947251 32299005 54162773 LLU 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 BOOK STORE 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. 142947251 32299005 54162773 281528657 1 1 0 0 0 1 0 1 0 1 1 1 0 0 1 0 0 1 1 1 1 0 1 0 0 0 0 1 1 1 1 0 0 0 0 0 0 0 0 1 0 1 1 0 0 1 1 1 1 0 0 1 115 0 1 3117 1 1 1 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 X 36 27 0 1 0 0 1 1 1 1 1 0 0 1 1 1 1 1 1 0 1 1 1 CA X X RODNEY NEAL SR VICE PRES 9095584543 11145 ANDERSON STREET BC 205 LOMA LINDA CA 92350 KERRY HEINRICH TRUSTEE 1.00 50.00 X 0 1176262 46013 ROBERT MARTIN TRUSTEE 1.00 1.00 X 0 940484 39600 JOHN LEYMAN FORMER PROFESSOR 50.00 0.00 X 850665 0 44066 JERALD NELSON FORMER DEAN OF SCHOOL OF MEDICINE 50.00 0.00 X 876207 0 0 RICARDO PEVERINI TRUSTEE 1.00 1.00 X 0 747250 38600 HERBERT RUCKLE TRUSTEE 1.00 1.00 X 0 660727 40100 RICHARD H HART TRUSTEE, PRESIDENT 25.00 26.00 X X 0 546054 46122 TAMARA THOMAS DEAN-SCHOOL OF MEDICINE 50.00 0.00 X 505384 0 54594 ALAN HERFORD PROFESSOR 50.00 0.00 X 485764 0 31168 JAYINI S THAKKER PROFESSOR 50.00 0.00 X 392351 0 39832 ROGER WOODRUFF TRUSTEE 1.00 1.00 X 0 387500 38600 RICHARD CHINNOCK TRUSTEE 1.00 1.00 X 0 379700 38600 RODNEY NEAL SENIOR VICE PRESIDENT, FINANCIAL AFFAIRS 50.00 2.00 X 343878 0 50377 JAIME LOZADA PROGRAM DIRECTOR 2 50.00 0.00 X 338805 0 48868 ROBERT A HANDYSIDES DEAN-SCHOOL OF DENTISTRY 50.00 0.00 X 313564 0 52768 RONALD L CARTER PROVOST 50.00 1.00 X 328419 0 31392 MICHAEL SAMARDZIJA VP-RESEARCH AFFAIRS 50.00 0.00 X 0 300004 50811 LEW MOWERY ASSISTANT SECRETARY 9.00 45.00 X 0 304114 42721 DOUGLAS HEGSTAD TRUSTEE 1.00 1.00 X 0 300000 38600 DAVID P HARRIS VICE PRESIDENT 50.00 0.00 X 209962 0 43926 ELIZABETH BOSSART DEAN-SCHOOL OF NURSING 50.00 0.00 X 211159 0 34432 BEVERLY BUCKLES DEAN-SCHOOL OF BEHAVIORAL HEALTH 50.00 0.00 X 205801 0 34682 CRAIG R JACKSON FORMER KEY EMPLOYEE 50.00 0.00 X 206641 0 33307 HELEN HOPP MARSHAK DEAN-SCHOOL OF PUBLIC HEALTH 50.00 0.00 X 180673 0 37195 MYRNA HANNA CORPORATE SECRETARY 5.00 45.00 X 0 174696 33778 RICKY E WILLIAMS FORMER VICE PRESIDENT 50.00 0.00 X 0 125782 18835 HAFFNER KARL VP-STUDENT SERVICES 50.00 0.00 X 59241 0 7904 DANIEL JACKSON VICE CHAIR 1.00 1.00 X X 0 0 0 DAVID WILLIAMS TRUSTEE 1.00 1.00 X 0 0 0 ERIC TSAO TRUSTEE 1.00 1.00 X 0 0 0 EUNMEE SHIM TRUSTEE 1.00 1.00 X 0 0 0 GT NG TRUSTEE 1.00 1.00 X 0 0 0 JERE CHRISPENS TRUSTEE 1.00 1.00 X 0 0 0 JUAN PRESTOL-PUESAN TRUSTEE 1.00 1.00 X 0 0 0 LARRY MOORE TRUSTEE 1.00 1.00 X 0 0 0 LARS HOUMANN TRUSTEE 1.00 1.00 X 0 0 0 LISA BEARDSLEY-HARDY TRUSTEE 1.00 1.00 X 0 0 0 MARK JOHNSON TRUSTEE 1.00 1.00 X 0 0 0 MAX TREVINO TRUSTEE 1.00 1.00 X 0 0 0 MELISSA KIDDER TRUSTEE 1.00 1.00 X 0 0 0 PATRICK MINOR TRUSTEE 1.00 1.00 X 0 0 0 PETER N LANDLESS TRUSTEE 1.00 1.00 X 0 0 0 RICARDO GRAHAM TRUSTEE 1.00 1.00 X 0 0 0 ROBERT LEMON TRUSTEE 1.00 1.00 X 0 0 0 RON SMITH TRUSTEE 1.00 1.00 X 0 0 0 SCOTT REINER TRUSTEE 1.00 1.00 X 0 0 0 SHERYL DODDS TRUSTEE 1.00 1.00 X 0 0 0 SHIRLEY CHANG TRUSTEE 1.00 1.00 X 0 0 0 STEVEN FILLER TRUSTEE 1.00 1.00 X 0 0 0 TED WILSON TRUSTEE 1.00 1.00 X 0 0 0 THOMAS LEMON CHAIR 1.00 1.00 X X 0 0 0 THOMAS WERNER TRUSTEE 1.00 1.00 X 0 0 0 WAYNE HARRIS TRUSTEE 1.00 1.00 X 0 0 0 WILFREDO COLN TRUSTEE 1.00 1.00 X 0 0 0 5508514 6042573 1016891 257 1 1 0 MCCARTHY BUILDING COMPANIES INC 20401 SW BIRCH ST STE 300 NEWPORT BEACH CA 92660 CONSTRUCTION SERVICES 31900142 LOMA LINDA UNIVERSITY HEALTH 197 E CAROLINE STREET SAN BERNARDINO CA 92408 SUPPORT & RISK MGMT-INSURANCE SERVICES 23962971 LOMA LINDA UNIVERSITY SHARED SERVICES I 197 E CAROLINE STREET SAN BERNARDINO CA 92408 ADMIN & IT SUPPORT SERVICES 23771808 LAYTON CONSTRUCTION INC 9090 SO SANDY PARKWAY SANDY UT 84070 CONSTRUCTION SERVICES 5833848 LOMA LINDA UNIVERSITY HEALTH CARE 11175 CAMPUS ST LOMA LINDA CA 92350 MEDICAL SERVICES 3570566 49 8425838 17174848 19614036 131053 45214722 TUITION AND FEES 611600 175342978 175342978 CLINIC INCOME 621400 19104422 19104422 STUDENT LOAN INTEREST 611600 1457436 1457436 13305020 13305020 209209856 11887652 -322795 12210447 996130 996130 8854807 7391760 1463047 1463047 1463047 1079357728 162250 1085111716 25796 -5753988 136454 -5617534 -5617534 27330522 9136402 18194120 1069315 17124805 3275407 3275407 3275407 284623400 209209856 746520 29452302 X 27160544 27160544 15655155 15655155 10175 10175 3056166 2871866 184300 166766 156709 10057 110046078 103409801 6636277 11624031 10923102 700929 28460479 26744312 1716167 9477069 8905602 571467 444377 426815 17562 33453 33453 13231204 13231204 50484861 24890557 24467287 1127017 512755 483725 29030 12312356 6894919 5417437 5071114 2949521 2121593 15205356 10029864 5175492 2379179 2251427 127752 50437 36029 14408 9883940 6325722 3558218 20590531 13177940 7412591 1299208 831493 467715 OVERHEAD EXPENSE ALLOCA 15745150 5534420 10210730 CLINIC AND MEDICAL SUPP 6590404 6590404 REPAIRS & MAINTENANCE 3558655 3468493 90162 RESEARCH COST 787882 787882 6566584 1012180 5554404 370403909 281528657 87748235 1127017 10316988 18688823 5552108 2446847 5669055 5779127 27706771 38913708 3801844 8084461 6341963 3339031 1137252015 355114091 748374629 782137924 524533038 547634671 140344985 173822471 61089359 59267169 48177469 40731943 1581908209 1680846175 52035217 29212272 18618874 27169765 184236833 178877691 27244302 45806684 537781516 708679358 819916742 989745770 X 156668792 272616989 605322675 418483416 761991467 691100405 1581908209 1680846175 X -85780509 14566652 322795 X 0 1 X 1 1 1 X 46388477 41103388 60116982 32573261 45214722 225396830 46388477 41103388 60116982 32573261 45214722 225396830 225396830 50979122 33456581 46069423 62248273 22061384 214814783 29531366 30090220 20261944 20623433 3275407 103782370 543993983 1083791900 0.41430 0.42660 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: OTHER INCOME - 2015 AMOUNT: $ 29,531,366. 2016 AMOUNT: $ 30,090,220. 2017 AMOUNT: $ 20,261,944. 2018 AMOUNT: $ 20,623,433. 2019 AMOUNT: $ 3,275,407. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 9 100000 551546 4618009 1 1 14846 8044761 0 0 X X 0 0 407764745 7084318 14127242 428976305 388994557 9693061 11043497 1966370 407764745 355444354 8322077 26586258 1358132 388994557 338974038 4521416 29907694 17958794 355444354 357945745 4487938 -1643328 21816317 338974038 0.31330 0.56440 0.12230 0 0 27663476 27663476 482508285 491751295 231533549 742726031 133229419 123580542 9648877 2099540 2099540 782137924 112971537 F OTHER 60850934 F 173822471 ANNUITIES, TRUSTS AND AGENCIES 21608988 ADVANCES FROM AFFILIATES 17269030 NON-OPERATING LIABILITY 8453194 TRUSTS LIABILITIES 22660917 AMOUNTS HELD FOR OTHERS 634048733 OTHER CURRENT LIABILITIES 4638496 708679358 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. 1 1 0 1 1 1 1 0 0 0 1 0 0 0 0 1 0 1 SCHEDULE E, PART I, LINE 3 NONDISCRIMINATION POLICY IS PUBLISHED IN THE STUDENT HANDBOOK, IN THE UNIVERSITY CATALOG, AND IN 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 5 SOME 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 6 THE 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. 1 CENTRAL AMERICA AND THE CARIBBEAN 0 11 PROGRAM SERVICES MISSION TRIP VOLUNTEER 20900 EAST ASIA AND THE PACIFIC 0 7 PROGRAM SERVICES MISSION TRIP VOLUNTEER 13300 NORTH AMERICA (CANADA AND MEXICO) 0 81 PROGRAM SERVICES MISSION TRIP VOLUNTEER 8100 RUSSIA AND NEIGHBORING STATES 0 2 PROGRAM SERVICES MISSION TRIP VOLUNTEER 3800 SOUTH AMERICA 0 16 PROGRAM SERVICES MISSION TRIP VOLUNTEER 30400 SOUTH ASIA 0 10 PROGRAM SERVICES MISSION TRIP VOLUNTEER 19000 SUB-SAHARAN AFRICA 0 14 PROGRAM SERVICES MISSION TRIP VOLUNTEER 26600 EAST ASIA AND THE PACIFIC 0 0 INVESTMENTS 7094232 NORTH AMERICA (CANADA AND MEXICO) 0 0 INVESTMENTS 8585754 CENTRAL AMERICA AND THE CARIBBEAN 0 0 INVESTMENTS 86068 EUROPE (INCLUDING ICELAND AND GREENLAND) 0 0 INVESTMENTS 13471552 SOUTH ASIA 0 0 INVESTMENTS 974088 MIDDLE EAST AND NORTH AFRICA 0 0 INVESTMENTS 426457 SUB-SAHARAN AFRICA 0 0 GRANTMAKING 10175 0 141 0 0 0 141 7216332 23554094 30770426 GENERAL SUPPORT SUB-SAHARAN AFRICA - ANGOLA, BENIN, BOTSWANA, BURKINA FASO, 1 10175 WIRE 0 1 0 1 1 1 0 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 1 GENERAL CONFERENCE OF SDA 12501 OLD COLUMBIA PIKE SILVER SPRING MD 20904 520643036 501(C)(3) 10000 TO SUPPORT THE MISSION AND PURPOSE OF OUR SDA GENERAL CONFERENCE - EDUCATION IN INDIA ADVENTIST HEALTH INTERNATIONAL 11060 ANDERSON ST MH-111 LOMA LINDA CA 92354 330940020 501(C)(3) 51000 TO PROVIDE SUPPORT FOR MISSION-BASED HOSPITALS THROUGHOUT AFRICA, ASIA AND THE AMERICAS HUERTA DE VALLE 310 E PHILADELPHIA ST SPC 71 ONTARIO CA 91761 464685567 501(C)(3) 167800 SUPPORT FOR COMMUNITY EMPOWERMENT & HEALTH-LOCALLY GROWN FOOD LOMA LINDA UNIVERSITY CHURCH OF SDA'S 11125 CAMPUS STREET LOMA LINDA CA 92354 953522679 501(C)(3) 187500 SUPPORT FOR CHURCH EXPANSION NORTH AMERICAN DIVISION OF SDA'S 12501 OLD COLUMBIA PIKE SILVER SPRING MD 20904 520643036 501(C)(3) 19244 SUB-ENTITY OF THE GENERAL CONFERENCE OF SDA'S FACULTY PHYSICIANS AND SURGEONS OF LOMA LINDA UNIVERSITY SCHOOL OF MEDICINE 11175 CAMPUS STREET 11120 LOMA LINDA CA 92350 330672915 501(C)(3) 15000000 GENERAL SUPPORT HEALTH MINISTRY FELLOWS ENDOWMENT 11245 ANDERSON STREET NO 220 LOMA LINDA CA 92354 834492134 501(C)(3) 11719921 SCHOLARSHIPS TO ENROLLING CADRE OF MEDICAL STUDENTS, HEREIN KNOWN AS "HEALTH FELLOWS" 8 SCHOOL OF ALLIED HEALTH PROFESSIONS 197 311140 SCHOOL OF DENTISTRY 97 441939 SCHOOL OF MEDICINE 426 5813104 SCHOOL OF NURSING 633 1019224 SCHOOL OF PHARMACY 52 189626 SCHOOL OF RELIGION 25 86591 SCHOOL OF BEHAVIOURAL HEALTH 125 707430 NON-SCHOOL SPECIFIC GRANTS 3212 6713531 SCHOOL OF PUBLIC HEALTH 108 372570 PART I, LINE 2: GRANTS 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. X X X 1 1 0 1 0 0 0 0 0 1 0 KERRY HEINRICH TRUSTEE 0 847211 0 131581 0 197470 0 44965 0 1048 0 1222275 0 0 ROBERT MARTIN TRUSTEE 0 627917 0 207800 0 104767 0 33600 0 6000 0 980084 0 0 JOHN LEYMAN FORMER PROFESSOR 70823 0 1529 0 778313 0 32140 0 11926 0 894731 0 0 0 JERALD NELSON FORMER DEAN OF SCHOOL OF MEDICINE 0 0 0 0 876207 0 0 0 0 0 876207 0 0 0 RICARDO PEVERINI TRUSTEE 0 494375 0 200000 0 52875 0 33600 0 5000 0 785850 0 0 HERBERT RUCKLE TRUSTEE 0 471875 0 173702 0 15150 0 33600 0 6500 0 700827 0 0 RICHARD H HART TRUSTEE, PRESIDENT 0 456292 0 0 0 89762 0 35866 0 10256 0 592176 0 0 TAMARA THOMAS DEAN-SCHOOL OF MEDICINE 406602 0 0 0 98782 0 44968 0 9626 0 559978 0 0 0 ALAN HERFORD PROFESSOR 170151 0 400 0 315213 0 11140 0 20028 0 516932 0 0 0 JAYINI S THAKKER PROFESSOR 105809 0 438 0 286104 0 32140 0 7692 0 432183 0 0 0 ROGER WOODRUFF TRUSTEE 0 300000 0 87500 0 0 0 33600 0 5000 0 426100 0 0 RICHARD CHINNOCK TRUSTEE 0 300000 0 73000 0 6700 0 33600 0 5000 0 418300 0 0 RODNEY NEAL SENIOR VICE PRESIDENT, FINANCIAL AFF 276231 0 32749 0 34898 0 32914 0 17463 0 394255 0 0 0 JAIME LOZADA PROGRAM DIRECTOR 2 170151 0 2091 0 166563 0 32140 0 16728 0 387673 0 0 0 ROBERT A HANDYSIDES DEAN-SCHOOL OF DENTISTRY 285002 0 400 0 28162 0 32140 0 20628 0 366332 0 0 0 RONALD L CARTER PROVOST 284000 0 0 0 44419 0 19651 0 11741 0 359811 0 0 0 MICHAEL SAMARDZIJA VP-RESEARCH AFFAIRS 0 269711 0 0 0 30293 0 32278 0 18533 0 350815 0 0 LEW MOWERY ASSISTANT SECRETARY 0 242385 0 28000 0 33729 0 32364 0 10357 0 346835 0 0 DOUGLAS HEGSTAD TRUSTEE 0 300000 0 0 0 0 0 33600 0 5000 0 338600 0 0 DAVID P HARRIS VICE PRESIDENT 192754 0 0 0 17208 0 25369 0 18557 0 253888 0 0 0 ELIZABETH BOSSART DEAN-SCHOOL OF NURSING 209997 0 400 0 762 0 26890 0 7542 0 245591 0 0 0 BEVERLY BUCKLES DEAN-SCHOOL OF BEHAVIORAL HEALTH 205005 0 400 0 396 0 26515 0 8167 0 240483 0 0 0 CRAIG R JACKSON FORMER KEY EMPLOYEE 205005 0 400 0 1236 0 26515 0 6792 0 239948 0 0 0 HELEN HOPP MARSHAK DEAN-SCHOOL OF PUBLIC HEALTH 180003 0 400 0 270 0 24295 0 12900 0 217868 0 0 0 MYRNA HANNA CORPORATE SECRETARY 0 130867 0 15978 0 27851 0 19729 0 14049 0 208474 0 0 RICKY E WILLIAMS FORMER VICE PRESIDENT 0 108139 0 0 0 17643 0 16964 0 1871 0 144617 0 0 PART I, LINE 1A HOUSING 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 3 THE ORGANIZATION RELIED ON A RELATED ORGANIZATION THAT USED ONE OR MORE OF THE METHOD DESCRIBED TO ESTABLISH TOP MANAGEMENT OFFICIAL'S COMPENSATION. PART I, LINE 4B NET FLEX PLAN CREDITS PAID TO EMPLOYEE IN CASH: CARTER, RONALD $25,947 HARRIS, DAVID PAUL $1,930 HART, RICHARD HENRY $68,888 HEINRICH, KERRY L. $157,035 MOWERY, JR, LLEWELLYN L. $16,966 NEAL, RODNEY $16,062 SAMRADZIJA, MICHAEL $15,011 THOMAS, TAMARA LYNN $27,612 WILLIAMS, RICKY EUGENE $7,025 PART I, LINE 7 BONUSES 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: 100% FUNDED BY LLU -HAFFNER, KARL COMPENSATION: 100% FUNDED BY LLU -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 -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. SERP BENEFIT: 100% FUNDED BY LLUMC -THOMAS, TAMARA LYNN COMPENSATION: 100% FUNDED BY LLU -WILLIAMS, RICKY EUGENE COMPENSATION, SERP BENEFIT: 100% FUNDED BY LLU. SERP BENEFIT: 100% FUNDED BY LLUMC A CALIFORNIA EDUCATIONAL FACILITIES AUTHORITY 521705592 130179JF2 2017-03-09 149174009 FINANCE CAPITAL PROJECTS, REFUND PRIOR OBLIGATIONS, PAY COSTS OF ISSUANCE 0 0 0 A 4040000 150072279 9858508 886454 50023695 89303622 1250314 1 0 0 1 A 0 1 1 1 1 1 0.02100 0.02100 0 0 1 A 0 1 1 0 0 0 0 0 1 A 1 PART I (F): THE REFUNDING PORTION OF THE BONDS CURRENT REFUNDED SERIES 2007A BONDS (ISSUED ON NOVEMBER 14, 2007) AND REPAID THE BORROWER'S BANK OF AMERICA LOAN (ISSUED ON FEBRUARY 13, 2015). THE DIFFERENCE BETWEEN PART I (F) AND PART II, LINE 3 IS DUE TO INTEREST EARNINGS ON BOND 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 PREVIATE PAYMENT TEST MAY NOT EXCEED THE AMOUNT OF PRVIATE 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 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. LINDA MARIE WILLIAMS FAMILY MEMBER OF RICKY WILLIAMS, A FORMER OFFICER 166766 EMPLOYMENT 0 X 5 124328 FMV X 7 BOXES OF DENTAL BOOKS 7 6725 APPRAISAL 0 0 1 0 PART I, COLUMN (B): THE UNIVERSITY IS REPORTING NUMBER OF CONTRIBUTIONS. FORM 990, PART VI, SECTION A, LINE 3 EXECUTIVE 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 6 LLUH IS THE SOLE MEMBER OF LLU. FORM 990, PART VI, SECTION A, LINE 7A LLUH AS THE SOLE MEMBER MAINTAINS CERTAIN RESERVED POWERS, INCLUDING THE POWER TO APPOINT OR REMOVE TRUSTEES. FORM 990, PART VI, SECTION A, LINE 7B THE 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 11B THE 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 12C GENERAL 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 15B THE FILING ORGANIZATION DOES NOT DETERMINE COMPENSATION FOR THE ORGANIZATION'S PRESIDENT. 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 OF 2018 FOR THE POSITION OF PROVOST/COO, LLU HELD BY CARTER, RONALD. THIS PROCESS WAS LAST UNDERTAKEN IN JULY 2019 FOR THE POSITION OF DEAN SCHOOL OF MEDICINE, LLU HELD BY THOMAS, TAMARA. THIS PROCESS WAS LAST UNDERTAKEN IN DECEMBER OF 2018 FOR THE POSITION OF VP/CIO, LLU HELD BY HARRIS, DAVID PAUL. THIS PROCESS WAS LAST UNDERTAKEN IN DECEMBER OF 2018 FOR THE POSITION OF PRESIDENT, LLUH HELD BY HART, RICHARD HENRY. THIS PROCESS WAS LAST UNDERTAKEN IN DECEMBER OF 2018 FOR THE POSITION OF SVP, FINANCE, LLU HELD BY NEAL, RODNEY. THIS PROCESS WAS LAST UNDERTAKEN IN OCTOBER OF 2018 FOR THE POSITION OF VICE PRESIDENT FOR RESEARCH, LLU HELD BY SAMARDZIJA, MICHAEL. THIS PROCESS WAS LAST UNDERTAKEN IN DECEMBER OF 2018 FOR THE POSITION OF VP FINANCE HELD BY MOWERY, JR, LLEWELLYN L. THIS PROCESS WAS LAST UNDERTAKE IN DECEMBER OF 2018 FOR THE POSITION OF VP STUDENT SERVICES, LLU FORMERLY HELD BY WILLIAMS, RICKY. THIS PROCESS WAS LAST UNDERTAKE IN SEPTEMBER OF 2019 FOR THE POSITION OF VP STUDENT SERVICES, LLU HELD BY HAFFNER, KARL. THIS PROCESS WAS UNDERTAKEN FOR THE REMAINING OFFICER'S NOT LISTED IN DECEMBER OF 2018. FORM 990, PART VI, SECTION C, LINE 19 LLU 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 LLUAHSC OR LLUAHSC 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 11G PURCHASED SERVICES: PROGRAM SERVICE EXPENSES 22,427,986. MANAGEMENT AND GENERAL EXPENSES 9,323,657. FUNDRAISING EXPENSES 1,127,017. TOTAL EXPENSES 32,878,660. TRAINING & EDUCATION: PROGRAM SERVICE EXPENSES 1,158,389. MANAGEMENT AND GENERAL EXPENSES 15,304. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 1,173,693. CONSULTING & MGMT FEES: PROGRAM SERVICE EXPENSES 1,132,524. MANAGEMENT AND GENERAL EXPENSES 987,287. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 2,119,811. ADMINISTRATIVE EXEPNSE: PROGRAM SERVICE EXPENSES 171,658. MANAGEMENT AND GENERAL EXPENSES 970. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 172,628. USS ALLOCATED SUPPORT SERVICES: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 14,140,069. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 14,140,069. FORM 990, PART XI, LINE 9: UNRELATED BUSINESS INCOME FROM PARTNERSHIPS 322,795. 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