2020-07-15T15:38:22-05:00 2019-06-30 910189318 MOSS ADAMS LLP 3121 W MARCH LN STE 200 STOCKTON CA 952192367 990 2018-07-01 951816009 LOMA LINDA UNIVERSITY LOMA 9095584515 11145 ANDERSON STREET NO 205 LOMA LINDA CA 92350 RODNEY D NEAL SENIOR VP, FINANCIAL AFFAIRS 9095584515 2020-07-15 1 TRACY S PAGLIA P00366884 2099556100 2020-07-13 76.93.179.244 2020-07-15 11:22:36 PD P DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 6B76EF6C5C90AF9682C9A74185CCBCF07F3880A4 2018 2021-01-29 14:40:06Z RICHARD H HART 11175 CAMPUS ST STE 11006 LOMA LINDA CA 92354 1004240772 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 26 3155 36 -1772768 0 60116982 32573261 200004820 228461053 43382424 61202501 24048256 24213530 327552482 346450345 11824775 12258881 0 0 166079994 160812915 0 0 759945 124117077 142802871 302021846 315874667 25530636 30575678 1572793672 1581908209 830316298 819916742 742477374 761991467 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 53190492 4157916 47998893 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 11,322 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 164, PHD 16, MS 29, BS 1. 66229983 327236 68228508 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. 28385420 298052 25846532 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-61, ASSOCIATE-81, BACCALAUREATE-111, MASTER-180, DOCTORAL-110. 97316076 7475677 86387120 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. 97316076 7475677 86387120 245121971 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 1 127 0 1 3155 1 1 1 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 X 36 26 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 DANIEL JACKSON VICE CHAIR 1.00 1.00 X X 0 0 0 DAVID WILLIAMS TRUSTEE 1.00 1.00 X 0 0 0 DOUGLAS HEGSTAD TRUSTEE 1.00 1.00 X 0 323958 40750 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 HENRY R HADLEY TRUSTEE, DEAN 25.00 26.00 X 0 526034 49440 HERBERT RUCKLE TRUSTEE 1.00 1.00 X 0 654684 42250 JERE CHRISPENS TRUSTEE 1.00 1.00 X 0 0 0 JUAN PRESTOL-PUESAN TRUSTEE 1.00 1.00 X 0 0 0 KERRY HEINRICH TRUSTEE 1.00 50.00 X 0 1132944 58213 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 6288 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 RICARDO PEVERINI TRUSTEE 1.00 1.00 X 0 450000 40750 RICHARD CHINNOCK TRUSTEE 1.00 1.00 X 0 383886 40750 RICHARD H HART TRUSTEE, PRESIDENT 25.00 26.00 X X 0 542089 53467 ROBERT LEMON TRUSTEE 1.00 1.00 X 0 0 0 ROBERT MARTIN TRUSTEE 1.00 1.00 X 0 699671 41750 ROGER WOODRUFF TRUSTEE 1.00 1.00 X 0 55000 40750 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 DAVID P HARRIS VICE PRESIDENT 50.00 0.00 X 198565 0 48851 KEVIN J LANG CHIEF FINANCIAL OFFICER 9.00 42.00 X 0 847933 48590 LEW MOWERY ASSISTANT SECRETARY 5.00 45.00 X 0 274851 51204 MICHAEL SAMARDZIJA VP-RESEARCH AFFAIRS 25.00 25.00 X 74944 178411 45488 MYRNA HANNA CORPORATE SECRETARY 5.00 45.00 X 0 173615 32117 RICKY E WILLIAMS VICE PRESIDENT 50.00 0.00 X 0 214544 50940 RODNEY NEAL SENIOR VICE PRESIDENT 49.00 2.00 X 290225 0 54549 RONALD L CARTER PROVOST 49.00 1.00 X 302737 0 38684 BEVERLY BUCKLES DEAN-SCHOOL OF BEHAVIORAL HEALTH 50.00 0.00 X 197512 0 35254 ELIZABETH BOSSART DEAN-SCHOOL OF NURSING 50.00 0.00 X 204537 0 35643 HELEN HOPP MARSHAK DEAN-SCHOOL OF PUBLIC HEALTH 50.00 0.00 X 160664 0 35561 ROBERT A HANDYSIDES DEAN-SCHOOL OF DENTISTRY 50.00 0.00 X 295045 0 47973 ALAN HERFORD PROFESSOR 50.00 0.00 X 508544 0 51698 JAIME LOZADA PROGRAM DIRECTOR 50.00 0.00 X 328654 0 46575 JAYINI S THAKKER PROFESSOR 50.00 0.00 X 373569 0 40837 JERALD NELSON FORMER DEAN OF SCHOOL OF MEDICINE 50.00 0.00 X 1131664 0 9823 JOHN LEYMAN PROFESSOR 50.00 0.00 X 395067 0 46150 CRAIG R JACKSON FORMER KEY EMPLOYEE 50.00 0.00 X 196162 0 34501 4657889 6463908 1162558 231 1 1 0 LAYTON CONSTRUCTION CO INC 8961 RESEARCH DRIVE STE 100 IRVINE CA 92618 CONSTRUCTION SERVICES 11227952 LOMA LINDA DEPT OF RISK MGMT 101 E REDLANDS BLVD SAN BERNARDINO CA 92408 RISK MGMT & INSURANCE SERVICES 10180497 SKANSKA USA BUILDING INC 633 W FIFTH ST 68TH FLOOR LOS ANGELES CA 90071 CONSTRUCTION SERVICES 9402559 LOMA LINDA UNIVERSITY FACULTY MEDICAL GR 11234 ANDERSON ST LOMA LINDA CA 92354 HEALTHCARE SERVICES 1529139 SOCAL CUSTOM INC 24230 BARTON ROAD LOMA LINDA CA 92354 CONSTRUCTION SERVICES 1180255 52 11240349 19837204 1495708 9147857 32573261 TUITION AND FEES 611600 167537589 167537589 CLINIC INCOME 621400 23012962 23012962 RESEARCH CONTRACT 541700 19837204 19837204 STUDENT LOAN INTEREST 611600 1857978 1857978 16215320 16215320 228461053 48849607 -3144324 51993931 1122411 1122411 9131931 7338749 1793182 1793182 1793182 652223958 639868150 2914 12355808 -2914 12352894 12352894 11255118 10580614 674504 1371556 -697052 POWER PLANT 221000 11055111 11055111 INDEPENDENT OPERATIONS 445100 4965283 4965283 AFFILIATED INTERCOMPANY SERVICE R 900099 4603039 4603039 20623433 346450345 228461053 -1772768 87188799 X 738893 738893 11467278 11467278 52710 52710 2492033 2377211 114822 140650 134196 6454 112719780 107547469 5172311 11312694 10786654 526040 25869333 24666409 1202924 8278425 7893478 384947 334129 262422 71707 326881 326881 11539704 11539704 39234308 20306336 18168027 759945 729426 699890 29536 20770791 11638300 9132491 4704608 2696704 2007904 21159227 10845872 10313355 3179594 2889274 290320 120911 86378 34533 5801930 3713235 2088695 16659562 10662120 5997442 1024421 791087 233334 CLINIC AND MEDICAL SUPP 8628646 8341856 286790 OVERHEAD EXPENSE ALLOCA 4346994 3955490 391504 RESEARCH COST 1740032 1740032 BAD DEBT EXPENSE 871900 551900 320000 1629807 276777 1353030 315874667 245121971 69992751 759945 0 10316988 38847234 5552108 6974475 5669055 46146734 27706771 2471318 3801844 9496054 6341963 1084980673 336606044 718926120 748374629 504852393 524533038 127339702 140344985 45026934 61089359 72712708 48177469 1572793672 1581908209 48457921 52035217 33686026 18618874 187776133 184236833 26005983 27244302 534390235 537781516 830316298 819916742 X 174395116 156668792 284246285 309575531 283835973 295747144 742477374 761991467 1572793672 1581908209 X 30575678 -10245544 -816041 X 0 1 X 1 1 1 X 86601270 46388477 41103388 60116982 32573261 266783378 86601270 46388477 41103388 60116982 32573261 266783378 266783378 37931005 50979122 33456581 46069423 62248273 230684404 27446838 29531366 30090220 20261944 20623433 127953801 625421583 1046398264 0.42660 0.43050 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: OTHER INCOME - 2014 AMOUNT: $ 27,446,838. 2015 AMOUNT: $ 29,531,366. 2016 AMOUNT: $ 30,090,220. 2017 AMOUNT: $ 20,261,944. 2018 AMOUNT: $ 20,623,433. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 9 155807 1638193 4897995 1 1 7648726 8029915 0 0 X 0 0 388994557 9693061 11043497 1966370 407764745 355444354 8322077 26586258 1358132 388994557 338974038 4521416 29907694 17958794 355444354 357945745 4487938 -1643328 21816317 338974038 324866407 34494182 7536239 8951083 357945745 0.14820 0.70870 0.14310 0 0 28685250 28685250 442198622 363103129 196149907 609151844 38277823 19953463 18324360 132279775 120502674 11777101 80436074 80436074 748374629 84637125 F OTHER 55607478 F INVESTMENTS - FUND FUNCTIONING AS ENDOWMENT 100382 F 140344985 ANNUITIES, TRUSTS AND AGENCIES 24184916 ADVANCES FROM AFFILIATES 820971 NON-OPERATING LIABILITY 8032362 TRUSTS LIABILITIES 25498671 AMOUNTS HELD FOR OTHERS 473157457 OTHER CURRENT LIABILITIES 6087139 537781516 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 WILL BE POSTED TO OUR WEBSITE, WHICH IS OUR MAIN SOURCE OF COMMUNICATION, IN AS EXPEDITIOUS MANNER AS POSSIBLE. 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 12 PROGRAM SERVICES CONSULTATION, RESEARCH, WORKSHOP, MISSION TRIP, TEACHING 30079 CENTRAL AMERICA AND THE CARIBBEAN 0 2 PROGRAM SERVICES SENDING AGENTS OF THE ORGANIZATION TO ATTEND AND SPEAK AT SEMINARS AND CONFERENCES 1645 CENTRAL AMERICA AND THE CARIBBEAN 0 1 PROGRAM SERVICES CONDUCTING BOARD MEETINGS 1350 EAST ASIA AND THE PACIFIC 0 32 PROGRAM SERVICES TEACHING, WORKSHOP, CONSULTATION, RESEARCH, CLINICAL SERVICE, MISSION TRIP, STUDENT RECRUITMENT 70179 EAST ASIA AND THE PACIFIC 0 30 PROGRAM SERVICES SENDING AGENTS OF THE ORGANIZATION TO ATTEND AND SPEAK AT SEMINARS AND CONFERENCES 70660 EUROPE (INCLUDING ICELAND AND GREENLAND) 0 12 PROGRAM SERVICES SITE VISIT, MEETING, WORKSHOP, RESEARCH, TEACHING 20761 EUROPE (INCLUDING ICELAND AND GREENLAND) 0 40 PROGRAM SERVICES SENDING AGENTS OF THE ORGANIZATION TO ATTEND AND SPEAK AT SEMINARS AND CONFERENCES 82724 MIDDLE EAST AND NORTH AFRICA 0 2 PROGRAM SERVICES SENDING AGENTS OF THE ORGANIZATION TO ATTEND AND SPEAK AT SEMINARS AND CONFERENCES 5150 NORTH AMERICA (CANADA AND MEXICO) 0 2 PROGRAM SERVICES TEACHING, MISSION TRIP 100 NORTH AMERICA (CANADA AND MEXICO) 0 27 PROGRAM SERVICES SENDING AGENTS OF THE ORGANIZATION TO ATTEND AND SPEAK AT SEMINARS AND CONFERENCES 43347 RUSSIA AND NEIGHBORING STATES 0 1 PROGRAM SERVICES SITE VISIT, CONSULTATION 11300 SOUTH AMERICA 0 6 PROGRAM SERVICES TEACHING, RESEARCH, MEETING, CONSULTATION, SITE VISIT 22645 SOUTH AMERICA 0 6 PROGRAM SERVICES SENDING AGENTS OF THE ORGANIZATION TO ATTEND AND SPEAK AT SEMINARS AND CONFERENCES 790 SUB-SAHARAN AFRICA 0 8 PROGRAM SERVICES CLINICAL SERVICE, TEACHING 3335 SUB-SAHARAN AFRICA 0 3 PROGRAM SERVICES CONDUCTING BOARD MEETINGS 5436 SUB-SAHARAN AFRICA 0 2 PROGRAM SERVICES FUNDRAISING 5076 CENTRAL AMERICA AND THE CARIBBEAN 0 10 PROGRAM SERVICES MISSION TRIP VOLUNTEER 19000 EAST ASIA AND THE PACIFIC 0 10 PROGRAM SERVICES MISSION TRIP VOLUNTEER 19000 NORTH AMERICA (CANADA AND MEXICO) 0 62 PROGRAM SERVICES MISSION TRIP VOLUNTEER 6200 RUSSIA AND NEIGHBORING STATES 0 2 PROGRAM SERVICES MISSION TRIP VOLUNTEER 3800 SOUTH AMERICA 0 13 PROGRAM SERVICES MISSION TRIP VOLUNTEER 24700 SOUTH ASIA 0 7 PROGRAM SERVICES MISSION TRIP VOLUNTEER 13300 SUB-SAHARAN AFRICA 0 12 PROGRAM SERVICES MISSION TRIP VOLUNTEER 22800 SUB-SAHARAN AFRICA 0 0 INVESTMENTS 91823 NORTH AMERICA (CANADA AND MEXICO) 0 0 INVESTMENTS 3448556 EUROPE (INCLUDING ICELAND AND GREENLAND) 0 0 INVESTMENTS 13642525 CENTRAL AMERICA AND THE CARIBBEAN 0 0 INVESTMENTS 19942670 EAST ASIA AND THE PACIFIC 0 0 INVESTMENTS 2376733 CENTRAL AMERICA AND THE CARIBBEAN 0 0 GRANTMAKING 24000 SUB-SAHARAN AFRICA 0 0 GRANTMAKING 28710 0 131 0 171 0 302 282548 39755846 40038394 GENERAL SUPPORT SUB-SAHARAN AFRICA 2 28710 WIRE GENERAL SUPPORT CENTRAL AMERICA AND THE CARIBBEAN 1 24000 WIRE 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: ACCRUAL BASIS 1 LLUH-SB INC 11145 ANDERSON ST LOMA LINDA CA 92354 472686706 501(C)(3) 32523 BOOK DONATION OF SERVICES SUPPORT OF HEALTHCARE AND EDUCATIONAL FACILITY IN UNDERSERVED AREA OF SAN BERNARDINO LOMA LINDA ACADEMY 10656 ANDERSON ST LOMA LINDA CA 92354 951831069 501(C)(3) 116171 SUPPORT LOCAL SDA SCHOOL AFFILIATED WITH LLU 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) 10866 GENERAL ASSISTANCE SOCIAL ACTION COMMUNITY HEALTH SYSTEM 1455 E THIRD ST SAN BERNARDINO CA 92410 330664371 501(C)(3) 581856 TO SUPPORT HEALTHCARE AND EDUCATIONAL SERVICES IN UNDERSERVED AREA OF SAN BERNARDINO 5 SCHOOL OF ALLIED HEALTH PROFESSIONS 108 295052 SCHOOL OF DENTISTRY 63 325456 SCHOOL OF MEDICINE 330 4136549 SCHOOL OF NURSING 578 469658 SCHOOL OF PHARMACY 60 150732 SCHOOL OF PUBLIC HEALTH 67 326359 SCHOOL OF RELIGION 31 101831 SCHOOL OF BEHAVIOURAL HEALTH 159 911898 NON-SCHOOL SPECIFIC GRANTS 1126 4749744 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 1 1 0 1 0 0 0 0 0 1 0 DOUGLAS HEGSTAD TRUSTEE 0 303125 0 20833 0 0 0 35750 0 5000 0 364708 0 0 HENRY R HADLEY TRUSTEE, DEAN 0 430330 0 0 0 95704 0 34970 0 14470 0 575474 0 0 HERBERT RUCKLE TRUSTEE 0 442709 0 211975 0 0 0 35750 0 6500 0 696934 0 0 KERRY HEINRICH TRUSTEE 0 822885 0 117765 0 192294 0 43776 0 14437 0 1191157 0 0 RICARDO PEVERINI TRUSTEE 0 393333 0 56667 0 0 0 35750 0 5000 0 490750 0 0 RICHARD CHINNOCK TRUSTEE 0 312500 0 71386 0 0 0 35750 0 5000 0 424636 0 0 RICHARD H HART TRUSTEE, PRESIDENT 0 454208 0 0 0 87881 0 35220 0 18247 0 595556 0 0 ROBERT MARTIN TRUSTEE 0 600417 0 99254 0 0 0 35750 0 6000 0 741421 0 0 DAVID P HARRIS VICE PRESIDENT 185500 0 0 0 13065 0 24103 0 24748 0 247416 0 0 0 KEVIN J LANG CHIEF FINANCIAL OFFICER 0 357231 0 0 0 490702 0 33986 0 14604 0 896523 0 0 LEW MOWERY ASSISTANT SECRETARY 0 226385 0 19597 0 28869 0 31339 0 19865 0 326055 0 0 MICHAEL SAMARDZIJA VP-RESEARCH AFFAIRS 67700 165782 0 115 7244 12514 5597 22928 4449 12514 84990 213853 0 0 MYRNA HANNA CORPORATE SECRETARY 0 130867 0 14897 0 27851 0 19054 0 13063 0 205732 0 0 RICKY E WILLIAMS VICE PRESIDENT 0 196731 0 0 0 17813 0 25470 0 25470 0 265484 0 0 RODNEY NEAL SENIOR VICE PRESIDENT 272885 0 0 0 17340 0 31547 0 23002 0 344774 0 0 0 RONALD L CARTER PROVOST 283431 0 0 0 19306 0 19432 0 19252 0 341421 0 0 0 BEVERLY BUCKLES DEAN-SCHOOL OF BEHAVIORAL HEALTH 195000 0 2091 0 421 0 24970 0 10284 0 232766 0 0 0 ELIZABETH BOSSART DEAN-SCHOOL OF NURSING 199992 0 3783 0 762 0 25359 0 10284 0 240180 0 0 0 HELEN HOPP MARSHAK DEAN-SCHOOL OF PUBLIC HEALTH 159994 0 400 0 270 0 22223 0 13338 0 196225 0 0 0 ROBERT A HANDYSIDES DEAN-SCHOOL OF DENTISTRY 261598 0 400 0 33047 0 30951 0 17022 0 343018 0 0 0 ALAN HERFORD PROFESSOR 168293 0 400 0 339851 0 30408 0 21290 0 560242 0 0 0 JAIME LOZADA PROGRAM DIRECTOR 168293 0 400 0 159961 0 30448 0 16127 0 375229 0 0 0 JAYINI S THAKKER PROFESSOR 101234 0 400 0 271935 0 30403 0 10434 0 414406 0 0 0 JERALD NELSON FORMER DEAN OF SCHOOL OF MEDICINE 0 0 0 0 1131664 0 9823 0 0 0 1141487 0 0 0 JOHN LEYMAN PROFESSOR 87298 0 400 0 307369 0 30448 0 15702 0 441217 0 0 0 CRAIG R JACKSON FORMER KEY EMPLOYEE 195000 0 400 0 762 0 24967 0 9534 0 230663 0 0 0 PART I, LINE 1A 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: HADLEY, HENRY ROGER $65,274.30 HART, RICHARD HENRY $67,007.46 HEINRICH, KERRY L. $153,005.84 LANG, KEVIN J. $66,408.26 MOWERY, JR, LLEWELLYN L. $12,964.71 EMPLOYER CONTRIBUTIONS/PAYMENTS FOR ELECTIVE BENEFITS (INCLUDES VESTED AND FORFEITED BENEFITS FUNDED IN PRIOR YEARS): LANG, KEVIN J. $1,922 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 - HADLEY, HENRY ROGER COMPENSATION: 3% FUNDED BY LLUCH, 12% FUNDED BY LLUMCAND 85% FUNDED BY LLU NET OF $50,000 FUNDED BY LLUHC AND $50,000 FUNDED BY LOMA LINDA UNIVERSITY UROLOGY GROUP AND THE DEPARTMENT OF VETERAN AFFAIRS. SERP BENEFIT: 100% FUNDED BY LLU - HARRIS, DAVID PAUL COMPENSATION: 100% FUNDED BY LLU - HART, RICHARD HENRY COMPENSATION, EXCLUDING SERP BENEFIT: 32% FUNDED BY LLU, 1% FUNDED BY LLUBMC, 12% FUNDED BY LLUCH, 5% FUNDED BY MURRIETA AND 50% FUNDED BY LLUMC SERP BENEFIT: 100% FUNDED BY LLUMC - HEINRICH, KERRY L. COMPENSATION, EXCLUDING INCENTIVE AND SERP BENEFIT: 10% FUNDED BY MURRIETA, 23% FUNDED BY LLUCH, 2% FUNDED BY LLUBMC AND 65% FUNDED BY LLUMC. INCENTIVE AND SERP BENEFIT: 100% FUNDED BY LLUMC - LANG, KEVIN J. COMPENSATION, EXCLUDING INCENTIVE AND SERP BENEFIT: 49% FUNDED BY LLUMC, 17% FUNDED BY LLUCH, 7% FUNDED BY MURRIETA, 17.5% FUNDED BY LLU, 7.5% FUNDED BY LLUHC, AND 2% FUNDED BY LLUBMC. SERP BENEFIT: 92.5% FUNDED BY LLUMC AND 7.5% FUNDED BY LLUHC. INCENTIVE BENEFIT: 100% FUNDED BY LLUMC - NEAL, RODNEY COMPENSATION: 85% FUNDED BY LLU AND 15% FUNDED BY LLUSS 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 3070000 150020260 9858507 886454 46831732 89303622 3139945 1 0 0 1 A 0 1 0 1 1 0.00030 0.00030 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, AN OFFICER 140650 EMPLOYMENT 0 X 1 7500000 APPRAISAL X 5 1103285 QUOTED PRICE ON ACTIVE E X 4 466713 APPRAISAL X MEDICAL EQUIPMENT 2 40359 APPRAISAL X AUGMENTED REALITY GLASSES, 75 GLASSES, AIR SCOUTER 76 37500 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 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 ROM INDEPENDENT FIRMS TO ESTABLISH OR REVIEW THE REASONABLENESS OF COMPENSATION AMOUNTS. THIS PROCESS WAS LAST UNDERTAKEN IN DECEMBER OF 2017 FOR THE POSITION OF PROVOST/COO, LLU HELD BY CARTER, RONALD. THIS PROCESS WAS LAST UNDERTAKEN IN DECEMBER OF 2017 FOR THE POSITION OF EVP LLUH, CEO UHS, DEAN SCHOOL OF MEDICINE HELD BY HADLEY, HENRY ROGER. THIS PROCESS WAS LAST UNDERTAKEN IN DECEMBER OF 2017 FOR THE POSITION OF VP/CIO, LLU HELD BY HARRIS, DAVID PAUL. THIS PROCESS WAS LAST UNDERTAKEN IN DECEMBER OF 2017 FOR THE POSITION OF PRESIDENT, LLUH HELD BY HART, RICHARD HENRY. THIS PROCESS WAS LAST UNDERTAKEN IN DECEMBER OF 2017 FOR THE POSITION OF EVP, FINANCE & ADMINISTRATION, LLUH FORMERLY HELD BY LANG, KEVIN J. THIS PROCESS WAS LAST UNDERTAKEN IN DECEMBER OF 2017 FOR THE POSITION OF SVP, ADMINISTRATION/ CFO LLU HELD BY NEAL, RODNEY. THIS PROCESS WAS LAST UNDERTAKEN IN DECEMBER OF 2017 FOR THE POSITION OF VP, STUDENT SERVICES, LLU HELD BY WILLIAMS, RICKY EUGENE. THIS PROCESS WAS LAST UNDERTAKEN IN OCTOBER OF 2018 FOR THE POSITION OF VICE PRESIDENT FOR RESEARCH HELD BY SAMARDZIJA, MICHAEL. THIS PROCESS WAS LAST UNDERTAKEN IN DECEMBER OF 2017 FOR THE POSITION OF VP FINANCE HELD BY MOWERY, JR, LLEWELLYN L. THIS PROCESS WAS UNDERTAKEN FOR THE REMAINING OFFICER'S NOT LISTED IN DECEMBER OF 2017. 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 14,527,727. MANAGEMENT AND GENERAL EXPENSES 17,826,503. FUNDRAISING EXPENSES 759,945. TOTAL EXPENSES 33,114,175. CONSULTING AND MANAGEMENT FEES: PROGRAM SERVICE EXPENSES 2,389,924. MANAGEMENT AND GENERAL EXPENSES 271,154. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 2,661,078. TRAINING AND EDUCATION: PROGRAM SERVICE EXPENSES 1,768,045. MANAGEMENT AND GENERAL EXPENSES 39,846. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 1,807,891. MGMT SERVICE CONTRACTS: PROGRAM SERVICE EXPENSES 1,620,640. MANAGEMENT AND GENERAL EXPENSES 30,524. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 1,651,164. FORM 990, PART XI, LINE 9: UNRELATED BUSINESS INCOME FROM PARTNERSHIPS 3,144,324. PRIOR PERIOD ADJUSTMENT-AUDIT RELATED -3,960,365. 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