LOMA LINDA - INLAND EMPIRE CONSORTIUM FOR HEALTHCARE EDUCATIO: Form 990, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- LOMA LINDA - INLAND EMPIRE CONSORTIUM FOR HEALTHCARE EDUCATIO (EIN 46-1612773)
- Tax period
- 2018-07-01 to 2019-06-30
- Filed
- 2020-05-21
- IRS object ID
- 202041429349301424
- Schema version
- 2018v3.1
- 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-05-21T17:09:05-05:00 | ReturnTs |
| Tax Period End | 2019-06-30 | TaxPeriodEndDt |
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2018-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 461612773 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LOMA LINDA - INLAND EMPIRE CONSORTIUM | BusinessNameLine1Txt |
| Business Name Line2 | FOR HEALTHCARE EDUCATION | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | LOMA | BusinessNameControlTxt |
| Phone | 9095584000 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 926 FINANCE | AddressLine1Txt |
| City | LOMA LINDA | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 92354 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ANGELA M LALAS | PersonNm |
| Person Title | CFO | PersonTitleTxt |
| Phone | 9095584000 | PhoneNum |
| Signature | 2020-05-20 | SignatureDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 143.197.222.231 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2020-05-20 | IPDt |
| IP Tm | 14:31:27 | IPTm |
| IP Timezone | PD | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 1E09360F6720A8D555ED3C1A7ACA0E122AD33B00 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2018 | TaxYr |
| Build TS | 2020-09-22 18:59:49Z | BuildTS |
Form 990 IRS990
Doing Business As Name DoingBusinessAsName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LOMA LINDA UNIVESITY HEALTH EDUCATION CONSORTIUM | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | ANGELA M LALAS | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 11234 ANDERSON ST | AddressLine1Txt |
| City | LOMA LINDA | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 92354 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $61,114,413 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | N/A | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 2013 | FormationYr |
| Legal Domicile State | CA | LegalDomicileStateCd |
| Activity Or Mission | PROMOTE AND PARTICIPATE IN CHRIST'S MINISTRY OF WHOLENESS AND HEALING. | ActivityOrMissionDesc |
| Voting Members Governing Body | 4 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 0 | VotingMembersIndependentCnt |
| Total Employee | 998 | TotalEmployeeCnt |
| Total Volunteers | 0 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $20,127,005 | PYContributionsGrantsAmt |
| CY Contributions Grants | $0 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $59,559,011 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $61,114,413 | CYProgramServiceRevenueAmt |
| PY Investment Income | $0 | PYInvestmentIncomeAmt |
| CY Investment Income | $0 | CYInvestmentIncomeAmt |
| PY Other Revenue | $0 | PYOtherRevenueAmt |
| CY Other Revenue | $0 | CYOtherRevenueAmt |
| PY Total Revenue | $79,686,016 | PYTotalRevenueAmt |
| CY Total Revenue | $61,114,413 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $0 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $0 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $59,665,583 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $60,063,869 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $20,020,433 | PYOtherExpensesAmt |
| CY Other Expenses | $22,427,452 | CYOtherExpensesAmt |
| PY Total Expenses | $79,686,016 | PYTotalExpensesAmt |
| CY Total Expenses | $82,491,321 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $0 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$21,376,908 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $16,536,980 | TotalAssetsBOYAmt |
| Total Assets EOY | $16,525,545 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $16,536,980 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $20,517,425 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $0 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | -$3,991,880 | NetAssetsOrFundBalancesEOYAmt |
| Mission | EMBRACING WHOLENESS FOR PATIENTS AND THE PEOPLE WHO CARE FOR THEM THROUGH CLINICAL AND EDUCATIONAL INNOVATION. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $80,306,196 | ExpenseAmt |
| Grant | $0 | GrantAmt |
| Revenue | $61,114,413 | RevenueAmt |
| Desc | LLIECHE PROVIDES CHRIST-CENTERED GRADUATE MEDICAL EDUCATION WHILE SERVING THE HEALTHCARE NEEDS OF UNDERSERVED PATIENT POPULATIONS. | Desc |
| Total Program Service Expenses | $80,306,196 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | 0 | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Temp Or Permanent Endowments | 0 | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | 0 | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | 0 | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | 0 | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | 0 | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 0 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Employee | 998 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 4 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 0 | IndependentVotingMemberCnt |
| Family Or Business Rln | Yes (1) | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | Yes (1) | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | Yes (1) | MembersOrStockholdersInd |
| Election Of Board Members | Yes (1) | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | Yes (1) | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | 0 | CompensationProcessCEOInd |
| Compensation Process Other | 0 | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | CA | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LEW MOWERY | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 9095584000 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 197 E CAROLINE ST STE 2100 | AddressLine1Txt |
| City | SAN BERNARDINO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 92408 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (8 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | OfficerOfficerInd |
|---|---|---|---|---|---|---|---|
| HADLEY HENRY ROGER | |||||||
| TRUSTEE | 0.50 | 49.50 | Yes (X) | $0 | $526,034 | $49,440 | |
| HART RICHARD HENRY | |||||||
| CHAIRMAN | 0.50 | 49.50 | Yes (X) | $0 | $542,090 | $53,467 | |
| HEINRICH KERRY | |||||||
| TRUSTEE | 0.50 | 49.50 | Yes (X) | $0 | $1,132,944 | $58,213 | |
| LOHR JASON | |||||||
| TRUSTEE | 0.50 | 49.50 | Yes (X) | $0 | $18,751 | $1,253 | |
| GIANG DANIEL | |||||||
| CEO | 0.50 | 49.50 | $0 | $311,051 | $40,750 | Yes (X) | |
| HANNA MYRNA LEE | |||||||
| CORPORATE SECRETARY | 0.50 | 49.50 | $0 | $173,615 | $32,117 | Yes (X) | |
| HOUGHTON MARILYN | |||||||
| COO | 0.50 | 49.50 | $0 | $131,297 | $26,146 | Yes (X) | |
| LALAS ANGELA MANALO | |||||||
| CFO | 0.50 | 49.50 | $0 | $673,347 | $61,036 | Yes (X) | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $0 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $3,509,129 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $322,422 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 6 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| LOMA LINDA UNIVERSITY FACULTY MED GRP | |||||
| 11175 CAMPUS STREET | LOMA LINDA | CA | 92354 | RESIDENCY PROGRAM DIRECTOR SERVICES | $3,393,649 |
| MATRIX TRUST COMPANY | |||||
| 15050 AVE OF SCIENCE STE 200 | SAN DIEGO | CA | 92128 | TRUST SERVICES | $3,025,703 |
| LOMA LINDA UNIVERSITY MEDICAL CENTER | |||||
| 11234 ANDERSON ST | LOMA LINDA | CA | 92354 | EDUCATIONAL SUPPORT & TRAINING | $174,408 |
| LOMA LINDA UNIVERSITY | |||||
| 11145 ANDERSON STREET | LOMA LINDA | CA | 92350 | EDUCATIONAL SUPPORT AND TRAINING | $161,685 |
| SOSTRIN AND DGEBUADZE LLP | |||||
| 21700 OXNARD STREET STE 860 | WOODLAND HILLS | CA | 91367 | LEGAL SERVICES | $128,485 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 5 | CntrctRcvdGreaterThan100KCnt |
Program Service Revenue ProgramServiceRevenueGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| GME REVENUE | 621110 | $52,253,446 | $52,253,446 |
| OTHER PROGRAM REVENUE | 621110 | $8,860,967 | $8,860,967 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $61,114,413 | TotalProgramServiceRevenueAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $61,114,413 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $61,114,413 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $0 | ExclusionAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,831,550 | TotalAmt |
| Program Services | $3,831,550 | ProgramServicesAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $42,436,761 | TotalAmt |
| Program Services | $42,108,264 | ProgramServicesAmt |
| Management And General | $328,497 | ManagementAndGeneralAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,286,537 | TotalAmt |
| Program Services | $2,286,537 | ProgramServicesAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,929,279 | TotalAmt |
| Program Services | $7,929,279 | ProgramServicesAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,579,742 | TotalAmt |
| Program Services | $3,579,742 | ProgramServicesAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $16,704,901 | TotalAmt |
| Program Services | $15,126,288 | ProgramServicesAmt |
| Management And General | $1,578,613 | ManagementAndGeneralAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $258,015 | TotalAmt |
| Management And General | $258,015 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $20,000 | TotalAmt |
| Management And General | $20,000 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,112,618 | TotalAmt |
| Program Services | $1,112,618 | ProgramServicesAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $11,817 | TotalAmt |
| Program Services | $11,817 | ProgramServicesAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $165,336 | TotalAmt |
| Program Services | $165,336 | ProgramServicesAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $27,774 | TotalAmt |
| Program Services | $27,774 | ProgramServicesAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $661,694 | TotalAmt |
| Program Services | $661,694 | ProgramServicesAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,820,000 | TotalAmt |
| Program Services | $2,820,000 | ProgramServicesAmt |
Other Expenses OtherExpensesGrp (3 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt |
|---|---|---|
| LICENSES | $449,859 | $449,859 |
| DUES AND SUBSCRIPTIONS | $124,107 | $124,107 |
| MISCELLANEOUS | $71,331 | $71,331 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $82,491,321 | TotalAmt |
| Program Services | $80,306,196 | ProgramServicesAmt |
| Management And General | $2,185,125 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $72,397 | BOYAmt |
| EOY | $233,427 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $16,464,583 | BOYAmt |
| EOY | $16,292,118 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $16,536,980 | BOYAmt |
| EOY | $16,525,545 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $16,487,458 | BOYAmt |
| EOY | $20,467,903 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $49,522 | BOYAmt |
| EOY | $49,522 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $16,536,980 | BOYAmt |
| EOY | $20,517,425 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | -$3,991,880 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | -$3,991,880 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $16,536,980 | BOYAmt |
| EOY | $16,525,545 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | -$21,376,908 | ReconcilationRevenueExpnssAmt |
| Other Changes In Net Assets | $17,385,028 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | 0 | FSAuditedInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org509a2 | Yes (X) | PubliclySupportedOrg509a2Ind |
Gifts Grants Contris Rcvd509 GiftsGrantsContrisRcvd509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $3,980,948 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $5,051,129 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $12,245,915 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $29,365,604 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $23,133,347 | CurrentTaxYearAmt |
| Total | $73,776,943 | TotalAmt |
Gross Receipts Admissions GrossReceiptsAdmissionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $10,105,782 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $11,188,723 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $35,000,740 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $88,257,626 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $61,114,413 | CurrentTaxYearAmt |
| Total | $205,667,284 | TotalAmt |
Total509 Total509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $14,086,730 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $16,239,852 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $47,246,655 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $117,623,230 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $84,247,760 | CurrentTaxYearAmt |
| Total | $279,444,227 | TotalAmt |
Amounts Rcvd Dsqlfy Person AmountsRcvdDsqlfyPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $3,980,948 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $5,051,129 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $12,245,915 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $29,365,604 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $23,133,347 | CurrentTaxYearAmt |
| Total | $73,776,943 | TotalAmt |
Substantial Contributors Amt SubstantialContributorsAmtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Subst And Dsqlfy Prsns Tot SubstAndDsqlfyPrsnsTotGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $3,980,948 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $5,051,129 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $12,245,915 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $29,365,604 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $23,133,347 | CurrentTaxYearAmt |
| Total | $73,776,943 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | $205,667,284 | PublicSupportTotal509Amt |
Total Support Calendar Year TotalSupportCalendarYearGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $14,086,730 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $16,239,852 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $47,246,655 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $117,623,230 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $84,247,760 | CurrentTaxYearAmt |
| Total | $279,444,227 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support CY509 | 0.73600 | PublicSupportCY509Pct |
| Public Support PY509 | 0.74170 | PublicSupportPY509Pct |
| Investment Income CY | 0.00000 | InvestmentIncomeCYPct |
| Thirty Thr Pct Suprt Tests CY509 | Yes (X) | ThirtyThrPctSuprtTestsCY509Ind |
Form990 Schedule A Part VI Form990ScheduleAPartVIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART III, SECTIONS A AND B: | FormAndLineReferenceDesc |
| Explanation | LLIECHE CHANGED ITS FINANCIAL REPORTING CYCLE FROM A CALENDAR YEAR TO A FISCAL YEAR ENDING JUNE 30TH. AS A RESULT, A SHORT-YEAR RETURN WAS FILED WHICH INCLUDED JANUARY THROUGH JUNE 2017. PURSUANT TO THE INSTRUCTIONS PROVIDED, AND TO AVOID ENTERING DATA IN A COLUMN WITH THE WRONG HEADING (WRONG YEAR), THE DATA ENTERED IN THE 2017 COLUMN INCLUDES BOTH THE AMOUNT FROM THE SHORT-YEAR RETURN, (SECTION A, LINE 1 = $9,238,599 & SECTION A, LINE 2 = $28,698,615) AND THE AMOUNT FOR THE RETURN WITH FISCAL YEAR ENDING JUNE 30, 2018, (SECTION A, LINE 1 = $20,127,005 & SECTION A, LINE 2 = $59,559,011). | ExplanationTxt |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $0 | TotalBookValueLandBuildingsAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART X, LINE 2: | FormAndLineReferenceDesc |
| Explanation | THE PRINCIPAL OPERATIONS OF LLIECHE ARE EXEMPT FROM TAXATION PURSUANT TO INTERNAL REVENUE CODE SECTION 501(C)(3) AND THE RELATED STATE PROVISIONS. ACCOUNTING STANDARDS CODIFICATION (ASC) TOPIC 740, INCOME TAXES, CLARIFIES THE ACCOUNTING FOR INCOME TAXES BY PRESCRIBING A MINIMUM RECOGNITION THRESHOLD THAT A TAX POSITION IS REQUIRED TO MEET BEFORE BEING RECOGNIZED IN THE FINANCIAL STATEMENTS. ASC 740 ALSO PROVIDES GUIDANCE ON DERECOGNITION, MEASUREMENT, CLASSIFICATION, INTEREST AND PENALTIES, DISCLOSURE, AND TRANSITION. THE GUIDANCE IS APPLICABLE TO PASS-THROUGH ENTITIES AND TAX-EXEMPT ORGANIZATIONS. NO SIGNIFICANT TAX LIABILITY FOR TAX BENEFITS, INTEREST, OR PENALTIES WAS ACCRUED OR NEEDED TO BE ACCRUED AT JUNE 30, 2019 OR 2018. LLEICHE CURRENTLY FILES FORM 990 (INFORMATIONAL RETURN OF ORGANIZATIONS EXEMPT FROM INCOME TAXES) IN THE U.S. FEDERAL JURISDICTION AND CA FORM 199 FOR THE STATE OF CALIFORNIA AS APPROPRIATE. LLIECHE IS NOT SUBJECT TO INCOME TAX EXAMINATION PRIOR TO 2014 IN MAJOR JURISDICTIONS. THE TAX CUTS AND JOBS ACT (THE ACT) WAS ENACTED ON DECEMBER 22, 2017. THE PROVISIONS OF THE ACT DID NOT HAVE A MATERIAL TAX EFFECT ON LLIECHE'S FINANCIAL STATEMENTS. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Travel For Companions | Yes (X) | TravelForCompanionsInd |
| Idemnification Gross Up Pmts | Yes (X) | IdemnificationGrossUpPmtsInd |
| Written Policy Ref T And E Expnss | Yes (1) | WrittenPolicyRefTAndEExpnssInd |
| Substantiation Required | Yes (1) | SubstantiationRequiredInd |
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Severance Payment | Yes (1) | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | Yes (1) | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (7 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| HADLEY HENRY ROGER | ||||||||||||||
| TRUSTEE | $0 | $430,330 | $0 | $0 | $0 | $95,704 | $0 | $34,970 | $0 | $14,470 | $0 | $575,474 | $0 | $0 |
| HART RICHARD HENRY | ||||||||||||||
| CHAIRMAN | $0 | $454,208 | $0 | $0 | $0 | $87,882 | $0 | $35,220 | $0 | $18,247 | $0 | $595,557 | $0 | $0 |
| HEINRICH KERRY | ||||||||||||||
| TRUSTEE | $0 | $822,885 | $0 | $117,765 | $0 | $192,294 | $0 | $43,776 | $0 | $14,437 | $0 | $1,191,157 | $0 | $0 |
| GIANG DANIEL | ||||||||||||||
| CEO | $0 | $311,051 | $0 | $0 | $0 | $0 | $0 | $35,750 | $0 | $5,000 | $0 | $351,801 | $0 | $0 |
| HANNA MYRNA LEE | ||||||||||||||
| CORPORATE SECRETARY | $0 | $130,867 | $0 | $14,897 | $0 | $27,851 | $0 | $19,054 | $0 | $13,063 | $0 | $205,732 | $0 | $0 |
| HOUGHTON MARILYN | ||||||||||||||
| COO | $0 | $109,598 | $0 | $9,281 | $0 | $12,418 | $0 | $16,612 | $0 | $9,534 | $0 | $157,443 | $0 | $0 |
| LALAS ANGELA MANALO | ||||||||||||||
| CFO | $0 | $517,846 | $0 | $63,329 | $0 | $92,172 | $0 | $37,129 | $0 | $23,907 | $0 | $734,383 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINES 4A-B | FormAndLineReferenceDesc |
| Explanation | PART I, LINE 1A: SOME OF LLIECHE'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. SOME OF LLIECHE'S SENIOR EXECUTIVES ARE EMPLOYED BY LLUH AND LLUH BENEFITS PROVIDE FOR GROSS-UP PAYMENTS TO APPROXIMATELY COVER THE TAXES ON THE IMPUTED COST OF GROUP-TERM LIFE INSURANCE COVERAGE IN EXCESS OF $50,000. PART I, LINE 3: LLIECHE DID NOT PROVIDE ANY COMPENSATION TO ITS TOP MANAGEMENT OFFICIAL. PART I, LINE 4B: NET FLEX PLAN CREDITS PAID TO EMPLOYEE IN CASH: HADLEY, HENRY ROGER - $61,171.50 HART, RICHARD HENRY - $62,881.52 HEINRICH, KERRY L. - $146,823.04 LALAS, ANGELA MANALO - $57,846.10 TAX INDEMNIFICATION AND GROSS-UP PAYMENTS: HADLEY, HENRY ROGER - $9,011.86 HART, RICHARD HENRY -$ 4,677.92 HEINRICH, KERRY L. - $2,619.06 LALAS, ANGELA MANALO - $733.06 PART I, LINE 6: LLUH HAS AN INCENTIVE PLAN. PAYMENTS FOR INCENTIVE AWARDS ARE TRIGGERED ONLY IF, AMONG OTHER ESTABLISHED CRITERIA, NET INCOME EXCEEDS BUDGET BY AN ESTABLISHED PERCENTAGE. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (11 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 2 | FAMILY RELATIONSHIPS MAY EXIST AMONG OTHER OFFICER'S, DIRECTOR'S, OR KEY EMPLOYEES OF OTHER RELATED EXEMPT ORGANIZATIONS. THE NATURE OF THE BUSINESS RELATIONSHIP IS EMPLOYMENT. |
| FORM 990, PART VI, SECTION A, LINE 3 | DELEGATION IS PER THE BY-LAWS OF THE CORPORATION. DELEGATION IS ADMINISTERED THEREOF. |
| FORM 990, PART VI, SECTION A, LINE 6 | THE CORPORATE MEMBERSHIP (THE MEMBERSHIP) OF LLIECHE PURSUANT TO SECTION 9310 OF THE CALIFORNIA NONPROFIT RELIGIOUS CORPORATION LAW SHALL BE LOMA LINDA UNIVERSITY HEALTH (LLUH), SOCIAL ACTION COMMUNITY HEALTH SYSTEM (SACH), LOMA LINDA UNIVERSITY MEDICAL CENTER (LLUMC) AND LOMA LINDA UNIVERSITY (LLU). |
| FORM 990, PART VI, SECTION A, LINE 7A | LLUH, SACHS, LLUMC AND LLU AS MEMBERS, HAVE RESERVED POWERS TO APPOINT THE GOVERNING BOARD OF LLIECHE AND TO REMOVE FROM OFFICE ANY TRUSTEE OF THE GOVERNING BOARD OF LLIECHE WITH OR WITHOUT CAUSE. |
| FORM 990, PART VI, SECTION A, LINE 7B | POWERS RESERVED TO LLUH, SACHS, LLUMC AND LLU BOARDS OF TRUSTEES REQUIRING A SUPER-MAJORITY VOTE. THE POWERS RESERVED BY LLUH, SACHS, LLUMC AND LLU AS MEMBERS, WHICH MAY ONLY BE EXERCISED BY THE LLUH, SACHS, LLUMC AND LLU BOARDS UPON THE AFFIRMATIVE VOTE OF TWO-THIRDS OF THE TRUSTEES/DIRECTORS PRESENT AND VOTING AT ANY REGULAR OR SPECIAL MEETING OF THE RESPECTIVE BOARDS AT WHICH A QUORUM IS PRESENT ARE TO: 1. APPROVE OR RATIFY ALL CHANGES TO THE ARTICLES OF INCORPORATION AND BYLAWS OF LLIECHE. 2. REMOVE FROM OFFICE THE ENTIRE BOARD OF LLIECHE WITH OR WITHOUT CAUSE. 3. APPROVE ANY SIGNIFICANT CHANGE IN THE CORPORATE PURPOSES OF LLIECHE. POWERS RESERVED TO LLUH, SACHS, LLUMC AND LLU BOARDS. THE POWERS RESERVED BY LLUH, SACHS, LLUMC AND LLU AS MEMBERS, WHICH SHALL ONLY BE EXERCISED BY THE LLUH, SACHS, LLUMC AND LLU BOARDS UPON THE AFFIRMATIVE VOTE OF A MAJORITY OF THE MEMBERS PRESENT AND VOTING AT ANY REGULAR OR SPECIAL MEETING OF THE BOARD AT WHICH A QUORUM IS PRESENT, ARE TO: 1. APPOINT THE BOARD FOR LLIECHE AS SET FORTH IN ARTICLE V. SECTION 1 BELOW. 2. REQUIRE LLIECHE TO HAVE A POLICY FOR BORROWING FUNDS THAT IS CONGRUENT WITH THE LLUH BOARD-APPROVED POLICY ON BORROWING. 3. APPROVE ANY MERGER, CONSOLIDATION, DISSOLUTION OR SALE OF LLIECHE. 4. APPROVE ANY EXCEPTIONS TO THE POLICY FOR THE BORROWING OF FUNDS BY LLIECHE. 5. APPROVE THE STRATEGIC PLAN OF LLIECHE. 6. APPROVE MAJOR CONSTRUCTION PROJECTS OF LLIECHE. 7. APPROVE CORPORATIONS SUBSIDIARY OR AFFILIATED TO LLIECHE INCLUDING ACCOUNTABLE CARE ORGANIZATIONS. 8. ACCEPT THE ANNUAL AUDITED FINANCIAL STATEMENTS OF LLIECHE. 9. APPROVE THE ANNUAL OPERATING AND CAPITAL BUDGETS OF LLIECHE. 10. REQUIRE LLIECHE TO ESTABLISH CONTRACTING GUIDELINES. 11. APPROVE THE BUSINESS DEVELOPMENT PLANS OF LLIECHE. 12. APPROVE RECOMMENDATIONS FROM LLIECHE AND ITS SUBSIDIARIES FOR NEW INSTITUTIONAL ALLIANCES, JOINT VENTURES AND SIMILAR ARRANGEMENTS OUTSIDE THE ORDINARY COURSE OF BUSINESS. 13. REQUIRE LLIECHE TO HAVE A COMPLIANCE PROGRAM. |
| FORM 990, PART VI, SECTION B, LINE 11B | THIS FORM 990 IS REVIEWED BY MANAGEMENT AND IS MADE AVAILABLE TO THE AUDIT COMMITTEE AND THE BOARD FOR REVIEW AND COMMENT BEFORE FILING. INTERNAL AUDIT HAS REVIEWED THIS 990. |
| FORM 990, PART VI, SECTION B, LINE 12C | GENERAL COUNSEL ANNUALLY OBTAINS STATEMENTS OF DISCLOSURE FROM TRUSTEES, OFFICERS, ADMINISTRATORS, KEY EMPLOYEES AND OTHERS WHO MAKE OR AFFECT SIGNIFICANT DECISIONS AND REVIEWS THE FINDINGS WITH APPROPRIATE BOARDS AND COMMITTEES. THE BOARD OF TRUSTEES MAKES THE DECISIONS REGARDING QUESTIONS WHICH HAVE NOT BEEN SATISFACTORILY ANSWERED AFTER ADMINISTRATIVE CONSIDERATION. |
| FORM 990, PART VI, SECTION B, LINE 15 | SACH'S PROCESS FOR DETERMINING THE COMPENSATION FOR EMPLOYEES IS BASED ON AN ASSIGNED WAGE STRUCTURE FROM A MARKET SALARY ASSESSMENT. THE SELECTION OF THE STEP PAID FOR ALL EMPLOYEES IS BASED UPON EDUCATION, AND PRIOR EXPERIENCE. LLUH EMPLOYS AN INDEPENDENT OUTSIDE CONSULTING FIRM TO BENCHMARK COMPENSATION FOR LLUH EMPLOYEES, INCLUDING THE CEO AND TOP MANAGEMENT. LLUH PROVIDES ADMINISTRATIVE SERVICES FOR LLIECHE. 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 OFDELIBERATIONS AND DECISIONS. FOR KEY EMPLOYEES OTHER THAN THE OFFICERS AS WELL AS EMPLOYEES IN LEADERSHIP POSITIONS, LLIECHE 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. |
| FORM 990, PART VI, SECTION C, LINE 18 | THE IRS FORM 990 IS AVAILABLE ON WWW.GUIDESTAR.COM, AND MAY ALSO BE OBTAINED UPON REQUEST. |
| FORM 990, PART VI, SECTION C, LINE 19 | LLIECHE WILL MAKE ITS GOVERNING DOCUMENTS AND CONFLICT OF INTEREST POLICY AVAILABLE TO THE PUBLIC UPON REQUEST AND IN ACCORDANCE WITH IRS GUIDELINES. THE CONFLICT OF INTEREST POLICY IS POSTED ON THE ORGANIZATION'S INTERNAL WEBSITE FOR EMPLOYEES. |
| FORM 990, PART XI, LINE 9: | NET EQUITY TRANSFERS 17,385,028. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (9 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Exempt Code SectionExemptCodeSectionTxt | Public Charity StatusPublicCharityStatusTxt | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Controlled OrganizationControlledOrganizationInd |
|---|---|---|---|---|---|---|---|---|---|---|
| LOMA LINDA UNIVERSITY | ||||||||||
| 11145 ANDERSON ST | LOMA LINDA | CA | 92350 | 951816009 | UNIVERSITY | CA | 501(C)(3) | 2 | LOMA LINDA UNIVERSITY HEALTH | 0 |
| LOMA LINDA UNIVERSITY MEDICAL CENTER | ||||||||||
| 11234 ANDERSON STREET | LOMA LINDA | CA | 92354 | 953522679 | HOSPITAL | CA | 501(C)(3) | 3 | LOMA LINDA UNIVERSITY HEALTH | 0 |
| LOMA LINDA UNIVERSITY HEALTH | ||||||||||
| 11175 CAMPUS ST | LOMA LINDA | CA | 92354 | 953804495 | PARENT COMPANY | CA | 501(C)(3) | 12A | GEN'L CONFERENCE OF SEVENTH-DAY ADVENTISTS | 0 |
| SOCIAL ACTION COMMUNITY HEALTH SYSTEM | ||||||||||
| 1475 EAST 3RD ST | SAN BERNARDINO | CA | 92504 | 330664371 | COMMUNITY HEALTH CLINIC | CA | 501(C)(3) | 3 | 0 | |
| LOMA LINDA UNIVERSITY BEHAVIORAL MEDICINE CENTER | ||||||||||
| 1710 BARTON ROAD | REDLANDS | CA | 92373 | 330245579 | PSYCHIATRIC HOSPITAL | CA | 501(C)(3) | 3 | LOMA LINDA UNIVERSITY HEALTH | 0 |
| LOMA LINDA UNIVERSITY CHILDREN'S HOSPITAL | ||||||||||
| 11234 ANDERSON STREET | LOMA LINDA | CA | 92354 | 463214504 | HOSPITAL | CA | 501(C)(3) | 3 | LOMA LINDA UNIVERSITY HEALTH | 0 |
| LOMA LINDA UNIVERSITY SHARED SERVICES | ||||||||||
| 11175 CAMPUS STREET | LOMA LINDA | CA | 92354 | 810661056 | SERVICE ORGANIZATION | CA | 501(C)(3) | 1 | LOMA LINDA UNIVERSITY HEALTH | 0 |
| LOMA LINDA MERCANTILE | ||||||||||
| P O BOX 2000 | LOMA LINDA | CA | 92354 | 953858272 | PURCHASING COMPANY | CA | 501(C)(3) | 1 | LOMA LINDA UNIVERSITY HEALTH | 0 |
| LOMA LINDA UNIVERSITY MEDICAL CENTER-MURRIETA | ||||||||||
| 28062 BAXTER RD | MURRIETA | CA | 92563 | 371705906 | ACUTE CARE HOSPITAL | CA | 501(C)(3) | 3 | LOMA LINDA UNIVERSITY HEALTH | 0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | 0 | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | Yes (1) | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | 0 | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | 0 | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | Yes (1) | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | 0 | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | 0 | SharingOfFacilitiesInd |
| Paid Employees Sharing | 0 | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | Yes (1) | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp (11 entries)
| Transaction TypeTransactionTypeTxt | InvolvedInvolvedAmt |
|---|---|
| LLU MEDICAL CENTER | |
| C | $23,133,347 |
| LLU BEHAVIORAL MEDICINE CENTER | |
| L | $526,136 |
| LLU CHILDREN'S HOSPITAL | |
| L | $9,487,047 |
| LLU MEDICAL CENTER | |
| L | $34,294,919 |
| LLU SHARED SERVICES | |
| M | $175,336 |
| LOMA LINDA MERCANTILE | |
| P | $144,047 |
| SOCIAL ACTION COMMUNITY HEALTH SYSTEM | |
| L | $4,500,001 |
| LOMA LINDA FACULTY MEDICAL GROUP | |
| M | $16,430,240 |
| LOMA LINDA UNIVERSITY MEDICAL CENTER | |
| M | $81,168 |
| LOMA LINDA UNIVERSITY | |
| M | $256,596 |
| LOMA LINDA UNIVERSITY RISK MANAGEMENT | |
| M | $15,035,348 |
Comments