2019-11-15T17:20:02-06:00 2018-12-31 770549163 SOREN MCADAM LLP 2068 ORANGE TREE LANE SUITE 100 REDLANDS CA 92374 990 2018-01-01 951744348 ALUMNI ASSOCIATION OF THE SCHOOL OF MEDICINE OF LOMA LINDA UNIVERSITY INC ALUM 9095584633 11245 ANDERSON STREET SUITE 200 LOMA LINDA CA 92354 CALVIN CHUANG EXECUTIVE DIRECTOR 9095584633 2019-11-15 1 JASON LEWIS P01269855 9097982222 2019-11-15 173.51.36.98 2019-11-15 13:28:50 PS P A72EFFD129CC771AEDB956F75A55350B8412D841 A407DCB18E24B0FE7D819676A8343929F4BA3CAF 2018 2020-03-31 21:24:44Z CALVIN CHUANG 11245 ANDERSON STREET SUITE 200 LOMA LINDA CA 92354 2627928 0 X WWW.LLUSMAA.ORG X 1932 CA THE ALUMNI ASSOCIATION PROMOTES AND SUPPORTS THE SCHOOL OF MEDICINE OF LOMA LINDA UNIVERSITY, IT'S FACULTY, STUDENTS, AND GLOBAL ALUMNI COMMUNITY IN CHARITABLE, RELIGIOUS, EDUCATIONAL, AND SCIENTIFIC ACTIVITIES. 42 41 9 41 40282 -8873 1753865 2196403 0 0 77036 84034 137529 153777 1968430 2434214 474041 646219 0 0 397209 429443 0 0 0 887230 893350 1758480 1969012 209950 465202 3850486 4697494 755271 1015567 3095215 3681927 THE ALUMNI ASSOCIATION EXISTS TO SERVE THE ALUMNI AND ITS FUTURE ALUMNI STUDENTS, AND THE SCHOOL OF MEDICINE OF LOMA LINDA UNIVERSITY WHILE PROMOTING EXCELLENCE IN WORLD-WIDE HEALTH CARE. 0 0 840462 314361 EDUCATION AND RESEARCH PROJECTS: THE ORGANIZATION ADMINISTERS FUNDS THAT SUPPORT VARIOUS EDUCATIONAL, RESEARCH AND OTHER PROJECTS THAT ALIGN WITH THE GENERAL ACTIVITIES OF THE ORGANIZATION. 751013 280904 MISSION: THE ORGANIZATION ADMINISTERS FUNDS THAT SUPPORT MISSION PROJECTS TO SERVE UNDERPRIVILEGED COMMUNITIES IN NEED OF MEDICAL ATTENTION AROUND THE GLOBE. 136228 50954 SCHOLARSHIPS: THE ORGANIZATION ADMINISTERS PROGRAMS TO PROVIDE SCHOLARSHIPS AND GRANTS TO EXISTING STUDENT MEMBERS. 1727703 1 1 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 1 0 0 1 1 0 0 1 0 0 1 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 1 0 1 0 1 8 0 1 9 1 1 1 0 0 0 0 0 0 0 0 0 0 0 X 42 41 0 0 0 0 1 0 0 1 1 0 0 1 0 0 0 1 0 0 CA X CALVIN CHUANG 9095584633 11245 ANDERSON STREET STE 200 LOMA LINDA CA 92354 DEBRA STOTTLEMYER MD DIRECTOR 2.00 X X 0 0 0 JON KATTENHORN MD DIRECTOR 2.00 X X 0 0 0 GINA MOHR MD DIRECTOR 2.00 X 0 0 0 DAVID CREAMER MD DIRECTOR 2.00 X 0 0 0 ROGER HADLEY MD DIRECTOR 2.00 X 0 0 0 RICHARD HART MD DIRECTOR 2.00 X 0 0 0 DUANE BIETZ MD DIRECTOR 1.00 X 0 0 0 MARK BOLTON MD DIRECTOR 1.00 X 0 0 0 ANDREW CHANG MD DIRECTOR 1.00 X 0 0 0 CHRISTOPHER CHURCH MD DIRECTOR 1.00 X 0 0 0 JEREMY DEISCH MD DIRECTOR 1.00 X 0 0 0 JESSE DOVICH MD DIRECTOR 1.00 X 0 0 0 STEVEN HERBER MD DIRECTOR 1.00 X 0 0 0 STEVEN HILDEBRAND MD DIRECTOR 1.00 1.00 X 0 0 0 TAKKIN LO MD DIRECTOR 1.00 X 0 0 0 DANIEL SRIKUREJA MD DIRECTOR 1.00 X 0 0 0 SONJA TANG MD DIRECTOR 1.00 X 0 0 0 SYLVIA THOMAS MD DIRECTOR 1.00 X 0 0 0 JOSEPH VERSKA MD DIRECTOR 1.00 X 0 0 0 REBEKA WANG-CHENG MD DIRECTOR 1.00 X 0 0 0 STEPHEN WATERBROOK MD DIRECTOR 1.00 X 0 0 0 HUGH WATKINS MD DIRECTOR 1.00 X 0 0 0 SHANE WILLIAMS MD DIRECTOR 1.00 X 0 0 0 ANTON HASSO MD DIRECTOR 1.00 X 0 0 0 TAMMI THOMAS MD PRESIDENT 2.00 2.00 X X 0 0 0 CALVIN CHUANG EXECUTIVE DIRECTOR 36.00 4.00 X X 89582 0 10603 DEL SCHUTTE PRESIDENT ELECT 2.00 2.00 X X 0 0 0 JAMES ANHOLM DIRECTOR 1.00 2.00 X 0 0 0 JENNY JAQUE DIRECTOR 1.00 X 0 0 0 TIFFANY PRIESTER DIRECTOR 1.00 X 0 0 0 BARTH RIEDEL DIRECTOR 1.00 X 0 0 0 BURTON BRIGGS DIRECTOR 1.00 X 0 0 0 DONALD CHANG DIRECTOR 1.00 X 0 0 0 STEVEN HODGKIN DIRECTOR 1.00 X 0 0 0 BARBARA MCKINNEY DIRECTOR 1.00 X 0 0 0 KERBY OBERG DIRECTOR 1.00 X 0 0 0 WESLEY PHIPATANAKUL DIRECTOR 1.00 X 0 0 0 ROBERT SIBLEY DIRECTOR 1.00 X 0 0 0 WICHIT SRIKUREJA DIRECTOR 1.00 X 0 0 0 NANETTE WUCHENICH DIRECTOR 1.00 X 0 0 0 ALICE YEO DIRECTOR 1.00 X 0 0 0 ERIKA KINNE DIRECTOR 1.00 X 0 0 0 89582 0 10603 0 0 0 0 0 97275 53131 294709 1751288 25802 2196403 84034 84034 126387 87528 38859 38859 38859 106186 53131 106186 0 MANAGEMENT FEES 541610 74254 74254 PUBLICATION INCOME 511120 40282 40282 OTHER INCOME 900099 382 382 114918 2434214 74636 40282 122893 365315 365315 280904 280904 89582 80624 8958 262371 236134 26237 2399 2159 240 45112 40601 4511 29979 26981 2998 1929 1929 30650 30650 30349 27314 3035 158314 158314 1850 1850 2587 2587 591000 591000 PUBLICATION 49155 49155 NEUFELD G&A 27516 27516 1969012 1727703 241309 0 156426 1455 1092208 1644262 416218 789493 17900 37973 912165 709489 230115 202676 1937619 2021635 3850486 4697494 206180 144544 103234 56632 445857 814391 755271 1015567 X 292539 432807 2400892 2814384 401784 434736 3095215 3681927 3850486 4697494 465202 121510 0 X X 0 1 X 1 0 X 2248900 1661639 1534297 1714851 2059868 9219555 117520 118247 118945 95661 126387 576760 2366420 1779886 1653242 1810512 2186255 9796315 75000 8400 145000 85000 82500 395900 0 75000 8400 145000 85000 82500 395900 9400415 113656 93644 128442 77041 84034 496817 113656 93644 128442 77041 84034 496817 80248 86871 92357 134545 114918 508939 2560324 1960401 1874041 2022098 2385207 10802071 0.87020 0.86390 0.04600 0.05920 X SCHEDULE A, PART III, LINE 12, EXPLANATION OF OTHER INCOME: MANAGEMENT FEES - 2014 AMOUNT: $ 45,313. 2015 AMOUNT: $ 66,763. 2016 AMOUNT: $ 76,416. 2017 AMOUNT: $ 79,905. 2018 AMOUNT: $ 74,254. OTHER INCOME - 2014 AMOUNT: $ 8,410. 2015 AMOUNT: $ 2,337. 2016 AMOUNT: $ 1,837. 2017 AMOUNT: $ 8,082. 2018 AMOUNT: $ 382. PUBLICATION INCOME - 2014 AMOUNT: $ 26,525. 2015 AMOUNT: $ 17,771. 2016 AMOUNT: $ 14,104. 2017 AMOUNT: $ 46,558. 2018 AMOUNT: $ 40,282. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 675669 14000 28216 27516 690369 635704 32900 25864 18799 675669 609992 5000 27212 6500 635704 424847 18338 443185 384958 39889 424847 0 0 125000 125000 591641 544823 46818 69707 50471 19236 125817 114195 11622 202676 2627928 193714 193714 2434214 0 2434214 2162726 193714 193714 1969012 0 1969012 PART XI, LINE 2D - OTHER ADJUSTMENTS: RENTAL EXPENSE INCLUDED ON STATEMENT OF REVENUE 87,528. FUNDRAISING EXPENSE INCLUDED ON STATEMENT OF REVENUE 106,186. PART XII, LINE 2D - OTHER ADJUSTMENTS: RENTAL EXPENSES INCLUDED ON STATEMENT OF REVENUE 87,528. FUNDRAISING EXPENSE INCLUDED ON STATEMENT OF REVENUE 106,186. 1 SOUTH AMERICA - ARGENTINA, URUGUAY 0 0 GRANTS GENERAL SUPPORT 62297 EAST ASIA - TAIWAN, CHINA, HONG KONG 0 0 GRANTS GENERAL SUPPORT AND SCHOLARSHIP DONATIONS 83562 SOUTHEAST ASIA - MALAYSIA, TANJONG BUNGAY 0 0 GRANTS GENERAL SUPPORT 21170 SOUTHERN AND CENTRAL AFRICA - MALAWI, ZAMBIA 0 0 GRANTS GENERAL SUPPORT 47472 0 0 0 0 0 0 214501 0 214501 SOUTH AMERICA - ARGENTINA, URUGUAY GENERAL SUPPORT 44978 WIRE TRANSFER SOUTHEAST ASIA - MALAYSIA,TANJONG BUNGAY GENERAL SUPPORT 16170 WIRE TRANSFER SOUTH AMERICA - ARGENTINA, URUGUAY GENERAL SUPPORT 17319 WIRE TRANSFER EAST ASIA AND PACIFIC - TAIWAN, CHINA, HONG KONG GENERAL SUPPORT 38257 WIRE TRANSFER SOUTHEAST ASIA - MALAYSIA,TANJONG BUNGAY GENERAL SUPPORT 5000 WIRE TRANSFER SOUTHERN AND CENTRAL AFRICA: MALAWI, ZAMBIA GENERAL SUPPORT 23222 WIRE TRANSFER EAST ASIA AND PACIFIC - TAIWAN, CHINA, HONG KONG GENERAL SUPPORT 24200 WIRE TRANSFER EAST ASIA AND PACIFIC - TAIWAN, CHINA, HONG KONG GENERAL SUPPORT 13500 WIRE TRANSFER EAST ASIA AND PACIFIC - TAIWAN, CHINA, HONG KONG GENERAL SUPPORT 7605 WIRE TRANSFER SOUTHERN AND CENTRAL AFRICA: MALAWI, ZAMBIA GENERAL SUPPORT 12750 WIRE TRANSFER SOUTHERN AND CENTRAL AFRICA: MALAWI, ZAMBIA GENERAL SUPPORT 11500 WIRE TRANSFER 11 0 0 0 0 0 0 PART I, LINE 2: THE SUPPORT OF FOREIGN ORGANIZATION IS ALUMNI DIRVEN, AND THE ALUMNI EITHER REFER THE ORGANIZATIONS OR GET INVOLVED IN THE MISSION THEMSELVES. MOST OF THE ORGANIZATIONS ARE THE SDA WORLD CHURCH AFFILIATED, AND THE ALUMNI ASSOCIATION HAD THE ABILITY TO VERIFY THE LEGITIMACY OF THE FOREIGN ORGANIZATIONS THROUGH ITS WORLD CHURCH CONNECTION. THE ORGANIZATION RECEIVED PERIODIC UPDATES FROM THE FOREGIN ORGANIZATIONS IN REGARDS TO HOW THE GRANTS AND DONATIONS WERE BEING USED AND THE PROGRESS ON CERTAIN PROJECTS IT SUPPORTED. APC EVENT 159317 53131 106186 106186 159317 53131 106186 106186 106186 0 1 LOMA LINDA UNIVERSITY FOUNDATION 11130 ANDERSON STREET BC-201 LOMA LINDA CA 92354 951816009 501(C)(3) 365315 GENERAL SUPPORT 1 PART I, LINE 2: ALUMNI ASSOCIATION OF THE SCHOOL OF MEDICINE OF LOMA LINDA UNIVERSITY, INC. PROVIDES GRANTS TO LOMA LINDA UNIVERSITY FOUNDATION, A 501(C)(3) ENTITY. THE USE OF THE GRANTS ARE MONITORED THROUGH THE FOUNDATION'S COMPLIANCE WITH THE 501(C)(3) EXEMPT STATUS REQUIREMENTS. X 470 25802 FMV 0 0 0 PART I, COLUMN (B): NUMBER OF SHARES RECEIVED ARE BEING REPORTED. FORM 990, PART VI, SECTION A, LINE 6 MEMBERSHIP IN THE ORGANIZATION IS CLASSIFIED AS REGULAR, AFFILIATE, ASSOCIATE, AND HONORARY. REGULAR AND AFFILIATE MEMBERS ARE PHYSICIANS WHO ASSOCIATE WITH THE LOMA LINDA UNIVERSITY SCHOOL OF MEDICINE. ASSOCIATE MEMBERS ARE STUDENDS OF THE LOMA LINDA UNIVERSITY SCHOOL OF MEDICINE. HONORARY MEMBERS ARE DISTINGUISHED WITHIN THE FIELD OF MEDICINE AND ARE ELECTED BY THE BOARD OF DIRECTORS. ONLY REGULAR AND AFFILIATE MEMBERS ARE ENTITLED TO VOTE AND TO HOLD OFFICE IN THE ORGANIZATION. FORM 990, PART VI, SECTION B, LINE 11B THE TAX RETURN IS PRESENTED TO MANAGEMENT AND TO THE BOARD OF DIRECTORS BEFORE IT IS FILED. FORM 990, PART VI, SECTION B, LINE 15A THE PROCESS FOR DETERMINING COMPENSATION OF THE FOUNDATION'S EXECUTIVE DIRECTOR IS BASED ON COMPARATIVE DATA FOR SIMILAR POSITIONS IN OTHER NON-PROFIT ORGANIZATIONS IN THE SURROUNDING AREAS. THAT DATA IS REVIEWED BY THE FOUNDATION'S BOARD OF DIRECTORS, WHICH MAKES A FINAL DETERMINATION ON COMPENSATION. FORM 990, PART VI, SECTION C, LINE 18 THE ORGANIZATION PROVIDE ITS GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS TO THE PUBLIC UPON REQUEST. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION PROVIDES ITS GOVERNING DOCUMENTS AND FINANCIAL STATEMENT TO THE PUBLIC UPON REQUEST. FORM 990, PART XII, LINE 2C: THE ORGANIZATION ISSUED CONSOLIDATED FINANCIAL STATEMENTS WITH A RELATED ENTITY, AND THE FINANCIAL STATEMENTS WERE AUDITED BY AN INDEPENDENT ACCOUNTANT. THE ORGANIZATION HAS AN AUDIT COMMITTEE OVERSEE THE PROCESS. ASSOCIATION OF INTERNATIONAL MEDICAL SERVICES INC 11245 ANDERSON STREET STE 200 LOMA LINDA CA 92354 953282875 TO PROVIDE AN ASSOC. OF HEALTH PROFESSIONALS & FOSTER TRAINING AND EDUCATION CA 501(C)(3) LINE 10 N/A 0 HOLDING FUND INC OF THE ALUMNI ASSOCIATION SCHOOL OF MEDICINE OF LLU INC 11245 ANDERSON STREET STE 200 LOMA LINDA CA 92354 TO SUPPORT THE ADMINISTRATIVE & PROGRAM SERVICE EXPENSES OF THE LLUSMAA CA 501(C)(2) N/A 0 0 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 HOLDING FUND INC OF THE ALUMNI ASSOC SCHOOL OF MEDICINE OF LLU INC B 591000 CASH HOLDING FUND INC OF THE ALUMNI ASSOC SCHOOL OF MEDICINE OF LLU INC C 294709 CASH ASSOCIATION OF INTERNATIONAL MEDICAL SERVICES INC L 9591 CASH