2019-05-21T19:16:03-05:00 2018-06-30 990 2017-07-01 953522679 SEVENTH-DAY ADVENTISTS LOMA LINDA UNIVERSITY MEDICAL CENTER SEVE 9095584000 PO BOX 926 FINANCE LOMA LINDA CA 92354 ANGELA M LALAS CFO 9095584490 2019-05-21 143.197.222.231 2019-05-21 19:15:52 PD P 81298F6C4D2814A13D208F168A19DEA3B42CB74E 0EB4CE1ACD44DB279B6C2D9A8476B20948576B96 2017 2019-02-21 02:37:17Z ANGELA M LALAS 11234 ANDERSON ST LOMA LINDA CA 92354 1328298155 0 1071 X WWW.LLUH.ORG X 1980 CA PROVIDE MEDICAL & HEALTH CARE SERVICES TO THE COMMUNITY. 34 18 6619 471 264390 110148 4211204 7293753 533273931 1293434911 8939898 9009283 1293259 2458584 547718292 1312196531 523415 1452391 0 0 223384622 471488710 0 0 3655091 303707897 731789344 527615934 1204730445 20102358 107466086 2659429151 3658896248 1797249040 2721328730 862180111 937567518 X OUR MISSION IS TO CONTINUE THE HEALING MINISTRY OF JESUS CHRIST, "TO MAKE MAN WHOLE," IN A SETTING OF ADVANCING MEDICAL SCIENCE AND TO PROVIDE A STIMULATING CLINICAL AND RESEARCH ENVIRONMENT FOR THE EDUCATION OF PHYSICIANS, NURSES, AND OTHER HEALTH PROFESSIONALS. 0 0 991770014 1452391 1304610448 LLUMC'S PRIMARY SERVICE AREA CAN BE DEFINED, BROADLY, AS CALIFORNIA'S INLAND EMPIRE - RIVERSIDE AND SAN BERNARDINO COUNTIES. THE INLAND EMPIRE IS A REGION OF SOUTHERN CALIFORNIA SITUATED DIRECTLY EAST OF THE LOS ANGELES METROPOLITAN AREA. RIVERSIDE AND SAN BERNARDINO COUNTIES RANGE FROM LAKE ARROWHEAD IN THE NORTH, YUCIPA IN THE EAST, PERRIS IN THE SOUTH, AND ONTARIO IN THE WEST, SERVING A LITTLE OVER 4 MILLION PEOPLE. IN JANUARY 2016, THE HOSPITAL ASSOCIATION OF SOUTHERN CALIFORNIA (HASC) CONTRACTED WITH SCIENTIFIC TECHNOLOGIES CORPORATION TO COMPLETE A REGIONAL COMMUNITY HEALTH NEEDS ASSESSMENT FOR SEVERAL OF ITS MEMBER HOSPITALS (INCLUDING, LOMA LINDA UNIVERSITY CHILDREN'S HOSPITAL, LOMA LINDA UNIVERSITY MEDICAL CENTER, LOMA LINDA UNIVERSITY BEHAVIORAL MEDICINE CENTER AND LOMA LINDA UNIVERSITY MURRIETA), REPRESENTING THE GREATER INLAND EMPIRE. THE REGIONAL CHNA WAS FINALIZED ON APRIL 5, 2016 FOR ALL THREE LICENSED HOSPITALS AND THE OTHER HASC MEMBER HOSPITALS. THE CHNA REPORT IS A CRITICAL TOOL FOR LLUH HOSPITALS TO DEVELOP THE COMMUNITY HEALTH IMPLEMENTATION STRATEGY AND INITIATIVE IN ADDITION TO THE REGULATORY REQUIREMENTS (CALIFORNIA'S COMMUNITY BENEFIT LEGISLATION - SB 697 AND THE AFFORDABLE CARE ACT - H.R. 3590). THE CHNA REPORT INCLUDED TOP DIAGNOSIS-RELATED GROUP (DRG) DISCHARGES FOR LLUH SERVICE AREAS (TOP 6 FOR LLUH: PSYCHOSES, SEPTICEMIA, JOINT REPLACEMENT, HEART FAILURE & SHOCK, DIGESTIVE DISORDER AND PNEUMONIA &PLEURISY). OUR INITIATIVES AND PROGRAMS WILL ALSO CONTINUE TO PROVIDE COMMUNITY MEMBERS WITH EDUCATION AND SUPPORT FOR POST DISCHARGE CARE. THE CHNA ALSO CONTINUES TO SUPPORT AND FULFILL LLUH'S MISSION: TO FURTHER THE TEACHING AND HEALING MINISTRY OF JESUS CHRIST. IN 2016/2017 LLUH UPDATED THEIR COMMUNITY HEALTH IMPLEMENTATION STRATEGY FOR 2017 - 2019. FULL DRAFT OF THE REPORT IS AVAILABLE ON THE MEDICAL CENTER'S WEBSITE: (HTTPS://LLUH.ORG/ABOUT-US/COMMUNITY-BENEFIT/REPORTS-AND-RESOURCES)LLUH COMMUNITY BENEFIT PROGRAM WILL SPECIFICALLY INCLUDE EVALUATION-BASED COMMUNITY PROGRAMS AND INITIATIVES TO ADDRESS THE PRIMARY CONCERNS OF THE COMMUNITY. THE RECENT UPDATE TO THE CHIS 2017-2019, INCLUDES THE PLAN REGARDING ALLOCATING SPECIFIC RESOURCES TO THE INSTITUTION'S COMMUNITY BENEFIT PROGRAM. FROM SOCIAL DETERMINATES OF HEALTH, TO LLUH INVESTING PRIMARILY IN PROGRAMS THAT ARE FOCUSED TOWARDS SUPPORTING AND ENHANCING EDUCATION AND WORKFORCE DEVELOPMENT FOR THE IN-NEED POPULATION. SCHOLARSHIP'S (FULL AND PARTIAL) ARE CREATED AT SAN MANUEL GATEWAY COLLEGE. THE COLLEGE HAS INTEGRATED TRAINING PROGRAMS IN HEALTH CAREERS WITH CLINICAL EXPERIENCE, ALLOWING RECENT GRADUATES OF HIGH SCHOOL AND COMMUNITY MEMBERS TO BENEFIT FROM HANDS-ON TRAINING AND MENTORING BY LOMA LINDA UNIVERSITY HEALTH FACULTY AND STAFF. THESE SIX TO 18-MONTH HEALTH CAREER CERTIFICATE PROGRAMS PROVIDE JOB ENTRY SKILLS FOR EMPLOYMENT OPPORTUNITIES AND VALUABLE COLLEGE CREDIT FOR STUDENTS WHO ELECT TO FURTHER THEIR EDUCATION. TRAINING PROGRAMS INCLUDE: MEDICAL ASSISTANT, CERTIFIED NURSING ASSISTANT, PHARMACY TECH AND COMMUNITY HEALTH WORKERS/PROMOTERS.FROM A CLINICAL AND HEALTH CONDITION, WE WILL BE INVESTING AND SUPPORTING PROGRAMS THROUGH OUR COMMUNITY HEALTH INITIATIVES PILOT AWARDS AND SPONSORSHIP PROGRAM, SPECIFICALLY TO PROGRAMS THAT ARE FOCUSED ON IMPROVING MENTAL HEALTH, MANAGING AND ENHANCING CARE FOR INDIVIDUALS DIAGNOSED WITH DIABETES AND OBESITY. IN ADDITION, LISTED BELOW ARE KEY WHOLE PERSONE CARE PROGRAMS AND AREA OF INVESTMENTS INSTITUTION-WIDE ON CONTINUING BASIS: - AGING CARE - BEHAVIORAL HEALTH CARE - CANCER CARE- CHILD CARE - CHRONIC DISEASE MANAGEMENT - REHABILITATION CARE - SICKLE CELL ANEMIA CARE - HEALTH CAREER PIPELINE PROJECTS - FAITH AND HEALTH INITIATIVES 991770014 1 1 0 1 0 0 0 0 0 0 1 0 0 1 1 1 0 1 0 0 0 0 0 0 1 0 1 1 1 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 1 0 0 0 1 416 0 1 6619 1 1 1 0 0 0 0 0 0 0 0 0 X 34 18 1 1 0 0 1 1 1 1 1 0 0 1 1 1 1 1 1 1 1 0 X ANGELA M LALAS 9095584490 11234 ANDERSON ST LOMA LINDA CA 92354 X RICHARD HART PRESIDENT 25.00 25.00 X X 0 515854 56739 KERRY HEINRICH CEO 30.00 20.00 X X 0 1139621 69360 LISA BEARDSLEY-HARDY TRUSTEE 0.50 X 0 0 0 SHIRLEY CHANG TRUSTEE 0.50 X 0 0 0 RICHARD CHINNOCK TRUSTEE 0.50 X 0 365914 40100 JERE CHRISPENS TRUSTEE 0.50 X 0 0 0 WILFREDO COLON TRUSTEE 0.50 X 0 0 0 SHERYL DODDS TRUSTEE 0.50 X 0 0 0 STEVEN FILLER TRUSTEE 0.50 X 0 0 0 RICARDO GRAHAM TRUSTEE 0.50 X 0 0 0 WAYNE HARRIS TRUSTEE 0.50 X 0 0 0 DOUGLAS HEGSTAD TRUSTEE 0.50 X 0 315000 40100 DAN JACKSON TRUSTEE 0.50 X 0 0 0 JOHNSON MARK TRUSTEE 0.50 X 0 0 0 MELISSA KIDDER TRUSTEE 0.50 X 0 130143 7000 PETER LANDLESS TRUSTEE 0.50 X 0 0 0 ROBERT LEMON TRUSTEE 0.50 X 0 0 0 THOMAS LEMON TRUSTEE 0.50 X 0 0 0 ROBERT MARTIN TRUSTEE 0.50 X 0 639090 41100 PATRICK MINOR TRUSTEE 0.50 X 0 0 0 LARRY MOORE TRUSTEE 0.50 X 0 0 0 GTNG TRUSTEE 0.50 X 0 0 0 RICARDO PEVERINI TRUSTEE 0.50 X 0 388750 40100 JUAN PRESTOL-PUESAN TRUSTEE 0.50 X 0 0 0 SCOTT REINER TRUSTEE 0.50 X 0 0 0 HERBERT RUCKLE TRUSTEE 0.50 X 0 531325 41600 EUNMEE SHIM TRUSTEE 0.50 X 0 0 0 RON SMITH TRUSTEE 0.50 X 0 0 0 MAX TREVINO TRUSTEE 0.50 X 0 0 0 ERIC TSAO TRUSTEE 0.50 X 0 0 0 TOM WERNER TRUSTEE 0.50 X 0 0 0 DAVID WILLIAMS TRUSTEE 0.50 X 0 0 0 TED WILSON TRUSTEE 0.50 X 0 0 0 ROGER WOODRUFF TRUSTEE 0.50 X 0 270000 40100 KEVIN LANG CFO UNTIL 3/31/2018 35.00 15.00 X 0 1089235 73189 TREVOR WRIGHT COO 45.00 5.00 X 0 669150 61074 LYNDON EDWARDS SR VP-ADULT HOSPITAL 50.00 0.00 X 0 565236 60464 ANGELA LALAS CFO AS OF 5/21/18/PRIOR SVP FINANCE 25.00 25.00 X 0 570934 59761 DARRYL VANDENBOSCH VP-ADULT HOSPITAL 50.00 0.00 X 0 213424 29407 JONATHAN JEAN-MARIE VP-ADMINISTRATOR-EAST CAMPUS & SURGICA 50.00 0.00 X 0 309027 51666 DAVID WREN VP-AMBULATORY SERVICES 50.00 0.00 X 0 345281 58337 HANNAMYRNA LEE CORPORATE SECRETARY 0.50 49.50 X 0 170939 29591 MARK HUBBARD ASST. CORPORATE SECRETARU 0.50 49.50 X 0 605165 64099 ORLANDO HUGGINS ASSIST. CORPORATE SECRETARY 0.50 49.50 X 0 175841 32813 WHITNEY SMITH ASSIST. CORPORATE SECRETARY 0.50 49.50 X 0 135743 28461 ROGER HADLEY CMO 0.50 49.50 X 0 494716 58224 JAN KROETZ CNO 50.00 0.00 X 0 329900 59980 MARK ZIRKELBACH CIO 45.00 5.00 X 0 453188 45720 ALAN SODERBLOM VP-FINANCE 0.50 49.50 X 0 143939 15748 SUSAN R MARKOVICH EXEC DIRECTOR-CRITICAL CARE 40.00 X 197675 0 34741 ISLA A NATION EXEC DIRECTOR-PERIOP SERVICES 40.00 X 187529 0 33779 PAUL K NORRIS EXEC DIRECTOR - PHARMACY 40.00 X 344371 0 2465 JUDY MARIE CHATIGNY AVP-ANCILLARY SERVICES 40.00 X 272688 0 40844 ANTONY GOBIN EXEC DIRECTOR-PHARMACY 40.00 X 240125 0 38463 ERIC N SCHILT AVP-CONSTRUCTION 40.00 X 235456 0 36548 ROLAND W RHYNUS JR EXEC DIRECTOR-RADIOLOGY 40.00 X 223209 0 28452 OLIVIA A SWAGER EXEC DIRECTOR-MEDICAL LAB 40.00 X 210105 0 35457 PABLO A ARIAS AVP-CARE COORDINATION 40.00 X 209630 0 29996 KARLA ANN ARYAN EXEC DIRECTOR-PATIENT CARE SVCS 40.00 X 194678 0 34416 CONNIE CUNNINGHAM EXEC DIRECTOR-EMERGENCY SVCS 40.00 X 191668 0 230175 NORIE R BENCITO ACA AC EXEC DIRECTOR-PATIENT CARE ADMIN 40.00 X 194931 0 33691 MARIFOSQUE AILEEN F AVP-FINANCE 40.00 X 185056 0 28720 RACHELLE BUSSELL SVP ADVANCEMENT 1.00 39.00 X 0 471490 57180 MELVIN ARTHUR EISELE VP ADMINISTRATION 0.50 49.50 X 0 386667 55784 KENT HANSEN GENERAL COUNSEL 0.50 49.50 X 0 570733 59295 CHRISTIAN W JOHNSTON ASST GENERAL COUNSEL 0.50 49.50 X 0 302342 53004 SONDRA LENO VP FINANCE 0.50 49.50 X 0 295665 53636 LIZETTE NORTON VP HRM ADMINISTRATION 1.00 39.00 X 0 232454 44355 DONGRAK CHOI PHYSICIST PHD LEAD 40.00 X 288108 0 43326 KOFI DONKOR SUPERVISOR-PHARMACY INPATIENT 40.00 X 370314 0 41005 ABIEL GHEBREMEDHIN PHYSICIST PHD LEAD 40.00 X 282386 0 43272 BALDEV PATYAL CHIEF PHYSICIST 40.00 X 323958 0 43106 JENNIFER BROWN CRNA 40.00 X 335372 0 44057 JAMES PAPPAS VP-QUALITY & PATIENT SAFETY (UNTIL 2/2 25.00 25.00 X 0 300000 40100 4487259 13126766 2290600 1184 1 1 0 LOMA LINDA UNIVERSITY SHARED SERVICES PO BOX 926 LOMA LINDA CA 92354 SUPPORT SERVICES 131906358 MCCARTHY BUILDING COMPANIES INC 20401 SE BIRCH STREET SUITE 300 NEWPORT BEACH CA 92660 CONSTRUCTION 130229846 LOMA LINDA UNIV ADV HEALTH RISK MANAGEME 101 E REDLANDS BLVD SAN BERNARDINO CA 92408 INSURANCE 69232920 FACULTY PHYSICIANS AND SURGEONS 11175 CAMPUS ST 1120 LOMA LINDA CA 92350 MEDICAL SERVICES 51285176 LOMA LINDA INLAND EMPIRE CONSORTIUM PO BOX 926 LOMA LINDA CA 92354 PHYSICIAN SERVICES 44815239 274 X 275 56500 61302 7175676 7293753 PATIENT CARE 446110 995875566 995875566 HOSPITAL QUALITY ASSURANCE PROGRA 446110 212104974 212104974 NET ASSETS RELEASED FROM RESTRICT 446110 1391209 1391209 84063162 84063162 1293434911 5609209 5609209 3400074 3400074 28000 56500 60 27940 27940 18532208 16101564 2430644 2166254 264390 1312196531 1304610448 264390 27940 461164 461164 991227 991227 5764347 5764347 326040604 300464692 25575912 12070037 7979606 4090431 97952278 85105516 12846762 29661444 25928096 3733348 129692 128768 924 3255580 2417455 838125 941004 704533 236471 166067 124550 41517 60093656 56278308 3815348 14657 10284 4373 28806938 24260739 4546199 14176942 236775 13940167 24176669 15336392 8840277 1123825 886143 237682 465144 255319 209765 60 35527189 209687 35317502 61306297 40268434 21037863 5958573 4390 5954183 MEDICAL SUPPLIES 214096708 219284884 -5188176 PURCHASED SERVICES 159662066 121117568 34889467 3655031 PROVIDER FEE EXPENSE 92465035 69348776 23116259 REPAIRS & MAINTENANCE 21824777 20232355 1592422 7598525 -265647 7864172 1204730445 991770014 209305340 3655091 59664033 62688257 293543279 308138115 62834806 45783396 518134448 1466205795 26222277 28380627 11221734 13650875 2204540131 999790133 1031119392 1204749998 656689182 529299185 2659429151 3658896248 311739430 1237923173 442968 3433343 1374602860 1373597352 79428279 73436743 31035503 32938119 1797249040 2721328730 X 729866176 796808231 132313935 140759287 862180111 937567518 2659429151 3658896248 X 107466086 2710703 -34789382 X X 0 1 X 1 0 X X 0 0 0 0 0 0 1 166067 0 0 166067 0 PART II-B, LINE 1: THE CRITICAL NEED FOR HEALTH CARE REFORM IS APPARENT TO ALL AMERICANS. LOMA LINDA UNIVERSITY MEDICAL CENTER BELIEVES THAT HEALTH CARE PROVIDERS MUST PARTICIPATE IN FORMING HEALTH CARE POLICY BY ASSISTING OUR REPRESENTATIVES AND THEIR STAFF MEMBERS TO BETTER UNDERSTAND THE COMPLEXITIES AND RAMIFICATIONS OF KEY HEALTH CARE POLICY ISSUES. TO CARRY OUT LLUMC'S ROLE IN DEVELOPING BENEFICIAL HEALTH CARE POLICIES, LLUMC WORKS TO ESTABLISH RELATIONSHIPS WITH REPRESENTATIVES AND INDUSTRY ASSOCIATIONS WHICH CAN BE UTILIZED TO COMMUNICATE LLUMC'S POSITIONS ON MAJOR HEALTH CARE ISSUES. NATIONAL AND LOCAL REPRESENTATIVES ARE CONTACTED BY LLUMC AT KEY TIMES DURING THE LEGISLATIVE AND REGULATORY PROCESS TO COMMUNICATE HOW PROPOSED LAWS MIGHT HELP OR IMPEDE LLUMC'S ABILITY TO PROVIDE COST-EFFECTIVE, QUALITY CARE TO PATIENTS. LLUMC PARTICIPATES WITH VARIOUS HEALTH CARE INDUSTRY ASSOCIATIONS IN ADVOCATING HEALTH CARE PUBLIC POLICY INTERESTS. NO TIME IS SPENT INTERVENING IN ANY POLITICAL CAMPAIGN. THE LOBBYING EFFORTS OF LLUMC ARE PRIMARILY THAT OF AN EDUCATOR TO GOVERNMENT AND INDUSTRY REPRESENTATIVES ON THE PROVISION OF QUALITY CARE AND THE RELATED COST OF SUCH CARE. LLUMC IS INVOLVED IN THIS EDUCATION PROCESS DUE TO ITS PROMINENCE IN THE HEALTH CARE FIELD INCLUDING PATIENT CARE, TEACHING, AND MEDICAL RESEARCH. 29637917 29637917 468017602 149343802 318673800 420296683 205671548 214625135 803029842 644768847 158260995 483558087 5936 483552151 1204749998 ASSETS WHOSE USE IS LIMITED, NET OF CURRENT PORTION 405319542 OTHER LONG-TERM ASSETS 123979643 529299185 OTHER LONG-TERM LIABILITIES 32938119 32938119 X PART X, LINE 2: THE EXPLAINATION BELOW IS TAKEN FROM THE "COMBINED FINANCIAL STATEMENTS AND SUPPLEMENTARY INFORMATION" FOR LOMA LINDA UNIVERSITY MEDICAL CENTER AND AFFILIATES YEARS ENDED JUNE 30, 2018 AND JUNE 30, 2017. THE PRINCIPAL OPERATIONS OF LLUMC ARE EXEMPT FROM TAXATION PURSUANT TO IRC SECTION 501(C)(3) AND THE RELATED STATE PROVISIONS. ACCOUNTING STANDARDS CODIFICATION TOPIC (ASC) 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 AT JUNE 30, 2018 OR JUNE 30, 2017. LLUMC CURRENTLY FILES FORM 990 (INFORMATIONAL RETURN OF ORGANIZATIONS EXEMPT FROM INCOME TAXES) AND FORM 990-T (BUSINESS INCOME TAX RETURN FOR AN EXEMPT ORGANIZATION) IN THE U.S. FEDERAL JURISDICTION AND THE STATE OF CALIFORNIA FOR EACH TAX-EXEMPT ORGANIZATION AS APPROPRIATE. LLUMC IS NOT SUBJECT TO INCOME TAX EXAMINATIONS PRIOR TO 2013 IN MAJOR JURISDICTIONS. THE TAX CUTS AND JOBS ACT (THE ACT) WAS ENACTED ON DECEMBER 22, 2017. THE PROVISIONS OF THE ACT DO NOT HAVE A MATERIAL TAX EFFECT ON LLUMC'S COMBINED FINANCIAL STATEMENTS. CERTAIN REGULATORY GUIDANCE PROVIDES FOR A MEASUREMENT PERIOD OF UP TO ONE YEAR, DURING WHICH ACCOUNTING FOR THE TAX EFFECTS OF THE ACT MAY BE COMPLETED. LLUCH WILL CONTINUE TO EVALUATE THE IMPACT OF THE ACT AND MAY RECORD ADJUSTMENTS AS ADDITIONAL INFORMATION AND GUIDANCE IS RELEASED BY THE INTERNAL REVENUE SERVICE ON PROVISIONS OF THE ACT THAT IMPACTS TAX-EXEMPT ORGANIZATIONS. PROTON TREATMENT CENTER GOLF TOURNA 84500 56500 28000 60 84500 56500 28000 60 60 27940 1 1 X 1 X 1 X 1 1 0 1 1 5265613 5265613 0.00440 403919692 363633501 40286191 0.03340 1602377 2691344 0 0.00000 410787682 366324845 45551804 0.03780 30 33696 1563504 1563504 0.00130 79106596 68448520 10658076 0.00880 6560595 4760037 1800558 0.00150 1143723 1143723 0.00090 16 2200 135356 135356 0.00010 46 35896 88509774 73208557 15301217 0.01260 46 35896 499297456 439533402 60853021 0.05040 20 10577 178355 178355 0.00010 5 30000 645420 645420 0.00050 25 40577 823775 823775 0.00060 1 49323000 8883070 216790651 294537788 -77747137 X 1 1 1 1 LOMA LINDA UNIVERSITY MEDICAL CENTER 11234 ANDERSON ST LOMA LINDA CA 92354 X X X X X X X LOMA LINDA UNIVERSITY MEDICAL CENTER 1 0 0 1 X X X X X X X X X X 16 1 1 0 1 X WWW.LLUH.ORG X X 1 16 1 SEE SECTION C 0 1 X 200.000000000000 350.000000000000 X X X X X X 1 1 X X X X 1 X LLUH.ORG/PATIENTS-VISITORS/PATIENTS/BILLING-INSURANCE/FINANCIAL-ASSISTANCE X LLUH.ORG/PATIENTS-VISITORS/PATIENTS/BILLING-INSURANCE/FINANCIAL-ASSISTANCE X LLUH.ORG/PATIENTS-VISITORS/PATIENTS/BILLING-INSURANCE/FINANCIAL-ASSISTANCE X X X X X X X 1 X 0 X 1 X 0 0 LOMA LINDA UNIVERSITY MEDICAL CENTER PART V, SECTION B, LINE 5: LOMA LINDA UNIVERSITY MEDICAL CENTER PERFORMED A COMMUNITY HEALTH NEEDS ASSESMENT AND OBTAINED QUALITATIVE DATA IN ORDER TO VALIDATE AND ENSURE A BROAD REPRESENTATION OF THE COMMUNITY. THE DATA WAS GATHERED THROUGH MULTIPLE SOURCES SUCH AS EMPLOYEES WITHIN BOTH LOMA LINDA UNIVERSITY AND LOMA LINDA UNIVERSITY MEDICAL CENTER TO ASSESS COLLABORATION WITHIN THEIR SYSTEM; PHYSICIAN SURVEY TO IDENTIFY AREAS OF THE HEALTH SYSTEM THAT CAN SUPPORT THE HEALTH OF THEIR PATIENTS IN THEIR COMMUNITY INITIATIVES; SURVEY OF COMMUNITY AGENCIES SERVING OUR PRIMARY SERVICE AREA TO ASSESS THEIR NEEDS AND IDENTIFY AREAS WHERE LOMA LINDA UNIVERSITY HEALTH CAN BE A STRATEGIC PARTNER; KEY INFORMANT INTERVIEWS WITH COMMUNITY LEADERS TO ENGAGE THEM IN THE DEVELOPMENT OF OUR INTERVENTIONS AND SOLICIT THEIR INPUT TO IMPROVE THE HEALTH OF THE REGION; FOCUS GROUPS WITH PATIENTS ON HOW LLUMC CAN BETTER SERVE THE HEALTH NEEDS OF THE COMMUNITY.FOR PURPOSES OF THIS ASSESSMENT IT SHOULD BE NOTED THAT THE KEY INFORMANT INTERVIEWS, FOCUS GROUPS, AND SURVEY RESULTS ARE BASED ON A STRATIFIED RANDOM SAMPLE OF RESIDENTS THROUGHOUT THE INLAND EMPIRE OR A RANDOM SAMPLE OF EMPLOYEES IN EACH FACILITY. THE PERSPECTIVES CAPTURED IN THIS DATA SIMPLY REPRESENT THE COMMUNITY MEMBERS WHO ATTEND A FOCUS GROUP WITH AN INTEREST IN HEALTH CARE. SIMILARLY, THE PERSPECTIVES OF THE COMMUNITY PARTNERS CAPTURE IMPRESSIONS OF THOSE WHO WERE INVITED TO COMPLETE THE SURVEY ONLINE. THE KEY INFORMANTS WERE NOT CHOSEN BASED ON RANDOM SAMPLING TECHNIQUES, BUT INSTEAD INVITED BECAUSE THEIR COMMENTS REPRESENTED THE UNDERSERVED, LOW INCOME, MINORITY, AND CHRONOLOGICALLY ILL POPULATIONS. FINALLY, THIS ASSESSMENT RELIES ON SEVERAL NATIONAL AND STATE ENITITIES WITH PUBLICLY AVAILABLE DATA. ALL LIMITATIONS INHERENT IN THESE SOURCES REMAIN PRESENT FOR THIS ASSESSMENT. LOMA LINDA UNIVERSITY MEDICAL CENTER PART V, SECTION B, LINE 6A: THE COMMUNITY HEALTH NEEDS ASSESSMENT WAS ISSUED BY LOMA LINDA UNIVERSITY HEALTH WHICH INCLUDES THE FOLLOWING FACILITIES:1) LOMA LINDA UNIVERSITY MEDICAL CENTER2) LOMA LINDA UNIVERSITY CHILDREN'S HOSPITAL3) LOMA LINDA UNIVERSITY BEHAVIORAL MEDICINE CENTER4) LOMA LINDA UNIVERSITY MEDICAL CENTER-MURRIETATHE REPORT IS PUBLICALLY AVAILABLE ON THE MEDICAL CENTER'S WEBSITE: HTTPS://LLUH.ORG/ABOUT-US/COMMUNITY-BENEFIT/REPORTS-AND-RESOURCES. PAPER COPY OF ANNUAL COMMUNITY BENEFIT REPORT, COMMUNITY HEALTH NEEDS ASSESSMENT AND COMMUNITY HEALTH IMPLEMENTATION PLAN 2017-2019 ARE AVAILABLE BOTH ONLINE AND UPON REQUEST. LOMA LINDA UNIVERSITY MEDICAL CENTER PART V, SECTION B, LINE 7D: DISTRIBUTED AT COMMUNITY MEETINGS AND USED AS A REFERENCE FOR THE DEPARTMENT OF PUBLIC HEALTH'S COMMUNITY HEALTH NEEDS ASSESSMENT. LOMA LINDA UNIVERSITY MEDICAL CENTER PART V, SECTION B, LINE 11: OUR OFFICE FOR COMMUNITY BENEFIT IS CURRENTLY WORKING ON UPDATING THE COMMUNITY HEALTH NEEDS ASSESSMENT (CHNA 2019) FOR OUR SERVICE AREA AND BROADER COMMUNITY. THE CHNA FINDINGS AND OUR INSTITUTIONS IMPLEMENTATION STRATEGY (2020-2022) WILL BE AVAILABLE IN THE 990 SCHEDULE H FILINGS FOR FISCAL YEAR 2019.THE PREVIOUS CHNA WAS CONDUCTED IN 2016. DETAILED PLANS FOR EACH LICENSED HOSPITAL WERE CREATED TO MEET THE IDENTIFIED COMMUNITY NEEDS, AND ADDRESS COMMUNITY PLANS TO ADDRESS NEEDS THE HOSPITALS ARE UNABLE TO PROVIDE. WORKING AS A COHESIVE GROUP TO GATHER AND ANALYZE DATA FOR VARIOUS SERVICE AREAS WAS VITAL. A THREE-TIERED DATA COLLECTION METHOD WAS USED AND INCLUDED THE COLLECTION AND ANALYSIS OF HEALTH INDICATORS, FOCUS GROUP SESSIONS AND A QUALITY OF LIFE SURVEY (QOL). PRIMARY AND SECONDARY HEALTH INDICATOR DATA WAS ASSESSED, BRINGING AREAS OF NEED TO THE FOREFRONT. FOCUS GROUPS WERE HELD IN EIGHT DIFFERENT LOCATIONS, BRINGING TOGETHER SEVERAL COMMUNITY LEADERS, HOSPITALS EXECUTIVES, BOARD REPRESENTATIVES, AND MEMBERS OF THE COMMUNITY. ALLOWING COMMUNITY MEMBERS TO COME TOGETHER TO DISCUSS POINTS OF CONCERN, RESOURCES, POSITIVE CHANGES THAT HAVE BEEN MADE AND AREAS OF IMPROVEMENT WAS EXTREMELY EFFECTIVE. ADDITIONALLY, UNDERSTANDING THE CONCERNS OF THE INDIVIDUALS WHO LIVE AND WORK IN THE INLAND EMPIRE ALLOWED FOR DISCUSSION AND POSITIVE BRAIN STORMING. MASS DISTRIBUTION OF A QOL SURVEY WAS DISSEMINATED ACROSS THE INLAND EMPIRE.IN ADDITION TO IDENTIFYING RESPONDENT'S VIEWS ON VARIOUS COMMUNITY ISSUES AND HEALTH BEHAVIORS, THE SURVEY SERVES AS AN INSTRUMENT TO PRIORITIZE NEXT STEPS. HEALTH INDICATORS (HOSPITALIZATIONS, SOCIAL DETERMINANTS OF HEALTH, DISCHARGES, MATERNAL AND CHILD HEALTH, MORTALITY AND MORBIDITY) WERE GATHERED FROM MULTIPLE PRIMARY AND SECONDARY PUBLIC DATA SOURCES. DATA WAS ABSTRACTED AND TRANSFERRED INTO AN EXCEL SPREADSHEET AND CLEANED. ALGORITHMS AND FORMULAS WERE CREATED IN SPREADSHEETS TO CHECK DATA FOR ACCURACY. ONCE DATA WAS CLEANED, IT WAS TRANSFERRED TO A STATA DATABASE USING STAT TRANSFER 10 AND WAS THEN ANALYZED. DATA ELEMENTS WERE STRATIFIED BY GENDER, AGE GROUPS, RACE/ETHNICITY AND LOCATION. PERCENTAGES AND RATES WERE CALCULATED AND ANALYZED FOR STATISTICAL SIGNIFICANCE. CONFIDENCE INTERVALS WERE USED TO SHOW THE DIFFERENCES IN THE OUTCOMES FOR SPECIFIC INDICATORS DISPLAYED IN BAR GRAPHS AND IN TABLES. THE QOL SURVEY WAS DESIGNED TO GAIN ANONYMOUS FEEDBACK FROM THOSE WHO LIVE AND WORK IN THE INLAND EMPIRE. THE SURVEY WAS DESIGNED TO BE ADMINISTERED ELECTRONICALLY THROUGH SURVEY MONKEY AND ALSO TO BE COMPLETED AS A PAPER DOCUMENT. THE QOL SURVEY WAS DISTRIBUTED IN VARIOUS FORMS INCLUDING, EMAIL LISTS, PAPER COPIES, MANY OF WHICH WERE PASSED OUT AT FOCUS GROUPS, LINKS ON SOCIAL MEDIA PAGES AND ALSO GIVEN AT HEALTH CARE FACILITIES. SPANISH VERSIONS WERE AVAILABLE FOR THOSE WHOSE FIRST LANGUAGE WAS NOT ENGLISH.THE REGIONAL CHNA WAS APPROVED AND FINALIZED ON APRIL 5, 2016 FOR ALL LICENSED HOSPITALS AND THE OTHER HASC MEMBER HOSPITALS. THE CHNA REPORT IS A CRITICAL TOOL FOR LLUH HOSPITALS TO DEVELOP COMMUNITY BASED HEALTH PLANS AND INITIATIVE IN ADDITION TO THE REGULATORY REQUIREMENTS (CALIFORNIA'S COMMUNITY BENEFIT LEGISLATION - SB 697) AND THE AFFORDABLE CARE ACT - H.R. 3590). THE CHNA REPORT INCLUDED TOP DIAGNOSIS-RELATED GROUP (DRG) DISCHARGES FOR LLUH SERVICE AREAS (TOP 6 FOR LLUH: PSYCHOSES, SEPTICEMIA, JOINT REPLACEMENT, HEART FAILURE & SHOCK, DIGESTIVE DISORDER AND PNEUMONIA & PLEURISY). OUR INITIATIVES AND PROGRAMS WILL CONTINUE TO PROVIDE COMMUNITY MEMBERS WITH EDUCATION AND SUPPORT FOR POST DISCHARGE CARE. THE CHNA CONTINUES TO SUPPORT AND FULFILL LLUH'S MISSION: TO FURTHER THE TEACHING AND HEALING MINISTRY OF JESUS CHRIST. A WRITTEN PUBLIC RECORD OF THE CHNA PROCESS ALONG WITH THE LLUH COMMUNITY HEALTH IMPLEMENTATION PLAN (CHIP) AND ITS OUTCOMES WAS CREATED AND MADE AVAILABLE TO KEY STAKEHOLDERS IN THE COMMUNITY AND TO THE GENERAL PUBLIC. CHNA INFORMATION WILL BE DISSEMINATED TO PARTNERS AT MEETINGS, CONFERENCES, AND OTHER FUNCTIONS. IN ADDITION, THE REPORT IS PUBLICLY AVAILABLE ONLINE THROUGH FOR INTERNAL AND EXTERNAL PURPOSES. LLUH IS ACTIVELY INVOLVED IN THE DEVELOPMENT OF COUNTYWIDE INITIATIVES. LLUH WAS HIGHLIGHTED THE COUNTY HEALTH RANKINGS FOR THEIR COLLABORATIVE WORK IN THE SAN BERNARDINO COUNTY. LLUH CONTINUES TO IDENTIFY THE AREAS OF GREATEST NEEDS AND STRATEGICALLY INTEGRATES HEALTH AND WELLNESS PROGRAMS TO ADDRESS THE COMMUNITY NEEDS. LLUH IS ROOTED IN PROMOTING WHOLENESS AND OUR COMMUNITY BENEFIT INVESTMENTS ARE DESIGNED TO SUPPORT THE COMMUNITY NEEDS. THE INITIATIVE AND PROGRAMS INCLUDES AN UNDERSTANDING OF THE COMMUNITY HEALTH STATUS AND THE BUILT-IN ENVIRONMENT FOR OUR HEALTH SYSTEM'S READINESS TO MEET THE NEEDS OF OUR COMMUNITY. LOMA LINDA UNIVERSITY MEDICAL CENTER PART V, SECTION B, LINE 13H: NUMBER OF FAMILY MEMBERS. LOMA LINDA UNIVERSITY MEDICAL CENTER PART V, SECTION B, LINE 16J: POLICY POSTED ON THE STATE OF CALIFORNIA OFFICE OF STATEWIDE HEALTH PLANNING AND DEVELOPMENT (OSHPD) WEBSITE. SCHEDULE H SECTION C LLUMC DISCLOSURESPURSUANT TO TREASURY REGULATION SECTION 1.501(R)-3(B)(5)(I)(C), LLUMC MUST TAKE INTO ACCOUNT PUBLIC COMMENTS RECEIVED ON FACILITY'S CHNA AND IMPLEMENTATION STRATEGY (IS). IN 2016, LLUMC RECEIVED FEEDBACK FROM THE COMMUNITY SERVED VIA FOCUS GROUPS THAT WERE INCLUDED IN THE 2016 CHNA REPORT. THE COMMUNITY BENEFIT ADVISORY COUNCIL (CBAC) WAS CREATED IN 2012; MEMBERS INCLUDE LLUH LEADERSHIP, COUNTY LEADERSHIP, COMMUNITY-BASED ORGANIZATION LEADERS AND POPULATION HEALTH PHYSICIANS. STARTING JULY 1, 2017, THE INSTITUTION CREATED COMMUNITY BENEFIT STEERING COMMITTEE (CBSC) IN ADDITION TO THE CBAC, TO RECEIVE ONGOING FEEDBACK AND SHARE THE COMMUNITY BENEFIT ACTIVITIES. THE CBSC HAS GROUP OF COMMUNITY LEADERS, COMMUNITY REPRESENTATIVES, HEALTH CARE PROFESSIONALS AND PUBLIC HEALTH PROFESSIONALS FROM OUR COMMUNITY. THE MEMBERS WILL CONTRIBUTE TO LOMA LINDA UNIVERSITY HEALTH'S EFFORTS TO BETTER UNDERSTAND THE NEEDS OF OUR COMMUNITY; AND EVALUATE OUR COMMUNITY BENEFIT INITIATIVES ON AN ONGOING BASIS. THE COMMITTEE ALSO HAS AN INTEGRAL ROLE IN CHNA AND ADVISES THE ORGANIZATION ON THE IS. LLUMC'S COMMUNITY BENEFITS TEAM HAS DEVELOPED A PROCESS AND DOCUMENTATION TO ENSURE STRONGER COMMUNITY INVOLVEMENT IN ITS CHNA AND IS.PURSUANT TO TREASURY REGULATION SECTION 1.501(R)-3(C), LLUMC MUST ADOPT AN IMPLEMENTATION STRATEGY TO DESCRIBE HOW THE HOSPITAL FACILITY WILL AND WILL NOT ADDRESS THE SIGNIFICANT HEALTH NEEDS AS IDENTIFIED IN THE CHNA. THE COMMUNITY HEALTH PLAN REPORT 2017-2019 (ALSO KNOWN AS THE IMPLEMENTATION STRATEGY) DETAILED THE SIGNIFICANT HEALTH NEEDS IT WOULD ADDRESS. TO ENSURE ALL REGULATORY REQUIREMENTS ARE MET, THE COMMUNITY BENEFIT 2016 REPORT, COMMUNITY HEALTH NEEDS ASSESSMENT 2016 REPORT AND COMMUNITY HEALTH PLAN 2017-2019 REPORT, WERE AUDITED BY EXTERNAL AGENCY AND LEGAL ADVISORS. ALL GENERAL GUIDELINES AND REQUIREMENTS WERE MET FOR THE INSTITUTION. HOWEVER, THE REPORT DID NOT CLEARLY INCLUDE THE ANTICIPATED IMPACT OF THE ACTIONS, THE RESOURCES TO BE COMMITTED TO ADDRESSING THE NEEDS, AND ALL THE COLLABORATION EFFORTS IT INTENDS TO TAKE WITH OTHER ORGANIZATIONS. LLUMC ALSO DID NOT CLEARLY LIST AND RATIONALIZE THE SIGNIFICANT HEALTH NEEDS THEY WOULD NOT BE ADDRESSING. IN MARCH 2018, LLUMC PUBLISHED A REVISED COMMUNITY HEALTH IMPLEMENTATION STRATEGY 2017-2019 THAT WAS ADOPTED BY THE ORGANIZATION. LLUMC'S COMMUNITY BENEFIT REPORTING TEAM HAS UPDATED ITS INTERNAL PROCESSES TO ENSURE FUTURE REPORTS MEET THE REQUIREMENTS.HOWEVER, PURSUANT TO IRS REVENUE PROCEDURE 2015-21, LLUMC AND ALL AFFILIATED HOSPITALS UNDER THE LOMA LINDA UNIVERSITY HEALTH UMBRELLA ARE FOLLOWING CERTAIN PROCEDURES TO CORRECT AND IMPROVE UPON ITS CURRENT COMPLIANCE WITH 501 (R) REGULATIONS BY REVIEWING ON A CONCURRENT BASIS ALL POLICIES AND PROCEDURES AS IT PERTAINS TO OUR CHNA, FINANCIAL ASSISTANCE POLICY AND BILLING & COLLECTION POLICY. WE HAVE IDENTIFIED AREAS WHERE CORRECTIVE ACTION IS BEING TAKEN TO BRING ABOUT GREATER TRANSPARENCY WITH THE COMMUNITY WE SERVE. WE BELIEVE OUR COMMUNITY MUST HAVE THE MOST CURRENT INFORMATION AVAILABLE TO MAKE BETTER INFORMED DECISIONS ABOUT THE AVAILABLE OF HEALTHCARE RESOURCES AVAILABLE IN MEETING THEIR RESPECTIVE HEALTHCARE NEEDS. THIS IN TURN GIVES GREATER COMMUNITY AWARENESS OF OUR MISSION, "TO CONTINUE THE HEALING AND TEACHING MINISTRY OF JESUS CHRIST". UNDER OUR FINANCIAL ASSISTANCE POLICY, WE HAVE ESTABLISHED AN ANNUAL DEADLINE FOR UPDATING OUR EXISTING POLICIES AND OUR POLICY UPDATES ARE ADOPTED ACROSS ALL HOSPITALS AT THE SAME TIME. WE ARE FURTHER REVISING OUR FINANCIAL APPLICATION FORM AND PROCESS TO; 1) INCLUDE THE MOST CURRENT CONTACT INFORMATION, CHANGES IN TELEPHONE NUMBERS, IF ANY, 2) PHYSICAL LOCATION OF THE FACILITY OFFICE OR DEPARTMENT, OR AGENCY THAT CAN PROVIDE ASSISTANCE WITH THE FAP APPLICATION PROCESS AND 3) PROVIDING A GENERAL DESCRIPTION AND STEPS ON HOW AN INDIVIDUAL APPLIES FOR FINANCIAL ASSISTANCE AND THE PROCESS AN INDIVIDUAL GOES THROUGH WHEN APPLYING FOR ASSISTANCE UNDER THE FAP, 4) COLLECTIVELY LOOK AT ALTERNATIVE CHANNELS OF DISSEMINATING AND MARKETING OUR FAP AMONG OUR COMMUNITY IN A MORE DEFINED PROCESS THAN TRADITIONAL MEANS OF COMMUNICATION. OUR MOST RECENT FAP AS WELL AS A SAMPLE APPLICATION CAN BE FOUND AT WEBSITE LISTED ON PART V. LINE 16A.UNDER OUR BILLING AND COLLECTIONS POLICY, WE HAVE ALSO ESTABLISHED AN ANNUAL DEADLINE FOR UPDATING OUR EXISTING POLICIES AND OUR POLICY UPDATES ARE ADOPTED ACROSS ALL HOSPITALS AT THE SAME TIME. WE ARE FURTHER REVISING OUR BILLING AND COLLECTIONS POLICY TO; 1) IMPROVE RESPONSIVE EFFICIENCY WITH ELIGIBILITY / INELIGIBILITY AND INCOMPLETE APPLICATIONS, 2) COORDINATING BILLING ACTIONS BEYOND THE APPLICATION PERIOD, AND 3) EXPEDITING THE APPLICATION PROCESS. PART III, LINE 2: PATIENT SERVICE REVENUE IS REDUCED BY THE PROVISION FOR BAD DEBTS AND ACCOUNTS RECEIVABLE ARE REDUCED BY AN ALLOWANCE FOR DOUBTFUL ACCOUNTS. THESE AMOUNTS ARE BASED ON MANAGEMENT'S ASSESSMENT OF HISTORICAL AND EXPECTED COLLECTIONS FOR EACH MAJOR PAYOR SOURCE, CONSIDERING BUSINESS AND ECONOMIC CONDITIONS, TRENDS IN HEALTH CARE COVERAGE AND OTHER COLLECTION INDICATORS. SEE FOOTNOTE TO 2018 LLUMC'S FINANCIAL STATEMENTS, PAGE 12 & 13, NOTES TO COMBINED FINANCIAL STATEMENTS. PART III, LINE 3: ESTIMATED AMOUNT OF BAD DEBT EXPENSE REPORTED FOR PATIENTS ELIGIBLE UNDER LLUMC'S FINANCIAL ASSISTANCE POLICY IS DERIVED BY DEVELOPING A COST-TO-CHARGE RATIO OF 18.01% (ADJUSTED PATIENT CARE COSTS/GROSS PATIENT CHARGES) AND MULTIPLYING AGAINST BAD DEBT EXPENSE. LLUMC'S ESTIMATED COSTS OF CARE FOR ELIGIBLE PATIENTS REPRESENT THE AMOUNT OF BAD DEBT EXPENSE RELATED TO COMMUNITY BENEFIT. THE RATIONALE FOR THIS METHODOLOGY IS THAT ELIGIBLE PATIENTS WILL QUALIFY FOR DEEPLY DISCOUNTED OR FULLY DISCOUNTED PAYMENT FINANCIAL ASSISTANCE THAT WOULD RESULT IN ADJUSTED CHARGES THAT ARE COMPARABLE WITH ACTUAL COST. PART III, LINE 4: FOOTNOTE TO 2018 LLUMC'S FINANCIAL STATEMENTS THAT DESCRIBES BAD DEBT EXPENSE IS FOUND ON PAGES 12 & 13, NOTES TO COMBINED FINANCIAL STATEMENTS. PART III, LINE 8: WE DO NOT HAVE ANY MEDICARE SHORTFALL THAT SHOULD BE TREATED AS COMMUNITY BENEFIT. THE AMOUNT REPORTED ON PART III LINE 6 IS DERIVED FROM AMOUNTS REPORTED IN THE 2018 MEDICARE COST REPORT. PART III, LINE 9B: AS A FAITH BASED ORGANIZATION, LLUMC STRIVES TO MEET THE HEALTH CARE NEEDS OF PATIENTS IN ITS GEOGRAPHIC SERVICE AREA. THE FIRST AND FOREMOST RESPONSIBILITY OF LLUMC IS TO SEE THAT ITS PATIENTS RECEIVE COMPASSIONATE, TIMELY, AND APPROPRIATE MEDICAL CARE WITH CONSIDERATION FOR PATIENT PRIVACY, DIGNITY, AND INFORMED CONSENT.ELIGIBILITY UNDER THE LLUMC FINANCIAL ASSISTANCE POLICY IS PROVIDED FOR ANY PATIENT WHOSE FAMILY INCOME IS LESS THAN 350% OF THE CURRENT FEDERAL POVERTY LEVEL, IF NOT COVERED BY THIRD PARTY INSURANCE OR, IF COVERED BY THIRD PARTY INSURANCE WHICH DOES NOT RESULT IN FULL PAYMENT OF THE ACCOUNT PART VI, LINE 3: LLUMC SHALL POST NOTICES INFORMING THE PUBLIC OF THE CHARITY CARE/DISCOUNT PAYMENT POLICY. SUCH NOTICES SHALL BE POSTED IN HIGH VOLUME INPATIENT, AND OUTPATIENT SERVICE AREAS OF LLUMC, INCLUDING BUT NOT LIMITED TO, THE EMERGENCY DEPARTMENT, BILLING OFFICE, INPATIENT ADMISSION AND OUTPATIENT REGISTRATION AREAS OR OTHER COMMON PATIENT WAITING AREAS OF LLUMC. NOTICES SHALL ALSO BE POSTED AT ANY LOCATION WHERE A PATIENT MAY PAY THEIR BILL. NOTICES WILL INCLUDE CONTACT INFORMATION ON HOW A PATIENT MAY OBTAIN MORE INFORMATION ON FINANCIAL ASSISTANCE AS WELL AS WHERE TO APPLY FOR SUCH ASSISTANCE.1) THESE NOTICES SHALL BE POSTED IN ENGLISH AND SPANISH AND ANY OTHER LANGUAGES THAT ARE REPRESENTATIVE OF 5% OR GREATER OF PATIENTS IN LLUMC'S SERVICE AREA.2) A COPY OF THIS CHARITY CARE/DISCOUNT PAYMENT POLICY WILL BE MADE AVAILABLE TO THE PUBLIC UPON REASONABLE REQUEST. LLUMC WILL RESPOND TO SUCH REQUESTS IN A TIMELY MANNER. PART VI, LINE 4: LLUMC'S PRIMARY MARKET AREA CAN BE DEFINED, BROADLY, AS CALIFORNIA'S INLAND EMPIRE - RIVERSIDE AND SAN BERNARDINO COUNTIES. THE INLAND EMPIRE IS A REGION SITUATED DIRECTLY EAST OF THE LOS ANGELES METROPOLITAN AREA. ITS PRIMARY SERVICE AREA, WHERE PLANNING EFFORTS ARE CONCENTRATED SPAN FROM LAKE ARROWHEAD IN THE NORTH, YUCAIPA IN THE EAST, PERRIS IN THE SOUTH AND ONTARIO IN THE WEST, SERVES A LITTLE OVER 4 MILLION PEOPLE. MORE THAN 90% OF THE LLUMC'S PATIENTS COME FROM THESE TWO COUNTIES. THE SOUTHERN CALIFORNIA ASSOCIATION OF GOVERNMENTS FORECASTS THAT THE INLAND EMPIRE, WHICH IS COMPRISED OF RIVERSIDE AND SAN BERNARDINO COUNTIES, WILL GROW BY 1.7 MILLION BETWEEN 2000 AND 2020. PART VI, LINE 5: IN 2016/2017 LLUH UPDATED THEIR COMMUNITY HEALTH IMPLEMENTATION STRATEGY FOR 2017 - 2019. FULL DRAFT OF THE REPORT IS AVAILABLE ON THE MEDICAL CENTER'S WEBSITE (HTTPS://LLUH.ORG/ABOUT-US/COMMUNITY-BENEFIT). LLUH COMMUNITY BENEFIT PROGRAM WILL SPECIFICALLY INCLUDE EVALUATION-BASED COMMUNITY PROGRAMS AND INITIATIVES TO ADDRESS THE PRIMARY CONCERNS OF THE COMMUNITY. THE RECENT UPDATE TO THE CHIS 2017-2019, INCLUDES THE PLAN REGARDING ALLOCATING SPECIFIC RESOURCES TO THE INSTITUTION'S COMMUNITY BENEFIT PROGRAM. FROM A SOCIAL DETERMINATES OF HEALTH, LLUH INVESTING PRIMARILY IN PROGRAMS THAT ARE FOCUSED TOWARDS SUPPORTING AND ENHANCING EDUCATION AND WORKFORCE DEVELOPMENT FRO THE IN-NEED POPULATION. SCHOLARSHIP (FULL AND PARTIAL) IS CREATED AT SAN MANUEL GATEWAY COLLEGE. THE COLLEGE HAS INTEGRATED TRAINING PROGRAMS IN HEALTH CAREER WITH CLINICAL EXPERIENCE, ALLOWING RECENT GRADUATES OF HIGH SCHOOL AND COMMUNITY MEMBERS TO BENEFIT FROM HAND-ON TRAINING AND MENTORING BY LOMA LINDA UNIVERSITY HEALTH FACULTY AND STAFF. THESE 6-18 MONTH HEALTH CAREER CERTIFICATE PROGRAMS PROVIDE JOB ENTRY SKILLS FOR EMPLOYMENT OPPORTUNITIES AND VALUABLE COLLEGE CREDIT FOR STUDENTS WHO ELECT TO FURTHER THEIR EDUCATION. TRAINING PROGRAMS INCLUDE: MEDICAL ASSITANT, CERTIFIED NURSING ASSISTANT, PHARMACY TECH AND COMMUNITY HEALTH WORKERS/PROMOTERS. THIS IN TURN DIRECTLY HELPS WITH OUR COMMITMENT TO WORKFORCE DEVELOPMENT AND CREATING JOB OPPORTUNITIES AND PLACEMENT FOR COMMUNITY MEMBERS.FROM A CLINICAL AND HEALTH CONDITION, WE WILL BE INVESTING AND SUPPORTING PROGRAMS THROUGH OUR COMMUNITY HEALTH INITIATIVES PILOT AWARDS AND SPONSORSHIP PROGRAM, SPECIFICALLY TO PROGRAMS THAT ARE FOCUSED ON IMPROVING MENTAL HEALTH, MANAGING AND ENHANCING CARE FOR INDIVIDUALS DIAGNOSED WITH DIABETES AND OBESITY. IN ADDITION, LISTED BELOW ARE KEY WHOLE PERSONEL CARE PROGRAMS AND AREA OF INVESTMENTS INSTITUTION-WIDE ON CONTINUING BASIS: - AGING CARE - BEHAVIORAL HEALTH CARE - CANCER CARE - CHILD CARE - CHRONIC DISEASE MANAGEMENT - REHABILITATION CARE - SICKLE CELL ANEMIA CARE - HEALTH CAREER PIPELINE PROJECTS - FAITH AND HEALTH INITIATIVES COMMUNITY BENEFIT ADMINISTRATIVE COUNCIL (CBAC): WE COLLABORATED WITH LLUH LEADERS AND LEADERS OF OTHER ORGANIZATIONS IN THE COMMUNITY TO JOIN OUR COUNCIL IN FURTHER STRENGTHENING AND GUIDING THE COMMUNITY HEALTH DEVELOPMENT EFFORTS. CBAC REPORTS TO THE MISSION-FOCUSED SUBCOMMITEE OF THE LLUMC BOARD OF TRUSTEES AND A LLUH BOARD MEMBER CONTINUES TO SERVE ON OUR CBAC. CBAC'S COUNCIL MEMBERS MEET QUARTERLY TO REVIEW THE STATUS AND PROGRESS OF LLUH, LLUMC, LLUBMC, AND LLUMC-MURRIETA COMMUNITY BENEFIT INTERVENTIONS.IN 2017, LLUH FORMALLY CREATED THE COMMUNITY BENEFIT STEERING COMMITTEE (CBSC). CBSC IS A GROUP OF COMMUNITY LEADERS AND COMMUNITY REPRESENTATIVES, FROM VARIOUS COMMUNITY BASED-ORGANIZATIONS. THE MEMBERS WILL CONTRIBUTE TO LOMA LINDA UNIVERSITY HEALTH'S EFFORTS TO BETTER UNDERSTAND THE NEEDS OF OUR COMMUNITY; AND EVALUATE OUR PROGRAMS, INITIATIVES, AND EFFORTS ON AN ONGOING BASIS. THE COMMITTEE WILL ALSO HAVE AN INTEGRAL ROLE IN COMMUNITY HEALTH NEEDS ASSESSMENT (CHNA) AND ADISE THE ORGANIZATION ON THE COMMUNITY HEALTH IMPLEMENTATION STRATEGY (CHIS).THE COUNCIL MEMBERS AND STEERING COMMITTEE WILL ASSURE ORGANIZATIONAL COMPLIANCE WITH RELEVANT COMMUNITY BENEFIT LEGISLATION.CORE PRINCIPLES:1) EMPHASIS ON COMMINITIES WITH DISPROPORTIONATE UNMET HEALTH NEEDS2) EMPHASIS ON PRIMARY PREVENTION CARE3) BUILD A SEAMLESS CONTINUUM OF CARE4) EMPHASIS ON COMMUNITY CAPACITY BUILDING 5) EMPHASIS ON COLLABORATIVE GOVERNANCE PART VI, LINE 6: WE ARE AFFILIATED WITH LOMA LINDA UNIVERSITY HEALTH SYSTEM WHICH INCLUDES 4 HOSPITALS, A UNIVERSITY, AND A FACULTY MEDICAL GROUP; COLLECTIVELY PLAYING AN ACTIVE ROLE IN PROMOTING THE HEALTH OF THEIR COMMUNITIES. A DETAILED COMMUNITY BENEFIT REPORT OF THE HOSPITAL'S ACTIVITIES WILL BE PROVIDED UPON REQUEST. PART VI, LINE 7, REPORTS FILED WITH STATES CA 1 SAC HEALTH SYSTEM 250 S G ST SAN BERNARNDINO CA 92410 330664371 501(C)(3) 385208 DONATION TOWARDS OPERATIONAL COSTS. RONALD MCDONALD HOUSE 11365 ANDERSON ST LOMA LINDA CA 92354 953167869 501(C)(3) 20000 PLEDGE PAYMENT 2017 CALIFORNIA FIRE CHIEFS EMS FIRE & EDU 1743 MIRO WAY RIALTO CA 92376 320241356 501(C)(3) 15000 CONFERENCE SPONSORSHIP-GOLD ADVENTIST HEALTH INTERNATIONAL 24888 PROSPECT ST LOMA LINDA CA 92354 330940020 501(C)(3) 15000 SPONSORSHIP 2017 RIVERSIDE UNIVERSITY HEALTH SYSTEM PO BOX 9850 MORENO VALLEY CA 92552 330374018 501(C)(3) 10000 SPONSORSHIP 2018 MISCELLANEOUS LESS THAN 5000 & OTHER ADJUSTMENTS 15956 VARIOUS 5 0 PHARMACEUTICALS/MEDICAL EQUIPMENT RENTAL 160531 BOOK PHARMACEUTICALS/MEDICAL EQUIPMENT RENTAL TRANSITIONAL LIVING/BOARD & CARE 667122 BOOK TRANSITIONAL LIVING/BOARD & CARE TRANSPORTATION 158068 BOOK TRANSPORTATION FOOD 2320 BOOK FOOD UTILITIES 3186 BOOK UTILITIES PART I, LINE 2: LLUMC PROVIDES SPONSORSHIPS, DONATIONS, AND OTHER ASSISTANCE TO ORGANIZATIONS AND INDIVIDUALS AS PART OF ITS COMMITMENT TO COMMUNITY OUTREACH. DISBURSEMENTS FOR GRANTS AND OTHER ASSISTANCE ARE REVIEWED AND APPROVED BY MANAGEMENT PRIOR TO DISBURSEMENT. MANAGEMENT RECEIVES PERIODIC REPORTS REGARDING THESE ACTIVITIES AS PART OF THE COMMUNITY BENEFITS REPORT. X X 1 1 0 1 0 0 0 1 0 0 0 RICHARD HART PRESIDENT 0 414000 0 0 0 101854 0 34476 0 22263 0 572593 0 0 KERRY HEINRICH CEO 0 758000 0 175745 0 205876 0 43502 0 25858 0 1208981 0 0 RICHARD CHINNOCK TRUSTEE 0 300000 0 0 0 65914 0 35100 0 5000 0 406014 0 0 DOUGLAS HEGSTAD TRUSTEE 0 275000 0 0 0 40000 0 35100 0 5000 0 355100 0 0 ROBERT MARTIN TRUSTEE 0 550000 0 0 0 89090 0 35100 0 6000 0 680190 0 0 RICARDO PEVERINI TRUSTEE 0 348750 0 0 0 40000 0 35100 0 5000 0 428850 0 0 HERBERT RUCKLE TRUSTEE 0 341875 0 0 0 189450 0 35100 0 6500 0 572925 0 0 ROGER WOODRUFF TRUSTEE 0 270000 0 0 0 0 0 35100 0 5000 0 310100 0 0 KEVIN LANG CFO UNTIL 3/31/2018 0 656000 0 147859 0 285376 0 42815 0 30374 0 1162424 0 0 TREVOR WRIGHT COO 0 466000 0 104014 0 99136 0 36626 0 24448 0 730224 0 0 LYNDON EDWARDS SR VP-ADULT HOSPITAL 0 400000 0 89311 0 75925 0 35135 0 25329 0 625700 0 0 ANGELA LALAS CFO AS OF 5/21/18/PRIOR SVP FINANCE 0 400000 0 78678 0 92256 0 35192 0 24569 0 630695 0 0 DARRYL VANDENBOSCH VP-ADULT HOSPITAL 0 176538 0 0 0 36886 0 18210 0 11197 0 242831 0 0 JONATHAN JEAN-MARIE VP-ADMINISTRATOR-EAST CAMPUS & SURGI 0 254000 0 17040 0 37987 0 29060 0 22606 0 360693 0 0 DAVID WREN VP-AMBULATORY SERVICES 0 261000 0 44569 0 39712 0 31918 0 26419 0 403618 0 0 HANNAMYRNA LEE CORPORATE SECRETARY 0 127914 0 17293 0 25732 0 17315 0 12276 0 200530 0 0 MARK HUBBARD ASST. CORPORATE SECRETARU 0 378000 0 85192 0 141973 0 35794 0 28305 0 669264 0 0 ORLANDO HUGGINS ASSIST. CORPORATE SECRETARY 0 139675 0 16996 0 19170 0 20537 0 12276 0 208654 0 0 WHITNEY SMITH ASSIST. CORPORATE SECRETARY 0 97898 0 5100 0 32745 0 16185 0 12276 0 164204 0 0 ROGER HADLEY CMO 0 390238 0 0 0 104478 0 34228 0 23996 0 552940 0 0 JAN KROETZ CNO 0 252000 0 43525 0 34375 0 31800 0 28180 0 389880 0 0 MARK ZIRKELBACH CIO 0 309760 0 106780 0 36648 0 33444 0 12276 0 498908 0 0 ALAN SODERBLOM VP-FINANCE 0 120115 0 0 0 23824 0 9969 0 5779 0 159687 0 0 SUSAN R MARKOVICH EXEC DIRECTOR-CRITICAL CARE 155132 0 18075 0 24468 0 22465 0 12276 0 232416 0 0 0 ISLA A NATION EXEC DIRECTOR-PERIOP SERVICES 147007 0 18235 0 22287 0 21519 0 12260 0 221308 0 0 0 PAUL K NORRIS EXEC DIRECTOR - PHARMACY 292181 0 28240 0 23950 0 1007 0 1458 0 346836 0 0 0 JUDY MARIE CHATIGNY AVP-ANCILLARY SERVICES 217043 0 28451 0 27194 0 28568 0 12276 0 313532 0 0 0 ANTONY GOBIN EXEC DIRECTOR-PHARMACY 197142 0 22767 0 20216 0 26187 0 12276 0 278588 0 0 0 ERIC N SCHILT AVP-CONSTRUCTION 173473 0 21269 0 40714 0 24272 0 12276 0 272004 0 0 0 ROLAND W RHYNUS JR EXEC DIRECTOR-RADIOLOGY 98413 0 11464 0 113332 0 19245 0 9207 0 251661 0 0 0 OLIVIA A SWAGER EXEC DIRECTOR-MEDICAL LAB 161467 0 21775 0 26863 0 23181 0 12276 0 245562 0 0 0 PABLO A ARIAS AVP-CARE COORDINATION 172232 0 20871 0 16527 0 17720 0 12276 0 239626 0 0 0 KARLA ANN ARYAN EXEC DIRECTOR-PATIENT CARE SVCS 149375 0 19255 0 26048 0 22140 0 12276 0 229094 0 0 0 CONNIE CUNNINGHAM EXEC DIRECTOR-EMERGENCY SVCS 149591 0 19767 0 22310 0 217899 0 12276 0 421843 0 0 0 NORIE R BENCITO ACA AC EXEC DIRECTOR-PATIENT CARE ADMIN 156055 0 21031 0 17845 0 21785 0 11906 0 228622 0 0 0 MARIFOSQUE AILEEN F AVP-FINANCE 153193 0 16262 0 15601 0 16444 0 12276 0 213776 0 0 0 RACHELLE BUSSELL SVP ADVANCEMENT 0 328000 0 72740 0 70750 0 33749 0 23431 0 528670 0 0 MELVIN ARTHUR EISELE VP ADMINISTRATION 0 291000 0 50651 0 45016 0 32496 0 23288 0 442451 0 0 KENT HANSEN GENERAL COUNSEL 0 431000 0 38553 0 101180 0 35237 0 24058 0 630028 0 0 CHRISTIAN W JOHNSTON ASST GENERAL COUNSEL 0 236000 0 26394 0 39948 0 31298 0 21706 0 355346 0 0 SONDRA LENO VP FINANCE 0 227000 0 30643 0 38022 0 30894 0 22742 0 349301 0 0 LIZETTE NORTON VP HRM ADMINISTRATION 0 181731 0 21647 0 29076 0 27624 0 16731 0 276809 0 0 DONGRAK CHOI PHYSICIST PHD LEAD 253787 0 6095 0 28226 0 31050 0 12276 0 331434 0 0 0 KOFI DONKOR SUPERVISOR-PHARMACY INPATIENT 343962 0 2564 0 23788 0 28729 0 12276 0 411319 0 0 0 ABIEL GHEBREMEDHIN PHYSICIST PHD LEAD 241857 0 400 0 40129 0 30996 0 12276 0 325658 0 0 0 BALDEV PATYAL CHIEF PHYSICIST 279903 0 13532 0 30523 0 30830 0 12276 0 367064 0 0 0 JENNIFER BROWN CRNA 300583 0 400 0 34389 0 31781 0 12276 0 379429 0 0 0 JAMES PAPPAS VP-QUALITY & PATIENT SAFETY (UNTIL 2 0 300000 0 0 0 0 0 35100 0 5000 0 340100 0 0 PART I, LINE 1A LLUMC'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 BENEFITS IS INCLUDED IN THE EMPLOYEE'S W-2. LLUMC'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 PLEASE SEE EXPLANATION FOR PART VI, SECTION B, LINE 15 THAT IS LISTED UNDER SCHEDULE O. PART I, LINE 4B THE FOLLOWING LLUH EMPLOYEES PARTICIPATED IN, AND RECEIVED PAYMENT FROM, A SUPPLEMENTAL NONQUALIFIED RETIREMENT PLAN: SERP FUNDING PAID TO EMPLOYEE IN CASH: - HUBBARD, MARK LEE: 77,112 - LANG, KEVIN J.: 136,317 NET FLEX PLAN CREDITS PAID TO EMPLOYEE IN CASH: - BUSSELL, RACHELLE: 38,809 - EDWARDS, LYNDON C: 56,935 - EISELE, MELVIN ARTHUR: 28,911 - HADLEY, HENRY ROGER: 61,172 - HANSEN, KENT: 62,617 - HART, RICHARD HENRY: 62,882 - HEINRICH, KERRY L: 146,823 - HUBBARD, MARK LEE: 47,015 - JEAN-MARIE, JOHNATHAN: 22,130 - JOHNSTON, CHRISTIAN W: 18,585 - KROETZ, JANET: 14,910 - LALAS, ANGELA MANALO: 57,846 - LANG, KEVIN J.: 119,789 - LENO, SONDRA: 16,739 - NORTON, LIZETTE: 11,479 - SODERBLOM, ALAN BRYCE: 14,817 - VANDERBOSCH, DARRYL WAYNE: 21,327 - WREN, DAVID GORDON: 18,607 - WRIGHT, TREVOR: 74,686 TRAVEL FOR COMPANIONS: - HEINRICH, KERRY L: 183 TAX INDEMNIFICATION AND GROSS-UP PAYMENTS: - BUSSELL, RACHELLE: 2,025 - EDWARDS, LYNDON C: 1,987 - HANSEN, KENT: 3,287 - HADLEY, HENRY ROGER: 9,012 - HART, RICHARD HENRY: 4,678 - HEINRICH, KERRY L: 2,619 - HUBBARD, MARK LEE: 6,436 - JEAN-MARIE, JOHNATHAN: 536 - JOHNSTON, CHRISTIAN W: 900 - KROETZ, JANET: 4,617 - LALAS, ANGELA MANALO: 733 - LANG, KEVIN J: 6,245 - LENO, SONDRA: 2,141 - NORTON, LIZETTE: 1,833 - SODERBLOM, ALAN BRYCE: 699 - VANDERBOSCH, DARRYL WAYNE: 1,154 - WREN, DAVID GORDON: 1,628 - WRIGHT, TREVOR: 1,494 EMPLOYER CONTRIBUTIONS/PAYMENTS FOR ELECTIVE BENEFITS (INCLUDES VESTED AND FORFEITED BENEFITS FUNDED IN PRIOR YEARS): - LANG, KEVIN J.: 3,356 - WREN, DAVID: 2,923 PART I, LINE 6 LOMA LINDA UNIVERSITY MEDICAL CENTER HAS AN INCENTIVE PLAN. PAYMENTS FOR INCENTIVE AWARDS ARE TRIGGERED ONLY IF, AMONG OTHER ESTABLISHED CRITERIA, NET INCOME EXCEEDS BUDGET BY AN ESTABLISHED PERCENTAGE. DISCLOSURE ON SCHEDULE J PART III THE 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 THE OFFICERS LISTED AND REPORTS THE COMPENSATION AMOUNTS IN THE W-2'S 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(II), 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. ALLOCATION PERCENTAGES OF THE COMPENSATION PAYMENTS FOR THE OFFICERS ARE AS FOLLOWS: BUSSELL, RACHELLE COMPENSATION, EXCLUDING INCENTIVE AND SERP BENEFIT: 100% FUNDED BY LLUSS. INCENTIVE AND SERP BENEFIT: 100% FUNDED BY LLUMC. EDWARDS, LYNDON C. COMPENSATION, EXCLUDING INCENTIVE AND SERP BENEFIT: 97% FUNDED BY LLUC AND 3% FUNDED BY LLUBMC. INCENTIVE AND SERP BENEFIT: 100% FUNDED BY LLUMC. EISELE, MELVIN ARTHUR 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 HADLEY, HENRY ROGER COMPENSATION: 3% FUNDED BY LLUCH, 12% FUNDED BY LLUMC AND 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. HANSEN, KENT COMPENSATION, EXCLUDING INCENTIVE: 100% FUNDED BY LLUSS. INCENTIVE: 100% FUNDED BY LLUMC. 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. HUBBARD, MARK LEE COMPENSATION, EXCLUDING INCENTIVE AND SERP BENEFIT: 3% FUNDED BY LLUCH, 2% FUNDED BY MURRIETA, 15% FUNDED BY LLUSS, 70% FUNDED BY LLUH'S RISK MANAGEMENT DEPARTMENT AND 10% FUNDED BY LLUMC. SERP BENEFIT: 20% FUNDED BY LLUMC AND 80% FUNDED BY LLUH'S RISK MANAGEMENT DEPARTMENT. INCENTIVE BENEFIT: 100% FUNDED BY LLUMC. JEAN-MARIE, JONATHAN COMPENSATION: 100% FUNDED BY LLUMC. JOHNSTON, CHRISTIAN W. COMPENSATION, EXCLUDING INCENTIVE: 100% FUNDED BY LLUSS. INCENTIVE: 100% FUNDED BY LLUMC. KROETZ, JANET COMPENSATION: 100% FUNDED BY LLUMC. LALAS, ANGELA MANALO COMPENSATION, EXCLUDING INCENTIVE AND SERP BENEFIT: 15% FUNDED BY LLUSS, 8% FUNDED BY MURRIETA, 20% FUNDED BY LLUCH, 2% FUNDED BY LLUBMC AND 55% FUNDED BY LLUMC. INCENTIVE AND SERP BENEFIT: 100% FUNDED BY LLUMC. LENO, SONDRA COMPENSATION, EXCLUDING INCENTIVE AND SERP BENEFIT: 3% FUNDED BY LLU, 10% FUNDED BY MURRIETA, 32% FUNDED BY LLUCH, 8% FUNDED BY LLUBMC AND 47% 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. NORTON, LIZETTE COMPENSATION, EXCLUDING INCENTIVE AND SERP BENEFIT: 100% FUNDED BY LLUSS. INCENTIVE AND SERP BENEFIT: 100% FUNDED BY LLUMC. SODERBLOM, ALAN BRYCE COMPENSATION: 100% FUNDED BY MURRIETA. VANDENBOSCH, DARRYL WAYNE COMPENSATION: 100% FUNDED BY LLUMC. WREN, DAVID GORDON COMPENSATION: 100% FUNDED BY LLUMC. WRIGHT, TREVOR 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. A CALIFORNIA STATEWIDE COMMUNITIES DEVELOPMENT AUTHORITY 680164610 13080SEX8 2014-12-01 547575000 FINANCE THE COSTS OF CAPITAL EXPENDITURES 0 0 0 B CALIFORNIA STATEWIDE COMMUNITIES DEVELOPMENT AUTHORITY 680164610 13080SML5 2016-12-01 947620000 FINANCE CONSTRUCTION PROJECT COSTS 0 0 0 A 573954611 37300500 6973307 66060258 452482639 2014 1 0 1 1 B 994737092 76193352 98278500 13349254 274328524 13196088 525583596 1 0 0 1 A 0 0 0 0 0 0 1 B 0 0 0 0 0 0 1 A 0 0 0 0 0 0 0 0 1 B 0 0 0 0 0 0 0 0 1 A 1 B 1 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 MEMBER OF LLUMC PURSUANT TO SECTION 9310 OF THE CALIFORNIA NONPROFIT RELIGIOUS CORPORATION LAW SHALL BE LOMA LINDA UNIVERSITY HEALTH, A CALIFORNIA NON-PROFIT RELIGIOUS CORPORATION, ACTING BY AND THROUGH ITS BOARD OF TRUSTEES. FORM 990, PART VI, SECTION A, LINE 7A LLUH, AS THE CORPORATE MEMBER, ELECTS THE BOARD OF TRUSTEES AT ITS QUINQUENNIAL MEETING. LLUH SHALL ALSO HAVE THE POWER TO FILL VACANCIES ON THE BOARD OF TRUSTEES BETWEEN THE QUINQUENNIAL ORGANIZATION MEETINGS. FORM 990, PART VI, SECTION A, LINE 7B LLUH, AS CORPORATE MEMBER, AT EACH REGULAR OR SPECIAL MEETING, SHALL INFORM ITSELF ON THE BUSINESS OF THE MEDICAL CENTER TO BE TRANSACTED; SHALL RECEIVE THE ANNUAL REPORT OF THE MEDICAL CENTER BUDGET AND AUDIT, AND TRANSACT SUCH OTHER BUSINESS AS MAY BE REQUESTED BY THE MEDICAL CENTER BOARD. FURTHER FUNCTIONS OF THE MEMBER ARE: (1) TO REMOVE FROM OFFICE ANY TRUSTEE OF THE MEDICAL CENTER WITH OR WITHOUT CAUSE. (2) TO REVIEW AND CONSULT WITH THE MEDICAL CENTER BOARD REGARDING THE APPOINTMENT OF THE MEDICAL CENTER PRESIDENT AND THE CHIEF EXECUTIVE OFFICER. HOWEVER, THE APPOINTMENT AND REMOVAL OF THE PRESIDENT AND THE CHIEF EXECUTIVE OFFICER ARE SOLELY THE LEGAL RESPONSIBILITY OF THE LLUMC BOARD. (3) TO APPROVE ALL CHANGES TO THE ARTICLES OF INCORPORATION AND BY-LAWS. (4) TO APPROVE ANY MERGER, CONSOLIDATION, DISSOLUTION, SALE OR TRANSFER OF MORE THAN TWENTY-FIVE PERCENT OF THE ASSETS OF LLUMC. (5) TO APPROVE ANY SIGNIFICANT CHANGE IN THE CORPORATE PURPOSE OF LLUMC. FORM 990, PART VI, SECTION B, LINE 11B THIS FORM 990 HAS BEEN REVIEWED BY INTERNAL AUDIT AND MANAGEMENT AND IS MADE AVAILABLE TO THE AUDIT COMMITTEE AND THE BOARD FOR REVIEW AND COMMENT BEFORE FILING. 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 LLUH, LLUMC'S PARENT ORGANIZATION, EMPLOYS AN INDEPENDENT OUTSIDE CONSULTING FIRM TO BENCHMARK COMPENSATION FOR LLUH EMPLOYEES. LLUMC'S CEO, CFO, AND VICE PRESIDENTS ARE EMPLOYED BY LLUH. 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, LLUMC MANAGEMENT, THROUGH ITS 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 2016 FOR THE POSITION OF VP, ADMINISTRATOR, EAST CAMPUS HELD BY EDWARDS, LYNDON C. THIS PROCESS WAS LAST UNDERTAKEN IN DECEMBER OF 2016 FOR THE POSITION OF EVP LLUAHSC, CEO UHS, DEAN SCHOOL OF MEDICINE HELD BY HADLEY, HENRY ROGER. THIS PROCESS WAS LAST UNDERTAKEN IN DECEMBER OF 2016 FOR THE POSITION OF PRESIDENT, LLUH HELD BY HART, RICHARD HENRY. THIS PROCESS WAS LAST UNDERTAKEN IN DECEMBER OF 2016 FOR THE POSITION OF EVP/CEO LLUMC HELD BY HEINRICH, KERRY L. THIS PROCESS WAS LAST UNDERTAKEN IN DECEMBER OF 2016 FOR THE POSITION OF SVP, RISK MANAGEMENT HELD BY HUBBARD, MARK LEE. THIS PROCESS WAS LAST UNDERTAKEN IN DECEMBER OF 2016 FOR THE POSITION OF VP/ADMINISTRATOR EC/SH HELD BY JEAN-MARIE, JONATHAN. THIS PROCESS WAS LAST UNDERTAKEN IN DECEMBER OF 2016 FOR THE POSITION OF CNO HELD BY KROETZ, JANET. THIS PROCESS WAS LAST UNDERTAKEN IN DECEMBER OF 2016 FOR THE POSITION OF SVP-FINANCE, HELD BY LALAS, ANGELA MANALO. THIS PROCESS WAS LAST UNDERTAKEN IN DECEMBER OF 2016 FOR THE POSITION OF EVP, FINANCE & ADMINISTRATION, LLUH HELD BY LANG, KEVIN J. THIS PROCESS WAS LAST UNDERTAKEN IN AUGUST OF 2017 FOR THE POSITION OF VP FINANCE HELD BY SODERBLOM, ALAN BRYCE. THIS PROCESS WAS LAST UNDERTAKEN IN JUNE OF 2017 FOR THE POSITION OF SVP ADULT HOSPITAL HELD BY VANDENBOSCH, DARRYL WAYNE. THIS PROCESS WAS LAST UNDERTAKEN IN DECEMBER OF 2016 FOR THE POSITION OF VP AMBULATORY SERVICES HELD BY WREN, DAVID GORDON. THIS PROCESS WAS LAST UNDERTAKEN IN DECEMBER OF 2016 FOR THE POSITION OF COO HELD BY WRIGHT, TREVOR. FORM 990, PART VI, SECTION C, LINE 18 THE IRS FORM 990 IS AVAILABLE ON THE GUIDESTAR.COM WEBSITE AND ALSO MAY BE OBTAINED BY MAKING A REQUEST TO THE CFO AT 11175 CAMPUS ST., CSP 11006, LOMA LINDA, CA 92354. FORM 990, PART VI, SECTION C, LINE 19 LLUMC 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. LLUMC MAKES ITS UN-AUDITED QUARTERLY FINANCIAL STATEMENTS AND YEAR-END AUDITED FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC PURSUANT TO ITS CONTINUING DISCLOSURE AGREEMENTS WITH BONDHOLDERS. FORM 990, PART VII, LINE 1A: FOR EMPLOYEES OF LLUH OR LLUH 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 VIII, LINE 1F THE SUBSTANTIAL DIFFERENCE IN CONTRIBUTIONS ON LINE 1F AND SCHEDULE B IS DUE TO THE PLEDGES BEING REPORTED ON THE GENERAL LEDGER WHEN THE PLEDGE COMMITMENT IS MADE AS OPPOSED TO WHEN RECEIVED ON SCHEDULE B. FORM 990, PART XI, LINE 9: FUND BALANCE TRANSFERS FROM AFFILIATED ORGRANIZATION -35,632,154. CHANGE IN ADMIN RESTRICTED ASSETS 832,760. DONATED EQUIPMENT 10,012. FORM 990, PART XII, LINE 2B: THE FINANCIAL STATEMENTS OF LOMA LINDA UNIVERSITY MEDICAL CENTER WERE AUDITED BY AN INDEPENDENT FIRM AS PART OF THE 2018 COMBINED FINANCIAL STATEMENT AUDIT OF LOMA LINDA UNIVERSITY MEDICAL CENTER AND ITS AFFILIATES (WHICH ENCOMPASSES LOMA LINDA UNIVERSITY MEDICAL CENTER, LOMA LINDA MERCANTILE, LOMA LINDA UNIVERSITY MEDICAL ENTERPRISES, LOMA LINDA UNIVERSITY FACULTY PHARMACY, LOMA LINDA UNIVERSITY CHILDREN'S HOSPITAL, LOMA LINDA UNIVERSITY BEHAVIORAL MEDICAL CENTER, THE LOMA LINDA UNIVERSITY CHILDREN'S HOSPITAL FOUNDATION, LOMA LINDA UNIVERSITY HEALTHCARE PROPERTIES, LLC, LOMA LINDA UNIVERSITY - URGENT CARE, LLC, LLUH BEAUMONT-BANNING, LLC AND LOMA LINDA UNIVERSITY MEDICAL CENTER-MURRIETA). FORM 990, PART XII, LINE 2C: LLUMC HAS A FINANCE AND AUDIT COMMITTEES OF THE BOARD OF TRUSTEES THAT ASSUME RESPONSIBILITY FOR OVERSIGHT OF THE FINANCIAL STATEMENT AUDIT AND SELECTION OF THE INDEPENDENT FIRM. 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