2019-05-22T17:41:48-05:00 2018-06-30 910189318 MOSS ADAMS LLP 3121 W MARCH LN STE 200 STOCKTON CA 952192367 990 2017-07-01 951816009 LOMA LINDA UNIVERSITY LOMA 9095584515 11145 ANDERSON STREET NO 205 LOMA LINDA CA 92350 RODNEY D NEAL SENIOR VP, FINANCIAL AFFAIRS 9095584515 2019-05-21 1 TRACY S PAGLIA P00366884 2099556100 2019-05-21 12.129.7.100 2019-05-21 17:20:04 PD P DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 BE861C6778D90A5D3E7861ABDDE45BE6309F51A4 2017 2019-02-21 02:37:17Z RICHARD H HART 11175 CAMPUS ST STE 11006 LOMA LINDA CA 92354 2615637576 0 1071 X WWW.LLU.EDU X 1910 CA EDUCATING ETHICAL AND PROFICIENT CHRISTIAN HEALTH PROFESSIONALS AND SCHOLARS THROUGH INSTRUCTION, EXAMPLE, AND THE PURSUIT OF TRUTH; EXPANDING KNOWLEDGE THROUGH RESEARCH IN THE BIOLOGICAL, BEHAVIORAL, PHYSICAL, AND ENVIRONMENTAL SCIENCES AND APPLYING THIS KNOWLEDGE TO HEALTH AND DISEASE; PROVIDING COMPREHENSIVE, COMPETENT, AND COMPASSIONATE HEALTH CARE FOR THE WHOLE PERSON THROUGH FACULTY, STUDENTS, AND ALUMNI. 35 25 3234 36 -711342 -1559369 41103388 60116982 191580456 200004820 26543810 43382424 36678471 24048256 295906125 327552482 17045538 11824775 0 0 169295826 166079994 0 0 1563690 111500091 124117077 297841455 302021846 -1935330 25530636 1489889660 1572793672 778021039 830316298 711868621 742477374 X LOMA LINDA UNIVERSITY, A SEVENTH-DAY ADVENTIST CHRISTIAN HEALTH SCIENCES INSTITUTION, SEEKS TO FURTHER THE HEALING AND TEACHING MINISTRY OF JESUS CHRIST "TO MAKE MAN WHOLE" BY:- EDUCATING ETHICAL AND PROFICIENT CHRISTIAN HEALTH PROFESSIONALS AND SCHOLARS THROUGH INSTRUCTION, EXAMPLE, AND THE PURSUIT OF TRUTH;- EXPANDING KNOWLEDGE THROUGH RESEARCH IN THE BIOLOGICAL, BEHAVIORAL, PHYSICAL, AND ENVIRONMENTAL SCIENCES AND APPLYING THIS KNOWLEDGE TO HEALTH AND DISEASE;- PROVIDING COMPREHENSIVE, COMPETENT, AND COMPASSIONATE HEALTH CARE FOR THE WHOLE PERSON THROUGH FACULTY, STUDENTS, AND ALUMNI. 0 0 144474802 3813683 55075281 LOMA LINDA UNIVERSITY SCHOOL OF MEDICINE OPENED IN 1909. IT HAS BEEN ACCREDITED SINCE THE 1920S AND IS A MEMBER OF THE AMERICAN ASSOCIATION OF MEDICAL SCHOOLS. THE SCHOOL TRAINS SKILLED MEDICAL PROFESSIONALS WITH A COMMITMENT TO CHRISTIAN SERVICE AND MORE THAN 750 OF THE 10,000 GRADUATES HAVE SPENT A YEAR OR MORE IN OVERSEAS MISSION SERVICE. MOST MEDICAL STUDENTS PARTICIPATE IN PROGRAMS THAT DELIVER MEDICAL CARE TO LOWER INCOME PEOPLE WHO HAVE LITTLE ACCESS TO BASIC MEDICAL CARE. ONE QUARTER OF THE PHYSICIANS IN CALIFORNIA'S "NLAND EMPIRE" ARE GRADUATES OF THE SCHOOL OF MEDICINE. DURING THE YEAR THE SCHOOL AWARDED THE FOLLOWING DEGREES: MD 157, PHD 10, MS 33, BS 1. 40044580 630323 68108511 THE SCHOOL OF DENTISTRY TRAINS STUDENTS IN THE DENTAL SCIENCES TO SERVE IN VARIOUS SETTINGS THROUGHOUT THE WORLD. DURING THE YEAR STUDENTS RECEIVED DEGREES IN DENTISTRY, DENTAL HYGIENE AND THE INTERNATIONAL DENTIST AND EIGHT POST GRADUATE PROGRAMS. MORE THAN 5,000 PEOPLE RECEIVED TREATMENT THROUGH THE SERVICE LEARNING INTERNATIONAL PROGRAM FROM MORE THAN 90 STUDENTS. THERE WERE MORE THAN 107,000 PATIENT VISITS IN VARIOUS CLINICS WHERE STUDENTS HONE THEIR CLINICAL SKILLS AND PREPARE FOR BOARD EXAMINATIONS. STUDENTS ALSO VOLUNTEER FOR SERVICE IN MOBILE CLINICS, HEALTH FAIRS, AND COMMUNITY CLINICS. DENTAL FACULTY ARE ACTIVE IN ADVANCING KNOWLEDGE THROUGH INTERNATIONAL LECTURES AND IN SUPERVISING STUDENTS IN THE SERVICE LEARNING INTERNATIONAL PROGRAM. 17254606 606829 27372863 SCHOOL OF ALLIED HEALTH PROFESSIONS PREPARES GRADUATES TO BE EMPLOYEES OF CHOICE FOR PREMIER ORGANIZATIONS AROUND THE WORLD BY PROVIDING THEM WITH PRACTICAL LEARNING EXPERIENCES THROUGH PARTNERSHIPS WITH THOSE OPEN TO SHARING OUR VISION. SINCE 1966 THE SCHOOL HAS BEEN TRAINING HIGHLY SKILLED AND DEDICATED HEALTH CARE PROFESSIONALS IN MANY FIELDS. WHATEVER THEIR SPECIALTY, GRADUATES ENJOY JOB SECURITY, GOOD PAYING WAGES, AND THE PLEASURES OF A PERSONALLY REWARDING CAREER. THE SCHOOL OFFERS OVER FIFTY SPECIALIZED HEALTH CARE DEGREE OPTIONS IN THE FIELDS OF CARDIOPULMONARY SCIENCES, CLINICAL LABORATORY SCIENCES, COMMUNICATION SCIENCES AND DISORDERS, HEALTH INFOMATICS AND INFORMATION MANAGEMENT, NUTRITION AND DIETETICS, OCCUPATIONAL THERAPY, ORTHOTICS AND PROSTHETICS, PHYSICAL THERAPY, PHYSICIAN ASSISTANT SCIENCES, AND RADIATION TECHNOLOGY. DURING THE YEAR THE SCHOOL AWARDED THE FOLLOWING DEGREES: CERT/POST SECOND-61, ASSOCIATE-81, BACCALAUREATE-111, MASTER-180, DOCTORAL-110. 30057033 6773940 49448165 LLU ALSO OPERATES SCHOOLS OF BEHAVIORAL HEALTH, NURSING, PUBLIC HEALTH, PHARMACY AND RELIGION. OUR INTEGRATED FOUNDATION DIVISION MANAGES OUR TRUST AND ENDOWMENT PORTFOLIOS, AND REAL ESTATES AND RETAIL SERVICES (SUCH AS THE BOOK STORE AND MARKET). SUPPORTING SERVICES OPERATED BY LLU INCLUDE STUDENT SERVICES ACADEMIC AFFAIRS, ATHLETIC FACILITIES, FOOD SERVICES, GENERAL AND FINANCIAL ADMINISTRATION, INFORMATION SYSTEMS, CO-GENERATION FACILITY AND MAINTENANCE. 30057033 6773940 49448165 231831021 1 1 0 0 0 1 0 1 0 1 1 1 0 0 1 0 0 1 1 1 1 0 0 0 0 0 0 1 1 1 1 0 0 0 0 0 0 0 0 1 0 1 1 0 0 1 1 1 1 0 0 1 537 0 1 3234 1 1 1 0 0 0 0 1 1 0 0 0 0 0 0 0 X 35 25 0 1 0 0 1 1 1 1 1 0 0 0 1 1 1 1 1 0 1 1 1 CA X X RODNEY NEAL SR VICE PRES 9095584543 11145 ANDERSON STREET BC 205 LOMA LINDA CA 92350 THOMAS LEMON CHAIR 1.00 1.00 X X 0 0 0 DANIEL JACKSON VICE CHAIR 1.00 1.00 X X 0 0 0 RICHARD H HART TRUSTEE, PRESIDENT 25.00 26.00 X X 0 515854 56739 HENRY R HADLEY TRUSTEE, DEAN 25.00 26.00 X 0 494716 58224 KERRY HEINRICH TRUSTEE 1.00 50.00 X 0 1139621 69360 LISA BEARDSLEY-HARDY TRUSTEE 1.00 1.00 X 0 0 0 SHIRLEY CHANG TRUSTEE 1.00 1.00 X 0 0 0 RICHARD CHINNOCK TRUSTEE 1.00 1.00 X 0 365914 40100 JERE CHRISPENS TRUSTEE 1.00 1.00 X 0 0 0 WILFREDO COLN TRUSTEE 1.00 1.00 X 0 0 0 SHERYL DODDS TRUSTEE 1.00 1.00 X 0 0 0 STEVEN FILLER TRUSTEE 1.00 1.00 X 0 0 0 RICARDO GRAHAM TRUSTEE 1.00 1.00 X 0 0 0 WAYNE HARRIS TRUSTEE 1.00 1.00 X 0 0 0 DOUGLAS HEGSTAD TRUSTEE 1.00 1.00 X 0 315000 40100 MARK JOHNSON TRUSTEE 1.00 1.00 X 0 0 0 MELISSA KIDDER TRUSTEE 1.00 1.00 X 0 130143 7000 PETER N LANDLESS TRUSTEE 1.00 1.00 X 0 0 0 ROBERT LEMON TRUSTEE 1.00 1.00 X 0 0 0 ROBERT MARTIN TRUSTEE 1.00 1.00 X 0 639100 41100 PATRICK MINOR TRUSTEE 1.00 1.00 X 0 0 0 LARRY MOORE TRUSTEE 1.00 1.00 X 0 0 0 GT NG TRUSTEE 1.00 1.00 X 0 0 0 RICARDO PEVERINI TRUSTEE 1.00 1.00 X 0 388750 40100 JUAN PRESTOL-PUESAN TRUSTEE 1.00 1.00 X 0 0 0 SCOTT REINER TRUSTEE 1.00 1.00 X 0 0 0 HERBERT RUCKLE TRUSTEE 1.00 1.00 X 0 531325 41600 EUNMEE SHIM TRUSTEE 1.00 1.00 X 0 0 0 RON SMITH TRUSTEE 1.00 1.00 X 0 0 0 MAX TREVINO TRUSTEE 1.00 1.00 X 0 0 0 ERIC TSAO TRUSTEE 1.00 1.00 X 0 0 0 THOMAS WERNER TRUSTEE 1.00 1.00 X 0 0 0 DAVID WILLIAMS TRUSTEE 1.00 1.00 X 0 0 0 TED WILSON TRUSTEE 1.00 1.00 X 0 0 0 ROGER WOODRUFF TRUSTEE 1.00 1.00 X 0 270000 40100 RONALD L CARTER PROVOST 49.00 1.00 X 278831 0 78288 RODNEY NEAL SENIOR VICE PRESIDENT 49.00 2.00 X 281991 0 53341 KEVIN J LANG CHIEF FINANCIAL OFFICER 9.00 42.00 X 0 1089235 73189 DAVID P HARRIS VICE PRESIDENT 50.00 X 201353 0 45784 RICKY E WILLIAMS VICE PRESIDENT 50.00 X 0 205142 48145 MYRNA HANNA CORPORATE SECRETARY 5.00 45.00 X 0 162500 29591 LEW MOWERY ASSISTANT SECRETARY 5.00 45.00 X 0 203685 31376 RONALD DAILEY DEAN 50.00 X 425916 0 24932 ROBERT A HANDYSIDES DEAN 50.00 X 229687 0 29422 ALAN HERFORD PROFESSOR 50.00 X 487358 0 40826 CURT D CAO PROFESSOR 50.00 X 325857 0 24125 HARVEY A ELDER PROFESSOR 50.00 X 492716 0 15031 DONALD J MILLER PROFESSOR 50.00 X 507597 0 0 JAYINI S THAKKER PROFESSOR 50.00 X 389453 0 34269 CRAIG R JACKSON FORMER DEAN 50.00 X 182678 0 24010 CHARLES GOODACRE FORMER DEAN 50.00 X 131343 0 19340 3934780 6450985 1006092 329 1 1 0 LLUAHSC DEPARTMENT OF RISK MANAGEMENT 101 E REDLANDS BLVD SAN BERNARDINO CA 92408 SELF-INSURANCE SERVICES 31121802 LAYTON CONSTRUCTION CO INC 9090 S SANDY PKWY SANDY UT 84070 CONSTRUCTION SERVICES 11328837 FACULTY PHYSICIANS & SURGEONS OF LLUSM 11175 CAMPUS STREET LOMA LINDA CA 92354 FACULTY AND SCHOOL ADMINISTRATION 8468354 EBSCO SUBSCRIPTION SERVICE PO BOX 1943 BIRMINGHAM AL 35201 SUBSCRIPTION SERVICES 2359743 LOMA LINDA UNIVERSITY MEDICAL CENTER 11234 ANDERSON ST LOMA LINDA CA 92354 HEALTHCARE SERVICES 1805143 178 7891075 16340041 35885866 2348281 60116982 TUITION AND FEES 611600 163542461 163542461 CLINIC INCOME 621400 22200181 22200181 RESEARCH CONTRACT 541700 10740572 10740572 STUDENT LOAN INTEREST 611600 3521606 3521606 200004820 34591452 -1624331 36215783 721041 721041 9132599 7706260 1426339 1426339 1426339 2281229977 48493 2272487498 0 8742479 48493 8790972 8790972 9506300 7891336 1614964 889021 725943 POWER PLANT 221000 13751095 13751095 INDEPENDENT OPERATIONS 445100 6534817 23968 6510849 20285912 327552482 200004820 -711342 68142022 622509 622509 11202266 11202266 1856233 1273764 582469 180954 180954 125806012 111436190 14369822 11608506 10365315 1243191 18235465 16266808 1968657 8392824 7469613 923211 142446 39129 103317 254258 254258 5330977 5330977 26429082 11141137 13724255 1563690 614583 588235 26348 20533722 11227914 9305808 2734918 1684705 1050213 21050391 13561984 7488407 3932769 3196697 736072 133615 75490 58125 10196306 6525636 3670670 11082933 4799567 6283366 4264020 3304148 959872 CLINIC & RESEARCH SUPPL 10005707 10005707 RESEARCH SUBCONTRACTORS 1995222 1995222 5416128 5048985 367143 302021846 231831021 68627135 1563690 38760 64892362 38847234 8579000 6974475 53060169 46146734 2550256 2471318 17417275 9496054 1036446770 317520650 661135643 718926120 316873563 504852393 99754136 127339702 46701000 45026934 218887496 72712708 1489889660 1572793672 71604000 48457921 35119558 33686026 189427276 187776133 20175976 26005983 461694229 534390235 778021039 830316298 X 194693621 174395116 256388000 284246285 260787000 283835973 711868621 742477374 1489889660 1572793672 X 25530636 3453786 1624331 X 0 1 X 1 1 1 X 52621086 86601270 46388477 41103388 60116982 286831203 52621086 86601270 46388477 41103388 60116982 286831203 286831203 30068180 37931005 50979122 33456581 46069423 198504311 36299261 37068680 39342314 39393125 28831287 180934667 666270181 959100383 0.43050 0.42950 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: OTHER INCOME - 2013 AMOUNT: $ 29,356,352. 2014 AMOUNT: $ 27,446,838. 2015 AMOUNT: $ 29,531,366. 2016 AMOUNT: $ 30,090,220. 2017 AMOUNT: $ 20,261,944. GROSS RECEIPTS FROM INVENTORY SALE - 2013 AMOUNT: $ 6,942,909. 2014 AMOUNT: $ 9,621,842. 2015 AMOUNT: $ 9,810,948. 2016 AMOUNT: $ 9,302,905. 2017 AMOUNT: $ 8,569,343. 10 0 1197245 0 300351 0 5942964 0 1 1 209122 381188 0 0 X 0 0 355444354 8322077 26586258 1358132 388994557 338974038 4521416 29907694 17958794 355444354 357945745 4487938 -1643328 21816317 338974038 324866407 34494182 7536239 8951083 357945745 272174358 25034784 31585027 189846 3737916 324866407 0.14610 0.71180 0.14210 0 0 20465414 20465414 432610610 355788319 183384622 605014307 37661604 17958778 19702826 127022209 116177250 10844959 62898614 62898614 718926120 70671971 F HEDGE FUNDS 12692007 F OTHER 43975724 F 127339702 ANNUITIES, TRUSTS AND AGENCIES 5636465 TRUSTS LIABILITIES 21289922 AMOUNTS HELD FOR OTHERS 456145494 NON-OPERATING LIABILITY 30087226 ADVANCES FROM AFFILIATES 21231128 534390235 PART III, LINE 4: ORIGINAL ARTWORK DISPLAYING THE TEACHING AND HEALING MINISTRIES OF JESUS CHRIST AND FOUNDERS OF LLU. PART V, LINE 4: ENDOWMENT FUNDS ARE INTENDED TO BE USED FOR STUDENT SCHOLARSHIPS, STUDENT LOANS, RESEARCH, OPERATIONS OF LLU AND RELATED ORGANIZATIONS AND OTHER PURPOSES AS SPECIFIED BY THE UNIVERSITY AND DONORS. 1 1 1 1 1 1 1 0 0 0 1 0 0 0 0 1 0 1 SCHEDULE E, PART I, LINE 3 NONDISCRIMINATION POLICY IS PUBLISHED IN THE STUDENT HANDBOOK, IN THE UNIVERSITY CATALOG, AND IN THE UNIVERSITY WEBSITE. SCHEDULE E, PART I, LINE 5 SOME SCHOLARSHIPS ARE FUNDED BY MINORITY GROUPS WHO SPECIFY THAT THEY SHOULD BE AWARDED ONLY TO THE RESPECTIVE MINORITY STUDENTS. ALL OTHERS ARE AWARDED WITHOUT REGARD TO RACE. SCHEDULE E, PART I, LINE 6 THE UNIVERSITY RECEIVES FUNDS FROM GOVERNMENT AGENCIES AS GRANTS FOR RESEARCH, EDUCATION AND COMMUNITY PROGRAMS. UNIVERSITY STUDENTS RECEIVE FUNDS FROM GOVERNMENT AGENCIES AS GRANTS AND LOANS. 1 CENTRAL AMERICA AND THE CARIBBEAN 0 83 PROGRAM SERVICES RESEARCH, TEACHING, CONSULTATIONS, MISSION TRIPS, WORKSHOPS, CLINICAL SERVICE 160454 CENTRAL AMERICA AND THE CARIBBEAN 0 4 PROGRAM SERVICES SENDING AGENTS OF THE ORGANIZATION TO ATTEND AND SPEAK AT SEMINARS AND CONFERENCES 6699 CENTRAL AMERICA AND THE CARIBBEAN 0 4 PROGRAM SERVICES CONDUCTING BOARD MEETINGS 4800 EAST ASIA AND THE PACIFIC 0 46 PROGRAM SERVICES RESEARCH, TEACHING, CONSULTATIONS, MISSION TRIPS, WORKSHOPS, CLINICAL SERVICE 107090 EAST ASIA AND THE PACIFIC 0 46 PROGRAM SERVICES SENDING AGENTS OF THE ORGANIZATION TO ATTEND AND SPEAK AT SEMINARS AND CONFERENCES 130649 EAST ASIA AND THE PACIFIC 0 4 PROGRAM SERVICES CONDUCTING BOARD MEETINGS 7930 EUROPE (INCLUDING ICELAND & GREENLAND) 0 13 PROGRAM SERVICES RESEARCH, TEACHING, WORKSHOP, MEETINGS, CONSULTATION, STUDENT RECRUITMENT 42800 EUROPE (INCLUDING ICELAND & GREENLAND) 0 46 PROGRAM SERVICES SENDING AGENTS OF THE ORGANIZATION TO ATTEND AND SPEAK AT SEMINARS AND CONFERENCES 115460 EUROPE (INCLUDING ICELAND & GREENLAND) 0 2 PROGRAM SERVICES CONDUCTING BOARD MEETINGS 1800 MIDDLE EAST AND NORTH AFRICA 0 3 PROGRAM SERVICES MISSION TRIP, TEACHING 5300 MIDDLE EAST AND NORTH AFRICA 0 1 PROGRAM SERVICES SENDING AGENTS OF THE ORGANIZATION TO ATTEND AND SPEAK AT SEMINARS AND CONFERENCES 1500 NORTH AMERICA 0 64 PROGRAM SERVICES STUDENT RECRUITMENT, MEETING, RESEARCH, CONSULTATION, TEACHING, MISSION TRIP 78645 EUROPE (INCLUDING ICELAND & GREENLAND) 0 25 PROGRAM SERVICES SENDING AGENTS OF THE ORGANIZATION TO ATTEND AND SPEAK AT SEMINARS AND CONFERENCES 57945 RUSSIA AND NEIGHBORING STATES 0 8 PROGRAM SERVICES WORKSHOP, MEETING, MISSION TRIP 10439 RUSSIA AND NEIGHBORING STATES 0 1 PROGRAM SERVICES SENDING AGENTS OF THE ORGANIZATION TO ATTEND AND SPEAK AT SEMINARS AND CONFERENCES 1584 SOUTH AMERICA 0 23 PROGRAM SERVICES MISSION TRIP, RESEARCH, WORKSHOP, CONSULTATION, TEACHING 101260 SOUTH AMERICA 0 4 PROGRAM SERVICES SENDING AGENTS OF THE ORGANIZATION TO ATTEND AND SPEAK AT SEMINARS AND CONFERENCES 9880 SOUTH ASIA 0 17 PROGRAM SERVICES MISSION TRIP, CLINICAL SERVICE, TEACHING, MEETING, RESEARCH, STUDENT RECRUITMENT 45157 SOUTH ASIA 0 5 PROGRAM SERVICES SENDING AGENTS OF THE ORGANIZATION TO ATTEND AND SPEAK AT SEMINARS AND CONFERENCES 8934 SUB-SAHARAN AFRICA 0 107 PROGRAM SERVICES MISSION TRIP, RESEARCH, CONSULTATION, CLINICAL SERVICE, RESEARCH, MEETING, WORKSHOP 366593 SUB-SAHARAN AFRICA 0 2 PROGRAM SERVICES SENDING AGENTS OF THE ORGANIZATION TO ATTEND AND SPEAK AT SEMINARS AND CONFERENCES 5900 SUB-SAHARAN AFRICA 0 2 PROGRAM SERVICES CONDUCTING BOARD MEETINGS 2499 CENTRAL AMERICA AND THE CARIBBEAN 0 0 INVESTMENTS 34809539 EUROPE (INCLUDING ICELAND & GREENLAND) 0 0 INVESTMENTS 168335 NORTH AMERICA 0 0 INVESTMENTS 3774673 0 246 0 264 0 510 575882 39449983 40025865 1 0 1 1 1 1 PART I, LINE 2: LLU WORKS IN CONJUNCTION WITH THE LLUH GLOBAL HEALTH INSTITUTE (GHI) TO MONITOR AND TRACK THE PROJECTS THAT ARE OUTSIDE THE UNITED STATES. THE INSTITUTE PROVIDES OPPORTUNITIES FOR STAFF, FACULTY AND STUDENTS. GHI ALSO PROVIDES FOCUS, COORDINATION, AND LOGISTICAL SUPPORT FOR THE MANY INTERNATIONAL INITIATIVES ARISING FROM LOMA LINDA UNIVERSITY SCHOOLS AND HOSPITALS. 1 LLUH-SB INC 11145 ANDERSON ST LOMA LINDA CA 92354 472686706 501(C)(3) 39567 BOOK DONATION OF SERVICES SUPPORT OF HEALTHCARE AND EDUCATIONAL FACILITY IN UNDERSERVED AREA OF SAN BERNARDINO LOMA LINDA UNIVERSITY CHILDRENS HOSPITAL 11234 ANDERSON ST LOMA LINDA CA 92354 463214504 501(C)(3) 11000 SUPPORT OF HEALTHCARE AND EDUCATIONAL SERVICES OFFERED BY OUR CHILDREN'S HOSPITAL LOMA LINDA ACADEMY 10656 ANDERSON ST LOMA LINDA CA 92354 951831069 501(C)(3) 15600 SUPPORT LOCAL SDA SCHOOL AFFILIATED WITH LLU OAKWOOD UNIVERSITY 7000 ADVENTIST BLVD HUNTSVILLE AL 35810 630366652 501(C)(3) 8000 SUPPORT SDA UNIVERSITY AFFILIATED WITH LLU SOCIAL ACTION COMMUNITY HEALTH SYSTEM 1455 E THIRD ST SAN BERNARDINO CA 92410 330664371 501(C)(3) 458333 TO SUPPORT HEALTHCARE AND EDUCATIONAL SERVICES IN UNDERSERVED AREA OF SAN BERNARDINO SAN BERNARDINO MEDICAL SOCIETY 1859 W REDLANDS BLVD REDLANDS CA 92373 951878903 501(C)(6) 10000 SUPPORT LOCAL MEDICAL SOCIETY TO PROMOTE THE HEALTH AND WELLNESS GENERAL CONFERENCE OF SDA 12501 OLD COLUMBIA PIKE SILVER SPRING MD 20904 520643036 501(C)(3) 6000 TO SUPPORT THE MISSION AND PURPOSE OF OUR SDA GENERAL CONFERENCE NATIONAL PERINATAL ASSOCIATION 2000 NORTH BEAUREGARD STREET 6TH FLOOR ALEXANDRIA VA 22311 310918076 501(C)(3) 5500 TO SUPPORT THE EDUCATIONAL PROGRAMS OF THE PERINATAL ASSOCIATION ANTILLEAN ADVENTIST UNIVERSITY 106 CII 2 MAYAGUEZ PR 00680 501(C)(3) 20530 COST DONATION OF WATER RELATED SUPPLIES TO PROVIDE WATER FILTERS & PURIFIERS FOR HURRICANE RELIEF EFFORT IN PUERTO RICO, A US TERRITORY LOMA LINDA UNIVERSITY MEDICAL CENTER 11234 ANDERSON ST LOMA LINDA CA 92354 953522679 501(C)(3) 5000 SUPPORT LOCAL SDA SCHOOL AFFILIATED WITH LLU MESA GRANDE ACADEMY 975 FREMONT STREET CALIMESA CA 92320 270000351 501(C)(3) 5000 SUPPORT LOCAL SDA SCHOOL AFFILIATED WITH LLU 10 1 SCHOOL OF ALLIED HEALTH PROFESSIONS 145 632568 SCHOOL OF DENTISTRY 34 576269 SCHOOL OF MEDICINE 303 6632104 SCHOOL OF NURSING 210 678417 SCHOOL OF PHARMACY 57 312296 SCHOOL OF BEHAVIOURAL HEALTH 181 1269313 NON-SCHOOL SPECIFIC GRANTS 1657 643684 SCHOOL OF PUBLIC HEALTH 41 275925 SCHOOL OF RELIGION 26 181690 PART I, LINE 2: GRANTS ARE ACCOUNTED FOR IN THE UNIVERSITY'S ACCOUNTING RECORDS, INCLUDING SUPPORTING DOCUMENTATION FOR ALL EXPENDITURES. GRANT MANAGERS ARE REQUIRED TO ASSERT THAT FUNDS HAVE BEEN SPENT IN ACCORDANCE WITH THE GRANT REQUIREMENTS. X X 1 1 1 1 0 0 0 0 0 0 0 RICHARD H HART TRUSTEE, PRESIDENT 0 414000 0 0 0 101854 0 34476 0 22263 0 572593 0 0 HENRY R HADLEY TRUSTEE, DEAN 0 390238 0 0 0 104478 0 34228 0 23996 0 552940 0 0 KERRY HEINRICH TRUSTEE 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 89100 0 35100 0 6000 0 680200 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 RONALD L CARTER PROVOST 217124 0 0 0 61707 0 61707 0 16581 0 357119 0 0 0 RODNEY NEAL SENIOR VICE PRESIDENT 252000 0 0 0 29991 0 31014 0 22327 0 335332 0 0 0 KEVIN J LANG CHIEF FINANCIAL OFFICER 0 656000 0 147859 0 285376 0 42815 0 30374 0 1162424 0 0 DAVID P HARRIS VICE PRESIDENT 179000 0 0 0 22353 0 24073 0 21711 0 247137 0 0 0 RICKY E WILLIAMS VICE PRESIDENT 0 181000 0 0 0 24142 0 25096 0 23049 0 253287 0 0 MYRNA HANNA CORPORATE SECRETARY 0 127914 0 17293 0 17293 0 17315 0 12276 0 192091 0 0 LEW MOWERY ASSISTANT SECRETARY 0 156307 0 7924 0 39454 0 19100 0 12276 0 235061 0 0 RONALD DAILEY DEAN 145916 0 0 0 280000 0 24932 0 0 0 450848 0 0 0 ROBERT A HANDYSIDES DEAN 175574 0 400 0 53713 0 28282 0 1140 0 259109 0 0 0 ALAN HERFORD PROFESSOR 166192 0 400 0 320766 0 39926 0 900 0 528184 0 0 0 CURT D CAO PROFESSOR 323457 0 2400 0 0 0 24125 0 0 0 349982 0 0 0 HARVEY A ELDER PROFESSOR 0 0 0 0 492716 0 15031 0 0 0 507747 0 0 0 DONALD J MILLER PROFESSOR 0 0 0 0 507597 0 0 0 0 0 507597 0 0 0 JAYINI S THAKKER PROFESSOR 100006 0 400 0 289047 0 33369 0 900 0 423722 0 0 0 CRAIG R JACKSON FORMER DEAN 179610 0 3068 0 0 0 24010 0 0 0 206688 0 0 0 CHARLES GOODACRE FORMER DEAN 68682 0 200 0 62461 0 19340 0 0 0 150683 0 0 0 PART I, LINE 1A LLU'S SENIOR EXECUTIVES ARE EMPLOYED BY LLUH AND LLUH BENEFITS PROVIDE FOR PAYMENT OF THE TRAVEL EXPENSES FOR A SPOUSE TO ACCOMPANY AN EMPLOYEE ON ONE BUSINESS TRIP PER YEAR. IF USED, THE TAXABLE COST OF THIS BENEFIT IS INCLUDED IN THE EMPLOYEE'S W-2. LLUH BENEFITS PROVIDE FOR GROSS-UP PAYMENTS TO APPROXIMATELY COVER THE TAXES ON THE IMPUTED COST OF GROUP-TERM LIFE INSURANCE COVERAGE IN EXCESS OF $50,000. ALL EMPLOYEES RECEIVED THIS BENEFIT. THE TAXABLE COST OF THIS BENEFIT IS INCLUDED IN THE EMPLOYEE'S W-2. LLUH BENEFITS PROVIDE FOR HOUSING ALLOWANCE. IF USED, THE TAXABLE COST OF THIS BENEFIT IS INCLUDED IN THE EMPLOYEE'S W-2. PART I, LINE 3 THE ORGANIZATION RELIED ON A RELATED ORGANIZATION THAT USED ONE OR MORE OF THE METHOD DESCRIBED TO ESTABLISH TOP MANAGEMENT OFFICIAL'S COMPENSATION. PART I, LINES 4A-B 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 HUBBARD, MARK LEE $47,015.28 LANG, KEVIN J. $119,789.02 EMPLOYER CONTRIBUTIONS/PAYMENTS FOR ELECTIVE BENEFITS (INCLUDES VESTED AND FORFEITED BENEFITS FUNDED IN PRIOR YEARS): LANG, KEVIN J. $3,355.93 THE FOLLOWING INDIVIDUALS RECEIVED SEVERANCE PAYMENT: RONALD DAILEY $280,000 SCHEDULE J, PART II: THE FOLLOWING OFFICERS LISTED ON THE FORM 990, PART VII, LINE 1A OR ON SCHEDULE J, PART II ARE EMPLOYED BY LLUH. LLUH PAYS THE COMPENSATION FOR THESE OFFICERS AND REPORTS THE COMPENSATION AMOUNTS IN THE FORMS W-2 FOR EACH OFFICER. AMOUNTS REPORTED ON THE FORM 990, PART VII, LINE 1A, COLUMNS E AND F, OR ON SCHEDULE J, PART II, COLUMN E REPRESENT TOTAL AMOUNTS OF COMPENSATION RECEIVED BY EACH OFFICER FROM LLUH. THE OFFICERS DO NOT RECEIVE ANY OTHER COMPENSATION AMOUNTS FROM RELATED ORGANIZATIONS. LLUH ALLOCATES THE COMPENSATION AMOUNTS TO THE APPLICABLE RELATED ORGANIZATIONS AND RECEIVES REIMBURSEMENT PAYMENTS PURSUANT TO THE MANAGEMENT CONTRACT. ALLOCATION PERCENTAGES OF THE COMPENSATION PAYMENTS FOR THE OFFICERS ARE AS FOLLOWS: - CARTER, RONALD COMPENSATION: 100% FUNDED BY LLU - HADLEY, HENRY ROGER COMPENSATION: 3% FUNDED BY LLUCH, 12% FUNDED BY LLUMCAND 85% FUNDED BY LLU NET OF $50,000 FUNDED BY LLUHC AND $50,000 FUNDED BY LOMA LINDA UNIVERSITY UROLOGY GROUP AND THE DEPARTMENT OF VETERAN AFFAIRS. SERP BENEFIT: 100% FUNDED BY LLU - HARRIS, DAVID PAUL COMPENSATION: 100% FUNDED BY LLU - HART, RICHARD HENRY COMPENSATION, EXCLUDING SERP BENEFIT: 32% FUNDED BY LLU, 1% FUNDED BY LLUBMC, 12% FUNDED BY LLUCH, 5% FUNDED BY MURRIETA AND 50% FUNDED BY LLUMC SERP BENEFIT: 100% FUNDED BY LLUMC - HEINRICH, KERRY L. COMPENSATION, EXCLUDING INCENTIVE AND SERP BENEFIT: 10% FUNDED BY MURRIETA, 23% FUNDED BY LLUCH, 2% FUNDED BY LLUBMC AND 65% FUNDED BY LLUMC. INCENTIVE AND SERP BENEFIT: 100% FUNDED BY LLUMC - 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 - LANG, KEVIN J. COMPENSATION, EXCLUDING INCENTIVE AND SERP BENEFIT: 49% FUNDED BY LLUMC, 17% FUNDED BY LLUCH, 7% FUNDED BY MURRIETA, 17.5% FUNDED BY LLU, 7.5% FUNDED BY LLUHC, AND 2% FUNDED BY LLUBMC. SERP BENEFIT: 92.5% FUNDED BY LLUMC AND 7.5% FUNDED BY LLUHC. INCENTIVE BENEFIT: 100% FUNDED BY LLUMC - NEAL, RODNEY COMPENSATION: 85% FUNDED BY LLU AND 15% FUNDED BY LLUSS A CALIFORNIA EDUCATIONAL FACILITIES AUTHORITY 521705592 130179JF2 2017-03-09 149174009 FACILITIES ACQUISITION AND CONSTRUCTION, REFUND 2007 BONDS 0 0 0 A 149174009 5829200 886454 27702179 89292835 25463341 1 0 0 1 A 0 0 0 0 0 0 1 A 0 1 0 0 0 0 0 0 1 A 1 LINDA MARIE WILLIAMS FAMILY MEMBER OF RICKY WILLIAMS, AN OFFICER 180954 EMPLOYMENT 0 X 1 204122 APPRAISAL X 1 5000 APPRAISAL X 49245 APPRAISAL X 7 1270769 QUOTED PRICE ON ACTIVE E X 2 578075 APPRAISAL X 2 18665 APPRAISAL X MEDICAL EQUIPMENT 8 222405 APPRAISAL 0 0 1 0 PART I, COLUMN (B): NUMBER OF CONTRIBUTIONS FORM 990, PART VI, SECTION A, LINE 3 EXECUTIVE LEADERSHIP IS EMPLOYED BY LOMA LINDA UNIVERSITY HEALTH (LLUH), A RELATED 501(C)(3) ORGANIZATION. LLUH IS THE SOLE MEMBER OF LOMA LINDA UNIVERSITY. FORM 990, PART VI, SECTION A, LINE 6 LLUH IS THE SOLE MEMBER OF LLU. FORM 990, PART VI, SECTION A, LINE 7A LLUH AS THE SOLE MEMBER MAINTAINS CERTAIN RESERVED POWERS, INCLUDING THE POWER TO APPOINT OR REMOVE TRUSTEES. FORM 990, PART VI, SECTION A, LINE 7B THE POWERS RESERVED BY LLUH AS MEMBER, WHICH MAY ONLY BE EXERCISED BY THE LLUH BOARD UPON THE AFFIRMATIVE VOTE OF TWO-THIRDS OF THE TRUSTEES PRESENT AND VOTING AT ANY REGULAR OR SPECIAL MEETING OF THE BOARD AT WHICH A QUORUM IS PRESENT ARE TO: 1. APPROVE OR RATIFY ALL CHANGES TO THE ARTICLES OF INCORPORATION AND BYLAWS OF LLU, AS CORPORATE MEMBER. 2. APPOINT THE BOARD FOR LLU AS THE MEMBER. 3. APPROVE ANY SIGNIFICANT CHANGE IN THE CORPORATE PURPOSES OF LLU. THE POWERS RESERVED BY LLUH AS MEMBER, WHICH SHALL ONLY BE EXERCISED BY THE LLUH BOARD UPON MAJORITY VOTE OF LLUH'S TRUSTEES PRESENT AND VOTING AT A REGULAR OR SPECIAL MEETING WHENEVER A QUORUM IS PRESENT, ARE TO: 1. REMOVE FROM OFFICE ANY TRUSTEE OF LLU WITH OR WITHOUT CAUSE. 2. APPOINT THE EXECUTIVE VICE PRESIDENT FOR UNIVERSITY AFFAIRS WHO SHALL ORDINARILY SERVE AS THE CHANCELLOR. 3. APPROVE ANY MERGER, CONSOLIDATION, DISSOLUTION, SALE, OR TRANSFER OF MORE THAN TEN MILLION DOLLARS OF THE ASSETS OF LLU. 4. REQUIRE LLU TO HAVE A POLICY FOR BORROWING FUNDS THAT IS CONGRUENT WITH THE LLUH BOARD-APPROVED POLICY ON BORROWING. 5. APPROVE ALL BORROWING OF FIVE MILLION DOLLARS OR MORE BY LLU OR ITS SUBSIDIARIES (SEE BOARD-APPROVED POLICY FOR BORROWING OF FUNDS). 6. APPROVE ANY EXCEPTIONS TO THE POLICY FOR THE BORROWING OF FUNDS BY LLU. 7. APPROVE THE STRATEGIC PLAN OF LLU. 8. APPROVE MAJOR CONSTRUCTION PROJECTS OF LLU. 9. APPROVE INSTITUTES AND CORPORATIONS SUBSIDIARY OF LLU. 10. ACCEPT THE ANNUAL AUDITED FINANCIAL STATEMENTS OF LLU. 11. APPROVE THE ANNUAL OPERATING AND CAPITAL BUDGETS OF LLU. 12. APPROVE THE LLU CONTRACTING GUIDELINES. 13. APPROVE RECOMMENDATIONS FROM LLU AND ITS SUBSIDIARIES FOR BUSINESS DEVELOPMENT PLANS AND ACTIVITIES. 14. REQUIRE LLU TO HAVE A COMPLIANCE PROGRAM. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS REVIEWED BY INTERNAL AUDIT, MANAGEMENT, THE AUDIT COMMITTEE AND BOARD OF TRUSTEES FOR REVIEW AND COMMENTS PRIOR TO FILING. HOWEVER, THE FORM 990-T WILL NOT BE AVAILABLE FOR BOARD REVIEW PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C GENERAL COUNSEL ANNUALLY OBTAINS STATEMENT OF DISCLOSURE FROM TRUSTEES, OFFICERS, ADMINISTRATORS, KEY EMPLOYEES, AND OTHERS WHO MAKE OR AFFECT SIGNIFICANT DECISIONS AND REVIEWS THE FINDINGS WITH APPROPRIATE BOARDS AND COMMITTEES. THE BOARD OF TRUSTEES MAKES THE DECISIONS REGARDING QUESTIONS WHICH HAVE NOT BEEN SATISFACTORILY ANSWERED AFTER ADMINISTRATIVE CONSIDERATION. THE GENERAL CONFERENCE AUDITING DEPARTMENT ANNUALLY AUDITS COMPLIANCE WITH THIS POLICY. FORM 990, PART VI, SECTION B, LINE 15B THE FILING ORGANIZATION DOES NOT DETERMINE COMPENSATION FOR THE ORGANIZATION'S PRESIDENT. COMPENSATION IS SET BY A RELATED ORGANIZATION, THEREFORE QUESTION 15A IS "NO" IN ACCORDANCE WITH THE FORM INSTRUCTIONS. LLUH, LLU'S PARENT ORGANIZATION, EMPLOYS AN INDEPENDENT OUTSIDE CONSULTING FIRM TO BENCHMARK COMPENSATION FOR LLUH EMPLOYEES, INCLUDING THE CEO AND TOP MANAGEMENT. LLUH PROVIDES MANAGEMENT SERVICES FOR LLU. THE LLUH EXECUTIVE COMPENSATION COMMITTEE USES THE RESULTS OF THE INDEPENDENT SURVEY TO ESTABLISH PAY SCALES FOR THE NEXT FISCAL YEAR. THE EXECUTIVE COMPENSATION COMMITTEE SETS THE TOTAL COMPENSATION BELOW THE INDUSTRY MEAN AND MEDIAN AMOUNTS PROVIDED IN THE SURVEY. THE EXECUTIVE COMPENSATION COMMITTEE IS COMPOSED OF TRUSTEES APPOINTED BY THE LLUH BOARD WHO ARE INDEPENDENT OF LLUH'S MANAGEMENT. THE EXECUTIVE COMPENSATION COMMITTEE IS APPOINTED BY THE LLUH BOARD OF TRUSTEES TO HAVE DIRECT RESPONSIBILITY FOR ESTABLISHING COMPENSATION, POLICIES, AND BENEFITS FOR THE SENIOR EXECUTIVES OF LLUH. THE COMMITTEE'S PROCESS INCLUDES CONTEMPORANEOUS SUBSTANTIATION OF DELIBERATIONS AND DECISIONS. FOR KEY EMPLOYEES OTHER THAN THE OFFICERS AS WELL AS EMPLOYEES IN LEADERSHIP POSITIONS, LLU MANAGEMENT, THROUGH THE HUMAN RESOURCE DEPARTMENT, OBTAINS THE SERVICES OF AN INDEPENDENT CONSULTING FIRM TO CONDUCT NATIONWIDE COMPENSATION SURVEYS. MANAGEMENT USES THE COMPARABLE BENCHMARKS IN THE SURVEY RESULTS TO ESTABLISH OR REVIEW PAY SCALES FOR THE POSITION. THIS SURVEY, CONDUCTED BY THE INDEPENDENT CONSULTING FIRM, IS PERFORMED FOR THE ORGANIZATION EVERY TWO YEARS. INTERNALLY, THE HUMAN RESOURCE DEPARTMENT CONDUCTS ANNUAL SURVEYS USING AT LEAST THREE SURVEY RESULTS 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 PROVOST/COO, LLU HELD BY CARTER, RONALD. THIS PROCESS WAS LAST UNDERTAKEN IN DECEMBER OF 2016 FOR THE POSITION OF EVP LLUH, CEO UHS, DEAN SCHOOL OF MEDICINE HELD BY HADLEY, HENRY ROGER. THIS PROCESS WAS LAST UNDERTAKEN IN DECEMBER OF 2016 FOR THE POSITION OF VP/CIO, LLU HELD BY HARRIS, DAVID PAUL. 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 SVP, RISK MANAGEMENT & HR HELD BY HUBBARD, MARK LEE. 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 DECEMBER OF 2016 FOR THE POSITION OF SVP, ADMINISTRATION/ CFO LLU HELD BY NEAL, RODNEY. THIS PROCESS WAS LAST UNDERTAKEN IN DECEMBER OF 2016 FOR THE POSITION OF VP, STUDENT SERVICES, LLU HELD BY WILLIAMS, RICKY EUGENE. THIS PROCESS WAS LAST UNDERTAKEN IN DECEMBER OF 2016 FOR THE POSITION OF VP STUDENT SERVICES HELD BY WILLIAMS, RICKY EUGENE. FORM 990, PART VI, SECTION C, LINE 19 LLU WILL MAKE ITS GOVERNING DOCUMENTS AND CONFLICT OF INTEREST POLICY AVAILABLE TO THE PUBLIC UPON REQUEST. THE CONFLICT OF INTEREST POLICY IS ALSO POSTED ON THE ORGANIZATION'S INTERNAL WEBSITE FOR EMPLOYEES. AUDITED FINANCIAL STATEMENTS ARE MADE AVAILABLE TO THE PUBLIC UPON REQUEST AND ARE AVAILABLE ON ITS WEBSITE. FORM 990, PART VII, LINE 1A: FOR EMPLOYEES OF LLUAHSC OR LLUAHSC AFFILIATES (ORGANIZATION(S)) RELATED TO THE FILING ORGANIZATION WHO DEVOTE LESS THAN FULL-TIME TO THE FILING ORGANIZATION (BASED UPON THE AVERAGE NUMBER OF HOURS PER WEEK SHOWN IN PART VII, SECTION A, COLUMN (B) OF THE RETURN) THE COMPENSATION AMOUNTS SHOWN IN COLUMNS (E) AND (F) WERE PROVIDED IN CONJUNCTION WITH THEIR RESPONSIBILITIES AND ROLES IN OTHER POSITIONS FOR ORGANIZATIONS RELATED TO THE FILING ORGANIZATION. THESE INDIVIDUALS EACH DEVOTE APPROXIMATELY 50 HOURS PER WEEK SERVING IN THEIR RESPECTIVE POSITIONS WITHIN THE ORGANIZATION. FORM 990, PART XI, LINE 9: UNRELATED BUSINESS INCOME FROM PARTNERSHIPS 1,624,331. 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