2018-11-15T15:34:02-06:00 2017-12-31 952662063 ROGERS ANDERSON MALODY & SCOTT LLP 735 E CARNEGIE DRIVE SUITE 100 SAN BERNARDINO CA 92408 990 2017-01-01 951744348 ALUMNI ASSOCIATION OF THE SCHOOL OF MEDICINE OF LOMA LINDA UNIVERSITY INC ALUM 9095584633 11245 ANDERSON STREET NO 200 LOMA LINDA CA 92354 CALVIN CHUANG EXECUTIVE DIRECTOR 9095584633 2018-11-14 1 BRADFERD A WELEBIR CPA P00383601 9098890871 173.227.38.201 2018-11-14 12:42:05 PS P DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 8904EEAA0F3EA4DADC334EB9CDD39CC8A1BE224F 2017 2019-02-21 02:37:17Z CALVIN CHUANG 11245 ANDERSON STREET NO 200 LOMA LINDA CA 92354 2161285 0 X WWW.LLUSMAA.ORG X 1932 CA THE ALUMNI ASSOCIATION PROMOTES AND SUPPORTS THE SCHOOL OF MEDICINE OF LOMA LINDA UNIVERSITY, ITS FACULTY, STUDENTS, AND GLOBAL ALUMNI COMMUNITY IN CHARITABLE, RELIGIOUS, EDUCATIONAL, AND SCIENTIFIC ACTIVITIES. 39 38 9 0 47018 -7976 1534297 1753865 0 0 119149 77036 111990 137529 1765436 1968430 1372088 474041 0 0 385932 397209 0 0 0 375373 887230 2133393 1758480 -367957 209950 3346530 3850486 455330 755271 2891200 3095215 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 494615 117433 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. 658752 281569 MISSION: THE ORGANIZATION ADMINISTERS FUNDS THAT SUPPORT MISSION PROJECTS TO SERVE UNDERPRIVILEGED COMMUNITIES IN NEED OF MEDICAL ATTENTION AROUND THE GLOBE. 452222 75040 SCHOLARSHIPS: THE ORGANIZATION ADMINISTERS PROGRAMS TO PROVIDE SCHOLARSHIPS AND GRANTS TO EXISTING STUDENT MEMBERS. 1605589 1 1 0 0 0 0 0 0 0 1 1 0 0 0 0 0 1 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 12 0 1 9 1 1 1 0 0 0 0 0 0 0 0 0 X 39 38 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 NO 200 LOMA LINDA CA 92354 DEBRA STOTTLEMYER MD DIRECTOR 2.00 X 0 0 0 JON KATTENHORN MD DIRECTOR 2.00 X 0 0 0 DONNA CARLSON MD DIRECTOR 2.00 X 0 0 0 GINA MOHR MD DIRECTOR 2.00 X 0 0 0 DAVID CREAMER MD DIRECTOR 2.00 X 0 0 0 INGRID BLOMQUIST MD DIRECTOR 2.00 1.00 X 0 0 0 RONNY GHAZAL 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 GEORGE CHENG 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 ERIKA KINNE MD DIRECTOR 1.00 X 0 0 0 KATHLEEN CLEM MD DIRECTOR 1.00 X 0 0 0 TAKKIN LO MD DIRECTOR 1.00 X 0 0 0 MIKE MATUS MD DIRECTOR 1.00 X 0 0 0 CAY PAW DIRECTOR 2.00 X 0 0 0 ELWYN REXINGER MD DIRECTOR 1.00 X 0 0 0 NAVEEN SOLOMON 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 RODNEY WILLARD MD DIRECTOR 2.00 X 0 0 0 ANTON HASSO MD PRESIDENT 2.00 2.00 X 0 0 0 TAMMI THOMAS MD PRESIDENT ELECT 2.00 2.00 X 0 0 0 MARK E REEVES MD PAST PRESIDENT 2.00 2.00 X 0 0 0 H DEL SCHUTTE MD CHIEF FINANCIAL OFFICER 2.00 1.00 X 0 0 0 CALVIN CHUANG EXECUTIVE DIRECTOR 36.00 4.00 X 86422 0 11907 86422 0 11907 0 0 0 0 0 103873 78094 200000 1371898 67536 1753865 77041 77041 95661 92671 2990 2990 2990 3000 466 3000 471 0 -5 -5 -5 96713 78094 96713 0 MANAGEMENT FEES 541610 79905 79905 PUBLICATION INCOME 511120 47018 47018 OTHER INCOME 900099 7616 7616 134539 1968430 87516 47018 80031 192472 192472 281569 281569 86422 77780 8642 225258 202732 22526 22439 20195 2244 35912 32321 3591 27178 24460 2718 41399 37259 4140 24890 24890 65971 65971 4115 4115 3315 3315 3576 3576 663009 663009 7163 7163 PUBLICATION 54993 54993 NEUFELD G&A 18799 18799 1758480 1605589 152891 0 85596 156426 1085627 1092208 104606 416218 5408 17900 912165 682050 254462 230115 1810831 1937619 3346530 3850486 173874 206180 93233 103234 188223 445857 455330 755271 X 343959 292539 2145457 2400892 401784 401784 2891200 3095215 3346530 3850486 209950 -5936 0 X X 0 1 X 1 0 X 2832510 2248900 1661639 1534297 1714851 9992197 112938 117520 118247 118945 95661 563311 2945448 2366420 1779886 1653242 1810512 10555508 108500 75000 8400 145000 85000 421900 0 108500 75000 8400 145000 85000 421900 10133608 281258 113656 93644 128442 77041 694041 281258 113656 93644 128442 77041 694041 87135 80248 86871 92357 134545 481156 3313841 2560324 1960401 1874041 2022098 11730705 0.86390 0.87800 0.05920 0.06220 X SCHEDULE A, PART III, LINE 12, EXPLANATION OF OTHER INCOME: MANAGEMENT FEES - 2013 AMOUNT: $ 67,481. 2014 AMOUNT: $ 45,313. 2015 AMOUNT: $ 66,763. 2016 AMOUNT: $ 76,416. 2017 AMOUNT: $ 79,905. OTHER INCOME - 2013 AMOUNT: $ 5,376. 2014 AMOUNT: $ 8,410. 2015 AMOUNT: $ 2,337. 2016 AMOUNT: $ 1,837. 2017 AMOUNT: $ 8,082. PUBLICATION INCOME - 2013 AMOUNT: $ 14,278. 2014 AMOUNT: $ 26,525. 2015 AMOUNT: $ 17,771. 2016 AMOUNT: $ 14,104. 2017 AMOUNT: $ 46,558. 635704 32900 25864 18799 675669 609992 5000 27212 6500 635704 424847 18338 443185 384958 39889 424847 434065 -49107 384958 0 0 125000 125000 591641 529562 62079 69707 47044 22663 125817 105444 20373 230115 2055637 -5936 93143 87207 1968430 0 1968430 1851622 93142 93142 1758480 0 1758480 PART XI, LINE 2D - OTHER ADJUSTMENTS: RENTAL EXPENSE INCLUDED ON STATEMENT OF REVENUE 92,671. LOSS ON FIXED ASSETS 472. PART XII, LINE 2D - OTHER ADJUSTMENTS: RENTAL EXPENSES INCLUDED ON STATEMENT OF REVENUE 92,671. LOSS ON FIXED ASSETS 471. 0 SOUTH AMERICA - ARGENTINA, BOLIVIA, BRAZIL, CHILE, COLUMBIA, ECUADOR, 0 0 PROGRAM SERVICES GENERAL SUPPORT 68688 EAST ASIA AND THE PACIFIC - AUSTRALIA, BRUNEI, BURMA, CAMBODIA, 0 0 PROGRAM SERVICES GENERAL SUPPORT AND SCHOLARSHIP DONATIONS 70497 SUB-SAHARAN AFRICA - ANGOLA, BENIN, BOTSWANA, BURKINA, FASO, 0 0 PROGRAM SERVICES GENERAL SUPPORT 44534 0 0 0 0 0 0 183719 0 183719 EAST ASIA AND THE PACIFIC - AUSTRALIA, BRUNEI, BURMA, CAMBODIA, GENERAL SUPPORT 60915 WIRE TRANSFER SUB-SAHARAN AFRICA - ANGOLA, BENIN, BOTSWANA, BURKINA FASO, GENERAL SUPPORT 12000 WIRE TRANSFER SOUTH AMERICA - ARGENTINA, BOLIVIA, BRAZIL, CHILE, COLUMBIA, ECUADOR, GENERAL SUPPORT 50764 WIRE TRANSFER EAST ASIA AND THE PACIFIC - AUSTRALIA, BRUNEI, BURMA, CAMBODIA, GENERAL SUPPORT 9582 WIRE TRANSFER SOUTH AMERICA - ARGENTINA, BOLIVIA, BRAZIL, CHILE, COLUMBIA, ECUADOR, GENERAL SUPPORT 8424 WIRE TRANSFER SUB-SAHARAN AFRICA - ANGOLA, BENIN, BOTSWANA, BURKINA FASO, GENERAL SUPPORT 32534 WIRE TRANSFER SOUTH AMERICA - ARGENTINA, BOLIVIA, BRAZIL, CHILE, COLUMBIA, ECUADOR, GENERAL SUPPORT 9500 WIRE TRANSFER 7 0 0 0 0 0 0 PART I, LINE 2: THE SUPPORT OF FOREIGN ORGANIZATIONS IS ALUMNI DRIVEN, 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 HAS THE ABILITY TO VERIFY THE LEGITIMACY OF THE FOREIGN ORGANIZATIONS THROUGH ITS WORLD CHURCH CONNECTION. THE ORGANIZATION RECEIVED PERIODIC UPDATES FROM THE FOREIGN ORGANIZATIONS IN REGARDS TO HOW THE GRANTS AND DONATIONS WERE BEING USED AND THE PROGRESS ON CERTAIN PROJECTS IT SUPPORTED. APC EVENT 174807 78094 96713 96713 174807 78094 96713 96713 96713 0 1 LOMA LINDA UNIVERSITY FOUNDATION 11130 ANDERSON STREET BC-201 LOMA LINDA CA 92354 951816009 501(C)(3) 192472 GENERAL SUPPORT 1 PART I, LINE 2: THE SUPPORT OF THE ORGANIZATIONS IS ALUMNI DRIVEN, AND THE ALUMNI EITHER REFER THE ORGANIZATIONS OR GET INVOLVE IN THE MISSION THEMSELVES. MOST OF THE ORGANIZATIONS ARE THE SDA WORLD CHURCH AFFILIATED, AND THE ALUMNI ASSOCIATION HAS THE ABILITY TO VERIFY THE LEGITIMACY OF THE ORGANIZATIONS THROUGH ITS WORLD CHURCH CONNECTION. THE ORGANIZATION RECEIVED PERIODIC UPDATES FROM THE ORGANIZATIONS IN REGARDS TO HOW THE GRANTS AND DONATIONS WERE BEING USED AND THE PROGRESS ON CERTAIN PROJECTS IT SUPPORTED. X 601 67536 FMV 0 0 0 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 ARE ASSOCIATED WITH THE LOMA LINDA UNIVERSITY SCHOOL OF MEDICINE. ASSOCIATE MEMBERS ARE STUDENTS 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 19 THE ORGANIZATION PROVIDE ITS GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS TO THE PUBLIC UPON REQUEST. PART XII, LINE 2C: THE PROCESS HAS NOT CHANGED SINCE THE PRIOR YEAR. ASSOCIATION OF INTERNATIONAL MEDICAL SERVICES INC 11245 ANDERSON ST 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 ST STE 200 LOMA LINDA CA 92354 237069974 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 INCOF THE ALUMNI ASSOC SCHOOL OF MEDICINE OF LLU INC B 662233 CASH HOLDING FUND INCOF THE ALUMNI ASSOC SCHOOL OF MEDICINE OF LLU INC C 200000 CASH ASSOCIATION OF INTERNATIONAL MEDCIAL SERVICES INC L 13944 CASH