2018-05-15T14:50:33-05:00 2017-06-30 910189318 Moss Adams LLP 3121 W March Ln Ste 200 Stockton CA 952192367 990 2016-07-01 951816009 Loma Linda University LOMA 9095584515 11145 Anderson Street No 205 Loma Linda CA 92350 Rodney Neal SENIOR VICE PRESIDENT 9095584515 2018-05-15 1 Tracy S Paglia P00366884 2099556100 2018-05-15 2016 2022-09-23 18:48:47Z Richard H hart 11175 Campus St Ste 11006 Loma Linda CA 92354 1473520278 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. 36 33 3235 36 -1647731 -2735878 46388477 41103388 190707750 191580456 39224285 26543810 35849693 36678471 312170205 295906125 18143983 17045538 0 0 173664165 169295826 0 0 3511840 118216259 111500091 310024407 297841455 2145798 -1935330 1331668433 1489889660 653294243 778021039 678374190 711868621 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 40544186 5759685 43130996 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 "INLAND 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. 60758705 796588 62138190 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. 25769158 845730 26331011 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. 112442978 9643535 59980259 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. 112442978 9643535 59980259 239515027 1 1 0 0 0 1 0 1 0 1 1 1 0 1 1 1 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 0 0 0 1 1 1 1 0 0 1 724 0 1 3235 1 1 1 0 0 0 0 1 1 0 0 0 0 0 0 0 X 36 33 0 1 0 0 1 1 1 1 1 0 0 1 1 1 1 1 1 1 1 1 1 CA X X Rodney Neal 9095584543 11145 Anderson Street BC 205 Loma Linda CA 92350 Richard H Hart Trustee, President 25.00 26.00 X X 0 474832 51589 Henry R Hadley Trustee, Dean 25.00 26.00 X 0 465902 54554 Kerry Heinrich Trustee 1.00 50.00 X 0 1524103 0 Lisa Beardsley-Hardy Trustee 1.00 1.00 X 0 250 0 Shirley Chang Trustee 1.00 1.00 X 0 250 0 Richard Chinnock Trustee 1.00 1.00 X 0 0 0 Jere Chrispens Trustee 1.00 1.00 X 0 250 0 Wilfredo Coln Trustee 1.00 1.00 X 0 250 0 Lowell C Cooper Chair (thru 12/31/16) 1.00 1.00 X X 0 0 0 Sheryl Dodds Trustee 1.00 1.00 X 0 250 0 Steven Filler Trustee 1.00 1.00 X 0 250 0 Ricardo Graham Trustee 1.00 1.00 X 0 250 0 Wayne Harris Trustee 1.00 1.00 X 0 250 0 Douglas Hegstad Trustee 1.00 1.00 X 0 0 0 Daniel Jackson VICE CHAIR 1.00 1.00 X X 0 250 0 Mark Johnson Trustee 1.00 1.00 X 0 250 0 Melissa Kidder Trustee 1.00 1.00 X 0 0 0 Peter N Landless Trustee 1.00 1.00 X 0 250 0 Robert Lemon Trustee 1.00 1.00 X 0 250 0 Thomas Lemon CHAIR 1.00 1.00 X X 0 250 0 Robert Martin Trustee 1.00 1.00 X 0 0 0 Patrick Minor Trustee 1.00 1.00 X 0 250 0 Larry Moore Trustee 1.00 1.00 X 0 250 0 GT Ng Trustee 1.00 1.00 X 0 250 0 Ricardo Peverini Trustee 1.00 1.00 X 0 0 0 Juan Prestol-Puesan Trustee 1.00 1.00 X 0 250 0 Scott Reiner Trustee 1.00 1.00 X 0 250 0 Herbert Ruckle Trustee 1.00 1.00 X 0 0 0 Eunmee Shim Trustee 1.00 1.00 X 0 250 0 Ron Smith Trustee 1.00 1.00 X 0 250 0 Max Trevino Trustee 1.00 1.00 X 0 250 0 Eric Tsao Trustee 1.00 1.00 X 0 250 0 Thomas Werner Trustee 1.00 1.00 X 0 250 0 David Williams Trustee 1.00 1.00 X 0 250 0 Ted Wilson Trustee 1.00 1.00 X 0 250 0 Roger Woodruff Trustee 1.00 1.00 X 0 0 0 Ronald L Carter Provost 49.00 1.00 X 263246 0 35912 Rodney Neal Senior Vice President 49.00 2.00 X 264558 0 48780 Kevin J Lang Chief Financial Officer 9.00 42.00 X 0 1017015 67589 David P Harris Vice President 50.00 X 187037 0 41857 Ricky E Williams Vice President 50.00 X 0 194565 44085 Myrna Hanna Corporate Secretary 5.00 45.00 X 0 159691 29065 Mark Reeves Vice President (Thru 7/16) 50.00 X 0 282089 44570 Ronald Dailey Dean 50.00 X 275179 0 23424 Robert A Handysides Dean 50.00 X 232909 0 22431 Anthony Zuccarelli Director (Retired 7/1/17) 50.00 X 159302 0 21077 Craig R Jackson Dean 50.00 X 171472 0 21310 Geoffrey Gardiner Professor 50.00 X 635376 0 0 Alan Herford Professor 50.00 X 473175 0 28077 R Bruce Walter Professor 50.00 X 423107 0 26886 John Leyman Professor 50.00 X 400229 0 25659 Dezireh Sevanesian Professor 50.00 X 384062 0 24836 Mark Hubbard Former Assistant Secretary 50.00 X 0 573121 59106 Angela Lalas Former Assistant Secretary 50.00 1.00 X 0 392362 50719 Donald Wright Former Assistant Secretary 50.00 X 0 109437 13379 Kevin Fischer Former Assistant Secretary 50.00 X 0 186156 31417 Charles Goodacre Former Dean 50.00 X 115507 0 13534 Marilyn Herrmann Former Dean 50.00 X 101529 0 7767 4086688 5385523 787623 243 1 1 0 Layton Construction Co Inc 9090 S Sandy Pkwy Sandy UT 84070 Construction Services 31683281 LLUAHSC Department of Risk Management 101 E Redlands Blvd San Bernardino CA 92408 Self-Insurance Services 22168659 Faculty Physicians & Surgeons of LLUSM 11175 Campus Street Loma Linda CA 92354 Faculty and School Administration 9346108 Loma Linda University Medical Center 11234 Anderson St Loma Linda CA 92354 Healthcare Services 7518286 LLUASHC po box 1802 PROVIDENCE RI 02901 educational services 3058961 198 8059668 14964836 18078884 1939000 41103388 Tuition and Fees 611600 160051760 160051760 Clinic Income 621400 20797829 20797829 REsearch Contract 541700 9475813 9475813 Student Loan Interest 611600 1255054 1255054 191580456 19019027 -2525385 21544412 756277 756277 11155892 7907704 3248188 3248188 3248188 1169638000 150 1162113367 0 7524633 150 7524783 7524783 10113218 7593082 2520136 810313 1709823 Independent Operations 445100 12606784 63650 12543134 Power Plant 221000 11331690 11331690 Insurance Refund 900099 285901 285901 5929495 3691 5925804 30153870 295906125 191580456 -1647731 64870012 5817283 5817283 11228255 11228255 1469338 927105 542233 175539 175539 125152527 110676797 14475730 10349955 9152824 1197131 23678196 20885802 2792394 8470271 7459950 1010321 676986 676986 208553 208553 5352500 5352500 21745794 12085027 6148927 3511840 935466 885042 50424 13674170 10865691 2808479 2528260 1924689 603571 22899371 14551037 8348334 3299728 2911952 387776 1211249 1039616 171633 6855331 4356110 2499221 18158787 11538709 6620078 558235 130947 427288 Clinic & Research Suppl 8694604 8694604 Research Subcontractors 1594720 1594720 3106337 2788867 317470 297841455 239515027 54814588 3511840 37050 38760 9689266 64892362 13381286 8579000 33885185 53060169 2742493 2550256 14507178 17417275 960657381 299521738 564672149 661135643 342328454 316873563 96023656 99754136 48160069 46701000 206241647 218887496 1331668433 1489889660 69908760 71604000 18266805 35119558 30440000 189427276 19938648 20175976 60104061 0 454635969 461694229 653294243 778021039 X 208824509 194693621 246827780 256388000 222721901 260787000 678374190 711868621 1331668433 1489889660 X -1935330 32904376 2525385 X 0 1 X 1 1 1 X 57005318 52621086 86601270 46388477 41103388 283719539 57005318 52621086 86601270 46388477 41103388 283719539 283719539 30912345 30068180 37931005 50979122 33456581 183347233 41446006 36299261 37068680 39342314 39393125 193549386 660616158 938640929 0.42950 0.43940 X Schedule A, Part II, Line 10, Explanation of Other Income: Other Income - 2012 Amount: $ 32,761,994. 2013 Amount: $ 29,356,352. 2014 Amount: $ 27,446,838. 2015 Amount: $ 29,531,366. 2016 Amount: $ 30,090,220. Gross receipts from inventory sale - 2012 Amount: $ 8,684,012. 2013 Amount: $ 6,942,909. 2014 Amount: $ 9,621,842. 2015 Amount: $ 9,810,948. 2016 Amount: $ 9,302,905. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 10 0 34000 0 17807 0 4845802 0 1 1 0 380410 0 0 X 0 338974038 4521416 29907694 17958794 355444354 357945745 4487938 -1643328 21816317 338974038 324866407 34494182 7536239 8951083 357945745 272174358 25034784 31585027 189846 3737916 324866407 235224364 5672223 34421131 388 3142972 272174358 0.14250 0.71510 0.14240 0 0 18801487 18801487 389253767 350355302 170627021 568982048 37515163 16028501 21486662 124429598 111809626 12619972 40302064 1056590 39245474 661135643 65670280 F Hedge Funds 16054692 F Other 18029164 F 99754136 Irrevocable Trusts 45359187 Other Assets 5810069 First Trusts Deeds 87745063 Intercompany Loans 58802546 Advances to/from LLUH-SB 21170631 218887496 Annuities, Trusts and Agencies 4634928 Trusts Liabilities 21576739 Amounts Held for Others 405182058 Non-Operating Liability 30300504 461694229 X 330659530 32904376 18026171 50930547 279728983 5295485 10881657 16177142 295906125 297165099 15500786 15500786 281664313 5295485 10881657 16177142 297841455 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. Part X, Line 2: The Internal Revenue Service has ruled that LLU and LLUH-SB qualify under Section 501(c)(3) of the Internal Revenue Code and is therefore not subject to income taxes for activities related to its exempt programs. Management is not aware of any event which would cause the University to be disqualified in operation. LLU had no unrecognized tax benefits at June 30, 2017 and 2016. The University files an exempt organization return and applicable unrelated business income tax return in the U.S. federal jurisdiction and with the California Franchise Tax Board. Part XI, Line 2d - Other Adjustments: Net Rental Expenses Transferred to Net Rental Income 7,907,704. Cost of Goods Sold Transferred to Net Income/(Loss) 7,593,082. Unrelated business income from partnership 2,525,385. Part XI, Line 4b - Other Adjustments: Student Aid 10,595,756. Insurance Refunded Netted Against Expenses on Books 285,901. Part XII, Line 2d - Other Adjustments: Net Rental Expenses Transferred to Net Rental Income 7,907,704. Cost of Goods Sold Transferred to Net Income/(Loss) 7,593,082. Part XII, Line 4b - Other Adjustments: Student Aid 10,595,756. Insurance Refund Netted Against on Books 285,901. 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 9 Program services Sending agents of the organization to attend and speak at seminars and confer 16756 Central America and the Caribbean 0 63 Program services Consultations, Clinical service, Workshops, Research, Teaching, Meetings 98455 Central America and the Caribbean 0 1 Fundraising 2154 Central America and the Caribbean 0 2 Program services Conducting board meetings 2013 Central America and the Caribbean 0 0 Investments 32301509 East Asia and the Pacific 0 72 Program services Clinical service, teaching, consultations, meetings, research, mission trips 234622 East Asia and the Pacific 0 36 Program services Sending agents of the organization to attend and speak at seminars and conferences 110327 Europe (including Iceland and Greenland) 0 46 Program services Consultations, meetings, Research, Student recruitment, workshops, projects 101848 Europe (including Iceland and Greenland) 0 0 Investments 167968 Middle East and North Africa 0 3 Program services Sending agents of the organization to attend and speak at seminars and conferences 780 Middle East and North Africa 0 2 Program services Consultation, student recruitment 9450 North America (Canada and Mexico) 0 39 Program services Meetings, consultations, student recruitment, workshops, mission trips 22137 North America (Canada and Mexico) 0 35 Program services Sending agents of the organization to attend and speak at seminars and conferences 78582 North America (Canada and Mexico) 0 24 Program services Sending agents of the organization to attend and speak at seminars and conferences 60446 North America (Canada and Mexico) 0 0 Investments 3752543 Russia and Neighboring States 0 2 Program services Sending agents of the organization to attend and speak at seminars and conferences 3255 Russia and Neighboring States 0 3 Program services consultation, meetings 5200 South America 0 3 Program services Sending agents of the organization to attend and speak at seminars and conferences 5480 South America 0 12 Program services consultation, clinical service, meetings, mission trips, research teaching 25160 South Asia 0 3 Program services Sending agents of the organization to attend and speak at seminars and conferences 8750 South Asia 0 11 Program services consultations, meetings, research, workshops, teaching 41892 Sub-Saharan Africa 0 3 Program services Sending agents of the organization to attend and speak at seminars and conferences 4050 Sub-Saharan Africa 0 41 Program services clinical service, teaching, student class, mission trip, consultations 134223 Sub-Saharan Africa 0 7 Program services Conducting board meetings 12750 0 229 0 188 0 417 32867684 4332666 37200350 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 3344523 Support building of healthcare and educational facility in underserved area Loma Linda University Childrens Hospital 11234 Anderson St Loma Linda CA 92354 463214504 501(c)3 10300 General support Loma Linda Academy 10656 Anderson St Loma Linda CA 92354 951831069 501(c)3 35292 General support Oakwood University 7000 Adventist Blvd Huntsville AL 35810 630366652 501(c)3 8000 General support Social Action Community Health System 1455 E Third St San Bernardino CA 92410 330664371 501(c)3 500300 Support of healthcare services to underserved area 5 0 School of Allied Health Professions 179 739036 School of Dentistry 95 660349 School of Medicine 337 4453718 School of Nursing 339 675040 School of Pharmacy 48 231525 School of Religion 35 221250 School of Behavioural Health 140 759992 Non-School Specific Grants 2160 3370681 School of Public Health 56 116664 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. 0 1 0 0 0 0 0 0 0 Richard H Hart Trustee, President 0 391000 0 0 0 83832 0 30466 0 21123 0 526421 0 0 Henry R Hadley Trustee, Dean 0 367571 0 0 0 98331 0 30362 0 24192 0 520456 0 0 Kerry Heinrich Trustee 0 1524103 0 0 0 0 0 0 0 0 0 1524103 0 0 Ronald L Carter Provost 224013 0 0 0 39233 0 14848 0 21064 0 299158 0 0 0 Rodney Neal Senior Vice President 238000 0 0 0 26558 0 27344 0 21436 0 313338 0 0 0 Kevin J Lang Chief Financial Officer 0 637000 0 86660 0 293355 0 38338 0 29251 0 1084604 0 0 David P Harris Vice President 174000 0 0 0 13037 0 20846 0 21011 0 228894 0 0 0 Ricky E Williams Vice President 0 171000 0 0 0 23565 0 21709 0 22376 0 238650 0 0 Myrna Hanna Corporate Secretary 0 124575 0 14900 0 20216 0 17185 0 11880 0 188756 0 0 Mark Reeves Vice President (Thru 7/16) 0 260000 0 0 0 22089 0 34450 0 10120 0 326659 0 0 Ronald Dailey Dean 271118 0 400 0 3661 0 11940 0 11484 0 298603 0 0 0 Robert A Handysides Dean 171995 0 400 0 60514 0 10947 0 11484 0 255340 0 0 0 Anthony Zuccarelli Director (Retired 7/1/17) 153254 0 3471 0 2577 0 9593 0 11484 0 180379 0 0 0 Craig R Jackson Dean 170310 0 400 0 762 0 9826 0 11484 0 192782 0 0 0 Geoffrey Gardiner Professor 0 0 0 0 635376 0 0 0 0 0 635376 0 0 0 Alan Herford Professor 163738 0 400 0 309037 0 16593 0 11484 0 501252 0 0 0 R Bruce Walter Professor 84947 0 400 0 337760 0 15402 0 11484 0 449993 0 0 0 John Leyman Professor 89327 0 2769 0 308133 0 14859 0 10800 0 425888 0 0 0 Dezireh Sevanesian Professor 76544 0 1979 0 305539 0 14396 0 10440 0 408898 0 0 0 Mark Hubbard Former Assistant Secretary 0 367000 0 49420 0 156701 0 31852 0 27254 0 632227 0 0 Angela Lalas Former Assistant Secretary 0 292500 0 35952 0 63910 0 29182 0 21537 0 443081 0 0 Donald Wright Former Assistant Secretary 0 87711 0 8745 0 12981 0 13379 0 0 0 122816 0 0 Kevin Fischer Former Assistant Secretary 0 149538 0 14198 0 22420 0 19537 0 11880 0 217573 0 0 Charles Goodacre Former Dean 67662 0 200 0 47645 0 8314 0 5220 0 129041 0 0 0 Marilyn Herrmann Former Dean 96379 0 200 0 4950 0 7767 0 0 0 109296 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, Line 4b NET FLEX PLAN CREDITS PAID TO EMPLOYEE IN CASH: HADLEY, HENRY ROGER $58,172.54 HART, RICHARD HENRY $60,724.58 HUBBARD, MARK LEE $48,880.41 LALAS, ANGELA MANALO $34,175.26 LANG, KEVIN J. $119.514.09 EMPLOYER CONTRIBUTIONS/PAYMENTS FOR ELECTIVE BENEFITS (INCLUDES VESTED AND FORFEITED BENEFITS FUNDED IN PRIOR YEARS): LANG, KEVIN J. $3,355.93 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 IS EMPLOYED BY LLUH. HIS COMPENSATION IS 100% FUNDED BY LOMA LINDA UNIVERSITY. - HADLEY, HENRY ROGER COMPENSATION: $50,000 FUNDED BY LOMA LINDA UNIVERSITY HEALTH CARE (LLUHC) PRIVATE PRACTICE COMPENSATION: FUNDED BY LOMA LINDA UNIVERSITY UROLOGY GROUP AND THE DEPARTMENT OF VETERAN AFFAIRS COMPENSATION IN EXCESS OF THE $50,000 FUNDED BY LLUHC AND THE PRIVATE PRACTICE COMPENSATION: 100% FUNDED BY LLU. - HARRIS, DAVID PAUL IS EMPLOYED BY LLUH. HIS COMPENSATION IS 100% FUNDED BY LOMA LINDA UNIVERSITY. - HART, RICHARD HENRY COMPENSATION, EXCLUDING SERP BENEFIT: 50% FUNDED BY LLU AND 50% FUNDED BY LLUMC SERP BENEFIT: 100% FUNDED BY LLUMC. - HUBBARD, MARK LEE COMPENSATION, EXCLUDING INCENTIVE AND SERP BENEFIT: 20% FUNDED BY LLUH'S RISK MANAGEMENT DEPARTMENT AND 80% FUNDED BY LLUMC. INCENTIVE AND SERP BENEFIT: 100% FUNDED BY LLUMC - LALAS, ANGELA MANALO COMPENSATION, EXCLUDING INCENTIVE AND SERP BENEFIT: 20% FUNDED BY LLUSS AND 80% FUNDED BY LLUMC. INCENTIVE AND SERP BENEFIT: 100% FUNDED BY LLUMC - LANG, KEVIN J. COMPENSATION, EXCLUDING SERP BENEFIT: 70% FUNDED BY LLUMC, 17.5% FUNDED BY LLU, 7.5% FUNDED BY LLUHC, AND 5% FUNDED BY LLUBMC SERP BENEFIT: 92.5% FUNDED BY LLUMC AND 7.5% FUNDED BY LLUHC. - NEAL, RODNEY COMPENSATION: 100% FUNDED BY LLU - WILLIAMS, RICKY EUGENE COMPENSATION: 100% FUNDED BY LLU A California Educational Facilities Authority 521705592 130179JF2 2017-03-09 149174009 Facilities acquisition and construction, refund 2007 bonds 0 0 0 A 1410000 149251666 412332 886454 6989783 89292835 51670262 1 0 0 1 A 0 0 0 0 0.00000 0.00000 0.00000 0 0 1 A 0 1 0 0 0 0 0 0 1 A 1 Schedule K, Part I, Column E and Part II, Line 3: The difference between part I, column e and part II, line 3 is due to investment earnings during project period. LINDA MARIE WILLIAMS FAMILY MEMBER OF RICKY WILLIAMS, AN OFFICER 175539 EMPLOYMENT 0 X 1 130000 Appraisal X 3 35580 Quoted price on active e X 1 245000 Appraisal X 1 725000 Appraisal X 1 5000 Appraisal X Medical Equipment 1 798420 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. 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 15 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 2015 FOR THE POSITION OF PROVOST/COO, LLU HELD BY CARTER, RONALD. THIS PROCESS WAS LAST UNDERTAKEN IN DECEMBER OF 2015 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 2015 FOR THE POSITION OF VP/CIO, LLU HELD BY HARRIS, DAVID PAUL. THIS PROCESS WAS LAST UNDERTAKEN IN DECEMBER OF 2015 FOR THE POSITION OF PRESIDENT, LLUH HELD BY HART, RICHARD HENRY. THIS PROCESS WAS LAST UNDERTAKEN IN DECEMBER OF 2015 FOR THE POSITION OF SVP, RISK MANAGEMENT & HR HELD BY HUBBARD, MARK LEE. THIS PROCESS WAS LAST UNDERTAKEN IN DECEMBER OF 2015 FOR THE POSITION OF SVP, FINANCE HELD BY LALAS, ANGELA MANALO. THIS PROCESS WAS LAST UNDERTAKEN IN DECEMBER OF 2015 FOR THE POSITION OF EVP, FINANCE & ADMINISTRATION, LLUH HELD BY LANG, KEVIN J.. THIS PROCESS WAS LAST UNDERTAKEN IN DECEMBER OF 2015 FOR THE POSITION OF SVP, ADMINISTRATION/ CFO LLU HELD BY NEAL, RODNEY. THIS PROCESS WAS LAST UNDERTAKEN IN DECEMBER OF 2015 FOR THE POSITION OF VP, STUDENT SERVICES, LLU 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 2,525,385. Impact Monarch Apts 11145 Anderson Street BC-200 Loma Linda CA 92350 Multifamily Residential Real Estate TX 0 3145000 LLU LLC Lindbergh Multifamily Property LLC 11145 Anderson Street BC-200 Loma Linda CA 92350 Multifamily Residential Real Estate GA 0 0 LLU LLU 93 East Multifamily Property LLC 11145 Anderson Street BC-200 Loma Linda CA 92350 Multifamily Residential Real Estate GA 319500 0 LLU LLU Artessa LLC 11145 Anderson Street BC-200 Loma Linda CA 92350 Multifamily Residential Real Estate NV 293500 9265000 LLU LLU Bristol Bay Multifamily Property LLC 11145 Anderson Street BC-200 Loma Linda CA 92350 Multifamily Residential Real Estate NV 245000 5600700 LLU LLU Chazal Multifamily Property LLC 11145 Anderson Street BC-200 Loma Linda CA 92350 Multifamily Residential Real Estate AZ 207500 2853150 LLU LLU Cobblegate Multifamily Property LLC 11145 Anderson Street BC-200 Loma Linda CA 92350 Multifamily Residential Real Estate UT 55222 9950350 LLU LLU Crosspointe Multifamily Property LLC 11145 Anderson Street BC-200 Loma Linda CA 92350 813022687 Multifamily Residential Real Estate WA 5000 2394905 LLU LLU Enclave Multifamily Property LLC 11145 Anderson Street BC-200 Loma Linda CA 92350 Multifamily Residential Real Estate AZ 0 7000000 LLU LLU Farmgate Multifamily Property LLC 11145 Anderson Street BC-200 Loma Linda CA 92350 Multifamily Residential Real Estate UT 403162 7909878 LLU LLU Fountain Glen Multifamily Property LLC 11145 Anderson Street BC-200 Loma Linda CA 92350 Multifamily Residential Real Estate CA 740000 12220323 LLU LLU Gateway Multifamily Property LLC 11145 Anderson Street BC-200 Loma Linda CA 92350 Multifamily Residential Real Estate UT 0 19594687 LLU LLU Houston House LLC 11145 Anderson Street BC-200 Loma Linda CA 92350 Multifamily Residential Real Estate TX 0 6547755 LLU LLU Lakeside LLC 11145 Anderson Street BC-200 Loma Linda CA 92350 Multifamily Residential Real Estate GA 720370 7337500 LLU LLU Lakeview Multifamily Property II LLC 11145 Anderson Street BC-200 Loma Linda CA 92350 Multifamily Residential Real Estate CO 270000 3258227 LLU LLU Maitland Multifamily Property LLC 11145 Anderson Street BC-200 Loma Linda CA 92350 Multifamily Residential Real Estate FL 0 9590216 LLU LLU Mountain Park Multifamily Property LLC 11145 Anderson Street BC-200 Loma Linda CA 92350 Multifamily Residential Real Estate GA 0 0 LLU LLU Multifamily Properties II LLC 11145 Anderson Street BC-200 Loma Linda CA 92350 Multifamily Residential Real Estate CO 261000 1 LLU LLU Multifamily Properties III LLC 11145 Anderson Street BC-200 Loma Linda CA 92350 Multifamily Residential Real Estate OR 388167 1 LLU LLU Multifamily Properties IV LLC 11145 Anderson Street BC-200 Loma Linda CA 92350 455362289 Multifamily Residential Real Estate WA 209250 2356647 LLU LLU Multifamily Properties LLC 11145 Anderson Street BC-200 Loma Linda CA 92350 Multifamily Residential Real Estate CO 211500 1 LLU LLU Multifamily Properties LLC 11145 Anderson Street BC-200 Loma Linda CA 92350 Multifamily Residential Real Estate CO 33000 1 LLU LLU Murai Multifamily Property LLC 11145 Anderson Street BC-200 Loma Linda CA 92350 Multifamily Residential Real Estate CA 0 0 LLU LLU North River Multifamily Property LLC 11145 Anderson Street BC-200 Loma Linda CA 92350 Multifamily Residential Real Estate AL 379478 4316142 LLU LLU Opus 29 LLC 11145 Anderson Street BC-200 Loma Linda CA 92350 Multifamily Residential Real Estate TN 615423 7157119 LLU LLU Opus 31 LLC 11145 Anderson Street BC-200 Loma Linda CA 92350 Multifamily Residential Real Estate TN 0 0 LLU LLU Peninsula Multifamily Property LLC 11145 Anderson Street BC-200 Loma Linda CA 92350 Multifamily Residential Real Estate GA 508782 11207564 LLU LLU Phoenix Ballpark LLC 11146 Anderson Street BC-200 Loma Linda CA 92350 Multifamily Residential Real Estate AZ 0 0 LLU LLU Questhaven Multifamily Property LLC 11147 Anderson Street BC-200 Loma Linda CA 92350 Multifamily Residential Real Estate CA LLU LLU Rainier Pointe Multifamily Property LLC 11148 Anderson Street BC-200 Loma Linda CA 92350 Multifamily Residential Real Estate WA 517500 4046552 LLU LLU Riverbend Multifamily Property LLC 11149 Anderson Street BC-200 Loma Linda CA 92350 Multifamily Residential Real Estate UT 195000 2823783 LLU LLU Riverpointe Multifamily Property LLC 11150 Anderson Street BC-200 Loma Linda CA 92350 813031067 Multifamily Residential Real Estate WA 33699 3547450 LLU LLU Sagegate Multifamily Property LLC 11151 Anderson Street BC-200 Loma Linda CA 92350 Multifamily Residential Real Estate UT 143239 2878137 LLU LLU San Miguel LLC 11152 Anderson Street BC-200 Loma Linda CA 92350 Multifamily Residential Real Estate TX 162500 4931847 LLU LLU Sienna Vista Multifamily Property LLC 11153 Anderson Street BC-200 Loma Linda CA 92350 Multifamily Residential Real Estate CA 161388 1 LLU LLU Sonoma Ridge Multifamily Property LLC 11154 Anderson Street BC-200 Loma Linda CA 92350 Multifamily Residential Real Estate AZ 284200 4895112 LLU LLU Tennessee Multifamily Properties LLC 11156 Anderson Street BC-200 Loma Linda CA 92350 Multifamily Residential Real Estate TN 153500 4185646 LLU LLU Thornbridge Multifamily Property LLC 11157 Anderson Street BC-200 Loma Linda CA 92350 Multifamily Residential Real Estate CA 533661 6100548 LLU LLU Tuscan Heights Multifamily LLC 11158 Anderson Street BC-200 Loma Linda CA 92350 Multifamily Residential Real Estate CO 529076 7168180 LLU LLU Vue 25 Multifamily Property LLC 11159 Anderson Street BC-200 Loma Linda CA 92350 Multifamily Residential Real Estate WA 170000 2875665 LLU LLU Westbury Multifamily Property LLC 11160 Anderson Street BC-200 Loma Linda CA 92350 Multifamily Residential Real Estate CO 383003 1163072 LLU Loma Linda Texas Properties II LLC 11160 Anderson Street BC-200 Loma Linda CA 92350 Multifamily Residential Real Estate TX 0 7319052 LLU Loma Linda Texas Properties III LLC 11160 Anderson Street BC-200 Loma Linda CA 92350 Multifamily Residential Real Estate TX 82500 8564552 LLU Loma 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insurance RI 501(c)(3) Line 11 lluh 1 loma linda university shared services 11175 campus street loma linda CA 92354 810661056 service organization CA 501(c)(3) Line 1 lluh 1 university insurance company of Vermont 40 main street ste 500 Burlington VT 05402 461612773 insurance underwriting VT 501(c)(3) Line 1 lluh 1 faculty medical group of loma linda university school of medicine 11175 CAMPUS STREET 11120 loma Linda CA 92354 330672914 physician practice group CA 501(c)(3) Line 11 lluh 1 CR CHELSEA HEIGHTS COMMUNITIES LLC 444 West Beech Street Suite 300 San Diego CA 92101 462336775 Multifamily Residential Real Estate CA LLU MULTIFAMILY PROPERTIES IV LLC related 28959 9188048 0 0 0.52300 CR DESEO COMMUNITIES LLC 444 West Beech Street Suite 300 San Diego CA 92101 460923187 Multifamily Residential Real Estate CA LOMA LINDA TEXAS PROPERTIES LLC related -42578 14930066 0 0 0.50220 CR RIVERCREST MEADOWS HOLDINGS LLC 444 West Beech Street Suite 300 San Diego CA 92101 461842027 Multifamily 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