2017-05-15T12:35:37-05:00 2016-06-30 910189318 MOSS ADAMS LLP 3121 W MARCH LN STE 200 STOCKTON CA 952192367 990 2015-07-01 951816009 LOMA LINDA UNIVERSITY LOMA 9095584515 11145 ANDERSON STREET NO 205 LOMA LINDA CA 92350 RODNEY NEAL SENIOR VICE PRESIDENT 9095584515 2017-05-15 1 TRACY S PAGLIA P00366884 2099556100 2017-05-12 2015 2021-01-29 14:40:06Z RICHARD H HART 11175 CAMPUS ST STE 11006 LOMA LINDA CA 92354 2002658921 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. 28 25 3449 36 -1504742 -2489699 86601270 46388477 188455585 190707750 28910424 39224285 33516245 35849693 337483524 312170205 15197873 18143983 0 0 172016791 173664165 0 0 2778358 101091171 118216259 288305835 310024407 49177689 2145798 1272671010 1331668433 570796892 653294243 701874118 678374190 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 41206480 4710629 42503624 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 169, PHD 15, MS 24, BS 1. 61911120 732878 64792209 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. 24694940 682655 26766133 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-68, ASSOCIATE-79, BACCALAUREATE-122, MASTER-140, DOCTORAL-116. 117154087 12017821 56645784 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. 117154087 12017821 56645784 244966627 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 1 748 0 1 3449 1 1 1 0 0 0 0 1 1 0 0 0 0 0 0 0 X 28 25 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 LOWELL C COOPER CHAIR 2.00 2.00 X X 0 0 0 DANIEL JACKSON VICE CHAIR 1.00 1.00 X X 0 250 0 SAMUEL ACHILEFU THRU 416 TRUSTEE 1.00 1.00 X 0 0 0 LISA BEARDSLEY-HARDY TRUSTEE 1.00 1.00 X 0 250 0 GLORIA CEBALLOS THRU 416 TRUSTEE 1.00 1.00 X 0 0 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 STEVEN FILLER TRUSTEE 1.00 1.00 X 0 250 0 HENRY R HADLEY TRUSTEE, DEAN 25.00 25.00 X 0 457282 44632 RICHARD H HART TRUSTEE, PRESIDENT 25.00 25.00 X X 0 472781 44615 DOUGLAS HEGSTAD TRUSTEE 1.00 1.00 X 0 0 0 KERRY HEINRICH TRUSTEE 1.00 1.00 X 0 0 0 MELISSA KIDDER TRUSTEE 1.00 1.00 X 0 0 0 AL KHAN THRU 416 TRUSTEE 1.00 1.00 X 0 250 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 TRUSTEE 1.00 1.00 X 0 250 0 ROBERT MARTIN TRUSTEE 1.00 1.00 X 0 0 0 GT NG TRUSTEE 1.00 1.00 X 0 250 0 RICARDO PEVERINI TRUSTEE 1.00 1.00 X 0 0 0 SCOTT REINER TRUSTEE 1.00 1.00 X 0 250 0 HERBERT RUCKLE TRUSTEE 1.00 1.00 X 0 0 0 MAX TREVINO TRUSTEE 1.00 1.00 X 0 250 0 ERIC TSAO TRUSTEE 1.00 1.00 X 0 250 0 DAVE WEIGLEY THRU 416 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 0 0 TED WILSON TRUSTEE 1.00 1.00 X 0 250 0 ROGER WOODRUFF TRUSTEE 1.00 1.00 X 0 0 0 JUAN PRESTOL-PUESAN TRUSTEE 1.00 1.00 X 0 250 0 GARY THURBER THRU 416 TRUSTEE 1.00 1.00 X 0 250 0 RICARDO GRAHAM TRUSTEE 1.00 1.00 X 0 250 0 MAX II TORKELSEN THRU 416 TRUSTEE 1.00 1.00 X 0 250 0 RONALD L CARTER PROVOST 50.00 X 0 254935 28424 KEVIN J LANG CHIEF FINANCIAL OFFICER 9.00 41.00 X 0 898981 59350 RODNEY NEAL SENIOR VICE PRESIDENT 50.00 X 0 257212 44992 DAVID P HARRIS VICE PRESIDENT 50.00 X 0 180088 38635 RICKY EUGENE WILLIAMS VICE PRESIDENT 50.00 X 0 192424 38457 MARK REEVES VICE PRESIDENT 2.00 X 0 0 0 BRIAN S BULL THRU 416 CORPORATE SECRETARY 5.00 1.00 X 0 0 0 RONALD DAILEY DEAN 50.00 X 261065 0 42238 ANTHONY ZUCHCARELLI DIRECTOR 50.00 X 153735 0 32169 CRAIG RIDGELY JACKSON DEAN 50.00 X 173167 0 34007 WALTER HUGHES THRU 116 DEAN 50.00 X 197476 0 26156 ALAN HERFORD PROFESSOR 50.00 X 493092 0 47891 JOHN LEYMAN PROFESSOR 50.00 X 424681 0 47192 DEZIREH SEVANESIAN PROFESSOR 50.00 X 406863 0 45619 JAYINI SUMAN THAKKER PROFESSOR 50.00 X 393428 0 46331 RODNEY E WILLARD PROFESSOR 50.00 X 480438 0 16837 2983945 2718703 637545 284 0 1 0 LLUAHSC DEPARTMENT OF RISK MANAGEMENT 101 E REDLANDS BLVD SAN BERNARDINO CA 92408 RISK MANAGMENT 21259252 FACULTY PHYSICIANS & SURGEONS OF LLUSM 11175 CAMPUS ST LOMA LINDA CA 92354 HEALTHCARE SERVICES 9306481 LOMA LINDA UNIVERSITY MEDICAL CENTER 11234 ANDERSON ST LOMA LINDA CA 92354 HEALTHCARE SERVICES 7693531 LLU ADVENTIST HEALTH SCIENCES CENTER 101 E REDLANDS BLVD SAN BERNARDINO CA 92408 EXECUTIVE SERVICES 2885623 LOMA LINDA UNIVERSITY HEALTH CARE 11175 CAMPUS ST LOMA LINDA CA 92354 HEALTHCARE SERVICES 476502 174 7790856 16028475 22569146 2702732 46388477 TUITION AND FEES 611600 159496687 159496687 CLINIC INCOME 621400 20504680 20504680 RESEARCH CONTRACT 541700 9446276 9446276 STUDENT LOAN INTEREST 611600 1260107 1260107 190707750 37319285 -2325139 39644424 609968 609968 10724730 7661517 3063213 3063213 3063213 1676746000 1674841000 1905000 1905000 1905000 10554599 7986199 2568400 743651 1824749 INDEPENDENT OPERATIONS 445100 11898839 76746 11822093 POWER PLANT 221000 11491797 11491797 INSURANCE REFUND 900099 812676 812676 5404800 5404800 29608112 312170205 190707750 -1504742 76578720 8007709 8007709 10136274 10136274 3651995 1582532 2069463 151213 151213 126313503 114406538 11906965 10549600 9404159 1145441 24655216 21978234 2676982 8342638 7436822 905816 832370 832370 165755 165755 7075687 7075687 19975541 11584115 5613068 2778358 933951 637562 296389 13077688 10779847 2297841 2543950 1845971 697979 20212231 14542908 5669323 3497327 3167419 329908 1220462 1116404 104058 4576004 3292482 1283522 17333440 12471588 4861852 446928 76781 370147 CLINIC & RESEARCH SUPPL 8703552 8703552 RESEARCH SUBCONTRACTORS 2090366 2090366 15531007 1705364 13825643 310024407 244966627 62279422 2778358 41399 37050 6346735 9689266 15466194 13381286 26822640 33885185 2876326 2742493 13072361 14507178 847410499 282738350 542976281 564672149 313951629 342328454 99219775 96023656 47663948 48160069 204233722 206241647 1272671010 1331668433 62936801 69908760 19142909 18266805 31265000 30440000 21241396 19938648 38946545 60104061 397264241 454635969 570796892 653294243 X 254757382 208824509 228400281 246827780 218716455 222721901 701874118 678374190 1272671010 1331668433 X 2145798 -27970865 2325139 X 0 1 X 1 1 1 X 49431500 57005318 52621086 86601270 46388477 292047651 49431500 57005318 52621086 86601270 46388477 292047651 292047651 24621139 30912345 30068180 37931005 50979122 174511791 43992376 41446006 36299261 37068680 39342314 198148637 664708079 915122621 0.43940 0.48490 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: OTHER INCOME - 2011 AMOUNT: $ 34,702,740. 2012 AMOUNT: $ 32,761,994. 2013 AMOUNT: $ 29,356,352. 2014 AMOUNT: $ 27,446,838. 2015 AMOUNT: $ 29,531,366. GROSS RECEIPTS FROM INVENTORY SALE - 2011 AMOUNT: $ 9,289,636. 2012 AMOUNT: $ 8,684,012. 2013 AMOUNT: $ 6,942,909. 2014 AMOUNT: $ 9,621,842. 2015 AMOUNT: $ 9,810,948. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 9 0 192005 0 1352614 0 4632396 0 1 1 0 379192 0 0 X 0 357945745 4487938 -1643328 21816317 338974038 324866407 34494182 7536239 8951083 357945745 272174358 25034784 31585027 189846 3737916 324866407 235224364 5672223 34421131 388 3142972 272174358 232579708 3114993 3364331 37828 3796840 235224364 0.20370 0.65810 0.13810 0 0 19850847 19850847 303174958 343988233 157999989 489163202 36323314 14122987 22200327 122987365 109724484 13262881 21085782 890890 20194892 564672149 65907979 F HEDGE FUNDS 14643937 F OTHER 15471740 F 96023656 IRREVOCABLE TRUSTS 48393401 OTHER ASSETS 6760652 FIRST TRUSTS DEEDS 87298244 INTERCOMPANY LOANS 63089541 DUE TO/FROM FOUNDATION 699809 206241647 ANNUITIES, TRUSTS AND AGENCIES 4168294 TRUSTS LIABILITIES 26685892 AMOUNTS HELD FOR OTHERS 391966895 NON-OPERATING LIABILITY 31814888 454635969 X 284652158 -27970865 17972855 -9998010 294650168 7027772 10492265 17520037 312170205 308152087 15647716 15647716 292504371 7027772 10492264 17520036 310024407 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, 2016 AND 2015. 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 7,661,517. COST OF GOODS SOLD TRANSFERRED TO NET INCOME/(LOSS) 7,986,199. UNRELATED BUSINESS INCOME FROM PARTNERSHIP 2,325,139. PART XI, LINE 4B - OTHER ADJUSTMENTS: STUDENT AID 9,679,589. INSURANCE REFUNDED NETTED AGAINST EXPENSES ON BOOKS 812,676. PART XII, LINE 2D - OTHER ADJUSTMENTS: NET RENTAL EXPENSES TRANSFERRED TO NET RENTAL INCOME 7,661,517. COST OF GOODS SOLD TRANSFERRED TO NET INCOME/(LOSS) 7,986,199. PART XII, LINE 4B - OTHER ADJUSTMENTS: STUDENT AID 9,679,588. INSURANCE REFUND NETTED AGAINST ON BOOKS 812,676. 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 EAST ASIA AND THE PACIFIC - AUSTRALIA, BRUNEI, BURMA, CAMBODIA, 0 46 PROGRAM SERVICES SENDING AGENTS OF THE ORGANIZATION TO ATTEND AND SPEAK AT SEMINARS AND CONFER 145362 CENTRAL AMERICA AND THE CARIBBEAN 0 11 PROGRAM SERVICES SENDING AGENTS OF THE ORGANIZATION TO ATTEND AND SPEAK AT SEMINARS AND CONFER 23192 CENTRAL AMERICA AND THE CARIBBEAN 0 90 PROGRAM SERVICES RESEARCH, CONSTRUCTION CONSULTATION, MISSION TRIP (HEALTH FAIRS WITH STUDENTS 191698 EUROPE (INCLUDING ICELAND AND GREENLAND) 0 27 PROGRAM SERVICES SENDING AGENTS OF THE ORGANIZATION TO ATTEND AND SPEAK AT SEMINARS AND CONFER 56728 SUB-SAHARAN AFRICA 0 28 PROGRAM SERVICES TEACHING STUDENT CLASS, MISSION TRIP WITH STUDENTS, ACADEMIC CONSULTATION, DM 130889 SOUTH AMERICA 0 6 PROGRAM SERVICES SENDING AGENTS OF THE ORGANIZATION TO ATTEND AND SPEAK AT SEMINARS AND CONFER 2644 SOUTH AMERICA 0 15 PROGRAM SERVICES STUDENT MISSION TRIP (HEALTH FAIRS), WORKSHOP, TEACHING, CONSULTATION, RESEAR 120815 NORTH AMERICA (CANADA AND MEXICO) 0 39 PROGRAM SERVICES SENDING AGENTS OF THE ORGANIZATION TO ATTEND AND SPEAK AT SEMINARS AND CONFER 70976 NORTH AMERICA (CANADA AND MEXICO) 0 21 PROGRAM SERVICES TEACHING, RESEARCH, WORKSHOPS, STUDENT MISSION TRIPS 26384 EAST ASIA AND THE PACIFIC 0 36 PROGRAM SERVICES TEACHING, CONSULTATIONS, STUDENT MISSION TRIP, WORKSHOPS, RESEARCH 242517 SUB-SAHARAN AFRICA 0 20 PROGRAM SERVICES SENDING AGENTS OF THE ORGANIZATION TO ATTEND AND SPEAK AT SEMINARS AND CONFER 105072 SUB-SAHARAN AFRICA 0 29 PROGRAM SERVICES WORKSHOPS, TEACHING, RESEARCH, STUDENT RECRUITMENT, MISSION TRIP, CONSULTATIO 139087 SOUTH ASIA 0 9 PROGRAM SERVICES SENDING AGENTS OF THE ORGANIZATION TO ATTEND AND SPEAK AT SEMINARS AND CONFER 14672 SOUTH ASIA 0 6 PROGRAM SERVICES RESEARCH, CLINICAL SERVICE, TEACHING 19243 MIDDLE EAST AND NORTH AFRICA 0 4 PROGRAM SERVICES SENDING AGENTS OF THE ORGANIZATION TO ATTEND AND SPEAK AT SEMINARS AND CONFER 5236 SUB-SAHARAN AFRICA 0 2 PROGRAM SERVICES CONDUCTING BOARD MEETINGS 6285 CENTRAL AMERICA AND THE CARIBBEAN 0 1 PROGRAM SERVICES CONDUCTING BOARD MEETINGS 1489 MIDDLE EAST AND NORTH AFRICA 0 2 PROGRAM SERVICES TEACHING, EDUCATIONAL CONSULTING 538 EUROPE (INCLUDING ICELAND AND GREENLAND) 0 2 PROGRAM SERVICES CONDUCTING BOARD MEETINGS 3344 RUSSIA AND NEIGHBORING STATES 0 4 PROGRAM SERVICES WORKSHOP, RESEARCH, TEACHING 20260 CENTRAL AMERICA AND THE CARIBBEAN 0 0 INVESTMENTS 28814784 EUROPE (INCLUDING ICELAND & GREENLAND) 0 0 INVESTMENTS 160239 NORTH AMERICA 0 0 INVESTMENTS 3356857 0 262 0 136 0 398 742304 32916007 33658311 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 7003950 226528 ESTIMATED COST LAND AND SERVICES SUPPORT BUILDING OF HEALTHCARE AND EDUCATIONAL FACILITY IN UNDERSERVED AREA SOCIAL ACTION COMMUNITY HEALTH SYSTEM 1455 E THIRD ST SAN BERNARDINO CA 92410 330664371 501(C)3 500000 SUPPORT OF HEALTHCARE SERVICES TO UNDERSERVED AREA LOMA LINDA ACADEMY 10656 ANDERSON ST LOMA LINDA CA 92354 951831069 501(C)3 43544 GENERAL SUPPORT LOMA LINDA UNIVERSITY CHILDRENS HOSPITAL 11234 ANDERSON ST LOMA LINDA CA 92354 463214504 501(C)3 7400 GENERAL SUPPORT LOMA LINDA UNIVERSITY CHILDRENS HOSPITAL FOUNDATION 11234 ANDERSON ST LOMA LINDA CA 92354 330565591 501(C)3 14100 GENERAL SUPPORT LOMA LINDA UNIVERSITY MEDICAL CENTER 11234 ANDERSON ST LOMA LINDA CA 92354 953522679 501(C)3 9990 GENERAL SUPPORT NORTH AMERICAN DIVISION OF SEVENTH-DAY ADVENTISTS 12501 OLD COLUMBIA PIKE SILVER SPRING MD 20904 203164300 501(C)3 10000 GENERAL SUPPORT WORLD HEALTH DENTAL ORGANIZATION 11680 CANGE ST ANCHORAGE AK 99516 203352307 501(C)3 7000 GENERAL SUPPORT 8 0 SCHOOL OF ALLIED HEALTH PROFESSIONS 133 531283 SCHOOL OF DENTISTRY 36 521920 SCHOOL OF MEDICINE 342 4170573 SCHOOL OF NURSING 248 424832 SCHOOL OF PHARMACY 37 175169 SCHOOL OF RELIGION 33 204660 SCHOOL OF BEHAVIOURAL HEALTH 85 406420 NON-SCHOOL SPECIFIC GRANTS 2065 3529993 SCHOOL OF PUBLIC HEALTH 56 171424 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 HENRY R HADLEY TRUSTEE, DEAN 0 376000 0 0 0 81282 0 16180 0 28452 0 501914 0 0 RICHARD H HART TRUSTEE, PRESIDENT 0 376000 0 0 0 96781 0 16180 0 28435 0 517396 0 0 RONALD L CARTER PROVOST 0 237000 0 0 0 17935 0 12105 0 16319 0 283359 0 0 KEVIN J LANG CHIEF FINANCIAL OFFICER 0 619000 0 22512 0 257469 0 16180 0 43170 0 958331 0 0 RODNEY NEAL SENIOR VICE PRESIDENT 0 227000 0 0 0 30212 0 15635 0 29357 0 302204 0 0 DAVID P HARRIS VICE PRESIDENT 0 167000 0 0 0 13088 0 10236 0 28399 0 218723 0 0 RICKY EUGENE WILLIAMS VICE PRESIDENT 0 164000 0 0 0 28424 0 11100 0 27357 0 230881 0 0 RONALD DAILEY DEAN 256391 0 3899 0 775 0 31414 0 10824 0 303303 0 0 0 ANTHONY ZUCHCARELLI DIRECTOR 150987 0 276 0 2472 0 21345 0 10824 0 185904 0 0 0 CRAIG RIDGELY JACKSON DEAN 170310 0 2095 0 762 0 23183 0 10824 0 207174 0 0 0 WALTER HUGHES THRU 116 DEAN 193711 0 2004 0 1761 0 14174 0 11982 0 223632 0 0 0 ALAN HERFORD PROFESSOR 161325 0 481 0 331286 0 37067 0 10824 0 540983 0 0 0 JOHN LEYMAN PROFESSOR 88171 0 320 0 336190 0 37152 0 10040 0 471873 0 0 0 DEZIREH SEVANESIAN PROFESSOR 73154 0 320 0 333389 0 35779 0 9840 0 452482 0 0 0 JAYINI SUMAN THAKKER PROFESSOR 96206 0 370 0 296852 0 35507 0 10824 0 439759 0 0 0 RODNEY E WILLARD PROFESSOR 0 0 0 0 480438 0 16837 0 0 0 497275 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 $55,082.30 HART, RICHARD HENRY $57,092.88 LANG, KEVIN J. $115,484.72 SERP FUNDING PAID TO EMPLOYEE IN CASH: LANG, KEVIN J. $112,224.7 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. - 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. A CALIFORNIA MUNICIPAL FINANCE AUTHORITY REVENUE 201563466 13048TCN1 2007-11-14 36364641 ACQUIRE, CONSTRUCT, EXPAND STUDENT HOUSING, UPGRADE POWER PLANT 0 0 0 A 5655000 36895207 2366309 700542 33833652 2010 0 0 1 1 A 0 0 0 0 0.00000 0.00000 0.00000 0 0 1 A 0 0 0 1 0 0 0 0 1 A 1 DATE REBATE COMPUTATION PERFORMED ISSUER NAME: CALIFORNIA MUNICIPAL FINANCE AUTHORITY REVENUE DATE THE REBATE COMPUTATION WAS PERFORMED: 05/01/2012 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 180028 EMPLOYMENT 0 X 1 5495 APPRAISAL X 6 186311 QUOTED PRICE ON ACTIVE E X 2 1065000 APPRAISAL X 2 10404 COMPARABLE COSTS X 1 6277 APPRAISAL X MEDICAL EQUIPMENT 1 1429245 APPRAISAL 2 0 1 0 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 11 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 2014 FOR THE POSITION OF PROVOST/COO, LLU HELD BY CARTER, RONALD. THIS PROCESS WAS LAST UNDERTAKEN IN DECEMBER OF 2014 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 2014 FOR THE POSITION OF VP/CIO, LLU HELD BY HARRIS, DAVID PAUL. THIS PROCESS WAS LAST UNDERTAKEN IN DECEMBER OF 2014 FOR THE POSITION OF PRESIDENT, LLUAHSC HELD BY HART, RICHARD HENRY. THIS PROCESS WAS LAST UNDERTAKEN IN DECEMBER OF 2014 FOR THE POSITION OF EVP, FINANCE & ADMINISTRATION, LLUAHSC HELD BY LANG, KEVIN J. THIS PROCESS WAS LAST UNDERTAKEN IN DECEMBER OF 2014 FOR THE POSITION OF SVP, ADMINISTRATION/ CFO LLU HELD BY NEAL, RODNEY. THIS PROCESS WAS LAST UNDERTAKEN IN DECEMBER OF 2014 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 2,325,139. 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