2017-11-15T15:46:23-06:00 2016-12-31 990 2016-01-01 953522679 SEVENTH-DAY ADVENTISTS LOMA LINDA UNIVERSITY MEDICAL CENTER SEVE 9095585199 PO BOX 2000 FINANCE LOMA LINDA CA 92354 ANGELA M LALAS SR VP-FINANCE 9095584490 2017-11-15 143.197.222.231 2017-11-15 15:41:00 PS P 7BBEDEB7931097FB0C15E38BA4E642E6A6FB6782 7BBEDEB7931097FB0C15E38BA4E642E6A6FB6782 2016 2021-01-29 14:40:06Z ANGELA M LALAS 11234 ANDERSON ST LOMA LINDA CA 92354 1220155296 0 1071 X WWW.LLU.EDU X 1980 CA PROVIDE MEDICAL & HEALTH CARE SERVICES TO THE COMMUNITY 37 16 7737 1305 2254684 1169354 12101720 82317195 1082775396 1106491111 8258828 11439471 8106362 8450855 1111242306 1208698632 1725944 2133573 0 0 467721139 460405440 0 0 -93201 554135723 552793237 1023582806 1015332250 87659500 193366382 1708876652 2818037539 1056097194 1976517127 652779458 841520412 X OUR MISSION IS TO CONTINUE THE HEALING MINISTRY OF JESUS CHRIST, "TO MAKE MAN WHOLE," IN A SETTING OF ADVANCING MEDICAL SCIENCE AND TO PROVIDE A STIMULATING CLINICAL AND RESEARCH ENVIRONMENT FOR THEEDUCATION OF PHYSICIANS, NURSES, AND OTHER HEALTH PROFESSIONALS. 0 0 867153101 2133573 1124106063 LLUMC PRIMARY SERVICE AREA CAN BE DEFINED, BROADLY, AS CALIFORNIA'S INLAND EMPIRE - RIVERSIDE AND SAN BERNARDINO COUNTIES. THE INLAND EMPIRE IS A REGION OF SOUTHERN CALIFORNIA SITUATED DIRECTLY EAST OF THE LOS ANGLES METROPOLITAN AREA. RIVERSIDE AND SAN BERNARDINO COUNTIES RANGE FROM LAKE ARROWHEAD IN NORTH, YUCIPA IN THE EAST, PERRIS IN THE SOUTH, AND ONTARIO IN THE WEST, SERVING A LITTLE OVER 4 MILLION PEOPLE. IN JANUARY 2016, THE HOSPITAL ASSOCIATION OF SOUTHERN CALIFORNIA (HASC) CONTRACTED WITH SCIENTIFIC TECHNOLOGIES CORPORATION TO COMPLETE A REGIONAL COMMUNITY HEALTH NEEDS ASSESSMENT FOR SEVERAL OF ITS MEMBER HOSPITALS (INCLUDING LOMA LINDA UNIVERSITY MEDICAL CENTER, LOMA LINDA UNIVERSITY CHILDREN'S HOSPITAL AND LOMA LINDA UNIVERSITY MURRITEA), REPRESENTING THE GREATER INLAND EMPIRE. THE REGIONAL CHNA WAS APPROVED AND FINALIZED ON APRIL 5, 2016 FOR ALL THREE LICENSED HOSPITALS AND THE OTHER HASC MEMBER HOSPITALS. THE CHNA REPORT IS A CRITICAL TOOL FOR LLUH HOSPITALS TO DEVELOP COMMUNITY BASED HEALTH PLAN AND INITIATIVE IN ADDITION TO THE REGULATORY REQUIREMENTS (CALIFORNIA'S COMMUNITY BENEFIT LEGISLATION - SB 697) AND THE AFFORDABLE CARE ACT - H.R. 3590). THE CHNA REPORT INCLUDED TOP DIAGNOSIS-RELATED GROUP (DRG) DISCHARGES FOR LLUH SERVICE AREAS (TOP 6 FOR LLUH: PSYCHOSES, SEPTICEMIA, JOINT REPLACEMENT, HEART FAILURE & SHOCK, DIGESTIVE DISORDER AND PNEUMONIA &PLEURISY). OUR INITIATIVES AND PROGRAMS WILL ALSO CONTINUE TO PROVIDE COMMUNITY MEMBERS WITH EDUCATION AND SUPPORT FOR POST DISCHARGE CARE. THE CHNA ALSO CONTINUES TO SUPPORT AND FULFILL LLUH'S MISSION: TO FURTHER THE TEACHING AND HEALING MINISTRY OF JESUS CHRIST. IN ADDITION TO ANNUAL PROGRAMS AND INTERVENTIONS THROUGHOUT THE COMMUNITY, LLUH IS COMMITTED TO IMPROVING THE HEALTH OF OUR COMMUNITY BY ADDRESSING THE FINDINGS OF REGIONAL CHNA. LLUH WILL PROACTIVELY INITIATE AND ENGAGE IN PROGRAMS, WHICH EMPHASIZE ON THE SOCIAL, DETERMINATES OF HEALTH, COMMUNITY VITAL SIGNS AND THE HEALTHY PEOPLE 2020 GOALS. LLUH'S COMMUNITY HEALTH PLAN (2017-2019) WILL ALSO ALIGN WITH THE LLUH VISION 2020 INITIATIVES AND PRIORITY AREAS. LLUH COMMUNITY HEALTH DEVELOPMENT PRIORITY AREAS: CLINICAL CARE, EDUCATION AND WORKFORCE DEVELOPMENT, RESEARCH AND PRACTICE AND WHOLENESS. IN 2016/2017 LLUH UPDATED THEIR COMMUNITY HEALTH IMPLEMENTATION PLAN FOR 2017 - 2019. FILL DRAFT OF THE REPORT IS AVAILABLE ON THE MEDICAL CENTER'S WEBSITE (HTTPS://MEDICAL-CENTER.LOMALINDAHEALTH.ORG/ABOUT-US/COMMUNITY-BENEFIT/COMMUNITY-BENEFIT-REPORTS-RESOURCES). LLUH COMMUNITY BENEFIT PROGRAM WILL SPECIFICALLY INCLUDE EVALUATION-BASED COMMUNITY PROGRAMS AND INITIATIVES TO ADDRESS THE PRIMARY CONCERNS OF THE COMMUNITY. FROM A SOCIAL DETERMINATES OF HEALTH, LLUH INVESTING PRIMARILY IN PROGRAMS THAT ARE FOCUSED TOWARDS SUPPORTING AND ENHANCING EDUCATION FOR THE IN-NEED POPULATION. SCHOLARSHIP (FULL AND PARTIAL) IS CREATED AT SAN MANUEL GATEWAY COLLEGE. THE COLLEGE HAS INTEGRATED TRAINING PROGRAMS IN HEALTH CAREERS WITH CLINICAL EXPERIENCE, ALLOWING STUDENTS TO BENEFIT FROM HANDS-ON TRAINING AND MENTORING BY LOMA LINDA UNIVERSITY HEALTH FACULTY AND STAFF. THESE SIX- TO 18-MONTH HEALTH CAREER CERTIFICATE PROGRAMS PROVIDE JOB ENTRY SKILLS FOR EMPLOYMENT OPPORTUNITIES AND VALUABLE COLLEGE CREDIT FOR STUDENTS WHO ELECT TO FURTHER THEIR EDUCATION. TRAINING PROGRAMS INCLUDE: MEDICAL ASSISTANT, CERTIFIED NURSING ASSISTANT, PHARMACY TECH AND COMMUNITY HEALTH WORKERS/PROMOTORES. THIS IN TURN DIRECTLY HELPS WITH OUR COMMITMENT TO WORKFORCE DEVELOPMENT AND CREATING JOB OPPORTUNITIES AND PLACEMENT FOR COMMUNITY MEMBERS. FROM A CLINICAL AND HEALTH CONDITION, WE WILL BE INVESTING AND SUPPORTING PROGRAMS THROUGH OUR COMMUNITY HEALTH INITIATIVES PILOT AWARDS AND SPONSORSHIP PROGRAM, SPECIFICALLY TO PROGRAMS THAT ARE FOCUSED ON IMPROVING MENTAL HEALTH, MANAGING AND ENHANCING CARE FOR INDIVIDUALS DIAGNOSED WITH DIABETES AND OBESITY. IN ADDITION, LISTED BELOW ARE KEY WHOLE PERSONE CARE PROGRAMS AND AREA OF INVESTMENTS INSTITUTION-WIDE ON CONTINUING BASIS: " AGING CARE " BEHAVIORAL HEALTH CARE " CANCER CARE" CHILD CARE " CHRONIC DISEASE MANAGEMENT " REHABILITATION CARE " SICKLE CELL ANEMIA CARE " HEALTH CAREER PIPELINE PROJECTS " FAITH AND HEALTH INITIATIVESTHE COMMUNITY BENEFIT ADMINISTRATIVE COUNCIL (CBAC). WE HAVE INVITED NON-LLUH COMMUNITY HEALTH CARE LEADERS TO JOIN OUR COUNCIL IN FURTHER STRENGTHENING AND GUIDING THE COMMUNITY HEALTH DEVELOPMENT EFFORTS. CBAC REPORTS TO THE MISSION-FOCUSED SUBCOMMITTEE OF THE LLUMC BOARD OF TRUSTEES AND A BOARD MEMBER CONTINUES TO SERVE ON CBAC. CBAC'S COUNCIL MEMBERS MEET QUARTERLY TO REVIEW THE STATUS AND PROGRESS OF LLUCH, LLUMC LLUBMC, AND LLUMC-MURRIETA COMMUNITY BENEFIT INTERVENTIONS. IN 2017, LLUH FORMALLY CREATED THE COMMUNITY BENEFIT STEERING COMMITTEE (CBSC). CBSC IS A GROUP OF COMMUNITY LEADERS AND COMMUNITY REPRESENTATIVES, FROM VARIOUS COMMUNITY-BASED ORGANIZATIONS ARE INVITED TO BE PART OF THIS COMMUNITY STEERING COMMITTEE. THE MEMBERS WILL CONTRIBUTE TO LOMA LINDA UNIVERSITY HEALTH'S EFFORTS TO BETTER UNDERSTAND THE NEEDS OF OUR COMMUNITY; AND EVALUATE OUR PROGRAMS, INITIATIVES, AND EFFORTS ON AN ONGOING BASIS. THE COMMITTEE WILL ALSO HAVE AN INTEGRAL ROLE IN COMMUNITY HEALTH NEEDS ASSESSMENT (CHNA) AND ADVISE THE ORGANIZATION ON THE COMMUNITY HEALTH IMPLEMENTATION PLAN (CHIP). 867153101 1 1 0 1 0 0 0 0 0 0 1 0 0 1 1 1 0 1 0 0 0 0 0 0 1 0 1 1 1 1 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 1 1 1 0 0 0 1 563 0 1 7737 1 1 1 0 0 0 0 0 0 0 0 0 0 X 37 16 0 1 0 0 1 1 1 1 1 0 0 1 1 1 1 1 1 1 1 1 1 X ANGELA M LALAS SR VP-FINANCE 9095584490 11234 ANDERSON ST LOMA LINDA CA 92354 X BEARDSLEY-HARDY LISA TRUSTEE 0.50 X 0 250 0 CHANG SHIRLEY TRUSTEE 0.50 X 0 250 0 CHINNOCK RICHARD E TRUSTEE 0.50 49.50 X 0 0 303403 CHRISPENS JERE TRUSTEE 0.50 X 0 250 0 COLN WILFREDO TRUSTEE AS OF 04/14/16 0.50 X 0 250 0 DODDS SHERYL TRUSTEE AS OF 04/14/16 0.50 X 0 250 0 FIELD EDWARD L VICE PRESIDENT 0.50 49.50 X 0 273891 44474 FILLER STEVEN TRUSTEE 0.50 X 0 250 0 GRAHAM RICARDO TRUSTEE 0.50 X 0 250 0 HARRIS WAYNE TRUSTEE AS OF 04/14/16 0.50 X 0 250 0 HART RICHARD HENRY PRESIDENT 25.00 25.00 X X 0 474832 51589 HEGSTAD DOUGLAS TRUSTEE 0.50 X 0 0 33013 HEINRICH KERRY L CEO/ADMINISTRATOR 30.00 20.00 X X 1524103 0 0 JACKSON DAN TRUSTEE 0.50 X 0 250 0 JOHNSON MARK TRUSTEE AS OF 04/14/16 0.50 X 0 250 0 KIDDER MELISSA TRUSTEE 0.50 X 0 0 123095 LANDLESS PETER TRUSTEE 0.50 X 0 250 0 LEMON ROBERT TRUSTEE 0.50 X 0 250 0 LEMON THOMAS TRUSTEE 0.50 X 0 250 0 MARTIN ROBERT TRUSTEE 0.50 X 0 0 77386 MINOR PATRICK TRUSTEE AS OF 04/14/16 0.50 X 0 250 0 MOORE LARRY TRUSTEE AS OF 04/14/16 0.50 X 0 250 0 NG GT TRUSTEE 0.50 X 0 250 0 PEVERINI RICARDO L TRUSTEE 0.50 X 0 0 252450 PRESTOL-PUESN JUAN TRUSTEE 0.50 X 0 250 0 REINER SCOTT TRUSTEE 0.50 X 0 250 0 RUCKLE HERBERT TRUSTEE 0.50 X 0 0 323622 SHIM EUNMEE TRUSTEE AS OF 04/14/16 0.50 X 0 250 0 SMITH RON TRUSTEE AS OF 04/14/16 0.50 X 0 250 0 TREVINO MAX TRUSTEE 0.50 X 0 250 0 TSAO ERIC TRUSTEE 0.50 X 0 250 0 WERNER TOM TRUSTEE 0.50 X 0 250 0 WILLIAMS DAVID TRUSTEE 0.50 X 0 250 0 WILSON TED TRUSTEE 0.50 X 0 250 0 WOODRUFF ROGER TRUSTEE 0.50 X 0 0 101333 COOPER LOWELL TRUSTEE THROUGH 04/14/16 0.50 X 0 0 0 BAKER J PETER SR VICE PRESIDENT 30.50 19.50 X 0 338668 49723 BUSSELL RACHELLE SR VICE PRESIDENT 0.50 49.50 X 0 419309 51973 EDWARDS LYNDON C SVP, ADULT HOSPITAL SERVICES 50.00 X 0 481601 53718 EISELE MELVIN ARTHUR VICE PRESIDENT 25.00 25.00 X 0 361067 51218 HADLEY HENRY ROGER CMO 0.50 49.50 X 0 465902 54554 HANNAMYRNA LEE SECRETARY AS OF 04/14/16 0.50 49.50 X 0 159691 29065 HUBBARD MARK LEE ASSISTANT CORPORATE SECRETARY 0.50 49.50 X 0 573121 59106 HUGGINS L ORLANDO ASSISTANT CORPORATE SECRETARY 0.50 49.50 X 0 158271 29257 JEAN-MARIE JONATHAN VP/ADMINISTRATOR, EAST CAMPUS & SURGICAL HOSPITAL 50.00 X 0 137676 26007 JOHNSTON CHRISTIAN W ASSOCIATE GENERAL COUNSEL 50.00 X 0 259977 47092 KROETZ JANET CNO 50.00 X 0 309914 55580 LALAS ANGELA MANALO SVP FOR FINANCE 25.00 25.00 X 0 392362 50719 LANG KEVIN J CFO 35.00 15.00 X 0 1017015 67589 LENOSONDRA LEE VICE PRESIDENT 50.00 X 195712 81020 41435 PAPPAS JAMES VP, QUALITY AND PATIENT SAFETY 25.00 25.00 X 0 0 431351 RICHARD G RAJARATNAM VICE PRESIDENT 50.00 X 0 475200 0 SMITH WHITNEY P ASSISTANT CORPORATE SECRETARY 0.50 49.50 X 0 72412 20974 WINSLOW GERALD VP-MISSION & CULTURE 47.50 2.50 X 0 189731 22795 WREN DAVID GORDON VP FOR AMBULATORY SERVICES 50.00 X 0 276230 52951 WRIGHT TREVOR G COO 45.00 5.00 X 0 553146 49537 ZIRKELBACHMARK E CIO 45.00 5.00 X 0 352168 41810 BULL BRIAN SECRETARY THROUGH 04/14/16 0.50 X 0 0 0 MARKOVICHSUSAN R EXEC DIRECTOR-PT CARE SVCS 40.00 X 155410 0 29476 NATIONILSA A EXEC DIRECTOR-PERIOP SERVICES 40.00 X 153590 0 28919 CHOIDONGRAK PHYSICIST PHD LEAD 40.00 X 271517 0 39896 DONKORKOFI NTI POKU SUPERVISOR-PHARMACY INPATIENT 40.00 X 335824 0 41726 GHEBREMEDHINABIEL GHEBRESELASSIE PHYSICIST PHD LEAD 40.00 X 276490 0 40031 NORRISPAUL M EXEC DIRECTOR-PHARMACY 40.00 X 308719 0 40789 PATYALBALDEV R CHIEF PHYSICIST 40.00 X 310985 0 40842 FIKE RUTHITA J FORMER 0.00 X 0 220410 0 FONTOURA DANIEL ELBIO FORMER 0.00 X 0 225246 0 3532350 8275110 2858498 1202 1 1 0 LOMA LINDA UNIV SHARED SERVICES BC 209 LOMA LINDA CA 92354 SHARED SERVICES 30595045 FACULTY PHYSICIANS AND SURGEONS 11175 CAMPUS ST 11120 LOMA LINDA CA 92350 MEDICAL DIRECTORS, TEAM CLINIC SUPPORT, 16157206 LOMA LINDA UNIV HEALTH 11175 CAMPUS ST 11006 LOMA LINDA CA 92354 ADMINISTRATION FEES 7964129 NORDIC CONSULTING INC 740 REGENT ST SUITE 400 MADISON WI 53715 INFORMATION SYSTEMS CONSULTING 7899609 HURON CONSULTING SERVICES LLC 3005 MOMENTUM PL CHICAGO IL 606895330 PERFORMANCE INPROVEMENT CONSULTING 5054906 105 3034 79650 20150 82214361 82317195 PATIENT CARE 446110 952652740 952652740 HOSPITAL QUALITY ASSURANCE PROGRA 446110 72047490 72047490 NET ASSETS RELEASED FROM RESTRICT 446110 1423911 1423911 80366970 80366970 1106491111 10690319 10690319 749152 749152 43800 79650 23110 20690 20690 18576680 11433554 7143126 6175481 967645 PARTNERSHIP INCOME-EPIC MANAGEMEN 523000 1287039 1287039 1287039 1208698632 1124106063 2254684 20690 1361666 1361666 771907 771907 7214325 367395 6846930 328738196 296360265 32518572 -140641 12459413 12319587 139826 75585156 73410198 2174958 36408350 31569920 4811218 27212 4041129 2938010 1103119 694751 521063 173688 1615396 1211547 403849 53184282 50231836 2952446 -199951 -199951 171718836 170537305 1181531 2680463 1295705 1384758 58000257 44944504 13055753 703011 619021 83990 305816 162088 143728 32446371 32446371 22304697 22304697 57822067 38886398 18935669 7319061 1147428 6171633 PURCHASED SERVICES 111995651 96194067 15781356 20228 PROVIDER FEE EXPENSE 33877546 25408160 8469386 RESTRICTED FUND EXPENSE 2704139 2704139 LOSS ON BOND DEFEASANCE 307644 307644 -8727929 -8421449 -306480 1015332250 867153101 148272350 -93201 331535107 358513955 44355940 45817225 3035268 60450141 339967284 603213413 24223433 27132549 6629187 18270921 1890124840 921628129 839003723 968496711 120126710 736142624 1708876652 2818037539 279020833 481724604 4568142 647864035 1375105613 89008667 83277362 40203659 31841406 1056097194 1976517127 X 605240552 713543145 47538906 127977267 652779458 841520412 1708876652 2818037539 X 193366382 -4072902 -552526 X X 0 1 X 1 0 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED X 0 0 0 0 0 0 1 1211547 0 0 1211547 0 PART II-B, LINE 1: THE CRITICAL NEED FOR HEALTH CARE REFORM IS APPARENT TO ALL AMERICANS. LOMA LINDA UNIVERSITY MEDICAL CENTER ("LLUMC") BELIEVES THAT HEALTH CARE PROVIDERS MUST PARTICIPATE IN FORMING HEALTH CARE POLICY BY ASSISTING OUR REPRESENTATIVES AND THEIR STAFF MEMBERS TO BETTER UNDERSTAND THE COMPLEXITIES AND RAMIFICATIONS OF KEY HEALTH CARE POLICY ISSUES. TO CARRY OUT LLUMC'S ROLE IN DEVELOPING BENEFICIAL HEALTH CARE POLICIES, LLUMC WORKS TO ESTABLISH RELATIONSHIPS WITH REPRESENTATIVES AND INDUSTRY ASSOCIATIONS WHICH CAN BE UTILIZED TO COMMUNICATE LLUMC'S POSITIONS ON MAJOR HEALTH CARE ISSUES. NATIONAL AND LOCAL REPRESENTATIVES ARE CONTACTED BY LLUMC AT KEY TIMES DURING THE LEGISLATIVE AND REGULATORY PROCESS TO COMMUNICATE HOW PROPOSED LAWS MIGHT HELP OR IMPEDE LLUMC'S ABILITY TO PROVIDE COST- EFFECTIVE, QUALITY CARE TO PATIENTS. LLUMC PARTICIPATES WITH VARIOUS HEALTH CARE INDUSTRY ASSOCIATIONS IN ADVOCATING HEALTH CARE PUBLIC POLICY INTERESTS. NO TIME IS SPENT INTERVENING IN ANY POLITICAL CAMPAIGN. THE LOBBYING EFFORTS OF LLUMC ARE PRIMARILY THAT OF AN EDUCATOR TO GOVERNMENT AND INDUSTRY REPRESENTATIVES ON THE PROVISION OF QUALITY CARE AND THE RELATED COST OF SUCH CARE. LLUMC IS INVOLVED IN THIS EDUCATION PROCESS DUE TO ITS PROMINENCE IN THE HEALTH CARE FIELD INCLUDING PATIENT CARE, TEACHING, AND MEDICAL RESEARCH. 53639857 53639857 441478154 128113435 313364719 379097576 149736918 229360658 764809834 643777776 121032058 251099419 251099419 968496711 ASSETS WHOSE USE IS LIMITED, NET OF CURRENT PORTION 666597853 OTHER LONG-TERM ASSETS 69544771 736142624 OTHER LONG-TERM LIABILITIES 31841406 31841406 X PART X, LINE 2: THE PRINCIPAL OPERATIONS OF LLUMC ARE EXEMPT FROM TAXATION PURSUANT TO INTERNAL REVENUE CODE SECTION 501(C)(3) AND THE RELATED STATE PROVISIONS. ACCOUNTING STANDARDS CODIFICATION (ASC) 740, INCOME TAXES, CLARIFIES THE ACCOUNTING FOR INCOME TAXES BY PRESCRIBING A MINIMUM RECOGNITION THRESHOLD THAT A TAX POSITION IS REQUIRED TO MEET BEFORE BEING RECOGNIZED IN THE FINANCIAL STATEMENTS. ASC 740 ALSO PROVIDES GUIDANCE ON DERECOGNITION, MEASUREMENT, CLASSIFICATION, INTEREST AND PENALTIES, DISCLOSURE, AND TRANSITION. THE GUIDANCE IS APPLICABLE TO PASS-THROUGH ENTITIES AND TAX-EXEMPT ORGANIZATIONS. NO SIGNIFICANT TAX LIABILITY FOR TAX BENEFITS, INTEREST OR PENALTIES ACCRUED OR NEEDED TO BE ACCRUED AT DECEMBER 31, 2016 OR 2015. LLUMC CURRENTLY FILES FORM 990 (INFORMATIONAL RETURN OF ORGANIZATIONS EXEMPT FROM INCOME TAXES) AND FORM 990-T (BUSINESS INCOME TAX RETURN FOR AN EXEMPT ORGANIZATION) IN THE U.S. FEDERAL JURISDICTION AND THE STATE OF CALIFORNIA FOR EACH TAX-EXEMPT ORGANIZATION AS APPROPRIATE. LLUMC IS NOT SUBJECT TO INCOME TAX EXAMINATIONS PRIOR TO 2013 IN MAJOR JURISDICTIONS. PROTON TREATMENT CENTER GOLF TOURNA 123450 79650 43800 23110 123450 79650 43800 23110 23110 20690 1 1 X 1 X 1 X 1 1 0 1 1 5576987 5576987 0.00550 323799597 249907248 73892349 0.07280 10619715 7118663 3501052 0.00340 339996299 257025911 82970388 0.08170 56 185150 1295533 1295533 0.00130 51774725 8738569 43036156 0.04240 6316563 3463411 2853152 0.00280 1113208 1113208 0.00110 5 75817 198436 198436 0.00020 61 260967 60698465 12201980 48496485 0.04780 61 260967 400694764 269227891 131466873 0.12950 15 14049 51340 51340 0.00010 21 10142 75158 75158 0.00010 36 24191 126498 126498 0.00020 1 48091000 10570402 207498327 322474564 -114976237 X 1 1 1 1 LOMA LINDA UNIVERSITY MEDICAL CENTER 11234 ANDERSON ST LOMA LINDA CA 92354 X X X X X X X LOMA LINDA UNIVERSITY MEDICAL CENTER 1 0 0 1 X X X X X X X X X X 16 1 1 1 1 X SEE SECTION C X X 1 16 1 SEE SECTION C 0 1 X 200.000000000000 350.000000000000 X X X X X X 1 1 X X X X 1 X SEE SECTION C X SEE SECTION C X SEE SECTION C X X X X X X X 1 0 1 0 0 LOMA LINDA UNIVERSITY MEDICAL CENTER PART V, SECTION B, LINE 13H: NUMBER OF FAMILY MEMBERS. LOMA LINDA UNIVERSITY MEDICAL CENTER PART V, SECTION B, LINE 16J: POLICY POSTED ON THE STATE OF CALIFORNIA OFFICE OF STATEWIDE HEALTH PLANNING AND DEVELOPMENT (OSHPD) WEBSITE. PART VI, LINE 6 EXPLANATION: AFFILIATED HEALTH CARE SYSTEMLLUMC IS A PART OF LOMA LINDA UNIVERSITY HEALTH WHICH INCLUDES 4 LICENSED HOSPITALS, A UNIVERSITY, AND A FACULTY MEDICAL GROUP. LLU HOSPITALS JOINED TOGETHER WITH OTHER ENTITIES IN THE LOMA LINDAUNIVERSITY HEALTH SCIENCES SYSTEM IN FORMING THE INSTITUTE FOR COMMUNITY PARTNERSHIPS (ICP). ICP ASPIRES TO INCREASE COMMUNICATION, COLLABORATION, AND EMPOWERMENT OF ALL ON-CAMPUS ENTITIES SERVING THE LOCAL COMMUNITY AS WELL AS THEIR COMMUNITY PARTNERS. THE MEDICAL CENTER'S COMMUNITY HEALTH DEVELOPMENT DEPARTMENT IS ALSO ACTIVE IN CHANNELING STUDENT AND FACULTY VOLUNTEERS FROM LOMA LINDA UNIVERSITY INTO SERVICE AND SERVICE LEARNING PROJECTS IN THE LOCAL COMMUNITY. PART VI, LINE 1 EXPLANATION: REQUIRED DESCRIPTIONSPART I, LINE 3C: LLUMC USES FPG TO DETERMINE ELIGIBILITY FOR PROVIDING DISCOUNTED CARE TO LOW INCOME INDIVIDUALS.PART I, LINE 6A: LLUMC, LLUMC-MURRIETA, AND BMC SUBMIT AN ANNUAL COMMUNITY BENEFIT REPORT TO OSHPD.PART I, LINE 7G: HOME CARE (CC 8401) = $2,853,152, & UNREIMBURSED ORGAN COSTS.PART I, LINE 7 COLUMN E: HEALTH PROFESSIONALS EDUCATION AND RESEARCH - $44,149,364PART I, LINE 7: MEDICAL CARE SERVICES - $82,970,388, COMMUNITY HEALTH IMPROVEMENT - $1,620,467PART III, LINE 3: BAD DEBT - $10,570,402PART III, LINE 8: N/APART III, LINE 9B: YES, REFER TO CHARITY CARE AND FINANCIAL ASSISTANCE POLICYPART V, LICENSED HOSPITAL, GENERAL MEDICAL AND SURGICAL, CHILDREN'S HOSPITAL, TEACHING HOSPITAL, RESEARCH FACILITY, AND ER 24 HOURSPART V LINES 6A AND 6B: YES. LLLUMC, LLUCH, LUBMC AND LLU-MURRIETA. COMMUNITY BENEFIT REPORT SUBMITTED AND COMPLIANT WITH THE CALIFORNIA'S OFFICE OF STATEWIDE HEALTH PLANNING AND DEVELOPMENT REPORT SUBMISSION REQUIREMENTS. IN JANUARY 2016, THE HOSPITAL ASSOCIATION OF SOUTHERN CALIFORNIA CONTRACTED WITH SCIENTIFIC TECHNOLOGIES CORPORATION TO COMPLETE A REGIONAL COMMUNITY HEALTH NEEDS ASSESSMENT (CHNA) FOR SEVERAL OF ITS MEMBER HOSPITALS REPRESENTING THE GREATER INLAND EMPIRE (INCLUDING SAN BERNARDINO AND RIVERSIDE COUNTIES). NINE SERVICE AREAS WERE IDENTIFIED FOR THIS REPORT. THEY INCLUDE: LOMA LINDA UNIVERSITY MEDICAL CENTER (LLUMC), LLUMC-MURRIETA, PARKVIEW, SAN ANTONIO, REDLANDS, SAN BERNARDINO MOUNTAINS COMMUNITY HOSPITAL, SAN GORGONIO, RIDGECREST, AND MONTCLAIR. THE SERVICE AREA FOR LOMA LINDA UNIVERSITY CHILDREN'S HOSPITAL (LLUCH) AND LOMA LINDA UNIVERSITY BEHAVIORAL MEDICINE CENTER (LLUBMC) ARE SAME AS THAT OF THE LLUMC SERVICE AREAS. THE REPORT IS PUBLICALLY AVAILABLE ON THE MEDICAL CENTER'S WEBSITE: HTTPS://MEDICAL-CENTER.LOMALINDAHEALTH.ORG/ABOUT-US/COMMUNITY-BENEFIT/COMMUNITY-BENEFIT-REPORTS-RESOURCES. PAPER COPY OF ANNUAL COMMUNITY BENEFIT REPORT, COMMUNITY HEALTH NEEDS ASSESSMENT AND COMMUNITY HEALTH IMPLEMENTATION PLAN 2017-2019 ARE AVAILABLE UPON REQUEST. PART III, LINE 2: EXPLANATION: PATIENT SERVICE REVENUE IS REDUCED BY THE PROVISION FOR BAD DEBTS AND ACCOUNTS RECEIVABLE ARE REDUCED BY AN ALLOWANCE FOR DOUBTFUL ACCOUNTS. THESE AMOUNTS ARE BASED ON MANAGEMENT'S ASSESSMENT OF HISTORICAL AND EXPECTED COLLECTIONS FOR EACH MAJOR PAYOR SOURCE, CONSIDERING BUSINESS AND ECONOMIC CONDITIONS, TRENDS IN HEALTH CARE COVERAGE AND OTHER COLLECTION INDICATORS. SEEFOOTNOTE TO 2016 LLUMC'S FINANCIAL STATEMENTS, PAGE 11 & 12, NOTES TO COMBINED FINANCIAL STATEMENTS. PART III, LINE 3: EXPLANATION: ESTIMATED AMOUNT OF BAD DEBT EXPENSE REPORTED FOR PATIENTS ELIGIBLE UNDER LLUMC'S FINANCIAL ASSISTANCE POLICY IS DERIVED BY DEVELOPING A COST-TO-CHARGE RATIO OF 21.98% (ADJUSTED PATIENT CARE COSTS/GROSS PATIENT CHARGES) AND MULTIPLYING AGAINST BAD DEBT EXPENSE. LLUMC'S ESTIMATED COSTS OF CARE FOR ELIGIBLE PATIENTS REPRESENT THE AMOUNT OF BAD DEBT EXPENSE RELATED TO COMMUNITY BENEFIT. THE RATIONALE FOR THIS METHODOLOGY IS THAT ELIGIBLE PATIENTS WILL QUALIFY FOR DEEPLYDISCOUNTED OR FULLY DISCOUNTED PAYMENT FINANCIAL ASSISTANCE THAT WOULD RESULT IN ADJUSTED CHARGES THAT ARE COMPARABLE WITH ACTUAL COST. PART VI, LINE 2 A REGIONAL COMMUNITY HEALTH NEEDS ASSESSMENT (CHNA) WAS CONDUCTED IN 2016. DETAILED PLANS FOR EACH LICENSED HOSPITAL WERE CREATED TO MEET THE IDENTIFIED COMMUNITY NEEDS, AND ADDRESS COMMUNITY PLANS TO ADDRESS NEEDS THE HOSPITALS ARE UNABLE TO PROVIDE. WORKING AS A COHESIVE GROUP TO GATHER AND ANALYZE DATA FOR VARIOUS SERVICE AREAS WAS VITAL. A THREE- TIERED DATA COLLECTION METHOD WAS USED AND INCLUDED THE COLLECTION AND ANALYSIS OF HEALTH INDICATORS, FOCUS GROUP SESSIONS AND A QUALITY OF LIFE SURVEY (QOL). PRIMARY AND SECONDARY HEALTH INDICATOR DATA WAS ASSESSED, BRINGING AREAS OF NEED TO THE FOREFRONT. FOCUS GROUPS WERE HELD IN EIGHT DIFFERENT LOCATIONS, BRINGING TOGETHER SEVERAL COMMUNITY LEADERS, HOSPITALS EXECUTIVES, BOARD REPRESENTATIVES AND MEMBERS OF THE COMMUNITY. ALLOWING COMMUNITY MEMBERS TO COME TOGETHER TO DISCUSS POINTS OF CONCERN, RESOURCES, POSITIVE CHANGES THAT HAVE BEEN MADE AND AREAS OF IMPROVEMENT WAS EXTREMELY EFFECTIVE. ADDITIONALLY, UNDERSTANDING THE CONCERNS OF THE INDIVIDUALS WHO LIVE AND WORK IN THE INLAND EMPIRE ALLOWED FOR DISCUSSION AND POSITIVE BRAIN STORMING. MASS DISTRIBUTION OF A QOL SURVEY WAS DISSEMINATED ACROSS THE INLAND EMPIRE.IN ADDITION TO IDENTIFYING RESPONDENT'S VIEWS ON VARIOUS COMMUNITY ISSUES AND HEALTH BEHAVIORS, THE SURVEY SERVES AS AN INSTRUMENT TO PRIORITIZE NEXT STEPS. THE CHNA ASSESSMENT WAS COMPLETED USING A THREE- TIERED DATA COLLECTION APPROACH, PRIMARY AND SECONDARY SOURCE DATA COLLECTION, QUALITY OF LIFE SURVEY AND FOCUS GROUPS. HEALTH INDICATORS (HOSPITALIZATIONS, SOCIAL DETERMINANTS OF HEALTH, DISCHARGES, MATERNAL AND CHILD HEALTH, MORTALITY AND MORBIDITY) WERE GATHERED FROM MULTIPLE PRIMARY AND SECONDARY PUBLIC DATA SOURCES. DATA WAS ABSTRACTED AND TRANSFERRED INTO AN EXCEL SPREADSHEET AND CLEANED. ALGORITHMS AND FORMULAS WERE CREATED IN SPREADSHEETS TO CHECK DATA FOR ACCURACY. ONCE DATA WAS CLEANED, IT WAS TRANSFERRED TO A STATA DATABASE USING STAT TRANSFER 10 AND WAS THEN ANALYZED. DATA ELEMENTS WERE STRATIFIED BY GENDER, AGE GROUPS, RACE/ETHNICITY AND LOCATION. PERCENTAGES AND RATES WERE CALCULATED AND ANALYZED FOR STATISTICAL SIGNIFICANCE.CONFIDENCE INTERVALS WERE USED TO SHOW THE DIFFERENCES IN THE OUTCOMES FOR SPECIFIC INDICATORS DISPLAYED IN BAR GRAPHS AND IN TABLES. THE QOL SURVEY WAS DESIGNED TO GAIN ANONYMOUS FEEDBACK FROM THOSE WHO LIVE AND WORK IN THE INLAND EMPIRE. THE SURVEY WAS DESIGNED TO BE ADMINISTERED ELECTRONICALLY THROUGH SURVEY MONKEY AND ALSO TO BE COMPLETED AS A PAPER DOCUMENT. THE QOL SURVEY WAS DISTRIBUTED IN VARIOUS FORMS INCLUDING, EMAIL LISTS, PAPER COPIES, MANY OF WHICH WERE PASSED OUT AT FOCUS GROUPS, LINKS ON SOCIAL MEDIA PAGES AND ALSO GIVEN AT HEALTH CARE FACILITIES. SPANISH VERSIONS WERE AVAILABLE FOR THOSE WHOSE FIRST LANGUAGE WAS NOT ENGLISH.THE REGIONAL CHNA WAS APPROVED AND FINALIZED ON APRIL 5, 2016 FOR ALL THREE LICENSED HOSPITALS AND THE OTHER HASC MEMBER HOSPITALS. THE CHNA REPORT IS A CRITICAL TOOL FOR LLUH HOSPITALS TO DEVELOP COMMUNITY BASED HEALTH PLAN AND INITIATIVE IN ADDITION TO THE REGULATORY REQUIREMENTS (CALIFORNIA'S COMMUNITY BENEFIT LEGISLATION - SB 697) AND THE AFFORDABLE CARE ACT - H.R. 3590). THE CHNA REPORT INCLUDED TOP DIAGNOSIS-RELATED GROUP (DRG) DISCHARGES FOR LLUH SERVICE AREAS (TOP 6 FOR LLUH: PSYCHOSES, SEPTICEMIA, JOINT REPLACEMENT, HEART FAILURE & SHOCK, DIGESTIVE DISORDER AND PNEUMONIA &PLEURISY). OUR INITIATIVES AND PROGRAMS WILL ALSO CONTINUE TO PROVIDE COMMUNITY MEMBERS WITH EDUCATION AND SUPPORT FOR POST DISCHARGE CARE. THE CHNA ALSO CONTINUES TO SUPPORT AND FULFILL LLUH'S MISSION: TO FURTHER THE TEACHING AND HEALING MINISTRY OF JESUS CHRIST. A WRITTEN PUBLIC RECORD OF THE CHNA PROCESS ALONG WITH THE LLUH COMMUNITY HEALTH IMPLEMENTATION PLAN (CHIP) AND ITS OUTCOMES WAS CREATED AND MADE AVAILABLE TO KEY STAKEHOLDERS IN THE COMMUNITY AND TO THE GENERAL PUBLIC. CHNA INFORMATION WILL BE DISSEMINATED TO PARTNERS AT MEETINGS, CONFERENCES, AND OTHER FUNCTIONS. IN ADDITION, THE REPORT IS PUBLICLY AVAILABLE ONLINE THROUGH LLUMC WEBSITE FOR INTERNAL AND EXTERNAL PURPOSES. LLUH IS ACTIVELY INVOLVED IN THE DEVELOPMENT OF COUNTYWIDE INITIATIVES. LLUH WAS HIGHLIGHTED THE COUNTY HEALTH RANKINGS FOR THEIR COLLABORATIVE WORK IN THE SAN BERNARDINO COUNTY. LLUH CONTINUES TO IDENTIFY THE AREA OF GREATEST NEED AND STRATEGICALLY INTEGRATE HEALTH AND WELLNESS PROGRAMS TO ADDRESS THE COMMUNITY NEEDS. IN ADDITION TO ANNUAL PROGRAMS AND INTERVENTIONS THROUGHOUT THE COMMUNITY, LLUH IS COMMITTED TO IMPROVING THE HEALTH OF OUR COMMUNITY BY ADDRESSING THE FINDINGS OF REGIONAL CHNA. LLUH WILL PROACTIVELY INITIATE AND ENGAGE IN PROGRAMS, WHICH EMPHASIZE ON THE SOCIAL, DETERMINATES OF HEALTH, COMMUNITY VITAL SIGNS AND THE HEALTHY PEOPLE 2020 GOALS. LLUH'S COMMUNITY HEALTH PLAN (2017-2019) WILL ALSO ALIGN WITH THE LLUH VISION 2020 INITIATIVES AND PRIORITY AREAS. LLUH COMMUNITY HEALTH DEVELOPMENT PRIORITY AREAS: CLINICAL CARE, EDUCATION AND WORKFORCE DEVELOPMENT, RESEARCH AND PRACTICE AND WHOLENESS. LLUH IS ROOTED IN PROMOTING WHOLENESS AND OUR COMMUNITY BENEFIT INVESTMENTS ARE DESIGNED TO SUPPORT THE COMMUNITY NEEDS. THE INITIATIVE AND PROGRAMS INCLUDES AN UNDERSTANDING OF THE COMMUNITY HEALTH STATUS AND THE BUILT IN ENVIRONMENT FOR OUR HEALTH SYSTEM'S READINESS TO MEET THE NEED OF OUR COMMUNITY. LLUH HAS ALSO PLAYED AN ACTIVE ROLE IN A COUNTYWIDE HEALTH IMPROVEMENT FRAMEWORK PART III, LINE 4: EXPLANATION: FOOTNOTE TO 2016 LLUMC'S FINANCIAL STATEMENTS THAT DESCRIBES BAD DEBT EXPENSE IS FOUND ON PAGES 11 & 12, NOTES TO COMBINED FINANCIAL STATEMENTS. PART VI, LINE 3 EXPLANATION: PATIENT EDUCATION OF ELIGIBILITY FOR ASSISTANCELLUMC SHALL POST NOTICES INFORMING THE PUBLIC OF THE CHARITY CARE/DISCOUNT PAYMENT POLICY. SUCH NOTICES SHALL BE POSTED IN HIGH VOLUME INPATIENT, AND OUTPATIENT SERVICE AREAS OF LLUMC, INCLUDING BUT NOT LIMITED TO, THE EMERGENCY DEPARTMENT, BILLING OFFICE, INPATIENT ADMISSION AND OUTPATIENT REGISTRATION AREAS OR OTHER COMMON PATIENT WAITING AREAS OF LLUMC. NOTICES SHALL ALSO BE POSTED AT ANY LOCATION WHERE A PATIENT MAY PAY THEIR BILL. NOTICES WILL INCLUDE CONTACT INFORMATION ON HOW A PATIENT MAY OBTAIN MORE INFORMATION ON FINANCIAL ASSISTANCE AS WELL AS WHERE TO APPLY FOR SUCH ASSISTANCE.1.1 THESE NOTICES SHALL BE POSTED IN ENGLISH AND SPANISH AND ANY OTHER LANGUAGES THAT ARE REPRESENTATIVE OF 5% OR GREATER OF PATIENTS IN LLUMC'S SERVICE AREA.2. A COPY OF THIS CHARITY CARE/DISCOUNT PAYMENT POLICY WILL BE MADE AVAILABLE TO THE PUBLIC UPON REASONABLE REQUEST. LLUMC WILL RESPOND TO SUCH REQUESTS IN A TIMELY MANNER. PART VI, LINE 4 EXPLANATION: COMMUNITY INFORMATIONLOMA LINDA UNIVERSITY HEALTH'S PRIMARY SERVICE AREA CAN BE DEFINED, BROADLY, AS CALIFORNIA'S INLAND EMPIRE - RIVERSIDE AND SAN BERNARDINO COUNTIES. THE INLAND EMPIRE IS A REGION OF SOUTHERN CALIFORNIA SITUATED DIRECTLY EAST OF THE LOS ANGELES METROPOLITAN AREA. RIVERSIDE AND SAN BERNARDINO COUNTIES RANGE FROM LAKE ARROWHEAD IN THE NORTH, YUCAIPA IN THE EAST, PERRIS IN THE SOUTH, AND ONTARIO IN THE WEST, SERVING A LITTLE OVER 4 MILLION PEOPLE WITH MORE THAN 90% FROM THE TWO COUNTIES. PART VI, LINE 5 EXPLANATION: PROMOTION OF COMMUNITY HEALTH IN 2016/2017 LLUH UPDATED THEIR COMMUNITY HEALTH IMPLEMENTATION PLAN FOR 2017 - 2019. FILL DRAFT OF THE REPORT IS AVAILABLE ON THE MEDICAL CENTER'S WEBSITE (HTTPS://MEDICAL-CENTER.LOMALINDAHEALTH.ORG/ABOUT-US/COMMUNITY-BENEFIT/COMMUNITY-BENEFIT-REPORTS-RESOURCES). LLUH COMMUNITY BENEFIT PROGRAM WILL SPECIFICALLY INCLUDE EVALUATION-BASED COMMUNITY PROGRAMS AND INITIATIVES TO ADDRESS THE PRIMARY CONCERNS OF THE COMMUNITY. FROM A SOCIAL DETERMINATES OF HEALTH, LLUH INVESTING PRIMARILY IN PROGRAMS THAT ARE FOCUSED TOWARDS SUPPORTING AND ENHANCING EDUCATION FOR THE IN-NEED POPULATION. SCHOLARSHIP (FULL AND PARTIAL) IS CREATED AT SAN MANUEL GATEWAY COLLEGE. THE COLLEGE HAS INTEGRATED TRAINING PROGRAMS IN HEALTH CAREERS WITH CLINICAL EXPERIENCE, ALLOWING STUDENTS TO BENEFIT FROM HANDS-ON TRAINING AND MENTORING BY LOMA LINDA UNIVERSITY HEALTH FACULTY AND STAFF. THESE SIX- TO 18-MONTH HEALTH CAREER CERTIFICATE PROGRAMS PROVIDE JOB ENTRY SKILLS FOR EMPLOYMENT OPPORTUNITIES AND VALUABLE COLLEGE CREDIT FOR STUDENTS WHO ELECT TO FURTHER THEIR EDUCATION. TRAINING PROGRAMS INCLUDE: MEDICAL ASSISTANT, CERTIFIED NURSING ASSISTANT, PHARMACY TECH AND COMMUNITY HEALTH WORKERS/PROMOTORES. THIS IN TURN DIRECTLY HELPS WITH OUR COMMITMENT TO WORKFORCE DEVELOPMENT AND CREATING JOB OPPORTUNITIES AND PLACEMENT FOR COMMUNITY MEMBERS. FROM A CLINICAL AND HEALTH CONDITION, WE WILL BE INVESTING AND SUPPORTING PROGRAMS THROUGH OUR COMMUNITY HEALTH INITIATIVES PILOT AWARDS AND SPONSORSHIP PROGRAM, SPECIFICALLY TO PROGRAMS THAT ARE FOCUSED ON IMPROVING MENTAL HEALTH, MANAGING AND ENHANCING CARE FOR INDIVIDUALS DIAGNOSED WITH DIABETES AND OBESITY. IN ADDITION, LISTED BELOW ARE KEY WHOLE PERSON CARE PROGRAMS AND AREA OF INVESTMENTS INSTITUTION-WIDE ON CONTINUING BASIS: " AGING CARE " BEHAVIORAL HEALTH CARE " CANCER CARE" CHILD CARE " CHRONIC DISEASE MANAGEMENT " REHABILITATION CARE " SICKLE CELL ANEMIA CARE " HEALTH CAREER PIPELINE PROJECTS " FAITH AND HEALTH INITIATIVESTHE COMMUNITY BENEFIT ADMINISTRATIVE COUNCIL (CBAC). WE HAVE INVITED NON-LLUH COMMUNITY HEALTH CARE LEADERS TO JOIN OUR COUNCIL IN FURTHER STRENGTHENING AND GUIDING THE COMMUNITY HEALTH DEVELOPMENT EFFORTS. CBAC REPORTS TO THE MISSION-FOCUSED SUBCOMMITTEE OF THE LLUMC BOARD OF TRUSTEES AND A BOARD MEMBER CONTINUES TO SERVE ON CBAC. CBAC'S COUNCIL MEMBERS MEET QUARTERLY TO REVIEW THE STATUS AND PROGRESS OF LLUCH, LLUMC LLUBMC, AND LLUMC-MURRIETA COMMUNITY BENEFIT INTERVENTIONS. IN 2017, LLUH FORMALLY CREATED THE COMMUNITY BENEFIT STEERING COMMITTEE (CBSC). CBSC IS A GROUP OF COMMUNITY LEADERS AND COMMUNITY REPRESENTATIVES, FROM VARIOUS COMMUNITY-BASED ORGANIZATIONS ARE INVITED TO BE PART OF THIS COMMUNITY STEERING COMMITTEE. THE MEMBERS WILL CONTRIBUTE TO LOMA LINDA UNIVERSITY HEALTH'S EFFORTS TO BETTER UNDERSTAND THE NEEDS OF OUR COMMUNITY; AND EVALUATE OUR PROGRAMS, INITIATIVES, AND EFFORTS ON AN ONGOING BASIS. THE COMMITTEE WILL ALSO HAVE AN INTEGRAL ROLE IN COMMUNITY HEALTH NEEDS ASSESSMENT (CHNA) AND ADVISE THE ORGANIZATION ON THE COMMUNITY HEALTH IMPLEMENTATION PLAN (CHIP).THE COUNCIL MEMBERS AND STEERING COMMITTEE WILL ASSURE ORGANIZATIONAL COMPLIANCE WITH RELEVANT COMMUNITY BENEFIT LEGISLATION. CORE PRINCIPLES: 1. EMPHASIS ON COMMUNITIES WITH DISPROPORTIONATE UNMET HEALTH NEEDS 2. EMPHASIS ON PRIMARY PREVENTION CARE 3. BUILD A SEAMLESS CONTINUUM OF CARE 4. EMPHASIS ON COMMUNITY CAPACITY BUILDING 5. EMPHASIS ON COLLABORATIVE GOVERNANCE PART VI, LINE 7 EXPLANATION: STATE FILING OF COMMUNITY BENEFIT REPORTCALIFORNIA'S COMMUNITY BENEFIT LAW WAS PASSED IN 1994, AND ITS IMPLEMENTATION PLACED UNDER THE SUPERVISION OF OSHPD (OFFICE OF STATEWIDE HEALTH PLANNING AND DEVELOPMENT , SEE ESPECIALLY THE HOSPITAL COMMUNITY BENEFIT PROGRAM). BEGINNING IN 1995, LOMA LINDA UNIVERSITY MEDICAL CENTER SUBMITS AN ANNUAL COMMUNITY BENEFIT REPORT THAT INCLUDES LOMA LINDA UNIVERSITY CHILDREN'S HOSPITAL, LOMA LINDA UNIVERSITY BEHAVIORAL MEDICAL CENTER, AND LOMA LINDA UNIVERSITY MEDICAL CENTER - MURRIETA. 1 SAC HEALTH SYSTEM 1455 EAST SECOND ST SAN BERNARDINO CA 92410 330664371 900000 DONATION TOWARDS OPERATIONAL COSTS RONALD MCDONALD HOUSE 11365 ANDERSON ST LOMA LINDA CA 92354 953167869 20000 PLEDGE PAYMENT 2016 CALIFORNIA FIRE CHIEFS EMS FIRE & EDU 1743 MIRO WAY RIALTO CA 92376 320241356 15000 CONFERENCE SPONSORSHIP-GOLD LOMA LINDA UNIVERSITY 24760 STEWART ST LOMA LINDA CA 92350 951816009 10200 MISSION SCHLORSHIP MISCLEEANEOUS LESS THAN 5000 12852 VARIOUS COMMUNITY CLINIC ASSN OF SAN BERNARDINO COUNTY 1800 WESTERN AVE SAN BERNARDINO CA 92411 5000 GOLD LEVEL SPONSORSHIP 5TH ANNUAL SYMPOSIUM 4 1 PHARMACEUTICALS/MEDICAL EQUIPMENT RENTAL 59898 BOOK PHARMACEUTICALS/MEDICAL EQUIPMENT RENTAL TRANSITIONAL LIVING/BOARD & CARE 615156 BOOK TRANSITIONAL LIVING/BOARD & CARE TRANSPORTATION 93134 BOOK TRANSPORTATION FOOD 1537 BOOK FOOD UTILITIES 2070 BOOK UTILITIES CLOTHES 112 INTERPRETING SERVICES PART I, LINE 2: LLUMC PROVIDES SPONSORSHIPS, DONATIONS, AND OTHER ASSISTANCE TO ORGANIZATIONS AND INDIVIDUALS AS PART OF ITS COMMITMENT TO COMMUNITY OUTREACH. DISBURSEMENTS FOR GRANTS AND OTHER ASSISTANCE ARE REVIEWED AND APPROVED BY MANAGEMENT PRIOR TO DISBURSEMENT. MANAGEMENT RECEIVES PERIODIC REPORTS REGARDING THESE ACTIVITIES AS PART OF THE COMMUNITY BENEFITS REPORT. X X 1 1 1 1 0 0 0 1 0 0 0 FIELD EDWARD L VICE PRESIDENT 0 212308 0 22415 0 39168 0 23459 0 21015 0 318365 0 0 HART RICHARD HENRY PRESIDENT 0 391000 0 0 0 83832 0 30466 0 21123 0 526421 0 0 HEINRICH KERRY L CEO/ADMINISTRATOR 1524103 0 0 0 0 0 0 0 0 0 1524103 0 0 0 BAKER J PETER SR VICE PRESIDENT 0 266000 0 30006 0 42662 0 28554 0 21169 0 388391 0 0 BUSSELL RACHELLE SR VICE PRESIDENT 0 310000 0 40600 0 68709 0 29597 0 22376 0 471282 0 0 EDWARDS LYNDON C SVP, ADULT HOSPITAL SERVICES 0 365000 0 44828 0 71773 0 30499 0 23219 0 535319 0 0 EISELE MELVIN ARTHUR VICE PRESIDENT 0 283000 0 28225 0 49842 0 28716 0 22502 0 412285 0 0 HADLEY HENRY ROGER CMO 0 367571 0 0 0 98331 0 30362 0 24192 0 520456 0 0 HANNAMYRNA LEE SECRETARY AS OF 04/14/16 0 124575 0 14900 0 20216 0 17185 0 11880 0 188756 0 0 HUBBARD MARK LEE ASSISTANT CORPORATE SECRETARY 0 367000 0 49420 0 156701 0 31852 0 27254 0 632227 0 0 HUGGINS L ORLANDO ASSISTANT CORPORATE SECRETARY 0 125284 0 12744 0 20243 0 17377 0 11880 0 187528 0 0 JEAN-MARIE JONATHAN VP/ADMINISTRATOR, EAST CAMPUS & SURG 0 120000 0 0 0 17676 0 16705 0 9302 0 163683 0 0 JOHNSTON CHRISTIAN W ASSOCIATE GENERAL COUNSEL 0 216000 0 17305 0 26672 0 26418 0 20674 0 307069 0 0 KROETZ JANET CNO 0 242000 0 27278 0 40636 0 28094 0 27486 0 365494 0 0 LALAS ANGELA MANALO SVP FOR FINANCE 0 292500 0 35952 0 63910 0 29182 0 21537 0 443081 0 0 LANG KEVIN J CFO 0 637000 0 86660 0 293355 0 38338 0 29251 0 1084604 0 0 LENOSONDRA LEE VICE PRESIDENT 135101 60088 16349 0 44262 20932 17385 9368 9405 5277 222502 95665 0 0 RICHARD G RAJARATNAM VICE PRESIDENT 0 475200 0 0 0 0 0 0 0 0 0 475200 0 0 WINSLOW GERALD VP-MISSION & CULTURE 0 142388 0 400 0 46943 0 6401 0 16394 0 212526 0 0 WREN DAVID GORDON VP FOR AMBULATORY SERVICES 0 246000 0 0 0 30230 0 27485 0 25466 0 329181 0 0 WRIGHT TREVOR G COO 0 425000 0 42779 0 85367 0 26228 0 23309 0 602683 0 0 ZIRKELBACHMARK E CIO 0 317440 0 560 0 34168 0 29930 0 11880 0 393978 0 0 MARKOVICHSUSAN R EXEC DIRECTOR-PT CARE SVCS 129295 0 10718 0 15397 0 17296 0 12180 0 184886 0 0 0 NATIONILSA A EXEC DIRECTOR-PERIOP SERVICES 124346 0 12154 0 17090 0 17039 0 11880 0 182509 0 0 0 CHOIDONGRAK PHYSICIST PHD LEAD 239605 0 558 0 31354 0 28016 0 11880 0 311413 0 0 0 DONKORKOFI NTI POKU SUPERVISOR-PHARMACY INPATIENT 322290 0 2477 0 11057 0 29546 0 12180 0 377550 0 0 0 GHEBREMEDHINABIEL GHEBRESELASSIE PHYSICIST PHD LEAD 242859 0 908 0 32723 0 28151 0 11880 0 316521 0 0 0 NORRISPAUL M EXEC DIRECTOR-PHARMACY 250624 0 21699 0 36396 0 28909 0 11880 0 349508 0 0 0 PATYALBALDEV R CHIEF PHYSICIST 262973 0 558 0 47454 0 28962 0 11880 0 351827 0 0 0 FIKE RUTHITA J FORMER 0 0 0 0 0 220410 0 0 0 0 0 220410 0 0 FONTOURA DANIEL ELBIO FORMER 0 0 0 0 0 225246 0 0 0 0 0 225246 0 0 PART I, LINE 3 PLEASE SEE EXPLANATION FOR PART VI, SECTION B, LINE 15 THAT IS LISTED UNDER SCHEDULE O. PART I, LINES 4A-B THE FOLLOWING LLUH EMPLOYEE'S RECEIVED A SEVERANCE PAYMENT: FIKE, RUTHITA J RECEIVED SEVERANCE OF $220,410. DICKINSON, ELIZABETH J RECEIVED SEVERANCE OF $235,290. THE FOLLOWING LLUH EMPLOYEES PARTICIPATED IN, AND RECEIVED PAYMENT FROM, A SUPPLEMENTAL NONQUALIFIED RETIREMENT PLAN: EDWARDS, LYNDON C. $52,410 NET FLEX PLAN CREDITS PAID TO EMPLOYEE IN CASH. $1,933 TAX INDEMNIFICATION AND GROSS-UP PAYMENTS. HADLEY, HENRY ROGER $58,173 NET FLEX PLAN CREDITS PAID TO EMPLOYEE IN CASH. $483 TRAVEL FOR COMPANIONS. $6,658 TAX INDEMNIFICATION AND GROSS-UP PAYMENTS. HART, RICHARD HENRY $60,725 NET FLEX PLAN CREDITS PAID TO EMPLOYEE IN CASH. $4,678 TAX INDEMNIFICATION AND GROSS-UP PAYMENTS. HUBBARD, MARK LEE $48,880 NET FLEX PLAN CREDITS PAID TO EMPLOYEE IN CASH. $74,868 SERP FUNDING PAID TO EMPLOYEE IN CASH. $4,193 TAX INDEMNIFICATION AND GROSS-UP PAYMENTS. KROETZ, JAN $17,232 NET FLEX PLAN CREDITS PAID TO EMPLOYEE IN CASH. $4,616 TAX INDEMNIFICATION AND GROSS-UP PAYMENTS. LALAS, ANGELA MANALO $44,175 NET FLEX PLAN CREDITS PAID TO EMPLOYEE IN CASH. $542 TRAVEL FOR COMPANIONS. $636 TAX INDEMNIFICATION AND GROSS-UP PAYMENTS. LANG, KEVIN J $3,356 EMPLOYER CONTRIBUTIONS/PAYMENTS FOR ELECTIVE BENEFITS (INCLUDES VESTED AND FORFEITED BENEFITS FUNDED IN PRIOR YEARS). $119,514 NET FLEX PLAN CREDITS PAID TO EMPLOYEE IN CASH. $132,369 SERP FUNDING PAID TO EMPLOYEE IN CASH. $634 TRAVEL FOR COMPANIONS. $6,245 TAX INDEMNIFICATION AND GROSS-UP PAYMENTS. WRIGHT, TREVOR $68,559 NET FLEX PLAN CREDITS PAID TO EMPLOYEE IN CASH. $1,494 TAX INDEMNIFICATION AND GROSS-UP PAYMENTS. WINSLOW, GERALD $6,107 NET FLEX PLAN CREDITS PAID TO EMPLOYEE IN CASH. $1,679 TAX INDEMNIFICATION AND GROSS-UP PAYMENTS. FIELD, EDWARD L $17,028 NET FLEX PLAN CREDITS PAID TO EMPLOYEE IN CASH. $1,145 TAX INDEMNIFICATION AND GROSS-UP PAYMENTS. BAKER, PETER J $27,741 NET FLEX PLAN CREDITS PAID TO EMPLOYEE IN CASH. $665 TAX INDEMNIFICATION AND GROSS-UP PAYMENTS. BUSSELL, RACHELLE $38,397 NET FLEX PLAN CREDITS PAID TO EMPLOYEE IN CASH. $1,993 TAX INDEMNIFICATION AND GROSS-UP PAYMENTS. EDWARDS, LYNDON C $52,410 NET FLEX PLAN CREDITS PAID TO EMPLOYEE IN CASH. $1,933 TAX INDEMNIFICATION AND GROSS-UP PAYMENTS. EISELE, MELVIN A $31,713 NET FLEX PLAN CREDITS PAID TO EMPLOYEE IN CASH. $1,188 TAX INDEMNIFICATION AND GROSS-UP PAYMENTS. HUBBARD,MARK L $48,880 NET FLEX PLAN CREDITS PAID TO EMPLOYEE IN CASH. $74,868 SERP FUNDING PAID TO EMPLOYEE IN CASH. $4,193 TAX INDEMNIFICATION AND GROSS-UP PAYMENTS. JEAN-MARIE,JONATHAN $11,032 NET FLEX PLAN CREDITS PAID TO EMPLOYEE IN CASH. $1,313 TAX INDEMNIFICATION AND GROSS-UP PAYMENTS. JOHNSTON, CHRISTIAN W $587 TAX INDEMNIFICATION AND GROSS-UP PAYMENTS. KROETZ, JANET $17,232 NET FLEX PLAN CREDITS PAID TO EMPLOYEE IN CASH. $4,616 TAX INDEMNIFICATION AND GROSS-UP PAYMENTS. LENO, SONDRA L $10,030 NET FLEX PLAN CREDITS PAID TO EMPLOYEE IN CASH. $535 TAX INDEMNIFICATION AND GROSS-UP PAYMENTS. WREN, DAVID G $17,263 NET FLEX PLAN CREDITS PAID TO EMPLOYEE IN CASH. $1,557 TAX INDEMNIFICATION AND GROSS-UP PAYMENTS. PART I, LINE 6 LOMA LINDA UNIVERSITY MEDICAL CENTER HAS AN INCENTIVE PLAN. PAYMENTS FOR INCENTIVE AWARDS ARE TRIGGERED ONLY IF, AMONG OTHER ESTABLISHED CRITERIA, NET INCOME EXCEEDS BUDGET BY AN ESTABLISHED PERCENTAGE. DISCLOSURE ON SCHEDULE J PART III THE OFFICERS LISTED ON THE FORM 990, PART VII, LINE 1A OR ON SCHEDULE J, PART II ARE EMPLOYED BY LLUH. LLUH PAYS THE COMPENSATION FOR THE OFFICERS LISTED AND REPORTS THE COMPENSATION AMOUNTS IN THE 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(II) REPRESENT TOTAL AMOUNTS OF COMPENSATION RECEIVED BY EACH OFFICER FROM LLUH. THE OFFICERS DO NOT RECEIVE ANY OTHER COMPENSATION AMOUNTS FROM RELATED ORGANIZATIONS. LLUH ALLOCATES THE COMPENSATION AMOUNTS TO THE APPLICABLE RELATED ORGANIZATIONS AND RECEIVES REIMBURSEMENT PAYMENTS. ALLOCATION PERCENTAGES OF THE COMPENSATION PAYMENTS FOR THE OFFICERS ARE AS FOLLOWS: BAKER, J. PETER COMPENSATION: 61% FUNDED BY LLUMC, 39% FUNDED BY MURRIETA BUSSELL, RACHELLE COMPENSATION, EXCLUDING INCENTIVE AND SERP BENEFIT: 100% FUNDED BY LLUSS. INCENTIVE AND SERP BENEFIT: 100% FUNDED BY LLUMC DICKINSON, ELIZABETH JANE COMPENSATION: 100% FUNDED BY MURRIETA EDWARDS, LYNDON C. COMPENSATION: 100% FUNDED BY LLUMC EISELE, MELVIN ARTHUR COMPENSATION: 100% FUNDED BY LLUMC FIELD, EDWARD L. COMPENSATION, EXCLUDING INCENTIVE AND SERP BENEFIT: 100% FUNDED BY LLUBMC. INCENTIVE AND SERP BENEFIT: 100% FUNDED BY LLUMC FIKE, RUTHITA COMPENSATION, EXCLUDING THE SERP BENEFIT: 10% FUNDED BY LOMA LINDA UNIVERSITY BEHAVIORAL MEDICINE CENTER (LLUBMC) AND 90% FUNDED BY LLUMC SERP BENEFIT: 100% FUNDED BY LLUMC FONTOURA, DANIEL COMPENSATION: 100% FUNDED BY LLUMC 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 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 JEAN-MARIE, JONATHAN COMPENSATION: 100% FUNDED BY LLUMC JOHNSTON, CHRISTIAN W. COMPENSATION, EXCLUDING INCENTIVE: 100% FUNDED BY LLUSS. INCENTIVE: 100% FUNDED BY LLUMC KROETZ, JANET COMPENSATION: 100% FUNDED BY LLUMC LALAS, ANGELA MANALO COMPENSATION, EXCLUDING INCENTIVE AND SERP BENEFIT: 20% FUNDED BY LLUSS AND 80% FUNDED BY LLUMC. INCENTIVE AND SERP BENEFIT: 100% FUNDED BY LLUMC LANG, KEVIN J. COMPENSATION, EXCLUDING INCENTIVE AND 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. INCENTIVE BENEFIT: 100% FUNDED BY LLUMC LENO, SONDRA COMPENSATION: 100% FUNDED BY LLUMC WINSLOW, GERALD COMPENSATION, EXCLUDING SERP BENEFIT: 5% FUNDED BY LLUSS AND 95% FUNDED BY LLUMC. SERP BENEFIT: 100% FUNDED BY LLUMC WREN, DAVID GORDON COMPENSATION: 55% FUNDED BY LLUHC, 45% FUNDED BY LLUMC WRIGHT, TREVOR COMPENSATION: 100% FUNDED BY LLUMC A CALIFORNIA STATEWIDE COMMUNITIES DEVELOPMENT AUTHORITY 680164610 13080SEX8 2014-12-01 547575000 FINANCE THE COSTS OF CAPITAL EXPENDITURES 0 0 0 B CALIFORNIA STATEWIDE COMMUNITIES DEVELOPMENT AUTHORITY 680164610 13080SML5 2016-12-01 947620000 FINANCE CONSTRUCTION PROJECT COSTS 0 0 0 A 573954611 37300500 6973307 11137907 518542897 2014 1 0 1 1 B 994737092 76193352 173979506 13349254 76734876 13196088 641289874 1 0 1 1 A 0 0 0 0 0 0 1 B 0 0 0 0 0 0 1 A 0 0 0 0 0 0 0 0 1 B 0 0 0 0 0 0 0 0 1 A 0 B 0 RIGSBY BEVERLY FAMILY OF OFFICER 207929 EMPLOYED BY LOMA LINDA UNIVERSITY MEDICAL CENTER AS THE SERVICE LINE DEVELOPMENT DIRECTOR FOR THE HSH - METABOLIC AND BARIATRIC DEPARTMENT.. 0 WALKER AMY FAMILY OF BOARD MEMBER 112503 EMPLOYED BY LOMA LINDA UNIVERSITY MEDICAL CENTER AS A RADIOLOGIC SPECIALIST-MAMMO. 0 FORM 990, PART VI, SECTION A, LINE 3 SEE THE SCHEDULE J EXPLANATION REGARDING MANAGEMENT COMPANY. FORM 990, PART VI, SECTION A, LINE 6 THE CORPORATE MEMBER OF LLUMC PURSUANT TO SECTION 9310 OF THE CALIFORNIA NONPROFIT RELIGIOUS CORPORATION LAW SHALL BE LOMA LINDA UNIVERSITY HEALTH, A CALIFORNIA NON-PROFIT RELIGIOUS CORPORATION, ACTING BY AND THROUGH ITS BOARD OF TRUSTEES. FORM 990, PART VI, SECTION A, LINE 7A LLUH, AS THE CORPORATE MEMBER, ELECTS THE BOARD OF TRUSTEES AT ITS QUINQUENNIAL MEETING. LLUH SHALL ALSO HAVE THE POWER TO FILL VACANCIES ON THE BOARD OF TRUSTEES BETWEEN THE QUINQUENNIAL ORGANIZATION MEETINGS. FORM 990, PART VI, SECTION A, LINE 7B LLUH, AS CORPORATE MEMBER, AT EACH REGULAR OR SPECIAL MEETING, SHALL INFORM ITSELF ON THE BUSINESS OF THE MEDICAL CENTER TO BE TRANSACTED; SHALL RECEIVE THE ANNUAL REPORT OF THE MEDICAL CENTER BUDGET AND AUDIT, AND TRANSACT SUCH OTHER BUSINESS AS MAY BE REQUESTED BY THE MEDICAL CENTER BOARD. FURTHER FUNCTIONS OF THE MEMBER ARE: (1) TO REMOVE FROM OFFICE ANY TRUSTEE OF THE MEDICAL CENTER WITH OR WITHOUT CAUSE. (2) TO REVIEW AND CONSULT WITH THE MEDICAL CENTER BOARD REGARDING THE APPOINTMENT OF THE MEDICAL CENTER PRESIDENT AND THE CHIEF EXECUTIVE OFFICER. HOWEVER, THE APPOINTMENT AND REMOVAL OF THE PRESIDENT AND THE CHIEF EXECUTIVE OFFICER ARE SOLELY THE LEGAL RESPONSIBILITY OF THE LLUMC BOARD. (3) TO APPROVE ALL CHANGES TO THE ARTICLES OF INCORPORATION AND BY-LAWS. (4) TO APPROVE ANY MERGER, CONSOLIDATION, DISSOLUTION, SALE OR TRANSFER OF MORE THAN TWENTY-FIVE PERCENT OF THE ASSETS OF LLUMC. (5) TO APPROVE ANY SIGNIFICANT CHANGE IN THE CORPORATE PURPOSE OF LLUMC. FORM 990, PART VI, SECTION B, LINE 11B THIS FORM 990 HAS BEEN REVIEWED BY INTERNAL AUDIT AND MANAGEMENT AND IS MADE AVAILABLE TO THE AUDIT COMMITTEE AND THE BOARD FOR REVIEW AND COMMENT BEFORE FILING. FORM 990, PART VI, SECTION B, LINE 12C GENERAL COUNSEL ANNUALLY OBTAINS STATEMENTS OF DISCLOSURE FROM TRUSTEES, OFFICERS, ADMINISTRATORS, KEY EMPLOYEES, AND OTHERS WHO MAKE OR AFFECT SIGNIFICANT DECISIONS AND REVIEWS THE FINDINGS WITH APPROPRIATE BOARDS AND COMMITTEES. THE BOARD OF TRUSTEES MAKES THE DECISIONS REGARDING QUESTIONS WHICH HAVE NOT BEEN SATISFACTORILY ANSWERED AFTER ADMINISTRATIVE CONSIDERATION. FORM 990, PART VI, SECTION B, LINE 15 LLUH, LLUMC'S PARENT ORGANIZATION, EMPLOYS AN INDEPENDENT OUTSIDE CONSULTING FIRM TO BENCHMARK COMPENSATION FOR LLUH EMPLOYEES. LLUMC'S CEO, CFO, AND VICE PRESIDENTS ARE EMPLOYED BY LLUH. THE LLUH EXECUTIVE COMPENSATION COMMITTEE USES THE RESULTS OF THE INDEPENDENT SURVEY TO ESTABLISH PAY SCALES FOR THE NEXT FISCAL YEAR. THE EXECUTIVE COMPENSATION COMMITTEE SETS THE TOTAL COMPENSATION BELOW THE INDUSTRY MEAN AND MEDIAN AMOUNTS PROVIDED IN THE SURVEY. THE EXECUTIVE COMPENSATION COMMITTEE IS COMPOSED OF TRUSTEES APPOINTED BY THE LLUH BOARD WHO ARE INDEPENDENT OF LLUH'S MANAGEMENT. THE EXECUTIVE COMPENSATION COMMITTEE IS APPOINTED BY THE LLUH BOARD OF TRUSTEES TO HAVE DIRECT RESPONSIBILITY FOR ESTABLISHING COMPENSATION, POLICIES, AND BENEFITS FOR THE SENIOR EXECUTIVES OF LLUH. THE COMMITTEE'S PROCESS INCLUDES CONTEMPORANEOUS SUBSTANTIATION OF DELIBERATIONS AND DECISIONS. FOR KEY EMPLOYEES OTHER THAN THE OFFICERS AS WELL AS EMPLOYEES IN LEADERSHIP POSITIONS, LLUMC MANAGEMENT, THROUGH ITS HUMAN RESOURCE DEPARTMENT, OBTAINS THE SERVICES OF AN INDEPENDENT CONSULTING FIRM TO CONDUCT NATIONWIDE COMPENSATION SURVEYS. MANAGEMENT USES THE COMPARABLE BENCHMARKS IN THE SURVEY RESULTS TO ESTABLISH OR REVIEW PAY SCALES FOR THE POSITION. THIS SURVEY CONDUCTED BY THE INDEPENDENT CONSULTING FIRM IS PERFORMED FOR THE ORGANIZATION EVERY TWO YEARS. INTERNALLY, THE HUMAN RESOURCE DEPARTMENT, CONDUCTS ANNUAL SURVEYS USING AT LEAST THREE SURVEY RESULTS FROM INDEPENDENT FIRMS TO ESTABLISH OR REVIEW THE REASONABLENESS OF COMPENSATION AMOUNTS. THIS PROCESS WAS LAST UNDERTAKEN IN DECEMBER OF 2015 FOR THE POSITION OF VP, ADMINISTRATOR, EAST CAMPUS HELD BY EDWARDS, LYNDON C.. THIS PROCESS WAS LAST UNDERTAKEN IN DECEMBER OF 2015 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 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 HELD BY HUBBARD, MARK LEE. THIS PROCESS WAS LAST UNDERTAKEN IN DECEMBER OF 2015 FOR THE POSITION OF CNO HELD BY KROETZ, JANET. 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 COO HELD BY WRIGHT, TREVOR. THIS PROCESS WAS LAST UNDERTAKEN IN DECEMBER OF 2014 FOR THE POSITION OF VP, MISSION AND CULTURE, LLUSS HELD BY WINSLOW, GERALD. FORM 990, PART VI, SECTION C, LINE 18 THE IRS FORM 990 IS AVAILABLE ON THE GUIDESTAR.COM WEBSITE AND ALSO MAY BE OBTAINED BY MAKING A REQUEST TO THE CFO AT 11175 CAMPUS ST., CSP 11006, LOMA LINDA, CA 92354. FORM 990, PART VI, SECTION C, LINE 19 LLUMC WILL MAKE ITS GOVERNING DOCUMENTS AND CONFLICT OF INTEREST POLICY AVAILABLE TO THE PUBLIC UPON REQUEST AND IN ACCORDANCE WITH IRS GUIDELINES. THE CONFLICT OF INTEREST POLICY IS POSTED ON THE ORGANIZATION'S INTERNAL WEBSITE FOR EMPLOYEES. LLUMC MAKES ITS UN-AUDITED QUARTERLY FINANCIAL STATEMENTS AND YEAR-END AUDITED FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC PURSUANT TO ITS CONTINUING DISCLOSURE AGREEMENTS WITH BONDHOLDERS. FORM 990, PART VII, LINE 1A: FOR EMPLOYEES OF LLUH OR LLUH AFFILIATES (ORGANIZATION(S)) RELATED TO THE FILING ORGANIZATION WHO DEVOTE LESS THAN FULL-TIME TO THE FILING ORGANIZATION (BASED UPON THE AVERAGE NUMBER OF HOURS PER WEEK SHOWN IN PART VII, SECTION A, COLUMN (B) OF THE RETURN) THE COMPENSATION AMOUNTS SHOWN IN COLUMNS (E) AND (F) WERE PROVIDED IN CONJUNCTION WITH THEIR RESPONSIBILITIES AND ROLES IN OTHER POSITIONS FOR ORGANIZATIONS RELATED TO THE FILING ORGANIZATION. THESE INDIVIDUALS EACH DEVOTE APPROXIMATELY 50 HOURS PER WEEK SERVING IN THEIR RESPECTIVE POSITIONS WITHIN THE ORGANIZATION. FORM 990, PART XI, LINE 9: DONATED EQUIPMENT 37,118. TRANSFER OF RESTRICTED FUNDS AND NET ASSETS TO LLUCH -586,832. EQUITY ADJUSTMENTS-BSC NET DEFICIT -2,812. FORM 990, PART XII, LINE 2B: THE FINANCIAL STATEMENTS OF LOMA LINDA UNIVERSITY MEDICAL CENTER WERE AUDITED BY AN INDEPENDENT FIRM AS PART OF THE 2016 COMBINED FINANCIAL STATEMENT AUDIT OF LOMA LINDA UNIVERSITY MEDICAL CENTER AND ITS AFFILIATES (WHICH ENCOMPASSES LOMA LINDA UNIVERSITY MEDICAL CENTER, LOMA LINDA MERCANTILE, LOMA LINDA UNIVERSITY MEDICAL ENTERPRISES, LOMA LINDA UNIVERSITY FACULTY PHARMACY, LOMA LINDA UNIVERSITY CHILDREN'S HOSPITAL, LOMA LINDA UNIVERSITY BEHAVIORAL MEDICAL CENTER, THE LOMA LINDA UNIVERSITY CHILDREN'S HOSPITAL FOUNDATION, LOMA LINDA UNIVERSITY HEALTHCARE PROPERTIES, LLC, AND LOMA LINDA UNIVERSITY MEDICAL CENTER-MURRIETA). FORM 990, PART XII, LINE 2C: LLUMC HAS FINANCE AND AUDIT COMMITTEES OF THE BOARD OF TRUSTEES THAT ASSUME RESPONSIBILITY FOR OVERSIGHT OF THE FINANCIAL STATEMENT AUDIT AND SELECTION OF THE INDEPENDENT FIRM. SCHEDULE H SECTION C LLUMC DISCLOSURES AFTER THE YEAR END OF DECEMBER 31, 2016, LLUMC UNDERWENT A THOROUGH REVIEW OF THE ORGANIZATION'S OVERALL COMPLIANCE WITH INTERNAL REVENUE CODE (IRC) SECTION 501(R) AND FINAL TREASURY REGULATIONS. DURING THIS ASSESSMENT, LLUMC AND AN EXTERNAL CONSULTANT REVIEWED THE FACILITIES' FINANCIAL ASSISTANCE POLICY (FAP), BILLING AND COLLECTIONS POLICY (B&C), PLAIN LANGUAGE SUMMARY (PLS), BILLING STATEMENTS AND NOTIFICATIONS, COMMUNITY HEALTH NEEDS ASSESSMENT (CHNA), AND RELATED INTERNAL PROCEDURES. SEVERAL GAPS, THAT WERE DEEMED TO BE MINOR DURING THIS REVIEW, WERE IDENTIFIED AND ARE IN THE PROCESS OF BEING CORRECTED. ADDITIONAL INFORMATION IS AVAILABLE UPON REQUEST. COMMUNITY HEALTH NEEDS ASSESSMENT PURSUANT TO TREASURY REGULATION SECTION 1.501(R)-3(B)(5)(I)(C), LLUMC MUST TAKE INTO ACCOUNT PUBLIC COMMENTS RECEIVED ON FACILITY'S CHNA AND IMPLEMENTATION STRATEGY (IS). IN 2016, LLUMC RECEIVED FEEDBACK FROM THE COMMUNITY SERVED VIA FOCUS GROUPS THAT WERE INCLUDED IN THE 2016 CHNA REPORT. THE COMMUNITY BENEFIT ADVISORY COUNCIL (CBAC) WAS CREATED IN 2012; MEMBERS INCLUDE LLUH LEADERSHIP, COUNTY LEADERSHIP, COMMUNITY-BASED ORGANIZATION LEADERS AND POPULATION HEALTH PHYSICIANS. STARTING JULY 1, 2017, THE INSTITUTION CREATED COMMUNITY BENEFIT STEERING COMMITTEE (CBSC) IN ADDITION TO THE CBAC, TO RECEIVE ONGOING FEEDBACK AND SHARE THE COMMUNITY BENEFIT ACTIVITIES. THE CBSC HAS GROUP OF COMMUNITY LEADERS, COMMUNITY REPRESENTATIVES, HEALTH CARE PROFESSIONALS AND PUBLIC HEALTH PROFESSIONALS FROM OUR COMMUNITY. THE MEMBERS WILL CONTRIBUTE TO LOMA LINDA UNIVERSITY HEALTH'S EFFORTS TO BETTER UNDERSTAND THE NEEDS OF OUR COMMUNITY; AND EVALUATE OUR COMMUNITY BENEFIT INITIATIVES ON AN ONGOING BASIS. THE COMMITTEE ALSO HAS AN INTEGRAL ROLE IN CHNA AND ADVISES THE ORGANIZATION ON THE IS. LLUMC'S COMMUNITY BENEFITS TEAM HAS DEVELOPED A PROCESS AND DOCUMENTATION TO ENSURE STRONGER COMMUNITY INVOLVEMENT IN ITS CHNA AND IS. PURSUANT TO TREASURY REGULATION SECTION 1.501(R)-3(B)(6)(I)(F), LLUMC MUST EVALUATE THE IMPACT THE FACILITY'S ACTIONS HAVE HAD ON THE COMMUNITY'S HEALTH NEEDS IDENTIFIED IN THE PRIOR CHNA. DURING 2016, THE PROCESS TO EVALUATE THE IMPACT OF THE CHNA AND IS HAD NOT BEEN CLOSELY MONITORED. SINCE JANUARY 1, 2017, THE PROCESS HAS BEEN IMPROVED TO EVALUATE THE IMPACT OF ACTIONS TAKEN BY LLUMC. PURSUANT TO TREASURY REGULATION SECTION 1.501(R)-3(C), LLUMC MUST ADOPT AN IMPLEMENTATION STRATEGY TO DESCRIBE HOW THE HOSPITAL FACILITY WILL AND WILL NOT ADDRESS THE SIGNIFICANT HEALTH NEEDS AS IDENTIFIED IN THE CHNA. THE COMMUNITY HEALTH PLAN REPORT 2017-2019 (ALSO KNOWN AS THE IMPLEMENTATION STRATEGY) DETAILED THE SIGNIFICANT HEALTH NEEDS IT WOULD ADDRESS. TO ENSURE ALL REGULATORY REQUIREMENTS ARE MET, THE COMMUNITY BENEFIT 2016 REPORT, COMMUNITY HEALTH NEEDS ASSESSMENT 2016 REPORT AND COMMUNITY HEALTH PLAN 2017-2019 REPORT, WERE AUDITED BY EXTERNAL AGENCY AND LEGAL ADVISORS. ALL GENERAL GUIDELINES AND REQUIREMENTS WERE MET FOR THE INSTITUTION. HOWEVER, THE REPORT DID NOT CLEARLY INCLUDE THE ANTICIPATED IMPACT OF THE ACTIONS, THE RESOURCES TO BE COMMITTED TO ADDRESSING THE NEEDS, AND ALL THE COLLABORATION EFFORTS IT INTENDS TO TAKE WITH OTHER ORGANIZATIONS. LLUMC ALSO DID NOT CLEARLY LIST AND RATIONALIZE THE SIGNIFICANT HEALTH NEEDS THEY WOULD NOT BE ADDRESSING. ON NOVEMBER 15, 2017, LLUMC PUBLISHED A REVISED COMMUNITY HEALTH IMPLEMENTATION STRATEGY 2017-2019 THAT WAS ADOPTED BY THE ORGANIZATION. LLUMC'S COMMUNITY BENEFIT REPORTING TEAM HAS UPDATED ITS INTERNAL PROCESSES TO ENSURE FUTURE REPORTS MEET THE REQUIREMENTS. 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