2016-11-14T15:57:54-06:00 2015-12-31 990 2015-01-01 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 2016-11-14 2015 2017-02-10 21:41:12Z ANGELA M LALAS 11234 ANDERSON ST LOMA LINDA CA 92354 1122336745 0 1071 X WWW.LLU.EDU X 1980 CA PROVIDE MEDICAL & HEALTH CARE SERVICES TO THE COMMUNITY 28 18 7696 0 2277820 1289674 23956040 12101720 1249192094 1082775396 8802800 8258828 6406874 8106362 1288357808 1111242306 3864639 1725944 0 0 617618203 467721139 0 0 1377143 596012406 554135723 1217495248 1023582806 70862560 87659500 1617294088 1708876652 999948250 1056097194 617345838 652779458 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 796475659 1725944 1096853196 THE 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 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 MURRIETA), 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. LLUH IS ACTIVELY INVOLVED IN THE DEVELOPMENT OF COUNTYWIDE INITIATIVES. LLUH WAS HIGHLIGHTED IN THE RELEASE OF THE 2012 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. LISTED BELOW ARE KEY PROGRAM HIGHLIGHTS AND AREA OF INVESTMENTS: * 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 INITIATIVESIN 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 ACTION ON THE UPSTREAM SOCIAL DETERMINANTS 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. 796475659 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 1 396 0 1 7696 1 1 1 0 0 0 0 0 0 0 0 0 0 X 28 18 0 0 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 HART RICHARD HENRY TRUSTEE/PRESIDENT 25.00 25.00 X X 0 472781 44615 HEINRICH KERRY TRUSTEE/CEO ADMINISTRATOR 30.00 20.00 X X 1475820 0 0 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 X 0 0 0 CHRISPENS JERE TRUSTEE 0.50 X 0 250 0 COOPER LOWELL TRUSTEE 0.50 X 0 0 0 FILLER STEVEN TRUSTEE 0.50 X 0 250 0 GRAHAM RICARDO TRUSTEE 0.50 X 0 250 0 HEGSTAD DOUGLAS TRUSTEE 0.50 X 0 335890 0 JACKSON DANIEL TRUSTEE 0.50 X 0 250 0 KIDDER MELISSA TRUSTEE 0.50 X 0 0 0 LANDLESS 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HURON CONSULTING SERVICES LLC 3005 MOMENTUM PL CHICAGO IL 606895330 PERFORMANCE IMPROVEMENT CONSULTING 11703160 LOMA LINDA UNIV HEALTH 11175 CAMPUS ST 11006 LOMA LINDA CA 92354 ADMINISTRATION FEES 7655968 ONELEGACY 221 S FIGUEROA ST STE 500 LOS ANGELES CA 90012 ORGAN PROCUREMENT 3708050 106 21301 151000 57000 473808 11398611 12101720 PATIENT CARE 446110 868930706 868930706 HOSPITAL QUALITY ASSURANCE PROGRA 446110 130028582 130028582 CAFETERIA 446110 5050771 5050771 78765337 78765337 1082775396 8106913 8106913 151915 151915 45225 151000 35655 9570 9570 17950288 11058784 6891504 5818972 1072532 PARTNERSHIP INCOME-EPIC MANAGEMEN 523000 1205288 1205288 1205288 1111242306 1096853196 2277820 9570 1253148 1253148 472796 472796 5934230 196774 5737456 335845525 303854695 32157401 -166571 11353208 11195985 157223 81992704 73716527 8276177 32595472 29408744 3175293 11435 4450182 3336820 1113362 478663 358071 120592 330602 330602 51971491 49787845 2183646 7994644 7994644 158957761 161720675 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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. 25000409 25000409 471017601 121041445 349976156 340150290 137180115 202970175 713541574 598550554 114991020 146065963 146065963 839003723 ASSETS WHOSE USE IS LIMITED, NET OF CURRENT PORTION 37859575 DEFERRED FINANCING COSTS 8262634 OTHER LONG-TERM ASSETS 50917990 FUNDS HELD IN ESCROW FOR ASSET CONSTRUCTION 2419844 DONOR-RESTRICTED ASSETS 20666667 120126710 OTHER LONG-TERM LIABILITIES 40203659 40203659 X PART X, LINE 2: THE PRINCIPAL OPERATIONS OF LLUMC ARE EXEMPT FROM TAXATION PURSUANT TO IRC SECTION 501(C)(3) AND THE RELATED STATE PROVISIONS. 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 WAS ACCRUED AT DECEMBER 31, 2014 OR 2013. 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 2011 IN MAJOR JURISDICTIONS. PROTON TREATMENT CENTER GOLF TOURNA 196225 151000 45225 35655 196225 151000 45225 35655 35655 9570 1 1 X 1 X 1 X 1 1 0 1 1 12964923 12964923 0.01270 418151041 299565139 118585902 0.11590 2059080 2386888 -327808 0.00000 433175044 301952027 131223017 0.12860 18 189843 1845375 433333 1412042 0.00140 1 1399 36469211 8556758 27912453 0.02730 1 747 4426264 2800593 1625671 0.00160 2898720 2898720 0.00280 42082 1788000 1788000 0.00170 20 234071 47427570 11790684 35636886 0.03480 20 234071 480602614 313742711 166859903 0.16340 2 142 246 246 0.00000 12 12400 12400 0.00000 14 142 12646 12646 1 42000000 12545000 181398506 166786223 14612283 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 13 1 1 1 1 X HTTP://LLUHCOMMUNITYENGAGEMENT.ORG/OUR-WORK X HTTP://HOME.LLU.EDU/LOCAL-COMMUNITY-ENGAGEMENT X 1 13 1 HTTP://LLUHCOMMUNITYENGAGEMENT.ORG/OUR-WORK 0 0 1 X 200.000000000000 350.000000000000 X X X X X X 1 1 X X X X 1 X SEE PART V X SEE PART V X SEE PART V X X X X X X 1 0 1 X 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 16I: 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) = $1,625,671 & UNREIMBURSED ORGAN COSTS.PART I, LINE 7 COLUMN E: HEALTH PROFESSIONALS EDUCATION AND RESEARCH - $30,811,172PART I, LINE 7: MEDICAL CARE SERVICES - $131,223,018, COMMUNITY HEALTH IMPROVEMENT - $3,646,683PART III, LINE 3: BAD DEBT - $12,006,389 PART 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 II, THE TASK OF CREATING HEALTHY ENVIRONMENTS CAN BE DAUNTING. TO CHANGE THE BUILT ENVIRONMENT INCLUDING LAND USE, TRANSPORTATION, HOUSING, AND OPEN SPACE OCCURS AT A SLOW PACE. CHANGING THE MOMENTUM FROM CURRENT PLANNING PRACTICES IN THE INLAND EMPIRE THAT HAVE RESULTED IN UNHEALTHY DEVELOPMENT PATTERNS WILL TAKE TIME, ATTENTION, AND AN ONGOING COMMITMENT FROM THE HEALTH SECTOR. THERE IS A SENSE OF URGENCY WITH THE GROWING CHRONIC DISEASES IN OUR REGION. THE NEED TO TAKE ACTION IS URGENT, HEALTH ORIENTED POLICIES ADOPTED TODAY WILL INFLUENCE ON-THE-GROUND DEVELOPMENT DECADES FROM NOW. THAT IS WHY OUR COMMUNITY PARTNERS ARE CRITICAL TO HELPING US ELEVATE THE HEALTH STATUS OF THE INLAND EMPIRE. BY WORKING TOGETHER AND COMBINING OUR RESOURCES AND STRENGTHS WE CAN MAKE A GREATER IMPACT IN OUR COMMUNITY. LLUMC SUPPORTS AND ENHANCES REGIONAL EFFORTS IN PLACE TO PROMOTE HEALTHIER COMMUNITIES. ONE OF THE OBJECTIVES IS TO PARTNER WITH OTHER NONPROFIT AND RELIGIOUS ORGANIZATIONS THAT SHARE OUR VALUES AND PRIORITIES TO IMPROVE THE HEALTH STATUS AND QUALITY OF LIFE OF THE COMMUNITY WE SERVE. THIS IS AN INTENTIONAL EFFORT TO AVOID DUPLICATION AND LEVERAGE THE SUCCESSFUL WORK ALREADY IN EXISTENCE IN THE COMMUNITY. MANY IMPORTANT SYSTEMIC EFFORTS ARE UNDERWAY IN OUR REGION AND WE HAVE BEEN IN PARTNERSHIP WITH MULTIPLE NOT-FOR-PROFITS TO PROVIDE QUALITY CARE TO THE UNDERSERVED IN OUR REGION. 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. SEE FOOTNOTE TO 2015 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 29.87% (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 DEEPLY DISCOUNTED OR FULLY DISCOUNTED PAYMENT FINANCIAL ASSISTANCE THAT WOULD RESULT IN ADJUSTED CHARGES THAT ARE COMPARABLE WITH ACTUAL COST. PART VI, LINE 2 EXPLANATION: NEEDS ASSESSMENTA COMMUNITY HEALTH NEEDS ASSESSMENT (CHNA) WAS CONDUCTED IN 2013, THE DETAILED PLANS FOR EACH LICENSED HOSPITAL WERE CREATED TO MEET THE IDENTIFIED COMMUNITY NEEDS, AND ADDRESS COMMUNITY PLANS TO ADDRESS COMMUNITY PLANS TO ADDRESS NEEDS THE HOSPITALS ARE UNABLE TO PROVIDE. THE CHNA WAS CONDUCTED NOT ONLY IN RESPONSE TO CALIFORNIA'S COMMUNITY BENEFIT LEGISLATION (SB 697) AND THE AFFORDABLE CARE ACT (H.R. 3590) BUT TO TRULY FULFILL THE MISSION OF LLUH: TO FURTHER THE TEACHING AND HEALING MINISTRY OF JESUS CHRIST. THE CHNA WAS APPROVED ON AUGUST 27, 2013 FOR ALL FOUR LICENSED HOSPITALS.COMMUNITY HEALTH DEVELOPMENT OF LLUMC HAS TAKEN A UNIQUE APPROACH TO THE ASSESSMENT PROCESS TO INCREASE OUR EFFECTIVENESS IN OUR PRIMARY SERVICE AREA, AND TO BE ON THE LEADING EDGE OF IMPLEMENTING HEALTHCARE REFORM. FOCUSING ON THE LEADING HEALTH INDICATORS, ALONG WITH DEATH AND DISEASE, HAVE SHOWN TO REDUCE THE POOR HEALTH IN OUR REGION. WE WILL ASK THE QUESTIONS 1) WHAT IS REALLY HURTING OUR COMMUNITIES? 2) HOW CAN WE MAKE A DIFFERENCE? 3) WHAT ARE THE HIGH IMPACT INTERVENTIONS? 4) WHO ARE OUR PARTNERS?, AND 5) WHO NEEDS OUR HELP THE MOST? OUR GOAL IS TO IDENTIFY EMERGING HEALTH ISSUES AND NEEDS AND PROVIDE SUFFICIENT DETAIL AT DIFFERENT LEVELS OF AGGREGATION TO SUPPORT POLICY AND PROGRAMMATIC DECISIONS. THE DATA COLLECTED IN THIS DOCUMENT WILL BE USED FOR MULTIPLE PURPOSES AND WILL CONTINUALLY BE EVALUATED FOR INTEGRITY, ACCURACY, TIMELINESS, AND THE ABILITY TO ASSIST INELEVATING THE HEALTH STATUS OF THE INLAND EMPIRE. BUILDING A HEALTHY ENVIRONMENT REQUIRES MULTIPLE STAKEHOLDERS WORKING TOGETHER WITH A COMMON PURPOSE. THE PRIMARY FOCUS OF THE ASSESSMENT IS TO ELEVATE THE HEALTH STATUS OF THE COMMUNITY AND THE DIVERSE POPULATIONS WE SERVE BY IDENTIFYING COMMUNITY NEED AND TO PRIORITIZE OUR COMMUNITY INTERVENTIONS. LLUH IS ROOTED IN PROMOTING WHOLENESS AND THE CHNA WAS MODELED AFTER THIS VALUE WITH OUR WHOLE COMMUNITY CARE MODEL THAT NOT ONLY INCLUDED THE HEALTH STATUS OF OUR POPULATION BUT THE ENVIRONMENT, THE SOCIAL DETERMINANTS IN OUR COMMUNITY AND THE READINESS OF OUR HEALTH SYSTEM TO TRULY MEET THE NEEDS OF OUR COMMUNITY. THE CHNA WAS CONDUCTED IN CONJUNCTION WITH SAN BERNARDINO AND RIVERSIDE COUNTY DEPARTMENTS OF PUBLIC HEALTH. LLUH HAS PLAYED AN ACTIVE ROLE IN A COUNTYWIDE HEALTH IMPROVEMENT FRAMEWORK, COMMUNITY VITAL SIGNS (CVS),A COMMUNITY-LED EFFORT IN PARTNERSHIP WITH SAN BERNARDINO COUNTY. THIS EFFORT DEVELOPED EVIDENCE-BASED GOALS AND PRIORITIES FOR ACTION THAT ENCOMPASSES POLICY, EDUCATION, ENVIRONMENT, AND SYSTEMS CHANGE. THE ESTABLISHED GOALS AND PRIORITIES WILL ALIGN WITH NATIONAL AND STATEWIDE EFFORTS THROUGH HEALTHY PEOPLE 2020 AND HEALTHY CALIFORNIA 2020. THE RESOURCES GATHERED BY CVS WILL ASSIST ORGANIZATIONS AND AGENCIES IN THE COUNTY TO DEVELOP OR ENHANCE PROGRAMS AND POLICIES TO BETTER MEET THE NEEDS OF RESIDENTS.THIS COLLABORATIVE EFFORT WILL ALLOW FOR A COLLECTIVE IMPACT MODEL TO ADDRESS THE HEALTH CHALLENGES IN OUR REGION. EVERY EFFORT HAS BEEN MADE TO ALIGN OUR DATA WITH COUNTYWIDEEFFORTS.QUANTITATIVE DATA*MORBIDITY AND MORTALITY COLLECTED FROM THE COUNTY HEALTH PROFILES.*HOSPITALIZATION AND EMERGENCY DEPARTMENT UTILIZATION FROM OSHPD AND LLUMC.*SOCIAL DETERMINANTS OF HEALTH AND HEALTH INDICATOR DATA WERE COLLECTED FROM THE U.S. CENSUS BUREAU, AMERICAN COMMUNITY SURVEY, COMMUNITY COMMONS, AND VARIOUS OTHER LOCAL, STATE, AND FEDERAL PUBLIC ACCESS DATABASES. TO VALIDATE THE DATA, AND TO ENSURE A BROAD REPRESENTATION OF THE COMMUNITY, QUALITATIVE DATA WAS COLLECTED FROM:*PHYSICIAN SURVEYS, TO IDENTIFY AREAS IN WHICH THE HEALTH SYSTEM CAN SUPPORT THE HEALTH OF THEIR PATIENTS IN OUR COMMUNITY INITIATIVES.*COMMUNITY AGENCIES, SERVING OUR PRIMARY SERVICE AREA, TO ASSESS THEIR NEEDS AND TO IDENTIFY AREAS THAT LLUMC CAN BE A STRATEGIC PARTNER.*TELEPHONE INTERVIEWS FROM CONSUMERS IN THE PRIMARY SERVICE AREA.*KEY INFORMANT INTERVIEWS FROM KEY LEADERS, TO ENGAGE THEM IN THE DEVELOPMENT OF OUR INTERVENTIONS AND SOLICIT THEIR INPUT TO IMPROVING THE HEALTH OF OUR REGION.*FOCUS GROUPS WITH OUR PATIENTS WITH BROAD AND DIVERSE PERSPECTIVES.*FOCUS GROUPS WITH OUR CHAPLAINS, FIRE DEPARTMENTS, AND NURSES.A WRITTEN PUBLIC RECORD OF THE CHNA PROCESS ALONG WITH THREE COMMUNITY HEALTH PLANS (CHPS) 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. THE WRITTEN PUBLIC REPORT INCLUDES:*A DESCRIPTION OF THE HOSPITAL FACILITY'S COMMUNITY AND HOW IT WAS DETERMINED;*THE PROCESS AND METHODS USED TO CONDUCT THE ASSESSMENT;*HOW THE HOSPITAL FACILITY TOOK INTO ACCOUNT INPUT FROM PERSONS WHO REPRESENT THE BROAD INTERESTS OF THE COMMUNITY SERVED;*ALL OF THE COMMUNITY HEALTH NEEDS IDENTIFIED THROUGH THE CHNA AND THEIR PRIORITIES, AS WELL AS A DESCRIPTION OF THE PROCESS AND CRITERIA USED IN THE PRIORITIZATION; AND*EXISTING HEALTH CARE FACILITIES AND OTHER RESOURCES WITHIN THE COMMUNITY AVAILABLE TO MEET THE COMMUNITY HEALTH NEEDS IDENTIFIED THROUGH THE CHNA.3 SYSTEM WIDE INITIATIVES: FAITH AND HEALTH, HEALTHY COMMUNITIES, AND HEALTH SYSTEM CARE AND UNIQUE STRATEGIES FOR EACH HOSPITAL HAVE BEEN IDENTIFIED.PRIORITY AREAS IN RESPONSE TO THE NEEDS WERE:CHILD HEALTH- INCLUDING OBESITY AND ASTHMACANCER CARE - HIGH RATES OF BREAST, LUNG, AND COLORECTAL CANCERCHRONIC DISEASE CARE - HEART DISEASE AND DIABETESSICKLE CELL ANEMIA - INCREASED PREVALENCE OF SICKLE CELL ANEMIA IN THE REGIONAGING - HIGH RATES OF DEMENTIA AND ALZHEIMERS POOR EDUCATIONAL ATTAINMENT AND HIGH RATES OF POVERTY IN THE INLAND REGIONREHABILITATION CARE - LACK OF COMMUNITY SUPPORT FOR PEOPLE WITH DISABILITIESBEHAVIORAL HEALTH- HIGH RATES OF 5150'S AND DIFFICULTY ACCESSING COMPREHENSIVE BEHAVIORAL HEALTH SERVICES PART III, LINE 4: EXPLANATION: FOOTNOTE TO 2015 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 HEALTHIN 2009/2010 LLUMC CREATED THE COMMUNITY BENEFIT ADMINISTRATIVE COUNCIL (CBAC). CBAC REPORTS TO THE MISSION-FOCUSED SUBCOMMITTEE OF THE LLUMC BOARD OF TRUSTEES AND A BOARD MEMBER SERVES ON CBAC. IMPROVING THE HEALTH OF THE COMMUNITY AND DEVELOP INTERVENTIONS. CBACS COUNCIL MEMBERS MEET QUARTERLY TO REVIEW THE STATUS AND PROGRESS OF LLUMC AND LLUBMC, AND LLUMC-MURRIETA COMMUNITY BENEFIT INTERVENTIONS. ADDITIONALLY, THE COUNCIL MEMBERS ASSURE ORGANIZATIONAL COMPLIANCE WITH RELEVANT COMMUNITY BENEFIT LEGISLATION. CORE PRINCIPLES:1. EMPHASIS ON COMMUNITIES WITH DISPROPORTIONATE UNMET HEALTH NEEDS2. EMPHASIS ON PRIMARY PREVENTION CARE3. BUILD A SEAMLESS CONTINUUM OF CARE4. EMPHASIS ON COMMUNITY CAPACITY BUILDING5. 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 1215812 DONATION TOWARDS OPERATIONAL COSTS RONALD MCDONALD HOUSE 11365 ANDERSON ST LOMA LINDA CA 92354 953167869 20000 PLEDGE PAYMENT 2015 CALIFORNIA FIRE CHIEFS EMS FIRE & EDU 1743 MIRO WAY RIALTO CA 92376 320241356 15000 CONFERENCE SPONSORSHIP-GOLD MISCLEEANEOUS LESS THAN 5000 2336 VARIOUS 3 PHARMACEUTICALS/MEDICAL EQUIPMENT RENTAL 9968 BOOK PHARMACEUTICALS/MEDICAL EQUIPMENT RENTAL TRANSITIONAL LIVING/BOARD & CARE 249379 BOOK TRANSITIONAL LIVING/BOARD & CARE TRANSPORTATION 209509 BOOK TRANSPORTATION FOOD 1546 BOOK FOOD UTILITIES 1914 BOOK UTILITIES INTERPRETING SERVICES 479 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 HART RICHARD HENRY TRUSTEE/PRESIDENT 0 376000 0 0 0 96781 0 16180 0 28435 0 517396 0 0 HEINRICH KERRY TRUSTEE/CEO ADMINISTRATOR 1475820 0 0 0 0 0 0 0 0 0 1475820 0 0 0 HEGSTAD DOUGLAS TRUSTEE 0 335890 0 0 0 0 0 0 0 0 0 335890 0 0 RUCKLE HERBERT TRUSTEE 0 297961 0 0 0 0 0 0 0 0 0 297961 0 0 EDWARDS LYNDON C SR VP-ADULT HOSPITAL SERVICES 0 299250 0 9833 0 57685 0 16180 0 32725 0 415673 0 0 GIANG DANIEL VP-GRADUATE MEDICAL EDUCATION 359724 0 0 0 0 0 0 0 0 0 359724 0 0 0 HUBBARD MARK LEE VP-HRM/RISK MANAGEMENT 0 353000 0 12848 0 145941 0 16180 0 35505 0 563474 0 0 KROETZ JANET CNO 0 230000 0 5701 0 41696 0 16180 0 30396 0 323973 0 0 LALAS ANGELA MANALO SR VP-FINANCE 0 240000 0 6742 0 50346 0 16180 0 30552 0 343820 0 0 LANG KEVIN J CFO/TREASURER 0 619000 0 22512 0 257469 0 16180 0 43170 0 958331 0 0 PAPPAS JAMES VP-QUALITY AND PATIENT SAFETY 415980 0 0 0 0 0 0 0 0 0 415980 0 0 0 REEVES MARK VP-INSTITUTES 336924 0 0 0 0 0 0 0 0 0 336924 0 0 0 WINSLOW GERALD VP-MISSION & CULTURE 0 225000 0 9030 0 51616 0 12717 0 14197 0 312560 0 0 WRIGHT TREVOR AS OF 121215 COO 0 285577 0 10000 0 179004 0 10880 0 29407 0 514868 0 0 ZIRKELBACH MARK CIO 0 312780 0 7588 0 33437 0 30088 0 11088 0 394981 0 0 HANSEN TERRENCE UNTIL 121115 COO 0 633810 0 0 0 0 0 0 0 0 0 633810 0 0 HADLEY HENRY ROGER CMO 0 376000 0 0 0 81282 0 16180 0 28452 0 501914 0 0 DAILEYMARC A EXEC DIRECTOR-PERIOP SERVICES 148038 0 4347 0 14601 0 18700 0 11088 0 196774 0 0 0 UTTDAVID L CHIEF TECHNOLOGIST-NUC MED 158534 0 761 0 166870 0 20116 0 11088 0 357369 0 0 0 PATYALBALDEV R CHIEF PHYSICIST 242658 0 320 0 56460 0 28648 0 11088 0 339174 0 0 0 NORRISPAUL M EXEC DIRECTOR-PHARMACY 229122 0 6027 0 35688 0 27847 0 11088 0 309772 0 0 0 CHOIDONGRAK PHYSICIST PHD LEAD 241037 0 320 0 23258 0 27797 0 11088 0 303500 0 0 0 GHEBREMEDHINABIEL GHEBRESELASSIE PHYSICIST PHD LEAD 231145 0 320 0 32394 0 27750 0 11088 0 302697 0 0 0 FIKE RUTHITA J UNTIL 63014 FORMER CEO 0 0 0 0 0 440820 0 0 0 13764 0 454584 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 $440,820. THE FOLLOWING LLUH EMPLOYEES PARTICIPATED IN, AND RECEIVED PAYMENT FROM, A SUPPLEMENTAL NONQUALIFIED RETIREMENT PLAN: EDWARDS, LYNDON C. $36,203 NET FLEX PLAN CREDITS PAID TO EMPLOYEE IN CASH. $1,202 TAX INDEMNIFICATION AND GROSS-UP PAYMENTS. HADLEY, HENRY ROGER $55,082 NET FLEX PLAN CREDITS PAID TO EMPLOYEE IN CASH. $1,416 TRAVEL FOR COMPANIONS. $6,996 TAX INDEMNIFICATION AND GROSS-UP PAYMENTS. HART, RICHARD HENRY $57,093 NET FLEX PLAN CREDITS PAID TO EMPLOYEE IN CASH. $668 TRAVEL FOR COMPANIONS. 5,248 TAX INDEMNIFICATION AND GROSS-UP PAYMENTS. HUBBARD, MARK LEE $45,920 NET FLEX PLAN CREDITS PAID TO EMPLOYEE IN CASH. $69,506 SERP FUNDING PAID TO EMPLOYEE IN CASH. $4,193 TAX INDEMNIFICATION AND GROSS-UP PAYMENTS. KROETZ, JAN $19,338 NET FLEX PLAN CREDITS PAID TO EMPLOYEE IN CASH. $4,616 TAX INDEMNIFICATION AND GROSS-UP PAYMENTS. LALAS, ANGELA MANALO $24,245 NET FLEX PLAN CREDITS PAID TO EMPLOYEE IN CASH. $661 TRAVEL FOR COMPANIONS. $537 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). $115,485 NET FLEX PLAN CREDITS PAID TO EMPLOYEE IN CASH. $112,225 SERP FUNDING PAID TO EMPLOYEE IN CASH. $856 TRAVEL FOR COMPANIONS. $4,069 TAX INDEMNIFICATION AND GROSS-UP PAYMENTS. WRIGHT, TREVOR $38,241 NET FLEX PLAN CREDITS PAID TO EMPLOYEE IN CASH. $116,772 HOUSING ALLOWANCE OR RESIDENCE FOR PERSONAL USE. $996 TAX INDEMNIFICATION AND GROSS-UP PAYMENTS. WINSLOW, GERALD $19,079 NET FLEX PLAN CREDITS PAID TO EMPLOYEE IN CASH. $5,492 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: EDWARDS, LYNDON C. 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 SERP BENEFIT: 20% FUNDED BY LLUAHSC'S RISK MANAGEMENT DEPARTMENT AND 80% FUNDED BY LLUMC. SERP BENEFIT: 100% FUNDED BY LLUMC KROETZ, JANET COMPENSATION: 100% FUNDED BY LLUMC LALAS, ANGELA MANALO COMPENSATION, EXCLUDING SERP BENEFIT: 20% FUNDED BY LLUSS AND 80% 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 WINSLOW, GERALD COMPENSATION, EXCLUDING SERP BENEFIT: 5% FUNDED BY LLUSS AND 95% FUNDED BY LLUMC. SERP BENEFIT: 100% 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 A 573954611 37300500 6973307 11137907 518542897 2014 1 0 1 1 A 0 0 0 0 0 0 1 A 0 0 0 0 0 0 0 0 1 RIGSBY BEVERLY FAMILY OF OFFICER 186460 EMPLOYED BY LOMA LINDA UNIVERSITY MEDICAL CENTER AS THE SERVICE LINE DIRECTOR FOR THE WOMEN'S HEALTH CENTER DEPARTMENT. 0 WALKER AMY FAMILY OF BOARD MEMBER 98351 EMPLOYED BY LOMA LINDA UNIVERSITY MEDICAL CENTER AS A RADIOLOGIC SPECIALIST-MAMMO. 0 0 0 1 1 PART I, LINE 32B: THE OFFICES OF PHILANTHROPY FOR LOMA LINDA UNIVERISTY, LOMA LINDA UNIVERSITY HEALTH SERVICES AND LOMA LINDA UNIVERSITY CHILDREN'S HOSPITAL FOUNDATION ACCEPT MOST OF THE GIFTS FOR LOMA LINDA UNIVERSITY MEDICAL CENTER. 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 11 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 2014 FOR THE POSITION OF VP, ADMINISTRATOR, EAST CAMPUS HELD BY EDWARDS, LYNDON C.. 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 PRESIDENT, LLUH HELD BY HART, RICHARD HENRY. THIS PROCESS WAS LAST UNDERTAKEN IN DECEMBER OF 2013 FOR THE POSITION OF SVP, RISK MANAGEMENT HELD BY HUBBARD, MARK LEE. THIS PROCESS WAS LAST UNDERTAKEN IN DECEMBER OF 2014 FOR THE POSITION OF CNO HELD BY KROETZ, JANET. THIS PROCESS WAS LAST UNDERTAKEN IN DECEMBER OF 2014 FOR THE POSITION OF SVP-FINANCE, HELD BY LALAS, ANGELA MANALO. THIS PROCESS WAS LAST UNDERTAKEN IN DECEMBER OF 2014 FOR THE POSITION OF EVP, FINANCE & ADMINISTRATION, LLUH HELD BY LANG, KEVIN J.. THIS PROCESS WAS LAST UNDERTAKEN IN DECEMBER OF 2014 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: EQUITY IN NET GAIN(LOSS) OF JOINT VENTURE 694,000. TRANSFER OF RESTRICTED FUNDS AND NET ASSETS TO LLUCH -55,462,491. EQUITY ADJUSTMENTS-BSC NET DEFICIT -2,101,189. 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 2015 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. 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