2015-05-14T16:50:08-05:00 2014-06-30 910189318 MOSS ADAMS LLP 3121 W MARCH LN STE 100 STOCKTON CA 952192367 990 2013-07-01 951816009 LOMA LINDA UNIVERSITY LOMA 9095584515 11145 ANDERSON STREET NO 205 LOMA LINDA CA 92350 RODNEY NEAL SVP-FINANCIAL ADMINISTRATION 9095584515 2015-05-13 1 TRACY S PAGLIA P00366884 2099556100 2013 2016-02-25 16:41:14Z RICHARD H HART 11175 CAMPUS ST STE 11006 LOMA LINDA CA 92354 1485665784 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. 21 20 3433 30 563999 -169929 57005318 52621086 179545366 188351772 25599194 29040553 31604073 29064774 293753951 299078185 9784945 13639151 0 0 151681743 160555074 0 0 2831888 93392438 90646266 254859126 264840491 38894825 34237694 1094145328 1210941136 498144820 552776592 596000508 658164544 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 34000113 4597278 45205985 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 172, PHD 12, MS 6, BS 2. 60220409 708589 69878717 THE SCHOOL OF DENTISTRY TRAINS STUDENTS IN THE DENTAL SCIENCES TO SERVE IN VARIOUS SETTINGS THROUGHOUT THE WORLD. DURING THE ACADEMIC YEAR 2013-2014 STUDENTS RECEIVED DEGREES IN DENTISTRY, DENTAL HYGIENE AND THE INTERNATIONAL DENTIST PROGRAM 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 125,000 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. 21580667 576527 29036430 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-54, ASSOCIATE-81, BACCALAUREATE-110, MASTER-129, DOCTORAL-92. 108308837 7756757 44230640 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. 108308837 7756757 44230640 224110026 1 1 0 0 0 1 0 1 0 1 1 1 0 1 1 1 1 0 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 1 964 0 1 3433 1 1 1 0 0 0 0 1 1 0 0 0 0 0 0 0 X 21 20 0 1 0 0 1 1 1 1 1 0 0 0 1 1 1 1 1 1 1 1 1 CA X RODNEY NEAL 9095584543 11145 ANDERSON STREET BC 205 LOMA LINDA CA 92350 RICHARD H HART VICE CHAIRMAN & PRESIDENT 25.00 25.00 X X 0 451914 44364 LOWELL C COOPER CHAIRMAN BOARD OF TRUSTEE 1.00 1.00 X X 0 0 0 CHRISTINE FRIESTAD TRUSTEE (THRU 12/31/2013) 1.00 1.00 X 0 250 0 DANIEL JACKSON TRUSTEE 1.00 1.00 X 0 250 0 DAVE WEIGLEY TRUSTEE 1.00 1.00 X 0 250 0 DAVID WILLIAMS TRUSTEE 1.00 1.00 X 0 0 0 ERIC TSAO TRUSTEE 1.00 1.00 X 0 250 0 GT NG TRUSTEE 1.00 1.00 X 0 250 0 JERE CHRISPENS TRUSTEE 1.00 1.00 X 0 250 0 LISA BEARDSLEY-HARDY TRUSTEE 1.00 1.00 X 0 250 0 MAX TORKELSEN II TRUSTEE 1.00 1.00 X 0 250 0 RICARDO GRAHAM TRUSTEE 1.00 1.00 X 0 250 0 ROBERT CARMEN TRUSTEE (THRU 12/31/2013) 1.00 1.00 X 0 250 0 ROBERT LEMON TRUSTEE 1.00 1.00 X 0 250 0 SAMUEL ACHILEFU TRUSTEE 1.00 1.00 X 0 0 0 SHIRLEY CHANG TRUSTEE 1.00 1.00 X 0 250 0 STEVEN FILLER TRUSTEE 1.00 1.00 X 0 250 0 TED WILSON TRUSTEE 1.00 1.00 X 0 250 0 THOMAS LEMON TRUSTEE 1.00 1.00 X 0 250 0 AL KHAN TRUSTEE 1.00 1.00 X 0 250 0 MAX TREVINO TRUSTEE 1.00 1.00 X 0 250 0 PETER N LANDLESS TRUSTEE 1.00 1.00 X 0 250 0 SCOTT REINER TRUSTEE 1.00 1.00 X 0 250 0 DAVID P HARRIS VICE PRESIDENT INFORMATION SYSTEMS 50.00 X 0 181519 37969 KEVIN J LANG EXEC VP FOR FINANCE, CFO 8.00 42.00 X 0 893067 57427 RICKY WILLIAMS VP ENROLLMENT MGMT & STUDENT AFFAIRS 50.00 X 0 186853 38205 RODNEY NEAL SR VICE CHANCELLOR FINANCE 50.00 X 0 210359 39421 RONALD L CARTER VICE PRESIDENT ACADEMIC AFFAIRS 50.00 X 0 257049 27865 BRIAN S BULL CORPORATE SECRETARY 5.00 1.00 X 0 0 0 HENRY R HADLEY DEAN 12.00 40.00 X 0 450053 42942 MARILYN HERRMANN DEAN 40.00 X 171209 0 31604 WALTER HUGHES DEAN 40.00 X 203191 0 34660 RONALD DAILEY DEAN 40.00 X 206129 0 34736 ALAN HERFORD DENTIST/PROFESSOR 40.00 X 476501 0 45094 JOHN LEYMAN DENTIST/PROFESSOR 40.00 X 403107 0 39438 LARY TRAPP DENTIST/PROFESSOR 40.00 X 403506 0 39475 R BRUCE WALTER ASSOCIATE PROFESSOR 40.00 X 390175 0 38195 JAMIE LOZADA DENTIST/PROFESSOR 40.00 X 331604 0 41662 CHARLES GOODACRE FORMER DEAN 40.00 X 129752 0 18579 2715174 2635564 611636 245 1 1 0 LLUAHSC DEPT OF RISK MANAGEMENT 101 E REDLANDS BLVD SAN BERNARDINO CA 92408 SELF-INSURANCE SERVICES 23205567 FACULTY PHYSICIANS & SURGEONS OF LLUSM 11175 CAMPS STREET LOMA LINDA CA 92354 HEALTHCARE SERVICES 5686903 LOMA LINDA UNIVERSITY MEDICAL CENTER 11234 ANDERSON ST LOMA LINDA CA 92354 HEALTHCARE SERVICES 2064692 LOMA LINDA UNIVERSITY HEALTH CARE 11175 CAMPS STREET LOMA LINDA CA 92354 HEALTHCARE SERVICES 1875906 LLU ADVENTIST HEALTH SCIENCES CENTER 11175 CAMPS STREET LOMA LINDA CA 92354 EXECUTIVE SERVICES 1848979 70 8016628 18439633 26164825 597529 52621086 TUITION AND FEES 611600 153236083 153236083 CLINIC INCOME 621400 22716113 22716113 RESEARCH CONTRACT 541700 11472273 11472273 STUDENT LOAN INTEREST 611600 927303 927303 188351772 22176015 -213930 22389945 7678235 8230062 -551827 -551827 -551827 1177240000 1170375462 6864538 6864538 6864538 8199655 7982075 217580 735260 -517680 POWER PLANT 221000 11675610 11675610 INDEPENDENT OPERATIONS 445100 9378917 42669 9336248 INSURANCE REFUND 900099 1724522 1724522 6619972 6619972 29399021 299078185 188351772 563999 57541328 2798545 2798545 10840606 10840606 2386588 1462624 923964 105655 105655 118921337 108098685 10822652 9724917 8784518 940399 21755643 19651872 2103771 7660934 6920122 740812 773567 773567 130992 130992 11596 11596 17384812 6262696 8290228 2831888 638410 579524 58886 11479131 10027730 1451401 2333054 1869433 463621 14774458 10947619 3826839 3900680 3612474 288206 1042983 959595 83388 4188182 1792609 2395573 17052204 12916644 4135560 387176 33794 353382 CLINIC & RESEARCH SUPPL 11951077 11847337 103740 RESEARCH SUBCONTRACTORS 3630078 3630078 967866 967866 264840491 224110026 37898577 2831888 1224931 146574 10438878 8289612 1910797 1530460 27031668 32172565 0 0 2867549 2702481 8089843 11526309 685787954 252338760 355475269 433449194 337534638 370024464 95204620 92511716 41268891 46295137 213098244 212292624 1094145328 1210941136 48437094 58968294 23474363 29899736 32800000 32050000 28253853 19991837 23833333 22833334 341346177 389033391 498144820 552776592 X 223534300 242333883 197825491 207514187 174640717 208316474 596000508 658164544 1094145328 1210941136 34237694 27926342 0 X 0 1 X 1 1 1 X 64858673 71504563 49431500 57005318 52621086 295421140 64858673 71504563 49431500 57005318 52621086 295421140 295421140 33871016 7359723 24621139 30912345 30068180 126832403 57070362 47166541 43992376 41446006 36299261 225974546 648228089 842188121 0.45570 0.43960 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: OTHER INCOME - 2009 AMOUNT: $ 43,707,993. 2010 AMOUNT: $ 34,143,897. 2011 AMOUNT: $ 34,702,740. 2012 AMOUNT: $ 32,761,994. 2013 AMOUNT: $ 29,356,352. GROSS RECEIPTS FROM INVENTORY SALE - 2009 AMOUNT: $ 13,362,369. 2010 AMOUNT: $ 13,022,644. 2011 AMOUNT: $ 9,289,636. 2012 AMOUNT: $ 8,684,012. 2013 AMOUNT: $ 6,942,909. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 9 0 1597000 0 267298 0 3235892 0 1 1 0 7122 0 0 X 0 272174358 25034784 31585027 189846 3737916 324866407 235224364 5672223 34421131 388 3142972 272174358 232579708 3114993 3364331 37828 3796840 235224364 207146060 10124550 17622031 46778 2266155 232579708 199674467 8195774 5772008 6496189 207146060 0.25960 0.60830 0.13210 0 0 20550131 20550131 176042621 332965103 134260356 374747368 21590447 11056304 10534143 121754851 106435090 15319761 12884801 587010 12297791 433449194 68577914 F HEDGE FUNDS 20436000 F OTHER 3497802 F 92511716 IRREVOCABLE TRUSTS 53635087 OTHER ASSETS 9217432 FIRST TRUSTS DEEDS 149440105 212292624 ANNUITIES, TRUSTS AND AGENCIES 3792658 TRUSTS LIABILITIES 28980230 AMOUNTS HELD FOR OTHERS 324009867 NON-OPERATING LIABILITY 32250636 389033391 X 331871886 27926342 16212137 44138479 287733407 11344778 11344778 299078185 269707850 16212137 16212137 253495713 11344778 11344778 264840491 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 THE UNIVERSITY QUALIFIES 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. THE UNIVERSITY HAD NO UNRECOGNIZED TAX BENEFITS AT JUNE 30, 2014 AND 2013. 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. THE UNIVERSITY IS NO LONGER SUBJECT TO INCOME TAX EXAMINATIONS BY TAXING AUTHORITIES FOR YEARS BEFORE JUNE 30, 2011 FOR ITS FEDERAL AND JUNE 30, 2010 FOR ITS STATE FILINGS. PART XI, LINE 2D - OTHER ADJUSTMENTS: NET RENTAL EXPENSES TRANSFERRED TO NET RENTAL INCOME 8,230,062. COST OF GOODS SOLD TRANSFERRED TO NET INCOME/(LOSS) 7,982,075. PART XI, LINE 4B - OTHER ADJUSTMENTS: STUDENT AID 9,620,256. INSURANCE REFUNDED NETTED AGAINST EXPENSES ON BOOKS 1,724,522. PART XII, LINE 2D - OTHER ADJUSTMENTS: NET RENTAL EXPENSES TRANSFERRED TO NET RENTAL INCOME 8,230,062. COST OF GOODS SOLD TRANSFERRED TO NET INCOME/(LOSS) 7,982,075. PART XII, LINE 4B - OTHER ADJUSTMENTS: STUDENT AID 9,620,256. INSURANCE REFUND NETTED AGAINST ON BOOKS 1,724,522. 1 1 1 1 1 1 1 0 0 0 1 0 0 0 0 1 0 1 SCHEDULE E, PART I, LINE 3 NONDISCRIMINATION POLICY IS PUBLISHED IN THE STUDENT HANDBOOK, IN THE UNIVERSITY CATALOG, AND IN THE UNIVERSITY WEBSITE. SCHEDULE E, PART I, LINE 5 SOME SCHOLARSHIPS ARE FUNDED BY MINORITY GROUPS WHO SPECIFY THAT THEY SHOULD BE AWARDED ONLY TO THE RESPECTIVE MINORITY STUDENTS. ALL OTHERS ARE AWARDED WITHOUT REGARD TO RACE. SCHEDULE E, PART I, LINE 6 THE UNIVERSITY RECEIVES FUNDS FROM GOVERNMENT AGENCIES AS GRANTS FOR RESEARCH, EDUCATION AND COMMUNITY PROGRAMS. UNIVERSITY STUDENTS RECEIVE FUNDS FROM GOVERNMENT AGENCIES AS GRANTS AND LOANS. 1 CENTRAL AMERICA AND THE CARIBBEAN 0 60 PROGRAM SERVICES MISSION SERVICE, CONSULTATIONS, WORKSHOPS, RESEARCH 140000 EAST ASIA AND THE PACIFIC 0 173 PROGRAM SERVICES MISSION SERVICE, CONSULTATIONS, WORKSHOPS, RESEARCH 390000 EUROPE (INCLUDING ICELAND AND GREENLAND) 0 84 PROGRAM SERVICES MISSION SERVICE, CONSULTATIONS, WORKSHOPS, RESEARCH 220000 MIDDLE EAST AND NORTH AFRICA 0 13 PROGRAM SERVICES MISSION SERVICE, CONSULTATIONS, WORKSHOPS, RESEARCH 32000 NORTH AMERICA (CANADA AND MEXICO) 0 33 PROGRAM SERVICES MISSION SERVICE, CONSULTATIONS, WORKSHOPS, RESEARCH 37000 SOUTH AMERICA 0 24 PROGRAM SERVICES MISSION SERVICE, CONSULTATIONS, WORKSHOPS, RESEARCH 50000 SOUTH ASIA 0 9 PROGRAM SERVICES MISSION SERVICE, CONSULTATIONS, WORKSHOPS, RESEARCH 63000 SUB-SAHARAN AFRICA 0 38 PROGRAM SERVICES MISSION SERVICE, CONSULTATIONS, WORKSHOPS, RESEARCH 78000 CENTRAL AMERICA AND THE CARIBBEAN 0 0 INVESTMENTS 31684842 EUROPE (INCLUDING ICELAND & GREENLAND) 0 0 INVESTMENTS 385500 NORTH AMERICA 0 0 INVESTMENTS 3231493 0 434 0 0 0 434 1010000 35301835 36311835 1 0 1 1 1 1 PART I, LINE 2: LLU WORKS IN CONJUNCTION WITH THE LLUAHSC 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 CITY OF LOMA LINDA 25541 BARTON RD LOMA LINDA CA 92354 1336424 ESTIMATED COST STREET IMPROVEMENTS IMPROVEMENTS TO STREET ON LLU CAMPUS PAID BY LLU AND DONATED TO THE CITY LOMA LINDA UNIVERSITY MEDICAL CENTER 11234 ANDERSON ST LOMA LINDA CA 92350 953522679 501(C)3 498786 GENERAL SUPPORT SOCIAL ACTION COMMUNITY HEALTH SYSTEM 1454 E SECOND ST SAN BERNARDINO CA 92408 330664371 501(C)3 500000 GENERAL SUPPORT OF HEALTH CARE SERVICES PROVIDED UNIVERSITY OF CALIFORNIA BERKELEY 2850 TELEGRAPH AVE SUITE 215 BERKELEY CA 94705 100000 SUPPORT OF CALSWEC PROGRAM LLU PATHOLOGY MEDICAL GROUP PO BOX 1740 LOMA LINDA CA 92354 954083895 501(C)3 50000 GENERAL SUPPORT WALTER E MACPHERSON SOCIETY 24519 REDLANDS BLVD SUITE A LOMA LINDA CA 92354 953086070 501(C)3 44000 GENERAL SUPPORT, SCHOLARSHIPS LOMA LINDA ACADEMY 10656 ANDERSON ST LOMA LINDA CA 92354 951831069 501(C)3 34425 GENERAL SUPPORT, SCHOLARSHIPS LLU HEALTH CARE PO BOX 2000 LOMA LINDA CA 92354 330364239 501(C)3 42826 GENERAL SUPPORT NATIONAL ASSOCIATION OF SDA DENTISTS PO BOX 101 LOMA LINDA CA 92354 956072664 501(C)3 20106 GENERAL SUPPORT WORLD HEALTH DENTAL ORGANIZATION 46662 BRADSHAW TRL LA QUINTA CA 92253 203352307 501(C)3 9645 GENERAL SUPPORT YOUTH ACTION PROJECT 600 N ARROWHEAD AVE SUITE 300 SAN BERNARDINO CA 92401 421574359 501(C)3 6500 GENERAL SUPPORT ALUMNI ASSOCIATION - LLU SCH OF MED 11245 ANDERSON ST SUITE 200 LOMA LINDA CA 92354 951744348 501(C)3 6000 GENERAL SUPPORT 12 0 SCHOOL OF MEDICINE 236 3582453 SCHOOL OF BEHAVIORAL HEALTH 95 266042 SCHOOL OF NURSING 287 358119 SCHOOL OF ALLIED HEALTH PROFESSIONS 147 574390 SCHOOL OF PUBLIC HEALTH 100 454676 SCHOOL OF DENTISTRY 40 328993 SCHOOL OF PHARMACY 49 207384 SCHOOL OF RELIGION 6 238692 SELMA E ANDREWS SCHOLARSHIP 661 264500 LLU STUDENT SCHOLARSHIP 183 254267 MISCELLANEOUS OTHER SCHOLARSHIPS AND GRANTS 872 3090743 PART I, LINE 2: GRANTS ARE ACCOUNTED FOR IN THE UNIVERSITY'S ACCOUNTING RECORDS, INCLUDING SUPPORTING DOCUMENTATION FOR ALL EXPENDITURES. GRANT MANAGERS ARE REQUIRED TO ASSERT THAT FUNDS HAVE BEEN SPENT IN ACCORDANCE WITH THE GRANT REQUIREMENTS. 0 1 0 0 0 0 0 0 0 RICHARD H HART VICE CHAIRMAN & PRESIDENT 0 363462 0 0 0 88452 0 15576 0 28788 0 496278 0 0 DAVID P HARRIS VICE PRESIDENT INFORMATION SYSTEMS 0 164077 0 0 0 17442 0 10416 0 27553 0 219488 0 0 KEVIN J LANG EXEC VP FOR FINANCE, CFO 0 579462 0 51380 0 262225 0 15576 0 41851 0 950494 0 0 RICKY WILLIAMS VP ENROLLMENT MGMT & STUDENT AFFAIRS 0 158885 0 0 0 27968 0 10806 0 27399 0 225058 0 0 RODNEY NEAL SR VICE CHANCELLOR FINANCE 0 190038 0 0 0 20321 0 12451 0 26970 0 249780 0 0 RONALD L CARTER VICE PRESIDENT ACADEMIC AFFAIRS 0 220154 0 0 0 36895 0 12386 0 15479 0 284914 0 0 HENRY R HADLEY DEAN 0 367142 0 5500 0 77411 0 15576 0 27366 0 492995 0 0 MARILYN HERRMANN DEAN 166670 0 2067 0 2472 0 22004 0 9600 0 202813 0 0 0 WALTER HUGHES DEAN 201583 0 316 0 1292 0 25060 0 9600 0 237851 0 0 0 RONALD DAILEY DEAN 205400 0 316 0 413 0 25136 0 9600 0 240865 0 0 0 ALAN HERFORD DENTIST/PROFESSOR 372955 0 345 0 103201 0 35494 0 9600 0 521595 0 0 0 JOHN LEYMAN DENTIST/PROFESSOR 297424 0 320 0 105363 0 33625 0 5813 0 442545 0 0 0 LARY TRAPP DENTIST/PROFESSOR 297888 0 229 0 105389 0 33662 0 5813 0 442981 0 0 0 R BRUCE WALTER ASSOCIATE PROFESSOR 314486 0 160 0 75529 0 33395 0 4800 0 428370 0 0 0 JAMIE LOZADA DENTIST/PROFESSOR 260415 0 320 0 70869 0 32062 0 9600 0 373266 0 0 0 CHARLES GOODACRE FORMER DEAN 64340 0 338 0 65074 0 18579 0 0 0 148331 0 0 0 PART I, LINE 1A LLU'S SENIOR EXECUTIVES ARE EMPLOYED BY LLUAHSC AND LLUAHSC 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. LLUAHSC 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. LLUAHSC 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 $50,991.72 HART, RICHARD HENRY $51,906.40 LANG, KEVIN J. $108,979.26 SERP FUNDING PAID TO EMPLOYEE IN CASH: LANG, KEVIN J. $101,165.00 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 LLUAHSC. LLUAHSC 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(II) REPRESENT TOTAL AMOUNTS OF COMPENSATION RECEIVED BY EACH OFFICER FROM LLUAHSC. THE OFFICERS DO NOT RECEIVE ANY OTHER COMPENSATION AMOUNTS FROM RELATED ORGANIZATIONS. LLUAHSC 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 LLUAHSC. 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 LLUAHSC. 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 4045000 36895207 2363000 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 140549 EMPLOYMENT 0 BRIAN GOODACRE FAMILY MEMBER OF CHARLES GOODACRE, A FORMER KEY EMPLOYEE 84203 EMPLOYMENT 0 RUTH GOODACRE FAMILY MEMBER OF CHARLES GOODACRE, A FORMER KEY EMPLOYEE 25431 EMPLOYMENT 0 X 1 5000 APPRAISAL X 1 4889 HIGH/LOW AVERAGE X 1 231360 APPRAISAL X 1 285000 APPRAISAL X 3 58848 COMPARABLE ITEMS X 1 8730 APPRAISAL X PRECIOUS META 1 3702 COMPARABLE SALES 7 0 1 0 FORM 990, PART VI, SECTION A, LINE 3 EXECUTIVE LEADERSHIP IS EMPLOYED BY LOMA LINDA UNIVERSITY ADVENTIST HEALTH SCIENCES CENTER (LLUAHSC), A RELATED 501(C)(3) ORGANIZATION. LLUAHSC IS THE SOLE MEMBER OF LOMA LINDA UNIVERSITY. FORM 990, PART VI, SECTION A, LINE 6 LLUAHSC IS THE SOLE MEMBER OF LLU. FORM 990, PART VI, SECTION A, LINE 7A LLUAHSC 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 LLUAHSC AS MEMBER, WHICH MAY ONLY BE EXERCISED BY THE LLUAHSC 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 LLUAHSC AS MEMBER, WHICH SHALL ONLY BE EXERCISED BY THE LLUAHSC BOARD UPON MAJORITY VOTE OF LLUAHSCS 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 LLUAHSC 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 AND MANAGEMENT. THE RETURN IS MADE AVAILABLE TO THE AUDIT COMMITTEE AND BOARD OF TRUSTEES FOR REVIEW AND COMMENTS AFTER 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 LLUAHSC, LLUS PARENT ORGANIZATION, EMPLOYS AN INDEPENDENT OUTSIDE CONSULTING FIRM TO BENCHMARK COMPENSATION FOR LLUAHSC EMPLOYEES, INCLUDING THE CEO AND TOP MANAGEMENT. LLUAHSC PROVIDES MANAGEMENT SERVICES FOR LLU. THE LLUAHSC 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 LLUAHSC BOARD WHO ARE INDEPENDENT OF LLUAHSC'S MANAGEMENT. THE EXECUTIVE COMPENSATION COMMITTEE IS APPOINTED BY THE LLUAHSC BOARD OF TRUSTEES TO HAVE DIRECT RESPONSIBILITY FOR ESTABLISHING COMPENSATION, POLICIES, AND BENEFITS FOR THE SENIOR EXECUTIVES OF LLUAHSC. 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 12/12 FOR THE POSITION OF EVP, MEDICAL AFFAIRS & DEAN, SCHOOL OF MEDICINE HELD BY HADLEY, HENRY ROGER; PRESIDENT & CEO HELD BY HART, RICHARD HENRY; EVP, FINANCE & ADMINISTRATION & CFO HELD BY LANG, KEVIN AND VP, ACADEMIC AFFAIRS HELD BY CARTER RONALD. 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 POSTED ON THE ORGANIZATION'S INTERNAL WEBSITE FOR EMPLOYEES. FINANCIAL STATEMENTS ARE NOT MADE AVAILABLE TO THE PUBLIC. 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. 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