LOMA LINDA UNIVERSITY MEDICAL CENTER: Form 990, tax year 2013

View the entire original 990 at ProPublica ↗

Organization
LOMA LINDA UNIVERSITY MEDICAL CENTER (EIN 95-3522679)
Tax period
2013-01-01 to 2013-12-31
Filed
2014-11-17
IRS object ID
201443219349305174
Schema version
2013v3.0
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2014-11-17T12:23:06-06:00ReturnTs
Tax Period End2013-12-31TaxPeriodEndDt
Return Type990ReturnTypeCd
Tax Period Begin2013-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN953522679EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1SEVENTH-DAY ADVENTISTS LOMA LINDABusinessNameLine1
Business Name Line2UNIVERSITY MEDICAL CENTERBusinessNameLine2
FieldValueIRS element (for citing)
Business Name ControlSEVEBusinessNameControlTxt
Phone9095585199PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 2000 FINANCEAddressLine1
CityLOMA LINDACity
StateCAState
ZIP Code92354ZIPCode

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonKEVIN J LANGPersonNm
Person TitleCFOPersonTitleTxt
Phone9095585199PhoneNum
Signature2014-11-15SignatureDt
FieldValueIRS element (for citing)
Tax2013TaxYr
Build TS2015-11-30 17:44:51ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerKEVIN J LANGPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line111175 CAMPUS STAddressLine1
CityLOMA LINDACity
StateCAState
ZIP Code92354ZIPCode
FieldValueIRS element (for citing)
Gross Receipts$1,288,000,186GrossReceiptsAmt
Group Return For Affiliates0GroupReturnForAffiliatesInd
Group Exemption1071GroupExemptionNum
Organization501c3Yes (X)Organization501c3Ind
Website AddressWWW.LLU.EDUWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation1980FormationYr
Legal Domicile StateCALegalDomicileStateCd
Activity Or MissionPROVIDE MEDICAL & HEALTH CARE SERVICES TO THE COMMUNITYActivityOrMissionDesc
Voting Members Governing Body21VotingMembersGoverningBodyCnt
Voting Members Independent17VotingMembersIndependentCnt
Total Employee8566TotalEmployeeCnt
Total Volunteers1635TotalVolunteersCnt
Total Gross UBI$842,474TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm-$199,371NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$7,664,488PYContributionsGrantsAmt
CY Contributions Grants$5,545,177CYContributionsGrantsAmt
PY Program Service Revenue$1,194,850,663PYProgramServiceRevenueAmt
CY Program Service Revenue$1,234,408,454CYProgramServiceRevenueAmt
PY Investment Income$11,014,278PYInvestmentIncomeAmt
CY Investment Income$12,150,011CYInvestmentIncomeAmt
PY Other Revenue$7,995,137PYOtherRevenueAmt
CY Other Revenue$5,328,214CYOtherRevenueAmt
PY Total Revenue$1,221,524,566PYTotalRevenueAmt
CY Total Revenue$1,257,431,856CYTotalRevenueAmt
PY Grants And Similar Paid$4,213,030PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$3,954,727CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$0PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$560,982,388PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$583,103,074CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$0PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$2,458,249CYTotalFundraisingExpenseAmt
PY Other Expenses$604,152,969PYOtherExpensesAmt
CY Other Expenses$616,647,063CYOtherExpensesAmt
PY Total Expenses$1,169,348,387PYTotalExpensesAmt
CY Total Expenses$1,203,704,864CYTotalExpensesAmt
PY Revenues Less Expenses$52,176,179PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$53,726,992CYRevenuesLessExpensesAmt
Total Assets BOY$1,265,966,338TotalAssetsBOYAmt
Total Assets EOY$1,307,654,577TotalAssetsEOYAmt
Total Liabilities BOY$699,556,110TotalLiabilitiesBOYAmt
Total Liabilities EOY$674,861,258TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$566,410,228NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$632,793,319NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part IIIYes (X)InfoInScheduleOPartIIIInd
MissionOUR MISSION IS TO CONTINUE THE HEALING MINISTRY OF JESUS CHRIST, "TOMAKE MAN WHOLE," IN A SETTING OF ADVANCING MEDICAL SCIENCE AND TOPROVIDE A STIMULATING CLINICAL AND RESEARCH ENVIRONMENT FOR THEEDUCATION OF PHYSICIANS, NURSES, AND OTHER HEALTH PROFESSIONALS.MissionDesc
Significant New Program Srvc0SignificantNewProgramSrvcInd
Significant Change0SignificantChangeInd
Expense$1,005,209,983ExpenseAmt
Grant$3,954,727GrantAmt
Revenue$1,251,017,415RevenueAmt
DescLLUMC 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.A 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 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 THREE LICENSED HOSPITALS.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 IN ELEVATING 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 OUR 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 BUILT ENVIRONMENT, THE SOCIAL DETERMINANTS IN OUR COMMUNITY, AND THE READINESS OF OUR HEALTH SYSTEM TO TRULY MEET THE NEEDS OF OUR COMMUNITY.IN ADDITION TO THE PROGRAMS AND INTERVENTIONS THROUGHOUT THE HEALTH SYSTEM, THE 2013 COMMUNITY HEALTH NEEDS ASSESSMENT FOR LLUH IDENTIFIED 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 ASTHMA* CANCER CARE - HIGH RATES OF BREAST, LUNG, AND COLORECTAL CANCER* CHRONIC DISEASE CARE - HEART DISEASE AND DIABETES* SICKLE CELL ANEMIA - INCREASED PREVALENCE OF SICKLE CELL ANEMIA IN THE REGION* AGING - HIGH RATES OF DEMENTIA AND ALZHEIMER'S* POOR EDUCATIONAL ATTAINMENT AND HIGH RATES OF POVERTY IN THE INLAND REGION* REHABILITATION CARE - LACK OF COMMUNITY SUPPORT FOR PEOPLE WITH DISABILITIES* BEHAVIORAL HEALTH- HIGH RATES OF 5150'S AND DIFFICULTY ACCESSING COMPREHENSIVE BEHAVIORAL HEALTHIN 2013, 265,678 INDIVIDUALS WERE SERVED THROUGH OUR COMMUNITY HEALTH IMPROVEMENTS.Desc
Total Program Service Expenses$1,005,209,983TotalProgramServiceExpensesAmt
Described In Section501c3Yes (1)DescribedInSection501c3Ind
Schedule B RequiredYes (1)ScheduleBRequiredInd
Political Campaign Acty0PoliticalCampaignActyInd
Lobbying ActivitiesYes (1)LobbyingActivitiesInd
Subject To Proxy Tax0SubjectToProxyTaxInd
Donor Advised Fund0DonorAdvisedFundInd
Conservation Easements0ConservationEasementsInd
Collections Of Art0CollectionsOfArtInd
Credit Counseling0CreditCounselingInd
Temp Or Permanent Endowments0TempOrPermanentEndowmentsInd
Report Land Building EquipmentYes (1)ReportLandBuildingEquipmentInd
Report Investments Other Sec0ReportInvestmentsOtherSecInd
Report Program Related Invst0ReportProgramRelatedInvstInd
Report Other AssetsYes (1)ReportOtherAssetsInd
Report Other LiabilitiesYes (1)ReportOtherLiabilitiesInd
Include FIN48 FootnoteYes (1)IncludeFIN48FootnoteInd
Independent Audit Fincl Stmt0IndependentAuditFinclStmtInd
Consolidated Audit Fincl StmtYes (1)ConsolidatedAuditFinclStmtInd
School Operating0SchoolOperatingInd
Foreign Office0ForeignOfficeInd
Foreign Activities0ForeignActivitiesInd
More Than5000 K To Org0MoreThan5000KToOrgInd
More Than5000 K To Individuals0MoreThan5000KToIndividualsInd
Professional Fundraising0ProfessionalFundraisingInd
Fundraising ActivitiesYes (1)FundraisingActivitiesInd
Gaming Activities0GamingActivitiesInd
Operate HospitalYes (1)OperateHospitalInd
Audited Financial Stmt AttYes (1)AuditedFinancialStmtAttInd
Grants To OrganizationsYes (1)GrantsToOrganizationsInd
Grants To IndividualsYes (1)GrantsToIndividualsInd
Schedule J RequiredYes (1)ScheduleJRequiredInd
Tax Exempt BondsYes (1)TaxExemptBondsInd
Invest Tax Exempt Bonds0InvestTaxExemptBondsInd
Escrow AccountYes (1)EscrowAccountInd
On Behalf Of Issuer0OnBehalfOfIssuerInd
Engaged In Excess Benefit Trans0EngagedInExcessBenefitTransInd
PY Excess Benefit Trans0PYExcessBenefitTransInd
Loan Outstanding0LoanOutstandingInd
Grant To Related Person0GrantToRelatedPersonInd
Business Rln With Org Mem0BusinessRlnWithOrgMemInd
Business Rln With Fam MemYes (1)BusinessRlnWithFamMemInd
Business Rln With Officer Ent0BusinessRlnWithOfficerEntInd
Deductible Non Cash ContriYes (1)DeductibleNonCashContriInd
Deductible Art Contribution0DeductibleArtContributionInd
Terminate Operations0TerminateOperationsInd
Partial Liquidation0PartialLiquidationInd
Disregarded EntityYes (1)DisregardedEntityInd
Related EntityYes (1)RelatedEntityInd
Related Organization Ctrl EntYes (1)RelatedOrganizationCtrlEntInd
Transaction With Control EntYes (1)TransactionWithControlEntInd
Trnsfr Exmpt Non Chrtbl Rltd Org0TrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted Prtshp0ActivitiesConductedPrtshpInd
Schedule O RequiredYes (1)ScheduleORequiredInd
IRP Document1793IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld ComplianceYes (1)BackupWthldComplianceInd
Employee8566EmployeeCnt
Employment Tax Returns FiledYes (1)EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over LimitYes (1)UnrelatedBusIncmOverLimitInd
Form990 T FiledYes (1)Form990TFiledInd
Foreign Financial Account0ForeignFinancialAccountInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Taxable Party Notification0TaxablePartyNotificationInd
Nondeductible Contributions0NondeductibleContributionsInd
Quid Pro Quo Contributions0QuidProQuoContributionsInd
Form8282 Property Disposed Of0Form8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Excess Business Holdings0ExcessBusinessHoldingsInd
Taxable Distributions0TaxableDistributionsInd
Distribution To Donor0DistributionToDonorInd
Indoor Tanning Services0IndoorTanningServicesInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members21GoverningBodyVotingMembersCnt
Independent Voting Member17IndependentVotingMemberCnt
Family Or Business Rln0FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties0DelegationOfMgmtDutiesInd
Change To Org Documents0ChangeToOrgDocumentsInd
Material Diversion Or Misuse0MaterialDiversionOrMisuseInd
Members Or StockholdersYes (1)MembersOrStockholdersInd
Election Of Board MembersYes (1)ElectionOfBoardMembersInd
Decisions Subject To ApprovaYes (1)DecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (1)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (1)MinutesOfCommitteesInd
Officer Mailing Address0OfficerMailingAddressInd
Local Chapters0LocalChaptersInd
Form990 Provided To Gvrn BodyYes (1)Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (1)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (1)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (1)RegularMonitoringEnfrcInd
Whistleblower PolicyYes (1)WhistleblowerPolicyInd
Document Retention PolicyYes (1)DocumentRetentionPolicyInd
Compensation Process CEOYes (1)CompensationProcessCEOInd
Compensation Process OtherYes (1)CompensationProcessOtherInd
Investment In Joint VentureYes (1)InvestmentInJointVentureInd
Written Policy Or ProcedureYes (1)WrittenPolicyOrProcedureInd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1KEVIN J LANG CFOBusinessNameLine1
FieldValueIRS element (for citing)
Phone9095585199PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line111175 CAMPUS ST CSP 11006AddressLine1
CityLOMA LINDACity
StateCAState
ZIP Code92354ZIPCode
FieldValueIRS element (for citing)
Info In Schedule O Part VIIYes (X)InfoInScheduleOPartVIIInd

Form990 Part VII Section A Form990PartVIISectionAGrp (45 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtOfficerOfficerIndAverage Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRtKey EmployeeKeyEmployeeIndHighest Compensated EmployeeHighestCompensatedEmployeeIndFormer Ofcr Director TrusteeFormerOfcrDirectorTrusteeInd
ALLAN HANDYSIDES
BOARD MEMBER (THROUGH 10/01/2013)0.50Yes (X)$0$0$0
CHRISTINE FRIESTAD
BOARD MEMBER0.50Yes (X)$0$250$0
DAN JACKSON
BOARD MEMBER0.50Yes (X)$0$250$0
DAVID WILLIAMS
BOARD MEMBER0.50Yes (X)$0$0$0
ERIC TSAO
BOARD MEMBER0.50Yes (X)$0$250$0
G T NG
BOARD MEMBER0.50Yes (X)$0$250$0
GLORIA CEBALLOS
BOARD MEMBER0.50Yes (X)$0$250$0
JERE CHRISPENS
BOARD MEMBER0.50Yes (X)$0$250$0
LOWELL COOPER
BOARD MEMBER0.50Yes (X)$0$0$0
MAX TREVINO
BOARD MEMBER0.50Yes (X)$0$250$0
PAUL JACOBSON
BOARD MEMBER (THROUGH 06/30/2013)0.50Yes (X)$0$0$0
PETER LANDLESS
BOARD MEMBER (AS OF 10/01/2013)0.50Yes (X)$0$250$0
RICARDO GRAHAM
BOARD MEMBER0.50Yes (X)$0$250$0
RICARDO PEVERINI
BOARD MEMBER0.50Yes (X)$0$0$0
ROBERT CARMEN
BOARD MEMBER0.50Yes (X)$0$250$0
ROBERT LEMON
BOARD MEMBER0.50Yes (X)$0$250$0
ROGER HADLEY
BOARD MEMBER0.50Yes (X)$0$450,053$42,942
SCOTT REINER
BOARD MEMBER0.50Yes (X)$0$250$0
TED WILSON
BOARD MEMBER0.50Yes (X)$0$250$0
THOMAS WERNER
BOARD MEMBER0.50Yes (X)$0$250$0
MARK REEVES
BOARD MEMBER (AS OF 07/01/2013)50.00Yes (X)$0$0$0Yes (X)
RUTHITA FIKE
BOARD MEMBER/CEO/ADMINISTR45.00Yes (X)$0$1,405,395$49,583Yes (X)5.00
RICHARD HART
BOARD MEMBER/PRESIDENT25.00Yes (X)$0$451,914$44,364Yes (X)25.00
JUDY STORFJELL
SR VICE PRES (FORMER BOARD MEMBER)50.00Yes (X)$0$374,000$0Yes (X)
BRIAN BULL
CORPORATE SECRETARY1.00$0$0$0Yes (X)
CYNTHIA SCHMIDT
VICE PRESIDENT50.00$0$294,108$55,999Yes (X)
DANIEL FONTOURA
SR VICE PRES, ADULT (THROUGH 12/10/2013)50.00$0$517,315$52,771Yes (X)
DANIEL GIANG
VICE PRESIDENT50.00$0$0$0Yes (X)
GERALD WINSLOW
VICE PRESIDENT47.50$0$311,169$29,913Yes (X)2.50
JAMES PAPPAS
VICE PRESIDENT50.00$0$0$0Yes (X)
JESSE MOCK
VICE PRESIDENT50.00$0$268,131$47,546Yes (X)
KEVIN LANG
CHIEF FINANCIAL OFFICER35.00$0$893,067$57,427Yes (X)15.00
LYNDON EDWARDS
VICE PRESIDENT & ADMINISTR50.00$0$292,973$44,973Yes (X)
MARK HUBBARD
VICE PRESIDENT50.00$0$518,076$50,028Yes (X)
MYRNA HANNA
ASSIST CORPORATE SECRETARY1.00$0$126,607$25,534Yes (X)49.00
STEVEN MOHR
SR VICE PRESIDENT50.00$0$534,947$48,138Yes (X)
ZAREH SARRAFIAN
COO/SR VICE PRESIDENT50.00$0$609,137$46,215Yes (X)
JENNIFER CRUIKSHANK
CHIEF PATIENT CARE DIRECTO40.00$204,247$0$22,995Yes (X)
PATRICIA ANN CRUDUP
EXEC DIRECTOR-PERIOP SERVICES40.00$167,010$0$25,608Yes (X)
ABIEL GHEBRESELASSIE GHEBREMEDHIN
PHYSICIST PHD LEAD40.00$257,766$0$37,010Yes (X)
BARBARA HOLSHOUSER
PHYSICIST PHD 240.00$247,823$0$36,330Yes (X)
DONGRAK CHOI
PHYSICIST PHD LEAD40.00$251,882$0$36,628Yes (X)
INHWAN YEO
PHYSICIST PHD 240.00$236,949$0$35,209Yes (X)
PAUL NORRIS
EXEC DIRECTOR-PHARMACY40.00$253,359$0$36,692Yes (X)
ELIZABETH DICKINSON
VICE PRESIDENT-FORMER50.00$0$323,451$41,776Yes (X)
FieldValueIRS element (for citing)
Total Reportable Comp From Org$1,619,036TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$7,373,843TotReportableCompRltdOrgAmt
Total Other Compensation$867,681TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K816IndivRcvdGreaterThan100KCnt
Former Ofcr Employees ListedYes (1)FormerOfcrEmployeesListedInd
Total Comp Greater Than150 KYes (1)TotalCompGreaterThan150KInd
Compensation From Other Srcs0CompensationFromOtherSrcsInd

Contractor Compensation ContractorCompensationGrp (5 entries)

Address Line1ContractorAddress/USAddress/AddressLine1CityContractorAddress/USAddress/CityStateContractorAddress/USAddress/StateZIP CodeContractorAddress/USAddress/ZIPCodeServicesServicesDescCompensationCompensationAmt
FACULTY PHYSICIANS AND SURGEONS
11175 CAMPUS ST 11120LOMA LINDACA92350MEDICAL DIRECTORS, TEAM CLINIC SUPPORT,$29,678,067
LOMA LINDA UNIV HEALTH SERVICES
11145 ANDERSON ST 209LOMA LINDACA92350SHARED SERVICES$25,481,177
FACULTY MEDICAL GROUP OF LLUSM
11234 ANDERSON ST A108LOMA LINDACA92354MEDICAL DIRECTORS, TEAM CLINIC SUPPORT,$9,300,821
LOMA LINDA UNIV HEALTH CARE
11175 CAMPUS ST 11120LOMA LINDACA92354MEDICAL DIRECTORS, TEAM CLINIC SUPPORT,$7,556,025
LOMA LINDA UNIV ADVENTIST HEALTH SCIENCE
11175 CAMPUS ST 11006LOMA LINDACA92354ADMINISTRATION FEES$7,400,843
FieldValueIRS element (for citing)
Cntrct Rcvd Greater Than100 K92CntrctRcvdGreaterThan100KCnt
Federated Campaigns$23,306FederatedCampaignsAmt
Fundraising$87,300FundraisingAmt
Related Organizations$1,018,761RelatedOrganizationsAmt
Government Grants$1,420,492GovernmentGrantsAmt
All Other Contributions$2,995,318AllOtherContributionsAmt
Noncash Contributions$48,304NoncashContributionsAmt
Total Contributions$5,545,177TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp (5 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt
PATIENT CARE446110$1,028,834,362$1,028,834,362
HOSPITAL QUALITY ASSURANCE PROGRA446110$164,377,090$164,377,090
CAFETERIA446110$4,951,937$4,951,937
MEDICAL RECORDS446110$91,029$91,029
TUITION446110-$359,640-$359,640

Total Oth Program Service Rev TotalOthProgramServiceRevGrp

FieldValueIRS element (for citing)
Total Revenue Column$36,513,676TotalRevenueColumnAmt
Related Or Exempt Func Income$36,513,676RelatedOrExemptFuncIncomeAmt
FieldValueIRS element (for citing)
Total Program Service Revenue$1,234,408,454TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$8,898,876TotalRevenueColumnAmt
Related Or Exempt Func Income$8,898,876RelatedOrExemptFuncIncomeAmt

Incm From Invest Bond Proceeds IncmFromInvestBondProceedsGrp

FieldValueIRS element (for citing)
Total Revenue Column$1,433,129TotalRevenueColumnAmt
Related Or Exempt Func Income$1,433,129RelatedOrExemptFuncIncomeAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$23,430,091SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$21,612,085SecuritiesAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities$1,818,006SecuritiesAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column$1,818,006TotalRevenueColumnAmt
Related Or Exempt Func Income$1,818,006RelatedOrExemptFuncIncomeAmt
FieldValueIRS element (for citing)
Fundraising Gross Income$40,200FundraisingGrossIncomeAmt
Contri Rpt Fundraising Event$87,300ContriRptFundraisingEventAmt
Fundraising Direct Expenses$13,410FundraisingDirectExpensesAmt

Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp

FieldValueIRS element (for citing)
Total Revenue Column$26,790TotalRevenueColumnAmt
Exclusion$26,790ExclusionAmt
FieldValueIRS element (for citing)
Gross Sales Of Inventory$13,841,925GrossSalesOfInventoryAmt
Cost Of Goods Sold$8,942,835CostOfGoodsSoldAmt

Net Income Or Loss NetIncomeOrLossGrp

FieldValueIRS element (for citing)
Total Revenue Column$4,899,090TotalRevenueColumnAmt
Related Or Exempt Func Income$4,425,793RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$473,297UnrelatedBusinessRevenueAmt

Other Revenue Misc OtherRevenueMiscGrp (2 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtUnrelated Business RevenueUnrelatedBusinessRevenueAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt
PARTNERSHIP INCOME-EPIC MANAGEMEN523000$369,177$369,177
EQUITY IN NET GAIN OF JOINT VENTU523000$33,157$33,157
FieldValueIRS element (for citing)
Other Revenue Total$402,334OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$1,257,431,856TotalRevenueColumnAmt
Related Or Exempt Func Income$1,251,017,415RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$842,474UnrelatedBusinessRevenueAmt
Exclusion$26,790ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

FieldValueIRS element (for citing)
Total$3,844,513TotalAmt
Program Services$3,844,513ProgramServicesAmt

Grants To Domestic Individuals GrantsToDomesticIndividualsGrp

FieldValueIRS element (for citing)
Total$110,214TotalAmt
Program Services$110,214ProgramServicesAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$6,531,721TotalAmt
Program Services$419,858ProgramServicesAmt
Management And General$6,111,863ManagementAndGeneralAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$422,849,334TotalAmt
Program Services$389,112,369ProgramServicesAmt
Management And General$33,826,430ManagementAndGeneralAmt
Fundraising-$89,465FundraisingAmt

Pension Plan Contributions PensionPlanContributionsGrp

FieldValueIRS element (for citing)
Total$14,445,266TotalAmt
Program Services$13,027,367ProgramServicesAmt
Management And General$1,417,899ManagementAndGeneralAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$96,074,843TotalAmt
Program Services$86,422,256ProgramServicesAmt
Management And General$9,652,587ManagementAndGeneralAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$43,201,910TotalAmt
Program Services$39,435,885ProgramServicesAmt
Management And General$3,766,025ManagementAndGeneralAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$6,321,880TotalAmt
Program Services$1,070ProgramServicesAmt
Management And General$6,320,810ManagementAndGeneralAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$472,750TotalAmt
Management And General$472,750ManagementAndGeneralAmt

Fees For Services Lobbying FeesForServicesLobbyingGrp

FieldValueIRS element (for citing)
Total$2,416,560TotalAmt
Management And General$2,416,560ManagementAndGeneralAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$52,256,940TotalAmt
Program Services$46,304,737ProgramServicesAmt
Management And General$5,952,203ManagementAndGeneralAmt

Advertising AdvertisingGrp

FieldValueIRS element (for citing)
Total$11,653,758TotalAmt
Management And General$11,653,758ManagementAndGeneralAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$238,276,402TotalAmt
Program Services$233,974,416ProgramServicesAmt
Management And General$4,301,986ManagementAndGeneralAmt

Information Technology InformationTechnologyGrp

FieldValueIRS element (for citing)
Total$5,551,597TotalAmt
Program Services$4,170,364ProgramServicesAmt
Management And General$1,381,233ManagementAndGeneralAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$58,226,898TotalAmt
Program Services$46,104,408ProgramServicesAmt
Management And General$12,122,490ManagementAndGeneralAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$1,952,053TotalAmt
Program Services$1,674,919ProgramServicesAmt
Management And General$277,134ManagementAndGeneralAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$375,902TotalAmt
Program Services$216,079ProgramServicesAmt
Management And General$159,823ManagementAndGeneralAmt

Interest InterestGrp

FieldValueIRS element (for citing)
Total$16,595,579TotalAmt
Program Services-$665,361ProgramServicesAmt
Management And General$17,260,940ManagementAndGeneralAmt

Payments To Affiliates PaymentsToAffiliatesGrp

FieldValueIRS element (for citing)
Total$28,392,968TotalAmt
Management And General$28,392,968ManagementAndGeneralAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$52,611,448TotalAmt
Program Services$34,594,622ProgramServicesAmt
Management And General$18,016,826ManagementAndGeneralAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$8,814,862TotalAmt
Program Services$2,773,231ProgramServicesAmt
Management And General$6,041,631ManagementAndGeneralAmt

Other Expenses OtherExpensesGrp (3 entries)

DescDescTotalTotalAmtProgram ServicesProgramServicesAmtManagement And GeneralManagementAndGeneralAmtFundraisingFundraisingAmt
PURCHASED SERVICES$79,911,781$32,853,168$44,510,899$2,547,714
PROVIDER FEE EXPENSE$77,258,979$77,258,979
RESTRICTED FUND EXPENSE$2,516,874$2,516,874

All Other Expenses AllOtherExpensesGrp

FieldValueIRS element (for citing)
Total-$26,960,168TotalAmt
Program Services-$8,939,985ProgramServicesAmt
Management And General-$18,020,183ManagementAndGeneralAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$1,203,704,864TotalAmt
Program Services$1,005,209,983ProgramServicesAmt
Management And General$196,036,632ManagementAndGeneralAmt
Fundraising$2,458,249FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$281,061,516BOYAmt
EOY$290,651,089EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$54,603,320BOYAmt
EOY$62,600,966EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$193,994,672BOYAmt
EOY$213,635,371EOYAmt

Inventories For Sale Or Use InventoriesForSaleOrUseGrp

FieldValueIRS element (for citing)
BOY$20,575,688BOYAmt
EOY$20,013,619EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$5,575,702BOYAmt
EOY$4,544,476EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$1,400,812,922LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$780,857,566LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$601,650,988BOYAmt
EOY$619,955,356EOYAmt

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
BOY$108,504,452BOYAmt
EOY$96,253,700EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$1,265,966,338BOYAmt
EOY$1,307,654,577EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$176,967,151BOYAmt
EOY$198,228,254EOYAmt

Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$312,767,815BOYAmt
EOY$340,368,291EOYAmt

Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp

FieldValueIRS element (for citing)
BOY$138,933,645BOYAmt
EOY$88,535,001EOYAmt

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$70,887,499BOYAmt
EOY$47,729,712EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$699,556,110BOYAmt
EOY$674,861,258EOYAmt
FieldValueIRS element (for citing)
Organization Follows SFAS117Yes (X)OrganizationFollowsSFAS117Ind

Unrestricted Net Assets UnrestrictedNetAssetsGrp

FieldValueIRS element (for citing)
BOY$533,501,954BOYAmt
EOY$597,028,398EOYAmt

Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp

FieldValueIRS element (for citing)
BOY$32,908,274BOYAmt
EOY$35,764,921EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$566,410,228BOYAmt
EOY$632,793,319EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$1,265,966,338BOYAmt
EOY$1,307,654,577EOYAmt
FieldValueIRS element (for citing)
Info In Schedule O Part XIYes (X)InfoInScheduleOPartXIInd
Reconcilation Revenue Expnss$53,726,992ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst$12,433,407NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets$222,692OtherChangesInNetAssetsAmt
Info In Schedule O Part XIIYes (X)InfoInScheduleOPartXIIInd
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or Review0AccountantCompileOrReviewInd
FS AuditedYes (1)FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

FieldValueIRS element (for citing)
Consolidated Basis Fincl StmtYes (X)ConsolidatedBasisFinclStmtInd
FieldValueIRS element (for citing)
Audit CommitteeYes (1)AuditCommitteeInd
Federal Grant Audit RequiredYes (1)FederalGrantAuditRequiredInd
Federal Grant Audit PerformedYes (1)FederalGrantAuditPerformedInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
HospitalYes (X)HospitalInd

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
ContributorRESTRICTEDContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1RESTRICTEDAddressLine1
Address Line2RESTRICTEDAddressLine2
CityRESTRICTEDCity
StateRESTRICTEDState
ZIP CodeRESTRICTEDZIPCode
FieldValueIRS element (for citing)
Total ContributionsRESTRICTEDTotalContributionsAmt

Schedule C IRS990ScheduleC

FieldValueIRS element (for citing)
Volunteers0VolunteersInd
Paid Staff Or Management0PaidStaffOrManagementInd
Media Advertisements0MediaAdvertisementsInd
Mailings Members0MailingsMembersInd
Publications Or Broadcast0PublicationsOrBroadcastInd
Grants Other Organizations0GrantsOtherOrganizationsInd
Direct Contact LegislatorsYes (1)DirectContactLegislatorsInd
Direct Contact Legislators$2,416,560DirectContactLegislatorsAmt
Rallies Demonstrations0RalliesDemonstrationsInd
Other Activities0OtherActivitiesInd
Total Lobbying Expenditures$2,416,560TotalLobbyingExpendituresAmt
Not Described Section501c30NotDescribedSection501c3Ind

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePART II-B, LINE 1:FormAndLineReferenceDesc
ExplanationTHE 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.ExplanationTxt

Schedule D IRS990ScheduleD

Land LandGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$39,245,921OtherCostOrOtherBasisAmt
Book Value$39,245,921BookValueAmt

Buildings BuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$274,509,908OtherCostOrOtherBasisAmt
Depreciation$109,169,922DepreciationAmt
Book Value$165,339,986BookValueAmt

Leasehold Improvements LeaseholdImprovementsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$332,248,757OtherCostOrOtherBasisAmt
Depreciation$110,648,017DepreciationAmt
Book Value$221,600,740BookValueAmt

Equipment EquipmentGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$684,286,351OtherCostOrOtherBasisAmt
Depreciation$561,039,627DepreciationAmt
Book Value$123,246,724BookValueAmt

Other Land Buildings OtherLandBuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$70,521,985OtherCostOrOtherBasisAmt
Book Value$70,521,985BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$619,955,356TotalBookValueLandBuildingsAmt

Other Assets Org OtherAssetsOrgGrp (3 entries)

DescDescBook ValueBookValueAmt
ASSETS WHOSE USE IS LIMITED, NET OF CURRENT PORTION$31,510,095
DEFERRED FINANCING COSTS$5,431,069
OTHER LONG-TERM ASSETS$59,312,536
FieldValueIRS element (for citing)
Total Book Value Other Assets$96,253,700TotalBookValueOtherAssetsAmt

Other Liabilities Org OtherLiabilitiesOrgGrp

FieldValueIRS element (for citing)
DescOTHER LONG-TERM LIABILITIESDesc
Amt$47,729,712Amt
FieldValueIRS element (for citing)
Total Liability$47,729,712TotalLiabilityAmt
Footnote TextYes (X)FootnoteTextInd

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePART X, LINE 2:FormAndLineReferenceDesc
ExplanationON JANUARY 1, 2007, LLUMC ADOPTED FIN 48. IN JULY 2006, FASB INTERPRETATION NO. 48(FIN48), ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES, AN INTERPRETATION OF FASB STATEMENT NO. 109, ACCOUNTING FOR INCOME TAXES, WAS ISSUED. FIN 48 CREATES A SINGLE MODEL TO ADDRESS UNCERTAINTY IN TAX POSITIONS AND CLARIFIES THE ACCOUNTING FOR INCOME TAXES BY PRESCRIBING THE MINIMUM RECOGNITION THRESHOLD A TAX POSITION IS REQUIRED TO MEET BEFORE BEING RECOGNIZED IN THE FINANCIAL STATEMENTS. UNDER THE REQUIREMENTS OF FIN 48, TAX-EXEMPT ORGANIZATIONS COULD NOW BE REQUIRED TO RECORD AN OBLIGATION AS THE RESULT OF A TAX POSITION THEY HAVE HISTORICALLY TAKEN ON VARIOUS TAX EXPOSURE ITEMS. PRIOR TO FIN 48, THE DETERMINATION OF WHEN TO RECORD A LIABILITY FOR TAX EXPOSURE WAS BASED ON WHETHER A LIABILITY WAS CONSIDERED PROBABLE AND REASONABLY ESTIMABLE IN ACCORDANCE WITH FASB STATEMENT NO. 5, ACCOUNTING FOR CONTINGENCIES. THE ADOPTION OF FIN 48 DID NOT HAVE A MATERIAL IMPACT ON THE COMBINED FINANCIAL POSITION, RESULTS OF OPERATIONS OR CASH FLOWS OF LLUMC.ExplanationTxt

Schedule G IRS990ScheduleG

FieldValueIRS element (for citing)
Mail SolicitationsYes (X)MailSolicitationsInd
Email SolicitationsYes (X)EmailSolicitationsInd
Phone SolicitationsYes (X)PhoneSolicitationsInd
In Person SolicitationsYes (X)InPersonSolicitationsInd
Solicitation Of Non Govt GrantsYes (X)SolicitationOfNonGovtGrantsInd
Solicitation Of Govt GrantsYes (X)SolicitationOfGovtGrantsInd
Special Fundraising EventsYes (X)SpecialFundraisingEventsInd

Fundraising Event Information FundraisingEventInformationGrp

FieldValueIRS element (for citing)
Name Of Event1PROTON TREATMENT CENTER GOLF TOURNANameOfEvent1Amt
Gross Receipts Event1$127,500GrossReceiptsEvent1Amt
Charitable Contri Event1$87,300CharitableContriEvent1Amt
Gross Revenue Event1$40,200GrossRevenueEvent1Amt
Other Direct Expenses Event1$13,410OtherDirectExpensesEvent1Amt
Gross Receipts Total$127,500GrossReceiptsTotalAmt
Charitable Contributions Tot$87,300CharitableContributionsTotAmt
Gross Revenue Total Events$40,200GrossRevenueTotalEventsAmt
Oth Direct Expnss Total Events$13,410OthDirectExpnssTotalEventsAmt
Direct Expense Summary Events$13,410DirectExpenseSummaryEventsAmt
Net Income Summary$26,790NetIncomeSummaryAmt

Schedule H IRS990ScheduleH

FieldValueIRS element (for citing)
Financial Assistance PolicyYes (1)FinancialAssistancePolicyInd
Written PolicyYes (1)WrittenPolicyInd
All Hospitals PolicyYes (X)AllHospitalsPolicyInd
FPG Reference Free CareYes (1)FPGReferenceFreeCareInd
Percent200Yes (X)Percent200Ind
FPG Reference Discounted CareYes (1)FPGReferenceDiscountedCareInd
Percent350Yes (X)Percent350Ind
Free Care Medically IndigentYes (1)FreeCareMedicallyIndigentInd
Financial Assistance BudgetYes (1)FinancialAssistanceBudgetInd
Expenses Exceed Budget0ExpensesExceedBudgetInd
Annual Community Bnft ReportYes (1)AnnualCommunityBnftReportInd
Report Publically AvailableYes (1)ReportPublicallyAvailableInd

Financial Assistance At Cost Typ FinancialAssistanceAtCostTyp

FieldValueIRS element (for citing)
Total Community Benefit Expns$19,442,687TotalCommunityBenefitExpnsAmt
Net Community Benefit Expns$19,442,687NetCommunityBenefitExpnsAmt
Total Expense0.01620TotalExpensePct

Unreimbursed Medicaid UnreimbursedMedicaidGrp

FieldValueIRS element (for citing)
Total Community Benefit Expns$439,296,865TotalCommunityBenefitExpnsAmt
Direct Offsetting Revenue$407,449,682DirectOffsettingRevenueAmt
Net Community Benefit Expns$31,847,183NetCommunityBenefitExpnsAmt
Total Expense0.02650TotalExpensePct

Unreimbursed Costs UnreimbursedCostsGrp

FieldValueIRS element (for citing)
Total Community Benefit Expns$24,027,537TotalCommunityBenefitExpnsAmt
Direct Offsetting Revenue$13,273,408DirectOffsettingRevenueAmt
Net Community Benefit Expns$10,754,129NetCommunityBenefitExpnsAmt
Total Expense0.00890TotalExpensePct

Total Financial Assistance Typ TotalFinancialAssistanceTyp

FieldValueIRS element (for citing)
Total Community Benefit Expns$482,767,089TotalCommunityBenefitExpnsAmt
Direct Offsetting Revenue$420,723,090DirectOffsettingRevenueAmt
Net Community Benefit Expns$62,043,999NetCommunityBenefitExpnsAmt
Total Expense0.05160TotalExpensePct

Community Health Services CommunityHealthServicesGrp

FieldValueIRS element (for citing)
Activities Or Programs43ActivitiesOrProgramsCnt
Persons Served206600PersonsServedCnt
Total Community Benefit Expns$1,043,144TotalCommunityBenefitExpnsAmt
Net Community Benefit Expns$1,043,144NetCommunityBenefitExpnsAmt
Total Expense0.00090TotalExpensePct

Health Professions Education HealthProfessionsEducationGrp

FieldValueIRS element (for citing)
Activities Or Programs3ActivitiesOrProgramsCnt
Total Community Benefit Expns$45,643,633TotalCommunityBenefitExpnsAmt
Direct Offsetting Revenue$5,061,471DirectOffsettingRevenueAmt
Net Community Benefit Expns$40,582,162NetCommunityBenefitExpnsAmt
Total Expense0.03370TotalExpensePct

Subsidized Health Services SubsidizedHealthServicesGrp

FieldValueIRS element (for citing)
Activities Or Programs3ActivitiesOrProgramsCnt
Persons Served647PersonsServedCnt
Total Community Benefit Expns$4,423,234TotalCommunityBenefitExpnsAmt
Direct Offsetting Revenue$3,687,013DirectOffsettingRevenueAmt
Net Community Benefit Expns$736,221NetCommunityBenefitExpnsAmt
Total Expense0.00060TotalExpensePct

Research ResearchGrp

FieldValueIRS element (for citing)
Activities Or Programs1ActivitiesOrProgramsCnt
Total Community Benefit Expns$3,356,458TotalCommunityBenefitExpnsAmt
Net Community Benefit Expns$3,356,458NetCommunityBenefitExpnsAmt
Total Expense0.00280TotalExpensePct

Cash And In Kind Contributions CashAndInKindContributionsGrp

FieldValueIRS element (for citing)
Activities Or Programs4ActivitiesOrProgramsCnt
Persons Served11767PersonsServedCnt
Total Community Benefit Expns$3,582,934TotalCommunityBenefitExpnsAmt
Net Community Benefit Expns$3,582,934NetCommunityBenefitExpnsAmt
Total Expense0.00300TotalExpensePct

Total Other Benefits TotalOtherBenefitsGrp

FieldValueIRS element (for citing)
Activities Or Programs54ActivitiesOrProgramsCnt
Persons Served219014PersonsServedCnt
Total Community Benefit Expns$58,049,403TotalCommunityBenefitExpnsAmt
Direct Offsetting Revenue$8,748,484DirectOffsettingRevenueAmt
Net Community Benefit Expns$49,300,919NetCommunityBenefitExpnsAmt
Total Expense0.04100TotalExpensePct

Total Community Benefits TotalCommunityBenefitsGrp

FieldValueIRS element (for citing)
Activities Or Programs54ActivitiesOrProgramsCnt
Persons Served219014PersonsServedCnt
Total Community Benefit Expns$540,816,492TotalCommunityBenefitExpnsAmt
Direct Offsetting Revenue$429,471,574DirectOffsettingRevenueAmt
Net Community Benefit Expns$111,344,918NetCommunityBenefitExpnsAmt
Total Expense0.09260TotalExpensePct

Coalition Building CoalitionBuildingGrp

FieldValueIRS element (for citing)
Activities Or Programs1ActivitiesOrProgramsCnt
Total Community Benefit Expns$92,952TotalCommunityBenefitExpnsAmt
Net Community Benefit Expns$92,952NetCommunityBenefitExpnsAmt
Total Expense0.00010TotalExpensePct

Health Improvement Advocacy HealthImprovementAdvocacyGrp

FieldValueIRS element (for citing)
Activities Or Programs1ActivitiesOrProgramsCnt
Total Community Benefit Expns$44,362TotalCommunityBenefitExpnsAmt
Net Community Benefit Expns$44,362NetCommunityBenefitExpnsAmt
Total Expense0.00000TotalExpensePct

Total Communtity Building Acty TotalCommuntityBuildingActyGrp

FieldValueIRS element (for citing)
Activities Or Programs2ActivitiesOrProgramsCnt
Total Community Benefit Expns$137,314TotalCommunityBenefitExpnsAmt
Net Community Benefit Expns$137,314NetCommunityBenefitExpnsAmt
Total Expense0.00010TotalExpensePct
FieldValueIRS element (for citing)
Bad Debt Expense ReportedYes (1)BadDebtExpenseReportedInd
Bad Debt Expense$54,056,000BadDebtExpenseAmt
Bad Debt Expense Attributable$10,827,417BadDebtExpenseAttributableAmt
Reimbursed By Medicare$171,459,700ReimbursedByMedicareAmt
Cost Of Care Reimbursed By Medcr$179,563,343CostOfCareReimbursedByMedcrAmt
Medicare Surplus Or Shortfall-$8,103,643MedicareSurplusOrShortfallAmt

Costing Methodology Used CostingMethodologyUsedGrp

FieldValueIRS element (for citing)
Cost To Charge RatioYes (X)CostToChargeRatioInd
FieldValueIRS element (for citing)
Written Debt Collection PolicyYes (1)WrittenDebtCollectionPolicyInd
Financial Assistance PrvsnYes (1)FinancialAssistancePrvsnInd
Hospital Facilities1HospitalFacilitiesCnt

Hospital Facilities HospitalFacilitiesGrp

FieldValueIRS element (for citing)
Facility1FacilityNum

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1LOMA LINDA UNIVERSITY MEDICAL CENTERBusinessNameLine1

US Address USAddress

FieldValueIRS element (for citing)
Address Line111234 ANDERSON STAddressLine1
CityLOMA LINDACity
StateCAState
ZIP Code92354ZIPCode
FieldValueIRS element (for citing)
Licensed HospitalYes (X)LicensedHospitalInd
General Medical And SurgicalYes (X)GeneralMedicalAndSurgicalInd
Childrens HospitalYes (X)ChildrensHospitalInd
Teaching HospitalYes (X)TeachingHospitalInd
Research FacilityYes (X)ResearchFacilityInd
Emergency Room24 HrsYes (X)EmergencyRoom24HrsInd

Hospital Fclty Policies Prctc HospitalFcltyPoliciesPrctcGrp

Hospital Facility Name HospitalFacilityName

FieldValueIRS element (for citing)
Business Name Line1LOMA LINDA UNIVERSITY MEDICAL CENTERBusinessNameLine1
FieldValueIRS element (for citing)
Facility1FacilityNum
CHNA ConductedYes (1)CHNAConductedInd
Community DefinitionYes (X)CommunityDefinitionInd
Community DemographicsYes (X)CommunityDemographicsInd
Existing ResourcesYes (X)ExistingResourcesInd
How Data ObtainedYes (X)HowDataObtainedInd
Community Health NeedsYes (X)CommunityHealthNeedsInd
Other Health IssuesYes (X)OtherHealthIssuesInd
Community Hlth Needs Id ProcessYes (X)CommunityHlthNeedsIdProcessInd
Consulting ProcessYes (X)ConsultingProcessInd
Information GapsYes (X)InformationGapsInd
OtherYes (X)OtherInd
CHNA Conducted13CHNAConductedYr
Take Into Account Others InputYes (1)TakeIntoAccountOthersInputInd
CHNA Conducted With Other Fclts0CHNAConductedWithOtherFcltsInd
CHNA Report Widely AvailableYes (1)CHNAReportWidelyAvailableInd
Rpt Available On Own WebsiteYes (X)RptAvailableOnOwnWebsiteInd
Own Website URLHTTP://LOMALINDAUNIVERSITYHEALTH.ORGOwnWebsiteURLTxt
Rpt Available Upon RequestYes (X)RptAvailableUponRequestInd
Rpt Available Thru Other MethodYes (X)RptAvailableThruOtherMethodInd
Adopt Implementation StrategyYes (X)AdoptImplementationStrategyInd
Exec Implementation StrategyYes (X)ExecImplementationStrategyInd
Develop Community Wide PlanYes (X)DevelopCommunityWidePlanInd
Exec Community Wide PlanYes (X)ExecCommunityWidePlanInd
Include Operational PlanYes (X)IncludeOperationalPlanInd
Adopt BudgetYes (X)AdoptBudgetInd
Prioritize Health NeedsYes (X)PrioritizeHealthNeedsInd
Prioritize ServicesYes (X)PrioritizeServicesInd
Other Needs AddressedYes (X)OtherNeedsAddressedInd
All Needs AddressedYes (1)AllNeedsAddressedInd
Organization Incur Excise Tax0OrganizationIncurExciseTaxInd
Elig Criteria ExplainedYes (1)EligCriteriaExplainedInd
FPG Used Deter Elig Free CareYes (1)FPGUsedDeterEligFreeCareInd
FPG Family Incm Lmt Free Care200.000000000000FPGFamilyIncmLmtFreeCarePct
FPG Used Determ Elig Dscnt CareYes (1)FPGUsedDetermEligDscntCareInd
FPG Family Incm Lmt Dscnt Care350.000000000000FPGFamilyIncmLmtDscntCarePct
Explained BasisYes (1)ExplainedBasisInd
Income LevelYes (X)IncomeLevelInd
Medical IndigencyYes (X)MedicalIndigencyInd
Insurance StatusYes (X)InsuranceStatusInd
Uninsured DiscountYes (X)UninsuredDiscountInd
Medicaid MedicareYes (X)MedicaidMedicareInd
State RegulationYes (X)StateRegulationInd
ResidencyYes (X)ResidencyInd
Other FactorsYes (X)OtherFactorsInd
App Financial Asst ExplnYes (1)AppFinancialAsstExplnInd
Includes Publicity MeasuresYes (1)IncludesPublicityMeasuresInd
Attached To InvoiceYes (X)AttachedToInvoiceInd
Posted In Emergency RoomYes (X)PostedInEmergencyRoomInd
Posted In Admission OfficeYes (X)PostedInAdmissionOfficeInd
Provided On AdmissionYes (X)ProvidedOnAdmissionInd
Available On RequestYes (X)AvailableOnRequestInd
Other PublicityYes (X)OtherPublicityInd
FAP Actions On NonpaymentYes (1)FAPActionsOnNonpaymentInd
Collection Activities0CollectionActivitiesInd
Nondis Emergency Care PolicyYes (1)NondisEmergencyCarePolicyInd
Medicare RatesYes (X)MedicareRatesInd
Amounts Generally Billed0AmountsGenerallyBilledInd
Gross Charges0GrossChargesInd

Supplemental Information SupplementalInformationGrp (2 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
LOMA LINDA UNIVERSITY MEDICAL CENTERPART V, SECTION B, LINE 12I: NUMBER OF FAMILY MEMBERS.
LOMA LINDA UNIVERSITY MEDICAL CENTERPART V, SECTION B, LINE 14G: POLICY POSTED ON THE STATE OF CALIFORNIA OFFICE OF STATEWIDE HEALTH PLANNING AND DEVELOPMENT (OSHPD) WEBSITE.

Supplemental Information Detail SupplementalInformationDetail (10 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
PART III, LINE 2:PATIENT SERVICE REVENUE IS REDUCED BY THE PROVISION FOR BAD DEBTS AND ACCOUNTS RECEIVABLE ARE REDUCEDBY 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 2013 LLUMC'S FINANCIAL STATEMENTS, PAGE 13, NOTES TO COMBINED FINANCIAL STATEMENTS.
PART III, LINE 3: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 20.03% (ADJUSTED PATIENT CARECOSTS/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 III, LINE 4:FOOTNOTE TO 2013 LLUMC'S FINANCIAL STATEMENTS THAT DESCRIBES BAD DEBT EXPENSE IS FOUND ON PAGES 12-14, NOTES TO COMBINED FINANCIAL STATEMENTS.
PART VI, LINE 1REQUIRED 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) = $ & UNREIMBURSED ORGAN COSTS .PART I, LINE 7 COLUMN E: HEALTH PROFESSIONALS EDUCATION AND RESEARCH - $44,981,764PART I, LINE 7: MEDICAL CARE SERVICES - $62,044,000, COMMUNITY HEALTH IMPROVEMENT - $5,211,763 PART III, LINE 4: BAD DEBT - $9,152,346 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 HOURS PART 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 VI, LINE 2NEEDS 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 THREE 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 IN ELEVATING 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 COUNTYWIDE EFFORTS.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:QUALITATIVE DATA*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 ALZHEIMERSPOOR 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 VI, LINE 3PATIENT 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 4COMMUNITY 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 5PROMOTION 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 6AFFILIATED 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 LINDA UNIVERSITY 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 7STATE 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 AND LOMA LINDA UNIVERSITY BEHAVIORAL MEDICAL CENTER. BEGINNING 2013,LLUMC MURRIETA WILL COMPLETE AN ANNUAL COMMUNITY BENEFIT REPORT.

Schedule I IRS990ScheduleI

FieldValueIRS element (for citing)
Grant Records MaintainedYes (1)GrantRecordsMaintainedInd

Recipient Table RecipientTable (16 entries)

Address Line1USAddress/AddressLine1CityUSAddress/CityStateUSAddress/StateZIP CodeUSAddress/ZIPCodeRecipient EINRecipientEINCash GrantCashGrantAmtPurpose Of GrantPurposeOfGrantTxt
SAC HEALTH SYSTEM
1454 E 2ND STSAN BERNARDINOCA92408330664371$3,576,684DONATION TOWARDS OPERATIONAL COSTS
CHILDREN'S FUND
348 WEST HOSPITALITY LN 110SAN BERNARDINOCA92408330193286$55,128GIFT FOR MEDICALLY RELATED FURNITURE, FIXTURES, AND EQUIPMENT FOR THE CHILDREN'S ASSESSMENT CENTER
LOMA LINDA UNIV SCH OF PUBLIC HEALTH
24951 NORTH CIRCLE DRLOMA LINDACA92350951816009$30,000SPONSORSHIP-6TH INTERNATIONAL CONGRESS ON VEGETARIAN NUTRITION
NATIONAL HEALTH FOUNDATION
515 S FIGUEROA ST STE 1300LOS ANGELESCA90071237314808$25,000PLATINUM SPONSORSHIP-TRIBUTE DINNER
LOMA LINDA UNIV SCH OF RELIGION
CENTENNIAL COMPLEXLOMA LINDACA92354951816009$20,000DONATION FOR CHAPLAINCY LEADERSHIP SCHOLARSHIP
LOMA LINDA UNIV SCH OF RELIGION
24760 STEWART STLOMA LINDACA92354951816009$15,000DONATION FOR MISSION LEADERSHIP SCHOLARSHIP FUND
LOMA LINDA UNIV GLOBAL HEALTH INSTITUTE
24888 PROSPECT STLOMA LINDACA92354951816009$11,400DONATION FOR PURCHASE OF HEMATOLOGY EQUIPMENT FOR LIBERIA
CALIFORNIA HOSPITAL ASSOCIATION
1215 K STREET STE 800SACRAMENTOCA95814680343712$10,000IN SUPPORT OF CHA'S PUBLIC ADVOCACY CAMPAIGN
LOMA LINDA ACADEMY
10656 ANDERSON STLOMA LINDACA92354951831069$10,000SPONSORSHIP-2013 ROADRUNNER GOLF CLASSIC
RIVERSIDE COMMUNITY HEALTH FOUNDATION
4445-A MAGNOLIA AVERIVERSIDECA92501237276444$10,000SPONSORSHIP-2013 ANNUAL CELEBRATION
WHITE MEMORIAL MED CTR CHARITABLE FND
1720 CESAR CHAVEZ AVELOS ANGELESCA90033953760201$10,000SPONSORSHIP OF THE CENTENNIAL GALA AT THE PATRON SPONSOR LEVEL
LOMA LINDA UNIV HEALTH SERVICES
24888 PROSPECT STLOMA LINDACA92354810661056$10,000SPONSORSHIP OF CONFERENCE
COUNTY OF SAN BERNARRDINO
285 N ARROWHEAD AVE 3RD FLOORSAN BERNARDINOCA92415956002748$5,000BRONZE SPONSOR LEVEL FOR THE STATE OF THE COUNTY 2013
INLAND SOUTHERN CALIFORNIA ORGANIZATION OF PHYSICIANS OF INDIAN ORGIN
18452 MOSS RDRIVERSIDECA92508462578722$5,000SPONSORSHIP OF AAPI CHILDHOOD OBESITY AWARENESS CAMPAIGN
WELL OF HEALING MOBILE MEDICAL CLINIC
7623 EAST AVEFONTANACA92336330831503$5,000DONATION TOWARDS OPERATIONAL COSTS
MISCELLANEOUS LESS THAN 5000
$46,301VARIOUS
FieldValueIRS element (for citing)
Total501c3 Org15Total501c3OrgCnt
Total Other Org0TotalOtherOrgCnt

Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp (5 entries)

Grant TypeGrantTypeTxtCash GrantCashGrantAmtValuation Method UsedValuationMethodUsedDesc
PHARMACEUTICALS/MEDICAL EQUIPMENT RENTAL$46,960BOOK
TRANSITIONAL LIVING/BOARD & CARE$28,567BOOK
TRANSPORTATION$32,648BOOK
FOOD$156BOOK
UTILITIES$1,883BOOK

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePART I, LINE 2:FormAndLineReferenceDesc
ExplanationLLUMC 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.ExplanationTxt

Schedule J IRS990ScheduleJ

FieldValueIRS element (for citing)
Travel For CompanionsYes (X)TravelForCompanionsInd
Idemnification Gross Up PmtsYes (X)IdemnificationGrossUpPmtsInd
Written Policy Ref T And E ExpnssYes (1)WrittenPolicyRefTAndEExpnssInd
Substantiation RequiredYes (1)SubstantiationRequiredInd
Severance Payment0SeverancePaymentInd
Supplemental Nonqual Rtr PlanYes (1)SupplementalNonqualRtrPlanInd
Equity Based Comp Arrngm0EquityBasedCompArrngmInd
Comp Based On Revenue Of Flng Org0CompBasedOnRevenueOfFlngOrgInd
Comp Bsd On Rev Related Orgs0CompBsdOnRevRelatedOrgsInd
Comp Bsd Net Earns Flng OrgYes (1)CompBsdNetEarnsFlngOrgInd
Comp Bsd Net Earns Rltd Orgs0CompBsdNetEarnsRltdOrgsInd
Any Non Fixed Payments0AnyNonFixedPaymentsInd
Initial Contract Exception0InitialContractExceptionInd

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (22 entries)

TitleTitleTxtBase Compensation Filing OrgBaseCompensationFilingOrgAmtCompensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmtBonus Filing OrganizationBonusFilingOrganizationAmountBonus Related OrganizationsBonusRelatedOrganizationsAmtOther Compensation Filing OrgOtherCompensationFilingOrgAmtOther Compensation Rltd OrgsOtherCompensationRltdOrgsAmtDeferred Compensation Flng OrgDeferredCompensationFlngOrgAmtDeferred Comp Rltd OrgsDeferredCompRltdOrgsAmtNontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmtNontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmtTotal Compensation Filing OrgTotalCompensationFilingOrgAmtTotal Compensation Rltd OrgsTotalCompensationRltdOrgsAmtComp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmtComp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt
ROGER HADLEY
BOARD MEMBER$0$367,142$0$5,500$0$77,411$0$15,576$0$27,366$0$492,995$0$0
RUTHITA FIKE
BOARD MEMBER/CEO/ADMINISTR$0$696,808$0$70,348$0$638,239$0$15,576$0$34,007$0$1,454,978$0$0
RICHARD HART
BOARD MEMBER/PRESIDENT$0$363,462$0$0$0$88,452$0$15,576$0$28,788$0$496,278$0$0
JUDY STORFJELL
SR VICE PRES (FORMER BOARD MEMBER)$0$374,000$0$0$0$0$0$0$0$0$0$374,000$0$0
CYNTHIA SCHMIDT
VICE PRESIDENT$0$217,038$0$37,014$0$40,056$0$15,576$0$40,423$0$350,107$0$0
DANIEL FONTOURA
SR VICE PRES, ADULT (THROUGH 12/10/2$0$407,077$0$37,474$0$72,764$0$15,576$0$37,195$0$570,086$0$0
GERALD WINSLOW
VICE PRESIDENT$0$233,654$0$22,960$0$54,555$0$14,779$0$15,134$0$341,082$0$0
JESSE MOCK
VICE PRESIDENT$0$220,154$0$18,454$0$29,523$0$15,576$0$31,970$0$315,677$0$0
KEVIN LANG
CHIEF FINANCIAL OFFICER$0$579,462$0$51,380$0$262,225$0$15,576$0$41,851$0$950,494$0$0
LYNDON EDWARDS
VICE PRESIDENT & ADMINISTR$0$228,462$0$26,745$0$37,766$0$15,576$0$29,397$0$337,946$0$0
MARK HUBBARD
VICE PRESIDENT$0$340,615$0$31,552$0$145,909$0$15,576$0$34,452$0$568,104$0$0
MYRNA HANNA
ASSIST CORPORATE SECRETARY$0$109,018$0$452$0$17,137$0$15,334$0$10,200$0$152,141$0$0
STEVEN MOHR
SR VICE PRESIDENT$0$395,654$0$50,582$0$88,711$0$10,476$0$37,662$0$583,085$0$0
ZAREH SARRAFIAN
COO/SR VICE PRESIDENT$0$429,923$0$71,853$0$107,361$0$10,476$0$35,739$0$655,352$0$0
JENNIFER CRUIKSHANK
CHIEF PATIENT CARE DIRECTO$162,992$0$18,782$0$22,473$0$22,035$0$960$0$227,242$0$0$0
PATRICIA ANN CRUDUP
EXEC DIRECTOR-PERIOP SERVICES$131,106$0$12,390$0$23,514$0$15,408$0$10,200$0$192,618$0$0$0
ABIEL GHEBRESELASSIE GHEBREMEDHIN
PHYSICIST PHD LEAD$227,448$0$499$0$29,819$0$26,810$0$10,200$0$294,776$0$0$0
BARBARA HOLSHOUSER
PHYSICIST PHD 2$225,579$0$320$0$21,924$0$26,130$0$10,200$0$284,153$0$0$0
DONGRAK CHOI
PHYSICIST PHD LEAD$228,345$0$320$0$23,217$0$26,428$0$10,200$0$288,510$0$0$0
INHWAN YEO
PHYSICIST PHD 2$217,509$0$320$0$19,120$0$25,009$0$10,200$0$272,158$0$0$0
PAUL NORRIS
EXEC DIRECTOR-PHARMACY$203,512$0$20,695$0$29,152$0$26,492$0$10,200$0$290,051$0$0$0
ELIZABETH DICKINSON
VICE PRESIDENT-FORMER$0$250,269$0$16,716$0$56,466$0$15,576$0$26,200$0$365,227$0$0

Supplemental Information Detail SupplementalInformationDetail (4 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
PART I, LINE 3PLEASE SEE EXPLANATION FOR PART VI, SECTION B, LINE 15 THAT IS LISTED UNDER SCHEDULE O.
PART I, LINE 4BTHE FOLLOWING LLUAHSC EMPLOYEES PARTICIPATED IN, AND RECEIVED PAYMENT FROM, A SUPPLEMENTAL NONQUALIFIED RETIREMENT PLAN: BUSSELL, RACHELLE $28,324 NET FLEX PLAN CREDITS PAID TO EMPLOYEE IN CASH. DICKINSON, ELIZABETH JANE $23,862 NET FLEX PLAN CREDITS PAID TO EMPLOYEE IN CASH. EDWARDS, LYNDON C. $20,137 NET FLEX PLAN CREDITS PAID TO EMPLOYEE IN CASH. FIKE, RUTHITA J $11,868 EMPLOYER CONTRIBUTIONS/PAYMENTS FOR ELECTIVE BENEFITS (INCLUDES VESTED AND FORFEITED BENEFITS FUNDED IN PRIOR YEARS). $120,188 NET FLEX PLAN CREDITS PAID TO EMPLOYEE IN CASH. $433,332 SERP FUNDING PAID TO EMPLOYEE IN CASH. FONTOURA, DANIEL ELBIO $2,981 EMPLOYER CONTRIBUTIONS/PAYMENTS FOR ELECTIVE BENEFITS (INCLUDES VESTED AND FORFEITED BENEFITS FUNDED IN PRIOR YEARS). $57,566 NET FLEX PLAN CREDITS PAID TO EMPLOYEE IN CASH. HADLEY, HENRY ROGER $50,992 NET FLEX PLAN CREDITS PAID TO EMPLOYEE IN CASH. HART, RICHARD HENRY $51,906 NET FLEX PLAN CREDITS PAID TO EMPLOYEE IN CASH. HUBBARD, MARK LEE $41,194 NET FLEX PLAN CREDITS PAID TO EMPLOYEE IN CASH. $64,583 SERP FUNDING PAID TO EMPLOYEE IN CASH. LANG, KEVIN J $3,356 EMPLOYER CONTRIBUTIONS/PAYMENTS FOR ELECTIVE BENEFITS (INCLUDES VESTED AND FORFEITED BENEFITS FUNDED IN PRIOR YEARS). $108,979 NET FLEX PLAN CREDITS PAID TO EMPLOYEE IN CASH. $101,165 SERP FUNDING PAID TO EMPLOYEE IN CASH. MOCK, FURMAN JESSE $2,179 EMPLOYER CONTRIBUTIONS/PAYMENTS FOR ELECTIVE BENEFITS (INCLUDES VESTED AND FORFEITED BENEFITS FUNDED IN PRIOR YEARS). $15,126 NET FLEX PLAN CREDITS PAID TO EMPLOYEE IN CASH. MOHR, STEVEN LAWRENCE $1,822 EMPLOYER CONTRIBUTIONS/PAYMENTS FOR ELECTIVE BENEFITS (INCLUDES VESTED AND FORFEITED BENEFITS FUNDED IN PRIOR YEARS). $55,895 NET FLEX PLAN CREDITS PAID TO EMPLOYEE IN CASH. SARRAFIAN, ZAREH HOVIK $65,862 NET FLEX PLAN CREDITS PAID TO EMPLOYEE IN CASH. SCHMIDT, CYNTHIA J $14,469 EMPLOYER CONTRIBUTIONS/PAYMENTS FOR ELECTIVE BENEFITS (INCLUDES VESTED AND FORFEITED BENEFITS FUNDED IN PRIOR YEARS). $3,531 NET FLEX PLAN CREDITS PAID TO EMPLOYEE IN CASH. WINSLOW, GERALD $20,168 NET FLEX PLAN CREDITS PAID TO EMPLOYEE IN CASH.
PART I, LINE 6LOMA 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 IIITHE 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 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 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. ALLOCATION PERCENTAGES OF THE COMPENSATION PAYMENTS FOR THE OFFICERS ARE AS FOLLOWS: 1. BUSSELL, RACHELLE IS EMPLOYED BY LLUAHSC. HER COMPENSATION IS FUNDED BY LOMA LINDA UNIVERSITY HEALTHCARE (5%), LOMA LINDA UNIVERSITY (25%) AND LOMA LINDA UNIVERSITY MEDICAL CENTER (70%). 2. DICKINSON, ELIZABETH JANE IS EMPLOYED BY LLUAHSC. HER COMPENSATION IS FUNDED BY LOMA LINDA UNIVERSITY MEDICAL CENTER (17%) AND LOMA LINDA UNIVERSITY MEDICAL CENTER-MURRIETTA (83%). 3. EDWARDS, LYNDON C. IS EMPLOYED BY LLUAHSC. HIS COMPENSATION IS 100% FUNDED BY LOMA LINDA UNIVERSITY MEDICAL CENTER. 4. FIKE, RUTHITA J. IS EMPLOYED BY LLUAHSC. HER COMPENSATION, EXCLUDING THE SERP BENEFIT, IS FUNDED BY LOMA LINDA UNIVERSITY BEHAVIORAL MEDICINE CENTER (10%) AND LOMA LINDA UNIVERSITY MEDICAL CENTER (90%). THE SERP BENEFIT IS 100% FUNDED BY LOMA LINDA UNIVERSITY MEDICAL CENTER. 5. FONTOURA, DANIEL ELBIO IS EMPLOYED BY LLUAHSC. HIS COMPENSATION IS 100% FUNDED BY LOMA LINDA UNIVERSITY MEDICAL CENTER. 6. HADLEY, HENRY ROGER IS EMPLOYED BY LLUAHSC. HIS COMPENSATION IS FUNDED BY LOMA LINDA UNIVERSITY NET OF $50,000 FROM LOMA LINDA UNIVERSITY HEALTH CARE AND HIS PRIVATE PRACTICE COMPENSATION FROM LOMA LINDA UNIVERSITY UROLOGY GROUP AND THE DEPARTMENT OF VETERANS AFFAIRS. 7. HART, RICHARD HENRY IS EMPLOYED BY LLUAHSC. HIS COMPENSATION, EXCLUDING THE SERP BENEFIT, IS FUNDED BY LOMA LINDA UNIVERSITY (50%) AND LOMA LINDA UNIVERSITY MEDICAL CENTER (50%). THE SERP BENEFIT IS 100% FUNDED BY LOMA LINDA UNIVERSITY MEDICAL CENTER. 8. HUBBARD, MARK LEE IS EMPLOYED BY LLUAHSC. HIS COMPENSATION, EXCLUDING THE SERP BENEFIT, IS FUNDED BY LLUAHSC'S RISK MANAGEMENT DEPARTMENT (20%) AND LOMA LINDA UNIVERSITY MEDICAL CENTER (80%). THE SERP BENEFIT IS 100% FUNDED BY LOMA LINDA UNIVERSITY MEDICAL CENTER. 9. LANG, KEVIN J. IS EMPLOYED BY LLUAHSC. HIS COMPENSATION, EXCLUDING THE SERP BENEFIT, IS FUNDED BY LOMA LINDA UNIVERSITY MEDICAL CENTER (70%), LOMA LINDA UNIVERSITY (17.5%), LOMA LINDA UNIVERSITY HEALTH CARE (7.5%) AND LOMA LINDA UNIVERSITY BEHAVIORAL MEDICINE CENTER (5%). THE SERP BENEFIT IS FUNDED BY LOMA LINDA UNIVERSITY MEDICAL CENTER (92.5%) AND LOMA LINDA UNIVERSITY HEALTH CARE (7.5%). 10. MOCK, FURMAN JESSE IS EMPLOYED BY LLUAHSC. HIS COMPENSATION IS 100% FUNDED BY LOMA LINDA UNIVERSITY MEDICAL CENTER. 11. MOHR, STEVEN LAWRENCE IS EMPLOYED BY LLUAHSC. HIS COMPENSATION IS 100% FUNDED BY LOMA LINDA UNIVERSITY MEDICAL CENTER. 12. SARRAFIAN, ZAREH HOVIK IS EMPLOYED BY LLUAHSC. HIS COMPENSATION IS 100% FUNDED BY LOMA LINDA UNIVERSITY MEDICAL CENTER. 13. SCHMIDT, CYNTHIA J IS EMPLOYED BY LLUAHSC. HER COMPENSATION IS 100% FUNDED BY LOMA LINDA UNIVERSITY MEDICAL CENTER. 14. WINSLOW, GERALD IS EMPLOYED BY LLUAHSC. HIS COMPENSATION, EXCLUDING THE SERP BENEFIT, IS FUNDED BY LOMA LINDA UNIVERSITY HEALTH SERVICES (5%) AND LOMA LINDA UNIVERSITY MEDICAL CENTER (95%). THE SERP BENEFIT IS 100% FUNDED BY LOMA LINDA UNIVERSITY MEDICAL CENTER.

Schedule K IRS990ScheduleK

Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp (4 entries)

Bond ReferenceBondReferenceCdBond Issuer EINBondIssuerEINCUSIPCUSIPNumBond IssuedBondIssuedDtIssue PriceIssuePriceAmtPurposePurposeDescDefeasedDefeasedIndOn Behalf Of IssuerOnBehalfOfIssuerIndPool FinancingPoolFinancingInd
CITY OF LOMA LINDA
A952662323541482JM82005-10-26$162,145,294FINANCE THE COSTS OF CAPITAL EXPENDITURES; BOND ISSUE COSTS; DEBT SERVICE000
CITY OF LOMA LINDA
B952662323541482JP12007-12-20$80,000,000FINANCE THE COSTS OF CAPITAL EXPENDITURES; BOND ISSUE COSTS000
CITY OF LOMA LINDA
C952662323541482JR72008-11-13$70,000,000FINANCE THE COSTS OF CAPITAL EXPENDITURES; BOND ISSUE COSTS; DEBT SERVICE000
CITY OF LOMA LINDA
D952662323541482JS52008-11-13$25,000,000FINANCE THE COSTS OF CAPITAL EXPENDITURES; BOND ISSUE COSTS000

Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp (4 entries)

Bond ReferenceBondReferenceCdTotal ProceedsTotalProceedsAmtIn Reserve FundInReserveFundAmtIssuance Costs From ProceedsIssuanceCostsFromProceedsAmtWorking Capital ExpendituresWorkingCapitalExpendituresAmtCapital ExpendituresCapitalExpendituresAmtOther Spent ProceedsOtherSpentProceedsAmtSubstantial CompletionSubstantialCompletionYrCurrent RefundingCurrentRefundingIndAdvance RefundingAdvanceRefundingIndFinal Allocation MadeFinalAllocationMadeIndAdequate Books And Rec MaintAdequateBooksAndRecMaintInd
A$165,019,155$15,834,500$2,454,233$1,302,095$17,492,753$127,935,5742007Yes (1)0Yes (1)Yes (1)
B$81,042,626$1,597,768$661,048$78,783,810200900Yes (1)Yes (1)
C$70,033,887$7,000,000$1,333,918$61,699,969201000Yes (1)Yes (1)
D$25,009,187$475,327$9,187$24,524,673201000Yes (1)Yes (1)

Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp (4 entries)

Bond ReferenceBondReferenceCdOwning Bond Financed PropertyOwningBondFinancedPropertyIndAny Lease ArrangementsAnyLeaseArrangementsIndMgmt Contract Bond Fincd PropMgmtContractBondFincdPropIndAny Research AgreementsAnyResearchAgreementsIndPrivate Bus Concerning UBIPrivateBusConcerningUBIPctTotal Private Business UseTotalPrivateBusinessUsePctBond Iss Meet Prvt Sec Pymt TestBondIssMeetPrvtSecPymtTestIndChange In Use Bond Financed PropChangeInUseBondFinancedPropIndProcs Nonqualified Bond RemdtdProcsNonqualifiedBondRemdtdInd
A00000.002000.0020000Yes (1)
B00000.002000.0020000Yes (1)
C00000.002000.0020000Yes (1)
D00000.002000.0020000Yes (1)

Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp (4 entries)

Bond ReferenceBondReferenceCdForm8038 T FiledForm8038TFiledIndVariable Rate IssueVariableRateIssueIndHedge Identified In Bks And RecHedgeIdentifiedInBksAndRecIndGross Proceeds Invested In GICGrossProceedsInvestedInGICIndTerm Of GICTermOfGICPctRegulatory Safe Harbor StsfdRegulatorySafeHarborStsfdIndGross Proceeds InvestedGrossProceedsInvestedIndWritten Proc To Monitor ReqsWrittenProcToMonitorReqsIndRebate Not Due YetRebateNotDueYetIndException To RebateExceptionToRebateIndNo Rebate DueNoRebateDueIndTerm Of HedgeTermOfHedgePctSuperintegrated HedgeSuperintegratedHedgeIndHedge TerminatedHedgeTerminatedInd
SOCIETE GENERALE
AYes (1)00Yes (1)18.000000000000Yes (1)0Yes (1)
GOLDMAN SACHS
B0Yes (1)Yes (1)00Yes (1)00Yes (1)30.00000000000000
(no name)
C00000Yes (1)00Yes (1)
GOLDMAN SACHS
D0Yes (1)Yes (1)00Yes (1)00Yes (1)30.00000000000000

Procedures Corrective Action ProceduresCorrectiveActionGrp (4 entries)

Bond ReferenceBondReferenceCdProcedures Corrective ActionProceduresCorrectiveActionInd
A0
B0
C0
D0

Schedule K IRS990ScheduleK

Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp (4 entries)

Bond ReferenceBondReferenceCdBond Issuer EINBondIssuerEINBond IssuedBondIssuedDtIssue PriceIssuePriceAmtPurposePurposeDescDefeasedDefeasedIndOn Behalf Of IssuerOnBehalfOfIssuerIndPool FinancingPoolFinancingInd
CITY OF LOMA LINDA
A9526623232008-11-13$15,000,000FINANCE THE COSTS OF CAPITAL EXPENDITURES000
CALIFORNIA ENTERPRISE DEVELOPMENT AUTHORITY
B3522736012007-11-30$28,809,966FINANCE THE COSTS OF CAPITAL EXPENDITURES; BOND ISSUE COSTS000
CALIFORNIA ENTERPRISE DEVELOPMENT AUTHORITY
C3522736012007-09-28$3,195,000FINANCE THE COSTS OF CAPITAL EXPENDITURES000
CALIFORNIA ENTERPRISE DEVELOPMENT AUTHORITY
D3522736012008-07-02$5,000,000FINANCE THE COSTS OF CAPITAL EXPENDITURES; BOND ISSUE COSTS000

Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp (4 entries)

Bond ReferenceBondReferenceCdTotal ProceedsTotalProceedsAmtCapital ExpendituresCapitalExpendituresAmtSubstantial CompletionSubstantialCompletionYrCurrent RefundingCurrentRefundingIndAdvance RefundingAdvanceRefundingIndFinal Allocation MadeFinalAllocationMadeIndAdequate Books And Rec MaintAdequateBooksAndRecMaintIndCapitalized InterestCapitalizedInterestAmtIssuance Costs From ProceedsIssuanceCostsFromProceedsAmtOther Spent ProceedsOtherSpentProceedsAmt
A$15,000,000$15,000,000200900Yes (1)Yes (1)
B$30,048,936$24,882,136201000Yes (1)Yes (1)$1,815,028$235,445$3,116,327
C$3,195,000$3,195,000200700Yes (1)Yes (1)
D$5,139,048$5,098,298201100Yes (1)Yes (1)$40,750

Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp (4 entries)

Bond ReferenceBondReferenceCdOwning Bond Financed PropertyOwningBondFinancedPropertyIndAny Lease ArrangementsAnyLeaseArrangementsIndMgmt Contract Bond Fincd PropMgmtContractBondFincdPropIndAny Research AgreementsAnyResearchAgreementsIndPrivate Bus Concerning UBIPrivateBusConcerningUBIPctTotal Private Business UseTotalPrivateBusinessUsePctBond Iss Meet Prvt Sec Pymt TestBondIssMeetPrvtSecPymtTestIndChange In Use Bond Financed PropChangeInUseBondFinancedPropIndProcs Nonqualified Bond RemdtdProcsNonqualifiedBondRemdtdIndPrivate Bus Use By OthersPrivateBusUseByOthersPct
A00000.002000.0020000Yes (1)
BYes (1)Yes (1)000.0270000Yes (1)0.02700
C000000Yes (1)
D000000Yes (1)

Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp (4 entries)

Bond ReferenceBondReferenceCdForm8038 T FiledForm8038TFiledIndRebate Not Due YetRebateNotDueYetIndException To RebateExceptionToRebateIndNo Rebate DueNoRebateDueIndVariable Rate IssueVariableRateIssueIndHedge Identified In Bks And RecHedgeIdentifiedInBksAndRecIndGross Proceeds Invested In GICGrossProceedsInvestedInGICIndGross Proceeds InvestedGrossProceedsInvestedIndWritten Proc To Monitor ReqsWrittenProcToMonitorReqsInd
A000Yes (1)0000Yes (1)
B000Yes (1)0000Yes (1)
C000Yes (1)0000Yes (1)
D000Yes (1)0000Yes (1)

Procedures Corrective Action ProceduresCorrectiveActionGrp (4 entries)

Bond ReferenceBondReferenceCdProcedures Corrective ActionProceduresCorrectiveActionInd
A0
B0
C0
D0

Schedule K IRS990ScheduleK

Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp (3 entries)

Bond ReferenceBondReferenceCdBond Issuer EINBondIssuerEINBond IssuedBondIssuedDtIssue PriceIssuePriceAmtPurposePurposeDescDefeasedDefeasedIndOn Behalf Of IssuerOnBehalfOfIssuerIndPool FinancingPoolFinancingInd
CALIFORNIA ENTERPRISE DEVELOPMENT AUTHORITY
A3522736012008-05-30$4,200,000FINANCE THE COSTS OF CAPITAL EXPENDITURES; BOND ISSUE COSTS000
CALIFORNIA ENTERPRISE DEVELOPMENT AUTHORITY
B3522736012009-06-16$4,016,964FINANCE THE COSTS OF CAPITAL EXPENDITURES; BOND ISSUE COSTS000
CALIFORNIA ENTERPRISE DEVELOPMENT AUTHORITY
C3522736012009-12-22$8,500,000FINANCE THE COSTS OF CAPITAL EXPENDITURES000

Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp (3 entries)

Bond ReferenceBondReferenceCdTotal ProceedsTotalProceedsAmtIssuance Costs From ProceedsIssuanceCostsFromProceedsAmtCapital ExpendituresCapitalExpendituresAmtSubstantial CompletionSubstantialCompletionYrCurrent RefundingCurrentRefundingIndAdvance RefundingAdvanceRefundingIndFinal Allocation MadeFinalAllocationMadeIndAdequate Books And Rec MaintAdequateBooksAndRecMaintInd
A$4,222,891$43,592$4,179,299200900Yes (1)Yes (1)
B$4,025,778$30,231$3,995,547200900Yes (1)Yes (1)
C$8,500,429$8,500,429201000Yes (1)Yes (1)

Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp (3 entries)

Bond ReferenceBondReferenceCdOwning Bond Financed PropertyOwningBondFinancedPropertyIndAny Lease ArrangementsAnyLeaseArrangementsIndMgmt Contract Bond Fincd PropMgmtContractBondFincdPropIndAny Research AgreementsAnyResearchAgreementsIndBond Iss Meet Prvt Sec Pymt TestBondIssMeetPrvtSecPymtTestIndChange In Use Bond Financed PropChangeInUseBondFinancedPropIndProcs Nonqualified Bond RemdtdProcsNonqualifiedBondRemdtdIndPrivate Bus Concerning UBIPrivateBusConcerningUBIPctTotal Private Business UseTotalPrivateBusinessUsePctPrivate Bus Use By OthersPrivateBusUseByOthersPct
A000000Yes (1)
B000000Yes (1)0.002000.00200
C0Yes (1)0000Yes (1)0.003000.00300

Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp (3 entries)

Bond ReferenceBondReferenceCdForm8038 T FiledForm8038TFiledIndRebate Not Due YetRebateNotDueYetIndException To RebateExceptionToRebateIndNo Rebate DueNoRebateDueIndVariable Rate IssueVariableRateIssueIndHedge Identified In Bks And RecHedgeIdentifiedInBksAndRecIndGross Proceeds Invested In GICGrossProceedsInvestedInGICIndGross Proceeds InvestedGrossProceedsInvestedIndWritten Proc To Monitor ReqsWrittenProcToMonitorReqsInd
A000Yes (1)0000Yes (1)
B000Yes (1)0000Yes (1)
C000Yes (1)0000Yes (1)

Procedures Corrective Action ProceduresCorrectiveActionGrp (3 entries)

Bond ReferenceBondReferenceCdProcedures Corrective ActionProceduresCorrectiveActionInd
A0
B0
C0

Schedule L IRS990ScheduleL

Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp (2 entries)

Relationship DescriptionRelationshipDescriptionTxtTransactionTransactionAmtTransactionTransactionDescSharing Of RevenuesSharingOfRevenuesInd
RIGSBY BEVERLY
FAMILY OF OFFICER$178,087EMPLOYED 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$85,456EMPLOYED BY LOMA LINDA UNIVERSITY MEDICAL CENTER AS A RADIOLOGIC SPECIALIST-MAMMO.0

Schedule M IRS990ScheduleM

Securities Publicly Traded SecuritiesPubliclyTradedGrp

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
Contribution6ContributionCnt
Noncash Contributions Rpt F990$38,247NoncashContributionsRptF990Amt
Method Of Determining RevenuesAVERAGE SALES PRICEMethodOfDeterminingRevenuesTxt

Drugs And Medical Supplies DrugsAndMedicalSuppliesGrp

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
Contribution1ContributionCnt
Noncash Contributions Rpt F990$10,000NoncashContributionsRptF990Amt
Method Of Determining RevenuesFAIR MARKET VALUEMethodOfDeterminingRevenuesTxt

Other Non Cash Contri Table OtherNonCashContriTableGrp

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
DescVARIOUS UNDERDesc
Contribution1ContributionCnt
Noncash Contributions Rpt F990$57NoncashContributionsRptF990Amt
Method Of Determining RevenuesFAIR MARKET VALUEMethodOfDeterminingRevenuesTxt
FieldValueIRS element (for citing)
Form8283 Received0Form8283ReceivedCnt
Any Property That Must Be Held0AnyPropertyThatMustBeHeldInd
Review Process Unusual NC GiftsYes (1)ReviewProcessUnusualNCGiftsInd
Third Parties UsedYes (1)ThirdPartiesUsedInd

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePART I, LINE 32B:FormAndLineReferenceDesc
ExplanationTHE 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.ExplanationTxt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (12 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990, PART VI, SECTION A, LINE 6THE CORPORATE MEMBER OF LLUMC PURSUANT TO SECTION 9310 OF THE CALIFORNIA NONPROFIT RELIGIOUS CORPORATION LAW SHALL BE LOMA LINDA UNIVERSITY ADVENTIST HEALTH SCIENCES CENTER, A CALIFORNIA NON-PROFIT RELIGIOUS CORPORATION, ACTING BY AND THROUGH ITS BOARD OF TRUSTEES.
FORM 990, PART VI, SECTION A, LINE 7ALLUAHSC, AS THE CORPORATE MEMBER, ELECTS THE BOARD OF TRUSTEES AT ITS QUINQUENNIAL MEETING. LLUAHSC 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 7BLLUAHSC, 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 11THIS FORM 990 IS 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 12CGENERAL 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 15LLUAHSC, LLUMC'S PARENT ORGANIZATION, EMPLOYS AN INDEPENDENT OUTSIDE CONSULTING FIRM TO BENCHMARK COMPENSATION FOR LLUAHSC EMPLOYEES. LLUMC'S CEO, CFO, AND VICE PRESIDENTS ARE EMPLOYED BY LLUAHSC. 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, 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 12/12 FOR THE POSITION OF VP, HELD BY BUSSELL, RACHELLE. THIS PROCESS WAS LAST UNDERTAKEN IN 12/12 FOR THE POSITION OF VP, PATIENT CARE SERVICES HELD BY DICKINSON, ELIZABETH JANE. THIS PROCESS WAS LAST UNDERTAKEN IN 12/12 FOR THE POSITION OF SVP, ADMINISTRATOR, EAST CAMPUS HOSPITAL HELD BY EDWARDS, LYNDON C. THIS PROCESS WAS LAST UNDERTAKEN IN 12/12 FOR THE POSITION OF EVP, HOSPITAL AFFAIRS & CEO, LLUMC HELD BY FIKE, RUTHITA J.. THIS PROCESS WAS LAST UNDERTAKEN IN 12/12 FOR THE POSITION OF SVP, ADMINISTRATOR, UNIVERSITY HOSPITAL & SVP, ANCILLARY CLINICAL SERVICES HELD BY FONTOURA, DANIEL ELBIO. THIS PROCESS WAS LAST UNDERTAKEN IN 12/12 FOR THE POSITION OF EVP, MEDICAL AFFAIRS & DEAN, SCHOOL OF MEDICINE HELD BY HADLEY, HENRY ROGER. THIS PROCESS WAS LAST UNDERTAKEN IN 12/12 FOR THE POSITION OF PRESIDENT & CEO HELD BY HART, RICHARD HENRY. THIS PROCESS WAS LAST UNDERTAKEN IN 12/12 FOR THE POSITION OF EVP, HUMAN RESOURCES AND RISK MANAGEMENT HELD BY HUBBARD, MARK LEE. THIS PROCESS WAS LAST UNDERTAKEN IN 12/12 FOR THE POSITION OF EVP, FINANCE & ADMINISTRATION & CFO HELD BY LANG, KEVIN J.. THIS PROCESS WAS LAST UNDERTAKEN IN 12/12 FOR THE POSITION OF VP, HELD BY MOCK, FERMAN JESSE. THIS PROCESS WAS LAST UNDERTAKEN IN 12/12 FOR THE POSITION OF SVP, FINANCE HELD BY MOHR, STEVEN LAWRENCE. THIS PROCESS WAS LAST UNDERTAKEN IN 12/12 FOR THE POSITION OF SVP, ADMINISTRATOR, CHILDREN'S HOSPITAL HELD BY SARRAFIAN, ZAREH HOVIK. THIS PROCESS WAS LAST UNDERTAKEN IN 12/12 FOR THE POSITION OF VP, REVENUE CYCLE MANAGEMENT HELD BY SCHMIDT, CYNTHIA J.. THIS PROCESS WAS LAST UNDERTAKEN IN 12/12 FOR THE POSITION OF SR VP, CHIEF NURSING OFFICER HELD BY STORFJELL, JUDITH. THIS PROCESS WAS LAST UNDERTAKEN IN 12/12 FOR THE POSITION OF VP, SPIRITUAL LIFE & WHOLENESS HELD BY WINSLOW, GERALD.
FORM 990, PART VI, SECTION C, LINE 18THE 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 19LLUMC 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 LLUAHSC OR LLUAHSC AFFILIATES (ORGANIZATION(S)) RELATED TO THE FILING ORGANIZATION WHO DEVOTE LESS THAN FULL-TIME TO THE FILING ORGANIZATION (BASED UPON THE AVERAGE NUMBER OF HOURS PER WEEK SHOWN IN PART VII, SECTION A, COLUMN (B) OF THE RETURN) THE COMPENSATION AMOUNTS SHOWN IN COLUMNS (E) AND (F) WERE PROVIDED IN CONJUNCTION WITH THEIR RESPONSIBILITIES AND ROLES IN OTHER POSITIONS FOR ORGANIZATIONS RELATED TO THE FILING ORGANIZATION. THESE INDIVIDUALS EACH DEVOTE APPROXIMATELY 50 HOURS PER WEEK SERVING IN THEIR RESPECTIVE POSITIONS WITHIN THE ORGANIZATION.
FORM 990, PART XI, LINE 9:NET ASSETS RELEASED FROM RESTRICTIONS USED FOR CAPITAL RELATED ACTIVITIES 222,692.
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 2013 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 BEHAVIORAL MEDICAL CENTER, THE LOMA LINDA UNIVERSITY CHILDREN'S HOSPITAL FOUNDATION, LOMA LINDA UNIVERSITY HEALTHCARE PROPERTIES, LLC, PHYSICIANS HOSPITAL OF MURRIETA, LLC, AND LOMA LINDA UNIVERSITY-URGENT CARE, LLC).
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 R IRS990ScheduleR

Id Disregarded Entities IdDisregardedEntitiesGrp (2 entries)

Address Line1USAddress/AddressLine1CityUSAddress/CityStateUSAddress/StateZIP CodeUSAddress/ZIPCodeEINEINPrimary ActivitiesPrimaryActivitiesTxtLegal Domicile StateLegalDomicileStateCdTotal IncomeTotalIncomeAmtEnd Of Year AssetsEndOfYearAssetsAmtBusiness Name Line1DirectControllingEntityName/BusinessNameLine1
LOMA LINDA UNIVERSITY HEALTHCARE PROPERTIES LLC
11234 ANDERSON STLOMA LINDACA92354953522679PROPERTY OWNERSHIPCA$4,089,000$39,223,000LOMA LINDA UNIVERSITY MEDICAL CENTER
LOMA LINDA UNIVERSITY - URGENT CARE LLC
11234 ANDERSON STLOMA LINDACA92354953522679URGENT CARE CLINICCA$2,048,000$404,000LOMA LINDA UNIVERSITY MEDICAL CENTER

Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (14 entries)

Address Line1USAddress/AddressLine1CityUSAddress/CityStateUSAddress/StateZIP CodeUSAddress/ZIPCodeEINEINPrimary ActivitiesPrimaryActivitiesTxtLegal Domicile StateLegalDomicileStateCdExempt Code SectionExemptCodeSectionTxtPublic Charity StatusPublicCharityStatusTxtDirect Controlling NADirectControllingNACdControlled OrganizationControlledOrganizationIndBusiness Name Line1DirectControllingEntityName/BusinessNameLine1
GENERAL CONFERENCE OF SEVENTH-DAY ADVENTISTS
12501 OLD COLUMBIA PIKESILVER SPRINGMD20904520643036CHURCHCA501(C)(3)1N/A0
LOMA LINDA UNIVERSITY ADVENTIST HEALTH SCIENCES CENTER
11175 CAMPUS STLOMA LINDACA92354953804495PARENT COMPANYCA501(C)(3)1N/A0
LOMA LINDA UNIVERSITY
11145 ANDERSON STLOMA LINDACA92350951816009UNIVERSITYCA501(C)(3)2N/A0
LOMA LINDA MERCANTILE
PO BOX 2000LOMA LINDACA92354953858272PURCHASING COMPANYCA501(C)(3)10LOMA LINDA UNIVERSITY MEDICAL CENTER
LOMA LINDA UNIVERSITY BEHAVIORAL MEDICINE CENTER
1710 BARTON RDREDLANDSCA92373330245579PSYCHIATRIC HOSPITALCA501(C)(3)30LOMA LINDA UNIVERSITY MEDICAL CENTER
LOMA LINDA UNIVERSITY CHILDREN'S HOSPITAL FOUNDATION
PO BOX 2000LOMA LINDACA92354330565591FOUNDATIONCA501(C)(3)11A0LOMA LINDA UNIVERSITY MEDICAL CENTER
LOMA LINDA UNIVERSITY HEALTH CARE
11175 CAMPUS STLOMA LINDACA92354330364239HEALTHCARE MANAGEMENT SERVICE ORGANIZATIONCA501(C)(3)11AN/A0
LOMA LINDA UNIVERSITY MEDICAL ENTERPRISES
11234 ANDERSON STLOMA LINDACA92354330873998OUTPATIENT PHARMACYCA501(C)(3)10LOMA LINDA UNIVERSITY MEDICAL CENTER
LOMA LINDA UNIVERSITY FACULTY PHARMACY
11234 ANDERSON STLOMA LINDACA92354202834636OUTPATIENT PHARMACYCA501(C)(3)10LOMA LINDA UNIVERSITY MEDICAL CENTER
NATIONAL MEDICAL TECHNOLOGY TESTBED
11175 CAMPUS STLOMA LINDACA92354330578722RESEARCH ORGANIZATIONCA501(C)(3)1N/A0
SOCIAL ACTION COMMUNITY HEALTH SYSTEM
1475 EAST 3RD STSAN BERNARDINOCA92504330664371COMMUNITY HEALTH CLINICCA501(C)(3)11AN/A0
UNIVERSITY INSURANCE COMPANY OF VERMONT
126 COLLEGE ST SUITE 400BURLINGTONVT05401030311174CAPTIVE INSURANCE PROVIDERVT501(C)(3)1N/A0
LOMA LINDA UNIVERSITY HEALTH SERVICES
11175 CAMPUS STLOMA LINDACA92354810661056SERVICE ORGANIZATIONCA501(C)(3)1N/A0
LOMA LINDA UNIVERSITY MEDICAL CENTER-MURRIETA
28062 BAXTER RDMURRIETACA92653202859948ACUTE CARE HOSPITALCA501(C)(3)3N/A0

Id Related Org Txbl Partnership IdRelatedOrgTxblPartnershipGrp (2 entries)

Address Line1USAddress/AddressLine1CityUSAddress/CityStateUSAddress/StateZIP CodeUSAddress/ZIPCodeEINEINPrimary ActivitiesPrimaryActivitiesTxtLegal Domicile StateLegalDomicileStateCdDirect Controlling NADirectControllingNACdPredominant Income TypePredominantIncomeTypeTxtDisproportionate AllocationsDisproportionateAllocationsIndGeneral Or Managing PartnerGeneralOrManagingPartnerIndBusiness Name Line1DirectControllingEntityName/BusinessNameLine1OwnershipOwnershipPct
LOMA LINDA UNIVERSITY HEALTH NETWORK LLC
11234 ANDERSON STLOMA LINDACA92354330807213INACTIVE COMPANYCAN/AINTEREST00
PHYSICIANS HOSPITAL OF MURRIETA
28062 BAXTER RDMURRIETACA92653202859948ACUTE CARE HOSPITALCAPATIENT SERVICE REVE00LOMA LINDA UNIVERSITY MEDICAL CENTER1.00000

Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp

Related Organization Name RelatedOrganizationName

FieldValueIRS element (for citing)
Business Name Line1MEDICAL PROPERTIES OF LOMA LINDABusinessNameLine1

US Address USAddress

FieldValueIRS element (for citing)
Address Line111175 CAMPUS STAddressLine1
CityLOMA LINDACity
StateCAState
ZIP Code92354ZIPCode
FieldValueIRS element (for citing)
EIN953669452EIN
Primary ActivitiesPROPERTY OWNERSHIPPrimaryActivitiesTxt
Legal Domicile StateCALegalDomicileStateCd
Direct Controlling NAN/ADirectControllingNACd
Entity TypeCEntityTypeTxt
Controlled Organization0ControlledOrganizationInd
FieldValueIRS element (for citing)
Receipt Of Int Annts Rnts Rylts0ReceiptOfIntAnntsRntsRyltsInd
Gift Grnt Or Cap Contri To Oth Org0GiftGrntOrCapContriToOthOrgInd
Gift Grnt Cap Contri From Oth Org0GiftGrntCapContriFromOthOrgInd
Loans Or Guarantees To Other OrgYes (1)LoansOrGuaranteesToOtherOrgInd
Loans Or Guarantees From Oth Org0LoansOrGuaranteesFromOthOrgInd
Div Related Organization0DivRelatedOrganizationInd
Asset Sale To Other Org0AssetSaleToOtherOrgInd
Asset Purchase From Other Org0AssetPurchaseFromOtherOrgInd
Asset Exchange0AssetExchangeInd
Rental Of Facilities To Oth OrgYes (1)RentalOfFacilitiesToOthOrgInd
Rental Of Fclts From Oth OrgYes (1)RentalOfFcltsFromOthOrgInd
Perform Of Services For Oth OrgYes (1)PerformOfServicesForOthOrgInd
Perform Of Services By Other OrgYes (1)PerformOfServicesByOtherOrgInd
Sharing Of Facilities0SharingOfFacilitiesInd
Paid Employees Sharing0PaidEmployeesSharingInd
Reimbursement Paid To Other OrgYes (1)ReimbursementPaidToOtherOrgInd
Reimbursement Paid By Other OrgYes (1)ReimbursementPaidByOtherOrgInd
Transfer To Other OrgYes (1)TransferToOtherOrgInd
Transfer From Other OrgYes (1)TransferFromOtherOrgInd

Transactions Related Org TransactionsRelatedOrgGrp (6 entries)

Transaction TypeTransactionTypeTxtInvolvedInvolvedAmt
LOMA LINDA UNIVERSITY CHILDREN'S HOSPITAL FOUNDATION
S$968,553
LOMA LINDA UNIVERSITY MEDICAL ENTERPRISES
K$37,159
LOMA LINDA UNIVERSITY MEDICAL ENTERPRISES
L$1,958,772
LOMA LINDA UNIVERSITY MEDICAL ENTERPRISES
Q$8,331,009
LOMA LINDA UNIVERSITY FACULTY PHARMACY
L$474,372
LOMA LINDA UNIVERSITY FACULTY PHARMACY
Q$1,677,674

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