LOMA LINDA UNIVERSITY BEHAVIORAL MEDICINE CENTER INC: Form 990, tax year 2023

View the entire original 990 at ProPublica ↗

Organization
LOMA LINDA UNIVERSITY BEHAVIORAL MEDICINE CENTER INC (EIN 33-0245579)
Tax period
2023-07-01 to 2024-06-30
Filed
2026-01-15
IRS object ID
202630159349301418
Schema version
2023v6.0
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)
Return2026-01-15T10:01:34-06:00ReturnTs
Tax Period End2024-06-30TaxPeriodEndDt
Return Type990ReturnTypeCd
Tax Period Begin2023-07-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN330245579EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1LOMA LINDA UNIVERSITY BEHAVIORALBusinessNameLine1Txt
Business Name Line2MEDICINE CENTER INCBusinessNameLine2Txt
FieldValueIRS element (for citing)
Business Name ControlLOMABusinessNameControlTxt
Phone9095584000PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1197 E CAROLINE ST 2100AddressLine1Txt
CitySAN BERNARDINOCityNm
State AbbreviationCAStateAbbreviationCd
ZIP92408ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonANGELA LALASPersonNm
Person TitleCFOPersonTitleTxt
Phone9095584000PhoneNum
Signature2026-01-15SignatureDt
FieldValueIRS element (for citing)
IRS Responsible Prty Info Curr0IRSResponsiblePrtyInfoCurrInd
Tax2023TaxYr
Build TS2025-03-06 01:10:19ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Amended ReturnYes (X)AmendedReturnInd
Principal OfficerANGELA LALASPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line111234 ANDERSON STAddressLine1Txt
CityLOMA LINDACityNm
State AbbreviationCAStateAbbreviationCd
ZIP92373ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$7,103,512GrossReceiptsAmt
Group Return For Affiliates0GroupReturnForAffiliatesInd
Group Exemption1071GroupExemptionNum
Organization501c3Yes (X)Organization501c3Ind
Website AddressHTTPS://LLUH.ORG/BEHAVIORAL-HEALTHWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation1990FormationYr
Legal Domicile StateCALegalDomicileStateCd
Activity Or MissionPROVIDE MEDICAL & BEHAVIORAL HEALTH CARE TO THE COMMUNITY.ActivityOrMissionDesc
Voting Members Governing Body36VotingMembersGoverningBodyCnt
Voting Members Independent26VotingMembersIndependentCnt
Total Employee484TotalEmployeeCnt
Total Volunteers0TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$157,997PYContributionsGrantsAmt
CY Contributions Grants$2,482CYContributionsGrantsAmt
PY Program Service Revenue$45,516,712PYProgramServiceRevenueAmt
CY Program Service Revenue$7,098,958CYProgramServiceRevenueAmt
PY Investment Income$1,850PYInvestmentIncomeAmt
CY Investment Income$2,072CYInvestmentIncomeAmt
PY Other Revenue$0PYOtherRevenueAmt
CY Other Revenue$0CYOtherRevenueAmt
PY Total Revenue$45,676,559PYTotalRevenueAmt
CY Total Revenue$7,103,512CYTotalRevenueAmt
PY Grants And Similar Paid$0PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$0CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$0PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$41,518,719PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$7,251,522CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$0PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$53,622CYTotalFundraisingExpenseAmt
PY Other Expenses$18,650,539PYOtherExpensesAmt
CY Other Expenses$3,087,775CYOtherExpensesAmt
PY Total Expenses$60,169,258PYTotalExpensesAmt
CY Total Expenses$10,339,297CYTotalExpensesAmt
PY Revenues Less Expenses-$14,492,699PYRevenuesLessExpensesAmt
CY Revenues Less Expenses-$3,235,785CYRevenuesLessExpensesAmt
Total Assets BOY$40,084,771TotalAssetsBOYAmt
Total Assets EOY$0TotalAssetsEOYAmt
Total Liabilities BOY$77,057,092TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY-$36,972,321NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$0NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part IIIYes (X)InfoInScheduleOPartIIIInd
MissionTHE MISSION OF LOMA LINDA UNIVERSITY BEHAVIORAL MEDICINE CENTER IS TO PROVIDE THE COMMUNITY WITH HEALTH CARE IN A COMPETENT & COMPASSIONATE ENVIRONMENT, & TO CREATE A CLINICAL & RESEARCH ENVIRONMENT FOR THE EDUCATION OF PHYSICIANS & OTHER HEALTH PROFESSIONALS IN FULFILLING OUR CORE MISSION, "TO MAKE MAN WHOLE". "TO MAKE MAN WHOLE" ENCOMPASSES PROVIDING SERVICES TO INDIVIDUALS IN NEED OF EMOTIONAL & BEHAVIORAL RESTORATION IN A POSITIVE OUTCOME ENVIRONMENT CONCURRENT WITH THE EDUCATION OF PHYSICIANS & OTHER HEALTH CARE PROFESSIONALS.MissionDesc
Significant New Program Srvc0SignificantNewProgramSrvcInd
Significant Change0SignificantChangeInd
Expense$7,547,294ExpenseAmt
Revenue$7,098,958RevenueAmt
DescLOMA LINDA UNIVERSITY BEHAVIORAL MEDICINE CENTER (LLUBMC) PROVIDES PSYCHIATRIC HEALTHCARE SERVICES TO THE COMMUNITY. IN THE COMMUNITY WE SERVE, THE UNREIMBURSED VALUE OF PROVIDING CARE TO THOSE WHO ARE UNABLE TO AFFORD HEALTH CARE, IS $X,331,908 FOR FISCAL YEAR ENDING JUNE 30, 2024, AND TOTAL PATIENTS SERVED WAS 521.LLUBMC PROVIDES A RANGE OF SERVICES TO THE COMMUNITY THROUGH BEHAVIORAL HEALTH FAIRS DESIGNED TO PROVIDE SCREENINGS AND EDUCATE THE COMMUNITY ON BEHAVIORAL HEALTH CONDITIONS. THE LLUBMC COMMUNITY BENEFIT ACTIVITIES ARE DESIGNED TO CHALLENGE THE STIGMA AND BARRIERS TO SEEKING BEHAVIORAL AND MENTAL HEALTH SERVICES. SELECTED COMMUNITY BENEFIT HIGHLIGHTS ARE AS FOLLOWS:1. MENTAL/BEHAVIORAL HEALTH EDUCATION AND AWARENESS OUTREACH BEHAVIORAL HEALTH EDUCATION AND AWARENESS ACTIVITIES INVOLVE TRAININGS, PRESENTATIONS, AND IN-SERVICE OPPORTUNITIES TYPICALLY GEARED TOWARDS PROFESSIONALS, CLINICIANS, GENERAL COMMUNITY AND/OR EMPLOYER ORGANIZATIONS. LLUBMC STAFF PROVIDES OUTREACH AND EDUCATION IN THE COMMUNITY. THE GOAL IS TO PROVIDE INFORMATION ON TOPICS WITHIN THE SCOPE OF BEHAVIORAL HEALTH THAT WILL REDUCE STIGMA, INCREASE KNOWLEDGE, AND ASSIST COMMUNITY MEMBERS IN ACCESSING SERVICES. TOPICS INCLUDE AWARENESS AROUND MENTAL HEALTH AND SUBSTANCE ABUSE FOR CHILDREN, ADOLESCENTS, AND ADULTS. 2. SENIOR BEHAVIORAL HEALTH SERVICES ACTIVITIES ADDRESSING SENIOR BEHAVIORAL HEALTH TYPICALLY ARE IN THE FORM OF GENERAL EDUCATION, SCREENINGS, AND AWARENESS ACTIVITIES AS MUCH OF THE GERIATRIC POPULATION ARE OFTEN RELUCTANT TO ACCESS MENTAL HEALTH SERVICES DUE TO THE STIGMA AND SHAME THEY MAY BE FEELING. ADDITIONALLY, THE MEDICAL DIRECTOR COLLABORATES WITH OTHER PROVIDERS AND EDUCATES THEM ON SIGNS AND SYMPTOMS TO LOOK FOR IN THEIR PATIENTS SO THEY ARE BETTER ABLE TO DETECT ANY UNDERLYING PSYCHIATRIC CONDITIONS THAT NEED TO BE ADDRESSED.3. BEHAVIORAL HEALTH SCREENINGS: LLUBMC SPONSORS THE PSYCHIATRIC INTERNS IN TRAINING TO CONDUCT SCREENINGS GEARED TOWARDS THE GENERAL COMMUNITY IN THE INLAND EMPIRE, SENIOR FACILITIES, AND OR EMPLOYER ORGANIZATIONS, OR WITH VULNERABLE POPULATIONS WHO MAY REQUIRE TREATMENT. AT LEAST ONE CLINICAL THERAPIST OR PROGRAM REPRESENTATIVE HANDLES PROGRAM SPECIFIC QUESTIONS AND INTERPRETS DEPRESSION SCREENING AND MENTAL HEALTH ASSESSMENT RESULTS.4. SUPPORT FOR ALCOHOLICS ANONYMOUS (AA): LLUBMC PROVIDES MEETINGS SPACE TO AA FREE OF CHARGE, FIVE-DAYS-A WEEK ALL YEAR LONG, AS A SUPPORTIVE SERVICE TO COMMUNITY MEMBERS WHO ARE IN RECOVERY FROM ADDITION. SPACE IN THE LLUBMC GYMNASIUM ALLOWS FOR A LARGE REGIONAL MEETING SPACE TO SUPPORT COMMUNITY MEMBERS WHO ARE COMMITTED TO THEIR SOBRIETY.Desc
Total Program Service Expenses$7,547,294TotalProgramServiceExpensesAmt
Described In Section501c3Yes (1)DescribedInSection501c3Ind
Schedule B Required0ScheduleBRequiredInd
Political Campaign Acty0PoliticalCampaignActyInd
Lobbying Activities0LobbyingActivitiesInd
Subject To Proxy Tax0SubjectToProxyTaxInd
Donor Advised Fund0DonorAdvisedFundInd
Conservation Easements0ConservationEasementsInd
Collections Of Art0CollectionsOfArtInd
Credit Counseling0CreditCounselingInd
Donor Rstr Or Quasi Endowments0DonorRstrOrQuasiEndowmentsInd
Report Land Building EquipmentYes (1)ReportLandBuildingEquipmentInd
Report Investments Other Sec0ReportInvestmentsOtherSecInd
Report Program Related Invst0ReportProgramRelatedInvstInd
Report Other Assets0ReportOtherAssetsInd
Report Other Liabilities0ReportOtherLiabilitiesInd
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 Activities0FundraisingActivitiesInd
Gaming Activities0GamingActivitiesInd
Operate HospitalYes (1)OperateHospitalInd
Audited Financial Stmt AttYes (1)AuditedFinancialStmtAttInd
Grants To Organizations0GrantsToOrganizationsInd
Grants To Individuals0GrantsToIndividualsInd
Schedule J RequiredYes (1)ScheduleJRequiredInd
Tax Exempt Bonds0TaxExemptBondsInd
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 With35 Ctrl Ent0BusinessRlnWith35CtrlEntInd
Deductible Non Cash Contri0DeductibleNonCashContriInd
Deductible Art Contribution0DeductibleArtContributionInd
Terminate Operations0TerminateOperationsInd
Partial Liquidation0PartialLiquidationInd
Disregarded Entity0DisregardedEntityInd
Related EntityYes (1)RelatedEntityInd
Related Organization Ctrl Ent0RelatedOrganizationCtrlEntInd
Trnsfr Exmpt Non Chrtbl Rltd Org0TrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted Prtshp0ActivitiesConductedPrtshpInd
Schedule O RequiredYes (1)ScheduleORequiredInd
IRP Document0IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Employee484EmployeeCnt
Employment Tax Returns FiledYes (1)EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
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
Indoor Tanning Services0IndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst Inc0SubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members36GoverningBodyVotingMembersCnt
Independent Voting Member26IndependentVotingMemberCnt
Family Or Business RlnYes (1)FamilyOrBusinessRlnInd
Delegation Of Mgmt DutiesYes (1)DelegationOfMgmtDutiesInd
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 Venture0InvestmentInJointVentureInd
States Where Copy Of Return Is FldCAStatesWhereCopyOfReturnIsFldCd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1LEW MOWERY VICE PRES-FINANCEBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone9095584000PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1197 E CAROLINE ST STE 2100AddressLine1Txt
CitySAN BERNARDINOCityNm
State AbbreviationCAStateAbbreviationCd
ZIP92408ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (53 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtAverage Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRtOfficerOfficerIndKey EmployeeKeyEmployeeIndHighest Compensated EmployeeHighestCompensatedEmployeeInd
BEARDSLEY-HARDY LISA
TRUSTEE0.50Yes (X)$0$0$0
CHANG SHIRLEY
TRUSTEE0.50Yes (X)$0$0$0
MCKINNEY BARBARA
TRUSTEE0.50Yes (X)$0$369,750$42,800
COLON WILFREDO
TRUSTEE0.50Yes (X)$0$0$0
MOORHEAD SHERYL
TRUSTEE0.50Yes (X)$0$0$0
FILLER STEVEN
TRUSTEE0.50Yes (X)$0$0$0
CHAN FRANCIS
TRUSTEE0.50Yes (X)$0$387,800$45,800
HARRIS WAYNE
TRUSTEE0.50Yes (X)$0$0$0
HART RICHARD HENRY
PRESIDENT0.50Yes (X)$0$731,774$118,41649.50Yes (X)
SIMMONS ELLA
TRUSTEE0.50Yes (X)$0$350,251$42,800
BRYANT G ALEXANDER
TRUSTEE0.50Yes (X)$0$0$0
LANDLESS PETER
TRUSTEE0.50Yes (X)$0$0$0
LEMON ROBERT
TRUSTEE0.50Yes (X)$0$0$0
LEMON THOMAS
TRUSTEE0.50Yes (X)$0$0$0
MARTIN ROBERT
TRUSTEE0.50Yes (X)$0$1,238,832$46,800
WRIGHT TREVOR G
CEO0.50Yes (X)$0$1,248,029$168,59949.50Yes (X)
DOUGLAS PAUL
TRUSTEE0.50Yes (X)$0$0$0
PEVERINI RICARDO L
TRUSTEE0.50Yes (X)$0$745,000$45,800
DAWES DANIEL
TRUSTEE0.50Yes (X)$0$0$0
RUCKLE HERBERT
TRUSTEE0.50Yes (X)$0$795,950$47,300
SARRAFIAN ZAREH
TRUSTEE0.50Yes (X)$0$0$0
SHIM EUNMEE
TRUSTEE0.50Yes (X)$0$0$0
KOHLER ERTON
TRUSTEE0.50Yes (X)$0$0$0
OSBORN RICHARD
TRUSTEE0.50Yes (X)$0$0$0
WILSON TED
TRUSTEE0.50Yes (X)$0$0$0
THOMAS TAMARA
EVP LLU SOM0.50Yes (X)$0$754,895$102,348
HERRMANN PAUL
TRUSTEE0.50Yes (X)$0$0$0
LOREDO JOSE
TRUSTEE0.50Yes (X)$0$0$0
REECE ALBERT
TRUSTEE0.50Yes (X)$0$0$0
ROBERTS SANDRA
TRUSTEE0.50Yes (X)$0$0$0
SACRO JENNIFER
TRUSTEE0.50Yes (X)$0$0$0
SCHELL RANDY
TRUSTEE0.50Yes (X)$0$0$0
THURBER GARY
TRUSTEE0.50Yes (X)$0$0$0
WEHTJE RODNEY
TRUSTEE0.50Yes (X)$0$0$0
WILSON APRIL
TRUSTEE0.50Yes (X)$0$267,847$35,842
HILLIARD ANTHONY
TRUSTEE0.50Yes (X)$0$851,328$46,800
EDWARDS LYNDON C
CEO0.50$0$889,197$136,93049.50Yes (X)
FIELD EDWARD L
VP/ADMINISTRATOR50.00$0$406,786$83,028Yes (X)
HANNAMYRNA LEE
CORPORATE SECRETARY0.50$0$182,653$40,13849.50Yes (X)
HENDERSON WHITNEY P
ASST. CORPORATE SECRETARY0.50$0$137,709$40,98349.50Yes (X)
HUBBARD MARK LEE
ASST. CORPORATE SECRETARY0.50$0$722,846$112,39849.50Yes (X)
HUGGINS L ORLANDO
ASST. CORPORATE SECRETARY0.50$0$183,454$46,65649.50Yes (X)
LALAS ANGELA M
CHIEF FINANCIAL OFFICER0.50$0$1,081,663$149,56849.50Yes (X)
SODERBLOOM ALAN
SVP FINANCE0.50$0$593,481$114,318Yes (X)
WEERASINGHEJEEVAKA PRASANNA
EXEC. DIR. ADULT SVCS50.00$120,093$130,832$44,378Yes (X)
MATUS SARA
VP OPERATIONS1.00$0$344,364$85,170Yes (X)
STAPLES-EVANS HELEN
CNO0.50$0$711,678$102,348Yes (X)
SECOR LUCAS
VP REVENUE CYCLE25.00$0$362,711$80,26425.00Yes (X)
BRASSFIELDCHRISTINE ELIZABETH
DIRECTOR OF SOCIAL WORK50.00$84,558$97,010$49,310Yes (X)
VELASCO EMILY
CHIEF ADMIN NURSE50.00$96,188$94,244$28,198Yes (X)
CUIZON ELFRIDA
MGR PATIENT CARE25.00$88,223$90,463$42,07225.00Yes (X)
DUARTE-HERRERA PAULITA
MGR PATIENT CARE25.00$90,444$100,588$23,22725.00Yes (X)
RESIWAIN BRUCE A
EXEC DIR. - FINANCE25.00$85,836$37,337$26,81325.00Yes (X)
FieldValueIRS element (for citing)
Total Reportable Comp From Org$565,342TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$13,908,472TotReportableCompRltdOrgAmt
Total Other Compensation$1,949,104TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K2IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed0FormerOfcrEmployeesListedInd
Total Comp Greater Than150 KYes (1)TotalCompGreaterThan150KInd
Compensation From Other Srcs0CompensationFromOtherSrcsInd

Contractor Compensation ContractorCompensationGrp (5 entries)

Address Line1ContractorAddress/USAddress/AddressLine1TxtCityContractorAddress/USAddress/CityNmState AbbreviationContractorAddress/USAddress/StateAbbreviationCdZIPContractorAddress/USAddress/ZIPCdServicesServicesDescCompensationCompensationAmt
LOMA LINDA UNIVERSITY HEALTH
11175 CAMPUS ST CSP 11006LOMA LINDACA92354MGMT & CAPTIVE INSURANCE SERVICES$8,765,221
LOMA LINDA UNIVERSITY MEDICAL CENTER
11234 ANDERSON STLOMA LINDACA92354MEDICAL & SUPPORT SERVICES$7,271,630
LOMA LINDA UNIVERSITY SHARED SERVICES
197 CAROLINE STSAN BERNARDINOCA92408SUPPORT SERVICES$3,818,559
LOMA LINDA MERCANTILE
24887 TAYLOR STLOMA LINDACA92354SUPPLIES & SUPPORT SERVICES$1,250,000
LOMA LINDA UNIVERSITY MEDICAL CENTER-MUR
28062 BAXTER RDMURRIETACA92563MEDICAL SERVICES$710,556
FieldValueIRS element (for citing)
Cntrct Rcvd Greater Than100 K6CntrctRcvdGreaterThan100KCnt
Info In Schedule O Part VIIIYes (X)InfoInScheduleOPartVIIIInd
Government Grants$2,482GovernmentGrantsAmt
Total Contributions$2,482TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp (4 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt
PATIENT SERVICE REVENU622100$6,559,298$6,559,298
OTHER PATIENT SERVICE622100$274,954$274,954
NET ASSETS RELEASED FR622100$198,413$198,413
MEDICAL OFFICES-RENTAL531120$66,293$66,293
FieldValueIRS element (for citing)
Total Program Service Revenue$7,098,958TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$2,072TotalRevenueColumnAmt
Exclusion$2,072ExclusionAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$7,103,512TotalRevenueColumnAmt
Related Or Exempt Func Income$7,098,958RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$2,072ExclusionAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$649,007TotalAmt
Management And General$649,007ManagementAndGeneralAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$4,805,223TotalAmt
Program Services$4,163,751ProgramServicesAmt
Management And General$641,472ManagementAndGeneralAmt

Pension Plan Contributions PensionPlanContributionsGrp

FieldValueIRS element (for citing)
Total$211,521TotalAmt
Program Services$183,296ProgramServicesAmt
Management And General$28,225ManagementAndGeneralAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$1,250,381TotalAmt
Program Services$1,040,382ProgramServicesAmt
Management And General$209,999ManagementAndGeneralAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$335,390TotalAmt
Program Services$304,489ProgramServicesAmt
Management And General$30,901ManagementAndGeneralAmt

Fees For Services Management FeesForServicesManagementGrp

FieldValueIRS element (for citing)
Total$19,772TotalAmt
Management And General$19,772ManagementAndGeneralAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$343,320TotalAmt
Program Services$285,959ProgramServicesAmt
Management And General$57,361ManagementAndGeneralAmt

Advertising AdvertisingGrp

FieldValueIRS element (for citing)
Total$177TotalAmt
Program Services$177ProgramServicesAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$146,008TotalAmt
Program Services$39,343ProgramServicesAmt
Management And General$106,665ManagementAndGeneralAmt

Information Technology InformationTechnologyGrp

FieldValueIRS element (for citing)
Total$232,773TotalAmt
Program Services$128ProgramServicesAmt
Management And General$232,645ManagementAndGeneralAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$402,285TotalAmt
Program Services$229,119ProgramServicesAmt
Management And General$173,166ManagementAndGeneralAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$11,824TotalAmt
Program Services$2,784ProgramServicesAmt
Management And General$9,040ManagementAndGeneralAmt

Interest InterestGrp

FieldValueIRS element (for citing)
Total$45,436TotalAmt
Program Services$11,359ProgramServicesAmt
Management And General$34,077ManagementAndGeneralAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$179,499TotalAmt
Program Services$47,424ProgramServicesAmt
Management And General$132,075ManagementAndGeneralAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$130,282TotalAmt
Program Services$56,182ProgramServicesAmt
Management And General$74,100ManagementAndGeneralAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDescTotalTotalAmtProgram ServicesProgramServicesAmtManagement And GeneralManagementAndGeneralAmtFundraisingFundraisingAmt
PURCHASED SERVICES$893,848$619,930$220,296$53,622
NET ASSETS REL'D TO OPE$341,468$341,468
MEDICAL SUPPLIES$267,309$220,679$46,630
OTHER$73,774$824$72,950

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$10,339,297TotalAmt
Program Services$7,547,294ProgramServicesAmt
Management And General$2,738,381ManagementAndGeneralAmt
Fundraising$53,622FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$605,202BOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$230,693BOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$10,488,503BOYAmt

Inventories For Sale Or Use InventoriesForSaleOrUseGrp

FieldValueIRS element (for citing)
BOY$80,920BOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$110,821BOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$11,930,192LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$11,930,192LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$24,353,491BOYAmt
EOY$0EOYAmt

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
BOY$4,215,141BOYAmt
EOY$0EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$40,084,771BOYAmt
EOY$0EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$52,504,438BOYAmt

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$24,552,654BOYAmt
EOY$0EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$77,057,092BOYAmt
EOY$0EOYAmt
FieldValueIRS element (for citing)
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind

No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY-$38,750,183BOYAmt
EOY$0EOYAmt

Donor Restriction Net Assets DonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$1,777,862BOYAmt
EOY$0EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY-$36,972,321BOYAmt
EOY$0EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$40,084,771BOYAmt
EOY$0EOYAmt
FieldValueIRS element (for citing)
Info In Schedule O Part XIYes (X)InfoInScheduleOPartXIInd
Reconcilation Revenue Expnss-$3,235,785ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst$655NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets$40,207,451OtherChangesInNetAssetsAmt
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 Required0FederalGrantAuditRequiredInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
HospitalYes (X)HospitalInd

Schedule D IRS990ScheduleD

Buildings BuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$3,668,610OtherCostOrOtherBasisAmt
Depreciation$3,668,610DepreciationAmt
Book Value$0BookValueAmt

Leasehold Improvements LeaseholdImprovementsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$705,377OtherCostOrOtherBasisAmt
Depreciation$705,377DepreciationAmt
Book Value$0BookValueAmt

Equipment EquipmentGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$7,556,205OtherCostOrOtherBasisAmt
Depreciation$7,556,205DepreciationAmt
Book Value$0BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$0TotalBookValueLandBuildingsAmt
Footnote TextYes (X)FootnoteTextInd

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePART X, LINE 2:FormAndLineReferenceDesc
ExplanationTHE EXPLAINATION BELOW IS TAKEN FROM THE "COMBINED FINANCIAL STATEMENTS AND SUPPLEMENTARY INFORMATION" FOR LOMA LINDA UNIVERSITY MEDICAL CENTER AND AFFILIATES YEARS ENDED JUNE 30, 2024 AND JUNE 30, 2023. THE PRINCIPAL OPERATIONS OF LLUMC ARE EXEMPT FROM TAXATION PURSUANT TO IRC SECTION 501(C)(3) AND THE RELATED STATE PROVISIONS. ACCOUNTING STANDARDS CODIFICATION TOPIC (ASC) 740, INCOME TAXES, CLARIFIES THE ACCOUNTING FOR INCOME TAXES BY PRESCRIBING A MINIMUM RECOGNITION THRESHOLD THAT A TAX POSITION IS REQUIRED TO MEET BEFORE BEING RECOGNIZED IN THE FINANCIAL STATEMENTS. ASC 740 ALSO PROVIDES GUIDANCE ON DERECOGNITION, MEASUREMENT, CLASSIFICATION, INTEREST AND PENALTIES, DISCLOSURE, AND TRANSITION. THE GUIDANCE IS APPLICABLE TO PASS-THROUGH ENTITIES AND TAX-EXEMPT ORGANIZATIONS. NO SIGNIFICANT TAX LIABILITY FOR TAX BENEFITS, INTEREST OR PENALTIES WAS ACCRUED AT JUNE 30, 2024 OR JUNE 30, 2023. LLUMC CURRENTLY FILES FORM 990 (INFORMATIONAL RETURN OF ORGANIZATIONS EXEMPT FROM INCOME TAXES) AND FORM 990-T (BUSINESS INCOME TAX RETURN FOR AN EXEMPT ORGANIZATION) IN THE U.S. FEDERAL JURISDICTION AND THE STATE OF CALIFORNIA FOR EACH TAX-EXEMPT ORGANIZATION, AS APPROPRIATE. MANAGEMENT HAS DETERMINED THAT LLUMC IS NOT SUBJECT TO INCOME TAX EXAMINATIONS PRIOR TO 2019 IN MAJOR JURISDICTIONS.ExplanationTxt

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$270,838TotalCommunityBenefitExpnsAmt
Net Community Benefit Expns$270,838NetCommunityBenefitExpnsAmt
Total Expense0.02620TotalExpensePct

Unreimbursed Medicaid UnreimbursedMedicaidGrp

FieldValueIRS element (for citing)
Total Community Benefit Expns$2,717,911TotalCommunityBenefitExpnsAmt
Direct Offsetting Revenue$2,617,679DirectOffsettingRevenueAmt
Net Community Benefit Expns$100,232NetCommunityBenefitExpnsAmt
Total Expense0.00970TotalExpensePct

Total Financial Assistance Typ TotalFinancialAssistanceTyp

FieldValueIRS element (for citing)
Total Community Benefit Expns$2,988,749TotalCommunityBenefitExpnsAmt
Direct Offsetting Revenue$2,617,679DirectOffsettingRevenueAmt
Net Community Benefit Expns$371,070NetCommunityBenefitExpnsAmt
Total Expense0.03590TotalExpensePct

Community Health Services CommunityHealthServicesGrp

FieldValueIRS element (for citing)
Activities Or Programs2ActivitiesOrProgramsCnt
Persons Served199PersonsServedCnt
Total Community Benefit Expns$16,973TotalCommunityBenefitExpnsAmt
Net Community Benefit Expns$16,973NetCommunityBenefitExpnsAmt
Total Expense0.00160TotalExpensePct

Health Professions Education HealthProfessionsEducationGrp

FieldValueIRS element (for citing)
Total Community Benefit Expns$10,643TotalCommunityBenefitExpnsAmt
Net Community Benefit Expns$10,643NetCommunityBenefitExpnsAmt
Total Expense0.00100TotalExpensePct

Total Other Benefits TotalOtherBenefitsGrp

FieldValueIRS element (for citing)
Activities Or Programs2ActivitiesOrProgramsCnt
Persons Served199PersonsServedCnt
Total Community Benefit Expns$27,616TotalCommunityBenefitExpnsAmt
Net Community Benefit Expns$27,616NetCommunityBenefitExpnsAmt
Total Expense0.00260TotalExpensePct

Total Community Benefits TotalCommunityBenefitsGrp

FieldValueIRS element (for citing)
Activities Or Programs2ActivitiesOrProgramsCnt
Persons Served199PersonsServedCnt
Total Community Benefit Expns$3,016,365TotalCommunityBenefitExpnsAmt
Direct Offsetting Revenue$2,617,679DirectOffsettingRevenueAmt
Net Community Benefit Expns$398,686NetCommunityBenefitExpnsAmt
Total Expense0.03850TotalExpensePct

Community Support CommunitySupportGrp

FieldValueIRS element (for citing)
Persons Served465PersonsServedCnt
Total Community Benefit Expns$5,376TotalCommunityBenefitExpnsAmt
Net Community Benefit Expns$5,376NetCommunityBenefitExpnsAmt
Total Expense0.00050TotalExpensePct

Total Communtity Building Acty TotalCommuntityBuildingActyGrp

FieldValueIRS element (for citing)
Persons Served465PersonsServedCnt
Total Community Benefit Expns$5,376TotalCommunityBenefitExpnsAmt
Net Community Benefit Expns$5,376NetCommunityBenefitExpnsAmt
Total Expense0.00050TotalExpensePct
FieldValueIRS element (for citing)
Bad Debt Expense ReportedYes (1)BadDebtExpenseReportedInd
Bad Debt Expense-$259,532BadDebtExpenseAmt
Bad Debt Expense Attributable-$93,682BadDebtExpenseAttributableAmt
Reimbursed By Medicare$539,043ReimbursedByMedicareAmt
Cost Of Care Reimbursed By Medcr$2,167,855CostOfCareReimbursedByMedcrAmt
Medicare Surplus Or Shortfall-$1,628,812MedicareSurplusOrShortfallAmt

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 UNIV BEHAVIORAL MEDICINE CTRBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line11710 BARTON ROADAddressLine1Txt
CityREDLANDSCityNm
State AbbreviationCAStateAbbreviationCd
ZIP923735304ZIPCd
FieldValueIRS element (for citing)
Website AddressHTTPS://LLUH.ORG/BEHAVIORAL-HEALTHWebsiteAddressTxt
State License240000281StateLicenseNum
Licensed HospitalYes (X)LicensedHospitalInd
Teaching HospitalYes (X)TeachingHospitalInd
Research FacilityYes (X)ResearchFacilityInd

Hospital Fclty Policies Prctc HospitalFcltyPoliciesPrctcGrp

Hospital Facility Name HospitalFacilityName

FieldValueIRS element (for citing)
Business Name Line1LOMA LINDA UNIV BEHAVIORAL MEDICINE CTRBusinessNameLine1Txt
FieldValueIRS element (for citing)
First Licensed CY Or PY0FirstLicensedCYOrPYInd
Tax Exempt Hospital CY Or PY0TaxExemptHospitalCYOrPYInd
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
Prior CHNA ImpactYes (X)PriorCHNAImpactInd
OtherYes (X)OtherInd
CHNA Conducted22CHNAConductedYr
Take Into Account Others InputYes (1)TakeIntoAccountOthersInputInd
CHNA Conducted With Other FcltsYes (1)CHNAConductedWithOtherFcltsInd
CHNA Conducted With Non FcltsYes (1)CHNAConductedWithNonFcltsInd
CHNA Report Widely AvailableYes (1)CHNAReportWidelyAvailableInd
Rpt Available On Own WebsiteYes (X)RptAvailableOnOwnWebsiteInd
Own Website URLHTTPS://LLUH.ORG/BEHAVIORAL-HEALTHOwnWebsiteURLTxt
Other WebsiteYes (X)OtherWebsiteInd
Other Website URLREFER TO SCHEDULE H SUPPLEMENTAL INFORMATIONOtherWebsiteURLTxt
Paper Copy Public InspectionYes (X)PaperCopyPublicInspectionInd
Rpt Available Thru Other MethodYes (X)RptAvailableThruOtherMethodInd
Implementation Strategy AdoptYes (1)ImplementationStrategyAdoptInd
Implementation Strategy Adpt22ImplementationStrategyAdptYr
Strategy Posted WebsiteYes (1)StrategyPostedWebsiteInd
Strategy Website URLREFER TO SCHEDULE H SUPPLEMENTAL INFORMATIONStrategyWebsiteURLTxt
Organization Incur Excise Tax0OrganizationIncurExciseTaxInd
Elig Criteria ExplainedYes (1)EligCriteriaExplainedInd
FPG Family Incm Lmt Free DscntYes (X)FPGFamilyIncmLmtFreeDscntInd
FPG Family Incm Lmt Free Care200.000000000000FPGFamilyIncmLmtFreeCarePct
FPG Family Incm Lmt Dscnt Care350.000000000000FPGFamilyIncmLmtDscntCarePct
Income Level CriteriaYes (X)IncomeLevelCriteriaInd
Medical Indigency CriteriaYes (X)MedicalIndigencyCriteriaInd
Insurance Status CriteriaYes (X)InsuranceStatusCriteriaInd
Underinsurance Stat CriteriaYes (X)UnderinsuranceStatCriteriaInd
Residency CriteriaYes (X)ResidencyCriteriaInd
Explained BasisYes (1)ExplainedBasisInd
App Financial Asst ExplnYes (1)AppFinancialAsstExplnInd
Described InfoYes (X)DescribedInfoInd
Described Suprt DocYes (X)DescribedSuprtDocInd
Provided Hospital ContactYes (X)ProvidedHospitalContactInd
Provided Nonprofit ContactYes (X)ProvidedNonprofitContactInd
Includes Publicity MeasuresYes (1)IncludesPublicityMeasuresInd
FAP Available On WebsiteYes (X)FAPAvailableOnWebsiteInd
FAP Available On Website URLLLUH.ORG/PATIENTS-VISITORS/PATIENTS/BILLING-INSURANCE/FINANCIAL-ASSISTANCEFAPAvailableOnWebsiteURLTxt
FAP App Available On WebsiteYes (X)FAPAppAvailableOnWebsiteInd
FAP App Available On Website URLLLUH.ORG/PATIENTS-VISITORS/PATIENTS/BILLING-INSURANCE/FINANCIAL-ASSISTANCEFAPAppAvailableOnWebsiteURLTxt
FAP Summary On WebsiteYes (X)FAPSummaryOnWebsiteInd
FAP Summary On Website URLLLUH.ORG/PATIENTS-VISITORS/PATIENTS/BILLING-INSURANCE/FINANCIAL-ASSISTANCEFAPSummaryOnWebsiteURLTxt
FAP Avlbl On Request No ChargeYes (X)FAPAvlblOnRequestNoChargeInd
FAP App Avlbl On Request No ChrgYes (X)FAPAppAvlblOnRequestNoChrgInd
FAP Sum Avlbl On Request No ChrgYes (X)FAPSumAvlblOnRequestNoChrgInd
Notified FAP Copy Bill DisplayYes (X)NotifiedFAPCopyBillDisplayInd
Communtity Notified FAPYes (X)CommuntityNotifiedFAPInd
FAP TranslatedYes (X)FAPTranslatedInd
Other PublicityYes (X)OtherPublicityInd
FAP Actions On NonpaymentYes (1)FAPActionsOnNonpaymentInd
Permit No ActionsYes (X)PermitNoActionsInd
Collection Activities0CollectionActivitiesInd
None MadeYes (X)NoneMadeInd
Nondis Emergency Care PolicyYes (1)NondisEmergencyCarePolicyInd
Look Back MedicareYes (X)LookBackMedicareInd
Amounts Generally Billed0AmountsGenerallyBilledInd
Gross Charges0GrossChargesInd

Supplemental Information SupplementalInformationGrp (8 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
LOMA LINDA UNIV. BEHAVIORAL MEDICINE CTRPART V, SECTION B, LINE 3J: LLUH CONDUCTS A COMPREHENSIVE CHNA THAT INCLUDES PATIENT DEMOGRAPHIC AND CHRONIC DISEASE TRENDS AND ASSESSES COMMUNITY NEEDS BASED SURVEYS AND FOCUS GROUPS TO DETERMINE PRIORITIES FOR THE SOCIAL DETERMINANT OF HEALTH.
LOMA LINDA UNIV. BEHAVIORAL MEDICINE CTRPART V, SECTION B, LINE 5: THE 2022 CHNA SUPPORTING THE FY 23, 24 & 25 IMPLEMENTATION YEARS WAS DESIGNED TO BE A STATISTICALLY VALID SAMPLING OF BOTH THE PATIENT POPULATION AND THE GENERAL PUBLIC QUALITATIVE COMMUNITY SURVEYS AND QUANTITATIVE FOCUS GROUPS WITH EMPHASIS ON PEOPLE REPRESENTING HOUSEHOLDS OF $50,000 OR LESS TO ACHIEVE A MORE ACCURATE UNDERSTANDING OF COMMUNITY MEMBER SOCIAL DETERMINANT OF HEALTH NEEDS FOR VULNERABLE POPULATIONS. PUBLIC HEALTH EXPERTS WERE PART OF THE CHNA DESIGN AND OUTCOMES ANALYSIS FROM THE LLUH HEALTH SYSTEM INCLUDING LLU SCHOOL OF PUBLIC HEALTH FACULTY, AND THE CHNA WAS REVIEWED BY THE SAN BERNARDINO COUNTY DEPARTMENT OF PUBLIC HEALTH, WHICH PROVIDED A LETTER OF SUPPORT IN THE CHNA DOCUMENT. TO VIEW THE COUNTY DEPARTMENT PUBLIC HEALTH ENDORSEMENT OF THE CHNA FINDINGS AND SEE THE COMPLETE REPORT: PLEASE VISIT THE PUBLICLY AVAILABLE ON THE LLUH CHNA & CHIS AND THE ANNUAL COMMUNITY BENEFIT REPORTS FOR THE LLUH HOSPITALS, PLEASE VISIT: HTTPS://LLUH.ORG/ABOUT-US/COMMUNITY-BENEFIT/REPORTS-AND-RESOURCES.
LOMA LINDA UNIV. BEHAVIORAL MEDICINE CTRPART V, SECTION B, LINE 6A: THE LOMA LINDA UNIVERSITY HEALTH SYSTEM IS COMPRISED OF FOUR LICENSED HOSPITALS THAT CONDUCT ONE SYSTEM COMMUNITY HEALTH NEEDS ASSESSMENT AND PROGRAMMATICALLY REPORT THEIR COMMUNITY BENEFIT IMPLEMENTATION AND OUTCOMES TOGETHER FOR COLLECTIVE IMPACT IN OUR REGION WHILE THE FINANCIALS AND INVESTMENTS ARE REPORTED PER LICENSED HOSPITAL IN KEEPING WITH FEDERAL AND CALIFORNIA STATE REGULATIONS. THE FOUR LICENSED HOSPITALS REPRESENTED BY THE FOLLOWING COMMUNITY HEALTH NEEDS ASSESSMENT AND IMPLEMENTATION STRATEGY ARE: LOMA LINDA UNIVERSITY MEDICAL CENTER (EIN: 95-3522679);LOMA LINDA UNIVERSITY CHILDREN'S HOSPITAL (EIN: 46-3214504);LOMA LINDA UNIVERSITY BEHAVIORAL MEDICINE CENTER (EIN: 33-0245579); LOMA LINDA UNIVERSITY MEDICAL CENTER MURRIETA (EIN: 37-1705906).LLUH DID NOT CONDUCT THE 2022 ASSESSMENT WITH OTHER HOSPITALS THIS CYCLE BUT IS WORKING WITH OTHER HOSPITAL SYSTEMS TO IMPLEMENT INTERVENTIONS IN A COLLABORATIVE, COLLECTIVE IMPACT MODEL. THE COMMUNITY BENEFIT REPORT IS COMPLIANT WITH STATE AND FEDERAL REGULATIONS INCLUDING CALIFORNIA'S OFFICE OF STATEWIDE HEALTH PLANNING AND DEVELOPMENT (OSHPD) FOR THE FILING OF THE ANNUAL COMMUNITY BENEFIT REPORT BOTH WITH THE STATE AND ON THE PUBLIC WEBSITE, PER THE DEADLINE OR EXTENSION GRANTED EACH YEAR.
LOMA LINDA UNIV. BEHAVIORAL MEDICINE CTRPART V, SECTION B, LINE 6B: THREE ORGANIZATIONS WERE PARTNERED WITH LLUH ON THE 2019 CHNA: -EL SOL NEIGHBORHOOD EDUCATION CENTER (SAN BERNARDINO COUNTY)-COPE: CONGREGATIONS FOR PROPHETIC ENGAGEMENT (SAN BERNARDINO COUNTY)- FIND FOOD BANK (COACHELLA VALLEY, RIVERSIDE COUNTY) -SYMBA CENTER (HIGH DESERT, SAN BERNARDINO COUNTY)
LOMA LINDA UNIV. BEHAVIORAL MEDICINE CTRPART V, SECTION B, LINE 7D: THE CHNA IS AVAILABLE ON OUR WEBSITE, IS DISTRIBUTED ELECTRONICALLY TO OVER 100 COMMUNITY-PARTNERS ORGANIZATIONS, IS PRINTED AND PRINTABLE FOR WHEN REQUESTED BY COMMUNITY MEMBERS, AND THE FULL DATA SET OF FINDINGS IS IN THE APPENDIX OF THE REPORT SO ANY COMMUNITY AGENCY CAN USE THE ASSESSMENT DATA. FACILITY WEBSITE: HTTPS://LLUH.ORG/LOCATIONS/LOMA-LINDA-UNIVERSITY-BEHAVIORAL-MEDICINE-CENTER-BMCCHNA WEBSITE: HTTPS://LLUH.ORG/ABOUT-US/COMMUNITY-BENEFIT/REPORTS-AND-RESOURCES
LOMA LINDA UNIV. BEHAVIORAL MEDICINE CTRPART V, SECTION B, LINE 11: REFER TO SCHEDULE H SUPPLEMENTAL INFORMATION
LOMA LINDA UNIV. BEHAVIORAL MEDICINE CTRPART V, SECTION B, LINE 13H: NUMBER OF FAMILY MEMBERS
LOMA LINDA UNIV. BEHAVIORAL MEDICINE CTRPART V, SECTION B, LINE 16J: THE POLICY IS POSTED ON THE STATE OF CALIFORNIA OFFICE OF STATEWIDE HEALTH PLANNING AND DEVELOPMENT (OSHPD) WEBSITE.

Supplemental Information Detail SupplementalInformationDetail (15 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
PART I, LINE 3C:LLUBMC USES FPG TO DETERMINE ELIGIBILITY FOR PROVIDING DISCOUNTED CARE TO LOW INCOME INDIVIDUALS.
PART I, LINE 6A:LLUH, ON BEHALF OF LLUBMC, SUBMITS AN ANNUAL COMMUNITY BENEFIT REPORT TO HCAI.
PART I, LINE 7:WE USED THE WORKSHEETS AVAILABLE IN THE INSTRUCTION SECTION OF SCHEDULE H TO DERIVE THE AMOUNTS REPORTED IN THIS SECTION.PART I, LINE 7-COLUMN E: HEALTH PROFESSIONALS EDUCATION AND RESEARCH-$10,643PART I, LINE 7 - MEDICAL CARE SERVICES-$371,070; COMMUNITY HEALTH IMPROVEMENTS-$22,349PART III, LINE 3-BAD DEBT EXPENSE-$(93,682)
PART I, LINE 7G:WE DID NOT INCLUDE ANY COST ATTRIBUTABLE TO A PHYSICIAN CLINIC AS SUBSIDIZED HEALTH SERVICES.
PART II, COMMUNITY BUILDING ACTIVITIES:REFER TO 990, PART III, LN 4A & SCHEDULE O FOR MORE INFORMATION ON LOMA LINDA UNIVERSITY BEHAVIORIAL MEDICINE CENTER (LLUBMC) - COMMUNITY HEALTH BENEFIT SELECTED PROGRAM HIGHLIGHTS
PART III, LINE 2:LLUBMC USES THE NEW REVENUE STANDARD, "MODIFIED RETROSPECTIVE METHOD". PATIENT SERVICE REVENUES ARE PRESENTED NET OF ESTIMATED IMPLICIT PRICE CONCESSION REVENUE DEDUCTIONS. THE IMPLICIT PRICE CONCESSIONS INCLUDED IN ESTIMATING THE TRANSACTION PRICE REPRESENT THE DIFFERENCE BETWEEN AMOUNTS BILLED AND EXPECTED COLLECTIONS BASED ON HISTORICAL COLLECTIONS. SEE FOOTNOTE TO FY2024 LLUMC'S FINANCIAL STATEMENTS, PAGE 14-16, NOTES TO COMBINED FINANCIAL STATEMENTS.
PART III, LINE 3:ESTIMATED AMOUNT OF BAD DEBT EXPENSE REPORTED FOR PATIENTS ELIGIBLE UNDER LLBMC'S FINANCIAL ASSISTANCE POLICY IS DERIVED BY DEVELOPING A COST-TO-CHARGE RATIO OF 36.10% (ADJUSTED PATIENT CARE COSTS/GROSS PATIENT CHARGES) AND MULTIPLYING AGAINST BAD DEBT EXPENSE. LLUCH'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:THE FOOTNOTE TO THE FY2024 LLUMC'S COMBINED FINANCIAL STATEMENTS THATDESCRIBES BAD DEBT EXPENSE/IMPLICIT PRICE CONCESSIONS IS FOUND ON PAGES 14-16, NOTES TO COMBINED FINANCIAL STATEMENTS.
PART III, LINE 9B:AS A FAITH BASED ORGANIZATION, LLUBMC STRIVES TO MEET THE HEALTH CARE NEEDS OF PATIENTS IN ITS GEOGRAPHIC SERVICE AREA. THE FIRST AND FOREMOST RESPONSIBILITY OF LLUBMC IS TO SEE THAT ITS PATIENTS RECEIVE COMPASSIONATE, TIMELY, AND APPROPRIATE MEDICAL CARE WITH CONSIDERATION FOR PATIENT PRIVACY, DIGNITY, AND INFORMED CONSENT.ELIGIBILITY UNDER THE LLUBMC FINANCIAL ASSISTANCE POLICY IS PROVIDED FOR ANY PATIENT WHOSE FAMILY INCOME IS LESS THAN 350% OF THE CURRENT FEDERAL POVERTY LEVEL, IF NOT COVERED BY THIRD PARTY INSURANCE OR, IF COVERED BY THIRD PARTY INSURANCE WHICH DOES NOT RESULT IN FULL PAYMENT OF THE ACCOUNT.FOR FURTHER INFORMATION, PLEASE REFER TO OUR CHARITY CARE AND FINANCIAL ASSISTANCE POLICY.
PART VI, LINE 2:THE COMMUNITY HEALTH NEED ASSESSMENT 2022 AS THE BASELINE FOR 2023-2025 IMPLEMENTATION STRATEGY: IN 2022, LOMA LINDA UNIVERSITY HEALTH CONDUCTED A COMMUNITY HEALTH NEEDS ASSESSMENT (CHNA) IN PARTNERSHIP WITH NON-PROFIT, COMMUNITY-BASED PARTNERS AND THEIR COMMUNITY HEALTH WORKERS IN ORDER TO IMPLEMENT A SOCIAL DETERMINANTS OF HEALTH SURVEY WITH 811 COMMUNITY MEMBERS; TO CONDUCT 22 COMMUNITY CONVERSATIONS IN BOTH ENGLISH AND SPANISH (FOCUS GROUPS) WITH OVER 150 COMMUNITY MEMBERS; AND TO CONDUCT 13 INTERVIEWS WITH 16 REGIONAL LEADERS ACTIVE IN PUBLIC HEALTH, EDUCATION, ADVOCACY, FAITH-BASED, AND/OR NON-PROFIT ORGANIZATIONS WITH DEEP KNOWLEDGE OF OUR COMMUNITY'S MOST VULNERABLE POPULATIONS. SIXTY-THREE PERCENT OF THE PEOPLE WHO PARTICIPATED IN THE EXTENSIVE SURVEY EFFORT WERE FROM HOUSEHOLDS LIVING ON $50,000 A YEAR OR LESS, WITH THIRTY-THREE PERCENT OF PARTICIPANTS LIVING ON $25,000 OR LESS. THE CHNA ACHIEVED A STATISTICALLY SIGNIFICANT SAMPLING OF COMMUNITY MEMBERS LIVING ON LOWER INCOMES AND ACHIEVED REPRESENTATION FOR THE 4.7 MILLION PEOPLE IN OUR REGION, IN KEEPING WITH COMMUNITY BENEFIT GUIDELINES FOR IDENTIFYING THE UN-MET HEALTH NEEDS OF THE MOST VULNERABLE MEMBERS OF THE COMMUNITY. MOST IMPORTANTLY, THE NEEDS IDENTIFIED THROUGH THE METHODOLOGY OF THIS STUDY WERE THOSE THE COMMUNITY MEMBERS IDENTIFIED AS THE MOST PRESSING NEEDS IN THEIR COMMUNITIES. EMERGING AS THE LEADING HEALTH CHALLENGE IN OUR REGION WAS A FOCUS ON MENTAL HEALTH. CONTRIBUTING FACTORS INCLUDED THE HOUSING CRISIS/HOMELESSNESS, IMPACT OF COVID-19 (LOSS OF LOVED ONES, DEPRESSION, ANXIETY, SUBSTANCE ABUSE, ETC.), AND LIVING IN UNDERSERVED AREAS. THE STRESS AND ISOLATION FROM THE PANDEMIC HAVE HAD DEVASTATING EFFECTS ON NEARLY EVERY COMMUNITY AND POPULATION ACROSS THE REGION. THE PRIMARY AND SECONDARY DATA SOURCES ALSO REVEALED HEART DISEASE AND DIABETES AS THE LEADING CAUSES OF PREVENTABLE DEATH AND MORBIDITY IN THE INLAND EMPIRE. THESE CHRONIC DISEASES PLAGUE LOWER INCOME POPULATIONS AT HIGHER RATES DUE TO THE LACK OF HEALTHY FOOD CHOICES AND EASIER ACCESS TO UNHEALTHY FOODS IN AREAS OF LOW SOCIOECONOMIC STATUS. FINALLY, MATERNAL AND CHILD HEALTH WAS MENTIONED AS THE THIRD LEADING HEALTH CHALLENGE DUE TO THE HUGE DISPARITIES THAT EXIST FOR WOMEN OF COLOR AND BIRTHING OUTCOMES. MATERNAL MORTALITY RATES FOR WOMEN OF COLOR WERE 2.9 TIMES HIGHER THAN NON-HISPANIC WHITE WOMEN. INFANT MORTALITY RATES IN RIVERSIDE AND SAN BERNARDINO COUNTY WERE ALSO MUCH HIGHER THAN THE STATE AS A WHOLE, ESPECIALLY AMONG BLACKS AD HISPANICS.
PART VI, LINE 3:LLUBMC POST NOTICES INFORMING THE PUBLIC OF THE CHARITY CARE/DISCOUNT PAYMENT POLICY. SUCH NOTICES ARE BE POSTED IN HIGH VOLUME INPATIENT, AND OUTPATIENT SERVICE AREAS OF LLUBMC, INCLUDING BUT NOT LIMITED TO, THE BILLING OFFICE, INPATIENT ADMISSION AND OUTPATIENT REGISTRATION AREAS OR OTHER COMMON PATIENT WAITING AREAS OF LLUBMC. NOTICES ARE ALSO POSTED AT ANY LOCATION WHERE A PATIENT MAY PAY THEIR BILL. NOTICES INCLUDE CONTACT INFORMATION ON HOW A PATIENT MAY OBTAIN MORE INFORMATION ON FINANCIAL ASSISTANCE AS WELL AS WHERE TO APPLY FOR SUCH ASSISTANCE.1) THE NOTICES ARE BE POSTED IN ENGLISH AND SPANISH AND ANY OTHER LANGUAGES THAT ARE REPRESENTATIVE OF 5% OR GREATER OF PATIENTS IN LLUBMC'S SERVICE AREA.2) A COPY OF THE CHARITY CARE/DISCOUNT PAYMENT POLICY IS MADE AVAILABLE TO THE PUBLIC UPON REQUEST. LLUBMC WILL RESPOND TO SUCH REQUESTS IN A TIMELY MANNER.
PART VI, LINE 4:LOMA LINDA UNIVERSITY HEALTH'S PRIMARY SERVICE AREA CAN BE DEFINED, BROADLY, AS CALIFORNIA'S SAN BERNARDINO, RIVERSIDE, AND ONTARIO METROPOLITAN AREAS. SAN BERNARDINO AND RIVERSIDE COUNTIES MAKE UP THE GEOGRAPHIC AREA HISTORICALLY NAMED "THE INLAND EMPIRE" DUE TO THE REGION'S RICH DIVERSITY OF NATIVE PEOPLES AND AGRICULTURAL HISTORY. THE REGION TOTALS 27,000 SQUARE MILES AND IS SITUATED APPROXIMATELY 60 MILES EAST FROM THE LOS ANGELES METROPOLITAN AREA AND THE PACIFIC OCEAN, THE INLAND EMPIRE IS HOME TO A QUICKLY GROWING POPULATION OVER 4.7 MILLION PEOPLE. THE TWO COUNTIES ARE HOME TO SOME OF THE MOST DIVERSE PEOPLE IN CALIFORNIA, WITH LATINOS REPRESENTING THE MAJORITY OF THE POPULATION. SAN BERNARDINO AND RIVERSIDE COUNTY HEALTH RANKINGS PUBLISHED ONLINE AT COUNTYHEALTHRANKINGS.ORG; THE RANKINGS HELP COUNTIES UNDERSTAND WHAT INFLUENCES THE HEALTH OF RESIDENTS AND AVERAGE LIFESPANS BY GEOGRAPHIC REGION. THE RANKINGS ARE UNIQUE IN THEIR ABILITY TO MEASURE THE CURRENT OVERALL HEALTH OF NEARLY EVERY COUNTY IN ALL 50 STATES. THEY ALSO LOOK AT A VARIETY OF MEASURES THAT AFFECT THE FUTURE HEALTH OF COMMUNITIES, SUCH AS HIGH SCHOOL GRADUATION RATES, ACCESS TO HEALTHY FOODS, RATES OF SMOKING, OBESITY AND TEEN BIRTHS. LLUH'S GOAL IS TO BRING PEOPLE TOGETHER TO LOOK AT THE MANY FACTORS THAT INFLUENCE HEALTH AND OPPORTUNITIES TO REDUCE HEALTH GAPS. FOR PROGRAMS AND INTERVENTIONS TO HAVE A LASTING IMPACT, THEY MUST FOCUS ON STRATEGIES THAT IMPROVE HEALTH FROM A POPULATION STANDPOINT. FOR LLUH, WE ARE STRATEGICALLY POSITIONED IN TWO COUNTIES THAT TOGETHER, FACE SIGNIFICANT ECONOMIC CHALLENGES. SAN BERNARDINO RANKS 40TH OUT OF 58 COUNTIES IN CALIFORNIA IN TERMS OF HEALTH FACTORS WHILE RIVERSIDE RANKS 27TH. DESPITE THE CHALLENGE, LLUH BELIEVES THAT OUR COMMUNITY IS RESILIENT AND WITH OUR COMMUNITY PARTNERS, WE ARE ADDRESSING POVERTY THROUGH WORKFORCE DEVELOPMENT, ADVANCING HEALTH EQUITY, INCREASING ACCESS TO HEALTH & WELLNESS, AND MATERNAL AND CHILD HEALTH INITIATIVES. THE PANDEMIC ALSO GREATLY IMPACTED THOSE LIVING IN THE REGION, WITH SOME OF THE BIGGEST CHALLENGES BEING FOOD INSECURITY, UNEMPLOYMENT, HOUSING BURDEN, AND SOCIAL ISOLATION. AS A RESULT OF THE PANDEMIC, THE NUMBER OF FOOD INSECURE HOUSEHOLDS HAS RISEN CONSIDERABLY, WITH LOCAL FOOD BANKS MORE THAN DOUBLING THE AMOUNT OF THEIR FOOD DISTRIBUTIONS. THE MOST GREATLY IMPACTED BY THE LACK OF ACCESS TO FOOD HAS BEEN MINORITY POPULATIONS AND FAMILIES WITH CHILDREN. THE HOUSING CRISIS HAS BECOME ANOTHER PREVALENT ISSUE AS MEDIAN HOME PRICES AND RENTAL PRICES CONTINUE TO CHALLENGE OUR REGION. UNPACED INCOME, COMBINED WITH AN ALREADY EXPENSIVE HOUSING MARKET THAT HAS RENT PRICES RISING AT A FASTER RATE THAN OTHER SOUTHERN CALIFORNIA COUNTIES, HAS INCREASED THE HOUSING BURDEN ON MANY HOUSEHOLDS IN THE REGION. IN 2022, LLUH HOSPITALS TREATED 56,710 PEOPLE IN OUR HOSPITALS, WITH NEARLY 2 MILLION PEOPLE IN THE OUTPATIENT SYSTEM WITH 164,006 OF THOSE OUTPATIENT VISITS TO OUR EMERGENCY DEPARTMENTS AS A LEVEL-1 TRAUMA CENTER.
PART VI, LINE 5:LLUH HAS A CENTRALIZED COMMUNITY BENEFIT MODEL MANAGED BY AN INSTITUTE DEVOTED TO PROMOTING COMMUNITY HEALTH WITH PUBLIC HEALTH EXPERTISE: LLUH HAS A UNIQUE, BEST-PRACTICE MODEL IN THE IMPLEMENTATION OF COMMUNITY BENEFIT IN ORDER TO ACHIEVE COLLECTIVE IMPACT WITH THEIR INVESTMENT AND PROGRAM STRATEGY: SINCE 2006, ALL LICENSED HOSPITALS WITHIN THE LLUH SYSTEM HAVE CENTRALIZED THEIR COMMUNITY BENEFIT INVESTMENTS THROUGH THE INSTITUTE FOR COMMUNITY PARTNERSHIPS TO MORE STRATEGICALLY ALIGN AND IMPLEMENT COMMUNITY HEALTH INVESTMENTS AND SINCE THE BEGINNING, LLUH HAS REPORTED PROGRAMMATICALLY AT THE HEALTH SYSTEM LEVEL TO MAXIMIZE OUTCOMES. THE COMMUNITY BENEFIT NUMBERS ARE REPORTED FINANCIALLY AND INDEPENDENTLY ON EACH LICENSED HOSPITAL'S 990 SCHEDULE H BASED ON THEIR INDIVIDUAL HOSPITAL FINANCIALS WITH ATTENTIVE MANAGEMENT TO BOTH THE COLLECTIVE AND INDIVIDUAL PROGRAMS, ACTIVITIES, AND OUTCOMES REPORTED IN THE ANNUAL SYSTEM COMMUNITY BENEFIT REPORT, IN COMPLIANCE WITH THE ACA (2010) AND CALIFORNIA'S AB 204 (2019). THE CENTRALIZED MODEL ALLOWS THE HOSPITALS TO ACCOMPLISH MORE IMPACT IN THE COMMUNITY FROM THE COMMUNITY HEALTH IMPLEMENTATION STRATEGY (CHIS) AND IN MORE EFFECTIVELY WORKING WITH PARTNER ORGANIZATIONS WITH SIMILAR GOALS. THE INSTITUTE FOR COMMUNITY PARTNERSHIPS IS COMMITTED TO SUPPORTING IMPLEMENTATION OF LLUH'S HOSPITAL COMMUNITY BENEFIT INVESTMENTS AND FULFILLMENT OF THE PRIORITY FOCUS AREAS, IN CLOSE COLLABORATION WITH THE COMMUNITY, TO COMMUNITY-BASED RESEARCH, AND TO SERVICE-LEARNING AT LOMA LINDA UNIVERSITY HEALTH (LLUH). THE INSTITUTE PLAYS A CENTRALIZING, COORDINATING, AND IMPLEMENTATION FUNCTION FOR THE FOUR LICENSED HOSPITALS AT LLUH'S COMMUNITY BENEFIT INVESTMENT DOLLARS. OUR INSTITUTE IS COMMITTED TO STRATEGICALLY WORKING WITH OUR COMMUNITY PARTNERS TO BETTER UNDERSTAND AND ADDRESS THE NEEDS OF THE COMMUNITY THROUGH ACTIVITIES SUCH AS RESEARCH, TEACHING, AND SERVICE-BASED LEARNING. COMMUNITY PARTICIPATION IS AT THE CORE OF OUR EFFORTS, WITH STRUCTURED LEARNING OPPORTUNITIES FOR UNDERREPRESENTED MINORITY STUDENTS, TRAINING PROGRAMS FOR COMMUNITY HEALTH WORKERS, AND COMMUNITY RESEARCH PROJECTS. THE INSTITUTE FOR COMMUNITY PARTNERSHIPS: SEEKS TO WORK "WITH" THE COMMUNITY RATHER THAN "IN" THE COMMUNITY; STRIVES TO BETTER UNDERSTAND AND ADDRESS THE NEEDS OF THE COMMUNITY, WHILE RECOGNIZING AND CAPITALIZING ON ITS ASSETS; SEEKS TO INTEGRATE SERVICES FROM RESEARCH TO TEACHING THROUGH COMMUNITY-BASED PARTICIPATION AND SERVICE-BASED LEARNING; PROVIDES A SUPPORTING AND COORDINATING ROLE ACROSS THE VARIOUS SCHOOLS AND THE MEDICAL CENTER. OUR COMMUNITY BENEFIT OBJECTIVES INCLUDE: IMPROVING ACCESS TO HEALTH SERVICES; ENHANCING THE ROLE OF PUBLIC HEALTH IN HEALTH CARE SERVICES; SERVING THOSE WHO LIVE IN POVERTY OR OTHER VULNERABLE POPULATIONS; PROMOTING AND ENHANCING COMMUNITY BUILDING ACTIVITIES; AND COMMITTING TO COMMUNITY HEALTH IMPROVEMENT THROUGHOUT THE ORGANIZATION.
PART VI, LINE 6:EXPLANATION: AFFILIATED HEALTHCARE SYSTEMWE ARE AFFILIATED WITH LOMA LINDA UNIVERSITY HEALTH SYSTEM, WHICH INCLUDES 4 HOSPITALS, A UNIVERSITY, AND A FACULTY MEDICAL GROUP; COLLECTIVELY PLAYING AN ACTIVE ROLE IN PROMOTING THE HEALTH OF OUR COMMUNITIES. A DETAILED COMMUNITY BENEFIT REPORT OF THE HOSPITAL'S ACTIVITIES WILL BE PROVIDED UPON REQUEST.
PART VI, LINE 7, REPORTS FILED WITH STATESCA

Schedule J IRS990ScheduleJ

FieldValueIRS element (for citing)
Travel For CompanionsYes (X)TravelForCompanionsInd
Idemnification Gross Up PmtsYes (X)IdemnificationGrossUpPmtsInd
Housing Allowance Or ResidenceYes (X)HousingAllowanceOrResidenceInd
Written Policy Ref T And E ExpnssYes (1)WrittenPolicyRefTAndEExpnssInd
Substantiation RequiredYes (1)SubstantiationRequiredInd
Compensation CommitteeYes (X)CompensationCommitteeInd
Independent ConsultantYes (X)IndependentConsultantInd
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 Org0CompBsdNetEarnsFlngOrgInd
Comp Bsd Net Earns Rltd OrgsYes (1)CompBsdNetEarnsRltdOrgsInd
Any Non Fixed Payments0AnyNonFixedPaymentsInd
Initial Contract Exception0InitialContractExceptionInd

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (27 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
WRIGHT TREVOR G
CEO$0$931,154$0$130,875$0$186,000$0$51,144$0$117,455$0$1,416,628$0$0
MARTIN ROBERT
TRUSTEE$0$765,000$0$413,752$0$60,080$0$39,600$0$7,200$0$1,285,632$0$0
LALAS ANGELA M
CHIEF FINANCIAL OFFICER$0$823,500$0$96,125$0$162,038$0$48,680$0$100,888$0$1,231,231$0$0
EDWARDS LYNDON C
CEO$0$678,300$0$80,375$0$130,522$0$45,904$0$91,026$0$1,026,127$0$0
HILLIARD ANTHONY
TRUSTEE$0$677,828$0$142,624$0$30,876$0$39,600$0$7,200$0$898,128$0$0
THOMAS TAMARA
EVP LLU SOM$0$621,993$0$0$0$132,902$0$43,404$0$58,944$0$857,243$0$0
HART RICHARD HENRY
PRESIDENT$0$615,138$0$0$0$116,636$0$43,682$0$74,734$0$850,190$0$0
RUCKLE HERBERT
TRUSTEE$0$550,000$0$209,000$0$36,950$0$39,600$0$7,700$0$843,250$0$0
HUBBARD MARK LEE
ASST. CORPORATE SECRETARY$0$552,115$0$53,350$0$117,381$0$43,508$0$68,890$0$835,244$0$0
STAPLES-EVANS HELEN
CNO$0$539,000$0$54,850$0$117,828$0$43,404$0$58,944$0$814,026$0$0
PEVERINI RICARDO L
TRUSTEE$0$495,000$0$250,000$0$0$0$39,600$0$6,200$0$790,800$0$0
SODERBLOOM ALAN
SVP FINANCE$0$471,904$0$50,338$0$71,239$0$41,653$0$72,665$0$707,799$0$0
FIELD EDWARD L
VP/ADMINISTRATOR$0$340,577$0$23,400$0$42,809$0$30,835$0$52,193$0$489,814$0$0
SECOR LUCAS
VP REVENUE CYCLE$0$302,269$0$20,453$0$39,989$0$38,374$0$41,890$0$442,975$0$0
CHAN FRANCIS
TRUSTEE$0$350,000$0$29,300$0$8,500$0$39,600$0$6,200$0$433,600$0$0
MATUS SARA
VP OPERATIONS$0$295,683$0$22,313$0$26,368$0$38,076$0$47,094$0$429,534$0$0
MCKINNEY BARBARA
TRUSTEE$0$340,000$0$20,000$0$9,750$0$36,600$0$6,200$0$412,550$0$0
SIMMONS ELLA
TRUSTEE$0$321,875$0$28,376$0$0$0$36,600$0$6,200$0$393,051$0$0
WILSON APRIL
TRUSTEE$0$234,703$0$18,657$0$14,487$0$32,142$0$3,700$0$303,689$0$0
WEERASINGHEJEEVAKA PRASANNA
EXEC. DIR. ADULT SVCS$105,768$103,730$0$16,500$14,325$10,602$8,973$9,795$11,820$13,790$140,886$154,417$0$0
BRASSFIELDCHRISTINE ELIZABETH
DIRECTOR OF SOCIAL WORK$73,025$77,549$0$12,269$11,533$7,192$16,493$7,207$11,820$13,790$112,871$118,007$0$0
HUGGINS L ORLANDO
ASST. CORPORATE SECRETARY$0$154,105$0$11,183$0$18,166$0$23,016$0$23,640$0$230,110$0$0
HANNAMYRNA LEE
CORPORATE SECRETARY$0$152,037$0$12,240$0$18,376$0$22,834$0$17,304$0$222,791$0$0
CUIZON ELFRIDA
MGR PATIENT CARE$70,277$69,983$5,638$5,118$12,308$15,362$16,556$6,770$8,652$10,094$113,431$107,327$0$0
VELASCO EMILY
CHIEF ADMIN NURSE$75,055$66,437$3,199$5,118$17,934$22,689$7,048$7,062$7,044$7,044$110,280$108,350$0$0
DUARTE-HERRERA PAULITA
MGR PATIENT CARE$77,976$80,796$3,868$5,496$8,600$14,296$13,617$7,660$900$1,050$104,961$109,298$0$0
HENDERSON WHITNEY P
ASST. CORPORATE SECRETARY$0$116,517$0$9,763$0$11,429$0$17,343$0$23,640$0$178,692$0$0

Supplemental Information Detail SupplementalInformationDetail (4 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
PART I, LINE 1ALOMA LINDA UNIVERSITY BEHAVIORAL MEDICINE CENTER (LLUBMC) SENIOR EXECUTIVES ARE EMPLOYED BY LOMA LINDA UNIVERSITY HEALTH(LLUH). LLUH BENEFITS PROVIDE FOR PAYMENT OF THE TRAVEL EXPENSES FOR A SPOUSE TO ACCOMPANY AN EMPLOYEE ON ONE BUSINESS TRIP PER YEAR. IF USED, THE TAXABLE COST OF THIS BENEFITS IS INCLUDED IN THE EMPLOYEE'S W-2. LLUBMC'S SENIOR EXECUTIVES ARE EMPLOYED BY LLUH AND LLUH BENEFITS PROVIDE FOR GROSS-UP PAYMENTS TO APPROXIMATELY COVER THE TAXES ON THE IMPUTED COST OF GROUP-TERM LIFE INSURANCE COVERAGE IN EXCESS OF $50,000. ALL EMPLOYEES RECEIVE THIS BENEFIT. THE TAXABLE COST OF THIS BENEFIT IS INCLUDED IN THE EMPLOYEE'S W-2. LLUH BENEFITS FOR HOUSING ALLOWANCE. IF USED, THE TAXABLE COST OF THIS BENEFIT IS INCLUDED IN THE EMPLOYEE'S W-2.
PART I, LINE 3PLEASE SEE EXPLANATION FOR PART VI, SECTION B, LINE 15 THAT IS LISTED UNDER SCHEDULE O.
PART I, LINE 4BPART I LINE 4B-THE FOLLOWING EMPLOYEES PARTICIPATED IN, AND RECEIVED PAYMENT FROM, A SUPPLEMENTAL NONQUALIFIED RETIREMENT PLAN: SERP FUNDING PAID TO EMPLOYEE IN CASH: - NONE NET FLEX PLAN CREDITS PAID TO EMPLOYEE IN CASH: - EDWARDS, LYNDON C.: 103,185 - FIELD, EDWARD L.: 24,566 - HART, RICHARD HENRY: 96,162 - HUBBARD, MARK LEE: 79,999 - LALAS, ANGELA MANALO: 147,285 - SECOR, LUCUS: 26,576 - MATUS, SARAH: 15,220 - WRIGHT, TREVOR: 166,652 - HADLEY, ROGER: 22,177 - SODERBLOM, ALAN: 56,176 - STAPLE-EVANS, HELEN: 89,810 TAX INDEMNIFICATION AND GROSS-UP PAYMENTS: - EDWARDS, LYNDON C.: 7,790 - FIELD, EDWARD L.: 3,666 - HADLEY, HENRY ROGER: 11,008 - HART, RICHARD HENRY: 4,678 - HUBBARD, MARK LEE: 12,120 - LALAS, ANGELA MANALO: 1,942 - SECOR, LUCAS: 568 - MATUS, SARAH: 448 - WRIGHT, TREVOR: 4,167 - SODERBLOM, ALAN: 2,141 - STAPLES-EVANS, HELEN: 8,099 EMPLOYER CONTRIBUTIONS/PAYMENTS FOR ELECTIVE BENEFITS (INCLUDES VESTED AND FORFEITED BENEFITS FUNDED IN PRIOR YEARS): - NONE TRAVEL FOR COMPANIONS: -LALAS, ANGELA: 311
PART I, LINE 6LLUH HAS AN INCENTIVE PLAN. PAYMENTS FOR INCENTIVE AWARDS ARE TRIGGERED ONLY IF, AMONG OTHER ESTABLISHED CRITERIA, NET INCOME EXCEEDS BUDGET BY AN ESTABLISHED PERCENTAGE.

Schedule L IRS990ScheduleL

Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp

Name Of Interested NameOfInterested

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1REFER TO PART VBusinessNameLine1Txt
FieldValueIRS element (for citing)
Relationship DescriptionFAMILYRelationshipDescriptionTxt
TransactionEMPLOYMENTTransactionDesc
Sharing Of Revenues0SharingOfRevenuesInd

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line Reference990 SCHEDULE L, PART IVFormAndLineReferenceDesc
ExplanationFAMILY RELATIONSHIPS MAY EXIST AMONG OTHER OFFICER'S DIRECTOR'S, OR KEY EMPLOYEES OF OTHER RELATED ORGANIZATIONS. THE NATURE OF THE BUSINESS RELATIONSHIP IS EMPLOYMENT.ExplanationTxt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (13 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
SCHEDULE J, PART IITHIS RETURN IS BEING AMENDED TO CORRECT COMPENSATION DATA REPORTED ON SCHEDULE J, PART II, COLUMNS (B) THROUGH (D) WHERE APPLICABLE. THE ORIGINAL FILING CONTAINED INACCURATE FIGURES DUE TO SOFTWARE ERROR CAUSING AN INCORRECT UPLOAD OF COMPENSATION DATA FOR SPECIFIC INDIVIDUALS. THIS AMENDED RETURN REPLACES THE PRIOR COMPENSATION DATA IN ITS ENTIRETY WITH THE ACCURATE FIGURES.
FORM 990, PART VI, SECTION A, LINE 2FAMILY RELATIONSHIPS MAY EXIST AMONG OTHER OFFICER'S, DIRECTOR'S, OR KEY EMPLOYEES OF OTHER RELATED ORGANZATIONS. THE NATURE OF THE BUSINESS RELATIONSHIP IS EMPLOYMENT.
FORM 990, PART VI, SECTION A, LINE 3DELEGATION IS PER THE BY-LAWS OF THE CORPORATION. DELEGATION IS ADMINISTERED THEREOF.
FORM 990, PART VI, SECTION A, LINE 6THE SOLE CORPORATE MEMBER OF LLUBMC PURSUANT TO SECTION 9310 OF THE CALIFORNIA NONPROFIT RELIGIOUS CORPORATION LAW SHALL BE LLUH, A CALIFORNIA NON-PROFIT RELIGIOUS CORPORATION, ACTING BY AND THROUGH ITS BOARD OF TRUSTEES.
FORM 990, PART VI, SECTION A, LINE 7ALOMA LINDA UNIVERSITY HEALTH (LLUH), AS THE CORPORATE MEMBER, THROUGH ITS BOARD OF TRUSTEES HAS RESERVED POWERS TO APPOINT THE GOVERNING BOARD OF LLUBMC AND TO REMOVE FROM OFFICE ANY TRUSTEE OF THE GOVERNING BOARD OF LLUBMC WITH OR WITHOUT CAUSE.
FORM 990, PART VI, SECTION A, LINE 7BTHE POWERS RESERVED BY LLUH AS MEMBER, WHICH MAY ONLY BE EXERCISED BY THE LLUH BOARD UPON THE AFFIRMATIVE VOTE OF TWO-THIRDS OF THE TRUSTEES PRESENT AND VOTING AT ANY REGULAR OR SPECIAL MEETING OF THE BOARD AT WHICH A QUORUM IS PRESENT ARE TO: 1. APPROVE OR RATIFY ALL CHANGES TO THE ARTICLES OF INCORPORATION OF BYLAWS OF LLUBMC, AS THE MEMBER. 2. APPOINT THE GOVERNING BOARD OF LLUBMC AS THE MEMBER. 3. APPROVE ANY SIGNIFICANT CHANGE IN THE CORPORATE PURPOSES OF LLUBMC. THE POWERS RESERVED BY LLUH AS MEMBER, WHICH SHALL ONLY BE EXERCISED BY THE LLUH BOARD UPON A MAJORITY VOTE OF LLUH'S TRUSTEES PRESENT AND VOTING AT A REGULAR OR SPECIAL MEETING WHENEVER A QUORUM IS PRESENT, ARE TO: 1. REMOVE FROM OFFICE ANY TRUSTEE OF THE GOVERNING BOARD OF LLUBMC WITH OR WITHOUT CAUSE. 2. REVIEW AND CONSULT WITH THE GOVERNING BOARD OF LLUBMC REGARDING THE APPOINTMENT OF THE PRESIDENT/CHIEF EXECUTIVE OFFICER OF THIS ENTITY. HOWEVER, THE SELECTION, APPOINTMENT AND REMOVAL OF SUCH PRESIDENT/CHIEF EXECUTIVE OFFICER IS THE LEGAL RESPONSIBILITY OF THE GOVERNING BOARD OF LLUBMC. 3. APPROVE ANY MERGER, CONSOLIDATION, DISSOLUTION, SALE OR TRANSFER OF MORE THAN TEN MILLION DOLLARS OF THE ASSETS OF LLUBMC. 4. REQUIRE LLUBMC TO HAVE A POLICY FOR BORROWING FUNDS THAT IS CONGRUENT WITH THE LLUH BOARD-APPROVED POLICY ON BORROWING. 5. APPROVE ALL BORROWING OF FIVE MILLION DOLLARS OR MORE BY LLUBMC OR ITS SUBSIDIARIES (SEE BOARD-APPROVED POLICY FOR BORROWING OF FUNDS). 6. APPROVE ANY EXCEPTIONS TO THE POLICY FOR THE BORROWING OF FUNDS BY LLUBMC. 7. APPROVE THE STRATEGIC PLAN OF LLUBMC. 8. APPROVE MAJOR CONSTRUCTION PROJECTS OF LLUBMC. 9. APPROVE INSTITUTES; APPROVE CORPORATIONS SUBSIDIARY TO LLUBMC. 10. ACCEPT THE ANNUAL AUDITED FINANCIAL STATEMENTS OF LLUBMC. 11. APPROVE THE ANNUAL OPERATING AND CAPITAL BUDGETS OF LLUBMC. 12. APPROVE LLUBMC CONTRACTING GUIDELINES. 13. APPROVE RECOMMENDATIONS FROM LLUBMC AND ITS SUBSIDIARIES FOR BUSINESS DEVELOPMENT PLANS AND ACTIVITIES. 14. REQUIRE LLUBMC TO HAVE A COMPLIANCE PROGRAM. IF LLUH DOES NOT GIVE APPROVAL OR RATIFICATION OF AN ITEM NOTED ABOVE, THEN THE ITEM WILL BE RETURNED TO THE GOVERNING BOARD OF LLUBMC FOR RECONSIDERATION BEFORE RESUBMISSION. NOTHING IN THE ORGANIZATION'S BYLAWS IS INTENDED, NOR SHALL BE CONSTRUED, TO DIMINISH THE AUTHORITY OF THE GOVERNING BOARD AND OFFICERS OF LLUBMC OVER ITS OWN STRATEGIC, OPERATIONAL AND MANAGEMENT ISSUES AS REQUIRED BY CALIFORNIA LAW, ACCREDITING BODIES, AND/OR FINANCING DOCUMENTS.
FORM 990, PART VI, SECTION B, LINE 11BTHIS 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 15LLUH, LLUBMC'S PARENT ORGANIZATION, EMPLOYS AN INDEPENDENT OUTSIDE CONSULTING FIRM TO BENCHMARK COMPENSATION FOR LLUH EMPLOYEES. LLUBMC'S CEO AND CFO ARE EMPLOYED BY LLUH. THE LLUH EXECUTIVE COMPENSATION COMMITTEE USES THE RESULTS OF THE INDEPENDENT SURVEY TO ESTABLISH PAY SCALES FOR THE NEXT FISCAL YEAR. THE EXECUTIVE COMPENSATION COMMITTEE SETS THE TOTAL COMPENSATION BELOW THE INDUSTRY MEAN AND MEDIAN AMOUNTS PROVIDED IN THE SURVEY. THE EXECUTIVE COMPENSATION COMMITTEE IS COMPOSED OF TRUSTEES APPOINTED BY THE LLUH BOARD WHO ARE INDEPENDENT OF LLUH'S MANAGEMENT. THE EXECUTIVE COMPENSATION COMMITTEE IS APPOINTED BY THE LLUH BOARD OF TRUSTEES TO HAVE DIRECT RESPONSIBILITY FOR ESTABLISHING COMPENSATION, POLICIES, AND BENEFITS FOR THE SENIOR EXECUTIVES OF LLUH. THE COMMITTEE'S PROCESS INCLUDES CONTEMPORANEOUS SUBSTANTIATION OF DELIBERATIONS AND DECISIONS. FOR KEY EMPLOYEES OTHER THAN THE OFFICERS AS WELL AS EMPLOYEES IN LEADERSHIP POSITIONS, LLUBMC MANAGEMENT, THROUGH THE HUMAN RESOURCE DEPARTMENT, OBTAINS THE SERVICES OF AN INDEPENDENT CONSULTING FIRM TO CONDUCT NATIONWIDE COMPENSATION SURVEYS. MANAGEMENT USES THE COMPARABLE BENCHMARKS IN THE SURVEY RESULTS TO ESTABLISH OR REVIEW PAY SCALES FOR THE POSITION. THIS SURVEY, CONDUCTED BY THE INDEPENDENT CONSULTING FIRM, IS PERFORMED FOR THE ORGANIZATION EVERY TWO YEARS. INTERNALLY, THE HUMAN RESOURCE DEPARTMENT CONDUCTS ANNUAL SURVEYS USING AT LEAST THREE SURVEY RESULTS FROM INDEPENDENT FIRMS TO ESTABLISH OR REVIEW THE REASONABLENESS OF COMPENSATION AMOUNTS. THE PROCESS WAS LAST UNDERTAKEN IN DECEMBER OF 2023 FOR THE OFFICERS OF LOMA LINDA UNIVERSITY BEHAVIORIAL MEDICINE CENTER, INC.
FORM 990, PART VI, SECTION C, LINE 19LLUBMC 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. LLUBMC 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 VIII, PART IX & PART XEFFECTIVE AUGUST 2023, THE TRANSFER OF THE FACILITIES HOSPITAL LICENSE TO LOMA LINDA UNIVERSITY MEDICAL CENTER, AN AFFILIATED HOSPITAL, WAS APPROVED BY THE CALIFORNIA DEPARTMENT OF PUBLIC HEALTH. SUBSEQUENT TO THE LICENSE TRANSFER, THE OPERATIONS & ASSETS AND LIABILITIES WERE ALSO TRANSFERRED TO THE NEW REPORTING ENTITY, LOMA LINDA UNIVERSITY MEDICAL CENTER. WE ANTICIPATE THE WINDING DOWN OF THE COMPANY'S REMAINING ACTIVITIES DURING FISCAL YEAR 2025/26 UPON COLLECTION OF OUTSTANDING ACCOUNTS RECEIVABLE BILLED PRIOR TO THE LICENSE TRANSFER. HENCEFORTH, THE REPORTED NUMBERS ON THIS YEAR'S 990 ARE REFLECTIVE OF THIS CHANGE.
FORM 990, PART XI, LINE 9:TRANSFER FROM AFFILIATE 41,645,463. CHANGE IN RESTRICTED CONTRIBUTION 21,657. TRANSFER BETWEEN FUNDS -1,459,669.
FORM 990, PART XII, LINE 2CNO CHANGE FROM PRIOR YEAR.

Schedule R IRS990ScheduleR

Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (15 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdEINEINPrimary ActivitiesPrimaryActivitiesTxtLegal Domicile StateLegalDomicileStateCdExempt Code SectionExemptCodeSectionTxtPublic Charity StatusPublicCharityStatusTxtDirect Controlling NADirectControllingNACdControlled OrganizationControlledOrganizationIndBusiness Name Line1DirectControllingEntityName/BusinessNameLine1Txt
GENERAL CONFERENCE OF SEVENTH-DAY ADVENTISTS
12501 OLD COLUMBIA PIKESILVER SPRINGSMD20904520643036CHURCHMD501(C)(3)1N/A0
LLUH PROFESSIONALGENERAL LIABILITY TRUST
RISK MANAGEMENT 101 E REDLANDS BLVDSAN BERNARDINOCA92408366821892INSURANCEIL501(C)(3)12A0LOMA LINDA UNIVERSITY HEALTH
LOMA LINDA FACULTY MEDICAL GROUP
11175 CAMPUS STREET 11120LOMA LINDACA92350330672915PHYSICIAN PRACTICE GROUPCA501(C)(3)30LOMA LINDA UNIVERSITY HEALTH
LOMA LINDA INLAND EMPIRE CONSORTIUM FOR HEALTHCARE EDUCATION
PO BOX 926LOMA LINDACA92504461612773GRADUATE MEDICAL EDUCATIONCA501(C)(3)100LOMA LINDA UNIVERSITY HEALTH
LOMA LINDA MERCANTILE
PO BOX 2000LOMA LINDACA92354953858272PURCHASING COMPANYCA501(C)(3)10LOMA LINDA UNIVERSITY HEALTH
LOMA LINDA UNIVERSITY
11145 ANDERSON STREETLOMA LINDACA92350951816009UNIVERSITYCA501(C)(3)20LOMA LINDA UNIVERSITY HEALTH
LOMA LINDA UNIVERSITY CHILDREN HOSPITAL FOUNDATION
PO BOX 2000LOMA LINDACA92354330565591FOUNDATIONCA501(C)(3)12C0LOMA LINDA UNIVERSITY MEDICAL CENTER
LOMA LINDA UNIVERSITY CHILDREN'S HOSPITAL
11234 ANDERSON STLOMA LINDACA92354463214504HOSPITALCA501(C)(3)30LOMA LINDA UNIVERSITY HEALTH
LOMA LINDA UNIVERSITY HEALTH
11175 CAMPUS STLOMA LINDACA92354953804495PARENT COMPANYCA501(C)(3)10GEN'L CONFERENCE OF SEVENTH-DAY ADVENTISTS
LOMA LINDA UNIVERSITY HEALTH CARE
11175 CAMPUS STREETLOMA LINDACA92354330364239HEALTHCARE MANAGEMENT SERVICE ORGANIZATIONSCA501(C)(3)12C0LOMA LINDA UNIVERSITY HEALTH
LOMA LINDA UNIVERSITY MEDICAL CENTER
PO BOX 2000 FINANCELOMA LINDACA92354953522679HOSPITALCA501(C)(3)30LOMA LINDA UNIVERSITY HEALTH
LOMA LINDA UNIVERSITY MEDICAL CENTER-MURRIETA
28062 BAXTER ROADMURRIETACA92653371705906HOSPITALCA501(C)(3)30LOMA LINDA UNIVERSITY HEALTH
LOMA LINDA UNIVERSITY SHARED SERVICES
11175 CAMPUS STLOMA LINDACA92354810661056SERVICE ORGANIZATIONCA501(C)(3)10LOMA LINDA UNIVERSITY HEALTH
LOMA LINDA UNIVERSITY UNEMPLOYMENT COMPENSATION AND WORKERS' COMPENSATION S
BANK OF AMERICAATTNENGRACIA M RODRIPROVIDENCERI029019972953458265INSURANCECA501(C)(3)12A0LOMA LINDA UNIVERSITY HEALTH
UNIVERSITY INSURANCE COMPANY OF VERMONT
40 MAIN STREET STE 500BURLINGTONVT05402030311174INSURANCE UNDERWRITINGVT501(C)(3)10LOMA LINDA UNIVERSITY HEALTH
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 Org0LoansOrGuaranteesToOtherOrgInd
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 Org0RentalOfFcltsFromOthOrgInd
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 Org0ReimbursementPaidByOtherOrgInd
Transfer To Other Org0TransferToOtherOrgInd
Transfer From Other OrgYes (1)TransferFromOtherOrgInd

Transactions Related Org TransactionsRelatedOrgGrp (8 entries)

Transaction TypeTransactionTypeTxtInvolvedInvolvedAmtMethod Of Amount DeterminationMethodOfAmountDeterminationTxt
LOMA LINDA UNIVERSITY HEALTH CARE
M$54,728
FACULTY PHYSICIANS & SURGEONS
J$66,294
LOMA LINDA UNIVERSITY HEALTH
M$93,945
LOMA LINDA UNIVERSITY SHARED SERVICES
M$667,302
LOMA LINDA MERCANTILE
P$750,000
LOMA LINDA UNIVERSITY MEDICAL CENTER
B$2,077,478
LOMA LINDA UNIVERSITY MEDICAL CENTER
R$40,185,794FMV
LOMA LINDA UNIVERSITY MEDICAL CENTER
C$42,263,272

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