LOMA LINDA UNIVERSITY: Form 990, tax year 2010
View the entire original 990 at ProPublica ↗
- Organization
- LOMA LINDA UNIVERSITY (EIN 95-1816009)
- Tax period
- 2010-07-01 to 2011-06-30
- Filed
- 2012-05-15
- IRS object ID
- 201211369349305696
- Schema version
- 2010v3.4
- 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
- Form 990
- Schedule A
- Schedule B
- Schedule D
- Schedule E
- Schedule F
- Schedule I
- Schedule J
- Schedule K
- Schedule L
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2012-05-15T16:52:12-05:00 | Timestamp |
| Tax Period End Date | 2011-06-30 | TaxPeriodEndDate |
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2010-07-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 951816009 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LOMA LINDA UNIVERSITY | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | LOMA | NameControl |
| Phone | 9095584515 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 11145 ANDERSON STREET NO 205 | AddressLine1 |
| City | LOMA LINDA | City |
| State | CA | State |
| ZIP Code | 92350 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | RODNEY NEAL | Name |
| Title | SVP FOR FINANCIAL ADMIN | Title |
| Phone | 9095584543 | Phone |
| Date Signed | 2012-05-15 | DateSigned |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2010 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | RODNEY NEAL | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 11145 ANDERSON ST | AddressLine1 |
| City | LOMA LINDA | City |
| State | CA | State |
| ZIP Code | 92350 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 1732121064 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Group Exemption Number | 1071 | GroupExemptionNumber |
| Organization501c3 | X | Organization501c3 |
| Web Site | HTTP://WWW.LLU.EDU/ | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1910 | YearFormation |
| State Legal Domicile | CA | StateLegalDomicile |
| Activity Or Mission Description | EDUCATING ETHICAL AND PROFICIENT CHRISTIAN HEALTH PROFESSIONALS AND SCHOLARS THROUGH INSTRUCTION, EXAMPLE, AND THE PURSUIT OF TRUTH; EXPANDING KNOWLEDGE THROUGH RESEARCH IN THE BIOLOGICAL, BEHAVIORAL, PHYSICAL, AND ENVIRONMENTAL SCIENCES AND APPLYING THIS KNOWLEDGE TO HEALTH AND DISEASE; PROVIDING COMPREHENSIVE, COMPETENT, AND COMPASSIONATE HEALTH CARE FOR THE WHOLE PERSON THROUGH FACULTY, STUDENTS, AND ALUMNI. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 20 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 19 | NbrIndependentVotingMembers |
| Total Nbr Employees | 3365 | TotalNbrEmployees |
| Total Nbr Volunteers | 0 | TotalNbrVolunteers |
| Total Gross UBI | 663534 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | -45718 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 64858673 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 71504563 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 119353696 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 152871454 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 8928194 | InvestmentIncomePriorYear |
| Investment Income Current Year | 23420267 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 82388829 | OtherRevenuePriorYear |
| Other Revenue Current Year | 30796904 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 275529392 | TotalRevenuePriorYear |
| Total Revenue Current Year | 278593188 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 6687771 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 7090759 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 147983408 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 144194840 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 175789 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 1058965 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 133066333 | OtherExpensePriorYear |
| Other Expenses Current Year | 107871076 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 287913301 | TotalExpensesPriorYear |
| Total Expenses Current Year | 259156675 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | -12383909 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 19436513 | RevenuesLessExpensesCY |
| Total Assets BOY | 880725151 | TotalAssetsBOY |
| Total Assets EOY | 984534862 | TotalAssetsEOY |
| Total Liabilities BOY | 411018845 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 474427782 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 469706306 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 510107080 | NetAssetsOrFundBalancesEOY |
| Info In Schedule O Part III | X | InfoInScheduleOPartIII |
| Mission Description | LOMA LINDA UNIVERSITY, A SEVENTH-DAY ADVENTIST CHRISTIAN HEALTH SCIENCES INSTITUTION, SEEKS TO FURTHER THE HEALING AND TEACHING MINISTRY OF JESUS CHRIST "TO MAKE MAN WHOLE" BY:EDUCATING ETHICAL AND PROFICIENT CHRISTIAN HEALTH PROFESSIONALS AND SCHOLARS THROUGH INSTRUCTION, EXAMPLE, AND THE PURSUIT OF TRUTH;EXPANDING KNOWLEDGE THROUGH RESEARCH IN THE BIOLOGICAL, BEHAVIORAL, PHYSICAL, AND ENVIRONMENTAL SCIENCES AND APPLYING THIS KNOWLEDGE TO HEALTH AND DISEASE;PROVIDING COMPREHENSIVE, COMPETENT, AND COMPASSIONATE HEALTH CARE FOR THE WHOLE PERSON THROUGH FACULTY, STUDENTS, AND ALUMNI. | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 59163479 | Expense |
| Grants | 2977246 | Grants |
| Revenue | 23973433 | Revenue |
| Description | LOMA LINDA UNIVERSITY SCHOOL OF MEDICINE OPENED IN 1909. IT HAS BEEN ACCREDITED SINCE THE 1920'S AND IS A MEMBER OF THE AMERICAN ASSOCIATION OF MEDICAL SCHOOLS. THE SCHOOL TRAINS SKILLED MEDICAL PROFESSIONALS WITH A COMMITMENT TO CHRISTIAN SERVICE AND MORE THAN 750 OF THE 10,000 GRADUATES HAVE SPENT A YEAR OR MORE IN OVERSEAS MISSION SERVICE. MOST MEDICAL STUDENTS PARTICIPATE IN PROGRAMS THAT DELIVER MEDICAL CARE TO LOWER INCOME PEOPLE WHO HAVE LITTLE ACCESS TO BASIC MEDICAL CARE. ONE QUARTER OF THE PHYSICIANS IN CALIFORNIA'S "INLAND EMPIRE" ARE GRADUATES OF THE SCHOOL OF MEDICINE. DURING THE YEAR THE SCHOOL AWARDED THE FOLLOWING DEGREES: MD 163, PHD 11, MS 4. | Description |
Activity2 Activity2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 52592762 | Expense |
| Grants | 209742 | Grants |
| Revenue | 49562655 | Revenue |
| Description | THE SCHOOL OF DENTISTRY TRAINS STUDENTS IN THE DENTAL SCIENCES TO SERVE IN VARIOUS SETTINGS THROUGHOUT THE WORLD. DURING THE YEAR 187 STUDENTS RECEIVED DEGREES IN DENTISTRY, DENTAL HYGIENE AND THE INTERNATIONAL DENTIST PROGRAM AND EIGHT POST GRADUATE PROGRAMS. MORE THAN 4,700 PEOPLE RECEIVED TREATMENT THROUGH THE SERVICE LEARNING INTERNATIONAL PROGRAM FROM MORE THAN 80 STUDENTS. THERE WERE MORE THAN 132,918 PATIENT VISITS IN VARIOUS CLINICS WHERE STUDENTS HONE THEIR CLINICAL SKILLS AND PREPARE FOR BOARD EXAMINATIONS. STUDENTS ALSO VOLUNTEER FOR SERVICE IN MOBILE CLINICS, HEALTH FAIRS, AND COMMUNITY CLINICS. DENTAL FACULTY ARE ACTIVE IN ADVANCING KNOWLEDGE THROUGH INTERNATIONAL LECTURES AND IN SUPERVISING STUDENTS IN THE SERVICE LEARNING INTERNATIONAL PROGRAM. | Description |
Activity3 Activity3
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 17721585 | Expense |
| Grants | 549294 | Grants |
| Revenue | 17222354 | Revenue |
| Description | SCHOOL OF ALLIED HEALTH PROFESSIONS PREPARES GRADUATES TO BE EMPLOYEES OF CHOICE FOR PREMIER ORGANIZATIONS AROUND THE WORLD BY PROVIDING THEM WITH PRACTICAL LEARNING EXPERIENCES THROUGH PARTNERSHIPS WITH THOSE OPEN TO SHARING OUR VISION. SINCE 1966 THE SCHOOL HAS BEEN TRAINING HIGHLY SKILLED AND DEDICATED HEALTH CARE PROFESSIONALS IN MANY FIELDS. WHATEVER THEIR SPECIALTY, GRADUATES ENJOY JOB SECURITY, GOOD PAYING WAGES, AND THE PLEASURES OF A PERSONALLY REWARDING CAREER. THE SCHOOL OFFERS OVER FIFTY SPECIALIZED HEALTH CARE DEGREE OPTIONS IN THE FIELDS OF CARDIOPULMONARY SCIENCES, CLINICAL LABORATORY SCIENCE, COMMUNICATION SCIENCES AND DISORDERS, HEALTH INFORMATION MANAGEMENT, NUTRITION AND DIETETIC SCIENCES, OCCUPATIONAL THERAPY SCIENCES, PHYSICAL THERAPY SCIENCES, PHYSICIAN ASSISTANT SCIENCES, AND RADIATION SCIENCES TECHNOLOGY. DURING THE YEAR THE SCHOOL AWARDED THE FOLLOWING DEGREES: CERT/POST SECOND-42, ASSOCIATE-68, BACCALAUREATE-75, MASTER-126, DOCTORAL-85. | Description |
Activity Other ActivityOther (7 entries)
| ExpenseExpense | GrantsGrants | RevenueRevenue | DescriptionDescription |
|---|---|---|---|
| 3913411 | 474967 | 9386844 | SCHOOL OF NURSING, ESTABLISHED IN 1905, WAS THE FIRST SCHOOL OF LOMA LINDA UNIVERSITY. THE SCHOOL NOW BOASTS APPROXIMATELY 5,000 ALUMNI. CURRENTLY IT HAS 435 UNDERGRADUATE AND 138 GRADUATE STUDENTS. THERE ARE 20 STUDENTS IN THE OFF-CAMPUS AFRICA PROGRAM. THE SCHOOL OFFERS STUDENTS AN ASSOCIATE OF SCIENCE DEGREE, BACHELOR OF SCIENCE DEGREE, OR A MASTERS DEGREE, AND IS ACCREDITED BY THE COMMISSION OF COLLEGIATE NURSING EDUCATION. IN THE LAST FEW YEARS THE SCHOOL HAS HAD MASTER'S PROGRAMS IN THAILAND AND SOUTH AFRICA THAT WERE DESIGNED TO HELP TRAIN AND EDUCATE FOREIGN INSTRUCTORS THAT WOULD BE ABLE TO GO AND DEVELOP MASTER'S PROGRAMS IN THEIR OWN COUNTRIES. ALSO, THE SCHOOL HELPED A COLLEGE STAY ACCREDITED IN JAPAN BY ASSOCIATING WITH IT AND SENDING TEACHERS TO HELP IN THEIR PROGRAM. LOCALLY IN THE SAN BERNARDINO, CALIFORNIA AREA THE SCHOOL HELPS BY ACCEPTING STUDENTS INTO A SPECIAL PROGRAM TO GIVE THEM AN OPPORTUNITY TO BECOME NURSES. THE SCHOOL ALSO SENDS INSTRUCTORS TO A HEALTH CLINIC SEVERAL DAYS A WEEK TO WORK FOR THEM AND HELP THE DISADVANTAGED. THE SCHOOL HELPED WITH FOREIGN GRANTS TO STUDENTS IN THE FOREIGN MASTERS PROGRAMS BY WAIVING TUITION AND FEES THAT TOTALED APPROXIMATELY $400,000. |
| 8876225 | 176814 | 8890674 | SCHOOL OF PHARMACY |
| 8667932 | 671484 | 7231265 | SCHOOL OF SCIENCE & TECHNOLOGY |
| 12358707 | 189867 | 10705197 | SCHOOL OF PUBLIC HEALTH |
| 285901 | 3799 | GRADUATE SCHOOL | |
| 2429408 | 32984 | 2583910 | SCHOOL OF RELIGION |
| 30465875 | 1808361 | 23311323 | OTHER EDUCATION DIVISION ENTITIES |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Other Program Service Exp | 66997459 | TotalOfOtherProgramServiceExp |
| Total Of Other Program Service Grnt | 3354477 | TotalOfOtherProgramServiceGrnt |
| Total Of Other Program Service Rev | 62113012 | TotalOfOtherProgramServiceRev |
| Total Program Service Expense | 196475285 | TotalProgramServiceExpense |
| Described In501 C3 | 1 | DescribedIn501C3 |
| Schedule B Required | 1 | ScheduleBRequired |
| Political Activities | 0 | PoliticalActivities |
| Lobbying Activities | 0 | LobbyingActivities |
| Subject To Proxy Tax | 0 | SubjectToProxyTax |
| Donor Advised Funds | 1 | DonorAdvisedFunds |
| Conservation Easements | 0 | ConservationEasements |
| Collections Of Art | 0 | CollectionsOfArt |
| Credit Counseling | 0 | CreditCounseling |
| Term Or Permanent Endowments | 1 | TermOrPermanentEndowments |
| Report Land Bldg Equip | 1 | ReportLandBldgEquip |
| Report Invest Oth Securities | 1 | ReportInvestOthSecurities |
| Report Prog Rel Invest | 0 | ReportProgRelInvest |
| Report Other Assets | 1 | ReportOtherAssets |
| Report Other Liabilities | 1 | ReportOtherLiabilities |
| Report Fin48 Footnote | 1 | ReportFin48Footnote |
| Independent Audit Financial Stmt | 1 | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | 0 | ConsolidatedAuditFinancialStmt |
| School | 1 | School |
| Foreign Office | 1 | ForeignOffice |
| Foreign Activities | 1 | ForeignActivities |
| More Than5000 K To Organizations | 0 | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividuals |
| Professional Fundraising | 0 | ProfessionalFundraising |
| Fundraising Activities | 0 | FundraisingActivities |
| Gaming | 0 | Gaming |
| Hospital | 0 | Hospital |
| Grants To Organizations | 0 | GrantsToOrganizations |
| Grants To Individuals | 1 | GrantsToIndividuals |
| Schedule J Required | 1 | ScheduleJRequired |
| Tax Exempt Bonds | 1 | TaxExemptBonds |
| Invest Tax Exempt Bonds | 0 | InvestTaxExemptBonds |
| Escrow Account | 0 | EscrowAccount |
| On Behalf Of Issuer | 0 | OnBehalfOfIssuer |
| Excess Benefit Transaction | 0 | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | 0 | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | 0 | LoanToOfficerOrDQP |
| Grant To Related Person | 0 | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | 0 | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | 1 | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | 0 | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | 1 | DeductibleNonCashContributions |
| Deductible Contributions Of Art | 0 | DeductibleContributionsOfArt |
| Terminated | 0 | Terminated |
| Partial Liquidation | 0 | PartialLiquidation |
| Disregarded Entity | 0 | DisregardedEntity |
| Related Entity | 1 | RelatedEntity |
| Related Org Controlled Entity | 0 | RelatedOrgControlledEntity |
| Transaction Related Entity | 0 | TransactionRelatedEntity |
| Transfers To Exempt Non Chrtbl Org | 0 | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | 0 | ActivitiesConductedPartnership |
| Schedule O Required | 1 | ScheduleORequired |
| Number Forms Transmitted With1096 | 680 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | 1 | ComplianceWithBackupWitholding |
| Number Of Employees | 3365 | NumberOfEmployees |
| Employment Tax Returns Filed | 1 | EmploymentTaxReturnsFiled |
| Unrelated Business Income | 1 | UnrelatedBusinessIncome |
| Form990-T Filed | 1 | Form990-TFiled |
| Foreign Financial Account | 0 | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTrans |
| Taxable Party Notification | 0 | TaxablePartyNotification |
| Non Deductible Contributions | 0 | NonDeductibleContributions |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributions |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOf |
| Funds To Pay Premiums | 0 | FundsToPayPremiums |
| Premiums Paid | 0 | PremiumsPaid |
| Excess Business Holdings | 0 | ExcessBusinessHoldings |
| Taxable Distributions | 0 | TaxableDistributions |
| Distribution To Donor | 0 | DistributionToDonor |
| Indoor Tanning Services | 0 | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 20 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 19 | NumberIndependentVotingMembers |
| Family Or Business Relationship | 0 | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | 1 | DelegationOfManagementDuties |
| Changes To Organizing Docs | 0 | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuse |
| Members Or Stockholders | 1 | MembersOrStockholders |
| Election Of Board Members | 1 | ElectionOfBoardMembers |
| Decisions Subject To Approval | 1 | DecisionsSubjectToApproval |
| Minutes Of Governing Body | 1 | MinutesOfGoverningBody |
| Minutes Of Committees | 1 | MinutesOfCommittees |
| Officer Mailing Address | 0 | OfficerMailingAddress |
| Local Chapters | 0 | LocalChapters |
| Form990 Provided To Governing Body | 1 | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | 1 | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | 1 | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | 1 | RegularMonitoringEnforcement |
| Whistleblower Policy | 1 | WhistleblowerPolicy |
| Document Retention Policy | 1 | DocumentRetentionPolicy |
| Compensation Process CEO | 1 | CompensationProcessCEO |
| Compensation Process Other | 1 | CompensationProcessOther |
| Investment In Joint Venture | 0 | InvestmentInJointVenture |
| States Where Copy Of Return Is Filed | CA | StatesWhereCopyOfReturnIsFiled |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RODNEY NEAL | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 9095584515 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 11145 ANDERSON ST | AddressLine1 |
| City | LOMA LINDA | City |
| State | CA | State |
| ZIP Code | 92350 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (57 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | OfficerOfficer | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | Key EmployeeKeyEmployee | Highest Compensated EmployeeHighestCompensatedEmployee | FormerFormer |
|---|---|---|---|---|---|---|---|---|---|
| RICHARD H HART | |||||||||
| VICE CHAIRMAN & PRESIDENT | 25.00 | X | X | 0 | 437391 | 38502 | |||
| LOWELL C COOPER | |||||||||
| CHAIRMAN BOARD OF TRUSTEES | 1.00 | X | 0 | 0 | 0 | ||||
| CAROL ALLEN | |||||||||
| TRUSTEE(THROUGH 04/13/11) | 1.00 | X | 0 | 250 | 0 | ||||
| MATTHEW BEDIAKO | |||||||||
| TRUSTEE(THROUGH 07/01/10) | 1.00 | X | 0 | 0 | 0 | ||||
| ROBERT CARMEN | |||||||||
| TRUSTEE | 1.00 | X | 0 | 500 | 0 | ||||
| RICARDO GRAHAM | |||||||||
| TRUSTEE | 1.00 | X | 0 | 250 | 0 | ||||
| CARI DOMINGUEZ | |||||||||
| TRUSTEE(THROUGH 04/13/11) | 1.00 | X | 0 | 0 | 0 | ||||
| GARLAND DULAN | |||||||||
| TRUSTEE(THROUGH 07/01/10) | 1.00 | X | 0 | 0 | 0 | ||||
| DANIEL JACKSON | |||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||||
| DONALD KING | |||||||||
| TRUSTEE(THROUGH 04/13/11) | 1.00 | X | 0 | 250 | 0 | ||||
| ROBERT LEMON | |||||||||
| TRUSTEE | 1.00 | X | 0 | 250 | 0 | ||||
| CARLTON LOFGREN | |||||||||
| TRUSTEE(THROUGH 04/13/11) | 1.00 | X | 0 | 500 | 0 | ||||
| JAN PAULSEN | |||||||||
| TRUSTEE(THROUGH 07/01/10 | 1.00 | X | 0 | 0 | 0 | ||||
| MONICA REED | |||||||||
| TRUSTEE(THROUGH 04/13/11) | 1.00 | X | 0 | 0 | 0 | ||||
| GORDON RETZER | |||||||||
| TRUSTEE(THROUGH 04/13/11) | 1.00 | X | 0 | 250 | 0 | ||||
| DON SCHNEIDER | |||||||||
| TRUSTEE(THROUGH 07/01/10 | 1.00 | X | 0 | 0 | 0 | ||||
| CLAUDETTE SHEPHARD | |||||||||
| TRUSTEE(THROUGH 04/13/11) | 1.00 | X | 0 | 250 | 0 | ||||
| JUDY STORFJELL | |||||||||
| TRUSTEE | 1.00 | X | 0 | 500 | 0 | ||||
| ERIC TSAO | |||||||||
| TRUSTEE | 1.00 | X | 0 | 500 | 0 | ||||
| PATRICK WONG | |||||||||
| TRUSTEE(THROUGH 04/13/11) | 1.00 | X | 0 | 250 | 0 | ||||
| MARK JOHNSON | |||||||||
| TRUSTEE(08/30/10TO04/13/11) | 1.00 | X | 0 | 250 | 0 | ||||
| GINA BROWN | |||||||||
| TRUSTEE(AS OF 04/13/11) | 1.00 | X | 0 | 0 | 0 | ||||
| SHIRLEY CHANG | |||||||||
| TRUSTEE(AS OF 04/13/11) | 1.00 | X | 0 | 0 | 0 | ||||
| JERE CHRISPENS | |||||||||
| TRUSTEE(AS OF 04/13/11) | 1.00 | X | 0 | 250 | 0 | ||||
| STEVEN FILLER | |||||||||
| TRUSTEE(AS OF 04/13/11) | 1.00 | X | 0 | 0 | 0 | ||||
| CHRISTINE FRIESTAD | |||||||||
| TRUSTEE(AS OF 04/13/11) | 1.00 | X | 0 | 0 | 0 | ||||
| THOMAS LEMON | |||||||||
| TRUSTEE(AS OF 04/13/11) | 1.00 | X | 0 | 0 | 0 | ||||
| MAX TORKELSEN | |||||||||
| TRUSTEE(AS OF 04/13/11) | 1.00 | X | 0 | 0 | 0 | ||||
| DAVE WEIGLEY | |||||||||
| TRUSTEE(AS OF 04/13/11) | 1.00 | X | 0 | 0 | 0 | ||||
| DAVID WILLIAMS | |||||||||
| TRUSTEE(AS OF 04/13/11) | 1.00 | X | 0 | 0 | 0 | ||||
| LISA BEARDSLEY | |||||||||
| TRUSTEE(AS OF 08/30/10) | 1.00 | X | 0 | 250 | 0 | ||||
| GT NG | |||||||||
| TRUSTEE(AS OF 08/30/10) | 1.00 | X | 0 | 0 | 0 | ||||
| TED WILSON | |||||||||
| TRUSTEE(AS OF 08/30/10) | 1.00 | X | 0 | 250 | 0 | ||||
| KEVIN J LANG | |||||||||
| EXEC VP FOR FINANCE, CFO | 8.00 | X | 0 | 668179 | 74347 | ||||
| RONALD L CARTER | |||||||||
| VICE CHANCELLOR ACADEMIC AFFAIRS | 40.00 | X | 0 | 168001 | 24487 | ||||
| DAVID P HARRIS | |||||||||
| VICE CHANCELLOR INFORMATION SYSTEMS | 40.00 | X | 0 | 159043 | 28958 | ||||
| BRIAN S BULL | |||||||||
| CORPORATE SECRETARY | 5.00 | X | 0 | 0 | 0 | ||||
| MYRNA HANNA | |||||||||
| ASSISTANT SECRETARY | 1.00 | X | 0 | 108894 | 20014 | ||||
| HENRY R HADLEY | |||||||||
| LLUAHSC EVP FOR MEDICAL AFFAIRS | 40.00 | X | 0 | 400830 | 67862 | ||||
| RODNEY NEAL | |||||||||
| SR VICE CHANCELLOR FINANCE | 40.00 | X | 50530 | 87135 | 24602 | ||||
| RICKY WILLIAMS | |||||||||
| VP ENROLLMENT MGMT & STUDENE AFFIARS | 40.00 | X | 134990 | 0 | 25222 | ||||
| MELVIN SAUDER | |||||||||
| SR VP DEVELOPMENT & PUBLIC RELA (THROUGH 07/09/10) | 10.00 | X | 0 | 211443 | 1960 | ||||
| MARK HUBBARD | |||||||||
| ASSISTANT SECRETARY | 1.00 | X | 0 | 367810 | 49179 | ||||
| LESLIE POLLARD | |||||||||
| VP COMMUNITY PARTNERSHIPS & D (THROUGH 12/31/2010) | 20.00 | X | 0 | 172986 | 11933 | ||||
| ROBERT FROST | |||||||||
| ASSISTANT SECRETARY | 1.00 | X | 0 | 155437 | 24014 | ||||
| BOYD SANDERS | |||||||||
| ASSISTANT SECRETARY | 1.00 | X | 0 | 116296 | 20638 | ||||
| ANGELA LALAS | |||||||||
| ASSISTANT SECRETARY | 1.00 | X | 0 | 128236 | 21695 | ||||
| DONALD WRIGHT | |||||||||
| ASSISTANT SECRETARY | 1.00 | X | 0 | 76956 | 9716 | ||||
| MARILYN HERRMANN | |||||||||
| DEAN | 40.00 | 159325 | 0 | 27413 | X | ||||
| WALTER HUGHES | |||||||||
| DEAN | 40.00 | 178544 | 0 | 31974 | X | ||||
| CHARLES GOODACRE | |||||||||
| DENTIST/DEAN | 40.00 | 249574 | 0 | 33270 | X | ||||
| ALAN HERFORD | |||||||||
| DENTIST/PROF | 40.00 | 436776 | 0 | 30740 | X | ||||
| DONALD STILSON | |||||||||
| PHYSICIAN/PROF | 40.00 | 507538 | 0 | 13981 | X | ||||
| JOHN LEYMAN | |||||||||
| DENTIST/PROF | 40.00 | 379480 | 0 | 21026 | X | ||||
| LARY TRAPP | |||||||||
| DENTIST/PROF | 40.00 | 356575 | 0 | 20689 | X | ||||
| RICHARD DUNBAR | |||||||||
| PHYSICIAN/PROF | 40.00 | 504754 | 0 | 13941 | X | ||||
| VERLON W STRAUSS | |||||||||
| SR VICE CHANCELLOR FINANCE (FORMER) | 40.00 | 0 | 173838 | 19688 | X | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 2958086 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 3437225 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 655851 | TotalOtherCompensation |
| Number Individuals GT100 K | 199 | NumberIndividualsGT100K |
| Formers Listed | 1 | FormersListed |
| Total Comp GT150 K | 1 | TotalCompGT150K |
| Compensation From Other Sources | 0 | CompensationFromOtherSources |
Contractor Compensation ContractorCompensation (5 entries)
| Address Line1AddressOfContractor/AddressUS/AddressLine1 | CityAddressOfContractor/AddressUS/City | StateAddressOfContractor/AddressUS/State | ZIP CodeAddressOfContractor/AddressUS/ZIPCode | Description Of ServicesDescriptionOfServices | CompensationCompensation |
|---|---|---|---|---|---|
| MOSS-ADAMS LLP | |||||
| PO BOX 2147 | SEATTLE | WA | 981112147 | AUDITOR | 297212 |
| SIDLEY AUSTIN LLP | |||||
| PO BOX 642 | CHICAGO | IL | 606900642 | LEGAL SERVICE | 194980 |
| ATTAIN LLC | |||||
| PO BOX 221374 | CHALTILLY | VA | 20151 | GRANTS F&A COST CONSULTING | 139275 |
| JEORGE NAVARRO | |||||
| 6385 ANGELES PEAK DR | SAN BERNARDINO | CA | 92407 | CONSTRUCTION SERVICES | 112693 |
| WILLIAM WYATT | |||||
| PO BOX 2008 | RUNNING SPRINGS | CA | 923822008 | PHOTOGRAPHY AND VIDEO SERVICES | 104094 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 5 | NumberOfContractorsGT100K |
| Related Organizations | 12865735 | RelatedOrganizations |
| Government Grants | 33901977 | GovernmentGrants |
| All Other Contributions | 24736851 | AllOtherContributions |
| Noncash Contributions | 738933 | NoncashContributions |
| Total Contributions | 71504563 | TotalContributions |
Program Service Revenue ProgramServiceRevenue (3 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome |
|---|---|---|---|
| TUITION AND FEES | 611600 | 124512482 | 124512482 |
| CLINIC INCOME | 621400 | 23142666 | 23142666 |
| RESEARCH CONTRACTS | 541700 | 5216306 | 5216306 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 152871454 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 95759 | TotalRevenueColumn |
| Unrelated Business Revenue | -76175 | UnrelatedBusinessRevenue |
| Exclusion | $171,934 | ExclusionAmount |
Income From Invest Bond Proceeds IncomeFromInvestBondProceeds
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 34472 | TotalRevenueColumn |
| Exclusion | $34,472 | ExclusionAmount |
Gross Rents GrossRents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 7152723 | Real |
Less Rental Expenses LessRentalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 6719976 | Real |
Rental Income Or Loss RentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 432747 | Real |
Net Rental Income Or Loss NetRentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 432747 | TotalRevenueColumn |
| Exclusion | $432,747 | ExclusionAmount |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 1453249057 | Securities |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 1429959021 | Securities |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 23290036 | Securities |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 23290036 | TotalRevenueColumn |
| Exclusion | $23,290,036 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | 13022644 | GrossSalesOfInventory |
| Cost Of Goods Sold | 16848879 | CostOfGoodsSold |
Net Income Or Loss NetIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -3826235 | TotalRevenueColumn |
| Unrelated Business Revenue | 693214 | UnrelatedBusinessRevenue |
| Exclusion | -$4,519,449 | ExclusionAmount |
Other Revenue Misc OtherRevenueMisc (3 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | ExclusionExclusionAmount | Unrelated Business RevenueUnrelatedBusinessRevenue |
|---|---|---|---|---|
| POWER PLANT | 221000 | 13902042 | $13,902,042 | |
| INDEPENDENT OPERATIONS | 445100 | 13488653 | $13,442,158 | 46495 |
| OTHER REVENUE | 900099 | 6799697 | $6,799,697 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 34190392 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 278593188 | TotalRevenueColumn |
| Related Or Exempt Function Income | 152871454 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 663534 | UnrelatedBusinessRevenue |
| Exclusion | $53,553,637 | ExclusionAmount |
Grants To Domestic Individuals GrantsToDomesticIndividuals
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 7090759 | Total |
| Program Services | 7090759 | ProgramServices |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1940676 | Total |
| Management And General | 1940676 | ManagementAndGeneral |
Comp Disqual Persons CompDisqualPersons
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 173838 | Total |
| Management And General | 173838 | ManagementAndGeneral |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 108439493 | Total |
| Program Services | 106842522 | ProgramServices |
| Management And General | 1061112 | ManagementAndGeneral |
| Fundraising | 535859 | Fundraising |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 7621344 | Total |
| Program Services | 7509890 | ProgramServices |
| Management And General | 87819 | ManagementAndGeneral |
| Fundraising | 23635 | Fundraising |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 19091485 | Total |
| Program Services | 18394896 | ProgramServices |
| Management And General | 528109 | ManagementAndGeneral |
| Fundraising | 168480 | Fundraising |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 6928004 | Total |
| Program Services | 6804393 | ProgramServices |
| Management And General | 79569 | ManagementAndGeneral |
| Fundraising | 44042 | Fundraising |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1750033 | Total |
| Management And General | 1750033 | ManagementAndGeneral |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 241642 | Total |
| Management And General | 241642 | ManagementAndGeneral |
Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 38761 | Total |
| Management And General | 38761 | ManagementAndGeneral |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 20343954 | Total |
| Program Services | 12339354 | ProgramServices |
| Management And General | 8004600 | ManagementAndGeneral |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2271292 | Total |
| Program Services | 1698752 | ProgramServices |
| Management And General | 572540 | ManagementAndGeneral |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 15477577 | Total |
| Program Services | 10521807 | ProgramServices |
| Management And General | 4858214 | ManagementAndGeneral |
| Fundraising | 97556 | Fundraising |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1745537 | Total |
| Program Services | 1417658 | ProgramServices |
| Management And General | 327879 | ManagementAndGeneral |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 13294744 | Total |
| Program Services | 4514419 | ProgramServices |
| Management And General | 8780325 | ManagementAndGeneral |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 3501653 | Total |
| Program Services | 2856562 | ProgramServices |
| Management And General | 642136 | ManagementAndGeneral |
| Fundraising | 2955 | Fundraising |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 817433 | Total |
| Program Services | 726600 | ProgramServices |
| Management And General | 90833 | ManagementAndGeneral |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 4254926 | Total |
| Program Services | 29693 | ProgramServices |
| Management And General | 4225233 | ManagementAndGeneral |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 19853020 | Total |
| Program Services | 1091 | ProgramServices |
| Management And General | 19851929 | ManagementAndGeneral |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1162344 | Total |
| Program Services | 335525 | ProgramServices |
| Management And General | 826819 | ManagementAndGeneral |
Other Expenses OtherExpenses (5 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral | FundraisingFundraising |
|---|---|---|---|---|
| REPAIR & MAINTENANCE | 4217413 | 1485486 | 2728434 | 3493 |
| STUDENT LOANS AND SCHOL | 2406066 | 1330387 | 1075679 | |
| CAPITAL EXPENDITURES | 2016073 | 7501461 | -5485388 | |
| INCOME DISTRIBUTIONS | 1841851 | 1841851 | ||
| PRINCIPAL EXPENDITURES | 1745120 | 1745120 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 10891637 | Total |
| Program Services | 5074030 | ProgramServices |
| Management And General | 5634662 | ManagementAndGeneral |
| Fundraising | 182945 | Fundraising |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 259156675 | Total |
| Program Services | 196475285 | ProgramServices |
| Management And General | 61622425 | ManagementAndGeneral |
| Fundraising | 1058965 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 8350733 | BOY |
| EOY | 3128989 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 8058493 | BOY |
| EOY | 8551461 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3266090 | BOY |
| EOY | 3178298 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 25851969 | BOY |
| EOY | 24935998 | EOY |
Inventories For Sale Or Use InventoriesForSaleOrUse
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 4320042 | BOY |
| EOY | 3680276 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3409798 | BOY |
| EOY | 3047005 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 478758487 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 218169785 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 270295095 | BOY |
| EOY | 260588702 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 254069175 | BOY |
| EOY | 347191053 | EOY |
Investments Other Securities InvestmentsOtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 194941554 | BOY |
| EOY | 223932189 | EOY |
Investments Program Related InvestmentsProgramRelated
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 41121298 | BOY |
| EOY | 39569798 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 67040904 | BOY |
| EOY | 66731093 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 880725151 | BOY |
| EOY | 984534862 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 37653860 | BOY |
| EOY | 35467743 | EOY |
Deferred Revenue DeferredRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 17355703 | BOY |
| EOY | 17879784 | EOY |
Tax Exempt Bond Liabilities TaxExemptBondLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 34860000 | BOY |
| EOY | 34200000 | EOY |
Mort Notes Pybl Secured Invest Prop MortNotesPyblSecuredInvestProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 30159192 | BOY |
| EOY | 27800677 | EOY |
Unsecured Notes Loans Payable UnsecuredNotesLoansPayable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 10162628 | BOY |
| EOY | 22011673 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 280827462 | BOY |
| EOY | 337067905 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 411018845 | BOY |
| EOY | 474427782 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 179230077 | BOY |
| EOY | 185971191 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 169390574 | BOY |
| EOY | 177554012 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 121085655 | BOY |
| EOY | 146581877 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 469706306 | BOY |
| EOY | 510107080 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 880725151 | BOY |
| EOY | 984534862 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | 19436513 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | 20964261 | ReconcilationOtherChanges |
| Info In Schedule O Part XII | X | InfoInScheduleOPartXII |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | 0 | AccountantCompileOrReview |
| FS Audited | 1 | FSAudited |
| Audit Committee | 1 | AuditCommittee |
| Financial Statement Separate | X | FinancialStatementSeparate |
| Federal Grant Audit Required | 1 | FederalGrantAuditRequired |
| Federal Grant Audit Performed | 1 | FederalGrantAuditPerformed |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| School170b1 Aii | X | School170b1Aii |
Schedule B IRS990ScheduleB
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | RESTRICTED | ContributorNumber |
Contributor Name Business ContributorNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor Address US ContributorAddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Aggregate Contributions | RESTRICTED | AggregateContributions |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number DA Fs Held | 6 | NumberDAFsHeld |
| Donor Advised Contributions | 869250 | DonorAdvisedContributions |
| Grants Paid From Donor Funds | 406000 | GrantsPaidFromDonorFunds |
| Aggregate DAF Value | 2010223 | AggregateDAFValue |
| Disclosed Orgs Legal Control | 1 | DisclosedOrgsLegalControl |
| Disclosed For Charitable Purposes | 1 | DisclosedForCharitablePurposes |
Current Year CurrentYear
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 207146060 | BeginningOfYearBalance |
| Contributions | 10124550 | Contributions |
| Investment Earnings Or Losses | 17622031 | InvestmentEarningsOrLosses |
| Other Expenditures | 2312933 | OtherExpenditures |
| End Of Year Balance | 232579708 | EndOfYearBalance |
Current Year Minus1 Year CurrentYearMinus1Year
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 199674467 | BeginningOfYearBalance |
| Contributions | 8195774 | Contributions |
| Investment Earnings Or Losses | 5772008 | InvestmentEarningsOrLosses |
| Other Expenditures | 6496189 | OtherExpenditures |
| End Of Year Balance | 207146060 | EndOfYearBalance |
Current Year Minus2 Years CurrentYearMinus2Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 231557074 | BeginningOfYearBalance |
| Contributions | 7763282 | Contributions |
| Investment Earnings Or Losses | -35945113 | InvestmentEarningsOrLosses |
| Other Expenditures | 3700776 | OtherExpenditures |
| End Of Year Balance | 199674467 | EndOfYearBalance |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated EOY Balance | 0.24400 | BoardDesignatedEOYBalance |
| Permanent Endowment EOY Balance | 0.59600 | PermanentEndowmentEOYBalance |
| Term Endowment EOY Balance | 0.16000 | TermEndowmentEOYBalance |
| Endowments Held By Unrelated Orgs | 0 | EndowmentsHeldByUnrelatedOrgs |
| Endowments Held By Related Orgs | 0 | EndowmentsHeldByRelatedOrgs |
Land Land
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 34712349 | OtherCostOrOtherBasis |
| Book Value | 34712349 | BookValue |
Buildings Buildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 315191761 | OtherCostOrOtherBasis |
| Depreciation | 105720189 | Depreciation |
| Book Value | 209471572 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 124489480 | OtherCostOrOtherBasis |
| Depreciation | 112449596 | Depreciation |
| Book Value | 12039884 | BookValue |
Other Land Buildings OtherLandBuildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 4364897 | OtherCostOrOtherBasis |
| Book Value | 4364897 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 260588702 | TotalOfBookValueLandBuildings |
Closely Held Equity Interests CloselyHeldEquityInterests
| Field | Value | IRS element (for citing) |
|---|---|---|
| Book Value | 48100421 | BookValue |
| Method Of Valuation | F | MethodOfValuation |
Other Securities OtherSecurities (5 entries)
| DescriptionDescription | Book ValueBookValue | Method Of ValuationMethodOfValuation |
|---|---|---|
| INTERNATIONAL EQUITY FUNDS | 8376449 | F |
| NOTES RECEIVABLE | 70244481 | F |
| HEDGE FUNDS | 26242385 | F |
| REAL ESTATE | 69481609 | F |
| OTHER | 1486844 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Securities | 223932189 | TotalOfBookValueSecurities |
Other Assets OtherAssets (2 entries)
| DescriptionDescription | Book ValueBookValue |
|---|---|
| IRREVOCABLE TRUSTS | 56565396 |
| OTHER ASSETS | 10165697 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | 66731093 | TotalBookValueOtherAssets |
Other Liabilities OtherLiabilities (4 entries)
| DescriptionDescription | AmountAmount |
|---|---|
| ANNUITIES, TRUSTS AND AGENCIES | $5,075,865 |
| TRUSTS LIABILITIES | $32,604,765 |
| AMOUNTS HELD FOR OTHERS | $267,596,629 |
| NON-OPERATING LIABILITY | $31,790,646 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 337067905 | TotalOfAmounts |
| Total Revenue | 278593188 | TotalRevenue |
| Total Expenses | 259156675 | TotalExpenses |
| Excess Or Deficit For Year | 19436513 | ExcessOrDeficitForYear |
| Net Unrealized GL On Investments | 20964261 | NetUnrealizedGLOnInvestments |
| Total Adjustments | 20964261 | TotalAdjustments |
| Excess Or Deficit Per FS | 40400774 | ExcessOrDeficitPerFS |
| Tot Revenue Etc Audited Fincl Stmt | 304542764 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | 20964261 | NetUnrealizedGainsInvestments |
| Revenue Not Rptd F990 | 20964261 | RevenueNotRptdF990 |
| Revenue Subtotal | 283578503 | RevenueSubtotal |
| Other Revenues Not Included | -4985315 | OtherRevenuesNotIncluded |
| Revenue Not Rptd On Fin Stmt | -4985315 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 278593188 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 264141990 | TotExpensesEtcAuditedFinclStmt |
| Other Expenses Included | 12076073 | OtherExpensesIncluded |
| Expenses Not Rptd F990 | 12076073 | ExpensesNotRptdF990 |
| Expenses Subtotal | 252065917 | ExpensesSubtotal |
| Other Expenses Not Included | 7090758 | OtherExpensesNotIncluded |
| Expenses Not Rptd On Fin Stmt | 7090758 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 259156675 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV (4 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: | PART X: | THE INTERNAL REVENUE SERVICE HAS RULED THAT THE UNIVERSITY QUALIFIES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND IS THEREFORE NOT SUBJECT TO INCOME TAXES FOR ACTIVITIES RELATED TO ITS EXEMPT PROGRAMS. MANAGEMENT IS NOT AWARE OF ANY EVENT WHICH WOULD CAUSE THE UNIVERSITY TO BE DISQUALIFIED IN OPERATION. THE UNIVERSITY HAD NO UNRECOGNIZED TAX BENEFITS AT JUNE 30, 2011 AND AT JUNE 30, 2010. THE ORGANIZATION FILES AN EXEMPT ORGANIZATION RETURN AND APPLICABLE UNRELATED BUSINESS INCOME TAX RETURN IN THE U.S. FEDERAL JURISDICTION AND WITH THE CALIFORNIA FRANCHISE TAX BOARD. THE ORGANIZATION IS NO LONGER SUBJECT TO INCOME TAX EXAMINATIONS BY TAXING AUTHORITIES FOR YEARS BEFORE 2008 AND 2007 FOR ITS FEDERAL AND STATE FILINGS RESPECTIVELY. |
| PART XII, LINE 4B - OTHER ADJUSTMENTS: | NET RENTAL EXPENSE TRANSFERRED TO NET RENTAL INCOME -3,761,049. TUITION AID 7,090,758. COST OF GOODS SOLD TRANSFERRED TO NET INCOME/(LOSS) FROM SALES OF INVENTORY -8,315,024. | |
| PART XIII, LINE 2D - OTHER ADJUSTMENTS: | NET RENTAL EXPENSES TRANSFERRED TO NET RENTAL INCOME 3,761,049. COST OF GOODS SOLD TRANSFERRED TO NET INCOME/(LOSS) FROM SALES OF INVENTORY 8,315,024. | |
| PART XIII, LINE 4B - OTHER ADJUSTMENTS: | TUITION AID RECLASSIFIED TO EXPENSES 7,090,758. |
Schedule E IRS990ScheduleE
| Field | Value | IRS element (for citing) |
|---|---|---|
| Nondiscriminatory Policy Stmt | 1 | NondiscriminatoryPolicyStmt |
| Policy Statement In Brochures Etc | 1 | PolicyStatementInBrochuresEtc |
| Policy Publ Via Broadcast Media | 1 | PolicyPublViaBroadcastMedia |
| Maint Racial Composition Records | 1 | MaintRacialCompositionRecords |
| Maint Scholarships Records | 1 | MaintScholarshipsRecords |
| Maint Copies Of Brochures Etc | 1 | MaintCopiesOfBrochuresEtc |
| Maint Copies Of All Solicitations | 1 | MaintCopiesOfAllSolicitations |
| Discriminate Race Students Rights | 0 | DiscriminateRaceStudentsRights |
| Discriminate Race Admiss Policies | 0 | DiscriminateRaceAdmissPolicies |
| Discriminate Race Emplmn Faculty | 0 | DiscriminateRaceEmplmnFaculty |
| Discriminate Race Scholarships | 1 | DiscriminateRaceScholarships |
| Discriminate Race Educ Policies | 0 | DiscriminateRaceEducPolicies |
| Discriminate Race Use Of Fclts | 0 | DiscriminateRaceUseOfFclts |
| Discriminate Race Athletic Prog | 0 | DiscriminateRaceAthleticProg |
| Discriminate Race Other Acty | 0 | DiscriminateRaceOtherActy |
| Government Financial Aid Received | 1 | GovernmentFinancialAidReceived |
| Government Financial Aid Revoked | 0 | GovernmentFinancialAidRevoked |
| Compliance With Rev Proc7550 | 1 | ComplianceWithRevProc7550 |
Form990 Schedule E Part II Form990ScheduleEPartII (3 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| EXPLANATION OF NONDISCRIMINATORY POLICY PUBLICATION | SCHEDULE E, PART I, LINE 3 | NONDISCRIMINATION POLICY IS PUBLISHED IN THE STUDENT HANDBOOK,IN THE UNIVERSITY CATALOG, AND IN THE UNIVERSITY WEB SITE. |
| EXPLANATION OF RACIAL DISCRIMINATION | SCHEDULE E, PART I, LINE 5 | SOME SCHOLARSHIPS ARE FUNDED BY MINORITY GROUPS WHO SPECIFY THAT THEY SHOULD BE AWARDED ONLY TO THE RESPECTIVE MINORITY STUDENTS. ALL OTHERS ARE AWARDED WITHOUT REGARD TO RACE. |
| EXPLANATION OF GOVERNMENT FINANCIAL ASSISTANCE | SCHEDULE E, PART I, LINE 6 | THE UNIVERSITY RECEIVES FUNDS FROM GOVERNMENT AGENCIES ONLY IN GRANTS FOR RESEARCH. UNIVERSITY STUDENTS RECEIVE FUNDS FROM GOVERNMENT AGENCIES. |
Schedule F IRS990ScheduleF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | 1 | GrantRecordsMaintained |
Accts Actvs Out US Table AcctsActvsOutUSTable (21 entries)
| RegionRegion | Number Of OfficesNumberOfOffices | Number Of EmployeesNumberOfEmployees | Type Of Activities ConductedTypeOfActivitiesConducted | Specific Services ProvidedSpecificServicesProvided | Total ExpendituresTotalExpenditures |
|---|---|---|---|---|---|
| CENTRAL AMERICA AND THE CARIBBEAN | 0 | 1 | PROGRAM SERVICE | KIM NORDBERG TRAVELED TO GUATEMALA AND OVERSAW THREE STUDENTS DURING AN EIGHT-DAY SERVICE LEARNING SPRING BREAK CALLED HELP THE CHILDREN. | 1211 |
| CENTRAL AMERICA AND THE CARIBBEAN | 0 | 1 | PROGRAM SERVICE | LINDA DAVIS (PHARM D) TRAVELED TO HAITI ADVENTIST HOSPITAL IN HAITI TO IDENTIFY, SORT, AND ORGANIZE DONATED HOSPITAL SUPPLIES. HELP PLAN HOW TO RECORD AND RELEASE MEDICATION FOR PATIENT USE. | 5962 |
| CENTRAL AMERICA AND THE CARIBBEAN | 0 | 3 | PROGRAM SERVICE | ERNEST SCHWAB, HEATHER THOMAS AND EVERETT LOHMAN HAITI ADVENTIST HOSPITAL IN HAITI. THEY ARE THE CURRICULUM PLANNING TEAM FOR PHYSICAL/OCCUPATIONAL THERAPY CERTIFICATE PROGRAMS. AS WELL AS VISIT TO EVALUATE AND EXPLORE PARTNERSHIP BETWEEN LLU AND HAITI ADVENTIST HOSPITAL. | 1164 |
| CENTRAL AMERICA AND THE CARIBBEAN | 0 | 3 | PROGRAM SERVICE | BEVERLY BUCKLES, KIM FREEMAN, AND LOUIS JENKINS TRAVELED TO HAITI. THE TRIP INVOLVED TRAINING TEACHERS, PEER MENTORS AND SABBATH-SCHOOL TEACHERS HOW TO DEAL WITH INDIVIDUALS WHO HAVE EXPERIENCED TRAUMA AND HOW TO FACILITATE EMOTIONAL HEALING; DEVELOPING HOW THEY INTERACT WITH THEIR FAMILIES AND COMMUNITIES. | 15956 |
| CENTRAL AMERICA AND THE CARIBBEAN | 0 | 1 | PROGRAM SERVICES | DEREK CHU DDS WAS INVITED BY THE CLASS OF 2013 TO TRAVEL TO HOSPITAL ADVENTISTA DE VALLE DE ANGELES, HONDURASTO PROVIDE PROFESSIONAL ASSISTANCE WITH DIAGNOSIS, RADIOLOGY, AND PATHOLOGY. | 1132 |
| CENTRAL AMERICA AND THE CARIBBEAN | 0 | 1 | PROGRAM SERVICES | NEAL JOHNSON TRAVELED TO HONDURAS HAVA- HOSPITAL ADVENTISTA VALLE DE ANGELES IN HONDURAS AS A DENTAL SUPERVISOR FOR HUMANITARIAN DENTAL WORK, PERFORMING DENTAL EXAMS, RESTORATIONS, EXTRACTIONS AND ROOT CANAL THERAPY. | 3124 |
| CENTRAL AMERICA AND THE CARIBBEAN | 0 | 4 | PROGRAM SERVICES | BONNIE NELSON, RICHARD PARKER, V. LEROY LEGGITT, AND STEVEN MORROW TRAVELED TO HONDURAS WITH HONDURAS- ROTAN (CALIMESA SDA CHURCH) AS DENTAL SUPERVISORS FOR HUMANITARIAN DENTAL WORK IN HONDURAS, PERFORMING DENTAL EXAMS, RESTORATIONS, EXTRACTIONS AND ROOT CANAL THERAPY. | 17679 |
| CENTRAL AMERICA AND THE CARIBBEAN | 0 | 2 | PROGRAM SERVICES | RAFEAL CANIZALES AND MELISSA BASSHAM WERE LEADERS OF A SIMS MISSION TRIP TO PAN AMERICAN HEALTH SERVICE, HONDURAS. THEY COLLECTED DATA ON NESTING TURTLES AND ASSIST WITH TURTLE TAGGING. | 2867 |
| CENTRAL AMERICA AND THE CARIBBEAN | 0 | 4 | PROGRAM SERVICES | SABINE DUNBAR, KEN LINDSAY, BONNIE NELSON AND STEPHEN DUNBAR TRAVELED TO HONDURAS TO ASSIST WITH PROTECTOR RESEARCH IN HONDURAS, WITH THE AIM OF FACILITATING BETTER DECISION-MAKING FOR MARINE AREA MANAGEMENT, AS WELL AS AWARENESS OF SEA TURTLES ON THE PART OF BOTH LOCAL RESIDENTS AND THE VISITING PUBLIC. | 32805 |
| EAST ASIA AND THE PACIFIC | 0 | 1 | PROGRAM SERVICES | CARL CANWELL TRAVELED TO BAMBOO SCHOOL, THAILAND FOR A MISSION TRIP THROUGH THE LLU CHURCH VISITING AN ORPHANAGE THAT HAS A MEDICAL CLINIC AND FARM. OBJECTIVE IS TO GET FOOTAGE AND PICTURES OF STUDENTS IN A MISSION SETTING. | 4099 |
| EAST ASIA AND THE PACIFIC | 0 | 1 | PROGRAM SERVICES | PATRICIA POTHIER TRAVELED TO SAHMYOOK UNIVERSITY, KOREA FOR AN AAA EVALUATION VISIT. | 3537 |
| EAST ASIA AND THE PACIFIC | 0 | 12 | PROGRAM SERVICES | FRANK SIRNA, KRIS WILKINS, ROBERT HANDYSIDES, MATHEW KATTADIYIL, BEV BUCKLES, KIM FREEMAN, LES ARNETT, ANNA CHEN DDS, NADIM BABA DDS, YUAN LUNG HUNG DDS, LEIF BAKLAND DDS AND AUDREY SHAFFER TRAVELED TO SIR SUN RUN SHAW HOSPITAL ZHEJIANG CHILDREN'S HOSPITAL HANGZHOU (SRRSH AND ZUCH), CHINA TO PRESENT, TEACH, AND MENTOR. | 11591 |
| EUROPE (INCLUDING ICELAND & GREENLAND) | 0 | 1 | PROGRAM SERVICES | BETTY WINSLOW TRAVELED TO FRIEDENSAU, GERMANY FOR AN AAA EVALUATION VISIT WITH THE PURPOSE OF EXAMINING TEACHER AND ADMINISTRATOR EVALUATION PROGRAMS THAT INCLUDE STUDENT, PEER AND SUPERVISION ASSESSMENTS, SYLLABI REVIEWS, AND STUDENT PERFORMANCE MONITORING ON NATIONAL OR INTERNATIONAL NORMS. INDIVIDUAL ASSIGNMENT ASSIGNED BY NIELS-ERIK ANDREASEN. | 4388 |
| NORTH AMERICA | 0 | 1 | PROGRAM SERVICES | EDELWEISS RAMAL TRAVELED TO MONTEMORELOS, MEXICO FOR AN AAA EVALUATION VISIT WITH THE PURPOSE OF EXAMINING TEACHER AND ADMINISTRATOR EVALUATION PROGRAMS THAT INCLUDE STUDENT, PEER AND SUPERVISION ASSESSMENTS, SYLLABI REVIEWS, AND STUDENT PERFORMANCE MONITORING ON NATIONAL OR INTERNATIONAL NORMS. ACCEPTED INVITATION BY SEVENTH-DAY ADVENTIST GENERAL CONFERENCE EDUCATIONAL DEPARTMENT. | 2957 |
| SOUTH AMERICA | 0 | 5 | PROGRAM SERVICES | GERGORY MITCHELL, SHAWN PLAFKER, RYAN SINCLAIR, FABIO MAIA, AND MIKE FITZPATRICK TRAVELED TO BRAZIL AS PART OF A LLU GROUP TRIP (BRAZIL- ACAO VOLUNTARIA DA AMAZONIA) THAT PROVIDED FREE DENTAL CARE. | 21146 |
| SOUTH AMERICA | 0 | 6 | PROGRAM SERVICES | JOYALENE NG, RICKY OLIVERAS, JORGE ROMO, ANNE KEOUGH, SHAWN PLAFKER AND FABIO MAIA TRAVELED TO BRAZIL FOR THE YEARLY MEDICAL MISSION TRIP (LAS AMAZONAS RIVER TRIP, BRAZIL) ON BOAT VISITING VILLAGES ALONG THE AMAZON. COLLECTED INFORMATION ON HOW TO DEVELOP MANAGEMENT, EDUCATION, AND GENERAL SUPPORT. | 13069 |
| SOUTH AMERICA | 0 | 2 | PROGRAM SERVICES | URSULA UENO AND FABIO MAIA TRAVELEV TO SILVESTRE HOSPITAL IN BRAZIL TO PERFORM A HOSPITAL ASSESSMENT FOCUSING ON FINANCIAL SUSTAINABILITY AND OPPORTUNITIES FOR GROWTH. | 7067 |
| SUB-SAHARAN AFRICA | 0 | 2 | PROGRAM SERVICES | GERALD REZES AND LARRY BISHOP TRAVELED TO MALAMULO, MALAWI TO LAY, SETUP, AND TRAIN PERSONNEL RELATED TO A NEW COMPUTER NETWORK. | 12526 |
| SUB-SAHARAN AFRICA | 0 | 1 | PROGRAM SERVICES | PAT JONES TRAVELED TO COSENDAI UNIVERSITY, CAMEROON TO PARTICIPATE IN THE INTERNATIONAL NURSING CONFERENCE. SPEAKER AND PRESENTER. | 6070 |
| SUB-SAHARAN AFRICA | 0 | 1 | PROGRAM SERVICES | RON MATAYA TRAVELED TO MALAWI MEDICAL COLLEGE TO WORK ON PEPFAR/CDC GRANT BY SUPERVISING PROJECT PROGRESS, ATTEND QUARTERLY PARTNERS' EXECUTIVE COMMITTEE MEETING START TWO RESEARCH ACTIVITIES. | 30679 |
| MIDDLE EAST AND NORTH AFRICA | 1 | 13 | PROGRAM SERVICES | UNDER A CONTRACT WITH USAID THE LLU GLOBAL HEALTH INSTITUTE MANAGES THE PALESTINIAN HEALTH SECTOR REFORM DEVELOPMENT PROJECT. | 647239 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Number Of Offices | 0 | SubtotalNumberOfOffices |
| Subtotal Number Of Employees | 16 | SubtotalNumberOfEmployees |
| Cont Number Of Offices | 1 | ContNumberOfOffices |
| Cont Number Of Employees | 50 | ContNumberOfEmployees |
| Total Number Of Offices | 1 | TotalNumberOfOffices |
| Total Number Of Employees | 66 | TotalNumberOfEmployees |
| Subtotal Amount Spent | 49095 | SubtotalAmountSpent |
| Cont Amount Spent | 797173 | ContAmountSpent |
| Total Amount Spent | 846268 | TotalAmountSpent |
| Transfer To Foreign Corp | 1 | TransferToForeignCorp |
| Interest In Foreign Trust | 1 | InterestInForeignTrust |
| Own Foreign Corp | 1 | OwnForeignCorp |
| Passive Foreign Invest Co | 1 | PassiveForeignInvestCo |
| Foreign Partnership | 1 | ForeignPartnership |
| Boycott Countries | 0 | BoycottCountries |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Records Maintained | 1 | RecordsMaintained |
Form990 Schedule I Part III Form990ScheduleIPartIII (12 entries)
| Type Of GrantTypeOfGrant | Number Of RecipientsNumberOfRecipients | Amount Of Cash GrantAmountOfCashGrant |
|---|---|---|
| SCHOOL OF ALLIED HEALTH PROFESSIONS | 135 | 549294 |
| SCHOOL OF DENTISTRY STUDENTS | 40 | 209742 |
| SCHOOL OF MEDICINE STUDENTS | 184 | 2977246 |
| SCHOOL OF NURSING STUDENTS | 293 | 474967 |
| SCHOOL OF PHARMACY STUDENTS | 51 | 176814 |
| SCHOOL OF PUBLIC HEALTH STUDENTS | 114 | 189867 |
| SCHOOL OF RELIGION STUDENTS | 11 | 32984 |
| SCHOOL OF SCIENCE AND TECHNOLOGY STUDENTS | 84 | 671484 |
| SELMA E. ANDREWS SCHOLARSHIP | 612 | 806170 |
| LLU STUDENT SCHOLARSHIP | 174 | 349618 |
| SD SCHOLARSHIP LEARNING | 2 | 111372 |
| MISCELLANEOUS OTHER SCHOLARSHIPS AND GRANTS | 698 | 541201 |
Form990 Schedule I Part IV Form990ScheduleIPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | PROCEDURE FOR MONITORING GRANTS IN THE U.S.: | Identifier |
| Return Reference | PART I, LINE 2: | ReturnReference |
| Explanation | SCHEDULE I, PART I, LINE 2: GRANTS ARE ACCOUNTED FOR IN THE UNIVERSITY'S ACCOUNTING RECORDS, INCLUDING SUPPORTING DOCUMENTATION FOR ALL EXPENDITURES. GRANT MANAGERS ARE REQUIRED TO ASSERT THAT FUNDS HAVE BEEN SPENT IN ACCORDANCE WITH THE GRANT REQUIREMENTS. | Explanation |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Severance Payment | 1 | SeverancePayment |
| Supplemental Nonqual Retire Plan | 1 | SupplementalNonqualRetirePlan |
| Equity Based Comp Arrangement | 0 | EquityBasedCompArrangement |
| Comp Based On Revenue Of Filing Org | 0 | CompBasedOnRevenueOfFilingOrg |
| Comp Based On Revenue Related Orgs | 0 | CompBasedOnRevenueRelatedOrgs |
| Comp Based Net Earnings Filing Org | 0 | CompBasedNetEarningsFilingOrg |
| Comp Based Net Earnings Relate Orgs | 0 | CompBasedNetEarningsRelateOrgs |
| Any Non Fixed Payments | 0 | AnyNonFixedPayments |
| Initial Contract Exception | 0 | InitialContractException |
Form990 Schedule J Part II Form990ScheduleJPartII (20 entries)
| Base Compensation Filing OrgBaseCompensationFilingOrg | Comp Based On Related OrgsCompBasedOnRelatedOrgs | Bonus Filing OrgBonusFilingOrg | Bonus Related OrgsBonusRelatedOrgs | Other Compensation Filing OrgOtherCompensationFilingOrg | Other Compensation Related OrgsOtherCompensationRelatedOrgs | Deferred Comp Filing OrgDeferredCompFilingOrg | Deferred Comp Related OrgsDeferredCompRelatedOrgs | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrg | Nontaxable Benefits Related OrgsNontaxableBenefitsRelatedOrgs | Total Compensation Filing OrgTotalCompensationFilingOrg | Total Compensation Related OrgsTotalCompensationRelatedOrgs | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrg | Comp Report Prior990 Related OrgsCompReportPrior990RelatedOrgs |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| RICHARD H HART | |||||||||||||
| 0 | 350000 | 0 | 0 | 0 | 87391 | 0 | 15014 | 0 | 23488 | 0 | 475893 | 0 | 0 |
| KEVIN J LANG | |||||||||||||
| 0 | 506292 | 0 | 0 | 0 | 161887 | 0 | 15014 | 0 | 59333 | 0 | 742526 | 0 | 0 |
| RONALD L CARTER | |||||||||||||
| 0 | 143982 | 0 | 0 | 0 | 24019 | 0 | 6698 | 0 | 17789 | 0 | 192488 | 0 | 0 |
| DAVID P HARRIS | |||||||||||||
| 0 | 135340 | 0 | 0 | 0 | 23703 | 0 | 8997 | 0 | 19961 | 0 | 188001 | 0 | 0 |
| HENRY R HADLEY | |||||||||||||
| 0 | 331260 | 0 | 0 | 0 | 69570 | 0 | 15014 | 0 | 52848 | 0 | 468692 | 0 | 0 |
| RODNEY NEAL | |||||||||||||
| 50530 | 77308 | 0 | 0 | 0 | 9827 | 4134 | 4242 | 3777 | 12449 | 58441 | 103826 | 0 | 0 |
| RICKY WILLIAMS | |||||||||||||
| 134889 | 0 | 0 | 0 | 101 | 0 | 10107 | 0 | 15115 | 0 | 160212 | 0 | 0 | 0 |
| MELVIN SAUDER | |||||||||||||
| 0 | 160776 | 0 | 0 | 0 | 50667 | 0 | 12665 | 0 | -10705 | 0 | 213403 | 0 | 0 |
| MARK HUBBARD | |||||||||||||
| 0 | 287525 | 0 | 0 | 0 | 80285 | 0 | 15014 | 0 | 34165 | 0 | 416989 | 0 | 0 |
| LESLIE POLLARD | |||||||||||||
| 0 | 137041 | 0 | 0 | 0 | 35945 | 0 | 6606 | 0 | 5327 | 0 | 184919 | 0 | 0 |
| ROBERT FROST | |||||||||||||
| 0 | 135695 | 0 | 1785 | 0 | 17957 | 0 | 8745 | 0 | 15269 | 0 | 179451 | 0 | 0 |
| MARILYN HERRMANN | |||||||||||||
| 159224 | 0 | 0 | 0 | 101 | 0 | 11942 | 0 | 15471 | 0 | 186738 | 0 | 0 | 0 |
| WALTER HUGHES | |||||||||||||
| 176904 | 0 | 491 | 0 | 1149 | 0 | 13268 | 0 | 18706 | 0 | 210518 | 0 | 0 | 0 |
| CHARLES GOODACRE | |||||||||||||
| 249473 | 0 | 0 | 0 | 101 | 0 | 16536 | 0 | 16734 | 0 | 282844 | 0 | 0 | 0 |
| ALAN HERFORD | |||||||||||||
| 436636 | 0 | 39 | 0 | 101 | 0 | 11291 | 0 | 19449 | 0 | 467516 | 0 | 0 | 0 |
| DONALD STILSON | |||||||||||||
| 0 | 0 | 0 | 0 | 507538 | 0 | 0 | 0 | 13981 | 0 | 521519 | 0 | 0 | 0 |
| JOHN LEYMAN | |||||||||||||
| 378807 | 0 | 0 | 0 | 673 | 0 | 5736 | 0 | 15290 | 0 | 400506 | 0 | 0 | 0 |
| LARY TRAPP | |||||||||||||
| 355849 | 0 | 113 | 0 | 613 | 0 | 5736 | 0 | 14953 | 0 | 377264 | 0 | 0 | 0 |
| RICHARD DUNBAR | |||||||||||||
| 0 | 0 | 0 | 0 | 504754 | 0 | 0 | 0 | 13941 | 0 | 518695 | 0 | 0 | 0 |
| VERLON W STRAUSS | |||||||||||||
| 0 | 51356 | 0 | 0 | 0 | 122482 | 0 | 0 | 0 | 19688 | 0 | 193526 | 0 | 0 |
Form990 Schedule J Part III Form990ScheduleJPartIII (3 entries)
| Return ReferenceReturnReference | ExplanationExplanation | IdentifierIdentifier |
|---|---|---|
| PART I, LINE 1A | LLU'S SENIOR EXECUTIVES ARE EMPLOYED BY LLUAHSC AND LLUAHSC BENEFITS PROVIDE FOR PAYMENT OF THE TRAVEL EXPENSES FOR A SPOUSE TO ACCOMPANY AN EMPLOYEE ON ONE BUSINESS TRIP PER YEAR. IF USED, THE TAXABLE COST OF THIS BENEFIT IS INCLUDED IN THE EMPLOYEE'S W-2. LLU'S SENIOR EXECUTIVES ARE EMPLOYED BY LLUAHSC AND LLUAHSC BENEFITS PROVIDE FOR GROSS-UP PAYMENTS TO APPROXIMATELY COVER THE TAXES ON THE IMPUTED COST OF GROUP-TERM LIFE INSURANCE COVERAGE IN EXCESS OF $50,000. | |
| PART I, LINES 4A-B | VERLON STRAUSS RECEIVED $145,239 SEVERANCE PAYMENTS FROM LLUAHSC. | |
| PART III | IRS FORM 990 DISCLOSURE ON SCHEDULE J PART III THE FOLLOWING OFFICERS LISTED ON THE FORM 990, PART VII, LINE 1A OR ON SCHEDULE J, PART II ARE EMPLOYED BY LLUHS. LLUHS PAYS THE COMPENSATION FOR THESE OFFICERS AND REPORTS THE COMPENSATION AMOUNTS IN THE FORMS W-2 FOR EACH OFFICER. AMOUNTS REPORTED ON THE FORM 990, PART VII, LINE 1A, COLUMNS E AND F, OR ON SCHEDULE J, PART II, COLUMN E(II) REPRESENT TOTAL AMOUNTS OF COMPENSATION RECEIVED BY EACH OFFICER FROM LLUHS. THE OFFICERS DO NOT RECEIVE ANY OTHER COMPENSATION AMOUNTS FROM RELATED ORGANIZATIONS. FROST, ROBERT W. IS EMPLOYED BY LOMA LINDA UNIVERSITY HEALTH SERVICES. HANNA, MYRNA L. IS EMPLOYED BY LOMA LINDA UNIVERSITY HEALTH SERVICES. LALAS, ANGELA IS EMPLOYED BY LOMA LINDA UNIVERSITY HEALTH SERVICES. SANDERS, BOYD IS EMPLOYED BY LOMA LINDA UNIVERSITY HEALTH SERVICES. WRIGHT, DONALD IS EMPLOYED BY LOMA LINDA UNIVERSITY HEALTH SERVICES. THE FOLLOWING OFFICERS LISTED ON THE FORM 990, PART VII, LINE 1A OR ON SCHEDULE J, PART II ARE EMPLOYED BY LLUAHSC. LLUAHSC PAYS THE COMPENSATION FOR THESE OFFICERS AND REPORTS THE COMPENSATION AMOUNTS IN THE FORMS W-2 FOR EACH OFFICER. AMOUNTS REPORTED ON THE FORM 990, PART VII, LINE 1A, COLUMNS E AND F, OR ON SCHEDULE J, PART II, COLUMN E(II) REPRESENT TOTAL AMOUNTS OF COMPENSATION RECEIVED BY EACH OFFICER FROM LLUAHSC. THE OFFICERS DO NOT RECEIVE ANY OTHER COMPENSATION AMOUNTS FROM RELATED ORGANIZATIONS. LLUAHSC ALLOCATES THE COMPENSATION AMOUNTS TO THE APPLICABLE RELATED ORGANIZATIONS AND RECEIVES REIMBURSEMENT PAYMENTS PURSUANT TO THE MANAGEMENT CONTRACT. ALLOCATION PERCENTAGES OF THE COMPENSATION PAYMENTS FOR THE OFFICERS ARE AS FOLLOWS: CARTER, RONALD IS EMPLOYED BY LLUAHSC. HIS COMPENSATION IS 100% FUNDED BY LOMA LINDA UNIVERSITY. HADLEY, HENRY ROGER 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. HARRIS, DAVID PAUL IS EMPLOYED BY LLUAHSC. HIS COMPENSATION IS 100% FUNDED BY LOMA LINDA UNIVERSITY. 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. 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. 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%). POLLARD, LESLIE NELSON IS EMPLOYED BY LLUAHSC. HIS COMPENSATION IS 100% FUNDED BY LOMA LINDA UNIVERSITY HEALTH SERVICES. SAUDER, MELVIN D. IS EMPLOYED BY LLUAHSC. HIS COMPENSATION, EXCLUDING THE SERP BENEFIT, IS FUNDED BY LOMA LINDA UNIVERSITY (25%) AND LOMA LINDA UNIVERSITY MEDICAL CENTER (75%). THE SERP BENEFIT IS 100% FUNDED BY LOMA LINDA UNIVERSITY MEDICAL CENTER. STRAUSS, VERLON WAYNE IS EMPLOYED BY LLUAHSC. HIS COMPENSATION IS 100% FUNDED BY LOMA LINDA UNIVERSITY. | SUPPLEMENTAL INFORMATION |
Schedule K IRS990ScheduleK
Form990 Schedule K Part I Form990ScheduleKPartI
Issuer Name IssuerName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CALIFORNIA MUNICIPAL FINANCE AUTHORITY REVENUE | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Issuer EIN | 201563466 | IssuerEIN |
| CUSIP Number | 13048TCN1 | CUSIPNumber |
| Date Issued | 2007-11-14 | DateIssued |
| Issue Price | 36364641 | IssuePrice |
| Description Of Purpose | ACQUIRE, CONSTRUCT, EXPAND STUDENT HOUSING; UPGRADE POWER PLANT | DescriptionOfPurpose |
| Defeased | 0 | Defeased |
| On Behalf Of Issuer | 0 | OnBehalfOfIssuer |
| Pool Financing | 0 | PoolFinancing |
Form990 Schedule K Part II Form990ScheduleKPartII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Proceeds | 36364641 | TotalProceeds |
| Amount In Reserve Fund | 2439254 | AmountInReserveFund |
| Issuance Costs From Proceeds | 700543 | IssuanceCostsFromProceeds |
| Capital Expenditures | 33303086 | CapitalExpenditures |
| Year Of Subst Completion | 2010 | YearOfSubstCompletion |
| Current Refunding | 0 | CurrentRefunding |
| Advance Refunding | 0 | AdvanceRefunding |
| Final Allocation Made | 1 | FinalAllocationMade |
| Adequate Books And Recds Maintaind | 1 | AdequateBooksAndRecdsMaintaind |
Form990 Schedule K Part III Form990ScheduleKPartIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Owning Bond Financed Property | 0 | OwningBondFinancedProperty |
| Any Lease Arrangements | 0 | AnyLeaseArrangements |
| Mngment Cntrct Bond Financd Prprty | 0 | MngmentCntrctBondFinancdPrprty |
| Any Research Agreements | 0 | AnyResearchAgreements |
| Bond Counsel Routinely Engaged | 1 | BondCounselRoutinelyEngaged |
| Prcntge Prvt Business Use By Others | 0.00000 | PrcntgePrvtBusinessUseByOthers |
| Percentage Of Prvt Business Re UBI | 0.00000 | PercentageOfPrvtBusinessReUBI |
| Total Private Business Use | 0.00000 | TotalPrivateBusinessUse |
| Post Issuance Compliance Procdrs | 1 | PostIssuanceComplianceProcdrs |
Form990 Schedule K Part IV Form990ScheduleKPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form8038 T Filed | 0 | Form8038TFiled |
| Variable Rate Issue | 0 | VariableRateIssue |
| Hedge Identified In Books And Recds | 0 | HedgeIdentifiedInBooksAndRecds |
| Gross Proceeds Invested In GIC | 0 | GrossProceedsInvestedInGIC |
| Gross Proceeds Invested | 0 | GrossProceedsInvested |
| Exception To Rebate | 0 | ExceptionToRebate |
Schedule L IRS990ScheduleL
Form990 Schedule L Part IV Form990ScheduleLPartIV (3 entries)
| RelationshipRelationship | Amount Of TransactionAmountOfTransaction | Description Of TransactionDescriptionOfTransaction | Sharing Of RevenuesSharingOfRevenues |
|---|---|---|---|
| RUTH E GOODACRE | |||
| FAMILY MEMBER OF KEY EMPLOYEE CHARLES GOODACRE | 16664 | EMPLOYMENT | 0 |
| LINDA MARIE WILLIAMS | |||
| FAMILY MEMBER OF KEY EMPLOYEE RICKY WILLIAMS | 97483 | EMPLOYMENT | 0 |
| BRIAN GOODACRE | |||
| FAMILY MEMBER OF KEY EMPLOYEE CHARLES GOODACRE | 11762 | ROYALTIES | 0 |
Schedule M IRS990ScheduleM
Books And Publications BooksAndPublications
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Noncash Contribs Rptd F990 | 13910 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | FAIR MARKET VALUE | MethodOfDeterminingRevenues |
Clothing And Household Goods ClothingAndHouseholdGoods
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Noncash Contribs Rptd F990 | 9797 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | FAIR MARKET VALUE | MethodOfDeterminingRevenues |
Securities Publicly Traded SecuritiesPubliclyTraded
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 101349 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 123537 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | FAIR MARKET VALUE | MethodOfDeterminingRevenues |
Real Estate Other RealEstateOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 2 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 205700 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | FAIR MARKET VALUE | MethodOfDeterminingRevenues |
Collectibles Collectibles
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 1 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 5000 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | FAIR MARKET VALUE | MethodOfDeterminingRevenues |
Drugs And Medical Supplies DrugsAndMedicalSupplies
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 129397 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 380930 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | FAIR MARKET VALUE | MethodOfDeterminingRevenues |
Other Non Cash Contributions Table OtherNonCashContributionsTable
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Description | GPS | Description |
| Number Of Contributions | 1 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 59 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | FAIR MARKET VALUE | MethodOfDeterminingRevenues |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of8283 Received | 0 | NumberOf8283Received |
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeld |
| Review Process Unusual NC Gifts | 1 | ReviewProcessUnusualNCGifts |
| Third Parties Used | 0 | ThirdPartiesUsed |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (11 entries)
| IdentifierIdentifier | ExplanationExplanation | Return ReferenceReturnReference |
|---|---|---|
| FORM 990, PART VI, SECTION A, LINE 3 | LLUAHSC HAS BEEN DELEGATED CONTROL OVER MANAGEMENT DUTIES PURSUANT TO THE RELATIONSHIP STRUCTURE DESCRIBED FURTHER IN THE RESPONSE TO PART VI, SECTION A, LINE 7B. | |
| FORM 990, PART VI, SECTION A, LINE 6 | LLUAHSC IS THE SOLE MEMBER OF LLU. | |
| FORM 990, PART VI, SECTION A, LINE 7A | THE CORPORATE MEMBER OF THE UNIVERSITY PURSUANT TO SECTION 9310 OF THE CALIFORNIA NONPROFIT RELIGIOUS CORPORATION LAW SHALL BE LLUAHSC, A CALIFORNIA NONPROFIT RELIGIOUS CORPORATION, ACTING BY AND THROUGH ITS BOARD OF TRUSTEES. | |
| FORM 990, PART VI, SECTION A, LINE 7B | LLU IS A UNIT OF LOMA LINDA UNIVERSITY ADVENTIST HEALTH SCIENCES CENTER (LLUAHSC), A CALIFORNIA NONPROFIT RELIGIOUS CORPORATION. THE ARTICLES OF INCORPORATION AND BYLAWS OF LLUAHSC, NOW AND HEREAFTER IN EFFECT ARE INCORPORATED AND ARE REFERENCED INTO THESE BYLAWS... RESERVED POWERS: POWERS RESERVED BY LLUAHSC AS MEMBER, WHICH MAY ONLY BE EXERCISED BY THE LLUAHSC BOARD UPON THE AFFIRMATIVE VOTE OF TWO-THIRDS OF THE TRUSTEES PRESENT AND VOTING AT ANY REGULAR OR SPECIAL MEETING OF THE BOARD AT WHICH A QUORUM IS PRESENT ARE TO: 1. APPROVE OR RATIFY ALL CHANGES TO THE ARTICLES OF INCORPORATION AND BYLAWS OF LLU AS CORPORATE MEMBER. 2. APPOINT THE BOARD FOR LLU AS THE MEMBER; 3. APPROVE ANY SIGNIFICANT CHANGE IN THE CORPORATE PURPOSES OF LLU. POWERS RESERVED BY LLUAHSC AS MEMBER, WHICH SHALL ONLY BE EXERCISED BY THE LLUAHSC BOARD UPON A MAJORITY VOTE OF LLUAHSC'S TRUSTEES PRESENT AND VOTING AT A REGULAR OR SPECIAL MEETING WHENEVER A QUORUM IS PRESENT: 1. REMOVE FROM OFFICE ANY TRUSTEE OF LLU WITH OR WITHOUT CAUSE; 2. APPOINT THE EXECUTIVE VICE PRESIDENT FOR UNIVERSITY AFFAIRS; 3. APPROVE ANY MERGER, CONSOLIDATION, DISSOLUTION, SALE, OR TRANSFER OF MORE THAN TEN MILLION DOLLARS OF THE ASSETS OF LLU; 4. REQUITE LLU TO HAVE A POLICY FOR BORROWING FUNDS THAT IS CONGRUENT WITH THE LLUAHSC BOARD-APPROVED POLICY ON BORROWING; 5. APPROVE ALL BORROWING OF FIVE MILLION DOLLARS OR MORE BY LLU OR ITS SUBSIDIARIES; 6. APPROVE ANY EXCEPTIONS TO THE POLICY FOR THE BORROWING OF FUNDS BY LLU; 7. APPROVE THE STRATEGIC PLAN OF LLU; 8. APPROVE MAJOR CONSTRUCTION PROJECTS OF LLU; 9. APPROVE INSTITUTES AND CORPORATIONS SUBSIDIARY TO LLU; 10 ACCEPT THE ANNUAL AUDITED FINANCIAL STATEMENTS OF LLU; 11 APPROVE THE ANNUAL OPERATING AND CAPITAL BUDGETS OF LLU; 12 APPROVE THE LLU CONTRACTING GUIDELINES; 13 APPROVE RECOMMENDATIONS FROM LLU AND ITS SUBSIDIARIES FOR BUSINESS DEVELOPMENT PLANS AND ACTIVITIES; 14 REQUIRE LLU TO HAVE A COMPLIANCE PROGRAM. NOTHING IN THESE BYLAWS IS INTENDED NOR SHALL BE CONSTRUED TO DIMINISH THE AUTHORITY OF THE BOARD OF TRUSTEES AND OFFICERS OF LLU OVER ITS OWN STRATEGIC, OPERATIONAL AND MANAGEMENT ISSUES AS REQUIRED BY CALIFORNIA LAW, ACCREDITING BODIES, AND/OR FINANCING DOCUMENTS. FURTHER FUNCTIONS OF THE MEMBER ARE: 1. TO REVIEW AND CONSULT WITH THE UNIVERSITY BOARD REGARDING THE APPOINTMENT OF THE UNIVERSITY PRESIDENT AND CHIEF EXECUTIVE OFFICER. HOWEVER, THE APPOINTMENT AND REMOVAL OF THE PRESIDENT AND THE CHIEF EXECUTIVE OFFICER ARE SOLELY THE LEGAL RESPONSIBILITY OF THE LLU BOARD; 2. TO APPROVE ALL CHANGES TO THE ARTICLES OF INCORPORATION AND BYLAWS ACCORDING TO THE PROVISION OF ARTICLE III OF THE BYLAWS. | |
| FORM 990, PART VI, SECTION B, LINE 11 | THIS FORM 990 IS REVIEWED BY INTERNAL AUDIT AND MANAGEMENT AND IS MADE AVAILABLE TO THE AUDIT COMMITTEE AND BOARD FOR REVIEW AND COMMENT BEFORE FILING. | |
| GENERAL COUNSEL ANNUALLY OBTAINS STATEMENT OF DISCLOSURE FROM TRUSTEES, OFFICERS, ADMINISTRATORS, KEY EMPLOYEES, AND OTHERS WHO MAKE OR AFFECT SIGNIFICANT DECISIONS AND REVIEWS THE FINDINGS WITH APPROPRIATE BOARDS AND COMMITTEES. THE BOARD OF TRUSTEES MAKES THE DECISIONS REGARDING QUESTIONS WHICH HAVE NOT BEEN SATISFACTORILY ANSWERED AFTER ADMINISTRATIVE CONSIDERATION. | FORM 990, PART VI, SECTION B, LINE 12C | |
| LLUAHSC, LLU'S PARENT ORGANIZATION, EMPLOYS AN INDEPENDENT OUTSIDE CONSULTING FIRM TO BENCHMARK COMPENSATION FOR LLUAHSC EMPLOYEES, INCLUDING THE CEO AND TOP MANAGEMENT. LLUAHSC PROVIDES MANAGEMENT SERVICES FOR LLU. THE LLUAHSC EXECUTIVE COMPENSATION COMMITTEE USES THE RESULTS OF THE INDEPENDENT SURVEY TO ESTABLISH PAY SCALES FOR THE NEXT FISCAL YEAR. THE EXECUTIVE COMPENSATION COMMITTEE SETS THE TOTAL COMPENSATION BELOW THE INDUSTRY MEAN AND MEDIAN AMOUNTS PROVIDED IN THE SURVEY. THE EXECUTIVE COMPENSATION COMMITTEE IS COMPOSED OF TRUSTEES APPOINTED BY THE LLUAHSC BOARD WHO ARE INDEPENDENT OF LLUAHSC'S MANAGEMENT. THE EXECUTIVE COMPENSATION COMMITTEE IS APPOINTED BY THE LLUAHSC BOARD OF TRUSTEES TO HAVE DIRECT RESPONSIBILITY FOR ESTABLISHING COMPENSATION, POLICIES, AND BENEFITS FOR THE SENIOR EXECUTIVES OF LLUAHSC. THE COMMITTEE'S PROCESS INCLUDES CONTEMPORANEOUS SUBSTANTIATION OF DELIBERATIONS AND DECISIONS. FOR KEY EMPLOYEES OTHER THAN THE OFFICERS AS WELL AS EMPLOYEES IN LEADERSHIP POSITIONS, LLU MANAGEMENT, THROUGH THE HUMAN RESOURCE DEPARTMENT, OBTAINS THE SERVICES OF AN INDEPENDENT CONSULTING FIRM TO CONDUCT NATIONWIDE COMPENSATION SURVEYS. MANAGEMENT USES THE COMPARABLE BENCHMARKS IN THE SURVEY RESULTS TO ESTABLISH OR REVIEW PAY SCALES FOR THE POSITION. THIS SURVEY, CONDUCTED BY THE INDEPENDENT CONSULTING FIRM, IS PERFORMED FOR THE ORGANIZATION EVERY TWO YEARS. INTERNALLY, THE HUMAN RESOURCE DEPARTMENT CONDUCTS ANNUAL SURVEYS USING AT LEAST THREE SURVEY RESULTS FROM INDEPENDENT FIRMS TO ESTABLISH OR REVIEW THE REASONABLENESS OF COMPENSATION AMOUNTS. THIS PROCESS WAS LAST UNDERTAKEN IN 12/09 FOR THE POSITION OF EVP, MEDICAL AFFAIRS & DEAN, SCHOOL OF MEDICINE HELD BY HADLEY, HENRY ROGER. THIS PROCESS WAS LAST UNDERTAKEN IN 12/09 FOR THE POSITION OF PRESIDENT & CEO HELD BY HART, RICHARD HENRY. THIS PROCESS WAS LAST UNDERTAKEN IN 12/09 FOR THE POSITION OF EVP, FINANCE & ADMINISTRATION & CFO HELD BY LANG, KEVIN J.. THIS PROCESS WAS LAST UNDERTAKEN IN 12/09 FOR THE POSITION OF VP, BUSINESS DEVELOPMENT HELD BY SAUDER, MELVIN D.. THIS PROCESS WAS LAST UNDERTAKEN IN 12/09 FOR THE POSITION OF EVP, HUMAN RESOURCES AND RISK MANAGEMENT HELD BY HUBBARD, MARK LEE. THIS PROCESS WAS LAST UNDERTAKEN IN 01/03 FOR THE POSITION OF VP, DIVERSITY HELD BY POLLARD, LESLIE NELSON. THIS PROCESS WAS LAST UNDERTAKEN IN 12/06 FOR THE POSITION OF VC, ACADEMIC AFFAIRS HELD BY CARTER, RONALD. | FORM 990, PART VI, SECTION B, LINE 15 | |
| LLU 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. THE FINANCIAL STATEMENTS ARE INCLUDED IN THE IRS FORM 990 WHICH IS AVAILABLE TO THE PUBLIC ON THE GUIDESTAR WEBSITE (WWW.GUIDESTAR.ORG) | FORM 990, PART VI, SECTION C, LINE 19 | |
| CHANGES IN NET ASSETS OR FUND BALANCES: | NET UNREALIZED GAINS ON INVESTMENTS: 20,964,261. FUNDS RECEIVED FOR DONOR ADVISED FUNDS NOT INCLUDED IN INCOME STATEMENT. FUNDS PAID OUT FROM DONOR ADVISED FUNDS NOT INCLUDED IN INCOME STATEMENT. | FORM 990, PART XI, LINE 5: |
| LLU HAS AN AUDIT COMMITTEE WITH RESPONSIBILITY FOR MONITORING INTERNAL CONTROLS, ACCOUNTING AND AUDIT ACTIVITIES OF THE UNIVERSITY. THIS PROCESS HAS NOT CHANGED SINCE THE PREVIOUS REPORT. | FORM 990, PART XI, LINE 2C | |
| METHODS USED TO ESTABLISH TOP MANAGEMENT OFFICIAL'S COMPENSATION. | THE ORGANIZATION RELIED ON A RELATED ORGANIZATION THAT USED ONE OR MORE OF THE METHODS DESCRIBED TO ESTABLISH TOP MANAGEMENT OFFICIAL'S COMPENSATION. | SCHEDULE J FORM 990, LINE 3 |
Schedule R IRS990ScheduleR
Form990 Schedule R Part II Form990ScheduleRPartII (4 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EINEIN | Primary ActivitiesPrimaryActivities | Legal Domicile StateLegalDomicileState | Exempt Code SectionExemptCodeSection | Public Charity StatusPublicCharityStatus | Controlled OrgControlledOrg | Business Name Line1DirectControllingEntityName/BusinessNameLine1 |
|---|---|---|---|---|---|---|---|---|---|---|
| LLU SCHOOL OF MEDICINE FACULTY MEDICAL GROUP | ||||||||||
| 11175 CAMPUS ST | LOMA LINDA | CA | 92350 | 330672914 | EMPLOY CLINICAL FACULTY | CA | 501(C)(3) | 11C | 0 | |
| LLU BEHAVIORAL MEDICINE CENTER | ||||||||||
| 1710 BARTON ROAD | REDLANDS | CA | 92373 | 330245579 | PSYCHIATRIC HOSPITAL | CA | 501(C)(3) | 3 | 0 | LOMA LINDA UNIVERSITY ADVENTIST HEALTH SCIENCES CENTER |
| LLU MEDICAL CENTER | ||||||||||
| 11234 ANDERSON ST | LOMA LINDA | CA | 92354 | 953522679 | HOSPITAL | CA | 501(C)(3) | 3 | 0 | LOMA LINDA UNIVERSITY ADVENTIST HEALTH SCIENCES CENTER |
| LOMA LINDA UNIVERSITY ADVENTIST HEALTH SCIENCES CENTER | ||||||||||
| 11175 CAMPUS ST | LOMA LINDA | CA | 92354 | 953804495 | SERVICE ORGANIZATION | CA | 501(C)(3) | 1 | 0 | |
Form990 Schedule R Part IV Form990ScheduleRPartIV (2 entries)
| Primary ActivityPrimaryActivity | Legal Domicile StateLegalDomicileState | Business Name Line1DirectControllingEntityName/BusinessNameLine1 | Type Of EntityTypeOfEntity |
|---|---|---|---|
| CHARITABLE REMAINDER TRUSTS (191) | |||
| TRUST MANAGEMENT | CA | LOMA LINDA UNIVERSITY | T |
| CHARITABLE LEAD TRUSTS (2) | |||
| TRUST MANAGEMENT | CA | LOMA LINDA UNIVERSITY | T |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Ann Rents Royalties | 0 | ReceiptOfIntAnnRentsRoyalties |
| Gift Grant Or Cap Contr To Other Org | 0 | GiftGrantOrCapContrToOtherOrg |
| Gift Grant Or Cap Contr Fr Other Org | 1 | GiftGrantOrCapContrFrOtherOrg |
| Loans Or Guarantees To Other Org | 1 | LoansOrGuaranteesToOtherOrg |
| Loans Or Guarantees From Other Org | 0 | LoansOrGuaranteesFromOtherOrg |
| Sale Of Assets To Other Org | 0 | SaleOfAssetsToOtherOrg |
| Purchase Of Assets From Other Org | 0 | PurchaseOfAssetsFromOtherOrg |
| Exchange Of Assets | 0 | ExchangeOfAssets |
| Rental Of Facilities To Other Orgs | 1 | RentalOfFacilitiesToOtherOrgs |
| Rental Of Facilities Fr Other Orgs | 1 | RentalOfFacilitiesFrOtherOrgs |
| Perform Of Services For Other Orgs | 1 | PerformOfServicesForOtherOrgs |
| Perform Of Services By Other Orgs | 1 | PerformOfServicesByOtherOrgs |
| Sharing Of Facilities | 1 | SharingOfFacilities |
| Sharing Of Paid Employees | 1 | SharingOfPaidEmployees |
| Reimbursement Paid To Other Org | 1 | ReimbursementPaidToOtherOrg |
| Reimbursement Paid By Other Org | 1 | ReimbursementPaidByOtherOrg |
| Other Transfer To Other Org | 1 | OtherTransferToOtherOrg |
| Other Transfer From Other Org | 1 | OtherTransferFromOtherOrg |
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