2012-05-15T16:52:12-05:00 2011-06-30 990 2010-07-01 951816009 LOMA LINDA UNIVERSITY LOMA 9095584515 11145 ANDERSON STREET NO 205 LOMA LINDA CA 92350 RODNEY NEAL 9095584543 2012-05-15 2010 2016-02-24 21:20:13Z RODNEY NEAL 11145 ANDERSON ST LOMA LINDA CA 92350 1732121064 0 1071 X HTTP://WWW.LLU.EDU/ X 1910 CA EDUCATING ETHICAL AND PROFICIENT CHRISTIAN HEALTH PROFESSIONALS AND SCHOLARS THROUGH INSTRUCTION, EXAMPLE, AND THE PURSUIT OF TRUTH; EXPANDING KNOWLEDGE THROUGH RESEARCH IN THE BIOLOGICAL, BEHAVIORAL, PHYSICAL, AND ENVIRONMENTAL SCIENCES AND APPLYING THIS KNOWLEDGE TO HEALTH AND DISEASE; PROVIDING COMPREHENSIVE, COMPETENT, AND COMPASSIONATE HEALTH CARE FOR THE WHOLE PERSON THROUGH FACULTY, STUDENTS, AND ALUMNI. 20 19 3365 0 663534 -45718 64858673 71504563 119353696 152871454 8928194 23420267 82388829 30796904 275529392 278593188 6687771 7090759 0 0 147983408 144194840 175789 0 1058965 133066333 107871076 287913301 259156675 -12383909 19436513 880725151 984534862 411018845 474427782 469706306 510107080 X LOMA LINDA UNIVERSITY, A SEVENTH-DAY ADVENTIST CHRISTIAN HEALTH SCIENCES INSTITUTION, SEEKS TO FURTHER THE HEALING AND TEACHING MINISTRY OF JESUS CHRIST "TO MAKE MAN WHOLE" BY:EDUCATING ETHICAL AND PROFICIENT CHRISTIAN HEALTH PROFESSIONALS AND SCHOLARS THROUGH INSTRUCTION, EXAMPLE, AND THE PURSUIT OF TRUTH;EXPANDING KNOWLEDGE THROUGH RESEARCH IN THE BIOLOGICAL, BEHAVIORAL, PHYSICAL, AND ENVIRONMENTAL SCIENCES AND APPLYING THIS KNOWLEDGE TO HEALTH AND DISEASE;PROVIDING COMPREHENSIVE, COMPETENT, AND COMPASSIONATE HEALTH CARE FOR THE WHOLE PERSON THROUGH FACULTY, STUDENTS, AND ALUMNI. 0 0 59163479 2977246 23973433 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. 52592762 209742 49562655 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. 17721585 549294 17222354 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. 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 66997459 3354477 62113012 196475285 1 1 0 0 0 1 0 0 0 1 1 1 0 1 1 1 1 0 1 1 1 0 0 0 0 0 0 0 1 1 1 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0 1 0 0 0 0 1 680 0 1 3365 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 X 20 19 0 1 0 0 1 1 1 1 1 0 0 1 1 1 1 1 1 1 1 0 CA X RODNEY NEAL 9095584515 11145 ANDERSON ST LOMA LINDA CA 92350 RICHARD H HART 25.00 X X 0 437391 38502 LOWELL C COOPER 1.00 X 0 0 0 CAROL ALLEN 1.00 X 0 250 0 MATTHEW BEDIAKO 1.00 X 0 0 0 ROBERT CARMEN 1.00 X 0 500 0 RICARDO GRAHAM 1.00 X 0 250 0 CARI DOMINGUEZ 1.00 X 0 0 0 GARLAND DULAN 1.00 X 0 0 0 DANIEL JACKSON 1.00 X 0 0 0 DONALD KING 1.00 X 0 250 0 ROBERT LEMON 1.00 X 0 250 0 CARLTON LOFGREN 1.00 X 0 500 0 JAN PAULSEN 1.00 X 0 0 0 MONICA REED 1.00 X 0 0 0 GORDON RETZER 1.00 X 0 250 0 DON SCHNEIDER 1.00 X 0 0 0 CLAUDETTE SHEPHARD 1.00 X 0 250 0 JUDY STORFJELL 1.00 X 0 500 0 ERIC TSAO 1.00 X 0 500 0 PATRICK WONG 1.00 X 0 250 0 MARK JOHNSON 1.00 X 0 250 0 GINA BROWN 1.00 X 0 0 0 SHIRLEY CHANG 1.00 X 0 0 0 JERE CHRISPENS 1.00 X 0 250 0 STEVEN FILLER 1.00 X 0 0 0 CHRISTINE FRIESTAD 1.00 X 0 0 0 THOMAS LEMON 1.00 X 0 0 0 MAX TORKELSEN 1.00 X 0 0 0 DAVE WEIGLEY 1.00 X 0 0 0 DAVID WILLIAMS 1.00 X 0 0 0 LISA BEARDSLEY 1.00 X 0 250 0 GT NG 1.00 X 0 0 0 TED WILSON 1.00 X 0 250 0 KEVIN J LANG 8.00 X 0 668179 74347 RONALD L CARTER 40.00 X 0 168001 24487 DAVID P HARRIS 40.00 X 0 159043 28958 BRIAN S BULL 5.00 X 0 0 0 MYRNA HANNA 1.00 X 0 108894 20014 HENRY R HADLEY 40.00 X 0 400830 67862 RODNEY NEAL 40.00 X 50530 87135 24602 RICKY WILLIAMS 40.00 X 134990 0 25222 MELVIN SAUDER 10.00 X 0 211443 1960 MARK HUBBARD 1.00 X 0 367810 49179 LESLIE POLLARD 20.00 X 0 172986 11933 ROBERT FROST 1.00 X 0 155437 24014 BOYD SANDERS 1.00 X 0 116296 20638 ANGELA LALAS 1.00 X 0 128236 21695 DONALD WRIGHT 1.00 X 0 76956 9716 MARILYN HERRMANN 40.00 X 159325 0 27413 WALTER HUGHES 40.00 X 178544 0 31974 CHARLES GOODACRE 40.00 X 249574 0 33270 ALAN HERFORD 40.00 X 436776 0 30740 DONALD STILSON 40.00 X 507538 0 13981 JOHN LEYMAN 40.00 X 379480 0 21026 LARY TRAPP 40.00 X 356575 0 20689 RICHARD DUNBAR 40.00 X 504754 0 13941 VERLON W STRAUSS 40.00 X 0 173838 19688 2958086 3437225 655851 199 1 1 0 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 5 12865735 33901977 24736851 738933 71504563 TUITION AND FEES 611600 124512482 124512482 CLINIC INCOME 621400 23142666 23142666 RESEARCH CONTRACTS 541700 5216306 5216306 152871454 95759 -76175 171934 34472 34472 7152723 6719976 432747 432747 432747 1453249057 1429959021 23290036 23290036 23290036 13022644 16848879 -3826235 693214 -4519449 POWER PLANT 221000 13902042 13902042 INDEPENDENT OPERATIONS 445100 13488653 46495 13442158 OTHER REVENUE 900099 6799697 6799697 34190392 278593188 152871454 663534 53553637 7090759 7090759 1940676 1940676 173838 173838 108439493 106842522 1061112 535859 7621344 7509890 87819 23635 19091485 18394896 528109 168480 6928004 6804393 79569 44042 1750033 1750033 241642 241642 38761 38761 20343954 12339354 8004600 2271292 1698752 572540 15477577 10521807 4858214 97556 1745537 1417658 327879 13294744 4514419 8780325 3501653 2856562 642136 2955 817433 726600 90833 4254926 29693 4225233 19853020 1091 19851929 1162344 335525 826819 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 10891637 5074030 5634662 182945 259156675 196475285 61622425 1058965 8350733 3128989 8058493 8551461 3266090 3178298 25851969 24935998 4320042 3680276 3409798 3047005 478758487 218169785 270295095 260588702 254069175 347191053 194941554 223932189 41121298 39569798 67040904 66731093 880725151 984534862 37653860 35467743 17355703 17879784 34860000 34200000 30159192 27800677 10162628 22011673 280827462 337067905 411018845 474427782 X 179230077 185971191 169390574 177554012 121085655 146581877 469706306 510107080 880725151 984534862 X 19436513 20964261 X X 0 1 1 X 1 1 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 6 869250 406000 2010223 1 1 207146060 10124550 17622031 2312933 232579708 199674467 8195774 5772008 6496189 207146060 231557074 7763282 -35945113 3700776 199674467 0.24400 0.59600 0.16000 0 0 34712349 34712349 315191761 105720189 209471572 124489480 112449596 12039884 4364897 4364897 260588702 48100421 F INTERNATIONAL EQUITY FUNDS 8376449 F NOTES RECEIVABLE 70244481 F HEDGE FUNDS 26242385 F REAL ESTATE 69481609 F OTHER 1486844 F 223932189 IRREVOCABLE TRUSTS 56565396 OTHER ASSETS 10165697 66731093 ANNUITIES, TRUSTS AND AGENCIES 5075865 TRUSTS LIABILITIES 32604765 AMOUNTS HELD FOR OTHERS 267596629 NON-OPERATING LIABILITY 31790646 337067905 278593188 259156675 19436513 20964261 20964261 40400774 304542764 20964261 20964261 283578503 -4985315 -4985315 278593188 264141990 12076073 12076073 252065917 7090758 7090758 259156675 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. 1 1 1 1 1 1 1 0 0 0 1 0 0 0 0 1 0 1 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. 1 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 0 16 1 50 1 66 49095 797173 846268 1 1 1 1 1 0 1 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 PROCEDURE FOR MONITORING GRANTS IN THE U.S.: PART I, LINE 2: 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. 1 1 0 0 0 0 0 0 0 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 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. SUPPLEMENTAL INFORMATION 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. CALIFORNIA MUNICIPAL FINANCE AUTHORITY REVENUE 201563466 13048TCN1 2007-11-14 36364641 ACQUIRE, CONSTRUCT, EXPAND STUDENT HOUSING; UPGRADE POWER PLANT 0 0 0 36364641 2439254 700543 33303086 2010 0 0 1 1 0 0 0 0 1 0.00000 0.00000 0.00000 1 0 0 0 0 0 0 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 X 13910 FAIR MARKET VALUE X 9797 FAIR MARKET VALUE X 101349 123537 FAIR MARKET VALUE X 2 205700 FAIR MARKET VALUE X 1 5000 FAIR MARKET VALUE X 129397 380930 FAIR MARKET VALUE X GPS 1 59 FAIR MARKET VALUE 0 0 1 0 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. FORM 990, PART VI, SECTION B, LINE 12C GENERAL COUNSEL ANNUALLY OBTAINS STATEMENT OF DISCLOSURE FROM TRUSTEES, OFFICERS, ADMINISTRATORS, KEY EMPLOYEES, AND OTHERS WHO MAKE OR AFFECT SIGNIFICANT DECISIONS AND REVIEWS THE FINDINGS WITH APPROPRIATE BOARDS AND COMMITTEES. THE BOARD OF TRUSTEES MAKES THE DECISIONS REGARDING QUESTIONS WHICH HAVE NOT BEEN SATISFACTORILY ANSWERED AFTER ADMINISTRATIVE CONSIDERATION. FORM 990, PART VI, SECTION B, LINE 15 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 C, LINE 19 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) CHANGES IN NET ASSETS OR FUND BALANCES: FORM 990, PART XI, LINE 5: 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 2C 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. METHODS USED TO ESTABLISH TOP MANAGEMENT OFFICIAL'S COMPENSATION. SCHEDULE J FORM 990, LINE 3 THE ORGANIZATION RELIED ON A RELATED ORGANIZATION THAT USED ONE OR MORE OF THE METHODS DESCRIBED TO ESTABLISH TOP MANAGEMENT OFFICIAL'S COMPENSATION. 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 LOMA LINDA UNIVERSITY ADVENTIST HEALTH SCIENCES CENTER 0 LLU MEDICAL CENTER 11234 ANDERSON ST LOMA LINDA CA 92354 953522679 HOSPITAL CA 501(C)(3) 3 LOMA LINDA UNIVERSITY ADVENTIST HEALTH SCIENCES CENTER 0 LOMA LINDA UNIVERSITY ADVENTIST HEALTH SCIENCES CENTER 11175 CAMPUS ST LOMA LINDA CA 92354 953804495 SERVICE ORGANIZATION CA 501(C)(3) 1 0 CHARITABLE REMAINDER TRUSTS (191) TRUST MANAGEMENT CA LOMA LINDA UNIVERSITY T CHARITABLE LEAD TRUSTS (2) TRUST MANAGEMENT CA LOMA LINDA UNIVERSITY T 0 0 1 1 0 0 0 0 1 1 1 1 1 1 1 1 1 1