LOMA LINDA UNIVERSITY SHARED SERVICES: Form 990, tax year 2010

View the entire original 990 at ProPublica ↗

Organization
LOMA LINDA UNIVERSITY SHARED SERVICES (EIN 81-0661056)
Tax period
2010-01-01 to 2010-12-31
Filed
2011-11-14
IRS object ID
201113189349307686
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 ReturnHeader

FieldValueIRS element (for citing)
Timestamp2011-11-14T18:55:59-06:00Timestamp
Tax Period End Date2010-12-31TaxPeriodEndDate
Return Type990ReturnType
Tax Period Begin Date2010-01-01TaxPeriodBeginDate

Filer Filer

FieldValueIRS element (for citing)
EIN810661056EIN

Name Name

FieldValueIRS element (for citing)
Business Name Line1LOMA LINDA UNIVERSITY HEALTH SERVICES INCBusinessNameLine1
FieldValueIRS element (for citing)
Name ControlLOMANameControl
Phone9095584534Phone

US Address USAddress

FieldValueIRS element (for citing)
Address Line111175 CAMPUS STREET CSP NO 11006AddressLine1
CityLOMA LINDACity
StateCAState
ZIP Code92354ZIPCode

Officer Officer

FieldValueIRS element (for citing)
NameKEVIN J LANGName
TitlePRESIDENTTitle
Phone9095587570Phone
Date Signed2011-11-11DateSigned
FieldValueIRS element (for citing)
Tax Year2010TaxYear
Build TS2016-02-24 21:20:13ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Name Of Principal Officer PersonKEVIN J LANGNameOfPrincipalOfficerPerson

Address Principal Officer US AddressPrincipalOfficerUS

FieldValueIRS element (for citing)
Address Line111175 CAMPUS STREET CSP 11006AddressLine1
CityLOMA LINDACity
StateCAState
ZIP Code92354ZIPCode
FieldValueIRS element (for citing)
Gross Receipts48032785GrossReceipts
Group Return For Affiliates0GroupReturnForAffiliates
Group Exemption Number1071GroupExemptionNumber
Organization501c3XOrganization501c3
Web SiteN/AWebSite
Type Of Organization CorporationXTypeOfOrganizationCorporation
Year Formation2004YearFormation
State Legal DomicileCAStateLegalDomicile
Activity Or Mission DescriptionTO PARTICIPATE IN CHRIST'S MINISTRY OF HEALTH, HEALING, AND WHOLENESS FOR: EDUCATION, HEALTHCARE, AND RESEARCH BY PROVIDING SUPPORT TO THE LLUAHSC ENTITIES.ActivityOrMissionDescription
Nbr Voting Members Governing Body5NbrVotingMembersGoverningBody
Nbr Independent Voting Members0NbrIndependentVotingMembers
Total Nbr Employees579TotalNbrEmployees
Total Nbr Volunteers0TotalNbrVolunteers
Total Gross UBI0TotalGrossUBI
Net Unrelated Business Txbl Income0NetUnrelatedBusinessTxblIncome
Contributions Grants Prior Year0ContributionsGrantsPriorYear
Contributions Grants Current Year0ContributionsGrantsCurrentYear
Program Service Revenue Prior Year47006964ProgramServiceRevenuePriorYear
Program Service Revenue CY48031886ProgramServiceRevenueCY
Investment Income Prior Year-27559InvestmentIncomePriorYear
Investment Income Current Year899InvestmentIncomeCurrentYear
Other Revenue Prior Year0OtherRevenuePriorYear
Other Revenue Current Year0OtherRevenueCurrentYear
Total Revenue Prior Year46979405TotalRevenuePriorYear
Total Revenue Current Year48032785TotalRevenueCurrentYear
Grants And Similar Amnts Prior Year16900GrantsAndSimilarAmntsPriorYear
Grants And Similar Amnts CY600GrantsAndSimilarAmntsCY
Benefits Paid To Members Prior Year0BenefitsPaidToMembersPriorYear
Benefits Paid To Members CY0BenefitsPaidToMembersCY
Salaries Etc Prior Year26571775SalariesEtcPriorYear
Salaries Etc Current Year27249306SalariesEtcCurrentYear
Total Prof Fundrsng Exp Prior Year0TotalProfFundrsngExpPriorYear
Total Prof Fundrsng Exp CY0TotalProfFundrsngExpCY
Total Fundrsng Exp Current Year3482554TotalFundrsngExpCurrentYear
Other Expense Prior Year18123443OtherExpensePriorYear
Other Expenses Current Year20005733OtherExpensesCurrentYear
Total Expenses Prior Year44712118TotalExpensesPriorYear
Total Expenses Current Year47255639TotalExpensesCurrentYear
Revenues Less Expenses Prior Year2267287RevenuesLessExpensesPriorYear
Revenues Less Expenses CY777146RevenuesLessExpensesCY
Total Assets BOY15637265TotalAssetsBOY
Total Assets EOY15388759TotalAssetsEOY
Total Liabilities BOY12794559TotalLiabilitiesBOY
Total Liabilities EOY12689063TotalLiabilitiesEOY
Net Assets Or Fund Balances BOY2842706NetAssetsOrFundBalancesBOY
Net Assets Or Fund Balances EOY2699696NetAssetsOrFundBalancesEOY
Mission DescriptionTO PARTICIPATE IN CHRIST'S MINISTRY OF HEALTH, HEALING, AND WHOLENESS FOR: EDUCATION, HEALTHCARE, AND RESEARCH BY PROVIDING SUPPORT TO THE LLUAHSC ENTITIES.MissionDescription
Significant New Program Services0SignificantNewProgramServices
Significant Change0SignificantChange
Expense41703126Expense
Revenue48032785Revenue
DescriptionLLUHS PROVIDES SUPPORT SERVICES FOR ALL LLUAHSC ENTITIES WHICH INCLUDE HOSPITALS AND SCHOOLS. THE SERVICES PROVIDED INCLUDE HRM, PAYROLL, MAIL SERVICES, SECURITY SERVICES, PUBLIC RELATIONS, SPONSORED RESEARCH MANAGEMENT, COMPLIANCE, INTERNAL AUDIT AND MANY OTHER SERVICES.Description
Total Program Service Expense41703126TotalProgramServiceExpense
Described In501 C31DescribedIn501C3
Schedule B Required0ScheduleBRequired
Political Activities0PoliticalActivities
Lobbying Activities0LobbyingActivities
Donor Advised Funds0DonorAdvisedFunds
Conservation Easements0ConservationEasements
Collections Of Art0CollectionsOfArt
Credit Counseling0CreditCounseling
Term Or Permanent Endowments0TermOrPermanentEndowments
Report Land Bldg Equip1ReportLandBldgEquip
Report Invest Oth Securities0ReportInvestOthSecurities
Report Prog Rel Invest0ReportProgRelInvest
Report Other Assets0ReportOtherAssets
Report Other Liabilities1ReportOtherLiabilities
Report Fin48 Footnote0ReportFin48Footnote
Independent Audit Financial Stmt0IndependentAuditFinancialStmt
Consolidated Audit Financial Stmt1ConsolidatedAuditFinancialStmt
School0School
Foreign Office1ForeignOffice
Foreign Activities0ForeignActivities
More Than5000 K To Organizations0MoreThan5000KToOrganizations
More Than5000 K To Individuals0MoreThan5000KToIndividuals
Professional Fundraising0ProfessionalFundraising
Fundraising Activities0FundraisingActivities
Gaming0Gaming
Hospital0Hospital
Grants To Organizations0GrantsToOrganizations
Grants To Individuals0GrantsToIndividuals
Schedule J Required1ScheduleJRequired
Tax Exempt Bonds0TaxExemptBonds
Excess Benefit Transaction0ExcessBenefitTransaction
Prior Excess Benefit Transaction0PriorExcessBenefitTransaction
Loan To Officer Or DQP0LoanToOfficerOrDQP
Grant To Related Person0GrantToRelatedPerson
Bsnss Rltnshp With Organization0BsnssRltnshpWithOrganization
Bsnss Rltnshp Thru Family Member0BsnssRltnshpThruFamilyMember
Officer Entity With Bsnss Rltnshp0OfficerEntityWithBsnssRltnshp
Deductible Non Cash Contributions0DeductibleNonCashContributions
Deductible Contributions Of Art0DeductibleContributionsOfArt
Terminated0Terminated
Partial Liquidation0PartialLiquidation
Disregarded Entity0DisregardedEntity
Related Entity1RelatedEntity
Related Org Controlled Entity0RelatedOrgControlledEntity
Transaction Related Entity0TransactionRelatedEntity
Transfers To Exempt Non Chrtbl Org0TransfersToExemptNonChrtblOrg
Activities Conducted Partnership0ActivitiesConductedPartnership
Schedule O Required1ScheduleORequired
Number Forms Transmitted With109625NumberFormsTransmittedWith1096
Number W2 G Included0NumberW2GIncluded
Number Of Employees579NumberOfEmployees
Employment Tax Returns Filed1EmploymentTaxReturnsFiled
Unrelated Business Income0UnrelatedBusinessIncome
Foreign Financial Account0ForeignFinancialAccount
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTrans
Taxable Party Notification0TaxablePartyNotification
Non Deductible Contributions0NonDeductibleContributions
Quid Pro Quo Contributions0QuidProQuoContributions
Form8282 Property Disposed Of0Form8282PropertyDisposedOf
Funds To Pay Premiums0FundsToPayPremiums
Premiums Paid0PremiumsPaid
Indoor Tanning Services0IndoorTanningServices
Info In Schedule O Part VIXInfoInScheduleOPartVI
Nbr Voting Governing Body Members5NbrVotingGoverningBodyMembers
Number Independent Voting Members0NumberIndependentVotingMembers
Family Or Business Relationship0FamilyOrBusinessRelationship
Delegation Of Management Duties0DelegationOfManagementDuties
Changes To Organizing Docs0ChangesToOrganizingDocs
Material Diversion Or Misuse0MaterialDiversionOrMisuse
Members Or Stockholders1MembersOrStockholders
Election Of Board Members1ElectionOfBoardMembers
Decisions Subject To Approval1DecisionsSubjectToApproval
Minutes Of Governing Body1MinutesOfGoverningBody
Minutes Of Committees1MinutesOfCommittees
Officer Mailing Address0OfficerMailingAddress
Local Chapters0LocalChapters
Form990 Provided To Governing Body1Form990ProvidedToGoverningBody
Conflict Of Interest Policy1ConflictOfInterestPolicy
Annual Disclosure Covered Persons1AnnualDisclosureCoveredPersons
Regular Monitoring Enforcement1RegularMonitoringEnforcement
Whistleblower Policy1WhistleblowerPolicy
Document Retention Policy1DocumentRetentionPolicy
Compensation Process CEO1CompensationProcessCEO
Compensation Process Other1CompensationProcessOther
Investment In Joint Venture0InvestmentInJointVenture
Other WebsiteXOtherWebsite
Upon RequestXUponRequest

The Books Are In Care Of TheBooksAreInCareOf

Name Business NameBusiness

FieldValueIRS element (for citing)
Business Name Line1ANGELA LALASBusinessNameLine1
FieldValueIRS element (for citing)
Telephone Number9095584534TelephoneNumber

Address US AddressUS

FieldValueIRS element (for citing)
Address Line111175 CAMPUS STREET CSP 11006AddressLine1
CityLOMA LINDACity
StateCAState
ZIP Code92354ZIPCode

Form990 Part VII Section A Form990PartVIISectionA (14 entries)

TitleTitleAverage Hours Per WeekAverageHoursPerWeekIndividual Trustee Or DirectorIndividualTrusteeOrDirectorReportable Comp From OrganizationReportableCompFromOrganizationReportable Comp From Related OrgsReportableCompFromRelatedOrgsOther CompensationOtherCompensationOfficerOfficerKey EmployeeKeyEmployeeHighest Compensated EmployeeHighestCompensatedEmployee
HART RICHARD
BRD MEMBER, CHARI1.00X043739138502
LANG KEVIN J
BOARD MEMBER, PRESIDENT1.00X066817974347X
FIKE RUTHITA
BOARD MEMBER1.00X01003324-5617
HADLEY H ROGER
BOARD MEMBER1.00X040083067862
FROST ROBERT
CFO (THROUGH 06/30/10)40.00155437024014X
HUBBARD MARK
EXECUTIVE VICE PRESIDENT1.00036781049179X
BULL BRIAN
CORPORATE SECRETARY1.00000X
LALAS ANGELA
CFO (AS OF 07/01/10)40.00128236021695X
NORTONLIZETTE O
ASSISTANT VP (THROUGH 07/02/10)40.00202343014285XX
ZIRKELBACH MARK E
CIO40.00326251032834X
WINSLOW GERALD
VP-SPIRITUAL LIFE & WHOLENESS1.00024343538230X
HOLMESTROY
EXEC DIR-CONTRACTING40.00190856026550X
POLLARD LESLIE
VP-DIVERSITY & COMMUNITY PARNTERSHIPS40.00017298611932X
TUELLER ARLIN REED
DIRECTOR OF SPONSORED PROJECTS MANAGEMENT40.00160137014818X
FieldValueIRS element (for citing)
Total Reportable Comp From Org1163260TotalReportableCompFromOrg
Total Reportable Comp Frm Rltd Orgs3293955TotalReportableCompFrmRltdOrgs
Total Other Compensation408631TotalOtherCompensation
Number Individuals GT100 K39NumberIndividualsGT100K
Formers Listed0FormersListed
Total Comp GT150 K1TotalCompGT150K
Compensation From Other Sources0CompensationFromOtherSources

Contractor Compensation ContractorCompensation (5 entries)

Address Line1AddressOfContractor/AddressUS/AddressLine1CityAddressOfContractor/AddressUS/CityStateAddressOfContractor/AddressUS/StateZIP CodeAddressOfContractor/AddressUS/ZIPCodeDescription Of ServicesDescriptionOfServicesCompensationCompensation
UNITED STATES POSTAL SERVICE
TEAM-ONE-TMS CITIBANK LOCK BOX02NEW CASTLEDE19720POSTAGE900133
CEDARCRESTONE INC
P O BOX 402521ATLANTAGA303842521SOFTWARE LICENSE & MAINTENANCE884448
BCSSYSTEMS
10333 RICHMOND AVE SUITE 610HOUSTONTX77042SOFTWARE LICENSE & MAINTENANCE717037
BAYARD ADVERTISING AGENCY INC
ATTN ACCOUNTS RECEIVABLE 902 BROANEW YORKNY10010ADVERTISING523524
ORACLE USA INC
P O BOX 44471SAN FRANSICSOCA941444471SOFTWARE LICENSE & MAINTENANCE333733
FieldValueIRS element (for citing)
Number Of Contractors GT100 K18NumberOfContractorsGT100K

Program Service Revenue ProgramServiceRevenue

FieldValueIRS element (for citing)
DescriptionASSESSMENT FEESDescription
Business Code561000BusinessCode
Total Revenue Column48031886TotalRevenueColumn
Related Or Exempt Function Income48031886RelatedOrExemptFunctionIncome
FieldValueIRS element (for citing)
Total Program Service Revenue48031886TotalProgramServiceRevenue

Gross Amount Sales Assets GrossAmountSalesAssets

FieldValueIRS element (for citing)
Securities899Securities

Gain Or Loss GainOrLoss

FieldValueIRS element (for citing)
Securities899Securities

Net Gain Or Loss Investments NetGainOrLossInvestments

FieldValueIRS element (for citing)
Total Revenue Column899TotalRevenueColumn
Related Or Exempt Function Income899RelatedOrExemptFunctionIncome

Total Revenue TotalRevenue

FieldValueIRS element (for citing)
Total Revenue Column48032785TotalRevenueColumn
Related Or Exempt Function Income48032785RelatedOrExemptFunctionIncome
Unrelated Business Revenue0UnrelatedBusinessRevenue
Exclusion$0ExclusionAmount

Grants To Domestic Orgs GrantsToDomesticOrgs

FieldValueIRS element (for citing)
Total600Total
Program Services600ProgramServices

Comp Current Officers Directors CompCurrentOfficersDirectors

FieldValueIRS element (for citing)
Total546011Total
Program Services546011ProgramServices

Other Salaries And Wages OtherSalariesAndWages

FieldValueIRS element (for citing)
Total18681965Total
Program Services16413750ProgramServices
Management And General501183ManagementAndGeneral
Fundraising1767032Fundraising

Pension Plan Contributions PensionPlanContributions

FieldValueIRS element (for citing)
Total1024465Total
Program Services730543ProgramServices
Management And General220660ManagementAndGeneral
Fundraising73262Fundraising

Other Employee Benefits OtherEmployeeBenefits

FieldValueIRS element (for citing)
Total5007973Total
Program Services4863812ProgramServices
Management And General-385478ManagementAndGeneral
Fundraising529639Fundraising

Payroll Taxes PayrollTaxes

FieldValueIRS element (for citing)
Total1988892Total
Program Services1468684ProgramServices
Management And General391022ManagementAndGeneral
Fundraising129186Fundraising

Fees For Services Legal FeesForServicesLegal

FieldValueIRS element (for citing)
Total98927Total
Management And General98052ManagementAndGeneral
Fundraising875Fundraising

Fees For Services Accounting FeesForServicesAccounting

FieldValueIRS element (for citing)
Total307975Total
Management And General307975ManagementAndGeneral

Fees For Services Other FeesForServicesOther

FieldValueIRS element (for citing)
Total4066529Total
Program Services3597279ProgramServices
Management And General190429ManagementAndGeneral
Fundraising278821Fundraising

Advertising Advertising

FieldValueIRS element (for citing)
Total746749Total
Program Services741998ProgramServices
Management And General1000ManagementAndGeneral
Fundraising3751Fundraising

Office Expenses OfficeExpenses

FieldValueIRS element (for citing)
Total9235170Total
Program Services8882971ProgramServices
Management And General16908ManagementAndGeneral
Fundraising335291Fundraising

Occupancy Occupancy

FieldValueIRS element (for citing)
Total1030164Total
Program Services878146ProgramServices
Management And General4150ManagementAndGeneral
Fundraising147868Fundraising

Travel Travel

FieldValueIRS element (for citing)
Total400157Total
Program Services306484ProgramServices
Management And General26005ManagementAndGeneral
Fundraising67668Fundraising

Conferences Meetings ConferencesMeetings

FieldValueIRS element (for citing)
Total400869Total
Program Services375602ProgramServices
Management And General5050ManagementAndGeneral
Fundraising20217Fundraising

Interest Interest

FieldValueIRS element (for citing)
Total33915Total
Program Services31038ProgramServices
Management And General2877ManagementAndGeneral

Depreciation Depletion DepreciationDepletion

FieldValueIRS element (for citing)
Total1946823Total
Program Services1944497ProgramServices
Fundraising2326Fundraising

Insurance Insurance

FieldValueIRS element (for citing)
Total436966Total
Management And General436848ManagementAndGeneral
Fundraising118Fundraising

Other Expenses OtherExpenses (5 entries)

DescriptionDescriptionTotalTotalProgram ServicesProgramServicesManagement And GeneralManagementAndGeneralFundraisingFundraising
OTHER EXPENSES961119601821248432110866
PRIOR YEAR EXPENSE198405198405
DUES & SUBSCRIPTIONS11388093911481815151
LICENSES & TAXES246242459628
AUDIOVISUAL34612978483

Total Functional Expenses TotalFunctionalExpenses

FieldValueIRS element (for citing)
Total47255639Total
Program Services41703126ProgramServices
Management And General2069959ManagementAndGeneral
Fundraising3482554Fundraising

Cash Non Interest Bearing CashNonInterestBearing

FieldValueIRS element (for citing)
EOY839001EOY

Accounts Receivable AccountsReceivable

FieldValueIRS element (for citing)
BOY8147827BOY
EOY6674729EOY

Inventories For Sale Or Use InventoriesForSaleOrUse

FieldValueIRS element (for citing)
BOY33958BOY
EOY44172EOY

Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges

FieldValueIRS element (for citing)
BOY328571BOY
EOY307132EOY
FieldValueIRS element (for citing)
Land Buildings Equipment Basis20277249LandBuildingsEquipmentBasis
Land Bldg Equipment Accum Deprec12753524LandBldgEquipmentAccumDeprec

Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet

FieldValueIRS element (for citing)
BOY7126909BOY
EOY7523725EOY

Total Assets TotalAssets

FieldValueIRS element (for citing)
BOY15637265BOY
EOY15388759EOY

Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses

FieldValueIRS element (for citing)
BOY11747097BOY
EOY12248641EOY

Other Liabilities OtherLiabilities

FieldValueIRS element (for citing)
BOY1047462BOY
EOY440422EOY

Total Liabilities TotalLiabilities

FieldValueIRS element (for citing)
BOY12794559BOY
EOY12689063EOY
FieldValueIRS element (for citing)
Follow SFAS117XFollowSFAS117

Unrestricted Net Assets UnrestrictedNetAssets

FieldValueIRS element (for citing)
BOY2842706BOY
EOY2699696EOY

Total Net Assets Fund Balances TotalNetAssetsFundBalances

FieldValueIRS element (for citing)
BOY2842706BOY
EOY2699696EOY

Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances

FieldValueIRS element (for citing)
BOY15637265BOY
EOY15388759EOY
FieldValueIRS element (for citing)
Info In Schedule O Part XIXInfoInScheduleOPartXI
Reconcilation Revenue Expenses777146ReconcilationRevenueExpenses
Reconcilation Other Changes-920156ReconcilationOtherChanges
Info In Schedule O Part XIIXInfoInScheduleOPartXII
Method Of Accounting AccrualXMethodOfAccountingAccrual
Accountant Compile Or Review0AccountantCompileOrReview
FS Audited1FSAudited
Audit Committee1AuditCommittee
Financial Statement ConsolidatedXFinancialStatementConsolidated
Federal Grant Audit Required0FederalGrantAuditRequired

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Church170b1 AiXChurch170b1Ai

Schedule D IRS990ScheduleD

Leasehold Improvements LeaseholdImprovements

FieldValueIRS element (for citing)
Other Cost Or Other Basis1220049OtherCostOrOtherBasis
Depreciation954070Depreciation
Book Value265979BookValue

Equipment Equipment

FieldValueIRS element (for citing)
Other Cost Or Other Basis18592556OtherCostOrOtherBasis
Depreciation11799454Depreciation
Book Value6793102BookValue

Other Land Buildings OtherLandBuildings

FieldValueIRS element (for citing)
Other Cost Or Other Basis464644OtherCostOrOtherBasis
Book Value464644BookValue
FieldValueIRS element (for citing)
Total Of Book Value Land Buildings7523725TotalOfBookValueLandBuildings

Other Liabilities OtherLiabilities (2 entries)

DescriptionDescriptionAmountAmount
UNSECURED NOTE TO RELATED PARTY$97,102
UNSECURED NOTE TO RELATED PARTY$343,320
FieldValueIRS element (for citing)
Total Of Amounts440422TotalOfAmounts

Form990 Schedule D Part XIV Form990ScheduleDPartXIV

FieldValueIRS element (for citing)
IdentifierDESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48:Identifier
Return ReferencePART X:ReturnReference
ExplanationTHE LLUHS FINANCIAL STATEMENTS FOR 2010 DID NOT CONTAIN A FOOTNOTE REGARDING LLUHS' LIABILITY FOR UNCERTAIN TAX PROVISIONS UNDER FIN 48 (ASC 740). THE ADOPTION OF FIN 48 DID NOT HAVE A MATERIAL IMPACT ON THE COMBINED FINANCIAL POSITION, RESULTS OF OPERATIONS OR CASH FLOWS OF LLUHS.Explanation

Schedule I IRS990ScheduleI

FieldValueIRS element (for citing)
Records Maintained1RecordsMaintained

Recipient Table RecipientTable

FieldValueIRS element (for citing)
Purpose Of GrantADVERTISEMENT TO SUPPORT SILANG PIONEERS PROJECTADVERTISEMENT TO SUPPORT SILANG PIONEERS PROJECTPurposeOfGrant

Form990 Schedule I Part IV Form990ScheduleIPartIV

FieldValueIRS element (for citing)
IdentifierPROCEDURE FOR MONITORING GRANTS IN THE U.S.:Identifier
Return ReferencePART I, LINE 2:ReturnReference
ExplanationSCHEDULE I, PART I, LINE 2: DISBURSEMENTS FOR GRANTS AND OTHER ASSISTANCE ARE REVIEWED AND APPROVED BY MANAGEMENT PRIOR TO DISBURSEMENT. PERIODIC REPORTS ON THE USE OF THE GRANT FUNDS ARE RECEIVED FROM THE RECIPIENT ORGANIZATION TO ENSURE THAT GRANT FUNDS ARE EXPENDED ACCORDING TO THE STATED PURPOSE.Explanation

Schedule J IRS990ScheduleJ

FieldValueIRS element (for citing)
Travel For CompanionsXTravelForCompanions
Idemnification Gross Up PaymentsXIdemnificationGrossUpPayments
Written Policy Re T And E Expenses1WrittenPolicyReTAndEExpenses
Substantiation Required1SubstantiationRequired
Compensation CommitteeXCompensationCommittee
Independent ConsultantXIndependentConsultant
Written Employment ContractXWrittenEmploymentContract
Compensation SurveyXCompensationSurvey
Board Or Committee ApprovalXBoardOrCommitteeApproval
Severance Payment0SeverancePayment
Supplemental Nonqual Retire Plan0SupplementalNonqualRetirePlan
Equity Based Comp Arrangement0EquityBasedCompArrangement
Comp Based On Revenue Of Filing Org0CompBasedOnRevenueOfFilingOrg
Comp Based On Revenue Related Orgs0CompBasedOnRevenueRelatedOrgs
Comp Based Net Earnings Filing Org0CompBasedNetEarningsFilingOrg
Comp Based Net Earnings Relate Orgs1CompBasedNetEarningsRelateOrgs
Any Non Fixed Payments0AnyNonFixedPayments
Initial Contract Exception0InitialContractException

Form990 Schedule J Part II Form990ScheduleJPartII (12 entries)

Base Compensation Filing OrgBaseCompensationFilingOrgComp Based On Related OrgsCompBasedOnRelatedOrgsBonus Filing OrgBonusFilingOrgBonus Related OrgsBonusRelatedOrgsOther Compensation Filing OrgOtherCompensationFilingOrgOther Compensation Related OrgsOtherCompensationRelatedOrgsDeferred Comp Filing OrgDeferredCompFilingOrgDeferred Comp Related OrgsDeferredCompRelatedOrgsNontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgNontaxable Benefits Related OrgsNontaxableBenefitsRelatedOrgsTotal Compensation Filing OrgTotalCompensationFilingOrgTotal Compensation Related OrgsTotalCompensationRelatedOrgsComp Report Prior990 Filing OrgCompReportPrior990FilingOrgComp Report Prior990 Related OrgsCompReportPrior990RelatedOrgs
HART RICHARD
035000000087391015014023488047589300
LANG KEVIN J
0506292000161887015014059333074252600
FIKE RUTHITA
06143200003890040150140-20631099770700
HADLEY H ROGER
033126000069570015014052848046869200
FROST ROBERT
13569501785017957087450152690179451000
HUBBARD MARK
028752500080285015014034165041698900
NORTONLIZETTE O
7602000012632304770095150216628000
ZIRKELBACH MARK E
305915012526078100151240177100359085000
WINSLOW GERALD
020646600036969011537026693028166500
HOLMESTROY
1351080256270301210108040157460217406000
POLLARD LESLIE
0137041000359450660605327018491900
TUELLER ARLIN REED
1452630001487405871089470174955000

Form990 Schedule J Part III Form990ScheduleJPartIII (3 entries)

Return ReferenceReturnReferenceExplanationExplanationIdentifierIdentifier
PART I, LINE 1ALLUHS' 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. LLUHS' 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, LINE 6LLUAHSC HAS AN INCENTIVE PLAN. PAYMENTS FOR INCENTIVE AWARDS ARE TRIGGERED ONLY IF, AMONG OTHER ESTABLISHED CRITERIA, NET INCOME EXCEEDS BUDGET BY AN ESTABLISHED PERCENTAGE.
PART IIIIRS FORM 990 DISCLOSURE ON SCHEDULE J PART III THE OFFICERS LISTED ON THE FORM 990, PART VII, LINE 1A OR ON SCHEDULE J, PART II ARE EMPLOYED BY LLUAHSC. LLUAHSC PAYS THE COMPENSATION FOR THE OFFICERS LISTED AND REPORTS THE COMPENSATION AMOUNTS ON FORM 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: FIKE, RUTHITA COMPENSATION, EXCLUDING THE SERP BENEFIT: 10% FUNDED BY LOMA LINDA UNIVERSITY BEHAVIORAL MEDICINE CENTER (LLUBMC) AND 90% FUNDED BY LLUMC SERP BENEFIT: 100% FUNDED BY LLUMC HADLEY, HENRY ROGER COMPENSATION: $50,000 FUNDED BY LOMA LINDA UNIVERSITY HEALTH CARE (LLUHC) PRIVATE PRACTICE COMPENSATION: FUNDED BY LOMA LINDA UNIVERSITY UROLOGY GROUP AND THE DEPARTMENT OF VETERAN AFFAIRS COMPENSATION IN EXCESS OF THE $50,000 FUNDED BY LLUHC AND THE PRIVATE PRACTICE COMPENSATION: 100% FUNDED BY LLU HART, RICHARD HENRY COMPENSATION, EXCLUDING SERP BENEFIT: 50% FUNDED BY LLU AND 50% FUNDED BY LLUMC SERP BENEFIT: 100% FUNDED BY LLUMC HUBBARD, MARK LEE COMPENSATION, EXCLUDING SERP BENEFIT: 20% FUNDED BY LLUAHSCS RISK MANAGEMENT DEPARTMENT AND 80% FUNDED BY LLUMC. SERP BENEFIT: 100% FUNDED BY LLUMC LANG, KEVIN J. COMPENSATION, EXCLUDING SERP BENEFIT: 70% FUNDED BY LLUMC, 17.5% FUNDED BY LLU, 7.5% FUNDED BY LLUHC, AND 5% FUNDED BY LLUBMC SERP BENEFIT: 92.5% FUNDED BY LLUMC AND 7.5% FUNDED BY LLUHC SEE SCHEDULE O FOR THE ALLOCATION OF HOURS DEVOTED TO RELATED ORGANIZATIONS FOR OFFICERS LISTED ON PART VII LINE 1A.SUPPLEMENTAL INFORMATION

Schedule O IRS990ScheduleO

General Explanation GeneralExplanation (10 entries)

IdentifierIdentifierExplanationExplanationReturn ReferenceReturnReference
FORM 990, PART VI, SECTION A, LINE 6CORPORATE MEMBERSHIP. THE CORPORATE MEMBERSHIP (THE "MEMBERSHIP") OF LLUHS PURSUANT TO SECTION 9310 OF THE CALIFORNIA NONPROFIT RELIGIOUS CORPORATION LAW SHALL BE LLUAHSC ACTING BY AND THROUGH ITS BOARD OF TRUSTEES, MEETING AS THE "MEMBERSHIP" OR ITS EXECUTIVE COMMITTEE TO THE EXTENT SPECIFICALLY PROVIDED HEREIN. THE MEMBERSHIP OF THE CORPORATE MEMBER MAY NOT BE ASSIGNED, TRANSFERRED OR ENCUMBERED IN ANY MANNER WHATSOEVER, EITHER VOLUNTARILY OR INVOLUNTARILY. UNLESS OTHERWISE SPECIFIED HEREIN, ALL QUESTIONS SHALL BE DETERMINED BY A MAJORITY OF THE MEMBER'S BOARD OF TRUSTEES, OR ITS EXECUTIVE COMMITTEE, AS APPLICABLE, PRESENT AND VOTING, UNLESS OTHERWISE SPECIFIED IN THE MEMBER'S BYLAWS.
FORM 990, PART VI, SECTION A, LINE 7ALLUAHSC, AS THE CORPORATE MEMBER, THROUGH ITS BOARD OF TRUSTEES HAS RESERVED POWERS TO APPOINT THE GOVERNING BOARD OF LLUHS AND TO REMOVE FROM OFFICE ANY TRUSTEE OF THE GOVERNING BOARD OF LLUHS WITH OR WITHOUT CAUSE.
FORM 990, PART VI, SECTION A, LINE 7BPOWERS RESERVED TO THE MEMBER. THE POWERS RESERVED FOR THE MEMBER, WHICH SHALL ONLY BE EXERCISED BY THE LLUAHSC BOARD UPON A MAJORITY VOTE OF ITS TRUSTEES PRESENT AND VOTING AT A REGULAR OR SPECIAL MEMBERSHIP MEETING WHENEVER A QUORUM IS PRESENT, ARE TO: 1. APPROVE OR RATIFY ALL CHANGES TO THE ARTICLES OF INCORPORATION OR BYLAWS OF LLUHS, AS THE MEMBER. ALL SUCH CHANGES TO THE ARTICLES OF INCORPORATION OR BYLAWS SHALL BE INITIATED BY THE BOARD OF LLUHS. 2. APPOINT THE BOARD FOR LLUHS 3. REMOVE FROM OFFICE ANY DIRECTOR OF LLUHS WITH OR WITHOUT CAUSE; 4. REVIEW AND CONSULT WITH THE BOARD OF DIRECTORS OF LLUHS REGARDING THE APPOINTMENT OF THE PRESIDENT/CHIEF EXECUTIVE OFFICER OF THIS ENTITY. HOWEVER, THE SELECTION, APPOINTMENT AND REMOVAL OF SUCH PRESIDENT AND CHIEF EXECUTIVE OFFICER IS THE LEGAL RESPONSIBILITY OF THE BOARD OF DIRECTORS OF LLUHS; 5. ESTABLISH GUIDELINES FOR THE BORROWING OF FUNDS BY LLUHS. 6. APPROVE ANY SIGNIFICANT CHANGE IN THE CORPORATE PURPOSES OF LLUHS. 7. APPROVE ANY MERGER, CONSOLIDATION, DISSOLUTION OR SALE OF LLUHS. 8. APPROVE ANY EXCEPTIONS TO THE GUIDELINES FOR THE BORROWING OF FUNDS BY LLUHS. 9. APPROVE MAJOR NEW CONSTRUCTION PROJECTS OF LLUHS; 10. APPROVE NEW CORPORATIONS SUBSIDIARIES TO LLUHS. 11. REVIEW THE ANNUAL AUDITED FINANCIAL STATEMENTS OF LLUHS; 12. RECEIVE THE ANNUAL BUDGETS OF LLUHS; 13. REQUIRE LLUHS TO ESTABLISH CONTRACTING GUIDELINES; AND 14. REQUIRE LLUHS TO HAVE A COMPLIANCE PROGRAM. IF THE MEMBERSHIP DOES NOT GIVE APPROVAL OR RATIFICATION OF AN ITEM UNDER THIS ARTICLE VII, THEN THE ITEM WILL BE RETURNED TO THE LLUHS BOARD OF DIRECTORS FOR RECONSIDERATION BEFORE RESUBMISSION. LIMITATION. NOTHING IN THESE BYLAWS IS INTENDED, NOR SHALL BE CONSTRUED, TO DIMINISH THE AUTHORITY OF THE LLUHS BOARD OF DIRECTORS OVER ITS OWN STRATEGIC, OPERATIONAL AND MANAGEMENT ISSUES AS REQUIRED BY CALIFORNIA LAW, ACCREDITING BODIES, AND/OR FINANCING DOCUMENTS.
FORM 990, PART VI, SECTION B, LINE 11THIS 990 IS REVIEWED BY INTERNAL AUDIT AND MANAGEMENT AND IS MADE AVAILABLE TO AUDIT COMMITTEE AND THE BOARD FOR REVIEW AND COMMENT BEFORE FILING.
GENERAL COUNSEL ANNUALLY OBTAINS STATEMENTS OF DISCLOSURE FROM TRUSTEES, OFFICERS, ADMINISTRATORS, KEY EMPLOYEES AND OTHERS WHO MAKE OR AFFECT SIGNIFICANT DECISIONS AND REVIEWS THE FINDINGS WITH APPROPRIATE BOARDS AND COMMITTEES. THE BOARD OF TRUSTEES MAKES THE DECISIONS REGARDING QUESTIONS WHICH HAVE NOT BEEN SATISFACTORILY ANSWERED AFTER ADMINISTRATIVE CONSIDERATION.FORM 990, PART VI, SECTION B, LINE 12C
LLUAHSC, LLUHS' PARENT ORGANIZATION, EMPLOYS AN INDEPENDENT OUTSIDE CONSULTING FIRM TO BENCHMARK COMPENSATION FOR LLUAHSC EMPLOYEES, INCLUDING THE CEO AND TOP MANAGEMENT. LLUAHSC PROVIDES MANAGEMENTS SERVICES FOR LLUHS. 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, LLUHS 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, HOSPITAL AFFAIRS & CEO, LLUMC HELD BY FIKE, RUTHITA J.. 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 EVP, HUMAN RESOURCES AND RISK MANAGEMENT HELD BY HUBBARD, MARK LEE.FORM 990, PART VI, SECTION B, LINE 15
LLUHS' 990 IS AVAILABLE ON THE GUIDESTAR WEBSITE AT WWW2.GUIDESTAR.ORG AND WILL BE MADE AVAILABLE FOR PUBLIC INSPECTION UPON REQUEST IN ACCORDANCE WITH IRS GUIDELINES.FORM 990, PART VI, SECTION C, LINE 18
LLUHS 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 (WWW2.GUIDESTAR.ORG).FORM 990, PART VI, SECTION C, LINE 19
CHANGES IN NET ASSETS OR FUND BALANCES:TRANSFERS TO AFFILIATES -920,000. OTHER ADJUSTMENT -156. TOTAL TO FORM 990, PART XI, LINE 5: -920,156.FORM 990, PART XI, LINE 5:
LLUAHSC HAS FINANCE AND AUDIT COMMITTEES OF THE BOARD OF TRUSTEES THAT ASSUME RESPONSIBILITY FOR OVERSIGHT OF THE FINANCIAL STATEMENT AUDIT AND SELECTION OF THE INDEPENDENT FIRM. THIS PROCESS HAS NOT CHANGED FROM PRIOR YEARS. LLUHS IS AN AFFILIATE OF LLUAHSC AND IS INCLUDED IN THIS PROCESS.990 PART XI, LINE 2C

Schedule R IRS990ScheduleR

Form990 Schedule R Part II Form990ScheduleRPartII (3 entries)

Address Line1AddressUS/AddressLine1CityAddressUS/CityStateAddressUS/StateZIP CodeAddressUS/ZIPCodeEINEINPrimary ActivitiesPrimaryActivitiesLegal Domicile StateLegalDomicileStateExempt Code SectionExemptCodeSectionPublic Charity StatusPublicCharityStatusBusiness Name Line1DirectControllingEntityName/BusinessNameLine1Controlled OrgControlledOrgDirect Controlling Entity NADirectControllingEntityNA
LOMA LINDA UNIVERSITY MEDICAL CENTER
11234 ANDERSON STREETLOMA LINDACA92354953522679HOSPITALCA501(C)(#3)3LLUAHSC0
LOMA LINDA UNIVERSITY ADVENTIST HEALTH SCIENCES CENTER
11175 CAMPUS STREET CSP 11006LOMA LINDACA92354953804495MANAGEMENT SERVICESCA501(C)(#3)10N/A
LOAMA LINDA UNIVERSITY BEHAVIORAL MEDICINE CNETER
1710 BARTON ROADREDLANDSCA92373330245579HOSPITALCA501(C)(#3)3LLUMC0
FieldValueIRS element (for citing)
Receipt Of Int Ann Rents Royalties0ReceiptOfIntAnnRentsRoyalties
Gift Grant Or Cap Contr To Other Org0GiftGrantOrCapContrToOtherOrg
Gift Grant Or Cap Contr Fr Other Org0GiftGrantOrCapContrFrOtherOrg
Loans Or Guarantees To Other Org0LoansOrGuaranteesToOtherOrg
Loans Or Guarantees From Other Org0LoansOrGuaranteesFromOtherOrg
Sale Of Assets To Other Org0SaleOfAssetsToOtherOrg
Purchase Of Assets From Other Org0PurchaseOfAssetsFromOtherOrg
Exchange Of Assets0ExchangeOfAssets
Rental Of Facilities To Other Orgs0RentalOfFacilitiesToOtherOrgs
Rental Of Facilities Fr Other Orgs0RentalOfFacilitiesFrOtherOrgs
Perform Of Services For Other Orgs1PerformOfServicesForOtherOrgs
Perform Of Services By Other Orgs1PerformOfServicesByOtherOrgs
Sharing Of Facilities1SharingOfFacilities
Sharing Of Paid Employees0SharingOfPaidEmployees
Reimbursement Paid To Other Org1ReimbursementPaidToOtherOrg
Reimbursement Paid By Other Org1ReimbursementPaidByOtherOrg
Other Transfer To Other Org1OtherTransferToOtherOrg
Other Transfer From Other Org1OtherTransferFromOtherOrg

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