LOMA LINDA UNIVERSITY: Form 990, tax year 2024

View the entire original 990 at ProPublica ↗

Organization
LOMA LINDA UNIVERSITY (EIN 95-1816009)
Tax period
2024-07-01 to 2025-06-30
Filed
2026-05-15
IRS object ID
202631359349310613
Schema version
2024v5.5
Source
Download XML · Original 990 at ProPublica

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

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2026-05-15T13:49:41-05:00ReturnTs
Tax Period End2025-06-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN390859910PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1BAKER TILLY ADVISORY GROUP LPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1225 S LAKE AVENUE SUITE 900AddressLine1Txt
CityPASADENACityNm
State AbbreviationCAStateAbbreviationCd
ZIP91101ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2024-07-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN951816009EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1LOMA LINDA UNIVERSITYBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlLOMABusinessNameControlTxt
Phone9095584515PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line111145 ANDERSON STREET 205AddressLine1Txt
CityLOMA LINDACityNm
State AbbreviationCAStateAbbreviationCd
ZIP92350ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonLEW MOWERYPersonNm
Person TitleVP FINANCE/ASST CORP SECRETARYPersonTitleTxt
Phone9095584515PhoneNum
Signature2026-05-15SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd
FieldValueIRS element (for citing)
IRS Responsible Prty Info CurrYes (1)IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonLAUREN A HAVERLOCKPreparerPersonNm
PTINP00545829PTIN
Phone3104770450PhoneNum
Preparation2026-05-15PreparationDt
FieldValueIRS element (for citing)
Tax2024TaxYr
Build TS2025-03-06 01:10:19ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerRICHARD H HARTPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line111175 CAMPUS ST STE 11006AddressLine1Txt
CityLOMA LINDACityNm
State AbbreviationCAStateAbbreviationCd
ZIP92350ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$804,174,801GrossReceiptsAmt
Group Return For Affiliates0GroupReturnForAffiliatesInd
Group Exemption1071GroupExemptionNum
Organization501c3Yes (X)Organization501c3Ind
Website AddressWWW.LLU.EDUWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation1910FormationYr
Legal Domicile StateCALegalDomicileStateCd
Activity Or MissionEDUCATING 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.ActivityOrMissionDesc
Voting Members Governing Body37VotingMembersGoverningBodyCnt
Voting Members Independent29VotingMembersIndependentCnt
Total Employee2752TotalEmployeeCnt
Total Volunteers2302TotalVolunteersCnt
Total Gross UBI$1,395,628TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$35,014,531PYContributionsGrantsAmt
CY Contributions Grants$36,918,810CYContributionsGrantsAmt
PY Program Service Revenue$265,600,760PYProgramServiceRevenueAmt
CY Program Service Revenue$283,917,620CYProgramServiceRevenueAmt
PY Investment Income$66,422,574PYInvestmentIncomeAmt
CY Investment Income$52,846,537CYInvestmentIncomeAmt
PY Other Revenue$30,768,666PYOtherRevenueAmt
CY Other Revenue$31,502,016CYOtherRevenueAmt
PY Total Revenue$397,806,531PYTotalRevenueAmt
CY Total Revenue$405,184,983CYTotalRevenueAmt
PY Grants And Similar Paid$18,585,963PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$23,683,112CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$0PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$183,511,032PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$185,207,918CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$0PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$5,684,232CYTotalFundraisingExpenseAmt
PY Other Expenses$178,723,294PYOtherExpensesAmt
CY Other Expenses$185,614,891CYOtherExpensesAmt
PY Total Expenses$380,820,289PYTotalExpensesAmt
CY Total Expenses$394,505,921CYTotalExpensesAmt
PY Revenues Less Expenses$16,986,242PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$10,679,062CYRevenuesLessExpensesAmt
Total Assets BOY$1,947,539,284TotalAssetsBOYAmt
Total Assets EOY$2,192,515,890TotalAssetsEOYAmt
Total Liabilities BOY$1,065,914,072TotalLiabilitiesBOYAmt
Total Liabilities EOY$1,286,660,743TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$881,625,212NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$905,855,147NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part IIIYes (X)InfoInScheduleOPartIIIInd
MissionLOMA 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.MissionDesc
Significant New Program Srvc0SignificantNewProgramSrvcInd
Significant Change0SignificantChangeInd
Expense$77,618,150ExpenseAmt
Grant$10,602,057GrantAmt
Revenue$65,835,122RevenueAmt
DescLOMA LINDA UNIVERSITY SCHOOL OF MEDICINE OPENED IN 1909. IT HAS BEEN ACCREDITED SINCE THE 1920S AND IS A MEMBER OF THE AMERICAN ASSOCIATION OF MEDICAL SCHOOLS. THE SCHOOL TRAINS SKILLED MEDICAL PROFESSIONALS WITH A COMMITMENT TO CHRISTIAN SERVICE AND MANY OF THE 210 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.Desc

Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp

FieldValueIRS element (for citing)
Expense$65,477,440ExpenseAmt
Grant$969,080GrantAmt
Revenue$68,090,883RevenueAmt
DescTHE SCHOOL OF DENTISTRY TRAINS STUDENTS IN THE DENTAL SCIENCES TO SERVE IN VARIOUS SETTINGS THROUGHOUT THE WORLD. DURING THE YEAR STUDENTS RECEIVED DEGREES IN DENTISTRY, DENTAL HYGIENE AND THE INTERNATIONAL DENTIST AND EIGHT POST GRADUATE PROGRAMS. THERE WERE MORE THAN 90,000 PATIENT VISITS IN VARIOUS CLINICS WHERE STUDENTS HONE THEIR CLINICAL SKILLS AND PREPARE FOR BOARD EXAMINATIONS. STUDENTS VOLUNTEER FOR SERVICE IN MOBILE CLINICS, HEALTH FAIRS, AND COMMUNITY CLINICS. DENTAL FACULTY ARE ACTIVE IN ADVANCING KNOWLEDGE THROUGH INTERNATIONAL LECTURES.Desc

Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp

FieldValueIRS element (for citing)
Expense$24,913,845ExpenseAmt
Grant$500,180GrantAmt
Revenue$27,094,304RevenueAmt
DescSCHOOL 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 SCIENCES, COMMUNICATION SCIENCES AND DISORDERS, HEALTH INFOMATICS AND INFORMATION MANAGEMENT AND ADMINISTRATION, NUTRITION AND DIETETICS, OCCUPATIONAL THERAPY, ORTHOTICS AND PROSTHETICS, PHYSICAL THERAPY, PHYSICIAN ASSISTANT SCIENCES, AND RADIATION TECHNOLOGY.Desc

Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp

FieldValueIRS element (for citing)
Expense$94,939,900ExpenseAmt
Grant$11,611,795GrantAmt
Revenue$122,897,311RevenueAmt
DescLLU OPERATES SEVERAL PROFESSIONAL SCHOOLSINCLUDING BEHAVIORAL HEALTH, NURSING, PUBLIC HEALTH, PHARMACY, AND RELIGIONSUPPORTED BY A COMPREHENSIVE NETWORK OF AUXILIARY AND ADMINISTRATIVE SERVICES. THESE ACTIVITIES INCLUDE ACADEMIC AND STUDENT AFFAIRS, MANAGEMENT OF ATHLETIC AND MAINTENANCE FACILITIES (INCLUDING A CO-GENERATION UTILITY), AND THE OPERATION OF CAMPUS AMENITIES SUCH AS FOOD SERVICES, A BOOKSTORE, AND A MARKET. ADDITIONALLY, THE ORGANIZATION'S INTEGRATED FOUNDATION DIVISION PROVIDES PROFESSIONAL OVERSIGHT OF TRUST AND ENDOWMENT PORTFOLIOS, REAL ESTATE HOLDINGS, AND CORE INSTITUTIONAL FUNCTIONS INCLUDING FINANCIAL ADMINISTRATION AND INFORMATION SYSTEMS.Desc
FieldValueIRS element (for citing)
Total Other Prog Srvc Expense$94,939,900TotalOtherProgSrvcExpenseAmt
Total Other Prog Srvc Grant$11,611,795TotalOtherProgSrvcGrantAmt
Total Other Prog Srvc Revenue$122,897,311TotalOtherProgSrvcRevenueAmt
Total Program Service Expenses$262,949,335TotalProgramServiceExpensesAmt
Described In Section501c3Yes (1)DescribedInSection501c3Ind
Schedule B RequiredYes (1)ScheduleBRequiredInd
Political Campaign Acty0PoliticalCampaignActyInd
Lobbying Activities0LobbyingActivitiesInd
Subject To Proxy Tax0SubjectToProxyTaxInd
Donor Advised FundYes (1)DonorAdvisedFundInd
Conservation Easements0ConservationEasementsInd
Collections Of ArtYes (1)CollectionsOfArtInd
Credit Counseling0CreditCounselingInd
Donor Rstr Or Quasi EndowmentsYes (1)DonorRstrOrQuasiEndowmentsInd
Report Land Building EquipmentYes (1)ReportLandBuildingEquipmentInd
Report Investments Other SecYes (1)ReportInvestmentsOtherSecInd
Report Program Related Invst0ReportProgramRelatedInvstInd
Report Other AssetsYes (1)ReportOtherAssetsInd
Report Other LiabilitiesYes (1)ReportOtherLiabilitiesInd
Include FIN48 Footnote0IncludeFIN48FootnoteInd
Independent Audit Fincl Stmt0IndependentAuditFinclStmtInd
Consolidated Audit Fincl StmtYes (1)ConsolidatedAuditFinclStmtInd
School OperatingYes (1)SchoolOperatingInd
Foreign OfficeYes (1)ForeignOfficeInd
Foreign ActivitiesYes (1)ForeignActivitiesInd
More Than5000 K To Org0MoreThan5000KToOrgInd
More Than5000 K To Individuals0MoreThan5000KToIndividualsInd
Professional Fundraising0ProfessionalFundraisingInd
Fundraising Activities0FundraisingActivitiesInd
Gaming Activities0GamingActivitiesInd
Operate Hospital0OperateHospitalInd
Grants To OrganizationsYes (1)GrantsToOrganizationsInd
Grants To IndividualsYes (1)GrantsToIndividualsInd
Schedule J RequiredYes (1)ScheduleJRequiredInd
Tax Exempt BondsYes (1)TaxExemptBondsInd
Invest Tax Exempt Bonds0InvestTaxExemptBondsInd
Escrow Account0EscrowAccountInd
On Behalf Of Issuer0OnBehalfOfIssuerInd
Engaged In Excess Benefit Trans0EngagedInExcessBenefitTransInd
PY Excess Benefit Trans0PYExcessBenefitTransInd
Loan Outstanding0LoanOutstandingInd
Grant To Related Person0GrantToRelatedPersonInd
Business Rln With Org Mem0BusinessRlnWithOrgMemInd
Business Rln With Fam MemYes (1)BusinessRlnWithFamMemInd
Business Rln With35 Ctrl Ent0BusinessRlnWith35CtrlEntInd
Deductible Non Cash ContriYes (1)DeductibleNonCashContriInd
Deductible Art Contribution0DeductibleArtContributionInd
Terminate Operations0TerminateOperationsInd
Partial Liquidation0PartialLiquidationInd
Disregarded EntityYes (1)DisregardedEntityInd
Related EntityYes (1)RelatedEntityInd
Related Organization Ctrl EntYes (1)RelatedOrganizationCtrlEntInd
Transaction With Control EntYes (1)TransactionWithControlEntInd
Trnsfr Exmpt Non Chrtbl Rltd Org0TrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted Prtshp0ActivitiesConductedPrtshpInd
Schedule O RequiredYes (1)ScheduleORequiredInd
IRP Document86IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld ComplianceYes (1)BackupWthldComplianceInd
Employee2752EmployeeCnt
Employment Tax Returns FiledYes (1)EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over LimitYes (1)UnrelatedBusIncmOverLimitInd
Form990 T FiledYes (1)Form990TFiledInd
Foreign Financial Account0ForeignFinancialAccountInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Taxable Party Notification0TaxablePartyNotificationInd
Nondeductible Contributions0NondeductibleContributionsInd
Quid Pro Quo ContributionsYes (1)QuidProQuoContributionsInd
Quid Pro Quo Contri DisclYes (1)QuidProQuoContriDisclInd
Form8282 Property Disposed Of0Form8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
DAF Excess Business Holdings0DAFExcessBusinessHoldingsInd
Taxable Distributions0TaxableDistributionsInd
Distribution To Donor0DistributionToDonorInd
Indoor Tanning Services0IndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst Inc0SubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members37GoverningBodyVotingMembersCnt
Independent Voting Member29IndependentVotingMemberCnt
Family Or Business RlnYes (1)FamilyOrBusinessRlnInd
Delegation Of Mgmt DutiesYes (1)DelegationOfMgmtDutiesInd
Change To Org Documents0ChangeToOrgDocumentsInd
Material Diversion Or Misuse0MaterialDiversionOrMisuseInd
Members Or StockholdersYes (1)MembersOrStockholdersInd
Election Of Board MembersYes (1)ElectionOfBoardMembersInd
Decisions Subject To ApprovaYes (1)DecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (1)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (1)MinutesOfCommitteesInd
Officer Mailing Address0OfficerMailingAddressInd
Local Chapters0LocalChaptersInd
Form990 Provided To Gvrn BodyYes (1)Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (1)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (1)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (1)RegularMonitoringEnfrcInd
Whistleblower PolicyYes (1)WhistleblowerPolicyInd
Document Retention PolicyYes (1)DocumentRetentionPolicyInd
Compensation Process CEO0CompensationProcessCEOInd
Compensation Process OtherYes (1)CompensationProcessOtherInd
Investment In Joint VentureYes (1)InvestmentInJointVentureInd
Written Policy Or ProcedureYes (1)WrittenPolicyOrProcedureInd
States Where Copy Of Return Is FldCAStatesWhereCopyOfReturnIsFldCd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1LEW MOWERY VP FINANCEASST CORP SECRETARYBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone9095584000PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line111145 ANDERSON STREET 205AddressLine1Txt
CityLOMA LINDACityNm
State AbbreviationCAStateAbbreviationCd
ZIP92350ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (62 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtAverage Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtOfficerOfficerIndKey EmployeeKeyEmployeeIndHighest Compensated EmployeeHighestCompensatedEmployeeInd
ANTHONY HILLIARD
TRUSTEE0.5040.00Yes (X)$0$1,138,888$100,498
TREVOR WRIGHT
TRUSTEE (THRU 10/24)1.0040.00Yes (X)$0$940,241$145,643
TAMARA THOMAS
DEAN-SCHOOL OF MEDICINE50.001.00Yes (X)$0$926,529$119,010
ROBERT MARTIN
TRUSTEE1.0040.00Yes (X)$0$939,841$47,600
RICHARD A HART
TRUSTEE, PRESIDENT25.0026.00Yes (X)$0$787,218$127,421Yes (X)
RICARDO PEVERINI
TRUSTEE1.0040.00Yes (X)$0$802,500$47,600
HERBERT RUCKLE
TRUSTEE1.0040.00Yes (X)$0$788,000$50,100
FRANCIS CHAN
TRUSTEE0.5040.00Yes (X)$0$473,528$47,600
PAUL HERRMANN
TRUSTEE0.5040.00Yes (X)$0$447,801$47,100
LISA BEARDSLEY-HARDY
TRUSTEE1.001.00Yes (X)$0$0$0
G ALEXANDER BRYANT
TRUSTEE1.001.00Yes (X)$0$0$0
SHIRLEY CHANG
TRUSTEE1.001.00Yes (X)$0$0$0
ZENO CHARLES-MARCEL
TRUSTEE1.000.00Yes (X)$0$0$0
WILFREDO COLON
TRUSTEE0.501.00Yes (X)$0$0$0
DANIEL DAWES
TRUSTEE0.501.00Yes (X)$0$0$0
PAUL DOUGLAS
TRUSTEE1.001.00Yes (X)$0$0$0
STEVEN FILLER
TRUSTEE1.001.00Yes (X)$0$0$0
WAYNE HARRIS
TRUSTEE0.501.00Yes (X)$0$0$0
ERTON KOHLER
TRUSTEE1.001.00Yes (X)$0$0$0
PETER N LANDLESS
TRUSTEE1.001.00Yes (X)$0$0$0
ROBERT LEMON
TRUSTEE1.001.00Yes (X)$0$0$0
THOMAS LEMON
TRUSTEE1.001.00Yes (X)$0$0$0
JOSE LOREDO
TRUSTEE0.501.00Yes (X)$0$0$0
BARBARA MCKINNEY
TRUSTEE1.001.00Yes (X)$0$0$0
SHERYL MOORHEAD
TRUSTEE1.001.00Yes (X)$0$0$0
RICHARD OSBORN
TRUSTEE1.001.00Yes (X)$0$0$0
ALBERT REECE
TRUSTEE0.501.00Yes (X)$0$0$0
SANDRA ROBERTS
TRUSTEE0.501.00Yes (X)$0$0$0
JENNIFER SACRO
TRUSTEE0.501.00Yes (X)$0$0$0
ZAREH SARRAFIAN
TRUSTEE1.001.00Yes (X)$0$0$0
RANDY SCHELL
TRUSTEE0.501.00Yes (X)$0$0$0
EUNMEE SHIM
TRUSTEE1.001.00Yes (X)$0$0$0
ELLA SIMMONS
TRUSTEE1.001.00Yes (X)$0$0$0
LAREN TAN
TRUSTEE1.001.00Yes (X)$0$0$0
GARY THURBER
TRUSTEE0.501.00Yes (X)$0$0$0
RODNEY WEHTJE
TRUSTEE0.501.00Yes (X)$0$0$0
APRIL WILSON
TRUSTEE0.501.00Yes (X)$0$0$0
TED WILSON
TRUSTEE1.001.00Yes (X)$0$0$0
RODNEY NEAL
SENIOR VP FINANCIAL AFFAIRS50.002.00$0$444,311$104,437Yes (X)
LEW MOWERY
ASSISTANT SECRETARY9.0045.00$0$411,939$98,944Yes (X)
RONALD L CARTER
PROVOST50.001.00$0$419,202$81,102Yes (X)
ERIC SCHILT
ASST SECRETARY (AS OF 05/25)9.0040.00$0$377,337$101,375Yes (X)
DAVID P HARRIS
VICE PRESIDENT50.000.00$0$279,972$79,068Yes (X)
KARL HAFFNER
VP-STUDENT SERVICES50.000.00$0$264,095$68,131Yes (X)
MYRNA HANNA
CORPORATE SECRETARY5.0045.00$0$187,589$27,208Yes (X)
ANDREW RAY
ASST SECRETARY (AS OF 05/25)50.000.00$0$179,341$18,525Yes (X)
KENNETH IWAKOSHI
ASSISTANT SECRETARY1.0040.00$0$179,069$17,544Yes (X)
ANGELA LALAS
CFO9.0040.00$0$1,275,821$161,921Yes (X)
MARK HUBBARD
ASST SECRETARY9.0040.00$0$836,690$119,239Yes (X)
KEVIN FISCHER
ASST SECRETARY (THRU 3/25)9.0040.00$0$215,143$29,444Yes (X)
TRAVIS LOSEY MD
VP-RESEARCH AFFAIRS (AS OF 09/24)50.000.00$0$455,255$47,600Yes (X)
ROBERT A HANDYSIDES
DEAN-SCHOOL OF DENTISTRY50.000.00$358,730$0$50,316Yes (X)
MICHAEL SAMARDZIJA
VP-RESEARCH AFFAIRS (THRU 10/24)50.000.00$0$334,335$74,535Yes (X)
SHAWN COLLINS
DEAN-SCHOOL OF NURSING50.000.00$251,609$12,057$41,702Yes (X)
BEVERLY BUCKLES
DEAN-SCHOOL OF BEHAVIORAL HEALTH50.000.00$252,474$0$26,723Yes (X)
ADAM ARECHIGA
DEAN-SCHOOL OF PUBLIC HEALTH50.000.00$202,824$0$38,850Yes (X)
HELEN HOPP MARSHAK
ASSOCIATE PROVOST50.000.00$172,085$0$26,650Yes (X)
ALAN HERFORD
PROGRAM DIRECTOR 250.000.00$474,321$0$55,466Yes (X)
CHI VIET
ASSISTANT PROFESSOR50.000.00$411,264$0$67,880Yes (X)
JAIME LOZADA
PROGRAM DIRECTOR 250.000.00$395,722$0$45,398Yes (X)
IRIS HYUNJOO NAM
DENTAL CLINIC PRACTITIONER50.000.00$335,448$0$41,982Yes (X)
CARLOS MORETTA
ASSISTANT PROFESSOR-PROG DIR50.000.00$325,937$0$48,735Yes (X)
FieldValueIRS element (for citing)
Total Reportable Comp From Org$3,180,414TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$13,116,702TotReportableCompRltdOrgAmt
Total Other Compensation$2,205,347TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K399IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed0FormerOfcrEmployeesListedInd
Total Comp Greater Than150 KYes (1)TotalCompGreaterThan150KInd
Compensation From Other Srcs0CompensationFromOtherSrcsInd

Contractor Compensation ContractorCompensationGrp (5 entries)

Address Line1ContractorAddress/USAddress/AddressLine1TxtCityContractorAddress/USAddress/CityNmState AbbreviationContractorAddress/USAddress/StateAbbreviationCdZIPContractorAddress/USAddress/ZIPCdServicesServicesDescCompensationCompensationAmt
LOMA LINDA MERCANTILE
11234 ANDERSON STLOMA LINDACA92354GOODS AND SERVICES$103,821,409
LOMA LINDA UNIVERSITY HEALTH
197 E CAROLINE ST STE 2100SAN BERNARDINOCA92408SUPPORT & RISK MGMT-INSURANCE SERVICES$38,015,122
LOMA LINDA UNIVERSITY SHARED SERVICES I
197 E CAROLINE ST STE 2100SAN BERNARDINOCA92408ADMIN & IT SUPPORT SERVICES$31,601,893
LOMA LINDA UNIVERSITY MEDICAL CENTER
11234 ANDERSON STLOMA LINDACA92354HOSPITAL SERVICES$9,387,801
LOMA LINDA INLAND EMPIRE CONSORTIUM FOR
11234 ANDERSON STLOMA LINDACA92354RESIDENCY EDUCATION & MEDICAL SERVICES$907,439
FieldValueIRS element (for citing)
Cntrct Rcvd Greater Than100 K7CntrctRcvdGreaterThan100KCnt
Related Organizations$6,865,094RelatedOrganizationsAmt
All Other Contributions$30,053,716AllOtherContributionsAmt
Noncash Contributions$6,715,522NoncashContributionsAmt
Total Contributions$36,918,810TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp (4 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt
TUITION AND FEES611600$190,441,966$190,441,966
RESEARCH CONTRACTS611600$42,548,722$42,548,722
CLINIC INCOME621400$21,462,819$21,462,819
STUDENT LOAN INTEREST611600$1,397,028$1,397,028

Total Oth Program Service Rev TotalOthProgramServiceRevGrp

FieldValueIRS element (for citing)
Total Revenue Column$28,067,085TotalRevenueColumnAmt
Related Or Exempt Func Income$28,067,085RelatedOrExemptFuncIncomeAmt
FieldValueIRS element (for citing)
Total Program Service Revenue$283,917,620TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$26,321,287TotalRevenueColumnAmt
Unrelated Business Revenue$636,896UnrelatedBusinessRevenueAmt
Exclusion$25,684,391ExclusionAmt

Royalties Revenue RoyaltiesRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$971,806TotalRevenueColumnAmt
Exclusion$971,806ExclusionAmt

Gross Rents GrossRentsGrp

FieldValueIRS element (for citing)
Real$6,394,487RealAmt

Less Rental Expenses LessRentalExpensesGrp

FieldValueIRS element (for citing)
Real$5,085,115RealAmt

Rental Income Or Loss RentalIncomeOrLossGrp

FieldValueIRS element (for citing)
Real$1,309,372RealAmt

Net Rental Income Or Loss NetRentalIncomeOrLossGrp

FieldValueIRS element (for citing)
Total Revenue Column$1,309,372TotalRevenueColumnAmt
Exclusion$1,309,372ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$415,925,834SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$389,400,584SecuritiesAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities$26,525,250SecuritiesAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column$26,525,250TotalRevenueColumnAmt
Exclusion$26,525,250ExclusionAmt
FieldValueIRS element (for citing)
Gross Sales Of Inventory$5,408,252GrossSalesOfInventoryAmt
Cost Of Goods Sold$4,504,119CostOfGoodsSoldAmt

Net Income Or Loss NetIncomeOrLossGrp

FieldValueIRS element (for citing)
Total Revenue Column$904,133TotalRevenueColumnAmt
Unrelated Business Revenue$758,732UnrelatedBusinessRevenueAmt
Exclusion$145,401ExclusionAmt

Other Revenue Misc OtherRevenueMiscGrp (2 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtExclusionExclusionAmt
POWER PLANT611600$27,473,760$27,473,760
INDEPENDENT OPERATIONS611600$842,945$842,945
FieldValueIRS element (for citing)
Other Revenue Total$28,316,705OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$405,184,983TotalRevenueColumnAmt
Related Or Exempt Func Income$283,917,620RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$1,395,628UnrelatedBusinessRevenueAmt
Exclusion$82,952,925ExclusionAmt
FieldValueIRS element (for citing)
Info In Schedule O Part IXYes (X)InfoInScheduleOPartIXInd

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

FieldValueIRS element (for citing)
Total$89,964TotalAmt
Program Services$89,964ProgramServicesAmt

Grants To Domestic Individuals GrantsToDomesticIndividualsGrp

FieldValueIRS element (for citing)
Total$23,593,148TotalAmt
Program Services$23,593,148ProgramServicesAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$1,421,963TotalAmt
Program Services$1,285,455ProgramServicesAmt
Management And General$136,508ManagementAndGeneralAmt

Comp Disqual Persons CompDisqualPersonsGrp

FieldValueIRS element (for citing)
Total$322,497TotalAmt
Program Services$292,913ProgramServicesAmt
Management And General$29,584ManagementAndGeneralAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$133,831,679TotalAmt
Program Services$121,554,726ProgramServicesAmt
Management And General$12,276,953ManagementAndGeneralAmt

Pension Plan Contributions PensionPlanContributionsGrp

FieldValueIRS element (for citing)
Total$11,182,620TotalAmt
Program Services$10,041,597ProgramServicesAmt
Management And General$1,141,023ManagementAndGeneralAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$28,958,901TotalAmt
Program Services$24,735,301ProgramServicesAmt
Management And General$4,223,600ManagementAndGeneralAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$9,490,258TotalAmt
Program Services$8,457,658ProgramServicesAmt
Management And General$1,032,600ManagementAndGeneralAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$1,078,063TotalAmt
Management And General$1,078,063ManagementAndGeneralAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$1,137,073TotalAmt
Management And General$1,137,073ManagementAndGeneralAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

FieldValueIRS element (for citing)
Total$21,143,472TotalAmt
Management And General$21,143,472ManagementAndGeneralAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$44,846,797TotalAmt
Program Services$22,104,435ProgramServicesAmt
Management And General$17,058,130ManagementAndGeneralAmt
Fundraising$5,684,232FundraisingAmt

Advertising AdvertisingGrp

FieldValueIRS element (for citing)
Total$853,292TotalAmt
Program Services$714,385ProgramServicesAmt
Management And General$138,907ManagementAndGeneralAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$11,806,373TotalAmt
Program Services$11,274,907ProgramServicesAmt
Management And General$531,466ManagementAndGeneralAmt

Information Technology InformationTechnologyGrp

FieldValueIRS element (for citing)
Total$8,320,997TotalAmt
Program Services$3,854,023ProgramServicesAmt
Management And General$4,466,974ManagementAndGeneralAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$28,084,265TotalAmt
Program Services$6,468,052ProgramServicesAmt
Management And General$21,616,213ManagementAndGeneralAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$4,348,305TotalAmt
Program Services$3,940,414ProgramServicesAmt
Management And General$407,891ManagementAndGeneralAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$22,627TotalAmt
Program Services$21,350ProgramServicesAmt
Management And General$1,277ManagementAndGeneralAmt

Interest InterestGrp

FieldValueIRS element (for citing)
Total$10,919,581TotalAmt
Program Services$282,236ProgramServicesAmt
Management And General$10,637,345ManagementAndGeneralAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$21,309,165TotalAmt
Program Services$1,916,316ProgramServicesAmt
Management And General$19,392,849ManagementAndGeneralAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$3,219,057TotalAmt
Program Services$93,092ProgramServicesAmt
Management And General$3,125,965ManagementAndGeneralAmt

Other Expenses OtherExpensesGrp (2 entries)

DescDescTotalTotalAmtProgram ServicesProgramServicesAmtManagement And GeneralManagementAndGeneralAmt
CLINIC & MED SUPPLIES$8,278,625$8,061,634$216,991
RESEARCH COST$8,039,069$8,039,069

All Other Expenses AllOtherExpensesGrp

FieldValueIRS element (for citing)
Total$12,208,130TotalAmt
Program Services$6,128,660ProgramServicesAmt
Management And General$6,079,470ManagementAndGeneralAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$394,505,921TotalAmt
Program Services$262,949,335ProgramServicesAmt
Management And General$125,872,354ManagementAndGeneralAmt
Fundraising$5,684,232FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$17,830,547BOYAmt
EOY$15,996,628EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$5,387BOYAmt
EOY$0EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

FieldValueIRS element (for citing)
BOY$5,605,884BOYAmt
EOY$16,207EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$26,926,322BOYAmt
EOY$21,176,161EOYAmt

Inventories For Sale Or Use InventoriesForSaleOrUseGrp

FieldValueIRS element (for citing)
BOY$3,596,301BOYAmt
EOY$4,256,779EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$7,649,684BOYAmt
EOY$12,776,855EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$1,431,527,340LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$471,017,245LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$952,046,651BOYAmt
EOY$960,510,095EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$255,980,334BOYAmt
EOY$339,061,785EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

FieldValueIRS element (for citing)
BOY$526,575,212BOYAmt
EOY$564,495,756EOYAmt

Investments Program Related InvestmentsProgramRelatedGrp

FieldValueIRS element (for citing)
BOY$52,588,737BOYAmt
EOY$71,237,031EOYAmt

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
BOY$98,734,225BOYAmt
EOY$202,988,593EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$1,947,539,284BOYAmt
EOY$2,192,515,890EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$47,058,395BOYAmt
EOY$51,249,786EOYAmt

Deferred Revenue DeferredRevenueGrp

FieldValueIRS element (for citing)
BOY$26,734,275BOYAmt
EOY$19,059,204EOYAmt

Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$163,456,235BOYAmt
EOY$159,245,871EOYAmt

Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp

FieldValueIRS element (for citing)
BOY$59,988,429BOYAmt
EOY$99,305,414EOYAmt

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$768,676,738BOYAmt
EOY$957,800,468EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$1,065,914,072BOYAmt
EOY$1,286,660,743EOYAmt
FieldValueIRS element (for citing)
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind

No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$102,193,048BOYAmt
EOY$117,349,000EOYAmt

Donor Restriction Net Assets DonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$779,432,164BOYAmt
EOY$788,506,147EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$881,625,212BOYAmt
EOY$905,855,147EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$1,947,539,284BOYAmt
EOY$2,192,515,890EOYAmt
FieldValueIRS element (for citing)
Info In Schedule O Part XIYes (X)InfoInScheduleOPartXIInd
Reconcilation Revenue Expnss$10,679,062ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst$15,041,490NetUnrlzdGainsLossesInvstAmt
Prior Period Adjustments-$1,391PriorPeriodAdjustmentsAmt
Other Changes In Net Assets-$1,489,226OtherChangesInNetAssetsAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or Review0AccountantCompileOrReviewInd
FS AuditedYes (1)FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

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

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
SchoolYes (X)SchoolInd

Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$37,325,953CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$38,593,585CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$44,410,511CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$35,014,531CurrentTaxYearMinus1YearAmt
Current Tax Year$36,918,810CurrentTaxYearAmt
Total$192,263,390TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$37,325,953CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$38,593,585CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$44,410,511CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$35,014,531CurrentTaxYearMinus1YearAmt
Current Tax Year$36,918,810CurrentTaxYearAmt
Total$192,263,390TotalAmt
FieldValueIRS element (for citing)
Substantial Contributors Tot$13,490,184SubstantialContributorsTotAmt
Public Support Total170$178,773,206PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$19,482,961CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$21,010,697CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$10,403,871CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$33,909,182CurrentTaxYearMinus1YearAmt
Current Tax Year$33,050,684CurrentTaxYearAmt
Total$117,857,395TotalAmt

Other Income170 OtherIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$18,271,186CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$25,754,037CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$22,689,866CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$27,967,796CurrentTaxYearMinus1YearAmt
Current Tax Year$28,316,705CurrentTaxYearAmt
Total$122,999,590TotalAmt
FieldValueIRS element (for citing)
Total Support$433,120,375TotalSupportAmt
Gross Receipts Rltd Activities$1,333,549,295GrossReceiptsRltdActivitiesAmt
Public Support CY1700.41280PublicSupportCY170Pct
Public Support PY1700.45770PublicSupportPY170Pct
Thirty Thr Pct Suprt Tests CY170Yes (X)ThirtyThrPctSuprtTestsCY170Ind

Form990 Schedule A Part VI Form990ScheduleAPartVIGrp

FieldValueIRS element (for citing)
Form And Line ReferenceSCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME:FormAndLineReferenceDesc
ExplanationOTHER INCOME - 2020 AMOUNT: $ 18,271,186. 2021 AMOUNT: $ 25,754,037. 2022 AMOUNT: $ 22,689,866. 2023 AMOUNT: $ 27,967,796. 2024 AMOUNT: $ 28,316,705.ExplanationTxt

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
ContributorRESTRICTEDContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor US Address ContributorUSAddress

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

Schedule D IRS990ScheduleD

FieldValueIRS element (for citing)
Donor Advised Funds Held9DonorAdvisedFundsHeldCnt
Donor Advised Funds Contri$16,000DonorAdvisedFundsContriAmt
Donor Advised Funds Grants$64,200DonorAdvisedFundsGrantsAmt
Donor Advised Funds Vl EOY$6,607,473DonorAdvisedFundsVlEOYAmt
Disclosed Org Leg CtrlYes (1)DisclosedOrgLegCtrlInd
Disclosed For Charitable PrpsYes (1)DisclosedForCharitablePrpsInd

Art Public Exhibition Amounts ArtPublicExhibitionAmountsGrp

FieldValueIRS element (for citing)
Revenues Included$0RevenuesIncludedAmt
Assets Included$794,138AssetsIncludedAmt

Held Works Art HeldWorksArtGrp

FieldValueIRS element (for citing)
Revenues Included$0RevenuesIncludedAmt
Assets Included$0AssetsIncludedAmt
FieldValueIRS element (for citing)
Collection Used Pub ExhibitionYes (X)CollectionUsedPubExhibitionInd
Collection Used PreservationYes (X)CollectionUsedPreservationInd
Solicited Assets Sale0SolicitedAssetsSaleInd
Agent Trustee Etc0AgentTrusteeEtcInd

CY Endwmt Fund CYEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$571,019,719BeginningYearBalanceAmt
Contributions$7,827,470ContributionsAmt
Investment Earnings Or Losses$24,194,771InvestmentEarningsOrLossesAmt
Other Expenditures$35,172,648OtherExpendituresAmt
End Year Balance$567,869,312EndYearBalanceAmt

CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$551,488,470BeginningYearBalanceAmt
Contributions$6,662,522ContributionsAmt
Investment Earnings Or Losses$12,868,727InvestmentEarningsOrLossesAmt
End Year Balance$571,019,719EndYearBalanceAmt

CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$533,763,664BeginningYearBalanceAmt
Contributions$3,639,100ContributionsAmt
Investment Earnings Or Losses$15,705,906InvestmentEarningsOrLossesAmt
Other Expenditures$1,620,200OtherExpendituresAmt
End Year Balance$551,488,470EndYearBalanceAmt

CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$500,804,841BeginningYearBalanceAmt
Contributions$6,563,283ContributionsAmt
Investment Earnings Or Losses$26,569,634InvestmentEarningsOrLossesAmt
Other Expenditures$174,094OtherExpendituresAmt
End Year Balance$533,763,664EndYearBalanceAmt

CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$428,976,305BeginningYearBalanceAmt
Contributions$12,783,821ContributionsAmt
Investment Earnings Or Losses$59,213,328InvestmentEarningsOrLossesAmt
Other Expenditures$168,613OtherExpendituresAmt
End Year Balance$500,804,841EndYearBalanceAmt
FieldValueIRS element (for citing)
Board Designated Balance EOY0.17550BoardDesignatedBalanceEOYPct
Prmnnt Endowment Balance EOY0.59570PrmnntEndowmentBalanceEOYPct
Term Endowment Balance EOY0.22880TermEndowmentBalanceEOYPct
Endowments Held Unrelated OrgYes (1)EndowmentsHeldUnrelatedOrgInd
Endowments Held Related Org0EndowmentsHeldRelatedOrgInd

Land LandGrp

FieldValueIRS element (for citing)
Investment Cost Or Other Basis$1,498,635InvestmentCostOrOtherBasisAmt
Other Cost Or Other Basis$38,932,494OtherCostOrOtherBasisAmt
Book Value$40,431,129BookValueAmt

Buildings BuildingsGrp

FieldValueIRS element (for citing)
Investment Cost Or Other Basis$661,470,407InvestmentCostOrOtherBasisAmt
Other Cost Or Other Basis$526,130,700OtherCostOrOtherBasisAmt
Depreciation$307,385,058DepreciationAmt
Book Value$880,216,049BookValueAmt

Leasehold Improvements LeaseholdImprovementsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$43,670,693OtherCostOrOtherBasisAmt
Depreciation$30,653,850DepreciationAmt
Book Value$13,016,843BookValueAmt

Equipment EquipmentGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$147,881,136OtherCostOrOtherBasisAmt
Depreciation$128,953,257DepreciationAmt
Book Value$18,927,879BookValueAmt

Other Land Buildings OtherLandBuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$11,943,275OtherCostOrOtherBasisAmt
Depreciation$4,025,080DepreciationAmt
Book Value$7,918,195BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$960,510,095TotalBookValueLandBuildingsAmt

Closely Held Equity Interests CloselyHeldEquityInterestsGrp

FieldValueIRS element (for citing)
Book Value$223,133,028BookValueAmt
Method ValuationFMethodValuationCd

Other Securities OtherSecuritiesGrp

FieldValueIRS element (for citing)
DescINVESTMENTS - OTHERDesc
Book Value$341,362,728BookValueAmt
Method ValuationFMethodValuationCd
FieldValueIRS element (for citing)
Total Book Value Securities$564,495,756TotalBookValueSecuritiesAmt

Other Assets Org OtherAssetsOrgGrp (6 entries)

DescDescBook ValueBookValueAmt
DUE FROM INTERDIVISION$94,089,301
STUDENT LOANS RECEIVABLE$58,485,951
IRREVOCABLE TRUSTS$40,701,688
OPERATING ROU ASSET$8,221,817
FINANCE ROU ASSET$969,480
OTHER ASSETS$520,356
FieldValueIRS element (for citing)
Total Book Value Other Assets$202,988,593TotalBookValueOtherAssetsAmt

Other Liabilities Org OtherLiabilitiesOrgGrp (9 entries)

DescDescAmtAmt
AMOUNTS HELD FOR OTHERS$813,361,060
ADVANCES FROM RELATED PARTIES$77,584,133
FEDERAL STUDENT LOANS & DEPOSITS HELD$30,033,702
ANNUITIES, TRUSTS AND AGENCIES$22,597,236
OPERATING LEASE LIABILITY$7,683,428
NON-OPERATING LIABILITY$3,656,177
SELF-INSURANCE RESERVE - RISK MGMT$2,574,643
FINANCE LEASE LIABILITY$244,982
OTHER LIABILITIES$65,107
FieldValueIRS element (for citing)
Total Liability$957,800,468TotalLiabilityAmt

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
PART III, LINE 4:ORIGINAL ARTWORK DISPLAYING THE TEACHING AND HEALING MINISTRIES OF JESUS CHRIST AND FOUNDERS OF LOMA LINDA UNIVERSITY.
PART V, LINE 4:ENDOWMENT FUNDS ARE INTENDED TO BE USED FOR STUDENT SCHOLARSHIPS, STUDENT LOANS, RESEARCH, OPERATIONS OF LLU AND RELATED ORGANIZATIONS AND OTHER PURPOSES AS SPECIFIED BY THE UNIVERSITY AND DONORS.

Schedule E IRS990ScheduleE

FieldValueIRS element (for citing)
Nondiscriminatory Policy StmtYes (1)NondiscriminatoryPolicyStmtInd
Policy Stmt In Brochures EtcYes (1)PolicyStmtInBrochuresEtcInd
Plcy Pblczd Via Broadcast MediaYes (1)PlcyPblczdViaBroadcastMediaInd
Maintain Racial Comp RecsYes (1)MaintainRacialCompRecsInd
Maintain Scholarships RecsYes (1)MaintainScholarshipsRecsInd
Maintain Cpy Of Brochures EtcYes (1)MaintainCpyOfBrochuresEtcInd
Maintain Cpy Of All SolYes (1)MaintainCpyOfAllSolInd
Discriminate Race Stdnts Rghts0DiscriminateRaceStdntsRghtsInd
Discriminate Race Admiss Plcy0DiscriminateRaceAdmissPlcyInd
Discriminate Race Emplm Fculty0DiscriminateRaceEmplmFcultyInd
Discriminate Race SchsYes (1)DiscriminateRaceSchsInd
Discriminate Race Educ Plcy0DiscriminateRaceEducPlcyInd
Discriminate Race Use Of Fclts0DiscriminateRaceUseOfFcltsInd
Discriminate Race Athlt Prog0DiscriminateRaceAthltProgInd
Discriminate Race Other Acty0DiscriminateRaceOtherActyInd
Government Financial Aid RcvdYes (1)GovernmentFinancialAidRcvdInd
Government Financial Aid Rvkd0GovernmentFinancialAidRvkdInd
Compliance With Rev Proc7550Yes (1)ComplianceWithRevProc7550Ind

Supplemental Information Detail SupplementalInformationDetail (3 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
SCHEDULE E, PART I, LINE 3THE UNIVERSITY'S RACIALLY NONDISCRIMINATORY POLICY IS PUBLISHED IN THE STUDENT HANDBOOK, THE UNIVERSITY CATALOG, AND ON THE UNIVERSITY'S WEBSITE.
SCHEDULE E, PART I, LINE 5SOME 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.
SCHEDULE E, PART I, LINE 6THE UNIVERSITY RECEIVES FUNDS FROM GOVERNMENT AGENCIES AS GRANTS FOR RESEARCH, EDUCATION AND COMMUNITY PROGRAMS. UNIVERSITY STUDENTS RECEIVE FUNDS FROM GOVERNMENT AGENCIES AS GRANTS AND LOANS.

Schedule F IRS990ScheduleF

Account Activities Outside US AccountActivitiesOutsideUSGrp (12 entries)

RegionRegionTxtOfficesOfficesCntEmployeeEmployeeCntType Of Activities ConductedTypeOfActivitiesConductedTxtSpecific Services ProvidedSpecificServicesProvidedTxtRegion Total ExpendituresRegionTotalExpendituresAmt
CENTRAL AMERICA AND THE CARIBBEAN010PROGRAM SERVICESBOARD MEETING, CLINICAL SERVICES, RESEARCH, MEETINGS, CONFERENCES$30,590
EAST ASIA AND THE PACIFIC053PROGRAM SERVICESTEACHING, CONSULTATIONS, WORKSHOPS, MEETINGS, CLINICAL SERVICES, GRADUATION CEREMONIES, RESEARCH, PROJECTS, CONFERENCES$185,875
EUROPE (INCLUDING ICELAND & GREENLAND)031PROGRAM SERVICESMEETINGS, STUDENT RECRUITMENT, HISTORICAL/RELIGIOUS TOURS, RESEARCH, WORKSHOPS, TRAINING, CONSULTATIONS, CONFERENCES$89,002
MIDDLE EAST AND NORTH AFRICA03PROGRAM SERVICESCONFERENCE, MEETING$12,688
NORTH AMERICA - CANADA AND MEXICO07PROGRAM SERVICESCONFERENCE, RESEARCH, MEETING$13,598
SOUTH AMERICA015PROGRAM SERVICESRESEARCH, MEETING, PROJECT, TEACHING, CONFERENCE$39,726
SOUTH ASIA02PROGRAM SERVICESCONFERENCE, CONSULTATION$4,184
SUB-SAHARAN AFRICA030PROGRAM SERVICESMEETING, TEACHING, CONSULTATION, RESEARCH, PROJECT, WORKSHOP, CLINICAL SERVICE, CONFERENCE, BOARD MEETINGS$90,447
EAST ASIA AND THE PACIFIC00INVESTMENTS$11,955,339
EUROPE (INCLUDING ICELAND & GREENLAND)00INVESTMENTS$43,644,080
NORTH AMERICA - CANADA AND MEXICO00INVESTMENTS$7,520,559
SOUTH AMERICA00INVESTMENTS$960,400
FieldValueIRS element (for citing)
Subtotal Offices0SubtotalOfficesCnt
Subtotal Employees151SubtotalEmployeesCnt
Continuation Total Office0ContinuationTotalOfficeCnt
Continuation Total Employee0ContinuationTotalEmployeeCnt
Total Office0TotalOfficeCnt
Total Employee151TotalEmployeeCnt
Subtotal Spent$466,110SubtotalSpentAmt
Continuation Spent$64,080,378ContinuationSpentAmt
Total Spent$64,546,488TotalSpentAmt
Transfer To Foreign CorpYes (1)TransferToForeignCorpInd
Interest In Foreign Trust0InterestInForeignTrustInd
Foreign Corp OwnershipYes (1)ForeignCorpOwnershipInd
Passive Foreign Investmest CoYes (1)PassiveForeignInvestmestCoInd
Foreign PartnershipYes (1)ForeignPartnershipInd
Boycott Countries0BoycottCountriesInd

Supplemental Information Detail SupplementalInformationDetail (3 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
PART I, LINE 2:LLU WORKS IN CONJUNCTION WITH THE LLUH GLOBAL HEALTH INSTITUTE (GHI) TO MONITOR AND TRACK THE PROJECTS THAT ARE OUTSIDE THE UNITED STATES. THE INSTITUTE PROVIDES OPPORTUNITIES FOR STAFF, FACULTY AND STUDENTS. GHI ALSO PROVIDES FOCUS, COORDINATION, AND LOGISTICAL SUPPORT FOR THE MANY INTERNATIONAL INITIATIVES ARISING FROM LOMA LINDA UNIVERSITY SCHOOLS AND HOSPITALS.
PART I, LINE 3:ACCRUAL BASIS
PART III:ACCRUAL BASIS

Schedule I IRS990ScheduleI

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

Recipient Table RecipientTable (5 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdRecipient EINRecipientEINIRC SectionIRCSectionDescCash GrantCashGrantAmtNon Cash AssistanceNonCashAssistanceAmtPurpose Of GrantPurposeOfGrantTxt
FACULTY PHYSICIANS AND SURGEONS OF LLUSM
11370 ANDERSON STLOMA LINDACA92354330672915501(C)(3)$15,000$0SUPPORT LOCAL MEDICAL EDUCATION
LOMA LINDA ACADEMY
10656 ANDERSON STLOMA LINDACA92354951831069501(C)(3)$13,100$0SUPPORT LOCAL SDA SCHOOL AFFILIATED WITH LLU
WHITE MEMORIAL MEDICAL CENTER CHARITABLE FOUNDATION
1720 E CESAR E CHAVEZ AVELOS ANGELESCA90033953760201501(C)(3)$10,000$0SUPPORT LOCAL SDA MEDICAL HOSPITALS MEDICAL PROGRAMS
GENERAL CONFERENCE OF SEVENTH DAY ADVENTISTS
12501 OLD COLUMBIA PIKESILVER SPRINGMD20904520643036501(C)(3)$7,000$0SUPPORT SDA GENERAL CONFERENCE EDUCATIONAL AND GRANTS
LOMA LINDA UNIVERSITY MEDICAL AUXILLARY
11245 ANDERSON ST STE 230LOMA LINDACA92354953157339501(C)(3)$5,350$0SUPPORT LOCAL SDA ASSOCIATIONS FOR EDUCATION PURPOSES
FieldValueIRS element (for citing)
Total501c3 Org5Total501c3OrgCnt
Total Other Org0TotalOtherOrgCnt

Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp (9 entries)

Grant TypeGrantTypeTxtRecipientRecipientCntCash GrantCashGrantAmt
SCHOOL OF ALLIED HEALTH PROFESSIONS423$494,180
SCHOOL OF DENTISTRY289$969,080
SCHOOL OF MEDICINE640$10,586,457
SCHOOL OF NURSING684$1,237,202
SCHOOL OF PHARMACY139$1,248,099
SCHOOL OF PUBLIC HEALTH221$1,238,215
SCHOOL OF RELIGION25$315,934
SCHOOL OF BEHAVIORAL HEALTH346$3,524,056
NON-SCHOOL SPECIFIC GRANTS0$3,979,924

Supplemental Information Detail SupplementalInformationDetail

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

Schedule J IRS990ScheduleJ

FieldValueIRS element (for citing)
Idemnification Gross Up PmtsYes (X)IdemnificationGrossUpPmtsInd
Written Policy Ref T And E ExpnssYes (1)WrittenPolicyRefTAndEExpnssInd
Substantiation RequiredYes (1)SubstantiationRequiredInd
Severance Payment0SeverancePaymentInd
Supplemental Nonqual Rtr PlanYes (1)SupplementalNonqualRtrPlanInd
Equity Based Comp Arrngm0EquityBasedCompArrngmInd
Comp Based On Revenue Of Flng Org0CompBasedOnRevenueOfFlngOrgInd
Comp Bsd On Rev Related Orgs0CompBsdOnRevRelatedOrgsInd
Comp Bsd Net Earns Flng Org0CompBsdNetEarnsFlngOrgInd
Comp Bsd Net Earns Rltd Orgs0CompBsdNetEarnsRltdOrgsInd
Any Non Fixed PaymentsYes (1)AnyNonFixedPaymentsInd
Initial Contract Exception0InitialContractExceptionInd

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (33 entries)

TitleTitleTxtBase Compensation Filing OrgBaseCompensationFilingOrgAmtCompensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmtBonus Filing OrganizationBonusFilingOrganizationAmountBonus Related OrganizationsBonusRelatedOrganizationsAmtOther Compensation Filing OrgOtherCompensationFilingOrgAmtOther Compensation Rltd OrgsOtherCompensationRltdOrgsAmtDeferred Compensation Flng OrgDeferredCompensationFlngOrgAmtDeferred Comp Rltd OrgsDeferredCompRltdOrgsAmtNontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmtNontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmtTotal Compensation Filing OrgTotalCompensationFilingOrgAmtTotal Compensation Rltd OrgsTotalCompensationRltdOrgsAmtComp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmtComp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt
ANGELA LALAS
CFO$0$889,446$0$212,740$0$173,635$0$53,125$0$108,796$0$1,437,742$0$0
ANTHONY HILLIARD
TRUSTEE$0$751,540$0$145,793$0$241,555$0$65,197$0$35,301$0$1,239,386$0$0
TREVOR WRIGHT
TRUSTEE (THRU 10/24)$0$774,245$0$0$0$165,996$0$48,237$0$97,406$0$1,085,884$0$0
TAMARA THOMAS
DEAN-SCHOOL OF MEDICINE$0$652,484$0$126,215$0$147,830$0$48,098$0$70,912$0$1,045,539$0$0
ROBERT MARTIN
TRUSTEE$0$750,000$0$99,602$0$90,239$0$41,400$0$6,200$0$987,441$0$0
MARK HUBBARD
ASST SECRETARY$0$586,000$0$118,108$0$132,582$0$46,709$0$72,530$0$955,929$0$0
RICHARD A HART
TRUSTEE, PRESIDENT$0$662,115$0$0$0$125,103$0$46,029$0$81,392$0$914,639$0$0
RICARDO PEVERINI
TRUSTEE$0$627,500$0$175,000$0$0$0$41,400$0$6,200$0$850,100$0$0
HERBERT RUCKLE
TRUSTEE$0$550,000$0$238,000$0$0$0$41,400$0$8,700$0$838,100$0$0
RODNEY NEAL
SENIOR VP FINANCIAL AFFAIRS$0$381,484$0$13,923$0$48,904$0$41,030$0$63,407$0$548,748$0$0
ALAN HERFORD
PROGRAM DIRECTOR 2$206,950$0$11,172$0$256,199$0$31,393$0$24,073$0$529,787$0$0$0
FRANCIS CHAN
TRUSTEE$0$360,417$0$92,250$0$20,861$0$41,400$0$6,200$0$521,128$0$0
LEW MOWERY
ASSISTANT SECRETARY$0$326,827$0$46,708$0$38,404$0$40,561$0$58,383$0$510,883$0$0
TRAVIS LOSEY MD
VP-RESEARCH AFFAIRS (AS OF 09/24)$0$310,000$0$145,255$0$0$0$41,400$0$6,200$0$502,855$0$0
RONALD L CARTER
PROVOST$0$368,653$0$0$0$50,549$0$24,228$0$56,874$0$500,304$0$0
PAUL HERRMANN
TRUSTEE$0$348,012$0$40,668$0$59,121$0$41,400$0$5,700$0$494,901$0$0
CHI VIET
ASSISTANT PROFESSOR$181,671$0$8,959$0$220,634$0$29,360$0$38,520$0$479,144$0$0$0
ERIC SCHILT
ASST SECRETARY (AS OF 05/25)$0$304,750$0$45,225$0$27,362$0$40,059$0$61,316$0$478,712$0$0
JAIME LOZADA
PROGRAM DIRECTOR 2$214,869$0$6,236$0$174,617$0$27,781$0$17,617$0$441,120$0$0$0
ROBERT A HANDYSIDES
DEAN-SCHOOL OF DENTISTRY$338,753$0$200$0$19,777$0$26,243$0$24,073$0$409,046$0$0$0
MICHAEL SAMARDZIJA
VP-RESEARCH AFFAIRS (THRU 10/24)$0$296,423$0$0$0$37,912$0$24,646$0$49,889$0$408,870$0$0
IRIS HYUNJOO NAM
DENTAL CLINIC PRACTITIONER$123,213$0$11,826$0$200,409$0$24,365$0$17,617$0$377,430$0$0$0
CARLOS MORETTA
ASSISTANT PROFESSOR-PROG DIR$197,729$0$5,732$0$122,476$0$24,662$0$24,073$0$374,672$0$0$0
DAVID P HARRIS
VICE PRESIDENT$0$248,769$0$0$0$31,203$0$32,951$0$46,117$0$359,040$0$0
KARL HAFFNER
VP-STUDENT SERVICES$0$240,096$0$0$0$23,999$0$25,642$0$42,489$0$332,226$0$0
SHAWN COLLINS
DEAN-SCHOOL OF NURSING$230,411$9,436$359$0$20,839$2,621$17,629$0$24,073$0$293,311$12,057$0$0
BEVERLY BUCKLES
DEAN-SCHOOL OF BEHAVIORAL HEALTH$234,150$0$200$0$18,124$0$18,226$0$8,497$0$279,197$0$0$0
KEVIN FISCHER
ASST SECRETARY (THRU 3/25)$0$167,879$0$19,099$0$28,165$0$11,782$0$17,662$0$244,587$0$0
ADAM ARECHIGA
DEAN-SCHOOL OF PUBLIC HEALTH$187,386$0$200$0$15,238$0$14,777$0$24,073$0$241,674$0$0$0
MYRNA HANNA
CORPORATE SECRETARY$0$146,097$0$17,303$0$24,189$0$9,546$0$17,662$0$214,797$0$0
HELEN HOPP MARSHAK
ASSOCIATE PROVOST$156,386$0$200$0$15,499$0$12,249$0$14,401$0$198,735$0$0$0
ANDREW RAY
ASST SECRETARY (AS OF 05/25)$0$144,314$0$16,598$0$18,429$0$9,834$0$8,691$0$197,866$0$0
KENNETH IWAKOSHI
ASSISTANT SECRETARY$0$133,973$0$16,480$0$28,616$0$8,947$0$8,597$0$196,613$0$0

Supplemental Information Detail SupplementalInformationDetail (5 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
PART I, LINE 1ALLUH BENEFITS PROVIDE FOR GROSS-UP PAYMENTS TO APPROXIMATELY COVER THE TAXES ON THE IMPUTED COST OF GROUP-TERM LIFE INSURANCE COVERAGE IN EXCESS OF $50,000. ALL EMPLOYEES RECEIVED THIS BENEFIT. THE TAXABLE COST OF THIS BENEFIT IS INCLUDED IN THE EMPLOYEE'S W-2. TAX INDEMNIFICATION & GROSS-UP PAYMENTS: CARTER, RONALD $3,406 HAFFNER, KARL $3,287 HARRIS, DAVID PAUL $3,996 HART, RICHARD HENRY $4,678 HILLIARD, ANTHONY A. $187 LALAS, ANGELA MANALO $1,942 MOWERY JR, LLEWELLYN L. $5,545 NEAL, RODNEY $5,726 SCHILT, ERIC NICHOLAS $826 THOMAS, TAMARA LYNN $10,557 WRIGHT, TREVOR $6,492 SAMARDZIJA, MICHAEL $4,804 HUBBARD, MARK LEE $12,120
PART I, LINE 3THE ORGANIZATION RELIED ON A RELATED ORGANIZATION THAT USED ONE OR MORE OF THE METHODS DESCRIBED TO ESTABLISH TOP MANAGEMENT OFFICIAL'S COMPENSATION.
PART I, LINE 4BNET FLEX PLAN CREDITS PAID TO EMPLOYEE IN CASH: CARTER, RONALD $32,680 HAFFNER, KARL $2,395 HARRIS, DAVID PAUL $11,481 HART, RICHARD HENRY $104,428 HILLIARD, ANTHONY A. $37,369 LALAS, ANGELA MANALO $158,993 MOWERY JR, LLEWELLYN L. $15,576 NEAL, RODNEY $25,641 SAMARDZIJA, MICHAEL $18,405 SCHILT, ERIC NICHOLAS $15,182 THOMAS, TAMARA LYNN $107,825 WRIGHT, TREVOR $143,593 HUBBARD, MARK LEE $89,889
PART I, LINE 7BONUSES ARE APPROVED BY THE BOARD OF DIRECTORS AND BASED ON MEETING GOALS.
SCHEDULE J, PART II:THE FOLLOWING OFFICERS LISTED ON THE FORM 990, PART VII, LINE 1A OR ON SCHEDULE J, PART II ARE EMPLOYED BY LLUH. LLUH 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 REPRESENT TOTAL AMOUNTS OF COMPENSATION RECEIVED BY EACH OFFICER FROM LLUH. THE OFFICERS DO NOT RECEIVE ANY OTHER COMPENSATION AMOUNTS FROM RELATED ORGANIZATIONS. LLUH 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 COMPENSATION, EXCLUDING VARIABLE COMPENSATION:100% FUNDED BY LLU. - HAFFNER, KARL COMPENSATION, EXCLUDING VARIABLE COMPENSATION:100% FUNDED BY LLU. - HANNA, MYRNA, 100% FUNDED BY USS - HARRIS, DAVID PAUL COMPENSATION, EXCLUDING VARIABLE COMPENSATION:100% FUNDED BY LLU. - HART, RICHARD HENRY COMPENSATION, EXCLUDING VARIABLE COMPENSATION: 33% FUNDED BY MC, 12% FUNDED BY CH, 5% FUNDED BY MURR AND 50% FUNDED BY LLU. - HUBBARD, MARK LEE COMPENSATION, EXCLUDING VARIABLE COMPENSATION: 10% FUNDED BY MC, 3% FUNDED BY CH, 2% FUNDED BY MURR, 70% FUNDED BY RM AND 15% FUNDED BY USS. VARIABLE COMPENSATION: 65.22% FUNDED BY MC AND, 34.78% FUNDED BY CH. - IWAKOSHI, KENNETH, 100% FUNDED BY USS - LALAS, ANGELA MANALO COMPENSATION, EXCLUDING VARIABLE COMPENSATION: 57% FUNDED BY MC, 20% FUNDED BY CH, 8% FUNDED BY MURR AND 15% FUNDED BY USS. VARIABLE COMPENSATION: 65.22% FUNDED BY MC ADN 34.78% FUNDED BY CH. - MOWERY, JR, LLEWELLYN L. COMPENSATION, EXCLUDING VARIABLE COMPENSATION: 100% FUNDED BY USS. VARIABLE COMPENSATION: 64% FUNDED BY MC, 22% FUNDED BY CH, 14% FUNDED BY MURR. - NEAL, RODNEY COMPENSATION, EXCLUDING VARIABLE COMPENSATION: 85% FUNDED BY LLU AND 15% FUNDED BY USS. VARIABLE COMPENSATION: 68% FUNDED BY MC AND 32% FUNDED BY CH. - RAY, ANDREW, 100% FUNDED BY USS - SAMARDZIJA, MICHAEL COMPENSATION, EXCLUDING VARIABLE COMPENSATION:100% FUNDED BY LLU. - SCHILT, ERIC NICHOLAS COMPENSATION, EXCLUDING VARIABLE COMPENSATION: 100% FUNDED BY USS. VARIABLE COMPENSATION: 85% FUNDED BY MC, 10% FUNDED BY CH, 5% FUNDED BY MURR. - THOMAS, TAMARA LYNN COMPENSATION, EXCLUDING VARIABLE COMPENSATION:100% FUNDED BY LLU.

Schedule K IRS990ScheduleK

Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp

FieldValueIRS element (for citing)
Bond ReferenceABondReferenceCd

Issuer Name IssuerName

FieldValueIRS element (for citing)
Business Name Line1CALIFORNIA EDUCATIONAL FACILITIES AUTHORITYBusinessNameLine1Txt
FieldValueIRS element (for citing)
Bond Issuer EIN521705592BondIssuerEIN
CUSIP130179JF2CUSIPNum
Bond Issued2017-03-09BondIssuedDt
Issue Price$149,174,009IssuePriceAmt
PurposeSEE PART VIPurposeDesc
Defeased0DefeasedInd
On Behalf Of Issuer0OnBehalfOfIssuerInd
Pool Financing0PoolFinancingInd

Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp

FieldValueIRS element (for citing)
Bond ReferenceABondReferenceCd
Retired$9,785,000RetiredAmt
Total Proceeds$150,072,279TotalProceedsAmt
Capitalized Interest$9,858,508CapitalizedInterestAmt
Issuance Costs From Proceeds$886,454IssuanceCostsFromProceedsAmt
Capital Expenditures$50,023,695CapitalExpendituresAmt
Other Spent Proceeds$89,303,622OtherSpentProceedsAmt
Substantial Completion2020SubstantialCompletionYr
Refunding Tax Exempt BondsYes (1)RefundingTaxExemptBondsInd
Refunding Taxable Bonds0RefundingTaxableBondsInd
Final Allocation MadeYes (1)FinalAllocationMadeInd
Adequate Books And Rec MaintYes (1)AdequateBooksAndRecMaintInd

Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp

FieldValueIRS element (for citing)
Bond ReferenceABondReferenceCd
Owning Bond Financed Property0OwningBondFinancedPropertyInd
Any Lease ArrangementsYes (1)AnyLeaseArrangementsInd
Mgmt Contract Bond Fincd PropYes (1)MgmtContractBondFincdPropInd
Engage Bond Counsel ContractsYes (1)EngageBondCounselContractsInd
Any Research AgreementsYes (1)AnyResearchAgreementsInd
Engage Bond Counsel ResearchYes (1)EngageBondCounselResearchInd
Private Bus Use By Others0.00800PrivateBusUseByOthersPct
Private Bus Concerning UBI0.00300PrivateBusConcerningUBIPct
Total Private Business Use0.01100TotalPrivateBusinessUsePct
Bond Iss Meet Prvt Sec Pymt Test0BondIssMeetPrvtSecPymtTestInd
Change In Use Bond Financed Prop0ChangeInUseBondFinancedPropInd
Procs Nonqualified Bond RemdtdYes (1)ProcsNonqualifiedBondRemdtdInd

Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp

FieldValueIRS element (for citing)
Bond ReferenceABondReferenceCd
Form8038 T Filed0Form8038TFiledInd
Rebate Not Due Yet0RebateNotDueYetInd
Exception To RebateYes (1)ExceptionToRebateInd
No Rebate DueYes (1)NoRebateDueInd
Variable Rate Issue0VariableRateIssueInd
Hedge Identified In Bks And Rec0HedgeIdentifiedInBksAndRecInd
Gross Proceeds Invested In GIC0GrossProceedsInvestedInGICInd
Gross Proceeds Invested0GrossProceedsInvestedInd
Written Proc To Monitor ReqsYes (1)WrittenProcToMonitorReqsInd

Procedures Corrective Action ProceduresCorrectiveActionGrp

FieldValueIRS element (for citing)
Bond ReferenceABondReferenceCd
Procedures Corrective ActionYes (1)ProceduresCorrectiveActionInd

Supplemental Information Detail SupplementalInformationDetail (5 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
PART I (F):THE BONDS WERE ISSUED TO FINANCE CAPITAL PROJECTS, TO CURRENT REFUNDED SERIES 2007 BONDS (ISSUED ON NOVEMBER 14, 2007) TO REPAY THE BORROWER'S BANK OF AMERICA LOAN (ISSUED ON FEBRUARY 13, 2015), AND TO PAY COSTS OF ISSUANCE.
PART II, LINE 3:THE TOTAL PROCEEDS SHOWN IN PART II, LINE 3 DIFFERS FROM THE ISSUE PRICE SHOWN IN PART I, (E) DUE TO INTEREST EARNINGS ON INVESTED PROCEEDS.
PART III, LINE 7:AS PROVIDED IN TREASURY REGULATION SECTION 1.141-4(C)(2)(I)(B), THE AMOUNT OF PRIVATE PAYMENTS TAKEN INTO ACCOUNT UNDER THE PRIVATE SECURITY OR PAYMENT TEST MAY NOT EXCEED THE AMOUNT OF PRIVATE BUSINESS USE AND/OR UNRELATED TRADE OR BUSINESS USE. ACCORDINGLY, THE AMOUNT OF PRIVATE PAYMENTS FOR THE REPORTING PERIOD DOES NOT EXCEED THE AMOUNT STATED IN PART III, LINE 6. THE ORGANIZATION HAS NOT UNDERTAKEN AN ANALYSIS OF THE PRIVATE SECURITY OR PAYMENT TEST WITH RESPECT TO THE BONDS, AS THE LEVEL OF PRIVATE BUSINESS USE AND/OR UNRELATED TRADE OR BUSINESS USE REPORTED IN PART III, LINE 6, IS NOT IN EXCESS OF AMOUNTS PERMITTED UNDER SECTION 145 OF THE CODE.
PART IV, LINE 2(B):THE REFUNDING PORTION OF THE BONDS HAVE MET THE 6-MONTH SPENDING EXCEPTION TO REBATE.
PART IV, LINE 2(C):THE MOST RECENT 4TH YEAR REBATE REPORT WAS PREPARED BY BLX GROUP ON APRIL 4, 2021.

Schedule L IRS990ScheduleL

Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp (2 entries)

Relationship DescriptionRelationshipDescriptionTxtTransactionTransactionAmtTransactionTransactionDescSharing Of RevenuesSharingOfRevenuesInd
JOLLY HUBBARD
FAMILY MEMBER OF AN OFFICER OF THE UNIVERSITY$118,874WAGES0
JEREMY HUBBARD
FAMILY MEMBER OF AN OFFICER OF THE UNIVERSITY$203,623WAGES0

Schedule M IRS990ScheduleM

Works Of Art WorksOfArtGrp

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
Contribution4ContributionCnt
Noncash Contributions Rpt F990$11,395NoncashContributionsRptF990Amt
Method Of Determining RevenuesFMVMethodOfDeterminingRevenuesTxt

Securities Publicly Traded SecuritiesPubliclyTradedGrp

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
Contribution80791ContributionCnt
Noncash Contributions Rpt F990$4,215,499NoncashContributionsRptF990Amt
Method Of Determining RevenuesFMVMethodOfDeterminingRevenuesTxt

Real Estate Other RealEstateOtherGrp

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
Contribution4ContributionCnt
Noncash Contributions Rpt F990$2,449,000NoncashContributionsRptF990Amt
Method Of Determining RevenuesFMVMethodOfDeterminingRevenuesTxt

Other Non Cash Contri Table OtherNonCashContriTableGrp

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
DescMISCELLANEOUSDesc
Contribution28ContributionCnt
Noncash Contributions Rpt F990$39,658NoncashContributionsRptF990Amt
Method Of Determining RevenuesFMVMethodOfDeterminingRevenuesTxt
FieldValueIRS element (for citing)
Form8283 Received0Form8283ReceivedCnt
Any Property That Must Be Held0AnyPropertyThatMustBeHeldInd
Review Process Unusual NC GiftsYes (1)ReviewProcessUnusualNCGiftsInd
Third Parties Used0ThirdPartiesUsedInd

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePART I, COLUMN (B):FormAndLineReferenceDesc
ExplanationTHE NUMBER OF ITEMS CONTRIBUTED ARE REPORTED IN COLUMN (B).ExplanationTxt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (11 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990, PART VI, SECTION A, LINE 2THE NATURE OF THE RELATIONSHIP IS EMPLOYMENT.
FORM 990, PART VI, SECTION A, LINE 3EXECUTIVE LEADERSHIP IS EMPLOYED BY LOMA LINDA UNIVERSITY HEALTH (LLUH), A RELATED 501(C)(3) ORGANIZATION. LLUH IS THE SOLE MEMBER OF LOMA LINDA UNIVERSITY.
FORM 990, PART VI, SECTION A, LINE 6LOMA LINDA UNIVERSITY HEALTH IS THE SOLE MEMBER OF LOMA LINDA UNIVERSITY.
FORM 990, PART VI, SECTION A, LINE 7ALLUH AS THE SOLE MEMBER MAINTAINS CERTAIN RESERVED POWERS, INCLUDING THE POWER TO APPOINT OR REMOVE TRUSTEES.
FORM 990, PART VI, SECTION A, LINE 7BTHE POWERS RESERVED BY LLUH AS MEMBER, WHICH MAY ONLY BE EXERCISED BY THE LLUH BOARD UPON THE AFFIRMATIVE VOTE OF TWO-THIRDS OF THE TRUSTEES PRESENT AND VOTING AT ANY REGULAR OR SPECIAL MEETING OF THE BOARD AT WHICH A QUORUM IS PRESENT ARE TO: 1. APPROVE OR RATIFY ALL CHANGES TO THE ARTICLES OF INCORPORATION 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. THE POWERS RESERVED BY LLUH AS MEMBER, WHICH SHALL ONLY BE EXERCISED BY THE LLUH BOARD UPON MAJORITY VOTE OF LLUH'S TRUSTEES PRESENT AND VOTING AT A REGULAR OR SPECIAL MEETING WHENEVER A QUORUM IS PRESENT, ARE TO: 1. REMOVE FROM OFFICE ANY TRUSTEE OF LLU WITH OR WITHOUT CAUSE. 2. APPOINT THE EXECUTIVE VICE PRESIDENT FOR UNIVERSITY AFFAIRS WHO SHALL ORDINARILY SERVE AS THE CHANCELLOR. 3. APPROVE ANY MERGER, CONSOLIDATION, DISSOLUTION, SALE, OR TRANSFER OF MORE THAN TEN MILLION DOLLARS OF THE ASSETS OF LLU. 4. REQUIRE LLU TO HAVE A POLICY FOR BORROWING FUNDS THAT IS CONGRUENT WITH THE LLUH BOARD-APPROVED POLICY ON BORROWING. 5. APPROVE ALL BORROWING OF FIVE MILLION DOLLARS OR MORE BY LLU OR ITS SUBSIDIARIES (SEE BOARD-APPROVED POLICY FOR BORROWING OF FUNDS). 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 OF 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.
FORM 990, PART VI, SECTION B, LINE 11BTHE FORM 990 IS REVIEWED BY INTERNAL AUDIT, MANAGEMENT, THE AUDIT COMMITTEE AND BOARD OF TRUSTEES FOR REVIEW AND COMMENTS PRIOR TO FILING.
FORM 990, PART VI, SECTION B, LINE 12CGENERAL 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. THE GENERAL CONFERENCE AUDITING DEPARTMENT ANNUALLY AUDITS COMPLIANCE WITH THIS POLICY.
FORM 990, PART VI, SECTION B, LINE 15BTHE FILING ORGANIZATION DOES NOT DETERMINE COMPENSATION FOR THE ORGANIZATION'S PRESIDENT, OR ANY OFFICER OF LLU DIRECTLY COMPENSATED BY LLUH, OUR PARENT COMPANY. OFFICERS AND OTHERS NOT COMPENSATED BY LLUH ARE COMPENSATED DIRECTLY BY LLU OR ANOTHER AFFILIATED COMPANY. COMPENSATION IS SET BY A RELATED ORGANIZATION, THEREFORE QUESTION 15A IS "NO" IN ACCORDANCE WITH THE FORM INSTRUCTIONS. LLUH, LLU'S PARENT ORGANIZATION, EMPLOYS AN INDEPENDENT OUTSIDE CONSULTING FIRM TO BENCHMARK COMPENSATION FOR LLUH EMPLOYEES, INCLUDING THE CEO AND TOP MANAGEMENT. LLUH PROVIDES MANAGEMENT SERVICES FOR LLU. THE LLUH EXECUTIVE COMPENSATION COMMITTEE USES THE RESULTS OF THE INDEPENDENT SURVEY TO ESTABLISH PAY SCALES FOR THE NEXT FISCAL YEAR. THE EXECUTIVE COMPENSATION COMMITTEE SETS THE TOTAL COMPENSATION BELOW THE INDUSTRY MEAN AND MEDIAN AMOUNTS PROVIDED IN THE SURVEY. THE EXECUTIVE COMPENSATION COMMITTEE IS COMPOSED OF TRUSTEES APPOINTED BY THE LLUH BOARD WHO ARE INDEPENDENT OF LLUH'S MANAGEMENT. THE EXECUTIVE COMPENSATION COMMITTEE IS APPOINTED BY THE LLUH BOARD OF TRUSTEES TO HAVE DIRECT RESPONSIBILITY FOR ESTABLISHING COMPENSATION, POLICIES, AND BENEFITS FOR THE SENIOR EXECUTIVES OF LLUH. THE COMMITTEE'S PROCESS INCLUDES CONTEMPORANEOUS SUBSTANTIATION OF DELIBERATIONS AND DECISIONS. FOR KEY EMPLOYEES AND HIGHLY COMPENSATED 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 DECEMBER 2024 FOR ALL OFFICERS OF LOMA LINDA UNIVERSITY.
FORM 990, PART VI, SECTION C, LINE 19LLU WILL MAKE ITS GOVERNING DOCUMENTS AND CONFLICT OF INTEREST POLICY AVAILABLE TO THE PUBLIC UPON REQUEST. THE CONFLICT OF INTEREST POLICY IS ALSO POSTED ON THE ORGANIZATION'S INTERNAL WEBSITE FOR EMPLOYEES. AUDITED FINANCIAL STATEMENTS ARE MADE AVAILABLE TO THE PUBLIC UPON REQUEST AND ARE AVAILABLE ON ITS WEBSITE. FORM 990, PART VII, LINE 1A: FOR EMPLOYEES OF LLUH OR LLUH AFFILIATES (ORGANIZATION(S)) RELATED TO THE FILING ORGANIZATION WHO DEVOTE LESS THAN FULL-TIME TO THE FILING ORGANIZATION (BASED UPON THE AVERAGE NUMBER OF HOURS PER WEEK SHOWN IN PART VII, SECTION A, COLUMN (B) OF THE RETURN) THE COMPENSATION AMOUNTS SHOWN IN COLUMNS (E) AND (F) WERE PROVIDED IN CONJUNCTION WITH THEIR RESPONSIBILITIES AND ROLES IN OTHER POSITIONS FOR ORGANIZATIONS RELATED TO THE FILING ORGANIZATION. THESE INDIVIDUALS EACH DEVOTE APPROXIMATELY 50 HOURS PER WEEK SERVING IN THEIR RESPECTIVE POSITIONS WITHIN THE ORGANIZATION.
FORM 990, PART IX, LINE 11GADMIN SUPPORT SERVICES: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 4,032,633. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 4,032,633. ADVANCEMENT: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 5,684,232. TOTAL EXPENSES 5,684,232. FINANCIAL SERVICES: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 1,164,013. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 1,164,013. HR AND COMPENSATION SUPPORT SERVICES: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 2,667,490. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 2,667,490. VALUE ADDED SUPPORT SERVICES: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 1,200,030. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 1,200,030. PURCHASED SERVICES: PROGRAM SERVICE EXPENSES 17,734,719. MANAGEMENT AND GENERAL EXPENSES 6,885,841. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 24,620,560. OTHER: PROGRAM SERVICE EXPENSES 4,369,716. MANAGEMENT AND GENERAL EXPENSES 1,108,123. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 5,477,839.
FORM 990, PART XI, LINE 9:UNRELATED BUSINESS INCOME FROM PARTNERSHIPS -636,896. TRANSFER TO AFFILIATES -852,330.

Schedule R IRS990ScheduleR

Id Disregarded Entities IdDisregardedEntitiesGrp (56 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdEINEINPrimary ActivitiesPrimaryActivitiesTxtLegal Domicile StateLegalDomicileStateCdTotal IncomeTotalIncomeAmtEnd Of Year AssetsEndOfYearAssetsAmtBusiness Name Line1DirectControllingEntityName/BusinessNameLine1Txt
LLU 1000 WEST MULTIFAMILY PROPERTY LLC
11145 ANDERSON STREET BC-200LOMA LINDACA92350951816009MULTIFAMILY RESIDENTIAL REAL ESTATECA-$1,374,848$12,766,461LLU
LLU ADARA MULTIFAMILY PROPERTY LLC
11145 ANDERSON STREET BC-200LOMA LINDACA92350951816009MULTIFAMILY RESIDENTIAL REAL ESTATECA-$791,576$15,038,617LLU
LLU ALDEN MULTIFAMILY PROPERTIES LLC
11145 ANDERSON STREET BC-200LOMA LINDACA92350951816009MULTIFAMILY RESIDENTIAL REAL ESTATECA$13,510$17,234,207LLU
LLU BAY CROSSING LLC
11145 ANDERSON STREET BC-200LOMA LINDACA92350951816009MULTIFAMILY RESIDENTIAL REAL ESTATECA-$245,505$10,019,625LLU
LLU BRENTWOOD OAKS MULTIFAMILY PROPERTY LLC
11145 ANDERSON STREET BC-200LOMA LINDACA92350951816009MULTIFAMILY RESIDENTIAL REAL ESTATECA-$620,844$13,689,625LLU
LLU BRISTOL DICKERSON MULTIFAMILY PARTNERSHIP
11145 ANDERSON STREET BC-200LOMA LINDACA92350951816009MULTIFAMILY RESIDENTIAL REAL ESTATECA$0$3,000,000LLU
LLU CHAZAL MULTIFAMILY PROPERTY LLC
11145 ANDERSON STREET BC-200LOMA LINDACA92350951816009MULTIFAMILY RESIDENTIAL REAL ESTATECA$270,476$10,444,859LLU
LLU COBBLEGATE MULTIFAMILY PROPERTY LLC
11145 ANDERSON STREET BC-200LOMA LINDACA92350462345905MULTIFAMILY RESIDENTIAL REAL ESTATECA-$265,469$26,355,796LLU
LLU CONIFER NOVI MULTIFAMILY
11145 ANDERSON STREET BC-200LOMA LINDACA92350455362289MULTIFAMILY RESIDENTIAL REAL ESTATECA$46,335$8,773,922LLU
LLU CYAN MULTIFAMILY PROPERTY LLC
11145 ANDERSON STREET BC-200LOMA LINDACA92350951816009MULTIFAMILY RESIDENTIAL REAL ESTATECA$354,852$3,719,095LLU
LLU DEERWOOD MULTIFAMILY LLC
11145 ANDERSON STREET BC-200LOMA LINDACA92350951816009MULTIFAMILY RESIDENTIAL REAL ESTATECA$0$11,057,515LLU
LLU EDGE MULTIFAMILY PROPERTY LLC
11145 ANDERSON STREET BC-200LOMA LINDACA92350951816009MULTIFAMILY RESIDENTIAL REAL ESTATECA-$360,372$10,889,301LLU
LLU ELLISTON MULTIFAMILY LLC
11145 ANDERSON STREET BC-200LOMA LINDACA92350951816009MULTIFAMILY RESIDENTIAL REAL ESTATECA-$2,186,031$20,208,327LLU
LLU FARMGATE MULTIFAMILY PROPERTY LLC
11145 ANDERSON STREET BC-200LOMA LINDACA92350951816009MULTIFAMILY RESIDENTIAL REAL ESTATECA$23,099$23,273,027LLU
LLU FARMINGTON MULTIFAMILY PROPERTY LLC
11145 ANDERSON STREET BC-200LOMA LINDACA92350951816009MULTIFAMILY RESIDENTIAL REAL ESTATECA-$306,078$15,404,021LLU
LLU GRAMERCY MULTIFAMILY PROPERTIES LLC
11145 ANDERSON STREET BC-200LOMA LINDACA92350951816009MULTIFAMILY RESIDENTIAL REAL ESTATECA-$281,109$15,653,120LLU
LLU HARRISON SQUARE MULTIFAMILY LLC
11145 ANDERSON STREET BC-200LOMA LINDACA92350951816009MULTIFAMILY RESIDENTIAL REAL ESTATECA-$368,494$19,890,193LLU
LLU HORIZON MULTIFAMILY PROPERTY LLC
11145 ANDERSON STREET BC-200LOMA LINDACA92350951816009MULTIFAMILY RESIDENTIAL REAL ESTATECA$782,624$8,804,634LLU
LLU HOUSTON HOUSE LLC
11145 ANDERSON STREET BC-200LOMA LINDACA92350951816009MULTIFAMILY RESIDENTIAL REAL ESTATECA-$348,787$4,768,875LLU
LLU KIERLAND MULTIFAMILY LLC
11145 ANDERSON STREET BC-200LOMA LINDACA92350951816009MULTIFAMILY RESIDENTIAL REAL ESTATECA$3,917,798$7,026,367LLU
LLU LEGACY MULTI-FAMILY PROPERTIES LLC
11145 ANDERSON STREET BC-200LOMA LINDACA92350951816009MULTIFAMILY RESIDENTIAL REAL ESTATECA$1,156,471-$9,332,255LLU
LLU LODGE MULTIFAMILY PROPERTY LLC
11145 ANDERSON STREET BC-200LOMA LINDACA92350951816009MULTIFAMILY RESIDENTIAL REAL ESTATECA-$299,086$14,952,483LLU
LLU MEZZ MULTIFAMILY PROPERTIES LLC
11145 ANDERSON STREET BC-200LOMA LINDACA92350951816009MULTIFAMILY RESIDENTIAL REAL ESTATECA-$1,263,836$169,765LLU
LLU MULTIFAMILY PROPERTIES II LLC
11145 ANDERSON STREET BC-200LOMA LINDACA92350951816009MULTIFAMILY RESIDENTIAL REAL ESTATECA$453,955$33,877,917LLU
LLU MULTIFAMILY PROPERTIES III LLC
11145 ANDERSON STREET BC-200LOMA LINDACA92350951816009MULTIFAMILY RESIDENTIAL REAL ESTATECA$100,547$22,729,211LLU
LLU MULTIFAMILY PROPERTIES IV LLC
11145 ANDERSON STREET BC-200LOMA LINDACA92350951816009MULTIFAMILY RESIDENTIAL REAL ESTATECA-$100,369$8,165,727LLU
LLU MULTIFAMILY PROPERTIES LLC
11145 ANDERSON STREET BC-200LOMA LINDACA92350951816009MULTIFAMILY RESIDENTIAL REAL ESTATECA-$578,672$48,729,424LLU
LLU OHP ASSOCIATES LLC
11145 ANDERSON STREET BC-200LOMA LINDACA92350951816009MULTIFAMILY RESIDENTIAL REAL ESTATECA-$17,576$5,776,741LLU
LLU OPUS MEMPHIS LLC
11145 ANDERSON STREET BC-200LOMA LINDACA92350951816009MULTIFAMILY RESIDENTIAL REAL ESTATECA$0$3,779,896LLU
LLU PARCLAND MULTIFAMILY LLC
11145 ANDERSON STREET BC-200LOMA LINDACA92350951816009MULTIFAMILY RESIDENTIAL REAL ESTATECA-$837,354$25,710,115LLU
LLU PILOT BUTTE MULIFAMILY PROPERTY LLC
11145 ANDERSON STREET BC-200LOMA LINDACA92350951816009MULTIFAMILY RESIDENTIAL REAL ESTATECA$5,069,814$0LLU
LLU PLANTATION LLC
11145 ANDERSON STREET BC-200LOMA LINDACA92350951816009MULTIFAMILY RESIDENTIAL REAL ESTATECA-$2,859,772$13,012,061LLU
LLU RACE TRACK ROAD MULTIFAMILY LLC
11145 ANDERSON STREET BC-200LOMA LINDACA92350951816009MULTIFAMILY RESIDENTIAL REAL ESTATECA$0$5,250,000LLU
LLU RIVERBEND MULTIFAMILY PROPERTY LLC
11145 ANDERSON STREET BC-200LOMA LINDACA92350951816009MULTIFAMILY RESIDENTIAL REAL ESTATECA-$105,716$8,495,458LLU
LLU RUSSELL ROAD MULTIFAMILY LLC
11145 ANDERSON STREET BC-200LOMA LINDACA92350951816009MULTIFAMILY RESIDENTIAL REAL ESTATECA$611,994$6,633,788LLU
LLU SAGEGATE MULTIFAMILY
11145 ANDERSON STREET BC-200LOMA LINDACA92350951816009MULTIFAMILY RESIDENTIAL REAL ESTATECA-$189,250-$2,994,236LLU
LLU SAGEGATE MULTIFAMILY PROPERTY LLC
11145 ANDERSON STREET BC-200LOMA LINDACA92350951816009MULTIFAMILY RESIDENTIAL REAL ESTATECA-$189,250$9,053,464LLU
LLU SEDONA MULTIFAMILY PROPERTY LLC
11145 ANDERSON STREET BC-200LOMA LINDACA92350951816009MULTIFAMILY RESIDENTIAL REAL ESTATECA-$283,897$16,296,803LLU
LLU SIENNA VISTA MULTIFAMILY PROPERTY LLC
11145 ANDERSON STREET BC-200LOMA LINDACA92350951816009MULTIFAMILY RESIDENTIAL REAL ESTATECA-$277,014$8,646,618LLU
LLU SILVER OAK MULTIFAMILY PROPERTY LLC
11145 ANDERSON STREET BC-200LOMA LINDACA92350951816009MULTIFAMILY RESIDENTIAL REAL ESTATECA-$272,224$16,429,128LLU
LLU THORNBRIDGE MULTIFAMILY PROPERTY LLC
11145 ANDERSON STREET BC-200LOMA LINDACA92350951816009MULTIFAMILY RESIDENTIAL REAL ESTATECA$372,790$22,654,434LLU
LLU TOMPKINS COVE LLC
11145 ANDERSON STREET BC-200LOMA LINDACA92350951816009MULTIFAMILY RESIDENTIAL REAL ESTATECA-$266,890$5,483,314LLU
LLU TRYON PARK MULTIFAMILY PROPERTY LLC
11145 ANDERSON STREET BC-200LOMA LINDACA92350455362289MULTIFAMILY RESIDENTIAL REAL ESTATECA-$561,433$11,972,668LLU
LLU TUSCAN HEIGHTS MULTIFAMILY LLC
11145 ANDERSON STREET BC-200LOMA LINDACA92350951816009MULTIFAMILY RESIDENTIAL REAL ESTATECA-$635,270$26,782,084LLU
LLU VERDE VISTA MULTIFAMILY PROPERTIES LLC
11145 ANDERSON STREET BC-200LOMA LINDACA92350951816009MULTIFAMILY RESIDENTIAL REAL ESTATECA-$1,222,648$10,870,791LLU
LLU VUE 25 MULTIFAMILY PROPERTY LLC
11145 ANDERSON STREET BC-200LOMA LINDACA92350951816009MULTIFAMILY RESIDENTIAL REAL ESTATECA-$196,843$11,716,849LLU
LLU WESCOTT MULTIFAMILY LLC
11145 ANDERSON STREET BC-200LOMA LINDACA92350951816009MULTIFAMILY RESIDENTIAL REAL ESTATECA$1,293,936$20,503,258LLU
LLU WESTBURY MULTIFAMILY PROPERTY LLC
11145 ANDERSON STREET BC-200LOMA LINDACA92350951816009MULTIFAMILY RESIDENTIAL REAL ESTATECA-$138,784$11,805,637LLU
LOMA LINDA TEXAS PROPERTIES II LLC
11145 ANDERSON STREET BC-200LOMA LINDACA92350951816009MULTIFAMILY RESIDENTIAL REAL ESTATECA-$231,856$10,757,425LLU
LOMA LINDA TEXAS PROPERTIES III LLC
11145 ANDERSON STREET BC-200LOMA LINDACA92350951816009MULTIFAMILY RESIDENTIAL REAL ESTATECA-$312,776$12,766,393LLU
LOMA LINDA TEXAS PROPERTIES LLC
11145 ANDERSON STREET BC-200LOMA LINDACA92350951816009MULTIFAMILY RESIDENTIAL REAL ESTATECA-$234,205$11,144,372LLU
LLU CADENCE MULTIFAMILY PROPERTY LLC
11145 ANDERSON STREET BC-200LOMA LINDACA92350951816009MULTIFAMILY RESIDENTIAL REAL ESTATECA-$365,097$11,902,738LLU
LLU CASCADE MEADOWS MULTIFAMILY PROPERTY LLC
11145 ANDERSON STREET BC-200LOMA LINDACA92350951816009MULTIFAMILY RESIDENTIAL REAL ESTATECA-$357,130$20,159,444LLU
LLU PILOT BUTTE MULTIFAMILY PROPERTY LLC
11145 ANDERSON STREET BC-200LOMA LINDACA92350951816009MULTIFAMILY RESIDENTIAL REAL ESTATECA-$152,481$30,681,126LLU
LLU AEP WOODSTOCK PREFERRED LLC
11145 ANDERSON STREET BC-200LOMA LINDACA92350951816009MULTIFAMILY RESIDENTIAL REAL ESTATECA$2,080,012$0LLU
LLU SAN MIGUEL LLC
11145 ANDERSON STREET BC-200LOMA LINDACA92350951816009MULTIFAMILY RESIDENTIAL REAL ESTATECA-$243,763$15,629,959LLU

Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (23 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdEINEINPrimary ActivitiesPrimaryActivitiesTxtLegal Domicile StateLegalDomicileStateCdExempt Code SectionExemptCodeSectionTxtPublic Charity StatusPublicCharityStatusTxtDirect Controlling NADirectControllingNACdControlled OrganizationControlledOrganizationIndBusiness Name Line1DirectControllingEntityName/BusinessNameLine1Txt
LLU SCHOOL OF MEDICINE FACULTY MEDICAL GROUP
11175 CAMPUS STLOMA LINDACA92350330672914EMPLOY CLINICAL FACULTYCA501(C)(3)LINE 12C, III-FIN/A0
LOMA LINDA UNIVERSITY HEALTH
11175 CAMPUS STREET CSP-11006LOMA LINDACA92350953804495PARENT ORGANIZATION AND EXECUTIVE SERVICES FOR RELATED EXEMPT ORGSCA501(C)(3)LINE 10GCOSDA
LOMA LINDA UNIVERSITY MEDICAL CENTER
11234 ANDERSON STREETLOMA LINDACA92350953522679HEALTHCARECA501(C)(3)LINE 3Yes (1)LLUH
LLUH PROFESSIONAL GENERAL LIABILITY TRUST
101 EREDLANDS BLVDSAN BERNARDINOCA92408366821892INSURANCEIL501(C)(3)LINE 12A, IYes (1)LLUH
LOMA LINDA UNIVERSITY HEALTH CARE
11175 CAMPUS STREETLOMA LINDACA92354330364239HEALTHCARE MANAGEMENTCA501(C)(3)LINE 12A, IYes (1)LLUH
FACULTY PHYSICIANS AND SURGEONS OF LOMA LINDA UNIVERSITY SCHOOL OF MEDICINE
11175 CAMPUS STREET 11120LOMA LINDACA92350330672915PHYSICIAN PRACTICE GROUPCA501(C)(3)LINE 12A, IYes (1)LLUH
GENERAL CONFERENCE OF SEVENTH-DAY ADVENTISTS
12501 OLD COLUMBIA PIKESILVER SPRINGSMD20904520643036CHURCHMD501(C)(3)LINE 10
LOMA LINDA UNIVERSITY UNEMPLOYMENT COMPENSATION AND WORKERS' COMPENSATION S
11175 CAMPUS STREETLOMA LINDACA92354953458265INSURANCECA501(C)(3)LINE 12A, IYes (1)LLUH
LOMA LINDA-INLAND EMPIRE CONSORTIUM FOR HEALTHCARE EDUCATION
11175 CAMPUS STREETLOMA LINDACA92354461612773GRADUATE MEDICAL EDUCATIONCA501(C)(3)LINE 10Yes (1)LLUH
LOMA LINDA UNIVERSITY MEDICAL CENTER-MURRIETA
28062 BAXTER ROADMURRIETACA92653371705906HOSPITALCA501(C)(3)LINE 3Yes (1)LLUH
LOMA LINDA UNIVERSITY ADVENTIST HEALTH SCIENCES CENTER
PO BOX 1802PROVIDENCERI02901366821892INSURANCERI501(C)(3)LINE 12A, IYes (1)LLUH
LOMA LINDA UNIVERSITY SHARED SERVICES
11175 CAMPUS STREETLOMA LINDACA92354810661056SERVICE ORGANIZATIONCA501(C)(3)LINE 1Yes (1)LLUH
UNIVERSITY INSURANCE COMPANY OF VERMONT
40 MAIN STREET STE 500BURLINGTONVT05402461612773INSURANCE UNDERWRITINGVT501(C)(3)LINE 1Yes (1)LLUH
FACULTY PHYSICIANS & SURGEONS OF LLM
11175 CAMPUS STREET 11120LOMA LINDACA92354330672915PHYSICIAN PRACTICE GROUPCA501(C)(3)LINE 12A, IYes (1)LLUH
LOMA LINDA CHILDREN'S HOSPITAL
PO BOX 926LOMA LINDACA92354463214504MEDICAL & HEALTH CARECA501(C)(3)LINE 3Yes (1)LLUH
LOMA LINDA UNIVERSITY BEHAVIORAL MEDICINE CENTER INC
1710 BARTON ROADREDLANDSCA92373330245579MEDICAL & HEALTH CARECA501(C)(3)LINE 3Yes (1)LLUH
LOMA LINDA MERCANTILE
PO BOX 926LOMA LINDACA92354953858272CHURCHCA501(C)(3)LINE 1Yes (1)LLUH
LOMA LINDA UNIVERSITY CHILDREN'S HOSPITAL FOUNDATION
11234 ANDERSON STLOMA LINDACA92354330565591HOSPITALCA501(C)(3)LINE 30LLUH
HEALTH MINISTRY FELLOWS ENDOWMENT
11245 ANDERSON ST NO 220LOMA LINDACA92354834492134GRADUATE MEDICAL EDUCATIONCA501(C)(3)LINE 10N/A0
LOMA LINDA UNIVERSITY SDA CHURCH
11125 CAMPUS STREETLOMA LINDACA92354952111211CHURCHCA501(C)(3)LINE 10
LOMA LINDA ACADEMY
10656 ANDERSON STLOMA LINDACA92354951831069CHURCHCA501(C)(3)LINE 10
LOMA LINDA UNIVERSITY DENTAL GROUP
11092 ANDERSON STLOMA LINDACA92350330399504PROVIDES MANAGEMENT SERVICES AND FACILITY IMPROVEMENTS TO LLUCA501(C)(3)LINE 100
LOMA LINDA UNIVERSITY INTERSTATE SERVICES
197 E CAROLINE ST SUITE 2100SAN BERNARDINOCA92408333565389SERVICE ORGANIZATIONCA501(C)(3)LINE 70

Id Related Org Txbl Partnership IdRelatedOrgTxblPartnershipGrp (10 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdEINEINPrimary ActivitiesPrimaryActivitiesTxtLegal Domicile StateLegalDomicileStateCdBusiness Name Line1DirectControllingEntityName/BusinessNameLine1TxtPredominant Income TypePredominantIncomeTypeTxtShare Of Total IncomeShareOfTotalIncomeAmtShare Of EOY AssetsShareOfEOYAssetsAmtDisproportionate AllocationsDisproportionateAllocationsIndGeneral Or Managing PartnerGeneralOrManagingPartnerIndOwnershipOwnershipPct
REFACTOR APOGEE LP
330 PRIMROSE ROAD SUITE 201BURLINGAMECA94010842396888MULTIFAMILY RESIDENTIAL REAL ESTATECALOMA LINDA UNIVERSITYRELATED-$6,075$1,025,919000.68970
REFACTOR AURORA LP
330 PRIMROSE ROAD SUITE 201BURLINGAMECA94010862453192MULTIFAMILY RESIDENTIAL REAL ESTATECALOMA LINDA UNIVERSITYRELATED-$7,418$2,036,165000.80000
REFACTOR SYNTHESIS LP
330 PRIMROSE ROAD SUITE 201BURLINGAMECA94010872832161MULTIFAMILY RESIDENTIAL REAL ESTATECALOMA LINDA UNIVERSITYRELATED-$6,078$1,034,643000.66670
REFACTOR SCALEUP LP
330 PRIMROSE ROAD SUITE 201BURLINGAMECA94010882801418MULTIFAMILY RESIDENTIAL REAL ESTATECALOMA LINDA UNIVERSITYRELATED-$7,197$10,027,112000.52030
CR SEDONA HOLDINGS LLC
444 WEST BEECH STREET SUITE 300SAN DIEGOCA92101874011961MULTIFAMILY RESIDENTIAL REAL ESTATECALOMA LINDA UNIVERSITYRELATED-$283,897$16,296,803000.66950
CR SILVER OAK HOLDINGS LLC
444 WEST BEECH STREET SUITE 300SAN DIEGOCA92101873963606MULTIFAMILY RESIDENTIAL REAL ESTATECALOMA LINDA UNIVERSITYRELATED-$272,224$16,429,128000.69770
AEP SX SPV LLC
8200 ROBERTS DRIVE SUITE 210SANDY SPRINGSGA30350931527202MULTIFAMILY RESIDENTIAL REAL ESTATECALOMA LINDA UNIVERSITYRELATED-$84,607$7,370,631000.88240
PACKARD MIDLO COMMON LLC
3438 PEACHTREE ROAD SUITE 800ATLANTAGA30326332316687MULTIFAMILY RESIDENTIAL REAL ESTATECALOMA LINDA UNIVERSITYRELATED$5,859,412000.61890
MI DEERWOOD SOUTH JV LLC
109 N POST OAK LANE STE 600HOUSTONTX77024921136678MULTIFAMILY RESIDENTIAL REAL ESTATECALOMA LINDA UNIVERSITYRELATED$11,057,515000.77680
SUNROAD WESCOTT APARTMENTS PARTNERSHIP LP
8620 SPECTRUM CENTER BLVD STE 1100SAN DIEGOCA92123863254683MULTIFAMILY RESIDENTIAL REAL ESTATECALOMA LINDA UNIVERSITYRELATED$4,237,417$4,212,515000.69610

Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (2 entries)

Primary ActivitiesPrimaryActivitiesTxtLegal Domicile StateLegalDomicileStateCdDirect Controlling NADirectControllingNACdControlled OrganizationControlledOrganizationIndAddress Line1ForeignAddress/AddressLine1TxtCityForeignAddress/CityNmCountryForeignAddress/CountryCdForeign PostalForeignAddress/ForeignPostalCdEINEINLegal Domicile Foreign CountryLegalDomicileForeignCountryCdBusiness Name Line1DirectControllingEntityName/BusinessNameLine1TxtEntity TypeEntityTypeTxtOwnershipOwnershipPct
CHARITABLE REMAINDER TRUSTS (115)
TRUST MANAGEMENTCAN/A0
SOF VIII INVESTOR X
REAL ESTATEYes (1)21 ST THOMAS STREETBRISTOLUKBS1 6JS950585363UKLOMA LINDA UNIVERSITYC1.00000
FieldValueIRS element (for citing)
Receipt Of Int Annts Rnts Rylts0ReceiptOfIntAnntsRntsRyltsInd
Gift Grnt Or Cap Contri To Oth OrgYes (1)GiftGrntOrCapContriToOthOrgInd
Gift Grnt Cap Contri From Oth OrgYes (1)GiftGrntCapContriFromOthOrgInd
Loans Or Guarantees To Other Org0LoansOrGuaranteesToOtherOrgInd
Loans Or Guarantees From Oth Org0LoansOrGuaranteesFromOthOrgInd
Div Related Organization0DivRelatedOrganizationInd
Asset Sale To Other Org0AssetSaleToOtherOrgInd
Asset Purchase From Other Org0AssetPurchaseFromOtherOrgInd
Asset Exchange0AssetExchangeInd
Rental Of Facilities To Oth OrgYes (1)RentalOfFacilitiesToOthOrgInd
Rental Of Fclts From Oth OrgYes (1)RentalOfFcltsFromOthOrgInd
Perform Of Services For Oth OrgYes (1)PerformOfServicesForOthOrgInd
Perform Of Services By Other OrgYes (1)PerformOfServicesByOtherOrgInd
Sharing Of Facilities0SharingOfFacilitiesInd
Paid Employees SharingYes (1)PaidEmployeesSharingInd
Reimbursement Paid To Other OrgYes (1)ReimbursementPaidToOtherOrgInd
Reimbursement Paid By Other OrgYes (1)ReimbursementPaidByOtherOrgInd
Transfer To Other OrgYes (1)TransferToOtherOrgInd
Transfer From Other OrgYes (1)TransferFromOtherOrgInd

Transactions Related Org TransactionsRelatedOrgGrp (25 entries)

Transaction TypeTransactionTypeTxtInvolvedInvolvedAmtMethod Of Amount DeterminationMethodOfAmountDeterminationTxt
FACULTY PHYSICIANS AND SURGEONS OF LOMA LINDA UNIVERSITY SCHOOL OF MEDICINE
L$380,152FMV
FACULTY PHYSICIANS AND SURGEONS OF LOMA LINDA UNIVERSITY SCHOOL OF MEDICINE
P$667,910FMV
FACULTY PHYSICIANS AND SURGEONS OF LOMA LINDA UNIVERSITY SCHOOL OF MEDICINE
M$14,701,831FMV
FACULTY PHYSICIANS AND SURGEONS OF LOMA LINDA UNIVERSITY SCHOOL OF MEDICINE
R$2,290,647FMV
LOMA LINDA INLAND EMPIRE CONSORTIUM FOR HEALTHCARE EDUCATION
L$292,338FMV
LOMA LINDA INLAND EMPIRE CONSORTIUM FOR HEALTHCARE EDUCATION
M$1,027,536FMV
LOMA LINDA UNIVERSITY CHILDREN'S HOSPITAL
L$493,390FMV
LOMA LINDA UNIVERSITY CHILDREN'S HOSPITAL
M$191,134FMV
LOMA LINDA UNIVERSITY HEALTH
M$3,570,101FMV
LOMA LINDA UNIVERSITY HEALTH CARE
L$1,700,036FMV
LOMA LINDA UNIVERSITY MEDICAL CENTER
J$368,349FMV
LOMA LINDA UNIVERSITY MEDICAL CENTER
K$480,714FMV
LOMA LINDA UNIVERSITY MEDICAL CENTER
L$29,904,232FMV
LOMA LINDA UNIVERSITY MEDICAL CENTER
S$3,500,000FMV
LOMA LINDA UNIVERSITY MEDICAL CENTER
P$97,912FMV
LOMA LINDA UNIVERSITY MEDICAL CENTER
M$3,711,659FMV
LOMA LINDA UNIVERSITY MEDICAL CENTER-MURIETTA
L$112,050FMV
LOMA LINDA UNIVERSITY SHARED SERVICES
J$991,605FMV
LOMA LINDA UNIVERSITY SHARED SERVICES
L$6,275,778FMV
LOMA LINDA UNIVERSITY SHARED SERVICES
M$29,175,440FMV
LOMA LINDA UNIVERSITY SHARED SERVICES
K$342,755FMV
LOMA LINDA UNIVERSITY SHARED SERVICES
P$163,153FMV
LOMA LINDA UNIVERSITY SHARED SERVICES
R$85,971FMV
LOMA LINDA MERCANTILE
P$137,249,510FMV
LOMA LINDA UNIVERSITY FACULTY DENTAL GROUP
R$1,975,713FMV

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