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
- Form 990
- Schedule A
- Schedule B
- Schedule D
- Schedule E
- Schedule F
- Schedule I
- Schedule J
- Schedule K
- Schedule L
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-05-15T13:49:41-05:00 | ReturnTs |
| Tax Period End | 2025-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 390859910 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BAKER TILLY ADVISORY GROUP LP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 225 S LAKE AVENUE SUITE 900 | AddressLine1Txt |
| City | PASADENA | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 91101 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2024-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 951816009 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LOMA LINDA UNIVERSITY | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | LOMA | BusinessNameControlTxt |
| Phone | 9095584515 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 11145 ANDERSON STREET 205 | AddressLine1Txt |
| City | LOMA LINDA | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 92350 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | LEW MOWERY | PersonNm |
| Person Title | VP FINANCE/ASST CORP SECRETARY | PersonTitleTxt |
| Phone | 9095584515 | PhoneNum |
| Signature | 2026-05-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | LAUREN A HAVERLOCK | PreparerPersonNm |
| PTIN | P00545829 | PTIN |
| Phone | 3104770450 | PhoneNum |
| Preparation | 2026-05-15 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | RICHARD H HART | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 11175 CAMPUS ST STE 11006 | AddressLine1Txt |
| City | LOMA LINDA | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 92350 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $804,174,801 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Group Exemption | 1071 | GroupExemptionNum |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.LLU.EDU | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1910 | FormationYr |
| Legal Domicile State | CA | LegalDomicileStateCd |
| Activity Or Mission | 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. | ActivityOrMissionDesc |
| Voting Members Governing Body | 37 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 29 | VotingMembersIndependentCnt |
| Total Employee | 2752 | TotalEmployeeCnt |
| Total Volunteers | 2302 | TotalVolunteersCnt |
| Total Gross UBI | $1,395,628 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $35,014,531 | PYContributionsGrantsAmt |
| CY Contributions Grants | $36,918,810 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $265,600,760 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $283,917,620 | CYProgramServiceRevenueAmt |
| PY Investment Income | $66,422,574 | PYInvestmentIncomeAmt |
| CY Investment Income | $52,846,537 | CYInvestmentIncomeAmt |
| PY Other Revenue | $30,768,666 | PYOtherRevenueAmt |
| CY Other Revenue | $31,502,016 | CYOtherRevenueAmt |
| PY Total Revenue | $397,806,531 | PYTotalRevenueAmt |
| CY Total Revenue | $405,184,983 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $18,585,963 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $23,683,112 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $183,511,032 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $185,207,918 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $5,684,232 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $178,723,294 | PYOtherExpensesAmt |
| CY Other Expenses | $185,614,891 | CYOtherExpensesAmt |
| PY Total Expenses | $380,820,289 | PYTotalExpensesAmt |
| CY Total Expenses | $394,505,921 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $16,986,242 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $10,679,062 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $1,947,539,284 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,192,515,890 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $1,065,914,072 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $1,286,660,743 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $881,625,212 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $905,855,147 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | LOMA LINDA UNIVERSITY, A SEVENTH-DAY ADVENTIST CHRISTIAN HEALTH SCIENCES INSTITUTION, SEEKS TO FURTHER THE HEALING AND TEACHING MINISTRY OF JESUS CHRIST "TO MAKE MAN WHOLE" BY: - EDUCATING ETHICAL AND PROFICIENT CHRISTIAN HEALTH PROFESSIONALS AND SCHOLARS THROUGH INSTRUCTION, EXAMPLE, AND THE PURSUIT OF TRUTH; - EXPANDING KNOWLEDGE THROUGH RESEARCH IN THE BIOLOGICAL, BEHAVIORAL, PHYSICAL, AND ENVIRONMENTAL SCIENCES AND APPLYING THIS KNOWLEDGE TO HEALTH AND DISEASE; - PROVIDING COMPREHENSIVE, COMPETENT, AND COMPASSIONATE HEALTH CARE FOR THE WHOLE PERSON THROUGH FACULTY, STUDENTS, AND ALUMNI. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $77,618,150 | ExpenseAmt |
| Grant | $10,602,057 | GrantAmt |
| Revenue | $65,835,122 | RevenueAmt |
| Desc | LOMA 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $65,477,440 | ExpenseAmt |
| Grant | $969,080 | GrantAmt |
| Revenue | $68,090,883 | RevenueAmt |
| Desc | THE 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $24,913,845 | ExpenseAmt |
| Grant | $500,180 | GrantAmt |
| Revenue | $27,094,304 | RevenueAmt |
| Desc | SCHOOL OF ALLIED HEALTH PROFESSIONS PREPARES GRADUATES TO BE EMPLOYEES OF CHOICE FOR PREMIER ORGANIZATIONS AROUND THE WORLD BY PROVIDING THEM WITH PRACTICAL LEARNING EXPERIENCES THROUGH PARTNERSHIPS WITH THOSE OPEN TO SHARING OUR VISION. SINCE 1966 THE SCHOOL HAS BEEN TRAINING HIGHLY SKILLED AND DEDICATED HEALTH CARE PROFESSIONALS IN MANY FIELDS. WHATEVER THEIR SPECIALTY, GRADUATES ENJOY JOB SECURITY, GOOD PAYING WAGES, AND THE PLEASURES OF A PERSONALLY REWARDING CAREER. THE SCHOOL OFFERS OVER FIFTY SPECIALIZED HEALTH CARE DEGREE OPTIONS IN THE FIELDS OF CARDIOPULMONARY SCIENCES, CLINICAL LABORATORY 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $94,939,900 | ExpenseAmt |
| Grant | $11,611,795 | GrantAmt |
| Revenue | $122,897,311 | RevenueAmt |
| Desc | LLU 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 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $94,939,900 | TotalOtherProgSrvcExpenseAmt |
| Total Other Prog Srvc Grant | $11,611,795 | TotalOtherProgSrvcGrantAmt |
| Total Other Prog Srvc Revenue | $122,897,311 | TotalOtherProgSrvcRevenueAmt |
| Total Program Service Expenses | $262,949,335 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | Yes (1) | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | Yes (1) | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | Yes (1) | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | Yes (1) | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | Yes (1) | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | 0 | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | 0 | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (1) | ConsolidatedAuditFinclStmtInd |
| School Operating | Yes (1) | SchoolOperatingInd |
| Foreign Office | Yes (1) | ForeignOfficeInd |
| Foreign Activities | Yes (1) | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (1) | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | Yes (1) | TaxExemptBondsInd |
| Invest Tax Exempt Bonds | 0 | InvestTaxExemptBondsInd |
| Escrow Account | 0 | EscrowAccountInd |
| On Behalf Of Issuer | 0 | OnBehalfOfIssuerInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | Yes (1) | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | Yes (1) | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | Yes (1) | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | Yes (1) | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | Yes (1) | TransactionWithControlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 86 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 2752 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | Yes (1) | QuidProQuoContributionsInd |
| Quid Pro Quo Contri Discl | Yes (1) | QuidProQuoContriDisclInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| DAF Excess Business Holdings | 0 | DAFExcessBusinessHoldingsInd |
| Taxable Distributions | 0 | TaxableDistributionsInd |
| Distribution To Donor | 0 | DistributionToDonorInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 37 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 29 | IndependentVotingMemberCnt |
| Family Or Business Rln | Yes (1) | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | Yes (1) | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | Yes (1) | MembersOrStockholdersInd |
| Election Of Board Members | Yes (1) | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | Yes (1) | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | 0 | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | Yes (1) | InvestmentInJointVentureInd |
| Written Policy Or Procedure | Yes (1) | WrittenPolicyOrProcedureInd |
| States Where Copy Of Return Is Fld | CA | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LEW MOWERY VP FINANCEASST CORP SECRETARY | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 9095584000 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 11145 ANDERSON STREET 205 | AddressLine1Txt |
| City | LOMA LINDA | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 92350 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (62 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | OfficerOfficerInd | Key EmployeeKeyEmployeeInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|---|---|
| ANTHONY HILLIARD | |||||||||
| TRUSTEE | 0.50 | 40.00 | Yes (X) | $0 | $1,138,888 | $100,498 | |||
| TREVOR WRIGHT | |||||||||
| TRUSTEE (THRU 10/24) | 1.00 | 40.00 | Yes (X) | $0 | $940,241 | $145,643 | |||
| TAMARA THOMAS | |||||||||
| DEAN-SCHOOL OF MEDICINE | 50.00 | 1.00 | Yes (X) | $0 | $926,529 | $119,010 | |||
| ROBERT MARTIN | |||||||||
| TRUSTEE | 1.00 | 40.00 | Yes (X) | $0 | $939,841 | $47,600 | |||
| RICHARD A HART | |||||||||
| TRUSTEE, PRESIDENT | 25.00 | 26.00 | Yes (X) | $0 | $787,218 | $127,421 | Yes (X) | ||
| RICARDO PEVERINI | |||||||||
| TRUSTEE | 1.00 | 40.00 | Yes (X) | $0 | $802,500 | $47,600 | |||
| HERBERT RUCKLE | |||||||||
| TRUSTEE | 1.00 | 40.00 | Yes (X) | $0 | $788,000 | $50,100 | |||
| FRANCIS CHAN | |||||||||
| TRUSTEE | 0.50 | 40.00 | Yes (X) | $0 | $473,528 | $47,600 | |||
| PAUL HERRMANN | |||||||||
| TRUSTEE | 0.50 | 40.00 | Yes (X) | $0 | $447,801 | $47,100 | |||
| LISA BEARDSLEY-HARDY | |||||||||
| TRUSTEE | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| G ALEXANDER BRYANT | |||||||||
| TRUSTEE | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| SHIRLEY CHANG | |||||||||
| TRUSTEE | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| ZENO CHARLES-MARCEL | |||||||||
| TRUSTEE | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| WILFREDO COLON | |||||||||
| TRUSTEE | 0.50 | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| DANIEL DAWES | |||||||||
| TRUSTEE | 0.50 | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| PAUL DOUGLAS | |||||||||
| TRUSTEE | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| STEVEN FILLER | |||||||||
| TRUSTEE | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| WAYNE HARRIS | |||||||||
| TRUSTEE | 0.50 | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| ERTON KOHLER | |||||||||
| TRUSTEE | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| PETER N LANDLESS | |||||||||
| TRUSTEE | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| ROBERT LEMON | |||||||||
| TRUSTEE | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| THOMAS LEMON | |||||||||
| TRUSTEE | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| JOSE LOREDO | |||||||||
| TRUSTEE | 0.50 | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| BARBARA MCKINNEY | |||||||||
| TRUSTEE | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| SHERYL MOORHEAD | |||||||||
| TRUSTEE | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| RICHARD OSBORN | |||||||||
| TRUSTEE | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| ALBERT REECE | |||||||||
| TRUSTEE | 0.50 | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| SANDRA ROBERTS | |||||||||
| TRUSTEE | 0.50 | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| JENNIFER SACRO | |||||||||
| TRUSTEE | 0.50 | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| ZAREH SARRAFIAN | |||||||||
| TRUSTEE | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| RANDY SCHELL | |||||||||
| TRUSTEE | 0.50 | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| EUNMEE SHIM | |||||||||
| TRUSTEE | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| ELLA SIMMONS | |||||||||
| TRUSTEE | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| LAREN TAN | |||||||||
| TRUSTEE | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| GARY THURBER | |||||||||
| TRUSTEE | 0.50 | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| RODNEY WEHTJE | |||||||||
| TRUSTEE | 0.50 | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| APRIL WILSON | |||||||||
| TRUSTEE | 0.50 | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| TED WILSON | |||||||||
| TRUSTEE | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| RODNEY NEAL | |||||||||
| SENIOR VP FINANCIAL AFFAIRS | 50.00 | 2.00 | $0 | $444,311 | $104,437 | Yes (X) | |||
| LEW MOWERY | |||||||||
| ASSISTANT SECRETARY | 9.00 | 45.00 | $0 | $411,939 | $98,944 | Yes (X) | |||
| RONALD L CARTER | |||||||||
| PROVOST | 50.00 | 1.00 | $0 | $419,202 | $81,102 | Yes (X) | |||
| ERIC SCHILT | |||||||||
| ASST SECRETARY (AS OF 05/25) | 9.00 | 40.00 | $0 | $377,337 | $101,375 | Yes (X) | |||
| DAVID P HARRIS | |||||||||
| VICE PRESIDENT | 50.00 | 0.00 | $0 | $279,972 | $79,068 | Yes (X) | |||
| KARL HAFFNER | |||||||||
| VP-STUDENT SERVICES | 50.00 | 0.00 | $0 | $264,095 | $68,131 | Yes (X) | |||
| MYRNA HANNA | |||||||||
| CORPORATE SECRETARY | 5.00 | 45.00 | $0 | $187,589 | $27,208 | Yes (X) | |||
| ANDREW RAY | |||||||||
| ASST SECRETARY (AS OF 05/25) | 50.00 | 0.00 | $0 | $179,341 | $18,525 | Yes (X) | |||
| KENNETH IWAKOSHI | |||||||||
| ASSISTANT SECRETARY | 1.00 | 40.00 | $0 | $179,069 | $17,544 | Yes (X) | |||
| ANGELA LALAS | |||||||||
| CFO | 9.00 | 40.00 | $0 | $1,275,821 | $161,921 | Yes (X) | |||
| MARK HUBBARD | |||||||||
| ASST SECRETARY | 9.00 | 40.00 | $0 | $836,690 | $119,239 | Yes (X) | |||
| KEVIN FISCHER | |||||||||
| ASST SECRETARY (THRU 3/25) | 9.00 | 40.00 | $0 | $215,143 | $29,444 | Yes (X) | |||
| TRAVIS LOSEY MD | |||||||||
| VP-RESEARCH AFFAIRS (AS OF 09/24) | 50.00 | 0.00 | $0 | $455,255 | $47,600 | Yes (X) | |||
| ROBERT A HANDYSIDES | |||||||||
| DEAN-SCHOOL OF DENTISTRY | 50.00 | 0.00 | $358,730 | $0 | $50,316 | Yes (X) | |||
| MICHAEL SAMARDZIJA | |||||||||
| VP-RESEARCH AFFAIRS (THRU 10/24) | 50.00 | 0.00 | $0 | $334,335 | $74,535 | Yes (X) | |||
| SHAWN COLLINS | |||||||||
| DEAN-SCHOOL OF NURSING | 50.00 | 0.00 | $251,609 | $12,057 | $41,702 | Yes (X) | |||
| BEVERLY BUCKLES | |||||||||
| DEAN-SCHOOL OF BEHAVIORAL HEALTH | 50.00 | 0.00 | $252,474 | $0 | $26,723 | Yes (X) | |||
| ADAM ARECHIGA | |||||||||
| DEAN-SCHOOL OF PUBLIC HEALTH | 50.00 | 0.00 | $202,824 | $0 | $38,850 | Yes (X) | |||
| HELEN HOPP MARSHAK | |||||||||
| ASSOCIATE PROVOST | 50.00 | 0.00 | $172,085 | $0 | $26,650 | Yes (X) | |||
| ALAN HERFORD | |||||||||
| PROGRAM DIRECTOR 2 | 50.00 | 0.00 | $474,321 | $0 | $55,466 | Yes (X) | |||
| CHI VIET | |||||||||
| ASSISTANT PROFESSOR | 50.00 | 0.00 | $411,264 | $0 | $67,880 | Yes (X) | |||
| JAIME LOZADA | |||||||||
| PROGRAM DIRECTOR 2 | 50.00 | 0.00 | $395,722 | $0 | $45,398 | Yes (X) | |||
| IRIS HYUNJOO NAM | |||||||||
| DENTAL CLINIC PRACTITIONER | 50.00 | 0.00 | $335,448 | $0 | $41,982 | Yes (X) | |||
| CARLOS MORETTA | |||||||||
| ASSISTANT PROFESSOR-PROG DIR | 50.00 | 0.00 | $325,937 | $0 | $48,735 | Yes (X) | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $3,180,414 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $13,116,702 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $2,205,347 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 399 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| LOMA LINDA MERCANTILE | |||||
| 11234 ANDERSON ST | LOMA LINDA | CA | 92354 | GOODS AND SERVICES | $103,821,409 |
| LOMA LINDA UNIVERSITY HEALTH | |||||
| 197 E CAROLINE ST STE 2100 | SAN BERNARDINO | CA | 92408 | SUPPORT & RISK MGMT-INSURANCE SERVICES | $38,015,122 |
| LOMA LINDA UNIVERSITY SHARED SERVICES I | |||||
| 197 E CAROLINE ST STE 2100 | SAN BERNARDINO | CA | 92408 | ADMIN & IT SUPPORT SERVICES | $31,601,893 |
| LOMA LINDA UNIVERSITY MEDICAL CENTER | |||||
| 11234 ANDERSON ST | LOMA LINDA | CA | 92354 | HOSPITAL SERVICES | $9,387,801 |
| LOMA LINDA INLAND EMPIRE CONSORTIUM FOR | |||||
| 11234 ANDERSON ST | LOMA LINDA | CA | 92354 | RESIDENCY EDUCATION & MEDICAL SERVICES | $907,439 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 7 | CntrctRcvdGreaterThan100KCnt |
| Related Organizations | $6,865,094 | RelatedOrganizationsAmt |
| All Other Contributions | $30,053,716 | AllOtherContributionsAmt |
| Noncash Contributions | $6,715,522 | NoncashContributionsAmt |
| Total Contributions | $36,918,810 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (4 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| TUITION AND FEES | 611600 | $190,441,966 | $190,441,966 |
| RESEARCH CONTRACTS | 611600 | $42,548,722 | $42,548,722 |
| CLINIC INCOME | 621400 | $21,462,819 | $21,462,819 |
| STUDENT LOAN INTEREST | 611600 | $1,397,028 | $1,397,028 |
Total Oth Program Service Rev TotalOthProgramServiceRevGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $28,067,085 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $28,067,085 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $283,917,620 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $26,321,287 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | $636,896 | UnrelatedBusinessRevenueAmt |
| Exclusion | $25,684,391 | ExclusionAmt |
Royalties Revenue RoyaltiesRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $971,806 | TotalRevenueColumnAmt |
| Exclusion | $971,806 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $6,394,487 | RealAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $5,085,115 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $1,309,372 | RealAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,309,372 | TotalRevenueColumnAmt |
| Exclusion | $1,309,372 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $415,925,834 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $389,400,584 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $26,525,250 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $26,525,250 | TotalRevenueColumnAmt |
| Exclusion | $26,525,250 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | $5,408,252 | GrossSalesOfInventoryAmt |
| Cost Of Goods Sold | $4,504,119 | CostOfGoodsSoldAmt |
Net Income Or Loss NetIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $904,133 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | $758,732 | UnrelatedBusinessRevenueAmt |
| Exclusion | $145,401 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | ExclusionExclusionAmt |
|---|---|---|---|
| POWER PLANT | 611600 | $27,473,760 | $27,473,760 |
| INDEPENDENT OPERATIONS | 611600 | $842,945 | $842,945 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $28,316,705 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $405,184,983 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $283,917,620 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $1,395,628 | UnrelatedBusinessRevenueAmt |
| Exclusion | $82,952,925 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part IX | Yes (X) | InfoInScheduleOPartIXInd |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $89,964 | TotalAmt |
| Program Services | $89,964 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $23,593,148 | TotalAmt |
| Program Services | $23,593,148 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,421,963 | TotalAmt |
| Program Services | $1,285,455 | ProgramServicesAmt |
| Management And General | $136,508 | ManagementAndGeneralAmt |
Comp Disqual Persons CompDisqualPersonsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $322,497 | TotalAmt |
| Program Services | $292,913 | ProgramServicesAmt |
| Management And General | $29,584 | ManagementAndGeneralAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $133,831,679 | TotalAmt |
| Program Services | $121,554,726 | ProgramServicesAmt |
| Management And General | $12,276,953 | ManagementAndGeneralAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $11,182,620 | TotalAmt |
| Program Services | $10,041,597 | ProgramServicesAmt |
| Management And General | $1,141,023 | ManagementAndGeneralAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $28,958,901 | TotalAmt |
| Program Services | $24,735,301 | ProgramServicesAmt |
| Management And General | $4,223,600 | ManagementAndGeneralAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $9,490,258 | TotalAmt |
| Program Services | $8,457,658 | ProgramServicesAmt |
| Management And General | $1,032,600 | ManagementAndGeneralAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,078,063 | TotalAmt |
| Management And General | $1,078,063 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,137,073 | TotalAmt |
| Management And General | $1,137,073 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $21,143,472 | TotalAmt |
| Management And General | $21,143,472 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $44,846,797 | TotalAmt |
| Program Services | $22,104,435 | ProgramServicesAmt |
| Management And General | $17,058,130 | ManagementAndGeneralAmt |
| Fundraising | $5,684,232 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $853,292 | TotalAmt |
| Program Services | $714,385 | ProgramServicesAmt |
| Management And General | $138,907 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $11,806,373 | TotalAmt |
| Program Services | $11,274,907 | ProgramServicesAmt |
| Management And General | $531,466 | ManagementAndGeneralAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $8,320,997 | TotalAmt |
| Program Services | $3,854,023 | ProgramServicesAmt |
| Management And General | $4,466,974 | ManagementAndGeneralAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $28,084,265 | TotalAmt |
| Program Services | $6,468,052 | ProgramServicesAmt |
| Management And General | $21,616,213 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,348,305 | TotalAmt |
| Program Services | $3,940,414 | ProgramServicesAmt |
| Management And General | $407,891 | ManagementAndGeneralAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $22,627 | TotalAmt |
| Program Services | $21,350 | ProgramServicesAmt |
| Management And General | $1,277 | ManagementAndGeneralAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $10,919,581 | TotalAmt |
| Program Services | $282,236 | ProgramServicesAmt |
| Management And General | $10,637,345 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $21,309,165 | TotalAmt |
| Program Services | $1,916,316 | ProgramServicesAmt |
| Management And General | $19,392,849 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,219,057 | TotalAmt |
| Program Services | $93,092 | ProgramServicesAmt |
| Management And General | $3,125,965 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (2 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $12,208,130 | TotalAmt |
| Program Services | $6,128,660 | ProgramServicesAmt |
| Management And General | $6,079,470 | ManagementAndGeneralAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $394,505,921 | TotalAmt |
| Program Services | $262,949,335 | ProgramServicesAmt |
| Management And General | $125,872,354 | ManagementAndGeneralAmt |
| Fundraising | $5,684,232 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $17,830,547 | BOYAmt |
| EOY | $15,996,628 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,387 | BOYAmt |
| EOY | $0 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,605,884 | BOYAmt |
| EOY | $16,207 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $26,926,322 | BOYAmt |
| EOY | $21,176,161 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,596,301 | BOYAmt |
| EOY | $4,256,779 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,649,684 | BOYAmt |
| EOY | $12,776,855 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $1,431,527,340 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $471,017,245 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $952,046,651 | BOYAmt |
| EOY | $960,510,095 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $255,980,334 | BOYAmt |
| EOY | $339,061,785 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $526,575,212 | BOYAmt |
| EOY | $564,495,756 | EOYAmt |
Investments Program Related InvestmentsProgramRelatedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $52,588,737 | BOYAmt |
| EOY | $71,237,031 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $98,734,225 | BOYAmt |
| EOY | $202,988,593 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,947,539,284 | BOYAmt |
| EOY | $2,192,515,890 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $47,058,395 | BOYAmt |
| EOY | $51,249,786 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $26,734,275 | BOYAmt |
| EOY | $19,059,204 | EOYAmt |
Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $163,456,235 | BOYAmt |
| EOY | $159,245,871 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $59,988,429 | BOYAmt |
| EOY | $99,305,414 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $768,676,738 | BOYAmt |
| EOY | $957,800,468 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,065,914,072 | BOYAmt |
| EOY | $1,286,660,743 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $102,193,048 | BOYAmt |
| EOY | $117,349,000 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $779,432,164 | BOYAmt |
| EOY | $788,506,147 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $881,625,212 | BOYAmt |
| EOY | $905,855,147 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,947,539,284 | BOYAmt |
| EOY | $2,192,515,890 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $10,679,062 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $15,041,490 | NetUnrlzdGainsLossesInvstAmt |
| Prior Period Adjustments | -$1,391 | PriorPeriodAdjustmentsAmt |
| Other Changes In Net Assets | -$1,489,226 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Consolidated Basis Fincl Stmt | Yes (X) | ConsolidatedBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | Yes (1) | FederalGrantAuditRequiredInd |
| Federal Grant Audit Performed | Yes (1) | FederalGrantAuditPerformedInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| School | Yes (X) | SchoolInd |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $37,325,953 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $38,593,585 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $44,410,511 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $35,014,531 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $36,918,810 | CurrentTaxYearAmt |
| Total | $192,263,390 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $37,325,953 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $38,593,585 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $44,410,511 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $35,014,531 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $36,918,810 | CurrentTaxYearAmt |
| Total | $192,263,390 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $13,490,184 | SubstantialContributorsTotAmt |
| Public Support Total170 | $178,773,206 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $19,482,961 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $21,010,697 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $10,403,871 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $33,909,182 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $33,050,684 | CurrentTaxYearAmt |
| Total | $117,857,395 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $18,271,186 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $25,754,037 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $22,689,866 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $27,967,796 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $28,316,705 | CurrentTaxYearAmt |
| Total | $122,999,590 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $433,120,375 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $1,333,549,295 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.41280 | PublicSupportCY170Pct |
| Public Support PY170 | 0.45770 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Form990 Schedule A Part VI Form990ScheduleAPartVIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: | FormAndLineReferenceDesc |
| Explanation | OTHER 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Donor Advised Funds Held | 9 | DonorAdvisedFundsHeldCnt |
| Donor Advised Funds Contri | $16,000 | DonorAdvisedFundsContriAmt |
| Donor Advised Funds Grants | $64,200 | DonorAdvisedFundsGrantsAmt |
| Donor Advised Funds Vl EOY | $6,607,473 | DonorAdvisedFundsVlEOYAmt |
| Disclosed Org Leg Ctrl | Yes (1) | DisclosedOrgLegCtrlInd |
| Disclosed For Charitable Prps | Yes (1) | DisclosedForCharitablePrpsInd |
Art Public Exhibition Amounts ArtPublicExhibitionAmountsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Revenues Included | $0 | RevenuesIncludedAmt |
| Assets Included | $794,138 | AssetsIncludedAmt |
Held Works Art HeldWorksArtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Revenues Included | $0 | RevenuesIncludedAmt |
| Assets Included | $0 | AssetsIncludedAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Collection Used Pub Exhibition | Yes (X) | CollectionUsedPubExhibitionInd |
| Collection Used Preservation | Yes (X) | CollectionUsedPreservationInd |
| Solicited Assets Sale | 0 | SolicitedAssetsSaleInd |
| Agent Trustee Etc | 0 | AgentTrusteeEtcInd |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $571,019,719 | BeginningYearBalanceAmt |
| Contributions | $7,827,470 | ContributionsAmt |
| Investment Earnings Or Losses | $24,194,771 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $35,172,648 | OtherExpendituresAmt |
| End Year Balance | $567,869,312 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $551,488,470 | BeginningYearBalanceAmt |
| Contributions | $6,662,522 | ContributionsAmt |
| Investment Earnings Or Losses | $12,868,727 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $571,019,719 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $533,763,664 | BeginningYearBalanceAmt |
| Contributions | $3,639,100 | ContributionsAmt |
| Investment Earnings Or Losses | $15,705,906 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $1,620,200 | OtherExpendituresAmt |
| End Year Balance | $551,488,470 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $500,804,841 | BeginningYearBalanceAmt |
| Contributions | $6,563,283 | ContributionsAmt |
| Investment Earnings Or Losses | $26,569,634 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $174,094 | OtherExpendituresAmt |
| End Year Balance | $533,763,664 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $428,976,305 | BeginningYearBalanceAmt |
| Contributions | $12,783,821 | ContributionsAmt |
| Investment Earnings Or Losses | $59,213,328 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $168,613 | OtherExpendituresAmt |
| End Year Balance | $500,804,841 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.17550 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.59570 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.22880 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | Yes (1) | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | $1,498,635 | InvestmentCostOrOtherBasisAmt |
| Other Cost Or Other Basis | $38,932,494 | OtherCostOrOtherBasisAmt |
| Book Value | $40,431,129 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | $661,470,407 | InvestmentCostOrOtherBasisAmt |
| Other Cost Or Other Basis | $526,130,700 | OtherCostOrOtherBasisAmt |
| Depreciation | $307,385,058 | DepreciationAmt |
| Book Value | $880,216,049 | BookValueAmt |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $43,670,693 | OtherCostOrOtherBasisAmt |
| Depreciation | $30,653,850 | DepreciationAmt |
| Book Value | $13,016,843 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $147,881,136 | OtherCostOrOtherBasisAmt |
| Depreciation | $128,953,257 | DepreciationAmt |
| Book Value | $18,927,879 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $11,943,275 | OtherCostOrOtherBasisAmt |
| Depreciation | $4,025,080 | DepreciationAmt |
| Book Value | $7,918,195 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $960,510,095 | TotalBookValueLandBuildingsAmt |
Closely Held Equity Interests CloselyHeldEquityInterestsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Book Value | $223,133,028 | BookValueAmt |
| Method Valuation | F | MethodValuationCd |
Other Securities OtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | INVESTMENTS - OTHER | Desc |
| Book Value | $341,362,728 | BookValueAmt |
| Method Valuation | F | MethodValuationCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $564,495,756 | TotalBookValueSecuritiesAmt |
Other Assets Org OtherAssetsOrgGrp (6 entries)
| DescDesc | Book 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 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | $202,988,593 | TotalBookValueOtherAssetsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (9 entries)
| DescDesc | AmtAmt |
|---|---|
| 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 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $957,800,468 | TotalLiabilityAmt |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Nondiscriminatory Policy Stmt | Yes (1) | NondiscriminatoryPolicyStmtInd |
| Policy Stmt In Brochures Etc | Yes (1) | PolicyStmtInBrochuresEtcInd |
| Plcy Pblczd Via Broadcast Media | Yes (1) | PlcyPblczdViaBroadcastMediaInd |
| Maintain Racial Comp Recs | Yes (1) | MaintainRacialCompRecsInd |
| Maintain Scholarships Recs | Yes (1) | MaintainScholarshipsRecsInd |
| Maintain Cpy Of Brochures Etc | Yes (1) | MaintainCpyOfBrochuresEtcInd |
| Maintain Cpy Of All Sol | Yes (1) | MaintainCpyOfAllSolInd |
| Discriminate Race Stdnts Rghts | 0 | DiscriminateRaceStdntsRghtsInd |
| Discriminate Race Admiss Plcy | 0 | DiscriminateRaceAdmissPlcyInd |
| Discriminate Race Emplm Fculty | 0 | DiscriminateRaceEmplmFcultyInd |
| Discriminate Race Schs | Yes (1) | DiscriminateRaceSchsInd |
| Discriminate Race Educ Plcy | 0 | DiscriminateRaceEducPlcyInd |
| Discriminate Race Use Of Fclts | 0 | DiscriminateRaceUseOfFcltsInd |
| Discriminate Race Athlt Prog | 0 | DiscriminateRaceAthltProgInd |
| Discriminate Race Other Acty | 0 | DiscriminateRaceOtherActyInd |
| Government Financial Aid Rcvd | Yes (1) | GovernmentFinancialAidRcvdInd |
| Government Financial Aid Rvkd | 0 | GovernmentFinancialAidRvkdInd |
| Compliance With Rev Proc7550 | Yes (1) | ComplianceWithRevProc7550Ind |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| SCHEDULE E, PART I, LINE 3 | THE 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 5 | SOME SCHOLARSHIPS ARE FUNDED BY MINORITY GROUPS WHO SPECIFY THAT THEY SHOULD BE AWARDED ONLY TO THE RESPECTIVE MINORITY STUDENTS. ALL OTHERS ARE AWARDED WITHOUT REGARD TO RACE. |
| SCHEDULE E, PART I, LINE 6 | THE 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)
| RegionRegionTxt | OfficesOfficesCnt | EmployeeEmployeeCnt | Type Of Activities ConductedTypeOfActivitiesConductedTxt | Specific Services ProvidedSpecificServicesProvidedTxt | Region Total ExpendituresRegionTotalExpendituresAmt |
|---|---|---|---|---|---|
| CENTRAL AMERICA AND THE CARIBBEAN | 0 | 10 | PROGRAM SERVICES | BOARD MEETING, CLINICAL SERVICES, RESEARCH, MEETINGS, CONFERENCES | $30,590 |
| EAST ASIA AND THE PACIFIC | 0 | 53 | PROGRAM SERVICES | TEACHING, CONSULTATIONS, WORKSHOPS, MEETINGS, CLINICAL SERVICES, GRADUATION CEREMONIES, RESEARCH, PROJECTS, CONFERENCES | $185,875 |
| EUROPE (INCLUDING ICELAND & GREENLAND) | 0 | 31 | PROGRAM SERVICES | MEETINGS, STUDENT RECRUITMENT, HISTORICAL/RELIGIOUS TOURS, RESEARCH, WORKSHOPS, TRAINING, CONSULTATIONS, CONFERENCES | $89,002 |
| MIDDLE EAST AND NORTH AFRICA | 0 | 3 | PROGRAM SERVICES | CONFERENCE, MEETING | $12,688 |
| NORTH AMERICA - CANADA AND MEXICO | 0 | 7 | PROGRAM SERVICES | CONFERENCE, RESEARCH, MEETING | $13,598 |
| SOUTH AMERICA | 0 | 15 | PROGRAM SERVICES | RESEARCH, MEETING, PROJECT, TEACHING, CONFERENCE | $39,726 |
| SOUTH ASIA | 0 | 2 | PROGRAM SERVICES | CONFERENCE, CONSULTATION | $4,184 |
| SUB-SAHARAN AFRICA | 0 | 30 | PROGRAM SERVICES | MEETING, TEACHING, CONSULTATION, RESEARCH, PROJECT, WORKSHOP, CLINICAL SERVICE, CONFERENCE, BOARD MEETINGS | $90,447 |
| EAST ASIA AND THE PACIFIC | 0 | 0 | INVESTMENTS | $11,955,339 | |
| EUROPE (INCLUDING ICELAND & GREENLAND) | 0 | 0 | INVESTMENTS | $43,644,080 | |
| NORTH AMERICA - CANADA AND MEXICO | 0 | 0 | INVESTMENTS | $7,520,559 | |
| SOUTH AMERICA | 0 | 0 | INVESTMENTS | $960,400 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Offices | 0 | SubtotalOfficesCnt |
| Subtotal Employees | 151 | SubtotalEmployeesCnt |
| Continuation Total Office | 0 | ContinuationTotalOfficeCnt |
| Continuation Total Employee | 0 | ContinuationTotalEmployeeCnt |
| Total Office | 0 | TotalOfficeCnt |
| Total Employee | 151 | TotalEmployeeCnt |
| Subtotal Spent | $466,110 | SubtotalSpentAmt |
| Continuation Spent | $64,080,378 | ContinuationSpentAmt |
| Total Spent | $64,546,488 | TotalSpentAmt |
| Transfer To Foreign Corp | Yes (1) | TransferToForeignCorpInd |
| Interest In Foreign Trust | 0 | InterestInForeignTrustInd |
| Foreign Corp Ownership | Yes (1) | ForeignCorpOwnershipInd |
| Passive Foreign Investmest Co | Yes (1) | PassiveForeignInvestmestCoInd |
| Foreign Partnership | Yes (1) | ForeignPartnershipInd |
| Boycott Countries | 0 | BoycottCountriesInd |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Non Cash AssistanceNonCashAssistanceAmt | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|---|---|
| FACULTY PHYSICIANS AND SURGEONS OF LLUSM | ||||||||
| 11370 ANDERSON ST | LOMA LINDA | CA | 92354 | 330672915 | 501(C)(3) | $15,000 | $0 | SUPPORT LOCAL MEDICAL EDUCATION |
| LOMA LINDA ACADEMY | ||||||||
| 10656 ANDERSON ST | LOMA LINDA | CA | 92354 | 951831069 | 501(C)(3) | $13,100 | $0 | SUPPORT LOCAL SDA SCHOOL AFFILIATED WITH LLU |
| WHITE MEMORIAL MEDICAL CENTER CHARITABLE FOUNDATION | ||||||||
| 1720 E CESAR E CHAVEZ AVE | LOS ANGELES | CA | 90033 | 953760201 | 501(C)(3) | $10,000 | $0 | SUPPORT LOCAL SDA MEDICAL HOSPITALS MEDICAL PROGRAMS |
| GENERAL CONFERENCE OF SEVENTH DAY ADVENTISTS | ||||||||
| 12501 OLD COLUMBIA PIKE | SILVER SPRING | MD | 20904 | 520643036 | 501(C)(3) | $7,000 | $0 | SUPPORT SDA GENERAL CONFERENCE EDUCATIONAL AND GRANTS |
| LOMA LINDA UNIVERSITY MEDICAL AUXILLARY | ||||||||
| 11245 ANDERSON ST STE 230 | LOMA LINDA | CA | 92354 | 953157339 | 501(C)(3) | $5,350 | $0 | SUPPORT LOCAL SDA ASSOCIATIONS FOR EDUCATION PURPOSES |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 5 | Total501c3OrgCnt |
| Total Other Org | 0 | TotalOtherOrgCnt |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp (9 entries)
| Grant TypeGrantTypeTxt | RecipientRecipientCnt | Cash GrantCashGrantAmt |
|---|---|---|
| SCHOOL OF ALLIED HEALTH PROFESSIONS | 423 | $494,180 |
| SCHOOL OF DENTISTRY | 289 | $969,080 |
| SCHOOL OF MEDICINE | 640 | $10,586,457 |
| SCHOOL OF NURSING | 684 | $1,237,202 |
| SCHOOL OF PHARMACY | 139 | $1,248,099 |
| SCHOOL OF PUBLIC HEALTH | 221 | $1,238,215 |
| SCHOOL OF RELIGION | 25 | $315,934 |
| SCHOOL OF BEHAVIORAL HEALTH | 346 | $3,524,056 |
| NON-SCHOOL SPECIFIC GRANTS | 0 | $3,979,924 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | GRANTS ARE ACCOUNTED FOR IN THE UNIVERSITY'S ACCOUNTING RECORDS, INCLUDING SUPPORTING DOCUMENTATION FOR ALL EXPENDITURES. GRANT MANAGERS ARE REQUIRED TO ASSERT THAT FUNDS HAVE BEEN SPENT IN ACCORDANCE WITH THE GRANT REQUIREMENTS. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Idemnification Gross Up Pmts | Yes (X) | IdemnificationGrossUpPmtsInd |
| Written Policy Ref T And E Expnss | Yes (1) | WrittenPolicyRefTAndEExpnssInd |
| Substantiation Required | Yes (1) | SubstantiationRequiredInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | Yes (1) | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | Yes (1) | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (33 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp 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 ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART I, LINE 1A | LLUH BENEFITS PROVIDE FOR GROSS-UP PAYMENTS TO APPROXIMATELY COVER THE TAXES ON THE IMPUTED COST OF GROUP-TERM LIFE INSURANCE COVERAGE IN EXCESS OF $50,000. ALL EMPLOYEES 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 3 | THE 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 4B | NET 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 7 | BONUSES 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
Issuer Name IssuerName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CALIFORNIA EDUCATIONAL FACILITIES AUTHORITY | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Issuer EIN | 521705592 | BondIssuerEIN |
| CUSIP | 130179JF2 | CUSIPNum |
| Bond Issued | 2017-03-09 | BondIssuedDt |
| Issue Price | $149,174,009 | IssuePriceAmt |
| Purpose | SEE PART VI | PurposeDesc |
| Defeased | 0 | DefeasedInd |
| On Behalf Of Issuer | 0 | OnBehalfOfIssuerInd |
| Pool Financing | 0 | PoolFinancingInd |
Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Retired | $9,785,000 | RetiredAmt |
| Total Proceeds | $150,072,279 | TotalProceedsAmt |
| Capitalized Interest | $9,858,508 | CapitalizedInterestAmt |
| Issuance Costs From Proceeds | $886,454 | IssuanceCostsFromProceedsAmt |
| Capital Expenditures | $50,023,695 | CapitalExpendituresAmt |
| Other Spent Proceeds | $89,303,622 | OtherSpentProceedsAmt |
| Substantial Completion | 2020 | SubstantialCompletionYr |
| Refunding Tax Exempt Bonds | Yes (1) | RefundingTaxExemptBondsInd |
| Refunding Taxable Bonds | 0 | RefundingTaxableBondsInd |
| Final Allocation Made | Yes (1) | FinalAllocationMadeInd |
| Adequate Books And Rec Maint | Yes (1) | AdequateBooksAndRecMaintInd |
Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Owning Bond Financed Property | 0 | OwningBondFinancedPropertyInd |
| Any Lease Arrangements | Yes (1) | AnyLeaseArrangementsInd |
| Mgmt Contract Bond Fincd Prop | Yes (1) | MgmtContractBondFincdPropInd |
| Engage Bond Counsel Contracts | Yes (1) | EngageBondCounselContractsInd |
| Any Research Agreements | Yes (1) | AnyResearchAgreementsInd |
| Engage Bond Counsel Research | Yes (1) | EngageBondCounselResearchInd |
| Private Bus Use By Others | 0.00800 | PrivateBusUseByOthersPct |
| Private Bus Concerning UBI | 0.00300 | PrivateBusConcerningUBIPct |
| Total Private Business Use | 0.01100 | TotalPrivateBusinessUsePct |
| Bond Iss Meet Prvt Sec Pymt Test | 0 | BondIssMeetPrvtSecPymtTestInd |
| Change In Use Bond Financed Prop | 0 | ChangeInUseBondFinancedPropInd |
| Procs Nonqualified Bond Remdtd | Yes (1) | ProcsNonqualifiedBondRemdtdInd |
Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Form8038 T Filed | 0 | Form8038TFiledInd |
| Rebate Not Due Yet | 0 | RebateNotDueYetInd |
| Exception To Rebate | Yes (1) | ExceptionToRebateInd |
| No Rebate Due | Yes (1) | NoRebateDueInd |
| Variable Rate Issue | 0 | VariableRateIssueInd |
| Hedge Identified In Bks And Rec | 0 | HedgeIdentifiedInBksAndRecInd |
| Gross Proceeds Invested In GIC | 0 | GrossProceedsInvestedInGICInd |
| Gross Proceeds Invested | 0 | GrossProceedsInvestedInd |
| Written Proc To Monitor Reqs | Yes (1) | WrittenProcToMonitorReqsInd |
Procedures Corrective Action ProceduresCorrectiveActionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Procedures Corrective Action | Yes (1) | ProceduresCorrectiveActionInd |
Supplemental Information Detail SupplementalInformationDetail (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| 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 DescriptionRelationshipDescriptionTxt | TransactionTransactionAmt | TransactionTransactionDesc | Sharing Of RevenuesSharingOfRevenuesInd |
|---|---|---|---|
| JOLLY HUBBARD | |||
| FAMILY MEMBER OF AN OFFICER OF THE UNIVERSITY | $118,874 | WAGES | 0 |
| JEREMY HUBBARD | |||
| FAMILY MEMBER OF AN OFFICER OF THE UNIVERSITY | $203,623 | WAGES | 0 |
Schedule M IRS990ScheduleM
Works Of Art WorksOfArtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 4 | ContributionCnt |
| Noncash Contributions Rpt F990 | $11,395 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FMV | MethodOfDeterminingRevenuesTxt |
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 80791 | ContributionCnt |
| Noncash Contributions Rpt F990 | $4,215,499 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FMV | MethodOfDeterminingRevenuesTxt |
Real Estate Other RealEstateOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 4 | ContributionCnt |
| Noncash Contributions Rpt F990 | $2,449,000 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FMV | MethodOfDeterminingRevenuesTxt |
Other Non Cash Contri Table OtherNonCashContriTableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Desc | MISCELLANEOUS | Desc |
| Contribution | 28 | ContributionCnt |
| Noncash Contributions Rpt F990 | $39,658 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FMV | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form8283 Received | 0 | Form8283ReceivedCnt |
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | Yes (1) | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | 0 | ThirdPartiesUsedInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, COLUMN (B): | FormAndLineReferenceDesc |
| Explanation | THE NUMBER OF ITEMS CONTRIBUTED ARE REPORTED IN COLUMN (B). | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (11 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 2 | THE NATURE OF THE RELATIONSHIP IS EMPLOYMENT. |
| FORM 990, PART VI, SECTION A, LINE 3 | EXECUTIVE 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 6 | LOMA LINDA UNIVERSITY HEALTH IS THE SOLE MEMBER OF LOMA LINDA UNIVERSITY. |
| FORM 990, PART VI, SECTION A, LINE 7A | LLUH AS THE SOLE MEMBER MAINTAINS CERTAIN RESERVED POWERS, INCLUDING THE POWER TO APPOINT OR REMOVE TRUSTEES. |
| FORM 990, PART VI, SECTION A, LINE 7B | THE 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 11B | THE 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 12C | GENERAL COUNSEL ANNUALLY OBTAINS STATEMENT OF DISCLOSURE FROM TRUSTEES, OFFICERS, ADMINISTRATORS, KEY EMPLOYEES, AND OTHERS WHO MAKE OR AFFECT SIGNIFICANT DECISIONS AND REVIEWS THE FINDINGS WITH APPROPRIATE BOARDS AND COMMITTEES. THE BOARD OF TRUSTEES MAKES THE DECISIONS REGARDING QUESTIONS WHICH HAVE NOT BEEN SATISFACTORILY ANSWERED AFTER ADMINISTRATIVE CONSIDERATION. THE GENERAL CONFERENCE AUDITING DEPARTMENT ANNUALLY AUDITS COMPLIANCE WITH THIS POLICY. |
| FORM 990, PART VI, SECTION B, LINE 15B | THE 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 19 | LLU 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 11G | ADMIN 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/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Total IncomeTotalIncomeAmt | End Of Year AssetsEndOfYearAssetsAmt | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt |
|---|---|---|---|---|---|---|---|---|---|
| LLU 1000 WEST MULTIFAMILY PROPERTY LLC | |||||||||
| 11145 ANDERSON STREET BC-200 | LOMA LINDA | CA | 92350 | 951816009 | MULTIFAMILY RESIDENTIAL REAL ESTATE | CA | -$1,374,848 | $12,766,461 | LLU |
| LLU ADARA MULTIFAMILY PROPERTY LLC | |||||||||
| 11145 ANDERSON STREET BC-200 | LOMA LINDA | CA | 92350 | 951816009 | MULTIFAMILY RESIDENTIAL REAL ESTATE | CA | -$791,576 | $15,038,617 | LLU |
| LLU ALDEN MULTIFAMILY PROPERTIES LLC | |||||||||
| 11145 ANDERSON STREET BC-200 | LOMA LINDA | CA | 92350 | 951816009 | MULTIFAMILY RESIDENTIAL REAL ESTATE | CA | $13,510 | $17,234,207 | LLU |
| LLU BAY CROSSING LLC | |||||||||
| 11145 ANDERSON STREET BC-200 | LOMA LINDA | CA | 92350 | 951816009 | MULTIFAMILY RESIDENTIAL REAL ESTATE | CA | -$245,505 | $10,019,625 | LLU |
| LLU BRENTWOOD OAKS MULTIFAMILY PROPERTY LLC | |||||||||
| 11145 ANDERSON STREET BC-200 | LOMA LINDA | CA | 92350 | 951816009 | MULTIFAMILY RESIDENTIAL REAL ESTATE | CA | -$620,844 | $13,689,625 | LLU |
| LLU BRISTOL DICKERSON MULTIFAMILY PARTNERSHIP | |||||||||
| 11145 ANDERSON STREET BC-200 | LOMA LINDA | CA | 92350 | 951816009 | MULTIFAMILY RESIDENTIAL REAL ESTATE | CA | $0 | $3,000,000 | LLU |
| LLU CHAZAL MULTIFAMILY PROPERTY LLC | |||||||||
| 11145 ANDERSON STREET BC-200 | LOMA LINDA | CA | 92350 | 951816009 | MULTIFAMILY RESIDENTIAL REAL ESTATE | CA | $270,476 | $10,444,859 | LLU |
| LLU COBBLEGATE MULTIFAMILY PROPERTY LLC | |||||||||
| 11145 ANDERSON STREET BC-200 | LOMA LINDA | CA | 92350 | 462345905 | MULTIFAMILY RESIDENTIAL REAL ESTATE | CA | -$265,469 | $26,355,796 | LLU |
| LLU CONIFER NOVI MULTIFAMILY | |||||||||
| 11145 ANDERSON STREET BC-200 | LOMA LINDA | CA | 92350 | 455362289 | MULTIFAMILY RESIDENTIAL REAL ESTATE | CA | $46,335 | $8,773,922 | LLU |
| LLU CYAN MULTIFAMILY PROPERTY LLC | |||||||||
| 11145 ANDERSON STREET BC-200 | LOMA LINDA | CA | 92350 | 951816009 | MULTIFAMILY RESIDENTIAL REAL ESTATE | CA | $354,852 | $3,719,095 | LLU |
| LLU DEERWOOD MULTIFAMILY LLC | |||||||||
| 11145 ANDERSON STREET BC-200 | LOMA LINDA | CA | 92350 | 951816009 | MULTIFAMILY RESIDENTIAL REAL ESTATE | CA | $0 | $11,057,515 | LLU |
| LLU EDGE MULTIFAMILY PROPERTY LLC | |||||||||
| 11145 ANDERSON STREET BC-200 | LOMA LINDA | CA | 92350 | 951816009 | MULTIFAMILY RESIDENTIAL REAL ESTATE | CA | -$360,372 | $10,889,301 | LLU |
| LLU ELLISTON MULTIFAMILY LLC | |||||||||
| 11145 ANDERSON STREET BC-200 | LOMA LINDA | CA | 92350 | 951816009 | MULTIFAMILY RESIDENTIAL REAL ESTATE | CA | -$2,186,031 | $20,208,327 | LLU |
| LLU FARMGATE MULTIFAMILY PROPERTY LLC | |||||||||
| 11145 ANDERSON STREET BC-200 | LOMA LINDA | CA | 92350 | 951816009 | MULTIFAMILY RESIDENTIAL REAL ESTATE | CA | $23,099 | $23,273,027 | LLU |
| LLU FARMINGTON MULTIFAMILY PROPERTY LLC | |||||||||
| 11145 ANDERSON STREET BC-200 | LOMA LINDA | CA | 92350 | 951816009 | MULTIFAMILY RESIDENTIAL REAL ESTATE | CA | -$306,078 | $15,404,021 | LLU |
| LLU GRAMERCY MULTIFAMILY PROPERTIES LLC | |||||||||
| 11145 ANDERSON STREET BC-200 | LOMA LINDA | CA | 92350 | 951816009 | MULTIFAMILY RESIDENTIAL REAL ESTATE | CA | -$281,109 | $15,653,120 | LLU |
| LLU HARRISON SQUARE MULTIFAMILY LLC | |||||||||
| 11145 ANDERSON STREET BC-200 | LOMA LINDA | CA | 92350 | 951816009 | MULTIFAMILY RESIDENTIAL REAL ESTATE | CA | -$368,494 | $19,890,193 | LLU |
| LLU HORIZON MULTIFAMILY PROPERTY LLC | |||||||||
| 11145 ANDERSON STREET BC-200 | LOMA LINDA | CA | 92350 | 951816009 | MULTIFAMILY RESIDENTIAL REAL ESTATE | CA | $782,624 | $8,804,634 | LLU |
| LLU HOUSTON HOUSE LLC | |||||||||
| 11145 ANDERSON STREET BC-200 | LOMA LINDA | CA | 92350 | 951816009 | MULTIFAMILY RESIDENTIAL REAL ESTATE | CA | -$348,787 | $4,768,875 | LLU |
| LLU KIERLAND MULTIFAMILY LLC | |||||||||
| 11145 ANDERSON STREET BC-200 | LOMA LINDA | CA | 92350 | 951816009 | MULTIFAMILY RESIDENTIAL REAL ESTATE | CA | $3,917,798 | $7,026,367 | LLU |
| LLU LEGACY MULTI-FAMILY PROPERTIES LLC | |||||||||
| 11145 ANDERSON STREET BC-200 | LOMA LINDA | CA | 92350 | 951816009 | MULTIFAMILY RESIDENTIAL REAL ESTATE | CA | $1,156,471 | -$9,332,255 | LLU |
| LLU LODGE MULTIFAMILY PROPERTY LLC | |||||||||
| 11145 ANDERSON STREET BC-200 | LOMA LINDA | CA | 92350 | 951816009 | MULTIFAMILY RESIDENTIAL REAL ESTATE | CA | -$299,086 | $14,952,483 | LLU |
| LLU MEZZ MULTIFAMILY PROPERTIES LLC | |||||||||
| 11145 ANDERSON STREET BC-200 | LOMA LINDA | CA | 92350 | 951816009 | MULTIFAMILY RESIDENTIAL REAL ESTATE | CA | -$1,263,836 | $169,765 | LLU |
| LLU MULTIFAMILY PROPERTIES II LLC | |||||||||
| 11145 ANDERSON STREET BC-200 | LOMA LINDA | CA | 92350 | 951816009 | MULTIFAMILY RESIDENTIAL REAL ESTATE | CA | $453,955 | $33,877,917 | LLU |
| LLU MULTIFAMILY PROPERTIES III LLC | |||||||||
| 11145 ANDERSON STREET BC-200 | LOMA LINDA | CA | 92350 | 951816009 | MULTIFAMILY RESIDENTIAL REAL ESTATE | CA | $100,547 | $22,729,211 | LLU |
| LLU MULTIFAMILY PROPERTIES IV LLC | |||||||||
| 11145 ANDERSON STREET BC-200 | LOMA LINDA | CA | 92350 | 951816009 | MULTIFAMILY RESIDENTIAL REAL ESTATE | CA | -$100,369 | $8,165,727 | LLU |
| LLU MULTIFAMILY PROPERTIES LLC | |||||||||
| 11145 ANDERSON STREET BC-200 | LOMA LINDA | CA | 92350 | 951816009 | MULTIFAMILY RESIDENTIAL REAL ESTATE | CA | -$578,672 | $48,729,424 | LLU |
| LLU OHP ASSOCIATES LLC | |||||||||
| 11145 ANDERSON STREET BC-200 | LOMA LINDA | CA | 92350 | 951816009 | MULTIFAMILY RESIDENTIAL REAL ESTATE | CA | -$17,576 | $5,776,741 | LLU |
| LLU OPUS MEMPHIS LLC | |||||||||
| 11145 ANDERSON STREET BC-200 | LOMA LINDA | CA | 92350 | 951816009 | MULTIFAMILY RESIDENTIAL REAL ESTATE | CA | $0 | $3,779,896 | LLU |
| LLU PARCLAND MULTIFAMILY LLC | |||||||||
| 11145 ANDERSON STREET BC-200 | LOMA LINDA | CA | 92350 | 951816009 | MULTIFAMILY RESIDENTIAL REAL ESTATE | CA | -$837,354 | $25,710,115 | LLU |
| LLU PILOT BUTTE MULIFAMILY PROPERTY LLC | |||||||||
| 11145 ANDERSON STREET BC-200 | LOMA LINDA | CA | 92350 | 951816009 | MULTIFAMILY RESIDENTIAL REAL ESTATE | CA | $5,069,814 | $0 | LLU |
| LLU PLANTATION LLC | |||||||||
| 11145 ANDERSON STREET BC-200 | LOMA LINDA | CA | 92350 | 951816009 | MULTIFAMILY RESIDENTIAL REAL ESTATE | CA | -$2,859,772 | $13,012,061 | LLU |
| LLU RACE TRACK ROAD MULTIFAMILY LLC | |||||||||
| 11145 ANDERSON STREET BC-200 | LOMA LINDA | CA | 92350 | 951816009 | MULTIFAMILY RESIDENTIAL REAL ESTATE | CA | $0 | $5,250,000 | LLU |
| LLU RIVERBEND MULTIFAMILY PROPERTY LLC | |||||||||
| 11145 ANDERSON STREET BC-200 | LOMA LINDA | CA | 92350 | 951816009 | MULTIFAMILY RESIDENTIAL REAL ESTATE | CA | -$105,716 | $8,495,458 | LLU |
| LLU RUSSELL ROAD MULTIFAMILY LLC | |||||||||
| 11145 ANDERSON STREET BC-200 | LOMA LINDA | CA | 92350 | 951816009 | MULTIFAMILY RESIDENTIAL REAL ESTATE | CA | $611,994 | $6,633,788 | LLU |
| LLU SAGEGATE MULTIFAMILY | |||||||||
| 11145 ANDERSON STREET BC-200 | LOMA LINDA | CA | 92350 | 951816009 | MULTIFAMILY RESIDENTIAL REAL ESTATE | CA | -$189,250 | -$2,994,236 | LLU |
| LLU SAGEGATE MULTIFAMILY PROPERTY LLC | |||||||||
| 11145 ANDERSON STREET BC-200 | LOMA LINDA | CA | 92350 | 951816009 | MULTIFAMILY RESIDENTIAL REAL ESTATE | CA | -$189,250 | $9,053,464 | LLU |
| LLU SEDONA MULTIFAMILY PROPERTY LLC | |||||||||
| 11145 ANDERSON STREET BC-200 | LOMA LINDA | CA | 92350 | 951816009 | MULTIFAMILY RESIDENTIAL REAL ESTATE | CA | -$283,897 | $16,296,803 | LLU |
| LLU SIENNA VISTA MULTIFAMILY PROPERTY LLC | |||||||||
| 11145 ANDERSON STREET BC-200 | LOMA LINDA | CA | 92350 | 951816009 | MULTIFAMILY RESIDENTIAL REAL ESTATE | CA | -$277,014 | $8,646,618 | LLU |
| LLU SILVER OAK MULTIFAMILY PROPERTY LLC | |||||||||
| 11145 ANDERSON STREET BC-200 | LOMA LINDA | CA | 92350 | 951816009 | MULTIFAMILY RESIDENTIAL REAL ESTATE | CA | -$272,224 | $16,429,128 | LLU |
| LLU THORNBRIDGE MULTIFAMILY PROPERTY LLC | |||||||||
| 11145 ANDERSON STREET BC-200 | LOMA LINDA | CA | 92350 | 951816009 | MULTIFAMILY RESIDENTIAL REAL ESTATE | CA | $372,790 | $22,654,434 | LLU |
| LLU TOMPKINS COVE LLC | |||||||||
| 11145 ANDERSON STREET BC-200 | LOMA LINDA | CA | 92350 | 951816009 | MULTIFAMILY RESIDENTIAL REAL ESTATE | CA | -$266,890 | $5,483,314 | LLU |
| LLU TRYON PARK MULTIFAMILY PROPERTY LLC | |||||||||
| 11145 ANDERSON STREET BC-200 | LOMA LINDA | CA | 92350 | 455362289 | MULTIFAMILY RESIDENTIAL REAL ESTATE | CA | -$561,433 | $11,972,668 | LLU |
| LLU TUSCAN HEIGHTS MULTIFAMILY LLC | |||||||||
| 11145 ANDERSON STREET BC-200 | LOMA LINDA | CA | 92350 | 951816009 | MULTIFAMILY RESIDENTIAL REAL ESTATE | CA | -$635,270 | $26,782,084 | LLU |
| LLU VERDE VISTA MULTIFAMILY PROPERTIES LLC | |||||||||
| 11145 ANDERSON STREET BC-200 | LOMA LINDA | CA | 92350 | 951816009 | MULTIFAMILY RESIDENTIAL REAL ESTATE | CA | -$1,222,648 | $10,870,791 | LLU |
| LLU VUE 25 MULTIFAMILY PROPERTY LLC | |||||||||
| 11145 ANDERSON STREET BC-200 | LOMA LINDA | CA | 92350 | 951816009 | MULTIFAMILY RESIDENTIAL REAL ESTATE | CA | -$196,843 | $11,716,849 | LLU |
| LLU WESCOTT MULTIFAMILY LLC | |||||||||
| 11145 ANDERSON STREET BC-200 | LOMA LINDA | CA | 92350 | 951816009 | MULTIFAMILY RESIDENTIAL REAL ESTATE | CA | $1,293,936 | $20,503,258 | LLU |
| LLU WESTBURY MULTIFAMILY PROPERTY LLC | |||||||||
| 11145 ANDERSON STREET BC-200 | LOMA LINDA | CA | 92350 | 951816009 | MULTIFAMILY RESIDENTIAL REAL ESTATE | CA | -$138,784 | $11,805,637 | LLU |
| LOMA LINDA TEXAS PROPERTIES II LLC | |||||||||
| 11145 ANDERSON STREET BC-200 | LOMA LINDA | CA | 92350 | 951816009 | MULTIFAMILY RESIDENTIAL REAL ESTATE | CA | -$231,856 | $10,757,425 | LLU |
| LOMA LINDA TEXAS PROPERTIES III LLC | |||||||||
| 11145 ANDERSON STREET BC-200 | LOMA LINDA | CA | 92350 | 951816009 | MULTIFAMILY RESIDENTIAL REAL ESTATE | CA | -$312,776 | $12,766,393 | LLU |
| LOMA LINDA TEXAS PROPERTIES LLC | |||||||||
| 11145 ANDERSON STREET BC-200 | LOMA LINDA | CA | 92350 | 951816009 | MULTIFAMILY RESIDENTIAL REAL ESTATE | CA | -$234,205 | $11,144,372 | LLU |
| LLU CADENCE MULTIFAMILY PROPERTY LLC | |||||||||
| 11145 ANDERSON STREET BC-200 | LOMA LINDA | CA | 92350 | 951816009 | MULTIFAMILY RESIDENTIAL REAL ESTATE | CA | -$365,097 | $11,902,738 | LLU |
| LLU CASCADE MEADOWS MULTIFAMILY PROPERTY LLC | |||||||||
| 11145 ANDERSON STREET BC-200 | LOMA LINDA | CA | 92350 | 951816009 | MULTIFAMILY RESIDENTIAL REAL ESTATE | CA | -$357,130 | $20,159,444 | LLU |
| LLU PILOT BUTTE MULTIFAMILY PROPERTY LLC | |||||||||
| 11145 ANDERSON STREET BC-200 | LOMA LINDA | CA | 92350 | 951816009 | MULTIFAMILY RESIDENTIAL REAL ESTATE | CA | -$152,481 | $30,681,126 | LLU |
| LLU AEP WOODSTOCK PREFERRED LLC | |||||||||
| 11145 ANDERSON STREET BC-200 | LOMA LINDA | CA | 92350 | 951816009 | MULTIFAMILY RESIDENTIAL REAL ESTATE | CA | $2,080,012 | $0 | LLU |
| LLU SAN MIGUEL LLC | |||||||||
| 11145 ANDERSON STREET BC-200 | LOMA LINDA | CA | 92350 | 951816009 | MULTIFAMILY RESIDENTIAL REAL ESTATE | CA | -$243,763 | $15,629,959 | LLU |
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (23 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Exempt Code SectionExemptCodeSectionTxt | Public Charity StatusPublicCharityStatusTxt | Direct Controlling NADirectControllingNACd | Controlled OrganizationControlledOrganizationInd | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt |
|---|---|---|---|---|---|---|---|---|---|---|---|
| LLU SCHOOL OF MEDICINE FACULTY MEDICAL GROUP | |||||||||||
| 11175 CAMPUS ST | LOMA LINDA | CA | 92350 | 330672914 | EMPLOY CLINICAL FACULTY | CA | 501(C)(3) | LINE 12C, III-FI | N/A | 0 | |
| LOMA LINDA UNIVERSITY HEALTH | |||||||||||
| 11175 CAMPUS STREET CSP-11006 | LOMA LINDA | CA | 92350 | 953804495 | PARENT ORGANIZATION AND EXECUTIVE SERVICES FOR RELATED EXEMPT ORGS | CA | 501(C)(3) | LINE 1 | 0 | GCOSDA | |
| LOMA LINDA UNIVERSITY MEDICAL CENTER | |||||||||||
| 11234 ANDERSON STREET | LOMA LINDA | CA | 92350 | 953522679 | HEALTHCARE | CA | 501(C)(3) | LINE 3 | Yes (1) | LLUH | |
| LLUH PROFESSIONAL GENERAL LIABILITY TRUST | |||||||||||
| 101 EREDLANDS BLVD | SAN BERNARDINO | CA | 92408 | 366821892 | INSURANCE | IL | 501(C)(3) | LINE 12A, I | Yes (1) | LLUH | |
| LOMA LINDA UNIVERSITY HEALTH CARE | |||||||||||
| 11175 CAMPUS STREET | LOMA LINDA | CA | 92354 | 330364239 | HEALTHCARE MANAGEMENT | CA | 501(C)(3) | LINE 12A, I | Yes (1) | LLUH | |
| FACULTY PHYSICIANS AND SURGEONS OF LOMA LINDA UNIVERSITY SCHOOL OF MEDICINE | |||||||||||
| 11175 CAMPUS STREET 11120 | LOMA LINDA | CA | 92350 | 330672915 | PHYSICIAN PRACTICE GROUP | CA | 501(C)(3) | LINE 12A, I | Yes (1) | LLUH | |
| GENERAL CONFERENCE OF SEVENTH-DAY ADVENTISTS | |||||||||||
| 12501 OLD COLUMBIA PIKE | SILVER SPRINGS | MD | 20904 | 520643036 | CHURCH | MD | 501(C)(3) | LINE 1 | 0 | ||
| LOMA LINDA UNIVERSITY UNEMPLOYMENT COMPENSATION AND WORKERS' COMPENSATION S | |||||||||||
| 11175 CAMPUS STREET | LOMA LINDA | CA | 92354 | 953458265 | INSURANCE | CA | 501(C)(3) | LINE 12A, I | Yes (1) | LLUH | |
| LOMA LINDA-INLAND EMPIRE CONSORTIUM FOR HEALTHCARE EDUCATION | |||||||||||
| 11175 CAMPUS STREET | LOMA LINDA | CA | 92354 | 461612773 | GRADUATE MEDICAL EDUCATION | CA | 501(C)(3) | LINE 10 | Yes (1) | LLUH | |
| LOMA LINDA UNIVERSITY MEDICAL CENTER-MURRIETA | |||||||||||
| 28062 BAXTER ROAD | MURRIETA | CA | 92653 | 371705906 | HOSPITAL | CA | 501(C)(3) | LINE 3 | Yes (1) | LLUH | |
| LOMA LINDA UNIVERSITY ADVENTIST HEALTH SCIENCES CENTER | |||||||||||
| PO BOX 1802 | PROVIDENCE | RI | 02901 | 366821892 | INSURANCE | RI | 501(C)(3) | LINE 12A, I | Yes (1) | LLUH | |
| LOMA LINDA UNIVERSITY SHARED SERVICES | |||||||||||
| 11175 CAMPUS STREET | LOMA LINDA | CA | 92354 | 810661056 | SERVICE ORGANIZATION | CA | 501(C)(3) | LINE 1 | Yes (1) | LLUH | |
| UNIVERSITY INSURANCE COMPANY OF VERMONT | |||||||||||
| 40 MAIN STREET STE 500 | BURLINGTON | VT | 05402 | 461612773 | INSURANCE UNDERWRITING | VT | 501(C)(3) | LINE 1 | Yes (1) | LLUH | |
| FACULTY PHYSICIANS & SURGEONS OF LLM | |||||||||||
| 11175 CAMPUS STREET 11120 | LOMA LINDA | CA | 92354 | 330672915 | PHYSICIAN PRACTICE GROUP | CA | 501(C)(3) | LINE 12A, I | Yes (1) | LLUH | |
| LOMA LINDA CHILDREN'S HOSPITAL | |||||||||||
| PO BOX 926 | LOMA LINDA | CA | 92354 | 463214504 | MEDICAL & HEALTH CARE | CA | 501(C)(3) | LINE 3 | Yes (1) | LLUH | |
| LOMA LINDA UNIVERSITY BEHAVIORAL MEDICINE CENTER INC | |||||||||||
| 1710 BARTON ROAD | REDLANDS | CA | 92373 | 330245579 | MEDICAL & HEALTH CARE | CA | 501(C)(3) | LINE 3 | Yes (1) | LLUH | |
| LOMA LINDA MERCANTILE | |||||||||||
| PO BOX 926 | LOMA LINDA | CA | 92354 | 953858272 | CHURCH | CA | 501(C)(3) | LINE 1 | Yes (1) | LLUH | |
| LOMA LINDA UNIVERSITY CHILDREN'S HOSPITAL FOUNDATION | |||||||||||
| 11234 ANDERSON ST | LOMA LINDA | CA | 92354 | 330565591 | HOSPITAL | CA | 501(C)(3) | LINE 3 | 0 | LLUH | |
| HEALTH MINISTRY FELLOWS ENDOWMENT | |||||||||||
| 11245 ANDERSON ST NO 220 | LOMA LINDA | CA | 92354 | 834492134 | GRADUATE MEDICAL EDUCATION | CA | 501(C)(3) | LINE 10 | N/A | 0 | |
| LOMA LINDA UNIVERSITY SDA CHURCH | |||||||||||
| 11125 CAMPUS STREET | LOMA LINDA | CA | 92354 | 952111211 | CHURCH | CA | 501(C)(3) | LINE 1 | 0 | ||
| LOMA LINDA ACADEMY | |||||||||||
| 10656 ANDERSON ST | LOMA LINDA | CA | 92354 | 951831069 | CHURCH | CA | 501(C)(3) | LINE 1 | 0 | ||
| LOMA LINDA UNIVERSITY DENTAL GROUP | |||||||||||
| 11092 ANDERSON ST | LOMA LINDA | CA | 92350 | 330399504 | PROVIDES MANAGEMENT SERVICES AND FACILITY IMPROVEMENTS TO LLU | CA | 501(C)(3) | LINE 10 | 0 | ||
| LOMA LINDA UNIVERSITY INTERSTATE SERVICES | |||||||||||
| 197 E CAROLINE ST SUITE 2100 | SAN BERNARDINO | CA | 92408 | 333565389 | SERVICE ORGANIZATION | CA | 501(C)(3) | LINE 7 | 0 | ||
Id Related Org Txbl Partnership IdRelatedOrgTxblPartnershipGrp (10 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Predominant Income TypePredominantIncomeTypeTxt | Share Of Total IncomeShareOfTotalIncomeAmt | Share Of EOY AssetsShareOfEOYAssetsAmt | Disproportionate AllocationsDisproportionateAllocationsInd | General Or Managing PartnerGeneralOrManagingPartnerInd | OwnershipOwnershipPct |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| REFACTOR APOGEE LP | |||||||||||||
| 330 PRIMROSE ROAD SUITE 201 | BURLINGAME | CA | 94010 | 842396888 | MULTIFAMILY RESIDENTIAL REAL ESTATE | CA | LOMA LINDA UNIVERSITY | RELATED | -$6,075 | $1,025,919 | 0 | 0 | 0.68970 |
| REFACTOR AURORA LP | |||||||||||||
| 330 PRIMROSE ROAD SUITE 201 | BURLINGAME | CA | 94010 | 862453192 | MULTIFAMILY RESIDENTIAL REAL ESTATE | CA | LOMA LINDA UNIVERSITY | RELATED | -$7,418 | $2,036,165 | 0 | 0 | 0.80000 |
| REFACTOR SYNTHESIS LP | |||||||||||||
| 330 PRIMROSE ROAD SUITE 201 | BURLINGAME | CA | 94010 | 872832161 | MULTIFAMILY RESIDENTIAL REAL ESTATE | CA | LOMA LINDA UNIVERSITY | RELATED | -$6,078 | $1,034,643 | 0 | 0 | 0.66670 |
| REFACTOR SCALEUP LP | |||||||||||||
| 330 PRIMROSE ROAD SUITE 201 | BURLINGAME | CA | 94010 | 882801418 | MULTIFAMILY RESIDENTIAL REAL ESTATE | CA | LOMA LINDA UNIVERSITY | RELATED | -$7,197 | $10,027,112 | 0 | 0 | 0.52030 |
| CR SEDONA HOLDINGS LLC | |||||||||||||
| 444 WEST BEECH STREET SUITE 300 | SAN DIEGO | CA | 92101 | 874011961 | MULTIFAMILY RESIDENTIAL REAL ESTATE | CA | LOMA LINDA UNIVERSITY | RELATED | -$283,897 | $16,296,803 | 0 | 0 | 0.66950 |
| CR SILVER OAK HOLDINGS LLC | |||||||||||||
| 444 WEST BEECH STREET SUITE 300 | SAN DIEGO | CA | 92101 | 873963606 | MULTIFAMILY RESIDENTIAL REAL ESTATE | CA | LOMA LINDA UNIVERSITY | RELATED | -$272,224 | $16,429,128 | 0 | 0 | 0.69770 |
| AEP SX SPV LLC | |||||||||||||
| 8200 ROBERTS DRIVE SUITE 210 | SANDY SPRINGS | GA | 30350 | 931527202 | MULTIFAMILY RESIDENTIAL REAL ESTATE | CA | LOMA LINDA UNIVERSITY | RELATED | -$84,607 | $7,370,631 | 0 | 0 | 0.88240 |
| PACKARD MIDLO COMMON LLC | |||||||||||||
| 3438 PEACHTREE ROAD SUITE 800 | ATLANTA | GA | 30326 | 332316687 | MULTIFAMILY RESIDENTIAL REAL ESTATE | CA | LOMA LINDA UNIVERSITY | RELATED | $5,859,412 | 0 | 0 | 0.61890 | |
| MI DEERWOOD SOUTH JV LLC | |||||||||||||
| 109 N POST OAK LANE STE 600 | HOUSTON | TX | 77024 | 921136678 | MULTIFAMILY RESIDENTIAL REAL ESTATE | CA | LOMA LINDA UNIVERSITY | RELATED | $11,057,515 | 0 | 0 | 0.77680 | |
| SUNROAD WESCOTT APARTMENTS PARTNERSHIP LP | |||||||||||||
| 8620 SPECTRUM CENTER BLVD STE 1100 | SAN DIEGO | CA | 92123 | 863254683 | MULTIFAMILY RESIDENTIAL REAL ESTATE | CA | LOMA LINDA UNIVERSITY | RELATED | $4,237,417 | $4,212,515 | 0 | 0 | 0.69610 |
Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (2 entries)
| Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Direct Controlling NADirectControllingNACd | Controlled OrganizationControlledOrganizationInd | Address Line1ForeignAddress/AddressLine1Txt | CityForeignAddress/CityNm | CountryForeignAddress/CountryCd | Foreign PostalForeignAddress/ForeignPostalCd | EINEIN | Legal Domicile Foreign CountryLegalDomicileForeignCountryCd | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Entity TypeEntityTypeTxt | OwnershipOwnershipPct |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| CHARITABLE REMAINDER TRUSTS (115) | ||||||||||||
| TRUST MANAGEMENT | CA | N/A | 0 | |||||||||
| SOF VIII INVESTOR X | ||||||||||||
| REAL ESTATE | Yes (1) | 21 ST THOMAS STREET | BRISTOL | UK | BS1 6JS | 950585363 | UK | LOMA LINDA UNIVERSITY | C | 1.00000 | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | Yes (1) | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | Yes (1) | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | 0 | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | Yes (1) | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | Yes (1) | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | Yes (1) | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | Yes (1) | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | 0 | SharingOfFacilitiesInd |
| Paid Employees Sharing | Yes (1) | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | Yes (1) | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | Yes (1) | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | Yes (1) | TransferToOtherOrgInd |
| Transfer From Other Org | Yes (1) | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp (25 entries)
| Transaction TypeTransactionTypeTxt | InvolvedInvolvedAmt | Method Of Amount DeterminationMethodOfAmountDeterminationTxt |
|---|---|---|
| FACULTY PHYSICIANS AND SURGEONS OF LOMA LINDA UNIVERSITY SCHOOL OF MEDICINE | ||
| L | $380,152 | FMV |
| FACULTY PHYSICIANS AND SURGEONS OF LOMA LINDA UNIVERSITY SCHOOL OF MEDICINE | ||
| P | $667,910 | FMV |
| FACULTY PHYSICIANS AND SURGEONS OF LOMA LINDA UNIVERSITY SCHOOL OF MEDICINE | ||
| M | $14,701,831 | FMV |
| FACULTY PHYSICIANS AND SURGEONS OF LOMA LINDA UNIVERSITY SCHOOL OF MEDICINE | ||
| R | $2,290,647 | FMV |
| LOMA LINDA INLAND EMPIRE CONSORTIUM FOR HEALTHCARE EDUCATION | ||
| L | $292,338 | FMV |
| LOMA LINDA INLAND EMPIRE CONSORTIUM FOR HEALTHCARE EDUCATION | ||
| M | $1,027,536 | FMV |
| LOMA LINDA UNIVERSITY CHILDREN'S HOSPITAL | ||
| L | $493,390 | FMV |
| LOMA LINDA UNIVERSITY CHILDREN'S HOSPITAL | ||
| M | $191,134 | FMV |
| LOMA LINDA UNIVERSITY HEALTH | ||
| M | $3,570,101 | FMV |
| LOMA LINDA UNIVERSITY HEALTH CARE | ||
| L | $1,700,036 | FMV |
| LOMA LINDA UNIVERSITY MEDICAL CENTER | ||
| J | $368,349 | FMV |
| LOMA LINDA UNIVERSITY MEDICAL CENTER | ||
| K | $480,714 | FMV |
| LOMA LINDA UNIVERSITY MEDICAL CENTER | ||
| L | $29,904,232 | FMV |
| LOMA LINDA UNIVERSITY MEDICAL CENTER | ||
| S | $3,500,000 | FMV |
| LOMA LINDA UNIVERSITY MEDICAL CENTER | ||
| P | $97,912 | FMV |
| LOMA LINDA UNIVERSITY MEDICAL CENTER | ||
| M | $3,711,659 | FMV |
| LOMA LINDA UNIVERSITY MEDICAL CENTER-MURIETTA | ||
| L | $112,050 | FMV |
| LOMA LINDA UNIVERSITY SHARED SERVICES | ||
| J | $991,605 | FMV |
| LOMA LINDA UNIVERSITY SHARED SERVICES | ||
| L | $6,275,778 | FMV |
| LOMA LINDA UNIVERSITY SHARED SERVICES | ||
| M | $29,175,440 | FMV |
| LOMA LINDA UNIVERSITY SHARED SERVICES | ||
| K | $342,755 | FMV |
| LOMA LINDA UNIVERSITY SHARED SERVICES | ||
| P | $163,153 | FMV |
| LOMA LINDA UNIVERSITY SHARED SERVICES | ||
| R | $85,971 | FMV |
| LOMA LINDA MERCANTILE | ||
| P | $137,249,510 | FMV |
| LOMA LINDA UNIVERSITY FACULTY DENTAL GROUP | ||
| R | $1,975,713 | FMV |
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