2024-05-14T18:38:51-05:00 2023-06-30 990 2022-07-01 371705906 LOMA LINDA UNIVERSITY MED CNTR-MURRIETA LOMA 9095584000 197 E CAROLINE ST 2100 SAN BERNARDINO CA 92408 ANGELA LALAS CFO 9095584000 2024-05-14 ANGELA LALAS 999009999 0 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z ANGELA LALAS 11234 ANDERSON ST LOMA LINDA CA 92563 316979958 0 1071 X WWW.LLUMCMURRIETA.ORG X 2012 CA PROVIDE MEDICAL & HEALTH CARE SERVICES TO THE COMMUNITY. 38 27 1777 0 386768 0 3371182 12438147 301860928 302012313 140781 -105750 418235 386768 305791126 314731478 2500 27325 0 0 163840683 164873753 0 0 816335 156821459 166008475 320664642 330909553 -14873516 -16178075 330157108 316408645 497114562 488561521 -166957454 -172152876 X OUR MISSION IS TO CONTINUE THE TEACHING AND HEALING MINISTRY OF JESUS CHRIST IN A SETTING OF ADVANCING MEDICAL SCIENCE AND TO PROVIDE A STIMULATING CLINICAL AND RESEARCH ENVIRONMENT FOR THE EDUCATION OF PHYSICIANS, NURSES, AND OTHER HEALTH PROFESSIONALS. 0 0 250390955 27325 302012313 WE ARE ENGAGING WITH OUR COMMUNITY BY PROVIDING CLINICAL, MEDICAL AND EDUCATION SERVICES, AND BY PARTNERING WITH LOCAL, REGIONAL AND STATE AGENCIES, AND NON-PROFIT ENTITIES WE ARE ABLE TO CREATE A SYSTEM OF CARE, WHICH IMPROVES THE HEALTH OF ALL INDIVIDUALS IN OUR REGION. IN OUR SERVICE COMMUNITY, THE UNREIMBURSED VALUE OF PROVIDING CARE TO THOSE WHO ARE UNABLE TO AFFORD HEALTH CARE, IS $1,670,857 FOR FISCAL YEAR ENDING JUNE 30, 2023.INPATIENT SERVICES WERE PROVIDED TO 11,704 PATIENTS AND INCLUDED THE FOLLOWING SERVICES: 1,526 BABIES DELIVERED 2,140 SURGERIES PERFORMED123,382 RADIOLOGY PROCEDURES PERFORMED 1,801 CARDIAC CATHERIZATIONS AND OTHER PROCEDURESOUTPATIENT SERVICES INCLUDE THE FOLLOWING SERVICES AS A PARTIAL REPORT OF TOTAL SERVICES PERFORMED"60,544 EMERGENCY ROOM VISITS 2,302 OUTPATIENT SURGERIES PERFORMED186,256 RADIOLOGY PROCEDURES PERFORMED 2,562 HYPERBARIC OXYGEN THERAPY & WOUND CARE TREATMENTS 6,991 RADIATION ONCOLOGY TREATMENTS 1,321 OUTPATIENT REHABILITATION SERVICES 1,635 CADIAC CATHERIZATIONS AND OTHER PROCEDURESIN ADDITION TO THE SERVICES WE PROVIDED, PLEASE REFER TO SCHEDULE H, PART VI SUPPLEMENTAL INFORMATION FOR MORE INFORMATION ON OUR COMMUNITY SERVICE AREA, COMMUNITY NEEDS ASSESSMENT & IMPLEMENTATION STRATEGY. 250390955 1 0 0 0 0 0 0 0 0 0 1 0 0 1 1 1 0 1 0 0 0 0 0 0 0 0 1 1 1 0 1 0 0 0 0 0 0 1 0 0 0 0 0 0 1 0 0 0 1 0 0 1777 1 1 1 0 0 0 0 0 0 0 0 0 0 0 X 38 27 1 1 0 0 1 1 1 1 1 0 0 1 1 1 1 1 1 1 1 0 CA X LEW MOWERY VP FINANCE 9095584000 197 E CAROLINE ST STE 2100 SAN BERNARDINO CA 92408 X BEARDSLEY-HARDY LISA TRUSTEE 0.50 X 0 0 0 CHANG SHIRLEY TRUSTEE 0.50 X 0 0 0 CHINNOCK RICHARD TRUSTEE 0.50 X 0 369750 42800 CHRISPENS JERE TRUSTEE 0.50 X 0 0 0 COLON WILFREDO TRUSTEE 0.50 X 0 0 0 MOORHEAD SHERYL TRUSTEE 0.50 X 0 0 0 FILLER STEVEN TRUSTEE 0.50 X 0 0 0 GRAHAM RICARDO TRUSTEE 0.50 X 0 0 0 HARRIS WAYNE TRUSTEE 0.50 X 0 0 0 HART RICHARD HENRY PRESIDENT 0.50 50.00 X X 0 664271 80831 HEGSTAD DOUGLAS TRUSTEE 0.50 X 0 350251 42800 CHAN FRANCIS TRUSTEE 0.50 X 0 0 0 CRAIG CARLOS TRUSTEE 0.50 X 0 0 0 JOHNSON MARK TRUSTEE 0.50 X 0 0 0 KIDDER MELISSA TRUSTEE 0.50 X 0 0 0 LANDLESS PETER TRUSTEE 0.50 X 0 0 0 LEMON ROBERT TRUSTEE 0.50 X 0 0 0 LEMON THOMAS TRUSTEE 0.50 X 0 0 0 MARTIN ROBERT TRUSTEE 0.50 X 0 1165437 43800 MINOR PATRICK TRUSTEE 0.50 X 0 0 0 DOUGLAS PAUL TRUSTEE 0.50 X 0 0 0 NEWTON BRADFORD TRUSTEE 0.50 X 0 0 0 PEVERINI RICARDO TRUSTEE 0.50 X 0 720000 42800 PRESTOL-PUESAN JUAN TRUSTEE 0.50 X 0 0 0 REINER SCOTT TRUSTEE 0.50 X 0 0 0 RUCKLE HERBERT TRUSTEE 0.50 X 0 775675 44300 SHIM EUNMEE TRUSTEE 0.50 X 0 0 0 SMITH RON TRUSTEE 0.50 X 0 0 0 TREVINO MAX TRUSTEE 0.50 X 0 0 0 WILSON TED TRUSTEE 0.50 X 0 0 0 BRYANT G ALEXANDER TRUSTEE 0.50 X 0 0 0 KOHLER ERTON TRUSTEE 0.50 X 0 0 0 WOODRUFF ROGER TRUSTEE 0.50 X 0 0 0 JEAN-MARIE JONATHAN SENIOR VP ADMIN 0.50 50.00 X X 0 564164 110730 HANNA MYRNA LEE CORP SECRETARY 0.50 50.00 X X 0 181557 36227 HUBBARD MARK LEE ASST CORP SECRETARY 0.50 50.00 X X 0 941570 104657 HUGGINS L ORLANDO ASST CORP SECRETARY 0.50 50.00 X X 0 186913 39351 DAWES DANIEL TRUSTEE 0.50 X 0 0 0 LALAS ANGELA M CFO 0.50 50.00 X X 0 1027979 140765 HEINRICH KERRY TRUSTEE 0.50 X 0 0 0 HENDERSON WHITNEY ASST CORP SECRETARY 0.50 50.00 X X 0 139535 39219 SODERBLOM ALAN SVP FINANCE 0.50 25.00 X X 0 543862 107967 RUCKLE HERBERT TRUSTEE 0.50 X 0 0 0 WRIGHT TREVOR G CEO 0.50 35.00 X X 0 1171556 159979 BOOTHBY ROBERT L EXEC DIR-INPATIENT SVCS 0.50 X 166976 0 18893 VINH LONG DIRECTOR-PHARMACY 0.50 X 263916 0 26435 LABARDARICHARD ERCILLA CLINICAL NURSE B-INPATIENT 0.50 X 182949 0 16853 ARELLANO JASON T RN-OR/SURGERY 0.50 X 285329 0 28856 CRAIG CARLOS TRUSTEE 0.50 X 0 0 0 TOVAR RENE AVP CLINICAL OPERATIONS 0.50 X 258610 0 20101 HOUMANN LARS TRUSTEE 0.50 X 0 0 0 SARRAFIAN ZAREH TRUSTEE 0.50 X 0 0 0 THOMAS TAMARA TRUSTEE, DEAN LLU SOM 0.50 X 0 710591 101685 STAPLES-EVANS HELEN SVP PATIENT SERVICES 0.50 33.00 X 0 666304 93676 CASAS ISIDRO RN CATH LAB 0.50 X 267686 0 27196 EDWARDS LYNDON COO 0.50 25.00 X X 0 839072 129711 MATUS SARAH VP HOSPITAL OPERATIONS 0.50 25.00 X 0 278596 60020 ROBINSON DENISE INTERIM CNO 0.50 0.00 X X 0 95585 7312 GRANADASHARON S RN-CRITICAL CARE RES TEAM 0.50 X 245793 0 25593 HERRMANN PAUL TRUSTEE 0.50 X 0 0 0 LLEWELLYN PAUL TRUSTEE 0.50 X 0 0 0 LOREDO JOSE TRUSTEE 0.50 X 0 0 0 REECE ALBERT TRUSTEE 0.50 X 0 0 0 ROBERTS SANDRA TRUSTEE 0.50 X 0 0 0 SACRO JENNIFER TRUSTEE 0.50 X 0 0 0 SCHELL RANDY TRUSTEE 0.50 X 0 0 0 THURBER GARY TRUSTEE 0.50 X 0 0 0 WEHTJE RODNEY TRUSTEE 0.50 X 0 0 0 HILLIARD ANTHONY TRUSTEE 0.50 X 0 0 0 WILSON APRIL TRUSTEE 0.50 X 0 0 0 LENO SONDRA VP REV. CYCLE UNTIL 11/30/22 25.00 25.00 X 0 413054 77287 SOUBIROUS LINDA LEE FORMER CNO 0.50 X 0 238260 48542 1671259 12043982 1718386 399 1 1 0 LOMA LINDA UNIVERSITY MEDICAL CENTER 11234 ANDERSON STREET LOMA LINDA CA 92350 MEDICAL SERVICES 29696448 LOMA LINDA UNIVERSITY SHARED SERVICES 197 CAROLINE ST SAN BERNARDINO CA 92408 SUPPORT SERVICES 20752324 LOMA LINDA UNIVERSITY HEALTH 11175 CAMPUS ST CSP 11006 LOMA LINDA CA 92354 SUPPORT & INSURANCE 18398767 LOMA LINDA MERCANTILE PO BOX 926 LOMA LINDA CA 92354 SUPPLIER OF PRODUCTS & SERVICES 10823566 LOMA LINDA UNIVERSITY 11145 ANDERSON ST LOMA LINDA CA 92354 MEDICAL SERVICES 203159 5 10 12400170 37967 14558 12438147 PATIENT SERVICE REVENUE 662110 277168638 277168638 PROVIDER FEE REVENUE 662110 22450962 22450962 OTHER PROGRAM SERVICE REVENUE 662110 2392713 2392713 302012313 170519 170519 1 276270 -276269 -276269 -276269 2358978 1972210 386768 386768 314731478 302012313 386768 -105750 X 27325 27325 1641780 1641780 123221786 114988170 8233616 5356185 4998392 357793 26297717 24522816 1774901 8356285 7582125 774160 1344466 1344466 11785 11785 93650 93650 21353309 18653271 2700038 12752 12752 5673545 2819112 2854433 7729119 491944 7237175 29741796 64789 29677007 172759 40155 132604 3658121 2777325 880796 2432285 1846637 585648 5015439 3607998 1407441 MEDICAL SUPPLIES 54377930 51281100 3096830 PURCHASED SERVICES 18736664 2062962 15857367 816335 PROVIDER FEE EXPENSES 11293801 11293801 0 R&M-EQUIPMENT 2982315 2846701 135614 1378739 474547 904192 330909553 250390955 79702263 816335 6033061 4447069 17737427 7453717 77805575 98192751 6248941 7546530 1954028 431428 103297286 75585622 28102103 27711664 192275973 170625486 330157108 316408645 39515624 32926099 196280 13705929 13693764 46433615 71996167 10067575 12887891 387195539 357057600 497114562 488561521 X -166963404 -172126958 5950 -25918 -166957454 -172152876 330157108 316408645 X -16178075 264175 10718478 X X 0 1 X 1 0 X 9963264 9963264 8129008 977840 7151168 9344545 4261708 5082837 54750693 49631416 5119277 21109776 20714658 395118 27711664 DEFERRED AFFILIATE OBLIGATION 18010860 OPERATING LEASE ROU ASSETS 151674499 FINANCE LEASED ASSETS 940127 170625486 NOTE PAYABLE - LLU-RELATED PARTY - UNSECURED 81981613 RELATED PARTY PAYABLES 119926996 OPERATING LEASE LIABILITY 148957607 RISK MGMT TRUST SELF-INSURANCE 5945000 FINANCE LEASE LIABILITY 246384 357057600 X PART X, LINE 2: THE EXPLAINATION BELOW IS TAKEN FROM THE "COMBINED FINANCIAL STATEMENTS AND SUPPLEMENTARY INFORMATION" FOR LOMA LINDA UNIVERSITY MEDICAL CENTER AND AFFILIATES YEARS ENDED JUNE 30, 2023 AND JUNE 30, 2022. THE PRINCIPAL OPERATIONS OF LLUMC ARE EXEMPT FROM TAXATION PURSUANT TO IRC SECTION 501(C)(3) AND THE RELATED STATE PROVISIONS. ACCOUNTING STANDARDS CODIFICATION TOPIC (ASC) 740, INCOME TAXES, CLARIFIES THE ACCOUNTING FOR INCOME TAXES BY PRESCRIBING A MINIMUM RECOGNITION THRESHOLD THAT A TAX POSITION IS REQUIRED TO MEET BEFORE BEING RECOGNIZED IN THE FINANCIAL STATEMENTS. ASC 740 ALSO PROVIDES GUIDANCE ON DERECOGNITION, MEASUREMENT, CLASSIFICATION, INTEREST AND PENALTIES, DISCLOSURE, AND TRANSITION. THE GUIDANCE IS APPLICABLE TO PASS-THROUGH ENTITIES AND TAX-EXEMPT ORGANIZATIONS. NO SIGNIFICANT TAX LIABILITY FOR TAX BENEFITS, INTEREST OR PENALTIES WAS ACCRUED AT JUNE 30, 2023 OR JUNE 30, 2022 . LLUMC CURRENTLY FILES FORM 990 (INFORMATIONAL RETURN OF ORGANIZATIONS EXEMPT FROM INCOME TAXES) AND FORM 990-T (BUSINESS INCOME TAX RETURN FOR AN EXEMPT ORGANIZATION) IN THE U.S. FEDERAL JURISDICTION AND THE STATE OF CALIFORNIA FOR EACH TAX-EXEMPT ORGANIZATION AS APPROPRIATE. LLUMC IS NOT SUBJECT TO INCOME TAX EXAMINATIONS PRIOR TO 2018 IN MAJOR JURISDICTIONS. 1 1 X 1 X 1 X 1 1 0 1 1 1670857 1670857 0.00500 77287678 56635532 20652146 0.06240 78958535 56635532 22323003 0.06740 5 602 11388 11388 0.00000 5 602 11388 11388 0.00000 5 602 78969923 56635532 22334391 0.06740 2408 45552 45552 0.00010 2408 45552 45552 0.00010 1 23915135 3776515 51604901 199816687 -148211786 X 1 1 1 1 LOMA LINDA UNIVERSITY MED CTR-MURRIETA 28062 BAXTER ROAD MURRIETA CA 92563 WWW.LLUMCMURRIETA.ORG 550001535 X X X X SHORT-TERM ACUTE, ER 24 HOURS, NICU LOMA LINDA UNIVERSITY MED CNTR-MURRIETA 0 0 1 X X X X X X X X X X 22 1 1 1 1 X HTTPS://MURRIETA.LLUH.ORG/ REFER TO SCHEDULE H SUPPLEMENTAL INFORMATION X X 1 22 1 REFER TO SCHEDULE H SUPPLEMENTAL INFORMATION 0 1 X 200.000000000000 350.000000000000 X X X X X X 1 1 X X X X 1 X LLUH.ORG/PATIENTS-VISITORS/PATIENTS/BILLING-INSURANCE/FINANCIAL-ASSISTANCE X LLUH.ORG/PATIENTS-VISITORS/PATIENTS/BILLING-INSURANCE/FINANCIAL-ASSISTANCE X LLUH.ORG/PATIENTS-VISITORS/PATIENTS/BILLING-INSURANCE/FINANCIAL-ASSISTANCE X X X X X X X 1 X 0 X 1 X 0 0 LOMA LINDA UNIVERSITY MED CNTR-MURRIETA PART V, SECTION B, LINE 3J: LLUH CONDUCTS A COMPREHENSIVE CHNA THAT INCLUDES PATIENT DEMOGRAPHIC AND CHRONIC DISEASE TRENDS AND ASSESSES COMMUNITY NEEDS BASED SURVEYS AND FOCUS GROUPS TO DETERMINE PRIORITIES FOR THE SOCIAL DETERMINANT OF HEALTH. LOMA LINDA UNIVERSITY MED CNTR-MURRIETA PART V, SECTION B, LINE 5: THE 2022 CHNA SUPPORTING THE FY 23, 24 & 25 IMPLEMENTATION YEARS WAS DESIGNED TO BE A STATISTICALLY VALID SAMPLING OF BOTH THE PATIENT POPULATION AND THE GENERAL PUBLIC QUALITATIVE COMMUNITY SURVEYS AND QUANTITATIVE FOCUS GROUPS WITH EMPHASIS ON PEOPLE REPRESENTING HOUSEHOLDS OF $50,000 OR LESS TO ACHIEVE A MORE ACCURATE UNDERSTANDING OF COMMUNITY MEMBER SOCIAL DETERMINANT OF HEALTH NEEDS FOR VULNERABLE POPULATIONS. PUBLIC HEALTH EXPERTS WERE PART OF THE CHNA DESIGN AND OUTCOMES ANALYSIS FROM THE LLUH HEALTH SYSTEM INCLUDING LLU SCHOOL OF PUBLIC HEALTH FACULTY, AND THE CHNA WAS REVIEWED BY THE SAN BERNARDINO COUNTY DEPARTMENT OF PUBLIC HEALTH, WHICH PROVIDED A LETTER OF SUPPORT IN THE CHNA DOCUMENT. TO VIEW THE COUNTY DEPARTMENT PUBLIC HEALTH ENDORSEMENT OF THE CHNA FINDINGS AND SEE THE COMPLETE REPORT: PLEASE VISIT THE PUBLICLY AVAILABLE ON THE LLUH CHNA & CHIS AND THE ANNUAL COMMUNITY BENEFIT REPORTS FOR THE LLUH HOSPITALS, PLEASE VISIT: HTTPS://LLUH.ORG/ABOUT-US/COMMUNITY-BENEFIT/REPORTS-AND-RESOURCES. LOMA LINDA UNIVERSITY MED CNTR-MURRIETA PART V, SECTION B, LINE 6A: THE LOMA LINDA UNIVERSITY HEALTH SYSTEM IS COMPRISED OF FOUR LICENSED HOSPITALS THAT CONDUCT ONE SYSTEM COMMUNITY HEALTH NEEDS ASSESSMENT AND PROGRAMMATICALLY REPORT THEIR COMMUNITY BENEFIT IMPLEMENTATION AND OUTCOMES TOGETHER FOR COLLECTIVE IMPACT IN OUR REGION WHILE THE FINANCIALS AND INVESTMENTS ARE REPORTED PER LICENSED HOSPITAL IN KEEPING WITH FEDERAL AND CALIFORNIA STATE REGULATIONS. THE FOUR LICENSED HOSPITALS REPRESENTED BY THE FOLLOWING COMMUNITY HEALTH NEEDS ASSESSMENT AND IMPLEMENTATION STRATEGY ARE: LOMA LINDA UNIVERSITY MEDICAL CENTER (EIN: 95-3522679);LOMA LINDA UNIVERSITY CHILDREN'S HOSPITAL (EIN: 46-3214504);LOMA LINDA UNIVERSITY BEHAVIORAL MEDICINE CENTER (EIN: 33-0245579); LOMA LINDA UNIVERSITY MEDICAL CENTER MURRIETA (EIN: 37-1705906).LLUH DID NOT CONDUCT THE 2022 ASSESSMENT WITH OTHER HOSPITALS THIS CYCLE BUT IS WORKING WITH OTHER HOSPITAL SYSTEMS TO IMPLEMENT INTERVENTIONS IN A COLLABORATIVE, COLLECTIVE IMPACT MODEL. THE COMMUNITY BENEFIT REPORT IS COMPLIANT WITH STATE AND FEDERAL REGULATIONS INCLUDING CALIFORNIA'S OFFICE OF STATEWIDE HEALTH PLANNING AND DEVELOPMENT (OSHPD) FOR THE FILING OF THE ANNUAL COMMUNITY BENEFIT REPORT BOTH WITH THE STATE AND ON THE PUBLIC WEBSITE, PER THE DEADLINE OR EXTENSION GRANTED EACH YEAR. LOMA LINDA UNIVERSITY MED CNTR-MURRIETA PART V, SECTION B, LINE 6B: THREE ORGANIZATIONS WERE PARTNERED WITH LLUH ON THE 2022 CHNA: -EL SOL NEIGHBORHOOD EDUCATION CENTER (SAN BERNARDINO COUNTY)-COPE: CONGREGATIONS FOR PROPHETIC ENGAGEMENT (SAN BERNARDINO COUNTY)- FIND FOOD BANK (COACHELLA VALLEY, RIVERSIDE COUNTY) -SYMBA CENTER (HIGH DESERT, SAN BERNARDINO COUNTY) LOMA LINDA UNIVERSITY MED CNTR-MURRIETA PART V, SECTION B, LINE 7D: THE CHNA IS AVAILABLE ON OUR WEBSITE, IS DISTRIBUTED ELECTRONICALLY TO OVER 100 COMMUNITY-PARTNERS ORGANIZATIONS, IS PRINTED AND PRINTABLE FOR WHEN REQUESTED BY COMMUNITY MEMBERS, AND THE FULL DATA SET OF FINDINGS IS IN THE APPENDIX OF THE REPORT SO ANY COMMUNITY AGENCY CAN USE THE ASSESSMENT DATA. FACILITY WEBSITE: HTTPS://LLUH.ORG/LOCATIONS/LOMA-LINDA-UNIVERSITY-MEDICAL-CENTER-MURRIETACHNA WEBSITE: HTTPS://LLUH.ORG/ABOUT-US/COMMUNITY-BENEFIT/REPORTS-AND-RESOURCES LOMA LINDA UNIVERSITY MED CNTR-MURRIETA PART V, SECTION B, LINE 11: REFER TO SCHEDULE H SUPPLEMENTAL INFORMATION LOMA LINDA UNIVERSITY MED CNTR-MURRIETA PART V, SECTION B, LINE 13B: NUMBER OF FAMILY MEMBERS LOMA LINDA UNIVERSITY MED CNTR-MURRIETA PART V, SECTION B, LINE 16J: THE POLICY IS POSTED ON THE STATE OF CALIFORNIA OFFICE OF STATEWIDE HEALTH PLANNING AND DEVELOPMENT (OSHPD) WEBSITE. PART V, SECTION B, LINE 11: POPULATIONS SERVED THROUGH 2023-2025 IMPLEMENTATION CYCLE: WORKFORCE DEVELOPMENT (YOUTH/ADULTS FROM SAN BERNARDINO & RIVERSIDE COUNTIES; HOUSEHOLDS AT 400% BELOW FEDERAL POVERTY LINE; 1ST GENERATION COLLEGE STUDENTS; INTERNSHIP AND WORKFORCE DEVELOPMENT PROGRAMS TO EXTEND ACCESS TO JOB EXPERIENCE FOR UNDERREPRESENTED GROUPS, COMMUNITIES, AND PEOPLE OF COLOR). EDUCATION (STUDENTS FROM UNDERREPRESENTED GROUPS, COMMUNITIES, OR PEOPLE OF COLOR; SCHOOL-AGE YOUTH EXPERIENCING CHRONIC ABSENTEEISM FROM SCHOOL; PIPELINE PROGRAMS TO LINK MIDDLE AND HIGH SCHOOL YOUTH TO WORKFORCE OPPORTUNITIES IN MULTIPLE SECTORS, ESPECIALLY HEALTH CARE; BRIDGE SCHOLARSHIPS FOR YOUTH TO INCREASE ACCESS TO HIGHER EDUCATION). GREEN SPACES (SAN BERNARDINO RESIDENTS LIVING IN FOOD DESERTS AND THOSE WHO LACK ACCESS TO AFFORDABLE PRODUCE; FAMILIES WITHIN A 5-MILE RADIUS OF THE SAC NORTON 3RD STREET CLINIC IN NEED OF SAFE GREEN SPACES FOR RECREATION). BEHAVIORAL HEALTH: (OUTREACH TO MIDDLE AND HIGH SCHOOL YOUTH EXPERIENCING BEHAVIORAL HEALTH CONCERNS, ACCESS TO BEHAVIORAL HEALTH RESOURCES FOR ADOLESCENTS AND TEENS). FOOD SECURITY (ACCESS TO HEALTHY, ORGANIC FOOD FOR PEOPLE LIVING IN FOOD DESERTS; COMMUNITY ENGAGEMENT THROUGH GARDENING IN OUTDOOR COMMUNITY CENTERS AND LOCALLY GROWN FOOD AND SAFE GREEN SPACES; MICROLOAN OPPORTUNITIES FOR LOW-INCOME RESIDENTS PURSUING ENTREPRENEURSHIP, ACCESS TO HEALTHCARE FOR UNDER-REPRESENTED POPULATIONS (FQHC POPULATIONS; RURAL COMMUNITIES & AGRICULTURAL WORKERS; COMMUNITY INJURY PREVENTION; MOTHERS & MEDICALLY FRAGILE INFANTS (SERVING FAMILIES IN THE NICU, BLACK DOULA TRAINING, AND INVOLVEMENT IN REGIONAL INITIATIVES); LIFESTYLE (METABOLIC SYNDROME; PEOPLE EXPERIENCING: HOMELESSNESS; DISABILITY, CANCER, PRE-DIABETES AND DIABETES). COMMUNITY HEALTH IMPLEMENTATION STRATEGY FY 23-FY 25: THE THREE-YEAR PLAN FOR THE FY 23- FY 25 FISCAL YEARS CENTERS ON LLUH'S ATTEMPT TO ADDRESS THE ROOT CAUSE OF POVERTY IN OUR REGION THROUGH WORKFORCE DEVELOPMENT AND EDUCATION AND TO INCREASE ACCESS TO CARE FOR VULNERABLE POPULATIONS WHO LIVE WITH UN-MET HEALTH NEEDS THAT CLUSTER INTO "LIFESTYLE DISEASES." THE TWO ARE INEXTRICABLY LINKED AS POVERTY DECREASES HEALTH STATUS IS A WELL-DOCUMENTED CONTRIBUTOR TO CHRONIC STRESS AND HIGHER RATES OF HYPERTENSION, DIABETES, DECREASED CARDIAC HEALTH, AND EVEN ENVIRONMENTALLY TRIGGERED CONDITIONS LIKE ASTHMA. POPULATIONS LIVING AT THE LOWER LEVELS OF INCOME, OR HAVING A LOW SOCIOECONOMIC STATUS, IS ALSO A WELL-DOCUMENTED CORRELATION TO A DECREASE IN MENTAL AND BEHAVIORAL HEALTH AND HIGHER PREVALENCE RATES OF SUBSTANCE USE. WHEN POVERTY IS PERVASIVE, THOSE LIVING IN POVERTY CANNOT MAXIMIZE THEIR HEALTH STATUS AS SURVIVAL CONCERNS DECREASE OVERALL HEALTH AND WELLNESS. TO MAXIMIZE OUR WORK AND INVESTMENTS IN COMMUNITIES OF HIGHEST NEED, LLUH IS BUILDING ON OUR STRENGTHS AS AN ECONOMIC ANCHOR IN OUR REGION IN ORDER TO STRATEGICALLY RESPOND TO THE NEEDS EXPRESSED BY OUR COMMUNITY. LLUH EMPLOYS OVER 17,000 PEOPLE BETWEEN OUR UNIVERSITY AND HEALTHCARE SYSTEM AND WE ARE A JOB ENGINE FOR PEOPLE IN OUR COMMUNITY AND PROVIDE ACCESS TO HIGHER, LIVABLE WAGES THROUGH OUR HEALTH SYSTEM. AS LLUH IS ALSO A GRADUATE INSTITUTION FOR HEALTH EDUCATION, WE CAN INCREASE LOCAL RESIDENT'S ACCESS TO EDUCATION THROUGH OUR EXPERTISE IN THIS INDUSTRY. THE MISSION OF LLUH IS TO CONTINUE BOTH THE TEACHING AND HEALING MINISTRY OF JESUS CHRIST TO MAKE MAN WHOLE WITH EQUAL EMPHASIS AS ON BOTH ASPECTS OF THE MISSION, INCLUDING HOW THIS MISSION INFORMS OUR RESPONSIVENESS TO THE COMMUNITIES WE SERVE. FOR THE FY 23 FY 25 THREE YEAR CYCLE, LLUH IS COMMITTED TO ADDRESSING UN-MET HEALTH NEEDS THAT ARE EXACERBATED BY POVERTY THROUGH A FOCUS OF COMMUNITY BENEFIT INVESTMENT IN WORKFORCE DEVELOPMENT & EDUCATION AND HEALTH AND WELLNESS ISSUES WHERE LLUH CAN MAKE TARGETED INVESTMENTS IN INTERVENTIONS IN OUR WORK WITH NON-PROFIT PARTNERS AND COMMUNITY MEMBERS. RESOURCES ALLOCATED TO THE NEEDS: THE FOLLOWING IMPLEMENTATION STRATEGY OUTLINES THE ACTIVITIES AND INVESTMENTS MADE BY THE FOUR LICENSED HOSPITALS AS EXECUTED THROUGH THE INSTITUTE FOR COMMUNITY PARTNERSHIPS. MAJOR INITIATIVES ARE COVERED IN THE FOLLOWING IMPLEMENTATION STRATEGY, ROUTINE SYSTEM ACTIVITIES RELATED TO HEALTH ACCESS OR OUTREACH ARE REPORTED ANNUALLY ONLY AS THEY FIT AND ADDRESS THE NEEDS IDENTIFIED FOR FOCUS BY THE FY 23 FY 25 CHIS. THE FOUR MAJOR GOALS FOR LLUH COMMUNITY BENEFIT INCLUDE: IMPROVING ECONOMIC MOBILITY THROUGH EDUCATIONAL AND WORKFORCE OPPORTUNITIES, ADVANCING HEALTH EQUITY, INCREASING ACCESS TO HEALTH AND WELLNESS RESOURCES, AND IMPROVING MATERNAL AND CHILD HEALTH OUTCOMES. GOAL 1 PROGRAMS INCLUDE DISCOVERY AND MYCAMPUS WHICH FOCUS ON EXPOSING YOUTH IN OUR REGION TO DIFFERENT CAREERS IN HEALTHCARE. GOAL 2 PROGRAMS CENTER AROUND OUR COMMUNITY HEALTH WORKERS WORKFORCE. THROUGH ICP, THE HOSPITALS ARE INVESTING IN THE DEVELOPMENT OF THE COMMUNITY HEALTH WORKER WORKFORCE IN OUR REGION IN SCHOOL DISTRICTS, WITH NON-PROFIT PARTNERS, AND IN HEALTH SYSTEMS. THE IMPLEMENTATION PLAN FOR THIS EFFORT INCLUDES THE FOLLOWING MAJOR INITIATIVES: 1) ICP CONTRACTS AND PROVIDES TECHNICAL ASSISTANCE TO SCHOOL DISTRICTS TO CREATE CHEW JOBS: LLUH THROUGH ICP CONTINUES ITS COMMUNITY HEALTH EDUCATION WORKER TEAMS (CHEWS) IN LOCAL SCHOOL DISTRICTS IN ORDER TO EXTEND OUTREACH TO AT-RISK POPULATIONS OF STUDENTS, OR YOUTH WHO ARE AT-PROMISE, BASED ON WHAT DISTRICTS MOST NEED ADDRESSED. THE CHEWS ARE TRAINED TO WORK IN THE EDUCATION SYSTEM AND THROUGH RELATIONSHIP BUILDING AND HOME VISITS, EXTEND OUTREACH, SOCIAL SUPPORTS, LINKAGES AND ACCOMPANIMENTS TO FAMILIES, RESOURCE SUPPORT, AND INFORMAL PEER COUNSELING TO HELP STUDENTS WHO ARE CHRONICALLY ABSENT, FACE UNDUE HEALTH CHALLENGES, OR ARE EXPERIENCING MENTAL OR BEHAVIORAL HEALTH CRISIS HAVE ADDITIONAL, INTENSIVE SUPPORTIVE RESOURCES. ICP CURRENTLY CONTRACTS WITH 2 SCHOOL DISTRICTS AND EMPLOYS 13 CHEWS WORKING IN THE COMMUNITY, A MANAGER OF INTEGRATION TO OVERSEE THE PROJECT, AND IS CONDUCTING INTERVENTIONS WITH FAMILIES WHO HAVE CHILDREN WHO ARE CHRONICALLY ABSENT (ONE DISTRICT) AND THE OTHER DISTRICT IS A FOCUSED INTERVENTION TO PREVENT AGAINST SUICIDAL IDEATION OR ACTION (BEHAVIORAL HEALTH PREVENTION). RESOURCES ALLOCATED: ALL FOUR LICENSED HOSPITALS INVEST IN ICP OPERATIONS IN ORDER TO CARRY OUT THIS LEVEL OF PARTNERSHIP, RESPONSIVENESS, AND INTERVENTION IN OUR COMMUNITIES. ONLY EXPENSES ABOVE AND BEYOND CONTRACTUAL REVENUE ARE REPORTED AS COMMUNITY BENEFIT. ICP IS INVESTING IN NON-PROFIT, COMMUNITY-BASED ORGANIZATIONAL PARTNERS WHO WANT TO EXPAND OUTREACH TO THEIR POPULATIONS THROUGH THE ADDITION OF COMMUNITY HEALTH WORKERS THROUGH EITHER SEED FUNDING FOR COMMUNITY HEALTH WORKER POSITIONS OR, THROUGH TECHNICAL ASSISTANCE WITH GRANT ACTIVITIES TO HELP INCREASE PARTNER POTENTIAL TO ACQUIRE DOLLARS TO HIRE COMMUNITY HEALTH WORKERS. ICP INVESTED IN A COMMUNITY HEALTH WORKER INTEGRATION PROGRAM WITH A NON-PROFIT PARTNER IN THE COACHELLA VALLEY WHERE FIND FOOD BANK ADDED A CHW TO THEIR OUTREACH TEAM. THE CHW WORKING THERE IS FOCUSED ON INTENSIVE OUTREACH VISITS TO AT-RISK FAMILIES IN THE HIGH NEED NORTH SHORE AREA. RESOURCES ALLOCATED: ALL FOUR LICENSED HOSPITALS INVEST IN ICP OPERATIONS IN ORDER TO CARRY OUT THIS LEVEL OF PARTNERSHIP, RESPONSIVENESS, AND INTERVENTION IN OUR COMMUNITIES. LLUMC AND LLUCH DOLLARS ARE CURRENTLY INVESTED IN THE NON-PROFIT PARTNER CHW POSITION. CREATION AND INTEGRATION OF THE CHW WORKFORCE IN THE LLUH SYSTEM. IN FY 2019 LLUH CONDUCTED A PILOT WITH 2 CHWS WHO INTEGRATED INTO HIGH-RISK AREAS WHERE VULNERABLE POPULATIONS ACCESS OUR HEALTH SYSTEM BUT FACE UNDUE HEALTH BURDENS IN TRYING TO ADDRESS THEIR HEALTH AND WELLNESS POST-ENCOUNTER IN EITHER INPATIENT OUR OUTPATIENT SETTINGS. THIS INCLUDES LINKAGES TO LLUH'S PRIORITY ON DISEASE RELATED TO POVERTY THROUGH A FOCUS ON AT-RISK INFANTS AND MOTHERS IN THE NICU AND AT-RISK ADULTS WITH DIABETES IN THE OUTPATIENT DIABETES TREATMENT CENTER. DUE TO THE INITIAL SUCCESS OF THE PILOT PROGRAM IN 2019, LLUH IS FORMALLY CREATED A CHW INTEGRATION AND INTERVENTION PROGRAM THROUGH THE INSTITUTE FOR COMMUNITY PARTNERSHIPS BASED ON THE FOLLOWING PARAMETERS: LLUH HOSPITALS CURRENTLY INVEST IN 8 CHW POSITIONS AND TWO OPERATIONS POSITIONS (2 MANAGERS) TO RUN THE PROGRAM. THE ICP MANAGEMENT/OPERATIONS POSITIONS OVERSEE THE ESTABLISHMENT OF THE CHW PROGRAM AT LLUH. THE LLUH CHWS WILL BE ENTIRELY FOCUSED ON THE TARGET POPULATION, THOSE FROM UNDERSERVED COMMUNITIES WHO LACK ACCESS TO SERVICES AND FACE POVERTY, BASED ON THE COMMUNITY BENEFIT INVESTMENT IN THIS COMMUNITY INTERVENTION. IT IS THE GOAL OF THIS PROGRAM TO USE THE HOSPITAL'S INVESTMENT TO INTERVENE AND LIGHTEN THE BURDEN OF THE SOCIAL DETERMINANTS OF HEALTH THROUGH COMMUNITY PEERS WHO ARE EXPERTLY TRAINED IN RECOGNIZING AND NAVIGATING THE SOCIAL DETERMINANTS OF HEALTH. WHILE THE CHWS ARE EMPLOYED BY LLUH AND MEET PEOPLE WHO REPRESENT VULNERABLE POPULATIONS IN OUR REGION, THEY ARE ASSIGNED TO WORK IN THE COMMUNITY WITH PATIENTS AND THEIR PART V, SECTION B, LINE 11: CONTINUED FAMILIES WHO REPRESENT THE TARGET POPULATION, AS DEFINED BY COMMUNITY BENEFIT PARAMETERS. LLUH CHWS FOCUS ON HOME VISITS AND COMMUNITY OUTREACH CLASSES/PEER SUPPORT GROUPS FOR VULNERABLE POPULATIONS WITH THE FOLLOWING PROGRAMMATIC GOALS: TIME IS THE MEDICINE UNLIKE MANY OF THE HEALTH CARE PROVIDERS AND WORKFORCE, CHWS ARE ABLE TO DO TIME-INTENSIVE INTERVENTIONS. THIS IS ACCOMPLISHED THROUGH A TRUSTED RELATIONSHIP AS CHWS ARE ABLE TO QUICKLY ESTABLISH AS COMMUNITY PEERS AND ENGAGE WITH COMMUNITY MEMBERS ONCE THEY ARE HOME. CHWS WORK WITH COMMUNITY MEMBERS AND THEIR FAMILY MEMBERS TO NAVIGATE COMPLEX SOCIAL AND HEALTH SYSTEMS TO ADDRESS, MANAGE, AND MAINTAIN THEIR HELP ONCE THESE COMMUNITY MEMBERS ARE NO LONGER "PATIENTS" IN OUR FACILITY, BUT INTEGRATING BACK TO THE HOME TO GET THE CARE THEY NEED. INTERVENTIONS WITHOUT BORDERS CHWS ARE ABLE TO PROVIDE SUPPORTIVE COACHING AND MENTORING TO HELP THOSE THEY WORK NAVIGATE COMPLEX SOCIAL SERVICES AND BENEFITS LIKE (DMV, SOCIAL SECURITY, VETERANS AFFAIRS, ETC.). CHWS ARE ALSO ABLE TO PROVIDE ACCOMPANIMENT BY MEETING WITH COMMUNITY MEMBERS AT APPOINTMENTS AND IN OUTPATIENT AND INPATIENT SYSTEMS OF CARE (BOTH LLUH AND NON-LLUH), AND CHWS ARE ABLE TO SUPPORT INDIVIDUALS IN ACCESSING RESOURCES FOR SURVIVAL NEEDS LIKE FOOD BANKS, HOUSING AND RENTAL ASSISTANCE, AND OTHER SUPPORTIVE SOURCES IN THE COMMUNITY OFFERED BY NON-PROFITS AND COMMUNITY ORGANIZATIONS. SPECIAL POPULATIONS FOCUS THE LLUH CHWS WILL BE STATIONED IN CRITICAL ACCESS AREAS OF THE HEALTH SYSTEM IN ORDER TO BECOME CONNECTED TO COMMUNITY MEMBERS WHO ARE EXPERIENCING THE HIGHEST LEVELS OF NEED. THE FOLLOWING ARE SPECIAL POPULATIONS THE CHW PROGRAM WILL ADDRESS: AT-RISK INFANTS AND MOTHERS; ADULTS WITH DIABETES; CHILDREN AND YOUTH WITH DIABETES; HOMELESS INDIVIDUALS IN OUR EMERGENCY DEPARTMENT; VIOLENCE PREVENTION; WHOLE FAMILY CARE; INDIVIDUALS EXPERIENCING ESCALATION OF SYMPTOMS RELATED TO HIV AND SICKLE CELL DISEASES; INDIVIDUALS EXPERIENCING A LACK OF ACCESS TO MENTAL HEALTH OR BEHAVIORAL HEALTH SERVICES AND RESOURCES; HIGH UTILIZERS OF THE LLUH SYSTEM WHO EXPERIENCE UNDUE SOCIAL DETERMINANT BURDEN AND REQUIRE EXTENSIVE, SUPPORTIVE ACCOMPANIMENT AND LINKAGE TO HEALTH AND SOCIAL SERVICES UPON DISCHARGE FROM THE LLUH INPATIENT SYSTEM. FINALLY, SPECIAL TO THIS PROGRAM IS THE TWO-FOR-ONE INVESTMENT THAT CREATING THE CHW WORKFORCE DOES TO CREATE JOBS AND DEVELOP THE WORKFORCE. TO GIVE CHWS JOBS IS AN ACT OF ECONOMIC DEVELOPMENT AS PEOPLE DOING THE WORK OF A CHW OFTEN NEED THE SAME ACCESS TO EMPLOYMENT AS THOSE THEY ARE TIRELESSLY SERVING. CHWS ARE TRADITIONALLY, NOT PART OF THE SYSTEMS THEY SUPPORT, NOR DO THEY HAVE ACCESS TO THE WORKPLACE BENEFITS. EMPLOYMENT REDUCES THE RELIANCE ON GRANT-BASED OR PROJECTBASED EMPLOYMENT FOR CHWS, A SOURCE OF INCOME INSECURITY. IN ADDITION TO THE PROGRAMMATIC OUTREACH AND INTERVENTION PROVIDED BY THE CHWS, THE CREATION OF THE JOBS FOR COMMUNITY MEMBERS WHO ARE TRAINED IN THIS WORK IS ALSO A FULFILLMENT OF THE COMMUNITY BENEFIT WORKFORCE DEVELOPMENT STRATEGY AS PRIORITY HIRING IS RESERVED FOR PEOPLE WITH LIVED EXPERIENCE IN NAVIGATING THE SOCIAL DETERMINANTS OF HEALTH, HAVING LIVED EXPERIENCE WITH POVERTY, AND THOSE WHO HAVE RECEIVED TRAINING TO BECOME COMMUNITY HEALTH WORKERS IN THE COMMUNITIES FROM WHICH THEY ARE FROM OR WITH SPECIAL POPULATIONS OF WHICH THEY HAVE SPECIAL KNOWLEDGE OR LIVED EXPERIENCE. GOAL 3 IS FOCUSED ON LIFESTYLE INTERVENTIONS THAT REDUCE CHRONIC DISEASES (I.E. GOAL 4 HEALTH SOCCER LEAGUE, HEALTH EDUCATION WORKSHOPS, AND CHW WORKFORCE TRAININGS TO BETTER SERVE THEIR PATIENTS). GOAL 4 SUPPORTS INITIAVES FOCUSED ON IMPROVING MATERNAL AND CHILD OUTCOMES THROUGH THE NICU, REACH OUT & READ PROGRAM, AND REGIONAL COLLABORATIONS. FINALLY, LLUH IS COMMITTED IN INVESTING DIRECT FINANCIAL RESOURCES INTO NONPROFIT ORGANIZATIONS FOCUSED ON ADDRESSING OUR FOUR GOALS IN WAYS THAT ARE BEYOND WHAT ICP AND LLUH COULD DO ON ITS OWN. RESOURCES ALLOCATED: ALL FOUR LICENSED HOSPITALS INVEST IN ICP OPERATIONS IN ORDER TO CARRY OUT THIS LEVEL OF PARTNERSHIP, RESPONSIVENESS, AND INTERVENTION IN OUR COMMUNITIES. ALL FOUR LICENSED HOSPITALS ARE INVESTING DOLLARS TO SUPPORT ICP OPERATIONS AND DIRECT FINANCIAL SUPPORT TO NONPROFIT PARTNERS. HOW THE NEEDS ARE DIRECTLY OR INDIRECTLY ADDRESSED: DUE TO THE REALITY THAT MORE NEEDS ARE OFTEN IDENTIFIED IN COMMUNITY HEALTH ASSESSMENTS THAN WHAT CAN BE ACTED UPON IN ORDER TO SHOW AN IMPACT, LLUH PRIORITIZED THE NEEDS AND IMPLEMENTATION STRATEGY ACCORDING TO THE HIGHEST PRIORITY NEEDS, REFLECTED IN THIS IMPLEMENTATION STRATEGY: A) DIRECTLY ADDRESSED BY THE CHIS AND THE ANNUAL SYSTEM ACTIVITIES THAT ARE IN ALIGNMENT WITH COMMUNITY BENEFIT PRINCIPLES AND CONNECTED TO THE 2022 CHNA NEEDS IDENTIFIED; B) INDIRECTLY ADDRESSED BY LLUH'S PARTNERSHIPS WITH OTHER ORGANIZATIONS ALREADY WORKING IN THESE AREAS IN THE COMMUNITY; C) NOT ADDRESSED DUE TO IT NOT BEING AN AREA OF EITHER DIRECT INVESTMENT OR INDIRECT WORK WITH PARTNER ORGANIZATIONS. TO LEARN ABOUT HOW ALL NEEDS IDENTIFIED BY LLUH WERE EITHER ADDRESSED DIRECTLY, INDIRECTLY, OR NOT ADDRESSED, PLEASE SEE THE CHIS DOCUMENT PUBLICLY POSTED ON THE LLUH REPORTS WEBSITE FOR AN INVENTORY. FOR COMPLETE INFORMATION ON LLUH CHNA & CHIS AND THE ANNUAL COMMUNITY BENEFIT REPORTS FOR THE LLUH HOSPITALS, PLEASE VISIT: HTTPS://LLUH.ORG/ABOUT-US/COMMUNITY-BENEFIT/REPORTS-AND-RESOURCES PART I, LINE 3C: LLUMC-M USES FPG TO DETERMINE ELIGIBILITY FOR PROVIDING DISCOUNTED CARE TO LOW INCOME INDIVIDUALS. PART I, LINE 6A: LLUH, ON BEHALF OF LLUMC-M, SUBMITS AN ANNUAL COMMUNITY BENEFIT REPORT TO OSHPD. PART I, LINE 7: WE USE THE WORKSHEETS AVAILABLE IN THE INSTRUCTION SECTION OF SCHEDULE H TO DERIVE THE AMOUNTS REPORTED IN THIS SECTION.PART I, LINE 7, COLUMN E: HEALTH PROFESSIONALS EDUCATION AND RESEARCH-$0PART I, LINE 7: MEDICAL CARE SERVICES-$22,323,003; COMMUNITY HEALTH IMPROVEMENT-$56,940PART III, LINE 3: BAD DEBT-$3,776,515PART III, LINE 8: N/A PART I, LINE 7G: WE DID NOT INCLUDE ANY COST ATTRIBUTABLE TO A PHYSICIAN CLINIC AS SUBSIDIZED HEALTH SERVICES. PART II, COMMUNITY BUILDING ACTIVITIES: REFER TO 990, PART III, LN 4A & SCHEDULE O FOR MORE INFORMATION ON LOMA LINDA UNIVERSITY MEDICAL CENTER-MURRIETA - COMMUNITY HEALTH BENEFIT SELECTED PROGRAM HIGHLIGHTS PART III, LINE 2: PRIOR TO FY202, LLUMC-M ADOPTED THE NEW REVENUE STANDARD USING THE MODIFIED RETROSPECTIVE METHOD. PATIENT SERVICE REVENUES ARE PRESENTED NET OF ESTIMATED IMPLICIT PRICE CONCESSION REVENUE DEDUCTIONS. THE IMPLICIT PRICE CONCESSIONS INCLUDED IN ESTIMATING THE TRANSACTION PRICE REPRESENT THE DIFFERENCE BETWEEN AMOUNTS BILLED AND EXPECTED COLLECTIONS BASED ON HISTORICAL COLLECTIONS. SEE FOOTNOTE TO FY2020 LLUMC'S COMBINED FINANCIAL STATEMENTS, PAGE 14-17, NOTES TO COMBINED FINANCIAL STATEMENTS. PART III, LINE 3: ESTIMATED AMOUNT OF BAD DEBT EXPENSE REPORTED FOR PATIENTS ELIGIBLE UNDER LLUMC'S FINANCIAL ASSITANCE POLICY IS DERIVED BY DEVELOPING A COST-TO-CHARGE RATIO OF 18.2% (ADJUSTED PATIENT CARE COSTS/GROSS PATIENT CHARGES) AND MUPLTIPLYING AGAINST BAD DEBT EXPENSE. LLUCH'S ESTIMATED COSTS OF CARE FOR ELIGIBLE PATIENTS REPRESENT THE AMOUNT OF BAD DEBT EXPENSE RELATED TO COMMUNITY BENEFIT. THE RATIONALE FOR THIS METHODOLOGY IS THAT ELIGIBLE PATIENTS WILL QUALIFY FOR DEEPLY DISCOUNTED OR FULLY DISCOUNTED PAYMENT FINANCIAL ASSISTANCE THAT WOULD RESULT IN ADJUSTED CHARGES THAT ARE COMPARABLE WITH ACTUAL COST. PART III, LINE 4: THE FOOTNOTE TO THE FY2023 LLUMC'S COMBINED FINANCIAL STATEMENTS THATDESCRIBES BAD DEBT EXPENSE IS FOUND ON PAGES 14-16, NOTES TO COMBINED FINANCIAL STATEMENTS. PART III, LINE 9B: AS A FAITH BASED ORGANIZATION, LLUMC-M STRIVES TO MEET THE HEALTH CARE NEEDS OF PATIENTS IN ITS GEOGRAPHIC SERVICE AREA. THE FIRST AND FOREMOST RESPOSIBILITY OF LLUMC-M IS TO SEE THAT ITS PATIENTS RECEIVE COMPASSIONATE, TIMELY, AND APPROPRIATE MEDICAL CARE WITH CONSIDERATION FOR PATIENT PRIVACY, DIGNITY, AND INFORMED CONSENT.ELIGIBILITY UNDER THE LLUMC-M FINANCIAL ASSISTANCE POLICY IS PROVIDED FOR ANY PATIENT WHOSE FAMILY INCOME IS LESS THAN 350% OF THE CURRENT FEDERAL POVERTY LEVEL, IF NOT COVERED BY THIRD PARTY INSURANCE OR, IF COVERED BY THIRD PARTY INSURANCE WHICH DOES NOT RESULT IN FULL PAYMENT OF THE ACCOUNT.FOR FURTHER INFORMATION, PLEASE REFER TO OUR CHARITY CARE AND FINANCIAL ASSISTANCE POLICY. PART VI, LINE 2: THE COMMUNITY HEALTH NEED ASSESSMENT 2022 AS THE BASELINE FOR 2023-2025 IMPLEMENTATION STRATEGY: IN 2022, LOMA LINDA UNIVERSITY HEALTH CONDUCTED A COMMUNITY HEALTH NEEDS ASSESSMENT (CHNA) IN PARTNERSHIP WITH NON-PROFIT, COMMUNITY-BASED PARTNERS AND THEIR COMMUNITY HEALTH WORKERS IN ORDER TO IMPLEMENT A SOCIAL DETERMINANTS OF HEALTH SURVEY WITH 811 COMMUNITY MEMBERS; TO CONDUCT 22 COMMUNITY CONVERSATIONS IN BOTH ENGLISH AND SPANISH (FOCUS GROUPS) WITH OVER 150 COMMUNITY MEMBERS; AND TO CONDUCT 13 INTERVIEWS WITH 16 REGIONAL LEADERS ACTIVE IN PUBLIC HEALTH, EDUCATION, ADVOCACY, FAITH-BASED, AND/OR NON-PROFIT ORGANIZATIONS WITH DEEP KNOWLEDGE OF OUR COMMUNITY'S MOST VULNERABLE POPULATIONS. SIXTY-THREE PERCENT OF THE PEOPLE WHO PARTICIPATED IN THE EXTENSIVE SURVEY EFFORT WERE FROM HOUSEHOLDS LIVING ON $50,000 A YEAR OR LESS, WITH THIRTY-THREE PERCENT OF PARTICIPANTS LIVING ON $25,000 OR LESS. THE CHNA ACHIEVED A STATISTICALLY SIGNIFICANT SAMPLING OF COMMUNITY MEMBERS LIVING ON LOWER INCOMES AND ACHIEVED REPRESENTATION FOR THE 4.7 MILLION PEOPLE IN OUR REGION, IN KEEPING WITH COMMUNITY BENEFIT GUIDELINES FOR IDENTIFYING THE UN-MET HEALTH NEEDS OF THE MOST VULNERABLE MEMBERS OF THE COMMUNITY. MOST IMPORTANTLY, THE NEEDS IDENTIFIED THROUGH THE METHODOLOGY OF THIS STUDY WERE THOSE THE COMMUNITY MEMBERS IDENTIFIED AS THE MOST PRESSING NEEDS IN THEIR COMMUNITIES. EMERGING AS THE LEADING HEALTH CHALLENGE IN OUR REGION WAS A FOCUS ON MENTAL HEALTH. CONTRIBUTING FACTORS INCLUDED THE HOUSING CRISIS/HOMELESSNESS, IMPACT OF COVID-19 (LOSS OF LOVED ONES, DEPRESSION, ANXIETY, SUBSTANCE ABUSE, ETC.), AND LIVING IN UNDERSERVED AREAS. THE STRESS AND ISOLATION FROM THE PANDEMIC HAVE HAD DEVASTATING EFFECTS ON NEARLY EVERY COMMUNITY AND POPULATION ACROSS THE REGION. THE PRIMARY AND SECONDARY DATA SOURCES ALSO REVEALED HEART DISEASE AND DIABETES AS THE LEADING CAUSES OF PREVENTABLE DEATH AND MORBIDITY IN THE INLAND EMPIRE. THESE CHRONIC DISEASES PLAGUE LOWER INCOME POPULATIONS AT HIGHER RATES DUE TO THE LACK OF HEALTHY FOOD CHOICES AND EASIER ACCESS TO UNHEALTHY FOODS IN AREAS OF LOW SOCIOECONOMIC STATUS. FINALLY, MATERNAL AND CHILD HEALTH WAS MENTIONED AS THE THIRD LEADING HEALTH CHALLENGE DUE TO THE HUGE DISPARITIES THAT EXIST FOR WOMEN OF COLOR AND BIRTHING OUTCOMES. MATERNAL MORTALITY RATES FOR WOMEN OF COLOR WERE 2.9 TIMES HIGHER THAN NON-HISPANIC WHITE WOMEN. INFANT MORTALITY RATES IN RIVERSIDE AND SAN BERNARDINO COUNTY WERE ALSO MUCH HIGHER THAN THE STATE AS A WHOLE, ESPECIALLY AMONG BLACKS AD HISPANICS. PART VI, LINE 3: AT THE TIME OF REGISTRATION, PATIENTS WHO ARE UNINSURED AND UNDERINSURED ARE PROVIDED INFORMATION ABOUT GOVERNMENT HEALTHCARE PROGRAMS. PATIENTS ALSO ARE ORALLY INFORMED OF THEIR RIGHT TO REQUEST CHARITY ASSISTANCE. SIGNS ARE DISPLAYED IN THE PATIENT BUSINESS OFFICE, PATIENT REGISTRATION AREAS AND THE EMERGENCY ROOM IN MULTIPLE LANGUAGES INFORMING PATIENTS OF THIS RIGHT AS WELL. THE HOSPITAL ALSO PROVIDES A BROCHURE DURING THE REGISTRATION PROCESS THAT EXPLAINS THE HOSPITAL BILLING AND COLLECTION PROCEDURES, AND HOW TO REQUEST FINANCIAL ASSISTANCE. IN ADDITION, SELF-PAY BILLING STATEMENTS SENT TO PATIENTS CONTAIN INFORMATION ON HOW TO REQUEST FINANCIAL ASSISTANCE. PART VI, LINE 4: THE COMMUNITY HEALTH NEED ASSESSMENT 2022 AS THE BASELINE FOR 2023-2025 IMPLEMENTATION STRATEGY: IN 2022, LOMA LINDA UNIVERSITY HEALTH CONDUCTED A COMMUNITY HEALTH NEEDS ASSESSMENT (CHNA) IN PARTNERSHIP WITH NON-PROFIT, COMMUNITY-BASED PARTNERS AND THEIR COMMUNITY HEALTH WORKERS IN ORDER TO IMPLEMENT A SOCIAL DETERMINANTS OF HEALTH SURVEY WITH 811 COMMUNITY MEMBERS; TO CONDUCT 22 COMMUNITY CONVERSATIONS IN BOTH ENGLISH AND SPANISH (FOCUS GROUPS) WITH OVER 150 COMMUNITY MEMBERS; AND TO CONDUCT 13 INTERVIEWS WITH 16 REGIONAL LEADERS ACTIVE IN PUBLIC HEALTH, EDUCATION, ADVOCACY, FAITH-BASED, AND/OR NON-PROFIT ORGANIZATIONS WITH DEEP KNOWLEDGE OF OUR COMMUNITY'S MOST VULNERABLE POPULATIONS. SIXTY-THREE PERCENT OF THE PEOPLE WHO PARTICIPATED IN THE EXTENSIVE SURVEY EFFORT WERE FROM HOUSEHOLDS LIVING ON $50,000 A YEAR OR LESS, WITH THIRTY-THREE PERCENT OF PARTICIPANTS LIVING ON $25,000 OR LESS. THE CHNA ACHIEVED A STATISTICALLY SIGNIFICANT SAMPLING OF COMMUNITY MEMBERS LIVING ON LOWER INCOMES AND ACHIEVED REPRESENTATION FOR THE 4.7 MILLION PEOPLE IN OUR REGION, IN KEEPING WITH COMMUNITY BENEFIT GUIDELINES FOR IDENTIFYING THE UN-MET HEALTH NEEDS OF THE MOST VULNERABLE MEMBERS OF THE COMMUNITY. MOST IMPORTANTLY, THE NEEDS IDENTIFIED THROUGH THE METHODOLOGY OF THIS STUDY WERE THOSE THE COMMUNITY MEMBERS IDENTIFIED AS THE MOST PRESSING NEEDS IN THEIR COMMUNITIES. EMERGING AS THE LEADING HEALTH CHALLENGE IN OUR REGION WAS A FOCUS ON MENTAL HEALTH. CONTRIBUTING FACTORS INCLUDED THE HOUSING CRISIS/HOMELESSNESS, IMPACT OF COVID-19 (LOSS OF LOVED ONES, DEPRESSION, ANXIETY, SUBSTANCE ABUSE, ETC.), AND LIVING IN UNDERSERVED AREAS. THE STRESS AND ISOLATION FROM THE PANDEMIC HAVE HAD DEVASTATING EFFECTS ON NEARLY EVERY COMMUNITY AND POPULATION ACROSS THE REGION. THE PRIMARY AND SECONDARY DATA SOURCES ALSO REVEALED HEART DISEASE AND DIABETES AS THE LEADING CAUSES OF PREVENTABLE DEATH AND MORBIDITY IN THE INLAND EMPIRE. THESE CHRONIC DISEASES PLAGUE LOWER INCOME POPULATIONS AT HIGHER RATES DUE TO THE LACK OF HEALTHY FOOD CHOICES AND EASIER ACCESS TO UNHEALTHY FOODS IN AREAS OF LOW SOCIOECONOMIC STATUS. FINALLY, MATERNAL AND CHILD HEALTH WAS MENTIONED AS THE THIRD LEADING HEALTH CHALLENGE DUE TO THE HUGE DISPARITIES THAT EXIST FOR WOMEN OF COLOR AND BIRTHING OUTCOMES. MATERNAL MORTALITY RATES FOR WOMEN OF COLOR WERE 2.9 TIMES HIGHER THAN NON-HISPANIC WHITE WOMEN. INFANT MORTALITY RATES IN RIVERSIDE AND SAN BERNARDINO COUNTY WERE ALSO MUCH HIGHER THAN THE STATE AS A WHOLE, ESPECIALLY AMONG BLACKS AD HISPANICS. PART VI, LINE 5: LLUH HAS A UNIQUE, BEST-PRACTICE MODEL IN THE IMPLEMENTATION OF COMMUNITY BENEFIT IN ORDER TO ACHIEVE COLLECTIVE IMPACT WITH THEIR INVESTMENT AND PROGRAM STRATEGY: SINCE 2012, ALL LICENSED HOSPITALS WITHIN THE LLUH SYSTEM HAVE CENTRALIZED THEIR COMMUNITY BENEFIT INVESTMENTS THROUGH THE INSTITUTE FOR COMMUNITY PARTNERSHIPS TO MORE STRATEGICALLY ALIGN AND IMPLEMENT COMMUNITY HEALTH INVESTMENTS AND SINCE THE BEGINNING, LLUH HAS REPORTED PROGRAMMATICALLY AT THE HEALTH SYSTEM LEVEL TO MAXIMIZE OUTCOMES. THE COMMUNITY BENEFIT NUMBERS ARE REPORTED FINANCIALLY AND INDEPENDENTLY ON EACH LICENSED HOSPITAL'S 990 SCHEDULE H BASED ON THEIR INDIVIDUAL HOSPITAL FINANCIALS WITH ATTENTIVE MANAGEMENT TO BOTH THE COLLECTIVE AND INDIVIDUAL PROGRAMS, ACTIVITIES, AND OUTCOMES REPORTED IN THE ANNUAL SYSTEM COMMUNITY BENEFIT REPORT, IN COMPLIANCE WITH THE ACA (2010) AND CALIFORNIA'S AB 204 (2019). THE CENTRALIZED MODEL ALLOWS THE HOSPITALS TO ACCOMPLISH MORE IMPACT IN THE COMMUNITY FROM THE COMMUNITY HEALTH IMPLEMENTATION STRATEGY (CHIS) AND IN MORE EFFECTIVELY WORKING WITH PARTNER ORGANIZATIONS WITH SIMILAR GOALS. THE INSTITUTE FOR COMMUNITY PARTNERSHIPS IS COMMITTED TO SUPPORTING IMPLEMENTATION OF LLUH'S HOSPITAL COMMUNITY BENEFIT INVESTMENTS AND FULFILLMENT OF THE PRIORITY FOCUS AREAS, IN CLOSE COLLABORATION WITH THE COMMUNITY, TO COMMUNITY-BASED RESEARCH, AND TO SERVICE-LEARNING AT LOMA LINDA UNIVERSITY HEALTH (LLUH). THE INSTITUTE PLAYS A CENTRALIZING, COORDINATING, AND IMPLEMENTATION FUNCTION FOR THE FOUR LICENSED HOSPITALS AT LLUH'S COMMUNITY BENEFIT INVESTMENT DOLLARS. OUR INSTITUTE IS COMMITTED TO STRATEGICALLY WORKING WITH OUR COMMUNITY PARTNERS TO BETTER UNDERSTAND AND ADDRESS THE NEEDS OF THE COMMUNITY THROUGH ACTIVITIES SUCH AS RESEARCH, TEACHING, AND SERVICE-BASED LEARNING. COMMUNITY PARTICIPATION IS AT THE CORE OF OUR EFFORTS, WITH STRUCTURED LEARNING OPPORTUNITIES FOR UNDERREPRESENTED MINORITY STUDENTS, TRAINING PROGRAMS FOR COMMUNITY HEALTH WORKERS, AND COMMUNITY RESEARCH PROJECTS. THE INSTITUTE FOR COMMUNITY PARTNERSHIPS: SEEKS TO WORK "WITH" THE COMMUNITY RATHER THAN "IN" THE COMMUNITY; STRIVES TO BETTER UNDERSTAND AND ADDRESS THE NEEDS OF THE COMMUNITY, WHILE RECOGNIZING AND CAPITALIZING ON ITS ASSETS; SEEKS TO INTEGRATE SERVICES FROM RESEARCH TO TEACHING THROUGH COMMUNITY-BASED PARTICIPATION AND SERVICE-BASED LEARNING; PROVIDES A SUPPORTING AND COORDINATING ROLE ACROSS THE VARIOUS SCHOOLS AND THE MEDICAL CENTER. OUR COMMUNITY BENEFIT OBJECTIVES INCLUDE: IMPROVING ACCESS TO HEALTH SERVICES; ENHANCING THE ROLE OF PUBLIC HEALTH IN HEALTH CARE SERVICES; SERVING THOSE WHO LIVE IN POVERTY OR OTHER VULNERABLE POPULATIONS; PROMOTING AND ENHANCING COMMUNITY BUILDING ACTIVITIES; AND COMMITTING TO COMMUNITY HEALTH IMPROVEMENT THROUGHOUT THE ORGANIZATION. PART VI, LINE 6: EXPLANATION: AFFILIATED HEALTHCARE SYSTEMWE ARE AFFILIATED WITH LOMA LINDA UNIVERSITY HEALTH SYSTEM, WHICH INCLUDES 4 HOSPITALS, A UNIVERSITY, AND A FACULTY MEDICAL GROUP; COLLECTIVELY PLAYING AN ACTIVE ROLE IN PROMOTING THE HEALTH OF OUR COMMUNITIES. A DETAILED COMMUNITY BENEFIT REPORT OF THE HOSPITAL'S ACTIVITIES WILL BE PROVIDED UPON REQUEST. PART VI, LINE 7, REPORTS FILED WITH STATES CA 0 ROTARY CLUB OF MURRIETA 25060 HANCOCK ST 103-365 MURRIETA CA 92562 330835459 501C3 1000 0 SUPPORT LOCAL COMMUNITY & BRING AWARENESS TO HEALTHY LIFE STYLE TEMECULA VALLEY OF CHAMBER OF COMMERCE 26790 YNEZ COURT STE A TEMECULA CA 92591 953371407 501C6 12325 0 SUPPORT LOCAL COMMUNITY & BRING AWARENESS TO HEALTHY LIFE STYLE MENIFEE VALLEY CHAMBER OF COMMERCE 29844 HAUN ROAD MENIFEE CA 92584 330428745 501C6 2500 0 SUPPORT LOCAL COMMUNITY & BRING AWARENESS TO HEALTHY LIFE STYLE SUSAN G KOMEN CANCER FOUNDATION 1377 NOEL RD STE 801899 DALLAS TX 75380 751835298 501C3 2500 0 SUPPORT THE FIGHT AGAINST CANCER ECONOMIC DEVELOPMENT COALITION OF INNOVATION PO BOX 1388 TEMECULA CA 92590 330428745 501C6 9000 0 SUPPORT LOCAL COMMUNITY & BRING AWARENESS TO HEALTHY LIFE STYLE 2 5 X X 1 1 X X 0 1 0 0 0 0 1 0 0 WRIGHT TREVOR G CEO 0 887250 0 109832 0 174474 0 163856 0 111788 0 1447200 0 0 MARTIN ROBERT TRUSTEE 0 767500 0 305257 0 92680 0 36600 0 7200 0 1209237 0 0 LALAS ANGELA M CFO 0 787981 0 87938 0 152060 0 122625 0 95978 0 1246582 0 0 HUBBARD MARK LEE ASST CORP SECRETARY 0 518989 0 50350 0 372231 0 15284 0 60516 0 1017370 0 0 EDWARDS LYNDON COO 0 651754 0 63314 0 124004 0 121452 0 86857 0 1047381 0 0 RUCKLE HERBERT TRUSTEE 0 514583 0 235000 0 26092 0 36600 0 7700 0 819975 0 0 THOMAS TAMARA TRUSTEE, DEAN LLU SOM 0 583846 0 0 0 126745 0 40923 0 60762 0 812276 0 0 PEVERINI RICARDO TRUSTEE 0 495000 0 225000 0 0 0 36600 0 6200 0 762800 0 0 STAPLES-EVANS HELEN SVP PATIENT SERVICES 0 506462 0 45096 0 114746 0 97200 0 53657 0 817161 0 0 HART RICHARD HENRY PRESIDENT 0 554123 0 0 0 110148 0 40128 0 45489 0 749888 0 0 JEAN-MARIE JONATHAN SENIOR VP ADMIN 0 440431 0 41100 0 82633 0 634592 0 71409 0 1270165 0 0 SODERBLOM ALAN SVP FINANCE 0 443365 0 31075 0 69422 0 38423 0 69544 0 651829 0 0 LENO SONDRA VP REV. CYCLE UNTIL 11/30/22 0 332605 0 23963 0 56486 0 29264 0 41174 0 483492 0 0 CHINNOCK RICHARD TRUSTEE 0 340000 0 20000 0 9750 0 36600 0 6200 0 412550 0 0 HEGSTAD DOUGLAS TRUSTEE 0 321875 0 28376 0 0 0 36600 0 6200 0 393051 0 0 MATUS SARAH VP HOSPITAL OPERATIONS 0 246704 0 14460 0 17432 0 52469 0 35905 0 366970 0 0 ARELLANO JASON T RN-OR/SURGERY 278483 0 5415 0 1431 0 28856 0 0 0 314185 0 0 0 CASAS ISIDRO RN CATH LAB 257913 0 5064 0 4709 0 27196 0 0 0 294882 0 0 0 VINH LONG DIRECTOR-PHARMACY 242201 0 11579 0 10136 0 26285 0 150 0 290351 0 0 0 SOUBIROUS LINDA LEE FORMER CNO 0 199300 0 0 0 38960 0 95156 0 19852 0 353268 0 0 TOVAR RENE AVP CLINICAL OPERATIONS 253714 0 4696 0 200 0 20101 0 0 0 278711 0 0 0 GRANADASHARON S RN-CRITICAL CARE RES TEAM 236406 0 5858 0 3529 0 25443 0 150 0 271386 0 0 0 HUGGINS L ORLANDO ASST CORP SECRETARY 0 147597 0 7966 0 31350 0 19656 0 19695 0 226264 0 0 HANNA MYRNA LEE CORP SECRETARY 0 149079 0 7657 0 24821 0 19211 0 17016 0 217784 0 0 LABARDARICHARD ERCILLA CLINICAL NURSE B-INPATIENT 163108 0 0 0 19841 0 16853 0 0 0 199802 0 0 0 BOOTHBY ROBERT L EXEC DIR-INPATIENT SVCS 159227 0 7449 0 300 0 18893 0 0 0 185869 0 0 0 HENDERSON WHITNEY ASST CORP SECRETARY 0 121473 0 6189 0 11873 0 15987 0 23232 0 178754 0 0 PART I, LINE 1A LOMA LINDA UNIVERSITY MEDICAL CENTER-MURRIETA (LLUMC-M) SENIOR EXECUTIVES ARE EMPLOYED BY LOMA LINDA UNIVERSITY HEALTH (LLUH). LLUH BENEFITS PROVIDE FOR PAYMENT OF THE TRAVEL EXPENSES FOR A SPOUSE TO ACCOMPANY AN EMPLOYEE ON ONE BUSINESS TRIP PER YEAR. IF USED, THE TAXABLE COST OF THIS BENEFITS IS INCLUDED IN THE EMPLOYEE'S W-2. LLUMC-M'S SENIOR EXECUTIVES ARE EMPLOYED BY LLUH AND 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 RECEIVE THIS BENEFIT. THE TAXABLE COST OF THIS BENEFIT IS INCLUDED IN THE EMPLOYEE'S W-2. LLUH BENEFITS FOR HOUSING ALLOWANCE. IF USED, THE TAXABLE COST OF THIS BENEFIT IS INCLUDED IN THE EMPLOYEE'S W-2. PART I, LINE 3 PLEASE SEE EXPLANATION FOR PART VI, SECTION B, LINE 15 THAT IS LISTED UNDER SCHEDULE O. PART I, LINE 4B PART I LINE 4B-THE FOLLOWING EMPLOYEES PARTICIPATED IN, AND RECEIVED PAYMENT FROM, A SUPPLEMENTAL NONQUALIFIED RETIREMENT PLAN: SERP FUNDING PAID TO EMPLOYEE IN CASH: - HUBBARD, MARK LEE: 225,779 NET FLEX PLAN CREDITS PAID TO EMPLOYEE IN CASH: - BAKER, PETER J.: 81,596 - HADLEY, HENRY ROGER: 23,019 - HART, RICHARD HENRY: 89,473 - MATUS, SARAH: 8,479 - HUBBARD, MARK LEE: 72,413 - LALAS, ANGELA M: 137,422 - LENO, SONDRA: 39,402 - SODERBLOM, ALAN B.: 51,463 - SOUBIROUS, LINDA: 24,897 - WRIGHT, TREVOR: 154,926 - THOMAS, TAMARA: 93,289 - STAPLES-EVANS, HELEN: 81,345 - EDWARDS, LYNDON, 97,593 - JEAN-MARIE, JONATHAN 45,994 - TAX INDEMNIFICATION AND GROSS-UP PAYMENTS: - BAKER, PETER J.: 1,608 - HADLEY, HENRY ROGER: 11,008 - HART, RICHARD HENRY: 4,678 - HUBBARD, MARK LEE: 17,089 - LALAS, ANGELA M.: 1,939 - LENO, SONDRA: 3,013 - SODERBLOM, ALAN B.: 2,141 - SOUBIROUS, LINDA: 2,893 - WRIGHT, TREVOR: 4,167 - THOMAS, TAMARA: 10,475 - MATUS, SARAH: 336 - STAPLES-EVANS, HELEN: 10,450 - EDWARDS, LYNDON: 7,280 - JEAN-MARIE, JONATHAN: 1,034 HOUSING ALLOWANCE OR RESIDENCE: -JEAN-MARIE, JONATHAN: 24,000 EMPLOYER CONTRIBUTIONS/PAYMENTS FOR ELECTIVE BENEFITS (INCLUDES VESTED AND FORFEITED BENEFITS FUNDED IN PRIOR YEARS): - NONE PART I, LINE 6 LLUH HAS AN INCENTIVE PLAN. PAYMENTS FOR INCENTIVE AWARDS ARE TRIGGERED ONLY IF, AMONG OTHER ESTABLISHED CRITERIA, NET INCOME EXCEEDS BUDGET BY AN ESTABLISHED PERCENTAGE. REFER TO STATEMENT FAMILY EMPLOYMENT 0 FORM 990, SCHEDULE L THE ORGANIZATION HAS EMPLOYEES WHO ARE RELATED AND THE NATURE OF THE RELATIONSHIP IS EMPLOYMENT. FORM 990, PART VI, SECTION A, LINE 2 FAMILY RELATIONSHIPS MAY EXIST AMONG OTHER OFFICER'S, DIRECTOR'S, OR KEY EMPLOYEES OF OTHER RELATED ORGANZATIONS. THE NATURE OF THE BUSINESS RELATIONSHIP IS EMPLOYMENT. FORM 990, PART VI, SECTION A, LINE 3 DELEGATION IS PER THE BY-LAWS OF THE CORPORATION. DELEGATION IS ADMINISTERED THEREOF. FORM 990, PART VI, SECTION A, LINE 6 THE HOSPITAL (LLUMC-M) IS ORGANIZED AS A NOT-FOR-PROFIT RELIGIOUS CORPORATION. THE SOLE CORPORATE MEMBER OF LLUMC-M PURSUANT TO SECTION 9310 OF THE CALIFORNIA NONPROFIT RELIGIOUS CORPORATION LAW IS LOMA LINDA UNIVERSITY HEALTH, A CALIFORNIA NON-PROFIT RELIGIOUS CORPORATION, ACTING BY AND THROUGH ITS BOARD OF TRUSTEES. FORM 990, PART VI, SECTION A, LINE 7A THE HOSPITAL BYLAWS DEFINE ITS BOARD OF TRUSTEES TO BE THE SAME INDIVIDUALS WHO ARE MEMBERS OF THE LOMA LINDA UNIVERSITY MEDICAL CENTER BOARD OF TRUSTEES. LLUH, A CALIFORNIA NOT-FOR-PROFIT RELIGIOUS CORPORATION, IS THE SOLE CORPORATE MEMBER OF THE HOSPITAL. FORM 990, PART VI, SECTION A, LINE 7B DECISIONS OF GOVERNING BOARD APPROVAL THE SOLE CORPORATE MEMBER, LLUH, MUST APPROVE ALL CHANGES TO THE ARTICLES OF INCORPORATION AND BYLAWS. FORM 990, PART VI, SECTION B, LINE 11B FORM 990 IS REVIEWED BY INTERNAL AUDIT AND MANAGEMENT AND IS MADE AVAILABLE TO THE AUDIT COMMITTEE AND THE BOARD FOR REVIEW AND COMMENT BEFORE FILING. FORM 990, PART VI, SECTION B, LINE 12C GENERAL COUNSEL ANNUALLY OBTAINS STATEMENTS OF DISCLOSURE FROM TRUSTEES, OFFICERS, ADMINISTRATORS, KEY EMPLOYEES, AND OTHERS WHO MAKE OR AFFECT SIGNIFICANT DECISIONS AND REVIEWS THE FINDINGS WITH APPROPRIATE BOARDS AND COMMITTEES. THE BOARD OF TRUSTEES MAKES THE DECISIONS REGARDING QUESTIONS WHICH HAVE NOT BEEN SATISFACTORILY ANSWERED AFTER ADMINISTRATIVE CONSIDERATION. FORM 990, PART VI, SECTION B, LINE 15 LOMA LINDA UNIVERSITY HEALTH (LLUH) EMPLOYS AN INDEPENDENT OUTSIDE CONSULTING FIRM TO BENCHMARK COMPENSATION FOR LLUH EMPLOYEES, INCLUDING THE CEO AND TOP MANAGEMENT. 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 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 OTHER THAN THE OFFICERS AS WELL AS EMPLOYEES IN LEADERSHIP POSITIONS, LLUBMC 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. THE PROCESS WAS LAST UNDERTAKEN IN DECEMBER OF 2022 FOR ALL OFFICERS OF LOMA LINDA UNIVERSITY MEDICAL CENTER-MURRIETTA, INC. FORM 990, PART VI, SECTION C, LINE 18 THE IRS FORM 990 IS AVAILABLE ON WWW.GUIDESTAR.ORG AND MAY ALSO BE OBTAINED BY MAKING A REQUEST TO THE CFO AT 11234 ANDERSON ST., LOMA LINDA, CA 92354. FORM 990, PART VI, SECTION C, LINE 19 THE HOSPITAL DOES NOT MAKE ITS GOVERNING DOCUMENTS PUBLICLY AVAILABLE BEYOND REQUIRED REQUIRED FILINGS OF ARTICLES OF INCORPORATION WITH THE SECRETARY OF STATE. THE HOSPITAL DOES MAKE ITS CONFLICT OF INTEREST POLICY AVAILABLE ON THE ORGANIZATION'S INTERNAL WEBSITE FOR EMPLOYEES AND FILES MONTHLY/QUARTERLY SUMMARY FINANCIAL REPORTS WITH THE STATE HEALTH-PLANNING AGENCY. 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 24E OTHER: PROGRAM SERVICE EXPENSES 474,547. MANAGEMENT AND GENERAL EXPENSES 904,192. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 1,378,739. FORM 990, PART XI, LINE 9: TRANSFER FROM AFFILIATES 10,785,948. OTHER -67,470. FORM 990, PART XII, LINE 2B: THE FINANCIAL STATEMENTS OF LOMA LINDA UNIVERSITY MEDICAL CENTER WERE AUDITED BY AN INDEPENDENT FIRM AS PART OF THE FY2023 COMBINED FINANCIAL STATEMENT AUDIT OF LOMA LINDA UNIVERSITY MEDICAL CENTER AND ITS AFFILIATES (WHICH ENCOMPASSES LOMA LINDA UNIVERSITY MEDICAL CENTER, LOMA LINDA UNIVERSITY CHILDREN'S HOSPITAL, LOMA LINDA UNIVERSITY BEHAVIORAL MEDICAL CENTER, THE LOMA LINDA UNIVERSITY CHILDREN'S HOSPITAL FOUNDATION, LOMA LINDA UNIVERSITY HEALTHCARE PROPERTIES, LLC, LLUH BEAUMONT-BANNING, LLC, HIGHLAND SPRINGS IMAGING CENTER, LLC, AND LOMA LINDA UNIVERSITY MEDICAL CENTER-MURRIETA). FORM 990, PART XII, LINE 2C: LLUMC HAS A FINANCE AND AUDIT COMMITTEES OF THE BOARD OF TRUSTEES THAT ASSUME RESPONSIBILITY FOR OVERSIGHT OF THE FINANCIAL STATEMENT AUDIT AND SELECTION OF THE INDEPENDENT FIRM. GENERAL CONFERENCE OF SEVENTH-DAY ADVENTISTS 12501 OLD COLUMBIA PIKE SILVER SPRING MD 20904 520643036 CHURCH MD 501(C)(3) 1 N/A 0 LOMA LINDA UNIVERSITY HEALTH 11175 CAMPUS ST LOMA LINDA CA 92354 953804495 PARENT COMPANY CA 501(C)(3) 1 GEN'L CONFERENCE OF SEVENTH-DAY ADVENTISTS 0 LOMA LINDA UNIVERSITY 11145 ANDERSON ST LOMA LINDA CA 92350 951816009 UNIVERSITY CA 501(C)(3) 2 LOMA LINDA UNIVERSITY HEALTH 0 LOMA LINDA MERCANTILE PO BOX 926 LOMA LINDA CA 92354 953858272 PURCHASING COMPANY CA 501(C)(3) 1 LOMA LINDA UNIVERSITY HEALTH 0 LOMA LINDA UNIVERSITY BEHAVIORAL MEDICINE CENTER 1710 BARTON RD REDLANDS CA 92373 330245579 PSYCHIATRIC HOSPITAL CA 501(C)(3) 3 LOMA LINDA UNIVERSITY HEALTH 0 LOMA LINDA UNIVERSITY CHILDREN'S HOSPITAL FOUNDATION PO BOX 2000 LOMA LINDA CA 92354 330565591 FOUNDATION CA 501(C)(3) 12C LOMA LINDA UNIVERSITY MEDICAL CENTER 0 LOMA LINDA UNIVERSITY HEALTH CARE 11175 CAMPUS ST LOMA LINDA CA 92354 330364239 HEALTHCARE MANAGEMENT SERVICE ORGANIZATION CA 501(C)(3) 12C LOMA LINDA UNIVERSITY HEALTH 0 UNIVERSITY INSURANCE COMPANY OF VERMONT 126 COLLEGE ST SUITE 400 BURLINGTON VT 05401 030311174 CAPTIVE INSURANCE PROVIDER VT 501(C)(3) 1 LOMA LINDA UNIVERSITY HEALTH 0 LOMA LINDA UNIVERSITY SHARED SERVICES 11175 CAMPUS ST LOMA LINDA CA 92354 810661056 SERVICE ORGANIZATION CA 501(C)(3) 1 LOMA LINDA UNIVERSITY HEALTH 0 LOMA LINDA UNIVERSITY CHILDREN'S HOSPITAL 11234 ANDERSON ST LOMA LINDA CA 92354 463214504 HOSPITAL CA 501(C)(3) 3 LOMA LINDA UNIVERSITY HEALTH 0 LLUH PROFESSIONALGEN LIABILITY TRUST 197 E CAROLINE ST SAN BERNARDINO CA 92408 366821892 INSURANCE TRUST CA 501(C)(3) 12A LOMA LINDA UNIVERSITY HEALTH 0 LLU WORKERS COMP INVESTMENT TRUST BOFA ATTN EMR SALLEY PO BOX 366 PROVIDENCE RI 029019972 953458265 INSURANCE TRUST RI 501(C)(3) 12A LOMA LINDA UNIVERSITY HEALTH 0 LOMA LINDA INLAND EMPIRE CONSORTIUM FOR HEALTHCARE EDUCATION PO BOX 926 LOMA LINDA CA 92354 461612773 GRADUATE MEDICAL EDUCATION CA 501(C)(3) 10 LOMA LINDA UNIVERSITY HEALTH 0 0 0 1 0 1 0 0 0 0 1 1 0 1 0 0 1 0 0 0 LOMA LINDA MERCANTILE P 121240551 LOMA LINDA UNIVERSITY P 64051 LOMA LINDA UNIVERSITY SHARED SERVICES P 232494 LOMA LINDA UNIVERSITY HEALTH M 1888635 LOMA LINDA UNIVERSITY SHARED SERVICES M 21457549 LOMA LINDA UNIVERSITY M 87856 FACULTY PHYSICIANS & SURGEONS M 4694845 LOMA LINDA UNIVERSITY SHARED SERVICES L 104023 LOMA LINDA UNIVERSTY HEALTHCARE L 234648 LOMA LINDA UNIVERSITY SHARED SERVICES K 100407 FACULTY PHYSICIANS & SURGEONS J 71786 LOMA LINDA UNIVERSITY HEALTH C 86925 CASH LOMA LINDA UNIVERSITY MEDICAL CENTER C 10698423 CASH