2025-05-12T10:23:31-05:00 2024-06-30 990 2023-07-01 461612773 LOMA LINDA - INLAND EMPIRE CONSORTIUM FOR HEALTHCARE EDUCATION LOMA 9095584000 197 E CAROLINE ST 2100 SAN BERNARDINO CA 92408 ANGELA M LALAS CFO 9095584000 2025-05-12 0 2023 2025-03-06 01:10:19Z LOMA LINDA UNIVERSITY HEALTH EDUCATION CONSORTIUM ANGELA M LALAS 11234 ANDERSON ST LOMA LINDA CA 92354 89580161 0 X N/A X 2013 CA PROMOTE AND PARTICIPATE IN CHRIST'S MINISTRY OF WHOLENESS AND HEALING. 12 3 1151 0 0 0 0 0 84994203 89580161 0 0 0 0 84994203 89580161 0 0 0 0 84088781 86797368 0 0 0 30950220 29291770 115039001 116089138 -30044798 -26508977 15420408 39788247 20291804 42551269 -4871396 -2763022 EMBRACING WHOLENESS FOR PATIENTS AND THE PEOPLE WHO CARE FOR THEM THROUGH CLINICAL AND EDUCATIONAL INNOVATION. 0 0 115988359 89580161 LLIECHE PROVIDES CHRIST-CENTERED GRADUATE MEDICAL EDUCATION WHILE SERVING THE HEALTHCARE NEEDS OF UNDERSERVED PATIENT POPULATIONS. 115988359 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 0 0 1151 1 0 0 0 0 0 0 0 0 0 0 X 12 3 1 1 0 0 1 1 1 1 1 0 0 1 1 1 1 1 1 0 0 0 CA X LEW MOWERY 9095584000 197 E CAROLINE ST STE 2100 SAN BERNARDINO CA 92408 HART RICHARD HENRY CHAIRMAN 0.50 49.50 X 0 731774 118416 KERSTETTER JUSTIN TRUSTEE 0.50 49.50 X 0 474790 45300 PEVERINI RICARDO TRUSTEE 0.50 49.50 X 0 745000 45800 WRIGHT TREVOR TRUSTEE 0.50 49.50 X 0 1248029 168599 THOMAS TAMARA TRUSTEE 0.50 49.50 X 0 754825 108377 BAKER PETER TRUSTEE 0.50 49.50 X 0 769038 134530 LOHR JASON TRUSTEE 0.50 49.50 X 0 0 0 MCNAUGHTON JARROD TRUSTEE 0.50 49.50 X 0 0 0 HANDYSIDES ROBERT TRUSTEE 0.50 49.50 X 0 352547 67161 GIANG DANIEL CEO 0.50 49.50 X 0 415138 45800 LALAS ANGELA MANALO CFO 0.50 49.50 X 0 1081663 149568 HOUGHTON MARILYN COO 0.50 49.50 X 0 171424 30134 HANNA MYRNA LEE SECRETARY 0.50 49.50 X 0 182653 40138 0 6926881 953823 0 0 1 0 LOMA LINDA MERCANTILE 24887 TAYLOR ST LOMA LINDA CA 92354 SUPPLIES & SERVICES 19600000 LOMA LINDA UNIVERSITY HEALTH 11175 CAMPUS ST LOMA LINDA CA 92354 SUPPORT & INSURANCE 18191293 LOMA LINDA UNIVERSITY SHARED SERVICES 11175 CAMPUS ST LOMA LINDA CA 92354 SUPPORT SERVICES 1784576 LOMA LINDA UNIVERSITY MEDICAL CENTER 11234 ANDERSON ST LOMA LINDA CA 92354 MEDICAL SERVICES 1747643 LOMA LINDA UNIVERSITY 11145 ANDERSON ST LOMA LINDA CA 92354 MEDICAL EDUCATION & SUPPOT 861381 5 GME REVENUE 621110 89052709 89052709 OTHER PROGRAM REVENUE 621110 527452 527452 89580161 89580161 89580161 0 0 100779 100779 60048221 60048221 3443507 3443507 17864512 17864512 5340349 5340349 13756018 13756018 770151 770151 3206973 3206973 51561 51561 132175 132175 481986 481986 8086747 8086747 PURCHASED SERVICES 1950252 1950252 LICENSES & TAXES 676482 676482 DUES AND SUBSCRIPTIONS 114283 114283 MISCELLANEOUS 65142 65142 116089138 115988359 100779 0 15420408 39748231 40016 15420408 39788247 16352282 35675279 3939522 6875990 20291804 42551269 X -4871396 -2763022 -4871396 -2763022 15420408 39788247 X -26508977 28617351 X 0 0 0 X 22263651 22986573 22391877 30044798 28617351 126304250 67512203 70891145 77391081 84994203 89580161 390368793 89775854 93877718 99782958 115039001 118197512 516673043 22263651 22986573 22056630 30044798 28617351 125969003 0 22263651 22986573 22056630 30044798 28617351 125969003 390704040 89775854 93877718 99782958 115039001 118197512 516673043 X 0 X PART X, LINE 2: THE PRINCIPAL OPERATIONS OF LLIECHE ARE EXEMPT FROM TAXATION PURSUANT TO INTERNAL REVENUE CODE SECTION 501(C)(3) AND THE RELATED STATE PROVISIONS. ACCOUNTING STANDARDS CODIFICATION (ASC) TOPIC 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 OR NEEDED TO BE ACCRUED AT JUNE 30, 2024 OR 2023. LLEICHE CURRENTLY FILES FORM 990 (INFORMATIONAL RETURN OF ORGANIZATIONS EXEMPT FROM INCOME TAXES) IN THE U.S. FEDERAL JURISDICTION AND CA FORM 199 FOR THE STATE OF CALIFORNIA AS APPROPRIATE. LLIECHE IS NOT SUBJECT TO INCOME TAX EXAMINATION PRIOR TO 2020 IN MAJOR JURISDICTIONS. X X X 1 1 X 1 1 0 0 0 0 0 0 0 WRIGHT TREVOR TRUSTEE 0 931154 0 130875 0 186000 0 51144 0 117455 0 1416628 0 0 LALAS ANGELA MANALO CFO 0 823500 0 96125 0 162038 0 48680 0 100888 0 1231231 0 0 BAKER PETER TRUSTEE 0 609754 0 57950 0 101334 0 44100 0 90430 0 903568 0 0 THOMAS TAMARA TRUSTEE 0 621923 0 0 0 132902 0 44030 0 64347 0 863202 0 0 HART RICHARD HENRY CHAIRMAN 0 615138 0 0 0 116636 0 43682 0 74734 0 850190 0 0 PEVERINI RICARDO TRUSTEE 0 495000 0 250000 0 0 0 39600 0 6200 0 790800 0 0 KERSTETTER JUSTIN TRUSTEE 0 326108 0 37732 0 110950 0 39600 0 5700 0 520090 0 0 GIANG DANIEL CEO 0 263333 0 31805 0 120000 0 39600 0 6200 0 460938 0 0 HANDYSIDES ROBERT TRUSTEE 0 314883 0 200 0 37464 0 41036 0 26125 0 419708 0 0 HANNA MYRNA LEE SECRETARY 0 152037 0 12240 0 18376 0 22834 0 17304 0 222791 0 0 HOUGHTON MARILYN COO 0 138595 0 12783 0 20046 0 21830 0 8304 0 201558 0 0 PART I, LINES 4A-B PART I, LINE 1A: SOME OF LLIECHE'S SENIOR EXECUTIVES ARE EMPLOYED BY LLUH AND 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 BENEFIT IS INCLUDED IN THE EMPLOYEE'S W-2. SOME OF LLIECHE'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. PART I, LINE 3: LLIECHE DID NOT PROVIDE ANY COMPENSATION TO ITS TOP MANAGEMENT OFFICIAL. PART I, LINE 4B: NET FLEX PLAN CREDITS PAID TO EMPLOYEE IN CASH: HADLEY, HENRY ROGER - $23,019 HART, RICHARD HENRY - $89,474 LALAS, ANGELA MANALO - $137,422 THOMAS, TAMARA - $93,289 WRIGHT, TREVOR - $154,926 TAX INDEMNIFICATION AND GROSS-UP PAYMENTS: HADLEY, HENRY ROGER - $11,008 HART, RICHARD HENRY -$4,648 LALAS, ANGELA MANALO - $1,940 THOMAS, TAMARA - $10,475 WRIGHT, TREVOR - $4,167 TRAVEL FOR COMPANIONS: 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. FORM 990, PART VI, SECTION A, LINE 2 FAMILY RELATIONSHIPS MAY EXIST AMONG OTHER OFFICER'S, DIRECTOR'S, OR KEY EMPLOYEES OF OTHER RELATED EXEMPT ORGANIZATIONS. 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 CORPORATE MEMBERSHIP (THE MEMBERSHIP) OF LLIECHE PURSUANT TO SECTION 9310 OF THE CALIFORNIA NONPROFIT RELIGIOUS CORPORATION LAW SHALL BE LOMA LINDA UNIVERSITY HEALTH (LLUH), SOCIAL ACTION COMMUNITY HEALTH SYSTEM (SACH), LOMA LINDA UNIVERSITY MEDICAL CENTER (LLUMC) AND LOMA LINDA UNIVERSITY (LLU). FORM 990, PART VI, SECTION A, LINE 7A LLUH, SACHS, LLUMC AND LLU AS MEMBERS, HAVE RESERVED POWERS TO APPOINT THE GOVERNING BOARD OF LLIECHE AND TO REMOVE FROM OFFICE ANY TRUSTEE OF THE GOVERNING BOARD OF LLIECHE WITH OR WITHOUT CAUSE. FORM 990, PART VI, SECTION A, LINE 7B POWERS RESERVED TO LLUH, SACHS, LLUMC AND LLU BOARDS OF TRUSTEES REQUIRING A SUPER-MAJORITY VOTE. THE POWERS RESERVED BY LLUH, SACHS, LLUMC AND LLU AS MEMBERS, WHICH MAY ONLY BE EXERCISED BY THE LLUH, SACHS, LLUMC AND LLU BOARDS UPON THE AFFIRMATIVE VOTE OF TWO-THIRDS OF THE TRUSTEES/DIRECTORS PRESENT AND VOTING AT ANY REGULAR OR SPECIAL MEETING OF THE RESPECTIVE BOARDS AT WHICH A QUORUM IS PRESENT ARE TO: 1. APPROVE OR RATIFY ALL CHANGES TO THE ARTICLES OF INCORPORATION AND BYLAWS OF LLIECHE. 2. REMOVE FROM OFFICE THE ENTIRE BOARD OF LLIECHE WITH OR WITHOUT CAUSE. 3. APPROVE ANY SIGNIFICANT CHANGE IN THE CORPORATE PURPOSES OF LLIECHE. POWERS RESERVED TO LLUH, SACHS, LLUMC AND LLU BOARDS. THE POWERS RESERVED BY LLUH, SACHS, LLUMC AND LLU AS MEMBERS, WHICH SHALL ONLY BE EXERCISED BY THE LLUH, SACHS, LLUMC AND LLU BOARDS UPON THE AFFIRMATIVE VOTE OF A MAJORITY OF THE MEMBERS PRESENT AND VOTING AT ANY REGULAR OR SPECIAL MEETING OF THE BOARD AT WHICH A QUORUM IS PRESENT, ARE TO: 1. APPOINT THE BOARD FOR LLIECHE AS SET FORTH IN ARTICLE V. SECTION 1 BELOW. 2. REQUIRE LLIECHE TO HAVE A POLICY FOR BORROWING FUNDS THAT IS CONGRUENT WITH THE LLUH BOARD-APPROVED POLICY ON BORROWING. 3. APPROVE ANY MERGER, CONSOLIDATION, DISSOLUTION OR SALE OF LLIECHE. 4. APPROVE ANY EXCEPTIONS TO THE POLICY FOR THE BORROWING OF FUNDS BY LLIECHE. 5. APPROVE THE STRATEGIC PLAN OF LLIECHE. 6. APPROVE MAJOR CONSTRUCTION PROJECTS OF LLIECHE. 7. APPROVE CORPORATIONS SUBSIDIARY OR AFFILIATED TO LLIECHE INCLUDING ACCOUNTABLE CARE ORGANIZATIONS. 8. ACCEPT THE ANNUAL AUDITED FINANCIAL STATEMENTS OF LLIECHE. 9. APPROVE THE ANNUAL OPERATING AND CAPITAL BUDGETS OF LLIECHE. 10. REQUIRE LLIECHE TO ESTABLISH CONTRACTING GUIDELINES. 11. APPROVE THE BUSINESS DEVELOPMENT PLANS OF LLIECHE. 12. APPROVE RECOMMENDATIONS FROM LLIECHE AND ITS SUBSIDIARIES FOR NEW INSTITUTIONAL ALLIANCES, JOINT VENTURES AND SIMILAR ARRANGEMENTS OUTSIDE THE ORDINARY COURSE OF BUSINESS. 13. REQUIRE LLIECHE TO HAVE A COMPLIANCE PROGRAM. FORM 990, PART VI, SECTION B, LINE 11B THIS FORM 990 IS REVIEWED BY MANAGEMENT, INTERNAL AUDIT, AND IS MADE AVAILABLE TO THE AUDIT COMMITTEE 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 SACH'S PROCESS FOR DETERMINING THE COMPENSATION FOR EMPLOYEES IS BASED ON AN ASSIGNED WAGE STRUCTURE FROM A MARKET SALARY ASSESSMENT. THE SELECTION OF THE STEP PAID FOR ALL EMPLOYEES IS BASED UPON EDUCATION, AND PRIOR EXPERIENCE. LLUH EMPLOYS AN INDEPENDENT OUTSIDE CONSULTING FIRM TO BENCHMARK COMPENSATION FOR LLUH EMPLOYEES, INCLUDING THE CEO AND TOP MANAGEMENT. LLUH PROVIDES ADMINISTRATIVE SERVICES FOR LLIECHE. 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 OFDELIBERATIONS AND DECISIONS. FOR KEY EMPLOYEES OTHER THAN THE OFFICERS AS WELL AS EMPLOYEES IN LEADERSHIP POSITIONS, LLIECHE 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. FORM 990, PART VI, SECTION C, LINE 18 THE IRS FORM 990 IS AVAILABLE ON WWW.GUIDESTAR.COM, AND MAY ALSO BE OBTAINED UPON REQUEST. FORM 990, PART VI, SECTION C, LINE 19 LLIECHE WILL MAKE ITS GOVERNING DOCUMENTS AND CONFLICT OF INTEREST POLICY AVAILABLE TO THE PUBLIC UPON REQUEST AND IN ACCORDANCE WITH IRS GUIDELINES. THE CONFLICT OF INTEREST POLICY IS POSTED ON THE ORGANIZATION'S INTERNAL WEBSITE FOR EMPLOYEES. FORM 990, PART XI, LINE 9: NET EQUITY TRANSFERS 28,617,351. LOMA LINDA UNIVERSITY 11145 ANDERSON ST LOMA LINDA CA 92350 951816009 UNIVERSITY CA 501(C)(3) 2 LOMA LINDA UNIVERSITY HEALTH 0 LOMA LINDA UNIVERSITY MEDICAL CENTER 11234 ANDERSON STREET LOMA LINDA CA 92354 953522679 HOSPITAL CA 501(C)(3) 3 LOMA LINDA UNIVERSITY HEALTH 0 LOMA LINDA UNIVERSITY HEALTH 11175 CAMPUS ST LOMA LINDA CA 92354 953804495 PARENT COMPANY CA 501(C)(3) 12A GEN'L CONFERENCE OF SEVENTH-DAY ADVENTISTS 0 LOMA LINDA UNIVERSITY BEHAVIORAL MEDICINE CENTER 1710 BARTON ROAD REDLANDS CA 92373 330245579 PSYCHIATRIC HOSPITAL CA 501(C)(3) 3 LOMA LINDA UNIVERSITY HEALTH 0 LOMA LINDA UNIVERSITY CHILDREN'S HOSPITAL 11234 ANDERSON STREET LOMA LINDA CA 92354 463214504 HOSPITAL CA 501(C)(3) 3 LOMA LINDA UNIVERSITY HEALTH 0 LOMA LINDA UNIVERSITY SHARED SERVICES 11175 CAMPUS STREET LOMA LINDA CA 92354 810661056 SERVICE ORGANIZATION CA 501(C)(3) 1 LOMA LINDA UNIVERSITY HEALTH 0 LOMA LINDA MERCANTILE P O BOX 2000 LOMA LINDA CA 92354 953858272 PURCHASING COMPANY CA 501(C)(3) 1 LOMA LINDA UNIVERSITY HEALTH 0 LOMA LINDA UNIVERSITY MEDICAL CENTER-MURRIETA 28062 BAXTER RD MURRIETA CA 92563 371705906 ACUTE CARE HOSPITAL CA 501(C)(3) 3 LOMA LINDA UNIVERSITY HEALTH 0 0 0 1 0 0 0 0 0 0 0 0 1 1 0 0 1 0 0 0 LOMA LINDA UNIV CHILDREN'S HOSPITAL C 5723470 LOMA LINDA UNIVERSITY MEDICAL CENTER C 22893881 LOMA LINDA UNIVERSITY L 1028085 LOMA LINDA UNIV CHILDREN'S HOSPITAL L 12316252 LOMA LINDA UNIVERSITY MEDICAL CENTER L 46189997 LOMA LINDA UNIVERSITY M 905565 LOMA LINDA UNIVERSITY MEDICAL CENTER M 1857583 LOMA LINDA UNIV SHARED SERVICES M 2039834 LOMA LINDA MERCANTILE P 12750000