2025-05-12T14:02:07-05:00 2024-06-30 990 2023-07-01 953522679 LOMA LINDA UNIVERSITY MEDICAL CENTER LOMA 9095584000 197 E CAROLINE STREET 2100 SAN BERNARDINO CA 92354 ANGELA LALAS CFO 9095584000 2025-05-12 0 2023 2025-03-06 01:10:19Z ANGELA LALAS 11234 ANDERSON ST LOMA LINDA CA 92354 1954094571 0 1071 X WWW.LLUH.ORG X 1980 CA PROVIDE MEDICAL & HEALTH CARE SERVICES TO THE COMMUNITY. 36 26 8428 530 1872427 9838413 35873831 9632112 1497925421 1776741615 23680278 17661756 24763207 33110900 1582242737 1837146383 2038367 1642281 0 0 681280097 707063304 0 0 5880561 949481019 1031790970 1632799483 1740496555 -50556746 96649828 3304698702 3888853540 2377753577 2939587005 926945125 949266535 X OUR MISSION IS TO CONTINUE THE HEALING MINISTRY OF JESUS CHRIST, "TO MAKE MAN WHOLE," 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 1343240420 1642281 1807980088 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 THE COMMUNITY WE SERVE, THE UNREIMBURSED VALUE OF PROVIDING CARE TO THOSE WHO ARE UNABLE TO AFFORD HEALTH CARE, IS $X1,463,509 FOR FISCAL YEAR ENDING JUNE 30, 2024.INPATIENT SERVICES WERE PROVIDED TO 29,209 PATIENTS AND INCLUDE THE FOLLOWING SERVICES: 9,280 SURGERIES PERFORMED156,203 RADIOLOGY PROCEDURES PERFORMED 2,392 CARDIAC CATHERIZATIONS AND OTHER PROCEDURESOUTPATIENT SERVICES INCLUDE THE FOLLOWING SERVICES AS A PARTIAL REPORT OF TOTAL SERVICES PERFORMED: 65,483 EMERGENCY ROOM VISITS 13,754 OUTPATIENT SURGERIES PERFORMED261,807 RADIOLOGY PROCEDURES PERFORMED 2,196 HYPERBARIC OXYGEN THERAPY & WOUND CARE TREATMENTS 39,199 RADIATION ONCOLOGY TREATMENTS 26,024 OUTPATIENT REHABILITATION SERVICES 3,566 CADIAC CATHERIZATIONS AND OTHER PROCEDURESIN ADDITION TO THE SERVICES WE PROVIDED, PLEASE REFER TO SCHEDULE H, PART VI SUPPLEMENTAL INFORMATION REGARDING OUR COMMUNITY SERVICE AREA, COMMUNITY ASSESSMENT & IMPLEMENTATION STRATEGY. 1343240420 1 1 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 1 1 1 0 0 0 0 0 0 0 1 0 0 0 0 0 0 1 1 1 0 0 0 1 85 0 8428 1 1 1 0 0 0 0 0 0 0 0 0 0 0 X 36 26 1 1 0 0 1 1 1 1 1 0 0 1 1 1 1 1 1 1 1 0 CA X LEW MOWERY 9095584000 197 E CAROLINE ST STE 2100 SAN BERNARDINO CA 92408 X THOMAS TAMARA CMO 25.00 25.00 X X 0 754825 108378 HART RICHARD PRESIDENT 25.00 25.00 X X 0 731774 118416 WRIGHT TREVOR CEO 45.00 5.00 X X 0 1248029 168599 SARRAFIAN ZAREH 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 RUCKLE HERBERT TRUSTEE 0.50 X 0 795950 47300 SACRO JENNIFER TRUSTEE 0.50 X 0 0 0 SHIM EUNMEE TRUSTEE 0.50 X 0 0 0 SCHELL RANDY TRUSTEE 0.50 X 0 0 0 SIMMONS ELLA TRUSTEE 0.50 X 0 0 0 THURBER GARY TRUSTEE 0.50 X 0 0 0 PEVERINI RICARDO TRUSTEE 0.50 X 0 745000 45800 MOORHEAD SHERYL TRUSTEE 0.50 X 0 0 0 MCKINNEY BARBARA TRUSTEE 0.50 X 0 0 0 MARTIN ROBERT TRUSTEE 0.50 X 0 1238832 46800 WILSON APRIL TRUSTEE 0.50 X 0 267847 35842 LOREDO JOSE TRUSTEE 0.50 X 0 0 0 LEMON THOMAS TRUSTEE 0.50 X 0 0 0 LEMON ROBERT TRUSTEE 0.50 X 0 0 0 WEHTJE RODNEY TRUSTEE 0.50 X 0 0 0 CHAN FRANCIS TRUSTEE 0.50 X 0 387800 45800 WILSON TED TRUSTEE 0.50 X 0 0 0 HERRMANN PAUL TRUSTEE 0.50 X 0 430710 45300 BEARDSLEY-HARDY LISA TRUSTEE 0.50 X 0 0 0 BRYANT G ALEXANDER TRUSTEE 0.50 X 0 0 0 HARRIS WAYNE TRUSTEE 0.50 X 0 0 0 FILLER STEVEN TRUSTEE 0.50 X 0 0 0 CHANG SHIRLEY TRUSTEE 0.50 X 0 0 0 DOUGLAS PAUL TRUSTEE 0.50 X 0 0 0 HILLIARD ANTHONY TRUSTEE 0.50 X 0 851328 46800 COLON WILFREDO TRUSTEE 0.50 X 0 0 0 OSBORN RICHARD TRUSTEE 0.50 X 0 369750 42800 DAWES DANIEL TRUSTEE 0.50 X 0 0 0 LANDLESS PETER TRUSTEE 0.50 X 0 0 0 KOHLER ERTON TRUSTEE 0.50 X 0 0 0 ZIRKELBACH MARK CIO 45.00 5.00 X 0 583057 62183 MATUS SARA VP, OPERATIONS 50.00 X 0 344364 85170 COTTON ADRIAN CHIEF OF MEDICAL OPS. 50.00 X 0 397000 45300 VANDENBOSCH DARRYL SVP-ADMIN-SH & EC HOSPITAL 50.00 X 0 490229 105856 SODERBLOOM ALAN SVP FINANCE 45.00 5.00 X 0 593481 114318 HUBBARD MARK ASST. CORPORATE SECRE. 0.50 49.50 X 0 722846 112398 DOROTTA IHAB CHIEF OF QUALITY & CLIN. OPS. 50.00 X 0 840000 47800 EDWARDS LYDON COO 50.00 X 0 406786 83028 STAPLE-EVANS HELEN CNO 25.00 25.00 X 0 711678 102348 FIELDS EDWARD VP-BEHAVIORAL HEALTH SVS 50.00 X 0 406786 83028 HENDERSON WHITNEY P ASSIST. CORPORATE SECR. 0.50 49.50 X 0 137709 40983 LALAS ANGELA CFO 25.00 25.00 X 0 1081663 149568 HANNAMYRNA LEE CORPORATE SECRETARY 0.50 49.50 X 0 182653 40138 HUGGINSORLANDO ASSIST. CORPORATE SECR. 0.50 49.50 X 0 183454 46656 SECOR LUCAS VP REVENUE CYCLE 25.00 25.00 X 0 362711 0 LUND JOSHUA S AVP SUPPLY CHAIN 25.00 25.00 X 0 230181 44899 OLIVER NOVE EXEC DIRECTOR-MEDICAL LAB 40.00 X 208132 0 48483 NORTON LIZETTE VP HRM ADMINISTRATION 1.00 39.00 X 0 363042 0 NATION ISLA A AVP-PERIOPERATIVE SVC 40.00 X 271963 0 41566 MARKOVICH SUSAN EXEC DIR-CRITICAL CARE 40.00 X 291541 0 51300 EVANS JUDY PHYSICIST PHD LEAD 40.00 X 342984 0 55819 ARYAN KARLA ANN EXEC DIR.-PATIENT CARE 40.00 X 281273 0 40300 BENCITO ACA AC NORIE R EXEC DIR.-PATIENT CARE 40.00 X 289701 0 57404 HANSEN KENT GENERAL COUNSEL 0.50 49.50 X 0 816725 0 GOBIN ANTONY AVP-PHARMACY ADMIN. 40.00 X 296199 0 42679 CHATIGNY JUDY M AVP-ANCILLARY SVC 40.00 X 342984 0 55819 BUSSELL RACHELLE SVP ADVANCEMENT 1.00 39.00 X 0 601022 103429 LANG KEVIN VP-AMBULATORY SVS 50.00 X 0 485265 0 CUNNINGHAM CONNIE EXEC DIR.-EMERGENCY SV 40.00 X 305397 0 42613 AMORNVUT PENNY ADMIN DIR.-CARDIOLOGY SVCS 40.00 X 244776 0 46189 PATYAL BALDEV CHIEF PHYSICIST 40.00 X 317903 0 59552 LEEWONHYE CLINICAL NURSE B 1.00 X 340203 0 62578 CAOKURT D DIRECTOR-CRNA SERVICES 40.00 X 458159 0 66177 DONKOR KOFI PHARMACIST-SUPERVISOR 40.00 X 281883 0 54557 CHRISTENSENJASEN PAUL NURSE ANESTHETIST-CRNA 40.00 X 304132 0 40486 4577230 17762497 2784459 15 0 1 0 LOMA LINDA MERCANTILE 24887 TAYLOR ST LOMA LINDA CA 92354 SUPPLIES & SERVICE 1233503218 LOMA LINDA UNIVERSITY SHARED SERVICES 11175 CAMPUS ST LOMA LINDA CA 92354 SUPPORT 198525375 LOMA LINDA UNIVERSITY HEALTH 11175 CAMPUS ST LOMA LINDA CA 92354 ADMIN. SUPPORT & INSURANCE 95552276 LOMA LINDA INLAND EMPIRE CONSORTIUM 11234 ANDERSON ST LOMA LINDA CA 92354 MEDICAL 67477985 LOMA LINDA UNIVERSITY CHILDRENS HOSPITAL 11234 ANDERSON ST LOMA LINDA CA 92354 MEDICAL SERVICES & SUPPORT 56316972 6 X 6991641 2640471 3190 9632112 PATIENT CARE 622110 1310263026 1310263026 OTHER PROGRAM SERVICE REVENUE 622110 282296474 282296474 HOSPITAL QUALITY ASSURANCE PROGRA 622110 180660563 180660563 RADIOLOGY IMAGING 622110 1884505 1884505 NET ASSETS RELEASED FROM RESTRICT 622110 1637047 1637047 1776741615 14408583 14408583 3253173 3253173 150059088 116948188 33110900 31238473 1872427 1837146383 1807980088 1872427 17661756 229252 229252 1413029 1413029 5323653 5323653 504370747 475125000 29245747 28949268 26205171 2744097 125352768 120564653 4788115 43066868 38810423 4256445 1774709 1574663 200046 2960467 57037 2903430 752073 10224 741849 73722102 66938075 6784027 559412 364542 194870 27831093 15868237 11962856 48919220 4053572 44865648 42642991 9916082 32726909 631793 625202 6591 85742443 25687520 60054923 93259352 27939506 65319846 15956519 8357362 7599157 MEDICAL SUPPLIES 317134603 317134603 0 PURCHASED SERVICES 91684289 88303003 3381286 PROVIDER FEE EXPENSE 74536417 74536417 REPAIRS & MAINTENANCE 31516075 27755409 3760666 122167412 11771438 104515413 5880561 1740496555 1343240420 391375574 5880561 149434657 152659172 555185687 566068049 195527 146008 512560073 1115137426 37252684 36632501 6138769 7698450 3157814406 1391201363 1804767954 1766613043 239163351 243898891 3304698702 3888853540 183453545 426109337 2009573 3232823 1674674961 1672439078 96863460 94981228 56072240 76613733 364679798 666210806 2377753577 2939587005 X 856477114 946967899 70468011 2298636 926945125 949266535 3304698702 3888853540 X 96649828 14859757 -89188175 X X 0 1 X 1 0 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 33032906 33032906 1644800864 522142580 1122658284 7143108 1920230 5222878 1302353324 818943329 483409995 170484204 48195224 122288980 1766613043 ASSETS WHOSE USE IS LIMITED, NET OF CURRENT PORTION 80159957 OTHER LONG-TERM ASSETS 41347335 OPERATING LEASES ROU ASSETS (BLDG & EQUIPMENT) 106970531 FINANCED ROU ASSETS 15421068 243898891 OTHER 16484065 OPERATING LEASE ROU ASSETS 101477407 AFFILIATE 520414217 RISK MGMT TRUST SELF-INSURANCE RESERVE 19277000 FINANCED ROU LIABILITY 8558117 666210806 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, 2024 AND JUNE 30, 2023. 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, 2024 OR JUNE 30, 2023. 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 2019 IN MAJOR JURISDICTIONS. 1 1 X 1 X 1 X 1 1 0 1 1 7211547 7211547 0.00410 534116538 456922395 77194143 0.04440 541328085 456922395 84405690 0.04850 34853 1047547 1047547 0.00060 144132678 91582966 52549712 0.03020 2058971 2058971 0.00120 34853 147239196 91582966 55656230 0.03200 34853 688567281 548505361 140061920 0.08050 4755 59064 947597 947597 0.00050 4755 59064 947597 947597 0.00050 1 34978105 3326397 249356135 271735671 -22379536 X 1 1 3 1 LOMA LINDA UNIVERSITY MEDICAL CENTER 11234 ANDERSON ST LOMA LINDA CA 92354 240000169 X X X X X X 2 LOMA LINDA UNIVERSITY MEDICAL CENTER EAST CAMPUS HOSPITAL 25333 BARTON RD LOMA LINDA CA 92354 WWW.LLUH.ORG X X X X X OPERATES UNDER LICENSE NO 240000169 3 LOMA LINDA UNIVERSITY SURGICAL HOSPITAL 26780 BARTON RD REDLANDS CA CA 92373 LLUH.ORG X X X OPERATES UNDER LICENSE NO 240000169 LOMA LINDA UNIVERSITY MEDICAL CENTER 0 0 1 X X X X X X X X X X 22 1 1 1 1 X WWW.LLUH.ORG SEE SECTION C X X 1 22 1 REFER TO SUPPLEMENTAL SECTION OF SCHEDULE H 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 MEDICAL CENTER 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 MEDICAL CENTER 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 MEDICAL CENTER 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 MEDICAL CENTER PART V, SECTION B, LINE 6B: THREE ORGANIZATIONS 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 MEDICAL CENTER 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-CENTERCHNA WEBSITE: HTTPS://LLUH.ORG/ABOUT-US/COMMUNITY-BENEFIT/REPORTS-AND-RESOURCES LOMA LINDA UNIVERSITY MEDICAL CENTER PART V, SECTION B, LINE 11: REFER TO SUPPLEMENTAL SECTION OF SCHEDULE H LOMA LINDA UNIVERSITY MEDICAL CENTER PART V, SECTION B, LINE 13H: NUMBER OF FAMILY MEMBERS. LOMA LINDA UNIVERSITY MEDICAL CENTER 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 I, LINE 3C: LLUMC USES FPG TO DETERMINE ELIGIBILITY FOR PROVIDING DISCOUNTED CARE TO LOW INCOME INDIVIDUALS. PART I, LINE 6A: LLUH, ON BEHALF OF LLUMC, SUBMITS AN ANNUAL COMMUNITY BENEFIT REPORT TO HCAI. PART I, LINE 7: WE USED THE WORKSHEETS AVAILABLE IN THE INSTRUCTION SECTION OF SCHEDULE H TO DERIVE THE AMOUNTS REPORTED IN THIS SECTION.PART I, LINE 7G: HOME CARE -$0 & UNREIMBURSED ORGAN COSTS PART I, LINE 7 COLUMN E: HEALTH PROFESSIONALS EDUCATION & RESEARCH -$54,608,683PART I, LINE 7: MEDICAL CARE SERVICES - $84,405,689; COMMUNITY HEALTHIMPROVEMENT - $2,029,144 PART III, LINE 3: BAD DEBT - $3,326,397 PART 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 LOMA LINDA UNIVERSITY MEDICAL CENTER - COMMUNITY HEALTH BENEFIT SELECTED PROGRAM HIGHLIGHTS PART III, LINE 2: LLUMC USES THE NEW REVENUE STANDARD, "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 FY2024 LLUMC'S COMBINED FINANCIAL STATEMENTS, PAGE 14-16, NOTES TOCOMBINED FINANCIAL STATEMENTS PART III, LINE 3: ESTIMATED AMOUNT OF BAD DEBT EXPENSE REPORTED FOR PATIENTS ELIGIBLE UNDER LLUMC'S FINANCIAL ASSISTANCE POLICY IS DERIVED BY DEVELOPING A COST-TO-CHARGE RATIO OF 15.29% (ADJUSTED PATIENT CARE COSTS/GROSS PATIENT CHARGES) AND MULTIPLYING AGAINST BAD DEBT EXPENSE. LLUMC'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 FY2024 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 STRIVES TO MEET THE HEALTH CARE NEEDS OF PATIENTS IN ITS GEOGRAPHIC SERVICE AREA. THE FIRST AND FOREMOST RESPONSIBILITY OF LLUMC 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 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: LLUMC POST NOTICES INFORMING THE PUBLIC OF THE CHARITY CARE/DISCOUNT PAYMENT POLICY. SUCH NOTICES SHALL BE POSTED IN HIGH VOLUME INPATIENT, AND OUTPATIENT SERVICE AREAS OF LLUMC, INCLUDING BUT NOT LIMITED TO, THE EMERGENCY DEPARTMENT, BILLING OFFICE, INPATIENT ADMISSION AND OUTPATIENT REGISTRATION AREAS OR OTHER COMMON PATIENT WAITING AREAS OF LLUMC. NOTICES ARE ALSO POSTED AT ANY LOCATION WHERE A PATIENT MAY PAY THEIR BILL. NOTICES INCLUDE CONTACT INFORMATION ON HOW A PATIENT MAY OBTAIN MORE INFORMATION ON FINANCIAL ASSISTANCE AS WELL AS WHERE TO APPLY FOR SUCH ASSISTANCE.1) THES NOTICES ARE POSTED IN ENGLISH AND SPANISH AND ANY OTHER LANGUAGES THAT ARE REPRESENTATIVE OF 5% OR GREATER OF PATIENTS IN LLUMC'S SERVICE AREA.2) A COPY OF THIS CHARITY CARE/DISCOUNT PAYMENT POLICY IS MADE AVAILABLE TO THE PUBLIC UPON REQUEST. LLUMC WILL RESPOND TO SUCH REQUESTS IN A TIMELY MANNER. PART VI, LINE 4: LOMA LINDA UNIVERSITY HEALTH'S PRIMARY SERVICE AREA CAN BE DEFINED, BROADLY, AS CALIFORNIA'S SAN BERNARDINO, RIVERSIDE, AND ONTARIO METROPOLITAN AREAS. SAN BERNARDINO AND RIVERSIDE COUNTIES MAKE UP THE GEOGRAPHIC AREA HISTORICALLY NAMED "THE INLAND EMPIRE" DUE TO THE REGION'S RICH DIVERSITY OF NATIVE PEOPLES AND AGRICULTURAL HISTORY. THE REGION TOTALS 27,000 SQUARE MILES AND IS SITUATED APPROXIMATELY 60 MILES EAST FROM THE LOS ANGELES METROPOLITAN AREA AND THE PACIFIC OCEAN, THE INLAND EMPIRE IS HOME TO A QUICKLY GROWING POPULATION OVER 4.7 MILLION PEOPLE. THE TWO COUNTIES ARE HOME TO SOME OF THE MOST DIVERSE PEOPLE IN CALIFORNIA, WITH LATINOS REPRESENTING THE MAJORITY OF THE POPULATION. SAN BERNARDINO AND RIVERSIDE COUNTY HEALTH RANKINGS PUBLISHED ONLINE AT COUNTYHEALTHRANKINGS.ORG; THE RANKINGS HELP COUNTIES UNDERSTAND WHAT INFLUENCES THE HEALTH OF RESIDENTS AND AVERAGE LIFESPANS BY GEOGRAPHIC REGION. THE RANKINGS ARE UNIQUE IN THEIR ABILITY TO MEASURE THE CURRENT OVERALL HEALTH OF NEARLY EVERY COUNTY IN ALL 50 STATES. THEY ALSO LOOK AT A VARIETY OF MEASURES THAT AFFECT THE FUTURE HEALTH OF COMMUNITIES, SUCH AS HIGH SCHOOL GRADUATION RATES, ACCESS TO HEALTHY FOODS, RATES OF SMOKING, OBESITY AND TEEN BIRTHS. LLUH'S GOAL IS TO BRING PEOPLE TOGETHER TO LOOK AT THE MANY FACTORS THAT INFLUENCE HEALTH AND OPPORTUNITIES TO REDUCE HEALTH GAPS. FOR PROGRAMS AND INTERVENTIONS TO HAVE A LASTING IMPACT, THEY MUST FOCUS ON STRATEGIES THAT IMPROVE HEALTH FROM A POPULATION STANDPOINT. FOR LLUH, WE ARE STRATEGICALLY POSITIONED IN TWO COUNTIES THAT TOGETHER, FACE SIGNIFICANT ECONOMIC CHALLENGES. SAN BERNARDINO RANKS 40TH OUT OF 58 COUNTIES IN CALIFORNIA IN TERMS OF HEALTH FACTORS WHILE RIVERSIDE RANKS 27TH. DESPITE THE CHALLENGE, LLUH BELIEVES THAT OUR COMMUNITY IS RESILIENT AND WITH OUR COMMUNITY PARTNERS, WE ARE ADDRESSING POVERTY THROUGH WORKFORCE DEVELOPMENT, ADVANCING HEALTH EQUITY, INCREASING ACCESS TO HEALTH & WELLNESS, AND MATERNAL AND CHILD HEALTH INITIATIVES. THE PANDEMIC ALSO GREATLY IMPACTED THOSE LIVING IN THE REGION, WITH SOME OF THE BIGGEST CHALLENGES BEING FOOD INSECURITY, UNEMPLOYMENT, HOUSING BURDEN, AND SOCIAL ISOLATION. AS A RESULT OF THE PANDEMIC, THE NUMBER OF FOOD INSECURE HOUSEHOLDS HAS RISEN CONSIDERABLY, WITH LOCAL FOOD BANKS MORE THAN DOUBLING THE AMOUNT OF THEIR FOOD DISTRIBUTIONS. THE MOST GREATLY IMPACTED BY THE LACK OF ACCESS TO FOOD HAS BEEN MINORITY POPULATIONS AND FAMILIES WITH CHILDREN. THE HOUSING CRISIS HAS BECOME ANOTHER PREVALENT ISSUE AS MEDIAN HOME PRICES AND RENTAL PRICES CONTINUE TO CHALLENGE OUR REGION. UNPACED INCOME, COMBINED WITH AN ALREADY EXPENSIVE HOUSING MARKET THAT HAS RENT PRICES RISING AT A FASTER RATE THAN OTHER SOUTHERN CALIFORNIA COUNTIES, HAS INCREASED THE HOUSING BURDEN ON MANY HOUSEHOLDS IN THE REGION. IN 2022, LLUH HOSPITALS TREATED 56,710 PEOPLE IN OUR HOSPITALS, WITH NEARLY 2 MILLION PEOPLE IN THE OUTPATIENT SYSTEM WITH 164,006 OF THOSE OUTPATIENT VISITS TO OUR EMERGENCY DEPARTMENTS AS A LEVEL-1 TRAUMA CENTER. 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 THEIR 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 1 LOMA LINDA UNIVERSITY CHURCH OF SDAS 11125 CAMPUS ST LOMA LINDA CA 92354 501(C)(3) 187500 0 SUPPORT FOR CHURCH EXPANSION EL SOL NEIGHBORHOOD EDUCATIONAL CENTER PO BOX 449 SAN BERNARDINO CA 92404 330552297 501(C)(3) 41752 0 TO SUPPORT LOCAL COMMUNITY FOR HEALTHY LIVES AND FOOD PHARMACEUTICALS/MEDICAL EQUIPMENT RENTAL 18484 BOOK PHARMACEUTICALS/MEDICAL EQUIPMENT RENTAL TRANSITIONAL LIVING/BOARD & CARE 527714 BOOK TRANSITIONAL LIVING/BOARD & CARE INCL MEDICAL SERVICES TRANSPORTATION 703936 BOOK TRANSPORTATION FOOD & CLOTHING 146317 BOOK TRANSITION CARE UTILITIES 778 BOOK UTILITIES SPONSORSHIP 15800 BOOK SPONSORSHIP-POSSIBILITIES OUTREACH-PARAOLYMPIANS CLOTHING BOOK TRANSITION CARE PART I, LINE 2: LLUMC PROVIDES SPONSORSHIPS, DONATIONS, AND OTHER ASSISTANCE TO ORGANIZATIONS AND INDIVIDUALS AS PART OF ITS COMMITMENT TO COMMUNITY OUTREACH. DISBURSEMENTS FOR GRANTS AND OTHER ASSISTANCE ARE REVIEWED AND APPROVED BY MANAGEMENT PRIOR TO DISBURSEMENT. MANAGEMENT RECEIVES PERIODIC REPORTS REGARDING THESE ACTIVITIES AS PART OF THE COMMUNITY BENEFITS REPORT. X X X 1 1 1 1 0 0 0 1 0 0 0 WRIGHT TREVOR CEO 0 931154 0 130875 0 186000 0 968040 0 117455 0 2333524 0 0 MARTIN ROBERT TRUSTEE 0 765000 0 413752 0 60080 0 39600 0 7200 0 1285632 0 0 LALAS ANGELA CFO 0 823500 0 96125 0 162038 0 709715 0 100888 0 1892266 0 0 HANSEN KENT GENERAL COUNSEL 0 627211 0 57500 0 132014 0 0 0 65603 0 882328 0 0 HILLIARD ANTHONY TRUSTEE 0 677828 0 142624 0 30876 0 39600 0 7200 0 898128 0 0 DOROTTA IHAB CHIEF OF QUALITY & CLIN. OPS. 0 583000 0 163200 0 93800 0 0 0 8200 0 848200 0 0 THOMAS TAMARA CMO 0 621923 0 0 0 132902 0 0 0 64347 0 819172 0 0 HART RICHARD PRESIDENT 0 615138 0 0 0 116636 0 291907 0 74734 0 1098415 0 0 RUCKLE HERBERT TRUSTEE 0 550000 0 209000 0 36950 0 39600 0 7700 0 843250 0 0 HUBBARD MARK ASST. CORPORATE SECRE. 0 552115 0 53350 0 117381 0 89462 0 68890 0 881198 0 0 STAPLE-EVANS HELEN CNO 0 539000 0 54850 0 117828 0 556589 0 58944 0 1327211 0 0 PEVERINI RICARDO TRUSTEE 0 495000 0 250000 0 0 0 39600 0 6200 0 790800 0 0 SODERBLOOM ALAN SVP FINANCE 0 471904 0 50338 0 71239 0 752936 0 72665 0 1419082 0 0 BUSSELL RACHELLE SVP ADVANCEMENT 0 475961 0 43650 0 81411 0 0 0 61631 0 662653 0 0 ZIRKELBACH MARK CIO 0 479065 0 41139 0 62853 0 0 0 17304 0 600361 0 0 VANDENBOSCH DARRYL SVP-ADMIN-SH & EC HOSPITAL 0 394000 0 38597 0 57632 0 644747 0 65745 0 1200721 0 0 LANG KEVIN VP-AMBULATORY SVS 0 394000 0 29150 0 62115 0 0 0 58771 0 544036 0 0 CAOKURT D DIRECTOR-CRNA SERVICES 321090 0 19103 0 117966 0 41892 0 24285 0 524336 0 0 0 EDWARDS LYDON COO 0 340577 0 23400 0 42809 0 701282 0 52193 0 1160261 0 0 FIELDS EDWARD VP-BEHAVIORAL HEALTH SVS 0 340577 0 23400 0 42809 0 30835 0 52193 0 489814 0 0 HERRMANN PAUL TRUSTEE 0 336654 0 38906 0 55150 0 39600 0 5700 0 476010 0 0 NORTON LIZETTE VP HRM ADMINISTRATION 0 299000 0 21750 0 42292 0 0 0 48768 0 411810 0 0 SECOR LUCAS VP REVENUE CYCLE 0 302269 0 20453 0 39989 0 307391 0 41890 0 711992 0 0 COTTON ADRIAN CHIEF OF MEDICAL OPS. 0 360000 0 36000 0 1000 0 0 0 5700 0 402700 0 0 CHAN FRANCIS TRUSTEE 0 350000 0 29300 0 8500 0 39600 0 6200 0 433600 0 0 MATUS SARA VP, OPERATIONS 0 295683 0 22313 0 26368 0 301584 0 47094 0 693042 0 0 OSBORN RICHARD TRUSTEE 0 340000 0 20000 0 9750 0 36600 0 6200 0 412550 0 0 LEEWONHYE CLINICAL NURSE B 321505 0 1280 0 17418 0 38938 0 23640 0 402781 0 0 0 EVANS JUDY PHYSICIST PHD LEAD 281276 0 15959 0 45749 0 38515 0 17304 0 398803 0 0 0 CHATIGNY JUDY M AVP-ANCILLARY SVC 281276 0 15959 0 45749 0 38515 0 17304 0 398803 0 0 0 PATYAL BALDEV CHIEF PHYSICIST 272001 0 22443 0 23459 0 35912 0 23640 0 377455 0 0 0 CUNNINGHAM CONNIE EXEC DIR.-EMERGENCY SV 251334 0 22319 0 31744 0 34309 0 8304 0 348010 0 0 0 BENCITO ACA AC NORIE R EXEC DIR.-PATIENT CARE 222804 0 21457 0 45440 0 32374 0 25030 0 347105 0 0 0 CHRISTENSENJASEN PAUL NURSE ANESTHETIST-CRNA 270161 0 7342 0 26629 0 37508 0 2978 0 344618 0 0 0 MARKOVICH SUSAN EXEC DIR-CRITICAL CARE 242897 0 22060 0 26584 0 33171 0 18129 0 342841 0 0 0 GOBIN ANTONY AVP-PHARMACY ADMIN. 248269 0 14428 0 33502 0 34375 0 8304 0 338878 0 0 0 DONKOR KOFI PHARMACIST-SUPERVISOR 249344 0 6504 0 26035 0 30917 0 23640 0 336440 0 0 0 ARYAN KARLA ANN EXEC DIR.-PATIENT CARE 242289 0 23552 0 15432 0 31996 0 8304 0 321573 0 0 0 NATION ISLA A AVP-PERIOPERATIVE SVC 225599 0 12736 0 33628 0 31822 0 9744 0 313529 0 0 0 WILSON APRIL TRUSTEE 0 234703 0 18657 0 14487 0 32142 0 3700 0 303689 0 0 AMORNVUT PENNY ADMIN DIR.-CARDIOLOGY SVCS 196672 0 15853 0 32251 0 28755 0 17434 0 290965 0 0 0 LUND JOSHUA S AVP SUPPLY CHAIN 0 190784 0 11225 0 28172 0 21259 0 23640 0 275080 0 0 OLIVER NOVE EXEC DIRECTOR-MEDICAL LAB 169628 0 13750 0 24754 0 24843 0 23640 0 256615 0 0 0 HUGGINSORLANDO ASSIST. CORPORATE SECR. 0 154105 0 11183 0 18166 0 0 0 23640 0 207094 0 0 HANNAMYRNA LEE CORPORATE SECRETARY 0 152037 0 12240 0 18376 0 0 0 17304 0 199957 0 0 HENDERSON WHITNEY P ASSIST. CORPORATE SECR. 0 116517 0 9763 0 11429 0 0 0 23640 0 161349 0 0 PART I, LINE 1A LLUMC'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 BENEFITS IS INCLUDED IN THE EMPLOYEE'S W-2. LLUMC'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 PLEASE SEE EXPLANATION FOR PART VI, SECTION B, LINE 15 THAT IS LISTED UNDER SCHEDULE O. PART I, LINES 4A-B THE FOLLOWING LLUH EMPLOYEES PARTICIPATED IN, AND RECEIVED PAYMENT FROM, A SUPPLEMENTAL NONQUALIFIED RETIREMENT PLAN: SERP FUNDING PAID TO EMPLOYEE IN CASH: - NONE NET FLEX PLAN CREDITS PAID TO EMPLOYEE IN CASH: - BAKER, PETER: 88,357 - BUSSELL, RACHELLE: 58,808 - EDWARDS, LYNDON C: 103,185 - THOMAS, TAMARA: 99,465 - HADLEY, HENRY ROGER: 22,177 - HANSEN, KENT: 105,543 - HART, RICHARD HENRY: 96,162 - MATUS, SARAH: 15,220 - HUBBARD, MARK L: 79,999 - JEAN-MARIE, JOHNATHAN: 50,330 - LALAS, ANGELA M.: 147,285 - SECOR, LUCAS: 26,576 - NOLFE, SHERRY L.: 25,363 - OFT, DARYL: 43,380 - SODERBLOM, ALAN B.: 56,176 - VANDERBOSCH, DARRYL W.: 35,991 - WRIGHT, TREVOR: 166,652 - STAPLE-EVANS, HELEN: 89,810 -NORTON, LIZETTE: 19,708 TAX INDEMNIFICATION AND GROSS-UP PAYMENTS: - BAKER, PETER: 1,731 - BUSSELL, RACHELLE: 5,221 - EDWARDS, LYNDON C: 7,790 - HANSEN, KENT: 5,886 - HADLEY, HENRY ROGER: 11,008 - HART, RICHARD HENRY: 4,678 - HUBBARD, MARK LEE: 12,120 - JEAN-MARIE, JOHNATHAN: 1,034 - LALAS, ANGELA M.: 1,942 - THOMAS, TAMARA: 10,557 - SECOR, LUCAS: 568 - NORTON, LIZETTE: 5,279 - SODERBLOM, ALAN B.: 2,141 - VANDERBOSCH, DARRYL W.: 4,294 - WRIGHT, TREVOR: 4,167 - OFT, DARYL: 448 - STAPLE-EVANS, HELEN: 8,099 TRAVEL FOR COMPANIONS: -LALAS, ANGELA: 311 EMPLOYER CONTRIBUTIONS/PAYMENTS FOR ELECTIVE BENEFITS (INCLUDES VESTED AND FORFEITED BENEFITS FUNDED IN PRIOR YEARS): - NONE SEVERANCE PAYMENTS: NONE PART I, LINE 6 LOMA LINDA UNIVERSITY MEDICAL CENTER HAS AN INCENTIVE PLAN. PAYMENTS FOR INCENTIVE AWARDS ARE TRIGGERED ONLY IF, AMONG OTHER ESTABLISHED CRITERIA, NET INCOME EXCEEDS BUDGET BY AN ESTABLISHED PERCENTAGE. A CALIFORNIA STATEWIDE COMMUNITIES DEVELOPMENT AUTHORITY 680164610 13080SVN1 2018-08-23 431698839 TO FINANCE NEW CAPITAL PROJECTS, DEBT SERVICE & PAY COA 0 0 0 B CALIFORNIA STATEWIDE COMMUNITIES DEVELOPMENT AUTHORITY 680164610 13080SML5 2016-05-11 994737092 TO FINANCE CAPITAL PROJECTS & REFUND TAXABLE BONDS, ETC. 0 0 0 C CALIFORNIA STATEWIDE COMMUNITIES DEVELOPMENT AUTHORITY 680164610 13080SEX8 2014-12-23 573954611 TO FINANCE CAPITAL PROJECTS & REFUND PRIOR OBLIGATIONS & COA, ETC. 0 0 0 A 458195285 39109558 39785682 6392415 373059508 266071 2023 0 0 1 1 B 1021559247 81842674 180878287 13254779 735397718 13191786 2021 1 0 1 1 C 578859653 38349589 729531 6747295 66326319 468149779 2019 1 1 1 1 A 0 1 1 1 0 0 0 1 B 0 1 1 1 1 1 0 0 1 C 0 1 1 1 1 1 0.00100 0.00100 0 0 1 A 0 0 0 1 0 0 0 1 1 B 0 0 1 1 0 0 0 1 1 C 0 0 1 1 0 0 0 0 1 A 1 B 1 C 1 SCHEDULE K SUPPLEMENTAL INFORMATION COLUMN A, B, & C: 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. COLUMNS A, B, C: 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 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 PRVIATE SECURITY TEST WITH RESPECT TO THE BONDS, AS THE LEVEL OF PRIVATE BUSINESS USE AND/OR UNRELATED TRADE OR BUSINESS RELATED REPORTED ON PART III, LINE 6, IS NOT IN EXCESS OF AMOUNTS PERMITTED UNDER SECTION 145 OF THE CODE. COLUMN A: PART IV, LINE 2(C): THE FIFTH-YEAR REBATE REPORT WAS PERFORMED ON DECEMBER 13, 2022. COLUMN B: PART 1(F) - THE BONDS WERE ISSUED TO FINANCE CAPITAL PROJECTS, TO REFUND TAXABLE BONDS (ISSUED ON DECEMBER 23, 2014), TO FUND A DEBT SERVICE RESERVE, & TO PAY CAPITALIZED INTEREST & COSTS OF ISSUANCE. COLUMN B: PART IV, LINE 2(B) - THE REFUNDING PORTIONS OF THE BONDS HAS MEET THE 6-MONTH SPENDING EXCEPTION TO REBATE. COLUMN B: PART IV, LINE 2(C): THE FIFTH-YEAR REBATE REPORT WAS PERFORMED ON DECEMBER 7, 2020. COLUMN C: PART(F) - THE BONDS WERE ISSUED TO FINANCE CAPITAL PROJECTS, TO REFUND THE BOROWER'S 2014 TAXABLE BONDS (ISSUED ON AUGUST 14, 2014), TAXABLE LOANS (ISSUED ON DECEMBER 1, 2010), SERIES 2008ABC BONDS (ISSUED NOVEMBER 13, 2008), SERIES 2007B1&B2 BONDS (ISSUED ON DECEMBER 20, 2007), AND SERIES 2005AB BONDS (ISSUED ON SEPTEMBER 8, 2005), TO FUND A RESERVE, AND TO PAY COST OF ISSUANCE. COLUMN C: PART IV, LINE 2(B) - THE PORTION OF BONDS THAT FINANCED THE CURRENT REFUNDING OF THE SERIES 2014 TAXABLE BONDS, TAXABLE LOANS & SERIES 2007B1&B2 BONDS MEET THE 6-MONTH SPENDING EXCEPTION TO DATE. COLUMN C: PART IV, LINE 2(C): THE FIFTH-YEAR REBATE REPORT WAS PERFORMED ON JANUARY 23, 2020. REFER TO PART V FAMILY EMPLOYMENT 0 990 SCHEDULE L, PART IV FAMILY RELATIONSHIPS MAY EXIST AMONG OTHER OFFICER'S DIRECTOR'S, OR KEY EMPLOYEES OF OTHER RELATED ORGANIZATIONS. THE NATURE OF THE BUSINESS 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 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 MEMBER OF LLUMC PURSUANT TO SECTION 9310 OF THE CALIFORNIA NONPROFIT RELIGIOUS CORPORATION LAW SHALL BE 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 LLUH, AS THE CORPORATE MEMBER, ELECTS THE BOARD OF TRUSTEES AT ITS QUINQUENNIAL MEETING. LLUH SHALL ALSO HAVE THE POWER TO FILL VACANCIES ON THE BOARD OF TRUSTEES BETWEEN THE QUINQUENNIAL ORGANIZATION MEETINGS. FORM 990, PART VI, SECTION A, LINE 7B LLUH, AS CORPORATE MEMBER, AT EACH REGULAR OR SPECIAL MEETING, SHALL INFORM ITSELF ON THE BUSINESS OF THE MEDICAL CENTER TO BE TRANSACTED; SHALL RECEIVE THE ANNUAL REPORT OF THE MEDICAL CENTER BUDGET AND AUDIT, AND TRANSACT SUCH OTHER BUSINESS AS MAY BE REQUESTED BY THE MEDICAL CENTER BOARD. FURTHER FUNCTIONS OF THE MEMBER ARE: (1) TO REMOVE FROM OFFICE ANY TRUSTEE OF THE MEDICAL CENTER WITH OR WITHOUT CAUSE. (2) TO REVIEW AND CONSULT WITH THE MEDICAL CENTER BOARD REGARDING THE APPOINTMENT OF THE MEDICAL CENTER PRESIDENT AND THE CHIEF EXECUTIVE OFFICER. HOWEVER, THE APPOINTMENT AND REMOVAL OF THE PRESIDENT AND THE CHIEF EXECUTIVE OFFICER ARE SOLELY THE LEGAL RESPONSIBILITY OF THE LLUMC BOARD. (3) TO APPROVE ALL CHANGES TO THE ARTICLES OF INCORPORATION AND BY-LAWS. (4) TO APPROVE ANY MERGER, CONSOLIDATION, DISSOLUTION, SALE OR TRANSFER OF MORE THAN TWENTY-FIVE PERCENT OF THE ASSETS OF LLUMC. (5) TO APPROVE ANY SIGNIFICANT CHANGE IN THE CORPORATE PURPOSE OF LLUMC. FORM 990, PART VI, SECTION B, LINE 11B FORM 990 IS REVIEWED BY INTERNAL AUDIT & MANAGEMENT AND IS MADE AVAILABLE TO THE TRUSTEE AUDIT COMMITTEE FOR REVIEW AND COMMENT. 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), LLUMC'S PARENT ORGANIZATION, EMPLOYS AN INDEPENDENT OUTSIDE CONSULTING FIRM TO BENCHMARK COMPENSATION FOR LLUH EMPLOYEES. LLUMC'S CEO, CFO, AND VICE PRESIDENTS ARE EMPLOYED BY LLUH. 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 OTHER THAN THE OFFICERS AS WELL AS EMPLOYEES IN LEADERSHIP POSITIONS, LLUMC MANAGEMENT, THROUGH ITS 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 2023 FOR ALL OFFICER'S OF LOMA LINDA UNIVERSITY MEDICAL CENTER, INC. FORM 990, PART VI, SECTION C, LINE 18 THE IRS FORM 990 IS AVAILABLE ON THE GUIDESTAR.COM WEBSITE AND ALSO MAY BE OBTAINED BY MAKING A REQUEST TO THE CFO AT 11234 ANDERSON ST. LOMA LINDA, CA 92350. FORM 990, PART VI, SECTION C, LINE 19 LLUMC 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. LLUMC MAKES ITS UN-AUDITED QUARTERLY FINANCIAL STATEMENTS AND YEAR-END AUDITED FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC PURSUANT TO ITS CONTINUING DISCLOSURE AGREEMENTS WITH BONDHOLDERS. SCHEDULE H, PART VI, PART II: LOMA LINDA UNIVERSITY MEDICAL CENTER - COMMUNITY HEALTH BENEFIT SELECTED PROGRAM HIGHLIGHTS CONTINUED.. 6. POSSIBILITIES & JUST FOR SENIORS COMMUNITY DEVELOPMENT & OUTREACH THE POSSABILITIES PROGRAM WAS ORIGINALLY DEVELOPED IN 2000 IN RESPONSE TO THE NEED FOR THE CONTINUUM OF CARE FOR OUR PATIENTS AND THEIR FAMILIES AFTER A LENGTHY HOSPITAL STAY OR A TRAUMATIC ACCIDENT. THROUGH FEEDBACK AND DIRECTION FROM HEALTH CARE PROFESSIONALS AND COMMUNITY MEMBERS, THE PROGRAM QUICKLY EVOLVED INTO AN ALL INCLUSIVE SERVICE TO EXTEND ACCESS TO THE DISABLED. AS THE PROGRAM GREW, POSSABILITIES GAINED THE SUPPORT OF THE LLUH SYSTEM AND VITAL COMMUNITY PARTNERS, SUCH AS THE SAN MANUEL BAND OF MISSION INDIANS. THE INVESTMENTS MADE BY SAN MANUEL ALLOW THE PROGRAM TO OPERATE MULTIPLE SUPPORT GROUPS, RESOURCE FAIRS, EVENTS, AND TO PROVIDE ACCESS TO SPORTS AND RECREATIONAL ACTIVITIES FOR MEMBERS. THE PROGRAM OFFERS PHYSICALLY DISABLED INDIVIDUALS WHO WERE BORN WITH, OR HAVE SUFFERED A PERMANENT PHYSICAL INJURY, A SENSE OF COMMUNITY AND A HEALTHY SOCIAL NETWORK. THE MISSION OF THE PROGRAM IS TO PROVIDE NEW DIRECTION AND HOPE THROUGH PHYSICAL, SOCIAL, AND EDUCATIONAL INTERACTION WITH PEERS AND THEIR COMMUNITY. THE PROGRAM IS DESIGNED TO SUPPORT PERSONS WITH PHYSICAL DISABILITIES SUCH AS LIMB AMPUTATION, STROKE, SPINAL CORD INJURY, TRAUMATIC BRAIN INJURY, MULTIPLE SCLEROSIS, MUSCULAR DYSTROPHY, SPINA BIFIDA, AND OTHERS. POSSABILITIES IS A FREE COMMUNITY OUTREACH AND INCLUDES SERVICES FOR CHILDREN AND ADULTS. 7. COMMUNITY INVESTMENT GRANTS FY 2017 FY 2019 IN FY 2017 LLUH'S HOSPITALS INITIATED A GRANT OPPORTUNITY AND FUNDED COMMUNITY HEALTH BENEFIT DOLLARS FOR COMMUNITY-BASED NON-PROFIT ORGANIZATIONS TO WORK WITH PARTNERS ON THE IMPLEMENTATION OF PROGRAMMATIC INTERVENTIONS AND OUTCOMES IN THE AREAS OF WORKFORCE DEVELOPMENT, EDUCATION, OBESITY, DIABETES, AND MENTAL HEALTH. TO INCREASE PARTNERSHIP COLLABORATIONS BETWEEN LLUH AND COMMUNITY-BASED NON-PROFITS, ICP ADVERTISED AN OPPORTUNITY THROUGH "GRANTS AND COMMUNITY INVESTMENTS'' FOR NON-PROFIT COMMUNITY BASED ORGANIZATIONS (CBOS) THAT WOULD PROVIDE THEM WITH MONETARY SUPPORT AND EXPERT CONSULTATION FOR PROGRAM DESIGN AND EVALUATION. THE PURPOSE OF THE ANNUAL FUNDING OPPORTUNITY IS TO SPONSOR AND OVERSEE PROGRAMS OR ACTIVITIES THROUGH DIRECT COMMUNITY ENGAGEMENT THAT PROMOTE HEALTH AND HEALING IN RESPONSE TO IDENTIFIED COMMUNITY NEEDS. LICENSED PUBLIC OR PRIVATE NONPROFIT COMMUNITY BASED ORGANIZATIONS IN SAN BERNARDINO OR RIVERSIDE COUNTIES WERE ELIGIBLE TO APPLY. THE FUNDED ORGANIZATIONS ARE FEATURED IN THE COMMUNITY BENEFIT HIGHLIGHTS SECTION. OBJECTIVES OF COMMUNITY INVESTMENT GRANTS: PROVIDE TECHNICAL ASSISTANCE FOR FUNDED PARTNERS TO SUSTAIN INNOVATIVE PILOT PROGRAMS AND/OR HELP SUSTAIN ONGOING PROGRAMS EMPOWER AND SUPPORT LOCAL NON-PROFIT COMMUNITY PROGRAMS WITHIN OUR COMMUNITY ALIGNED WITH LLUH COMMUNITY BENEFIT FOCUS AREAS: WORKFORCE DEVELOPMENT, EDUCATION, OBESITY, DIABETES, AND MENTAL HEALTH. STRATEGICALLY INVEST THE HOSPITALS' COMMUNITY BENEFIT DOLLARS TO PARTNERS THAT SUSTAIN INTERVENTIONS AND RESOURCES ON BEHALF OF THE MOST VULNERABLE, SOCIO-ECONOMICALLY DISADVANTAGED, OR UNDER-SERVED MEMBERS OF OUR COMMUNITY. 8. SCHOLARSHIPS TO SUPPORT WORKFORCE DEVELOPMENT & EDUCATION OVER THE PAST THREE YEARS, LLUH HAS INVESTED IN OVER $100,000 IN SCHOLARSHIPS TO LOCAL YOUTH TO INCREASE THEIR ACCESS TO A COLLEGE EDUCATION THROUGH SUPPORT OF COMMUNITY PARTNERS WHOSE MISSION IS TO INCREASE ACCESS TO UNDERSERVED, UNDER-REPRESENTED, AND MINORITY YOUTH IN OUR REGION. SAN MANUEL GATEWAY COLLEGE, SCHOLARSHIPS TO SUBSIDIZE THE COST OF A PROFESSIONAL CERTIFICATE PROGRAM, AND/OR TECHNICAL TRAINING PROGRAMS: MEDICAL ASSISTANT CERTIFIED NURSING ASSISTANT, PHARMACY TECH, SURGICAL TECH, AND COMMUNITY HEALTH WORKERS. SAN BERNARDINO CITY UNIFIED SCHOOL DISTRICT, THROUGH THE MAKING HOPE HAPPEN FOUNDATION, PROVIDES SCHOLARSHIPS FOR STUDENTS FROM FINANCIALLY CHALLENGED HOUSEHOLDS AND SITUATIONS SO THEY CAN ATTEND THE COLLEGE OF THEIR CHOICE. THE SCHOLARSHIPS PROVIDE $3,000 PER STUDENT AWARDED WITH A MENTOR TO HELP SUPPORT THEM TO ENSURE THE SUCCESS OF THEIR TRANSITION INTO A COLLEGE EDUCATION. LLUH AWARDED 20 SCHOLARSHIPS IN 2019. 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 VIII, LINE 1F: THE SUBSTANTIAL DIFFERENCE IN CONTRIBUTIONS ON LINE 1F AND SCHEDULE B IS DUE TO THE PLEDGES BEING REPORTED ON THE GENERAL LEDGER WHEN THE PLEDGE COMMITMENT IS MADE AS OPPOSED TO WHEN RECEIVED ON SCHEDULE B. FORM 990, PART XI, LINE 9: EQ. TRANSFERS- AFFILIATED 501(C)(3) COS. -93,751,848. NET ASSETS RELEASED TO OPERATIONS -2,600,066. CHANGE IN ADMIN RESTRICTED ASSETS -733,056. INCR - RESTRICTED DONATIONS 8,200,332. OTHER -303,537. 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 FY2024 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, HIGHLAND SPRINGS IMAGING CENTER, LLC, AND LOMA LINDA UNIVERSITY MEDICAL CENTER-MURRIETA). FORM 990, PART XII, LINE 2C: LLUMC HAS A BOARD TRUSTEE FINANCE AND AUDIT COMMITTEE THAT ASSUME RESPONSIBILITY FOR OVERSIGHT OF THE FINANCIAL STATEMENT AUDIT AND SELECTION OF THE INDEPENDENT FIRM. LLUH BEAUMONT-BANNING LLC 81 S HIGHLAND SPRINGS AVE BEAUMONT CA 92223 421745710 PRIMARY CARE OFFICE CA LOMA LINDA UNIVERSITY MEDICAL CENTER BEAUMONT RADIOLOGY SERVICES LLC 81 S HIGHLAND SPRINGS AVE BEAUMONT CA 92223 262412539 MEDICAL IMAGING CLINIC CA LOMA LINDA UNIVERSITY MEDICAL CENTER UNIVERSITY INSURANCE COMPANY OF VERMONT 40 MAIN STREET STE 500 BURLINGTON VT 05402 030311174 INSURANCE UNDERWRITING VT 501(C)(3) 1 LOMA LINDA UNIVERSITY HEALTH 0 LOMA LINDA UNIVERSITY MEDICAL 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 HEALTH CARE 11175 CAMPUS STREET LOMA LINDA CA 92354 330364239 HEALTHCARE MANAGEMENT SERVICE ORGANIZATIONS CA 501(C)(3) 12C LOMA LINDA UNIVERSITY HEALTH 0 LOMA LINDA UNIVERSITY CHILDREN HOSPITAL FOUNDATION PO BOX 2000 LOMA LINDA CA 92354 330565591 FOUNDATION CA 501(C)(3) 12C LOMA LINDA UNIVERSITY MEDICAL CENTER 0 FACULTY PHYSICIANS & SURGEONS OF LLUSM 11175 CAMPUS STREET 11120 LOMA LINDA CA 92350 330672915 PHYSICIAN PRACTICE GROUP CA 501(C)(3) 3 LOMA LINDA UNIVERSITY HEALTH 0 LLUH PROFESSIONALGENERAL LIABILITY TRUST RISK MANAGEMENT 101 E REDLANDS BLVD SAN BERNARDINO CA 92408 366821892 INSURANCE IL 501(C)(3) 12A LOMA LINDA UNIVERSITY HEALTH 0 LOMA LINDA UNIVERSITY MEDICAL CENTER-MURRIETA 28062 BAXTER ROAD MURRIETA CA 92653 371705906 HOSPITAL CA 501(C)(3) 3 LOMA LINDA UNIVERSITY HEALTH 0 LOMA LINDA INLAND EMPIRE CONSORTIUM FOR HEALTHCARE EDUCATION PO BOX 926 LOMA LINDA CA 92504 461612773 GRADUATE MEDICAL EDUCATION CA 501(C)(3) 10 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 GENERAL CONFERENCE OF SEVENTH-DAY ADVENTISTS 12501 OLD COLUMBIA PIKE SILVER SPRINGS MD 20904 520643036 CHURCH MD 501(C)(3) 1 N/A 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 11145 ANDERSON STREET LOMA LINDA CA 92350 951816009 UNIVERSITY CA 501(C)(3) 2 LOMA LINDA UNIVERSITY HEALTH 0 LOMA LINDA UNIVERSITY UNEMPLOYMENT COMPENSATION AND WORKERS' COMPENSATION S BANK OF AMERICAATTNENGRACIA M RODRI PROVIDENCE RI 029019972 953458265 INSURANCE CA 501(C)(3) 12A LOMA LINDA UNIVERSITY HEALTH 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 MERCANTILE PO BOX 2000 LOMA LINDA CA 92354 953858272 PURCHASING COMPANY CA 501(C)(3) 1 LOMA LINDA UNIVERSITY HEALTH 0 0 1 1 0 0 0 0 0 0 1 1 1 1 0 0 1 1 0 0 LOMA LINDA UNIVERSITY BEHAVIORAL MEDICINE CENTER B 2077478 LOMA LINDA UNIVERSITY CHILDREN'S HOSPITAL B 18212494 LOMA LINDA UNIVERSITY CHILDREN HOSPITAL FOUNDATION B 500200 LOMA LINDA UNIVERSITY HEALTH CARE C 44839196 LOMA LINDA UNIVERSITY BEHAVIORAL MEDICINE CENTER C 42263272 LOMA LINDA INLAND EMPIRE CONSORTIUM FOR HEALTHCARE EDUCATION C 22893881 LOMA LINDA UNIVERSITY MED CNTR-MURRIETA C 10698423 LOMA LINDA UNIVERSITY C 4753361 LOMA LINDA UNIVERSITY CHILDREN HOSPITAL FOUNDATION C 2800 LOMA LINDA UNIVERSITY SHARED SERVICES C 188162 LOMA LINDA UNIVERSITY SHARED SERVICES J 1298929 LOMA LINDA UNIVERSITY HEALTH CARE J 1626310 FACULTY PHYSICIANS & SURGEONS OF LLUSM J 2097085 LOMA LINDA UNIVERSITY J 371226 LOMA LINDA UNIVERSITY SHARED SERVICES K 5088867 LOMA LINDA UNIVERSITY HEALTH K 2169080 LOMA LINDA UNIVERSITY K 141734 LOMA LINDA UNIVERSITY SHARED SERVICES L 775560 LOMA LINDA INLAND EMPIRE CONSORTIUM FOR HEALTHCARE EDUCATION L 1804678 LOMA LINDA UNIVERSITY HEALTH CARE L 97616 LOMA LINDA UNIVERSITY L 2139765 FACULTY PHYSICIANS & SURGEONS OF LLUSM L 16367657 FACULTY PHYSICIANS & SURGEONS OF LLUSM M 73435564 LOMA LINDA INLAND EMPIRE CONSORTIUM FOR HEALTHCARE EDUCATION M 46189997 LOMA LINDA UNIVERSITY M 27098399 LOMA LINDA UNIVERSITY HEALTH M 672005 LOMA LINDA UNIVERSITY HEALTH M 6417646 LOMA LINDA UNIVERSITY SHARED SERVICES M 180453782 FACULTY PHYSICIANS & SURGEONS OF LLUSM P 257548 LOMA LINDA UNIVERSITY P 1165297 LOMA LINDA UNIVERSITY SHARED SERVICES P 1040406 LOMA LINDA MERCANTILE P 847393465 LOMA LINDA UNIVERSITY Q 139425 LOMA LINDA UNIVERSITY SHARED SERVICES Q 249358