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← LOMA LINDA UNIVERSITY WORKERS COMPENSATION SELF INSURANCE TRUST

Form 990 for tax year 2024

Filed by LOMA LINDA UNIVERSITY WORKERS COMPENSATION SELF INSURANCE TRUST.

Totals

Total revenue
$96,926
Total expenses
$23,549
Contributions and grants received
$0
Grants paid
$0
Program service revenue
$0
Investment income
$96,926
Other revenue
$0
Total assets, end of year
$3,381,076
Total liabilities, end of year
$0
Net assets or fund balances, end of year
$3,381,076
Program services expenses (Part IX)
$8,315
Management and general expenses
$15,234
Fundraising expenses
$0
Program service expenses (Part III)
$8,315

Program services were 35.3% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Line items

Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.

Revenue

Part VIII, the statement of revenue.

  • 3 · Investment income

    total $116,329 · excluded $116,329

  • 7a · Gross sales of assets other than inventory

    securities $78,956

  • 7b · Less cost or other basis and sales expenses

    securities $98,359

  • 7c · Gain or loss

    securities -$19,403

  • 7d · Net gain or loss

    total -$19,403 · excluded -$19,403

  • 11a · Other revenue: EXCISE TAX REFUNDS - 2008 & 2009

Functional expenses

Part IX, the statement of functional expenses.

  • 5 · Compensation of officers, directors and key employees

    total $19,538 · program services $7,815 · management and general $11,723

  • 11c · Fees: accounting

    total $1,250 · program services $500 · management and general $750

  • 24a · Other expenses: ALLOCABLE EXPENSES - CTF

    total $2,761 · management and general $2,761

Balance sheet

Part X, book values.

  • 2 · Savings and temporary cash investments

    beginning of year $143,706 · end of year $111,606

  • 11 · Investments: publicly traded securities

    beginning of year $3,164,691 · end of year $3,269,470

  • 29 · Capital stock, trust principal or current funds

    beginning of year $3,308,397 · end of year $3,381,076

Mission and programs · 2024

Mission

PROVIDE LOMA LINDA UNIVERSITY (PARENT ORGANIZATION) THE MEANS OF MAINTAINING A SELF-INSURANCE PROGRAM FOR WORKERS' COMPENSATION FOR THE AFFILIATED NON-PROFIT HOSPITAL, LLU ADVENTIST HEALTH SCIENCES CENTER

  • TRUSTEE FEES AND TAX PREPARATION FEE ALLOCATED TO PROGRAM SERVICES

    Expenses $8,315

As filed on the 2024 return.

Listed in Part VII

  • Bank Of America Na

    TRUSTEE

    Total calculated
    $19,538
    From this org
    $19,538
    From related orgs
    $0
    Other
    $0
    Hours/week
    1

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those.

Grants on this return

No itemized grants to organizations on this return.

Related organizations on this return

Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.

Provenance

Return type
form_990
Tax year
2024
Filed
27 March 2025
IRS schema version
2024v5.1
Source object
202540869349301459

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