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Nonprofiteer
← LOMA LINDA UNIVERSITY SHARED SERVICES

Form 990 for tax year 2023

Filed by LOMA LINDA UNIVERSITY SHARED SERVICES.

This return was superseded by a later amendment. matched by us It is kept because history is preserved rather than replaced.

What the amendment changed

Compared with the latest return for 2023 , filed 12 March 2026. matched by us Only the Part I totals and the names listed in Part VII are compared. We relate returns by organization, tax year and form, and order them by each return's own timestamp; the filer's own "amended return" checkbox is a separate fact.

Both are the same on the two returns, so the amendment changed something else.

Totals

Total revenue
$340,062,224
Total expenses
$340,006,765
Contributions and grants received
$0
Grants paid
$917,122
Program services expenses (Part IX)
$170,150,016
Management and general expenses
$148,150,307
Fundraising expenses
$21,706,442
Program service expenses (Part III)
$170,150,016

Program services were 50.0% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Listed in Part VII

  • BUSSELL RACHELLE

    SVP ADVANCEMENT

    Total calculated
    $704,451
    From this org
    $0
    From related orgs
    $601,022
    Other
    $103,429
    Hours/week
    1 + 39 related

    Schedule J breakdown matched by us

    Base
    $0 + $475,961 related
    Bonus
    $0 + $43,650 related
    Other
    $0 + $81,411 related
    Deferred
    $0 + $41,798 related
    Nontaxable benefits
    $0 + $61,631 related
    Filer's total
    $0 + $704,451 related

  • LALAS ANGELA M

    CFO

    Total calculated
    $1,231,231
    From this org
    $0
    From related orgs
    $1,081,663
    Other
    $149,568
    Hours/week
    8 + 32 related

    Schedule J breakdown matched by us

    Base
    $0 + $823,500 related
    Bonus
    $0 + $96,125 related
    Other
    $0 + $162,038 related
    Deferred
    $0 + $48,680 related
    Nontaxable benefits
    $0 + $100,888 related
    Filer's total
    $0 + $1,231,231 related

  • HUBBARD MARK L

    SVP RISK MGMT

    Total calculated
    $835,244
    From this org
    $0
    From related orgs
    $722,846
    Other
    $112,398
    Hours/week
    4 + 36 related

    Schedule J breakdown matched by us

    Base
    $0 + $552,115 related
    Bonus
    $0 + $53,350 related
    Other
    $0 + $117,381 related
    Deferred
    $0 + $43,508 related
    Nontaxable benefits
    $0 + $68,890 related
    Filer's total
    $0 + $835,244 related

  • NEAL RODNEY D

    LLU SVP FINANCE

    Total calculated
    $525,895
    From this org
    $0
    From related orgs
    $428,735
    Other
    $97,160
    Hours/week
    1 + 39 related

    Schedule J breakdown matched by us

    Base
    $0 + $358,554 related
    Bonus
    $0 + $24,413 related
    Other
    $0 + $45,768 related
    Deferred
    $0 + $39,264 related
    Nontaxable benefits
    $0 + $57,896 related
    Filer's total
    $0 + $525,895 related

  • MARTIN ROBERT

    LLUFMG CFO

    Total calculated
    $1,285,632
    From this org
    $0
    From related orgs
    $1,238,832
    Other
    $46,800
    Hours/week
    1 + 39 related

    Schedule J breakdown matched by us

    Base
    $0 + $765,000 related
    Bonus
    $0 + $413,752 related
    Other
    $0 + $60,080 related
    Deferred
    $0 + $39,600 related
    Nontaxable benefits
    $0 + $7,200 related
    Filer's total
    $0 + $1,285,632 related

  • WRIGHT TREVOR G

    CEO

    Total calculated
    $1,416,628
    From this org
    $0
    From related orgs
    $1,248,029
    Other
    $168,599
    Hours/week
    1 + 39 related

    Schedule J breakdown matched by us

    Base
    $0 + $931,154 related
    Bonus
    $0 + $130,875 related
    Other
    $0 + $186,000 related
    Deferred
    $0 + $51,144 related
    Nontaxable benefits
    $0 + $117,455 related
    Filer's total
    $0 + $1,416,628 related

  • THOMAS TAMARA

    EVP MEDICAL AFFAIRS

    Total calculated
    $863,202
    From this org
    $0
    From related orgs
    $754,825
    Other
    $108,377
    Hours/week
    1 + 39 related

    Schedule J breakdown matched by us

    Base
    $0 + $621,923 related
    Bonus
    $0
    Other
    $0 + $132,902 related
    Deferred
    $0 + $44,030 related
    Nontaxable benefits
    $0 + $64,347 related
    Filer's total
    $0 + $863,202 related

  • SODERBLOM ALAN

    SVP HOSPITAL FINANCE

    Total calculated
    $707,799
    From this org
    $0
    From related orgs
    $593,481
    Other
    $114,318
    Hours/week
    1 + 39 related

    Schedule J breakdown matched by us

    Base
    $0 + $471,904 related
    Bonus
    $0 + $50,338 related
    Other
    $0 + $71,239 related
    Deferred
    $0 + $41,653 related
    Nontaxable benefits
    $0 + $72,665 related
    Filer's total
    $0 + $707,799 related

  • CARTER RONALD L

    SVP ED. AFFAIRS/PROVOST

    Total calculated
    $468,390
    From this org
    $0
    From related orgs
    $393,618
    Other
    $74,772
    Hours/week
    1 + 39 related

    Schedule J breakdown matched by us

    Base
    $0 + $347,088 related
    Bonus
    $0
    Other
    $0 + $46,530 related
    Deferred
    $0 + $23,196 related
    Nontaxable benefits
    $0 + $51,576 related
    Filer's total
    $0 + $468,390 related

  • PEVERINI RICARDO L

    SVP CLINICAL FACULTY

    Total calculated
    $790,800
    From this org
    $0
    From related orgs
    $745,000
    Other
    $45,800
    Hours/week
    1 + 39 related

    Schedule J breakdown matched by us

    Base
    $0 + $495,000 related
    Bonus
    $0 + $250,000 related
    Other
    $0
    Deferred
    $0 + $39,600 related
    Nontaxable benefits
    $0 + $6,200 related
    Filer's total
    $0 + $790,800 related

  • HART RICHARD H

    CHAIR

    Total calculated
    $850,190
    From this org
    $0
    From related orgs
    $731,774
    Other
    $118,416
    Hours/week
    1 + 39 related

    Schedule J breakdown matched by us

    Base
    $0 + $615,138 related
    Bonus
    $0
    Other
    $0 + $116,636 related
    Deferred
    $0 + $43,682 related
    Nontaxable benefits
    $0 + $74,734 related
    Filer's total
    $0 + $850,190 related

  • EDWARDS LYNDON

    COO

    Total calculated
    $1,026,127
    From this org
    $0
    From related orgs
    $889,197
    Other
    $136,930
    Hours/week
    1 + 39 related

    Schedule J breakdown matched by us

    Base
    $0 + $678,300 related
    Bonus
    $0 + $80,375 related
    Other
    $0 + $130,522 related
    Deferred
    $0 + $45,904 related
    Nontaxable benefits
    $0 + $91,026 related
    Filer's total
    $0 + $1,026,127 related

  • NDLELAEMILY

    VP-FP&A

    Total calculated
    $366,723
    From this org
    $0
    From related orgs
    $294,992
    Other
    $71,731
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $0 + $252,539 related
    Bonus
    $0 + $17,588 related
    Other
    $0 + $24,865 related
    Deferred
    $0 + $34,580 related
    Nontaxable benefits
    $0 + $37,151 related
    Filer's total
    $0 + $366,723 related

  • HANNA MYRNA L

    CORP SECRETARY

    Total calculated
    $222,791
    From this org
    $182,653
    From related orgs
    $0
    Other
    $40,138
    Hours/week
    1 + 39 related

    Schedule J breakdown matched by us

    Base
    $152,037
    Bonus
    $12,240
    Other
    $18,376
    Deferred
    $22,834
    Nontaxable benefits
    $17,304
    Filer's total
    $222,791

  • LANG KEVIN

    VP CONTRACTING

    Total calculated
    $584,144
    From this org
    $0
    From related orgs
    $485,265
    Other
    $98,879
    Hours/week
    1 + 39 related

    Schedule J breakdown matched by us

    Base
    $0 + $394,000 related
    Bonus
    $0 + $29,150 related
    Other
    $0 + $62,115 related
    Deferred
    $0 + $40,108 related
    Nontaxable benefits
    $0 + $58,771 related
    Filer's total
    $0 + $584,144 related

  • MOWERY LEW

    VP FINANCE

    Total calculated
    $462,566
    From this org
    $0
    From related orgs
    $370,263
    Other
    $92,303
    Hours/week
    5 + 35 related

    Schedule J breakdown matched by us

    Base
    $0 + $306,731 related
    Bonus
    $0 + $21,075 related
    Other
    $0 + $42,457 related
    Deferred
    $0 + $38,416 related
    Nontaxable benefits
    $0 + $53,887 related
    Filer's total
    $0 + $462,566 related

  • NORTON LIZETTE

    VP HRM ADMIN.

    Total calculated
    $450,131
    From this org
    $0
    From related orgs
    $363,042
    Other
    $87,089
    Hours/week
    1 + 39 related

    Schedule J breakdown matched by us

    Base
    $0 + $299,000 related
    Bonus
    $0 + $21,750 related
    Other
    $0 + $42,292 related
    Deferred
    $0 + $38,321 related
    Nontaxable benefits
    $0 + $48,768 related
    Filer's total
    $0 + $450,131 related

  • SCHILT ERIC

    VP CONSTRUCTION

    Total calculated
    $425,520
    From this org
    $0
    From related orgs
    $331,471
    Other
    $94,049
    Hours/week
    39 + 1 related

    Schedule J breakdown matched by us

    Base
    $0 + $286,404 related
    Bonus
    $0 + $20,438 related
    Other
    $0 + $24,629 related
    Deferred
    $0 + $37,854 related
    Nontaxable benefits
    $0 + $56,195 related
    Filer's total
    $0 + $425,520 related

  • OFT DARYL L

    VP BUSINESS DEV.

    Total calculated
    $539,567
    From this org
    $0
    From related orgs
    $452,450
    Other
    $87,117
    Hours/week
    2 + 38 related

    Schedule J breakdown matched by us

    Base
    $0 + $372,308 related
    Bonus
    $0 + $25,613 related
    Other
    $0 + $54,529 related
    Deferred
    $0 + $39,675 related
    Nontaxable benefits
    $0 + $47,442 related
    Filer's total
    $0 + $539,567 related

  • NELSON GREG N

    EXEC. DIR-INVESTMENTS

    Total calculated
    $263,048
    From this org
    $202,442
    From related orgs
    $0
    Other
    $60,606
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $177,444
    Bonus
    $200
    Other
    $24,798
    Deferred
    $50,862
    Nontaxable benefits
    $9,744
    Filer's total
    $263,048

  • FISCHER KEVIN L

    EXEC DIR-RE SERVICES

    Total calculated
    $246,823
    From this org
    $204,389
    From related orgs
    $0
    Other
    $42,434
    Hours/week
    1 + 39 related

    Schedule J breakdown matched by us

    Base
    $172,682
    Bonus
    $9,931
    Other
    $21,776
    Deferred
    $25,130
    Nontaxable benefits
    $17,304
    Filer's total
    $246,823

  • CASTILLO JRRAUL E

    VP-RISK MANAGER

    Total calculated
    $402,464
    From this org
    $0
    From related orgs
    $314,659
    Other
    $87,805
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $0 + $276,242 related
    Bonus
    $0 + $16,236 related
    Other
    $0 + $22,181 related
    Deferred
    $0 + $34,134 related
    Nontaxable benefits
    $0 + $53,671 related
    Filer's total
    $0 + $402,464 related

  • ZIRKELBACH MARK

    CIO

    Total calculated
    $645,240
    From this org
    $583,057
    From related orgs
    $0
    Other
    $62,183
    Hours/week
    39 + 1 related

    Schedule J breakdown matched by us

    Base
    $479,065
    Bonus
    $41,139
    Other
    $62,853
    Deferred
    $44,879
    Nontaxable benefits
    $17,304
    Filer's total
    $645,240

  • CHERRINGTONARAMIS K

    EXEC DIRECTOR-ACCESS CENTE

    Total calculated
    $290,847
    From this org
    $259,199
    From related orgs
    $0
    Other
    $31,648
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $206,271
    Bonus
    $0
    Other
    $52,928
    Deferred
    $21,082
    Nontaxable benefits
    $10,566
    Filer's total
    $290,847

  • FINEGAN-REDELL ANNA

    EXEC. DIRECTOR-APPLIC SVC

    Total calculated
    $274,868
    From this org
    $228,342
    From related orgs
    $0
    Other
    $46,526
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $184,670
    Bonus
    $15,274
    Other
    $28,398
    Deferred
    $22,886
    Nontaxable benefits
    $23,640
    Filer's total
    $274,868

  • LUND JOSHUA S

    AVP SUPPLY CHAIN

    Total calculated
    $275,080
    From this org
    $230,181
    From related orgs
    $0
    Other
    $44,899
    Hours/week
    1 + 39 related

    Schedule J breakdown matched by us

    Base
    $190,784
    Bonus
    $11,225
    Other
    $28,172
    Deferred
    $21,259
    Nontaxable benefits
    $23,640
    Filer's total
    $275,080

  • HANSEN KENT

    GENERAL COUNSEL

    Total calculated
    $927,285
    From this org
    $0
    From related orgs
    $816,725
    Other
    $110,560
    Hours/week
    1 + 39 related

    Schedule J breakdown matched by us

    Base
    $0 + $627,211 related
    Bonus
    $0 + $57,500 related
    Other
    $0 + $132,014 related
    Deferred
    $0 + $44,957 related
    Nontaxable benefits
    $0 + $65,603 related
    Filer's total
    $0 + $927,285 related

  • JOHNSTON CHRISTIAN W

    ASST GENERAL COUNSEL

    Total calculated
    $498,019
    From this org
    $0
    From related orgs
    $407,858
    Other
    $90,161
    Hours/week
    1 + 39 related

    Schedule J breakdown matched by us

    Base
    $0 + $341,423 related
    Bonus
    $0 + $16,000 related
    Other
    $0 + $50,435 related
    Deferred
    $0 + $38,997 related
    Nontaxable benefits
    $0 + $51,164 related
    Filer's total
    $0 + $498,019 related

  • KIM JOSEPH JI HOON

    LEGAL COUNSEL

    Total calculated
    $389,403
    From this org
    $0
    From related orgs
    $300,567
    Other
    $88,836
    Hours/week
    1 + 39 related

    Schedule J breakdown matched by us

    Base
    $0 + $266,969 related
    Bonus
    $0 + $12,550 related
    Other
    $0 + $21,048 related
    Deferred
    $0 + $35,041 related
    Nontaxable benefits
    $0 + $53,795 related
    Filer's total
    $0 + $389,403 related

  • HANSONMELANIE LYNN

    EXEC DIR.-BUSMGMTSOLUT

    Total calculated
    $295,529
    From this org
    $248,866
    From related orgs
    $0
    Other
    $46,663
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $193,631
    Bonus
    $12,232
    Other
    $43,003
    Deferred
    $29,359
    Nontaxable benefits
    $17,304
    Filer's total
    $295,529

  • GLISSON JRWILLIAM CALVIN

    DIRECTOR-RADIATION SAFETY

    Total calculated
    $560,990
    From this org
    $246,270
    From related orgs
    $0
    Other
    $314,720
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $204,451
    Bonus
    $12,253
    Other
    $29,566
    Deferred
    $291,080
    Nontaxable benefits
    $23,640
    Filer's total
    $560,990

  • HODGKINSMARIE ELIZABETH

    EXEC DIRECTOR-STAFFING NETWORK

    Total calculated
    $328,220
    From this org
    $278,651
    From related orgs
    $0
    Other
    $49,569
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $212,142
    Bonus
    $22,321
    Other
    $44,188
    Deferred
    $31,190
    Nontaxable benefits
    $18,379
    Filer's total
    $328,220

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 — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.

Schedule J

Answered yes

  • 1a · Tax indemnification and gross-up payments
  • 1a · Housing allowance or residence for personal use
  • 1b · Written policy on the line-1a expenses
  • 2 · Substantiation required before reimbursing expenses
  • 3 · Compensation committee
  • 3 · Compensation survey or study
  • 3 · Approval by the board or compensation committee
  • 4b · Supplemental nonqualified retirement plan
  • 6b · Pay contingent on a related organization's net earnings

Answered no

  • 4a · Severance or change-of-control payment
  • 4c · Equity-based compensation arrangement
  • 5a · Pay contingent on this organization's revenues
  • 5b · Pay contingent on a related organization's revenues
  • 6a · Pay contingent on this organization's net earnings
  • 7 · Other non-fixed payments
  • 8 · Paid under the initial-contract exception

The filer's explanations (Part III)

PART I, LINE 1A
LOMA LINDA UNIVERSITY SHARED SERVICES (LLUSS) 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. LLUSS' 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
LLUSS DID NOT PROVIDE ANY COMPENSATION TO ITS TOP MANAGEMENT OFFICIAL.
PART I, LINE 4B
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: - BUSSELL, RACHELLE: 58,808 - EDWARDS, LYNDON C: 103,185 - HANSEN, KENT: 105,543 - HART, RICHARD HENRY: 96,162 - HUBBARD, MARK L: 79,999 - LALAS, ANGELA M.: 147,285 - NEAL, RODNEY: 22,484 - NDLELA, EMILY: 12,285 TAX INDEMNIFICATION AND GROSS-UP PAYMENTS: - BUSSELL, RACHELLE: 5,220 - EDWARDS, LYNDON C: 7,790 - HART, RICHARD HENRY: 4,678 - HUBBARD, MARK LEE: 12,120 - LALAS, ANGELA M.: 1,942 - NDLELA, EMILY: 747 - NEAL, RODNEY: 5,726 TRAVEL FOR COMPANIONS: -LALAS, ANGELA: 311 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.

Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.

Grants on this return

The 10 largest by cash amount. The API serves every itemized grant.

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
2023
Filed
15 January 2026
IRS schema version
2023v6.0
Source object
202620159349301857

Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.

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