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Nonprofiteer
← LOMA LINDA UNIVERSITY MEDICAL CENTER-MURRIETA

Form 990 for tax year 2024

Filed by LOMA LINDA UNIVERSITY MEDICAL CENTER-MURRIETA.

Totals

Total revenue
$372,258,181
Total expenses
$372,979,143
Contributions and grants received
$30,519,688
Grants paid
$36,360
Program services expenses (Part IX)
$283,603,930
Management and general expenses
$88,518,264
Fundraising expenses
$856,949
Program service expenses (Part III)
$283,603,930

Program services were 76.0% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Listed in Part VII

  • HART RICHARD HENRY

    PRESIDENT

    Total calculated
    $914,639
    From this org
    $0
    From related orgs
    $787,218
    Other
    $127,421
    Hours/week
    0.5 + 50 related

    Schedule J breakdown matched by us

    Base
    $0 + $662,115 related
    Bonus
    $0
    Other
    $0 + $125,103 related
    Deferred
    $0 + $46,029 related
    Nontaxable benefits
    $0 + $81,392 related
    Filer's total
    $0 + $914,639 related
  • WRIGHT TREVOR G

    CEO UNTIL 10/01/24

    Total calculated
    $1,085,884
    From this org
    $0
    From related orgs
    $940,241
    Other
    $145,643
    Hours/week
    0.5 + 35 related

    Schedule J breakdown matched by us

    Base
    $0 + $774,245 related
    Bonus
    $0
    Other
    $0 + $165,996 related
    Deferred
    $0 + $48,237 related
    Nontaxable benefits
    $0 + $97,406 related
    Filer's total
    $0 + $1,085,884 related
  • HILLIARD ANTHONY

    CEO AS OF 12/09/24

    Total calculated
    $1,239,386
    From this org
    $0
    From related orgs
    $1,138,888
    Other
    $100,498
    Hours/week
    25 + 25 related

    Schedule J breakdown matched by us

    Base
    $0 + $751,540 related
    Bonus
    $0 + $145,793 related
    Other
    $0 + $241,555 related
    Deferred
    $0 + $65,197 related
    Nontaxable benefits
    $0 + $35,301 related
    Filer's total
    $0 + $1,239,386 related
  • THURBER GARY

    TRUSTEE

    Total calculated
    $0
    Hours/week
    0.5
  • THOMAS TAMARA

    TRUSTEE, DEAN LLU SOM

    Total calculated
    $1,045,539
    From this org
    $0
    From related orgs
    $926,529
    Other
    $119,010
    Hours/week
    0.5

    Schedule J breakdown matched by us

    Base
    $0 + $652,484 related
    Bonus
    $0 + $126,215 related
    Other
    $0 + $147,830 related
    Deferred
    $0 + $48,098 related
    Nontaxable benefits
    $0 + $70,912 related
    Filer's total
    $0 + $1,045,539 related
  • TAN LAREN

    TRUSTEE

    Total calculated
    $675,014
    From this org
    $0
    From related orgs
    $627,414
    Other
    $47,600
    Hours/week
    0.5

    Schedule J breakdown matched by us

    Base
    $0 + $521,667 related
    Bonus
    $0 + $105,747 related
    Other
    $0
    Deferred
    $0 + $41,400 related
    Nontaxable benefits
    $0 + $6,200 related
    Filer's total
    $0 + $675,014 related
  • SIMMONS ELLA

    TRUSTEE

    Total calculated
    $0
    Hours/week
    0.5
  • SHIM EUNMEE

    TRUSTEE

    Total calculated
    $0
    Hours/week
    0.5
  • SCHELL RANDY

    TRUSTEE

    Total calculated
    $0
    Hours/week
    0.5
  • SARRAFIAN ZAREH

    TRUSTEE

    Total calculated
    $0
    Hours/week
    0.5
  • RUCKLE HERBERT

    TRUSTEE

    Total calculated
    $859,750
    From this org
    $0
    From related orgs
    $809,650
    Other
    $50,100
    Hours/week
    0.5

    Schedule J breakdown matched by us

    Base
    $0 + $550,000 related
    Bonus
    $0 + $238,000 related
    Other
    $0 + $21,650 related
    Deferred
    $0 + $41,400 related
    Nontaxable benefits
    $0 + $8,700 related
    Filer's total
    $0 + $859,750 related
  • MCKINNEY BARBARA

    TRUSTEE

    Total calculated
    $0
    Hours/week
    0.5
  • ROBERTS SANDRA

    TRUSTEE

    Total calculated
    $0
    Hours/week
    0.5
  • REECE ALBERT

    TRUSTEE

    Total calculated
    $0
    Hours/week
    0.5
  • PEVERINI RICARDO

    TRUSTEE

    Total calculated
    $850,100
    From this org
    $0
    From related orgs
    $802,500
    Other
    $47,600
    Hours/week
    0.5

    Schedule J breakdown matched by us

    Base
    $0 + $627,500 related
    Bonus
    $0 + $175,000 related
    Other
    $0
    Deferred
    $0 + $41,400 related
    Nontaxable benefits
    $0 + $6,200 related
    Filer's total
    $0 + $850,100 related
  • OSBORN RICHARD

    TRUSTEE

    Total calculated
    $0
    Hours/week
    0.5
  • MOORHEAD SHERYL

    TRUSTEE

    Total calculated
    $0
    Hours/week
    0.5
  • MARTIN ROBERT

    TRUSTEE

    Total calculated
    $987,441
    From this org
    $0
    From related orgs
    $939,841
    Other
    $47,600
    Hours/week
    0.5

    Schedule J breakdown matched by us

    Base
    $0 + $750,000 related
    Bonus
    $0 + $99,602 related
    Other
    $0 + $90,239 related
    Deferred
    $0 + $41,400 related
    Nontaxable benefits
    $0 + $6,200 related
    Filer's total
    $0 + $987,441 related
  • LOREDO JOSE

    TRUSTEE

    Total calculated
    $0
    Hours/week
    0.5
  • LEMON THOMAS

    TRUSTEE

    Total calculated
    $0
    Hours/week
    0.5
  • WILSON TED

    TRUSTEE

    Total calculated
    $0
    Hours/week
    0.5
  • WEHTJE RODNEY

    TRUSTEE

    Total calculated
    $0
    Hours/week
    0.5
  • CHARLES-MARCEL ZENO

    TRUSTEE

    Total calculated
    $0
    Hours/week
    0.5
  • HERRMANN PAUL

    TRUSTEE

    Total calculated
    $494,902
    From this org
    $0
    From related orgs
    $447,802
    Other
    $47,100
    Hours/week
    0.5

    Schedule J breakdown matched by us

    Base
    $0 + $348,012 related
    Bonus
    $0 + $40,668 related
    Other
    $0 + $59,122 related
    Deferred
    $0 + $41,400 related
    Nontaxable benefits
    $0 + $5,700 related
    Filer's total
    $0 + $494,902 related
  • FILLER STEVEN

    TRUSTEE

    Total calculated
    $0
    Hours/week
    0.5
  • HARRIS WAYNE

    TRUSTEE

    Total calculated
    $0
    Hours/week
    0.5
  • DOUGLAS PAUL

    TRUSTEE

    Total calculated
    $0
    Hours/week
    0.5
  • DAWES DANIEL

    TRUSTEE

    Total calculated
    $0
    Hours/week
    0.5
  • COLON WILFREDO

    TRUSTEE

    Total calculated
    $0
    Hours/week
    0.5
  • CHANG SHIRLEY

    TRUSTEE

    Total calculated
    $0
    Hours/week
    0.5
  • WILSON APRIL

    TRUSTEE

    Total calculated
    $224,313
    From this org
    $0
    From related orgs
    $196,976
    Other
    $27,337
    Hours/week
    0.5

    Schedule J breakdown matched by us

    Base
    $0 + $176,974 related
    Bonus
    $0 + $19,502 related
    Other
    $0 + $500 related
    Deferred
    $0 + $23,637 related
    Nontaxable benefits
    $0 + $3,700 related
    Filer's total
    $0 + $224,313 related
  • CHAN FRANCIS

    TRUSTEE

    Total calculated
    $521,128
    From this org
    $0
    From related orgs
    $473,528
    Other
    $47,600
    Hours/week
    0.5

    Schedule J breakdown matched by us

    Base
    $0 + $360,417 related
    Bonus
    $0 + $92,250 related
    Other
    $0 + $20,861 related
    Deferred
    $0 + $41,400 related
    Nontaxable benefits
    $0 + $6,200 related
    Filer's total
    $0 + $521,128 related
  • BRYANT G ALEXANDER

    TRUSTEE

    Total calculated
    $0
    Hours/week
    0.5
  • BEARDSLEY-HARDY LISA

    TRUSTEE

    Total calculated
    $0
    Hours/week
    0.5
  • KOHLER ERTON

    TRUSTEE

    Total calculated
    $0
    Hours/week
    0.5
  • LEMON ROBERT

    TRUSTEE

    Total calculated
    $0
    Hours/week
    0.5
  • LANDLESS PETER

    TRUSTEE

    Total calculated
    $0
    Hours/week
    0.5
  • SACRO JENNIFER

    TRUSTEE

    Total calculated
    $0
    Hours/week
    0.5
  • HENDERSON WHITNEY

    ASST CORP SECRETARY

    Total calculated
    $177,901
    From this org
    $0
    From related orgs
    $145,161
    Other
    $32,740
    Hours/week
    0.5 + 50 related

    Schedule J breakdown matched by us

    Base
    $0 + $116,784 related
    Bonus
    $0 + $13,555 related
    Other
    $0 + $14,822 related
    Deferred
    $0 + $8,555 related
    Nontaxable benefits
    $0 + $24,185 related
    Filer's total
    $0 + $177,901 related
  • JEAN-MARIE JONATHAN

    SENIOR VP ADMIN

    Total calculated
    $782,908
    From this org
    $0
    From related orgs
    $658,408
    Other
    $124,500
    Hours/week
    0.5 + 50 related

    Schedule J breakdown matched by us

    Base
    $0 + $493,512 related
    Bonus
    $0 + $96,169 related
    Other
    $0 + $68,727 related
    Deferred
    $0 + $44,134 related
    Nontaxable benefits
    $0 + $80,366 related
    Filer's total
    $0 + $782,908 related
  • HUGGINS ORLANDO

    ASST CORP SECRETARY

    Total calculated
    $216,549
    From this org
    $0
    From related orgs
    $188,546
    Other
    $28,003
    Hours/week
    0.5 + 50 related

    Schedule J breakdown matched by us

    Base
    $0 + $144,649 related
    Bonus
    $0 + $16,892 related
    Other
    $0 + $27,005 related
    Deferred
    $0 + $9,709 related
    Nontaxable benefits
    $0 + $18,294 related
    Filer's total
    $0 + $216,549 related
  • HUBBARD MARK LEE

    ASST CORP SECRETARY

    Total calculated
    $955,929
    From this org
    $0
    From related orgs
    $836,690
    Other
    $119,239
    Hours/week
    0.5 + 50 related

    Schedule J breakdown matched by us

    Base
    $0 + $586,000 related
    Bonus
    $0 + $118,108 related
    Other
    $0 + $132,582 related
    Deferred
    $0 + $46,709 related
    Nontaxable benefits
    $0 + $72,530 related
    Filer's total
    $0 + $955,929 related
  • LALAS ANGELA M

    CFO

    Total calculated
    $1,437,742
    From this org
    $0
    From related orgs
    $1,275,821
    Other
    $161,921
    Hours/week
    0.5 + 50 related

    Schedule J breakdown matched by us

    Base
    $0 + $889,446 related
    Bonus
    $0 + $212,740 related
    Other
    $0 + $173,635 related
    Deferred
    $0 + $53,125 related
    Nontaxable benefits
    $0 + $108,796 related
    Filer's total
    $0 + $1,437,742 related
  • HANNA MYRNA LEE

    CORP SECRETARY

    Total calculated
    $214,797
    From this org
    $0
    From related orgs
    $187,589
    Other
    $27,208
    Hours/week
    0.5 + 50 related

    Schedule J breakdown matched by us

    Base
    $0 + $146,097 related
    Bonus
    $0 + $17,303 related
    Other
    $0 + $24,189 related
    Deferred
    $0 + $9,546 related
    Nontaxable benefits
    $0 + $17,662 related
    Filer's total
    $0 + $214,797 related
  • EDWARDS LYNDON

    COO

    Total calculated
    $1,174,871
    From this org
    $0
    From related orgs
    $1,027,232
    Other
    $147,639
    Hours/week
    0.5 + 25 related

    Schedule J breakdown matched by us

    Base
    $0 + $735,869 related
    Bonus
    $0 + $150,346 related
    Other
    $0 + $141,017 related
    Deferred
    $0 + $49,436 related
    Nontaxable benefits
    $0 + $98,203 related
    Filer's total
    $0 + $1,174,871 related
  • SODERBLOM ALAN

    SVP FINANCE

    Total calculated
    $772,912
    From this org
    $0
    From related orgs
    $651,657
    Other
    $121,255
    Hours/week
    0.5 + 25 related

    Schedule J breakdown matched by us

    Base
    $0 + $510,923 related
    Bonus
    $0 + $60,577 related
    Other
    $0 + $80,157 related
    Deferred
    $0 + $44,037 related
    Nontaxable benefits
    $0 + $77,218 related
    Filer's total
    $0 + $772,912 related
  • STAPLES-EVANS HELEN

    SVP PATIENT SERVICES

    Total calculated
    $947,140
    From this org
    $0
    From related orgs
    $835,204
    Other
    $111,936
    Hours/week
    0.5 + 33 related

    Schedule J breakdown matched by us

    Base
    $0 + $593,869 related
    Bonus
    $0 + $115,715 related
    Other
    $0 + $125,620 related
    Deferred
    $0 + $46,743 related
    Nontaxable benefits
    $0 + $65,193 related
    Filer's total
    $0 + $947,140 related
  • MATUS SARAH

    VP HOSPITAL OPERATIONS

    Total calculated
    $499,584
    From this org
    $0
    From related orgs
    $421,439
    Other
    $78,145
    Hours/week
    0.5 + 25 related

    Schedule J breakdown matched by us

    Base
    $0 + $320,885 related
    Bonus
    $0 + $47,014 related
    Other
    $0 + $53,540 related
    Deferred
    $0 + $40,720 related
    Nontaxable benefits
    $0 + $37,425 related
    Filer's total
    $0 + $499,584 related
  • LUND JOSHUA

    CHIEF OF SUPPLY CHAIN

    Total calculated
    $313,490
    From this org
    $0
    From related orgs
    $277,009
    Other
    $36,481
    Hours/week
    25 + 25 related

    Schedule J breakdown matched by us

    Base
    $0 + $208,853 related
    Bonus
    $0 + $35,408 related
    Other
    $0 + $32,748 related
    Deferred
    $0 + $12,181 related
    Nontaxable benefits
    $0 + $24,300 related
    Filer's total
    $0 + $313,490 related
  • SECOR LUCAS

    VP REVENUE CYCLE

    Total calculated
    $526,640
    From this org
    $0
    From related orgs
    $431,997
    Other
    $94,643
    Hours/week
    25 + 25 related

    Schedule J breakdown matched by us

    Base
    $0 + $338,246 related
    Bonus
    $0 + $47,677 related
    Other
    $0 + $46,074 related
    Deferred
    $0 + $40,927 related
    Nontaxable benefits
    $0 + $53,716 related
    Filer's total
    $0 + $526,640 related
  • ROBINSON DENISE

    CNO

    Total calculated
    $545,305
    From this org
    $0
    From related orgs
    $456,382
    Other
    $88,923
    Hours/week
    0.5

    Schedule J breakdown matched by us

    Base
    $0 + $347,769 related
    Bonus
    $0 + $49,904 related
    Other
    $0 + $58,709 related
    Deferred
    $0 + $41,281 related
    Nontaxable benefits
    $0 + $47,642 related
    Filer's total
    $0 + $545,305 related
  • SCHULTZ ERIC

    VP CONSTRUCTION

    Total calculated
    $478,712
    From this org
    $0
    From related orgs
    $377,337
    Other
    $101,375
    Hours/week
    0.5

    Schedule J breakdown matched by us

    Base
    $0 + $304,750 related
    Bonus
    $0 + $45,225 related
    Other
    $0 + $27,362 related
    Deferred
    $0 + $40,059 related
    Nontaxable benefits
    $0 + $61,316 related
    Filer's total
    $0 + $478,712 related
  • LANG KEVIN

    VP CONTRACTING

    Total calculated
    $655,658
    From this org
    $0
    From related orgs
    $548,858
    Other
    $106,800
    Hours/week
    0.5

    Schedule J breakdown matched by us

    Base
    $0 + $419,000 related
    Bonus
    $0 + $63,392 related
    Other
    $0 + $66,466 related
    Deferred
    $0 + $42,573 related
    Nontaxable benefits
    $0 + $64,227 related
    Filer's total
    $0 + $655,658 related
  • NORTON LIZETTE

    VP HRM

    Total calculated
    $503,404
    From this org
    $0
    From related orgs
    $419,416
    Other
    $83,988
    Hours/week
    0.5

    Schedule J breakdown matched by us

    Base
    $0 + $258,314 related
    Bonus
    $0 + $48,110 related
    Other
    $0 + $112,992 related
    Deferred
    $0 + $40,684 related
    Nontaxable benefits
    $0 + $43,304 related
    Filer's total
    $0 + $503,404 related
  • TOVAR RENE

    AVP CLINICAL OPERATIONS

    Total calculated
    $327,674
    From this org
    $315,618
    From related orgs
    $0
    Other
    $12,056
    Hours/week
    0.5

    Schedule J breakdown matched by us

    Base
    $245,537
    Bonus
    $40,520
    Other
    $29,561
    Deferred
    $12,056
    Nontaxable benefits
    $0
    Filer's total
    $327,674
  • BOOTHBY ROBERT L

    EXEC DIR-INPATIENT SVCS

    Total calculated
    $188,015
    From this org
    $177,715
    From related orgs
    $0
    Other
    $10,300
    Hours/week
    0.5

    Schedule J breakdown matched by us

    Base
    $136,452
    Bonus
    $17,048
    Other
    $24,215
    Deferred
    $10,300
    Nontaxable benefits
    $0
    Filer's total
    $188,015
  • HANSEN KENT

    GENERAL COUNSEL

    Total calculated
    $1,035,784
    From this org
    $0
    From related orgs
    $914,488
    Other
    $121,296
    Hours/week
    0.5

    Schedule J breakdown matched by us

    Base
    $0 + $650,416 related
    Bonus
    $0 + $127,254 related
    Other
    $0 + $136,818 related
    Deferred
    $0 + $47,923 related
    Nontaxable benefits
    $0 + $73,373 related
    Filer's total
    $0 + $1,035,784 related
  • DOROTTA IHAB

    CHIEF OF QUALITY & CLIN. OPS

    Total calculated
    $945,806
    From this org
    $0
    From related orgs
    $896,206
    Other
    $49,600
    Hours/week
    0.5

    Schedule J breakdown matched by us

    Base
    $0 + $583,000 related
    Bonus
    $0 + $232,316 related
    Other
    $0 + $80,890 related
    Deferred
    $0 + $41,400 related
    Nontaxable benefits
    $0 + $8,200 related
    Filer's total
    $0 + $945,806 related
  • COTTON ADRIAN

    CHIEF OF MEDICAL OPS

    Total calculated
    $491,890
    From this org
    $0
    From related orgs
    $444,290
    Other
    $47,600
    Hours/week
    0.5

    Schedule J breakdown matched by us

    Base
    $0 + $360,000 related
    Bonus
    $0 + $80,000 related
    Other
    $0 + $4,290 related
    Deferred
    $0 + $41,400 related
    Nontaxable benefits
    $0 + $6,200 related
    Filer's total
    $0 + $491,890 related
  • BUSSELL RACHELLE

    SVP ADVANCEMENT

    Total calculated
    $805,847
    From this org
    $0
    From related orgs
    $703,227
    Other
    $102,620
    Hours/week
    0.5

    Schedule J breakdown matched by us

    Base
    $0 + $504,793 related
    Bonus
    $0 + $96,585 related
    Other
    $0 + $101,849 related
    Deferred
    $0 + $44,860 related
    Nontaxable benefits
    $0 + $57,760 related
    Filer's total
    $0 + $805,847 related
  • VINH LONG

    DIRECTOR-PHARMACY

    Total calculated
    $302,206
    From this org
    $285,287
    From related orgs
    $0
    Other
    $16,919
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $225,772
    Bonus
    $22,251
    Other
    $37,264
    Deferred
    $16,919
    Nontaxable benefits
    $0
    Filer's total
    $302,206
  • KELECHI OGWUEGBU

    CHARGE NURSE-INPATIENT

    Total calculated
    $226,398
    From this org
    $217,527
    From related orgs
    $0
    Other
    $8,871
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $209,255
    Bonus
    $200
    Other
    $8,072
    Deferred
    $8,871
    Nontaxable benefits
    $0
    Filer's total
    $226,398
  • BUTLER KRISTIN

    DIRECTOR-EMERGENCY SVS

    Total calculated
    $247,834
    From this org
    $233,398
    From related orgs
    $0
    Other
    $14,436
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $183,837
    Bonus
    $21,813
    Other
    $27,748
    Deferred
    $14,236
    Nontaxable benefits
    $200
    Filer's total
    $247,834
  • BROOKS STEVEN

    AVP-FINANCE

    Total calculated
    $223,566
    From this org
    $217,464
    From related orgs
    $0
    Other
    $6,102
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $174,273
    Bonus
    $18,871
    Other
    $24,320
    Deferred
    $6,102
    Nontaxable benefits
    $0
    Filer's total
    $223,566
  • ARELLANO JASON T

    RN-OR/SURGERY

    Total calculated
    $269,305
    From this org
    $251,960
    From related orgs
    $0
    Other
    $17,345
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $234,092
    Bonus
    $200
    Other
    $17,668
    Deferred
    $17,345
    Nontaxable benefits
    $0
    Filer's total
    $269,305

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 · Travel for companions
  • 1a · Tax indemnification and gross-up payments
  • 1b · Written policy on the line-1a expenses
  • 2 · Substantiation required before reimbursing expenses
  • 3 · Compensation committee
  • 3 · Independent compensation consultant
  • 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 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: - NONE NET FLEX PLAN CREDITS PAID TO EMPLOYEE IN CASH: - HART, RICHARD HENRY: 104,428 - MATUS, SARAH: 41,849 - HUBBARD, MARK LEE: 89,889 - LALAS, ANGELA M: 158,993 - SECOR, LUCAS: 32,048 - SODERBLOM, ALAN B.: 61,920 - ROBINSON, MAVIS: 37,676 - WRIGHT, TREVOR: 143,593 - THOMAS, TAMARA: 99,465 - STAPLES-EVANS, HELEN: 89,810 - EDWARDS, LYNDON: 103,185 - JEAN-MARIE, JONATHAN: 50,330 - HILLIARD, ANTHONY: 37,369 TAX INDEMNIFICATION AND GROSS-UP PAYMENTS: - HART, RICHARD HENRY: 4,678 - HILLIARD, ANTHONY: 187 - HUBBARD, MARK LEE: 12,119 - LALAS, ANGELA M.: 1,942 - SECOR, LUCAS: 735 - SODERBLOM, ALAN B.: 3,287 - ROBINSON, MAVIS: 4,616 - WRIGHT, TREVOR: 6,492 - THOMAS, TAMARA: 10,557 - MATUS, SARAH: 448 - STAPLES-EVANS, HELEN: 8,099 - EDWARDS, LYNDON: 8,164 - JEAN-MARIE, JONATHAN: 1,034 TRAVEL FOR COMPANIONS: -NONE EMPLOYER CONTRIBUTIONS/PAYMENTS FOR ELECTIVE BENEFITS (INCLUDES VESTED AND FORFEITED BENEFITS FUNDED IN PRIOR YEARS): - NONE SEVERANCE PAYMENTS; - NORTON, LIZETTE: 76,282
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

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
11 May 2026
IRS schema version
2024v5.5
Source object
202601349349304075

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