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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This return was superseded by a later amendment.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 service revenue
$340,002,957
Investment income
$59,267
Other revenue
$0
Total assets, end of year
$273,393,487
Total liabilities, end of year
$265,891,297
Net assets or fund balances, end of year
$7,502,190
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.

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.

  • 2a · Program service revenue: ASSESSMENT FEES

    total $340,002,957 · related or exempt $340,002,957

  • 3 · Investment income

    total $59,267 · excluded $59,267

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $917,122 · program services $917,122

  • 5 · Compensation of officers, directors and key employees

    total $6,152,652 · management and general $5,395,880 · fundraising $756,772

  • 7 · Other salaries and wages

    total $139,006,805 · program services $68,847,612 · management and general $61,876,175 · fundraising $8,283,018

  • 8 · Pension plan contributions

    total $8,417,075 · program services $4,177,452 · management and general $3,736,067 · fundraising $503,556

  • 9 · Other employee benefits

    total $50,708,990 · program services $24,131,773 · management and general $23,476,843 · fundraising $3,100,374

  • 10 · Payroll taxes

    total $13,523,032 · program services $7,310,036 · management and general $5,482,769 · fundraising $730,227

  • 11a · Fees: management

    total $9,120,985 · program services $5,424,578 · management and general $3,696,407

  • 11b · Fees: legal

    total $651,063 · management and general $650,904 · fundraising $159

  • 11c · Fees: accounting

    total $30,020 · management and general $30,020

  • 11g · Fees: other

    total $22,771,267 · program services $8,913,078 · management and general $12,933,477 · fundraising $924,712

  • 12 · Advertising and promotion

    total $4,934,805 · program services $47,594 · management and general $125,289 · fundraising $4,761,922

  • 13 · Office expenses

    total $4,465,592 · program services $3,943,612 · management and general $417,265 · fundraising $104,715

  • 14 · Information technology

    total $43,969,650 · program services $33,185,150 · management and general $9,831,798 · fundraising $952,702

  • 16 · Occupancy

    total $9,588,690 · program services $5,196,283 · management and general $3,588,443 · fundraising $803,964

  • 17 · Travel

    total $647,896 · program services $299,626 · management and general $218,209 · fundraising $130,061

  • 19 · Conferences, conventions and meetings

    total $318,941 · program services $212,094 · management and general $92,882 · fundraising $13,965

  • 20 · Interest

    total $5,797,428 · program services $170,949 · management and general $5,626,459 · fundraising $20

  • 22 · Depreciation, depletion and amortization

    total $8,998,440 · program services $1,007,958 · management and general $7,969,387 · fundraising $21,095

  • 23 · Insurance

    total $1,514,999 · management and general $1,440,095 · fundraising $74,904

  • 24a · Other expenses: SUPPLIES

    total $5,078,485 · program services $3,752,533 · management and general $899,151 · fundraising $426,801

  • 24b · Other expenses: OTHER EXPENSES

    total $2,877,434 · program services $2,337,473 · management and general $488,461 · fundraising $51,500

  • 24c · Other expenses: DUES & SUBSCRIPTIONS

    total $338,986 · program services $119,997 · management and general $156,462 · fundraising $62,527

  • 24d · Other expenses: GRANTS LESS THAN $5,000

    total $112,346 · program services $112,346

  • 24e · All other expenses

    total $64,062 · program services $42,750 · management and general $17,864 · fundraising $3,448

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $48,626 · end of year $1,566,635

  • 4 · Accounts receivable

    beginning of year $121,229,276 · end of year $102,949,253

  • 8 · Inventories for sale or use

    beginning of year $2,020,000 · end of year $2,168,506

  • 9 · Prepaid expenses and deferred charges

    beginning of year $17,226,319 · end of year $26,922,786

  • 10a · Land, buildings and equipment: cost or other basis

    $226,134,646

  • 10b · Land, buildings and equipment: accumulated depreciation

    $91,836,503

  • 10c · Land, buildings and equipment, net

    beginning of year $143,425,880 · end of year $134,298,143

  • 15 · Other assets

    beginning of year $6,722,454 · end of year $5,488,164

  • 17 · Accounts payable and accrued expenses

    beginning of year $167,226,288 · end of year $153,216,738

  • 19 · Deferred revenue

    beginning of year $1,508,013 · end of year $2,326,946

  • 23 · Secured mortgages and notes payable

    beginning of year $30,880,550 · end of year $38,597,839

  • 25 · Other liabilities

    beginning of year $84,810,938 · end of year $71,749,774

  • 27 · Net assets without donor restrictions

    beginning of year $6,246,766 · end of year $6,271,025

  • 28 · Net assets with donor restrictions

    end of year $1,231,165

Mission and programs · 2023

Mission

TO PARTICIPATE IN CHRIST'S MINISTRY OF HEALTH, HEALING, AND WHOLENESS FOR: EDUCATION, HEALTHCARE, AND RESEARCH BY PROVIDING SUPPORT TO THE LLUH ENTITIES.

  • LLUSS PROVIDES SUPPORT SERVICES FOR ALL LLUH ENTITIES WHICH INCLUDE HOSPITALS AND SCHOOLS. THE SERVICES PROVIDED INCLUDE HRM, PAYROLL, MAIL SERVICES, SECURITY SERVICES, PUBLIC RELATIONS, SPONSORED RESEARCH MANAGEMENT, COMPLIANCE, INTERNAL AUDIT AND MANY OTHER SERVICES.

    Expenses $170,150,016 · Grants $917,122 · Revenue $340,002,957

As filed on the 2023 return.

Listed in Part VII

  • 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

  • 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

  • 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

  • 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 + $197,143 related
    Nontaxable benefits
    $0 + $100,888 related
    Filer's total
    $0 + $1,379,694 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

  • 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

  • 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 + $134,193 related
    Nontaxable benefits
    $0 + $68,890 related
    Filer's total
    $0 + $925,929 related

  • 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 + $756,772 related
    Nontaxable benefits
    $0 + $61,631 related
    Filer's total
    $0 + $1,419,425 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

  • 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

  • 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 + $84,529 related
    Nontaxable benefits
    $0 + $57,896 related
    Filer's total
    $0 + $571,160 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

  • 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

  • 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 + $393,203 related
    Nontaxable benefits
    $0 + $37,151 related
    Filer's total
    $0 + $725,346 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

  • 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

  • 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

  • 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

  • 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

  • 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

  • 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 + $483,634 related
    Nontaxable benefits
    $0 + $48,768 related
    Filer's total
    $0 + $895,444 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 + $485,372 related
    Nontaxable benefits
    $0 + $53,887 related
    Filer's total
    $0 + $909,522 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

  • 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 + $633,567 related
    Nontaxable benefits
    $0 + $58,771 related
    Filer's total
    $0 + $1,177,603 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 + $404,918 related
    Nontaxable benefits
    $0 + $47,442 related
    Filer's total
    $0 + $904,810 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 + $452,565 related
    Nontaxable benefits
    $0 + $56,195 related
    Filer's total
    $0 + $840,231 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 + $533,142 related
    Nontaxable benefits
    $0 + $51,164 related
    Filer's total
    $0 + $992,164 related

  • 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 + $989,115 related
    Nontaxable benefits
    $0 + $65,603 related
    Filer's total
    $0 + $1,871,443 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 + $414,742 related
    Nontaxable benefits
    $0 + $53,795 related
    Filer's total
    $0 + $769,104 related

  • 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

  • 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

  • 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

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. 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
12 May 2025
IRS schema version
2023v6.0
Source object
202511329349304566

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

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