Form 990 for tax year 2023
Filed by LOMA LINDA UNIVERSITY HEALTH.
This return was superseded by a later amendment.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 15 January 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
- $43,097,123
- Total expenses
- $42,430,362
- Contributions and grants received
- $0
- Grants paid
- $0
- Program services expenses (Part IX)
- $41,332,596
- Management and general expenses
- $414,156
- Fundraising expenses
- $683,610
- Program service expenses (Part III)
- $41,332,596
Program services were 97.4% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.
Listed in Part VII
-
THOMAS TAMARA
EVP-MEDICAL AFFAIRS
- Total calculated
- $863,202
- From this org
- $754,825
- From related orgs
- $0
- Other
- $108,377
- Hours/week
- 1 + 49 related
Schedule J breakdown matched by us
- Base
- $621,923
- Bonus
- $0
- Other
- $132,902
- Deferred
- $44,030 + $710,591 related
- Nontaxable benefits
- $64,347
- Filer's total
- $863,202 + $710,591 related
-
HART RICHARD HENRY
PRESIDENT & CEO
- Total calculated
- $850,190
- From this org
- $731,774
- From related orgs
- $0
- Other
- $118,416
- Hours/week
- 1 + 49 related
Schedule J breakdown matched by us
- Base
- $615,138
- Bonus
- $0
- Other
- $116,636
- Deferred
- $43,682 + $664,271 related
- Nontaxable benefits
- $74,734
- Filer's total
- $850,190 + $664,271 related
-
WRIGHT TREVOR G
EVP-HOSPITAL AFFAIRS
- Total calculated
- $1,416,628
- From this org
- $1,248,029
- From related orgs
- $0
- Other
- $168,599
- Hours/week
- 1 + 49 related
Schedule J breakdown matched by us
- Base
- $931,154
- Bonus
- $130,875
- Other
- $186,000
- Deferred
- $51,144 + $1,171,555 related
- Nontaxable benefits
- $117,455
- Filer's total
- $1,416,628 + $1,171,555 related
-
SCHELL RANDY
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
WILSON TED
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
WILSON APRIL
TRUSTEE
- Total calculated
- $303,689
- From this org
- $0
- From related orgs
- $267,847
- Other
- $35,842
- Hours/week
- 1
Schedule J breakdown matched by us
- Base
- $0 + $234,703 related
- Bonus
- $0 + $18,657 related
- Other
- $0 + $14,487 related
- Deferred
- $0 + $32,142 related
- Nontaxable benefits
- $0 + $3,700 related
- Filer's total
- $0 + $303,689 related
-
WEHTJE RODNEW
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
THUBER GARY
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
SHIM EUNMEE
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
SARRAFIAN ZAREH
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
RUCKLE HERBERT
TRUSTEE
- Total calculated
- $843,250
- From this org
- $0
- From related orgs
- $795,950
- Other
- $47,300
- Hours/week
- 1 + 49 related
Schedule J breakdown matched by us
- Base
- $0 + $550,000 related
- Bonus
- $0 + $209,000 related
- Other
- $0 + $36,950 related
- Deferred
- $0 + $39,600 related
- Nontaxable benefits
- $0 + $7,700 related
- Filer's total
- $0 + $843,250 related
-
PEVERINI RICARDO
TRUSTEE
- Total calculated
- $790,800
- From this org
- $0
- From related orgs
- $745,000
- Other
- $45,800
- Hours/week
- 1 + 49 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
-
LEMON ROBERT
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
SACRO JENNIFER
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
MOORHEAD SHERYL
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
DOUGLAS PAUL
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
MINOR PATRICK
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
MARTIN ROBERT
TRUSTEE
- Total calculated
- $1,285,632
- From this org
- $0
- From related orgs
- $1,238,832
- Other
- $46,800
- Hours/week
- 1 + 49 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
-
LEMONTHOMAS
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
SIMMONS ELLA
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
BRYANT G ALEXANDER
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
LANDLESS PETER
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
HILLIARD ANTHONY
TRUSTEE
- Total calculated
- $898,128
- From this org
- $0
- From related orgs
- $851,328
- Other
- $46,800
- Hours/week
- 1
Schedule J breakdown matched by us
- Base
- $0 + $677,828 related
- Bonus
- $0 + $142,624 related
- Other
- $0 + $30,876 related
- Deferred
- $0 + $39,600 related
- Nontaxable benefits
- $0 + $7,200 related
- Filer's total
- $0 + $898,128 related
-
ROBERTS SANDRA
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1 + 49 related
-
REECE ALBERT
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
MCKINNEY BARBARA
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
LOREDO JOSE
TRUSTEE
- Total calculated
- $393,051
- From this org
- $0
- From related orgs
- $350,251
- Other
- $42,800
- Hours/week
- 1 + 49 related
Schedule J breakdown matched by us
- Base
- $0 + $321,875 related
- Bonus
- $0 + $28,376 related
- Other
- $0
- Deferred
- $0 + $36,600 related
- Nontaxable benefits
- $0 + $6,200 related
- Filer's total
- $0 + $393,051 related
-
HARRIS WAYNE
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
FILLER STEVEN
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
KOHLER ERTON
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
HERRMAN PAUL
TRUSTEE
- Total calculated
- $476,010
- From this org
- $0
- From related orgs
- $430,710
- Other
- $45,300
- Hours/week
- 1
Schedule J breakdown matched by us
- Base
- $0 + $336,654 related
- Bonus
- $0 + $38,906 related
- Other
- $0 + $55,150 related
- Deferred
- $0 + $39,600 related
- Nontaxable benefits
- $0 + $5,700 related
- Filer's total
- $0 + $476,010 related
-
COLON WILFREDO
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
DAWES DANIEL
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
CHAN FRANCIS
TRUSTEE
- Total calculated
- $412,550
- From this org
- $0
- From related orgs
- $369,750
- Other
- $42,800
- Hours/week
- 1 + 49 related
Schedule J breakdown matched by us
- Base
- $0 + $340,000 related
- Bonus
- $0 + $20,000 related
- Other
- $0 + $9,750 related
- Deferred
- $0 + $36,600 related
- Nontaxable benefits
- $0 + $6,200 related
- Filer's total
- $0 + $412,550 related
-
CHANG SHIRLEY
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
BEARDSLEY-HARDY LISA
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1 + 49 related
-
LALAS ANGELA M
EVP-FINANCE/CFO
- Total calculated
- $1,231,231
- From this org
- $1,081,663
- From related orgs
- $0
- Other
- $149,568
- Hours/week
- 1 + 49 related
Schedule J breakdown matched by us
- Base
- $823,500
- Bonus
- $96,125
- Other
- $162,038
- Deferred
- $48,680 + $1,027,978 related
- Nontaxable benefits
- $100,888
- Filer's total
- $1,231,231 + $1,027,978 related
-
CARTER RONALD L
EVP-UNIVERSITY AFFAIRS
- Total calculated
- $468,390
- From this org
- $393,618
- From related orgs
- $0
- Other
- $74,772
- Hours/week
- 1 + 49 related
Schedule J breakdown matched by us
- Base
- $347,088
- Bonus
- $0
- Other
- $46,530
- Deferred
- $23,196 + $358,552 related
- Nontaxable benefits
- $51,576
- Filer's total
- $468,390 + $358,552 related
-
BUSSELL RACHELLE
SVP ADVANCEMENT
- Total calculated
- $704,451
- From this org
- $601,022
- From related orgs
- $0
- Other
- $103,429
- Hours/week
- 1 + 49 related
Schedule J breakdown matched by us
- Base
- $475,961
- Bonus
- $43,650
- Other
- $81,411
- Deferred
- $41,798
- Nontaxable benefits
- $61,631
- Filer's total
- $704,451
-
HANSEN KENT
GENERAL COUNSEL
- Total calculated
- $927,285
- From this org
- $816,725
- From related orgs
- $0
- Other
- $110,560
- Hours/week
- 1 + 49 related
Schedule J breakdown matched by us
- Base
- $627,211
- Bonus
- $57,500
- Other
- $132,014
- Deferred
- $44,957
- Nontaxable benefits
- $65,603
- Filer's total
- $927,285
-
HUBBARD MARK L
SVP RISK MGMT
- Total calculated
- $835,244
- From this org
- $722,846
- From related orgs
- $0
- Other
- $112,398
- Hours/week
- 1 + 49 related
Schedule J breakdown matched by us
- Base
- $552,115
- Bonus
- $53,350
- Other
- $117,381
- Deferred
- $43,508
- Nontaxable benefits
- $68,890
- Filer's total
- $835,244
-
BAKER PETER
SVP-CHILDREN'S HOSPITAL
- Total calculated
- $903,568
- From this org
- $769,038
- From related orgs
- $0
- Other
- $134,530
- Hours/week
- 1 + 49 related
Schedule J breakdown matched by us
- Base
- $609,754
- Bonus
- $57,950
- Other
- $101,334
- Deferred
- $44,100
- Nontaxable benefits
- $90,430
- Filer's total
- $903,568
-
EDWARDS LYNDON
SVP-HOSPITAL OPERATIONS
- Total calculated
- $1,026,127
- From this org
- $889,197
- From related orgs
- $0
- Other
- $136,930
- Hours/week
- 1 + 49 related
Schedule J breakdown matched by us
- Base
- $678,300
- Bonus
- $80,375
- Other
- $130,522
- Deferred
- $45,904
- Nontaxable benefits
- $91,026
- Filer's total
- $1,026,127
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
- 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 · Independent compensation consultant
- 3 · Compensation survey or study
- 3 · Approval by the board or compensation committee
- 6b · Pay contingent on a related organization's net earnings
Answered no
- 4a · Severance or change-of-control payment
- 4b · Supplemental nonqualified retirement plan
- 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
- 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. 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 RECEIVED THIS BENEFIT. THE TAXABLE COST OF THIS BENEFIT IS INCLUDED IN THE EMPLOYEE'S W-2. LLUH BENEFITS PROVIDE FOR HOUSING ALLOWANCE. IF USED, THE TAXABLE COST OF THIS BENEFIT IS INCLUDED IN THE EMPLOYEE'S W-2. 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: 87,357 - BUSSELL, RACHELLE: 54,928 - EDWARDS, LYNDON C: 97,593 - THOMAS, TAMARA: 93,289 - HADLEY, HENRY ROGER: 23,019 - HANSEN, KENT: 97,711 - HART, RICHARD HENRY: 89,474 - MATUS, SARAH: 8,480 - HUBBARD, MARK L: 72,413 - JEAN-MARIE, JOHNATHAN: 45,994 - LALAS, ANGELA M.: 137,422 - LENO, SONDRA: 39,402 - NOLFE, SHERRY L.: 23,039 - OFT, DARYL: 40,705 - SODERBLOM, ALAN B.: 51,463 - VANDERBOSCH, DARRYL W.: 30,682 - WRIGHT, TREVOR: 154,926 - STAPLE-EVANS, HELEN: 81,345 TAX INDEMNIFICATION AND GROSS-UP PAYMENTS: - BAKER, PETER: 1,608 - BUSSELL, RACHELLE: 5,170 - EDWARDS, LYNDON C: 7,280 - HANSEN, KENT: 3,889 - HADLEY, HENRY ROGER: 11,008 - HART, RICHARD HENRY: 4,678 - SOUBIROUS, LINDA: 2,894 - HUBBARD, MARK LEE: 17,090 - JEAN-MARIE, JOHNATHAN: 1,034 - LALAS, ANGELA M.: 1,939 - THOMAS, TAMARA: 10,475 - LENO, SONDRA: 3,013 - NORTON, LIZETTE: 4,917 - SODERBLOM, ALAN B.: 2,141 - VANDERBOSCH, DARRYL W.: 3,897 - WRIGHT, TREVOR: 4,167 - OFT, DARYL: 448 - STAPLE-EVANS, HELEN: 7,262 EMPLOYER CONTRIBUTIONS/PAYMENTS FOR ELECTIVE BENEFITS (INCLUDES VESTED AND FORFEITED BENEFITS FUNDED IN PRIOR YEARS): - NONE
- PART I, LINE 6
- LOMA LINDA UNIVERSITY HEALTH (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
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.
-
LLUH PROFESSIONALGENERAL LIABILITY TRUST
501(C)(3) · INSURANCE · IL · controlled entity
Directly controlled by LOMA LINDA UNIVERSITY HEALTH
-
LOMA LINDA UNIVERSITY HEALTH CARE
501(C)(3) · HEALTHCARE MANAGEMENT SERVICE ORGANIZATIONS · CA · controlled entity
Directly controlled by LOMA LINDA UNIVERSITY HEALTH
-
FACULTY MEDICAL GROUP OF LLU SCHOOL OF MEDICINE
501(C)(3) · PHYSICIAN PRACTICE GROUP · CA · controlled entity
Directly controlled by LOMA LINDA UNIVERSITY HEALTH
-
LOMA LINDA FACULTY MEDICAL GROUP
501(C)(3) · PHYSICIAN PRACTICE GROUP · CA · controlled entity
Directly controlled by LOMA LINDA UNIVERSITY HEALTH
-
GENERAL CONFERENCE OF SEVENTH-DAY ADVENTISTS
501(C)(3) · CHURCH · MD
-
LOMA LINDA UNIVERSITY SHARED SERVICES
501(C)(3) · SERVICE ORGANIZATION · CA · controlled entity
Directly controlled by LOMA LINDA UNIVERSITY HEALTH
-
501(C)(3) · PURCHASING COMPANY · CA
Directly controlled by LOMA LIND UNIVERSITY MEDICAL CENTER
-
501(C)(3) · UNIVERSITY · CA · controlled entity
Directly controlled by LOMA LINDA UNIVERSITY HEALTH
-
LOMA LINDA UNIVERSITY BEHAVIORAL MEDICINE CENTER
501(C)(3) · PSYCHIATRIC HOSPITAL · CA
Directly controlled by LOMA LINDA UNIVERSITY HEALTH
-
LOMA LINDA UNIVERSITY MEDICAL CENTER
501(C)(3) · HOSPITAL · CA · controlled entity
Directly controlled by LOMA LINDA UNIVERSITY HEALTH
-
LOMA LINDA UNIVERSITY UNEMPLOYMENT COMPENSATION AND WORKERS' COMPENSATION S
501(C)(3) · INSURANCE · CA · controlled entity
Directly controlled by LOMA LINDA UNIVERSITY HEALTH
-
UNIVERSITY INSURANCE COMPANY OF VERMONT
501(C)(3) · INSURANCE UNDERWRITING · VT · controlled entity
Directly controlled by LOMA LINDA UNIVERSITY HEALTH
-
LOMA LINDA UNIVERSITY CHILDREN'S HOSPITAL FOUNDATION
501(C)(3) · FOUNDATION · CA
Directly controlled by LOMA LIND UNIVERSITY MEDICAL CENTER
-
LOMA LINDA - INLAND EMPIRE CONSORTIUM FOR HEALTHCARE EDUCATION
501(C)(3) · GRADUATE MEDICAL EDUCATION · CA · controlled entity
Directly controlled by LOMA LINDA UNIVERSITY HEALTH
-
LOMA LINDA UNIVERSITY MEDICAL CENTER-MURRIETA
501(C)(3) · HOSPITAL · CA
Directly controlled by LOMA LINDA UNIVERSITY HEALTH
-
LOMA LINDA UNIVERSITY CHILDREN'S HOSPITAL
501(C)(3) · HOSPITAL · CA
Directly controlled by LOMA LINDA UNIVERSITY HEALTH
Provenance
- Return type
- form_990
- Tax year
- 2023
- Filed
- 12 May 2025
- IRS schema version
- 2023v6.0
- Source object
- 202531329349302033
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