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Nonprofiteer
← LOMA LINDA UNIVERSITY MEDICAL CENTER-MURRIETA

Form 990 for tax year 2022

Filed by LOMA LINDA UNIVERSITY MEDICAL CENTER-MURRIETA.

Totals

Total revenue
$314,731,478
Total expenses
$330,909,553
Contributions and grants received
$12,438,147
Grants paid
$27,325
Program services expenses (Part IX)
$250,390,955
Management and general expenses
$79,702,263
Fundraising expenses
$816,335
Program service expenses (Part III)
$250,390,955

Program services were 75.7% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Listed in Part VII

  • BEARDSLEY-HARDY LISA

    TRUSTEE

    Total calculated
    $0
    Hours/week
    0.5
  • CHANG SHIRLEY

    TRUSTEE

    Total calculated
    $0
    Hours/week
    0.5
  • CHINNOCK RICHARD

    TRUSTEE

    Total calculated
    $412,550
    From this org
    $0
    From related orgs
    $369,750
    Other
    $42,800
    Hours/week
    0.5

    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
  • CHRISPENS JERE

    TRUSTEE

    Total calculated
    $0
    Hours/week
    0.5
  • COLON WILFREDO

    TRUSTEE

    Total calculated
    $0
    Hours/week
    0.5
  • MOORHEAD SHERYL

    TRUSTEE

    Total calculated
    $0
    Hours/week
    0.5
  • FILLER STEVEN

    TRUSTEE

    Total calculated
    $0
    Hours/week
    0.5
  • GRAHAM RICARDO

    TRUSTEE

    Total calculated
    $0
    Hours/week
    0.5
  • HARRIS WAYNE

    TRUSTEE

    Total calculated
    $0
    Hours/week
    0.5
  • HART RICHARD HENRY

    PRESIDENT

    Total calculated
    $745,102
    From this org
    $0
    From related orgs
    $664,271
    Other
    $80,831
    Hours/week
    0.5 + 50 related

    Schedule J breakdown matched by us

    Base
    $0 + $554,123 related
    Bonus
    $0
    Other
    $0 + $110,148 related
    Deferred
    $0 + $40,128 related
    Nontaxable benefits
    $0 + $45,489 related
    Filer's total
    $0 + $749,888 related
  • HEGSTAD DOUGLAS

    TRUSTEE

    Total calculated
    $393,051
    From this org
    $0
    From related orgs
    $350,251
    Other
    $42,800
    Hours/week
    0.5

    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
  • CHAN FRANCIS

    TRUSTEE

    Total calculated
    $0
    Hours/week
    0.5
  • CRAIG CARLOS

    TRUSTEE

    Total calculated
    $0
    Hours/week
    0.5
  • JOHNSON MARK

    TRUSTEE

    Total calculated
    $0
    Hours/week
    0.5
  • KIDDER MELISSA

    TRUSTEE

    Total calculated
    $0
    Hours/week
    0.5
  • LANDLESS PETER

    TRUSTEE

    Total calculated
    $0
    Hours/week
    0.5
  • LEMON ROBERT

    TRUSTEE

    Total calculated
    $0
    Hours/week
    0.5
  • LEMON THOMAS

    TRUSTEE

    Total calculated
    $0
    Hours/week
    0.5
  • MARTIN ROBERT

    TRUSTEE

    Total calculated
    $1,209,237
    From this org
    $0
    From related orgs
    $1,165,437
    Other
    $43,800
    Hours/week
    0.5

    Schedule J breakdown matched by us

    Base
    $0 + $767,500 related
    Bonus
    $0 + $305,257 related
    Other
    $0 + $92,680 related
    Deferred
    $0 + $36,600 related
    Nontaxable benefits
    $0 + $7,200 related
    Filer's total
    $0 + $1,209,237 related
  • MINOR PATRICK

    TRUSTEE

    Total calculated
    $0
    Hours/week
    0.5
  • DOUGLAS PAUL

    TRUSTEE

    Total calculated
    $0
    Hours/week
    0.5
  • NEWTON BRADFORD

    TRUSTEE

    Total calculated
    $0
    Hours/week
    0.5
  • PEVERINI RICARDO

    TRUSTEE

    Total calculated
    $762,800
    From this org
    $0
    From related orgs
    $720,000
    Other
    $42,800
    Hours/week
    0.5

    Schedule J breakdown matched by us

    Base
    $0 + $495,000 related
    Bonus
    $0 + $225,000 related
    Other
    $0
    Deferred
    $0 + $36,600 related
    Nontaxable benefits
    $0 + $6,200 related
    Filer's total
    $0 + $762,800 related
  • PRESTOL-PUESAN JUAN

    TRUSTEE

    Total calculated
    $0
    Hours/week
    0.5
  • REINER SCOTT

    TRUSTEE

    Total calculated
    $0
    Hours/week
    0.5
  • RUCKLE HERBERT

    TRUSTEE

    Total calculated
    $819,975
    From this org
    $0
    From related orgs
    $775,675
    Other
    $44,300
    Hours/week
    0.5
  • SHIM EUNMEE

    TRUSTEE

    Total calculated
    $0
    Hours/week
    0.5
  • SMITH RON

    TRUSTEE

    Total calculated
    $0
    Hours/week
    0.5
  • TREVINO MAX

    TRUSTEE

    Total calculated
    $0
    Hours/week
    0.5
  • WILSON TED

    TRUSTEE

    Total calculated
    $0
    Hours/week
    0.5
  • BRYANT G ALEXANDER

    TRUSTEE

    Total calculated
    $0
    Hours/week
    0.5
  • KOHLER ERTON

    TRUSTEE

    Total calculated
    $0
    Hours/week
    0.5
  • WOODRUFF ROGER

    TRUSTEE

    Total calculated
    $0
    Hours/week
    0.5
  • JEAN-MARIE JONATHAN

    SENIOR VP ADMIN

    Total calculated
    $674,894
    From this org
    $0
    From related orgs
    $564,164
    Other
    $110,730
    Hours/week
    0.5 + 50 related

    Schedule J breakdown matched by us

    Base
    $0 + $440,431 related
    Bonus
    $0 + $41,100 related
    Other
    $0 + $82,633 related
    Deferred
    $0 + $634,592 related
    Nontaxable benefits
    $0 + $71,409 related
    Filer's total
    $0 + $1,270,165 related
  • HANNA MYRNA LEE

    CORP SECRETARY

    Total calculated
    $217,784
    From this org
    $0
    From related orgs
    $181,557
    Other
    $36,227
    Hours/week
    0.5 + 50 related

    Schedule J breakdown matched by us

    Base
    $0 + $149,079 related
    Bonus
    $0 + $7,657 related
    Other
    $0 + $24,821 related
    Deferred
    $0 + $19,211 related
    Nontaxable benefits
    $0 + $17,016 related
    Filer's total
    $0 + $217,784 related
  • HUBBARD MARK LEE

    ASST CORP SECRETARY

    Total calculated
    $1,046,227
    From this org
    $0
    From related orgs
    $941,570
    Other
    $104,657
    Hours/week
    0.5 + 50 related

    Schedule J breakdown matched by us

    Base
    $0 + $518,989 related
    Bonus
    $0 + $50,350 related
    Other
    $0 + $372,231 related
    Deferred
    $0 + $15,284 related
    Nontaxable benefits
    $0 + $60,516 related
    Filer's total
    $0 + $1,017,370 related
  • HUGGINS L ORLANDO

    ASST CORP SECRETARY

    Total calculated
    $226,264
    From this org
    $0
    From related orgs
    $186,913
    Other
    $39,351
    Hours/week
    0.5 + 50 related

    Schedule J breakdown matched by us

    Base
    $0 + $147,597 related
    Bonus
    $0 + $7,966 related
    Other
    $0 + $31,350 related
    Deferred
    $0 + $19,656 related
    Nontaxable benefits
    $0 + $19,695 related
    Filer's total
    $0 + $226,264 related
  • DAWES DANIEL

    TRUSTEE

    Total calculated
    $0
    Hours/week
    0.5
  • LALAS ANGELA M

    CFO

    Total calculated
    $1,168,744
    From this org
    $0
    From related orgs
    $1,027,979
    Other
    $140,765
    Hours/week
    0.5 + 50 related

    Schedule J breakdown matched by us

    Base
    $0 + $787,981 related
    Bonus
    $0 + $87,938 related
    Other
    $0 + $152,060 related
    Deferred
    $0 + $122,625 related
    Nontaxable benefits
    $0 + $95,978 related
    Filer's total
    $0 + $1,246,582 related
  • HEINRICH KERRY

    TRUSTEE

    Total calculated
    $0
    Hours/week
    0.5
  • HENDERSON WHITNEY

    ASST CORP SECRETARY

    Total calculated
    $178,754
    From this org
    $0
    From related orgs
    $139,535
    Other
    $39,219
    Hours/week
    0.5 + 50 related

    Schedule J breakdown matched by us

    Base
    $0 + $121,473 related
    Bonus
    $0 + $6,189 related
    Other
    $0 + $11,873 related
    Deferred
    $0 + $15,987 related
    Nontaxable benefits
    $0 + $23,232 related
    Filer's total
    $0 + $178,754 related
  • SODERBLOM ALAN

    SVP FINANCE

    Total calculated
    $651,829
    From this org
    $0
    From related orgs
    $543,862
    Other
    $107,967
    Hours/week
    0.5 + 25 related

    Schedule J breakdown matched by us

    Base
    $0 + $443,365 related
    Bonus
    $0 + $31,075 related
    Other
    $0 + $69,422 related
    Deferred
    $0 + $38,423 related
    Nontaxable benefits
    $0 + $69,544 related
    Filer's total
    $0 + $651,829 related
  • RUCKLE HERBERT

    TRUSTEE

    Total calculated
    $0
    Hours/week
    0.5
  • WRIGHT TREVOR G

    CEO

    Total calculated
    $1,331,535
    From this org
    $0
    From related orgs
    $1,171,556
    Other
    $159,979
    Hours/week
    0.5 + 35 related

    Schedule J breakdown matched by us

    Base
    $0 + $887,250 related
    Bonus
    $0 + $109,832 related
    Other
    $0 + $174,474 related
    Deferred
    $0 + $163,856 related
    Nontaxable benefits
    $0 + $111,788 related
    Filer's total
    $0 + $1,447,200 related
  • BOOTHBY ROBERT L

    EXEC DIR-INPATIENT SVCS

    Total calculated
    $185,869
    From this org
    $166,976
    From related orgs
    $0
    Other
    $18,893
    Hours/week
    0.5

    Schedule J breakdown matched by us

    Base
    $159,227
    Bonus
    $7,449
    Other
    $300
    Deferred
    $18,893
    Nontaxable benefits
    $0
    Filer's total
    $185,869
  • VINH LONG

    DIRECTOR-PHARMACY

    Total calculated
    $290,351
    From this org
    $263,916
    From related orgs
    $0
    Other
    $26,435
    Hours/week
    0.5

    Schedule J breakdown matched by us

    Base
    $242,201
    Bonus
    $11,579
    Other
    $10,136
    Deferred
    $26,285
    Nontaxable benefits
    $150
    Filer's total
    $290,351
  • LABARDARICHARD ERCILLA

    CLINICAL NURSE B-INPATIENT

    Total calculated
    $199,802
    From this org
    $182,949
    From related orgs
    $0
    Other
    $16,853
    Hours/week
    0.5

    Schedule J breakdown matched by us

    Base
    $163,108
    Bonus
    $0
    Other
    $19,841
    Deferred
    $16,853
    Nontaxable benefits
    $0
    Filer's total
    $199,802
  • ARELLANO JASON T

    RN-OR/SURGERY

    Total calculated
    $314,185
    From this org
    $285,329
    From related orgs
    $0
    Other
    $28,856
    Hours/week
    0.5

    Schedule J breakdown matched by us

    Base
    $278,483
    Bonus
    $5,415
    Other
    $1,431
    Deferred
    $28,856
    Nontaxable benefits
    $0
    Filer's total
    $314,185
  • CRAIG CARLOS

    TRUSTEE

    Total calculated
    $0
    Hours/week
    0.5
  • TOVAR RENE

    AVP CLINICAL OPERATIONS

    Total calculated
    $278,711
    From this org
    $258,610
    From related orgs
    $0
    Other
    $20,101
    Hours/week
    0.5

    Schedule J breakdown matched by us

    Base
    $253,714
    Bonus
    $4,696
    Other
    $200
    Deferred
    $20,101
    Nontaxable benefits
    $0
    Filer's total
    $278,711
  • HOUMANN LARS

    TRUSTEE

    Total calculated
    $0
    Hours/week
    0.5
  • SARRAFIAN ZAREH

    TRUSTEE

    Total calculated
    $0
    Hours/week
    0.5
  • THOMAS TAMARA

    TRUSTEE, DEAN LLU SOM

    Total calculated
    $812,276
    From this org
    $0
    From related orgs
    $710,591
    Other
    $101,685
    Hours/week
    0.5

    Schedule J breakdown matched by us

    Base
    $0 + $583,846 related
    Bonus
    $0
    Other
    $0 + $126,745 related
    Deferred
    $0 + $40,923 related
    Nontaxable benefits
    $0 + $60,762 related
    Filer's total
    $0 + $812,276 related
  • STAPLES-EVANS HELEN

    SVP PATIENT SERVICES

    Total calculated
    $759,980
    From this org
    $0
    From related orgs
    $666,304
    Other
    $93,676
    Hours/week
    0.5 + 33 related

    Schedule J breakdown matched by us

    Base
    $0 + $506,462 related
    Bonus
    $0 + $45,096 related
    Other
    $0 + $114,746 related
    Deferred
    $0 + $97,200 related
    Nontaxable benefits
    $0 + $53,657 related
    Filer's total
    $0 + $817,161 related
  • CASAS ISIDRO

    RN CATH LAB

    Total calculated
    $294,882
    From this org
    $267,686
    From related orgs
    $0
    Other
    $27,196
    Hours/week
    0.5

    Schedule J breakdown matched by us

    Base
    $257,913
    Bonus
    $5,064
    Other
    $4,709
    Deferred
    $27,196
    Nontaxable benefits
    $0
    Filer's total
    $294,882
  • EDWARDS LYNDON

    COO

    Total calculated
    $968,783
    From this org
    $0
    From related orgs
    $839,072
    Other
    $129,711
    Hours/week
    0.5 + 25 related

    Schedule J breakdown matched by us

    Base
    $0 + $651,754 related
    Bonus
    $0 + $63,314 related
    Other
    $0 + $124,004 related
    Deferred
    $0 + $121,452 related
    Nontaxable benefits
    $0 + $86,857 related
    Filer's total
    $0 + $1,047,381 related
  • MATUS SARAH

    VP HOSPITAL OPERATIONS

    Total calculated
    $338,616
    From this org
    $0
    From related orgs
    $278,596
    Other
    $60,020
    Hours/week
    0.5 + 25 related

    Schedule J breakdown matched by us

    Base
    $0 + $246,704 related
    Bonus
    $0 + $14,460 related
    Other
    $0 + $17,432 related
    Deferred
    $0 + $52,469 related
    Nontaxable benefits
    $0 + $35,905 related
    Filer's total
    $0 + $366,970 related
  • ROBINSON DENISE

    INTERIM CNO

    Total calculated
    $102,897
    From this org
    $0
    From related orgs
    $95,585
    Other
    $7,312
    Hours/week
    0.5
  • GRANADASHARON S

    RN-CRITICAL CARE RES TEAM

    Total calculated
    $271,386
    From this org
    $245,793
    From related orgs
    $0
    Other
    $25,593
    Hours/week
    0.5

    Schedule J breakdown matched by us

    Base
    $236,406
    Bonus
    $5,858
    Other
    $3,529
    Deferred
    $25,443
    Nontaxable benefits
    $150
    Filer's total
    $271,386
  • HERRMANN PAUL

    TRUSTEE

    Total calculated
    $0
    Hours/week
    0.5
  • LLEWELLYN PAUL

    TRUSTEE

    Total calculated
    $0
    Hours/week
    0.5
  • LOREDO JOSE

    TRUSTEE

    Total calculated
    $0
    Hours/week
    0.5
  • REECE ALBERT

    TRUSTEE

    Total calculated
    $0
    Hours/week
    0.5
  • ROBERTS SANDRA

    TRUSTEE

    Total calculated
    $0
    Hours/week
    0.5
  • SACRO JENNIFER

    TRUSTEE

    Total calculated
    $0
    Hours/week
    0.5
  • SCHELL RANDY

    TRUSTEE

    Total calculated
    $0
    Hours/week
    0.5
  • THURBER GARY

    TRUSTEE

    Total calculated
    $0
    Hours/week
    0.5
  • WEHTJE RODNEY

    TRUSTEE

    Total calculated
    $0
    Hours/week
    0.5
  • HILLIARD ANTHONY

    TRUSTEE

    Total calculated
    $0
    Hours/week
    0.5
  • WILSON APRIL

    TRUSTEE

    Total calculated
    $0
    Hours/week
    0.5
  • LENO SONDRA

    VP REV. CYCLE UNTIL 11/30/22

    Total calculated
    $490,341
    From this org
    $0
    From related orgs
    $413,054
    Other
    $77,287
    Hours/week
    25 + 25 related

    Schedule J breakdown matched by us

    Base
    $0 + $332,605 related
    Bonus
    $0 + $23,963 related
    Other
    $0 + $56,486 related
    Deferred
    $0 + $29,264 related
    Nontaxable benefits
    $0 + $41,174 related
    Filer's total
    $0 + $483,492 related
  • SOUBIROUS LINDA LEE

    FORMER CNO

    Total calculated
    $286,802
    From this org
    $0
    From related orgs
    $238,260
    Other
    $48,542
    Hours/week
    0.5

    Schedule J breakdown matched by us

    Base
    $0 + $199,300 related
    Bonus
    $0
    Other
    $0 + $38,960 related
    Deferred
    $0 + $95,156 related
    Nontaxable benefits
    $0 + $19,852 related
    Filer's total
    $0 + $353,268 related

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

Itemized on Schedule J with no Part VII listing of the same name on this return:

  • RUCKLE HERBERT

    TRUSTEE

    Schedule J breakdown

    Base
    $0 + $514,583 related
    Bonus
    $0 + $235,000 related
    Other
    $0 + $26,092 related
    Deferred
    $0 + $36,600 related
    Nontaxable benefits
    $0 + $7,700 related
    Filer's total
    $0 + $819,975 related

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: - HUBBARD, MARK LEE: 225,779 NET FLEX PLAN CREDITS PAID TO EMPLOYEE IN CASH: - BAKER, PETER J.: 81,596 - HADLEY, HENRY ROGER: 23,019 - HART, RICHARD HENRY: 89,473 - MATUS, SARAH: 8,479 - HUBBARD, MARK LEE: 72,413 - LALAS, ANGELA M: 137,422 - LENO, SONDRA: 39,402 - SODERBLOM, ALAN B.: 51,463 - SOUBIROUS, LINDA: 24,897 - WRIGHT, TREVOR: 154,926 - THOMAS, TAMARA: 93,289 - STAPLES-EVANS, HELEN: 81,345 - EDWARDS, LYNDON, 97,593 - JEAN-MARIE, JONATHAN 45,994 - TAX INDEMNIFICATION AND GROSS-UP PAYMENTS: - BAKER, PETER J.: 1,608 - HADLEY, HENRY ROGER: 11,008 - HART, RICHARD HENRY: 4,678 - HUBBARD, MARK LEE: 17,089 - LALAS, ANGELA M.: 1,939 - LENO, SONDRA: 3,013 - SODERBLOM, ALAN B.: 2,141 - SOUBIROUS, LINDA: 2,893 - WRIGHT, TREVOR: 4,167 - THOMAS, TAMARA: 10,475 - MATUS, SARAH: 336 - STAPLES-EVANS, HELEN: 10,450 - EDWARDS, LYNDON: 7,280 - JEAN-MARIE, JONATHAN: 1,034 HOUSING ALLOWANCE OR RESIDENCE: -JEAN-MARIE, JONATHAN: 24,000 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

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
2022
Filed
14 May 2024
IRS schema version
2022v5.0
Source object
202421359349311432

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