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Nonprofiteer
← LOMA LINDA MERCANTILE

Form 990 for tax year 2023

Filed by LOMA LINDA MERCANTILE.

Totals

Total revenue
$1,622,624,075
Total expenses
$1,622,526,680
Contributions and grants received
$0
Grants paid
$0
Program service revenue
$1,622,624,075
Investment income
$0
Other revenue
$0
Total assets, end of year
$6,331,048
Total liabilities, end of year
$6,234,859
Net assets or fund balances, end of year
$96,189
Program services expenses (Part IX)
$1,622,526,680
Management and general expenses
$0
Fundraising expenses
$0
Program service expenses (Part III)
$1,622,526,680

Program services were 100.0% 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: PROGRAM SERVICE REVENUE

    total $1,622,624,075 · related or exempt $1,622,624,075

Functional expenses

Part IX, the statement of functional expenses.

  • 24a · Other expenses: SERVICES PROVIDED-RELAT

    total $1,622,526,680 · program services $1,622,526,680

Balance sheet

Part X, book values.

  • 2 · Savings and temporary cash investments

    end of year $5,917,701

  • 4 · Accounts receivable

    beginning of year $7,550,919 · end of year $413,347

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

    $987,328

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

    $987,328

  • 10c · Land, buildings and equipment, net

    beginning of year $0 · end of year $0

  • 17 · Accounts payable and accrued expenses

    beginning of year $8,013,709 · end of year $6,234,859

  • 27 · Net assets without donor restrictions

    beginning of year -$462,790 · end of year $96,189

Mission and programs · 2023

Mission

PURCHASING & DISTRIBUTION OF EQUIPMENT AND MEDICAL AND OTHER RELATED SUPPLIES FOR LOMA LINDA UNIVERSITY HEALTH ORGANIZATIONS.

Activities or mission (Part I)

PURCHASING & DISTRIBUTION OF EQUIPMENT, MEDICAL & OTHER SUPPLIES AND SERVICES FOR ALL LLUH RELATED ORGANIZATIONS.

  • PURCHASING & DISTRIBUTION OF EQUIPMENT, MEDICAL, AND OTHER RELATED SUPPLIES & SERVICES FOR LOMA LINDA UNIVERSITY HEALTH ORGANIZATIONS IN FULFILLING OUR MISSION, "TO MAKE MAN WHOLE".

    Expenses $1,622,526,680 · Revenue $1,622,624,075

As filed on the 2023 return.

Listed in Part VII

  • Wright Trevor

    EVP HOSPITAL AFFAIRS

    Total calculated
    $1,416,628
    From this org
    $0
    From related orgs
    $1,248,029
    Other
    $168,599
    Hours/week
    0.5 + 49.5 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

  • Lalas Angela

    CFO

    Total calculated
    $1,231,231
    From this org
    $0
    From related orgs
    $1,081,663
    Other
    $149,568
    Hours/week
    0.5 + 49.5 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

  • Hannamyrna Lee

    SECRETARY

    Total calculated
    $222,791
    From this org
    $0
    From related orgs
    $182,653
    Other
    $40,138
    Hours/week
    0.5 + 49.5 related

    Schedule J breakdown matched by us

    Base
    $0 + $152,037 related
    Bonus
    $0 + $12,240 related
    Other
    $0 + $18,376 related
    Deferred
    $0 + $22,834 related
    Nontaxable benefits
    $0 + $17,304 related
    Filer's total
    $0 + $222,791 related

  • Hart Richard Henry

    TRUSTEE

    Total calculated
    $850,190
    From this org
    $0
    From related orgs
    $731,774
    Other
    $118,416
    Hours/week
    0.5 + 49.5 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

  • Hansen Kent

    GENERAL COUNSEL

    Total calculated
    $927,285
    From this org
    $0
    From related orgs
    $816,725
    Other
    $110,560
    Hours/week
    0.5 + 49.5 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

  • Thomas Tamara

    TRUSTEE

    Total calculated
    $863,202
    From this org
    $0
    From related orgs
    $754,825
    Other
    $108,377
    Hours/week
    0.5 + 49.5 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

  • Carter Ronald

    EVP UNIVERSITY AFFAIRS

    Total calculated
    $468,390
    From this org
    $0
    From related orgs
    $393,618
    Other
    $74,772
    Hours/week
    0.5 + 49.5 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

  • Lund Joshua S

    CHIEF OF SUPPLY CHAIN

    Total calculated
    $275,080
    From this org
    $0
    From related orgs
    $230,181
    Other
    $44,899
    Hours/week
    25 + 25 related

    Schedule J breakdown matched by us

    Base
    $0 + $190,784 related
    Bonus
    $0 + $11,225 related
    Other
    $0 + $28,172 related
    Deferred
    $0 + $21,259 related
    Nontaxable benefits
    $0 + $23,640 related
    Filer's total
    $0 + $275,080 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, 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

  • 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 3
PLEASE SEE EXPLANATION FOR PART VI, SECTION B, LINE 15 THAT IS LISTED UNDER SCHEDULE O.
PART I, LINE 4B
THE FOLLOWING LLUH EMPLOYEES PARTICIPATED IN, AND RECEIVED PAYMENT FROM, A SUPPLEMENTAL NONQUALIFIED RETIREMENT PLAN: NET FLEX PLAN CREDITS PAID TO EMPLOYEE IN CASH: - CARTER, RONALD: 28,827 - THOMAS, TAMARA: 99,465 - HANSEN, KENT: 105,543 - HART, RICHARD HENRY: 96,162 - LALAS, ANGELA M.: 147,285 - WRIGHT, TREVOR: 166,652 TAX INDEMNIFICATION AND GROSS-UP PAYMENTS: - CARTER, RONALD: 3,406 - HANSEN, KENT: 5,886 - HART, RICHARD HENRY: 4,678 - LALAS, ANGELA M.: 1,942 - THOMAS, TAMARA: 10,557 - WRIGHT, TREVOR: 4,167 EMPLOYER CONTRIBUTIONS/PAYMENTS FOR ELECTIVE BENEFITS (INCLUDES VESTED AND FORFEITED BENEFITS FUNDED IN PRIOR YEARS): - NONE TRAVEL FOR COMPANIONS: -LALAS, ANGELA: 311
PART I, LINE 6
LOMA LINDA UNIVERSITY MEDICAL CENTER, A RELATED ORGANIZATION TO LOMA LINDA MERCANTILE, 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.

Taxable family on this return

Schedule R Parts I, III and IV, as filed. These record ownership and control, not shared board members or money moved.

Related corporations and trusts

Part IV: related organizations taxable as a corporation or trust.

  • MEDICAL PROPERTIES OF LOMA LINDA

    C · PROPERTY OWNERSHIP · 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
202541329349302719

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