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Nonprofiteer
← LOMA LINDA UNIVERSITY SHARED SERVICES

Form 990 for tax year 2022

Filed by LOMA LINDA UNIVERSITY SHARED SERVICES.

Totals

Total revenue
$341,159,263
Total expenses
$342,354,712
Contributions and grants received
$0
Grants paid
$1,030,504
Program service revenue
$341,159,263
Investment income
$0
Other revenue
$0
Total assets, end of year
$290,672,555
Total liabilities, end of year
$284,425,789
Net assets or fund balances, end of year
$6,246,766
Program services expenses (Part IX)
$310,653,752
Management and general expenses
$29,348,113
Fundraising expenses
$2,352,847
Program service expenses (Part III)
$310,653,752

Program services were 90.7% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Listed in Part VII

  • BUSSELL RACHELLE

    SVP ADVANCEMENT

    Total calculated
    $663,177
    From this org
    $0
    From related orgs
    $564,757
    Other
    $98,420
    Hours/week
    1 + 39 related

    Schedule J breakdown matched by us

    Base
    $0 + $447,404 related
    Bonus
    $0 + $39,950 related
    Other
    $0 + $77,403 related
    Deferred
    $0 + $641,176 related
    Nontaxable benefits
    $0 + $58,739 related
    Filer's total
    $0 + $1,264,672 related

  • CARTER RONALD L

    SVP ED. AFFAIRS/PROVOST

    Total calculated
    $428,937
    From this org
    $0
    From related orgs
    $358,552
    Other
    $70,385
    Hours/week
    1 + 39 related

    Schedule J breakdown matched by us

    Base
    $0 + $313,000 related
    Bonus
    $0
    Other
    $0 + $45,552 related
    Deferred
    $0 + $21,182 related
    Nontaxable benefits
    $0 + $49,203 related
    Filer's total
    $0 + $428,937 related

  • EDWARDS LYNDON

    COO

    Total calculated
    $457,508
    From this org
    $0
    From related orgs
    $379,157
    Other
    $78,351
    Hours/week
    1 + 39 related

    Schedule J breakdown matched by us

    Base
    $0 + $317,100 related
    Bonus
    $0 + $21,375 related
    Other
    $0 + $40,682 related
    Deferred
    $0 + $28,537 related
    Nontaxable benefits
    $0 + $49,814 related
    Filer's total
    $0 + $457,508 related

  • HANNA MYRNA L

    CORP SECRETARY

    Total calculated
    $217,784
    From this org
    $181,557
    From related orgs
    $0
    Other
    $36,227
    Hours/week
    1 + 39 related

    Schedule J breakdown matched by us

    Base
    $149,079
    Bonus
    $7,657
    Other
    $24,821
    Deferred
    $19,211
    Nontaxable benefits
    $17,016
    Filer's total
    $217,784

  • HART RICHARD H

    PRESIDENT & CEO

    Total calculated
    $777,769
    From this org
    $0
    From related orgs
    $664,271
    Other
    $113,498
    Hours/week
    1 + 39 related

    Schedule J breakdown matched by us

    Base
    $0 + $554,123 related
    Bonus
    $0
    Other
    $0 + $110,148 related
    Deferred
    $0 + $42,513 related
    Nontaxable benefits
    $0 + $70,985 related
    Filer's total
    $0 + $777,769 related

  • HUBBARD MARK L

    SVP RISK MGMT

    Total calculated
    $1,046,227
    From this org
    $0
    From related orgs
    $941,570
    Other
    $104,657
    Hours/week
    4 + 36 related

    Schedule J breakdown matched by us

    Base
    $0 + $518,989 related
    Bonus
    $0 + $50,350 related
    Other
    $0 + $372,231 related
    Deferred
    $0 + $114,628 related
    Nontaxable benefits
    $0 + $60,516 related
    Filer's total
    $0 + $1,116,714 related

  • LALAS ANGELA M

    CFO

    Total calculated
    $1,168,745
    From this org
    $0
    From related orgs
    $1,027,979
    Other
    $140,766
    Hours/week
    8 + 32 related

    Schedule J breakdown matched by us

    Base
    $0 + $787,981 related
    Bonus
    $0 + $87,938 related
    Other
    $0 + $152,060 related
    Deferred
    $0 + $167,217 related
    Nontaxable benefits
    $0 + $95,978 related
    Filer's total
    $0 + $1,291,174 related

  • MARTIN ROBERT

    LLUFMG CFO

    Total calculated
    $1,209,237
    From this org
    $0
    From related orgs
    $1,165,437
    Other
    $43,800
    Hours/week
    1 + 39 related

    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

  • NEAL RODNEY D

    LLU SVP FINANCE

    Total calculated
    $471,549
    From this org
    $0
    From related orgs
    $379,181
    Other
    $92,368
    Hours/week
    1 + 39 related

    Schedule J breakdown matched by us

    Base
    $0 + $321,169 related
    Bonus
    $0 + $22,175 related
    Other
    $0 + $35,837 related
    Deferred
    $0 + $71,423 related
    Nontaxable benefits
    $0 + $56,133 related
    Filer's total
    $0 + $506,737 related

  • PEVERINI RICARDO L

    SVP CLINICAL FACULTY

    Total calculated
    $412,550
    From this org
    $0
    From related orgs
    $369,750
    Other
    $42,800
    Hours/week
    1 + 39 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

  • THOMAS TAMARA

    EVP MEDICAL AFFAIRS

    Total calculated
    $812,276
    From this org
    $0
    From related orgs
    $710,591
    Other
    $101,685
    Hours/week
    1 + 39 related

    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

  • WRIGHT TREVOR G

    CEO

    Total calculated
    $1,331,506
    From this org
    $0
    From related orgs
    $1,171,556
    Other
    $159,950
    Hours/week
    1 + 39 related

    Schedule J breakdown matched by us

    Base
    $0 + $887,250 related
    Bonus
    $0 + $109,832 related
    Other
    $0 + $174,474 related
    Deferred
    $0 + $48,191 related
    Nontaxable benefits
    $0 + $111,759 related
    Filer's total
    $0 + $1,331,506 related

  • NDLELAEMILY

    VP-FP&A

    Total calculated
    $324,209
    From this org
    $0
    From related orgs
    $259,389
    Other
    $64,820
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $0 + $224,000 related
    Bonus
    $0 + $13,575 related
    Other
    $0 + $21,814 related
    Deferred
    $0 + $326,185 related
    Nontaxable benefits
    $0 + $34,889 related
    Filer's total
    $0 + $620,463 related

  • CASTILLO JRRAUL E

    VP-RISK MANAGER

    Total calculated
    $322,345
    From this org
    $272,959
    From related orgs
    $0
    Other
    $49,386
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $202,428
    Bonus
    $10,217
    Other
    $60,314
    Deferred
    $26,154
    Nontaxable benefits
    $23,232
    Filer's total
    $322,345

  • CHERRINGTONARAMIS K

    EXEC DIRECTOR-ACCESS CENTE

    Total calculated
    $343,517
    From this org
    $292,579
    From related orgs
    $0
    Other
    $50,938
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $249,747
    Bonus
    $18,061
    Other
    $24,771
    Deferred
    $27,706
    Nontaxable benefits
    $23,232
    Filer's total
    $343,517

  • FINEGAN-REDELL ANNA

    EXEC. DIRECTOR-APPLIC SVC

    Total calculated
    $260,778
    From this org
    $216,665
    From related orgs
    $0
    Other
    $44,113
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $180,839
    Bonus
    $9,859
    Other
    $25,967
    Deferred
    $20,881
    Nontaxable benefits
    $23,232
    Filer's total
    $260,778

  • FISCHER KEVIN L

    EXEC DIR-RE SERVICES

    Total calculated
    $248,454
    From this org
    $209,818
    From related orgs
    $0
    Other
    $38,636
    Hours/week
    1 + 39 related

    Schedule J breakdown matched by us

    Base
    $180,728
    Bonus
    $8,833
    Other
    $20,257
    Deferred
    $21,620
    Nontaxable benefits
    $17,016
    Filer's total
    $248,454

  • LUND JOSHUA S

    AVP SUPPLY CHAIN

    Total calculated
    $266,233
    From this org
    $226,430
    From related orgs
    $0
    Other
    $39,803
    Hours/week
    1 + 39 related

    Schedule J breakdown matched by us

    Base
    $186,759
    Bonus
    $10,099
    Other
    $29,572
    Deferred
    $16,571
    Nontaxable benefits
    $23,232
    Filer's total
    $266,233

  • MOWERY LEW

    VP FINANCE

    Total calculated
    $430,612
    From this org
    $0
    From related orgs
    $343,661
    Other
    $86,951
    Hours/week
    5 + 35 related

    Schedule J breakdown matched by us

    Base
    $0 + $283,508 related
    Bonus
    $0 + $19,525 related
    Other
    $0 + $40,628 related
    Deferred
    $0 + $424,449 related
    Nontaxable benefits
    $0 + $51,590 related
    Filer's total
    $0 + $819,700 related

  • NELSON GREG N

    EXEC. DIR-INVESTMENTS

    Total calculated
    $366,250
    From this org
    $314,171
    From related orgs
    $0
    Other
    $52,079
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $253,416
    Bonus
    $12,624
    Other
    $48,131
    Deferred
    $28,847
    Nontaxable benefits
    $23,232
    Filer's total
    $366,250

  • NORTON LIZETTE

    VP HRM ADMIN.

    Total calculated
    $420,384
    From this org
    $0
    From related orgs
    $338,422
    Other
    $81,962
    Hours/week
    1 + 39 related

    Schedule J breakdown matched by us

    Base
    $0 + $281,000 related
    Bonus
    $0 + $19,912 related
    Other
    $0 + $37,510 related
    Deferred
    $0 + $413,891 related
    Nontaxable benefits
    $0 + $46,919 related
    Filer's total
    $0 + $799,232 related

  • OFT DARYL L

    VP BUSINESS DEV.

    Total calculated
    $504,087
    From this org
    $0
    From related orgs
    $421,880
    Other
    $82,207
    Hours/week
    2 + 38 related

    Schedule J breakdown matched by us

    Base
    $0 + $346,277 related
    Bonus
    $0 + $23,550 related
    Other
    $0 + $52,053 related
    Deferred
    $0 + $346,617 related
    Nontaxable benefits
    $0 + $45,094 related
    Filer's total
    $0 + $813,591 related

  • SCHILT ERIC

    VP CONSTRUCTION

    Total calculated
    $398,448
    From this org
    $0
    From related orgs
    $309,734
    Other
    $88,714
    Hours/week
    39 + 1 related

    Schedule J breakdown matched by us

    Base
    $0 + $268,062 related
    Bonus
    $0 + $18,713 related
    Other
    $0 + $22,959 related
    Deferred
    $0 + $391,644 related
    Nontaxable benefits
    $0 + $53,719 related
    Filer's total
    $0 + $755,097 related

  • ZIRKELBACH MARK

    CIO

    Total calculated
    $613,193
    From this org
    $565,603
    From related orgs
    $0
    Other
    $47,590
    Hours/week
    39 + 1 related

    Schedule J breakdown matched by us

    Base
    $447,430
    Bonus
    $35,083
    Other
    $83,090
    Deferred
    $30,574
    Nontaxable benefits
    $17,016
    Filer's total
    $613,193

  • GLISSON JRWILLIAM CALVIN

    DIRECTOR-RADIATION SAFETY

    Total calculated
    $307,733
    From this org
    $259,592
    From related orgs
    $0
    Other
    $48,141
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $223,293
    Bonus
    $11,147
    Other
    $25,152
    Deferred
    $24,909
    Nontaxable benefits
    $23,232
    Filer's total
    $307,733

  • HANSEN KENT

    GENERAL COUNSEL

    Total calculated
    $865,072
    From this org
    $0
    From related orgs
    $758,870
    Other
    $106,202
    Hours/week
    1 + 39 related

    Schedule J breakdown matched by us

    Base
    $0 + $586,992 related
    Bonus
    $0 + $52,700 related
    Other
    $0 + $119,178 related
    Deferred
    $0 + $839,302 related
    Nontaxable benefits
    $0 + $64,501 related
    Filer's total
    $0 + $1,662,673 related

  • HANSONMELANIE LYNN

    EXEC DIR.-BUSMGMTSOLUT

    Total calculated
    $292,813
    From this org
    $251,210
    From related orgs
    $0
    Other
    $41,603
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $208,616
    Bonus
    $10,514
    Other
    $32,080
    Deferred
    $24,587
    Nontaxable benefits
    $17,016
    Filer's total
    $292,813

  • HODGKINSMARIE ELIZABETH

    EXEC DIRECTOR-STAFFING NETWORK

    Total calculated
    $312,591
    From this org
    $269,387
    From related orgs
    $0
    Other
    $43,204
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $219,119
    Bonus
    $10,920
    Other
    $39,348
    Deferred
    $25,390
    Nontaxable benefits
    $17,814
    Filer's total
    $312,591

  • JOHNSTON CHRISTIAN W

    ASST GENERAL COUNSEL

    Total calculated
    $478,031
    From this org
    $0
    From related orgs
    $392,080
    Other
    $85,951
    Hours/week
    1 + 39 related

    Schedule J breakdown matched by us

    Base
    $0 + $327,885 related
    Bonus
    $0 + $14,650 related
    Other
    $0 + $49,545 related
    Deferred
    $0 + $480,607 related
    Nontaxable benefits
    $0 + $48,764 related
    Filer's total
    $0 + $921,451 related

  • KIM JOSEPH JI HOON

    LEGAL COUNSEL

    Total calculated
    $369,834
    From this org
    $0
    From related orgs
    $285,397
    Other
    $84,437
    Hours/week
    1 + 39 related

    Schedule J breakdown matched by us

    Base
    $0 + $254,215 related
    Bonus
    $0 + $11,388 related
    Other
    $0 + $19,794 related
    Deferred
    $0 + $368,847 related
    Nontaxable benefits
    $0 + $51,366 related
    Filer's total
    $0 + $705,610 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

  • 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: - HUBBARD, MARK LEE: 251,779 NET FLEX PLAN CREDITS PAID TO EMPLOYEE IN CASH: - BUSSELL, RACHELLE: 54,928 - EDWARDS, LYNDON C: 97,593 - HANSEN, KENT: 97,711 - HART, RICHARD HENRY: 89,474 - HUBBARD, MARK L: 72,413 - LALAS, ANGELA M.: 137,422 - NEAL, RODNEY: 17,715 - NDLELA, EMILY: 9,375 TAX INDEMNIFICATION AND GROSS-UP PAYMENTS: - BUSSELL, RACHELLE: 5,170 - EDWARDS, LYNDON C: 7,280 - HART, RICHARD HENRY: 4,678 - HUBBARD, MARK LEE: 17,090 - LALAS, ANGELA M.: 1,939 - NDLELA, EMILY: 747 - NEAL, RODNEY: 3,520 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
2022
Filed
14 May 2024
IRS schema version
2022v5.0
Source object
202411359349312516

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

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