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← LOMA LINDA UNIVERSITY MEDICAL CENTER-MURRIETA

Form 990 for tax year 2023

Filed by LOMA LINDA UNIVERSITY MEDICAL CENTER-MURRIETA.

What the amendment changed

Compared with the return it replaced , filed 12 May 2025. 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
$319,697,093
Total expenses
$340,610,503
Contributions and grants received
$2,578,929
Grants paid
$5,000
Program services expenses (Part IX)
$265,990,429
Management and general expenses
$73,836,863
Fundraising expenses
$783,211
Program service expenses (Part III)
$265,990,429

Program services were 78.1% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Listed in Part VII

  • WRIGHT TREVOR G

    CEO

    Total calculated
    $1,416,628
    From this org
    $0
    From related orgs
    $1,248,029
    Other
    $168,599
    Hours/week
    0.5 + 35 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

  • HART RICHARD HENRY

    PRESIDENT

    Total calculated
    $850,190
    From this org
    $0
    From related orgs
    $731,774
    Other
    $118,416
    Hours/week
    0.5 + 50 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

  • THOMAS TAMARA

    TRUSTEE, DEAN LLU SOM

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

    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

  • HARRIS WAYNE

    TRUSTEE

    Total calculated
    $0
    Hours/week
    0.5

  • WILSON TED

    TRUSTEE

    Total calculated
    $0
    Hours/week
    0.5

  • PEVERINI RICARDO

    TRUSTEE

    Total calculated
    $790,800
    From this org
    $0
    From related orgs
    $745,000
    Other
    $45,800
    Hours/week
    0.5

    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

  • SHIM EUNMEE

    TRUSTEE

    Total calculated
    $0
    Hours/week
    0.5

  • LANDLESS PETER

    TRUSTEE

    Total calculated
    $0
    Hours/week
    0.5

  • CHAN FRANCIS

    TRUSTEE

    Total calculated
    $433,600
    From this org
    $0
    From related orgs
    $387,800
    Other
    $45,800
    Hours/week
    0.5

    Schedule J breakdown matched by us

    Base
    $0 + $350,000 related
    Bonus
    $0 + $29,300 related
    Other
    $0 + $8,500 related
    Deferred
    $0 + $39,600 related
    Nontaxable benefits
    $0 + $6,200 related
    Filer's total
    $0 + $433,600 related

  • OSBORN RICHARD

    TRUSTEE

    Total calculated
    $0
    Hours/week
    0.5

  • MCKINNEY BARBARA

    TRUSTEE

    Total calculated
    $0
    Hours/week
    0.5

  • DOUGLAS PAUL

    TRUSTEE

    Total calculated
    $0
    Hours/week
    0.5

  • RUCKLE HERBERT

    TRUSTEE

    Total calculated
    $843,250
    From this org
    $0
    From related orgs
    $795,950
    Other
    $47,300
    Hours/week
    0.5

    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

  • CHANG SHIRLEY

    TRUSTEE

    Total calculated
    $0
    Hours/week
    0.5

  • MARTIN ROBERT

    TRUSTEE

    Total calculated
    $1,285,632
    From this org
    $0
    From related orgs
    $1,238,832
    Other
    $46,800
    Hours/week
    0.5

    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

  • COLON WILFREDO

    TRUSTEE

    Total calculated
    $0
    Hours/week
    0.5

  • KOHLER ERTON

    TRUSTEE

    Total calculated
    $0
    Hours/week
    0.5

  • WEHTJE RODNEY

    TRUSTEE

    Total calculated
    $0
    Hours/week
    0.5

  • BRYANT G ALEXANDER

    TRUSTEE

    Total calculated
    $0
    Hours/week
    0.5

  • DAWES DANIEL

    TRUSTEE

    Total calculated
    $0
    Hours/week
    0.5

  • MOORHEAD SHERYL

    TRUSTEE

    Total calculated
    $0
    Hours/week
    0.5

  • LOREDO JOSE

    TRUSTEE

    Total calculated
    $0
    Hours/week
    0.5

  • SARRAFIAN ZAREH

    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

  • HERRMANN PAUL

    TRUSTEE

    Total calculated
    $476,010
    From this org
    $0
    From related orgs
    $430,710
    Other
    $45,300
    Hours/week
    0.5

    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

  • WILSON APRIL

    TRUSTEE

    Total calculated
    $303,689
    From this org
    $0
    From related orgs
    $267,847
    Other
    $35,842
    Hours/week
    0.5

    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

  • HILLIARD ANTHONY

    TRUSTEE

    Total calculated
    $898,128
    From this org
    $0
    From related orgs
    $851,328
    Other
    $46,800
    Hours/week
    0.5

    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

  • SIMMONS ELLA

    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

  • LEMON THOMAS

    TRUSTEE

    Total calculated
    $0
    Hours/week
    0.5

  • FILLER STEVEN

    TRUSTEE

    Total calculated
    $0
    Hours/week
    0.5

  • LEMON ROBERT

    TRUSTEE

    Total calculated
    $0
    Hours/week
    0.5

  • REECE ALBERT

    TRUSTEE

    Total calculated
    $0
    Hours/week
    0.5

  • BEARDSLEY-HARDY LISA

    TRUSTEE

    Total calculated
    $0
    Hours/week
    0.5

  • ROBINSON DENISE

    CNO

    Total calculated
    $383,640
    From this org
    $0
    From related orgs
    $355,118
    Other
    $28,522
    Hours/week
    0.5

    Schedule J breakdown matched by us

    Base
    $0 + $319,169 related
    Bonus
    $0 + $18,779 related
    Other
    $0 + $17,170 related
    Deferred
    $0 + $15,077 related
    Nontaxable benefits
    $0 + $13,445 related
    Filer's total
    $0 + $383,640 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
    0.5 + 50 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

  • EDWARDS LYNDON

    COO

    Total calculated
    $1,026,127
    From this org
    $0
    From related orgs
    $889,197
    Other
    $136,930
    Hours/week
    0.5 + 25 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

  • HUBBARD MARK LEE

    ASST CORP SECRETARY

    Total calculated
    $835,244
    From this org
    $0
    From related orgs
    $722,846
    Other
    $112,398
    Hours/week
    0.5 + 50 related

    Schedule J breakdown matched by us

    Base
    $0 + $552,115 related
    Bonus
    $0 + $53,350 related
    Other
    $0 + $117,381 related
    Deferred
    $0 + $43,508 related
    Nontaxable benefits
    $0 + $68,890 related
    Filer's total
    $0 + $835,244 related

  • HENDERSON WHITNEY

    ASST CORP SECRETARY

    Total calculated
    $178,692
    From this org
    $0
    From related orgs
    $137,709
    Other
    $40,983
    Hours/week
    0.5 + 50 related

    Schedule J breakdown matched by us

    Base
    $0 + $116,517 related
    Bonus
    $0 + $9,763 related
    Other
    $0 + $11,429 related
    Deferred
    $0 + $17,343 related
    Nontaxable benefits
    $0 + $23,640 related
    Filer's total
    $0 + $178,692 related

  • SODERBLOM ALAN

    SVP FINANCE

    Total calculated
    $707,799
    From this org
    $0
    From related orgs
    $593,481
    Other
    $114,318
    Hours/week
    0.5 + 25 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

  • JEAN-MARIE JONATHAN

    SENIOR VP ADMIN

    Total calculated
    $692,459
    From this org
    $0
    From related orgs
    $576,619
    Other
    $115,840
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $0 + $470,400 related
    Bonus
    $0 + $43,450 related
    Other
    $0 + $62,769 related
    Deferred
    $0 + $41,408 related
    Nontaxable benefits
    $0 + $74,432 related
    Filer's total
    $0 + $692,459 related

  • HUGGINS L ORLANDO

    ASST CORP SECRETARY

    Total calculated
    $230,110
    From this org
    $0
    From related orgs
    $183,454
    Other
    $46,656
    Hours/week
    0.5 + 50 related

    Schedule J breakdown matched by us

    Base
    $0 + $154,105 related
    Bonus
    $0 + $11,183 related
    Other
    $0 + $18,166 related
    Deferred
    $0 + $23,016 related
    Nontaxable benefits
    $0 + $23,640 related
    Filer's total
    $0 + $230,110 related

  • HANNA MYRNA LEE

    CORP SECRETARY

    Total calculated
    $222,791
    From this org
    $0
    From related orgs
    $182,653
    Other
    $40,138
    Hours/week
    0.5 + 50 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

  • STAPLES-EVANS HELEN

    SVP PATIENT SERVICES

    Total calculated
    $814,026
    From this org
    $0
    From related orgs
    $711,678
    Other
    $102,348
    Hours/week
    0.5 + 33 related

    Schedule J breakdown matched by us

    Base
    $0 + $539,000 related
    Bonus
    $0 + $54,850 related
    Other
    $0 + $117,828 related
    Deferred
    $0 + $43,404 related
    Nontaxable benefits
    $0 + $58,944 related
    Filer's total
    $0 + $814,026 related

  • SECOR LUCAS

    VP REVENUE CYCLE

    Total calculated
    $442,975
    From this org
    $0
    From related orgs
    $362,711
    Other
    $80,264
    Hours/week
    25 + 25 related

    Schedule J breakdown matched by us

    Base
    $0 + $302,269 related
    Bonus
    $0 + $20,453 related
    Other
    $0 + $39,989 related
    Deferred
    $0 + $38,374 related
    Nontaxable benefits
    $0 + $41,890 related
    Filer's total
    $0 + $442,975 related

  • MATUS SARAH

    VP HOSPITAL OPERATIONS

    Total calculated
    $429,534
    From this org
    $0
    From related orgs
    $344,364
    Other
    $85,170
    Hours/week
    0.5 + 25 related

    Schedule J breakdown matched by us

    Base
    $0 + $295,683 related
    Bonus
    $0 + $22,313 related
    Other
    $0 + $26,368 related
    Deferred
    $0 + $38,076 related
    Nontaxable benefits
    $0 + $47,094 related
    Filer's total
    $0 + $429,534 related

  • TOVAR RENE

    AVP CLINICAL OPERATIONS

    Total calculated
    $300,883
    From this org
    $263,037
    From related orgs
    $0
    Other
    $37,846
    Hours/week
    0.5

    Schedule J breakdown matched by us

    Base
    $247,806
    Bonus
    $5,130
    Other
    $10,101
    Deferred
    $14,206
    Nontaxable benefits
    $23,640
    Filer's total
    $300,883

  • 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

  • LABARDARICHARD ERCILLA

    CLINICAL NURSE B-INPATIENT

    Total calculated
    $129,815
    From this org
    $120,590
    From related orgs
    $0
    Other
    $9,225
    Hours/week
    0.5

  • VINH LONG

    DIRECTOR-PHARMACY

    Total calculated
    $306,474
    From this org
    $268,498
    From related orgs
    $0
    Other
    $37,976
    Hours/week
    0.5

    Schedule J breakdown matched by us

    Base
    $239,788
    Bonus
    $12,672
    Other
    $16,038
    Deferred
    $14,334
    Nontaxable benefits
    $23,642
    Filer's total
    $306,474

  • ARELLANO JASON T

    RN-OR/SURGERY

    Total calculated
    $309,578
    From this org
    $253,780
    From related orgs
    $0
    Other
    $55,798
    Hours/week
    0.5

    Schedule J breakdown matched by us

    Base
    $241,229
    Bonus
    $5,682
    Other
    $6,869
    Deferred
    $32,157
    Nontaxable benefits
    $23,641
    Filer's total
    $309,578

  • GRANADASHARON S

    RN-CRITICAL CARE RES TEAM

    Total calculated
    $142,461
    From this org
    $124,138
    From related orgs
    $0
    Other
    $18,323
    Hours/week
    0.5

  • CASAS ISIDRO

    RN CATH LAB

    Total calculated
    $157,828
    From this org
    $127,478
    From related orgs
    $0
    Other
    $30,350
    Hours/week
    0.5

    Schedule J breakdown matched by us

    Base
    $105,188
    Bonus
    $3,768
    Other
    $18,522
    Deferred
    $16,447
    Nontaxable benefits
    $13,903
    Filer's total
    $157,828

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
  • 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: - NONE NET FLEX PLAN CREDITS PAID TO EMPLOYEE IN CASH: - HART, RICHARD HENRY: 96,162 - MATUS, SARAH: 15,220 - HUBBARD, MARK LEE: 79,999 - LALAS, ANGELA M: 147,285 - SECOR, LUCAS: 26,576 - SODERBLOM, ALAN B.: 56,176 - ROBINSON, MAVIS: 10,651 - WRIGHT, TREVOR: 166,652 - THOMAS, TAMARA: 99,465 - STAPLES-EVANS, HELEN: 89,810 - EDWARDS, LYNDON, 103,185 - JEAN-MARIE, JONATHAN 50,330 TAX INDEMNIFICATION AND GROSS-UP PAYMENTS: - HART, RICHARD HENRY: 4,678 - HUBBARD, MARK LEE: 12,119 - LALAS, ANGELA M.: 1,942 - SECOR, LUCAS: 568 - SODERBLOM, ALAN B.: 2,141 - ROBINSON, MAVIS: 1,539 - WRIGHT, TREVOR: 4,167 - THOMAS, TAMARA: 10,557 - MATUS, SARAH: 448 - STAPLES-EVANS, HELEN: 8,099 - EDWARDS, LYNDON: 3,666 - JEAN-MARIE, JONATHAN: 1,034 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

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
15 January 2026
IRS schema version
2023v6.0
Source object
202620159349301632

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