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Nonprofiteer
← LOMA LINDA UNIVERSITY

Form 990 for tax year 2023

Filed by LOMA LINDA UNIVERSITY.

Totals

Total revenue
$397,806,531
Total expenses
$380,820,289
Contributions and grants received
$35,014,531
Grants paid
$18,585,963
Program service revenue
$265,600,760
Investment income
$66,422,574
Other revenue
$30,768,666
Total assets, end of year
$1,947,539,284
Total liabilities, end of year
$1,065,914,072
Net assets or fund balances, end of year
$881,625,212
Program services expenses (Part IX)
$264,151,362
Management and general expenses
$111,598,684
Fundraising expenses
$5,070,243
Program service expenses (Part III)
$264,151,362

Program services were 69.4% 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.

  • 1f · All other contributions, gifts and grants

    $35,014,531

  • 2a · Program service revenue: TUITION AND FEES

    total $181,754,032 · related or exempt $181,754,032

  • 2b · Program service revenue: RESEARCH CONTRACTS

    total $40,652,706 · related or exempt $40,652,706

  • 2c · Program service revenue: CLINIC INCOME

    total $21,905,684 · related or exempt $21,905,684

  • 2d · Program service revenue: STUDENT LOAN INTEREST

    total $3,699,632 · related or exempt $3,699,632

  • 2f · All other program service revenue

    total $17,588,706 · related or exempt $17,588,706

  • 3 · Investment income

    total $24,576,421 · unrelated business -$999,286 · excluded $25,575,707

  • 5 · Royalties

    total $987,242 · excluded $987,242

  • 6a · Gross rents

    real property $7,346,233

  • 6b · Less rental expenses

    real property $5,025,377

  • 6c · Rental income or loss

    real property $2,320,856

  • 6d · Net rental income or loss

    total $2,320,856 · excluded $2,320,856

  • 7a · Gross sales of assets other than inventory

    securities $523,683,659

  • 7b · Less cost or other basis and sales expenses

    securities $481,837,506

  • 7c · Gain or loss

    securities $41,846,153

  • 7d · Net gain or loss

    total $41,846,153 · excluded $41,846,153

  • 10a · Gross sales of inventory

    $5,118,970

  • 10b · Cost of goods sold

    $5,626,198

  • 10c · Net income from sales of inventory

    total -$507,228 · unrelated business $784,132 · excluded -$1,291,360

  • 11a · Other revenue: POWER PLANT

    total $25,888,788 · excluded $25,888,788

  • 11b · Other revenue: INDEPENDENT OPERATIONS

    total $2,079,008 · excluded $2,079,008

  • 11e · Other revenue, total

    $27,967,796

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $285,440 · program services $285,440

  • 2 · Grants to domestic individuals

    total $18,300,523 · program services $18,300,523

  • 5 · Compensation of officers, directors and key employees

    total $933,625 · program services $851,423 · management and general $82,202

  • 7 · Other salaries and wages

    total $126,076,175 · program services $114,853,923 · management and general $11,222,252

  • 8 · Pension plan contributions

    total $11,110,831 · program services $10,188,632 · management and general $922,199

  • 9 · Other employee benefits

    total $36,129,677 · program services $33,130,914 · management and general $2,998,763

  • 10 · Payroll taxes

    total $9,260,724 · program services $8,492,084 · management and general $768,640

  • 11b · Fees: legal

    total $1,889,760 · program services $1,875,194 · management and general $14,566

  • 11c · Fees: accounting

    total $1,318,619 · management and general $1,318,619

  • 11f · Fees: investment management

    total $17,650,115 · management and general $17,650,115

  • 11g · Fees: other

    total $49,871,168 · program services $18,335,321 · management and general $26,465,604 · fundraising $5,070,243

  • 12 · Advertising and promotion

    total $642,282 · program services $465,276 · management and general $177,006

  • 13 · Office expenses

    total $14,407,151 · program services $11,773,756 · management and general $2,633,395

  • 14 · Information technology

    total $5,171,324 · program services $3,154,267 · management and general $2,017,057

  • 16 · Occupancy

    total $21,819,098 · program services $1,403,994 · management and general $20,415,104

  • 17 · Travel

    total $4,453,716 · program services $3,925,241 · management and general $528,475

  • 20 · Interest

    total $10,205,062 · program services $5,385,371 · management and general $4,819,691

  • 22 · Depreciation, depletion and amortization

    total $21,936,081 · program services $5,939,432 · management and general $15,996,649

  • 23 · Insurance

    total $4,592,743 · program services $1,951,398 · management and general $2,641,345

  • 24a · Other expenses: CLINIC & MED SUPPLIES

    total $8,234,978 · program services $8,084,246 · management and general $150,732

  • 24b · Other expenses: RESEARCH COST

    total $4,625,216 · program services $4,625,216

  • 24e · All other expenses

    total $11,905,981 · program services $11,129,711 · management and general $776,270

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $8,503,645 · end of year $17,830,547

  • 2 · Savings and temporary cash investments

    beginning of year $3,794 · end of year $5,387

  • 3 · Pledges and grants receivable

    beginning of year $2,903,028 · end of year $5,605,884

  • 4 · Accounts receivable

    beginning of year $30,063,811 · end of year $26,926,322

  • 8 · Inventories for sale or use

    beginning of year $3,410,085 · end of year $3,596,301

  • 9 · Prepaid expenses and deferred charges

    beginning of year $9,422,861 · end of year $7,649,684

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

    $1,400,999,900

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

    $448,953,249

  • 10c · Land, buildings and equipment, net

    beginning of year $821,083,645 · end of year $952,046,651

  • 11 · Investments: publicly traded securities

    beginning of year $345,441,747 · end of year $255,980,334

  • 12 · Investments: other securities

    beginning of year $485,591,038 · end of year $526,575,212

  • 13 · Investments: program-related

    beginning of year $54,941,976 · end of year $52,588,737

  • 15 · Other assets

    beginning of year $157,864,777 · end of year $98,734,225

  • 17 · Accounts payable and accrued expenses

    beginning of year $44,517,719 · end of year $47,058,395

  • 19 · Deferred revenue

    beginning of year $40,142,870 · end of year $26,734,275

  • 20 · Tax-exempt bond liabilities

    beginning of year $167,511,599 · end of year $163,456,235

  • 23 · Secured mortgages and notes payable

    beginning of year $52,053,011 · end of year $59,988,429

  • 25 · Other liabilities

    beginning of year $786,441,551 · end of year $768,676,738

  • 27 · Net assets without donor restrictions

    beginning of year $214,849,332 · end of year $102,193,048

  • 28 · Net assets with donor restrictions

    beginning of year $613,714,325 · end of year $779,432,164

Mission and programs · 2023

Mission

LOMA LINDA UNIVERSITY, A SEVENTH-DAY ADVENTIST CHRISTIAN HEALTH SCIENCES INSTITUTION, SEEKS TO FURTHER THE HEALING AND TEACHING MINISTRY OF JESUS CHRIST "TO MAKE MAN WHOLE" BY: - EDUCATING ETHICAL AND PROFICIENT CHRISTIAN HEALTH PROFESSIONALS AND SCHOLARS THROUGH INSTRUCTION, EXAMPLE, AND THE PURSUIT OF TRUTH; - EXPANDING KNOWLEDGE THROUGH RESEARCH IN THE BIOLOGICAL, BEHAVIORAL, PHYSICAL, AND ENVIRONMENTAL SCIENCES AND APPLYING THIS KNOWLEDGE TO HEALTH AND DISEASE; - PROVIDING COMPREHENSIVE, COMPETENT, AND COMPASSIONATE HEALTH CARE FOR THE WHOLE PERSON THROUGH FACULTY, STUDENTS, AND ALUMNI.

Activities or mission (Part I)

EDUCATING ETHICAL AND PROFICIENT CHRISTIAN HEALTH PROFESSIONALS AND SCHOLARS THROUGH INSTRUCTION, EXAMPLE, AND THE PURSUIT OF TRUTH; EXPANDING KNOWLEDGE THROUGH RESEARCH IN THE BIOLOGICAL, BEHAVIORAL, PHYSICAL, AND ENVIRONMENTAL SCIENCES AND APPLYING THIS KNOWLEDGE TO HEALTH AND DISEASE; PROVIDING COMPREHENSIVE, COMPETENT, AND COMPASSIONATE HEALTH CARE FOR THE WHOLE PERSON THROUGH FACULTY, STUDENTS, AND ALUMNI.

  • LOMA LINDA UNIVERSITY SCHOOL OF MEDICINE OPENED IN 1909. IT HAS BEEN ACCREDITED SINCE THE 1920S AND IS A MEMBER OF THE AMERICAN ASSOCIATION OF MEDICAL SCHOOLS. THE SCHOOL TRAINS SKILLED MEDICAL PROFESSIONALS WITH A COMMITMENT TO CHRISTIAN SERVICE AND MANY OF THE 210 GRADUATES HAVE SPENT A YEAR OR MORE IN OVERSEAS MISSION SERVICE. MOST MEDICAL STUDENTS PARTICIPATE IN PROGRAMS THAT DELIVER MEDICAL CARE TO LOWER INCOME PEOPLE WHO HAVE LITTLE ACCESS TO BASIC MEDICAL CARE. ONE QUARTER OF THE PHYSICIANS IN CALIFORNIA'S "INLAND EMPIRE" ARE GRADUATES OF THE SCHOOL OF MEDICINE. DURING THE YEAR THE SCHOOL AWARDED THE FOLLOWING DEGREES: MD 175, PHD 13, MS 31.

    Expenses $74,339,069 · Grants $8,228,495 · Revenue $67,872,753

  • THE SCHOOL OF DENTISTRY TRAINS STUDENTS IN THE DENTAL SCIENCES TO SERVE IN VARIOUS SETTINGS THROUGHOUT THE WORLD. DURING THE YEAR STUDENTS RECEIVED DEGREES IN DENTISTRY, DENTAL HYGIENE AND THE INTERNATIONAL DENTIST AND EIGHT POST GRADUATE PROGRAMS. THERE WERE MORE THAN 90,000 PATIENT VISITS IN VARIOUS CLINICS WHERE STUDENTS HONE THEIR CLINICAL SKILLS AND PREPARE FOR BOARD EXAMINATIONS. STUDENTS VOLUNTEER FOR SERVICE IN MOBILE CLINICS, HEALTH FAIRS, AND COMMUNITY CLINICS. DENTAL FACULTY ARE ACTIVE IN ADVANCING KNOWLEDGE THROUGH INTERNATIONAL LECTURES. DURING THE YEAR THE SCHOOL AWARDED THE FOLLOWING DEGREES: GRADUATE 25, BS 33, MS 17, DDS 129.

    Expenses $64,404,081 · Grants $1,098,137 · Revenue $66,186,180

  • SCHOOL OF ALLIED HEALTH PROFESSIONS PREPARES GRADUATES TO BE EMPLOYEES OF CHOICE FOR PREMIER ORGANIZATIONS AROUND THE WORLD BY PROVIDING THEM WITH PRACTICAL LEARNING EXPERIENCES THROUGH PARTNERSHIPS WITH THOSE OPEN TO SHARING OUR VISION. SINCE 1966 THE SCHOOL HAS BEEN TRAINING HIGHLY SKILLED AND DEDICATED HEALTH CARE PROFESSIONALS IN MANY FIELDS. WHATEVER THEIR SPECIALTY, GRADUATES ENJOY JOB SECURITY, GOOD PAYING WAGES, AND THE PLEASURES OF A PERSONALLY REWARDING CAREER. THE SCHOOL OFFERS OVER FIFTY SPECIALIZED HEALTH CARE DEGREE OPTIONS IN THE FIELDS OF CARDIOPULMONARY SCIENCES, CLINICAL LABORATORY SCIENCES, COMMUNICATION SCIENCES AND DISORDERS, HEALTH INFOMATICS AND INFORMATION MANAGEMENT AND ADMINISTRATION, NUTRITION AND DIETETICS, OCCUPATIONAL THERAPY, ORTHOTICS AND PROSTHETICS, PHYSICAL THERAPY, PHYSICIAN ASSISTANT SCIENCES, AND RADIATION TECHNOLOGY. DURING THE YEAR THE SCHOOL AWARDED THE FOLLOWING DEGREES: AS 55, BS 88, MS 178, PHD 88, UNDERGRADUATE 30.

    Expenses $25,580,432 · Grants $784,299 · Revenue $26,285,665

  • LLU ALSO OPERATES SCHOOLS OF BEHAVIORAL HEALTH, NURSING, PUBLIC HEALTH, PHARMACY AND RELIGION. OUR INTEGRATED FOUNDATION DIVISION MANAGES OUR TRUST AND ENDOWMENT PORTFOLIOS, AND REAL ESTATES AND RETAIL SERVICES (SUCH AS THE BOOKSTORE AND MARKET). SUPPORTING SERVICES OPERATED BY LLU INCLUDE STUDENT SERVICES ACADEMIC AFFAIRS, ATHLETIC FACILITIES, FOOD SERVICES, GENERAL AND FINANCIAL ADMINISTRATION, INFORMATION SYSTEMS, CO-GENERATION FACILITY AND MAINTENANCE. DURING THE YEAR THE SCHOOLS AWARDED THE FOLLOWING DEGREES: GRADUATE 22, BS 150, MS 219, PHD 125, PHARMD 60.

    Expenses $99,827,780 · Grants $8,475,032 · Revenue $105,256,162

As filed on the 2023 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

  • Trevor Wright

    TRUSTEE

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

  • Robert Martin

    TRUSTEE

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

  • Anthony Hilliard

    TRUSTEE

    Total calculated
    $898,128
    From this org
    $0
    From related orgs
    $851,328
    Other
    $46,800
    Hours/week
    0.5 + 1 related

    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

  • Tamara Thomas

    DEAN-SCHOOL OF MEDICINE

    Total calculated
    $863,202
    From this org
    $0
    From related orgs
    $754,825
    Other
    $108,377
    Hours/week
    50 + 1 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

  • Richard A Hart

    TRUSTEE, PRESIDENT

    Total calculated
    $850,190
    From this org
    $0
    From related orgs
    $731,774
    Other
    $118,416
    Hours/week
    25 + 26 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

  • Herbert Ruckle

    TRUSTEE

    Total calculated
    $843,250
    From this org
    $0
    From related orgs
    $795,950
    Other
    $47,300
    Hours/week
    1 + 1 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

  • Ricardo Peverini

    TRUSTEE

    Total calculated
    $790,800
    From this org
    $0
    From related orgs
    $745,000
    Other
    $45,800
    Hours/week
    1 + 1 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

  • Paul Herrmann

    TRUSTEE

    Total calculated
    $476,010
    From this org
    $0
    From related orgs
    $430,710
    Other
    $45,300
    Hours/week
    0.5 + 1 related

    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

  • Francis Chan

    TRUSTEE

    Total calculated
    $433,600
    From this org
    $0
    From related orgs
    $387,800
    Other
    $45,800
    Hours/week
    0.5 + 1 related

    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

  • Barbara McKinney

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • Ella Simmons

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • Erton Kohler

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • Eunmee Shim

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • Lisa Beardsley-Hardy

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • Paul Douglas

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • Peter N Landless

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • Richard Osborn

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • Robert Lemon

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • Sheryl Moorhead

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • Shirley Chang

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • Steven Filler

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • Ted Wilson

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • Thomas Lemon

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • Zareh Sarrafian

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • Albert Reece

    TRUSTEE

    Total calculated
    $0
    Hours/week
    0.5 + 1 related

  • April Wilson

    TRUSTEE

    Total calculated
    $0
    Hours/week
    0.5 + 1 related

  • Daniel Dawes

    TRUSTEE

    Total calculated
    $0
    Hours/week
    0.5 + 1 related

  • G Alexander Bryant

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • Gary Thurber

    TRUSTEE

    Total calculated
    $0
    Hours/week
    0.5 + 1 related

  • Jennifer Sacro

    TRUSTEE

    Total calculated
    $0
    Hours/week
    0.5 + 1 related

  • Jose Loredo

    TRUSTEE

    Total calculated
    $0
    Hours/week
    0.5 + 1 related

  • Randy Schell

    TRUSTEE

    Total calculated
    $0
    Hours/week
    0.5 + 1 related

  • Rodney Wehtje

    TRUSTEE

    Total calculated
    $0
    Hours/week
    0.5 + 1 related

  • Sandra Roberts

    TRUSTEE

    Total calculated
    $0
    Hours/week
    0.5 + 1 related

  • Wayne Harris

    TRUSTEE

    Total calculated
    $0
    Hours/week
    0.5 + 1 related

  • Wilfredo Colon

    TRUSTEE

    Total calculated
    $0
    Hours/week
    0.5 + 1 related

  • Rodney Neal

    SENIOR VP FINANCIAL AFFAIRS

    Total calculated
    $525,895
    From this org
    $0
    From related orgs
    $428,735
    Other
    $97,160
    Hours/week
    50 + 2 related

    Schedule J breakdown matched by us

    Base
    $0 + $358,554 related
    Bonus
    $0 + $24,413 related
    Other
    $0 + $45,768 related
    Deferred
    $0 + $39,264 related
    Nontaxable benefits
    $0 + $57,896 related
    Filer's total
    $0 + $525,895 related

  • Ronald L Carter

    PROVOST

    Total calculated
    $468,390
    From this org
    $0
    From related orgs
    $393,618
    Other
    $74,772
    Hours/week
    50 + 1 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

  • Lew Mowery

    ASSISTANT SECRETARY

    Total calculated
    $462,566
    From this org
    $0
    From related orgs
    $370,263
    Other
    $92,303
    Hours/week
    9 + 45 related

    Schedule J breakdown matched by us

    Base
    $0 + $306,731 related
    Bonus
    $0 + $21,075 related
    Other
    $0 + $42,457 related
    Deferred
    $0 + $38,416 related
    Nontaxable benefits
    $0 + $53,887 related
    Filer's total
    $0 + $462,566 related

  • David P Harris

    VICE PRESIDENT

    Total calculated
    $336,738
    From this org
    $0
    From related orgs
    $262,278
    Other
    $74,460
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $0 + $237,961 related
    Bonus
    $0
    Other
    $0 + $24,317 related
    Deferred
    $0 + $31,140 related
    Nontaxable benefits
    $0 + $43,320 related
    Filer's total
    $0 + $336,738 related

  • Karl Haffner

    VP-STUDENT SERVICES

    Total calculated
    $313,184
    From this org
    $0
    From related orgs
    $243,363
    Other
    $69,821
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $0 + $224,469 related
    Bonus
    $0
    Other
    $0 + $18,894 related
    Deferred
    $0 + $23,866 related
    Nontaxable benefits
    $0 + $45,955 related
    Filer's total
    $0 + $313,184 related

  • Myrna Hanna

    CORPORATE SECRETARY

    Total calculated
    $222,791
    From this org
    $0
    From related orgs
    $182,653
    Other
    $40,138
    Hours/week
    5 + 45 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

  • Kenneth Iwakoshi

    ASSISTANT SECRETARY

    Total calculated
    $204,907
    From this org
    $0
    From related orgs
    $174,516
    Other
    $30,391
    Hours/week
    1 + 1 related

    Schedule J breakdown matched by us

    Base
    $0 + $144,252 related
    Bonus
    $0 + $11,789 related
    Other
    $0 + $18,475 related
    Deferred
    $0 + $22,087 related
    Nontaxable benefits
    $0 + $8,304 related
    Filer's total
    $0 + $204,907 related

  • Robert A Handyside

    DEAN-SCHOOL OF DENTISTRY

    Total calculated
    $419,707
    From this org
    $352,546
    From related orgs
    $0
    Other
    $67,161
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $314,882
    Bonus
    $200
    Other
    $37,464
    Deferred
    $41,036
    Nontaxable benefits
    $26,125
    Filer's total
    $419,707

  • Beverly Buckles

    DEAN-SCHOOL OF BEHAVIORAL HEALTH

    Total calculated
    $292,567
    From this org
    $250,947
    From related orgs
    $0
    Other
    $41,620
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $209,749
    Bonus
    $2,733
    Other
    $38,465
    Deferred
    $32,566
    Nontaxable benefits
    $9,054
    Filer's total
    $292,567

  • Helen Hopp Marshak

    DEAN-SCHOOL OF PUBLIC HEALTH

    Total calculated
    $221,351
    From this org
    $180,097
    From related orgs
    $0
    Other
    $41,254
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $172,520
    Bonus
    $200
    Other
    $7,377
    Deferred
    $25,916
    Nontaxable benefits
    $15,338
    Filer's total
    $221,351

  • Michael Samardzija

    VP-RESEARCH AFFAIRS

    Total calculated
    $486,451
    From this org
    $0
    From related orgs
    $388,952
    Other
    $97,499
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $0 + $345,450 related
    Bonus
    $0
    Other
    $0 + $43,502 related
    Deferred
    $0 + $38,687 related
    Nontaxable benefits
    $0 + $58,812 related
    Filer's total
    $0 + $486,451 related

  • Alan Herford

    PROFESSOR

    Total calculated
    $563,277
    From this org
    $494,369
    From related orgs
    $0
    Other
    $68,908
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $198,610
    Bonus
    $200
    Other
    $295,559
    Deferred
    $44,368
    Nontaxable benefits
    $24,540
    Filer's total
    $563,277

  • Iris Hyunjoo Nam

    PROGRAM DIRECTOR 2

    Total calculated
    $552,215
    From this org
    $490,592
    From related orgs
    $0
    Other
    $61,623
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $123,646
    Bonus
    $200
    Other
    $366,746
    Deferred
    $44,319
    Nontaxable benefits
    $17,304
    Filer's total
    $552,215

  • Jaime Lozada

    PROGRAM DIRECTOR 2

    Total calculated
    $443,064
    From this org
    $383,068
    From related orgs
    $0
    Other
    $59,996
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $204,659
    Bonus
    $200
    Other
    $178,209
    Deferred
    $41,792
    Nontaxable benefits
    $18,204
    Filer's total
    $443,064

  • Brian Chu

    DENTAL ANESTHESIA SPECIALIST

    Total calculated
    $420,482
    From this org
    $369,518
    From related orgs
    $0
    Other
    $50,964
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $321,368
    Bonus
    $200
    Other
    $47,950
    Deferred
    $41,535
    Nontaxable benefits
    $9,429
    Filer's total
    $420,482

  • Jayini Suman Thakker

    ASSOC PROFESSOR-PROGRAM DIR

    Total calculated
    $449,381
    From this org
    $397,995
    From related orgs
    $0
    Other
    $51,386
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $226,031
    Bonus
    $0
    Other
    $171,964
    Deferred
    $42,182
    Nontaxable benefits
    $9,204
    Filer's total
    $449,381

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
  • 1b · Written policy on the line-1a expenses
  • 2 · Substantiation required before reimbursing expenses
  • 4b · Supplemental nonqualified retirement plan
  • 7 · Other non-fixed payments

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
  • 6b · Pay contingent on a related organization's net earnings
  • 8 · Paid under the initial-contract exception

The filer's explanations (Part III)

PART I, LINE 1A
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. TAX INDEMNIFICATION & GROSS-UP PAYMENTS: CARTER, RONALD $3,406 HAFFNER, KARL $3,287 HARRIS, DAVID PAUL $2,141 HART, RICHARD HENRY $4,678 MOWERY JR, LLEWELLYN L. $4,444 NEAL, RODNEY $5,726 THOMAS, TAMARA LYNN $10,557 WRIGHT, TREVOR $4,167
PART I, LINE 3
THE ORGANIZATION RELIED ON A RELATED ORGANIZATION THAT USED ONE OR MORE OF THE METHODS DESCRIBED TO ESTABLISH TOP MANAGEMENT OFFICIAL'S COMPENSATION.
PART I, LINE 4B
NET FLEX PLAN CREDITS PAID TO EMPLOYEE IN CASH: CARTER, RONALD $28,827 HAFFNER, KARL $645 HARRIS, DAVID PAUL $9,435 HART, RICHARD HENRY $96,162 MOWERY JR, LLEWELLYN L. $22,499 NEAL, RODNEY $22,484 THOMAS, TAMARA LYNN $99,465 WRIGHT, TREVOR $166,652
PART I, LINE 7
BONUSES ARE APPROVED BY THE BOARD OF DIRECTORS AND BASED ON MEETING GOALS.
SCHEDULE J, PART II:
THE FOLLOWING OFFICERS LISTED ON THE FORM 990, PART VII, LINE 1A OR ON SCHEDULE J, PART II ARE EMPLOYED BY LLUH. LLUH PAYS THE COMPENSATION FOR THESE OFFICERS AND REPORTS THE COMPENSATION AMOUNTS IN THE FORMS W-2 FOR EACH OFFICER. AMOUNTS REPORTED ON THE FORM 990, PART VII, LINE 1A, COLUMNS E AND F, OR ON SCHEDULE J, PART II, COLUMN E REPRESENT TOTAL AMOUNTS OF COMPENSATION RECEIVED BY EACH OFFICER FROM LLUH. THE OFFICERS DO NOT RECEIVE ANY OTHER COMPENSATION AMOUNTS FROM RELATED ORGANIZATIONS. LLUH ALLOCATES THE COMPENSATION AMOUNTS TO THE APPLICABLE RELATED ORGANIZATIONS AND RECEIVES REIMBURSEMENT PAYMENTS PURSUANT TO THE MANAGEMENT CONTRACT. ALLOCATION PERCENTAGES OF THE COMPENSATION PAYMENTS FOR THE OFFICERS ARE AS FOLLOWS: -CARTER, RONALD COMPENSATION, SERP BENEFIT: 100% FUNDED BY LLU. -HAFFNER, KARL COMPENSATION: 100% FUNDED BY LLU -HANNA, MYRNA COMPENSATION & BENEFITS FUNDED 100% BY LLUSS -HARRIS, DAVID PAUL COMPENSATION: 100% FUNDED BY LLUH -HART, RICHARD HENRY COMPENSATION, EXCLUDING SERP BENEFIT: 50% FUNDED BY LLU, 32% FUNDED BY LLUMC, 12% FUNDED BY LLUCH, 5% FUNDED BY MURRIETA AND 1% FUNDED BY LLUMBMC SERP BENEFIT: 100% FUNDED BY LLUMC -MOWERY, JR, LLEWELLYN L. COMPENSATION, EXCLUDING INCENTIVE AND SERP BENEFIT: 100% FUNDED BY LLUSS. INCENTIVE AND SERP BENEFIT: 100% FUNDED BY LLUMC -NEAL, RODNEY COMPENSATION, EXCLUDING INCENTIVE AND SERP BENEFIT: 85% FUNDED BY LLU AND 15% FUNDED BY LLUSS. INCENTIVE AND SERP BENEFIT: 100% FUNDED BY LLUMC -SAMARDZIJA, MICHAEL COMPENSATION, SERP BENEFIT: 100% FUNDED BY LLU. -THOMAS, TAMARA LYNN COMPENSATION: 100% FUNDED BY LLU -IWAKOSHI, KENNETH COMPENSATION: 100% FUNDED BY LLU

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.

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.

Disregarded entities

Part I: entities that legally are the filer and file no return of their own.

Related partnerships

Part III: related organizations taxable as a partnership, with the filer's share.

  • REFACTOR APOGEE LP

    RELATED · MULTIFAMILY RESIDENTIAL REAL ESTATE · CA · 68.97% owned · share of income -$5,496 · share of assets $1,031,994

    Directly controlled by LOMA LINDA UNIVERSITY

  • REFACTOR AURORA LP

    RELATED · MULTIFAMILY RESIDENTIAL REAL ESTATE · CA · 80% owned · share of income -$6,736 · share of assets $2,043,583

    Directly controlled by LOMA LINDA UNIVERSITY

  • REFACTOR SYNTHESIS LP

    RELATED · MULTIFAMILY RESIDENTIAL REAL ESTATE · CA · 66.67% owned · share of income -$7,436 · share of assets $1,040,721

    Directly controlled by LOMA LINDA UNIVERSITY

  • REFACTOR SCALEUP LP

    RELATED · MULTIFAMILY RESIDENTIAL REAL ESTATE · CA · 52.03% owned · share of income -$5,297 · share of assets $10,034,309

    Directly controlled by LOMA LINDA UNIVERSITY

  • CR SEDONA HOLDINGS LLC

    RELATED · MULTIFAMILY RESIDENTIAL REAL ESTATE · CA · 66.95% owned · share of income -$364,068 · share of assets $16,760,109

    Directly controlled by LOMA LINDA UNIVERSITY

  • CR SILVER OAK HOLDINGS LLC

    RELATED · MULTIFAMILY RESIDENTIAL REAL ESTATE · CA · 69.77% owned · share of income -$355,532 · share of assets $16,945,201

    Directly controlled by LOMA LINDA UNIVERSITY

  • AEP SX SPV LLC

    RELATED · MULTIFAMILY RESIDENTIAL REAL ESTATE · CA · 88.24% owned · share of income -$55,458 · share of assets $7,460,169

    Directly controlled by LOMA LINDA UNIVERSITY

Related corporations and trusts

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

  • CHARITABLE REMAINDER TRUSTS (121)

    TRUST MANAGEMENT · CA

  • SOF VIII INVESTOR X

    C · REAL ESTATE · UK · 100% owned · controlled entity

    Directly controlled by LOMA LINDA UNIVERSITY

Provenance

Return type
form_990
Tax year
2023
Filed
15 May 2025
IRS schema version
2023v6.0
Source object
202501359349311825

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