LOMA LINDA UNIVERSITY MEDICAL CENTER-MURRIETA: Form 990, tax year 2017
View the entire original 990 at ProPublica ↗
- Organization
- LOMA LINDA UNIVERSITY MEDICAL CENTER-MURRIETA (EIN 37-1705906)
- Tax period
- 2017-07-01 to 2018-06-30
- Filed
- 2019-05-21
- IRS object ID
- 201911419349301656
- Schema version
- 2017v2.3
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule B
- Schedule D
- Schedule H
- Schedule J
- Schedule O
- Schedule R
- Reasonable Cause Explanation
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2019-05-21T19:17:44-05:00 | ReturnTs |
| Tax Period End | 2018-06-30 | TaxPeriodEndDt |
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2017-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 371705906 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LOMA LINDA UNIVERSITY MED CNTR-MURRIETA | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | LOMA | BusinessNameControlTxt |
| Phone | 9512904000 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 926 FINANCE | AddressLine1Txt |
| City | LOMA LINDA | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 92354 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ALAN SODERBLOM | PersonNm |
| Person Title | CFO | PersonTitleTxt |
| Phone | 9095584490 | PhoneNum |
| Signature | 2019-05-21 | SignatureDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 143.197.222.231 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2019-05-21 | IPDt |
| IP Tm | 19:17:33 | IPTm |
| IP Timezone | PD | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | AB8BD5A88D4BA927D2DA994192B6818756100B67 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 0EB4CE1ACD44DB279B6C2D9A8476B20948576B96 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2017 | TaxYr |
| Build TS | 2019-02-21 02:37:17Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | ANGELA M LALAS | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 11234 ANDERSON ST | AddressLine1Txt |
| City | LOMA LINDA | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 92563 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $190,807,722 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Group Exemption | 1071 | GroupExemptionNum |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.LLUMCMURRIETA.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 2012 | FormationYr |
| Legal Domicile State | CA | LegalDomicileStateCd |
| Activity Or Mission | PROVIDE MEDICAL & HEALTH CARE SERVICES TO THE COMMUNITY. | ActivityOrMissionDesc |
| Voting Members Governing Body | 34 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 25 | VotingMembersIndependentCnt |
| Total Employee | 1208 | TotalEmployeeCnt |
| Total Volunteers | 232 | TotalVolunteersCnt |
| Total Gross UBI | $361,841 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $9,542 | PYContributionsGrantsAmt |
| CY Contributions Grants | $74,218 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $80,422,590 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $188,594,242 | CYProgramServiceRevenueAmt |
| PY Investment Income | $0 | PYInvestmentIncomeAmt |
| CY Investment Income | $95,996 | CYInvestmentIncomeAmt |
| PY Other Revenue | -$77,826 | PYOtherRevenueAmt |
| CY Other Revenue | $490,153 | CYOtherRevenueAmt |
| PY Total Revenue | $80,354,306 | PYTotalRevenueAmt |
| CY Total Revenue | $189,254,609 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $0 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $0 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $37,272,834 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $82,649,384 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $215,827 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $57,213,576 | PYOtherExpensesAmt |
| CY Other Expenses | $126,252,260 | CYOtherExpensesAmt |
| PY Total Expenses | $94,486,410 | PYTotalExpensesAmt |
| CY Total Expenses | $208,901,644 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$14,132,104 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$19,647,035 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $92,464,392 | TotalAssetsBOYAmt |
| Total Assets EOY | $119,961,393 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $240,030,775 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $275,726,877 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | -$147,566,383 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | -$155,765,484 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | OUR MISSION IS TO CONTINUE THE TEACHING AND HEALING MINISTRY OF JESUS CHRIST IN A SETTING OF ADVANCING MEDICAL SCIENCE AND TO PROVIDE A STIMULATING CLINICAL AND RESEARCH ENVIRONMENT FOR THE EDUCATION OF PHYSICIANS, NURSES, AND OTHER HEALTH PROFESSIONALS. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $157,890,811 | ExpenseAmt |
| Revenue | $188,818,550 | RevenueAmt |
| Desc | LOMA LINDA UNIVERSITY MEDICAL CENTER - MURRIETA (LLUMC-M) PROVIDES QUALITY MEDICAL HEALTH CARE REGARDLESS OF RACE, CREED, SEX, NATIONAL ORIGIN, HANDICAP, AGE, OR ABILITY TO PAY. ALTHOUGH REIMBURSEMENT FOR SERVICES RENDERED IS CRITICAL TO THE OPERATION AND STABILITY OF THE LLUMC-M, THE ORGANIZATION RECOGNIZES THAT NOT ALL INDIVIDUALS POSSESS THE ABILITY TO PAY FOR ESSENTIAL MEDICAL SERVICES. LOMA LINDA UNIVERSITY HEALTH'S VISION, OF WHICH LLUMC-M IS A MEMBER, IS TO ENHANCE THE HEALTH OF THE COMMUNITIES WHERE WE LIVE AND SERVE, BY ENGAGING OUR COMMUNITY AND OUR PATIENTS IN A NEW DEFINITION OF A PARTNERSHIP FOR PERSONAL COMMUNITY HEALTH. IN KEEPING WITH THIS COMMITMENT TO SERVE ALL MEMBERS OF THE COMMUNITY, THE FOLLOWING WILL BE CONSIDERED WHEN INDIVIDUALS WHO NEED HEALTH CARE CANNOT PAY:- PROVIDING FREE CARE AND/OR SUBSIDIZED CARE.- PROVIDING CARE TO PERSONS COVERED BY GOVERNMENTAL PROGRAMS AT BELOW COST.- PROVIDING HEALTH/WELLNESS ACTIVITIES AND COMMUNITY EDUCATION PROGRAMS.NOT ONLY DOES LLUMC-M PROVIDE LOW-COST CARE TO INDIVIDUALS COVERED BY GOVERNMENT PROGRAMS AND THOSE UNABLE TO AFFORD HEALTH CARE, BUT IT ALSO HELPS PATIENTS FIND AND ACCESS PRIVATE AND GOVERNMENTAL RESOURCES FOR HEALTH CARE BENEFITS. LLUMC-M RECOGNIZES BELOW-COST REIMBURSEMENT AS CHARITY AND UNCOMPENSATED CARE IN MEETING ITS MISSION TO THE ENTIRE COMMUNITY. THE UNREIMBURSED VALUE OF PROVIDING CARE TO THESE PATIENTS IN FISCAL YEAR 2018 WAS $1,221,635. INPATIENT SERVICES IN FISCAL YEAR 2018 WERE PROVIDED TO 9,567 PATIENTS. THESE SERVICES INCLUDED: 1,012 BABIES DELIVERED 2,086 SURGERIES PERFORMED75,440 RADIOLOGY PROCEDURES PERFORMED10,470 CARDIAC CATHERIZATIONS AND OTHER PROCEDURESOUTPATIENT SERVICES IN FISCAL YEAR 2018 INCLUDE THE FOLLOWING SERVICES AS A PARTIAL REPORT OF TOTAL SERVICES PROVIDED:50,836 EMERGENCY ROOM VISITS 1,351 OUTPATIENT SURGERIES PERFORMED 7,421 RADIOLOGY PROCEDURES PERFORMED 7,653 HYPERBARIC OXYGEN THERAPY & WOUND CARE TREATMENTS 2,075 RADIATION ONCOLOGY TREATMENTS 5,781 OUTPATIENT REHABILITATION SERVICES | Desc |
| Total Program Service Expenses | $157,890,811 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Temp Or Permanent Endowments | 0 | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | Yes (1) | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | 0 | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (1) | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | Yes (1) | OperateHospitalInd |
| Audited Financial Stmt Att | Yes (1) | AuditedFinancialStmtAttInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | 0 | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| Info In Schedule O Part V | Yes (X) | InfoInScheduleOPartVInd |
| IRP Document | 72 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 1208 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 34 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 25 | IndependentVotingMemberCnt |
| Family Or Business Rln | Yes (1) | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | Yes (1) | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | Yes (1) | MembersOrStockholdersInd |
| Election Of Board Members | Yes (1) | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | Yes (1) | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | CA | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ANGELA M LALAS | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 9095584490 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 11234 ANDERSON ST | AddressLine1Txt |
| City | LOMA LINDA | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 92354 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (54 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | OfficerOfficerInd | Key EmployeeKeyEmployeeInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd | Former Ofcr Director TrusteeFormerOfcrDirectorTrusteeInd |
|---|---|---|---|---|---|---|---|---|---|---|
| BEARDSLEY-HARDY LISA | ||||||||||
| TRUSTEE | 0.00 | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| CHANG SHIRLEY | ||||||||||
| TRUSTEE | 0.00 | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| CHINNOCK RICHARD | ||||||||||
| TRUSTEE | 0.00 | 1.00 | Yes (X) | $0 | $365,914 | $40,100 | ||||
| CHRISPENS JERE | ||||||||||
| TRUSTEE | 0.00 | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| COLON WILFREDO | ||||||||||
| TRUSTEE | 0.00 | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| DODDS SHERYL | ||||||||||
| TRUSTEE | 0.00 | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| FILLER STEVEN | ||||||||||
| TRUSTEE | 0.00 | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| GRAHAM RICARDO | ||||||||||
| TRUSTEE | 0.00 | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| HADLEY HENRY ROGER | ||||||||||
| TRUSTEE/EVP | 0.00 | 50.00 | Yes (X) | $0 | $494,716 | $58,224 | ||||
| HARRIS WAYNE | ||||||||||
| TRUSTEE | 0.00 | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| HART RICHARD HENRY | ||||||||||
| PRESIDENT | 0.00 | 50.00 | Yes (X) | $0 | $515,854 | $56,739 | Yes (X) | |||
| HEGSTAD DOUGLAS | ||||||||||
| TRUSTEE | 0.00 | 1.00 | Yes (X) | $0 | $315,000 | $41,100 | ||||
| HEINRICH KERRY | ||||||||||
| CEO | 0.00 | 50.00 | Yes (X) | $0 | $1,139,621 | $69,360 | Yes (X) | |||
| JACKSON DAN | ||||||||||
| VICE CHAIRMAN | 0.00 | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| JOHNSON MARK | ||||||||||
| TRUSTEE | 0.00 | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| KIDDER MELISSA | ||||||||||
| TRUSTEE | 0.00 | 1.00 | Yes (X) | $0 | $130,143 | $7,000 | ||||
| LANDLESS PETER | ||||||||||
| TRUSTEE | 0.00 | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| LEMON ROBERT | ||||||||||
| TRUSTEE | 0.00 | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| LEMON THOMAS | ||||||||||
| TRUSTEE | 0.00 | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| MARTIN ROBERT | ||||||||||
| TRUSTEE | 0.00 | 1.00 | Yes (X) | $0 | $144,090 | $41,100 | ||||
| MINOR PATRICK | ||||||||||
| TRUSTEE | 0.00 | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| MOORE LARRY | ||||||||||
| TRUSTEE | 0.00 | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| NG GT | ||||||||||
| TRUSTEE | 0.00 | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| PEVERINI RICARDO | ||||||||||
| TRUSTEE | 0.00 | 1.00 | Yes (X) | $0 | $388,750 | $40,100 | ||||
| PRESTOL-PUESAN JUAN | ||||||||||
| TRUSTEE | 0.00 | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| REINER SCOTT | ||||||||||
| TRUSTEE | 0.00 | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| RUCKLE HERBERT | ||||||||||
| TRUSTEE | 0.00 | 1.00 | Yes (X) | $0 | $531,325 | $41,600 | ||||
| SHIM RON | ||||||||||
| TRUSTEE | 0.00 | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| SMITH RON | ||||||||||
| TRUSTEE | 0.00 | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| TREVINO MAX | ||||||||||
| TRUSTEE | 0.00 | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| TSAO ERIC | ||||||||||
| TRUSTEE | 0.00 | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| WERNER TOM | ||||||||||
| TRUSTEE | 0.00 | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| WILLIAMS DAVID | ||||||||||
| TRUSTEE | 0.00 | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| WILSON TED | ||||||||||
| TRUSTEE | 0.00 | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| WOODRUFF ROGER | ||||||||||
| TRUSTEE | 0.00 | 1.00 | Yes (X) | $0 | $270,000 | $40,100 | ||||
| BAKER PETER | ||||||||||
| SENIOR VP ADMIN | 0.00 | 50.00 | $394,555 | $0 | $55,051 | Yes (X) | ||||
| HANNA MYRNA LEE | ||||||||||
| CORP SECRETARY | 0.00 | 50.00 | $0 | $170,939 | $29,591 | Yes (X) | ||||
| HUBBARD MARK LEE | ||||||||||
| ASST CORP SECRETARY | 0.00 | 50.00 | $0 | $605,165 | $64,099 | Yes (X) | ||||
| HUGGINS L ORLANDO | ||||||||||
| ASST CORP SECRETARY | 0.00 | 50.00 | $0 | $0 | $0 | Yes (X) | ||||
| LALAS ANGELA MANALO | ||||||||||
| CFO 5/21/18/PRIOR SVP FIN | 0.00 | 50.00 | $0 | $570,934 | $59,761 | Yes (X) | ||||
| LANG KEVIN J | ||||||||||
| CFO UNTIL 3/31/18 | 0.00 | 50.00 | $0 | $1,089,235 | $73,189 | Yes (X) | ||||
| SMITH WHITNEY P | ||||||||||
| ASST CORP SECRETARY | 0.00 | 50.00 | $0 | $0 | $0 | Yes (X) | ||||
| SODERBLOM ALAN | ||||||||||
| VP FINANCE | 50.00 | 0.00 | $143,939 | $0 | $15,748 | Yes (X) | ||||
| SOUBIROUS LINDA LEE | ||||||||||
| CNO | 50.00 | 0.00 | $247,251 | $0 | $38,742 | Yes (X) | ||||
| WRIGHT TREVOR G | ||||||||||
| COO | 0.00 | 50.00 | $0 | $669,150 | $61,074 | Yes (X) | ||||
| CAMACHO ANGIE | ||||||||||
| EXEC DIR-INPATIENT SVCS | 50.00 | $156,720 | $0 | $2,082 | Yes (X) | |||||
| EISELE MELVIN ARTHUR | ||||||||||
| VP ADMINISTRATION | 0.50 | 49.50 | $0 | $386,667 | $55,784 | Yes (X) | ||||
| LENO SONDRA | ||||||||||
| VP FINANCE | 0.50 | 49.50 | $0 | $295,665 | $53,636 | Yes (X) | ||||
| VINH LONG | ||||||||||
| DIRECTOR-PHARMACY | 50.00 | $214,293 | $0 | $41,841 | Yes (X) | |||||
| ESPADERO RESTITUTO C | ||||||||||
| PHARMACIST | 50.00 | $190,955 | $0 | $33,150 | Yes (X) | |||||
| ARELLANO JASON T | ||||||||||
| RN-OR/SURGERY | 50.00 | $179,355 | $0 | $36,684 | Yes (X) | |||||
| TRAN KIET | ||||||||||
| PHARMACIST | 50.00 | $177,844 | $0 | $36,901 | Yes (X) | |||||
| JOBSON SYNANDA M | ||||||||||
| PHARMACIST | 50.00 | $187,596 | $0 | $13,061 | Yes (X) | |||||
| PAPPAS JAMES | ||||||||||
| FORMER VP QUALITY & PATIENT SAFETY | 0.00 | 50.00 | $0 | $300,000 | $40,100 | Yes (X) | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $1,892,508 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $8,383,168 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $1,145,917 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 141 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | Yes (1) | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| CERNER CORPORATION | |||||
| 2800 ROCKCREEK PARKWAY | KANSAS CITY | MO | 64117 | PROFESSIONAL SERVICES | $6,888,988 |
| LOMA LINDA UNIVERSITY SHARED SERVICES | |||||
| PO BOX 926 | LOMA LINDA | CA | 92354 | SHARED SERVICES | $6,620,293 |
| LLUSS - RISK MANAGEMENT | |||||
| 101 E REDLANDS BLVD | SAN BERNARDINO | CA | 92408 | INSURANCE | $4,366,707 |
| SHIFTWISE | |||||
| 1800 SW 1ST AVE | PORTLAND | OR | 97201 | REGISTRY STAFFING | $2,603,470 |
| FACULTY PHYSICIANS AND SURGEONS | |||||
| 11175 CAMPUS ST 1120 | LOMA LINDA | CA | 92350 | PHYSICIAN SERVICES | $2,354,465 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 39 | CntrctRcvdGreaterThan100KCnt |
| All Other Contributions | $74,218 | AllOtherContributionsAmt |
| Total Contributions | $74,218 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (4 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| PATIENT SERVICE REVENUE | 900099 | $177,041,367 | $177,041,367 |
| PROVIDER FEE REVENUE | 900099 | $9,973,858 | $9,973,858 |
| DIETARY | 722210 | $33,343 | $33,343 |
| NET ASSETS RELEASED FROM RESTRICT | 900099 | $6,840 | $6,840 |
Total Oth Program Service Rev TotalOthProgramServiceRevGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,538,834 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $1,538,834 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $188,594,242 | TotalProgramServiceRevenueAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | $95,996 | OtherAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | $0 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | $95,996 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $95,996 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $95,996 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | $1,914,954 | GrossSalesOfInventoryAmt |
| Cost Of Goods Sold | $1,553,113 | CostOfGoodsSoldAmt |
Net Income Or Loss NetIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $361,841 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | $361,841 | UnrelatedBusinessRevenueAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | INTEREST FEE | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $128,312 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $128,312 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $128,312 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $189,254,609 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $188,818,550 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $361,841 | UnrelatedBusinessRevenueAmt |
| Exclusion | $0 | ExclusionAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,232,873 | TotalAmt |
| Management And General | $1,232,873 | ManagementAndGeneralAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $60,624,677 | TotalAmt |
| Program Services | $56,058,634 | ProgramServicesAmt |
| Management And General | $4,566,043 | ManagementAndGeneralAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,426,539 | TotalAmt |
| Program Services | $1,890,548 | ProgramServicesAmt |
| Management And General | $535,991 | ManagementAndGeneralAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $13,609,647 | TotalAmt |
| Program Services | $11,359,573 | ProgramServicesAmt |
| Management And General | $2,250,074 | ManagementAndGeneralAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,755,648 | TotalAmt |
| Program Services | $4,294,473 | ProgramServicesAmt |
| Management And General | $461,175 | ManagementAndGeneralAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $525,719 | TotalAmt |
| Program Services | $307,071 | ProgramServicesAmt |
| Management And General | $218,648 | ManagementAndGeneralAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $291,780 | TotalAmt |
| Management And General | $291,780 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $10,831,602 | TotalAmt |
| Program Services | $8,502,714 | ProgramServicesAmt |
| Management And General | $2,328,888 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,796 | TotalAmt |
| Program Services | $277 | ProgramServicesAmt |
| Management And General | $4,519 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,210,119 | TotalAmt |
| Program Services | $3,119,941 | ProgramServicesAmt |
| Management And General | $1,090,178 | ManagementAndGeneralAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,545,413 | TotalAmt |
| Program Services | $5,590,171 | ProgramServicesAmt |
| Management And General | $1,955,242 | ManagementAndGeneralAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $28,275,942 | TotalAmt |
| Program Services | $19,599,134 | ProgramServicesAmt |
| Management And General | $8,676,808 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $73,858 | TotalAmt |
| Program Services | $41,102 | ProgramServicesAmt |
| Management And General | $32,756 | ManagementAndGeneralAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $18,098 | TotalAmt |
| Program Services | $13,231 | ProgramServicesAmt |
| Management And General | $4,867 | ManagementAndGeneralAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,916,660 | TotalAmt |
| Management And General | $3,916,660 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,280,800 | TotalAmt |
| Program Services | $3,365,654 | ProgramServicesAmt |
| Management And General | $915,146 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $581,196 | TotalAmt |
| Management And General | $581,196 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| MEDICAL RELATED SUPPLIE | $32,258,438 | $31,829,277 | $429,161 | |
| PURCHASED SERVICES | $18,441,802 | $10,700,442 | $7,525,533 | $215,827 |
| PROVIDER FEE EXPENSES | $13,172,699 | $0 | $13,172,699 | |
| R&M-EQUIPMENT | $1,178,463 | $1,126,823 | $51,640 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $644,875 | TotalAmt |
| Program Services | $91,746 | ProgramServicesAmt |
| Management And General | $553,129 | ManagementAndGeneralAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $208,901,644 | TotalAmt |
| Program Services | $157,890,811 | ProgramServicesAmt |
| Management And General | $50,795,006 | ManagementAndGeneralAmt |
| Fundraising | $215,827 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,827,203 | BOYAmt |
| EOY | $28,364,584 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,046,000 | BOYAmt |
| EOY | $1,046,000 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $29,864,009 | BOYAmt |
| EOY | $38,256,474 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $75,138 | BOYAmt |
| EOY | $68,693 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,357,671 | BOYAmt |
| EOY | $4,079,558 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,996,276 | BOYAmt |
| EOY | $1,704,968 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $88,522,252 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $61,963,608 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $28,405,374 | BOYAmt |
| EOY | $26,558,644 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $13,892,721 | BOYAmt |
| EOY | $19,882,472 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $92,464,392 | BOYAmt |
| EOY | $119,961,393 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $12,436,925 | BOYAmt |
| EOY | $27,871,203 | EOYAmt |
Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $13,924,095 | BOYAmt |
| EOY | $14,127,990 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $60,952,592 | BOYAmt |
| EOY | $51,539,305 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $152,717,163 | BOYAmt |
| EOY | $182,188,379 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $240,030,775 | BOYAmt |
| EOY | $275,726,877 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | -$147,566,383 | BOYAmt |
| EOY | -$155,765,484 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | -$147,566,383 | BOYAmt |
| EOY | -$155,765,484 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $92,464,392 | BOYAmt |
| EOY | $119,961,393 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | -$19,647,035 | ReconcilationRevenueExpnssAmt |
| Other Changes In Net Assets | $11,447,934 | OtherChangesInNetAssetsAmt |
| Info In Schedule O Part XII | Yes (X) | InfoInScheduleOPartXIIInd |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Consolidated Basis Fincl Stmt | Yes (X) | ConsolidatedBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Hospital | Yes (X) | HospitalInd |
Schedule B IRS990ScheduleB
Schedule D IRS990ScheduleD
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $12,263,646 | OtherCostOrOtherBasisAmt |
| Book Value | $12,263,646 | BookValueAmt |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $7,048,766 | OtherCostOrOtherBasisAmt |
| Depreciation | $1,965,837 | DepreciationAmt |
| Book Value | $5,082,929 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $68,984,640 | OtherCostOrOtherBasisAmt |
| Depreciation | $59,997,771 | DepreciationAmt |
| Book Value | $8,986,869 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $225,200 | OtherCostOrOtherBasisAmt |
| Book Value | $225,200 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $26,558,644 | TotalBookValueLandBuildingsAmt |
Other Assets Org OtherAssetsOrgGrp (3 entries)
| DescDesc | Book ValueBookValueAmt |
|---|---|
| LONG-TERM RELATED PARTY RECEIVABLES | $15,884,069 |
| OTHER LONG-TERM ASSETS | $472,679 |
| OTHER RECEIVABLES | $3,525,724 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | $19,882,472 | TotalBookValueOtherAssetsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (5 entries)
| DescDesc | AmtAmt |
|---|---|
| DEFERRED RENT | $20,875,950 |
| DUE TO SPECIFIC PURPOSE FUND | $36,319 |
| NOTE PAYABLE - LLU-RELATED PARTY - UNSECURED | $85,418,314 |
| RELATED PARTY PAYABLES | $64,107,686 |
| THIRD PARTY PAYABLES | $11,750,110 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $182,188,379 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART X, LINE 2: | FormAndLineReferenceDesc |
| Explanation | THE EXPLANATION BELOW IS TAKEN FROM THE "COMBINED FINANCIAL STATEMENTS AND SUPPLEMENTARY INFORMATION" FOR LOMA LINDA UNIVERSITY MEDICAL CENTER AND AFFILIATES YEARS ENDED JUNE 30, 2018 AND JUNE 30, 2017. THE PRINCIPAL OPERATIONS OF LLUMC-M ARE EXEMPT FROM TAXATION PURSUANT TO INTERNAL REVENUE CODE SECTION 501(C)(3) AND THE RELATED STATE PROVISIONS. ACCOUNTING STANDARDS CODIFICATION (ASC) TOPIC 740, INCOME TAXES, CLARIFIES THE ACCOUNTING FOR INCOME TAXES BY PRESCRIBING A MINIMUM RECOGNITION THRESHOLD THAT A TAX POSITION IS REQUIRED TO MEET BEFORE BEING RECOGNIZED IN THE FINANCIAL STATEMENTS. ASC 740 ALSO PROVIDES GUIDANCE ON DERECOGNITION, MEASUREMENT, CLASSIFICATION, INTEREST AND PENALTIES, DISCLOSURE, AND TRANSITION. THE GUIDANCE IS APPLICABLE TO PASS-THROUGH ENTITIES AND TAX-EXEMPT ORGANIZATIONS. NO SIGNIFICANT LIABILITY FOR TAX BENEFITS, INTEREST, OR PENALTIES WAS ACCRUED OR NEEDED TO BE ACCRUED AT JUNE 30, 2018 OR 2017. LLUMC-M CURRENTLY FILES FORM 990 (INFORMATIONAL RETURN OF ORGANIZATIONS EXEMPT FROM INCOME TAXES) AND FORM 990-T (BUSINESS INCOME TAX RETURN FOR AN EXEMPT ORGANIZATION) IN THE U.S. FEDERAL JURISDICTION AND THE STATE OF CALIFORNIA FOR EACH TAX-EXEMPT ORGANIZATION AS APPROPRIATE. LLUMC IS NOT SUBJECT TO INCOME TAX EXEMINATION PRIOR TO 2014 IN MAJOR JURISDICTIONS. THE TAX CUTS AND JOBS ACT (THE ACT) WAS ENACTED ON DECEMBER 22, 2017. THE PROVISIONS OF THE ACT DO NOT HAVE A MATERIAL TAX EFFECT ON LLUMC'S COMBINED FINANCIAL STATEMENTS. CERTAIN REGULATORY GUIDANCE PROVIDES FOR A MEASUREMENT PERIOD OF UP TO ONE YEAR, DURING WHICH ACCOUNTING FOR THE TAX EFFECTS OF THE ACT MAY BE COMPLETED. LLUMC-M WILL CONTINUE TO EVALUATE THE IMPACT OF THE ACT AND MAY RECORD ADJUSTMENTS AS ADDITIONAL INFORMATION AND GUIDANCE IS RELEASED BY THE INTERNAL REVENUE SERVICE ON PROVISIONS OF THE ACT THAT IMPACTS TAX-EXEMPT ORGANIZATIONS. | ExplanationTxt |
Schedule H IRS990ScheduleH
| Field | Value | IRS element (for citing) |
|---|---|---|
| Financial Assistance Policy | Yes (1) | FinancialAssistancePolicyInd |
| Written Policy | Yes (1) | WrittenPolicyInd |
| All Hospitals Policy | Yes (X) | AllHospitalsPolicyInd |
| FPG Reference Free Care | Yes (1) | FPGReferenceFreeCareInd |
| Percent200 | Yes (X) | Percent200Ind |
| FPG Reference Discounted Care | Yes (1) | FPGReferenceDiscountedCareInd |
| Percent350 | Yes (X) | Percent350Ind |
| Free Care Medically Indigent | Yes (1) | FreeCareMedicallyIndigentInd |
| Financial Assistance Budget | Yes (1) | FinancialAssistanceBudgetInd |
| Expenses Exceed Budget | 0 | ExpensesExceedBudgetInd |
| Annual Community Bnft Report | Yes (1) | AnnualCommunityBnftReportInd |
| Report Publically Available | Yes (1) | ReportPublicallyAvailableInd |
Financial Assistance At Cost Typ FinancialAssistanceAtCostTyp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expns | $221,605 | TotalCommunityBenefitExpnsAmt |
| Net Community Benefit Expns | $221,605 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.00110 | TotalExpensePct |
Unreimbursed Medicaid UnreimbursedMedicaidGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expns | $33,775,545 | TotalCommunityBenefitExpnsAmt |
| Direct Offsetting Revenue | $29,956,084 | DirectOffsettingRevenueAmt |
| Net Community Benefit Expns | $3,819,461 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.01830 | TotalExpensePct |
Unreimbursed Costs UnreimbursedCostsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expns | $13,172,699 | TotalCommunityBenefitExpnsAmt |
| Direct Offsetting Revenue | $9,973,858 | DirectOffsettingRevenueAmt |
| Net Community Benefit Expns | $3,198,841 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.01530 | TotalExpensePct |
Total Financial Assistance Typ TotalFinancialAssistanceTyp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expns | $47,169,849 | TotalCommunityBenefitExpnsAmt |
| Direct Offsetting Revenue | $39,929,942 | DirectOffsettingRevenueAmt |
| Net Community Benefit Expns | $7,239,907 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.03470 | TotalExpensePct |
Cash And In Kind Contributions CashAndInKindContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expns | $37,683 | TotalCommunityBenefitExpnsAmt |
| Net Community Benefit Expns | $37,683 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.00020 | TotalExpensePct |
Total Other Benefits TotalOtherBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expns | $37,683 | TotalCommunityBenefitExpnsAmt |
| Net Community Benefit Expns | $37,683 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.00020 | TotalExpensePct |
Total Community Benefits TotalCommunityBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expns | $47,207,532 | TotalCommunityBenefitExpnsAmt |
| Direct Offsetting Revenue | $39,929,942 | DirectOffsettingRevenueAmt |
| Net Community Benefit Expns | $7,277,590 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.03490 | TotalExpensePct |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bad Debt Expense Reported | Yes (1) | BadDebtExpenseReportedInd |
| Bad Debt Expense | $11,633,820 | BadDebtExpenseAmt |
| Bad Debt Expense Attributable | $1,944,731 | BadDebtExpenseAttributableAmt |
| Reimbursed By Medicare | $29,444,748 | ReimbursedByMedicareAmt |
| Cost Of Care Reimbursed By Medcr | $35,383,929 | CostOfCareReimbursedByMedcrAmt |
| Medicare Surplus Or Shortfall | -$5,939,181 | MedicareSurplusOrShortfallAmt |
Costing Methodology Used CostingMethodologyUsedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cost To Charge Ratio | Yes (X) | CostToChargeRatioInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Written Debt Collection Policy | Yes (1) | WrittenDebtCollectionPolicyInd |
| Financial Assistance Prvsn | Yes (1) | FinancialAssistancePrvsnInd |
| Hospital Facilities | 1 | HospitalFacilitiesCnt |
Hospital Facilities HospitalFacilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Facility | 1 | FacilityNum |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LOMA LINDA UNIVERSITY MED CTR-MURRIETA | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 28062 BAXTER ROAD | AddressLine1Txt |
| City | MURRIETA | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 92563 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Website Address | WWW.LLUMCMURRIETA.ORG | WebsiteAddressTxt |
| State License | 550001535 | StateLicenseNum |
| Licensed Hospital | Yes (X) | LicensedHospitalInd |
| General Medical And Surgical | Yes (X) | GeneralMedicalAndSurgicalInd |
| Emergency Room24 Hrs | Yes (X) | EmergencyRoom24HrsInd |
Hospital Fclty Policies Prctc HospitalFcltyPoliciesPrctcGrp
Hospital Facility Name HospitalFacilityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LOMA LINDA UNIVERSITY MED CNTR-MURRIETA | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Facility | 1 | FacilityNum |
| First Licensed CY Or PY | 0 | FirstLicensedCYOrPYInd |
| Tax Exempt Hospital CY Or PY | 0 | TaxExemptHospitalCYOrPYInd |
| CHNA Conducted | Yes (1) | CHNAConductedInd |
| Community Definition | Yes (X) | CommunityDefinitionInd |
| Community Demographics | Yes (X) | CommunityDemographicsInd |
| Existing Resources | Yes (X) | ExistingResourcesInd |
| How Data Obtained | Yes (X) | HowDataObtainedInd |
| Community Health Needs | Yes (X) | CommunityHealthNeedsInd |
| Other Health Issues | Yes (X) | OtherHealthIssuesInd |
| Community Hlth Needs Id Process | Yes (X) | CommunityHlthNeedsIdProcessInd |
| Consulting Process | Yes (X) | ConsultingProcessInd |
| Prior CHNA Impact | Yes (X) | PriorCHNAImpactInd |
| CHNA Conducted | 16 | CHNAConductedYr |
| Take Into Account Others Input | Yes (1) | TakeIntoAccountOthersInputInd |
| CHNA Conducted With Other Fclts | Yes (1) | CHNAConductedWithOtherFcltsInd |
| CHNA Conducted With Non Fclts | 0 | CHNAConductedWithNonFcltsInd |
| CHNA Report Widely Available | Yes (1) | CHNAReportWidelyAvailableInd |
| Rpt Available On Own Website | Yes (X) | RptAvailableOnOwnWebsiteInd |
| Own Website URL | HTTPS://MURIETTA.LOMALINDAHEALTH.ORG/ | OwnWebsiteURLTxt |
| Paper Copy Public Inspection | Yes (X) | PaperCopyPublicInspectionInd |
| Rpt Available Thru Other Method | Yes (X) | RptAvailableThruOtherMethodInd |
| Implementation Strategy Adopt | Yes (1) | ImplementationStrategyAdoptInd |
| Implementation Strategy Adpt | 16 | ImplementationStrategyAdptYr |
| Strategy Posted Website | Yes (1) | StrategyPostedWebsiteInd |
| Strategy Website URL | SEE SECTION C | StrategyWebsiteURLTxt |
| Organization Incur Excise Tax | 0 | OrganizationIncurExciseTaxInd |
| Elig Criteria Explained | Yes (1) | EligCriteriaExplainedInd |
| FPG Family Incm Lmt Free Dscnt | Yes (X) | FPGFamilyIncmLmtFreeDscntInd |
| FPG Family Incm Lmt Free Care | 200.000000000000 | FPGFamilyIncmLmtFreeCarePct |
| FPG Family Incm Lmt Dscnt Care | 350.000000000000 | FPGFamilyIncmLmtDscntCarePct |
| Medical Indigency Criteria | Yes (X) | MedicalIndigencyCriteriaInd |
| Insurance Status Criteria | Yes (X) | InsuranceStatusCriteriaInd |
| Underinsurance Stat Criteria | Yes (X) | UnderinsuranceStatCriteriaInd |
| Residency Criteria | Yes (X) | ResidencyCriteriaInd |
| Explained Basis | Yes (1) | ExplainedBasisInd |
| App Financial Asst Expln | Yes (1) | AppFinancialAsstExplnInd |
| Described Info | Yes (X) | DescribedInfoInd |
| Described Suprt Doc | Yes (X) | DescribedSuprtDocInd |
| Provided Hospital Contact | Yes (X) | ProvidedHospitalContactInd |
| Provided Nonprofit Contact | Yes (X) | ProvidedNonprofitContactInd |
| Includes Publicity Measures | Yes (1) | IncludesPublicityMeasuresInd |
| FAP Available On Website | Yes (X) | FAPAvailableOnWebsiteInd |
| FAP Available On Website URL | LLUH.ORG/PATIENTS-VISITORS/PATIENTS/BILLING-INSURANCE/FINANCIAL-ASSISTANCE | FAPAvailableOnWebsiteURLTxt |
| FAP App Available On Website | Yes (X) | FAPAppAvailableOnWebsiteInd |
| FAP App Available On Website URL | LLUH.ORG/PATIENTS-VISITORS/PATIENTS/BILLING-INSURANCE/FINANCIAL-ASSISTANCE | FAPAppAvailableOnWebsiteURLTxt |
| FAP Summary On Website | Yes (X) | FAPSummaryOnWebsiteInd |
| FAP Summary On Website URL | LLUH.ORG/PATIENTS-VISITORS/PATIENTS/BILLING-INSURANCE/FINANCIAL-ASSISTANCE | FAPSummaryOnWebsiteURLTxt |
| FAP Avlbl On Request No Charge | Yes (X) | FAPAvlblOnRequestNoChargeInd |
| FAP App Avlbl On Request No Chrg | Yes (X) | FAPAppAvlblOnRequestNoChrgInd |
| FAP Sum Avlbl On Request No Chrg | Yes (X) | FAPSumAvlblOnRequestNoChrgInd |
| Notified FAP Copy Bill Display | Yes (X) | NotifiedFAPCopyBillDisplayInd |
| Communtity Notified FAP | Yes (X) | CommuntityNotifiedFAPInd |
| FAP Translated | Yes (X) | FAPTranslatedInd |
| Other Publicity | Yes (X) | OtherPublicityInd |
| FAP Actions On Nonpayment | Yes (1) | FAPActionsOnNonpaymentInd |
| Permit No Actions | Yes (X) | PermitNoActionsInd |
| Collection Activities | 0 | CollectionActivitiesInd |
| None Made | Yes (X) | NoneMadeInd |
| Nondis Emergency Care Policy | Yes (1) | NondisEmergencyCarePolicyInd |
| Look Back Medicaid Medcr Prvt | Yes (X) | LookBackMedicaidMedcrPrvtInd |
| Amounts Generally Billed | 0 | AmountsGenerallyBilledInd |
| Gross Charges | 0 | GrossChargesInd |
Supplemental Information SupplementalInformationGrp (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| LOMA LINDA UNIVERSITY MED CNTR-MURRIETA | PART V, SECTION B, LINE 5: LOMA LINDA UNIVERSITY MEDICAL CENTER-MURRIETA (LLUMC-M) PERFORMED A COMMUNITY HEALTH NEEDS ASSESMENT AND OBTAINED QUALITATIVE DATA IN ORDER TO VALIDATE AND ENSURE A BROAD REPRESENTATION OF THE COMMUNITY. THE DATA WAS GATHERED THROUGH MULTIPLE SOURCES SUCH AS EMPLOYEES WITHIN BOTH LOMA LINDA UNIVERSITY AND LOMA LINDA UNIVERSITY MEDICAL CENTER TO ASSESS COLLABORATION WITHIN THEIR SYSTEM; PHYSICIAN SURVEY TO IDENTIFY AREAS OF THE HEALTH SYSTEM THAT CAN SUPPORT THE HEALTH OF THEIR PATIENTS IN THEIR COMMUNITY INITIATIVES; SURVEY OF COMMUNITY AGENCIES SERVING OUR PRIMARY SERVICE AREA TO ASSESS THEIR NEEDS AND IDENTIFY AREAS WHERE LOMA LINDA UNIVERSITY HEALTH CAN BE A STRATEGIC PARTNER; KEY INFORMANT INTERVIEWS WITH COMMUNITY LEADERS TO ENGAGE THEM IN THE DEVELOPMENT OF OUR INTERVENTIONS AND SOLICIT THEIR INPUT TO IMPROVE THE HEALTH OF THE REGION; FOCUS GROUPS WITH PATIENTS ON HOW LLUMC-M CAN BETTER SERVE THE HEALTH NEEDS OF THE COMMUNITY.FOR PURPOSES OF THIS ASSESSMENT IT SHOULD BE NOTED THAT THE KEY INFORMANT INTERVIEWS, FOCUS GROUPS, AND SURVEY RESULTS ARE BASED ON A STRATIFIED RANDOM SAMPLE OF RESIDENTS THROUGHOUT THE INLAND EMPIRE OR A RANDOM SAMPLE OF EMPLOYEES IN EACH FACILITY. THE PERSPECTIVES CAPTURED IN THIS DATA SIMPLY REPRESENT THE COMMUNITY MEMBERS WHO ATTEND A FOCUS GROUP WITH AN INTEREST IN HEALTH CARE. SIMILARLY, THE PERSPECTIVES OF THE COMMUNITY PARTNERS CAPTURE IMPRESSIONS OF THOSE WHO WERE INVITED TO COMPLETE THE SURVEY ONLINE. THE KEY INFORMANTS WERE NOT CHOSEN BASED ON RANDOM SAMPLING TECHNIQUES, BUT INSTEAD INVITED BECAUSE THEIR COMMENTS REPRESENTED THE UNDERSERVED, LOW INCOME, MINORITY, AND CHRONOLOGICALLY ILL POPULATIONS. FINALLY, THIS ASSESSMENT RELIES ON SEVERAL NATIONAL AND STATE ENITITIES WITH PUBLICLY AVAILABLE DATA. ALL LIMITATIONS INHERENT IN THESE SOURCES REMAIN PRESENT FOR THIS ASSESSMENT. |
| LOMA LINDA UNIVERSITY MED CNTR-MURRIETA | PART V, SECTION B, LINE 6A: THE COMMUNITY HEALTH NEEDS ASSESSMENT WAS ISSUED BY LOMA LINDA UNIVERSITY HEALTH WHICH INCLUDES THE FOLLOWING FACILITIES:1) LOMA LINDA UNIVERSITY MEDICAL CENTER2) LOMA LINDA UNIVERSITY CHILDREN'S HOSPITAL3) LOMA LINDA UNIVERSITY BEHAVIORAL MEDICINE CENTER4) LOMA LINDA UNIVERSITY MEDICAL CENTER-MURRIETATHE REPORT IS PUBLICALLY AVAILABLE ON THE MEDICAL CENTER'S WEBSITE: HTTPS://LLUH.ORG/ABOUT-US/COMMUNITY-BENEFIT/REPORTS-AND-RESOURCES. PAPER COPY OF ANNUAL COMMUNITY BENEFIT REPORT, COMMUNITY HEALTH NEEDS ASSESSMENT AND COMMUNITY HEALTH IMPLEMENTATION PLAN 2017-2019 ARE AVAILABLE BOTH ONLINE AND UPON REQUEST. |
| LOMA LINDA UNIVERSITY MED CNTR-MURRIETA | PART V, SECTION B, LINE 7D: DISTRIBUTED AT COMMUNITY MEETINGS AND USED AS A REFERENCE FOR THE DEPARTMENT OF PUBLIC HEALTH'S COMMUNITY HEALTH NEEDS ASSESSMENT. |
| LOMA LINDA UNIVERSITY MED CNTR-MURRIETA | PART V, SECTION B, LINE 11: OUR OFFICE FOR COMMUNITY BENEFIT IS CURRENTLY WORKING ON UPDATING THE COMMUNITY HEALTH NEEDS ASSESSMENT (CHNA 2019) FOR OUR SERVICE AREA AND BROADER COMMUNITY. THE CHNA FINDINGS AND OUR INSTITUTIONS IMPLEMENTATION STRATEGY (2020-2022) WILL BE AVAILABLE IN THE 990 SCHEDULE H FILINGS FOR FISCAL YEAR 2019.THE PREVIOUS CHNA WAS CONDUCTED IN 2016. DETAILED PLANS FOR EACH LICENSED HOSPITAL WERE CREATED TO MEET THE IDENTIFIED COMMUNITY NEEDS, AND ADDRESS COMMUNITY PLANS TO ADDRESS NEEDS THE HOSPITALS ARE UNABLE TO PROVIDE. WORKING AS A COHESIVE GROUP TO GATHER AND ANALYZE DATA FOR VARIOUS SERVICE AREAS WAS VITAL. A THREE-TIERED DATA COLLECTION METHOD WAS USED AND INCLUDED THE COLLECTION AND ANALYSIS OF HEALTH INDICATORS, FOCUS GROUP SESSIONS AND A QUALITY OF LIFE SURVEY (QOL). PRIMARY AND SECONDARY HEALTH INDICATOR DATA WAS ASSESSED, BRINGING AREAS OF NEED TO THE FOREFRONT. FOCUS GROUPS WERE HELD IN EIGHT DIFFERENT LOCATIONS, BRINGING TOGETHER SEVERAL COMMUNITY LEADERS, HOSPITALS EXECUTIVES, BOARD REPRESENTATIVES, AND MEMBERS OF THE COMMUNITY. ALLOWING COMMUNITY MEMBERS TO COME TOGETHER TO DISCUSS POINTS OF CONCERN, RESOURCES, POSITIVE CHANGES THAT HAVE BEEN MADE AND AREAS OF IMPROVEMENT WAS EXTREMELY EFFECTIVE. ADDITIONALLY, UNDERSTANDING THE CONCERNS OF THE INDIVIDUALS WHO LIVE AND WORK IN THE INLAND EMPIRE ALLOWED FOR DISCUSSION AND POSITIVE BRAIN STORMING. MASS DISTRIBUTION OF A QOL SURVEY WAS DISSEMINATED ACROSS THE INLAND EMPIRE.IN ADDITION TO IDENTIFYING RESPONDENT'S VIEWS ON VARIOUS COMMUNITY ISSUES AND HEALTH BEHAVIORS, THE SURVEY SERVES AS AN INSTRUMENT TO PRIORITIZE NEXT STEPS. HEALTH INDICATORS (HOSPITALIZATIONS, SOCIAL DETERMINANTS OF HEALTH, DISCHARGES, MATERNAL AND CHILD HEALTH, MORTALITY AND MORBIDITY) WERE GATHERED FROM MULTIPLE PRIMARY AND SECONDARY PUBLIC DATA SOURCES. DATA WAS ABSTRACTED AND TRANSFERRED INTO AN EXCEL SPREADSHEET AND CLEANED. ALGORITHMS AND FORMULAS WERE CREATED IN SPREADSHEETS TO CHECK DATA FOR ACCURACY. ONCE DATA WAS CLEANED, IT WAS TRANSFERRED TO A STATA DATABASE USING STAT TRANSFER 10 AND WAS THEN ANALYZED. DATA ELEMENTS WERE STRATIFIED BY GENDER, AGE GROUPS, RACE/ETHNICITY AND LOCATION. PERCENTAGES AND RATES WERE CALCULATED AND ANALYZED FOR STATISTICAL SIGNIFICANCE. CONFIDENCE INTERVALS WERE USED TO SHOW THE DIFFERENCES IN THE OUTCOMES FOR SPECIFIC INDICATORS DISPLAYED IN BAR GRAPHS AND IN TABLES. THE QOL SURVEY WAS DESIGNED TO GAIN ANONYMOUS FEEDBACK FROM THOSE WHO LIVE AND WORK IN THE INLAND EMPIRE. THE SURVEY WAS DESIGNED TO BE ADMINISTERED ELECTRONICALLY THROUGH SURVEY MONKEY AND ALSO TO BE COMPLETED AS A PAPER DOCUMENT. THE QOL SURVEY WAS DISTRIBUTED IN VARIOUS FORMS INCLUDING, EMAIL LISTS, PAPER COPIES, MANY OF WHICH WERE PASSED OUT AT FOCUS GROUPS, LINKS ON SOCIAL MEDIA PAGES AND ALSO GIVEN AT HEALTH CARE FACILITIES. SPANISH VERSIONS WERE AVAILABLE FOR THOSE WHOSE FIRST LANGUAGE WAS NOT ENGLISH.THE REGIONAL CHNA WAS APPROVED AND FINALIZED ON APRIL 5, 2016 FOR ALL LICENSED HOSPITALS AND THE OTHER HASC MEMBER HOSPITALS. THE CHNA REPORT IS A CRITICAL TOOL FOR LLUH HOSPITALS TO DEVELOP COMMUNITY BASED HEALTH PLANS AND INITIATIVE IN ADDITION TO THE REGULATORY REQUIREMENTS (CALIFORNIA'S COMMUNITY BENEFIT LEGISLATION - SB 697) AND THE AFFORDABLE CARE ACT - H.R. 3590). THE CHNA REPORT INCLUDED TOP DIAGNOSIS-RELATED GROUP (DRG) DISCHARGES FOR LLUH SERVICE AREAS (TOP 6 FOR LLUH: PSYCHOSES, SEPTICEMIA, JOINT REPLACEMENT, HEART FAILURE & SHOCK, DIGESTIVE DISORDER AND PNEUMONIA & PLEURISY). OUR INITIATIVES AND PROGRAMS WILL CONTINUE TO PROVIDE COMMUNITY MEMBERS WITH EDUCATION AND SUPPORT FOR POST DISCHARGE CARE. THE CHNA CONTINUES TO SUPPORT AND FULFILL LLUH'S MISSION: TO FURTHER THE TEACHING AND HEALING MINISTRY OF JESUS CHRIST. A WRITTEN PUBLIC RECORD OF THE CHNA PROCESS ALONG WITH THE LLUH COMMUNITY HEALTH IMPLEMENTATION PLAN (CHIP) AND ITS OUTCOMES WAS CREATED AND MADE AVAILABLE TO KEY STAKEHOLDERS IN THE COMMUNITY AND TO THE GENERAL PUBLIC. CHNA INFORMATION WILL BE DISSEMINATED TO PARTNERS AT MEETINGS, CONFERENCES, AND OTHER FUNCTIONS. IN ADDITION, THE REPORT IS PUBLICLY AVAILABLE ONLINE THROUGH FOR INTERNAL AND EXTERNAL PURPOSES. LLUH IS ACTIVELY INVOLVED IN THE DEVELOPMENT OF COUNTYWIDE INITIATIVES. LLUH WAS HIGHLIGHTED THE COUNTY HEALTH RANKINGS FOR THEIR COLLABORATIVE WORK IN THE SAN BERNARDINO COUNTY. LLUH CONTINUES TO IDENTIFY THE AREAS OF GREATEST NEEDS AND STRATEGICALLY INTEGRATES HEALTH AND WELLNESS PROGRAMS TO ADDRESS THE COMMUNITY NEEDS. LLUH IS ROOTED IN PROMOTING WHOLENESS AND OUR COMMUNITY BENEFIT INVESTMENTS ARE DESIGNED TO SUPPORT THE COMMUNITY NEEDS. THE INITIATIVE AND PROGRAMS INCLUDES AN UNDERSTANDING OF THE COMMUNITY HEALTH STATUS AND THE BUILT-IN ENVIRONMENT FOR OUR HEALTH SYSTEM'S READINESS TO MEET THE NEEDS OF OUR COMMUNITY. |
| LOMA LINDA UNIVERSITY MED CNTR-MURRIETA | PART V, SECTION B, LINE 16J: POLICY POSTED ON THE STATE OF CALIFORNIA OFFICE OF STATEWIDE HEALTH PLANNING AND DEVELOPMENT (OSHPD) WEBSITE. |
| SCHEDULE H SECTION C | LLUMC-M DISCLOSURESPURSUANT TO TREASURY REGULATION SECTION 1.501(R)-3(B)(5)(I)(C), LLUMC-M MUST TAKE INTO ACCOUNT PUBLIC COMMENTS RECEIVED ON FACILITY'S CHNA AND IMPLEMENTATION STRATEGY (IS). IN 2016, LLUMC-M RECEIVED FEEDBACK FROM THE COMMUNITY SERVED VIA FOCUS GROUPS THAT WERE INCLUDED IN THE 2016 CHNA REPORT. THE COMMUNITY BENEFIT ADVISORY COUNCIL (CBAC) WAS CREATED IN 2012; MEMBERS INCLUDE LLUH LEADERSHIP, COUNTY LEADERSHIP, COMMUNITY-BASED ORGANIZATION LEADERS AND POPULATION HEALTH PHYSICIANS. STARTING JULY 1, 2017, THE INSTITUTION CREATED A COMMUNITY BENEFIT STEERING COMMITTEE (CBSC) IN ADDITION TO THE CBAC, TO RECEIVE ONGOING FEEDBACK AND SHARE THE COMMUNITY BENEFIT ACTIVITIES. THE CBSC HAS A GROUP OF COMMUNITY LEADERS, COMMUNITY REPRESENTATIVES, HEALTH CARE PROFESSIONALS AND PUBLIC HEALTH PROFESSIONALS FROM OUR COMMUNITY. THE MEMBERS WILL CONTRIBUTE TO LOMA LINDA UNIVERSITY HEALTH'S EFFORTS TO BETTER UNDERSTAND THE NEEDS OF OUR COMMUNITY; AND EVALUATE OUR COMMUNITY BENEFIT INITIATIVES ON AN ONGOING BASIS. THE COMMITTEE ALSO HAS AN INTEGRAL ROLE IN CHNA AND ADVISES THE ORGANIZATION ON THE IS. LLUMC-M'S COMMUNITY BENEFITS TEAM HAS DEVELOPED A PROCESS AND DOCUMENTATION TO ENSURE STRONGER COMMUNITY INVOLVEMENT IN ITS CHNA AND IS.PURSUANT TO TREASURY REGULATION SECTION 1.501(R)-3(C), LLUMC-M MUST ADOPT AN IMPLEMENTATION STRATEGY TO DESCRIBE HOW THE HOSPITAL FACILITY WILL AND WILL NOT ADDRESS THE SIGNIFICANT HEALTH NEEDS AS IDENTIFIED IN THE CHNA. THE COMMUNITY HEALTH PLAN REPORT 2017-2019 (ALSO KNOWN AS THE IMPLEMENTATION STRATEGY) DETAILED THE SIGNIFICANT HEALTH NEEDS IT WOULD ADDRESS. TO ENSURE ALL REGULATORY REQUIREMENTS ARE MET, THE COMMUNITY BENEFIT REPORT, COMMUNITY HEALTH NEEDS ASSESSMENT 2016 REPORT AND COMMUNITY HEALTH PLAN 2017-2019 REPORT, WERE AUDITED BY EXTERNAL AGENCY AND LEGAL ADVISORS. ALL GENERAL GUIDELINES AND REQUIREMENTS WERE MET FOR THE INSTITUTION. HOWEVER, THE REPORT DID NOT CLEARLY INCLUDE THE ANTICIPATED IMPACT OF THE ACTIONS, THE RESOURCES TO BE COMMITTED TO ADDRESSING THE NEEDS, AND ALL THE COLLABORATION EFFORTS IT INTENDS TO TAKE WITH OTHER ORGANIZATIONS. LLUMC-M ALSO DID NOT CLEARLY LIST AND RATIONALIZE THE SIGNIFICANT HEALTH NEEDS THEY WOULD NOT BE ADDRESSING. IN MARCH 2018, LLUMC-M PUBLISHED A REVISED COMMUNITY HEALTH IMPLEMENTATION STRATEGY 2017-2019 THAT WAS ADOPTED BY THE ORGANIZATION. LLUMC-M'S COMMUNITY BENEFIT REPORTING TEAM HAS UPDATED ITS INTERNAL PROCESSES TO ENSURE FUTURE REPORTS MEET THE REQUIREMENTS.HOWEVER, PURSUANT TO IRS REVENUE PROCEDURE 2015-21, LLUMC-M AND ALL AFFILIATED HOSPITALS UNDER THE LOMA LINDA UNIVERSITY HEALTH UMBRELLA ARE FOLLOWING CERTAIN PROCEDURES TO CORRECT AND IMPROVE UPON ITS CURRENT COMPLIANCE WITH 501(R) REGULATIONS BY REVIEWING ON A CONCURRENT BASIS ALL POLICIES AND PROCEDURES AS IT PERTAINS TO OUR CHNA, FINANCIAL ASSISTANCE POLICY AND BILLING & COLLECTION POLICY. WE BELIEVE OUR COMMUNITY MUST HAVE THE MOST CURRENT INFORMATION AND HEALTHCARE RESOURCES AVAILABLE IN MEETING THEIR RESPECTIVE HEALTHCARE NEEDS. THIS IN TURN GIVES GREATER COMMUNITY AWARENESS OF OUR MISSION, "TO CONTINUE THE HEALING AND TEACHING MINISTRY OF JESUS CHRIST". UNDER OUR FINANCIAL ASSISTANCE POLICY, WE HAVE ESTABLISHED AN ANNUAL DEADLINE FOR UPDATING OUR EXISTING POLICIES AND OUR POLICY UPDATES ARE ADOPTED ACROSS ALL HOSPITALS AT THE SAME TIME. WE ARE FURTHER REVISING OUR FINANCIAL APPLICATION FORM AND PROCESS TO; 1) INCLUDE THE MOST CURRENT CONTACT INFORMATION, CHANGES IN TELEPHONE NUMBERS, IF ANY, 2) PHYSICAL LOCATION OF THE FACILITY OFFICE OR DEPARTMENT, OR AGENCY THAT CAN PROVIDE ASSISTANCE WITH THE FAP APPLICATION PROCESS AND 3) PROVIDING A GENERAL DESCRIPTION AND STEPS ON HOW AN INDIVIDUAL APPLIES FOR FINANCIAL ASSISTANCE AND THE PROCESS AN INDIVIDUAL GOES THROUGH WHEN APPLYING FOR ASSISTANCE UNDER THE FAP, 4) COLLECTIVELY LOOK AT ALTERNATIVE CHANNELS OF DISSEMINATING AND MARKETING OUR FAP AMONG OUR COMMUNITY IN A MORE DEFINED PROCESS THAN TRADITIONAL MEANS OF COMMUNICATION. OUR MOST RECENT FAP AS WELL AS A SAMPLE APPLICATION CAN BE FOUND AT WEBSITE LISTED ON PART V LINE 16A.UNDER OUR BILLING AND COLLECTIONS POLICY, WE HAVE ALSO ESTABLISHED AN ANNUAL DEADLINE FOR UPDATING OUR EXISTING POLICIES AND OUR POLICY UPDATES ARE ADOPTED ACROSS ALL HOSPITALS AT THE SAME TIME. WE ARE FURTHER REVISING OUR BILLING AND COLLECTIONS POLICY TO; 1) IMPROVE RESPONSIVE EFFICIENCY WITH ELIGIBILITY / INELIGIBILITY AND INCOMPLETE APPLICATIONS, 2) COORDINATING BILLING ACTIONS BEYOND THE APPLICATION PERIOD, AND 3) EXPEDITING THE APPLICATION PROCESS. |
Supplemental Information Detail SupplementalInformationDetail (11 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART I, LINE 7: | WE USED THE WORKSHEETS AVAILABLE IN THE INSTRUCTION SECTION OF SCHEDULE H TO DERIVE THE AMOUNTS REPORTED IN THIS SECTION. |
| PART I, LINE 7G: | WE DID NOT INCLUDE ANY COST ATTRIBUTABLE TO A PHYSICIAN CLINIC AS SUBSIDIZED HEALTH SERVICES. |
| PART III, LINE 2: | PATIENT SERVICE REVENUE IS REDUCED BY THE PROVISION FOR BAD DEBTS AND ACCOUNTS RECEIVABLE ARE REDUCED BY AN ALLOWANCE FOR DOUBTFUL ACCOUNTS. THESE AMOUNTS ARE BASED ON MANAGEMNET'S ASSESSMENT OF HISTORICAL AND EXPECTED COLLECTIONS FOR EACH MAJOR PAY SOURCE, CONSIDERING BUSINESS AND ECONOMIC CONDITIONS, TRENDS IN HEALTH CARE COVERAGE, AND OTHER COLLECTION INDICATORS. SEE FOOTNOTE TO 2018 LLUMC AND AFFILIATES FINANCIAL STATEMENTS, PAGE 12 & 13, NOTES TO COMBINE FINANCIAL STATEMENTS.ESTIMATED AMOUNT OF BAD DEBT EXPENSE REPORTED FOR PATIENTS ELIGIBLE UNDER LLUMC'S FINANCIAL ASSITANCE POLICY IS DERIVED BY DEVELOPING A COST-TO-CHARGE RATIO OF 18.44% (ADJUSTED PATIENT CARE COSTS/GROSS PATIENT CHARGES) AND MUPLTIPLYING AGAINST BAD DEBT EXPENSE. LLUCH'S ESTIMATED COSTS OF CARE FOR ELIGIBLE PATIENTS REPRESENT THE AMOUNT OF BAD DEBT EXPENSE RELATED TO COMMUNITY BENEFIT. THE RATIONALE FOR THIS METHODOLOGY IS THAT ELIGIBLE PATIENTS WILL QUALIFY FOR DEEPLY DISCOUNTED OR FULLY DISCOUNTED PAYMENT FINANCIAL ASSISTANCE THAT WOULD RESULT IN ADJUSTED CHARGES THAT ARE COMPARABLE WITH ACTUAL COST. |
| PART III, LINE 8: | WE DO NOT HAVE ANY MEDICARE SHORTFALL THAT SHOULD BE TREATED AS COMMUNITY BENEFIT. THE AMOUNT REPORTED ON PART III LINE 6 IS DERIVED FROM AMOUNTS REPORTED IN THE 2018 MEDICARE COST REPORT. |
| PART III, LINE 9B: | AS A FAITH BASED ORGANIZATION, LLUMC-M STRIVES TO MEET THE HEALTH CARE NEEDS OF PATIENTS IN ITS GEOGRAPHIC SERVICE AREA. THE FIRST AND FOREMOST RESPOSIBILITY OF LLUMC-M IS TO SEE THAT ITS PATIENTS RECEIVE COMPASSIONATE, TIMELY, AND APPROPRIATE MEDICAL CARE WITH CONSIDERATION FOR PATIENT PRIVACY, DIGNITY, AND INFORMED CONSENT.ELIGIBILITY UNDER THE LLUMC-M FINANCIAL ASSISTANCE POLICY IS PROVIDED FOR ANY PATIENT WHOSE FAMILY INCOME IS LESS THAN 350% OF THE CURRENT FEDERAL POVERTY LEVEL, IF NOT COVERED BY THIRD PARTY INSURANCE OR, IF COVERED BY THIRD PARTY INSURANCE WHICH DOES NOT RESULT IN FULL PAYMENT OF THE ACCOUNT. |
| PART VI, LINE 2: | LOMA LINDA UNIVERSITY MEDICAL CENTER-MURRIETA (LLUMC-M) IS LEADING THE WAY FORWARD IN UNDERSTANDING OUR COMMUNITY BY CONDUCTING A TRIENNIAL COMMUNITY HEALTH ASSESSMENT. DEVELOPING PRIORITIES AND TARGETED INTERVENTIONS FROM THE KNOWLEDGE GAINED THROUGH THIS ASSESSMENT INCREASES OUR ABILITY TO IMPROVE THE HEALTH OF RIVERSIDE AND SAN BERNARDINO COUNTIES. DEVELOPING A SHARED UNDERSTANDING OF THE CHALLENGES AND OPPORTUNITIES IS A CRITICAL STEP IN POPULATION HEALTH IMPROVEMENT.COMMUNITY HEALTH DEVELOPMENT OF LLUMC & AFFILIATES HAS TAKEN A UNIQUE APPROACH TO THE ASSESSMENT PROCESS TO INCREASE OUR EFFECTIVENESS IN OUR PRIMARY SERVICE AREA, AND TO BE ON THE LEADING EDGE OF IMPLEMENTING HEALTHCARE REFORM. FOCUSING ON THE LEADING HEALTH INDICATORS, ALONG WITH DEATH AND DISEASE, HAVE SHOWN TO REDUCE THE POOR HEALTH IN OUR REGION. WE ASK QUESTIONS SUCH AS: 1) WHAT IS REALLY HURTING OUR COMMUNITIES? 2) HOW CAN WE MAKE A DIFFERENCE? 3) WHAT ARE THE HIGH IMPACT INTERVENTIONS? 4) WHO ARE OUR PARTNERS? 5) WHO NEEDS OUR HELP THE MOST? OUR GOAL IS TO IDENTIFY EMERGING HEALTH ISSUES AND NEEDS AND PROVIDE SUFFICIENT DETAIL AT DIFFERENT LEVELS OF AGGREGATION TO SUPPORT POLICY AND PROGRAMMATIC DECISIONS. THE DATA COLLECTED IS USED FOR MULTIPLE PURPOSES AND WILL CONTINUALLY BE EVALUATED FOR INTEGRITY, ACCURACY, TIMELINESS, AND THE ABILITY TO ASSIST IN ELEVATING THE HEALTH STATUS OF THE INLAND EMPIRE.THE ASSESSMENT WAS CONDUCTED IN CONJUNCTION WITH LOMA LINDA UNIVERSITY SCHOOL OF PUBLIC HEALTH AND BOTH RIVERSIDE AND SAN BERNARDINO COUNTY PUBLIC HEALTH DEPARTMENTS. A SYSTEM FOR GEOCODING PATIENT UTILIZATION IS BEING DEVELOPED AND WILL BE USED TO IMPROVE THE HEALTH STATUS OF OUR REGION, BETTER MANAGE CHRONIC DISEASE, ELIMINATE UNNECESSARY HOSPITALIZATIONS, AND REDUCE READMISSION. TRADITIONAL PUBLICLY AVAILABLE DATA WAS INCLUDED IN THE ASSESSMENT ALONG WITH QUALITATIVE DATA COLLECTED FROM A BROAD REPRESENTATION OF THE COMMUNITY, KEY HEALTH INDICATORS WILL BE GEOGRAPHICALLY DISPLAYED TO FOCUS INTERVENTIONS IN STRATEGIC LOCATIONS AND TO IDENTIFY MEASURABLE OUTCOMES FOR OUR COMMUNITY BENEFITS PROGRAM. QUANTITATIVE DATA:- MORBIDITY AND MORTALITY COLLECTED FROM THE COUNTY HEALTH PROFILES.- HOSPITALIZATION AND EMERGENCY DEPARTMENT UTILIZATION FROM OSHPD AND LLUMC ED.- SOCIAL DETERMINANTS OF HEALTH COLLECTED FROM THE U.S. CENSUS BUREAU, AMERICAN COMMUNITY SURVEY (2006 - 2008). - HEALTH INDICATOR DATA COLLECTED FROM A VARIETY OF PUBLICLY AVAILABLE DATA.QUALITATIVE DATA:TO VALIDATE THE DATA AND TO ENSURE A BROAD REPRESENTATION OF THE COMMUNITY, QUALITATIVE DATA WAS COLLECTED FROM:- EMPLOYEES WITHIN BOTH LOMA LINDA UNIVERSITY AND LOMA LINDA UNIVERSITY MEDICAL CENTER TO ASSESS COLLABORATION WITHIN OUR HEALTH SYSTEM. - PHYSICIAN SURVEY TO IDENTIFY AREAS THE HEALTH SYSTEM CAN SUPPORT THE HEALTH OF THEIR PATIENTS IN OUR COMMUNITY INITIATIVES. - COMMUNITY AGENCIES SERVING OUR PRIMARY SERVICE AREA TO ASSESS THEIR NEEDS AND TO IDENTIFY AREAS THAT LLUMC CAN BE A STRATEGIC PARTNER.- KEY INFORMANT INTERVIEWS WIHT KEY LEADERS TO ENGAGE THEM IN THE DEVELOPMENT OF OUR INTERVENTIONS AND ILLICIT THEIR INPUT TO IMPROVING THE HEALTH OF OUR REGION. |
| PART VI, LINE 3: | AT THE TIME OF REGISTRATION, PATIENTS WHO ARE UNINSURED AND UNDERINSURED ARE PROVIDED INFORMATION ABOUT GOVERNMENT HEALTHCARE PROGRAMS. PATIENTS ALSO ARE ORALLY INFORMED OF THEIR RIGHT TO REQUEST CHARITY ASSISTANCE. SIGNS ARE DISPLAYED IN THE PATIENT BUSINESS OFFICE, PATIENT REGISTRATION AREAS AND THE EMERGENCY ROOM IN MULTIPLE LANGUAGES INFORMING PATIENTS OF THIS RIGHT AS WELL. THE HOSPITAL ALSO PROVIDES A BROCHURE DURING THE REGISTRATION PROCESS THAT EXPLAINS THE HOSPITAL BILLING AND COLLECTION PROCEDURES, AND HOW TO REQUEST FINANCIAL ASSISTANCE. IN ADDITION, SELF-PAY BILLING STATEMENTS SENT TO PATIENTS CONTAIN INFORMATION ON HOW TO REQUEST FINANCIAL ASSISTANCE. |
| PART VI, LINE 4: | LOMA LINDA UNIVERSITY HEALTH'S PRIMARY SERVICE AREA CAN BE DEFINED, BROADLY, AS CALIFORNIA'S INLAND EMPIRE - RIVERSIDE AND SAN BERNARDINO COUNTIES. THE INLAND EMPIRE IS A REGION OF SOUTHERN CALIFORNIA SITUATED DIRECTLY EAST OF THE LOS ANGELES METROPOLITAN AREA. RIVERSIDE AND SAN BERNARDINO CITITES RANGE FROM LAKE ARROHWEAD IN THE NORTH, YUCAIPA IN THE EAST, PERRIS ON THE SOUTH, AND ONTARIO IN THE WEST, SERVING A LITTLE OVER 4 MILLION PEOPLE WITH MOER THAN 90% FROM THE TWO COUNTIES. |
| PART VI, LINE 5: | LLUMC-MURRIETA PROVIDES A VARIETY OF SERVICES TO THE COMMUNITY INCLUDING MINIMALLY INVASIVE SURGERY; COMPREHENSIVE BREAST HEALTHCARE, SUPPORT GROUPS, OPEN HEART SURGERY AND OTHER ORTHOPEDIC SURGERIES WITH PHYSICAL THERAPY THAT INCLUDES A POOL; A UNIQUE SKIN-TO-SKIN BONDING PROGRAM IN THE FAMILY BIRTHING CENTER THATH ENHANCES BONDING AND BREASTFEEDING; 3-D BREAST MAMMOGRAPHY THAT DETECTS 37% MORE CANCERS THAN TRADITIONAL MAMMOGRAPHY; RADIATION ONCOLOGY; OCCUPATIONAL THERAPY; SPEECH THERAPY; INPATIENT WOUND CARE AND OUTPATIENT WOUND AND HBO THERAPY; FULL SERVICE DIGITAL IMAGING OUTPATIENTAND INPATIENT SERVICES INCLUDING NUCLEAR MEDICINE, FLUOROSCOPY, CT, MRI, X-RAY, DEXA, ULTRASOUND, PET-CT, STEREOTACTIC, BREAST MRI; EMERGENCY SERVICES FOR OVER 141 PATIENTS DAILY; GYNOCOLOGY SURGERIES; PLASTIC AND RECONSTRUCTIVE SURGERY; OUTPATIENT PHARMACY AND LABORATORY SERVICES. |
| PART VI, LINE 6: | WE ARE AFFILIATED WITH LOMA LINDA UNIVERSITY HEALTH SYSTEM WHICH ALSO PLAYS AN ACTIVE ROLE IN PROMOTING THE HEALTH OF THEIR COMMUNITIES. A DETAILED COMMUNITY BENEFIT REPORT OF THE HOSPITAL'S ACTIVITIES WILL BE PROVIDED UPON REQUEST. |
| PART VI, LINE 7, REPORTS FILED WITH STATES | CA |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Travel For Companions | Yes (X) | TravelForCompanionsInd |
| Idemnification Gross Up Pmts | Yes (X) | IdemnificationGrossUpPmtsInd |
| Written Policy Ref T And E Expnss | Yes (1) | WrittenPolicyRefTAndEExpnssInd |
| Substantiation Required | Yes (1) | SubstantiationRequiredInd |
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Independent Consultant | Yes (X) | IndependentConsultantInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | Yes (1) | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | Yes (1) | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (26 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| CHINNOCK RICHARD | ||||||||||||||
| TRUSTEE | $0 | $300,000 | $0 | $0 | $0 | $65,914 | $0 | $35,100 | $0 | $5,000 | $0 | $406,014 | $0 | $0 |
| HADLEY HENRY ROGER | ||||||||||||||
| TRUSTEE/EVP | $0 | $390,238 | $0 | $0 | $0 | $104,478 | $0 | $34,228 | $0 | $23,996 | $0 | $552,940 | $0 | $0 |
| HART RICHARD HENRY | ||||||||||||||
| PRESIDENT | $0 | $414,000 | $0 | $0 | $0 | $101,854 | $0 | $34,476 | $0 | $22,263 | $0 | $572,593 | $0 | $0 |
| HEGSTAD DOUGLAS | ||||||||||||||
| TRUSTEE | $0 | $275,000 | $0 | $0 | $0 | $40,000 | $0 | $35,100 | $0 | $6,000 | $0 | $356,100 | $0 | $0 |
| HEINRICH KERRY | ||||||||||||||
| CEO | $0 | $758,000 | $0 | $175,745 | $0 | $205,876 | $0 | $43,502 | $0 | $25,858 | $0 | $1,208,981 | $0 | $0 |
| MARTIN ROBERT | ||||||||||||||
| TRUSTEE | $0 | $55,000 | $0 | $0 | $0 | $89,090 | $0 | $35,100 | $0 | $6,000 | $0 | $185,190 | $0 | $0 |
| PEVERINI RICARDO | ||||||||||||||
| TRUSTEE | $0 | $348,750 | $0 | $0 | $0 | $40,000 | $0 | $35,100 | $0 | $5,000 | $0 | $428,850 | $0 | $0 |
| RUCKLE HERBERT | ||||||||||||||
| TRUSTEE | $0 | $341,875 | $0 | $0 | $0 | $189,450 | $0 | $35,100 | $0 | $6,500 | $0 | $572,925 | $0 | $0 |
| WOODRUFF ROGER | ||||||||||||||
| TRUSTEE | $0 | $270,000 | $0 | $0 | $0 | $0 | $0 | $35,100 | $0 | $5,000 | $0 | $310,100 | $0 | $0 |
| BAKER PETER | ||||||||||||||
| SENIOR VP ADMIN | $295,000 | $0 | $55,646 | $0 | $43,909 | $0 | $32,669 | $0 | $22,382 | $0 | $449,606 | $0 | $0 | $0 |
| HANNA MYRNA LEE | ||||||||||||||
| CORP SECRETARY | $0 | $127,914 | $0 | $17,293 | $0 | $25,732 | $0 | $17,315 | $0 | $12,276 | $0 | $200,530 | $0 | $0 |
| HUBBARD MARK LEE | ||||||||||||||
| ASST CORP SECRETARY | $0 | $378,000 | $0 | $85,192 | $0 | $141,973 | $0 | $35,794 | $0 | $28,305 | $0 | $669,264 | $0 | $0 |
| LALAS ANGELA MANALO | ||||||||||||||
| CFO 5/21/18/PRIOR SVP FIN | $0 | $400,000 | $0 | $78,678 | $0 | $92,256 | $0 | $35,192 | $0 | $24,569 | $0 | $630,695 | $0 | $0 |
| LANG KEVIN J | ||||||||||||||
| CFO UNTIL 3/31/18 | $0 | $656,000 | $0 | $147,859 | $0 | $285,376 | $0 | $42,815 | $0 | $30,374 | $0 | $1,162,424 | $0 | $0 |
| SODERBLOM ALAN | ||||||||||||||
| VP FINANCE | $120,115 | $0 | $0 | $0 | $23,824 | $0 | $9,969 | $0 | $5,779 | $0 | $159,687 | $0 | $0 | $0 |
| SOUBIROUS LINDA LEE | ||||||||||||||
| CNO | $182,000 | $0 | $24,390 | $0 | $40,861 | $0 | $28,949 | $0 | $9,793 | $0 | $285,993 | $0 | $0 | $0 |
| WRIGHT TREVOR G | ||||||||||||||
| COO | $0 | $466,000 | $0 | $104,014 | $0 | $99,136 | $0 | $36,626 | $0 | $24,448 | $0 | $730,224 | $0 | $0 |
| CAMACHO ANGIE | ||||||||||||||
| EXEC DIR-INPATIENT SVCS | $145,512 | $0 | $982 | $0 | $10,226 | $0 | $1,455 | $0 | $627 | $0 | $158,802 | $0 | $0 | $0 |
| EISELE MELVIN ARTHUR | ||||||||||||||
| VP ADMINISTRATION | $0 | $291,000 | $0 | $50,651 | $0 | $45,016 | $0 | $32,496 | $0 | $23,288 | $0 | $442,451 | $0 | $0 |
| LENO SONDRA | ||||||||||||||
| VP FINANCE | $0 | $227,000 | $0 | $30,643 | $0 | $38,022 | $0 | $30,894 | $0 | $22,742 | $0 | $349,301 | $0 | $0 |
| VINH LONG | ||||||||||||||
| DIRECTOR-PHARMACY | $197,798 | $0 | $0 | $0 | $16,495 | $0 | $25,278 | $0 | $16,563 | $0 | $256,134 | $0 | $0 | $0 |
| ESPADERO RESTITUTO C | ||||||||||||||
| PHARMACIST | $158,153 | $0 | $44 | $0 | $32,758 | $0 | $22,081 | $0 | $11,069 | $0 | $224,105 | $0 | $0 | $0 |
| ARELLANO JASON T | ||||||||||||||
| RN-OR/SURGERY | $176,112 | $0 | $2,700 | $0 | $543 | $0 | $20,217 | $0 | $16,467 | $0 | $216,039 | $0 | $0 | $0 |
| TRAN KIET | ||||||||||||||
| PHARMACIST | $161,962 | $0 | $44 | $0 | $15,838 | $0 | $20,434 | $0 | $16,467 | $0 | $214,745 | $0 | $0 | $0 |
| JOBSON SYNANDA M | ||||||||||||||
| PHARMACIST | $149,578 | $0 | $19,195 | $0 | $18,823 | $0 | $6,108 | $0 | $6,953 | $0 | $200,657 | $0 | $0 | $0 |
| PAPPAS JAMES | ||||||||||||||
| FORMER VP QUALITY & PATIENT SAFETY | $0 | $300,000 | $0 | $0 | $0 | $0 | $0 | $35,100 | $0 | $5,000 | $0 | $340,100 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART I, LINE 1A | LOMA LINDA UNIVERSITY MEDICAL CENTER-MURRIETA 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: 77,112 - LANG, KEVIN J.: 136,317 NET FLEX PLAN CREDITS PAID TO EMPLOYEE IN CASH: - BAKER, PETER J.: 31,129 - EISELE, MELVIN A.: 28,911 - HADLEY, HENRY ROGER: 61,172 - HART, RICHARD HENRY: 62,882 - HEINRICH, KERRY L.: 146,823 - HUBBARD, MARK LEE: 47,015 - LALAS, ANGELA MANALO: 57,846 - LANG, KEVIN J.: 119,789 - LENO, SONDRA: 16,740 - SODERBLOM, ALAN B.: 14,817 - SOUBIROUS, LINDA: 14,817 - WRIGHT, TREVOR: 74,686 TRAVEL FOR COMPANIONS: - HEINRICH, KERRY L.: 183 TAX INDEMNIFICATION AND GROSS-UP PAYMENTS: - BAKER, PETER J.: 677 - EISELE, MELVIN A.: 1,196 - HADLEY, HENRY ROGER: 9,012 - HART, RICHARD HENRY: 4,678 - HEINRICH, KERRY L.: 2,619 - HUBBARD, MARK LEE: 6,435 - LALAS, ANGELA MANALO: 733 - LANG, KEVIN J.: 6,245 - LENO, SONDRA: 2,141 - SODERBLOM, ALAN B.: 699 - SOUBIROUS, LINDA: 2,006 - WRIGHT, TREVOR: 1,494 EMPLOYER CONTRIBUTIONS/PAYMENTS FOR ELECTIVE BENEFITS (INCLUDES VESTED AND FORFEITED BENEFITS FUNDED IN PRIOR YEARS): - LANG, KEVIN J.: 3,356 |
| 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. |
| FORM 990, PART VII, LINE 1A OR SCHEDULE J, PART II: | THE 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 THE OFFICERS LISTED 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(II) 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. ALLOCATION PERCENTAGES OF THE COMPENSATION PAYMENTS FOR THE OFFICERS ARE AS FOLLOWS: -BAKER, J. PETER COMPENSATION: 100% FUNDED BY MURRIETA. -EISELE, MELVIN ARTHUR COMPENSATION, EXCLUDING INCENTIVE AND SERP BENEFIT: 10% FUNDED BY MURRIETA, 23% FUNDED BY LLUCH, 2% FUNDED BY LLUBMC AND 65% FUNDED BY LLUMC. INCENTIVE AND SERP BENEFIT: 100% FUNDED BY LLUMC -HADLEY, HENRY ROGER COMPENSATION: 3% FUNDED BY LLUCH, 12% FUNDED BY LLUMC AND 85% FUNDED BY LLU. NET OF $50,000 FUNDED BY LLUHC AND $50,000 FUNDED BY LOMA LINDA UNIVERSITY UROLOGY GROUP AND THE DEPARTMENT OF VETERAN AFFAIRS. SERP BENEFIT: 100% FUNDED BY LLU. -HART, RICHARD HENRY COMPENSATION, EXCLUDING SERP BENEFIT: 32% FUNDED BY LLU, 1% FUNDED BY LLUBMC, 12% FUNDED BY LLUCH, 5% FUNDED BY MURRIETA AND 50% FUNDED BY LLUMC. SERP BENEFIT: 100% FUNDED BY LLUMC. -HEINRICH, KERRY L. COMPENSATION, EXCLUDING INCENTIVE AND SERP BENEFIT: 10% FUNDED BY MURRIETA, 23% FUNDED BY LLUCH, 2% FUNDED BY LLUBMC AND 65% FUNDED BY LLUMC. INCENTIVE AND SERP BENEFIT: 100% FUNDED BY LLUMC. -HUBBARD, MARK LEE COMPENSATION, EXCLUDING INCENTIVE AND SERP BENEFIT: 3% FUNDED BY LLUCH, 2% FUNDED BY MURRIETA, 15% FUNDED BY LLUSS, 70% FUNDED BY LLUH'S RISK MANAGEMENT DEPARTMENT AND 10% FUNDED BY LLUMC. SERP BENEFIT: 20% FUNDED BY LLUMC AND 80% FUNDED BY LLUH'S RISK MANAGEMENT DEPARTMENT. INCENTIVE BENEFIT: 100% FUNDED BY LLUMC. -LALAS, ANGELA MANALO COMPENSATION, EXCLUDING INCENTIVE AND SERP BENEFIT: 15% FUNDED BY LLUSS, 8% FUNDED BY MURRIETA, 20% FUNDED BY LLUCH, 2% FUNDED BY LLUBMC AND 55% FUNDED BY LLUMC. INCENTIVE AND SERP BENEFIT: 100% FUNDED BY LLUMC. -LENO, SONDRA COMPENSATION, EXCLUDING INCENTIVE AND SERP BENEFIT: 3% FUNDED BY LLU, 10% FUNDED BY MURRIETA, 32% FUNDED BY LLUCH, 8% FUNDED BY LLUBMC AND 47% FUNDED BY LLUMC. INCENTIVE AND SERP BENEFIT: 100% FUNDED BY LLUMC -LANG, KEVIN J. COMPENSATION, EXCLUDING INCENTIVE AND SERP BENEFIT: 49% FUNDED BY LLUMC, 17% FUNDED BY LLUCH, 7% FUNDED BY MURRIETA, 17.5% FUNDED BY LLU, 7.5% FUNDED BY LLUHC, AND 2% FUNDED BY LLUBMC. SERP BENEFIT: 92.5% FUNDED BY LLUMC AND 7.5% FUNDED BY LLUHC. INCENTIVE BENEFIT: 100% FUNDED BY LLUMC. -SODERBLOM, ALAN B. COMPENSATION: 100% FUNDED BY MURRIETA. -SOUBIROUS, LINDA COMPENSATION: 100% FUNDED BY MURRIETA. -WRIGHT, TREVOR COMPENSATION, EXCLUDING INCENTIVE AND SERP BENEFIT: 10% FUNDED BY MURRIETA, 23% FUNDED BY LLUCH, 2% FUNDED BY LLUBMC AND 65% FUNDED BY LLUMC. INCENTIVE AND SERP BENEFIT: 100% FUNDED BY LLUMC. |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (14 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART V, LINE 14B | N/A |
| FORM 990, PART VI, SECTION A, LINE 2 | FAMILY RELATIONSHIPS MAY EXIST AMONG OTHER OFFICER'S, DIRECTOR'S, OR KEY EMPLOYEES OF OTHER RELATED ORGANZATIONS. THE NATURE OF THE BUSINESS RELATIONSHIP IS EMPLOYMENT. |
| FORM 990, PART VI, SECTION A, LINE 3 | DELEGATION IS PER THE BY-LAWS OF THE CORPORATION. DELEGATION IS ADMINISTERED THEREOF. |
| FORM 990, PART VI, SECTION A, LINE 6 | THE HOSPITAL (LLUMC-M) IS ORGANIZED AS A NOT-FOR-PROFIT RELIGIOUS CORPORATION. THE SOLE CORPORATE MEMBER OF LLUMC-M PURSUANT TO SECTION 9310 OF THE CALIFORNIA NONPROFIT RELIGIOUS CORPORATION LAW SHALL BE LLUH, A CALIFORNIA NON-PROFIT RELIGIOUS CORPORATION, ACTING BY AND THROUGH ITS BOARD OF TRUSTEES. THE SOLE CORPORATE MEMBER IS LOMA LINDA UNIVERSITY HEALTH (LLUH). |
| FORM 990, PART VI, SECTION A, LINE 7A | THE HOSPITAL BYLAWS DEFINE ITS BOARD OF TRUSTEES TO BE THE SAME INDIVIDUALS WHO ARE MEMBERS OF THE LOMA LINDA UNIVERSITY MEDICAL CENTER BOARD OF TRUSTEES. LLUH, A CALIFORNIA NOT-FOR-PROFIT RELIGIOUS CORPORATION, IS THE SOLE CORPORATE MEMBER OF THE HOSPITAL. |
| FORM 990, PART VI, SECTION A, LINE 7B | DECISIONS OF GOVERNING BOARD APPROVAL THE SOLE CORPORATE MEMBER, LLUH, MUST APPROVE ALL CHANGES TO THE ARTICLES OF INCORPORATION AND BYLAWS. |
| FORM 990, PART VI, SECTION B, LINE 11B | FORM 990 IS REVIEWED BY INTERNAL AUDIT AND MANAGEMENT AND IS MADE AVAILABLE TO THE AUDIT COMMITTEE AND THE BOARD FOR REVIEW AND COMMENT BEFORE FILING. |
| FORM 990, PART VI, SECTION B, LINE 12C | GENERAL COUNSEL ANNUALLY OBTAINS STATEMENTS OF DISCLOSURE FROM TRUSTEES, OFFICERS, ADMINISTRATORS, KEY EMPLOYEES, AND OTHERS WHO MAKE OR AFFECT SIGNIFICANT DECISIONS AND REVIEWS THE FINDINGS WITH APPROPRIATE BOARDS AND COMMITTEES. THE BOARD OF TRUSTEES MAKES THE DECISIONS REGARDING QUESTIONS WHICH HAVE NOT BEEN SATISFACTORILY ANSWERED AFTER ADMINISTRATIVE CONSIDERATION. |
| FORM 990, PART VI, SECTION B, LINE 15 | LLUH EMPLOYS AN INDEPENDENT OUTSIDE CONSULTING FIRM TO BENCHMARK COMPENSATION FOR LLUH EMPLOYEES, INCLUDING THE CEO AND TOP MANAGEMENT. THE LLUH EXECUTIVE COMPENSATION COMMITTEE USES THE RESULTS OF THE INDEPENDENT SURVEY TO ESTABLISH PAY SCALES FOR THE NEXT FISCAL YEAR. THE EXECUTIVE COMPENSATION COMMITTEE SETS THE TOTAL COMPENSATION BELOW THE INDUSTRY MEAN AND MEDIAN AMOUNTS PROVIDED IN THE SURVEY. THE EXECUTIVE COMPENSATION COMMITTEE IS COMPOSED OF TRUSTEES APPOINTED BY THE LLUH BOARD WHO ARE INDEPENDENT OF LLUH MANAGEMENT. THE EXECUTIVE COMPENSATION COMMITTEE IS APPOINTED BY THE LLUH BOARD OF TRUSTEES TO HAVE DIRECT RESPONSIBILITY FOR ESTABLISHING COMPENSATION, POLICIES, AND BENEFITS FOR THE SENIOR EXECUTIVES OF LLUH. THE COMMITTEE'S PROCESS INCLUDES CONTEMPORANEOUS SUBSTANTIATION OF DELIBERATIONS AND DECISIONS. FOR KEY EMPLOYEES OTHER THAN THE OFFICERS AS WELL AS EMPLOYEES IN LEADERSHIP POSITIONS, LLUBMC MANAGEMENT, THROUGH THE HUMAN RESOURCE DEPARTMENT, OBTAINS THE SERVICES OF AN INDEPENDENT CONSULTING FIRM TO CONDUCT NATIONWIDE COMPENSATION SURVEYS. MANAGEMENT USES THE COMPARABLE BENCHMARKS IN THE SURVEY RESULTS TO ESTABLISH OR REVIEW PAY SCALES FOR THE POSITION. THIS SURVEY, CONDUCTED BY THE INDEPENDENT CONSULTING FIRM, IS PERFORMED FOR THE ORGANIZATION EVERY TWO YEARS. INTERNALLY, THE HUMAN RESOURCE DEPARTMENT CONDUCTS ANNUAL SURVEYS USING AT LEAST THREE SURVEY RESULTS FROM INDEPENDENT FIRMS TO ESTABLISH OR REVIEW THE REASONABLENESS OF COMPENSATION AMOUNTS. -THIS PROCESS WAS LAST UNDERTAKEN IN DECEMBER OF 2016 FOR THE POSITION OF SVP ADMIN LLUMC-M HELD BY BAKER, J. PETER -THIS PROCESS WAS LAST UNDERTAKEN IN DECEMBER OF 2016 FOR THE POSITION OF PRESIDENT HELD BY HART, RICHARD H. -THIS PROCESS WAS LAST UNDERTAKEN IN DECEMBER OF 2016 FOR THE POSITION OF EVP/CEO LLUMC HELD BY HEINRICH, KERRY L. -THIS PROCESS WAS LAST UNDERTAKEN IN DECEMBER OF 2016 FOR THE POSITION OF SVP HRM & RM HELD BY HUBBARD, MARK L. -THIS PROCESS WAS LAST UNDERTAKEN IN DECEMBER OF 2016 FOR THE POSITION OF SVP FINANCE HELD BY LALAS, ANGELA MANALO -THIS PROCESS WAS LAST UNDERTAKEN IN DECEMBER OF 2016 FOR THE POSITION OF CFO/EVP ADMINISTRATION HELD BY LANG, KEVIN J. -THIS PROCESS WAS LAST UNDERTAKEN IN AUGUST OF 2017 FOR THE POSITION OF VP FINANCE HELD BY SODERBLOM, ALAN B. -THIS PROCESS WAS LAST UNDERTAKEN IN DECEMBER OF 2016 FOR THE POSITION OF CNO MURRIETA HOSPITAL HELD BY SOUBIROUS, LINDA -THIS PROCESS WAS LAST UNDERTAKEN IN DECEMBER OF 2016 FOR THE POSITION OF COO, LLUMC HOSPITALS HELD BY WRIGHT, TREVOR -THIS PROCESS WAS LAST UNDERTAKEN IN DECEMBER OF 2016 FOR THE POSITION OF SVP ADMIN LLUMC-M HELD BY BAKER, J. PETER -THIS PROCESS WAS LAST UNDERTAKEN IN DECEMBER OF 2016 FOR THE POSITION OF PRESIDENT HELD BY HART, RICHARD H. -THIS PROCESS WAS LAST UNDERTAKEN IN DECEMBER OF 2016 FOR THE POSITION OF EVP/CEO LLUMC HELD BY HEINRICH, KERRY L. -THIS PROCESS WAS LAST UNDERTAKEN IN DECEMBER OF 2016 FOR THE POSITION OF SVP HRM & RM HELD BY HUBBARD, MARK L. -THIS PROCESS WAS LAST UNDERTAKEN IN DECEMBER OF 2016 FOR THE POSITION OF SVP FINANCE HELD BY LALAS, ANGELA MANALO -THIS PROCESS WAS LAST UNDERTAKEN IN DECEMBER OF 2016 FOR THE POSITION OF CFO/EVP ADMINISTRATION HELD BY LANG, KEVIN J. -THIS PROCESS WAS LAST UNDERTAKEN IN AUGUST OF 2017 FOR THE POSITION OF VP FINANCE HELD BY SODERBLOM, ALAN B. -THIS PROCESS WAS LAST UNDERTAKEN IN DECEMBER OF 2016 FOR THE POSITION OF CNO MURRIETA HOSPITAL HELD BY SOUBIROUS, LINDA -THIS PROCESS WAS LAST UNDERTAKEN IN DECEMBER OF 2016 FOR THE POSITION OF COO, LLUMC HOSPITALS HELD BY WRIGHT, TREVOR -THIS PROCESS WAS LAST UNDERTAKEN IN DECEMBER OF 2016 FOR THE POSITION OF VP REVENUE CYCLE HELD BY EISELE, MELVIN A. -THIS PROCESS WAS LAST UNDERTAKEN IN DECEMBER OF 2016 FOR THE POSITION OF VP FINANCE HELD BY LENO, SONDRA |
| FORM 990, PART VI, SECTION C, LINE 18 | THE IRS FORM 990 IS AVAILABLE ON WWW.GUIDESTAR.ORG AND MAY ALSO BE OBTAINED BY MAKING A REQUEST TO THE CFO AT 11234 ANDERSON ST., LOMA LINDA, CA 92354. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE HOSPITAL DOES NOT MAKE ITS GOVERNING DOCUMENTS PUBLICLY AVAILABLE BEYOND REQUIRED FILINGS OF ARTICLES OF INCORPORATION WITH THE SECRETARY OF STATE. THE HOSPITAL DOES MAKE ITS CONFLICT OF INTEREST POLICY AVAILABLE ON THE ORGANIZATION'S INTERNAL WEBSITE FOR EMPLOYEES AND FILES MONTHLY/QUARTERLY SUMMARY FINANCIAL REPORTS WITH THE STATE HEALTH-PLANNING AGENCY |
| FORM 990, PART XI, LINE 9: | TRANSFER (TO) FROM AFFILIATES 11,447,934. |
| FORM 990, PART XII, LINE 2B: | THE FINANCIAL STATEMENTS OF LOMA LINDA UNIVERSITY MEDICAL CENTER-MURRIETA WERE AUDITED BY AN INDEPENDENT FIRM AS PART OF THE 2018 COMBINED FINANCIAL STATEMENT AUDIT OF LOMA LINDA UNIVERSITY MEDICAL CENTER AND ITS AFFILIATES (WHICH ENCOMPASSES LOMA LINDA UNIVERSITY MEDICAL CENTER, LOMA LINDA MERCANTILE, LOMA LINDA UNIVERSITY MEDICAL ENTERPRISES, LOMA LINDA UNIVERSITY FACULTY PHARMACY, LOMA LINDA UNIVERSITY CHILDREN'S HOSPITAL, LOMA LINDA UNIVERSITY BEHAVIORAL MEDICAL CENTER, THE LOMA LINDA UNIVERSITY CHILDREN'S HOSPITAL FOUNDATION, LOMA LINDA UNIVERSITY HEALTHCARE PROPERTIES, LLC, LOMA LINDA UNIVERSITY - URGENT CARE, LLC, LLUH BEAUMONT-BANNING, LLC AND LOMA LINDA UNIVERSITY MEDICAL CENTER-MURRIETA). |
| FORM 990, PART XII, LINE 2C: | DUE TO THE FACT THAT LOMA LINDA UNIVERSITY MED CNTR-MURRIETA FINANCIAL STATEMENTS ARE AUDITED AS PART OF THE COMBINED FINANCIAL STATEMENT AUDIT FOR LOMA LINDA UNIVERSITY MEDICAL CENTER AND ITS AFFILIATES, LLUMC'S FINANCE AND AUDIT COMMITTEES OF THE BOARD OF TRUSTEES ALSO ASSUME RESPONSIBILITY FOR OVERSIGHT OF LOMA LINDA UNIVERSITY CNTR-MURRIETA FINANCIAL STATEMENT AUDIT AND SELECTION OF THE INDEPENDENT FIRM. |
Schedule R IRS990ScheduleR
Id Disregarded Entities IdDisregardedEntitiesGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt |
|---|---|---|---|---|---|---|---|
| LOMA LINDA UNIVERSITY - URGENT CARE LLC | |||||||
| 11234 ANDERSON ST | LOMA LINDA | CA | 92354 | 953522679 | URGENT CARE CLINIC | CA | LLUMC |
| LOMA LINDA UNIVERSITY HEALTHCARE PROPERTIES LLC | |||||||
| 11234 ANDERSON ST | LOMA LINDA | CA | 92354 | 953522679 | PROPERTY OWNERSHIP | CA | LLUMC |
| LLUH BEAUMONT-BANNING LLC | |||||||
| 81 S HIGHLAND SPRINGS AVE | BEAUMONT | CA | 92223 | 421745710 | PRIMARY CARE OFFICE | CA | LLUMC |
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (15 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Exempt Code SectionExemptCodeSectionTxt | Public Charity StatusPublicCharityStatusTxt | Direct Controlling NADirectControllingNACd | Controlled OrganizationControlledOrganizationInd | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt |
|---|---|---|---|---|---|---|---|---|---|---|---|
| GENERAL CONFERENCE OF SEVENTH-DAY ADVENTISTS | |||||||||||
| 12501 OLD COLUMBIA PIKE | SILVER SPRING | MD | 20904 | 520643036 | CHURCH | CA | 501(C)(3) | 1 | N/A | 0 | |
| LOMA LINDA UNIVERSITY HEALTH | |||||||||||
| 11175 CAMPUS ST | LOMA LINDA | CA | 92354 | 953804495 | PARENT COMPANY | CA | 501(C)(3) | 1 | 0 | GCOSDA | |
| LOMA LINDA UNIVERSITY | |||||||||||
| 11145 ANDERSON ST | LOMA LINDA | CA | 92350 | 951816009 | UNIVERSITY | CA | 501(C)(3) | 2 | 0 | LLUH | |
| LOMA LINDA MERCANTILE | |||||||||||
| PO BOX 2000 | LOMA LINDA | CA | 92354 | 953858272 | PURCHASING COMPANY | CA | 501(C)(3) | 1 | 0 | LLUMC | |
| LOMA LINDA UNIVERSITY BEHAVIORAL MEDICINE CENTER | |||||||||||
| 1710 BARTON RD | REDLANDS | CA | 92373 | 330245579 | PSYCHIATRIC HOSPITAL | CA | 501(C)(3) | 3 | 0 | LLUMC | |
| LOMA LINDA UNIVERSITY CHILDREN'S HOSPITAL FOUNDATION | |||||||||||
| PO BOX 2000 | LOMA LINDA | CA | 92354 | 330565591 | FOUNDATION | CA | 501(C)(3) | 12C | 0 | LLUMC | |
| LOMA LINDA UNIVERSITY HEALTH CARE | |||||||||||
| 11175 CAMPUS ST | LOMA LINDA | CA | 92354 | 330364239 | HEALTHCARE MANAGEMENT SERVICE ORGANIZATION | CA | 501(C)(3) | 12C | 0 | LLUH | |
| LOMA LINDA UNIVERSITY MEDICAL ENTERPRISES | |||||||||||
| 11234 ANDERSON ST | LOMA LINDA | CA | 92354 | 330873998 | OUTPATIENT PHARMACY | CA | 501(C)(3) | 12A | 0 | LLUMC | |
| LOMA LINDA UNIVERSITY FACULTY PHARMACY | |||||||||||
| 11234 ANDERSON ST | LOMA LINDA | CA | 92354 | 202834636 | OUTPATIENT PHARMACY | CA | 501(C)(3) | 12A | 0 | LLUMC | |
| NATIONAL MEDICAL TECHNOLOGY TESTBED | |||||||||||
| 11175 CAMPUS ST | LOMA LINDA | CA | 92354 | 330578722 | RESEARCH ORGANIZATION | CA | 501(C)(3) | 12A | 0 | LLUMC | |
| UNIVERSITY INSURANCE COMPANY OF VERMONT | |||||||||||
| 126 COLLEGE ST SUITE 400 | BURLINGTON | VT | 05401 | 030311174 | CAPTIVE INSURANCE PROVIDER | VT | 501(C)(3) | 1 | 0 | LLUH | |
| LOMA LINDA UNIVERSITY SHARED SERVICES | |||||||||||
| 11175 CAMPUS ST | LOMA LINDA | CA | 92354 | 810661056 | SERVICE ORGANIZATION | CA | 501(C)(3) | 1 | 0 | LLUH | |
| LOMA LINDA UNIVERSITY CHILDREN'S HOSPITAL | |||||||||||
| 11234 ANDERSON ST | LOMA LINDA | CA | 92354 | 463214504 | HOSPITAL | CA | 501(C)(3) | 3 | 0 | LLUMC | |
| LLUH PROFESSIONALGEN LIABILITY TRUST | |||||||||||
| 101 E REDLANDS BLVD | SAN BERNARDINO | CA | 92408 | 366821892 | INSURANCE TRUST | CA | 501(C)(3) | 12A | 0 | LLUH | |
| LLU WORKERS COMP INVESTMENT TRUST BOFA ATTN EMR SALLEY | |||||||||||
| PO BOX 366 | PROVIDENCE | RI | 029019972 | 953458265 | INSURANCE TRUST | CA | 501(C)(3) | 12A | 0 | LLUH | |
Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp
Related Organization Name RelatedOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MEDICAL PROPERTIES OF LOMA LINDA | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 11175 CAMPUS ST | AddressLine1Txt |
| City | LOMA LINDA | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 92354 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 953669452 | EIN |
| Primary Activities | PROPERTY OWNERSHIP | PrimaryActivitiesTxt |
| Legal Domicile State | CA | LegalDomicileStateCd |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LLUH | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Entity Type | C | EntityTypeTxt |
| Controlled Organization | 0 | ControlledOrganizationInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | 0 | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | Yes (1) | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | Yes (1) | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | Yes (1) | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | 0 | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | Yes (1) | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | 0 | SharingOfFacilitiesInd |
| Paid Employees Sharing | 0 | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | Yes (1) | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp (12 entries)
| Transaction TypeTransactionTypeTxt | InvolvedInvolvedAmt |
|---|---|
| LOMA LINDA UNIVERSITY MEDICAL CENTER | |
| K | $22,645,309 |
| LOMA LINDA UNIVERSITY MEDICAL CENTER | |
| C | $11,447,935 |
| LOMA LINDA UNIVERSITY HEALTH | |
| P | $211,384 |
| LOMA LINDA UNIVERSITY HEALTH | |
| M | $1,652,947 |
| LOMA LINDA UNIVERSITY HEALTH | |
| E | $1,592,703 |
| LOMA LINDA UNIVERSITY SHARED SERVICES | |
| M | $286,924 |
| LOMA LINDA UNIVERSITY SHARED SERVICES | |
| K | $78,651 |
| LOMA LINDA UNIVERSITY SHARED SERVICES | |
| P | $8,628,640 |
| LOMA LINDA UNIVERSITY SHARED SERVICES | |
| E | $2,193,191 |
| LOMA LINDA UNIVERSITY | |
| P | $52,317 |
| LOMA LINDA UNIVERSITY | |
| M | $27,058 |
| LOMA LINDA MERCANTILE | |
| P | $9,625,514 |
Reasonable Cause Explanation ReasonableCauseExplanation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Explanation | LATE FILED DUE TO CCH SOFTWARE OUTAGE. | ExplanationTxt |