LOMA LINDA UNIVERSITY PHYSICIANS MEDICAL GROUP INC: Form 990, tax year 2011
View the entire original 990 at ProPublica ↗
- Organization
- LOMA LINDA UNIVERSITY PHYSICIANS MEDICAL GROUP INC (EIN 33-0307946)
- Tax period
- 2011-07-01 to 2012-06-30
- Filed
- 2013-05-13
- IRS object ID
- 201301339349303090
- Schema version
- 2011v1.5
- 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 ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2013-05-13T13:33:08-05:00 | Timestamp |
| Tax Period End Date | 2012-06-30 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 330919055 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | AHERN ADCOCK DEVLIN LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2155 CHICAGO AVENUE SUITE 100 | AddressLine1 |
| City | RIVERSIDE | City |
| State | CA | State |
| ZIP Code | 92507 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2011-07-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 330307946 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LOMA LINDA UNIVERSITY PHYSICIANS | BusinessNameLine1 |
| Business Name Line2 | MEDICAL GROUP INC | BusinessNameLine2 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | LOMA | NameControl |
| Phone | 9095582191 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 11370 ANDERSON STREET NO 3150 | AddressLine1 |
| City | LOMA LINDA | City |
| State | CA | State |
| ZIP Code | 92354 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | DOUGLAS HEGSTAD MD | Name |
| Title | PRESIDENT | Title |
| Phone | 9095582191 | Phone |
| Date Signed | 2013-05-10 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | ANDREW STEINKE | Name |
| PTIN | P00153620 | PTIN |
| Phone | 9516830672 | Phone |
| Date Prepared | 2013-05-10 | DatePrepared |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2011 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | DOUGLAS HEGSTAD MD | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 11370 ANDERSON STREET NO 3150 | AddressLine1 |
| City | LOMA LINDA | City |
| State | CA | State |
| ZIP Code | 92354 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 11331411 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | N/A | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1988 | YearFormation |
| State Legal Domicile | CA | StateLegalDomicile |
| Activity Or Mission Description | TO PERFORM FUNCTIONS OF THE INTERNAL MEDICINE DEPARTMENT OF LOMA LINDA UNIVERSITY SCHOOL OF MEDICINE AND TO IMPLEMENT A FACULTY PRACTICE PROGRAM FOR DEPARTMENT FACULTY. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 10 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 5 | NbrIndependentVotingMembers |
| Total Nbr Employees | 72 | TotalNbrEmployees |
| Total Nbr Volunteers | 0 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 0 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 404495 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 276745 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 20060462 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 11026446 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 19849 | InvestmentIncomePriorYear |
| Investment Income Current Year | 7842 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | -20989 | OtherRevenuePriorYear |
| Other Revenue Current Year | -11300 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 20463817 | TotalRevenuePriorYear |
| Total Revenue Current Year | 11299733 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 0 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 0 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 14932687 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 8261165 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 0 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 0 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 5877978 | OtherExpensePriorYear |
| Other Expenses Current Year | 2832466 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 20810665 | TotalExpensesPriorYear |
| Total Expenses Current Year | 11093631 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | -346848 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 206102 | RevenuesLessExpensesCY |
| Total Assets BOY | 5476751 | TotalAssetsBOY |
| Total Assets EOY | 3486844 | TotalAssetsEOY |
| Total Liabilities BOY | 2573964 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 378863 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 2902787 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 3107981 | NetAssetsOrFundBalancesEOY |
| Mission Description | TO PERFORM FUNCTIONS OF THE INTERNAL MEDICINE DEPARTMENT OF LOMA LINDA UNIVERSITY SCHOOL OF MEDICINE AND TO IMPLEMENT A FACULTY PRACTICE PROGRAM FOR DEPARTMENT FACULTY. | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 9425143 | Expense |
| Revenue | 9810681 | Revenue |
| Description | PATIENT CARE:IMPLEMENTATION AND OPERATION OF A FACULTY PRACTICE, PRIMARILY FOR THE EDUCATION OF THE STUDENTS, RESIDENTS AND FELLOWS OF THE LOMA LINDA UNIVERSITY SCHOOL OF MEDICINE(LLUSOM). A TOTAL OF 137,241 PROCEDURES WERE PERFORMED AND 105,874 PATIENTS VISITS TOOK PLACE DURING THE FISCAL YEAR. | Description |
Activity2 Activity2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 270199 | Expense |
| Revenue | 1204465 | Revenue |
| Description | ACADEMICS:ACADEMIC TEACHING FOR THE DEPARTMENT OF MEDICINE OF LLUSOM MEDICAL STUDENTS, RESIDENTS AND FELLOWS. APPROXIMATELY 20 STUDENTS, 114 RESIDENTS AND 26 FELLOWS WERE TAUGHT. STUDENTS INCLUDE 25 IN SENIOR ELECTIVES AND 4 ASSIGNED TO LLUPMGI CLINICS DURING THE FISCAL YEAR. LLUPMGI PHYSICIANS HELD 13 TEACHING ROLES AND PARTICIPATED IN 154 LECTURES AND INTERACTIVE TEACHING. | Description |
Activity3 Activity3
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 218306 | Expense |
| Revenue | 0 | Revenue |
| Description | RESEARCH:THE FACULTY EMPLOYEES OF LLUPMGI PARTICIPATED IN 36 RESEARCH AND GRANTSMANSHIP PROJECTS, ISSUED 3 PUBLICATIONS AND GAVE 5 PUBLIC PRESENTATIONS DURING THE FISCAL YEAR. | Description |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expense | 9913648 | TotalProgramServiceExpense |
| Described In501 C3 | 1 | DescribedIn501C3 |
| Schedule B Required | 1 | ScheduleBRequired |
| Political Activities | 0 | PoliticalActivities |
| Lobbying Activities | 0 | LobbyingActivities |
| Subject To Proxy Tax | 0 | SubjectToProxyTax |
| Donor Advised Funds | 0 | DonorAdvisedFunds |
| Conservation Easements | 0 | ConservationEasements |
| Collections Of Art | 0 | CollectionsOfArt |
| Credit Counseling | 0 | CreditCounseling |
| Term Or Permanent Endowments | 0 | TermOrPermanentEndowments |
| Report Land Bldg Equip | 1 | ReportLandBldgEquip |
| Report Invest Oth Securities | 0 | ReportInvestOthSecurities |
| Report Prog Rel Invest | 0 | ReportProgRelInvest |
| Report Other Assets | 1 | ReportOtherAssets |
| Report Other Liabilities | 0 | ReportOtherLiabilities |
| Report Fin48 Footnote | 0 | ReportFin48Footnote |
| Independent Audit Financial Stmt | 0 | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | 0 | ConsolidatedAuditFinancialStmt |
| School | 0 | School |
| Foreign Office | 0 | ForeignOffice |
| Foreign Activities | 0 | ForeignActivities |
| More Than5000 K To Organizations | 0 | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividuals |
| Professional Fundraising | 0 | ProfessionalFundraising |
| Fundraising Activities | 0 | FundraisingActivities |
| Gaming | 0 | Gaming |
| Hospital | 0 | Hospital |
| Grants To Organizations | 0 | GrantsToOrganizations |
| Grants To Individuals | 0 | GrantsToIndividuals |
| Schedule J Required | 1 | ScheduleJRequired |
| Tax Exempt Bonds | 0 | TaxExemptBonds |
| Excess Benefit Transaction | 0 | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | 0 | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | 0 | LoanToOfficerOrDQP |
| Grant To Related Person | 0 | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | 0 | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | 0 | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | 0 | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | 0 | DeductibleNonCashContributions |
| Deductible Contributions Of Art | 0 | DeductibleContributionsOfArt |
| Terminated | 0 | Terminated |
| Partial Liquidation | 0 | PartialLiquidation |
| Disregarded Entity | 0 | DisregardedEntity |
| Related Entity | 1 | RelatedEntity |
| Related Org Controlled Entity | 0 | RelatedOrgControlledEntity |
| Transaction Related Entity | 0 | TransactionRelatedEntity |
| Transfers To Exempt Non Chrtbl Org | 0 | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | 0 | ActivitiesConductedPartnership |
| Schedule O Required | 1 | ScheduleORequired |
| Number Forms Transmitted With1096 | 23 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Number Of Employees | 72 | NumberOfEmployees |
| Employment Tax Returns Filed | 1 | EmploymentTaxReturnsFiled |
| Unrelated Business Income | 0 | UnrelatedBusinessIncome |
| Foreign Financial Account | 0 | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTrans |
| Taxable Party Notification | 0 | TaxablePartyNotification |
| Non Deductible Contributions | 0 | NonDeductibleContributions |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributions |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOf |
| Indoor Tanning Services | 0 | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 10 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 5 | NumberIndependentVotingMembers |
| Family Or Business Relationship | 0 | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | 0 | DelegationOfManagementDuties |
| Changes To Organizing Docs | 0 | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuse |
| Members Or Stockholders | 1 | MembersOrStockholders |
| Election Of Board Members | 1 | ElectionOfBoardMembers |
| Decisions Subject To Approval | 0 | DecisionsSubjectToApproval |
| Minutes Of Governing Body | 1 | MinutesOfGoverningBody |
| Minutes Of Committees | 1 | MinutesOfCommittees |
| Officer Mailing Address | 0 | OfficerMailingAddress |
| Local Chapters | 0 | LocalChapters |
| Form990 Provided To Governing Body | 1 | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | 0 | ConflictOfInterestPolicy |
| Whistleblower Policy | 0 | WhistleblowerPolicy |
| Document Retention Policy | 0 | DocumentRetentionPolicy |
| Compensation Process CEO | 1 | CompensationProcessCEO |
| Compensation Process Other | 0 | CompensationProcessOther |
| Investment In Joint Venture | 0 | InvestmentInJointVenture |
| States Where Copy Of Return Is Filed | CA | StatesWhereCopyOfReturnIsFiled |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | SANDRA FISHER | NamePerson |
| Telephone Number | 9095582191 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 11370 ANDERSON STREET STE 3150 | AddressLine1 |
| City | LOMA LINDA | City |
| State | CA | State |
| ZIP Code | 92354 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (16 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | OfficerOfficer | Highest Compensated EmployeeHighestCompensatedEmployee |
|---|---|---|---|---|---|---|---|
| ROGER HADLEY MD | |||||||
| DIRECTOR, SOM CHAIRMAN | 0.00 | X | 0 | 0 | 0 | ||
| DANIEL GIANG MD | |||||||
| DIRECTOR | 0.00 | X | 0 | 0 | 0 | ||
| WILLIAM PATTON MD | |||||||
| DIRECTOR | 0.00 | X | 0 | 0 | 0 | ||
| KENNETH JUTZY MD | |||||||
| DIRECTOR | 0.00 | X | 0 | 0 | 0 | ||
| ADRIAN COTTON MD | |||||||
| DIRECTOR | 50.00 | X | 204711 | 0 | 33088 | ||
| DOUGLAS HEGSTAD MD | |||||||
| DIRECTOR, PRESIDENT | 5.00 | 0 | 0 | 0 | X | ||
| MICHAEL WALTER MD | |||||||
| DIRECTOR, 2ND VP&CFO | 50.00 | 255063 | 0 | 54156 | X | ||
| JAMES LARSEN MD | |||||||
| DIRECTOR, SECRETARY | 50.00 | 206491 | 0 | 37473 | X | ||
| PHILIP M GOLD MD | |||||||
| FIRST VICE-PRES | 50.00 | 225742 | 0 | 45033 | X | ||
| DEBRA CRAIG MD | |||||||
| COMPLIANCE OFFICER | 50.00 | 277648 | 0 | 43463 | X | ||
| SANDRA FISHER | |||||||
| ASST SEC/ASST CFO | 50.00 | 139091 | 0 | 30550 | X | ||
| DAVID BLAND MD | |||||||
| PHYSICIAN | 50.00 | 252000 | 0 | 56905 | X | ||
| TERENCE LEWIS MD | |||||||
| PHYSICIAN | 50.00 | 269162 | 0 | 55068 | X | ||
| JOHN KIM MD | |||||||
| PHYSICIAN | 50.00 | 234846 | 0 | 36092 | X | ||
| CLAIRE MCARTHUR MD | |||||||
| PHYSICIAN | 50.00 | 234114 | 0 | 22925 | X | ||
| ALAN MICHEL MD | |||||||
| PHYSICIAN | 50.00 | 254473 | 0 | 36171 | X | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 2553341 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 450924 | TotalOtherCompensation |
| Number Individuals GT100 K | 54 | NumberIndividualsGT100K |
| Formers Listed | 0 | FormersListed |
| Total Comp GT150 K | 1 | TotalCompGT150K |
| Compensation From Other Sources | 0 | CompensationFromOtherSources |
Contractor Compensation ContractorCompensation (3 entries)
| Address Line1AddressOfContractor/AddressUS/AddressLine1 | CityAddressOfContractor/AddressUS/City | StateAddressOfContractor/AddressUS/State | ZIP CodeAddressOfContractor/AddressUS/ZIPCode | Description Of ServicesDescriptionOfServices | CompensationCompensation |
|---|---|---|---|---|---|
| LOMA LINDA UNIVERSITY HEALTH CARE | |||||
| 11370 ANDERSON STREET STE 300 | LOMA LINDA | CA | 92354 | BILLING/MGMT/PHY SVCS | 4752172 |
| STAFF CARE INC | |||||
| 5001 STATESMAN DRIVE | IRVING | TX | 75063 | PHYSICIAN SERVICES | 155866 |
| BRUCE SAHBA MD A MEDICAL CORP | |||||
| 3865 CLAIREMONT DRIVE | SAN DIEGO | CA | 92555 | CONTRACT PHYS SERVICES | 124500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 3 | NumberOfContractorsGT100K |
| Related Organizations | 276745 | RelatedOrganizations |
| Total Contributions | 276745 | TotalContributions |
Program Service Revenue ProgramServiceRevenue (5 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome |
|---|---|---|---|
| PATIENT CARE | 621110 | 7576079 | 7576079 |
| CONTRACT PATIENT CARE | 621110 | 2234602 | 2234602 |
| MEDICAL DIRECTORSHIPS | 621110 | 898143 | 898143 |
| OTHER ACADEMIC/RESEARC | 621110 | 245706 | 245706 |
| TEACHING | 621110 | 71916 | 71916 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 11026446 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 7842 | TotalRevenueColumn |
| Exclusion | $7,842 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | 20378 | GrossSalesOfInventory |
| Cost Of Goods Sold | 31678 | CostOfGoodsSold |
Net Income Or Loss NetIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -11300 | TotalRevenueColumn |
| Related Or Exempt Function Income | -11300 | RelatedOrExemptFunctionIncome |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 11299733 | TotalRevenueColumn |
| Related Or Exempt Function Income | 11015146 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $7,842 | ExclusionAmount |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1314710 | Total |
| Program Services | 1114147 | ProgramServices |
| Management And General | 200563 | ManagementAndGeneral |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 5305723 | Total |
| Program Services | 5056759 | ProgramServices |
| Management And General | 248964 | ManagementAndGeneral |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 680916 | Total |
| Program Services | 657871 | ProgramServices |
| Management And General | 23045 | ManagementAndGeneral |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 714890 | Total |
| Program Services | 666501 | ProgramServices |
| Management And General | 48389 | ManagementAndGeneral |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 244926 | Total |
| Program Services | 235078 | ProgramServices |
| Management And General | 9848 | ManagementAndGeneral |
Fees For Services Management FeesForServicesManagement
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 444822 | Total |
| Program Services | 440103 | ProgramServices |
| Management And General | 4719 | ManagementAndGeneral |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 11314 | Total |
| Program Services | 11109 | ProgramServices |
| Management And General | 205 | ManagementAndGeneral |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2000 | Total |
| Management And General | 2000 | ManagementAndGeneral |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 721482 | Total |
| Program Services | 158880 | ProgramServices |
| Management And General | 562602 | ManagementAndGeneral |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 285488 | Total |
| Program Services | 253722 | ProgramServices |
| Management And General | 31766 | ManagementAndGeneral |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 14844 | Total |
| Program Services | 12958 | ProgramServices |
| Management And General | 1886 | ManagementAndGeneral |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 139969 | Total |
| Program Services | 122330 | ProgramServices |
| Management And General | 17639 | ManagementAndGeneral |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 68466 | Total |
| Program Services | 67619 | ProgramServices |
| Management And General | 847 | ManagementAndGeneral |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 822 | Total |
| Program Services | 822 | ProgramServices |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 23691 | Total |
| Program Services | 21641 | ProgramServices |
| Management And General | 2050 | ManagementAndGeneral |
Other Expenses OtherExpenses (4 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral |
|---|---|---|---|
| BAD DEBTS | 878266 | 865463 | 12803 |
| DUES & LICENSES | 105191 | 100916 | 4275 |
| PROFESSIONAL DEVELOPMEN | 72787 | 70099 | 2688 |
| CULINARY | 43053 | 39078 | 3975 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 20271 | Total |
| Program Services | 18552 | ProgramServices |
| Management And General | 1719 | ManagementAndGeneral |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 11093631 | Total |
| Program Services | 9913648 | ProgramServices |
| Management And General | 1179983 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2380685 | BOY |
| EOY | 1204477 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 205550 | BOY |
| EOY | 347651 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2540701 | BOY |
| EOY | 185793 | EOY |
Inventories For Sale Or Use InventoriesForSaleOrUse
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 49903 | BOY |
| EOY | 66572 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 105329 | BOY |
| EOY | 39840 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 577067 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 412828 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 194583 | BOY |
| EOY | 164239 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 1478272 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 5476751 | BOY |
| EOY | 3486844 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2491303 | BOY |
| EOY | 359186 | EOY |
Deferred Revenue DeferredRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 35264 | BOY |
Unsecured Notes Loans Payable UnsecuredNotesLoansPayable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 47397 | BOY |
| EOY | 19677 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2573964 | BOY |
| EOY | 378863 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2902787 | BOY |
| EOY | 3107981 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2902787 | BOY |
| EOY | 3107981 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 5476751 | BOY |
| EOY | 3486844 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | 206102 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | -908 | ReconcilationOtherChanges |
| Info In Schedule O Part XII | X | InfoInScheduleOPartXII |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | 0 | AccountantCompileOrReview |
| FS Audited | 0 | FSAudited |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequired |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Supporting Organization509a3 | X | SupportingOrganization509a3 |
| Supporting Org509a3 Type1 | X | SupportingOrg509a3Type1 |
| Contrib By Controlling Individual | 0 | ContribByControllingIndividual |
| Contribution By Related Party | 0 | ContributionByRelatedParty |
| Contrib By35 Controlled Entity | 0 | ContribBy35ControlledEntity |
Supported Org Information SupportedOrgInformation
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LOMA LINDA UNIVERSITY SCHOOL OF MEDICINE | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 951816009 | EIN |
| Type Of Organization | TYPE 2 | TypeOfOrganization |
| Listed In Governing Doc | 1 | ListedInGoverningDoc |
| Supported Organization Notified | 1 | SupportedOrganizationNotified |
| Organized In US | 1 | OrganizedInUS |
| Amount | $0 | Amount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Number Of Supported Orgs | 1 | TotalNumberOfSupportedOrgs |
| Sum Of Amounts | 0 | SumOfAmounts |
Schedule B IRS990ScheduleB
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | RESTRICTED | ContributorNumber |
Contributor Name Business ContributorNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor Address US ContributorAddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Aggregate Contributions | RESTRICTED | AggregateContributions |
Schedule D IRS990ScheduleD
Leasehold Improvements LeaseholdImprovements
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 91907 | OtherCostOrOtherBasis |
| Depreciation | 48284 | Depreciation |
| Book Value | 43623 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 485160 | OtherCostOrOtherBasis |
| Depreciation | 364544 | Depreciation |
| Book Value | 120616 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 164239 | TotalOfBookValueLandBuildings |
Other Assets OtherAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | ASSETS TRANSFER TO LLUHC/FMG | Description |
| Book Value | 1478272 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | 1478272 | TotalBookValueOtherAssets |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Severance Payment | 0 | SeverancePayment |
| Supplemental Nonqual Retire Plan | 0 | SupplementalNonqualRetirePlan |
| Equity Based Comp Arrangement | 0 | EquityBasedCompArrangement |
| Comp Based On Revenue Of Filing Org | 0 | CompBasedOnRevenueOfFilingOrg |
| Comp Based On Revenue Related Orgs | 0 | CompBasedOnRevenueRelatedOrgs |
| Comp Based Net Earnings Filing Org | 0 | CompBasedNetEarningsFilingOrg |
| Comp Based Net Earnings Relate Orgs | 0 | CompBasedNetEarningsRelateOrgs |
| Any Non Fixed Payments | 1 | AnyNonFixedPayments |
| Initial Contract Exception | 0 | InitialContractException |
Form990 Schedule J Part II Form990ScheduleJPartII (11 entries)
| Base Compensation Filing OrgBaseCompensationFilingOrg | Comp Based On Related OrgsCompBasedOnRelatedOrgs | Bonus Filing OrgBonusFilingOrg | Bonus Related OrgsBonusRelatedOrgs | Other Compensation Filing OrgOtherCompensationFilingOrg | Other Compensation Related OrgsOtherCompensationRelatedOrgs | Deferred Comp Filing OrgDeferredCompFilingOrg | Deferred Comp Related OrgsDeferredCompRelatedOrgs | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrg | Nontaxable Benefits Related OrgsNontaxableBenefitsRelatedOrgs | Total Compensation Filing OrgTotalCompensationFilingOrg | Total Compensation Related OrgsTotalCompensationRelatedOrgs | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrg | Comp Report Prior990 Related OrgsCompReportPrior990RelatedOrgs |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| ADRIAN COTTON MD | |||||||||||||
| 175008 | 0 | 0 | 0 | 29703 | 0 | 0 | 0 | 33088 | 0 | 237799 | 0 | 0 | 0 |
| MICHAEL WALTER MD | |||||||||||||
| 231670 | 0 | 10000 | 0 | 13393 | 0 | 22000 | 0 | 32156 | 0 | 309219 | 0 | 0 | 0 |
| JAMES LARSEN MD | |||||||||||||
| 157008 | 0 | 0 | 0 | 49483 | 0 | 22000 | 0 | 15473 | 0 | 243964 | 0 | 0 | 0 |
| PHILIP M GOLD MD | |||||||||||||
| 214992 | 0 | 0 | 0 | 10750 | 0 | 10500 | 0 | 34533 | 0 | 270775 | 0 | 0 | 0 |
| DEBRA CRAIG MD | |||||||||||||
| 190008 | 0 | 0 | 0 | 87640 | 0 | 22000 | 0 | 21463 | 0 | 321111 | 0 | 0 | 0 |
| SANDRA FISHER | |||||||||||||
| 130008 | 0 | 0 | 0 | 9083 | 0 | 16500 | 0 | 14050 | 0 | 169641 | 0 | 0 | 0 |
| DAVID BLAND MD | |||||||||||||
| 210000 | 0 | 0 | 0 | 42000 | 0 | 22000 | 0 | 34905 | 0 | 308905 | 0 | 0 | 0 |
| TERENCE LEWIS MD | |||||||||||||
| 244992 | 0 | 10000 | 0 | 14170 | 0 | 22000 | 0 | 33068 | 0 | 324230 | 0 | 0 | 0 |
| JOHN KIM MD | |||||||||||||
| 225000 | 0 | 0 | 0 | 9846 | 0 | 0 | 0 | 36092 | 0 | 270938 | 0 | 0 | 0 |
| CLAIRE MCARTHUR MD | |||||||||||||
| 157008 | 0 | 0 | 0 | 77106 | 0 | 0 | 0 | 22925 | 0 | 257039 | 0 | 0 | 0 |
| ALAN MICHEL MD | |||||||||||||
| 151126 | 0 | 0 | 0 | 103347 | 0 | 0 | 0 | 36171 | 0 | 290644 | 0 | 0 | 0 |
Form990 Schedule J Part III Form990ScheduleJPartIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Reference | PART I, LINE 7 | ReturnReference |
| Explanation | REVENUE FROM A MEDICAL DIRECTORSHIP WAS ALLOCATED TO THE MEMBERS OF THE GI DIVISION TO COMPENSATE THEM FOR THESE ADDITIONAL DUTIES. DOCTORS WHO MET THEIR GOALS WERE GIVEN A $5,000 BONUS. | Explanation |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (10 entries)
| Return ReferenceReturnReference | ExplanationExplanation | IdentifierIdentifier |
|---|---|---|
| FORM 990, PART VI, SECTION A, LINE 6 | LLUPMGI'S MEMBERS ARE ITS EMPLOYED PHYSICIANS. | |
| FORM 990, PART VI, SECTION A, LINE 7A | THE PHYSICIANS/MEMBERS ELECT MEMBERS OF THE GOVERNING BODY UPON EXPIRATION OF THEIR TERM. | |
| FORM 990, PART VI, SECTION B, LINE 11 | SUMMARY REVIEW PERFORMED BY CFO PRIOR TO FILING THE TAX RETURN. | |
| FORM 990, PART VI, SECTION B, LINE 12 | ALTHOUGH LLUPMGI DOES NOT HAVE ITS OWN POLICY, IT UTILIZES THE UNIVERSITY-WIDE PROCESS. | |
| FORM 990, PART VI, SECTION B, LINE 15A | USING EXTERNAL DATA, REVIEW AND APPROVAL BY THE FINANCE COMMITTEE. | |
| FORM 990, PART VI, SECTION C, LINE 18 | LLUPMGI MAKES ITS TAX FORMS AVAILABLE DURING NORMAL OFFICE HOURS UPON REQUEST. | |
| FORM 990, PART VI, SECTION C, LINE 19 | LLUPMGI DOES NOT MAKE ITS GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC. | |
| FORM 990, PART XI, LINE 5: | FUND TRANSFER -908. TOTAL TO FORM 990, PART XI, LINE 5: -908. | CHANGES IN NET ASSETS OR FUND BALANCES: |
| FORM 990, PART XII, LINE 2C | THE ORGANIZATION HAS NOT CHANGED ITS OVERSIGHT PROCESS OR SELECTION PROCESS REGARDING THEIR AUDITED FINANCIAL STATEMENTS FROM THE PREVIOUS YEAR. | |
| FORM 990 | THIS RETURN HAS BEEN PREPARED ON A BEST EFFORTS BASIS. THE ORGANIZATION HAS NOT COMPLETED THEIR JUNE 30, 2011 OR JUNE 30, 2012 AUDITS. ONCE THE AUDITS ARE COMPLETED BOTH THE JUNE 30, 2011 AND 2012 RETURNS WILL BE AMENDED TO REPORT THEIR FISCAL ACTIVITIES CORRECTLY. | TAX RETURN PREPARATION |
Schedule R IRS990ScheduleR
Form990 Schedule R Part II Form990ScheduleRPartII (2 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EINEIN | Primary ActivitiesPrimaryActivities | Legal Domicile StateLegalDomicileState | Exempt Code SectionExemptCodeSection | Public Charity StatusPublicCharityStatus | Controlled OrgControlledOrg |
|---|---|---|---|---|---|---|---|---|---|
| LOMA LINDA UNIVERSITY | |||||||||
| 11145 STEWART STREET | LOMA LINDA | CA | 92354 | 951816009 | EDUCATION | CA | 501(C)(3) | 2 | 0 |
| FACULTY PHYSICIANS AND SURGEONS OF LOMA LINDA UNIVERSITY SCHOOL OF MEDICINE | |||||||||
| 11175 CAMPUS STREET STE 11120 | LOMA LINDA | CA | 92354 | 330672915 | SUPPORT LOMA LINDA UNIVERSITY | CA | 509(A)(3) | 0 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Ann Rents Royalties | 0 | ReceiptOfIntAnnRentsRoyalties |
| Gift Grant Or Cap Contr To Other Org | 1 | GiftGrantOrCapContrToOtherOrg |
| Gift Grant Or Cap Contr Fr Other Org | 1 | GiftGrantOrCapContrFrOtherOrg |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrg |
| Loans Or Guarantees From Other Org | 0 | LoansOrGuaranteesFromOtherOrg |
| Sale Of Assets To Other Org | 0 | SaleOfAssetsToOtherOrg |
| Purchase Of Assets From Other Org | 0 | PurchaseOfAssetsFromOtherOrg |
| Exchange Of Assets | 0 | ExchangeOfAssets |
| Rental Of Facilities To Other Orgs | 0 | RentalOfFacilitiesToOtherOrgs |
| Rental Of Facilities Fr Other Orgs | 0 | RentalOfFacilitiesFrOtherOrgs |
| Perform Of Services For Other Orgs | 1 | PerformOfServicesForOtherOrgs |
| Perform Of Services By Other Orgs | 1 | PerformOfServicesByOtherOrgs |
| Sharing Of Facilities | 1 | SharingOfFacilities |
| Sharing Of Paid Employees | 0 | SharingOfPaidEmployees |
| Reimbursement Paid To Other Org | 1 | ReimbursementPaidToOtherOrg |
| Reimbursement Paid By Other Org | 1 | ReimbursementPaidByOtherOrg |
| Other Transfer To Other Org | 1 | OtherTransferToOtherOrg |
| Other Transfer From Other Org | 1 | OtherTransferFromOtherOrg |