LOMA LINDA UNIVERSITY ANESTHESIOLOGY: Form 990, tax year 2011
View the entire original 990 at ProPublica ↗
- Organization
- LOMA LINDA UNIVERSITY ANESTHESIOLOGY (EIN 33-0292783)
- Tax period
- 2011-07-01 to 2012-06-30
- Filed
- 2013-05-07
- IRS object ID
- 201331279349301683
- 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 | 2013-05-07T18:31:28-05:00 | Timestamp |
| Tax Period End Date | 2012-06-30 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 770549163 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SOREN MCADAM CHRISTENSON LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2068 ORANGE TREE LANE SUITE 100 | AddressLine1 |
| City | REDLANDS | City |
| State | CA | State |
| ZIP Code | 92374 | 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 | 330292783 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LOMA LINDA UNIVERSITY ANESTHESIOLOGY | BusinessNameLine1 |
| Business Name Line2 | MEDICAL GROUP INC | BusinessNameLine2 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | LOMA | NameControl |
| Phone | 9098244475 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 933 | AddressLine1 |
| City | LOMA LINDA | City |
| State | CA | State |
| ZIP Code | 92354 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | ROBERT MARTIN MD | Name |
| Title | PRESIDENT | Title |
| Phone | 9098244475 | Phone |
| Date Signed | 2013-04-29 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | KIRK G STITT | Name |
| PTIN | P00167187 | PTIN |
| Phone | 9097982222 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2011 | TaxYear |
| Build TS | 2016-02-25 16:41:14Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | ROBERT MARTIN MD | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 11234 ANDERSON ST | AddressLine1 |
| City | LOMA LINDA | City |
| State | CA | State |
| ZIP Code | 92354 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 21048064 | 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 | PRIMARY PURPOSE IS TO IMPLEMENT A FACULTY PRACTICE PROGRAM FOR VARIOUS DEPARTMENT FACULTY MEMBERS OF LOMA LINDA UNIVERSITY SCHOOL OF MEDICINE. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 7 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 4 | NbrIndependentVotingMembers |
| Total Nbr Employees | 58 | TotalNbrEmployees |
| Total Nbr Volunteers | 0 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 0 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 0 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 0 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 20278729 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 21043856 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 19001 | InvestmentIncomePriorYear |
| Investment Income Current Year | 4208 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 0 | OtherRevenuePriorYear |
| Other Revenue Current Year | 0 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 20297730 | TotalRevenuePriorYear |
| Total Revenue Current Year | 21048064 | 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 | 13569116 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 14691900 | 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 | 6754029 | OtherExpensePriorYear |
| Other Expenses Current Year | 6680462 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 20323145 | TotalExpensesPriorYear |
| Total Expenses Current Year | 21372362 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | -25415 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | -324298 | RevenuesLessExpensesCY |
| Total Assets BOY | 8088541 | TotalAssetsBOY |
| Total Assets EOY | 8036280 | TotalAssetsEOY |
| Total Liabilities BOY | 2836897 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 3112676 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 5251644 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 4923604 | NetAssetsOrFundBalancesEOY |
| Mission Description | PRIMARY PURPOSE IS TO IMPLEMENT A FACULTY PRACTICE PROGRAM FOR VARIOUS DEPARTMENT FACULTY MEMBERS OF LOMA LINDA UNIVERSITY SCHOOL OF MEDICINE. | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 17422300 | Expense |
| Revenue | 20983937 | Revenue |
| Description | PROVIDE A FACULTY PRACTICE FOR VARIOUS PHYSICIAN DEPARTMENT FACULTY MEMBERS OF LOMA LINDA UNIVERSITY SCHOOL OF MEDICINE OPERATED PRIMARILY FOR THE PURPOSE OF MEDICAL EDUCATION OF THE STUDENTS OF THE SCHOOL OF MEDICINE. ANY FEES DERIVED FROM THE PROGRAM ARE ANCILLARY TO THE PROGRAM'S PRIMARY PURPOSE OF PROVIDING STUDENTS AN EDUCATION IN THE FIELD OF MEDICINE. | Description |
Activity2 Activity2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 236883 | Expense |
| Revenue | 59919 | Revenue |
| Description | RESEARCH PROJECTS RELATED TO MEDICAL RESEARCH ON CURRENT ISSUES IN THE FIELD OF ANESTHESIOLOGY. | Description |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expense | 17659183 | TotalProgramServiceExpense |
| Described In501 C3 | 1 | DescribedIn501C3 |
| Schedule B Required | 0 | 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 | 1 | ReportOtherLiabilities |
| Report Fin48 Footnote | 0 | ReportFin48Footnote |
| Independent Audit Financial Stmt | 1 | 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 | 1 | 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 | 59 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | 1 | ComplianceWithBackupWitholding |
| Number Of Employees | 58 | 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 | 7 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 4 | 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 | 0 | MembersOrStockholders |
| Election Of Board Members | 0 | 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 | 1 | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | 1 | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | 1 | RegularMonitoringEnforcement |
| Whistleblower Policy | 1 | WhistleblowerPolicy |
| Document Retention Policy | 1 | DocumentRetentionPolicy |
| Compensation Process CEO | 1 | CompensationProcessCEO |
| Compensation Process Other | 1 | CompensationProcessOther |
| Investment In Joint Venture | 0 | InvestmentInJointVenture |
| States Where Copy Of Return Is Filed | CA | StatesWhereCopyOfReturnIsFiled |
| Other Website | X | OtherWebsite |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SHIRLEY JONES | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 9095588172 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 11234 ANDERSON ST ROOM 2532 | AddressLine1 |
| City | LOMA LINDA | City |
| State | CA | State |
| ZIP Code | 92354 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (12 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | OfficerOfficer | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | Highest Compensated EmployeeHighestCompensatedEmployee |
|---|---|---|---|---|---|---|---|
| ROBERT MARTIN MD | |||||||
| PRESIDENT | 40.00 | X | X | 609629 | 0 | 29279 | |
| RICHARD APPLEGATE MD | |||||||
| VICE-CHAIR / SECRETARY | 40.00 | X | X | 504871 | 0 | 32021 | |
| STAN BRAUER MD | |||||||
| CFO | 40.00 | X | X | 510482 | 0 | 35189 | |
| RICARDO PEVERINI MD | |||||||
| CHAIRMAN | 1.00 | X | 0 | 0 | 0 | ||
| CHRISTOPHER JOBE MD | |||||||
| OFFICER | 1.00 | X | 0 | 0 | 0 | ||
| ROBERT WAGNER MD | |||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | ||
| RICHARD HART MD | |||||||
| DIRECTOR | 1.00 | X | 0 | 450987 | 54552 | ||
| MARTIN ALLARD MD | |||||||
| PHYSICIAN | 40.00 | 397475 | 0 | 34256 | X | ||
| GARY STIER MD | |||||||
| PHYSICIAN | 40.00 | 409993 | 0 | 29116 | X | ||
| LOWELL REYNOLDS MD | |||||||
| PHYSICIAN | 40.00 | 394007 | 0 | 11445 | X | ||
| IHAB DOROTTA MD | |||||||
| PHYSICIAN | 40.00 | 375908 | 0 | 26453 | X | ||
| MONICA NEWMAN MD | |||||||
| PHYSICIAN | 40.00 | 362181 | 0 | 26820 | X | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 3564546 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 450987 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 279131 | TotalOtherCompensation |
| Number Individuals GT100 K | 3 | NumberIndividualsGT100K |
| Formers Listed | 0 | FormersListed |
| Total Comp GT150 K | 1 | TotalCompGT150K |
| Compensation From Other Sources | 0 | CompensationFromOtherSources |
Contractor Compensation ContractorCompensation (4 entries)
| Address Line1AddressOfContractor/AddressUS/AddressLine1 | CityAddressOfContractor/AddressUS/City | StateAddressOfContractor/AddressUS/State | ZIP CodeAddressOfContractor/AddressUS/ZIPCode | Description Of ServicesDescriptionOfServices | CompensationCompensation |
|---|---|---|---|---|---|
| LOMA LINDA UNIVERSITY HEALTH CARE | |||||
| 11175 CAMPUS STREET 11120 | LOMA LINDA | CA | 92354 | PAYROLL AND MANAGEMENT SERVICES | 2838323 |
| LOMA LINDA UNIVERSITY MEDICAL CENTER | |||||
| PO BOX 728 | LOMA LINDA | CA | 92354 | CRNA SERICES | 1272720 |
| MCKESSON CORPORATION | |||||
| PO BOX 403421 | ATLANTA | GA | 30384 | BILLING SERIVCE | 837460 |
| LOMA LINDA UNIVERSITY PHYSICIANS MEDICAL | |||||
| PO BOX 901 | LOMA LINDA | CA | 92354 | ICU SERVICES - CHEEK | 128333 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 4 | NumberOfContractorsGT100K |
Program Service Revenue ProgramServiceRevenue (5 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome |
|---|---|---|---|
| PATIENT REVENUE - NET | 621110 | 16555945 | 16555945 |
| DIRECTORS' FEES | 561000 | 4208843 | 4208843 |
| CAPITATION PREMIUM | 900099 | 165543 | 165543 |
| RESEARCH GRANTS | 621500 | 59919 | 59919 |
| HONORARIUM | 900099 | 53606 | 53606 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 21043856 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 4208 | TotalRevenueColumn |
| Exclusion | $4,208 | ExclusionAmount |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 21048064 | TotalRevenueColumn |
| Related Or Exempt Function Income | 21043856 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $4,208 | ExclusionAmount |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1690982 | Total |
| Program Services | 1690982 | ProgramServices |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 11201429 | Total |
| Program Services | 11201429 | ProgramServices |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1197457 | Total |
| Program Services | 1197457 | ProgramServices |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 109248 | Total |
| Management And General | 109248 | ManagementAndGeneral |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 492784 | Total |
| Program Services | 492784 | ProgramServices |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1630 | Total |
| Management And General | 1630 | ManagementAndGeneral |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 30609 | Total |
| Management And General | 30609 | ManagementAndGeneral |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2840 | Total |
| Program Services | 2632 | ProgramServices |
| Management And General | 208 | ManagementAndGeneral |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 53222 | Total |
| Program Services | 14844 | ProgramServices |
| Management And General | 38378 | ManagementAndGeneral |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 31660 | Total |
| Management And General | 31660 | ManagementAndGeneral |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 23356 | Total |
| Management And General | 23356 | ManagementAndGeneral |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 30430 | Total |
| Management And General | 30430 | ManagementAndGeneral |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 793076 | Total |
| Program Services | 793076 | ProgramServices |
Other Expenses OtherExpenses (4 entries)
| DescriptionDescription | TotalTotal | Management And GeneralManagementAndGeneral | Program ServicesProgramServices |
|---|---|---|---|
| BILLING SERVICE FEE | 2198675 | 2198675 | |
| CONTRACT LABOR | 1856816 | 1200 | 1855616 |
| LEASED EMPLOYEES | 1128252 | 1128252 | |
| CONTINUING EDUCATION | 189155 | 189155 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 340741 | Total |
| Program Services | 221208 | ProgramServices |
| Management And General | 119533 | ManagementAndGeneral |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 21372362 | Total |
| Program Services | 17659183 | ProgramServices |
| Management And General | 3713179 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 4316859 | BOY |
| EOY | 3357783 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 6789 | BOY |
| EOY | 3047 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3252372 | BOY |
| EOY | 3969832 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 37962 | BOY |
| EOY | 32375 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 386170 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 246664 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 126020 | BOY |
| EOY | 139506 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 348539 | BOY |
| EOY | 533737 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 8088541 | BOY |
| EOY | 8036280 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 112337 | BOY |
| EOY | 68928 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2724560 | BOY |
| EOY | 3043748 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2836897 | BOY |
| EOY | 3112676 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 5251644 | BOY |
| EOY | 4923604 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 5251644 | BOY |
| EOY | 4923604 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 8088541 | BOY |
| EOY | 8036280 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | -324298 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | -3742 | ReconcilationOtherChanges |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | 0 | AccountantCompileOrReview |
| FS Audited | 1 | FSAudited |
| Audit Committee | 1 | AuditCommittee |
| Financial Statement Separate | X | FinancialStatementSeparate |
| 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 (2 entries)
| EINEIN | Type Of OrganizationTypeOfOrganization | Listed In Governing DocListedInGoverningDoc | Supported Organization NotifiedSupportedOrganizationNotified | Organized In USOrganizedInUS | AmountAmount |
|---|---|---|---|---|---|
| LOMA LINDA UNIVERSITY SCHOOL OF MEDICINE | |||||
| 951816009 | 2 | 1 | 1 | 1 | $0 |
| LOMA LINDA UNIVERSITY MEDICAL CENTER | |||||
| 953522679 | 3 | 1 | 1 | 1 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Number Of Supported Orgs | 2 | TotalNumberOfSupportedOrgs |
| Sum Of Amounts | 0 | SumOfAmounts |
Schedule D IRS990ScheduleD
Leasehold Improvements LeaseholdImprovements
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 69118 | OtherCostOrOtherBasis |
| Depreciation | 21629 | Depreciation |
| Book Value | 47489 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 317052 | OtherCostOrOtherBasis |
| Depreciation | 225035 | Depreciation |
| Book Value | 92017 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 139506 | TotalOfBookValueLandBuildings |
Other Assets OtherAssets (3 entries)
| DescriptionDescription | Book ValueBookValue |
|---|---|
| DUE FROM AFFILIATE ORGANIZATION | 454776 |
| OTHER RECEIVABLE - AR MISCELLANEOUS | 71851 |
| AR NOTES RECEIVABLE - NONCURRENT | 7110 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | 533737 | TotalBookValueOtherAssets |
Other Liabilities OtherLiabilities (4 entries)
| DescriptionDescription | AmountAmount |
|---|---|
| DUE TO AFFILIATE ORGANIZATIONS | $1,291,070 |
| PATIENT REFUNDS PAYABLE | $110,127 |
| ACCRUED PAYROLL AND BENEFITS | $1,025,923 |
| ACCRUED PENSION PLAN | $616,628 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 3043748 | TotalOfAmounts |
| Total Revenue | 21048064 | TotalRevenue |
| Total Expenses | 21372362 | TotalExpenses |
| Excess Or Deficit For Year | -324298 | ExcessOrDeficitForYear |
| Net Unrealized GL On Investments | -3742 | NetUnrealizedGLOnInvestments |
| Total Adjustments | -3742 | TotalAdjustments |
| Excess Or Deficit Per FS | -328040 | ExcessOrDeficitPerFS |
| Tot Revenue Etc Audited Fincl Stmt | 21048064 | TotRevenueEtcAuditedFinclStmt |
| Revenue Not Rptd F990 | 0 | RevenueNotRptdF990 |
| Revenue Subtotal | 21048064 | RevenueSubtotal |
| Revenue Not Rptd On Fin Stmt | 0 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 21048064 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 21372362 | TotExpensesEtcAuditedFinclStmt |
| Expenses Not Rptd F990 | 0 | ExpensesNotRptdF990 |
| Expenses Subtotal | 21372362 | ExpensesSubtotal |
| Expenses Not Rptd On Fin Stmt | 0 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 21372362 | TotalExpensesPerForm990 |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Written Employment Contract | X | WrittenEmploymentContract |
| Board Or Committee Approval | X | BoardOrCommitteeApproval |
| 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 | 0 | AnyNonFixedPayments |
| Initial Contract Exception | 0 | InitialContractException |
Form990 Schedule J Part II Form990ScheduleJPartII (12 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| ROBERT MARTIN MD | |||||||||||||
| 434750 | 0 | 135000 | 0 | 39879 | 0 | 22000 | 0 | 7279 | 0 | 638908 | 0 | 643627 | 0 |
| RICHARD APPLEGATE MD | |||||||||||||
| 391750 | 0 | 93000 | 0 | 20121 | 0 | 22000 | 0 | 10021 | 0 | 536892 | 0 | 601381 | 0 |
| STAN BRAUER MD | |||||||||||||
| 315000 | 0 | 86000 | 0 | 109482 | 0 | 22000 | 0 | 13189 | 0 | 545671 | 0 | 546163 | 0 |
| RICARDO PEVERINI MD | |||||||||||||
| 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | ||
| CHRISTOPHER JOBE MD | |||||||||||||
| 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | ||
| ROBERT WAGNER MD | |||||||||||||
| 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | ||
| RICHARD HART MD | |||||||||||||
| 0 | 350000 | 0 | 0 | 0 | 100987 | 0 | 15014 | 0 | 39538 | 0 | 505539 | 0 | 475893 |
| MARTIN ALLARD MD | |||||||||||||
| 299500 | 0 | 70000 | 0 | 27975 | 0 | 22000 | 0 | 12256 | 0 | 431731 | 0 | 479518 | 0 |
| GARY STIER MD | |||||||||||||
| 277500 | 0 | 67000 | 0 | 65493 | 0 | 20500 | 0 | 8616 | 0 | 439109 | 0 | 463446 | 0 |
| LOWELL REYNOLDS MD | |||||||||||||
| 290125 | 0 | 99475 | 0 | 4407 | 0 | 11300 | 0 | 145 | 0 | 405452 | 0 | 164939 | 0 |
| IHAB DOROTTA MD | |||||||||||||
| 249000 | 0 | 53000 | 0 | 73908 | 0 | 16500 | 0 | 9953 | 0 | 402361 | 0 | 425644 | 0 |
| MONICA NEWMAN MD | |||||||||||||
| 249500 | 0 | 70000 | 0 | 42681 | 0 | 22000 | 0 | 4820 | 0 | 389001 | 0 | 415294 | 0 |
Schedule L IRS990ScheduleL
Form990 Schedule L Part IV Form990ScheduleLPartIV
Name Of Interested Person NameOfInterestedPerson
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | RICHARD HART MD | NamePerson |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Relationship | COMMON BOARD MEMBER -LOMA LINDA UNIVERSITY ADVENTIST HEALTH SCIENCES CENTER | Relationship |
| Description Of Transaction | THE ORGANIZATION HAS INSURANCE EXPENSES RELATED TO LLUAHSC. THE BREAKDOWN OF THE EXPENSES ARE AS FOLLOWS:MALPRACTICE INSURANCE TRUST $301,955HEALTHCARE COVERAGE $450,101WORKERS' COMPENSATION COVERAGE $ 13,000 TOTAL EXPENSE $765,056 | DescriptionOfTransaction |
| Sharing Of Revenues | 0 | SharingOfRevenues |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (5 entries)
| Return ReferenceReturnReference | ExplanationExplanation | IdentifierIdentifier |
|---|---|---|
| FORM 990, PART VI, SECTION B, LINE 11 | THE BOARD REVIEWS A DRAFT OF THE TAX RETURN AND FINANCIAL STATEMENTS PRIOR TO FILING THE TAX RETURN. | |
| FORM 990, PART VI, SECTION B, LINE 12C | COMPLIANCE IS ENFORCED VIA VERBAL QUESTIONS AND ANNUAL SIGNATURE ATTESTING TO COMPLIANCE WITH THE CONFLICT OF INTEREST POLICY | |
| FORM 990, PART VI, SECTION B, LINE 15 | COMPENSATION SUBJECT TO BOARD REVIEW AND APPROVAL. | |
| FORM 990, PART VI, SECTION C, LINE 19 | DOCUMENTS AVAILABLE UPON REQUEST AT THE ORGANIZATION. | |
| FORM 990, PART XI, LINE 5: | NET UNREALIZED LOSSES ON INVESTMENTS: -3,742. | CHANGES IN NET ASSETS OR FUND BALANCES: |
Schedule R IRS990ScheduleR
Form990 Schedule R Part II Form990ScheduleRPartII (5 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EINEIN | Primary ActivitiesPrimaryActivities | Legal Domicile StateLegalDomicileState | Exempt Code SectionExemptCodeSection | Public Charity StatusPublicCharityStatus | Direct Controlling Entity NADirectControllingEntityNA | Controlled OrgControlledOrg |
|---|---|---|---|---|---|---|---|---|---|---|
| LOMA LINDA UNIVERSITY SCHOOL OF MEDICINE | ||||||||||
| 11175 CAMPUS ST | LOMA LINDA | CA | 92354 | 951816009 | SCHOOL OF MEDICINE | CA | 501(C)(3) | 170(B)(1)(A)(I) | N/A | 0 |
| LOMA LINDA UNIVERSITY MEDICAL CENTER | ||||||||||
| 11175 CAMPUS ST | LOMA LINDA | CA | 92354 | 953522679 | HOSPITAL | CA | 501(C)(3) | 170(B)(1)(A)(V) | N/A | 0 |
| LOMA LINDA FACULTY MEDICAL GROUP INC | ||||||||||
| 11175 CAMPUS ST | LOMA LINDA | CA | 92354 | 330672914 | MEDICAL EDUCATION, ADMINISTRATIVE & CLINICAL SERVICES | CA | 501(C)(3) | 509(A)(3) TYPE I | N/A | 0 |
| ADVENTIST HEALTH SYSTEMS LOMA LINDA | ||||||||||
| 11175 CAMPUS ST | LOMA LINDA | CA | 92354 | 953484589 | CHURCH | CA | 501(C)(3) | 170(B)(1)(A)(I) | N/A | 0 |
| LOMA LINDA UNIVERSITY HEALTH CARE | ||||||||||
| 11175 CAMPUS ST | LOMA LINDA | CA | 92354 | 330364239 | HEALTH CARE MANAGEMENT SERVICE ORGANIZATION | CA | 501(C)(3) | 509(A)(3) TYPE I | N/A | 0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Ann Rents Royalties | 0 | ReceiptOfIntAnnRentsRoyalties |
| Gift Grant Or Cap Contr To Other Org | 0 | GiftGrantOrCapContrToOtherOrg |
| Gift Grant Or Cap Contr Fr Other Org | 0 | 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 | 1 | RentalOfFacilitiesFrOtherOrgs |
| Perform Of Services For Other Orgs | 0 | PerformOfServicesForOtherOrgs |
| Perform Of Services By Other Orgs | 0 | PerformOfServicesByOtherOrgs |
| Sharing Of Facilities | 1 | SharingOfFacilities |
| Sharing Of Paid Employees | 1 | SharingOfPaidEmployees |
| Reimbursement Paid To Other Org | 1 | ReimbursementPaidToOtherOrg |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrg |
| Other Transfer To Other Org | 1 | OtherTransferToOtherOrg |
| Other Transfer From Other Org | 1 | OtherTransferFromOtherOrg |
Transactions Related Orgs Table TransactionsRelatedOrgsTable (11 entries)
| Transaction TypeTransactionType | Amount InvolvedAmountInvolved | Method Of Amt DeterminationMethodOfAmtDetermination |
|---|---|---|
| LOMA LINDA UNIVERSITY HEALTH CENTER | ||
| R | 165543 | CASH |
| LOMA LINDA UNIVERSITY MEDICAL CENTER | ||
| R | 3471301 | CASH |
| LOMA LINDA UNIVERSITY HEALTH CENTER | ||
| M | 1396643 | CASH |
| LOMA LINDA UNIVERSITY HEALTH CENTER | ||
| O | 1210752 | CASH |
| LOMA LINDA UNIVERSITY MEDICAL CENTER | ||
| J | 1855616 | CASH |
| ADVENTIST HEALTH SYSTEMS LOMA LINDA | ||
| O | 826483 | CASH |
| LOMA LINDA UNIVERSITY SCHOOL OF MEDICINE | ||
| J | 10160 | CASH |
| LOMA LINDA UNIVERSITY MEDICAL CENTER | ||
| O | 19200 | CASH |
| LOMA LINDA UNIVERSITY MEDICAL CENTER | ||
| N | 1725572 | CASH |
| LOMA LINDA UNIVERSITY HEALTH CENTER | ||
| Q | 217148 | CASH |
| ADVENTIST HEALTH SYSTEMS LOMA LINDA | ||
| Q | 90448 | CASH |