2012-11-14T10:47:57-06:00 2011-12-31 990 2011-01-01 953522679 SEVENTH-DAY ADVENTISTS LOMA LINDA UNIVERSITY MEDICAL CENTER SEVE 9095588135 PO BOX 2000 FINANCE LOMA LINDA CA 92354 STEVEN MOHR 9095588135 2012-11-14 2011 2016-02-24 21:20:13Z STEVEN MOHR 11234 ANDERSON ST LOMA LINDA CA 92354 1195677310 0 1071 X WWW.LLU.EDU X 1980 CA PROVIDE MEDICAL & HEALTH CARE SERVICES TO THE COMMUNITY 21 17 8483 2209 2951681 1924893 12419151 8551324 1140440113 1156341987 10396863 8871923 7845089 8962893 1171101216 1182728127 2277654 3312257 0 0 529695437 541582533 0 0 1962951 578896015 574186007 1110869106 1119080797 60232110 63647330 1127475123 1218838149 643393302 710467465 484081821 508370684 X OUR MISSION IS TO CONTINUE THE HEALING MINISTRY OF JESUS CHRIST, "TOMAKE MAN WHOLE," IN A SETTING OF ADVANCING MEDICAL SCIENCE AND TOPROVIDE A STIMULATING CLINICAL AND RESEARCH ENVIRONMENT FOR THEEDUCATION OF PHYSICIANS, NURSES, AND OTHER HEALTH PROFESSIONALS. 0 0 886532331 3312257 1171193413 LOMA LINDA UNIVERSITY MEDICAL CENTER (LLUMC) IS LEADING THE WAY IN UNDERSTANDING OUR COMMUNITY AND IMPROVING THE HEALTH OF RIVERSIDE AND SAN BERNARDINO COUNTIES.LLUMC HAS ADOPTED THE FOLLOWING FOUR COMMUNITY BENEFIT PLANNING THEMES FOR 2011/2012:SAFE AND HEALTHY CHILDREN AND YOUTH FREEDOM FROM CHEMICAL DEPENDENCY AND SUBSTANCE ABUSE IMPROVED CARDIOVASCULAR HEALTH CANCER CARE LLUMC WILL ALSO PROVIDE LEADERSHIP AND EXPERTISE WITHIN OUR HEALTH SYSTEM BY ASKING THESE QUESTIONS:ARE WE PROVIDING THE APPROPRIATE RESOURCES IN THE APPROPRIATE LOCATIONS? DO WE HAVE THE RESOURCES AS A REGION TO ELEVATE THE POPULATION'S HEALTH STATUS? ARE OUR INTERVENTIONS MAKING A DIFFERENCE IN IMPROVING HEALTH OUTCOMES? WHAT CHANGES OR COLLABORATIONS WITHIN OUR SYSTEM NEED TO BE MADE? HOW ARE WE USING TECHNOLOGY TO TRACK OUR HEALTH IMPROVEMENTS AND TO PROVIDE RELEVANT FEEDBACK AT THE LOCAL LEVEL? BUILDING A HEALTHY ENVIRONMENT REQUIRES MULTIPLE STAKEHOLDERS WORKING TOGETHER WITH A COMMON PURPOSE. DEVELOPING A SHARED UNDERSTANDING OF THE CHALLENGES AND OPPORTUNITIES IS A CRITICAL NEXT STEP IN POPULATION HEALTH IMPROVEMENT. LLUMC WILL COLLABORATE WITH THE HOSPITAL ASSOCIATION OF SOUTHERN CALIFORNIA IN ORDER TO CONNECT WITH OTHER AREA HOSPITALS AND WITH THE SAN BERNARDINO COUNTY HEALTH DEPARTMENT IN AN EFFORT TO DEVELOP COOPERATIVE APPROACHES TO IMPROVE THE HEALTH OF OUR COMMUNITY AND TO EVALUATE THE OUTCOMES OF OUR COMMUNITY BENEFIT PROGRAMS. 886532331 1 1 0 1 0 0 0 0 0 0 1 0 0 1 1 1 0 1 0 0 0 0 0 0 1 0 1 1 1 1 1 1 0 1 0 0 0 0 0 0 1 0 1 0 0 0 1 1 1 1 0 0 1 403 0 1 8483 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 X 21 17 0 0 0 0 1 1 1 1 1 0 0 1 1 1 1 1 1 1 1 1 1 X STEVEN MOHR SR VICE PRESIDENT 9095588135 11234 ANDERSON ST LOMA LINDA CA 92354 X ROBERT CARMEN 0.50 X 0 0 0 JERE CHRISPENS 0.50 X 0 0 0 LOWELL COOPER 0.50 X 0 0 0 RUTHITA FIKE 50.00 X X 0 1120704 57949 CHRISTINE FRIESTAD 0.50 X 0 0 0 RICARDO GRAHAM 0.50 X 0 0 0 ROGER HADLEY 0.50 X 0 452871 38833 ALLAN HANDYSIDES 0.50 X 0 0 0 RICHARD HART 50.00 X X 0 450987 54552 DAN JACKSON 0.50 X 0 0 0 ROBERT LEMON 0.50 X 0 0 0 G T NG 0.50 X 0 0 0 DAVID WILLIAMS 0.50 X 0 0 0 ERIC TSAO 0.50 X 0 0 0 JUDY STORFJELL 0.50 X 0 0 0 MAX TREVINO 0.50 X 0 0 0 RICARDO PEVERINI 0.50 X 0 0 0 SCOTT REINER 0.50 X 0 0 0 TED WILSON 0.50 X 0 0 0 THOMAS WERNER 0.50 X 0 0 0 ELIZABETH DICKINSON 50.00 X 0 342461 49438 DANIEL FONTOURA 50.00 X 0 489127 48256 MARK HUBBARD 50.00 X 0 471642 46985 MICHAEL JACKSON 50.00 X 0 563071 37480 KEVIN LANG 50.00 X 0 869961 -6466 JESSE MOCK 50.00 X 0 272552 54245 STEVEN MOHR 50.00 X 0 512476 65032 ZAREH SARRAFIAN 50.00 X 0 485520 40538 MELVIN SAUDER 0.00 X 0 20007 -54874 CYNTHIA SCHMIDT 50.00 X 0 273823 53119 BRIAN BULL 1.00 X 0 0 0 DANIEL GIANG 50.00 X 0 0 0 JAMES PAPPAS 50.00 X 0 230666 23290 MARK REEVES 50.00 X 0 0 0 MYRNA HANNA 1.00 X 0 118119 25684 GERALD WINSLOW 50.00 X 0 291767 36973 JENNIFER CRUIKSHANK 40.00 X 164064 0 19143 BALDEV PATYAL 40.00 X 285584 0 34180 ABIEL GHEBREMEDHIN 40.00 X 243956 0 33528 DONGRAK CHOI 40.00 X 239737 0 33159 BARBARA HOLSHOUSER 40.00 X 235873 0 32878 PAUL NORRIS 40.00 X 235302 0 32784 1404516 6965754 756706 659 1 1 0 LOMA LINDA UNIV HEALTH CARE 11175 CAMPUS ST 11120 LOMA LINDA CA 92354 MEDICAL DIRECTORS, TEAM CLINIC SUPPORT, 29544402 LOMA LINDA UNIV HEALTH SERVICES 11145 ANDERSON ST 209 LOMA LINDA CA 92350 SHARED SERVICES 21574074 LOMA LINDA UNIV ADVENTIST HEALTH SCIENCE 11175 CAMPUS ST 11006 LOMA LINDA CA 92354 MANAGEMENT FEES 7870238 ONELEGACY 221 S FIGUEROA ST SUITE 500 LOS ANGELES CA 90012 ORGAN PROCUREMENT 5493250 CERNER CORPORATION PO BOX 412702 KANSAS CITY MO 641412702 INFORMATION SERVICES/COMPUTER SERVICES 5448779 89 37328 134479 3073083 1718000 3588434 25000 8551324 PATIENT CARE 446110 1054390427 1054390427 HOSPITAL QUALITY ASSUR 446110 65912339 65912339 CAFETERIA 446110 4820496 4820496 TUITION 446110 146923 146923 MEDICAL RECORDS 446110 127507 127507 30944295 30944295 1156341987 6870226 6870226 1889737 1889737 3201770 4332408 -1130638 -1130638 -1130638 953256 841296 111960 111960 111960 40000 134479 8291 31709 31709 16396716 7767188 8629528 7110141 1519387 PARTNERSHIP INCOME-EPI 523000 1432294 1432294 1432294 1182728127 1171193413 2951681 31709 3216442 3216442 95815 95815 5860757 5860757 382478368 349709908 32897013 -128553 15663398 14169535 1493863 96440179 87451827 8988352 41139831 37647876 3491955 5859687 4357857 1501830 243787 182840 60947 418377 76500 341877 46971659 42272699 4698960 12299472 12299472 200274388 196184152 4090236 8872504 6654378 2218126 54015787 40642808 13372979 783687 617707 165980 252575 175556 77019 18249301 -1414648 19663949 11776552 11776552 45566898 34381588 11185310 3364460 1960001 1404459 PURCHASED SERVICES 64726039 35094403 27540132 2091504 EQUITY IN NET GAIN(LOSS 47107780 47107780 PROVIDER FEE EXPENSE 22952205 22952205 RESTRICTED FUND EXPENSE 3427229 3427229 27023620 6675653 20347967 1119080797 886532331 230585515 1962951 167120664 243849677 48480935 48936987 194565066 216939803 16857724 15108470 7265259 9008503 1279090566 696101234 583846828 582989332 109338647 102005377 1127475123 1218838149 139913433 167597076 375847052 364584190 90358340 103957405 37274477 74328794 643393302 710467465 X 456934434 478045225 27147387 30325459 484081821 508370684 1127475123 1218838149 X 63647330 -39358467 X X 0 1 1 X 1 1 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 0 0 0 0 1 418377 0 0 418377 0 EXPLANATION OF LOBBYING ACTIVITIES: PART II-B, LINE 1: THE CRITICAL NEED FOR HEALTH CARE REFORM IS APPARENT TO ALL AMERICANS. LOMA LINDA UNIVERSITY MEDICAL CENTER ("LLUMC") BELIEVES THAT HEALTH CARE PROVIDERS MUST PARTICIPATE IN FORMING HEALTH CARE POLICY BY ASSISTING OUR REPRESENTATIVES AND THEIR STAFF MEMBERS TO BETTER UNDERSTAND THE COMPLEXITIES AND RAMIFICATIONS OF KEY HEALTH CARE POLICY ISSUES. TO CARRY OUT LLUMC'S ROLE IN DEVELOPING BENEFICIAL HEALTH CARE POLICIES, LLUMC WORKS TO ESTABLISH RELATIONSHIPS WITH REPRESENTATIVES AND INDUSTRY ASSOCIATIONS WHICH CAN BE UTILIZED TO COMMUNICATE LLUMC'S POSITIONS ON MAJOR HEALTH CARE ISSUES. NATIONAL AND LOCAL REPRESENTATIVES ARE CONTACTED BY LLUMC AT KEY TIMES DURING THE LEGISLATIVE AND REGULATORY PROCESS TO COMMUNICATE HOW PROPOSED LAWS MIGHT HELP OR IMPEDE LLUMC'S ABILITY TO PROVIDE COST- EFFECTIVE, QUALITY CARE TO PATIENTS. LLUMC PARTICIPATES WITH VARIOUS HEALTH CARE INDUSTRY ASSOCIATIONS IN ADVOCATING HEALTH CARE PUBLIC POLICY INTERESTS. NO TIME IS SPENT INTERVENING IN ANY POLITICAL CAMPAIGN. THE LOBBYING EFFORTS OF LLUMC ARE PRIMARILY THAT OF AN EDUCATOR TO GOVERNMENT AND INDUSTRY REPRESENTATIVES ON THE PROVISION OF QUALITY CARE AND THE RELATED COST OF SUCH CARE. LLUMC IS INVOLVED IN THIS EDUCATION PROCESS DUE TO ITS PROMINENCE IN THE HEALTH CARE FIELD INCLUDING PATIENT CARE, TEACHING, AND MEDICAL RESEARCH. 40664208 40664208 274224214 96457224 177766990 198173825 88214228 109959597 598552823 511429782 87123041 167475496 167475496 582989332 ASSETS WHOSE USE IS LIMITED, NET OF CURRENT PORTION 34125901 DEFERRED FINANCING COSTS 6521817 OTHER LONG-TERM ASSETS 61357659 102005377 OTHER LONG-TERM LIABILITIES 74328794 74328794 1182728127 1119080797 63647330 -410854 -38947613 -39358467 24288863 DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: PART X: EVEN THOUGH THERE IS NO FOOTNOTE FOR FIN 48 IN OUR AUDITED FINANCIAL STATEMENTS DUE TO IMMATERIALITY THE FOLLOWING EXPLANATION IS BEING INCLUDED: ON JANUARY 1, 2007, LLUMC ADOPTED FIN 48. IN JULY 2006, FASB INTERPRETATION NO. 48(FIN48), ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES, AN INTERPRETATION OF FASB STATEMENT NO. 109, ACCOUNTING FOR INCOME TAXES, WAS ISSUED. FIN 48 CREATES A SINGLE MODEL TO ADDRESS UNCERTAINTY IN TAX POSITIONS AND CLARIFIES THE ACCOUNTING FOR INCOME TAXES BY PRESCRIBING THE MINIMUM RECOGNITION THRESHOLD A TAX POSITION IS REQUIRED TO MEET BEFORE BEING RECOGNIZED IN THE FINANCIAL STATEMENTS. UNDER THE REQUIREMENTS OF FIN 48, TAX-EXEMPT ORGANIZATIONS COULD NOW BE REQUIRED TO RECORD AN OBLIGATION AS THE RESULT OF A TAX POSITION THEY HAVE HISTORICALLY TAKEN ON VARIOUS TAX EXPOSURE ITEMS. PRIOR TO FIN 48, THE DETERMINATION OF WHEN TO RECORD A LIABILITY FOR TAX EXPOSURE WAS BASED ON WHETHER A LIABILITY WAS CONSIDERED PROBABLE AND REASONABLY ESTIMABLE IN ACCORDANCE WITH FASB STATEMENT NO. 5, ACCOUNTING FOR CONTINGENCIES. THE ADOPTION OF FIN 48 DID NOT HAVE A MATERIAL IMPACT ON THE COMBINED FINANCIAL POSITION, RESULTS OF OPERATIONS OR CASH FLOWS OF LLUMC. PART XI, LINE 8 - OTHER ADJUSTMENTS: PHYSICIAN AND COMMUNITY INVESTOR BUY-OUT OF PHYSICIANS HOSPITAL OF MURRIETA -39,058,683. NET ASSETS RELEASED FROM RESTRICTIONS USED FOR CAPITAL RELATED ACTIVITIES 111,070. TOTAL TO SCHEDULE D, PART XI, LINE 8: -38,947,613. METHOD USED TO ACCCOUNT FOR EXPENDITURES: SCHEDULE F, PART I, LINE 3: EXPENDITURES FOR GRANTS AND ASSISTANCE CONDUCTED OUTSIDE THE UNITED STATES REPORTED ON THIS LINE PERTAIN TO NON-CASH ASSISTANCE IN THE FORM OF MEDICAL SERVICES/CHARITY CARE PROVIDED TO SELECTED INDIVIDUALS. THE AMOUNT IS ACCOUNTED FOR USING THE COST THE ORGANIZATION WOULD HAVE CHARGED FOR THE PATIENT CARE PROVIDED. SCHEDULE F, PART I, LINE 2: AS PART OF ITS PROGRAM SERVICES AND ITS COMMITMENT TO COMMUNITY OUTREACH, LLUMC PROVIDES ASSISTANCE TO INDIVIDUALS OUTSIDE THE UNITED STATES IN THE FORM OF MEDICAL SERVICES AND SUPPLIES. THE PROVISION OF ASSISTANCE TO THE SELECTED RECIPIENTS UNDERGOES MANAGEMENT REVIEW, APPROVAL, AND PERIODIC REPORTING. X X X X X X X 0 PROTON TREATMENT CENTER GOLF TOURNA 174479 134479 40000 8297 174479 134479 40000 8297 8297 31703 1 1 X 1 X 1 X 1 1 0 1 1 15352695 15352695 0.01370 344701264 315017376 29683888 0.02650 22668915 21364933 1303982 0.00120 382722874 336382309 46340565 0.04140 37 108571 1383405 1383405 0.00120 3 53107851 5147003 47960848 0.04290 3 629 5023805 2921430 2102375 0.00190 3760158 3760158 0.00340 3 11812 4759029 4759029 0.00430 46 121012 68034248 8068433 59965815 0.05370 46 121012 450757122 344450742 106306380 0.09510 1 36000 36000 0.00000 1 4275 4275 0.00000 2 40275 40275 1 51041448 10815683 184197297 166009927 18187370 X 1 1 1 1 LOMA LINDA UNIVERSITY MEDICAL CENTER

11234 ANDERSON ST LOMA LINDA CA 92354

X X X X X X LOMA LINDA UNIVERSITY MEDICAL CENTER 1 1 X X X X X X X X X X 10 1 0 0 1 1 1 200.000000000000 1 350.000000000000 1 X X X X X X X 1 1 X X X X X X 1 0 1 X 0 0 REQUIRED DESCRIPTIONS PART VI, LINE 1 PART I, LINE 3C: LLUMC USES FPG TO DETERMINE ELIGIBILITY FOR PROVIDING DISCOUNTED CARE TO LOW INCOME INDIVIDUALS.PART I, LINE 6A: LLUMC AND BMC SUBMIT AN ANNUAL COMMUNITY BENEFIT REPORT TO OSHPD.PART I, LINE 7G: HOME CARE (CC 8401) = $2,005,406 & UNREIMBURSED ORGAN COSTSPART I, LINE 7 COLUMN F: HEALTH PROFESSIONALS EDUCATION AND RESEARCH - $51,754,497PART I, LINE 7: MEDICAL CARE SERVICES - $45,050,952, COMMUNITY HEALTH IMPROVEMENT - $6,310,168PART III, LINE 4: BAD DEBT - $10,816,144PART III, LINE 8: N/APART III, LINE 9B: YES, REFER TO CHARITY CARE AND FINANCIAL ASSISTANCE POLICYPART V: LICENSED HOSPITAL, GENERAL MEDICAL AND SURGICAL, CHILDREN'S HOSPITAL, TEACHING HOSPITAL, RESEARCH FACILITY, AND ER 24 HOURS. FINANCIAL STATEMENT DESCRIPTION OF BAD DEBT PART III, LINE 4 IN JULY 2011, THE FASB ISSUED ASU 2011-07, PRESENTATION AND DISCLOSURE OF PATIENT SERVICE REVENUE, PROVISION FOR BAD DEBT AND THE ALLOWANCE FOR DOUBTFUL ACCOUNTS FOR CERTAIN HEALTH CARE ENTITIES. THE PROVISIONS OF ASU 2011-07 REQUIRE HEALTH CARE ENTITIES THAT RECOGNIZE SIGNIFICANT AMOUNTS OF PATIENT SERVICE REVENUE AT THE TIME SERVICES ARE RENDERED, EVEN THOUGH THEY DO NOT ASSESS THE PATIENT'S ABILITY TO PAY, TO PRESENT THE PROVISION FOR BAD DEBTS RELATED TO PATIENT SERVICE REVENUE AS A DEDUCTION FROM PATIENT SERVICE REVENUE IN THE STATEMENT OF OPERATIONS RATHER THAN AS AN OPERATING EXPENSE. ADDITIONAL DISCLOSURES RELATING TO SOURCES OF PATIENT SERVICE REVENUE AND THE ALLOWANCE FOR UNCOLLECTIBLE ACCOUNTS ARE ALSO REQUIRED. THIS NEW GUIDANCE IS EFFECTIVE FOR FISCAL YEARS AND INTERIM PERIODS BEGINNING AFTER DECEMBER 15, 2011, WITH EARLY ADOPTION PERMITTED. THE MEDICAL CENTER EARLY ADOPTED THE PRESENTATION AND DISCLOSURE PROVISIONS OF ASU 2011-07 AS OF JANUARY 1, 2011 AND RETROSPECTIVELY APPLIED THE PRESENTATION REQUIREMENTS IN THE STATEMENTS OF OPERATIONS TO ALL PERIODS PRESENTED.PATIENT SERVICE REVENUE IS REDUCED BY THE PROVISION FOR BAD DEBTS AND ACCOUNTS RECEIVABLE ARE REDUCED BY AN ALLOWANCE FOR UNCOLLECTIBLE ACCOUNTS. THESE AMOUNTS ARE BASED ON MANAGEMENT'S ASSESSMENT OF HISTORICAL AND EXPECTED COLLECTIONS FOR EACH MAJOR PAYOR SOURCE, CONSIDERING BUSINESS AND ECONOMIC CONDITIONS, TRENDS IN HEALTH CARE COVERAGE AND OTHER COLLECTION INDICATORS. MANAGEMENT REGULARLY REVIEWS COLLECTIONS DATA BY MAJOR PAYOR SOURCES IN EVALUATING THE SUFFICIENCY OF THE ALLOWANCE FOR UNCOLLECTIBLE ACCOUNTS. ON THE BASIS OF HISTORICAL EXPERIENCE, A SIGNIFICANT PORTION OF THE MEDICAL CENTER'S SELF-PAY PATIENTS WILL BE UNABLE OR UNWILLING TO PAY FOR THE SERVICES PROVIDED. THUS, THE MEDICAL CENTER RECORDS A SIGNIFICANT PROVISION FOR BAD DEBTS IN THE PERIOD SERVICES ARE PROVIDED TO SELF-PAY PATIENTS. THE MEDICAL CENTER'S ALLOWANCE FOR UNCOLLECTIBLE ACCOUNTS FOR SELF-PAY PATIENTS WAS 88% AND 81% OF SELF-PAY ACCOUNTS RECEIVABLE AS OF DECEMBER 31, 2011 AND 2010, RESPECTIVELY. THE INCREASE IN THE ALLOWANCE FOR UNCOLLECTIBLE ACCOUNTS FROM 2010 TO 2011 IS PRIMARILY DUE TO AN INCREASED TREND IN UNINSURED AND INSURED PATIENTS WITH SUBSTANTIAL CO-PAYS AND DEDUCTIBLES UNWILLING TO PAY FOR SERVICES RENDERED. FOR RECEIVABLES ASSOCIATED WITH PATIENTS WHO HAVE THIRD-PARTY COVERAGE, THE MEDICAL CENTER ANALYZES CONTRACTUAL AMOUNTS DUE AND PROVIDES AN ALLOWANCE FOR UNCOLLECTIBLE ACCOUNTS AND A PROVISION FOR BAD DEBTS, IF NECESSARY. ACCOUNTS RECEIVABLE ARE WRITTEN OFF AFTER COLLECTION EFFORTS HAVE BEEN FOLLOWED, IN ACCORDANCE WITH THE MEDICAL CENTER'S POLICIES.BAD DEBT EXPENSE REPORTED ON PART III, LINE 2 IS TAKEN FROM THE AUDITED FINANCIAL STATEMENTS. THE COST TO CHARGE RATIO WAS THEN APPLIED TO IT TO CALCULATE THE ESTIMATED AMOUNT OF THE ORGANIZATION'S BAD DEBT EXPENSE ATTRIBUTABLE TO PATIENTS ELIGIBLE UNDER THE ORGANIZATION'S FINANCIAL ASSISTANCE POLICY ON PART III, LINE 3. LOMA LINDA UNIVERSITY MEDICAL CENTER PART V, SECTION B, LINE 11H: NUMBER OF FAMILY MEMBERS. LOMA LINDA UNIVERSITY MEDICAL CENTER PART V, SECTION B, LINE 13G: POLICY POSTED ON THE STATE OF CALIFORNIA OFFICE OF STATEWIDE HEALTH PLANNING AND DEVELOPMENT (OSHPD) WEBSITE. NEEDS ASSESSMENT PART VI, LINE 2 THE TASK OF CREATING HEALTHY ENVIRONMENTS CAN BE DAUNTING. TO CHANGE THE BUILT ENVIRONMENT INCLUDING LAND USE, TRANSPORTATION, HOUSING, AND OPEN SPACE OCCURS AT A SLOW PACE. CHANGING THE MOMENTUM FROM CURRENT PLANNING PRACTICES IN THE INLAND EMPIRE THAT HAVE RESULTED IN UNHEALTHY DEVELOPMENT PATTERNS WILL TAKE TIME, ATTENTION, AND AN ONGOING COMMITMENT FROM THE HEALTH SECTOR. THERE IS A SENSE OF URGENCY WITH THE GROWING CHRONIC DISEASES IN OUR REGION. THE NEED TO TAKE ACTION IS URGENT, HEALTH ORIENTED POLICIES ADOPTED TODAY WILL INFLUENCE ON-THE-GROUND DEVELOPMENT DECADES FROM NOW. THAT IS WHY OUR COMMUNITY PARTNERS ARE CRITICAL TO HELPING US ELEVATE THE HEALTH STATUS OF THE INLAND EMPIRE. BY WORKING TOGETHER AND COMBINING OUR RESOURCES AND STRENGTHS WE CAN MAKE A GREATER IMPACT IN OUR COMMUNITY. LLUMC SUPPORTS AND ENHANCES REGIONAL EFFORTS IN PLACE TO PROMOTE HEALTHIER COMMUNITIES. ONE OF THE OBJECTIVES IS TO PARTNER WITH OTHER NONPROFIT AND RELIGIOUS ORGANIZATIONS THAT SHARE OUR VALUES AND PRIORITIES TO IMPROVE THE HEALTH STATUS AND QUALITY OF LIFE OF THE COMMUNITY WE SERVE. THIS IS AN INTENTIONAL EFFORT TO AVOID DUPLICATION AND LEVERAGE THE SUCCESSFUL WORK ALREADY IN EXISTENCE IN THE COMMUNITY. MANY IMPORTANT SYSTEMIC EFFORTS ARE UNDERWAY IN OUR REGION AND WE HAVE BEEN IN PARTNERSHIP WITH MULTIPLE NOT-FOR-PROFITS TO PROVIDE QUALITY CARE TO THE UNDERSERVED IN OUR REGION.LOMA LINDA UNIVERSITY MEDICAL CENTER (LLUMC) 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 NEXT STEP IN POPULATION HEALTH IMPROVEMENT.COMMUNITY HEALTH DEVELOPMENT OF LLUMC 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 WILL ASK THE QUESTIONS 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?, AND 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 IN THIS DOCUMENT WILL BE 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.BUILDING A HEALTHY ENVIRONMENT REQUIRES MULTIPLE STAKEHOLDERS WORKING TOGETHER WITH A COMMON PURPOSE. THE PRIMARY FOCUS OF THE ASSESSMENT IS TO ELEVATE THE HEALTH STATUS OF OUR COMMUNITY AND THE DIVERSE POPULATIONS WE SERVE BY IDENTIFYING COMMUNITY NEED AND TO PRIORITIZE OUR COMMUNITY INTERVENTIONS.CHNA INFORMATION IS BEING DISSEMINATED TO PARTNERS AT MEETINGS, CONFERENCES, AND OTHER FUNCTIONS. REPORT PUBLICLY AVAILABLE ONLINE THROUGH LLUMC WEBSITE FOR INTERNAL AND EXTERNAL PURPOSES.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 DATATO VALIDATE THE DATA AND TO ENSURE A BROAD REPRESENTATION OF THE COMMUNITY QUALITATIVE DATA WAS COLLECTED FROM:QUALITATIVE DATA:-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 FROM KEY LEADERS TO ENGAGE THEM IN THE DEVELOPMENT OF OUR INTERVENTIONS AND ILLICIT THEIR INPUT TO IMPROVING THE HEALTH OF OUR REGION.LLUMC IS IN THE PRELIMINARY STAGES OF PLANNING FOR THE 2013 COMMUNITY HEALTH NEEDS ASSESSMENT. PATIENT EDUCATION OF ELIGIBILITY FOR ASSISTANCE PART VI, LINE 3 LLUMC SHALL POST NOTICES INFORMING THE PUBLIC OF THE CHARITY CARE/DISCOUNT PAYMENT POLICY. SUCH NOTICES SHALL BE POSTED IN HIGH VOLUME INPATIENT, AND OUTPATIENT SERVICE AREAS OF LLUMC, INCLUDING BUT NOT LIMITED TO, THE EMERGENCY DEPARTMENT, BILLING OFFICE, INPATIENT ADMISSION AND OUTPATIENT REGISTRATION AREAS OR OTHER COMMON PATIENT WAITING AREAS OF LLUMC. NOTICES SHALL ALSO BE POSTED AT ANY LOCATION WHERE A PATIENT MAY PAY THEIR BILL. NOTICES WILL INCLUDE CONTACT INFORMATION ON HOW A PATIENT MAY OBTAIN MORE INFORMATION ON FINANCIAL ASSISTANCE AS WELL AS WHERE TO APPLY FOR SUCH ASSISTANCE.1. THESE NOTICES SHALL BE POSTED IN ENGLISH AND SPANISH AND ANY OTHER LANGUAGES THAT ARE REPRESENTATIVE OF 5% OR GREATER OF PATIENTS IN LLUMC'S SERVICE AREA.2. A COPY OF THIS CHARITY CARE/DISCOUNT PAYMENT POLICY WILL BE MADE AVAILABLE TO THE PUBLIC UPON REASONABLE REQUEST. LLUMC WILL RESPOND TO SUCH REQUESTS IN A TIMELY MANNER. COMMUNITY INFORMATION PART VI, LINE 4 LOMA LINDA UNIVERSITY MEDICAL CENTER'S PRIMARY MARKET AREA CAN BE DEFINED, BROADLY, AS CALIFORNIA'S INLAND EMPIRE--RIVERSIDE AND SAN BERNARDINO COUNTIES. IT'S PRIMARY SERVICE AREA, WHERE PLANNING EFFORTS ARE CONCENTRATED SPAN FROM LAKE ARROWHEAD IN THE NORTH, YUCAIPA IN THE EAST, PERRIS IN THE SOUTH AND ONTARIO IN THE WEST, SERVING A LITTLE OVER 4 MILLION PEOPLE. MORE THAN 90% OF THE LLUMC'S PATIENTS COME FROM THESE TWO COUNTIES.FOR THE PURPOSE OF COMMUNITY HEALTH DEVELOPMENT A "SERVICE AREA" FOR LOMA LINDA UNIVERSITY MEDICAL CENTER (LLUMC) INCLUDES THE GEOGRAPHIC AREA WHERE THE MEDICAL CENTER DEPLOYS ITS FREE AND UNDER-REIMBURSED SERVICES IN THE EFFORT TO IMPROVE POPULATION HEALTH AND QUALITY OF LIFE.-LLUMC SECONDARY SERVICE AREAS INCLUDE PALM SPRINGS AND VICTORVILLE-LLUMC IS LOCATED IN THE HEART OF SOUTHERN CALIFORNIA AND IS THE ONLY TERTIARY CARE CENTER AND LEVEL I TRAUMA CENTER FOR 25% OF CALIFORNIANS-LLUMC CONTINUES TO SERVE A DIVERSE GEOGRAPHICAL REGION WHICH INCLUDES SOME OF THE LARGEST RURAL, URBAN, AND WILDERNESS AREAS IN THE COUNTY-MORE THAN 50 ZIP CODES TO CAPTURE THE SOURCE OF THE TOP 80 % OF INPATIENTS-COMMUNITY HEALTH DEVELOPMENT HAS CHOSEN THE FOLLOWING STRATEGIC LOCATIONS TO DELIBERATELY CONCENTRATE COMMUNITY INTERVENTIONS AND SERVICE WHERE THE VULNERABLE AND MEDICALLY-UNDERSERVED ARE MOST LIKELY TO TURN TO LLUMC AS A "SAFETY NET" FOR HEALTHCARE. PROMOTION OF COMMUNITY HEALTH PART VI, LINE 5 AS A PART OF THE COMMUNITY BENEFIT OBJECTIVE FOR 2011/2012, LLUMC CREATED THE COMMUNITY BENEFIT ADMINISTRATIVE COUNCIL (CBAC). CBAC REPORTS TO THE MISSION-FOCUSED SUBCOMMITTEE OF THE BOARD AND A BOARD MEMBER SERVES ON CBAC.THE COMMUNITY BENEFIT ADMINISTRATIVE COUNCIL'S (CBAC) PURPOSE IS TO ENHANCE COMMUNICATION AND HELP CREATE SYNERGY AMONG COMMUNITY BENEFIT INTERVENTIONS, AIMED AT IMPROVING THE HEALTH OF THE COMMUNITY AND AT DEVELOPING INTERVENTIONS. CBAC COUNCIL MEMBERS MEET QUARTERLY TO REVIEW THE STATUS AND PROGRESS OF LLUMC AND LLUBMC COMMUNITY BENEFIT INTERVENTIONS. ADDITIONALLY, THE COUNCIL MEMBERS ASSURE ORGANIZATIONAL COMPLIANCE WITH RELEVANT COMMUNITY BENEFIT LEGISLATION.CORE PRINCIPLES:1. EMPHASIS ON COMMUNITIES WITH DISPROPORTIONATE UNMET HEALTH NEEDS2. EMPHASIS ON PRIMARY PREVENTION CARE3. BUILD A SEAMLESS CONTINUUM OF CARE4. EMPHASIS ON COMMUNITY CAPACITY BUILDING5. EMPHASIS ON COLLABORATIVE GOVERNANCELLUMC ACHIEVED MANY GREAT SUCCESSES IN 2011 IN REDEFINING OUR RANDOM ACTS OF KINDNESS AND UNMANAGED CHARITY TO MORE STRATEGIC COMMUNITY INVESTMENTS BUT WE CONTINUE TO STRIVE FOR EXCELLENCE AND BETTER ACCOUNTABILITY FOR ELEVATING THE HEALTH STATUS OF OUR COMMUNITY. WE HAVE MADE CONCERTED EFFORTS TO CREATE METRICS AND DASHBOARDS TO BETTER MEASURE OUR SUCCESSES IN 2012. LLUMC IS INVESTING IN A COMMUNITY HEALTH MANAGEMENT SYSTEM AND WILL USETHIS AS THE BASIS FOR EVALUATING FUTURE COMMUNITY HEALTH INTERVENTIONS.IN ADDITION TO THE PROGRAMS AND INTERVENTIONS THROUGHOUT THE MEDICAL CENTER, LLUMC IDENTIFIED THREE PRIORITY AREAS FOR ITS COMMUNITY HEALTH INVESTMENTS 1) HEART HEALTH, 2) MENTAL HEALTH, AND 3) CHILDREN'S HEALTH AND RESILIENCY AND HAS IDENTIFIED OBJECTIVES AND STRATEGIES OUTLINED IN OUR ANNUAL COMMUNITY BENEFIT REPORT. AFFILIATED HEALTH CARE SYSTEM PART VI, LINE 6 LLUMC BELIEVES THAT PARTNERSHIPS ARE EFFECTIVE TOOLS IN IMPROVING THE HEALTH OF OUR COMMUNITY. TOGETHER, WE ARE ABLE TO LEVERAGE OUR RESOURCES AND STRENGTHS AND HAVE A GREATER IMPACT. WE CAN BUILD A GREATER SENSE OF COMMUNITY AND A SHARED COMMITMENT TOWARDS HEALTH IMPROVEMENT.IN AN EFFORT TO INTENTIONALLY PARTNER WITH OUR COMMUNITY TO ELEVATE THE HEALTH STATUS IN OUR REGION, THE LLU HOSPITALS JOINED TOGETHER WITH OTHER ENTITIES IN THE LOMA LINDA UNIVERSITY HEALTH SCIENCES SYSTEM IN FORMING THE INSTITUTE FOR COMMUNITY PARTNERSHIPS (ICP). ICP ASPIRES TO INCREASE COMMUNICATION, COLLABORATION, AND EMPOWERMENT OF ALL ON-CAMPUS ENTITIES SERVING THE LOCAL COMMUNITY AS WELL AS THEIR COMMUNITY PARTNERS. THE MEDICAL CENTER'S COMMUNITY HEALTH DEVELOPMENT DEPARTMENT IS ALSO ACTIVE IN CHANNELING STUDENT AND FACULTY VOLUNTEERS FROM LOMA LINDA UNIVERSITY INTO SERVICE AND SERVICE LEARNING PROJECTS IN THE LOCAL COMMUNITY. STATE FILING OF COMMUNITY BENEFIT REPORT PART VI, LINE 7 CALIFORNIA'S COMMUNITY BENEFIT LAW WAS PASSED IN 1994, AND ITS IMPLEMENTATION PLACED UNDER THE SUPERVISION OF OSHPD (OFFICE OF STATEWIDE HEALTH PLANNING AND DEVELOPMENT , SEE ESPECIALLY THE HOSPITAL COMMUNITY BENEFIT PROGRAM). BEGINNING IN 1995, LOMA LINDA UNIVERSITY MEDICAL CENTER SUBMITS AN ANNUAL COMMUNITY BENEFIT REPORT THAT INCLUDES LOMA LINDA UNIVERSITY CHILDREN'S HOSPITAL AND LOMA LINDA UNIVERSITY BEHAVIORAL MEDICAL CENTER. 1 SAC HEALTH SYSTEM 1454 E 2ND ST SAN BERNARDINO CA 92408 330664371 3064048 BOOK DONATION TOWARDS OPERATIONAL COSTS MESA GRANDE ACADEMY 975 S FREMONT CALIMESA CA 92320 270000351 5000 BOOK SPONSORSHIP-11TH ANNUAL GOLF TOURNAMENT MURRIETA SPRINGS SDA CHRISTIAN CHURCH 32477 STARBUCK CIRCLE MURRIETA CA 925624207 7000 BOOK DONATION FOR MEDICAL MISSIONARY CAMPAIGN IN TRANSYLVANIA NORTH AMERICAN DIVISION OF SEVENTH-DAY ADVENTISTS 12501 OLD COLUMBIA PIKE SILVER SPRING MD 209046600 203164300 5000 BOOK SPONSORSHIP-ADVENTISTS IN-STEP FOR LIFE AND LETS MOVE DAY INDIAN MEDICAL ASSOCIATION OF SOUTHERN CALIFORNIA 18452 MOSS RD RIVERSIDE CA 92508 330044199 10000 BOOK SPONSORSHIP-32ND ANNUAL CONVENTION PHYSICIAN'S HOSPITAL OF MURRIETA 28062 BAXTER RD MURRIETA CA 92563 50000 BOOK DONATION TOWARDS OPERATIONAL COSTS WHITE MEMORIAL MEDICAL CENTER CHARITABLE FOUNDATION 1720 CESAR E CHAVEZ AVE LOS ANGELES CA 900339986 953760201 7500 BOOK SPONSORSHIP-2011 GALA LOMA LINDA ACADEMY 10656 ANDERSON ST LOMA LINDA CA 92354 951831069 5000 BOOK SPONSORSHIP-12TH ANNUAL GOLF CLASSIC CALIFORNIA FIRE CHIEF'S ASSOCIATION PO BOX 8453 REDLANDS CA 92375 330241356 5000 BOOK SPONSORSHIP-2011 RIVERSIDE COMMUNITY HEALTH FOUNDATION 4445-A MAGNOLIA AVE RIVERSIDE CA 92501 237276444 5000 BOOK SPONSORSHIP-2011 ANNUAL CELEBRATION MISCELLANEOUS LESS THAN 5000 52894 BOOK VARIOUS 10 PHARMACEUTICALS 24947 BOOK TRANSITIONAL LIVING 36735 BOOK TRANSPORTATION 31537 BOOK FOOD 54 BOOK UTILITIES 2542 BOOK PROCEDURE FOR MONITORING GRANTS IN THE U.S.: PART I, LINE 2: SCHEDULE I, PART I, LINE 2: LLUMC PROVIDES SPONSORSHIPS, DONATIONS, AND OTHER ASSISTANCE TO ORGANIZATIONS AND INDIVIDUALS AS PART OF ITS COMMITMENT TO COMMUNITY OUTREACH. DISBURSEMENTS FOR GRANTS AND OTHER ASSISTANCE ARE REVIEWED AND APPROVED BY MANAGEMENT PRIOR TO DISBURSEMENT. MANAGEMENT RECEIVES PERIODIC REPORTS REGARDING THESE ACTIVITIES AS PART OF THE COMMUNITY BENEFITS REPORT. X 1 0 1 1 0 0 0 1 0 0 0 RUTHITA FIKE 0 635000 0 130050 0 355654 0 15014 0 42935 0 1178653 0 0 ROGER HADLEY 0 331790 0 0 0 121081 0 15014 0 23819 0 491704 0 0 RICHARD HART 0 350000 0 0 0 100987 0 15014 0 39538 0 505539 0 0 ELIZABETH DICKINSON 0 235498 0 59526 0 47437 0 15014 0 34424 0 391899 0 0 DANIEL FONTOURA 0 364000 0 56068 0 69059 0 15014 0 33242 0 537383 0 0 MARK HUBBARD 0 315000 0 53855 0 102787 0 15014 0 31971 0 518627 0 0 MICHAEL JACKSON 0 144846 0 48856 0 369369 0 15014 0 22466 0 600551 0 0 KEVIN LANG 0 537000 0 68351 0 264610 0 15014 0 -21480 0 863495 0 59374 JESSE MOCK 0 211169 0 33221 0 28162 0 15014 0 39231 0 326797 0 0 STEVEN MOHR 0 344000 0 80435 0 88041 0 10114 0 54918 0 577508 0 0 ZAREH SARRAFIAN 0 341000 0 65094 0 79426 0 10114 0 30424 0 526058 0 0 MELVIN SAUDER 0 0 0 20007 0 0 0 0 0 -54874 0 -34867 0 0 CYNTHIA SCHMIDT 0 201000 0 36337 0 36486 0 15014 0 38105 0 326942 0 0 JAMES PAPPAS 0 230666 0 0 0 0 0 22000 0 1290 0 253956 0 0 GERALD WINSLOW 0 216000 0 27694 0 48073 0 14920 0 22053 0 328740 0 0 JENNIFER CRUIKSHANK 145325 0 3521 0 15218 0 9322 0 9821 0 183207 0 0 0 BALDEV PATYAL 257141 0 299 0 28144 0 15014 0 19166 0 319764 0 0 0 ABIEL GHEBREMEDHIN 217896 0 299 0 25761 0 14940 0 18588 0 277484 0 0 0 DONGRAK CHOI 218169 0 299 0 21269 0 14638 0 18521 0 272896 0 0 0 BARBARA HOLSHOUSER 203896 0 299 0 31678 0 14370 0 18508 0 268751 0 0 0 PAUL NORRIS 194494 0 5094 0 35714 0 14321 0 18463 0 268086 0 0 0 PART I, LINE 3 PLEASE SEE EXPLANATION FOR PART VI, SECTION B, LINE 15 THAT IS LISTED UNDER SCHEDULE O. PART I, LINES 4A-B THE FOLLOWING LLUAHSC EMPLOYEES PARTICIPATED IN, AND RECEIVED PAYMENT FROM, A SUPPLEMENTAL NONQUALIFIED RETIREMENT PLAN: DICKINSON, ELIZABETH JANE $24,831 NET FLEX PLAN CREDITS PAID TO EMPLOYEE IN CASH. FIKE, RUTHITA J $11,868 EMPLOYER CONTRIBUTIONS/PAYMENTS FOR ELECTIVE BENEFITS (INCLUDES VESTED AND FORFEITED BENEFITS FUNDED IN PRIOR YEARS). $114,209 NET FLEX PLAN CREDITS PAID TO EMPLOYEE IN CASH. $183,325 SERP FUNDING PAID TO EMPLOYEE IN CASH. FONTOURA, DANIEL ELBIO $2,981 EMPLOYER CONTRIBUTIONS/PAYMENTS FOR ELECTIVE BENEFITS (INCLUDES VESTED AND FORFEITED BENEFITS FUNDED IN PRIOR YEARS). $54,813 NET FLEX PLAN CREDITS PAID TO EMPLOYEE IN CASH. HADLEY, HENRY ROGER $53,710 NET FLEX PLAN CREDITS PAID TO EMPLOYEE IN CASH. HART, RICHARD HENRY $54,657 NET FLEX PLAN CREDITS PAID TO EMPLOYEE IN CASH. HUBBARD, MARK LEE $41,573 NET FLEX PLAN CREDITS PAID TO EMPLOYEE IN CASH. $28,791 SERP FUNDING PAID TO EMPLOYEE IN CASH. JACKSON, MICHAEL $333,560 SEVERANCE. $15,276 NET FLEX PLAN CREDITS PAID TO EMPLOYEE IN CASH. LANG, KEVIN J -$56,018 EMPLOYER CONTRIBUTIONS/PAYMENTS FOR ELECTIVE BENEFITS (INCLUDES VESTED AND FORFEITED BENEFITS FUNDED IN PRIOR YEARS). $98,059 NET FLEX PLAN CREDITS PAID TO EMPLOYEE IN CASH. $28,944 SERP FUNDING PAID TO EMPLOYEE IN CASH. MOCK, FURMAN JESSE $1,657 EMPLOYER CONTRIBUTIONS/PAYMENTS FOR ELECTIVE BENEFITS (INCLUDES VESTED AND FORFEITED BENEFITS FUNDED IN PRIOR YEARS). $13,260 NET FLEX PLAN CREDITS PAID TO EMPLOYEE IN CASH. MOHR, STEVEN LAWRENCE $1,822 EMPLOYER CONTRIBUTIONS/PAYMENTS FOR ELECTIVE BENEFITS (INCLUDES VESTED AND FORFEITED BENEFITS FUNDED IN PRIOR YEARS). $49,450 NET FLEX PLAN CREDITS PAID TO EMPLOYEE IN CASH. SARRAFIAN, ZAREH HOVIK $51,234 NET FLEX PLAN CREDITS PAID TO EMPLOYEE IN CASH. SAUDER, MELVIN -$56,404 EMPLOYER CONTRIBUTIONS/PAYMENTS FOR ELECTIVE BENEFITS (INCLUDES VESTED AND FORFEITED BENEFITS FUNDED IN PRIOR YEARS). SCHMIDT, CYNTHIA J $14,469 EMPLOYER CONTRIBUTIONS/PAYMENTS FOR ELECTIVE BENEFITS (INCLUDES VESTED AND FORFEITED BENEFITS FUNDED IN PRIOR YEARS). $4,260 NET FLEX PLAN CREDITS PAID TO EMPLOYEE IN CASH. WINSLOW, GERALD $20,466 NET FLEX PLAN CREDITS PAID TO EMPLOYEE IN CASH. PART I, LINE 6 LOMA LINDA UNIVERSITY MEDICAL CENTER HAS AN INCENTIVE PLAN. PAYMENTS FOR INCENTIVE AWARDS ARE TRIGGERED ONLY IF, AMONG OTHER ESTABLISHED CRITERIA, NET INCOME EXCEEDS BUDGET BY AN ESTABLISHED PERCENTAGE. SUPPLEMENTAL INFORMATION PART III IRS FORM 990 DISCLOSURE ON SCHEDULE J PART III THE OFFICERS LISTED ON THE FORM 990, PART VII, LINE 1A OR ON SCHEDULE J, PART II ARE EMPLOYED BY LLUAHSC. LLUAHSC 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 LLUAHSC. THE OFFICERS DO NOT RECEIVE ANY OTHER COMPENSATION AMOUNTS FROM RELATED ORGANIZATIONS. LLUAHSC ALLOCATES THE COMPENSATION AMOUNTS TO THE APPLICABLE RELATED ORGANIZATIONS AND RECEIVES REIMBURSEMENT PAYMENTS PURSUANT TO THE MANAGEMENT CONTRACT. ALLOCATION PERCENTAGES OF THE COMPENSATION PAYMENTS FOR THE OFFICERS ARE AS FOLLOWS: 1. DICKINSON, ELIZABETH JANE IS EMPLOYED BY LLUAHSC. HER COMPENSATION IS 100% FUNDED BY LOMA LINDA UNIVERSITY MEDICAL CENTER. 2. FIKE, RUTHITA J. IS EMPLOYED BY LLUAHSC. HER COMPENSATION, EXCLUDING THE SERP BENEFIT, IS FUNDED BY LOMA LINDA UNIVERSITY BEHAVIORAL MEDICINE CENTER (10%) AND LOMA LINDA UNIVERSITY MEDICAL CENTER (90%). THE SERP BENEFIT IS 100% FUNDED BY LOMA LINDA UNIVERSITY MEDICAL CENTER. 3. FONTOURA, DANIEL ELBIO IS EMPLOYED BY LLUAHSC. HIS COMPENSATION IS 100% FUNDED BY LOMA LINDA UNIVERSITY MEDICAL CENTER. 4. HADLEY, HENRY ROGER IS EMPLOYED BY LLUAHSC. HIS COMPENSATION IS FUNDED BY LOMA LINDA UNIVERSITY NET OF $50,000 FROM LOMA LINDA UNIVERSITY HEALTH CARE AND HIS PRIVATE PRACTICE COMPENSATION FROM LOMA LINDA UNIVERSITY UROLOGY GROUP AND THE DEPARTMENT OF VETERANS AFFAIRS. 5. HART, RICHARD HENRY IS EMPLOYED BY LLUAHSC. HIS COMPENSATION, EXCLUDING THE SERP BENEFIT, IS FUNDED BY LOMA LINDA UNIVERSITY (50%) AND LOMA LINDA UNIVERSITY MEDICAL CENTER (50%). THE SERP BENEFIT IS 100% FUNDED BY LOMA LINDA UNIVERSITY MEDICAL CENTER. 6. HUBBARD, MARK LEE IS EMPLOYED BY LLUAHSC. HIS COMPENSATION, EXCLUDING THE SERP BENEFIT, IS FUNDED BY LLUAHSC'S RISK MANAGEMENT DEPARTMENT (20%) AND LOMA LINDA UNIVERSITY MEDICAL CENTER (80%). THE SERP BENEFIT IS 100% FUNDED BY LOMA LINDA UNIVERSITY MEDICAL CENTER. 7. JACKSON, MICHAEL HENDERSON IS EMPLOYED BY LLUAHSC. HIS COMPENSATION IS 100% FUNDED BY LOMA LINDA UNIVERSITY MEDICAL CENTER. 8. LANG, KEVIN J. IS EMPLOYED BY LLUAHSC. HIS COMPENSATION, EXCLUDING THE SERP BENEFIT, IS FUNDED BY LOMA LINDA UNIVERSITY MEDICAL CENTER (70%), LOMA LINDA UNIVERSITY (17.5%), LOMA LINDA UNIVERSITY HEALTH CARE (7.5%) AND LOMA LINDA UNIVERSITY BEHAVIORAL MEDICINE CENTER (5%). THE SERP BENEFIT IS FUNDED BY LOMA LINDA UNIVERSITY MEDICAL CENTER (92.5%) AND LOMA LINDA UNIVERSITY HEALTH CARE (7.5%). 9. MOCK, FURMAN JESSE IS EMPLOYED BY LLUAHSC. HIS COMPENSATION IS 100% FUNDED BY LOMA LINDA UNIVERSITY MEDICAL CENTER. 10. MOHR, STEVEN LAWRENCE IS EMPLOYED BY LLUAHSC. HIS COMPENSATION IS 100% FUNDED BY LOMA LINDA UNIVERSITY MEDICAL CENTER. 11. SARRAFIAN, ZAREH HOVIK IS EMPLOYED BY LLUAHSC. HIS COMPENSATION IS 100% FUNDED BY LOMA LINDA UNIVERSITY MEDICAL CENTER. 12. SAUDER, MELVIN D. IS EMPLOYED BY LLUAHSC. HIS COMPENSATION, EXCLUDING THE SERP BENEFIT, IS FUNDED BY LOMA LINDA UNIVERSITY (25%) AND LOMA LINDA UNIVERSITY MEDICAL CENTER (75%). THE SERP BENEFIT IS 100% FUNDED BY LOMA LINDA UNIVERSITY MEDICAL CENTER. 13. SCHMIDT, CYNTHIA J IS EMPLOYED BY LLUAHSC. HER COMPENSATION IS 100% FUNDED BY LOMA LINDA UNIVERSITY MEDICAL CENTER. 14. WINSLOW, GERALD IS EMPLOYED BY LLUAHSC. HIS COMPENSATION, EXCLUDING THE SERP BENEFIT, IS FUNDED BY LOMA LINDA UNIVERSITY HEALTH SERVICES (5%) AND LOMA LINDA UNIVERSITY MEDICAL CENTER (95%). THE SERP BENEFIT IS 100% FUNDED BY LOMA LINDA UNIVERSITY MEDICAL CENTER. CITY OF LOMA LINDA 952662323 541482JM8 2005-10-26 162145294 FINANCE THE COSTS OF CAPITAL EXPENDITURES; BOND ISSUE COSTS; DEBT SERVICE 0 0 0 CITY OF LOMA LINDA 952662323 541482JP1 2007-12-20 80000000 FINANCE THE COSTS OF CAPITAL EXPENDITURES; BOND ISSUE COSTS 0 0 0 CITY OF LOMA LINDA 952662323 541482JR7 2008-11-13 70000000 FINANCE THE COSTS OF CAPITAL EXPENDITURES; BOND ISSUE COSTS; DEBT SERVICE 0 0 0 CITY OF LOMA LINDA 952662323 541482JS5 2008-11-13 25000000 FINANCE THE COSTS OF CAPITAL EXPENDITURES; BOND ISSUE COSTS 0 0 0 9820000 165019155 15834500 2454233 1302095 17492753 127935574 2007 1 0 1 1 81042626 1597768 661048 78783810 2009 0 0 1 1 70033887 7000000 1333918 61699969 2010 0 0 1 1 25009187 475327 9187 24524673 2010 0 0 1 1 0 0 0 0 0.00200 0.00200 1 0 0 0 0 0.00200 0.00200 1 0 0 0 0 0.00200 0.00200 1 0 0 0 0 0.00200 0.00200 1 1 0 0 1 SOCIETE GENERALE 18.000000000000 1 0 1 0 1 1 GOLDMAN SACHS 30.000000000000 0 0 0 0 1 0 0 0 0 0 1 0 1 1 GOLDMAN SACHS 30.000000000000 0 0 0 0 1 SCHED K, PART V: PROCEDURES TO UNDERTAKE CORRECTIVE ACTION: MANAGEMENT HAS ADOPTED PRACTICES AND PROCEDURES TO ENSURE THE POST ISSUANCE COMPLIANCE OF ITS TAX-EXEMPT DEBT. MANAGEMENT IS IN THE PROCESS OF ADOPTING A FORMAL WRITTEN TAX-EXEMPT DEBT COMPLIANCE POLICY, INCLUDING WRITTEN PROCEDURES TO ENSURE THAT VIOLATIONS OF FEDERAL TAX REQUIREMENTS ARE TIMELY IDENTIFIED AND CORRECTED THROUGH THE VOLUNTARY CLOSING AGREEMENT PROGRAM. MANAGEMENT ANTICIPATES THE POLICY WILL BE ADOPTED AND IN EFFECT IN DECEMBER 2012. CITY OF LOMA LINDA 952662323 2008-11-13 15000000 FINANCE THE COSTS OF CAPITAL EXPENDITURES 0 0 0 CALIFORNIA ENTERPRISE DEVELOPMENT AUTHORITY 352273601 2007-11-30 28809966 FINANCE THE COSTS OF CAPITAL EXPENDITURES; BOND ISSUE COSTS 0 0 0 CALIFORNIA ENTERPRISE DEVELOPMENT AUTHORITY 352273601 2007-09-28 3195000 FINANCE THE COSTS OF CAPITAL EXPENDITURES 0 0 0 CALIFORNIA ENTERPRISE DEVELOPMENT AUTHORITY 352273601 2008-07-02 5000000 FINANCE THE COSTS OF CAPITAL EXPENDITURES; BOND ISSUE COSTS 0 0 0 1749997 15000000 15000000 2009 0 0 1 1 5146457 30048936 1815028 235445 24882136 3116327 2010 0 0 1 1 321904 3195000 3195000 2007 0 0 1 1 2264439 5139048 40750 5098298 2011 0 0 1 1 0 0 0 0 0.00200 0.00200 1 1 1 0 0 0.02700 0.02700 1 0 0 0 0 1 0 0 0 0 0.00200 0.00200 1 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 1 CALIFORNIA ENTERPRISE DEVELOPMENT AUTHORITY 352273601 2008-05-30 4200000 FINANCE THE COSTS OF CAPITAL EXPENDITURES; BOND ISSUE COSTS 0 0 0 CALIFORNIA ENTERPRISE DEVELOPMENT AUTHORITY 352273601 2009-06-16 4016964 FINANCE THE COSTS OF CAPITAL EXPENDITURES; BOND ISSUE COSTS 0 0 0 CALIFORNIA ENTERPRISE DEVELOPMENT AUTHORITY 352273601 2009-12-22 8500000 FINANCE THE COSTS OF CAPITAL EXPENDITURES 0 0 0 CALIFORNIA HEALTH FACILITIES FINANCING AUTHORITY 521643828 2004-10-07 13488000 FINANCE THE COSTS OF CAPITAL EXPENDITURES 0 0 0 1960177 4222891 43592 4179299 2009 0 0 1 1 2025711 4025778 30231 3995547 2009 0 0 1 1 1409041 8500429 8500429 2010 0 0 1 1 13488000 14131672 14131672 2005 0 0 1 1 0 0 0 0 1 0 0 0 0 0.00200 0.00200 1 0 1 0 0 0.00300 0.00300 1 0 0 0 0 0.00200 0.00200 1 0 0 0 0 0 1 0 0 0 0 0 1 0 0 0 0 0 1 0 0 0 0 0 1 FONTOURA VICKI FAMILY OF OFFICER 10422 EMPLOYED BY LOMA LINDA UNIVERSITY MEDICAL CENTER AS A COORDINATOR OF EAST CAMPUS PATIENT CARE SERVICES. 0 HIDALGO DERREK FAMILY OF OFFICER 86013 EMPLOYED BY LOMA LINDA UNIVERSITY MEDICAL CENTER AS A CLINICAL EDUCATOR. 0 MOCK DONNA FAMILY OF OFFICER 41518 EMPLOYED BY LOMA LINDA UNIVERSITY MEDICAL CENTER AS A RELEASE OF INFORMATION SPECIALIST. 0 RIGSBY BEVERLY FAMILY OF OFFICER 141688 EMPLOYED BY LOMA LINDA UNIVERSITY MEDICAL CENTER AS THE SERVICE LINE DIRECTOR FOR THE WOMEN'S HEALTH CENTER DEPARTMENT. 0 WALKER AMY FAMILY OF BOARD MEMBER 62291 EMPLOYED BY LOMA LINDA UNIVERSITY MEDICAL CENTER AS A RADIOLOGIC SPECIALIST-MAMMO. 0 X USE OF GOLF COURSE 1 15000 FAIR MARKET VALUE X WATER FEATURE 1 10000 FAIR MARKET VALUE 0 0 0 0 FORM 990, PART VI, SECTION A, LINE 6 THE CORPORATE MEMBER OF LLUMC PURSUANT TO SECTION 9310 OF THE CALIFORNIA NONPROFIT RELIGIOUS CORPORATION LAW SHALL BE LOMA LINDA UNIVERSITY ADVENTIST HEALTH SCIENCES CENTER, A CALIFORNIA NON-PROFIT RELIGIOUS CORPORATION, ACTING BY AND THROUGH ITS BOARD OF TRUSTEES. FORM 990, PART VI, SECTION A, LINE 7A LLUAHSC, AS THE CORPORATE MEMBER, ELECTS THE BOARD OF TRUSTEES AT ITS QUINQUENNIAL MEETING. LLUAHSC SHALL ALSO HAVE THE POWER TO FILL VACANCIES ON THE BOARD OF TRUSTEES BETWEEN THE QUINQUENNIAL ORGANIZATION MEETINGS. FORM 990, PART VI, SECTION A, LINE 7B LLUAHSC, AS CORPORATE MEMBER, AT EACH REGULAR OR SPECIAL MEETING, SHALL INFORM ITSELF ON THE BUSINESS OF THE MEDICAL CENTER TO BE TRANSACTED; SHALL RECEIVE THE ANNUAL REPORT OF THE MEDICAL CENTER BUDGET AND AUDIT, AND TRANSACT SUCH OTHER BUSINESS AS MAY BE REQUESTED BY THE MEDICAL CENTER BOARD. FURTHER FUNCTIONS OF THE MEMBER ARE: (1) TO REMOVE FROM OFFICE ANY TRUSTEE OF THE MEDICAL CENTER WITH OR WITHOUT CAUSE. (2) TO REVIEW AND CONSULT WITH THE MEDICAL CENTER BOARD REGARDING THE APPOINTMENT OF THE MEDICAL CENTER PRESIDENT AND THE CHIEF EXECUTIVE OFFICER. HOWEVER, THE APPOINTMENT AND REMOVAL OF THE PRESIDENT AND THE CHIEF EXECUTIVE OFFICER ARE SOLELY THE LEGAL RESPONSIBILITY OF THE LLUMC BOARD. (3) TO APPROVE ALL CHANGES TO THE ARTICLES OF INCORPORATION AND BY-LAWS. (4) TO APPROVE ANY MERGER, CONSOLIDATION, DISSOLUTION, SALE OR TRANSFER OF MORE THAN TWENTY-FIVE PERCENT OF THE ASSETS OF LLUMC. (5) TO APPROVE ANY SIGNIFICANT CHANGE IN THE CORPORATE PURPOSE OF LLUMC. FORM 990, PART VI, SECTION B, LINE 11 THIS 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 LLUAHSC, LLUMC'S PARENT ORGANIZATION, EMPLOYS AN INDEPENDENT OUTSIDE CONSULTING FIRM TO BENCHMARK COMPENSATION FOR LLUAHSC EMPLOYEES. LLUMC'S CEO, CFO, AND VICE PRESIDENTS ARE EMPLOYED BY LLUAHSC. THE LLUAHSC 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 LLUAHSC BOARD WHO ARE INDEPENDENT OF LLUAHSC'S MANAGEMENT. THE EXECUTIVE COMPENSATION COMMITTEE IS APPOINTED BY THE LLUAHSC BOARD OF TRUSTEES TO HAVE DIRECT RESPONSIBILITY FOR ESTABLISHING COMPENSATION, POLICIES, AND BENEFITS FOR THE SENIOR EXECUTIVES OF LLUAHSC. 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, LLUMC MANAGEMENT, THROUGH ITS 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 12/09 FOR THE POSITION OF EVP, HOSPITAL AFFAIRS & CEO, LLUMC HELD BY FIKE, RUTHITA J.. THIS PROCESS WAS LAST UNDERTAKEN IN 12/09 FOR THE POSITION OF EVP, MEDICAL AFFAIRS & DEAN, SCHOOL OF MEDICINE HELD BY HADLEY, HENRY ROGER. THIS PROCESS WAS LAST UNDERTAKEN IN 12/09 FOR THE POSITION OF PRESIDENT & CEO HELD BY HART, RICHARD HENRY. THIS PROCESS WAS LAST UNDERTAKEN IN 12/09 FOR THE POSITION OF EVP, FINANCE & ADMINISTRATION & CFO HELD BY LANG, KEVIN J.. THIS PROCESS WAS LAST UNDERTAKEN IN 12/09 FOR THE POSITION OF SVP, FINANCE HELD BY MOHR, STEVEN LAWRENCE. THIS PROCESS WAS LAST UNDERTAKEN IN 12/09 FOR THE POSITION OF SVP, ADMINISTRATOR, EAST CAMPUS HOSPITAL HELD BY JACKSON, MICHAEL HENDERSON. THIS PROCESS WAS LAST UNDERTAKEN IN 12/09 FOR THE POSITION OF SVP, ADMINISTRATOR, CHILDREN'S HOSPITAL HELD BY SARRAFIAN, ZAREH HOVIK. THIS PROCESS WAS LAST UNDERTAKEN IN 12/09 FOR THE POSITION OF VP, BUSINESS DEVELOPMENT HELD BY SAUDER, MELVIN D.. THIS PROCESS WAS LAST UNDERTAKEN IN 12/09 FOR THE POSITION OF VP, REVENUE CYCLE MANAGEMENT HELD BY SCHMIDT, CYNTHIA J.. THIS PROCESS WAS LAST UNDERTAKEN IN 12/09 FOR THE POSITION OF VP, SPIRITUAL LIFE & WHOLENESS HELD BY WINSLOW, GERALD. THIS PROCESS WAS LAST UNDERTAKEN IN 12/09 FOR THE POSITION OF SVP, ADMINISTRATOR, UNIVERSITY HOSPITAL & SVP, ANCILLARY CLINICAL SERVICES HELD BY FONTOURA, DANIEL ELBIO. THIS PROCESS WAS LAST UNDERTAKEN IN 12/09 FOR THE POSITION OF EVP, HUMAN RESOURCES AND RISK MANAGEMENT HELD BY HUBBARD, MARK LEE. THIS PROCESS WAS LAST UNDERTAKEN IN 12/09 FOR THE POSITION OF VP, PATIENT CARE SERVICES HELD BY DICKINSON, ELIZABETH JANE. FORM 990, PART VI, SECTION C, LINE 18 THE IRS FORM 990 IS AVAILABLE ON THE GUIDESTAR.COM WEBSITE AND ALSO MAY BE OBTAINED BY MAKING A REQUEST TO THE SR. VICE PRESIDENT OF FINANCE AT 11234 ANDERSON ST., LOMA LINDA, CA. 92354. FORM 990, PART VI, SECTION C, LINE 19 LLUMC WILL MAKE ITS GOVERNING DOCUMENTS AND CONFLICT OF INTEREST POLICY AVAILABLE TO THE PUBLIC UPON REQUEST AND IN ACCORDANCE WITH IRS GUIDELINES. THE CONFLICT OF INTEREST POLICY IS POSTED ON THE ORGANIZATION'S INTERNAL WEBSITE FOR EMPLOYEES. LLUMC MAKES ITS UN-AUDITED QUARTERLY FINANCIAL STATEMENTS AND YEAR-END AUDITED FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC PURSUANT TO ITS CONTINUING DISCLOSURE AGREEMENTS WITH BONDHOLDERS. FORM 990, PART VII, LINE 1A: FOR EMPLOYEES OF LLUAHSC OR LLUAHSC AFFILIATES (ORGANIZATION(S)) RELATED TO THE FILING ORGANIZATION WHO DEVOTE LESS THAN FULL-TIME TO THE FILING ORGANIZATION (BASED UPON THE AVERAGE NUMBER OF HOURS PER WEEK SHOWN IN PART VII, SECTION A, COLUMN (B) OF THE RETURN) THE COMPENSATION AMOUNTS SHOWN IN COLUMNS (E) AND (F) WERE PROVIDED IN CONJUNCTION WITH THEIR RESPONSIBILITIES AND ROLES IN OTHER POSITIONS FOR ORGANIZATIONS RELATED TO THE FILING ORGANIZATION. THESE INDIVIDUALS EACH DEVOTE APPROXIMATELY 50 HOURS PER WEEK SERVING IN THEIR RESPECTIVE POSITIONS WITHIN THE ORGANIZATION. CHANGES IN NET ASSETS OR FUND BALANCES: FORM 990, PART XI, LINE 5: NET UNREALIZED LOSSES ON INVESTMENTS: -410,854. PHYSICIAN AND COMMUNITY INVESTOR BUY-OUT OF PHYSICIANS HOSPITAL OF MURRIETA -39,058,683. NET ASSETS RELEASED FROM RESTRICTIONS USED FOR CAPITAL RELATED ACTIVITIES 111,070. TOTAL TO FORM 990, PART XI, LINE 5: -39,358,467. FORM 990, PART XII, LINE 2B: THE FINANCIAL STATEMENTS OF LOMA LINDA UNIVERSITY MEDICAL CENTER WERE AUDITED BY AN INDEPENDENT FIRM AS PART OF THE 2011 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 BEHAVIORAL MEDICAL CENTER, THE LOMA LINDA UNIVERSITY CHILDREN'S HOSPITAL FOUNDATION, LOMA LINDA UNIVERSITY HEALTHCARE PROPERTIES, LLC, PHYSICIANS HOSPITAL OF MURRIETA, LLC, AND LOMA LINDA UNIVERSITY-URGENT CARE, LLC). FORM 990, PART XII, LINE 2C: LLUMC HAS FINANCE AND AUDIT COMMITTEES OF THE BOARD OF TRUSTEES THAT ASSUME RESPONSIBILITY FOR OVERSIGHT OF THE FINANCIAL STATEMENT AUDIT AND SELECTION OF THE INDEPENDENT FIRM. 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