LOMA LINDA UNIVERSITY ADVENTIST HEALTH SCIENCES CNTER LIABILITY TRUST (EIN 366821892) - Form 990 Financial Analysis & Trantor Score

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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

1985

Legal Domicile

Principal Officer

MARK HUBBARD

Phone

9095584000

Tax Period

2023-10-01 to 2024-09-30

LOMA LINDA UNIVERSITY ADVENTIST HEALTH SCIENCES CNTER LIABILITY TRUST, founded in 1985, is a mid-sized nonprofit in the Mutual Benefit sector that reported $20.7M in total revenue in fiscal year 2023. Revenue fell 23% from the prior year — a significant decline worth monitoring. Expenses of $17.8M left a modest 14% surplus.

Mission

SELF-INSURING RISKS FOR GENERAL/PROFESSIONAL LIABILITY CLAIMS

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $17,644,522

Investment Income $3,088,063

Other Revenue $0

TOTAL REVENUE $20,732,585

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $17,779,838

Other Expenses $17,800,374

TOTAL EXPENSES $17,800,374

Year-over-Year Comparison

	2023	2022	Change
Revenue	$20,732,585	$26,763,567	-0.2%
Expenses	$17,800,374	$8,732,930	+1.0%
Net Income	$2,932,211	$18,030,637	-0.8%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✗ Schedule B Required

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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

N/A

Employees

N/A

Volunteers

N/A

Governance Policies

✓ Conflict of Interest Policy

✓ Whistleblower Policy

✓ Document Retention Policy

Special Practices & Reported Activities

✗ Operated a School

✗ Operated a Hospital

✗ Provided First Class Travel

✗ Reported Conflict of Interest

✗ Reported Asset Diversion

✗ Excess Benefit Transaction

✗ Made Political Expenditures

✗ Engaged in Lobbying

✗ Operated Donor Advised Fund

✗ Maintained Art Collections

✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
N/A	TRUSTEE	5.00		$20,536	$0	$20,536

Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year	Revenue	Expenses	Assets	Net Income
2025	No data	No data	No data	No data
2024	$20,732,585	$17,800,374	$82,704,703	$2,932,211
2023	$26,763,567	$8,732,930	$79,772,494	$18,030,637
2022	$20,784,791	$19,991,035	$61,741,857	$793,756
2021	$27,070,636	$25,244,905	$60,948,101	$1,825,731

LOMA LINDA UNIVERSITY ADVENTIST HEALTH SCIENCES CNTER LIABILITY TRUST