LOMA LINDA UNIVERSITY SHARED SERVICES INC (EIN 810661056) - 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

2004

Legal Domicile

Principal Officer

ANGELA LALAS

Phone

9095584000

Tax Period

2023-07-01 to 2024-06-30

LOMA LINDA UNIVERSITY SHARED SERVICES INC, founded in 2004, is a major nonprofit that reported $340.1M in total revenue in fiscal year 2023.

Mission

TO PARTICIPATE IN CHRIST'S MINISTRY OF HEALTH, HEALING, AND WHOLENESS FOR: EDUCATION, HEALTHCARE, AND RESEARCH BY PROVIDING SUPPORT TO THE LLUH ENTITIES.

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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 $340,002,957

Investment Income $59,267

Other Revenue $0

TOTAL REVENUE $340,062,224

Expense Breakdown

Grants Paid $917,122

Salaries & Benefits $217,808,554

Fundraising Expenses $21,706,442

Program Expenses $170,150,016

Other Expenses $121,281,089

TOTAL EXPENSES $340,006,765

Year-over-Year Comparison

	2023	2022	Change
Revenue	$340,062,224	$341,159,263	0.0%
Expenses	$340,006,765	$342,354,712	0.0%
Net Income	$55,459	$-1,195,449	-1.0%

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

3295

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

$6,553,452

Total Directors

$10,705,589

Key Employees

$4,860,298

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
EDWARDS LYNDON	COO	1.00	Officer Director	$0	$136,930	$1,026,127
THOMAS TAMARA	EVP MEDICAL AFFAIRS	1.00	Director	$0	$108,377	$863,202
HART RICHARD H	CHAIR	1.00	Officer Director	$0	$118,416	$850,190
LALAS ANGELA M	CFO	8.00	Officer Director	$0	$149,568	$1,231,231
WRIGHT TREVOR G	CEO	1.00	Director	$0	$168,599	$1,416,628
MARTIN ROBERT	LLUFMG CFO	1.00	Director	$0	$46,800	$1,285,632
HUBBARD MARK L	SVP RISK MGMT	4.00	Officer Director	$0	$112,398	$835,244
BUSSELL RACHELLE	SVP ADVANCEMENT	1.00	Officer Director	$0	$103,429	$704,451
CARTER RONALD L	SVP ED. AFFAIRS/PROVOST	1.00	Director	$0	$74,772	$468,390
SODERBLOM ALAN	SVP HOSPITAL FINANCE	1.00	Director	$0	$114,318	$707,799
NEAL RODNEY D	LLU SVP FINANCE	1.00	Officer Director	$0	$97,160	$525,895
PEVERINI RICARDO L	SVP CLINICAL FACULTY	1.00	Officer Director	$0	$45,800	$790,800
HANNA MYRNA L	CORP SECRETARY	1.00	Officer	$182,653	$40,138	$222,791
NDLELAEMILY	VP-FP&A	40.00	Officer	$0	$71,731	$366,723
NELSON GREG N	EXEC. DIR-INVESTMENTS	40.00	Key Emp	$202,442	$60,606	$263,048
CHERRINGTONARAMIS K	EXEC DIRECTOR-ACCESS CENTE	40.00	Key Emp	$259,199	$31,648	$290,847
FISCHER KEVIN L	EXEC DIR-RE SERVICES	1.00	Key Emp	$204,389	$42,434	$246,823
LUND JOSHUA S	AVP SUPPLY CHAIN	1.00	Key Emp	$230,181	$44,899	$275,080
CASTILLO JRRAUL E	VP-RISK MANAGER	40.00	Key Emp	$0	$87,805	$402,464
FINEGAN-REDELL ANNA	EXEC. DIRECTOR-APPLIC SVC	40.00	Key Emp	$228,342	$46,526	$274,868
NORTON LIZETTE	VP HRM ADMIN.	1.00	Key Emp	$0	$87,089	$450,131
MOWERY LEW	VP FINANCE	5.00	Key Emp	$0	$92,303	$462,566
ZIRKELBACH MARK	CIO	39.00	Key Emp	$583,057	$62,183	$645,240
LANG KEVIN	VP CONTRACTING	1.00	Key Emp	$0	$98,879	$584,144
OFT DARYL L	VP BUSINESS DEV.	2.00	Key Emp	$0	$87,117	$539,567
SCHILT ERIC	VP CONSTRUCTION	39.00	Key Emp	$0	$94,049	$425,520
JOHNSTON CHRISTIAN W	ASST GENERAL COUNSEL	1.00	Highest	$0	$90,161	$498,019
HANSEN KENT	GENERAL COUNSEL	1.00	Highest	$0	$110,560	$927,285
KIM JOSEPH JI HOON	LEGAL COUNSEL	1.00	Highest	$0	$88,836	$389,403
HODGKINSMARIE ELIZABETH	EXEC DIRECTOR-STAFFING NETWORK	40.00	Highest	$278,651	$49,569	$328,220
GLISSON JRWILLIAM CALVIN	DIRECTOR-RADIATION SAFETY	40.00	Highest	$246,270	$314,720	$560,990
HANSONMELANIE LYNN	EXEC DIR.-BUSMGMTSOLUT	40.00	Highest	$248,866	$46,663	$295,529

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	$340,062,224	$340,006,765	$273,393,487	$55,459
2024	$340,062,224	$340,006,765	$273,393,487	$55,459
2024	$340,062,224	$340,006,765	$273,393,487	$55,459
2023	$341,159,263	$342,354,712	$290,672,555	$-1,195,449
2022	$327,641,306	$327,122,614	$274,898,317	$518,692
2021	$292,339,481	$291,092,520	$270,756,141	$1,246,961
2020	$307,068,442	$307,416,674	$297,987,875	$-348,232
2019	$290,065,381	$290,752,623	$178,112,640	$-687,242
2018	$279,433,237	$279,576,235	$202,031,444	$-142,998

LOMA LINDA UNIVERSITY SHARED SERVICES INC