ALUMNI ASSOCIATION OF THE SCHOOL OF MEDICINE OF LOMA LINDA UNIVERSITY INC (EIN 951744348) - 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

1932

Legal Domicile

Principal Officer

CALVIN CHUANG

Phone

9095584633

Tax Period

2024-01-01 to 2024-12-31

ALUMNI ASSOCIATION OF THE SCHOOL OF MEDICINE OF LOMA LINDA UNIVERSITY INC, founded in 1932, is a community nonprofit in the Education sector that reported $3.5M in total revenue in fiscal year 2024. Revenue grew 14% year-over-year, indicating healthy expansion. The organization ran a surplus of $709K, a strong 20% operating margin.

Mission

THE ALUMNI ASSOCIATION PROMOTES AND SUPPORTS THE SCHOOL OF MEDICINE OF LOMA LINDA UNIVERSITY, IT'S FACULTY, STUDENTS, AND GLOBAL ALUMNI COMMUNITY IN CHARITABLE, RELIGIOUS, EDUCATIONAL, AND SCIENTIFIC ACTIVITIES.

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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 (2024)

Revenue Breakdown

Contributions & Grants $2,224,319

Program Service Revenue $0

Investment Income $809,778

Other Revenue $455,410

TOTAL REVENUE $3,489,507

Expense Breakdown

Grants Paid $1,514,427

Salaries & Benefits $572,592

Fundraising Expenses $0

Program Expenses $1,514,427

Other Expenses $693,223

TOTAL EXPENSES $2,780,242

Year-over-Year Comparison

	2024	2023	Change
Revenue	$3,489,507	$3,049,255	+0.1%
Expenses	$2,780,242	$2,634,903	+0.1%
Net Income	$709,265	$414,352	+0.7%

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

Employees

Volunteers

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

$160,283

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
STEVEN HERBER	PAST PRESIDENT	2.00	Officer Director	$0	$0	$0
MARILENE WANG	PRESIDENT	2.00	Officer Director	$0	$0	$0
GINA MOHR	DIRECTOR	2.00	Director	$0	$0	$0
STEPHEN SKAHEN	DIRECTOR	2.00	Director	$0	$0	$0
BARBARA MCKINNEY	PRESIDENT ELECT	2.00	Officer Director	$0	$0	$0
RICHARD HART	DIRECTOR	1.00	Director	$0	$0	$0
DAVID CREAMER	SECRETARY	2.00	Officer Director	$0	$0	$0
STEVEN HILDEBRAND	DIRECTOR	2.00	Director	$0	$0	$0
TAMARA THOMAS	DIRECTOR	1.00	Director	$0	$0	$0
JENNY JAQUE-TOMLIN	DIRECTOR	2.00	Director	$0	$0	$0
KIRBY OBERG	DIRECTOR	2.00	Director	$0	$0	$0
ALLISON AKA	DIRECTOR	1.00	Director	$0	$0	$0
THOMAS HAMILTON	ASST. FINANCIAL OFFICER	2.00	Officer Director	$0	$0	$0
DWIGHT EVANS	DIRECTOR	1.00	Director	$0	$0	$0
JOHN BOHLMAN	DIRECTOR	1.00	Director	$0	$0	$0
KARIN JONES	DIRECTOR	1.00	Director	$0	$0	$0
MOLLY ESTES	DIRECTOR	1.00	Director	$0	$0	$0
RICHARD CATALANO	DIRECTOR	1.00	Director	$0	$0	$0
STEVEN KIM	DIRECTOR	1.00	Director	$0	$0	$0
ROBERT A HARDESTY	DIRECTOR	1.00	Director	$0	$0	$0
BRYAN LOH	DIRECTOR	1.00	Director	$0	$0	$0
STEPHEN PAKKIANATHAN	DIRECTOR	1.00	Director	$0	$0	$0
LOIS RITCHIE	DIRECTOR	1.00	Director	$0	$0	$0
RANDALL SCHELL	DIRECTOR	1.00	Director	$0	$0	$0
SHARON WONG	DIRECTOR	1.00	Director	$0	$0	$0
DEL SCHUTTE	DIRECTOR	2.00	Director	$0	$0	$0
JOE VERSKA	CHIEF FINANCIAL OFFICER	2.00	Officer Director	$0	$0	$0
MERLE HILDEBRAND	DIRECTOR	1.00	Director	$0	$0	$0
ROBERT WAGNER	DIRECTOR	1.00	Director	$0	$0	$0
TAMARA SHANKEL	DIRECTOR	1.00	Director	$0	$0	$0
KATHRYN HAYES	DIRECTOR	1.00	Director	$0	$0	$0
ANGELINA CHENG	DIRECTOR	1.00	Director	$0	$0	$0
GLADYS FRIAS	DIRECTOR	1.00	Director	$0	$0	$0
CHARLES STEWART	DIRECTOR	1.00	Director	$0	$0	$0
JASON GATLING	DIRECTOR	1.00	Director	$0	$0	$0
LAURA FOSTER	DIRECTOR	1.00	Director	$0	$0	$0
CALVIN CHUANG	EXECUTIVE DIRECTOR	36.00	Officer	$0	$18,363	$160,283

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
2024	$3,489,507	$2,780,242	$22,776,319	$709,265
2023	$3,049,255	$2,634,903	$20,868,458	$414,352
2022	$2,784,896	$2,857,237	$18,694,651	$-72,341
2021	$4,635,468	$2,596,248	$21,070,782	$2,039,220
2020	$2,223,434	$1,280,680	$17,696,256	$942,754
2019	$13,945,953	$2,023,058	$16,573,321	$11,922,895
2018	$2,434,214	$1,969,012	$4,697,494	$465,202

ALUMNI ASSOCIATION OF THE SCHOOL OF MEDICINE OF LOMA LINDA UNIVERSITY INC