LOMA LINDA UNIVERSITY (EIN 951816009) - 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

1910

Legal Domicile

Principal Officer

RICHARD H HART

Phone

9095584515

Tax Period

2023-07-01 to 2024-06-30

LOMA LINDA UNIVERSITY, founded in 1910, is a major nonprofit in the Education sector that reported $397.8M in total revenue in fiscal year 2023. Revenue grew 9% year-over-year, indicating healthy expansion. Expenses of $380.8M left a modest 4% surplus.

Mission

EDUCATING ETHICAL AND PROFICIENT CHRISTIAN HEALTH PROFESSIONALS AND SCHOLARS THROUGH INSTRUCTION, EXAMPLE, AND THE PURSUIT OF TRUTH; EXPANDING KNOWLEDGE THROUGH RESEARCH IN THE BIOLOGICAL, BEHAVIORAL, PHYSICAL, AND ENVIRONMENTAL SCIENCES AND APPLYING THIS KNOWLEDGE TO HEALTH AND DISEASE; PROVIDING COMPREHENSIVE, COMPETENT, AND COMPASSIONATE HEALTH CARE FOR THE WHOLE PERSON THROUGH FACULTY, STUDENTS, AND ALUMNI.

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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 $35,014,531

Program Service Revenue $265,600,760

Investment Income $66,422,574

Other Revenue $30,768,666

TOTAL REVENUE $397,806,531

Expense Breakdown

Grants Paid $18,585,963

Salaries & Benefits $183,511,032

Fundraising Expenses $5,070,243

Program Expenses $264,151,362

Other Expenses $178,723,294

TOTAL EXPENSES $380,820,289

Year-over-Year Comparison

	2023	2022	Change
Revenue	$397,806,531	$365,254,224	+0.1%
Expenses	$380,820,289	$389,651,725	0.0%
Net Income	$16,986,242	$-24,397,501	-1.7%

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

2893

Volunteers

1018

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

$3,384,661

Total Directors

$7,857,440

Key Employees

$1,420,076

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
TREVOR WRIGHT	TRUSTEE	1.00	Director	$0	$168,599	$1,416,628
ROBERT MARTIN	TRUSTEE	1.00	Director	$0	$46,800	$1,285,632
ANTHONY HILLIARD	TRUSTEE	0.50	Director	$0	$46,800	$898,128
TAMARA THOMAS	DEAN-SCHOOL OF MEDICINE	50.00	Director	$0	$108,377	$863,202
RICHARD A HART	TRUSTEE, PRESIDENT	25.00	Officer Director	$0	$118,416	$850,190
HERBERT RUCKLE	TRUSTEE	1.00	Director	$0	$47,300	$843,250
RICARDO PEVERINI	TRUSTEE	1.00	Director	$0	$45,800	$790,800
PAUL HERRMANN	TRUSTEE	0.50	Director	$0	$45,300	$476,010
FRANCIS CHAN	TRUSTEE	0.50	Director	$0	$45,800	$433,600
BARBARA MCKINNEY	TRUSTEE	1.00	Director	$0	$0	$0
ELLA SIMMONS	TRUSTEE	1.00	Director	$0	$0	$0
ERTON KOHLER	TRUSTEE	1.00	Director	$0	$0	$0
EUNMEE SHIM	TRUSTEE	1.00	Director	$0	$0	$0
LISA BEARDSLEY-HARDY	TRUSTEE	1.00	Director	$0	$0	$0
PAUL DOUGLAS	TRUSTEE	1.00	Director	$0	$0	$0
PETER N LANDLESS	TRUSTEE	1.00	Director	$0	$0	$0
RICHARD OSBORN	TRUSTEE	1.00	Director	$0	$0	$0
ROBERT LEMON	TRUSTEE	1.00	Director	$0	$0	$0
SHERYL MOORHEAD	TRUSTEE	1.00	Director	$0	$0	$0
SHIRLEY CHANG	TRUSTEE	1.00	Director	$0	$0	$0
STEVEN FILLER	TRUSTEE	1.00	Director	$0	$0	$0
TED WILSON	TRUSTEE	1.00	Director	$0	$0	$0
THOMAS LEMON	TRUSTEE	1.00	Director	$0	$0	$0
ZAREH SARRAFIAN	TRUSTEE	1.00	Director	$0	$0	$0
ALBERT REECE	TRUSTEE	0.50	Director	$0	$0	$0
APRIL WILSON	TRUSTEE	0.50	Director	$0	$0	$0
DANIEL DAWES	TRUSTEE	0.50	Director	$0	$0	$0
G ALEXANDER BRYANT	TRUSTEE	1.00	Director	$0	$0	$0
GARY THURBER	TRUSTEE	0.50	Director	$0	$0	$0
JENNIFER SACRO	TRUSTEE	0.50	Director	$0	$0	$0
JOSE LOREDO	TRUSTEE	0.50	Director	$0	$0	$0
RANDY SCHELL	TRUSTEE	0.50	Director	$0	$0	$0
RODNEY WEHTJE	TRUSTEE	0.50	Director	$0	$0	$0
SANDRA ROBERTS	TRUSTEE	0.50	Director	$0	$0	$0
WAYNE HARRIS	TRUSTEE	0.50	Director	$0	$0	$0
WILFREDO COLON	TRUSTEE	0.50	Director	$0	$0	$0
RODNEY NEAL	SENIOR VP FINANCIAL AFFAIRS	50.00	Officer	$0	$97,160	$525,895
RONALD L CARTER	PROVOST	50.00	Officer	$0	$74,772	$468,390
LEW MOWERY	ASSISTANT SECRETARY	9.00	Officer	$0	$92,303	$462,566
DAVID P HARRIS	VICE PRESIDENT	50.00	Officer	$0	$74,460	$336,738
KARL HAFFNER	VP-STUDENT SERVICES	50.00	Officer	$0	$69,821	$313,184
MYRNA HANNA	CORPORATE SECRETARY	5.00	Officer	$0	$40,138	$222,791
KENNETH IWAKOSHI	ASSISTANT SECRETARY	1.00	Officer	$0	$30,391	$204,907
ROBERT A HANDYSIDE	DEAN-SCHOOL OF DENTISTRY	50.00	Key Emp	$352,546	$67,161	$419,707
BEVERLY BUCKLES	DEAN-SCHOOL OF BEHAVIORAL HEALTH	50.00	Key Emp	$250,947	$41,620	$292,567
HELEN HOPP MARSHAK	DEAN-SCHOOL OF PUBLIC HEALTH	50.00	Key Emp	$180,097	$41,254	$221,351
MICHAEL SAMARDZIJA	VP-RESEARCH AFFAIRS	50.00	Key Emp	$0	$97,499	$486,451
ALAN HERFORD	PROFESSOR	50.00	Highest	$494,369	$68,908	$563,277
IRIS HYUNJOO NAM	PROGRAM DIRECTOR 2	50.00	Highest	$490,592	$61,623	$552,215
JAIME LOZADA	PROGRAM DIRECTOR 2	50.00	Highest	$383,068	$59,996	$443,064
BRIAN CHU	DENTAL ANESTHESIA SPECIALIST	50.00	Highest	$369,518	$50,964	$420,482
JAYINI SUMAN THAKKER	ASSOC PROFESSOR-PROGRAM DIR	50.00	Highest	$397,995	$51,386	$449,381

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	$397,806,531	$380,820,289	$1,947,539,284	$16,986,242
2023	$365,254,224	$389,651,725	$1,919,230,407	$-24,397,501
2022	$388,599,517	$345,106,673	$1,899,889,644	$43,492,844
2021	$350,502,232	$328,397,979	$1,843,254,584	$22,104,253
2020	$284,623,400	$370,403,909	$1,680,846,175	$-85,780,509
2019	$346,450,345	$315,874,667	$1,581,908,209	$30,575,678
2018	$327,552,482	$302,021,846	$1,572,793,672	$25,530,636

LOMA LINDA UNIVERSITY