Loma Linda University Medical Auxi… - Form 990 Financial Data

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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

1979

Legal Domicile

Principal Officer

Verlon Strauss

Phone

9097964134

Tax Period

2023-07-01 to 2024-06-30

Loma Linda University Medical Auxiliary, founded in 1979, is a small nonprofit that reported $300K in total revenue in fiscal year 2023. Expenses of $350K exceeded revenue, resulting in a 17% operating deficit.

Mission

To promote the mission work of the LLU school of medicine alumni, the education and welfare of medical students, residents, and their spouses, and the intellectual and spiritual growth of the diverse membership.

Program Service Accomplishments

Program 1

Expenses: $179,331

Missions: To provide grants to various local and foreign medical care facilities providing free and low-cost care to underserved communities. Grants are used to purchase equipment and supplies. Most...

Program 2

Expenses: $34,184

Scholarships: To provide scholarship grants to incoming freshmen medical students who meet the criteria established by the auxiliary board.

Program 3

Expenses: $21,240

Student Assistance: To provide assistance to medical students and residents with living expenses by providing them with used furniture and housekeeping utensils. These items are provided by donations...

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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 $254,449

Program Service Revenue $16,946

Investment Income $26,542

Other Revenue $2,072

TOTAL REVENUE $300,009

Expense Breakdown

Grants Paid $201,005

Salaries & Benefits $35,109

Fundraising Expenses $0

Program Expenses $247,459

Other Expenses $113,803

TOTAL EXPENSES $349,917

Year-over-Year Comparison

	2023	2022	Change
Revenue	$300,009	$313,603	0.0%
Expenses	$349,917	$281,606	+0.2%
Net Income	$-49,908	$31,997	-2.6%

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
ALICE YEO	Director	2.00	Director	$0	$0	$0
BECKY MURDOCH	Director	2.00	Director	$0	$0	$0
JANETTE ALLEN	Director	2.00	Director	$0	$0	$0
JAN SCHILLING STONE	Director	2.00	Director	$0	$0	$0
SHARON STEWART	Director	2.00	Director	$0	$0	$0
EDIE DEMING	Director	2.00	Officer Director	$0	$0	$0
JOLENE HILLARD	Vice President	2.00	Officer Director	$0	$0	$0
LYNDA CHAN	Director	2.00	Director	$0	$0	$0
PATTI BATIN	Director	2.00	Director	$0	$0	$0
VERLON STRAUSS	CFO	2.00	Officer Director	$0	$0	$0
MERLE HILDEBRAND	President	2.00	Officer Director	$0	$0	$0
DANIELLE HOXIE	Vice President	2.00	Officer Director	$0	$0	$0
CARLA LIDNER BAUM	Director	2.00	Director	$0	$0	$0
LOUISE SCHNEIDER	Director	2.00	Director	$0	$0	$0
TINA ROBINSON	Director	2.00	Director	$0	$0	$0
KAREN WAT NIELSEN	Director	2.00	Director	$0	$0	$0
ANNIE MILES	Director	2.00	Director	$0	$0	$0
ELLE MARTIN	Director	2.00	Director	$0	$0	$0
EMILY MITCHELL	Director	2.00	Director	$0	$0	$0
JULIA BUELL	Director	2.00	Director	$0	$0	$0

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	$300,009	$349,917	$1,033,344	$-49,908
2023	$313,603	$281,606	$1,054,797	$31,997
2022	$387,348	$330,056	$1,022,858	$57,292
2021	$309,612	$243,019	$963,003	$66,593
2020	$258,203	$245,783	$919,969	$12,420
2019	$199,185	$194,555	$888,722	$4,630
2018	$279,370	$199,944	$879,724	$79,426

Loma Linda University Medical Auxiliary