LOMA LINDA UNIVERSITY MEDICAL CENTER (EIN 953522679) - 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

1980

Legal Domicile

Principal Officer

ANGELA LALAS

Phone

9095584000

Tax Period

2023-07-01 to 2024-06-30

LOMA LINDA UNIVERSITY MEDICAL CENTER, founded in 1980, is a large national nonprofit in the Health Care sector that reported $1.8B in total revenue in fiscal year 2023. Revenue grew 16% year-over-year, indicating healthy expansion. Expenses of $1.7B left a modest 5% surplus.

Mission

PROVIDE MEDICAL & HEALTH CARE SERVICES TO THE COMMUNITY.

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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 $9,632,112

Program Service Revenue $1,776,741,615

Investment Income $17,661,756

Other Revenue $33,110,900

TOTAL REVENUE $1,837,146,383

Expense Breakdown

Grants Paid $1,642,281

Salaries & Benefits $707,063,304

Fundraising Expenses $5,880,561

Program Expenses $1,343,240,420

Other Expenses $1,031,790,970

TOTAL EXPENSES $1,740,496,555

Year-over-Year Comparison

	2023	2022	Change
Revenue	$1,837,146,383	$1,582,242,737	+0.2%
Expenses	$1,740,496,555	$1,632,799,483	+0.1%
Net Income	$96,649,828	$-50,556,746	-2.9%

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

8428

Volunteers

530

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

$11,866,814

Total Directors

$8,161,130

Key Employees

$6,741,188

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
BEARDSLEY-HARDY LISA	TRUSTEE	0.50	Director	$0	$0	$0
BRYANT G ALEXANDER	TRUSTEE	0.50	Director	$0	$0	$0
CHAN FRANCIS	TRUSTEE	0.50	Director	$0	$45,800	$433,600
CHANG SHIRLEY	TRUSTEE	0.50	Director	$0	$0	$0
COLON WILFREDO	TRUSTEE	0.50	Director	$0	$0	$0
DAWES DANIEL	TRUSTEE	0.50	Director	$0	$0	$0
DOUGLAS PAUL	TRUSTEE	0.50	Director	$0	$0	$0
FILLER STEVEN	TRUSTEE	0.50	Director	$0	$0	$0
HARRIS WAYNE	TRUSTEE	0.50	Director	$0	$0	$0
HART RICHARD	PRESIDENT	25.00	Officer Director	$0	$118,416	$850,190
HERRMANN PAUL	TRUSTEE	0.50	Director	$0	$45,300	$476,010
HILLIARD ANTHONY	TRUSTEE	0.50	Director	$0	$46,800	$898,128
KOHLER ERTON	TRUSTEE	0.50	Director	$0	$0	$0
LANDLESS PETER	TRUSTEE	0.50	Director	$0	$0	$0
LEMON ROBERT	TRUSTEE	0.50	Director	$0	$0	$0
LEMON THOMAS	TRUSTEE	0.50	Director	$0	$0	$0
LOREDO JOSE	TRUSTEE	0.50	Director	$0	$0	$0
MARTIN ROBERT	TRUSTEE	0.50	Director	$0	$46,800	$1,285,632
MCKINNEY BARBARA	TRUSTEE	0.50	Director	$0	$0	$0
MOORHEAD SHERYL	TRUSTEE	0.50	Director	$0	$0	$0
OSBORN RICHARD	TRUSTEE	0.50	Director	$0	$0	$0
PEVERINI RICARDO	TRUSTEE	0.50	Director	$0	$45,800	$790,800
REECE ALBERT	TRUSTEE	0.50	Director	$0	$0	$0
ROBERTS SANDRA	TRUSTEE	0.50	Director	$0	$0	$0
RUCKLE HERBERT	TRUSTEE	0.50	Director	$0	$47,300	$843,250
SACRO JENNIFER	TRUSTEE	0.50	Director	$0	$0	$0
SARRAFIAN ZAREH	TRUSTEE	0.50	Director	$0	$0	$0
SCHELL RANDY	TRUSTEE	0.50	Director	$0	$0	$0
SHIM EUNMEE	TRUSTEE	0.50	Director	$0	$0	$0
SIMMONS ELLA	TRUSTEE	0.50	Director	$0	$0	$0
THOMAS TAMARA	CMO	25.00	Officer Director	$0	$108,378	$863,203
THURBER GARY	TRUSTEE	0.50	Director	$0	$0	$0
WEHTJE RODNEY	TRUSTEE	0.50	Director	$0	$0	$0
WILSON APRIL	TRUSTEE	0.50	Director	$0	$35,842	$303,689
WILSON TED	TRUSTEE	0.50	Director	$0	$0	$0
WRIGHT TREVOR	CEO	45.00	Officer Director	$0	$168,599	$1,416,628
COTTON ADRIAN	CHIEF OF MEDICAL OPS.	50.00	Officer	$0	$45,300	$442,300
DOROTTA IHAB	CHIEF OF QUALITY & CLIN. OPS.	50.00	Officer	$0	$47,800	$887,800
EDWARDS LYDON	COO	50.00	Officer	$0	$136,930	$1,026,127
FIELDS EDWARD	VP-BEHAVIORAL HEALTH SVS	50.00	Officer	$0	$83,028	$489,814
HANNAMYRNA LEE	CORPORATE SECRETARY	0.50	Officer	$0	$40,138	$222,791
HENDERSON WHITNEY P	ASSIST. CORPORATE SECR.	0.50	Officer	$0	$40,983	$178,692
HUBBARD MARK	ASST. CORPORATE SECRE.	0.50	Officer	$0	$112,398	$835,244
HUGGINSORLANDO	ASSIST. CORPORATE SECR.	0.50	Officer	$0	$46,656	$230,110
LALAS ANGELA	CFO	25.00	Officer	$0	$149,568	$1,231,231
MATUS SARA	VP, OPERATIONS	50.00	Officer	$0	$85,170	$429,534
SODERBLOOM ALAN	SVP FINANCE	45.00	Officer	$0	$114,318	$707,799
STAPLE-EVANS HELEN	CNO	25.00	Officer	$0	$102,348	$814,026
VANDENBOSCH DARRYL	SVP-ADMIN-SH & EC HOSPITAL	50.00	Officer	$0	$105,856	$596,085
ZIRKELBACH MARK	CIO	45.00	Officer	$0	$62,183	$645,240
AMORNVUT PENNY	ADMIN DIR.-CARDIOLOGY SVCS	40.00	Key Emp	$244,776	$46,189	$290,965
ARYAN KARLA ANN	EXEC DIR.-PATIENT CARE	40.00	Key Emp	$281,273	$40,300	$321,573
BENCITO ACA AC NORIE R	EXEC DIR.-PATIENT CARE	40.00	Key Emp	$289,701	$57,404	$347,105
BUSSELL RACHELLE	SVP ADVANCEMENT	1.00	Key Emp	$0	$103,429	$704,451
CHATIGNY JUDY M	AVP-ANCILLARY SVC	40.00	Key Emp	$342,984	$55,819	$398,803
CUNNINGHAM CONNIE	EXEC DIR.-EMERGENCY SV	40.00	Key Emp	$305,397	$42,613	$348,010
EVANS JUDY	PHYSICIST PHD LEAD	40.00	Key Emp	$342,984	$55,819	$398,803
GOBIN ANTONY	AVP-PHARMACY ADMIN.	40.00	Key Emp	$296,199	$42,679	$338,878
HANSEN KENT	GENERAL COUNSEL	0.50	Key Emp	$0	$110,560	$927,285
LANG KEVIN	VP-AMBULATORY SVS	50.00	Key Emp	$0	$98,879	$584,144
LUND JOSHUA S	AVP SUPPLY CHAIN	25.00	Key Emp	$0	$44,899	$275,080
MARKOVICH SUSAN	EXEC DIR-CRITICAL CARE	40.00	Key Emp	$291,541	$51,300	$342,841
NATION ISLA A	AVP-PERIOPERATIVE SVC	40.00	Key Emp	$271,963	$41,566	$313,529
NORTON LIZETTE	VP HRM ADMINISTRATION	1.00	Key Emp	$0	$87,089	$450,131
OLIVER NOVE	EXEC DIRECTOR-MEDICAL LAB	40.00	Key Emp	$208,132	$48,483	$256,615
SECOR LUCAS	VP REVENUE CYCLE	25.00	Key Emp	$0	$80,264	$442,975
CAOKURT D	DIRECTOR-CRNA SERVICES	40.00	Highest	$458,159	$66,177	$524,336
CHRISTENSENJASEN PAUL	NURSE ANESTHETIST-CRNA	40.00	Highest	$304,132	$40,486	$344,618
DONKOR KOFI	PHARMACIST-SUPERVISOR	40.00	Highest	$281,883	$54,557	$336,440
LEEWONHYE	CLINICAL NURSE B	1.00	Highest	$340,203	$62,578	$402,781
PATYAL BALDEV	CHIEF PHYSICIST	40.00	Highest	$317,903	$59,552	$377,455

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	No data	No data	No data	No data
2024	$1,837,146,383	$1,740,496,555	$3,888,853,540	$96,649,828
2024	$1,837,146,383	$1,740,496,555	$3,888,853,540	$96,649,828
2023	$1,582,242,737	$1,632,799,483	$3,304,698,702	$-50,556,746
2022	$1,537,123,712	$1,520,309,682	$2,745,459,187	$16,814,030
2021	$1,419,453,081	$1,280,352,922	$3,467,030,761	$139,100,159
2020	$1,439,173,552	$1,368,047,304	$4,179,992,277	$71,126,248
2019	$1,377,507,437	$1,350,950,703	$4,720,802,394	$26,556,734
2018	$1,312,196,531	$1,204,730,445	$3,658,896,248	$107,466,086

LOMA LINDA UNIVERSITY MEDICAL CENTER