LOMA LINDA UNIVERSITY HEALTH (EIN 953804495) - 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

1982

Legal Domicile

Principal Officer

ANGELA M LALAS

Phone

9095584000

Tax Period

2023-07-01 to 2024-06-30

LOMA LINDA UNIVERSITY HEALTH, founded in 1982, is a mid-sized nonprofit that reported $43.1M in total revenue in fiscal year 2023.

Mission

THE PRIMARY PURPOSE OF LLUH IS TO HELP COORDINATE THE HEALING MINISTRY OF THE SEVENTH-DAY ADVENTIST CHURCH. THIS FUNCTION IS ACCOMPLISHED BY MANAGING THE VARIOUS SCHOOLS AND HOSPITALS OF LLUH'S CORE AND AFFILIATE ORGANIZATIONS.

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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 $43,093,978

Investment Income $3,145

Other Revenue $0

TOTAL REVENUE $43,097,123

Expense Breakdown

Grants Paid $0

Salaries & Benefits $20,315,180

Fundraising Expenses $683,610

Program Expenses $41,332,596

Other Expenses $22,115,182

TOTAL EXPENSES $42,430,362

Year-over-Year Comparison

	2023	2022	Change
Revenue	$43,097,123	$40,006,208	+0.1%
Expenses	$42,430,362	$40,006,208	+0.1%
Net Income	$666,761	$0	N/A

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

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

$4,829,641

Total Directors

$8,551,180

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
BEARDSLEY-HARDY LISA	TRUSTEE	1.00	Director	$0	$0	$0
BRYANT G ALEXANDER	TRUSTEE	1.00	Director	$0	$0	$0
CHAN FRANCIS	TRUSTEE	1.00	Director	$0	$42,800	$430,600
CHANG SHIRLEY	TRUSTEE	1.00	Director	$0	$0	$0
COLON WILFREDO	TRUSTEE	1.00	Director	$0	$0	$0
DAWES DANIEL	TRUSTEE	1.00	Director	$0	$0	$0
DOUGLAS PAUL	TRUSTEE	1.00	Director	$0	$0	$0
FILLER STEVEN	TRUSTEE	1.00	Director	$0	$0	$0
HARRIS WAYNE	TRUSTEE	1.00	Director	$0	$0	$0
HART RICHARD HENRY	PRESIDENT & CEO	1.00	Officer Director	$731,774	$118,416	$850,190
HERRMAN PAUL	TRUSTEE	1.00	Director	$0	$45,300	$476,010
HILLIARD ANTHONY	TRUSTEE	1.00	Director	$0	$46,800	$898,128
KOHLER ERTON	TRUSTEE	1.00	Director	$0	$0	$0
LANDLESS PETER	TRUSTEE	1.00	Director	$0	$0	$0
LEMON ROBERT	TRUSTEE	1.00	Director	$0	$0	$0
LEMONTHOMAS	TRUSTEE	1.00	Director	$0	$0	$0
LOREDO JOSE	TRUSTEE	1.00	Director	$0	$42,800	$393,051
MARTIN ROBERT	TRUSTEE	1.00	Director	$0	$46,800	$1,285,632
MCKINNEY BARBARA	TRUSTEE	1.00	Director	$0	$0	$0
MINOR PATRICK	TRUSTEE	1.00	Director	$0	$0	$0
MOORHEAD SHERYL	TRUSTEE	1.00	Director	$0	$0	$0
PEVERINI RICARDO	TRUSTEE	1.00	Director	$0	$45,800	$790,800
REECE ALBERT	TRUSTEE	1.00	Director	$0	$0	$0
ROBERTS SANDRA	TRUSTEE	1.00	Director	$0	$0	$0
RUCKLE HERBERT	TRUSTEE	1.00	Director	$0	$47,300	$843,250
SACRO JENNIFER	TRUSTEE	1.00	Director	$0	$0	$0
SARRAFIAN ZAREH	TRUSTEE	1.00	Director	$0	$0	$0
SCHELL RANDY	TRUSTEE	1.00	Director	$0	$0	$0
SHIM EUNMEE	TRUSTEE	1.00	Director	$0	$0	$0
SIMMONS ELLA	TRUSTEE	1.00	Director	$0	$0	$0
THOMAS TAMARA	EVP-MEDICAL AFFAIRS	1.00	Officer Director	$754,825	$108,377	$863,202
THUBER GARY	TRUSTEE	1.00	Director	$0	$0	$0
WEHTJE RODNEW	TRUSTEE	1.00	Director	$0	$0	$0
WILSON APRIL	TRUSTEE	1.00	Director	$0	$35,842	$303,689
WILSON TED	TRUSTEE	1.00	Director	$0	$0	$0
WRIGHT TREVOR G	EVP-HOSPITAL AFFAIRS	1.00	Officer Director	$1,248,029	$168,599	$1,416,628
CARTER RONALD L	EVP-UNIVERSITY AFFAIRS	1.00	Officer	$393,618	$74,772	$468,390
LALAS ANGELA M	EVP-FINANCE/CFO	1.00	Officer	$1,081,663	$149,568	$1,231,231
BAKER PETER	SVP-CHILDREN'S HOSPITAL	1.00	Highest	$769,038	$134,530	$903,568
BUSSELL RACHELLE	SVP ADVANCEMENT	1.00	Highest	$601,022	$103,429	$704,451
EDWARDS LYNDON	SVP-HOSPITAL OPERATIONS	1.00	Highest	$889,197	$136,930	$1,026,127
HANSEN KENT	GENERAL COUNSEL	1.00	Highest	$816,725	$110,560	$927,285
HUBBARD MARK L	SVP RISK MGMT	1.00	Highest	$722,846	$112,398	$835,244

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	$43,097,123	$42,430,362	$23,519,463	$666,761
2023	$40,006,208	$40,006,208	$26,145,975	No data
2022	$36,159,382	$36,303,417	$21,706,335	$-144,035
2021	$32,964,289	$32,660,999	$16,970,840	$303,290
2020	$36,384,264	$36,760,033	$35,589,720	$-375,769
2019	$29,487,505	$31,642,310	$28,310,811	$-2,154,805
2018	$27,812,472	$28,531,835	$22,559,377	$-719,363

LOMA LINDA UNIVERSITY HEALTH