LOMA LINDA UNIVERSITY Charity Report

Public IRS 990 nonprofit record

LOMA LINDA UNIVERSITY

EIN 95-1816009 · Education (B430)

What they do

LOMA LINDA UNIVERSITY, A SEVENTH-DAY ADVENTIST CHRISTIAN HEALTH SCIENCES INSTITUTION, SEEKS to FURTHER THE HEALING and TEACHING MINISTRY of JESUS CHRIST "TO MAKE MAN WHOLE" BY: - 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.

Before you give

Should I give to this charity?

Easy charity check

Look at where the money went

Of every $100 spent, about $66.70 was reported for mission work. Use the spending picture below and ask what results that work produced.

Plain answer: A tax form cannot prove that a charity is doing good. It can show how the charity says it spent its money—and point out questions you should ask.

Basic facts we verified

IRS warning checkNo IRS revocation warning appears in this data.

Money report from 2024The charity has a recent tax report to read.

They explain their jobThe charity tells us what it is trying to do.

They name their leaders62 people are listed in the latest report.

You can reach themThey list contact information, so you can ask questions.

Money made simple

64.90%of revenue went to mission work66.7% of expenses · Program services

1.40%of revenue went to fundraising1.4% of expenses

$97.36spent for every $100 of revenueRevenue covered expenses this year.

31.07%of revenue went to management and office costs31.9% of expenses

$5.56in assets for every $1 spent this yearSome assets cannot be spent right away.

9.1%of its money came from giftsOther money may come from services or investments.

Ask these three easy questions

Who did you help? Ask for a recent story or report that shows real results.
What will my money do? Ask exactly what your gift will pay for.
Is this really the charity? Give only through its official website or confirmed phone number.

Pay context: The highest compensation shown in this filing is $529,787 for ALAN HERFORD (PROGRAM DIRECTOR 2). Compare pay with organizations of similar size and complexity.

Bottom line: Do not decide from a name, mission statement, or tax status alone. Look at where the money went, then ask what changed, who was helped, and what your gift will do. YouCanGiveBack does not endorse or grade organizations.

Money

Financial picture

Tax year 2024

A plain-language look at the latest Form 990 figures available. These numbers help you ask better questions; they do not, by themselves, rate whether a charity is good or bad.

$100revenue

How each $100 of revenue was used

The large number compares each expense with revenue. The smaller number shows its share of total expenses.

Total reported revenue$405,184,983

Mission workProgram services$262,949,33564.90% of revenue66.7% of expenses

ManagementOffice and general costs$125,872,35431.07% of revenue31.9% of expenses

FundraisingAsking for donations$5,684,2321.40% of revenue1.4% of expenses

Revenue left after expensesReported annual surplus$10,679,0622.64% of revenueShown in gray on the chart

Total expenses$394,505,92197.36% of revenue

Gray means reported revenue left after expenses for this filing year. It does not necessarily mean cash sitting in a bank account.

Has the pattern changed?

Colored bars = expense mix: how each year’s expenses were divided. Total expenses vs. revenue shows whether the charity spent less or more than it received. The current filing is first.

YearExpense mixDetails

2024CurrentExpense mix: 66.7% mission · 31.9% management · 1.4% fundraisingTotal expenses: 97.36% of revenue

2023Expense mix: 69.4% mission · 29.3% management · 1.3% fundraisingTotal expenses: 95.73% of revenue

2022Expense mix: 67.7% mission · 31.0% management · 1.3% fundraisingTotal expenses: 106.68% of revenue

2021Expense mix: 68.5% mission · 30.0% management · 1.4% fundraisingTotal expenses: 88.81% of revenue

2020Expense mix: 76.1% mission · 22.8% management · 1.1% fundraisingTotal expenses: 93.69% of revenue

2019Expense mix: 76.0% mission · 23.7% management · 0.3% fundraisingTotal expenses: 130.14% of revenue

2018Expense mix: 77.6% mission · 22.2% management · 0.2% fundraisingTotal expenses: 91.17% of revenue

2017Expense mix: 76.8% mission · 22.7% management · 0.5% fundraisingTotal expenses: 92.21% of revenue

Money in and money out

Revenue$405,184,983

Expenses$394,505,921

Annual surplus $10,679,062 Revenue was higher than expenses for this filing year.

Reported spending amounts

Mission work means the Form 990 category called program services. These are reported accounting categories—not an independent measurement of results.

Mission work (program services)$262,949,335 · 66.7% of expenses

Management and office costs$125,872,354 · 31.9% of expenses

Fundraising$5,684,232 · 1.4% of expenses

See all reported dollar amounts

Revenue$405,184,983

Expenses$394,505,921

Assets$2,192,515,890

Income$804,174,801

Contributions$36,918,810

Mission work (program services)$262,949,335

Fundraising$5,684,232

Grants given$31,439,689

Average grant$532,876

Management and general$125,872,354

Stocks and bonds$339,061,785

Accounting fees$1,137,073

Investing fees$21,143,472

People

Leadership and board

Tax year 2024

Names, titles, time, and compensation below are reported by the organization on its Form 990.

People reported as paid

Person and titleCompensation

ALAN HERFORDPROGRAM DIRECTOR 2 · 50 hrs/week $529,787Base $474,321 · Other $55,466

CHI VIETASSISTANT PROFESSOR · 50 hrs/week $479,144Base $411,264 · Other $67,880

JAIME LOZADAPROGRAM DIRECTOR 2 · 50 hrs/week $441,120Base $395,722 · Other $45,398

ROBERT A HANDYSIDESDEAN-SCHOOL OF DENTISTRY · 50 hrs/week $409,046Base $358,730 · Other $50,316

IRIS HYUNJOO NAMDENTAL CLINIC PRACTITIONER · 50 hrs/week $377,430Base $335,448 · Other $41,982

CARLOS MORETTAASSISTANT PROFESSOR-PROG DIR · 50 hrs/week $374,672Base $325,937 · Other $48,735

SHAWN COLLINSDEAN-SCHOOL OF NURSING · 50 hrs/week $293,311Base $251,609 · Other $41,702

BEVERLY BUCKLESDEAN-SCHOOL OF BEHAVIORAL HEALTH · 50 hrs/week $279,197Base $252,474 · Other $26,723

ADAM ARECHIGADEAN-SCHOOL OF PUBLIC HEALTH · 50 hrs/week $241,674Base $202,824 · Other $38,850

HELEN HOPP MARSHAKASSOCIATE PROVOST · 50 hrs/week $198,735Base $172,085 · Other $26,650

ANGELA LALASCFO · 9 hrs/week $161,921Base · Other $161,921

TREVOR WRIGHTTRUSTEE (THRU 10/24) · 1 hrs/week $145,643Base · Other $145,643

Compensation alone does not tell whether pay is reasonable. Consider the charity’s size, work, location, and results.

See everyone listed on the board or leadership roster (62)

ALAN HERFORDPROGRAM DIRECTOR 2

CHI VIETASSISTANT PROFESSOR

JAIME LOZADAPROGRAM DIRECTOR 2

ROBERT A HANDYSIDESDEAN-SCHOOL OF DENTISTRY

IRIS HYUNJOO NAMDENTAL CLINIC PRACTITIONER

CARLOS MORETTAASSISTANT PROFESSOR-PROG DIR

SHAWN COLLINSDEAN-SCHOOL OF NURSING

BEVERLY BUCKLESDEAN-SCHOOL OF BEHAVIORAL HEALTH

ADAM ARECHIGADEAN-SCHOOL OF PUBLIC HEALTH

HELEN HOPP MARSHAKASSOCIATE PROVOST

ANGELA LALASCFO

TREVOR WRIGHTTRUSTEE (THRU 10/24)

RICHARD A HARTTRUSTEE, PRESIDENT

MARK HUBBARDASST SECRETARY

TAMARA THOMASDEAN-SCHOOL OF MEDICINE

RODNEY NEALSENIOR VP FINANCIAL AFFAIRS

ERIC SCHILTASST SECRETARY (AS OF 05/25)

ANTHONY HILLIARDTRUSTEE

LEW MOWERYASSISTANT SECRETARY

RONALD L CARTERPROVOST

DAVID P HARRISVICE PRESIDENT

MICHAEL SAMARDZIJAVP-RESEARCH AFFAIRS (THRU 10/24)

KARL HAFFNERVP-STUDENT SERVICES

HERBERT RUCKLETRUSTEE

ROBERT MARTINTRUSTEE

RICARDO PEVERINITRUSTEE

FRANCIS CHANTRUSTEE

TRAVIS LOSEY MDVP-RESEARCH AFFAIRS (AS OF 09/24)

PAUL HERRMANNTRUSTEE

KEVIN FISCHERASST SECRETARY (THRU 3/25)

MYRNA HANNACORPORATE SECRETARY

ANDREW RAYASST SECRETARY (AS OF 05/25)

KENNETH IWAKOSHIASSISTANT SECRETARY

RODNEY WEHTJETRUSTEE

STEVEN FILLERTRUSTEE

SANDRA ROBERTSTRUSTEE

SHERYL MOORHEADTRUSTEE

SHIRLEY CHANGTRUSTEE

ZENO CHARLES-MARCELTRUSTEE

TED WILSONTRUSTEE

THOMAS LEMONTRUSTEE

WAYNE HARRISTRUSTEE

WILFREDO COLONTRUSTEE

ZAREH SARRAFIANTRUSTEE

GARY THURBERTRUSTEE

ALBERT REECETRUSTEE

APRIL WILSONTRUSTEE

BARBARA MCKINNEYTRUSTEE

DANIEL DAWESTRUSTEE

ELLA SIMMONSTRUSTEE

ERTON KOHLERTRUSTEE

EUNMEE SHIMTRUSTEE

G ALEXANDER BRYANTTRUSTEE

ROBERT LEMONTRUSTEE

JENNIFER SACROTRUSTEE

JOSE LOREDOTRUSTEE

LAREN TANTRUSTEE

LISA BEARDSLEY-HARDYTRUSTEE

PAUL DOUGLASTRUSTEE

PETER N LANDLESSTRUSTEE

RANDY SCHELLTRUSTEE

RICHARD OSBORNTRUSTEE

About this charity

Recognized since: January 1950
Location: 11145 ANDERSON STREET 205, LOMA LINDA, CA 92350-1734
County: San Bernardino
In care of: LEW MOWERY
Primary officer: LEW MOWERY, VP FINANCE/ASST CORP SECRETARY

How to reach them

WebsiteVisit the charity’s website Emailwebsupport@llu.edu Phone(909) 558-4515

Filing and classification

Latest tax year: 2024
Tax period began: July 1, 2024
Return type: 990
Tax preparer: BAKER TILLY ADVISORY GROUP LP
NTEE classification: Education (B430)
Grant-giving organization: Yes