TY 2024 Form 990

- TIN:

Form990

Department of the TreasuryInternal Revenue Service

Return of Organization Exempt From Income Tax

Under section 501(c), 527, or 4947(a)(1) of the Internal Revenue Code (except private foundations)

Do not enter social security numbers on this form as it may be made public.

Go to www.irs.gov/Form990 for instructions and the latest information.

OMB No. 1545-0047

2024

Open to Public Inspection

A For the 2024 calendar year, or tax year beginning 07-01-2024 , and ending 06-30-2025

BCheck if applicable: Address change Name change Initial return Final return/terminated Amended return Application pending

CName of organization
LOMA LINDA UNIVERSITY

Doing business as

Number and street (or P.O. box if mail is not delivered to street address)
11145 ANDERSON STREET 205

Room/suite

City or town, state or province, country, and ZIP or foreign postal code
LOMA LINDA, CA92350

D Employer identification number

95-1816009

E Telephone number

G Gross receipts $ 804,174,801

F Name and address of principal officer:
RICHARD H HART
11175 CAMPUS ST STE 11006
LOMA LINDA,CA92350

Tax-exempt status: 501(c)(3) 501(c) ( ) (insert no.) 4947(a)(1) or 527

Website:

WWW.LLU.EDU

H(a)

Is this a group return for
subordinates? Yes No

H(b)

Are all subordinates
included?

Yes No

If "No," attach a list. See instructions.

H(c)

Group exemption number 1071

K Form of organization: Corporation Trust Association Other

L Year of formation: 1910

M State of legal domicile: CA

Part I

Summary

1	Briefly describe the organization’s mission or most significant activities: 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.
2	Check this box
3	Number of voting members of the governing body (Part VI, line 1a) ........	3	37
4	Number of independent voting members of the governing body (Part VI, line 1b) .....	4	29
5	Total number of individuals employed in calendar year 2024 (Part V, line 2a) ......	5	2,752
6	Total number of volunteers (estimate if necessary) .............	6	2,302
7a	Total unrelated business revenue from Part VIII, column (C), line 12 ........	7a	1,395,628
b	Net unrelated business taxable income from Form 990-T, Part I, line 11 .........	7b	0

		Prior Year	Current Year
8	Contributions and grants (Part VIII, line 1h) .........	35,014,531	36,918,810
9	Program service revenue (Part VIII, line 2g) .........	265,600,760	283,917,620
10	Investment income (Part VIII, column (A), lines 3, 4, and 7d ) ....	66,422,574	52,846,537
11	Other revenue (Part VIII, column (A), lines 5, 6d, 8c, 9c, 10c, and 11e)	30,768,666	31,502,016
12	Total revenue—add lines 8 through 11 (must equal Part VIII, column (A), line 12)	397,806,531	405,184,983
13	Grants and similar amounts paid (Part IX, column (A), lines 1–3 )...	18,585,963	23,683,112
14	Benefits paid to or for members (Part IX, column (A), line 4).....	0	0
15	Salaries, other compensation, employee benefits (Part IX, column (A), lines 5–10)	183,511,032	185,207,918
16a	Professional fundraising fees (Part IX, column (A), line 11e) .....	0	0
b	Total fundraising expenses (Part IX, column (D), line 25) 5,684,232
17	Other expenses (Part IX, column (A), lines 11a–11d, 11f–24e)....	178,723,294	185,614,891
18	Total expenses. Add lines 13–17 (must equal Part IX, column (A), line 25)	380,820,289	394,505,921
19	Revenue less expenses. Subtract line 18 from line 12.......	16,986,242	10,679,062
		Beginning of Current Year	End of Year
20	Total assets (Part X, line 16).............	1,947,539,284	2,192,515,890
21	Total liabilities (Part X, line 26).............	1,065,914,072	1,286,660,743
22	Net assets or fund balances. Subtract line 21 from line 20.....	881,625,212	905,855,147

Part II

Signature Block

Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than officer) is based on all information of which preparer has any knowledge.

Sign Here

	Signature of officer	Date

	Type or print name and title

Paid Preparer Use Only

Print/Type preparer's name

Preparer's signature

Date

Check if
self-employed

PTIN

Firm's name

Firm's EIN

Firm's address

Phone no.

May the IRS discuss this return with the preparer shown above? See Instructions. ..........YesNo

For Paperwork Reduction Act Notice, see the separate instructions.

Cat. No. 11282Y Form 990 (2024)

Form 990 (2024)

Page 2

Part III

Statement of Program Service Accomplishments

Check if Schedule O contains a response or note to any line in this Part III..............

Briefly describe the organization’s mission: 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.

Did the organization undertake any significant program services during the year which were not listed on
the prior Form 990 or 990-EZ? ..................... Yes No

If "Yes," describe these new services on Schedule O.

Did the organization cease conducting, or make significant changes in how it conducts, any program
services? ........................... Yes No

If "Yes," describe these changes on Schedule O.

Describe the organization’s program service accomplishments for each of its three largest program services, as measured by expenses. Section 501(c)(3) and 501(c)(4) organizations are required to report the amount of grants and allocations to others, the total expenses, and revenue, if any, for each program service reported.


4a	(Code: ) (Expenses $ 77,618,150 including grants of $ 10,602,057 ) (Revenue $ 65,835,122 )
	LOMA LINDA UNIVERSITY SCHOOL OF MEDICINE OPENED IN 1909. IT HAS BEEN ACCREDITED SINCE THE 1920S AND IS A MEMBER OF THE AMERICAN ASSOCIATION OF MEDICAL SCHOOLS. THE SCHOOL TRAINS SKILLED MEDICAL PROFESSIONALS WITH A COMMITMENT TO CHRISTIAN SERVICE AND MANY OF THE 210 GRADUATES HAVE SPENT A YEAR OR MORE IN OVERSEAS MISSION SERVICE. MOST MEDICAL STUDENTS PARTICIPATE IN PROGRAMS THAT DELIVER MEDICAL CARE TO LOWER INCOME PEOPLE WHO HAVE LITTLE ACCESS TO BASIC MEDICAL CARE. ONE QUARTER OF THE PHYSICIANS IN CALIFORNIA'S "INLAND EMPIRE" ARE GRADUATES OF THE SCHOOL OF MEDICINE.

4b	(Code: ) (Expenses $ 65,477,440 including grants of $ 969,080 ) (Revenue $ 68,090,883 )
	THE SCHOOL OF DENTISTRY TRAINS STUDENTS IN THE DENTAL SCIENCES TO SERVE IN VARIOUS SETTINGS THROUGHOUT THE WORLD. DURING THE YEAR STUDENTS RECEIVED DEGREES IN DENTISTRY, DENTAL HYGIENE AND THE INTERNATIONAL DENTIST AND EIGHT POST GRADUATE PROGRAMS. THERE WERE MORE THAN 90,000 PATIENT VISITS IN VARIOUS CLINICS WHERE STUDENTS HONE THEIR CLINICAL SKILLS AND PREPARE FOR BOARD EXAMINATIONS. STUDENTS VOLUNTEER FOR SERVICE IN MOBILE CLINICS, HEALTH FAIRS, AND COMMUNITY CLINICS. DENTAL FACULTY ARE ACTIVE IN ADVANCING KNOWLEDGE THROUGH INTERNATIONAL LECTURES.

4c	(Code: ) (Expenses $ 24,913,845 including grants of $ 500,180 ) (Revenue $ 27,094,304 )
	SCHOOL OF ALLIED HEALTH PROFESSIONS PREPARES GRADUATES TO BE EMPLOYEES OF CHOICE FOR PREMIER ORGANIZATIONS AROUND THE WORLD BY PROVIDING THEM WITH PRACTICAL LEARNING EXPERIENCES THROUGH PARTNERSHIPS WITH THOSE OPEN TO SHARING OUR VISION. SINCE 1966 THE SCHOOL HAS BEEN TRAINING HIGHLY SKILLED AND DEDICATED HEALTH CARE PROFESSIONALS IN MANY FIELDS. WHATEVER THEIR SPECIALTY, GRADUATES ENJOY JOB SECURITY, GOOD PAYING WAGES, AND THE PLEASURES OF A PERSONALLY REWARDING CAREER. THE SCHOOL OFFERS OVER FIFTY SPECIALIZED HEALTH CARE DEGREE OPTIONS IN THE FIELDS OF CARDIOPULMONARY SCIENCES, CLINICAL LABORATORY SCIENCES, COMMUNICATION SCIENCES AND DISORDERS, HEALTH INFOMATICS AND INFORMATION MANAGEMENT AND ADMINISTRATION, NUTRITION AND DIETETICS, OCCUPATIONAL THERAPY, ORTHOTICS AND PROSTHETICS, PHYSICAL THERAPY, PHYSICIAN ASSISTANT SCIENCES, AND RADIATION TECHNOLOGY.

	(Code: ) (Expenses $ 94,939,900 including grants of $ 11,611,795 ) (Revenue $ 122,897,311 )
	LLU OPERATES SEVERAL PROFESSIONAL SCHOOLSINCLUDING BEHAVIORAL HEALTH, NURSING, PUBLIC HEALTH, PHARMACY, AND RELIGIONSUPPORTED BY A COMPREHENSIVE NETWORK OF AUXILIARY AND ADMINISTRATIVE SERVICES. THESE ACTIVITIES INCLUDE ACADEMIC AND STUDENT AFFAIRS, MANAGEMENT OF ATHLETIC AND MAINTENANCE FACILITIES (INCLUDING A CO-GENERATION UTILITY), AND THE OPERATION OF CAMPUS AMENITIES SUCH AS FOOD SERVICES, A BOOKSTORE, AND A MARKET. ADDITIONALLY, THE ORGANIZATION'S INTEGRATED FOUNDATION DIVISION PROVIDES PROFESSIONAL OVERSIGHT OF TRUST AND ENDOWMENT PORTFOLIOS, REAL ESTATE HOLDINGS, AND CORE INSTITUTIONAL FUNCTIONS INCLUDING FINANCIAL ADMINISTRATION AND INFORMATION SYSTEMS.

4d	Other program services (Describe in Schedule O.)
	(Expenses $ 94,939,900 including grants of $ 11,611,795 ) (Revenue $ 122,897,311 )
4e	Total program service expenses262,949,335

Form 990 (2024)

Page 3

Part IV

Checklist of Required Schedules

Yes

Is the organization described in section 501(c)(3) or 4947(a)(1) (other than a private foundation)? If "Yes," complete Schedule A Click to see attachment

List of Attached Documents:

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.....................

Yes

Is the organization required to complete Schedule B, Schedule of Contributors? See instructions. Click to see attachment

List of Attached Documents:

// Content

...

Yes

Did the organization engage in direct or indirect political campaign activities on behalf of or in opposition to candidates for public office? If "Yes," complete Schedule C, Part I.............

Section 501(c)(3) organizations. Did the organization engage in lobbying activities, or have a section 501(h) election in effect during the tax year? If "Yes," complete Schedule C, Part II.........

Is the organization a section 501(c)(4), 501(c)(5), or 501(c)(6) organization that receives membership dues, assessments, or similar amounts as defined in Rev. Proc. 98-19? If "Yes," complete Schedule C, Part III..

Did the organization maintain any donor advised funds or any similar funds or accounts for which donors have the right to provide advice on the distribution or investment of amounts in such funds or accounts? If "Yes," complete Schedule D, Part I Click to see attachment

List of Attached Documents:

// Content

.........................

Yes

Did the organization receive or hold a conservation easement, including easements to preserve open space,
the environment, historic land areas, or historic structures? If "Yes," complete Schedule D, Part II Click to see attachment

List of Attached Documents:

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....

Did the organization maintain collections of works of art, historical treasures, or other similar assets? If "Yes,"
complete Schedule D, Part III Click to see attachment

List of Attached Documents:

// Content

..............

Yes

Did the organization report an amount in Part X, line 21 for escrow or custodial account liability; serve as a custodian for amounts not listed in Part X; or provide credit counseling, debt management, credit repair, or debt negotiation services? If "Yes," complete Schedule D, Part IV Click to see attachment

List of Attached Documents:

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..............

Did the organization, directly or through a related organization, hold assets in temporarily restricted endowments, permanent endowments, or quasi endowments? If "Yes," complete Schedule D, Part V......

Yes

If the organization’s answer to any of the following questions is "Yes," then complete Schedule D, Parts VI, VII, VIII, IX, or X, as applicable.

Did the organization report an amount for land, buildings, and equipment in Part X, line 10? If "Yes," complete
Schedule D, Part VI. Click to see attachment

List of Attached Documents:

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...................

11a

Yes

Did the organization report an amount for investments—other securities in Part X, line 12 that is 5% or more of its total assets reported in Part X, line 16? If "Yes," complete Schedule D, Part VII Click to see attachment

List of Attached Documents:

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.......

11b

Yes

Did the organization report an amount for investments—program related in Part X, line 13 that is 5% or more of its total assets reported in Part X, line 16? If "Yes," complete Schedule D, Part VIII Click to see attachment

List of Attached Documents:

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.......

11c

Did the organization report an amount for other assets in Part X, line 15 that is 5% or more of its total assets reported in Part X, line 16? If "Yes," complete Schedule D, Part IX Click to see attachment

List of Attached Documents:

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............

11d

Yes

Did the organization report an amount for other liabilities in Part X, line 25? If "Yes," complete Schedule D, Part X Click to see attachment

List of Attached Documents:

// Content

11e

Yes

Did the organization’s separate or consolidated financial statements for the tax year include a footnote that addresses the organization’s liability for uncertain tax positions under FIN 48 (ASC 740)? If "Yes," complete Schedule D, Part X Click to see attachment

List of Attached Documents:

// Content

11f

12a

Did the organization obtain separate, independent audited financial statements for the tax year? If "Yes," complete
Schedule D, Parts XI and XII Click to see attachment

List of Attached Documents:

// Content

......................

12a

Was the organization included in consolidated, independent audited financial statements for the tax year? If "Yes," and if the organization answered "No" to line 12a, then completing Schedule D, Parts XI and XII is optional Click to see attachment

List of Attached Documents:

// Content

12b

Yes

Is the organization a school described in section 170(b)(1)(A)(ii)? If "Yes," complete Schedule E Click to see attachment

List of Attached Documents:

// Content

Yes

14a

Did the organization maintain an office, employees, or agents outside of the United States? .....

14a

Yes

Did the organization have aggregate revenues or expenses of more than $10,000 from grantmaking, fundraising, business, investment, and program service activities outside the United States, or aggregate foreign investments valued at $100,000 or more? If "Yes," complete Schedule F, Parts I and IV......... Click to see attachment

List of Attached Documents:

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14b

Yes

Did the organization report on Part IX, column (A), line 3, more than $5,000 of grants or other assistance to or for any foreign organization? If “Yes,” complete Schedule F, Parts II and IV..... Click to see attachment

List of Attached Documents:

// Content

Did the organization report on Part IX, column (A), line 3, more than $5,000 of aggregate grants or other assistance to or for foreign individuals? If “Yes,” complete Schedule F, Parts III and IV... Click to see attachment

List of Attached Documents:

// Content

Did the organization report a total of more than $15,000 of expenses for professional fundraising services on Part IX, column (A), lines 6 and 11e? If "Yes," complete Schedule G, Part I. See instructions. ....

Did the organization report more than $15,000 total of fundraising event gross income and contributions on Part VIII, lines 1c and 8a? If "Yes," complete Schedule G, Part II............

Did the organization report more than $15,000 of gross income from gaming activities on Part VIII, line 9a? If "Yes," complete Schedule G, Part III...................

20a

Did the organization operate one or more hospital facilities? If "Yes," complete Schedule H....

20a

If "Yes" to line 20a, did the organization attach a copy of its audited financial statements to this return?

20b

Did the organization report more than $5,000 of grants or other assistance to any domestic organization or domestic government on Part IX, column (A), line 1? If “Yes,” complete Schedule I, Parts I and II..... Click to see attachment

List of Attached Documents:

// Content

Yes

Form 990 (2024)

Page 4

Part IV

Checklist of Required Schedules (continued)

Yes

Did the organization report more than $5,000 of grants or other assistance to or for domestic individuals on Part IX, column (A), line 2? If “Yes,” complete Schedule I, Parts I and III........ Click to see attachment

List of Attached Documents:

// Content

Yes

Did the organization answer "Yes" to Part VII, Section A, line 3, 4, or 5, about compensation of the organization’s current and former officers, directors, trustees, key employees, and highest compensated employees? If "Yes," complete Schedule J....................... Click to see attachment

List of Attached Documents:

// Content

Yes

24a

Did the organization have a tax-exempt bond issue with an outstanding principal amount of more than $100,000 as of the last day of the year, that was issued after December 31, 2002? If “Yes,” answer lines 24b through 24d and complete Schedule K. If “No,” go to line 25a............... Click to see attachment

List of Attached Documents:

// Content

24a

Yes

Did the organization invest any proceeds of tax-exempt bonds beyond a temporary period exception?...

24b

Did the organization maintain an escrow account other than a refunding escrow at any time during the year
to defease any tax-exempt bonds? ...............

24c

Did the organization act as an "on behalf of" issuer for bonds outstanding at any time during the year?...

24d

25a

Section 501(c)(3), 501(c)(4), and 501(c)(29) organizations. Did the organization engage in an excess benefit transaction with a disqualified person during the year? If "Yes," complete Schedule L, Part I .... Click to see attachment

List of Attached Documents:

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25a

Is the organization aware that it engaged in an excess benefit transaction with a disqualified person in a prior year, and that the transaction has not been reported on any of the organization’s prior Forms 990 or 990-EZ? If "Yes," complete Schedule L, Part I....................... Click to see attachment

List of Attached Documents:

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25b

Did the organization report any amount on Part X, line 5 or 22 for receivables from or payables to any current or former officer, director, trustee, key employee, creator or founder, substantial contributor, or 35% controlled entity or family member of any of these persons? If "Yes," complete Schedule L, Part II Click to see attachment

List of Attached Documents:

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...........

Did the organization provide a grant or other assistance to any current or former officer, director, trustee, key employee, creator or founder, substantial contributor, or employee thereof, a grant selection committee member, or to a 35% controlled entity (including an employee thereof) or family member of any of these persons?

If "Yes," complete

Schedule L, Part III Click to see attachment

List of Attached Documents:

// Content

.........................

Was the organization a party to a business transaction with one of the following parties (see the Schedule L, Part IV instructions for applicable filing thresholds, conditions, and exceptions):

A current or former officer, director, trustee, key employee, creator or founder, or substantial contributor? If "Yes," complete Schedule L, Part IV...................... Click to see attachment

List of Attached Documents:

// Content

28a

A family member of any individual described in line 28a? If "Yes," complete Schedule L, Part IV..... Click to see attachment

List of Attached Documents:

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28b

Yes

A 35% controlled entity of one or more individuals and/or organizations described in line 28a or 28b? If "Yes," complete Schedule L, Part IV.....................

28c

Did the organization receive more than $25,000 in non-cash contributions? If "Yes," complete Schedule M.. Click to see attachment

List of Attached Documents:

// Content

Yes

Did the organization receive contributions of art, historical treasures, or other similar assets, or qualified conservation contributions? If "Yes," complete Schedule M ................. Click to see attachment

List of Attached Documents:

// Content

Did the organization liquidate, terminate, or dissolve and cease operations? If "Yes," complete Schedule N, Part I

Did the organization sell, exchange, dispose of, or transfer more than 25% of its net assets? If "Yes," complete Schedule N, Part II........................

Did the organization own 100% of an entity disregarded as separate from the organization under Regulations sections 301.7701-2 and 301.7701-3? If "Yes," complete Schedule R, Part I............ Click to see attachment

List of Attached Documents:

// Content

Yes

Was the organization related to any tax-exempt or taxable entity? If "Yes," complete Schedule R, Part II, III, or IV, and Part V, line 1......................... Click to see attachment

List of Attached Documents:

// Content

Yes

35a

Did the organization have a controlled entity within the meaning of section 512(b)(13)?

35a

Yes

If ‘Yes’ to line 35a, did the organization receive any payment from or engage in any transaction with a controlled entity within the meaning of section 512(b)(13)? If "Yes," complete Schedule R, Part V, line 2 ... Click to see attachment

List of Attached Documents:

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35b

Yes

Section 501(c)(3) organizations. Did the organization make any transfers to an exempt non-charitable related organization? If "Yes," complete Schedule R, Part V, line 2............. Click to see attachment

List of Attached Documents:

// Content

Did the organization conduct more than 5% of its activities through an entity that is not a related organization and that is treated as a partnership for federal income tax purposes? If "Yes," complete Schedule R, Part VI Click to see attachment

List of Attached Documents:

// Content

Did the organization complete Schedule O and provide explanations on Schedule O for Part VI, lines 11b and 19? Note. All Form 990 filers are required to complete Schedule O. ............

Yes

Part V

Statements Regarding Other IRS Filings and Tax Compliance
Check if Schedule O contains a response or note to any line in this Part V...........

Yes

Enter the number reported in box 3 of Form 1096. Enter -0- if not applicable ..

Enter the number of Forms W-2G included on line 1a. Enter -0- if not applicable .

Did the organization comply with backup withholding rules for reportable payments to vendors and reportable gaming (gambling) winnings to prize winners? ..................

Yes

Form 990 (2024)

Page 5

Part V

Statements Regarding Other IRS Filings and Tax Compliance (continued)

Enter the number of employees reported on Form W-3, Transmittal of Wage and
Tax Statements, filed for the calendar year ending with or within the year covered by this return ..................

2,752

If at least one is reported on line 2a, did the organization file all required federal employment tax returns?

Yes

Did the organization have unrelated business gross income of $1,000 or more during the year?...

Yes

If “Yes,” has it filed a Form 990-T for this year? If “No” to line 3b, provide an explanation in Schedule O...

Yes

At any time during the calendar year, did the organization have an interest in, or a signature or other authority over, a financial account in a foreign country (such as a bank account, securities account, or other financial account)? ..

If "Yes," enter the name of the foreign country:
See instructions for filing requirements for FinCEN Form 114, Report of Foreign Bank and Financial Accounts (FBAR).

Was the organization a party to a prohibited tax shelter transaction at any time during the tax year? ..

Did any taxable party notify the organization that it was or is a party to a prohibited tax shelter transaction?

If "Yes," to line 5a or 5b, did the organization file Form 8886-T? ............

Does the organization have annual gross receipts that are normally greater than $100,000, and did the organization solicit any contributions that were not tax deductible as charitable contributions? ...

If "Yes," did the organization include with every solicitation an express statement that such contributions or gifts were not tax deductible? ......................

Organizations that may receive deductible contributions under section 170(c).

Did the organization receive a payment in excess of $75 made partly as a contribution and partly for goods and services provided to the payor? ....................

Yes

If "Yes," did the organization notify the donor of the value of the goods or services provided? .....

Yes

Did the organization sell, exchange, or otherwise dispose of tangible personal property for which it was required to file Form 8282? .........................

If "Yes," indicate the number of Forms 8282 filed during the year ....

Did the organization receive any funds, directly or indirectly, to pay premiums on a personal benefit contract?

Did the organization, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ..

If the organization received a contribution of qualified intellectual property, did the organization file Form 8899 as required? ......................

If the organization received a contribution of cars, boats, airplanes, or other vehicles, did the organization file a Form 1098-C? ..........................

Sponsoring organizations maintaining donor advised funds. Did a donor advised fund maintained by the sponsoring organization have excess business holdings at any time during the year? ........

Sponsoring organizations maintaining donor advised funds.

Did the sponsoring organization make any taxable distributions under section 4966?........

Did the sponsoring organization make a distribution to a donor, donor advisor, or related person?...

Section 501(c)(7) organizations. Enter:

Initiation fees and capital contributions included on Part VIII, line 12 ...

10a

Gross receipts, included on Form 990, Part VIII, line 12, for public use of club facilities

10b

Section 501(c)(12) organizations. Enter:

Gross income from members or shareholders .........

11a

Gross income from other sources. (Do not net amounts due or paid to other sources against amounts due or received from them.) ..........

11b

12a

Section 4947(a)(1) non-exempt charitable trusts. Is the organization filing Form 990 in lieu of Form 1041?

12a

If "Yes," enter the amount of tax-exempt interest received or accrued during the year.

12b

Section 501(c)(29) qualified nonprofit health insurance issuers.

Is the organization licensed to issue qualified health plans in more than one state? .........
Note. See the instructions for additional information the organization must report on Schedule O.

13a

Enter the amount of reserves the organization is required to maintain by the states in which the organization is licensed to issue qualified health plans ....

13b

Enter the amount of reserves on hand ............

13c

14a

Did the organization receive any payments for indoor tanning services during the tax year?.....

14a

If "Yes," has it filed a Form 720 to report these payments? If "No," provide an explanation in Schedule O..

14b

Is the organization subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or excess parachute payment(s) during the year? ....................
If "Yes," see the instructions and file Form 4720, Schedule N.

Is the organization an educational institution subject to the section 4968 excise tax on net investment income? ..
If "Yes," complete Form 4720, Schedule O.

Section 501(c)(21) organizations. Did the trust, or any disqualified or other person engage in any activities that would result in the imposition of an excise tax under section 4951, 4952, or 4953? ..
If "Yes," complete Form 6069.

Form 990 (2024)

Page 6

Part VI

Governance, Management, and Disclosure. For each "Yes" response to lines 2 through 7b below, and for a "No" response to lines 8a, 8b, or 10b below, describe the circumstances, processes, or changes in Schedule O. See instructions.

Check if Schedule O contains a response or note to any line in this Part VI..............

Section A. Governing Body and Management

Yes

Enter the number of voting members of the governing body at the end of the tax year

If there are material differences in voting rights among members of the governing body, or if the governing body delegated broad authority to an executive committee or similar committee, explain in Schedule O.

Enter the number of voting members included in line 1a, above, who are independent

Did any officer, director, trustee, or key employee have a family relationship or a business relationship with any other officer, director, trustee, or key employee? .................

Yes

Did the organization delegate control over management duties customarily performed by or under the direct supervision of officers, directors or trustees, or key employees to a management company or other person? .

Yes

Did the organization make any significant changes to its governing documents since the prior Form 990 was filed? .

Did the organization become aware during the year of a significant diversion of the organization’s assets? .

Did the organization have members or stockholders? ................

Yes

Did the organization have members, stockholders, or other persons who had the power to elect or appoint one or more members of the governing body? ....................

Yes

Are any governance decisions of the organization reserved to (or subject to approval by) members, stockholders, or persons other than the governing body? ...................

Yes

Did the organization contemporaneously document the meetings held or written actions undertaken during the year by the following:

The governing body? .......................

Yes

Each committee with authority to act on behalf of the governing body? ............

Yes

Is there any officer, director, trustee, or key employee listed in Part VII, Section A, who cannot be reached at the organization’s mailing address? If "Yes," provide the names and addresses in Schedule O.......

Section B. Policies (This Section B requests information about policies not required by the Internal Revenue Code.)

Yes

10a

Did the organization have local chapters, branches, or affiliates? ............

10a

If "Yes," did the organization have written policies and procedures governing the activities of such chapters, affiliates, and branches to ensure their operations are consistent with the organization's exempt purposes?

10b

11a

Has the organization provided a complete copy of this Form 990 to all members of its governing body before filing the form? ............................

11a

Yes

Describe on Schedule O the process, if any, used by the organization to review this Form 990. .....

12a

Did the organization have a written conflict of interest policy? If "No," go to line 13.......

12a

Yes

Were officers, directors, or trustees, and key employees required to disclose annually interests that could give rise to conflicts? ..........................

12b

Yes

Did the organization regularly and consistently monitor and enforce compliance with the policy? If "Yes," describe on Schedule O how this was done...................

12c

Yes

Did the organization have a written whistleblower policy? ...............

Yes

Did the organization have a written document retention and destruction policy? .........

Yes

Did the process for determining compensation of the following persons include a review and approval by independent persons, comparability data, and contemporaneous substantiation of the deliberation and decision?

The organization’s CEO, Executive Director, or top management official ...........

15a

Other officers or key employees of the organization ................

15b

Yes

If "Yes" to line 15a or 15b, describe the process on Schedule O. See instructions.

16a

Did the organization invest in, contribute assets to, or participate in a joint venture or similar arrangement with a taxable entity during the year? ......................

16a

Yes

If "Yes," did the organization follow a written policy or procedure requiring the organization to evaluate its participation in joint venture arrangements under applicable federal tax law, and take steps to safeguard the organization’s exempt status with respect to such arrangements? ............

16b

Yes

Section C. Disclosure

List the states with which a copy of this Form 990 is required to be filed

Section 6104 requires an organization to make its Form 1023 (1024 or 1024-A, if applicable), 990, and 990-T (section 501(c)(3)s only) available for public inspection. Indicate how you made these available. Check all that apply.

Own website Another's website Upon request Other (explain in Schedule O)

Describe in Schedule O whether (and if so, how) the organization made its governing documents, conflict of interest policy, and financial statements available to the public during the tax year.

State the name, address, and telephone number of the person who possesses the organization's books and records:
LEW MOWERY VP FINANCEASST CORP SECRETARY11145 ANDERSON STREET 205 LOMA LINDA,CA92350 (909) 558-4000

Form 990 (2024)

Page 7

Part VII

Compensation of Officers, Directors,Trustees, Key Employees, Highest Compensated Employees, and Independent Contractors

Check if Schedule O contains a response or note to any line in this Part VII..............

Section A. Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees

1a Complete this table for all persons required to be listed. Report compensation for the calendar year ending with or within the organization’s tax year.
RoundBullet

List all of the organization’s current officers, directors, trustees (whether individuals or organizations), regardless of amount
of compensation. Enter -0- in columns (D), (E), and (F) if no compensation was paid.

List all of the organization’s current key employees, if any. See the instructions for definition of "key employee."

List the organization’s five current highest compensated employees (other than an officer, director, trustee or key employee)
who received reportable compensation (box 5 of Form W-2, box 6 of Form 1099-MISC, and/or box 1 of Form 1099-NEC) of more than $100,000 from the organization and any related organizations.

List all of the organization’s former officers, key employees, or highest compensated employees who received more than $100,000
of reportable compensation from the organization and any related organizations.

List all of the organization’s former directors or trustees that received, in the capacity as a former director or trustee of the
organization, more than $10,000 of reportable compensation from the organization and any related organizations.

See the instructions for the order in which to list the persons above.

Check this box if neither the organization nor any related organization compensated any current officer, director, or trustee.

(A) Name and title	(B) Average hours per week (list any hours for related organizations below dotted line)	(C) Position (do not check more than one box, unless person is both an officer and a director/trustee)		(D) Reportable compensation from the organization (W-2/1099-MISC/1099-NEC)	(E) Reportable compensation from related organizations (W-2/1099-MISC/1099-NEC)	(F) Estimated amount of other compensation from the organization and related organizations
(A) Name and title
(1) ANTHONY HILLIARD...................................................................... TRUSTEE	0.50 ................. 40.00	X		0	1,138,888	100,498
(2) TREVOR WRIGHT...................................................................... TRUSTEE (THRU 10/24)	1.00 ................. 40.00	X		0	940,241	145,643
(3) TAMARA THOMAS...................................................................... DEAN-SCHOOL OF MEDICINE	50.00 ................. 1.00	X		0	926,529	119,010
(4) ROBERT MARTIN...................................................................... TRUSTEE	1.00 ................. 40.00	X		0	939,841	47,600
(5) RICHARD A HART...................................................................... TRUSTEE, PRESIDENT	25.00 ................. 26.00	X	X	0	787,218	127,421
(6) RICARDO PEVERINI...................................................................... TRUSTEE	1.00 ................. 40.00	X		0	802,500	47,600
(7) HERBERT RUCKLE...................................................................... TRUSTEE	1.00 ................. 40.00	X		0	788,000	50,100
(8) FRANCIS CHAN...................................................................... TRUSTEE	0.50 ................. 40.00	X		0	473,528	47,600
(9) PAUL HERRMANN...................................................................... TRUSTEE	0.50 ................. 40.00	X		0	447,801	47,100
(10) LISA BEARDSLEY-HARDY...................................................................... TRUSTEE	1.00 ................. 1.00	X		0	0	0
(11) G ALEXANDER BRYANT...................................................................... TRUSTEE	1.00 ................. 1.00	X		0	0	0
(12) SHIRLEY CHANG...................................................................... TRUSTEE	1.00 ................. 1.00	X		0	0	0
(13) ZENO CHARLES-MARCEL...................................................................... TRUSTEE	1.00 ................. 0.00	X		0	0	0
(14) WILFREDO COLON...................................................................... TRUSTEE	0.50 ................. 1.00	X		0	0	0
(15) DANIEL DAWES...................................................................... TRUSTEE	0.50 ................. 1.00	X		0	0	0
(16) PAUL DOUGLAS...................................................................... TRUSTEE	1.00 ................. 1.00	X		0	0	0
(17) STEVEN FILLER...................................................................... TRUSTEE	1.00 ................. 1.00	X		0	0	0

Form 990 (2024)

Page 8

Part VII

Section A. Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees (continued)

(A) Name and title	(B) Average hours per week (list any hours for related organizations below dotted line)	(C) Position (do not check more than one box, unless person is both an officer and a director/trustee)				(D) Reportable compensation from the organization (W-2/1099-MISC/1099-NEC)	(E) Reportable compensation from related organizations (W-2/1099-MISC/1099-NEC)	(F) Estimated amount of other compensation from the organization and related organizations
(A) Name and title
(18) WAYNE HARRIS........................................................................ TRUSTEE	0.50 .......................1.00	X				0	0	0
(19) ERTON KOHLER........................................................................ TRUSTEE	1.00 .......................1.00	X				0	0	0
(20) PETER N LANDLESS........................................................................ TRUSTEE	1.00 .......................1.00	X				0	0	0
(21) ROBERT LEMON........................................................................ TRUSTEE	1.00 .......................1.00	X				0	0	0
(22) THOMAS LEMON........................................................................ TRUSTEE	1.00 .......................1.00	X				0	0	0
(23) JOSE LOREDO........................................................................ TRUSTEE	0.50 .......................1.00	X				0	0	0
(24) BARBARA MCKINNEY........................................................................ TRUSTEE	1.00 .......................1.00	X				0	0	0
(25) SHERYL MOORHEAD........................................................................ TRUSTEE	1.00 .......................1.00	X				0	0	0
(26) RICHARD OSBORN........................................................................ TRUSTEE	1.00 .......................1.00	X				0	0	0
(27) ALBERT REECE........................................................................ TRUSTEE	0.50 .......................1.00	X				0	0	0
(28) SANDRA ROBERTS........................................................................ TRUSTEE	0.50 .......................1.00	X				0	0	0
(29) JENNIFER SACRO........................................................................ TRUSTEE	0.50 .......................1.00	X				0	0	0
(30) ZAREH SARRAFIAN........................................................................ TRUSTEE	1.00 .......................1.00	X				0	0	0
(31) RANDY SCHELL........................................................................ TRUSTEE	0.50 .......................1.00	X				0	0	0
(32) EUNMEE SHIM........................................................................ TRUSTEE	1.00 .......................1.00	X				0	0	0
(33) ELLA SIMMONS........................................................................ TRUSTEE	1.00 .......................1.00	X				0	0	0
(34) LAREN TAN........................................................................ TRUSTEE	1.00 .......................1.00	X				0	0	0
(35) GARY THURBER........................................................................ TRUSTEE	0.50 .......................1.00	X				0	0	0
(36) RODNEY WEHTJE........................................................................ TRUSTEE	0.50 .......................1.00	X				0	0	0
(37) APRIL WILSON........................................................................ TRUSTEE	0.50 .......................1.00	X				0	0	0
(38) TED WILSON........................................................................ TRUSTEE	1.00 .......................1.00	X				0	0	0
(39) RODNEY NEAL........................................................................ SENIOR VP FINANCIAL AFFAIRS	50.00 .......................2.00		X			0	444,311	104,437
(40) LEW MOWERY........................................................................ ASSISTANT SECRETARY	9.00 .......................45.00		X			0	411,939	98,944
(41) RONALD L CARTER........................................................................ PROVOST	50.00 .......................1.00		X			0	419,202	81,102
(42) ERIC SCHILT........................................................................ ASST SECRETARY (AS OF 05/25)	9.00 .......................40.00		X			0	377,337	101,375
(43) DAVID P HARRIS........................................................................ VICE PRESIDENT	50.00 .......................0.00		X			0	279,972	79,068
(44) KARL HAFFNER........................................................................ VP-STUDENT SERVICES	50.00 .......................0.00		X			0	264,095	68,131
(45) MYRNA HANNA........................................................................ CORPORATE SECRETARY	5.00 .......................45.00		X			0	187,589	27,208
(46) ANDREW RAY........................................................................ ASST SECRETARY (AS OF 05/25)	50.00 .......................0.00		X			0	179,341	18,525
(47) KENNETH IWAKOSHI........................................................................ ASSISTANT SECRETARY	1.00 .......................40.00		X			0	179,069	17,544
(48) ANGELA LALAS........................................................................ CFO	9.00 .......................40.00		X			0	1,275,821	161,921
(49) MARK HUBBARD........................................................................ ASST SECRETARY	9.00 .......................40.00		X			0	836,690	119,239
(50) KEVIN FISCHER........................................................................ ASST SECRETARY (THRU 3/25)	9.00 .......................40.00		X			0	215,143	29,444
(51) TRAVIS LOSEY MD........................................................................ VP-RESEARCH AFFAIRS (AS OF 09/24)	50.00 .......................0.00			X		0	455,255	47,600
(52) ROBERT A HANDYSIDES........................................................................ DEAN-SCHOOL OF DENTISTRY	50.00 .......................0.00			X		358,730	0	50,316
(53) MICHAEL SAMARDZIJA........................................................................ VP-RESEARCH AFFAIRS (THRU 10/24)	50.00 .......................0.00			X		0	334,335	74,535
(54) SHAWN COLLINS........................................................................ DEAN-SCHOOL OF NURSING	50.00 .......................0.00			X		251,609	12,057	41,702
(55) BEVERLY BUCKLES........................................................................ DEAN-SCHOOL OF BEHAVIORAL HEALTH	50.00 .......................0.00			X		252,474	0	26,723
(56) ADAM ARECHIGA........................................................................ DEAN-SCHOOL OF PUBLIC HEALTH	50.00 .......................0.00			X		202,824	0	38,850
(57) HELEN HOPP MARSHAK........................................................................ ASSOCIATE PROVOST	50.00 .......................0.00			X		172,085	0	26,650
(58) ALAN HERFORD........................................................................ PROGRAM DIRECTOR 2	50.00 .......................0.00				X	474,321	0	55,466
(59) CHI VIET........................................................................ ASSISTANT PROFESSOR	50.00 .......................0.00				X	411,264	0	67,880
(60) JAIME LOZADA........................................................................ PROGRAM DIRECTOR 2	50.00 .......................0.00				X	395,722	0	45,398
(61) IRIS HYUNJOO NAM........................................................................ DENTAL CLINIC PRACTITIONER	50.00 .......................0.00				X	335,448	0	41,982
(62) CARLOS MORETTA........................................................................ ASSISTANT PROFESSOR-PROG DIR	50.00 .......................0.00				X	325,937	0	48,735

1b	Sub-Total..............
c	Total from continuation sheets to Part VII, Section A..
d	Total (add lines 1b and 1c).........	3,180,414	13,116,702	2,205,347

Total number of individuals (including but not limited to those listed above) who received more than $100,000 of reportable compensation from the organization 399

Yes

Did the organization list any former officer, director or trustee, key employee, or highest compensated employee on line 1a? If "Yes," complete Schedule J for such individual ..............

For any individual listed on line 1a, is the sum of reportable compensation and other compensation from the organization and related organizations greater than $150,000? If "Yes," complete Schedule J for such
individual...........................

Yes

Did any person listed on line 1a receive or accrue compensation from any unrelated organization or individual for services rendered to the organization? If "Yes," complete Schedule J for such person ........

Section B. Independent Contractors

Complete this table for your five highest compensated independent contractors that received more than $100,000 of compensation from the organization. Report compensation for the calendar year ending with or within the organization’s tax year.

(A) Name and business address	(B) Description of services	(C) Compensation
LOMA LINDA MERCANTILE 11234 ANDERSON ST LOMA LINDA,CA92354	GOODS AND SERVICES	103,821,409
LOMA LINDA UNIVERSITY HEALTH 197 E CAROLINE ST STE 2100 SAN BERNARDINO,CA92408	SUPPORT & RISK MGMT-INSURANCE SERVICES	38,015,122
LOMA LINDA UNIVERSITY SHARED SERVICES I 197 E CAROLINE ST STE 2100 SAN BERNARDINO,CA92408	ADMIN & IT SUPPORT SERVICES	31,601,893
LOMA LINDA UNIVERSITY MEDICAL CENTER 11234 ANDERSON ST LOMA LINDA,CA92354	HOSPITAL SERVICES	9,387,801
LOMA LINDA INLAND EMPIRE CONSORTIUM FOR 11234 ANDERSON ST LOMA LINDA,CA92354	RESIDENCY EDUCATION & MEDICAL SERVICES	907,439
2 Total number of independent contractors (including but not limited to those listed above) who received more than $100,000 of compensation from the organization 7

Form 990 (2024)

Page 9

Part VIII

Statement of Revenue

Check if Schedule O contains a response or note to any line in this Part VIII.............

(A)
Total revenue

(B)
Related or
exempt
function
revenue

(D)
Revenue
excluded from
tax under sections
512 - 514

1a	Federated campaigns..		1a
b	Membership dues..		1b
c	Fundraising events..		1c
d	Related organizations		1d	6,865,094
e	Government grants (contributions)		1e

f	All other contributions, gifts, grants, and similar amounts not included above		1f	30,053,716

g	Noncash contributions included in lines 1a - 1f:$		1g	6,715,522

h Total. Add lines 1a-1f.......		36,918,810

		Business Code
2a	TUITION AND FEES	611600	190,441,966	190,441,966
b	RESEARCH CONTRACTS	611600	42,548,722	42,548,722
c	CLINIC INCOME	621400	21,462,819	21,462,819
d	STUDENT LOAN INTEREST	611600	1,397,028	1,397,028
e
f	All other program service revenue.		28,067,085	28,067,085
g	Total. Add lines 2a–2f .....		283,917,620

3 Investment income (including dividends, interest, and othersimilar amounts) ......			26,321,287		636,896	25,684,391
4 Income from investment of tax-exempt bond proceeds
5 Royalties...........			971,806			971,806
			(i) Real	(ii) Personal
6a	Gross rents	6a	6,394,487
b	Less: rental expenses	6b	5,085,115
c	Rental income or (loss)	6c	1,309,372
d	Net rental income or (loss).......			1,309,372			1,309,372
			(i) Securities	(ii) Other
7a	Gross amount from sales of assets other than inventory	7a	415,925,834
b	Less: cost or other basis and sales expenses	7b	389,400,584
c	Gain or (loss)	7c	26,525,250
d	Net gain or (loss).........			26,525,250			26,525,250
8a	Gross income from fundraising events (not including $ of contributions reported on line 1c). See Part IV, line 18 ....
			8a
b	Less: direct expenses ...		8b
c	Net income or (loss) from fundraising events..
9a	Gross income from gaming activities. See Part IV, line 19 ...
			9a
b	Less: direct expenses ...		9b
c	Net income or (loss) from gaming activities..
10a	Gross sales of inventory, less returns and allowances ..
			10a	5,408,252
b	Less: cost of goods sold ..		10b	4,504,119
c	Net income or (loss) from sales of inventory..			904,133		758,732	145,401

Business Code
11a	POWER PLANT		611600	27,473,760			27,473,760
b	INDEPENDENT OPERATIONS		611600	842,945			842,945
c
d	All other revenue ....
e	Total. Add lines 11a–11d ......			28,316,705
12	Total revenue. See instructions.....			405,184,983	283,917,620	1,395,628	82,952,925

Form 990 (2024)

Page 10

Part IX

Statement of Functional Expenses

Section 501(c)(3) and 501(c)(4) organizations must complete all columns. All other organizations must complete column (A).Check if Schedule O contains a response or note to any line in this Part IX..............

Do not include amounts reported on lines 6b, 7b, 8b, 9b, and 10b of Part VIII.		(A) Total expenses	(B) Program service expenses	(C) Management and general expenses	(D) Fundraising expenses

1	Grants and other assistance to domestic organizations and domestic governments. See Part IV, line 21 ....	89,964	89,964
2	Grants and other assistance to domestic individuals. See Part IV, line 22 ...........	23,593,148	23,593,148
3	Grants and other assistance to foreign organizations, foreign governments, and foreign individuals. See Part IV, lines 15 and 16. .............
4	Benefits paid to or for members .......
5	Compensation of current officers, directors, trustees, and key employees ...........	1,421,963	1,285,455	136,508
6	Compensation not included above, to disqualified persons (as defined under section 4958(f)(1)) and persons described in section 4958(c)(3)(B) .........	322,497	292,913	29,584
7	Other salaries and wages........	133,831,679	121,554,726	12,276,953
8	Pension plan accruals and contributions (include section 401(k) and 403(b) employer contributions) ....	11,182,620	10,041,597	1,141,023
9	Other employee benefits .......	28,958,901	24,735,301	4,223,600
10	Payroll taxes ...........	9,490,258	8,457,658	1,032,600
11	Fees for services (non-employees):
a	Management ......
b	Legal .........	1,078,063		1,078,063
c	Accounting ...........	1,137,073		1,137,073
d	Lobbying ...........
e	Professional fundraising services. See Part IV, line 17
f	Investment management fees ......	21,143,472		21,143,472
g	Other (If line 11g amount exceeds 10% of line 25, column (A) amount, list line 11g expenses on Schedule O)	44,846,797	22,104,435	17,058,130	5,684,232
12	Advertising and promotion ....	853,292	714,385	138,907
13	Office expenses .......	11,806,373	11,274,907	531,466
14	Information technology ......	8,320,997	3,854,023	4,466,974
15	Royalties ..
16	Occupancy ...........	28,084,265	6,468,052	21,616,213
17	Travel ............	4,348,305	3,940,414	407,891
18	Payments of travel or entertainment expenses for any federal, state, or local public officials .
19	Conferences, conventions, and meetings ....	22,627	21,350	1,277
20	Interest ...........	10,919,581	282,236	10,637,345
21	Payments to affiliates .......
22	Depreciation, depletion, and amortization ..	21,309,165	1,916,316	19,392,849
23	Insurance ...	3,219,057	93,092	3,125,965
24	Other expenses. Itemize expenses not covered above (List miscellaneous expenses in line 24e. If line 24e amount exceeds 10% of line 25, column (A) amount, list line 24e expenses on Schedule O.)
a	CLINIC & MED SUPPLIES	8,278,625	8,061,634	216,991
b	RESEARCH COST	8,039,069	8,039,069
c
d
e	All other expenses	12,208,130	6,128,660	6,079,470
25	Total functional expenses. Add lines 1 through 24e	394,505,921	262,949,335	125,872,354	5,684,232
26	Joint costs. Complete this line only if the organization reported in column (B) joint costs from a combined educational campaign and fundraising solicitation. Check here if following SOP 98-2 (ASC 958-720).

Form 990 (2024)

Page 11

Part X

Balance Sheet

Check if Schedule O contains a response or note to any line in this Part IX..............

				(A) Beginning of year		(B) End of year

1	Cash–non-interest-bearing ........			17,830,547	1	15,996,628
2	Savings and temporary cash investments .........			5,387	2	0
3	Pledges and grants receivable, net ......			5,605,884	3	16,207
4	Accounts receivable, net .............			26,926,322	4	21,176,161
5	Loans and other receivables from any current or former officer, director, trustee, key employee, creator or founder, substantial contributor, or 35% controlled entity or family member of any of these persons .......
					5
6	Loans and other receivables from other disqualified persons (as defined under section 4958(f)(1)), and persons described in section 4958(c)(3)(B) ...
					6
7	Notes and loans receivable, net ...........				7
8	Inventories for sale or use ............			3,596,301	8	4,256,779
9	Prepaid expenses and deferred charges ......			7,649,684	9	12,776,855
10a	Land, buildings, and equipment: cost or other basis. Complete Part VI of Schedule D	10a	1,431,527,340
b	Less: accumulated depreciation	10b	471,017,245	952,046,651	10c	960,510,095
11	Investments—publicly traded securities .			255,980,334	11	339,061,785
12	Investments—other securities. See Part IV, line 11 .....			526,575,212	12	564,495,756
13	Investments—program-related. See Part IV, line 11 ..			52,588,737	13	71,237,031
14	Intangible assets ...............				14
15	Other assets. See Part IV, line 11 ...........			98,734,225	15	202,988,593
16	Total assets. Add lines 1 through 15 (must equal line 33)...			1,947,539,284	16	2,192,515,890

17	Accounts payable and accrued expenses .....	47,058,395	17	51,249,786
18	Grants payable ...		18
19	Deferred revenue .........	26,734,275	19	19,059,204
20	Tax-exempt bond liabilities .........	163,456,235	20	159,245,871
21	Escrow or custodial account liability. Complete Part IV of Schedule D		21
22	Loans and other payables to any current or former officer, director, trustee, key employee, creator or founder, substantial contributor, or 35% controlled entity or family member of any of these persons .........
			22
23	Secured mortgages and notes payable to unrelated third parties ..	59,988,429	23	99,305,414
24	Unsecured notes and loans payable to unrelated third parties ..		24
25	Other liabilities (including federal income tax, payables to related third parties, and other liabilities not included on lines 17 - 24). Complete Part X of Schedule D	768,676,738	25	957,800,468
26	Total liabilities. Add lines 17 through 25..	1,065,914,072	26	1,286,660,743

	Organizations that follow FASB ASC 958, check here and complete lines 27, 28, 32, and 33.
27	Net assets without donor restrictions ..........	102,193,048	27	117,349,000
28	Net assets with donor restrictions ...........	779,432,164	28	788,506,147
	Organizations that do not follow FASB ASC 958, check here and complete lines 29 through 33.
29	Capital stock or trust principal, or current funds .....		29
30	Paid-in or capital surplus, or land, building or equipment fund ...		30
31	Retained earnings, endowment, accumulated income, or other funds		31
32	Total net assets or fund balances ...........	881,625,212	32	905,855,147
33	Total liabilities and net assets/fund balances ........	1,947,539,284	33	2,192,515,890

Form 990 (2024)

Page 12

Part XI

Reconcilliation of Net Assets

Check if Schedule O contains a response or note to any line in this Part XI..............

Total revenue (must equal Part VIII, column (A), line 12) ............

405,184,983

Total expenses (must equal Part IX, column (A), line 25) ............

394,505,921

Revenue less expenses. Subtract line 2 from line 1 ..............

10,679,062

Net assets or fund balances at beginning of year (must equal Part X, line 32, column (A)) ..

881,625,212

Net unrealized gains (losses) on investments ...............

15,041,490

Donated services and use of facilities .................

Investment expenses .....................

Prior period adjustments .....................

-1,391

Other changes in net assets or fund balances (explain in Schedule O) ........

-1,489,226

Net assets or fund balances at end of year. Combine lines 3 through 9 (must equal Part X, line 32, column (B))

905,855,147

Part XII

Financial Statements and Reporting

Check if Schedule O contains a response or note to any line in this Part XII.............

Yes

Accounting method used to prepare the Form 990: Cash Accrual Other
If the organization changed its method of accounting from a prior year or checked "Other," explain on
Schedule O.

Were the organization’s financial statements compiled or reviewed by an independent accountant?

If ‘Yes,’ check a box below to indicate whether the financial statements for the year were compiled or reviewed on a separate basis, consolidated basis, or both:

Separate basis Consolidated basis Both consolidated and separate basis

Were the organization’s financial statements audited by an independent accountant?

Yes

If ‘Yes,’ check a box below to indicate whether the financial statements for the year were audited on a separate basis, consolidated basis, or both:

Separate basis Consolidated basis Both consolidated and separate basis

If "Yes," to line 2a or 2b, does the organization have a committee that assumes responsibility for oversight of the audit, review, or compilation of its financial statements and selection of an independent accountant?

Yes

If the organization changed either its oversight process or selection process during the tax year, explain in Schedule O.

As a result of a federal award, was the organization required to undergo an audit or audits as set forth in the Uniform Guidance, 2 C.F.R. Part 200, Subpart F?

Yes

If "Yes," did the organization undergo the required audit or audits? If the organization did not undergo the required audit or audits, explain why in Schedule O and describe any steps taken to undergo such audits.

Yes

Form 990 (2024)

Additional Data

Software ID:
Software Version:

Form 990, Special Condition Description:

Special Condition Description

- TIN:

SCHEDULE A
(Form 990)

Department of the Treasury
Internal Revenue Service

Public Charity Status and Public Support

Complete if the organization is a section 501(c)(3) organization or a section 4947(a)(1) nonexempt charitable trust.
right arrow

Attach to Form 990 or Form 990-EZ.
right arrow

Go to www.irs.gov/Form990 for instructions and the latest information.

OMB No. 1545-0047

2024

Open to Public
Inspection

Name of the organization

LOMA LINDA UNIVERSITY

Employer identification number

95-1816009

Part I

Reason for Public Charity Status (All organizations must complete this part.) See instructions.

The organization is not a private foundation because it is: (For lines 1 through 12, check only one box.)

A church, convention of churches, or association of churches described in section 170(b)(1)(A)(i).

A school described in section 170(b)(1)(A)(ii). (Attach Schedule E (Form 990).)

A hospital or a cooperative hospital service organization described in section 170(b)(1)(A)(iii).

A medical research organization operated in conjunction with a hospital described in section 170(b)(1)(A)(iii). Enter the hospital's name, city, and state:

An organization operated for the benefit of a college or university owned or operated by a governmental unit described in section 170(b)(1)(A)(iv). (Complete Part II.)

A federal, state, or local government or governmental unit described in section 170(b)(1)(A)(v).

An organization that normally receives a substantial part of its support from a governmental unit or from the general public described in section 170(b)(1)(A)(vi). (Complete Part II.)

A community trust described in section 170(b)(1)(A)(vi). (Complete Part II.)

An agricultural research organization described in 170(b)(1)(A)(ix) operated in conjunction with a land-grant college or university or a non-land grant college of agriculture. See instructions. Enter the name, city, and state of the college or university:

An organization that normally receives: (1) more than 33 1/3% of its support from contributions, membership fees, and gross receipts from activities related to its exempt functions—subject to certain exceptions, and (2) no more than 33 1/3% of its support from gross investment income and unrelated business taxable income (less section 511 tax) from businesses acquired by the organization after June 30, 1975. See section 509(a)(2). (Complete Part III.)

An organization organized and operated exclusively to test for public safety. See section 509(a)(4).

An organization organized and operated exclusively for the benefit of, to perform the functions of, or to carry out the purposes of one or more publicly supported organizations described in section 509(a)(1) or section 509(a)(2). See section 509(a)(3). Check the box on lines 12a through 12d that describes the type of supporting organization and complete lines 12e, 12f, and 12g.

Type I. A supporting organization operated, supervised, or controlled by its supported organization(s), typically by giving the supported organization(s) the power to regularly appoint or elect a majority of the directors or trustees of the supporting organization. You must complete Part IV, Sections A and B.

Type II. A supporting organization supervised or controlled in connection with its supported organization(s), by having control or management of the supporting organization vested in the same persons that control or manage the supported organization(s). You must complete Part IV, Sections A and C.

Type III functionally integrated. A supporting organization operated in connection with, and functionally integrated with, its supported organization(s) (see instructions). You must complete Part IV, Sections A, D, and E.

Type III non-functionally integrated. A supporting organization operated in connection with its supported organization(s) that is not functionally integrated. The organization generally must satisfy a distribution requirement and an attentiveness requirement (see instructions). You must complete Part IV, Sections A and D, and Part V.

Check this box if the organization received a written determination from the IRS that it is a Type I, Type II, Type III functionally integrated, or Type III non-functionally integrated supporting organization.

Enter the number of supported organizations ...............................

Provide the following information about the supported organization(s).

(i) Name of supported organization	(ii) EIN	(iv) Is the organization listed in your governing document?		(v) Amount of monetary support (see instructions)	(vi) Amount of other support (see instructions)
(i) Name of supported organization	(ii) EIN	Yes	No	(v) Amount of monetary support (see instructions)	(vi) Amount of other support (see instructions)


Total

For Paperwork Reduction Act Notice, see the Instructions for
Form 990 or 990-EZ.

Cat. No. 11285F

Schedule A (Form 990) 2024

Page 2

Part II

Support Schedule for Organizations Described in Sections 170(b)(1)(A)(iv) and 170(b)(1)(A)(vi)
(Complete only if you checked the box on line 5, 7, or 8 of Part I or if the organization failed to qualify under Part III. If the organization failed to qualify under the tests listed below, please complete Part III.)

Section A. Public Support

Calendar year (or fiscal year beginning in)		(a) 2020	(b) 2021	(c) 2022	(d) 2023	(e) 2024	(f) Total
1	Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grant.") ..	37,325,953	38,593,585	44,410,511	35,014,531	36,918,810	192,263,390
2	Tax revenues levied for the organization's benefit and either paid to or expended on its behalf ....
3	The value of services or facilities furnished by a governmental unit to the organization without charge..
4	Total. Add lines 1 through 3	37,325,953	38,593,585	44,410,511	35,014,531	36,918,810	192,263,390
5	The portion of total contributions by each person (other than a governmental unit or publicly supported organization) included on line 1 that exceeds 2% of the amount shown on line 11, column (f) ..						13,490,184
6	Public support. Subtract line 5 from line 4.						178,773,206

Section B. Total Support

Calendar year (or fiscal year beginning in)		(a) 2020	(b) 2021	(c) 2022	(d) 2023	(e) 2024	(f) Total
7	Amounts from line 4..	37,325,953	38,593,585	44,410,511	35,014,531	36,918,810	192,263,390
8	Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources...	19,482,961	21,010,697	10,403,871	33,909,182	33,050,684	117,857,395
9	Net income from unrelated business activities, whether or not the business is regularly carried on..
10	Other income. Do not include gain or loss from the sale of capital assets (Explain in Part VI.)..	18,271,186	25,754,037	22,689,866	27,967,796	28,316,705	122,999,590
11	Total support. Add lines 7 through 10						433,120,375

Gross receipts from related activities, etc. (see instructions) ..................

1,333,549,295

First 5 years. If the Form 990 is for the organization's first, second, third, fourth, or fifth tax year as a section 501(c)(3) organization, check this box and stop here ........................................ right arrow

Section C. Computation of Public Support Percentage

Public support percentage for 2024 (line 6, column (f) divided by line 11, column (f)) .........

41.280 %

Public support percentage for 2023 Schedule A, Part II, line 14 ...............

45.770 %

16a

33 1/3% support test—2024. If the organization did not check the box on line 13, and line 14 is 33 1/3% or more, check this box
and stop here. The organization qualifies as a publicly supported organization ....................... right arrow

33 1/3% support test—2023. If the organization did not check a box on line 13 or 16a, and line 15 is 33 1/3% or more, check this
box and stop here. The organization qualifies as a publicly supported organization ..................... right arrow

17a

10%-facts-and-circumstances test—2024. If the organization did not check a box on line 13, 16a, or 16b, and line 14 is 10% or more, and if the organization meets the "facts-and-circumstances" test, check this box and stop here. Explain in Part VI how the organization meets the "facts-and-circumstances" test. The organization qualifies as a publicly supported organization ............ right arrow

10%-facts-and-circumstances test—2023. If the organization did not check a box on line 13, 16a, 16b, or 17a, and line 15 is 10% or more, and if the organization meets the "facts-and-circumstances" test, check this box and stop here. Explain in Part VI how the organization meets the "facts-and-circumstances" test. The organization qualifies as a publicly supported organization ............ right arrow

Private foundation. If the organization did not check a box on line 13, 16a, 16b, 17a, or 17b, check this box and see
instructions ..................................................... right arrow

Schedule A (Form 990) 2024

Page 3

Part III

Support Schedule for Organizations Described in Section 509(a)(2)
(Complete only if you checked the box on line 10 of Part I or if the organization failed to qualify under Part II. If the organization fails to qualify under the tests listed below, please complete Part II.)

Section A. Public Support

Calendar year (or fiscal year beginning in)		(a) 2020	(b) 2021	(c) 2022	(d) 2023	(e) 2024	(f) Total
1	Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grants.") .
2	Gross receipts from admissions, merchandise sold or services performed, or facilities furnished in any activity that is related to the organization's tax-exempt purpose
3	Gross receipts from activities that are not an unrelated trade or business under section 513 .....
4	Tax revenues levied for the organization's benefit and either paid to or expended on its behalf...
5	The value of services or facilities furnished by a governmental unit to the organization without charge
6	Total. Add lines 1 through 5
7a	Amounts included on lines 1, 2, and 3 received from disqualified persons
b	Amounts included on lines 2 and 3 received from other than disqualified persons that exceed the greater of $5,000 or 1% of the amount on line 13 for the year.
c	Add lines 7a and 7b..
8	Public support. (Subtract line 7c from line 6.)

Section B. Total Support

Calendar year (or fiscal year beginning in)		(a) 2020	(b) 2021	(c) 2022	(d) 2023	(e) 2024	(f) Total
9	Amounts from line 6...
10a	Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources..
b	Unrelated business taxable income (less section 511 taxes) from businesses acquired after June 30, 1975.
c	Add lines 10a and 10b.
11	Net income from unrelated business activities not included on line 10b, whether or not the business is regularly carried on.
12	Other income. Do not include gain or loss from the sale of capital assets (Explain in Part VI.) ..
13	Total support. (Add lines 9, 10c, 11, and 12.)..

First 5 years. If the Form 990 is for the organization's first, second, third, fourth, or fifth tax year as a section 501(c)(3) organization, check this box and stop here................................................. right arrow

Section C. Computation of Public Support Percentage

Public support percentage for 2024 (line 8, column (f) divided by line 13, column (f)) .........

Public support percentage from 2023 Schedule A, Part III, line 15 ...............

Section D. Computation of Investment Income Percentage

Investment income percentage for 2024 (line 10c, column (f) divided by line 13, column (f)) ......

Investment income percentage from 2023 Schedule A, Part III, line 17 .............

19a

33 1/3% support tests-2024. If the organization did not check the box on line 14, and line 15 is more than 33 1/3%, and line 17 is not more than 33 1/3%, check this box and stop here. The organization qualifies as a publicly supported organization ....... right arrow

33 1/3 % support tests—2023. If the organization did not check a box on line 14 or line 19a, and line 16 is more than 33 1/3% and line 18 is not more than 33 1/3%, check this box and stop here. The organization qualifies as a publicly supported organization ..... right arrow

Private foundation. If the organization did not check a box on line 14, 19a, or 19b, check this box and see instructions .... right arrow

Schedule A (Form 990) 2024

Page 4

Part IV

Supporting Organizations

(Complete only if you checked a box on line 12 of Part I. If you checked box 12a, of Part I, complete Sections A and B. If you checked box 12b, of Part I, complete Sections A and C. If you checked box 12c, of Part I, complete Sections A, D, and E. If you checked box12d, of Part I, complete Sections A and D, and complete Part V.)

Section A. All Supporting Organizations

Yes

Are all of the organization’s supported organizations listed by name in the organization’s governing documents?
If "No," describe in Part VI how the supported organizations are designated. If designated by class or purpose,
describe the designation. If historic and continuing relationship, explain.

Did the organization have any supported organization that does not have an IRS determination of status under section 509(a)(1) or (2)? If "Yes," explain in Part VI how the organization determined that the supported organization was described in section 509(a)(1) or (2).

Did the organization have a supported organization described in section 501(c)(4), (5), or (6)? If "Yes," answer lines 3b and 3c below.

Did the organization confirm that each supported organization qualified under section 501(c)(4), (5), or (6) and satisfied the public support tests under section 509(a)(2)? If "Yes," describe in Part VI when and how the organization made the determination.

Did the organization ensure that all support to such organizations was used exclusively for section 170(c)(2)(B) purposes? If "Yes," explain in Part VI what controls the organization put in place to ensure such use.

Was any supported organization not organized in the United States ("foreign supported organization")? If “Yes” and if you checked box 12a or 12b in Part I, answer lines 4b and 4c below.

Did the organization have ultimate control and discretion in deciding whether to make grants to the foreign supported organization? If “Yes,” describe in Part VI how the organization had such control and discretion despite being controlled or supervised by or in connection with its supported organizations.

Did the organization support any foreign supported organization that does not have an IRS determination under sections 501(c)(3) and 509(a)(1) or (2)? If “Yes,” explain in Part VI what controls the organization used to ensure that all support to the foreign supported organization was used exclusively for section 170(c)(2)(B) purposes.

Did the organization add, substitute, or remove any supported organizations during the tax year? If “Yes,” answer lines 5b and 5c below (if applicable). Also, provide detail in Part VI, including (i) the names and EIN numbers of the supported organizations added, substituted, or removed; (ii) the reasons for each such action; (iii) the authority under the organization's organizing document authorizing such action; and (iv) how the action was accomplished (such as by amendment to the organizing document).

Type I or Type II only. Was any added or substituted supported organization part of a class already designated in the organization's organizing document?

Substitutions only. Was the substitution the result of an event beyond the organization's control?

Did the organization provide support (whether in the form of grants or the provision of services or facilities) to anyone other than (i) its supported organizations, (ii) individuals that are part of the charitable class benefited by one or more of its supported organizations, or (iii) other supporting organizations that also support or benefit one or more of the filing organization’s supported organizations? If “Yes,” provide detail in Part VI.

Did the organization provide a grant, loan, compensation, or other similar payment to a substantial contributor (defined in section 4958(c)(3)(C)), a family member of a substantial contributor, or a 35% controlled entity with regard to a substantial contributor? If “Yes,” complete Part I of Schedule L (Form 990) .

Did the organization make a loan to a disqualified person (as defined in section 4958) not described on line 7? If “Yes,” complete Part I of Schedule L (Form 990).

Was the organization controlled directly or indirectly at any time during the tax year by one or more disqualified persons, as defined in section 4946 (other than foundation managers and organizations described in section 509(a)(1) or (2))? If “Yes,” provide detail in Part VI.

Did one or more disqualified persons (as defined on line 9a) hold a controlling interest in any entity in which the supporting organization had an interest? If “Yes,” provide detail in Part VI.

Did a disqualified person (as defined on line 9a) have an ownership interest in, or derive any personal benefit from, assets in which the supporting organization also had an interest? If “Yes,” provide detail in Part VI.

10a

Was the organization subject to the excess business holdings rules of section 4943 because of section 4943(f) (regarding certain Type II supporting organizations, and all Type III non-functionally integrated supporting organizations)? If “Yes,” answer line 10b below.

10a

Did the organization have any excess business holdings in the tax year? (Use Schedule C, Form 4720, to determine whether the organization had excess business holdings).

10b

Schedule A (Form 990) 2024

Page 5

Part IV

Supporting Organizations (continued)

Yes

Has the organization accepted a gift or contribution from any of the following persons?

A person who directly or indirectly controls, either alone or together with persons described on lines 11b and 11c below, the governing body of a supported organization?

11a

A family member of a person described on 11a above?

11b

A 35% controlled entity of a person described on line 11a or 11b above? If “Yes” to 11a, 11b, or 11c, provide detail in Part VI.

11c

Section B. Type I Supporting Organizations

Yes

Did the officers, directors, trustees, or membership of one or more supported organizations have the power to regularly appoint or elect at least a majority of the organization’s directors or trustees at all times during the tax year? If “No,” describe in Part VI how the supported organization(s) effectively operated, supervised, or controlled the organization’s activities. If the organization had more than one supported organization, describe how the powers to appoint and/or remove directors or trustees were allocated among the supported organizations and what conditions or restrictions, if any, applied to such powers during the tax year.

Did the organization operate for the benefit of any supported organization other than the supported organization(s) that operated, supervised, or controlled the supporting organization? If “Yes,” explain in Part VI how providing such benefit carried out the purposes of the supported organization(s) that operated, supervised or controlled the supporting organization.

Section C. Type II Supporting Organizations

Yes

Were a majority of the organization’s directors or trustees during the tax year also a majority of the directors or trustees of each of the organization’s supported organization(s)? If “No,” describe in Part VI how control or management of the supporting organization was vested in the same persons that controlled or managed the supported organization(s).

Section D. All Type III Supporting Organizations

Yes

Did the organization provide to each of its supported organizations, by the last day of the fifth month of the organization’s tax year, (i) a written notice describing the type and amount of support provided during the prior tax year, (ii) a copy of the Form 990 that was most recently filed as of the date of notification, and (iii) copies of the organization’s governing documents in effect on the date of notification, to the extent not previously provided?

Were any of the organization’s officers, directors, or trustees either (i) appointed or elected by the supported organization(s) or (ii) serving on the governing body of a supported organization? If "No," explain in Part VI how the organization maintained a close and continuous working relationship with the supported organization(s).

By reason of the relationship described in line 2 above, did the organization’s supported organizations have a significant voice in the organization’s investment policies and in directing the use of the organization’s income or assets at all times during the tax year? If "Yes," describe in Part VI the role the organization’s supported organizations played in this regard.

Section E. Type III Functionally-Integrated Supporting Organizations

Check the box next to the method that the organization used to satisfy the Integral Part Test during the year (see instructions):

The organization satisfied the Activities Test. Complete line 2 below.

The organization is the parent of each of its supported organizations. Complete line 3 below.

The organization supported a governmental entity. Describe in Part VI how you supported a government entity (see instructions)

Activities Test. Answer lines 2a and 2b below.

Yes

Did substantially all of the organization’s activities during the tax year directly further the exempt purposes of the supported organization(s) to which the organization was responsive? If "Yes," then in Part VI identify those supported organizations and explain how these activities directly furthered their exempt purposes, how the organization was responsive to those supported organizations, and how the organization determined that these activities constituted substantially all of its activities.

Did the activities described on line 2a, above constitute activities that, but for the organization’s involvement, one or more of the organization’s supported organization(s) would have been engaged in? If "Yes," explain in Part VI the reasons for the organization’s position that its supported organization(s) would have engaged in these activities but for the organization’s involvement.

Parent of Supported Organizations. Answer lines 3a and 3b below.

Did the organization have the power to regularly appoint or elect a majority of the officers, directors, or trustees of each of the supported organizations?If "Yes" or "No", provide details in Part VI.

Did the organization exercise a substantial degree of direction over the policies, programs and activities of each of its supported organizations? If "Yes," describe in Part VI. the role played by the organization in this regard.

Schedule A (Form 990) 2024

Page 6

Part V

Type III Non-Functionally Integrated 509(a)(3) Supporting Organizations

Check here if the organization satisfied the Integral Part Test as a qualifying trust on Nov. 20, 1970 (explain in Part VI). See instructions. All other Type III non-functionally integrated supporting organizations must complete Sections A through E.

	Section A - Adjusted Net Income		(A) Prior Year	(B) Current Year (optional)
1	Net short-term capital gain	1
2	Recoveries of prior-year distributions	2
3	Other gross income (see instructions)	3
4	Add lines 1 through 3	4
5	Depreciation and depletion	5
6	Portion of operating expenses paid or incurred for production or collection of gross income or for management, conservation, or maintenance of property held for production of income (see instructions)	6
7	Other expenses (see instructions)	7
8	Adjusted Net Income (subtract lines 5, 6 and 7 from line 4)	8

	Section B - Minimum Asset Amount		(A) Prior Year	(B) Current Year (optional)
1	Aggregate fair market value of all non-exempt-use assets (see instructions for short tax year or assets held for part of year):	1
a	Average monthly value of securities	1a
b	Average monthly cash balances	1b
c	Fair market value of other non-exempt-use assets	1c
d	Total (add lines 1a, 1b, and 1c)	1d
e	Discount claimed for blockage or other factors (explain in detail in Part VI):
2	Acquisition indebtedness applicable to non-exempt use assets	2
3	Subtract line 2 from line 1d	3
4	Cash deemed held for exempt use. Enter 0.015 of line 3 (for greater amount, see instructions).	4
5	Net value of non-exempt-use assets (subtract line 4 from line 3)	5
6	Multiply line 5 by 0.035	6
7	Recoveries of prior-year distributions	7
8	Minimum Asset Amount (add line 7 to line 6)	8

	Section C - Distributable Amount		Current Year
1	Adjusted net income for prior year (from Section A, line 8, Column A)	1
2	Enter 85% of line 1	2
3	Minimum asset amount for prior year (from Section B, line 8, Column A)	3
4	Enter greater of line 2 or line 3	4
5	Income tax imposed in prior year	5
6	Distributable Amount. Subtract line 5 from line 4, unless subject to emergency temporary reduction (see instructions)	6

Check here if the current year is the organization's first as a non-functionally-integrated Type III supporting organization (see instructions)

Schedule A (Form 990) 2024

Page 7

Part V

Type III Non-Functionally Integrated 509(a)(3) Supporting Organizations(continued)

Section D - Distributions		Current Year
1 Amounts paid to supported organizations to accomplish exempt purposes	1
2 Amounts paid to perform activity that directly furthers exempt purposes of supported organizations, in excess of income from activity	2
3 Administrative expenses paid to accomplish exempt purposes of supported organizations	3
4 Amounts paid to acquire exempt-use assets	4
5 Qualified set-aside amounts (prior IRS approval required - provide details in Part VI)	5
6 Other distributions (describe in Part VI). See instructions	6
7Total annual distributions. Add lines 1 through 6.	7
8 Distributions to attentive supported organizations to which the organization is responsive (provide details in Part VI). See instructions	8
9 Distributable amount for 2024 from Section C, line 6	9
10 Line 8 amount divided by Line 9 amount	10

Section E - Distribution Allocations (see instructions)		(i) Excess Distributions	(ii) Underdistributions Pre-2024	(iii) Distributable Amount for 2024
1 Distributable amount for 2024 from Section C, line 6
2 Underdistributions, if any, for years prior to 2024 (reasonable cause required-- explain in Part VI). See instructions.
3 Excess distributions carryover, if any, to 2024:
a From 2019.......
b From 2020.......
c From 2021.......
d From 2022.......
e From 2023.......
fTotal of lines 3a through e
g Applied to underdistributions of prior years
h Applied to 2024 distributable amount
i Carryover from 2019 not applied (see instructions)
j Remainder. Subtract lines 3g, 3h, and 3i from line 3f.
4Distributions for 2024 from Section D, line 7:
$
a Applied to underdistributions of prior years
b Applied to 2024 distributable amount
c Remainder. Subtract lines 4a and 4b from line 4.
5 Remaining underdistributions for years prior to 2024, if any. Subtract lines 3g and 4a from line 2. If the amount is greater than zero, explain in Part VI. See instructions.
6 Remaining underdistributions for 2024. Subtract lines 3h and 4b from line 1. If the amount is greater than zero, explain in Part VI. See instructions.
7 Excess distributions carryover to 2025. Add lines 3j and 4c.
8 Breakdown of line 7:
a Excess from 2020.....
b Excess from 2021.....
c Excess from 2022.....
d Excess from 2023.....
e Excess from 2024.....

Schedule A (Form 990) (2024)

Schedule A (Form 990) 2024

Page 8

Part VI

Supplemental Information. Provide the explanations required by Part II, line 10; Part II, line 17a or 17b; Part III, line 12; Part IV, Section A, lines 1, 2, 3b, 3c, 4b, 4c, 5a, 6, 9a, 9b, 9c, 11a, 11b, and 11c; Part IV, Section B, lines 1 and 2; Part IV, Section C, line 1; Part IV, Section D, lines 2 and 3; Part IV, Section E, lines 1c, 2a, 2b, 3a and 3b; Part V, line 1; Part V, Section B, line 1e; Part V Section D, lines 5, 6, and 8; and Part V, Section E, lines 2, 5, and 6. Also complete this part for any additional information. (See instructions).

Facts And Circumstances Test

Return Reference	Explanation
SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME:	OTHER INCOME - 2020 AMOUNT: $ 18,271,186. 2021 AMOUNT: $ 25,754,037. 2022 AMOUNT: $ 22,689,866. 2023 AMOUNT: $ 27,967,796. 2024 AMOUNT: $ 28,316,705.

Schedule A (Form 990) 2024

Additional Data

Software ID:
Software Version:

- TIN:

Schedule B
(Form 990)
(Rev. January 2025)

Department of the Treasury
Internal Revenue Service

Schedule of Contributors

Attach to Form 990, 990-EZ, or 990-PF.

Go to www.irs.gov/Form990 for the latest information.

OMB No. 1545-0047

Name of the organization

LOMA LINDA UNIVERSITY

Employer identification number

95-1816009

Organization type (check one):

Filers of:

Section:

Form 990 or 990-EZ

501(c)( ) (enter number) organization

4947(a)(1) nonexempt charitable trust not treated as a private foundation

527 political organization

Form 990-PF

501(c)(3) exempt private foundation

4947(a)(1) nonexempt charitable trust treated as a private foundation

501(c)(3) taxable private foundation

Check if your organization is covered by the General Rule or a Special Rule.
Note: Only a section 501(c)(7), (8), or (10) organization can check boxes for both the General Rule and a Special Rule. See instructions.

General Rule

For an organization filing Form 990, 990-EZ, or 990-PF that received, during the year, contributions totaling $5,000 or more (in money or other property) from any one contributor. Complete Parts I and II. See instructions for determining a contributor's total contributions.

Special Rules

For an organization described in section 501(c)(3) filing Form 990 or 990-EZ that met the 33¹/3% support test of the regulations
under sections 509(a)(1) and 170(b)(1)(A)(vi), that checked Schedule A (Form 990 or 990-EZ), Part II, line 13, 16a, or 16b, and that received from any one contributor, during the year, total contributions of the greater of (1) $5,000 or (2) 2% of the amount on (i) Form 990, Part VIII, line 1h, or (ii) Form 990-EZ, line 1. Complete Parts I and II.

For an organization described in section 501(c)(7), (8), or (10) filing Form 990 or 990-EZ that received from any one contributor,
during the year, total contributions of more than $1,000 exclusively for religious, charitable, scientific, literary, or educational purposes, or for the prevention of cruelty to children or animals. Complete Parts I, II, and III.

For an organization described in section 501(c)(7), (8), or (10) filing Form 990 or 990-EZ that received from any one contributor,
during the year, contributions exclusively for religious, charitable, etc., purposes, but no such contributions totaled more than $1,000. If this box is checked, enter here the total contributions that were received during the year for an exclusively religious, charitable, etc., purpose. Don't complete any of the parts unless the General Rule applies to this organization because it received nonexclusively religious, charitable, etc., contributions totaling $5,000 or more during the year ......... Right Arrow

Caution: An organization that isn't covered by the General Rule and/or the Special Rules doesn't file Schedule B (Form 990,
990-EZ, or 990-PF), but it must answer “No” on Part IV, line 2, of its Form 990; or check the box on line H of its Form 990-EZ
or on its Form 990PF, Part I, line 2, to certify that it doesn't meet the filing requirements of Schedule B (Form 990,
990-EZ, or 990-PF).

For Paperwork Reduction Act Notice, see the Instructions
for Form 990, 990-EZ, or 990-PF.

Cat. No. 30613XSchedule B (Form 990) (Rev. 1-2025)

Schedule B (Form 990) (Rev. 1-2025) Page 2

Name of organization LOMA LINDA UNIVERSITY

Part I	Contributors (see instructions). Use duplicate copies of Part I if additional space is needed.
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions	(d) Type of contribution
RESTRICTED	,	$ RESTRICTED	Person Payroll Noncash (Complete Part II for noncash contributions.)
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions	(d) Type of contribution
		$	Person Payroll Noncash (Complete Part II for noncash contributions.)
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions	(d) Type of contribution
		$	Person Payroll Noncash (Complete Part II for noncash contributions.)
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions	(d) Type of contribution
		$	Person Payroll Noncash (Complete Part II for noncash contributions.)
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions	(d) Type of contribution
		$	Person Payroll Noncash (Complete Part II for noncash contributions.)
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions	(d) Type of contribution
		$	Person Payroll Noncash (Complete Part II for noncash contributions.)
Schedule B (Form 990) (Rev. 1-2025)

Schedule B (Form 990) (Rev. 1-2025)

Page 3

Name of organization LOMA LINDA UNIVERSITY		Employer identification number 95-1816009

Part II	Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
(a) No. from Part I	(b) Description of noncash property given	(c) FMV (or estimate) (See instructions)	(d) Date received
		$
(a) No. from Part I	(b) Description of noncash property given	(c) FMV (or estimate) (See instructions)	(d) Date received
		$
(a) No. from Part I	(b) Description of noncash property given	(c) FMV (or estimate) (See instructions)	(d) Date received
		$
(a) No. from Part I	(b) Description of noncash property given	(c) FMV (or estimate) (See instructions)	(d) Date received
		$
(a) No. from Part I	(b) Description of noncash property given	(c) FMV (or estimate) (See instructions)	(d) Date received
		$
(a) No. from Part I	(b) Description of noncash property given	(c) FMV (or estimate) (See instructions)	(d) Date received
		$
Schedule B (Form 990) (Rev. 1-2025)

Schedule B (Form 990) (Rev. 1-2025)

Page 4


Name of organization LOMA LINDA UNIVERSITY			Employer identification number 95-1816009
Part III Exclusively religious, charitable, etc., contributions to organizations described in section 501(c) (7), (8), or (10) that total more than $1,000 for the year from any one contributor. Complete columns (a) through (e) and the following line entry. For organizations completing Part III, enter the total of exclusively religious, charitable, etc., contributions of $1,000 or less for the year. (Enter this information once. See instructions.) $ Use duplicate copies of Part III if additional space is needed.

(a)
No. from Part I

(b) Purpose of gift

(d) Description of how gift is held

(e) Transfer of gift
Transferee's name, address, and ZIP 4	Relationship of transferor to transferee

(a)
No. from Part I

(b) Purpose of gift

(d) Description of how gift is held

(e) Transfer of gift
Transferee's name, address, and ZIP 4	Relationship of transferor to transferee

(a)
No. from Part I

(b) Purpose of gift

(d) Description of how gift is held

(e) Transfer of gift
Transferee's name, address, and ZIP 4	Relationship of transferor to transferee

(a)
No. from Part I

(b) Purpose of gift

(d) Description of how gift is held

(e) Transfer of gift
Transferee's name, address, and ZIP 4	Relationship of transferor to transferee

Schedule B (Form 990) (Rev. 1-2025)

Additional Data

Software ID:
Software Version:

- TIN:

SCHEDULE D
(Form 990)

Department of the Treasury
Internal Revenue Service

Supplemental Financial Statements

Complete if the organization answered "Yes," on Form 990,
Part IV, line 6, 7, 8, 9, 10, 11a, 11b, 11c, 11d, 11e, 11f, 12a, or 12b.
right arrow

Attach to Form 990.
right arrow

Go to www.irs.gov/Form990 for instructions and the latest information.

OMB No. 1545-0047

Open to Public Inspection

Name of the organization

LOMA LINDA UNIVERSITY

Employer identification number

95-1816009

Part I

Organizations Maintaining Donor Advised Funds or Other Similar Funds or Accounts. Complete if the organization answered "Yes" on Form 990, Part IV, line 6.

		(a) Donor advised funds
1	Total number at end of year .........	9
2	Aggregate value of contributions to (during year)	16,000
3	Aggregate value of grants from (during year)	64,200
4	Aggregate value at end of year ........	6,607,473

Did the organization inform all donors and donor advisors in writing that the assets held in donor advised funds are the organization’s property, subject to the organization’s exclusive legal control? ............

Yes No

Did the organization inform all grantees, donors, and donor advisors in writing that grant funds can be used only for charitable purposes and not for the benefit of the donor or donor advisor, or for any other purpose conferring impermissible private benefit? ...................................

Yes No

Part II

Conservation Easements.
Complete if the organization answered "Yes" on Form 990, Part IV, line 7.

Purpose(s) of conservation easements held by the organization (check all that apply).

Preservation of land for public use (e.g., recreation or education) Preservation of an historically important land area

Protection of natural habitat Preservation of a certified historic structure

Preservation of open space

Complete lines 2a through 2d if the organization held a qualified conservation contribution in the form of a conservation easement on the last day of the tax year.


a	Total number of conservation easements ......................	2a
b	Total acreage restricted by conservation easements ....................	2b
c	Number of conservation easements on a certified historic structure included in (a) .....	2c
d	Number of conservation easements included in (c) acquired after July 25, 2006, and not on a historic structure listed in the National Register ...	2d

Number of conservation easements modified, transferred, released, extinguished, or terminated by the organization during the
tax year right arrow

Number of states where property subject to conservation easement is located right arrow

Does the organization have a written policy regarding the periodic monitoring, inspection, handling of violations, and enforcement of the conservation easements it holds? ............

Yes No

Staff and volunteer hours devoted to monitoring, inspecting, handling of violations, and enforcing conservation easements during the year
right arrow

Amount of expenses incurred in monitoring, inspecting, handling of violations, and enforcing conservation easements during the year
right arrow

Does each conservation easement reported on line 2(d) above satisfy the requirements of section 170(h)(4)(B)(i) and section 170(h)(4)(B)(ii)? .............................

Yes No

In Part XIII, describe how the organization reports conservation easements in its revenue and expense statement, and
balance sheet, and include, if applicable, the text of the footnote to the organization’s financial statements that describes
the organization’s accounting for conservation easements.

Part III

Organizations Maintaining Collections of Art, Historical Treasures, or Other Similar Assets.
Complete if the organization answered "Yes" on Form 990, Part IV, line 8.

If the organization elected, as permitted under FASB ASC 958, not to report in its revenue statement and balance sheet works of art, historical treasures, or other similar assets held for public exhibition, education, or research in furtherance of public service, provide, in Part XIII, the text of the footnote to its financial statements that describes these items.

If the organization elected, as permitted under FASB ASC 958, to report in its revenue statement and balance sheet works of art, historical treasures, or other similar assets held for public exhibition, education, or research in furtherance of public service, provide the following amounts relating to these items:

(i)

Revenue included on Form 990, Part VIII, line 1 ......................... right arrow

$ 0

(ii)

Assets included in Form 990, Part X ............................... right arrow

$ 794,138

If the organization received or held works of art, historical treasures, or other similar assets for financial gain, provide the
following amounts required to be reported under FASB ASC 958 relating to these items:

Revenue included on Form 990, Part VIII, line 1 .......................... right arrow

$ 0

Assets included in Form 990, Part X ............................... right arrow

$ 0

For Paperwork Reduction Act Notice, see the Instructions for Form 990.

Cat. No. 52283D

Schedule D (Form 990) (Rev. 1-2025)

Page 2

Part III

Organizations Maintaining Collections of Art, Historical Treasures, or Other Similar Assets (continued)

Using the organization’s acquisition, accession, and other records, check any of the following that are a significant use of its collection items (check all that apply):

Public exhibition

Loan or exchange programs

Scholarly research

Other

Preservation for future generations

Provide a description of the organization’s collections and explain how they further the organization’s exempt purpose in
Part XIII.

During the year, did the organization solicit or receive donations of art, historical treasures or other similar
assets to be sold to raise funds rather than to be maintained as part of the organization’s collection?...

Yes No

Part IV

Escrow and Custodial Arrangements. Complete if the organization answered "Yes" on Form 990, Part IV, line 9, or reported an amount on Form 990, Part X, line 21.

Is the organization an agent, trustee, custodian or other intermediary for contributions or other assets not
included on Form 990, Part X? ....................................

Yes No


b	If "Yes," explain the arrangement in Part XIII and complete the following table:		Amount
c	Beginning balance .............................	1c
d	Additions during the year ............................	1d
e	Distributions during the year ..........................	1e
f	Ending balance ................................	1f

Did the organization include an amount on Form 990, Part X, line 21, for escrow or custodial account liability? ...

Yes No

If "Yes," explain the arrangement in Part XIII. Check here if the explanation has been provided in Part XIII ....

Part V

Endowment Funds.
Complete if the organization answered "Yes" on Form 990, Part IV, line 10.

		(a) Current year	(b) Prior year	(c) Two years back	(d) Three years back	(e) Four years back

1a	Beginning of year balance ....	571,019,719	551,488,470	533,763,664	500,804,841	428,976,305
b	Contributions ...	7,827,470	6,662,522	3,639,100	6,563,283	12,783,821
c	Net investment earnings, gains, and losses	24,194,771	12,868,727	15,705,906	26,569,634	59,213,328
d	Grants or scholarships ...
e	Other expenditures for facilities and programs ...	35,172,648		1,620,200	174,094	168,613
f	Administrative expenses ....
g	End of year balance ......	567,869,312	571,019,719	551,488,470	533,763,664	500,804,841

Provide the estimated percentage of the current year end balance (line 1g, column (a)) held as:

Board designated or quasi-endowment right arrow

17.550 %

Permanent endowment right arrow

59.570 %

Term endowment right arrow

22.880 %

The percentages on lines 2a, 2b, and 2c should equal 100%.

Are there endowment funds not in the possession of the organization that are held and administered for the
organization by:

Yes

(i) Unrelated organizations .................

3a(i)

Yes

(ii) Related organizations .................

3a(ii)

If "Yes" on 3a(ii), are the related organizations listed as required on Schedule R? .........

Describe in Part XIII the intended uses of the organization's endowment funds.

Part VI

Land, Buildings, and Equipment.
Complete if the organization answered "Yes" on Form 990, Part IV, line 11a. See Form 990, Part X, line 10.

Description of property		(a) Cost or other basis (investment)	(b) Cost or other basis (other)	(c) Accumulated depreciation	(d) Book value

1a	Land .....	1,498,635	38,932,494		40,431,129
b	Buildings ....	661,470,407	526,130,700	307,385,058	880,216,049
c	Leasehold improvements		43,670,693	30,653,850	13,016,843
d	Equipment ....		147,881,136	128,953,257	18,927,879
e	Other .....		11,943,275	4,025,080	7,918,195
Total. Add lines 1a through 1e. (Column (d) must equal Form 990, Part X, column (B), line 10(c).)..					960,510,095

Schedule D (Form 990) (Rev. 1-2025)

Page 3

Part VII

Investments - Other Securities.
Complete if the organization answered "Yes" on Form 990, Part IV, line 11b. See Form 990, Part X, line 12.

(a) Description of security or category (including name of security)	(b) Book value	(c) Method of valuation: Cost or end-of-year market value
(1) Financial derivatives.........
(2) Closely-held equity interests........	223,133,028	F
(3) Other (A) INVESTMENTS - OTHER	341,362,728	F
(B)
(C)
(D)
(E)
(F)
(G)
(H)
Total. (Column (b) must equal Form 990, Part X, col. (B) line 12.)	564,495,756

Part VIII

Investments - Program Related. Complete if the organization answered 'Yes' on Form 990, Part IV, line 11c. See Form 990, Part X, line 13.

(a) Description of investment	(b) Book value	(c) Method of valuation: Cost or end-of-year market value

(1)
(2)
(3)
(4)
(5)
(6)
(7)
(8)
(9)
Total. (Column (b) must equal Form 990, Part X, col.(B) line 13.)

Part IX

Other Assets.
Complete if the organization answered 'Yes' on Form 990, Part IV, line 11d. See Form 990, Part X, line 15.

(a) Description				(b) Book value
(1)DUE FROM INTERDIVISION				94,089,301
(2)STUDENT LOANS RECEIVABLE				58,485,951
(3)IRREVOCABLE TRUSTS				40,701,688
(4)OPERATING ROU ASSET				8,221,817
(5)FINANCE ROU ASSET				969,480
(6)OTHER ASSETS				520,356
(6)
(7)
(8)
(9)
Total. (Column (b) must equal Form 990, Part X, col.(B) line 15.)...........				202,988,593

Part X

Other Liabilities.
Complete if the organization answered 'Yes' on Form 990, Part IV, line 11e or 11f. See Form 990, Part X, line 25.

1.(a) Description of liability	(b) Book value
(1) Federal income taxes
AMOUNTS HELD FOR OTHERS	813,361,060
ADVANCES FROM RELATED PARTIES	77,584,133
FEDERAL STUDENT LOANS & DEPOSITS HELD	30,033,702
ANNUITIES, TRUSTS AND AGENCIES	22,597,236
OPERATING LEASE LIABILITY	7,683,428
NON-OPERATING LIABILITY	3,656,177
SELF-INSURANCE RESERVE - RISK MGMT	2,574,643
FINANCE LEASE LIABILITY	244,982
OTHER LIABILITIES	65,107
Total. (Column (b) must equal Form 990, Part X, col.(B) line 25.)	957,800,468
2. Liability for uncertain tax positions. In Part XIII, provide the text of the footnote to the organization's financial statements that reports the organization's liability for uncertain tax positions under FIN 48 (ASC 740). Check here if the text of the footnote has been provided in Part XIII

Schedule D (Form 990) (Rev. 1-2025)

Page 4

Part XI Reconciliation of Revenue per Audited Financial Statements With Revenue per Return. Complete if the organization answered 'Yes' on Form 990, Part IV, line 12a.
1	Total revenue, gains, and other support per audited financial statements .......		1
2	Amounts included on line 1 but not on Form 990, Part VIII, line 12:
a	Net unrealized gains (losses) on investments ....	2a
b	Donated services and use of facilities .........	2b
c	Recoveries of prior year grants ...........	2c
d	Other (Describe in Part XIII.) ...........	2d
e	Add lines 2a through 2d .....................		2e
3	Subtract line 2e from line 1..................		3
4	Amounts included on Form 990, Part VIII, line 12, but not on line 1:
a	Investment expenses not included on Form 990, Part VIII, line 7b .	4a
b	Other (Describe in Part XIII.) ...........	4b
c	Add lines 4a and 4b....................		4c
5	Total revenue. Add lines 3 and 4c. (This must equal Form 990, Part I, line 12.) ......		5

Part XII Reconciliation of Expenses per Audited Financial Statements With Expenses per Return. Complete if the organization answered 'Yes' on Form 990, Part IV, line 12a.
1	Total expenses and losses per audited financial statements ...........		1
2	Amounts included on line 1 but not on Form 990, Part IX, line 25:
a	Donated services and use of facilities .........	2a
b	Prior year adjustments ............	2b
c	Other losses ................	2c
d	Other (Describe in Part XIII.) ...........	2d
e	Add lines 2a through 2d....................		2e
3	Subtract line 2e from line 1...................		3
4	Amounts included on Form 990, Part IX, line 25, but not on line 1:
a	Investment expenses not included on Form 990, Part VIII, line 7b ..	4a
b	Other (Describe in Part XIII.) ...........	4b
c	Add lines 4a and 4b.....................		4c
5	Total expenses. Add lines 3 and 4c. (This must equal Form 990, Part I, line 18.) ......		5

Part XIII

Supplemental Information

Provide the descriptions required for Part II, lines 3, 5, and 9; Part III, lines 1a and 4; Part lV, lines 1b and 2b; Part V, line 4; Part X, line 2; Part XI, lines 2d and 4b; and Part XII, lines 2d and 4b. Also complete this part to provide any additional information.

Return Reference	Explanation
PART III, LINE 4:	ORIGINAL ARTWORK DISPLAYING THE TEACHING AND HEALING MINISTRIES OF JESUS CHRIST AND FOUNDERS OF LOMA LINDA UNIVERSITY.
PART V, LINE 4:	ENDOWMENT FUNDS ARE INTENDED TO BE USED FOR STUDENT SCHOLARSHIPS, STUDENT LOANS, RESEARCH, OPERATIONS OF LLU AND RELATED ORGANIZATIONS AND OTHER PURPOSES AS SPECIFIED BY THE UNIVERSITY AND DONORS.

Schedule D (Form 990) (Rev. 1-2025)

Additional Data

Software ID:
Software Version:

- TIN:

SCHEDULE E(Form 990)
(Rev. January 2025)

Department of the Treasury
Internal Revenue Service

Schools

Complete if the organization answered "Yes" on Form 990,
Part IV, line 13, or Form 990-EZ, Part VI, line 48.
Right pointing arrow large image

Attach to Form 990 or Form 990-EZ.
Right pointing arrow large image

Go to www.irs.gov/Form990EZ for instructions and the latest information.

OMB No. 1545-0047Open to Public Inspection

Name of the organization

LOMA LINDA UNIVERSITY

Employer identification number

95-1816009

Part I

YES

Does the organization have a racially nondiscriminatory policy toward students by statement in its charter, bylaws,

other governing instrument, or in a resolution of its governing body? . . . . . . . . . . . . . . . . . .

Yes

Does the organization include a statement of its racially nondiscriminatory policy toward students in all its

brochures, catalogues, and other written communications with the public dealing with student admissions,

programs, and scholarships? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

Yes

Has the organization publicized its racially nondiscriminatory policy on its primary publicly accessible Internet homepage at

all times during its taxable year in a manner reasonably expected to be noticed by visitors to the homepage, or through

newspaper or broadcast media during the period of solicitation for students, or during the registration period if it has no

solicitation program, in a way that makes the policy known to all parts of the general community it serves? If "Yes," please

describe. If "No," please explain. If you need more space use Part II. . . . . . . . . . . . . . . . . . .

Yes

Does the organization maintain the following:

Records indicating the racial composition of the student body, faculty, and administrative staff? . . . . . . . . .

Yes

Records documenting that scholarships and other financial assistance are awarded on a racially nondiscriminatory

basis? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

Yes

Copies of all catalogues, brochures, announcements, and other written communications to the public dealing

with student admissions, programs, and scholarships? . . . . . . . . . . . . . . . . . . . . . . .

Yes

Copies of all material used by the organization or on its behalf to solicit contributions? . . . . . . . . . . . .

Yes

If you answered "No" to any of the above, please explain. If you need more space, use Part II.

Does the organization discriminate by race in any way with respect to:

Students' rights or privileges? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

Admissions policies? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

Employment of faculty or administrative staff? . . . . . . . . . . . . . . . . . . . . . . . . .

Scholarships or other financial assistance? . . . . . . . . . . . . . . . . . . . . . . . . . .

Yes

Educational policies? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

Use of facilities? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

Athletic programs? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

Other extracurricular activities? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

If you answered "Yes" to any of the above, please explain. If you need more space, use Part II.

Does the organization receive any financial aid or assistance from a governmental agency? . . . . . . . . . .

Yes

Has the organization's right to such aid ever been revoked or suspended? . . . . . . . . . . . . . . . .

If you answered "Yes" to either line 6a or line 6b, explain in Part II.

Does the organization certify that it has complied with the applicable requirements of sections 4.01 through 4.05

of Rev. Proc. 75-50, 1975-2 C.B. 587, as modified by Rev. Proc. 2019-22, 2019-22 I.R.B. 1260, covering racial nondiscrimination? If "No," explain in Part II. . . . . . . . . . . . . . . . . . . . . . . . . .

Yes

Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990-EZ.

Cat. No. 50085D

Schedule E (Form 990) (Rev. 1-2025)

Page 2

Part II

Supplemental Information. Provide the explanations required by Part I, lines 3, 4d, 5h, 6b, and 7, as applicable. Also provide
any other additional information. See instructions.

Return Reference	Explanation
SCHEDULE E, PART I, LINE 3	THE UNIVERSITY'S RACIALLY NONDISCRIMINATORY POLICY IS PUBLISHED IN THE STUDENT HANDBOOK, THE UNIVERSITY CATALOG, AND ON THE UNIVERSITY'S WEBSITE.
SCHEDULE E, PART I, LINE 5	SOME SCHOLARSHIPS ARE FUNDED BY MINORITY GROUPS WHO SPECIFY THAT THEY SHOULD BE AWARDED ONLY TO THE RESPECTIVE MINORITY STUDENTS. ALL OTHERS ARE AWARDED WITHOUT REGARD TO RACE.
SCHEDULE E, PART I, LINE 6	THE UNIVERSITY RECEIVES FUNDS FROM GOVERNMENT AGENCIES AS GRANTS FOR RESEARCH, EDUCATION AND COMMUNITY PROGRAMS. UNIVERSITY STUDENTS RECEIVE FUNDS FROM GOVERNMENT AGENCIES AS GRANTS AND LOANS.

Schedule E (Form 990) (Rev. 1-2025)

Additional Data

Software ID:
Software Version:

- TIN:

SCHEDULE F(Form 990)
(Rev. January 2025)

Department of the Treasury
Internal Revenue Service

Statement of Activities Outside the United States

Complete if the organization answered "Yes" to Form 990, Part IV, line 14b, 15, or 16. Right arrow

Attach to Form 990. Right arrow

Go to www.irs.gov/Form990 for instructions and the latest information.

OMB No. 1545-0047

Open to Public Inspection

Name of the organization
LOMA LINDA UNIVERSITY

Employer identification number

95-1816009

Part I

General Information on Activities Outside the United States. Complete if the organization answered "Yes" on Form 990, Part IV, line 14b.

For grantmakers. Does the organization maintain records to substantiate the amount of its grants and

other assistance, the grantees’ eligibility for the grants or assistance, and the selection criteria used

to award the grants or assistance? . . . . . . . . . . . . . . . . . . . . . . . . .

Yes

For grantmakers. Describe in Part V the organization’s procedures for monitoring the use of its grants and other assistance outside the United States.

Activites per Region. (The following Part I, line 3 table can be duplicated if additional space is needed.)

(a) Region		(b) Number of offices in the region	(c) Number of employees, agents, and independent contractors in the region	(d) Activities conducted in region (by type) (such as, fundraising, program services, investments, grants to recipients located in the region)	(e) If activity listed in (d) is a program service, describe specific type of service(s) in the region	(f) Total expenditures for and investments in the region
	CENTRAL AMERICA AND THE CARIBBEAN	0	10	PROGRAM SERVICES	BOARD MEETING, CLINICAL SERVICES, RESEARCH, MEETINGS, CONFERENCES	30,590
	EAST ASIA AND THE PACIFIC	0	53	PROGRAM SERVICES	TEACHING, CONSULTATIONS, WORKSHOPS, MEETINGS, CLINICAL SERVICES, GRADUATION CEREMONIES, RESEARCH, PROJECTS, CONFERENCES	185,875
	EUROPE (INCLUDING ICELAND & GREENLAND)	0	31	PROGRAM SERVICES	MEETINGS, STUDENT RECRUITMENT, HISTORICAL/RELIGIOUS TOURS, RESEARCH, WORKSHOPS, TRAINING, CONSULTATIONS, CONFERENCES	89,002
	MIDDLE EAST AND NORTH AFRICA	0	3	PROGRAM SERVICES	CONFERENCE, MEETING	12,688
	NORTH AMERICA - CANADA AND MEXICO	0	7	PROGRAM SERVICES	CONFERENCE, RESEARCH, MEETING	13,598
	SOUTH AMERICA	0	15	PROGRAM SERVICES	RESEARCH, MEETING, PROJECT, TEACHING, CONFERENCE	39,726
	SOUTH ASIA	0	2	PROGRAM SERVICES	CONFERENCE, CONSULTATION	4,184
	SUB-SAHARAN AFRICA	0	30	PROGRAM SERVICES	MEETING, TEACHING, CONSULTATION, RESEARCH, PROJECT, WORKSHOP, CLINICAL SERVICE, CONFERENCE, BOARD MEETINGS	90,447
	EAST ASIA AND THE PACIFIC	0	0	INVESTMENTS		11,955,339
	EUROPE (INCLUDING ICELAND & GREENLAND)	0	0	INVESTMENTS		43,644,080
	NORTH AMERICA - CANADA AND MEXICO	0	0	INVESTMENTS		7,520,559
	SOUTH AMERICA	0	0	INVESTMENTS		960,400





3a	Sub-total ....	0	151			466,110
b	Total from continuation sheets to Part I ...	0	0			64,080,378
c	Totals (add lines 3a and 3b)	0	151			64,546,488

For Paperwork Reduction Act Notice, see the Instructions for Form 990.Cat. No. 50082W Schedule F (Form 990) (Rev. 1-2025)

Schedule F (Form 990) (Rev. 1-2025)

Page 2

Part II

Grants and Other Assistance to Organizations or Entities Outside the United States. Complete if the organization answered "Yes" on Form 990, Part IV, line 15, for any recipient who received more than $5,000. Part II can be duplicated if additional space is needed.

1 (a) Name of organization		(b) IRS code section and EIN (if applicable)	(c) Region	(d) Purpose of grant	(e) Amount of cash grant	(f) Manner of cash disbursement	(g) Amount of noncash assistance	(h) Description of noncash assistance	(i) Method of valuation (book, FMV, appraisal, other)

2	Enter total number of recipient organizations listed above that are recognized as charities by the foreign country, recognized as tax-exempt by the IRS, or for which the grantee or counsel has provided a section 501(c)(3) equivalency letter .......
3	Enter total number of other organizations or entities .......................

Schedule F (Form 990) (Rev. 1-2025)

Schedule F (Form 990) (Rev. 1-2025)Page 3

Part III

Grants and Other Assistance to Individuals Outside the United States. Complete if the organization answered "Yes" on Form 990, Part IV, line 16.

Part III can be duplicated if additional space is needed.

(a) Type of grant or assistance		(b) Region	(c) Number of recipients	(d) Amount of cash grant	(e) Manner of cash disbursement	(f) Amount of noncash assistance	(g) Description of noncash assistance	(h) Method of valuation (book, FMV, appraisal, other)

Schedule F (Form 990) (Rev. 1-2025)

Page 4

Part IV

Foreign Forms

Schedule F (Form 990) (Rev. 1-2025)

Page 5

Part V

Supplemental Information
Provide the information required by Part I, line 2 (monitoring of funds); Part I, line 3, column (f) (accounting method; amounts of investments vs. expenditures per region); Part II, line 1 (accounting method); Part III (accounting method); and Part III, column (c) (estimated number of recipients), as applicable. Also complete this part to provide any additional information. See instructions.

ReturnReference	Explanation
PART I, LINE 2:	LLU WORKS IN CONJUNCTION WITH THE LLUH GLOBAL HEALTH INSTITUTE (GHI) TO MONITOR AND TRACK THE PROJECTS THAT ARE OUTSIDE THE UNITED STATES. THE INSTITUTE PROVIDES OPPORTUNITIES FOR STAFF, FACULTY AND STUDENTS. GHI ALSO PROVIDES FOCUS, COORDINATION, AND LOGISTICAL SUPPORT FOR THE MANY INTERNATIONAL INITIATIVES ARISING FROM LOMA LINDA UNIVERSITY SCHOOLS AND HOSPITALS.
PART I, LINE 3:	ACCRUAL BASIS
PART III:	ACCRUAL BASIS

Schedule F (Form 990) (Rev. 1-2025)

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Schedule I
(Form 990)
(Rev. January 2025)

Department of the Treasury
Internal Revenue Service

Grants and Other Assistance to Organizations,
Governments and Individuals in the United States

Complete if the organization answered "Yes," on Form 990, Part IV, line 21 or 22.
lBullet

Attach to Form 990.
lBullet

Go to www.irs.gov/Form990 for instructions and the latest information.

OMB No. 1545-0047

Open to Public
Inspection

Name of the organization
LOMA LINDA UNIVERSITY

Employer identification number
95-1816009

Part I

General Information on Grants and Assistance

Does the organization maintain records to substantiate the amount of the grants or assistance, the grantees' eligibility for the grants or assistance, and
the selection criteria used to award the grants or assistance? ........................

Yes No

Describe in Part IV the organization's procedures for monitoring the use of grant funds in the United States.

Part II

Grants and Other Assistance to Domestic Organizations and Domestic Governments. Complete if the organization answered "Yes" on Form 990, Part IV, line 21, for any recipient

that received more than $5,000. Part II can be duplicated if additional space is needed.

(a) Name and address of organization or government	(b) EIN	(c) IRC section (if applicable)	(d) Amount of cash grant	(h) Purpose of grant or assistance
(1) FACULTY PHYSICIANS AND SURGEONS OF LLUSM 11370 ANDERSON ST LOMA LINDA,CA92354	33-0672915	501(C)(3)	15,000	SUPPORT LOCAL MEDICAL EDUCATION
(2) LOMA LINDA ACADEMY 10656 ANDERSON ST LOMA LINDA,CA92354	95-1831069	501(C)(3)	13,100	SUPPORT LOCAL SDA SCHOOL AFFILIATED WITH LLU
(3) WHITE MEMORIAL MEDICAL CENTER CHARITABLE FOUNDATION 1720 E CESAR E CHAVEZ AVE LOS ANGELES,CA90033	95-3760201	501(C)(3)	10,000	SUPPORT LOCAL SDA MEDICAL HOSPITALS MEDICAL PROGRAMS
(4) GENERAL CONFERENCE OF SEVENTH DAY ADVENTISTS 12501 OLD COLUMBIA PIKE SILVER SPRING,MD20904	52-0643036	501(C)(3)	7,000	SUPPORT SDA GENERAL CONFERENCE EDUCATIONAL AND GRANTS
(5) LOMA LINDA UNIVERSITY MEDICAL AUXILLARY 11245 ANDERSON ST STE 230 LOMA LINDA,CA92354	95-3157339	501(C)(3)	5,350	SUPPORT LOCAL SDA ASSOCIATIONS FOR EDUCATION PURPOSES

Enter total number of section 501(c)(3) and government organizations listed in the line 1 table ................. Bullet Image

Enter total number of other organizations listed in the line 1 table ........................ . Bullet Image

For Paperwork Reduction Act Notice, see the Instructions for Form 990.

Cat. No. 50055P

Schedule I (Form 990) Rev. 1-2025

Page 2

Part III

Grants and Other Assistance to Domestic Individuals. Complete if the organization answered "Yes" on Form 990, Part IV, line 22.
Part III can be duplicated if additional space is needed.

(a) Type of grant or assistance	(b) Number of recipients	(c) Amount of cash grant	(d) Amount of noncash assistance	(e) Method of valuation (book, FMV, appraisal, other)	(f) Description of noncash assistance

(1) SCHOOL OF ALLIED HEALTH PROFESSIONS	423	494,180
(2) SCHOOL OF DENTISTRY	289	969,080
(3) SCHOOL OF MEDICINE	640	10,586,457
(4) SCHOOL OF NURSING	684	1,237,202
(5) SCHOOL OF PHARMACY	139	1,248,099
(6) SCHOOL OF PUBLIC HEALTH	221	1,238,215
(7) SCHOOL OF RELIGION	25	315,934
(8) SCHOOL OF BEHAVIORAL HEALTH	346	3,524,056
(9) NON-SCHOOL SPECIFIC GRANTS	0	3,979,924

Part IV

Supplemental Information. Provide the information required in Part I, line 2; Part III, column (b); and any other additional information.

Return Reference	Explanation
PART I, LINE 2:	GRANTS ARE ACCOUNTED FOR IN THE UNIVERSITY'S ACCOUNTING RECORDS, INCLUDING SUPPORTING DOCUMENTATION FOR ALL EXPENDITURES. GRANT MANAGERS ARE REQUIRED TO ASSERT THAT FUNDS HAVE BEEN SPENT IN ACCORDANCE WITH THE GRANT REQUIREMENTS.

Schedule I (Form 990) Rev. 1-2025

Additional Data

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Schedule J
(Form 990)
(Rev. January 2025)

Department of the Treasury
Internal Revenue Service

Compensation Information

For certain Officers, Directors, Trustees, Key Employees, and Highest
Compensated Employees
medium right arrow graphic

Complete if the organization answered "Yes" on Form 990, Part IV, line 23.
medium right arrow graphic

Attach to Form 990.
medium right arrow graphic

Go to www.irs.gov/Form990 for instructions and the latest information.

OMB No. 1545-0047

Open to Public Inspection

Name of the organization

LOMA LINDA UNIVERSITY

Employer identification number

95-1816009

Part I

Questions Regarding Compensation

Yes

Check the appropiate box(es) if the organization provided any of the following to or for a person listed on Form
990, Part VII, Section A, line 1a. Complete Part III to provide any relevant information regarding these items.

First-class or charter travel Housing allowance or residence for personal use

Travel for companions Payments for business use of personal residence

Tax idemnification and gross-up payments Health or social club dues or initiation fees

Discretionary spending account Personal services (e.g., maid, chauffeur, chef)

If any of the boxes on Line 1a are checked, did the organization follow a written policy regarding payment or reimbursement or provision of all of the expenses described above? If "No," complete Part III to explain .....

Yes

Did the organization require substantiation prior to reimbursing or allowing expenses incurred by all
directors, trustees, officers, including the CEO/Executive Director, regarding the items checked on Line 1a? ....

Yes

Indicate which, if any, of the following the filing organization used to establish the compensation of the
organization's CEO/Executive Director. Check all that apply. Do not check any boxes for methods
used by a related organization to establish compensation of the CEO/Executive Director, but explain in Part III.

Compensation committee Written employment contract

Independent compensation consultant Compensation survey or study

Form 990 of other organizations Approval by the board or compensation committee

During the year, did any person listed on Form 990, Part VII, Section A, line 1a, with respect to the filing organization or a related organization:

Receive a severance payment or change-of-control payment? .............

Participate in, or receive payment from, a supplemental nonqualified retirement plan? .........

Yes

Participate in, or receive payment from, an equity-based compensation arrangement? .........

If "Yes" to any of lines 4a-c, list the persons and provide the applicable amounts for each item in Part III.

Only 501(c)(3), 501(c)(4), and 501(c)(29) organizations must complete lines 5-9.

For persons listed on Form 990, Part VII, Section A, line 1a, did the organization pay or accrue any
compensation contingent on the revenues of:

The organization? ....................

Any related organization? .......................

If "Yes," on line 5a or 5b, describe in Part III.

For persons listed on Form 990, Part VII, Section A, line 1a, did the organization pay or accrue any
compensation contingent on the net earnings of:

The organization? ..................

Any related organization? ......................

If "Yes," on line 6a or 6b, describe in Part III.

For persons listed on Form 990, Part VII, Section A, line 1a, did the organization provide any nonfixed
payments not described in lines 5 and 6? If "Yes," describe in Part III ............

Yes

Were any amounts reported on Form 990, Part VII, paid or accured pursuant to a contract that was
subject to the initial contract exception described in Regulations section 53.4958-4(a)(3)? If "Yes," describe
in Part III ..........................

If "Yes" on line 8, did the organization also follow the rebuttable presumption procedure described in Regulations section 53.4958-6(c)? .........................

For Paperwork Reduction Act Notice, see the Instructions for Form 990.

Cat. No. 50053T

Schedule J (Form 990) (Rev. 1-2025)

Page 2

Part II

Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees. Use duplicate copies if additional space is needed.

For each individual whose compensation must be reported on Schedule J, report compensation from the organization on row (i) and from related organizations, described in the
instructions, on row (ii). Do not list any individuals that are not listed on Form 990, Part VII.
Note. The sum of columns (B)(i)-(iii) for each listed individual must equal the total amount of Form 990, Part VII, Section A, line 1a, applicable column (D) and (E) amounts for that individual.

(A) Name and Title		(B) Breakdown of W-2, 1099-MISC compensation, and/or 1099-NEC			(C) Retirement and other deferred compensation	(D) Nontaxable benefits	(E) Total of columns (B)(i)-(D)	(F) Compensation in column (B) reported as deferred on prior Form 990
(A) Name and Title		(i) Base compensation	(ii) Bonus & incentive compensation	(iii) Other reportable compensation	(C) Retirement and other deferred compensation	(D) Nontaxable benefits	(E) Total of columns (B)(i)-(D)
1ANGELA LALAS CFO	(i) (ii)	0 ------------- 889,446	0 ------------- 212,740	0 ------------- 173,635	0 ------------- 53,125	0 ------------- 108,796	0 ------------- 1,437,742	0 ------------- 0
2ANTHONY HILLIARD TRUSTEE	(i) (ii)	0 ------------- 751,540	0 ------------- 145,793	0 ------------- 241,555	0 ------------- 65,197	0 ------------- 35,301	0 ------------- 1,239,386	0 ------------- 0
3TREVOR WRIGHT TRUSTEE (THRU 10/24)	(i) (ii)	0 ------------- 774,245	0 ------------- 0	0 ------------- 165,996	0 ------------- 48,237	0 ------------- 97,406	0 ------------- 1,085,884	0 ------------- 0
4TAMARA THOMAS DEAN-SCHOOL OF MEDICINE	(i) (ii)	0 ------------- 652,484	0 ------------- 126,215	0 ------------- 147,830	0 ------------- 48,098	0 ------------- 70,912	0 ------------- 1,045,539	0 ------------- 0
5ROBERT MARTIN TRUSTEE	(i) (ii)	0 ------------- 750,000	0 ------------- 99,602	0 ------------- 90,239	0 ------------- 41,400	0 ------------- 6,200	0 ------------- 987,441	0 ------------- 0
6MARK HUBBARD ASST SECRETARY	(i) (ii)	0 ------------- 586,000	0 ------------- 118,108	0 ------------- 132,582	0 ------------- 46,709	0 ------------- 72,530	0 ------------- 955,929	0 ------------- 0
7RICHARD A HART TRUSTEE, PRESIDENT	(i) (ii)	0 ------------- 662,115	0 ------------- 0	0 ------------- 125,103	0 ------------- 46,029	0 ------------- 81,392	0 ------------- 914,639	0 ------------- 0
8RICARDO PEVERINI TRUSTEE	(i) (ii)	0 ------------- 627,500	0 ------------- 175,000	0 ------------- 0	0 ------------- 41,400	0 ------------- 6,200	0 ------------- 850,100	0 ------------- 0
9HERBERT RUCKLE TRUSTEE	(i) (ii)	0 ------------- 550,000	0 ------------- 238,000	0 ------------- 0	0 ------------- 41,400	0 ------------- 8,700	0 ------------- 838,100	0 ------------- 0
10RODNEY NEAL SENIOR VP FINANCIAL AFFAIRS	(i) (ii)	0 ------------- 381,484	0 ------------- 13,923	0 ------------- 48,904	0 ------------- 41,030	0 ------------- 63,407	0 ------------- 548,748	0 ------------- 0
11ALAN HERFORD PROGRAM DIRECTOR 2	(i) (ii)	206,950 ------------- 0	11,172 ------------- 0	256,199 ------------- 0	31,393 ------------- 0	24,073 ------------- 0	529,787 ------------- 0	0 ------------- 0
12FRANCIS CHAN TRUSTEE	(i) (ii)	0 ------------- 360,417	0 ------------- 92,250	0 ------------- 20,861	0 ------------- 41,400	0 ------------- 6,200	0 ------------- 521,128	0 ------------- 0
13LEW MOWERY ASSISTANT SECRETARY	(i) (ii)	0 ------------- 326,827	0 ------------- 46,708	0 ------------- 38,404	0 ------------- 40,561	0 ------------- 58,383	0 ------------- 510,883	0 ------------- 0
14TRAVIS LOSEY MD VP-RESEARCH AFFAIRS (AS OF 09/24)	(i) (ii)	0 ------------- 310,000	0 ------------- 145,255	0 ------------- 0	0 ------------- 41,400	0 ------------- 6,200	0 ------------- 502,855	0 ------------- 0
15RONALD L CARTER PROVOST	(i) (ii)	0 ------------- 368,653	0 ------------- 0	0 ------------- 50,549	0 ------------- 24,228	0 ------------- 56,874	0 ------------- 500,304	0 ------------- 0
16PAUL HERRMANN TRUSTEE	(i) (ii)	0 ------------- 348,012	0 ------------- 40,668	0 ------------- 59,121	0 ------------- 41,400	0 ------------- 5,700	0 ------------- 494,901	0 ------------- 0
17CHI VIET ASSISTANT PROFESSOR	(i) (ii)	181,671 ------------- 0	8,959 ------------- 0	220,634 ------------- 0	29,360 ------------- 0	38,520 ------------- 0	479,144 ------------- 0	0 ------------- 0
18ERIC SCHILT ASST SECRETARY (AS OF 05/25)	(i) (ii)	0 ------------- 304,750	0 ------------- 45,225	0 ------------- 27,362	0 ------------- 40,059	0 ------------- 61,316	0 ------------- 478,712	0 ------------- 0
19JAIME LOZADA PROGRAM DIRECTOR 2	(i) (ii)	214,869 ------------- 0	6,236 ------------- 0	174,617 ------------- 0	27,781 ------------- 0	17,617 ------------- 0	441,120 ------------- 0	0 ------------- 0
20ROBERT A HANDYSIDES DEAN-SCHOOL OF DENTISTRY	(i) (ii)	338,753 ------------- 0	200 ------------- 0	19,777 ------------- 0	26,243 ------------- 0	24,073 ------------- 0	409,046 ------------- 0	0 ------------- 0
21MICHAEL SAMARDZIJA VP-RESEARCH AFFAIRS (THRU 10/24)	(i) (ii)	0 ------------- 296,423	0 ------------- 0	0 ------------- 37,912	0 ------------- 24,646	0 ------------- 49,889	0 ------------- 408,870	0 ------------- 0
22IRIS HYUNJOO NAM DENTAL CLINIC PRACTITIONER	(i) (ii)	123,213 ------------- 0	11,826 ------------- 0	200,409 ------------- 0	24,365 ------------- 0	17,617 ------------- 0	377,430 ------------- 0	0 ------------- 0
23CARLOS MORETTA ASSISTANT PROFESSOR-PROG DIR	(i) (ii)	197,729 ------------- 0	5,732 ------------- 0	122,476 ------------- 0	24,662 ------------- 0	24,073 ------------- 0	374,672 ------------- 0	0 ------------- 0
24DAVID P HARRIS VICE PRESIDENT	(i) (ii)	0 ------------- 248,769	0 ------------- 0	0 ------------- 31,203	0 ------------- 32,951	0 ------------- 46,117	0 ------------- 359,040	0 ------------- 0
25KARL HAFFNER VP-STUDENT SERVICES	(i) (ii)	0 ------------- 240,096	0 ------------- 0	0 ------------- 23,999	0 ------------- 25,642	0 ------------- 42,489	0 ------------- 332,226	0 ------------- 0
26SHAWN COLLINS DEAN-SCHOOL OF NURSING	(i) (ii)	230,411 ------------- 9,436	359 ------------- 0	20,839 ------------- 2,621	17,629 ------------- 0	24,073 ------------- 0	293,311 ------------- 12,057	0 ------------- 0
27BEVERLY BUCKLES DEAN-SCHOOL OF BEHAVIORAL HEALTH	(i) (ii)	234,150 ------------- 0	200 ------------- 0	18,124 ------------- 0	18,226 ------------- 0	8,497 ------------- 0	279,197 ------------- 0	0 ------------- 0
28KEVIN FISCHER ASST SECRETARY (THRU 3/25)	(i) (ii)	0 ------------- 167,879	0 ------------- 19,099	0 ------------- 28,165	0 ------------- 11,782	0 ------------- 17,662	0 ------------- 244,587	0 ------------- 0
29ADAM ARECHIGA DEAN-SCHOOL OF PUBLIC HEALTH	(i) (ii)	187,386 ------------- 0	200 ------------- 0	15,238 ------------- 0	14,777 ------------- 0	24,073 ------------- 0	241,674 ------------- 0	0 ------------- 0
30MYRNA HANNA CORPORATE SECRETARY	(i) (ii)	0 ------------- 146,097	0 ------------- 17,303	0 ------------- 24,189	0 ------------- 9,546	0 ------------- 17,662	0 ------------- 214,797	0 ------------- 0
31HELEN HOPP MARSHAK ASSOCIATE PROVOST	(i) (ii)	156,386 ------------- 0	200 ------------- 0	15,499 ------------- 0	12,249 ------------- 0	14,401 ------------- 0	198,735 ------------- 0	0 ------------- 0
32ANDREW RAY ASST SECRETARY (AS OF 05/25)	(i) (ii)	0 ------------- 144,314	0 ------------- 16,598	0 ------------- 18,429	0 ------------- 9,834	0 ------------- 8,691	0 ------------- 197,866	0 ------------- 0
33KENNETH IWAKOSHI ASSISTANT SECRETARY	(i) (ii)	0 ------------- 133,973	0 ------------- 16,480	0 ------------- 28,616	0 ------------- 8,947	0 ------------- 8,597	0 ------------- 196,613	0 ------------- 0

Schedule J (Form 990) (Rev. 1-2025)

Page 3

Part III

Supplemental Information

Provide the information, explanation, or descriptions required for Part I, lines 1a, 1b, 3, 4a, 4b, 4c, 5a, 5b, 6a, 6b, 7, and 8, and for Part II. Also complete this part for any additional information.

Return Reference	Explanation
PART I, LINE 1A	LLUH BENEFITS PROVIDE FOR GROSS-UP PAYMENTS TO APPROXIMATELY COVER THE TAXES ON THE IMPUTED COST OF GROUP-TERM LIFE INSURANCE COVERAGE IN EXCESS OF $50,000. ALL EMPLOYEES RECEIVED THIS BENEFIT. THE TAXABLE COST OF THIS BENEFIT IS INCLUDED IN THE EMPLOYEE'S W-2. TAX INDEMNIFICATION & GROSS-UP PAYMENTS: CARTER, RONALD $3,406 HAFFNER, KARL $3,287 HARRIS, DAVID PAUL $3,996 HART, RICHARD HENRY $4,678 HILLIARD, ANTHONY A. $187 LALAS, ANGELA MANALO $1,942 MOWERY JR, LLEWELLYN L. $5,545 NEAL, RODNEY $5,726 SCHILT, ERIC NICHOLAS $826 THOMAS, TAMARA LYNN $10,557 WRIGHT, TREVOR $6,492 SAMARDZIJA, MICHAEL $4,804 HUBBARD, MARK LEE $12,120
PART I, LINE 3	THE ORGANIZATION RELIED ON A RELATED ORGANIZATION THAT USED ONE OR MORE OF THE METHODS DESCRIBED TO ESTABLISH TOP MANAGEMENT OFFICIAL'S COMPENSATION.
PART I, LINE 4B	NET FLEX PLAN CREDITS PAID TO EMPLOYEE IN CASH: CARTER, RONALD $32,680 HAFFNER, KARL $2,395 HARRIS, DAVID PAUL $11,481 HART, RICHARD HENRY $104,428 HILLIARD, ANTHONY A. $37,369 LALAS, ANGELA MANALO $158,993 MOWERY JR, LLEWELLYN L. $15,576 NEAL, RODNEY $25,641 SAMARDZIJA, MICHAEL $18,405 SCHILT, ERIC NICHOLAS $15,182 THOMAS, TAMARA LYNN $107,825 WRIGHT, TREVOR $143,593 HUBBARD, MARK LEE $89,889
PART I, LINE 7	BONUSES ARE APPROVED BY THE BOARD OF DIRECTORS AND BASED ON MEETING GOALS.
SCHEDULE J, PART II:	THE FOLLOWING OFFICERS LISTED ON THE FORM 990, PART VII, LINE 1A OR ON SCHEDULE J, PART II ARE EMPLOYED BY LLUH. LLUH PAYS THE COMPENSATION FOR THESE OFFICERS AND REPORTS THE COMPENSATION AMOUNTS IN THE FORMS W-2 FOR EACH OFFICER. AMOUNTS REPORTED ON THE FORM 990, PART VII, LINE 1A, COLUMNS E AND F, OR ON SCHEDULE J, PART II, COLUMN E REPRESENT TOTAL AMOUNTS OF COMPENSATION RECEIVED BY EACH OFFICER FROM LLUH. THE OFFICERS DO NOT RECEIVE ANY OTHER COMPENSATION AMOUNTS FROM RELATED ORGANIZATIONS. LLUH ALLOCATES THE COMPENSATION AMOUNTS TO THE APPLICABLE RELATED ORGANIZATIONS AND RECEIVES REIMBURSEMENT PAYMENTS PURSUANT TO THE MANAGEMENT CONTRACT. ALLOCATION PERCENTAGES OF THE COMPENSATION PAYMENTS FOR THE OFFICERS ARE AS FOLLOWS: - CARTER, RONALD COMPENSATION, EXCLUDING VARIABLE COMPENSATION:100% FUNDED BY LLU. - HAFFNER, KARL COMPENSATION, EXCLUDING VARIABLE COMPENSATION:100% FUNDED BY LLU. - HANNA, MYRNA, 100% FUNDED BY USS - HARRIS, DAVID PAUL COMPENSATION, EXCLUDING VARIABLE COMPENSATION:100% FUNDED BY LLU. - HART, RICHARD HENRY COMPENSATION, EXCLUDING VARIABLE COMPENSATION: 33% FUNDED BY MC, 12% FUNDED BY CH, 5% FUNDED BY MURR AND 50% FUNDED BY LLU. - HUBBARD, MARK LEE COMPENSATION, EXCLUDING VARIABLE COMPENSATION: 10% FUNDED BY MC, 3% FUNDED BY CH, 2% FUNDED BY MURR, 70% FUNDED BY RM AND 15% FUNDED BY USS. VARIABLE COMPENSATION: 65.22% FUNDED BY MC AND, 34.78% FUNDED BY CH. - IWAKOSHI, KENNETH, 100% FUNDED BY USS - LALAS, ANGELA MANALO COMPENSATION, EXCLUDING VARIABLE COMPENSATION: 57% FUNDED BY MC, 20% FUNDED BY CH, 8% FUNDED BY MURR AND 15% FUNDED BY USS. VARIABLE COMPENSATION: 65.22% FUNDED BY MC ADN 34.78% FUNDED BY CH. - MOWERY, JR, LLEWELLYN L. COMPENSATION, EXCLUDING VARIABLE COMPENSATION: 100% FUNDED BY USS. VARIABLE COMPENSATION: 64% FUNDED BY MC, 22% FUNDED BY CH, 14% FUNDED BY MURR. - NEAL, RODNEY COMPENSATION, EXCLUDING VARIABLE COMPENSATION: 85% FUNDED BY LLU AND 15% FUNDED BY USS. VARIABLE COMPENSATION: 68% FUNDED BY MC AND 32% FUNDED BY CH. - RAY, ANDREW, 100% FUNDED BY USS - SAMARDZIJA, MICHAEL COMPENSATION, EXCLUDING VARIABLE COMPENSATION:100% FUNDED BY LLU. - SCHILT, ERIC NICHOLAS COMPENSATION, EXCLUDING VARIABLE COMPENSATION: 100% FUNDED BY USS. VARIABLE COMPENSATION: 85% FUNDED BY MC, 10% FUNDED BY CH, 5% FUNDED BY MURR. - THOMAS, TAMARA LYNN COMPENSATION, EXCLUDING VARIABLE COMPENSATION:100% FUNDED BY LLU.

Schedule J (Form 990) (Rev. 1-2025)

Additional Data

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Schedule K
(Form 990)

Department of the Treasury
Internal Revenue Service

Supplemental Information on Tax-Exempt Bonds

Complete if the organization answered "Yes" to Form 990, Part Ⅵ, line 24a. Provide descriptions,
explanations, and any additional information in Part Ⅵ.
Attach to Form 990.
Go to www.irs.gov/Form990 for instructions and the latest information.

OMB No. 1545-0047

Open to Public
Inspection

Name of the organization
LOMA LINDA UNIVERSITY

Employer identification number
95-1816009

Part Ⅰ

Bond Issues

(a) Issuer name		(b) Issuer EIN	(c) CUSIP #	(d) Date issued	(e) Issue price	(f) Description of purpose	(g) Defeased		(h) On behalf of issuer		(i) Pool financing
(a) Issuer name		(b) Issuer EIN	(c) CUSIP #	(d) Date issued	(e) Issue price	(f) Description of purpose	Yes	No	Yes	No	Yes	No
A	CALIFORNIA EDUCATIONAL FACILITIES AUTHORITY	52-1705592	130179JF2	03-09-2017	149,174,009	SEE PART VI		X		X		X

Part Ⅱ

Proceeds

	A		B		C		D
	1 Amount of bonds retired ..................	9,785,000
2 Amount of bonds legally defeased ..............
3 Total proceeds of issue ..................	150,072,279
4 Gross proceeds in reserve funds .............
5 Capitalized interest from proceeds .............	9,858,508
6 Proceeds in refunding escrows ...............
7 Issuance costs from proceeds ...............	886,454
8 Credit enhancement from proceeds .............
9 Working capital expenditures from proceeds .............
10 Capital expenditures from proceeds .............	50,023,695
11 Other spent proceeds .............	89,303,622
12 Other unspent proceeds .............
13 Year of substantial completion .............	2020
	Yes	No	Yes	No	Yes	No	Yes	No
14 Were the bonds issued as part of a current refunding issue of tax-exempt bonds (or, if issued prior to 2020, a current refunding issue)? ........	X
15 Were the bonds issued as part of an advance refunding issue of taxable bonds (or, if issued prior to 2020, an advance refunding issue)? ........		X
16 Has the final allocation of proceeds been made? ..........	X
17 Does the organization maintain adequate books and records to support the final allocation of proceeds? ..................	X

For Paperwork Reduction Act Notice, see the Instructions for Form 990.

Cat. No. 50193E

Schedule K (Form 990) (Rev. 1-2025)

Page 2

Part Ⅲ

Private Business Use

	A		B		C		D
	Yes	No	Yes	No	Yes	No	Yes	No
1 Was the organization a partner in a partnership, or a member of an LLC, which owned property financed by tax-exempt bonds? .............		X
2 Are there any lease arrangements that may result in private business use of bond-financed property? ...............	X
3a Are there any management or service contracts that may result in private business use of bond-financed property? .............	X
b If "Yes" to line 3a, does the organization routinely engage bond counsel or other outside counsel to review any management or service contracts relating to the financed property?	X
c Are there any research agreements that may result in private business use of bond-financed property? .............	X
d If "Yes" to line 3c, does the organization routinely engage bond counsel or other outside counsel to review any research agreements relating to the financed property?	X
4 Enter the percentage of financed property used in a private business use by entities other than a section 501(c)(3) organization or a state or local government ....	0.800 %
5 Enter the percentage of financed property used in a private business use as a result of unrelated trade or business activity carried on by your organization, another section 501(c)(3) organization, or a state or local government .........	0.300 %
6 Total of lines 4 and 5 .............	1.100 %
7 Does the bond issue meet the private security or payment test? ...		X
8a Has there been a sale or disposition of any of the bond-financed property to a nongovernmental person other than a 501(c)(3) organization since the bonds were issued?.............		X
b If "Yes" to line 8a, enter the percentage of bond-financed property sold or disposed of. ..
c If "Yes" to line 8a, was any remedial action taken pursuant to Regulations sections 1.141-12 and 1.145-2? .............
9 Has the organization established written procedures to ensure that all nonqualified bonds of the issue are remediated in accordance with the requirements under Regulations sections 1.141-12 and 1.145-2? ........	X

Part Ⅳ

Arbitrage

	A		B		C		D
	Yes	No	Yes	No	Yes	No	Yes	No
1 Has the issuer filed Form 8038-T, Arbitrage Rebate, Yield Reduction and Penalty in Lieu of Arbitrage Rebate? ...		X
2 If "No" to line 1, did the following apply? ....
a Rebate not due yet? .......		X
b Exception to rebate? ........	X
c No rebate due? .........	X
If "Yes" to line 2c, provide in Part Ⅵ the date the rebate computation was performed ......
3 Is the bond issue a variable rate issue? .....		X

Schedule K (Form 990) (Rev. 1-2025)

Page 3

Part Ⅳ

Arbitrage (Continued)

	A		B		C		D
	Yes	No	Yes	No	Yes	No	Yes	No
4a Has the organization or the governmental issuer entered into a qualified hedge with respect to the bond issue?		X
b Name of provider ..........
c Term of hedge .........
d Was the hedge superintegrated? ......
e Was the hedge terminated? ........
5a Were gross proceeds invested in a guaranteed investment contract (GIC)?		X
b Name of provider ..........
c Term of GIC .........
d Was the regulatory safe harbor for establishing the fair market value of the GIC satisfied? ........
6 Were any gross proceeds invested beyond an available temporary period?		X
7 Has the organization established written procedures to monitor the requirements of section 148? ...	X

Part Ⅴ

Procedures To Undertake Corrective Action

	A		B		C		D
	Yes	No	Yes	No	Yes	No	Yes	No
Has the organization established written procedures to ensure that violations of federal tax requirements are timely identified and corrected through the voluntary closing agreement program if self-remediation is not available under applicable regulations?	X

Part Ⅵ

Supplemental Information. Provide additional information for responses to questions on Schedule K. (See instructions).

Return Reference	Explanation
PART I (F):	THE BONDS WERE ISSUED TO FINANCE CAPITAL PROJECTS, TO CURRENT REFUNDED SERIES 2007 BONDS (ISSUED ON NOVEMBER 14, 2007) TO REPAY THE BORROWER'S BANK OF AMERICA LOAN (ISSUED ON FEBRUARY 13, 2015), AND TO PAY COSTS OF ISSUANCE.
PART II, LINE 3:	THE TOTAL PROCEEDS SHOWN IN PART II, LINE 3 DIFFERS FROM THE ISSUE PRICE SHOWN IN PART I, (E) DUE TO INTEREST EARNINGS ON INVESTED PROCEEDS.
PART III, LINE 7:	AS PROVIDED IN TREASURY REGULATION SECTION 1.141-4(C)(2)(I)(B), THE AMOUNT OF PRIVATE PAYMENTS TAKEN INTO ACCOUNT UNDER THE PRIVATE SECURITY OR PAYMENT TEST MAY NOT EXCEED THE AMOUNT OF PRIVATE BUSINESS USE AND/OR UNRELATED TRADE OR BUSINESS USE. ACCORDINGLY, THE AMOUNT OF PRIVATE PAYMENTS FOR THE REPORTING PERIOD DOES NOT EXCEED THE AMOUNT STATED IN PART III, LINE 6. THE ORGANIZATION HAS NOT UNDERTAKEN AN ANALYSIS OF THE PRIVATE SECURITY OR PAYMENT TEST WITH RESPECT TO THE BONDS, AS THE LEVEL OF PRIVATE BUSINESS USE AND/OR UNRELATED TRADE OR BUSINESS USE REPORTED IN PART III, LINE 6, IS NOT IN EXCESS OF AMOUNTS PERMITTED UNDER SECTION 145 OF THE CODE.
PART IV, LINE 2(B):	THE REFUNDING PORTION OF THE BONDS HAVE MET THE 6-MONTH SPENDING EXCEPTION TO REBATE.
PART IV, LINE 2(C):	THE MOST RECENT 4TH YEAR REBATE REPORT WAS PREPARED BY BLX GROUP ON APRIL 4, 2021.

Schedule K (Form 990) (Rev. 1-2025)

Additional Data

Software ID:
Software Version:

- TIN:

Schedule L
(Form 990)
(Rev. January 2025)

Department of the Treasury
Internal Revenue Service

Transactions with Interested Persons

Complete if the organization answered "Yes" on Form 990, Part IV, lines 25a, 25b, 26, 27, 28a, 28b, or 28c, or Form 990-EZ, Part V, line 38a or 40b.
Attach to Form 990 or Form 990-EZ.
Go to www.irs.gov/Form990 for instructions and the latest information.

OMB No. 1545-0047

Open to Public Inspection

Name of the organization

LOMA LINDA UNIVERSITY

Employer identification number

95-1816009

Part I

Excess Benefit Transactions (section 501(c)(3), section 501(c)(4), and section 501(c)(29) organizations only).
Complete if the organization answered "Yes" on Form 990, Part IV, line 25a or 25b, or Form 990-EZ, Part V, line 40b.

1(a) Name of disqualified person	(c) Description of transaction	(d) Corrected?
1(a) Name of disqualified person	(c) Description of transaction	Yes	No

Enter the amount of tax incurred by the organization managers or disqualified persons during the year under section 4958. ........................... $

Enter the amount of tax, if any, on line 2, above, reimbursed by the organization ........ $

Part II

Loans to and/or From Interested Persons.
Complete if the organization answered "Yes" on Form 990-EZ, Part V, line 38a, or Form 990, Part IV, line 26; or if the organization reported an amount on Form 990, Part X, line 5, 6, or 22

(a) Name of interested person	(b) Relationship with organization	(c) Purpose of loan	(d) Loan to or from the organization?		(e) Original principal amount	(f) Balance due	(g) In default?		(h) Approved by board or committee?		(i) Written agreement?
(a) Name of interested person	(b) Relationship with organization	(c) Purpose of loan	To	From	(e) Original principal amount	(f) Balance due	Yes	No	Yes	No	Yes	No




Total ............... $

Part III

Grants or Assistance Benefiting Interested Persons.
Complete if the organization answered "Yes" on Form 990, Part IV, line 27.

(a) Name of interested person	(b) Relationship between interested person and the organization	(c) Amount of assistance	(d) Type of assistance	(e) Purpose of assistance

For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990-EZ.

Cat. No. 50056A

Schedule L (Form 990) (Rev. 1-2025)

Page 2

Part IV

Business Transactions Involving Interested Persons.
Complete if the organization answered "Yes" on Form 990, Part IV, line 28a, 28b, or 28c.

(a) Name of interested person	(b) Relationship between interested person and the organization	(c) Amount of transaction	(d) Description of transaction	(e) Sharing of organization's revenues?
(a) Name of interested person		(c) Amount of transaction	(d) Description of transaction	Yes	No
(1) JOLLY HUBBARD	FAMILY MEMBER OF AN OFFICER OF THE UNIVERSITY	118,874	WAGES		No
(2) JEREMY HUBBARD	FAMILY MEMBER OF AN OFFICER OF THE UNIVERSITY	203,623	WAGES		No

Part V

Supplemental Information
Provide additional information for responses to questions on Schedule L (see instructions).

Return Reference	Explanation

Schedule L (Form 990) (Rev. 1-2025)

Additional Data

Software ID:
Software Version:

- TIN:

SCHEDULE M
(Form 990)

Department of the Treasury

Internal Revenue Service

Noncash Contributions

Complete if the organizations answered "Yes" on Form 990, Part IV, lines 29 or 30.
Right pointing arrow large image

Attach to Form 990.
Right pointing arrow large image

Go to www.irs.gov/Form990 for the latest information.

OMB No. 1545-0047

2024

Open to Public Inspection

Name of the organization

LOMA LINDA UNIVERSITY

Employer identification number

95-1816009

Part I

Types of Property

	(a) Check if applicable	(b) Number of contributions or items contributed	(c) Noncash contribution amounts reported on Form 990, Part VIII, line 1g	(d) Method of determining noncash contribution amounts
1 Art—Works of art ....	X	4	11,395	FMV
2 Art—Historical treasures .
3 Art—Fractional interests ..
4 Books and publications ..
5 Clothing and household goods .......
6 Cars and other vehicles ..
7 Boats and planes ....
8 Intellectual property ...
9 Securities—Publicly traded .	X	80,791	4,215,499	FMV
10 Securities—Closely held stock .
11 Securities—Partnership, LLC, or trust interests ....
12 Securities—Miscellaneous ..
13 Qualified conservation contribution—Historic structures .....
14 Qualified conservation contribution—Other ...
15 Real estate—Residential .
16 Real estate—Commercial ..
17 Real estate—Other ...	X	4	2,449,000	FMV
18 Collectibles .....
19 Food inventory ...
20 Drugs and medical supplies .
21 Taxidermy ......
22 Historical artifacts ....
23 Scientific specimens ..
24 Archeological artifacts ...
25 Other ( MISCELLANEOUS )	X	28	39,658	FMV
26 Other ( )
27 Other ( )
28 Other ( )

Number of Forms 8283 received by the organization during the tax year for contributions
for which the organization completed Form 8283, Part IV, Donee Acknowledgement

Yes

30a

During the year, did the organization receive by contribution any property reported in Part I, lines 1 through 28, that it must hold for at least three years from the date of the initial contribution, and which isn't required to be used for exempt purposes for the entire holding period? ...................

30a

If "Yes," describe the arrangement in Part II.

Does the organization have a gift acceptance policy that requires the review of any nonstandard contributions?

Yes

32a

Does the organization hire or use third parties or related organizations to solicit, process, or sell noncash

contributions? ..........................

32a

If "Yes," describe in Part II.

If the organization didn't report an amount in column (c) for a type of property for which column (a) is checked,

describe in Part II.

For Paperwork Reduction Act Notice, see the Instructions for Form 990.

Cat. No. 51227J

Schedule M (Form 990) (2024)

Page 2

Part IISupplemental Information. Provide the information required by Part I, lines 30b, 32b, and 33, and whether the organization is reporting in Part I, column (b), the number of contributions, the number of items received, or a combination of both. Also complete this part for any additional information.

Return Reference	Explanation
PART I, COLUMN (B):	THE NUMBER OF ITEMS CONTRIBUTED ARE REPORTED IN COLUMN (B).

Schedule M (Form 990) (2024)

Additional Data

Software ID:
Software Version:

- TIN:

SCHEDULE O
(Form 990)
(Rev. January 2025)
Department of the Treasury
Internal Revenue Service

Supplemental Information to Form 990 or 990-EZ

Complete to provide information for responses to specific questions on
Form 990 or 990-EZ or to provide any additional information.
Attach to Form 990 or 990-EZ.
Go to www.irs.gov/Form990 for instructions and the latest information.

OMB No. 1545-0047

Open to Public
Inspection

Name of the organization

LOMA LINDA UNIVERSITY

Employer identification number

95-1816009

Return Reference	Explanation
FORM 990, PART VI, SECTION A, LINE 2	THE NATURE OF THE RELATIONSHIP IS EMPLOYMENT.
FORM 990, PART VI, SECTION A, LINE 3	EXECUTIVE LEADERSHIP IS EMPLOYED BY LOMA LINDA UNIVERSITY HEALTH (LLUH), A RELATED 501(C)(3) ORGANIZATION. LLUH IS THE SOLE MEMBER OF LOMA LINDA UNIVERSITY.
FORM 990, PART VI, SECTION A, LINE 6	LOMA LINDA UNIVERSITY HEALTH IS THE SOLE MEMBER OF LOMA LINDA UNIVERSITY.
FORM 990, PART VI, SECTION A, LINE 7A	LLUH AS THE SOLE MEMBER MAINTAINS CERTAIN RESERVED POWERS, INCLUDING THE POWER TO APPOINT OR REMOVE TRUSTEES.
FORM 990, PART VI, SECTION A, LINE 7B	THE POWERS RESERVED BY LLUH AS MEMBER, WHICH MAY ONLY BE EXERCISED BY THE LLUH BOARD UPON THE AFFIRMATIVE VOTE OF TWO-THIRDS OF THE TRUSTEES PRESENT AND VOTING AT ANY REGULAR OR SPECIAL MEETING OF THE BOARD AT WHICH A QUORUM IS PRESENT ARE TO: 1. APPROVE OR RATIFY ALL CHANGES TO THE ARTICLES OF INCORPORATION AND BYLAWS OF LLU, AS CORPORATE MEMBER. 2. APPOINT THE BOARD FOR LLU AS THE MEMBER. 3. APPROVE ANY SIGNIFICANT CHANGE IN THE CORPORATE PURPOSES OF LLU. THE POWERS RESERVED BY LLUH AS MEMBER, WHICH SHALL ONLY BE EXERCISED BY THE LLUH BOARD UPON MAJORITY VOTE OF LLUH'S TRUSTEES PRESENT AND VOTING AT A REGULAR OR SPECIAL MEETING WHENEVER A QUORUM IS PRESENT, ARE TO: 1. REMOVE FROM OFFICE ANY TRUSTEE OF LLU WITH OR WITHOUT CAUSE. 2. APPOINT THE EXECUTIVE VICE PRESIDENT FOR UNIVERSITY AFFAIRS WHO SHALL ORDINARILY SERVE AS THE CHANCELLOR. 3. APPROVE ANY MERGER, CONSOLIDATION, DISSOLUTION, SALE, OR TRANSFER OF MORE THAN TEN MILLION DOLLARS OF THE ASSETS OF LLU. 4. REQUIRE LLU TO HAVE A POLICY FOR BORROWING FUNDS THAT IS CONGRUENT WITH THE LLUH BOARD-APPROVED POLICY ON BORROWING. 5. APPROVE ALL BORROWING OF FIVE MILLION DOLLARS OR MORE BY LLU OR ITS SUBSIDIARIES (SEE BOARD-APPROVED POLICY FOR BORROWING OF FUNDS). 6. APPROVE ANY EXCEPTIONS TO THE POLICY FOR THE BORROWING OF FUNDS BY LLU. 7. APPROVE THE STRATEGIC PLAN OF LLU. 8. APPROVE MAJOR CONSTRUCTION PROJECTS OF LLU. 9. APPROVE INSTITUTES AND CORPORATIONS SUBSIDIARY OF LLU. 10. ACCEPT THE ANNUAL AUDITED FINANCIAL STATEMENTS OF LLU. 11. APPROVE THE ANNUAL OPERATING AND CAPITAL BUDGETS OF LLU. 12. APPROVE THE LLU CONTRACTING GUIDELINES. 13. APPROVE RECOMMENDATIONS FROM LLU AND ITS SUBSIDIARIES FOR BUSINESS DEVELOPMENT PLANS AND ACTIVITIES. 14. REQUIRE LLU TO HAVE A COMPLIANCE PROGRAM.
FORM 990, PART VI, SECTION B, LINE 11B	THE FORM 990 IS REVIEWED BY INTERNAL AUDIT, MANAGEMENT, THE AUDIT COMMITTEE AND BOARD OF TRUSTEES FOR REVIEW AND COMMENTS PRIOR TO FILING.
FORM 990, PART VI, SECTION B, LINE 12C	GENERAL COUNSEL ANNUALLY OBTAINS STATEMENT OF DISCLOSURE FROM TRUSTEES, OFFICERS, ADMINISTRATORS, KEY EMPLOYEES, AND OTHERS WHO MAKE OR AFFECT SIGNIFICANT DECISIONS AND REVIEWS THE FINDINGS WITH APPROPRIATE BOARDS AND COMMITTEES. THE BOARD OF TRUSTEES MAKES THE DECISIONS REGARDING QUESTIONS WHICH HAVE NOT BEEN SATISFACTORILY ANSWERED AFTER ADMINISTRATIVE CONSIDERATION. THE GENERAL CONFERENCE AUDITING DEPARTMENT ANNUALLY AUDITS COMPLIANCE WITH THIS POLICY.
FORM 990, PART VI, SECTION B, LINE 15B	THE FILING ORGANIZATION DOES NOT DETERMINE COMPENSATION FOR THE ORGANIZATION'S PRESIDENT, OR ANY OFFICER OF LLU DIRECTLY COMPENSATED BY LLUH, OUR PARENT COMPANY. OFFICERS AND OTHERS NOT COMPENSATED BY LLUH ARE COMPENSATED DIRECTLY BY LLU OR ANOTHER AFFILIATED COMPANY. COMPENSATION IS SET BY A RELATED ORGANIZATION, THEREFORE QUESTION 15A IS "NO" IN ACCORDANCE WITH THE FORM INSTRUCTIONS. LLUH, LLU'S PARENT ORGANIZATION, EMPLOYS AN INDEPENDENT OUTSIDE CONSULTING FIRM TO BENCHMARK COMPENSATION FOR LLUH EMPLOYEES, INCLUDING THE CEO AND TOP MANAGEMENT. LLUH PROVIDES MANAGEMENT SERVICES FOR LLU. THE LLUH EXECUTIVE COMPENSATION COMMITTEE USES THE RESULTS OF THE INDEPENDENT SURVEY TO ESTABLISH PAY SCALES FOR THE NEXT FISCAL YEAR. THE EXECUTIVE COMPENSATION COMMITTEE SETS THE TOTAL COMPENSATION BELOW THE INDUSTRY MEAN AND MEDIAN AMOUNTS PROVIDED IN THE SURVEY. THE EXECUTIVE COMPENSATION COMMITTEE IS COMPOSED OF TRUSTEES APPOINTED BY THE LLUH BOARD WHO ARE INDEPENDENT OF LLUH'S MANAGEMENT. THE EXECUTIVE COMPENSATION COMMITTEE IS APPOINTED BY THE LLUH BOARD OF TRUSTEES TO HAVE DIRECT RESPONSIBILITY FOR ESTABLISHING COMPENSATION, POLICIES, AND BENEFITS FOR THE SENIOR EXECUTIVES OF LLUH. THE COMMITTEE'S PROCESS INCLUDES CONTEMPORANEOUS SUBSTANTIATION OF DELIBERATIONS AND DECISIONS. FOR KEY EMPLOYEES AND HIGHLY COMPENSATED OTHER THAN THE OFFICERS AS WELL AS EMPLOYEES IN LEADERSHIP POSITIONS, LLU MANAGEMENT, THROUGH THE HUMAN RESOURCE DEPARTMENT, OBTAINS THE SERVICES OF AN INDEPENDENT CONSULTING FIRM TO CONDUCT NATIONWIDE COMPENSATION SURVEYS. MANAGEMENT USES THE COMPARABLE BENCHMARKS IN THE SURVEY RESULTS TO ESTABLISH OR REVIEW PAY SCALES FOR THE POSITION. THIS SURVEY, CONDUCTED BY THE INDEPENDENT CONSULTING FIRM, IS PERFORMED FOR THE ORGANIZATION EVERY TWO YEARS. INTERNALLY, THE HUMAN RESOURCE DEPARTMENT CONDUCTS ANNUAL SURVEYS USING AT LEAST THREE SURVEY RESULTS FROM INDEPENDENT FIRMS TO ESTABLISH OR REVIEW THE REASONABLENESS OF COMPENSATION AMOUNTS. THIS PROCESS WAS LAST UNDERTAKEN IN DECEMBER 2024 FOR ALL OFFICERS OF LOMA LINDA UNIVERSITY.
FORM 990, PART VI, SECTION C, LINE 19	LLU WILL MAKE ITS GOVERNING DOCUMENTS AND CONFLICT OF INTEREST POLICY AVAILABLE TO THE PUBLIC UPON REQUEST. THE CONFLICT OF INTEREST POLICY IS ALSO POSTED ON THE ORGANIZATION'S INTERNAL WEBSITE FOR EMPLOYEES. AUDITED FINANCIAL STATEMENTS ARE MADE AVAILABLE TO THE PUBLIC UPON REQUEST AND ARE AVAILABLE ON ITS WEBSITE. FORM 990, PART VII, LINE 1A: FOR EMPLOYEES OF LLUH OR LLUH AFFILIATES (ORGANIZATION(S)) RELATED TO THE FILING ORGANIZATION WHO DEVOTE LESS THAN FULL-TIME TO THE FILING ORGANIZATION (BASED UPON THE AVERAGE NUMBER OF HOURS PER WEEK SHOWN IN PART VII, SECTION A, COLUMN (B) OF THE RETURN) THE COMPENSATION AMOUNTS SHOWN IN COLUMNS (E) AND (F) WERE PROVIDED IN CONJUNCTION WITH THEIR RESPONSIBILITIES AND ROLES IN OTHER POSITIONS FOR ORGANIZATIONS RELATED TO THE FILING ORGANIZATION. THESE INDIVIDUALS EACH DEVOTE APPROXIMATELY 50 HOURS PER WEEK SERVING IN THEIR RESPECTIVE POSITIONS WITHIN THE ORGANIZATION.
FORM 990, PART IX, LINE 11G	ADMIN SUPPORT SERVICES: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 4,032,633. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 4,032,633. ADVANCEMENT: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 5,684,232. TOTAL EXPENSES 5,684,232. FINANCIAL SERVICES: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 1,164,013. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 1,164,013. HR AND COMPENSATION SUPPORT SERVICES: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 2,667,490. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 2,667,490. VALUE ADDED SUPPORT SERVICES: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 1,200,030. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 1,200,030. PURCHASED SERVICES: PROGRAM SERVICE EXPENSES 17,734,719. MANAGEMENT AND GENERAL EXPENSES 6,885,841. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 24,620,560. OTHER: PROGRAM SERVICE EXPENSES 4,369,716. MANAGEMENT AND GENERAL EXPENSES 1,108,123. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 5,477,839.
FORM 990, PART XI, LINE 9:	UNRELATED BUSINESS INCOME FROM PARTNERSHIPS -636,896. TRANSFER TO AFFILIATES -852,330.

For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990-EZ.

Cat. No. 51056K

Schedule O (Form 990) (Rev. 1-2025)

Additional Data

Software ID:
Software Version:

- TIN:

SCHEDULE R
(Form 990)
(Rev. January 2025)

Department of the Treasury
Internal Revenue Service

Related Organizations and Unrelated Partnerships

Complete if the organization answered "Yes" on Form 990, Part IV, line 33, 34, 35b, 36, or 37.
Attach to Form 990.
Go to www.irs.gov/Form990 for instructions and the latest information.

OMB No. 1545-0047

Open to Public Inspection

Name of the organization

LOMA LINDA UNIVERSITY

Employer identification number

95-1816009

Part I

Identification of Disregarded Entities. Complete if the organization answered "Yes" on Form 990, Part IV, line 33.

(a) Name, address, and EIN (if applicable) of disregarded entity	(b) Primary activity	(c) Legal domicile (state or foreign country)	(d) Total income	(e) End-of-year assets	(f) Direct controlling entity
(1) LLU 1000 WEST MULTIFAMILY PROPERTY LLC 11145 ANDERSON STREET BC-200 LOMA LINDA,CA92350 95-1816009	MULTIFAMILY RESIDENTIAL REAL ESTATE	CA	-1,374,848	12,766,461	LLU
(2) LLU ADARA MULTIFAMILY PROPERTY LLC 11145 ANDERSON STREET BC-200 LOMA LINDA,CA92350 95-1816009	MULTIFAMILY RESIDENTIAL REAL ESTATE	CA	-791,576	15,038,617	LLU
(3) LLU ALDEN MULTIFAMILY PROPERTIES LLC 11145 ANDERSON STREET BC-200 LOMA LINDA,CA92350 95-1816009	MULTIFAMILY RESIDENTIAL REAL ESTATE	CA	13,510	17,234,207	LLU
(4) LLU BAY CROSSING LLC 11145 ANDERSON STREET BC-200 LOMA LINDA,CA92350 95-1816009	MULTIFAMILY RESIDENTIAL REAL ESTATE	CA	-245,505	10,019,625	LLU
(5) LLU BRENTWOOD OAKS MULTIFAMILY PROPERTY LLC 11145 ANDERSON STREET BC-200 LOMA LINDA,CA92350 95-1816009	MULTIFAMILY RESIDENTIAL REAL ESTATE	CA	-620,844	13,689,625	LLU
(6) LLU BRISTOL DICKERSON MULTIFAMILY PARTNERSHIP 11145 ANDERSON STREET BC-200 LOMA LINDA,CA92350 95-1816009	MULTIFAMILY RESIDENTIAL REAL ESTATE	CA	0	3,000,000	LLU
(7) LLU CHAZAL MULTIFAMILY PROPERTY LLC 11145 ANDERSON STREET BC-200 LOMA LINDA,CA92350 95-1816009	MULTIFAMILY RESIDENTIAL REAL ESTATE	CA	270,476	10,444,859	LLU
(8) LLU COBBLEGATE MULTIFAMILY PROPERTY LLC 11145 ANDERSON STREET BC-200 LOMA LINDA,CA92350 46-2345905	MULTIFAMILY RESIDENTIAL REAL ESTATE	CA	-265,469	26,355,796	LLU
(9) LLU CONIFER NOVI MULTIFAMILY 11145 ANDERSON STREET BC-200 LOMA LINDA,CA92350 45-5362289	MULTIFAMILY RESIDENTIAL REAL ESTATE	CA	46,335	8,773,922	LLU
(10) LLU CYAN MULTIFAMILY PROPERTY LLC 11145 ANDERSON STREET BC-200 LOMA LINDA,CA92350 95-1816009	MULTIFAMILY RESIDENTIAL REAL ESTATE	CA	354,852	3,719,095	LLU
(11) LLU DEERWOOD MULTIFAMILY LLC 11145 ANDERSON STREET BC-200 LOMA LINDA,CA92350 95-1816009	MULTIFAMILY RESIDENTIAL REAL ESTATE	CA	0	11,057,515	LLU
(12) LLU EDGE MULTIFAMILY PROPERTY LLC 11145 ANDERSON STREET BC-200 LOMA LINDA,CA92350 95-1816009	MULTIFAMILY RESIDENTIAL REAL ESTATE	CA	-360,372	10,889,301	LLU
(13) LLU ELLISTON MULTIFAMILY LLC 11145 ANDERSON STREET BC-200 LOMA LINDA,CA92350 95-1816009	MULTIFAMILY RESIDENTIAL REAL ESTATE	CA	-2,186,031	20,208,327	LLU
(14) LLU FARMGATE MULTIFAMILY PROPERTY LLC 11145 ANDERSON STREET BC-200 LOMA LINDA,CA92350 95-1816009	MULTIFAMILY RESIDENTIAL REAL ESTATE	CA	23,099	23,273,027	LLU
(15) LLU FARMINGTON MULTIFAMILY PROPERTY LLC 11145 ANDERSON STREET BC-200 LOMA LINDA,CA92350 95-1816009	MULTIFAMILY RESIDENTIAL REAL ESTATE	CA	-306,078	15,404,021	LLU
(16) LLU GRAMERCY MULTIFAMILY PROPERTIES LLC 11145 ANDERSON STREET BC-200 LOMA LINDA,CA92350 95-1816009	MULTIFAMILY RESIDENTIAL REAL ESTATE	CA	-281,109	15,653,120	LLU
(17) LLU HARRISON SQUARE MULTIFAMILY LLC 11145 ANDERSON STREET BC-200 LOMA LINDA,CA92350 95-1816009	MULTIFAMILY RESIDENTIAL REAL ESTATE	CA	-368,494	19,890,193	LLU
(18) LLU HORIZON MULTIFAMILY PROPERTY LLC 11145 ANDERSON STREET BC-200 LOMA LINDA,CA92350 95-1816009	MULTIFAMILY RESIDENTIAL REAL ESTATE	CA	782,624	8,804,634	LLU
(19) LLU HOUSTON HOUSE LLC 11145 ANDERSON STREET BC-200 LOMA LINDA,CA92350 95-1816009	MULTIFAMILY RESIDENTIAL REAL ESTATE	CA	-348,787	4,768,875	LLU
(20) LLU KIERLAND MULTIFAMILY LLC 11145 ANDERSON STREET BC-200 LOMA LINDA,CA92350 95-1816009	MULTIFAMILY RESIDENTIAL REAL ESTATE	CA	3,917,798	7,026,367	LLU
(21) LLU LEGACY MULTI-FAMILY PROPERTIES LLC 11145 ANDERSON STREET BC-200 LOMA LINDA,CA92350 95-1816009	MULTIFAMILY RESIDENTIAL REAL ESTATE	CA	1,156,471	-9,332,255	LLU
(22) LLU LODGE MULTIFAMILY PROPERTY LLC 11145 ANDERSON STREET BC-200 LOMA LINDA,CA92350 95-1816009	MULTIFAMILY RESIDENTIAL REAL ESTATE	CA	-299,086	14,952,483	LLU
(23) LLU MEZZ MULTIFAMILY PROPERTIES LLC 11145 ANDERSON STREET BC-200 LOMA LINDA,CA92350 95-1816009	MULTIFAMILY RESIDENTIAL REAL ESTATE	CA	-1,263,836	169,765	LLU
(24) LLU MULTIFAMILY PROPERTIES II LLC 11145 ANDERSON STREET BC-200 LOMA LINDA,CA92350 95-1816009	MULTIFAMILY RESIDENTIAL REAL ESTATE	CA	453,955	33,877,917	LLU
(25) LLU MULTIFAMILY PROPERTIES III LLC 11145 ANDERSON STREET BC-200 LOMA LINDA,CA92350 95-1816009	MULTIFAMILY RESIDENTIAL REAL ESTATE	CA	100,547	22,729,211	LLU
(26) LLU MULTIFAMILY PROPERTIES IV LLC 11145 ANDERSON STREET BC-200 LOMA LINDA,CA92350 95-1816009	MULTIFAMILY RESIDENTIAL REAL ESTATE	CA	-100,369	8,165,727	LLU
(27) LLU MULTIFAMILY PROPERTIES LLC 11145 ANDERSON STREET BC-200 LOMA LINDA,CA92350 95-1816009	MULTIFAMILY RESIDENTIAL REAL ESTATE	CA	-578,672	48,729,424	LLU
(28) LLU OHP ASSOCIATES LLC 11145 ANDERSON STREET BC-200 LOMA LINDA,CA92350 95-1816009	MULTIFAMILY RESIDENTIAL REAL ESTATE	CA	-17,576	5,776,741	LLU
(29) LLU OPUS MEMPHIS LLC 11145 ANDERSON STREET BC-200 LOMA LINDA,CA92350 95-1816009	MULTIFAMILY RESIDENTIAL REAL ESTATE	CA	0	3,779,896	LLU
(30) LLU PARCLAND MULTIFAMILY LLC 11145 ANDERSON STREET BC-200 LOMA LINDA,CA92350 95-1816009	MULTIFAMILY RESIDENTIAL REAL ESTATE	CA	-837,354	25,710,115	LLU
(31) LLU PILOT BUTTE MULIFAMILY PROPERTY LLC 11145 ANDERSON STREET BC-200 LOMA LINDA,CA92350 95-1816009	MULTIFAMILY RESIDENTIAL REAL ESTATE	CA	5,069,814	0	LLU
(32) LLU PLANTATION LLC 11145 ANDERSON STREET BC-200 LOMA LINDA,CA92350 95-1816009	MULTIFAMILY RESIDENTIAL REAL ESTATE	CA	-2,859,772	13,012,061	LLU
(33) LLU RACE TRACK ROAD MULTIFAMILY LLC 11145 ANDERSON STREET BC-200 LOMA LINDA,CA92350 95-1816009	MULTIFAMILY RESIDENTIAL REAL ESTATE	CA	0	5,250,000	LLU
(34) LLU RIVERBEND MULTIFAMILY PROPERTY LLC 11145 ANDERSON STREET BC-200 LOMA LINDA,CA92350 95-1816009	MULTIFAMILY RESIDENTIAL REAL ESTATE	CA	-105,716	8,495,458	LLU
(35) LLU RUSSELL ROAD MULTIFAMILY LLC 11145 ANDERSON STREET BC-200 LOMA LINDA,CA92350 95-1816009	MULTIFAMILY RESIDENTIAL REAL ESTATE	CA	611,994	6,633,788	LLU
(36) LLU SAGEGATE MULTIFAMILY 11145 ANDERSON STREET BC-200 LOMA LINDA,CA92350 95-1816009	MULTIFAMILY RESIDENTIAL REAL ESTATE	CA	-189,250	-2,994,236	LLU
(37) LLU SAGEGATE MULTIFAMILY PROPERTY LLC 11145 ANDERSON STREET BC-200 LOMA LINDA,CA92350 95-1816009	MULTIFAMILY RESIDENTIAL REAL ESTATE	CA	-189,250	9,053,464	LLU
(38) LLU SEDONA MULTIFAMILY PROPERTY LLC 11145 ANDERSON STREET BC-200 LOMA LINDA,CA92350 95-1816009	MULTIFAMILY RESIDENTIAL REAL ESTATE	CA	-283,897	16,296,803	LLU
(39) LLU SIENNA VISTA MULTIFAMILY PROPERTY LLC 11145 ANDERSON STREET BC-200 LOMA LINDA,CA92350 95-1816009	MULTIFAMILY RESIDENTIAL REAL ESTATE	CA	-277,014	8,646,618	LLU
(40) LLU SILVER OAK MULTIFAMILY PROPERTY LLC 11145 ANDERSON STREET BC-200 LOMA LINDA,CA92350 95-1816009	MULTIFAMILY RESIDENTIAL REAL ESTATE	CA	-272,224	16,429,128	LLU
(41) LLU THORNBRIDGE MULTIFAMILY PROPERTY LLC 11145 ANDERSON STREET BC-200 LOMA LINDA,CA92350 95-1816009	MULTIFAMILY RESIDENTIAL REAL ESTATE	CA	372,790	22,654,434	LLU
(42) LLU TOMPKINS COVE LLC 11145 ANDERSON STREET BC-200 LOMA LINDA,CA92350 95-1816009	MULTIFAMILY RESIDENTIAL REAL ESTATE	CA	-266,890	5,483,314	LLU
(43) LLU TRYON PARK MULTIFAMILY PROPERTY LLC 11145 ANDERSON STREET BC-200 LOMA LINDA,CA92350 45-5362289	MULTIFAMILY RESIDENTIAL REAL ESTATE	CA	-561,433	11,972,668	LLU
(44) LLU TUSCAN HEIGHTS MULTIFAMILY LLC 11145 ANDERSON STREET BC-200 LOMA LINDA,CA92350 95-1816009	MULTIFAMILY RESIDENTIAL REAL ESTATE	CA	-635,270	26,782,084	LLU
(45) LLU VERDE VISTA MULTIFAMILY PROPERTIES LLC 11145 ANDERSON STREET BC-200 LOMA LINDA,CA92350 95-1816009	MULTIFAMILY RESIDENTIAL REAL ESTATE	CA	-1,222,648	10,870,791	LLU
(46) LLU VUE 25 MULTIFAMILY PROPERTY LLC 11145 ANDERSON STREET BC-200 LOMA LINDA,CA92350 95-1816009	MULTIFAMILY RESIDENTIAL REAL ESTATE	CA	-196,843	11,716,849	LLU
(47) LLU WESCOTT MULTIFAMILY LLC 11145 ANDERSON STREET BC-200 LOMA LINDA,CA92350 95-1816009	MULTIFAMILY RESIDENTIAL REAL ESTATE	CA	1,293,936	20,503,258	LLU
(48) LLU WESTBURY MULTIFAMILY PROPERTY LLC 11145 ANDERSON STREET BC-200 LOMA LINDA,CA92350 95-1816009	MULTIFAMILY RESIDENTIAL REAL ESTATE	CA	-138,784	11,805,637	LLU
(49) LOMA LINDA TEXAS PROPERTIES II LLC 11145 ANDERSON STREET BC-200 LOMA LINDA,CA92350 95-1816009	MULTIFAMILY RESIDENTIAL REAL ESTATE	CA	-231,856	10,757,425	LLU
(50) LOMA LINDA TEXAS PROPERTIES III LLC 11145 ANDERSON STREET BC-200 LOMA LINDA,CA92350 95-1816009	MULTIFAMILY RESIDENTIAL REAL ESTATE	CA	-312,776	12,766,393	LLU
(51) LOMA LINDA TEXAS PROPERTIES LLC 11145 ANDERSON STREET BC-200 LOMA LINDA,CA92350 95-1816009	MULTIFAMILY RESIDENTIAL REAL ESTATE	CA	-234,205	11,144,372	LLU
(52) LLU CADENCE MULTIFAMILY PROPERTY LLC 11145 ANDERSON STREET BC-200 LOMA LINDA,CA92350 95-1816009	MULTIFAMILY RESIDENTIAL REAL ESTATE	CA	-365,097	11,902,738	LLU
(53) LLU CASCADE MEADOWS MULTIFAMILY PROPERTY LLC 11145 ANDERSON STREET BC-200 LOMA LINDA,CA92350 95-1816009	MULTIFAMILY RESIDENTIAL REAL ESTATE	CA	-357,130	20,159,444	LLU
(54) LLU PILOT BUTTE MULTIFAMILY PROPERTY LLC 11145 ANDERSON STREET BC-200 LOMA LINDA,CA92350 95-1816009	MULTIFAMILY RESIDENTIAL REAL ESTATE	CA	-152,481	30,681,126	LLU
(55) LLU AEP WOODSTOCK PREFERRED LLC 11145 ANDERSON STREET BC-200 LOMA LINDA,CA92350 95-1816009	MULTIFAMILY RESIDENTIAL REAL ESTATE	CA	2,080,012	0	LLU
(56) LLU SAN MIGUEL LLC 11145 ANDERSON STREET BC-200 LOMA LINDA,CA92350 95-1816009	MULTIFAMILY RESIDENTIAL REAL ESTATE	CA	-243,763	15,629,959	LLU

Part II

Identification of Related Tax-Exempt Organizations. Complete if the organization answered "Yes" on Form 990, Part IV, line 34 because it had one or more related tax-exempt organizations during the tax year.

(a) Name, address, and EIN of related organization	(b) Primary activity	(c) Legal domicile (state or foreign country)	(d) Exempt Code section	(e) Public charity status (if section 501(c)(3))	(f) Direct controlling entity	(g) Section 512(b)(13) controlled entity?
(a) Name, address, and EIN of related organization	(b) Primary activity	(c) Legal domicile (state or foreign country)	(d) Exempt Code section	(e) Public charity status (if section 501(c)(3))	(f) Direct controlling entity	Yes	No
(1)LLU SCHOOL OF MEDICINE FACULTY MEDICAL GROUP 11175 CAMPUS ST LOMA LINDA,CA92350 33-0672914	EMPLOY CLINICAL FACULTY	CA	501(C)(3)	LINE 12C, III-FI	N/A		No
(2)LOMA LINDA UNIVERSITY HEALTH 11175 CAMPUS STREET CSP-11006 LOMA LINDA,CA92350 95-3804495	PARENT ORGANIZATION AND EXECUTIVE SERVICES FOR RELATED EXEMPT ORGS	CA	501(C)(3)	LINE 1	GCOSDA		No
(3)LOMA LINDA UNIVERSITY MEDICAL CENTER 11234 ANDERSON STREET LOMA LINDA,CA92350 95-3522679	HEALTHCARE	CA	501(C)(3)	LINE 3	LLUH	Yes
(4)LLUH PROFESSIONAL GENERAL LIABILITY TRUST 101 EREDLANDS BLVD SAN BERNARDINO,CA92408 36-6821892	INSURANCE	IL	501(C)(3)	LINE 12A, I	LLUH	Yes
(5)LOMA LINDA UNIVERSITY HEALTH CARE 11175 CAMPUS STREET LOMA LINDA,CA92354 33-0364239	HEALTHCARE MANAGEMENT	CA	501(C)(3)	LINE 12A, I	LLUH	Yes
(6)FACULTY PHYSICIANS AND SURGEONS OF LOMA LINDA UNIVERSITY SCHOOL OF MEDICINE 11175 CAMPUS STREET 11120 LOMA LINDA,CA92350 33-0672915	PHYSICIAN PRACTICE GROUP	CA	501(C)(3)	LINE 12A, I	LLUH	Yes
(7)GENERAL CONFERENCE OF SEVENTH-DAY ADVENTISTS 12501 OLD COLUMBIA PIKE SILVER SPRINGS,MD20904 52-0643036	CHURCH	MD	501(C)(3)	LINE 1			No
(8)LOMA LINDA UNIVERSITY UNEMPLOYMENT COMPENSATION AND WORKERS' COMPENSATION S 11175 CAMPUS STREET LOMA LINDA,CA92354 95-3458265	INSURANCE	CA	501(C)(3)	LINE 12A, I	LLUH	Yes
(9)LOMA LINDA-INLAND EMPIRE CONSORTIUM FOR HEALTHCARE EDUCATION 11175 CAMPUS STREET LOMA LINDA,CA92354 46-1612773	GRADUATE MEDICAL EDUCATION	CA	501(C)(3)	LINE 10	LLUH	Yes
(10)LOMA LINDA UNIVERSITY MEDICAL CENTER-MURRIETA 28062 BAXTER ROAD MURRIETA,CA92653 37-1705906	HOSPITAL	CA	501(C)(3)	LINE 3	LLUH	Yes
(11)LOMA LINDA UNIVERSITY ADVENTIST HEALTH SCIENCES CENTER PO BOX 1802 PROVIDENCE,RI02901 36-6821892	INSURANCE	RI	501(C)(3)	LINE 12A, I	LLUH	Yes
(12)LOMA LINDA UNIVERSITY SHARED SERVICES 11175 CAMPUS STREET LOMA LINDA,CA92354 81-0661056	SERVICE ORGANIZATION	CA	501(C)(3)	LINE 1	LLUH	Yes
(13)UNIVERSITY INSURANCE COMPANY OF VERMONT 40 MAIN STREET STE 500 BURLINGTON,VT05402 46-1612773	INSURANCE UNDERWRITING	VT	501(C)(3)	LINE 1	LLUH	Yes
(14)FACULTY PHYSICIANS & SURGEONS OF LLM 11175 CAMPUS STREET 11120 LOMA LINDA,CA92354 33-0672915	PHYSICIAN PRACTICE GROUP	CA	501(C)(3)	LINE 12A, I	LLUH	Yes
(15)LOMA LINDA CHILDREN'S HOSPITAL PO BOX 926 LOMA LINDA,CA92354 46-3214504	MEDICAL & HEALTH CARE	CA	501(C)(3)	LINE 3	LLUH	Yes
(16)LOMA LINDA UNIVERSITY BEHAVIORAL MEDICINE CENTER INC 1710 BARTON ROAD REDLANDS,CA92373 33-0245579	MEDICAL & HEALTH CARE	CA	501(C)(3)	LINE 3	LLUH	Yes
(17)LOMA LINDA MERCANTILE PO BOX 926 LOMA LINDA,CA92354 95-3858272	CHURCH	CA	501(C)(3)	LINE 1	LLUH	Yes
(18)LOMA LINDA UNIVERSITY CHILDREN'S HOSPITAL FOUNDATION 11234 ANDERSON ST LOMA LINDA,CA92354 33-0565591	HOSPITAL	CA	501(C)(3)	LINE 3	LLUH		No
(19)HEALTH MINISTRY FELLOWS ENDOWMENT 11245 ANDERSON ST NO 220 LOMA LINDA,CA92354 83-4492134	GRADUATE MEDICAL EDUCATION	CA	501(C)(3)	LINE 10	N/A		No
(20)LOMA LINDA UNIVERSITY SDA CHURCH 11125 CAMPUS STREET LOMA LINDA,CA92354 95-2111211	CHURCH	CA	501(C)(3)	LINE 1			No
(21)LOMA LINDA ACADEMY 10656 ANDERSON ST LOMA LINDA,CA92354 95-1831069	CHURCH	CA	501(C)(3)	LINE 1			No
(22)LOMA LINDA UNIVERSITY DENTAL GROUP 11092 ANDERSON ST LOMA LINDA,CA92350 33-0399504	PROVIDES MANAGEMENT SERVICES AND FACILITY IMPROVEMENTS TO LLU	CA	501(C)(3)	LINE 10			No
(23)LOMA LINDA UNIVERSITY INTERSTATE SERVICES 197 E CAROLINE ST SUITE 2100 SAN BERNARDINO,CA92408 33-3565389	SERVICE ORGANIZATION	CA	501(C)(3)	LINE 7			No

For Paperwork Reduction Act Notice, see the Instructions for Form 990.

Cat. No. 50135Y

Schedule R (Form 990) (Rev. 1-2025)

Page 2

Part III

Identification of Related Organizations Taxable as a Partnership. Complete if the organization answered "Yes" on Form 990, Part IV, line 34, because it had one or more related organizations treated as a partnership during the tax year.

(a) Name, address, and EIN of related organization	(b) Primary activity	(c) Legal domicile (state or foreign country)	(d) Direct controlling entity	(e) Predominant income(related, unrelated, excluded from tax under sections 512-514)	(f) Share of total income	(g) Share of end-of-year assets	(h) Disproprtionate allocations?		(i) Code V-UBI amount in box 20 of Schedule K-1 (Form 1065)	(j) General or managing partner?		(k) Percentage ownership
(a) Name, address, and EIN of related organization	(b) Primary activity	(c) Legal domicile (state or foreign country)	(d) Direct controlling entity		(f) Share of total income	(g) Share of end-of-year assets	Yes	No	(i) Code V-UBI amount in box 20 of Schedule K-1 (Form 1065)	Yes	No	(k) Percentage ownership
(1) REFACTOR APOGEE LP 330 PRIMROSE ROAD SUITE 201 BURLINGAME,CA94010 84-2396888	MULTIFAMILY RESIDENTIAL REAL ESTATE	CA	LOMA LINDA UNIVERSITY	RELATED	-6,075	1,025,919		No			No	68.970 %
(2) REFACTOR AURORA LP 330 PRIMROSE ROAD SUITE 201 BURLINGAME,CA94010 86-2453192	MULTIFAMILY RESIDENTIAL REAL ESTATE	CA	LOMA LINDA UNIVERSITY	RELATED	-7,418	2,036,165		No			No	80.000 %
(3) REFACTOR SYNTHESIS LP 330 PRIMROSE ROAD SUITE 201 BURLINGAME,CA94010 87-2832161	MULTIFAMILY RESIDENTIAL REAL ESTATE	CA	LOMA LINDA UNIVERSITY	RELATED	-6,078	1,034,643		No			No	66.670 %
(4) REFACTOR SCALEUP LP 330 PRIMROSE ROAD SUITE 201 BURLINGAME,CA94010 88-2801418	MULTIFAMILY RESIDENTIAL REAL ESTATE	CA	LOMA LINDA UNIVERSITY	RELATED	-7,197	10,027,112		No			No	52.030 %
(5) CR SEDONA HOLDINGS LLC 444 WEST BEECH STREET SUITE 300 SAN DIEGO,CA92101 87-4011961	MULTIFAMILY RESIDENTIAL REAL ESTATE	CA	LOMA LINDA UNIVERSITY	RELATED	-283,897	16,296,803		No			No	66.950 %
(6) CR SILVER OAK HOLDINGS LLC 444 WEST BEECH STREET SUITE 300 SAN DIEGO,CA92101 87-3963606	MULTIFAMILY RESIDENTIAL REAL ESTATE	CA	LOMA LINDA UNIVERSITY	RELATED	-272,224	16,429,128		No			No	69.770 %
(7) AEP SX SPV LLC 8200 ROBERTS DRIVE SUITE 210 SANDY SPRINGS,GA30350 93-1527202	MULTIFAMILY RESIDENTIAL REAL ESTATE	CA	LOMA LINDA UNIVERSITY	RELATED	-84,607	7,370,631		No			No	88.240 %
(8) PACKARD MIDLO COMMON LLC 3438 PEACHTREE ROAD SUITE 800 ATLANTA,GA30326 33-2316687	MULTIFAMILY RESIDENTIAL REAL ESTATE	CA	LOMA LINDA UNIVERSITY	RELATED		5,859,412		No			No	61.890 %
(9) MI DEERWOOD SOUTH JV LLC 109 N POST OAK LANE STE 600 HOUSTON,TX77024 92-1136678	MULTIFAMILY RESIDENTIAL REAL ESTATE	CA	LOMA LINDA UNIVERSITY	RELATED		11,057,515		No			No	77.680 %
(10) SUNROAD WESCOTT APARTMENTS PARTNERSHIP LP 8620 SPECTRUM CENTER BLVD STE 1100 SAN DIEGO,CA92123 86-3254683	MULTIFAMILY RESIDENTIAL REAL ESTATE	CA	LOMA LINDA UNIVERSITY	RELATED	4,237,417	4,212,515		No			No	69.610 %

Part IV

Identification of Related Organizations Taxable as a Corporation or Trust. Complete if the organization answered "Yes" on Form 990, Part IV, line 34 because it had one or more related organizations treated as a corporation or trust during the tax year.

(a) Name, address, and EIN of related organization	(b) Primary activity	(c) Legal domicile (state or foreign country)	(d) Direct controlling entity	(e) Type of entity (C corp, S corp, or trust)	(f) Share of total income	(g) Share of end-of-year assets	(h) Percentage ownership	(i) Section 512(b)(13) controlled entity?
(a) Name, address, and EIN of related organization	(b) Primary activity	(c) Legal domicile (state or foreign country)	(d) Direct controlling entity	(e) Type of entity (C corp, S corp, or trust)	(f) Share of total income	(g) Share of end-of-year assets	(h) Percentage ownership	Yes	No
(1) CHARITABLE REMAINDER TRUSTS (115)	TRUST MANAGEMENT	CA	N/A						No
(2) SOF VIII INVESTOR X 21 ST THOMAS STREET BRISTOL BS1 6JS UK 95-0585363	REAL ESTATE	UK	LOMA LINDA UNIVERSITY	C			100.000 %	Yes

Schedule R (Form 990) (Rev. 1-2025)

Page 3

Part V

Transactions With Related Organizations. Complete if the organization answered "Yes" on Form 990, Part IV, line 34, 35b, or 36.

Note. Complete line 1 if any entity is listed in Parts II, III, or IV of this schedule.

Yes

1 During the tax year, did the orgranization engage in any of the following transactions with one or more related organizations listed in Parts II-IV?

a Receipt of (i) interest, (ii) annuities, (iii) royalties, or (iv) rent from a controlled entity .....................

b Gift, grant, or capital contribution to related organization(s) ............................

Yes

c Gift, grant, or capital contribution from related organization(s) ............................

Yes

d Loans or loan guarantees to or for related organization(s) ............................

e Loans or loan guarantees by related organization(s) ............................

f Dividends from related organization(s) ............................

g Sale of assets to related organization(s) ............................

h Purchase of assets from related organization(s) ............................

i Exchange of assets with related organization(s) ............................

j Lease of facilities, equipment, or other assets to related organization(s) .......................

Yes

k Lease of facilities, equipment, or other assets from related organization(s) ......................

Yes

l Performance of services or membership or fundraising solicitations for related organization(s) .....................

Yes

m Performance of services or membership or fundraising solicitations by related organization(s) .................

Yes

n Sharing of facilities, equipment, mailing lists, or other assets with related organization(s) ...................

o Sharing of paid employees with related organization(s) ............................

Yes

p Reimbursement paid to related organization(s) for expenses ............................

Yes

q Reimbursement paid by related organization(s) for expenses ............................

Yes

r Other transfer of cash or property to related organization(s) ............................

Yes

s Other transfer of cash or property from related organization(s) ............................

Yes

If the answer to any of the above is "Yes," see the instructions for information on who must complete this line, including covered relationships and transaction thresholds.

(a) Name of related organization	(b) Transaction type (a-s)	(c) Amount involved	(d) Method of determining amount involved
(1) FACULTY PHYSICIANS AND SURGEONS OF LOMA LINDA UNIVERSITY SCHOOL OF MEDICINE	L	380,152	FMV
(2) FACULTY PHYSICIANS AND SURGEONS OF LOMA LINDA UNIVERSITY SCHOOL OF MEDICINE	P	667,910	FMV
(3) FACULTY PHYSICIANS AND SURGEONS OF LOMA LINDA UNIVERSITY SCHOOL OF MEDICINE	M	14,701,831	FMV
(4) FACULTY PHYSICIANS AND SURGEONS OF LOMA LINDA UNIVERSITY SCHOOL OF MEDICINE	R	2,290,647	FMV
(5) LOMA LINDA INLAND EMPIRE CONSORTIUM FOR HEALTHCARE EDUCATION	L	292,338	FMV
(6) LOMA LINDA INLAND EMPIRE CONSORTIUM FOR HEALTHCARE EDUCATION	M	1,027,536	FMV
(7) LOMA LINDA UNIVERSITY CHILDREN'S HOSPITAL	L	493,390	FMV
(8) LOMA LINDA UNIVERSITY CHILDREN'S HOSPITAL	M	191,134	FMV
(9) LOMA LINDA UNIVERSITY HEALTH	M	3,570,101	FMV
(10) LOMA LINDA UNIVERSITY HEALTH CARE	L	1,700,036	FMV
(11) LOMA LINDA UNIVERSITY MEDICAL CENTER	J	368,349	FMV
(12) LOMA LINDA UNIVERSITY MEDICAL CENTER	K	480,714	FMV
(13) LOMA LINDA UNIVERSITY MEDICAL CENTER	L	29,904,232	FMV
(14) LOMA LINDA UNIVERSITY MEDICAL CENTER	S	3,500,000	FMV
(15) LOMA LINDA UNIVERSITY MEDICAL CENTER	P	97,912	FMV
(16) LOMA LINDA UNIVERSITY MEDICAL CENTER	M	3,711,659	FMV
(17) LOMA LINDA UNIVERSITY MEDICAL CENTER-MURIETTA	L	112,050	FMV
(18) LOMA LINDA UNIVERSITY SHARED SERVICES	J	991,605	FMV
(19) LOMA LINDA UNIVERSITY SHARED SERVICES	L	6,275,778	FMV
(20) LOMA LINDA UNIVERSITY SHARED SERVICES	M	29,175,440	FMV
(21) LOMA LINDA UNIVERSITY SHARED SERVICES	K	342,755	FMV
(22) LOMA LINDA UNIVERSITY SHARED SERVICES	P	163,153	FMV
(23) LOMA LINDA UNIVERSITY SHARED SERVICES	R	85,971	FMV
(24) LOMA LINDA MERCANTILE	P	137,249,510	FMV
(25) LOMA LINDA UNIVERSITY FACULTY DENTAL GROUP	R	1,975,713	FMV

Schedule R (Form 990) (Rev. 1-2025)

Page 4

Part VI

Unrelated Organizations Taxable as a Partnership. Complete if the organization answered "Yes" on Form 990, Part IV, line 37.

Provide the following information for each entity taxed as a partnership through which the organization conducted more than five percent of its activities (measured by total assets or gross revenue) that was not a related organization. See instructions regarding exclusion for certain investment partnerships.

(a) Name, address, and EIN of entity	(b) Primary activity	(c) Legal domicile (state or foreign country)	(e) Are all partners section 501(c)(3) organizations?		(f) Share of total income	(g) Share of end-of-year assets	(h) Disproprtionate allocations?		(i) Code V-UBI amount in box 20 of Schedule K-1 (Form 1065)	(j) General or managing partner?		(k) Percentage ownership
(a) Name, address, and EIN of entity	(b) Primary activity	(c) Legal domicile (state or foreign country)	Yes	No	(f) Share of total income	(g) Share of end-of-year assets	Yes	No	(i) Code V-UBI amount in box 20 of Schedule K-1 (Form 1065)	Yes	No	(k) Percentage ownership

Schedule R (Form 990) (Rev. 1-2025)

Page 5

Part VII

Supplemental Information

Provide additional information for responses to questions on Schedule R. See instructions.

Return Reference	Explanation

Schedule R (Form 990) (Rev. 1-2025)

Additional Data

Software ID:
Software Version:

1	Was the organization a U.S. transferor of property to a foreign corporation during the tax year? If "Yes," the organization may be required to file Form 926, Return by a U.S. Transferor of Property to a Foreign Corporation (see Instructions for Form 926). . . . . . . . . . . . . . . . . . . . . . . . . . . . . .	Yes	No
2	Did the organization have an interest in a foreign trust during the tax year? If "Yes," the organization may be required to separately file Form 3520, Annual Return to Report Transactions with Foreign Trusts and Receipt of Certain Foreign Gifts, and/or Form 3520-A, Annual Information Return of Foreign Trust With a U.S. Owner (see Instructions for Forms 3520 and 3520-A; don't file with Form 990). . . . . . . . . . . . . . . . . . . . . . . .	Yes	No
3	Did the organization have an ownership interest in a foreign corporation during the tax year? If "Yes," the organization may be required to file Form 5471, Information Return of U.S. Persons with Respect to Certain Foreign Corporations. (see Instructions for Form 5471). . . . . . . . . . . . . . . . . . . . . . . . . . . .	Yes	No
4	Was the organization a direct or indirect shareholder of a passive foreign investment company or a qualified electing fund during the tax year? If “Yes,” the organization may be required to file Form 8621, Information Return by a Shareholder of a Passive Foreign Investment Company or Qualified Electing Fund. (see Instructions for Form 8621) .	Yes	No
5	Did the organization have an ownership interest in a foreign partnership during the tax year? If "Yes," the organization may be required to file Form 8865, Return of U.S. Persons with Respect to Certain Foreign Partnerships (see Instructions for Form 8865). . . . . . . . . . . . . . . . . . . . . . . . . . . . . .	Yes	No
6	Did the organization have any operations in or related to any boycotting countries during the tax year? If "Yes," the organization may be required to separately file Form 5713, International Boycott Report (see Instructions for Form 5713; don't file with Form 990).. . . . . . . . . . . . . . . . . . . . . . . . . . . .	Yes	No