Civic Intelligence

Holding Fund Incof the Alumni Assoc

990 • Fiscal year 2017 • EIN 23-7069974

Jan 01, 2017 to Dec 31, 2017 • Filed on Nov 13, 2018

11245 Anderson Street No 200Loma Linda, CA 92354

(909) 558-4633

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

15th percentile

0.00x

Higher debt load relative to assets than 15% of similar nonprofits.

2017 filings • 501(c)2 • $5M-$10M nonprofits • Source year 2017

Liabilities / Revenue

16th percentile

0.00x

Higher debt load relative to revenue than 16% of similar nonprofits.

2017 filings • 501(c)2 • $5M-$10M nonprofits • Source year 2017

Net Margin

73rd percentile

71%

Higher net margin than 73% of similar nonprofits.

2017 filings • 501(c)2 • $5M-$10M nonprofits • Source year 2017

Top Officer Pay

51st percentile

$98,329

Higher top officer pay than 51% of similar nonprofits.

Top officer pay equals 10.9% of source-year revenue.

2017 filings • 501(c)2 • $5M-$10M nonprofits • Source year 2017

Asset Growth

80th percentile

11%

Faster asset growth than 80% of similar nonprofits.

2017 filings • 501(c)2 • $5M-$10M nonprofits • Annualized from 2016 to 2017

Revenue Growth

83rd percentile

55%

Faster revenue growth than 83% of similar nonprofits.

2017 filings • 501(c)2 • $5M-$10M nonprofits • Annualized from 2016 to 2017

Assets

Up

$6,559,473

Up $644,249 (+11%) from 2016

Net Assets

Up

$6,557,079

Up $641,855 (+11%) from 2016

Liabilities

Up

$2,394

Up $2,394 from 2016

Revenue

Up

$903,239

Up $318,758 (+55%) from 2016

Expenses

Down

$261,385

Down $2,454 (-0.9%) from 2016

Net Income

Up

$641,854

Up $321,212 (+100%) from 2016

Historical Trend

Balance Sheet Trend

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$10M$5.0M$0Assets 2011: $5,036,978Liabilities 2011: $95,167Net Assets 2011: $4,941,8112011Assets 2015: $5,593,354Liabilities 2015: $102,394Net Assets 2015: $5,490,9602015Assets 2016: $5,915,224Liabilities 2016: $0Net Assets 2016: $5,915,2242016Assets 2017: $6,559,473Liabilities 2017: $2,394Net Assets 2017: $6,557,0792017Assets 2018: $6,387,394Liabilities 2018: $10,000Net Assets 2018: $6,377,3942018Assets 2019: $7,238,649Liabilities 2019: $0Net Assets 2019: $7,238,6492019Assets 2020: $7,509,941Liabilities 2020: $60,000Net Assets 2020: $7,449,9412020Assets 2021: $8,576,390Liabilities 2021: $0Net Assets 2021: $8,576,3902021Assets 2022: $7,492,511Liabilities 2022: $0Net Assets 2022: $7,492,5112022Assets 2023: $8,623,652Liabilities 2023: $0Net Assets 2023: $8,623,6522023Assets 2024: $9,630,922Liabilities 2024: $0Net Assets 2024: $9,630,9222024

Highlighted filing

2017

Assets$6,559,473
Liabilities$2,394
Net Assets$6,557,079

Operations Trend

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$1.0M$500K$0Expenses 2011: $158,2242011Revenue 2015: $410,286Expenses 2015: $222,664Net Income 2015: $187,6222015Revenue 2016: $584,481Expenses 2016: $263,839Net Income 2016: $320,6422016Revenue 2017: $903,239Expenses 2017: $261,385Net Income 2017: $641,8542017Revenue 2018: $725,197Expenses 2018: $451,750Net Income 2018: $273,4472018Revenue 2019: $573,893Expenses 2019: $395,873Net Income 2019: $178,0202019Revenue 2020: $394,150Expenses 2020: $379,874Net Income 2020: $14,2762020Revenue 2021: $670,947Expenses 2021: $176,237Net Income 2021: $494,7102021Revenue 2022: $543,905Expenses 2022: $204,539Net Income 2022: $339,3662022Revenue 2023: $275,355Expenses 2023: $161,029Net Income 2023: $114,3262023Revenue 2024: $532,012Expenses 2024: $174,521Net Income 2024: $357,4912024

Highlighted filing

2017

Revenue$903,239
Expenses$261,385
Net Income$641,854
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Nov 13, 2018
Return Version
2017v2.3
Gross Receipts
$903,239
Mission and Program Overview

Mission

To establish an endowment to provide income to support the administrative and program service expenses of the alumni association of loma linda university school of medicine.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments Other Securities$5,373,277$6,103,157▲ $729,880
Accounts Receivable$187,676$437,650▲ $249,974
Cash and Non-Interest-Bearing Accounts$208,421$11,909▼ $196,512
Savings and Temporary Cash Investments$145,850$6,757▼ $139,093
Total Assets$5,915,224$6,559,473▲ $644,249
Liabilities
Other Liabilities$0$2,394▲ $2,394
Total Liabilities$0$2,394▲ $2,394
Net Assets / Fund Balance
Permanently Rstr Net Assets$5,270,050$5,932,284▲ $662,234
Temporarily Rstr Net Assets$645,174$624,795▼ $20,379
Total Net Assets Fund Balance$5,915,224$6,557,079▲ $641,855
Total Liabilities and Net Assets / Fund Balance$5,915,224$6,559,473▲ $644,249

Asset Categories

AssetBook ValueDepreciationBasis
Other Securities$5,932,283--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2017$5,915,224$662,233▲ $240,986$55,118$6,557,079
2016$5,619,079$157,280▲ $402,704$51,014$5,915,224
2015$5,634,420$147,454▼ $68,249$41,719$5,490,960
2014$5,702,520$102,082▲ $217,507-$5,634,420
2013$5,231,569$297,945▲ $358,547-$5,702,520
Compensation and Service Providers

Employees

NameTitleOtherTotal
Calvin ChuangExecutive Director$98,329$98,329

Board Members and Trustees

NameTitle
Del Schutte MdPast President
David Ward MdPresident
James Anholm MdPresident Elect
Anton Hasso MdDirector
Geir Frivold MdDirector
Mark Reeves MdDirector
Tammi Thomas MdDirector
Paul Aka MdCFO
Revenue and Support

Revenue Composition

Contributions and Grants
$662,233
Program Service Revenue
$0
Investment Income
$240,986
Other Revenue
$20
Change in Net Assets
$641,854

Audited Revenue Reconciliation

Revenue per Audited Statements
$903,239
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$0
Total Revenue per Audited Statements
$903,239
Total Revenue per Form 990
$903,239
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$200,000
Other Expenses$61,385
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs---$200,000
Other Expenses---$55,118
Fees for Services Accounting---$5,972
Office Expenses---$295
Total Functional Expenses$0$0$0$261,385

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$261,385
Total Expenses per Audited Statements$261,385
Total Expenses per Form 990$261,385
Expenses Not Reported on Financial Statements$0
Expenses Not Reported on Form 990$0
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Alumni Association of the School of Medicine of Loma Linda University IncLoma Linda, CA501(c)(3)To Supplement Mission Programs and to Support the Alumni and Students of the Loma Linda University Medical Center.$200,000
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Due to Alumni Association$2,394
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Audit committee
Yes
Backup withholding compliance
Yes
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
Yes
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, Line 7A

Members of the governing body are elected by the members of the corporation.

Form 990, Part VI, Section B, Line 11B

A copy of form 990 is provided to and reviewed by management and the board of directors before it is filed.

Form 990, Part VI, Section C, Line 19

Documents are made available upon request.

Filing and Contact Details

Filer

Filer Name
Holding Fund Incof the Alumni Assoc
EIN
23-7069974
Phone
9095584633
Address
11245 ANDERSON STREET NO 200, LOMA LINDA, CA 92354

Signing Officer

Name
Calvin Chuang
Title
Executive Director
Phone
9095584633
Signed
2018-11-13
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Calvin Chuang
Formed
1969
Legal Domicile
CA
Voting Board Members
9
Independent Board Members
8
Employees
0
Volunteers
0

Preparer

Firm
Rogers Anderson Malody & Scott Llp
Address
735 E CARNEGIE DRIVE SUITE 100, SAN BERNARDINO, CA 92408
Preparer
Bradferd a Welebir CPA
Phone
9098890871
Supplemental Narrative

Additional Explanations

FORM 990: PART XII, LINE 2C

The organization issued consolidated financial statements with a related entity, and the financial statements were audited by an independent accountant. The organization has an audit committee oversee the process.

Raw XML AppendixShowing 400 of 423 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
IRS990/AccountantCompileOrReviewInd00
IRS990/AccountsReceivableGrp/BOYAmt0187676
IRS990/AccountsReceivableGrp/EOYAmt0437650
IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0TO ESTABLISH AN ENDOWMENT TO PROVIDE INCOME TO SUPPORT THE ADMINISTRATIVE AND PROGRAM SERVICE EXPENSES OF THE ALUMNI ASSOCIATION OF LOMA LINDA UNIVERSITY SCHOOL OF MEDICINE.
IRS990/AuditCommitteeInd01
IRS990/BackupWthldComplianceInd01
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0CALVIN CHUANG
IRS990/BooksInCareOfDetail/PhoneNum09095584633
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt011245 ANDERSON STREET NO 200
IRS990/BooksInCareOfDetail/USAddress/CityNm0LOMA LINDA
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990/BooksInCareOfDetail/USAddress/ZIPCd092354
IRS990/BusinessRlnWithFamMemInd00
IRS990/BusinessRlnWithOfficerEntInd00
IRS990/BusinessRlnWithOrgMemInd00
IRS990/CashNonInterestBearingGrp/BOYAmt0208421
IRS990/CashNonInterestBearingGrp/EOYAmt011909
IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd00
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd00
IRS990/CompensationProcessOtherInd00
IRS990/ConflictOfInterestPolicyInd00
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd01
IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt0662233
IRS990/CYGrantsAndSimilarPaidAmt0200000
IRS990/CYInvestmentIncomeAmt0240986
IRS990/CYOtherExpensesAmt061385
IRS990/CYOtherRevenueAmt020
IRS990/CYProgramServiceRevenueAmt00
IRS990/CYRevenuesLessExpensesAmt0641854
IRS990/CYSalariesCompEmpBnftPaidAmt00
IRS990/CYTotalExpensesAmt0261385
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt0903239
IRS990/DecisionsSubjectToApprovaInd00
IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd00
IRS990/DelegationOfMgmtDutiesInd00
IRS990/Desc0TO SUPPORT THE OPERATIONS OF THE ALUMNI ASSOCIATION OF LOMA LINDA UNIVERSITY.
IRS990/DescribedInSection501c3Ind00
IRS990/DisregardedEntityInd00
IRS990/DocumentRetentionPolicyInd00
IRS990/DonorAdvisedFundInd00
IRS990/ElectionOfBoardMembersInd01
IRS990/EmployeeCnt00
IRS990/ExpenseAmt0261385
IRS990/FamilyOrBusinessRlnInd00
IRS990/FederalGrantAuditRequiredInd00
IRS990/FeesForServicesAccountingGrp/TotalAmt05972
IRS990/ForeignActivitiesInd00
IRS990/ForeignFinancialAccountInd00
IRS990/ForeignOfficeInd00
IRS990/Form8282PropertyDisposedOfInd00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt03.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt13.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt23.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt32.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt438.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt01.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt11.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt21.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt31.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt41.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt51.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt61.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt71.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt82.00
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OfficerInd3X
IRS990/Form990PartVIISectionAGrp/OfficerInd4X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt60
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt70
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt811907
IRS990/Form990PartVIISectionAGrp/PersonNm0GEIR FRIVOLD MD
IRS990/Form990PartVIISectionAGrp/PersonNm1TAMMI THOMAS MD
IRS990/Form990PartVIISectionAGrp/PersonNm2MARK REEVES MD
IRS990/Form990PartVIISectionAGrp/PersonNm3ANTON HASSO MD
IRS990/Form990PartVIISectionAGrp/PersonNm4DAVID WARD MD
IRS990/Form990PartVIISectionAGrp/PersonNm5JAMES ANHOLM MD
IRS990/Form990PartVIISectionAGrp/PersonNm6DEL SCHUTTE MD
IRS990/Form990PartVIISectionAGrp/PersonNm7PAUL AKA MD
IRS990/Form990PartVIISectionAGrp/PersonNm8CALVIN CHUANG
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt886422
IRS990/Form990PartVIISectionAGrp/TitleTxt0DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt1DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt2DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt3DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt4PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt5PRESIDENT ELECT
IRS990/Form990PartVIISectionAGrp/TitleTxt6PAST PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt7CFO
IRS990/Form990PartVIISectionAGrp/TitleTxt8EXECUTIVE DIRECTOR
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr01969
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/ConsolidatedBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt09
IRS990/GrantAmt0200000
IRS990/GrantsToDomesticOrgsGrp/TotalAmt0200000
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd01
IRS990/GrantToRelatedPersonInd00
IRS990/GrossReceiptsAmt0903239
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd00
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt08
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIIInd0X
IRS990/InvestmentIncomeGrp/ExclusionAmt0240986
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0240986
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsOtherSecuritiesGrp/BOYAmt05373277
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt06103157
IRS990/IRPDocumentCnt01
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0CA
IRS990/LoanOutstandingInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0TO ESTABLISH AN ENDOWMENT TO PROVIDE INCOME TO SUPPORT THE ADMINISTRATIVE AND PROGRAM SERVICE EXPENSES OF THE ALUMNI ASSOCIATION OF LOMA LINDA UNIVERSITY SCHOOL OF MEDICINE.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt05915224
IRS990/NetAssetsOrFundBalancesEOYAmt06557079
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NondeductibleContributionsInd00
IRS990/OfficeExpensesGrp/TotalAmt0295
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501cInd0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherExpensesGrp/Desc0PERPETUAL MEMBER COSTS
IRS990/OtherExpensesGrp/TotalAmt055118
IRS990/OtherLiabilitiesGrp/BOYAmt00
IRS990/OtherLiabilitiesGrp/EOYAmt02394
IRS990/OtherRevenueMiscGrp/BusinessCd0900099
IRS990/OtherRevenueMiscGrp/Desc0OTHER INCOME
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt020
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt020
IRS990/OtherRevenueTotalAmt020
IRS990/PartialLiquidationInd00
IRS990/PermanentlyRstrNetAssetsGrp/BOYAmt05270050
IRS990/PermanentlyRstrNetAssetsGrp/EOYAmt05932284
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0CALVIN CHUANG
IRS990/ProfessionalFundraisingInd00
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt0157280
IRS990/PYGrantsAndSimilarPaidAmt0200000
IRS990/PYInvestmentIncomeAmt0427201
IRS990/PYOtherExpensesAmt063839
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt0320642
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt0263839
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0584481
IRS990/QuidProQuoContributionsInd00
IRS990/ReconcilationRevenueExpnssAmt0641854
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/RelatedOrganizationsAmt0662233
IRS990/ReportInvestmentsOtherSecInd01
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0145850
IRS990/SavingsAndTempCashInvstGrp/EOYAmt06757
IRS990/ScheduleBRequiredInd01
IRS990ScheduleD/CYEndwmtFundGrp/AdministrativeExpensesAmt06246
IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt05915224
IRS990ScheduleD/CYEndwmtFundGrp/ContributionsAmt0662233
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt06557079
IRS990ScheduleD/CYEndwmtFundGrp/GrantsOrScholarshipsAmt0200000
IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt0240986
IRS990ScheduleD/CYEndwmtFundGrp/OtherExpendituresAmt055118
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/AdministrativeExpensesAmt012825
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt05619079
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/ContributionsAmt0157280
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt05915224
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/GrantsOrScholarshipsAmt0200000
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0402704
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/OtherExpendituresAmt051014
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/AdministrativeExpensesAmt08094
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt05634420
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/ContributionsAmt0147454
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt05490960
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/GrantsOrScholarshipsAmt0172852
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0-68249
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/OtherExpendituresAmt041719
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/AdministrativeExpensesAmt02983
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/BeginningYearBalanceAmt05702520
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/ContributionsAmt0102082
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt05634420
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/GrantsOrScholarshipsAmt0384706
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0217507
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/AdministrativeExpensesAmt05541
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/BeginningYearBalanceAmt05231569
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/ContributionsAmt0297945
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/EndYearBalanceAmt05702520
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/GrantsOrScholarshipsAmt0180000
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0358547
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd00
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd00
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt00
IRS990ScheduleD/ExpensesSubtotalAmt0261385
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt02394
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0DUE TO ALUMNI ASSOCIATION
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt0170874
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt15932283
IRS990ScheduleD/OtherSecuritiesGrp/Desc0LOMA LINDA UNIVERSITY INCOME FUND
IRS990ScheduleD/OtherSecuritiesGrp/Desc1LOMA LINDA UNIVERSITY POOL FUNDS
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd0F
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd1F
IRS990ScheduleD/PrmnntEndowmentBalanceEOYPct00.81000
IRS990ScheduleD/RevenueNotReportedAmt00
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt00
IRS990ScheduleD/RevenueSubtotalAmt0903239
IRS990ScheduleD/TermEndowmentBalanceEOYPct00.19000
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleD/TotalBookValueSecuritiesAmt06103157
IRS990ScheduleD/TotalExpensesPerForm990Amt0261385
IRS990ScheduleD/TotalLiabilityAmt02394
IRS990ScheduleD/TotalRevenuePerForm990Amt0903239
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt0903239
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt0261385
IRS990ScheduleI/GrantRecordsMaintainedInd01
IRS990ScheduleI/RecipientTable/CashGrantAmt0200000
IRS990ScheduleI/RecipientTable/IRCSectionDesc0501(C)(3)
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0TO SUPPLEMENT MISSION PROGRAMS AND TO SUPPORT THE ALUMNI AND STUDENTS OF THE LOMA LINDA UNIVERSITY MEDICAL CENTER.
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0ALUMNI ASSOCIATION OF THE SCHOOL OF MEDICINE OF LOMA LINDA UNIVERSITY INC
IRS990ScheduleI/RecipientTable/RecipientEIN0951744348
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt011245 ANDERSON STREET 200
IRS990ScheduleI/RecipientTable/USAddress/CityNm0LOMA LINDA
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0CA
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd092354
IRS990ScheduleI/RecipientTable/ValuationMethodUsedDesc0FMV
IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0HOLDING FUND, INC PROVIDES GRANTS TO THE ALUMNI ASSOCIATION OF THE SCHOOL MEDICINE OF LOMA LINDA UNIVERSITY, INC, A 501(C)(3) ENTITY. THE USE OF THE GRANTS ARE MONITORED THRU THE ASSOCIATION'S COMPLIANCE WITH THE 501(C)(3) EXEMPT STATUS REQUIREMENTS.
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0PART I, LINE 2:
IRS990ScheduleI/Total501c3OrgCnt01
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0MEMBERS OF THE GOVERNING BODY ARE ELECTED BY THE MEMBERS OF THE CORPORATION.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1A COPY OF FORM 990 IS PROVIDED TO AND REVIEWED BY MANAGEMENT AND THE BOARD OF DIRECTORS BEFORE IT IS FILED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2DOCUMENTS ARE MADE AVAILABLE UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE ORGANIZATION ISSUED CONSOLIDATED FINANCIAL STATEMENTS WITH A RELATED ENTITY, AND THE FINANCIAL STATEMENTS WERE AUDITED BY AN INDEPENDENT ACCOUNTANT. THE ORGANIZATION HAS AN AUDIT COMMITTEE OVERSEE THE PROCESS.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINE 7A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990: PART XII, LINE 2C
IRS990ScheduleR/AssetExchangeInd00
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd00
IRS990ScheduleR/AssetSaleToOtherOrgInd00
IRS990ScheduleR/DivRelatedOrganizationInd00
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd01
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd01
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingNACd0N/A
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0ALUMNI ASSOCIATION OF THE SCHOOL OF MEDICINE OF LOMA LINDA UNIVERSITY INC
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0951744348
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0501(C)(3)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0CA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0SUPPORTS THE ALUMNI AND STUDENTS OF LOMA LIMA LINDA UNIVERSITY
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PublicCharityStatusTxt0LINE 10
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt011245 ANDERSON STREET SUITE 200
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm0LOMA LINDA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd0CA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd092354
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd00
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd00
IRS990ScheduleR/PaidEmployeesSharingInd00
IRS990ScheduleR/PerformOfServicesByOtherOrgInd00
IRS990ScheduleR/PerformOfServicesForOthOrgInd00
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd00
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd00
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd00
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd00
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd00
IRS990ScheduleR/SharingOfFacilitiesInd00
IRS990ScheduleR/TransactionsRelatedOrgGrp/InvolvedAmt0200000
IRS990ScheduleR/TransactionsRelatedOrgGrp/InvolvedAmt1662233
IRS990ScheduleR/TransactionsRelatedOrgGrp/MethodOfAmountDeterminationTxt0CASH
IRS990ScheduleR/TransactionsRelatedOrgGrp/MethodOfAmountDeterminationTxt1CASH
IRS990ScheduleR/TransactionsRelatedOrgGrp/OtherOrganizationName/BusinessNameLine1Txt0ALUMNI ASSOCIATION OF THE SCHOOL OF MEDICINE OF LOMA LINDA UNIVERSITY INC
IRS990ScheduleR/TransactionsRelatedOrgGrp/OtherOrganizationName/BusinessNameLine1Txt1ALUMNI ASSOCIATION OF THE SCHOOL OF MEDICINE OF LOMA LINDA UNIVERSITY INC
IRS990ScheduleR/TransactionsRelatedOrgGrp/TransactionTypeTxt0B
IRS990ScheduleR/TransactionsRelatedOrgGrp/TransactionTypeTxt1C
IRS990ScheduleR/TransferFromOtherOrgInd00
IRS990ScheduleR/TransferToOtherOrgInd00
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/StatesWhereCopyOfReturnIsFldCd0CA
IRS990/SubjectToProxyTaxInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TemporarilyRstrNetAssetsGrp/BOYAmt0645174
IRS990/TemporarilyRstrNetAssetsGrp/EOYAmt0624795
IRS990/TempOrPermanentEndowmentsInd01
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt05915224
IRS990/TotalAssetsEOYAmt06559473
IRS990/TotalAssetsGrp/BOYAmt05915224
IRS990/TotalAssetsGrp/EOYAmt06559473
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt0662233
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/TotalAmt0261385
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt00
IRS990/TotalLiabilitiesEOYAmt02394
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt02394
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt05915224
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt06557079
IRS990/TotalOtherCompensationAmt011907
IRS990/TotalProgramServiceExpensesAmt0261385
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt0240986
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt020
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0903239
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt05915224
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt06559473
IRS990/TotReportableCompRltdOrgAmt086422
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt011245 ANDERSON STREET NO 200
IRS990/USAddress/CityNm0LOMA LINDA
IRS990/USAddress/StateAbbreviationCd0CA
IRS990/USAddress/ZIPCd092354
IRS990/VotingMembersGoverningBodyCnt09
IRS990/VotingMembersIndependentCnt08
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd00
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0CALVIN CHUANG
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0EXECUTIVE DIRECTOR
ReturnHeader/BusinessOfficerGrp/PhoneNum09095584633
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-11-13
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0HOLDING FUND INCOF THE ALUMNI ASSOC
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0SCHOOL OF MEDICINE OF LOMA LINDA UNIV
ReturnHeader/Filer/BusinessNameControlTxt0HOLD
ReturnHeader/Filer/EIN0237069974
ReturnHeader/Filer/PhoneNum09095584633
ReturnHeader/Filer/USAddress/AddressLine1Txt011245 ANDERSON STREET NO 200

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings