2025-05-15T11:11:06+00:00 2024-06-30 346565596 ERNST & YOUNG US LLP 155 N WACKER DRIVE CHICAGO IL 60606 990 2023-07-01 361408475 LOYOLA UNIVERSITY OF CHICAGO LOYO 3129157676 820 N MICHIGAN AVENUE CHICAGO IL 606112147 WAYNE MAGDZIARZ SR VP & CFO 3129156403 2025-05-15 false true Kristen Farr Capizzi P02176875 3128792000 2025-05-08 2023 2025-03-06 01:10:19Z Loyola University Chicago MARK C REED 820 N MICHIGAN AVENUE CHICAGO IL 606112147 1721305563 false X WWW.LUC.EDU X 1909 IL WE ARE ONE OF THE NATION'S LARGEST JESUIT, CATHOLIC UNIVERSITIES WITH OVER 17,000 STUDENTS. WE WORK TO EXPAND KNOWLEDGE THROUGH LEARNING, JUSTICE, AND FAITH. 36 35 9732 838 220778 71364 85943611 94872501 825867994 865550529 80317898 114254513 608925 3523373 992738428 1078200916 291428062 314752317 0 384925097 410951584 118500 75000 18079901 236760522 254628096 913232181 980406997 79506247 97793919 2487525875 2561990362 412337715 389125416 2075188160 2172864946 WE ARE CHICAGO'S JESUIT, CATHOLIC UNIVERSITY - A DIVERSE COMMUNITY SEEKING GOD IN ALL THINGS AND WORKING TO EXPAND KNOWLEDGE IN THE SERVICE OF HUMANITY THROUGH LEARNING, JUSTICE, AND FAITH. false false 742315698 307768501 775975267 HIGHER EDUCATION: LOYOLA UNIVERSITY CHICAGO EDUCATED APPROXIMATELY 12,500 UNDERGRADUATE & 4,900 GRADUATE & PROFESSIONAL STUDENTS FOR THE FALL TERM. LOYOLA STRIVES TO DELIVER THE PREMIER UNDERGRADUATE EDUCATIONAL EXPERIENCE IN CHICAGO, CHARACTERIZED BY A TRANSFORMATIVE EXPERIENCE IN THE JESUIT TRADITION & A COMMITMENT TO THE UNDERSERVED. THE QUINLAN SCHOOL OF BUSINESS CONTINUES TO BE RANKED AS THE NUMBER 1 UNDERGRADATE BUSINESS PROGRAM IN CHCAGO BY U.S. NEWS & WORLD REPORT RANKINGS. SIMILARLY THE MARCELLA NIEHOFF SCHOOL OF NURSING BACHELOR OF SCIENCE PROGRAM IS RANKED IN THE TOP 5 PERCENT OF UNDERGRADUATE NURSING PROGRAMS NATIONWIDE. AT THE GRADUATE & PROFESSIONAL LEVELS, LOYOLA DELIVERS A HIGH-QUALITY EDUCATION THAT IS CHARACTERIZED BY EXCELLENCE, INNOVATION, JUSTICE, & LEADERSHIP. LOYOLA IS HOME TO 13 SCHOOLS, COLLEGES, AND VARIOUS INSTITUTES AND CENTERS. 84876951 2023139 89913078 HIGHER EDUCATION AUXILIARY SERVICES: LOYOLA UNIVERSITY CHICAGO PROVIDES VARIOUS SERVICES AND AMENITIES THAT STRENGTHEN AND ENHANCE THE LOYOLA STUDENT, FACULTY, AND STAFF EXPERIENCE. THESE SERVICES INCLUDE HOUSING, FOOD SERVICE, BOOKSTORES, RECREATIONAL FACILITIES, AND TRANSPORTATION. 49916911 4960677 0 RESEARCH: LOYOLA UNIVERSITY CHICAGO ENGAGES IN EXTERNALLY FUNDED RESEARCH PROJECTS AIMED AT SOLVING CONTEMPORARY, SOCIETAL CHALLENGES, WITH THE GOAL OF CREATING A BETTER AND MORE JUST TOMORROW. THE RESEARCH IS CONDUCTED IN EACH OF LOYOLA'S THREE CHICAGO-AREA CAMPUSES (HEALTH SCIENCE CAMPUS, WATER TOWER CAMPUS, AND LAKESHORE CAMPUS) AND SERVES TO ADVANCE KNOWLEDGE WHILE ALSO PROVIDING TRAINING OPPORTUNITIES TO UNDERGRADUATE, GRADUATE AND PROFESSIONAL (E.G., MEDICAL) STUDENTS IN THE RESEARCH PROCESS. 877109560 true true false true false true true true true true true false false true false false true true true true true true true true false false true true true false false false false true false false false true false false false false true true true false false true X 23923 0 true 9732 true true true true EI IT UK VM false false false true true false false false false true false X 36 35 false false true false false false false true true false false true true true true true true true true true true CO HI AK MD MA MI NH ND OK OR SC WA X TERESA KRAFCISIN CONTROLLER 3129157676 820 N MICHIGAN AVENUE CHICAGO IL 60611 JOHN G SCHREIBER BOARD CHAIR, TRUSTEE 1.0 0.0 X X 0 0 0 MARK C REED PRESIDENT 40.0 0.0 X X 1234949 0 64388 TIMOTHY P KESICKI SJ VICE CHAIR, TRUSTEE 1.0 0.0 X X 0 0 0 ALICIA GONZALEZ TRUSTEE 1.0 0.0 X 0 0 0 ANTONIO ORTIZ TRUSTEE 1.0 0.0 X 0 0 0 BRIAN K SPEERS TRUSTEE 1.0 0.0 X 0 0 0 BRIAN W FITZPATRICK TRUSTEE 1.0 0.0 X 0 0 0 BRYAN TRAUBERT TRUSTEE 1.0 0.0 X 0 0 0 EDWARD J SIEBERT SJ TRUSTEE 1.0 0.0 X 0 0 0 EILEEN WRENN MITCHELL TRUSTEE 1.0 0.0 X 0 0 0 ELIZABETH PARKINSON TRUSTEE 1.0 0.0 X 0 0 0 ELLEN S ALBERDING TRUSTEE 1.0 0.0 X 0 0 0 GREG O'MEARA SJ TRUSTEE 1.0 0.0 X 0 0 0 JEFFREY P VON ARX SJ TRUSTEE (EFFECTIVE 05/2024) 1.0 0.0 X 0 0 0 JENNIFER CAROLAN TRUSTEE 1.0 0.0 X 0 0 0 JOHN P FITZGIBBONS SJ TRUSTEE (TERM ENDED 05/2024) 1.0 0.0 X 0 0 0 JULIE H SULLIVAN TRUSTEE 1.0 0.0 X 0 0 0 KEVIN W WILLER TRUSTEE 1.0 0.0 X 0 0 0 LAKEISHA C MARSH TRUSTEE (EFFECTIVE 05/2024) 1.0 0.0 X 0 0 0 LAUREN SERRA HENDERSON TRUSTEE 1.0 0.0 X 0 0 0 MARGARET MARY COSGROVE BVM TRUSTEE 1.0 0.0 X 0 0 0 MARK A HOPPE TRUSTEE 1.0 0.0 X 0 0 0 MARK S RZEPCZYNSKI TRUSTEE 1.0 0.0 X 0 0 0 MARY HASTEN TRUSTEE 1.0 0.0 X 0 0 0 MELODY SPANN COOPER TRUSTEE 1.0 0.0 X 0 0 0 MICHAEL J GRAHAM SJ TRUSTEE (EFFECTIVE 05/2024) 1.0 0.0 X 0 0 0 MICHAEL R HANEY TRUSTEE 1.0 0.0 X 0 0 0 OMAR A BROWN TRUSTEE 1.0 0.0 X 0 0 0 PATRICK E MCGRATH SJ TRUSTEE 1.0 0.0 X 0 0 0 RICK HAMMOND TRUSTEE 1.0 0.0 X 4606 0 0 ROBERT A SULLIVAN TRUSTEE 1.0 0.0 X 0 0 0 ROBERT L NIEHOFF SJ TRUSTEE 1.0 0.0 X 0 0 0 ROCCO J MARTINO TRUSTEE 1.0 0.0 X 0 0 0 TAYLOR J O'MALLEY TRUSTEE 1.0 0.0 X 0 0 0 THOMAS N HUND TRUSTEE (EFFECTIVE 05/2024) 1.0 0.0 X 0 0 0 WALTER C DEYE SJ TRUSTEE 1.0 0.0 X 0 0 0 WILLIAM F LYNCH TRUSTEE (TERM ENDED 05/2024) 1.0 0.0 X 0 0 0 WILLIAM G KISTNER TRUSTEE 1.0 0.0 X 0 0 0 CLAIRE NOONAN VP MISSION INTEGRATION 40.0 0.0 X 219684 0 42710 DOMINIQUE JORDAN TURNER VP INST. DEI & CHIEF INCL. OFFICER 40.0 0.0 X 270206 0 39365 JEREMY W LANGFORD VP MARKETING & COMMUNICATIONS 40.0 0.0 X 327937 0 33999 JOHN M SCHIETINGER ASSISTANT SECRETARY 40.0 0.0 X 205695 0 44070 JONATHAN BUCHBINDER TREASURER 40.0 0.0 X 161664 0 9799 KAREN PACIERO VP ADVANCEMENT 40.0 0.0 X 425874 0 65412 KEITH CHAMPAGNE VP STUDENT DEVELOPMENT 40.0 0.0 X 299103 0 31420 MARGARET FAUT CALLAHAN PROVOST, CHIEF ACADEMIC OFFICER 40.0 0.0 X 650697 0 55845 PAMELA G COSTAS VP GENERAL COUNSEL & SECRETARY 40.0 0.0 X 405617 0 46319 PAUL G ROBERTS VP FOR ENROLL. MGMT. & ST. SUCCESS 40.0 0.0 X 413003 0 47785 PHILIP D HALE VP CIVIC ENGAGEMENT & GOVT AFFAIRS 40.0 0.0 X 241086 0 46363 THOMAS M KELLY SR VP ADMINISTRATIVE SERVICES 40.0 0.0 X 412929 0 68724 THOMAS NEITZKE SJ VP & SPECIAL ASSIST. PRESIDENT 40.0 0.0 X 0 0 0 WAYNE MAGDZIARZ SR VP & CFO 40.0 0.0 X 496305 0 47864 KATHARINE WYATT CHIEF INVESTMENT OFFICER 40.0 0.0 X 462396 0 67910 MICHAEL BEHNAM DEAN, QUINLAN SCHOOL OF BUSINESS 40.0 0.0 X 437461 0 49816 PETER SCHRAEDER DEAN, COLLEGE OF ARTS & SCIENCES 40.0 0.0 X 309048 0 112491 SAM MARZO DEAN, STRITCH SCHOOL OF MEDICINE 40.0 0.0 X 727368 0 68474 CARLTON VALENTINE HEAD MEN'S BASKETBALL COACH 40.0 0.0 X 851023 0 68524 MEHARVAN SINGH VICE PROVOST & DEAN OF RESEARCH 40.0 0.0 X 411430 0 64155 MICHELE ALEXANDRE DEAN, SCHOOL OF LAW 40.0 0.0 X 437455 0 35408 STEPHEN WATSON DIRECTOR, ATHLETICS 40.0 0.0 X 372372 0 66755 WILLIAM SMALL PROFESSOR RADIATION ONCOLOGY 40.0 0.0 X 361948 0 30154 JANE NEUFELD FORMER OFFICER 40.0 0.0 X 150624 0 28326 JO ANN ROONEY FORMER PRESIDENT 0.0 0.0 X 239104 0 34164 LORNA FINNEGAN FORMER KEY EMPLOYEE 40.0 0.0 X 312499 0 57234 MACIEK NOWAK FORMER KEY EMPLOYEE 40.0 0.0 X 131778 0 21465 NORBERTO GRZYWACZ Professor/Former Provost 40.0 0.0 X 343718 0 55253 11317579 0 1404192 968 true true false ARAMARK SERVICES INC 1125 W LOYOLA AVE SUITE 110 CHICAGO IL 60626 Food Services 26095747 POWER CONSTRUCTION COMPANY LLC 8750 W BRYN MAWR AVE CHICAGO IL 60631 Construction 18272185 B STROMBERG CONSTRUCTION CO 5831 DEMPSTER ST MORTON GROVE IL 60053 Construction 13679802 ALLIED UNIVERSAL JANITORIAL 161 WASHINGTON ST CONSHOHOCKEN PA 19428 Housekeeping 10518044 ORBIS EDUCATION SERVICES 2600 W CAMELBACK RD PHOENIX AZ 85017 Program Management 5524488 139 44590 366713 48944379 45516819 2165105 94872501 TUITION AND FEES 611710 727265710 727265710 AUXILIARY 611710 89913078 89913078 ACADEMIC SUPPORT-TRINITY HEALTH 611710 29025528 29025528 OTHER STUDENT SERVICES 611710 19346213 19346213 0 0 0 0 865550529 17898507 -282201 18180708 115822 115822 15524443 12807125 2717318 0 2717318 2717318 726512378 56086 630212458 96299920 56086 96356006 96356006 50324 44590 85064 -34740 -34740 FITNESS CENTER 713940 228263 228263 INTEREST ON STUDENT LOANS 611600 221994 221994 CONFERENCE SERVICES 531120 209141 209141 65575 0 65575 0 724973 1078200916 865888345 220778 117219292 4563137 4563137 309021171 309021171 1168009 1168009 10035080 1855699 7694667 484714 3000 3000 318921923 282870115 25865063 10186745 22682638 18393462 3067042 1222134 36778944 30173036 4720246 1885662 22529999 21994580 535419 187179 97942 89162 75 535546 31546 504000 75000 75000 7604964 7604964 31012853 27896284 2174644 941925 6444607 3571176 2799656 73775 28636550 26710773 849985 1075792 16443888 6669831 9333795 440262 5616 5616 34643670 30665805 3732684 245181 5596817 5294175 219597 83045 8287931 7754347 177725 355859 7112414 7112414 56168626 43776099 12346773 45754 6742781 4205030 2537592 159 AUXILIARY 20903188 20881030 22158 ACADEMIC 8270529 8024378 246151 INSTITUTIONAL SUPPORT 6611509 5442198 212646 956665 STUDENT 5338171 4985601 352570 4081257 3943106 130997 7154 980406997 877109560 85217536 18079901 10789574 11633397 81580207 88643630 58770737 50893192 10647638 12940540 0 0 0 0 8519624 7008083 18782 16402 9620720 9878624 2024249542 991987279 1004484386 1032262263 503075654 361371664 781599518 967651576 1226754 1451114 17192281 18239877 2487525875 2561990362 56102904 56336527 42305714 41811527 1993088 1930341 0 0 5614992 4628385 261051612 242638671 45269405 41779965 412337715 389125416 X 1483194269 1542330912 591993891 630534034 2075188160 2172864946 2487525875 2561990362 X 97793919 3477023 -3594156 X false true X true true true X 76719719 69634213 161742470 85943611 94872501 488912514 0 0 76719719 69634213 161742470 85943611 94872501 488912514 38245799 450666715 27996133 24394044 25372046 28616165 33478565 139856953 0 0 0 91469 80404 171873 0 0 52566 45702 50324 148592 629089932 3919355853 0.7164 0.6996 X Schedule A, Part II, Line 10 Other Income DESCRIPTION - INCOME FROM FUNDRAISING EVENTS, COLUMN A - , COLUMN B - , COLUMN C - 52566.0, COLUMN D - 45702.0, COLUMN E - 50324.0, COLUMN F - 148592.0; RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED false true false false false false true 174168 false false 174168 false Schedule C, Part II-B, Line 1b PAID STAFF OF MANAGEMENT PHILIP D. HALE, VICE PRESIDENT FOR CIVIC ENGAGEMENT & GOVERNMENT AFFAIRS, IS REGISTERED AS A LOBBYIST WITH THE U.S. HOUSE OF REPRESENTATIVES, THE UNITED STATES SENATE, AND THE STATE OF ILLINOIS. Schedule C, Part II-B, Line 1g DIRECT CONTACT WITH LEGISLATORS DURING FISCAL YEAR 2024, THE LOBBYING ACTIVITIES OF THE UNIVERSITY INVOLVED CONTACTS WITH LEGISLATORS AND THEIR STAFFS AT THE FEDERAL, STATE, AND CITY LEVELS. THESE CONTACTS, THROUGH OFFICE VISITS, PHONE CONVERSATIONS, AND LARGE GATHERINGS WERE PRINCIPALLY FOR PURPOSES OF GOODWILL, FOR CONGRESSIONALLY DIRECTED SPENDING, FOR SUPPORT FOR STUDENTS AND FOR ISSUES RELATED TO STUDENT FINANCIAL AID AT THE FEDERAL AND STATE LEVELS. X 6 6 0 1 false 0.0 0 19489770 X X X X X SEE PART XIII false false true X 971355346 31133958 90294248 10768968 19976579 7329650 1054708355 900070383 29538171 70304452 9187246 13267212 6103202 971355346 928702115 60728421 -62868838 8182553 12792728 5516034 900070383 701356312 17039881 234617258 7375289 11415401 5520646 928702115 690327666 23598159 10467610 7426074 11810098 3800951 701356312 0.5006 0.2533 0.2461 false false 30967362 136237514 167204876 100178322 1461743532 804527364 757394490 714322 78471283 53159500 26026105 1200583 170817687 134300415 37717855 43918937 43918937 1032262263 MARKETABLE EQUITY INVESTMENTS 454683633 F PRIVATE EQUITY INVESTMENTS 191813155 F FIXED INCOME INVESTMENTS REAL ESTATE 22604841 F CASH CLEARING ACCOUNT 11022438 F MARKETABLE ALTERNATIVES 258339954 F OPPORTUNISTIC CREDIT 29187555 F 967651576 COND. ASSET RETIREMENT OBLIGATION 2894767 REFUNDABLE US GOV STUDENT LOAN FUNDS 6363714 PENSION AND OTHER POST RETIREMENT 31423849 LEASE LIABILITY - OPERATING 1097635 41779965 Schedule D, Part III, Line 4 DESCRIPTION AND PURPOSE OF ORGANIZATION'S ART COLLECTIONS As a museum with an interest in education and educational programming, the Loyola University Museum of Art (LUMA) reflects the University's Jesuit mission and is dedicated to helping men and women of all creeds explore the roots of their own faith and spiritual quest. LUMA is dedicated to exploring, promoting, and understanding art and artistic expression that attempts to illuminate the enduring spiritual questions and concerns of all cultures and societies. All of LUMA's collections are used as a part of our educational curriculum as well as our Fine & Performing Arts and Public History Programs. Martin D'Arcy, S.J. Collection The Museum interprets and displays the University's medieval and renaissance collection, known as the Martin D'Arcy, S.J. Collection. The D'Arcy is one of the Midwest's finest collections of Medieval, Renaissance, and Baroque art. It is particularly noted for its diverse holdings of three-dimensional objects that epitomize both the religious and secular aspects of European life. Devotional ivories, painted sculptures, and enameled liturgical objects feature among its medieval highlights; in covering the Renaissance, the D'Arcy is especially strong in objects commissioned to celebrate familial events such as marriage and childbirth. Among its Baroque pieces are Christ Among the Doctors by Matthias Stomer, a Dutch-born follower of Caravaggio, and intricate pieces of metalwork and woodwork, such as a collector's chest by Wenzel Jamnitzer, the leading German goldsmith of this period, and The Flagellation by Alessandro Algardi. The James and Emilia Govan Crche Collection LUMA's annual holiday exhibition, Art and Faith of the Crche: The Collection of James and Emilia Govan, continues each year with over 100 nativity scenes. These works represent only a small part of the Govans' gift, which was donated from 2009 to 2017. The first crche the Govans brought into their home came from Italy and was a gift from Jim to his wife Emilia. This present piqued an interest in crches and sparked a passion for collecting. When people learned of the Govans' interest, family and friends began to add to the collection. Over the course of almost forty years, the Govans amassed over 600 crches, representing over 100 countries. Many are unique in depicting the nativity story and incorporate elements, such as architecture, clothing, animals, gifts, and materials, that are particular to the artist's native country. Sr. Jean Dolores Schmidt, BVM Gallery A permanent exhibition honoring Sister Jean Dolores Schmidt, a beloved figure who has touched the hearts of many through her unwavering faith, dedication, and spirit. This exhibition celebrates Sister Jean's remarkable life and profound impact on Loyola University Chicago and the wider community. Via a collection of personal artifacts, awards, and memorabilia, visitors will journey through her decades of service, her role as chaplain of the Loyola Ramblers, and her inspiring contributions to education and social justice. This tribute to Sister Jean reflects the values she embodies - community, resilience, and love. Schedule D, Part V, Line 4 INTENDED USE OF ENDOWMENT FUNDS THE ENDOWMENT FUNDS HAVE BEEN ESTABLISHED TO PROVIDE A STABLE SOURCE OF FUNDING FOR UNIVERSITY ACADEMIC PROGRAMS, FINANCIAL AID, AND FACULTY SUPPORT ON A LONG-TERM TIME HORIZON. Schedule D, Part II, Line 9 Conservation easements financial reporting SCHEDULE D, PART II, LINES 5, 6, 7 AND 9 THE UNIVERSITY HAS ONE PROPERTY LISTED ON THE NATIONAL REGISTER OF HISTORIC PLACES: THE MUNDELEIN CENTER. THE UNIVERSITY HAS FIVE PROPERTIES THAT ARE DESIGNATED AS CHICAGO LANDMARKS: THE MADONNA DELLA STRADA CHAPEL, LEWIS TOWERS, THE MUNDELEIN CENTER, BURROWES HALL AND PIPER HALL. THERE IS NO SPECIFIC WRITTEN POLICY REGARDING THE PERIODIC MONITORING, INSPECTION, VIOLATIONS, AND ENFORCEMENT OF THE CONSERVATION EASEMENTS HELD BY THE UNIVERSITY. HOWEVER, THE OFFICE OF THE GENERAL COUNSEL AND THE UNIVERSITY'S FACILITIES DEPARTMENT ARE AWARE OF THE REGULATIONS AND RESTRICTIONS ATTACHED TO THESE BUILDINGS, AS DICTATED BY THE NATIONAL REGISTER OF HISTORIC PLACES, THE NATIONAL PARK SERVICE, AND THE COMMISSION ON CHICAGO LANDMARKS. AS SUCH, BEFORE ANY CHANGES, MODIFICATIONS OR RENOVATIONS ARE MADE TO THESE STRUCTURES, THE APPROPRIATE RULES AND REGULATIONS ARE REVIEWED AND FOLLOWED. ADDITIONALLY, THE CONSERVATION EASEMENTS RELATED TO THE AFOREMENTIONED BUILDINGS ARE NOT REPORTED IN EITHER THE BALANCE SHEET OR THE REVENUE AND EXPENSE STATEMENT OF THE UNIVERSITY, AS THERE IS NO BOOK VALUE TO THOSE EASEMENTS. THEY ARE SOLELY MEASURES IN PLACE TO PROTECT THE HISTORICAL INTEGRITY OF THE BUILDINGS. Schedule D, Part IV, Line 2b Explanation of escrow agreement LOYOLA HOLDS ASSETS FOR VARIOUS STUDENT ORGANIZATIONS, STUDY ABROAD PROGRAMS, AND THIRD-PARTY SCHOLARSHIP AWARDS IN THE AGENCY ACCOUNTS, WHICH ARE PASS-THROUGH LIABILITY ACCOUNTS WHERE ASSETS ARE HELD FOR THE BENEFIT OF THE THIRD-PARTY. LOYOLA DOES NOT CONTROL HOW THESE FUNDS ARE SPENT AND HAS THESE ACCOUNTS SET UP FOR THE CONVENIENCE OF OUTSIDE ORGANIZATIONS TO USE LOYOLA'S SERVICES. true true true true true true true false false false false false false false false true false true Schedule E, Part I, Line 3 RACIALLY NONDISCRIMINATORY POLICY RACIALLY NONDISCRIMINATORY POLICY DURING FY24 THE UNIVERSITY DISPLAYED A NOTICE ABOUT ITS RACIALLY NONDISCRIMINATORY POLICY ON THE MAIN PAGE OF ITS WEBSITE (WWW.LUC.EDU) AT ALL TIMES, WHICH IS PUBLICLY ACCESSIBLE ON THE INTERNET. Schedule E, Part I, Line 6(a) FINANCIAL AID OR ASSISTANCE FROM A GOVERNMENT A NUMBER OF FEDERAL, STATE AND LOCAL AGENCIES ISSUE GRANTS AND CONTRACTS TO THE UNIVERSITY FOR RESEARCH, TRAINING AND GENERAL EDUCATIONAL SUPPORT. true East Asia and the Pacific 0 0 Investments 14115177 Europe (Including Iceland and Greenland) 0 0 Investments 132618784 Central America and the Caribbean 0 0 Investments 307582007 Central America and the Caribbean 0 0 Grantmaking 88437 Europe (Including Iceland and Greenland) 0 0 Grantmaking 641821 North America (Canada & Mexico only) 0 0 Grantmaking 159483 Russia and Neighboring States 0 0 Grantmaking 213623 Sub-Saharan Africa 0 0 Grantmaking 64645 Europe (Including Iceland and Greenland) 1 41 Program Service Study Abroad Campus 10445053 East Asia and the Pacific 1 1 Program Service Study Abroad Campus 100429 East Asia and the Pacific 0 1 Program Service Honorarium 1400 Europe (Including Iceland and Greenland) 0 9 Program Service Honorarium 9950 North America (Canada & Mexico only) 0 2 Program Service Honorarium 3300 South America 0 3 Program Service Honorarium 9000 Sub-Saharan Africa 0 1 Program Service Honorarium 200 Europe (Including Iceland and Greenland) 0 6 Program Service Professional Services 109907 Middle East and North Africa 0 0 Program Service Professional Services 8500 North America (Canada & Mexico only) 0 2 Program Service Professional Services 8682 South Asia 0 2 Program Service Professional Services 1412 Sub-Saharan Africa 0 2 Program Service Professional Services 11064 Central America and the Caribbean 0 0 Program Service Research 152 Europe (Including Iceland and Greenland) 0 2 Program Service Research 3709 North America (Canada & Mexico only) 0 0 Program Service Research 3378 South America 0 1 Program Service Research 517 South Asia 0 0 Program Service Research 4748 Sub-Saharan Africa 0 2 Program Service Research 116992 Russia and Neighboring States 0 1 Program Service Research 500 Central America and the Caribbean 0 0 Program Service Study Abroad 33678 North America (Canada & Mexico only) 0 3 Program Service Study Abroad 4813 South America 0 0 Program Service Study Abroad 13795 Central America and the Caribbean 0 0 Program Service Conference Travel 3326 East Asia and the Pacific 0 0 Program Service Conference Travel 12128 Europe (Including Iceland and Greenland) 0 0 Program Service Conference Travel 313803 Middle East and North Africa 0 0 Program Service Conference Travel 877 North America (Canada & Mexico only) 0 0 Program Service Conference Travel 30229 South America 0 0 Program Service Conference Travel 5344 South Asia 0 0 Program Service Conference Travel 158 Sub-Saharan Africa 0 0 Program Service Conference Travel 12870 Europe (Including Iceland and Greenland) 0 0 Program Service Athletic Event 3655 Europe (Including Iceland and Greenland) 0 0 Program Service Immersion Trip 21466 South America 0 0 Program Service Immersion Trip 96 South America 0 0 Program Service Mission Work 223 Central America and the Caribbean 0 0 Program Service Academic Initiative 700 Europe (Including Iceland and Greenland) 0 0 Program Service Academic Initiative 5067 North America (Canada & Mexico only) 0 0 Program Service Academic Initiative 684 South America 0 0 Program Service Academic Initiative 2395 Sub-Saharan Africa 0 0 Program Service Academic Initiative 780 East Asia and the Pacific 0 0 Program Service Student Recruitment 10005 Europe (Including Iceland and Greenland) 0 0 Program Service Student Recruitment 4250 Middle East and North Africa 0 0 Program Service Student Recruitment 5272 North America (Canada & Mexico only) 0 0 Program Service Student Recruitment 864 South Asia 0 0 Program Service Student Recruitment 5165 Sub-Saharan Africa 0 0 Program Service Student Recruitment 802 2 64 0 15 2 79 466163216 652099 466815315 Sub-Saharan Africa Epidemiologic Transition 56645 Wire transfer Europe (Including Iceland and Greenland) Epidemiologic Transition 34682 Wire transfer Russia and Neighboring States Bioethics Research 30535 Wire transfer North America (Canada & Mexico only) Dimerization and Micropeptides 142915 Wire transfer Europe (Including Iceland and Greenland) Capsule Biosynthesis 20968 Wire transfer Central America and the Caribbean Epidemiologic Transition 88437 Wire transfer North America (Canada & Mexico only) Plastic Spiraling In River Networks Research 16568 Wire transfer 7 0 Scholarships Europe (Including Iceland and Greenland) 20 579381 Wire Transfer Fellowships Sub-Saharan Africa 2 8000 Wire Transfer Fellowships Russia and Neighboring States 10 183088 Wire Transfer true false true true true true Schedule F, Part I, Line 2 Procedures for monitoring use of grant funds ANY ORGANIZATIONS AND ENTITIES RECEIVING GRANTS FROM LOYOLA ARE REQUIRED TO SUBMIT ANNUAL PROGRESS REPORTS ON THE USE OF THESE FUNDS. THESE PROGRESS REPORTS ARE MONITORED AND REVIEWED BY THE PRINCIPAL INVESTIGATORS TO ENSURE FUNDS ARE BEING USED APPROPRIATELY. Schedule F, Part I, Line 3 Method used to account for expenditures on org's financial statements CENTRAL AMERICA AND THE CARIBBEAN-Cash; EAST ASIA AND THE PACIFIC-Cash; EUROPE (INCLUDING ICELAND AND GREENLAND)-Cash; MIDDLE EAST AND NORTH AFRICA-Cash; NORTH AMERICA (CANADA & MEXICO ONLY)-Cash; RUSSIA AND NEIGHBORING STATES-Cash; SOUTH AMERICA-Cash; SOUTH ASIA-Cash; SUB-SAHARAN AFRICA-Cash Schedule F, Part II, Line 1 Method used to account for expenditures on org's financial statements CENTRAL AMERICA AND THE CARIBBEAN-Cash; EUROPE (INCLUDING ICELAND AND GREENLAND)-Cash; NORTH AMERICA (CANADA & MEXICO ONLY)-Cash; RUSSIA AND NEIGHBORING STATES-Cash; SUB-SAHARAN AFRICA-Cash Schedule F, Part III Method used to account for expenditures on org's financial statements EUROPE (INCLUDING ICELAND AND GREENLAND) -Cash RUSSIA AND NEIGHBORING STATES -Cash SUB-SAHARAN AFRICA -Cash X X X X X X X true Katherine Floyd Campaign planning false 0 75000 -75000 0 75000 -75000 CA CO CT DE DC FL GA AL HI ID IL IN IA KS KY LA ME AK MD MA MI MN MS MO MT NE NV NH NJ NM NY NC ND OH OK OR PA AZ RI SC SD TN TX UT VT VA AR WA WV WI WY Athletics Golf Outing 81014 33590 47424 24954 22500 14089 2720 6764 MAMIE TILL SCHOLARSHIP LUNCHEON 13900 11000 2900 9990 4047 0 94914 44590 50324 24954 22500 24079 2720 10811 85064 -34740 Schedule G, Part I Amounts paid to consultants for consulting During Fiscal Year 2024, the University spent $75,000 for consulting services related to campaign planning. These services did not include actual or direct fundraising. true ARIZONA STATE UNIVERSITY PO Box 876011 Tempe AZ 85287 860196696 501(c)(3) 106047 Cyberbullying Research AUBURN UNIVERSITY 381 Mell St Auburn AL 36849 636000724 GOV'T 30426 Microplastics Research BOISE STATE UNIVERSITY 1910 University Dr Boise ID 83725 820290701 501(c)(3) 101488 Aquatic Invasive Species Research BOSTON UNIVERSITY 25 Buick St Boston MA 02215 042103547 501(c)(3) 223320 SARS-CoV-2 Research BROWN UNIVERSITY Box 1997 69 Brown St 2nd Fl Providence RI 02912 050258809 501(c)(3) 8764 HCV vaccine study CENTRO ROMERO 6216 N Clark St Chicago IL 60660 363517408 501(c)(3) 12555 Federal Work Study Reimbursement COLUMBIA UNIVERSITY 615 W 131st St New York NY 10027 135598093 501(c)(3) 392590 HIV-1 Research COUNTY OF MILWAUKEE 821 West State St Milwaukee WI 53233 396005720 GOV'T 6250 Prosecutorial Data study FAMILY EMPOWERMENT CENTER 1533 W Devon Ave Chicago IL 60660 421570884 501(c)(3) 8297 Federal Work Study Reimbursement FORGING OPPORTUNITIES 5822 S Blackstone Ave 2 Chicago IL 60637 832337377 501(c)(3) 51703 Federal Work Study Reimbursement HUMANITY FIRST USA 4221 Walney Rd Ste 201 Chantilly VA 20151 200464012 501(c)(3) 13500 Surgical Facility Donation IGNATIAN SPIRITUALITY PROJECT 205 W Monroe St Ste 317 Chicago IL 60606 205383724 501(c)(3) 7500 Sponsorship Donation IMMANUEL LUTHERN CHURCH 1500 W Elmdale Chicago IL 60660 362284282 501(c)(3) 10870 Federal Work Study Reimbursement LIVING WORKS 6808 N Ashland Blvd Chicago IL 60626 363946012 501(c)(3) 45882 Federal Work Study Reimbursement LOS ALAMOS NATIONAL LABORATORY PO Box 1663 Los Alamos NM 87545 823291283 GOV'T 141576 HCV Molecular Virology Research LURIE CHILDRENS 225 E Chicago Box 205 Chicago IL 60611 362170833 501(c)(3) 10643 Federal Work Study Reimbursement MCGAW YMCA 1000 Grove Street Evanston IL 60201 362169194 501(c)(3) 5149 Federal Work Study Reimbursement MEASURES FOR JUSTICE INSTITUTE 421 University Ave Rochester NY 14607 452119421 501(c)(3) 100005 Criminal Justice Initiative MEDICAL COLLEGE OF WISCONSIN 8701 Watertown Plank Rd Milwaukee WI 53226 390806261 501(c)(3) 86111 Glyoxal Toxicity Research MEHARRY MEDICAL COLLEGE 1005 Dr DB Todd Blvd Nashville TN 37208 620488046 501(c)(3) 15360 HIV-1 Research MISERCORDIA HOME 6300 N Ridge Blvd Chicago IL 60660 362170153 501(c)(3) 11604 Federal Work Study Reimbursement NORTHWESTERN UNIVERSITY 633 Clark St Evanston IL 60208 362167817 501(c)(3) 22022 ABL Kinases in Hepatocellular Carcinoma OHIO STATE UNIVERSITY 2020 Blankenship Hall 901 Woody Hayes DR Columbus OH 43210 316025986 GOV'T 32351 Bioethics Research Training Program PRINCETON UNIVERSITY 701 Carnegie Ctr Princeton NJ 08540 210634501 501(c)(3) 251480 Hepatitis D Research REGENTS OF THE UNIVERSITY OF CALIFORNIA IRVINE 120 Theory Irvine CA 92697 952226406 501(c)(3) 106211 Glyoxal Toxicity Research REGENTS OF THE UNIVERSITY OF CALIFORNIA SAN DIEGO 9500 Gilman Dr La Jolla CA 92093 956006144 501(c)(3) 133973 METS-Sleep Study ROOSEVELT UNIVERSITY 430 S Michigan Ave Chicago IL 60605 362167854 501(c)(3) 24713 Early Engineering Learning ROSALIND FRANKLIN UNIVERSITY 3333 Green Bay Road North Chicago IL 60064 362181973 501(c)(3) 22927 Alzheimer Disease Research RUSH UNIVERSITY MEDICAL CENTER 1700 W Van Buren Suite 277 Chicago IL 60612 362174823 501(c)(3) 25160 METS-Sleep Study SACRED HEART SCHOOLS 6250 N Sheridan Rd Chicago IL 60660 362170839 501(c)(3) 45965 Federal Work Study Reimbursement TEXAS A&M AGRILIFE RESEARCH PO Box 10420 College Station TX 77842 746000541 GOV'T 15846 Sepsis-induced Cardiomyopathy Research TEXAS TECH UNIV HEALTH SCIENCE 3601 4th St Mail Stop 6274 Lubbock TX 79430 752668014 GOV'T 69919 Health and Disease Research UNIVERSITY OF CALIFORNIA SAN FRANCISCO 513 Parnassus Ave S320 Box 0104 San Francisco CA 94143 946036493 GOV'T 8285 ARDS Research UNIVERSITY OF CALIFORNIA DAVIS One Shields Ave Davis CA 95616 946036494 GOV'T 106606 Health and Disease Research UNIVERSITY OF CHICAGO 6054 South Drexel Ave Suite 300 Chicago IL 60637 362177139 501(c)(3) 321682 Hepatitis C Research UNIVERSITY OF COLORADO 1800 Grant St Ste 600 Denver CO 80203 846000555 GOV'T 28573 Cardiomyopathy Research UNIVERSITY OF DENVER PO Box 911811 Denver CO 80291 840404231 501(c)(3) 52302 Prosecutorial Performance Project UNIVERSITY OF ILLINOIS 28395 Network Pl Chicago IL 60673 376000511 501(c)(3) 856851 Hepatitis C Research UNIVERSITY OF MINNESOTA NW 5957 PO Box 1450 Minneapolis MN 55485 416007513 501(c)(3) 52138 OLED Development UNIVERSITY OF NEW MEXICO 1 University of New Mexico Albuquerque NM 87131 856000642 GOV'T 121204 HCV vaccine study UNIVERSITY OF PITTSBURGH 3100 Cathedral of Learning Pittsburgh PA 15260 250965591 501(c)(3) 43371 Intravesical Lactobacillus crispatus Research UNIVERSITY OF WISCONSIN - MADISON 975 Bascom Mall Madison WI 53706 391805963 GOV'T 296905 SARS-CoV-2 Research VANDERBILT UNIVERSITY PMB 401591 2301 Vanderbilt Place Nashville TN 37240 620476822 501(c)(3) 99454 Rett Syndrome Research VANDERBILT UNIVERSITY MEDICAL CENTER PO Box 121236 Dallas TX 75312 352528741 501(c)(3) 8656 Rett Syndrome Research VARIAN MEDICAL SYSTEMS INC 3100 Hansen Way Palo Alto CA 94304 942359345 132666 Lung Tumors Study WAYNE STATE UNIVERSITY 5057 Woodward Ave Detroit MI 48202 386028429 GOV'T 107045 Opiod Tapering Outcomes Study WESTERN MICHIGAN UNIVERSITY 1000 Oakland Drive Kalamazoo MI 49008 386007327 501(c)(3) 100671 Opiod Tapering Outcomes Study 46 1 Fellowships 509 2630250 Scholarships 14401 306390921 Schedule I, Part I, Line 2 Procedures for monitoring use of grant funds. ALL GRANTS AND SCHOLARSHIPS ARE AWARDED ON A NONDISCRIMINATORY BASIS. AMOUNTS ARE APPLIED DIRECTLY TOWARDS A STUDENT'S TUITION, ROOM, AND BOARD COSTS, THEREBY ENSURING THE FUNDS ARE USED AS INTENDED. ADDITIONALLY, ANY ORGANIZATIONS AND ENTITIES RECEIVING SUBCONTRACT GRANTS FROM LOYOLA UNIVERSITY CHICAGO ARE REQUIRED TO SUBMIT ANNUAL PROGRESS REPORTS ON THE USE OF THESE FUNDS. THESE PROGRESS REPORTS ARE MONITORED AND REVIEWED BY THE PRINCIPAL INVESTIGATORS TO ENSURE FUNDS ARE BEING USED APPROPRIATELY. X X X X true true X X X false true false false false false false true false MARK C REED PRESIDENT 808388 0 0 0 426561 0 24952 0 39436 0 1299337 0 0 0 JANE NEUFELD FORMER OFFICER 149094 0 0 0 1530 0 15600 0 12726 0 178950 0 0 0 NORBERTO GRZYWACZ Professor/Former Provost 339527 0 0 0 4191 0 33000 0 22253 0 398971 0 0 0 JO ANN ROONEY FORMER PRESIDENT 215100 0 0 0 24004 0 21667 0 12497 0 273268 0 0 0 MARGARET FAUT CALLAHAN PROVOST, CHIEF ACADEMIC OFFICER 646371 0 0 0 4326 0 32996 0 22849 0 706542 0 0 0 WAYNE MAGDZIARZ SR VP & CFO 492546 0 0 0 3759 0 33000 0 14864 0 544169 0 0 0 KAREN PACIERO VP ADVANCEMENT 424632 0 0 0 1242 0 31764 0 33648 0 491286 0 0 0 THOMAS M KELLY SR VP ADMINISTRATIVE SERVICES 409413 0 0 0 3516 0 33000 0 35724 0 481653 0 0 0 PAUL G ROBERTS VP FOR ENROLL. MGMT. & ST. SUCCESS 409487 0 0 0 3516 0 33000 0 14785 0 460788 0 0 0 PAMELA G COSTAS VP GENERAL COUNSEL & SECRETARY 403295 0 0 0 2322 0 33000 0 13319 0 451936 0 0 0 JEREMY W LANGFORD VP MARKETING & COMMUNICATIONS 326486 0 0 0 1451 0 32762 0 1237 0 361936 0 0 0 KEITH CHAMPAGNE VP STUDENT DEVELOPMENT 295981 0 0 0 3122 0 20947 0 10473 0 330523 0 0 0 DOMINIQUE JORDAN TURNER VP INST. DEI & CHIEF INCL. OFFICER 269549 0 0 0 657 0 19467 0 19898 0 309571 0 0 0 PHILIP D HALE VP CIVIC ENGAGEMENT & GOVT AFFAIRS 238524 0 0 0 2562 0 23450 0 22913 0 287449 0 0 0 CLAIRE NOONAN VP MISSION INTEGRATION 218868 0 0 0 816 0 11587 0 31123 0 262394 0 0 0 JOHN M SCHIETINGER ASSISTANT SECRETARY 205369 0 0 0 326 0 21400 0 22670 0 249765 0 0 0 JONATHAN BUCHBINDER TREASURER 160045 0 0 0 1619 0 0 0 9799 0 171463 0 0 0 MACIEK NOWAK FORMER KEY EMPLOYEE 131449 0 0 0 329 0 13552 0 7913 0 153243 0 0 0 LORNA FINNEGAN FORMER KEY EMPLOYEE 308491 0 0 0 4008 0 32050 0 25184 0 369733 0 0 0 SAM MARZO DEAN, STRITCH SCHOOL OF MEDICINE 725046 0 0 0 2322 0 33000 0 35474 0 795842 0 0 0 KATHARINE WYATT CHIEF INVESTMENT OFFICER 376596 0 85000 0 800 0 33000 0 34910 0 530306 0 0 0 MICHAEL BEHNAM DEAN, QUINLAN SCHOOL OF BUSINESS 396139 0 0 0 41322 0 13792 0 36024 0 487277 0 0 0 PETER SCHRAEDER DEAN, COLLEGE OF ARTS & SCIENCES 305611 0 0 0 3437 0 31344 0 81147 0 421539 0 0 0 CARLTON VALENTINE HEAD MEN'S BASKETBALL COACH 843222 0 0 0 7801 0 33000 0 35524 0 919547 0 0 0 MEHARVAN SINGH VICE PROVOST & DEAN OF RESEARCH 409108 0 0 0 2322 0 33000 0 31155 0 475585 0 0 0 MICHELE ALEXANDRE DEAN, SCHOOL OF LAW 436645 0 0 0 810 0 12997 0 22411 0 472863 0 0 0 STEPHEN WATSON DIRECTOR, ATHLETICS 359931 0 0 0 12441 0 33000 0 33755 0 439127 0 0 0 WILLIAM SMALL PROFESSOR RADIATION ONCOLOGY 360000 0 0 0 1948 0 29000 0 1154 0 392102 0 0 0 Schedule J, Part I, Line 1a First-class or charter travel FIRST-CLASS TRAVEL FIRST CLASS TRAVEL WAS PROVIDED TO ONE OFFICER ON FLIGHTS WHERE FIRST CLASS AND ECONOMY WERE THE ONLY CLASSES ON THE AIRCRAFT. THE OFFICER TRAVELED FOR BUSINESS PURPOSES AND THEREFORE THE COST OF THE BUSINESS/FIRST CLASS TRAVEL WAS NOT CONSIDERED TAXABLE COMPENSATION. CHARTER TRAVEL THE UNIVERSITY CHARTERS AIRCRAFT FOR THE PURPOSE OF TRANSPORTING THE BASKETBALL TEAM TO INTERCOLLEGIATE ATHLETIC EVENT LOCATIONS. TWO HIGHEST COMPENSATED EMPLOYEES TRAVELED ON THE CHARTERED FLIGHTS. IN INSTANCES WHERE A UNIVERSITY EMPLOYEE AND/OR THEIR FAMILY MEMBER TRAVELS ON A UNIVERSITY CHARTERED FLIGHT, WITHOUT A UNIVERSITY BUSINESS PURPOSE, THE UNIVERSITY DETERMINES THE TAXABLE VALUE, WHICH MAY BE ZERO, OF THE CHARTERED TRAVEL PROVIDED TO THE EMPLOYEE AND/OR THEIR FAMILY MEMBER AND INCLUDES THE AMOUNT AS TAXABLE COMPENSATION OF THE EMPLOYEE. Schedule J, Part I, Line 1a Travel for companions ONE OFFICER AND ONE HIGHEST COMPENSATED EMPLOYEE HAD THEIR SPOUSES ACCOMPANY THEM ON A UNIVERSITY BUSINESS TRIP. THE COST OF THE TRAVEL WAS NOT CONSIDERED TAXABLE COMPENSATION TO THE EMPLOYEES. UNIVERSITY FUNDED EXPENSES FOR SPOUSES ARE TAXABLE COMPENSATION TO THE EMPLOYEE UNLESS THERE IS DOCUMENTED "BONA FIDE BUSINESS PURPOSE" FOR THE SPOUSE'S TRAVEL. UNDER LIMITED CIRCUMSTANCES, THE UNIVERSITY MAY APPROVE EXPENSES FOR AN EMPLOYEE'S SPOUSE. GENERALLY, THESE SITUATIONS ARE RELATED TO ALUMNI OR DONOR EVENTS WHERE DIRECT UNIVERSITY BENEFIT IS DERIVED FROM THE ATTENDANCE OF THE SPOUSE. IF A BONA FIDE BUSINESS PURPOSE DOES NOT EXIST, ANY AMOUNTS REIMBURSED OR PAID DIRECTLY FOR SPOUSAL EXPENSES ARE INCLUDED IN THE TAXABLE WAGES OF THE EMPLOYEE. Schedule J, Part I, Line 1a Housing allowance or residence for personal use ONE OFFICER, ONE FORMER OFFICER, AND ONE KEY EMPLOYEE WERE PROVIDED A HOUSING ALLOWANCE IN CALENDAR YEAR 2023. THE HOUSING ALLOWANCE WAS CONSIDERED TAXABLE COMPENSATION TO THE EMPLOYEES. Schedule J, Part I, Line 1a Health or social club dues or initiation fees ONE OFFICER WAS EXTENDED A MEMBERSHIP IN A SOCIAL CLUB. THIS MEMBERSHIP WAS TREATED AS TAXABLE COMPENSATION. Schedule J, Part I, Line 4b Supplemental nonqualified retirement plan THE PRESIDENT, PROVOST, SENIOR VICE PRESIDENTS, VICE PRESIDENTS AND DEANS ARE ELIGIBLE TO PARTICIPATE IN A 457(B) NONQUALIFIED RETIREMENT PLAN. THERE WERE FIVE OFFICERS , ONE KEY EMPLOYEE, ONE FORMER KEY EMPLOYEE, AND ONE HIGHEST COMPENSATED EMPLOYEE CONTRIBUTED TO THE PLAN IN CALENDAR YEAR 2023. THERE WERE NO DISTRIBUTIONS FROM THE PLAN IN CALENDAR YEAR 2023. THE PRESIDENT PARTICIPATED IN A 457(F) NONQUALIFIED RETIREMENT PLAN DURING CALENDAR YEAR 2023. THE ASSOCIATED AMOUNT IS REPORTED IN SCHEDULE J, PART II, COLUMN (C). THE CONTRIBUTION IS SUBJECT TO VESTING CONDITIONS. Schedule J, Part I, Line 7 Non-fixed payments NO ONE LISTED IN PART VII, SECTION A, LINE 1A RECEIVED NON-FIXED PAYMENTS DURING CALENDAR YEAR 2023. ONE PERSON RECEIVED A PERFORMANCE BONUS. NA N/A 45242 Staff dependent tuition benefit Tuition NA N/A 14635 Staff dependent tuition benefit Tuition X 1 Other X 488 Other X 64 1810451 Other - Cost/Selling Price X 4 720 Other - Cost/Selling Price X 339 8941 Other - Cost/Selling Price X 120 19200 Other - Cost/Selling Price X Event Tickets 98 19081 Other - Cost/Selling Price X Gift Certificates 106 4816 Other - Cost/Selling Price X Toxicology Lab supplies 40 301407 Other - Cost/Selling Price 0 false true false Schedule M, Part I PART I, COLUMN B ITEMS REPORTED IN COLUMN B ARE A COMBINATION OF BOTH THE NUMBER OF CONTRIBUTIONS AND NUMBER OF ITEMS RECEIVED. Schedule M, Part I, Line 32b THIRD PARTIES USED TO SOLICIT, PROCESS, OR SELL NONCASH CONTRIBUTIONS THE UNIVERSITY MAINTAINS BROKERAGE RELATIONSHIPS TO FACILITATE THE PROCESSING AND SELLING OF SECURITIES RECEIVED FROM DONORS. Form 990, Part VI, Line 4 Significant changes to organizational documents During FY2024, LOYOLA made changes to its bylaws, including limiting the positions that would automatically be considered LOYOLA officers. Any listed officers with an asterisk by their name are no longer officers as of September 2023 due to this change, however they remain in their respective leadership positions. Form 990, Part VI, Line 11b Review of form 990 by governing body THE TAX MANAGER WORKS WITH A PUBLIC ACCOUNTING FIRM TO COMPLETE A DRAFT FORM 990. THIS IS THEN REVIEWED IN DETAIL BY THE ASSISTANT VICE PRESIDENT TAX AND COMPLIANCE, CONTROLLER AND THE ACCOUNTING FIRM'S ENGAGEMENT MANAGEMENT TEAM. THE DRAFT FORM IS THEN REVIEWED BY THE SENIOR VICE PRESIDENT AND CHIEF FINANCIAL OFFICER. ONCE A FINAL DRAFT VERSION OF THE FORM 990 HAS BEEN PRODUCED, IT IS THEN REVIEWED BY THE AUDIT COMMITTEE OF THE BOARD OF TRUSTEES. THE FINAL COMPLETE VERSION OF THE FORM 990 IS THEN DISTRIBUTED VIA THE BOARD OF TRUSTEES SECURE WEBSITE TO ALL THE VOTING MEMBERS OF THE BOARD OF TRUSTEES PRIOR TO ITS FILING. Form 990, Part VI, Line 12c Conflict of interest policy EACH YEAR, THE CONFLICT OF INTEREST POLICY IS UPDATED AS NECESSARY AND DISTRIBUTED TO ALL CURRENT OFFICERS, TRUSTEES, AND KEY EMPLOYEES, ALONG WITH A CONFLICT OF INTEREST DISCLOSURE STATEMENT. EVERY EFFORT IS MADE TO OBTAIN COMPLETED AND SIGNED DISCLOSURE STATEMENTS FROM ALL THOSE TO WHOM IT WAS DISTRIBUTED. Form 990, Part VI, Line 19 Required documents available to the public THE CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE MADE AVAILABLE TO THE PUBLIC VIA THE UNIVERSITY'S WEBSITE. GOVERNING DOCUMENTS ARE AVAILABLE UPON REQUEST. Form 990, Part VII, Section A, Line 1a OFFICERS, DIRECTORS, TRUSTEES, KEY & HIGHEST PAID EMPLOYEES FATHER THOMAS NEITZKE, S.J., IS A MEMBER OF THE SOCIETY OF JESUS AND HAS TAKEN A VOW OF POVERTY. DURING CALENDAR YEAR 2023, THE UNIVERSITY PAID COMPENSATION AND BENEFITS IN THE AMOUNT OF $206,183 TO THE SOCIETY OF JESUS, THE FOUNDERS OF LOYOLA UNIVERSITY CHICAGO, FOR HIS SERVICES. During FY2024 Loyola made changes to its bylaws and made revisions to what positions would be considered University Officers. Any listed officers with an asterisk by their name are no longer officers as of September 2023 due to this change, HOWEVER THEY REMAIN IN THEIR RESPECTIVE LEADERSHIP POSITIONS. Form 990, Part VIII, Column (c) LINES 11B & 11C - CONFERENCE SERVICE AND FITNESS CENTER BUSINESS REVENUES FOR CONFERENCE SERVICES AND FITNESS CENTER PRESENTED ON PART VIII ARE NET OF THE ASSOCIATED BUSINESS EXPENSES, AND CORRESPONDS TO INFORMATION PROVIDED ON THE UNIVERSITY'S FORM 990-T. Form 990, Part VIII, Line 11d Other Miscellaneous Revenue All other revenue - Total Revenue: 65575, Related or Exempt Function Revenue: , Unrelated Business Revenue: 65575, Revenue Excluded from Tax Under Sections 512, 513, or 514: ; Form 990, Part XI, Line 9 Other changes in net assets or fund balances Exchange Rate Gain/(Loss) - 23654; Changes in Post Retirement Benefit - -3453467; Loss on Property Disposals - -164343; Schedule F, Part I, Line 3(f) DESCRIPTION OF HOW EXPENDITURES ARE REPORTED WE MAINTAIN A SEPARATE SUB-LEDGER RELATED TO OUR ROME CENTER STUDY ABROAD CAMPUS, WHICH INCLUDES THE EXPENSES RELATED TO THAT PROGRAM. FOR STUDY ABROAD PROGRAMS WHICH ARE CONDUCTED THROUGH OTHER EDUCATIONAL INSTITUTIONS WE MAINTAIN SEPARATE ACCOUNTING UNITS WITHIN OUR GENERAL LEDGER IN ORDER TO TRACK THESE EXPENSES. Schedule F, Part II METHOD USED TO ACCOUNT FOR CASH GRANTS GRANT ASSISTANCE IS RECOGNIZED WHEN THE EXPENSES ARE INCURRED. WE MAINTAIN A SEPARATE ACCOUNTING UNIT FOR EACH GRANT WITHIN OUR GENERAL LEDGER IN ORDER TO TRACK THESE EXPENSES. FORM 990, PART VI, LINE 15 15A & 15B - PROCESS FOR DETERMINING EXECUTIVE COMPENSATION Independent Review by Committee of Board of Trustees: EXECUTIVE COMPENSATION HAS BEEN DOCUMENTED AND DISCUSSED AT LEAST ANNUALLY AT A COMPENSATION COMMITTEE OF THE BOARD OF TRUSTEES. THE HUMAN RESOURCES DEPARTMENT OF THE UNIVERSITY PREPARES COMPARATIVE AND HISTORICAL INFORMATION FOR THE COMMITTEE TO REVIEW FOR EACH OF THE FOLLOWING POSITIONS: PRESIDENT, PROVOST, SVPs, VICE PRESIDENTS, AND SELECT OTHERS. Conduct Annual Market Benchmarking: THE INFORMATION PROVIDED INCLUDES A SALARY HISTORY, AN ANNUAL TOTAL COMPENSATION TALLY SHEET, A DETAILED COMPARISON OF COMPENSATION TO OTHER PEER INSTITUTIONS INCLUDING MEMBERS OF THE ASSOCIATION OF JESUIT COLLEGES AND UNIVERSITIES (AJCU) AS WELL AS OTHER DOCTORAL INSTITUTIONS OF COMPARABLE SIZE. MOST OF THE COMPENSATION DATA COMES FROM THE COLLEGE AND UNIVERSITY PROFESSIONAL ASSOCIATION - HUMAN RESOURCES (CUPA-HR) ANNUAL SALARY SURVEY. Assess Organizational Performance: PRIOR TO THE MEETING, THE CHAIRMAN OF THE BOARD OF TRUSTEES REVIEWS THE COMPENSATION DATA, ASSESSES PERFORMANCE, AND PROPOSES COMPENSATION FOR THE PRESIDENT. PRIOR TO THE MEETING, THE PRESIDENT REVIEWS THE COMPENSATION DATA OF THE OTHER EXECUTIVES, ASSESSES PERFORMANCE, AND PROPOSES COMPENSATION FOR THE EXECUTIVES. Compensation Package Approval: THESE PROPOSALS, ALONG WITH THE COMPARABILITY DATA, ARE THEN REVIEWED, DISCUSSED AND APPROVED AT THE COMPENSATION COMMITTEE MEETING. ADDITIONALLY, A SUMMARY REPORT OF THIS DATA AND COMPENSATION DECISIONS WILL BE MADE AVAILABLE TO THE FULL BOARD OF TRUSTEES. HR Provides Transparency and Communicates with Stakeholders: THE HUMAN RESOURCES DEPARTMENT DOCUMENTS ALL OF THE APPROVALS AND DECISIONS MADE DURING COMPENSATION COMMITTEE MEETINGS, RETAINS A COPY OF REPORTS IN ITS FILES, AND PROCESSES ANY AND ALL CHANGES. MUNDELEIN COLLEGE 820 N MICHIGAN AVE CHICAGO IL 60611 362179799 EDUCATION IL 501(c)(3) 2 LOYOLA true KRASA FAMILY TRUST PO BOX 803878 CHICAGO IL 60680 366828217 SUPPORT LOYOLA IL 501(c)(3) Type III-O NA true Thora Capital Offshore Fund II LP 305 N LaSalle Drive Suite 1110 CHICAGO IL 60654 981633353 INVESTMENTS CJ LOYOLA Excluded 11556 6206677 true 0 false 0.7805 Thora Onshore Partners II LP 350 N LaSalle Drive Chicago IL 60654 873087090 Investments DE NA N/A THORA OFFSHORE PARTNERS II LTD 981662491 INVESTMENTS CJ Thora Capital Offshore Fund II LP C Corporation 371585 2434660 0.7791 true false true true false false false false false false false false false false false false false false false false KRASA FAMILY TRUST C 366713 CASH THORA CAPITAL OFFSHORE FUND II LP B 2327661 CASH