LOYOLA UNIVERSITY: Form 990, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- LOYOLA UNIVERSITY (EIN 72-0408946)
- Tax period
- 2021-08-01 to 2022-07-31
- Filed
- 2023-06-14
- IRS object ID
- 202341659349300229
- Schema version
- 2021v4.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule B
- Schedule D
- Schedule E
- Schedule F
- Schedule G
- Schedule I
- Schedule J
- Schedule K
- Schedule M
- Schedule O
- Reasonable Cause Explanation
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-06-14T10:36:47-07:00 | ReturnTs |
| Tax Period End | 2022-07-31 | TaxPeriodEndDt |
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2021-08-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 720408946 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LOYOLA UNIVERSITY | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | LOYO | BusinessNameControlTxt |
| Phone | 5048653149 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6363 St Charles Avenue | AddressLine1Txt |
| City | New Orleans | CityNm |
| State Abbreviation | LA | StateAbbreviationCd |
| ZIP | 70118 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Carol Markowitz | PersonNm |
| Person Title | SVP/Chief Operating Officer | PersonTitleTxt |
| Phone | 5048653149 | PhoneNum |
| Signature | 2023-06-14 | SignatureDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 1 | TrustedCustomerCd |
| OOB Security Verification | 11 | OOBSecurityVerificationCd |
| Last Submission Rqr OOB | 1 | LastSubmissionRqrOOBCd |
| Authentication Assurance Level | AAL2 | AuthenticationAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2021 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | Carol Markowitz | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6363 St Charles Avenue | AddressLine1Txt |
| Address Line2 | Box 11 | AddressLine2Txt |
| City | New Orleans | CityNm |
| State Abbreviation | LA | StateAbbreviationCd |
| ZIP | 70118 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $337,865,142 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Group Exemption | 0928 | GroupExemptionNum |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | www.loyno.edu | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1912 | FormationYr |
| Legal Domicile State | LA | LegalDomicileStateCd |
| Activity Or Mission | Loyola University New Orleans, a Jesuit and Catholic institution of higher education, welcomes students of diverse backgrounds and prepares them to lead meaningful lives with and for others; to pursue truth, wisdom, and virtue; and to work for a more just world. Inspired by Ignatius of Loyola's vision of finding God in all things, the university is grounded in the liberal arts and sciences, while also offering opportunities for professional studies in undergraduate and selected graduate programs. Through teaching, research, creative activities, and service, the faculty, in cooperation with the staff, strives to educate the whole student and to benefit the larger community. | ActivityOrMissionDesc |
| Voting Members Governing Body | 35 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 32 | VotingMembersIndependentCnt |
| Total Employee | 2170 | TotalEmployeeCnt |
| Total Volunteers | 217 | TotalVolunteersCnt |
| Total Gross UBI | $169,630 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $17,107,389 | PYContributionsGrantsAmt |
| CY Contributions Grants | $21,714,136 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $166,754,172 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $181,724,009 | CYProgramServiceRevenueAmt |
| PY Investment Income | $8,746,226 | PYInvestmentIncomeAmt |
| CY Investment Income | $7,477,141 | CYInvestmentIncomeAmt |
| PY Other Revenue | $722,892 | PYOtherRevenueAmt |
| CY Other Revenue | $972,664 | CYOtherRevenueAmt |
| PY Total Revenue | $193,330,679 | PYTotalRevenueAmt |
| CY Total Revenue | $211,887,950 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $90,889,392 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $97,679,499 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $58,389,963 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $63,223,220 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $22,650 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $2,606,198 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $41,245,787 | PYOtherExpensesAmt |
| CY Other Expenses | $44,701,225 | CYOtherExpensesAmt |
| PY Total Expenses | $190,525,142 | PYTotalExpensesAmt |
| CY Total Expenses | $205,626,594 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $2,805,537 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $6,261,356 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $562,509,416 | TotalAssetsBOYAmt |
| Total Assets EOY | $541,656,000 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $224,532,619 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $220,573,000 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $337,976,797 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $321,083,000 | NetAssetsOrFundBalancesEOYAmt |
| Mission | Loyola University New Orleans, a Jesuit and Catholic institution of higher education, welcomes students of diverse backgrounds and prepares them to lead meaningful lives with and for others; to pursue truth, wisdom, and virtue; and to work for a more just world. Inspired by Ignatius of Loyola's vision of finding God in all things, the university is grounded in the liberal arts and sciences, while also offering opportunities for professional studies in undergraduate and selected graduate programs. Through teaching, research, creative activities, and service, the faculty, in cooperation with the staff, strives to educate the whole student and to benefit the larger community. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $184,058,973 | ExpenseAmt |
| Grant | $97,679,499 | GrantAmt |
| Revenue | $181,724,009 | RevenueAmt |
| Desc | Loyola University New Orleans is a private, Catholic, Jesuit comprehensive university, open to students of all faiths. Loyola has 4,436 students - 3,307 undergraduate; 482 graduate students; 42 Doctoral students; 590 law students; and 15 continuing education students. The university is comprised of six colleges: Business, Arts and Sciences, Law, Music and Media, and Nursing and Health, and City College, which is Loyola's online college that offers a variety of online programs. Loyola offers 2 associate degrees, 86 undergraduate degrees/tracks, and 28 graduate and professional programs, and 2 certificate programs. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $0 | ExpenseAmt |
| Grant | $0 | GrantAmt |
| Revenue | $0 | RevenueAmt |
| Desc | N/A | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $0 | TotalOtherProgSrvcExpenseAmt |
| Total Other Prog Srvc Grant | $0 | TotalOtherProgSrvcGrantAmt |
| Total Other Prog Srvc Revenue | $0 | TotalOtherProgSrvcRevenueAmt |
| Total Program Service Expenses | $184,058,973 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | Yes (1) | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | 0 | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | Yes (1) | SchoolOperatingInd |
| Foreign Office | Yes (1) | ForeignOfficeInd |
| Foreign Activities | Yes (1) | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | Yes (1) | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (1) | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (1) | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | Yes (1) | TaxExemptBondsInd |
| Invest Tax Exempt Bonds | 0 | InvestTaxExemptBondsInd |
| Escrow Account | 0 | EscrowAccountInd |
| On Behalf Of Issuer | 0 | OnBehalfOfIssuerInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | Yes (1) | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | 0 | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 2481 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 2170 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| Foreign Financial Account | Yes (1) | ForeignFinancialAccountInd |
| Foreign Country | BD | ForeignCountryCd |
| Foreign Country | CJ | ForeignCountryCd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | Yes (1) | NondeductibleContributionsInd |
| Nondeductible Contri Discl | Yes (1) | NondeductibleContriDisclInd |
| Quid Pro Quo Contributions | Yes (1) | QuidProQuoContributionsInd |
| Quid Pro Quo Contri Discl | Yes (1) | QuidProQuoContriDisclInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | Yes (1) | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | Yes (1) | PayPremiumsPrsnlBnftCntrctInd |
| Form8899 Filedind | 0 | Form8899Filedind |
| Form1098 C Filed | 0 | Form1098CFiledInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 35 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 32 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | Yes (1) | MembersOrStockholdersInd |
| Election Of Board Members | Yes (1) | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | Yes (1) | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | AK | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | AZ | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | CO | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | DC | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | LA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MS | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NH | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NY | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | OR | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | VA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | WA | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
| Other | Yes (X) | OtherInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Carol Markowitz | PersonNm |
| Phone | 5048653144 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6363 St Charles Avenue | AddressLine1Txt |
| City | New Orleans | CityNm |
| State Abbreviation | LA | StateAbbreviationCd |
| ZIP | 70118 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (49 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Key EmployeeKeyEmployeeInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Highest Compensated EmployeeHighestCompensatedEmployeeInd | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd |
|---|---|---|---|---|---|---|---|---|
| Tania Tetlow | ||||||||
| President | 37.5 | 0 | Yes (X) | $587,421 | $0 | $34,631 | ||
| Carol Markowitz | ||||||||
| SVP/Chief Operating Officer | 37.5 | 0 | Yes (X) | $370,348 | $0 | $30,806 | ||
| Tanuja Singh | ||||||||
| Provost | 37.5 | 0 | Yes (X) | $349,550 | $0 | $22,769 | ||
| Michael Capella | ||||||||
| Dean College of Business | 37.5 | 0 | Yes (X) | $309,416 | $0 | $32,392 | ||
| William Quigley | ||||||||
| Professor of Law | 37.5 | 0 | $324,130 | $0 | $14,612 | Yes (X) | ||
| Madeleine Landrieu | ||||||||
| Dean College of Law | 37.5 | 0 | Yes (X) | $310,661 | $0 | $16,029 | ||
| Raphael Rabalais | ||||||||
| Professor of Law | 37.5 | 0 | $305,680 | $0 | $14,301 | Yes (X) | ||
| Michelle Collins | ||||||||
| Dean College of Nursing and Health | 37.5 | 0 | Yes (X) | $250,563 | $0 | $30,989 | ||
| David W Gruning | ||||||||
| Professor of Law | 37.5 | 0 | $263,560 | $0 | $13,623 | Yes (X) | ||
| Maria Lopez Pabon | ||||||||
| Professor of Law/Former Dean College of Law | 37.5 | 0 | $218,671 | $0 | $30,211 | Yes (X) | ||
| Maria Calzada | ||||||||
| Dean College of Arts and Sciences | 37.5 | 0 | Yes (X) | $217,811 | $0 | $24,717 | ||
| Katherine H Adams | ||||||||
| Professor of English | 37.5 | 0 | $224,600 | $0 | $12,373 | Yes (X) | ||
| Kern Maass | ||||||||
| Dean College of Music & Media | 37.5 | 0 | Yes (X) | $186,111 | $0 | $29,531 | ||
| Christopher Wiseman | ||||||||
| Vice President University Advancement | 37.5 | 0 | Yes (X) | $195,260 | $0 | $18,551 | ||
| Nathan Ament | ||||||||
| Vice President Enrollment Management | 37.5 | 0 | Yes (X) | $163,858 | $0 | $28,496 | ||
| Rev Justin Daffron SJ | ||||||||
| Interim President | 37.5 | 0 | Yes (X) | $0 | $0 | $112,585 | Yes (X) | |
| Rev Gregory Waldrop SJ | ||||||||
| Secretary/Treasurer | 37.5 | 0 | $0 | $0 | $34,788 | Yes (X) | ||
| Stephen Landry | ||||||||
| Chair | 1 | $0 | $0 | $0 | Yes (X) | |||
| Peggy Adams | ||||||||
| Board Member | 1 | $0 | $0 | $0 | Yes (X) | |||
| Rev Michael Barber SJ | ||||||||
| Board Member | 1 | $0 | $0 | $0 | Yes (X) | |||
| Michael Bell | ||||||||
| Board Member | 1 | $0 | $0 | $0 | Yes (X) | |||
| Michie Bissel | ||||||||
| Board Member | 1 | $0 | $0 | $0 | Yes (X) | |||
| Cassandra Chandler | ||||||||
| Board Member | 1 | $0 | $0 | $0 | Yes (X) | |||
| Rev John Cecero SJ | ||||||||
| Board Member | 1 | $0 | $0 | $0 | Yes (X) | |||
| Lynn Coatney | ||||||||
| Board Member | 1 | $0 | $0 | $0 | Yes (X) | |||
| Rev John Cunningham SJ | ||||||||
| Board Member | 1 | $0 | $0 | $0 | Yes (X) | |||
| Rev Thomas Curran SJ | ||||||||
| Board Member | 1 | $0 | $0 | $0 | Yes (X) | |||
| Benjamin Fields | ||||||||
| Board Member | 1 | $0 | $0 | $0 | Yes (X) | |||
| Rev Michael Garanzini SJ | ||||||||
| Board Member | 1 | $0 | $0 | $0 | Yes (X) | |||
| Anne Gauthier | ||||||||
| Board Member | 1 | $0 | $0 | $0 | Yes (X) | |||
| S Derby Gisclair | ||||||||
| Board Member | 1 | $0 | $0 | $0 | Yes (X) | |||
| Ryan Haas | ||||||||
| Board Member | 1 | $0 | $0 | $0 | Yes (X) | |||
| Morton Katz | ||||||||
| Board Member | 1 | $0 | $0 | $0 | Yes (X) | |||
| Stephen Kent | ||||||||
| Board Member | 1 | $0 | $0 | $0 | Yes (X) | |||
| Dennis Lauscha | ||||||||
| Board Member | 1 | $0 | $0 | $0 | Yes (X) | |||
| Robert LeBlanc | ||||||||
| Vice-Chair | 1 | $0 | $0 | $0 | Yes (X) | |||
| Jim Meza | ||||||||
| Board Member | 1 | $0 | $0 | $0 | Yes (X) | |||
| Sean O'Keefe | ||||||||
| Board Member | 1 | $0 | $0 | $0 | Yes (X) | |||
| Bernard Panetta | ||||||||
| Board Member | 1 | $0 | $0 | $0 | Yes (X) | |||
| Greg Rattler | ||||||||
| Board Member | 1 | $0 | $0 | $0 | Yes (X) | |||
| William Roberti | ||||||||
| Board Member | 1 | $0 | $0 | $0 | Yes (X) | |||
| Scott Rodger | ||||||||
| Board Member | 1 | $0 | $0 | $0 | Yes (X) | |||
| Leah Schlater-Brown | ||||||||
| Board Member | 1 | $0 | $0 | $0 | Yes (X) | |||
| Leo Seonae | ||||||||
| Board Member | 1 | $0 | $0 | $0 | Yes (X) | |||
| Rhonda Sharkawy | ||||||||
| Board Member | 1 | $0 | $0 | $0 | Yes (X) | |||
| Michael Skehan | ||||||||
| Board Member | 1 | $0 | $0 | $0 | Yes (X) | |||
| Stephanie Stokes | ||||||||
| Board Member | 1 | $0 | $0 | $0 | Yes (X) | |||
| Rev Jeffrey von Arx SJ | ||||||||
| Board Member | 1 | $0 | $0 | $0 | Yes (X) | |||
| Rev Jeremy Zipple SJ | ||||||||
| Board Member | 1 | $0 | $0 | $0 | Yes (X) | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $4,277,640 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $501,404 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 98 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | Address Line2ContractorAddress/USAddress/AddressLine2Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|---|
| Sodexo | ||||||
| 6363 St Charles Ave | Box 243 | New Orleans | LA | 70118 | Food Service | $6,546,824 |
| Witt Fiala Flannery and Associates | ||||||
| PO Box 958204 | St Louis | MO | 63195 | Janitorial | $1,237,498 | |
| Collegis Education | ||||||
| 1415 W 22nd Street | Suite 220 | Oak Brook | IL | 60523 | Educational Consulting Services | $1,055,432 |
| Ruffalo Noel Levitz LLC | ||||||
| PO Box 718 | Des Moines | IA | 50303 | Enrollment Services | $900,949 | |
| PO Box 39000 | San Francisco | CA | 94139 | Advertising | $776,244 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 55 | CntrctRcvdGreaterThan100KCnt |
| Federated Campaigns | $0 | FederatedCampaignsAmt |
| Membership Dues | $0 | MembershipDuesAmt |
| Fundraising | $41,960 | FundraisingAmt |
| Related Organizations | $0 | RelatedOrganizationsAmt |
| Government Grants | $7,990,723 | GovernmentGrantsAmt |
| All Other Contributions | $13,681,453 | AllOtherContributionsAmt |
| Noncash Contributions | $404,656 | NoncashContributionsAmt |
| Total Contributions | $21,714,136 | TotalContributionsAmt |
Total Oth Program Service Rev TotalOthProgramServiceRevGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $181,724,009 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $181,724,009 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $0 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $181,724,009 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,951,885 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $1,951,885 | ExclusionAmt |
Incm From Invest Bond Proceeds IncmFromInvestBondProceedsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $0 | ExclusionAmt |
Royalties Revenue RoyaltiesRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $0 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $59,400 | RealAmt |
| Personal | $0 | PersonalAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $0 | RealAmt |
| Personal | $0 | PersonalAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $59,400 | RealAmt |
| Personal | $0 | PersonalAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $59,400 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $59,400 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $131,502,448 | SecuritiesAmt |
| Other | $0 | OtherAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $125,977,192 | SecuritiesAmt |
| Other | $0 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $5,525,256 | SecuritiesAmt |
| Other | $0 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $5,525,256 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $5,525,256 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $0 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $0 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $0 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $0 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gaming Gross Income | $0 | GamingGrossIncomeAmt |
| Gaming Direct Expenses | $0 | GamingDirectExpensesAmt |
Net Income From Gaming NetIncomeFromGamingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $0 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | $0 | GrossSalesOfInventoryAmt |
| Cost Of Goods Sold | $0 | CostOfGoodsSoldAmt |
Net Income Or Loss NetIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $0 | ExclusionAmt |
Miscellaneous Revenue MiscellaneousRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $913,264 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $743,634 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $169,630 | UnrelatedBusinessRevenueAmt |
| Exclusion | $0 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $913,264 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $211,887,950 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $182,467,643 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $169,630 | UnrelatedBusinessRevenueAmt |
| Exclusion | $7,536,541 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $97,679,499 | TotalAmt |
| Program Services | $97,679,499 | ProgramServicesAmt |
Foreign Grants ForeignGrantsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
Benefits To Members BenefitsToMembersGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,629,998 | TotalAmt |
| Program Services | $2,220,966 | ProgramServicesAmt |
| Management And General | $1,187,468 | ManagementAndGeneralAmt |
| Fundraising | $221,564 | FundraisingAmt |
Comp Disqual Persons CompDisqualPersonsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $49,294,071 | TotalAmt |
| Program Services | $40,959,671 | ProgramServicesAmt |
| Management And General | $7,084,115 | ManagementAndGeneralAmt |
| Fundraising | $1,250,285 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $783,518 | TotalAmt |
| Program Services | $648,220 | ProgramServicesAmt |
| Management And General | $115,930 | ManagementAndGeneralAmt |
| Fundraising | $19,368 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,046,977 | TotalAmt |
| Program Services | $4,970,145 | ProgramServicesAmt |
| Management And General | $909,373 | ManagementAndGeneralAmt |
| Fundraising | $167,459 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,468,656 | TotalAmt |
| Program Services | $2,854,269 | ProgramServicesAmt |
| Management And General | $525,625 | ManagementAndGeneralAmt |
| Fundraising | $88,762 | FundraisingAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $161,757 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $161,757 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $106,472 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $106,472 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $22,650 | TotalAmt |
| Fundraising | $22,650 | FundraisingAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,916,948 | TotalAmt |
| Program Services | $5,414,711 | ProgramServicesAmt |
| Management And General | $1,400,398 | ManagementAndGeneralAmt |
| Fundraising | $101,839 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,738,871 | TotalAmt |
| Program Services | $1,678,399 | ProgramServicesAmt |
| Management And General | $60,472 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,175,542 | TotalAmt |
| Program Services | $1,655,647 | ProgramServicesAmt |
| Management And General | $345,214 | ManagementAndGeneralAmt |
| Fundraising | $174,681 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,418,069 | TotalAmt |
| Program Services | $177,952 | ProgramServicesAmt |
| Management And General | $2,059,805 | ManagementAndGeneralAmt |
| Fundraising | $180,312 | FundraisingAmt |
Royalties RoyaltiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,535 | TotalAmt |
| Program Services | $2,535 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,475,477 | TotalAmt |
| Program Services | $4,440,270 | ProgramServicesAmt |
| Management And General | $944,222 | ManagementAndGeneralAmt |
| Fundraising | $90,985 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,390,933 | TotalAmt |
| Program Services | $1,790,926 | ProgramServicesAmt |
| Management And General | $565,781 | ManagementAndGeneralAmt |
| Fundraising | $34,226 | FundraisingAmt |
Pymt Travel Entrtnmnt Pub Ofcl PymtTravelEntrtnmntPubOfclGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $851,502 | TotalAmt |
| Program Services | $620,347 | ProgramServicesAmt |
| Management And General | $231,155 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,082,102 | TotalAmt |
| Program Services | $5,897,365 | ProgramServicesAmt |
| Management And General | $1,037,520 | ManagementAndGeneralAmt |
| Fundraising | $147,217 | FundraisingAmt |
Payments To Affiliates PaymentsToAffiliatesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,901,407 | TotalAmt |
| Program Services | $5,488,308 | ProgramServicesAmt |
| Management And General | $361,767 | ManagementAndGeneralAmt |
| Fundraising | $51,332 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,554,140 | TotalAmt |
| Program Services | $3,319,858 | ProgramServicesAmt |
| Management And General | $205,214 | ManagementAndGeneralAmt |
| Fundraising | $29,068 | FundraisingAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| Books and Periodicals | $1,341,622 | $1,291,428 | $50,194 | $0 |
| Educational And Student Programs | $863,747 | $576,709 | $287,038 | $0 |
| Equipment and Maintenance | $2,606,373 | $2,171,432 | $421,358 | $13,583 |
| Miscellaneous | $1,113,728 | $200,316 | $900,545 | $12,867 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $205,626,594 | TotalAmt |
| Program Services | $184,058,973 | ProgramServicesAmt |
| Management And General | $18,961,423 | ManagementAndGeneralAmt |
| Fundraising | $2,606,198 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,603,656 | BOYAmt |
| EOY | $2,892,199 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $50,719,587 | BOYAmt |
| EOY | $49,606,452 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,093,671 | BOYAmt |
| EOY | $7,147,579 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,703,196 | BOYAmt |
| EOY | $3,966,691 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,465,434 | BOYAmt |
| EOY | $1,064,254 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $550,209 | BOYAmt |
| EOY | $563,431 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,182,061 | BOYAmt |
| EOY | $3,168,792 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $343,555,095 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $106,843,231 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $234,252,675 | BOYAmt |
| EOY | $236,711,864 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $261,947,659 | BOYAmt |
| EOY | $235,726,190 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Investments Program Related InvestmentsProgramRelatedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Intangible Assets IntangibleAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $991,268 | BOYAmt |
| EOY | $808,548 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $562,509,416 | BOYAmt |
| EOY | $541,656,000 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,664,469 | BOYAmt |
| EOY | $8,590,018 | EOYAmt |
Grants Payable GrantsPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,579,853 | BOYAmt |
| EOY | $6,262,101 | EOYAmt |
Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $201,011,801 | BOYAmt |
| EOY | $199,161,233 | EOYAmt |
Escrow Account Liability EscrowAccountLiabilityGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Loans From Officers Directors LoansFromOfficersDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,276,496 | BOYAmt |
| EOY | $6,559,648 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $224,532,619 | BOYAmt |
| EOY | $220,573,000 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $152,013,920 | BOYAmt |
| EOY | $144,362,080 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $185,962,877 | BOYAmt |
| EOY | $176,720,920 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $337,976,797 | BOYAmt |
| EOY | $321,083,000 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $562,509,416 | BOYAmt |
| EOY | $541,656,000 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $6,261,356 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$20,874,960 | NetUnrlzdGainsLossesInvstAmt |
| Donated Services And Use Fclts | $0 | DonatedServicesAndUseFcltsAmt |
| Investment Expense | $0 | InvestmentExpenseAmt |
| Prior Period Adjustments | $0 | PriorPeriodAdjustmentsAmt |
| Other Changes In Net Assets | -$2,280,193 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | Yes (1) | FederalGrantAuditRequiredInd |
| Federal Grant Audit Performed | Yes (1) | FederalGrantAuditPerformedInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| School | Yes (X) | SchoolInd |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $244,316,000 | BeginningYearBalanceAmt |
| Contributions | $878,000 | ContributionsAmt |
| Investment Earnings Or Losses | -$13,589,000 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $6,210,000 | GrantsOrScholarshipsAmt |
| Other Expenditures | $26,000 | OtherExpendituresAmt |
| Administrative Expenses | $0 | AdministrativeExpensesAmt |
| End Year Balance | $225,369,000 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $212,531,000 | BeginningYearBalanceAmt |
| Contributions | $2,586,000 | ContributionsAmt |
| Investment Earnings Or Losses | $47,299,000 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $6,301,000 | GrantsOrScholarshipsAmt |
| Other Expenditures | $11,799,000 | OtherExpendituresAmt |
| Administrative Expenses | $0 | AdministrativeExpensesAmt |
| End Year Balance | $244,316,000 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $215,076,000 | BeginningYearBalanceAmt |
| Contributions | $3,149,000 | ContributionsAmt |
| Investment Earnings Or Losses | $5,593,000 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $6,581,000 | GrantsOrScholarshipsAmt |
| Other Expenditures | $4,706,000 | OtherExpendituresAmt |
| Administrative Expenses | $0 | AdministrativeExpensesAmt |
| End Year Balance | $212,531,000 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $221,789,000 | BeginningYearBalanceAmt |
| Contributions | $3,507,000 | ContributionsAmt |
| Investment Earnings Or Losses | $6,894,000 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $5,924,000 | GrantsOrScholarshipsAmt |
| Other Expenditures | $3,360,000 | OtherExpendituresAmt |
| Administrative Expenses | $7,830,000 | AdministrativeExpensesAmt |
| End Year Balance | $215,076,000 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $225,833,000 | BeginningYearBalanceAmt |
| Contributions | $13,088,000 | ContributionsAmt |
| Investment Earnings Or Losses | $18,816,000 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $5,376,000 | GrantsOrScholarshipsAmt |
| Other Expenditures | $17,067,000 | OtherExpendituresAmt |
| Administrative Expenses | $13,505,000 | AdministrativeExpensesAmt |
| End Year Balance | $221,789,000 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.32 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.45 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.23 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | $0 | InvestmentCostOrOtherBasisAmt |
| Other Cost Or Other Basis | $9,198,559 | OtherCostOrOtherBasisAmt |
| Book Value | $9,198,559 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | $0 | InvestmentCostOrOtherBasisAmt |
| Other Cost Or Other Basis | $313,067,871 | OtherCostOrOtherBasisAmt |
| Depreciation | $96,390,889 | DepreciationAmt |
| Book Value | $216,676,982 | BookValueAmt |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | $0 | InvestmentCostOrOtherBasisAmt |
| Other Cost Or Other Basis | $0 | OtherCostOrOtherBasisAmt |
| Depreciation | $0 | DepreciationAmt |
| Book Value | $0 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | $0 | InvestmentCostOrOtherBasisAmt |
| Other Cost Or Other Basis | $12,663,181 | OtherCostOrOtherBasisAmt |
| Depreciation | $10,452,342 | DepreciationAmt |
| Book Value | $2,210,839 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | $0 | InvestmentCostOrOtherBasisAmt |
| Other Cost Or Other Basis | $8,625,484 | OtherCostOrOtherBasisAmt |
| Depreciation | $0 | DepreciationAmt |
| Book Value | $8,625,484 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $236,711,864 | TotalBookValueLandBuildingsAmt |
| Federal Income Tax Liability | $0 | FederalIncomeTaxLiabilityAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (6 entries)
| DescDesc | AmtAmt |
|---|---|
| Refundable Loan Program | $4,391,273 |
| Severance Liability | $1,022,148 |
| Pension Benefits Payable | $695,977 |
| Annuities Payable | $200,550 |
| Funds Held for Other | $195,900 |
| Other Liabilities | $53,800 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $6,559,648 | TotalLiabilityAmt |
| Total Rev Etc Audited Fincl Stmt | $122,590,233 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | -$20,874,960 | NetUnrealizedGainsInvstAmt |
| Donated Services And Use Fclts | $0 | DonatedServicesAndUseFcltsAmt |
| Recoveries Prior Year Grants | $0 | RecoveriesPriorYearGrantsAmt |
| Other Revenue | $0 | OtherRevenueAmt |
| Revenue Not Reported | -$20,874,960 | RevenueNotReportedAmt |
| Revenue Subtotal | $143,465,193 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $0 | InvestmentExpensesNotIncldAmt |
| Other Revenues Not Included | $68,422,757 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | $68,422,757 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $211,887,950 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $115,248,765 | TotExpnsEtcAuditedFinclStmtAmt |
| Donated Services Use Fclts | $0 | DonatedServicesUseFcltsAmt |
| Prior Year Adjustments | $0 | PriorYearAdjustmentsAmt |
| Losses Reported | $0 | LossesReportedAmt |
| Other Expenses Included | $2,294,778 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $2,294,778 | ExpensesNotReportedAmt |
| Expenses Subtotal | $112,953,987 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $0 | InvestmentExpensesNotIncld2Amt |
| Other Expenses Not Included | $92,672,607 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $92,672,607 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $205,626,594 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (4 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Schedule D, Part V, Line 4 | Endowment resources are used for non-operating expenses. |
| Schedule D, Part XI, Line 4b | Scholarships and investment return net of amounts appropriated for current operations. |
| Schedule D, Part XII, Line 2d | Expenses related to Hurricane Ida, ERP implementation, annuity adjustment, past session activities and other miscellaneous activities. |
| Schedule D, Part XII, Line 4b | Institutional and externally funded scholarships. |
Schedule E IRS990ScheduleE
| Field | Value | IRS element (for citing) |
|---|---|---|
| Nondiscriminatory Policy Stmt | Yes (1) | NondiscriminatoryPolicyStmtInd |
| Policy Stmt In Brochures Etc | Yes (1) | PolicyStmtInBrochuresEtcInd |
| Plcy Pblczd Via Broadcast Media | Yes (1) | PlcyPblczdViaBroadcastMediaInd |
| Maintain Racial Comp Recs | Yes (1) | MaintainRacialCompRecsInd |
| Maintain Scholarships Recs | Yes (1) | MaintainScholarshipsRecsInd |
| Maintain Cpy Of Brochures Etc | Yes (1) | MaintainCpyOfBrochuresEtcInd |
| Maintain Cpy Of All Sol | Yes (1) | MaintainCpyOfAllSolInd |
| Discriminate Race Stdnts Rghts | 0 | DiscriminateRaceStdntsRghtsInd |
| Discriminate Race Admiss Plcy | 0 | DiscriminateRaceAdmissPlcyInd |
| Discriminate Race Emplm Fculty | 0 | DiscriminateRaceEmplmFcultyInd |
| Discriminate Race Schs | 0 | DiscriminateRaceSchsInd |
| Discriminate Race Educ Plcy | 0 | DiscriminateRaceEducPlcyInd |
| Discriminate Race Use Of Fclts | 0 | DiscriminateRaceUseOfFcltsInd |
| Discriminate Race Athlt Prog | 0 | DiscriminateRaceAthltProgInd |
| Discriminate Race Other Acty | 0 | DiscriminateRaceOtherActyInd |
| Government Financial Aid Rcvd | Yes (1) | GovernmentFinancialAidRcvdInd |
| Government Financial Aid Rvkd | 0 | GovernmentFinancialAidRvkdInd |
| Compliance With Rev Proc7550 | Yes (1) | ComplianceWithRevProc7550Ind |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Schedule E, Part I, Line 3 | The University publishes its non-discrimination policy towards students in the annual Student Bulletin that is published on its website (see https://bulletin.loyno.edu/regulations/privacy-student-records-student-rights#non-discrimination). |
| Schedule E, Part I, Line 6 | Schedule E, Part 1, Line 6 - Students that qualify receive federal and state need-based assistance |
Schedule F IRS990ScheduleF
Account Activities Outside US AccountActivitiesOutsideUSGrp (4 entries)
| RegionRegionTxt | OfficesOfficesCnt | EmployeeEmployeeCnt | Type Of Activities ConductedTypeOfActivitiesConductedTxt | Specific Services ProvidedSpecificServicesProvidedTxt | Region Total ExpendituresRegionTotalExpendituresAmt |
|---|---|---|---|---|---|
| Europe (including Iceland and Greenland) | 0 | 18 | Program Services | Study abroad in United Kingdom, France and Italy | $176,316 |
| Central America and the Caribbean | 0 | 4 | Program Services | Study Abroad in Costa Rica and Mexico | $31,659 |
| Sub-Saharan Africa | 0 | 2 | Program Services | Study Abroad in East Africa | $18,419 |
| East Asia and the Pacific | 0 | 1 | Program Services | Study Abroad in South Korea | $19,783 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Office | 0 | TotalOfficeCnt |
| Total Employee | 25 | TotalEmployeeCnt |
| Total Spent | $246,177 | TotalSpentAmt |
| Transfer To Foreign Corp | 0 | TransferToForeignCorpInd |
| Interest In Foreign Trust | 0 | InterestInForeignTrustInd |
| Foreign Corp Ownership | 0 | ForeignCorpOwnershipInd |
| Passive Foreign Investmest Co | 0 | PassiveForeignInvestmestCoInd |
| Foreign Partnership | 0 | ForeignPartnershipInd |
| Boycott Countries | 0 | BoycottCountriesInd |
Schedule G IRS990ScheduleG
| Field | Value | IRS element (for citing) |
|---|---|---|
| Mail Solicitations | Yes (X) | MailSolicitationsInd |
| Email Solicitations | Yes (X) | EmailSolicitationsInd |
| Phone Solicitations | Yes (X) | PhoneSolicitationsInd |
| In Person Solicitations | Yes (X) | InPersonSolicitationsInd |
| Solicitation Of Non Govt Grants | Yes (X) | SolicitationOfNonGovtGrantsInd |
| Solicitation Of Govt Grants | Yes (X) | SolicitationOfGovtGrantsInd |
| Special Fundraising Events | Yes (X) | SpecialFundraisingEventsInd |
| Agrmt Prof Fundraising Acty | Yes (1) | AgrmtProfFundraisingActyInd |
Fundraiser Activity Info FundraiserActivityInfoGrp
Organization Business Name OrganizationBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | The Stockade Colsulting Group | BusinessNameLine1Txt |
| Business Name Line2 | DBA Shift Marketing | BusinessNameLine2Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1737 Union Street | AddressLine1Txt |
| Address Line2 | PMB 203 | AddressLine2Txt |
| City | Schenectady | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 12309 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Activity | Provided phonation fundraising services. | ActivityTxt |
| Fundraiser Control Of Funds | 0 | FundraiserControlOfFundsInd |
| Gross Receipts | $27,834 | GrossReceiptsAmt |
| Retained By Contractor | $22,650 | RetainedByContractorAmt |
| Net To Organization | $5,184 | NetToOrganizationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Gross Receipts | $27,834 | TotalGrossReceiptsAmt |
| Total Retained By Contractors | $22,650 | TotalRetainedByContractorsAmt |
| Total Net To Organization | $5,184 | TotalNetToOrganizationAmt |
| Licensed States | AK | LicensedStatesCd |
| Licensed States | AZ | LicensedStatesCd |
| Licensed States | CO | LicensedStatesCd |
| Licensed States | DC | LicensedStatesCd |
| Licensed States | LA | LicensedStatesCd |
| Licensed States | MA | LicensedStatesCd |
| Licensed States | MS | LicensedStatesCd |
| Licensed States | NH | LicensedStatesCd |
| Licensed States | NY | LicensedStatesCd |
| Licensed States | OR | LicensedStatesCd |
| Licensed States | VA | LicensedStatesCd |
| Licensed States | WA | LicensedStatesCd |
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | Law Review Banquet | Event1Nm |
| Gross Receipts Event1 | $19,575 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $12,150 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $7,425 | GrossRevenueEvent1Amt |
| Cash Prizes Event1 | $0 | CashPrizesEvent1Amt |
| Non Cash Prizes Event1 | $0 | NonCashPrizesEvent1Amt |
| Rent Facility Costs Event1 | $0 | RentFacilityCostsEvent1Amt |
| Food And Beverage Event1 | $0 | FoodAndBeverageEvent1Amt |
| Entertainment Event1 | $0 | EntertainmentEvent1Amt |
| Other Direct Expenses Event1 | $7,425 | OtherDirectExpensesEvent1Amt |
| Event2 | Havana in the Garden | Event2Nm |
| Gross Receipts Event2 | $19,500 | GrossReceiptsEvent2Amt |
| Charitable Contri Event2 | $18,250 | CharitableContriEvent2Amt |
| Gross Revenue Event2 | $1,250 | GrossRevenueEvent2Amt |
| Cash Prizes Event2 | $0 | CashPrizesEvent2Amt |
| Non Cash Prizes Event2 | $0 | NonCashPrizesEvent2Amt |
| Rent Facility Costs Event2 | $7,582 | RentFacilityCostsEvent2Amt |
| Food And Beverage Event2 | $1,054 | FoodAndBeverageEvent2Amt |
| Entertainment Event2 | $2,500 | EntertainmentEvent2Amt |
| Other Direct Expenses Event2 | $1,831 | OtherDirectExpensesEvent2Amt |
| Other Events Total | 2 | OtherEventsTotalCnt |
| Gross Receipts Other Events | $18,865 | GrossReceiptsOtherEventsAmt |
| Charitable Contri Other Events | $11,560 | CharitableContriOtherEventsAmt |
| Gross Revenue Other Events | $7,305 | GrossRevenueOtherEventsAmt |
| Cash Prizes Other Events | $0 | CashPrizesOtherEventsAmt |
| Non Cash Prizes Other Events | $0 | NonCashPrizesOtherEventsAmt |
| Rent Fclty Costs Other Events | $0 | RentFcltyCostsOtherEventsAmt |
| Food And Beverage Other Events | $0 | FoodAndBeverageOtherEventsAmt |
| Entertainment Other Events | $0 | EntertainmentOtherEventsAmt |
| Oth Direct Expnss Other Events | $7,105 | OthDirectExpnssOtherEventsAmt |
| Gross Receipts Total | $57,940 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $41,960 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $15,980 | GrossRevenueTotalEventsAmt |
| Cash Prizes Total Events | $0 | CashPrizesTotalEventsAmt |
| Non Cash Prizes Total Events | $0 | NonCashPrizesTotalEventsAmt |
| Rent Fclty Costs Total Events | $7,582 | RentFcltyCostsTotalEventsAmt |
| Food And Beverage Total Events | $1,054 | FoodAndBeverageTotalEventsAmt |
| Entertainment Total Events | $2,500 | EntertainmentTotalEventsAmt |
| Oth Direct Expnss Total Events | $16,361 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $27,497 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | -$11,517 | NetIncomeSummaryAmt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Type | Scholarships and other types of financial assistance. | GrantTypeTxt |
| Recipient | 3674 | RecipientCnt |
| Cash Grant | $97,679,499 | CashGrantAmt |
| Non Cash Assistance | $0 | NonCashAssistanceAmt |
| Valuation Method Used | FMV | ValuationMethodUsedDesc |
| Non Cash Assistance | Scholarships and other types of financial assistance. | NonCashAssistanceDesc |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Schedule I, Part I, Line 2 | FormAndLineReferenceDesc |
| Explanation | Scholarships and other types of financial assistance are monitored through internal transfer of funds within the university. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Housing Allowance Or Residence | Yes (X) | HousingAllowanceOrResidenceInd |
| Club Dues Or Fees | Yes (X) | ClubDuesOrFeesInd |
| Written Policy Ref T And E Expnss | Yes (1) | WrittenPolicyRefTAndEExpnssInd |
| Substantiation Required | Yes (1) | SubstantiationRequiredInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | Yes (1) | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (17 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Tania Tetlow | ||||||||||||||
| President | $454,421 | $0 | $133,000 | $0 | $0 | $0 | $3,215 | $0 | $31,416 | $0 | $622,052 | $0 | $0 | $0 |
| Rev Justin Daffron SJ | ||||||||||||||
| Interim President | $89,000 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $23,585 | $0 | $112,585 | $0 | $0 | $0 |
| Tanuja Singh | ||||||||||||||
| Provost | $349,550 | $0 | $0 | $0 | $0 | $0 | $2,962 | $0 | $19,807 | $0 | $372,319 | $0 | $0 | |
| Carol Markowitz | ||||||||||||||
| SVP/Chief Operating Officer | $274,098 | $0 | $96,250 | $0 | $0 | $0 | $2,538 | $0 | $28,268 | $0 | $401,154 | $0 | $0 | $0 |
| Michael Capella | ||||||||||||||
| Dean College of Business | $309,416 | $0 | $0 | $0 | $0 | $0 | $2,665 | $0 | $29,727 | $0 | $341,808 | $0 | $0 | $0 |
| Madeleine Landrieu | ||||||||||||||
| Dean College of Law | $310,661 | $0 | $0 | $0 | $0 | $0 | $2,623 | $0 | $13,406 | $0 | $326,690 | $0 | $0 | $0 |
| Michelle Collins | ||||||||||||||
| Dean College of Nursing and Health | $250,563 | $0 | $0 | $0 | $0 | $0 | $2,115 | $0 | $28,874 | $0 | $281,552 | $0 | $0 | $0 |
| Maria Calzada | ||||||||||||||
| Dean College of Arts and Sciences | $217,811 | $0 | $0 | $0 | $0 | $0 | $1,904 | $0 | $22,813 | $0 | $242,528 | $0 | $0 | $0 |
| Kern Maass | ||||||||||||||
| Dean College of Music & Media | $186,111 | $0 | $0 | $0 | $0 | $0 | $1,629 | $0 | $27,902 | $0 | $215,642 | $0 | $0 | $0 |
| Christopher Wiseman | ||||||||||||||
| Vice President University Advancement | $195,260 | $0 | $0 | $0 | $0 | $0 | $1,697 | $0 | $16,854 | $0 | $213,811 | $0 | $0 | $0 |
| Nathan Ament | ||||||||||||||
| Vice President Enrollment Management | $163,858 | $0 | $0 | $0 | $0 | $0 | $1,574 | $0 | $26,922 | $0 | $192,354 | $0 | $0 | $0 |
| Rev Gregory Waldrop SJ | ||||||||||||||
| Secretary/Treasurer | $27,500 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $7,288 | $0 | $34,788 | $0 | $0 | $0 |
| Maria Lopez Pabon | ||||||||||||||
| Professor of Law/Former Dean College of Law | $218,671 | $0 | $0 | $0 | $0 | $0 | $1,806 | $0 | $28,405 | $0 | $248,882 | $0 | $0 | $0 |
| Katherine H Adams | ||||||||||||||
| Professor of English | $9,146 | $0 | $0 | $0 | $215,454 | $0 | $0 | $0 | $12,373 | $0 | $236,973 | $0 | $0 | $0 |
| David W Gruning | ||||||||||||||
| Professor of Law | $2,104 | $0 | $0 | $0 | $261,456 | $0 | $0 | $0 | $13,623 | $0 | $277,183 | $0 | $0 | $0 |
| William Quigley | ||||||||||||||
| Professor of Law | $16,958 | $0 | $0 | $0 | $307,172 | $0 | $0 | $0 | $14,612 | $0 | $338,742 | $0 | $0 | $0 |
| Raphael Rabalais | ||||||||||||||
| Professor of Law | $10,565 | $0 | $0 | $0 | $295,115 | $0 | $0 | $0 | $14,301 | $0 | $319,981 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Schedule J, Part I, Line 1a | Schedule J, Part 1, Line 1a - Allowances provided are authorized under university policy. |
| Schedule J, Part I, Line 3 | Schedule J, Part 1, Line 3-The Executive Committee of the Board of Trustees chaired by the Board Chairperson deliberates to determine the President's compensation. Each member of the compensation setting board is a disinterested party. |
| Schedule J, Part I, Line 4 | Professor David Gruning-$261,456, Professor Katherine Adams-$215,454, Professor Rabalais-$295,115, and Professor William Quigley- $307,172 received a payment made under a University Voluntary Severance Program. |
Schedule K IRS990ScheduleK
Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp (3 entries)
| Bond ReferenceBondReferenceCd | Bond Issuer EINBondIssuerEIN | CUSIPCUSIPNum | Bond IssuedBondIssuedDt | Issue PriceIssuePriceAmt | PurposePurposeDesc | DefeasedDefeasedInd | On Behalf Of IssuerOnBehalfOfIssuerInd | Pool FinancingPoolFinancingInd |
|---|---|---|---|---|---|---|---|---|
| Louisiana Public Facilitties Authority | ||||||||
| A | 720895871 | 546398P44 | 2011-10-19 | $128,452,335 | Construction | 0 | 0 | 0 |
| Louisiana Public Facility Authority | ||||||||
| B | 720895871 | 546398P85 | 2017-01-26 | $86,624,585 | Refunding of 2010 and 2011 series | 0 | 0 | 0 |
| Louisiana Public Finance Authority | ||||||||
| C | 720895871 | 546399LM6 | 2021-07-07 | $100,855,617 | Refund Series 2011 & Construction | 0 | 0 | 0 |
Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp (3 entries)
| Bond ReferenceBondReferenceCd | RetiredRetiredAmt | Bond DefeasedBondDefeasedAmt | Total ProceedsTotalProceedsAmt | In Reserve FundInReserveFundAmt | Capitalized InterestCapitalizedInterestAmt | Refunding EscrowRefundingEscrowAmt | Issuance Costs From ProceedsIssuanceCostsFromProceedsAmt | Credit EnhancementCreditEnhancementAmt | Working Capital ExpendituresWorkingCapitalExpendituresAmt | Capital ExpendituresCapitalExpendituresAmt | Other Spent ProceedsOtherSpentProceedsAmt | UnspentUnspentAmt | Substantial CompletionSubstantialCompletionYr | Refunding Tax Exempt BondsRefundingTaxExemptBondsInd | Refunding Taxable BondsRefundingTaxableBondsInd | Final Allocation MadeFinalAllocationMadeInd | Adequate Books And Rec MaintAdequateBooksAndRecMaintInd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| A | $121,535,000 | $0 | $128,452,335 | $0 | $0 | $0 | $1,297,957 | $0 | $0 | $127,154,378 | $0 | $0 | 2015 | 0 | 0 | Yes (1) | Yes (1) |
| B | $10,980,000 | $0 | $86,624,585 | $0 | $0 | $0 | $1,190,579 | $0 | $0 | $0 | $85,434,006 | $0 | 2017 | 0 | Yes (1) | Yes (1) | Yes (1) |
| C | $0 | $0 | $100,949,159 | $0 | $0 | $0 | $1,216,013 | $0 | $0 | $3,598,094 | $84,639,604 | $11,495,448 | Yes (1) | Yes (1) | 0 | Yes (1) |
Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp (3 entries)
| Bond ReferenceBondReferenceCd | Owning Bond Financed PropertyOwningBondFinancedPropertyInd | Any Lease ArrangementsAnyLeaseArrangementsInd | Mgmt Contract Bond Fincd PropMgmtContractBondFincdPropInd | Any Research AgreementsAnyResearchAgreementsInd | Private Bus Use By OthersPrivateBusUseByOthersPct | Private Bus Concerning UBIPrivateBusConcerningUBIPct | Total Private Business UseTotalPrivateBusinessUsePct | Bond Iss Meet Prvt Sec Pymt TestBondIssMeetPrvtSecPymtTestInd | Change In Use Bond Financed PropChangeInUseBondFinancedPropInd | Procs Nonqualified Bond RemdtdProcsNonqualifiedBondRemdtdInd |
|---|---|---|---|---|---|---|---|---|---|---|
| A | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | Yes (1) |
| B | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | Yes (1) |
| C | 0 | 0 | 0 | 0 | 0 | 0 | Yes (1) |
Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp (3 entries)
| Bond ReferenceBondReferenceCd | Form8038 T FiledForm8038TFiledInd | Rebate Not Due YetRebateNotDueYetInd | Exception To RebateExceptionToRebateInd | No Rebate DueNoRebateDueInd | Variable Rate IssueVariableRateIssueInd | Hedge Identified In Bks And RecHedgeIdentifiedInBksAndRecInd | Gross Proceeds Invested In GICGrossProceedsInvestedInGICInd | Gross Proceeds InvestedGrossProceedsInvestedInd | Written Proc To Monitor ReqsWrittenProcToMonitorReqsInd |
|---|---|---|---|---|---|---|---|---|---|
| A | 0 | 0 | 0 | Yes (1) | 0 | 0 | 0 | 0 | Yes (1) |
| B | 0 | 0 | 0 | Yes (1) | 0 | 0 | 0 | 0 | Yes (1) |
| C | 0 | Yes (1) | 0 | 0 | 0 | 0 | 0 | 0 | Yes (1) |
Procedures Corrective Action ProceduresCorrectiveActionGrp (3 entries)
| Bond ReferenceBondReferenceCd | Procedures Corrective ActionProceduresCorrectiveActionInd |
|---|---|
| A | Yes (1) |
| B | Yes (1) |
| C | Yes (1) |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Schedule K, Part IV, Line 2c-10/19/2011 128,452,335 Louisiana Public Facilitties Authority | A rebate calculation was performed on April 13, 2020 with no rebate liability due. |
| Schedule K, Part IV, Line 2c-01/26/2017 86,624,585 Louisiana Public Facility Authority | A rebate calculation was performed on January 24, 2022 with no rebate liability due. |
Schedule M IRS990ScheduleM
Securities Closely Held Stock SecuritiesCloselyHeldStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 14 | ContributionCnt |
| Noncash Contributions Rpt F990 | $404,656 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FMV | MethodOfDeterminingRevenuesTxt |
Other Non Cash Contri Table OtherNonCashContriTableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Desc | Misc. Donations | Desc |
| Contribution | 6 | ContributionCnt |
| Noncash Contributions Rpt F990 | $0 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FMV | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form8283 Received | 0 | Form8283ReceivedCnt |
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | Yes (1) | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | Yes (1) | ThirdPartiesUsedInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Schedule M, Part I, Line 32b | FormAndLineReferenceDesc |
| Explanation | On-line auction software is used if necessary for tangible property and the broker Morgan Stanley for Stock. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (9 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Form 990, Part VI, Section A, Line 6 | All members in good standing of the Society of Jesus who are members of the Jesuit Community of Loyola University New Orleans and who hold full-time or part-time positions at the university and who have held such academic positions for one academic year shall be eligible for membership in the corporation. Membership in the corporation shall consist of not fewer than three nor more than twenty-five persons who fulfill these qualifications. |
| Form 990, Part VI, Section A, Line 7a | The sole rights and duties of members shall be (a) to elect annually such members of the Board of Trustees as are provided in these Articles; (b) to receive annually a report from the President; (c) to determine the dissolution of the Corporation and the distribution of its assets, consistent with the terms of Article V hereof; (d) to amend the Articles and By-Laws of the Corporation in the manner specified in Article IX; and (e) to fix and determine by majority vote the number of Trustees who shall constitute the whole Board of Trustees. The composition of the Board of Trustees shall be at all times such that more than twenty-two percent (22%) of the total membership of the Board of Trustees, but not more than sixty percent (60%) of said Board shall be composed of members in good standing of the Society of Jesus. |
| Form 990, Part VI, Section A, Line 7b | The Board of Trustees shall have and exercise the corporate powers prescribed by law. The essential function of the Board shall be policy making and responsibility for sound management. It shall formulate and determine the general, educational and financial policies as shall be deemed necessary for the administration and development of the Corporation in accordance with its shared purposes. The Board shall create committees of the Board and Ad-Hoc Committees as it may deem necessary or desirable to carry out the purposes of the Corporation, each of which shall have such powers and responsibilities as the Board of Trustees shall designate. Nothing shall be considered to negate the power of the President to establish administrative committees, visiting committees, councils and other bodies as he/she may deem necessary or desirable to aid him/her in the performance of his/her duties. |
| Form 990, Part VI, Section B, Line 11b | The Audit Committee reviews the Form 990 and recommends the review to the Board of Trustees. The Form 990 is posted on the Board of Trustees website for review. In addition, the Form 990 is reviewed by an independent accounting firm prior to its submission to the Board of Trustees. |
| Form 990, Part VI, Section B, Line 12c | Under the Conflict of Interest Policy each Trustee is required when initially elected, and annually thereafter, to acknowledge in writing that he or she has reviewed this Policy and is complying with it, in letter and in spirit; when initially elected, and annually thereafter, to complete a Disclosure Statement. An amendment statement must be filed promptly in the event of a material change in circumstances, and to disclose actual or potential conflicts of interest at any time when he or she becomes aware of them. |
| Form 990, Part VI, Section B, Line 15 | The Executive Committee of the Board of Trustees, chaired by the Board Chairperson, deliberates to determine the President's compensation. Each member of the compensation-setting body is a disinterested party. Key Employee compensation is determined upon hiring by the university President or Provost, depending on the organizational status of the key employee. |
| Form 990, Part VI, Section C, Line 18 | The IRS Forms 990 and 990-T are made available to the public upon request. A copy of each is also on file at the university's library. |
| Form 990, Part VI, Section C, Line 19 | The annual financial report, conflict of interest policy, and other governing documents are also made available to the public upon request. |
| Form 990, Part XI, Line 9 | Non-recurring income, Information technology system implementation related expenses, and Hurricane Ida related expenses - net of insurance proceeds. |
Reasonable Cause Explanation ReasonableCauseExplanation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Explanation | N/A | ExplanationTxt |