2022-04-05T15:47:17-05:00 2021-05-31 135565207 KPMG LLP 8350 BROAD STREET SUITE 900 MCLEAN VA 22102 990 2020-06-01 520591623 LOYOLA UNIVERSITY MARYLAND INC LOYO 4106172917 4501 N CHARLES STREET BALTIMORE MD 212102699 JOHN COPPOLA VP FOR FIN/ADMN/TRSR 4106172917 2022-04-05 1 JOHN COPPOLA 999009999 JONATHAN LIST P01679255 7032868000 2022-04-05 3 AAL1 IAL1 2020 2022-09-23 18:48:47Z JOHN COPPOLA 4501 N CHARLES STREET BALTIMORE MD 212102699 339805580 0 X WWW.LOYOLA.EDU X 1853 MD SEE SCHEDULE OLOYOLA UNIVERSITY MARYLAND INC IS A JESUIT CATHOLIC UNIVERSITY COMMITTED TO THE EDUCATIONAL TRADITIONS OF THE SOCIETY OF JESUS AND THE DEVELOPMENT OF THE WHOLE PERSON. 32 32 2901 0 19199 0 19794160 29065420 261941998 231103548 4920477 28326137 1790624 829841 288447259 289324946 95834812 101693427 0 0 105373742 93416610 37885 88677 4011856 83996610 75049306 285243049 270248020 3204210 19076926 700282931 769785187 192982350 181914884 507300581 587870303 X SEE SCHEDULE O. 0 0 159833863 101693427 212479500 INSTRUCTION OF APPROXIMATELY 3,800 UNDERGRADUATE AND 1,500 GRADUATE STUDENTS (5,300 STUDENTS). 30603991 2301410 PROVIDING ACADEMIC AND SUPPORT SERVICES TO STUDENTS (5,300 STUDENTS). 26724504 16904995 HOUSING, FOOD SERVICE, AND OTHER STUDENT SERVICES. 2189937 RESEARCH AND DEVELOPMENT AND PUBLIC SERVICE PRGMS 2189937 219352295 1 1 0 1 0 0 0 1 0 1 1 1 0 0 1 1 1 0 1 1 1 0 1 1 0 0 0 1 1 1 1 0 0 0 0 0 0 1 0 1 0 1 0 0 0 0 1 0 0 0 1 X 403 0 1 2901 1 1 1 1 BE EI SP TH UK 0 0 0 1 1 0 0 0 0 0 0 0 0 0 X 32 32 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 0 1 0 MD X X JOHN COPPOLA 4106172917 4501 N CHARLES STREET BALTIMORE MD 212102699 BRIAN F LINNANE SJ TRUSTEE & PRESIDENT 0.50 0.00 X X 0 0 20560 RONALD AMIOT TRUSTEE 0.50 0.00 X 0 0 0 KENNETH F BOEHL TRUSTEE 0.50 0.00 X 0 0 0 WILLIAM BURKE TRUSTEE 0.50 0.00 X 0 0 0 ANTHEA BUTLER TRUSTEE 0.50 0.00 X 0 0 0 ROBERT CAWLEY TRUSTEE 0.50 0.00 X 0 0 0 JOSEPH COSTANTINO SJ TRUSTEE 0.50 0.00 X 0 0 0 ANTHONY I DAY TRUSTEE 0.50 0.00 X 0 0 0 WALTER DOGGETT TRUSTEE 0.50 0.00 X 0 0 0 SUSAN M DONOVAN TRUSTEE 0.50 0.00 X 0 0 0 PAUL G EIBELER TRUSTEE 0.50 0.00 X 0 0 0 ANN ERNST TRUSTEE 0.50 0.00 X 0 0 0 MARY FANNING TRUSTEE 0.50 0.00 X 0 0 0 MIGUEL B FERNANDEZ TRUSTEE 0.50 0.00 X 0 0 0 JAMES D FORBES TRUSTEE 0.50 0.00 X 0 0 0 CARRIE FOX TRUSTEE 0.50 0.00 X 0 0 0 GREGORY J GAILIUS TRUSTEE 0.50 0.00 X 0 0 0 KEVIN GILLESPIE SJ TRUSTEE 0.50 0.00 X 0 0 0 ELAINE GRILLO TRUSTEE 0.50 0.00 X 0 0 0 H EDWARD HANWAY TRUSTEE 0.50 0.00 X 0 0 0 GERARD E HOLTHAUS TRUSTEE 0.50 0.00 X 0 0 0 JAMES F KEENAN SJ TRUSTEE 0.50 0.00 X 0 0 0 GREGORY KELLY TRUSTEE 0.50 0.00 X 0 0 0 MARK KNOTT TRUSTEE 0.50 0.00 X 0 0 0 JJ MATTHEWS TRUSTEE 0.50 0.00 X 0 0 0 MICHAEL MCCARTHY SJ TRUSTEE 0.50 0.00 X 0 0 0 DAVID METZGER TRUSTEE 0.50 0.00 X 0 0 0 MARK W MULLIN TRUSTEE 0.50 0.00 X 0 0 0 JEFFREY A NATTANS TRUSTEE 0.50 0.00 X 0 0 0 KAREN P PHILIPPOU TRUSTEE 0.50 0.00 X 0 0 0 DANIEL RIZZO TRUSTEE 0.50 0.00 X 0 0 0 MARK ROUCHARD TRUSTEE 0.50 0.00 X 0 0 0 MAURA RYAN TRUSTEE 0.50 0.00 X 0 0 0 MARY ANN SCULLY TRUSTEE 0.50 0.00 X 0 0 0 JAMES S SKESAVAGE JR TRUSTEE 0.50 0.00 X 0 0 0 STEPHON SMITH TRUSTEE 0.50 0.00 X 0 0 0 ARUN SUBHAS TRUSTEE 0.50 0.00 X 0 0 0 ROBERT F TROSSET TRUSTEE 0.50 0.00 X 0 0 0 ROGER WAESCHE TRUSTEE 0.50 0.00 X 0 0 0 CURTIS WILSON TRUSTEE 0.50 0.00 X 0 0 0 JOHN A WOLF TRUSTEE 0.50 0.00 X 0 0 0 DONELDA COOK VICE PRESIDENT (UNTIL 12/20) 50.00 0.00 X 213382 0 17780 CHERYL MOORE-THOMAS CHIEF EQUITY AND INCLUSION OFFICER 50.00 0.00 X 167025 0 23906 RANDALL GENTZLER VICE PRESIDENT (UNTIL 2/21) 50.00 0.00 X 323677 0 25152 JOHN COPPOLA VICE PRESIDENT 50.00 0.00 X 190605 0 24967 ROBERT KELLY VICE PRESIDENT 50.00 0.00 X 228660 0 12045 TERRENCE SAWYER SENIOR VICE PRESIDENT 50.00 0.00 X 335381 0 29632 AMANDA THOMAS VICE PRESIDENT 50.00 0.00 X 326450 0 26071 ERIC NICHOLS VICE PRESIDENT 50.00 0.00 X 254250 0 27562 STEPHEN FOWL DEAN 50.00 0.00 X 194876 0 19519 KATHLEEN GETZ DEAN 50.00 0.00 X 319754 0 25159 JOSHUA SMITH DEAN 50.00 0.00 X 200632 0 25132 CHARLES TOOMEY HEAD COACH MEN'S LACROSSE 50.00 0.00 X 342932 0 29136 NAN ELLIS PROFESSOR 50.00 0.00 X 382909 0 9289 THOMAS DI LORENZO PROFESSOR 50.00 0.00 X 362190 0 10427 WAYNE ELBAN PROFESSOR 50.00 0.00 X 364828 0 9118 TAVARAS HARDY HEAD COACH MEN'S BASKETBALL 50.00 0.00 X 286402 0 28233 AMY WOLFSON FORMER VICE PRESIDENT (SINCE 5/19) 50.00 0.00 X 190623 0 20318 4684576 0 384006 232 1 1 0 WHITING TURNER 300 E JOPPA ROAD BALTIMORE MD 21286 CONSTRUCTION 14809320 PARKHURST DINING PO BOX 644091 PITTSBURGH PA 15264 FOOD SVC OPERATIONS 7182612 JONES LANG LASALLE 200 EAST RANDOLPH DRIVE CHICAGO IL 60601 PROPERTY MGMT 3183189 HENRY H LEWIS CONTRACTORS 55 GWYNNS MILL CT OWINGS MILLS MD 21117 CONSTRUCTION 1022610 ELLUCIAN COMPANY LP 4 COUNTRY VIEW ROAD MALVERN PA 193551408 ERP SYSTEM 1020893 73 18254392 10811028 2128234 29065420 TUITION AND FEES 900099 212479500 212479500 RESIDENCE, FOOD SERV., TELEPHONE 900099 16904995 16904995 ATHLETICS, CONFERENCES, OTHER AUX 900099 789825 294948 61 494816 ID CARDS, ORIENTATION, PARKING 900099 310530 310530 SPECIAL EDUCATION PROGRAMS 900099 188437 188437 430261 430261 231103548 16116182 19138 16097044 34788 34788 212696 0 212696 212696 212696 62690589 50480634 12209955 12209955 12209955 MISCELLANEOUS 900099 582357 582357 582357 289324946 231191028 19199 29049299 39750 39750 100453687 100453687 1199990 1199990 3585896 2150360 1117702 317834 73383295 59461924 11458850 2462521 1241044 793457 413867 33720 9945979 6380303 3284067 281609 5260396 4135728 931785 192883 367399 367399 213185 213185 32543 32543 88677 88677 3058787 3641 3055146 15467430 11792967 3402063 272400 1371364 396438 939438 35488 4125124 1700480 2340004 84640 4045141 1190179 2819562 35400 2015 2015 8769047 2472115 6296932 603636 305233 287390 11013 222878 191829 29185 1864 4847067 4836955 10112 11571905 10624899 854807 92199 2513762 30495 2483267 LIBRARY OPERATIONS 3451809 3451809 STUDY ABROAD TUITION 120802 120802 14265412 7584696 6579108 101608 270248020 219352295 46883869 4011856 34000 34000 28367105 31678993 9453114 5914725 3606037 5010381 1249359 891732 26628942 4122980 553399605 222790513 311138987 330609092 154529085 179297324 150771566 191011997 1032141 760528 13472595 20453435 700282931 769785187 21405207 19989840 14162166 5869375 151791262 147701305 5623715 8354364 192982350 181914884 X 353939715 388744138 153360866 199126165 507300581 587870303 700282931 769785187 X 19076926 57957983 3534813 X 0 1 X 1 1 1 X 20068803 23462404 22108663 19794160 29065420 114499450 20068803 23462404 22108663 19794160 29065420 114499450 1934673 112564777 4098483 4463622 8245827 5595287 16363666 38766885 153266335 1316954150 0.73440 0.77830 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 1 0 0 0 0 1 43976 0 0 43976 0 PART II-B, LINE 1: THE UNIVERSITY UTILIZED THE SERVICES OF A CONSULTING FIRM TO ASSIST WITH LOBBYING ACTIVITIES AND ALSO HAS AN EMPLOYEE WHO SPENDS A SMALL PORTION OF THEIR TIME IN THE SAME REGARD. THESE LOBBYING ACTIVITIES ARE TYPICALLY PERFORMED IN STATE AND LOCAL VENUES, BUT MAY ESCALATE IN CERTAIN SITUATIONS TO THE FEDERAL LEVEL. THESE ACTIVITIES TO DO NOT CONSTITUTE A SIGNIFICANT PORTION OF THE UNIVERSITY'S ACTIVITIES. 96398 X 0 0 232556136 4286866 85361207 2954276 8021043 3431180 307797710 224629485 16509330 3874544 3047960 7930181 1479082 232556136 228151432 4229803 4224500 2889242 7707814 1379194 224629485 214865828 6801423 18044051 2669955 7562145 1327770 228151432 192806133 7291690 25413645 2203376 7127978 1314286 214865828 0.49920 0.50080 0 0 27074706 27074706 434861934 182820397 252041537 40688163 38891316 1796847 50774802 1078800 49696002 330609092 HEDGE FDS: MULTI-STRATEGY FDS 21795099 F HEDGE FDS: NONAGENCY RES MBS 10048107 F HEDGE FDS: LONG/SHORT 27306829 F PRIVATE EQUITY 69795083 F EQUITY FUNDS 61278339 F OTHER 788540 F 191011997 ASSET RETIREMENT OBLIGATION 3043215 PERKINS LOAN FUND 1866104 ANNUITY LIABILITY 345782 POOLED INCOME LIABILITY 9793 OPERATING LEASE LIABILITY 3089470 8354364 242570465 57957983 57957983 184612482 3058787 101653677 104712464 289324946 165535556 0 165535556 3058787 101653677 104712464 270248020 PART V, LINE 4: THE UNIVERSITY'S ENDOWMENT FUND HELPS PROVIDE AFFORDABLE EDUCATION TO STUDENTS BY PROVIDING FUNDS FOR FINANCIAL AID AND BY SUPPORTING THE OPERATIONS OF THE UNIVERSITY. PART XI, LINE 4B - OTHER ADJUSTMENTS: FINANCIAL AID 101,653,677. PART XII, LINE 4B - OTHER ADJUSTMENTS: FINANCIAL AID EXPENSE 101,653,677. SCHEDULE D, PART X, LINE 2 THE UNIVERSITY IS QUALIFIED AS A NOT-FOR-PROFIT ORGANIZATION UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE, AS AMENDED. ACCORDINGLY, THE UNIVERSITY IS NOT SUBJECT TO INCOME TAXES EXCEPT TO THE EXTENT IT HAS TAXABLE INCOME FROM ACTIVITIES THAT ARE NOT RELATED TO ITS EXEMPT PURPOSE. NO PROVISION FOR INCOME TAXES WAS REQUIRED FOR FISCAL YEARS 2021 OR 2020. ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA REQUIRE MANAGEMENT TO EVALUATE TAX POSITIONS TAKEN BY THE UNIVERSITY AND RECOGNIZE A TAX LIABILITY (OR ASSET) IF THE UNIVERSITY HAS TAKEN AN UNCERTAIN TAX POSITION THAT MORE LIKELY THAN NOT WOULD NOT BE SUSTAINED UPON EXAMINATION BY THE IRS. MANAGEMENT HAS ANALYZED THE TAX POSITIONS TAKEN BY THE UNIVERSITY, AND HAS CONCLUDED THAT AS OF MAY 31, 2021, THERE ARE NO UNCERTAIN POSITIONS TAKEN OR EXPECTED TO BE TAKEN THAT WOULD REQUIRE RECOGNITION OF A LIABILITY (OR ASSET) OR DISCLOSURE IN THE FINANCIAL STATEMENTS. THE UNIVERSITY IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS; THERE ARE CURRENTLY NO TAX AUDITS OF THE FINANCIAL STATEMENTS FOR ANY TAX PERIODS IN PROGRESS. 1 1 1 1 1 1 1 0 0 0 0 0 0 0 0 1 0 1 SCHEDULE E, PART I, LINE 3 SEE SUPPLEMENTAL PAGE SCHEDULE E, LINE 3 LOYOLA UNIVERSITY MARYLAND DOES NOT DISCRIMINATE ON THE BASIS OF RACE, SEX, COLOR, NATIONAL OR ETHNIC ORIGIN, AGE, RELIGION, DISABILITY, MARITAL STATUS, SEXUAL ORIENTATION, GENDER IDENTITY, GENETIC INFORMATION, MILITARY STATUS, OR ANY OTHER LEGALLY PROTECTED CLASSIFICATION COVERED BY FEDERAL OR STATE LAW IN THE ADMINISTRATION OF ANY OF ITS EDUCATIONAL PROGRAMS AND ACTIVITIES OR WITH RESPECT TO ADMISSION OR EMPLOYMENT. ALL REQUIREMENTS AND PROTECTIONS ARE EQUITABLY PROVIDED TO INDIVIDUALS REGARDLESS OF THEIR STATUS AS A COMPLAINANT, RESPONDENT, OR WITNESS. THE DESIGNATED COMPLIANCE OFFICER TO ENSURE COMPLIANCE WITH TITLE IX OF THE EDUCATION AMENDMENTS OF 1972, AS AMENDED, IS DAVID TISCIONE, DIRECTOR TITLE IX, ASSESSMENT AND COMPLIANCE, 4501 NORTH CHARLES STREET, BALTIMORE MD 21210, PHONE: 410-617-2763, EMAIL: DMTISCIONE@LOYOLA.EDU. THE COORDINATOR TO ENSURE COMPLIANCE WITH SECTION 504 OF THE REHABILITATION ACT OF 1973, AS AMENDED, IS DAVID TISCIONE, DIRECTOR TITLE IX, ASSESSMENT AND COMPLIANCE, 4501 NORTH CHARLES STREET, BALTIMORE MD 21210, PHONE: 410- 617-2763, EMAIL: DMTISCIONE@LOYOLA.EDU. LOYOLA UNIVERSITY IS AUTHORIZED UNDER FEDERAL LAW TO ENROLL NON-IMMIGRANT, ALIEN STUDENTS. 1 EAST ASIA AND THE PACIFIC 0 2 PROGRAM SERVICES INTERNATIONAL STUDIES 114667 EUROPE (INCLUDING ICELAND & GREENLAND) 2 5 PROGRAM SERVICES INTERNATIONAL STUDIES 505679 MIDDLE EAST AND NORTH AFRICA 0 0 PROGRAM SERVICES INTERNATIONAL STUDIES 965 SUB-SAHARAN AFRICA 0 0 PROGRAM SERVICES INTERNATIONAL STUDIES -2943 CENTRAL AMERICA AND THE CARIBBEAN 0 0 PROGRAM SERVICES FINANCIAL AID 22000 EAST ASIA AND THE PACIFIC 0 0 PROGRAM SERVICES FINANCIAL AID 34990 EUROPE (INCLUDING ICELAND & GREENLAND) 0 0 PROGRAM SERVICES FINANCIAL AID 582350 MIDDLE EAST AND NORTH AFRICA 0 0 PROGRAM SERVICES FINANCIAL AID 40000 NORTH AMERICA 0 0 PROGRAM SERVICES FINANCIAL AID 328988 SOUTH ASIA 0 0 PROGRAM SERVICES FINANCIAL AID 16982 SOUTH AMERICA 0 0 PROGRAM SERVICES FINANCIAL AID 94425 SUB-SAHARAN AFRICA 0 0 PROGRAM SERVICES FINANCIAL AID 80255 CENTRAL AMERICA AND THE CARIBBEAN 0 0 INVESTMENTS 64741656 0 7 0 0 0 7 1297708 65262306 66560014 FINANCIAL ASSISTANCE CENTRAL AMERICA AND THE CARIBBEAN 1 22000 FINANCIAL AID FMV FINANCIAL ASSISTANCE EAST ASIA AND THE PACIFIC 2 34990 FINANCIAL AID FMV FINANCIAL ASSISTANCE EUROPE (INCLUDING ICELAND & GREENLAND) 11 582350 FINANCIAL AID FMV FINANCIAL ASSISTANCE MIDDLE EAST AND NORTH AFRICA 1 40000 FINANCIAL AID FMV FINANCIAL ASSISTANCE NORTH AMERICA - CANADA AND MEXICO 7 328988 FINANCIAL AID FMV FINANCIAL ASSISTANCE SOUTH AMERICA 3 94425 FINANCIAL AID FMV FINANCIAL ASSISTANCE SOUTH ASIA 1 16982 FINANCIAL AID FMV FINANCIAL ASSISTANCE SUB-SAHARAN AFRICA 2 80225 FINANCIAL AID FMV 1 0 1 1 1 0 PART I, LINE 2: ALL FINANCIAL AID IS APPLIED DIRECTLY TO THE STUDENTS' OUTSTANDING RECEIVABLE BALANCES. NO CASH IS PHYSICALLY TRANSMITTED. CREDIT BALANCES THAT RESULT FROM FEDERAL STUDENT AND PARENT LOAN PROCEEDS ARE DISTRIBUTED TO THE BORROWER WITHIN THE SPECIFIED TIME FRAME REQUIRED BY THE GOVERNING THESE PROGRAMS. ELIGIBILITY FOR NEED-BASED GRANTS, LOANS, AND WORK-STUDY FORMS OF FEDERAL STUDENT AID IS DETERMINED USING THE RESULTS OF THE FEDERAL METHODOLOGY NEED ANALYSIS FORMULA. STUDENT AID AWARDED FROM BOTH FEDERAL AND INSTITUTIONAL SOURCES ARE MONITORED CONTINUOUSLY THROUGHOUT THE FISCAL YEAR USING VARIOUS BUDGET STATUS REPORTS, STUDENT ACCOUNT STATUS REPORTS, AND DEFERRAL AND INSTITUTIONAL PROGRAM RECONCILIATION REPORTS. PART III ACCOUNTING METHOD: X X X X X X X 1 GRENZEBACH GLIER & ASSOC 200 SOUTH MICHIGAN AVENUE SUITE 20 CHICAGO IL 60604 ADVISORY 0 0 88677 -88677 88677 -88677 AL AK AR CA CO CT DC FL GA HI IL KS KY LA ME MD MA MI MN MS NV NH NJ NM NY NC ND OH OK OR PA RI SC TN UT VA WA WV WI 1 THE LOYOLA NOTRE DAME LIBRARY INC 200 WINSTON AVENUE BALTIMORE MD 21212 520881396 501(C)(3) 39750 CAPITAL CONTRIBUTION 1 0 FINANCIAL ASSISTANCE 4115 100453687 FMV FINANCIAL AID PART I, LINE 2: GRANTS AND OTHER ASSISTANCE TO INDIVIDUALS IN THE UNITED STATES: ALL FINANCIAL AID IS APPLIED DIRECTLY TO THE STUDENTS' OUTSTANDING RECEIVABLE BALANCE. NO CASH IS PHYSICALLY TRANSMITTED. CREDIT BALANCES THAT RESULT FROM FEDERAL STUDENT AND PARENT LOAN PROCEEDS ARE DISTRIBUTED TO THE BORROWER WITHIN THE SPECIFIED TIME FRAME REQUIRED BY THE REGULATIONS GOVERNING THESE PROGRAMS. ELIGIBILITY FOR NEED-BASED GRANTS, LOANS, AND WORK-STUDY FORMS OF FEDERAL STUDENT AID IS DETERMINED USING THE RESULTS OF THE FEDERAL METHODOLOGY NEED ANALYSIS FORMULA. STUDENT AID AWARDED FROM BOTH FEDERAL AND INSTITUTIONAL SOURCES ARE MONITORED CONTINUOUSLY THROUGHOUT THE FISCAL YEAR USING VARIOUS BUDGET STATUS REPORTS, STUDENT ACCOUNT STATUS REPORTS, AND DEFERRAL AND INSTITUTIONAL PROGRAM RECONCILIATION REPORTS. X X 1 1 1 0 0 0 0 0 0 0 0 NAN ELLIS PROFESSOR 78459 0 0 0 304450 0 6146 0 3143 0 392198 0 0 0 WAYNE ELBAN PROFESSOR 79038 0 0 0 285790 0 5751 0 3367 0 373946 0 0 0 THOMAS DI LORENZO PROFESSOR 72728 0 0 0 289462 0 5697 0 4730 0 372617 0 0 0 CHARLES TOOMEY HEAD COACH MEN'S LACROSSE 311360 0 26000 0 5572 0 13775 0 15361 0 372068 0 0 0 TERRENCE SAWYER SENIOR VICE PRESIDENT 300674 0 24654 0 10053 0 14013 0 15619 0 365013 0 0 0 AMANDA THOMAS VICE PRESIDENT 252131 0 74319 0 0 0 12852 0 13219 0 352521 0 0 0 RANDALL GENTZLER VICE PRESIDENT (UNTIL 2/21) 315233 0 0 0 8444 0 14013 0 11139 0 348829 0 0 0 KATHLEEN GETZ DEAN 319754 0 0 0 0 0 14013 0 11146 0 344913 0 0 0 TAVARAS HARDY HEAD COACH MEN'S BASKETBALL 269382 0 10000 0 7020 0 13775 0 14458 0 314635 0 0 0 ERIC NICHOLS VICE PRESIDENT 254250 0 0 0 0 0 12960 0 14602 0 281812 0 0 0 ROBERT KELLY VICE PRESIDENT 228660 0 0 0 0 0 11333 0 712 0 240705 0 0 0 DONELDA COOK VICE PRESIDENT (UNTIL 12/20) 213382 0 0 0 0 0 10876 0 6904 0 231162 0 0 0 JOSHUA SMITH DEAN 195032 0 5600 0 0 0 9942 0 15190 0 225764 0 0 0 JOHN COPPOLA VICE PRESIDENT 190605 0 0 0 0 0 9470 0 15497 0 215572 0 0 0 STEPHEN FOWL DEAN 192976 0 1900 0 0 0 9837 0 9682 0 214395 0 0 0 AMY WOLFSON FORMER VICE PRESIDENT (SINCE 5/19) 187748 0 2875 0 0 0 9314 0 11004 0 210941 0 0 0 CHERYL MOORE-THOMAS CHIEF EQUITY AND INCLUSION OFFICER 167025 0 0 0 0 0 8299 0 15607 0 190931 0 0 0 PART I, LINE 4A VOLUNTARY RETIREMENT INCENTIVE PLAN PAYMENTS MADE IN 2020: NAME GROSS AMOUNT NAN ELLIS $ 304,450 WAYNE ELBAN $ 285,790 THOMAS DI LORENZO $ 289,462 PART I, LINE PART I LINE 1A HEALTH OR SOCIAL CLUB DUES: THE FOLLOWING INDIVIDUALS RECEIVED MEMBERSHIPS IN LOCAL COUNTRY CLUBS OR SOCIAL CLUBS AS PART OF THEIR JOB DUTIES WITH THE UNIVERSITY: TERRENCE SAWYER, DONNA WOODRUFF, KATHLEEN GETZ AND RANDALL GENTZLER. THE UNIVERSITY TRACKS USAGE OF THESE CLUBS AND REPORTS PERSONAL USE AS TAXABLE INCOME ON THE EMPLOYEES' W-2. FR BRIAN F LINNANE SJ RECEIVED MEMBERSHIPS IN LOCAL COUNTRY CLUBS OR SOCIAL CLUBS AS PART OF HIS JOB DUTIES WITH THE UNIVERSITY. FR LINNANE DID NOT USE THE CLUB MEMBERSHIP FOR PERSONAL USAGE AND OTHERWISE DOES NOT RECEIVE A W-2 FOR HIS SERVICES TO THE UNIVERSITY AS A RESULT OF HIS VOW OF POVERTY. HOUSING: FR BRIAN F LINNANE SJ HAS TAKEN A VOW OF POVERTY AND DOES NOT RECEIVE A W-2 FOR HIS SERVICES TO THE UNIVERSITY. IN ADDITION, FR LINNANE RECEIVED HOUSING FROM THE UNIVERSITY DURING THE YEAR ENDED MAY 31, 2021 IN ORDER TO FULFILL THE OBLIGATION OF THE SOCIETY OF JESUS TO PROVIDE HOUSING FOR FATHER LINNANE. A MD HEALTH AND HIGHER EDUC FACILITIES AUTHORITY 520936091 574218JJ3 2012-06-07 53943256 2012A-REFUNDING 1 0 0 B MD HEALTH AND HIGHER EDUC FACILITIES AUTHORITY 520936091 574218RY1 2014-10-30 63876116 2014-REFUNDING 0 0 0 C MD HEALTH AND HIGHER EDUC FACILITIES AUTHORITY 520936091 5742185T6 2019-12-19 51355256 2019A-2012B REFINANCING AND CONSTRUCTION COSTS 0 0 0 A 15100000 31560000 53943256 498916 53444340 2009 1 0 1 1 B 63876116 567776 63308340 2006 0 1 1 1 C 2895000 51574784 378496 26076461 23930000 1189827 1 0 0 1 A 0 0 1 1 0 0 0 1 B 0 0 1 1 0 0 0 1 C 0 0 1 1 0 0 0 0 A 0 0 0 1 0 0 0 0 1 B 0 0 0 1 0 0 0 0 1 C 0 1 0 0 0 0 0 0 1 A 1 B 1 C 1 PART I, ROW A, COLUMN (A): MARYLAND HEALTH AND HIGHER EDUCATIONAL FACILITIES AUTHORITY. PART I, ROW B, COLUMN (A): MARYLAND HEALTH AND HIGHER EDUCATIONAL FACILITIES AUTHORITY. PART I, ROW C, COLUMN (A): MARYLAND HEALTH AND HIGHER EDUCATIONAL FACILITIES AUTHORITY. PART I, ROW A, COLUMN F: THE PURPOSE OF THE ISSUE WAS THE REFUNDING OF ISSUES DATED 09/17/2008, 12/04/2007, AND 6/23/1999 PART I, ROW B, COLUMN F: THE PURPOSE OF THE ISSUE WAS THE REFUNDING OF AN ISSUE DATED 1/04/2006 PART I, ROW C, COLUMN F: THE PURPOSE OF THE ISSUE WAS THE REFUNDING OF AN ISSUE DATED 12/03/2014 AND FINANCING VARIOUS CAPITAL EXPENDITURES. PART II, COLUMN A, LINE 11: THE OTHER SPENT PROCEEDS ARE THE REFUNDING PROCEEDS OF THE ISSUE THAT ARE NO LONGER IN ESCROW. PART II, COLUMN B, LINE 11: THE OTHER SPENT PROCEEDS ARE THE REFUNDING PROCEEDS OF THE ISSUE THAT ARE NO LONGER IN ESCROW. PART II, COLUMN C, LINE 11: THE OTHER SPENT PROCEEDS ARE THE REFUNDING PROCEEDS OF THE ISSUE THAT ARE NO LONGER IN ESCROW. PART IV, COLUMN A: A REBATE CALCULATION WAS PERFORMED ON JANUARY 24, 2017 WITH NO REBATE LIABILITY BEING DUE. PART IV, COLUMN B: A REBATE CALCULATION WAS PERFORMED ON OCTOBER 3, 2019 WITH NO REBATE LIABILITY BEING DUE. 49700 FINANCIAL AID UG TUITION REMISSION YUN-DIH CHIA-SMITH SPOUSE OF KEY EMPLOYEE 59901 EMPLOYMENT/COMPENSATION 0 X 34 2128234 FMV 0 1 0 PART I, COLUMN (B): THIS COLUMN REPRESENTS THE NUMBER OF CONTRIBUTIONS, NOT THE NUMBER OF ITEMS CONTRIBUTED. FORM 990, PART III, LINE 1 LOYOLA UNIVERSITY MARYLAND INC IS A JESUIT CATHOLIC UNIVERSITY COMMITTED TO THE EDUCATIONAL AND SPIRITUAL TRADITIONS OF THE SOCIETY OF JESUS AND TO THE IDEALS OF LIBERAL EDUCATION AND THE DEVELOPMENT OF THE WHOLE PERSON. ACCORDINGLY, THE UNIVERSITY WILL INSPIRE STUDENTS TO LEARN, LEAD AND SERVE IN A DIVERSE AND CHANGING WORLD. FORM 990, PART VI, SECTION B, LINE 11B PRIOR TO FILING, THE FORM 990 IS REVIEWED BY THE VICE PRESIDENT FOR FINANCE AND AN INDEPENDENT TAX ACCOUNTANT AT KPMG. ALL MEMBERS OF THE BOARD OF TRUSTEES ARE PROVIDED AN ELECTRONIC COPY OF THE COMPLETE FORM. THE FORM IS FILED AFTER ALL COMMENTS FROM THE BOARD OF TRUSTEES ARE ADDRESSED. FORM 990, PART VI, SECTION B, LINE 12C EACH BOARD MEMBER IS REQUIRED TO COMPLETE AND FILE WITH THE SECRETARY OF THE UNIVERSITY, ON OR BEFORE SEPTEMBER 1 OF EACH YEAR, INFORMATION ABOUT POSSIBLE BENEFICIAL OR ADVERSE INTERESTS AFFECTING LOYOLA UNIVERSITY MARYLAND, INCLUDING INTERESTS OF IMMEDIATE FAMILY MEMBERS AND ORGANIZATIONS IN WHICH THE BOARD MEMBER (OR MEMBER OF HIS OR HER FAMILY) HAS A SIGNIFICANT MANAGEMENT FUNCTION OR SIGNIFICANT OWNERSHIP INTEREST. UNIVERSITY ADMINISTRATORS ARE REQUIRED TO ACT IN WAYS CONSISTENT WITH THEIR FIDUCIARY RESPONSIBILITIES TO THE UNIVERSITY. IF A UNIVERSITY ADMINISTRATOR BELIEVES THAT HE OR SHE MAY HAVE A CONFLICT OF INTEREST, THE ADMINISTRATOR SHALL PROMPTLY FULLY DISCLOSE THE CONFLICT TO THE PRESIDENT OF THE UNIVERSITY AND SHALL REFRAIN FROM PARTICIPATION IN ANY WAY IN THE MATTER TO WHICH THE CONFLICT RELATES UNTIL THE QUESTION HAS BEEN RESOLVED. THE PRESIDENT SHALL CONSULT WITH UNIVERSITY COUNSEL REGARDING ALL CONFLICT QUESTIONS OF WHICH HE IS INFORMED AND SHALL REPORT REGULARLY TO THE BOARD OF TRUSTEES ANY UNRESOLVED CONFLICT QUESTIONS. FORM 990, PART VI, SECTION B, LINE 15B FOR OFFICERS OTHER THAN THE PRESIDENT AND FOR KEY EMPLOYEES, AN INDEPENDENT SEARCH CONSULTANT WAS RETAINED FOR EACH SEARCH. SALARY DATA OF COMPARABLE AJCU (ASSOCIATION OF JESUIT COLLEGES AND UNIVERSITIES) INSTITUTIONS WAS USED IN THE DETERMINATION OF THE SALARY RANGE. THE INDEPENDENT SEARCH CONSULTANT ASSISTED WITH THE SETTING OF AN APPROPRIATE SALARY, WITH CONSIDERATION TO THE POSITION RESPONSIBILITIES AND THE MARKET. THE ORGANIZATION AND EXECUTIVE COMPENSATION COMMITTEE OF THE BOARD OF TRUSTEES IS RESPONSIBLE FOR SETTING SENIOR ADMINISTRATION'SANNUAL COMPENSATION. SALARIES ARE REVIEWED BASED UPON JOB ANALYSIS,MARKET CONDITIONS, AND PERFORMANCE. RECORDS OF THE MEETINGS ARE MAINTAINED BY THE ASSISTANT SECRETARY OF THE BOARD. FORM 990, PART VI, SECTION C, LINE 19 THE AUDITED FINANCIAL STATEMENTS AND THE FORM 990 ARE ON THE UNIVERSITY'S EXTERNAL WEBSITE. GOVERNING DOCUMENTS AND THE CONFLICT OF INTEREST POLICY ARE NOT AVAILABLE TO THE GENERAL PUBLIC. FORM 990, PART VI, SECTION B, LINE 15A: FR BRIAN F LINNANE SJ HAS TAKEN A VOW OF POVERTY AND DOES NOT RECEIVE A W-2 FOR HIS SERVICES TO THE UNIVERSITY. FORM 990, PART XI, LINE 9: CHANGE IN FAIR VALUE OF SPLIT INTEREST AGREEMENTS 3,534,813. THE LOYOLA NOTRE DAME LIBRARY INC 200 WINSTON AVENUE BALTIMORE MD 21212 520881396 LIBRARY MD 501(C)(3) 509A3III-FI N/A 0 POOLED INCOME FUND-1 4501 N CHARLES STREET BALTIMORE MD 21210 POOLED INCOME FD MD N/A T 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 1 0 THE LOYOLA NOTRE DAME LIBRARY INC R 3773262 FMV