LOYOLA UNIVERSITY OF CHICAGO: Form 990, tax year 2015
View the entire original 990 at ProPublica ↗
- Organization
- LOYOLA UNIVERSITY OF CHICAGO (EIN 36-1408475)
- Tax period
- 2015-07-01 to 2016-06-30
- Filed
- 2017-04-26
- IRS object ID
- 201741169349300129
- Schema version
- 2015v3.0
- 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 C
- Schedule D
- Schedule E
- Schedule F
- Schedule G
- Schedule I
- Schedule J
- Schedule K
- Schedule L
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2017-04-26T12:33:52-05:00 | ReturnTs |
| Tax Period End | 2016-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ERNST & YOUNG US LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 155 N Wacker Drive | AddressLine1Txt |
| City | Chicago | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60606 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2015-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 361408475 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LOYOLA UNIVERSITY OF CHICAGO | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % MALCOLM DOUGLAS CONTROLLER | InCareOfNm |
| Business Name Control | LOYO | BusinessNameControlTxt |
| Phone | 3129158722 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 820 N Michigan Avenue | AddressLine1Txt |
| City | Chicago | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 606112147 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ROBERT A MUNSON | PersonNm |
| Person Title | SR VP FINANCE & CFO | PersonTitleTxt |
| Signature | 2017-04-25 | SignatureDt |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | LUCILLE WHITE | PreparerPersonNm |
| PTIN | P00084069 | PTIN |
| Phone | 3128792000 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2015 | TaxYr |
| Build TS | 2021-01-29 14:40:06Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | JO ANN ROONEY | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 820 N MICHIGAN AVENUE | AddressLine1Txt |
| City | CHICAGO | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60611 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $974,986,554 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | www.luc.edu | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1909 | FormationYr |
| Legal Domicile State | IL | LegalDomicileStateCd |
| Activity Or Mission | WE ARE ONE OF THE NATION'S LARGEST JESUIT, CATHOLIC UNIVERSITIES WITH 16,000 STUDENTS. WE WORK TO EXPAND KNOWLEDGE THROUGH LEARNING, JUSTICE, AND FAITH. | ActivityOrMissionDesc |
| Voting Members Governing Body | 35 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 34 | VotingMembersIndependentCnt |
| Total Employee | 8680 | TotalEmployeeCnt |
| Total Volunteers | 342 | TotalVolunteersCnt |
| Total Gross UBI | -$388,783 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $79,561,102 | PYContributionsGrantsAmt |
| CY Contributions Grants | $68,385,171 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $612,705,401 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $633,565,143 | CYProgramServiceRevenueAmt |
| PY Investment Income | $24,034,128 | PYInvestmentIncomeAmt |
| CY Investment Income | $19,025,746 | CYInvestmentIncomeAmt |
| PY Other Revenue | $3,237,604 | PYOtherRevenueAmt |
| CY Other Revenue | $1,792,052 | CYOtherRevenueAmt |
| PY Total Revenue | $719,538,235 | PYTotalRevenueAmt |
| CY Total Revenue | $722,768,112 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $158,938,362 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $168,159,927 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $302,791,606 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $313,610,199 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $70,834 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $241,135 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $12,225,545 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $204,997,282 | PYOtherExpensesAmt |
| CY Other Expenses | $211,419,747 | CYOtherExpensesAmt |
| PY Total Expenses | $666,798,084 | PYTotalExpensesAmt |
| CY Total Expenses | $693,431,008 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $52,740,151 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $29,337,104 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $2,104,046,838 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,065,519,400 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $725,322,773 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $693,721,712 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $1,378,724,065 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $1,371,797,688 | NetAssetsOrFundBalancesEOYAmt |
| Mission | WE ARE ONE OF THE NATION'S LARGEST JESUIT, CATHOLIC UNIVERSITIES WITH 16,000 UNDERGRADUATE, GRADUATE, AND DOCTORAL STUDENTS. WE WORK TO EXPAND KNOWLEDGE THROUGH LEARNING, JUSTICE, AND FAITH. | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $507,497,949 | ExpenseAmt |
| Grant | $164,421,374 | GrantAmt |
| Revenue | $567,068,735 | RevenueAmt |
| Desc | HIGHER EDUCATION: LOYOLA UNIVERSITY CHICAGO EDUCATED APPROXIMATELY 10,000 UNDERGRADUATE & 6,000 GRADUATE & PROFESSIONAL STUDENTS. LOYOLA STRIVES TO DELIVER THE PREMIER UNDERGRADUATE EDUCATIONAL EXPERIENCE IN CHICAGO, CHARACTERIZED BY A TRANSFORMATIVE EXPERIENCE IN THE JESUIT TRADITION & A COMMITMENT TO THE UNDERSERVED. IN FURTHERANCE OF THESE EFFORTS, LOYOLA LAUNCHED ARRUPE COLLEGE, A 2 YEAR ASSOCIATE'S DEGREE PROGRAM FOR MOTIVATED STUDENTS WITH LIMITED FINANCIAL RESOURCES & AN INTEREST IN ATTENDING A 4 YEAR INSTITUTION AFTER GRADUATION. AT THE GRADUATE & PROFESSIONAL LEVELS, LOYOLA DELIVERS A HIGH-QUALITY EDUCATION THAT IS CHARACTERIZED BY EXCELLENCE, INNOVATION, JUSTICE, & LEADERSHIP. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $43,476,000 | ExpenseAmt |
| Grant | $2,818,743 | GrantAmt |
| Revenue | $0 | RevenueAmt |
| Desc | RESEARCH: LOYOLA UNIVERSITY CHICAGO ENGAGES IN EXTERNALLY FUNDED RESEARCH PROJECTS PRIMARILY IN MEDICINE AND THE BASIC SCIENCES. THROUGH LOYOLA'S STRITCH SCHOOL OF MEDICINE, THE UNIVERSITY IS FOCUSED ON THE DEVELOPMENT AND ADVANCEMENT OF MEDICAL KNOWLEDGE AS WELL AS THE TRAINING OF STUDENTS IN THE RESEARCH PROCESS. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $58,740,000 | ExpenseAmt |
| Grant | $919,810 | GrantAmt |
| Revenue | $67,665,082 | RevenueAmt |
| Desc | HIGHER EDUCATION AUXILIARY SERVICES: LOYOLA UNIVERSITY CHICAGO PROVIDES VARIOUS GOODS AND SERVICES FOR THE BENEFIT OF ITS STUDENTS, FACULTY AND STAFF, AND IN SUPPORT OF EDUCATIONAL ACTIVITIES. SERVICES INCLUDE STUDENT HOUSING, FOOD SERVICE, BOOKSTORES, RECREATIONAL FACILITIES AND TRANSPORTATION. | 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 | $609,713,949 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (true) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (true) | ScheduleBRequiredInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | Yes (true) | LobbyingActivitiesInd |
| Subject To Proxy Tax | false | SubjectToProxyTaxInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Conservation Easements | Yes (true) | ConservationEasementsInd |
| Collections Of Art | Yes (true) | CollectionsOfArtInd |
| Credit Counseling | Yes (true) | CreditCounselingInd |
| Temp Or Permanent Endowments | Yes (true) | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (true) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | Yes (true) | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | false | ReportProgramRelatedInvstInd |
| Report Other Assets | false | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (true) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | false | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | false | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (true) | ConsolidatedAuditFinclStmtInd |
| School Operating | Yes (true) | SchoolOperatingInd |
| Foreign Office | Yes (true) | ForeignOfficeInd |
| Foreign Activities | Yes (true) | ForeignActivitiesInd |
| More Than5000 K To Org | Yes (true) | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | Yes (true) | MoreThan5000KToIndividualsInd |
| Professional Fundraising | Yes (true) | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (true) | FundraisingActivitiesInd |
| Gaming Activities | false | GamingActivitiesInd |
| Operate Hospital | false | OperateHospitalInd |
| Grants To Organizations | Yes (true) | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (true) | GrantsToIndividualsInd |
| Schedule J Required | Yes (true) | ScheduleJRequiredInd |
| Tax Exempt Bonds | Yes (true) | TaxExemptBondsInd |
| Invest Tax Exempt Bonds | false | InvestTaxExemptBondsInd |
| Escrow Account | false | EscrowAccountInd |
| On Behalf Of Issuer | false | OnBehalfOfIssuerInd |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | false | PYExcessBenefitTransInd |
| Loan Outstanding | Yes (true) | LoanOutstandingInd |
| Grant To Related Person | Yes (true) | GrantToRelatedPersonInd |
| Business Rln With Org Mem | false | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | Yes (true) | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | false | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | Yes (true) | DeductibleNonCashContriInd |
| Deductible Art Contribution | Yes (true) | DeductibleArtContributionInd |
| Terminate Operations | false | TerminateOperationsInd |
| Partial Liquidation | false | PartialLiquidationInd |
| Disregarded Entity | false | DisregardedEntityInd |
| Related Entity | Yes (true) | RelatedEntityInd |
| Related Organization Ctrl Ent | Yes (true) | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | Yes (true) | TransactionWithControlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | false | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | false | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (true) | ScheduleORequiredInd |
| IRP Document | 18059 | IRPDocumentCnt |
| IRP Document W2 G | 1 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (true) | BackupWthldComplianceInd |
| Employee | 8680 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (true) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | Yes (true) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (true) | Form990TFiledInd |
| Foreign Financial Account | Yes (true) | ForeignFinancialAccountInd |
| Foreign Country | IT | ForeignCountryCd |
| Foreign Country | VM | ForeignCountryCd |
| Foreign Country | UK | ForeignCountryCd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | false | TaxablePartyNotificationInd |
| Nondeductible Contributions | false | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | Yes (true) | QuidProQuoContributionsInd |
| Quid Pro Quo Contri Discl | Yes (true) | QuidProQuoContriDisclInd |
| Form8282 Property Disposed Of | Yes (true) | Form8282PropertyDisposedOfInd |
| Form8282 Filed | 1 | Form8282FiledCnt |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | false | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 35 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 34 | IndependentVotingMemberCnt |
| Family Or Business Rln | Yes (true) | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | false | DelegationOfMgmtDutiesInd |
| Change To Org Documents | false | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | false | MembersOrStockholdersInd |
| Election Of Board Members | false | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | false | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (true) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (true) | MinutesOfCommitteesInd |
| Officer Mailing Address | false | OfficerMailingAddressInd |
| Local Chapters | false | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (true) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (true) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (true) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (true) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (true) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (true) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (true) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (true) | CompensationProcessOtherInd |
| Investment In Joint Venture | Yes (true) | InvestmentInJointVentureInd |
| Written Policy Or Procedure | Yes (true) | WrittenPolicyOrProcedureInd |
| States Where Copy Of Return Is Fld | AK | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | CO | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | HI | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MD | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MI | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NH | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | OK | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | OR | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | SC | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MALCOLM DOUGLAS CONTROLLER | PersonNm |
| Phone | 3129158722 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 820 N MICHIGAN AVENUE | AddressLine1Txt |
| City | CHICAGO | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60611 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part VII | Yes (X) | InfoInScheduleOPartVIIInd |
Form990 Part VII Section A Form990PartVIISectionAGrp (68 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | OfficerOfficerInd | Key EmployeeKeyEmployeeInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd | Former Ofcr Director TrusteeFormerOfcrDirectorTrusteeInd |
|---|---|---|---|---|---|---|---|---|---|---|
| Robert M Beavers Jr | ||||||||||
| Trustee (term ended 8/15) | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||||
| James P Bouchard | ||||||||||
| Trustee | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||||
| William A Brandt Jr | ||||||||||
| Trustee (Term Ended 6/16) | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||||
| Matthew E Carnes SJ | ||||||||||
| Trustee | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||||
| Charles W Denny | ||||||||||
| Trustee | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||||
| Christopher J Devron SJ | ||||||||||
| Trustee | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||||
| Melanie C Dreher | ||||||||||
| Trustee | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||||
| Mary Judith Duchossois | ||||||||||
| Trustee | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||||
| Paul J Fitzgerald SJ | ||||||||||
| Trustee | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||||
| John P Fitzgibbons SJ | ||||||||||
| Trustee | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||||
| Thomas P Greene SJ | ||||||||||
| Trustee | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||||
| Marvin Herman | ||||||||||
| Trustee | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||||
| Jackie Taylor Holsten | ||||||||||
| Trustee | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||||
| Patrick J Kelly | ||||||||||
| Trustee | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||||
| William G Kistner | ||||||||||
| Trustee | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||||
| William C Kunkler III | ||||||||||
| Trustee (Term Ended 6/16) | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||||
| Patrick C Lynch | ||||||||||
| Trustee | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||||
| Rocco Martino | ||||||||||
| Trustee | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||||
| Barry C McCabe | ||||||||||
| Trustee | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||||
| Carlos Montoya | ||||||||||
| Trustee | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||||
| Ruthellyn Musil | ||||||||||
| Vice Chair of Board, Trustee | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||||
| Allan J Norville | ||||||||||
| Trustee (Term ended 6/16) | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||||
| Robert L Parkinson Jr | ||||||||||
| Chairman of the Board, Trustee | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||||
| John P Pelissero | ||||||||||
| Interim President | 40.0 | 0.0 | Yes (X) | $422,081 | $0 | $47,081 | Yes (X) | |||
| Scott R Pilarz SJ | ||||||||||
| Trustee (term ended 12/15) | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||||
| Michael R Quinlan | ||||||||||
| Chairman Emer. term ended 6/16 | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||||
| Richard L Rodriguez | ||||||||||
| Trustee | 1.0 | 0.0 | Yes (X) | $4,500 | $0 | $0 | ||||
| Mark S Rzepczynski | ||||||||||
| Trustee | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||||
| John G Schreiber | ||||||||||
| Trustee | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||||
| Joseph T Seminetta | ||||||||||
| Trustee | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||||
| Niranjan S Shah | ||||||||||
| Trustee (term ended 8/15) | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||||
| Susan S Sher | ||||||||||
| Trustee | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||||
| Raymond F Simon | ||||||||||
| Trustee (term ended 6/16) | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||||
| George Andrews Smith | ||||||||||
| Trustee (term ended 7/16) | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||||
| Brian K Speers | ||||||||||
| Trustee | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||||
| Stephen P Squinto | ||||||||||
| Trustee | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||||
| Cynthia Stark | ||||||||||
| Trustee | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||||
| Joan E Steel | ||||||||||
| Trustee | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||||
| Julie H Sullivan | ||||||||||
| Trustee | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||||
| Robert A Sullivan | ||||||||||
| Trustee | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||||
| Mary Tolan | ||||||||||
| Trustee | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||||
| Kevin Willer | ||||||||||
| Trustee | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||||
| Mary Ann Zollmann BVM | ||||||||||
| Trustee | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||||
| Samuel Attoh | ||||||||||
| Interim Provost (thru 12/15) | 40.0 | 0.0 | $240,580 | $0 | $42,582 | Yes (X) | ||||
| Steven M Bergfeld | ||||||||||
| Sr VP Health Sciences Division | 40.0 | 0.0 | $283,691 | $0 | $44,507 | Yes (X) | ||||
| Patrick Boyle | ||||||||||
| Interim Provost (Eff. 1/1/16) | 40.0 | 0.0 | $230,776 | $0 | $70,471 | Yes (X) | ||||
| Margaret F Callahan | ||||||||||
| Provost, Health Sciences | 40.0 | 0.0 | $162,568 | $0 | $16,852 | Yes (X) | ||||
| Pamela G Costas | ||||||||||
| VP General Counsel & Secretary | 40.0 | 0.0 | $268,360 | $0 | $37,256 | Yes (X) | ||||
| Justin Daffron SJ | ||||||||||
| VP for Advancement | 40.0 | 0.0 | $0 | $0 | $0 | Yes (X) | ||||
| Philip D Hale | ||||||||||
| VP for Government Affairs | 40.0 | 0.0 | $201,931 | $0 | $39,077 | Yes (X) | ||||
| Emilio Iodice | ||||||||||
| VP, Dir. John Felice Rome Ctr. | 40.0 | 0.0 | $291,749 | $0 | $15,607 | Yes (X) | ||||
| Eric C Jones | ||||||||||
| Treas. & Chief Invest. Officer | 40.0 | 0.0 | $210,158 | $0 | $44,728 | Yes (X) | ||||
| Thomas M Kelly | ||||||||||
| Sr VP Admin. Services | 40.0 | 0.0 | $280,615 | $0 | $120,977 | Yes (X) | ||||
| Wayne Magdziarz | ||||||||||
| Sr VP for Capital Planning | 40.0 | 0.0 | $305,243 | $0 | $40,451 | Yes (X) | ||||
| Susan M Malisch | ||||||||||
| VP & Chief Information Officer | 40.0 | 0.0 | $313,582 | $0 | $39,421 | Yes (X) | ||||
| Robert Munson | ||||||||||
| Sr VP for Finance & CFO | 40.0 | 0.0 | $301,254 | $0 | $71,671 | Yes (X) | ||||
| Jane Neufeld | ||||||||||
| VP for Student Development | 40.0 | 0.0 | $224,274 | $0 | $34,333 | Yes (X) | ||||
| John Schietinger | ||||||||||
| Assistant Secretary | 40.0 | 0.0 | $135,388 | $0 | $42,590 | Yes (X) | ||||
| Kelly Shannon | ||||||||||
| VP Univ. Marketing & Comm. | 40.0 | 0.0 | $226,952 | $0 | $48,184 | Yes (X) | ||||
| Winifred Williams | ||||||||||
| VP HR, Chief Div. Officer | 40.0 | 0.0 | $232,745 | $0 | $21,053 | Yes (X) | ||||
| Linda Brubaker MD | ||||||||||
| Interim Provost HSD, Dean SSOM | 40.0 | 0.0 | $520,340 | $0 | $47,642 | Yes (X) | ||||
| Pieter DeTombe | ||||||||||
| Cell & Molecular Phys. Chair | 40.0 | 0.0 | $343,985 | $0 | $90,602 | Yes (X) | ||||
| Walter K Jones | ||||||||||
| Professor of Pharmacology | 40.0 | 0.0 | $311,790 | $0 | $46,107 | Yes (X) | ||||
| Porter A Moser | ||||||||||
| Head Basketball Coach | 40.0 | 0.0 | $420,211 | $0 | $49,046 | Yes (X) | ||||
| Michael I Nishimura | ||||||||||
| Professor Dept of Surgery | 40.0 | 0.0 | $397,959 | $0 | $44,107 | Yes (X) | ||||
| David N Yellen | ||||||||||
| Dean, School of Law | 40.0 | 0.0 | $426,931 | $0 | $54,646 | Yes (X) | ||||
| Kathleen A Getz | ||||||||||
| Former Key Employee | 40.0 | 0.0 | $152,459 | $0 | $29,331 | Yes (X) | ||||
| Abolhassan Jalilvand | ||||||||||
| Former Key Employee | 40.0 | 0.0 | $234,782 | $0 | $36,268 | Yes (X) | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $7,144,904 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $1,174,590 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 607 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | Yes (true) | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (true) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| POWER CONSTRUCTION COMPANY LLC | |||||
| 8750 W BRYN MAWR AVE | CHICAGO | IL | 60631 | CONSTRUCTION | $67,921,295 |
| B STROMBERG CONSTRUCTION COMPANY | |||||
| 5831 DEMPSTER ST | MORTON GROVE | IL | 60053 | CONSTRUCTION | $7,694,404 |
| THE MILLARD GROUP | |||||
| 7301 N CICERO AVE | LINCOLNWOOD | IL | 60712 | HOUSEKEEPING | $7,678,126 |
| BULLEY ANDREWS MASONRY | |||||
| 1755 W ARMITAGE AVE | CHICAGO | IL | 60622 | MASONRY AND ROOFING | $2,488,127 |
| POWER WELLNESS MANAGEMENT LLC | |||||
| 2055 W ARMY TRAIL RD SUITE 124 | ADDISON | IL | 60101 | FITNESS CENTER MGNT. | $2,035,943 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 23 | CntrctRcvdGreaterThan100KCnt |
| Fundraising | $1,365,909 | FundraisingAmt |
| Related Organizations | $153,171 | RelatedOrganizationsAmt |
| Government Grants | $33,185,924 | GovernmentGrantsAmt |
| All Other Contributions | $33,680,167 | AllOtherContributionsAmt |
| Noncash Contributions | $2,126,589 | NoncashContributionsAmt |
| Total Contributions | $68,385,171 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (4 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt | Unrelated Business RevenueUnrelatedBusinessRevenueAmt | ExclusionExclusionAmt |
|---|---|---|---|---|---|
| TUITION AND FEES | 611710 | $522,882,712 | $522,882,712 | $0 | $0 |
| AUXILIARY | 611710 | $67,665,081 | $67,665,081 | $0 | $0 |
| ACADEMIC SUPPORT - TRINITY HEALTH | 611710 | $23,408,537 | $23,408,537 | $0 | $0 |
| OTHER EDUCATION & GENERAL | 611710 | $19,608,813 | $19,608,813 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $633,565,143 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $11,535,768 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | -$636,409 | UnrelatedBusinessRevenueAmt |
| Exclusion | $12,172,177 | ExclusionAmt |
Incm From Invest Bond Proceeds IncmFromInvestBondProceedsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Royalties Revenue RoyaltiesRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $754,842 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $754,842 | RelatedOrExemptFuncIncomeAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $12,213,318 | RealAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $11,038,452 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $1,174,866 | RealAmt |
| Personal | $0 | PersonalAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,174,866 | TotalRevenueColumnAmt |
| Exclusion | $1,174,866 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $247,288,065 | SecuritiesAmt |
| Other | $282,318 | OtherAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $239,710,483 | SecuritiesAmt |
| Other | $369,922 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $7,577,582 | SecuritiesAmt |
| Other | -$87,604 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $7,489,978 | TotalRevenueColumnAmt |
| Exclusion | $7,489,978 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $293,209 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $1,365,909 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $1,097,572 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$804,363 | TotalRevenueColumnAmt |
| Exclusion | -$804,363 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gaming Gross Income | $7,262 | GamingGrossIncomeAmt |
| Gaming Direct Expenses | $2,013 | GamingDirectExpensesAmt |
Net Income From Gaming NetIncomeFromGamingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $5,249 | TotalRevenueColumnAmt |
| Exclusion | $5,249 | ExclusionAmt |
Net Income Or Loss NetIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Other Revenue Misc OtherRevenueMiscGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt | Unrelated Business RevenueUnrelatedBusinessRevenueAmt | ExclusionExclusionAmt |
|---|---|---|---|---|---|
| INTEREST ON STUDENT LOANS | 611600 | $413,832 | $413,832 | $0 | $0 |
| FITNESS CENTER | 713940 | $451,791 | $0 | $451,791 | $0 |
| CONFERENCE SERVICES | 523000 | -$226,431 | $0 | -$226,431 | $0 |
Miscellaneous Revenue MiscellaneousRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $22,266 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | $22,266 | UnrelatedBusinessRevenueAmt |
| Exclusion | $0 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $661,458 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $722,768,112 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $634,733,817 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | -$388,783 | UnrelatedBusinessRevenueAmt |
| Exclusion | $20,037,907 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,629,246 | TotalAmt |
| Program Services | $2,629,246 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $164,244,672 | TotalAmt |
| Program Services | $164,244,672 | ProgramServicesAmt |
Foreign Grants ForeignGrantsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,286,009 | TotalAmt |
| Program Services | $1,286,009 | 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 | $6,106,470 | TotalAmt |
| Program Services | $933,623 | ProgramServicesAmt |
| Management And General | $4,831,231 | ManagementAndGeneralAmt |
| Fundraising | $341,616 | FundraisingAmt |
Comp Disqual Persons CompDisqualPersonsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $190,689 | TotalAmt |
| Program Services | $107,134 | ProgramServicesAmt |
| Management And General | $83,555 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $237,935,553 | TotalAmt |
| Program Services | $209,153,698 | ProgramServicesAmt |
| Management And General | $23,156,838 | ManagementAndGeneralAmt |
| Fundraising | $5,625,017 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $21,441,660 | TotalAmt |
| Program Services | $18,200,224 | ProgramServicesAmt |
| Management And General | $2,646,748 | ManagementAndGeneralAmt |
| Fundraising | $594,688 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $31,689,593 | TotalAmt |
| Program Services | $27,240,235 | ProgramServicesAmt |
| Management And General | $3,624,109 | ManagementAndGeneralAmt |
| Fundraising | $825,249 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $16,246,234 | TotalAmt |
| Program Services | $14,568,556 | ProgramServicesAmt |
| Management And General | $1,390,070 | ManagementAndGeneralAmt |
| Fundraising | $287,608 | 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 | $344,222 | TotalAmt |
| Program Services | $75,110 | ProgramServicesAmt |
| Management And General | $269,112 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $496,483 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $496,483 | 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 | $241,135 | TotalAmt |
| Fundraising | $241,135 | FundraisingAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,062,151 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $3,062,151 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $22,433,921 | TotalAmt |
| Program Services | $19,597,366 | ProgramServicesAmt |
| Management And General | $2,437,717 | ManagementAndGeneralAmt |
| Fundraising | $398,838 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,734,721 | TotalAmt |
| Program Services | $2,085,011 | ProgramServicesAmt |
| Management And General | $1,448,285 | ManagementAndGeneralAmt |
| Fundraising | $201,425 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $26,107,904 | TotalAmt |
| Program Services | $24,315,926 | ProgramServicesAmt |
| Management And General | $1,081,364 | ManagementAndGeneralAmt |
| Fundraising | $710,614 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $10,099,430 | TotalAmt |
| Program Services | $5,198,466 | ProgramServicesAmt |
| Management And General | $4,757,677 | ManagementAndGeneralAmt |
| Fundraising | $143,287 | FundraisingAmt |
Royalties RoyaltiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,392 | TotalAmt |
| Program Services | $5,392 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $21,424,196 | TotalAmt |
| Program Services | $17,492,424 | ProgramServicesAmt |
| Management And General | $3,567,745 | ManagementAndGeneralAmt |
| Fundraising | $364,027 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,407,424 | TotalAmt |
| Program Services | $3,227,536 | ProgramServicesAmt |
| Management And General | $33,273 | ManagementAndGeneralAmt |
| Fundraising | $146,615 | 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 | $7,033,926 | TotalAmt |
| Program Services | $6,369,936 | ProgramServicesAmt |
| Management And General | $472,259 | ManagementAndGeneralAmt |
| Fundraising | $191,731 | FundraisingAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $16,439,790 | TotalAmt |
| Program Services | $14,699,533 | ProgramServicesAmt |
| Management And General | $1,375,932 | ManagementAndGeneralAmt |
| Fundraising | $364,325 | FundraisingAmt |
Payments To Affiliates PaymentsToAffiliatesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $54,479,845 | TotalAmt |
| Program Services | $48,206,415 | ProgramServicesAmt |
| Management And General | $5,281,612 | ManagementAndGeneralAmt |
| Fundraising | $991,818 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,802,946 | TotalAmt |
| Program Services | $1,292,517 | ProgramServicesAmt |
| Management And General | $448,073 | ManagementAndGeneralAmt |
| Fundraising | $62,356 | FundraisingAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| Auxiliary | $14,327,904 | $14,100,351 | $191,702 | $35,851 |
| INSTITUTIONAL SUPPORT | $4,784,044 | $4,012,190 | $108,050 | $663,804 |
| OPERATIONS AND MAINTENANCE | $2,420,926 | $2,183,958 | $203,216 | $33,752 |
| SPONSORED RESEARCH | $2,243,198 | $2,243,198 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $16,771,324 | TotalAmt |
| Program Services | $6,245,223 | ProgramServicesAmt |
| Management And General | $10,524,312 | ManagementAndGeneralAmt |
| Fundraising | $1,789 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $693,431,008 | TotalAmt |
| Program Services | $609,713,949 | ProgramServicesAmt |
| Management And General | $71,491,514 | ManagementAndGeneralAmt |
| Fundraising | $12,225,545 | FundraisingAmt |
Total Joint Costs TotalJointCostsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $23,206 | BOYAmt |
| EOY | $12,384 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $60,319,039 | BOYAmt |
| EOY | $66,579,059 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $32,166,191 | BOYAmt |
| EOY | $32,505,105 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $19,907,814 | BOYAmt |
| EOY | $23,488,614 | EOYAmt |
Receivables From Officers Etc ReceivablesFromOfficersEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $109,981 | BOYAmt |
| EOY | $0 | EOYAmt |
Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $21,814,452 | BOYAmt |
| EOY | $21,819,761 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,175 | BOYAmt |
| EOY | $1,377 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,844,159 | BOYAmt |
| EOY | $7,236,018 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $1,722,520,170 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $581,192,348 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,150,686,951 | BOYAmt |
| EOY | $1,141,327,822 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $395,947,952 | BOYAmt |
| EOY | $356,931,495 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $349,007,931 | BOYAmt |
| EOY | $373,167,326 | EOYAmt |
Investments Program Related InvestmentsProgramRelatedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $839,310 | 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 | $67,215,987 | BOYAmt |
| EOY | $41,611,129 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,104,046,838 | BOYAmt |
| EOY | $2,065,519,400 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $69,907,333 | BOYAmt |
| EOY | $49,693,476 | 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 | $42,343,056 | BOYAmt |
| EOY | $46,291,016 | EOYAmt |
Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $198,368,845 | BOYAmt |
| EOY | $194,909,410 | EOYAmt |
Escrow Account Liability EscrowAccountLiabilityGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,388,671 | BOYAmt |
| EOY | $1,537,191 | 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 | $9,995,586 | BOYAmt |
| EOY | $9,812,041 | EOYAmt |
Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $312,119,152 | BOYAmt |
| EOY | $279,396,864 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $91,200,130 | BOYAmt |
| EOY | $112,081,714 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $725,322,773 | BOYAmt |
| EOY | $693,721,712 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,038,147,664 | BOYAmt |
| EOY | $1,036,700,534 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $176,406,937 | BOYAmt |
| EOY | $165,132,156 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $164,169,464 | BOYAmt |
| EOY | $169,964,998 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,378,724,065 | BOYAmt |
| EOY | $1,371,797,688 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,104,046,838 | BOYAmt |
| EOY | $2,065,519,400 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $29,337,104 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$17,356,909 | NetUnrlzdGainsLossesInvstAmt |
| Donated Services And Use Fclts | $0 | DonatedServicesAndUseFcltsAmt |
| Investment Expense | $0 | InvestmentExpenseAmt |
| Prior Period Adjustments | $0 | PriorPeriodAdjustmentsAmt |
| Other Changes In Net Assets | -$18,906,572 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | false | AccountantCompileOrReviewInd |
| FS Audited | Yes (true) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Consolidated Basis Fincl Stmt | Yes (X) | ConsolidatedBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (true) | AuditCommitteeInd |
| Federal Grant Audit Required | Yes (true) | FederalGrantAuditRequiredInd |
| Federal Grant Audit Performed | Yes (true) | FederalGrantAuditPerformedInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| School | Yes (X) | SchoolInd |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $85,582,509 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $82,146,940 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $92,679,412 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $79,561,102 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $68,385,171 | CurrentTaxYearAmt |
| Total | $408,355,134 | TotalAmt |
Tax Rev Levied Orgnztnl Bnft170 TaxRevLeviedOrgnztnlBnft170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Govt Furn Srvc Fclts Vl170 GovtFurnSrvcFcltsVl170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $85,582,509 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $82,146,940 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $92,679,412 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $79,561,102 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $68,385,171 | CurrentTaxYearAmt |
| Total | $408,355,134 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $0 | SubstantialContributorsTotAmt |
| Public Support Total170 | $408,355,134 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $22,044,985 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $26,798,912 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $24,047,572 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $26,207,233 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $24,784,737 | CurrentTaxYearAmt |
| Total | $123,883,439 | TotalAmt |
Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $368,283 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $408,381 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,328,439 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $328,520 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $49,935 | CurrentTaxYearAmt |
| Total | $2,483,558 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $534,722,131 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $2,919,409,136 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.76368 | PublicSupportCY170Pct |
| Public Support PY170 | 0.77680 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
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 C IRS990ScheduleC
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grassroots Lobbying | TotalGrassrootsLobbyingGrp | |
| Total Direct Lobbying | TotalDirectLobbyingGrp | |
| Total Lobbying Expend | TotalLobbyingExpendGrp | |
| Other Exempt Purpose Expend | OtherExemptPurposeExpendGrp | |
| Total Exempt Purpose Expend | TotalExemptPurposeExpendGrp | |
| Lobbying Nontaxable Amount | LobbyingNontaxableAmountGrp | |
| Grassroots Nontaxable | GrassrootsNontaxableGrp | |
| Tot Lbbyng Grassroot Mns Non Tx | TotLbbyngGrassrootMnsNonTxGrp | |
| Tot Lbby Expend Mns Lbbyng Non Tx | TotLbbyExpendMnsLbbyngNonTxGrp | |
| Volunteers | Yes (true) | VolunteersInd |
| Paid Staff Or Management | Yes (true) | PaidStaffOrManagementInd |
| Media Advertisements | false | MediaAdvertisementsInd |
| Media Advertisements | $0 | MediaAdvertisementsAmt |
| Mailings Members | Yes (true) | MailingsMembersInd |
| Mailings Members | $0 | MailingsMembersAmt |
| Publications Or Broadcast | false | PublicationsOrBroadcastInd |
| Publications Or Broadcast | $0 | PublicationsOrBroadcastAmt |
| Grants Other Organizations | false | GrantsOtherOrganizationsInd |
| Grants Other Organizations | $0 | GrantsOtherOrganizationsAmt |
| Direct Contact Legislators | Yes (true) | DirectContactLegislatorsInd |
| Direct Contact Legislators | $240,985 | DirectContactLegislatorsAmt |
| Rallies Demonstrations | Yes (true) | RalliesDemonstrationsInd |
| Rallies Demonstrations | $1,747 | RalliesDemonstrationsAmt |
| Other Activities | false | OtherActivitiesInd |
| Other Activities | $0 | OtherActivitiesAmt |
| Total Lobbying Expenditures | $242,732 | TotalLobbyingExpendituresAmt |
| Not Described Section501c3 | false | NotDescribedSection501c3Ind |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | FORM 990, Schedule C, Part II-B, LINE 1 | FormAndLineReferenceDesc |
| Explanation | LOBBYING ACTIVITIES DURING FISCAL YEAR 2016, THE STATE OF ILLINOIS STUDENT FINANCIAL AID PROGRAM FOR LOW-INCOME STUDENTS, THE MONETARY AWARD PROGRAM (MAP), WAS NOT FUNDED DUE TO A BUDGET IMPASSE BETWEEN THE ILLINOIS GENERAL ASSEMBLY AND GOVERNER BRUCE RAUNER. ON APRIL 20, 2016, LOYOLA STUDENTS ADVOCATED FOR MAP GRANTS IN A RALLY AT THE STATE CAPITOL IN SPRINGFIELD, IL. ALSO DURING FISCAL YEAR 2016, LOYOLA STUDENTS ADVOCATED FOR ENVIRONMENTAL ISSUES AT THE STATE LEVEL AT THE ENVIRONMENTAL LOBBY DAY AT THE ILLINOIS STATE CAPITOL BUILDING IN SPRINGFIELD, IL. FORM 990, Schedule C, Part II-B, LINE 1B Paid Staff or Management PHILIP HALE, VICE PRESIDENT FOR GOVERNMENT AFFAIRS, IS REGISTERED AS A LOBBYIST WITH THE U.S. HOUSE OF REPRESENTATIVES, THE UNITED STATES SENATE, AND THE STATE OF ILLINOIS. FORM 990, Schedule C, Part II-B, LINE 1D Mailings to Members STATE LEGISLATORS WERE CONTACTED AND ASKED TO SUPPORT MAP GRANTS. FORM 990, Schedule C, Part II-B, LINE 1G Direct contact with legislators DURING FISCAL YEAR 2016, THE LOBBYING ACTIVITIES OF THE UNIVERSITY INVOLVED CONTACTS WITH LEGISLATORS AND THEIR STAFFS AT THE FEDERAL, STATE, AND CITY LEVELS. THESE CONTACTS, THROUGH OFFICE VISITS, PHONE CONVERSATIONS, AND LARGE GATHERINGS WERE PRINCIPALLY FOR PURPOSES OF GOODWILL AND FOR ISSUES RELATED TO STUDENT FINANCIAL AID AND TAX ISSUES AT THE FEDERAL, STATE, AND CITY LEVELS. ON APRIL 24,2016, LOYOLA STUDENTS PARTICIPATED IN AN ENVIRONMENTAL LOBBY DAY AT THE ILLINOIS STATE CAPITOL BUILDING IN SPRINGFIELD, IL TO SPEAK TO THEIR REPRESENTATIVES ABOUT PENDING LEGISLATION ON ENVIRONMENTAL ISSUES IN THE STATE OF ILLINOIS. FORM 990, Schedule C, Part II-B, LINE 1H Rallies and demonstrations ON APRIL 20, 2016 LOYOLA STUDENTS PARTICIPATED IN A RALLY AT THE STATE CAPITOL IN SPRINGFIELD TO SHOW SUPPORT FOR THE MONETARY AWARD PROGRAM (MAP). | ExplanationTxt |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Historic Structure | Yes (X) | HistoricStructureInd |
| Total Easements | 6 | TotalEasementsCnt |
| Historic Structure Easements | 6 | HistoricStructureEasementsCnt |
| States Easements Held | 1 | StatesEasementsHeldCnt |
| Written Policy Monitoring | false | WrittenPolicyMonitoringInd |
| Staff Hours Spent Enforcement | 10.00 | StaffHoursSpentEnforcementCnt |
| Expenses Incurred Enforcement | $938 | ExpensesIncurredEnforcementAmt |
Art Public Exhibition Amounts ArtPublicExhibitionAmountsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Revenues Included | $65,762 | RevenuesIncludedAmt |
| Assets Included | $19,375,894 | AssetsIncludedAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Held Works Art | HeldWorksArtGrp | |
| Collection Used Pub Exhibition | Yes (X) | CollectionUsedPubExhibitionInd |
| Coll Used Scholarly Rsrch | Yes (X) | CollUsedScholarlyRsrchInd |
| Collection Used Preservation | Yes (X) | CollectionUsedPreservationInd |
| Coll Used Loan Or Exch Prog | Yes (X) | CollUsedLoanOrExchProgInd |
Collection Used Other Purposes CollectionUsedOtherPurposesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Collection Used Other Purposes | Yes (X) | CollectionUsedOtherPurposesInd |
| Other Purposes | SEE PART XIII | OtherPurposesDesc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Solicited Assets Sale | false | SolicitedAssetsSaleInd |
| Agent Trustee Etc | false | AgentTrusteeEtcInd |
| Incl Escrow Custodial Acct Liab | Yes (true) | InclEscrowCustodialAcctLiabInd |
| Explanation Provided | Yes (X) | ExplanationProvidedInd |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $541,667,492 | BeginningYearBalanceAmt |
| Contributions | $9,640,439 | ContributionsAmt |
| Investment Earnings Or Losses | -$923,514 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $5,799,437 | GrantsOrScholarshipsAmt |
| Other Expenditures | $8,155,531 | OtherExpendituresAmt |
| Administrative Expenses | $2,815,157 | AdministrativeExpensesAmt |
| End Year Balance | $533,614,292 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $538,523,390 | BeginningYearBalanceAmt |
| Contributions | $14,444,806 | ContributionsAmt |
| Investment Earnings Or Losses | $3,971,451 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $5,433,629 | GrantsOrScholarshipsAmt |
| Other Expenditures | $7,286,289 | OtherExpendituresAmt |
| Administrative Expenses | $2,552,237 | AdministrativeExpensesAmt |
| End Year Balance | $541,667,492 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $461,948,836 | BeginningYearBalanceAmt |
| Contributions | $19,159,344 | ContributionsAmt |
| Investment Earnings Or Losses | $69,243,593 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $3,592,125 | GrantsOrScholarshipsAmt |
| Other Expenditures | $6,520,480 | OtherExpendituresAmt |
| Administrative Expenses | $1,715,778 | AdministrativeExpensesAmt |
| End Year Balance | $538,523,390 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $405,954,736 | BeginningYearBalanceAmt |
| Contributions | $14,241,770 | ContributionsAmt |
| Investment Earnings Or Losses | $51,691,184 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $2,806,701 | GrantsOrScholarshipsAmt |
| Other Expenditures | $5,336,025 | OtherExpendituresAmt |
| Administrative Expenses | $1,796,128 | AdministrativeExpensesAmt |
| End Year Balance | $461,948,836 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $388,739,191 | BeginningYearBalanceAmt |
| Contributions | $22,744,405 | ContributionsAmt |
| Investment Earnings Or Losses | $6,533,445 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $2,950,842 | GrantsOrScholarshipsAmt |
| Other Expenditures | $7,436,295 | OtherExpendituresAmt |
| Administrative Expenses | $1,675,168 | AdministrativeExpensesAmt |
| End Year Balance | $405,954,736 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.50000 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.28000 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.22000 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | false | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | false | EndowmentsHeldRelatedOrgInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | $21,136,363 | InvestmentCostOrOtherBasisAmt |
| Other Cost Or Other Basis | $135,234,106 | OtherCostOrOtherBasisAmt |
| Book Value | $156,370,469 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | $53,913,294 | InvestmentCostOrOtherBasisAmt |
| Other Cost Or Other Basis | $1,269,987,920 | OtherCostOrOtherBasisAmt |
| Depreciation | $450,681,146 | DepreciationAmt |
| Book Value | $873,220,068 | BookValueAmt |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | $379,361 | InvestmentCostOrOtherBasisAmt |
| Other Cost Or Other Basis | $57,751,811 | OtherCostOrOtherBasisAmt |
| Depreciation | $33,041,762 | DepreciationAmt |
| Book Value | $25,089,410 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | $854,105 | InvestmentCostOrOtherBasisAmt |
| Other Cost Or Other Basis | $145,512,397 | OtherCostOrOtherBasisAmt |
| Depreciation | $84,492,120 | DepreciationAmt |
| Book Value | $61,874,382 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $37,750,813 | OtherCostOrOtherBasisAmt |
| Depreciation | $12,977,320 | DepreciationAmt |
| Book Value | $24,773,493 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $1,141,327,822 | TotalBookValueLandBuildingsAmt |
| Financial Derivatives | FinancialDerivativesGrp | |
| Closely Held Equity Interests | CloselyHeldEquityInterestsGrp |
Other Securities OtherSecuritiesGrp (5 entries)
| DescDesc | Book ValueBookValueAmt | Method ValuationMethodValuationCd |
|---|---|---|
| MARKETABLE EQUITY INVESTMENTS | $214,424,121 | F |
| PRIVATE EQUITY INVESTMENTS | $54,879,488 | F |
| FIXED INCOME INVESTMENTS | $86,017,668 | F |
| REAL ESTATE | $17,770,377 | F |
| CASH CLEARING ACCOUNT | $75,672 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $373,167,326 | TotalBookValueSecuritiesAmt |
| Federal Income Tax Liability | $0 | FederalIncomeTaxLiabilityAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (4 entries)
| DescDesc | AmtAmt |
|---|---|
| COND. ASSET RETIREMENT OBLIGATION | $2,959,506 |
| REFUNDABLE ADVANCES - LOANS | $19,485,985 |
| PENSION AND OTHER POST RETIREMENT | $88,552,008 |
| CAPITAL LEASE OBLIGATION | $1,084,215 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $112,081,714 | TotalLiabilityAmt |
Supplemental Information Detail SupplementalInformationDetail (4 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, SCHEDULE D, PART II, QUESTIONS 5, 6, 7 AND 9 | CONSERVATION EASEMENTS THE UNIVERSITY HAS ONE PROPERTY LISTED ON THE NATIONAL REGISTER OF HISTORIC PLACES: THE MUNDELEIN CENTER. THE UNIVERSITY HAS FIVE PROPERTIES THAT ARE DESIGNATED AS CHICAGO LANDMARKS: THE MADONNA DELLA STRADA CHAPEL, LEWIS TOWERS, THE MUNDELEIN CENTER, BURROWES HALL AND PIPER HALL. THERE IS NO SPECIFIC WRITTEN POLICY REGARDING THE PERIODIC MONITORING, INSPECTION, VIOLATIONS, AND ENFORCEMENT OF THE CONSERVATION EASEMENTS HELD BY THE UNIVERSITY. HOWEVER, THE OFFICE OF THE GENERAL COUNSEL AND THE UNIVERSITY'S CAPITAL PLANNING GROUP ARE AWARE OF THE REGULATIONS AND RESTRICTIONS ATTACHED TO THESE BUILDINGS, AS DICTATED BY THE NATIONAL REGISTER OF HISTORIC PLACES, THE NATIONAL PARK SERVICE, AND THE COMMISSION ON CHICAGO LANDMARKS. AS SUCH, BEFORE ANY CHANGES, MODIFICATIONS OR RENOVATIONS ARE MADE TO THESE STRUCTURES, THE APPROPRIATE RULES AND REGULATIONS ARE REVIEWED AND FOLLOWED. IT IS ESTIMATED THAT STAFF MEMBERS SPEND APPROXIMATELY TEN HOURS ANNUALLY ON THESE ACTIVITIES. ADDITIONALLY, THE CONSERVATION EASEMENTS RELATED TO THE AFOREMENTIONED BUILDINGS ARE NOT REPORTED IN EITHER THE BALANCE SHEET OR THE REVENUE AND EXPENSE STATEMENT OF THE UNIVERSITY, AS THERE IS NO BOOK VALUE TO THOSE EASEMENTS. THEY ARE SOLELY MEASURES IN PLACE TO PROTECT THE HISTORICAL INTEGRITY OF THE BUILDINGS. |
| FORM 990, SCHEDULE D, PART III, QUESTION 4 | DESCRIPTION AND PURPOSE OF ORGANIZATION'S ART COLLECTIONS THE LOYOLA UNIVERSITY MUSEUM OF ART (LUMA) COLLECTION WAS DEVELOPED FOR NEW ACQUISITIONS OF ART THAT ADDRESS THE LUMA MISSION AS A COMPLEMENT TO THE D'ARCY COLLECTION AND INCLUDES ART AND ARTIFACTS FROM ANTIQUITIES TO THE PRESENT. RECENT ACQUISITIONS HAVE INCLUDED NEOLITHIC SCULPTURE, CONTEMPORARY PRINTS, DRAWINGS, PHOTOGRAPHS AND TEXTILES. LUMA IS DEDICATED TO THE EXPLORATION, PROMOTION AND UNDERSTANDING OF ART AND ARTISTIC EXPRESSION THAT ATTEMPTS TO ILLUMINATE THE ENDURING SPIRITUAL QUESTIONS AND CONCERNS OF ALL CULTURES AND SOCIETIES. THE MUSEUM INTERPRETS AND DISPLAYS THE UNIVERSITY'S MEDIEVAL AND RENAISSANCE COLLECTION, KNOWN AS THE MARTIN D'ARCY, S.J. COLLECTION, OTHER MUSEUM PERMANENT COLLECTIONS AND ROTATING EXHIBITIONS. AS A MUSEUM WITH AN INTEREST IN EDUCATION AND EDUCATIONAL PROGRAMMING, THE LOYOLA UNIVERSITY MUSEUM OF ART REFLECTS THE UNIVERSITY'S JESUIT MISSION AND IS DEDICATED TO HELPING MEN AND WOMEN OF ALL CREEDS EXPLORE THE ROOTS OF THEIR OWN FAITH AND SPIRITUAL QUEST. |
| FORM 990, SCHEDULE D, PART IV, QUESTION 2B | BALANCE SHEET ESCROW LIABILITIES EXPLANATION LOYOLA HOLDS ASSETS FOR VARIOUS STUDENT ORGANIZATIONS, STUDY ABROAD PROGRAMS, AND THIRD-PARTY SCHOLARSHIP AWARDS IN AGENCY ACCOUNTS, WHICH ARE PASS-THROUGH LIABILITY ACCOUNTS WHERE ASSETS ARE HELD FOR THE BENEFIT OF THE THIRD-PARTY. LOYOLA DOES NOT CONTROL HOW THESE FUNDS ARE SPENT AND HAS THESE ACCOUNTS SET UP FOR THE CONVENIENCE OF OUTSIDE ORGANIZATIONS TO USE LOYOLA'S SERVICES. |
| FORM 990, SCHEDULE D, PART V, QUESTION 4 | INTENDED USES OF ENDOWMENT FUNDS THE ENDOWMENT FUNDS HAVE BEEN ESTABLISHED TO PROVIDE A STABLE SOURCE OF FUNDING FOR UNIVERSITY ACADEMIC PROGRAMS, FINANCIAL AID, AND FACULTY SUPPORT ON A LONG-TERM TIME HORIZON. |
Schedule E IRS990ScheduleE
| Field | Value | IRS element (for citing) |
|---|---|---|
| Nondiscriminatory Policy Stmt | Yes (true) | NondiscriminatoryPolicyStmtInd |
| Policy Stmt In Brochures Etc | Yes (true) | PolicyStmtInBrochuresEtcInd |
| Plcy Pblczd Via Broadcast Media | Yes (true) | PlcyPblczdViaBroadcastMediaInd |
| Maintain Racial Comp Recs | Yes (true) | MaintainRacialCompRecsInd |
| Maintain Scholarships Recs | Yes (true) | MaintainScholarshipsRecsInd |
| Maintain Cpy Of Brochures Etc | Yes (true) | MaintainCpyOfBrochuresEtcInd |
| Maintain Cpy Of All Sol | Yes (true) | MaintainCpyOfAllSolInd |
| Discriminate Race Stdnts Rghts | false | DiscriminateRaceStdntsRghtsInd |
| Discriminate Race Admiss Plcy | false | DiscriminateRaceAdmissPlcyInd |
| Discriminate Race Emplm Fculty | false | DiscriminateRaceEmplmFcultyInd |
| Discriminate Race Schs | false | DiscriminateRaceSchsInd |
| Discriminate Race Educ Plcy | false | DiscriminateRaceEducPlcyInd |
| Discriminate Race Use Of Fclts | false | DiscriminateRaceUseOfFcltsInd |
| Discriminate Race Athlt Prog | false | DiscriminateRaceAthltProgInd |
| Discriminate Race Other Acty | false | DiscriminateRaceOtherActyInd |
| Government Financial Aid Rcvd | Yes (true) | GovernmentFinancialAidRcvdInd |
| Government Financial Aid Rvkd | false | GovernmentFinancialAidRvkdInd |
| Compliance With Rev Proc7550 | Yes (true) | ComplianceWithRevProc7550Ind |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, SCHEDULE E, PART I, LINE 3 | RACIALLY NONDISCRIMINATORY POLICY ON MAY 24, 2016 THE UNIVERSITY PUBLISHED ITS RACIALLY NONDISCRIMINATORY POLICY IN THE CHICAGO TRIBUNE, A WIDELY READ NEWSPAPER IN THE COMMUNITY. THIS YEAR'S ADVERTISEMENT WAS TITLED 'DIVERSITY IN THOUGHT, FAITH, AND PRACTICE.' |
| FORM 990, SCHEDULE E, PART I, LINE 6A | FINANCIAL AID OR ASSISTANCE FROM A GOVERNMENT AGENCY A NUMBER OF FEDERAL, STATE AND LOCAL AGENCIES ISSUE GRANTS AND CONTRACTS TO THE UNIVERSITY FOR RESEARCH, TRAINING AND GENERAL EDUCATIONAL SUPPORT. |
Schedule F IRS990ScheduleF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (true) | GrantRecordsMaintainedInd |
Account Activities Outside US AccountActivitiesOutsideUSGrp (18 entries)
| RegionRegionTxt | Type Of Activities ConductedTypeOfActivitiesConductedTxt | Specific Services ProvidedSpecificServicesProvidedTxt | Region Total ExpendituresRegionTotalExpendituresAmt | OfficesOfficesCnt | EmployeeEmployeeCnt |
|---|---|---|---|---|---|
| Central America and the Caribbean | Program Services | STUDY ABROAD PROGRAMS | $46,387 | ||
| East Asia and the Pacific | Program Services | STUDY ABROAD PROGRAMS | $609,685 | 1 | 23 |
| Europe (Including Iceland and Greenland) | Program Services | STUDY ABROAD PROGRAMS | $7,813,989 | 1 | 75 |
| Middle East and North Africa | Program Services | STUDY ABROAD PROGRAMS | $11,400 | ||
| North America | Program Services | STUDY ABROAD PROGRAMS | $8,209 | ||
| South America | Program Services | STUDY ABROAD PROGRAMS | $168,639 | ||
| East Asia and the Pacific | Program Services | FIELD RESEARCH & CONF. | $64,196 | ||
| Europe (Including Iceland and Greenland) | Program Services | CONF. TRAVEL/BOARD MTG | $143,104 | ||
| North America | Program Services | CONF. TRAVEL/RESEARCH | $7,732 | ||
| South America | Program Services | CONF. TRAVEL/STUDY ABR | $168,879 | ||
| South Asia | Program Services | CONFERENCE TRAVEL | $1,350 | ||
| Sub-Saharan Africa | Program Services | FIELD RESEARCH & CONF. | $2,268 | ||
| Central America and the Caribbean | Grantmaking | $43,105 | |||
| East Asia and the Pacific | Grantmaking | $19,295 | |||
| Europe (Including Iceland and Greenland) | Grantmaking | $14,040 | |||
| Sub-Saharan Africa | Grantmaking | $108,207 | |||
| Central America and the Caribbean | Investments | FOREIGN INVESTMENTS | $171,821,692 | ||
| Europe (Including Iceland and Greenland) | Investments | FOREIGN INVESTMENTS | $14,500,339 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Offices | 2 | SubtotalOfficesCnt |
| Subtotal Employees | 98 | SubtotalEmployeesCnt |
| Total Office | 2 | TotalOfficeCnt |
| Total Employee | 98 | TotalEmployeeCnt |
| Subtotal Spent | $181,052,177 | SubtotalSpentAmt |
| Continuation Spent | $14,500,339 | ContinuationSpentAmt |
| Total Spent | $195,552,516 | TotalSpentAmt |
Grants To Org Outside US GrantsToOrgOutsideUSGrp (7 entries)
| RegionRegionTxt | Purpose Of GrantPurposeOfGrantTxt | Cash GrantCashGrantAmt | Manner Of Cash DisbursementMannerOfCashDisbursementTxt |
|---|---|---|---|
| Sub-Saharan Africa | SICKLE CELL RESEARCH | $56,966 | WIRE TRSFR. |
| East Asia and the Pacific | WATER QUAL RESEARCH | $9,295 | WIRE TRSFR. |
| Sub-Saharan Africa | METS: ENERGY & OBESITY | $9,461 | WIRE TRSFR. |
| Europe (Including Iceland and Greenland) | MALARIA RESEARCH | $14,040 | WIRE TRSFR. |
| Sub-Saharan Africa | MALARIA RESEARCH | $41,780 | WIRE TRSFR. |
| Central America and the Caribbean | METS: ENERGY & OBESITY | $43,105 | WIRE TRSFR. |
| East Asia and the Pacific | WATER QUAL TESTING | $10,000 | WIRE TRSFR. |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 7 | Total501c3OrgCnt |
| Total Other Org | 0 | TotalOtherOrgCnt |
Foreign Individuals Grants ForeignIndividualsGrantsGrp (2 entries)
| Type Of AssistanceTypeOfAssistanceTxt | RegionRegionTxt | RecipientRecipientCnt | Cash GrantCashGrantAmt | Manner Of Cash DisbursementMannerOfCashDisbursementTxt |
|---|---|---|---|---|
| FELLOWSHIP | Europe (Including Iceland and Greenland) | 17 | $257,231 | WIRE TRSFR. |
| SCHOLARSHIP | Europe (Including Iceland and Greenland) | 24 | $839,281 | WIRE TRSFR. |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Transfer To Foreign Corp | Yes (true) | TransferToForeignCorpInd |
| Interest In Foreign Trust | false | InterestInForeignTrustInd |
| Foreign Corp Ownership | Yes (true) | ForeignCorpOwnershipInd |
| Passive Foreign Investmest Co | Yes (true) | PassiveForeignInvestmestCoInd |
| Foreign Partnership | Yes (true) | ForeignPartnershipInd |
| Boycott Countries | Yes (true) | BoycottCountriesInd |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, SCHEDULE F, PART I, QUESTION 2 | PROCEDURES FOR MONITORING USE OF GRANTS ANY ORGANIZATIONS AND ENTITIES RECEIVING GRANTS FROM LUC ARE REQUIRED TO SUBMIT ANNUAL PROGRESS REPORTS ON THE USE OF THESE FUNDS. THESE PROGRESS REPORTS ARE MONITORED AND REVIEWED BY THE PRINCIPAL INVESTIGATORS TO ENSURE FUNDS ARE BEING USED APPROPRIATELY. |
| FORM 990, SCHEDULE F, PART I, LINE 3, COLUMN (F) | DESCRIPTION OF HOW EXPENDITURES ARE REPORTED WE MAINTAIN A SEPARATE SUB-LEDGER RELATED TO OUR ROME CENTER STUDY ABROAD CAMPUS, WHICH INCLUDES THE EXPENSES RELATED TO THAT PROGRAM. FOR OTHER STUDY ABROAD PROGRAMS WHICH ARE CONDUCTED THROUGH OTHER EDUCATIONAL INSTITUTIONS, WE MAINTAIN SEPARATE ACCOUNTING UNITS WITHIN OUR GENERAL LEDGER IN ORDER TO TRACK THESE EXPENSES. |
| FORM 990, SCHEDULE F, PART II | METHOD USED TO ACCOUNT FOR CASH GRANTS IN PART II GRANT ASSISTANCE IS RECOGNIZED WHEN THE EXPENSES ARE INCURRED. WE MAINTAIN A SEPARATE ACCOUNTING UNIT FOR EACH GRANT WITHIN OUR GENERAL LEDGER IN ORDER TO TRACK THESE EXPENSES. |
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 (true) | AgrmtProfFundraisingActyInd |
Fundraiser Activity Info FundraiserActivityInfoGrp (3 entries)
| ActivityActivityTxt | Fundraiser Control Of FundsFundraiserControlOfFundsInd | Gross ReceiptsGrossReceiptsAmt | Retained By ContractorRetainedByContractorAmt | Net To OrganizationNetToOrganizationAmt |
|---|---|---|---|---|
| CAMPBELL COMPANY | ||||
| AUDIT/TRAIN | false | $0 | $200,365 | -$200,365 |
| THE ADVISORY BOARD COMPANY | ||||
| CONSULTING | false | $0 | $28,750 | -$28,750 |
| TOWERS WATSON PENNSYLVANIA | ||||
| CONSULTING | false | $0 | $12,020 | -$12,020 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Gross Receipts | $0 | TotalGrossReceiptsAmt |
| Total Retained By Contractors | $241,135 | TotalRetainedByContractorsAmt |
| Total Net To Organization | -$241,135 | TotalNetToOrganizationAmt |
| Licensed States | AL | LicensedStatesCd |
| Licensed States | AK | LicensedStatesCd |
| Licensed States | AZ | LicensedStatesCd |
| Licensed States | AR | LicensedStatesCd |
| Licensed States | CA | LicensedStatesCd |
| Licensed States | CO | LicensedStatesCd |
| Licensed States | CT | LicensedStatesCd |
| Licensed States | DC | LicensedStatesCd |
| Licensed States | FL | LicensedStatesCd |
| Licensed States | GA | LicensedStatesCd |
| Licensed States | HI | LicensedStatesCd |
| Licensed States | ID | LicensedStatesCd |
| Licensed States | IL | LicensedStatesCd |
| Licensed States | IN | LicensedStatesCd |
| Licensed States | IA | LicensedStatesCd |
| Licensed States | KS | LicensedStatesCd |
| Licensed States | KY | LicensedStatesCd |
| Licensed States | LA | LicensedStatesCd |
| Licensed States | ME | LicensedStatesCd |
| Licensed States | MD | LicensedStatesCd |
| Licensed States | MA | LicensedStatesCd |
| Licensed States | MI | LicensedStatesCd |
| Licensed States | MN | LicensedStatesCd |
| Licensed States | MS | LicensedStatesCd |
| Licensed States | MO | LicensedStatesCd |
| Licensed States | MT | LicensedStatesCd |
| Licensed States | NE | LicensedStatesCd |
| Licensed States | NV | LicensedStatesCd |
| Licensed States | NH | LicensedStatesCd |
| Licensed States | NJ | LicensedStatesCd |
| Licensed States | NM | LicensedStatesCd |
| Licensed States | NY | LicensedStatesCd |
| Licensed States | NC | LicensedStatesCd |
| Licensed States | ND | LicensedStatesCd |
| Licensed States | OH | LicensedStatesCd |
| Licensed States | OK | LicensedStatesCd |
| Licensed States | OR | LicensedStatesCd |
| Licensed States | PA | LicensedStatesCd |
| Licensed States | RI | LicensedStatesCd |
| Licensed States | SC | LicensedStatesCd |
| Licensed States | SD | LicensedStatesCd |
| Licensed States | TN | LicensedStatesCd |
| Licensed States | TX | LicensedStatesCd |
| Licensed States | UT | LicensedStatesCd |
| Licensed States | VT | LicensedStatesCd |
| Licensed States | VA | LicensedStatesCd |
| Licensed States | WA | LicensedStatesCd |
| Licensed States | WV | LicensedStatesCd |
| Licensed States | WI | LicensedStatesCd |
| Licensed States | WY | LicensedStatesCd |
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | STRITCH DINNER | Event1Nm |
| Gross Receipts Event1 | $667,109 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $541,817 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $125,292 | GrossRevenueEvent1Amt |
| Rent Facility Costs Event1 | $91,152 | RentFacilityCostsEvent1Amt |
| Food And Beverage Event1 | $182,574 | FoodAndBeverageEvent1Amt |
| Entertainment Event1 | $73,172 | EntertainmentEvent1Amt |
| Other Direct Expenses Event1 | $94,324 | OtherDirectExpensesEvent1Amt |
| Event2 | SCHREIBER GALA | Event2Nm |
| Gross Receipts Event2 | $603,250 | GrossReceiptsEvent2Amt |
| Charitable Contri Event2 | $546,400 | CharitableContriEvent2Amt |
| Gross Revenue Event2 | $56,850 | GrossRevenueEvent2Amt |
| Rent Facility Costs Event2 | $81,287 | RentFacilityCostsEvent2Amt |
| Food And Beverage Event2 | $125,654 | FoodAndBeverageEvent2Amt |
| Entertainment Event2 | $24,389 | EntertainmentEvent2Amt |
| Other Direct Expenses Event2 | $81,667 | OtherDirectExpensesEvent2Amt |
| Other Events Total | 4 | OtherEventsTotalCnt |
| Gross Receipts Other Events | $388,759 | GrossReceiptsOtherEventsAmt |
| Charitable Contri Other Events | $277,692 | CharitableContriOtherEventsAmt |
| Gross Revenue Other Events | $111,067 | GrossRevenueOtherEventsAmt |
| Rent Fclty Costs Other Events | $131,961 | RentFcltyCostsOtherEventsAmt |
| Food And Beverage Other Events | $157,750 | FoodAndBeverageOtherEventsAmt |
| Entertainment Other Events | $22,040 | EntertainmentOtherEventsAmt |
| Oth Direct Expnss Other Events | $31,602 | OthDirectExpnssOtherEventsAmt |
| Gross Receipts Total | $1,659,118 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $1,365,909 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $293,209 | GrossRevenueTotalEventsAmt |
| Rent Fclty Costs Total Events | $304,400 | RentFcltyCostsTotalEventsAmt |
| Food And Beverage Total Events | $465,978 | FoodAndBeverageTotalEventsAmt |
| Entertainment Total Events | $119,601 | EntertainmentTotalEventsAmt |
| Oth Direct Expnss Total Events | $207,593 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $1,097,572 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | -$804,363 | NetIncomeSummaryAmt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | FORM 990, SCHEDULE G, PART I, LINE 2B | FormAndLineReferenceDesc |
| Explanation | AMOUNTS PAID TO CONSULTANTS FOR TRAINING AND CONSULTING DURING FISCAL YEAR 2016, THE UNIVERSITY SPENT $241,135 FOR TRAINING AND CONSULTING SERVICES RELATED TO FUNDRAISING. THESE SERVICES DID NOT INCLUDE ACTUAL OR DIRECT FUNDRAISING BUT INSTEAD PROVIDED AN OPERATIONAL AUDIT OF THE ADVANCEMENT DIVISION, GENERAL TRAINING AND CONSULTING TO EMPLOYEES OF THE UNIVERSITY WORKING IN THE AREA OF FUNDRAISING. | ExplanationTxt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (true) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (44 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Non Cash AssistanceNonCashAssistanceAmt | Purpose Of GrantPurposeOfGrantTxt | Address Line2USAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|---|
| Albert Einstein College of Medicine | |||||||||
| 1300 Morris Park Avenue Belfer Bui | Bronx | NY | 10461 | 472209056 | 501(c)(3) | $50,624 | $0 | HIV RESEARCH | |
| American Heart Association | |||||||||
| PO Box 50035 | Prescott | AZ | 86304 | 135613797 | 501(c)(3) | $15,000 | $0 | Awards Ceremony Sponsorship | |
| Baylor College of Medicine | |||||||||
| PO Box 301207 | Dallas | TX | 75303 | 741613878 | 501(c)(3) | $14,247 | $0 | Breast Cancer Research | |
| Boston College | |||||||||
| 140 Commonwealth | Chestnut Hill | MA | 02467 | 042103545 | 501(c)(3) | $33,478 | $0 | Education Research | |
| Chicago Assn for Res & Education in Science | |||||||||
| PO Box 250 | Hines | IL | 60141 | 363334177 | 501(c)(3) | $62,055 | $0 | Stroke Recovery Research | |
| Chicago Foundation for Women | |||||||||
| 140 S Dearborn St STE 400 | Chicago | IL | 60603 | 363348160 | 501(c)(3) | $40,000 | $0 | Programming Evaluation | |
| Cristo Rey Network | |||||||||
| 14 E Jackson Blvd 1200 | Chicago | IL | 60604 | 364067307 | 501(c)(3) | $6,250 | $0 | Convocation Donation | |
| CRRA | |||||||||
| 4175 Cherokee Dr | Madison | WI | 53711 | 462837350 | 501(c)(3) | $5,100 | $0 | Religious Program Sponsorship | |
| DePaul University | |||||||||
| 1 East Jackson Blvd | Chicago | IL | 60604 | 362167048 | 501(c)(3) | $12,899 | Education Research | DEPARTMENT OF PERSONNEL SERVICES | |
| Harvard University | |||||||||
| PO Box 415649 | Boston | MA | 02241 | 042103580 | 501(c)(3) | $11,651 | $0 | Education Research | |
| In My Brother's Shoes Inc | |||||||||
| 435 West Diversey Pkwy | Chicago | IL | 60614 | 464606875 | 501(c)(3) | $20,000 | $0 | Ovarian Cancer Documentary | |
| International Town and Gown Association | |||||||||
| 1250 Tiger Blvd | Clemson | SC | 29631 | 263258634 | 501(c)(3) | $14,500 | $0 | Conference Sponsorship | |
| Lawrence Livermore National Laboratory | |||||||||
| Laboratory AO PO 5516 | Livermore | CA | 94551 | 205624386 | 170(c)(1) | $314,000 | $0 | Anthrax Vaccination Research | |
| Marquette University | |||||||||
| PO Box 1881 | Milwaukee | WI | 53201 | 390806251 | 501(c)(3) | $12,250 | $0 | Antibacterial Drug Research | |
| Medical University of South Carolina | |||||||||
| 19 Hagood Ave Ste 303 | Charleston | SC | 29425 | 576000722 | 170(c)(1) | $866,534 | $0 | Vitiligo Research | MSC 804 |
| MHLI - The Kennedy Forum Illinois | |||||||||
| 53 W Jackson Blvd Ste 510 | Chicago | IL | 60604 | 465714524 | 501(c)(3) | $10,000 | $0 | Forum Sponsorship | |
| Michigan State University | |||||||||
| 301 Adm Bldg | East Lansing | MI | 48824 | 386005984 | 170(c)(1) | $104,566 | $0 | Adolescence Sexuality Research | |
| Northwestern University | |||||||||
| 375 East Chicago Avenue | Chicago | IL | 60611 | 362167817 | 501(c)(3) | $7,500 | $0 | Skin Disease Research | |
| Peggy Notebaert Nature Museum | |||||||||
| 2430 N Cannon Drive | Chicago | IL | 60614 | 360895575 | 501(c)(3) | $19,023 | $0 | Butterfly Ball Sponsorship | |
| Purdue University | |||||||||
| 401 South Grant St | West Lafayette | IN | 47907 | 356002041 | 501(c)(3) | $349,344 | $0 | Viral Proteases Research | |
| Scott White Healthcare Foundation | |||||||||
| 2401 S 31st Street | Temple | TX | 76508 | 273513154 | 501(c)(3) | $35,310 | $0 | Cardiac Myosin Binding | |
| Tufts Medical Center Inc | |||||||||
| 800 Washington Street 817 | Boston | MA | 02111 | 043400617 | 501(c)(3) | $57,905 | $0 | Immunotherapeutic Research | |
| University of Illinois | |||||||||
| 506 S Wright Street | Urbana | IL | 61801 | 376000511 | 170(c)(1) | $16,751 | $0 | Cardioprotection Research | |
| University of Illinois at Chicago | |||||||||
| 1737 W Polk St 310 AOB | Chicago | IL | 60612 | 376000511 | 170(c)(1) | $154,245 | $0 | Hepatitis C Virus Detection | M/C 672 |
| University of Minnesota | |||||||||
| 505 Essex Street | Minneapolis | MN | 55455 | 416007513 | 170(c)(1) | $20,217 | $0 | Cardioprotection Research | |
| University of Notre Dame | |||||||||
| 940 Grace Hall | Notre Dame | IN | 46556 | 350868188 | 501(c)(3) | $17,026 | $0 | Blackbirds Prey Research | |
| University of Virginia | |||||||||
| PO Box 400195 | Charlottesville | VA | 22904 | 546001796 | 170(c)(1) | $22,304 | $0 | HIV RESEARCH | |
| American Quality Schools Corp | |||||||||
| 850 West Jackson | Chicago | IL | 60607 | 364298732 | 501(c)(3) | $6,625 | $0 | Federal Work Study Reimbursement | |
| Asian Human Services | |||||||||
| 4753 North Broadway 700 | Chicago | IL | 60640 | 363005889 | 501(c)(3) | $19,152 | $0 | Federal Work Study Reimbursement | |
| Circesteem | |||||||||
| 4730 N Sheridan Road | Chicago | IL | 60640 | 320050649 | 501(c)(3) | $24,046 | $0 | Federal Work Study Reimbursement | |
| Family Empowerment Center | |||||||||
| 1533 W Devon Ave | Chicago | IL | 60660 | 421570884 | 501(c)(3) | $7,611 | $0 | Federal Work Study Reimbursement | |
| Housing Opportunities for Women | |||||||||
| 1607 W Howard St 2nd Fl | Chicago | IL | 60626 | 363263818 | 501(c)(3) | $15,164 | $0 | Federal Work Study Reimbursement | |
| Immanuel Lutheran | |||||||||
| 1500 W Elmdale | Chicago | IL | 60660 | 362284282 | 501(c)(3) | $6,329 | $0 | Federal Work Study Reimbursement | PO BOX 1086 |
| Indo-American Center | |||||||||
| 6328 N California Ave | Chicago | IL | 60659 | 363689665 | 501(c)(3) | $5,216 | $0 | Federal Work Study Reimbursement | |
| Interfaith Worker Justice | |||||||||
| 1020 W Bryn Mawr 4th Fl | Chicago | IL | 60660 | 364063982 | 501(c)(3) | $5,636 | $0 | Federal Work Study Reimbursement | |
| Living Works | |||||||||
| 6808 N Ashland Blvd | chicago | IL | 60626 | 363946012 | 501(c)(3) | $19,169 | $0 | Federal Work Study Reimbursement | |
| McGaw YMCA | |||||||||
| 1000 Grove Street | evanston | IL | 60201 | 362169194 | 501(c)(3) | $16,596 | $0 | FEDERAL WORK STUDY REIMBURSEMENT | |
| Misericordia | |||||||||
| 6300 N Ridge Boulevard | Chicago | IL | 60645 | 362170153 | 501(c)(3) | $8,451 | $0 | FEDERAL WORK STUDY REIMBURSEMENT | |
| National Runaway Switchboard | |||||||||
| 3080 N Lincoln | Chicago | IL | 60657 | 362726331 | 501(c)(3) | $7,058 | $0 | FEDERAL WORK STUDY REIMBURSEMENT | |
| Northside Catholic Academy | |||||||||
| 6216 N Glenwood Ave | Chicago | IL | 60660 | 363956710 | 501(c)(3) | $5,960 | $0 | FEDERAL WORK STUDY REIMBURSEMENT | |
| Office of Catholic Charities | |||||||||
| 835 N Rush Street | Chicago | IL | 60611 | 362170821 | 501(c)(3) | $20,899 | $0 | FEDERAL WORK STUDY REIMBURSEMENT | |
| Sacred Heart Schools | |||||||||
| 6250 North Sheridan | Chicago | IL | 60660 | 362170839 | 501(c)(3) | $51,161 | $0 | FEDERAL WORK STUDY REIMBURSEMENT | |
| United Church of Rogers Park | |||||||||
| 1545 W Morse Ave | chicago | IL | 60626 | 362677402 | 501(c)(3) | $11,779 | FEDERAL WORK STUDY REIMBURSEMENT | ||
| Youth & Opportunity United Inc | |||||||||
| 1027 Sherman Avenue | Evanston | IL | 60202 | 362734966 | 501(C)(3) | $8,467 | FEDERAL WORK STUDY REIMBURSEMENT | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 44 | Total501c3OrgCnt |
| Total Other Org | 0 | TotalOtherOrgCnt |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp (2 entries)
| Grant TypeGrantTypeTxt | RecipientRecipientCnt | Non Cash AssistanceNonCashAssistanceAmt |
|---|---|---|
| FELLOWSHIPS | 132 | $1,010,098 |
| SCHOLARSHIPS | 11630 | $163,234,574 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | FORM 990, SCHEDULE I | FormAndLineReferenceDesc |
| Explanation | ORGANIZATION'S PROCEDURES TO MONITOR GRANT USE ALL GRANTS AND SCHOLARSHIPS ARE AWARDED ON A NONDISCRIMINATORY BASIS. AMOUNTS ARE APPLIED DIRECTLY TOWARDS A STUDENT'S TUITION, ROOM, AND BOARD COSTS, THEREBY ENSURING THE FUNDS ARE USED AS INTENDED. ADDITIONALLY, ANY ORGANIZATIONS AND ENTITIES RECEIVING SUBCONTRACT GRANTS FROM LOYOLA UNIVERSITY CHICAGO ARE REQUIRED TO SUBMIT ANNUAL PROGRESS REPORTS ON THE USE OF THESE FUNDS. THESE PROGRESS REPORTS ARE MONITORED AND REVIEWED BY THE PRINCIPAL INVESTIGATORS TO ENSURE FUNDS ARE BEING USED APPROPRIATELY. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| First Class Or Charter Travel | Yes (X) | FirstClassOrCharterTravelInd |
| Travel For Companions | Yes (X) | TravelForCompanionsInd |
| Idemnification Gross Up Pmts | Yes (X) | IdemnificationGrossUpPmtsInd |
| Housing Allowance Or Residence | Yes (X) | HousingAllowanceOrResidenceInd |
| Written Policy Ref T And E Expnss | Yes (true) | WrittenPolicyRefTAndEExpnssInd |
| Substantiation Required | Yes (true) | SubstantiationRequiredInd |
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | false | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | false | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | false | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | false | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | false | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | false | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | false | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | Yes (true) | AnyNonFixedPaymentsInd |
| Initial Contract Exception | false | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (25 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Samuel Attoh | ||||||||||||||
| Interim Provost (thru 12/15) | $153,078 | $0 | $0 | $0 | $87,502 | $0 | $27,302 | $0 | $16,300 | $0 | $284,182 | $0 | $0 | $0 |
| Steven M Bergfeld | ||||||||||||||
| Sr VP Health Sciences Division | $282,675 | $0 | $0 | $0 | $1,016 | $0 | $29,250 | $0 | $16,437 | $0 | $329,378 | $0 | $0 | $0 |
| Patrick Boyle | ||||||||||||||
| Interim Provost (Eff. 1/1/16) | $228,321 | $0 | $0 | $0 | $2,455 | $0 | $26,725 | $0 | $44,843 | $0 | $302,344 | $0 | $0 | $0 |
| Linda Brubaker MD | ||||||||||||||
| Interim Provost HSD, Dean SSOM | $516,971 | $0 | $0 | $0 | $3,369 | $0 | $29,250 | $0 | $19,921 | $0 | $569,511 | $0 | $0 | $0 |
| Margaret F Callahan | ||||||||||||||
| Provost, Health Sciences | $127,510 | $0 | $0 | $0 | $35,058 | $0 | $9,250 | $0 | $8,035 | $0 | $179,853 | $0 | $0 | $0 |
| Pamela G Costas | ||||||||||||||
| VP General Counsel & Secretary | $267,435 | $0 | $0 | $0 | $925 | $0 | $29,000 | $0 | $9,396 | $0 | $306,756 | $0 | $0 | $0 |
| Pieter DeTombe | ||||||||||||||
| Cell & Molecular Phys. Chair | $341,663 | $0 | $0 | $0 | $2,322 | $0 | $29,250 | $0 | $62,651 | $0 | $435,886 | $0 | $0 | $0 |
| Kathleen A Getz | ||||||||||||||
| Former Key Employee | $151,388 | $0 | $0 | $0 | $1,071 | $0 | $18,233 | $0 | $11,722 | $0 | $182,414 | $0 | $0 | $0 |
| Philip D Hale | ||||||||||||||
| VP for Government Affairs | $193,699 | $0 | $7,000 | $0 | $1,232 | $0 | $21,797 | $0 | $18,203 | $0 | $241,931 | $0 | $0 | $0 |
| Emilio Iodice | ||||||||||||||
| VP, Dir. John Felice Rome Ctr. | $177,456 | $0 | $0 | $0 | $114,293 | $0 | $14,669 | $0 | $1,680 | $0 | $308,098 | $0 | $0 | $0 |
| Abolhassan Jalilvand | ||||||||||||||
| Former Key Employee | $232,358 | $0 | $0 | $0 | $2,424 | $0 | $20,988 | $0 | $16,371 | $0 | $272,141 | $0 | $0 | $0 |
| Eric C Jones | ||||||||||||||
| Treas. & Chief Invest. Officer | $209,683 | $0 | $0 | $0 | $475 | $0 | $21,000 | $0 | $24,722 | $0 | $255,880 | $0 | $0 | $0 |
| Walter K Jones | ||||||||||||||
| Professor of Pharmacology | $309,526 | $0 | $0 | $0 | $2,264 | $0 | $21,300 | $0 | $26,075 | $0 | $359,165 | $0 | $0 | $0 |
| Thomas M Kelly | ||||||||||||||
| Sr VP Admin. Services | $279,599 | $0 | $0 | $0 | $1,016 | $0 | $29,250 | $0 | $92,907 | $0 | $402,772 | $0 | $0 | $0 |
| Wayne Magdziarz | ||||||||||||||
| Sr VP for Capital Planning | $301,133 | $0 | $0 | $0 | $4,110 | $0 | $28,960 | $0 | $12,703 | $0 | $346,906 | $0 | $0 | $0 |
| Susan M Malisch | ||||||||||||||
| VP & Chief Information Officer | $285,557 | $0 | $25,000 | $0 | $3,025 | $0 | $29,250 | $0 | $11,357 | $0 | $354,189 | $0 | $0 | $0 |
| Porter A Moser | ||||||||||||||
| Head Basketball Coach | $419,401 | $0 | $0 | $0 | $810 | $0 | $26,500 | $0 | $23,844 | $0 | $470,555 | $0 | $0 | $0 |
| Robert Munson | ||||||||||||||
| Sr VP for Finance & CFO | $300,037 | $0 | $0 | $0 | $1,217 | $0 | $29,250 | $0 | $43,647 | $0 | $374,151 | $0 | $0 | $0 |
| Jane Neufeld | ||||||||||||||
| VP for Student Development | $223,502 | $0 | $0 | $0 | $772 | $0 | $24,327 | $0 | $11,047 | $0 | $259,648 | $0 | $0 | $0 |
| Michael I Nishimura | ||||||||||||||
| Professor Dept of Surgery | $301,368 | $0 | $94,450 | $0 | $2,141 | $0 | $26,600 | $0 | $18,755 | $0 | $443,314 | $0 | $0 | $0 |
| John P Pelissero | ||||||||||||||
| Interim President | $401,143 | $0 | $15,000 | $0 | $5,938 | $0 | $29,250 | $0 | $19,129 | $0 | $470,460 | $0 | $0 | $0 |
| John Schietinger | ||||||||||||||
| Assistant Secretary | $135,232 | $0 | $0 | $0 | $156 | $0 | $14,744 | $0 | $28,518 | $0 | $178,650 | $0 | $0 | $0 |
| Kelly Shannon | ||||||||||||||
| VP Univ. Marketing & Comm. | $225,356 | $0 | $100 | $0 | $1,496 | $0 | $22,787 | $0 | $26,464 | $0 | $276,203 | $0 | $0 | $0 |
| Winifred Williams | ||||||||||||||
| VP HR, Chief Div. Officer | $207,008 | $0 | $0 | $0 | $25,737 | $0 | $13,750 | $0 | $8,250 | $0 | $254,745 | $0 | $0 | $0 |
| David N Yellen | ||||||||||||||
| Dean, School of Law | $424,609 | $0 | $0 | $0 | $2,322 | $0 | $29,250 | $0 | $26,695 | $0 | $482,876 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | FORM 990, SCHEDULE J, PART I, QUESTION 1A | FormAndLineReferenceDesc |
| Explanation | CHARTER TRAVEL THE UNIVERSITY CHARTERS AIRCRAFT FOR THE PURPOSE OF TRANSPORTING THE BASKETBALL TEAM TO INTERCOLLEGIATE ATHLETIC EVENT LOCATIONS. IN INSTANCES WHERE A UNIVERSITY EMPLOYEE AND/OR THEIR FAMILY MEMBER TRAVELS ON A UNIVERSITY CHARTERED FLIGHT, WITHOUT A UNIVERSITY BUSINESS PURPOSE, THE UNIVERSITY DETERMINES THE TAXABLE VALUE, WHICH MAY BE ZERO, OF THE CHARTERED TRAVEL PROVIDED TO THE EMPLOYEE AND/OR THEIR FAMILY MEMBER AND INCLUDES THE AMOUNT AS TAXABLE WAGES OF THE EMPLOYEE. COMPANION TRAVEL UNIVERSITY-FUNDED EXPENSES FOR SPOUSES ARE TAXABLE COMPENSATION TO THE EMPLOYEE UNLESS THERE IS A DOCUMENTED "BONA FIDE BUSINESS PURPOSE" FOR THE SPOUSE. UNDER LIMITED CIRCUMSTANCES, THE UNIVERSITY MAY APPROVE EXPENSES FOR AN EMPLOYEE'S SPOUSE. GENERALLY THESE SITUATIONS ARE RELATED TO ALUMNI OR DONOR EVENTS WHERE DIRECT UNIVERSITY BENEFIT IS DERIVED FROM THE ATTENDANCE OF THE SPOUSE. IF A BONA FIDE BUSINESS PURPOSE DOES NOT EXIST, ANY AMOUNTS REIMBURSED OR PAID DIRECTLY FOR SPOUSAL EXPENSES MUST BE INCLUDED IN THE TAXABLE WAGES OF THE EMPLOYEE. TAX INDEMNIFICATION AND GROSS-UP PAYMENTS EMILIO IODICE RECEIVED A TAX GROSS-UP PAYMENT OF $112,274 TO COVER ITALIAN TAXES, AS HE IS AN EMPLOYEE OF THE UNIVERSITY'S JOHN FELICE ROME CENTER CAMPUS IN ITALY. HOUSING ALLOWANCE OR RESIDENCE FOR PERSONAL USE ONE OFFICER THAT RELOCATED TO CHICAGO WAS GIVEN A HOUSING ALLOWANCE IN CALENDAR YEAR 2015. THE HOUSING ALLOWANCE WAS CONSIDERED TAXABLE COMPENSATION TO THE EMPLOYEE. THIS WAS INTENDED TO COVER TEMPORARY HOUSING UNTIL THE OFFICER OBTAINED A PERMANENT RESIDENCE. FORM 990, SCHEDULE J, PART I, QUESTION 7 SUPPLEMENTAL COMPENSATION INFORMATION THREE PEOPLE LISTED IN PART VII, SECTION A, LINE 1A RECEIVED A PERFORMANCE BONUS DURING CALENDAR YEAR 2015. | ExplanationTxt |
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 |
|---|---|---|---|---|---|---|---|---|
| Illinois Finance Authority | ||||||||
| A | 861091967 | 45200B2C1 | 2007-04-12 | $28,980,884 | Refund 1997A bonds issued 7/9/97 | Yes (true) | false | false |
| Illinois Finance Authority | ||||||||
| B | 861091967 | 45203TFZ4 | 2008-06-04 | $80,000,000 | Refund & new const; see Part VI | false | false | false |
| Illinois Finance Authority | ||||||||
| C | 861091967 | 45203HHM7 | 2012-05-31 | $104,526,524 | Refund & new const; see Part VI | false | false | false |
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 | Current RefundingCurrentRefundingInd | Advance RefundingAdvanceRefundingInd | Final Allocation MadeFinalAllocationMadeInd | Adequate Books And Rec MaintAdequateBooksAndRecMaintInd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| A | $2,100,000 | $2,500,000 | $28,980,884 | $0 | $0 | $0 | $330,482 | $0 | $0 | $0 | $28,650,402 | $0 | 2007 | Yes (true) | false | Yes (true) | Yes (true) |
| B | $5,960,000 | $0 | $80,082,002 | $0 | $0 | $0 | $0 | $0 | $0 | $45,131,597 | $34,950,405 | $0 | 2009 | Yes (true) | false | Yes (true) | Yes (true) |
| C | $3,410,000 | $0 | $104,575,017 | $0 | $0 | $0 | $391,389 | $0 | $0 | $60,492,499 | $43,691,129 | $0 | 2013 | false | Yes (true) | Yes (true) | Yes (true) |
Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp (3 entries)
| Bond ReferenceBondReferenceCd | Private Bus Use By OthersPrivateBusUseByOthersPct | Owning Bond Financed PropertyOwningBondFinancedPropertyInd | Any Lease ArrangementsAnyLeaseArrangementsInd | Mgmt Contract Bond Fincd PropMgmtContractBondFincdPropInd | Engage Bond Counsel ContractsEngageBondCounselContractsInd | Any Research AgreementsAnyResearchAgreementsInd | Bond Iss Meet Prvt Sec Pymt TestBondIssMeetPrvtSecPymtTestInd | Change In Use Bond Financed PropChangeInUseBondFinancedPropInd | Remedial Action TakenRemedialActionTakenInd | Procs Nonqualified Bond RemdtdProcsNonqualifiedBondRemdtdInd |
|---|---|---|---|---|---|---|---|---|---|---|
| A | 0 | |||||||||
| B | 0 | false | Yes (true) | Yes (true) | Yes (true) | false | false | false | false | Yes (true) |
| C | 0 | false | false | Yes (true) | Yes (true) | false | false | false | false | Yes (true) |
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 | Business Name Line1GICProviderName/BusinessNameLine1Txt | Gross Proceeds InvestedGrossProceedsInvestedInd | Written Proc To Monitor ReqsWrittenProcToMonitorReqsInd |
|---|---|---|---|---|---|---|---|---|---|---|
| 0 | ||||||||||
| A | false | false | Yes (true) | false | false | false | false | 0 | false | Yes (true) |
| 0 | ||||||||||
| B | false | false | Yes (true) | false | Yes (true) | false | false | 0 | false | Yes (true) |
| 0 | ||||||||||
| C | false | false | Yes (true) | false | false | false | false | 0 | false | Yes (true) |
Procedures Corrective Action ProceduresCorrectiveActionGrp (3 entries)
| Bond ReferenceBondReferenceCd | Procedures Corrective ActionProceduresCorrectiveActionInd |
|---|---|
| A | Yes (true) |
| B | Yes (true) |
| C | Yes (true) |
Supplemental Information Detail SupplementalInformationDetail (4 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, SCHEDULE K, PART I, LINE B, COLUMN F | THE 2008 NOTES REFUNDED THE 2004B BONDS ISSUED 12/2/2004 AND THE REMAINING PROCEEDS FINANCED CONSTRUCTION AND EQUIPPING OF VARIOUS EDUCATIONAL FACILITIES. |
| FORM 990, SCHEDULE K, PART I, LINE C, COLUMN F | THE 2012B BONDS REFUNDED THE 2003A BONDS ISSUED 7/16/2003 AND THE 2004A BONDS ISSUED 12/2/2004, AND THE REMAINING PROCEEDS FINANCED CONSTRUCTION AND EQUIPPING OF VARIOUS EDUCATIONAL FACILITIES. |
| FORM 990, SCHEDULE K, PART II, LINE 3 | COLUMN B: THE TOTAL AMOUNT OF $80,082,002 INCLUDES THE ORIGINAL ISSUE PRICE OF $80,000,000 AND $82,002 OF INVESTMENT EARNINGS. COLUMN C: THE TOTAL AMOUNT OF $104,575,017 INCLUDES THE ORIGINAL ISSUE PRICE OF $104,526,524 AND $48,493 OF INVESTMENT EARNINGS(EXCLUDING EARNINGS IN THE REFUNDING ESCROWS). FORM 990, SCHEDULE K, PART II, LINE 8, COLUMN B ACCORDING TO LINE 25 OF FORM 8038 FILED FOR THE 6/4/2008 BOND ISSUANCE,$856,473.61 OF BOND PROCEEDS WERE ALLOCATED TO CREDIT ENHANCEMENT FEES. HOWEVER, THESE PROCEEDS WERE ULTIMATELY USED FOR CONSTRUCTIONS COSTS. THEREFORE, THIS AMOUNT IS REPORTED ON SCHEDULE K, PART II, LINE 10 INSTEAD OF ON SCHEDULE K, PART II, LINE 8. |
| FORM 990, SCHEDULE K, PART III, LINE 3B, COLUMN B & C | THE UNIVERSITY HAS A CONTRACT POLICY THAT REQUIRES REVIEW OF CERTAIN CONTRACTS BY THE UNIVERSITY'S FINANCE AND LEGAL DEPARTMENTS. MANAGEMENT AND SERVICE CONTRACTS RELEVANT TO THE BOND-FINANCED FACILITIES AND ENTERED INTO PURSUANT TO THE POLICY HAVE BEEN REVIEWED BY OUTSIDE COUNSEL AND DETERMINED TO HAVE MET THE SAFE HARBOR UNDER REV PROC 97-13. FORM 990, SCHEDULE K, PART III, LINE 3C, COLUMN B & C ALTHOUGH CERTAIN RESEARCH CONTRACTS "MAY" GIVE RISE TO PRIVATE USE, ALL RESEARCH FACILITIES IN THE PARTIALLY BOND-FINANCED BUILDINGS WERE FUNDED WITH EQUITY AT THE TIME OF THE BOND ISSUANCE. FORM 990, SCHEDULE K, PART III, LINES 4-6, COLUMNS B AND C ANTICIPATED PRIVATE USE WAS CARVED OUT OF THE BOND FINANCING AND FUNDED WITH EQUITY AT THE TIME OF THE DEBT ISSUANCE. |
Schedule L IRS990ScheduleL
Grnt Asst Bnft Interested Prsn GrntAsstBnftInterestedPrsnGrp (2 entries)
| Relationship With OrgRelationshipWithOrgTxt | Cash GrantCashGrantAmt | Type Of AssistanceTypeOfAssistanceTxt | Assistance PurposeAssistancePurposeTxt |
|---|---|---|---|
| NA | |||
| N/A | $3,000 | SCHOLARSHIP | TUITION |
| NA | |||
| N/A | $4,638 | GRANT | TUITION |
Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp (2 entries)
| Relationship DescriptionRelationshipDescriptionTxt | TransactionTransactionAmt | TransactionTransactionDesc | Sharing Of RevenuesSharingOfRevenuesInd |
|---|---|---|---|
| CECILIA RODRIGUEZ | |||
| SPOUSE OF TRUSTEE | $83,555 | EMPLOYMENT | false |
| JENNIFER BOYLE | |||
| SPOUSE OF OFFICER | $101,275 | EMPLOYMENT | false |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | FORM 990, SCHEDULE L, PART IV | FormAndLineReferenceDesc |
| Explanation | BUSINESS TRANSACTIONS WITH INTERESTED PERSONS CECILIA RODRIGUEZ, WIFE OF RICHARD RODRIGUEZ, TRUSTEE, IS EMPLOYED BY THE REPORTING ORGANIZATION. MR. RODRIGUEZ HAS NO DIRECT CONTROL OVER HER COMPENSATION. JENNIFER BOYLE, WIFE OF PATRICK BOYLE, INTERIM PROVOST, IS EMPLOYED BY THE REPORTING ORGANIZATION. MR. BOYLE HAS NO DIRECT CONTROL OVER HER COMPENSATION. | ExplanationTxt |
Schedule M IRS990ScheduleM
Works Of Art WorksOfArtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 79 | ContributionCnt |
| Noncash Contributions Rpt F990 | $65,762 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | OPINIONS OF EXPERTS | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Art Historical Treasures | ArtHistoricalTreasuresGrp | |
| Art Fractional Interest | ArtFractionalInterestGrp |
Books And Publications BooksAndPublicationsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Noncash Contributions Rpt F990 | $3,949 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | COST/SELLING PRICE | MethodOfDeterminingRevenuesTxt |
Clothing And Household Goods ClothingAndHouseholdGoodsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Noncash Contributions Rpt F990 | $5,329 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | COST/SELLING PRICE | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cars And Other Vehicles | CarsAndOtherVehiclesGrp | |
| Boats And Planes | BoatsAndPlanesGrp | |
| Intellectual Property | IntellectualPropertyGrp |
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 88 | ContributionCnt |
| Noncash Contributions Rpt F990 | $1,687,149 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | COST/SELLING PRICE | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities Closely Held Stock | SecuritiesCloselyHeldStockGrp | |
| Secur Prtnrshp Trust Intrsts | SecurPrtnrshpTrustIntrstsGrp | |
| Securities Miscellaneous | SecuritiesMiscellaneousGrp | |
| Qualified Contrib Hist Struct | QualifiedContribHistStructGrp | |
| Qualified Contrib Other | QualifiedContribOtherGrp |
Real Estate Residential RealEstateResidentialGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 1 | ContributionCnt |
| Noncash Contributions Rpt F990 | $280,000 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | COST/SELLING PRICE | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real Estate Commercial | RealEstateCommercialGrp | |
| Real Estate Other | RealEstateOtherGrp |
Collectibles CollectiblesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 9 | ContributionCnt |
| Noncash Contributions Rpt F990 | $4,005 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | COST/SELLING PRICE | MethodOfDeterminingRevenuesTxt |
Food Inventory FoodInventoryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 682 | ContributionCnt |
| Noncash Contributions Rpt F990 | $19,760 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | COST/SELLING PRICE | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Drugs And Medical Supplies | DrugsAndMedicalSuppliesGrp | |
| Taxidermy | TaxidermyGrp | |
| Historical Artifacts | HistoricalArtifactsGrp |
Scientific Specimens ScientificSpecimensGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 118 | ContributionCnt |
| Noncash Contributions Rpt F990 | $3,450 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | COST/SELLING PRICE | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Archaeological Artifacts | ArchaeologicalArtifactsGrp |
Other Non Cash Contri Table OtherNonCashContriTableGrp (4 entries)
| Non Cash CheckboxNonCashCheckboxInd | DescDesc | ContributionContributionCnt | Noncash Contributions Rpt F990NoncashContributionsRptF990Amt | Method Of Determining RevenuesMethodOfDeterminingRevenuesTxt |
|---|---|---|---|---|
| Yes (X) | MISCELLANEOUS | 61 | $34,538 | COST/SELLING PRICE |
| Yes (X) | SPORTING EVENTS | 69 | $11,585 | COST/SELLING PRICE |
| Yes (X) | GIFT CERTIFICATES | 57 | $10,252 | COST/SELLING PRICE |
| Yes (X) | ATHLETIC EQUIPMENT | 3 | $810 | COST/SELLING PRICE |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form8283 Received | 4 | Form8283ReceivedCnt |
| Any Property That Must Be Held | false | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | Yes (true) | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | Yes (true) | ThirdPartiesUsedInd |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, SCHEDULE M, PART I, COLUMN B | THE NUMBER OF CONTRIBUTIONS IS BEING REPORTED IN COLUMN B. |
| FORM 990, SCHEDULE M, PART I, LINE 32B | THIRD PARTY PROCESSING OF CONTRIBUTIONS THE UNIVERSITY MAINTAINS BROKERAGE RELATIONSHIPS TO FACILITATE THE PROCESSING AND SELLING OF SECURITIES RECEIVED FROM DONORS. |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, LINE 2 | DESCRIPTION OF RELATIONSHIPS Kevin Willer, trustee and Patrick Kelly, trustee have a business relationship. FORM 990, PART VI, LINE 11B PROCESS USED TO REVIEW THE FORM 990 THE SENIOR TAX ANALYST WORKS WITH A PUBLIC ACCOUNTING FIRM TO COMPLETE A DRAFT FORM 990. THIS IS THEN REVIEWED IN DETAIL BY THE CONTROLLER AND THE ACCOUNTING FIRMS ENGAGEMENT MANAGEMENT TEAM. THE DRAFT FORM IS THEN REVIEWED BY THE SENIOR VICE PRESIDENT FOR FINANCE AND CFO FOR ANY ADDITIONAL COMMENTS. ONCE A FINAL DRAFT VERSION OF THE FORM 990 HAS BEEN PRODUCED, IT IS THEN REVIEWED BY THE AUDIT COMMITTEE OF THE BOARD OF TRUSTEES. THE FINAL COMPLETE VERSION OF THE FORM 990 IS THEN DISTRIBUTED VIA THE BOARD OF TRUSTEES SECURE WEBSITE TO ALL VOTING MEMBERS OF THE BOARD OF TRUSTEES PRIOR TO ITS FILING. |
| FORM 990, PART VI, LINE 12C | MONITORING AND ENFORCEMENT OF COMPLIANCE WITH CONFLICT OF INTEREST POLICY EACH YEAR, THE CONFLICT OF INTEREST POLICY IS UPDATED AS NECESSARY AND DISTRIBUTED TO ALL CURRENT OFFICERS, DIRECTORS, TRUSTEES, AND KEY EMPLOYEES, ALONG WITH A CONFLICT OF INTEREST DISCLOSURE STATEMENT. EVERY EFFORT IS MADE TO OBTAIN COMPLETED AND SIGNED DISCLOSURE STATEMENTS FROM ALL THOSE TO WHOM IT WAS DISTRIBUTED. |
| FORM 990, PART VI, LINE 15 | PROCESS FOR DETERMINING COMPENSATION EXECUTIVE COMPENSATION HAS BEEN DOCUMENTED AND DISCUSSED AT LEAST ANNUALLY AT A COMPENSATION SUB-COMMITTEE OF THE EXECUTIVE COMMITTEE OF THE BOARD OF TRUSTEES. THE HUMAN RESOURCES DEPARTMENT OF THE UNIVERSITY PREPARES COMPARATIVE AND HISTORICAL INFORMATION FOR THE SUB-COMMITTEE TO REVIEW FOR EACH OF THE FOLLOWING POSITIONS: PRESIDENT, PROVOSTS AND VICE-PRESIDENTS. THE INFORMATION PROVIDED INCLUDES A SALARY HISTORY, AN ANNUAL TOTAL COMPENSATION TALLY SHEET, A DETAILED COMPARISON OF COMPENSATION TO OTHER PEER INSTITUTIONS INCLUDING MEMBERS OF THE ASSOCIATION OF JESUIT COLLEGES AND UNIVERSITIES (AJCU) AS WELL AS OTHER DOCTORAL INSTITUTIONS OF COMPARABLE SIZE. MOST OF THE COMPENSATION DATA COMES FROM THE COLLEGE AND UNIVERSITY PROFESSIONAL ASSOCIATION - HUMAN RESOURCES (CUPA-HR) ANNUAL SALARY SURVEY. PRIOR TO THE MEETING, THE CHAIRMAN OF THE BOARD OF TRUSTEES REVIEWS THE COMPENSATION DATA, ASSESSES PERFORMANCE, AND PROPOSES COMPENSATION FOR THE PRESIDENT. THESE PROPOSALS, ALONG WITH THE COMPARABILITY DATA, ARE THEN REVIEWED, DISCUSSED AND APPROVED AT THE COMPENSATION SUB-COMMITTEE MEETING. ADDITIONALLY, A SUMMARY REPORT OF THIS DATA AND COMPENSATION DECISIONS WILL BE MADE TO THE FULL BOARD OF TRUSTEES. THE HUMAN RESOURCES DEPARTMENT DOCUMENTS ALL OF THE APPROVALS AND DECISIONS MADE DURING ANY COMPENSATION SUB-COMMITTEE MEETINGS, RETAINS A COPY OF REPORTS IN ITS FILES, AND PROCESSES ANY AND ALL CHANGES. |
| FORM 990, PART VI, LINE 19 | AVAIL OF GOV DOCS, CONFLICT OF INTEREST POLICY, & FIN STMTS TO GEN PUBLIC THE CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE MADE AVAILABLE TO THE PUBLIC VIA THE UNIVERSITY'S WEBSITE. GOVERNING DOCUMENTS ARE AVAILABLE UPON REQUEST. |
| FORM 990, PART VII, SECTION A, LINE 1A | Officers, Directors, Trustees, Key Employees, & Highest Paid Employees Richard Rodriguez, Trustee, received compensation during Calendar Year 2015 for his services as a part time faculty member. Father Justin Daffron, S.J., is a member of the Society of Jesus and has taken a vow of poverty. During calendar year 2015 the university paid compensation and benefits in the amount of $276,211 to the Society of Jesus, the founders of Loyola University of Chicago, for his services. |
| FORM 990, PART XI, LINE 9 | OTHER CHANGES IN NET ASSETS CHANGES IN POST RETIREMENT BENEFIT $ (18,825,221) LOSS ON PROPERTY DISPOSALS $ ( 324,790) ROME CENTER EXCHANGE RATE GAIN/LOSS $ 243,439 -------------- TOTAL $ (18,906,572) |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Exempt Code SectionExemptCodeSectionTxt | Public Charity StatusPublicCharityStatusTxt | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Controlled OrganizationControlledOrganizationInd | Address Line1ForeignAddress/AddressLine1Txt | CityForeignAddress/CityNm | Province Or StateForeignAddress/ProvinceOrStateNm | CountryForeignAddress/CountryCd | Legal Domicile Foreign CountryLegalDomicileForeignCountryCd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| MUNDELEIN COLLEGE | |||||||||||||||
| 820 N MICHIGAN | CHICAGO | IL | 60611 | 362179799 | EDUCATION | IL | 501(c)(3) | 2 | LUC | Yes (true) | |||||
| KRASA FAMILY TRUST | |||||||||||||||
| PO BOX 803878 | CHICAGO | IL | 60680 | 366828217 | SUPPORT LUC | IL | 501(c)(3) | 11d | NA | Yes (true) | |||||
| LOYOLA ROME CENTER FOUNDATION | |||||||||||||||
| 999999999 | SUPPORT | 501(c)(3) | LUC | Yes (true) | VIA MASSIMI 114/A | ROME | IT | IT | IT | ||||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | false | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | false | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | Yes (true) | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | false | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | false | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | false | DivRelatedOrganizationInd |
| Asset Sale To Other Org | false | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | false | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | false | AssetExchangeInd |
| Rental Of Facilities To Oth Org | false | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | false | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | false | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | false | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | false | SharingOfFacilitiesInd |
| Paid Employees Sharing | false | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | false | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | false | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | false | TransferToOtherOrgInd |
| Transfer From Other Org | false | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp
Other Organization Name OtherOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KRASA FAMILY TRUST | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Transaction Type | c | TransactionTypeTxt |
| Involved | $153,171 | InvolvedAmt |
| Method Of Amount Determination | CASH | MethodOfAmountDeterminationTxt |