2017-04-26T12:33:52-05:00 2016-06-30 ERNST & YOUNG US LLP 155 N Wacker Drive Chicago IL 60606 990 2015-07-01 361408475 LOYOLA UNIVERSITY OF CHICAGO % MALCOLM DOUGLAS CONTROLLER LOYO 3129158722 820 N Michigan Avenue Chicago IL 606112147 ROBERT A MUNSON SR VP FINANCE & CFO 2017-04-25 LUCILLE WHITE P00084069 3128792000 2015 2021-01-29 14:40:06Z JO ANN ROONEY 820 N MICHIGAN AVENUE CHICAGO IL 60611 974986554 false X www.luc.edu X 1909 IL 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. 35 34 8680 342 -388783 0 79561102 68385171 612705401 633565143 24034128 19025746 3237604 1792052 719538235 722768112 158938362 168159927 0 0 302791606 313610199 70834 241135 12225545 204997282 211419747 666798084 693431008 52740151 29337104 2104046838 2065519400 725322773 693721712 1378724065 1371797688 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. false false 507497949 164421374 567068735 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. 43476000 2818743 0 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. 58740000 919810 67665082 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. 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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). 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ASSET RETIREMENT OBLIGATION 2959506 REFUNDABLE ADVANCES - LOANS 19485985 PENSION AND OTHER POST RETIREMENT 88552008 CAPITAL LEASE OBLIGATION 1084215 112081714 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. true true true true true true true false false false false false false false false true false true 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. true Central America and the Caribbean Program Services STUDY ABROAD PROGRAMS 46387 East Asia and the Pacific 1 23 Program Services STUDY ABROAD PROGRAMS 609685 Europe (Including Iceland and Greenland) 1 75 Program Services STUDY ABROAD PROGRAMS 7813989 Middle East and North Africa Program Services STUDY ABROAD PROGRAMS 11400 North America Program Services STUDY ABROAD PROGRAMS 8209 South America Program Services STUDY ABROAD PROGRAMS 168639 East Asia and the Pacific Program Services FIELD RESEARCH & CONF. 64196 Europe (Including Iceland and Greenland) Program Services CONF. TRAVEL/BOARD MTG 143104 North America Program Services CONF. TRAVEL/RESEARCH 7732 South America Program Services CONF. TRAVEL/STUDY ABR 168879 South Asia Program Services CONFERENCE TRAVEL 1350 Sub-Saharan Africa Program Services FIELD RESEARCH & CONF. 2268 Central America and the Caribbean Grantmaking 43105 East Asia and the Pacific Grantmaking 19295 Europe (Including Iceland and Greenland) Grantmaking 14040 Sub-Saharan Africa Grantmaking 108207 Central America and the Caribbean Investments FOREIGN INVESTMENTS 171821692 Europe (Including Iceland and Greenland) Investments FOREIGN INVESTMENTS 14500339 2 98 2 98 181052177 14500339 195552516 Sub-Saharan Africa SICKLE CELL RESEARCH 56966 WIRE TRSFR. East Asia and the Pacific WATER QUAL RESEARCH 9295 WIRE TRSFR. Sub-Saharan Africa METS: ENERGY & OBESITY 9461 WIRE TRSFR. Europe (Including Iceland and Greenland) MALARIA RESEARCH 14040 WIRE TRSFR. Sub-Saharan Africa MALARIA RESEARCH 41780 WIRE TRSFR. Central America and the Caribbean METS: ENERGY & OBESITY 43105 WIRE TRSFR. East Asia and the Pacific WATER QUAL TESTING 10000 WIRE TRSFR. 7 0 FELLOWSHIP Europe (Including Iceland and Greenland) 17 257231 WIRE TRSFR. SCHOLARSHIP Europe (Including Iceland and Greenland) 24 839281 WIRE TRSFR. true false true true true true 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. X X X X X X X true CAMPBELL COMPANY AUDIT/TRAIN false 0 200365 -200365 THE ADVISORY BOARD COMPANY CONSULTING false 0 28750 -28750 TOWERS WATSON PENNSYLVANIA CONSULTING false 0 12020 -12020 0 241135 -241135 AL AK AZ AR CA CO CT DC FL GA HI ID IL IN IA KS KY LA ME MD MA MI MN MS MO MT NE NV NH NJ NM NY NC ND OH OK OR PA RI SC SD TN TX UT VT VA WA WV WI WY STRITCH DINNER 667109 541817 125292 91152 182574 73172 94324 SCHREIBER GALA 603250 546400 56850 81287 125654 24389 81667 4 388759 277692 111067 131961 157750 22040 31602 1659118 1365909 293209 304400 465978 119601 207593 1097572 -804363 FORM 990, SCHEDULE G, PART I, LINE 2B 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. true Albert Einstein College of Medicine 1300 Morris Park Avenue Belfer Bui Bronx NY 10461 472209056 501(c)(3) 50624 0 HIV RESEARCH American Heart Association PO Box 50035 Prescott AZ 86304 135613797 501(c)(3) 15000 0 Awards Ceremony Sponsorship Baylor College of Medicine PO Box 301207 Dallas TX 75303 741613878 501(c)(3) 14247 0 Breast Cancer Research Boston College 140 Commonwealth Chestnut Hill MA 02467 042103545 501(c)(3) 33478 0 Education Research Chicago Assn for Res & Education in Science PO Box 250 Hines IL 60141 363334177 501(c)(3) 62055 0 Stroke Recovery Research Chicago Foundation for Women 140 S Dearborn St STE 400 Chicago IL 60603 363348160 501(c)(3) 40000 0 Programming Evaluation Cristo Rey Network 14 E Jackson Blvd 1200 Chicago IL 60604 364067307 501(c)(3) 6250 0 Convocation Donation CRRA 4175 Cherokee Dr Madison WI 53711 462837350 501(c)(3) 5100 0 Religious Program Sponsorship DePaul University 1 East Jackson Blvd DEPARTMENT OF PERSONNEL SERVICES Chicago IL 60604 362167048 501(c)(3) 12899 Education Research Harvard University PO Box 415649 Boston MA 02241 042103580 501(c)(3) 11651 0 Education Research In My Brother's Shoes Inc 435 West Diversey Pkwy Chicago IL 60614 464606875 501(c)(3) 20000 0 Ovarian Cancer Documentary International Town and Gown Association 1250 Tiger Blvd Clemson SC 29631 263258634 501(c)(3) 14500 0 Conference Sponsorship Lawrence Livermore National Laboratory Laboratory AO PO 5516 Livermore CA 94551 205624386 170(c)(1) 314000 0 Anthrax Vaccination Research Marquette University PO Box 1881 Milwaukee WI 53201 390806251 501(c)(3) 12250 0 Antibacterial Drug Research Medical University of South Carolina 19 Hagood Ave Ste 303 MSC 804 Charleston SC 29425 576000722 170(c)(1) 866534 0 Vitiligo Research MHLI - The Kennedy Forum Illinois 53 W Jackson Blvd Ste 510 Chicago IL 60604 465714524 501(c)(3) 10000 0 Forum Sponsorship Michigan State University 301 Adm Bldg East Lansing MI 48824 386005984 170(c)(1) 104566 0 Adolescence Sexuality Research Northwestern University 375 East Chicago Avenue Chicago IL 60611 362167817 501(c)(3) 7500 0 Skin Disease Research Peggy Notebaert Nature Museum 2430 N Cannon Drive Chicago IL 60614 360895575 501(c)(3) 19023 0 Butterfly Ball Sponsorship Purdue University 401 South Grant St West Lafayette IN 47907 356002041 501(c)(3) 349344 0 Viral Proteases Research Scott White Healthcare Foundation 2401 S 31st Street Temple TX 76508 273513154 501(c)(3) 35310 0 Cardiac Myosin Binding Tufts Medical Center Inc 800 Washington Street 817 Boston MA 02111 043400617 501(c)(3) 57905 0 Immunotherapeutic Research University of Illinois 506 S Wright Street Urbana IL 61801 376000511 170(c)(1) 16751 0 Cardioprotection Research University of Illinois at Chicago 1737 W Polk St 310 AOB M/C 672 Chicago IL 60612 376000511 170(c)(1) 154245 0 Hepatitis C Virus Detection University of Minnesota 505 Essex Street Minneapolis MN 55455 416007513 170(c)(1) 20217 0 Cardioprotection Research University of Notre Dame 940 Grace Hall Notre Dame IN 46556 350868188 501(c)(3) 17026 0 Blackbirds Prey Research University of Virginia PO Box 400195 Charlottesville VA 22904 546001796 170(c)(1) 22304 0 HIV RESEARCH American Quality Schools Corp 850 West Jackson Chicago IL 60607 364298732 501(c)(3) 6625 0 Federal Work Study Reimbursement Asian Human Services 4753 North Broadway 700 Chicago IL 60640 363005889 501(c)(3) 19152 0 Federal Work Study Reimbursement Circesteem 4730 N Sheridan Road Chicago IL 60640 320050649 501(c)(3) 24046 0 Federal Work Study Reimbursement Family Empowerment Center 1533 W Devon Ave Chicago IL 60660 421570884 501(c)(3) 7611 0 Federal Work Study Reimbursement Housing Opportunities for Women 1607 W Howard St 2nd Fl Chicago IL 60626 363263818 501(c)(3) 15164 0 Federal Work Study Reimbursement Immanuel Lutheran 1500 W Elmdale PO BOX 1086 Chicago IL 60660 362284282 501(c)(3) 6329 0 Federal Work Study Reimbursement Indo-American Center 6328 N California Ave Chicago IL 60659 363689665 501(c)(3) 5216 0 Federal Work Study Reimbursement Interfaith Worker Justice 1020 W Bryn Mawr 4th Fl Chicago IL 60660 364063982 501(c)(3) 5636 0 Federal Work Study Reimbursement Living Works 6808 N Ashland Blvd chicago IL 60626 363946012 501(c)(3) 19169 0 Federal Work Study Reimbursement McGaw YMCA 1000 Grove Street evanston IL 60201 362169194 501(c)(3) 16596 0 FEDERAL WORK STUDY REIMBURSEMENT Misericordia 6300 N Ridge Boulevard Chicago IL 60645 362170153 501(c)(3) 8451 0 FEDERAL WORK STUDY REIMBURSEMENT National Runaway Switchboard 3080 N Lincoln Chicago IL 60657 362726331 501(c)(3) 7058 0 FEDERAL WORK STUDY REIMBURSEMENT Northside Catholic Academy 6216 N Glenwood Ave Chicago IL 60660 363956710 501(c)(3) 5960 0 FEDERAL WORK STUDY REIMBURSEMENT Office of Catholic Charities 835 N Rush Street Chicago IL 60611 362170821 501(c)(3) 20899 0 FEDERAL WORK STUDY REIMBURSEMENT Sacred Heart Schools 6250 North Sheridan Chicago IL 60660 362170839 501(c)(3) 51161 0 FEDERAL WORK STUDY REIMBURSEMENT United Church of Rogers Park 1545 W Morse Ave chicago IL 60626 362677402 501(c)(3) 11779 FEDERAL WORK STUDY REIMBURSEMENT Youth & Opportunity United Inc 1027 Sherman Avenue Evanston IL 60202 362734966 501(C)(3) 8467 FEDERAL WORK STUDY REIMBURSEMENT 44 0 FELLOWSHIPS 132 1010098 SCHOLARSHIPS 11630 163234574 FORM 990, SCHEDULE I 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. X X X X true true X X X false false false false false false false true false Samuel Attoh Interim Provost (thru 12/15) 153078 0 0 0 87502 0 27302 0 16300 0 284182 0 0 0 Steven M Bergfeld Sr VP Health Sciences Division 282675 0 0 0 1016 0 29250 0 16437 0 329378 0 0 0 Patrick Boyle Interim Provost (Eff. 1/1/16) 228321 0 0 0 2455 0 26725 0 44843 0 302344 0 0 0 Linda Brubaker MD Interim Provost HSD, Dean SSOM 516971 0 0 0 3369 0 29250 0 19921 0 569511 0 0 0 Margaret F Callahan Provost, Health Sciences 127510 0 0 0 35058 0 9250 0 8035 0 179853 0 0 0 Pamela G Costas VP General Counsel & Secretary 267435 0 0 0 925 0 29000 0 9396 0 306756 0 0 0 Pieter DeTombe Cell & Molecular Phys. Chair 341663 0 0 0 2322 0 29250 0 62651 0 435886 0 0 0 Kathleen A Getz Former Key Employee 151388 0 0 0 1071 0 18233 0 11722 0 182414 0 0 0 Philip D Hale VP for Government Affairs 193699 0 7000 0 1232 0 21797 0 18203 0 241931 0 0 0 Emilio Iodice VP, Dir. John Felice Rome Ctr. 177456 0 0 0 114293 0 14669 0 1680 0 308098 0 0 0 Abolhassan Jalilvand Former Key Employee 232358 0 0 0 2424 0 20988 0 16371 0 272141 0 0 0 Eric C Jones Treas. & Chief Invest. Officer 209683 0 0 0 475 0 21000 0 24722 0 255880 0 0 0 Walter K Jones Professor of Pharmacology 309526 0 0 0 2264 0 21300 0 26075 0 359165 0 0 0 Thomas M Kelly Sr VP Admin. Services 279599 0 0 0 1016 0 29250 0 92907 0 402772 0 0 0 Wayne Magdziarz Sr VP for Capital Planning 301133 0 0 0 4110 0 28960 0 12703 0 346906 0 0 0 Susan M Malisch VP & Chief Information Officer 285557 0 25000 0 3025 0 29250 0 11357 0 354189 0 0 0 Porter A Moser Head Basketball Coach 419401 0 0 0 810 0 26500 0 23844 0 470555 0 0 0 Robert Munson Sr VP for Finance & CFO 300037 0 0 0 1217 0 29250 0 43647 0 374151 0 0 0 Jane Neufeld VP for Student Development 223502 0 0 0 772 0 24327 0 11047 0 259648 0 0 0 Michael I Nishimura Professor Dept of Surgery 301368 0 94450 0 2141 0 26600 0 18755 0 443314 0 0 0 John P Pelissero Interim President 401143 0 15000 0 5938 0 29250 0 19129 0 470460 0 0 0 John Schietinger Assistant Secretary 135232 0 0 0 156 0 14744 0 28518 0 178650 0 0 0 Kelly Shannon VP Univ. Marketing & Comm. 225356 0 100 0 1496 0 22787 0 26464 0 276203 0 0 0 Winifred Williams VP HR, Chief Div. Officer 207008 0 0 0 25737 0 13750 0 8250 0 254745 0 0 0 David N Yellen Dean, School of Law 424609 0 0 0 2322 0 29250 0 26695 0 482876 0 0 0 FORM 990, SCHEDULE J, PART I, QUESTION 1A 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. A Illinois Finance Authority 861091967 45200B2C1 2007-04-12 28980884 Refund 1997A bonds issued 7/9/97 true false false B Illinois Finance Authority 861091967 45203TFZ4 2008-06-04 80000000 Refund & new const; see Part VI false false false C Illinois Finance Authority 861091967 45203HHM7 2012-05-31 104526524 Refund & new const; see Part VI false false false A 2100000 2500000 28980884 0 0 0 330482 0 0 0 28650402 0 2007 true false true true B 5960000 0 80082002 0 0 0 0 0 0 45131597 34950405 0 2009 true false true true C 3410000 0 104575017 0 0 0 391389 0 0 60492499 43691129 0 2013 false true true true A 0 B false true true true false 0 false false false true C false false true true false 0 false false false true A false false true false false false 0 false 0 false true B false false true false true false 0 false 0 false true C false false true false false false 0 false 0 false true A true B true C true 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. NA N/A 3000 SCHOLARSHIP TUITION NA N/A 4638 GRANT TUITION CECILIA RODRIGUEZ SPOUSE OF TRUSTEE 83555 EMPLOYMENT false JENNIFER BOYLE SPOUSE OF OFFICER 101275 EMPLOYMENT false FORM 990, SCHEDULE L, PART IV 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. X 79 65762 OPINIONS OF EXPERTS X 3949 COST/SELLING PRICE X 5329 COST/SELLING PRICE X 88 1687149 COST/SELLING PRICE X 1 280000 COST/SELLING PRICE X 9 4005 COST/SELLING PRICE X 682 19760 COST/SELLING PRICE X 118 3450 COST/SELLING PRICE X MISCELLANEOUS 61 34538 COST/SELLING PRICE X SPORTING EVENTS 69 11585 COST/SELLING PRICE X GIFT CERTIFICATES 57 10252 COST/SELLING PRICE X ATHLETIC EQUIPMENT 3 810 COST/SELLING PRICE 4 false true true 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. 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) MUNDELEIN COLLEGE 820 N MICHIGAN CHICAGO IL 60611 362179799 EDUCATION IL 501(c)(3) 2 LUC true KRASA FAMILY TRUST PO BOX 803878 CHICAGO IL 60680 366828217 SUPPORT LUC IL 501(c)(3) 11d NA true LOYOLA ROME CENTER FOUNDATION VIA MASSIMI 114/A ROME IT IT 999999999 SUPPORT IT 501(c)(3) LUC true false false true false false false false false false false false false false false false false false false false KRASA FAMILY TRUST c 153171 CASH