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LOYOLA UNIVERSITY OF CHICAGO: Form 990, tax year 2014

View the entire original 990 at ProPublica ↗

Organization
LOYOLA UNIVERSITY OF CHICAGO (EIN 36-1408475)
Tax period
2014-07-01 to 2015-06-30
Filed
2016-05-12
IRS object ID
201611339349303916
Schema version
2014v6.0
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 ReturnHeader

FieldValueIRS element (for citing)
Return2016-05-12T13:44:27-05:00ReturnTs
Tax Period End2015-06-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1ERNST & YOUNG US LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1155 N WACKER DRIVEAddressLine1Txt
CityCHICAGOCityNm
State AbbreviationILStateAbbreviationCd
ZIP60606ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2014-07-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN361408475EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1LOYOLA UNIVERSITY OF CHICAGOBusinessNameLine1Txt
FieldValueIRS element (for citing)
In Care Of% ANDREA SABITSANA CONTROLLERInCareOfNm
Business Name ControlLOYOBusinessNameControlTxt
Phone3129158722PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1820 N Michigan AvenueAddressLine1Txt
CityChicagoCityNm
State AbbreviationILStateAbbreviationCd
ZIP606112147ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonROBERT A MUNSONPersonNm
Person TitleSR VP FINANCE & CFOPersonTitleTxt
Signature2016-05-12SignatureDt

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonTAMARA TARAZIPreparerPersonNm
PTINP01266026PTIN
Phone3128792000PhoneNum
FieldValueIRS element (for citing)
Tax2014TaxYr
Build TS2016-08-17 19:52:53ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerJohn P PelisseroPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line1820 N MICHIGAN AVENUEAddressLine1Txt
CityCHICAGOCityNm
State AbbreviationILStateAbbreviationCd
ZIP60611ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$807,533,272GrossReceiptsAmt
Group Return For AffiliatesfalseGroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website Addresswww.luc.eduWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation1909FormationYr
Legal Domicile StateILLegalDomicileStateCd
Activity Or MissionWE 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 Body38VotingMembersGoverningBodyCnt
Voting Members Independent37VotingMembersIndependentCnt
Total Employee8668TotalEmployeeCnt
Total Volunteers484TotalVolunteersCnt
Total Gross UBI$328,520TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$289,737NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$88,477,184PYContributionsGrantsAmt
CY Contributions Grants$79,561,102CYContributionsGrantsAmt
PY Program Service Revenue$585,145,370PYProgramServiceRevenueAmt
CY Program Service Revenue$612,705,401CYProgramServiceRevenueAmt
PY Investment Income$37,323,825PYInvestmentIncomeAmt
CY Investment Income$24,034,128CYInvestmentIncomeAmt
PY Other Revenue$2,638,393PYOtherRevenueAmt
CY Other Revenue$3,237,604CYOtherRevenueAmt
PY Total Revenue$713,584,772PYTotalRevenueAmt
CY Total Revenue$719,538,235CYTotalRevenueAmt
PY Grants And Similar Paid$150,253,759PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$158,938,362CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$0PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$292,552,739PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$302,791,606CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$122,127PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$70,834CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$11,948,841CYTotalFundraisingExpenseAmt
PY Other Expenses$202,838,685PYOtherExpensesAmt
CY Other Expenses$204,997,282CYOtherExpensesAmt
PY Total Expenses$645,767,310PYTotalExpensesAmt
CY Total Expenses$666,798,084CYTotalExpensesAmt
PY Revenues Less Expenses$67,817,462PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$52,740,151CYRevenuesLessExpensesAmt
Total Assets BOY$2,119,470,721TotalAssetsBOYAmt
Total Assets EOY$2,104,046,838TotalAssetsEOYAmt
Total Liabilities BOY$750,549,209TotalLiabilitiesBOYAmt
Total Liabilities EOY$725,322,773TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$1,368,921,512NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$1,378,724,065NetAssetsOrFundBalancesEOYAmt
MissionWE 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 SrvcfalseSignificantNewProgramSrvcInd
Significant ChangefalseSignificantChangeInd
Expense$492,846,538ExpenseAmt
Grant$154,305,586GrantAmt
Revenue$546,539,512RevenueAmt
DescHIGHER 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

FieldValueIRS element (for citing)
Expense$46,611,000ExpenseAmt
Grant$3,122,696GrantAmt
Revenue$0RevenueAmt
Desc67637155RESEARCH: 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

FieldValueIRS element (for citing)
Expense$58,793,000ExpenseAmt
Grant$1,510,080GrantAmt
Revenue$67,637,155RevenueAmt
DescHIGHER 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
FieldValueIRS element (for citing)
Total Program Service Expenses$598,250,538TotalProgramServiceExpensesAmt
Described In Section501c3Yes (true)DescribedInSection501c3Ind
Schedule B RequiredfalseScheduleBRequiredInd
Political Campaign ActyfalsePoliticalCampaignActyInd
Lobbying ActivitiesYes (true)LobbyingActivitiesInd
Subject To Proxy TaxfalseSubjectToProxyTaxInd
Donor Advised FundfalseDonorAdvisedFundInd
Conservation EasementsYes (true)ConservationEasementsInd
Collections Of ArtYes (true)CollectionsOfArtInd
Credit CounselingYes (true)CreditCounselingInd
Temp Or Permanent EndowmentsYes (true)TempOrPermanentEndowmentsInd
Report Land Building EquipmentYes (true)ReportLandBuildingEquipmentInd
Report Investments Other SecYes (true)ReportInvestmentsOtherSecInd
Report Program Related InvstfalseReportProgramRelatedInvstInd
Report Other AssetsfalseReportOtherAssetsInd
Report Other LiabilitiesYes (true)ReportOtherLiabilitiesInd
Include FIN48 FootnotefalseIncludeFIN48FootnoteInd
Independent Audit Fincl StmtfalseIndependentAuditFinclStmtInd
Consolidated Audit Fincl StmtYes (true)ConsolidatedAuditFinclStmtInd
School OperatingYes (true)SchoolOperatingInd
Foreign OfficeYes (true)ForeignOfficeInd
Foreign ActivitiesYes (true)ForeignActivitiesInd
More Than5000 K To OrgYes (true)MoreThan5000KToOrgInd
More Than5000 K To IndividualsYes (true)MoreThan5000KToIndividualsInd
Professional FundraisingYes (true)ProfessionalFundraisingInd
Fundraising ActivitiesYes (true)FundraisingActivitiesInd
Gaming ActivitiesfalseGamingActivitiesInd
Operate HospitalfalseOperateHospitalInd
Grants To OrganizationsYes (true)GrantsToOrganizationsInd
Grants To IndividualsYes (true)GrantsToIndividualsInd
Schedule J RequiredYes (true)ScheduleJRequiredInd
Tax Exempt BondsYes (true)TaxExemptBondsInd
Invest Tax Exempt BondsfalseInvestTaxExemptBondsInd
Escrow AccountfalseEscrowAccountInd
On Behalf Of IssuerfalseOnBehalfOfIssuerInd
Engaged In Excess Benefit TransfalseEngagedInExcessBenefitTransInd
PY Excess Benefit TransfalsePYExcessBenefitTransInd
Loan OutstandingYes (true)LoanOutstandingInd
Grant To Related PersonYes (true)GrantToRelatedPersonInd
Business Rln With Org MemfalseBusinessRlnWithOrgMemInd
Business Rln With Fam MemYes (true)BusinessRlnWithFamMemInd
Business Rln With Officer EntfalseBusinessRlnWithOfficerEntInd
Deductible Non Cash ContriYes (true)DeductibleNonCashContriInd
Deductible Art ContributionYes (true)DeductibleArtContributionInd
Terminate OperationsfalseTerminateOperationsInd
Partial LiquidationfalsePartialLiquidationInd
Disregarded EntityfalseDisregardedEntityInd
Related EntityYes (true)RelatedEntityInd
Related Organization Ctrl EntYes (true)RelatedOrganizationCtrlEntInd
Transaction With Control EntYes (true)TransactionWithControlEntInd
Trnsfr Exmpt Non Chrtbl Rltd OrgfalseTrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted PrtshpfalseActivitiesConductedPrtshpInd
Schedule O RequiredYes (true)ScheduleORequiredInd
IRP Document17606IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld ComplianceYes (true)BackupWthldComplianceInd
Employee8668EmployeeCnt
Employment Tax Returns FiledYes (true)EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over LimitYes (true)UnrelatedBusIncmOverLimitInd
Form990 T FiledYes (true)Form990TFiledInd
Foreign Financial AccountYes (true)ForeignFinancialAccountInd
Foreign CountryITForeignCountryCd
Foreign CountryVMForeignCountryCd
Foreign CountryUKForeignCountryCd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Taxable Party NotificationfalseTaxablePartyNotificationInd
Nondeductible ContributionsfalseNondeductibleContributionsInd
Quid Pro Quo ContributionsYes (true)QuidProQuoContributionsInd
Quid Pro Quo Contri DisclYes (true)QuidProQuoContriDisclInd
Form8282 Property Disposed OffalseForm8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Indoor Tanning ServicesfalseIndoorTanningServicesInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members38GoverningBodyVotingMembersCnt
Independent Voting Member37IndependentVotingMemberCnt
Family Or Business RlnfalseFamilyOrBusinessRlnInd
Delegation Of Mgmt DutiesfalseDelegationOfMgmtDutiesInd
Change To Org DocumentsfalseChangeToOrgDocumentsInd
Material Diversion Or MisusefalseMaterialDiversionOrMisuseInd
Members Or StockholdersfalseMembersOrStockholdersInd
Election Of Board MembersfalseElectionOfBoardMembersInd
Decisions Subject To ApprovafalseDecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (true)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (true)MinutesOfCommitteesInd
Officer Mailing AddressfalseOfficerMailingAddressInd
Local ChaptersfalseLocalChaptersInd
Form990 Provided To Gvrn BodyYes (true)Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (true)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (true)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (true)RegularMonitoringEnfrcInd
Whistleblower PolicyYes (true)WhistleblowerPolicyInd
Document Retention PolicyYes (true)DocumentRetentionPolicyInd
Compensation Process CEOYes (true)CompensationProcessCEOInd
Compensation Process OtherYes (true)CompensationProcessOtherInd
Investment In Joint VentureYes (true)InvestmentInJointVentureInd
Written Policy Or ProcedureYes (true)WrittenPolicyOrProcedureInd
States Where Copy Of Return Is FldAKStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldCOStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldHIStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldMDStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldMAStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldMIStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldNHStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldOKStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldORStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldSCStatesWhereCopyOfReturnIsFldCd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

FieldValueIRS element (for citing)
PersonANDREA SABITSANA CONTROLLERPersonNm
Phone3129158722PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1820 N Michigan AvenueAddressLine1Txt
CityCHICAGOCityNm
State AbbreviationILStateAbbreviationCd
ZIP60611ZIPCd
FieldValueIRS element (for citing)
Info In Schedule O Part VIIYes (X)InfoInScheduleOPartVIIInd

Form990 Part VII Section A Form990PartVIISectionAGrp (71 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtAverage Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtOfficerOfficerIndKey EmployeeKeyEmployeeIndHighest Compensated EmployeeHighestCompensatedEmployeeIndFormer Ofcr Director TrusteeFormerOfcrDirectorTrusteeInd
Robert M Beavers Jr
Trustee1.00.0Yes (X)$0$0$0
James P Bouchard
Trustee1.00.0Yes (X)$0$0$0
William A Brandt Jr
Trustee1.00.0Yes (X)$0$0$0
Charles W Denny
Trustee1.00.0Yes (X)$0$0$0
Christopher J Devron SJ
Trustee1.00.0Yes (X)$0$0$0
Melanie C Dreher
Trustee1.00.0Yes (X)$0$0$0
Mary Judith Duchossois
Trustee1.00.0Yes (X)$0$0$0
Paul J Fitzgerald SJ
Trustee1.00.0Yes (X)$0$0$0
John P Fitzgibbons SJ
Trustee1.00.0Yes (X)$0$0$0
Michael J Garanzini SJ
Pres,CEO,Tr. (Resign. 6/30/15)40.00.0Yes (X)$0$0$0Yes (X)
Thomas P Greene SJ
Trustee1.00.0Yes (X)$0$0$0
John J Hartman
Trustee (Term Ended June 2015)1.00.0Yes (X)$0$0$0
Marvin Herman
Trustee1.00.0Yes (X)$0$0$0
Jackie Taylor Holsten
Trustee1.00.0Yes (X)$0$0$0
Patrick J Kelly
Trustee1.00.0Yes (X)$0$0$0
William G Kistner
Trustee1.00.0Yes (X)$0$0$0
William C Kunkler III
Trustee1.00.0Yes (X)$0$0$0
Patrick C Lynch
Trustee1.00.0Yes (X)$0$0$0
Rocco Martino
Trustee1.00.0Yes (X)$0$0$0
Barry C McCabe
Trustee1.00.0Yes (X)$0$0$0
Patrick McGrath SJ
Trustee (Term Ended June 2015)1.00.0Yes (X)$0$0$0
Carlos Montoya
Trustee1.00.0Yes (X)$0$0$0
Ruthellyn Musil
Trustee1.00.0Yes (X)$0$0$0
Allan J Norville
Trustee1.00.0Yes (X)$0$0$0
Robert L Parkinson Jr
Chairman of the Board, Trustee1.00.0Yes (X)$0$0$0
Scott R Pilarz SJ
Trustee1.00.0Yes (X)$0$0$0
Michael R Quinlan
Chairman Emeritus, Trustee1.00.0Yes (X)$0$0$0
Richard L Rodriguez
Trustee1.00.0Yes (X)$4,500$0$0
John G Schreiber
Trustee1.00.0Yes (X)$0$0$0
Judith A Scully
Trustee (Term Ended June 2015)1.00.0Yes (X)$0$0$0
Michael D Searle
Trustee (Term Ended June 2015)1.00.0Yes (X)$0$0$0
Joseph T Seminetta
Trustee1.00.0Yes (X)$0$0$0
Niranjan S Shah
Trustee1.00.0Yes (X)$0$0$0
Susan S Sher
Trustee1.00.0Yes (X)$0$0$0
Raymond F Simon
Trustee1.00.0Yes (X)$0$0$0
George Andrews Smith
Trustee1.00.0Yes (X)$0$0$0
Brian K Speers
Trustee1.00.0Yes (X)$0$0$0
Stephen P Squinto
Trustee1.00.0Yes (X)$0$0$0
Cynthia Stark
Trustee1.00.0Yes (X)$0$0$0
Joan E Steel
Trustee1.00.0Yes (X)$0$0$0
Mary Tolan
Trustee1.00.0Yes (X)$0$0$0
Kevin Willer
Trustee1.00.0Yes (X)$0$0$0
Mary Ann Zollmann BVM
Vice Chair of Board, Trustee1.00.0Yes (X)$0$0$0
Steven M Bergfeld
Sr VP Health Sciences Division40.00.0$272,805$0$44,007Yes (X)
Pamela G Costas
VP General Counsel & Secretary40.00.0$243,907$0$33,006Yes (X)
Justin Daffron SJ
VP for Advancement40.00.0$0$0$0Yes (X)
Richard L Gamelli MD
Sr VP/Provost(Resign. 10/1/14)40.00.0$541,571$0$37,944Yes (X)
Philip D Hale
VP for Government Affairs40.00.0$181,741$0$37,325Yes (X)
Emilio Iodice
VP, Dir. John Felice Rome Ctr.40.00.0$355,725$0$17,451Yes (X)
Eric C Jones
Treas. & Chief Invest. Officer40.00.0$183,210$0$40,305Yes (X)
Thomas M Kelly
Sr VP Admin. Services40.00.0$261,956$0$115,998Yes (X)
William G Laird
Sr VP Fin & CFO (Resign. 8/14)40.00.0$262,071$0$35,925Yes (X)
Wayne Magdziarz
Sr VP for Capital Planning40.00.0$285,818$0$40,691Yes (X)
Susan M Malisch
VP & Chief Information Officer40.00.0$266,958$0$38,864Yes (X)
Robert Munson
Sr VP for Finance & CFO40.00.0$90,428$0$15,744Yes (X)
Jane Neufeld
VP for Student Development40.00.0$181,011$0$31,250Yes (X)
John P Pelissero
Provost Lakeside40.00.0$344,419$0$46,519Yes (X)
John Schietinger
Assistant Secretary40.00.0$125,411$0$41,558Yes (X)
Kelly Shannon
VP Univ. Marketing & Comm.40.00.0$210,666$0$46,593Yes (X)
Winifred Williams
VP HR, Chief Div. Officer40.00.0$22,923$0$0Yes (X)
Linda Brubaker MD
Interim Provost HSD, Dean SSOM40.00.0$462,375$0$52,188Yes (X)
Kathleen A Getz
Dean, School of Business40.00.0$297,443$0$50,927Yes (X)
Pieter DeTombe
Cell & Molecular Phys. Chair40.00.0$329,086$0$90,673Yes (X)
Richard Kennedy
Vice Provost for Research40.00.0$321,957$0$43,848Yes (X)
Porter A Moser
Head Basketball Coach40.00.0$384,949$0$48,546Yes (X)
Michael I Nishimura
Professor Dept of Surgery40.00.0$349,771$0$41,307Yes (X)
David N Yellen
Dean, School of Law40.00.0$413,455$0$60,618Yes (X)
Francis C Fennell Jr
Former Key Employee40.00.0$132,257$0$32,546Yes (X)
Jonathan R Heintzelman
Former Officer40.00.0$119,483$0$0Yes (X)
Robert D Kelly
Former Officer40.00.0$134,751$0$16,419Yes (X)
Abolhassan Jalilvand
Former Key Employee40.00.0$222,989$0$39,343Yes (X)
FieldValueIRS element (for citing)
Total Reportable Comp From Org$7,003,636TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$0TotReportableCompRltdOrgAmt
Total Other Compensation$1,099,595TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K538IndivRcvdGreaterThan100KCnt
Former Ofcr Employees ListedYes (true)FormerOfcrEmployeesListedInd
Total Comp Greater Than150 KYes (true)TotalCompGreaterThan150KInd
Compensation From Other SrcsfalseCompensationFromOtherSrcsInd

Contractor Compensation ContractorCompensationGrp (5 entries)

Address Line1ContractorAddress/USAddress/AddressLine1TxtCityContractorAddress/USAddress/CityNmState AbbreviationContractorAddress/USAddress/StateAbbreviationCdZIPContractorAddress/USAddress/ZIPCdServicesServicesDescCompensationCompensationAmt
Power Construction Company LLC
8750 W Bryn Mawr AveCHICAGOIL60631Construction$103,086,438
Power Wellness Management LLC
2055 W Army Trail RoadADDISONIL60101Fitness Center Mgnt$2,013,762
Deloitte Touche LLP
PO Box 844708DALLASTX75207Audit$556,500
WeiserMazars LLP
60 Crossways Park Dr West Suite 30WOODBURYNY11797Audit$400,348
Lakeshore Recycling Systems
6132 Oakton StMORTON GROVEIL60053Disposal$334,333
FieldValueIRS element (for citing)
Cntrct Rcvd Greater Than100 K24CntrctRcvdGreaterThan100KCnt
Fundraising$747,713FundraisingAmt
Related Organizations$158,335RelatedOrganizationsAmt
Government Grants$44,183,973GovernmentGrantsAmt
All Other Contributions$34,471,081AllOtherContributionsAmt
Noncash Contributions$2,590,539NoncashContributionsAmt
Total Contributions$79,561,102TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp (4 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmtUnrelated Business RevenueUnrelatedBusinessRevenueAmtExclusionExclusionAmt
TUITION AND FEES611710$505,595,036$505,595,036$0$0
AUXILIARY611710$67,637,155$67,637,155$0$0
ACADEMIC SUPPORT-TRINITY HEALTH611710$23,573,556$23,573,556$0$0
OTHER EDUCATION & GENERAL611710$15,899,654$15,899,654$0$0
FieldValueIRS element (for citing)
Total Program Service Revenue$612,705,401TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$12,276,641TotalRevenueColumnAmt
Unrelated Business Revenue-$251,160UnrelatedBusinessRevenueAmt
Exclusion$12,527,801ExclusionAmt

Incm From Invest Bond Proceeds IncmFromInvestBondProceedsGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt
Related Or Exempt Func Income$0RelatedOrExemptFuncIncomeAmt

Royalties Revenue RoyaltiesRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$1,068,231TotalRevenueColumnAmt
Related Or Exempt Func Income$1,068,231RelatedOrExemptFuncIncomeAmt

Gross Rents GrossRentsGrp

FieldValueIRS element (for citing)
Real$11,402,628RealAmt

Less Rental Expenses LessRentalExpensesGrp

FieldValueIRS element (for citing)
Real$9,588,393RealAmt

Rental Income Or Loss RentalIncomeOrLossGrp

FieldValueIRS element (for citing)
Real$1,814,235RealAmt
Personal$0PersonalAmt

Net Rental Income Or Loss NetRentalIncomeOrLossGrp

FieldValueIRS element (for citing)
Total Revenue Column$1,814,235TotalRevenueColumnAmt
Exclusion$1,814,235ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$89,325,910SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$77,568,423SecuritiesAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities$11,757,487SecuritiesAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column$11,757,487TotalRevenueColumnAmt
Exclusion$11,757,487ExclusionAmt
FieldValueIRS element (for citing)
Fundraising Gross Income$210,644FundraisingGrossIncomeAmt
Contri Rpt Fundraising Event$747,713ContriRptFundraisingEventAmt
Fundraising Direct Expenses$838,221FundraisingDirectExpensesAmt

Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp

FieldValueIRS element (for citing)
Total Revenue Column-$627,577TotalRevenueColumnAmt
Exclusion-$627,577ExclusionAmt

Net Income From Gaming NetIncomeFromGamingGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt

Net Income Or Loss NetIncomeOrLossGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt

Other Revenue Misc OtherRevenueMiscGrp (3 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmtUnrelated Business RevenueUnrelatedBusinessRevenueAmtExclusionExclusionAmt
INTEREST ON STUDENT LOANS611600$403,035$403,035$0$0
FITNESS CENTER713940$719,427$0$719,427$0
CONFERENCE SERVICES523000-$162,483-$162,483

Miscellaneous Revenue MiscellaneousRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$22,736TotalRevenueColumnAmt
Unrelated Business Revenue$22,736UnrelatedBusinessRevenueAmt
Exclusion$0ExclusionAmt
FieldValueIRS element (for citing)
Other Revenue Total$982,715OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$719,538,235TotalRevenueColumnAmt
Related Or Exempt Func Income$614,176,667RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$328,520UnrelatedBusinessRevenueAmt
Exclusion$25,471,946ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

FieldValueIRS element (for citing)
Total$2,745,219TotalAmt
Program Services$2,745,219ProgramServicesAmt

Grants To Domestic Individuals GrantsToDomesticIndividualsGrp

FieldValueIRS element (for citing)
Total$155,024,118TotalAmt
Program Services$155,024,118ProgramServicesAmt

Foreign Grants ForeignGrantsGrp

FieldValueIRS element (for citing)
Total$1,169,025TotalAmt
Program Services$1,169,025ProgramServicesAmt

Benefits To Members BenefitsToMembersGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$5,686,333TotalAmt
Program Services$1,420,103ProgramServicesAmt
Management And General$3,938,007ManagementAndGeneralAmt
Fundraising$328,223FundraisingAmt

Comp Disqual Persons CompDisqualPersonsGrp

FieldValueIRS element (for citing)
Total$173,849TotalAmt
Program Services$91,279ProgramServicesAmt
Management And General$82,570ManagementAndGeneralAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$230,951,185TotalAmt
Program Services$201,955,689ProgramServicesAmt
Management And General$22,837,595ManagementAndGeneralAmt
Fundraising$6,157,901FundraisingAmt

Pension Plan Contributions PensionPlanContributionsGrp

FieldValueIRS element (for citing)
Total$20,324,571TotalAmt
Program Services$17,123,397ProgramServicesAmt
Management And General$2,528,514ManagementAndGeneralAmt
Fundraising$672,660FundraisingAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$29,658,717TotalAmt
Program Services$25,356,863ProgramServicesAmt
Management And General$3,387,167ManagementAndGeneralAmt
Fundraising$914,687FundraisingAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$15,996,951TotalAmt
Program Services$14,406,669ProgramServicesAmt
Management And General$1,336,978ManagementAndGeneralAmt
Fundraising$253,304FundraisingAmt

Fees For Services Management FeesForServicesManagementGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$319,480TotalAmt
Program Services$114,453ProgramServicesAmt
Management And General$205,027ManagementAndGeneralAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$590,728TotalAmt
Management And General$590,728ManagementAndGeneralAmt

Fees For Services Lobbying FeesForServicesLobbyingGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Fees For Services Prof Fundraising FeesForServicesProfFundraising

FieldValueIRS element (for citing)
Total$70,834TotalAmt
Fundraising$70,834FundraisingAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

FieldValueIRS element (for citing)
Total$2,821,769TotalAmt
Management And General$2,821,769ManagementAndGeneralAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$24,733,417TotalAmt
Program Services$22,731,016ProgramServicesAmt
Management And General$1,772,467ManagementAndGeneralAmt
Fundraising$229,934FundraisingAmt

Advertising AdvertisingGrp

FieldValueIRS element (for citing)
Total$3,917,631TotalAmt
Program Services$2,104,118ProgramServicesAmt
Management And General$1,578,293ManagementAndGeneralAmt
Fundraising$235,220FundraisingAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$27,185,025TotalAmt
Program Services$25,221,100ProgramServicesAmt
Management And General$1,201,525ManagementAndGeneralAmt
Fundraising$762,400FundraisingAmt

Information Technology InformationTechnologyGrp

FieldValueIRS element (for citing)
Total$9,939,768TotalAmt
Program Services$5,104,234ProgramServicesAmt
Management And General$4,722,356ManagementAndGeneralAmt
Fundraising$113,178FundraisingAmt

Royalties RoyaltiesGrp

FieldValueIRS element (for citing)
Total$74,280TotalAmt
Program Services$74,280ProgramServicesAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$21,074,474TotalAmt
Program Services$18,138,363ProgramServicesAmt
Management And General$2,697,057ManagementAndGeneralAmt
Fundraising$239,054FundraisingAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$3,568,155TotalAmt
Program Services$3,346,588ProgramServicesAmt
Management And General$32,189ManagementAndGeneralAmt
Fundraising$189,378FundraisingAmt

Pymt Travel Entrtnmnt Pub Ofcl PymtTravelEntrtnmntPubOfclGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$7,347,719TotalAmt
Program Services$6,882,771ProgramServicesAmt
Management And General$292,079ManagementAndGeneralAmt
Fundraising$172,869FundraisingAmt

Interest InterestGrp

FieldValueIRS element (for citing)
Total$17,054,260TotalAmt
Program Services$15,382,339ProgramServicesAmt
Management And General$1,346,317ManagementAndGeneralAmt
Fundraising$325,604FundraisingAmt

Payments To Affiliates PaymentsToAffiliatesGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$50,451,231TotalAmt
Program Services$46,443,381ProgramServicesAmt
Management And General$3,483,669ManagementAndGeneralAmt
Fundraising$524,181FundraisingAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$1,665,844TotalAmt
Program Services$1,174,732ProgramServicesAmt
Management And General$430,804ManagementAndGeneralAmt
Fundraising$60,308FundraisingAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDescTotalTotalAmtProgram ServicesProgramServicesAmtManagement And GeneralManagementAndGeneralAmtFundraisingFundraisingAmt
INSTITUTIONAL SUPPORT$4,911,065$3,652,972$624,380$633,713
OPERATIONS & MAINTENANCE$4,067,686$3,749,979$272,634$45,073
AUXILIARY$14,828,684$14,690,188$121,958$16,538
SPONSORED RESEARCH$2,635,946$2,635,946$0$0

All Other Expenses AllOtherExpensesGrp

FieldValueIRS element (for citing)
Total$7,810,120TotalAmt
Program Services$7,511,716ProgramServicesAmt
Management And General$294,622ManagementAndGeneralAmt
Fundraising$3,782FundraisingAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$666,798,084TotalAmt
Program Services$598,250,538ProgramServicesAmt
Management And General$56,598,705ManagementAndGeneralAmt
Fundraising$11,948,841FundraisingAmt

Total Joint Costs TotalJointCostsGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$24,289BOYAmt
EOY$23,206EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$90,706,082BOYAmt
EOY$60,319,039EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

FieldValueIRS element (for citing)
BOY$32,963,448BOYAmt
EOY$32,166,191EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$18,585,610BOYAmt
EOY$19,907,814EOYAmt

Receivables From Officers Etc ReceivablesFromOfficersEtcGrp

FieldValueIRS element (for citing)
BOY$109,122BOYAmt
EOY$109,981EOYAmt

Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp

FieldValueIRS element (for citing)
BOY$22,254,947BOYAmt
EOY$21,814,452EOYAmt

Inventories For Sale Or Use InventoriesForSaleOrUseGrp

FieldValueIRS element (for citing)
BOY$6,230BOYAmt
EOY$3,175EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$7,000,629BOYAmt
EOY$6,844,159EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$1,678,717,977LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$528,031,026LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$1,091,071,651BOYAmt
EOY$1,150,686,951EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$401,049,258BOYAmt
EOY$395,947,952EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

FieldValueIRS element (for citing)
BOY$350,344,734BOYAmt
EOY$349,007,931EOYAmt

Investments Program Related InvestmentsProgramRelatedGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Intangible Assets IntangibleAssetsGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
BOY$105,354,721BOYAmt
EOY$67,215,987EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$2,119,470,721BOYAmt
EOY$2,104,046,838EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$65,227,946BOYAmt
EOY$69,907,333EOYAmt

Grants Payable GrantsPayableGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Deferred Revenue DeferredRevenueGrp

FieldValueIRS element (for citing)
BOY$45,709,707BOYAmt
EOY$42,343,056EOYAmt

Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$200,333,056BOYAmt
EOY$198,368,845EOYAmt

Escrow Account Liability EscrowAccountLiabilityGrp

FieldValueIRS element (for citing)
BOY$1,836,327BOYAmt
EOY$1,388,671EOYAmt

Loans From Officers Directors LoansFromOfficersDirectorsGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp

FieldValueIRS element (for citing)
BOY$12,619,246BOYAmt
EOY$9,995,586EOYAmt

Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp

FieldValueIRS element (for citing)
BOY$344,476,440BOYAmt
EOY$312,119,152EOYAmt

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$80,346,487BOYAmt
EOY$91,200,130EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$750,549,209BOYAmt
EOY$725,322,773EOYAmt
FieldValueIRS element (for citing)
Organization Follows SFAS117Yes (X)OrganizationFollowsSFAS117Ind

Unrestricted Net Assets UnrestrictedNetAssetsGrp

FieldValueIRS element (for citing)
BOY$1,016,698,688BOYAmt
EOY$1,038,147,664EOYAmt

Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp

FieldValueIRS element (for citing)
BOY$196,006,479BOYAmt
EOY$176,406,937EOYAmt

Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp

FieldValueIRS element (for citing)
BOY$156,216,345BOYAmt
EOY$164,169,464EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$1,368,921,512BOYAmt
EOY$1,378,724,065EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$2,119,470,721BOYAmt
EOY$2,104,046,838EOYAmt
FieldValueIRS element (for citing)
Info In Schedule O Part XIYes (X)InfoInScheduleOPartXIInd
Reconcilation Revenue Expnss$52,740,151ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst-$17,283,657NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets-$25,653,941OtherChangesInNetAssetsAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or ReviewfalseAccountantCompileOrReviewInd
FS AuditedYes (true)FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

FieldValueIRS element (for citing)
Consolidated Basis Fincl StmtYes (X)ConsolidatedBasisFinclStmtInd
FieldValueIRS element (for citing)
Audit CommitteeYes (true)AuditCommitteeInd
Federal Grant Audit RequiredYes (true)FederalGrantAuditRequiredInd
Federal Grant Audit PerformedYes (true)FederalGrantAuditPerformedInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
SchoolYes (X)SchoolInd

Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$75,288,965CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$85,582,509CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$82,146,940CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$92,679,412CurrentTaxYearMinus1YearAmt
Current Tax Year$79,561,102CurrentTaxYearAmt
Total$415,258,928TotalAmt

Tax Rev Levied Orgnztnl Bnft170 TaxRevLeviedOrgnztnlBnft170Grp

FieldValueIRS element (for citing)
Total$0TotalAmt

Govt Furn Srvc Fclts Vl170 GovtFurnSrvcFcltsVl170Grp

FieldValueIRS element (for citing)
Total$0TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$75,288,965CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$85,582,509CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$82,146,940CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$92,679,412CurrentTaxYearMinus1YearAmt
Current Tax Year$79,561,102CurrentTaxYearAmt
Total$415,258,928TotalAmt
FieldValueIRS element (for citing)
Substantial Contributors Tot$0SubstantialContributorsTotAmt
Public Support Total170$415,258,928PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$17,293,023CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$22,044,985CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$26,798,912CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$24,047,572CurrentTaxYearMinus1YearAmt
Current Tax Year$26,207,233CurrentTaxYearAmt
Total$116,391,725TotalAmt

Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$512,600CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$368,283CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$408,381CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$1,328,439CurrentTaxYearMinus1YearAmt
Current Tax Year$328,520CurrentTaxYearAmt
Total$2,946,223TotalAmt

Other Income170 OtherIncome170Grp

FieldValueIRS element (for citing)
Total$0TotalAmt
FieldValueIRS element (for citing)
Total Support$534,596,876TotalSupportAmt
Gross Receipts Rltd Activities$2,792,969,829GrossReceiptsRltdActivitiesAmt
Public Support CY1700.77677PublicSupportCY170Pct
Public Support PY1700.80872PublicSupportPY170Pct
Thirty Thr Pct Suprt Tests CY170Yes (X)ThirtyThrPctSuprtTestsCY170Ind

Schedule C IRS990ScheduleC

FieldValueIRS element (for citing)
Total Grassroots LobbyingTotalGrassrootsLobbyingGrp
Total Direct LobbyingTotalDirectLobbyingGrp
Total Lobbying ExpendTotalLobbyingExpendGrp
Other Exempt Purpose ExpendOtherExemptPurposeExpendGrp
Total Exempt Purpose ExpendTotalExemptPurposeExpendGrp
Lobbying Nontaxable AmountLobbyingNontaxableAmountGrp
Grassroots NontaxableGrassrootsNontaxableGrp
Tot Lbbyng Grassroot Mns Non TxTotLbbyngGrassrootMnsNonTxGrp
Tot Lbby Expend Mns Lbbyng Non TxTotLbbyExpendMnsLbbyngNonTxGrp
VolunteersfalseVolunteersInd
Paid Staff Or ManagementYes (true)PaidStaffOrManagementInd
Media AdvertisementsfalseMediaAdvertisementsInd
Media Advertisements$0MediaAdvertisementsAmt
Mailings MembersfalseMailingsMembersInd
Mailings Members$0MailingsMembersAmt
Publications Or BroadcastfalsePublicationsOrBroadcastInd
Publications Or Broadcast$0PublicationsOrBroadcastAmt
Grants Other OrganizationsfalseGrantsOtherOrganizationsInd
Grants Other Organizations$0GrantsOtherOrganizationsAmt
Direct Contact LegislatorsYes (true)DirectContactLegislatorsInd
Direct Contact Legislators$232,605DirectContactLegislatorsAmt
Rallies DemonstrationsfalseRalliesDemonstrationsInd
Rallies Demonstrations$0RalliesDemonstrationsAmt
Other ActivitiesfalseOtherActivitiesInd
Other Activities$0OtherActivitiesAmt
Total Lobbying Expenditures$232,605TotalLobbyingExpendituresAmt
Not Described Section501c3falseNotDescribedSection501c3Ind

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferenceSCHEDULE C, PART II-B, LINE 1FormAndLineReferenceDesc
ExplanationLOBBYING ACTIVITY 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. JENNIFER CLARK, ASSOCIATE VICE PRESIDENT OF CAMPUS-COMMUNITY PLANNING, AND WAYNE MAGDZIARZ, SR VICE PRESIDENT, CAPITAL PLANNING & CAMPUS MANAGEMENT, ARE BOTH REGISTERED WITH THE CITY OF CHICAGO. DURING FISCAL YEAR 2015, 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.ExplanationTxt

Schedule D IRS990ScheduleD

FieldValueIRS element (for citing)
Historic StructureYes (X)HistoricStructureInd
Total Easements4TotalEasementsCnt
Historic Structure Easements4HistoricStructureEasementsCnt
Modified Easements0ModifiedEasementsCnt
States Easements Held1StatesEasementsHeldCnt
Written Policy MonitoringfalseWrittenPolicyMonitoringInd
Staff Hours Spent Enforcement10.00StaffHoursSpentEnforcementCnt
Expenses Incurred Enforcement$877ExpensesIncurredEnforcementAmt

Art Public Exhibition Amounts ArtPublicExhibitionAmountsGrp

FieldValueIRS element (for citing)
Revenues Included$316,564RevenuesIncludedAmt
Assets Included$18,853,987AssetsIncludedAmt
FieldValueIRS element (for citing)
Held Works ArtHeldWorksArtGrp
Collection Used Pub ExhibitionYes (X)CollectionUsedPubExhibitionInd
Coll Used Scholarly RsrchYes (X)CollUsedScholarlyRsrchInd
Collection Used PreservationYes (X)CollectionUsedPreservationInd
Coll Used Loan Or Exch ProgYes (X)CollUsedLoanOrExchProgInd

Collection Used Other Purposes CollectionUsedOtherPurposesGrp

FieldValueIRS element (for citing)
Collection Used Other PurposesYes (X)CollectionUsedOtherPurposesInd
Other PurposesSEE PART XIIIOtherPurposesDesc
FieldValueIRS element (for citing)
Solicited Assets SalefalseSolicitedAssetsSaleInd
Agent Trustee EtcfalseAgentTrusteeEtcInd
Incl Escrow Custodial Acct LiabYes (true)InclEscrowCustodialAcctLiabInd
Explanation ProvidedYes (X)ExplanationProvidedInd

CY Endwmt Fund CYEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$538,523,390BeginningYearBalanceAmt
Contributions$14,444,806ContributionsAmt
Investment Earnings Or Losses$3,971,451InvestmentEarningsOrLossesAmt
Grants Or Scholarships$5,433,629GrantsOrScholarshipsAmt
Other Expenditures$7,286,289OtherExpendituresAmt
Administrative Expenses$2,552,237AdministrativeExpensesAmt
End Year Balance$541,667,492EndYearBalanceAmt

CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$461,948,836BeginningYearBalanceAmt
Contributions$19,159,344ContributionsAmt
Investment Earnings Or Losses$69,243,593InvestmentEarningsOrLossesAmt
Grants Or Scholarships$3,592,125GrantsOrScholarshipsAmt
Other Expenditures$6,520,480OtherExpendituresAmt
Administrative Expenses$1,715,778AdministrativeExpensesAmt
End Year Balance$538,523,390EndYearBalanceAmt

CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$405,954,736BeginningYearBalanceAmt
Contributions$14,241,770ContributionsAmt
Investment Earnings Or Losses$51,691,184InvestmentEarningsOrLossesAmt
Grants Or Scholarships$2,806,701GrantsOrScholarshipsAmt
Other Expenditures$5,336,025OtherExpendituresAmt
Administrative Expenses$1,796,128AdministrativeExpensesAmt
End Year Balance$461,948,836EndYearBalanceAmt

CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$388,739,191BeginningYearBalanceAmt
Contributions$22,744,405ContributionsAmt
Investment Earnings Or Losses$6,533,445InvestmentEarningsOrLossesAmt
Grants Or Scholarships$2,950,842GrantsOrScholarshipsAmt
Other Expenditures$7,436,295OtherExpendituresAmt
Administrative Expenses$1,675,168AdministrativeExpensesAmt
End Year Balance$405,954,736EndYearBalanceAmt

CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$315,304,802BeginningYearBalanceAmt
Contributions$13,967,327ContributionsAmt
Investment Earnings Or Losses$70,448,551InvestmentEarningsOrLossesAmt
Grants Or Scholarships$2,905,374GrantsOrScholarshipsAmt
Other Expenditures$6,824,933OtherExpendituresAmt
Administrative Expenses$1,251,182AdministrativeExpensesAmt
End Year Balance$388,739,191EndYearBalanceAmt
FieldValueIRS element (for citing)
Board Designated Balance EOY0.50000BoardDesignatedBalanceEOYPct
Prmnnt Endowment Balance EOY0.27000PrmnntEndowmentBalanceEOYPct
Term Endowment Balance EOY0.23000TermEndowmentBalanceEOYPct
Endowments Held Unrelated OrgfalseEndowmentsHeldUnrelatedOrgInd
Endowments Held Related OrgfalseEndowmentsHeldRelatedOrgInd

Land LandGrp

FieldValueIRS element (for citing)
Investment Cost Or Other Basis$21,136,363InvestmentCostOrOtherBasisAmt
Other Cost Or Other Basis$135,215,743OtherCostOrOtherBasisAmt
Book Value$156,352,106BookValueAmt

Buildings BuildingsGrp

FieldValueIRS element (for citing)
Investment Cost Or Other Basis$52,876,830InvestmentCostOrOtherBasisAmt
Other Cost Or Other Basis$1,081,944,127OtherCostOrOtherBasisAmt
Depreciation$408,490,943DepreciationAmt
Book Value$726,330,014BookValueAmt

Leasehold Improvements LeaseholdImprovementsGrp

FieldValueIRS element (for citing)
Investment Cost Or Other Basis$379,361InvestmentCostOrOtherBasisAmt
Other Cost Or Other Basis$53,246,669OtherCostOrOtherBasisAmt
Depreciation$29,534,159DepreciationAmt
Book Value$24,091,871BookValueAmt

Equipment EquipmentGrp

FieldValueIRS element (for citing)
Investment Cost Or Other Basis$782,579InvestmentCostOrOtherBasisAmt
Other Cost Or Other Basis$128,011,925OtherCostOrOtherBasisAmt
Depreciation$76,947,307DepreciationAmt
Book Value$51,847,197BookValueAmt

Other Land Buildings OtherLandBuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$205,124,380OtherCostOrOtherBasisAmt
Depreciation$13,058,617DepreciationAmt
Book Value$192,065,763BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$1,150,686,951TotalBookValueLandBuildingsAmt
Financial DerivativesFinancialDerivativesGrp
Closely Held Equity InterestsCloselyHeldEquityInterestsGrp

Other Securities OtherSecuritiesGrp (4 entries)

DescDescBook ValueBookValueAmtMethod ValuationMethodValuationCd
MARKETABLE EQUITY INVESTMENTS$188,021,869F
PRIVATE EQUITY INVESTMENTS$47,833,396F
FIXED INCOME INVESTMENTS$84,868,618F
REAL ESTATE$28,284,048F
FieldValueIRS element (for citing)
Total Book Value Securities$349,007,931TotalBookValueSecuritiesAmt
Federal Income Tax Liability$0FederalIncomeTaxLiabilityAmt

Other Liabilities Org OtherLiabilitiesOrgGrp (3 entries)

DescDescAmtAmt
COND. ASSET RETIREMENT OBLIGATION$2,900,417
REFUNDABLE ADVANCES - LOANS$19,177,036
PENSION AND OTHER POST RETIREMENT$69,122,677
FieldValueIRS element (for citing)
Total Liability$91,200,130TotalLiabilityAmt

Supplemental Information Detail SupplementalInformationDetail (4 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
SCHEDULE D, PART II, QUESTIONS 5, 6, 7 AND 9CONSERVATION EASEMENTS THE UNIVERSITY HAS ONE PROPERTY LISTED ON THE NATIONAL REGISTER OF HISTORIC PLACES: THE MUNDELEIN CENTER. THE UNIVERSITY HAS THREE PROPERTIES THAT ARE DESIGNATED AS CHICAGO LANDMARKS: THE MADONNA DELLA STRADA CHAPEL, LEWIS TOWERS AND THE MUNDELEIN CENTER. 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.
SCHEDULE D, PART III, QUESTION 4DESCRIPTION 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.
SCHEDULE D, PART IV, QUESTION 2BBALANCE 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.
SCHEDULE D, PART V, QUESTION 4INTENDED 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

FieldValueIRS element (for citing)
Nondiscriminatory Policy StmtYes (true)NondiscriminatoryPolicyStmtInd
Policy Stmt In Brochures EtcYes (true)PolicyStmtInBrochuresEtcInd
Plcy Pblczd Via Broadcast MediaYes (true)PlcyPblczdViaBroadcastMediaInd
Maintain Racial Comp RecsYes (true)MaintainRacialCompRecsInd
Maintain Scholarships RecsYes (true)MaintainScholarshipsRecsInd
Maintain Cpy Of Brochures EtcYes (true)MaintainCpyOfBrochuresEtcInd
Maintain Cpy Of All SolYes (true)MaintainCpyOfAllSolInd
Discriminate Race Stdnts RghtsfalseDiscriminateRaceStdntsRghtsInd
Discriminate Race Admiss PlcyfalseDiscriminateRaceAdmissPlcyInd
Discriminate Race Emplm FcultyfalseDiscriminateRaceEmplmFcultyInd
Discriminate Race SchsfalseDiscriminateRaceSchsInd
Discriminate Race Educ PlcyfalseDiscriminateRaceEducPlcyInd
Discriminate Race Use Of FcltsfalseDiscriminateRaceUseOfFcltsInd
Discriminate Race Athlt ProgfalseDiscriminateRaceAthltProgInd
Discriminate Race Other ActyfalseDiscriminateRaceOtherActyInd
Government Financial Aid RcvdYes (true)GovernmentFinancialAidRcvdInd
Government Financial Aid RvkdfalseGovernmentFinancialAidRvkdInd
Compliance With Rev Proc7550Yes (true)ComplianceWithRevProc7550Ind

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
SCHEDULE E, PART I, LINE 3RACIALLY NONDISCRIMINATORY POLICY ON MAY 20, 2015 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.'
SCHEDULE E, PART I, LINE 6AFINANCIAL 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

FieldValueIRS element (for citing)
Grant Records MaintainedYes (true)GrantRecordsMaintainedInd

Account Activities Outside US AccountActivitiesOutsideUSGrp (22 entries)

RegionRegionTxtType Of Activities ConductedTypeOfActivitiesConductedTxtSpecific Services ProvidedSpecificServicesProvidedTxtRegion Total ExpendituresRegionTotalExpendituresAmtOfficesOfficesCntEmployeeEmployeeCnt
Sub-Saharan AfricaProgram servicesSTUDY ABROAD PROGRAMS$617
South AmericaProgram servicesSTUDY ABROAD PROGRAMS$98,346
Europe (Including Iceland and Greenland)Program servicesSTUDY ABROAD PROGRAMS$7,751,021161
Middle East and North AfricaProgram servicesSTUDY ABROAD PROGRAMS$25,290
East Asia and the PacificProgram servicesSTUDY ABROAD PROGRAMS$671,102115
Central America and the CaribbeanProgram servicesSTUDY ABROAD PROGRAMS$49,422
North AmericaProgram servicesSTUDY ABROAD PROGRAMS$8,266
Central America and the CaribbeanProgram servicesRESEARCH/CONF. TRAVEL$3,662
East Asia and the PacificProgram servicesSTUDY ABROAD/RESEARCH$111,970
Europe (Including Iceland and Greenland)Program servicesFIELD RESEARCH/LAW ADV$143,2951
Middle East and North AfricaProgram servicesENTREPRENEURSHIP PRGM.$4,230
North AmericaProgram servicesCONFERENCE TRAVEL$2,014
Russia and the Newly Independent StatesProgram servicesRESEARCH$1,7001
South AmericaProgram servicesINT'L PRGM.$22,490
South AsiaProgram servicesCONFERENCE TRAVEL$53,326
Sub-Saharan AfricaProgram servicesRESEARCH/CONF. TRAVEL$34,060
Central America and the CaribbeanGrantmaking$87,830
East Asia and the PacificGrantmaking$24,9261
Europe (Including Iceland and Greenland)Grantmaking$81,863
South AsiaGrantmaking$20,000
Sub-Saharan AfricaGrantmaking$177,202
Central America and the CaribbeanInvestmentsFOREIGN INVESTMENTS$100,333,268
FieldValueIRS element (for citing)
Subtotal Offices2SubtotalOfficesCnt
Subtotal Employees78SubtotalEmployeesCnt
Continutation Total Employee1ContinutationTotalEmployeeCnt
Total Office2TotalOfficeCnt
Total Employee79TotalEmployeeCnt
Subtotal Spent$9,068,641SubtotalSpentAmt
Continuation Spent$100,637,259ContinuationSpentAmt
Total Spent$109,705,900TotalSpentAmt

Grants To Org Outside US GrantsToOrgOutsideUSGrp (8 entries)

RegionRegionTxtPurpose Of GrantPurposeOfGrantTxtCash GrantCashGrantAmtManner Of Cash DisbursementMannerOfCashDisbursementTxt
East Asia and the PacificWATER QUAL TESTING$5,005WIRE TRSFR.
Central America and the CaribbeanMETS: ENERGY & OBESITY$87,830WIRE TRSFR.
Europe (Including Iceland and Greenland)LOW VITAMIN RESEARCH$81,863WIRE TRSFR.
Sub-Saharan AfricaMALARIA RESEARCH$53,572WIRE TRSFR.
South AsiaSUSTAINABLE FUTURES$20,000WIRE TRSFR.
Sub-Saharan AfricaMETS: ENERGY & OBESITY$94,051WIRE TRSFR
East Asia and the PacificWATER QUAL TESTING$19,921WIRE TRSFR.
Sub-Saharan AfricaSICKLE CELL RESEARCH$29,579WIRE TRSFR.
FieldValueIRS element (for citing)
Total501c3 Org8Total501c3OrgCnt

Foreign Individuals Grants ForeignIndividualsGrantsGrp (2 entries)

Type Of AssistanceTypeOfAssistanceTxtRegionRegionTxtRecipientRecipientCntCash GrantCashGrantAmtManner Of Cash DisbursementMannerOfCashDisbursementTxt
FELLOWSHIPEurope (Including Iceland and Greenland)13$194,772WIRE TRSFR.
SCHOLARSHIPEurope (Including Iceland and Greenland)20$582,432WIRE TRSFR.
FieldValueIRS element (for citing)
Transfer To Foreign CorpYes (true)TransferToForeignCorpInd
Interest In Foreign TrustfalseInterestInForeignTrustInd
Foreign Corp OwnershipYes (true)ForeignCorpOwnershipInd
Passive Foreign Investmest CoYes (true)PassiveForeignInvestmestCoInd
Foreign PartnershipYes (true)ForeignPartnershipInd
Boycott CountriesYes (true)BoycottCountriesInd

Supplemental Information Detail SupplementalInformationDetail (3 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
SCHEDULE F, PART I, QUESTION 2PROCEDURES 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.
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.
SCHEDULE F, PART IIMETHOD 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

FieldValueIRS element (for citing)
Mail SolicitationsYes (X)MailSolicitationsInd
Email SolicitationsYes (X)EmailSolicitationsInd
Phone SolicitationsYes (X)PhoneSolicitationsInd
In Person SolicitationsYes (X)InPersonSolicitationsInd
Solicitation Of Non Govt GrantsYes (X)SolicitationOfNonGovtGrantsInd
Solicitation Of Govt GrantsYes (X)SolicitationOfGovtGrantsInd
Special Fundraising EventsYes (X)SpecialFundraisingEventsInd
Agrmt Prof Fundraising ActyYes (true)AgrmtProfFundraisingActyInd

Fundraiser Activity Info FundraiserActivityInfoGrp (3 entries)

ActivityActivityTxtFundraiser Control Of FundsFundraiserControlOfFundsIndRetained By ContractorRetainedByContractorAmt
CAMPBELL COMPANY
TRAININGfalse$8,334
THE ADVISORY BOARD COMPANY
CONSULTINGfalse$12,500
ASPEN LEADERSHIP GROUP LLC
CONSULTINGfalse$50,000
FieldValueIRS element (for citing)
Total Retained By Contractors$70,834TotalRetainedByContractorsAmt
Licensed StatesALLicensedStatesCd
Licensed StatesAKLicensedStatesCd
Licensed StatesAZLicensedStatesCd
Licensed StatesARLicensedStatesCd
Licensed StatesCALicensedStatesCd
Licensed StatesCOLicensedStatesCd
Licensed StatesCTLicensedStatesCd
Licensed StatesDCLicensedStatesCd
Licensed StatesFLLicensedStatesCd
Licensed StatesGALicensedStatesCd
Licensed StatesHILicensedStatesCd
Licensed StatesIDLicensedStatesCd
Licensed StatesILLicensedStatesCd
Licensed StatesINLicensedStatesCd
Licensed StatesKSLicensedStatesCd
Licensed StatesKYLicensedStatesCd
Licensed StatesLALicensedStatesCd
Licensed StatesMELicensedStatesCd
Licensed StatesMDLicensedStatesCd
Licensed StatesMALicensedStatesCd
Licensed StatesMILicensedStatesCd
Licensed StatesMNLicensedStatesCd
Licensed StatesMSLicensedStatesCd
Licensed StatesMOLicensedStatesCd
Licensed StatesMTLicensedStatesCd
Licensed StatesNELicensedStatesCd
Licensed StatesNVLicensedStatesCd
Licensed StatesNHLicensedStatesCd
Licensed StatesNJLicensedStatesCd
Licensed StatesNMLicensedStatesCd
Licensed StatesNYLicensedStatesCd
Licensed StatesNCLicensedStatesCd
Licensed StatesNDLicensedStatesCd
Licensed StatesOHLicensedStatesCd
Licensed StatesOKLicensedStatesCd
Licensed StatesORLicensedStatesCd
Licensed StatesPALicensedStatesCd
Licensed StatesRILicensedStatesCd
Licensed StatesSCLicensedStatesCd
Licensed StatesSDLicensedStatesCd
Licensed StatesTNLicensedStatesCd
Licensed StatesUTLicensedStatesCd
Licensed StatesVTLicensedStatesCd
Licensed StatesVALicensedStatesCd
Licensed StatesWALicensedStatesCd
Licensed StatesWVLicensedStatesCd
Licensed StatesWILicensedStatesCd
Licensed StatesWYLicensedStatesCd

Fundraising Event Information FundraisingEventInformationGrp

FieldValueIRS element (for citing)
Event1STRITCH DINNEREvent1Nm
Gross Receipts Event1$469,019GrossReceiptsEvent1Amt
Charitable Contri Event1$370,834CharitableContriEvent1Amt
Gross Revenue Event1$98,185GrossRevenueEvent1Amt
Cash Prizes Event1$0CashPrizesEvent1Amt
Non Cash Prizes Event1$0NonCashPrizesEvent1Amt
Rent Facility Costs Event1$175,607RentFacilityCostsEvent1Amt
Food And Beverage Event1$155,439FoodAndBeverageEvent1Amt
Entertainment Event1$13,644EntertainmentEvent1Amt
Other Direct Expenses Event1$38,974OtherDirectExpensesEvent1Amt
Event2FOUNDER DINNEREvent2Nm
Gross Receipts Event2$308,025GrossReceiptsEvent2Amt
Charitable Contri Event2$241,055CharitableContriEvent2Amt
Gross Revenue Event2$66,970GrossRevenueEvent2Amt
Cash Prizes Event2$0CashPrizesEvent2Amt
Non Cash Prizes Event2$0NonCashPrizesEvent2Amt
Rent Facility Costs Event2$158,322RentFacilityCostsEvent2Amt
Food And Beverage Event2$125,066FoodAndBeverageEvent2Amt
Entertainment Event2$6,760EntertainmentEvent2Amt
Other Direct Expenses Event2$25,973OtherDirectExpensesEvent2Amt
Other Events Total3OtherEventsTotalCnt
Gross Receipts Other Events$181,313GrossReceiptsOtherEventsAmt
Charitable Contri Other Events$135,824CharitableContriOtherEventsAmt
Gross Revenue Other Events$45,489GrossRevenueOtherEventsAmt
Cash Prizes Other Events$0CashPrizesOtherEventsAmt
Non Cash Prizes Other Events$0NonCashPrizesOtherEventsAmt
Rent Fclty Costs Other Events$0RentFcltyCostsOtherEventsAmt
Food And Beverage Other Events$12,849FoodAndBeverageOtherEventsAmt
Entertainment Other Events$125,000EntertainmentOtherEventsAmt
Oth Direct Expnss Other Events$587OthDirectExpnssOtherEventsAmt
Gross Receipts Total$958,357GrossReceiptsTotalAmt
Charitable Contributions Tot$747,713CharitableContributionsTotAmt
Gross Revenue Total Events$210,644GrossRevenueTotalEventsAmt
Cash Prizes Total Events$0CashPrizesTotalEventsAmt
Non Cash Prizes Total Events$0NonCashPrizesTotalEventsAmt
Rent Fclty Costs Total Events$333,929RentFcltyCostsTotalEventsAmt
Food And Beverage Total Events$293,354FoodAndBeverageTotalEventsAmt
Entertainment Total Events$145,404EntertainmentTotalEventsAmt
Oth Direct Expnss Total Events$65,534OthDirectExpnssTotalEventsAmt
Direct Expense Summary Events$838,221DirectExpenseSummaryEventsAmt
Net Income Summary-$627,577NetIncomeSummaryAmt

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferenceSCHEDULE G, PART I, LINE 2BFormAndLineReferenceDesc
ExplanationAMOUNTS PAID TO CONSULTANTS FOR TRAINING AND CONSULTING DURING FISCAL YEAR 2015, THE UNIVERSITY SPENT $70,834 FOR TRAINING AND CONSULTING SERVICES RELATED TO FUNDRAISING. THESE SERVICES DID NOT INCLUDE ACTUAL OR DIRECT FUNDRAISING BUT INSTEAD PROVIDED GENERAL TRAINING AND CONSULTING TO EMPLOYEES OF THE UNIVERSITY WORKING IN THE AREA OF FUNDRAISING.ExplanationTxt

Schedule I IRS990ScheduleI

FieldValueIRS element (for citing)
Grant Records MaintainedYes (true)GrantRecordsMaintainedInd

Recipient Table RecipientTable (50 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdRecipient EINRecipientEINIRC SectionIRCSectionDescCash GrantCashGrantAmtPurpose Of GrantPurposeOfGrantTxtNon Cash AssistanceNonCashAssistanceAmtAddress Line2USAddress/AddressLine2Txt
AMERICAN DIABETES ASSOCIATION
PO Box 631762BALTIMOREMD21263121623888501(c)(3)$10,000AWARDS CEREMONI SPONSORSHIP
BLACK MEN'S XCHANGE NATIONAL
1396 FALLS RIVER DRCONYERSGA30013272330266501(c)(3)$35,000HIV RESEARCH$0
CASE WESTERN RESERVE UNIVERSITY
10900 EUCLID AVENUECLEVELANDOH44106341018992501(c)(3)$5,046DEVELOP STATISTICAL METHODS$0
CHICAGO FOUNDATION FOR WOMEN
1 E WACKER DR 1260CHICAGOIL60601363348160501(c)(3)$40,000PROGRAMING EVALUATION$0
COUNCIL ON SOCIAL WORK EDUCATION
1701 DUKE STREET 200ALEXANDRIAVA22314541856529501(c)(3)$6,000TRAINING SPONSORSHIP$0
CRISTO REY NETWORK
14 E JACKSON BOULEVARD 1200CHICAGOIL60604364067307501(c)(3)$7,500CONVOCATION DONATION$0
DREXEL UNIVERSITY
3201 ARCH ST STE 100PHILADELPHIAPA19104231352630501(c)(3)$20,606OBESITY RESEARCH$0
HEALTH AND MEDICINE POLICY RESEARCH GROUP
29 E MADISON ST STE 602CHICAGOIL60602363143826501(c)(3)$10,000SCHWEITZER FELLOWS PRGM$0
HINES VA HOSPITAL
RESEARCH SERVICE PO BOX 1490HINESIL60141363767770170(c)(1)$64,324NEUROSCIENCE RESEARCH$0DEPARTMENT OF PERSONNEL SERVICES
ILLINOIS INSTITUTE OF TECHNOLOGY
3300 S FEDERAL STCHICAGOIL60616362170136501(c)(3)$12,086CARDIOVASCULAR RESEARCH$0
LAWRENCE LIVERMORE NATIONAL LABORATORY
PO BOX 5516LIVERMORECA94551205624386501(c)(3)$300,000ANTHRAX VACCINATION RESEARCH$0
LIFT INC
1620 I ST NW 820WASHINGTONDC20006522168409501(c)(3)$25,000PLATINUM SPONSORSHIP$0
LOS ALAMOS NATIONAL LABORATORY
PO BOX 1663LOS ALAMOSNM87545203104541170(c)(1)$62,283MOLECULAR MODELING$0
LOUISIANA STATE UNIVERSITY
433 BOLIVAR STREETNEW ORLEANSLA70112726087770170(c)(1)$7,634BREAST CANCER RESEARCH$0
LOYOLA ACADEMY
1100 LARAMIE AVENUEWILMETTEIL60091362367981501(c)(3)$8,500PRESIDENT'S DINNER SPONSORSHIP$0GRANT ACCOUNTING
LOYOLA UNIVERSITY MEDICAL CENTER
2160 SOUTH FIRST AVENUEMAYWOODIL60153363342448501(c)(3)$25,0005K RACE WALK SPONSORSHIP$0
MARQUETTE UNIVERSITY
PO BOX 1881MILWAUKEEWI53201390806251501(c)(3)$48,520ANTIBACTERIAL DRUG RESEARCH$0
MASSACHUSETTS EYE & EAR INFIRMARY
243 CHARLES ST 5TH FLBOSTONMA02114042103591501(c)(3)$23,528BACTERIAL RESEARCH$0
MEDICAL UNIVERSITY OF SOUTH CAROLINA
19 HAGOOD AVE STE 303CHARLESTONSC29425576000722170(c)(1)$862,552MODULATING MOUSE RESEARCH$0
MEDICAL UNIVERSITY OF WISCONSIN
8701 WATERTOWN PLANK RDMILWAUKEEWI53226390806261170(c)(1)$19,984PROTEIN RECEPTOR SIGNALING$0
METROPOLIS STRATEGIES
21 S CLARK ST STE 4301CHICAGOIL60603364278088501(c)(3)$123,302ILLINOIS MODELS FOR CHANGE$0
MICHIGAN STATE UNIVERSITY
301 ADMIN BUILDINGEAST LANSINGMI48824386005984501(c)(3)$110,996ADOLESCENCE SEXUALITY RESEARCH$0
MUSEUM OF SCIENCE & INDUSTRY
5700 S LAKESHORE DRCHICAGOIL60637362167797501(c)(3)$5,688PROMOTE SUSTAINABILITY$0
NAVAL SURFACE WARFARE CENTER
17632 DAHLGREN RDDAHLGRENVA22448520592178170(c)(1)$104,853BIO-THREAT AGENT RESEARCH$0
PEGGY NOTEBAERT NATURE MUSEUM
2430 N CANNON DRIVECHICAGOIL60614360895575501(c)(3)$30,429BUTTERFLY BALL SPONSORSHIP$0
PURDUE UNIVERSITY
401 S GRANT STWEST LAFAYETTEIN47907356002041501(c)(3)$178,438VIRAL PROTEASES RESEARCH$0
RESEARCH FOUNDATION FOR SUNY
230 W 41ST 7TH FLOORNEW YORKNY74906131988190501(c)(3)$29,195OYSTER RESTORATION RESEARCH$0
SCOTT WHITE HEALTHCARE FOUNDATION
2401 S 31ST STREETTEMPLETX76508273513154501(c)(3)$21,178CARDIAC MYOSIN BINDING$0
TUFTS MEDICAL CENTER
800 WASHINGTON ST 817BOSTONMA02111043400617501(c)(3)$76,087IMMUNOTHERAPEUTIC RESEARCH$0
UNIVERSITY OF CINCINNATI
231 ALBERT SABIN WAYCINCINNATIOH45267316000989170(c)(1)$8,139CARDIOPROTECTION RESEARCH$0
UNIVERSITY OF ILLINOIS
506 S WRIGHT STREETURBANAIL61801376000511170(c)(1)$9,596CARDIOPROTECTION RESEARCH$0
UNIVERSITY OF ILLINOIS AT CHICAGO
1737 W POLK STCHICAGOIL60612376000511170(c)(1)$39,423HEPATITIS C VIRUS DETECTION$0
UNIVERSITY OF MINNESOTA
505 ESSEX STREETMINNEAPOLISMN55455416007513170(c)(1)$11,743CARDIOPROTECTION RESEARCH$0
UNIVERSITY OF NOTRE DAME
940 GRACE HALLNOTRE DAMEIN46556350868188501(c)(3)$21,724BLACKBIRDS PREY RESEARCH$0PO BOX 1086
AMERICAN QUALITY SCHOOLS CORP
850 WEST JACKSONCHICAGOIL60607364298732501(c)(3)$10,386FEDERAL WORK STUDY REIMBURSEMENT
ASIAN HUMAN SERVICES
4753 NORTH BROADWAY 700CHICAGOIL60640363698770501(c)(3)$27,455FEDERAL WORK STUDY REIMBURSEMENT
CIRCESTEEM
4730 N SHERIDAN ROADCHICAGOIL60640360050649501(c)(3)$23,058FEDERAL WORK STUDY REIMBURSEMENT
HOUSING OPPORTUNITIES FOR WOMEN
1607 W HOWARD STCHICAGOIL60626363263818501(c)(3)$16,210FEDERAL WORK STUDY REIMBURSEMENT
INDO-AMERICAN CENTER
6328 N CALIFORNIA AVECHICAGOIL60659363689665501(c)(3)$8,721FEDERAL WORK STUDY REIMBURSEMENT
INTERFAITH WORKER JUSTICE
1020 W BRYN MAWR 4TH FLCHICAGOIL60660364063982501(c)(3)$7,891FEDERAL WORK STUDY REIMBURSEMENT
LIVING WORKS
6808 N ASHLAND BLVDCHICAGOIL60626363946012501(c)(3)$20,293FEDERAL WORK STUDY REIMBURSEMENT
MCGAW YMCA
1000 GROVE STREETEVANSTONIL60201362169194501(c)(3)$17,645FEDERAL WORK STUDY REIMBURSEMENT
Sacred Heart Schools
6250 North SheridanChicagoIL60660362170839501(c)(3)$44,000Federal Work Study Reimbursement
United Church of Rogers Park
1545 W Morse AveChicagoIL60626362677402501(c)(3)$7,872Federal Work Study Reimbursement
Youth Organizations Umbrella Inc
1027 Sherman AvenueEvanstonIL60202362734966501(c)(3)$21,885Federal Work Study Reimbursement
NORTHSIDE CATHOLIC ACADEMY
6216 N GLENWOOD AVECHICAGOIL60660363956710501(C)(3)$7,074FEDERAL WORK STUDY REIMBURSEMENT
Community Counseling Center of Chicago
4740 N ClarkChicagoIL60640237115384501(c)(3)$6,114Federal Work Study Reimbursement
Family Empowerment Center
1533 W Devon AveChicagoIL60660421570884501(c)(3)$8,962Federal Work Study Reimbursement$0
Misericordia
6300 N Ridge BlvdChicagoIL60645362170153501(c)(3)$6,773Federal Work Study Reimbursement
Office of Catholic Charities
835 N Rush StreetChicagoIL60611362170821501(c)(3)$14,729Federal Work Study Reimbursement
FieldValueIRS element (for citing)
Total501c3 Org50Total501c3OrgCnt

Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp (2 entries)

Grant TypeGrantTypeTxtRecipientRecipientCntNon Cash AssistanceNonCashAssistanceAmt
Fellowships235$1,201,458
Scholarships to Individuals11281$153,822,660

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferenceFORM 990, SCHEDULE IFormAndLineReferenceDesc
ExplanationORGANIZATION'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

FieldValueIRS element (for citing)
First Class Or Charter TravelYes (X)FirstClassOrCharterTravelInd
Idemnification Gross Up PmtsYes (X)IdemnificationGrossUpPmtsInd
Housing Allowance Or ResidenceYes (X)HousingAllowanceOrResidenceInd
Written Policy Ref T And E ExpnssYes (true)WrittenPolicyRefTAndEExpnssInd
Substantiation RequiredYes (true)SubstantiationRequiredInd
Compensation CommitteeYes (X)CompensationCommitteeInd
Compensation SurveyYes (X)CompensationSurveyInd
Board Or Committee ApprovalYes (X)BoardOrCommitteeApprovalInd
Severance PaymentYes (true)SeverancePaymentInd
Supplemental Nonqual Rtr PlanfalseSupplementalNonqualRtrPlanInd
Equity Based Comp ArrngmfalseEquityBasedCompArrngmInd
Comp Based On Revenue Of Flng OrgfalseCompBasedOnRevenueOfFlngOrgInd
Comp Bsd On Rev Related OrgsfalseCompBsdOnRevRelatedOrgsInd
Comp Bsd Net Earns Flng OrgfalseCompBsdNetEarnsFlngOrgInd
Comp Bsd Net Earns Rltd OrgsfalseCompBsdNetEarnsRltdOrgsInd
Any Non Fixed PaymentsYes (true)AnyNonFixedPaymentsInd
Initial Contract ExceptionfalseInitialContractExceptionInd

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (25 entries)

TitleTitleTxtBase Compensation Filing OrgBaseCompensationFilingOrgAmtCompensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmtBonus Filing OrganizationBonusFilingOrganizationAmountBonus Related OrganizationsBonusRelatedOrganizationsAmtOther Compensation Filing OrgOtherCompensationFilingOrgAmtOther Compensation Rltd OrgsOtherCompensationRltdOrgsAmtDeferred Compensation Flng OrgDeferredCompensationFlngOrgAmtDeferred Comp Rltd OrgsDeferredCompRltdOrgsAmtNontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmtNontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmtTotal Compensation Filing OrgTotalCompensationFilingOrgAmtTotal Compensation Rltd OrgsTotalCompensationRltdOrgsAmtComp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmtComp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt
Steven M Bergfeld
Sr VP Health Sciences Division$243,922$0$25,000$0$3,883$0$28,750$0$16,434$0$317,989$0$0$0
Linda Brubaker MD
Interim Provost HSD, Dean SSOM$459,005$0$0$0$3,370$0$28,750$0$25,381$0$516,506$0$0$0
Pamela G Costas
VP General Counsel & Secretary$243,334$0$0$0$573$0$24,600$0$9,573$0$278,080$0$0$0
Pieter DeTombe
Cell & Molecular Phys. Chair$326,764$0$0$0$2,322$0$28,750$0$63,279$0$421,115$0$0$0
Francis C Fennell Jr
Former Key Employee$131,219$0$0$0$1,038$0$16,548$0$16,515$0$165,320$0$0$0
Richard L Gamelli MD
Sr VP/Provost(Resign. 10/1/14)$537,634$0$0$0$3,937$0$24,654$0$14,262$0$580,487$0$0$0
Kathleen A Getz
Dean, School of Business$295,358$0$0$0$2,085$0$28,750$0$23,467$0$349,660$0$0$0
Philip D Hale
VP for Government Affairs$181,096$0$0$0$645$0$20,556$0$17,712$0$220,009$0$0$0
Jonathan R Heintzelman
Former Officer$0$0$0$0$119,483$0$0$0$0$0$119,483$0$0$0
Emilio Iodice
VP, Dir. John Felice Rome Ctr.$207,530$0$0$0$148,195$0$16,524$0$1,834$0$374,083$0$0$0
Abolhassan Jalilvand
Former Key Employee$220,645$0$0$0$2,344$0$21,573$0$18,904$0$263,466$0$0$0
Eric C Jones
Treas. & Chief Invest. Officer$182,787$0$0$0$423$0$16,588$0$24,674$0$224,472$0$0$0
Thomas M Kelly
Sr VP Admin. Services$260,975$0$0$0$981$0$28,750$0$88,468$0$379,174$0$0$0
Robert D Kelly
Former Officer$129,586$0$0$0$5,165$0$10,598$0$6,337$0$151,686$0$0$0
Richard Kennedy
Vice Provost for Research$318,496$0$0$0$3,461$0$28,750$0$16,435$0$367,142$0$0$0
William G Laird
Sr VP Fin & CFO (Resign. 8/14)$231,705$0$0$0$30,366$0$24,078$0$12,602$0$298,751$0$0$0
Wayne Magdziarz
Sr VP for Capital Planning$280,655$0$0$0$5,163$0$25,593$0$16,349$0$327,760$0$0$0
Susan M Malisch
VP & Chief Information Officer$265,981$0$0$0$977$0$28,750$0$11,339$0$307,047$0$0$0
Porter A Moser
Head Basketball Coach$384,139$0$0$0$810$0$26,000$0$23,902$0$434,851$0$0$0
Jane Neufeld
VP for Student Development$180,508$0$0$0$503$0$21,244$0$10,780$0$213,035$0$0$0
Michael I Nishimura
Professor Dept of Surgery$302,705$0$44,925$0$2,141$0$23,550$0$19,063$0$392,384$0$0$0
John P Pelissero
Provost Lakeside$340,855$0$0$0$3,564$0$28,750$0$19,125$0$392,294$0$0$0
John Schietinger
Assistant Secretary$125,261$0$0$0$150$0$13,731$0$28,512$0$167,654$0$0$0
Kelly Shannon
VP Univ. Marketing & Comm.$209,157$0$100$0$1,409$0$21,266$0$26,420$0$258,352$0$0$0
David N Yellen
Dean, School of Law$411,133$0$0$0$2,322$0$28,750$0$33,224$0$475,429$0$0$0

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
SCHEDULE J, PART I, QUESTION 1ACHARTER 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. TAX INDEMNIFICATION AND GROSS-UP PAYMENTS EMILIO IODICE RECEIVED A TAX GROSS-UP PAYMENT OF $145,772 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 FATHER GARANZINI, S.J., THE PRESIDENT OF THE UNIVERSITY, IS PROVIDED WITH AN APARTMENT IN ONE OF THE UNIVERSITY'S RESIDENCE HALLS AS A WAY TO CONNECT WITH THE STUDENT BODY. TWO OFFICERS THAT RELOCATED TO CHICAGO WERE GIVEN HOUSING ALLOWANCES IN CALENDAR YEAR 2014. THE HOUSING ALLOWANCE WAS CONSIDERED TAXABLE COMPENSATION TO THE EMPLOYEES. THIS WAS INTENDED TO BE TEMPORARY HOUSING UNTIL THE OFFICERS OBTAINED A PERMANENT RESIDENCE.
SCHEDULE J, PART I, QUESTION 4AROBERT KELLY RECEIVED A SEVERANCE PAYMENT IN THE AMOUNT OF $5,007 DURING CALENDAR YEAR 2014. HIS EMPLOYMENT WITH THE UNIVERSITY ENDED ON MAY 16, 2014. JONATHAN HEINTZELMAN RECEIVED A SEVERANCE PAYMENT IN THE AMOUNT OF $119,483 DURING CALENDAR YEAR 2014. HIS EMPLOYMENT WITH THE UNIVERSITY ENDED ON AUGUST 21, 2013. SCHEDULE J, PART I, QUESTION 7 SUPPLEMENTAL COMPENSATION INFORMATION - OTHER NON-FIXED PAYMENTS ONE PERSON LISTED IN PART VII, SECTION A, LINE 1A RECEIVED A PERFORMANCE BONUS DURING CALENDAR YEAR 2014. IN ADDITION, ONE PERSON RECEIVED A PRODUCTIVITY BASED INCENTIVE BONUS AND ONE PERSON RECEIVED A SIGNING BONUS.

Schedule K IRS990ScheduleK

Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp (3 entries)

Bond ReferenceBondReferenceCdBond Issuer EINBondIssuerEINCUSIPCUSIPNumBond IssuedBondIssuedDtIssue PriceIssuePriceAmtPurposePurposeDescDefeasedDefeasedIndOn Behalf Of IssuerOnBehalfOfIssuerIndPool FinancingPoolFinancingInd
Illinois Finance Authority
A86109196745200B2C12007-04-12$28,980,884Refund 1997A bonds issued 7/9/97Yes (true)falsefalse
Illinois Finance Authority
B86109196745203TFG62008-06-04$80,000,000Refund & new const; see Part VIfalsefalsefalse
Illinois Finance Authority
C86109196745203HHM72012-05-31$104,526,524Refund & new const; see Part VIfalsefalsefalse

Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp (3 entries)

Bond ReferenceBondReferenceCdRetiredRetiredAmtBond DefeasedBondDefeasedAmtTotal ProceedsTotalProceedsAmtIn Reserve FundInReserveFundAmtCapitalized InterestCapitalizedInterestAmtRefunding EscrowRefundingEscrowAmtIssuance Costs From ProceedsIssuanceCostsFromProceedsAmtCredit EnhancementCreditEnhancementAmtWorking Capital ExpendituresWorkingCapitalExpendituresAmtCapital ExpendituresCapitalExpendituresAmtOther Spent ProceedsOtherSpentProceedsAmtUnspentUnspentAmtSubstantial CompletionSubstantialCompletionYrCurrent RefundingCurrentRefundingIndAdvance RefundingAdvanceRefundingIndFinal Allocation MadeFinalAllocationMadeIndAdequate Books And Rec MaintAdequateBooksAndRecMaintInd
A$1,800,000$2,500,000$28,980,884$0$0$0$330,482$0$0$0$28,650,402$02007Yes (true)falseYes (true)Yes (true)
B$5,960,000$0$80,082,002$0$0$0$0$0$0$45,131,597$34,950,405$02009Yes (true)falseYes (true)Yes (true)
C$1,240,000$0$104,575,017$0$0$0$391,389$0$0$60,492,499$43,691,129$02013falseYes (true)falseYes (true)

Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp (3 entries)

Bond ReferenceBondReferenceCdPrivate Bus Use By OthersPrivateBusUseByOthersPctOwning Bond Financed PropertyOwningBondFinancedPropertyIndAny Lease ArrangementsAnyLeaseArrangementsIndMgmt Contract Bond Fincd PropMgmtContractBondFincdPropIndEngage Bond Counsel ContractsEngageBondCounselContractsIndAny Research AgreementsAnyResearchAgreementsIndPrivate Bus Concerning UBIPrivateBusConcerningUBIPctTotal Private Business UseTotalPrivateBusinessUsePctBond Iss Meet Prvt Sec Pymt TestBondIssMeetPrvtSecPymtTestIndChange In Use Bond Financed PropChangeInUseBondFinancedPropIndRemedial Action TakenRemedialActionTakenIndProcs Nonqualified Bond RemdtdProcsNonqualifiedBondRemdtdInd
A0
B0.00000falseYes (true)Yes (true)Yes (true)false0.000000.00000falsefalsefalseYes (true)
C0.00000falsefalseYes (true)Yes (true)false0.000000.00000falsefalsefalseYes (true)

Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp (3 entries)

Bond ReferenceBondReferenceCdForm8038 T FiledForm8038TFiledIndRebate Not Due YetRebateNotDueYetIndException To RebateExceptionToRebateIndNo Rebate DueNoRebateDueIndVariable Rate IssueVariableRateIssueIndHedge Identified In Bks And RecHedgeIdentifiedInBksAndRecIndGross Proceeds Invested In GICGrossProceedsInvestedInGICIndBusiness Name Line1GICProviderName/BusinessNameLine1TxtGross Proceeds InvestedGrossProceedsInvestedIndWritten Proc To Monitor ReqsWrittenProcToMonitorReqsInd
0
AfalsefalseYes (true)falsefalsefalsefalse0falseYes (true)
0
BfalsefalseYes (true)falseYes (true)falsefalse0falseYes (true)
0
CfalsefalseYes (true)falsefalsefalsefalse0falseYes (true)

Procedures Corrective Action ProceduresCorrectiveActionGrp (3 entries)

Bond ReferenceBondReferenceCdProcedures Corrective ActionProceduresCorrectiveActionInd
AYes (true)
BYes (true)
CYes (true)

Supplemental Information Detail SupplementalInformationDetail (4 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
SCHEDULE K, PART I, LINE B, COLUMN FTHE 2008 NOTES REFUNDED THE 2004B BONDS ISSUED 12/2/2004 AND THE REMAINING PROCEEDS FINANCED CONSTRUCTION AND EQUIPPING OF VARIOUS EDUCATIONAL FACILITIES.
SCHEDULE K, PART I, LINE C, COLUMN FTHE 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.
SCHEDULE K, PART II, LINE 3COLUMN 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). 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.
SCHEDULE K, PART III, LINE 3B, COLUMN B & CTHE 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. 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. 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

Loans Btwn Org Interested Prsn LoansBtwnOrgInterestedPrsnGrp

FieldValueIRS element (for citing)
PersonRobert D KellyPersonNm
Relationship With OrgFormer OfficerRelationshipWithOrgTxt
Loan PurposePurchase of HomeLoanPurposeTxt
Loan From OrganizationYes (X)LoanFromOrganizationInd
Original Principal$100,000OriginalPrincipalAmt
Balance Due$109,981BalanceDueAmt
DefaultfalseDefaultInd
Board Or Committee ApprovalfalseBoardOrCommitteeApprovalInd
Written AgreementYes (true)WrittenAgreementInd
FieldValueIRS element (for citing)
Total Balance Due$109,981TotalBalanceDueAmt

Grnt Asst Bnft Interested Prsn GrntAsstBnftInterestedPrsnGrp

FieldValueIRS element (for citing)
PersonNAPersonNm
Relationship With OrgN/ARelationshipWithOrgTxt
Cash Grant$1,800CashGrantAmt
Type Of AssistanceSCHOLARSHIPTypeOfAssistanceTxt
Assistance PurposeTUITIONAssistancePurposeTxt

Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp (2 entries)

Relationship DescriptionRelationshipDescriptionTxtTransactionTransactionAmtTransactionTransactionDescSharing Of RevenuesSharingOfRevenuesInd
Bridget Kelly
Spouse of Former Officer$81,760Employmentfalse
Cecilia Rodriguez
Spouse of Trustee$82,570Employmentfalse

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferenceSCHEDULE L, PART IVFormAndLineReferenceDesc
ExplanationBUSINESS TRANSACTIONS WITH INTERESTED PERSONS BRIDGET KELLY, WIFE OF ROBERT KELLY, FORMER VP FOR STUDENT DEVELOPMENT, IS EMPLOYED BY THE REPORTING ORGANIZATION. MR. KELLY HAS NO DIRECT CONTROL OVER HER COMPENSATION. CECILIA RODRIGUEZ, WIFE OF RICHARD RODRIGUEZ, TRUSTEE, IS EMPLOYED BY THE REPORTING ORGANIZATION. MR. RODRIGUEZ HAS NO DIRECT CONTROL OVER HER COMPENSATION.ExplanationTxt

Schedule M IRS990ScheduleM

Works Of Art WorksOfArtGrp

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
Contribution31ContributionCnt
Noncash Contributions Rpt F990$294,564NoncashContributionsRptF990Amt
Method Of Determining RevenuesOPINIONS OF EXPERTSMethodOfDeterminingRevenuesTxt

Art Historical Treasures ArtHistoricalTreasuresGrp

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
Contribution1ContributionCnt
Noncash Contributions Rpt F990$22,000NoncashContributionsRptF990Amt
Method Of Determining RevenuesOPINIONS OF EXPERTSMethodOfDeterminingRevenuesTxt
FieldValueIRS element (for citing)
Art Fractional InterestArtFractionalInterestGrp

Books And Publications BooksAndPublicationsGrp

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
Noncash Contributions Rpt F990$5,109NoncashContributionsRptF990Amt
Method Of Determining RevenuesCOST/SELLING PRICEMethodOfDeterminingRevenuesTxt

Clothing And Household Goods ClothingAndHouseholdGoodsGrp

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
Noncash Contributions Rpt F990$15,574NoncashContributionsRptF990Amt
Method Of Determining RevenuesCOST/SELLING PRICEMethodOfDeterminingRevenuesTxt
FieldValueIRS element (for citing)
Cars And Other VehiclesCarsAndOtherVehiclesGrp
Boats And PlanesBoatsAndPlanesGrp
Intellectual PropertyIntellectualPropertyGrp

Securities Publicly Traded SecuritiesPubliclyTradedGrp

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
Contribution79ContributionCnt
Noncash Contributions Rpt F990$1,733,288NoncashContributionsRptF990Amt
Method Of Determining RevenuesCOST/SELLING PRICEMethodOfDeterminingRevenuesTxt
FieldValueIRS element (for citing)
Securities Closely Held StockSecuritiesCloselyHeldStockGrp
Secur Prtnrshp Trust IntrstsSecurPrtnrshpTrustIntrstsGrp
Securities MiscellaneousSecuritiesMiscellaneousGrp
Qualified Contrib Hist StructQualifiedContribHistStructGrp
Qualified Contrib OtherQualifiedContribOtherGrp

Real Estate Residential RealEstateResidentialGrp

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
Contribution1ContributionCnt
Noncash Contributions Rpt F990$424,000NoncashContributionsRptF990Amt
Method Of Determining RevenuesCOST/SELLING PRICEMethodOfDeterminingRevenuesTxt
FieldValueIRS element (for citing)
Real Estate CommercialRealEstateCommercialGrp
Real Estate OtherRealEstateOtherGrp

Collectibles CollectiblesGrp

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
Contribution9ContributionCnt
Noncash Contributions Rpt F990$4,325NoncashContributionsRptF990Amt
Method Of Determining RevenuesCOST/SELLING PRICEMethodOfDeterminingRevenuesTxt

Food Inventory FoodInventoryGrp

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
Contribution483ContributionCnt
Noncash Contributions Rpt F990$23,138NoncashContributionsRptF990Amt
Method Of Determining RevenuesCOST/SELLING PRICEMethodOfDeterminingRevenuesTxt
FieldValueIRS element (for citing)
Drugs And Medical SuppliesDrugsAndMedicalSuppliesGrp
TaxidermyTaxidermyGrp
Historical ArtifactsHistoricalArtifactsGrp

Scientific Specimens ScientificSpecimensGrp

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
Contribution85ContributionCnt
Noncash Contributions Rpt F990$2,520NoncashContributionsRptF990Amt
Method Of Determining RevenuesOPINIONS OF EXPERTSMethodOfDeterminingRevenuesTxt
FieldValueIRS element (for citing)
Archaeological ArtifactsArchaeologicalArtifactsGrp

Other Non Cash Contri Table OtherNonCashContriTableGrp (4 entries)

Non Cash CheckboxNonCashCheckboxIndDescDescContributionContributionCntNoncash Contributions Rpt F990NoncashContributionsRptF990AmtMethod Of Determining RevenuesMethodOfDeterminingRevenuesTxt
Yes (X)MISCELLANEOUS65$29,831COST/SELLING PRICE
Yes (X)SPORT EVENT TICKETS23$9,739COST/SELLING PRICE
Yes (X)GIFT CERTIFICATES57$3,451COST/SELLING PRICE
Yes (X)ATHLETIC EQUIPMENT1$23,000COST/SELLING PRICE
FieldValueIRS element (for citing)
Form8283 Received8Form8283ReceivedCnt
Any Property That Must Be HeldfalseAnyPropertyThatMustBeHeldInd
Review Process Unusual NC GiftsYes (true)ReviewProcessUnusualNCGiftsInd
Third Parties UsedYes (true)ThirdPartiesUsedInd

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
SCHEDULE M, PART I, COLUMN BTHE NUMBER OF CONTRIBUTIONS IS BEING REPORTED IN COLUMN B.
SCHEDULE M, PART I, LINE 32BTHIRD 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 ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990, PART VI, LINE 11BPROCESS 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 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 12CMONITORING 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 15PROCESS 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 19AVAIL 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 1AOfficers, Directors, Trustees, Key Employees, & Highest Paid Employees Richard Rodriguez, Trustee, received compensation during Calendar Year 2014 for his services as a part time faculty member. Father Michael J. Garanzini, S.J., is a member of the Society of Jesus and has taken a vow of poverty. During calendar year 2014 the university paid compensation and benefits in the amount of $659,260 to the Society of Jesus, the founders of Loyola University of Chicago, for his services. Father Justin Daffron, S.J., is a member of the Society of Jesus and has taken a vow of poverty. During calendar year 2014 the university paid compensation and benefits in the amount of $125,807 to the Society of Jesus, the founders of Loyola University of Chicago, for his services.
FORM 990, PART XI, LINE 9OTHER CHANGES IN NET ASSETS ROME CENTER EXCHANGE RATE GAIN/LOSS $( 4,141,699) CHANGES IN POST RETIREMENT BENEFIT $( 8,562,700) LOSS ON PROPERTY DISPOSALS $( 449,542) IMPAIRMENT LOSS $(12,500,000) ___________ TOTAL $(25,653,941)

Schedule R IRS990ScheduleR

Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (3 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdEINEINPrimary ActivitiesPrimaryActivitiesTxtLegal Domicile StateLegalDomicileStateCdExempt Code SectionExemptCodeSectionTxtPublic Charity StatusPublicCharityStatusTxtBusiness Name Line1DirectControllingEntityName/BusinessNameLine1TxtControlled OrganizationControlledOrganizationIndLegal Domicile Foreign CountryLegalDomicileForeignCountryCd
MUNDELEIN COLLEGE
820 N MICHIGANCHICAGOIL60611362179799EDUCATIONIL501(c)(3)2LUCYes (true)
KRASA FAMILY TRUST
PO BOX 803878CHICAGOIL60680366828217SUPPORT LUCIL501(c)(3)11dNAYes (true)
LOYOLA ROME CENTER FOUNDATION
999999999SUPPORT501(c)(3)LUCYes (true)IT
FieldValueIRS element (for citing)
Receipt Of Int Annts Rnts RyltsfalseReceiptOfIntAnntsRntsRyltsInd
Gift Grnt Or Cap Contri To Oth OrgfalseGiftGrntOrCapContriToOthOrgInd
Gift Grnt Cap Contri From Oth OrgYes (true)GiftGrntCapContriFromOthOrgInd
Loans Or Guarantees To Other OrgfalseLoansOrGuaranteesToOtherOrgInd
Loans Or Guarantees From Oth OrgfalseLoansOrGuaranteesFromOthOrgInd
Div Related OrganizationfalseDivRelatedOrganizationInd
Asset Sale To Other OrgfalseAssetSaleToOtherOrgInd
Asset Purchase From Other OrgfalseAssetPurchaseFromOtherOrgInd
Asset ExchangefalseAssetExchangeInd
Rental Of Facilities To Oth OrgfalseRentalOfFacilitiesToOthOrgInd
Rental Of Fclts From Oth OrgfalseRentalOfFcltsFromOthOrgInd
Perform Of Services For Oth OrgfalsePerformOfServicesForOthOrgInd
Perform Of Services By Other OrgfalsePerformOfServicesByOtherOrgInd
Sharing Of FacilitiesfalseSharingOfFacilitiesInd
Paid Employees SharingfalsePaidEmployeesSharingInd
Reimbursement Paid To Other OrgfalseReimbursementPaidToOtherOrgInd
Reimbursement Paid By Other OrgfalseReimbursementPaidByOtherOrgInd
Transfer To Other OrgfalseTransferToOtherOrgInd
Transfer From Other OrgfalseTransferFromOtherOrgInd

Transactions Related Org TransactionsRelatedOrgGrp

Other Organization Name OtherOrganizationName

FieldValueIRS element (for citing)
Business Name Line1KRASA FAMILY TRUSTBusinessNameLine1Txt
FieldValueIRS element (for citing)
Transaction TypecTransactionTypeTxt
Involved$158,335InvolvedAmt
Method Of Amount DeterminationCASHMethodOfAmountDeterminationTxt