2016-05-12T13:44:27-05:00 2015-06-30 ERNST & YOUNG US LLP 155 N WACKER DRIVE CHICAGO IL 60606 990 2014-07-01 361408475 LOYOLA UNIVERSITY OF CHICAGO % ANDREA SABITSANA CONTROLLER LOYO 3129158722 820 N Michigan Avenue Chicago IL 606112147 ROBERT A MUNSON SR VP FINANCE & CFO 2016-05-12 TAMARA TARAZI P01266026 3128792000 2014 2016-08-17 19:52:53Z John P Pelissero 820 N MICHIGAN AVENUE CHICAGO IL 60611 807533272 false X www.luc.edu X 1909 IL WE ARE ONE OF THE NATION'S LARGEST JESUIT, CATHOLIC UNIVERSITIES WITH 16,000 STUDENTS. WE WORK TO EXPAND KNOWLEDGE THROUGH LEARNING, JUSTICE, AND FAITH. 38 37 8668 484 328520 289737 88477184 79561102 585145370 612705401 37323825 24034128 2638393 3237604 713584772 719538235 150253759 158938362 0 0 292552739 302791606 122127 70834 11948841 202838685 204997282 645767310 666798084 67817462 52740151 2119470721 2104046838 750549209 725322773 1368921512 1378724065 WE ARE ONE OF THE NATION'S LARGEST JESUIT, CATHOLIC UNIVERSITIES WITH 16,000 UNDERGRADUATE, GRADUATE, AND DOCTORAL STUDENTS. WE WORK TO EXPAND KNOWLEDGE THROUGH LEARNING, JUSTICE, AND FAITH. false false 492846538 154305586 546539512 HIGHER EDUCATION: LOYOLA UNIVERSITY CHICAGO EDUCATED APPROXIMATELY 10,000 UNDERGRADUATE & 6,000 GRADUATE & PROFESSIONAL STUDENTS. LOYOLA STRIVES TO DELIVER THE PREMIER UNDERGRADUATE EDUCATIONAL EXPERIENCE IN CHICAGO, CHARACTERIZED BY A TRANSFORMATIVE EXPERIENCE IN THE JESUIT TRADITION & A COMMITMENT TO THE UNDERSERVED. IN FURTHERANCE OF THESE EFFORTS, LOYOLA LAUNCHED ARRUPE COLLEGE, A 2 YEAR ASSOCIATE'S DEGREE PROGRAM FOR MOTIVATED STUDENTS WITH LIMITED FINANCIAL RESOURCES & AN INTEREST IN ATTENDING A 4 YEAR INSTITUTION AFTER GRADUATION. AT THE GRADUATE & PROFESSIONAL LEVELS, LOYOLA DELIVERS A HIGH-QUALITY EDUCATION THAT IS CHARACTERIZED BY EXCELLENCE, INNOVATION, JUSTICE, & LEADERSHIP. 46611000 3122696 0 67637155RESEARCH: 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. 58793000 1510080 67637155 HIGHER EDUCATION AUXILIARY SERVICES: LOYOLA UNIVERSITY CHICAGO PROVIDES VARIOUS GOODS AND SERVICES FOR THE BENEFIT OF ITS STUDENTS, FACULTY AND STAFF, AND IN SUPPORT OF EDUCATIONAL ACTIVITIES. SERVICES INCLUDE STUDENT HOUSING, FOOD SERVICE, BOOKSTORES, RECREATIONAL FACILITIES AND TRANSPORTATION. 598250538 true false false true false false true true true true true true false false true false false true true true true true true true true false false true true true true false false false false false true true false true false true true false false false true true true false false true 17606 0 true 8668 true true true true IT VM UK false false false true true false false false false X 38 37 false false false false false false false true true false false true true true true true true true true true true AK CO HI MD MA MI NH OK OR SC X ANDREA SABITSANA CONTROLLER 3129158722 820 N Michigan Avenue CHICAGO IL 60611 X Robert M Beavers Jr Trustee 1.0 0.0 X 0 0 0 James P Bouchard Trustee 1.0 0.0 X 0 0 0 William A Brandt Jr Trustee 1.0 0.0 X 0 0 0 Charles W Denny Trustee 1.0 0.0 X 0 0 0 Christopher J Devron SJ Trustee 1.0 0.0 X 0 0 0 Melanie C Dreher Trustee 1.0 0.0 X 0 0 0 Mary Judith Duchossois Trustee 1.0 0.0 X 0 0 0 Paul J Fitzgerald SJ Trustee 1.0 0.0 X 0 0 0 John P Fitzgibbons SJ Trustee 1.0 0.0 X 0 0 0 Michael J Garanzini SJ Pres,CEO,Tr. (Resign. 6/30/15) 40.0 0.0 X X 0 0 0 Thomas P Greene SJ Trustee 1.0 0.0 X 0 0 0 John J Hartman Trustee (Term Ended June 2015) 1.0 0.0 X 0 0 0 Marvin Herman Trustee 1.0 0.0 X 0 0 0 Jackie Taylor Holsten Trustee 1.0 0.0 X 0 0 0 Patrick J Kelly Trustee 1.0 0.0 X 0 0 0 William G Kistner Trustee 1.0 0.0 X 0 0 0 William C Kunkler III Trustee 1.0 0.0 X 0 0 0 Patrick C Lynch Trustee 1.0 0.0 X 0 0 0 Rocco Martino Trustee 1.0 0.0 X 0 0 0 Barry C McCabe Trustee 1.0 0.0 X 0 0 0 Patrick McGrath SJ Trustee (Term Ended June 2015) 1.0 0.0 X 0 0 0 Carlos Montoya Trustee 1.0 0.0 X 0 0 0 Ruthellyn Musil Trustee 1.0 0.0 X 0 0 0 Allan J Norville Trustee 1.0 0.0 X 0 0 0 Robert L Parkinson Jr Chairman of the Board, Trustee 1.0 0.0 X 0 0 0 Scott R Pilarz SJ Trustee 1.0 0.0 X 0 0 0 Michael R Quinlan Chairman Emeritus, Trustee 1.0 0.0 X 0 0 0 Richard L Rodriguez Trustee 1.0 0.0 X 4500 0 0 John G Schreiber Trustee 1.0 0.0 X 0 0 0 Judith A Scully Trustee (Term Ended June 2015) 1.0 0.0 X 0 0 0 Michael D Searle Trustee (Term Ended June 2015) 1.0 0.0 X 0 0 0 Joseph T Seminetta Trustee 1.0 0.0 X 0 0 0 Niranjan S Shah Trustee 1.0 0.0 X 0 0 0 Susan S Sher Trustee 1.0 0.0 X 0 0 0 Raymond F Simon Trustee 1.0 0.0 X 0 0 0 George Andrews Smith Trustee 1.0 0.0 X 0 0 0 Brian K Speers Trustee 1.0 0.0 X 0 0 0 Stephen P Squinto Trustee 1.0 0.0 X 0 0 0 Cynthia Stark Trustee 1.0 0.0 X 0 0 0 Joan E Steel Trustee 1.0 0.0 X 0 0 0 Mary Tolan Trustee 1.0 0.0 X 0 0 0 Kevin Willer Trustee 1.0 0.0 X 0 0 0 Mary Ann Zollmann BVM Vice Chair of Board, Trustee 1.0 0.0 X 0 0 0 Steven M Bergfeld Sr VP Health Sciences Division 40.0 0.0 X 272805 0 44007 Pamela G Costas VP General Counsel & Secretary 40.0 0.0 X 243907 0 33006 Justin Daffron SJ VP for Advancement 40.0 0.0 X 0 0 0 Richard L Gamelli MD Sr VP/Provost(Resign. 10/1/14) 40.0 0.0 X 541571 0 37944 Philip D Hale VP for Government Affairs 40.0 0.0 X 181741 0 37325 Emilio Iodice VP, Dir. John Felice Rome Ctr. 40.0 0.0 X 355725 0 17451 Eric C Jones Treas. & Chief Invest. Officer 40.0 0.0 X 183210 0 40305 Thomas M Kelly Sr VP Admin. Services 40.0 0.0 X 261956 0 115998 William G Laird Sr VP Fin & CFO (Resign. 8/14) 40.0 0.0 X 262071 0 35925 Wayne Magdziarz Sr VP for Capital Planning 40.0 0.0 X 285818 0 40691 Susan M Malisch VP & Chief Information Officer 40.0 0.0 X 266958 0 38864 Robert Munson Sr VP for Finance & CFO 40.0 0.0 X 90428 0 15744 Jane Neufeld VP for Student Development 40.0 0.0 X 181011 0 31250 John P Pelissero Provost Lakeside 40.0 0.0 X 344419 0 46519 John Schietinger Assistant Secretary 40.0 0.0 X 125411 0 41558 Kelly Shannon VP Univ. Marketing & Comm. 40.0 0.0 X 210666 0 46593 Winifred Williams VP HR, Chief Div. Officer 40.0 0.0 X 22923 0 0 Linda Brubaker MD Interim Provost HSD, Dean SSOM 40.0 0.0 X 462375 0 52188 Kathleen A Getz Dean, School of Business 40.0 0.0 X 297443 0 50927 Pieter DeTombe Cell & Molecular Phys. Chair 40.0 0.0 X 329086 0 90673 Richard Kennedy Vice Provost for Research 40.0 0.0 X 321957 0 43848 Porter A Moser Head Basketball Coach 40.0 0.0 X 384949 0 48546 Michael I Nishimura Professor Dept of Surgery 40.0 0.0 X 349771 0 41307 David N Yellen Dean, School of Law 40.0 0.0 X 413455 0 60618 Francis C Fennell Jr Former Key Employee 40.0 0.0 X 132257 0 32546 Jonathan R Heintzelman Former Officer 40.0 0.0 X 119483 0 0 Robert D Kelly Former Officer 40.0 0.0 X 134751 0 16419 Abolhassan Jalilvand Former Key Employee 40.0 0.0 X 222989 0 39343 7003636 0 1099595 538 true true false Power Construction Company LLC 8750 W Bryn Mawr Ave CHICAGO IL 60631 Construction 103086438 Power Wellness Management LLC 2055 W Army Trail Road ADDISON IL 60101 Fitness Center Mgnt 2013762 Deloitte Touche LLP PO Box 844708 DALLAS TX 75207 Audit 556500 WeiserMazars LLP 60 Crossways Park Dr West Suite 30 WOODBURY NY 11797 Audit 400348 Lakeshore Recycling Systems 6132 Oakton St MORTON GROVE IL 60053 Disposal 334333 24 747713 158335 44183973 34471081 2590539 79561102 TUITION AND FEES 611710 505595036 505595036 0 0 AUXILIARY 611710 67637155 67637155 0 0 ACADEMIC SUPPORT-TRINITY HEALTH 611710 23573556 23573556 0 0 OTHER EDUCATION & GENERAL 611710 15899654 15899654 0 0 612705401 12276641 -251160 12527801 0 0 1068231 1068231 11402628 9588393 1814235 0 1814235 1814235 89325910 77568423 11757487 11757487 11757487 210644 747713 838221 -627577 -627577 0 0 INTEREST ON STUDENT LOANS 611600 403035 403035 0 0 FITNESS CENTER 713940 719427 0 719427 0 CONFERENCE SERVICES 523000 -162483 -162483 22736 22736 0 982715 719538235 614176667 328520 25471946 2745219 2745219 155024118 155024118 1169025 1169025 0 5686333 1420103 3938007 328223 173849 91279 82570 230951185 201955689 22837595 6157901 20324571 17123397 2528514 672660 29658717 25356863 3387167 914687 15996951 14406669 1336978 253304 0 319480 114453 205027 590728 590728 0 70834 70834 2821769 2821769 24733417 22731016 1772467 229934 3917631 2104118 1578293 235220 27185025 25221100 1201525 762400 9939768 5104234 4722356 113178 74280 74280 21074474 18138363 2697057 239054 3568155 3346588 32189 189378 0 7347719 6882771 292079 172869 17054260 15382339 1346317 325604 0 50451231 46443381 3483669 524181 1665844 1174732 430804 60308 INSTITUTIONAL SUPPORT 4911065 3652972 624380 633713 OPERATIONS & MAINTENANCE 4067686 3749979 272634 45073 AUXILIARY 14828684 14690188 121958 16538 SPONSORED RESEARCH 2635946 2635946 0 0 7810120 7511716 294622 3782 666798084 598250538 56598705 11948841 0 24289 23206 90706082 60319039 32963448 32166191 18585610 19907814 109122 109981 0 0 22254947 21814452 6230 3175 7000629 6844159 1678717977 528031026 1091071651 1150686951 401049258 395947952 350344734 349007931 0 0 0 0 105354721 67215987 2119470721 2104046838 65227946 69907333 0 0 45709707 42343056 200333056 198368845 1836327 1388671 0 0 12619246 9995586 344476440 312119152 80346487 91200130 750549209 725322773 X 1016698688 1038147664 196006479 176406937 156216345 164169464 1368921512 1378724065 2119470721 2104046838 X 52740151 -17283657 -25653941 X false true X true true true X 75288965 85582509 82146940 92679412 79561102 415258928 0 0 75288965 85582509 82146940 92679412 79561102 415258928 0 415258928 17293023 22044985 26798912 24047572 26207233 116391725 512600 368283 408381 1328439 328520 2946223 0 534596876 2792969829 0.77677 0.80872 X false true false 0 false 0 false 0 false 0 true 232605 false 0 false 0 232605 false SCHEDULE C, PART II-B, LINE 1 LOBBYING 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. X 4 4 0 1 false 10.00 877 316564 18853987 X X X X X SEE PART XIII false false true X 538523390 14444806 3971451 5433629 7286289 2552237 541667492 461948836 19159344 69243593 3592125 6520480 1715778 538523390 405954736 14241770 51691184 2806701 5336025 1796128 461948836 388739191 22744405 6533445 2950842 7436295 1675168 405954736 315304802 13967327 70448551 2905374 6824933 1251182 388739191 0.50000 0.27000 0.23000 false false 21136363 135215743 156352106 52876830 1081944127 408490943 726330014 379361 53246669 29534159 24091871 782579 128011925 76947307 51847197 205124380 13058617 192065763 1150686951 MARKETABLE EQUITY INVESTMENTS 188021869 F PRIVATE EQUITY INVESTMENTS 47833396 F FIXED INCOME INVESTMENTS 84868618 F REAL ESTATE 28284048 F 349007931 0 COND. ASSET RETIREMENT OBLIGATION 2900417 REFUNDABLE ADVANCES - LOANS 19177036 PENSION AND OTHER POST RETIREMENT 69122677 91200130 SCHEDULE D, PART II, QUESTIONS 5, 6, 7 AND 9 CONSERVATION EASEMENTS THE UNIVERSITY HAS ONE PROPERTY LISTED ON THE NATIONAL REGISTER OF HISTORIC PLACES: THE MUNDELEIN CENTER. THE UNIVERSITY HAS 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 4 DESCRIPTION AND PURPOSE OF ORGANIZATION'S ART COLLECTIONS THE LOYOLA UNIVERSITY MUSEUM OF ART (LUMA) COLLECTION WAS DEVELOPED FOR NEW ACQUISITIONS OF ART THAT ADDRESS THE LUMA MISSION AS A COMPLEMENT TO THE D'ARCY COLLECTION AND INCLUDES ART AND ARTIFACTS FROM ANTIQUITIES TO THE PRESENT. RECENT ACQUISITIONS HAVE INCLUDED NEOLITHIC SCULPTURE, CONTEMPORARY PRINTS, DRAWINGS, PHOTOGRAPHS AND TEXTILES. LUMA IS DEDICATED TO THE EXPLORATION, PROMOTION AND UNDERSTANDING OF ART AND ARTISTIC EXPRESSION THAT ATTEMPTS TO ILLUMINATE THE ENDURING SPIRITUAL QUESTIONS AND CONCERNS OF ALL CULTURES AND SOCIETIES. THE MUSEUM INTERPRETS AND DISPLAYS THE UNIVERSITY'S MEDIEVAL AND RENAISSANCE COLLECTION, KNOWN AS THE MARTIN D'ARCY, S.J. COLLECTION, OTHER MUSEUM PERMANENT COLLECTIONS AND ROTATING EXHIBITIONS. AS A MUSEUM WITH AN INTEREST IN EDUCATION AND EDUCATIONAL PROGRAMMING, THE LOYOLA UNIVERSITY MUSEUM OF ART REFLECTS THE UNIVERSITY'S JESUIT MISSION AND IS DEDICATED TO HELPING MEN AND WOMEN OF ALL CREEDS EXPLORE THE ROOTS OF THEIR OWN FAITH AND SPIRITUAL QUEST. SCHEDULE D, PART IV, QUESTION 2B BALANCE SHEET ESCROW LIABILITIES EXPLANATION LOYOLA HOLDS ASSETS FOR VARIOUS STUDENT ORGANIZATIONS, STUDY ABROAD PROGRAMS, AND THIRD-PARTY SCHOLARSHIP AWARDS IN AGENCY ACCOUNTS, WHICH ARE PASS-THROUGH LIABILITY ACCOUNTS WHERE ASSETS ARE HELD FOR THE BENEFIT OF THE THIRD-PARTY. LOYOLA DOES NOT CONTROL HOW THESE FUNDS ARE SPENT AND HAS THESE ACCOUNTS SET UP FOR THE CONVENIENCE OF OUTSIDE ORGANIZATIONS TO USE LOYOLA'S SERVICES. SCHEDULE D, PART V, QUESTION 4 INTENDED USES OF ENDOWMENT FUNDS THE ENDOWMENT FUNDS HAVE BEEN ESTABLISHED TO PROVIDE A STABLE SOURCE OF FUNDING FOR UNIVERSITY ACADEMIC PROGRAMS, FINANCIAL AID, AND FACULTY SUPPORT ON A LONG-TERM TIME HORIZON. true true true true true true true false false false false false false false false true false true SCHEDULE E, PART I, LINE 3 RACIALLY 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 6A FINANCIAL AID OR ASSISTANCE FROM A GOVERNMENT AGENCY A NUMBER OF FEDERAL, STATE AND LOCAL AGENCIES ISSUE GRANTS AND CONTRACTS TO THE UNIVERSITY FOR RESEARCH, TRAINING AND GENERAL EDUCATIONAL SUPPORT. true Sub-Saharan Africa Program services STUDY ABROAD PROGRAMS 617 South America Program services STUDY ABROAD PROGRAMS 98346 Europe (Including Iceland and Greenland) 1 61 Program services STUDY ABROAD PROGRAMS 7751021 Middle East and North Africa Program services STUDY ABROAD PROGRAMS 25290 East Asia and the Pacific 1 15 Program services STUDY ABROAD PROGRAMS 671102 Central America and the Caribbean Program services STUDY ABROAD PROGRAMS 49422 North America Program services STUDY ABROAD PROGRAMS 8266 Central America and the Caribbean Program services RESEARCH/CONF. TRAVEL 3662 East Asia and the Pacific Program services STUDY ABROAD/RESEARCH 111970 Europe (Including Iceland and Greenland) 1 Program services FIELD RESEARCH/LAW ADV 143295 Middle East and North Africa Program services ENTREPRENEURSHIP PRGM. 4230 North America Program services CONFERENCE TRAVEL 2014 Russia and the Newly Independent States 1 Program services RESEARCH 1700 South America Program services INT'L PRGM. 22490 South Asia Program services CONFERENCE TRAVEL 53326 Sub-Saharan Africa Program services RESEARCH/CONF. TRAVEL 34060 Central America and the Caribbean Grantmaking 87830 East Asia and the Pacific 1 Grantmaking 24926 Europe (Including Iceland and Greenland) Grantmaking 81863 South Asia Grantmaking 20000 Sub-Saharan Africa Grantmaking 177202 Central America and the Caribbean Investments FOREIGN INVESTMENTS 100333268 2 78 1 2 79 9068641 100637259 109705900 East Asia and the Pacific WATER QUAL TESTING 5005 WIRE TRSFR. Central America and the Caribbean METS: ENERGY & OBESITY 87830 WIRE TRSFR. Europe (Including Iceland and Greenland) LOW VITAMIN RESEARCH 81863 WIRE TRSFR. Sub-Saharan Africa MALARIA RESEARCH 53572 WIRE TRSFR. South Asia SUSTAINABLE FUTURES 20000 WIRE TRSFR. Sub-Saharan Africa METS: ENERGY & OBESITY 94051 WIRE TRSFR East Asia and the Pacific WATER QUAL TESTING 19921 WIRE TRSFR. Sub-Saharan Africa SICKLE CELL RESEARCH 29579 WIRE TRSFR. 8 FELLOWSHIP Europe (Including Iceland and Greenland) 13 194772 WIRE TRSFR. SCHOLARSHIP Europe (Including Iceland and Greenland) 20 582432 WIRE TRSFR. true false true true true true SCHEDULE F, PART I, QUESTION 2 PROCEDURES FOR MONITORING USE OF GRANTS ANY ORGANIZATIONS AND ENTITIES RECEIVING GRANTS FROM LUC ARE REQUIRED TO SUBMIT ANNUAL PROGRESS REPORTS ON THE USE OF THESE FUNDS. THESE PROGRESS REPORTS ARE MONITORED AND REVIEWED BY THE PRINCIPAL INVESTIGATORS TO ENSURE FUNDS ARE BEING USED APPROPRIATELY. 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 II METHOD USED TO ACCOUNT FOR CASH GRANTS IN PART II GRANT ASSISTANCE IS RECOGNIZED WHEN THE EXPENSES ARE INCURRED. WE MAINTAIN A SEPARATE ACCOUNTING UNIT FOR EACH GRANT WITHIN OUR GENERAL LEDGER IN ORDER TO TRACK THESE EXPENSES. X X X X X X X true CAMPBELL COMPANY TRAINING false 8334 THE ADVISORY BOARD COMPANY CONSULTING false 12500 ASPEN LEADERSHIP GROUP LLC CONSULTING false 50000 70834 AL AK AZ AR CA CO CT DC FL GA HI ID IL IN KS KY LA ME MD MA MI MN MS MO MT NE NV NH NJ NM NY NC ND OH OK OR PA RI SC SD TN UT VT VA WA WV WI WY STRITCH DINNER 469019 370834 98185 0 0 175607 155439 13644 38974 FOUNDER DINNER 308025 241055 66970 0 0 158322 125066 6760 25973 3 181313 135824 45489 0 0 0 12849 125000 587 958357 747713 210644 0 0 333929 293354 145404 65534 838221 -627577 SCHEDULE G, PART I, LINE 2B AMOUNTS 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. true AMERICAN DIABETES ASSOCIATION PO Box 631762 BALTIMORE MD 21263 121623888 501(c)(3) 10000 AWARDS CEREMONI SPONSORSHIP BLACK MEN'S XCHANGE NATIONAL 1396 FALLS RIVER DR CONYERS GA 30013 272330266 501(c)(3) 35000 0 HIV RESEARCH CASE WESTERN RESERVE UNIVERSITY 10900 EUCLID AVENUE CLEVELAND OH 44106 341018992 501(c)(3) 5046 0 DEVELOP STATISTICAL METHODS CHICAGO FOUNDATION FOR WOMEN 1 E WACKER DR 1260 CHICAGO IL 60601 363348160 501(c)(3) 40000 0 PROGRAMING EVALUATION COUNCIL ON SOCIAL WORK EDUCATION 1701 DUKE STREET 200 ALEXANDRIA VA 22314 541856529 501(c)(3) 6000 0 TRAINING SPONSORSHIP CRISTO REY NETWORK 14 E JACKSON BOULEVARD 1200 CHICAGO IL 60604 364067307 501(c)(3) 7500 0 CONVOCATION DONATION DREXEL UNIVERSITY 3201 ARCH ST STE 100 PHILADELPHIA PA 19104 231352630 501(c)(3) 20606 0 OBESITY RESEARCH HEALTH AND MEDICINE POLICY RESEARCH GROUP 29 E MADISON ST STE 602 CHICAGO IL 60602 363143826 501(c)(3) 10000 0 SCHWEITZER FELLOWS PRGM HINES VA HOSPITAL RESEARCH SERVICE PO BOX 1490 DEPARTMENT OF PERSONNEL SERVICES HINES IL 60141 363767770 170(c)(1) 64324 0 NEUROSCIENCE RESEARCH ILLINOIS INSTITUTE OF TECHNOLOGY 3300 S FEDERAL ST CHICAGO IL 60616 362170136 501(c)(3) 12086 0 CARDIOVASCULAR RESEARCH LAWRENCE LIVERMORE NATIONAL LABORATORY PO BOX 5516 LIVERMORE CA 94551 205624386 501(c)(3) 300000 0 ANTHRAX VACCINATION RESEARCH LIFT INC 1620 I ST NW 820 WASHINGTON DC 20006 522168409 501(c)(3) 25000 0 PLATINUM SPONSORSHIP LOS ALAMOS NATIONAL LABORATORY PO BOX 1663 LOS ALAMOS NM 87545 203104541 170(c)(1) 62283 0 MOLECULAR MODELING LOUISIANA STATE UNIVERSITY 433 BOLIVAR STREET NEW ORLEANS LA 70112 726087770 170(c)(1) 7634 0 BREAST CANCER RESEARCH LOYOLA ACADEMY 1100 LARAMIE AVENUE GRANT ACCOUNTING WILMETTE IL 60091 362367981 501(c)(3) 8500 0 PRESIDENT'S DINNER SPONSORSHIP LOYOLA UNIVERSITY MEDICAL CENTER 2160 SOUTH FIRST AVENUE MAYWOOD IL 60153 363342448 501(c)(3) 25000 0 5K RACE WALK SPONSORSHIP MARQUETTE UNIVERSITY PO BOX 1881 MILWAUKEE WI 53201 390806251 501(c)(3) 48520 0 ANTIBACTERIAL DRUG RESEARCH MASSACHUSETTS EYE & EAR INFIRMARY 243 CHARLES ST 5TH FL BOSTON MA 02114 042103591 501(c)(3) 23528 0 BACTERIAL RESEARCH MEDICAL UNIVERSITY OF SOUTH CAROLINA 19 HAGOOD AVE STE 303 CHARLESTON SC 29425 576000722 170(c)(1) 862552 0 MODULATING MOUSE RESEARCH MEDICAL UNIVERSITY OF WISCONSIN 8701 WATERTOWN PLANK RD MILWAUKEE WI 53226 390806261 170(c)(1) 19984 0 PROTEIN RECEPTOR SIGNALING METROPOLIS STRATEGIES 21 S CLARK ST STE 4301 CHICAGO IL 60603 364278088 501(c)(3) 123302 0 ILLINOIS MODELS FOR CHANGE MICHIGAN STATE UNIVERSITY 301 ADMIN BUILDING EAST LANSING MI 48824 386005984 501(c)(3) 110996 0 ADOLESCENCE SEXUALITY RESEARCH MUSEUM OF SCIENCE & INDUSTRY 5700 S LAKESHORE DR CHICAGO IL 60637 362167797 501(c)(3) 5688 0 PROMOTE SUSTAINABILITY NAVAL SURFACE WARFARE CENTER 17632 DAHLGREN RD DAHLGREN VA 22448 520592178 170(c)(1) 104853 0 BIO-THREAT AGENT RESEARCH PEGGY NOTEBAERT NATURE MUSEUM 2430 N CANNON DRIVE CHICAGO IL 60614 360895575 501(c)(3) 30429 0 BUTTERFLY BALL SPONSORSHIP PURDUE UNIVERSITY 401 S GRANT ST WEST LAFAYETTE IN 47907 356002041 501(c)(3) 178438 0 VIRAL PROTEASES RESEARCH RESEARCH FOUNDATION FOR SUNY 230 W 41ST 7TH FLOOR NEW YORK NY 74906 131988190 501(c)(3) 29195 0 OYSTER RESTORATION RESEARCH SCOTT WHITE HEALTHCARE FOUNDATION 2401 S 31ST STREET TEMPLE TX 76508 273513154 501(c)(3) 21178 0 CARDIAC MYOSIN BINDING TUFTS MEDICAL CENTER 800 WASHINGTON ST 817 BOSTON MA 02111 043400617 501(c)(3) 76087 0 IMMUNOTHERAPEUTIC RESEARCH UNIVERSITY OF CINCINNATI 231 ALBERT SABIN WAY CINCINNATI OH 45267 316000989 170(c)(1) 8139 0 CARDIOPROTECTION RESEARCH UNIVERSITY OF ILLINOIS 506 S WRIGHT STREET URBANA IL 61801 376000511 170(c)(1) 9596 0 CARDIOPROTECTION RESEARCH UNIVERSITY OF ILLINOIS AT CHICAGO 1737 W POLK ST CHICAGO IL 60612 376000511 170(c)(1) 39423 0 HEPATITIS C VIRUS DETECTION UNIVERSITY OF MINNESOTA 505 ESSEX STREET MINNEAPOLIS MN 55455 416007513 170(c)(1) 11743 0 CARDIOPROTECTION RESEARCH UNIVERSITY OF NOTRE DAME 940 GRACE HALL PO BOX 1086 NOTRE DAME IN 46556 350868188 501(c)(3) 21724 0 BLACKBIRDS PREY RESEARCH AMERICAN QUALITY SCHOOLS CORP 850 WEST JACKSON CHICAGO IL 60607 364298732 501(c)(3) 10386 FEDERAL WORK STUDY REIMBURSEMENT ASIAN HUMAN SERVICES 4753 NORTH BROADWAY 700 CHICAGO IL 60640 363698770 501(c)(3) 27455 FEDERAL WORK STUDY REIMBURSEMENT CIRCESTEEM 4730 N SHERIDAN ROAD CHICAGO IL 60640 360050649 501(c)(3) 23058 FEDERAL WORK STUDY REIMBURSEMENT HOUSING OPPORTUNITIES FOR WOMEN 1607 W HOWARD ST CHICAGO IL 60626 363263818 501(c)(3) 16210 FEDERAL WORK STUDY REIMBURSEMENT INDO-AMERICAN CENTER 6328 N CALIFORNIA AVE CHICAGO IL 60659 363689665 501(c)(3) 8721 FEDERAL WORK STUDY REIMBURSEMENT INTERFAITH WORKER JUSTICE 1020 W BRYN MAWR 4TH FL CHICAGO IL 60660 364063982 501(c)(3) 7891 FEDERAL WORK STUDY REIMBURSEMENT LIVING WORKS 6808 N ASHLAND BLVD CHICAGO IL 60626 363946012 501(c)(3) 20293 FEDERAL WORK STUDY REIMBURSEMENT MCGAW YMCA 1000 GROVE STREET EVANSTON IL 60201 362169194 501(c)(3) 17645 FEDERAL WORK STUDY REIMBURSEMENT Sacred Heart Schools 6250 North Sheridan Chicago IL 60660 362170839 501(c)(3) 44000 Federal Work Study Reimbursement United Church of Rogers Park 1545 W Morse Ave Chicago IL 60626 362677402 501(c)(3) 7872 Federal Work Study Reimbursement Youth Organizations Umbrella Inc 1027 Sherman Avenue Evanston IL 60202 362734966 501(c)(3) 21885 Federal Work Study Reimbursement NORTHSIDE CATHOLIC ACADEMY 6216 N GLENWOOD AVE CHICAGO IL 60660 363956710 501(C)(3) 7074 FEDERAL WORK STUDY REIMBURSEMENT Community Counseling Center of Chicago 4740 N Clark Chicago IL 60640 237115384 501(c)(3) 6114 Federal Work Study Reimbursement Family Empowerment Center 1533 W Devon Ave Chicago IL 60660 421570884 501(c)(3) 8962 0 Federal Work Study Reimbursement Misericordia 6300 N Ridge Blvd Chicago IL 60645 362170153 501(c)(3) 6773 Federal Work Study Reimbursement Office of Catholic Charities 835 N Rush Street Chicago IL 60611 362170821 501(c)(3) 14729 Federal Work Study Reimbursement 50 Fellowships 235 1201458 Scholarships to Individuals 11281 153822660 FORM 990, SCHEDULE I ORGANIZATION'S PROCEDURES TO MONITOR GRANT USE ALL GRANTS AND SCHOLARSHIPS ARE AWARDED ON A NONDISCRIMINATORY BASIS. AMOUNTS ARE APPLIED DIRECTLY TOWARDS A STUDENT'S TUITION, ROOM, AND BOARD COSTS, THEREBY ENSURING THE FUNDS ARE USED AS INTENDED. ADDITIONALLY, ANY ORGANIZATIONS AND ENTITIES RECEIVING SUBCONTRACT GRANTS FROM LOYOLA UNIVERSITY CHICAGO ARE REQUIRED TO SUBMIT ANNUAL PROGRESS REPORTS ON THE USE OF THESE FUNDS. THESE PROGRESS REPORTS ARE MONITORED AND REVIEWED BY THE PRINCIPAL INVESTIGATORS TO ENSURE FUNDS ARE BEING USED APPROPRIATELY. X X X true true X X X true false false false false false false true false Steven M Bergfeld Sr VP Health Sciences Division 243922 0 25000 0 3883 0 28750 0 16434 0 317989 0 0 0 Linda Brubaker MD Interim Provost HSD, Dean SSOM 459005 0 0 0 3370 0 28750 0 25381 0 516506 0 0 0 Pamela G Costas VP General Counsel & Secretary 243334 0 0 0 573 0 24600 0 9573 0 278080 0 0 0 Pieter DeTombe Cell & Molecular Phys. Chair 326764 0 0 0 2322 0 28750 0 63279 0 421115 0 0 0 Francis C Fennell Jr Former Key Employee 131219 0 0 0 1038 0 16548 0 16515 0 165320 0 0 0 Richard L Gamelli MD Sr VP/Provost(Resign. 10/1/14) 537634 0 0 0 3937 0 24654 0 14262 0 580487 0 0 0 Kathleen A Getz Dean, School of Business 295358 0 0 0 2085 0 28750 0 23467 0 349660 0 0 0 Philip D Hale VP for Government Affairs 181096 0 0 0 645 0 20556 0 17712 0 220009 0 0 0 Jonathan R Heintzelman Former Officer 0 0 0 0 119483 0 0 0 0 0 119483 0 0 0 Emilio Iodice VP, Dir. John Felice Rome Ctr. 207530 0 0 0 148195 0 16524 0 1834 0 374083 0 0 0 Abolhassan Jalilvand Former Key Employee 220645 0 0 0 2344 0 21573 0 18904 0 263466 0 0 0 Eric C Jones Treas. & Chief Invest. Officer 182787 0 0 0 423 0 16588 0 24674 0 224472 0 0 0 Thomas M Kelly Sr VP Admin. Services 260975 0 0 0 981 0 28750 0 88468 0 379174 0 0 0 Robert D Kelly Former Officer 129586 0 0 0 5165 0 10598 0 6337 0 151686 0 0 0 Richard Kennedy Vice Provost for Research 318496 0 0 0 3461 0 28750 0 16435 0 367142 0 0 0 William G Laird Sr VP Fin & CFO (Resign. 8/14) 231705 0 0 0 30366 0 24078 0 12602 0 298751 0 0 0 Wayne Magdziarz Sr VP for Capital Planning 280655 0 0 0 5163 0 25593 0 16349 0 327760 0 0 0 Susan M Malisch VP & Chief Information Officer 265981 0 0 0 977 0 28750 0 11339 0 307047 0 0 0 Porter A Moser Head Basketball Coach 384139 0 0 0 810 0 26000 0 23902 0 434851 0 0 0 Jane Neufeld VP for Student Development 180508 0 0 0 503 0 21244 0 10780 0 213035 0 0 0 Michael I Nishimura Professor Dept of Surgery 302705 0 44925 0 2141 0 23550 0 19063 0 392384 0 0 0 John P Pelissero Provost Lakeside 340855 0 0 0 3564 0 28750 0 19125 0 392294 0 0 0 John Schietinger Assistant Secretary 125261 0 0 0 150 0 13731 0 28512 0 167654 0 0 0 Kelly Shannon VP Univ. Marketing & Comm. 209157 0 100 0 1409 0 21266 0 26420 0 258352 0 0 0 David N Yellen Dean, School of Law 411133 0 0 0 2322 0 28750 0 33224 0 475429 0 0 0 SCHEDULE J, PART I, QUESTION 1A CHARTER TRAVEL THE UNIVERSITY CHARTERS AIRCRAFT FOR THE PURPOSE OF TRANSPORTING THE BASKETBALL TEAM TO INTERCOLLEGIATE ATHLETIC EVENT LOCATIONS. IN INSTANCES WHERE A UNIVERSITY EMPLOYEE AND/OR THEIR FAMILY MEMBER TRAVELS ON A UNIVERSITY CHARTERED FLIGHT, WITHOUT A UNIVERSITY BUSINESS PURPOSE, THE UNIVERSITY DETERMINES THE TAXABLE VALUE, WHICH MAY BE ZERO, OF THE CHARTERED TRAVEL PROVIDED TO THE EMPLOYEE AND/OR THEIR FAMILY MEMBER. 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 4A ROBERT 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. A Illinois Finance Authority 861091967 45200B2C1 2007-04-12 28980884 Refund 1997A bonds issued 7/9/97 true false false B Illinois Finance Authority 861091967 45203TFG6 2008-06-04 80000000 Refund & new const; see Part VI false false false C Illinois Finance Authority 861091967 45203HHM7 2012-05-31 104526524 Refund & new const; see Part VI false false false A 1800000 2500000 28980884 0 0 0 330482 0 0 0 28650402 0 2007 true false true true B 5960000 0 80082002 0 0 0 0 0 0 45131597 34950405 0 2009 true false true true C 1240000 0 104575017 0 0 0 391389 0 0 60492499 43691129 0 2013 false true false true A 0 B false true true true false 0.00000 0.00000 0.00000 false false false true C false false true true false 0.00000 0.00000 0.00000 false false false true A false false true false false false 0 false 0 false true B false false true false true false 0 false 0 false true C false false true false false false 0 false 0 false true A true B true C true SCHEDULE K, PART I, LINE B, COLUMN F THE 2008 NOTES REFUNDED THE 2004B BONDS ISSUED 12/2/2004 AND THE REMAINING PROCEEDS FINANCED CONSTRUCTION AND EQUIPPING OF VARIOUS EDUCATIONAL FACILITIES. SCHEDULE K, PART I, LINE C, COLUMN F THE 2012B BONDS REFUNDED THE 2003A BONDS ISSUED 7/16/2003 AND THE 2004A BONDS ISSUED 12/2/2004, AND THE REMAINING PROCEEDS FINANCED CONSTRUCTION AND EQUIPPING OF VARIOUS EDUCATIONAL FACILITIES. SCHEDULE K, PART II, LINE 3 COLUMN B: THE TOTAL AMOUNT OF $80,082,002 INCLUDES THE ORIGINAL ISSUE PRICE OF $80,000,000 AND $82,002 OF INVESTMENT EARNINGS. COLUMN C: THE TOTAL AMOUNT OF $104,575,017 INCLUDES THE ORIGINAL ISSUE PRICE OF $104,526,524 AND $48,493 OF INVESTMENT EARNINGS(EXCLUDING EARNINGS IN THE REFUNDING ESCROWS). 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 & C THE UNIVERSITY HAS A CONTRACT POLICY THAT REQUIRES REVIEW OF CERTAIN CONTRACTS BY THE UNIVERSITY'S FINANCE AND LEGAL DEPARTMENTS. MANAGEMENT AND SERVICE CONTRACTS RELEVANT TO THE BOND-FINANCED FACILITIES AND ENTERED INTO PURSUANT TO THE POLICY HAVE BEEN REVIEWED BY OUTSIDE COUNSEL AND DETERMINED TO HAVE MET THE SAFE HARBOR UNDER REV PROC 97-13. 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. Robert D Kelly Former Officer Purchase of Home X 100000 109981 false false true 109981 NA N/A 1800 SCHOLARSHIP TUITION Bridget Kelly Spouse of Former Officer 81760 Employment false Cecilia Rodriguez Spouse of Trustee 82570 Employment false SCHEDULE L, PART IV BUSINESS 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. X 31 294564 OPINIONS OF EXPERTS X 1 22000 OPINIONS OF EXPERTS X 5109 COST/SELLING PRICE X 15574 COST/SELLING PRICE X 79 1733288 COST/SELLING PRICE X 1 424000 COST/SELLING PRICE X 9 4325 COST/SELLING PRICE X 483 23138 COST/SELLING PRICE X 85 2520 OPINIONS OF EXPERTS X MISCELLANEOUS 65 29831 COST/SELLING PRICE X SPORT EVENT TICKETS 23 9739 COST/SELLING PRICE X GIFT CERTIFICATES 57 3451 COST/SELLING PRICE X ATHLETIC EQUIPMENT 1 23000 COST/SELLING PRICE 8 false true true SCHEDULE M, PART I, COLUMN B THE NUMBER OF CONTRIBUTIONS IS BEING REPORTED IN COLUMN B. SCHEDULE M, PART I, LINE 32B THIRD PARTY PROCESSING OF CONTRIBUTIONS THE UNIVERSITY MAINTAINS BROKERAGE RELATIONSHIPS TO FACILITATE THE PROCESSING AND SELLING OF SECURITIES RECEIVED FROM DONORS. FORM 990, PART VI, LINE 11B PROCESS USED TO REVIEW THE FORM 990 THE SENIOR TAX ANALYST WORKS WITH A PUBLIC ACCOUNTING FIRM TO COMPLETE A DRAFT FORM 990. THIS IS THEN REVIEWED IN DETAIL BY THE CONTROLLER AND THE ACCOUNTING FIRMS MANAGEMENT TEAM. THE DRAFT FORM IS THEN REVIEWED BY THE SENIOR VICE PRESIDENT FOR FINANCE AND CFO FOR ANY ADDITIONAL COMMENTS. ONCE A FINAL DRAFT VERSION OF THE FORM 990 HAS BEEN PRODUCED, IT IS THEN REVIEWED BY THE AUDIT COMMITTEE OF THE BOARD OF TRUSTEES. THE FINAL COMPLETE VERSION OF THE FORM 990 IS THEN DISTRIBUTED VIA THE BOARD OF TRUSTEES SECURE WEBSITE TO ALL VOTING MEMBERS OF THE BOARD OF TRUSTEES PRIOR TO ITS FILING. FORM 990, PART VI, LINE 12C MONITORING AND ENFORCEMENT OF COMPLIANCE WITH CONFLICT OF INTEREST POLICY EACH YEAR, THE CONFLICT OF INTEREST POLICY IS UPDATED AS NECESSARY AND DISTRIBUTED TO ALL CURRENT OFFICERS, DIRECTORS, TRUSTEES, AND KEY EMPLOYEES, ALONG WITH A CONFLICT OF INTEREST DISCLOSURE STATEMENT. EVERY EFFORT IS MADE TO OBTAIN COMPLETED AND SIGNED DISCLOSURE STATEMENTS FROM ALL THOSE TO WHOM IT WAS DISTRIBUTED. FORM 990, PART VI, LINE 15 PROCESS FOR DETERMINING COMPENSATION EXECUTIVE COMPENSATION HAS BEEN DOCUMENTED AND DISCUSSED AT LEAST ANNUALLY AT A COMPENSATION SUB-COMMITTEE OF THE EXECUTIVE COMMITTEE OF THE BOARD OF TRUSTEES. THE HUMAN RESOURCES DEPARTMENT OF THE UNIVERSITY PREPARES COMPARATIVE AND HISTORICAL INFORMATION FOR THE SUB-COMMITTEE TO REVIEW FOR EACH OF THE FOLLOWING POSITIONS: PRESIDENT, PROVOSTS AND VICE-PRESIDENTS. THE INFORMATION PROVIDED INCLUDES A SALARY HISTORY, AN ANNUAL TOTAL COMPENSATION TALLY SHEET, A DETAILED COMPARISON OF COMPENSATION TO OTHER PEER INSTITUTIONS INCLUDING MEMBERS OF THE ASSOCIATION OF JESUIT COLLEGES AND UNIVERSITIES (AJCU) AS WELL AS OTHER DOCTORAL INSTITUTIONS OF COMPARABLE SIZE. MOST OF THE COMPENSATION DATA COMES FROM THE COLLEGE AND UNIVERSITY PROFESSIONAL ASSOCIATION - HUMAN RESOURCES (CUPA-HR) ANNUAL SALARY SURVEY. PRIOR TO THE MEETING, THE CHAIRMAN OF THE BOARD OF TRUSTEES REVIEWS THE COMPENSATION DATA, ASSESSES PERFORMANCE, AND PROPOSES COMPENSATION FOR THE PRESIDENT. THESE PROPOSALS, ALONG WITH THE COMPARABILITY DATA, ARE THEN REVIEWED, DISCUSSED AND APPROVED AT THE COMPENSATION SUB-COMMITTEE MEETING. ADDITIONALLY, A SUMMARY REPORT OF THIS DATA AND COMPENSATION DECISIONS WILL BE MADE TO THE FULL BOARD OF TRUSTEES. THE HUMAN RESOURCES DEPARTMENT DOCUMENTS ALL OF THE APPROVALS AND DECISIONS MADE DURING ANY COMPENSATION SUB-COMMITTEE MEETINGS, RETAINS A COPY OF REPORTS IN ITS FILES, AND PROCESSES ANY AND ALL CHANGES. FORM 990, PART VI, LINE 19 AVAIL OF GOV DOCS, CONFLICT OF INTEREST POLICY, & FIN STMTS TO GEN PUBLIC THE CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE MADE AVAILABLE TO THE PUBLIC VIA THE UNIVERSITY'S WEBSITE. GOVERNING DOCUMENTS ARE AVAILABLE UPON REQUEST. FORM 990, PART VII, SECTION A, LINE 1A Officers, Directors, Trustees, Key Employees, & Highest Paid Employees Richard Rodriguez, Trustee, received compensation during Calendar Year 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 9 OTHER 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) MUNDELEIN COLLEGE 820 N MICHIGAN CHICAGO IL 60611 362179799 EDUCATION IL 501(c)(3) 2 LUC true KRASA FAMILY TRUST PO BOX 803878 CHICAGO IL 60680 366828217 SUPPORT LUC IL 501(c)(3) 11d NA true LOYOLA ROME CENTER FOUNDATION 999999999 SUPPORT IT 501(c)(3) LUC true false false true false false false false false false false false false false false false false false false false KRASA FAMILY TRUST c 158335 CASH