2014-05-28T14:03:30-07:00 2013-07-31 990 2012-08-01 720408946 LOYOLA UNIVERSITY NEW ORLEANS LOYO 5048653149 6363 St Charles Avenue New Orleans LA 70118 Jay Calamia 5048653144 2014-05-29 2012 2015-11-30 17:44:51Z Jay Calamia 6363 Saint Charles Avenue Box 11 New Orleans LA 70118 578415161 0 0928 X www.loyno.edu X 1912 LA Loyola University New Orleans, a Jesuit and Catholic institution of higher education, welcomes students of diverse backgrounds and prepares them to lead meaningful lives with and for others; to pursue truth, wisdom, and virtue; and to work for a more just world. Inspired by Ignatius of Loyola's vision of finding God in all things, the university is grounded in the liberal arts and sciences, while also offering opportunities for professional studies in undergraduate and selected graduate programs. Through teaching, research, creative activities, and service, the faculty, in cooperation with the staff, strives to educate the whole student and to benefit the larger community. 31 28 3223 395 316383 0 16884279 23812472 144029697 154804708 6972403 12901572 337277 398654 168223656 191917406 59633603 62994103 0 0 77751989 82347005 0 0 6529210 45599480 47118587 182985072 192459695 -14761416 -542289 577564371 603280995 216976273 216410830 360588098 386870165 Loyola University New Orleans, a Jesuit and Catholic institution of higher education, welcomes students of diverse backgrounds and prepares them to lead meaningful lives with and for others; to pursue truth, wisdom, and virtue; and to work for a more just world. Inspired by Ignatius of Loyola's vision of finding God in all things, the university is grounded in the liberal arts and sciences, while also offering opportunities for professional studies in undergraduate and selected graduate programs. Through teaching, research, creative activities, and service, the faculty, in cooperation with the staff, strives to educate the whole student and to benefit the larger community. 0 0 153710307 62994103 0 Higher Education: Number of Students: Fall 2012-5082; Spring 2013-4827; Summer 2013-1827 (Includes Scholarships and Financial Aid as provided in total grants). 8487525 0 0 Higher Education: Auxiliary Enterprises - operation of the student center, recreational complex, parking garages and residence halls (4 enterprises) 6345920 0 0 Higher Education: Interest on Indebtedness (4 bond issues) for construction of academic buildings and other building uses in education of college students. 0 0 0 168543752 1 1 0 0 0 0 0 1 0 1 1 0 0 0 1 0 1 0 1 1 1 0 0 0 1 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 1 7225 0 1 3223 1 1 1 1 CJ EI 0 0 0 1 1 0 0 0 1 1 0 X 31 28 0 0 0 0 1 1 1 1 1 0 0 1 1 1 1 1 1 1 1 0 X X Jay Calamia 5048653946 6363 St Charles Ave New Orleans LA 70118 R Bentley Anderson SJ 1 0 X 0 0 0 Virginia Angelico-Tatum DDS 1 0 X 0 0 0 William Blase Jr 1 0 X 0 0 0 James Bowler SJ 1 0 X 0 0 0 Michael Braden SJ 1 0 X 0 0 0 Robert Brown 1 0 X 0 0 0 Carolyn Callahan 1 0 X 0 0 0 Dennis Cuneo 1 0 X 0 0 0 Donald Faust MD 1 0 X 0 0 0 David Ferris 1 0 X 0 0 0 Anne Gauthier 1 0 X 0 0 0 S Derby Gisclair 1 0 X 0 0 0 Gail Jock 1 0 X 0 0 0 T Frank Kennedy SJ 1 0 X 0 0 0 Rachel Kent 1 0 X 0 0 0 Rita Benson LeBlanc 1 0 X 0 0 0 Robert LeBlanc Jr 1 0 X 0 0 0 Floyd Malveaux MD PhD 1 0 X 0 0 0 Joseph O'Keefe SJ 1 0 X 0 0 0 Sean O'Keefe 1 0 X 0 0 0 Kevin Quinn SJ 1 0 X 0 0 0 Richard Salmi SJ 1 0 X 0 0 0 Stephen Sauer SJ 1 0 X 0 0 0 N John Simmons Jr 1 0 X 0 0 0 Paul Soukup SJ 1 0 X 0 0 0 Ileana Suquet 1 0 X 0 0 0 J Kevin Poorman 1 0 X X 0 0 0 John Finan Jr 1 0 X X 0 0 0 Rev Kevin Wm Wildes SJ 40 0 X X 314750 0 83409 Rev Peter Rogers SJ 40 0 X X 71986 0 19076 Rev Robert Gerlich SJ 40 0 X X 51530 0 13655 William Bishop 40 0 X 247275 0 40898 Donald Boomgaarden 40 0 X 183864 0 35064 John Calamia 40 0 X 225011 0 32953 William Locander 40 0 X 274673 0 41536 Maria Lopez 40 0 X 273390 0 40109 Marc Manganaro 40 0 X 140740 0 25697 Luis Miron 40 0 X 207852 0 37849 Marcia Petty 40 0 X 208319 0 31036 James Klebba 40 0 X 248896 0 35314 Edward Kvet 0 0 X 229509 0 39207 Kathryn Lorio 40 0 X 210992 0 32749 Lydia Voigt 40 0 X 222999 0 33651 Lee Yao 40 0 X 229900 0 24247 Lawrence Moore SJ 40 0 X 175812 0 46590 3517498 0 613040 92 1 1 0 Broadmoor LLC 2720 North Arnoult Road Metairie LA 70002 Construction Contractor 15467916 Sodexho 6363 St Charles Ave Box 243 New Orleans LA 70118 Food Service 6441714 Woodward Design 1000 S Jefferson Davis Parkway New Orleans LA 70125 Construction Contractor 3336807 Holabird and Root Holly and Smith 140 South Dearborn 5th Floor Chicago IL 60603 Architects 3040435 Deltak 745 McClintock Suite 105 Burr Ridge IL 60527 Educational Services 2345456 62 0 0 0 0 3013716 20798756 58571 23812472 Related Business Income Activities 611310 154804708 154804708 0 0 0 0 0 0 154804708 5462158 0 0 5462158 0 0 0 0 0 0 0 0 35400 0 0 0 35400 0 35400 0 0 35400 393891235 0 386451821 0 7439414 0 7439414 0 0 7439414 92805 0 45934 46871 0 46871 0 0 0 0 0 0 0 0 0 0 0 0 Twomey Print Shop 561439 103374 0 103374 0 Roussell Hall 532000 96596 0 96596 0 Recreational Center 713940 116413 0 116413 0 0 0 0 0 316383 191917406 154804708 316383 12983843 0 0 62994103 62994103 0 0 0 0 2778086 1810852 670147 297087 0 0 0 0 64282030 54076785 7349678 2855567 4219377 3515141 506020 198216 6845059 5750291 753479 341289 4222453 3510480 507045 204928 0 0 0 0 69280 2000 67280 0 114033 1350 112683 0 0 0 0 0 0 0 0 0 0 0 5682503 4288582 1034925 358996 1447144 906083 106761 434300 3045859 2134749 655741 255369 2336176 2255167 7886 73123 433 433 0 0 3902290 3277923 429252 195115 3406236 2997205 212555 196476 0 0 0 0 1096049 908398 85143 102508 7645687 6345921 917482 382284 0 0 0 0 4983538 4136336 598025 249177 2896971 2404485 347637 144849 Books 2349701 2277693 7917 64091 Bad Debts 635721 0 635721 0 Educational & Student Services 1463824 1366324 100000 -2500 Equipment, Rental & Maintenance 4674119 3188211 1340899 145009 1369023 395240 940457 33326 192459695 168543752 17386733 6529210 1447972 1935907 136140070 77841309 10511594 14908390 4016542 3948305 0 0 3616520 4223661 479739 487895 4021543 3638851 282035426 63164015 168501980 218871411 247938614 276535468 0 0 0 889797 889798 577564371 603280995 7476934 8873825 0 4620142 4222242 197668137 193353073 0 0 0 0 7211060 9961690 216976273 216410830 X 265783361 265217739 32156734 51828254 62648003 69824172 360588098 386870165 577564371 603280995 X -542289 29113622 0 0 0 -2289266 X 0 1 X 1 1 1 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 X X X 0 258506165 8638849 41716864 3444188 8763000 4967905 291686785 269563686 3679951 1542637 3463155 8843000 3973954 258506165 247660529 5573464 33230854 2775116 9493000 4633045 269563686 234480088 1557020 28064767 1061278 10907000 4473068 247660529 306762822 2601279 -59626028 2238342 12090000 929643 234480088 0.6 0.24 0.16 0 0 7839559 0 7839559 190878336 0 55106228 135772108 0 0 0 0 8779886 0 8057787 722099 74537645 0 0 74537645 218871411 0 Refundable Loan Program 5747467 Severance Liability 1645088 Pension Benefits Payable 1570000 Annuity Payable 512922 Funds Held for Others 486213 9961690 166789614 29113622 0 0 0 29113622 137675992 0 54241414 54241414 191917406 138218281 0 0 0 0 0 138218281 0 54241414 54241414 192459695 SchD_P03_S00_L01 Schedule D, Part III, Line 1 N/A SchD_P03_S00_L04 Schedule D, Part III, Line 4 Located on the third floor of the Monroe Library, Special Collections and Archives preserves materials related to the history of Louisiana and the South, the Society of Jesus, and Loyola University New Orleans. Special Collections and Archives is comprised of several different types of materials: the Book Collection, the Archival and Manuscript Collection, Microfilm, and the University Archives. The primary mission of the Monroe Library is to serve the teaching and research needs of Loyola University faculty and students as well as the research needs of the broader scholarly community. Special Collections & Archives supports this mission by collecting, preserving, and making available published materials, manuscripts, and archives that are rare, unique, or in some other way extraordinary. SchD_P05_S00_L04 Schedule D, Part V, Line 4 Funds drawn from the endowment are used for scholarships, debt service, and general operation expenses. SchD_P11_S00_L04b Schedule D, Part XI, Line 4b Scholarships SchD_P12_S00_L04b Schedule D, Part XII, Line 4b Scholarships 1 1 1 1 1 1 1 0 0 0 0 0 0 0 0 1 0 1 SchE_P01_S00_L03 Schedule E, Part I, Line 3 It is publicized in university bulletins, the university website, and all university admission brochures. SchE_P01_S00_L06 Schedule E, Part I, Line 6 Students that qualify receive federal and state need-based assistance. Europe (including Iceland and Greenland) 3 39 Program Services Education-Study Abroad 443283 East Asia and the Pacific 0 2 Program Services Education-Study Abroad 22237 South America 1 4 Program Services Education-Study Abroad 80862 South Asia 0 3 Program Services Education-Study Abroad 11500 Russia and the newly independent States 1 2 Program Services Education-Study Abroad 17831 Sub-Saharan Africa 0 1 Program Services Education 1780 Central America and the Caribbean 0 2 Program Services Education 1700 5 53 579193 0 0 0 0 0 0 Athletic Fundraisers 24805 0 24805 0 0 0 0 9849 0 Law School Fundraisers 61755 0 61755 0 0 0 0 32635 0 7 6245 0 6245 0 0 0 0 3450 0 92805 0 92805 0 0 0 0 45934 0 45934 46871 1 Scholarships and Tuition Remission 3750 62994103 0 FMV SchI_P01_S00_L02 Schedule I, Part I, Line 2 Scholarships and other types of financial assistance are monitored through internal transfer of funds within the university. X X 1 1 X 0 0 0 0 0 0 0 0 0 Rev Kevin Wm Wildes SJ 314750 0 0 0 0 0 0 0 83409 0 398159 0 0 0 Rev Robert Gerlich SJ 51530 0 0 0 0 0 0 0 13655 0 65185 0 0 0 Rev Peter Rogers SJ 71986 0 0 0 0 0 0 0 19076 0 91062 0 0 0 William Bishop 247275 0 0 0 0 0 20000 0 20898 0 288173 0 0 0 Donald Boomgaarden 183864 0 0 0 0 0 14992 0 20072 0 218928 0 0 0 John Calamia 225011 0 0 0 0 0 17895 0 15058 0 257964 0 0 0 William Locander 274673 0 0 0 0 0 20000 0 21536 0 316209 0 0 0 Maria Lopez 273390 0 0 0 0 0 20000 0 20109 0 313499 0 0 0 Marc Manganaro 140740 0 0 0 0 0 10000 0 15697 0 166437 0 0 0 Luis Miron 207852 0 0 0 0 0 17359 0 20490 0 245701 0 0 0 Marcia Petty 208319 0 0 0 0 0 16173 0 14863 0 239355 0 0 0 James Klebba 248896 0 0 0 0 0 19810 0 15504 0 284210 0 0 0 Edward Kvet 229509 0 0 0 0 0 18663 0 20544 0 268716 0 0 0 Kathryn Lorio 210992 0 0 0 0 0 16716 0 16033 0 243741 0 0 0 Lydia Voigt 222999 0 0 0 0 0 18603 0 15048 0 256650 0 0 0 Lee Yao 229900 0 0 0 0 0 10629 0 13618 0 254147 0 0 0 Lawrence Moore SJ 175812 0 0 0 0 0 0 0 46590 0 222402 0 0 0 SchJ_P01_S00_L01a Schedule J, Part I, Line 1a Spousal travel of key employees is reimbursed if considered for fund-raising activities, public relations or development. Fr. Wildes, SJ, University President, resides in one of the university residence halls. No fee is charged. SchJ_P01_S00_L03 Schedule J, Part I, Line 3 The Executive Committee of the Board of Trustees chaired by the Board Chairperson deliberates to determine the President's compensation. Each member of the compensation-setting body is a disinterested party. Jesuit members of the Executive Committee recuse themselves from the salary deliberations. Salary data obtained from the Association of Colleges and University Personnel Administrators, the Association of Jesuit Colleges and Universities and an executive search firm database is used to determine compensation comparability. The decision of the compensation-setting body including terms of the compensation, the date approved, members of the compensation-setting body present during the discussion of the compensation and voting members, comparability data relied on and the source of the data and an affirmation that all members were free of any conflict of interest is documented and retained by the Secretary of the Board of Trustees. A Louisiana Public Facilities Authority 720895871 546398MY1 2006-07-27 44100000 Construction 0 0 0 B Louisiana Public Facilities Authority 720895871 546398F37 2010-03-24 35000000 Construction 0 0 0 C Louisiana Public Facilitties Authority 720895871 546398P44 2011-10-19 125000000 Construction 0 0 0 A 15045000 0 45996677 0 0 0 871750 0 0 15000000 0 0 2006 0 1 1 1 B 1235000 0 36614673 0 1726633 0 539723 0 0 34348317 0 0 2011 0 0 1 1 C 0 0 128452335 0 9075659 0 1269701 0 0 72347530 0 47172098 2015 0 0 0 1 A 0 0 0 0 0 0 0 0 0 1 B 0 0 0 0 0 0 0 0 0 1 C 0 0 0 0 0 0 0 0 0 1 A 0 0 0 0 0 0 0 0 1 B 0 0 0 0 0 0 0 0 1 C 0 0 0 0 0 0 0 0 1 A 1 B 1 C 1 X 9 58571 Selling Price 0 0 1 0 F990_P06_S0A_L06 Form 990, Part VI, Section A, Line 6 All members in good standing of the Society of Jesus who are members of the Jesuit Community of Loyola University New Orleans and who hold full-time or part-time positions at Loyola University New Orleans and who have held such positions for one (1) academic year shall be eligible for membership in the Corporation. Membership in the Corporation shall consist of not fewer than ten (10) nor more than twenty-five (25) persons who fulfill the aforementioned qualifications. The sole rights and duties of members shall be (a) to elect annually such members of the Board of Trustees; (b) to receive annually a report for the President; (c) to determine the dissolution of the Corporation and the distribution of its assets; (d) to amend the Articles and By-Laws of the Corporation; and (e) to fix and determine by majority vote the number of Trustees who shall constitute the whole Board of Trustees. The composition of the Board of Trustees shall be at all time such that more than thirty-three and one-third percent (33 1/3%) of the total membership of the Board of Trustees, but not more than sixty percent (60%) of said Board, shall be composed of members in good standing of the Society of Jesus. F990_P06_S0A_L07a Form 990, Part VI, Section A, Line 7a All members in good standing of the Society of Jesus who are members of the Jesuit Community of Loyola University New Orleans and who hold full-time or part-time positions at Loyola University New Orleans and who have held such positions for one (1) academic year shall be eligible for membership in the Corporation. Membership in the Corporation shall consist of not fewer than ten (10) nor more than twenty-five (25) persons who fulfill the aforementioned qualifications. The sole rights and duties of members shall be (a) to elect annually such members of the Board of Trustees; (b) to receive annually a report for the President; (c) to determine the dissolution of the Corporation and the distribution of its assets; (d) to amend the Articles and By-Laws of the Corporation; and (e) to fix and determine by majority vote the number of Trustees who shall constitute the whole Board of Trustees. The composition of the Board of Trustees shall be at all time such that more than thirty-three and one-third percent (33 1/3%) of the total membership of the Board of Trustees, but not more than sixty percent (60%) of said Board, shall be composed of members in good standing of the Society of Jesus. F990_P06_S0A_L07b Form 990, Part VI, Section A, Line 7b All members in good standing of the Society of Jesus who are members of the Jesuit Community of Loyola University New Orleans and who hold full-time or part-time positions at Loyola University New Orleans and who have held such positions for one (1) academic year shall be eligible for membership in the Corporation. Membership in the Corporation shall consist of not fewer than ten (10) nor more than twenty-five (25) persons who fulfill the aforementioned qualifications. The sole rights and duties of members shall be (a) to elect annually such members of the Board of Trustees; (b) to receive annually a report for the President; (c) to determine the dissolution of the Corporation and the distribution of its assets; (d) to amend the Articles and By-Laws of the Corporation; and (e) to fix and determine by majority vote the number of Trustees who shall constitute the whole Board of Trustees. The composition of the Board of Trustees shall be at all time such that more than thirty-three and one-third percent (33 1/3%) of the total membership of the Board of Trustees, but not more than sixty percent (60%) of said Board, shall be composed of members in good standing of the Society of Jesus. F990_P06_S0B_L11b Form 990, Part VI, Section B, Line 11b The Audit Committee reviews the Form 990 and recommends its review as an action item in the Board of Trustees. The Form 990 is posted on the Board of Trustees website for review. In addition, the Form 990 is reviewed by an independent accounting firm prior to its submission to the Board of Trustees. F990_P06_S0B_L12c Form 990, Part VI, Section B, Line 12c Under the Conflict of Interest Policy, each Trustee is required when initially elected, and annually thereafter, to acknowledge in writing that he or she has reviewed this Policy and is complying with it, in letter and in spirit; when initially elected, and annually thereafter, to complete the attached Disclosure Statement; an amendment statement must be filed promptly in the event of a material change in circumstances; and to disclose actual or potential conflicts of interest at any time when he or she becomes aware of them. The Board of Trustees are responsible for disseminating the Policy and for collecting signed Disclosure Statements at the time a Trustee is first elected. Completed Disclosure Statements will be sent to the President. Annually, the Board disseminates the Policy and Annual Disclosure Statements to all Trustees on or about August 1. Completed Disclosure Statements are due to the University by October 1 of each year and are reviewed by the University's counsel. F990_P06_S0B_L15 Form 990, Part VI, Section B, Line 15 President's Compensation - The Executive Committee of the Board of Trustees chaired by the Board Chairperson deliberates to determine the President's compensation. Each member of the compensation-setting body is a disinterested party. Jesuit members of the Executive Committee recuse themselves from the salary deliberations. Salary data obtained from the Association of Colleges and University Personnel Administrators, the Association of Jesuit Colleges and Universities and an executive search firm database is used to determine compensation comparability. The decision of the compensation-setting body including terms of the compensation, the date approved, members of the compensation-setting body present during the discussion of the compensation and voting members, comparability data relied on and the source of the data and an affirmation that all members were free of any conflict of interest is documented and retained by the Secretary of the Board of Trustees. Key Employee Compensation Upon Hiring - The university President or Provost (depending on the organizational status of the key employee) makes a salary determination with the party involved. The President or Provost uses salary data obtained from the Association of Colleges and University Personnel Administrators, the Association of Jesuit Colleges and Universities and an executive search firm database to determine compensation comparability. On a regular basis the Executive Committee of the Board of Trustees reviews the compensation of key employees. Compensation adjustments - All compensation adjustments such as merit increases are documented in the Performance Evaluation and reviewed for reasonableness and industry comparability via budget analysis. F990_P06_S0C_L18 Form 990, Part VI, Section C, Line 18 Available at the University Library. F990_P06_S0C_L19 Form 990, Part VI, Section C, Line 19 Form 990, Form 990T and the annual financial report are made available to the public upon request. A copy of each is also on file at the university's library. The conflict of interest policy, and other governing documents are also made available to the public upon request. F990_P11_S00_L05 Form 990, Part XI, Line 5 Unrealized Gains F990_P11_S00_L09 Form 990, Part XI, Line 9 Nonrecurring expenses: disposal and write down of plant assets, increase in annuity payable and past session activities.