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LOYOLA UNIVERSITY OF CHICAGO: Form 990, tax year 2012

View the entire original 990 at ProPublica ↗

Organization
LOYOLA UNIVERSITY OF CHICAGO (EIN 36-1408475)
Tax period
2012-07-01 to 2013-06-30
Filed
2014-05-12
IRS object ID
201421329349302822
Schema version
2012v2.3
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)
Timestamp2014-05-12T14:06:05-05:00Timestamp
Tax Period End Date2013-06-30TaxPeriodEndDate

Preparer Firm PreparerFirm

Preparer Firm Business Name PreparerFirmBusinessName

FieldValueIRS element (for citing)
Business Name Line1ERNST & YOUNG US LLPBusinessNameLine1

Preparer Firm US Address PreparerFirmUSAddress

FieldValueIRS element (for citing)
Address Line1111 MONUMENT CIRCLE STE 4000AddressLine1
CityINDIANAPOLISCity
StateINState
ZIP Code46204ZIPCode
FieldValueIRS element (for citing)
Return Type990ReturnType
Tax Period Begin Date2012-07-01TaxPeriodBeginDate

Filer Filer

FieldValueIRS element (for citing)
EIN361408475EIN

Name Name

FieldValueIRS element (for citing)
Business Name Line1Loyola University of ChicagoBusinessNameLine1
FieldValueIRS element (for citing)
In Care Of Name% ANDREA SABITSANA CONTROLLERInCareOfName
Name ControlLOYONameControl
Phone3129158722Phone

US Address USAddress

FieldValueIRS element (for citing)
Address Line1820 N Michigan AvenueAddressLine1
Address Line2SuiteAddressLine2
CityChicagoCity
StateILState
ZIP Code606112147ZIPCode

Officer Officer

FieldValueIRS element (for citing)
NameWilliam LairdName
TitleSR. VP FOR FINANCE & CFOTitle
Date Signed2014-05-07DateSigned

Preparer Preparer

FieldValueIRS element (for citing)
Phone3176817000Phone
FieldValueIRS element (for citing)
Tax Year2012TaxYear
Build TS2015-11-30 17:44:51ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Name Of Principal Officer PersonMichael J Garanzini SJNameOfPrincipalOfficerPerson

Address Principal Officer US AddressPrincipalOfficerUS

FieldValueIRS element (for citing)
Address Line1Pres CEO 820 N Michigan AveAddressLine1
CityChicagoCity
StateILState
ZIP Code60611ZIPCode
FieldValueIRS element (for citing)
Gross Receipts780341860GrossReceipts
Group Return For AffiliatesfalseGroupReturnForAffiliates
Organization501c3XOrganization501c3
Web Sitewww.luc.eduWebSite
Type Of Organization CorporationXTypeOfOrganizationCorporation
Year Formation1909YearFormation
State Legal DomicileILStateLegalDomicile
Activity Or Mission DescriptionWe 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.ActivityOrMissionDescription
Nbr Voting Members Governing Body37NbrVotingMembersGoverningBody
Nbr Independent Voting Members35NbrIndependentVotingMembers
Total Nbr Employees8004TotalNbrEmployees
Total Nbr Volunteers308TotalNbrVolunteers
Total Gross UBI408381TotalGrossUBI
Contributions Grants Prior Year114127573ContributionsGrantsPriorYear
Contributions Grants Current Year80389664ContributionsGrantsCurrentYear
Program Service Revenue Prior Year530904928ProgramServiceRevenuePriorYear
Program Service Revenue CY546748806ProgramServiceRevenueCY
Investment Income Prior Year25257308InvestmentIncomePriorYear
Investment Income Current Year31358880InvestmentIncomeCurrentYear
Other Revenue Prior Year6562999OtherRevenuePriorYear
Other Revenue Current Year5443151OtherRevenueCurrentYear
Total Revenue Prior Year676852808TotalRevenuePriorYear
Total Revenue Current Year663940501TotalRevenueCurrentYear
Grants And Similar Amnts Prior Year135059420GrantsAndSimilarAmntsPriorYear
Grants And Similar Amnts CY139852557GrantsAndSimilarAmntsCY
Benefits Paid To Members Prior Year0BenefitsPaidToMembersPriorYear
Benefits Paid To Members CY0BenefitsPaidToMembersCY
Salaries Etc Prior Year268145146SalariesEtcPriorYear
Salaries Etc Current Year285369370SalariesEtcCurrentYear
Total Prof Fundrsng Exp Prior Year45597TotalProfFundrsngExpPriorYear
Total Prof Fundrsng Exp CY52692TotalProfFundrsngExpCY
Total Fundrsng Exp Current Year11780056TotalFundrsngExpCurrentYear
Other Expense Prior Year168936233OtherExpensePriorYear
Other Expenses Current Year182028208OtherExpensesCurrentYear
Total Expenses Prior Year572186396TotalExpensesPriorYear
Total Expenses Current Year607302827TotalExpensesCurrentYear
Revenues Less Expenses Prior Year104666412RevenuesLessExpensesPriorYear
Revenues Less Expenses CY56637674RevenuesLessExpensesCY
Total Assets BOY1974949340TotalAssetsBOY
Total Assets EOY2024749090TotalAssetsEOY
Total Liabilities BOY805118616TotalLiabilitiesBOY
Total Liabilities EOY767351921TotalLiabilitiesEOY
Net Assets Or Fund Balances BOY1169830724NetAssetsOrFundBalancesBOY
Net Assets Or Fund Balances EOY1257397169NetAssetsOrFundBalancesEOY
Mission DescriptionWE 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.MissionDescription
Significant New Program ServicesfalseSignificantNewProgramServices
Significant ChangefalseSignificantChange
Expense450815752Expense
Grants133894863Grants
Revenue498549152Revenue
DescriptionHigher Education, General/Other: Loyola University Chicago currently enrolls approximately 16,000 undergraduate, graduate, and professional students and is home to 10 schools and colleges: Arts and Sciences, Business Administration, Communication, Education, Graduate Studies, Law, Medicine, Nursing, Continuing and Professional Studies, and Social Work.Description

Activity2 Activity2

FieldValueIRS element (for citing)
Expense47951000Expense
Grants4945794Grants
Revenue0Revenue
DescriptionResearch: 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.Description

Activity3 Activity3

FieldValueIRS element (for citing)
Expense44890000Expense
Grants1011900Grants
Revenue50740252Revenue
DescriptionHigher 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.Description
FieldValueIRS element (for citing)
Total Program Service Expense543656752TotalProgramServiceExpense
Described In501 C3trueDescribedIn501C3
Schedule B RequiredtrueScheduleBRequired
Political ActivitiesfalsePoliticalActivities
Lobbying ActivitiestrueLobbyingActivities
Subject To Proxy TaxfalseSubjectToProxyTax
Donor Advised FundsfalseDonorAdvisedFunds
Conservation EasementstrueConservationEasements
Collections Of ArttrueCollectionsOfArt
Credit CounselingtrueCreditCounseling
Term Or Permanent EndowmentstrueTermOrPermanentEndowments
Report Land Bldg EquiptrueReportLandBldgEquip
Report Invest Oth SecuritiestrueReportInvestOthSecurities
Report Prog Rel InvestfalseReportProgRelInvest
Report Other AssetstrueReportOtherAssets
Report Other LiabilitiestrueReportOtherLiabilities
Report Fin48 FootnotefalseReportFin48Footnote
Independent Audit Financial StmtfalseIndependentAuditFinancialStmt
Consolidated Audit Financial StmttrueConsolidatedAuditFinancialStmt
SchooltrueSchool
Foreign OfficetrueForeignOffice
Foreign ActivitiestrueForeignActivities
More Than5000 K To OrganizationstrueMoreThan5000KToOrganizations
More Than5000 K To IndividualstrueMoreThan5000KToIndividuals
Professional FundraisingtrueProfessionalFundraising
Fundraising ActivitiestrueFundraisingActivities
GamingtrueGaming
HospitalfalseHospital
Grants To OrganizationstrueGrantsToOrganizations
Grants To IndividualstrueGrantsToIndividuals
Schedule J RequiredtrueScheduleJRequired
Tax Exempt BondstrueTaxExemptBonds
Invest Tax Exempt BondsfalseInvestTaxExemptBonds
Escrow AccountfalseEscrowAccount
On Behalf Of IssuerfalseOnBehalfOfIssuer
Excess Benefit TransactionfalseExcessBenefitTransaction
Prior Excess Benefit TransactionfalsePriorExcessBenefitTransaction
Loan To Officer Or DQPtrueLoanToOfficerOrDQP
Grant To Related PersontrueGrantToRelatedPerson
Bsnss Rltnshp With OrganizationfalseBsnssRltnshpWithOrganization
Bsnss Rltnshp Thru Family MembertrueBsnssRltnshpThruFamilyMember
Officer Entity With Bsnss RltnshpfalseOfficerEntityWithBsnssRltnshp
Deductible Non Cash ContributionstrueDeductibleNonCashContributions
Deductible Contributions Of ArttrueDeductibleContributionsOfArt
TerminatedfalseTerminated
Partial LiquidationfalsePartialLiquidation
Disregarded EntityfalseDisregardedEntity
Related EntitytrueRelatedEntity
Related Org Controlled EntitytrueRelatedOrgControlledEntity
Transaction Related EntitytrueTransactionRelatedEntity
Transfers To Exempt Non Chrtbl OrgfalseTransfersToExemptNonChrtblOrg
Activities Conducted PartnershipfalseActivitiesConductedPartnership
Schedule O RequiredtrueScheduleORequired
Info In Schedule O Part VXInfoInScheduleOPartV
Number Forms Transmitted With109618476NumberFormsTransmittedWith1096
Number W2 G Included1NumberW2GIncluded
Compliance With Backup WitholdingtrueComplianceWithBackupWitholding
Number Of Employees8004NumberOfEmployees
Employment Tax Returns FiledtrueEmploymentTaxReturnsFiled
Unrelated Business IncometrueUnrelatedBusinessIncome
Form990-T FiledtrueForm990-TFiled
Foreign Financial AccounttrueForeignFinancialAccount
Name Of Foreign CountryUKNameOfForeignCountry
Name Of Foreign CountryITNameOfForeignCountry
Name Of Foreign CountryCJNameOfForeignCountry
Name Of Foreign CountryVMNameOfForeignCountry
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTrans
Taxable Party NotificationfalseTaxablePartyNotification
Non Deductible ContributionsfalseNonDeductibleContributions
Quid Pro Quo ContributionstrueQuidProQuoContributions
Quid Pro Quo DisclosuretrueQuidProQuoDisclosure
Form8282 Property Disposed OffalseForm8282PropertyDisposedOf
Funds To Pay PremiumsfalseFundsToPayPremiums
Premiums PaidfalsePremiumsPaid
Form1098 C FiledtrueForm1098CFiled
Indoor Tanning ServicesfalseIndoorTanningServices
Info In Schedule O Part VIXInfoInScheduleOPartVI
Nbr Voting Governing Body Members37NbrVotingGoverningBodyMembers
Number Independent Voting Members35NumberIndependentVotingMembers
Family Or Business RelationshiptrueFamilyOrBusinessRelationship
Delegation Of Management DutiesfalseDelegationOfManagementDuties
Changes To Organizing DocsfalseChangesToOrganizingDocs
Material Diversion Or MisusefalseMaterialDiversionOrMisuse
Members Or StockholdersfalseMembersOrStockholders
Election Of Board MembersfalseElectionOfBoardMembers
Decisions Subject To ApprovalfalseDecisionsSubjectToApproval
Minutes Of Governing BodytrueMinutesOfGoverningBody
Minutes Of CommitteestrueMinutesOfCommittees
Officer Mailing AddressfalseOfficerMailingAddress
Local ChaptersfalseLocalChapters
Form990 Provided To Governing BodytrueForm990ProvidedToGoverningBody
Conflict Of Interest PolicytrueConflictOfInterestPolicy
Annual Disclosure Covered PersonstrueAnnualDisclosureCoveredPersons
Regular Monitoring EnforcementtrueRegularMonitoringEnforcement
Whistleblower PolicytrueWhistleblowerPolicy
Document Retention PolicytrueDocumentRetentionPolicy
Compensation Process CEOtrueCompensationProcessCEO
Compensation Process OthertrueCompensationProcessOther
Investment In Joint VenturetrueInvestmentInJointVenture
Written Policy Or ProceduretrueWrittenPolicyOrProcedure
Upon RequestXUponRequest

The Books Are In Care Of TheBooksAreInCareOf

FieldValueIRS element (for citing)
Name PersonANDREA SABITSANA CONTROLLERNamePerson
Telephone Number3129158722TelephoneNumber

Address US AddressUS

FieldValueIRS element (for citing)
Address Line1820 N Michigan AvenueAddressLine1
CityChicagoCity
StateILState
ZIP Code60611ZIPCode
FieldValueIRS element (for citing)
Info In Schedule O Part VIIXInfoInScheduleOPartVII

Form990 Part VII Section A Form990PartVIISectionA (75 entries)

TitleTitleAverage Hours Per WeekAverageHoursPerWeekAverage Hours Per Week RelatedAverageHoursPerWeekRelatedIndividual Trustee Or DirectorIndividualTrusteeOrDirectorReportable Comp From OrganizationReportableCompFromOrganizationReportable Comp From Related OrgsReportableCompFromRelatedOrgsOther CompensationOtherCompensationOfficerOfficerKey EmployeeKeyEmployeeHighest Compensated EmployeeHighestCompensatedEmployeeFormerFormer
Patrick Arbor
Trustee1.00.0X000
Robert M Beavers Jr
Trustee1.00.0X000
James P Bouchard
Trustee1.00.0X000
William A Brandt Jr
Trustee1.00.0X000
Michael J Carbon
Trustee1.00.0X000
Anthony L Chirchirillo
Trustee1.00.0X000
Rosemary Croghan
Trustee1.00.0X000
John F Cuneo Jr
Trustee1.00.0X000
Ronald E Daly
Trustee1.00.0X000
Charles W Denny
Trustee1.00.0X000
Christopher J Devron SJ
Trustee1.00.0X000
Mary Judith Duchossois
Trustee1.00.0X000
Paul J Fitzgerald SJ
Trustee1.00.0X000
Michael J Garanzini SJ
President & CEO, Trustee40.00.0X000X
Michael J Graham SJ
Trustee1.00.0X000
Thomas P Greene SJ
Trustee1.00.0X000
William J Hank
Trustee1.00.0X000
John J Hartman
Trustee1.00.0X000
Marvin Herman
Trustee1.00.0X000
Christina M Johnson-Wolff
Trustee1.00.0X000
Patrick J Kelly
Trustee1.00.0X000
William G Kistner
Trustee1.00.0X000
Richard J Klarchek
Trustee1.00.0X000
William C Kunkler III
Trustee1.00.0X000
Patrick C Lynch
Trustee1.00.0X000
Shirley R Madigan
Trustee1.00.0X000
Barry C McCabe
Trustee1.00.0X000
Patrick McGrath SJ
Trustee1.00.0X000
Carlos Montoya
Trustee1.00.0X000
Ruthellyn Musil
Trustee1.00.0X000
Terry E Newman
Trustee1.00.0X000
Allan J Norville
Trustee1.00.0X000
Robert L Parkinson Jr
Chairman of the Board, Trustee1.00.0X000
Scott R Pilarz SJ
Trustee1.00.0X000
Joseph A Power Jr
Trustee1.00.0X000
Michael R Quinlan
Chairman Emeritus, Trustee1.00.0X000
Richard L Rodriguez
Trustee1.00.0X000
Judith A Scully
Trustee1.00.0X000
Michael D Searle
Trustee1.00.0X000
Smita N Shah
Trustee1.00.0X000
Susan S Sher
Trustee1.00.0X000
Raymond F Simon
Trustee1.00.0X000
George Andrews Smith
Trustee1.00.0X000
Brian K Speers
Trustee1.00.0X000
Cynthia Stark
Trustee1.00.0X000
Joan E Steel
Trustee1.00.0X000
Joseph Swedish
Trustee1.00.0X000
Jackie Taylor Holsten
Trustee1.00.0X000
Mary Tolan
Trustee1.00.0X000
Edward Wanandi
Trustee1.00.0X000
Kevin W Wildes SJ
Trustee1.00.0X000
Mary Ann Zollmann BVM
Vice Chair of Board, Trustee1.00.0X000
Pamela G Costas
Asst Secr. & Dep. Gen. COUNSEL40.00.0198933028297X
Richard L Gamelli MD
Sr VP & Provost Health Science40.00.0635689038819X
Philip D Hale
VP for Governemt Affairs40.00.0173825034477X
Jonathan R Heintzelman
Sr. VP for Advancement40.00.0280292042362X
Emilio Iodice
VP, Dir. John Felice Rome CTR.40.00.0308360016720X
Eric C Jones
Treasurer & INVESTMENT OFFICER40.00.0187776038259X
Robert D Kelly
VP for Student Development40.00.0226526032758X
Thomas M Kelly
Sr. VP for Admin. SERV, & CHRO40.00.0236867043569X
William G Laird
Sr. VP for Finance & CFO40.00.0330474042207X
Wayne Magdziarz
Sr. VP FOR CAPITAL PLANNING40.00.0275516036124X
Susan Malisch
VP & Chief Information Officer40.00.0261906034549X
Ellen Kane Munro
Sr. VP, Gen. Counsel & SECR.40.00.0253152044194X
John P Pelissero
Provost for Lakeside Campuses40.00.0309408046800X
Kelly Shannon
VP OF Univ. Marketing and COM.40.00.0187103047102X
Linda Brubaker MD
Dean, Stritch School of Med.40.00.0344141050707X
Kathleen A Getz
Dean, School of Business40.00.0277409046160X
Pieter DeTombe
Cell & Molecular Phys. Chair40.00.0314526085209X
Richard Kennedy
Vice Provost for Research40.00.0310736042194X
Porter Moser
Head Basketball Coach40.00.0322286046518X
Tarun Patel
Molecular Pharmacology CHAIR40.00.0317637035483X
David Yellen
Dean, School of Law40.00.0395548090407X
Abolhassan Jalilvand
Former Key Employee40.00.0215758044893X
FRANCIS FENNELL JR
Former Key Employee40.017747836202X
FieldValueIRS element (for citing)
Total Reportable Comp From Org6541346TotalReportableCompFromOrg
Total Reportable Comp Frm Rltd Orgs0TotalReportableCompFrmRltdOrgs
Total Other Compensation1004010TotalOtherCompensation
Number Individuals GT100 K510NumberIndividualsGT100K
Formers ListedtrueFormersListed
Total Comp GT150 KtrueTotalCompGT150K
Compensation From Other SourcesfalseCompensationFromOtherSources

Contractor Compensation ContractorCompensation (5 entries)

Address Line1AddressOfContractor/AddressUS/AddressLine1CityAddressOfContractor/AddressUS/CityStateAddressOfContractor/AddressUS/StateZIP CodeAddressOfContractor/AddressUS/ZIPCodeDescription Of ServicesDescriptionOfServicesCompensationCompensation
Skender Construction Company
200 W MadisonCHICAGOIL60606CONSTRUCTION1238494
Baranski Hammer Moretta Sheehy
1101 S Bench StGALENAIL61036ARCHITECT/PLANNING1026850
Deloitte Touche LLP
4205 Collections Center DriveCHICAGOIL60693Audit and Consulting767111
Drinker Biddle Reath LLP
One Logan Square 18th Cherry StrPHILADELPHIAPA19103LEGAL562770
NL Wind Up Corporation
150 N Michigan AvenueCHICAGOIL60601Real Estate Planning446900
FieldValueIRS element (for citing)
Number Of Contractors GT100 K21NumberOfContractorsGT100K
Fundraising Events852614FundraisingEvents
Related Organizations210455RelatedOrganizations
Government Grants41664490GovernmentGrants
All Other Contributions37662105AllOtherContributions
Noncash Contributions1757277NoncashContributions
Total Contributions80389664TotalContributions

Program Service Revenue ProgramServiceRevenue (4 entries)

DescriptionDescriptionBusiness CodeBusinessCodeTotal Revenue ColumnTotalRevenueColumnRelated Or Exempt Function IncomeRelatedOrExemptFunctionIncome
Tuition and fees611710459714606459714606
Auxiliary6117105074025250740252
Academic Support - Trinity Health6117102272500022725000
Other education and general6117101356894813568948
FieldValueIRS element (for citing)
Total Program Service Revenue546748806TotalProgramServiceRevenue

Investment Income InvestmentIncome

FieldValueIRS element (for citing)
Total Revenue Column14648464TotalRevenueColumn
Unrelated Business Revenue-102392UnrelatedBusinessRevenue
Exclusion$14,750,856ExclusionAmount

Income From Invest Bond Proceeds IncomeFromInvestBondProceeds

FieldValueIRS element (for citing)
Total Revenue Column39605TotalRevenueColumn
Related Or Exempt Function Income39605RelatedOrExemptFunctionIncome

Royalties Revenue RoyaltiesRevenue

FieldValueIRS element (for citing)
Total Revenue Column2096554TotalRevenueColumn
Related Or Exempt Function Income2096554RelatedOrExemptFunctionIncome

Gross Rents GrossRents

FieldValueIRS element (for citing)
Real9609851Real

Less Rental Expenses LessRentalExpenses

FieldValueIRS element (for citing)
Real6551245Real

Rental Income Or Loss RentalIncomeOrLoss

FieldValueIRS element (for citing)
Real3058606Real
Personal0Personal

Net Rental Income Or Loss NetRentalIncomeOrLoss

FieldValueIRS element (for citing)
Total Revenue Column3058606TotalRevenueColumn
Exclusion$3,058,606ExclusionAmount

Gross Amount Sales Assets GrossAmountSalesAssets

FieldValueIRS element (for citing)
Securities125533685Securities

Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses

FieldValueIRS element (for citing)
Securities108862874Securities

Gain Or Loss GainOrLoss

FieldValueIRS element (for citing)
Securities16670811Securities

Net Gain Or Loss Investments NetGainOrLossInvestments

FieldValueIRS element (for citing)
Total Revenue Column16670811TotalRevenueColumn
Exclusion$16,670,811ExclusionAmount
FieldValueIRS element (for citing)
Gross Income Fundraising Events331900GrossIncomeFundraisingEvents
Cntrbtns Rprtd Fundraising Events852614CntrbtnsRprtdFundraisingEvents
Fundraising Direct Expenses968240FundraisingDirectExpenses

Net Income From Fundraising Events NetIncomeFromFundraisingEvents

FieldValueIRS element (for citing)
Total Revenue Column-636340TotalRevenueColumn
Exclusion-$636,340ExclusionAmount
FieldValueIRS element (for citing)
Gross Income Gaming28119GrossIncomeGaming
Gaming Direct Expenses19000GamingDirectExpenses

Net Income From Gaming NetIncomeFromGaming

FieldValueIRS element (for citing)
Total Revenue Column9119TotalRevenueColumn
Exclusion$9,119ExclusionAmount

Net Income Or Loss NetIncomeOrLoss

FieldValueIRS element (for citing)
Total Revenue Column0TotalRevenueColumn

Other Revenue Misc OtherRevenueMisc (3 entries)

DescriptionDescriptionBusiness CodeBusinessCodeTotal Revenue ColumnTotalRevenueColumnRelated Or Exempt Function IncomeRelatedOrExemptFunctionIncomeUnrelated Business RevenueUnrelatedBusinessRevenue
Interest on Student Loans611600404439404439
CONFERENCE SERVICES532000-52528-52528
FITNESS CENTER713940552845552845

Miscellaneous Revenue MiscellaneousRevenue

FieldValueIRS element (for citing)
Total Revenue Column10456TotalRevenueColumn
Unrelated Business Revenue10456UnrelatedBusinessRevenue
FieldValueIRS element (for citing)
Total Other Revenue915212TotalOtherRevenue

Total Revenue TotalRevenue

FieldValueIRS element (for citing)
Total Revenue Column663940501TotalRevenueColumn
Related Or Exempt Function Income549289404RelatedOrExemptFunctionIncome
Unrelated Business Revenue408381UnrelatedBusinessRevenue
Exclusion$33,853,052ExclusionAmount

Grants To Domestic Orgs GrantsToDomesticOrgs

FieldValueIRS element (for citing)
Total3765518Total
Program Services3765518ProgramServices

Grants To Domestic Individuals GrantsToDomesticIndividuals

FieldValueIRS element (for citing)
Total134906763Total
Program Services134906763ProgramServices

Foreign Grants ForeignGrants

FieldValueIRS element (for citing)
Total1180276Total
Program Services1180276ProgramServices

Benefits To Members BenefitsToMembers

FieldValueIRS element (for citing)
Total0Total

Comp Current Officers Directors CompCurrentOfficersDirectors

FieldValueIRS element (for citing)
Total5414296Total
Program Services1486871ProgramServices
Management And General3527382ManagementAndGeneral
Fundraising400043Fundraising

Comp Disqual Persons CompDisqualPersons

FieldValueIRS element (for citing)
Total80151Total
Management And General80151ManagementAndGeneral

Other Salaries And Wages OtherSalariesAndWages

FieldValueIRS element (for citing)
Total218292178Total
Program Services191282420ProgramServices
Management And General20944373ManagementAndGeneral
Fundraising6065385Fundraising

Pension Plan Contributions PensionPlanContributions

FieldValueIRS element (for citing)
Total18761943Total
Program Services15958993ProgramServices
Management And General2204167ManagementAndGeneral
Fundraising598783Fundraising

Other Employee Benefits OtherEmployeeBenefits

FieldValueIRS element (for citing)
Total27889958Total
Program Services23984389ProgramServices
Management And General3063575ManagementAndGeneral
Fundraising841994Fundraising

Payroll Taxes PayrollTaxes

FieldValueIRS element (for citing)
Total14930844Total
Program Services13432718ProgramServices
Management And General1243440ManagementAndGeneral
Fundraising254686Fundraising

Fees For Services Management FeesForServicesManagement

FieldValueIRS element (for citing)
Total0Total

Fees For Services Legal FeesForServicesLegal

FieldValueIRS element (for citing)
Total659036Total
Program Services59232ProgramServices
Management And General599804ManagementAndGeneral

Fees For Services Accounting FeesForServicesAccounting

FieldValueIRS element (for citing)
Total596146Total
Management And General596146ManagementAndGeneral

Fees For Services Lobbying FeesForServicesLobbying

FieldValueIRS element (for citing)
Total0Total

Fees For Services Prof Fundraising FeesForServicesProfFundraising

FieldValueIRS element (for citing)
Total52692Total
Fundraising52692Fundraising

Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees

FieldValueIRS element (for citing)
Total1912635Total
Management And General1912635ManagementAndGeneral

Fees For Services Other FeesForServicesOther

FieldValueIRS element (for citing)
Total22583395Total
Program Services20102062ProgramServices
Management And General2263970ManagementAndGeneral
Fundraising217363Fundraising

Advertising Advertising

FieldValueIRS element (for citing)
Total3829706Total
Program Services1862589ProgramServices
Management And General1697175ManagementAndGeneral
Fundraising269942Fundraising

Office Expenses OfficeExpenses

FieldValueIRS element (for citing)
Total25754427Total
Program Services23612596ProgramServices
Management And General1328984ManagementAndGeneral
Fundraising812847Fundraising

Information Technology InformationTechnology

FieldValueIRS element (for citing)
Total9789570Total
Program Services5278297ProgramServices
Management And General4346270ManagementAndGeneral
Fundraising165003Fundraising

Royalties Royalties

FieldValueIRS element (for citing)
Total65806Total
Program Services65806ProgramServices

Occupancy Occupancy

FieldValueIRS element (for citing)
Total15102601Total
Program Services13687215ProgramServices
Management And General1254996ManagementAndGeneral
Fundraising160390Fundraising

Travel Travel

FieldValueIRS element (for citing)
Total2642612Total
Program Services2438179ProgramServices
Management And General46503ManagementAndGeneral
Fundraising157930Fundraising

Travel Entrtnmnt Public Officials TravelEntrtnmntPublicOfficials

FieldValueIRS element (for citing)
Total0Total

Conferences Meetings ConferencesMeetings

FieldValueIRS element (for citing)
Total7354260Total
Program Services6756875ProgramServices
Management And General348641ManagementAndGeneral
Fundraising248744Fundraising

Interest Interest

FieldValueIRS element (for citing)
Total16878083Total
Program Services15005923ProgramServices
Management And General1542438ManagementAndGeneral
Fundraising329722Fundraising

Payments To Affiliates PaymentsToAffiliates

FieldValueIRS element (for citing)
Total0Total

Depreciation Depletion DepreciationDepletion

FieldValueIRS element (for citing)
Total44080974Total
Program Services40557673ProgramServices
Management And General3047880ManagementAndGeneral
Fundraising475421Fundraising

Insurance Insurance

FieldValueIRS element (for citing)
Total2262675Total
Program Services1688761ProgramServices
Management And General480880ManagementAndGeneral
Fundraising93034Fundraising

Other Expenses OtherExpenses (4 entries)

DescriptionDescriptionTotalTotalProgram ServicesProgramServicesManagement And GeneralManagementAndGeneralFundraisingFundraising
Institutional Support55666794708565312118545996
Operations and Maintenance6530903611410334440272398
Auxiliary778853376815709382213141
Sponsored Research29265422926542

All Other Expenses AllOtherExpenses

FieldValueIRS element (for citing)
Total5703625Total
Program Services5112816ProgramServices
Management And General586267ManagementAndGeneral
Fundraising4542Fundraising

Total Functional Expenses TotalFunctionalExpenses

FieldValueIRS element (for citing)
Total607302827Total
Program Services543656752ProgramServices
Management And General51866019ManagementAndGeneral
Fundraising11780056Fundraising

Cash Non Interest Bearing CashNonInterestBearing

FieldValueIRS element (for citing)
BOY20331BOY
EOY20807EOY

Savings And Temp Cash Investments SavingsAndTempCashInvestments

FieldValueIRS element (for citing)
BOY345786252BOY
EOY173196722EOY

Pledges And Grants Receivable PledgesAndGrantsReceivable

FieldValueIRS element (for citing)
BOY51697512BOY
EOY33773025EOY

Accounts Receivable AccountsReceivable

FieldValueIRS element (for citing)
BOY21491829BOY
EOY17878534EOY

Receivables From Officers Etc ReceivablesFromOfficersEtc

FieldValueIRS element (for citing)
BOY108892BOY
EOY108892EOY

Receivables From Disqual Persons ReceivablesFromDisqualPersons

FieldValueIRS element (for citing)
BOY0BOY
EOY0EOY

Other Notes Loans Receivable Net OtherNotesLoansReceivableNet

FieldValueIRS element (for citing)
BOY21854118BOY
EOY21633439EOY

Inventories For Sale Or Use InventoriesForSaleOrUse

FieldValueIRS element (for citing)
BOY15710BOY
EOY9639EOY

Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges

FieldValueIRS element (for citing)
BOY10149865BOY
EOY6960002EOY
FieldValueIRS element (for citing)
Land Buildings Equipment Basis1462529101LandBuildingsEquipmentBasis
Land Bldg Equipment Accum Deprec433161145LandBldgEquipmentAccumDeprec

Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet

FieldValueIRS element (for citing)
BOY912438351BOY
EOY1029367956EOY

Investments Pub Traded Securities InvestmentsPubTradedSecurities

FieldValueIRS element (for citing)
BOY255711987BOY
EOY331125506EOY

Investments Other Securities InvestmentsOtherSecurities

FieldValueIRS element (for citing)
BOY213333884BOY
EOY276418972EOY

Investments Program Related InvestmentsProgramRelated

FieldValueIRS element (for citing)
BOY0BOY
EOY0EOY

Intangible Assets IntangibleAssets

FieldValueIRS element (for citing)
BOY0BOY
EOY0EOY

Other Assets Total OtherAssetsTotal

FieldValueIRS element (for citing)
BOY142340609BOY
EOY134255596EOY

Total Assets TotalAssets

FieldValueIRS element (for citing)
BOY1974949340BOY
EOY2024749090EOY

Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses

FieldValueIRS element (for citing)
BOY87663957BOY
EOY65790815EOY

Grants Payable GrantsPayable

FieldValueIRS element (for citing)
BOY0BOY
EOY0EOY

Deferred Revenue DeferredRevenue

FieldValueIRS element (for citing)
BOY49503744BOY
EOY44612013EOY

Tax Exempt Bond Liabilities TaxExemptBondLiabilities

FieldValueIRS element (for citing)
BOY206152159BOY
EOY202266379EOY

Escrow Account Liability EscrowAccountLiability

FieldValueIRS element (for citing)
BOY1222312BOY
EOY1215349EOY

Loans From Officers Directors LoansFromOfficersDirectors

FieldValueIRS element (for citing)
BOY0BOY
EOY0EOY

Mort Notes Pybl Secured Invest Prop MortNotesPyblSecuredInvestProp

FieldValueIRS element (for citing)
BOY12222748BOY
EOY12338884EOY

Unsecured Notes Loans Payable UnsecuredNotesLoansPayable

FieldValueIRS element (for citing)
BOY375489618BOY
EOY370060755EOY

Other Liabilities OtherLiabilities

FieldValueIRS element (for citing)
BOY72864078BOY
EOY71067726EOY

Total Liabilities TotalLiabilities

FieldValueIRS element (for citing)
BOY805118616BOY
EOY767351921EOY
FieldValueIRS element (for citing)
Follow SFAS117XFollowSFAS117

Unrestricted Net Assets UnrestrictedNetAssets

FieldValueIRS element (for citing)
BOY863339592BOY
EOY937429182EOY

Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets

FieldValueIRS element (for citing)
BOY167558497BOY
EOY172469964EOY

Permanently Restricted Net Assets PermanentlyRestrictedNetAssets

FieldValueIRS element (for citing)
BOY138932635BOY
EOY147498023EOY

Total Net Assets Fund Balances TotalNetAssetsFundBalances

FieldValueIRS element (for citing)
BOY1169830724BOY
EOY1257397169EOY

Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances

FieldValueIRS element (for citing)
BOY1974949340BOY
EOY2024749090EOY
FieldValueIRS element (for citing)
Info In Schedule O Part XIXInfoInScheduleOPartXI
Reconcilation Revenue Expenses56637674ReconcilationRevenueExpenses
Reconciliation Unrealized Invest28474171ReconciliationUnrealizedInvest
Reconcilation Other Changes2454600ReconcilationOtherChanges
Method Of Accounting AccrualXMethodOfAccountingAccrual
Accountant Compile Or ReviewfalseAccountantCompileOrReview
FS AuditedtrueFSAudited

FS Audited Basis FSAuditedBasis

FieldValueIRS element (for citing)
Financial Statement ConsolidatedXFinancialStatementConsolidated
FieldValueIRS element (for citing)
Audit CommitteetrueAuditCommittee
Federal Grant Audit RequiredtrueFederalGrantAuditRequired
Federal Grant Audit PerformedtrueFederalGrantAuditPerformed

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
School170b1 AiiXSchool170b1Aii

Schedule B IRS990ScheduleB

Contributor Info ContributorInfo

FieldValueIRS element (for citing)
Contributor NumberRESTRICTEDContributorNumber

Contributor Name Business ContributorNameBusiness

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor Address US ContributorAddressUS

FieldValueIRS element (for citing)
Address Line1RESTRICTEDAddressLine1
Address Line2RESTRICTEDAddressLine2
CityRESTRICTEDCity
StateRESTRICTEDState
ZIP CodeRESTRICTEDZIPCode
FieldValueIRS element (for citing)
Aggregate ContributionsRESTRICTEDAggregateContributions

Schedule C IRS990ScheduleC

FieldValueIRS element (for citing)
Total Grassroots LobbyingTotalGrassrootsLobbying
Total Direct LobbyingTotalDirectLobbying
Total Lobbying ExpendituresTotalLobbyingExpenditures
Other Exempt Purpose ExpendituresOtherExemptPurposeExpenditures
Total Exempt Purpose ExpendituresTotalExemptPurposeExpenditures
Lobbying NontaxableLobbyingNontaxableAmount
Grassroots NontaxableGrassrootsNontaxableAmount
Tot Lobbying Grassroot Minus Non TxTotLobbyingGrassrootMinusNonTx
Tot Lobby Expend Mns Lobbying NontxTotLobbyExpendMnsLobbyingNontx
VolunteersfalseVolunteers
Paid Staff Or ManagementtruePaidStaffOrManagement
Media AdvertisementsfalseMediaAdvertisements
Mailings MembersfalseMailingsMembers
Publications Or BroadcastfalsePublicationsOrBroadcast
Grants Other OrganizationsfalseGrantsOtherOrganizations
Direct Contact LegislatorstrueDirectContactLegislators
Direct Contact Legislators$222,891DirectContactLegislatorsAmount
Rallies DemonstrationsfalseRalliesDemonstrations
Other ActivitiesfalseOtherActivities
Total Lobbying Expenditures IIB222891TotalLobbyingExpendituresIIB
Not Described In501c3falseNotDescribedIn501c3

Form990 Schedule C Part IV Form990ScheduleCPartIV

FieldValueIRS element (for citing)
IdentifierLOBBYING ACTIVITYIdentifier
Return ReferenceSCHEDULE C, PART II-B, LINE 1ReturnReference
ExplanationPHILIP 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 2013, 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.Explanation

Schedule D IRS990ScheduleD

FieldValueIRS element (for citing)
Historic StructureXHistoricStructure
Total Number Of Easements4TotalNumberOfEasements
Nmbr Hist Struct Easements4NmbrHistStructEasements
Nmbr States In Which Easements Held1NmbrStatesInWhichEasementsHeld
Written Policy MonitoringfalseWrittenPolicyMonitoring
Staff Hours Spent On Enforcement10.00StaffHoursSpentOnEnforcement
Expenses Incurred For Enforcement925ExpensesIncurredForEnforcement

Art Public Exhibition Amts ArtPublicExhibitionAmts

FieldValueIRS element (for citing)
Revenues Included1113460RevenuesIncluded
Assets In Part X17301395AssetsInPartX
FieldValueIRS element (for citing)
Held Works Of Art AmtsHeldWorksOfArtAmts
Collect Used For Public ExhibitionXCollectUsedForPublicExhibition
Collect Used For Scholar ResearchXCollectUsedForScholarResearch
Collect Used For PreservationXCollectUsedForPreservation
Collect Used For Loan Or Exch PrgrmsXCollectUsedForLoanOrExchPrgrms

Collection Used For Other CollectionUsedForOther

FieldValueIRS element (for citing)
Collection Used For Other PurposesXCollectionUsedForOtherPurposes
Description Of Other PurposesSEE PART XIVDescriptionOfOtherPurposes
FieldValueIRS element (for citing)
Solicited Assets For SalefalseSolicitedAssetsForSale
Agent Trustee EtcfalseAgentTrusteeEtc
Included On FStrueIncludedOnFS

Current Year CurrentYear

FieldValueIRS element (for citing)
Beginning Of Year Balance405954736BeginningOfYearBalance
Contributions14241770Contributions
Investment Earnings Or Losses51691184InvestmentEarningsOrLosses
Grants Or Scholarships2806701GrantsOrScholarships
Other Expenditures5336025OtherExpenditures
Administrative Expenses1796128AdministrativeExpenses
End Of Year Balance461948836EndOfYearBalance

Current Year Minus1 Year CurrentYearMinus1Year

FieldValueIRS element (for citing)
Beginning Of Year Balance388739191BeginningOfYearBalance
Contributions22744405Contributions
Investment Earnings Or Losses6533445InvestmentEarningsOrLosses
Grants Or Scholarships2950842GrantsOrScholarships
Other Expenditures7436295OtherExpenditures
Administrative Expenses1675168AdministrativeExpenses
End Of Year Balance405954736EndOfYearBalance

Current Year Minus2 Years CurrentYearMinus2Years

FieldValueIRS element (for citing)
Beginning Of Year Balance315304802BeginningOfYearBalance
Contributions13967327Contributions
Investment Earnings Or Losses70448551InvestmentEarningsOrLosses
Grants Or Scholarships2905374GrantsOrScholarships
Other Expenditures6824933OtherExpenditures
Administrative Expenses1251182AdministrativeExpenses
End Of Year Balance388739191EndOfYearBalance

Current Year Minus3 Years CurrentYearMinus3Years

FieldValueIRS element (for citing)
Beginning Of Year Balance278873125BeginningOfYearBalance
Contributions11868039Contributions
Investment Earnings Or Losses35226804InvestmentEarningsOrLosses
Grants Or Scholarships2836049GrantsOrScholarships
Other Expenditures6716120OtherExpenditures
Administrative Expenses1110997AdministrativeExpenses
End Of Year Balance315304802EndOfYearBalance

Current Year Minus4 Years CurrentYearMinus4Years

FieldValueIRS element (for citing)
Beginning Of Year Balance372525616BeginningOfYearBalance
Contributions17395761Contributions
Investment Earnings Or Losses-99061253InvestmentEarningsOrLosses
Grants Or Scholarships3516709GrantsOrScholarships
Other Expenditures7162632OtherExpenditures
Administrative Expenses1307658AdministrativeExpenses
End Of Year Balance278873125EndOfYearBalance
FieldValueIRS element (for citing)
Board Designated EOY Balance0.49000BoardDesignatedEOYBalance
Permanent Endowment EOY Balance0.28000PermanentEndowmentEOYBalance
Term Endowment EOY Balance0.23000TermEndowmentEOYBalance
Endowments Held By Unrelated OrgsfalseEndowmentsHeldByUnrelatedOrgs
Endowments Held By Related OrgsfalseEndowmentsHeldByRelatedOrgs

Land Land

FieldValueIRS element (for citing)
Investment Cost Or Other Basis47110059InvestmentCostOrOtherBasis
Other Cost Or Other Basis126975382OtherCostOrOtherBasis
Book Value174085441BookValue

Buildings Buildings

FieldValueIRS element (for citing)
Investment Cost Or Other Basis54209861InvestmentCostOrOtherBasis
Other Cost Or Other Basis942298384OtherCostOrOtherBasis
Depreciation333670143Depreciation
Book Value662838102BookValue

Leasehold Improvements LeaseholdImprovements

FieldValueIRS element (for citing)
Investment Cost Or Other Basis938583InvestmentCostOrOtherBasis
Other Cost Or Other Basis40424188OtherCostOrOtherBasis
Depreciation24119517Depreciation
Book Value17243254BookValue

Equipment Equipment

FieldValueIRS element (for citing)
Investment Cost Or Other Basis275439InvestmentCostOrOtherBasis
Other Cost Or Other Basis111533417OtherCostOrOtherBasis
Depreciation59017329Depreciation
Book Value52791527BookValue

Other Land Buildings OtherLandBuildings

FieldValueIRS element (for citing)
Other Cost Or Other Basis138763788OtherCostOrOtherBasis
Depreciation16354156Depreciation
Book Value122409632BookValue
FieldValueIRS element (for citing)
Total Of Book Value Land Buildings1029367956TotalOfBookValueLandBuildings
Financial DerivativesFinancialDerivatives
Closely Held Equity InterestsCloselyHeldEquityInterests

Other Securities OtherSecurities (4 entries)

DescriptionDescriptionBook ValueBookValueMethod Of ValuationMethodOfValuation
Marketable Equity Investments128616928F
Private Equity Investments41232872F
Fixed Income Investments64955561F
Real Estate41613611F
FieldValueIRS element (for citing)
Total Of Book Value Securities276418972TotalOfBookValueSecurities

Other Assets OtherAssets (7 entries)

DescriptionDescriptionBook ValueBookValue
Receivable from Trinity Health75000000
INTEREST HELD PERPETUAL TRUST10289239
BENEFICIAL INTEREST TRUST561390
Gift Property1201051
LUC/TRINITY HEALTH ESCROW20003672
IFA '12 TAX EXEMPT BOND ESCROW8479385
LAND HELD FOR SALE18720860
FieldValueIRS element (for citing)
Total Book Value Other Assets134255596TotalBookValueOtherAssets
Federal Income Tax Liability0FederalIncomeTaxLiability

Other Liabilities OtherLiabilities (3 entries)

DescriptionDescriptionAmountAmount
COND. ASSET RETIREMENT OBLIGATION$2,824,606
Refundable Advances - Loans$18,818,134
Pension and Other Post Retirement$49,424,986
FieldValueIRS element (for citing)
Total Of Amounts71067726TotalOfAmounts

Form990 Schedule D Part XIII Form990ScheduleDPartXIII (4 entries)

IdentifierIdentifierReturn ReferenceReturnReferenceExplanationExplanation
Conservation EasementsSchedule D, Part II, Question 5, 6, 7 and 9Loyola University Chicago has two properties listed on the National Register of Historic Places: The Mundelein Center (formerly known as the Mundelein College Skyscraper) and the 14-16 East Pearson building. Further, 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 attached to these buildings, as dictated by the National Register of Historic Places 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 the easements. They are solely measures in place to protect the historical integrity of the buildings.
Description and purpose of organization's art collectionsSchedule D, Part III, Question 4The 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.
Balance Sheet Escrow Liabilities explanationSchedule D, Part IV, Question 2bLoyola 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.
Intended uses of Endowment FundsSchedule D, Part V, Question 4The 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 StmttrueNondiscriminatoryPolicyStmt
Policy Statement In Brochures EtctruePolicyStatementInBrochuresEtc
Policy Publ Via Broadcast MediatruePolicyPublViaBroadcastMedia
Maint Racial Composition RecordstrueMaintRacialCompositionRecords
Maint Scholarships RecordstrueMaintScholarshipsRecords
Maint Copies Of Brochures EtctrueMaintCopiesOfBrochuresEtc
Maint Copies Of All SolicitationstrueMaintCopiesOfAllSolicitations
Discriminate Race Students RightsfalseDiscriminateRaceStudentsRights
Discriminate Race Admiss PoliciesfalseDiscriminateRaceAdmissPolicies
Discriminate Race Emplmn FacultyfalseDiscriminateRaceEmplmnFaculty
Discriminate Race ScholarshipsfalseDiscriminateRaceScholarships
Discriminate Race Educ PoliciesfalseDiscriminateRaceEducPolicies
Discriminate Race Use Of FcltsfalseDiscriminateRaceUseOfFclts
Discriminate Race Athletic ProgfalseDiscriminateRaceAthleticProg
Discriminate Race Other ActyfalseDiscriminateRaceOtherActy
Government Financial Aid ReceivedtrueGovernmentFinancialAidReceived
Government Financial Aid RevokedfalseGovernmentFinancialAidRevoked
Compliance With Rev Proc7550trueComplianceWithRevProc7550

Form990 Schedule E Part II Form990ScheduleEPartII (2 entries)

IdentifierIdentifierExplanationExplanation
SCHEDULE E, LINE 3On Monday, May 20, 2013 the University published an advertisement in the Chicago Tribune, a widely read newspaper in the community. This year's advertisement was titled "Diversity in Thought. Diversity in Faith. Diversity in Practice."
SCHEDULE E, LINE 6AA 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 MaintainedtrueGrantRecordsMaintained

Accts Actvs Out US Table AcctsActvsOutUSTable (21 entries)

RegionRegionType Of Activities ConductedTypeOfActivitiesConductedTotal ExpendituresTotalExpendituresNumber Of OfficesNumberOfOfficesNumber Of EmployeesNumberOfEmployeesSpecific Services ProvidedSpecificServicesProvided
Central America and the CaribbeanGrantmaking73041
East Asia and the PacificGrantmaking36501
Europe (including Iceland and Greenland)Grantmaking95406
Middle East and North AfricaGrantmaking82624
North AmericaGrantmaking8570
Sub-Saharan AfricaGrantmaking169494
Europe (including Iceland and Greenland)Program Services7199318164Study Abroad Programs
Central America and the CaribbeanProgram Services24186Study Abroad Programs
South AmericaProgram Services142034Study Abroad Programs
Middle East and North AfricaProgram Services39888Study Abroad Programs
East Asia and the PacificProgram Services51501913Study Abroad Programs
Europe (including Iceland and Greenland)Program Services41422Board of Trustees Meet
Central America and the CaribbeanProgram Services351359INT'L IMMERSION PRGM.
East Asia and the PacificProgram Services40251INT'L IMMERSION PRGM.
Europe (including Iceland and Greenland)Program Services4051701FACULTY RESEARCH
Middle East and North AfricaProgram Services592184Entrepreneurship PRGM.
North AmericaProgram Services4466Faculty Research
South AmericaProgram Services53453INT'L IMMERSION PRGM.
South AsiaProgram Services1217Faculty Research
Sub-Saharan AfricaProgram Services63598INT'L IMMERSION PRGM.
Central America and the CaribbeanInvestments35430323Foreign Investments
FieldValueIRS element (for citing)
Subtotal Number Of Offices2SubtotalNumberOfOffices
Subtotal Number Of Employees72SubtotalNumberOfEmployees
Total Number Of Offices2TotalNumberOfOffices
Total Number Of Employees72TotalNumberOfEmployees
Subtotal Amount Spent9287967SubtotalAmountSpent
Cont Amount Spent35548591ContAmountSpent
Total Amount Spent44836558TotalAmountSpent

Grants To Orgs Outside US GrantsToOrgsOutsideUS (12 entries)

RegionRegionPurpose Of GrantPurposeOfGrantAmount Of Cash GrantAmountOfCashGrantManner Of Cash DisbursementMannerOfCashDisbursement
East Asia and the PacificBEIJING Center Support30000WIRE TRSFR.
Sub-Saharan AfricaResearch on the variation in Severity of Sickle Cell Disease among the Yorubas54660WIRE TRSFR.
Europe (Including Iceland and Greenland)Treatment for bipolar depression38000WIRE TRSFR.
East Asia and the PacificWater quality criteria and testing model6501WIRE TRSFR.
Sub-Saharan AfricaMETS: Energy Obesity and Diabetes57324WIRE TRSFR.
Middle East and North AfricaLocal governance, citizenship and democracy82624WIRE TRSFR.
North AmericaGenetics of Hypertension in Blacks research8570WIRE TRSFR.
Sub-Saharan AfricaMalaria transmission blocking immunity14310WIRE TRSFR.
Europe (Including Iceland and Greenland)METS: Energy Obesity and Diabetes32406WIRE TRSFR.
Sub-Saharan AfricaModeling the Epidemiologic Transition research43200WIRE TRSFR.
Central America and the CaribbeanModeling the Epidemiologic Transition research73041WIRE TRSFR.
Europe (Including Iceland and Greenland)Conferences in the Centre for Catholic Studies25000WIRE TRSFR.
FieldValueIRS element (for citing)
Total Number Of501c3 Orgs11TotalNumberOf501c3Orgs
Total Number Of Other Orgs1TotalNumberOfOtherOrgs

Grants To Ind Outside US GrantsToIndOutsideUS (2 entries)

Type Of AssistanceTypeOfAssistanceRegionRegionNumber Of RecipientsNumberOfRecipientsAmount Of Cash GrantAmountOfCashGrantManner Of Cash DisbursementMannerOfCashDisbursement
FellowshipEurope (Including Iceland and Greenland)14207152WIRE TRSFR.
ScholarshipEurope (Including Iceland and Greenland)15525962WIRE TRSFR.
FieldValueIRS element (for citing)
Transfer To Foreign CorptrueTransferToForeignCorp
Interest In Foreign TrustfalseInterestInForeignTrust
Own Foreign CorptrueOwnForeignCorp
Passive Foreign Invest CofalsePassiveForeignInvestCo
Foreign PartnershiptrueForeignPartnership
Boycott CountriesfalseBoycottCountries

Form990 Schedule F Part V Form990ScheduleFPartV (3 entries)

IdentifierIdentifierReturn ReferenceReturnReferenceExplanationExplanation
Organization's Procedures for Monitoring Use of Grant Funds Outside the USSchedule F, Part 1, Question 2Any 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.
Description of how expenditures are reportedSchedule F, Part I, Line 3, Column (f)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.
Method used to account for cash grants in Part IISchedule F, Part IIGrant 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 SolicitationsXMailSolicitations
Email SolicitationsXEmailSolicitations
Phone SolicitationsXPhoneSolicitations
In Person SolicitationsXInPersonSolicitations
Solicitation Of Non Govt GrantsXSolicitationOfNonGovtGrants
Solicitation Of Govt GrantsXSolicitationOfGovtGrants
Special Fundraising EventsXSpecialFundraisingEvents
Agreement Ref FundraisingtrueAgreementRefFundraising

Fundraiser Activity Information FundraiserActivityInformation (4 entries)

Name Of IndividualNameOfIndividualActivityActivityFundraiser Control Of FundsFundraiserControlOfFundsAmount Retained By ContractorAmountRetainedByContractor
Cambell CompanyTrainingfalse19144
Ter Molen Watkins BrandtConsultingfalse17362
Blackbaud IncFundraisingfalse9750
Robert CummingsFundraisingfalse6436
FieldValueIRS element (for citing)
Total Retained By Contractors52692TotalRetainedByContractors
Licensed StatesALLicensedStates
Licensed StatesAKLicensedStates
Licensed StatesAZLicensedStates
Licensed StatesARLicensedStates
Licensed StatesCALicensedStates
Licensed StatesCTLicensedStates
Licensed StatesDELicensedStates
Licensed StatesDCLicensedStates
Licensed StatesFLLicensedStates
Licensed StatesGALicensedStates
Licensed StatesGULicensedStates
Licensed StatesHILicensedStates
Licensed StatesIDLicensedStates
Licensed StatesILLicensedStates
Licensed StatesINLicensedStates
Licensed StatesIALicensedStates
Licensed StatesKSLicensedStates
Licensed StatesKYLicensedStates
Licensed StatesLALicensedStates
Licensed StatesMELicensedStates
Licensed StatesMDLicensedStates
Licensed StatesMALicensedStates
Licensed StatesMILicensedStates
Licensed StatesMNLicensedStates
Licensed StatesMSLicensedStates
Licensed StatesMOLicensedStates
Licensed StatesMTLicensedStates
Licensed StatesNELicensedStates
Licensed StatesNVLicensedStates
Licensed StatesNHLicensedStates
Licensed StatesNJLicensedStates
Licensed StatesNMLicensedStates
Licensed StatesNYLicensedStates
Licensed StatesNCLicensedStates
Licensed StatesNDLicensedStates
Licensed StatesOHLicensedStates
Licensed StatesOKLicensedStates
Licensed StatesORLicensedStates
Licensed StatesPALicensedStates
Licensed StatesRILicensedStates
Licensed StatesSCLicensedStates
Licensed StatesSDLicensedStates
Licensed StatesTNLicensedStates
Licensed StatesTXLicensedStates
Licensed StatesUTLicensedStates
Licensed StatesVTLicensedStates
Licensed StatesVALicensedStates
Licensed StatesWALicensedStates
Licensed StatesWVLicensedStates
Licensed StatesWILicensedStates
Licensed StatesWYLicensedStates

Events Information EventsInformation

FieldValueIRS element (for citing)
Name Of Event1STRITCH DINNERNameOfEvent1
Gross Receipts Event1525554GrossReceiptsEvent1
Charitable Contributions Event1409054CharitableContributionsEvent1
Gross Revenue Event1116500GrossRevenueEvent1
Rent Facility Costs Event1160193RentFacilityCostsEvent1
Food And Beverage Event1198233FoodAndBeverageEvent1
Entertainment Event113647EntertainmentEvent1
Other Direct Expenses Event154593OtherDirectExpensesEvent1
Name Of Event2FOUNDER DINNERNameOfEvent2
Gross Receipts Event2444650GrossReceiptsEvent2
Charitable Contributions Event2368050CharitableContributionsEvent2
Gross Revenue Event276600GrossRevenueEvent2
Rent Facility Costs Event2130561RentFacilityCostsEvent2
Food And Beverage Event2111345FoodAndBeverageEvent2
Entertainment Event21804EntertainmentEvent2
Other Direct Expenses Event227810OtherDirectExpensesEvent2
Total Number Of Other Events2TotalNumberOfOtherEvents
Gross Receipts Other Events214310GrossReceiptsOtherEvents
Charitable Contrib Other Events75510CharitableContribOtherEvents
Gross Revenue Other Events138800GrossRevenueOtherEvents
Rent Facility Costs Other Events94363RentFacilityCostsOtherEvents
Food And Beverage Other Events155194FoodAndBeverageOtherEvents
Entertainment Other Events9810EntertainmentOtherEvents
Other Direct Expenses Other Events10687OtherDirectExpensesOtherEvents
Gross Receipts Total1184514GrossReceiptsTotal
Charitable Contributions Total852614CharitableContributionsTotal
Gross Revenue Total Events331900GrossRevenueTotalEvents
Rent Facility Costs Total Events385117RentFacilityCostsTotalEvents
Food And Beverage Total Events464772FoodAndBeverageTotalEvents
Entertainment Total Events25261EntertainmentTotalEvents
Other Direct Expenses Total Events93090OtherDirectExpensesTotalEvents
Direct Expense Summary Events968240DirectExpenseSummaryEvents
Net Income Summary-636340NetIncomeSummary

Gaming Information GamingInformation

FieldValueIRS element (for citing)
Gross Revenue Other Gaming28119GrossRevenueOtherGaming
Non Cash Prizes Other Gaming18200NonCashPrizesOtherGaming
Other Direct Expenses Other Gaming800OtherDirectExpensesOtherGaming
Gross Revenue Total Gaming28119GrossRevenueTotalGaming
Non Cash Prizes Total Gaming18200NonCashPrizesTotalGaming
Other Direct Expenses Total Gaming800OtherDirectExpensesTotalGaming
Direct Expense Summary Gaming19000DirectExpenseSummaryGaming
Net Gaming Income Summary9119NetGamingIncomeSummary
FieldValueIRS element (for citing)
States Where Gaming ConductedILStatesWhereGamingConducted
LicensedtrueLicensed
License Suspended EtcfalseLicenseSuspendedEtc
Gaming With NonmembersfalseGamingWithNonmembers
Member Of Other EntityfalseMemberOfOtherEntity
Percentage Of Gaming Othr Facility1.00000PercentageOfGamingOthrFacility
Name Of Gaming Rec Keeper PersonAndrea C SabitsanaNameOfGamingRecKeeperPerson
Contract With3rd Party For Gam RevfalseContractWith3rdPartyForGamRev
Gaming Manager Name PersonRichard Williams Director of SpeciGamingManagerNamePerson
Gaming Manager Services ProvidedOrganized raffleGamingManagerServicesProvided
Gaming Manager Is EmployeeXGamingManagerIsEmployee
Charitable Distrib RequiredfalseCharitableDistribRequired

Form990 Schedule G Part IV Form990ScheduleGPartIV

FieldValueIRS element (for citing)
IdentifierAmounts paid to consultants for fundraising, training and consultingIdentifier
Return ReferenceForm 990, Schedule G, Part I, Line 2bReturnReference
ExplanationDuring fiscal year 2013, the University spent $52,692.18 for training and consulting services related to fundraising. These services did not provide direct fundraising receipts but instead provided general training and guidance to employees of the University working in the area of fundraising.Explanation

Schedule I IRS990ScheduleI

FieldValueIRS element (for citing)
Records MaintainedtrueRecordsMaintained

Recipient Table RecipientTable (55 entries)

Address Line1AddressUS/AddressLine1CityAddressUS/CityStateAddressUS/StateZIP CodeAddressUS/ZIPCodeEIN Of RecipientEINOfRecipientIRC SectionIRCSectionAmount Of Cash GrantAmountOfCashGrantPurpose Of GrantPurposeOfGrantAddress Line2AddressUS/AddressLine2
Adler Planetarium Chicago
1300 SLake Shore DrChicagoIL60605366210902501 (c)(3)9658Promoting an understanding of science, sustainability & service in classrooms & with families
Black Men's Xchange National
1396 Falls River DrConyersGA30013272330266501 (c)(3)84224Research to evaluate locally developed HIV prevent RELATED TO REDEVELOPMENT.
Cares
5000 S Fifth AveHinesIL60141363334177501 (c)(3)18500Health services research
Case Western Reserve University
10900 Euclid AvenueClevelandOH44106341018992501 (c)(3)31906Develop statistical methods
Children's Hospital Boston
PO Box 414413BostonMA02241042774441501 (c)(3)10433Research on the genetics of Hypertension in Blacks BLACKS.
Cornell University
341 Pine Tree RoadIthacaNY14850150532082501 (c)(3)11084Race related stressors, identity and mental health
Depaul University
1 East Jackson BlvdChicagoIL60604362167048501 (c)(3)20755Migration and immigrant integration research
Drexel University
3201 Arch StPhiladelphiaPA19104231352630501 (c)(3)33758Obesity research
Health And Medicine Policy Research Group
29 E Madison Suite 602ChicagoIL60602363143826501 (c)(3)10000Schweitzer Fellowship
Hematology Oncology Consultants
100 Spalding DriveNapervilleIL605403630825805320Breast cancer therapy research
Hines Va Hospital
PO Box 1490HinesIL60141363767770170(c)(1)99359Molecular Pharmacology, Therapeutics & Neuroscience research
Illinois Institute Of Technology
3300 S Federal StChicagoIL60616362170136501 (c)(3)49841Cardiovascular research
Indiana University
PO Box 66057IndianapolisIN46266356001673170(c)(1)158415Chemokine-mediated modulation of opioid induced pain research
Lawrence Livermore National Laboratory
PO Box 5516LivermoreCA94551205624386501 (c)(3)333824Anthrax vaccination research
Lift Inc
1620 I ST NW 820WashingtonDC20006522168409501 (c)(3)25000Platinum sponsorship for the LIFT LOCAL 2013 dinner
Los Alamos National Laboratory
PO Box 1663Los AlamosNM87545203104541170(c)(1)17694Integration of HCV molecular virology and mathematical modeling
Loyola University Medical Center
2160 South First AvenueMaywoodIL60153363342448501 (c)(3)15003HOSPITAL 5K
Medical University Of South Carolina
19 Hagood Ave STE 303CharlestonSC29425576000722170(c)(1)1133619Modulating tolerance in a spontaneous mouse research model
Michigan State University
301 Admin BLDGEast LansingMI48824386005984170(c)(1)236555Sexuality in adolescences research
Midwestern University
555 31st StreetDowners GroveIL60515363377698501 (c)(3)12979Burn trauma & infection
Naval Surface Warfare Center
17632 Dahlgren RdDahlgrenVA22448520592178170(c)(1)157281Bio-threat agent research
North Dakota State University
PO Box 6050FargoND58108456002439170(c)(1)9933Modern methods in calculus of variations research
Northwestern University
633 Clark StreetEvanstonIL60208322167817501 (c)(3)15391Modeling obesity through simulation
Oregon State University
PO Box 1086CorvalisOR97331481278540170(c)(1)55987Restoring Wetland Biodiversity
Purdue University
401 S Grant StWest LafayetteIN47907356002041170(c)(1)421361Mechanisms of viral proteases research
Research Foundation Of State Of University Of New
230 W 41st St 7th FlNew YorkNY74906131988190501 (c)(3)87597Influence of oyster restoration research
Rush University Medical Center
1725 W HarrisonChicagoIL60612362174823501 (c)(3)37000Oral HIV vaccine research
University Of Illinois At Chicago
1737 West Polk StChicagoIL60612376000511170(c)(1)69829Teachers training & HIV research
University Of Iowa
Acct B5 Jessup HallIowa CityIA52242426004813170(c)(1)6628Entry & pathogenesis of corona viruses research
University Of New Mexico
MSC 05 3180-1AlbuquerqueNM87131856000642170(c)(1)34209Motivational interviewing
University Of North Carolina At Chapel Hill
104 Airport DriveChapel HillNC27599566001393170(c)(1)19109Mechanical ventilation research
University Of Notre Dame
940 Grace HallNotre DameIN46556350868188501 (c)(3)11927Prey availability for nesting Blackbirds on the Copper River
University Of Wisconsin - Madison
21 N Park StSte 6401MadisonWI53715396006492170(c)(1)60644Mechanical ventilation research
American Quality Schools Corp
850 West JacksonChicagoIL60607364298732501 (c)(3)14825Federal Work Study ReimbursementPO BOX 1086
Ann & Robert H Lurie Children's Hospital
225 E Chicago AveChicagoIL60611362170833501 (c)(3)9579Federal Work Study Reimbursement
Asian Human Services
4753 North Broadway 700ChicagoIL60640363698770501 (c)(3)23356Federal Work Study Reimbursement
Better Boys Foundation
1512 S PulaskiChicagoIL60623362484473501 (c)(3)6805Federal Work Study Reimbursement
Centro Romero
6216 North Clark StreetChicagoIL60660363517408501 (c)(3)10845Federal Work Study Reimbursement
Chicago House and Social Service Agency
1925 North Clybourn 401ChicagoIL60614363376432501 (c)(3)5436Federal Work Study Reimbursement
Chicago Jewish Day School
5959 N Sheridan RoadChicagoIL60660364437180501 (c)(3)8666Federal Work Study Reimbursement
Chicago Public Schools
640 W Scott StreetChicagoIL60610366005821170(c)(1)12106Federal Work Study Reimbursement
CircEsteem
4730 N Sheridan RoadChicagoIL60640360050649501 (c)(3)10587Federal Work Study Reimbursement
FEMI Memorial Outreach Fund
5875 N Lincoln AveChicagoIL60659030549622501 (c)(3)9394Federal Work Study Reimbursement
Hamdard Center
1542 West Devon AvenueChicagoIL60660363917885501 (c)(3)19719Federal Work Study Reimbursement
Housing Opportunities for Women
1607 W Howard StChicagoIL60626363263818501 (c)(3)19748Federal Work Study Reimbursement
Indo American Center
6328 N California AveChicagoIL60659363689665501 (c)(3)13830Federal Work Study Reimbursement
Instituto Health Sciences Career Academy
2520 S Western AvenueChicagoIL60608271488618501 (c)(3)9523Federal Work Study Reimbursement
Living Works
6808 N Ashland BlvdChicagoIL60626363946012501 (c)(3)15363Federal Work Study Reimbursement
McGaw YMCA
1000 Grove StreetEvanstonIL60201362169194501 (c)(3)14135Federal Work Study Reimbursement
Muslim Women Resource Center
6349 N Western AvenueChicagoIL60659680489248501 (c)(3)5231Federal Work Study Reimbursement
National Runaway Switchboard
3080 North Lincoln AvenueChicagoIL60657362726331501 (c)(3)5478Federal Work Study Reimbursement
Office of Catholic Schools
835 North Rush StreetChicagoIL60611362170826501 (c)(3)20138Federal Work Study Reimbursement
Sacred Heart Schools
6250 North SheridanChicagoIL60660362170839501 (c)(3)28054Federal Work Study Reimbursement
United Church of Rogers Park
1545 W Morse AveChicagoIL60626362677402501 (c)(3)8021Federal Work Study Reimbursement
Youth Organizations Umbrella Inc
1027 Sherman AvenueEvanstonIL60202362734966501 (c)(3)51770Federal Work Study Reimbursement
FieldValueIRS element (for citing)
Total Nbr Of501 C3 And Govt Grants39TotalNbrOf501C3AndGovtGrants
Total Nbr Of Other Organizations16TotalNbrOfOtherOrganizations

Form990 Schedule I Part III Form990ScheduleIPartIII (2 entries)

Type Of GrantTypeOfGrantNumber Of RecipientsNumberOfRecipientsAmount Of Cash GrantAmountOfCashGrant
Scholarships to Individuals10767134151337
Fellowships148755426

Form990 Schedule I Part IV Form990ScheduleIPartIV

FieldValueIRS element (for citing)
IdentifierForm 990, Schedule IIdentifier
Return ReferenceDescription of Organization's Procedures for Monitoring the Use of GrantsReturnReference
ExplanationAll 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.Explanation

Schedule J IRS990ScheduleJ

FieldValueIRS element (for citing)
Idemnification Gross Up PaymentsXIdemnificationGrossUpPayments
Housing Allowance Or ResidenceXHousingAllowanceOrResidence
Written Policy Re T And E ExpensestrueWrittenPolicyReTAndEExpenses
Substantiation RequiredtrueSubstantiationRequired
Compensation CommitteeXCompensationCommittee
Compensation SurveyXCompensationSurvey
Board Or Committee ApprovalXBoardOrCommitteeApproval
Severance PaymentfalseSeverancePayment
Supplemental Nonqual Retire PlanfalseSupplementalNonqualRetirePlan
Equity Based Comp ArrangementfalseEquityBasedCompArrangement
Comp Based On Revenue Of Filing OrgfalseCompBasedOnRevenueOfFilingOrg
Comp Based On Revenue Related OrgsfalseCompBasedOnRevenueRelatedOrgs
Comp Based Net Earnings Filing OrgfalseCompBasedNetEarningsFilingOrg
Comp Based Net Earnings Relate OrgsfalseCompBasedNetEarningsRelateOrgs
Any Non Fixed PaymentstrueAnyNonFixedPayments
Initial Contract ExceptionfalseInitialContractException

Form990 Schedule J Part II Form990ScheduleJPartII (23 entries)

TitleTitleBase Compensation Filing OrgBaseCompensationFilingOrgComp Based On Related OrgsCompBasedOnRelatedOrgsBonus Filing OrgBonusFilingOrgBonus Related OrgsBonusRelatedOrgsOther Compensation Filing OrgOtherCompensationFilingOrgOther Compensation Related OrgsOtherCompensationRelatedOrgsDeferred Comp Filing OrgDeferredCompFilingOrgDeferred Comp Related OrgsDeferredCompRelatedOrgsNontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgNontaxable Benefits Related OrgsNontaxableBenefitsRelatedOrgsTotal Compensation Filing OrgTotalCompensationFilingOrgTotal Compensation Related OrgsTotalCompensationRelatedOrgsComp Report Prior990 Filing OrgCompReportPrior990FilingOrgComp Report Prior990 Related OrgsCompReportPrior990RelatedOrgs
Pamela G Costas
Asst Secr. & Dep. Gen. COUNSEL1885070100000426020104092940228331000
Richard L Gamelli MD
Sr VP & Provost Health Science6321250035640233750169740676038000
Philip D Hale
VP for Governemt Affairs173225006000198650156400209330000
Jonathan R Heintzelman
Sr. VP for Advancement2763120039800277500158740323916000
Emilio Iodice
VP, Dir. John Felice Rome CTR.19498800113372015784019550326099000
Eric C Jones
Treasurer & INVESTMENT OFFICER17750401000002720165730227490227098000
Robert D Kelly
VP for Student Development226169003570185980154720260596000
Thomas M Kelly
Sr. VP for Admin. SERV, & CHRO236292005750245810203330281781000
William G Laird
Sr. VP for Finance & CFO309311015000061630245950190570374126000
Wayne Magdziarz
Sr. VP FOR CAPITAL PLANNING2702580052580246680128580313042000
Susan Malisch
VP & Chief Information Officer2562880500006180250000109260297832000
Ellen Kane Munro
Sr. VP, Gen. Counsel & SECR.2500630030890277500176190298521000
John P Pelissero
Provost for Lakeside Campuses30720000022080277500205480357706000
Kelly Shannon
VP OF Univ. Marketing and COM.18638005006730223080259210235332000
Linda Brubaker MD
Dean, Stritch School of Med.34166900024720239130283240396378000
Kathleen A Getz
Dean, School of Business27637800010310250000225790324988000
Pieter DeTombe
Cell & Molecular Phys. Chair31227100022550277500589710401247000
Richard Kennedy
Vice Provost for Research30741400033220277500159300354416000
Porter Moser
Head Basketball Coach3217540005320250000230380370324000
Tarun Patel
Molecular Pharmacology CHAIR3154330002204027750092300354617000
David Yellen
Dean, School of Law39322600023220277500641870487485000
Abolhassan Jalilvand
Former Key Employee21350100022570205990255770261934000
FRANCIS FENNELL JR
Former Key Employee175031024472085816181214517

Form990 Schedule J Part III Form990ScheduleJPartIII (3 entries)

IdentifierIdentifierReturn ReferenceReturnReferenceExplanationExplanation
Housing Allowance or Residence for Personal UseSCHEDULE J, PART I, QUESTION 1AFATHER GARANZINI, S.J., THE PRESIDENT OF THE UNIVERSITY, IS PROVIDED WITH A RESIDENCE HALL ROOM AT THE LAKE SHORE CAMPUS. THIS ROOM IS FOR HIS USE WHEN HE IS ON CAMPUS AS A WAY TO CONNECT WITH THE STUDENT BODY.
Tax Indemnification and Gross-up PaymentsSCHEDULE J, PART I, QUESTION 1AEmilio Iodice received a tax gross-up payment of $111,101 to cover Italian taxes, as he is an employee of the University's John Felice Rome Center Campus in Italy.
Supplemental Compensation Information - Other non-fixed paymentsSCHEDULE J, PART I, QUESTION 7Several persons listed in Part VII, Section A, Line 1a received performance bonuses during calendar year 2012.

Schedule K IRS990ScheduleK

Form990 Schedule K Part I Form990ScheduleKPartI (3 entries)

Bond ReferenceBondReferenceCdIssuer EINIssuerEINCUSIP NumberCUSIPNumberDate IssuedDateIssuedIssue PriceIssuePriceDescription Of PurposeDescriptionOfPurposeDefeasedDefeasedOn Behalf Of IssuerOnBehalfOfIssuerPool FinancingPoolFinancing
Illinois Finance Authority
A86109196745200B2C12007-04-1228980884REFUND 1997A BONDS ISSUED 7/9/97falsefalsefalse
Illinois Finance Authority
B86109196745203TAC02008-06-0480000000Refund & new const; see Part VIfalsefalsefalse
Illinois Finance Authority
C86109196745203HHM72012-05-31104526524Refund & new const; see Part VIfalsefalsefalse

Form990 Schedule K Part II Form990ScheduleKPartII (3 entries)

Bond ReferenceBondReferenceCdAmount RetiredAmountRetiredAmount Bond DefeasedAmountBondDefeasedTotal ProceedsTotalProceedsAmount In Reserve FundAmountInReserveFundCapitalized InterestCapitalizedInterestRefunding EscrowRefundingEscrowIssuance Costs From ProceedsIssuanceCostsFromProceedsCredit EnhancementCreditEnhancementWorking Capital ExpendituresWorkingCapitalExpendituresCapital ExpendituresCapitalExpendituresOther Spent ProceedsOtherSpentProceedsAmount UnspentAmountUnspentYear Of Subst CompletionYearOfSubstCompletionCurrent RefundingCurrentRefundingAdvance RefundingAdvanceRefundingFinal Allocation MadeFinalAllocationMadeAdequate Books And Recds MaintaindAdequateBooksAndRecdsMaintaind
A12300002500000289808840003304820002865040202007truefalsetruetrue
B5960000080082002000000451315973495040502009truefalsetruetrue
C0010456628000417399513913890052004378195117884793842013falsetruefalsetrue

Form990 Schedule K Part III Form990ScheduleKPartIII (3 entries)

Bond ReferenceBondReferenceCdPrcntge Prvt Business Use By OthersPrcntgePrvtBusinessUseByOthersOwning Bond Financed PropertyOwningBondFinancedPropertyAny Lease ArrangementsAnyLeaseArrangementsMngment Cntrct Bond Financd PrprtyMngmentCntrctBondFinancdPrprtyEngage Bond Counsel ContractsEngageBondCounselContractsAny Research AgreementsAnyResearchAgreementsBond Iss Meet Prvt Security Pay TestBondIssMeetPrvtSecurityPayTestChange In Use Bond Financed PropChangeInUseBondFinancedPropRemedial Action TakenRemedialActionTakenNon Qualified Bond Remed ProcdrsNonQualifiedBondRemedProcdrs
A0
B0falsetruetruetruefalsefalsefalsefalsetrue
C0falsefalsetruetruefalsefalsefalsefalsetrue

Form990 Schedule K Part IV Form990ScheduleKPartIV (3 entries)

Bond ReferenceBondReferenceCdForm8038 T FiledForm8038TFiledRebate Not Due YetRebateNotDueYetException To RebateExceptionToRebateNo Rebate DueNoRebateDueVariable Rate IssueVariableRateIssueHedge Identified In Books And RecdsHedgeIdentifiedInBooksAndRecdsGross Proceeds Invested In GICGrossProceedsInvestedInGICBusiness Name Line1NameOfGICProvider/BusinessNameLine1Gross Proceeds InvestedGrossProceedsInvestedWritten Proc To Monitor ReqsWrittenProcToMonitorReqs
0
Afalsefalsetruetruefalsefalsefalse0falsetrue
0
Bfalsefalsetruetruetruefalsefalse0falsetrue
0
Cfalsefalsetruefalsefalsefalsefalse0falsetrue

Form990 Schedule K Part V Form990ScheduleKPartV (3 entries)

Bond ReferenceBondReferenceCdProc To Undertk Corrective ActionProcToUndertkCorrectiveAction
Atrue
Btrue
Ctrue

Form990 Schedule K Part VI Form990ScheduleKPartVI

FieldValueIRS element (for citing)
Identifier2008 BOND, DESCRIPTION OF PURPOSEIdentifier
Return ReferenceFORM 990, SCHEDULE K, PART I, LINE B, COLUMN FReturnReference
ExplanationTHE 2008 NOTES REFUNDED THE 2004B BONDS ISSUED 12/2/2004 AND THE REMAINING PROCEEDS FINANCED CONSTRUCTION AND EQUIPPING OF VARIOUS EDUCATIONAL FACILITIES. 2012 BOND, DESCRIPTION OF PURPOSEExplanation

Schedule L IRS990ScheduleL

Loan Table LoanTable

FieldValueIRS element (for citing)
Name PersonRobert D KellyNamePerson
Relationship With OrganizationOFFICERRelationshipWithOrganization
Purpose Of Loanpurchase of housePurposeOfLoan
Loan From OrganizationXLoanFromOrganization
Original Principal$100,000OriginalPrincipalAmount
Balance Due108892BalanceDue
DefaultfalseDefault
Approved By BoardfalseApprovedByBoard
Written AgreementtrueWrittenAgreement
FieldValueIRS element (for citing)
Total Balance Due108892TotalBalanceDue

Form990 Schedule L Part III Form990ScheduleLPartIII

FieldValueIRS element (for citing)
Name Of Interested PersonNANameOfInterestedPerson
Relationship With OrganizationN/ARelationshipWithOrganization
Amount Of Grant10000AmountOfGrant
Type Of AssistanceScholarshipTypeOfAssistance
Purpose Of AssistanceTuition AssistancePurposeOfAssistance

Form990 Schedule L Part IV Form990ScheduleLPartIV (2 entries)

RelationshipRelationshipAmount Of TransactionAmountOfTransactionDescription Of TransactionDescriptionOfTransactionSharing Of RevenuesSharingOfRevenues
BRIDGET KELLY
SPOUSE OF OFFICER79601Employmentfalse
CECILIA RODRIGUEZ
SPOUSE OF TRUSTEE80151EMPLOYMENTfalse

Form990 Schedule L Part V Form990ScheduleLPartV (2 entries)

IdentifierIdentifierReturn ReferenceReturnReferenceExplanationExplanation
Loans To/From Interested PersonsForm 990, Schedule L, Part IIDuring Fiscal year 2013, interest was accrued and received FOR THE SAME AMOUNT on Robert Kellys loan; therefore, the loan amount remains unchanged from the prior year.
Business Transactions with interested personsForm 990, Schedule L, Part IVBRIDGET KELLY, WIFE OF ROBERT KELLY, 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. HER EMPLOYMENT BEGAN PRIOR TO MR. RODRIGUEZ'S APPOINTMENT AS TRUSTEE. MR. RODRIGUEZ HAS NO DIRECT CONTROL OVER HER COMPENSATION.

Schedule M IRS990ScheduleM

Works Of Art WorksOfArt

FieldValueIRS element (for citing)
Non Cash CheckboxXNonCashCheckbox
Number Of Contributions12NumberOfContributions
Noncash Contribs Rptd F9901113460NoncashContribsRptdF990
Method Of Determining Revenuesopinions of expertsMethodOfDeterminingRevenues
FieldValueIRS element (for citing)
Art Historical TreasuresArtHistoricalTreasures
Art Fractional InterestArtFractionalInterest

Books And Publications BooksAndPublications

FieldValueIRS element (for citing)
Non Cash CheckboxXNonCashCheckbox
Noncash Contribs Rptd F99010040NoncashContribsRptdF990
Method Of Determining RevenuesCOST/SELLING PRICEMethodOfDeterminingRevenues

Clothing And Household Goods ClothingAndHouseholdGoods

FieldValueIRS element (for citing)
Non Cash CheckboxXNonCashCheckbox
Noncash Contribs Rptd F9909083NoncashContribsRptdF990
Method Of Determining RevenuesCOST/SELLING PRICEMethodOfDeterminingRevenues

Cars And Other Vehicles CarsAndOtherVehicles

FieldValueIRS element (for citing)
Non Cash CheckboxXNonCashCheckbox
Number Of Contributions1NumberOfContributions
Noncash Contribs Rptd F99015500NoncashContribsRptdF990
Method Of Determining RevenuesCOST/SELLING PRICEMethodOfDeterminingRevenues
FieldValueIRS element (for citing)
Boats And PlanesBoatsAndPlanes
Intellectual PropertyIntellectualProperty

Securities Publicly Traded SecuritiesPubliclyTraded

FieldValueIRS element (for citing)
Non Cash CheckboxXNonCashCheckbox
Number Of Contributions55NumberOfContributions
Noncash Contribs Rptd F9909559736NoncashContribsRptdF990
Method Of Determining RevenuesCOST/SELLING PRICEMethodOfDeterminingRevenues
FieldValueIRS element (for citing)
Securities Closely Held StockSecuritiesCloselyHeldStock
Securities Prtnrshp Trust IntrstsSecuritiesPrtnrshpTrustIntrsts
Securities MiscellaneousSecuritiesMiscellaneous
Qualified Contrib Hist StructQualifiedContribHistStruct
Qualified Contrib OtherQualifiedContribOther
Real Estate ResidentialRealEstateResidential
Real Estate CommercialRealEstateCommercial

Real Estate Other RealEstateOther

FieldValueIRS element (for citing)
Non Cash CheckboxXNonCashCheckbox
Number Of Contributions1NumberOfContributions
Noncash Contribs Rptd F990500000NoncashContribsRptdF990
Method Of Determining RevenuesSALE OF COMP. PROP.MethodOfDeterminingRevenues

Collectibles Collectibles

FieldValueIRS element (for citing)
Non Cash CheckboxXNonCashCheckbox
Number Of Contributions12NumberOfContributions
Noncash Contribs Rptd F9902705NoncashContribsRptdF990
Method Of Determining RevenuesCOST/SELLING PRICEMethodOfDeterminingRevenues

Food Inventory FoodInventory

FieldValueIRS element (for citing)
Non Cash CheckboxXNonCashCheckbox
Number Of Contributions80NumberOfContributions
Noncash Contribs Rptd F99025489NoncashContribsRptdF990
Method Of Determining RevenuesCOST/SELLING PRICEMethodOfDeterminingRevenues
FieldValueIRS element (for citing)
Drugs And Medical SuppliesDrugsAndMedicalSupplies
TaxidermyTaxidermy
Historical ArtifactsHistoricalArtifacts

Scientific Specimens ScientificSpecimens

FieldValueIRS element (for citing)
Non Cash CheckboxXNonCashCheckbox
Number Of Contributions2NumberOfContributions
Noncash Contribs Rptd F9907249NoncashContribsRptdF990
Method Of Determining Revenuesopinions of expertsMethodOfDeterminingRevenues
FieldValueIRS element (for citing)
Archaeological ArtifactsArchaeologicalArtifacts

Other Non Cash Contributions Table OtherNonCashContributionsTable

FieldValueIRS element (for citing)
Non Cash CheckboxXNonCashCheckbox
DescriptionOther - MiscellaneousDescription
Number Of Contributions250NumberOfContributions
Noncash Contribs Rptd F99073751NoncashContribsRptdF990
Method Of Determining Revenuescost/selling priceMethodOfDeterminingRevenues
FieldValueIRS element (for citing)
Number Of8283 Received3NumberOf8283Received
Any Property That Must Be HeldfalseAnyPropertyThatMustBeHeld
Review Process Unusual NC GiftstrueReviewProcessUnusualNCGifts
Third Parties UsedtrueThirdPartiesUsed

Form990 Schedule M Part II Form990ScheduleMPartII

FieldValueIRS element (for citing)
IdentifierTHIRD PARTY PROCESSING OF CONTRIBUTIONSIdentifier
Return ReferenceSCHEDULE M, LINE 32BReturnReference
ExplanationTHE UNIVERSITY MAINTAINS BROKERAGE RELATIONSHIPS TO FACILITATE THE PROCESSING AND SELLING OF SECURITIES RECEIVED FROM DONORS.Explanation

Schedule O IRS990ScheduleO

General Explanation GeneralExplanation (9 entries)

IdentifierIdentifierReturn ReferenceReturnReferenceExplanationExplanation
Organizations that may receive deductible contributions under sect. 170(c)Part V - Question 7hDuring Fiscal year 2013, Loyola University of Chicago received a donation of a brand new car from an automobile dealership. An agreement was signed between the dealership and Loyola University of Chicago that stated the model of the vehicle being donated, its fair market value, and its intended use as a grand prize for a raffle.
Voting Members of the Governing BodyForm 990, Part VI, Question 1During fiscal year 2013, the terms of 15 voting members of the governing body came to an end. The voting members with expiring terms were replaced by new voting members of the governing body.
Family or Business RelationshipForm 990, Part VI, Question 2William J. Hank, trustee, and Cynthia Hank Stark, trustee, have a family relationship.
Describe the Process used by Management &/or Governing Body to Review 990Form 990, Part VI, Question 11THE 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 FIRM'S 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.
Description of Process to Monitor Transactions for Conflicts of InterestForm 990, Part VI, Question 12cEach 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.
Offices & Positions for Which Process was Used, & Year Process was BegunForm 990, Part VI, Question 15a, 15bExecutive 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.
Avail of Gov Docs, Conflict of Interest Policy, & Fin Stmts to Gen PublicForm 990, Part VI, Question 19The Conflict of Interest policy and Financial Statements are made available to the public via the University's website. Governing documents are available upon request.
Officers, Directors, Trustees, Key Employees, & Highest Paid EmployeesForm 990, Part VII, Section A, Line 1aFather Michael J. Garanzini, S.J. is a member of the Society of Jesus and has taken a vow of poverty. During calendar year 2012 The University paid compensation and benefits in the amount of $635,601 to the Society of Jesus, the founders of Loyola University Chicago, for his services.
Other Changes in Net Assets or Fund BalancesForm 990, Part XI, Line 5Rome Center Exchange Rate Gain/loss $518,956 CHANGES IN POST RETIREMENT BENEFIT $5,218,914 LOSS ON PROPERTY DISPOSALS $(2,802,951) LOSS ON BOND REFUNDING $(480,319) ______________ TOTAL $1,935,644

Schedule R IRS990ScheduleR

Form990 Schedule R Part II Form990ScheduleRPartII (3 entries)

Address Line1AddressUS/AddressLine1CityAddressUS/CityStateAddressUS/StateZIP CodeAddressUS/ZIPCodeEINEINPrimary ActivitiesPrimaryActivitiesLegal Domicile StateLegalDomicileStateExempt Code SectionExemptCodeSectionPublic Charity StatusPublicCharityStatusBusiness Name Line1DirectControllingEntityName/BusinessNameLine1Controlled OrgControlledOrgAddress Line1AddressForeign/AddressLine1CityAddressForeign/CityCountryAddressForeign/CountryLegal Domicile Foreign CountryLegalDomicileForeignCountry
Mundelein College
820 N Michigan AvenueChicagoIL60611362179799EducationIL501(c)(3)2LUCtrue
Krasa Family Trust
PO BOX 803878ChicagoIL60680366828217Support LUCIL501(c)(3)11NAtrue
Loyola Rome Center Foundation
999999999Support501(c)(3)LUCtrueVIA MASSIMI 114/AROMEITIT
FieldValueIRS element (for citing)
Receipt Of Int Ann Rents RoyaltiesfalseReceiptOfIntAnnRentsRoyalties
Gift Grant Or Cap Contr To Other OrgtrueGiftGrantOrCapContrToOtherOrg
Gift Grant Or Cap Contr Fr Other OrgtrueGiftGrantOrCapContrFrOtherOrg
Loans Or Guarantees To Other OrgfalseLoansOrGuaranteesToOtherOrg
Loans Or Guarantees From Other OrgfalseLoansOrGuaranteesFromOtherOrg
Dividends Related OrganizationfalseDividendsRelatedOrganization
Sale Of Assets To Other OrgfalseSaleOfAssetsToOtherOrg
Purchase Of Assets From Other OrgfalsePurchaseOfAssetsFromOtherOrg
Exchange Of AssetsfalseExchangeOfAssets
Rental Of Facilities To Other OrgsfalseRentalOfFacilitiesToOtherOrgs
Rental Of Facilities Fr Other OrgsfalseRentalOfFacilitiesFrOtherOrgs
Perform Of Services For Other OrgsfalsePerformOfServicesForOtherOrgs
Perform Of Services By Other OrgsfalsePerformOfServicesByOtherOrgs
Sharing Of FacilitiesfalseSharingOfFacilities
Sharing Of Paid EmployeesfalseSharingOfPaidEmployees
Reimbursement Paid To Other OrgfalseReimbursementPaidToOtherOrg
Reimbursement Paid By Other OrgfalseReimbursementPaidByOtherOrg
Other Transfer To Other OrgfalseOtherTransferToOtherOrg
Other Transfer From Other OrgfalseOtherTransferFromOtherOrg

Transactions Related Orgs Table TransactionsRelatedOrgsTable (2 entries)

Transaction TypeTransactionTypeAmount InvolvedAmountInvolvedMethod Of Amt DeterminationMethodOfAmtDetermination
Loyola Rome Center Foundation
B432668CASH
Krasa Family Trust
C210455Cash