LOYOLA UNIVERSITY: Form 990, tax year 2011
View the entire original 990 at ProPublica ↗
- Organization
- LOYOLA UNIVERSITY (EIN 72-0408946)
- Tax period
- 2011-08-01 to 2012-07-31
- Filed
- 2013-05-23
- IRS object ID
- 201301499349300120
- Schema version
- 2011v1.2
- 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
- Form 990
- Schedule A
- Schedule B
- Schedule D
- Schedule E
- Schedule F
- Schedule G
- Schedule I
- Schedule J
- Schedule K
- Schedule L
- Schedule M
- Schedule O
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2013-05-23T15:30:50-07:00 | Timestamp |
| Tax Period End Date | 2012-07-31 | TaxPeriodEndDate |
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2011-08-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 720408946 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LOYOLA UNIVERSITY | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | LOYO | NameControl |
| Phone | 5048653152 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6363 St Charles Avenue | AddressLine1 |
| City | New Orleans | City |
| State | LA | State |
| ZIP Code | 70118 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | Jay Calamia | Name |
| Title | V P Finance & Administration | Title |
| Phone | 5048653144 | Phone |
| Date Signed | 2013-05-24 | DateSigned |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2011 | TaxYear |
| Build TS | 2016-02-25 16:41:14Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | Jay Calamia | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6363 Saint Charles Avenue | AddressLine1 |
| Address Line2 | Box11 | AddressLine2 |
| City | New Orleans | City |
| State | LA | State |
| ZIP Code | 70118 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 398819651 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Group Exemption Number | 0928 | GroupExemptionNumber |
| Organization501c3 | X | Organization501c3 |
| Web Site | www.loyno.edu | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1912 | YearFormation |
| State Legal Domicile | LA | StateLegalDomicile |
| Activity Or Mission Description | 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. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 33 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 30 | NbrIndependentVotingMembers |
| Total Nbr Employees | 2988 | TotalNbrEmployees |
| Total Nbr Volunteers | 507 | TotalNbrVolunteers |
| Total Gross UBI | 256942 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 0 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 25725080 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 16884279 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 129453978 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 144029697 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 14525292 | InvestmentIncomePriorYear |
| Investment Income Current Year | 6972403 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 300571 | OtherRevenuePriorYear |
| Other Revenue Current Year | 337277 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 170004921 | TotalRevenuePriorYear |
| Total Revenue Current Year | 168223656 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 53103623 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 59633603 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 74014520 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 77751989 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 0 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 6874908 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 38693866 | OtherExpensePriorYear |
| Other Expenses Current Year | 45599480 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 165812009 | TotalExpensesPriorYear |
| Total Expenses Current Year | 182985072 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 4192912 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | -14761416 | RevenuesLessExpensesCY |
| Total Assets BOY | 465746622 | TotalAssetsBOY |
| Total Assets EOY | 577564371 | TotalAssetsEOY |
| Total Liabilities BOY | 89109802 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 216976273 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 376636820 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 360588098 | NetAssetsOrFundBalancesEOY |
| Mission Description | 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. | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 6387802 | Expense |
| Grants | 0 | Grants |
| Revenue | 0 | Revenue |
| Description | Higher Education:Interest on Indebtedness(4 bond Issues) for construction of academic buildings and other buildings uses in education of college students | Description |
Activity2 Activity2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 11902781 | Expense |
| Grants | 0 | Grants |
| Revenue | 0 | Revenue |
| Description | Higher Education: Auxilary Enterprises - operation of student center, child care center, parking garages, and residence halls ( 4 enterprises) | Description |
Activity3 Activity3
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 82971975 | Expense |
| Grants | 0 | Grants |
| Revenue | 0 | Revenue |
| Description | Higher Education: Fall 2011-5,178, Spring 2012-4,979, Summer 2012-1,834 (Number of Students) | Description |
Activity Other ActivityOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 59633603 | Expense |
| Grants | 59633603 | Grants |
| Revenue | 0 | Revenue |
| Description | Scholarships and Financial Aid | Description |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Other Program Service Exp | 59633603 | TotalOfOtherProgramServiceExp |
| Total Of Other Program Service Grnt | 59633603 | TotalOfOtherProgramServiceGrnt |
| Total Of Other Program Service Rev | 0 | TotalOfOtherProgramServiceRev |
| Total Program Service Expense | 160896161 | TotalProgramServiceExpense |
| Described In501 C3 | 1 | DescribedIn501C3 |
| Schedule B Required | 1 | ScheduleBRequired |
| Political Activities | 0 | PoliticalActivities |
| Lobbying Activities | 0 | LobbyingActivities |
| Subject To Proxy Tax | 0 | SubjectToProxyTax |
| Donor Advised Funds | 0 | DonorAdvisedFunds |
| Conservation Easements | 0 | ConservationEasements |
| Collections Of Art | 0 | CollectionsOfArt |
| Credit Counseling | 0 | CreditCounseling |
| Term Or Permanent Endowments | 1 | TermOrPermanentEndowments |
| Report Land Bldg Equip | 1 | ReportLandBldgEquip |
| Report Invest Oth Securities | 0 | ReportInvestOthSecurities |
| Report Prog Rel Invest | 0 | ReportProgRelInvest |
| Report Other Assets | 0 | ReportOtherAssets |
| Report Other Liabilities | 1 | ReportOtherLiabilities |
| Report Fin48 Footnote | 0 | ReportFin48Footnote |
| Independent Audit Financial Stmt | 1 | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | 0 | ConsolidatedAuditFinancialStmt |
| School | 1 | School |
| Foreign Office | 1 | ForeignOffice |
| Foreign Activities | 1 | ForeignActivities |
| More Than5000 K To Organizations | 0 | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividuals |
| Professional Fundraising | 0 | ProfessionalFundraising |
| Fundraising Activities | 1 | FundraisingActivities |
| Gaming | 0 | Gaming |
| Hospital | 0 | Hospital |
| Grants To Organizations | 0 | GrantsToOrganizations |
| Grants To Individuals | 1 | GrantsToIndividuals |
| Schedule J Required | 1 | ScheduleJRequired |
| Tax Exempt Bonds | 1 | TaxExemptBonds |
| Invest Tax Exempt Bonds | 0 | InvestTaxExemptBonds |
| Escrow Account | 0 | EscrowAccount |
| On Behalf Of Issuer | 0 | OnBehalfOfIssuer |
| Excess Benefit Transaction | 0 | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | 0 | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | 0 | LoanToOfficerOrDQP |
| Grant To Related Person | 0 | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | 0 | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | 1 | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | 0 | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | 1 | DeductibleNonCashContributions |
| Deductible Contributions Of Art | 0 | DeductibleContributionsOfArt |
| Terminated | 0 | Terminated |
| Partial Liquidation | 0 | PartialLiquidation |
| Disregarded Entity | 0 | DisregardedEntity |
| Related Entity | 0 | RelatedEntity |
| Related Org Controlled Entity | 0 | RelatedOrgControlledEntity |
| Transaction Related Entity | 0 | TransactionRelatedEntity |
| Transfers To Exempt Non Chrtbl Org | 0 | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | 0 | ActivitiesConductedPartnership |
| Schedule O Required | 1 | ScheduleORequired |
| Number Forms Transmitted With1096 | 344 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | 1 | ComplianceWithBackupWitholding |
| Number Of Employees | 2988 | NumberOfEmployees |
| Employment Tax Returns Filed | 1 | EmploymentTaxReturnsFiled |
| Unrelated Business Income | 1 | UnrelatedBusinessIncome |
| Form990-T Filed | 1 | Form990-TFiled |
| Foreign Financial Account | 1 | ForeignFinancialAccount |
| Name Of Foreign Country | CJ | NameOfForeignCountry |
| Name Of Foreign Country | EI | NameOfForeignCountry |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTrans |
| Taxable Party Notification | 0 | TaxablePartyNotification |
| Non Deductible Contributions | 0 | NonDeductibleContributions |
| Quid Pro Quo Contributions | 1 | QuidProQuoContributions |
| Quid Pro Quo Disclosure | 1 | QuidProQuoDisclosure |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOf |
| Funds To Pay Premiums | 0 | FundsToPayPremiums |
| Premiums Paid | 0 | PremiumsPaid |
| Form8899 Filed | 1 | Form8899Filed |
| Form1098 C Filed | 1 | Form1098CFiled |
| Indoor Tanning Services | 0 | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 33 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 30 | NumberIndependentVotingMembers |
| Family Or Business Relationship | 0 | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | 0 | DelegationOfManagementDuties |
| Changes To Organizing Docs | 0 | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuse |
| Members Or Stockholders | 1 | MembersOrStockholders |
| Election Of Board Members | 1 | ElectionOfBoardMembers |
| Decisions Subject To Approval | 1 | DecisionsSubjectToApproval |
| Minutes Of Governing Body | 1 | MinutesOfGoverningBody |
| Minutes Of Committees | 1 | MinutesOfCommittees |
| Officer Mailing Address | 0 | OfficerMailingAddress |
| Local Chapters | 0 | LocalChapters |
| Form990 Provided To Governing Body | 1 | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | 1 | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | 1 | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | 1 | RegularMonitoringEnforcement |
| Whistleblower Policy | 1 | WhistleblowerPolicy |
| Document Retention Policy | 1 | DocumentRetentionPolicy |
| Compensation Process CEO | 1 | CompensationProcessCEO |
| Compensation Process Other | 1 | CompensationProcessOther |
| Investment In Joint Venture | 0 | InvestmentInJointVenture |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | Jay Calamia | NamePerson |
| Telephone Number | 5048653946 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6363 St Charles Ave | AddressLine1 |
| City | New Orleans | City |
| State | LA | State |
| ZIP Code | 70118 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (47 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | OfficerOfficer | Key EmployeeKeyEmployee | Highest Compensated EmployeeHighestCompensatedEmployee |
|---|---|---|---|---|---|---|---|---|
| Anne Gauthier | ||||||||
| Board Member | 1 | X | 0 | 0 | 0 | |||
| Gail Jock | ||||||||
| Board Member | 1 | X | 0 | 0 | 0 | |||
| Floyd Malveaux | ||||||||
| Board Member | 1 | X | 0 | 0 | 0 | |||
| Kevin Poorman | ||||||||
| Chair | 1 | X | 0 | 0 | 0 | X | ||
| Carolyn Callahan | ||||||||
| Board Member | 1 | X | 0 | 0 | 0 | |||
| James Bowler | ||||||||
| Board Member | 1 | X | 0 | 0 | 0 | |||
| R Bentley Anderson | ||||||||
| Board Member | 1 | X | 0 | 0 | 0 | |||
| William Blaise Jr | ||||||||
| Board Member | 1 | X | 0 | 0 | 0 | |||
| David Ferris | ||||||||
| Board Member | 1 | X | 0 | 0 | 0 | |||
| Virginia Angelico Tatum | ||||||||
| Board Member | 1 | X | 0 | 0 | 0 | |||
| Joseph Mahoney | ||||||||
| Board Member | 1 | X | 0 | 0 | 0 | |||
| Kevin Quinn | ||||||||
| Board Member | 1 | X | 0 | 0 | 0 | |||
| Dennis Cuneo | ||||||||
| Board Member | 1 | X | 0 | 0 | 0 | |||
| Donald Faust | ||||||||
| Board Member | 1 | X | 0 | 0 | 0 | |||
| Robert Brown | ||||||||
| Board Member | 1 | X | 0 | 0 | 0 | |||
| S Derby Gisclair | ||||||||
| Board Member | 1 | X | 0 | 0 | 0 | |||
| N John Simmons Jr | ||||||||
| Board Member | 1 | X | 0 | 0 | 0 | |||
| Sean O'Keefe | ||||||||
| Board Member | 1 | X | 0 | 0 | 0 | |||
| T Frank Kennedy | ||||||||
| Board Member | 1 | X | 0 | 0 | 0 | |||
| Joseph O'Keefe | ||||||||
| Board Member | 1 | X | 0 | 0 | 0 | |||
| Paul Soukup | ||||||||
| Board Member | 1 | X | 0 | 0 | 0 | |||
| Richard Salmi | ||||||||
| Board Member | 1 | X | 0 | 0 | 0 | |||
| Barry Leblanc | ||||||||
| Board Member | 1 | X | 0 | 0 | 0 | |||
| Stephen Sauer | ||||||||
| Board Member | 1 | X | 0 | 0 | 0 | |||
| Ashley Schaffer | ||||||||
| Board Member | 1 | X | 0 | 0 | 0 | |||
| Gerald Cavanagh | ||||||||
| Board Member | 1 | X | 0 | 0 | 0 | |||
| Robert Leblanc Jr | ||||||||
| Board Member | 1 | X | 0 | 0 | 0 | |||
| Elissa Moran | ||||||||
| Board Member | 1 | X | 0 | 0 | 0 | |||
| Robert Savoie | ||||||||
| Board Member | 1 | X | 0 | 0 | 0 | |||
| John Finan Jr | ||||||||
| Vice Chair | 1 | X | 0 | 0 | 0 | X | ||
| Robert Gerlich | ||||||||
| Secretary | 40 | X | 60932 | 0 | 10968 | X | ||
| Kevin Wildes | ||||||||
| President | 40 | X | 302250 | 0 | 54405 | X | ||
| Peter Rogers | ||||||||
| Vice President | 40 | X | 70894 | 0 | 12761 | X | ||
| John Calamia | ||||||||
| V P for Finance & Administration | 40 | 222022 | 0 | 39964 | X | |||
| Edward Kvet | ||||||||
| Vice President for Academic Affairs | 40 | 283577 | 0 | 51044 | X | |||
| William Locander | ||||||||
| Dean College of Business | 40 | 268712 | 0 | 48368 | X | |||
| Marcia Petty | ||||||||
| Vice President for Student Affairs | 40 | 203220 | 0 | 36400 | X | |||
| Luis Miron | ||||||||
| Dean Social Sciences | 40 | 205656 | 0 | 37018 | X | |||
| Jo Ann Moran | ||||||||
| Dean | 40 | 181080 | 0 | 32594 | X | |||
| Donald Boomgaarden | ||||||||
| Dean of Music & Fine Arts | 40 | 181186 | 0 | 32613 | X | |||
| William Bishop | ||||||||
| VP Instituitional Advancement | 40 | 258393 | 0 | 46511 | X | |||
| Maria Lopez | ||||||||
| Dean of Law School | 40 | 179911 | 0 | 32384 | X | |||
| Kathryn Lorio | ||||||||
| Law Professor | 40 | 250280 | 0 | 45050 | X | |||
| James Klebba | ||||||||
| Law Professor | 40 | 240701 | 0 | 43326 | X | |||
| Dian M Tooley | ||||||||
| Professor | 40 | 277505 | 0 | 49951 | X | |||
| Walter Harris | ||||||||
| Professor | 40 | 213477 | 0 | 38426 | X | |||
| Lydia Voigt | ||||||||
| Senior Vice Provost | 40 | 215291 | 0 | 38752 | X | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 3615087 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 650535 | TotalOtherCompensation |
| Number Individuals GT100 K | 96 | NumberIndividualsGT100K |
| Formers Listed | 0 | FormersListed |
| Total Comp GT150 K | 1 | TotalCompGT150K |
| Compensation From Other Sources | 0 | CompensationFromOtherSources |
Contractor Compensation ContractorCompensation (5 entries)
| Address Line1AddressOfContractor/AddressUS/AddressLine1 | Address Line2AddressOfContractor/AddressUS/AddressLine2 | CityAddressOfContractor/AddressUS/City | StateAddressOfContractor/AddressUS/State | ZIP CodeAddressOfContractor/AddressUS/ZIPCode | Description Of ServicesDescriptionOfServices | CompensationCompensation |
|---|---|---|---|---|---|---|
| Sodexho | ||||||
| 6363 St Charles Ave | Box 243 | New Orleans | LA | 70118 | Food Service | 5857354 |
| Witt Fiala Flannery & Associates | ||||||
| P O Box 958204 | St Louis | MO | 631958204 | Custodial Services | 2251176 | |
| Broadmoor LLC | ||||||
| 2720 North Arnoult Road | Metairie | LA | 70002 | Construction Contractor | 9029472 | |
| Holabird and Root Holly and Smith | ||||||
| 140 South Dearborn | 5th Floor | Chicago | IL | 60603 | Architects | 2101939 |
| Landis Construction Co LLC | ||||||
| 8300 Earhart Blvd | New Orleans | LA | 70118 | Construction Contractor | 1946341 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 46 | NumberOfContractorsGT100K |
| Federated Campaigns | 0 | FederatedCampaigns |
| Membership Dues | 0 | MembershipDues |
| Fundraising Events | 0 | FundraisingEvents |
| Related Organizations | 0 | RelatedOrganizations |
| Government Grants | 3145796 | GovernmentGrants |
| All Other Contributions | 13738483 | AllOtherContributions |
| Noncash Contributions | 38812 | NoncashContributions |
| Total Contributions | 16884279 | TotalContributions |
Program Service Revenue ProgramServiceRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | Related Business Income Activities | Description |
| Business Code | 611310 | BusinessCode |
| Total Revenue Column | 144029697 | TotalRevenueColumn |
| Related Or Exempt Function Income | 144029697 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $0 | ExclusionAmount |
Total Oth Program Service Revenue TotalOthProgramServiceRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $0 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 144029697 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 8792332 | TotalRevenueColumn |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $8,792,332 | ExclusionAmount |
Income From Invest Bond Proceeds IncomeFromInvestBondProceeds
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $0 | ExclusionAmount |
Royalties Revenue RoyaltiesRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $0 | ExclusionAmount |
Gross Rents GrossRents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 35400 | Real |
| Personal | 0 | Personal |
Less Rental Expenses LessRentalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 0 | Real |
| Personal | 0 | Personal |
Rental Income Or Loss RentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 35400 | Real |
| Personal | 0 | Personal |
Net Rental Income Or Loss NetRentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 35400 | TotalRevenueColumn |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $35,400 | ExclusionAmount |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 228732489 | Securities |
| Other | 0 | Other |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 230552418 | Securities |
| Other | 0 | Other |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | -1819929 | Securities |
| Other | 0 | Other |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -1819929 | TotalRevenueColumn |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | -$1,819,929 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Income Fundraising Events | 88512 | GrossIncomeFundraisingEvents |
| Cntrbtns Rprtd Fundraising Events | 0 | CntrbtnsRprtdFundraisingEvents |
| Fundraising Direct Expenses | 43577 | FundraisingDirectExpenses |
Net Income From Fundraising Events NetIncomeFromFundraisingEvents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 44935 | TotalRevenueColumn |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $44,935 | ExclusionAmount |
Other Revenue Misc OtherRevenueMisc (3 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome | Unrelated Business RevenueUnrelatedBusinessRevenue | ExclusionExclusionAmount |
|---|---|---|---|---|---|
| Twomey Print Shop | 561439 | 67415 | 0 | 67415 | $0 |
| Roussell Hall | 532000 | 93139 | 0 | 93139 | $0 |
| Recreational Center | 713940 | 96388 | 0 | 96388 | $0 |
Miscellaneous Revenue MiscellaneousRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $0 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 256942 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 168223656 | TotalRevenueColumn |
| Related Or Exempt Function Income | 144029697 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 256942 | UnrelatedBusinessRevenue |
| Exclusion | $7,052,738 | ExclusionAmount |
Grants To Domestic Orgs GrantsToDomesticOrgs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
| Program Services | 0 | ProgramServices |
Grants To Domestic Individuals GrantsToDomesticIndividuals
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 59633603 | Total |
| Program Services | 59633603 | ProgramServices |
Foreign Grants ForeignGrants
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
| Program Services | 0 | ProgramServices |
Benefits To Members BenefitsToMembers
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
| Program Services | 0 | ProgramServices |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2623486 | Total |
| Program Services | 1635165 | ProgramServices |
| Management And General | 729928 | ManagementAndGeneral |
| Fundraising | 258393 | Fundraising |
Comp Disqual Persons CompDisqualPersons
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
| Program Services | 0 | ProgramServices |
| Management And General | 0 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 60208343 | Total |
| Program Services | 51498658 | ProgramServices |
| Management And General | 5999334 | ManagementAndGeneral |
| Fundraising | 2710351 | Fundraising |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 4233243 | Total |
| Program Services | 3555924 | ProgramServices |
| Management And General | 465657 | ManagementAndGeneral |
| Fundraising | 211662 | Fundraising |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 6535510 | Total |
| Program Services | 5489828 | ProgramServices |
| Management And General | 718906 | ManagementAndGeneral |
| Fundraising | 326776 | Fundraising |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 4151407 | Total |
| Program Services | 3487182 | ProgramServices |
| Management And General | 456655 | ManagementAndGeneral |
| Fundraising | 207570 | Fundraising |
Fees For Services Management FeesForServicesManagement
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
| Program Services | 0 | ProgramServices |
| Management And General | 0 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 60234 | Total |
| Program Services | 8921 | ProgramServices |
| Management And General | 51267 | ManagementAndGeneral |
| Fundraising | 46 | Fundraising |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 81875 | Total |
| Program Services | 0 | ProgramServices |
| Management And General | 81875 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Fees For Services Lobbying FeesForServicesLobbying
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
| Program Services | 0 | ProgramServices |
| Management And General | 0 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
| Fundraising | 0 | Fundraising |
Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
| Program Services | 0 | ProgramServices |
| Management And General | 0 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 5436567 | Total |
| Program Services | 3748003 | ProgramServices |
| Management And General | 1133999 | ManagementAndGeneral |
| Fundraising | 554565 | Fundraising |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1580657 | Total |
| Program Services | 869180 | ProgramServices |
| Management And General | 75263 | ManagementAndGeneral |
| Fundraising | 636214 | Fundraising |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 3133225 | Total |
| Program Services | 2172185 | ProgramServices |
| Management And General | 682471 | ManagementAndGeneral |
| Fundraising | 278569 | Fundraising |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2869414 | Total |
| Program Services | 2769925 | ProgramServices |
| Management And General | 40116 | ManagementAndGeneral |
| Fundraising | 59373 | Fundraising |
Royalties Royalties
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
| Program Services | 0 | ProgramServices |
| Management And General | 0 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 3542907 | Total |
| Program Services | 2976042 | ProgramServices |
| Management And General | 389720 | ManagementAndGeneral |
| Fundraising | 177145 | Fundraising |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 942171 | Total |
| Program Services | 851679 | ProgramServices |
| Management And General | 62973 | ManagementAndGeneral |
| Fundraising | 27519 | Fundraising |
Travel Entrtnmnt Public Officials TravelEntrtnmntPublicOfficials
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
| Program Services | 0 | ProgramServices |
| Management And General | 0 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 4131190 | Total |
| Program Services | 3500443 | ProgramServices |
| Management And General | 271405 | ManagementAndGeneral |
| Fundraising | 359342 | Fundraising |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 7604526 | Total |
| Program Services | 6387802 | ProgramServices |
| Management And General | 836498 | ManagementAndGeneral |
| Fundraising | 380226 | Fundraising |
Payments To Affiliates PaymentsToAffiliates
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
| Program Services | 0 | ProgramServices |
| Management And General | 0 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 5137363 | Total |
| Program Services | 4264011 | ProgramServices |
| Management And General | 616484 | ManagementAndGeneral |
| Fundraising | 256868 | Fundraising |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2891115 | Total |
| Program Services | 2428536 | ProgramServices |
| Management And General | 318023 | ManagementAndGeneral |
| Fundraising | 144556 | Fundraising |
Other Expenses OtherExpenses (4 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral | FundraisingFundraising |
|---|---|---|---|---|
| Books | 2529145 | 2466802 | 6611 | 55732 |
| Educational and Student Programs | 1105837 | 908371 | 167546 | 29920 |
| Equipment, Rental and Maintenance | 2768067 | 1607295 | 990683 | 170089 |
| Miscellaneous | 1785187 | 636606 | 1118589 | 29992 |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 182985072 | Total |
| Program Services | 160896161 | ProgramServices |
| Management And General | 15214003 | ManagementAndGeneral |
| Fundraising | 6874908 | Fundraising |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Joint Costs | X | JointCosts |
Total Joint Costs TotalJointCosts
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
| Program Services | 0 | ProgramServices |
| Management And General | 0 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 6552904 | BOY |
| EOY | 1447972 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 28677416 | BOY |
| EOY | 136140070 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 8425992 | BOY |
| EOY | 10511594 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3679635 | BOY |
| EOY | 4016542 | EOY |
Other Notes Loans Receivable Net OtherNotesLoansReceivableNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3330061 | BOY |
| EOY | 3616520 | EOY |
Inventories For Sale Or Use InventoriesForSaleOrUse
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 466663 | BOY |
| EOY | 479739 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3193706 | BOY |
| EOY | 4021543 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 230640933 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 62138953 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 148195564 | BOY |
| EOY | 168501980 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 262334883 | BOY |
| EOY | 247938614 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 889798 | BOY |
| EOY | 889797 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 465746622 | BOY |
| EOY | 577564371 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 5311826 | BOY |
| EOY | 7476934 | EOY |
Deferred Revenue DeferredRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 4452048 | BOY |
| EOY | 4620142 | EOY |
Tax Exempt Bond Liabilities TaxExemptBondLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 73374890 | BOY |
| EOY | 197668137 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 5971038 | BOY |
| EOY | 7211060 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 89109802 | BOY |
| EOY | 216976273 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 285174400 | BOY |
| EOY | 265783361 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 30404559 | BOY |
| EOY | 32156734 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 61057861 | BOY |
| EOY | 62648003 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 376636820 | BOY |
| EOY | 360588098 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 465746622 | BOY |
| EOY | 577564371 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | -14761416 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | -1287306 | ReconcilationOtherChanges |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | 0 | AccountantCompileOrReview |
| FS Audited | 1 | FSAudited |
| Audit Committee | 1 | AuditCommittee |
| Financial Statement Separate | X | FinancialStatementSeparate |
| Federal Grant Audit Required | 1 | FederalGrantAuditRequired |
| Federal Grant Audit Performed | 1 | FederalGrantAuditPerformed |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| School170b1 Aii | X | School170b1Aii |
Schedule B IRS990ScheduleB
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | RESTRICTED | ContributorNumber |
Contributor Name Business ContributorNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor Address US ContributorAddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Aggregate Contributions | RESTRICTED | AggregateContributions |
Schedule D IRS990ScheduleD
Current Year CurrentYear
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 269563686 | BeginningOfYearBalance |
| Contributions | 3679951 | Contributions |
| Investment Earnings Or Losses | 1542637 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 3463155 | GrantsOrScholarships |
| Other Expenditures | 8843000 | OtherExpenditures |
| Administrative Expenses | 3973954 | AdministrativeExpenses |
| End Of Year Balance | 258506165 | EndOfYearBalance |
Current Year Minus1 Year CurrentYearMinus1Year
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 247660529 | BeginningOfYearBalance |
| Contributions | 5573464 | Contributions |
| Investment Earnings Or Losses | 33230854 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 2775116 | GrantsOrScholarships |
| Other Expenditures | 9493000 | OtherExpenditures |
| Administrative Expenses | 4633045 | AdministrativeExpenses |
| End Of Year Balance | 269563686 | EndOfYearBalance |
Current Year Minus2 Years CurrentYearMinus2Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 234480088 | BeginningOfYearBalance |
| Contributions | 1557020 | Contributions |
| Investment Earnings Or Losses | 28064767 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 1061278 | GrantsOrScholarships |
| Other Expenditures | 10907000 | OtherExpenditures |
| Administrative Expenses | 4473068 | AdministrativeExpenses |
| End Of Year Balance | 247660529 | EndOfYearBalance |
Current Year Minus3 Years CurrentYearMinus3Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 306762822 | BeginningOfYearBalance |
| Contributions | 2601279 | Contributions |
| Investment Earnings Or Losses | -59626028 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 2238342 | GrantsOrScholarships |
| Other Expenditures | 12090000 | OtherExpenditures |
| Administrative Expenses | 929643 | AdministrativeExpenses |
| End Of Year Balance | 234480088 | EndOfYearBalance |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated EOY Balance | 0.65 | BoardDesignatedEOYBalance |
| Permanent Endowment EOY Balance | 0.24 | PermanentEndowmentEOYBalance |
| Term Endowment EOY Balance | 0.11 | TermEndowmentEOYBalance |
| Endowments Held By Unrelated Orgs | 0 | EndowmentsHeldByUnrelatedOrgs |
| Endowments Held By Related Orgs | 0 | EndowmentsHeldByRelatedOrgs |
Land Land
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | 5612359 | InvestmentCostOrOtherBasis |
| Other Cost Or Other Basis | 0 | OtherCostOrOtherBasis |
| Book Value | 5612359 | BookValue |
Buildings Buildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | 193088994 | InvestmentCostOrOtherBasis |
| Other Cost Or Other Basis | 0 | OtherCostOrOtherBasis |
| Depreciation | 53443601 | Depreciation |
| Book Value | 139645393 | BookValue |
Leasehold Improvements LeaseholdImprovements
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | 0 | InvestmentCostOrOtherBasis |
| Other Cost Or Other Basis | 0 | OtherCostOrOtherBasis |
| Depreciation | 0 | Depreciation |
| Book Value | 0 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | 9636905 | InvestmentCostOrOtherBasis |
| Other Cost Or Other Basis | 0 | OtherCostOrOtherBasis |
| Depreciation | 8695352 | Depreciation |
| Book Value | 941553 | BookValue |
Other Land Buildings OtherLandBuildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | 22302675 | InvestmentCostOrOtherBasis |
| Other Cost Or Other Basis | 0 | OtherCostOrOtherBasis |
| Depreciation | 0 | Depreciation |
| Book Value | 22302675 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 168501980 | TotalOfBookValueLandBuildings |
| Federal Income Tax Liability | 0 | FederalIncomeTaxLiability |
Other Liabilities OtherLiabilities (5 entries)
| DescriptionDescription | AmountAmount |
|---|---|
| Refundable Loan Program | $3,874,120 |
| Funds Held for Others | $374,807 |
| Pension Benefits Payable | $1,570,000 |
| Severence Liability | $1,033,919 |
| Annuities Payable | $358,214 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 7211060 | TotalOfAmounts |
| Total Revenue | 168223656 | TotalRevenue |
| Total Expenses | 182985072 | TotalExpenses |
| Excess Or Deficit For Year | -14761416 | ExcessOrDeficitForYear |
| Net Unrealized GL On Investments | -992293 | NetUnrealizedGLOnInvestments |
| Donated Services And Facilities | 0 | DonatedServicesAndFacilities |
| Investment Expenses | 0 | InvestmentExpenses |
| Prior Period Adjustments | 0 | PriorPeriodAdjustments |
| Other | -$295,013 | OtherAmount |
| Total Adjustments | -1287306 | TotalAdjustments |
| Excess Or Deficit Per FS | -16048722 | ExcessOrDeficitPerFS |
| Tot Revenue Etc Audited Fincl Stmt | 115569058 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | -992293 | NetUnrealizedGainsInvestments |
| Donated Srvc And Use Of Facilities | 0 | DonatedSrvcAndUseOfFacilities |
| Recoveries Of Prior Year Grants | 0 | RecoveriesOfPriorYearGrants |
| Other Revenues | 0 | OtherRevenues |
| Revenue Not Rptd F990 | -992293 | RevenueNotRptdF990 |
| Revenue Subtotal | 116561351 | RevenueSubtotal |
| Investment Expenses Not Included | 0 | InvestmentExpensesNotIncluded |
| Other Revenues Not Included | 51662305 | OtherRevenuesNotIncluded |
| Revenue Not Rptd On Fin Stmt | 51662305 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 168223656 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 131322767 | TotExpensesEtcAuditedFinclStmt |
| Donated Services Use Of Facilities | 0 | DonatedServicesUseOfFacilities |
| Prior Year Adjustments | 0 | PriorYearAdjustments |
| Losses Reported | 0 | LossesReported |
| Other Expenses Included | 0 | OtherExpensesIncluded |
| Expenses Not Rptd F990 | 0 | ExpensesNotRptdF990 |
| Expenses Subtotal | 131322767 | ExpensesSubtotal |
| Investment Expenses Not Included2 | 0 | InvestmentExpensesNotIncluded2 |
| Other Expenses Not Included | 51662305 | OtherExpensesNotIncluded |
| Expenses Not Rptd On Fin Stmt | 51662305 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 182985072 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV (4 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| SchD_P05_S00_L04 | Schedule D, Part V, Line 4 | Funds drawn from the endowment funds are used for scholarships, debt service, and general operation expenses. |
| SchD_P11_S00_L08 | Schedule D, Part XI, Line 8 | Gains and losses from diposal of assets and insurance and other settlements |
| SchD_P12_S00_L04b | Schedule D, Part XII, Line 4b | Scholarships |
| SchD_P13_S00_L04b | Schedule D, Part XIII, Line 4b | Scholarships |
Schedule E IRS990ScheduleE
| Field | Value | IRS element (for citing) |
|---|---|---|
| Nondiscriminatory Policy Stmt | 1 | NondiscriminatoryPolicyStmt |
| Policy Statement In Brochures Etc | 1 | PolicyStatementInBrochuresEtc |
| Policy Publ Via Broadcast Media | 1 | PolicyPublViaBroadcastMedia |
| Maint Racial Composition Records | 1 | MaintRacialCompositionRecords |
| Maint Scholarships Records | 1 | MaintScholarshipsRecords |
| Maint Copies Of Brochures Etc | 1 | MaintCopiesOfBrochuresEtc |
| Maint Copies Of All Solicitations | 1 | MaintCopiesOfAllSolicitations |
| Discriminate Race Students Rights | 0 | DiscriminateRaceStudentsRights |
| Discriminate Race Admiss Policies | 0 | DiscriminateRaceAdmissPolicies |
| Discriminate Race Emplmn Faculty | 0 | DiscriminateRaceEmplmnFaculty |
| Discriminate Race Scholarships | 0 | DiscriminateRaceScholarships |
| Discriminate Race Educ Policies | 0 | DiscriminateRaceEducPolicies |
| Discriminate Race Use Of Fclts | 0 | DiscriminateRaceUseOfFclts |
| Discriminate Race Athletic Prog | 0 | DiscriminateRaceAthleticProg |
| Discriminate Race Other Acty | 0 | DiscriminateRaceOtherActy |
| Government Financial Aid Received | 1 | GovernmentFinancialAidReceived |
| Government Financial Aid Revoked | 0 | GovernmentFinancialAidRevoked |
| Compliance With Rev Proc7550 | 1 | ComplianceWithRevProc7550 |
Form990 Schedule E Part II Form990ScheduleEPartII (2 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| 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 PELL and SEOG grants and state need-bases assistance |
Schedule F IRS990ScheduleF
Accts Actvs Out US Table AcctsActvsOutUSTable (6 entries)
| RegionRegion | Number Of OfficesNumberOfOffices | Number Of EmployeesNumberOfEmployees | Type Of Activities ConductedTypeOfActivitiesConducted | Specific Services ProvidedSpecificServicesProvided | Total ExpendituresTotalExpenditures |
|---|---|---|---|---|---|
| Russia and the newly independent States | 1 | 1 | Program Services | Education - Study abroard | 8173 |
| South Asia | 1 | 4 | Program Services | Education-Study abroad | 44883 |
| South America | 1 | 0 | Program Services | Education-Study abroad | 29397 |
| Sub-Saharan Africa | 1 | 1 | Program Services | Education | 2005 |
| Central America and the Caribbean | 2 | 2 | Program Services | Education | 1600 |
| Europe (including Iceland and Greenland) | 9 | 15 | Program Services | Education-Study abroad | 309647 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Number Of Offices | 15 | TotalNumberOfOffices |
| Total Number Of Employees | 23 | TotalNumberOfEmployees |
| Total Amount Spent | 395705 | TotalAmountSpent |
| Transfer To Foreign Corp | 0 | TransferToForeignCorp |
| Interest In Foreign Trust | 0 | InterestInForeignTrust |
| Own Foreign Corp | 0 | OwnForeignCorp |
| Passive Foreign Invest Co | 0 | PassiveForeignInvestCo |
| Foreign Partnership | 0 | ForeignPartnership |
| Boycott Countries | 0 | BoycottCountries |
Schedule G IRS990ScheduleG
Events Information EventsInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Event1 | Athletic Fundraisers | NameOfEvent1 |
| Gross Receipts Event1 | 30707 | GrossReceiptsEvent1 |
| Charitable Contributions Event1 | 0 | CharitableContributionsEvent1 |
| Gross Revenue Event1 | 30707 | GrossRevenueEvent1 |
| Cash Prizes Event1 | 0 | CashPrizesEvent1 |
| Non Cash Prizes Event1 | 0 | NonCashPrizesEvent1 |
| Rent Facility Costs Event1 | 0 | RentFacilityCostsEvent1 |
| Food And Beverage Event1 | 0 | FoodAndBeverageEvent1 |
| Entertainment Event1 | 14638 | EntertainmentEvent1 |
| Other Direct Expenses Event1 | 0 | OtherDirectExpensesEvent1 |
| Name Of Event2 | Law Scholl Fundraisers | NameOfEvent2 |
| Gross Receipts Event2 | 57805 | GrossReceiptsEvent2 |
| Charitable Contributions Event2 | 0 | CharitableContributionsEvent2 |
| Gross Revenue Event2 | 57805 | GrossRevenueEvent2 |
| Cash Prizes Event2 | 0 | CashPrizesEvent2 |
| Non Cash Prizes Event2 | 0 | NonCashPrizesEvent2 |
| Rent Facility Costs Event2 | 0 | RentFacilityCostsEvent2 |
| Food And Beverage Event2 | 0 | FoodAndBeverageEvent2 |
| Entertainment Event2 | 28939 | EntertainmentEvent2 |
| Other Direct Expenses Event2 | 0 | OtherDirectExpensesEvent2 |
| Total Number Of Other Events | 0 | TotalNumberOfOtherEvents |
| Gross Receipts Total | 88512 | GrossReceiptsTotal |
| Charitable Contributions Total | 0 | CharitableContributionsTotal |
| Gross Revenue Total Events | 88512 | GrossRevenueTotalEvents |
| Cash Prizes Total Events | 0 | CashPrizesTotalEvents |
| Non Cash Prizes Total Events | 0 | NonCashPrizesTotalEvents |
| Rent Facility Costs Total Events | 0 | RentFacilityCostsTotalEvents |
| Food And Beverage Total Events | 0 | FoodAndBeverageTotalEvents |
| Entertainment Total Events | 43577 | EntertainmentTotalEvents |
| Other Direct Expenses Total Events | 0 | OtherDirectExpensesTotalEvents |
| Direct Expense Summary Events | 43577 | DirectExpenseSummaryEvents |
| Net Income Summary | 44935 | NetIncomeSummary |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Records Maintained | 1 | RecordsMaintained |
Form990 Schedule I Part III Form990ScheduleIPartIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Type Of Grant | Scholarships and Tuition Remission | TypeOfGrant |
| Number Of Recipients | 3127 | NumberOfRecipients |
| Amount Of Cash Grant | 59633603 | AmountOfCashGrant |
| Amount Of Non Cash Assistance | 0 | AmountOfNonCashAssistance |
| Method Of Valuation | FMV | MethodOfValuation |
Form990 Schedule I Part IV Form990ScheduleIPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | SchI_P01_S00_L02 | Identifier |
| Return Reference | Schedule I, Part I, Line 2 | ReturnReference |
| Explanation | Scholarships and other types of financial assistance are monitored through internal transfer of funds within the university. | Explanation |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Travel For Companions | X | TravelForCompanions |
| Written Policy Re T And E Expenses | 1 | WrittenPolicyReTAndEExpenses |
| Substantiation Required | 1 | SubstantiationRequired |
| Board Or Committee Approval | X | BoardOrCommitteeApproval |
| Severance Payment | 0 | SeverancePayment |
| Supplemental Nonqual Retire Plan | 0 | SupplementalNonqualRetirePlan |
| Equity Based Comp Arrangement | 0 | EquityBasedCompArrangement |
| Comp Based On Revenue Of Filing Org | 0 | CompBasedOnRevenueOfFilingOrg |
| Comp Based On Revenue Related Orgs | 0 | CompBasedOnRevenueRelatedOrgs |
| Comp Based Net Earnings Filing Org | 0 | CompBasedNetEarningsFilingOrg |
| Comp Based Net Earnings Relate Orgs | 0 | CompBasedNetEarningsRelateOrgs |
| Any Non Fixed Payments | 0 | AnyNonFixedPayments |
| Initial Contract Exception | 0 | InitialContractException |
Form990 Schedule J Part II Form990ScheduleJPartII (17 entries)
| Base Compensation Filing OrgBaseCompensationFilingOrg | Comp Based On Related OrgsCompBasedOnRelatedOrgs | Bonus Filing OrgBonusFilingOrg | Bonus Related OrgsBonusRelatedOrgs | Other Compensation Filing OrgOtherCompensationFilingOrg | Other Compensation Related OrgsOtherCompensationRelatedOrgs | Deferred Comp Filing OrgDeferredCompFilingOrg | Deferred Comp Related OrgsDeferredCompRelatedOrgs | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrg | Nontaxable Benefits Related OrgsNontaxableBenefitsRelatedOrgs | Total Compensation Filing OrgTotalCompensationFilingOrg | Total Compensation Related OrgsTotalCompensationRelatedOrgs | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrg | Comp Report Prior990 Related OrgsCompReportPrior990RelatedOrgs |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Robert Gerlich | |||||||||||||
| 60932 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 10968 | 0 | 71900 | 0 | 0 | 0 |
| Kevin Wildes | |||||||||||||
| 302250 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 54405 | 0 | 356655 | 0 | 0 | 0 |
| Peter Rogers | |||||||||||||
| 70894 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 12761 | 0 | 83655 | 0 | 0 | 0 |
| John Calamia | |||||||||||||
| 222022 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 39964 | 0 | 261986 | 0 | 0 | 0 |
| Edward Kvet | |||||||||||||
| 283577 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 51044 | 0 | 334621 | 0 | 0 | 0 |
| William Locander | |||||||||||||
| 268712 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 48368 | 0 | 317080 | 0 | 0 | 0 |
| Marcia Petty | |||||||||||||
| 203220 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 36400 | 0 | 239620 | 0 | 0 | 0 |
| Luis Miron | |||||||||||||
| 205656 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 37018 | 0 | 242674 | 0 | 0 | 0 |
| Jo Ann Moran | |||||||||||||
| 181080 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 32594 | 0 | 213674 | 0 | 0 | 0 |
| Kathryn Lorio | |||||||||||||
| 250280 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 45050 | 0 | 295330 | 0 | 0 | 0 |
| Donald Boomgaarden | |||||||||||||
| 181186 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 32613 | 0 | 213799 | 0 | 0 | 0 |
| William Bishop | |||||||||||||
| 258393 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 46511 | 0 | 304904 | 0 | 0 | |
| James Klebba | |||||||||||||
| 240701 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 43326 | 0 | 284027 | 0 | 0 | 0 |
| Dian M Tooley | |||||||||||||
| 277505 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 49951 | 0 | 327456 | 0 | 0 | 0 |
| Walter Harris | |||||||||||||
| 213477 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 38426 | 0 | 251903 | 0 | 0 | 0 |
| Lydia Voigt | |||||||||||||
| 215291 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 38752 | 0 | 254043 | 0 | 0 | 0 |
| Maria Lopez | |||||||||||||
| 179911 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 32384 | 0 | 212295 | 0 | 0 | 0 |
Form990 Schedule J Part III Form990ScheduleJPartIII (2 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| 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. |
| SchJ_P01_S00_L03 | Schedule J, Part I, Line 3 | 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 salary deliberations. Salary data obtained from the Association of College 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 compensation, the dates 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. |
Schedule K IRS990ScheduleK
Form990 Schedule K Part I Form990ScheduleKPartI (3 entries)
| Issuer EINIssuerEIN | CUSIP NumberCUSIPNumber | Date IssuedDateIssued | Issue PriceIssuePrice | Description Of PurposeDescriptionOfPurpose | DefeasedDefeased | On Behalf Of IssuerOnBehalfOfIssuer | Pool FinancingPoolFinancing |
|---|---|---|---|---|---|---|---|
| Louisiana Public Facilities Authority | |||||||
| 720895871 | 546398MY1 | 2006-07-27 | 44100000 | Construction | 0 | 0 | 0 |
| Louisiana Public Facilities Authority | |||||||
| 720895871 | 546398F37 | 2010-03-24 | 35000000 | Construction | 0 | 0 | 0 |
| Louisiana Public Facilitties Authority | |||||||
| 720895871 | 546398P44 | 2011-10-19 | 125000000 | Construction | 0 | 0 | 0 |
Form990 Schedule K Part II Form990ScheduleKPartII (3 entries)
| Amount RetiredAmountRetired | Amount Bond DefeasedAmountBondDefeased | Total ProceedsTotalProceeds | Amount In Reserve FundAmountInReserveFund | Capitalized InterestCapitalizedInterest | Refunding EscrowRefundingEscrow | Issuance Costs From ProceedsIssuanceCostsFromProceeds | Credit EnhancementCreditEnhancement | Working Capital ExpendituresWorkingCapitalExpenditures | Capital ExpendituresCapitalExpenditures | Other Spent ProceedsOtherSpentProceeds | Amount UnspentAmountUnspent | Year Of Subst CompletionYearOfSubstCompletion | Current RefundingCurrentRefunding | Advance RefundingAdvanceRefunding | Final Allocation MadeFinalAllocationMade | Adequate Books And Recds MaintaindAdequateBooksAndRecdsMaintaind |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 30124927 | 0 | 45996677 | 0 | 0 | 0 | 871750 | 0 | 0 | 15000000 | 0 | 0 | 2006 | 1 | 0 | 1 | 1 |
| 0 | 0 | 36614673 | 0 | 1726633 | 0 | 539723 | 0 | 0 | 34348317 | 0 | 0 | 2011 | 0 | 0 | 1 | 1 |
| 0 | 0 | 128452335 | 0 | 2816584 | 0 | 1269701 | 0 | 0 | 17764715 | 0 | 106601335 | 2015 | 0 | 0 | 0 | 1 |
Form990 Schedule K Part III Form990ScheduleKPartIII (3 entries)
| Owning Bond Financed PropertyOwningBondFinancedProperty | Any Lease ArrangementsAnyLeaseArrangements | Mngment Cntrct Bond Financd PrprtyMngmentCntrctBondFinancdPrprty | Any Research AgreementsAnyResearchAgreements | Prcntge Prvt Business Use By OthersPrcntgePrvtBusinessUseByOthers | Percentage Of Prvt Business Re UBIPercentageOfPrvtBusinessReUBI | Total Private Business UseTotalPrivateBusinessUse | Post Issuance Compliance ProcdrsPostIssuanceComplianceProcdrs |
|---|---|---|---|---|---|---|---|
| 0 | 0 | 0 | 0 | 0 | 0 | 0 | 1 |
| 0 | 0 | 0 | 0 | 0 | 0 | 0 | 1 |
| 0 | 0 | 0 | 0 | 0 | 0 | 0 | 1 |
Form990 Schedule K Part IV Form990ScheduleKPartIV (3 entries)
| Form8038 T FiledForm8038TFiled | Variable Rate IssueVariableRateIssue | Hedge Identified In Books And RecdsHedgeIdentifiedInBooksAndRecds | Gross Proceeds Invested In GICGrossProceedsInvestedInGIC | Gross Proceeds InvestedGrossProceedsInvested | Exception To RebateExceptionToRebate |
|---|---|---|---|---|---|
| 0 | 0 | 0 | 0 | 0 | 0 |
| 0 | 0 | 0 | 0 | 0 | 0 |
| 0 | 0 | 0 | 0 | 0 | 0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fed Tax Requirements Compliance | X | FedTaxRequirementsCompliance |
Schedule L IRS990ScheduleL
Form990 Schedule L Part IV Form990ScheduleLPartIV
Name Of Interested Person NameOfInterestedPerson
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | Katherine Kvet | NamePerson |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Relationship | Spouse of Edward Kvet | Relationship |
| Amount Of Transaction | 450 | AmountOfTransaction |
| Description Of Transaction | Consultant | DescriptionOfTransaction |
| Sharing Of Revenues | 0 | SharingOfRevenues |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTraded
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 7 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 38812 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | Selling Price | MethodOfDeterminingRevenues |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeld |
| Review Process Unusual NC Gifts | 1 | ReviewProcessUnusualNCGifts |
| Third Parties Used | 0 | ThirdPartiesUsed |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (8 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| 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 from 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 times 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 the 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 from 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 times 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 the 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_L19 | Form 990, Part VI, Section C, Line 19 | Form 990 and Form 990T are made available to the public upon request. A copy of each is also on file at the university's library. The annual financial report, 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 Losses (-)992,293 and Non Recurring (-)295,013 |