2013-05-23T15:30:50-07:00 2012-07-31 990 2011-08-01 720408946 LOYOLA UNIVERSITY LOYO 5048653152 6363 St Charles Avenue New Orleans LA 70118 Jay Calamia 5048653144 2013-05-24 2011 2016-02-25 16:41:14Z Jay Calamia 6363 Saint Charles Avenue Box11 New Orleans LA 70118 398819651 0 0928 X www.loyno.edu X 1912 LA Loyola University New Orleans, a Jesuit and Catholic institution of higher education, welcomes students of diverse backgrounds and prepares them to lead meaningful lives with and for others; to pursue truth, wisdom, and virtue; and to work for a more just world. Inspired by Ignatius of Loyola's vision of finding God in all things, the university is grounded in the liberal arts and sciences, while also offering opportunities for professional studies in undergraduate and selected graduate programs. Through teaching, research, creative activities, and service, the faculty, in cooperation with the staff, strives to educate the whole student and to benefit the larger community. 33 30 2988 507 256942 0 25725080 16884279 129453978 144029697 14525292 6972403 300571 337277 170004921 168223656 53103623 59633603 0 0 74014520 77751989 0 0 6874908 38693866 45599480 165812009 182985072 4192912 -14761416 465746622 577564371 89109802 216976273 376636820 360588098 Loyola University New Orleans, a Jesuit and Catholic institution of higher education, welcomes students of diverse backgrounds and prepares them to lead meaningful lives with and for others; to pursue truth, wisdom, and virtue; and to work for a more just world. Inspired by Ignatius of Loyola's vision of finding God in all things, the university is grounded in the liberal arts and sciences, while also offering opportunities for professional studies in undergraduate and selected graduate programs. Through teaching, research, creative activities, and service, the faculty, in cooperation with the staff, strives to educate the whole student and to benefit the larger community. 0 0 6387802 0 0 Higher Education:Interest on Indebtedness(4 bond Issues) for construction of academic buildings and other buildings uses in education of college students 11902781 0 0 Higher Education: Auxilary Enterprises - operation of student center, child care center, parking garages, and residence halls ( 4 enterprises) 82971975 0 0 Higher Education: Fall 2011-5,178, Spring 2012-4,979, Summer 2012-1,834 (Number of Students) 59633603 59633603 0 Scholarships and Financial Aid 59633603 59633603 0 160896161 1 1 0 0 0 0 0 0 0 1 1 0 0 0 1 0 1 0 1 1 1 0 0 0 1 0 0 0 1 1 1 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 1 344 0 1 2988 1 1 1 1 CJ EI 0 0 0 1 1 0 0 0 1 1 0 X 33 30 0 0 0 0 1 1 1 1 1 0 0 1 1 1 1 1 1 1 1 0 X Jay Calamia 5048653946 6363 St Charles Ave New Orleans LA 70118 Anne Gauthier 1 X 0 0 0 Gail Jock 1 X 0 0 0 Floyd Malveaux 1 X 0 0 0 Kevin Poorman 1 X X 0 0 0 Carolyn Callahan 1 X 0 0 0 James Bowler 1 X 0 0 0 R Bentley Anderson 1 X 0 0 0 William Blaise Jr 1 X 0 0 0 David Ferris 1 X 0 0 0 Virginia Angelico Tatum 1 X 0 0 0 Joseph Mahoney 1 X 0 0 0 Kevin Quinn 1 X 0 0 0 Dennis Cuneo 1 X 0 0 0 Donald Faust 1 X 0 0 0 Robert Brown 1 X 0 0 0 S Derby Gisclair 1 X 0 0 0 N John Simmons Jr 1 X 0 0 0 Sean O'Keefe 1 X 0 0 0 T Frank Kennedy 1 X 0 0 0 Joseph O'Keefe 1 X 0 0 0 Paul Soukup 1 X 0 0 0 Richard Salmi 1 X 0 0 0 Barry Leblanc 1 X 0 0 0 Stephen Sauer 1 X 0 0 0 Ashley Schaffer 1 X 0 0 0 Gerald Cavanagh 1 X 0 0 0 Robert Leblanc Jr 1 X 0 0 0 Elissa Moran 1 X 0 0 0 Robert Savoie 1 X 0 0 0 John Finan Jr 1 X X 0 0 0 Robert Gerlich 40 X X 60932 0 10968 Kevin Wildes 40 X X 302250 0 54405 Peter Rogers 40 X X 70894 0 12761 John Calamia 40 X 222022 0 39964 Edward Kvet 40 X 283577 0 51044 William Locander 40 X 268712 0 48368 Marcia Petty 40 X 203220 0 36400 Luis Miron 40 X 205656 0 37018 Jo Ann Moran 40 X 181080 0 32594 Donald Boomgaarden 40 X 181186 0 32613 William Bishop 40 X 258393 0 46511 Maria Lopez 40 X 179911 0 32384 Kathryn Lorio 40 X 250280 0 45050 James Klebba 40 X 240701 0 43326 Dian M Tooley 40 X 277505 0 49951 Walter Harris 40 X 213477 0 38426 Lydia Voigt 40 X 215291 0 38752 3615087 0 650535 96 0 1 0 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 46 0 0 0 0 3145796 13738483 38812 16884279 Related Business Income Activities 611310 144029697 144029697 0 0 0 0 0 0 144029697 8792332 0 0 8792332 0 0 0 0 0 0 0 0 35400 0 0 0 35400 0 35400 0 0 35400 228732489 0 230552418 0 -1819929 0 -1819929 0 0 -1819929 88512 0 43577 44935 0 44935 Twomey Print Shop 561439 67415 0 67415 0 Roussell Hall 532000 93139 0 93139 0 Recreational Center 713940 96388 0 96388 0 0 0 0 0 256942 168223656 144029697 256942 7052738 0 0 59633603 59633603 0 0 0 0 2623486 1635165 729928 258393 0 0 0 0 60208343 51498658 5999334 2710351 4233243 3555924 465657 211662 6535510 5489828 718906 326776 4151407 3487182 456655 207570 0 0 0 0 60234 8921 51267 46 81875 0 81875 0 0 0 0 0 0 0 0 0 0 0 5436567 3748003 1133999 554565 1580657 869180 75263 636214 3133225 2172185 682471 278569 2869414 2769925 40116 59373 0 0 0 0 3542907 2976042 389720 177145 942171 851679 62973 27519 0 0 0 0 4131190 3500443 271405 359342 7604526 6387802 836498 380226 0 0 0 0 5137363 4264011 616484 256868 2891115 2428536 318023 144556 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 182985072 160896161 15214003 6874908 X 0 0 0 0 6552904 1447972 28677416 136140070 8425992 10511594 3679635 4016542 3330061 3616520 466663 479739 3193706 4021543 230640933 62138953 148195564 168501980 262334883 247938614 889798 889797 465746622 577564371 5311826 7476934 4452048 4620142 73374890 197668137 5971038 7211060 89109802 216976273 X 285174400 265783361 30404559 32156734 61057861 62648003 376636820 360588098 465746622 577564371 X -14761416 -1287306 X 0 1 1 X 1 1 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 269563686 3679951 1542637 3463155 8843000 3973954 258506165 247660529 5573464 33230854 2775116 9493000 4633045 269563686 234480088 1557020 28064767 1061278 10907000 4473068 247660529 306762822 2601279 -59626028 2238342 12090000 929643 234480088 0.65 0.24 0.11 0 0 5612359 0 5612359 193088994 0 53443601 139645393 0 0 0 0 9636905 0 8695352 941553 22302675 0 0 22302675 168501980 0 Refundable Loan Program 3874120 Funds Held for Others 374807 Pension Benefits Payable 1570000 Severence Liability 1033919 Annuities Payable 358214 7211060 168223656 182985072 -14761416 -992293 0 0 0 -295013 -1287306 -16048722 115569058 -992293 0 0 0 -992293 116561351 0 51662305 51662305 168223656 131322767 0 0 0 0 0 131322767 0 51662305 51662305 182985072 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 1 1 1 1 1 1 1 0 0 0 0 0 0 0 0 1 0 1 SchE_P01_S00_L03 Schedule E, Part I, Line 3 It is publicized in university bulletins, the university website, and all university admission brochures. SchE_P01_S00_L06 Schedule E, Part I, Line 6 Students that qualify receive PELL and SEOG grants and state need-bases assistance 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 15 23 395705 0 0 0 0 0 0 Athletic Fundraisers 30707 0 30707 0 0 0 0 14638 0 Law Scholl Fundraisers 57805 0 57805 0 0 0 0 28939 0 0 88512 0 88512 0 0 0 0 43577 0 43577 44935 1 Scholarships and Tuition Remission 3127 59633603 0 FMV SchI_P01_S00_L02 Schedule I, Part I, Line 2 Scholarships and other types of financial assistance are monitored through internal transfer of funds within the university. X 1 1 X 0 0 0 0 0 0 0 0 0 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 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. 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 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 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 X Katherine Kvet Spouse of Edward Kvet 450 Consultant 0 X 7 38812 Selling Price 0 1 0 F990_P06_S0A_L06 Form 990, Part VI, Section A, Line 6 All members in good standing of the Society of Jesus who are members of the Jesuit Community of Loyola University New Orleans and who hold full-time or part-time positions at Loyola University New Orleans and who have held such positions for one (1) academic year shall be eligible for membership in the Corporation. Membership in the Corporation shall consist of not fewer than ten (10) nor more than twenty-five (25) persons who fulfill the aforementioned qualifications. The sole rights and duties of members shall be (a) to elect annually such members of the Board of Trustees; (b) to receive annually a report 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