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LOYOLA UNIVERSITY OF CHICAGO: Form 990, tax year 2011

View the entire original 990 at ProPublica ↗

Organization
LOYOLA UNIVERSITY OF CHICAGO (EIN 36-1408475)
Tax period
2011-07-01 to 2012-06-30
Filed
2013-05-13
IRS object ID
201311339349303391
Schema version
2011v1.5
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)
Timestamp2013-05-13T14:25:34-05:00Timestamp
Tax Period End Date2012-06-30TaxPeriodEndDate

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 2600AddressLine1
CityINDIANAPOLISCity
StateINState
ZIP Code46204ZIPCode
FieldValueIRS element (for citing)
Return Type990ReturnType
Tax Period Begin Date2011-07-01TaxPeriodBeginDate

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
CityChicagoCity
StateILState
ZIP Code606112147ZIPCode

Officer Officer

FieldValueIRS element (for citing)
NameWILLIAM G LAIRDName
TitleSR. VP OF FINANCE AND CFOTitle
Date Signed2013-05-13DateSigned

Preparer Preparer

FieldValueIRS element (for citing)
Phone3176817000Phone
FieldValueIRS element (for citing)
Tax Year2011TaxYear
Build TS2016-02-25 16:41:14ZBuildTS

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 Receipts922626872GrossReceipts
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 Body45NbrVotingMembersGoverningBody
Nbr Independent Voting Members45NbrIndependentVotingMembers
Total Nbr Employees7748TotalNbrEmployees
Total Nbr Volunteers203TotalNbrVolunteers
Total Gross UBI368283TotalGrossUBI
Contributions Grants Prior Year91240626ContributionsGrantsPriorYear
Contributions Grants Current Year114127573ContributionsGrantsCurrentYear
Program Service Revenue Prior Year487897862ProgramServiceRevenuePriorYear
Program Service Revenue CY530904928ProgramServiceRevenueCY
Investment Income Prior Year22690241InvestmentIncomePriorYear
Investment Income Current Year25257308InvestmentIncomeCurrentYear
Other Revenue Prior Year4036462OtherRevenuePriorYear
Other Revenue Current Year6562999OtherRevenueCurrentYear
Total Revenue Prior Year605865191TotalRevenuePriorYear
Total Revenue Current Year676852808TotalRevenueCurrentYear
Grants And Similar Amnts Prior Year126636507GrantsAndSimilarAmntsPriorYear
Grants And Similar Amnts CY135059420GrantsAndSimilarAmntsCY
Benefits Paid To Members Prior Year0BenefitsPaidToMembersPriorYear
Benefits Paid To Members CY0BenefitsPaidToMembersCY
Salaries Etc Prior Year252471904SalariesEtcPriorYear
Salaries Etc Current Year268145146SalariesEtcCurrentYear
Total Prof Fundrsng Exp Prior Year30797TotalProfFundrsngExpPriorYear
Total Prof Fundrsng Exp CY45597TotalProfFundrsngExpCY
Total Fundrsng Exp Current Year10870227TotalFundrsngExpCurrentYear
Other Expense Prior Year156870471OtherExpensePriorYear
Other Expenses Current Year168936233OtherExpensesCurrentYear
Total Expenses Prior Year536009679TotalExpensesPriorYear
Total Expenses Current Year572186396TotalExpensesCurrentYear
Revenues Less Expenses Prior Year69855512RevenuesLessExpensesPriorYear
Revenues Less Expenses CY104666412RevenuesLessExpensesCY
Total Assets BOY1558027159TotalAssetsBOY
Total Assets EOY1974949340TotalAssetsEOY
Total Liabilities BOY463157603TotalLiabilitiesBOY
Total Liabilities EOY805118616TotalLiabilitiesEOY
Net Assets Or Fund Balances BOY1094869556NetAssetsOrFundBalancesBOY
Net Assets Or Fund Balances EOY1169830724NetAssetsOrFundBalancesEOY
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, JUSTTICE, AND FAITH.MissionDescription
Significant New Program ServicesfalseSignificantNewProgramServices
Significant ChangefalseSignificantChange
Expense421515553Expense
Grants130000321Grants
Revenue484295832Revenue
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)
Expense44107000Expense
Grants4147681Grants
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)
Expense46498000Expense
Grants925929Grants
Revenue50555461Revenue
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 Expense512120553TotalProgramServiceExpense
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
GamingfalseGaming
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 PersonfalseGrantToRelatedPerson
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
Number Forms Transmitted With109618365NumberFormsTransmittedWith1096
Number W2 G Included0NumberW2GIncluded
Compliance With Backup WitholdingtrueComplianceWithBackupWitholding
Number Of Employees7748NumberOfEmployees
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
Indoor Tanning ServicesfalseIndoorTanningServices
Info In Schedule O Part VIXInfoInScheduleOPartVI
Nbr Voting Governing Body Members45NbrVotingGoverningBodyMembers
Number Independent Voting Members45NumberIndependentVotingMembers
Family Or Business RelationshipfalseFamilyOrBusinessRelationship
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

Form990 Part VII Section A Form990PartVIISectionA (70 entries)

TitleTitleAverage Hours Per WeekAverageHoursPerWeekIndividual Trustee Or DirectorIndividualTrusteeOrDirectorReportable Comp From OrganizationReportableCompFromOrganizationReportable Comp From Related OrgsReportableCompFromRelatedOrgsOther CompensationOtherCompensationOfficerOfficerKey EmployeeKeyEmployeeHighest Compensated EmployeeHighestCompensatedEmployeeFormerFormer
Patrick Arbor
Trustee1.0X000
Bernard J Beazley
Trustee1.0X000
James P Bouchard
Trustee1.0X000
William A Brandt Jr
Trustee1.0X000
Michael J Carbon MD
Trustee1.0X000
Anthony L Chirchirillo
Trustee1.0X000
Rosemary Croghan
Trustee1.0X000
John F Cuneo Jr
Trustee1.0X000
Ronald E Daly
Trustee1.0X000
Charles W Denny
Trustee1.0X000
Christopher J Devron SJ
Trustee1.0X000
Mary Judith Duchossois
Trustee1.0X000
Paul J Fitzgerald SJ
Trustee1.0X000
Michael J Garanzini SJ
President & CEO, Trustee40.0X000X
Michael J Graham SJ
Trustee1.0X000
William J Hank
Vice Chair, Trustee1.0X000X
John J Hartman
Trustee1.0X000
Marvin Herman
Trustee1.0X000
Christina M Johnson-Wolff
Trustee1.0X000
Patrick J Kelly
Trustee1.0X000
Richard J Klarchek
Trustee1.0X000
William C Kunkler III
Trustee1.0X000
Patrick C Lynch
Trustee1.0X000
Shirley R Madigan
Trustee1.0X000
Barry C McCabe
Trustee1.0X000
Patrick McGrath SJ
Trustee1.0X000
Carlos Montoya
Trustee1.0X000
Ruthellyn Musil
Trustee1.0X000
Terry E Newman
Trustee1.0X000
Allan J Norville
Trustee1.0X000
Robert L Parkinson Jr
Trustee1.0X000
Joseph A Power Jr
Trustee1.0X000
Michael R Quinlan
Chairman, Trustee1.0X000X
John E Rooney
Trustee1.0X000
Judith A Scully
Trustee1.0X000
Michael D Searle
Trustee1.0X000
Smita N Shah
Trustee1.0X000
Susan S Sher
Trustee1.0X000
Raymond F Simon
Trustee1.0X000
George Andrews Smith
Trustee1.0X000
Joan E Steel
Trustee1.0X000
Joseph Swedish
Trustee1.0X000
Jackie Taylor Holsten
Trustee1.0X000
Mary Tolan
Trustee1.0X000
Edward Wanandi
Trustee1.0X000
Kevin W Wildes SJ
Trustee1.0X000
Mary Ann Zollmann BVM
Trustee1.0X000
Pamela G Costas
Asst. Sec. & Dep. Gen. Counsel40.0198459023474X
Richard L Gamelli MD
Sr VP & Provost Health Science36.0563630045663X
Philip D Hale
VP for Governemt Affairs40.0167419025922X
Jonathan R Heintzelman
Sr. VP for Advancement40.0266775039777X
Emilio Iodice
VP, Director John Felice Rome40.0323897016935X
Eric C Jones
Treasurer & Chief Invest. Off.40.0158711039195X
Robert D Kelly
VP for Student Development40.0218276031179X
Thomas M Kelly
Sr. VP for Admin. SVCS & CHRO40.0220025036298X
William G Laird
Sr. VP for Finance & CFO40.0300400042583X
Wayne Magdziarz
Sr. VP for Capital Planning40.0251523029990X
Susan Malisch
VP & Chief Information Officer40.0241677031984X
Ellen Kane Munro
Sr. VP, General Counsel & Sec.40.0251862040730X
John P Pelissero PHD
Provost for Lakeside Campuses40.0294758044453X
Kelly Shannon
VP for Univ. Marketing & comm.40.0183449040487X
Francis Fennell Jr
Dean,College of Arts & Science40.0205480034782X
Abolhassan Jalilvand
Dean, School of Business40.0235121044197X
Linda Brubaker MD
Dean Stritch School of Med.40.0307654033724X
Pieter DeTombe
Cell & Molecular Physiology40.0307640061368X
Tarun Patel
Molecular Pharmacology40.0319618035388X
James Whitesell
Head Basketball Coach40.0353105012125X
David Yellen
Dean, School of Law40.0391183088695X
John Frendreis Former Prov
Prof Political Science40.0181173042710X
Philip R Kosiba
Former VP for Facilities40.0124402017286X
FieldValueIRS element (for citing)
Total Reportable Comp From Org6066237TotalReportableCompFromOrg
Total Reportable Comp Frm Rltd Orgs0TotalReportableCompFrmRltdOrgs
Total Other Compensation858945TotalOtherCompensation
Number Individuals GT100 K492NumberIndividualsGT100K
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
Baranski Hammer Moretta Sheehy
1101 SOUTH BENCH STREETGALENAIL61036Architect/Planning2698389
Jones Day
77 WEST WACKER DRIVECHICAGOIL60601LEGAL SERVICES1061764
SMITHGROUP JJR LLC
500 GRISWOLD SUITE 1700DETROITMI48226ARCHITECT/PLANNING743676
WEISERMAZARS LLP
60 GROSSWAYS PARK DR WEST SUITE 3WOODBURYNY11797AUDIT/CONSULTANT653493
ROYALL COMPANY
1920 EAST PARHAM ROADRICHMONDVA232282206ENROLLMENT MNGMT SVC566572
FieldValueIRS element (for citing)
Number Of Contractors GT100 K20NumberOfContractorsGT100K
Fundraising Events760761FundraisingEvents
Related Organizations230503RelatedOrganizations
Government Grants44164862GovernmentGrants
All Other Contributions68971447AllOtherContributions
Noncash Contributions3315957NoncashContributions
Total Contributions114127573TotalContributions

Program Service Revenue ProgramServiceRevenue (4 entries)

DescriptionDescriptionBusiness CodeBusinessCodeTotal Revenue ColumnTotalRevenueColumnRelated Or Exempt Function IncomeRelatedOrExemptFunctionIncome
Tuition & fees611710449903806449903806
Auxiliary6117105055920950559209
ACADEMIC SUPPORT - TRINITY HEALTH6117102277252822772528
OTHER EDUCATION AND GENERAL61171076693857669385
FieldValueIRS element (for citing)
Total Program Service Revenue530904928TotalProgramServiceRevenue

Investment Income InvestmentIncome

FieldValueIRS element (for citing)
Total Revenue Column10334513TotalRevenueColumn
Unrelated Business Revenue85122UnrelatedBusinessRevenue
Exclusion$10,249,391ExclusionAmount

Income From Invest Bond Proceeds IncomeFromInvestBondProceeds

FieldValueIRS element (for citing)
Total Revenue Column151TotalRevenueColumn
Related Or Exempt Function Income151RelatedOrExemptFunctionIncome

Royalties Revenue RoyaltiesRevenue

FieldValueIRS element (for citing)
Total Revenue Column3550982TotalRevenueColumn
Related Or Exempt Function Income3550982RelatedOrExemptFunctionIncome

Gross Rents GrossRents

FieldValueIRS element (for citing)
Real7760358Real

Less Rental Expenses LessRentalExpenses

FieldValueIRS element (for citing)
Real4945987Real

Rental Income Or Loss RentalIncomeOrLoss

FieldValueIRS element (for citing)
Real2814371Real

Net Rental Income Or Loss NetRentalIncomeOrLoss

FieldValueIRS element (for citing)
Total Revenue Column2814371TotalRevenueColumn
Exclusion$2,814,371ExclusionAmount

Gross Amount Sales Assets GrossAmountSalesAssets

FieldValueIRS element (for citing)
Securities255057000Securities

Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses

FieldValueIRS element (for citing)
Securities240134356Securities

Gain Or Loss GainOrLoss

FieldValueIRS element (for citing)
Securities14922644Securities

Net Gain Or Loss Investments NetGainOrLossInvestments

FieldValueIRS element (for citing)
Total Revenue Column14922644TotalRevenueColumn
Exclusion$14,922,644ExclusionAmount
FieldValueIRS element (for citing)
Gross Income Fundraising Events209225GrossIncomeFundraisingEvents
Fundraising Direct Expenses693721FundraisingDirectExpenses

Net Income From Fundraising Events NetIncomeFromFundraisingEvents

FieldValueIRS element (for citing)
Total Revenue Column-484496TotalRevenueColumn
Exclusion-$484,496ExclusionAmount

Net Income From Gaming NetIncomeFromGaming

FieldValueIRS element (for citing)
Total Revenue Column0TotalRevenueColumn

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 Loans611710398981398981
CONFERENCE SERVICES532000-114461-114461
FITNESS CENTER713940397622397622
FieldValueIRS element (for citing)
Total Other Revenue682142TotalOtherRevenue

Total Revenue TotalRevenue

FieldValueIRS element (for citing)
Total Revenue Column676852808TotalRevenueColumn
Related Or Exempt Function Income534855042RelatedOrExemptFunctionIncome
Unrelated Business Revenue368283UnrelatedBusinessRevenue
Exclusion$27,501,910ExclusionAmount

Grants To Domestic Orgs GrantsToDomesticOrgs

FieldValueIRS element (for citing)
Total3503048Total
Program Services3503048ProgramServices

Grants To Domestic Individuals GrantsToDomesticIndividuals

FieldValueIRS element (for citing)
Total130188628Total
Program Services130188628ProgramServices

Foreign Grants ForeignGrants

FieldValueIRS element (for citing)
Total1367744Total
Program Services1367744ProgramServices

Benefits To Members BenefitsToMembers

FieldValueIRS element (for citing)
Total0Total

Comp Current Officers Directors CompCurrentOfficersDirectors

FieldValueIRS element (for citing)
Total4649108Total
Program Services1768156ProgramServices
Management And General2508565ManagementAndGeneral
Fundraising372387Fundraising

Comp Disqual Persons CompDisqualPersons

FieldValueIRS element (for citing)
Total64768Total
Program Services64768ProgramServices

Other Salaries And Wages OtherSalariesAndWages

FieldValueIRS element (for citing)
Total206404930Total
Program Services181026682ProgramServices
Management And General19777607ManagementAndGeneral
Fundraising5600641Fundraising

Pension Plan Contributions PensionPlanContributions

FieldValueIRS element (for citing)
Total17903777Total
Program Services15233561ProgramServices
Management And General2081781ManagementAndGeneral
Fundraising588435Fundraising

Other Employee Benefits OtherEmployeeBenefits

FieldValueIRS element (for citing)
Total24903139Total
Program Services21409513ProgramServices
Management And General2721339ManagementAndGeneral
Fundraising772287Fundraising

Payroll Taxes PayrollTaxes

FieldValueIRS element (for citing)
Total14219424Total
Program Services12795387ProgramServices
Management And General1186297ManagementAndGeneral
Fundraising237740Fundraising

Fees For Services Management FeesForServicesManagement

FieldValueIRS element (for citing)
Total0Total

Fees For Services Legal FeesForServicesLegal

FieldValueIRS element (for citing)
Total903441Total
Program Services89564ProgramServices
Management And General813877ManagementAndGeneral

Fees For Services Accounting FeesForServicesAccounting

FieldValueIRS element (for citing)
Total629915Total
Management And General629915ManagementAndGeneral

Fees For Services Lobbying FeesForServicesLobbying

FieldValueIRS element (for citing)
Total0Total

Fees For Services Prof Fundraising FeesForServicesProfFundraising

FieldValueIRS element (for citing)
Total45597Total
Fundraising45597Fundraising

Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees

FieldValueIRS element (for citing)
Total1735048Total
Management And General1735048ManagementAndGeneral

Fees For Services Other FeesForServicesOther

FieldValueIRS element (for citing)
Total22107067Total
Program Services19005804ProgramServices
Management And General2805500ManagementAndGeneral
Fundraising295763Fundraising

Advertising Advertising

FieldValueIRS element (for citing)
Total3274826Total
Program Services1728886ProgramServices
Management And General1282848ManagementAndGeneral
Fundraising263092Fundraising

Office Expenses OfficeExpenses

FieldValueIRS element (for citing)
Total25921895Total
Program Services23622386ProgramServices
Management And General1535488ManagementAndGeneral
Fundraising764021Fundraising

Information Technology InformationTechnology

FieldValueIRS element (for citing)
Total9792474Total
Program Services5529792ProgramServices
Management And General4081511ManagementAndGeneral
Fundraising181171Fundraising

Royalties Royalties

FieldValueIRS element (for citing)
Total31370Total
Program Services31370ProgramServices

Occupancy Occupancy

FieldValueIRS element (for citing)
Total14981811Total
Program Services13814256ProgramServices
Management And General1005888ManagementAndGeneral
Fundraising161667Fundraising

Travel Travel

FieldValueIRS element (for citing)
Total739193Total
Program Services522230ProgramServices
Management And General24963ManagementAndGeneral
Fundraising192000Fundraising

Travel Entrtnmnt Public Officials TravelEntrtnmntPublicOfficials

FieldValueIRS element (for citing)
Total0Total

Conferences Meetings ConferencesMeetings

FieldValueIRS element (for citing)
Total8221213Total
Program Services7732924ProgramServices
Management And General301302ManagementAndGeneral
Fundraising186987Fundraising

Interest Interest

FieldValueIRS element (for citing)
Total10721545Total
Program Services8665425ProgramServices
Management And General1863216ManagementAndGeneral
Fundraising192904Fundraising

Payments To Affiliates PaymentsToAffiliates

FieldValueIRS element (for citing)
Total0Total

Depreciation Depletion DepreciationDepletion

FieldValueIRS element (for citing)
Total38531395Total
Program Services35135447ProgramServices
Management And General3017442ManagementAndGeneral
Fundraising378506Fundraising

Insurance Insurance

FieldValueIRS element (for citing)
Total1318039Total
Program Services818146ProgramServices
Management And General430596ManagementAndGeneral
Fundraising69297Fundraising

Other Expenses OtherExpenses (4 entries)

DescriptionDescriptionTotalTotalProgram ServicesProgramServicesManagement And GeneralManagementAndGeneralFundraisingFundraising
Institutional Support82837157337096486014460605
Operations and maintenance6022740565156832501646156
Auxiliary76461707589015512065949
Sponsored Research3021975281909517680926071

All Other Expenses AllOtherExpenses

FieldValueIRS element (for citing)
Total5052401Total
Program Services4670062ProgramServices
Management And General353388ManagementAndGeneral
Fundraising28951Fundraising

Total Functional Expenses TotalFunctionalExpenses

FieldValueIRS element (for citing)
Total572186396Total
Program Services512120553ProgramServices
Management And General49195616ManagementAndGeneral
Fundraising10870227Fundraising

Cash Non Interest Bearing CashNonInterestBearing

FieldValueIRS element (for citing)
BOY23025BOY
EOY20331EOY

Savings And Temp Cash Investments SavingsAndTempCashInvestments

FieldValueIRS element (for citing)
BOY80331370BOY
EOY345786252EOY

Pledges And Grants Receivable PledgesAndGrantsReceivable

FieldValueIRS element (for citing)
BOY15405246BOY
EOY51697512EOY

Accounts Receivable AccountsReceivable

FieldValueIRS element (for citing)
BOY22779750BOY
EOY21491829EOY

Receivables From Officers Etc ReceivablesFromOfficersEtc

FieldValueIRS element (for citing)
BOY106353BOY
EOY108892EOY

Receivables From Disqual Persons ReceivablesFromDisqualPersons

FieldValueIRS element (for citing)
BOY0BOY
EOY0EOY

Other Notes Loans Receivable Net OtherNotesLoansReceivableNet

FieldValueIRS element (for citing)
BOY21983447BOY
EOY21854118EOY

Inventories For Sale Or Use InventoriesForSaleOrUse

FieldValueIRS element (for citing)
BOY0BOY
EOY15710EOY

Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges

FieldValueIRS element (for citing)
BOY6084382BOY
EOY10149865EOY
FieldValueIRS element (for citing)
Land Buildings Equipment Basis1306934680LandBuildingsEquipmentBasis
Land Bldg Equipment Accum Deprec394496329LandBldgEquipmentAccumDeprec

Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet

FieldValueIRS element (for citing)
BOY787828089BOY
EOY912438351EOY

Investments Pub Traded Securities InvestmentsPubTradedSecurities

FieldValueIRS element (for citing)
BOY313124566BOY
EOY255711987EOY

Investments Other Securities InvestmentsOtherSecurities

FieldValueIRS element (for citing)
BOY87179215BOY
EOY213333884EOY

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)
BOY223181716BOY
EOY142340609EOY

Total Assets TotalAssets

FieldValueIRS element (for citing)
BOY1558027159BOY
EOY1974949340EOY

Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses

FieldValueIRS element (for citing)
BOY64387200BOY
EOY87663957EOY

Grants Payable GrantsPayable

FieldValueIRS element (for citing)
BOY0BOY
EOY0EOY

Deferred Revenue DeferredRevenue

FieldValueIRS element (for citing)
BOY52047566BOY
EOY49503744EOY

Tax Exempt Bond Liabilities TaxExemptBondLiabilities

FieldValueIRS element (for citing)
BOY159948568BOY
EOY206152159EOY

Escrow Account Liability EscrowAccountLiability

FieldValueIRS element (for citing)
BOY1078677BOY
EOY1222312EOY

Loans From Officers Directors LoansFromOfficersDirectors

FieldValueIRS element (for citing)
BOY0BOY
EOY0EOY

Mort Notes Pybl Secured Invest Prop MortNotesPyblSecuredInvestProp

FieldValueIRS element (for citing)
BOY14245928BOY
EOY12222748EOY

Unsecured Notes Loans Payable UnsecuredNotesLoansPayable

FieldValueIRS element (for citing)
BOY111710772BOY
EOY375489618EOY

Other Liabilities OtherLiabilities

FieldValueIRS element (for citing)
BOY59738892BOY
EOY72864078EOY

Total Liabilities TotalLiabilities

FieldValueIRS element (for citing)
BOY463157603BOY
EOY805118616EOY
FieldValueIRS element (for citing)
Follow SFAS117XFollowSFAS117

Unrestricted Net Assets UnrestrictedNetAssets

FieldValueIRS element (for citing)
BOY823952782BOY
EOY863339592EOY

Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets

FieldValueIRS element (for citing)
BOY139289841BOY
EOY167558497EOY

Permanently Restricted Net Assets PermanentlyRestrictedNetAssets

FieldValueIRS element (for citing)
BOY131626933BOY
EOY138932635EOY

Total Net Assets Fund Balances TotalNetAssetsFundBalances

FieldValueIRS element (for citing)
BOY1094869556BOY
EOY1169830724EOY

Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances

FieldValueIRS element (for citing)
BOY1558027159BOY
EOY1974949340EOY
FieldValueIRS element (for citing)
Info In Schedule O Part XIXInfoInScheduleOPartXI
Reconcilation Revenue Expenses104666412ReconcilationRevenueExpenses
Reconcilation Other Changes-29705244ReconcilationOtherChanges
Method Of Accounting AccrualXMethodOfAccountingAccrual
Accountant Compile Or ReviewfalseAccountantCompileOrReview
FS AuditedtrueFSAudited
Audit CommitteetrueAuditCommittee
Financial Statement ConsolidatedXFinancialStatementConsolidated
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
VolunteerstrueVolunteers
Paid Staff Or ManagementtruePaidStaffOrManagement
Media AdvertisementsfalseMediaAdvertisements
Mailings MembersfalseMailingsMembers
Publications Or BroadcastfalsePublicationsOrBroadcast
Grants Other OrganizationsfalseGrantsOtherOrganizations
Direct Contact LegislatorstrueDirectContactLegislators
Direct Contact Legislators$222,754DirectContactLegislatorsAmount
Rallies DemonstrationsfalseRalliesDemonstrations
Other ActivitiesfalseOtherActivities
Total Lobbying Expenditures IIB222754TotalLobbyingExpendituresIIB
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 2012, 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. Loyola students have volunteered their time and traveled to Springfield, IL and Washington D.C. to advocate for financial aid.Explanation

Schedule D IRS990ScheduleD

FieldValueIRS element (for citing)
Historic StructureXHistoricStructure
Total Number Of Easements4TotalNumberOfEasements
Total Acreage0.00TotalAcreage
Nmbr Hist Struct Easements4NmbrHistStructEasements
Nmbr Hist Struct Easements After0NmbrHistStructEasementsAfter
Nmbr Easements Modified0NmbrEasementsModified
Nmbr States In Which Easements Held1NmbrStatesInWhichEasementsHeld
Written Policy MonitoringfalseWrittenPolicyMonitoring
Staff Hours Spent On Enforcement10.00StaffHoursSpentOnEnforcement
Expenses Incurred For Enforcement824ExpensesIncurredForEnforcement

Art Public Exhibition Amts ArtPublicExhibitionAmts

FieldValueIRS element (for citing)
Revenues Included2064760RevenuesIncluded
Assets In Part X15852069AssetsInPartX
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 Balance388739191BeginningOfYearBalance
Contributions22744405Contributions
Investment Earnings Or Losses6533445InvestmentEarningsOrLosses
Grants Or Scholarships2950842GrantsOrScholarships
Other Expenditures7436295OtherExpenditures
Administrative Expenses1675168AdministrativeExpenses
End Of Year Balance405954736EndOfYearBalance

Current Year Minus1 Year CurrentYearMinus1Year

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 Minus2 Years CurrentYearMinus2Years

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 Minus3 Years CurrentYearMinus3Years

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 Balance0.48000BoardDesignatedEOYBalance
Permanent Endowment EOY Balance0.21000PermanentEndowmentEOYBalance
Term Endowment EOY Balance0.31000TermEndowmentEOYBalance
Endowments Held By Unrelated OrgsfalseEndowmentsHeldByUnrelatedOrgs
Endowments Held By Related OrgsfalseEndowmentsHeldByRelatedOrgs

Land Land

FieldValueIRS element (for citing)
Investment Cost Or Other Basis48463564InvestmentCostOrOtherBasis
Other Cost Or Other Basis137922723OtherCostOrOtherBasis
Book Value186386287BookValue

Buildings Buildings

FieldValueIRS element (for citing)
Investment Cost Or Other Basis36747155InvestmentCostOrOtherBasis
Other Cost Or Other Basis787458415OtherCostOrOtherBasis
Depreciation305790756Depreciation
Book Value518414814BookValue

Leasehold Improvements LeaseholdImprovements

FieldValueIRS element (for citing)
Investment Cost Or Other Basis766949InvestmentCostOrOtherBasis
Other Cost Or Other Basis40306665OtherCostOrOtherBasis
Depreciation22064772Depreciation
Book Value19008842BookValue

Equipment Equipment

FieldValueIRS element (for citing)
Other Cost Or Other Basis95478661OtherCostOrOtherBasis
Depreciation50286644Depreciation
Book Value45192017BookValue

Other Land Buildings OtherLandBuildings

FieldValueIRS element (for citing)
Other Cost Or Other Basis159790548OtherCostOrOtherBasis
Depreciation16354157Depreciation
Book Value143436391BookValue
FieldValueIRS element (for citing)
Total Of Book Value Land Buildings912438351TotalOfBookValueLandBuildings
Financial DerivativesFinancialDerivatives
Closely Held Equity InterestsCloselyHeldEquityInterests

Other Securities OtherSecurities (4 entries)

DescriptionDescriptionBook ValueBookValueMethod Of ValuationMethodOfValuation
Marketable Equity Investments97353065F
Private Equity Investments38737231F
Fixed Income Investments49438019F
Real Estate27805570F
FieldValueIRS element (for citing)
Total Of Book Value Securities213333885TotalOfBookValueSecurities

Other Assets OtherAssets (6 entries)

DescriptionDescriptionBook ValueBookValue
Receivable from Trinity Health75000000
INTEREST HELD PERPETUAL TRUST9588171
Beneficial Interest in Trust585959
Gift Property910922
LUC/TRINITY HEALTH ESCROW20001841
IFA '12 TAX EXEMPT BOND ESCROW36253716
FieldValueIRS element (for citing)
Total Book Value Other Assets142340609TotalBookValueOtherAssets
Federal Income Tax Liability0FederalIncomeTaxLiability

Other Liabilities OtherLiabilities (3 entries)

DescriptionDescriptionAmountAmount
COND. ASSET RETIREMENT OBLIGATION$2,590,412
REFUNDABLE ADVANCES - LOANS$18,426,343
Pension and Other Post Retirement$51,847,323
FieldValueIRS element (for citing)
Total Of Amounts72864078TotalOfAmounts

Form990 Schedule D Part XIV Form990ScheduleDPartXIV (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.
SIGNIFICANT USE OF ORGANIZATION'S ART COLLECTIONSchedule D, Part III, Question 3EIntegration of museum collections into academic coursework. Description and purpose of organization's art collections Schedule D, Part III, Question 4 The Loyola University Museum of Art (LUMA) Collection was developed for new acquisitions of art that address the LUMA mission as a complement to the D'Arcy Collection and includes art and artifacts from antiquities to the present. Recent acquisitions have included Neolithic sculpture, contemporary prints, drawings, photographs and textiles. LUMA is dedicated to the exploration, promotion and understanding of art and artistic expression that attempts to illuminate the enduring spiritual questions and concerns of all cultures and societies. The Museum interprets and displays the University's Medieval and Renaissance collection, known as the Martin D'Arcy, S.J. Collection,other Museum permanent collections and rotating exhibitions. As a museum with an interest in education and educational programming, the Loyola University Museum of Art reflects the University's Jesuit Mission and is dedicated to helping men and women of all creeds explore the roots of their own faith and spiritual quest.
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

FieldValueIRS element (for citing)
IdentifierSCHEDULE E, LINE 3Identifier
ExplanationOn Monday, May 21, 2012 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 6A A number of federal, state and local agencies issue grants and contracts to the University for research, training and general educational support.Explanation

Schedule F IRS990ScheduleF

FieldValueIRS element (for citing)
Grant Records MaintainedtrueGrantRecordsMaintained

Accts Actvs Out US Table AcctsActvsOutUSTable (16 entries)

RegionRegionType Of Activities ConductedTypeOfActivitiesConductedTotal ExpendituresTotalExpendituresNumber Of EmployeesNumberOfEmployeesSpecific Services ProvidedSpecificServicesProvidedNumber Of OfficesNumberOfOffices
Europe (Including Iceland and Greenland)Grantmaking44631
Sub-Saharan AfricaGrantmaking145104
Central America and the CaribbeanGrantmaking54936
North AmericaGrantmaking8320
Central America and the CaribbeanProgram Services5667191Humanitarian Aid
East Asia and the PacificProgram Services2531Int'l Immersion Prgm.
Europe (Including Iceland and Greenland)Program Services5681174Field Research
Middle East and North AfricaProgram Services747921Promote entrepreneurs
South AmericaProgram Services51501Int'l Immersion Prgm.
South AsiaProgram Services6000Int'l Immersion Prgm.
Sub-Saharan AfricaProgram Services41676Int'l Immersion Prgm.
Europe (Including Iceland and Greenland)Program Services713700458STUDY ABROAD1
Middle East and North AfricaProgram Services48903STUDY ABROAD
East Asia and the PacificProgram Services4274324STUDY ABROAD
Europe (Including Iceland and Greenland)Program Services53726CATHOLIC CONFERENCE
Central America and the CaribbeanInvestments19611059FOREIGN INVESTMENTS
FieldValueIRS element (for citing)
Subtotal Number Of Offices1SubtotalNumberOfOffices
Subtotal Number Of Employees68SubtotalNumberOfEmployees
Total Number Of Offices1TotalNumberOfOffices
Total Number Of Employees68TotalNumberOfEmployees
Subtotal Amount Spent28842451SubtotalAmountSpent
Total Amount Spent28842451TotalAmountSpent

Grants To Orgs Outside US GrantsToOrgsOutsideUS (6 entries)

RegionRegionPurpose Of GrantPurposeOfGrantAmount Of Cash GrantAmountOfCashGrantManner Of Cash DisbursementMannerOfCashDisbursement
Sub-Saharan AfricaModeling the Epidemiologic Transition research58584WIRE TFR
Cent. America/CaribbeanModeling the Epidemiologic Transition research54936WIRE TFR
Sub-Saharan AfricaModeling the Epidemiologic Transition research43200WIRE TFR
Sub-Saharan AfricaSeverity of Sickle Cell Disease43320WIRE TFR
North AmericaGenetics of Hypertension in Blacks research8320WIRE TFR
Europe/Iceland/GreenlandMOTS RESEARCH44631WIRE TFR
FieldValueIRS element (for citing)
Total Number Of501c3 Orgs6TotalNumberOf501c3Orgs

Grants To Ind Outside US GrantsToIndOutsideUS (2 entries)

Type Of AssistanceTypeOfAssistanceRegionRegionNumber Of RecipientsNumberOfRecipientsAmount Of Cash GrantAmountOfCashGrantManner Of Cash DisbursementMannerOfCashDisbursement
FellowshipEurope/Iceland/Greenland18390642WIRE TFR.
ScholarshipEurope/Iceland/Greenland23723111WIRE TFR
FieldValueIRS element (for citing)
Transfer To Foreign CorptrueTransferToForeignCorp
Interest In Foreign TrustfalseInterestInForeignTrust
Own Foreign CorpfalseOwnForeignCorp
Passive Foreign Invest CofalsePassiveForeignInvestCo
Foreign PartnershiptrueForeignPartnership
Boycott CountriesfalseBoycottCountries

Form990 Schedule F Part V Form990ScheduleFPartV (2 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 reported Schedule 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.
Description of how expenditures are reportedSchedule F, Part I, Line 3, Column (f)Grant Assistance is recognized when 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 (3 entries)

Name Of IndividualNameOfIndividualActivityActivityFundraiser Control Of FundsFundraiserControlOfFundsGross ReceiptsGrossReceiptsAmount Retained By ContractorAmountRetainedByContractor
Campbell CompanyTrainingfalse019912
Ter Molen Watkins BrandtCONSULTINGfalse010213
Christina Pulawski ConsultingResearchfalse015472
FieldValueIRS element (for citing)
Total Gross Receipts0TotalGrossReceipts
Total Retained By Contractors45597TotalRetainedByContractors
Licensed StatesALLicensedStates
Licensed StatesAKLicensedStates
Licensed StatesAZLicensedStates
Licensed StatesARLicensedStates
Licensed StatesCALicensedStates
Licensed StatesCOLicensedStates
Licensed StatesCTLicensedStates
Licensed StatesDELicensedStates
Licensed StatesDCLicensedStates
Licensed StatesFLLicensedStates
Licensed StatesGALicensedStates
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 Event1571700GrossReceiptsEvent1
Charitable Contributions Event1445550CharitableContributionsEvent1
Gross Revenue Event1126150GrossRevenueEvent1
Rent Facility Costs Event1172391RentFacilityCostsEvent1
Food And Beverage Event1163384FoodAndBeverageEvent1
Entertainment Event110000EntertainmentEvent1
Other Direct Expenses Event144183OtherDirectExpensesEvent1
Name Of Event2Founder DinnerNameOfEvent2
Gross Receipts Event2398286GrossReceiptsEvent2
Charitable Contributions Event2315211CharitableContributionsEvent2
Gross Revenue Event283075GrossRevenueEvent2
Rent Facility Costs Event2115780RentFacilityCostsEvent2
Food And Beverage Event2109559FoodAndBeverageEvent2
Entertainment Event22841EntertainmentEvent2
Other Direct Expenses Event275582OtherDirectExpensesEvent2
Total Number Of Other Events0TotalNumberOfOtherEvents
Gross Receipts Total969986GrossReceiptsTotal
Charitable Contributions Total760761CharitableContributionsTotal
Gross Revenue Total Events209225GrossRevenueTotalEvents
Rent Facility Costs Total Events288171RentFacilityCostsTotalEvents
Food And Beverage Total Events272943FoodAndBeverageTotalEvents
Entertainment Total Events12841EntertainmentTotalEvents
Other Direct Expenses Total Events119765OtherDirectExpensesTotalEvents
Direct Expense Summary Events693720DirectExpenseSummaryEvents
Net Income Summary-484495NetIncomeSummary

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 2012, the University paid three separate organizations for training and consulting services related to fundraising. These services did not provide direct fundraising receipts but instead provided general training and guidance to University Staff working in the area of fundraising. The total amount paid for these services was $45,596.97.Explanation

Schedule I IRS990ScheduleI

FieldValueIRS element (for citing)
Records MaintainedtrueRecordsMaintained

Recipient Table RecipientTable (75 entries)

Address Line1AddressUS/AddressLine1CityAddressUS/CityStateAddressUS/StateZIP CodeAddressUS/ZIPCodeEIN Of RecipientEINOfRecipientIRC SectionIRCSectionAmount Of Cash GrantAmountOfCashGrantPurpose Of GrantPurposeOfGrantAddress Line2AddressUS/AddressLine2
Bradley University
1501 West Bradley AvePeoriaIL61625370661494501 (c)(3)8500SURVEY TAFT HOMES RESIDENTS ON COMMUNITY NEEDS RELATED TO REDEVELOPMENT.
Cares
5000 S Fifth Ave Bldg OneHinesIL60141363334177501 (c)(3)24767Health Services research
Case Western Reserve University
10900 Euclid AvenueClevelandOH44106341018992501 (c)(3)31837Develop statistical methods
Children's Hospital Boston
PO Box 414413BostonMA02241042774441501 (c)(3)9721RESEARCH ON THE GENETICS OF HYPERTENSION IN BLACKS.
Children's Memorial Hospital
225 E Chicago AveChicagoIL60611362170833501 (c)(3)6086OBESITY RESEARCH
Christ The King College
5088 W Jackson BlvdChicagoIL60644364067307501 (c)(3)10000SPONSORSHIP KING OF HEARTS GALA
City Colleges Of Chicago
226 West Jackson BlvdChicagoIL60606362606236501 (c)(3)14957DEVELOPMENT OF CHEM CURRICULUM
Depaul University
1 East Jackson BlvdChicagoIL60604362167048501 (c)(3)13252MIGRATION AND IMMIGRANT INTEGRATION RESEARCH
Drexel University
3201 Arch StPhiladelphiaPA19104231352630501 (c)(3)28688OBESITY RESEARCH
Guest House Inc
1601 Joslyn RdLake OrionMI48360381557146501 (c)(3)10000GUEST HOUSE BENEFIT DINNER
Hematology Oncology Consultants
100 Spalding DriveNapervilleIL6054036308258018320BREAST CANCER THERAPY RESEARCH
Hines Va Hospital
PO Box 1490HinesIL60141363767770501 (c)(3)170622MOLECULAR PHARMACOLOGY, THERAPEUTICS & NEUROSCIENCE RESEARCH
Illinois Institute Of Technology
3300 S Federal StChicagoIL60616362170136501 (c)(3)78220CARDIOVASCULAR RESEARCH
Indiana University
PO Box 66057IndianapolisIN46266356001673501 (c)(3)222488CHEMOKINE-MEDIATED MODULATION OF OPIOID INDUCED PAIN RESEARCH
Lawrence Livermore National Laboratory
PO Box 5516LivermoreCA94551205624386501 (c)(3)242000ANTHRAX VACCINATION RESEARCH
Medical University Of South Carolina
19 Hagood Ave Ste 303CharlestonSC29425576000722501(c)(3)605729MODULATING TOLERANCE IN A SPONTANEOUS MOUSE RESEARCH MODEL OF AUTOIMMUNE VITILIGO
Michigan State University
301 Adm BldgEast LansingMI48824386005984501(c)(3)148170Sexuality in adolescents research
Oregon State University
Office of Post Award AdmCorvalisOR97331481278540501(c)(3)49183Restoring Wetland BiodiversityPO BOX 1086
Purdue University
401 S Grant StWest LafayetteIN47907356002041501(c)(3)344312Mechanisms of viral proteases research
University Of California
1850 Research Pk DrSacramentoCA95817946036493501(c)(3)15576Leukemia research
University Of Chicago
5801 S Ellis AveChicagoIL60637362177139501(c)(3)45491Cancer & Homelessness Research
University Of Illinois At Chicago
1737 W Polk StChicagoIL60612376000511501(c)(3)45968Teachers training & HIV research310 AOB M/C 672
University Of New Mexico
MSC 05 3180-1AlbuquerqueNM87131856000642501(c)(3)10037Motivational interviewing
University Of Wisconsin - Madison
21 North Park StMadisonWI53715396006492501(c)(3)85170Mechanical ventilation study
American Quality Schools Corp
850 West JacksonChicagoIL60607364298732501(c)(3)36991Federal work study
Asian Human Services
4753 North Broadway 700ChicagoIL60640363698770501(c)(3)36581Federal work study
BLACK MEN'S XCHANGE NATIONAL
1396 FALLS RIVER DRCONYERSGA30013272330266501(c)(3)40930RESEARCH
Centro Romero
6216 North Clark StreetChicagoIL60660363517408501(c)(3)19590Federal work study
Chicago House and Social Service Agency
1925 North Clybourn 401ChicagoIL60614363376432501(c)(3)14475Federal work study
Chicago International Charter School
2235 N Hamilton StChicagoIL60647992737640501(c)(3)8389Federal work study
Community Counseling Center of Chicago
4740 N ClarkChicagoIL60640237115384501(c)(3)5518Federal work study
Community Shares of Illinois
44 East Main 208ChampaignIL61820363073918501(c)(3)12258Federal work study
Edgewater Chamber of Commerce
1210 West Rosedale AvenueChicagoIL60660363311042501(c)(3)9081Federal Work Study
Family Matters
7731 N Marshfield AveChicagoIL60626363588490501(c)(3)10082Federal Work Study
FEMI Memorial Outreach Fund
5875 N Lincoln AveChicagoIL60659030549622501(c)(3)17133Federal Work Study
Hamdard Center
1542 W Devon AveChicagoIL60660363917885501(c)(3)32403Federal Work Study
Housing Opportunities for Women
1607 W Howard StChicagoIL60626363263818501(c)(3)8317Federal Work Study
Howard Area Community
7648 N PaulinaChicagoIL60626363008606501(c)(3)23911Federal Work Study
Indo American Center
6328 N California AveChicagoIL60659363689665501(c)(3)21863Federal Work Study
Legal Assistance Fund of Metropolitan Chicago
111 West Jackson AveChicagoIL60604362754650501(c)(3)8472Federal Work Study
Living Water Community Church
6808 North Ashland BlvdChicagoIL60626364404672501(c)(3)39443Federal Work Study
McGaw YMCA
1000 Grove StreetEvanstonIL60201362169194501(c)(3)25455Federal Work Study
Office of Catholic Schools
835 North Rush StreetChicagoIL60611362170826501(c)(3)20875Federal Work Study
Sacred Heart Schools
6250 North SheridanChicagoIL60660362170839501(c)(3)71941Federal Work Study
Southeast Asia Center
1134 W Ainslie STE 300ChicagoIL60640363168093501(c)(3)21302Federal Work Study
Test Positive Aware Network
5537 N BroadwayChicagoIL60640363591116501(c)(3)9352Federal Work Study
United Church of Rogers Park
1545 W Morse AveChicagoIL60626362677402501(c)(3)9628Federal Work Study
Youth Organizations Umbrella Inc
1027 Sherman AvenueEvanstonIL60202362734966501(c)(3)100567Federal Work Study
NAVAL SURFACE WARFARE CENTER
17632 DAHLGREN RDDAHLGRENVA22448520592178501(C)(3)104854BIO-THREAT AGENT RESEARCH
NORTH DAKOTA STATE UNIVERSITY
PO BOX 6050FARGOND58108456002439501(C)(3)23259MODERN METHODS IN CALCULUS OF VARIATIONS RESEARCH
NORTHWESTERN UNIVERSITY
633 CLARK STEVANSTONIL60208322167817501(C)(3)16441OBESITY RESEARCH
PACE UNIVERSITY
ONE PACE PLAZANEW YORKNY10038135562314501(C)(3)7109LAUNCH KNOWLEDGE WEBSITE ON VIRGINIA WOOLF'S TO THE LIGHTHOUSE
PEORIA OPPORTUNITIES FOUNDATION
301 NE JEFFERSONPEORIAIL61602371392514501(C)(3)8500SURVEY TAFT HOMES RESIDENTS ON COMMUNITY NEEDS RELATED TO REDEVELOPMENT
RESEARCH FOUND FOR THE STATE UNIV OF NY
230 WEST 41ST STNEW YORKNY74906131988190501(C)(3)38648INFLUENCE OF OYSTER RESTORATION RESEARCH
RUSH UNIVERSITY MEDICAL CENTER
1725 W HARRISONCHICAGOIL60612362174823501(C)(3)96133ORAL HIV VACCINE RESEARCH
SAINT AGNES OF BOHEMIA PARISH
2643 S CENTRAL PARKCHICAGOIL60623362170807501(C)(3)10000SUPPORT FOR THE PASTORAL EXCELLENCE PROGRAM
SAINT CATHERINE LABOURNE
3525 THORNWOOD AVEGLENVIEWIL60026362478258501(C)(3)10000SUPPORT FOR PASTORAL EXCELLENCE PROGRAM
SAINT JOSEPH SEMINARY
6551 SHERIDAN ROADCHICAGOIL60626362170826501(C)(3)27900STAINED GLASS WINDOWS FOR NEW CHAPEL
SAINT MARY OF THE LAKE PARISH
4200 N SHERIDAN ROADCHICAGOIL60613362171076501(C)(3)6500SUPPORT FOR PASTORAL EXCELLENCE PROGRAM
UNIVERSITY OF IOWA
B5 JESSUP HALLIOWA CITYIA52242426004813501(C)(3)32472ENTRY & PATHOGENESIS OF CORONA VIRUSES RESEARCH
UNIVERSITY OF KANSAS
2385 IRVING HILL ROADLAWRENCEKS55342480680117501(C)(3)5928SEROTONIN REUPTAKE INHIBITORS RESEARCH
CABRINI GREEN LEGAL AID
740 NORTH MILWAUKEE AVECHICAGOIL60642362775706501(C)(3)5625FEDERAL WORK STUDY
CAMBODIAN ASSOCIATION OF ILLINOIS
2831 WEST LAWRENCE AVECHICAGOIL60625363129057501(C)(3)8046FEDERAL WORK STUDY
CHICAGO JEWISH DAY SCHOOL
5959 N SHERIDAN ROADCHICAGOIL60660364437180501(C)(3)7192FEDERAL WORK STUDY
CHICAGO PUBLIC SCHOOLS
640 W SCOTT STCHICAGOIL60610366005821501(C)(3)19380FEDERAL WORK STUDY
CIRCESTEEM
4730 N SHERIDAN RDCHICAGOIL60640360050649501(C)(3)9057FEDERAL WORK STUDY
ILLINOIS ACTION FOR CHILDREN
4753 N BROADWAYCHICAGOIL60640362712912501(C)(3)6867FEDERAL WORK STUDY
IMMANUEL LUTHERAN CHURCH
1500 w ELMDALE AVECHICAGOIL60660362284282501(C)(3)6957FEDERAL WORK STUDY
INSTITUTO HEALTH SCIENCES CAREER ACADEMY
2520 S WESTERN AVECHICAGOIL60608271488618501(C)(3)9321FEDERAL WORK STUDY
LYCEE FRANCAIS DE CHICAGO
613 W BITTERSWEET PLCHICAGOIL60613364002001501(C)(3)7398FEDERAL WORK STUDY
MUSLIM WOMEN RESOURCE CENTER
6349 N WESTERN AVECHICAGOIL60659680489248501(C)(3)7847FEDERAL WORK STUDY
NATIONAL RUNAWAY SWITCHBOARD
3080 NORTH LINCOLN AVECHICAGOIL60657362726331501(C)(3)5524FEDERAL WORK STUDY
NORTHSIDE CATHOLIC ACADEMY
6216 N GLENWOOD AVECHICAGOIL60660363956710501(C)(3)7704FEDERAL WORK STUDY
VIETNAMESE ASSOCIATION OF ILLINOIS
5110 NORTH BROADWAYCHICAGOIL60640362882292501(C)(3)5783FEDERAL WORK STUDY
Children's Memorial Hospital
225 E Chicago AveChicagoIL60611362170833501(c)(3)9968Federal Work Study
FieldValueIRS element (for citing)
Total Nbr Of501 C3 And Govt Grants73TotalNbrOf501C3AndGovtGrants
Total Nbr Of Other Organizations2TotalNbrOfOtherOrganizations

Form990 Schedule I Part III Form990ScheduleIPartIII (2 entries)

Type Of GrantTypeOfGrantNumber Of RecipientsNumberOfRecipientsAmount Of Cash GrantAmountOfCashGrant
Scholarships to Individuals10859129484473
Fellowships140704155

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 PaymenttrueSeverancePayment
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)

Base 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
1830470150000412015595089490223003000
Richard L Gamelli MD
56184800017820309300162630610823000
Philip D Hale
166854000565017486094140194319000
Jonathan R Heintzelman
26396600028090248760162950307946000
Emilio Iodice
204062000119835015999019630341859000
Eric C Jones
1584710002400136110265440198866000
Robert D Kelly
2179680003080179090145520250737000
Thomas M Kelly
20453601500004890181990193280257552000
William G Laird
29718000032200246820193690344451000
Wayne Magdziarz
250614000909023361079870282871000
Susan Malisch
2411000005770222500110800275007000
Ellen Kane Munro
238967010000028950249970168890293748000
John P Pelissero PHD
29265800021000246820212390340679000
Kelly Shannon
18275005006490198840216980225031000
Francis Fennell Jr
20312500023550188490169800241309000
Abolhassan Jalilvand
23348500016360225950229320280648000
Linda Brubaker MD
3076540000096220255990342875000
Pieter DeTombe
30647300011670244310384280370499000
Tarun Patel
3173990002219028219086700356507000
James Whitesell
6959600028350908415040650365585000
David Yellen
374941015000012420242580659670481408000
John Frendreis Former Prov
18006900011040198840238390224896000
Philip R Kosiba
11335301000001049012785051040142291000

Form990 Schedule J Part III Form990ScheduleJPartIII (4 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 Water Tower campus. This room is for his occasional use when he is at the Water Tower campus for certain events and 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 $117,199 to cover Italian taxes, as he is an employee of the University's Rome Center.
Severance PaymentSCHEDULE J, PART I, QUESTION 4AJames Whitesell received a severance payment during calendar year 2011 in the amount of $283,250. His employment with the university ended on March 14, 2011.
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 2011.

Schedule K IRS990ScheduleK

Form990 Schedule K Part I Form990ScheduleKPartI (3 entries)

Issuer EINIssuerEINCUSIP NumberCUSIPNumberDate IssuedDateIssuedIssue PriceIssuePriceDescription Of PurposeDescriptionOfPurposeDefeasedDefeasedOn Behalf Of IssuerOnBehalfOfIssuerPool FinancingPoolFinancing
ILLINOIS FINANCE AUTHORITY
86109196745200B2C12007-04-1228980884REFUND 1997A BONDS ISSUED 07/09/97falsefalsefalse
ILLINOIS FINANCE AUTHORITY
86109196745203TAC02008-06-0480000000REFUND & NEW CONST.; SEE PART VIfalsefalsefalse
ILLINOIS FINANCE AUTHORITY
86109196745203HHM72012-05-31104526524REFUND & NEW CONST.; SEE PART VIfalsefalsefalse

Form990 Schedule K Part II Form990ScheduleKPartII (3 entries)

Amount 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
7100000289808840003304820002865040202007truefalsetruetrue
5960000080082002000000451315973495040502009truefalsetruetrue
00104526675004369113039138900241904400362537162014falsetruefalsetrue

Form990 Schedule K Part III Form990ScheduleKPartIII (3 entries)

Prcntge Prvt Business Use By OthersPrcntgePrvtBusinessUseByOthersPercentage Of Prvt Business Re UBIPercentageOfPrvtBusinessReUBITotal Private Business UseTotalPrivateBusinessUseOwning Bond Financed PropertyOwningBondFinancedPropertyAny Lease ArrangementsAnyLeaseArrangementsMngment Cntrct Bond Financd PrprtyMngmentCntrctBondFinancdPrprtyEngage Bond Counsel ContractsEngageBondCounselContractsAny Research AgreementsAnyResearchAgreementsPost Issuance Compliance ProcdrsPostIssuanceComplianceProcdrs
0.000000.000000.00000
0.000000.000000.00000falsetruetruetruefalsetrue
0.000000.000000.00000falsefalsefalsefalsetrue

Form990 Schedule K Part IV Form990ScheduleKPartIV (3 entries)

Form8038 T FiledForm8038TFiledVariable Rate IssueVariableRateIssueHedge Identified In Books And RecdsHedgeIdentifiedInBooksAndRecdsGross Proceeds Invested In GICGrossProceedsInvestedInGICBusiness Name Line1NameOfGICProvider/BusinessNameLine1Gross Proceeds InvestedGrossProceedsInvestedException To RebateExceptionToRebate
0
falsefalsefalsefalse0falsetrue
0
falsetruefalsefalse0falsetrue
0
falsefalsefalsefalse0falsetrue
FieldValueIRS element (for citing)
Fed Tax Requirements ComplianceXFedTaxRequirementsCompliance

Form990 Schedule K Part VI Form990ScheduleKPartVI

FieldValueIRS element (for citing)
IdentifierSee Schedule OIdentifier
Return Reference0ReturnReference

Schedule L IRS990ScheduleL

Loan Table LoanTable

FieldValueIRS element (for citing)
Name PersonRobert D Kelly -NamePerson
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 IV Form990ScheduleLPartIV

Name Of Interested Person NameOfInterestedPerson

FieldValueIRS element (for citing)
Name PersonMichael BeazleyNamePerson
FieldValueIRS element (for citing)
RelationshipFamily Member of TrusteeRelationship
Amount Of Transaction64768AmountOfTransaction
Description Of TransactionEmploymentDescriptionOfTransaction
Sharing Of RevenuesfalseSharingOfRevenues

Form990 Schedule L Part V Form990ScheduleLPartV

FieldValueIRS element (for citing)
IdentifierBusiness Transactions with interested personsIdentifier
Return ReferenceForm 990, Schedule L, Part IVReturnReference
ExplanationBernard J. Beazley, Trustee, now deceased, had a family member employed by the reporting organization.Explanation

Schedule M IRS990ScheduleM

Works Of Art WorksOfArt

FieldValueIRS element (for citing)
Non Cash CheckboxXNonCashCheckbox
Number Of Contributions8NumberOfContributions
Noncash Contribs Rptd F9902064760NoncashContribsRptdF990
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 F9901101NoncashContribsRptdF990
Method Of Determining Revenuescost/selling priceMethodOfDeterminingRevenues

Clothing And Household Goods ClothingAndHouseholdGoods

FieldValueIRS element (for citing)
Non Cash CheckboxXNonCashCheckbox
Noncash Contribs Rptd F9907702NoncashContribsRptdF990
Method Of Determining Revenuescost/selling priceMethodOfDeterminingRevenues
FieldValueIRS element (for citing)
Cars And Other VehiclesCarsAndOtherVehicles
Boats And PlanesBoatsAndPlanes
Intellectual PropertyIntellectualProperty

Securities Publicly Traded SecuritiesPubliclyTraded

FieldValueIRS element (for citing)
Non Cash CheckboxXNonCashCheckbox
Number Of Contributions48NumberOfContributions
Noncash Contribs Rptd F990676461NoncashContribsRptdF990
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 OtherRealEstateOther

Collectibles Collectibles

FieldValueIRS element (for citing)
Non Cash CheckboxXNonCashCheckbox
Number Of Contributions18NumberOfContributions
Noncash Contribs Rptd F9901685NoncashContribsRptdF990
Method Of Determining Revenuescost/selling pricMethodOfDeterminingRevenues

Food Inventory FoodInventory

FieldValueIRS element (for citing)
Non Cash CheckboxXNonCashCheckbox
Number Of Contributions7NumberOfContributions
Noncash Contribs Rptd F9903542NoncashContribsRptdF990
Method Of Determining Revenuescost/selling pricMethodOfDeterminingRevenues
FieldValueIRS element (for citing)
Drugs And Medical SuppliesDrugsAndMedicalSupplies
TaxidermyTaxidermy
Historical ArtifactsHistoricalArtifacts

Scientific Specimens ScientificSpecimens

FieldValueIRS element (for citing)
Non Cash CheckboxXNonCashCheckbox
Number Of Contributions1NumberOfContributions
Noncash Contribs Rptd F9904980NoncashContribsRptdF990
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 Contributions362NumberOfContributions
Noncash Contribs Rptd F990555726NoncashContribsRptdF990
Method Of Determining Revenuescost/selling priceMethodOfDeterminingRevenues
FieldValueIRS element (for citing)
Number Of8283 Received7NumberOf8283Received
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 (14 entries)

IdentifierIdentifierReturn ReferenceReturnReferenceExplanationExplanation
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. Prior to the meeting, the President reviews the compensation data, assesses performance, and proposes compensation for the Vice-Presidents. 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 2011 the University paid compensation and benefits in the amount of $592,354 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 5Unrealized Loss on investments (19,215,387) Revenue from discontinued operations 8,909,905 Changes in Post Retirement Benefit (11,110,774) Loss on Property Disposals (4,409,114) Loss on Bond Refunding (3,879,874) _____________ Total (29,705,244)
2008 Bond, Description of PurposeFORM 990, SCHEDULE K, PART I, LINE B, COLUMN (f):THE 2008 NOTES REFUNDED THE 2004B BONDS ISSUED 12/2/2004 AND THE REMAINING PROCEEDS FINANCED CONSTRUCTION AND EQUIPPING OF VARIOUS EDUCATIONAL FACILITIES.
2012 Bond, Description of PurposeFORM 990, SCHEDULE K, PART I, LINE C, COLUMN (f):THE 2012B BONDS REFUNDED THE 2003A BONDS ISSUED 7/16/2003 AND THE 2004A BONDS ISSUED 12/2/2004, AND THE REMAINING PROCEEDS FINANCED CONSTRUCTION AND EQUIPPING OF VARIOUS EDUCATIONAL FACILITIES.
TOTAL PROCEEDS OF ISSUEFORM 990, SCHEDULE K, PART II, LINE 3COLUMN B: THE TOTAL AMOUNT OF $80,082,002 INCLUDES THE ORIGINAL ISSUE PRICE OF $80,000,000 AND $82,002 OF INVESTMENT EARNINGS. COLUMN C: THE TOTAL AMOUNT OF $104,526,675 INCLUDES THE ORIGINAL ISSUE PRICE OF $104,526,524 AND $151 OF INVESTMENT EARNINGS.
EXPLANATION OF CREDIT ENHANCEMENT DISCREPANCYFORM 990, SCHEDULE K, PART II, LINE 10, COLUMN BACCORDING TO LINE 25 OF FORM 8038 FILED FOR THE 6/4/2008 BOND ISSUANCE, $856,473.61 OF BOND PROCEEDS WERE ALLOCATED TO CREDIT ENHANCEMENT FEES. HOWEVER, THESE PROCEEDS WERE ULTIMATELY USED FOR CONSTRUCTIONS COSTS. THEREFORE, THIS AMOUNT IS REPORTED ON SCHEDULE K, PART II, LINE 10 INSTEAD OF ON SCHEDULE K, PART II, LINE 8.
MANAGEMENT CONTRACTSFORM 990, SCHEDULE K, PART III, LINE 3b, COLUMN B:THE UNIVERSITY HAS A CONTRACT POLICY THAT REQUIRES REVIEW OF CERTAIN CONTRACTS BY THE UNIVERSITY'S FINANCE AND LEGAL DEPARTMENTS. MANAGEMENT AND SERVICE CONTRACTS RELEVANT TO THE BOND-FINANCED FACILITIES AND ENTERED INTO PURSUANT TO THE POLICY HAVE BEEN REVIEWED BY OUTSIDE COUNSEL AND DETERMINED TO HAVE MET THE SAFE HARBOR UNDER REV PROC 97-13.
RESEARCH CONTRACTSFORM 990, SCHEDULE K, PART III, LINE 3C, COLUMN BALTHOUGH CERTAIN RESEARCH CONTRACTS "MAY" GIVE RISE TO PRIVATE USE, ALL RESEARCH FACILITIES IN THE PARTIALLY BOND-FINANCED BUILDINGS WERE FUNDED WITH EQUITY AT THE TIME OF THE BOND ISSUANCE.
Private Business Use PercentageForm 990, Schedule K, Part III, Lines 4-6, Columns B and CAnticipated Private use was carved out of the bond financing and funded with equity at the time of the debt issuance.
REBATE EXCEPTIONFORM 990, SCHEDULE K, PART IV, LINE 6, COLUMN A:BECAUSE THE 2007 BONDS FULLY REFUNDED THE OUTSTANDING 1997A BONDS, FUNDED NO NEW PROJECTS AND INVOLVED NO INVESTED PROCEEDS, NO REBATE EXCEPTION WAS RELEVANT.

Schedule R IRS990ScheduleR

Form990 Schedule R Part II Form990ScheduleRPartII (4 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
Loyola Management Company
820 N Michigan AvenueChicagoIL60611363858492Title HoldingIL501(c)(2)N/ALUCtrue
Mundelein College
820 N Michigan AvenueChicagoIL60611362179799EducationIL501(c)(3)2LUCtrue
Krasa Family Trust
PO BOX 803878ChicagoIL60680366828217Support LUCIL501(c)(3)11NAtrue
Loyola Rome Center Foundation
SUPPORT501(C)(3)LUCtrueVia Massimi 114/aROMEITIT
FieldValueIRS element (for citing)
Receipt Of Int Ann Rents RoyaltiesfalseReceiptOfIntAnnRentsRoyalties
Gift Grant Or Cap Contr To Other OrgfalseGiftGrantOrCapContrToOtherOrg
Gift Grant Or Cap Contr Fr Other OrgtrueGiftGrantOrCapContrFrOtherOrg
Loans Or Guarantees To Other OrgfalseLoansOrGuaranteesToOtherOrg
Loans Or Guarantees From Other OrgfalseLoansOrGuaranteesFromOtherOrg
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

Name Of Other Organization NameOfOtherOrganization

FieldValueIRS element (for citing)
Business Name Line1KRASA FAMILY TRUSTBusinessNameLine1
FieldValueIRS element (for citing)
Transaction TypeCTransactionType
Amount Involved230503AmountInvolved
Method Of Amt DeterminationCASHMethodOfAmtDetermination