2013-05-13T14:25:34-05:00 2012-06-30 ERNST & YOUNG US LLP 111 MONUMENT CIRCLE STE 2600 INDIANAPOLIS IN 46204 990 2011-07-01 361408475 Loyola University of Chicago % ANDREA SABITSANA CONTROLLER LOYO 3129158722 820 N Michigan Avenue Chicago IL 606112147 WILLIAM G LAIRD 2013-05-13 3176817000 2011 2016-02-25 16:41:14Z Michael J Garanzini SJ Pres CEO 820 N Michigan Ave Chicago IL 60611 922626872 false X www.luc.edu X 1909 IL We 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. 45 45 7748 203 368283 91240626 114127573 487897862 530904928 22690241 25257308 4036462 6562999 605865191 676852808 126636507 135059420 0 0 252471904 268145146 30797 45597 10870227 156870471 168936233 536009679 572186396 69855512 104666412 1558027159 1974949340 463157603 805118616 1094869556 1169830724 WE 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. false false 421515553 130000321 484295832 Higher 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. 44107000 4147681 0 Research: 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. 46498000 925929 50555461 Higher 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. 512120553 true true false true false false true true true true true true false true true false false true true true true true true true true false false true true true true false false false false false true false false true false true true false false false true true true false false true 18365 0 true 7748 true true true true UK IT CJ VM false false false true true false false false false X 45 45 false false false false false false false true true false false true true true true true true true true true true X ANDREA SABITSANA CONTROLLER 3129158722 820 N Michigan Avenue Chicago IL 60611 Patrick Arbor 1.0 X 0 0 0 Bernard J Beazley 1.0 X 0 0 0 James P Bouchard 1.0 X 0 0 0 William A Brandt Jr 1.0 X 0 0 0 Michael J Carbon MD 1.0 X 0 0 0 Anthony L Chirchirillo 1.0 X 0 0 0 Rosemary Croghan 1.0 X 0 0 0 John F Cuneo Jr 1.0 X 0 0 0 Ronald E Daly 1.0 X 0 0 0 Charles W Denny 1.0 X 0 0 0 Christopher J Devron SJ 1.0 X 0 0 0 Mary Judith Duchossois 1.0 X 0 0 0 Paul J Fitzgerald SJ 1.0 X 0 0 0 Michael J Garanzini SJ 40.0 X X 0 0 0 Michael J Graham SJ 1.0 X 0 0 0 William J Hank 1.0 X X 0 0 0 John J Hartman 1.0 X 0 0 0 Marvin Herman 1.0 X 0 0 0 Christina M Johnson-Wolff 1.0 X 0 0 0 Patrick J Kelly 1.0 X 0 0 0 Richard J Klarchek 1.0 X 0 0 0 William C Kunkler III 1.0 X 0 0 0 Patrick C Lynch 1.0 X 0 0 0 Shirley R Madigan 1.0 X 0 0 0 Barry C McCabe 1.0 X 0 0 0 Patrick McGrath SJ 1.0 X 0 0 0 Carlos Montoya 1.0 X 0 0 0 Ruthellyn Musil 1.0 X 0 0 0 Terry E Newman 1.0 X 0 0 0 Allan J Norville 1.0 X 0 0 0 Robert L Parkinson Jr 1.0 X 0 0 0 Joseph A Power Jr 1.0 X 0 0 0 Michael R Quinlan 1.0 X X 0 0 0 John E Rooney 1.0 X 0 0 0 Judith A Scully 1.0 X 0 0 0 Michael D Searle 1.0 X 0 0 0 Smita N Shah 1.0 X 0 0 0 Susan S Sher 1.0 X 0 0 0 Raymond F Simon 1.0 X 0 0 0 George Andrews Smith 1.0 X 0 0 0 Joan E Steel 1.0 X 0 0 0 Joseph Swedish 1.0 X 0 0 0 Jackie Taylor Holsten 1.0 X 0 0 0 Mary Tolan 1.0 X 0 0 0 Edward Wanandi 1.0 X 0 0 0 Kevin W Wildes SJ 1.0 X 0 0 0 Mary Ann Zollmann BVM 1.0 X 0 0 0 Pamela G Costas 40.0 X 198459 0 23474 Richard L Gamelli MD 36.0 X 563630 0 45663 Philip D Hale 40.0 X 167419 0 25922 Jonathan R Heintzelman 40.0 X 266775 0 39777 Emilio Iodice 40.0 X 323897 0 16935 Eric C Jones 40.0 X 158711 0 39195 Robert D Kelly 40.0 X 218276 0 31179 Thomas M Kelly 40.0 X 220025 0 36298 William G Laird 40.0 X 300400 0 42583 Wayne Magdziarz 40.0 X 251523 0 29990 Susan Malisch 40.0 X 241677 0 31984 Ellen Kane Munro 40.0 X 251862 0 40730 John P Pelissero PHD 40.0 X 294758 0 44453 Kelly Shannon 40.0 X 183449 0 40487 Francis Fennell Jr 40.0 X 205480 0 34782 Abolhassan Jalilvand 40.0 X 235121 0 44197 Linda Brubaker MD 40.0 X 307654 0 33724 Pieter DeTombe 40.0 X 307640 0 61368 Tarun Patel 40.0 X 319618 0 35388 James Whitesell 40.0 X 353105 0 12125 David Yellen 40.0 X 391183 0 88695 John Frendreis Former Prov 40.0 X 181173 0 42710 Philip R Kosiba 40.0 X 124402 0 17286 6066237 0 858945 492 true true false Baranski Hammer Moretta Sheehy 1101 SOUTH BENCH STREET GALENA IL 61036 Architect/Planning 2698389 Jones Day 77 WEST WACKER DRIVE CHICAGO IL 60601 LEGAL SERVICES 1061764 SMITHGROUP JJR LLC 500 GRISWOLD SUITE 1700 DETROIT MI 48226 ARCHITECT/PLANNING 743676 WEISERMAZARS LLP 60 GROSSWAYS PARK DR WEST SUITE 3 WOODBURY NY 11797 AUDIT/CONSULTANT 653493 ROYALL COMPANY 1920 EAST PARHAM ROAD RICHMOND VA 232282206 ENROLLMENT MNGMT SVC 566572 20 760761 230503 44164862 68971447 3315957 114127573 Tuition & fees 611710 449903806 449903806 Auxiliary 611710 50559209 50559209 ACADEMIC SUPPORT - TRINITY HEALTH 611710 22772528 22772528 OTHER EDUCATION AND GENERAL 611710 7669385 7669385 530904928 10334513 85122 10249391 151 151 3550982 3550982 7760358 4945987 2814371 2814371 2814371 255057000 240134356 14922644 14922644 14922644 209225 693721 -484496 -484496 0 0 Interest on Student Loans 611710 398981 398981 CONFERENCE SERVICES 532000 -114461 -114461 FITNESS CENTER 713940 397622 397622 682142 676852808 534855042 368283 27501910 3503048 3503048 130188628 130188628 1367744 1367744 0 4649108 1768156 2508565 372387 64768 64768 206404930 181026682 19777607 5600641 17903777 15233561 2081781 588435 24903139 21409513 2721339 772287 14219424 12795387 1186297 237740 0 903441 89564 813877 629915 629915 0 45597 45597 1735048 1735048 22107067 19005804 2805500 295763 3274826 1728886 1282848 263092 25921895 23622386 1535488 764021 9792474 5529792 4081511 181171 31370 31370 14981811 13814256 1005888 161667 739193 522230 24963 192000 0 8221213 7732924 301302 186987 10721545 8665425 1863216 192904 0 38531395 35135447 3017442 378506 1318039 818146 430596 69297 Institutional Support 8283715 7337096 486014 460605 Operations and maintenance 6022740 5651568 325016 46156 Auxiliary 7646170 7589015 51206 5949 Sponsored Research 3021975 2819095 176809 26071 5052401 4670062 353388 28951 572186396 512120553 49195616 10870227 23025 20331 80331370 345786252 15405246 51697512 22779750 21491829 106353 108892 0 0 21983447 21854118 0 15710 6084382 10149865 1306934680 394496329 787828089 912438351 313124566 255711987 87179215 213333884 0 0 0 0 223181716 142340609 1558027159 1974949340 64387200 87663957 0 0 52047566 49503744 159948568 206152159 1078677 1222312 0 0 14245928 12222748 111710772 375489618 59738892 72864078 463157603 805118616 X 823952782 863339592 139289841 167558497 131626933 138932635 1094869556 1169830724 1558027159 1974949340 X 104666412 -29705244 X false true true X true true X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED true true false false false false true 222754 false false 222754 false Lobbying Activity Schedule C, Part II-B, Line 1 Philip 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. X 4 0.00 4 0 0 1 false 10.00 824 2064760 15852069 X X X X X SEE PART XIV false false true 388739191 22744405 6533445 2950842 7436295 1675168 405954736 315304802 13967327 70448551 2905374 6824933 1251182 388739191 278873125 11868039 35226804 2836049 6716120 1110997 315304802 372525616 17395761 -99061253 3516709 7162632 1307658 278873125 0.48000 0.21000 0.31000 false false 48463564 137922723 186386287 36747155 787458415 305790756 518414814 766949 40306665 22064772 19008842 95478661 50286644 45192017 159790548 16354157 143436391 912438351 Marketable Equity Investments 97353065 F Private Equity Investments 38737231 F Fixed Income Investments 49438019 F Real Estate 27805570 F 213333885 Receivable from Trinity Health 75000000 INTEREST HELD PERPETUAL TRUST 9588171 Beneficial Interest in Trust 585959 Gift Property 910922 LUC/TRINITY HEALTH ESCROW 20001841 IFA '12 TAX EXEMPT BOND ESCROW 36253716 142340609 0 COND. ASSET RETIREMENT OBLIGATION 2590412 REFUNDABLE ADVANCES - LOANS 18426343 Pension and Other Post Retirement 51847323 72864078 Conservation Easements Schedule D, Part II, Question 5, 6, 7 and 9 Loyola 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 COLLECTION Schedule D, Part III, Question 3E Integration 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 explanation Schedule D, Part IV, Question 2b Loyola 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 Funds Schedule D, Part V, Question 4 The 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. true true true true true true true false false false false false false false false true false true SCHEDULE E, LINE 3 On 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. true Europe (Including Iceland and Greenland) Grantmaking 44631 Sub-Saharan Africa Grantmaking 145104 Central America and the Caribbean Grantmaking 54936 North America Grantmaking 8320 Central America and the Caribbean 1 Program Services Humanitarian Aid 566719 East Asia and the Pacific Program Services Int'l Immersion Prgm. 2531 Europe (Including Iceland and Greenland) 4 Program Services Field Research 568117 Middle East and North Africa 1 Program Services Promote entrepreneurs 74792 South America Program Services Int'l Immersion Prgm. 51501 South Asia Program Services Int'l Immersion Prgm. 6000 Sub-Saharan Africa Program Services Int'l Immersion Prgm. 41676 Europe (Including Iceland and Greenland) 1 58 Program Services STUDY ABROAD 7137004 Middle East and North Africa Program Services STUDY ABROAD 48903 East Asia and the Pacific 4 Program Services STUDY ABROAD 427432 Europe (Including Iceland and Greenland) Program Services CATHOLIC CONFERENCE 53726 Central America and the Caribbean Investments FOREIGN INVESTMENTS 19611059 1 68 1 68 28842451 28842451 Sub-Saharan Africa Modeling the Epidemiologic Transition research 58584 WIRE TFR Cent. America/Caribbean Modeling the Epidemiologic Transition research 54936 WIRE TFR Sub-Saharan Africa Modeling the Epidemiologic Transition research 43200 WIRE TFR Sub-Saharan Africa Severity of Sickle Cell Disease 43320 WIRE TFR North America Genetics of Hypertension in Blacks research 8320 WIRE TFR Europe/Iceland/Greenland MOTS RESEARCH 44631 WIRE TFR 6 Fellowship Europe/Iceland/Greenland 18 390642 WIRE TFR. Scholarship Europe/Iceland/Greenland 23 723111 WIRE TFR true false false false true false Organization's Procedures for Monitoring Use of Grant Funds Outside the US Schedule F, Part 1, Question 2 Any 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 reported Schedule 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. X X X X X X X true Campbell Company Training false 0 19912 Ter Molen Watkins Brandt CONSULTING false 0 10213 Christina Pulawski Consulting Research false 0 15472 0 45597 AL AK AZ AR CA CO CT DE DC FL GA HI ID IL IN IA KS KY LA ME MD MA MI MN MS MO MT NE NV NH NJ NM NY NC ND OH OK OR PA RI SC SD TN TX UT VT VA WA WV WI WY Stritch DINNER 571700 445550 126150 172391 163384 10000 44183 Founder Dinner 398286 315211 83075 115780 109559 2841 75582 0 969986 760761 209225 288171 272943 12841 119765 693720 -484495 Amounts paid to consultants for fundraising, training and consulting Form 990, Schedule G, Part I, Line 2b During 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. true Bradley University 1501 West Bradley Ave Peoria IL 61625 370661494 501 (c)(3) 8500 SURVEY TAFT HOMES RESIDENTS ON COMMUNITY NEEDS RELATED TO REDEVELOPMENT. Cares 5000 S Fifth Ave Bldg One Hines IL 60141 363334177 501 (c)(3) 24767 Health Services research Case Western Reserve University 10900 Euclid Avenue Cleveland OH 44106 341018992 501 (c)(3) 31837 Develop statistical methods Children's Hospital Boston PO Box 414413 Boston MA 02241 042774441 501 (c)(3) 9721 RESEARCH ON THE GENETICS OF HYPERTENSION IN BLACKS. Children's Memorial Hospital 225 E Chicago Ave Chicago IL 60611 362170833 501 (c)(3) 6086 OBESITY RESEARCH Christ The King College 5088 W Jackson Blvd Chicago IL 60644 364067307 501 (c)(3) 10000 SPONSORSHIP KING OF HEARTS GALA City Colleges Of Chicago 226 West Jackson Blvd Chicago IL 60606 362606236 501 (c)(3) 14957 DEVELOPMENT OF CHEM CURRICULUM Depaul University 1 East Jackson Blvd Chicago IL 60604 362167048 501 (c)(3) 13252 MIGRATION AND IMMIGRANT INTEGRATION RESEARCH Drexel University 3201 Arch St Philadelphia PA 19104 231352630 501 (c)(3) 28688 OBESITY RESEARCH Guest House Inc 1601 Joslyn Rd Lake Orion MI 48360 381557146 501 (c)(3) 10000 GUEST HOUSE BENEFIT DINNER Hematology Oncology Consultants 100 Spalding Drive Naperville IL 60540 363082580 18320 BREAST CANCER THERAPY RESEARCH Hines Va Hospital PO Box 1490 Hines IL 60141 363767770 501 (c)(3) 170622 MOLECULAR PHARMACOLOGY, THERAPEUTICS & NEUROSCIENCE RESEARCH Illinois Institute Of Technology 3300 S Federal St Chicago IL 60616 362170136 501 (c)(3) 78220 CARDIOVASCULAR RESEARCH Indiana University PO Box 66057 Indianapolis IN 46266 356001673 501 (c)(3) 222488 CHEMOKINE-MEDIATED MODULATION OF OPIOID INDUCED PAIN RESEARCH Lawrence Livermore National Laboratory PO Box 5516 Livermore CA 94551 205624386 501 (c)(3) 242000 ANTHRAX VACCINATION RESEARCH Medical University Of South Carolina 19 Hagood Ave Ste 303 Charleston SC 29425 576000722 501(c)(3) 605729 MODULATING TOLERANCE IN A SPONTANEOUS MOUSE RESEARCH MODEL OF AUTOIMMUNE VITILIGO Michigan State University 301 Adm Bldg East Lansing MI 48824 386005984 501(c)(3) 148170 Sexuality in adolescents research Oregon State University Office of Post Award Adm PO BOX 1086 Corvalis OR 97331 481278540 501(c)(3) 49183 Restoring Wetland Biodiversity Purdue University 401 S Grant St West Lafayette IN 47907 356002041 501(c)(3) 344312 Mechanisms of viral proteases research University Of California 1850 Research Pk Dr Sacramento CA 95817 946036493 501(c)(3) 15576 Leukemia research University Of Chicago 5801 S Ellis Ave Chicago IL 60637 362177139 501(c)(3) 45491 Cancer & Homelessness Research University Of Illinois At Chicago 1737 W Polk St 310 AOB M/C 672 Chicago IL 60612 376000511 501(c)(3) 45968 Teachers training & HIV research University Of New Mexico MSC 05 3180-1 Albuquerque NM 87131 856000642 501(c)(3) 10037 Motivational interviewing University Of Wisconsin - Madison 21 North Park St Madison WI 53715 396006492 501(c)(3) 85170 Mechanical ventilation study American Quality Schools Corp 850 West Jackson Chicago IL 60607 364298732 501(c)(3) 36991 Federal work study Asian Human Services 4753 North Broadway 700 Chicago IL 60640 363698770 501(c)(3) 36581 Federal work study BLACK MEN'S XCHANGE NATIONAL 1396 FALLS RIVER DR CONYERS GA 30013 272330266 501(c)(3) 40930 RESEARCH Centro Romero 6216 North Clark Street Chicago IL 60660 363517408 501(c)(3) 19590 Federal work study Chicago House and Social Service Agency 1925 North Clybourn 401 Chicago IL 60614 363376432 501(c)(3) 14475 Federal work study Chicago International Charter School 2235 N Hamilton St Chicago IL 60647 992737640 501(c)(3) 8389 Federal work study Community Counseling Center of Chicago 4740 N Clark Chicago IL 60640 237115384 501(c)(3) 5518 Federal work study Community Shares of Illinois 44 East Main 208 Champaign IL 61820 363073918 501(c)(3) 12258 Federal work study Edgewater Chamber of Commerce 1210 West Rosedale Avenue Chicago IL 60660 363311042 501(c)(3) 9081 Federal Work Study Family Matters 7731 N Marshfield Ave Chicago IL 60626 363588490 501(c)(3) 10082 Federal Work Study FEMI Memorial Outreach Fund 5875 N Lincoln Ave Chicago IL 60659 030549622 501(c)(3) 17133 Federal Work Study Hamdard Center 1542 W Devon Ave Chicago IL 60660 363917885 501(c)(3) 32403 Federal Work Study Housing Opportunities for Women 1607 W Howard St Chicago IL 60626 363263818 501(c)(3) 8317 Federal Work Study Howard Area Community 7648 N Paulina Chicago IL 60626 363008606 501(c)(3) 23911 Federal Work Study Indo American Center 6328 N California Ave Chicago IL 60659 363689665 501(c)(3) 21863 Federal Work Study Legal Assistance Fund of Metropolitan Chicago 111 West Jackson Ave Chicago IL 60604 362754650 501(c)(3) 8472 Federal Work Study Living Water Community Church 6808 North Ashland Blvd Chicago IL 60626 364404672 501(c)(3) 39443 Federal Work Study McGaw YMCA 1000 Grove Street Evanston IL 60201 362169194 501(c)(3) 25455 Federal Work Study Office of Catholic Schools 835 North Rush Street Chicago IL 60611 362170826 501(c)(3) 20875 Federal Work Study Sacred Heart Schools 6250 North Sheridan Chicago IL 60660 362170839 501(c)(3) 71941 Federal Work Study Southeast Asia Center 1134 W Ainslie STE 300 Chicago IL 60640 363168093 501(c)(3) 21302 Federal Work Study Test Positive Aware Network 5537 N Broadway Chicago IL 60640 363591116 501(c)(3) 9352 Federal Work Study United Church of Rogers Park 1545 W Morse Ave Chicago IL 60626 362677402 501(c)(3) 9628 Federal Work Study Youth Organizations Umbrella Inc 1027 Sherman Avenue Evanston IL 60202 362734966 501(c)(3) 100567 Federal Work Study NAVAL SURFACE WARFARE CENTER 17632 DAHLGREN RD DAHLGREN VA 22448 520592178 501(C)(3) 104854 BIO-THREAT AGENT RESEARCH NORTH DAKOTA STATE UNIVERSITY PO BOX 6050 FARGO ND 58108 456002439 501(C)(3) 23259 MODERN METHODS IN CALCULUS OF VARIATIONS RESEARCH NORTHWESTERN UNIVERSITY 633 CLARK ST EVANSTON IL 60208 322167817 501(C)(3) 16441 OBESITY RESEARCH PACE UNIVERSITY ONE PACE PLAZA NEW YORK NY 10038 135562314 501(C)(3) 7109 LAUNCH KNOWLEDGE WEBSITE ON VIRGINIA WOOLF'S TO THE LIGHTHOUSE PEORIA OPPORTUNITIES FOUNDATION 301 NE JEFFERSON PEORIA IL 61602 371392514 501(C)(3) 8500 SURVEY TAFT HOMES RESIDENTS ON COMMUNITY NEEDS RELATED TO REDEVELOPMENT RESEARCH FOUND FOR THE STATE UNIV OF NY 230 WEST 41ST ST NEW YORK NY 74906 131988190 501(C)(3) 38648 INFLUENCE OF OYSTER RESTORATION RESEARCH RUSH UNIVERSITY MEDICAL CENTER 1725 W HARRISON CHICAGO IL 60612 362174823 501(C)(3) 96133 ORAL HIV VACCINE RESEARCH SAINT AGNES OF BOHEMIA PARISH 2643 S CENTRAL PARK CHICAGO IL 60623 362170807 501(C)(3) 10000 SUPPORT FOR THE PASTORAL EXCELLENCE PROGRAM SAINT CATHERINE LABOURNE 3525 THORNWOOD AVE GLENVIEW IL 60026 362478258 501(C)(3) 10000 SUPPORT FOR PASTORAL EXCELLENCE PROGRAM SAINT JOSEPH SEMINARY 6551 SHERIDAN ROAD CHICAGO IL 60626 362170826 501(C)(3) 27900 STAINED GLASS WINDOWS FOR NEW CHAPEL SAINT MARY OF THE LAKE PARISH 4200 N SHERIDAN ROAD CHICAGO IL 60613 362171076 501(C)(3) 6500 SUPPORT FOR PASTORAL EXCELLENCE PROGRAM UNIVERSITY OF IOWA B5 JESSUP HALL IOWA CITY IA 52242 426004813 501(C)(3) 32472 ENTRY & PATHOGENESIS OF CORONA VIRUSES RESEARCH UNIVERSITY OF KANSAS 2385 IRVING HILL ROAD LAWRENCE KS 55342 480680117 501(C)(3) 5928 SEROTONIN REUPTAKE INHIBITORS RESEARCH CABRINI GREEN LEGAL AID 740 NORTH MILWAUKEE AVE CHICAGO IL 60642 362775706 501(C)(3) 5625 FEDERAL WORK STUDY CAMBODIAN ASSOCIATION OF ILLINOIS 2831 WEST LAWRENCE AVE CHICAGO IL 60625 363129057 501(C)(3) 8046 FEDERAL WORK STUDY CHICAGO JEWISH DAY SCHOOL 5959 N SHERIDAN ROAD CHICAGO IL 60660 364437180 501(C)(3) 7192 FEDERAL WORK STUDY CHICAGO PUBLIC SCHOOLS 640 W SCOTT ST CHICAGO IL 60610 366005821 501(C)(3) 19380 FEDERAL WORK STUDY CIRCESTEEM 4730 N SHERIDAN RD CHICAGO IL 60640 360050649 501(C)(3) 9057 FEDERAL WORK STUDY ILLINOIS ACTION FOR CHILDREN 4753 N BROADWAY CHICAGO IL 60640 362712912 501(C)(3) 6867 FEDERAL WORK STUDY IMMANUEL LUTHERAN CHURCH 1500 w ELMDALE AVE CHICAGO IL 60660 362284282 501(C)(3) 6957 FEDERAL WORK STUDY INSTITUTO HEALTH SCIENCES CAREER ACADEMY 2520 S WESTERN AVE CHICAGO IL 60608 271488618 501(C)(3) 9321 FEDERAL WORK STUDY LYCEE FRANCAIS DE CHICAGO 613 W BITTERSWEET PL CHICAGO IL 60613 364002001 501(C)(3) 7398 FEDERAL WORK STUDY MUSLIM WOMEN RESOURCE CENTER 6349 N WESTERN AVE CHICAGO IL 60659 680489248 501(C)(3) 7847 FEDERAL WORK STUDY NATIONAL RUNAWAY SWITCHBOARD 3080 NORTH LINCOLN AVE CHICAGO IL 60657 362726331 501(C)(3) 5524 FEDERAL WORK STUDY NORTHSIDE CATHOLIC ACADEMY 6216 N GLENWOOD AVE CHICAGO IL 60660 363956710 501(C)(3) 7704 FEDERAL WORK STUDY VIETNAMESE ASSOCIATION OF ILLINOIS 5110 NORTH BROADWAY CHICAGO IL 60640 362882292 501(C)(3) 5783 FEDERAL WORK STUDY Children's Memorial Hospital 225 E Chicago Ave Chicago IL 60611 362170833 501(c)(3) 9968 Federal Work Study 73 2 Scholarships to Individuals 10859 129484473 Fellowships 140 704155 Form 990, Schedule I Description of Organization's Procedures for Monitoring the Use of Grants All 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. X X true true X X X true false false false false false false true false Pamela G Costas 183047 0 15000 0 412 0 15595 0 8949 0 223003 0 0 0 Richard L Gamelli MD 561848 0 0 0 1782 0 30930 0 16263 0 610823 0 0 0 Philip D Hale 166854 0 0 0 565 0 17486 0 9414 0 194319 0 0 0 Jonathan R Heintzelman 263966 0 0 0 2809 0 24876 0 16295 0 307946 0 0 0 Emilio Iodice 204062 0 0 0 119835 0 15999 0 1963 0 341859 0 0 0 Eric C Jones 158471 0 0 0 240 0 13611 0 26544 0 198866 0 0 0 Robert D Kelly 217968 0 0 0 308 0 17909 0 14552 0 250737 0 0 0 Thomas M Kelly 204536 0 15000 0 489 0 18199 0 19328 0 257552 0 0 0 William G Laird 297180 0 0 0 3220 0 24682 0 19369 0 344451 0 0 0 Wayne Magdziarz 250614 0 0 0 909 0 23361 0 7987 0 282871 0 0 0 Susan Malisch 241100 0 0 0 577 0 22250 0 11080 0 275007 0 0 0 Ellen Kane Munro 238967 0 10000 0 2895 0 24997 0 16889 0 293748 0 0 0 John P Pelissero PHD 292658 0 0 0 2100 0 24682 0 21239 0 340679 0 0 0 Kelly Shannon 182750 0 50 0 649 0 19884 0 21698 0 225031 0 0 0 Francis Fennell Jr 203125 0 0 0 2355 0 18849 0 16980 0 241309 0 0 0 Abolhassan Jalilvand 233485 0 0 0 1636 0 22595 0 22932 0 280648 0 0 0 Linda Brubaker MD 307654 0 0 0 0 0 9622 0 25599 0 342875 0 0 0 Pieter DeTombe 306473 0 0 0 1167 0 24431 0 38428 0 370499 0 0 0 Tarun Patel 317399 0 0 0 2219 0 28219 0 8670 0 356507 0 0 0 James Whitesell 69596 0 0 0 283509 0 8415 0 4065 0 365585 0 0 0 David Yellen 374941 0 15000 0 1242 0 24258 0 65967 0 481408 0 0 0 John Frendreis Former Prov 180069 0 0 0 1104 0 19884 0 23839 0 224896 0 0 0 Philip R Kosiba 113353 0 10000 0 1049 0 12785 0 5104 0 142291 0 0 0 Housing allowance or residence for personal use Schedule J, Part I, Question 1a Father 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 payments Schedule J, Part I, Question 1a Emilio 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 Payment SCHEDULE J, PART I, QUESTION 4A James 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 payments SCHEDULE J, PART I, QUESTION 7 Several persons listed in Part VII, Section A, line 1a received performance bonuses during calendar year 2011. ILLINOIS FINANCE AUTHORITY 861091967 45200B2C1 2007-04-12 28980884 REFUND 1997A BONDS ISSUED 07/09/97 false false false ILLINOIS FINANCE AUTHORITY 861091967 45203TAC0 2008-06-04 80000000 REFUND & NEW CONST.; SEE PART VI false false false ILLINOIS FINANCE AUTHORITY 861091967 45203HHM7 2012-05-31 104526524 REFUND & NEW CONST.; SEE PART VI false false false 710000 0 28980884 0 0 0 330482 0 0 0 28650402 0 2007 true false true true 5960000 0 80082002 0 0 0 0 0 0 45131597 34950405 0 2009 true false true true 0 0 104526675 0 0 43691130 391389 0 0 24190440 0 36253716 2014 false true false true 0.00000 0.00000 0.00000 false true true true false 0.00000 0.00000 0.00000 true false false false false 0.00000 0.00000 0.00000 true false false false 0 false 0 false true false true false 0 false 0 false true false false false 0 false 0 false true X See Schedule O 0 Robert D Kelly - purchase of house X 100000 108892 false false true 108892 Michael Beazley Family Member of Trustee 64768 Employment false Business Transactions with interested persons Form 990, Schedule L, Part IV Bernard J. Beazley, Trustee, now deceased, had a family member employed by the reporting organization. X 8 2064760 opinions of experts X 1101 cost/selling price X 7702 cost/selling price X 48 676461 cost/selling price X 18 1685 cost/selling pric X 7 3542 cost/selling pric X 1 4980 opinions of experts X Other - Miscellaneous 362 555726 cost/selling price 7 false true true THIRD PARTY PROCESSING OF CONTRIBUTIONS SCHEDULE M, LINE 32B The University maintains brokerage relationships to facilitate the processing and selling of securities received from donors. Describe the Process used by Management &/or Governing Body to Review 990 Form 990, Part VI, Question 11 The 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 Interest Form 990, Part VI, Question 12c Each 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 Begun Form 990, Part VI, Question 15a, 15b Executive 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 Public Form 990, Part VI, Question 19 The 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 Employees Form 990, Part VII, Section A, Line 1a Father 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 Balances Form 990, Part XI, Line 5 Unrealized 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 Purpose FORM 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 Purpose FORM 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 ISSUE FORM 990, SCHEDULE K, PART II, LINE 3 COLUMN 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 DISCREPANCY FORM 990, SCHEDULE K, PART II, LINE 10, COLUMN B ACCORDING 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 CONTRACTS FORM 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 CONTRACTS FORM 990, SCHEDULE K, PART III, LINE 3C, COLUMN B ALTHOUGH 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 Percentage Form 990, Schedule K, Part III, Lines 4-6, Columns B and C Anticipated Private use was carved out of the bond financing and funded with equity at the time of the debt issuance. REBATE EXCEPTION FORM 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. Loyola Management Company 820 N Michigan Avenue Chicago IL 60611 363858492 Title Holding IL 501(c)(2) N/A LUC true Mundelein College 820 N Michigan Avenue Chicago IL 60611 362179799 Education IL 501(c)(3) 2 LUC true Krasa Family Trust PO BOX 803878 Chicago IL 60680 366828217 Support LUC IL 501(c)(3) 11 NA true Loyola Rome Center Foundation Via Massimi 114/a ROME IT SUPPORT IT 501(C)(3) LUC true false false true false false false false false false false false false false false false false false false KRASA FAMILY TRUST C 230503 CASH