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LOYOLA UNIVERSITY OF CHICAGO: Form 990, tax year 2010

View the entire original 990 at ProPublica ↗

Organization
LOYOLA UNIVERSITY OF CHICAGO (EIN 36-1408475)
Tax period
2010-07-01 to 2011-06-30
Filed
2012-05-11
IRS object ID
201211329349300966
Schema version
2010v3.7
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)
Timestamp2012-05-11T09:22:24-05:00Timestamp
Tax Period End Date2011-06-30TaxPeriodEndDate

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 SUITE 2600AddressLine1
CityINDIANAPOLISCity
StateINState
ZIP Code46204ZIPCode
FieldValueIRS element (for citing)
Return Type990ReturnType
Tax Period Begin Date2010-07-01TaxPeriodBeginDate

Filer Filer

FieldValueIRS element (for citing)
EIN361408475EIN

Name Name

FieldValueIRS element (for citing)
Business Name Line1Loyola University of ChicagoBusinessNameLine1
FieldValueIRS element (for citing)
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 FOR FINANCE & CFOTitle
Date Signed2012-05-10DateSigned

Preparer Preparer

FieldValueIRS element (for citing)
Phone3176817000Phone
FieldValueIRS element (for citing)
Tax Year2010TaxYear
Build TS2016-02-24 21:20:13ZBuildTS

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 Receipts806253547GrossReceipts
Group Return For AffiliatesfalseGroupReturnForAffiliates
Organization501c3XOrganization501c3
Web Sitewww.luc.eduWebSite
Type Of Organization CorporationXTypeOfOrganizationCorporation
Year Formation1909YearFormation
State Legal DomicileILStateLegalDomicile
Activity Or Mission DescriptionWe are the nation's largest Jesuit, Catholic University with 16,000 undergraduate, graduate, and doctoral students. We work to expand Knowledge through learning, justice, and faith.ActivityOrMissionDescription
Nbr Voting Members Governing Body49NbrVotingMembersGoverningBody
Nbr Independent Voting Members48NbrIndependentVotingMembers
Total Nbr Employees7043TotalNbrEmployees
Total Nbr Volunteers216TotalNbrVolunteers
Total Gross UBI512600TotalGrossUBI
Net Unrelated Business Txbl Income-242898NetUnrelatedBusinessTxblIncome
Contributions Grants Prior Year158919450ContributionsGrantsPriorYear
Contributions Grants Current Year91240626ContributionsGrantsCurrentYear
Program Service Revenue Prior Year464175929ProgramServiceRevenuePriorYear
Program Service Revenue CY487897862ProgramServiceRevenueCY
Investment Income Prior Year20749280InvestmentIncomePriorYear
Investment Income Current Year22690241InvestmentIncomeCurrentYear
Other Revenue Prior Year5289901OtherRevenuePriorYear
Other Revenue Current Year4036462OtherRevenueCurrentYear
Total Revenue Prior Year649134560TotalRevenuePriorYear
Total Revenue Current Year605865191TotalRevenueCurrentYear
Grants And Similar Amnts Prior Year117523415GrantsAndSimilarAmntsPriorYear
Grants And Similar Amnts CY126636507GrantsAndSimilarAmntsCY
Benefits Paid To Members Prior Year0BenefitsPaidToMembersPriorYear
Benefits Paid To Members CY0BenefitsPaidToMembersCY
Salaries Etc Prior Year239406595SalariesEtcPriorYear
Salaries Etc Current Year252471904SalariesEtcCurrentYear
Total Prof Fundrsng Exp Prior Year73633TotalProfFundrsngExpPriorYear
Total Prof Fundrsng Exp CY30797TotalProfFundrsngExpCY
Total Fundrsng Exp Current Year9937225TotalFundrsngExpCurrentYear
Other Expense Prior Year154793279OtherExpensePriorYear
Other Expenses Current Year156870471OtherExpensesCurrentYear
Total Expenses Prior Year511796922TotalExpensesPriorYear
Total Expenses Current Year536009679TotalExpensesCurrentYear
Revenues Less Expenses Prior Year137337638RevenuesLessExpensesPriorYear
Revenues Less Expenses CY69855512RevenuesLessExpensesCY
Total Assets BOY1218137699TotalAssetsBOY
Total Assets EOY1558027159TotalAssetsEOY
Total Liabilities BOY455523755TotalLiabilitiesBOY
Total Liabilities EOY463157603TotalLiabilitiesEOY
Net Assets Or Fund Balances BOY762613944NetAssetsOrFundBalancesBOY
Net Assets Or Fund Balances EOY1094869556NetAssetsOrFundBalancesEOY
Info In Schedule O Part IIIXInfoInScheduleOPartIII
Mission DescriptionLOYOLA UNIVERSITY CHICAGO IS THE NATION'S LARGEST JESUIT, CATHOLIC UNIVERSITY WITH AN ENROLLMENT OF APPROXIMATELY 16,000 UNDERGRADUATE, GRADUATE, AND DOCTORAL STUDENTS. WE ARE A DIVERSE COMMUNITY SEEKING GOD IN ALL THINGS AND WORKING TO EXPAND KNOWLEDGE IN THE SERVICE OF HUMANITY THROUGH LEARNING, JUSTICE, AND FAITH.MissionDescription
Significant New Program ServicesfalseSignificantNewProgramServices
Significant ChangefalseSignificantChange
Expense393299443Expense
Grants122322927Grants
Revenue443373535Revenue
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)
Expense42862000Expense
Grants3418730Grants
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)
Expense43990000Expense
Grants894850Grants
Revenue47531597Revenue
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 Expense480151443TotalProgramServiceExpense
Described In501 C3trueDescribedIn501C3
Schedule B RequiredtrueScheduleBRequired
Political ActivitiesfalsePoliticalActivities
Lobbying ActivitiestrueLobbyingActivities
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 IndividualsfalseMoreThan5000KToIndividuals
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 OrgtrueTransfersToExemptNonChrtblOrg
Activities Conducted PartnershipfalseActivitiesConductedPartnership
Schedule O RequiredtrueScheduleORequired
Info In Schedule O Part VXInfoInScheduleOPartV
Number Forms Transmitted With109617372NumberFormsTransmittedWith1096
Number W2 G Included0NumberW2GIncluded
Compliance With Backup WitholdingtrueComplianceWithBackupWitholding
Number Of Employees7043NumberOfEmployees
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 Members49NbrVotingGoverningBodyMembers
Number Independent Voting Members48NumberIndependentVotingMembers
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
FieldValueIRS element (for citing)
Info In Schedule O Part VIIXInfoInScheduleOPartVII

Form990 Part VII Section A Form990PartVIISectionA (74 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
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
Frank Hogan III
Trustee1.0X000
Christina M Johnson-Wolff
Trustee1.0X000
Patrick J Kelly
Trustee1.0X000
Richard J Klarchek
Trustee1.0X000
William C Kunkler III
Trustee1.0X000
Michael R Leyden
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 Emeritus, Trustee1.0X000X
John E Rooney
Trustee1.0X000
Bradley M Schaeffer SJ
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
Jackie Taylor Holsten
Trustee1.0X000
Terese Terry
Trustee1.0X000
Mary Tolan
Trustee1.0X000
Edward Wanandi
Trustee1.0X000
Kevin W Wildes SJ
Trustee1.0X000
Mary Anna Zollmann BVM
Trustee1.0X000
Pamela G Costas
ASST. SECR. & DEPUTY GEN. CNSL40.0178590022038X
Richard L Gamelli MD
SR. VP & PROVOST HEALTH SVCS10.049650054248034569X
Philip D Hale
VP for Government Affairs40.0163469022193X
Jonathan R Heintzelman
Sr. VP for Advancement40.0249758036296X
Emilio Iodice
VP, Dir. John Felice Rome Cntr40.0285648019055X
Eric C Jones
Assistant Treasurer40.0152913029926X
Robert D Kelly
VP for Student Development40.0238185029432X
Thomas M Kelly
Sr. VP for Admin Svcs & CHRO40.0187910031165X
Philip R Kosiba
VP for Facilities40.0214342029114X
William G Laird
Sr. VP for Finance & CFO40.0273196039296X
Wayne Magdziarz
Sr. VP for Capital Planning40.0224781027712X
Susan Malisch
VP & Chief Information Officer40.0224449019252X
Ellen Kane Munro
Sr. VP, Gen. Counsel & Secr.40.0222532038220X
John P Pelissero PHD
Provost for Lakeside Campuses40.0279970044521X
Kelly Shannon
VP for University Mktg & Comm40.0171085035291X
Paul K Whelton MD
VP Hlth Sci and Pres CEO LUHS1.00928737415488X
Francis Fennell Jr
Dean, College of Arts & Sci40.0199903029509X
Abolhassan Jalilvand
Dean, School of Business40.0259890053779X
Mamdouh Bakhos MD
Prof/Chair Thor. & Cardio Surg5.00106635627164X
Alexander Ghanayem MD
Prof/Chief of Spine Surgery2.0074809667244X
Bruce Lewis MD
Prof of Medicine, Cardio Div.2.0078788738316X
Terry Light MD
Prof/Chair Ortho Surg & Rehab5.013810061343338054X
Guido Marra MD
Asst. Prof/Chief Shldr & Elbow2.0075193638054X
Anthony Barbato MD
VP of Health Sciences (Former)0.002081751807X
John Frendreis
Provost (Former)40.0202291040550X
FieldValueIRS element (for citing)
Total Reportable Comp From Org4363512TotalReportableCompFromOrg
Total Reportable Comp Frm Rltd Orgs5647100TotalReportableCompFrmRltdOrgs
Total Other Compensation1208045TotalOtherCompensation
Number Individuals GT100 K415NumberIndividualsGT100K
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 S BENCH STGALENAIL61036Architect/Planning1832261
THE FREE ENTERPRISE SYSTEM
ONE SODREL DRIVEJEFFERSONVILLEIN47130SHUTTLE BUS SERVICES1141065
JJR LLC
110 MILLER AVENUEANN ARBORMI48104LANDSCAPE ARCHITECT703052
ROYALL CO
1920 E PARHAM RDRICHMONDVA232282206ENROLLMENT MNGMT SVC560637
DELOITTE TOUCHE LLP
4205 COLLECTION CENTER DRIVECHICAGOIL60693AUDIT/FINANCIAL530800
FieldValueIRS element (for citing)
Number Of Contractors GT100 K17NumberOfContractorsGT100K
Fundraising Events825039FundraisingEvents
Related Organizations18453274RelatedOrganizations
Government Grants40126830GovernmentGrants
All Other Contributions31835483AllOtherContributions
Noncash Contributions2501613NoncashContributions
Total Contributions91240626TotalContributions

Program Service Revenue ProgramServiceRevenue (3 entries)

DescriptionDescriptionBusiness CodeBusinessCodeTotal Revenue ColumnTotalRevenueColumnRelated Or Exempt Function IncomeRelatedOrExemptFunctionIncome
Tuition & fees611710434771306434771306
AUXILIARY (SEE PART III, LINE 4C)6117104705804947058049
Other education and general61171060685076068507
FieldValueIRS element (for citing)
Total Program Service Revenue487897862TotalProgramServiceRevenue

Investment Income InvestmentIncome

FieldValueIRS element (for citing)
Total Revenue Column9132271TotalRevenueColumn
Unrelated Business Revenue39052UnrelatedBusinessRevenue
Exclusion$9,093,219ExclusionAmount

Income From Invest Bond Proceeds IncomeFromInvestBondProceeds

FieldValueIRS element (for citing)
Total Revenue Column0TotalRevenueColumn

Royalties Revenue RoyaltiesRevenue

FieldValueIRS element (for citing)
Total Revenue Column2150157TotalRevenueColumn
Related Or Exempt Function Income2150157RelatedOrExemptFunctionIncome

Gross Rents GrossRents

FieldValueIRS element (for citing)
Real5621030Real

Less Rental Expenses LessRentalExpenses

FieldValueIRS element (for citing)
Real3986752Real

Rental Income Or Loss RentalIncomeOrLoss

FieldValueIRS element (for citing)
Real1634278Real

Net Rental Income Or Loss NetRentalIncomeOrLoss

FieldValueIRS element (for citing)
Total Revenue Column1634278TotalRevenueColumn
Exclusion$1,634,278ExclusionAmount

Gross Amount Sales Assets GrossAmountSalesAssets

FieldValueIRS element (for citing)
Securities205428000Securities
Other3656000Other

Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses

FieldValueIRS element (for citing)
Securities192697384Securities
Other2828646Other

Gain Or Loss GainOrLoss

FieldValueIRS element (for citing)
Securities12730616Securities
Other827354Other

Net Gain Or Loss Investments NetGainOrLossInvestments

FieldValueIRS element (for citing)
Total Revenue Column13557970TotalRevenueColumn
Exclusion$13,557,970ExclusionAmount
FieldValueIRS element (for citing)
Gross Income Fundraising Events264488GrossIncomeFundraisingEvents
Cntrbtns Rprtd Fundraising Events825039CntrbtnsRprtdFundraisingEvents
Fundraising Direct Expenses875574FundraisingDirectExpenses

Net Income From Fundraising Events NetIncomeFromFundraisingEvents

FieldValueIRS element (for citing)
Total Revenue Column-611086TotalRevenueColumn
Exclusion-$611,086ExclusionAmount

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 (2 entries)

DescriptionDescriptionBusiness CodeBusinessCodeTotal Revenue ColumnTotalRevenueColumnRelated Or Exempt Function IncomeRelatedOrExemptFunctionIncomeUnrelated Business RevenueUnrelatedBusinessRevenue
Interest on student loans611710389565389565
CONFERENCE SERVICES532000473548473548
FieldValueIRS element (for citing)
Total Other Revenue863113TotalOtherRevenue

Total Revenue TotalRevenue

FieldValueIRS element (for citing)
Total Revenue Column605865191TotalRevenueColumn
Related Or Exempt Function Income490437584RelatedOrExemptFunctionIncome
Unrelated Business Revenue512600UnrelatedBusinessRevenue
Exclusion$23,674,381ExclusionAmount

Grants To Domestic Orgs GrantsToDomesticOrgs

FieldValueIRS element (for citing)
Total3115821Total
Program Services3115821ProgramServices

Grants To Domestic Individuals GrantsToDomesticIndividuals

FieldValueIRS element (for citing)
Total123217777Total
Program Services123217777ProgramServices

Foreign Grants ForeignGrants

FieldValueIRS element (for citing)
Total302909Total
Program Services302909ProgramServices

Benefits To Members BenefitsToMembers

FieldValueIRS element (for citing)
Total0Total

Comp Current Officers Directors CompCurrentOfficersDirectors

FieldValueIRS element (for citing)
Total4529919Total
Program Services1629784ProgramServices
Management And General2550890ManagementAndGeneral
Fundraising349245Fundraising

Comp Disqual Persons CompDisqualPersons

FieldValueIRS element (for citing)
Total65520Total
Program Services65520ProgramServices

Other Salaries And Wages OtherSalariesAndWages

FieldValueIRS element (for citing)
Total195075099Total
Program Services171949867ProgramServices
Management And General18143813ManagementAndGeneral
Fundraising4981419Fundraising

Pension Plan Contributions PensionPlanContributions

FieldValueIRS element (for citing)
Total14726560Total
Program Services12570901ProgramServices
Management And General1701588ManagementAndGeneral
Fundraising454071Fundraising

Other Employee Benefits OtherEmployeeBenefits

FieldValueIRS element (for citing)
Total24810620Total
Program Services21398074ProgramServices
Management And General2684092ManagementAndGeneral
Fundraising728454Fundraising

Payroll Taxes PayrollTaxes

FieldValueIRS element (for citing)
Total13264186Total
Program Services12042585ProgramServices
Management And General1027325ManagementAndGeneral
Fundraising194276Fundraising

Fees For Services Management FeesForServicesManagement

FieldValueIRS element (for citing)
Total0Total

Fees For Services Legal FeesForServicesLegal

FieldValueIRS element (for citing)
Total479956Total
Program Services83529ProgramServices
Management And General396427ManagementAndGeneral

Fees For Services Accounting FeesForServicesAccounting

FieldValueIRS element (for citing)
Total538771Total
Management And General538771ManagementAndGeneral

Fees For Services Lobbying FeesForServicesLobbying

FieldValueIRS element (for citing)
Total0Total

Fees For Services Prof Fundraising FeesForServicesProfFundraising

FieldValueIRS element (for citing)
Total30797Total
Fundraising30797Fundraising

Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees

FieldValueIRS element (for citing)
Total1251182Total
Management And General1251182ManagementAndGeneral

Fees For Services Other FeesForServicesOther

FieldValueIRS element (for citing)
Total19752809Total
Program Services16009697ProgramServices
Management And General3463953ManagementAndGeneral
Fundraising279159Fundraising

Advertising Advertising

FieldValueIRS element (for citing)
Total3273260Total
Program Services1476983ProgramServices
Management And General1553587ManagementAndGeneral
Fundraising242690Fundraising

Office Expenses OfficeExpenses

FieldValueIRS element (for citing)
Total22351112Total
Program Services20737549ProgramServices
Management And General1056539ManagementAndGeneral
Fundraising557024Fundraising

Information Technology InformationTechnology

FieldValueIRS element (for citing)
Total9781245Total
Program Services5537687ProgramServices
Management And General4102236ManagementAndGeneral
Fundraising141322Fundraising

Royalties Royalties

FieldValueIRS element (for citing)
Total223393Total
Program Services223393ProgramServices

Occupancy Occupancy

FieldValueIRS element (for citing)
Total14570386Total
Program Services13205054ProgramServices
Management And General1098529ManagementAndGeneral
Fundraising266803Fundraising

Travel Travel

FieldValueIRS element (for citing)
Total617382Total
Program Services448545ProgramServices
Management And General23463ManagementAndGeneral
Fundraising145374Fundraising

Travel Entrtnmnt Public Officials TravelEntrtnmntPublicOfficials

FieldValueIRS element (for citing)
Total0Total

Conferences Meetings ConferencesMeetings

FieldValueIRS element (for citing)
Total6970842Total
Program Services6596323ProgramServices
Management And General265254ManagementAndGeneral
Fundraising109265Fundraising

Interest Interest

FieldValueIRS element (for citing)
Total10316951Total
Program Services8057748ProgramServices
Management And General2103007ManagementAndGeneral
Fundraising156196Fundraising

Payments To Affiliates PaymentsToAffiliates

FieldValueIRS element (for citing)
Total0Total

Depreciation Depletion DepreciationDepletion

FieldValueIRS element (for citing)
Total35906463Total
Program Services32279060ProgramServices
Management And General2932184ManagementAndGeneral
Fundraising695219Fundraising

Insurance Insurance

FieldValueIRS element (for citing)
Total368433Total
Program Services337426ProgramServices
Fundraising31007Fundraising

Other Expenses OtherExpenses (5 entries)

DescriptionDescriptionTotalTotalProgram ServicesProgramServicesManagement And GeneralManagementAndGeneralFundraisingFundraising
Institutional Support84843677575994391612516761
Operations and maintenance608286460119525579815114
Auxiliary765480975441719520515433
Sponsored Research2066383166494137768423758
All other expenses617986360681531078723838

Total Functional Expenses TotalFunctionalExpenses

FieldValueIRS element (for citing)
Total536009679Total
Program Services480151443ProgramServices
Management And General45921011ManagementAndGeneral
Fundraising9937225Fundraising

Cash Non Interest Bearing CashNonInterestBearing

FieldValueIRS element (for citing)
BOY21872BOY
EOY23025EOY

Savings And Temp Cash Investments SavingsAndTempCashInvestments

FieldValueIRS element (for citing)
BOY101826920BOY
EOY80331370EOY

Pledges And Grants Receivable PledgesAndGrantsReceivable

FieldValueIRS element (for citing)
BOY17055111BOY
EOY15405246EOY

Accounts Receivable AccountsReceivable

FieldValueIRS element (for citing)
BOY18079596BOY
EOY22779750EOY

Receivables From Officers Etc ReceivablesFromOfficersEtc

FieldValueIRS element (for citing)
BOY100353BOY
EOY106353EOY

Other Notes Loans Receivable Net OtherNotesLoansReceivableNet

FieldValueIRS element (for citing)
BOY42700301BOY
EOY21983447EOY

Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges

FieldValueIRS element (for citing)
BOY5393493BOY
EOY6084382EOY
FieldValueIRS element (for citing)
Land Buildings Equipment Basis1194686218LandBuildingsEquipmentBasis
Land Bldg Equipment Accum Deprec406858129LandBldgEquipmentAccumDeprec

Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet

FieldValueIRS element (for citing)
BOY691855437BOY
EOY787828089EOY

Investments Pub Traded Securities InvestmentsPubTradedSecurities

FieldValueIRS element (for citing)
BOY211910916BOY
EOY313124566EOY

Investments Other Securities InvestmentsOtherSecurities

FieldValueIRS element (for citing)
BOY119617593BOY
EOY87179215EOY

Other Assets Total OtherAssetsTotal

FieldValueIRS element (for citing)
BOY9576107BOY
EOY223181716EOY

Total Assets TotalAssets

FieldValueIRS element (for citing)
BOY1218137699BOY
EOY1558027159EOY

Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses

FieldValueIRS element (for citing)
BOY45858289BOY
EOY64387200EOY

Deferred Revenue DeferredRevenue

FieldValueIRS element (for citing)
BOY46474892BOY
EOY52047566EOY

Tax Exempt Bond Liabilities TaxExemptBondLiabilities

FieldValueIRS element (for citing)
BOY160992164BOY
EOY159948568EOY

Escrow Account Liability EscrowAccountLiability

FieldValueIRS element (for citing)
BOY1679814BOY
EOY1078677EOY

Mort Notes Pybl Secured Invest Prop MortNotesPyblSecuredInvestProp

FieldValueIRS element (for citing)
BOY12402188BOY
EOY14245928EOY

Unsecured Notes Loans Payable UnsecuredNotesLoansPayable

FieldValueIRS element (for citing)
BOY118201658BOY
EOY111710772EOY

Other Liabilities OtherLiabilities

FieldValueIRS element (for citing)
BOY69914750BOY
EOY59738892EOY

Total Liabilities TotalLiabilities

FieldValueIRS element (for citing)
BOY455523755BOY
EOY463157603EOY
FieldValueIRS element (for citing)
Follow SFAS117XFollowSFAS117

Unrestricted Net Assets UnrestrictedNetAssets

FieldValueIRS element (for citing)
BOY522067432BOY
EOY823952782EOY

Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets

FieldValueIRS element (for citing)
BOY115510534BOY
EOY139289841EOY

Permanently Restricted Net Assets PermanentlyRestrictedNetAssets

FieldValueIRS element (for citing)
BOY125035978BOY
EOY131626933EOY

Total Net Assets Fund Balances TotalNetAssetsFundBalances

FieldValueIRS element (for citing)
BOY762613944BOY
EOY1094869556EOY

Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances

FieldValueIRS element (for citing)
BOY1218137699BOY
EOY1558027159EOY
FieldValueIRS element (for citing)
Info In Schedule O Part XIXInfoInScheduleOPartXI
Reconcilation Revenue Expenses69855512ReconcilationRevenueExpenses
Reconcilation Other Changes262400100ReconcilationOtherChanges
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$212,878DirectContactLegislatorsAmount
Rallies DemonstrationsfalseRalliesDemonstrations
Other ActivitiesfalseOtherActivities
Total Lobbying Expenditures IIB212878TotalLobbyingExpendituresIIB
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 2011, the lobbying activities of the University involved contacts with legislators and their staffS at the Federal, State, and City levels. These contacts, through office visits, phone conversations, and large gatherings were principally for purposes of goodwill and for issues related to student financial aid and tax issues at the Federal, State, and City levels.Explanation

Schedule D IRS990ScheduleD

FieldValueIRS element (for citing)
Historic StructureXHistoricStructure
Total Number Of Easements4TotalNumberOfEasements
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

Art Public Exhibition Amts ArtPublicExhibitionAmts

FieldValueIRS element (for citing)
Revenues Included201500RevenuesIncluded
Assets In Part X13436314AssetsInPartX
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
Solicited Assets For SalefalseSolicitedAssetsForSale
Agent Trustee EtcfalseAgentTrusteeEtc
Included On FStrueIncludedOnFS

Current Year CurrentYear

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 Minus1 Year CurrentYearMinus1Year

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 Minus2 Years CurrentYearMinus2Years

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 Balance0.47100BoardDesignatedEOYBalance
Permanent Endowment EOY Balance0.52300PermanentEndowmentEOYBalance
Term Endowment EOY Balance0.00600TermEndowmentEOYBalance
Endowments Held By Unrelated OrgsfalseEndowmentsHeldByUnrelatedOrgs
Endowments Held By Related OrgsfalseEndowmentsHeldByRelatedOrgs

Land Land

FieldValueIRS element (for citing)
Investment Cost Or Other Basis44674987InvestmentCostOrOtherBasis
Other Cost Or Other Basis137093610OtherCostOrOtherBasis
Book Value181768597BookValue

Buildings Buildings

FieldValueIRS element (for citing)
Investment Cost Or Other Basis34113045InvestmentCostOrOtherBasis
Other Cost Or Other Basis782471099OtherCostOrOtherBasis
Depreciation326809780Depreciation
Book Value489774364BookValue

Leasehold Improvements LeaseholdImprovements

FieldValueIRS element (for citing)
Investment Cost Or Other Basis766949InvestmentCostOrOtherBasis
Other Cost Or Other Basis36991061OtherCostOrOtherBasis
Depreciation21405517Depreciation
Book Value16352493BookValue

Equipment Equipment

FieldValueIRS element (for citing)
Other Cost Or Other Basis84371542OtherCostOrOtherBasis
Depreciation42288675Depreciation
Book Value42082867BookValue

Other Land Buildings OtherLandBuildings

FieldValueIRS element (for citing)
Other Cost Or Other Basis74203925OtherCostOrOtherBasis
Depreciation16354157Depreciation
Book Value57849768BookValue
FieldValueIRS element (for citing)
Total Of Book Value Land Buildings787828089TotalOfBookValueLandBuildings
Financial DerivativesFinancialDerivatives
Closely Held Equity InterestsCloselyHeldEquityInterests

Other Securities OtherSecurities (4 entries)

DescriptionDescriptionBook ValueBookValueMethod Of ValuationMethodOfValuation
Marketable Equity Investments149809F
Private Equity Investments44880566F
Fixed Income Investments19015014F
Real Estate23133826F
FieldValueIRS element (for citing)
Total Of Book Value Securities87179215TotalOfBookValueSecurities

Other Assets OtherAssets (4 entries)

DescriptionDescriptionBook ValueBookValue
RECEIVABLE FROM TRINITY HEALTH212003000
INTEREST IN PERPETUAL TRUST9846587
BENEFICIAL INTEREST IN TRUST608994
GIFT PROPERTY723135
FieldValueIRS element (for citing)
Total Book Value Other Assets223181716TotalBookValueOtherAssets
Federal Income Tax Liability0FederalIncomeTaxLiability

Other Liabilities OtherLiabilities (3 entries)

DescriptionDescriptionAmountAmount
Conditional Asset Retirement Obligation$2,731,147
Refundable Student Loans$18,132,128
Pension and Other Post Retirement$38,875,617
FieldValueIRS element (for citing)
Total Of Amounts59738892TotalOfAmounts

Form990 Schedule D Part XIV Form990ScheduleDPartXIV (5 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 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 College Skyscraper. There is no specific written policy regarding the periodic monitoring, inspection, violations, and enforcement of the conservation easements held by the University. However, the Office of the General Counsel and the University's Capital Planning Group are aware of the regulations attached to these buildings, as dictated by the National Register of Historic Places and the Commission on Chicago Landmarks. As such, before any changes, modifications or renovations are made to these structures, the appropriate rules and regulations are reviewed and followed. It is estimated that staff members spend approximately ten hours annually on these activities. Additionally, the conservation easements related to the aforementioned buildings are not reported in either the balance sheet or the revenue and expense statement of the University, as there is no book value to the easements. They are solely measures in place to protect the historical integrity of the buildings.
Description and purpose of organization's art collectionsSchedule D, Part III, Question 4The Loyola University Museum of Art (LUMA) Collection was developed foR new acquisitions of art that address the LUMA mission as a complement to the D'Arcy Collection and includes art and artifacts from antiquities to the present. Recent acquisitions have included Neolithic sculpture, contemporary prints, drawings, photographs and textiles. LUMA is dedicated to the exploration, promotion and understanding of art and artistic expression that attempts to illuminate the enduring spiritual questions and concerns of all cultures and societies. The Museum interprets and displays the University's Medieval and Renaissance collection, known as the Martin D'Arcy, S.J. Collection, other Museum permanent collections and rotating exhibitions. As a museum with an interest in education and educational programming, the Loyola University Museum of Art reflects the University's Jesuit Mission and is dedicated to helping men and women of all creeds explore the roots of their own faith and spiritual quest.
Balance Sheet Escrow Liabilities explanationSchedule D, Part IV, Question 2bLoyola holds assets for various student organizations, study abroad programs, and third-party scholarship awarders 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.
Other AssetsPart X, Line 15The increase in other assets is primarily related to Loyola University Chicago's recent transaction with Trinity Health Corporation. Loyola University Chicago has or will receive $212 million in total consideration from Trinity Health related to the sale of Loyola University Health System.

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 23, 2011 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 ExpendituresTotalExpendituresSpecific Services ProvidedSpecificServicesProvidedNumber Of EmployeesNumberOfEmployeesNumber Of OfficesNumberOfOffices
Europe (Including Iceland and Greenland)Grantmaking144082
Sub-Saharan AfricaGrantmaking107728
Central America and the CaribbeanGrantmaking46099
South AsiaGrantmaking5000
Central America and the CaribbeanProgram Services774985Training of teachers
East Asia and the PacificProgram Services468472Study abroad programs3
Europe (Including Iceland and Greenland)Program Services385811Field Research4
Middle East and North AfricaProgram Services12072Study abroad programs
North AmericaProgram Services12186Archeological FieldwK
Russia and the Newly Independent StatesProgram Services72894Field Research1
South AmericaProgram Services30185INTL Service Trip
Sub-Saharan AfricaProgram Services42270Field Research
Europe (Including Iceland and Greenland)Program Services6142761Study Abroad programs531
South AmericaProgram Services3000Study Abroad Programs
Central America and the CaribbeanInvestments3572071Foreign investment K1
Central America and the CaribbeanProgram Services151336Malpractice Insurance
FieldValueIRS element (for citing)
Subtotal Number Of Offices1SubtotalNumberOfOffices
Subtotal Number Of Employees61SubtotalNumberOfEmployees
Total Number Of Offices1TotalNumberOfOffices
Total Number Of Employees61TotalNumberOfEmployees
Subtotal Amount Spent11970952SubtotalAmountSpent
Total Amount Spent11970952TotalAmountSpent

Grants To Orgs Outside US GrantsToOrgsOutsideUS (7 entries)

RegionRegionPurpose Of GrantPurposeOfGrantAmount Of Cash GrantAmountOfCashGrantManner Of Cash DisbursementMannerOfCashDisbursementAmount Of Non Cash AssistanceAmountOfNonCashAssistance
Europe/Iceland/GreenlandImmunopathogenesis of Psoriasis100168Wire Tfr0
Sub-Saharan AfricaObesity & Diabetes28372Wire Tfr0
Europe/Iceland/GreenlandFunds to adv the org's mission10000Wire Tfr0
Cent. America/CaribbeanObesity & Diabetes46099Wire Tfr0
Europe/Iceland/GreenlandObesity & Diabetes33914Wire Tfr0
Sub-Saharan AfricaObesity & Diabetes43200Wire Tfr0
Sub-Saharan AfricaGenetics of Hypertension in Blacks36156Wire Tfr0
FieldValueIRS element (for citing)
Total Number Of501c3 Orgs7TotalNumberOf501c3Orgs
Total Number Of Other Orgs0TotalNumberOfOtherOrgs
Transfer To Foreign CorptrueTransferToForeignCorp
Interest In Foreign TrustfalseInterestInForeignTrust
Own Foreign CorpfalseOwnForeignCorp
Passive Foreign Invest CofalsePassiveForeignInvestCo
Foreign PartnershipfalseForeignPartnership
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 I, 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.
Method used to account for cash grants in Part IISchedule F, Part IIGrant 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 (2 entries)

Name Of IndividualNameOfIndividualActivityActivityFundraiser Control Of FundsFundraiserControlOfFundsGross ReceiptsGrossReceiptsAmount Retained By ContractorAmountRetainedByContractor
Campbell CompanyTRAININGfalse020797
Ter Molen Watkins BrandtCONSULTINGfalse010000
FieldValueIRS element (for citing)
Total Gross Receipts0TotalGrossReceipts
Total Retained By Contractors30797TotalRetainedByContractors
Licensed StatesALLicensedStates
Licensed StatesAKLicensedStates
Licensed StatesAZLicensedStates
Licensed StatesARLicensedStates
Licensed StatesCALicensedStates
Licensed StatesCTLicensedStates
Licensed StatesDELicensedStates
Licensed StatesDCLicensedStates
Licensed StatesFLLicensedStates
Licensed StatesGALicensedStates
Licensed StatesGULicensedStates
Licensed StatesHILicensedStates
Licensed StatesIDLicensedStates
Licensed StatesILLicensedStates
Licensed StatesINLicensedStates
Licensed StatesIALicensedStates
Licensed StatesKSLicensedStates
Licensed StatesKYLicensedStates
Licensed StatesLALicensedStates
Licensed StatesMELicensedStates
Licensed StatesMDLicensedStates
Licensed StatesMALicensedStates
Licensed StatesMILicensedStates
Licensed StatesMNLicensedStates
Licensed StatesMSLicensedStates
Licensed StatesMOLicensedStates
Licensed StatesMTLicensedStates
Licensed StatesNELicensedStates
Licensed StatesNVLicensedStates
Licensed StatesNHLicensedStates
Licensed StatesNJLicensedStates
Licensed StatesNMLicensedStates
Licensed 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 Event1647000GrossReceiptsEvent1
Charitable Contributions Event1487850CharitableContributionsEvent1
Gross Revenue Event1159150GrossRevenueEvent1
Non Cash Prizes Event18269NonCashPrizesEvent1
Rent Facility Costs Event168000RentFacilityCostsEvent1
Food And Beverage Event1198053FoodAndBeverageEvent1
Entertainment Event115000EntertainmentEvent1
Other Direct Expenses Event1129726OtherDirectExpensesEvent1
Name Of Event2Founder DinnerNameOfEvent2
Gross Receipts Event2442527GrossReceiptsEvent2
Charitable Contributions Event2337189CharitableContributionsEvent2
Gross Revenue Event2105338GrossRevenueEvent2
Rent Facility Costs Event2261049RentFacilityCostsEvent2
Food And Beverage Event2100594FoodAndBeverageEvent2
Entertainment Event216500EntertainmentEvent2
Other Direct Expenses Event278383OtherDirectExpensesEvent2
Total Number Of Other Events0TotalNumberOfOtherEvents
Gross Receipts Total1089527GrossReceiptsTotal
Charitable Contributions Total825039CharitableContributionsTotal
Gross Revenue Total Events264488GrossRevenueTotalEvents
Non Cash Prizes Total Events8269NonCashPrizesTotalEvents
Rent Facility Costs Total Events329049RentFacilityCostsTotalEvents
Food And Beverage Total Events298647FoodAndBeverageTotalEvents
Entertainment Total Events31500EntertainmentTotalEvents
Other Direct Expenses Total Events208109OtherDirectExpensesTotalEvents
Direct Expense Summary Events875574DirectExpenseSummaryEvents
Net Income Summary-611086NetIncomeSummary

Form990 Schedule G Part IV Form990ScheduleGPartIV (2 entries)

IdentifierIdentifierReturn ReferenceReturnReferenceExplanationExplanation
Amounts paid to consultants for fundraising, training and consultingForm 990, Schedule G, Part I, Line 2bDuring fiscal year 2011, the University paid two 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 $30,797.
Increased Expenses for Founder's DinnerSchedule G, Part II, Event #2During fiscal year 2011, there was a significant increase in our direct expenses for the Founder's Dinner. Due to major construction on the University's Lake Shore Campus, the event took place outdoors and required the rental of a tent and all associated equipment and temporary facilities.

Schedule I IRS990ScheduleI

FieldValueIRS element (for citing)
Records MaintainedtrueRecordsMaintained

Recipient Table RecipientTable (77 entries)

Address Line1AddressUS/AddressLine1CityAddressUS/CityStateAddressUS/StateZIP CodeAddressUS/ZIPCodeEIN Of RecipientEINOfRecipientIRC SectionIRCSectionAmount Of Cash GrantAmountOfCashGrantPurpose Of GrantPurposeOfGrant
Albany Park Community Center
3403 West Lawrence AvenueChicagoIL60625362841886501(c)(3)40000Development of childcare staff
Blessed Sacrament Parish
3615 South Hoyne AvenueChicagoIL60609611568910501(c)(3)5700Pastoral excellence project
CARES
5000 S 5th Ave Bldg 1HinesIL60141363334177501(c)(3)22068Health Services research
Case Western Reserve University
10900 Euclid AvenueClevelandOH44106341018992501(c)(3)30536Develop statistical methods
Catholic Bishop Of Chicago
2330 W 118th StreetChicagoIL60643362170826501(c)(3)10000Pastoral excellence project
Center For New Horizons
4150 South King DriveChicagoIL60653362729721501(c)(3)40000Development of childcare staff
Chicago Commons
700 N Sacramento BlvdChicagoIL60612362169136501(c)(3)40000Development of childcare staff
Children's Memorial Hospital
2300 Childrens PlazaChicagoIL60614362170833501(c)(3)16533Obesity research
Chinese American Service League
2141 South Tan CourtChicagoIL60616362984043501(c)(3)40000Development of childcare staff
Christ The King College
5088 W Jackson BlvdChicagoIL60644364067307501(c)(3)10000Sponsorship King of Hearts Gala
City Colleges Of Chicago
226 W Jackson BlvdChicagoIL60606362606236501(c)(3)15941Development of Chem curriculum
Cleveland Clinic Foundation
9500 Euclid AveClevelandOH44195340714585501(c)(3)9590Study female urinary function
Congregation of the Resurrection
7050 North Oakley AvenueChicagoIL60645362769695501(c)(3)75000
Drexel University
3201 Arch StPhiladelphiaPA19104231352630501(c)(3)30258Obesity research
Edward Hospital
801 S Washington StNapervilleIL60540363297173501(c)(3)6660Patient studies and reports
Erie Neighborhood House
1701 West Superior StreetChicagoIL60622363043253501(c)(3)40000Development of childcare staff
Haitian Health and Education Foundation
141 Rogers CourtWillowbrookIL60527061135999501(c)(3)7500Donation for Haiti relief
Hamilton College
198 College Hill RoadClintonNY13323150532200501(c)(3)8013Catalytic Amide production
Health And Medicine Policy Research Group
29 E Madison Suite 602ChicagoIL60602363143826501(c)(3)10000Schweitzer Fellowship donation
Holy Name Family Parish Inverness
2515 West Palatine RoadInvernessIL60067363390762501(c)(3)10000Pastoral excellence project
Howard Area Community Center
7648 North Paulina AvenueChicagoIL60626363008606501(c)(3)40000Development of childcare staff
Illinois Institute Of Technology
3300 S Federal StChicagoIL60616362170136501(c)(3)63457Cardiovascular research
Indiana University
620 Union DrIndianapolisIN46202356001673501(c)(3)207796Neuroscience research
Infant Jesus Of Prague
1131 Douglas AvenueFlossmoorIL60422362388795501(c)(3)10000Pastoral excellence project
Jane Addams Hull House Association
1030 W Van Buren StChicagoIL60607362170135501(c)(3)40000Development of childcare staff
Lutheran Social Svcs
1001 E Touhy AvDes PlainesIL60018362584799501(c)(3)40000Development of childcare staff
Massachusetts Institute Of Technology
77 Massachusetts AveCambridgeMA02139042103594501(c)(3)19958Obesity research
Medical University Of South Carolina
19 Hagood Ave Ste 606CharlestonSC29425576000722501(c)(3)67010autoimmune vitiligo tolerance
Michigan State University
301 Adm BldgEast LansingMI48824386005984501(c)(3)73499Sexuality in adolescents
Most Blessed Trinity Parish
450 Keller AvenueWaukeganIL60085800432313501(c)(3)10000Pastoral excellence project
Northeastern Illinois University
5500 N St Louis AveChicagoIL60625363196229501(c)(3)14248Researching cognitive memory
Ohio State Research Foundation
1960 Kenny RoadColumbusOH43210316401599501(c)(3)16342Immune regulation of injury
Oregon State University
Offc of Post Award AdmCorvalisOR97331481278540501(c)(3)13760Restoring Wetland Biodiversity
Our Lady Of Grace Parish
2455 N Hamlin AvenueChicagoIL60609362170886501(c)(3)10000Pastoral excellence project
Purdue University
401 S Grant StWest LafayetteIN47907356002041501(c)(3)27429Mechanisms of viral proteases
Saint Barbara Parish
2859 S Throop StChicagoIL60608362170943501(c)(3)10000Pastoral excellence project
Saint Ferdinand Parish
5900 W Barry AveChicagoIL60634362170995501(c)(3)10000Pastoral excellence project
Saint Irenaeus Parish
78 Cherry StreetPark ForrestIL60466366008212501(c)(3)10000Pastoral excellence project
Saint Viator Parish
4170 West Addison StreetChicagoIL60641362171148501(c)(3)10000Pastoral excellence project
St Boniface Haiti Foundation
400 N Main StreetRandolphMA02368043067595501(c)(3)7500Donation for Haiti relief
Tulane University
1430 Tulane AveNew OrleansLA70112720423889501(c)(3)24518Graduate students at Tulane
University Of California
1850 Research Pk DrSacramentoCA95817946036493501(c)(3)349560Leukemia research
University Of Chicago
5801 S Ellis AveChicagoIL60637362177139501(c)(3)304344Cancer research & Homelessness
University Of Illinois At Chicago
1737 W Polk StChicagoIL60612376000511501(c)(3)259939Teachers training & HIV research
University Of Mississippi
2500 North State StreetJacksonMS39216646001159501(c)(3)19148Breast cancer research
University Of Missouri
One University BlvdSt LouisMO63121436003859501(c)(3)38763Serotonin reuptake research
University Of New Mexico
1 Univ of New MexicoAlbuquerqueNM87131856000642501(c)(3)19262Motivational interviewing
University Of Washington
4333 Brooklyn Ave NESeattleWA98195916001537501(c)(3)13060Cancer and stress reduction
University Of Wisconsin - Madison
21 North Park StMadisonWI53715396006492501(c)(3)93880Mechanical ventilation study
American Red Cross
2200 W HarrisonChicagoIL60612530196605501(c)(3)6628Federal work study
American Quality Schools Corp
850 West JacksonChicagoIL60607364298732501(c)(3)30846Federal work study
Asian Human Services
4753 North Broadway 700ChicagoIL60640363698770501(c)(3)37012Federal work study
Beacon Street Gallery
PO Box 488GenevaIL60134363925584501(c)(3)11820Federal work study
Centro Romero
6216 North Clark StreetChicagoIL60660363517408501(c)(3)25470Federal work study
Chicago House and Social Service Agency
1925 North Clybourn 401ChicagoIL60614363376432501(c)(3)21574Federal work study
Chicago International Charter School
2235 N Hamilton StChicagoIL60647992737640501(c)(3)9135Federal work study
Children's Memorial Hospital
2300 Childrens PlazaChicagoIL60614362170833501(c)(3)6470Federal work study
Community Counseling Center of Chicago
4740 N ClarkChicagoIL60640237115384501(c)(3)7144Federal work study
Community Shares of Illinois
44 East Main 208ChampaignIL61820363073918501(c)(3)21497Federal work study
Edgewater Chamber of Commerce
1210 West Rosedale AvenueChicagoIL60660363311042501(c)(3)14843Federal Work Study
Family Matters
7731 N Marshfield AveChicagoIL60626363588490501(c)(3)9809Federal Work Study
FEMI Memorial Outreach Fund
5875 N Lincoln AveChicagoIL60659030549622501(c)(3)22686Federal Work Study
Hamdard Center
1542 W Devon AveChicagoIL60660363917885501(c)(3)28654Federal Work Study
Housing Opportunities for Women
1607 W Howard StChicagoIL60626363263818501(c)(3)5340Federal Work Study
Howard Area Community
7648 N PaulinaChicagoIL60626363008606501(c)(3)5996Federal Work Study
Indo American Center
6328 N California AveChicagoIL60659363689665501(c)(3)15375Federal Work Study
JHP Community Center
5110 N Western AvenueChicagoIL60626364418596501(c)(3)5343Federal Work Study
Lakeside Community Development Corp
1652 West Wallen AvenueChicagoIL60626421670630501(c)(3)6432Federal Work Study
Legal Assistance Fund of Metropolitan Chicago
111 West Jackson AveChicagoIL60604362754650501(c)(3)8407Federal Work Study
Living Water Community Church
6808 North Ashland BlvdChicagoIL60626364404672501(c)(3)27594Federal Work Study
McGaw YMCA
1000 Grove StreetEvanstonIL60201362169194501(c)(3)48870Federal Work Study
Office of Catholic Schools
835 North Rush StreetChicagoIL60611362170826501(c)(3)29606Federal Work Study
Sacred Heart Schools
6250 North SheridanChicagoIL60660362170839501(c)(3)48262Federal Work Study
Southeast Asia Center
1134 W Ainslie STE 300ChicagoIL60640363168093501(c)(3)17595Federal Work Study
Test Positive Aware Network
5537 N BroadwayChicagoIL60640363591116501(c)(3)8522Federal Work Study
United Church of Rogers Park
1545 W Morse AveChicagoIL60626362677402501(c)(3)6608Federal Work Study
Youth Organizations Umbrella Inc
1027 Sherman AvenueEvanstonIL60202362734966501(c)(3)136251Federal Work Study
FieldValueIRS element (for citing)
Total Nbr Of501 C3 And Govt Grants77TotalNbrOf501C3AndGovtGrants

Form990 Schedule I Part III Form990ScheduleIPartIII (2 entries)

Type Of GrantTypeOfGrantNumber Of RecipientsNumberOfRecipientsAmount Of Cash GrantAmountOfCashGrant
Scholarships to Individuals10935122379074
Fellowships182838703

Form990 Schedule I Part IV Form990ScheduleIPartIV

FieldValueIRS element (for citing)
IdentifierForm 990, Schedule IIdentifier
Return ReferenceDescription of Organization's Procedures for Monitoring the Use of GrantsReturnReference
ExplanationAll grants and scholarships are awarded on a nondiscriminatory basis. Amounts are applied directly towards a student's tuition, room, and board costs, thereby ensuring the funds are used as intended. Additionally, any organizations and entities receiving subcontract grants from Loyola University Chicago are required to submit annual progress reports on the use of these funds. These progress reports are monitored and reviewed by the principal investigators to ensure funds are being used appropriately.Explanation

Schedule J IRS990ScheduleJ

FieldValueIRS element (for citing)
Idemnification Gross Up PaymentsXIdemnificationGrossUpPayments
Housing Allowance Or ResidenceXHousingAllowanceOrResidence
Written Policy Re T And E ExpensestrueWrittenPolicyReTAndEExpenses
Substantiation RequiredtrueSubstantiationRequired
Compensation CommitteeXCompensationCommittee
Compensation SurveyXCompensationSurvey
Board Or Committee ApprovalXBoardOrCommitteeApproval
Severance PaymentfalseSeverancePayment
Supplemental Nonqual Retire PlantrueSupplementalNonqualRetirePlan
Equity Based Comp ArrangementfalseEquityBasedCompArrangement
Comp Based On Revenue Of Filing OrgfalseCompBasedOnRevenueOfFilingOrg
Comp Based On Revenue Related OrgstrueCompBasedOnRevenueRelatedOrgs
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 (25 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
178192000398015198068400200628000
Richard L Gamelli MD
49650011702404205590489751341584855821160550721656993300
Philip D Hale
162924000545016503056900185662000
Jonathan R Heintzelman
24715000026080237320125640286054000
Emilio Iodice
1859780009967001812809270304703000
Eric C Jones
1526850002280132770166490182839000
Robert D Kelly
208642000295430182100112220267617000
Thomas M Kelly
1874690004410166050156920220207000
Philip R Kosiba
20228501000002057021152079620243456000
William G Laird
27030900028870237320155640312492000
Wayne Magdziarz
2239310500800022122055900252493000
Susan Malisch
2238800500519019252000243701000
Ellen Kane Munro
219830050026520223150159050260752000
John P Pelissero PHD
27814300018270235310209900324491000
Kelly Shannon
17044105005940176390176520206376000
Paul K Whelton MD
07685200136343023874040570001080801345245019343
Francis Fennell Jr
19764700022560172020123070229412000
Abolhassan Jalilvand
25809400017960237320300470313669000
Mamdouh Bakhos MD
0810314025026805774020982085090109584700
Alexander Ghanayem MD
061161101353460113902098229190188062919078788400
Bruce Lewis MD
0674692011150001695020982018952082782100
Terry Light MD
13810036135602289910230868302015222251744414115565102900
Guido Marra MD
054228302089210732020982018663079158100
Anthony Barbato MD
020817500000001807020998200
John Frendreis
20229100000206600208790243830000

Form990 Schedule J Part III Form990ScheduleJPartIII (5 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 $97,840 to cover Italian taxes, as he is an employee of the University's Rome Center.
Supp Compensation Information - Supplemental nonqual retirement planSchedule J, Part I, Question 4bPaul K. Whelton is a non-vested participant in the supplemental executive retirement plan (SERP). He received no payments during the year. The SERP is a non-qualified deferred compensation plan administered by Loyola University Medical Center that complies with section 409A of the Internal Revenue Code. Participation is limited to a certain group of executives. Under the plan, benefits vest after five years of service and are payable upon termination of employment.
Compensation contingent on revenuesSchedule J, Part I, Question 5bIncentive payments are made to physicians by LUMC, a related organization, for clinical duties based on a percentage of individual revenues. For purposes of disclosure in Section VII of the core form and Schedule J, such payments have been included as Bonus/Incentive compensation paid by a related organization.
Supplemental Compensation Information - Other non-fixed paymentsSchedule J, Part I, Question 7Robert Kelly received $29,250 in housing assistance payments. Philip Kosiba received a bonus in the amount of $10,000.

Schedule K IRS990ScheduleK

Form990 Schedule K Part I Form990ScheduleKPartI (4 entries)

Issuer EINIssuerEINCUSIP NumberCUSIPNumberDate IssuedDateIssuedIssue PriceIssuePriceDescription Of PurposeDescriptionOfPurposeDefeasedDefeasedOn Behalf Of IssuerOnBehalfOfIssuerPool FinancingPoolFinancing
Illinois Educational Facilities Authority
5212975634520015X42003-07-1627775752Construct/equip residence hallfalsefalsefalse
Illinois Finance Authority
86109196745200BJB52004-12-0225212697Construct/equip WT campus dormfalsefalsefalse
Illinois Finance Authority
86109196745203TAC02008-06-0480000000SEE SCHEDULE Ofalsefalsefalse
ILLINOIS FINANCE AUTHORITY
86109196745200B2C12007-04-1228980884Refund 1997A bonds issued 7/9/97falsefalsefalse

Form990 Schedule K Part II Form990ScheduleKPartII (4 entries)

Total ProceedsTotalProceedsCapitalized InterestCapitalizedInterestIssuance Costs From ProceedsIssuanceCostsFromProceedsCapital ExpendituresCapitalExpendituresYear Of Subst CompletionYearOfSubstCompletionCurrent RefundingCurrentRefundingAdvance RefundingAdvanceRefundingFinal Allocation MadeFinalAllocationMadeAdequate Books And Recds MaintaindAdequateBooksAndRecdsMaintaindAmount RetiredAmountRetiredCredit EnhancementCreditEnhancementOther Spent ProceedsOtherSpentProceeds
282140042509098296051254088552005falsefalsetruetrue
261139871923224265600235870512006falsefalsetruetrue670000338113
80082002451315972009truefalsetruetrue34950405
289808843304822007truefalsetruetrue71000028650402

Form990 Schedule K Part III Form990ScheduleKPartIII (3 entries)

Owning Bond Financed PropertyOwningBondFinancedPropertyAny Lease ArrangementsAnyLeaseArrangementsMngment Cntrct Bond Financd PrprtyMngmentCntrctBondFinancdPrprtyAny Research AgreementsAnyResearchAgreementsBond Counsel Routinely EngagedBondCounselRoutinelyEngagedPrcntge Prvt Business Use By OthersPrcntgePrvtBusinessUseByOthersPercentage Of Prvt Business Re UBIPercentageOfPrvtBusinessReUBITotal Private Business UseTotalPrivateBusinessUsePost Issuance Compliance ProcdrsPostIssuanceComplianceProcdrs
falsetruetruefalsetrue0.000000.000000.00000true
falsetruetruefalsetrue0.000000.000000.00000true
falsetruetruefalsetrue0.000000.000000.00000true

Form990 Schedule K Part IV Form990ScheduleKPartIV (4 entries)

Form8038 T FiledForm8038TFiledVariable Rate IssueVariableRateIssueHedge Identified In Books And RecdsHedgeIdentifiedInBooksAndRecdsGross Proceeds Invested In GICGrossProceedsInvestedInGICGross Proceeds InvestedGrossProceedsInvestedException To RebateExceptionToRebateTerm Of GICTermOfGICRegulatory Safe Harbor SatisfiedRegulatorySafeHarborSatisfied
(no name)
falsefalsefalsefalsefalsetrue
Monumental Life
falsefalsefalsetruefalsetrue1.5true
(no name)
falsetruefalsefalsefalsetrue
(no name)
falsefalsefalsefalsefalsetrue

Form990 Schedule K Part V Form990ScheduleKPartV

FieldValueIRS element (for citing)
IdentifierSEE SCHEDULE OIdentifier

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 Due106353BalanceDue
DefaultfalseDefault
Approved By BoardfalseApprovedByBoard
Written AgreementtrueWrittenAgreement
FieldValueIRS element (for citing)
Total Balance Due106353TotalBalanceDue

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 Transaction65520AmountOfTransaction
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, has 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 Contributions3NumberOfContributions
Noncash Contribs Rptd F990201500NoncashContribsRptdF990
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 F99010057NoncashContribsRptdF990
Method Of Determining Revenuescost / selling priceMethodOfDeterminingRevenues

Clothing And Household Goods ClothingAndHouseholdGoods

FieldValueIRS element (for citing)
Non Cash CheckboxXNonCashCheckbox
Noncash Contribs Rptd F9909094NoncashContribsRptdF990
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 Contributions74NumberOfContributions
Noncash Contribs Rptd F9902083048NoncashContribsRptdF990
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
CollectiblesCollectibles

Food Inventory FoodInventory

FieldValueIRS element (for citing)
Non Cash CheckboxXNonCashCheckbox
Number Of Contributions6NumberOfContributions
Noncash Contribs Rptd F9908918NoncashContribsRptdF990
Method Of Determining Revenuescost / selling priceMethodOfDeterminingRevenues

Drugs And Medical Supplies DrugsAndMedicalSupplies

FieldValueIRS element (for citing)
Non Cash CheckboxXNonCashCheckbox
Number Of Contributions2NumberOfContributions
Noncash Contribs Rptd F99010400NoncashContribsRptdF990
Method Of Determining Revenuescost / selling priceMethodOfDeterminingRevenues
FieldValueIRS element (for citing)
TaxidermyTaxidermy
Historical ArtifactsHistoricalArtifacts

Scientific Specimens ScientificSpecimens

FieldValueIRS element (for citing)
Non Cash CheckboxXNonCashCheckbox
Number Of Contributions1NumberOfContributions
Noncash Contribs Rptd F9901230NoncashContribsRptdF990
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 Contributions538NumberOfContributions
Noncash Contribs Rptd F990177366NoncashContribsRptdF990
Method Of Determining Revenuescost / selling priceMethodOfDeterminingRevenues
FieldValueIRS element (for citing)
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 (8 entries)

IdentifierIdentifierReturn ReferenceReturnReferenceExplanationExplanation
Describe the Process used by Management &/or Governing Body to Review 990Form 990, Part VI, Question 11The Form 990 was distributed via the Board of Trustees' secure website to all voting members of the Board of Trustees prior to its filing. The management review process is as follows: A comprehensive report of the Form 990 and all associated workpapers is prepared by the Accounting Department of the University. This is reviewed in detail by the Sr. Tax Analyst and Controller. The Form 990 is then presented and discussed with the Chief Financial Officer for review and comments. A summary presentation of the Form 990 is presented at the Audit Committee meeting of the Board of Trustees.
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 is given 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 2010 THE UNIVERSITY PAID COMPENSATION AND BENEFITS IN THE AMOUNT OF $524,003 TO THE SOCIETY OF JESUS, THE FOUNDERS OF LOYOLA UNIVERSITY CHICAGO, FOR HIS SERVICES.
HOURS WORKED FOR RELATED ORGANIZATIONSFORM 990, PART VII, SECTION A, LINE 1A, COLUMN (B)Name & Title Hours worked for LUMC __________________________________________________________________ CARLOS MONTOYA, TRUSTEE 2 MICHAEL R. QUINLAN, CHAIRMAN EMERITUS, TRUSTEE 2 PAUL K. WHELTON, VP FOR HEALTH SCIENCES AND 40 PRESIDENT & CEO OF LUHS RICHARD L. GAMELLI, MD, SR. VP & PROVOST FOR 30 HEALTH SCIENCES ALEXANDER GHANAYEM, PROFESSOR OF ORTHOPAEDIC 38 SURGERY AND REHABILITATION (AND IN NEUROLOGICAL SURGERY) AND CHIEF, SECTION OF SPINE SURGERY, SCHOOL OF MEDICINE BRUCE LEWIS, PROFESSOR OF MEDICINE, DIVISION OF 38 CARDIOLOGY, SCHOOL OF MEDICINE TERRY LIGHT, DR. WILLIAM M. SCHOLL PROFESSOR OF 35 ORTHOPAEDIC SURGERY AND CHAIRMAN, ORTHOPAEDIC SURGERY AND REHABILITATION, SCHOOL OF MEDICINE GUIDO MARRA, ASSOCIATE PROFESSOR OF ORTHOPAEDIC 38 SURGERY AND REHABILITATION AND CHIEF, SECTION OF SHOULDER AND ELBOW SURGERY, SCHOOL OF MEDICINE Anthony Barbato, Consultant, Former VP for 5 Health Sciences, President & CEO of LUHS MAMDOUH BAKHOS, PROFESSOR AND CHAIRMAN, THORASIC 35 AND CARDIOVASCULAR SURGERY, SCHOOL OF MEDICINE
Other changes in net assets or fund balancesForm 990, Part XI, Line 5Proceeds from the Sale of LUHS Health Corporation: 209,106,918 Net unrealized gains (losses) on investments: 50,617,332 Changes in Post Retirement Benefit: 12,473,072 LMC Net Asset Transfer: (9,797,222) _____________ Total Other Changes to Net Assets: 262,400,100 Proceeds from the Sale of LUHS During fiscal year 2011, Loyola University Chicago ("LUC") completed a transaction with Trinity Health Corporation ("Trinity"), an Indiana not-for-profit corporation located in Novi, Michigan, pursuant to a Definitive Agreement dated March 31, 2011. As part of the transaction, Trinity replaced LUC as the sole member of LUHS and all of its affiliates, which include Loyola University Medical Center and Gottlieb Memorial Hospital. Trinity assumed control of all the assets of LUHS and retained all of the liabilities of LUHS. In consideration for the transaction, LUC has received or will receive $212 million from Trinity, which was offset by approximately $2 million in expenses related to the sale and a $1 million loss related to the property transfers at the LUHS campus. LMC Net Asset Transfer During fiscal year 2011, the property located at 6455 Sheridan Road was transferred from Loyola Management Company to Loyola University Chicago as it is now primarily a dormitory for students. The internal loan note payable from Loyola Management Company to Loyola University Chicago relating to the property was also canceled. All activities related to the property are now a part of Loyola University Chicago.
BOND ISSUES: DESCRIPTION OF PURPOSEForm 990, Schedule K, Part I, Line C, 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. Total Proceeds of Issue Form 990, Schedule K, Part II, Line 3 Column A: The total amount of $28,214,004 includes the original issue price of $27,775,752 and $438,252 of investment earnings. Column B: The total amount of $26,113,987 includes the original issue price of $25,212,697 and $901,290 of investment earnings. Column C: The total amount of $80,082,002 includes the original issue price of $80,000,000 and $82,002 of investment earnings. Explanation of credit enhancement discrepancy Form 990, Schedule K, Part II, Line 10, Column C 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 construction 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 3a, Columns A, B, & C The University has a contract policy that requires review of certain contracts by the University's Finance and Legal departments. Management and services 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 3b, Column C Although certain research contracts "may" give rise to Private Use, all research facilities in the partially bond-financed building were funded with equity at the time of the bond issuance.

Schedule R IRS990ScheduleR

Form990 Schedule R Part II Form990ScheduleRPartII (8 entries)

Address Line1AddressUS/AddressLine1CityAddressUS/CityStateAddressUS/StateZIP CodeAddressUS/ZIPCodeEINEINPrimary ActivitiesPrimaryActivitiesLegal Domicile StateLegalDomicileStateExempt Code SectionExemptCodeSectionPublic Charity StatusPublicCharityStatusBusiness Name Line1DirectControllingEntityName/BusinessNameLine1
Loyola University Health System
2160 South 1st AvenueMaywoodIL60153363342448HealthcareIL501c311A Type IILUC
Loyola University Medical Center
2160 South 1st AvenueMaywoodIL60153364015560HealthcareIL501c33LUHS
Loyola University Physician Foundation
2 Westbrook Corporate Center SuiteWestchesterIL60154363999801HealthcareIL501c39NA
Loyola Management Company
820 N Michigan AvenueChicagoIL60611363858492Title HoldingIL501c2N/ALUC
Mundelein College
820 N Michigan AvenueChicagoIL60611362179799EducationIL501c32LUC
Gottlieb Memorial Hospital
701 W North AvenueMelrose ParkIL60160362379649HealthcareIL501c33LUHS
Gottlieb Community Health Services Corp
701 W North AvenueMelrose ParkIL60160363332852Health SvcsIL501c39GMH
Krasa Family Trust
PO BOX 803878ChicagoIL60680366828217Support LUCIL501(c)(3)11NA

Form990 Schedule R Part IV Form990ScheduleRPartIV (2 entries)

Address Line1AddressForeign/AddressLine1CityAddressForeign/CityProvince Or StateAddressForeign/ProvinceOrStateCountryAddressForeign/CountryPostal CodeAddressForeign/PostalCodePrimary ActivityPrimaryActivityLegal Domicile Foreign CountryLegalDomicileForeignCountryBusiness Name Line1DirectControllingEntityName/BusinessNameLine1Type Of EntityTypeOfEntityAddress Line1AddressUS/AddressLine1CityAddressUS/CityStateAddressUS/StateZIP CodeAddressUS/ZIPCodeEINEINLegal Domicile StateLegalDomicileState
Loyola Univ of Chicago Insur Co Ltd
PO Box 1159Grand CaymanCayman IslandsCJKY1-1102InsuranceCJNAC Corp
Gottlieb Management Services Inc
Management SvcsNAC Corp2160 South 1st AvenueMaywoodIL60153363330529IL
FieldValueIRS element (for citing)
Receipt Of Int Ann Rents RoyaltiestrueReceiptOfIntAnnRentsRoyalties
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 OrgstrueRentalOfFacilitiesFrOtherOrgs
Perform Of Services For Other OrgsfalsePerformOfServicesForOtherOrgs
Perform Of Services By Other OrgsfalsePerformOfServicesByOtherOrgs
Sharing Of FacilitiestrueSharingOfFacilities
Sharing Of Paid EmployeestrueSharingOfPaidEmployees
Reimbursement Paid To Other OrgtrueReimbursementPaidToOtherOrg
Reimbursement Paid By Other OrgtrueReimbursementPaidByOtherOrg
Other Transfer To Other OrgtrueOtherTransferToOtherOrg
Other Transfer From Other OrgtrueOtherTransferFromOtherOrg

Transactions Related Orgs Table TransactionsRelatedOrgsTable (11 entries)

Transaction TypeTransactionTypeAmount InvolvedAmountInvolved
Loyola Management Company
J1956417
Loyola Management Company
A1132690
Loyola Management Company
R13180907
Loyola Management Company (Loan Forgiveness)
Q21100000
Loyola University of Chicago Insurance Co Ltd
Q151336
Loyola University Medical Center
C18258020
Loyola University Medical Center
M5524000
Loyola University Medical Center
N2037842
Loyola University Medical Center
O6394318
Loyola University Medical Center
P5739212
Krasa Family Trust
C189254

Form990 Schedule R Part VII Form990ScheduleRPartVII

FieldValueIRS element (for citing)
IdentifierTransactions with Related OrganizationsIdentifier
Return ReferenceSchedule R, Part V, Line 2ReturnReference
ExplanationLMC Net Asset Transfer During fiscal year 2011, the property located at 6455 Sheridan Road was transferred from Loyola Management Company to Loyola University Chicago as it is now primarily a dormitory for students. The internal loan note payable from Loyola Management Company to Loyola University Chicago relating to the property was also canceled. All activities related to the property are now a part of Loyola University Chicago.Explanation