2012-05-11T09:22:24-05:00 2011-06-30 ERNST & YOUNG US LLP 111 MONUMENT CIRCLE SUITE 2600 INDIANAPOLIS IN 46204 990 2010-07-01 361408475 Loyola University of Chicago LOYO 3129158722 820 N Michigan Avenue Chicago IL 606112147 William G LAIRD 2012-05-10 3176817000 2010 2016-02-24 21:20:13Z Michael J Garanzini SJ Pres CEO 820 N Michigan Ave Chicago IL 60611 806253547 false X www.luc.edu X 1909 IL We 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. 49 48 7043 216 512600 -242898 158919450 91240626 464175929 487897862 20749280 22690241 5289901 4036462 649134560 605865191 117523415 126636507 0 0 239406595 252471904 73633 30797 9937225 154793279 156870471 511796922 536009679 137337638 69855512 1218137699 1558027159 455523755 463157603 762613944 1094869556 X LOYOLA 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. false false 393299443 122322927 443373535 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. 42862000 3418730 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. 43990000 894850 47531597 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. 480151443 true true false true false true true true true true true false true true false false true true true true true false 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 true false true X 17372 0 true 7043 true true true true UK IT CJ VM false false false true true false false false false X 49 48 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 X 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 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 Frank Hogan III 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 Michael R Leyden 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 Bradley M Schaeffer SJ 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 Jackie Taylor Holsten 1.0 X 0 0 0 Terese Terry 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 Anna Zollmann BVM 1.0 X 0 0 0 Pamela G Costas 40.0 X 178590 0 22038 Richard L Gamelli MD 10.0 X 496500 542480 34569 Philip D Hale 40.0 X 163469 0 22193 Jonathan R Heintzelman 40.0 X 249758 0 36296 Emilio Iodice 40.0 X 285648 0 19055 Eric C Jones 40.0 X 152913 0 29926 Robert D Kelly 40.0 X 238185 0 29432 Thomas M Kelly 40.0 X 187910 0 31165 Philip R Kosiba 40.0 X 214342 0 29114 William G Laird 40.0 X 273196 0 39296 Wayne Magdziarz 40.0 X 224781 0 27712 Susan Malisch 40.0 X 224449 0 19252 Ellen Kane Munro 40.0 X 222532 0 38220 John P Pelissero PHD 40.0 X 279970 0 44521 Kelly Shannon 40.0 X 171085 0 35291 Paul K Whelton MD 1.0 X 0 928737 415488 Francis Fennell Jr 40.0 X 199903 0 29509 Abolhassan Jalilvand 40.0 X 259890 0 53779 Mamdouh Bakhos MD 5.0 X 0 1066356 27164 Alexander Ghanayem MD 2.0 X 0 748096 67244 Bruce Lewis MD 2.0 X 0 787887 38316 Terry Light MD 5.0 X 138100 613433 38054 Guido Marra MD 2.0 X 0 751936 38054 Anthony Barbato MD 0.0 X 0 208175 1807 John Frendreis 40.0 X 202291 0 40550 4363512 5647100 1208045 415 true true false BARANSKI HAMMER MORETTA SHEEHY 1101 S BENCH ST GALENA IL 61036 Architect/Planning 1832261 THE FREE ENTERPRISE SYSTEM ONE SODREL DRIVE JEFFERSONVILLE IN 47130 SHUTTLE BUS SERVICES 1141065 JJR LLC 110 MILLER AVENUE ANN ARBOR MI 48104 LANDSCAPE ARCHITECT 703052 ROYALL CO 1920 E PARHAM RD RICHMOND VA 232282206 ENROLLMENT MNGMT SVC 560637 DELOITTE TOUCHE LLP 4205 COLLECTION CENTER DRIVE CHICAGO IL 60693 AUDIT/FINANCIAL 530800 17 825039 18453274 40126830 31835483 2501613 91240626 Tuition & fees 611710 434771306 434771306 AUXILIARY (SEE PART III, LINE 4C) 611710 47058049 47058049 Other education and general 611710 6068507 6068507 487897862 9132271 39052 9093219 0 2150157 2150157 5621030 3986752 1634278 1634278 1634278 205428000 3656000 192697384 2828646 12730616 827354 13557970 13557970 264488 825039 875574 -611086 -611086 0 0 Interest on student loans 611710 389565 389565 CONFERENCE SERVICES 532000 473548 473548 863113 605865191 490437584 512600 23674381 3115821 3115821 123217777 123217777 302909 302909 0 4529919 1629784 2550890 349245 65520 65520 195075099 171949867 18143813 4981419 14726560 12570901 1701588 454071 24810620 21398074 2684092 728454 13264186 12042585 1027325 194276 0 479956 83529 396427 538771 538771 0 30797 30797 1251182 1251182 19752809 16009697 3463953 279159 3273260 1476983 1553587 242690 22351112 20737549 1056539 557024 9781245 5537687 4102236 141322 223393 223393 14570386 13205054 1098529 266803 617382 448545 23463 145374 0 6970842 6596323 265254 109265 10316951 8057748 2103007 156196 0 35906463 32279060 2932184 695219 368433 337426 31007 Institutional Support 8484367 7575994 391612 516761 Operations and maintenance 6082864 6011952 55798 15114 Auxiliary 7654809 7544171 95205 15433 Sponsored Research 2066383 1664941 377684 23758 All other expenses 6179863 6068153 107872 3838 536009679 480151443 45921011 9937225 21872 23025 101826920 80331370 17055111 15405246 18079596 22779750 100353 106353 42700301 21983447 5393493 6084382 1194686218 406858129 691855437 787828089 211910916 313124566 119617593 87179215 9576107 223181716 1218137699 1558027159 45858289 64387200 46474892 52047566 160992164 159948568 1679814 1078677 12402188 14245928 118201658 111710772 69914750 59738892 455523755 463157603 X 522067432 823952782 115510534 139289841 125035978 131626933 762613944 1094869556 1218137699 1558027159 X 69855512 262400100 X false true true X true true X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED true true false false false false true 212878 false false 212878 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 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. X 4 0.00 4 0 0 1 false 10.00 201500 13436314 X X X X false false true 315304802 13967327 70448551 2905374 6824933 1251182 388739191 278873125 11868039 35226804 2836049 6716120 1110997 315304802 372525616 17395761 -99061253 3516709 7162632 1307658 278873125 0.47100 0.52300 0.00600 false false 44674987 137093610 181768597 34113045 782471099 326809780 489774364 766949 36991061 21405517 16352493 84371542 42288675 42082867 74203925 16354157 57849768 787828089 Marketable Equity Investments 149809 F Private Equity Investments 44880566 F Fixed Income Investments 19015014 F Real Estate 23133826 F 87179215 RECEIVABLE FROM TRINITY HEALTH 212003000 INTEREST IN PERPETUAL TRUST 9846587 BENEFICIAL INTEREST IN TRUST 608994 GIFT PROPERTY 723135 223181716 0 Conditional Asset Retirement Obligation 2731147 Refundable Student Loans 18132128 Pension and Other Post Retirement 38875617 59738892 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 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 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 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 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. Other Assets Part X, Line 15 The 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. 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 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. true Europe (Including Iceland and Greenland) Grantmaking 144082 Sub-Saharan Africa Grantmaking 107728 Central America and the Caribbean Grantmaking 46099 South Asia Grantmaking 5000 Central America and the Caribbean Program Services Training of teachers 774985 East Asia and the Pacific 3 Program Services Study abroad programs 468472 Europe (Including Iceland and Greenland) 4 Program Services Field Research 385811 Middle East and North Africa Program Services Study abroad programs 12072 North America Program Services Archeological FieldwK 12186 Russia and the Newly Independent States 1 Program Services Field Research 72894 South America Program Services INTL Service Trip 30185 Sub-Saharan Africa Program Services Field Research 42270 Europe (Including Iceland and Greenland) 1 53 Program Services Study Abroad programs 6142761 South America Program Services Study Abroad Programs 3000 Central America and the Caribbean Investments Foreign investment K1 3572071 Central America and the Caribbean Program Services Malpractice Insurance 151336 1 61 1 61 11970952 11970952 Europe/Iceland/Greenland Immunopathogenesis of Psoriasis 100168 Wire Tfr 0 Sub-Saharan Africa Obesity & Diabetes 28372 Wire Tfr 0 Europe/Iceland/Greenland Funds to adv the org's mission 10000 Wire Tfr 0 Cent. America/Caribbean Obesity & Diabetes 46099 Wire Tfr 0 Europe/Iceland/Greenland Obesity & Diabetes 33914 Wire Tfr 0 Sub-Saharan Africa Obesity & Diabetes 43200 Wire Tfr 0 Sub-Saharan Africa Genetics of Hypertension in Blacks 36156 Wire Tfr 0 7 0 true false false false false false Organization's Procedures for Monitoring Use of Grant Funds Outside the US Schedule F, Part I, 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. Method used to account for cash grants in Part II Schedule F, Part II 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 20797 Ter Molen Watkins Brandt CONSULTING false 0 10000 0 30797 AL AK AZ AR CA CT DE DC FL GA GU HI ID IL IN IA KS KY LA ME MD MA MI MN MS MO MT NE NV NH NJ NM NC ND OH OK OR PA RI SC SD TN TX UT VT VA WA WV WI WY Stritch Dinner 647000 487850 159150 8269 68000 198053 15000 129726 Founder Dinner 442527 337189 105338 261049 100594 16500 78383 0 1089527 825039 264488 8269 329049 298647 31500 208109 875574 -611086 Amounts paid to consultants for fundraising, training and consulting Form 990, Schedule G, Part I, Line 2b During 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 Dinner Schedule G, Part II, Event #2 During 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. true Albany Park Community Center 3403 West Lawrence Avenue Chicago IL 60625 362841886 501(c)(3) 40000 Development of childcare staff Blessed Sacrament Parish 3615 South Hoyne Avenue Chicago IL 60609 611568910 501(c)(3) 5700 Pastoral excellence project CARES 5000 S 5th Ave Bldg 1 Hines IL 60141 363334177 501(c)(3) 22068 Health Services research Case Western Reserve University 10900 Euclid Avenue Cleveland OH 44106 341018992 501(c)(3) 30536 Develop statistical methods Catholic Bishop Of Chicago 2330 W 118th Street Chicago IL 60643 362170826 501(c)(3) 10000 Pastoral excellence project Center For New Horizons 4150 South King Drive Chicago IL 60653 362729721 501(c)(3) 40000 Development of childcare staff Chicago Commons 700 N Sacramento Blvd Chicago IL 60612 362169136 501(c)(3) 40000 Development of childcare staff Children's Memorial Hospital 2300 Childrens Plaza Chicago IL 60614 362170833 501(c)(3) 16533 Obesity research Chinese American Service League 2141 South Tan Court Chicago IL 60616 362984043 501(c)(3) 40000 Development of childcare staff 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 W Jackson Blvd Chicago IL 60606 362606236 501(c)(3) 15941 Development of Chem curriculum Cleveland Clinic Foundation 9500 Euclid Ave Cleveland OH 44195 340714585 501(c)(3) 9590 Study female urinary function Congregation of the Resurrection 7050 North Oakley Avenue Chicago IL 60645 362769695 501(c)(3) 75000 Drexel University 3201 Arch St Philadelphia PA 19104 231352630 501(c)(3) 30258 Obesity research Edward Hospital 801 S Washington St Naperville IL 60540 363297173 501(c)(3) 6660 Patient studies and reports Erie Neighborhood House 1701 West Superior Street Chicago IL 60622 363043253 501(c)(3) 40000 Development of childcare staff Haitian Health and Education Foundation 141 Rogers Court Willowbrook IL 60527 061135999 501(c)(3) 7500 Donation for Haiti relief Hamilton College 198 College Hill Road Clinton NY 13323 150532200 501(c)(3) 8013 Catalytic Amide production Health And Medicine Policy Research Group 29 E Madison Suite 602 Chicago IL 60602 363143826 501(c)(3) 10000 Schweitzer Fellowship donation Holy Name Family Parish Inverness 2515 West Palatine Road Inverness IL 60067 363390762 501(c)(3) 10000 Pastoral excellence project Howard Area Community Center 7648 North Paulina Avenue Chicago IL 60626 363008606 501(c)(3) 40000 Development of childcare staff Illinois Institute Of Technology 3300 S Federal St Chicago IL 60616 362170136 501(c)(3) 63457 Cardiovascular research Indiana University 620 Union Dr Indianapolis IN 46202 356001673 501(c)(3) 207796 Neuroscience research Infant Jesus Of Prague 1131 Douglas Avenue Flossmoor IL 60422 362388795 501(c)(3) 10000 Pastoral excellence project Jane Addams Hull House Association 1030 W Van Buren St Chicago IL 60607 362170135 501(c)(3) 40000 Development of childcare staff Lutheran Social Svcs 1001 E Touhy Av Des Plaines IL 60018 362584799 501(c)(3) 40000 Development of childcare staff Massachusetts Institute Of Technology 77 Massachusetts Ave Cambridge MA 02139 042103594 501(c)(3) 19958 Obesity research Medical University Of South Carolina 19 Hagood Ave Ste 606 Charleston SC 29425 576000722 501(c)(3) 67010 autoimmune vitiligo tolerance Michigan State University 301 Adm Bldg East Lansing MI 48824 386005984 501(c)(3) 73499 Sexuality in adolescents Most Blessed Trinity Parish 450 Keller Avenue Waukegan IL 60085 800432313 501(c)(3) 10000 Pastoral excellence project Northeastern Illinois University 5500 N St Louis Ave Chicago IL 60625 363196229 501(c)(3) 14248 Researching cognitive memory Ohio State Research Foundation 1960 Kenny Road Columbus OH 43210 316401599 501(c)(3) 16342 Immune regulation of injury Oregon State University Offc of Post Award Adm Corvalis OR 97331 481278540 501(c)(3) 13760 Restoring Wetland Biodiversity Our Lady Of Grace Parish 2455 N Hamlin Avenue Chicago IL 60609 362170886 501(c)(3) 10000 Pastoral excellence project Purdue University 401 S Grant St West Lafayette IN 47907 356002041 501(c)(3) 27429 Mechanisms of viral proteases Saint Barbara Parish 2859 S Throop St Chicago IL 60608 362170943 501(c)(3) 10000 Pastoral excellence project Saint Ferdinand Parish 5900 W Barry Ave Chicago IL 60634 362170995 501(c)(3) 10000 Pastoral excellence project Saint Irenaeus Parish 78 Cherry Street Park Forrest IL 60466 366008212 501(c)(3) 10000 Pastoral excellence project Saint Viator Parish 4170 West Addison Street Chicago IL 60641 362171148 501(c)(3) 10000 Pastoral excellence project St Boniface Haiti Foundation 400 N Main Street Randolph MA 02368 043067595 501(c)(3) 7500 Donation for Haiti relief Tulane University 1430 Tulane Ave New Orleans LA 70112 720423889 501(c)(3) 24518 Graduate students at Tulane University Of California 1850 Research Pk Dr Sacramento CA 95817 946036493 501(c)(3) 349560 Leukemia research University Of Chicago 5801 S Ellis Ave Chicago IL 60637 362177139 501(c)(3) 304344 Cancer research & Homelessness University Of Illinois At Chicago 1737 W Polk St Chicago IL 60612 376000511 501(c)(3) 259939 Teachers training & HIV research University Of Mississippi 2500 North State Street Jackson MS 39216 646001159 501(c)(3) 19148 Breast cancer research University Of Missouri One University Blvd St Louis MO 63121 436003859 501(c)(3) 38763 Serotonin reuptake research University Of New Mexico 1 Univ of New Mexico Albuquerque NM 87131 856000642 501(c)(3) 19262 Motivational interviewing University Of Washington 4333 Brooklyn Ave NE Seattle WA 98195 916001537 501(c)(3) 13060 Cancer and stress reduction University Of Wisconsin - Madison 21 North Park St Madison WI 53715 396006492 501(c)(3) 93880 Mechanical ventilation study American Red Cross 2200 W Harrison Chicago IL 60612 530196605 501(c)(3) 6628 Federal work study American Quality Schools Corp 850 West Jackson Chicago IL 60607 364298732 501(c)(3) 30846 Federal work study Asian Human Services 4753 North Broadway 700 Chicago IL 60640 363698770 501(c)(3) 37012 Federal work study Beacon Street Gallery PO Box 488 Geneva IL 60134 363925584 501(c)(3) 11820 Federal work study Centro Romero 6216 North Clark Street Chicago IL 60660 363517408 501(c)(3) 25470 Federal work study Chicago House and Social Service Agency 1925 North Clybourn 401 Chicago IL 60614 363376432 501(c)(3) 21574 Federal work study Chicago International Charter School 2235 N Hamilton St Chicago IL 60647 992737640 501(c)(3) 9135 Federal work study Children's Memorial Hospital 2300 Childrens Plaza Chicago IL 60614 362170833 501(c)(3) 6470 Federal work study Community Counseling Center of Chicago 4740 N Clark Chicago IL 60640 237115384 501(c)(3) 7144 Federal work study Community Shares of Illinois 44 East Main 208 Champaign IL 61820 363073918 501(c)(3) 21497 Federal work study Edgewater Chamber of Commerce 1210 West Rosedale Avenue Chicago IL 60660 363311042 501(c)(3) 14843 Federal Work Study Family Matters 7731 N Marshfield Ave Chicago IL 60626 363588490 501(c)(3) 9809 Federal Work Study FEMI Memorial Outreach Fund 5875 N Lincoln Ave Chicago IL 60659 030549622 501(c)(3) 22686 Federal Work Study Hamdard Center 1542 W Devon Ave Chicago IL 60660 363917885 501(c)(3) 28654 Federal Work Study Housing Opportunities for Women 1607 W Howard St Chicago IL 60626 363263818 501(c)(3) 5340 Federal Work Study Howard Area Community 7648 N Paulina Chicago IL 60626 363008606 501(c)(3) 5996 Federal Work Study Indo American Center 6328 N California Ave Chicago IL 60659 363689665 501(c)(3) 15375 Federal Work Study JHP Community Center 5110 N Western Avenue Chicago IL 60626 364418596 501(c)(3) 5343 Federal Work Study Lakeside Community Development Corp 1652 West Wallen Avenue Chicago IL 60626 421670630 501(c)(3) 6432 Federal Work Study Legal Assistance Fund of Metropolitan Chicago 111 West Jackson Ave Chicago IL 60604 362754650 501(c)(3) 8407 Federal Work Study Living Water Community Church 6808 North Ashland Blvd Chicago IL 60626 364404672 501(c)(3) 27594 Federal Work Study McGaw YMCA 1000 Grove Street Evanston IL 60201 362169194 501(c)(3) 48870 Federal Work Study Office of Catholic Schools 835 North Rush Street Chicago IL 60611 362170826 501(c)(3) 29606 Federal Work Study Sacred Heart Schools 6250 North Sheridan Chicago IL 60660 362170839 501(c)(3) 48262 Federal Work Study Southeast Asia Center 1134 W Ainslie STE 300 Chicago IL 60640 363168093 501(c)(3) 17595 Federal Work Study Test Positive Aware Network 5537 N Broadway Chicago IL 60640 363591116 501(c)(3) 8522 Federal Work Study United Church of Rogers Park 1545 W Morse Ave Chicago IL 60626 362677402 501(c)(3) 6608 Federal Work Study Youth Organizations Umbrella Inc 1027 Sherman Avenue Evanston IL 60202 362734966 501(c)(3) 136251 Federal Work Study 77 Scholarships to Individuals 10935 122379074 Fellowships 182 838703 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 false true false false true false false true false Pamela G Costas 178192 0 0 0 398 0 15198 0 6840 0 200628 0 0 0 Richard L Gamelli MD 496500 117024 0 420559 0 4897 5134 15848 5582 11605 507216 569933 0 0 Philip D Hale 162924 0 0 0 545 0 16503 0 5690 0 185662 0 0 0 Jonathan R Heintzelman 247150 0 0 0 2608 0 23732 0 12564 0 286054 0 0 0 Emilio Iodice 185978 0 0 0 99670 0 18128 0 927 0 304703 0 0 0 Eric C Jones 152685 0 0 0 228 0 13277 0 16649 0 182839 0 0 0 Robert D Kelly 208642 0 0 0 29543 0 18210 0 11222 0 267617 0 0 0 Thomas M Kelly 187469 0 0 0 441 0 16605 0 15692 0 220207 0 0 0 Philip R Kosiba 202285 0 10000 0 2057 0 21152 0 7962 0 243456 0 0 0 William G Laird 270309 0 0 0 2887 0 23732 0 15564 0 312492 0 0 0 Wayne Magdziarz 223931 0 50 0 800 0 22122 0 5590 0 252493 0 0 0 Susan Malisch 223880 0 50 0 519 0 19252 0 0 0 243701 0 0 0 Ellen Kane Munro 219830 0 50 0 2652 0 22315 0 15905 0 260752 0 0 0 John P Pelissero PHD 278143 0 0 0 1827 0 23531 0 20990 0 324491 0 0 0 Kelly Shannon 170441 0 50 0 594 0 17639 0 17652 0 206376 0 0 0 Paul K Whelton MD 0 768520 0 136343 0 23874 0 405700 0 10808 0 1345245 0 19343 Francis Fennell Jr 197647 0 0 0 2256 0 17202 0 12307 0 229412 0 0 0 Abolhassan Jalilvand 258094 0 0 0 1796 0 23732 0 30047 0 313669 0 0 0 Mamdouh Bakhos MD 0 810314 0 250268 0 5774 0 20982 0 8509 0 1095847 0 0 Alexander Ghanayem MD 0 611611 0 135346 0 1139 0 20982 29190 18806 29190 787884 0 0 Bruce Lewis MD 0 674692 0 111500 0 1695 0 20982 0 18952 0 827821 0 0 Terry Light MD 138100 361356 0 228991 0 23086 830 20152 2225 17444 141155 651029 0 0 Guido Marra MD 0 542283 0 208921 0 732 0 20982 0 18663 0 791581 0 0 Anthony Barbato MD 0 208175 0 0 0 0 0 0 0 1807 0 209982 0 0 John Frendreis 202291 0 0 0 0 0 20660 0 20879 0 243830 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 $97,840 to cover Italian taxes, as he is an employee of the University's Rome Center. Supp Compensation Information - Supplemental nonqual retirement plan Schedule J, Part I, Question 4b Paul 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 revenues Schedule J, Part I, Question 5b Incentive 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 payments Schedule J, Part I, Question 7 Robert Kelly received $29,250 in housing assistance payments. Philip Kosiba received a bonus in the amount of $10,000. Illinois Educational Facilities Authority 521297563 4520015X4 2003-07-16 27775752 Construct/equip residence hall false false false Illinois Finance Authority 861091967 45200BJB5 2004-12-02 25212697 Construct/equip WT campus dorm false false false Illinois Finance Authority 861091967 45203TAC0 2008-06-04 80000000 SEE SCHEDULE O false false false ILLINOIS FINANCE AUTHORITY 861091967 45200B2C1 2007-04-12 28980884 Refund 1997A bonds issued 7/9/97 false false false 28214004 2509098 296051 25408855 2005 false false true true 670000 26113987 1923224 265600 338113 23587051 2006 false false true true 80082002 45131597 34950405 2009 true false true true 710000 28980884 330482 28650402 2007 true false true true false true true false true 0.00000 0.00000 0.00000 true false true true false true 0.00000 0.00000 0.00000 true false true true false true 0.00000 0.00000 0.00000 true false false false false false true false false false true Monumental Life 1.5 true false true false true false false false true false false false false false true SEE SCHEDULE O Robert D Kelly - purchase of house X 100000 106353 false false true 106353 Michael Beazley Family Member of Trustee 65520 Employment false Business Transactions with interested persons Form 990, Schedule L, Part IV Bernard J. Beazley, Trustee, has a family member employed by the reporting organization. X 3 201500 opinions of experts X 10057 cost / selling price X 9094 cost / selling price X 74 2083048 cost / selling price X 6 8918 cost / selling price X 2 10400 cost / selling price X 1 1230 opinions of experts X Other - Miscellaneous 538 177366 cost / selling price 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 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 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 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 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 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 ORGANIZATIONS FORM 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 balances Form 990, Part XI, Line 5 Proceeds 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 PURPOSE Form 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. Loyola University Health System 2160 South 1st Avenue Maywood IL 60153 363342448 Healthcare IL 501c3 11A Type II LUC Loyola University Medical Center 2160 South 1st Avenue Maywood IL 60153 364015560 Healthcare IL 501c3 3 LUHS Loyola University Physician Foundation 2 Westbrook Corporate Center Suite Westchester IL 60154 363999801 Healthcare IL 501c3 9 NA Loyola Management Company 820 N Michigan Avenue Chicago IL 60611 363858492 Title Holding IL 501c2 N/A LUC Mundelein College 820 N Michigan Avenue Chicago IL 60611 362179799 Education IL 501c3 2 LUC Gottlieb Memorial Hospital 701 W North Avenue Melrose Park IL 60160 362379649 Healthcare IL 501c3 3 LUHS Gottlieb Community Health Services Corp 701 W North Avenue Melrose Park IL 60160 363332852 Health Svcs IL 501c3 9 GMH Krasa Family Trust PO BOX 803878 Chicago IL 60680 366828217 Support LUC IL 501(c)(3) 11 NA Loyola Univ of Chicago Insur Co Ltd PO Box 1159 Grand Cayman Cayman Islands CJ KY1-1102 Insurance CJ NA C Corp Gottlieb Management Services Inc 2160 South 1st Avenue Maywood IL 60153 363330529 Management Svcs IL NA C Corp true false true false false false false false false true false false true true true true true true Loyola Management Company J 1956417 Loyola Management Company A 1132690 Loyola Management Company R 13180907 Loyola Management Company (Loan Forgiveness) Q 21100000 Loyola University of Chicago Insurance Co Ltd Q 151336 Loyola University Medical Center C 18258020 Loyola University Medical Center M 5524000 Loyola University Medical Center N 2037842 Loyola University Medical Center O 6394318 Loyola University Medical Center P 5739212 Krasa Family Trust C 189254 Transactions with Related Organizations Schedule R, Part V, Line 2 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.