LOYOLA UNIVERSITY HEALTH SYSTEM: Form 990, tax year 2010
View the entire original 990 at ProPublica ↗
- Organization
- LOYOLA UNIVERSITY HEALTH SYSTEM (EIN 36-3342448)
- Tax period
- 2010-07-01 to 2011-06-30
- Filed
- 2012-05-15
- IRS object ID
- 201221369349306047
- 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2012-05-15T14:58:15-05:00 | Timestamp |
| Tax Period End Date | 2011-06-30 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PRICEWATERHOUSECOOPERS LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1301 K STREET NW STE 800W | AddressLine1 |
| City | WASHINGTON | City |
| State | DC | State |
| ZIP Code | 200053333 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2010-07-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 363342448 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LOYOLA UNIVERSITY HEALTH SYSTEM | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | LOYO | NameControl |
| Phone | 7082169000 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2160 SOUTH FIRST AVENUE | AddressLine1 |
| City | MAYWOOD | City |
| State | IL | State |
| ZIP Code | 601533328 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | AJAY S SIAL | Name |
| Title | SENIOR VP & CFO | Title |
| Date Signed | 2012-05-15 | DateSigned |
| Authorize Third Party | true | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2024141000 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2010 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | PAUL K WHELTON MD MSC | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2160 SOUTH FIRST AVENUE | AddressLine1 |
| City | MAYWOOD | City |
| State | IL | State |
| ZIP Code | 601533328 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 3886467 | GrossReceipts |
| Group Return For Affiliates | false | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | WWW.LUHS.ORG | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1984 | YearFormation |
| State Legal Domicile | IL | StateLegalDomicile |
| Activity Or Mission Description | WE ARE THE SUPPORTING ORG. FOR LOYOLA UNIV. MEDICAL CTR., WHICH IS PART OF THE LAST FULLY-INTERGRATED JESUIT CATHOLIC UNIVERSITY, MEDICAL SCHOOL & TEACHING HOSPITAL IN AMERICA AND GOTTLIEB MEMORIAL HOSPITAL. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 23 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 19 | NbrIndependentVotingMembers |
| Total Nbr Employees | 0 | TotalNbrEmployees |
| Total Nbr Volunteers | 19 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 0 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 0 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 0 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 3954853 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 3886467 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 0 | InvestmentIncomePriorYear |
| Investment Income Current Year | -40477 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 0 | OtherRevenuePriorYear |
| Other Revenue Current Year | 0 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 3954853 | TotalRevenuePriorYear |
| Total Revenue Current Year | 3845990 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 0 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 0 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 0 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 0 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 0 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 0 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 3680300 | OtherExpensePriorYear |
| Other Expenses Current Year | 3642362 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 3680300 | TotalExpensesPriorYear |
| Total Expenses Current Year | 3642362 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 274553 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 203628 | RevenuesLessExpensesCY |
| Total Assets BOY | 9372769 | TotalAssetsBOY |
| Total Assets EOY | 9126103 | TotalAssetsEOY |
| Total Liabilities BOY | 22063497 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 21613203 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | -12690728 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | -12487100 | NetAssetsOrFundBalancesEOY |
| Mission Description | WE ARE THE SUPPORTING ORGANIZATION FOR LOYOLA UNIVERSITY MEDICAL CENTER, WHICH IS PART OF THE LAST FULLY-INTERGRATED JESUIT CATHOLIC UNIVERSITY, MEDICAL SCHOOL & TEACHING HOSPITAL IN AMERICA AND GOTTLIEB MEMORIAL HOSPITAL. | MissionDescription |
| Significant New Program Services | false | SignificantNewProgramServices |
| Significant Change | false | SignificantChange |
| Expense | 0 | Expense |
| Grants | 0 | Grants |
| Revenue | 0 | Revenue |
| Description | LOYOLA UNIVERSITY HEALTH SYSTEM ("LUHS") PROMOTES MEDICAL EDUCATION, MEDICAL RESEARCH AND PATIENT CARE THROUGH ITS SUPPORT OF LOYOLA UNIVERSITY MEDICAL CENTER AND GOTTLIEB MEMORIAL HOSPITAL AND THEIR FACILITIES. DETAILED STATEMENTS OF THOSE ORGANIZATIONS' PROGRAM SERVICE ACCOMPLISHMENTS ARE CONTAINED IN THEIR FORM 990 RETURNS. | Description |
Activity2 Activity2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 3553041 | Expense |
| Grants | 0 | Grants |
| Revenue | 3886467 | Revenue |
| Description | LOYOLA UNIVERSITY HEALTH SYSTEM PROMOTES THE HEALTH AND WELLNESS OF STUDENTS, VOLUNTEERS AND EMPLOYEES ON THE LOYOLA UNIVERSITY MEDICAL CENTER AND STRITCH SCHOOL OF MEDICINE CAMPUS, AS WELL AS MEMBERS OF THE SURROUNDING COMMUNITY, THROUGH ITS OPERATION OF THE LOYOLA CENTER FOR HEALTH AND FITNESS. | Description |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expense | 3553041 | TotalProgramServiceExpense |
| Described In501 C3 | true | DescribedIn501C3 |
| Schedule B Required | false | ScheduleBRequired |
| Political Activities | false | PoliticalActivities |
| Lobbying Activities | false | LobbyingActivities |
| Donor Advised Funds | false | DonorAdvisedFunds |
| Conservation Easements | false | ConservationEasements |
| Collections Of Art | false | CollectionsOfArt |
| Credit Counseling | false | CreditCounseling |
| Term Or Permanent Endowments | false | TermOrPermanentEndowments |
| Report Land Bldg Equip | true | ReportLandBldgEquip |
| Report Invest Oth Securities | true | ReportInvestOthSecurities |
| Report Prog Rel Invest | false | ReportProgRelInvest |
| Report Other Assets | false | ReportOtherAssets |
| Report Other Liabilities | true | ReportOtherLiabilities |
| Report Fin48 Footnote | false | ReportFin48Footnote |
| Independent Audit Financial Stmt | false | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | true | ConsolidatedAuditFinancialStmt |
| School | false | School |
| Foreign Office | false | ForeignOffice |
| Foreign Activities | true | ForeignActivities |
| More Than5000 K To Organizations | false | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividuals |
| Professional Fundraising | false | ProfessionalFundraising |
| Fundraising Activities | false | FundraisingActivities |
| Gaming | false | Gaming |
| Hospital | false | Hospital |
| Grants To Organizations | false | GrantsToOrganizations |
| Grants To Individuals | false | GrantsToIndividuals |
| Schedule J Required | true | ScheduleJRequired |
| Tax Exempt Bonds | false | TaxExemptBonds |
| Excess Benefit Transaction | false | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | false | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | false | LoanToOfficerOrDQP |
| Grant To Related Person | false | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | false | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | false | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | false | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | false | DeductibleNonCashContributions |
| Deductible Contributions Of Art | false | DeductibleContributionsOfArt |
| Terminated | false | Terminated |
| Partial Liquidation | false | PartialLiquidation |
| Disregarded Entity | false | DisregardedEntity |
| Related Entity | true | RelatedEntity |
| Related Org Controlled Entity | true | RelatedOrgControlledEntity |
| Transaction Related Entity | true | TransactionRelatedEntity |
| Transfers To Exempt Non Chrtbl Org | false | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | false | ActivitiesConductedPartnership |
| Schedule O Required | true | ScheduleORequired |
| Number Forms Transmitted With1096 | 0 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Number Of Employees | 0 | NumberOfEmployees |
| Unrelated Business Income | false | UnrelatedBusinessIncome |
| Foreign Financial Account | true | ForeignFinancialAccount |
| Name Of Foreign Country | CJ | NameOfForeignCountry |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTrans |
| Taxable Party Notification | false | TaxablePartyNotification |
| Non Deductible Contributions | false | NonDeductibleContributions |
| Quid Pro Quo Contributions | false | QuidProQuoContributions |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOf |
| Funds To Pay Premiums | false | FundsToPayPremiums |
| Premiums Paid | false | PremiumsPaid |
| Excess Business Holdings | false | ExcessBusinessHoldings |
| Indoor Tanning Services | false | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 23 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 19 | NumberIndependentVotingMembers |
| Family Or Business Relationship | true | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | true | DelegationOfManagementDuties |
| Changes To Organizing Docs | false | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuse |
| Members Or Stockholders | true | MembersOrStockholders |
| Election Of Board Members | true | ElectionOfBoardMembers |
| Decisions Subject To Approval | true | DecisionsSubjectToApproval |
| Minutes Of Governing Body | true | MinutesOfGoverningBody |
| Minutes Of Committees | true | MinutesOfCommittees |
| Officer Mailing Address | false | OfficerMailingAddress |
| Local Chapters | false | LocalChapters |
| Form990 Provided To Governing Body | true | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | true | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | true | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | true | RegularMonitoringEnforcement |
| Whistleblower Policy | true | WhistleblowerPolicy |
| Document Retention Policy | true | DocumentRetentionPolicy |
| Compensation Process CEO | true | CompensationProcessCEO |
| Compensation Process Other | true | CompensationProcessOther |
| Investment In Joint Venture | false | InvestmentInJointVenture |
| States Where Copy Of Return Is Filed | IL | StatesWhereCopyOfReturnIsFiled |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | JAY SIAL | NamePerson |
| Telephone Number | 7082164253 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2160 SOUTH FIRST AVENUE | AddressLine1 |
| City | MAYWOOD | City |
| State | IL | State |
| ZIP Code | 601533328 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part VII | X | InfoInScheduleOPartVII |
Form990 Part VII Section A Form990PartVIISectionA (34 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | OfficerOfficer | FormerFormer |
|---|---|---|---|---|---|---|---|
| PATRICK J KELLY | |||||||
| CHAIRMAN, BOARD OF DIRECTORS | 3.0 | X | 0 | 0 | 0 | ||
| JORDAN M HADELMAN | |||||||
| VICE CHAIR, BOARD OF DIRECTORS | 2.0 | X | 0 | 0 | 0 | ||
| WILLIAM T DIVANE JR | |||||||
| DIRECTOR | 2.0 | X | 0 | 0 | 0 | ||
| JAMES C DOWDLE | |||||||
| DIRECTOR | 2.0 | X | 0 | 0 | 0 | ||
| THOMAS P FITZGERALD | |||||||
| DIRECTOR | 2.0 | X | 0 | 0 | 0 | ||
| DANIEL L FLAHERTY SJ | |||||||
| DIRECTOR | 2.0 | X | 0 | 0 | 0 | ||
| MICHAEL J GARANZINI SJ | |||||||
| DIRECTOR | 2.0 | X | 0 | 0 | 0 | ||
| JACKIE TAYLOR HOLSTEN | |||||||
| DIRECTOR | 2.0 | X | 0 | 0 | 0 | ||
| JOHN L KEELEY JR | |||||||
| DIRECTOR | 2.0 | X | 0 | 0 | 0 | ||
| NANCY W KNOWLES | |||||||
| DIRECTOR | 2.0 | X | 0 | 0 | 0 | ||
| JOHN C LAHEY | |||||||
| DIRECTOR | 2.0 | X | 0 | 0 | 0 | ||
| HENRY S LANG | |||||||
| DIRECTOR | 2.0 | X | 0 | 0 | 0 | ||
| MICHAEL R LEYDEN | |||||||
| DIRECTOR | 2.0 | X | 0 | 0 | 0 | ||
| CARLOS MONTOYA | |||||||
| DIRECTOR (FROM DEC 10) | 2.0 | X | 0 | 0 | 0 | ||
| THOMAS C ORIGITANO MD | |||||||
| DIRECTOR | 2.0 | X | 0 | 642129 | 38316 | ||
| MICHAEL R QUINLAN | |||||||
| DIRECTOR | 2.0 | X | 0 | 0 | 0 | ||
| ERIC A REEVES | |||||||
| DIRECTOR | 2.0 | X | 0 | 0 | 0 | ||
| WILLIAM F REICHERT | |||||||
| DIRECTOR | 2.0 | X | 0 | 0 | 0 | ||
| MARC H SCHWARTZ | |||||||
| DIRECTOR (FROM SEPT 10) | 2.0 | X | 0 | 0 | 0 | ||
| ROBERT SULO MD | |||||||
| DIRECTOR | 2.0 | X | 0 | 323089 | 37300 | ||
| JACK A WEINBERG | |||||||
| DIRECTOR | 2.0 | X | 0 | 0 | 0 | ||
| DAVID J WILBER MD | |||||||
| DIRECTOR (FROM SEPT 10) | 2.0 | X | 0 | 641228 | 27754 | ||
| PAUL K WHELTON MD MSC | |||||||
| PRESIDENT, CEO | 2.0 | X | 0 | 928737 | 415488 | X | |
| SHARON O'KEEFE | |||||||
| PRESIDENT, LUH | 2.0 | 0 | 650753 | 120334 | X | ||
| JOHN P MORDACH | |||||||
| SR VP, CFO & TREASURER | 2.0 | 0 | 533041 | 64385 | X | ||
| CHARLES E REITER III | |||||||
| SR VP, GEN COUNSEL & SECRETARY | 2.0 | 0 | 538439 | 166514 | X | ||
| PATRICIA CASSIDY | |||||||
| SR VP STRATEGY LUHS, PRES GMH | 2.0 | 0 | 463419 | 142689 | X | ||
| DANIEL J POST | |||||||
| SR VP AMBULATORY & SYSTEM SVCS | 2.0 | 0 | 551726 | 119336 | X | ||
| KAREN ALEXANDER | |||||||
| SR VP DVLPMNT & EXTRNL AFFAIRS | 2.0 | 0 | 353656 | 57623 | X | ||
| JILL RAPPIS | |||||||
| AVP, DEP GEN CNSL & ASST SECR | 2.0 | 0 | 227756 | 58622 | X | ||
| RICHARD L GAMELLI MD | |||||||
| DEAN OF STRITCH & SR VP, LUHS | 2.0 | 0 | 1038980 | 34569 | X | ||
| ANTHONY L BARBATO MD | |||||||
| FORMER PRESIDENT EMERITUS | 0.0 | 0 | 208175 | 1807 | X | ||
| ELIZABETH FRYE MD | |||||||
| FMR SR VP (THROUGH 2008) | 0.0 | 0 | 154122 | 8508 | X | ||
| MICHAEL SCHEER | |||||||
| FMR SR VP, CFO(THROUGH MAR 09) | 0.0 | 0 | 557213 | 9730 | X | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 0 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 7812463 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 1302975 | TotalOtherCompensation |
| Number Individuals GT100 K | 0 | NumberIndividualsGT100K |
| Formers Listed | true | FormersListed |
| Total Comp GT150 K | true | TotalCompGT150K |
| Compensation From Other Sources | false | CompensationFromOtherSources |
Contractor Compensation ContractorCompensation (2 entries)
| Address Line1AddressOfContractor/AddressUS/AddressLine1 | CityAddressOfContractor/AddressUS/City | StateAddressOfContractor/AddressUS/State | ZIP CodeAddressOfContractor/AddressUS/ZIPCode | Description Of ServicesDescriptionOfServices | CompensationCompensation |
|---|---|---|---|---|---|
| POWER WELLNESS MANAGEMENT LLC | |||||
| 2055 W ARMY TRAIL RD STE 124 | ADDISON | IL | 60101 | FITNESS CENTER MGMT | 1530742 |
| ADVANCED CLEANING TECHNOLOGIES | |||||
| 1350 LOUIS AVE | ELK GROVE VILLAGE | IL | 60007 | CLEANING SRVCS | 167300 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 2 | NumberOfContractorsGT100K |
| Total Contributions | 0 | TotalContributions |
Program Service Revenue ProgramServiceRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | HEALTH & FITNESS CENTER MEMBERSHIPS | Description |
| Business Code | 713940 | BusinessCode |
| Total Revenue Column | 3886467 | TotalRevenueColumn |
| Related Or Exempt Function Income | 3886467 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 3886467 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
| Exclusion | $0 | ExclusionAmount |
Income From Invest Bond Proceeds IncomeFromInvestBondProceeds
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
| Exclusion | $0 | ExclusionAmount |
Royalties Revenue RoyaltiesRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
| Exclusion | $0 | ExclusionAmount |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | 0 | Other |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | 40477 | Other |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | -40477 | Other |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -40477 | TotalRevenueColumn |
| Exclusion | -$40,477 | ExclusionAmount |
Net Income From Fundraising Events NetIncomeFromFundraisingEvents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
| Exclusion | $0 | ExclusionAmount |
Net Income From Gaming NetIncomeFromGaming
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
| Exclusion | $0 | ExclusionAmount |
Net Income Or Loss NetIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
| Exclusion | $0 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 0 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 3845990 | TotalRevenueColumn |
| Related Or Exempt Function Income | 3886467 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | -$40,477 | ExclusionAmount |
Grants To Domestic Orgs GrantsToDomesticOrgs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Grants To Domestic Individuals GrantsToDomesticIndividuals
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Foreign Grants ForeignGrants
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Benefits To Members BenefitsToMembers
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Comp Disqual Persons CompDisqualPersons
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Fees For Services Management FeesForServicesManagement
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1476276 | Total |
| Program Services | 1476276 | ProgramServices |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Fees For Services Lobbying FeesForServicesLobbying
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 556155 | Total |
| Program Services | 556155 | ProgramServices |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 134236 | Total |
| Program Services | 134236 | ProgramServices |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 81456 | Total |
| Program Services | 16135 | ProgramServices |
| Management And General | 65321 | ManagementAndGeneral |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Royalties Royalties
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 366000 | Total |
| Program Services | 366000 | ProgramServices |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Travel Entrtnmnt Public Officials TravelEntrtnmntPublicOfficials
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 367048 | Total |
| Program Services | 367048 | ProgramServices |
Payments To Affiliates PaymentsToAffiliates
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 320115 | Total |
| Program Services | 320115 | ProgramServices |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Other Expenses OtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | FITNESS CENTER SUPPLIES | Description |
| Total | 341076 | Total |
| Program Services | 341076 | ProgramServices |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 3642362 | Total |
| Program Services | 3577041 | ProgramServices |
| Management And General | 65321 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 176088 | BOY |
| EOY | 42154 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 10702 | BOY |
| EOY | 7589 | EOY |
Inventories For Sale Or Use InventoriesForSaleOrUse
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 10926 | BOY |
| EOY | 8000 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 10857711 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 2493849 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 8470555 | BOY |
| EOY | 8363862 | EOY |
Investments Other Securities InvestmentsOtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 704498 | BOY |
| EOY | 704498 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 9372769 | BOY |
| EOY | 9126103 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 306202 | BOY |
| EOY | 184666 | EOY |
Deferred Revenue DeferredRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 226377 | BOY |
| EOY | 185013 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 21530918 | BOY |
| EOY | 21243524 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 22063497 | BOY |
| EOY | 21613203 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | -12690728 | BOY |
| EOY | -12487100 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | -12690728 | BOY |
| EOY | -12487100 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 9372769 | BOY |
| EOY | 9126103 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expenses | 203628 | ReconcilationRevenueExpenses |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | false | AccountantCompileOrReview |
| FS Audited | true | FSAudited |
| Audit Committee | true | AuditCommittee |
| Financial Statement Consolidated | X | FinancialStatementConsolidated |
| Federal Grant Audit Required | false | FederalGrantAuditRequired |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Supporting Organization509a3 | X | SupportingOrganization509a3 |
| Supporting Org509a3 Type2 | X | SupportingOrg509a3Type2 |
| Certification Checkbox | X | CertificationCheckbox |
| Contrib By Controlling Individual | false | ContribByControllingIndividual |
| Contribution By Related Party | false | ContributionByRelatedParty |
| Contrib By35 Controlled Entity | false | ContribBy35ControlledEntity |
Supported Org Information SupportedOrgInformation
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LOYOLA UNIVERSITY MEDICAL CENTER | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 364015560 | EIN |
| Type Of Organization | 03 | TypeOfOrganization |
| Listed In Governing Doc | true | ListedInGoverningDoc |
| Supported Organization Notified | true | SupportedOrganizationNotified |
| Organized In US | true | OrganizedInUS |
| Amount | $0 | Amount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Number Of Supported Orgs | 1 | TotalNumberOfSupportedOrgs |
| Sum Of Amounts | 0 | SumOfAmounts |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Art Public Exhibition Amts | ArtPublicExhibitionAmts | |
| Held Works Of Art Amts | HeldWorksOfArtAmts | |
| Land | Land |
Buildings Buildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 9768088 | OtherCostOrOtherBasis |
| Depreciation | 1773619 | Depreciation |
| Book Value | 7994469 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Leasehold Improvements | LeaseholdImprovements |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 1089623 | OtherCostOrOtherBasis |
| Depreciation | 720230 | Depreciation |
| Book Value | 369393 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Land Buildings | OtherLandBuildings | |
| Total Of Book Value Land Buildings | 8363862 | TotalOfBookValueLandBuildings |
| Financial Derivatives | FinancialDerivatives | |
| Closely Held Equity Interests | CloselyHeldEquityInterests |
Other Securities OtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | INV IN LUC INSURANCE CO, LTD. | Description |
| Book Value | 704498 | BookValue |
| Method Of Valuation | C | MethodOfValuation |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Securities | 704498 | TotalOfBookValueSecurities |
| Federal Income Tax Liability | 0 | FederalIncomeTaxLiability |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | DUE TO LOYOLA UNIV MEDICAL CENTER | Description |
| Amount | $21,243,524 | Amount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 21243524 | TotalOfAmounts |
Schedule F IRS990ScheduleF
Accts Actvs Out US Table AcctsActvsOutUSTable
| Field | Value | IRS element (for citing) |
|---|---|---|
| Region | Central America and the Caribbean | Region |
| Number Of Offices | 0 | NumberOfOffices |
| Number Of Employees | 0 | NumberOfEmployees |
| Type Of Activities Conducted | Investments | TypeOfActivitiesConducted |
| Total Expenditures | 704000 | TotalExpenditures |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Number Of Offices | 0 | SubtotalNumberOfOffices |
| Subtotal Number Of Employees | 0 | SubtotalNumberOfEmployees |
| Total Number Of Offices | 0 | TotalNumberOfOffices |
| Total Number Of Employees | 0 | TotalNumberOfEmployees |
| Subtotal Amount Spent | 704000 | SubtotalAmountSpent |
| Total Amount Spent | 704000 | TotalAmountSpent |
| Transfer To Foreign Corp | false | TransferToForeignCorp |
| Interest In Foreign Trust | false | InterestInForeignTrust |
| Own Foreign Corp | true | OwnForeignCorp |
| Passive Foreign Invest Co | false | PassiveForeignInvestCo |
| Foreign Partnership | false | ForeignPartnership |
| Boycott Countries | false | BoycottCountries |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Severance Payment | true | SeverancePayment |
| Supplemental Nonqual Retire Plan | true | SupplementalNonqualRetirePlan |
| Equity Based Comp Arrangement | false | EquityBasedCompArrangement |
| Comp Based On Revenue Of Filing Org | false | CompBasedOnRevenueOfFilingOrg |
| Comp Based On Revenue Related Orgs | false | CompBasedOnRevenueRelatedOrgs |
| Comp Based Net Earnings Filing Org | false | CompBasedNetEarningsFilingOrg |
| Comp Based Net Earnings Relate Orgs | false | CompBasedNetEarningsRelateOrgs |
| Any Non Fixed Payments | false | AnyNonFixedPayments |
| Initial Contract Exception | false | InitialContractException |
Form990 Schedule J Part II Form990ScheduleJPartII (15 entries)
| Base Compensation Filing OrgBaseCompensationFilingOrg | Comp Based On Related OrgsCompBasedOnRelatedOrgs | Bonus Filing OrgBonusFilingOrg | Bonus Related OrgsBonusRelatedOrgs | Other Compensation Filing OrgOtherCompensationFilingOrg | Other Compensation Related OrgsOtherCompensationRelatedOrgs | Deferred Comp Filing OrgDeferredCompFilingOrg | Deferred Comp Related OrgsDeferredCompRelatedOrgs | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrg | Nontaxable Benefits Related OrgsNontaxableBenefitsRelatedOrgs | Total Compensation Filing OrgTotalCompensationFilingOrg | Total Compensation Related OrgsTotalCompensationRelatedOrgs | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrg | Comp Report Prior990 Related OrgsCompReportPrior990RelatedOrgs |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| THOMAS C ORIGITANO MD | |||||||||||||
| 0 | 576414 | 0 | 61902 | 0 | 3813 | 0 | 20982 | 0 | 19725 | 0 | 682836 | 0 | 0 |
| ROBERT SULO MD | |||||||||||||
| 0 | 320905 | 0 | 0 | 0 | 2184 | 0 | 20982 | 0 | 17319 | 0 | 361390 | 0 | 0 |
| DAVID J WILBER MD | |||||||||||||
| 0 | 571605 | 0 | 65985 | 0 | 3638 | 0 | 20982 | 0 | 8951 | 0 | 671161 | 0 | 0 |
| PAUL K WHELTON MD MSC | |||||||||||||
| 0 | 768520 | 0 | 136343 | 0 | 23874 | 0 | 405700 | 0 | 10808 | 0 | 1345245 | 0 | 19343 |
| SHARON O'KEEFE | |||||||||||||
| 0 | 526478 | 0 | 79000 | 0 | 45275 | 0 | 98911 | 0 | 22443 | 0 | 772107 | 0 | 0 |
| JOHN P MORDACH | |||||||||||||
| 0 | 465205 | 0 | 48000 | 0 | 19836 | 0 | 37700 | 0 | 27705 | 0 | 598446 | 0 | 0 |
| CHARLES E REITER III | |||||||||||||
| 0 | 454548 | 0 | 0 | 0 | 83891 | 0 | 144091 | 0 | 23563 | 0 | 706093 | 0 | 0 |
| PATRICIA CASSIDY | |||||||||||||
| 0 | 380023 | 0 | 56300 | 0 | 27096 | 0 | 132900 | 0 | 10809 | 0 | 607128 | 0 | 0 |
| DANIEL J POST | |||||||||||||
| 0 | 351618 | 0 | 110995 | 0 | 89113 | 0 | 101217 | 0 | 19139 | 0 | 672082 | 0 | 58495 |
| KAREN ALEXANDER | |||||||||||||
| 0 | 302815 | 0 | 50148 | 0 | 693 | 0 | 36200 | 0 | 22311 | 0 | 412167 | 0 | 6648 |
| JILL RAPPIS | |||||||||||||
| 0 | 226945 | 0 | 0 | 0 | 811 | 0 | 52085 | 0 | 7239 | 0 | 287080 | 0 | 0 |
| RICHARD L GAMELLI MD | |||||||||||||
| 0 | 613524 | 0 | 420559 | 0 | 4897 | 0 | 20982 | 0 | 17187 | 0 | 1077149 | 0 | 0 |
| ANTHONY L BARBATO MD | |||||||||||||
| 0 | 0 | 0 | 0 | 0 | 208175 | 0 | 0 | 0 | 1807 | 0 | 209982 | 0 | 0 |
| ELIZABETH FRYE MD | |||||||||||||
| 0 | 1990 | 0 | 0 | 0 | 152132 | 0 | 0 | 0 | 8889 | 0 | 163011 | 0 | 0 |
| MICHAEL SCHEER | |||||||||||||
| 0 | 0 | 0 | 123610 | 0 | 433603 | 0 | 0 | 0 | 9730 | 0 | 566943 | 0 | 123610 |
Form990 Schedule J Part III Form990ScheduleJPartIII (4 entries)
| IdentifierIdentifier | ExplanationExplanation |
|---|---|
| PART I, LINE 3 | THE FILING ORGANIZATION'S CEO, OFFICERS AND KEY EMPLOYEES ARE EMPLOYED AND PAID BY THE LOYOLA UNIVERSITY MEDICAL CENTER ("LUMC"). LUMC USED A COMPENSATION COMMITTEE, WRITTEN EMPLOYMENT CONTRACT, INDEPENDENT COMPENSATION CONSULTANT, COMPENSATION SURVEY OR STUDY, AND APPROVAL BY THE BOARD OR COMPENSATION COMMITTEE. |
| PART I, LINE 4A | DR. ELIZABETH FRYE IS A FORMER SENIOR VICE PRESIDENT OF THE ORGANIZATION AND RECEIVED A SEVERANCE PAYMENT IN THE AMOUNT OF $151,239 AS A RESULT OF HER SEPARATE FROM SERVICE. MICHAEL SCHEER, THE ORGANIZATION'S FORM SENIOR VICE PRESIDENT, CHIEF FINANCIAL OFFICER AND TREASURER ("LUMC CFO") RECEIVED A SEVERANCE PAYMENT IN THE AMOUNT OF $432,603 AS A RESULT OF HIS SEPARATION FROM SERVICE. IN ORDER TO MAINTAIN CONTINUITY THROUGH THE SENIOR EXECUTIVE TRANSITION WHEN LUMC'S FORMER CEO RETIRED AFTER MANY YEARS OF SERVICE, LUMC ENTERED INTO A WRITTEN AGREEMENT WITH DR. ANTHONY BARBATO TO ASSURE HIS AVAILABILITY FOR CONSULTATION. HE RECEIVED A SEVERANCE PAYMENT IN THE AMOUNT OF $208,175. |
| PART I, LINE 4B | BOTH THE LUMC RETIREMENT RESTORATION PLAN (RRP) AND THE LUMC SUPPLEMENTAL EXECUTIVE RETIREMENT PLAN (SERP) ARE NON-QUALIFIED DEFERRED COMPENSATION PLANS WITH PARTICIPATION LIMITED TO A CERTAIN GROUP OF EXECUTIVES. BOTH PLANS PROVIDE A BENEFIT PAYABLE ON TERMINATION OF EMPLOYMENT AS A SUPPLEMENTAL RETIREMENT BENEFIT. THE RRP APPLIES THE BENEFIT FORMULA OF THE LUMC EMPLOYEES' RETIREMENT PLAN (ERP) AND THE LOYOLA UNIVERSITY OF CHICAGO ("LUC") EMPLOYEES' RETIREMENT PLAN (LUERP) TO A PARTICIPANT'S SERVICE AND COMPENSATION WITHOUT REGARD TO THE LIMITS ON COMPENSATION IMPOSED BY LAW ON ERP AND LUERP. THE RESULTING AMOUNT IS REDUCED BY THE BENEFITS ACTUALLY PAYABLE UNDER ERP AND LUERP, AND THE RESULTING ADDITIONAL BENEFIT IS CONVERTED TO AN ACTUARIAL BENEFIT UNDER THE SAME FORMULA FOR LATER-HIRED EXECUTIVES. BOTH THE RRP AND THE SERP COMPLY WITH SECTION 409A OF THE INTERNAL REVENUE CODE (CODE). BOTH CONTAIN COMPLIANT DEFINITIONS FOR DISABILITY, TERMINATION OF EMPLOYMENT AND UNFORESEEABLE EMERGENCY, AND BOTH PLANS SPECIFY THE TIME AND FORM OF BENEFIT PAYMENT. BECAUSE OF THE SPECIAL INCOME TAX RULES THAT APPLY TO TAX-EXEMPT ENTITIES UNDER SECTION 457(F) OF THE CODE, BENEFITS PROVIDED UNDER NON-QUALIFIED DEFERRED COMPENSATION ARRANGEMENTS LIKE THE RRP AND THE SERP ARE TAXABLE ON THE EARLIER OF THE DATE SUCH BENEFITS ARE ACTUALLY PAID TO A PARTICIPANT OR THE DATE THE PARTICIPANT'S RIGHT TO RECEIVE BENEFITS BECOMES VESTED (NON-FORFEITABLE). UNDER THE TERMS OF THE PLANS IN THE CARE OF BOTH THE SERP AND THE RRP, BENEFITS VEST AFTER FIVE YEARS OF SERVICE. CONSEQUENTLY, THE AMOUNT OF A PARTICIPANT'S ACCRUED BENEFIT IS TAXABLE WHEN THE PARTICIPANT IS CREDITED WITH FIVE YEARS OF SERVICE (FUTURE BENEFITS ARE ALSO TAXABLE AS THEY ACCRUE AFTER VESTING). BOTH THE RRP AND THE SERP PROVIDE A PAYMENT TO PARTICIPANTS IN AN AMOUNT BASED ON THEIR INCOME TAX OBLIGATIONS. FOR BENEFITS VESTING PRIOR TO TERMINATION OF EMPLOYMENT (OTHER EVENTS, SUCH AS DISABILITY, DEATH OR FINANCIAL HARDSHIP RESULTING FROM AN UNFORESEEABLE EMERGENCY CAN ALSO TRIGGER PAYMENT OF BENEFITS), THIS PAYMENT IS A PERMISSIBLE BENEFIT DISTRIBUTION UNDER THE SECTION 409(A) REGULATIONS. ANY SUCH PAYMENTS ARE TREATED AS ACCELERATED PAYMENTS OF BENEFITS AND REDUCE THE BENEFIT AMOUNT PAYABLE AT TERMINATION OF EMPLOYMENT. PAUL K. WHELTON, SHARON O'KEEFE, JOHN MORDACH, CHARLES E. REITER, III, KAREN ALEXANDER AND DANIEL POST PARTICIPATED IN THE SERP BUT RECEIVED NO PAYMENTS. PAUL K. WHELTON, SHARON O'KEEFE, JOHN MORDACH AND KAREN ALEXANDER ARE NON-VESTED PARTICIPANTS IN THE SERP PLAN. CHARLES E. REITER, III AND PATRICIA CASSIDY PARTICIPATED IN THE RRP BUT RECEIVED NO PAYMENTS. |
| PART II & FORM 990, PART VII | THOMAS ORIGITANO, ROBERT SULO, AND DAVID J WILBER ARE EMPLOYED FULL TIME AS PHYSICIANS OF LUMC AND ARE NOT COMPENSATED FOR THEIR POSITIONS ON THE BOARD. |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (40 entries)
| IdentifierIdentifier | ExplanationExplanation | Return ReferenceReturnReference |
|---|---|---|
| FORM 990, PART VI, SECTION A, LINE 2 | PATRICK KELLY, THOMAS FITZGERALD AND PATRICIA CASSIDY HAVE IDENTIFIED A BUSINESS RELATIONSHIP WITH EACH OTHER. PATRICK KELLY AND ERIC REEVES HAVE IDENTIFIED A BUSINESS RELATIONSHIP WITH EACH OTHER. | |
| FORM 990, PART VI, SECTION A, LINE 3 | DURING A MANAGEMENT TRANSITION, AN EMPLOYEE OF NAVIGANT CONSULTING TEMPORARILY PERFORMED THE CFO FUNCTIONS. MANAGEMENT DUTIES INCLUDED, BUT WERE NOT LIMITED TO, CONSULTING ON THE HIRING, FIRING, AND SUPERVISING OF PERSONNEL; PLANNING OR EXECUTING BUDGETS OR FINANCIAL OPERATIONS; AND SUPERVISING EXEMPT OPERATIONS OR UNRELATED TRADES OR BUSINESS OF THE ORGANIZATION. THE NAVIGANT CONSULTANT DID NOT HAVE INDEPENDENT AUTHORITY OVER ANY DECISIONS DESCRIBED & ALL RECOMMENDATIONS REQUIRED APPROVAL BY SENIOR MANAGEMENT AND/OR THE CEO. | |
| FORM 990, PART VI, SECTION A, LINES 6, 7A & 7B | LUC, AN ILLINOIS NOT-FOR-PROFIT CORPORATION EXEMPT UNDER SECTION 501(C)(3) OF THE CODE IS THE SOLE MEMBER OF LOYOLA UNIVERSITY HEALTH SYSTEM ("LUHS"). AS SOLE MEMBER, LUC HAS THE RIGHT TO ELECT, REMOVE, APPOINT AND REPLACE THE LUHS GOVERNING BODY AND THE LUHS PRESIDENT AND APPROVE SIGNIFICANT DECISIONS OF THE LUHS GOVERNING BODY INCLUDING, BUT NOT LIMITED TO, CHANGES TO GOVERNING DOCUMENTS, PLAN OF DISSOLUTION OR LIQUIDATION AND EMPLOYEE BENEFIT CHANGES. NO DIRECTORS ARE COMPENSATED FOR THEIR DIRECTOR ROLE. | |
| FORM 990, PART VI, SECTION B, LINE 11B | THE FORM 990 IS PREPARED BY AN EXTERNAL ACCOUNTING FIRM, BASED ON THE INFORMATION PROVIDED BY A MULTI-DISCIPLINARY COMMITTEE OF LUMC STAFF. A DETAILED SUMMARY OF THE DRAFT FORM 990 IS PRESENTED TO THE ORGANIZATION'S BOARD FINANCE & PLANNING COMMITTEE AND THE ORGANIZATION'S OFFICERS ARE PROVIDED A COPY OF THE ORGANIZATION'S DRAFT FORM 990 (INCLUDING ALL REQUIRED SCHEDULES). THE COMPLETE FORM 990 IS PROVIDED TO THE LUMC BOARD IN ELECTRONIC FORM, PRIOR TO FINALIZING AND FILING THE FORM. | |
| FORM 990, PART VI, SECTION B, LINE 12C | EACH YEAR, DIRECTORS, OFFICERS, MEDICAL STAFF, VARIOUS CLASSES OF EMPLOYEES (E.G., MANAGERS, MEDICAL RESIDENTS, RESEARCHERS) ARE OBLIGATED TO COMPLETE A DISCLOSURE STATEMENT THAT INCLUDES A LIST OF QUESTIONS TO IDENTIFY CONFLICTS OF INTEREST. THIS REQUIREMENT IS A CONDITION OF PERFORMANCE EVALUATION FOR LUMC EMPLOYEES. IN THE CASE OF DIRECTORS AND OFFICERS, THE BOARD OF DIRECTORS REVIEW THE DISCLOSURES. OTHER DISCLOSURES ARE REPORTED AND REVIEWED BY THE FORM 990 STEERING COMMITTEE. A DIRECTOR WITH A CONFLICT OF INTEREST MAY BE COUNTED IN DETERMINING WHETHER A QUORUM IS PRESENT BUT MAY NOT BE COUNTED WHEN THE BOARD OR A BOARD COMMITTEE TAKES ACTION ON A TRANSACTION RELATED TO THE CONFLICT. | |
| FORM 990, PART VI, SECTION B, LINES 15A & 15B | LUHS' CEO, OFFICERS AND KEY EMPLOYEES ARE EMPLOYED AND PAID BY LOYOLA UNIVERSITY MEDICAL CENTER. THERE WERE NO NEW SENIOR EXECUTIVES HIRED DURING THE CALENDAR YEAR 2010. IN THAT YEAR, THE COMPENSATION COMMITTEE REVIEWED AN INDEPENDENT CONSULTANT'S FINDINGS OF LUMC'S CURRENT EXECUTIVE COMPENSATION PROGRAM. THE INDEPENDENT CONSULTANT'S REVIEW INCLUDED EXECUTIVE COMPENSATION DATA FROM COMPARABLY SIZED SYSTEMS AND ASPIRATE INSTITUTIONS. NON-FIXED INCENTIVE COMPENSATION PAYMENTS WERE REVIEWED BY THE EXECUTIVE COMMITTEE PRIOR TO DISTRIBUTION. MINUTES SUPPORT THE DISCUSSION OF THESE COMPENSATION PACKAGES AND BONUS PAYMENTS. | |
| FORM 990, PART VI, SECTION C, LINE 19 | LUHS' GOVERNING DOCUMENTS ARE NOT AVAILABLE TO THE PUBLIC. LUHS' CONFLICT OF INTEREST AND DISCLOSURE OF CERTAIN INTERESTS POLICIES ARE AVAILABLE TO THE PUBLIC AND LOCATED AT: HTTP://WWW.LOYOLAMEDICINE.ORG/LEARN_ABOUT_US/. LUMC'S FINANCIAL STATEMENTS ARE AVAILABLE ON THE ILLINOIS ATTORNEY GENERALS WEB SITE AT: HTTP://WWW.ILLINOISATTORNEYGENERAL.GOV/CHARITIES/SEARCH/INDEX.JSP. FINANCIAL PERFORMANCE SUMMARIES ARE CONTAINED IN THE LUHS ANNUAL REPORT & MADE AVAILABLE TO THE PUBLIC ON THE LUHS WEBSITE AT: HTTP://WWW.LOYOLAMEDICINE.ORG/NEWS/PUBLICATIONS/LUHS_ANNUAL_REPORT/INDEX.C FM | |
| TAX EXEMPT BOND DISCLOSURE | LOYOLA UNIVERSITY HEALTH SYSTEM AND LOYOLA UNIVERSITY MEDICAL CENTER ("LUMC") ARE MEMBERS OF THE OBLIGATED GROUP FOR THE FOLLOWING TAX EXEMPT BOND ISSUES: 45200BN46 45200BN53 45200BS58 THE FINANCIAL DETAILS ARE REPORTED ON THE LUMC FINANCIAL STATEMENTS AS WELL AS SCHEDULE K OF LUMC'S FORM 990 RETURN. | |
| HOURS DEVOTED FOR RELATED ORGANIZATION | NAME:PATRICK J KELLY TITLE:CHAIRMAN, BOARD OF DIRECTORS HOURS:3 | FORM 990 PART VII |
| HOURS DEVOTED FOR RELATED ORGANIZATION | NAME:JORDAN M HADELMAN TITLE:VICE CHAIR, BOARD OF DIRECTORS HOURS:2 | FORM 990 PART VII |
| HOURS DEVOTED FOR RELATED ORGANIZATION | NAME:WILLIAM T DIVANE, JR TITLE:DIRECTOR HOURS:2 | FORM 990 PART VII |
| HOURS DEVOTED FOR RELATED ORGANIZATION | NAME:JAMES C DOWDLE TITLE:DIRECTOR HOURS:2 | FORM 990 PART VII |
| HOURS DEVOTED FOR RELATED ORGANIZATION | NAME:THOMAS P FITZGERALD TITLE:DIRECTOR HOURS:2 | FORM 990 PART VII |
| HOURS DEVOTED FOR RELATED ORGANIZATION | NAME:DANIEL L FLAHERTY, SJ TITLE:DIRECTOR HOURS:2 | FORM 990 PART VII |
| HOURS DEVOTED FOR RELATED ORGANIZATION | NAME:MICHAEL J GARANZINI, SJ TITLE:DIRECTOR HOURS:2 | FORM 990 PART VII |
| HOURS DEVOTED FOR RELATED ORGANIZATION | NAME:JACKIE TAYLOR HOLSTEN TITLE:DIRECTOR HOURS:2 | FORM 990 PART VII |
| HOURS DEVOTED FOR RELATED ORGANIZATION | NAME:JOHN L KEELEY, JR TITLE:DIRECTOR HOURS:2 | FORM 990 PART VII |
| HOURS DEVOTED FOR RELATED ORGANIZATION | NAME:NANCY W KNOWLES TITLE:DIRECTOR HOURS:2 | FORM 990 PART VII |
| HOURS DEVOTED FOR RELATED ORGANIZATION | NAME:JOHN C LAHEY TITLE:DIRECTOR HOURS:2 | FORM 990 PART VII |
| HOURS DEVOTED FOR RELATED ORGANIZATION | NAME:HENRY S LANG TITLE:DIRECTOR HOURS:2 | FORM 990 PART VII |
| HOURS DEVOTED FOR RELATED ORGANIZATION | NAME:MICHAEL R LEYDEN TITLE:DIRECTOR HOURS:2 | FORM 990 PART VII |
| HOURS DEVOTED FOR RELATED ORGANIZATION | NAME:CARLOS MONTOYA TITLE:DIRECTOR (FROM DEC 10) HOURS:2 | FORM 990 PART VII |
| HOURS DEVOTED FOR RELATED ORGANIZATION | NAME:THOMAS C ORIGITANO, MD TITLE:DIRECTOR HOURS:38 | FORM 990 PART VII |
| HOURS DEVOTED FOR RELATED ORGANIZATION | NAME:MICHAEL R QUINLAN TITLE:DIRECTOR HOURS:2 | FORM 990 PART VII |
| HOURS DEVOTED FOR RELATED ORGANIZATION | NAME:ERIC A REEVES TITLE:DIRECTOR HOURS:2 | FORM 990 PART VII |
| HOURS DEVOTED FOR RELATED ORGANIZATION | NAME:WILLIAM F REICHERT TITLE:DIRECTOR HOURS:2 | FORM 990 PART VII |
| HOURS DEVOTED FOR RELATED ORGANIZATION | NAME:MARC H SCHWARTZ TITLE:DIRECTOR (FROM SEPT 10) HOURS:2 | FORM 990 PART VII |
| HOURS DEVOTED FOR RELATED ORGANIZATION | NAME:ROBERT SULO, MD TITLE:DIRECTOR HOURS:40 | FORM 990 PART VII |
| HOURS DEVOTED FOR RELATED ORGANIZATION | NAME:JACK A. WEINBERG TITLE:DIRECTOR HOURS:2 | FORM 990 PART VII |
| HOURS DEVOTED FOR RELATED ORGANIZATION | NAME:DAVID J WILBER, MD TITLE:DIRECTOR (FROM SEPT 10) HOURS:38 | FORM 990 PART VII |
| HOURS DEVOTED FOR RELATED ORGANIZATION | NAME:PAUL K WHELTON, MD, MSC TITLE:PRESIDENT, CEO HOURS:40 | FORM 990 PART VII |
| HOURS DEVOTED FOR RELATED ORGANIZATION | NAME:SHARON O'KEEFE TITLE:PRESIDENT, LUH HOURS:40 | FORM 990 PART VII |
| HOURS DEVOTED FOR RELATED ORGANIZATION | NAME:JOHN P MORDACH TITLE:SR VP, CFO & TREASURER HOURS:40 | FORM 990 PART VII |
| HOURS DEVOTED FOR RELATED ORGANIZATION | NAME:CHARLES E REITER, III TITLE:SR VP, GEN COUNSEL & SECRETARY HOURS:40 | FORM 990 PART VII |
| HOURS DEVOTED FOR RELATED ORGANIZATION | NAME:PATRICIA CASSIDY TITLE:SR VP STRATEGY LUHS, PRES GMH HOURS:38 | FORM 990 PART VII |
| HOURS DEVOTED FOR RELATED ORGANIZATION | NAME:DANIEL J POST TITLE:SR VP AMBULATORY & SYSTEM SVCS HOURS:40 | FORM 990 PART VII |
| HOURS DEVOTED FOR RELATED ORGANIZATION | NAME:KAREN ALEXANDER TITLE:SR VP DVLPMNT & EXTRNL AFFAIRS HOURS:40 | FORM 990 PART VII |
| HOURS DEVOTED FOR RELATED ORGANIZATION | NAME:JILL RAPPIS TITLE:AVP, DEP GEN CNSL & ASST SECR HOURS:38 | FORM 990 PART VII |
| HOURS DEVOTED FOR RELATED ORGANIZATION | NAME:RICHARD L GAMELLI, MD TITLE:DEAN OF STRITCH & SR VP, LUHS HOURS:40 | FORM 990 PART VII |
| HOURS DEVOTED FOR RELATED ORGANIZATION | NAME:ELIZABETH FRYE, MD TITLE:FMR SR VP (THROUGH 2008) HOURS:10 | FORM 990 PART VII |
Schedule R IRS990ScheduleR
Form990 Schedule R Part II Form990ScheduleRPartII (4 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EINEIN | Primary ActivitiesPrimaryActivities | Legal Domicile StateLegalDomicileState | Exempt Code SectionExemptCodeSection | Public Charity StatusPublicCharityStatus | Business Name Line1DirectControllingEntityName/BusinessNameLine1 |
|---|---|---|---|---|---|---|---|---|---|
| LOYOLA UNIVERSITY OF CHICAGO | |||||||||
| 820 N MICHIGAN AVE | CHICAGO | IL | 60611 | 361408475 | EDUCATION | IL | 501(C)(3) | 2 | NA |
| LOYOLA UNIVERSITY MEDICAL CENTER | |||||||||
| 2160 S FIRST AVE | MAYWOOD | IL | 60153 | 364015560 | HEALTHCARE | IL | 501(C)(3) | 3 | LUHS |
| GOTTLIEB MEMORIAL HOSPITAL | |||||||||
| 701 W NORTH AVE | MELROSE PARK | IL | 60160 | 362379649 | HEALTHCARE | IL | 501(C)(3) | 3 | LUHS |
| GOTTLIEB COMMUNITY HEALTH SERVICES CORP | |||||||||
| 701 W NORTH AVE | MELROSE PARK | IL | 60160 | 363332852 | HEALTH SVCS | IL | 501(C)(3) | 9 | GOTTLIEB HOS |
Form990 Schedule R Part III Form990ScheduleRPartIII (2 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EINEIN | Primary ActivityPrimaryActivity | Legal Domicile StateLegalDomicileState |
|---|---|---|---|---|---|---|
| LOYOLA AMB SRGY CTR | ||||||
| SUMMIT AVE | OAKBRK TR | IL | 60181 | 364119522 | SURGICAL SVCS | IL |
| RML SPECIALTY HSPTL | ||||||
| S CNTRY RD | HINSDALE | IL | 60521 | 364113692 | HEALTHCARE | IL |
Form990 Schedule R Part IV Form990ScheduleRPartIV (2 entries)
| Address Line1AddressForeign/AddressLine1 | CityAddressForeign/City | Province Or StateAddressForeign/ProvinceOrState | CountryAddressForeign/Country | Postal CodeAddressForeign/PostalCode | Primary ActivityPrimaryActivity | Legal Domicile Foreign CountryLegalDomicileForeignCountry | Business Name Line1DirectControllingEntityName/BusinessNameLine1 | Type Of EntityTypeOfEntity | Share Of Total IncomeShareOfTotalIncome | Share Of EOY AssetsShareOfEOYAssets | Percentage OwnershipPercentageOwnership | Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EINEIN | Legal Domicile StateLegalDomicileState |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| LUC INSURANCE COMPANY LTD | |||||||||||||||||
| 23 LIME TREE BAY AVE | GRAND CAYMAN | CAYMAN IS | CJ | KY1-1205 | INS COVERAGE | CJ | NA | C CORP | 29287958 | 154051496 | 1.00000 | ||||||
| GOTTLIEB MANAGEMENT SERVICES INC | |||||||||||||||||
| MGMT SVCS | GCHSC | C CORP | 1989054 | 1237912 | 1.00000 | 701 W NORTH AVE | MELROSE PARK | IL | 60160 | 363330529 | IL | ||||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Ann Rents Royalties | false | ReceiptOfIntAnnRentsRoyalties |
| Gift Grant Or Cap Contr To Other Org | false | GiftGrantOrCapContrToOtherOrg |
| Gift Grant Or Cap Contr Fr Other Org | false | GiftGrantOrCapContrFrOtherOrg |
| Loans Or Guarantees To Other Org | false | LoansOrGuaranteesToOtherOrg |
| Loans Or Guarantees From Other Org | false | LoansOrGuaranteesFromOtherOrg |
| Sale Of Assets To Other Org | false | SaleOfAssetsToOtherOrg |
| Purchase Of Assets From Other Org | false | PurchaseOfAssetsFromOtherOrg |
| Exchange Of Assets | false | ExchangeOfAssets |
| Rental Of Facilities To Other Orgs | false | RentalOfFacilitiesToOtherOrgs |
| Rental Of Facilities Fr Other Orgs | false | RentalOfFacilitiesFrOtherOrgs |
| Perform Of Services For Other Orgs | false | PerformOfServicesForOtherOrgs |
| Perform Of Services By Other Orgs | false | PerformOfServicesByOtherOrgs |
| Sharing Of Facilities | false | SharingOfFacilities |
| Sharing Of Paid Employees | true | SharingOfPaidEmployees |
| Reimbursement Paid To Other Org | true | ReimbursementPaidToOtherOrg |
| Reimbursement Paid By Other Org | false | ReimbursementPaidByOtherOrg |
| Other Transfer To Other Org | false | OtherTransferToOtherOrg |
| Other Transfer From Other Org | false | OtherTransferFromOtherOrg |
Transactions Related Orgs Table TransactionsRelatedOrgsTable
Name Of Other Organization NameOfOtherOrganization
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LOYOLA UNIVERSITY MEDICAL CENTER | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Transaction Type | O | TransactionType |
| Amount Involved | 733048 | AmountInvolved |