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LOYOLA UNIVERSITY OF CHICAGO: Form 990, tax year 2009

View the entire original 990 at ProPublica ↗

Organization
LOYOLA UNIVERSITY OF CHICAGO (EIN 36-1408475)
Tax period
2009-07-01 to 2010-06-30
Filed
2011-05-11
IRS object ID
201131319349300148
Schema version
2009v1.7
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Timestamp2011-05-11T11:12:53-04:00Timestamp
Tax Period End Date2010-06-30TaxPeriodEndDate

Preparer Firm PreparerFirm

Preparer Firm Business Name PreparerFirmBusinessName

FieldValueIRS element (for citing)
Business Name Line1ERNST & YOUNG US LLPBusinessNameLine1

Preparer Firm US Address PreparerFirmUSAddress

FieldValueIRS element (for citing)
Address Line1155 NORTH WACKER DRIVEAddressLine1
CityCHICAGOCity
StateILState
ZIP Code60606ZIPCode
FieldValueIRS element (for citing)
Return Type990ReturnType
Tax Period Begin Date2009-07-01TaxPeriodBeginDate

Filer Filer

FieldValueIRS element (for citing)
EIN361408475EIN

Name Name

FieldValueIRS element (for citing)
Business Name Line1Loyola University of ChicagoBusinessNameLine1
FieldValueIRS element (for citing)
Name ControlLOYONameControl
Phone3129158706Phone

US Address USAddress

FieldValueIRS element (for citing)
Address Line1820 N Michigan AvenueAddressLine1
CityChicagoCity
StateILState
ZIP Code606112147ZIPCode

Officer Officer

FieldValueIRS element (for citing)
NameWilliam LairdName
TitleVP Finance, CFO & TreasurerTitle
Date Signed2011-05-11DateSigned

Preparer Preparer

FieldValueIRS element (for citing)
Phone3128792000Phone
FieldValueIRS element (for citing)
Tax Year2009TaxYear
Build TS2016-02-24 21:20:13ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Name Of Principal Officer PersonMichael J Garanzini SJNameOfPrincipalOfficerPerson

Address Principal Officer US AddressPrincipalOfficerUS

FieldValueIRS element (for citing)
Address Line1President 820 N Michigan AveAddressLine1
CityChicagoCity
StateILState
ZIP Code60611ZIPCode
FieldValueIRS element (for citing)
Gross Receipts802989914GrossReceipts
Group Return For AffiliatesfalseGroupReturnForAffiliates
Organization501cXOrganization501c
Web Sitewww.luc.eduWebSite
Type Of Organization CorporationXTypeOfOrganizationCorporation
Year Formation1909YearFormation
State Legal DomicileILStateLegalDomicile
Activity Or Mission DescriptionWe are the nation's largest Jesuit, Catholic University with 16,000 undergraduate, graduate, and doctoral students. We work to expand Knowledge through learning, justice, and faith.ActivityOrMissionDescription
Nbr Voting Members Governing Body45NbrVotingMembersGoverningBody
Nbr Independent Voting Members43NbrIndependentVotingMembers
Total Nbr Employees6862TotalNbrEmployees
Total Nbr Volunteers450TotalNbrVolunteers
Total Gross UBI150797TotalGrossUBI
Net Unrelated Business Txbl Income-275797NetUnrelatedBusinessTxblIncome
Contributions Grants Prior Year119469072ContributionsGrantsPriorYear
Contributions Grants Current Year158919450ContributionsGrantsCurrentYear
Program Service Revenue Prior Year443793088ProgramServiceRevenuePriorYear
Program Service Revenue CY464175929ProgramServiceRevenueCY
Investment Income Prior Year-51996410InvestmentIncomePriorYear
Investment Income Current Year20749280InvestmentIncomeCurrentYear
Other Revenue Prior Year3903769OtherRevenuePriorYear
Other Revenue Current Year5289901OtherRevenueCurrentYear
Total Revenue Prior Year515169519TotalRevenuePriorYear
Total Revenue Current Year649134560TotalRevenueCurrentYear
Grants And Similar Amnts Prior Year125991906GrantsAndSimilarAmntsPriorYear
Grants And Similar Amnts CY117523415GrantsAndSimilarAmntsCY
Benefits Paid To Members Prior Year0BenefitsPaidToMembersPriorYear
Benefits Paid To Members CY0BenefitsPaidToMembersCY
Salaries Etc Prior Year253762324SalariesEtcPriorYear
Salaries Etc Current Year239406595SalariesEtcCurrentYear
Total Prof Fundrsng Exp Prior Year153881TotalProfFundrsngExpPriorYear
Total Prof Fundrsng Exp CY73633TotalProfFundrsngExpCY
Total Fundrsng Exp Current Year10076037TotalFundrsngExpCurrentYear
Other Expense Prior Year157849980OtherExpensePriorYear
Other Expenses Current Year154793279OtherExpensesCurrentYear
Total Expenses Prior Year537758091TotalExpensesPriorYear
Total Expenses Current Year511796922TotalExpensesCurrentYear
Revenues Less Expenses Prior Year-22588572RevenuesLessExpensesPriorYear
Revenues Less Expenses CY137337638RevenuesLessExpensesCY
Total Assets BOY1056793384TotalAssetsBOY
Total Assets EOY1218137699TotalAssetsEOY
Total Liabilities BOY442345034TotalLiabilitiesBOY
Total Liabilities EOY455523755TotalLiabilitiesEOY
Net Assets Or Fund Balances BOY614448350NetAssetsOrFundBalancesBOY
Net Assets Or Fund Balances EOY762613944NetAssetsOrFundBalancesEOY
Mission DescriptionLoyola University Chicago is the nation's largest Jesuit, Catholic UNIVERSITY WITH AN ENROLLMENT OF APPROXIMATELY 16,000 UNDERGRADUATE, GRADUATE, AND DOCTORAL STUDENTS. WE ARE A DIVERSE COMMUNITY SEEKING GOD IN ALL THINGS AND WORKING TO EXPAND KNOWLEDGE IN THE SERVICE OF HUMANITY THROUGH LEARNING, JUSTICE, AND FAITH.MissionDescription
Significant New Program ServicesfalseSignificantNewProgramServices
Significant ChangefalseSignificantChange
Expense372221406Expense
Grants113796715Grants
Revenue420600579Revenue
DescriptionHigher Education, General/Other: Loyola University Chicago currently enrolls approximately 16,000 undergraduate, graduate, and professional students and is home to 10 schools and colleges: Arts and Sciences, Business Administration, Communication, Education, Graduate Studies, Law, Medicine, Nursing, Continuing and Professional Studies, and Social Work.Description

Activity2 Activity2

FieldValueIRS element (for citing)
Expense43353000Expense
Grants2942770Grants
DescriptionResearch: Loyola University Chicago engages in externally funded research projects primarily in medicine and the basic sciences. As part of an academic medical center, the University is focused on the development and advancement of medical knowledge as well as the training of students in the research process.Description

Activity3 Activity3

FieldValueIRS element (for citing)
Expense42917000Expense
Grants783930Grants
Revenue46519852Revenue
DescriptionHigher Education Auxiliary Services: Loyola University Chicago provides various goods and services for the benefit of its students, faculty and staff, and in support of educational activities. Services include student housing, food service, bookstores, recreational facilities and transportation.Description
FieldValueIRS element (for citing)
Total Program Service Expense458491406TotalProgramServiceExpense
Described In501 C3trueDescribedIn501C3
Schedule B RequiredtrueScheduleBRequired
Political ActivitiesfalsePoliticalActivities
Lobbying ActivitiestrueLobbyingActivities
Donor Advised FundsfalseDonorAdvisedFunds
Conservation EasementstrueConservationEasements
Collections Of ArttrueCollectionsOfArt
Credit CounselingtrueCreditCounseling
Term Or Permanent EndowmentstrueTermOrPermanentEndowments
Balance Sheet Amounts ReportedtrueBalanceSheetAmountsReported
Independent Audit Financial StmtfalseIndependentAuditFinancialStmt
Consolidated Audit Financial StmttrueConsolidatedAuditFinancialStmt
SchooltrueSchool
Foreign OfficetrueForeignOffice
Foreign ActivitiestrueForeignActivities
More Than5000 K To OrganizationstrueMoreThan5000KToOrganizations
More Than5000 K To IndividualsfalseMoreThan5000KToIndividuals
Professional FundraisingtrueProfessionalFundraising
Fundraising ActivitiestrueFundraisingActivities
GamingfalseGaming
HospitalfalseHospital
Grants To OrganizationstrueGrantsToOrganizations
Grants To IndividualstrueGrantsToIndividuals
Schedule J RequiredtrueScheduleJRequired
Tax Exempt BondstrueTaxExemptBonds
Invest Tax Exempt BondsfalseInvestTaxExemptBonds
Escrow AccountfalseEscrowAccount
On Behalf Of IssuerfalseOnBehalfOfIssuer
Excess Benefit TransactionfalseExcessBenefitTransaction
Prior Excess Benefit TransactionfalsePriorExcessBenefitTransaction
Loan To Officer Or DQPtrueLoanToOfficerOrDQP
Grant To Related PersonfalseGrantToRelatedPerson
Bsnss Rltnshp With OrganizationfalseBsnssRltnshpWithOrganization
Bsnss Rltnshp Thru Family MembertrueBsnssRltnshpThruFamilyMember
Officer Entity With Bsnss RltnshpfalseOfficerEntityWithBsnssRltnshp
Deductible Non Cash ContributionstrueDeductibleNonCashContributions
Deductible Contributions Of ArttrueDeductibleContributionsOfArt
TerminatedfalseTerminated
Partial LiquidationfalsePartialLiquidation
Disregarded EntityfalseDisregardedEntity
Related EntitytrueRelatedEntity
Related Org Controlled EntitytrueRelatedOrgControlledEntity
Transfers To Exempt Non Chrtbl OrgtrueTransfersToExemptNonChrtblOrg
Activities Conducted PartnershipfalseActivitiesConductedPartnership
Schedule O RequiredtrueScheduleORequired
Number Forms Transmitted With109617372NumberFormsTransmittedWith1096
Number W2 G Included0NumberW2GIncluded
Compliance With Backup WitholdingtrueComplianceWithBackupWitholding
Number Of Employees6862NumberOfEmployees
Employment Tax Returns FiledtrueEmploymentTaxReturnsFiled
Unrelated Business IncometrueUnrelatedBusinessIncome
Form990-T FiledtrueForm990-TFiled
Foreign Financial AccounttrueForeignFinancialAccount
Name Of Foreign CountryUKNameOfForeignCountry
Name Of Foreign CountryITNameOfForeignCountry
Name Of Foreign CountryCJNameOfForeignCountry
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTrans
Taxable Party NotificationfalseTaxablePartyNotification
Non Deductible ContributionsfalseNonDeductibleContributions
Quid Pro Quo ContributionstrueQuidProQuoContributions
Quid Pro Quo DisclosuretrueQuidProQuoDisclosure
Form8282 Property Disposed OffalseForm8282PropertyDisposedOf
Funds To Pay PremiumsfalseFundsToPayPremiums
Premiums PaidfalsePremiumsPaid
Nbr Voting Governing Body Members45NbrVotingGoverningBodyMembers
Number Independent Voting Members43NumberIndependentVotingMembers
Family Or Business RelationshipfalseFamilyOrBusinessRelationship
Delegation Of Management DutiesfalseDelegationOfManagementDuties
Changes To Organizing DocsfalseChangesToOrganizingDocs
Material Diversion Or MisusefalseMaterialDiversionOrMisuse
Members Or StockholdersfalseMembersOrStockholders
Election Of Board MembersfalseElectionOfBoardMembers
Decisions Subject To ApprovalfalseDecisionsSubjectToApproval
Minutes Of Governing BodytrueMinutesOfGoverningBody
Minutes Of CommitteestrueMinutesOfCommittees
Officer Mailing AddressfalseOfficerMailingAddress
Local ChaptersfalseLocalChapters
Form990 Provided To Governing BodytrueForm990ProvidedToGoverningBody
Conflict Of Interest PolicytrueConflictOfInterestPolicy
Annual Disclosure Covered PersonstrueAnnualDisclosureCoveredPersons
Regular Monitoring EnforcementtrueRegularMonitoringEnforcement
Whistleblower PolicytrueWhistleblowerPolicy
Document Retention PolicytrueDocumentRetentionPolicy
Compensation Process CEOtrueCompensationProcessCEO
Compensation Process OthertrueCompensationProcessOther
Investment In Joint VenturetrueInvestmentInJointVenture
Written Policy Or ProceduretrueWrittenPolicyOrProcedure
Upon RequestXUponRequest

The Books Are In Care Of TheBooksAreInCareOf

FieldValueIRS element (for citing)
Name PersonEugene Grotbeck ControllerNamePerson
Telephone Number3129158706TelephoneNumber

Address US AddressUS

FieldValueIRS element (for citing)
Address Line1820 N Michigan AvenueAddressLine1
CityChicagoCity
StateILState
ZIP Code60611ZIPCode

Form990 Part VII Section A Form990PartVIISectionA (76 entries)

TitleTitleAverage Hours Per WeekAverageHoursPerWeekIndividual Trustee Or DirectorIndividualTrusteeOrDirectorReportable Comp From OrganizationReportableCompFromOrganizationReportable Comp From Related OrgsReportableCompFromRelatedOrgsOther CompensationOtherCompensationOfficerOfficerKey EmployeeKeyEmployeeHighest Compensated EmployeeHighestCompensatedEmployeeFormerFormer
Joseph J Ahern
Trustee1.0X000
Patrick Arbor
Trustee1.0X000
Bernard J Beazley
Trustee1.0X000
James P Bouchard
Trustee1.0X000
William A Brandt Jr
Trustee1.0X000
Michael J Carbon MD
Trustee1.0X000
Anthony Chirchirillo
Trustee1.0X000
Rosemary Croghan
Trustee1.0X000
John F Cuneo Jr
Trustee1.0X000
Ronald E Daly
Trustee1.0X950000
Mary Judith Duchossois
Trustee1.0X000
Paul J Fitzgerald SJ
Trustee1.0X000
Daniel L Flaherty SJ
Trustee1.0X000
Michael J Garanzini SJ
President, Trustee40.0X000X
Michael J Graham SJ
Trustee1.0X000
William J Hank
Vice Chair, Trustee1.0X000X
John J Hartman
Trustee1.0X000
Victor J Heckler
Trustee1.0X000
Marvin Herman
Trustee1.0X000
Frank Hogan III
Trustee1.0X000
Christina M Johnson-Wolff
Trustee1.0X000
Patrick J Kelly
Trustee1.0X000
Richard J Klarcheck
Trustee1.0X000
William C Kunkler III
Trustee1.0X000
Michael R Leyden
Trustee1.0X000
Patrick C Lynch
Trustee1.0X000
Shirley R Madigan
Trustee1.0X000
Patrick McGrath SJ
Trustee1.0X000
Carlos Montoya
Trustee1.0X000
Ruthellyn Musil
Trustee1.0X000
Terry E Newman
Trustee1.0X000
Allan J Norville
Trustee1.0X000
Robert L Parkinson Jr
Trustee1.0X000
Joseph A Power Jr
Trustee1.0X000
Michael R Quinlan
Chairman, Trustee1.0X000X
John E Rooney
Trustee1.0X000
Bradley M Schaeffer SJ
Trustee1.0X000
Judith A Scully
Trustee1.0X000
Michael D Searle
Trustee1.0X000
Smita N Shah
Trustee1.0X000
Raymond F Simon
Trustee1.0X000
George Andrews Smith
Trustee1.0X000
Joan E Steel
Trustee1.0X000
Terese Terry
Trustee1.0X000
Mary Tolan
Trustee1.0X000
Daniel G Walsh
Trustee1.0X000
Edward Wanandi
Trustee1.0X000
Kevin W Wildes SJ
Trustee1.0X000
Mary Ann Zollmann BVM
Trustee1.0X000
Pamela G Costas
Assistant Secretary40.0174718021695X
Philip D Hale
VP for Public Affairs40.0161019020524X
Jonathan R Heintzelman
VP for Advancement40.0241640037487X
Emilio Iodice
VP, Dir. John Felice Rome CNTR40.0320370016043X
Eric C Jones
Assistant Treasurer40.0150306025968X
Robert D Kelly
VP for Student Affairs40.0119325013243X
Thomas M Kelly
VP for Human Resources40.0183537033452X
Philip R Kosiba
VP for Facilities40.0198447029490X
William G Laird
VP Finance, CFO, Treasurer40.0251447039487X
Wayne Magdziarz
VP for Capital Planning40.0213766027011X
Susan Malisch
VP & Chief Information Officer40.0213682018282X
Ellen Kane Munro
VP & Gen. Counsel & Secretary40.0216664036709X
John Pelissero PhD
Provost40.0202798029326X
Lucien T Roy
VP for Mission and Ministry40.0158591024539X
Kelly Shannon
VP for University Mktg & COMM40.0161037035924X
Paul K Whelton MD
VP Hlth Sci & Pres CEO LUHS40.00772265378079X
Christine Wiseman
Provost40.0267529038987X
Francis Fennell Jr
Dean, College of Arts & Sci40.0186106027248X
Richard L Gamelli MD
Dean/Prof/Chair Gen. Surgery40.039620770616731389X
Abolhassan Jalilvand
Dean, School of Business40.0255223069428X
Mamdouh Bakhos
Prof./Chair Thor. & Cardio.40.00102079237878X
Felipe De Alba
Asst. Prof./Dir. Retina Srvs40.0066737341596X
Bahman Emami
Prof./Chair. Radiation Onclgy.40.014420050752937462X
Alexander Ghanayem
Prof/Chief of Spine Surgery40.0076470153472X
Guido Marra
Asst. Prof/Chief Shldr & Elbow40.0084049239237X
John Frendries
Provost (Former)40.0182665031684X
Anthony Barbato
VP of Health Sciences (Former)40.0024860520590X
FieldValueIRS element (for citing)
Total Reportable Comp From Org4408777TotalReportableCompFromOrg
Total Reportable Comp Frm Rltd Orgs5527924TotalReportableCompFrmRltdOrgs
Total Other Compensation1216230TotalOtherCompensation
Number Individuals GT100 K386NumberIndividualsGT100K
Formers ListedtrueFormersListed
Total Comp GT150 KtrueTotalCompGT150K
Compensation From Other SourcesfalseCompensationFromOtherSources

Contractor Compensation ContractorCompensation (5 entries)

Address Line1AddressOfContractor/AddressUS/AddressLine1CityAddressOfContractor/AddressUS/CityStateAddressOfContractor/AddressUS/StateZIP CodeAddressOfContractor/AddressUS/ZIPCodeDescription Of ServicesDescriptionOfServicesCompensationCompensation
Baranski Hammer Moretta Sheehy
1101 S Bench StreetGALENAIL61036ARCHITECT/PLANNING1682807
Deloitte Touche LLP
4205 Collection Center DriveCHICAGOIL60693AUDIT/FINANCIAL510800
Smart Business Advisory Consultin
80 Lancaster AveDEVONPA19333AUDIT SERVICES430862
JJR LLC
110 Miller AvenueANN ARBORMI48104LANDSCAPE Architect328407
Babbitt Land Warner LLP
332 S Michigan Ave Suite 710CHICAGOIL60604LEGAL SERVICES302859
FieldValueIRS element (for citing)
Number Of Contractors GT100 K15NumberOfContractorsGT100K
Fundraising Events955485FundraisingEvents
Related Organizations24097893RelatedOrganizations
Government Grants39123982GovernmentGrants
All Other Contributions94742090AllOtherContributions
Noncash Contributions50899941NoncashContributions
Total Contributions158919450TotalContributions

Program Service Revenue ProgramServiceRevenue (3 entries)

DescriptionDescriptionBusiness CodeBusinessCodeTotal Revenue ColumnTotalRevenueColumnRelated Or Exempt Function IncomeRelatedOrExemptFunctionIncome
Tuition and Fees611710411909706411909706
AUXILIARY (SEE PART III, LINE 4C)6117104645852646458526
Other Educational and General61171058076975807697
FieldValueIRS element (for citing)
Total Program Service Revenue464175929TotalProgramServiceRevenue

Investment Income InvestmentIncome

FieldValueIRS element (for citing)
Total Revenue Column8998202TotalRevenueColumn
Unrelated Business Revenue-228219UnrelatedBusinessRevenue
Exclusion$9,226,421ExclusionAmount

Income From Invest Bond Proceeds IncomeFromInvestBondProceeds

FieldValueIRS element (for citing)
Total Revenue Column201TotalRevenueColumn
Exclusion$201ExclusionAmount

Royalties Revenue RoyaltiesRevenue

FieldValueIRS element (for citing)
Total Revenue Column2535864TotalRevenueColumn
Related Or Exempt Function Income2535864RelatedOrExemptFunctionIncome

Gross Rents GrossRents

FieldValueIRS element (for citing)
Real5281390Real

Less Rental Expenses LessRentalExpenses

FieldValueIRS element (for citing)
Real2885194Real

Rental Income Or Loss RentalIncomeOrLoss

FieldValueIRS element (for citing)
Real2396196Real

Net Rental Income Or Loss NetRentalIncomeOrLoss

FieldValueIRS element (for citing)
Total Revenue Column2396196TotalRevenueColumn
Exclusion$2,396,196ExclusionAmount

Gross Amount Sales Assets GrossAmountSalesAssets

FieldValueIRS element (for citing)
Securities162077000Securities

Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses

FieldValueIRS element (for citing)
Securities150326123Securities

Gain Or Loss GainOrLoss

FieldValueIRS element (for citing)
Securities11750877Securities

Net Gain Or Loss Investments NetGainOrLossInvestments

FieldValueIRS element (for citing)
Total Revenue Column11750877TotalRevenueColumn
Exclusion$11,750,877ExclusionAmount
FieldValueIRS element (for citing)
Gross Income Fundraising Events275550GrossIncomeFundraisingEvents
Cntrbtns Rprtd Fundraising Events955485CntrbtnsRprtdFundraisingEvents
Fundraising Direct Expenses644037FundraisingDirectExpenses

Net Income From Fundraising Events NetIncomeFromFundraisingEvents

FieldValueIRS element (for citing)
Total Revenue Column-368487TotalRevenueColumn
Exclusion-$368,487ExclusionAmount

Net Income From Gaming NetIncomeFromGaming

FieldValueIRS element (for citing)
Total Revenue Column0TotalRevenueColumn

Net Income Or Loss NetIncomeOrLoss

FieldValueIRS element (for citing)
Total Revenue Column0TotalRevenueColumn

Other Revenue Misc OtherRevenueMisc (2 entries)

DescriptionDescriptionBusiness CodeBusinessCodeTotal Revenue ColumnTotalRevenueColumnRelated Or Exempt Function IncomeRelatedOrExemptFunctionIncomeUnrelated Business RevenueUnrelatedBusinessRevenue
Interest on Student Loans611710347312347312
Conference Services532000379016379016
FieldValueIRS element (for citing)
Total Other Revenue726328TotalOtherRevenue

Total Revenue TotalRevenue

FieldValueIRS element (for citing)
Total Revenue Column649134560TotalRevenueColumn
Related Or Exempt Function Income467059105RelatedOrExemptFunctionIncome
Unrelated Business Revenue150797UnrelatedBusinessRevenue
Exclusion$23,005,208ExclusionAmount

Grants To Domestic Orgs GrantsToDomesticOrgs

FieldValueIRS element (for citing)
Total2607492Total
Program Services2607492ProgramServices

Grants To Domestic Individuals GrantsToDomesticIndividuals

FieldValueIRS element (for citing)
Total114580644Total
Program Services114580644ProgramServices

Foreign Grants ForeignGrants

FieldValueIRS element (for citing)
Total335279Total
Program Services335279ProgramServices

Benefits To Members BenefitsToMembers

FieldValueIRS element (for citing)
Total0Total

Comp Current Officers Directors CompCurrentOfficersDirectors

FieldValueIRS element (for citing)
Total4618578Total
Program Services1929264ProgramServices
Management And General2343286ManagementAndGeneral
Fundraising346028Fundraising

Comp Disqual Persons CompDisqualPersons

FieldValueIRS element (for citing)
Total134929Total
Program Services134929ProgramServices

Other Salaries And Wages OtherSalariesAndWages

FieldValueIRS element (for citing)
Total186982235Total
Program Services165207554ProgramServices
Management And General16924585ManagementAndGeneral
Fundraising4850096Fundraising

Pension Plan Contributions PensionPlanContributions

FieldValueIRS element (for citing)
Total14173154Total
Program Services12025336ProgramServices
Management And General1673790ManagementAndGeneral
Fundraising474028Fundraising

Other Employee Benefits OtherEmployeeBenefits

FieldValueIRS element (for citing)
Total20841083Total
Program Services17851293ProgramServices
Management And General2327342ManagementAndGeneral
Fundraising662448Fundraising

Payroll Taxes PayrollTaxes

FieldValueIRS element (for citing)
Total12656616Total
Program Services11472484ProgramServices
Management And General982561ManagementAndGeneral
Fundraising201571Fundraising

Fees For Services Management FeesForServicesManagement

FieldValueIRS element (for citing)
Total0Total

Fees For Services Legal FeesForServicesLegal

FieldValueIRS element (for citing)
Total306860Total
Program Services62642ProgramServices
Management And General244218ManagementAndGeneral

Fees For Services Accounting FeesForServicesAccounting

FieldValueIRS element (for citing)
Total602672Total
Program Services5000ProgramServices
Management And General597672ManagementAndGeneral

Fees For Services Lobbying FeesForServicesLobbying

FieldValueIRS element (for citing)
Total0Total

Fees For Services Prof Fundraising FeesForServicesProfFundraising

FieldValueIRS element (for citing)
Total73633Total
Fundraising73633Fundraising

Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees

FieldValueIRS element (for citing)
Total1136775Total
Management And General1136775ManagementAndGeneral

Fees For Services Other FeesForServicesOther

FieldValueIRS element (for citing)
Total18183131Total
Program Services15000798ProgramServices
Management And General3011471ManagementAndGeneral
Fundraising170862Fundraising

Advertising Advertising

FieldValueIRS element (for citing)
Total3206204Total
Program Services1212151ProgramServices
Management And General1744013ManagementAndGeneral
Fundraising250040Fundraising

Office Expenses OfficeExpenses

FieldValueIRS element (for citing)
Total25331407Total
Program Services23077526ProgramServices
Management And General1457153ManagementAndGeneral
Fundraising796728Fundraising

Information Technology InformationTechnology

FieldValueIRS element (for citing)
Total7466037Total
Program Services3360722ProgramServices
Management And General4085910ManagementAndGeneral
Fundraising19405Fundraising

Royalties Royalties

FieldValueIRS element (for citing)
Total122414Total
Program Services122414ProgramServices

Occupancy Occupancy

FieldValueIRS element (for citing)
Total14988087Total
Program Services13644459ProgramServices
Management And General1025827ManagementAndGeneral
Fundraising317801Fundraising

Travel Travel

FieldValueIRS element (for citing)
Total710702Total
Program Services467703ProgramServices
Management And General55204ManagementAndGeneral
Fundraising187795Fundraising

Travel Entrtnmnt Public Officials TravelEntrtnmntPublicOfficials

FieldValueIRS element (for citing)
Total0Total

Conferences Meetings ConferencesMeetings

FieldValueIRS element (for citing)
Total6256781Total
Program Services5897552ProgramServices
Management And General270131ManagementAndGeneral
Fundraising89098Fundraising

Interest Interest

FieldValueIRS element (for citing)
Total10286352Total
Program Services8289633ProgramServices
Management And General1826262ManagementAndGeneral
Fundraising170457Fundraising

Payments To Affiliates PaymentsToAffiliates

FieldValueIRS element (for citing)
Total0Total

Depreciation Depletion DepreciationDepletion

FieldValueIRS element (for citing)
Total34013490Total
Program Services30593581ProgramServices
Management And General2764337ManagementAndGeneral
Fundraising655572Fundraising

Insurance Insurance

FieldValueIRS element (for citing)
Total456435Total
Program Services454919ProgramServices
Management And General1188ManagementAndGeneral
Fundraising328Fundraising

Other Expenses OtherExpenses (5 entries)

DescriptionDescriptionTotalTotalProgram ServicesProgramServicesManagement And GeneralManagementAndGeneralFundraisingFundraising
Institutional Support105634139451771402324709318
Operations and Maintenance741443473549824678212670
Auxiliary657274064747838712910828
MISC. SPONSORED RESEARCH22693072269307
All other expenses4906038460718822151977331

Total Functional Expenses TotalFunctionalExpenses

FieldValueIRS element (for citing)
Total511796922Total
Program Services458491406ProgramServices
Management And General43229479ManagementAndGeneral
Fundraising10076037Fundraising

Cash Non Interest Bearing CashNonInterestBearing

FieldValueIRS element (for citing)
EOY21872EOY

Savings And Temp Cash Investments SavingsAndTempCashInvestments

FieldValueIRS element (for citing)
BOY81595591BOY
EOY101826920EOY

Pledges And Grants Receivable PledgesAndGrantsReceivable

FieldValueIRS element (for citing)
BOY13712819BOY
EOY17055111EOY

Accounts Receivable AccountsReceivable

FieldValueIRS element (for citing)
BOY29543170BOY
EOY18079596EOY

Receivables From Officers Etc ReceivablesFromOfficersEtc

FieldValueIRS element (for citing)
EOY100353EOY

Other Notes Loans Receivable Net OtherNotesLoansReceivableNet

FieldValueIRS element (for citing)
BOY42418338BOY
EOY42700301EOY

Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges

FieldValueIRS element (for citing)
BOY8468591BOY
EOY5393493EOY
FieldValueIRS element (for citing)
Land Buildings Equipment Basis1067566815LandBuildingsEquipmentBasis
Land Bldg Equipment Accum Deprec375711378LandBldgEquipmentAccumDeprec

Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet

FieldValueIRS element (for citing)
BOY582211939BOY
EOY691855437EOY

Investments Pub Traded Securities InvestmentsPubTradedSecurities

FieldValueIRS element (for citing)
BOY170554645BOY
EOY211910916EOY

Investments Other Securities InvestmentsOtherSecurities

FieldValueIRS element (for citing)
BOY119385942BOY
EOY119617593EOY

Other Assets Total OtherAssetsTotal

FieldValueIRS element (for citing)
BOY8902349BOY
EOY9576107EOY

Total Assets TotalAssets

FieldValueIRS element (for citing)
BOY1056793384BOY
EOY1218137699EOY

Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses

FieldValueIRS element (for citing)
BOY44296993BOY
EOY45858289EOY

Deferred Revenue DeferredRevenue

FieldValueIRS element (for citing)
BOY46334033BOY
EOY46474892EOY

Tax Exempt Bond Liabilities TaxExemptBondLiabilities

FieldValueIRS element (for citing)
BOY161352938BOY
EOY160992164EOY

Escrow Account Liability EscrowAccountLiability

FieldValueIRS element (for citing)
BOY1614031BOY
EOY1679814EOY

Mort Notes Pybl Secured Invest Prop MortNotesPyblSecuredInvestProp

FieldValueIRS element (for citing)
BOY515309BOY
EOY12402188EOY

Unsecured Notes Loans Payable UnsecuredNotesLoansPayable

FieldValueIRS element (for citing)
BOY124272297BOY
EOY118201658EOY

Other Liabilities OtherLiabilities

FieldValueIRS element (for citing)
BOY63959433BOY
EOY69914750EOY

Total Liabilities TotalLiabilities

FieldValueIRS element (for citing)
BOY442345034BOY
EOY455523755EOY
FieldValueIRS element (for citing)
Follow SFAS117XFollowSFAS117

Unrestricted Net Assets UnrestrictedNetAssets

FieldValueIRS element (for citing)
BOY389825133BOY
EOY522067432EOY

Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets

FieldValueIRS element (for citing)
BOY109104952BOY
EOY115510534EOY

Permanently Restricted Net Assets PermanentlyRestrictedNetAssets

FieldValueIRS element (for citing)
BOY115518265BOY
EOY125035978EOY

Total Net Assets Fund Balances TotalNetAssetsFundBalances

FieldValueIRS element (for citing)
BOY614448350BOY
EOY762613944EOY

Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances

FieldValueIRS element (for citing)
BOY1056793384BOY
EOY1218137699EOY
FieldValueIRS element (for citing)
Method Of Accounting AccrualXMethodOfAccountingAccrual
Accountant Compile Or ReviewfalseAccountantCompileOrReview
FS AuditedtrueFSAudited
Audit CommitteetrueAuditCommittee
Financial Statement ConsolidatedXFinancialStatementConsolidated
Federal Grant Audit RequiredtrueFederalGrantAuditRequired
Federal Grant Audit PerformedtrueFederalGrantAuditPerformed

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
School170b1 AiiXSchool170b1Aii

Schedule B IRS990ScheduleB

Contributor Info ContributorInfo

FieldValueIRS element (for citing)
Contributor NumberRESTRICTEDContributorNumber

Contributor Name Business ContributorNameBusiness

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor Address US ContributorAddressUS

FieldValueIRS element (for citing)
Address Line1RESTRICTEDAddressLine1
Address Line2RESTRICTEDAddressLine2
CityRESTRICTEDCity
StateRESTRICTEDState
ZIP CodeRESTRICTEDZIPCode
FieldValueIRS element (for citing)
Aggregate ContributionsRESTRICTEDAggregateContributions

Schedule C IRS990ScheduleC

FieldValueIRS element (for citing)
Total Grassroots LobbyingTotalGrassrootsLobbying
Total Direct LobbyingTotalDirectLobbying
Total Lobbying ExpendituresTotalLobbyingExpenditures
Other Exempt Purpose ExpendituresOtherExemptPurposeExpenditures
Total Exempt Purpose ExpendituresTotalExemptPurposeExpenditures
Lobbying NontaxableLobbyingNontaxableAmount
Grassroots NontaxableGrassrootsNontaxableAmount
Tot Lobbying Grassroot Minus Non TxTotLobbyingGrassrootMinusNonTx
Tot Lobby Expend Mns Lobbying NontxTotLobbyExpendMnsLobbyingNontx
VolunteerstrueVolunteers
Paid Staff Or ManagementtruePaidStaffOrManagement
Media AdvertisementsfalseMediaAdvertisements
Mailings MembersfalseMailingsMembers
Publications Or BroadcastfalsePublicationsOrBroadcast
Grants Other OrganizationsfalseGrantsOtherOrganizations
Direct Contact LegislatorstrueDirectContactLegislators
Direct Contact Legislators$199,924DirectContactLegislatorsAmount
Rallies DemonstrationsfalseRalliesDemonstrations
Other ActivitiesfalseOtherActivities
Total Lobbying Expenditures IIB199924TotalLobbyingExpendituresIIB
Not Described In501c3falseNotDescribedIn501c3

Form990 Schedule C Part IV Form990ScheduleCPartIV

FieldValueIRS element (for citing)
IdentifierLobbying ActivityIdentifier
Return ReferenceSchedule C, Part II-B, Line 1ReturnReference
ExplanationPhilip Hale, Vice President of Public Affairs, is registered as a lobbyist with the U.S. House of Representatives, the United States Senate, and the State of Illinois. Jennifer Clark, Director of Community Relations, and Wayne Magdziarz, Vice President for Capital Planning, are both registered with the City of Chicago. During fiscal year 2010, the lobbying activities of the University involved contacts with legislators and their staffs at the Federal, State, and City levels. These contacts through office visits, phone conversations, and large gatherings were principally for purposes of goodwill and for issues related to student financial aid and tax issues at the Federal, State, and City levels.Explanation

Schedule D IRS990ScheduleD

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

Art Public Exhibition Amts ArtPublicExhibitionAmts

FieldValueIRS element (for citing)
Revenues Included7180612RevenuesIncluded
Assets In Part X12986492AssetsInPartX
FieldValueIRS element (for citing)
Held Works Of Art AmtsHeldWorksOfArtAmts
Collect Used For Public ExhibitionXCollectUsedForPublicExhibition
Collect Used For Scholar ResearchXCollectUsedForScholarResearch
Collect Used For PreservationXCollectUsedForPreservation
Collect Used For Loan Or Exch PrgrmsXCollectUsedForLoanOrExchPrgrms
Solicited Assets For SalefalseSolicitedAssetsForSale
Agent Trustee EtcfalseAgentTrusteeEtc
Included On FStrueIncludedOnFS

Current Year CurrentYear

FieldValueIRS element (for citing)
Beginning Of Year Balance278873125BeginningOfYearBalance
Contributions11868039Contributions
Investment Earnings Or Losses35226804InvestmentEarningsOrLosses
Grants Or Scholarships2836049GrantsOrScholarships
Other Expenditures6716120OtherExpenditures
Administrative Expenses1110997AdministrativeExpenses
End Of Year Balance315304802EndOfYearBalance

Current Year Minus1 Year CurrentYearMinus1Year

FieldValueIRS element (for citing)
Beginning Of Year Balance372525616BeginningOfYearBalance
Contributions17395761Contributions
Investment Earnings Or Losses-99061253InvestmentEarningsOrLosses
Grants Or Scholarships3516709GrantsOrScholarships
Other Expenditures7162632OtherExpenditures
Administrative Expenses1307658AdministrativeExpenses
End Of Year Balance278873125EndOfYearBalance
FieldValueIRS element (for citing)
Board Designated EOY Balance0.45200BoardDesignatedEOYBalance
Permanent Endowment EOY Balance0.54200PermanentEndowmentEOYBalance
Term Endowment EOY Balance0.00600TermEndowmentEOYBalance
Endowments Held By Unrelated OrgsfalseEndowmentsHeldByUnrelatedOrgs
Endowments Held By Related OrgsfalseEndowmentsHeldByRelatedOrgs

Land Land

FieldValueIRS element (for citing)
Investment Cost Or Other Basis28254443InvestmentCostOrOtherBasis
Other Cost Or Other Basis131658460OtherCostOrOtherBasis
Book Value159912903BookValue

Buildings Buildings

FieldValueIRS element (for citing)
Investment Cost Or Other Basis20493080InvestmentCostOrOtherBasis
Other Cost Or Other Basis713868976OtherCostOrOtherBasis
Depreciation306278453Depreciation
Book Value428083603BookValue

Leasehold Improvements LeaseholdImprovements

FieldValueIRS element (for citing)
Investment Cost Or Other Basis182362InvestmentCostOrOtherBasis
Other Cost Or Other Basis33021231OtherCostOrOtherBasis
Depreciation18061248Depreciation
Book Value15142345BookValue

Equipment Equipment

FieldValueIRS element (for citing)
Investment Cost Or Other Basis0InvestmentCostOrOtherBasis
Other Cost Or Other Basis77294870OtherCostOrOtherBasis
Depreciation35017520Depreciation
Book Value42277350BookValue

Other Land Buildings OtherLandBuildings

FieldValueIRS element (for citing)
Investment Cost Or Other Basis0InvestmentCostOrOtherBasis
Other Cost Or Other Basis62793393OtherCostOrOtherBasis
Depreciation16354157Depreciation
Book Value46439236BookValue
FieldValueIRS element (for citing)
Total Of Book Value Land Buildings691855437TotalOfBookValueLandBuildings
Financial DerivativesFinancialDerivatives
Closely Held Equity InterestsCloselyHeldEquityInterests

Other Securities OtherSecurities (4 entries)

DescriptionDescriptionBook ValueBookValueMethod Of ValuationMethodOfValuation
Marketable Equity Investments234501F
Private Equity Investments39158721F
Fixed Income Investments56358828F
Real Estate23865543F
FieldValueIRS element (for citing)
Total Of Book Value Securities119617593TotalOfBookValueSecurities
Federal Income Tax Liability0FederalIncomeTaxLiability

Other Liabilities OtherLiabilities (3 entries)

DescriptionDescriptionAmountAmount
CONDITIONAL ASSET RETIREMENT OBLIG$3,621,891
Refundable Student Loans$17,761,859
Pension and Other Post Retirement$48,531,000
FieldValueIRS element (for citing)
Total Of Amounts69914750TotalOfAmounts

Form990 Schedule D Part XIV Form990ScheduleDPartXIV (4 entries)

IdentifierIdentifierReturn ReferenceReturnReferenceExplanationExplanation
Conservation EasementSchedule D, Part II, Question 9Loyola University Chicago has two properties listed on the National Register of Historic Places: The Mundelein College Skyscraper and the 14-16 East Pearson building. Further, the University has three properties that are designated as Chicago Landmarks: The Madonna Della Strada Chapel, Lewis Towers and the Mundelein College Skyscraper. There is no specific written policy regarding the periodic monitoring, inspection, violations, and enforcement of the conservation easements held by the University. However, the Office of the General Counsel and the University's Capital Planning Group are aware of the regulations attached to these buildings, as dictated by the National Register of Historic Places and the Commission on Chicago Landmarks. As such, before any changes, modifications or renovations are made to these structures, the appropriate rules and regulations are reviewed and followed. It is estimated that staff members spend approximately ten hours annually on these activities. Additionally, the conservation easements related to the aforementioned buildings are not reported in either the balance sheet or the revenue and expense statement of the University, as there is no book value to the easements. They are solely measures in place to protect the historical integrity of the buildings.
Description and purpose of organization's art collectionsSchedule D, Part III, Question 4The Loyola University Museum of Art (LUMA) Collection was developed for new acquisitions of art that address the LUMA mission as a complement to the D'Arcy Collection and includes art and artifacts from antiquities to the present. Recent acquisitions have included Neolithic sculpture, contemporary prints, drawings, photographs and textiles. LUMA is dedicated to the exploration, promotion and understanding of art and artistic expression that attempts to illuminate the enduring spiritual questions and concerns of all cultures and societies. The Museum interprets and displays the University's Medieval and Renaissance collection, known as the Martin D'Arcy, S.J. Collection, other Museum permanent collections and rotating exhibitions. As a museum with an interest in education and educational programming, the Loyola University Museum of Art reflects the University's Jesuit Mission and is dedicated to helping men and women of all creeds explore the roots of their own faith and spiritual quest.
Balance Sheet Escrow Liabilities explanationSchedule D, Part IV, Question 2bLoyola holds assets for various student organizations, study abroad programs, and third-party scholarship awarders in agency accounts, which are pass-through liability accounts where assets are held for the benefit of the third-party. Loyola does not control how these funds are spent and has these accounts set up for the convenience of outside organizations to use Loyola's services.
intended uses of endowment fundsSchedule D, Part VTHE ENDOWMENT FUNDS HAVE BEEN ESTABLISHED TO PROVIDE A STABLE SOURCE OF FUNDING FOR UNIVERSITY ACADEMIC PROGRAMS, FINANCIAL AID, AND FACULTY SUPPORT ON A LONG-TERM TIME HORIZON.

Schedule E IRS990ScheduleE

FieldValueIRS element (for citing)
Nondiscriminatory Policy StmttrueNondiscriminatoryPolicyStmt
Policy Statement In Brochures EtctruePolicyStatementInBrochuresEtc
Policy Publ Via Broadcast MediatruePolicyPublViaBroadcastMedia
Pub Via Broadcast Media ExplnOn Wednesday, May 26, 2010 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."PubViaBroadcastMediaExpln
Maint Racial Composition RecordstrueMaintRacialCompositionRecords
Maint Scholarships RecordstrueMaintScholarshipsRecords
Maint Copies Of Brochures EtctrueMaintCopiesOfBrochuresEtc
Maint Copies Of All SolicitationstrueMaintCopiesOfAllSolicitations
Discriminate Race Students RightsfalseDiscriminateRaceStudentsRights
Discriminate Race Admiss PoliciesfalseDiscriminateRaceAdmissPolicies
Discriminate Race Emplmn FacultyfalseDiscriminateRaceEmplmnFaculty
Discriminate Race ScholarshipsfalseDiscriminateRaceScholarships
Discriminate Race Educ PoliciesfalseDiscriminateRaceEducPolicies
Discriminate Race Use Of FcltsfalseDiscriminateRaceUseOfFclts
Discriminate Race Athletic ProgfalseDiscriminateRaceAthleticProg
Discriminate Race Other ActyfalseDiscriminateRaceOtherActy
Government Financial Aid ReceivedtrueGovernmentFinancialAidReceived
Government Financial Aid RevokedfalseGovernmentFinancialAidRevoked
Govt Financial Aid ExplanationA number of federal, state and local agencies issue grants and contracts to the University for research, training and general educational support.GovtFinancialAidExplanation
Compliance With Rev Proc7550trueComplianceWithRevProc7550

Schedule F IRS990ScheduleF

FieldValueIRS element (for citing)
Grant Records MaintainedtrueGrantRecordsMaintained

Accts Actvs Out US Table AcctsActvsOutUSTable (17 entries)

RegionRegionType Of Activities ConductedTypeOfActivitiesConductedTotal ExpendituresTotalExpendituresSpecific Services ProvidedSpecificServicesProvidedNumber Of OfficesNumberOfOfficesNumber Of EmployeesNumberOfEmployees
Sub-Saharan AfricaGrantmaking141506
Europe /Iceland/GreelandGrantmaking176459
North AmericaGrantmaking8078
Central America and the CaribbeanGrantmaking9236
Central America and the CaribbeanProgram Services298562Raise NGO performance
Europe/Iceland/GreenlandProgram Services10199Field Research
North AmericaProgram Services6291Fieldwork Grant
Russia and the Newly Independent StatesProgram Services133300Field Research
South AmericaProgram Services6962Chile Entrepreneurship
Sub-Saharan AfricaProgram Services14620Field Research
Europe /Iceland/GreenlandProgram Services5600746Study Abroad Campus152
Middle East and North AfricaProgram Services11194Study Abroad Programs3
South AmericaProgram Services1051Study Abroad Programs2
East Asia and the PacificProgram Services319370Study Abroad Programs14
Central America and the CaribbeanProgram Services151515Malpractice Insurance
Europe/Iceland/GreenlandProgram Services117582Board Meeting in Rome
Central America and the CaribbeanUnrelated Trade or BusinessForeign Investment K-1
FieldValueIRS element (for citing)
Total Number Of Offices2TotalNumberOfOffices
Total Number Of Employees61TotalNumberOfEmployees
Total Amount Spent7006671TotalAmountSpent

Grants To Orgs Outside US GrantsToOrgsOutsideUS (9 entries)

RegionRegionPurpose Of GrantPurposeOfGrantAmount Of Cash GrantAmountOfCashGrantManner Of Cash DisbursementMannerOfCashDisbursementAmount Of Non Cash AssistanceAmountOfNonCashAssistance
Sub-Saharan AfricaObesity and Diabetes21600GRANTMAKING0
Europe/Iceland/GreenlandImmunopathogenesis of Psoriasis121307GRANTMAKING0
Sub-Saharan AfricaMETS: Energy Obesity and Diabetes48050GRANTMAKING0
North AmericaGenetics of Hypertension in Blacks8078GRANTMAKING0
Cent. America/CaribbeanMETS: Energy Obesity and Diabetes9236GRANTMAKING0
Europe/Iceland/GreenlandMETS: Energy Obesity and Diabetes30886GRANTMAKING0
Europe/Iceland/GreenlandMOTS: Modeling Obesity through Simulation24267GRANTMAKING0
Sub-Saharan AfricaMETS: Energy Obesity and Diabetes43200GRANTMAKING0
Sub-Saharan AfricaGenetics of Hypertension in Blacks28656GRANTMAKING0
FieldValueIRS element (for citing)
Total Number Of501c3 Orgs9TotalNumberOf501c3Orgs
Total Number Of Other Orgs0TotalNumberOfOtherOrgs

Form990 Schedule F Part IV Form990ScheduleFPartIV (2 entries)

IdentifierIdentifierReturn ReferenceReturnReferenceExplanationExplanation
Organization's Procedures for Monitoring Use of Grant Funds Outside the USSchedule F, Part I, Line 2Any organizations and entities receiving grants from LUC are required to submit annual progress reports on the use of these funds. These progress reports are monitored and reviewed by the principal investigators to ensure funds are being used appropriately.
Description of how expenditures are reportedSchedule 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.

Schedule G IRS990ScheduleG

FieldValueIRS element (for citing)
Mail SolicitationsXMailSolicitations
Email SolicitationsXEmailSolicitations
Phone SolicitationsXPhoneSolicitations
In Person SolicitationsXInPersonSolicitations
Solicitation Of Non Govt GrantsXSolicitationOfNonGovtGrants
Solicitation Of Govt GrantsXSolicitationOfGovtGrants
Special Fundraising EventsXSpecialFundraisingEvents
Agreement Ref FundraisingtrueAgreementRefFundraising

Fundraiser Activity Information FundraiserActivityInformation (2 entries)

Name Of IndividualNameOfIndividualActivityActivityFundraiser Control Of FundsFundraiserControlOfFundsGross ReceiptsGrossReceiptsAmount Retained By ContractorAmountRetainedByContractor
Campbell CompanyTrainingfalse018530
Ter Molen Watkins BrandtConsultingfalse037160
FieldValueIRS element (for citing)
Total Gross Receipts0TotalGrossReceipts
Total Retained By Contractors55690TotalRetainedByContractors
Licensed StatesALLicensedStates
Licensed StatesAKLicensedStates
Licensed StatesAZLicensedStates
Licensed StatesARLicensedStates
Licensed StatesCALicensedStates
Licensed StatesCTLicensedStates
Licensed StatesDELicensedStates
Licensed StatesDCLicensedStates
Licensed StatesFLLicensedStates
Licensed StatesGALicensedStates
Licensed StatesHILicensedStates
Licensed StatesIDLicensedStates
Licensed StatesILLicensedStates
Licensed StatesINLicensedStates
Licensed StatesIALicensedStates
Licensed StatesKSLicensedStates
Licensed StatesKYLicensedStates
Licensed StatesLALicensedStates
Licensed StatesMELicensedStates
Licensed StatesMDLicensedStates
Licensed StatesMALicensedStates
Licensed StatesMILicensedStates
Licensed StatesMNLicensedStates
Licensed StatesMSLicensedStates
Licensed StatesMOLicensedStates
Licensed StatesMTLicensedStates
Licensed StatesNELicensedStates
Licensed StatesNVLicensedStates
Licensed StatesNHLicensedStates
Licensed StatesNJLicensedStates
Licensed StatesNMLicensedStates
Licensed StatesNYLicensedStates
Licensed StatesNCLicensedStates
Licensed StatesNDLicensedStates
Licensed StatesOHLicensedStates
Licensed StatesOKLicensedStates
Licensed StatesORLicensedStates
Licensed StatesPALicensedStates
Licensed StatesRILicensedStates
Licensed StatesSCLicensedStates
Licensed StatesSDLicensedStates
Licensed StatesTNLicensedStates
Licensed StatesTXLicensedStates
Licensed StatesUTLicensedStates
Licensed StatesVTLicensedStates
Licensed StatesVALicensedStates
Licensed StatesWALicensedStates
Licensed StatesWVLicensedStates
Licensed StatesWILicensedStates
Licensed StatesWYLicensedStates

Events Information EventsInformation

FieldValueIRS element (for citing)
Name Of Event1Stritch DinnerNameOfEvent1
Gross Receipts Event1849750GrossReceiptsEvent1
Charitable Contributions Event1693750CharitableContributionsEvent1
Gross Revenue Event1156000GrossRevenueEvent1
Rent Facility Costs Event18253RentFacilityCostsEvent1
Food And Beverage Event1241129FoodAndBeverageEvent1
Entertainment Event151402EntertainmentEvent1
Other Direct Expenses Event139641OtherDirectExpensesEvent1
Name Of Event2Founders DinnerNameOfEvent2
Gross Receipts Event2381285GrossReceiptsEvent2
Charitable Contributions Event2261735CharitableContributionsEvent2
Gross Revenue Event2119550GrossRevenueEvent2
Rent Facility Costs Event2106678RentFacilityCostsEvent2
Food And Beverage Event285738FoodAndBeverageEvent2
Entertainment Event259123EntertainmentEvent2
Other Direct Expenses Event252074OtherDirectExpensesEvent2
Total Number Of Other Events0TotalNumberOfOtherEvents
Gross Receipts Total1231035GrossReceiptsTotal
Charitable Contributions Total955485CharitableContributionsTotal
Gross Revenue Total Events275550GrossRevenueTotalEvents
Rent Facility Costs Total Events114931RentFacilityCostsTotalEvents
Food And Beverage Total Events326867FoodAndBeverageTotalEvents
Entertainment Total Events110525EntertainmentTotalEvents
Other Direct Expenses Total Events91715OtherDirectExpensesTotalEvents
Direct Expense Summary Events644038DirectExpenseSummaryEvents
Net Income Summary-368488NetIncomeSummary

Schedule I IRS990ScheduleI

FieldValueIRS element (for citing)
Records MaintainedtrueRecordsMaintained

Recipient Table RecipientTable (70 entries)

Address Line1AddressUS/AddressLine1CityAddressUS/CityStateAddressUS/StateZIP CodeAddressUS/ZIPCodeEIN Of RecipientEINOfRecipientIRC SectionIRCSectionAmount Of Cash GrantAmountOfCashGrantPurpose Of GrantPurposeOfGrant
Albany Park Community Center
3403 West Lawrence AvenueChicagoIL60625362841886501(c)(3)22500Development of
Archdiocese of Chicago
835 North Rush StreetChicagoIL60611362170826501(c)(3)10000sustain a Pastoral
Blessed Sacrament Parish
3615 South Hoyne AvenueChicagoIL60609611568910501(c)(3)10000sustain a Pastoral
CARES
5000 S Fifth Ave Bldg 1HinesIL60141363334177501(c)(3)28002Cancer Research
Case Western Reserve University
10900 Euclid AvenueClevelandOH44106341018992501(c)(3)16523Develop statistical methods
Center for New Horizons
4150 South King DriveChicagoIL60653362729721501(c)(3)22500Development of
Chicago Alliance to End Homelessness
205 W Wacker Ste 1321ChicagoIL60606364272272501(c)(3)11353Evaluate homeless-
Chicago Commons
700 N Sacramento 141ChicagoIL60612362169136501(c)(3)22500Development of
Chicago Public Schools
125 South Clark StreetChicagoIL6060336600582119243Recruit program
Children's Memorial Hospital
2300 Childrens PlazaChicagoIL60614362170833501(c)(3)33413Kawasaki disease
Chinese American Service League
2141 South Tan CourtChicagoIL60616362984043501(c)(3)22500Development of
Cleveland Clinic Foundation
9500 Euclid AvenueClevelandOH44195340714585501(c)(3)26112Study female
Community Consolidated School District 62
777 East Algonquin RdDes PlainesIL60016362921145501(c)(3)57754Recruitment Program for new teachers
Drexel University
3201 Arch St 100PhiladelphiaPA19104231352630501(c)(3)7699Obesity research
Erie Neighborhood House
1701 West Superior StreetChicagoIL60622363043253501(c)(3)22500Development of
EvanstonSkokie District 65
1500 McDaniel AvenueEvanstonIL60201364003165501(c)(3)7921recruitment program
George Washington University
2121 I St NW Ste 601WashingtonDC20052530196584501(c)(3)39362Kawasaki disease
Good Shepherd Parish
2735 South Kolin AvenueChicagoIL60623362171689501(c)(3)8000sustain a pastoral
Holy Family Parish
2515 West Palatine RoadIvernessIL60067363390762501(c)(3)10000sustain a pastoral
Howard Area Community Center
7648 North Paulina AvenueChicagoIL60626363008606501(c)(3)22500Development of
Illinois Institute of Technology
3300 S Federal St 301ChicagoIL60616362170136501(c)(3)80834Cardiovascular research
Indiana University
620 Union Dr 518IndianapolisIN46202356001673501(c)(3)120154Neuroscience
Infant Jesus of Prague
1131 Douglas AvenueFlossmoorIL60422362388795501(c)(3)10000sustain a pastoral
Jane Addams Hull House Association
1030 W Van Buren StreetChicagoIL60607362170135501(c)(3)22500Development of
Lutheran Social Services
1001 E Touhy AveDes PlainesIL60018362584799501(c)(3)22500Development of
Most Blessed Trinity Parish
450 Keller AvenueWaukeganIL60085800432313501(c)(3)10000sustain a pastoral
Northeastern Illinois University
5500 N St Louis AveChicagoIL60625363196229501(c)(3)19415researching
Ohio State University Research Foundation
1960 Kenny RoadColumbusOH43210316401599501(c)(3)51548Immune regulation
Rush University Medical Center
1725 West HarrisonChicagoIL60612363499982501(c)(3)47627Lab virus
Saint Agnes of Bohemia Parish
2651 Central Park AvenueChicagoIL60623362170708501(c)(3)8430sustain a pastoral
Saint Barbara Parish
2859 South Throop StreetChicagoIL60608362170943501(c)(3)10000sustain a Pastoral
Saint Catherine Laboure Parish
3525 Thornwood AvenueGlenviewIL60026362478258501(c)(3)10000sustain a Pastoral
Saint Ferdinand Parish
5900 West Barry AvenueChicagoIL60634362170995501(c)(3)10000sustain a Pastoral
Saint Viator Parish
4170 West Addison StreetChicagoIL60641362171148501(c)(3)10000sustain a Pastoral
Social Solutions
2400 Boston St Ste 360BaltimoreMD21224522277149501(c)(3)10590Software upgrades
St Irenaeus Parish
78 Cherry StreetPark ForrestIL60466366008212501(c)(3)10000sustain a Pastoral
Tulane University
1430 Tulane AveNew OrleansLA70112720423889501(c)(3)60579education & training
University of California
1850 Research ParkSacramentoCA95817946036493501(c)(3)382626Leukemia research
University of Chicago
5801 South Ellis AvenueChicagoIL60637362177139501(c)(3)362212Cancer research
University of Illinois at Chicago
1737 W Polk StreetChicagoIL60612376000511501(c)(3)117786Teacher training &
University of Kansas
2385 Irving Hill RoadLawrenceKS66045480680117501(c)(3)14016Serotonin reuptake
University of Missouri
1 University BlvdSt LouisMO63121436003859501(c)(3)62134Drug offenders
University of New Mexico
MSC 05 3180AlbuquerqueNM87131856000642501(c)(3)16659Motivational interviewing
University of North Carolina at Chapel Hill
104 Airport DriveChapel HillNC27599566001393501(c)(3)10399Cost-effectiveness
University of Washington
4333 Brooklyn Ave NESeattleWA98195916001537501(c)(3)12013Cancer & stress
University of Wisconsin at Madison
21 N Park St Ste 6401MadisonWI53715396006492501(c)(3)75333Mechanical
Asian Human Services
4753 North Broadway 700ChicagoIL60640363698770501(c)(3)22461Federal work study
A Just Harvest
PO Box 608033ChicagoIL60626364381962501(c)(3)5929Federal work study
American Quality Schools Corp
850 West JacksonChicagoIL60607364298732501(c)(3)12065Federal work study
Arts & Business Council of Chicago
70 East Lake St 1200ChicagoIL60601363376861501(c)(3)5228Federal work study
Cambodian Association of Illinois
2831 West Lawrence AvenueChicagoIL60625363129057501(c)(3)9747Federal work study
Centro Romero
6216 North Clark StreetChicagoIL60660363517408501(c)(3)16506Federal work study
Chicago Area Interpreter Referral SVC
17 North State StreetChicagoIL60602363707630501(c)(3)11527Federal work study
Chicago House and Social Service Agency
1925 North Clybourn 401ChicagoIL60614363376432501(c)(3)13818Federal work study
Community Shares of Illinois
44 East Main 208ChampaignIL61820363073918501(c)(3)24759Federal work study
Edgewater Chamber of Commerce
1210 West Rosedale AvenueChicagoIL60660363311042501(c)(3)11422Federal work study
Edgewater Community Council
6044 North BroadwayChicagoIL60660362468991501(c)(3)7601Federal work study
Family Matters
7731 N Marshfield AveChicagoIL60626363588490501(c)(3)5182Federal work study
FEMI Memorial Outreach Fund
5875 N Lincoln Ave LL21ChicagoIL60659030549622501(c)(3)30956Federal work study
Hamdard Center
1542 West Devon AvenueChicagoIL60660363917885501(c)(3)16956Federal work study
Indo American Center
6328 N California AveChicagoIL60659363689665501(c)(3)22264Federal Work Study
Lakeside Community Development Corp
1652 West Wallen AvenueChicagoIL60626421670630501(c)(3)8299Federal Work Study
Legal Assistance Fund of Metropolitan Chicago
111 W Jackson 300ChicagoIL60604362754650501(c)(3)7614Federal Work Study
Living Water Community Church
6808 North Ashland BlvdChicagoIL60626364404672501(c)(3)13852Federal Work Study
McGaw YMCA
1000 Grove StreetEvanstonIL60201362169194501(c)(3)45165Federal Work Study
Office of Catholic Schools
835 North Rush StreetChicagoIL60611362170826501(c)(3)26689Federal Work Study
Sacred Heart Schools
6250 North SheridanChicagoIL60660362170839501(c)(3)31922Federal Work Study
Southeast Asia Center
1134 W Ainslie 300ChicagoIL60640363168093501(c)(3)12542Federal Work Study
Test Positive Aware Network
5537 North BroadwayChicagoIL60640363591116501(c)(3)9092Federal Work Study
Youth Organizations Umbrella Inc
1027 Sherman AvenueEvanstonIL60202362734966501(c)(3)125434Federal Work Study
FieldValueIRS element (for citing)
Total Nbr Of501 C3 And Govt Grants70TotalNbrOf501C3AndGovtGrants
Total Nbr Of Other Organizations0TotalNbrOfOtherOrganizations

Form990 Schedule I Part III Form990ScheduleIPartIII (2 entries)

Type Of GrantTypeOfGrantNumber Of RecipientsNumberOfRecipientsAmount Of Cash GrantAmountOfCashGrant
Scholarships to individuals14190113893790
Fellowships127692372

Form990 Schedule I Part IV Form990ScheduleIPartIV

FieldValueIRS element (for citing)
IdentifierDescription of Organization's Procedures for Monitoring the Use of GrantsIdentifier
Return ReferenceSchedule I, Part I, question 2ReturnReference
ExplanationAll scholarships are awarded on a nondiscriminatory basis. Amounts are applied directly towards a student's tuition, room, and board costs, thereby ensuring the funds are used as intended. Additionally, any organizations and entities receiving subcontract grants from Loyola University Chicago are required to submit annual progress reports on the use of these funds. These progress reports are monitored and reviewed by the principal investigators to ensure funds are being used appropriately.Explanation

Schedule J IRS990ScheduleJ

FieldValueIRS element (for citing)
Idemnification Gross Up PaymentsXIdemnificationGrossUpPayments
Housing Allowance Or ResidenceXHousingAllowanceOrResidence
Written Policy Re T And E ExpensestrueWrittenPolicyReTAndEExpenses
Substantiation RequiredtrueSubstantiationRequired
Compensation CommitteeXCompensationCommittee
Compensation SurveyXCompensationSurvey
Board Or Committee ApprovalXBoardOrCommitteeApproval
Severance PaymenttrueSeverancePayment
Supplemental Nonqual Retire PlantrueSupplementalNonqualRetirePlan
Equity Based Comp ArrangementfalseEquityBasedCompArrangement
Comp Based On Revenue Of Filing OrgfalseCompBasedOnRevenueOfFilingOrg
Comp Based On Revenue Related OrgstrueCompBasedOnRevenueRelatedOrgs
Comp Based Net Earnings Filing OrgfalseCompBasedNetEarningsFilingOrg
Comp Based Net Earnings Relate OrgsfalseCompBasedNetEarningsRelateOrgs
Any Non Fixed PaymentstrueAnyNonFixedPayments
Initial Contract ExceptionfalseInitialContractException

Form990 Schedule J Part II Form990ScheduleJPartII (26 entries)

Base Compensation Filing OrgBaseCompensationFilingOrgComp Based On Related OrgsCompBasedOnRelatedOrgsBonus Filing OrgBonusFilingOrgBonus Related OrgsBonusRelatedOrgsOther Compensation Filing OrgOtherCompensationFilingOrgOther Compensation Related OrgsOtherCompensationRelatedOrgsDeferred Comp Filing OrgDeferredCompFilingOrgDeferred Comp Related OrgsDeferredCompRelatedOrgsNontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgNontaxable Benefits Related OrgsNontaxableBenefitsRelatedOrgsTotal Compensation Filing OrgTotalCompensationFilingOrgTotal Compensation Related OrgsTotalCompensationRelatedOrgsComp Report Prior990 Filing OrgCompReportPrior990FilingOrgComp Report Prior990 Related OrgsCompReportPrior990RelatedOrgs
Pamela G Costas
1747180000014839080680197625000
Philip D Hale
1610190000016284057130183016000
Jonathan R Heintzelman
24164000000237320171670282539000
Emilio Iodice
1970240140000109346015116018660337352000
Eric C Jones
15030600000129610147660178033000
Thomas M Kelly
18353700000163440202440220125000
Philip R Kosiba
19844700000199780114940229919000
William G Laird
25144700000237320173890292568000
Wayne Magdziarz
21371605000021155091480244069000
Susan Malisch
2136820000018282032830235247000
Ellen Kane Munro
216614050000216130163780254655000
John Pelissero PhD
20279800000203700121880235356000
Lucien T Roy
7459100084000016241086760183508000
Kelly Shannon
160987050000167380203320198107000
Paul K Whelton MD
0734247014673023345036730301179601151364014673
Christine Wiseman
26752900000237320169360308197000
Francis Fennell Jr
18610600000159080130190215033000
Richard L Gamelli MD
3962071928320508195051407506134768838636941255172601200
Abolhassan Jalilvand
25522300000237320491570328112000
Mamdouh Bakhos
077062502501670002098201959101061365080167
Felipe De Alba
043411602326770580020982022195071055000
Bahman Emami
144200374219012623907071635014632642012901156970535062050469
Alexander Ghanayem
0488227027545701017020982034292081997500
Guido Marra
049566703440930732020982019968088144200
John Frendries
164115018550000184900149370216092000
Anthony Barbato
0242405000620000020590026919500

Form990 Schedule J Part III Form990ScheduleJPartIII (6 entries)

IdentifierIdentifierReturn ReferenceReturnReferenceExplanationExplanation
Tax Indemnification and gross-up paymentsSchedule J, Part I, Question 1aEmilio Iodice received a tax gross-up payment of $109,346 to cover Italian taxes, as he is an employee of the University's Rome Center.
HOUSING ALLOWANCE OR RESIDENCE FOR PERSONAL USESCHEDULE J, PART 1, QUESTION 1AFather Garanzini, S.J., the President of the University, is provided with a residence hall room at the Water Tower campus. This room is for his occasional use when he is at the Water Tower campus for certain events and as a way to connect with the student body.
SEVERENCE OR CHANGE OF CONTROL PAYMENTSCHEDULE J, PART I, QUESTION 4ALucien Roy received a severance/retirement payment of $84,000.
SUPPLEMENTAL NONQUALIFIED RETIREMENT PLANSCHEDULE J, PART I, QUESTION 4BPaul K. Whelton is a non-vested participant in the Supplemental Executive Retirement Plan (SERP). He received no payments during the year. The SERP is a non-qualified deferred compensation plan administered by Loyola University Medical Center that complies with Section 409A of the Internal Revenue Code. Participation is limited to a certain group of executives. Under the plan, benefits vest after five years of service and are payable upon termination of employment.
COMPENSATION CONTINGENT ON REVENUESSCHEDULE J, PART I, QUESTION 5BIncentive payments are made to physicians by LUMC, a related organization, for clinical duties based on a percentage of individual revenues. For purposes of disclosure in Section VII of the core form and Schedule J, such payments have been included as bonus/incentive compensation paid by a related organization.
NON FIXED PAYMENTSSCHEDULE J, PART I, QUESTION 7Robert Kelly received $22,500 in housing assistance payments and $15,567 in relocation assistance.

Schedule K IRS990ScheduleK

Form990 Schedule K Part I Form990ScheduleKPartI (4 entries)

Issuer EINIssuerEINCUSIP NumberCUSIPNumberDate IssuedDateIssuedIssue PriceIssuePriceDescription Of PurposeDescriptionOfPurposeDefeasedDefeasedOn Behalf Of IssuerOnBehalfOfIssuer
Illinois Educational Facilities Authority
5212975634520015X42003-07-1627775752Construct/equip residence hallfalsefalse
Illinois Finance Authority
86109196745200BJB52004-12-0225212697Construct/equip WT campus dormfalsefalse
Illinois Finance Authority
86109196745200B2C12007-04-1228980884Refund 1997A bonds issued 7/9/97falsefalse
Illinois Finance Authority
86109196745203TAZ92008-06-0480000000Refund & new const; see Sched Ofalsefalse

Form990 Schedule K Part II Form990ScheduleKPartII (4 entries)

Total ProceedsTotalProceedsIssuance Costs From ProceedsIssuanceCostsFromProceedsCapital ExpendituresCapitalExpendituresYear Of Subst CompletionYearOfSubstCompletionCurrent RefundingCurrentRefundingAdvance RefundingAdvanceRefundingFinal Allocation MadeFinalAllocationMadeAdequate Books And Recds MaintaindAdequateBooksAndRecdsMaintaind
28214004295807279181982005falsefalsetruetrue
26113987603713255102742006falsefalsetruetrue
289808843304821991truefalsetruetrue
80082002451315972009truefalsetruetrue

Form990 Schedule K Part III Form990ScheduleKPartIII (3 entries)

Owning Bond Financed PropertyOwningBondFinancedPropertyAny Lease ArrangementsAnyLeaseArrangementsMngment Cntrct Bond Financd PrprtyMngmentCntrctBondFinancdPrprtyAny Research AgreementsAnyResearchAgreementsBond Counsel Routinely EngagedBondCounselRoutinelyEngagedPrcntge Prvt Business Use By OthersPrcntgePrvtBusinessUseByOthersPercentage Of Prvt Business Re UBIPercentageOfPrvtBusinessReUBITotal Private Business UseTotalPrivateBusinessUsePost Issuance Compliance ProcdrsPostIssuanceComplianceProcdrs
falsetruetruefalsetrue0.005100.000000.00510true
falsetruetruefalsetrue0.000000.000000.00000true
falsetruetruefalsetrue0.000000.000000.00000true

Form990 Schedule K Part IV Form990ScheduleKPartIV (4 entries)

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

Schedule L IRS990ScheduleL

Loan Table LoanTable

FieldValueIRS element (for citing)
Name PersonRobert D Kelly -NamePerson
Purpose Of Loanpurchase of housePurposeOfLoan
Loan From OrganizationXLoanFromOrganization
Original Principal$100,000OriginalPrincipalAmount
Balance Due100353BalanceDue
DefaultfalseDefault
Approved By BoardfalseApprovedByBoard
Written AgreementtrueWrittenAgreement
FieldValueIRS element (for citing)
Total Balance Due100353TotalBalanceDue

Form990 Schedule L Part IV Form990ScheduleLPartIV (2 entries)

RelationshipRelationshipAmount Of TransactionAmountOfTransactionDescription Of TransactionDescriptionOfTransactionSharing Of RevenuesSharingOfRevenues
Nancy Hogan
Family Member of Trustee118742Employmentfalse
Michael Beazley
Family Member of Trustee16187Employmentfalse

Schedule M IRS990ScheduleM

Works Of Art WorksOfArt

FieldValueIRS element (for citing)
Non Cash CheckboxXNonCashCheckbox
Number Of Contributions9NumberOfContributions
Noncash Contribs Rptd F9907180612NoncashContribsRptdF990
Method Of Determining Revenuesopinions of expertsMethodOfDeterminingRevenues
FieldValueIRS element (for citing)
Art Historical TreasuresArtHistoricalTreasures
Art Fractional InterestArtFractionalInterest

Books And Publications BooksAndPublications

FieldValueIRS element (for citing)
Non Cash CheckboxXNonCashCheckbox
Noncash Contribs Rptd F990170NoncashContribsRptdF990
Method Of Determining Revenuescost or sale priceMethodOfDeterminingRevenues

Clothing And Household Goods ClothingAndHouseholdGoods

FieldValueIRS element (for citing)
Non Cash CheckboxXNonCashCheckbox
Noncash Contribs Rptd F9903900NoncashContribsRptdF990
Method Of Determining Revenuescost or sale priceMethodOfDeterminingRevenues
FieldValueIRS element (for citing)
Cars And Other VehiclesCarsAndOtherVehicles
Boats And PlanesBoatsAndPlanes
Intellectual PropertyIntellectualProperty

Securities Publicly Traded SecuritiesPubliclyTraded

FieldValueIRS element (for citing)
Non Cash CheckboxXNonCashCheckbox
Number Of Contributions86NumberOfContributions
Noncash Contribs Rptd F9909482594NoncashContribsRptdF990
Method Of Determining Revenuescost or sale priceMethodOfDeterminingRevenues
FieldValueIRS element (for citing)
Securities Closely Held StockSecuritiesCloselyHeldStock
Securities Prtnrshp Trust IntrstsSecuritiesPrtnrshpTrustIntrsts
Securities MiscellaneousSecuritiesMiscellaneous
Qualified Contrib Hist StructQualifiedContribHistStruct
Qualified Contrib OtherQualifiedContribOther
Real Estate ResidentialRealEstateResidential

Real Estate Commercial RealEstateCommercial

FieldValueIRS element (for citing)
Non Cash CheckboxXNonCashCheckbox
Number Of Contributions1NumberOfContributions
Noncash Contribs Rptd F99020700000NoncashContribsRptdF990
Method Of Determining Revenuesopinions of expertsMethodOfDeterminingRevenues

Real Estate Other RealEstateOther

FieldValueIRS element (for citing)
Non Cash CheckboxXNonCashCheckbox
Number Of Contributions1NumberOfContributions
Noncash Contribs Rptd F99013300000NoncashContribsRptdF990
Method Of Determining Revenuesopinions of expertsMethodOfDeterminingRevenues
FieldValueIRS element (for citing)
CollectiblesCollectibles

Food Inventory FoodInventory

FieldValueIRS element (for citing)
Non Cash CheckboxXNonCashCheckbox
Number Of Contributions4NumberOfContributions
Noncash Contribs Rptd F9909898NoncashContribsRptdF990
Method Of Determining Revenuescost or sale priceMethodOfDeterminingRevenues
FieldValueIRS element (for citing)
Drugs And Medical SuppliesDrugsAndMedicalSupplies
TaxidermyTaxidermy
Historical ArtifactsHistoricalArtifacts
Scientific SpecimensScientificSpecimens
Archaeological ArtifactsArchaeologicalArtifacts

Other Non Cash Contributions Table OtherNonCashContributionsTable (2 entries)

Non Cash CheckboxNonCashCheckboxDescriptionDescriptionNumber Of ContributionsNumberOfContributionsNoncash Contribs Rptd F990NoncashContribsRptdF990Method Of Determining RevenuesMethodOfDeterminingRevenues
XOther - Miscellaneous345213123cost or sale price
XOther - Archival Records19645opinions of experts
FieldValueIRS element (for citing)
Any Property That Must Be HeldfalseAnyPropertyThatMustBeHeld
Review Process Unusual NC GiftstrueReviewProcessUnusualNCGifts
Third Parties UsedtrueThirdPartiesUsed

Form990 Schedule M Part II Form990ScheduleMPartII (2 entries)

IdentifierIdentifierReturn ReferenceReturnReferenceExplanationExplanation
Cuneo GiftSchedule M, Lines 16 & 17On April 1, 2010, the University received a gift of two parcels of land from the Cuneo Foundation. The parcels, North and South, are located in Vernon Hills, Illinois. The North Parcel is 50 acres in size and has an appraised value of $20,700,000. This parcel can be utilized for redevelopment. The South Parcel is 47 acres in size and includes the Cuneo Museum and Gardens. It has an appraised value of $13,300,000. The South Parcel was given with the understanding that the University will operate the museum and gardens for 20 years from the execution of the agreement.
Third party processing of contributionsSchedule M, Line 32bThe University maintains brokerage relationships to facilitate the processing and selling of securities received from donors.

Schedule O IRS990ScheduleO

General Explanation GeneralExplanation (11 entries)

IdentifierIdentifierReturn ReferenceReturnReferenceExplanationExplanation
Number of employees reported on Form W-3Form 990, Part V, Question 2aThe 6,862 amount reported on Part V, Question 2a represents the total amount of W-2s filed for calendar year 2009. Since the total number is above 250, these were filed electronically.
Independent Voting MembersForm 990, Part VI, Question 1BFrank Hogan III, Trustee and Bernard J. Beazley, Trustee have family members that are employed by the reporting organization.
Describe the Process used by Management &/or Governing Body to Review 990Form 990, Part VI, Question 11aThe 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 Accounting Manager, Assistant Controller, and Controller. The Form 990 is then presented and discussed with the Chief Financial Officer for review and comments. A summary presentation of the Form 990 is presented at the Audit Committee meeting of the Board of Trustees.
Description of Process to Monitor Transactions for Conflicts of InterestForm 990, Part VI, Question 12cEach year, the Conflict of Interest Policy is updated as necessary and distributed to all current officers, directors, trustees, and key employees, along with a Conflict of Interest Disclosure Statement. Every effort is made to obtain completed and signed Disclosure Statements from all those to whom it was distributed.
Offices & Positions for Which Process was Used, & Year Process was BegunForm 990, Part VI, Question 15aExecutive Compensation has been documented and discussed annually at the Executive Committee Meeting of the Board of Trustees. The Human Resources department of the University prepares comparative and historical information for the Executive Committee to review for each of the following positions: President, Vice-Presidents, and Deans. The information provided includes a salary history, 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 survey. Prior to the meeting, the Chairman of the Board of Trustees reviews the compensation data, assesses performance, and proposes compensation for the President. The President reviews the compensation data, assesses performance, and proposes compensation for the Vice-Presidents and Deans. These proposals, along with the comparability data, are then reviewed and discussed at the Executive Committee Meeting. The Human Resources department documents all of the approvals and decisions made during the Executive Committee Meeting, retains a copy of the report in its files, and processes any and all changes.
Public Disclosure of Governing DocumentsForm 990, Part VI, Question 19The Conflict of Interest policy and Financial Statements are made available to the public via the University's website. Governing documents are available upon request.
Officers, Directors, Trustees, Key Employees & Highest Paid EmployeesForm 990, Part VII, Section A, Line 1AFather Michael J. Garanzini, S.J. is a member of the Society of Jesus and has taken a vow of poverty. During Calendar year 2009, the University paid compensation and benefits in the amount of $498,568 to the Society of Jesus, the founders of Loyola University of Chicago, for his services.
Amounts paid to consultants for fundraising, training and consultingForm 990, Schedule G, Part I, Line 2BDuring fiscal year 2010, 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 employees of the University working in the area of fundraising. The total amount paid for these services was $55,690.
Bond issues: Description of PurposeForm 990, Schedule K, Part I, Line D, 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.
Management ContractsForm 990, Schedule K, Part III, Line 3c, Columns A, B & DManagement contracts and service contracts (relevant to the bond-financed facilities) entered into pursuant to this policy have been reviewed by outside counsel and were determined to have met the safe harbor under Rev Proc 97-13.
Rebate exceptionForm 990, Schedule K, Part IV, Line 6, Column CBecause the 2007 Bonds fully refunded the outstanding 1997A Bonds, funded no new projects and involved no invested proceeds, no rebate exception was relevant.

Schedule R IRS990ScheduleR

Form990 Schedule R Part II Form990ScheduleRPartII (8 entries)

Address Line1AddressUS/AddressLine1CityAddressUS/CityStateAddressUS/StateZIP CodeAddressUS/ZIPCodeEINEINPrimary ActivitiesPrimaryActivitiesLegal Domicile StateLegalDomicileStateExempt Code SectionExemptCodeSectionPublic Charity StatusPublicCharityStatusBusiness Name Line1DirectControllingEntityName/BusinessNameLine1
Loyola University Health System
2160 South 1st AvenueMaywoodIL60153363342448HealthcareIL501c311A Type IILUC
Loyola University Medical Center
2160 South 1st AvenueMaywoodIL60153364015560healthcareIL501c33LUHS
Loyola University Physician Foundation
2 Westbrook Corporate Center SuiteWestchesterIL60154363999801HealthcareIL501c39NA
Loyola Management Company
820 N Michigan AvenueChicagoIL60611363858492Title HldngIL501c2N/ALUC
Mundelein College
820 N Michigan AvenueChicagoIL60611362179799EducationIL501c32LUC
Gottlieb Health Resources Inc
701 W North AvenueMelrose ParkIL60160363225661healthcareIL501c311B Type IILUHS
Gottlieb Memorial Hospital
701 W North AvenueMelrose ParkIL60160362379649healthcareIL501c33LUHS
Gottlieb Community Health Services Corp
701 W North AvenueMelrose ParkIL60160363332852Health SvcsIL501c39GMH

Form990 Schedule R Part IV Form990ScheduleRPartIV (2 entries)

Address Line1AddressForeign/AddressLine1CityAddressForeign/CityProvince Or StateAddressForeign/ProvinceOrStateCountryAddressForeign/CountryPostal CodeAddressForeign/PostalCodePrimary ActivityPrimaryActivityLegal Domicile Foreign CountryLegalDomicileForeignCountryBusiness Name Line1DirectControllingEntityName/BusinessNameLine1Type Of EntityTypeOfEntityAddress Line1AddressUS/AddressLine1CityAddressUS/CityStateAddressUS/StateZIP CodeAddressUS/ZIPCodeEINEINLegal Domicile StateLegalDomicileState
Loyola Univ of Chicago Insur Co Ltd
PO Box 1159Grand CaymanCayman IslandsCJKY1-1102INSURANCECJNAC Corp
Gottlieb Management Services Inc
Management SVCSNAC Corp2160 South 1st AvenueMAYWOODIL60153363330529IL
FieldValueIRS element (for citing)
Receipt Of Int Ann Rents RoyaltiestrueReceiptOfIntAnnRentsRoyalties
Gift Grant Or Cap Contr To Other OrgfalseGiftGrantOrCapContrToOtherOrg
Gift Grant Or Cap Contr Fr Other OrgtrueGiftGrantOrCapContrFrOtherOrg
Loans Or Guarantees To Other OrgtrueLoansOrGuaranteesToOtherOrg
Loans Or Guarantees From Other OrgfalseLoansOrGuaranteesFromOtherOrg
Sale Of Assets To Other OrgfalseSaleOfAssetsToOtherOrg
Purchase Of Assets From Other OrgfalsePurchaseOfAssetsFromOtherOrg
Exchange Of AssetsfalseExchangeOfAssets
Rental Of Facilities To Other OrgsfalseRentalOfFacilitiesToOtherOrgs
Rental Of Facilities Fr Other OrgstrueRentalOfFacilitiesFrOtherOrgs
Perform Of Services For Other OrgsfalsePerformOfServicesForOtherOrgs
Perform Of Services By Other OrgsfalsePerformOfServicesByOtherOrgs
Sharing Of FacilitiestrueSharingOfFacilities
Sharing Of Paid EmployeestrueSharingOfPaidEmployees
Reimbursement Paid To Other OrgtrueReimbursementPaidToOtherOrg
Reimbursement Paid By Other OrgtrueReimbursementPaidByOtherOrg
Other Transfer To Other OrgtrueOtherTransferToOtherOrg
Other Transfer From Other OrgfalseOtherTransferFromOtherOrg

Transactions Related Orgs Table TransactionsRelatedOrgsTable (10 entries)

Transaction TypeTransactionTypeAmount InvolvedAmountInvolved
Loyola Management Company
J2762000
Loyola Management Company
A1599092
Loyola Management Company
D21100000
Loyola University of Chicago Insurance Co LtD
Q151515
Loyola University Physician Foundation
C187500
Loyola University Medical Center
C23910393
Loyola University Medical Center
M6902000
Loyola University Medical Center
N2263907
Loyola University Medical Center
O8291147
Loyola University Medical Center
P7278800