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
- Form 990
- Schedule A
- Schedule B
- Schedule C
- Schedule D
- Schedule E
- Schedule F
- Schedule G
- Schedule I
- Schedule J
- Schedule K
- Schedule L
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2011-05-11T11:12:53-04:00 | Timestamp |
| Tax Period End Date | 2010-06-30 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ERNST & YOUNG US LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 155 NORTH WACKER DRIVE | AddressLine1 |
| City | CHICAGO | City |
| State | IL | State |
| ZIP Code | 60606 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2009-07-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 361408475 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Loyola University of Chicago | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | LOYO | NameControl |
| Phone | 3129158706 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 820 N Michigan Avenue | AddressLine1 |
| City | Chicago | City |
| State | IL | State |
| ZIP Code | 606112147 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | William Laird | Name |
| Title | VP Finance, CFO & Treasurer | Title |
| Date Signed | 2011-05-11 | DateSigned |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 3128792000 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2009 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | Michael J Garanzini SJ | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | President 820 N Michigan Ave | AddressLine1 |
| City | Chicago | City |
| State | IL | State |
| ZIP Code | 60611 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 802989914 | GrossReceipts |
| Group Return For Affiliates | false | GroupReturnForAffiliates |
| Organization501c | X | Organization501c |
| Web Site | www.luc.edu | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1909 | YearFormation |
| State Legal Domicile | IL | StateLegalDomicile |
| Activity Or Mission Description | We are the nation's largest Jesuit, Catholic University with 16,000 undergraduate, graduate, and doctoral students. We work to expand Knowledge through learning, justice, and faith. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 45 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 43 | NbrIndependentVotingMembers |
| Total Nbr Employees | 6862 | TotalNbrEmployees |
| Total Nbr Volunteers | 450 | TotalNbrVolunteers |
| Total Gross UBI | 150797 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | -275797 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 119469072 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 158919450 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 443793088 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 464175929 | ProgramServiceRevenueCY |
| Investment Income Prior Year | -51996410 | InvestmentIncomePriorYear |
| Investment Income Current Year | 20749280 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 3903769 | OtherRevenuePriorYear |
| Other Revenue Current Year | 5289901 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 515169519 | TotalRevenuePriorYear |
| Total Revenue Current Year | 649134560 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 125991906 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 117523415 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 253762324 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 239406595 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 153881 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 73633 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 10076037 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 157849980 | OtherExpensePriorYear |
| Other Expenses Current Year | 154793279 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 537758091 | TotalExpensesPriorYear |
| Total Expenses Current Year | 511796922 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | -22588572 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 137337638 | RevenuesLessExpensesCY |
| Total Assets BOY | 1056793384 | TotalAssetsBOY |
| Total Assets EOY | 1218137699 | TotalAssetsEOY |
| Total Liabilities BOY | 442345034 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 455523755 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 614448350 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 762613944 | NetAssetsOrFundBalancesEOY |
| Mission Description | Loyola University Chicago is the nation's largest Jesuit, Catholic UNIVERSITY WITH AN ENROLLMENT OF APPROXIMATELY 16,000 UNDERGRADUATE, GRADUATE, AND DOCTORAL STUDENTS. WE ARE A DIVERSE COMMUNITY SEEKING GOD IN ALL THINGS AND WORKING TO EXPAND KNOWLEDGE IN THE SERVICE OF HUMANITY THROUGH LEARNING, JUSTICE, AND FAITH. | MissionDescription |
| Significant New Program Services | false | SignificantNewProgramServices |
| Significant Change | false | SignificantChange |
| Expense | 372221406 | Expense |
| Grants | 113796715 | Grants |
| Revenue | 420600579 | Revenue |
| Description | Higher Education, General/Other: Loyola University Chicago currently enrolls approximately 16,000 undergraduate, graduate, and professional students and is home to 10 schools and colleges: Arts and Sciences, Business Administration, Communication, Education, Graduate Studies, Law, Medicine, Nursing, Continuing and Professional Studies, and Social Work. | Description |
Activity2 Activity2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 43353000 | Expense |
| Grants | 2942770 | Grants |
| Description | Research: 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 42917000 | Expense |
| Grants | 783930 | Grants |
| Revenue | 46519852 | Revenue |
| Description | Higher Education Auxiliary Services: Loyola University Chicago provides various goods and services for the benefit of its students, faculty and staff, and in support of educational activities. Services include student housing, food service, bookstores, recreational facilities and transportation. | Description |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expense | 458491406 | TotalProgramServiceExpense |
| Described In501 C3 | true | DescribedIn501C3 |
| Schedule B Required | true | ScheduleBRequired |
| Political Activities | false | PoliticalActivities |
| Lobbying Activities | true | LobbyingActivities |
| Donor Advised Funds | false | DonorAdvisedFunds |
| Conservation Easements | true | ConservationEasements |
| Collections Of Art | true | CollectionsOfArt |
| Credit Counseling | true | CreditCounseling |
| Term Or Permanent Endowments | true | TermOrPermanentEndowments |
| Balance Sheet Amounts Reported | true | BalanceSheetAmountsReported |
| Independent Audit Financial Stmt | false | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | true | ConsolidatedAuditFinancialStmt |
| School | true | School |
| Foreign Office | true | ForeignOffice |
| Foreign Activities | true | ForeignActivities |
| More Than5000 K To Organizations | true | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividuals |
| Professional Fundraising | true | ProfessionalFundraising |
| Fundraising Activities | true | FundraisingActivities |
| Gaming | false | Gaming |
| Hospital | false | Hospital |
| Grants To Organizations | true | GrantsToOrganizations |
| Grants To Individuals | true | GrantsToIndividuals |
| Schedule J Required | true | ScheduleJRequired |
| Tax Exempt Bonds | true | TaxExemptBonds |
| Invest Tax Exempt Bonds | false | InvestTaxExemptBonds |
| Escrow Account | false | EscrowAccount |
| On Behalf Of Issuer | false | OnBehalfOfIssuer |
| Excess Benefit Transaction | false | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | false | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | true | LoanToOfficerOrDQP |
| Grant To Related Person | false | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | false | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | true | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | false | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | true | DeductibleNonCashContributions |
| Deductible Contributions Of Art | true | DeductibleContributionsOfArt |
| Terminated | false | Terminated |
| Partial Liquidation | false | PartialLiquidation |
| Disregarded Entity | false | DisregardedEntity |
| Related Entity | true | RelatedEntity |
| Related Org Controlled Entity | true | RelatedOrgControlledEntity |
| Transfers To Exempt Non Chrtbl Org | true | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | false | ActivitiesConductedPartnership |
| Schedule O Required | true | ScheduleORequired |
| Number Forms Transmitted With1096 | 17372 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | true | ComplianceWithBackupWitholding |
| Number Of Employees | 6862 | NumberOfEmployees |
| Employment Tax Returns Filed | true | EmploymentTaxReturnsFiled |
| Unrelated Business Income | true | UnrelatedBusinessIncome |
| Form990-T Filed | true | Form990-TFiled |
| Foreign Financial Account | true | ForeignFinancialAccount |
| Name Of Foreign Country | UK | NameOfForeignCountry |
| Name Of Foreign Country | IT | NameOfForeignCountry |
| 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 | true | QuidProQuoContributions |
| Quid Pro Quo Disclosure | true | QuidProQuoDisclosure |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOf |
| Funds To Pay Premiums | false | FundsToPayPremiums |
| Premiums Paid | false | PremiumsPaid |
| Nbr Voting Governing Body Members | 45 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 43 | NumberIndependentVotingMembers |
| Family Or Business Relationship | false | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | false | DelegationOfManagementDuties |
| Changes To Organizing Docs | false | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuse |
| Members Or Stockholders | false | MembersOrStockholders |
| Election Of Board Members | false | ElectionOfBoardMembers |
| Decisions Subject To Approval | false | 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 | true | InvestmentInJointVenture |
| Written Policy Or Procedure | true | WrittenPolicyOrProcedure |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | Eugene Grotbeck Controller | NamePerson |
| Telephone Number | 3129158706 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 820 N Michigan Avenue | AddressLine1 |
| City | Chicago | City |
| State | IL | State |
| ZIP Code | 60611 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (76 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | OfficerOfficer | Key EmployeeKeyEmployee | Highest Compensated EmployeeHighestCompensatedEmployee | FormerFormer |
|---|---|---|---|---|---|---|---|---|---|
| Joseph J Ahern | |||||||||
| Trustee | 1.0 | X | 0 | 0 | 0 | ||||
| Patrick Arbor | |||||||||
| Trustee | 1.0 | X | 0 | 0 | 0 | ||||
| Bernard J Beazley | |||||||||
| Trustee | 1.0 | X | 0 | 0 | 0 | ||||
| James P Bouchard | |||||||||
| Trustee | 1.0 | X | 0 | 0 | 0 | ||||
| William A Brandt Jr | |||||||||
| Trustee | 1.0 | X | 0 | 0 | 0 | ||||
| Michael J Carbon MD | |||||||||
| Trustee | 1.0 | X | 0 | 0 | 0 | ||||
| Anthony Chirchirillo | |||||||||
| Trustee | 1.0 | X | 0 | 0 | 0 | ||||
| Rosemary Croghan | |||||||||
| Trustee | 1.0 | X | 0 | 0 | 0 | ||||
| John F Cuneo Jr | |||||||||
| Trustee | 1.0 | X | 0 | 0 | 0 | ||||
| Ronald E Daly | |||||||||
| Trustee | 1.0 | X | 9500 | 0 | 0 | ||||
| Mary Judith Duchossois | |||||||||
| Trustee | 1.0 | X | 0 | 0 | 0 | ||||
| Paul J Fitzgerald SJ | |||||||||
| Trustee | 1.0 | X | 0 | 0 | 0 | ||||
| Daniel L Flaherty SJ | |||||||||
| Trustee | 1.0 | X | 0 | 0 | 0 | ||||
| Michael J Garanzini SJ | |||||||||
| President, Trustee | 40.0 | X | 0 | 0 | 0 | X | |||
| Michael J Graham SJ | |||||||||
| Trustee | 1.0 | X | 0 | 0 | 0 | ||||
| William J Hank | |||||||||
| Vice Chair, Trustee | 1.0 | X | 0 | 0 | 0 | X | |||
| John J Hartman | |||||||||
| Trustee | 1.0 | X | 0 | 0 | 0 | ||||
| Victor J Heckler | |||||||||
| Trustee | 1.0 | X | 0 | 0 | 0 | ||||
| Marvin Herman | |||||||||
| Trustee | 1.0 | X | 0 | 0 | 0 | ||||
| Frank Hogan III | |||||||||
| Trustee | 1.0 | X | 0 | 0 | 0 | ||||
| Christina M Johnson-Wolff | |||||||||
| Trustee | 1.0 | X | 0 | 0 | 0 | ||||
| Patrick J Kelly | |||||||||
| Trustee | 1.0 | X | 0 | 0 | 0 | ||||
| Richard J Klarcheck | |||||||||
| Trustee | 1.0 | X | 0 | 0 | 0 | ||||
| William C Kunkler III | |||||||||
| Trustee | 1.0 | X | 0 | 0 | 0 | ||||
| Michael R Leyden | |||||||||
| Trustee | 1.0 | X | 0 | 0 | 0 | ||||
| Patrick C Lynch | |||||||||
| Trustee | 1.0 | X | 0 | 0 | 0 | ||||
| Shirley R Madigan | |||||||||
| Trustee | 1.0 | X | 0 | 0 | 0 | ||||
| Patrick McGrath SJ | |||||||||
| Trustee | 1.0 | X | 0 | 0 | 0 | ||||
| Carlos Montoya | |||||||||
| Trustee | 1.0 | X | 0 | 0 | 0 | ||||
| Ruthellyn Musil | |||||||||
| Trustee | 1.0 | X | 0 | 0 | 0 | ||||
| Terry E Newman | |||||||||
| Trustee | 1.0 | X | 0 | 0 | 0 | ||||
| Allan J Norville | |||||||||
| Trustee | 1.0 | X | 0 | 0 | 0 | ||||
| Robert L Parkinson Jr | |||||||||
| Trustee | 1.0 | X | 0 | 0 | 0 | ||||
| Joseph A Power Jr | |||||||||
| Trustee | 1.0 | X | 0 | 0 | 0 | ||||
| Michael R Quinlan | |||||||||
| Chairman, Trustee | 1.0 | X | 0 | 0 | 0 | X | |||
| John E Rooney | |||||||||
| Trustee | 1.0 | X | 0 | 0 | 0 | ||||
| Bradley M Schaeffer SJ | |||||||||
| Trustee | 1.0 | X | 0 | 0 | 0 | ||||
| Judith A Scully | |||||||||
| Trustee | 1.0 | X | 0 | 0 | 0 | ||||
| Michael D Searle | |||||||||
| Trustee | 1.0 | X | 0 | 0 | 0 | ||||
| Smita N Shah | |||||||||
| Trustee | 1.0 | X | 0 | 0 | 0 | ||||
| Raymond F Simon | |||||||||
| Trustee | 1.0 | X | 0 | 0 | 0 | ||||
| George Andrews Smith | |||||||||
| Trustee | 1.0 | X | 0 | 0 | 0 | ||||
| Joan E Steel | |||||||||
| Trustee | 1.0 | X | 0 | 0 | 0 | ||||
| Terese Terry | |||||||||
| Trustee | 1.0 | X | 0 | 0 | 0 | ||||
| Mary Tolan | |||||||||
| Trustee | 1.0 | X | 0 | 0 | 0 | ||||
| Daniel G Walsh | |||||||||
| Trustee | 1.0 | X | 0 | 0 | 0 | ||||
| Edward Wanandi | |||||||||
| Trustee | 1.0 | X | 0 | 0 | 0 | ||||
| Kevin W Wildes SJ | |||||||||
| Trustee | 1.0 | X | 0 | 0 | 0 | ||||
| Mary Ann Zollmann BVM | |||||||||
| Trustee | 1.0 | X | 0 | 0 | 0 | ||||
| Pamela G Costas | |||||||||
| Assistant Secretary | 40.0 | 174718 | 0 | 21695 | X | ||||
| Philip D Hale | |||||||||
| VP for Public Affairs | 40.0 | 161019 | 0 | 20524 | X | ||||
| Jonathan R Heintzelman | |||||||||
| VP for Advancement | 40.0 | 241640 | 0 | 37487 | X | ||||
| Emilio Iodice | |||||||||
| VP, Dir. John Felice Rome CNTR | 40.0 | 320370 | 0 | 16043 | X | ||||
| Eric C Jones | |||||||||
| Assistant Treasurer | 40.0 | 150306 | 0 | 25968 | X | ||||
| Robert D Kelly | |||||||||
| VP for Student Affairs | 40.0 | 119325 | 0 | 13243 | X | ||||
| Thomas M Kelly | |||||||||
| VP for Human Resources | 40.0 | 183537 | 0 | 33452 | X | ||||
| Philip R Kosiba | |||||||||
| VP for Facilities | 40.0 | 198447 | 0 | 29490 | X | ||||
| William G Laird | |||||||||
| VP Finance, CFO, Treasurer | 40.0 | 251447 | 0 | 39487 | X | ||||
| Wayne Magdziarz | |||||||||
| VP for Capital Planning | 40.0 | 213766 | 0 | 27011 | X | ||||
| Susan Malisch | |||||||||
| VP & Chief Information Officer | 40.0 | 213682 | 0 | 18282 | X | ||||
| Ellen Kane Munro | |||||||||
| VP & Gen. Counsel & Secretary | 40.0 | 216664 | 0 | 36709 | X | ||||
| John Pelissero PhD | |||||||||
| Provost | 40.0 | 202798 | 0 | 29326 | X | ||||
| Lucien T Roy | |||||||||
| VP for Mission and Ministry | 40.0 | 158591 | 0 | 24539 | X | ||||
| Kelly Shannon | |||||||||
| VP for University Mktg & COMM | 40.0 | 161037 | 0 | 35924 | X | ||||
| Paul K Whelton MD | |||||||||
| VP Hlth Sci & Pres CEO LUHS | 40.0 | 0 | 772265 | 378079 | X | ||||
| Christine Wiseman | |||||||||
| Provost | 40.0 | 267529 | 0 | 38987 | X | ||||
| Francis Fennell Jr | |||||||||
| Dean, College of Arts & Sci | 40.0 | 186106 | 0 | 27248 | X | ||||
| Richard L Gamelli MD | |||||||||
| Dean/Prof/Chair Gen. Surgery | 40.0 | 396207 | 706167 | 31389 | X | ||||
| Abolhassan Jalilvand | |||||||||
| Dean, School of Business | 40.0 | 255223 | 0 | 69428 | X | ||||
| Mamdouh Bakhos | |||||||||
| Prof./Chair Thor. & Cardio. | 40.0 | 0 | 1020792 | 37878 | X | ||||
| Felipe De Alba | |||||||||
| Asst. Prof./Dir. Retina Srvs | 40.0 | 0 | 667373 | 41596 | X | ||||
| Bahman Emami | |||||||||
| Prof./Chair. Radiation Onclgy. | 40.0 | 144200 | 507529 | 37462 | X | ||||
| Alexander Ghanayem | |||||||||
| Prof/Chief of Spine Surgery | 40.0 | 0 | 764701 | 53472 | X | ||||
| Guido Marra | |||||||||
| Asst. Prof/Chief Shldr & Elbow | 40.0 | 0 | 840492 | 39237 | X | ||||
| John Frendries | |||||||||
| Provost (Former) | 40.0 | 182665 | 0 | 31684 | X | ||||
| Anthony Barbato | |||||||||
| VP of Health Sciences (Former) | 40.0 | 0 | 248605 | 20590 | X | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 4408777 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 5527924 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 1216230 | TotalOtherCompensation |
| Number Individuals GT100 K | 386 | NumberIndividualsGT100K |
| Formers Listed | true | FormersListed |
| Total Comp GT150 K | true | TotalCompGT150K |
| Compensation From Other Sources | false | CompensationFromOtherSources |
Contractor Compensation ContractorCompensation (5 entries)
| Address Line1AddressOfContractor/AddressUS/AddressLine1 | CityAddressOfContractor/AddressUS/City | StateAddressOfContractor/AddressUS/State | ZIP CodeAddressOfContractor/AddressUS/ZIPCode | Description Of ServicesDescriptionOfServices | CompensationCompensation |
|---|---|---|---|---|---|
| Baranski Hammer Moretta Sheehy | |||||
| 1101 S Bench Street | GALENA | IL | 61036 | ARCHITECT/PLANNING | 1682807 |
| Deloitte Touche LLP | |||||
| 4205 Collection Center Drive | CHICAGO | IL | 60693 | AUDIT/FINANCIAL | 510800 |
| Smart Business Advisory Consultin | |||||
| 80 Lancaster Ave | DEVON | PA | 19333 | AUDIT SERVICES | 430862 |
| JJR LLC | |||||
| 110 Miller Avenue | ANN ARBOR | MI | 48104 | LANDSCAPE Architect | 328407 |
| Babbitt Land Warner LLP | |||||
| 332 S Michigan Ave Suite 710 | CHICAGO | IL | 60604 | LEGAL SERVICES | 302859 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 15 | NumberOfContractorsGT100K |
| Fundraising Events | 955485 | FundraisingEvents |
| Related Organizations | 24097893 | RelatedOrganizations |
| Government Grants | 39123982 | GovernmentGrants |
| All Other Contributions | 94742090 | AllOtherContributions |
| Noncash Contributions | 50899941 | NoncashContributions |
| Total Contributions | 158919450 | TotalContributions |
Program Service Revenue ProgramServiceRevenue (3 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome |
|---|---|---|---|
| Tuition and Fees | 611710 | 411909706 | 411909706 |
| AUXILIARY (SEE PART III, LINE 4C) | 611710 | 46458526 | 46458526 |
| Other Educational and General | 611710 | 5807697 | 5807697 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 464175929 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 8998202 | TotalRevenueColumn |
| Unrelated Business Revenue | -228219 | UnrelatedBusinessRevenue |
| Exclusion | $9,226,421 | ExclusionAmount |
Income From Invest Bond Proceeds IncomeFromInvestBondProceeds
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 201 | TotalRevenueColumn |
| Exclusion | $201 | ExclusionAmount |
Royalties Revenue RoyaltiesRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 2535864 | TotalRevenueColumn |
| Related Or Exempt Function Income | 2535864 | RelatedOrExemptFunctionIncome |
Gross Rents GrossRents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 5281390 | Real |
Less Rental Expenses LessRentalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 2885194 | Real |
Rental Income Or Loss RentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 2396196 | Real |
Net Rental Income Or Loss NetRentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 2396196 | TotalRevenueColumn |
| Exclusion | $2,396,196 | ExclusionAmount |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 162077000 | Securities |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 150326123 | Securities |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 11750877 | Securities |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 11750877 | TotalRevenueColumn |
| Exclusion | $11,750,877 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Income Fundraising Events | 275550 | GrossIncomeFundraisingEvents |
| Cntrbtns Rprtd Fundraising Events | 955485 | CntrbtnsRprtdFundraisingEvents |
| Fundraising Direct Expenses | 644037 | FundraisingDirectExpenses |
Net Income From Fundraising Events NetIncomeFromFundraisingEvents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -368487 | TotalRevenueColumn |
| Exclusion | -$368,487 | ExclusionAmount |
Net Income From Gaming NetIncomeFromGaming
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Net Income Or Loss NetIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Other Revenue Misc OtherRevenueMisc (2 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome | Unrelated Business RevenueUnrelatedBusinessRevenue |
|---|---|---|---|---|
| Interest on Student Loans | 611710 | 347312 | 347312 | |
| Conference Services | 532000 | 379016 | 379016 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 726328 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 649134560 | TotalRevenueColumn |
| Related Or Exempt Function Income | 467059105 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 150797 | UnrelatedBusinessRevenue |
| Exclusion | $23,005,208 | ExclusionAmount |
Grants To Domestic Orgs GrantsToDomesticOrgs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2607492 | Total |
| Program Services | 2607492 | ProgramServices |
Grants To Domestic Individuals GrantsToDomesticIndividuals
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 114580644 | Total |
| Program Services | 114580644 | ProgramServices |
Foreign Grants ForeignGrants
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 335279 | Total |
| Program Services | 335279 | ProgramServices |
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 | 4618578 | Total |
| Program Services | 1929264 | ProgramServices |
| Management And General | 2343286 | ManagementAndGeneral |
| Fundraising | 346028 | Fundraising |
Comp Disqual Persons CompDisqualPersons
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 134929 | Total |
| Program Services | 134929 | ProgramServices |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 186982235 | Total |
| Program Services | 165207554 | ProgramServices |
| Management And General | 16924585 | ManagementAndGeneral |
| Fundraising | 4850096 | Fundraising |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 14173154 | Total |
| Program Services | 12025336 | ProgramServices |
| Management And General | 1673790 | ManagementAndGeneral |
| Fundraising | 474028 | Fundraising |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 20841083 | Total |
| Program Services | 17851293 | ProgramServices |
| Management And General | 2327342 | ManagementAndGeneral |
| Fundraising | 662448 | Fundraising |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 12656616 | Total |
| Program Services | 11472484 | ProgramServices |
| Management And General | 982561 | ManagementAndGeneral |
| Fundraising | 201571 | Fundraising |
Fees For Services Management FeesForServicesManagement
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 306860 | Total |
| Program Services | 62642 | ProgramServices |
| Management And General | 244218 | ManagementAndGeneral |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 602672 | Total |
| Program Services | 5000 | ProgramServices |
| Management And General | 597672 | ManagementAndGeneral |
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 | 73633 | Total |
| Fundraising | 73633 | Fundraising |
Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1136775 | Total |
| Management And General | 1136775 | ManagementAndGeneral |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 18183131 | Total |
| Program Services | 15000798 | ProgramServices |
| Management And General | 3011471 | ManagementAndGeneral |
| Fundraising | 170862 | Fundraising |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 3206204 | Total |
| Program Services | 1212151 | ProgramServices |
| Management And General | 1744013 | ManagementAndGeneral |
| Fundraising | 250040 | Fundraising |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 25331407 | Total |
| Program Services | 23077526 | ProgramServices |
| Management And General | 1457153 | ManagementAndGeneral |
| Fundraising | 796728 | Fundraising |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 7466037 | Total |
| Program Services | 3360722 | ProgramServices |
| Management And General | 4085910 | ManagementAndGeneral |
| Fundraising | 19405 | Fundraising |
Royalties Royalties
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 122414 | Total |
| Program Services | 122414 | ProgramServices |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 14988087 | Total |
| Program Services | 13644459 | ProgramServices |
| Management And General | 1025827 | ManagementAndGeneral |
| Fundraising | 317801 | Fundraising |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 710702 | Total |
| Program Services | 467703 | ProgramServices |
| Management And General | 55204 | ManagementAndGeneral |
| Fundraising | 187795 | Fundraising |
Travel Entrtnmnt Public Officials TravelEntrtnmntPublicOfficials
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 6256781 | Total |
| Program Services | 5897552 | ProgramServices |
| Management And General | 270131 | ManagementAndGeneral |
| Fundraising | 89098 | Fundraising |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 10286352 | Total |
| Program Services | 8289633 | ProgramServices |
| Management And General | 1826262 | ManagementAndGeneral |
| Fundraising | 170457 | Fundraising |
Payments To Affiliates PaymentsToAffiliates
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 34013490 | Total |
| Program Services | 30593581 | ProgramServices |
| Management And General | 2764337 | ManagementAndGeneral |
| Fundraising | 655572 | Fundraising |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 456435 | Total |
| Program Services | 454919 | ProgramServices |
| Management And General | 1188 | ManagementAndGeneral |
| Fundraising | 328 | Fundraising |
Other Expenses OtherExpenses (5 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral | FundraisingFundraising |
|---|---|---|---|---|
| Institutional Support | 10563413 | 9451771 | 402324 | 709318 |
| Operations and Maintenance | 7414434 | 7354982 | 46782 | 12670 |
| Auxiliary | 6572740 | 6474783 | 87129 | 10828 |
| MISC. SPONSORED RESEARCH | 2269307 | 2269307 | ||
| All other expenses | 4906038 | 4607188 | 221519 | 77331 |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 511796922 | Total |
| Program Services | 458491406 | ProgramServices |
| Management And General | 43229479 | ManagementAndGeneral |
| Fundraising | 10076037 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 21872 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 81595591 | BOY |
| EOY | 101826920 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 13712819 | BOY |
| EOY | 17055111 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 29543170 | BOY |
| EOY | 18079596 | EOY |
Receivables From Officers Etc ReceivablesFromOfficersEtc
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 100353 | EOY |
Other Notes Loans Receivable Net OtherNotesLoansReceivableNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 42418338 | BOY |
| EOY | 42700301 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 8468591 | BOY |
| EOY | 5393493 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 1067566815 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 375711378 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 582211939 | BOY |
| EOY | 691855437 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 170554645 | BOY |
| EOY | 211910916 | EOY |
Investments Other Securities InvestmentsOtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 119385942 | BOY |
| EOY | 119617593 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 8902349 | BOY |
| EOY | 9576107 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1056793384 | BOY |
| EOY | 1218137699 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 44296993 | BOY |
| EOY | 45858289 | EOY |
Deferred Revenue DeferredRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 46334033 | BOY |
| EOY | 46474892 | EOY |
Tax Exempt Bond Liabilities TaxExemptBondLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 161352938 | BOY |
| EOY | 160992164 | EOY |
Escrow Account Liability EscrowAccountLiability
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1614031 | BOY |
| EOY | 1679814 | EOY |
Mort Notes Pybl Secured Invest Prop MortNotesPyblSecuredInvestProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 515309 | BOY |
| EOY | 12402188 | EOY |
Unsecured Notes Loans Payable UnsecuredNotesLoansPayable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 124272297 | BOY |
| EOY | 118201658 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 63959433 | BOY |
| EOY | 69914750 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 442345034 | BOY |
| EOY | 455523755 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 389825133 | BOY |
| EOY | 522067432 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 109104952 | BOY |
| EOY | 115510534 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 115518265 | BOY |
| EOY | 125035978 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 614448350 | BOY |
| EOY | 762613944 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1056793384 | BOY |
| EOY | 1218137699 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| 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 | true | FederalGrantAuditRequired |
| Federal Grant Audit Performed | true | FederalGrantAuditPerformed |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| School170b1 Aii | X | School170b1Aii |
Schedule B IRS990ScheduleB
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | RESTRICTED | ContributorNumber |
Contributor Name Business ContributorNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor Address US ContributorAddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Aggregate Contributions | RESTRICTED | AggregateContributions |
Schedule C IRS990ScheduleC
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grassroots Lobbying | TotalGrassrootsLobbying | |
| Total Direct Lobbying | TotalDirectLobbying | |
| Total Lobbying Expenditures | TotalLobbyingExpenditures | |
| Other Exempt Purpose Expenditures | OtherExemptPurposeExpenditures | |
| Total Exempt Purpose Expenditures | TotalExemptPurposeExpenditures | |
| Lobbying Nontaxable | LobbyingNontaxableAmount | |
| Grassroots Nontaxable | GrassrootsNontaxableAmount | |
| Tot Lobbying Grassroot Minus Non Tx | TotLobbyingGrassrootMinusNonTx | |
| Tot Lobby Expend Mns Lobbying Nontx | TotLobbyExpendMnsLobbyingNontx | |
| Volunteers | true | Volunteers |
| Paid Staff Or Management | true | PaidStaffOrManagement |
| Media Advertisements | false | MediaAdvertisements |
| Mailings Members | false | MailingsMembers |
| Publications Or Broadcast | false | PublicationsOrBroadcast |
| Grants Other Organizations | false | GrantsOtherOrganizations |
| Direct Contact Legislators | true | DirectContactLegislators |
| Direct Contact Legislators | $199,924 | DirectContactLegislatorsAmount |
| Rallies Demonstrations | false | RalliesDemonstrations |
| Other Activities | false | OtherActivities |
| Total Lobbying Expenditures IIB | 199924 | TotalLobbyingExpendituresIIB |
| Not Described In501c3 | false | NotDescribedIn501c3 |
Form990 Schedule C Part IV Form990ScheduleCPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | Lobbying Activity | Identifier |
| Return Reference | Schedule C, Part II-B, Line 1 | ReturnReference |
| Explanation | Philip 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Historic Structure | X | HistoricStructure |
| Total Number Of Easements | 4 | TotalNumberOfEasements |
| Total Acreage | 0.00 | TotalAcreage |
| Nmbr Hist Struct Easements | 4 | NmbrHistStructEasements |
| Nmbr Hist Struct Easements After | 0 | NmbrHistStructEasementsAfter |
| Nmbr Easements Modified | 0 | NmbrEasementsModified |
| Nmbr States In Which Easements Held | 1 | NmbrStatesInWhichEasementsHeld |
| Written Policy Monitoring | false | WrittenPolicyMonitoring |
| Staff Hours Spent On Enforcement | 10.00 | StaffHoursSpentOnEnforcement |
Art Public Exhibition Amts ArtPublicExhibitionAmts
| Field | Value | IRS element (for citing) |
|---|---|---|
| Revenues Included | 7180612 | RevenuesIncluded |
| Assets In Part X | 12986492 | AssetsInPartX |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Held Works Of Art Amts | HeldWorksOfArtAmts | |
| Collect Used For Public Exhibition | X | CollectUsedForPublicExhibition |
| Collect Used For Scholar Research | X | CollectUsedForScholarResearch |
| Collect Used For Preservation | X | CollectUsedForPreservation |
| Collect Used For Loan Or Exch Prgrms | X | CollectUsedForLoanOrExchPrgrms |
| Solicited Assets For Sale | false | SolicitedAssetsForSale |
| Agent Trustee Etc | false | AgentTrusteeEtc |
| Included On FS | true | IncludedOnFS |
Current Year CurrentYear
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 278873125 | BeginningOfYearBalance |
| Contributions | 11868039 | Contributions |
| Investment Earnings Or Losses | 35226804 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 2836049 | GrantsOrScholarships |
| Other Expenditures | 6716120 | OtherExpenditures |
| Administrative Expenses | 1110997 | AdministrativeExpenses |
| End Of Year Balance | 315304802 | EndOfYearBalance |
Current Year Minus1 Year CurrentYearMinus1Year
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 372525616 | BeginningOfYearBalance |
| Contributions | 17395761 | Contributions |
| Investment Earnings Or Losses | -99061253 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 3516709 | GrantsOrScholarships |
| Other Expenditures | 7162632 | OtherExpenditures |
| Administrative Expenses | 1307658 | AdministrativeExpenses |
| End Of Year Balance | 278873125 | EndOfYearBalance |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated EOY Balance | 0.45200 | BoardDesignatedEOYBalance |
| Permanent Endowment EOY Balance | 0.54200 | PermanentEndowmentEOYBalance |
| Term Endowment EOY Balance | 0.00600 | TermEndowmentEOYBalance |
| Endowments Held By Unrelated Orgs | false | EndowmentsHeldByUnrelatedOrgs |
| Endowments Held By Related Orgs | false | EndowmentsHeldByRelatedOrgs |
Land Land
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | 28254443 | InvestmentCostOrOtherBasis |
| Other Cost Or Other Basis | 131658460 | OtherCostOrOtherBasis |
| Book Value | 159912903 | BookValue |
Buildings Buildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | 20493080 | InvestmentCostOrOtherBasis |
| Other Cost Or Other Basis | 713868976 | OtherCostOrOtherBasis |
| Depreciation | 306278453 | Depreciation |
| Book Value | 428083603 | BookValue |
Leasehold Improvements LeaseholdImprovements
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | 182362 | InvestmentCostOrOtherBasis |
| Other Cost Or Other Basis | 33021231 | OtherCostOrOtherBasis |
| Depreciation | 18061248 | Depreciation |
| Book Value | 15142345 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | 0 | InvestmentCostOrOtherBasis |
| Other Cost Or Other Basis | 77294870 | OtherCostOrOtherBasis |
| Depreciation | 35017520 | Depreciation |
| Book Value | 42277350 | BookValue |
Other Land Buildings OtherLandBuildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | 0 | InvestmentCostOrOtherBasis |
| Other Cost Or Other Basis | 62793393 | OtherCostOrOtherBasis |
| Depreciation | 16354157 | Depreciation |
| Book Value | 46439236 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 691855437 | TotalOfBookValueLandBuildings |
| Financial Derivatives | FinancialDerivatives | |
| Closely Held Equity Interests | CloselyHeldEquityInterests |
Other Securities OtherSecurities (4 entries)
| DescriptionDescription | Book ValueBookValue | Method Of ValuationMethodOfValuation |
|---|---|---|
| Marketable Equity Investments | 234501 | F |
| Private Equity Investments | 39158721 | F |
| Fixed Income Investments | 56358828 | F |
| Real Estate | 23865543 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Securities | 119617593 | TotalOfBookValueSecurities |
| Federal Income Tax Liability | 0 | FederalIncomeTaxLiability |
Other Liabilities OtherLiabilities (3 entries)
| DescriptionDescription | AmountAmount |
|---|---|
| CONDITIONAL ASSET RETIREMENT OBLIG | $3,621,891 |
| Refundable Student Loans | $17,761,859 |
| Pension and Other Post Retirement | $48,531,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 69914750 | TotalOfAmounts |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV (4 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| Conservation Easement | Schedule D, Part II, Question 9 | Loyola University Chicago has two properties listed on the National Register of Historic Places: The Mundelein College Skyscraper and the 14-16 East Pearson building. Further, the University has three properties that are designated as Chicago Landmarks: The Madonna Della Strada Chapel, Lewis Towers and the Mundelein College Skyscraper. There is no specific written policy regarding the periodic monitoring, inspection, violations, and enforcement of the conservation easements held by the University. However, the Office of the General Counsel and the University's Capital Planning Group are aware of the regulations attached to these buildings, as dictated by the National Register of Historic Places and the Commission on Chicago Landmarks. As such, before any changes, modifications or renovations are made to these structures, the appropriate rules and regulations are reviewed and followed. It is estimated that staff members spend approximately ten hours annually on these activities. Additionally, the conservation easements related to the aforementioned buildings are not reported in either the balance sheet or the revenue and expense statement of the University, as there is no book value to the easements. They are solely measures in place to protect the historical integrity of the buildings. |
| Description and purpose of organization's art collections | Schedule D, Part III, Question 4 | The Loyola University Museum of Art (LUMA) Collection was developed for new acquisitions of art that address the LUMA mission as a complement to the D'Arcy Collection and includes art and artifacts from antiquities to the present. Recent acquisitions have included Neolithic sculpture, contemporary prints, drawings, photographs and textiles. LUMA is dedicated to the exploration, promotion and understanding of art and artistic expression that attempts to illuminate the enduring spiritual questions and concerns of all cultures and societies. The Museum interprets and displays the University's Medieval and Renaissance collection, known as the Martin D'Arcy, S.J. Collection, other Museum permanent collections and rotating exhibitions. As a museum with an interest in education and educational programming, the Loyola University Museum of Art reflects the University's Jesuit Mission and is dedicated to helping men and women of all creeds explore the roots of their own faith and spiritual quest. |
| Balance Sheet Escrow Liabilities explanation | Schedule D, Part IV, Question 2b | Loyola holds assets for various student organizations, study abroad programs, and third-party scholarship awarders in agency accounts, which are pass-through liability accounts where assets are held for the benefit of the third-party. Loyola does not control how these funds are spent and has these accounts set up for the convenience of outside organizations to use Loyola's services. |
| intended uses of endowment funds | Schedule D, Part V | THE ENDOWMENT FUNDS HAVE BEEN ESTABLISHED TO PROVIDE A STABLE SOURCE OF FUNDING FOR UNIVERSITY ACADEMIC PROGRAMS, FINANCIAL AID, AND FACULTY SUPPORT ON A LONG-TERM TIME HORIZON. |
Schedule E IRS990ScheduleE
| Field | Value | IRS element (for citing) |
|---|---|---|
| Nondiscriminatory Policy Stmt | true | NondiscriminatoryPolicyStmt |
| Policy Statement In Brochures Etc | true | PolicyStatementInBrochuresEtc |
| Policy Publ Via Broadcast Media | true | PolicyPublViaBroadcastMedia |
| Pub Via Broadcast Media Expln | On 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 Records | true | MaintRacialCompositionRecords |
| Maint Scholarships Records | true | MaintScholarshipsRecords |
| Maint Copies Of Brochures Etc | true | MaintCopiesOfBrochuresEtc |
| Maint Copies Of All Solicitations | true | MaintCopiesOfAllSolicitations |
| Discriminate Race Students Rights | false | DiscriminateRaceStudentsRights |
| Discriminate Race Admiss Policies | false | DiscriminateRaceAdmissPolicies |
| Discriminate Race Emplmn Faculty | false | DiscriminateRaceEmplmnFaculty |
| Discriminate Race Scholarships | false | DiscriminateRaceScholarships |
| Discriminate Race Educ Policies | false | DiscriminateRaceEducPolicies |
| Discriminate Race Use Of Fclts | false | DiscriminateRaceUseOfFclts |
| Discriminate Race Athletic Prog | false | DiscriminateRaceAthleticProg |
| Discriminate Race Other Acty | false | DiscriminateRaceOtherActy |
| Government Financial Aid Received | true | GovernmentFinancialAidReceived |
| Government Financial Aid Revoked | false | GovernmentFinancialAidRevoked |
| Govt Financial Aid Explanation | A 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 Proc7550 | true | ComplianceWithRevProc7550 |
Schedule F IRS990ScheduleF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | true | GrantRecordsMaintained |
Accts Actvs Out US Table AcctsActvsOutUSTable (17 entries)
| RegionRegion | Type Of Activities ConductedTypeOfActivitiesConducted | Total ExpendituresTotalExpenditures | Specific Services ProvidedSpecificServicesProvided | Number Of OfficesNumberOfOffices | Number Of EmployeesNumberOfEmployees |
|---|---|---|---|---|---|
| Sub-Saharan Africa | Grantmaking | 141506 | |||
| Europe /Iceland/Greeland | Grantmaking | 176459 | |||
| North America | Grantmaking | 8078 | |||
| Central America and the Caribbean | Grantmaking | 9236 | |||
| Central America and the Caribbean | Program Services | 298562 | Raise NGO performance | ||
| Europe/Iceland/Greenland | Program Services | 10199 | Field Research | ||
| North America | Program Services | 6291 | Fieldwork Grant | ||
| Russia and the Newly Independent States | Program Services | 133300 | Field Research | ||
| South America | Program Services | 6962 | Chile Entrepreneurship | ||
| Sub-Saharan Africa | Program Services | 14620 | Field Research | ||
| Europe /Iceland/Greenland | Program Services | 5600746 | Study Abroad Campus | 1 | 52 |
| Middle East and North Africa | Program Services | 11194 | Study Abroad Programs | 3 | |
| South America | Program Services | 1051 | Study Abroad Programs | 2 | |
| East Asia and the Pacific | Program Services | 319370 | Study Abroad Programs | 1 | 4 |
| Central America and the Caribbean | Program Services | 151515 | Malpractice Insurance | ||
| Europe/Iceland/Greenland | Program Services | 117582 | Board Meeting in Rome | ||
| Central America and the Caribbean | Unrelated Trade or Business | Foreign Investment K-1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Number Of Offices | 2 | TotalNumberOfOffices |
| Total Number Of Employees | 61 | TotalNumberOfEmployees |
| Total Amount Spent | 7006671 | TotalAmountSpent |
Grants To Orgs Outside US GrantsToOrgsOutsideUS (9 entries)
| RegionRegion | Purpose Of GrantPurposeOfGrant | Amount Of Cash GrantAmountOfCashGrant | Manner Of Cash DisbursementMannerOfCashDisbursement | Amount Of Non Cash AssistanceAmountOfNonCashAssistance |
|---|---|---|---|---|
| Sub-Saharan Africa | Obesity and Diabetes | 21600 | GRANTMAKING | 0 |
| Europe/Iceland/Greenland | Immunopathogenesis of Psoriasis | 121307 | GRANTMAKING | 0 |
| Sub-Saharan Africa | METS: Energy Obesity and Diabetes | 48050 | GRANTMAKING | 0 |
| North America | Genetics of Hypertension in Blacks | 8078 | GRANTMAKING | 0 |
| Cent. America/Caribbean | METS: Energy Obesity and Diabetes | 9236 | GRANTMAKING | 0 |
| Europe/Iceland/Greenland | METS: Energy Obesity and Diabetes | 30886 | GRANTMAKING | 0 |
| Europe/Iceland/Greenland | MOTS: Modeling Obesity through Simulation | 24267 | GRANTMAKING | 0 |
| Sub-Saharan Africa | METS: Energy Obesity and Diabetes | 43200 | GRANTMAKING | 0 |
| Sub-Saharan Africa | Genetics of Hypertension in Blacks | 28656 | GRANTMAKING | 0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Number Of501c3 Orgs | 9 | TotalNumberOf501c3Orgs |
| Total Number Of Other Orgs | 0 | TotalNumberOfOtherOrgs |
Form990 Schedule F Part IV Form990ScheduleFPartIV (2 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| Organization's Procedures for Monitoring Use of Grant Funds Outside the US | Schedule F, Part I, Line 2 | Any organizations and entities receiving grants from LUC are required to submit annual progress reports on the use of these funds. These progress reports are monitored and reviewed by the principal investigators to ensure funds are being used appropriately. |
| Description of how expenditures are reported | Schedule F, Part I, Line 3, Column (f) | We maintain a separate sub-ledger related to our Rome Center study abroad campus, which includes the expenses related to that program. For other study abroad programs which are conducted through other educational institutions, we maintain separate accounting units within our general ledger in order to track these expenses. |
Schedule G IRS990ScheduleG
| Field | Value | IRS element (for citing) |
|---|---|---|
| Mail Solicitations | X | MailSolicitations |
| Email Solicitations | X | EmailSolicitations |
| Phone Solicitations | X | PhoneSolicitations |
| In Person Solicitations | X | InPersonSolicitations |
| Solicitation Of Non Govt Grants | X | SolicitationOfNonGovtGrants |
| Solicitation Of Govt Grants | X | SolicitationOfGovtGrants |
| Special Fundraising Events | X | SpecialFundraisingEvents |
| Agreement Ref Fundraising | true | AgreementRefFundraising |
Fundraiser Activity Information FundraiserActivityInformation (2 entries)
| Name Of IndividualNameOfIndividual | ActivityActivity | Fundraiser Control Of FundsFundraiserControlOfFunds | Gross ReceiptsGrossReceipts | Amount Retained By ContractorAmountRetainedByContractor |
|---|---|---|---|---|
| Campbell Company | Training | false | 0 | 18530 |
| Ter Molen Watkins Brandt | Consulting | false | 0 | 37160 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Gross Receipts | 0 | TotalGrossReceipts |
| Total Retained By Contractors | 55690 | TotalRetainedByContractors |
| Licensed States | AL | LicensedStates |
| Licensed States | AK | LicensedStates |
| Licensed States | AZ | LicensedStates |
| Licensed States | AR | LicensedStates |
| Licensed States | CA | LicensedStates |
| Licensed States | CT | LicensedStates |
| Licensed States | DE | LicensedStates |
| Licensed States | DC | LicensedStates |
| Licensed States | FL | LicensedStates |
| Licensed States | GA | LicensedStates |
| Licensed States | HI | LicensedStates |
| Licensed States | ID | LicensedStates |
| Licensed States | IL | LicensedStates |
| Licensed States | IN | LicensedStates |
| Licensed States | IA | LicensedStates |
| Licensed States | KS | LicensedStates |
| Licensed States | KY | LicensedStates |
| Licensed States | LA | LicensedStates |
| Licensed States | ME | LicensedStates |
| Licensed States | MD | LicensedStates |
| Licensed States | MA | LicensedStates |
| Licensed States | MI | LicensedStates |
| Licensed States | MN | LicensedStates |
| Licensed States | MS | LicensedStates |
| Licensed States | MO | LicensedStates |
| Licensed States | MT | LicensedStates |
| Licensed States | NE | LicensedStates |
| Licensed States | NV | LicensedStates |
| Licensed States | NH | LicensedStates |
| Licensed States | NJ | LicensedStates |
| Licensed States | NM | LicensedStates |
| Licensed States | NY | LicensedStates |
| Licensed States | NC | LicensedStates |
| Licensed States | ND | LicensedStates |
| Licensed States | OH | LicensedStates |
| Licensed States | OK | LicensedStates |
| Licensed States | OR | LicensedStates |
| Licensed States | PA | LicensedStates |
| Licensed States | RI | LicensedStates |
| Licensed States | SC | LicensedStates |
| Licensed States | SD | LicensedStates |
| Licensed States | TN | LicensedStates |
| Licensed States | TX | LicensedStates |
| Licensed States | UT | LicensedStates |
| Licensed States | VT | LicensedStates |
| Licensed States | VA | LicensedStates |
| Licensed States | WA | LicensedStates |
| Licensed States | WV | LicensedStates |
| Licensed States | WI | LicensedStates |
| Licensed States | WY | LicensedStates |
Events Information EventsInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Event1 | Stritch Dinner | NameOfEvent1 |
| Gross Receipts Event1 | 849750 | GrossReceiptsEvent1 |
| Charitable Contributions Event1 | 693750 | CharitableContributionsEvent1 |
| Gross Revenue Event1 | 156000 | GrossRevenueEvent1 |
| Rent Facility Costs Event1 | 8253 | RentFacilityCostsEvent1 |
| Food And Beverage Event1 | 241129 | FoodAndBeverageEvent1 |
| Entertainment Event1 | 51402 | EntertainmentEvent1 |
| Other Direct Expenses Event1 | 39641 | OtherDirectExpensesEvent1 |
| Name Of Event2 | Founders Dinner | NameOfEvent2 |
| Gross Receipts Event2 | 381285 | GrossReceiptsEvent2 |
| Charitable Contributions Event2 | 261735 | CharitableContributionsEvent2 |
| Gross Revenue Event2 | 119550 | GrossRevenueEvent2 |
| Rent Facility Costs Event2 | 106678 | RentFacilityCostsEvent2 |
| Food And Beverage Event2 | 85738 | FoodAndBeverageEvent2 |
| Entertainment Event2 | 59123 | EntertainmentEvent2 |
| Other Direct Expenses Event2 | 52074 | OtherDirectExpensesEvent2 |
| Total Number Of Other Events | 0 | TotalNumberOfOtherEvents |
| Gross Receipts Total | 1231035 | GrossReceiptsTotal |
| Charitable Contributions Total | 955485 | CharitableContributionsTotal |
| Gross Revenue Total Events | 275550 | GrossRevenueTotalEvents |
| Rent Facility Costs Total Events | 114931 | RentFacilityCostsTotalEvents |
| Food And Beverage Total Events | 326867 | FoodAndBeverageTotalEvents |
| Entertainment Total Events | 110525 | EntertainmentTotalEvents |
| Other Direct Expenses Total Events | 91715 | OtherDirectExpensesTotalEvents |
| Direct Expense Summary Events | 644038 | DirectExpenseSummaryEvents |
| Net Income Summary | -368488 | NetIncomeSummary |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Records Maintained | true | RecordsMaintained |
Recipient Table RecipientTable (70 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EIN Of RecipientEINOfRecipient | IRC SectionIRCSection | Amount Of Cash GrantAmountOfCashGrant | Purpose Of GrantPurposeOfGrant |
|---|---|---|---|---|---|---|---|
| Albany Park Community Center | |||||||
| 3403 West Lawrence Avenue | Chicago | IL | 60625 | 362841886 | 501(c)(3) | 22500 | Development of |
| Archdiocese of Chicago | |||||||
| 835 North Rush Street | Chicago | IL | 60611 | 362170826 | 501(c)(3) | 10000 | sustain a Pastoral |
| Blessed Sacrament Parish | |||||||
| 3615 South Hoyne Avenue | Chicago | IL | 60609 | 611568910 | 501(c)(3) | 10000 | sustain a Pastoral |
| CARES | |||||||
| 5000 S Fifth Ave Bldg 1 | Hines | IL | 60141 | 363334177 | 501(c)(3) | 28002 | Cancer Research |
| Case Western Reserve University | |||||||
| 10900 Euclid Avenue | Cleveland | OH | 44106 | 341018992 | 501(c)(3) | 16523 | Develop statistical methods |
| Center for New Horizons | |||||||
| 4150 South King Drive | Chicago | IL | 60653 | 362729721 | 501(c)(3) | 22500 | Development of |
| Chicago Alliance to End Homelessness | |||||||
| 205 W Wacker Ste 1321 | Chicago | IL | 60606 | 364272272 | 501(c)(3) | 11353 | Evaluate homeless- |
| Chicago Commons | |||||||
| 700 N Sacramento 141 | Chicago | IL | 60612 | 362169136 | 501(c)(3) | 22500 | Development of |
| Chicago Public Schools | |||||||
| 125 South Clark Street | Chicago | IL | 60603 | 366005821 | 19243 | Recruit program | |
| Children's Memorial Hospital | |||||||
| 2300 Childrens Plaza | Chicago | IL | 60614 | 362170833 | 501(c)(3) | 33413 | Kawasaki disease |
| Chinese American Service League | |||||||
| 2141 South Tan Court | Chicago | IL | 60616 | 362984043 | 501(c)(3) | 22500 | Development of |
| Cleveland Clinic Foundation | |||||||
| 9500 Euclid Avenue | Cleveland | OH | 44195 | 340714585 | 501(c)(3) | 26112 | Study female |
| Community Consolidated School District 62 | |||||||
| 777 East Algonquin Rd | Des Plaines | IL | 60016 | 362921145 | 501(c)(3) | 57754 | Recruitment Program for new teachers |
| Drexel University | |||||||
| 3201 Arch St 100 | Philadelphia | PA | 19104 | 231352630 | 501(c)(3) | 7699 | Obesity research |
| Erie Neighborhood House | |||||||
| 1701 West Superior Street | Chicago | IL | 60622 | 363043253 | 501(c)(3) | 22500 | Development of |
| EvanstonSkokie District 65 | |||||||
| 1500 McDaniel Avenue | Evanston | IL | 60201 | 364003165 | 501(c)(3) | 7921 | recruitment program |
| George Washington University | |||||||
| 2121 I St NW Ste 601 | Washington | DC | 20052 | 530196584 | 501(c)(3) | 39362 | Kawasaki disease |
| Good Shepherd Parish | |||||||
| 2735 South Kolin Avenue | Chicago | IL | 60623 | 362171689 | 501(c)(3) | 8000 | sustain a pastoral |
| Holy Family Parish | |||||||
| 2515 West Palatine Road | Iverness | IL | 60067 | 363390762 | 501(c)(3) | 10000 | sustain a pastoral |
| Howard Area Community Center | |||||||
| 7648 North Paulina Avenue | Chicago | IL | 60626 | 363008606 | 501(c)(3) | 22500 | Development of |
| Illinois Institute of Technology | |||||||
| 3300 S Federal St 301 | Chicago | IL | 60616 | 362170136 | 501(c)(3) | 80834 | Cardiovascular research |
| Indiana University | |||||||
| 620 Union Dr 518 | Indianapolis | IN | 46202 | 356001673 | 501(c)(3) | 120154 | Neuroscience |
| Infant Jesus of Prague | |||||||
| 1131 Douglas Avenue | Flossmoor | IL | 60422 | 362388795 | 501(c)(3) | 10000 | sustain a pastoral |
| Jane Addams Hull House Association | |||||||
| 1030 W Van Buren Street | Chicago | IL | 60607 | 362170135 | 501(c)(3) | 22500 | Development of |
| Lutheran Social Services | |||||||
| 1001 E Touhy Ave | Des Plaines | IL | 60018 | 362584799 | 501(c)(3) | 22500 | Development of |
| Most Blessed Trinity Parish | |||||||
| 450 Keller Avenue | Waukegan | IL | 60085 | 800432313 | 501(c)(3) | 10000 | sustain a pastoral |
| Northeastern Illinois University | |||||||
| 5500 N St Louis Ave | Chicago | IL | 60625 | 363196229 | 501(c)(3) | 19415 | researching |
| Ohio State University Research Foundation | |||||||
| 1960 Kenny Road | Columbus | OH | 43210 | 316401599 | 501(c)(3) | 51548 | Immune regulation |
| Rush University Medical Center | |||||||
| 1725 West Harrison | Chicago | IL | 60612 | 363499982 | 501(c)(3) | 47627 | Lab virus |
| Saint Agnes of Bohemia Parish | |||||||
| 2651 Central Park Avenue | Chicago | IL | 60623 | 362170708 | 501(c)(3) | 8430 | sustain a pastoral |
| Saint Barbara Parish | |||||||
| 2859 South Throop Street | Chicago | IL | 60608 | 362170943 | 501(c)(3) | 10000 | sustain a Pastoral |
| Saint Catherine Laboure Parish | |||||||
| 3525 Thornwood Avenue | Glenview | IL | 60026 | 362478258 | 501(c)(3) | 10000 | sustain a Pastoral |
| Saint Ferdinand Parish | |||||||
| 5900 West Barry Avenue | Chicago | IL | 60634 | 362170995 | 501(c)(3) | 10000 | sustain a Pastoral |
| Saint Viator Parish | |||||||
| 4170 West Addison Street | Chicago | IL | 60641 | 362171148 | 501(c)(3) | 10000 | sustain a Pastoral |
| Social Solutions | |||||||
| 2400 Boston St Ste 360 | Baltimore | MD | 21224 | 522277149 | 501(c)(3) | 10590 | Software upgrades |
| St Irenaeus Parish | |||||||
| 78 Cherry Street | Park Forrest | IL | 60466 | 366008212 | 501(c)(3) | 10000 | sustain a Pastoral |
| Tulane University | |||||||
| 1430 Tulane Ave | New Orleans | LA | 70112 | 720423889 | 501(c)(3) | 60579 | education & training |
| University of California | |||||||
| 1850 Research Park | Sacramento | CA | 95817 | 946036493 | 501(c)(3) | 382626 | Leukemia research |
| University of Chicago | |||||||
| 5801 South Ellis Avenue | Chicago | IL | 60637 | 362177139 | 501(c)(3) | 362212 | Cancer research |
| University of Illinois at Chicago | |||||||
| 1737 W Polk Street | Chicago | IL | 60612 | 376000511 | 501(c)(3) | 117786 | Teacher training & |
| University of Kansas | |||||||
| 2385 Irving Hill Road | Lawrence | KS | 66045 | 480680117 | 501(c)(3) | 14016 | Serotonin reuptake |
| University of Missouri | |||||||
| 1 University Blvd | St Louis | MO | 63121 | 436003859 | 501(c)(3) | 62134 | Drug offenders |
| University of New Mexico | |||||||
| MSC 05 3180 | Albuquerque | NM | 87131 | 856000642 | 501(c)(3) | 16659 | Motivational interviewing |
| University of North Carolina at Chapel Hill | |||||||
| 104 Airport Drive | Chapel Hill | NC | 27599 | 566001393 | 501(c)(3) | 10399 | Cost-effectiveness |
| University of Washington | |||||||
| 4333 Brooklyn Ave NE | Seattle | WA | 98195 | 916001537 | 501(c)(3) | 12013 | Cancer & stress |
| University of Wisconsin at Madison | |||||||
| 21 N Park St Ste 6401 | Madison | WI | 53715 | 396006492 | 501(c)(3) | 75333 | Mechanical |
| Asian Human Services | |||||||
| 4753 North Broadway 700 | Chicago | IL | 60640 | 363698770 | 501(c)(3) | 22461 | Federal work study |
| A Just Harvest | |||||||
| PO Box 608033 | Chicago | IL | 60626 | 364381962 | 501(c)(3) | 5929 | Federal work study |
| American Quality Schools Corp | |||||||
| 850 West Jackson | Chicago | IL | 60607 | 364298732 | 501(c)(3) | 12065 | Federal work study |
| Arts & Business Council of Chicago | |||||||
| 70 East Lake St 1200 | Chicago | IL | 60601 | 363376861 | 501(c)(3) | 5228 | Federal work study |
| Cambodian Association of Illinois | |||||||
| 2831 West Lawrence Avenue | Chicago | IL | 60625 | 363129057 | 501(c)(3) | 9747 | Federal work study |
| Centro Romero | |||||||
| 6216 North Clark Street | Chicago | IL | 60660 | 363517408 | 501(c)(3) | 16506 | Federal work study |
| Chicago Area Interpreter Referral SVC | |||||||
| 17 North State Street | Chicago | IL | 60602 | 363707630 | 501(c)(3) | 11527 | Federal work study |
| Chicago House and Social Service Agency | |||||||
| 1925 North Clybourn 401 | Chicago | IL | 60614 | 363376432 | 501(c)(3) | 13818 | Federal work study |
| Community Shares of Illinois | |||||||
| 44 East Main 208 | Champaign | IL | 61820 | 363073918 | 501(c)(3) | 24759 | Federal work study |
| Edgewater Chamber of Commerce | |||||||
| 1210 West Rosedale Avenue | Chicago | IL | 60660 | 363311042 | 501(c)(3) | 11422 | Federal work study |
| Edgewater Community Council | |||||||
| 6044 North Broadway | Chicago | IL | 60660 | 362468991 | 501(c)(3) | 7601 | Federal work study |
| Family Matters | |||||||
| 7731 N Marshfield Ave | Chicago | IL | 60626 | 363588490 | 501(c)(3) | 5182 | Federal work study |
| FEMI Memorial Outreach Fund | |||||||
| 5875 N Lincoln Ave LL21 | Chicago | IL | 60659 | 030549622 | 501(c)(3) | 30956 | Federal work study |
| Hamdard Center | |||||||
| 1542 West Devon Avenue | Chicago | IL | 60660 | 363917885 | 501(c)(3) | 16956 | Federal work study |
| Indo American Center | |||||||
| 6328 N California Ave | Chicago | IL | 60659 | 363689665 | 501(c)(3) | 22264 | Federal Work Study |
| Lakeside Community Development Corp | |||||||
| 1652 West Wallen Avenue | Chicago | IL | 60626 | 421670630 | 501(c)(3) | 8299 | Federal Work Study |
| Legal Assistance Fund of Metropolitan Chicago | |||||||
| 111 W Jackson 300 | Chicago | IL | 60604 | 362754650 | 501(c)(3) | 7614 | Federal Work Study |
| Living Water Community Church | |||||||
| 6808 North Ashland Blvd | Chicago | IL | 60626 | 364404672 | 501(c)(3) | 13852 | Federal Work Study |
| McGaw YMCA | |||||||
| 1000 Grove Street | Evanston | IL | 60201 | 362169194 | 501(c)(3) | 45165 | Federal Work Study |
| Office of Catholic Schools | |||||||
| 835 North Rush Street | Chicago | IL | 60611 | 362170826 | 501(c)(3) | 26689 | Federal Work Study |
| Sacred Heart Schools | |||||||
| 6250 North Sheridan | Chicago | IL | 60660 | 362170839 | 501(c)(3) | 31922 | Federal Work Study |
| Southeast Asia Center | |||||||
| 1134 W Ainslie 300 | Chicago | IL | 60640 | 363168093 | 501(c)(3) | 12542 | Federal Work Study |
| Test Positive Aware Network | |||||||
| 5537 North Broadway | Chicago | IL | 60640 | 363591116 | 501(c)(3) | 9092 | Federal Work Study |
| Youth Organizations Umbrella Inc | |||||||
| 1027 Sherman Avenue | Evanston | IL | 60202 | 362734966 | 501(c)(3) | 125434 | Federal Work Study |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Nbr Of501 C3 And Govt Grants | 70 | TotalNbrOf501C3AndGovtGrants |
| Total Nbr Of Other Organizations | 0 | TotalNbrOfOtherOrganizations |
Form990 Schedule I Part III Form990ScheduleIPartIII (2 entries)
| Type Of GrantTypeOfGrant | Number Of RecipientsNumberOfRecipients | Amount Of Cash GrantAmountOfCashGrant |
|---|---|---|
| Scholarships to individuals | 14190 | 113893790 |
| Fellowships | 127 | 692372 |
Form990 Schedule I Part IV Form990ScheduleIPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | Description of Organization's Procedures for Monitoring the Use of Grants | Identifier |
| Return Reference | Schedule I, Part I, question 2 | ReturnReference |
| Explanation | All 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Idemnification Gross Up Payments | X | IdemnificationGrossUpPayments |
| Housing Allowance Or Residence | X | HousingAllowanceOrResidence |
| Written Policy Re T And E Expenses | true | WrittenPolicyReTAndEExpenses |
| Substantiation Required | true | SubstantiationRequired |
| Compensation Committee | X | CompensationCommittee |
| Compensation Survey | X | CompensationSurvey |
| Board Or Committee Approval | X | BoardOrCommitteeApproval |
| 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 | true | CompBasedOnRevenueRelatedOrgs |
| Comp Based Net Earnings Filing Org | false | CompBasedNetEarningsFilingOrg |
| Comp Based Net Earnings Relate Orgs | false | CompBasedNetEarningsRelateOrgs |
| Any Non Fixed Payments | true | AnyNonFixedPayments |
| Initial Contract Exception | false | InitialContractException |
Form990 Schedule J Part II Form990ScheduleJPartII (26 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Pamela G Costas | |||||||||||||
| 174718 | 0 | 0 | 0 | 0 | 0 | 14839 | 0 | 8068 | 0 | 197625 | 0 | 0 | 0 |
| Philip D Hale | |||||||||||||
| 161019 | 0 | 0 | 0 | 0 | 0 | 16284 | 0 | 5713 | 0 | 183016 | 0 | 0 | 0 |
| Jonathan R Heintzelman | |||||||||||||
| 241640 | 0 | 0 | 0 | 0 | 0 | 23732 | 0 | 17167 | 0 | 282539 | 0 | 0 | 0 |
| Emilio Iodice | |||||||||||||
| 197024 | 0 | 14000 | 0 | 109346 | 0 | 15116 | 0 | 1866 | 0 | 337352 | 0 | 0 | 0 |
| Eric C Jones | |||||||||||||
| 150306 | 0 | 0 | 0 | 0 | 0 | 12961 | 0 | 14766 | 0 | 178033 | 0 | 0 | 0 |
| Thomas M Kelly | |||||||||||||
| 183537 | 0 | 0 | 0 | 0 | 0 | 16344 | 0 | 20244 | 0 | 220125 | 0 | 0 | 0 |
| Philip R Kosiba | |||||||||||||
| 198447 | 0 | 0 | 0 | 0 | 0 | 19978 | 0 | 11494 | 0 | 229919 | 0 | 0 | 0 |
| William G Laird | |||||||||||||
| 251447 | 0 | 0 | 0 | 0 | 0 | 23732 | 0 | 17389 | 0 | 292568 | 0 | 0 | 0 |
| Wayne Magdziarz | |||||||||||||
| 213716 | 0 | 50 | 0 | 0 | 0 | 21155 | 0 | 9148 | 0 | 244069 | 0 | 0 | 0 |
| Susan Malisch | |||||||||||||
| 213682 | 0 | 0 | 0 | 0 | 0 | 18282 | 0 | 3283 | 0 | 235247 | 0 | 0 | 0 |
| Ellen Kane Munro | |||||||||||||
| 216614 | 0 | 50 | 0 | 0 | 0 | 21613 | 0 | 16378 | 0 | 254655 | 0 | 0 | 0 |
| John Pelissero PhD | |||||||||||||
| 202798 | 0 | 0 | 0 | 0 | 0 | 20370 | 0 | 12188 | 0 | 235356 | 0 | 0 | 0 |
| Lucien T Roy | |||||||||||||
| 74591 | 0 | 0 | 0 | 84000 | 0 | 16241 | 0 | 8676 | 0 | 183508 | 0 | 0 | 0 |
| Kelly Shannon | |||||||||||||
| 160987 | 0 | 50 | 0 | 0 | 0 | 16738 | 0 | 20332 | 0 | 198107 | 0 | 0 | 0 |
| Paul K Whelton MD | |||||||||||||
| 0 | 734247 | 0 | 14673 | 0 | 23345 | 0 | 367303 | 0 | 11796 | 0 | 1151364 | 0 | 14673 |
| Christine Wiseman | |||||||||||||
| 267529 | 0 | 0 | 0 | 0 | 0 | 23732 | 0 | 16936 | 0 | 308197 | 0 | 0 | 0 |
| Francis Fennell Jr | |||||||||||||
| 186106 | 0 | 0 | 0 | 0 | 0 | 15908 | 0 | 13019 | 0 | 215033 | 0 | 0 | 0 |
| Richard L Gamelli MD | |||||||||||||
| 396207 | 192832 | 0 | 508195 | 0 | 5140 | 7506 | 13476 | 8838 | 6369 | 412551 | 726012 | 0 | 0 |
| Abolhassan Jalilvand | |||||||||||||
| 255223 | 0 | 0 | 0 | 0 | 0 | 23732 | 0 | 49157 | 0 | 328112 | 0 | 0 | 0 |
| Mamdouh Bakhos | |||||||||||||
| 0 | 770625 | 0 | 250167 | 0 | 0 | 0 | 20982 | 0 | 19591 | 0 | 1061365 | 0 | 80167 |
| Felipe De Alba | |||||||||||||
| 0 | 434116 | 0 | 232677 | 0 | 580 | 0 | 20982 | 0 | 22195 | 0 | 710550 | 0 | 0 |
| Bahman Emami | |||||||||||||
| 144200 | 374219 | 0 | 126239 | 0 | 7071 | 6350 | 14632 | 6420 | 12901 | 156970 | 535062 | 0 | 50469 |
| Alexander Ghanayem | |||||||||||||
| 0 | 488227 | 0 | 275457 | 0 | 1017 | 0 | 20982 | 0 | 34292 | 0 | 819975 | 0 | 0 |
| Guido Marra | |||||||||||||
| 0 | 495667 | 0 | 344093 | 0 | 732 | 0 | 20982 | 0 | 19968 | 0 | 881442 | 0 | 0 |
| John Frendries | |||||||||||||
| 164115 | 0 | 18550 | 0 | 0 | 0 | 18490 | 0 | 14937 | 0 | 216092 | 0 | 0 | 0 |
| Anthony Barbato | |||||||||||||
| 0 | 242405 | 0 | 0 | 0 | 6200 | 0 | 0 | 0 | 20590 | 0 | 269195 | 0 | 0 |
Form990 Schedule J Part III Form990ScheduleJPartIII (6 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| Tax Indemnification and gross-up payments | Schedule J, Part I, Question 1a | Emilio 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 USE | SCHEDULE J, PART 1, QUESTION 1A | Father Garanzini, S.J., the President of the University, is provided with a residence hall room at the Water Tower campus. This room is for his occasional use when he is at the Water Tower campus for certain events and as a way to connect with the student body. |
| SEVERENCE OR CHANGE OF CONTROL PAYMENT | SCHEDULE J, PART I, QUESTION 4A | Lucien Roy received a severance/retirement payment of $84,000. |
| SUPPLEMENTAL NONQUALIFIED RETIREMENT PLAN | SCHEDULE J, PART I, QUESTION 4B | Paul K. Whelton is a non-vested participant in the Supplemental Executive Retirement Plan (SERP). He received no payments during the year. The SERP is a non-qualified deferred compensation plan administered by Loyola University Medical Center that complies with Section 409A of the Internal Revenue Code. Participation is limited to a certain group of executives. Under the plan, benefits vest after five years of service and are payable upon termination of employment. |
| COMPENSATION CONTINGENT ON REVENUES | SCHEDULE J, PART I, QUESTION 5B | Incentive payments are made to physicians by LUMC, a related organization, for clinical duties based on a percentage of individual revenues. For purposes of disclosure in Section VII of the core form and Schedule J, such payments have been included as bonus/incentive compensation paid by a related organization. |
| NON FIXED PAYMENTS | SCHEDULE J, PART I, QUESTION 7 | Robert 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 EINIssuerEIN | CUSIP NumberCUSIPNumber | Date IssuedDateIssued | Issue PriceIssuePrice | Description Of PurposeDescriptionOfPurpose | DefeasedDefeased | On Behalf Of IssuerOnBehalfOfIssuer |
|---|---|---|---|---|---|---|
| Illinois Educational Facilities Authority | ||||||
| 521297563 | 4520015X4 | 2003-07-16 | 27775752 | Construct/equip residence hall | false | false |
| Illinois Finance Authority | ||||||
| 861091967 | 45200BJB5 | 2004-12-02 | 25212697 | Construct/equip WT campus dorm | false | false |
| Illinois Finance Authority | ||||||
| 861091967 | 45200B2C1 | 2007-04-12 | 28980884 | Refund 1997A bonds issued 7/9/97 | false | false |
| Illinois Finance Authority | ||||||
| 861091967 | 45203TAZ9 | 2008-06-04 | 80000000 | Refund & new const; see Sched O | false | false |
Form990 Schedule K Part II Form990ScheduleKPartII (4 entries)
| Total ProceedsTotalProceeds | Issuance Costs From ProceedsIssuanceCostsFromProceeds | Capital ExpendituresCapitalExpenditures | Year Of Subst CompletionYearOfSubstCompletion | Current RefundingCurrentRefunding | Advance RefundingAdvanceRefunding | Final Allocation MadeFinalAllocationMade | Adequate Books And Recds MaintaindAdequateBooksAndRecdsMaintaind |
|---|---|---|---|---|---|---|---|
| 28214004 | 295807 | 27918198 | 2005 | false | false | true | true |
| 26113987 | 603713 | 25510274 | 2006 | false | false | true | true |
| 28980884 | 330482 | 1991 | true | false | true | true | |
| 80082002 | 45131597 | 2009 | true | false | true | true |
Form990 Schedule K Part III Form990ScheduleKPartIII (3 entries)
| Owning Bond Financed PropertyOwningBondFinancedProperty | Any Lease ArrangementsAnyLeaseArrangements | Mngment Cntrct Bond Financd PrprtyMngmentCntrctBondFinancdPrprty | Any Research AgreementsAnyResearchAgreements | Bond Counsel Routinely EngagedBondCounselRoutinelyEngaged | Prcntge Prvt Business Use By OthersPrcntgePrvtBusinessUseByOthers | Percentage Of Prvt Business Re UBIPercentageOfPrvtBusinessReUBI | Total Private Business UseTotalPrivateBusinessUse | Post Issuance Compliance ProcdrsPostIssuanceComplianceProcdrs |
|---|---|---|---|---|---|---|---|---|
| false | true | true | false | true | 0.00510 | 0.00000 | 0.00510 | true |
| false | true | true | false | true | 0.00000 | 0.00000 | 0.00000 | true |
| false | true | true | false | true | 0.00000 | 0.00000 | 0.00000 | true |
Form990 Schedule K Part IV Form990ScheduleKPartIV (4 entries)
| Form8038 T FiledForm8038TFiled | Variable Rate IssueVariableRateIssue | Hedge Identified In Books And RecdsHedgeIdentifiedInBooksAndRecds | Gross Proceeds Invested In GICGrossProceedsInvestedInGIC | Gross Proceeds InvestedGrossProceedsInvested | Exception To RebateExceptionToRebate | Term Of GICTermOfGIC | Regulatory Safe Harbor SatisfiedRegulatorySafeHarborSatisfied |
|---|---|---|---|---|---|---|---|
| (no name) | |||||||
| false | false | false | false | false | true | ||
| Monumental Life | |||||||
| false | false | false | true | false | true | 1.5 | true |
| (no name) | |||||||
| false | false | false | false | false | true | ||
| (no name) | |||||||
| false | true | false | false | false | true | ||
Schedule L IRS990ScheduleL
Loan Table LoanTable
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | Robert D Kelly - | NamePerson |
| Purpose Of Loan | purchase of house | PurposeOfLoan |
| Loan From Organization | X | LoanFromOrganization |
| Original Principal | $100,000 | OriginalPrincipalAmount |
| Balance Due | 100353 | BalanceDue |
| Default | false | Default |
| Approved By Board | false | ApprovedByBoard |
| Written Agreement | true | WrittenAgreement |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Balance Due | 100353 | TotalBalanceDue |
Form990 Schedule L Part IV Form990ScheduleLPartIV (2 entries)
| RelationshipRelationship | Amount Of TransactionAmountOfTransaction | Description Of TransactionDescriptionOfTransaction | Sharing Of RevenuesSharingOfRevenues |
|---|---|---|---|
| Nancy Hogan | |||
| Family Member of Trustee | 118742 | Employment | false |
| Michael Beazley | |||
| Family Member of Trustee | 16187 | Employment | false |
Schedule M IRS990ScheduleM
Works Of Art WorksOfArt
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 9 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 7180612 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | opinions of experts | MethodOfDeterminingRevenues |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Art Historical Treasures | ArtHistoricalTreasures | |
| Art Fractional Interest | ArtFractionalInterest |
Books And Publications BooksAndPublications
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Noncash Contribs Rptd F990 | 170 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | cost or sale price | MethodOfDeterminingRevenues |
Clothing And Household Goods ClothingAndHouseholdGoods
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Noncash Contribs Rptd F990 | 3900 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | cost or sale price | MethodOfDeterminingRevenues |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cars And Other Vehicles | CarsAndOtherVehicles | |
| Boats And Planes | BoatsAndPlanes | |
| Intellectual Property | IntellectualProperty |
Securities Publicly Traded SecuritiesPubliclyTraded
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 86 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 9482594 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | cost or sale price | MethodOfDeterminingRevenues |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities Closely Held Stock | SecuritiesCloselyHeldStock | |
| Securities Prtnrshp Trust Intrsts | SecuritiesPrtnrshpTrustIntrsts | |
| Securities Miscellaneous | SecuritiesMiscellaneous | |
| Qualified Contrib Hist Struct | QualifiedContribHistStruct | |
| Qualified Contrib Other | QualifiedContribOther | |
| Real Estate Residential | RealEstateResidential |
Real Estate Commercial RealEstateCommercial
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 1 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 20700000 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | opinions of experts | MethodOfDeterminingRevenues |
Real Estate Other RealEstateOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 1 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 13300000 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | opinions of experts | MethodOfDeterminingRevenues |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Collectibles | Collectibles |
Food Inventory FoodInventory
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 4 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 9898 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | cost or sale price | MethodOfDeterminingRevenues |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Drugs And Medical Supplies | DrugsAndMedicalSupplies | |
| Taxidermy | Taxidermy | |
| Historical Artifacts | HistoricalArtifacts | |
| Scientific Specimens | ScientificSpecimens | |
| Archaeological Artifacts | ArchaeologicalArtifacts |
Other Non Cash Contributions Table OtherNonCashContributionsTable (2 entries)
| Non Cash CheckboxNonCashCheckbox | DescriptionDescription | Number Of ContributionsNumberOfContributions | Noncash Contribs Rptd F990NoncashContribsRptdF990 | Method Of Determining RevenuesMethodOfDeterminingRevenues |
|---|---|---|---|---|
| X | Other - Miscellaneous | 345 | 213123 | cost or sale price |
| X | Other - Archival Records | 1 | 9645 | opinions of experts |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | false | AnyPropertyThatMustBeHeld |
| Review Process Unusual NC Gifts | true | ReviewProcessUnusualNCGifts |
| Third Parties Used | true | ThirdPartiesUsed |
Form990 Schedule M Part II Form990ScheduleMPartII (2 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| Cuneo Gift | Schedule M, Lines 16 & 17 | On 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 contributions | Schedule M, Line 32b | The University maintains brokerage relationships to facilitate the processing and selling of securities received from donors. |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (11 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| Number of employees reported on Form W-3 | Form 990, Part V, Question 2a | The 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 Members | Form 990, Part VI, Question 1B | Frank 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 990 | Form 990, Part VI, Question 11a | The Form 990 was distributed via the Board of Trustees' secure website to all voting members of the Board of Trustees prior to its filing. The management review process is as follows. A comprehensive report of the Form 990 and all associated workpapers is prepared by the Accounting Department of the University. This is reviewed in detail by the 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 Interest | Form 990, Part VI, Question 12c | Each year, the Conflict of Interest Policy is updated as necessary and distributed to all current officers, directors, trustees, and key employees, along with a Conflict of Interest Disclosure Statement. Every effort is made to obtain completed and signed Disclosure Statements from all those to whom it was distributed. |
| Offices & Positions for Which Process was Used, & Year Process was Begun | Form 990, Part VI, Question 15a | Executive 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 Documents | Form 990, Part VI, Question 19 | The Conflict of Interest policy and Financial Statements are made available to the public via the University's website. Governing documents are available upon request. |
| Officers, Directors, Trustees, Key Employees & Highest Paid Employees | Form 990, Part VII, Section A, Line 1A | Father Michael J. Garanzini, S.J. is a member of the Society of Jesus and has taken a vow of poverty. During Calendar year 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 consulting | Form 990, Schedule G, Part I, Line 2B | During 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 Purpose | Form 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 Contracts | Form 990, Schedule K, Part III, Line 3c, Columns A, B & D | Management 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 exception | Form 990, Schedule K, Part IV, Line 6, Column C | Because 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/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 Health System | |||||||||
| 2160 South 1st Avenue | Maywood | IL | 60153 | 363342448 | Healthcare | IL | 501c3 | 11A Type II | LUC |
| Loyola University Medical Center | |||||||||
| 2160 South 1st Avenue | Maywood | IL | 60153 | 364015560 | healthcare | IL | 501c3 | 3 | LUHS |
| Loyola University Physician Foundation | |||||||||
| 2 Westbrook Corporate Center Suite | Westchester | IL | 60154 | 363999801 | Healthcare | IL | 501c3 | 9 | NA |
| Loyola Management Company | |||||||||
| 820 N Michigan Avenue | Chicago | IL | 60611 | 363858492 | Title Hldng | IL | 501c2 | N/A | LUC |
| Mundelein College | |||||||||
| 820 N Michigan Avenue | Chicago | IL | 60611 | 362179799 | Education | IL | 501c3 | 2 | LUC |
| Gottlieb Health Resources Inc | |||||||||
| 701 W North Avenue | Melrose Park | IL | 60160 | 363225661 | healthcare | IL | 501c3 | 11B Type II | LUHS |
| Gottlieb Memorial Hospital | |||||||||
| 701 W North Avenue | Melrose Park | IL | 60160 | 362379649 | healthcare | IL | 501c3 | 3 | LUHS |
| Gottlieb Community Health Services Corp | |||||||||
| 701 W North Avenue | Melrose Park | IL | 60160 | 363332852 | Health Svcs | IL | 501c3 | 9 | GMH |
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 | Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EINEIN | Legal Domicile StateLegalDomicileState |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Loyola Univ of Chicago Insur Co Ltd | ||||||||||||||
| PO Box 1159 | Grand Cayman | Cayman Islands | CJ | KY1-1102 | INSURANCE | CJ | NA | C Corp | ||||||
| Gottlieb Management Services Inc | ||||||||||||||
| Management SVCS | NA | C Corp | 2160 South 1st Avenue | MAYWOOD | IL | 60153 | 363330529 | IL | ||||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Ann Rents Royalties | true | ReceiptOfIntAnnRentsRoyalties |
| Gift Grant Or Cap Contr To Other Org | false | GiftGrantOrCapContrToOtherOrg |
| Gift Grant Or Cap Contr Fr Other Org | true | GiftGrantOrCapContrFrOtherOrg |
| Loans Or Guarantees To Other Org | true | 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 | true | RentalOfFacilitiesFrOtherOrgs |
| Perform Of Services For Other Orgs | false | PerformOfServicesForOtherOrgs |
| Perform Of Services By Other Orgs | false | PerformOfServicesByOtherOrgs |
| Sharing Of Facilities | true | SharingOfFacilities |
| Sharing Of Paid Employees | true | SharingOfPaidEmployees |
| Reimbursement Paid To Other Org | true | ReimbursementPaidToOtherOrg |
| Reimbursement Paid By Other Org | true | ReimbursementPaidByOtherOrg |
| Other Transfer To Other Org | true | OtherTransferToOtherOrg |
| Other Transfer From Other Org | false | OtherTransferFromOtherOrg |
Transactions Related Orgs Table TransactionsRelatedOrgsTable (10 entries)
| Transaction TypeTransactionType | Amount InvolvedAmountInvolved |
|---|---|
| Loyola Management Company | |
| J | 2762000 |
| Loyola Management Company | |
| A | 1599092 |
| Loyola Management Company | |
| D | 21100000 |
| Loyola University of Chicago Insurance Co LtD | |
| Q | 151515 |
| Loyola University Physician Foundation | |
| C | 187500 |
| Loyola University Medical Center | |
| C | 23910393 |
| Loyola University Medical Center | |
| M | 6902000 |
| Loyola University Medical Center | |
| N | 2263907 |
| Loyola University Medical Center | |
| O | 8291147 |
| Loyola University Medical Center | |
| P | 7278800 |