2011-05-11T11:12:53-04:00 2010-06-30 ERNST & YOUNG US LLP 155 NORTH WACKER DRIVE CHICAGO IL 60606 990 2009-07-01 361408475 Loyola University of Chicago LOYO 3129158706 820 N Michigan Avenue Chicago IL 606112147 William Laird 2011-05-11 3128792000 2009 2016-02-24 21:20:13Z Michael J Garanzini SJ President 820 N Michigan Ave Chicago IL 60611 802989914 false X www.luc.edu X 1909 IL We are the nation's largest Jesuit, Catholic University with 16,000 undergraduate, graduate, and doctoral students. We work to expand Knowledge through learning, justice, and faith. 45 43 6862 450 150797 -275797 119469072 158919450 443793088 464175929 -51996410 20749280 3903769 5289901 515169519 649134560 125991906 117523415 0 0 253762324 239406595 153881 73633 10076037 157849980 154793279 537758091 511796922 -22588572 137337638 1056793384 1218137699 442345034 455523755 614448350 762613944 Loyola University Chicago is the nation's largest Jesuit, Catholic UNIVERSITY WITH AN ENROLLMENT OF APPROXIMATELY 16,000 UNDERGRADUATE, GRADUATE, AND DOCTORAL STUDENTS. WE ARE A DIVERSE COMMUNITY SEEKING GOD IN ALL THINGS AND WORKING TO EXPAND KNOWLEDGE IN THE SERVICE OF HUMANITY THROUGH LEARNING, JUSTICE, AND FAITH. false false 372221406 113796715 420600579 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. 43353000 2942770 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. 42917000 783930 46519852 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. 458491406 true true false true false true true true true true false true true true true true false true true false false true true true true false false false false false true false false true false true true false false false true true true false true 17372 0 true 6862 true true true true UK IT CJ false false false true true false false false 45 43 false false false false false false false true true false false true true true true true true true true true true X Eugene Grotbeck Controller 3129158706 820 N Michigan Avenue Chicago IL 60611 Joseph J Ahern 1.0 X 0 0 0 Patrick Arbor 1.0 X 0 0 0 Bernard J Beazley 1.0 X 0 0 0 James P Bouchard 1.0 X 0 0 0 William A Brandt Jr 1.0 X 0 0 0 Michael J Carbon MD 1.0 X 0 0 0 Anthony Chirchirillo 1.0 X 0 0 0 Rosemary Croghan 1.0 X 0 0 0 John F Cuneo Jr 1.0 X 0 0 0 Ronald E Daly 1.0 X 9500 0 0 Mary Judith Duchossois 1.0 X 0 0 0 Paul J Fitzgerald SJ 1.0 X 0 0 0 Daniel L Flaherty SJ 1.0 X 0 0 0 Michael J Garanzini SJ 40.0 X X 0 0 0 Michael J Graham SJ 1.0 X 0 0 0 William J Hank 1.0 X X 0 0 0 John J Hartman 1.0 X 0 0 0 Victor J Heckler 1.0 X 0 0 0 Marvin Herman 1.0 X 0 0 0 Frank Hogan III 1.0 X 0 0 0 Christina M Johnson-Wolff 1.0 X 0 0 0 Patrick J Kelly 1.0 X 0 0 0 Richard J Klarcheck 1.0 X 0 0 0 William C Kunkler III 1.0 X 0 0 0 Michael R Leyden 1.0 X 0 0 0 Patrick C Lynch 1.0 X 0 0 0 Shirley R Madigan 1.0 X 0 0 0 Patrick McGrath SJ 1.0 X 0 0 0 Carlos Montoya 1.0 X 0 0 0 Ruthellyn Musil 1.0 X 0 0 0 Terry E Newman 1.0 X 0 0 0 Allan J Norville 1.0 X 0 0 0 Robert L Parkinson Jr 1.0 X 0 0 0 Joseph A Power Jr 1.0 X 0 0 0 Michael R Quinlan 1.0 X X 0 0 0 John E Rooney 1.0 X 0 0 0 Bradley M Schaeffer SJ 1.0 X 0 0 0 Judith A Scully 1.0 X 0 0 0 Michael D Searle 1.0 X 0 0 0 Smita N Shah 1.0 X 0 0 0 Raymond F Simon 1.0 X 0 0 0 George Andrews Smith 1.0 X 0 0 0 Joan E Steel 1.0 X 0 0 0 Terese Terry 1.0 X 0 0 0 Mary Tolan 1.0 X 0 0 0 Daniel G Walsh 1.0 X 0 0 0 Edward Wanandi 1.0 X 0 0 0 Kevin W Wildes SJ 1.0 X 0 0 0 Mary Ann Zollmann BVM 1.0 X 0 0 0 Pamela G Costas 40.0 X 174718 0 21695 Philip D Hale 40.0 X 161019 0 20524 Jonathan R Heintzelman 40.0 X 241640 0 37487 Emilio Iodice 40.0 X 320370 0 16043 Eric C Jones 40.0 X 150306 0 25968 Robert D Kelly 40.0 X 119325 0 13243 Thomas M Kelly 40.0 X 183537 0 33452 Philip R Kosiba 40.0 X 198447 0 29490 William G Laird 40.0 X 251447 0 39487 Wayne Magdziarz 40.0 X 213766 0 27011 Susan Malisch 40.0 X 213682 0 18282 Ellen Kane Munro 40.0 X 216664 0 36709 John Pelissero PhD 40.0 X 202798 0 29326 Lucien T Roy 40.0 X 158591 0 24539 Kelly Shannon 40.0 X 161037 0 35924 Paul K Whelton MD 40.0 X 0 772265 378079 Christine Wiseman 40.0 X 267529 0 38987 Francis Fennell Jr 40.0 X 186106 0 27248 Richard L Gamelli MD 40.0 X 396207 706167 31389 Abolhassan Jalilvand 40.0 X 255223 0 69428 Mamdouh Bakhos 40.0 X 0 1020792 37878 Felipe De Alba 40.0 X 0 667373 41596 Bahman Emami 40.0 X 144200 507529 37462 Alexander Ghanayem 40.0 X 0 764701 53472 Guido Marra 40.0 X 0 840492 39237 John Frendries 40.0 X 182665 0 31684 Anthony Barbato 40.0 X 0 248605 20590 4408777 5527924 1216230 386 true true false 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 15 955485 24097893 39123982 94742090 50899941 158919450 Tuition and Fees 611710 411909706 411909706 AUXILIARY (SEE PART III, LINE 4C) 611710 46458526 46458526 Other Educational and General 611710 5807697 5807697 464175929 8998202 -228219 9226421 201 201 2535864 2535864 5281390 2885194 2396196 2396196 2396196 162077000 150326123 11750877 11750877 11750877 275550 955485 644037 -368487 -368487 0 0 Interest on Student Loans 611710 347312 347312 Conference Services 532000 379016 379016 726328 649134560 467059105 150797 23005208 2607492 2607492 114580644 114580644 335279 335279 0 4618578 1929264 2343286 346028 134929 134929 186982235 165207554 16924585 4850096 14173154 12025336 1673790 474028 20841083 17851293 2327342 662448 12656616 11472484 982561 201571 0 306860 62642 244218 602672 5000 597672 0 73633 73633 1136775 1136775 18183131 15000798 3011471 170862 3206204 1212151 1744013 250040 25331407 23077526 1457153 796728 7466037 3360722 4085910 19405 122414 122414 14988087 13644459 1025827 317801 710702 467703 55204 187795 0 6256781 5897552 270131 89098 10286352 8289633 1826262 170457 0 34013490 30593581 2764337 655572 456435 454919 1188 328 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 511796922 458491406 43229479 10076037 21872 81595591 101826920 13712819 17055111 29543170 18079596 100353 42418338 42700301 8468591 5393493 1067566815 375711378 582211939 691855437 170554645 211910916 119385942 119617593 8902349 9576107 1056793384 1218137699 44296993 45858289 46334033 46474892 161352938 160992164 1614031 1679814 515309 12402188 124272297 118201658 63959433 69914750 442345034 455523755 X 389825133 522067432 109104952 115510534 115518265 125035978 614448350 762613944 1056793384 1218137699 X false true true X true true X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED true true false false false false true 199924 false false 199924 false Lobbying Activity Schedule C, Part II-B, Line 1 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. X 4 0.00 4 0 0 1 false 10.00 7180612 12986492 X X X X false false true 278873125 11868039 35226804 2836049 6716120 1110997 315304802 372525616 17395761 -99061253 3516709 7162632 1307658 278873125 0.45200 0.54200 0.00600 false false 28254443 131658460 159912903 20493080 713868976 306278453 428083603 182362 33021231 18061248 15142345 0 77294870 35017520 42277350 0 62793393 16354157 46439236 691855437 Marketable Equity Investments 234501 F Private Equity Investments 39158721 F Fixed Income Investments 56358828 F Real Estate 23865543 F 119617593 0 CONDITIONAL ASSET RETIREMENT OBLIG 3621891 Refundable Student Loans 17761859 Pension and Other Post Retirement 48531000 69914750 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. true true true 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." true true true true false false false false false false false false true false A number of federal, state and local agencies issue grants and contracts to the University for research, training and general educational support. true true 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 Raise NGO performance 298562 Europe/Iceland/Greenland Program Services Field Research 10199 North America Program Services Fieldwork Grant 6291 Russia and the Newly Independent States Program Services Field Research 133300 South America Program Services Chile Entrepreneurship 6962 Sub-Saharan Africa Program Services Field Research 14620 Europe /Iceland/Greenland 1 52 Program Services Study Abroad Campus 5600746 Middle East and North Africa 3 Program Services Study Abroad Programs 11194 South America 2 Program Services Study Abroad Programs 1051 East Asia and the Pacific 1 4 Program Services Study Abroad Programs 319370 Central America and the Caribbean Program Services Malpractice Insurance 151515 Europe/Iceland/Greenland Program Services Board Meeting in Rome 117582 Central America and the Caribbean Unrelated Trade or Business Foreign Investment K-1 2 61 7006671 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 9 0 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. X X X X X X X true Campbell Company Training false 0 18530 Ter Molen Watkins Brandt Consulting false 0 37160 0 55690 AL AK AZ AR CA CT DE DC FL GA HI ID IL IN IA KS KY LA ME MD MA MI MN MS MO MT NE NV NH NJ NM NY NC ND OH OK OR PA RI SC SD TN TX UT VT VA WA WV WI WY Stritch Dinner 849750 693750 156000 8253 241129 51402 39641 Founders Dinner 381285 261735 119550 106678 85738 59123 52074 0 1231035 955485 275550 114931 326867 110525 91715 644038 -368488 true 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 70 0 Scholarships to individuals 14190 113893790 Fellowships 127 692372 Description of Organization's Procedures for Monitoring the Use of Grants Schedule I, Part I, question 2 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. X X true true X X X true true false false true false false true false 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 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. 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 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 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 false false false false false true false false false true Monumental Life 1.5 true false true false false false false false true false true false false false true Robert D Kelly - purchase of house X 100000 100353 false false true 100353 Nancy Hogan Family Member of Trustee 118742 Employment false Michael Beazley Family Member of Trustee 16187 Employment false X 9 7180612 opinions of experts X 170 cost or sale price X 3900 cost or sale price X 86 9482594 cost or sale price X 1 20700000 opinions of experts X 1 13300000 opinions of experts X 4 9898 cost or sale price X Other - Miscellaneous 345 213123 cost or sale price X Other - Archival Records 1 9645 opinions of experts false true true 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. 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. 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 Loyola Univ of Chicago Insur Co Ltd PO Box 1159 Grand Cayman Cayman Islands CJ KY1-1102 INSURANCE CJ NA C Corp Gottlieb Management Services Inc 2160 South 1st Avenue MAYWOOD IL 60153 363330529 Management SVCS IL NA C Corp true false true true false false false false false true false false true true true true true false 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