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LOYOLA UNIVERSITY MARYLAND INC: Form 990, tax year 2024

View the entire original 990 at ProPublica ↗

Organization
LOYOLA UNIVERSITY MARYLAND INC (EIN 52-0591623)
Tax period
2024-06-01 to 2025-05-31
Filed
2026-04-09
IRS object ID
202640999349300039
Schema version
2024v5.1
Source
Download XML · Original 990 at ProPublica

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

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2026-04-09T12:50:00+00:00ReturnTs
Tax Period End2025-05-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN135565207PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1KPMG LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line18350 Broad Street Suite 900AddressLine1Txt
CityMcLeanCityNm
State AbbreviationVAStateAbbreviationCd
ZIP22102ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2024-06-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN520591623EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1Loyola University Maryland IncBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlLOYOBusinessNameControlTxt
Phone4106172627PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line14501 N Charles StreetAddressLine1Txt
CityBaltimoreCityNm
State AbbreviationMDStateAbbreviationCd
ZIP212102699ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonKristy MichelPersonNm
Person TitleVP of Finance and Admin.PersonTitleTxt
Phone4106175922PhoneNum
Signature2026-04-09SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd
FieldValueIRS element (for citing)
IRS Responsible Prty Info CurrYes (true)IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonBrian KearnsPreparerPersonNm
PTINP02061479PTIN
Phone7032868000PhoneNum
Preparation2026-04-09PreparationDt
FieldValueIRS element (for citing)
Tax2024TaxYr
Build TS2025-03-06 01:10:19ZBuildTS

Form 990 IRS990

Principal Ofcr Business Name PrincipalOfcrBusinessName

FieldValueIRS element (for citing)
Business Name Line1Kristy MichelBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line14501 N Charles StreetAddressLine1Txt
CityBaltimoreCityNm
State AbbreviationMDStateAbbreviationCd
ZIP212102699ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$429,432,434GrossReceiptsAmt
Group Return For AffiliatesfalseGroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website AddressWWW.LOYOLA.EDUWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation1852FormationYr
Legal Domicile StateMDLegalDomicileStateCd
Activity Or MissionLOYOLA UNIVERSITY MARYLAND INC IS A JESUIT CATHOLIC UNIVERSITY COMMITTED TO THE EDUCATIONAL TRADITIONS OF THE SOCIETY OF JESUS AND THE DEVELOPMENT OF THE WHOLE PERSON.ActivityOrMissionDesc
Voting Members Governing Body29VotingMembersGoverningBodyCnt
Voting Members Independent28VotingMembersIndependentCnt
Total Employee2895TotalEmployeeCnt
Total Volunteers0TotalVolunteersCnt
Total Gross UBI$699,092TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$30,598,346PYContributionsGrantsAmt
CY Contributions Grants$40,428,584CYContributionsGrantsAmt
PY Program Service Revenue$300,929,649PYProgramServiceRevenueAmt
CY Program Service Revenue$300,368,490CYProgramServiceRevenueAmt
PY Investment Income$34,998,097PYInvestmentIncomeAmt
CY Investment Income$25,780,957CYInvestmentIncomeAmt
PY Other Revenue$1,656,767PYOtherRevenueAmt
CY Other Revenue$2,368,775CYOtherRevenueAmt
PY Total Revenue$368,182,859PYTotalRevenueAmt
CY Total Revenue$368,946,806CYTotalRevenueAmt
PY Grants And Similar Paid$145,153,942PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$141,991,870CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$0PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$112,330,439PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$118,547,539CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$619,300PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$434,918CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$5,352,074CYTotalFundraisingExpenseAmt
PY Other Expenses$101,782,857PYOtherExpensesAmt
CY Other Expenses$105,754,474CYOtherExpensesAmt
PY Total Expenses$359,886,538PYTotalExpensesAmt
CY Total Expenses$366,728,801CYTotalExpensesAmt
PY Revenues Less Expenses$8,296,321PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$2,218,005CYRevenuesLessExpensesAmt
Total Assets BOY$751,769,929TotalAssetsBOYAmt
Total Assets EOY$840,598,430TotalAssetsEOYAmt
Total Liabilities BOY$167,911,296TotalLiabilitiesBOYAmt
Total Liabilities EOY$235,344,521TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$583,858,633NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$605,253,909NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part IIIYes (X)InfoInScheduleOPartIIIInd
MissionLOYOLA UNIVERSITY MARYLAND INC IS A JESUIT CATHOLIC UNIVERSITY COMMITTED TO THE EDUCATIONAL AND SPIRITUAL TRADITIONS OF THE SOCIETY OF JESUS AND TO THE IDEALS OF LIBERAL EDUCATION AND THE DEVELOPMENT OF THE WHOLE PERSON. ACCORDINGLY, THE UNIVERSITY WILL INSPIRE STUDENTS TO LEARN, LEAD AND SERVE IN A DIVERSE AND CHANGING WORLD.MissionDesc
Significant New Program SrvcfalseSignificantNewProgramSrvcInd
Significant ChangefalseSignificantChangeInd
Expense$231,845,290ExpenseAmt
Grant$141,971,452GrantAmt
Revenue$237,012,504RevenueAmt
DescINSTRUCTION OF 3,900 UNDERGRADUATE AND 1,000 GRADUATE STUDENTS (4,900 STUDENTS).Desc

Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp

FieldValueIRS element (for citing)
Expense$41,859,609ExpenseAmt
Revenue$57,912,064RevenueAmt
DescHOUSING, FOOD SERVICE, AND OTHER STUDENT SERVICES.Desc

Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp

FieldValueIRS element (for citing)
Expense$38,067,107ExpenseAmt
Revenue$6,787,678RevenueAmt
DescPROVIDING ACADEMIC AND SUPPORT SERVICES TO STUDENTS (4,900 STUDENTS).Desc

Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp

FieldValueIRS element (for citing)
Expense$3,173,348ExpenseAmt
Grant$20,418GrantAmt
DescRESEARCH AND DEVELOPMENT AND PUBLIC SERVICE PRGMSDesc
FieldValueIRS element (for citing)
Total Other Prog Srvc Expense$3,173,348TotalOtherProgSrvcExpenseAmt
Total Other Prog Srvc Grant$20,418TotalOtherProgSrvcGrantAmt
Total Program Service Expenses$314,945,354TotalProgramServiceExpensesAmt
Described In Section501c3Yes (true)DescribedInSection501c3Ind
Schedule B RequiredYes (true)ScheduleBRequiredInd
Political Campaign ActyfalsePoliticalCampaignActyInd
Lobbying ActivitiesYes (true)LobbyingActivitiesInd
Subject To Proxy TaxfalseSubjectToProxyTaxInd
Donor Advised FundfalseDonorAdvisedFundInd
Conservation EasementsfalseConservationEasementsInd
Collections Of ArtYes (true)CollectionsOfArtInd
Credit CounselingfalseCreditCounselingInd
Donor Rstr Or Quasi EndowmentsYes (true)DonorRstrOrQuasiEndowmentsInd
Report Land Building EquipmentYes (true)ReportLandBuildingEquipmentInd
Report Investments Other SecYes (true)ReportInvestmentsOtherSecInd
Report Program Related InvstfalseReportProgramRelatedInvstInd
Report Other AssetsfalseReportOtherAssetsInd
Report Other LiabilitiesYes (true)ReportOtherLiabilitiesInd
Include FIN48 FootnoteYes (true)IncludeFIN48FootnoteInd
Independent Audit Fincl StmtYes (true)IndependentAuditFinclStmtInd
Consolidated Audit Fincl StmtfalseConsolidatedAuditFinclStmtInd
School OperatingYes (true)SchoolOperatingInd
Foreign OfficeYes (true)ForeignOfficeInd
Foreign ActivitiesYes (true)ForeignActivitiesInd
More Than5000 K To OrgfalseMoreThan5000KToOrgInd
More Than5000 K To IndividualsYes (true)MoreThan5000KToIndividualsInd
Professional FundraisingYes (true)ProfessionalFundraisingInd
Fundraising ActivitiesYes (true)FundraisingActivitiesInd
Gaming ActivitiesfalseGamingActivitiesInd
Operate HospitalfalseOperateHospitalInd
Grants To OrganizationsYes (true)GrantsToOrganizationsInd
Grants To IndividualsYes (true)GrantsToIndividualsInd
Schedule J RequiredYes (true)ScheduleJRequiredInd
Tax Exempt BondsYes (true)TaxExemptBondsInd
Invest Tax Exempt BondsfalseInvestTaxExemptBondsInd
Escrow AccountfalseEscrowAccountInd
On Behalf Of IssuerfalseOnBehalfOfIssuerInd
Engaged In Excess Benefit TransfalseEngagedInExcessBenefitTransInd
PY Excess Benefit TransfalsePYExcessBenefitTransInd
Loan OutstandingfalseLoanOutstandingInd
Grant To Related PersonYes (true)GrantToRelatedPersonInd
Business Rln With Org MemfalseBusinessRlnWithOrgMemInd
Business Rln With Fam MemYes (true)BusinessRlnWithFamMemInd
Business Rln With35 Ctrl EntfalseBusinessRlnWith35CtrlEntInd
Deductible Non Cash ContriYes (true)DeductibleNonCashContriInd
Deductible Art ContributionYes (true)DeductibleArtContributionInd
Terminate OperationsfalseTerminateOperationsInd
Partial LiquidationfalsePartialLiquidationInd
Disregarded EntityfalseDisregardedEntityInd
Related EntityYes (true)RelatedEntityInd
Related Organization Ctrl EntfalseRelatedOrganizationCtrlEntInd
Transaction With Control EntfalseTransactionWithControlEntInd
Trnsfr Exmpt Non Chrtbl Rltd OrgfalseTrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted PrtshpfalseActivitiesConductedPrtshpInd
Schedule O RequiredYes (true)ScheduleORequiredInd
Info In Schedule O Part VYes (X)InfoInScheduleOPartVInd
IRP Document592IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld ComplianceYes (true)BackupWthldComplianceInd
Employee2895EmployeeCnt
Employment Tax Returns FiledYes (true)EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over LimitYes (true)UnrelatedBusIncmOverLimitInd
Form990 T FiledYes (true)Form990TFiledInd
Foreign Financial AccountYes (true)ForeignFinancialAccountInd
Foreign CountryEIForeignCountryCd
Foreign CountrySPForeignCountryCd
Foreign CountryTHForeignCountryCd
Foreign CountryBEForeignCountryCd
Foreign CountryUKForeignCountryCd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Taxable Party NotificationfalseTaxablePartyNotificationInd
Nondeductible ContributionsfalseNondeductibleContributionsInd
Quid Pro Quo ContributionsYes (true)QuidProQuoContributionsInd
Quid Pro Quo Contri DisclYes (true)QuidProQuoContriDisclInd
Form8282 Property Disposed OffalseForm8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Indoor Tanning ServicesfalseIndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht PymtfalseSubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst IncfalseSubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members29GoverningBodyVotingMembersCnt
Independent Voting Member28IndependentVotingMemberCnt
Family Or Business RlnfalseFamilyOrBusinessRlnInd
Delegation Of Mgmt DutiesfalseDelegationOfMgmtDutiesInd
Change To Org DocumentsfalseChangeToOrgDocumentsInd
Material Diversion Or MisusefalseMaterialDiversionOrMisuseInd
Members Or StockholdersfalseMembersOrStockholdersInd
Election Of Board MembersfalseElectionOfBoardMembersInd
Decisions Subject To ApprovafalseDecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (true)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (true)MinutesOfCommitteesInd
Officer Mailing AddressfalseOfficerMailingAddressInd
Local ChaptersfalseLocalChaptersInd
Policies Reference ChaptersfalsePoliciesReferenceChaptersInd
Form990 Provided To Gvrn BodyYes (true)Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (true)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (true)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (true)RegularMonitoringEnfrcInd
Whistleblower PolicyYes (true)WhistleblowerPolicyInd
Document Retention PolicyYes (true)DocumentRetentionPolicyInd
Compensation Process CEOYes (true)CompensationProcessCEOInd
Compensation Process OtherYes (true)CompensationProcessOtherInd
Investment In Joint VenturefalseInvestmentInJointVentureInd
Written Policy Or ProcedurefalseWrittenPolicyOrProcedureInd
States Where Copy Of Return Is FldMDStatesWhereCopyOfReturnIsFldCd
Own WebsiteYes (X)OwnWebsiteInd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1Kristy MichelBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone4106175922PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line14501 N CHARLES STREETAddressLine1Txt
CityBALTIMORECityNm
State AbbreviationMDStateAbbreviationCd
ZIP212102699ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (55 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtAverage Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtKey EmployeeKeyEmployeeIndHighest Compensated EmployeeHighestCompensatedEmployeeIndFormer Ofcr Director TrusteeFormerOfcrDirectorTrusteeInd
Terrence Sawyer
Trustee & President50.00.0Yes (X)Yes (X)$552,668$0$48,115
Ann Doyle
Trustee0.50.0Yes (X)$0$0$0
Arun Subhas
Trustee0.50.0Yes (X)$0$0$0
Carrie Fox
Trustee0.50.0Yes (X)$0$0$0
Christian McNeill
Trustee0.50.0Yes (X)$0$0$0
Daelin Cook
Trustee0.50.0Yes (X)$0$0$0
Daniel Rizzo
Trustee0.50.0Yes (X)$0$0$0
David Metzger
Trustee0.50.0Yes (X)$0$0$0
Elaine Grillo
Trustee0.50.0Yes (X)$0$0$0
Gail Cunningham
Trustee0.50.0Yes (X)$0$0$0
Gerard E Holthaus
Trustee0.50.0Yes (X)$0$0$0
Gerry Geckle
Trustee0.50.0Yes (X)$0$0$0
Gregory Chisholm SJ
Trustee0.50.0Yes (X)$0$0$0
Gregory Kelly
Trustee0.50.0Yes (X)$0$0$0
H Edward Hanway
Trustee0.50.0Yes (X)$0$0$0
James Lambdin
Trustee0.50.0Yes (X)$0$0$0
Jeffrey A Nattans
Trustee0.50.0Yes (X)$0$0$0
JJ Matthews
Trustee0.50.0Yes (X)$0$0$0
Julia Gray
Trustee0.50.0Yes (X)$0$0$0
Katherine Jennings
Trustee0.50.0Yes (X)$0$0$0
Kenneth F Boehl
Trustee0.50.0Yes (X)$0$0$0
KerryAnn O'Meara
Trustee0.50.0Yes (X)$0$0$0
Kevin Gillespie SJ
Trustee0.50.0Yes (X)$0$0$0
Kimberly Ellison-Taylor
Trustee0.50.0Yes (X)$0$0$0
Mark Knott
Trustee0.50.0Yes (X)$0$0$0
Mark Rouchard
Trustee0.50.0Yes (X)$0$0$0
Mary Fanning
Trustee0.50.0Yes (X)$0$0$0
Michael McCarthy SJ
Trustee0.50.0Yes (X)$0$0$0
Michael McFarland SJ
Trustee0.50.0Yes (X)$0$0$0
Paul Eibeler
Trustee0.50.0Yes (X)$0$0$0
Rachael Dugan
Trustee0.50.0Yes (X)$0$0$0
Robert Cawley
Trustee0.50.0Yes (X)$0$0$0
Roger Waesche
Trustee0.50.0Yes (X)$0$0$0
Susan Bloomfield
Trustee0.50.0Yes (X)$0$0$0
Tina Bjarekull
Trustee0.50.0Yes (X)$0$0$0
Walter Doggett
Trustee0.50.0Yes (X)$0$0$0
William Burke
Trustee0.50.0Yes (X)$0$0$0
Brian Oakes
Vice President50.00.0Yes (X)$290,727$0$34,049
Cheryl Moore-Thomas
Vice President50.00.0Yes (X)$350,660$0$31,484
Deborah Cady Melzer
Vice President50.00.0Yes (X)$250,591$0$23,414
Eric Nichols
Vice President50.00.0Yes (X)$310,643$0$27,851
John Coppola
Vice President50.00.0Yes (X)$222,295$0$28,421
Kristy Michel
Vice President50.00.0Yes (X)$0$0$0
Sean Francis
Interim Vice President50.00.0Yes (X)$245,868$0$20,268
Stephanie Coldren
Chief of Staff50.00.0Yes (X)$125,819$0$30,352
Afra Hersi
Dean50.00.0$212,758$0$31,253Yes (X)
Francis Golom
Dean50.00.0$207,949$0$29,100Yes (X)
Mary Ann Scully
Dean50.00.0$337,144$0$33,178Yes (X)
Charles Toomey
Head Coach Men's Lacrosse50.00.0$405,764$0$53,824Yes (X)
Donna Woodruff
ASST VP & DIRECTOR ATHLETICS50.00.0$274,040$0$32,871Yes (X)
Frank D'Souza
Professor50.00.0$244,574$0$21,356Yes (X)
Jennifer Adams
Head Coach Women's Lacrosse50.00.0$263,390$0$33,064Yes (X)
Tavaras Hardy
Head Coach Men's Basketball50.00.0$217,313$0$11,594Yes (X)
Amanda Thomas
Former Vice President50.00.0$198,589$0$34,258Yes (X)
Bobby Waldrup
Former Dean50.00.0$194,353$0$30,008Yes (X)
FieldValueIRS element (for citing)
Total Reportable Comp From Org$4,905,145TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$0TotReportableCompRltdOrgAmt
Total Other Compensation$554,460TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K237IndivRcvdGreaterThan100KCnt
Former Ofcr Employees ListedYes (true)FormerOfcrEmployeesListedInd
Total Comp Greater Than150 KYes (true)TotalCompGreaterThan150KInd
Compensation From Other SrcsfalseCompensationFromOtherSrcsInd

Contractor Compensation ContractorCompensationGrp (5 entries)

Address Line1ContractorAddress/USAddress/AddressLine1TxtCityContractorAddress/USAddress/CityNmState AbbreviationContractorAddress/USAddress/StateAbbreviationCdZIPContractorAddress/USAddress/ZIPCdServicesServicesDescCompensationCompensationAmtAddress Line2ContractorAddress/USAddress/AddressLine2Txt
PARKHURST DINING
PO BOX 644091PITTSBURGHPA15264FOOD SVC OPERATIONS$17,955,252
WHITING TURNER
300 E JOPPA ROADBALTIMOREMD21286CONSTRUCTION$14,722,283
Incline Alchemy Inc
PO Box 1202TracyCA95378Consulting$3,682,737
Hord Coplan Macht Inc
750 EAST PRATT STREETBALTIMOREMD21202ARCHITECT$1,852,233SUITE 1100
EMJAY ENGINEERING & CONSTRUCTION CO
1706 WHITEHEAD ROADBALTIMOREMD21207CONSTRUCTION$1,187,707
FieldValueIRS element (for citing)
Cntrct Rcvd Greater Than100 K86CntrctRcvdGreaterThan100KCnt
Federated Campaigns$0FederatedCampaignsAmt
Membership Dues$0MembershipDuesAmt
Fundraising$292,575FundraisingAmt
Related Organizations$0RelatedOrganizationsAmt
Government Grants$15,424,347GovernmentGrantsAmt
All Other Contributions$24,711,662AllOtherContributionsAmt
Noncash Contributions$535,139NoncashContributionsAmt
Total Contributions$40,428,584TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp (5 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmtUnrelated Business RevenueUnrelatedBusinessRevenueAmtExclusionExclusionAmt
TUITION AND FEES900099$237,012,503$237,012,503$0$0
RESIDENCE, FOOD SERV., TELEPHONE900099$57,912,064$57,912,064$0$0
ATHLETICS, CONFERENCES, OTHER AUX900099$2,261,187$868,385$97,247$1,295,555
SPECIAL EDUCATION PROGRAMS900099$919,071$919,071$0$0
ID CARDS, ORIENTATION, PARKING900099$696,368$696,368$0$0

Total Oth Program Service Rev TotalOthProgramServiceRevGrp

FieldValueIRS element (for citing)
Total Revenue Column$1,567,297TotalRevenueColumnAmt
Related Or Exempt Func Income$1,567,297RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$0ExclusionAmt
FieldValueIRS element (for citing)
Total Program Service Revenue$300,368,490TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$7,706,157TotalRevenueColumnAmt
Related Or Exempt Func Income$0RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$601,845UnrelatedBusinessRevenueAmt
Exclusion$7,104,312ExclusionAmt

Incm From Invest Bond Proceeds IncmFromInvestBondProceedsGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt
Related Or Exempt Func Income$0RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$0ExclusionAmt

Royalties Revenue RoyaltiesRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$74,002TotalRevenueColumnAmt
Related Or Exempt Func Income$0RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$74,002ExclusionAmt

Gross Rents GrossRentsGrp

FieldValueIRS element (for citing)
Real$807,157RealAmt
Personal$0PersonalAmt

Less Rental Expenses LessRentalExpensesGrp

FieldValueIRS element (for citing)
Real$0RealAmt
Personal$0PersonalAmt

Rental Income Or Loss RentalIncomeOrLossGrp

FieldValueIRS element (for citing)
Real$807,157RealAmt
Personal$0PersonalAmt

Net Rental Income Or Loss NetRentalIncomeOrLossGrp

FieldValueIRS element (for citing)
Total Revenue Column$807,157TotalRevenueColumnAmt
Related Or Exempt Func Income$0RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$807,157ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$63,924,018SecuritiesAmt
Other$14,000,000OtherAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$50,987,858SecuritiesAmt
Other$8,861,360OtherAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities$12,936,160SecuritiesAmt
Other$5,138,640OtherAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column$18,074,800TotalRevenueColumnAmt
Related Or Exempt Func Income$0RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$18,074,800ExclusionAmt
FieldValueIRS element (for citing)
Fundraising Gross Income$328,153FundraisingGrossIncomeAmt
Contri Rpt Fundraising Event$292,575ContriRptFundraisingEventAmt
Fundraising Direct Expenses$636,410FundraisingDirectExpensesAmt

Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp

FieldValueIRS element (for citing)
Total Revenue Column-$308,257TotalRevenueColumnAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion-$308,257ExclusionAmt
FieldValueIRS element (for citing)
Gaming Gross Income$0GamingGrossIncomeAmt
Gaming Direct Expenses$0GamingDirectExpensesAmt

Net Income From Gaming NetIncomeFromGamingGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt
Related Or Exempt Func Income$0RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$0ExclusionAmt
FieldValueIRS element (for citing)
Gross Sales Of Inventory$0GrossSalesOfInventoryAmt
Cost Of Goods Sold$0CostOfGoodsSoldAmt

Net Income Or Loss NetIncomeOrLossGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt
Related Or Exempt Func Income$0RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$0ExclusionAmt

Other Revenue Misc OtherRevenueMiscGrp (2 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmtUnrelated Business RevenueUnrelatedBusinessRevenueAmtExclusionExclusionAmt
MISCELLANEOUS900099$1,343,756$1,343,756$0$0
Extinguishment of Debt900099$452,117$452,117

Miscellaneous Revenue MiscellaneousRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt
Related Or Exempt Func Income$0RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$0ExclusionAmt
FieldValueIRS element (for citing)
Other Revenue Total$1,795,873OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$368,946,806TotalRevenueColumnAmt
Related Or Exempt Func Income$300,319,444RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$699,092UnrelatedBusinessRevenueAmt
Exclusion$27,499,686ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

FieldValueIRS element (for citing)
Total$20,418TotalAmt
Program Services$20,418ProgramServicesAmt

Grants To Domestic Individuals GrantsToDomesticIndividualsGrp

FieldValueIRS element (for citing)
Total$138,763,912TotalAmt
Program Services$138,763,912ProgramServicesAmt

Foreign Grants ForeignGrantsGrp

FieldValueIRS element (for citing)
Total$3,207,540TotalAmt
Program Services$3,207,540ProgramServicesAmt

Benefits To Members BenefitsToMembersGrp

FieldValueIRS element (for citing)
Total$0TotalAmt
Program Services$0ProgramServicesAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$3,248,764TotalAmt
Program Services$2,227,851ProgramServicesAmt
Management And General$530,842ManagementAndGeneralAmt
Fundraising$490,071FundraisingAmt

Comp Disqual Persons CompDisqualPersonsGrp

FieldValueIRS element (for citing)
Total$0TotalAmt
Program Services$0ProgramServicesAmt
Management And General$0ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$90,853,123TotalAmt
Program Services$74,753,942ProgramServicesAmt
Management And General$13,536,546ManagementAndGeneralAmt
Fundraising$2,562,635FundraisingAmt

Pension Plan Contributions PensionPlanContributionsGrp

FieldValueIRS element (for citing)
Total$6,462,787TotalAmt
Program Services$4,795,227ProgramServicesAmt
Management And General$1,527,010ManagementAndGeneralAmt
Fundraising$140,550FundraisingAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$11,547,671TotalAmt
Program Services$8,554,228ProgramServicesAmt
Management And General$2,698,852ManagementAndGeneralAmt
Fundraising$294,591FundraisingAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$6,435,194TotalAmt
Program Services$5,144,529ProgramServicesAmt
Management And General$1,086,904ManagementAndGeneralAmt
Fundraising$203,761FundraisingAmt

Fees For Services Management FeesForServicesManagementGrp

FieldValueIRS element (for citing)
Total$0TotalAmt
Program Services$0ProgramServicesAmt
Management And General$0ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$400,224TotalAmt
Program Services$0ProgramServicesAmt
Management And General$400,224ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$268,606TotalAmt
Program Services$0ProgramServicesAmt
Management And General$268,606ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Fees For Services Lobbying FeesForServicesLobbyingGrp

FieldValueIRS element (for citing)
Total$32,655TotalAmt
Program Services$32,655ProgramServicesAmt
Management And General$0ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Fees For Services Prof Fundraising FeesForServicesProfFundraising

FieldValueIRS element (for citing)
Total$434,918TotalAmt
Fundraising$434,918FundraisingAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

FieldValueIRS element (for citing)
Total$2,354,473TotalAmt
Program Services$0ProgramServicesAmt
Management And General$2,354,473ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$31,949,035TotalAmt
Program Services$26,923,150ProgramServicesAmt
Management And General$5,006,657ManagementAndGeneralAmt
Fundraising$19,228FundraisingAmt

Advertising AdvertisingGrp

FieldValueIRS element (for citing)
Total$1,884,007TotalAmt
Program Services$1,199,259ProgramServicesAmt
Management And General$663,854ManagementAndGeneralAmt
Fundraising$20,894FundraisingAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$6,572,091TotalAmt
Program Services$3,326,178ProgramServicesAmt
Management And General$3,145,244ManagementAndGeneralAmt
Fundraising$100,669FundraisingAmt

Information Technology InformationTechnologyGrp

FieldValueIRS element (for citing)
Total$4,400,195TotalAmt
Program Services$805,308ProgramServicesAmt
Management And General$3,577,199ManagementAndGeneralAmt
Fundraising$17,688FundraisingAmt

Royalties RoyaltiesGrp

FieldValueIRS element (for citing)
Total$23,169TotalAmt
Program Services$23,169ProgramServicesAmt
Management And General$0ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$8,175,802TotalAmt
Program Services$4,161,484ProgramServicesAmt
Management And General$4,014,318ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$4,351,770TotalAmt
Program Services$3,785,408ProgramServicesAmt
Management And General$491,745ManagementAndGeneralAmt
Fundraising$74,617FundraisingAmt

Pymt Travel Entrtnmnt Pub Ofcl PymtTravelEntrtnmntPubOfclGrp

FieldValueIRS element (for citing)
Total$0TotalAmt
Program Services$0ProgramServicesAmt
Management And General$0ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$1,797,312TotalAmt
Program Services$1,181,791ProgramServicesAmt
Management And General$129,607ManagementAndGeneralAmt
Fundraising$485,914FundraisingAmt

Interest InterestGrp

FieldValueIRS element (for citing)
Total$4,878,911TotalAmt
Program Services$4,870,004ProgramServicesAmt
Management And General$8,907ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Payments To Affiliates PaymentsToAffiliatesGrp

FieldValueIRS element (for citing)
Total$0TotalAmt
Program Services$0ProgramServicesAmt
Management And General$0ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$14,106,822TotalAmt
Program Services$13,071,599ProgramServicesAmt
Management And General$985,155ManagementAndGeneralAmt
Fundraising$50,068FundraisingAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$3,119,317TotalAmt
Program Services$51,756ProgramServicesAmt
Management And General$3,067,561ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Other Expenses OtherExpensesGrp (2 entries)

DescDescTotalTotalAmtProgram ServicesProgramServicesAmtManagement And GeneralManagementAndGeneralAmtFundraisingFundraisingAmt
STUDY ABROAD TUITION$4,832,332$4,832,332$0$0
LIBRARY OPERATIONS$3,946,586$3,946,586$0$0

All Other Expenses AllOtherExpensesGrp

FieldValueIRS element (for citing)
Total$12,661,167TotalAmt
Program Services$9,267,028ProgramServicesAmt
Management And General$2,937,669ManagementAndGeneralAmt
Fundraising$456,470FundraisingAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$366,728,801TotalAmt
Program Services$314,945,354ProgramServicesAmt
Management And General$46,431,373ManagementAndGeneralAmt
Fundraising$5,352,074FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$34,002BOYAmt
EOY$34,000EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$21,884,376BOYAmt
EOY$24,548,791EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

FieldValueIRS element (for citing)
BOY$4,400,329BOYAmt
EOY$14,927,206EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$4,947,136BOYAmt
EOY$5,595,146EOYAmt

Receivables From Officers Etc ReceivablesFromOfficersEtcGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp

FieldValueIRS element (for citing)
BOY$104,649BOYAmt
EOY$47,995EOYAmt

Inventories For Sale Or Use InventoriesForSaleOrUseGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$6,128,553BOYAmt
EOY$39,501,208EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$617,503,488LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$267,854,101LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$329,491,687BOYAmt
EOY$349,649,387EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$176,275,502BOYAmt
EOY$185,368,779EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

FieldValueIRS element (for citing)
BOY$185,612,302BOYAmt
EOY$196,952,457EOYAmt

Investments Program Related InvestmentsProgramRelatedGrp

FieldValueIRS element (for citing)
BOY$272,436BOYAmt
EOY$163,754EOYAmt

Intangible Assets IntangibleAssetsGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
BOY$22,618,957BOYAmt
EOY$23,809,707EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$751,769,929BOYAmt
EOY$840,598,430EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$18,019,906BOYAmt
EOY$26,956,876EOYAmt

Grants Payable GrantsPayableGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Deferred Revenue DeferredRevenueGrp

FieldValueIRS element (for citing)
BOY$4,117,334BOYAmt
EOY$4,350,804EOYAmt

Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$133,951,435BOYAmt
EOY$191,980,802EOYAmt

Escrow Account Liability EscrowAccountLiabilityGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Loans From Officers Directors LoansFromOfficersDirectorsGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$11,822,621BOYAmt
EOY$12,056,039EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$167,911,296BOYAmt
EOY$235,344,521EOYAmt
FieldValueIRS element (for citing)
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind

No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$379,678,253BOYAmt
EOY$372,583,263EOYAmt

Donor Restriction Net Assets DonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$204,180,380BOYAmt
EOY$232,670,646EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$583,858,633BOYAmt
EOY$605,253,909EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$751,769,929BOYAmt
EOY$840,598,430EOYAmt
FieldValueIRS element (for citing)
Info In Schedule O Part XIYes (X)InfoInScheduleOPartXIInd
Reconcilation Revenue Expnss$2,218,005ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst$18,248,033NetUnrlzdGainsLossesInvstAmt
Donated Services And Use Fclts$0DonatedServicesAndUseFcltsAmt
Investment Expense$0InvestmentExpenseAmt
Prior Period Adjustments$0PriorPeriodAdjustmentsAmt
Other Changes In Net Assets$929,238OtherChangesInNetAssetsAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or ReviewfalseAccountantCompileOrReviewInd
FS AuditedYes (true)FSAuditedInd
Audit CommitteeYes (true)AuditCommitteeInd
Federal Grant Audit RequiredYes (true)FederalGrantAuditRequiredInd
Federal Grant Audit PerformedYes (true)FederalGrantAuditPerformedInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
SchoolYes (X)SchoolInd

Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$29,065,420CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$32,722,996CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$30,416,786CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$30,598,346CurrentTaxYearMinus1YearAmt
Current Tax Year$40,428,584CurrentTaxYearAmt
Total$163,232,132TotalAmt

Tax Rev Levied Orgnztnl Bnft170 TaxRevLeviedOrgnztnlBnft170Grp

FieldValueIRS element (for citing)
Total$0TotalAmt

Govt Furn Srvc Fclts Vl170 GovtFurnSrvcFcltsVl170Grp

FieldValueIRS element (for citing)
Total$0TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$29,065,420CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$32,722,996CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$30,416,786CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$30,598,346CurrentTaxYearMinus1YearAmt
Current Tax Year$40,428,584CurrentTaxYearAmt
Total$163,232,132TotalAmt
FieldValueIRS element (for citing)
Substantial Contributors Tot$1,132,762SubstantialContributorsTotAmt
Public Support Total170$162,099,370PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$16,363,666CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$2,380,947CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$5,299,061CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$9,422,130CurrentTaxYearMinus1YearAmt
Current Tax Year$8,587,316CurrentTaxYearAmt
Total$42,053,120TotalAmt

Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp

FieldValueIRS element (for citing)
Total$0TotalAmt

Other Income170 OtherIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$0CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$0CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$0CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$0CurrentTaxYearMinus1YearAmt
Current Tax Year$452,117CurrentTaxYearAmt
Total$452,117TotalAmt
FieldValueIRS element (for citing)
Total Support$205,737,369TotalSupportAmt
Gross Receipts Rltd Activities$1,388,383,835GrossReceiptsRltdActivitiesAmt
Public Support CY1700.78789PublicSupportCY170Pct
Public Support PY1700.77895PublicSupportPY170Pct
Thirty Thr Pct Suprt Tests CY170Yes (X)ThirtyThrPctSuprtTestsCY170Ind

Gifts Grants Contris Rcvd509 GiftsGrantsContrisRcvd509Grp

FieldValueIRS element (for citing)
Total$0TotalAmt

Gross Receipts Admissions GrossReceiptsAdmissionsGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Gross Receipts Non Unrlt Bus GrossReceiptsNonUnrltBusGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Tax Rev Levied Orgnztnl Bnft509 TaxRevLeviedOrgnztnlBnft509Grp

FieldValueIRS element (for citing)
Total$0TotalAmt

Govt Furn Srvc Fclts Vl509 GovtFurnSrvcFcltsVl509Grp

FieldValueIRS element (for citing)
Total$0TotalAmt

Total509 Total509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$0CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$0CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$0CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$0CurrentTaxYearMinus1YearAmt
Current Tax Year$0CurrentTaxYearAmt
Total$0TotalAmt

Amounts Rcvd Dsqlfy Person AmountsRcvdDsqlfyPersonGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$0CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$0CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$0CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$0CurrentTaxYearMinus1YearAmt
Current Tax Year$0CurrentTaxYearAmt
Total$0TotalAmt

Substantial Contributors Amt SubstantialContributorsAmtGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$0CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$0CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$0CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$0CurrentTaxYearMinus1YearAmt
Current Tax Year$0CurrentTaxYearAmt
Total$0TotalAmt

Subst And Dsqlfy Prsns Tot SubstAndDsqlfyPrsnsTotGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$0CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$0CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$0CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$0CurrentTaxYearMinus1YearAmt
Current Tax Year$0CurrentTaxYearAmt
Total$0TotalAmt
FieldValueIRS element (for citing)
Public Support Total509$0PublicSupportTotal509Amt

Gross Investment Income509 GrossInvestmentIncome509Grp

FieldValueIRS element (for citing)
Total$0TotalAmt

Post1975 UBTI Post1975UBTIGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Investment Income And UBTI InvestmentIncomeAndUBTIGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$0CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$0CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$0CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$0CurrentTaxYearMinus1YearAmt
Current Tax Year$0CurrentTaxYearAmt
Total$0TotalAmt

Net Income From Other UBI NetIncomeFromOtherUBIGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Other Income509 OtherIncome509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$0CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$0CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$0CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$0CurrentTaxYearMinus1YearAmt
Current Tax Year$0CurrentTaxYearAmt
Total$0TotalAmt

Total Support Calendar Year TotalSupportCalendarYearGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$0CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$0CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$0CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$0CurrentTaxYearMinus1YearAmt
Current Tax Year$0CurrentTaxYearAmt
Total$0TotalAmt
FieldValueIRS element (for citing)
Public Support CY5090PublicSupportCY509Pct
Public Support PY5090.0PublicSupportPY509Pct
Investment Income CY0InvestmentIncomeCYPct
Investment Income PY0.0InvestmentIncomePYPct
Private Foundation509Yes (X)PrivateFoundation509Ind

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
CY Adj Net Income Distributable$0CYAdjNetIncomeDistributableAmt
CY Pct85 Adjusted Net Income$0CYPct85AdjustedNetIncomeAmt
CY Total Min Ast Distributable$0CYTotalMinAstDistributableAmt
CY Greater Adjusted Minimum$0CYGreaterAdjustedMinimumAmt
CY Income Tax Imposed PY$0CYIncomeTaxImposedPYAmt
CY Distributable As Adjusted$0CYDistributableAsAdjustedAmt

Form990 Schedule A Part VI Form990ScheduleAPartVIGrp

FieldValueIRS element (for citing)
Form And Line ReferenceSchedule A, Part II, Line 10 Other IncomeFormAndLineReferenceDesc
ExplanationDESCRIPTION - , COLUMN A - , COLUMN B - , COLUMN C - , COLUMN D - , COLUMN E - 452117.0, COLUMN F - 452117.0;ExplanationTxt

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
ContributorRESTRICTEDContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1RESTRICTEDAddressLine1
Address Line2RESTRICTEDAddressLine2
CityRESTRICTEDCity
StateRESTRICTEDState
ZIP CodeRESTRICTEDZIPCode
FieldValueIRS element (for citing)
Total ContributionsRESTRICTEDTotalContributionsAmt

Schedule C IRS990ScheduleC

FieldValueIRS element (for citing)
VolunteersfalseVolunteersInd
Paid Staff Or ManagementYes (true)PaidStaffOrManagementInd
Media AdvertisementsfalseMediaAdvertisementsInd
Mailings MembersfalseMailingsMembersInd
Publications Or BroadcastfalsePublicationsOrBroadcastInd
Grants Other OrganizationsfalseGrantsOtherOrganizationsInd
Direct Contact LegislatorsYes (true)DirectContactLegislatorsInd
Direct Contact Legislators$46,255DirectContactLegislatorsAmt
Rallies DemonstrationsfalseRalliesDemonstrationsInd
Other ActivitiesfalseOtherActivitiesInd
Total Lobbying Expenditures$46,255TotalLobbyingExpendituresAmt
Not Described Section501c3falseNotDescribedSection501c3Ind

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferenceSchedule C, Part II-B, Line 1 DETAILED DESCRIPTION OF THE LOBBYING ACTIVITYFormAndLineReferenceDesc
ExplanationTHE UNIVERSITY UTILIZED THE SERVICES OF A CONSULTING FIRM TO ASSIST WITH LOBBYING ACTIVITIES AND ALSO HAS AN EMPLOYEE WHO SPENDS A SMALL PORTION OF THEIR TIME IN THE SAME REGARD. THESE LOBBYING ACTIVITIES ARE TYPICALLY PERFORMED IN STATE AND LOCAL VENUES, BUT MAY ESCALATE IN CERTAIN SITUATIONS TO THE FEDERAL LEVEL. THESE ACTIVITIES TO DO NOT CONSTITUTE A SIGNIFICANT PORTION OF THE UNIVERSITY'S ACTIVITIES.ExplanationTxt

Schedule D IRS990ScheduleD

Art Public Exhibition Amounts ArtPublicExhibitionAmountsGrp

FieldValueIRS element (for citing)
Assets Included$96,398AssetsIncludedAmt
FieldValueIRS element (for citing)
Collection Used Pub ExhibitionYes (X)CollectionUsedPubExhibitionInd
Solicited Assets SalefalseSolicitedAssetsSaleInd

CY Endwmt Fund CYEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$320,583,992BeginningYearBalanceAmt
Contributions$6,604,046ContributionsAmt
Investment Earnings Or Losses$35,466,925InvestmentEarningsOrLossesAmt
Grants Or Scholarships$4,388,579GrantsOrScholarshipsAmt
Other Expenditures$10,207,607OtherExpendituresAmt
Administrative Expenses$2,348,149AdministrativeExpensesAmt
End Year Balance$345,710,628EndYearBalanceAmt

CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$293,782,938BeginningYearBalanceAmt
Contributions$5,404,984ContributionsAmt
Investment Earnings Or Losses$37,209,017InvestmentEarningsOrLossesAmt
Grants Or Scholarships$4,290,070GrantsOrScholarshipsAmt
Other Expenditures$9,670,854OtherExpendituresAmt
Administrative Expenses$1,852,023AdministrativeExpensesAmt
End Year Balance$320,583,992EndYearBalanceAmt

CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$301,817,062BeginningYearBalanceAmt
Contributions$4,910,516ContributionsAmt
Investment Earnings Or Losses$1,146,058InvestmentEarningsOrLossesAmt
Grants Or Scholarships$3,773,026GrantsOrScholarshipsAmt
Other Expenditures$8,976,697OtherExpendituresAmt
Administrative Expenses$1,340,975AdministrativeExpensesAmt
End Year Balance$293,782,938EndYearBalanceAmt

CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$307,797,710BeginningYearBalanceAmt
Contributions$8,987,524ContributionsAmt
Investment Earnings Or Losses-$1,406,000InvestmentEarningsOrLossesAmt
Grants Or Scholarships$3,287,407GrantsOrScholarshipsAmt
Other Expenditures$8,134,877OtherExpendituresAmt
Administrative Expenses$2,139,888AdministrativeExpensesAmt
End Year Balance$301,817,062EndYearBalanceAmt

CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$232,556,136BeginningYearBalanceAmt
Contributions$4,286,866ContributionsAmt
Investment Earnings Or Losses$85,361,207InvestmentEarningsOrLossesAmt
Grants Or Scholarships$2,954,276GrantsOrScholarshipsAmt
Other Expenditures$8,021,043OtherExpendituresAmt
Administrative Expenses$3,431,180AdministrativeExpensesAmt
End Year Balance$307,797,710EndYearBalanceAmt
FieldValueIRS element (for citing)
Board Designated Balance EOY0.46BoardDesignatedBalanceEOYPct
Prmnnt Endowment Balance EOY0.54PrmnntEndowmentBalanceEOYPct
Term Endowment Balance EOY0.0TermEndowmentBalanceEOYPct
Endowments Held Unrelated OrgfalseEndowmentsHeldUnrelatedOrgInd
Endowments Held Related OrgfalseEndowmentsHeldRelatedOrgInd

Land LandGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$27,176,645OtherCostOrOtherBasisAmt
Book Value$27,176,645BookValueAmt

Buildings BuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$485,836,069OtherCostOrOtherBasisAmt
Depreciation$224,876,055DepreciationAmt
Book Value$260,960,014BookValueAmt

Equipment EquipmentGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$52,788,530OtherCostOrOtherBasisAmt
Depreciation$41,906,782DepreciationAmt
Book Value$10,881,748BookValueAmt

Other Land Buildings OtherLandBuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$51,702,244OtherCostOrOtherBasisAmt
Depreciation$1,071,264DepreciationAmt
Book Value$50,630,980BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$349,649,387TotalBookValueLandBuildingsAmt

Other Securities OtherSecuritiesGrp (7 entries)

DescDescBook ValueBookValueAmtMethod ValuationMethodValuationCd
Closely-held equity interests
Financial derivatives
PRIVATE EQUITY$86,825,464F
EQUITY FUNDS$62,703,238F
HEDGE FDS: MULTI-STRATEGY FDS$36,713,660F
HEDGE FDS: LONG/SHORT$9,913,219F
OTHER$796,876F
FieldValueIRS element (for citing)
Total Book Value Securities$196,952,457TotalBookValueSecuritiesAmt

Other Liabilities Org OtherLiabilitiesOrgGrp (8 entries)

DescDescAmtAmt
Federal Income Taxes
OPERATING LEASE LIABILITY$6,245,065
ASSET RETIREMENT OBLIGATION$3,496,682
PERKINS LOAN FUND$866,733
TENANT IMPROVEMENT ALLOWANCE$801,322
DINING ADVANCE$379,571
ANNUITY LIABILITY$258,818
POOLED INCOME LIABILITY$7,848
FieldValueIRS element (for citing)
Total Liability$12,056,039TotalLiabilityAmt
Footnote TextYes (X)FootnoteTextInd
Total Rev Etc Audited Fincl Stmt$244,434,562TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst$18,248,033NetUnrealizedGainsInvstAmt
Other Revenue$0OtherRevenueAmt
Revenue Not Reported$18,248,033RevenueNotReportedAmt
Revenue Subtotal$226,186,529RevenueSubtotalAmt
Investment Expenses Not Incld$2,354,473InvestmentExpensesNotIncldAmt
Other Revenues Not Included$140,405,804OtherRevenuesNotIncludedAmt
Revenue Not Reported Fincl Stmt$142,760,277RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990$368,946,806TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$223,039,286TotExpnsEtcAuditedFinclStmtAmt
Other Expenses Included$636,410OtherExpensesIncludedAmt
Expenses Not Reported$636,410ExpensesNotReportedAmt
Expenses Subtotal$222,402,876ExpensesSubtotalAmt
Investment Expenses Not Incld2$2,354,473InvestmentExpensesNotIncld2Amt
Other Expenses Not Included$141,971,452OtherExpensesNotIncludedAmt
Expenses Not Rpt Fincl Stmt$144,325,925ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990$366,728,801TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail (5 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Schedule D, Part V, Line 4 Intended uses of endowment fundsTHE UNIVERSITY'S ENDOWMENT FUND HELPS PROVIDE AFFORDABLE EDUCATION TO STUDENTS BY PROVIDING FUNDS FOR FINANCIAL AID AND BY SUPPORTING THE OPERATIONS OF THE UNIVERSITY.
Schedule D, Part X, Line 2 FIN 48 (ASC 740) footnoteTHE UNIVERSITY IS QUALIFIED AS A NOT-FOR-PROFIT ORGANIZATION UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE, AS AMENDED. ACCORDINGLY, THE UNIVERSITY IS NOT SUBJECT TO INCOME TAXES EXCEPT TO THE EXTENT IT HAS TAXABLE INCOME FROM ACTIVITIES THAT ARE NOT RELATED TO ITS EXEMPT PURPOSE. NO PROVISION FOR INCOME TAXES WAS REQUIRED FOR FISCAL YEARS 2024 OR 2023. ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA REQUIRE MANAGEMENT TO EVALUATE TAX POSITIONS TAKEN BY THE UNIVERSITY AND RECOGNIZE A TAX LIABILITY (OR ASSET) IF THE UNIVERSITY HAS TAKEN AN UNCERTAIN TAX POSITION THAT MORE LIKELY THAN NOT WOULD NOT BE SUSTAINED UPON EXAMINATION BY THE IRS. MANAGEMENT HAS ANALYZED THE TAX POSITIONS TAKEN BY THE UNIVERSITY, AND HAS CONCLUDED THAT AS OF MAY 31, 2024, THERE ARE NO UNCERTAIN POSITIONS TAKEN OR EXPECTED TO BE TAKEN THAT WOULD REQUIRE RECOGNITION OF A LIABILITY (OR ASSET) OR DISCLOSURE IN THE FINANCIAL STATEMENTS. THE UNIVERSITY IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS; THERE ARE CURRENTLY NO TAX AUDITS OF THE FINANCIAL STATEMENTS FOR ANY TAX PERIODS IN PROGRESS.
Schedule D, Part XI, Line 4(b) Other revenues in form 990 not in audited financial statementsFINANCIAL AID - XXX-XX-XXXX DIRECT FUNDRAISING EXPENSE - -636410 Change in value of split interest agreements - -913085 Change in fair value of cash surrender values - -16153
Schedule D, Part XII, Line 2(d) Other expenses in audited financial statements not in form 990DIRECT FUNDRAISING EXPENSE - 636410
Schedule D, Part XII, Line 4(b) Other expenses in form 990 not in audited financial statementsFINANCIAL AID EXPENSE - XXX-XX-XXXX

Schedule E IRS990ScheduleE

FieldValueIRS element (for citing)
Nondiscriminatory Policy StmtYes (true)NondiscriminatoryPolicyStmtInd
Policy Stmt In Brochures EtcYes (true)PolicyStmtInBrochuresEtcInd
Plcy Pblczd Via Broadcast MediaYes (true)PlcyPblczdViaBroadcastMediaInd
Maintain Racial Comp RecsYes (true)MaintainRacialCompRecsInd
Maintain Scholarships RecsYes (true)MaintainScholarshipsRecsInd
Maintain Cpy Of Brochures EtcYes (true)MaintainCpyOfBrochuresEtcInd
Maintain Cpy Of All SolYes (true)MaintainCpyOfAllSolInd
Discriminate Race Stdnts RghtsfalseDiscriminateRaceStdntsRghtsInd
Discriminate Race Admiss PlcyfalseDiscriminateRaceAdmissPlcyInd
Discriminate Race Emplm FcultyfalseDiscriminateRaceEmplmFcultyInd
Discriminate Race SchsfalseDiscriminateRaceSchsInd
Discriminate Race Educ PlcyfalseDiscriminateRaceEducPlcyInd
Discriminate Race Use Of FcltsfalseDiscriminateRaceUseOfFcltsInd
Discriminate Race Athlt ProgfalseDiscriminateRaceAthltProgInd
Discriminate Race Other ActyfalseDiscriminateRaceOtherActyInd
Government Financial Aid RcvdYes (true)GovernmentFinancialAidRcvdInd
Government Financial Aid RvkdfalseGovernmentFinancialAidRvkdInd
Compliance With Rev Proc7550Yes (true)ComplianceWithRevProc7550Ind

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Schedule E, Part I, Line 3 RACIALLY NONDISCRIMINATORY POLICYLOYOLA UNIVERSITY MARYLAND DOES NOT DISCRIMINATE ON THE BASIS OF RACE, SEX, COLOR, NATIONAL OR ETHNIC ORIGIN, AGE, RELIGION, DISABILITY, MARITAL STATUS, SEXUAL ORIENTATION, GENDER IDENTITY, GENETIC INFORMATION, MILITARY STATUS, OR ANY OTHER LEGALLY PROTECTED CLASSIFICATION IN THE ADMINISTRATION OF ANY OF ITS EDUCATIONAL PROGRAMS AND ACTIVITIES OR WITH RESPECT TO ADMISSION OR EMPLOYMENT. THE DESIGNATED COMPLIANCE OFFICER TO ENSURE COMPLIANCE WITH TITLE IX OF THE EDUCATION AMENDMENTS OF 1972, AS AMENDED, IS DAVID TISCIONE, DIRECTOR TITLE IX COMPLIANCE AND ASSESSMENT, 4501 N. CHARLES STREET, JENKINS RM 105B, 410-617-2763, DMTISCIONE@LOYOLA.EDU. THE COORDINATOR TO ENSURE COMPLIANCE WITH SECTION 504 OF THE REHABILITATION ACT OF 1973, AS AMENDED, IS DAVID TISCIONE, DIRECTOR TITLE IX COMPLIANCE AND ASSESSMENT, 4501 N. CHARLES STREET, JENKINS RM 105B, 410-617-2763, DMTISCIONE@LOYOLA.EDU. LOYOLA UNIVERSITY IS AUTHORIZED UNDER FEDERAL LAW TO ENROLL NON-IMMIGRANT, ALIEN STUDENTS. THIS PUBLICATION DOES NOT CONSTITUTE AN EXPRESS OR IMPLIED CONTRACT. LOYOLA RESERVES THE RIGHT TO AMEND OR RESCIND THIS PUBLICATION AT ANY TIME.
Schedule E, Part I, Line 6(a) FINANCIAL AID OR ASSISTANCE FROM A GOVERNMENTLOYOLA UNIVERSITY MARYLAND PARTICIPATES IN THE FOLLOWING FEDERAL STUDENT FINANCIAL AID PROGRAMS: FEDERAL PELL GRANT, FEDERAL SUPPLEMENTAL EDUCATIONAL OPPORTUNITY GRANT (FSEOG), FEDERAL WORK-STUDY, FEDERAL DIRECT STUDENT LOANS (SUBSIDIZED AND UNSUBSIDIZED), FEDERAL DIRECT PARENT PLUS LOAN, TEACH GRANT AND DVA YELLOW RIBBON GRANT.

Schedule F IRS990ScheduleF

FieldValueIRS element (for citing)
Grant Records MaintainedYes (true)GrantRecordsMaintainedInd

Account Activities Outside US AccountActivitiesOutsideUSGrp (14 entries)

RegionRegionTxtOfficesOfficesCntEmployeeEmployeeCntType Of Activities ConductedTypeOfActivitiesConductedTxtRegion Total ExpendituresRegionTotalExpendituresAmtSpecific Services ProvidedSpecificServicesProvidedTxt
Central America and the Caribbean00Investments$55,815,972
East Asia and the Pacific02Program Services$481,446International Studies
Central America and the Caribbean00Program Services$83,250International Studies
Europe (Including Iceland and Greenland)25Program Services$5,721,115International Studies
Middle East and North Africa00Program Services$6,501International Studies
Sub-Saharan Africa00Program Services$241,181International Studies
Central America and the Caribbean00Program Services$282,700Financial Aid
East Asia and the Pacific00Program Services$430,784Financial Aid
Europe (Including Iceland and Greenland)00Program Services$1,192,615Financial Aid
Middle East and North Africa00Program Services$101,499Financial Aid
North America (Canada & Mexico only)00Program Services$634,542Financial Aid
South America00Program Services$211,200Financial Aid
South Asia00Program Services$192,000Financial Aid
Sub-Saharan Africa00Program Services$162,200Financial Aid
FieldValueIRS element (for citing)
Subtotal Offices2SubtotalOfficesCnt
Subtotal Employees7SubtotalEmployeesCnt
Continuation Total Office0ContinuationTotalOfficeCnt
Continuation Total Employee0ContinuationTotalEmployeeCnt
Total Office2TotalOfficeCnt
Total Employee7TotalEmployeeCnt
Subtotal Spent$65,557,005SubtotalSpentAmt
Continuation Spent$0ContinuationSpentAmt
Total Spent$65,557,005TotalSpentAmt

Foreign Individuals Grants ForeignIndividualsGrantsGrp (8 entries)

Type Of AssistanceTypeOfAssistanceTxtRegionRegionTxtRecipientRecipientCntCash GrantCashGrantAmtDescription Of Non Cash AsstDescriptionOfNonCashAsstTxtValuation Method UsedValuationMethodUsedDesc
Financial AssistanceCentral America and the Caribbean9$282,700Financial AidFMV
Financial AssistanceEast Asia and the Pacific9$430,784Financial AidFMV
Financial AssistanceEurope (Including Iceland and Greenland)19$1,192,615Financial AidFMV
Financial AssistanceMiddle East and North Africa2$101,499Financial AidFMV
Financial AssistanceNorth America (Canada & Mexico only)8$634,542Financial AidFMV
Financial AssistanceSouth America5$211,200Financial AidFMV
Financial AssistanceSouth Asia6$192,000Financial AidFMV
Financial AssistanceSub-Saharan Africa4$162,200Financial AidFMV
FieldValueIRS element (for citing)
Transfer To Foreign CorpYes (true)TransferToForeignCorpInd
Interest In Foreign TrustfalseInterestInForeignTrustInd
Foreign Corp OwnershipYes (true)ForeignCorpOwnershipInd
Passive Foreign Investmest CoYes (true)PassiveForeignInvestmestCoInd
Foreign PartnershipYes (true)ForeignPartnershipInd
Boycott CountriesfalseBoycottCountriesInd

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferenceSchedule F, Part I, Line 2 Procedures for monitoring use of grant fundsFormAndLineReferenceDesc
ExplanationALL FINANCIAL AID IS APPLIED DIRECTLY TO THE STUDENTS' OUTSTANDING RECEIVABLE BALANCES. NO CASH IS PHYSICALLY TRANSMITTED. CREDIT BALANCES THAT RESULT FROM FEDERAL STUDENT AND PARENT LOAN PROCEEDS ARE DISTRIBUTED TO THE BORROWER WITHIN THE SPECIFIED TIME FRAME REQUIRED BY THE REGULATIONS GOVERNING THESE PROGRAMS. ELIGIBILITY FOR NEED-BASED GRANTS, LOANS, AND WORK-STUDY FORMS OF FEDERAL STUDENT AID IS DETERMINED USING THE RESULTS OF THE FEDERAL METHODOLOGY NEED ANALYSIS FORMULA. STUDENT AID AWARDED FROM BOTH FEDERAL AND INSTITUTIONAL SOURCES ARE MONITORED CONTINUOUSLY THROUGHOUT THE FISCAL YEAR USING VARIOUS BUDGET STATUS REPORTS, STUDENT ACCOUNT STATUS REPORTS, AND DEFERRAL AND INSTITUTIONAL PROGRAM RECONCILIATION REPORTS.ExplanationTxt

Schedule G IRS990ScheduleG

FieldValueIRS element (for citing)
Mail SolicitationsYes (X)MailSolicitationsInd
Email SolicitationsYes (X)EmailSolicitationsInd
Phone SolicitationsYes (X)PhoneSolicitationsInd
In Person SolicitationsYes (X)InPersonSolicitationsInd
Solicitation Of Non Govt GrantsYes (X)SolicitationOfNonGovtGrantsInd
Solicitation Of Govt GrantsYes (X)SolicitationOfGovtGrantsInd
Special Fundraising EventsYes (X)SpecialFundraisingEventsInd
Agrmt Prof Fundraising ActyYes (true)AgrmtProfFundraisingActyInd

Fundraiser Activity Info FundraiserActivityInfoGrp (2 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdActivityActivityTxtFundraiser Control Of FundsFundraiserControlOfFundsIndGross ReceiptsGrossReceiptsAmtRetained By ContractorRetainedByContractorAmtNet To OrganizationNetToOrganizationAmt
EAB
11011 W Broad StGlen AllenVA23060Fundraisingfalse$1,193,057$71,325$1,121,732
CCS Fundraising
100 East Pratt StreetBaltimoreMD21202Advisoryfalse$0$363,593-$363,593
FieldValueIRS element (for citing)
Total Gross Receipts$1,193,057TotalGrossReceiptsAmt
Total Retained By Contractors$434,918TotalRetainedByContractorsAmt
Total Net To Organization$758,139TotalNetToOrganizationAmt
Licensed StatesCALicensedStatesCd
Licensed StatesCOLicensedStatesCd
Licensed StatesCTLicensedStatesCd
Licensed StatesDCLicensedStatesCd
Licensed StatesFLLicensedStatesCd
Licensed StatesGALicensedStatesCd
Licensed StatesALLicensedStatesCd
Licensed StatesHILicensedStatesCd
Licensed StatesILLicensedStatesCd
Licensed StatesKSLicensedStatesCd
Licensed StatesKYLicensedStatesCd
Licensed StatesLALicensedStatesCd
Licensed StatesMELicensedStatesCd
Licensed StatesAKLicensedStatesCd
Licensed StatesMDLicensedStatesCd
Licensed StatesMALicensedStatesCd
Licensed StatesMILicensedStatesCd
Licensed StatesMNLicensedStatesCd
Licensed StatesMSLicensedStatesCd
Licensed StatesNVLicensedStatesCd
Licensed StatesNHLicensedStatesCd
Licensed StatesNJLicensedStatesCd
Licensed StatesNMLicensedStatesCd
Licensed StatesNYLicensedStatesCd
Licensed StatesNCLicensedStatesCd
Licensed StatesNDLicensedStatesCd
Licensed StatesOHLicensedStatesCd
Licensed StatesOKLicensedStatesCd
Licensed StatesORLicensedStatesCd
Licensed StatesPALicensedStatesCd
Licensed StatesRILicensedStatesCd
Licensed StatesSCLicensedStatesCd
Licensed StatesTNLicensedStatesCd
Licensed StatesUTLicensedStatesCd
Licensed StatesVALicensedStatesCd
Licensed StatesARLicensedStatesCd
Licensed StatesWALicensedStatesCd
Licensed StatesWVLicensedStatesCd
Licensed StatesWILicensedStatesCd

Fundraising Event Information FundraisingEventInformationGrp

FieldValueIRS element (for citing)
Event1Business LeaderEvent1Nm
Gross Receipts Event1$313,000GrossReceiptsEvent1Amt
Charitable Contri Event1$188,750CharitableContriEvent1Amt
Gross Revenue Event1$124,250GrossRevenueEvent1Amt
Rent Facility Costs Event1$138,736RentFacilityCostsEvent1Amt
Entertainment Event1$12,628EntertainmentEvent1Amt
Other Direct Expenses Event1$96,209OtherDirectExpensesEvent1Amt
Event2Golf InvitationalEvent2Nm
Gross Receipts Event2$162,950GrossReceiptsEvent2Amt
Charitable Contri Event2$97,300CharitableContriEvent2Amt
Gross Revenue Event2$65,650GrossRevenueEvent2Amt
Food And Beverage Event2$92,833FoodAndBeverageEvent2Amt
Entertainment Event2$13,615EntertainmentEvent2Amt
Other Direct Expenses Event2$22,898OtherDirectExpensesEvent2Amt
Other Events Total1OtherEventsTotalCnt
Gross Receipts Other Events$144,778GrossReceiptsOtherEventsAmt
Charitable Contri Other Events$6,525CharitableContriOtherEventsAmt
Gross Revenue Other Events$138,253GrossRevenueOtherEventsAmt
Rent Fclty Costs Other Events$56,495RentFcltyCostsOtherEventsAmt
Food And Beverage Other Events$171,124FoodAndBeverageOtherEventsAmt
Entertainment Other Events$15,923EntertainmentOtherEventsAmt
Oth Direct Expnss Other Events$15,949OthDirectExpnssOtherEventsAmt
Gross Receipts Total$620,728GrossReceiptsTotalAmt
Charitable Contributions Tot$292,575CharitableContributionsTotAmt
Gross Revenue Total Events$328,153GrossRevenueTotalEventsAmt
Rent Fclty Costs Total Events$195,231RentFcltyCostsTotalEventsAmt
Food And Beverage Total Events$263,957FoodAndBeverageTotalEventsAmt
Entertainment Total Events$42,166EntertainmentTotalEventsAmt
Oth Direct Expnss Total Events$135,056OthDirectExpnssTotalEventsAmt
Direct Expense Summary Events$636,410DirectExpenseSummaryEventsAmt
Net Income Summary-$308,257NetIncomeSummaryAmt

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferenceSchedule G, Part I, Line 2b(v) payment of fees or payment of expensesFormAndLineReferenceDesc
ExplanationEAB-1193057;CCS FUNDRAISING-0;ExplanationTxt

Schedule I IRS990ScheduleI

FieldValueIRS element (for citing)
Grant Records MaintainedYes (true)GrantRecordsMaintainedInd

Recipient Table RecipientTable

Recipient Business Name RecipientBusinessName

FieldValueIRS element (for citing)
Business Name Line1THE LOYOLA NOTRE DAME LIBRARY INCBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line1200 Winston AvenueAddressLine1Txt
CityBaltimoreCityNm
State AbbreviationMDStateAbbreviationCd
ZIP21212ZIPCd
FieldValueIRS element (for citing)
Recipient EIN520881396RecipientEIN
IRC Section501(C)(3)IRCSectionDesc
Cash Grant$20,418CashGrantAmt
Purpose Of GrantCapital ContributionsPurposeOfGrantTxt
FieldValueIRS element (for citing)
Total501c3 Org1Total501c3OrgCnt
Total Other Org0TotalOtherOrgCnt

Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp

FieldValueIRS element (for citing)
Grant TypeFinancial AssistanceGrantTypeTxt
Recipient4092RecipientCnt
Cash Grant$138,763,912CashGrantAmt
Non Cash Assistance$0NonCashAssistanceAmt
Valuation Method UsedFMVValuationMethodUsedDesc
Non Cash AssistanceFinancial AidNonCashAssistanceDesc

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Schedule I, Part I, Line 2GRANTS AND OTHER ASSISTANCE TO INDIVIDUALS IN THE UNITED STATES: ALL FINANCIAL AID IS APPLIED DIRECTLY TO THE STUDENTS' OUTSTANDING RECEIVABLE BALANCE. NO CASH IS PHYSICALLY TRANSMITTED. CREDIT BALANCES THAT RESULT FROM FEDERAL STUDENT AND PARENT LOAN PROCEEDS ARE DISTRIBUTED TO THE BORROWER WITHIN THE SPECIFIED TIME FRAME REQUIRED BY THE REGULATIONS GOVERNING THESE PROGRAMS. ELIGIBILITY FOR NEED-BASED GRANTS, LOANS, AND WORK-STUDY FORMS OF FEDERAL STUDENT AID IS DETERMINED USING THE RESULTS OF THE FEDERAL METHODOLOGY NEED ANALYSIS FORMULA. STUDENT AID AWARDED FROM BOTH FEDERAL AND INSTITUTIONAL SOURCES ARE MONITORED CONTINUOUSLY THROUGHOUT THE FISCAL YEAR USING VARIOUS BUDGET STATUS REPORTS, STUDENT ACCOUNT STATUS REPORTS, AND DEFERRAL AND INSTITUTIONAL PROGRAM RECONCILIATION REPORTS.
Schedule I, Part I, Line 2 Procedures for monitoring use of grant fundsGRANTS AND OTHER ASSISTANCE TO INDIVIDUALS IN THE UNITED STATES: ALL FINANCIAL AID IS APPLIED DIRECTLY TO THE STUDENTS' OUTSTANDING RECEIVABLE BALANCE. NO CASH IS PHYSICALLY TRANSMITTED. CREDIT BALANCES THAT RESULT FROM FEDERAL STUDENT AND PARENT LOAN PROCEEDS ARE DISTRIBUTED TO THE BORROWER WITHIN THE SPECIFIED TIME FRAME REQUIRED BY THE REGULATIONS GOVERNING THESE PROGRAMS. ELIGIBILITY FOR NEED-BASED GRANTS, LOANS, AND WORK-STUDY FORMS OF FEDERAL STUDENT AID IS DETERMINED USING THE RESULTS OF THE FEDERAL METHODOLOGY NEED ANALYSIS FORMULA. STUDENT AID AWARDED FROM BOTH FEDERAL AND INSTITUTIONAL SOURCES ARE MONITORED CONTINUOUSLY THROUGHOUT THE FISCAL YEAR USING VARIOUS BUDGET STATUS REPORTS, STUDENT ACCOUNT STATUS REPORTS, AND DEFERRAL AND INSTITUTIONAL PROGRAM RECONCILIATION REPORTS.

Schedule J IRS990ScheduleJ

FieldValueIRS element (for citing)
Housing Allowance Or ResidenceYes (X)HousingAllowanceOrResidenceInd
Club Dues Or FeesYes (X)ClubDuesOrFeesInd
Written Policy Ref T And E ExpnssYes (true)WrittenPolicyRefTAndEExpnssInd
Substantiation RequiredYes (true)SubstantiationRequiredInd
Compensation CommitteeYes (X)CompensationCommitteeInd
Form990 Of Other OrganizationsYes (X)Form990OfOtherOrganizationsInd
Compensation SurveyYes (X)CompensationSurveyInd
Board Or Committee ApprovalYes (X)BoardOrCommitteeApprovalInd
Severance PaymentYes (true)SeverancePaymentInd
Supplemental Nonqual Rtr PlanfalseSupplementalNonqualRtrPlanInd
Equity Based Comp ArrngmfalseEquityBasedCompArrngmInd
Comp Based On Revenue Of Flng OrgfalseCompBasedOnRevenueOfFlngOrgInd
Comp Bsd On Rev Related OrgsfalseCompBsdOnRevRelatedOrgsInd
Comp Bsd Net Earns Flng OrgfalseCompBsdNetEarnsFlngOrgInd
Comp Bsd Net Earns Rltd OrgsfalseCompBsdNetEarnsRltdOrgsInd
Any Non Fixed PaymentsfalseAnyNonFixedPaymentsInd
Initial Contract ExceptionfalseInitialContractExceptionInd

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (18 entries)

TitleTitleTxtBase Compensation Filing OrgBaseCompensationFilingOrgAmtCompensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmtBonus Filing OrganizationBonusFilingOrganizationAmountBonus Related OrganizationsBonusRelatedOrganizationsAmtOther Compensation Filing OrgOtherCompensationFilingOrgAmtOther Compensation Rltd OrgsOtherCompensationRltdOrgsAmtDeferred Compensation Flng OrgDeferredCompensationFlngOrgAmtDeferred Comp Rltd OrgsDeferredCompRltdOrgsAmtNontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmtNontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmtTotal Compensation Filing OrgTotalCompensationFilingOrgAmtTotal Compensation Rltd OrgsTotalCompensationRltdOrgsAmtComp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmtComp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt
Terrence Sawyer
Trustee & President$524,517$0$0$0$28,151$0$31,050$0$17,065$0$600,783$0$0$0
Amanda Thomas
Former Vice President$198,589$0$0$0$0$0$18,713$0$15,545$0$232,847$0$0$0
Cheryl Moore-Thomas
Vice President$335,758$0$0$0$14,902$0$29,961$0$1,523$0$382,144$0$0$0
Eric Nichols
Vice President$300,763$0$0$0$9,880$0$27,453$0$398$0$338,494$0$0$0
Brian Oakes
Vice President$282,482$0$0$0$8,245$0$25,748$0$8,301$0$324,776$0$0$0
Deborah Cady Melzer
Vice President$250,591$0$0$0$0$0$22,470$0$944$0$274,005$0$0$0
Sean Francis
Interim Vice President$197,591$0$48,277$0$0$0$19,539$0$729$0$266,136$0$0$0
John Coppola
Vice President$217,672$0$0$0$4,623$0$20,345$0$8,076$0$250,716$0$0$0
Stephanie Coldren
Chief of Staff$125,819$0$0$0$0$0$12,172$0$18,180$0$156,171$0$0$0
Bobby Waldrup
Former Dean$194,353$0$0$0$0$0$18,541$0$11,467$0$224,361$0$0$0
Mary Ann Scully
Dean$337,144$0$0$0$0$0$29,961$0$3,217$0$370,322$0$0$0
Afra Hersi
Dean$212,758$0$0$0$0$0$19,998$0$11,255$0$244,011$0$0$0
Francis Golom
Dean$207,949$0$0$0$0$0$18,900$0$10,200$0$237,049$0$0$0
Charles Toomey
Head Coach Men's Lacrosse$394,673$0$0$0$11,091$0$31,050$0$22,774$0$459,588$0$0$0
Donna Woodruff
ASST VP & DIRECTOR ATHLETICS$248,540$0$7,500$0$18,000$0$22,855$0$10,016$0$306,911$0$0$0
Jennifer Adams
Head Coach Women's Lacrosse$242,602$0$8,500$0$12,288$0$22,590$0$10,474$0$296,454$0$0$0
Frank D'Souza
Professor$226,074$0$18,500$0$0$0$20,479$0$877$0$265,930$0$0$0
Tavaras Hardy
Head Coach Men's Basketball$209,534$0$5,000$0$2,779$0$5,817$0$5,777$0$228,907$0$0$0

Supplemental Information Detail SupplementalInformationDetail (3 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Schedule J, Part I, Line 1a Health or social club dues or initiation feesHEALTH OR SOCIAL CLUB DUES: THE FOLLOWING INDIVIDUALS RECEIVED MEMBERSHIPS IN LOCAL COUNTRY CLUBS OR SOCIAL CLUBS AS PART OF THEIR JOB DUTIES WITH THE UNIVERSITY: TERRENCE SAWYER, DONNA WOODRUFF, JOHN COPPOLA, BRIAN OAKES AND ERIC NICHOLS. THE UNIVERSITY TRACKS USAGE OF THESE CLUBS AND REPORTS PERSONAL USE AS TAXABLE INCOME ON THE EMPLOYEES' W-2.
Schedule J, Part I, Line 4a Severance or change-of-control paymentTavaras Hardy - $225,360
Schedule J, Part II, Column (A) Sean FrancisSean Francis served as Interim VP of Finance from September 7, 2024 through March 31, 2025.

Schedule K IRS990ScheduleK

Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp (3 entries)

Bond ReferenceBondReferenceCdBond Issuer EINBondIssuerEINCUSIPCUSIPNumBond IssuedBondIssuedDtIssue PriceIssuePriceAmtPurposePurposeDescDefeasedDefeasedIndOn Behalf Of IssuerOnBehalfOfIssuerIndPool FinancingPoolFinancingInd
MD HEALTH AND HIGHER EDUC FACILITIES AUTHORITY
A520936091574218RY12014-10-30$63,876,1162014-REFUNDINGfalsefalsefalse
MD HEALTH AND HIGHER EDUC FACILITIES AUTHORIT
B5209360915742185T62019-12-19$51,355,2562019A-2012B REFINANCING AND CONSTRUCTION COSTSfalsefalsefalse
MD HEALTH AND HIGHER EDUC FACILITIES AUTHORITY
C52093609157421CGZ12025-01-29$91,696,6542014 Refinancing and Construction Costsfalsefalsefalse

Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp (3 entries)

Bond ReferenceBondReferenceCdRetiredRetiredAmtTotal ProceedsTotalProceedsAmtIssuance Costs From ProceedsIssuanceCostsFromProceedsAmtOther Spent ProceedsOtherSpentProceedsAmtSubstantial CompletionSubstantialCompletionYrRefunding Tax Exempt BondsRefundingTaxExemptBondsIndRefunding Taxable BondsRefundingTaxableBondsIndFinal Allocation MadeFinalAllocationMadeIndAdequate Books And Rec MaintAdequateBooksAndRecMaintIndCapital ExpendituresCapitalExpendituresAmtCapitalized InterestCapitalizedInterestAmtUnspentUnspentAmt
A$27,930,000$63,876,116$567,776$63,308,3402006falseYes (true)Yes (true)Yes (true)
B$15,755,000$51,574,784$378,496$23,930,0002022Yes (true)falsefalseYes (true)$27,266,288
C$92,221,765$769,437$28,393,622Yes (true)falsefalseYes (true)$27,861,534$502,445$34,694,727

Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp (3 entries)

Bond ReferenceBondReferenceCdOwning Bond Financed PropertyOwningBondFinancedPropertyIndAny Lease ArrangementsAnyLeaseArrangementsIndMgmt Contract Bond Fincd PropMgmtContractBondFincdPropIndEngage Bond Counsel ContractsEngageBondCounselContractsIndAny Research AgreementsAnyResearchAgreementsIndEngage Bond Counsel ResearchEngageBondCounselResearchIndPrivate Bus Use By OthersPrivateBusUseByOthersPctPrivate Bus Concerning UBIPrivateBusConcerningUBIPctTotal Private Business UseTotalPrivateBusinessUsePctBond Iss Meet Prvt Sec Pymt TestBondIssMeetPrvtSecPymtTestIndChange In Use Bond Financed PropChangeInUseBondFinancedPropIndChange In Use Bond Financed PropChangeInUseBondFinancedPropPctRemedial Action TakenRemedialActionTakenIndProcs Nonqualified Bond RemdtdProcsNonqualifiedBondRemdtdInd
AfalsefalseYes (true)Yes (true)falsefalse0.00100.001falsefalse0falseYes (true)
BfalsefalseYes (true)Yes (true)falsefalse0.000.0falsefalse0falseYes (true)
CfalsefalseYes (true)Yes (true)falsefalse0.000.0falsefalse0falseYes (true)

Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp (3 entries)

Bond ReferenceBondReferenceCdForm8038 T FiledForm8038TFiledIndRebate Not Due YetRebateNotDueYetIndException To RebateExceptionToRebateIndNo Rebate DueNoRebateDueIndVariable Rate IssueVariableRateIssueIndHedge Identified In Bks And RecHedgeIdentifiedInBksAndRecIndTerm Of HedgeTermOfHedgePctSuperintegrated HedgeSuperintegratedHedgeIndHedge TerminatedHedgeTerminatedIndGross Proceeds Invested In GICGrossProceedsInvestedInGICIndTerm Of GICTermOfGICPctRegulatory Safe Harbor StsfdRegulatorySafeHarborStsfdIndGross Proceeds InvestedGrossProceedsInvestedIndWritten Proc To Monitor ReqsWrittenProcToMonitorReqsInd
AfalsefalsefalseYes (true)falsefalse0falsefalsefalse0falsefalseYes (true)
BfalsefalsefalseYes (true)falsefalse0falsefalsefalse0falsefalseYes (true)
CfalseYes (true)falsefalsefalsefalse0falsefalsefalse0falsefalseYes (true)

Procedures Corrective Action ProceduresCorrectiveActionGrp (3 entries)

Bond ReferenceBondReferenceCdProcedures Corrective ActionProceduresCorrectiveActionInd
AYes (true)
BYes (true)
CYes (true)

Supplemental Information Detail SupplementalInformationDetail (8 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Schedule K, Part I, Column (f) Row ATHE PURPOSE OF THE ISSUE WAS THE REFUNDING OF AN ISSUE DATED 1/04/2006.
Schedule K, Part I, Column (f) Row BThe purpose of the issue was the refunding of an issue dated 12/03/2014 and financing construction and renovation of academic buildings and various other capital projects.
Schedule K, Part II, Line 11 Column ATHE OTHER SPENT PROCEEDS ARE THE REFUNDING PROCEEDS OF THE ISSUE THAT ARE NO LONGER IN ESCROW.
Schedule K, Part II, Line 11 Column BTHE OTHER SPENT PROCEEDS ARE THE REFUNDING PROCEEDS OF THE ISSUE THAT ARE NO LONGER IN ESCROW.
Schedule K, Part IV, Line 2c Column AA REBATE CALCULATION WAS PERFORMED ON OCTOBER 3, 2019 WITH NO REBATE LIABILITY BEING DUE.
Schedule K, Part IV, Line 2c Column BA REBATE CALCULATION WAS PERFORMED ON October 1, 2024 WITH NO REBATE LIABILITY BEING DUE.
Schedule K, Part I, Column (f) Row CThe purpose of the issue was the partial refunding of an issue dated 10/30/2014 and financing a portion of the costs of acquisition, construction, renovation and equipping of certain facilities for the Institution.
Schedule K, Part II, Line 11 Column CThe other spent proceeds are the refunding proceeds of the issue that are no longer in escrow.

Schedule L IRS990ScheduleL

Grnt Asst Bnft Interested Prsn GrntAsstBnftInterestedPrsnGrp

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1Related to Substantial ContributorBusinessNameLine1Txt
FieldValueIRS element (for citing)
Relationship With OrgEmployeeRelationshipWithOrgTxt
Cash Grant$28,575CashGrantAmt
Type Of AssistanceFinancial AidTypeOfAssistanceTxt
Assistance PurposeUG Tuition RemissionAssistancePurposeTxt

Supplemental Information Detail SupplementalInformationDetail (5 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Schedule L, Part III, Column (a)Name of Person: Related to Substantial Contributor
Schedule L, Part III, Column (b)Relationship between Interested Person and Organization: Employee
Schedule L, Part III, Column (c)Amount of Grant: $28,575
Schedule L, Part III, Column (d)Type of Assistance: Financial Aid
Schedule L, Part III, Column (e)Purpose of Assistance: UG Tuition Remission

Schedule M IRS990ScheduleM

Works Of Art WorksOfArtGrp

FieldValueIRS element (for citing)
Contribution8ContributionCnt
Noncash Contributions Rpt F990$9,850NoncashContributionsRptF990Amt
Method Of Determining RevenuesMarket valueMethodOfDeterminingRevenuesTxt

Securities Publicly Traded SecuritiesPubliclyTradedGrp

FieldValueIRS element (for citing)
Contribution27ContributionCnt
Noncash Contributions Rpt F990$521,867NoncashContributionsRptF990Amt
Method Of Determining RevenuesMarket valueMethodOfDeterminingRevenuesTxt

Other Non Cash Contri Table OtherNonCashContriTableGrp

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
DescMealsDesc
Contribution3ContributionCnt
Noncash Contributions Rpt F990$3,422NoncashContributionsRptF990Amt
Method Of Determining RevenuesMarket valueMethodOfDeterminingRevenuesTxt
FieldValueIRS element (for citing)
Form8283 Received0Form8283ReceivedCnt
Any Property That Must Be HeldfalseAnyPropertyThatMustBeHeldInd
Review Process Unusual NC GiftsYes (true)ReviewProcessUnusualNCGiftsInd
Third Parties UsedfalseThirdPartiesUsedInd

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (8 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Form 990, Part III, Line 4a-4c Description of program services(Expenses $ 3,173,348 including grants of $ 20,418) RESEARCH AND DEVELOPMENT AND PUBLIC SERVICE PRGMS
Form 990, Part VI, Line 11b Review of form 990 by governing bodyPRIOR TO FILING, THE FORM 990 IS REVIEWED BY THE VICE PRESIDENT FOR FINANCE AND AN INDEPENDENT TAX ACCOUNTANT AT KPMG. ALL MEMBERS OF THE BOARD OF TRUSTEES ARE PROVIDED AN ELECTRONIC COPY OF THE COMPLETE FORM. THE FORM IS FILED AFTER ALL COMMENTS FROM THE BOARD OF TRUSTEES ARE ADDRESSED.
Form 990, Part VI, Line 12c Conflict of interest policyEACH BOARD MEMBER IS REQUIRED TO COMPLETE AND FILE WITH THE SECRETARY OF THE UNIVERSITY, ON OR BEFORE SEPTEMBER 1 OF EACH YEAR, INFORMATION ABOUT POSSIBLE BENEFICIAL OR ADVERSE INTERESTS AFFECTING LOYOLA UNIVERSITY MARYLAND, INCLUDING INTERESTS OF IMMEDIATE FAMILY MEMBERS AND ORGANIZATIONS IN WHICH THE BOARD MEMBER (OR MEMBER OF HIS OR HER FAMILY) HAS A SIGNIFICANT MANAGEMENT FUNCTION OR SIGNIFICANT OWNERSHIP INTEREST. UNIVERSITY ADMINISTRATORS ARE REQUIRED TO ACT IN WAYS CONSISTENT WITH THEIR FIDUCIARY RESPONSIBILITIES TO THE UNIVERSITY. IF A UNIVERSITY ADMINISTRATOR BELIEVES THAT HE OR SHE MAY HAVE A CONFLICT OF INTEREST, THE ADMINISTRATOR SHALL PROMPTLY FULLY DISCLOSE THE CONFLICT TO THE PRESIDENT OF THE UNIVERSITY AND SHALL REFRAIN FROM PARTICIPATION IN ANY WAY IN THE MATTER TO WHICH THE CONFLICT RELATES UNTIL THE QUESTION HAS BEEN RESOLVED. THE PRESIDENT SHALL CONSULT WITH UNIVERSITY COUNSEL REGARDING ALL CONFLICT QUESTIONS OF WHICH HE IS INFORMED AND SHALL REPORT REGULARLY TO THE BOARD OF TRUSTEES ANY UNRESOLVED CONFLICT QUESTIONS.
Form 990, Part VI, Line 15a Process to establish compensation of top management officialTERRENCE J. SAWYER WAS APPOINTED AS THE NEW PRESIDENT OF THE UNIVERSITY EFFECTIVE JANUARY 1, 2022. AN INDEPENDENT SEARCH CONSULTANT WAS RETAINED FOR THE SEARCH. SALARY DATA OF COMPARABLE AJCU (ASSOCIATION OF JESUIT COLLEGES AND UNIVERSITIES) INSTITUTIONS WAS USED IN THE DETERMINATION OF THE PRESIDENT'S SALARY RANGE. THE ORGANIZATION AND EXECUTIVE COMPENSATION COMMITTEE OF THE BOARD OF TRUSTEES IS RESPONSIBLE FOR SETTING SENIOR ADMINISTRATION'S ANNUAL COMPENSATION. SALARIES ARE REVIEWED BASED UPON JOB ANALYSIS, MARKET CONDITIONS, AND PERFORMANCE. RECORDS OF THE MEETINGS ARE MAINTAINED BY THE ASSISTANT SECRETARY OF THE BOARD.
Form 990, Part VI, Line 15b Process to establish compensation of other employeesFOR OFFICERS OTHER THAN THE PRESIDENT AND FOR KEY EMPLOYEES, AN INDEPENDENT SEARCH CONSULTANT WAS RETAINED FOR EACH SEARCH. SALARY DATA OF COMPARABLE AJCU (ASSOCIATION OF JESUIT COLLEGES AND UNIVERSITIES) INSTITUTIONS WAS USED IN THE DETERMINATION OF THE SALARY RANGE. THE INDEPENDENT SEARCH CONSULTANT ASSISTED WITH THE SETTING OF AN APPROPRIATE SALARY, WITH CONSIDERATION TO THE POSITION RESPONSIBILITIES AND THE MARKET. THE ORGANIZATION AND EXECUTIVE COMPENSATION COMMITTEE OF THE BOARD OF TRUSTEES IS RESPONSIBLE FOR SETTING SENIOR ADMINISTRATION'S ANNUAL COMPENSATION. SALARIES ARE REVIEWED BASED UPON JOB ANALYSIS, MARKET CONDITIONS, AND PERFORMANCE. RECORDS OF THE MEETINGS ARE MAINTAINED BY THE ASSISTANT SECRETARY OF THE BOARD.
Form 990, Part VI, Line 19 Required documents available to the publicTHE AUDITED FINANCIAL STATEMENTS AND THE FORM 990 ARE ON THE UNIVERSITY'S EXTERNAL WEBSITE. GOVERNING DOCUMENTS AND THE CONFLICT OF INTEREST POLICY ARE NOT AVAILABLE TO THE GENERAL PUBLIC.
Form 990, Part VIII, Line 2f Other Program Service Revenue- Total Revenue: 1567297, Related or Exempt Function Revenue: 1567297, Unrelated Business Revenue: , Revenue Excluded from Tax Under Sections 512, 513, or 514: ;
Form 990, Part XI, Line 9 Other changes in net assets or fund balancesCHANGE IN FAIR VALUE OF SPLIT INTEREST AGREEMENTS - 913087; CHANGE IN FAIR VALUE OF CASH SURRENDER VALUE - 16151; Total - 929238;

Schedule R IRS990ScheduleR

Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp

Disregarded Entity Name DisregardedEntityName

FieldValueIRS element (for citing)
Business Name Line1THE LOYOLA NOTRE DAME LIBRARY INCBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line1200 WINSTON AVENUEAddressLine1Txt
CityBALTIMORECityNm
State AbbreviationMDStateAbbreviationCd
ZIP21212ZIPCd
FieldValueIRS element (for citing)
EIN520881396EIN
Primary ActivitiesLIBRARYPrimaryActivitiesTxt
Legal Domicile StateMDLegalDomicileStateCd
Exempt Code Section501(c)(3)ExemptCodeSectionTxt

Direct Controlling Entity Name DirectControllingEntityName

FieldValueIRS element (for citing)
Business Name Line1NABusinessNameLine1Txt
FieldValueIRS element (for citing)
Controlled OrganizationfalseControlledOrganizationInd

Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp

Related Organization Name RelatedOrganizationName

FieldValueIRS element (for citing)
Business Name Line1POOLED INCOME FUND-1BusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line14501 N CHARLES STREETAddressLine1Txt
CityBALTIMORECityNm
State AbbreviationMDStateAbbreviationCd
ZIP21210ZIPCd
FieldValueIRS element (for citing)
Primary ActivitiesPOOLED INCOME FDPrimaryActivitiesTxt
Legal Domicile StateMDLegalDomicileStateCd

Direct Controlling Entity Name DirectControllingEntityName

FieldValueIRS element (for citing)
Business Name Line1NABusinessNameLine1Txt
FieldValueIRS element (for citing)
Entity TypeTrustEntityTypeTxt
Controlled OrganizationfalseControlledOrganizationInd
FieldValueIRS element (for citing)
Receipt Of Int Annts Rnts RyltsfalseReceiptOfIntAnntsRntsRyltsInd
Gift Grnt Or Cap Contri To Oth OrgYes (true)GiftGrntOrCapContriToOthOrgInd
Gift Grnt Cap Contri From Oth OrgfalseGiftGrntCapContriFromOthOrgInd
Loans Or Guarantees To Other OrgfalseLoansOrGuaranteesToOtherOrgInd
Loans Or Guarantees From Oth OrgfalseLoansOrGuaranteesFromOthOrgInd
Div Related OrganizationfalseDivRelatedOrganizationInd
Asset Sale To Other OrgfalseAssetSaleToOtherOrgInd
Asset Purchase From Other OrgfalseAssetPurchaseFromOtherOrgInd
Asset ExchangefalseAssetExchangeInd
Rental Of Facilities To Oth OrgfalseRentalOfFacilitiesToOthOrgInd
Rental Of Fclts From Oth OrgfalseRentalOfFcltsFromOthOrgInd
Perform Of Services For Oth OrgfalsePerformOfServicesForOthOrgInd
Perform Of Services By Other OrgfalsePerformOfServicesByOtherOrgInd
Sharing Of FacilitiesfalseSharingOfFacilitiesInd
Paid Employees SharingfalsePaidEmployeesSharingInd
Reimbursement Paid To Other OrgYes (true)ReimbursementPaidToOtherOrgInd
Reimbursement Paid By Other OrgYes (true)ReimbursementPaidByOtherOrgInd
Transfer To Other OrgYes (true)TransferToOtherOrgInd
Transfer From Other OrgfalseTransferFromOtherOrgInd