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
- Form 990
- Schedule A
- Schedule B
- Schedule C
- Schedule D
- Schedule E
- Schedule F
- Schedule G
- Schedule I
- Schedule J
- Schedule K
- Schedule L
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-04-09T12:50:00+00:00 | ReturnTs |
| Tax Period End | 2025-05-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 135565207 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KPMG LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8350 Broad Street Suite 900 | AddressLine1Txt |
| City | McLean | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 22102 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2024-06-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 520591623 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Loyola University Maryland Inc | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | LOYO | BusinessNameControlTxt |
| Phone | 4106172627 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4501 N Charles Street | AddressLine1Txt |
| City | Baltimore | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 212102699 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Kristy Michel | PersonNm |
| Person Title | VP of Finance and Admin. | PersonTitleTxt |
| Phone | 4106175922 | PhoneNum |
| Signature | 2026-04-09 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (true) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Brian Kearns | PreparerPersonNm |
| PTIN | P02061479 | PTIN |
| Phone | 7032868000 | PhoneNum |
| Preparation | 2026-04-09 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990 IRS990
Principal Ofcr Business Name PrincipalOfcrBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Kristy Michel | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4501 N Charles Street | AddressLine1Txt |
| City | Baltimore | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 212102699 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $429,432,434 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.LOYOLA.EDU | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1852 | FormationYr |
| Legal Domicile State | MD | LegalDomicileStateCd |
| Activity Or Mission | LOYOLA 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 Body | 29 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 28 | VotingMembersIndependentCnt |
| Total Employee | 2895 | TotalEmployeeCnt |
| Total Volunteers | 0 | TotalVolunteersCnt |
| Total Gross UBI | $699,092 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $30,598,346 | PYContributionsGrantsAmt |
| CY Contributions Grants | $40,428,584 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $300,929,649 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $300,368,490 | CYProgramServiceRevenueAmt |
| PY Investment Income | $34,998,097 | PYInvestmentIncomeAmt |
| CY Investment Income | $25,780,957 | CYInvestmentIncomeAmt |
| PY Other Revenue | $1,656,767 | PYOtherRevenueAmt |
| CY Other Revenue | $2,368,775 | CYOtherRevenueAmt |
| PY Total Revenue | $368,182,859 | PYTotalRevenueAmt |
| CY Total Revenue | $368,946,806 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $145,153,942 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $141,991,870 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $112,330,439 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $118,547,539 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $619,300 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $434,918 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $5,352,074 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $101,782,857 | PYOtherExpensesAmt |
| CY Other Expenses | $105,754,474 | CYOtherExpensesAmt |
| PY Total Expenses | $359,886,538 | PYTotalExpensesAmt |
| CY Total Expenses | $366,728,801 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $8,296,321 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $2,218,005 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $751,769,929 | TotalAssetsBOYAmt |
| Total Assets EOY | $840,598,430 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $167,911,296 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $235,344,521 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $583,858,633 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $605,253,909 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | LOYOLA 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 Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $231,845,290 | ExpenseAmt |
| Grant | $141,971,452 | GrantAmt |
| Revenue | $237,012,504 | RevenueAmt |
| Desc | INSTRUCTION OF 3,900 UNDERGRADUATE AND 1,000 GRADUATE STUDENTS (4,900 STUDENTS). | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $41,859,609 | ExpenseAmt |
| Revenue | $57,912,064 | RevenueAmt |
| Desc | HOUSING, FOOD SERVICE, AND OTHER STUDENT SERVICES. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $38,067,107 | ExpenseAmt |
| Revenue | $6,787,678 | RevenueAmt |
| Desc | PROVIDING ACADEMIC AND SUPPORT SERVICES TO STUDENTS (4,900 STUDENTS). | Desc |
Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $3,173,348 | ExpenseAmt |
| Grant | $20,418 | GrantAmt |
| Desc | RESEARCH AND DEVELOPMENT AND PUBLIC SERVICE PRGMS | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $3,173,348 | TotalOtherProgSrvcExpenseAmt |
| Total Other Prog Srvc Grant | $20,418 | TotalOtherProgSrvcGrantAmt |
| Total Program Service Expenses | $314,945,354 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (true) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (true) | ScheduleBRequiredInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | Yes (true) | LobbyingActivitiesInd |
| Subject To Proxy Tax | false | SubjectToProxyTaxInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Conservation Easements | false | ConservationEasementsInd |
| Collections Of Art | Yes (true) | CollectionsOfArtInd |
| Credit Counseling | false | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | Yes (true) | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (true) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | Yes (true) | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | false | ReportProgramRelatedInvstInd |
| Report Other Assets | false | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (true) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (true) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (true) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | false | ConsolidatedAuditFinclStmtInd |
| School Operating | Yes (true) | SchoolOperatingInd |
| Foreign Office | Yes (true) | ForeignOfficeInd |
| Foreign Activities | Yes (true) | ForeignActivitiesInd |
| More Than5000 K To Org | false | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | Yes (true) | MoreThan5000KToIndividualsInd |
| Professional Fundraising | Yes (true) | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (true) | FundraisingActivitiesInd |
| Gaming Activities | false | GamingActivitiesInd |
| Operate Hospital | false | OperateHospitalInd |
| Grants To Organizations | Yes (true) | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (true) | GrantsToIndividualsInd |
| Schedule J Required | Yes (true) | ScheduleJRequiredInd |
| Tax Exempt Bonds | Yes (true) | TaxExemptBondsInd |
| Invest Tax Exempt Bonds | false | InvestTaxExemptBondsInd |
| Escrow Account | false | EscrowAccountInd |
| On Behalf Of Issuer | false | OnBehalfOfIssuerInd |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | false | PYExcessBenefitTransInd |
| Loan Outstanding | false | LoanOutstandingInd |
| Grant To Related Person | Yes (true) | GrantToRelatedPersonInd |
| Business Rln With Org Mem | false | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | Yes (true) | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | false | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | Yes (true) | DeductibleNonCashContriInd |
| Deductible Art Contribution | Yes (true) | DeductibleArtContributionInd |
| Terminate Operations | false | TerminateOperationsInd |
| Partial Liquidation | false | PartialLiquidationInd |
| Disregarded Entity | false | DisregardedEntityInd |
| Related Entity | Yes (true) | RelatedEntityInd |
| Related Organization Ctrl Ent | false | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | false | TransactionWithControlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | false | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | false | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (true) | ScheduleORequiredInd |
| Info In Schedule O Part V | Yes (X) | InfoInScheduleOPartVInd |
| IRP Document | 592 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (true) | BackupWthldComplianceInd |
| Employee | 2895 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (true) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | Yes (true) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (true) | Form990TFiledInd |
| Foreign Financial Account | Yes (true) | ForeignFinancialAccountInd |
| Foreign Country | EI | ForeignCountryCd |
| Foreign Country | SP | ForeignCountryCd |
| Foreign Country | TH | ForeignCountryCd |
| Foreign Country | BE | ForeignCountryCd |
| Foreign Country | UK | ForeignCountryCd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | false | TaxablePartyNotificationInd |
| Nondeductible Contributions | false | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | Yes (true) | QuidProQuoContributionsInd |
| Quid Pro Quo Contri Discl | Yes (true) | QuidProQuoContriDisclInd |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | false | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | false | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 29 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 28 | IndependentVotingMemberCnt |
| Family Or Business Rln | false | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | false | DelegationOfMgmtDutiesInd |
| Change To Org Documents | false | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | false | MembersOrStockholdersInd |
| Election Of Board Members | false | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | false | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (true) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (true) | MinutesOfCommitteesInd |
| Officer Mailing Address | false | OfficerMailingAddressInd |
| Local Chapters | false | LocalChaptersInd |
| Policies Reference Chapters | false | PoliciesReferenceChaptersInd |
| Form990 Provided To Gvrn Body | Yes (true) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (true) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (true) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (true) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (true) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (true) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (true) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (true) | CompensationProcessOtherInd |
| Investment In Joint Venture | false | InvestmentInJointVentureInd |
| Written Policy Or Procedure | false | WrittenPolicyOrProcedureInd |
| States Where Copy Of Return Is Fld | MD | StatesWhereCopyOfReturnIsFldCd |
| Own Website | Yes (X) | OwnWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Kristy Michel | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 4106175922 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4501 N CHARLES STREET | AddressLine1Txt |
| City | BALTIMORE | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 212102699 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (55 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Key EmployeeKeyEmployeeInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd | Former Ofcr Director TrusteeFormerOfcrDirectorTrusteeInd |
|---|---|---|---|---|---|---|---|---|---|---|
| Terrence Sawyer | ||||||||||
| Trustee & President | 50.0 | 0.0 | Yes (X) | Yes (X) | $552,668 | $0 | $48,115 | |||
| Ann Doyle | ||||||||||
| Trustee | 0.5 | 0.0 | Yes (X) | $0 | $0 | $0 | ||||
| Arun Subhas | ||||||||||
| Trustee | 0.5 | 0.0 | Yes (X) | $0 | $0 | $0 | ||||
| Carrie Fox | ||||||||||
| Trustee | 0.5 | 0.0 | Yes (X) | $0 | $0 | $0 | ||||
| Christian McNeill | ||||||||||
| Trustee | 0.5 | 0.0 | Yes (X) | $0 | $0 | $0 | ||||
| Daelin Cook | ||||||||||
| Trustee | 0.5 | 0.0 | Yes (X) | $0 | $0 | $0 | ||||
| Daniel Rizzo | ||||||||||
| Trustee | 0.5 | 0.0 | Yes (X) | $0 | $0 | $0 | ||||
| David Metzger | ||||||||||
| Trustee | 0.5 | 0.0 | Yes (X) | $0 | $0 | $0 | ||||
| Elaine Grillo | ||||||||||
| Trustee | 0.5 | 0.0 | Yes (X) | $0 | $0 | $0 | ||||
| Gail Cunningham | ||||||||||
| Trustee | 0.5 | 0.0 | Yes (X) | $0 | $0 | $0 | ||||
| Gerard E Holthaus | ||||||||||
| Trustee | 0.5 | 0.0 | Yes (X) | $0 | $0 | $0 | ||||
| Gerry Geckle | ||||||||||
| Trustee | 0.5 | 0.0 | Yes (X) | $0 | $0 | $0 | ||||
| Gregory Chisholm SJ | ||||||||||
| Trustee | 0.5 | 0.0 | Yes (X) | $0 | $0 | $0 | ||||
| Gregory Kelly | ||||||||||
| Trustee | 0.5 | 0.0 | Yes (X) | $0 | $0 | $0 | ||||
| H Edward Hanway | ||||||||||
| Trustee | 0.5 | 0.0 | Yes (X) | $0 | $0 | $0 | ||||
| James Lambdin | ||||||||||
| Trustee | 0.5 | 0.0 | Yes (X) | $0 | $0 | $0 | ||||
| Jeffrey A Nattans | ||||||||||
| Trustee | 0.5 | 0.0 | Yes (X) | $0 | $0 | $0 | ||||
| JJ Matthews | ||||||||||
| Trustee | 0.5 | 0.0 | Yes (X) | $0 | $0 | $0 | ||||
| Julia Gray | ||||||||||
| Trustee | 0.5 | 0.0 | Yes (X) | $0 | $0 | $0 | ||||
| Katherine Jennings | ||||||||||
| Trustee | 0.5 | 0.0 | Yes (X) | $0 | $0 | $0 | ||||
| Kenneth F Boehl | ||||||||||
| Trustee | 0.5 | 0.0 | Yes (X) | $0 | $0 | $0 | ||||
| KerryAnn O'Meara | ||||||||||
| Trustee | 0.5 | 0.0 | Yes (X) | $0 | $0 | $0 | ||||
| Kevin Gillespie SJ | ||||||||||
| Trustee | 0.5 | 0.0 | Yes (X) | $0 | $0 | $0 | ||||
| Kimberly Ellison-Taylor | ||||||||||
| Trustee | 0.5 | 0.0 | Yes (X) | $0 | $0 | $0 | ||||
| Mark Knott | ||||||||||
| Trustee | 0.5 | 0.0 | Yes (X) | $0 | $0 | $0 | ||||
| Mark Rouchard | ||||||||||
| Trustee | 0.5 | 0.0 | Yes (X) | $0 | $0 | $0 | ||||
| Mary Fanning | ||||||||||
| Trustee | 0.5 | 0.0 | Yes (X) | $0 | $0 | $0 | ||||
| Michael McCarthy SJ | ||||||||||
| Trustee | 0.5 | 0.0 | Yes (X) | $0 | $0 | $0 | ||||
| Michael McFarland SJ | ||||||||||
| Trustee | 0.5 | 0.0 | Yes (X) | $0 | $0 | $0 | ||||
| Paul Eibeler | ||||||||||
| Trustee | 0.5 | 0.0 | Yes (X) | $0 | $0 | $0 | ||||
| Rachael Dugan | ||||||||||
| Trustee | 0.5 | 0.0 | Yes (X) | $0 | $0 | $0 | ||||
| Robert Cawley | ||||||||||
| Trustee | 0.5 | 0.0 | Yes (X) | $0 | $0 | $0 | ||||
| Roger Waesche | ||||||||||
| Trustee | 0.5 | 0.0 | Yes (X) | $0 | $0 | $0 | ||||
| Susan Bloomfield | ||||||||||
| Trustee | 0.5 | 0.0 | Yes (X) | $0 | $0 | $0 | ||||
| Tina Bjarekull | ||||||||||
| Trustee | 0.5 | 0.0 | Yes (X) | $0 | $0 | $0 | ||||
| Walter Doggett | ||||||||||
| Trustee | 0.5 | 0.0 | Yes (X) | $0 | $0 | $0 | ||||
| William Burke | ||||||||||
| Trustee | 0.5 | 0.0 | Yes (X) | $0 | $0 | $0 | ||||
| Brian Oakes | ||||||||||
| Vice President | 50.0 | 0.0 | Yes (X) | $290,727 | $0 | $34,049 | ||||
| Cheryl Moore-Thomas | ||||||||||
| Vice President | 50.0 | 0.0 | Yes (X) | $350,660 | $0 | $31,484 | ||||
| Deborah Cady Melzer | ||||||||||
| Vice President | 50.0 | 0.0 | Yes (X) | $250,591 | $0 | $23,414 | ||||
| Eric Nichols | ||||||||||
| Vice President | 50.0 | 0.0 | Yes (X) | $310,643 | $0 | $27,851 | ||||
| John Coppola | ||||||||||
| Vice President | 50.0 | 0.0 | Yes (X) | $222,295 | $0 | $28,421 | ||||
| Kristy Michel | ||||||||||
| Vice President | 50.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||||
| Sean Francis | ||||||||||
| Interim Vice President | 50.0 | 0.0 | Yes (X) | $245,868 | $0 | $20,268 | ||||
| Stephanie Coldren | ||||||||||
| Chief of Staff | 50.0 | 0.0 | Yes (X) | $125,819 | $0 | $30,352 | ||||
| Afra Hersi | ||||||||||
| Dean | 50.0 | 0.0 | $212,758 | $0 | $31,253 | Yes (X) | ||||
| Francis Golom | ||||||||||
| Dean | 50.0 | 0.0 | $207,949 | $0 | $29,100 | Yes (X) | ||||
| Mary Ann Scully | ||||||||||
| Dean | 50.0 | 0.0 | $337,144 | $0 | $33,178 | Yes (X) | ||||
| Charles Toomey | ||||||||||
| Head Coach Men's Lacrosse | 50.0 | 0.0 | $405,764 | $0 | $53,824 | Yes (X) | ||||
| Donna Woodruff | ||||||||||
| ASST VP & DIRECTOR ATHLETICS | 50.0 | 0.0 | $274,040 | $0 | $32,871 | Yes (X) | ||||
| Frank D'Souza | ||||||||||
| Professor | 50.0 | 0.0 | $244,574 | $0 | $21,356 | Yes (X) | ||||
| Jennifer Adams | ||||||||||
| Head Coach Women's Lacrosse | 50.0 | 0.0 | $263,390 | $0 | $33,064 | Yes (X) | ||||
| Tavaras Hardy | ||||||||||
| Head Coach Men's Basketball | 50.0 | 0.0 | $217,313 | $0 | $11,594 | Yes (X) | ||||
| Amanda Thomas | ||||||||||
| Former Vice President | 50.0 | 0.0 | $198,589 | $0 | $34,258 | Yes (X) | ||||
| Bobby Waldrup | ||||||||||
| Former Dean | 50.0 | 0.0 | $194,353 | $0 | $30,008 | Yes (X) | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $4,905,145 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $554,460 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 237 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | Yes (true) | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (true) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt | Address Line2ContractorAddress/USAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|
| PARKHURST DINING | ||||||
| PO BOX 644091 | PITTSBURGH | PA | 15264 | FOOD SVC OPERATIONS | $17,955,252 | |
| WHITING TURNER | ||||||
| 300 E JOPPA ROAD | BALTIMORE | MD | 21286 | CONSTRUCTION | $14,722,283 | |
| Incline Alchemy Inc | ||||||
| PO Box 1202 | Tracy | CA | 95378 | Consulting | $3,682,737 | |
| Hord Coplan Macht Inc | ||||||
| 750 EAST PRATT STREET | BALTIMORE | MD | 21202 | ARCHITECT | $1,852,233 | SUITE 1100 |
| EMJAY ENGINEERING & CONSTRUCTION CO | ||||||
| 1706 WHITEHEAD ROAD | BALTIMORE | MD | 21207 | CONSTRUCTION | $1,187,707 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 86 | CntrctRcvdGreaterThan100KCnt |
| Federated Campaigns | $0 | FederatedCampaignsAmt |
| Membership Dues | $0 | MembershipDuesAmt |
| Fundraising | $292,575 | FundraisingAmt |
| Related Organizations | $0 | RelatedOrganizationsAmt |
| Government Grants | $15,424,347 | GovernmentGrantsAmt |
| All Other Contributions | $24,711,662 | AllOtherContributionsAmt |
| Noncash Contributions | $535,139 | NoncashContributionsAmt |
| Total Contributions | $40,428,584 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (5 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt | Unrelated Business RevenueUnrelatedBusinessRevenueAmt | ExclusionExclusionAmt |
|---|---|---|---|---|---|
| TUITION AND FEES | 900099 | $237,012,503 | $237,012,503 | $0 | $0 |
| RESIDENCE, FOOD SERV., TELEPHONE | 900099 | $57,912,064 | $57,912,064 | $0 | $0 |
| ATHLETICS, CONFERENCES, OTHER AUX | 900099 | $2,261,187 | $868,385 | $97,247 | $1,295,555 |
| SPECIAL EDUCATION PROGRAMS | 900099 | $919,071 | $919,071 | $0 | $0 |
| ID CARDS, ORIENTATION, PARKING | 900099 | $696,368 | $696,368 | $0 | $0 |
Total Oth Program Service Rev TotalOthProgramServiceRevGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,567,297 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $1,567,297 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $0 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $300,368,490 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $7,706,157 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $601,845 | UnrelatedBusinessRevenueAmt |
| Exclusion | $7,104,312 | ExclusionAmt |
Incm From Invest Bond Proceeds IncmFromInvestBondProceedsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $0 | ExclusionAmt |
Royalties Revenue RoyaltiesRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $74,002 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $74,002 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $807,157 | RealAmt |
| Personal | $0 | PersonalAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $0 | RealAmt |
| Personal | $0 | PersonalAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $807,157 | RealAmt |
| Personal | $0 | PersonalAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $807,157 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $807,157 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $63,924,018 | SecuritiesAmt |
| Other | $14,000,000 | OtherAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $50,987,858 | SecuritiesAmt |
| Other | $8,861,360 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $12,936,160 | SecuritiesAmt |
| Other | $5,138,640 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $18,074,800 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $18,074,800 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $328,153 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $292,575 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $636,410 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$308,257 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | -$308,257 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gaming Gross Income | $0 | GamingGrossIncomeAmt |
| Gaming Direct Expenses | $0 | GamingDirectExpensesAmt |
Net Income From Gaming NetIncomeFromGamingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $0 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | $0 | GrossSalesOfInventoryAmt |
| Cost Of Goods Sold | $0 | CostOfGoodsSoldAmt |
Net Income Or Loss NetIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $0 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt | Unrelated Business RevenueUnrelatedBusinessRevenueAmt | ExclusionExclusionAmt |
|---|---|---|---|---|---|
| MISCELLANEOUS | 900099 | $1,343,756 | $1,343,756 | $0 | $0 |
| Extinguishment of Debt | 900099 | $452,117 | $452,117 |
Miscellaneous Revenue MiscellaneousRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $0 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $1,795,873 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $368,946,806 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $300,319,444 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $699,092 | UnrelatedBusinessRevenueAmt |
| Exclusion | $27,499,686 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $20,418 | TotalAmt |
| Program Services | $20,418 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $138,763,912 | TotalAmt |
| Program Services | $138,763,912 | ProgramServicesAmt |
Foreign Grants ForeignGrantsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,207,540 | TotalAmt |
| Program Services | $3,207,540 | ProgramServicesAmt |
Benefits To Members BenefitsToMembersGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,248,764 | TotalAmt |
| Program Services | $2,227,851 | ProgramServicesAmt |
| Management And General | $530,842 | ManagementAndGeneralAmt |
| Fundraising | $490,071 | FundraisingAmt |
Comp Disqual Persons CompDisqualPersonsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $90,853,123 | TotalAmt |
| Program Services | $74,753,942 | ProgramServicesAmt |
| Management And General | $13,536,546 | ManagementAndGeneralAmt |
| Fundraising | $2,562,635 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,462,787 | TotalAmt |
| Program Services | $4,795,227 | ProgramServicesAmt |
| Management And General | $1,527,010 | ManagementAndGeneralAmt |
| Fundraising | $140,550 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $11,547,671 | TotalAmt |
| Program Services | $8,554,228 | ProgramServicesAmt |
| Management And General | $2,698,852 | ManagementAndGeneralAmt |
| Fundraising | $294,591 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,435,194 | TotalAmt |
| Program Services | $5,144,529 | ProgramServicesAmt |
| Management And General | $1,086,904 | ManagementAndGeneralAmt |
| Fundraising | $203,761 | FundraisingAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $400,224 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $400,224 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $268,606 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $268,606 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $32,655 | TotalAmt |
| Program Services | $32,655 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $434,918 | TotalAmt |
| Fundraising | $434,918 | FundraisingAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,354,473 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $2,354,473 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $31,949,035 | TotalAmt |
| Program Services | $26,923,150 | ProgramServicesAmt |
| Management And General | $5,006,657 | ManagementAndGeneralAmt |
| Fundraising | $19,228 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,884,007 | TotalAmt |
| Program Services | $1,199,259 | ProgramServicesAmt |
| Management And General | $663,854 | ManagementAndGeneralAmt |
| Fundraising | $20,894 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,572,091 | TotalAmt |
| Program Services | $3,326,178 | ProgramServicesAmt |
| Management And General | $3,145,244 | ManagementAndGeneralAmt |
| Fundraising | $100,669 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,400,195 | TotalAmt |
| Program Services | $805,308 | ProgramServicesAmt |
| Management And General | $3,577,199 | ManagementAndGeneralAmt |
| Fundraising | $17,688 | FundraisingAmt |
Royalties RoyaltiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $23,169 | TotalAmt |
| Program Services | $23,169 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $8,175,802 | TotalAmt |
| Program Services | $4,161,484 | ProgramServicesAmt |
| Management And General | $4,014,318 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,351,770 | TotalAmt |
| Program Services | $3,785,408 | ProgramServicesAmt |
| Management And General | $491,745 | ManagementAndGeneralAmt |
| Fundraising | $74,617 | FundraisingAmt |
Pymt Travel Entrtnmnt Pub Ofcl PymtTravelEntrtnmntPubOfclGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,797,312 | TotalAmt |
| Program Services | $1,181,791 | ProgramServicesAmt |
| Management And General | $129,607 | ManagementAndGeneralAmt |
| Fundraising | $485,914 | FundraisingAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,878,911 | TotalAmt |
| Program Services | $4,870,004 | ProgramServicesAmt |
| Management And General | $8,907 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Payments To Affiliates PaymentsToAffiliatesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $14,106,822 | TotalAmt |
| Program Services | $13,071,599 | ProgramServicesAmt |
| Management And General | $985,155 | ManagementAndGeneralAmt |
| Fundraising | $50,068 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,119,317 | TotalAmt |
| Program Services | $51,756 | ProgramServicesAmt |
| Management And General | $3,067,561 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Other Expenses OtherExpensesGrp (2 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $12,661,167 | TotalAmt |
| Program Services | $9,267,028 | ProgramServicesAmt |
| Management And General | $2,937,669 | ManagementAndGeneralAmt |
| Fundraising | $456,470 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $366,728,801 | TotalAmt |
| Program Services | $314,945,354 | ProgramServicesAmt |
| Management And General | $46,431,373 | ManagementAndGeneralAmt |
| Fundraising | $5,352,074 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $34,002 | BOYAmt |
| EOY | $34,000 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $21,884,376 | BOYAmt |
| EOY | $24,548,791 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,400,329 | BOYAmt |
| EOY | $14,927,206 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,947,136 | BOYAmt |
| EOY | $5,595,146 | EOYAmt |
Receivables From Officers Etc ReceivablesFromOfficersEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $104,649 | BOYAmt |
| EOY | $47,995 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,128,553 | BOYAmt |
| EOY | $39,501,208 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $617,503,488 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $267,854,101 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $329,491,687 | BOYAmt |
| EOY | $349,649,387 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $176,275,502 | BOYAmt |
| EOY | $185,368,779 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $185,612,302 | BOYAmt |
| EOY | $196,952,457 | EOYAmt |
Investments Program Related InvestmentsProgramRelatedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $272,436 | BOYAmt |
| EOY | $163,754 | EOYAmt |
Intangible Assets IntangibleAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $22,618,957 | BOYAmt |
| EOY | $23,809,707 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $751,769,929 | BOYAmt |
| EOY | $840,598,430 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $18,019,906 | BOYAmt |
| EOY | $26,956,876 | EOYAmt |
Grants Payable GrantsPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,117,334 | BOYAmt |
| EOY | $4,350,804 | EOYAmt |
Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $133,951,435 | BOYAmt |
| EOY | $191,980,802 | EOYAmt |
Escrow Account Liability EscrowAccountLiabilityGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Loans From Officers Directors LoansFromOfficersDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $11,822,621 | BOYAmt |
| EOY | $12,056,039 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $167,911,296 | BOYAmt |
| EOY | $235,344,521 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $379,678,253 | BOYAmt |
| EOY | $372,583,263 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $204,180,380 | BOYAmt |
| EOY | $232,670,646 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $583,858,633 | BOYAmt |
| EOY | $605,253,909 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $751,769,929 | BOYAmt |
| EOY | $840,598,430 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $2,218,005 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $18,248,033 | NetUnrlzdGainsLossesInvstAmt |
| Donated Services And Use Fclts | $0 | DonatedServicesAndUseFcltsAmt |
| Investment Expense | $0 | InvestmentExpenseAmt |
| Prior Period Adjustments | $0 | PriorPeriodAdjustmentsAmt |
| Other Changes In Net Assets | $929,238 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | false | AccountantCompileOrReviewInd |
| FS Audited | Yes (true) | FSAuditedInd |
| Audit Committee | Yes (true) | AuditCommitteeInd |
| Federal Grant Audit Required | Yes (true) | FederalGrantAuditRequiredInd |
| Federal Grant Audit Performed | Yes (true) | FederalGrantAuditPerformedInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| School | Yes (X) | SchoolInd |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $29,065,420 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $32,722,996 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $30,416,786 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $30,598,346 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $40,428,584 | CurrentTaxYearAmt |
| Total | $163,232,132 | TotalAmt |
Tax Rev Levied Orgnztnl Bnft170 TaxRevLeviedOrgnztnlBnft170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Govt Furn Srvc Fclts Vl170 GovtFurnSrvcFcltsVl170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $29,065,420 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $32,722,996 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $30,416,786 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $30,598,346 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $40,428,584 | CurrentTaxYearAmt |
| Total | $163,232,132 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $1,132,762 | SubstantialContributorsTotAmt |
| Public Support Total170 | $162,099,370 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $16,363,666 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $2,380,947 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $5,299,061 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $9,422,130 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $8,587,316 | CurrentTaxYearAmt |
| Total | $42,053,120 | TotalAmt |
Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $0 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $0 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $0 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $0 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $452,117 | CurrentTaxYearAmt |
| Total | $452,117 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $205,737,369 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $1,388,383,835 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.78789 | PublicSupportCY170Pct |
| Public Support PY170 | 0.77895 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Gifts Grants Contris Rcvd509 GiftsGrantsContrisRcvd509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Gross Receipts Admissions GrossReceiptsAdmissionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Gross Receipts Non Unrlt Bus GrossReceiptsNonUnrltBusGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Tax Rev Levied Orgnztnl Bnft509 TaxRevLeviedOrgnztnlBnft509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Govt Furn Srvc Fclts Vl509 GovtFurnSrvcFcltsVl509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Total509 Total509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $0 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $0 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $0 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $0 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $0 | CurrentTaxYearAmt |
| Total | $0 | TotalAmt |
Amounts Rcvd Dsqlfy Person AmountsRcvdDsqlfyPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $0 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $0 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $0 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $0 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $0 | CurrentTaxYearAmt |
| Total | $0 | TotalAmt |
Substantial Contributors Amt SubstantialContributorsAmtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $0 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $0 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $0 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $0 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $0 | CurrentTaxYearAmt |
| Total | $0 | TotalAmt |
Subst And Dsqlfy Prsns Tot SubstAndDsqlfyPrsnsTotGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $0 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $0 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $0 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $0 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $0 | CurrentTaxYearAmt |
| Total | $0 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | $0 | PublicSupportTotal509Amt |
Gross Investment Income509 GrossInvestmentIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Post1975 UBTI Post1975UBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Investment Income And UBTI InvestmentIncomeAndUBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $0 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $0 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $0 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $0 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $0 | CurrentTaxYearAmt |
| Total | $0 | TotalAmt |
Net Income From Other UBI NetIncomeFromOtherUBIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Other Income509 OtherIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $0 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $0 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $0 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $0 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $0 | CurrentTaxYearAmt |
| Total | $0 | TotalAmt |
Total Support Calendar Year TotalSupportCalendarYearGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $0 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $0 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $0 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $0 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $0 | CurrentTaxYearAmt |
| Total | $0 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support CY509 | 0 | PublicSupportCY509Pct |
| Public Support PY509 | 0.0 | PublicSupportPY509Pct |
| Investment Income CY | 0 | InvestmentIncomeCYPct |
| Investment Income PY | 0.0 | InvestmentIncomePYPct |
| Private Foundation509 | Yes (X) | PrivateFoundation509Ind |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| CY Adj Net Income Distributable | $0 | CYAdjNetIncomeDistributableAmt |
| CY Pct85 Adjusted Net Income | $0 | CYPct85AdjustedNetIncomeAmt |
| CY Total Min Ast Distributable | $0 | CYTotalMinAstDistributableAmt |
| CY Greater Adjusted Minimum | $0 | CYGreaterAdjustedMinimumAmt |
| CY Income Tax Imposed PY | $0 | CYIncomeTaxImposedPYAmt |
| CY Distributable As Adjusted | $0 | CYDistributableAsAdjustedAmt |
Form990 Schedule A Part VI Form990ScheduleAPartVIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Schedule A, Part II, Line 10 Other Income | FormAndLineReferenceDesc |
| Explanation | DESCRIPTION - , COLUMN A - , COLUMN B - , COLUMN C - , COLUMN D - , COLUMN E - 452117.0, COLUMN F - 452117.0; | ExplanationTxt |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule C IRS990ScheduleC
| Field | Value | IRS element (for citing) |
|---|---|---|
| Volunteers | false | VolunteersInd |
| Paid Staff Or Management | Yes (true) | PaidStaffOrManagementInd |
| Media Advertisements | false | MediaAdvertisementsInd |
| Mailings Members | false | MailingsMembersInd |
| Publications Or Broadcast | false | PublicationsOrBroadcastInd |
| Grants Other Organizations | false | GrantsOtherOrganizationsInd |
| Direct Contact Legislators | Yes (true) | DirectContactLegislatorsInd |
| Direct Contact Legislators | $46,255 | DirectContactLegislatorsAmt |
| Rallies Demonstrations | false | RalliesDemonstrationsInd |
| Other Activities | false | OtherActivitiesInd |
| Total Lobbying Expenditures | $46,255 | TotalLobbyingExpendituresAmt |
| Not Described Section501c3 | false | NotDescribedSection501c3Ind |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Schedule C, Part II-B, Line 1 DETAILED DESCRIPTION OF THE LOBBYING ACTIVITY | FormAndLineReferenceDesc |
| Explanation | THE 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Assets Included | $96,398 | AssetsIncludedAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Collection Used Pub Exhibition | Yes (X) | CollectionUsedPubExhibitionInd |
| Solicited Assets Sale | false | SolicitedAssetsSaleInd |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $320,583,992 | BeginningYearBalanceAmt |
| Contributions | $6,604,046 | ContributionsAmt |
| Investment Earnings Or Losses | $35,466,925 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $4,388,579 | GrantsOrScholarshipsAmt |
| Other Expenditures | $10,207,607 | OtherExpendituresAmt |
| Administrative Expenses | $2,348,149 | AdministrativeExpensesAmt |
| End Year Balance | $345,710,628 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $293,782,938 | BeginningYearBalanceAmt |
| Contributions | $5,404,984 | ContributionsAmt |
| Investment Earnings Or Losses | $37,209,017 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $4,290,070 | GrantsOrScholarshipsAmt |
| Other Expenditures | $9,670,854 | OtherExpendituresAmt |
| Administrative Expenses | $1,852,023 | AdministrativeExpensesAmt |
| End Year Balance | $320,583,992 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $301,817,062 | BeginningYearBalanceAmt |
| Contributions | $4,910,516 | ContributionsAmt |
| Investment Earnings Or Losses | $1,146,058 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $3,773,026 | GrantsOrScholarshipsAmt |
| Other Expenditures | $8,976,697 | OtherExpendituresAmt |
| Administrative Expenses | $1,340,975 | AdministrativeExpensesAmt |
| End Year Balance | $293,782,938 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $307,797,710 | BeginningYearBalanceAmt |
| Contributions | $8,987,524 | ContributionsAmt |
| Investment Earnings Or Losses | -$1,406,000 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $3,287,407 | GrantsOrScholarshipsAmt |
| Other Expenditures | $8,134,877 | OtherExpendituresAmt |
| Administrative Expenses | $2,139,888 | AdministrativeExpensesAmt |
| End Year Balance | $301,817,062 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $232,556,136 | BeginningYearBalanceAmt |
| Contributions | $4,286,866 | ContributionsAmt |
| Investment Earnings Or Losses | $85,361,207 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $2,954,276 | GrantsOrScholarshipsAmt |
| Other Expenditures | $8,021,043 | OtherExpendituresAmt |
| Administrative Expenses | $3,431,180 | AdministrativeExpensesAmt |
| End Year Balance | $307,797,710 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.46 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.54 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.0 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | false | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | false | EndowmentsHeldRelatedOrgInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $27,176,645 | OtherCostOrOtherBasisAmt |
| Book Value | $27,176,645 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $485,836,069 | OtherCostOrOtherBasisAmt |
| Depreciation | $224,876,055 | DepreciationAmt |
| Book Value | $260,960,014 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $52,788,530 | OtherCostOrOtherBasisAmt |
| Depreciation | $41,906,782 | DepreciationAmt |
| Book Value | $10,881,748 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $51,702,244 | OtherCostOrOtherBasisAmt |
| Depreciation | $1,071,264 | DepreciationAmt |
| Book Value | $50,630,980 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $349,649,387 | TotalBookValueLandBuildingsAmt |
Other Securities OtherSecuritiesGrp (7 entries)
| DescDesc | Book ValueBookValueAmt | Method ValuationMethodValuationCd |
|---|---|---|
| Closely-held equity interests | ||
| Financial derivatives | ||
| PRIVATE EQUITY | $86,825,464 | F |
| EQUITY FUNDS | $62,703,238 | F |
| HEDGE FDS: MULTI-STRATEGY FDS | $36,713,660 | F |
| HEDGE FDS: LONG/SHORT | $9,913,219 | F |
| OTHER | $796,876 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $196,952,457 | TotalBookValueSecuritiesAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (8 entries)
| DescDesc | AmtAmt |
|---|---|
| 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 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $12,056,039 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $244,434,562 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $18,248,033 | NetUnrealizedGainsInvstAmt |
| Other Revenue | $0 | OtherRevenueAmt |
| Revenue Not Reported | $18,248,033 | RevenueNotReportedAmt |
| Revenue Subtotal | $226,186,529 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $2,354,473 | InvestmentExpensesNotIncldAmt |
| Other Revenues Not Included | $140,405,804 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | $142,760,277 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $368,946,806 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $223,039,286 | TotExpnsEtcAuditedFinclStmtAmt |
| Other Expenses Included | $636,410 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $636,410 | ExpensesNotReportedAmt |
| Expenses Subtotal | $222,402,876 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $2,354,473 | InvestmentExpensesNotIncld2Amt |
| Other Expenses Not Included | $141,971,452 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $144,325,925 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $366,728,801 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Schedule D, Part V, Line 4 Intended uses of endowment funds | THE 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) footnote | THE 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 statements | FINANCIAL 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 990 | DIRECT FUNDRAISING EXPENSE - 636410 |
| Schedule D, Part XII, Line 4(b) Other expenses in form 990 not in audited financial statements | FINANCIAL AID EXPENSE - XXX-XX-XXXX |
Schedule E IRS990ScheduleE
| Field | Value | IRS element (for citing) |
|---|---|---|
| Nondiscriminatory Policy Stmt | Yes (true) | NondiscriminatoryPolicyStmtInd |
| Policy Stmt In Brochures Etc | Yes (true) | PolicyStmtInBrochuresEtcInd |
| Plcy Pblczd Via Broadcast Media | Yes (true) | PlcyPblczdViaBroadcastMediaInd |
| Maintain Racial Comp Recs | Yes (true) | MaintainRacialCompRecsInd |
| Maintain Scholarships Recs | Yes (true) | MaintainScholarshipsRecsInd |
| Maintain Cpy Of Brochures Etc | Yes (true) | MaintainCpyOfBrochuresEtcInd |
| Maintain Cpy Of All Sol | Yes (true) | MaintainCpyOfAllSolInd |
| Discriminate Race Stdnts Rghts | false | DiscriminateRaceStdntsRghtsInd |
| Discriminate Race Admiss Plcy | false | DiscriminateRaceAdmissPlcyInd |
| Discriminate Race Emplm Fculty | false | DiscriminateRaceEmplmFcultyInd |
| Discriminate Race Schs | false | DiscriminateRaceSchsInd |
| Discriminate Race Educ Plcy | false | DiscriminateRaceEducPlcyInd |
| Discriminate Race Use Of Fclts | false | DiscriminateRaceUseOfFcltsInd |
| Discriminate Race Athlt Prog | false | DiscriminateRaceAthltProgInd |
| Discriminate Race Other Acty | false | DiscriminateRaceOtherActyInd |
| Government Financial Aid Rcvd | Yes (true) | GovernmentFinancialAidRcvdInd |
| Government Financial Aid Rvkd | false | GovernmentFinancialAidRvkdInd |
| Compliance With Rev Proc7550 | Yes (true) | ComplianceWithRevProc7550Ind |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Schedule E, Part I, Line 3 RACIALLY NONDISCRIMINATORY POLICY | LOYOLA 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 GOVERNMENT | LOYOLA 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (true) | GrantRecordsMaintainedInd |
Account Activities Outside US AccountActivitiesOutsideUSGrp (14 entries)
| RegionRegionTxt | OfficesOfficesCnt | EmployeeEmployeeCnt | Type Of Activities ConductedTypeOfActivitiesConductedTxt | Region Total ExpendituresRegionTotalExpendituresAmt | Specific Services ProvidedSpecificServicesProvidedTxt |
|---|---|---|---|---|---|
| Central America and the Caribbean | 0 | 0 | Investments | $55,815,972 | |
| East Asia and the Pacific | 0 | 2 | Program Services | $481,446 | International Studies |
| Central America and the Caribbean | 0 | 0 | Program Services | $83,250 | International Studies |
| Europe (Including Iceland and Greenland) | 2 | 5 | Program Services | $5,721,115 | International Studies |
| Middle East and North Africa | 0 | 0 | Program Services | $6,501 | International Studies |
| Sub-Saharan Africa | 0 | 0 | Program Services | $241,181 | International Studies |
| Central America and the Caribbean | 0 | 0 | Program Services | $282,700 | Financial Aid |
| East Asia and the Pacific | 0 | 0 | Program Services | $430,784 | Financial Aid |
| Europe (Including Iceland and Greenland) | 0 | 0 | Program Services | $1,192,615 | Financial Aid |
| Middle East and North Africa | 0 | 0 | Program Services | $101,499 | Financial Aid |
| North America (Canada & Mexico only) | 0 | 0 | Program Services | $634,542 | Financial Aid |
| South America | 0 | 0 | Program Services | $211,200 | Financial Aid |
| South Asia | 0 | 0 | Program Services | $192,000 | Financial Aid |
| Sub-Saharan Africa | 0 | 0 | Program Services | $162,200 | Financial Aid |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Offices | 2 | SubtotalOfficesCnt |
| Subtotal Employees | 7 | SubtotalEmployeesCnt |
| Continuation Total Office | 0 | ContinuationTotalOfficeCnt |
| Continuation Total Employee | 0 | ContinuationTotalEmployeeCnt |
| Total Office | 2 | TotalOfficeCnt |
| Total Employee | 7 | TotalEmployeeCnt |
| Subtotal Spent | $65,557,005 | SubtotalSpentAmt |
| Continuation Spent | $0 | ContinuationSpentAmt |
| Total Spent | $65,557,005 | TotalSpentAmt |
Foreign Individuals Grants ForeignIndividualsGrantsGrp (8 entries)
| Type Of AssistanceTypeOfAssistanceTxt | RegionRegionTxt | RecipientRecipientCnt | Cash GrantCashGrantAmt | Description Of Non Cash AsstDescriptionOfNonCashAsstTxt | Valuation Method UsedValuationMethodUsedDesc |
|---|---|---|---|---|---|
| Financial Assistance | Central America and the Caribbean | 9 | $282,700 | Financial Aid | FMV |
| Financial Assistance | East Asia and the Pacific | 9 | $430,784 | Financial Aid | FMV |
| Financial Assistance | Europe (Including Iceland and Greenland) | 19 | $1,192,615 | Financial Aid | FMV |
| Financial Assistance | Middle East and North Africa | 2 | $101,499 | Financial Aid | FMV |
| Financial Assistance | North America (Canada & Mexico only) | 8 | $634,542 | Financial Aid | FMV |
| Financial Assistance | South America | 5 | $211,200 | Financial Aid | FMV |
| Financial Assistance | South Asia | 6 | $192,000 | Financial Aid | FMV |
| Financial Assistance | Sub-Saharan Africa | 4 | $162,200 | Financial Aid | FMV |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Transfer To Foreign Corp | Yes (true) | TransferToForeignCorpInd |
| Interest In Foreign Trust | false | InterestInForeignTrustInd |
| Foreign Corp Ownership | Yes (true) | ForeignCorpOwnershipInd |
| Passive Foreign Investmest Co | Yes (true) | PassiveForeignInvestmestCoInd |
| Foreign Partnership | Yes (true) | ForeignPartnershipInd |
| Boycott Countries | false | BoycottCountriesInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Schedule F, Part I, Line 2 Procedures for monitoring use of grant funds | FormAndLineReferenceDesc |
| Explanation | ALL 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Mail Solicitations | Yes (X) | MailSolicitationsInd |
| Email Solicitations | Yes (X) | EmailSolicitationsInd |
| Phone Solicitations | Yes (X) | PhoneSolicitationsInd |
| In Person Solicitations | Yes (X) | InPersonSolicitationsInd |
| Solicitation Of Non Govt Grants | Yes (X) | SolicitationOfNonGovtGrantsInd |
| Solicitation Of Govt Grants | Yes (X) | SolicitationOfGovtGrantsInd |
| Special Fundraising Events | Yes (X) | SpecialFundraisingEventsInd |
| Agrmt Prof Fundraising Acty | Yes (true) | AgrmtProfFundraisingActyInd |
Fundraiser Activity Info FundraiserActivityInfoGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | ActivityActivityTxt | Fundraiser Control Of FundsFundraiserControlOfFundsInd | Gross ReceiptsGrossReceiptsAmt | Retained By ContractorRetainedByContractorAmt | Net To OrganizationNetToOrganizationAmt |
|---|---|---|---|---|---|---|---|---|
| EAB | ||||||||
| 11011 W Broad St | Glen Allen | VA | 23060 | Fundraising | false | $1,193,057 | $71,325 | $1,121,732 |
| CCS Fundraising | ||||||||
| 100 East Pratt Street | Baltimore | MD | 21202 | Advisory | false | $0 | $363,593 | -$363,593 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Gross Receipts | $1,193,057 | TotalGrossReceiptsAmt |
| Total Retained By Contractors | $434,918 | TotalRetainedByContractorsAmt |
| Total Net To Organization | $758,139 | TotalNetToOrganizationAmt |
| Licensed States | CA | LicensedStatesCd |
| Licensed States | CO | LicensedStatesCd |
| Licensed States | CT | LicensedStatesCd |
| Licensed States | DC | LicensedStatesCd |
| Licensed States | FL | LicensedStatesCd |
| Licensed States | GA | LicensedStatesCd |
| Licensed States | AL | LicensedStatesCd |
| Licensed States | HI | LicensedStatesCd |
| Licensed States | IL | LicensedStatesCd |
| Licensed States | KS | LicensedStatesCd |
| Licensed States | KY | LicensedStatesCd |
| Licensed States | LA | LicensedStatesCd |
| Licensed States | ME | LicensedStatesCd |
| Licensed States | AK | LicensedStatesCd |
| Licensed States | MD | LicensedStatesCd |
| Licensed States | MA | LicensedStatesCd |
| Licensed States | MI | LicensedStatesCd |
| Licensed States | MN | LicensedStatesCd |
| Licensed States | MS | LicensedStatesCd |
| Licensed States | NV | LicensedStatesCd |
| Licensed States | NH | LicensedStatesCd |
| Licensed States | NJ | LicensedStatesCd |
| Licensed States | NM | LicensedStatesCd |
| Licensed States | NY | LicensedStatesCd |
| Licensed States | NC | LicensedStatesCd |
| Licensed States | ND | LicensedStatesCd |
| Licensed States | OH | LicensedStatesCd |
| Licensed States | OK | LicensedStatesCd |
| Licensed States | OR | LicensedStatesCd |
| Licensed States | PA | LicensedStatesCd |
| Licensed States | RI | LicensedStatesCd |
| Licensed States | SC | LicensedStatesCd |
| Licensed States | TN | LicensedStatesCd |
| Licensed States | UT | LicensedStatesCd |
| Licensed States | VA | LicensedStatesCd |
| Licensed States | AR | LicensedStatesCd |
| Licensed States | WA | LicensedStatesCd |
| Licensed States | WV | LicensedStatesCd |
| Licensed States | WI | LicensedStatesCd |
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | Business Leader | Event1Nm |
| Gross Receipts Event1 | $313,000 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $188,750 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $124,250 | GrossRevenueEvent1Amt |
| Rent Facility Costs Event1 | $138,736 | RentFacilityCostsEvent1Amt |
| Entertainment Event1 | $12,628 | EntertainmentEvent1Amt |
| Other Direct Expenses Event1 | $96,209 | OtherDirectExpensesEvent1Amt |
| Event2 | Golf Invitational | Event2Nm |
| Gross Receipts Event2 | $162,950 | GrossReceiptsEvent2Amt |
| Charitable Contri Event2 | $97,300 | CharitableContriEvent2Amt |
| Gross Revenue Event2 | $65,650 | GrossRevenueEvent2Amt |
| Food And Beverage Event2 | $92,833 | FoodAndBeverageEvent2Amt |
| Entertainment Event2 | $13,615 | EntertainmentEvent2Amt |
| Other Direct Expenses Event2 | $22,898 | OtherDirectExpensesEvent2Amt |
| Other Events Total | 1 | OtherEventsTotalCnt |
| Gross Receipts Other Events | $144,778 | GrossReceiptsOtherEventsAmt |
| Charitable Contri Other Events | $6,525 | CharitableContriOtherEventsAmt |
| Gross Revenue Other Events | $138,253 | GrossRevenueOtherEventsAmt |
| Rent Fclty Costs Other Events | $56,495 | RentFcltyCostsOtherEventsAmt |
| Food And Beverage Other Events | $171,124 | FoodAndBeverageOtherEventsAmt |
| Entertainment Other Events | $15,923 | EntertainmentOtherEventsAmt |
| Oth Direct Expnss Other Events | $15,949 | OthDirectExpnssOtherEventsAmt |
| Gross Receipts Total | $620,728 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $292,575 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $328,153 | GrossRevenueTotalEventsAmt |
| Rent Fclty Costs Total Events | $195,231 | RentFcltyCostsTotalEventsAmt |
| Food And Beverage Total Events | $263,957 | FoodAndBeverageTotalEventsAmt |
| Entertainment Total Events | $42,166 | EntertainmentTotalEventsAmt |
| Oth Direct Expnss Total Events | $135,056 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $636,410 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | -$308,257 | NetIncomeSummaryAmt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Schedule G, Part I, Line 2b(v) payment of fees or payment of expenses | FormAndLineReferenceDesc |
| Explanation | EAB-1193057;CCS FUNDRAISING-0; | ExplanationTxt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (true) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE LOYOLA NOTRE DAME LIBRARY INC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 200 Winston Avenue | AddressLine1Txt |
| City | Baltimore | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 21212 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient EIN | 520881396 | RecipientEIN |
| IRC Section | 501(C)(3) | IRCSectionDesc |
| Cash Grant | $20,418 | CashGrantAmt |
| Purpose Of Grant | Capital Contributions | PurposeOfGrantTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 1 | Total501c3OrgCnt |
| Total Other Org | 0 | TotalOtherOrgCnt |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Type | Financial Assistance | GrantTypeTxt |
| Recipient | 4092 | RecipientCnt |
| Cash Grant | $138,763,912 | CashGrantAmt |
| Non Cash Assistance | $0 | NonCashAssistanceAmt |
| Valuation Method Used | FMV | ValuationMethodUsedDesc |
| Non Cash Assistance | Financial Aid | NonCashAssistanceDesc |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Schedule I, Part I, Line 2 | GRANTS 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 funds | GRANTS 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Housing Allowance Or Residence | Yes (X) | HousingAllowanceOrResidenceInd |
| Club Dues Or Fees | Yes (X) | ClubDuesOrFeesInd |
| Written Policy Ref T And E Expnss | Yes (true) | WrittenPolicyRefTAndEExpnssInd |
| Substantiation Required | Yes (true) | SubstantiationRequiredInd |
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Form990 Of Other Organizations | Yes (X) | Form990OfOtherOrganizationsInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | Yes (true) | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | false | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | false | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | false | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | false | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | false | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | false | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | false | AnyNonFixedPaymentsInd |
| Initial Contract Exception | false | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (18 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp 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 ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Schedule J, Part I, Line 1a Health or social club dues or initiation fees | HEALTH 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 payment | Tavaras Hardy - $225,360 |
| Schedule J, Part II, Column (A) Sean Francis | Sean 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 ReferenceBondReferenceCd | Bond Issuer EINBondIssuerEIN | CUSIPCUSIPNum | Bond IssuedBondIssuedDt | Issue PriceIssuePriceAmt | PurposePurposeDesc | DefeasedDefeasedInd | On Behalf Of IssuerOnBehalfOfIssuerInd | Pool FinancingPoolFinancingInd |
|---|---|---|---|---|---|---|---|---|
| MD HEALTH AND HIGHER EDUC FACILITIES AUTHORITY | ||||||||
| A | 520936091 | 574218RY1 | 2014-10-30 | $63,876,116 | 2014-REFUNDING | false | false | false |
| MD HEALTH AND HIGHER EDUC FACILITIES AUTHORIT | ||||||||
| B | 520936091 | 5742185T6 | 2019-12-19 | $51,355,256 | 2019A-2012B REFINANCING AND CONSTRUCTION COSTS | false | false | false |
| MD HEALTH AND HIGHER EDUC FACILITIES AUTHORITY | ||||||||
| C | 520936091 | 57421CGZ1 | 2025-01-29 | $91,696,654 | 2014 Refinancing and Construction Costs | false | false | false |
Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp (3 entries)
| Bond ReferenceBondReferenceCd | RetiredRetiredAmt | Total ProceedsTotalProceedsAmt | Issuance Costs From ProceedsIssuanceCostsFromProceedsAmt | Other Spent ProceedsOtherSpentProceedsAmt | Substantial CompletionSubstantialCompletionYr | Refunding Tax Exempt BondsRefundingTaxExemptBondsInd | Refunding Taxable BondsRefundingTaxableBondsInd | Final Allocation MadeFinalAllocationMadeInd | Adequate Books And Rec MaintAdequateBooksAndRecMaintInd | Capital ExpendituresCapitalExpendituresAmt | Capitalized InterestCapitalizedInterestAmt | UnspentUnspentAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| A | $27,930,000 | $63,876,116 | $567,776 | $63,308,340 | 2006 | false | Yes (true) | Yes (true) | Yes (true) | |||
| B | $15,755,000 | $51,574,784 | $378,496 | $23,930,000 | 2022 | Yes (true) | false | false | Yes (true) | $27,266,288 | ||
| C | $92,221,765 | $769,437 | $28,393,622 | Yes (true) | false | false | Yes (true) | $27,861,534 | $502,445 | $34,694,727 |
Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp (3 entries)
| Bond ReferenceBondReferenceCd | Owning Bond Financed PropertyOwningBondFinancedPropertyInd | Any Lease ArrangementsAnyLeaseArrangementsInd | Mgmt Contract Bond Fincd PropMgmtContractBondFincdPropInd | Engage Bond Counsel ContractsEngageBondCounselContractsInd | Any Research AgreementsAnyResearchAgreementsInd | Engage Bond Counsel ResearchEngageBondCounselResearchInd | Private Bus Use By OthersPrivateBusUseByOthersPct | Private Bus Concerning UBIPrivateBusConcerningUBIPct | Total Private Business UseTotalPrivateBusinessUsePct | Bond Iss Meet Prvt Sec Pymt TestBondIssMeetPrvtSecPymtTestInd | Change In Use Bond Financed PropChangeInUseBondFinancedPropInd | Change In Use Bond Financed PropChangeInUseBondFinancedPropPct | Remedial Action TakenRemedialActionTakenInd | Procs Nonqualified Bond RemdtdProcsNonqualifiedBondRemdtdInd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| A | false | false | Yes (true) | Yes (true) | false | false | 0.001 | 0 | 0.001 | false | false | 0 | false | Yes (true) |
| B | false | false | Yes (true) | Yes (true) | false | false | 0.0 | 0 | 0.0 | false | false | 0 | false | Yes (true) |
| C | false | false | Yes (true) | Yes (true) | false | false | 0.0 | 0 | 0.0 | false | false | 0 | false | Yes (true) |
Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp (3 entries)
| Bond ReferenceBondReferenceCd | Form8038 T FiledForm8038TFiledInd | Rebate Not Due YetRebateNotDueYetInd | Exception To RebateExceptionToRebateInd | No Rebate DueNoRebateDueInd | Variable Rate IssueVariableRateIssueInd | Hedge Identified In Bks And RecHedgeIdentifiedInBksAndRecInd | Term Of HedgeTermOfHedgePct | Superintegrated HedgeSuperintegratedHedgeInd | Hedge TerminatedHedgeTerminatedInd | Gross Proceeds Invested In GICGrossProceedsInvestedInGICInd | Term Of GICTermOfGICPct | Regulatory Safe Harbor StsfdRegulatorySafeHarborStsfdInd | Gross Proceeds InvestedGrossProceedsInvestedInd | Written Proc To Monitor ReqsWrittenProcToMonitorReqsInd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| A | false | false | false | Yes (true) | false | false | 0 | false | false | false | 0 | false | false | Yes (true) |
| B | false | false | false | Yes (true) | false | false | 0 | false | false | false | 0 | false | false | Yes (true) |
| C | false | Yes (true) | false | false | false | false | 0 | false | false | false | 0 | false | false | Yes (true) |
Procedures Corrective Action ProceduresCorrectiveActionGrp (3 entries)
| Bond ReferenceBondReferenceCd | Procedures Corrective ActionProceduresCorrectiveActionInd |
|---|---|
| A | Yes (true) |
| B | Yes (true) |
| C | Yes (true) |
Supplemental Information Detail SupplementalInformationDetail (8 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Schedule K, Part I, Column (f) Row A | THE PURPOSE OF THE ISSUE WAS THE REFUNDING OF AN ISSUE DATED 1/04/2006. |
| Schedule K, Part I, Column (f) Row B | The 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 A | THE OTHER SPENT PROCEEDS ARE THE REFUNDING PROCEEDS OF THE ISSUE THAT ARE NO LONGER IN ESCROW. |
| Schedule K, Part II, Line 11 Column B | THE OTHER SPENT PROCEEDS ARE THE REFUNDING PROCEEDS OF THE ISSUE THAT ARE NO LONGER IN ESCROW. |
| Schedule K, Part IV, Line 2c Column A | A REBATE CALCULATION WAS PERFORMED ON OCTOBER 3, 2019 WITH NO REBATE LIABILITY BEING DUE. |
| Schedule K, Part IV, Line 2c Column B | A REBATE CALCULATION WAS PERFORMED ON October 1, 2024 WITH NO REBATE LIABILITY BEING DUE. |
| Schedule K, Part I, Column (f) Row C | The 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 C | The 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Related to Substantial Contributor | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Relationship With Org | Employee | RelationshipWithOrgTxt |
| Cash Grant | $28,575 | CashGrantAmt |
| Type Of Assistance | Financial Aid | TypeOfAssistanceTxt |
| Assistance Purpose | UG Tuition Remission | AssistancePurposeTxt |
Supplemental Information Detail SupplementalInformationDetail (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contribution | 8 | ContributionCnt |
| Noncash Contributions Rpt F990 | $9,850 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | Market value | MethodOfDeterminingRevenuesTxt |
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contribution | 27 | ContributionCnt |
| Noncash Contributions Rpt F990 | $521,867 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | Market value | MethodOfDeterminingRevenuesTxt |
Other Non Cash Contri Table OtherNonCashContriTableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Desc | Meals | Desc |
| Contribution | 3 | ContributionCnt |
| Noncash Contributions Rpt F990 | $3,422 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | Market value | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form8283 Received | 0 | Form8283ReceivedCnt |
| Any Property That Must Be Held | false | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | Yes (true) | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | false | ThirdPartiesUsedInd |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (8 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| 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 body | PRIOR 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 policy | EACH 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 official | TERRENCE 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 employees | FOR 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 public | THE 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 balances | CHANGE 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE LOYOLA NOTRE DAME LIBRARY INC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 200 WINSTON AVENUE | AddressLine1Txt |
| City | BALTIMORE | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 21212 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 520881396 | EIN |
| Primary Activities | LIBRARY | PrimaryActivitiesTxt |
| Legal Domicile State | MD | LegalDomicileStateCd |
| Exempt Code Section | 501(c)(3) | ExemptCodeSectionTxt |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NA | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Controlled Organization | false | ControlledOrganizationInd |
Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp
Related Organization Name RelatedOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | POOLED INCOME FUND-1 | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4501 N CHARLES STREET | AddressLine1Txt |
| City | BALTIMORE | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 21210 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Primary Activities | POOLED INCOME FD | PrimaryActivitiesTxt |
| Legal Domicile State | MD | LegalDomicileStateCd |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NA | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Entity Type | Trust | EntityTypeTxt |
| Controlled Organization | false | ControlledOrganizationInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | false | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | Yes (true) | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | false | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | false | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | false | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | false | DivRelatedOrganizationInd |
| Asset Sale To Other Org | false | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | false | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | false | AssetExchangeInd |
| Rental Of Facilities To Oth Org | false | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | false | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | false | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | false | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | false | SharingOfFacilitiesInd |
| Paid Employees Sharing | false | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | Yes (true) | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | Yes (true) | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | Yes (true) | TransferToOtherOrgInd |
| Transfer From Other Org | false | TransferFromOtherOrgInd |