LOYOLA UNIVERSITY MARYLAND INC: Form 990, tax year 2022

View the entire original 990 at ProPublica ↗

Organization
LOYOLA UNIVERSITY MARYLAND INC (EIN 52-0591623)
Tax period
2022-06-01 to 2023-05-31
Filed
2024-04-05
IRS object ID
202430969349301043
Schema version
2022v5.0
Source
Download XML · Original 990 at ProPublica

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

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2024-04-05T13:12:32-05:00ReturnTs
Tax Period End2023-05-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN135565207PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1KPMG LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line18350 BROAD STREET SUITE 900AddressLine1Txt
CityMCLEANCityNm
State AbbreviationVAStateAbbreviationCd
ZIP22102ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2022-06-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN520591623EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1LOYOLA UNIVERSITY MARYLAND INCBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlLOYOBusinessNameControlTxt
Phone4106172917PhoneNum

US Address USAddress

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

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonJOHN COPPOLAPersonNm
Person TitleVP FOR FIN/ADMN/TRSRPersonTitleTxt
Phone4106172917PhoneNum
Signature2024-04-02SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstJOHNPersonFirstNm
Person LastCOPPOLAPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN
FieldValueIRS element (for citing)
IRS Responsible Prty Info Curr0IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonBRIAN KEARNSPreparerPersonNm
PTINP02061479PTIN
Phone7032868000PhoneNum
Preparation2024-03-27PreparationDt

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer2TrustedCustomerCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
FieldValueIRS element (for citing)
Tax2022TaxYr
Build TS2023-04-26 12:10:37ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerJOHN COPPOLAPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line14501 N CHARLES STREETAddressLine1Txt
CityBALTIMORECityNm
State AbbreviationMDStateAbbreviationCd
ZIP212102699ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$370,339,498GrossReceiptsAmt
Group Return For Affiliates0GroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website AddressWWW.LOYOLA.EDUWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation1853FormationYr
Legal Domicile StateMDLegalDomicileStateCd
Activity Or MissionLOYOLA UNIVERSITY MARYLAND INC IS A JESUIT CATHOLIC UNIVERSITY COMMITTED TO THE EDUCATIONAL TRADITIONS OF THE SOCIETY OF JESUS AND THE DEVELOPMENT OF THE WHOLE PERSON.ActivityOrMissionDesc
Voting Members Governing Body33VotingMembersGoverningBodyCnt
Voting Members Independent32VotingMembersIndependentCnt
Total Employee2921TotalEmployeeCnt
Total Volunteers0TotalVolunteersCnt
Total Gross UBI$177,841TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$32,722,996PYContributionsGrantsAmt
CY Contributions Grants$30,416,786CYContributionsGrantsAmt
PY Program Service Revenue$267,331,719PYProgramServiceRevenueAmt
CY Program Service Revenue$291,357,683CYProgramServiceRevenueAmt
PY Investment Income$18,129,452PYInvestmentIncomeAmt
CY Investment Income$11,272,310CYInvestmentIncomeAmt
PY Other Revenue$984,523PYOtherRevenueAmt
CY Other Revenue$1,084,891CYOtherRevenueAmt
PY Total Revenue$319,168,690PYTotalRevenueAmt
CY Total Revenue$334,131,670CYTotalRevenueAmt
PY Grants And Similar Paid$111,417,401PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$134,129,778CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$0PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$103,409,670PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$102,970,276CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$52,720PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$203,873CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$4,333,975CYTotalFundraisingExpenseAmt
PY Other Expenses$91,114,432PYOtherExpensesAmt
CY Other Expenses$97,465,706CYOtherExpensesAmt
PY Total Expenses$305,994,223PYTotalExpensesAmt
CY Total Expenses$334,769,633CYTotalExpensesAmt
PY Revenues Less Expenses$13,174,467PYRevenuesLessExpensesAmt
CY Revenues Less Expenses-$637,963CYRevenuesLessExpensesAmt
Total Assets BOY$751,113,089TotalAssetsBOYAmt
Total Assets EOY$741,217,550TotalAssetsEOYAmt
Total Liabilities BOY$172,406,030TotalLiabilitiesBOYAmt
Total Liabilities EOY$172,770,839TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$578,707,059NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$568,446,711NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part IIIYes (X)InfoInScheduleOPartIIIInd
MissionSEE SCHEDULE O.MissionDesc
Significant New Program Srvc0SignificantNewProgramSrvcInd
Significant Change0SignificantChangeInd
Expense$205,206,097ExpenseAmt
Grant$134,108,957GrantAmt
Revenue$230,627,087RevenueAmt
DescINSTRUCTION OF 4,000 UNDERGRADUATE AND 1,300 GRADUATE STUDENTS (5,300 STUDENTS).Desc

Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp

FieldValueIRS element (for citing)
Expense$36,895,579ExpenseAmt
Revenue$6,211,284RevenueAmt
DescPROVIDING ACADEMIC AND SUPPORT SERVICES TO STUDENTS (5,300 STUDENTS).Desc

Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp

FieldValueIRS element (for citing)
Expense$41,337,027ExpenseAmt
Revenue$55,578,117RevenueAmt
DescHOUSING, FOOD SERVICE, AND OTHER STUDENT SERVICES.Desc

Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp

FieldValueIRS element (for citing)
Expense$3,550,921ExpenseAmt
Grant$20,821GrantAmt
DescRESEARCH AND DEVELOPMENT AND PUBLIC SERVICE PRGMSDesc
FieldValueIRS element (for citing)
Total Other Prog Srvc Expense$3,550,921TotalOtherProgSrvcExpenseAmt
Total Other Prog Srvc Grant$20,821TotalOtherProgSrvcGrantAmt
Total Program Service Expenses$286,989,624TotalProgramServiceExpensesAmt
Described In Section501c3Yes (1)DescribedInSection501c3Ind
Schedule B RequiredYes (1)ScheduleBRequiredInd
Political Campaign Acty0PoliticalCampaignActyInd
Lobbying ActivitiesYes (1)LobbyingActivitiesInd
Subject To Proxy Tax0SubjectToProxyTaxInd
Donor Advised Fund0DonorAdvisedFundInd
Conservation Easements0ConservationEasementsInd
Collections Of ArtYes (1)CollectionsOfArtInd
Credit Counseling0CreditCounselingInd
Donor Rstr Or Quasi EndowmentsYes (1)DonorRstrOrQuasiEndowmentsInd
Report Land Building EquipmentYes (1)ReportLandBuildingEquipmentInd
Report Investments Other SecYes (1)ReportInvestmentsOtherSecInd
Report Program Related Invst0ReportProgramRelatedInvstInd
Report Other Assets0ReportOtherAssetsInd
Report Other LiabilitiesYes (1)ReportOtherLiabilitiesInd
Include FIN48 FootnoteYes (1)IncludeFIN48FootnoteInd
Independent Audit Fincl StmtYes (1)IndependentAuditFinclStmtInd
Consolidated Audit Fincl Stmt0ConsolidatedAuditFinclStmtInd
School OperatingYes (1)SchoolOperatingInd
Foreign OfficeYes (1)ForeignOfficeInd
Foreign ActivitiesYes (1)ForeignActivitiesInd
More Than5000 K To Org0MoreThan5000KToOrgInd
More Than5000 K To IndividualsYes (1)MoreThan5000KToIndividualsInd
Professional FundraisingYes (1)ProfessionalFundraisingInd
Fundraising ActivitiesYes (1)FundraisingActivitiesInd
Gaming Activities0GamingActivitiesInd
Operate Hospital0OperateHospitalInd
Grants To OrganizationsYes (1)GrantsToOrganizationsInd
Grants To IndividualsYes (1)GrantsToIndividualsInd
Schedule J RequiredYes (1)ScheduleJRequiredInd
Tax Exempt BondsYes (1)TaxExemptBondsInd
Invest Tax Exempt Bonds0InvestTaxExemptBondsInd
Escrow Account0EscrowAccountInd
On Behalf Of Issuer0OnBehalfOfIssuerInd
Engaged In Excess Benefit Trans0EngagedInExcessBenefitTransInd
PY Excess Benefit Trans0PYExcessBenefitTransInd
Loan Outstanding0LoanOutstandingInd
Grant To Related PersonYes (1)GrantToRelatedPersonInd
Business Rln With Org Mem0BusinessRlnWithOrgMemInd
Business Rln With Fam MemYes (1)BusinessRlnWithFamMemInd
Business Rln With35 Ctrl Ent0BusinessRlnWith35CtrlEntInd
Deductible Non Cash ContriYes (1)DeductibleNonCashContriInd
Deductible Art ContributionYes (1)DeductibleArtContributionInd
Terminate Operations0TerminateOperationsInd
Partial Liquidation0PartialLiquidationInd
Disregarded Entity0DisregardedEntityInd
Related EntityYes (1)RelatedEntityInd
Related Organization Ctrl Ent0RelatedOrganizationCtrlEntInd
Trnsfr Exmpt Non Chrtbl Rltd Org0TrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted Prtshp0ActivitiesConductedPrtshpInd
Schedule O RequiredYes (1)ScheduleORequiredInd
Info In Schedule O Part VYes (X)InfoInScheduleOPartVInd
IRP Document578IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld ComplianceYes (1)BackupWthldComplianceInd
Employee2921EmployeeCnt
Employment Tax Returns FiledYes (1)EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over LimitYes (1)UnrelatedBusIncmOverLimitInd
Form990 T FiledYes (1)Form990TFiledInd
Foreign Financial AccountYes (1)ForeignFinancialAccountInd
Foreign CountryBEForeignCountryCd
Foreign CountryEIForeignCountryCd
Foreign CountrySPForeignCountryCd
Foreign CountryTHForeignCountryCd
Foreign CountryUKForeignCountryCd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Taxable Party Notification0TaxablePartyNotificationInd
Nondeductible Contributions0NondeductibleContributionsInd
Quid Pro Quo ContributionsYes (1)QuidProQuoContributionsInd
Quid Pro Quo Contri DisclYes (1)QuidProQuoContriDisclInd
Form8282 Property Disposed Of0Form8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
DAF Excess Business Holdings0DAFExcessBusinessHoldingsInd
Taxable Distributions0TaxableDistributionsInd
Distribution To Donor0DistributionToDonorInd
Indoor Tanning Services0IndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst Inc0SubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members33GoverningBodyVotingMembersCnt
Independent Voting Member32IndependentVotingMemberCnt
Family Or Business Rln0FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties0DelegationOfMgmtDutiesInd
Change To Org Documents0ChangeToOrgDocumentsInd
Material Diversion Or Misuse0MaterialDiversionOrMisuseInd
Members Or Stockholders0MembersOrStockholdersInd
Election Of Board Members0ElectionOfBoardMembersInd
Decisions Subject To Approva0DecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (1)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (1)MinutesOfCommitteesInd
Officer Mailing Address0OfficerMailingAddressInd
Local Chapters0LocalChaptersInd
Form990 Provided To Gvrn BodyYes (1)Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (1)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (1)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (1)RegularMonitoringEnfrcInd
Whistleblower PolicyYes (1)WhistleblowerPolicyInd
Document Retention PolicyYes (1)DocumentRetentionPolicyInd
Compensation Process CEOYes (1)CompensationProcessCEOInd
Compensation Process OtherYes (1)CompensationProcessOtherInd
Investment In Joint Venture0InvestmentInJointVentureInd
States Where Copy Of Return Is FldMDStatesWhereCopyOfReturnIsFldCd
Own WebsiteYes (X)OwnWebsiteInd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1JOHN COPPOLABusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone4106172917PhoneNum

US Address USAddress

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

Form990 Part VII Section A Form990PartVIISectionAGrp (53 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtAverage Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtKey EmployeeKeyEmployeeIndHighest Compensated EmployeeHighestCompensatedEmployeeIndFormer Ofcr Director TrusteeFormerOfcrDirectorTrusteeInd
TERRENCE SAWYER
TRUSTEE & PRESIDENT50.000.00Yes (X)Yes (X)$647,897$0$44,066
RONALD AMIOT
TRUSTEE0.500.00Yes (X)$0$0$0
TINA BJAREKULL
TRUSTEE0.500.00Yes (X)$0$0$0
SUSAN BLOOMFIELD
TRUSTEE0.500.00Yes (X)$0$0$0
KENNETH F BOEHL
TRUSTEE0.500.00Yes (X)$0$0$0
WILLIAM BURKE
TRUSTEE0.500.00Yes (X)$0$0$0
ROBERT CAWLEY
TRUSTEE0.500.00Yes (X)$0$0$0
JOSEPH COSTANTINO SJ
TRUSTEE0.500.00Yes (X)$0$0$0
ANTHONY I DAY
TRUSTEE0.500.00Yes (X)$0$0$0
WALTER DOGGETT
TRUSTEE0.500.00Yes (X)$0$0$0
SUSAN M DONOVAN
TRUSTEE0.500.00Yes (X)$0$0$0
JUSTIN DOO
TRUSTEE0.500.00Yes (X)$0$0$0
ANN DOYLE
TRUSTEE0.500.00Yes (X)$0$0$0
RACHAEL DUGAN
TRUSTEE0.500.00Yes (X)$0$0$0
KIMBERLY ELLISON-TAYLOR
TRUSTEE0.500.00Yes (X)$0$0$0
MARY FANNING
TRUSTEE0.500.00Yes (X)$0$0$0
JAMES D FORBES
TRUSTEE0.500.00Yes (X)$0$0$0
GERRY GECKLE
TRUSTEE0.500.00Yes (X)$0$0$0
KEVIN GILLESPIE SJ
TRUSTEE0.500.00Yes (X)$0$0$0
ELAINE GRILLO
TRUSTEE0.500.00Yes (X)$0$0$0
H EDWARD HANWAY
TRUSTEE0.500.00Yes (X)$0$0$0
GERARD E HOLTHAUS
TRUSTEE0.500.00Yes (X)$0$0$0
KATHERINE JENNINGS
TRUSTEE0.500.00Yes (X)$0$0$0
JAMES F KEENAN SJ
TRUSTEE0.500.00Yes (X)$0$0$0
GREGORY KELLY
TRUSTEE0.500.00Yes (X)$0$0$0
MARK KNOTT
TRUSTEE0.500.00Yes (X)$0$0$0
JAMES LAMBDIN
TRUSTEE0.500.00Yes (X)$0$0$0
JJ MATTHEWS
TRUSTEE0.500.00Yes (X)$0$0$0
MICHAEL MCCARTHY SJ
TRUSTEE0.500.00Yes (X)$0$0$0
CHRISTIAN MCNEILL
TRUSTEE0.500.00Yes (X)$0$0$0
DAVID METZGER
TRUSTEE0.500.00Yes (X)$0$0$0
JEFFREY A NATTANS
TRUSTEE0.500.00Yes (X)$0$0$0
DANIEL RIZZO
TRUSTEE0.500.00Yes (X)$0$0$0
MARK ROUCHARD
TRUSTEE0.500.00Yes (X)$0$0$0
JAMES S SKESAVAGE JR
TRUSTEE0.500.00Yes (X)$0$0$0
ROGER WAESCHE
TRUSTEE0.500.00Yes (X)$0$0$0
CHERYL MOORE-THOMAS
VICE PRESIDENT50.000.00Yes (X)$262,725$0$41,721
JOHN COPPOLA
VICE PRESIDENT50.000.00Yes (X)$301,250$0$45,979
BRIAN OAKES
VICE PRESIDENT50.000.00Yes (X)$231,153$0$29,644
DEBORAH CADY MELZER
VICE PRESIDENT50.000.00Yes (X)$133,273$0$15,666
STEPHANIE COLDREN
CHIEF OF STAFF50.000.00Yes (X)$81,250$0$16,909
ERIC NICHOLS
VICE PRESIDENT50.000.00Yes (X)$312,065$0$26,287
MARY ANN SCULLY
DEAN50.000.00$160,000$0$1,221Yes (X)
STEPHEN FOWL
DEAN50.000.00$210,324$0$28,064Yes (X)
AFRA HERSI
DEAN50.000.00$187,673$0$27,476Yes (X)
CHARLES TOOMEY
HEAD COACH MEN'S LACROSSE50.000.00$385,917$0$45,177Yes (X)
DONNA WOODRUFF
ASST VP & DIRECTOR ATHLETICS50.000.00$275,780$0$28,696Yes (X)
JENNIFER ADAMS
HEAD COACH WOMEN'S LACROSSE50.000.00$266,017$0$29,082Yes (X)
FRANK D'SOUZA
PROFESSOR50.000.00$242,837$0$20,214Yes (X)
TAVARAS HARDY
HEAD COACH MEN'S BASKETBALL50.000.00$329,040$0$43,764Yes (X)
ROBERT KELLY
FORMER VICE PRESIDENT50.000.00$113,535$0$10,545Yes (X)
AMANDA THOMAS
FORMER PROVOST50.000.00$162,500$0$36,959Yes (X)
BOBBY WALDRUP
FORMER DEAN50.000.00$242,524$0$36,714Yes (X)
FieldValueIRS element (for citing)
Total Reportable Comp From Org$4,545,760TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$0TotReportableCompRltdOrgAmt
Total Other Compensation$528,184TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K180IndivRcvdGreaterThan100KCnt
Former Ofcr Employees ListedYes (1)FormerOfcrEmployeesListedInd
Total Comp Greater Than150 KYes (1)TotalCompGreaterThan150KInd
Compensation From Other Srcs0CompensationFromOtherSrcsInd

Contractor Compensation ContractorCompensationGrp (5 entries)

Address Line1ContractorAddress/USAddress/AddressLine1TxtCityContractorAddress/USAddress/CityNmState AbbreviationContractorAddress/USAddress/StateAbbreviationCdZIPContractorAddress/USAddress/ZIPCdServicesServicesDescCompensationCompensationAmt
PARKHURST DINING
PO BOX 644091PITTSBURGHPA15264FOOD SVC OPERATIONS$15,387,115
WHITING TURNER
300 E JOPPA ROADBALTIMOREMD21286CONSTRUCTION$4,675,676
JOHNSON CONTROLS
60 LOVETON CIRCLESPARKSMD21152HVAC SERVICES$1,379,428
ELLUCIAN COMPANY
4 COUNTRY VIEW ROADMALVERNPA19355SOFTWARE LICENSING$878,138
AWG DEWAR INC
4 BATTERYMARCH PARKQUINCYMA02169TUITION REFUND PLAN$615,041
FieldValueIRS element (for citing)
Cntrct Rcvd Greater Than100 K85CntrctRcvdGreaterThan100KCnt
Fundraising$302,450FundraisingAmt
Government Grants$20,828,665GovernmentGrantsAmt
All Other Contributions$9,285,671AllOtherContributionsAmt
Noncash Contributions$1,626,041NoncashContributionsAmt
Total Contributions$30,416,786TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp (5 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmtUnrelated Business RevenueUnrelatedBusinessRevenueAmtExclusionExclusionAmt
TUITION AND FEES900099$230,449,246$230,449,246
RESIDENCE, FOOD SERV., TELEPHONE900099$55,578,117$55,578,117
ATHLETICS, CONFERENCES, OTHER AUX900099$2,490,666$601,878$67,413$1,821,375
ID CARDS, ORIENTATION, PARKING900099$685,511$685,511
SPECIAL EDUCATION PROGRAMS900099$671,573$671,573

Total Oth Program Service Rev TotalOthProgramServiceRevGrp

FieldValueIRS element (for citing)
Total Revenue Column$1,482,570TotalRevenueColumnAmt
Related Or Exempt Func Income$1,482,570RelatedOrExemptFuncIncomeAmt
FieldValueIRS element (for citing)
Total Program Service Revenue$291,357,683TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$4,848,846TotalRevenueColumnAmt
Unrelated Business Revenue$110,428UnrelatedBusinessRevenueAmt
Exclusion$4,738,418ExclusionAmt

Royalties Revenue RoyaltiesRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$65,848TotalRevenueColumnAmt
Exclusion$65,848ExclusionAmt

Gross Rents GrossRentsGrp

FieldValueIRS element (for citing)
Real$384,367RealAmt

Less Rental Expenses LessRentalExpensesGrp

FieldValueIRS element (for citing)
Real$0RealAmt

Rental Income Or Loss RentalIncomeOrLossGrp

FieldValueIRS element (for citing)
Real$384,367RealAmt

Net Rental Income Or Loss NetRentalIncomeOrLossGrp

FieldValueIRS element (for citing)
Total Revenue Column$384,367TotalRevenueColumnAmt
Exclusion$384,367ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$42,236,501SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$35,813,037SecuritiesAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities$6,423,464SecuritiesAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column$6,423,464TotalRevenueColumnAmt
Exclusion$6,423,464ExclusionAmt
FieldValueIRS element (for citing)
Fundraising Gross Income$148,503FundraisingGrossIncomeAmt
Contri Rpt Fundraising Event$302,450ContriRptFundraisingEventAmt
Fundraising Direct Expenses$394,791FundraisingDirectExpensesAmt

Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp

FieldValueIRS element (for citing)
Total Revenue Column-$246,288TotalRevenueColumnAmt
Exclusion-$246,288ExclusionAmt

Other Revenue Misc OtherRevenueMiscGrp

FieldValueIRS element (for citing)
DescMISCELLANEOUSDesc
Business900099BusinessCd
Total Revenue Column$880,964TotalRevenueColumnAmt
Related Or Exempt Func Income$880,964RelatedOrExemptFuncIncomeAmt
FieldValueIRS element (for citing)
Other Revenue Total$880,964OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$334,131,670TotalRevenueColumnAmt
Related Or Exempt Func Income$290,349,859RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$177,841UnrelatedBusinessRevenueAmt
Exclusion$13,187,184ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

FieldValueIRS element (for citing)
Total$20,821TotalAmt
Program Services$20,821ProgramServicesAmt

Grants To Domestic Individuals GrantsToDomesticIndividualsGrp

FieldValueIRS element (for citing)
Total$132,019,081TotalAmt
Program Services$132,019,081ProgramServicesAmt

Foreign Grants ForeignGrantsGrp

FieldValueIRS element (for citing)
Total$2,089,876TotalAmt
Program Services$2,089,876ProgramServicesAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$3,582,578TotalAmt
Program Services$2,539,987ProgramServicesAmt
Management And General$565,141ManagementAndGeneralAmt
Fundraising$477,450FundraisingAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$79,869,516TotalAmt
Program Services$65,125,426ProgramServicesAmt
Management And General$12,567,564ManagementAndGeneralAmt
Fundraising$2,176,526FundraisingAmt

Pension Plan Contributions PensionPlanContributionsGrp

FieldValueIRS element (for citing)
Total$5,634,174TotalAmt
Program Services$4,152,343ProgramServicesAmt
Management And General$1,342,040ManagementAndGeneralAmt
Fundraising$139,791FundraisingAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$8,143,723TotalAmt
Program Services$5,999,565ProgramServicesAmt
Management And General$1,917,083ManagementAndGeneralAmt
Fundraising$227,075FundraisingAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$5,740,285TotalAmt
Program Services$4,502,516ProgramServicesAmt
Management And General$1,050,957ManagementAndGeneralAmt
Fundraising$186,812FundraisingAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$286,319TotalAmt
Management And General$286,319ManagementAndGeneralAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$269,576TotalAmt
Management And General$269,576ManagementAndGeneralAmt

Fees For Services Lobbying FeesForServicesLobbyingGrp

FieldValueIRS element (for citing)
Total$35,175TotalAmt
Program Services$35,175ProgramServicesAmt

Fees For Services Prof Fundraising FeesForServicesProfFundraising

FieldValueIRS element (for citing)
Total$203,873TotalAmt
Fundraising$203,873FundraisingAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

FieldValueIRS element (for citing)
Total$1,340,975TotalAmt
Program Services$5,839ProgramServicesAmt
Management And General$1,335,136ManagementAndGeneralAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$28,969,426TotalAmt
Program Services$24,952,560ProgramServicesAmt
Management And General$3,877,531ManagementAndGeneralAmt
Fundraising$139,335FundraisingAmt

Advertising AdvertisingGrp

FieldValueIRS element (for citing)
Total$1,874,190TotalAmt
Program Services$1,003,092ProgramServicesAmt
Management And General$845,385ManagementAndGeneralAmt
Fundraising$25,713FundraisingAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$5,698,324TotalAmt
Program Services$2,702,547ProgramServicesAmt
Management And General$2,899,416ManagementAndGeneralAmt
Fundraising$96,361FundraisingAmt

Information Technology InformationTechnologyGrp

FieldValueIRS element (for citing)
Total$4,824,336TotalAmt
Program Services$1,410,918ProgramServicesAmt
Management And General$3,365,143ManagementAndGeneralAmt
Fundraising$48,275FundraisingAmt

Royalties RoyaltiesGrp

FieldValueIRS element (for citing)
Total$7,482TotalAmt
Program Services$7,482ProgramServicesAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$9,489,314TotalAmt
Program Services$4,077,152ProgramServicesAmt
Management And General$5,412,162ManagementAndGeneralAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$4,013,424TotalAmt
Program Services$3,440,777ProgramServicesAmt
Management And General$510,005ManagementAndGeneralAmt
Fundraising$62,642FundraisingAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$1,557,793TotalAmt
Program Services$1,043,631ProgramServicesAmt
Management And General$500,927ManagementAndGeneralAmt
Fundraising$13,235FundraisingAmt

Interest InterestGrp

FieldValueIRS element (for citing)
Total$5,590,837TotalAmt
Program Services$5,579,173ProgramServicesAmt
Management And General$11,664ManagementAndGeneralAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$12,665,015TotalAmt
Program Services$11,643,742ProgramServicesAmt
Management And General$920,611ManagementAndGeneralAmt
Fundraising$100,662FundraisingAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$2,235,065TotalAmt
Program Services$34,325ProgramServicesAmt
Management And General$2,200,740ManagementAndGeneralAmt

Other Expenses OtherExpensesGrp (2 entries)

DescDescTotalTotalAmtProgram ServicesProgramServicesAmt
LIBRARY OPERATIONS$3,164,144$3,164,144
STUDY ABROAD TUITION$3,028,578$3,028,578

All Other Expenses AllOtherExpensesGrp

FieldValueIRS element (for citing)
Total$12,415,733TotalAmt
Program Services$8,410,874ProgramServicesAmt
Management And General$3,568,634ManagementAndGeneralAmt
Fundraising$436,225FundraisingAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$334,769,633TotalAmt
Program Services$286,989,624ProgramServicesAmt
Management And General$43,446,034ManagementAndGeneralAmt
Fundraising$4,333,975FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

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

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$21,550,350BOYAmt
EOY$16,827,673EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

FieldValueIRS element (for citing)
BOY$5,173,821BOYAmt
EOY$6,245,852EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$3,776,538BOYAmt
EOY$4,641,885EOYAmt

Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp

FieldValueIRS element (for citing)
BOY$600,170BOYAmt
EOY$284,416EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$2,838,359BOYAmt
EOY$8,544,504EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$578,344,531LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$247,074,316LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$333,717,086BOYAmt
EOY$331,270,215EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$182,561,623BOYAmt
EOY$162,631,686EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

FieldValueIRS element (for citing)
BOY$182,558,152BOYAmt
EOY$188,948,691EOYAmt

Investments Program Related InvestmentsProgramRelatedGrp

FieldValueIRS element (for citing)
BOY$560,432BOYAmt
EOY$423,049EOYAmt

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
BOY$17,742,558BOYAmt
EOY$21,365,579EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$751,113,089BOYAmt
EOY$741,217,550EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$16,964,680BOYAmt
EOY$16,806,827EOYAmt

Deferred Revenue DeferredRevenueGrp

FieldValueIRS element (for citing)
BOY$5,552,531BOYAmt
EOY$6,318,656EOYAmt

Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$143,456,348BOYAmt
EOY$138,781,391EOYAmt

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$6,432,471BOYAmt
EOY$10,863,965EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$172,406,030BOYAmt
EOY$172,770,839EOYAmt
FieldValueIRS element (for citing)
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind

No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$389,333,197BOYAmt
EOY$381,375,573EOYAmt

Donor Restriction Net Assets DonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$189,373,862BOYAmt
EOY$187,071,138EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$578,707,059BOYAmt
EOY$568,446,711EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$751,113,089BOYAmt
EOY$741,217,550EOYAmt
FieldValueIRS element (for citing)
Info In Schedule O Part XIYes (X)InfoInScheduleOPartXIInd
Reconcilation Revenue Expnss-$637,963ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst-$8,827,341NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets-$795,044OtherChangesInNetAssetsAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or Review0AccountantCompileOrReviewInd
FS AuditedYes (1)FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

FieldValueIRS element (for citing)
Separate Basis Fincl StmtYes (X)SeparateBasisFinclStmtInd
FieldValueIRS element (for citing)
Audit CommitteeYes (1)AuditCommitteeInd
Federal Grant Audit RequiredYes (1)FederalGrantAuditRequiredInd
Federal Grant Audit PerformedYes (1)FederalGrantAuditPerformedInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
SchoolYes (X)SchoolInd

Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$22,108,663CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$19,794,160CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$29,065,420CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$32,722,996CurrentTaxYearMinus1YearAmt
Current Tax Year$30,416,786CurrentTaxYearAmt
Total$134,108,025TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$22,108,663CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$19,794,160CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$29,065,420CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$32,722,996CurrentTaxYearMinus1YearAmt
Current Tax Year$30,416,786CurrentTaxYearAmt
Total$134,108,025TotalAmt
FieldValueIRS element (for citing)
Substantial Contributors Tot$1,847,489SubstantialContributorsTotAmt
Public Support Total170$132,260,536PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$8,245,827CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$5,595,287CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$16,363,666CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$2,380,947CurrentTaxYearMinus1YearAmt
Current Tax Year$5,299,061CurrentTaxYearAmt
Total$37,884,788TotalAmt
FieldValueIRS element (for citing)
Total Support$171,992,813TotalSupportAmt
Gross Receipts Rltd Activities$1,318,485,680GrossReceiptsRltdActivitiesAmt
Public Support CY1700.76900PublicSupportCY170Pct
Public Support PY1700.75510PublicSupportPY170Pct
Thirty Thr Pct Suprt Tests CY170Yes (X)ThirtyThrPctSuprtTestsCY170Ind

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
ContributorRESTRICTEDContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor US Address ContributorUSAddress

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

Schedule C IRS990ScheduleC

FieldValueIRS element (for citing)
Volunteers0VolunteersInd
Paid Staff Or ManagementYes (1)PaidStaffOrManagementInd
Media Advertisements0MediaAdvertisementsInd
Mailings Members0MailingsMembersInd
Publications Or Broadcast0PublicationsOrBroadcastInd
Grants Other Organizations0GrantsOtherOrganizationsInd
Direct Contact LegislatorsYes (1)DirectContactLegislatorsInd
Direct Contact Legislators$48,158DirectContactLegislatorsAmt
Rallies Demonstrations0RalliesDemonstrationsInd
Other Activities0OtherActivitiesInd
Total Lobbying Expenditures$48,158TotalLobbyingExpendituresAmt
Not Described Section501c30NotDescribedSection501c3Ind

Supplemental Information Detail SupplementalInformationDetail

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

Schedule D IRS990ScheduleD

Art Public Exhibition Amounts ArtPublicExhibitionAmountsGrp

FieldValueIRS element (for citing)
Assets Included$96,398AssetsIncludedAmt
FieldValueIRS element (for citing)
Collection Used Pub ExhibitionYes (X)CollectionUsedPubExhibitionInd
Solicited Assets Sale0SolicitedAssetsSaleInd
Agent Trustee Etc0AgentTrusteeEtcInd

CY Endwmt Fund CYEndwmtFundGrp

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

CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

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

CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$232,556,136BeginningYearBalanceAmt
Contributions$4,286,866ContributionsAmt
Investment Earnings Or Losses$85,361,207InvestmentEarningsOrLossesAmt
Grants Or Scholarships$2,954,276GrantsOrScholarshipsAmt
Other Expenditures$8,021,043OtherExpendituresAmt
Administrative Expenses$3,431,180AdministrativeExpensesAmt
End Year Balance$307,797,710EndYearBalanceAmt

CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$224,629,485BeginningYearBalanceAmt
Contributions$16,509,330ContributionsAmt
Investment Earnings Or Losses$3,874,544InvestmentEarningsOrLossesAmt
Grants Or Scholarships$3,047,960GrantsOrScholarshipsAmt
Other Expenditures$7,930,181OtherExpendituresAmt
Administrative Expenses$1,479,082AdministrativeExpensesAmt
End Year Balance$232,556,136EndYearBalanceAmt

CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$228,151,432BeginningYearBalanceAmt
Contributions$4,229,803ContributionsAmt
Investment Earnings Or Losses$4,224,500InvestmentEarningsOrLossesAmt
Grants Or Scholarships$2,889,242GrantsOrScholarshipsAmt
Other Expenditures$7,707,814OtherExpendituresAmt
Administrative Expenses$1,379,194AdministrativeExpensesAmt
End Year Balance$224,629,485EndYearBalanceAmt
FieldValueIRS element (for citing)
Board Designated Balance EOY0.47920BoardDesignatedBalanceEOYPct
Prmnnt Endowment Balance EOY0.52080PrmnntEndowmentBalanceEOYPct
Endowments Held Unrelated Org0EndowmentsHeldUnrelatedOrgInd
Endowments Held Related Org0EndowmentsHeldRelatedOrgInd

Land LandGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$28,787,293OtherCostOrOtherBasisAmt
Book Value$28,787,293BookValueAmt

Buildings BuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$487,879,650OtherCostOrOtherBasisAmt
Depreciation$205,361,100DepreciationAmt
Book Value$282,518,550BookValueAmt

Equipment EquipmentGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$43,069,420OtherCostOrOtherBasisAmt
Depreciation$40,528,425DepreciationAmt
Book Value$2,540,995BookValueAmt

Other Land Buildings OtherLandBuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$18,608,168OtherCostOrOtherBasisAmt
Depreciation$1,184,791DepreciationAmt
Book Value$17,423,377BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$331,270,215TotalBookValueLandBuildingsAmt

Other Securities OtherSecuritiesGrp (6 entries)

DescDescBook ValueBookValueAmtMethod ValuationMethodValuationCd
PRIVATE EQUITY$92,226,175F
EQUITY FUNDS$44,252,419F
HEDGE FDS: MULTI-STRATEGY FDS$23,929,923F
HEDGE FDS: LONG/SHORT$17,718,781F
HEDGE FDS: NONAGENCY RES MBS$10,111,297F
OTHER$710,096F
FieldValueIRS element (for citing)
Total Book Value Securities$188,948,691TotalBookValueSecuritiesAmt

Other Liabilities Org OtherLiabilitiesOrgGrp (5 entries)

DescDescAmtAmt
OPERATING LEASE LIABILITY$5,997,061
ASSET RETIREMENT OBLIGATION$3,396,485
PERKINS LOAN FUND$1,182,120
ANNUITY LIABILITY$281,262
POOLED INCOME LIABILITY$7,037
FieldValueIRS element (for citing)
Total Liability$10,863,965TotalLiabilityAmt
Footnote TextYes (X)FootnoteTextInd
Total Rev Etc Audited Fincl Stmt$190,249,186TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst-$8,827,343NetUnrealizedGainsInvstAmt
Revenue Not Reported-$8,827,343RevenueNotReportedAmt
Revenue Subtotal$199,076,529RevenueSubtotalAmt
Investment Expenses Not Incld$1,340,975InvestmentExpensesNotIncldAmt
Other Revenues Not Included$133,714,166OtherRevenuesNotIncludedAmt
Revenue Not Reported Fincl Stmt$135,055,141RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990$334,131,670TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$199,714,492TotExpnsEtcAuditedFinclStmtAmt
Other Expenses Included$394,791OtherExpensesIncludedAmt
Expenses Not Reported$394,791ExpensesNotReportedAmt
Expenses Subtotal$199,319,701ExpensesSubtotalAmt
Investment Expenses Not Incld2$1,340,975InvestmentExpensesNotIncld2Amt
Other Expenses Not Included$134,108,957OtherExpensesNotIncludedAmt
Expenses Not Rpt Fincl Stmt$135,449,932ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990$334,769,633TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail (5 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
PART V, LINE 4: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.
PART X, LINE 2: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 2023 OR 2022. 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, 2023, 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.
PART XI, LINE 4B - OTHER ADJUSTMENTS:FINANCIAL AID 134,108,957. DIRECT FUNDRAISING EXPENSE -394,791.
PART XII, LINE 2D - OTHER ADJUSTMENTS:DIRECT FUNDRAISING EXPENSE 394,791.
PART XII, LINE 4B - OTHER ADJUSTMENTS:FINANCIAL AID EXPENSE 134,108,957.

Schedule E IRS990ScheduleE

FieldValueIRS element (for citing)
Nondiscriminatory Policy StmtYes (1)NondiscriminatoryPolicyStmtInd
Policy Stmt In Brochures EtcYes (1)PolicyStmtInBrochuresEtcInd
Plcy Pblczd Via Broadcast MediaYes (1)PlcyPblczdViaBroadcastMediaInd
Maintain Racial Comp RecsYes (1)MaintainRacialCompRecsInd
Maintain Scholarships RecsYes (1)MaintainScholarshipsRecsInd
Maintain Cpy Of Brochures EtcYes (1)MaintainCpyOfBrochuresEtcInd
Maintain Cpy Of All SolYes (1)MaintainCpyOfAllSolInd
Discriminate Race Stdnts Rghts0DiscriminateRaceStdntsRghtsInd
Discriminate Race Admiss Plcy0DiscriminateRaceAdmissPlcyInd
Discriminate Race Emplm Fculty0DiscriminateRaceEmplmFcultyInd
Discriminate Race Schs0DiscriminateRaceSchsInd
Discriminate Race Educ Plcy0DiscriminateRaceEducPlcyInd
Discriminate Race Use Of Fclts0DiscriminateRaceUseOfFcltsInd
Discriminate Race Athlt Prog0DiscriminateRaceAthltProgInd
Discriminate Race Other Acty0DiscriminateRaceOtherActyInd
Government Financial Aid RcvdYes (1)GovernmentFinancialAidRcvdInd
Government Financial Aid Rvkd0GovernmentFinancialAidRvkdInd
Compliance With Rev Proc7550Yes (1)ComplianceWithRevProc7550Ind

Supplemental Information Detail SupplementalInformationDetail (3 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
SCHEDULE E, PART I, LINE 3SEE SUPPLEMENTAL PAGE
SCHEDULE E, PART I, LINE 6LOYOLA 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 E, LINE 3: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 F IRS990ScheduleF

FieldValueIRS element (for citing)
Grant Records MaintainedYes (1)GrantRecordsMaintainedInd

Account Activities Outside US AccountActivitiesOutsideUSGrp (13 entries)

RegionRegionTxtOfficesOfficesCntEmployeeEmployeeCntType Of Activities ConductedTypeOfActivitiesConductedTxtRegion Total ExpendituresRegionTotalExpendituresAmtSpecific Services ProvidedSpecificServicesProvidedTxt
CENTRAL AMERICA/CARIBBEAN00INVESTMENTS$62,618,338
EAST ASIA AND THE PACIFIC02PROGRAM SERVICES$658,604INTERNATIONAL STUDIES
EUROPE25PROGRAM SERVICES$4,280,981INTERNATIONAL STUDIES
MIDDLE EAST AND NORTH AFRICA00PROGRAM SERVICES$16,998INTERNATIONAL STUDIES
SUB-SAHARAN AFRICA00PROGRAM SERVICES$102,101INTERNATIONAL STUDIES
CENTRAL AMERICA/CARIBBEAN00PROGRAM SERVICES$76,260FINANCIAL AID
EAST ASIA AND THE PACIFIC00PROGRAM SERVICES$204,532FINANCIAL AID
EUROPE00PROGRAM SERVICES$1,142,866FINANCIAL AID
MIDDLE EAST AND NORTH AFRICA00PROGRAM SERVICES$100,990FINANCIAL AID
NORTH AMERICA00PROGRAM SERVICES$359,228FINANCIAL AID
SOUTH AMERICA00PROGRAM SERVICES$110,000FINANCIAL AID
SOUTH ASIA00PROGRAM SERVICES$51,000FINANCIAL AID
SUB-SAHARAN AFRICA00PROGRAM SERVICES$45,000FINANCIAL AID
FieldValueIRS element (for citing)
Subtotal Offices2SubtotalOfficesCnt
Subtotal Employees7SubtotalEmployeesCnt
Continuation Total Office0ContinuationTotalOfficeCnt
Continuation Total Employee0ContinuationTotalEmployeeCnt
Total Office2TotalOfficeCnt
Total Employee7TotalEmployeeCnt
Subtotal Spent$69,100,680SubtotalSpentAmt
Continuation Spent$666,218ContinuationSpentAmt
Total Spent$69,766,898TotalSpentAmt

Foreign Individuals Grants ForeignIndividualsGrantsGrp (8 entries)

Type Of AssistanceTypeOfAssistanceTxtRegionRegionTxtRecipientRecipientCntCash GrantCashGrantAmtDescription Of Non Cash AsstDescriptionOfNonCashAsstTxtValuation Method UsedValuationMethodUsedDesc
FINANCIAL ASSISTANCECENTRAL AMERICA/CARIBBEAN2$76,260FINANCIAL AIDFMV
FINANCIAL ASSISTANCEEAST ASIA/PACIFIC5$204,532FINANCIAL AIDFMV
FINANCIAL ASSISTANCEEUROPE/ICELAND/GREENLAND14$1,142,866FINANCIAL AIDFMV
FINANCIAL ASSISTANCEMIDDLE EAST/NORTH AFRICA2$100,990FINANCIAL AIDFMV
FINANCIAL ASSISTANCENORTH AMERICA5$359,228FINANCIAL AIDFMV
FINANCIAL ASSISTANCESOUTH AMERICA3$110,000FINANCIAL AIDFMV
FINANCIAL ASSISTANCESOUTH ASIA1$51,000FINANCIAL AIDFMV
FINANCIAL ASSISTANCESUB-SAHARAN AFRICA1$45,000FINANCIAL AIDFMV
FieldValueIRS element (for citing)
Transfer To Foreign CorpYes (1)TransferToForeignCorpInd
Interest In Foreign Trust0InterestInForeignTrustInd
Foreign Corp OwnershipYes (1)ForeignCorpOwnershipInd
Passive Foreign Investmest CoYes (1)PassiveForeignInvestmestCoInd
Foreign PartnershipYes (1)ForeignPartnershipInd
Boycott Countries0BoycottCountriesInd

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
PART I, LINE 2: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.
PART III ACCOUNTING METHOD:

Schedule G IRS990ScheduleG

FieldValueIRS element (for citing)
Mail SolicitationsYes (X)MailSolicitationsInd
Email SolicitationsYes (X)EmailSolicitationsInd
Phone SolicitationsYes (X)PhoneSolicitationsInd
In Person SolicitationsYes (X)InPersonSolicitationsInd
Solicitation Of Non Govt GrantsYes (X)SolicitationOfNonGovtGrantsInd
Solicitation Of Govt GrantsYes (X)SolicitationOfGovtGrantsInd
Special Fundraising EventsYes (X)SpecialFundraisingEventsInd
Agrmt Prof Fundraising ActyYes (1)AgrmtProfFundraisingActyInd

Fundraiser Activity Info FundraiserActivityInfoGrp (3 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdActivityActivityTxtFundraiser Control Of FundsFundraiserControlOfFundsIndGross ReceiptsGrossReceiptsAmtRetained By ContractorRetainedByContractorAmtNet To OrganizationNetToOrganizationAmt
EAB
11011 W BROAD STREETGLEN ALLENVA23060FUNDRAISING0$657,830$170,973$486,857
PG CALC
129 MOUNT AUBURN STCAMBRIDGEMA02138ADVISORY0$0$7,900$0
CCS FUNDRAISING
100 EAST PRATT STREETBALTIMOREMD21202ADVISORY0$0$25,000$0
FieldValueIRS element (for citing)
Total Gross Receipts$657,830TotalGrossReceiptsAmt
Total Retained By Contractors$203,873TotalRetainedByContractorsAmt
Total Net To Organization$486,857TotalNetToOrganizationAmt
Licensed StatesALLicensedStatesCd
Licensed StatesAKLicensedStatesCd
Licensed StatesARLicensedStatesCd
Licensed StatesCALicensedStatesCd
Licensed StatesCOLicensedStatesCd
Licensed StatesCTLicensedStatesCd
Licensed StatesDCLicensedStatesCd
Licensed StatesFLLicensedStatesCd
Licensed StatesGALicensedStatesCd
Licensed StatesHILicensedStatesCd
Licensed StatesILLicensedStatesCd
Licensed StatesKSLicensedStatesCd
Licensed StatesKYLicensedStatesCd
Licensed StatesLALicensedStatesCd
Licensed StatesMELicensedStatesCd
Licensed StatesMDLicensedStatesCd
Licensed StatesMALicensedStatesCd
Licensed StatesMILicensedStatesCd
Licensed StatesMNLicensedStatesCd
Licensed StatesMSLicensedStatesCd
Licensed StatesNVLicensedStatesCd
Licensed StatesNHLicensedStatesCd
Licensed StatesNJLicensedStatesCd
Licensed StatesNMLicensedStatesCd
Licensed StatesNYLicensedStatesCd
Licensed StatesNCLicensedStatesCd
Licensed StatesNDLicensedStatesCd
Licensed StatesOHLicensedStatesCd
Licensed StatesOKLicensedStatesCd
Licensed StatesORLicensedStatesCd
Licensed StatesPALicensedStatesCd
Licensed StatesRILicensedStatesCd
Licensed StatesSCLicensedStatesCd
Licensed StatesTNLicensedStatesCd
Licensed StatesUTLicensedStatesCd
Licensed StatesVALicensedStatesCd
Licensed StatesWALicensedStatesCd
Licensed StatesWVLicensedStatesCd
Licensed StatesWILicensedStatesCd

Fundraising Event Information FundraisingEventInformationGrp

FieldValueIRS element (for citing)
Event1GOLF INVITATIONALEvent1Nm
Gross Receipts Event1$122,600GrossReceiptsEvent1Amt
Charitable Contri Event1$105,000CharitableContriEvent1Amt
Gross Revenue Event1$17,600GrossRevenueEvent1Amt
Non Cash Prizes Event1$7,701NonCashPrizesEvent1Amt
Rent Facility Costs Event1$123,030RentFacilityCostsEvent1Amt
Other Direct Expenses Event1$1,550OtherDirectExpensesEvent1Amt
Event2BUSINESS LEADER DINNEREvent2Nm
Gross Receipts Event2$257,750GrossReceiptsEvent2Amt
Charitable Contri Event2$193,000CharitableContriEvent2Amt
Gross Revenue Event2$64,750GrossRevenueEvent2Amt
Food And Beverage Event2$146,734FoodAndBeverageEvent2Amt
Other Direct Expenses Event2$55,979OtherDirectExpensesEvent2Amt
Other Events Total1OtherEventsTotalCnt
Gross Receipts Other Events$70,603GrossReceiptsOtherEventsAmt
Charitable Contri Other Events$4,450CharitableContriOtherEventsAmt
Gross Revenue Other Events$66,153GrossRevenueOtherEventsAmt
Food And Beverage Other Events$22,559FoodAndBeverageOtherEventsAmt
Entertainment Other Events$29,024EntertainmentOtherEventsAmt
Oth Direct Expnss Other Events$8,214OthDirectExpnssOtherEventsAmt
Gross Receipts Total$450,953GrossReceiptsTotalAmt
Charitable Contributions Tot$302,450CharitableContributionsTotAmt
Gross Revenue Total Events$148,503GrossRevenueTotalEventsAmt
Non Cash Prizes Total Events$7,701NonCashPrizesTotalEventsAmt
Rent Fclty Costs Total Events$123,030RentFcltyCostsTotalEventsAmt
Food And Beverage Total Events$169,293FoodAndBeverageTotalEventsAmt
Entertainment Total Events$29,024EntertainmentTotalEventsAmt
Oth Direct Expnss Total Events$65,743OthDirectExpnssTotalEventsAmt
Direct Expense Summary Events$394,791DirectExpenseSummaryEventsAmt
Net Income Summary-$246,288NetIncomeSummaryAmt

Schedule I IRS990ScheduleI

FieldValueIRS element (for citing)
Grant Records MaintainedYes (1)GrantRecordsMaintainedInd

Recipient Table RecipientTable

Recipient Business Name RecipientBusinessName

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

US Address USAddress

FieldValueIRS element (for citing)
Address Line1200 WINSTON AVENUEAddressLine1Txt
CityBALTIMORECityNm
State AbbreviationMDStateAbbreviationCd
ZIP21212ZIPCd
FieldValueIRS element (for citing)
Recipient EIN520881396RecipientEIN
IRC Section501(C)(3)IRCSectionDesc
Cash Grant$20,821CashGrantAmt
Non Cash Assistance$0NonCashAssistanceAmt
Purpose Of GrantCAPITAL CONTRIBUTIONPurposeOfGrantTxt
FieldValueIRS element (for citing)
Total501c3 Org1Total501c3OrgCnt
Total Other Org0TotalOtherOrgCnt

Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp

FieldValueIRS element (for citing)
Grant TypeFINANCIAL ASSISTANCEGrantTypeTxt
Recipient4170RecipientCnt
Cash Grant$132,019,081CashGrantAmt
Valuation Method UsedFMVValuationMethodUsedDesc
Non Cash AssistanceFINANCIAL AIDNonCashAssistanceDesc

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePART I, LINE 2:FormAndLineReferenceDesc
ExplanationGRANTS 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.ExplanationTxt

Schedule J IRS990ScheduleJ

FieldValueIRS element (for citing)
Housing Allowance Or ResidenceYes (X)HousingAllowanceOrResidenceInd
Club Dues Or FeesYes (X)ClubDuesOrFeesInd
Written Policy Ref T And E ExpnssYes (1)WrittenPolicyRefTAndEExpnssInd
Substantiation RequiredYes (1)SubstantiationRequiredInd
Compensation CommitteeYes (X)CompensationCommitteeInd
Form990 Of Other OrganizationsYes (X)Form990OfOtherOrganizationsInd
Written Employment ContractYes (X)WrittenEmploymentContractInd
Compensation SurveyYes (X)CompensationSurveyInd
Board Or Committee ApprovalYes (X)BoardOrCommitteeApprovalInd
Severance Payment0SeverancePaymentInd
Supplemental Nonqual Rtr Plan0SupplementalNonqualRtrPlanInd
Equity Based Comp Arrngm0EquityBasedCompArrngmInd
Comp Based On Revenue Of Flng Org0CompBasedOnRevenueOfFlngOrgInd
Comp Bsd On Rev Related Orgs0CompBsdOnRevRelatedOrgsInd
Comp Bsd Net Earns Flng Org0CompBsdNetEarnsFlngOrgInd
Comp Bsd Net Earns Rltd Orgs0CompBsdNetEarnsRltdOrgsInd
Any Non Fixed Payments0AnyNonFixedPaymentsInd
Initial Contract Exception0InitialContractExceptionInd

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (16 entries)

TitleTitleTxtBase Compensation Filing OrgBaseCompensationFilingOrgAmtCompensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmtBonus Filing OrganizationBonusFilingOrganizationAmountBonus Related OrganizationsBonusRelatedOrganizationsAmtOther Compensation Filing OrgOtherCompensationFilingOrgAmtOther Compensation Rltd OrgsOtherCompensationRltdOrgsAmtDeferred Compensation Flng OrgDeferredCompensationFlngOrgAmtDeferred Comp Rltd OrgsDeferredCompRltdOrgsAmtNontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmtNontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmtTotal Compensation Filing OrgTotalCompensationFilingOrgAmtTotal Compensation Rltd OrgsTotalCompensationRltdOrgsAmtComp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmtComp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt
TERRENCE SAWYER
TRUSTEE & PRESIDENT$500,000$0$35,000$0$112,897$0$27,450$0$16,616$0$691,963$0$0$0
CHARLES TOOMEY
HEAD COACH MEN'S LACROSSE$375,000$0$0$0$10,917$0$27,450$0$17,727$0$431,094$0$0$0
TAVARAS HARDY
HEAD COACH MEN'S BASKETBALL$310,000$0$5,000$0$14,040$0$27,450$0$16,314$0$372,804$0$0$0
JOHN COPPOLA
VICE PRESIDENT$301,250$0$0$0$0$0$26,691$0$19,288$0$347,229$0$0$0
ERIC NICHOLS
VICE PRESIDENT$284,200$0$27,865$0$0$0$25,578$0$709$0$338,352$0$0$0
DONNA WOODRUFF
ASST VP & DIRECTOR ATHLETICS$240,555$0$15,000$0$20,225$0$21,650$0$7,046$0$304,476$0$0$0
CHERYL MOORE-THOMAS
VICE PRESIDENT$262,725$0$0$0$0$0$23,645$0$18,076$0$304,446$0$0$0
JENNIFER ADAMS
HEAD COACH WOMEN'S LACROSSE$231,000$0$22,000$0$13,017$0$20,790$0$8,292$0$295,099$0$0$0
BOBBY WALDRUP
FORMER DEAN$242,524$0$0$0$0$0$23,306$0$13,408$0$279,238$0$0$0
FRANK D'SOUZA
PROFESSOR$212,837$0$30,000$0$0$0$19,155$0$1,059$0$263,051$0$0$0
BRIAN OAKES
VICE PRESIDENT$230,836$0$0$0$317$0$21,741$0$7,903$0$260,797$0$0$0
STEPHEN FOWL
DEAN$210,324$0$0$0$0$0$18,929$0$9,135$0$238,388$0$0$0
AFRA HERSI
DEAN$187,673$0$0$0$0$0$16,891$0$10,585$0$215,149$0$0$0
AMANDA THOMAS
FORMER PROVOST$162,500$0$0$0$0$0$24,628$0$12,331$0$199,459$0$0$0
MARY ANN SCULLY
DEAN$160,000$0$0$0$0$0$0$0$1,221$0$161,221$0$0$0
ROBERT KELLY
FORMER VICE PRESIDENT$113,535$0$0$0$0$0$10,218$0$327$0$124,080$0$0$0

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePART I, LINE 1AFormAndLineReferenceDesc
ExplanationHEALTH 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, AMANDA THOMAS AND JOHN COPPOLA. THE UNIVERSITY TRACKS USAGE OF THESE CLUBS AND REPORTS PERSONAL USE AS TAXABLE INCOME ON THE EMPLOYEES' W-2.ExplanationTxt

Schedule K IRS990ScheduleK

Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp (3 entries)

Bond ReferenceBondReferenceCdBond Issuer EINBondIssuerEINCUSIPCUSIPNumBond IssuedBondIssuedDtIssue PriceIssuePriceAmtPurposePurposeDescDefeasedDefeasedIndOn Behalf Of IssuerOnBehalfOfIssuerIndPool FinancingPoolFinancingInd
MD HEALTH AND HIGHER EDUC FACILITIES AUTHORITY
A520936091574218JJ32012-06-07$53,943,2562012A-REFUNDINGYes (1)00
MD HEALTH AND HIGHER EDUC FACILITIES AUTHORITY
B520936091574218RY12014-10-30$63,876,1162014-REFUNDING000
MD HEALTH AND HIGHER EDUC FACILITIES AUTHORITY
C5209360915742185T62019-12-19$51,355,2562019A-2012B REFINANCING AND CONSTRUCTION COSTS000

Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp (3 entries)

Bond ReferenceBondReferenceCdRetiredRetiredAmtBond DefeasedBondDefeasedAmtTotal ProceedsTotalProceedsAmtIssuance Costs From ProceedsIssuanceCostsFromProceedsAmtOther Spent ProceedsOtherSpentProceedsAmtSubstantial CompletionSubstantialCompletionYrRefunding Tax Exempt BondsRefundingTaxExemptBondsIndRefunding Taxable BondsRefundingTaxableBondsIndFinal Allocation MadeFinalAllocationMadeIndAdequate Books And Rec MaintAdequateBooksAndRecMaintIndCapital ExpendituresCapitalExpendituresAmt
A$16,800,000$31,560,000$53,943,256$498,916$53,444,3402009Yes (1)0Yes (1)Yes (1)
B$63,876,116$567,776$63,308,34020060Yes (1)Yes (1)Yes (1)
C$9,065,000$51,590,190$378,496$23,930,0002022Yes (1)00Yes (1)$27,281,694

Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp (3 entries)

Bond ReferenceBondReferenceCdOwning Bond Financed PropertyOwningBondFinancedPropertyIndAny Lease ArrangementsAnyLeaseArrangementsIndMgmt Contract Bond Fincd PropMgmtContractBondFincdPropIndEngage Bond Counsel ContractsEngageBondCounselContractsIndAny Research AgreementsAnyResearchAgreementsIndPrivate Bus Use By OthersPrivateBusUseByOthersPctTotal Private Business UseTotalPrivateBusinessUsePctBond Iss Meet Prvt Sec Pymt TestBondIssMeetPrvtSecPymtTestIndChange In Use Bond Financed PropChangeInUseBondFinancedPropIndProcs Nonqualified Bond RemdtdProcsNonqualifiedBondRemdtdInd
A00Yes (1)Yes (1)00.007000.0070000Yes (1)
B00Yes (1)Yes (1)000Yes (1)
C00Yes (1)Yes (1)000Yes (1)

Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp (3 entries)

Bond ReferenceBondReferenceCdForm8038 T FiledForm8038TFiledIndRebate Not Due YetRebateNotDueYetIndException To RebateExceptionToRebateIndNo Rebate DueNoRebateDueIndVariable Rate IssueVariableRateIssueIndHedge Identified In Bks And RecHedgeIdentifiedInBksAndRecIndGross Proceeds Invested In GICGrossProceedsInvestedInGICIndGross Proceeds InvestedGrossProceedsInvestedIndWritten Proc To Monitor ReqsWrittenProcToMonitorReqsInd
A000Yes (1)0000Yes (1)
B000Yes (1)0000Yes (1)
C000Yes (1)0000Yes (1)

Procedures Corrective Action ProceduresCorrectiveActionGrp (3 entries)

Bond ReferenceBondReferenceCdProcedures Corrective ActionProceduresCorrectiveActionInd
AYes (1)
BYes (1)
CYes (1)

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePART I, ROW A, COLUMN (A):FormAndLineReferenceDesc
ExplanationMARYLAND HEALTH AND HIGHER EDUCATIONAL FACILITIES AUTHORITY. PART I, ROW B, COLUMN (A): MARYLAND HEALTH AND HIGHER EDUCATIONAL FACILITIES AUTHORITY. PART I, ROW C, COLUMN (A): MARYLAND HEALTH AND HIGHER EDUCATIONAL FACILITIES AUTHORITY. PART I, ROW A, COLUMN F: THE PURPOSE OF THE ISSUE WAS THE REFUNDING OF ISSUES DATED 09/17/2008, 12/04/2007, AND 6/23/1999 PART I, ROW B, COLUMN F: THE PURPOSE OF THE ISSUE WAS THE REFUNDING OF AN ISSUE DATED 1/04/2006 PART I, ROW C, COLUMN F: THE PURPOSE OF THE ISSUE WAS THE REFUNDING OF AN ISSUE DATED 12/03/2014 AND FINANCING VARIOUS CAPITAL EXPENDITURES. PART II, COLUMN A, LINE 11: THE OTHER SPENT PROCEEDS ARE THE REFUNDING PROCEEDS OF THE ISSUE THAT ARE NO LONGER IN ESCROW. PART II, COLUMN B, LINE 11: THE OTHER SPENT PROCEEDS ARE THE REFUNDING PROCEEDS OF THE ISSUE THAT ARE NO LONGER IN ESCROW. PART II, COLUMN C, LINE 11: THE OTHER SPENT PROCEEDS ARE THE REFUNDING PROCEEDS OF THE ISSUE THAT ARE NO LONGER IN ESCROW. PART IV, COLUMN A: A REBATE CALCULATION WAS PERFORMED ON JANUARY 24, 2017 WITH NO REBATE LIABILITY BEING DUE. PART IV, COLUMN B: A REBATE CALCULATION WAS PERFORMED ON OCTOBER 3, 2019 WITH NO REBATE LIABILITY BEING DUE. PART IV, COLUMN C: A REBATE CALCULATION WAS PERFORMED ON MAY 31, 2022 WITH NO REBATE LIABILITY BEING DUE.ExplanationTxt

Schedule L IRS990ScheduleL

Grnt Asst Bnft Interested Prsn GrntAsstBnftInterestedPrsnGrp (2 entries)

Relationship With OrgRelationshipWithOrgTxtCash GrantCashGrantAmtType Of AssistanceTypeOfAssistanceTxtAssistance PurposeAssistancePurposeTxt
RELATED TO SUBSTANTIAL CONTRIBUTOR
EMPLOYEE$39,000FINANCIAL AIDUG TUITION REMISSION
RELATED TO SUBSTANTIAL CONTRIBUTOR
EMPLOYEE$18,175FINANCIAL AIDHIGH SCHOOL TUITION REMISSION

Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp

Name Of Interested NameOfInterested

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1COURTNEY SAWYERBusinessNameLine1Txt
FieldValueIRS element (for citing)
Relationship DescriptionSPOUSE OF KEY EMPLOYEERelationshipDescriptionTxt
Transaction$1,564TransactionAmt
TransactionEMPLOYMENT/COMPENSATIONTransactionDesc
Sharing Of Revenues0SharingOfRevenuesInd

Schedule M IRS990ScheduleM

Works Of Art WorksOfArtGrp

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
Contribution4ContributionCnt
Noncash Contributions Rpt F990$9,400NoncashContributionsRptF990Amt
Method Of Determining RevenuesFMVMethodOfDeterminingRevenuesTxt

Securities Publicly Traded SecuritiesPubliclyTradedGrp

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
Contribution96ContributionCnt
Noncash Contributions Rpt F990$1,614,661NoncashContributionsRptF990Amt
Method Of Determining RevenuesFMVMethodOfDeterminingRevenuesTxt

Food Inventory FoodInventoryGrp

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
Contribution3ContributionCnt
Noncash Contributions Rpt F990$1,980NoncashContributionsRptF990Amt
Method Of Determining RevenuesFMVMethodOfDeterminingRevenuesTxt
FieldValueIRS element (for citing)
Form8283 Received0Form8283ReceivedCnt
Any Property That Must Be Held0AnyPropertyThatMustBeHeldInd
Review Process Unusual NC GiftsYes (1)ReviewProcessUnusualNCGiftsInd
Third Parties Used0ThirdPartiesUsedInd

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePART I, COLUMN (B):FormAndLineReferenceDesc
ExplanationTHIS COLUMN REPRESENTS THE NUMBER OF CONTRIBUTIONS, NOT THE NUMBER OF ITEMS CONTRIBUTED.ExplanationTxt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (6 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990, PART III, LINE 1, DESCRIPTION OF ORGANIZATION 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.
FORM 990, PART VI, SECTION B, LINE 11BPRIOR 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, SECTION B, LINE 12CEACH 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, SECTION B, LINE 15LINE 15A: 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. LINE 15B: 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, SECTION C, LINE 19THE 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 XI, LINE 9:CHANGE IN FAIR VALUE OF SPLIT INTEREST AGREEMENTS -788,965. CHANGE IN FAIR VALUE OF CASH SURRENDER VALUE -6,079.

Schedule R IRS990ScheduleR

Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp

Disregarded Entity Name DisregardedEntityName

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

US Address USAddress

FieldValueIRS element (for citing)
Address Line1200 WINSTON AVENUEAddressLine1Txt
CityBALTIMORECityNm
State AbbreviationMDStateAbbreviationCd
ZIP21212ZIPCd
FieldValueIRS element (for citing)
EIN520881396EIN
Primary ActivitiesLIBRARYPrimaryActivitiesTxt
Legal Domicile StateMDLegalDomicileStateCd
Exempt Code Section501(C)(3)ExemptCodeSectionTxt
Public Charity Status509A3III-FIPublicCharityStatusTxt
Direct Controlling NAN/ADirectControllingNACd
Controlled Organization0ControlledOrganizationInd

Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp

Related Organization Name RelatedOrganizationName

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

US Address USAddress

FieldValueIRS element (for citing)
Address Line14501 N CHARLES STREETAddressLine1Txt
CityBALTIMORECityNm
State AbbreviationMDStateAbbreviationCd
ZIP21210ZIPCd
FieldValueIRS element (for citing)
Primary ActivitiesPOOLED INCOME FDPrimaryActivitiesTxt
Legal Domicile StateMDLegalDomicileStateCd
Direct Controlling NAN/ADirectControllingNACd
Entity TypeTEntityTypeTxt
Controlled Organization0ControlledOrganizationInd
FieldValueIRS element (for citing)
Receipt Of Int Annts Rnts Rylts0ReceiptOfIntAnntsRntsRyltsInd
Gift Grnt Or Cap Contri To Oth OrgYes (1)GiftGrntOrCapContriToOthOrgInd
Gift Grnt Cap Contri From Oth Org0GiftGrntCapContriFromOthOrgInd
Loans Or Guarantees To Other Org0LoansOrGuaranteesToOtherOrgInd
Loans Or Guarantees From Oth Org0LoansOrGuaranteesFromOthOrgInd
Div Related Organization0DivRelatedOrganizationInd
Asset Sale To Other Org0AssetSaleToOtherOrgInd
Asset Purchase From Other Org0AssetPurchaseFromOtherOrgInd
Asset Exchange0AssetExchangeInd
Rental Of Facilities To Oth Org0RentalOfFacilitiesToOthOrgInd
Rental Of Fclts From Oth Org0RentalOfFcltsFromOthOrgInd
Perform Of Services For Oth Org0PerformOfServicesForOthOrgInd
Perform Of Services By Other Org0PerformOfServicesByOtherOrgInd
Sharing Of Facilities0SharingOfFacilitiesInd
Paid Employees Sharing0PaidEmployeesSharingInd
Reimbursement Paid To Other OrgYes (1)ReimbursementPaidToOtherOrgInd
Reimbursement Paid By Other OrgYes (1)ReimbursementPaidByOtherOrgInd
Transfer To Other OrgYes (1)TransferToOtherOrgInd
Transfer From Other Org0TransferFromOtherOrgInd

Transactions Related Org TransactionsRelatedOrgGrp

Other Organization Name OtherOrganizationName

FieldValueIRS element (for citing)
Business Name Line1THE LOYOLA NOTRE DAME LIBRARY INCBusinessNameLine1Txt
FieldValueIRS element (for citing)
Transaction TypeRTransactionTypeTxt
Involved$3,278,236InvolvedAmt
Method Of Amount DeterminationFMVMethodOfAmountDeterminationTxt

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