LOYOLA UNIVERSITY OF CHICAGO: Form 990, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- LOYOLA UNIVERSITY OF CHICAGO (EIN 36-1408475)
- Tax period
- 2022-07-01 to 2023-06-30
- Filed
- 2024-05-13
- IRS object ID
- 202441349349304749
- 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
- Form 990
- Schedule A
- Schedule B
- Schedule C
- Schedule D
- Schedule E
- Schedule F
- Schedule G
- Schedule I
- Schedule J
- Schedule L
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-05-13T13:42:45+00:00 | ReturnTs |
| Tax Period End | 2023-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 346565596 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ERNST & YOUNG US LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 155 N WACKER DRIVE | AddressLine1Txt |
| City | CHICAGO | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60606 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2022-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 361408475 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Loyola University of Chicago | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | LOYO | BusinessNameControlTxt |
| Phone | 3129157676 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 820 N MICHIGAN AVENUE | AddressLine1Txt |
| City | CHICAGO | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 606112147 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | WAYNE MAGDZIARZ | PersonNm |
| Person Title | SR VP & CFO/CBO | PersonTitleTxt |
| Phone | 3129156403 | PhoneNum |
| Signature | 2024-05-13 | SignatureDt |
| Discuss With Paid Preparer | false | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | WAYNE | PersonFirstNm |
| Person Last | MAGDZIARZ | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
| 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 | Kristen Farr Capizzi | PreparerPersonNm |
| PTIN | P02176875 | PTIN |
| Phone | 3128792000 | PhoneNum |
| Preparation | 2024-05-08 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2022 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990 IRS990
Principal Ofcr Business Name PrincipalOfcrBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MARK C REED | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 820 N MICHIGAN AVENUE | AddressLine1Txt |
| City | CHICAGO | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 606112147 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $1,528,472,917 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.LUC.EDU | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1909 | FormationYr |
| Legal Domicile State | IL | LegalDomicileStateCd |
| Activity Or Mission | WE ARE ONE OF THE NATION'S LARGEST JESUIT, CATHOLIC UNIVERSITIES WITH OVER 17,000 STUDENTS. WE WORK TO EXPAND KNOWLEDGE THROUGH LEARNING, JUSTICE, AND FAITH. | ActivityOrMissionDesc |
| Voting Members Governing Body | 34 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 33 | VotingMembersIndependentCnt |
| Total Employee | 9569 | TotalEmployeeCnt |
| Total Volunteers | 1216 | TotalVolunteersCnt |
| Total Gross UBI | $709,023 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $81,322 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $161,742,470 | PYContributionsGrantsAmt |
| CY Contributions Grants | $85,943,611 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $799,610,734 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $825,867,994 | CYProgramServiceRevenueAmt |
| PY Investment Income | $107,482,488 | PYInvestmentIncomeAmt |
| CY Investment Income | $80,317,898 | CYInvestmentIncomeAmt |
| PY Other Revenue | $526,208 | PYOtherRevenueAmt |
| CY Other Revenue | $608,925 | CYOtherRevenueAmt |
| PY Total Revenue | $1,069,361,900 | PYTotalRevenueAmt |
| CY Total Revenue | $992,738,428 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $281,651,950 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $291,428,062 | CYGrantsAndSimilarPaidAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $360,008,464 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $384,925,097 | CYSalariesCompEmpBnftPaidAmt |
| CY Total Prof Fndrsng Expns | $118,500 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $15,660,312 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $248,097,544 | PYOtherExpensesAmt |
| CY Other Expenses | $236,760,522 | CYOtherExpensesAmt |
| PY Total Expenses | $889,757,958 | PYTotalExpensesAmt |
| CY Total Expenses | $913,232,181 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $179,603,942 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $79,506,247 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $2,422,309,997 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,487,525,875 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $439,116,219 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $412,337,715 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $1,983,193,778 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $2,075,188,160 | NetAssetsOrFundBalancesEOYAmt |
| Mission | WE ARE CHICAGO'S JESUIT, CATHOLIC UNIVERSITY - A DIVERSE COMMUNITY SEEKING GOD IN ALL THINGS AND WORKING TO EXPAND KNOWLEDGE IN THE SERVICE OF HUMANITY THROUGH LEARNING, JUSTICE, AND FAITH. | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $695,919,965 | ExpenseAmt |
| Grant | $285,470,346 | GrantAmt |
| Revenue | $744,377,019 | RevenueAmt |
| Desc | HIGHER EDUCATION: LOYOLA UNIVERSITY CHICAGO EDUCATED APPROXIMATELY 11,700 UNDERGRADUATE & 5,200 GRADUATE & PROFESSIONAL STUDENTS. LOYOLA STRIVES TO DELIVER THE PREMIER UNDERGRADUATE EDUCATIONAL EXPERIENCE IN CHICAGO, CHARACTERIZED BY A TRANSFORMATIVE EXPERIENCE IN THE JESUIT TRADITION & A COMMITMENT TO THE UNDERSERVED. AT THE GRADUATE & PROFESSIONAL LEVELS, LOYOLA DELIVERS A HIGH-QUALITY EDUCATION THAT IS CHARACTERIZED BY EXCELLENCE, INNOVATION, JUSTICE, & LEADERSHIP. LUC IS HOME TO 15 SCHOOLS, COLLEGES, AND INSTITUTES. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $80,857,602 | ExpenseAmt |
| Grant | $1,943,034 | GrantAmt |
| Revenue | $81,858,185 | RevenueAmt |
| Desc | HIGHER EDUCATION AUXILIARY SERVICES: LOYOLA UNIVERSITY CHICAGO PROVIDES VARIOUS GOODS AND SERVICES FOR THE BENEFIT OF ITS STUDENTS, FACULTY AND STAFF, AND IN SUPPORT OF EDUCATIONAL ACTIVITIES. SERVICES INCLUDE STUDENT HOUSING, FOOD SERVICE, BOOKSTORES, RECREATIONAL FACILITIES AND TRANSPORTATION. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $41,064,152 | ExpenseAmt |
| Grant | $4,014,682 | GrantAmt |
| Revenue | $0 | RevenueAmt |
| Desc | RESEARCH: LOYOLA UNIVERSITY CHICAGO ENGAGES IN EXTERNALLY FUNDED RESEARCH PROJECTS PRIMARILY IN MEDICINE AND THE BASIC SCIENCES. THROUGH LOYOLA'S HEALTH SCIENCES DIVISION AND PRIMARILY THROUGH THE STRITCH SCHOOL OF MEDICINE, THE UNIVERSITY IS FOCUSED ON THE DEVELOPMENT AND ADVANCEMENT OF MEDICAL KNOWLEDGE AS WELL AS THE TRAINING OF STUDENTS IN THE RESEARCH PROCESS. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $817,841,719 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (true) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (true) | ScheduleBRequiredInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | Yes (true) | LobbyingActivitiesInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Conservation Easements | Yes (true) | ConservationEasementsInd |
| Collections Of Art | Yes (true) | CollectionsOfArtInd |
| Credit Counseling | Yes (true) | 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 | false | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | false | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (true) | ConsolidatedAuditFinclStmtInd |
| School Operating | Yes (true) | SchoolOperatingInd |
| Foreign Office | Yes (true) | ForeignOfficeInd |
| Foreign Activities | Yes (true) | ForeignActivitiesInd |
| More Than5000 K To Org | Yes (true) | 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 | false | TaxExemptBondsInd |
| 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 | Yes (true) | 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 | Yes (true) | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | Yes (true) | 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 | 24135 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (true) | BackupWthldComplianceInd |
| Employee | 9569 | 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 | IT | ForeignCountryCd |
| Foreign Country | UK | ForeignCountryCd |
| Foreign Country | VM | 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 | 34 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 33 | 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 |
| 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 | Yes (true) | InvestmentInJointVentureInd |
| Written Policy Or Procedure | Yes (true) | WrittenPolicyOrProcedureInd |
| States Where Copy Of Return Is Fld | CO | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | HI | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | AK | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MD | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MI | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NH | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | ND | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | OK | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | OR | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | SC | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | WA | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | TERESA KRAFCISIN CONTROLLER | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 3129157676 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 820 N MICHIGAN AVENUE | AddressLine1Txt |
| City | CHICAGO | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60611 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (73 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 |
|---|---|---|---|---|---|---|---|---|---|---|
| JO ANN ROONEY | ||||||||||
| PRESIDENT (TERM ENDED 09/2022) | 40.0 | 0.0 | Yes (X) | Yes (X) | $832,109 | $0 | $54,819 | |||
| MARK C REED | ||||||||||
| PRESIDENT (EFF. 10/2022) | 40.0 | 0.0 | Yes (X) | Yes (X) | $281,731 | $0 | $90,839 | |||
| ALICIA GONZALEZ | ||||||||||
| TRUSTEE (EFF. 06/2023) | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||||
| ANTONIO ORTIZ | ||||||||||
| TRUSTEE (EFF. 06/2023) | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||||
| BARRY C MCCABE | ||||||||||
| TRUSTEE (TERM ENDED 06/2023) | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||||
| BRIAN K SPEERS | ||||||||||
| TRUSTEE | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||||
| BRIAN W FITZPATRICK | ||||||||||
| TRUSTEE (EFF. 06/2023) | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||||
| BRYAN TRAUBERT | ||||||||||
| TRUSTEE | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||||
| CYNTHIA HANK STARK | ||||||||||
| TRUSTEE (TERM ENDED 06/2023) | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||||
| EDWARD J SIEBERT SJ | ||||||||||
| TRUSTEE | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||||
| EILEEN WRENN MITCHELL | ||||||||||
| TRUSTEE | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||||
| ELIZABETH PARKINSON | ||||||||||
| TRUSTEE | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||||
| ELLEN S ALBERDING | ||||||||||
| TRUSTEE | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||||
| GREG O'MEARA SJ | ||||||||||
| TRUSTEE | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||||
| JACKIE TAYLOR HOLSTEN | ||||||||||
| TRUSTEE (TERM ENDED 07/2022) | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||||
| JENNIFER CAROLAN | ||||||||||
| TRUSTEE (EFF. 06/2023) | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||||
| JOHN G SCHREIBER | ||||||||||
| BOARD CHAIR (EFF. 06/2023), TRUSTEE | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||||
| JOHN P FITZGIBBONS SJ | ||||||||||
| TRUSTEE | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||||
| JULIE H SULLIVAN | ||||||||||
| TRUSTEE | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||||
| KEVIN W WILLER | ||||||||||
| TRUSTEE | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||||
| KIM BLICKENSTAFF | ||||||||||
| TRUSTEE (TERM ENDED 06/2023) | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||||
| LAUREN SERRA HENDERSON | ||||||||||
| TRUSTEE (EFF. 09/2022) | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||||
| MARGARET MARY COSGROVE BVM | ||||||||||
| TRUSTEE | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||||
| MARK A HOPPE | ||||||||||
| VICE CHAIR (TERM ENDED 06/2023), TRUSTEE | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||||
| MARK S RZEPCZYNSKI | ||||||||||
| TRUSTEE | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||||
| MARY HASTEN | ||||||||||
| TRUSTEE | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||||
| MELANIE C DREHER | ||||||||||
| TRUSTEE (TERM ENDED 06/2023) | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||||
| MELODY SPANN COOPER | ||||||||||
| TRUSTEE (EFF. 06/2023) | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||||
| MICHAEL R HANEY | ||||||||||
| TRUSTEE | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||||
| OMAR A BROWN | ||||||||||
| TRUSTEE (EFF. 06/2023) | 1.0 | Yes (X) | $0 | $0 | $0 | |||||
| PATRICK E MCGRATH SJ | ||||||||||
| TRUSTEE | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||||
| RICK HAMMOND | ||||||||||
| TRUSTEE | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||||
| ROBERT A SULLIVAN | ||||||||||
| TRUSTEE | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||||
| ROBERT G CLARK | ||||||||||
| TRUSTEE (TERM ENDED 12/2022) | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||||
| ROBERT L NIEHOFF SJ | ||||||||||
| TRUSTEE | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||||
| ROCCO J MARTINO | ||||||||||
| TRUSTEE | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||||
| SHARON L O'KEEFE | ||||||||||
| TRUSTEE (TERM ENDED 06/2023) | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||||
| SUSAN S SHER | ||||||||||
| BOARD CHAIR, TRUSTEE (TERM ENDED 06/2023) | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||||
| TAYLOR J O'MALLEY | ||||||||||
| TRUSTEE | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||||
| TIMOTHY P KESICKI SJ | ||||||||||
| VICE CHAIR (EFF. 06/2023), TRUSTEE | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||||
| WALTER C DEYE SJ | ||||||||||
| TRUSTEE | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||||
| WILLIAM F LYNCH | ||||||||||
| TRUSTEE | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||||
| WILLIAM G KISTNER | ||||||||||
| TRUSTEE | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||||
| CLAIRE NOONAN | ||||||||||
| VP MISSION INTEGRATION (EFF. 07/2022) | 40.0 | 0.0 | Yes (X) | $97,659 | $0 | $15,906 | ||||
| DOMINIQUE JORDAN TURNER | ||||||||||
| VP INST. DEI & CHIEF INCL. OFFICER | 40.0 | 0.0 | Yes (X) | $265,167 | $0 | $14,929 | ||||
| JAMES PREHN SJ | ||||||||||
| VP & CHIEF OF STAFF (TERM ENDED 03/2023) | 40.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||||
| JEREMY W LANGFORD | ||||||||||
| VP MARKETING & COMMUNICATIONS | 40.0 | 0.0 | Yes (X) | $320,243 | $0 | $31,723 | ||||
| JOHN M SCHIETINGER | ||||||||||
| ASSISTANT SECRETARY | 40.0 | 0.0 | Yes (X) | $182,979 | $0 | $40,243 | ||||
| JONATHAN BUCHBINDER | ||||||||||
| TREASURER (EFF. 04/2023) | 40.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||||
| KAREN PACIERO | ||||||||||
| VP OF ADVANCEMENT | 40.0 | 0.0 | Yes (X) | $411,642 | $0 | $60,761 | ||||
| KEITH CHAMPAGNE | ||||||||||
| VP STUDENT DEVELOPMENT | 40.0 | 0.0 | Yes (X) | $299,190 | $0 | $11,826 | ||||
| MARGARET FAUT CALLAHAN | ||||||||||
| PROVOST, CHIEF ACADEMIC OFFICER | 40.0 | 0.0 | Yes (X) | $636,194 | $0 | $52,227 | ||||
| PAMELA G COSTAS | ||||||||||
| VP GENERAL COUNSEL & SECRETARY | 40.0 | 0.0 | Yes (X) | $387,993 | $0 | $42,753 | ||||
| PAUL G ROBERTS | ||||||||||
| VP FOR ENROLL. MGMT. & ST. SUCCESS | 40.0 | 0.0 | Yes (X) | $397,562 | $0 | $44,532 | ||||
| PHILIP D HALE | ||||||||||
| VP CIVIC ENGAGEMENT & GOVT AFFAIRS | 40.0 | 0.0 | Yes (X) | $246,140 | $0 | $44,338 | ||||
| SUSAN BODIN | ||||||||||
| TREASURER (TERM ENDED 04/2023) | 40.0 | 0.0 | Yes (X) | $230,943 | $0 | $45,700 | ||||
| SUSAN M MALISCH | ||||||||||
| VP & CHIEF INFORMATION OFFICER (TERM ENDED 02/2023) | 40.0 | 0.0 | Yes (X) | $366,266 | $0 | $44,059 | ||||
| THOMAS M KELLY | ||||||||||
| SR VP ADMINISTRATION | 40.0 | 0.0 | Yes (X) | $422,486 | $0 | $64,121 | ||||
| THOMAS NEITZKE SJ | ||||||||||
| VP & SPECIAL ASSIST. PRESIDENT (EFF. 06/2023) | 40.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||||
| WAYNE MAGDZIARZ | ||||||||||
| SR VP & CFO/CBO | 40.0 | 0.0 | Yes (X) | $477,942 | $0 | $40,741 | ||||
| WINIFRED WILLIAMS | ||||||||||
| VP & CHIEF HR OFFICER (TERM ENDED 09/2022) | 40.0 | 0.0 | Yes (X) | $250,849 | $0 | $33,578 | ||||
| KATHARINE WYATT | ||||||||||
| CHIEF INVESTMENT OFFICER | 40.0 | 0.0 | $438,306 | $0 | $63,207 | Yes (X) | ||||
| MICHAEL BEHNAM | ||||||||||
| DEAN, QUINLAN SCHOOL OF BUSINESS | 40.0 | 0.0 | $169,825 | $0 | $11,640 | Yes (X) | ||||
| PETER SCHRAEDER | ||||||||||
| DEAN, COLLEGE OF ARTS & SCIENCES | 40.0 | 0.0 | $289,339 | $0 | $104,760 | Yes (X) | ||||
| SAM MARZO | ||||||||||
| DEAN, STRITCH SCHOOL OF MEDICINE | 40.0 | 0.0 | $706,102 | $0 | $64,321 | Yes (X) | ||||
| CARLTON VALENTINE | ||||||||||
| HEAD COACH MEN'S BASKETBALL | 40.0 | 0.0 | $822,457 | $0 | $61,132 | Yes (X) | ||||
| KEVIN STEVENS | ||||||||||
| FORMER KEY EMPLOYEE | 40.0 | 0.0 | $451,296 | $0 | $12,369 | Yes (X) | ||||
| MEHARVAN SINGH | ||||||||||
| VICE PROVOST FOR RESEARCH | 40.0 | 0.0 | $400,941 | $0 | $59,740 | Yes (X) | ||||
| NORBERTO GRZYWACZ | ||||||||||
| FORMER PROVOST, CHIEF ACADEMIC OFFICER | 40.0 | 0.0 | $875,363 | $0 | $46,441 | Yes (X) | ||||
| STEPHEN WATSON | ||||||||||
| DIRECTOR, ATHLETICS | 40.0 | 0.0 | $359,823 | $0 | $59,557 | Yes (X) | ||||
| JANE NEUFELD | ||||||||||
| FORMER OFFICER | 40.0 | 0.0 | $159,286 | $0 | $29,736 | Yes (X) | ||||
| LORNA FINNEGAN | ||||||||||
| FORMER KEY EMPLOYEE | 40.0 | 0.0 | $308,368 | $0 | $52,918 | Yes (X) | ||||
| MACIEK NOWAK | ||||||||||
| FORMER KEY EMPLOYEE | 40.0 | 0.0 | $360,090 | $0 | $36,704 | Yes (X) | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $11,448,291 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $1,335,620 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 876 | 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 | Address Line2ContractorAddress/USAddress/AddressLine2Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|---|
| ARAMARK SERVICES INC | ||||||
| 1125 W LOYOLA AVE | SUITE 110 | CHICAGO | IL | 60626 | Food Services | $22,371,179 |
| B STROMBERG CONSTRUCTION CO | ||||||
| 5831 DEMPSTER ST | MORTON GROVE | IL | 60053 | Construction | $8,667,990 | |
| THE MILLARD GROUP | ||||||
| 94346 EAGLE WAY | CHICAGO | IL | 60678 | HOUSEKEEPING | $4,931,907 | |
| ALLIED UNIVERSAL JANITORIAL | ||||||
| 161 WASHINGTON ST | CONSHOHOCKEN | PA | 19428 | Housekeeping | $4,199,684 | |
| POWER CONSTRUCTION COMPANY LLC | ||||||
| 8750 W BRYN MAWR AVE | CHICAGO | IL | 60631 | Construction | $3,815,519 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 149 | CntrctRcvdGreaterThan100KCnt |
| Fundraising | $38,588 | FundraisingAmt |
| Related Organizations | $835,307 | RelatedOrganizationsAmt |
| Government Grants | $40,047,462 | GovernmentGrantsAmt |
| All Other Contributions | $45,022,254 | AllOtherContributionsAmt |
| Noncash Contributions | $2,178,319 | NoncashContributionsAmt |
| Total Contributions | $85,943,611 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (4 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| TUITION AND FEES | 611710 | $696,361,510 | $696,361,510 |
| AUXILIARY | 611710 | $81,834,290 | $81,834,290 |
| ACADEMIC SUPPORT-TRINITY HEALTH | 611710 | $28,427,160 | $28,427,160 |
| OTHER STUDENT SERVICES | 611710 | $19,245,034 | $19,245,034 |
Total Oth Program Service Rev TotalOthProgramServiceRevGrp
| 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) |
|---|---|---|
| Total Program Service Revenue | $825,867,994 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $15,459,356 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | $96,427 | UnrelatedBusinessRevenueAmt |
| Exclusion | $15,362,929 | ExclusionAmt |
Royalties Revenue RoyaltiesRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $153,452 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $153,452 | RelatedOrExemptFuncIncomeAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $12,789,599 | RealAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $13,132,006 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | -$342,407 | RealAmt |
| Personal | $0 | PersonalAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$342,407 | TotalRevenueColumnAmt |
| Exclusion | -$342,407 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $585,841,724 | SecuritiesAmt |
| Other | $1,545,125 | OtherAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $521,402,014 | SecuritiesAmt |
| Other | $1,126,293 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $64,439,710 | SecuritiesAmt |
| Other | $418,832 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $64,858,542 | TotalRevenueColumnAmt |
| Exclusion | $64,858,542 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $45,702 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $38,588 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $74,176 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$28,474 | TotalRevenueColumnAmt |
| Exclusion | -$28,474 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt | Unrelated Business RevenueUnrelatedBusinessRevenueAmt |
|---|---|---|---|---|
| INTEREST ON STUDENT LOANS | 611600 | $213,758 | $213,758 | |
| Fitness center | 713940 | $143,467 | $143,467 | |
| Conference services | 531120 | $23,896 | $23,896 |
Miscellaneous Revenue MiscellaneousRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $445,233 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $445,233 | UnrelatedBusinessRevenueAmt |
| Exclusion | $0 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $826,354 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $992,738,428 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $826,235,204 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $709,023 | UnrelatedBusinessRevenueAmt |
| Exclusion | $79,850,590 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,607,179 | TotalAmt |
| Program Services | $3,607,179 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $286,578,006 | TotalAmt |
| Program Services | $286,578,006 | ProgramServicesAmt |
Foreign Grants ForeignGrantsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,242,877 | TotalAmt |
| Program Services | $1,242,877 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $10,778,838 | TotalAmt |
| Program Services | $4,376,687 | ProgramServicesAmt |
| Management And General | $5,574,683 | ManagementAndGeneralAmt |
| Fundraising | $827,468 | FundraisingAmt |
Comp Disqual Persons CompDisqualPersonsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $13,421 | TotalAmt |
| Program Services | $13,421 | ProgramServicesAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $299,513,950 | TotalAmt |
| Program Services | $265,664,833 | ProgramServicesAmt |
| Management And General | $26,031,769 | ManagementAndGeneralAmt |
| Fundraising | $7,817,348 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $20,808,776 | TotalAmt |
| Program Services | $16,265,747 | ProgramServicesAmt |
| Management And General | $3,420,887 | ManagementAndGeneralAmt |
| Fundraising | $1,122,142 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $32,737,413 | TotalAmt |
| Program Services | $25,898,738 | ProgramServicesAmt |
| Management And General | $5,172,847 | ManagementAndGeneralAmt |
| Fundraising | $1,665,828 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $21,072,699 | TotalAmt |
| Program Services | $20,570,673 | ProgramServicesAmt |
| Management And General | $502,026 | ManagementAndGeneralAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $234,308 | TotalAmt |
| Program Services | $134,472 | ProgramServicesAmt |
| Management And General | $99,763 | ManagementAndGeneralAmt |
| Fundraising | $73 | FundraisingAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $510,304 | TotalAmt |
| Program Services | $31,454 | ProgramServicesAmt |
| Management And General | $478,850 | ManagementAndGeneralAmt |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $118,500 | TotalAmt |
| Fundraising | $118,500 | FundraisingAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,188,948 | TotalAmt |
| Management And General | $6,188,948 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $32,523,878 | TotalAmt |
| Program Services | $28,637,327 | ProgramServicesAmt |
| Management And General | $2,262,366 | ManagementAndGeneralAmt |
| Fundraising | $1,624,185 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,237,310 | TotalAmt |
| Program Services | $3,529,118 | ProgramServicesAmt |
| Management And General | $2,626,639 | ManagementAndGeneralAmt |
| Fundraising | $81,553 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $29,447,003 | TotalAmt |
| Program Services | $27,288,115 | ProgramServicesAmt |
| Management And General | $1,098,566 | ManagementAndGeneralAmt |
| Fundraising | $1,060,322 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $14,679,782 | TotalAmt |
| Program Services | $5,687,471 | ProgramServicesAmt |
| Management And General | $8,654,215 | ManagementAndGeneralAmt |
| Fundraising | $338,096 | FundraisingAmt |
Royalties RoyaltiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,611 | TotalAmt |
| Program Services | $1,611 | ProgramServicesAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $25,429,664 | TotalAmt |
| Program Services | $22,143,618 | ProgramServicesAmt |
| Management And General | $3,268,521 | ManagementAndGeneralAmt |
| Fundraising | $17,525 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,357,356 | TotalAmt |
| Program Services | $5,305,485 | ProgramServicesAmt |
| Management And General | $19,858 | ManagementAndGeneralAmt |
| Fundraising | $32,013 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,401,094 | TotalAmt |
| Program Services | $6,717,367 | ProgramServicesAmt |
| Management And General | $273,508 | ManagementAndGeneralAmt |
| Fundraising | $410,219 | FundraisingAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,323,703 | TotalAmt |
| Program Services | $7,209,173 | ProgramServicesAmt |
| Management And General | $114,530 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $55,499,335 | TotalAmt |
| Program Services | $43,371,624 | ProgramServicesAmt |
| Management And General | $12,081,958 | ManagementAndGeneralAmt |
| Fundraising | $45,753 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,200,144 | TotalAmt |
| Program Services | $6,199,465 | ProgramServicesAmt |
| Management And General | $1,000,519 | ManagementAndGeneralAmt |
| Fundraising | $160 | FundraisingAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| AUXILIARY | $20,175,473 | $20,165,626 | $9,847 | $0 |
| ACADEMIC | $7,417,244 | $7,211,796 | $205,448 | $0 |
| STUDENT | $5,329,096 | $4,931,197 | $397,899 | $0 |
| INSTITUTIONAL SUPPORT | $4,414,013 | $3,858,366 | $56,520 | $499,127 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,390,256 | TotalAmt |
| Program Services | $1,200,273 | ProgramServicesAmt |
| Management And General | $189,983 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $913,232,181 | TotalAmt |
| Program Services | $817,841,719 | ProgramServicesAmt |
| Management And General | $79,730,150 | ManagementAndGeneralAmt |
| Fundraising | $15,660,312 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $10,065,052 | BOYAmt |
| EOY | $10,789,574 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $70,872,424 | BOYAmt |
| EOY | $81,580,207 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $70,172,660 | BOYAmt |
| EOY | $58,770,737 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,480,954 | BOYAmt |
| EOY | $10,647,638 | EOYAmt |
Receivables From Officers Etc ReceivablesFromOfficersEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $40,510 | 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 | $9,714,581 | BOYAmt |
| EOY | $8,519,624 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $15,449 | BOYAmt |
| EOY | $18,782 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,933,873 | BOYAmt |
| EOY | $9,620,720 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $1,941,165,744 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $936,681,358 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,019,824,622 | BOYAmt |
| EOY | $1,004,484,386 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $565,880,899 | BOYAmt |
| EOY | $503,075,654 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $638,516,806 | BOYAmt |
| EOY | $781,599,518 | EOYAmt |
Investments Program Related InvestmentsProgramRelatedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,191,236 | BOYAmt |
| EOY | $1,226,754 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $17,600,931 | BOYAmt |
| EOY | $17,192,281 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,422,309,997 | BOYAmt |
| EOY | $2,487,525,875 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $59,931,261 | BOYAmt |
| EOY | $56,102,904 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $42,288,856 | BOYAmt |
| EOY | $42,305,714 | EOYAmt |
Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $80,121,762 | BOYAmt |
Escrow Account Liability EscrowAccountLiabilityGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,796,221 | BOYAmt |
| EOY | $1,993,088 | 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 | $6,247,062 | BOYAmt |
| EOY | $5,614,992 | EOYAmt |
Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $194,704,554 | BOYAmt |
| EOY | $261,051,612 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $54,026,503 | BOYAmt |
| EOY | $45,269,405 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $439,116,219 | BOYAmt |
| EOY | $412,337,715 | EOYAmt |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,422,488,029 | BOYAmt |
| EOY | $1,483,194,269 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $560,705,749 | BOYAmt |
| EOY | $591,993,891 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,983,193,778 | BOYAmt |
| EOY | $2,075,188,160 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,422,309,997 | BOYAmt |
| EOY | $2,487,525,875 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $79,506,247 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $9,018,351 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $3,469,784 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | false | AccountantCompileOrReviewInd |
| FS Audited | Yes (true) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Consolidated Basis Fincl Stmt | Yes (X) | ConsolidatedBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| 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 | $77,315,426 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $76,719,719 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $69,634,213 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $161,742,470 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $85,943,611 | CurrentTaxYearAmt |
| Total | $471,355,439 | 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 | $77,315,426 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $76,719,719 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $69,634,213 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $161,742,470 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $85,943,611 | CurrentTaxYearAmt |
| Total | $471,355,439 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $45,194,605 | SubstantialContributorsTotAmt |
| Public Support Total170 | $426,160,834 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $30,922,589 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $27,996,133 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $24,394,044 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $25,372,046 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $28,616,165 | CurrentTaxYearAmt |
| Total | $137,300,977 | TotalAmt |
Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $301,827 | 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 | $91,469 | CurrentTaxYearAmt |
| Total | $393,296 | 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 | $52,566 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $45,702 | CurrentTaxYearAmt |
| Total | $98,268 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $609,147,980 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $3,790,470,550 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.6996 | PublicSupportCY170Pct |
| Public Support PY170 | 0.6887 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
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 - INCOME FROM FUNDRAISING EVENTS, COLUMN A - , COLUMN B - , COLUMN C - , COLUMN D - 52566.0, COLUMN E - 45702.0, COLUMN F - 98268.0; | 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 | Yes (true) | MailingsMembersInd |
| Mailings Members | $30 | MailingsMembersAmt |
| Publications Or Broadcast | false | PublicationsOrBroadcastInd |
| Grants Other Organizations | false | GrantsOtherOrganizationsInd |
| Direct Contact Legislators | Yes (true) | DirectContactLegislatorsInd |
| Direct Contact Legislators | $172,469 | DirectContactLegislatorsAmt |
| Rallies Demonstrations | false | RalliesDemonstrationsInd |
| Other Activities | false | OtherActivitiesInd |
| Total Lobbying Expenditures | $172,499 | TotalLobbyingExpendituresAmt |
| Not Described Section501c3 | false | NotDescribedSection501c3Ind |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Schedule C, Part II-B, Line 1b PAID STAFF OF MANAGEMENT | PHILIP D. HALE, VICE PRESIDENT FOR CIVIC ENGAGEMENT & GOVERNMENT AFFAIRS, IS REGISTERED AS A LOBBYIST WITH THE U.S. HOUSE OF REPRESENTATIVES, THE UNITED STATES SENATE, AND THE STATE OF ILLINOIS. |
| Schedule C, Part II-B, Line 1g DIRECT CONTACT WITH LEGISLATORS | DURING FISCAL YEAR 2023, THE LOBBYING ACTIVITIES OF THE UNIVERSITY INVOLVED CONTACTS WITH LEGISLATORS AND THEIR STAFFS AT THE FEDERAL, STATE, AND CITY LEVELS. THESE CONTACTS, THROUGH OFFICE VISITS, PHONE CONVERSATIONS, AND LARGE GATHERINGS WERE PRINCIPALLY FOR PURPOSES OF GOODWILL, FOR CONGRESSIONALLY DIRECTED SPENDING, FOR SUPPORT FOR STUDENT DREAMERS, AND FOR ISSUES RELATED TO STUDENT FINANCIAL AID AT THE FEDERAL AND STATE LEVELS. |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Historic Structure | Yes (X) | HistoricStructureInd |
| Total Easements | 6 | TotalEasementsCnt |
| Historic Structure Easements | 6 | HistoricStructureEasementsCnt |
| Modified Easements | 0 | ModifiedEasementsCnt |
| States Easements Held | 1 | StatesEasementsHeldCnt |
| Written Policy Monitoring | false | WrittenPolicyMonitoringInd |
| Staff Hours Spent Enforcement | 0.0 | StaffHoursSpentEnforcementCnt |
| Expenses Incurred Enforcement | $0 | ExpensesIncurredEnforcementAmt |
Art Public Exhibition Amounts ArtPublicExhibitionAmountsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Assets Included | $19,485,020 | AssetsIncludedAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Collection Used Pub Exhibition | Yes (X) | CollectionUsedPubExhibitionInd |
| Coll Used Scholarly Rsrch | Yes (X) | CollUsedScholarlyRsrchInd |
| Collection Used Preservation | Yes (X) | CollectionUsedPreservationInd |
| Coll Used Loan Or Exch Prog | Yes (X) | CollUsedLoanOrExchProgInd |
Collection Used Other Purposes CollectionUsedOtherPurposesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Collection Used Other Purposes | Yes (X) | CollectionUsedOtherPurposesInd |
| Other Purposes | SEE PART XIII | OtherPurposesDesc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Solicited Assets Sale | false | SolicitedAssetsSaleInd |
| Agent Trustee Etc | false | AgentTrusteeEtcInd |
| Incl Escrow Custodial Acct Liab | Yes (true) | InclEscrowCustodialAcctLiabInd |
| Explanation Provided | Yes (X) | ExplanationProvidedInd |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $900,070,383 | BeginningYearBalanceAmt |
| Contributions | $29,538,171 | ContributionsAmt |
| Investment Earnings Or Losses | $70,304,452 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $9,187,246 | GrantsOrScholarshipsAmt |
| Other Expenditures | $13,267,212 | OtherExpendituresAmt |
| Administrative Expenses | $6,103,202 | AdministrativeExpensesAmt |
| End Year Balance | $971,355,346 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $928,702,115 | BeginningYearBalanceAmt |
| Contributions | $60,728,421 | ContributionsAmt |
| Investment Earnings Or Losses | -$62,868,838 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $8,182,553 | GrantsOrScholarshipsAmt |
| Other Expenditures | $12,792,728 | OtherExpendituresAmt |
| Administrative Expenses | $5,516,034 | AdministrativeExpensesAmt |
| End Year Balance | $900,070,383 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $701,356,312 | BeginningYearBalanceAmt |
| Contributions | $17,039,881 | ContributionsAmt |
| Investment Earnings Or Losses | $234,617,258 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $7,375,289 | GrantsOrScholarshipsAmt |
| Other Expenditures | $11,415,401 | OtherExpendituresAmt |
| Administrative Expenses | $5,520,646 | AdministrativeExpensesAmt |
| End Year Balance | $928,702,115 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $690,327,666 | BeginningYearBalanceAmt |
| Contributions | $23,598,159 | ContributionsAmt |
| Investment Earnings Or Losses | $10,467,610 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $7,426,074 | GrantsOrScholarshipsAmt |
| Other Expenditures | $11,810,098 | OtherExpendituresAmt |
| Administrative Expenses | $3,800,951 | AdministrativeExpensesAmt |
| End Year Balance | $701,356,312 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $640,302,612 | BeginningYearBalanceAmt |
| Contributions | $33,956,035 | ContributionsAmt |
| Investment Earnings Or Losses | $34,065,410 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $6,371,061 | GrantsOrScholarshipsAmt |
| Other Expenditures | $8,909,985 | OtherExpendituresAmt |
| Administrative Expenses | $2,715,345 | AdministrativeExpensesAmt |
| End Year Balance | $690,327,666 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.5046 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.2559 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.2395 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | false | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | false | EndowmentsHeldRelatedOrgInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | $22,358,355 | InvestmentCostOrOtherBasisAmt |
| Other Cost Or Other Basis | $136,601,093 | OtherCostOrOtherBasisAmt |
| Book Value | $158,959,448 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | $68,995,106 | InvestmentCostOrOtherBasisAmt |
| Other Cost Or Other Basis | $1,440,172,798 | OtherCostOrOtherBasisAmt |
| Depreciation | $758,669,977 | DepreciationAmt |
| Book Value | $750,497,927 | BookValueAmt |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | $714,322 | InvestmentCostOrOtherBasisAmt |
| Other Cost Or Other Basis | $64,323,254 | OtherCostOrOtherBasisAmt |
| Depreciation | $50,238,091 | DepreciationAmt |
| Book Value | $14,799,485 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | $1,191,284 | InvestmentCostOrOtherBasisAmt |
| Other Cost Or Other Basis | $164,308,269 | OtherCostOrOtherBasisAmt |
| Depreciation | $127,773,290 | DepreciationAmt |
| Book Value | $37,726,263 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $42,501,263 | OtherCostOrOtherBasisAmt |
| Book Value | $42,501,263 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $1,004,484,386 | TotalBookValueLandBuildingsAmt |
Other Securities OtherSecuritiesGrp (7 entries)
| DescDesc | Book ValueBookValueAmt | Method ValuationMethodValuationCd |
|---|---|---|
| MARKETABLE EQUITY INVESTMENTS | $332,893,703 | F |
| PRIVATE EQUITY INVESTMENTS | $185,871,469 | F |
| FIXED INCOME INVESTMENTS | ||
| REAL ESTATE | $14,327,771 | F |
| CASH CLEARING ACCOUNT | $3,205,957 | F |
| MARKETABLE ALTERNATIVES | $220,057,029 | F |
| OPPORTUNISTIC CREDIT | $25,243,589 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $781,599,518 | TotalBookValueSecuritiesAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (4 entries)
| DescDesc | AmtAmt |
|---|---|
| COND. ASSET RETIREMENT OBLIGATION | $3,088,497 |
| REFUNDABLE US GOV STUDENT LOAN FUNDS | $7,532,672 |
| PENSION AND OTHER POST RETIREMENT | $33,451,198 |
| LEASE LIABILITY - OPERATING | $1,197,038 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $45,269,405 | TotalLiabilityAmt |
Supplemental Information Detail SupplementalInformationDetail (4 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Schedule D, Part III, Line 4 DESCRIPTION AND PURPOSE OF ORGANIZATION'S ART COLLECTIONS | LOYOLA UNIVERSITY MUSEUM OF ART (LUMA) CONTRIBUTES TO THE UNIVERSITY'S ACADEMIC LANDSCAPE, AFFIRMING OUR JESUIT, CATHOLIC TRADITIONS THROUGH ART AND CULTURE. LUMA FUNCTIONS AS BOTH A SPECIAL EVENT AND EXHIBITION SPACE, SERVES CLASSES THAT ARRANGE MUSEUM VISITS, AND SUPPORTS ACADEMIC ENTERPRISE ACROSS THE UNIVERSITY THROUGH ITS COLLECTIONS, EXHIBITIONS, AND EDUCATIONAL PROGRAMS. THE UNIVERSITY MAINTAINS ITS CARE FOR AND DISPLAY OF THE D'ARCY COLLECTION OF MEDIEVAL, RENAISSANCE, AND BAROQUE ART. LUMA SHOWS ITS BELOVED ANNUAL CRCHE EXHIBITION AND SOLICITS BOTH INTERNAL STUDENT AND/OR FACULTY EXHIBITIONS AS WELL AS PERIODIC EXTERNAL EXHIBITIONS. ADDITIONALLY, LUMA HAS THE ABILITY TO SHOWCASE NUMEROUS OTHER UNIVERSITY-OWNED HOLDINGS, INCLUDING MANY PIECES FROM THE CUNEO MANSION. |
| Schedule D, Part V, Line 4 INTENDED USE OF ENDOWMENT FUNDS | THE ENDOWMENT FUNDS HAVE BEEN ESTABLISHED TO PROVIDE A STABLE SOURCE OF FUNDING FOR UNIVERSITY ACADEMIC PROGRAMS, FINANCIAL AID, AND FACULTY SUPPORT ON A LONG-TERM TIME HORIZON. |
| Schedule D, Part II, Line 9 Conservation easements financial reporting | SCHEDULE D, PART II, LINES 5, 6, 7 AND 9 THE UNIVERSITY HAS ONE PROPERTY LISTED ON THE NATIONAL REGISTER OF HISTORIC PLACES: THE MUNDELEIN CENTER. THE UNIVERSITY HAS FIVE PROPERTIES THAT ARE DESIGNATED AS CHICAGO LANDMARKS: THE MADONNA DELLA STRADA CHAPEL, LEWIS TOWERS, THE MUNDELEIN CENTER, BURROWES HALL AND PIPER HALL. THERE IS NO SPECIFIC WRITTEN POLICY REGARDING THE PERIODIC MONITORING, INSPECTION, VIOLATIONS, AND ENFORCEMENT OF THE CONSERVATION EASEMENTS HELD BY THE UNIVERSITY. HOWEVER, THE OFFICE OF THE GENERAL COUNSEL AND THE UNIVERSITY'S FACILITIES DEPARTMENT ARE AWARE OF THE REGULATIONS AND RESTRICTIONS ATTACHED TO THESE BUILDINGS, AS DICTATED BY THE NATIONAL REGISTER OF HISTORIC PLACES, THE NATIONAL PARK SERVICE, AND THE COMMISSION ON CHICAGO LANDMARKS. AS SUCH, BEFORE ANY CHANGES, MODIFICATIONS OR RENOVATIONS ARE MADE TO THESE STRUCTURES, THE APPROPRIATE RULES AND REGULATIONS ARE REVIEWED AND FOLLOWED. ADDITIONALLY, THE CONSERVATION EASEMENTS RELATED TO THE AFOREMENTIONED BUILDINGS ARE NOT REPORTED IN EITHER THE BALANCE SHEET OR THE REVENUE AND EXPENSE STATEMENT OF THE UNIVERSITY, AS THERE IS NO BOOK VALUE TO THOSE EASEMENTS. THEY ARE SOLELY MEASURES IN PLACE TO PROTECT THE HISTORICAL INTEGRITY OF THE BUILDINGS. |
| Schedule D, Part IV, Line 2b Explanation of escrow agreement | LOYOLA HOLDS ASSETS FOR VARIOUS STUDENT ORGANIZATIONS, STUDY ABROAD PROGRAMS, AND THIRD-PARTY SCHOLARSHIP AWARDS IN THE AGENCY ACCOUNTS, WHICH ARE PASS-THROUGH LIABILITY ACCOUNTS WHERE ASSETS ARE HELD FOR THE BENEFIT OF THE THIRD-PARTY. LOYOLA DOES NOT CONTROL HOW THESE FUNDS ARE SPENT AND HAS THESE ACCOUNTS SET UP FOR THE CONVENIENCE OF OUTSIDE ORGANIZATIONS TO USE LOYOLA'S SERVICES. |
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 | RACIALLY NONDISCRIMINATORY POLICY THE UNIVERSITY DISPLAYS A NOTICE ABOUT ITS RACIALLY NONDISCRIMINATORY POLICY ON THE MAIN PAGE OF ITS WEBSITE (WWW.LUC.EDU) AT ALL TIMES, WHICH IS PUBLICLY ACCESSIBLE ON THE INTERNET. |
| Schedule E, Part I, Line 6(a) FINANCIAL AID OR ASSISTANCE FROM A GOVERNMENT | A NUMBER OF FEDERAL, STATE AND LOCAL AGENCIES ISSUE GRANTS AND CONTRACTS TO THE UNIVERSITY FOR RESEARCH, TRAINING AND GENERAL EDUCATIONAL SUPPORT. |
Schedule F IRS990ScheduleF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (true) | GrantRecordsMaintainedInd |
Account Activities Outside US AccountActivitiesOutsideUSGrp (33 entries)
| RegionRegionTxt | OfficesOfficesCnt | EmployeeEmployeeCnt | Type Of Activities ConductedTypeOfActivitiesConductedTxt | Region Total ExpendituresRegionTotalExpendituresAmt | Specific Services ProvidedSpecificServicesProvidedTxt |
|---|---|---|---|---|---|
| East Asia and the Pacific | 0 | 0 | Investments | $15,695,244 | |
| Europe (Including Iceland and Greenland) | 0 | 0 | Investments | $90,428,293 | |
| Central America and the Caribbean | 0 | 0 | Investments | $278,948,124 | |
| Central America and the Caribbean | 0 | 0 | Grantmaking | $33,873 | |
| Europe (Including Iceland and Greenland) | 0 | 0 | Grantmaking | $766,437 | |
| North America (Canada & Mexico only) | 0 | 0 | Grantmaking | $74,997 | |
| Middle East and North Africa | 0 | 0 | Grantmaking | $29,132 | |
| Russia and Neighboring States | 0 | 0 | Grantmaking | $193,598 | |
| Sub-Saharan Africa | 0 | 0 | Grantmaking | $144,840 | |
| Europe (Including Iceland and Greenland) | 1 | 34 | Program Services | $9,791,681 | Study Abroad Campus |
| East Asia and the Pacific | 1 | 1 | Program Services | $211,605 | Study Abroad Campus |
| Central America and the Caribbean | 0 | 1 | Program Services | $3,000 | Honorarium |
| Europe (Including Iceland and Greenland) | 0 | 6 | Program Services | $11,750 | Honorarium |
| North America (Canada & Mexico only) | 0 | 3 | Program Services | $2,800 | Honorarium |
| South America | 0 | 3 | Program Services | $7,000 | Honorarium |
| East Asia and the Pacific | 0 | 1 | Program Services | $2,400 | Professional Services |
| Europe (Including Iceland and Greenland) | 0 | 6 | Program Services | $80,432 | Professional Services |
| North America (Canada & Mexico only) | 0 | 5 | Program Services | $5,500 | Professional Services |
| South America | 0 | 1 | Program Services | $3,695 | Professional Services |
| South Asia | 0 | 1 | Program Services | $4,420 | Professional Services |
| Sub-Saharan Africa | 0 | 2 | Program Services | $25,691 | Professional Services |
| Central America and the Caribbean | 0 | 1 | Program Services | $6,000 | Research |
| East Asia and the Pacific | 0 | 1 | Program Services | $250 | Research |
| Europe (Including Iceland and Greenland) | 0 | 4 | Program Services | $10,136 | Research |
| North America (Canada & Mexico only) | 0 | 1 | Program Services | $850 | Research |
| Russia and Neighboring States | 0 | 1 | Program Services | $250 | Research |
| South America | 0 | 2 | Program Services | $921 | Research |
| Sub-Saharan Africa | 0 | 1 | Program Services | $1,400 | Research |
| Central America and the Caribbean | 0 | 0 | Program Services | $35,174 | Study Abroad |
| South America | 0 | 0 | Program Services | $17,496 | Study Abroad |
| South Asia | 0 | 0 | Program Services | $247 | Study Abroad |
| Europe (Including Iceland and Greenland) | 0 | 0 | Program Services | $5,562 | Conference Travel |
| Europe (Including Iceland and Greenland) | 0 | 0 | Program Services | $120,090 | Men's Volleyball Tournament |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Offices | 2 | SubtotalOfficesCnt |
| Subtotal Employees | 49 | SubtotalEmployeesCnt |
| Continuation Total Office | 0 | ContinuationTotalOfficeCnt |
| Continuation Total Employee | 26 | ContinuationTotalEmployeeCnt |
| Total Office | 2 | TotalOfficeCnt |
| Total Employee | 75 | TotalEmployeeCnt |
| Subtotal Spent | $396,344,774 | SubtotalSpentAmt |
| Continuation Spent | $318,114 | ContinuationSpentAmt |
| Total Spent | $396,662,888 | TotalSpentAmt |
Grants To Org Outside US GrantsToOrgOutsideUSGrp (8 entries)
| RegionRegionTxt | Purpose Of GrantPurposeOfGrantTxt | Cash GrantCashGrantAmt | Manner Of Cash DisbursementMannerOfCashDisbursementTxt |
|---|---|---|---|
| Sub-Saharan Africa | Epidemiologic Transition | $54,000 | Wire transfer |
| Europe (Including Iceland and Greenland) | UTI Research | $75,110 | Wire transfer |
| Russia and Neighboring States | Bioethics Research | $29,517 | Wire transfer |
| North America (Canada & Mexico only) | Dimerization and Micropeptides | $48,167 | Wire transfer |
| Sub-Saharan Africa | Epidemiologic Transition | $84,404 | Wire transfer |
| Europe (Including Iceland and Greenland) | Capsule Biosynthesis | $32,997 | Wire transfer |
| Central America and the Caribbean | Epidemiologic Transition | $33,873 | Wire transfer |
| North America (Canada & Mexico only) | Plastic Spiraling In River Networks Research | $20,394 | Wire transfer |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 7 | Total501c3OrgCnt |
| Total Other Org | 1 | TotalOtherOrgCnt |
Foreign Individuals Grants ForeignIndividualsGrantsGrp (5 entries)
| Type Of AssistanceTypeOfAssistanceTxt | RegionRegionTxt | RecipientRecipientCnt | Cash GrantCashGrantAmt | Manner Of Cash DisbursementMannerOfCashDisbursementTxt |
|---|---|---|---|---|
| Scholarships | Europe (Including Iceland and Greenland) | 21 | $654,979 | Wire Transfer |
| Scholarships | Middle East and North Africa | 1 | $29,132 | Wire Transfer |
| Fellowships | North America (Canada & Mexico only) | 2 | $6,436 | Wire Transfer |
| Fellowships | Sub-Saharan Africa | 2 | $6,436 | Wire Transfer |
| Fellowships | Russia and Neighboring States | 14 | $164,081 | Wire Transfer |
| 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 | Yes (true) | BoycottCountriesInd |
Supplemental Information Detail SupplementalInformationDetail (4 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Schedule F, Part I, Line 2 Procedures for monitoring use of grant funds | ANY ORGANIZATIONS AND ENTITIES RECEIVING GRANTS FROM LUC ARE REQUIRED TO SUBMIT ANNUAL PROGRESS REPORTS ON THE USE OF THESE FUNDS. THESE PROGRESS REPORTS ARE MONITORED AND REVIEWED BY THE PRINCIPAL INVESTIGATORS TO ENSURE FUNDS ARE BEING USED APPROPRIATELY. |
| Schedule F, Part I, Line 3 Method used to account for expenditures on org's financial statements | CENTRAL AMERICA AND THE CARIBBEAN-Cash; EAST ASIA AND THE PACIFIC-Cash; EUROPE (INCLUDING ICELAND AND GREENLAND)-Cash; MIDDLE EAST AND NORTH AFRICA-Cash; NORTH AMERICA (CANADA & MEXICO ONLY)-Cash; RUSSIA AND NEIGHBORING STATES-Cash; SOUTH AMERICA-Cash; SOUTH ASIA-Cash; SUB-SAHARAN AFRICA-Cash |
| Schedule F, Part II, Line 1 Method used to account for expenditures on org's financial statements | CENTRAL AMERICA AND THE CARIBBEAN-Cash; EUROPE (INCLUDING ICELAND AND GREENLAND)-Cash; NORTH AMERICA (CANADA & MEXICO ONLY)-Cash; RUSSIA AND NEIGHBORING STATES-Cash; SUB-SAHARAN AFRICA-Cash |
| Schedule F, Part III Method used to account for expenditures on org's financial statements | EUROPE (INCLUDING ICELAND AND GREENLAND) -Cash MIDDLE EAST AND NORTH AFRICA -Cash NORTH AMERICA (CANADA & MEXICO ONLY) -Cash RUSSIA AND NEIGHBORING STATES -Cash SUB-SAHARAN AFRICA -Cash |
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
Organization Business Name OrganizationBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Katherine Floyd | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Activity | Campaign planning | ActivityTxt |
| Fundraiser Control Of Funds | false | FundraiserControlOfFundsInd |
| Gross Receipts | $0 | GrossReceiptsAmt |
| Retained By Contractor | $118,500 | RetainedByContractorAmt |
| Net To Organization | -$118,500 | NetToOrganizationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Gross Receipts | $0 | TotalGrossReceiptsAmt |
| Total Retained By Contractors | $118,500 | TotalRetainedByContractorsAmt |
| Total Net To Organization | -$118,500 | TotalNetToOrganizationAmt |
| Licensed States | CA | LicensedStatesCd |
| Licensed States | CO | LicensedStatesCd |
| Licensed States | CT | LicensedStatesCd |
| Licensed States | DE | LicensedStatesCd |
| Licensed States | DC | LicensedStatesCd |
| Licensed States | FL | LicensedStatesCd |
| Licensed States | GA | LicensedStatesCd |
| Licensed States | AL | LicensedStatesCd |
| Licensed States | HI | LicensedStatesCd |
| Licensed States | ID | LicensedStatesCd |
| Licensed States | IL | LicensedStatesCd |
| Licensed States | IN | LicensedStatesCd |
| Licensed States | IA | 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 | MO | LicensedStatesCd |
| Licensed States | MT | LicensedStatesCd |
| Licensed States | NE | 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 | AZ | LicensedStatesCd |
| Licensed States | RI | LicensedStatesCd |
| Licensed States | SC | LicensedStatesCd |
| Licensed States | SD | LicensedStatesCd |
| Licensed States | TN | LicensedStatesCd |
| Licensed States | TX | LicensedStatesCd |
| Licensed States | UT | LicensedStatesCd |
| Licensed States | VT | LicensedStatesCd |
| Licensed States | VA | LicensedStatesCd |
| Licensed States | AR | LicensedStatesCd |
| Licensed States | WA | LicensedStatesCd |
| Licensed States | WV | LicensedStatesCd |
| Licensed States | WI | LicensedStatesCd |
| Licensed States | WY | LicensedStatesCd |
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | ATHLETICS GOLF OUTING | Event1Nm |
| Gross Receipts Event1 | $76,090 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $34,488 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $41,602 | GrossRevenueEvent1Amt |
| Non Cash Prizes Event1 | $7,870 | NonCashPrizesEvent1Amt |
| Rent Facility Costs Event1 | $23,000 | RentFacilityCostsEvent1Amt |
| Food And Beverage Event1 | $14,553 | FoodAndBeverageEvent1Amt |
| Entertainment Event1 | $2,700 | EntertainmentEvent1Amt |
| Other Direct Expenses Event1 | $8,043 | OtherDirectExpensesEvent1Amt |
| Event2 | MAMIE TILL SCHOLARSHIP LUNCHEON | Event2Nm |
| Gross Receipts Event2 | $8,200 | GrossReceiptsEvent2Amt |
| Charitable Contri Event2 | $4,100 | CharitableContriEvent2Amt |
| Gross Revenue Event2 | $4,100 | GrossRevenueEvent2Amt |
| Rent Facility Costs Event2 | $2,484 | RentFacilityCostsEvent2Amt |
| Food And Beverage Event2 | $11,340 | FoodAndBeverageEvent2Amt |
| Entertainment Event2 | $1,828 | EntertainmentEvent2Amt |
| Other Direct Expenses Event2 | $2,358 | OtherDirectExpensesEvent2Amt |
| Gross Revenue Other Events | $0 | GrossRevenueOtherEventsAmt |
| Gross Receipts Total | $84,290 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $38,588 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $45,702 | GrossRevenueTotalEventsAmt |
| Non Cash Prizes Total Events | $7,870 | NonCashPrizesTotalEventsAmt |
| Rent Fclty Costs Total Events | $25,484 | RentFcltyCostsTotalEventsAmt |
| Food And Beverage Total Events | $25,893 | FoodAndBeverageTotalEventsAmt |
| Entertainment Total Events | $4,528 | EntertainmentTotalEventsAmt |
| Oth Direct Expnss Total Events | $10,401 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $74,176 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | -$28,474 | NetIncomeSummaryAmt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Schedule G, Part I Amounts paid to consultants for consulting | FormAndLineReferenceDesc |
| Explanation | During Fiscal Year 2023, the University spent $118,500 for consulting services related to campaign planning. These services did not include actual or direct fundraising. | ExplanationTxt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (true) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (44 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Purpose Of GrantPurposeOfGrantTxt | Address Line2USAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| ARGONNE NATIONAL LAB | ||||||||
| 9700 South Cass Ave | Argonne | IL | 60439 | 362177139 | Gov't | $94,585 | Anthrax Research | |
| ARIZONA STATE UNIVERSITY | ||||||||
| PO Box 876011 | Tempe | AZ | 85287 | 860196696 | 501(c)(3) | $119,277 | Cyberbullying Research | |
| AUBURN UNIVERSITY | ||||||||
| 381 Mell St | Auburn | AL | 36849 | 636000724 | Gov't | $80,401 | Microplastics Research | |
| BAYLOR COLLEGE OF MEDICINE | ||||||||
| PO Box 301207 | Dallas | TX | 75303 | 741613878 | 501(c)(3) | $27,810 | Breast Cancer Prevention | |
| BENEDICTINE UNIVERSITY | ||||||||
| 5700 College Rd | Lisle | IL | 60532 | 362722198 | 501(c)(3) | $5,570 | Cooperbelly Water Snakes Study | |
| BOISE STATE UNIVERSITY | ||||||||
| 1910 University Dr | Boise | ID | 83725 | 820290701 | 501(c)(3) | $25,841 | Aquatic Invasive Species Research | |
| BOSTON UNIVERSITY | ||||||||
| 25 Buick St | Boston | MA | 02215 | 042103547 | 501(c)(3) | $193,599 | SARS-CoV-2 Research | |
| BROWN UNIVERSITY | ||||||||
| Box 1997 69 Brown St 2nd Fl | Providence | RI | 02912 | 050258809 | 501(c)(3) | $5,256 | HCV vaccine study | |
| CHICAGO URBAN LEAGUE | ||||||||
| 4510 South Michigan Ave | Chicago | IL | 60653 | 362225483 | 501(c)(3) | $7,500 | Sponsorship Donation | |
| COLUMBIA UNIVERSITY | ||||||||
| 615 W 131st St | New York | NY | 10027 | 135598093 | 501(c)(3) | $81,832 | HIV-1 Research | |
| COUNTY OF MILWAUKEE | ||||||||
| 821 West State St | Milwaukee | WI | 53233 | 396005720 | Gov't | $6,250 | Prosecutorial Fairness | |
| GEISINGER CLINIC | ||||||||
| 100 N Academy Ave | Danville | PA | 17822 | 236291113 | 501(c)(3) | $15,380 | QT syndrome Study | |
| LOS ALAMOS NATIONAL LABORATORY | ||||||||
| PO Box 1663 | Los Alamos | NM | 87545 | 823291283 | Gov't | $86,174 | HCV Molecular Virology Research | |
| LURIE CHILDRENS | ||||||||
| 225 E Chicago Box 205 | Chicago | IL | 60611 | 362170833 | 501(c)(3) | $19,159 | Refugee and Immigrant Youth Mental Health | |
| MEDICAL COLLEGE OF WISCONSIN | ||||||||
| PO Box 26509 | Milwaukee | WI | 53226 | 390806261 | 501(c)(3) | $76,977 | Prosecutorial Fairness | |
| MEDSTAR HEALTH RESEARCH INSTITUTE | ||||||||
| PO Box 418223 | Boston | MA | 02241 | 526056274 | 501(c)(3) | $10,024 | Intravesical Lactobacillus crispatus Research | |
| MEHARRY MEDICAL COLLEGE | ||||||||
| 1005 Dr DB Todd Blvd | Nashville | TN | 37208 | 620488046 | 501(c)(3) | $75,270 | HIV-1 Research | |
| MIDWEST JESUITS | ||||||||
| 1010 N Hooker St | Chicago | IL | 60642 | 452552789 | 501(c)(3) | $7,500 | Sponsorship Donation | |
| NORTHEASTERN UNIVERSITY | ||||||||
| 360 Huntington Ave | Boston | MA | 02115 | 041679980 | 501(c)(3) | $5,906 | Alzheimer's Research | Mail Stop 540-177 |
| PEGGY NOTEBAERT NATURE MUSEUM | ||||||||
| 2430 N Cannon Dr | Chicago | IL | 60614 | 360895575 | 501(c)(3) | $10,000 | Sponsorship Donation | |
| PORTLAND STATE UNIVERSITY | ||||||||
| PO Box 751 | Portland | OR | 97207 | 364776757 | Gov't | $32,862 | Prosecutorial Advancement | |
| PRINCETON UNIVERSITY | ||||||||
| 701 Carnegie Ctr | Princeton | NJ | 08540 | 210634501 | 501(c)(3) | $297,011 | Hepatitis D Research | |
| REGENTS OF THE UNIVERSITY OF CALIFORNIA IRVINE | ||||||||
| 120 Theory | Irvine | CA | 92697 | 952226406 | 501(c)(3) | $59,191 | Glyoxal Toxicity Research | |
| REGENTS OF THE UNIVERSITY OF CALIFORNIA SAN DIEGO | ||||||||
| 9500 Gilman Dr | La Jolla | CA | 92093 | 956006144 | 501(c)(3) | $109,031 | Urinary Research | |
| ROGERS PARK BUSINESS ALLIANCE | ||||||||
| 1448 W Morse Ave | Chicago | IL | 60626 | 363357551 | 501(c)(3) | $15,000 | Sponsorship Donation | |
| ROOSEVELT UNIVERSITY | ||||||||
| 430 S Michigan Ave | Chicago | IL | 60605 | 362167854 | 501(c)(3) | $23,042 | Early Engineering Learning | |
| RUSH UNIVERSITY MEDICAL CENTER | ||||||||
| 1700 W Van Buren Suite 277 | Chicago | IL | 60612 | 362174823 | 501(c)(3) | $43,055 | METS-Sleep Study | |
| SCRIPPS RESEARCH INSTITUTE | ||||||||
| PO Box 741745 | Los Angeles | CA | 90074 | 330435954 | 501(c)(3) | $219,003 | Breast Cancer Prevention | |
| SOCIETY OF AMERICAN LAW TEACHERS | ||||||||
| 2 Court Square | Long Island City | NY | 11101 | 237379931 | 501(c)(3) | $10,000 | Sponsorship Donation | |
| TEXAS TECH UNIV HEALTH SCIENCE | ||||||||
| 3601 4th St Mail Stop 6274 | Lubbock | TX | 79430 | 752668014 | Gov't | $23,307 | Health and Disease Research | |
| TRUSTEES OF THE UNIVERSITY OF PENNSYLVANIA | ||||||||
| 3451 Walnut St | Philadelphia | PA | 19104 | 231352685 | 501(c)(3) | $25,860 | GALT Research | |
| UNIVERSITY OF CALIFORNIA DAVIS | ||||||||
| One Shields Ave | Davis | CA | 95616 | 946036494 | Gov't | $76,754 | Health and Disease Research | |
| UNIVERSITY OF CHICAGO | ||||||||
| 6054 South Drexel Ave Suite 300 | Chicago | IL | 60637 | 362177139 | 501(c)(3) | $387,498 | Hepatitis C Research | |
| UNIVERSITY OF DENVER | ||||||||
| PO Box 911811 | Denver | CO | 80291 | 840404231 | 501(c)(3) | $104,605 | Criminal Justice Initiative | |
| UNIVERSITY OF ILLINOIS | ||||||||
| 28395 Network Pl | Chicago | IL | 60673 | 376000511 | 501(c)(3) | $478,738 | Hepatitis C Research | |
| UNIVERSITY OF KENTUCKY RESEARCH FOUNDATION | ||||||||
| 109 Kinkead Hall | Lexington | KY | 40506 | 616033693 | 501(c)(3) | $32,798 | Alzheimer's Research | |
| UNIVERSITY OF MINNESOTA | ||||||||
| NW 5957 PO Box 1450 | Minneapolis | MN | 55485 | 416007513 | 501(c)(3) | $57,520 | SERCA Regulation Study | |
| UNIVERSITY OF NEW MEXICO | ||||||||
| 1 University of New Mexico | Albuquerque | NM | 87131 | 856000642 | Gov't | $39,744 | HCV vaccine study | |
| UNIVERSITY OF PITTSBURGH | ||||||||
| 3100 Cathedral of Learning | Pittsburgh | PA | 15260 | 250965591 | 501(c)(3) | $7,782 | Intravesical Lactobacillus crispatus Research | |
| UNIVERSITY OF WISCONSIN - MADISON | ||||||||
| 975 Bascom Mall | Madison | WI | 53706 | 391805963 | Gov't | $185,300 | SARS-CoV-2 Research | |
| VANDERBILT UNIVERSITY | ||||||||
| PMB 401591 2301 Vanderbilt Place | Nashville | TN | 37240 | 620476822 | 501(c)(3) | $77,337 | Rett Syndrome Research | |
| VANDERBILT UNIVERSITY MEDICAL CENTER | ||||||||
| PO Box 121236 | Dallas | TX | 75312 | 352528741 | 501(c)(3) | $6,464 | Rett Syndrome Research | |
| VARIAN MEDICAL SYSTEMS INC | ||||||||
| 3100 Hansen Way | Palo Alto | CA | 94304 | 942359345 | $135,378 | Lung Tumors Study | ||
| WESTERN MICHIGAN UNIVERSITY | ||||||||
| 1000 Oakland Drive | Kalamazoo | MI | 49008 | 386007327 | 501(c)(3) | $6,565 | Opiod Tapering Outcomes Study | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 43 | Total501c3OrgCnt |
| Total Other Org | 1 | TotalOtherOrgCnt |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp (2 entries)
| Grant TypeGrantTypeTxt | RecipientRecipientCnt | Cash GrantCashGrantAmt |
|---|---|---|
| Fellowships | 379 | $1,860,688 |
| Scholarships | 14190 | $284,717,318 |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Schedule I, Part I, Line 2 ORGANIZATION'S PROCEDURES TO MONITOR GRANT USE | ALL GRANTS AND SCHOLARSHIPS ARE AWARDED ON A NONDISCRIMINATORY BASIS. AMOUNTS ARE APPLIED DIRECTLY TOWARDS A STUDENT'S TUITION, ROOM, AND BOARD COSTS, THEREBY ENSURING THE FUNDS ARE USED AS INTENDED. ADDITIONALLY, ANY ORGANIZATIONS AND ENTITIES RECEIVING SUBCONTRACT GRANTS FROM LOYOLA UNIVERSITY CHICAGO ARE REQUIRED TO SUBMIT ANNUAL PROGRESS REPORTS ON THE USE OF THESE FUNDS. THESE PROGRESS REPORTS ARE MONITORED AND REVIEWED BY THE PRINCIPAL INVESTIGATORS TO ENSURE FUNDS ARE BEING USED APPROPRIATELY. |
| Schedule I, Part I, Line 2 Procedures for monitoring use of grant funds. | ALL GRANTS AND SCHOLARSHIPS ARE AWARDED ON A NONDISCRIMINATORY BASIS. AMOUNTS ARE APPLIED DIRECTLY TOWARDS A STUDENT'S TUITION, ROOM, AND BOARD COSTS, THEREBY ENSURING THE FUNDS ARE USED AS INTENDED. ADDITIONALLY, ANY ORGANIZATIONS AND ENTITIES RECEIVING SUBCONTRACT GRANTS FROM LOYOLA UNIVERSITY CHICAGO ARE REQUIRED TO SUBMIT ANNUAL PROGRESS REPORTS ON THE USE OF THESE FUNDS. THESE PROGRESS REPORTS ARE MONITORED AND REVIEWED BY THE PRINCIPAL INVESTIGATORS TO ENSURE FUNDS ARE BEING USED APPROPRIATELY. |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| First Class Or Charter Travel | Yes (X) | FirstClassOrCharterTravelInd |
| Housing Allowance Or Residence | Yes (X) | HousingAllowanceOrResidenceInd |
| Written Policy Ref T And E Expnss | Yes (true) | WrittenPolicyRefTAndEExpnssInd |
| Substantiation Required | Yes (true) | SubstantiationRequiredInd |
| 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 | Yes (true) | 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 | Yes (true) | AnyNonFixedPaymentsInd |
| Initial Contract Exception | false | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (28 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| JO ANN ROONEY | ||||||||||||||
| PRESIDENT (TERM ENDED 09/2022) | $689,906 | $0 | $25,000 | $0 | $117,203 | $0 | $30,500 | $0 | $24,319 | $0 | $886,928 | $0 | $0 | $0 |
| MARK C REED | ||||||||||||||
| PRESIDENT (EFF. 10/2022) | $170,467 | $0 | $75,000 | $0 | $36,264 | $0 | $82,500 | $0 | $8,339 | $0 | $372,570 | $0 | $0 | $0 |
| MARGARET FAUT CALLAHAN | ||||||||||||||
| PROVOST, CHIEF ACADEMIC OFFICER | $628,102 | $0 | $0 | $0 | $8,092 | $0 | $30,500 | $0 | $21,727 | $0 | $688,421 | $0 | $0 | $0 |
| WAYNE MAGDZIARZ | ||||||||||||||
| SR VP & CFO/CBO | $472,683 | $0 | $0 | $0 | $5,259 | $0 | $30,500 | $0 | $10,241 | $0 | $518,683 | $0 | $0 | $0 |
| KAREN PACIERO | ||||||||||||||
| VP OF ADVANCEMENT | $408,892 | $0 | $0 | $0 | $2,750 | $0 | $29,129 | $0 | $31,632 | $0 | $472,403 | $0 | $0 | $0 |
| THOMAS M KELLY | ||||||||||||||
| SR VP ADMINISTRATION | $393,664 | $0 | $25,000 | $0 | $3,822 | $0 | $30,500 | $0 | $33,621 | $0 | $486,607 | $0 | $0 | $0 |
| DOMINIQUE JORDAN TURNER | ||||||||||||||
| VP INST. DEI & CHIEF INCL. OFFICER | $263,028 | $0 | $0 | $0 | $2,139 | $0 | $2,492 | $0 | $12,437 | $0 | $280,096 | $0 | $0 | $0 |
| JEREMY W LANGFORD | ||||||||||||||
| VP MARKETING & COMMUNICATIONS | $316,967 | $0 | $0 | $0 | $3,276 | $0 | $30,500 | $0 | $1,223 | $0 | $351,966 | $0 | $0 | $0 |
| JOHN M SCHIETINGER | ||||||||||||||
| ASSISTANT SECRETARY | $181,199 | $0 | $0 | $0 | $1,780 | $0 | $19,050 | $0 | $21,193 | $0 | $223,222 | $0 | $0 | $0 |
| KEITH CHAMPAGNE | ||||||||||||||
| VP STUDENT DEVELOPMENT | $282,027 | $0 | $0 | $0 | $17,163 | $0 | $1,315 | $0 | $10,511 | $0 | $311,016 | $0 | $0 | $0 |
| PAMELA G COSTAS | ||||||||||||||
| VP GENERAL COUNSEL & SECRETARY | $384,171 | $0 | $0 | $0 | $3,822 | $0 | $30,109 | $0 | $12,644 | $0 | $430,746 | $0 | $0 | $0 |
| PAUL G ROBERTS | ||||||||||||||
| VP FOR ENROLL. MGMT. & ST. SUCCESS | $393,740 | $0 | $0 | $0 | $3,822 | $0 | $30,500 | $0 | $14,032 | $0 | $442,094 | $0 | $0 | $0 |
| PHILIP D HALE | ||||||||||||||
| VP CIVIC ENGAGEMENT & GOVT AFFAIRS | $232,156 | $0 | $10,000 | $0 | $3,984 | $0 | $22,660 | $0 | $21,678 | $0 | $290,478 | $0 | $0 | $0 |
| SUSAN M MALISCH | ||||||||||||||
| VP & CHIEF INFORMATION OFFICER (TERM ENDED 02/2023) | $362,444 | $0 | $0 | $0 | $3,822 | $0 | $30,500 | $0 | $13,559 | $0 | $410,325 | $0 | $0 | $0 |
| SUSAN BODIN | ||||||||||||||
| TREASURER (TERM ENDED 04/2023) | $208,245 | $0 | $19,000 | $0 | $3,698 | $0 | $23,985 | $0 | $21,715 | $0 | $276,643 | $0 | $0 | $0 |
| WINIFRED WILLIAMS | ||||||||||||||
| VP & CHIEF HR OFFICER (TERM ENDED 09/2022) | $246,757 | $0 | $0 | $0 | $4,092 | $0 | $25,057 | $0 | $8,521 | $0 | $284,427 | $0 | $0 | $0 |
| KATHARINE WYATT | ||||||||||||||
| CHIEF INVESTMENT OFFICER | $356,266 | $0 | $80,000 | $0 | $2,040 | $0 | $30,500 | $0 | $32,707 | $0 | $501,513 | $0 | $0 | $0 |
| MICHAEL BEHNAM | ||||||||||||||
| DEAN, QUINLAN SCHOOL OF BUSINESS | $157,051 | $0 | $0 | $0 | $12,774 | $0 | $0 | $0 | $11,640 | $0 | $181,465 | $0 | $0 | $0 |
| PETER SCHRAEDER | ||||||||||||||
| DEAN, COLLEGE OF ARTS & SCIENCES | $284,663 | $0 | $0 | $0 | $4,676 | $0 | $28,902 | $0 | $75,858 | $0 | $394,099 | $0 | $0 | $0 |
| SAM MARZO | ||||||||||||||
| DEAN, STRITCH SCHOOL OF MEDICINE | $702,280 | $0 | $0 | $0 | $3,822 | $0 | $30,500 | $0 | $33,821 | $0 | $770,423 | $0 | $0 | $0 |
| CARLTON VALENTINE | ||||||||||||||
| HEAD COACH MEN'S BASKETBALL | $750,595 | $0 | $52,500 | $0 | $19,362 | $0 | $30,500 | $0 | $30,632 | $0 | $883,589 | $0 | $0 | $0 |
| MEHARVAN SINGH | ||||||||||||||
| VICE PROVOST FOR RESEARCH | $397,119 | $0 | $0 | $0 | $3,822 | $0 | $30,500 | $0 | $29,240 | $0 | $460,681 | $0 | $0 | $0 |
| STEPHEN WATSON | ||||||||||||||
| DIRECTOR, ATHLETICS | $343,096 | $0 | $2,500 | $0 | $14,227 | $0 | $28,925 | $0 | $30,632 | $0 | $419,380 | $0 | $0 | $0 |
| NORBERTO GRZYWACZ | ||||||||||||||
| FORMER PROVOST, CHIEF ACADEMIC OFFICER | $412,088 | $0 | $0 | $0 | $463,275 | $0 | $30,500 | $0 | $15,941 | $0 | $921,804 | $0 | $0 | $0 |
| KEVIN STEVENS | ||||||||||||||
| FORMER KEY EMPLOYEE | $112,556 | $0 | $0 | $0 | $338,740 | $0 | $11,432 | $0 | $937 | $0 | $463,665 | $0 | $0 | $0 |
| MACIEK NOWAK | ||||||||||||||
| FORMER KEY EMPLOYEE | $322,647 | $0 | $35,000 | $0 | $2,443 | $0 | $30,500 | $0 | $6,204 | $0 | $396,794 | $0 | $0 | $0 |
| LORNA FINNEGAN | ||||||||||||||
| FORMER KEY EMPLOYEE | $302,997 | $0 | $0 | $0 | $5,371 | $0 | $30,500 | $0 | $22,418 | $0 | $361,286 | $0 | $0 | $0 |
| JANE NEUFELD | ||||||||||||||
| FORMER OFFICER | $156,248 | $0 | $0 | $0 | $3,038 | $0 | $16,412 | $0 | $13,324 | $0 | $189,022 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Schedule J, Part I, Line 1a First-class or charter travel | CHARTER TRAVEL THE UNIVERSITY CHARTERS AIRCRAFT FOR THE PURPOSE OF TRANSPORTING THE BASKETBALL TEAM TO INTERCOLLEGIATE ATHLETIC EVENT LOCATIONS. IN INSTANCES WHERE A UNIVERSITY EMPLOYEE AND/OR THEIR FAMILY MEMBER TRAVELS ON A UNIVERSITY CHARTERED FLIGHT, WITHOUT A UNIVERSITY BUSINESS PURPOSE, THE UNIVERSITY DETERMINES THE TAXABLE VALUE, WHICH MAY BE ZERO, OF THE CHARTERED TRAVEL PROVIDED TO THE EMPLOYEE AND/OR THEIR FAMILY MEMBER AND INCLUDES THE AMOUNT AS TAXABLE WAGES OF THE EMPLOYEE. |
| Schedule J, Part I, Line 1a Housing allowance or residence for personal use | THREE OFFICERS WERE PROVIDED A HOUSING ALLOWANCE IN CALENDAR YEAR 2022. THE HOUSING ALLOWANCE WAS CONSIDERED TAXABLE COMPENSATION TO THE EMPLOYEES. |
| Schedule J, Part I, Line 4a Severance or change-of-control payment | NORBERTO GRZYWACZ RECEIVED A SEVERANCE PAYMENT IN THE AMOUNT OF $456,250 DURING CALENDAR YEAR 2022. KEVIN STEVENS RECEIVED A SEVERANCE PAYMENT IN THE AMOUNT OF $335,126 DURING CALENDAR YEAR 2022. |
| Schedule J, Part I, Line 4b Supplemental nonqualified retirement plan | THE PRESIDENT, PROVOST, SENIOR VICE PRESIDENTS, VICE PRESIDENTS AND DEANS ARE ELIGIBLE TO PARTICIPATE IN A 457(B) NONQUALIFIED RETIREMENT PLAN. SIX OFFICERS, ONE KEY EMPLOYEE, ONE FORMER KEY EMPLOYEE, AND ONE FORMER OFFICER CONTRIBUTED TO THE PLAN IN CALENDAR YEAR 2022. THERE WERE NO DISTRIBUTIONS FROM THE PLAN IN CALENDAR YEAR 2022. The President participated in a 457(f) nonqualified retirement plan during Calendar Year 2022. The associated amount is reported in Schedule J, Part II, Column ( C ). The contribution is subject to vesting conditions. |
| Schedule J, Part I, Line 7 Non-fixed payments | SIX PERSONS RECEIVED A DISCRETIONARY BONUS FOR ADDITIONAL DUTIES, FOUR PERSONS RECEIVED A PERFORMANCE BONUS, AND ONE PERSON RECEIVED A SIGN ON BONUS. |
Schedule L IRS990ScheduleL
Grnt Asst Bnft Interested Prsn GrntAsstBnftInterestedPrsnGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NA | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Relationship With Org | N/A | RelationshipWithOrgTxt |
| Cash Grant | $21,645 | CashGrantAmt |
| Type Of Assistance | Staff dependent tuition benefit | TypeOfAssistanceTxt |
| Assistance Purpose | Tuition | AssistancePurposeTxt |
Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp (2 entries)
| Relationship DescriptionRelationshipDescriptionTxt | TransactionTransactionAmt | TransactionTransactionDesc | Sharing Of RevenuesSharingOfRevenuesInd |
|---|---|---|---|
| Stevens Kevin | |||
| Former Key Employee | $1,137,500 | Property Purchase | false |
| Malisch Blaise | |||
| Student Worker - Son of Susan Malisch (officer) | $13,421 | Employment | false |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Schedule L, Part IV BUSINESS TRANSACTIONS WITH INTERESTED PERSONS | FormAndLineReferenceDesc |
| Explanation | KEVIN STEVENS, FORMER KEY EMPLOYEE, PURCHASED AT FAIR VALUE A REAL ESTATE PROPERTY FROM THE UNIVERSITY. BLAISE MALISCH, SON OF SUSAN MALISCH, OFFICER, IS EMPLOYED BY THE REPORTING ORGANIZATION. MS. MALISCH HAS NO DIRECT CONTROL OVER HIS COMPENSATION. | ExplanationTxt |
Schedule M IRS990ScheduleM
Works Of Art WorksOfArtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 1 | ContributionCnt |
| Noncash Contributions Rpt F990 | $14,980 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | Other - Cost/Selling price | MethodOfDeterminingRevenuesTxt |
Books And Publications BooksAndPublicationsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Noncash Contributions Rpt F990 | $315 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | Other | MethodOfDeterminingRevenuesTxt |
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 44 | ContributionCnt |
| Noncash Contributions Rpt F990 | $2,144,116 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | Other - Cost/Selling price | MethodOfDeterminingRevenuesTxt |
Collectibles CollectiblesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 5 | ContributionCnt |
| Noncash Contributions Rpt F990 | $886 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | Other - Cost/Selling price | MethodOfDeterminingRevenuesTxt |
Food Inventory FoodInventoryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 361 | ContributionCnt |
| Noncash Contributions Rpt F990 | $7,957 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | Other - Cost/Selling price | MethodOfDeterminingRevenuesTxt |
Other Non Cash Contri Table OtherNonCashContriTableGrp (3 entries)
| Non Cash CheckboxNonCashCheckboxInd | DescDesc | ContributionContributionCnt | Noncash Contributions Rpt F990NoncashContributionsRptF990Amt | Method Of Determining RevenuesMethodOfDeterminingRevenuesTxt |
|---|---|---|---|---|
| Yes (X) | Event Tickets | 74 | $5,425 | Other - Cost/Selling price |
| Yes (X) | Gift Certificates | 40 | $4,110 | Other - Cost/Selling price |
| Yes (X) | Miscellaneous Items | 5 | $530 | Other - Cost/Selling price |
| 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 | Yes (true) | ThirdPartiesUsedInd |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Schedule M, Part I PART I, COLUMN B | ITEMS REPORTED IN COLUMN B ARE A COMBINATION OF BOTH THE NUMBER OF CONTRIBUTIONS AND NUMBER OF ITEMS RECEIVED. |
| Schedule M, Part I, Line 32b Third parties used to solicit, process, or sell noncash contributions | THE UNIVERSITY MAINTAINS BROKERAGE RELATIONSHIPS TO FACILITATE THE PROCESSING AND SELLING OF SECURITIES RECEIVED FROM DONORS. |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (10 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Form 990, Part VI, Line 15 A & B - PROCESS FOR DETERMINING COMPENSATION | EXECUTIVE COMPENSATION HAS BEEN DOCUMENTED AND DISCUSSED AT LEAST ANNUALLY AT A COMPENSATION COMMITTEE OF THE EXECUTIVE COMMITTEE OF THE BOARD OF TRUSTEES. THE HUMAN RESOURCES DEPARTMENT OF THE UNIVERSITY PREPARES COMPARATIVE AND HISTORICAL INFORMATION FOR THE COMMITTEE TO REVIEW FOR EACH OF THE FOLLOWING POSITIONS: PRESIDENT, PROVOSTS AND VICE-PRESIDENTS. THE INFORMATION PROVIDED INCLUDES A SALARY HISTORY, AN ANNUAL TOTAL COMPENSATION TALLY SHEET, A DETAILED COMPARISON OF COMPENSATION TO OTHER PEER INSTITUTIONS INCLUDING MEMBERS OF THE ASSOCIATION OF JESUIT COLLEGES AND UNIVERSITIES (AJCU) AS WELL AS OTHER DOCTORAL INSTITUTIONS OF COMPARABLE SIZE. MOST OF THE COMPENSATION DATA COMES FROM THE COLLEGE AND UNIVERSITY PROFESSIONAL ASSOCIATION - HUMAN RESOURCES (CUPA-HR) ANNUAL SALARY SURVEY. PRIOR TO THE MEETING, THE CHAIRMAN OF THE BOARD OF TRUSTEES REVIEWS THE COMPENSATION DATA, ASSESSES PERFORMANCE, AND PROPOSES COMPENSATION FOR THE PRESIDENT. THESE PROPOSALS, ALONG WITH THE COMPARABILITY DATA, ARE THEN REVIEWED, DISCUSSED AND APPROVED AT THE COMPENSATION COMMITTEE MEETING. ADDITIONALLY, A SUMMARY REPORT OF THIS DATA AND COMPENSATION DECISIONS WILL BE MADE TO THE FULL BOARD OF TRUSTEES. THE HUMAN RESOURCES DEPARTMENT DOCUMENTS ALL OF THE APPROVALS AND DECISIONS MADE DURING COMPENSATION COMMITTEE MEETINGS, RETAINS A COPY OF REPORTS IN ITS FILES, AND PROCESSES ANY AND ALL CHANGES. |
| Form 990, Part VI, Line 11b Review of form 990 by governing body | THE TAX MANAGER WORKS WITH A PUBLIC ACCOUNTING FIRM TO COMPLETE A DRAFT FORM 990. THIS IS THEN REVIEWED IN DETAIL BY THE ASSISTANT VICE PRESIDENT TAX AND COMPLIANCE, CONTROLLER AND THE ACCOUNTING FIRM'S ENGAGEMENT MANAGEMENT TEAM. THE DRAFT FORM IS THEN REVIEWED BY THE SENIOR VICE PRESIDENT, CHIEF FINANCIAL OFFICER, & CHIEF BUSINESS OFFICER. A DRAFT VERSION OF THE FORM 990 IS REVIEWED BY THE AUDIT COMMITTEE OF THE BOARD OF TRUSTEES. THE FINAL COMPLETE VERSION OF THE FORM 990 IS THEN DISTRIBUTED VIA THE BOARD OF TRUSTEES SECURE WEBSITE TO ALL THE VOTING MEMBERS OF THE BOARD OF TRUSTEES PRIOR TO ITS FILING. |
| Form 990, Part VI, Line 12c Conflict of interest policy | EACH YEAR, THE CONFLICT OF INTEREST POLICY IS UPDATED AS NECESSARY AND DISTRIBUTED TO ALL CURRENT OFFICERS, TRUSTEES, AND KEY EMPLOYEES, ALONG WITH A CONFLICT OF INTEREST DISCLOSURE STATEMENT. EVERY EFFORT IS MADE TO OBTAIN COMPLETED AND SIGNED DISCLOSURE STATEMENTS FROM ALL THOSE TO WHOM IT WAS DISTRIBUTED. |
| Form 990, Part VI, Line 19 Required documents available to the public | THE CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE MADE AVAILABLE TO THE PUBLIC VIA THE UNIVERSITY'S WEBSITE. GOVERNING DOCUMENTS ARE AVAILABLE UPON REQUEST. |
| Form 990, Part VII, Section A, Line 1a OFFICERS, DIRECTORS, TRUSTEES, KEY & HIGHEST PAID EMPLOYEES | FATHER JAMES PREHN, S.J., IS A MEMBER OF THE SOCIETY OF JESUS AND HAS TAKEN A VOW OF POVERTY. DURING CALENDAR YEAR 2022, THE UNIVERSITY PAID COMPENSATION AND BENEFITS IN THE AMOUNT OF $285,419 TO THE SOCIETY OF JESUS, THE FOUNDERS OF LOYOLA UNIVERSITY CHICAGO, FOR HIS SERVICES. FATHER THOMAS NEITZKE, S.J., IS A MEMBER OF THE SOCIETY OF JESUS AND HAS TAKEN A VOW OF POVERTY. DURING CALENDAR YEAR 2022, THE UNIVERSITY PAID COMPENSATION AND BENEFITS IN THE AMOUNT OF $183,600 TO THE SOCIETY OF JESUS, THE FOUNDERS OF LOYOLA UNIVERSITY CHICAGO, FOR HIS SERVICES. |
| Form 990, Part VIII, Column (c) LINES 11B & 11C - CONFERENCE SERVICE AND FITNESS CENTER | BUSINESS REVENUES FOR CONFERENCE SERVICES AND FITNESS CENTER PRESENTED ON PART VIII ARE NET OF THE ASSOCIATED BUSINESS EXPENSES, AND CORRESPONDS TO INFORMATION PROVIDED ON THE UNIVERSITY'S FORM 990-T. |
| Form 990, Part VIII, Line 11d Other Miscellaneous Revenue | ALL OTHER REVENUE - Total Revenue: 445233, Related or Exempt Function Revenue: , Unrelated Business Revenue: 445233, Revenue Excluded from Tax Under Sections 512, 513, or 514: ; |
| Form 990, Part XI, Line 9 Other changes in net assets or fund balances | Exchange Rate Gain/Loss - 2506997; Changes in Post Retirement Benefit - 1130244; Loss on Property Disposals - -167457; |
| Schedule F, Part I, Line 3(f) DESCRIPTION OF HOW EXPENDITURES ARE REPORTED | WE MAINTAIN A SEPARATE SUB-LEDGER RELATED TO OUR ROME CENTER STUDY ABROAD CAMPUS, WHICH INCLUDES THE EXPENSES RELATED TO THAT PROGRAM. FOR STUDY ABROAD PROGRAMS WHICH ARE CONDUCTED THROUGH OTHER EDUCATIONAL INSTITUTIONS WE MAINTAIN SEPARATE ACCOUNTING UNITS WITHIN OUR GENERAL LEDGER IN ORDER TO TRACK THESE EXPENSES. |
| Schedule F, Part II METHOD USED TO ACCOUNT FOR CASH GRANTS | GRANT ASSISTANCE IS RECOGNIZED WHEN THE EXPENSES ARE INCURRED. WE MAINTAIN A SEPARATE ACCOUNTING UNIT FOR EACH GRANT WITHIN OUR GENERAL LEDGER IN ORDER TO TRACK THESE EXPENSES. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Exempt Code SectionExemptCodeSectionTxt | Public Charity StatusPublicCharityStatusTxt | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Controlled OrganizationControlledOrganizationInd |
|---|---|---|---|---|---|---|---|---|---|---|
| MUNDELEIN COLLEGE | ||||||||||
| 820 N MICHIGAN AVE | CHICAGO | IL | 60611 | 362179799 | EDUCATION | IL | 501(c)(3) | 2 | LUC | Yes (true) |
| KRASA FAMILY TRUST | ||||||||||
| PO BOX 803878 | CHICAGO | IL | 60680 | 366828217 | SUPPORT LUC | IL | 501(c)(3) | Type III-O | NA | Yes (true) |
Id Related Org Txbl Partnership IdRelatedOrgTxblPartnershipGrp
Related Organization Name RelatedOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Thora Capital Offshore Fund II LP | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 305 N LaSalle Drive | AddressLine1Txt |
| Address Line2 | Suite 1110 | AddressLine2Txt |
| City | CHICAGO | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60654 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 981633353 | EIN |
| Primary Activities | INVESTMENTS | PrimaryActivitiesTxt |
| Legal Domicile Foreign Country | CJ | LegalDomicileForeignCountryCd |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Loyola University of Chicago | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Predominant Income Type | Excluded | PredominantIncomeTypeTxt |
| Share Of Total Income | $0 | ShareOfTotalIncomeAmt |
| Share Of EOY Assets | $3,045,961 | ShareOfEOYAssetsAmt |
| Disproportionate Allocations | false | DisproportionateAllocationsInd |
| UBI Code V | $0 | UBICodeVAmt |
| General Or Managing Partner | false | GeneralOrManagingPartnerInd |
| Ownership | 1 | OwnershipPct |
Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp
Related Organization Name RelatedOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THORA OFFSHORE PARTNERS II LTD | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 981662491 | EIN |
| Primary Activities | INVESTMENTS | PrimaryActivitiesTxt |
| Legal Domicile Foreign Country | CJ | LegalDomicileForeignCountryCd |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Thora Capital Offshore Fund II LP | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Entity Type | C Corporation | EntityTypeTxt |
| Share Of Total Income | $151,230 | ShareOfTotalIncomeAmt |
| Share Of EOY Assets | $1,775,478 | ShareOfEOYAssetsAmt |
| Ownership | 1 | OwnershipPct |
| Controlled Organization | Yes (true) | 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 | Yes (true) | 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 | false | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | false | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | false | TransferToOtherOrgInd |
| Transfer From Other Org | false | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp (2 entries)
| Transaction TypeTransactionTypeTxt | InvolvedInvolvedAmt | Method Of Amount DeterminationMethodOfAmountDeterminationTxt |
|---|---|---|
| Krasa Family Trust | ||
| C | $835,307 | Cash |
| Thora Capital Offshore Fund II LP | ||
| B | $2,542,155 | CASH |