2025-04-03T08:45:33-05:00 2024-05-31 135565207 KPMG LLP 8350 BROAD STREET SUITE 900 MCLEAN VA 22102 990 2023-06-01 520591623 LOYOLA UNIVERSITY MARYLAND INC LOYO 4106172627 4501 N CHARLES STREET BALTIMORE MD 212102699 SEAN FRANCIS INTERIM VP OF FINANCE 4106172927 2025-03-24 1 0 BRIAN KEARNS P02061479 7032868000 2025-03-24 2023 2025-03-06 01:10:19Z SEAN FRANCIS 4501 N CHARLES STREET BALTIMORE MD 212102699 393216815 0 X WWW.LOYOLA.EDU X 1853 MD LOYOLA UNIVERSITY MARYLAND INC IS A JESUIT CATHOLIC UNIVERSITY COMMITTED TO THE EDUCATIONAL TRADITIONS OF THE SOCIETY OF JESUS AND THE DEVELOPMENT OF THE WHOLE PERSON. 33 32 2947 0 237861 0 30416786 30598346 291357683 300929649 11272310 34998097 1084891 1656767 334131670 368182859 134129778 145153942 0 0 102970276 112330439 203873 619300 5163803 97465706 101782857 334769633 359886538 -637963 8296321 741217550 751769929 172770839 167911296 568446711 583858633 X SEE SCHEDULE O. 0 0 223395018 145108135 239070809 INSTRUCTION OF 4,000 UNDERGRADUATE AND 1,120 GRADUATE STUDENTS (5,120 STUDENTS). 38412962 6621084 PROVIDING ACADEMIC AND SUPPORT SERVICES TO STUDENTS (5,120 STUDENTS). 41989079 56233026 HOUSING, FOOD SERVICE, AND OTHER STUDENT SERVICES. 3779349 45807 RESEARCH AND DEVELOPMENT AND PUBLIC SERVICE PRGMS 3779349 45807 307576408 1 1 0 1 0 0 0 1 0 1 1 1 0 0 1 1 1 0 1 1 1 0 1 1 1 0 0 1 1 1 1 0 0 0 0 0 0 1 0 1 0 1 1 0 0 0 1 0 0 0 1 X 623 0 1 2947 1 1 1 1 BE EI SP TH UK 0 0 0 1 1 0 0 0 0 0 0 0 0 0 X 33 32 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 MD X X SEAN FRANCIS 4106175922 4501 N CHARLES STREET BALTIMORE MD 212102699 TERRENCE SAWYER TRUSTEE & PRESIDENT 50.00 0.00 X X 609242 0 46648 TINA BJAREKULL TRUSTEE 0.50 0.00 X 0 0 0 SUSAN BLOOMFIELD TRUSTEE 0.50 0.00 X 0 0 0 KENNETH F BOEHL TRUSTEE 0.50 0.00 X 0 0 0 WILLIAM BURKE TRUSTEE 0.50 0.00 X 0 0 0 ROBERT CAWLEY TRUSTEE 0.50 0.00 X 0 0 0 GREGORY CHISHOLM SJ TRUSTEE 0.50 0.00 X 0 0 0 JOSEPH COSTANTINO SJ TRUSTEE 0.50 0.00 X 0 0 0 WALTER DOGGETT TRUSTEE 0.50 0.00 X 0 0 0 JUSTIN DOO TRUSTEE 0.50 0.00 X 0 0 0 ANN DOYLE TRUSTEE 0.50 0.00 X 0 0 0 RACHAEL DUGAN TRUSTEE 0.50 0.00 X 0 0 0 PAUL EIBELER TRUSTEE 0.50 0.00 X 0 0 0 KIMBERLY ELLISON-TAYLOR TRUSTEE 0.50 0.00 X 0 0 0 MARY FANNING TRUSTEE 0.50 0.00 X 0 0 0 JAMES D FORBES TRUSTEE 0.50 0.00 X 0 0 0 CARRIE FOX TRUSTEE 0.50 0.00 X 0 0 0 GERRY GECKLE TRUSTEE 0.50 0.00 X 0 0 0 KEVIN GILLESPIE SJ TRUSTEE 0.50 0.00 X 0 0 0 JULIA GRAY TRUSTEE 0.50 0.00 X 0 0 0 ELAINE GRILLO TRUSTEE 0.50 0.00 X 0 0 0 H EDWARD HANWAY TRUSTEE 0.50 0.00 X 0 0 0 GERARD E HOLTHAUS TRUSTEE 0.50 0.00 X 0 0 0 KATHERINE JENNINGS TRUSTEE 0.50 0.00 X 0 0 0 JAMES F KEENAN SJ TRUSTEE 0.50 0.00 X 0 0 0 GREGORY KELLY TRUSTEE 0.50 0.00 X 0 0 0 MARK KNOTT TRUSTEE 0.50 0.00 X 0 0 0 JAMES LAMBDIN TRUSTEE 0.50 0.00 X 0 0 0 JJ MATTHEWS TRUSTEE 0.50 0.00 X 0 0 0 MICHAEL MCCARTHY SJ TRUSTEE 0.50 0.00 X 0 0 0 CHRISTIAN MCNEILL TRUSTEE 0.50 0.00 X 0 0 0 DAVID METZGER TRUSTEE 0.50 0.00 X 0 0 0 KERRYANN O'MEARA TRUSTEE 0.50 0.00 X 0 0 0 JEFFREY A NATTANS TRUSTEE 0.50 0.00 X 0 0 0 DANIEL RIZZO TRUSTEE 0.50 0.00 X 0 0 0 MARK ROUCHARD TRUSTEE 0.50 0.00 X 0 0 0 JAMES S SKESAVAGE JR TRUSTEE 0.50 0.00 X 0 0 0 ARUN SUBHAS TRUSTEE 0.50 0.00 X 0 0 0 ROGER WAESCHE TRUSTEE 0.50 0.00 X 0 0 0 CHERYL MOORE-THOMAS VICE PRESIDENT 50.00 0.00 X 333795 0 37981 JOHN COPPOLA VICE PRESIDENT 50.00 0.00 X 325008 0 39447 BRIAN OAKES VICE PRESIDENT 50.00 0.00 X 277573 0 34333 DEBORAH CADY MELZER VICE PRESIDENT 50.00 0.00 X 237468 0 31073 STEPHANIE COLDREN CHIEF OF STAFF 50.00 0.00 X 121310 0 28412 ERIC NICHOLS VICE PRESIDENT 50.00 0.00 X 314408 0 31689 MARY ANN SCULLY DEAN 50.00 0.00 X 328786 0 15688 AFRA HERSI DEAN 50.00 0.00 X 197452 0 28611 CHARLES TOOMEY HEAD COACH MEN'S LACROSSE 50.00 0.00 X 388898 0 49638 DONNA WOODRUFF ASST VP & DIRECTOR ATHLETICS 50.00 0.00 X 264748 0 31114 JENNIFER ADAMS HEAD COACH WOMEN'S LACROSSE 50.00 0.00 X 260753 0 30849 FRANK D'SOUZA PROFESSOR 50.00 0.00 X 229878 0 20305 TAVARAS HARDY HEAD COACH MEN'S BASKETBALL 50.00 0.00 X 316138 0 48159 AMANDA THOMAS FORMER VICE PRESIDENT 50.00 0.00 X 190612 0 31003 BOBBY WALDRUP FORMER DEAN 50.00 0.00 X 199600 0 29348 4595669 0 534298 218 1 1 0 PARKHURST DINING PO BOX 644091 PITTSBURGH PA 15264 FOOD SVC OPERATIONS 17190188 WHITING TURNER 300 E JOPPA ROAD BALTIMORE MD 21286 CONSTRUCTION 3220814 HORD COPLAN MACHT INC 750 EAST PRATT STREET SUITE 1100 BALTIMORE MD 21202 ARCHITECT 1568804 HARKINS BUILDERS INC 10490 LITTLE PATUXENT PARKWAY SUIT COLUMBIA MD 21044 CONSTRUCTION 1163814 EMJAY ENGINEERING & CONSTRUCTION CO 1706 WHITEHEAD ROAD BALTIMORE MD 21207 CONSTRUCTION 1033758 90 339350 21025900 9233096 757528 30598346 TUITION AND FEES 900099 239070809 239070809 RESIDENCE, FOOD SERV., TELEPHONE 900099 56233026 56233026 ATHLETICS, CONFERENCES, OTHER AUX 900099 2463129 494819 85568 1882742 SPECIAL EDUCATION PROGRAMS 900099 756796 756796 ID CARDS, ORIENTATION, PARKING 900099 607933 607933 1797956 1797956 300929649 8569043 152293 8416750 88292 88292 764795 0 764795 764795 764795 51007581 24578527 26429054 26429054 26429054 263839 339350 455429 -191590 -191590 MISCELLANEOUS 900099 995270 995270 995270 368182859 299956609 237861 37390043 45807 45807 142222079 142222079 2886056 2886056 3379320 2258143 615760 505417 86177334 69298810 14285348 2593176 6038673 4176981 1715617 146075 10594637 7343624 2963052 287961 6140475 4776878 1145819 217778 353180 353180 333685 333685 32627 32627 619300 619300 2130573 15793 2114780 31036568 25799078 5074493 162997 1834848 924046 885397 25405 5195275 2294675 2804716 95884 5018259 1576887 3357021 84351 7416 7416 7754921 3069800 4685121 3971381 3475687 437992 57702 1241362 1022692 78325 140345 5391797 5380548 11249 13040420 11994292 943906 102222 2562852 119072 2443780 STUDY ABROAD TUITION 3466314 3466314 LIBRARY OPERATIONS 3313296 3313296 15098083 12075807 2897086 125190 359886538 307576408 47146327 5163803 34000 34002 16827673 21884376 6245852 4400329 4641885 4947136 284416 104649 8544504 6128553 589159901 259668214 331270215 329491687 162631686 176275502 188948691 185612302 423049 272436 21365579 22618957 741217550 751769929 16806827 18019906 6318656 4117334 138781391 133951435 10863965 11822621 172770839 167911296 X 381375573 379678253 187071138 204180380 568446711 583858633 741217550 751769929 X 8296321 5615984 1499617 X 0 1 X 1 1 1 X 19794160 29065420 32722996 30416786 30598346 142597708 19794160 29065420 32722996 30416786 30598346 142597708 1094025 141503683 5595287 16363666 2380947 5299061 9422130 39061091 181658799 1349489478 0.77900 0.76900 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 1 0 0 0 0 1 45641 0 0 45641 0 PART II-B, LINE 1G, LOBBYING ACTIVITIES: THE UNIVERSITY UTILIZED THE SERVICES OF A CONSULTING FIRM TO ASSIST WITH LOBBYING ACTIVITIES AND ALSO HAS AN EMPLOYEE WHO SPENDS A SMALL PORTION OF THEIR TIME IN THE SAME REGARD. THESE LOBBYING ACTIVITIES ARE TYPICALLY PERFORMED IN STATE AND LOCAL VENUES, BUT MAY ESCALATE IN CERTAIN SITUATIONS TO THE FEDERAL LEVEL. THESE ACTIVITIES TO DO NOT CONSTITUTE A SIGNIFICANT PORTION OF THE UNIVERSITY'S ACTIVITIES. 96398 X 0 0 293782938 5404984 37209017 4290070 9670854 1852023 320583992 301817062 4910516 1146058 3773026 8976697 1340975 293782938 307797710 8987524 -1406000 3287407 8134877 2139888 301817062 232556136 4286866 85361207 2954276 8021043 3431180 307797710 224629485 16509330 3874544 3047960 7930181 1479082 232556136 0.47000 0.53000 0 0 29276645 29276645 495026386 217152459 277873927 43628439 41480420 2148019 21228431 1035335 20193096 329491687 PRIVATE EQUITY 87444473 F EQUITY FUNDS 52526809 F HEDGE FDS: MULTI-STRATEGY FDS 32713907 F HEDGE FDS: LONG/SHORT 7905539 F HEDGE FDS: NONAGENCY RES MBS 4240849 F OTHER 780725 F 185612302 OPERATING LEASE LIABILITY 5916062 ASSET RETIREMENT OBLIGATION 3384636 PERKINS LOAN FUND 964586 TENANT IMPROVEMENT ALLOWANCE 900455 DINING ADVANCE 379571 ANNUITY LIABILITY 270051 POOLED INCOME LIABILITY 7260 11822621 X 228515182 5615984 5615984 222899198 2130573 143153088 145283661 368182859 213103260 455429 455429 212647831 2130573 145108134 147238707 359886538 PART V, LINE 4: THE UNIVERSITY'S ENDOWMENT FUND HELPS PROVIDE AFFORDABLE EDUCATION TO STUDENTS BY PROVIDING FUNDS FOR FINANCIAL AID AND BY SUPPORTING THE OPERATIONS OF THE UNIVERSITY. PART X, LINE 2: THE UNIVERSITY IS QUALIFIED AS A NOT-FOR-PROFIT ORGANIZATION UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE, AS AMENDED. ACCORDINGLY, THE UNIVERSITY IS NOT SUBJECT TO INCOME TAXES EXCEPT TO THE EXTENT IT HAS TAXABLE INCOME FROM ACTIVITIES THAT ARE NOT RELATED TO ITS EXEMPT PURPOSE. NO PROVISION FOR INCOME TAXES WAS REQUIRED FOR FISCAL YEARS 2024 OR 2023. ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA REQUIRE MANAGEMENT TO EVALUATE TAX POSITIONS TAKEN BY THE UNIVERSITY AND RECOGNIZE A TAX LIABILITY (OR ASSET) IF THE UNIVERSITY HAS TAKEN AN UNCERTAIN TAX POSITION THAT MORE LIKELY THAN NOT WOULD NOT BE SUSTAINED UPON EXAMINATION BY THE IRS. MANAGEMENT HAS ANALYZED THE TAX POSITIONS TAKEN BY THE UNIVERSITY, AND HAS CONCLUDED THAT AS OF MAY 31, 2024, THERE ARE NO UNCERTAIN POSITIONS TAKEN OR EXPECTED TO BE TAKEN THAT WOULD REQUIRE RECOGNITION OF A LIABILITY (OR ASSET) OR DISCLOSURE IN THE FINANCIAL STATEMENTS. THE UNIVERSITY IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS; THERE ARE CURRENTLY NO TAX AUDITS OF THE FINANCIAL STATEMENTS FOR ANY TAX PERIODS IN PROGRESS. PART XI, LINE 4B - OTHER ADJUSTMENTS: FINANCIAL AID 145,108,134. DIRECT FUNDRAISING EXPENSE -455,429. CHANGE IN FAIR VALUE OF SPLIT INTEREST AGREEMENTS -1,428,987. CHANGE IN FAIR VALUE OF CASH SURRENDER VALUE -70,630. PART XII, LINE 2D - OTHER ADJUSTMENTS: DIRECT FUNDRAISING EXPENSE 455,429. PART XII, LINE 4B - OTHER ADJUSTMENTS: FINANCIAL AID EXPENSE 145,108,134. 1 1 1 1 1 1 1 0 0 0 0 0 0 0 0 1 0 1 SCHEDULE E, PART I, LINE 3 SEE SUPPLEMENTAL PAGE SCHEDULE E, PART I, LINE 6 LOYOLA UNIVERSITY MARYLAND PARTICIPATES IN THE FOLLOWING FEDERAL STUDENT FINANCIAL AID PROGRAMS: FEDERAL PELL GRANT, FEDERAL SUPPLEMENTAL EDUCATIONAL OPPORTUNITY GRANT (FSEOG), FEDERAL WORK-STUDY, FEDERAL DIRECT STUDENT LOANS (SUBSIDIZED AND UNSUBSIDIZED), FEDERAL DIRECT PARENT PLUS LOAN, TEACH GRANT AND DVA YELLOW RIBBON GRANT. SCHEDULE E, LINE 3: LOYOLA UNIVERSITY MARYLAND DOES NOT DISCRIMINATE ON THE BASIS OF RACE, SEX, COLOR, NATIONAL OR ETHNIC ORIGIN, AGE, RELIGION, DISABILITY, MARITAL STATUS, SEXUAL ORIENTATION, GENDER IDENTITY, GENETIC INFORMATION, MILITARY STATUS, OR ANY OTHER LEGALLY PROTECTED CLASSIFICATION IN THE ADMINISTRATION OF ANY OF ITS EDUCATIONAL PROGRAMS AND ACTIVITIES OR WITH RESPECT TO ADMISSION OR EMPLOYMENT. THE DESIGNATED COMPLIANCE OFFICER TO ENSURE COMPLIANCE WITH TITLE IX OF THE EDUCATION AMENDMENTS OF 1972, AS AMENDED, IS DAVID TISCIONE, DIRECTOR TITLE IX COMPLIANCE AND ASSESSMENT, 4501 N. CHARLES STREET, JENKINS RM 105B, 410-617-2763, DMTISCIONE@LOYOLA.EDU. THE COORDINATOR TO ENSURE COMPLIANCE WITH SECTION 504 OF THE REHABILITATION ACT OF 1973, AS AMENDED, IS DAVID TISCIONE, DIRECTOR TITLE IX COMPLIANCE AND ASSESSMENT, 4501 N. CHARLES STREET, JENKINS RM 105B, 410-617-2763, DMTISCIONE@LOYOLA.EDU. LOYOLA UNIVERSITY IS AUTHORIZED UNDER FEDERAL LAW TO ENROLL NON-IMMIGRANT, ALIEN STUDENTS. THIS PUBLICATION DOES NOT CONSTITUTE AN EXPRESS OR IMPLIED CONTRACT. LOYOLA RESERVES THE RIGHT TO AMEND OR RESCIND THIS PUBLICATION AT ANY TIME. 1 CENTRAL AMERICA/CARIBBEAN 0 0 INVESTMENTS 43257019 EAST ASIA AND THE PACIFIC 0 2 PROGRAM SERVICES INTERNATIONAL STUDIES 318238 EUROPE 2 5 PROGRAM SERVICES INTERNATIONAL STUDIES 4761049 MIDDLE EAST AND NORTH AFRICA 0 0 PROGRAM SERVICES INTERNATIONAL STUDIES 20534 SUB-SAHARAN AFRICA 0 0 PROGRAM SERVICES INTERNATIONAL STUDIES 51836 CENTRAL AMERICA/CARIBBEAN 0 0 PROGRAM SERVICES INTERNATIONAL STUDIES 62416 CENTRAL AMERICA/CARIBBEAN 0 0 PROGRAM SERVICES FINANCIAL AID 204500 EAST ASIA AND THE PACIFIC 0 0 PROGRAM SERVICES FINANCIAL AID 171373 EUROPE 0 0 PROGRAM SERVICES FINANCIAL AID 1405424 MIDDLE EAST AND NORTH AFRICA 0 0 PROGRAM SERVICES FINANCIAL AID 119531 NORTH AMERICA 0 0 PROGRAM SERVICES FINANCIAL AID 579718 SOUTH AMERICA 0 0 PROGRAM SERVICES FINANCIAL AID 205000 SOUTH ASIA 0 0 PROGRAM SERVICES FINANCIAL AID 102010 SUB-SAHARAN AFRICA 0 0 PROGRAM SERVICES FINANCIAL AID 98500 2 7 0 0 2 7 48846965 2510183 51357148 0 0 FINANCIAL ASSISTANCE CENTRAL AMERICA/CARIBBEAN 6 204500 FINANCIAL AID FMV FINANCIAL ASSISTANCE EAST ASIA/PACIFIC 4 171373 FINANCIAL AID FMV FINANCIAL ASSISTANCE EUROPE/ICELAND/GREENLAND 17 1405424 FINANCIAL AID FMV FINANCIAL ASSISTANCE MIDDLE EAST/NORTH AFRICA 2 119531 FINANCIAL AID FMV FINANCIAL ASSISTANCE NORTH AMERICA 12 579718 FINANCIAL AID FMV FINANCIAL ASSISTANCE SOUTH AMERICA 5 205000 FINANCIAL AID FMV FINANCIAL ASSISTANCE SOUTH ASIA 3 102010 FINANCIAL AID FMV FINANCIAL ASSISTANCE SUB-SAHARAN AFRICA 3 98500 FINANCIAL AID FMV 1 0 1 1 1 0 PART I, LINE 2: ALL FINANCIAL AID IS APPLIED DIRECTLY TO THE STUDENTS' OUTSTANDING RECEIVABLE BALANCES. NO CASH IS PHYSICALLY TRANSMITTED. CREDIT BALANCES THAT RESULT FROM FEDERAL STUDENT AND PARENT LOAN PROCEEDS ARE DISTRIBUTED TO THE BORROWER WITHIN THE SPECIFIED TIME FRAME REQUIRED BY THE REGULATIONS GOVERNING THESE PROGRAMS. ELIGIBILITY FOR NEED-BASED GRANTS, LOANS, AND WORK-STUDY FORMS OF FEDERAL STUDENT AID IS DETERMINED USING THE RESULTS OF THE FEDERAL METHODOLOGY NEED ANALYSIS FORMULA. STUDENT AID AWARDED FROM BOTH FEDERAL AND INSTITUTIONAL SOURCES ARE MONITORED CONTINUOUSLY THROUGHOUT THE FISCAL YEAR USING VARIOUS BUDGET STATUS REPORTS, STUDENT ACCOUNT STATUS REPORTS, AND DEFERRAL AND INSTITUTIONAL PROGRAM RECONCILIATION REPORTS. X X X X X X X 1 EAB 11011 W BROAD STREET GLEN ALLEN VA 23060 FUNDRAISING 0 1275051 195184 1079867 PG CALC 129 MOUNT AUBURN ST CAMBRIDGE MA 02138 ADVISORY 0 0 6960 -6960 CCS FUNDRAISING 100 EAST PRATT STREET BALTIMORE MD 21202 ADVISORY 0 0 406156 -406156 GIVING DOCS PO BOX 11198 TAKOMA PARK MD 20913 ADVISORY 0 0 11000 -11000 1275051 619300 655751 AL AK AR CA CO CT DC FL GA HI IL KS KY LA ME MD MA MI MN MS NV NH NJ NM NY NC ND OH OK OR PA RI SC TN UT VA WA WV WI BUSINESS LEADER DINNER 314820 218500 96320 152661 40114 GOLF INVITATIONAL 160450 114550 45900 98897 1867 1 127919 6300 121619 34390 127500 603189 339350 263839 285948 127500 41981 455429 -191590 1 THE LOYOLA NOTRE DAME LIBRARY INC 200 WINSTON AVENUE BALTIMORE MD 21212 520881396 501(C)(3) 45807 0 CAPITAL CONTRIBUTION 1 0 FINANCIAL ASSISTANCE 4204 142222079 FMV FINANCIAL AID PART I, LINE 2: GRANTS AND OTHER ASSISTANCE TO INDIVIDUALS IN THE UNITED STATES: ALL FINANCIAL AID IS APPLIED DIRECTLY TO THE STUDENTS' OUTSTANDING RECEIVABLE BALANCE. NO CASH IS PHYSICALLY TRANSMITTED. CREDIT BALANCES THAT RESULT FROM FEDERAL STUDENT AND PARENT LOAN PROCEEDS ARE DISTRIBUTED TO THE BORROWER WITHIN THE SPECIFIED TIME FRAME REQUIRED BY THE REGULATIONS GOVERNING THESE PROGRAMS. ELIGIBILITY FOR NEED-BASED GRANTS, LOANS, AND WORK-STUDY FORMS OF FEDERAL STUDENT AID IS DETERMINED USING THE RESULTS OF THE FEDERAL METHODOLOGY NEED ANALYSIS FORMULA. STUDENT AID AWARDED FROM BOTH FEDERAL AND INSTITUTIONAL SOURCES ARE MONITORED CONTINUOUSLY THROUGHOUT THE FISCAL YEAR USING VARIOUS BUDGET STATUS REPORTS, STUDENT ACCOUNT STATUS REPORTS, AND DEFERRAL AND INSTITUTIONAL PROGRAM RECONCILIATION REPORTS. X X 1 1 X X X X 0 0 0 0 0 0 0 0 0 TERRENCE SAWYER TRUSTEE & PRESIDENT 498568 0 35000 0 75674 0 29700 0 16948 0 655890 0 0 0 CHARLES TOOMEY HEAD COACH MEN'S LACROSSE 384024 0 0 0 4874 0 29700 0 19938 0 438536 0 0 0 CHERYL MOORE-THOMAS VICE PRESIDENT 308181 0 0 0 25614 0 28068 0 9913 0 371776 0 0 0 JOHN COPPOLA VICE PRESIDENT 310643 0 10000 0 4365 0 29004 0 10443 0 364455 0 0 0 TAVARAS HARDY HEAD COACH MEN'S BASKETBALL 304118 0 5000 0 7020 0 28800 0 19359 0 364297 0 0 0 ERIC NICHOLS VICE PRESIDENT 290353 0 15000 0 9055 0 26345 0 5344 0 346097 0 0 0 MARY ANN SCULLY DEAN 328786 0 0 0 0 0 14832 0 856 0 344474 0 0 0 BRIAN OAKES VICE PRESIDENT 275990 0 0 0 1583 0 25121 0 9212 0 311906 0 0 0 DONNA WOODRUFF ASST VP & DIRECTOR ATHLETICS 245397 0 7500 0 11851 0 22299 0 8815 0 295862 0 0 0 JENNIFER ADAMS HEAD COACH WOMEN'S LACROSSE 239712 0 16000 0 5041 0 21690 0 9159 0 291602 0 0 0 DEBORAH CADY MELZER VICE PRESIDENT 237468 0 0 0 0 0 21924 0 9149 0 268541 0 0 0 FRANK D'SOUZA PROFESSOR 229878 0 0 0 0 0 19464 0 841 0 250183 0 0 0 BOBBY WALDRUP FORMER DEAN 199600 0 0 0 0 0 18993 0 10355 0 228948 0 0 0 AFRA HERSI DEAN 197452 0 0 0 0 0 18675 0 9936 0 226063 0 0 0 AMANDA THOMAS FORMER VICE PRESIDENT 190612 0 0 0 0 0 18093 0 12910 0 221615 0 0 0 PART I, LINE 1A HEALTH OR SOCIAL CLUB DUES: THE FOLLOWING INDIVIDUALS RECEIVED MEMBERSHIPS IN LOCAL COUNTRY CLUBS OR SOCIAL CLUBS AS PART OF THEIR JOB DUTIES WITH THE UNIVERSITY: TERRENCE SAWYER, DONNA WOODRUFF, JOHN COPPOLA, AND ERIC NICHOLS. THE UNIVERSITY TRACKS USAGE OF THESE CLUBS AND REPORTS PERSONAL USE AS TAXABLE INCOME ON THE EMPLOYEES' W-2. A MD HEALTH AND HIGHER EDUC FACILITIES AUTHORITY 520936091 574218RY1 2014-10-30 63876116 2014-REFUNDING 0 0 0 B MD HEALTH AND HIGHER EDUC FACILITIES AUTHORITY 520936091 5742185T6 2019-12-19 51355256 2019A-2012B REFINANCING AND CONSTRUCTION COSTS 0 0 0 A 63876116 567776 63308340 2006 0 1 1 1 B 12340000 51574784 378496 27266288 23930000 2022 1 0 0 1 A 0 1 1 1 0 0.00100 0.00000 0.00100 0 0 1 B 0 0 1 1 0 0.00000 0.00000 0.00000 0 0 1 A 0 0 0 1 0 0 0 0 1 B 0 0 0 1 0 0 0 0 1 A 1 B 1 PART I, ROW A, COLUMN (A): MARYLAND HEALTH AND HIGHER EDUCATIONAL FACILITIES AUTHORITY. PART I, ROW B, COLUMN (A): MARYLAND HEALTH AND HIGHER EDUCATIONAL FACILITIES AUTHORITY. PART I, ROW A, COLUMN F: THE PURPOSE OF THE ISSUE WAS THE REFUNDING OF AN ISSUE DATED 1/04/2006 PART I, ROW B, COLUMN F: THE PURPOSE OF THE ISSUE WAS THE REFUNDING OF AN ISSUE DATED 12/03/2014 AND FINANCING VARIOUS CAPITAL EXPENDITURES. PART II, COLUMN A, LINE 11: THE OTHER SPENT PROCEEDS ARE THE REFUNDING PROCEEDS OF THE ISSUE THAT ARE NO LONGER IN ESCROW. PART II, COLUMN B, LINE 11: THE OTHER SPENT PROCEEDS ARE THE REFUNDING PROCEEDS OF THE ISSUE THAT ARE NO LONGER IN ESCROW. PART IV, COLUMN A: A REBATE CALCULATION WAS PERFORMED ON OCTOBER 3, 2019 WITH NO REBATE LIABILITY BEING DUE. PART IV, COLUMN B: A REBATE CALCULATION WAS PERFORMED ON MAY 31, 2022 WITH NO REBATE LIABILITY BEING DUE. RELATED TO SUBSTANTIAL CONTRIBUTOR EMPLOYEE 41000 FINANCIAL AID UG TUITION REMISSION RELATED TO SUBSTANTIAL CONTRIBUTOR EMPLOYEE 28575 FINANCIAL AID HIGH SCHOOL TUITION REMISSION COURTNEY SAWYER SPOUSE OF KEY EMPLOYEE 1564 EMPLOYMENT/COMPENSATION 0 X 1 1 FMV X 59 752058 FMV X MEALS 4 4744 FMV X GAME COLLECTION 1 725 FMV 0 0 1 0 PART I, COLUMN (B): THIS COLUMN REPRESENTS THE NUMBER OF CONTRIBUTIONS, NOT THE NUMBER OF ITEMS CONTRIBUTED. FORM 990, PART III, LINE 1, DESCRIPTION OF ORGANIZATION MISSION: LOYOLA UNIVERSITY MARYLAND INC IS A JESUIT CATHOLIC UNIVERSITY COMMITTED TO THE EDUCATIONAL AND SPIRITUAL TRADITIONS OF THE SOCIETY OF JESUS AND TO THE IDEALS OF LIBERAL EDUCATION AND THE DEVELOPMENT OF THE WHOLE PERSON. ACCORDINGLY, THE UNIVERSITY WILL INSPIRE STUDENTS TO LEARN, LEAD AND SERVE IN A DIVERSE AND CHANGING WORLD. FORM 990, PART VI, SECTION B, LINE 11B PRIOR TO FILING, THE FORM 990 IS REVIEWED BY THE VICE PRESIDENT FOR FINANCE AND AN INDEPENDENT TAX ACCOUNTANT AT KPMG. ALL MEMBERS OF THE BOARD OF TRUSTEES ARE PROVIDED AN ELECTRONIC COPY OF THE COMPLETE FORM. THE FORM IS FILED AFTER ALL COMMENTS FROM THE BOARD OF TRUSTEES ARE ADDRESSED. FORM 990, PART VI, SECTION B, LINE 12C EACH BOARD MEMBER IS REQUIRED TO COMPLETE AND FILE WITH THE SECRETARY OF THE UNIVERSITY, ON OR BEFORE SEPTEMBER 1 OF EACH YEAR, INFORMATION ABOUT POSSIBLE BENEFICIAL OR ADVERSE INTERESTS AFFECTING LOYOLA UNIVERSITY MARYLAND, INCLUDING INTERESTS OF IMMEDIATE FAMILY MEMBERS AND ORGANIZATIONS IN WHICH THE BOARD MEMBER (OR MEMBER OF HIS OR HER FAMILY) HAS A SIGNIFICANT MANAGEMENT FUNCTION OR SIGNIFICANT OWNERSHIP INTEREST. UNIVERSITY ADMINISTRATORS ARE REQUIRED TO ACT IN WAYS CONSISTENT WITH THEIR FIDUCIARY RESPONSIBILITIES TO THE UNIVERSITY. IF A UNIVERSITY ADMINISTRATOR BELIEVES THAT HE OR SHE MAY HAVE A CONFLICT OF INTEREST, THE ADMINISTRATOR SHALL PROMPTLY FULLY DISCLOSE THE CONFLICT TO THE PRESIDENT OF THE UNIVERSITY AND SHALL REFRAIN FROM PARTICIPATION IN ANY WAY IN THE MATTER TO WHICH THE CONFLICT RELATES UNTIL THE QUESTION HAS BEEN RESOLVED. THE PRESIDENT SHALL CONSULT WITH UNIVERSITY COUNSEL REGARDING ALL CONFLICT QUESTIONS OF WHICH HE IS INFORMED AND SHALL REPORT REGULARLY TO THE BOARD OF TRUSTEES ANY UNRESOLVED CONFLICT QUESTIONS. FORM 990, PART VI, SECTION B, LINE 15 LINE 15A: TERRENCE J. SAWYER WAS APPOINTED AS THE NEW PRESIDENT OF THE UNIVERSITY EFFECTIVE JANUARY 1, 2022. AN INDEPENDENT SEARCH CONSULTANT WAS RETAINED FOR THE SEARCH. SALARY DATA OF COMPARABLE AJCU (ASSOCIATION OF JESUIT COLLEGES AND UNIVERSITIES) INSTITUTIONS WAS USED IN THE DETERMINATION OF THE PRESIDENT'S SALARY RANGE. THE ORGANIZATION AND EXECUTIVE COMPENSATION COMMITTEE OF THE BOARD OF TRUSTEES IS RESPONSIBLE FOR SETTING SENIOR ADMINISTRATION'S ANNUAL COMPENSATION. SALARIES ARE REVIEWED BASED UPON JOB ANALYSIS, MARKET CONDITIONS, AND PERFORMANCE. RECORDS OF THE MEETINGS ARE MAINTAINED BY THE ASSISTANT SECRETARY OF THE BOARD. LINE 15B: FOR OFFICERS OTHER THAN THE PRESIDENT AND FOR KEY EMPLOYEES, AN INDEPENDENT SEARCH CONSULTANT WAS RETAINED FOR EACH SEARCH. SALARY DATA OF COMPARABLE AJCU (ASSOCIATION OF JESUIT COLLEGES AND UNIVERSITIES) INSTITUTIONS WAS USED IN THE DETERMINATION OF THE SALARY RANGE. THE INDEPENDENT SEARCH CONSULTANT ASSISTED WITH THE SETTING OF AN APPROPRIATE SALARY, WITH CONSIDERATION TO THE POSITION RESPONSIBILITIES AND THE MARKET. THE ORGANIZATION AND EXECUTIVE COMPENSATION COMMITTEE OF THE BOARD OF TRUSTEES IS RESPONSIBLE FOR SETTING SENIOR ADMINISTRATION'S ANNUAL COMPENSATION. SALARIES ARE REVIEWED BASED UPON JOB ANALYSIS, MARKET CONDITIONS, AND PERFORMANCE. RECORDS OF THE MEETINGS ARE MAINTAINED BY THE ASSISTANT SECRETARY OF THE BOARD. FORM 990, PART VI, SECTION C, LINE 19 THE AUDITED FINANCIAL STATEMENTS AND THE FORM 990 ARE ON THE UNIVERSITY'S EXTERNAL WEBSITE. GOVERNING DOCUMENTS AND THE CONFLICT OF INTEREST POLICY ARE NOT AVAILABLE TO THE GENERAL PUBLIC. FORM 990, PART XI, LINE 9: CHANGE IN FAIR VALUE OF SPLIT INTEREST AGREEMENTS 1,428,987. CHANGE IN FAIR VALUE OF CASH SURRENDER VALUE 70,630. THE LOYOLA NOTRE DAME LIBRARY INC 200 WINSTON AVENUE BALTIMORE MD 21212 520881396 LIBRARY MD 501(C)(3) 509A3III-FI N/A 0 POOLED INCOME FUND-1 4501 N CHARLES STREET BALTIMORE MD 21210 POOLED INCOME FD MD N/A T 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 1 0 THE LOYOLA NOTRE DAME LIBRARY INC R 3359103 FMV