FURP.ORG / PUBLIC DATA EXPLORER

LOYOLA UNIVERSITY OF CHICAGO: Form 990, tax year 2021

View the entire original 990 at ProPublica ↗

Organization
LOYOLA UNIVERSITY OF CHICAGO (EIN 36-1408475)
Tax period
2021-07-01 to 2022-06-30
Filed
2023-05-12
IRS object ID
202301329349309100
Schema version
2021v4.2
Source
Download XML · Original 990 at ProPublica

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

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2023-05-12T22:02:13+00:00ReturnTs
Tax Period End2022-06-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN346565596PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1ERNST & YOUNG US LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1155 N WACKER DRIVEAddressLine1Txt
CityCHICAGOCityNm
State AbbreviationILStateAbbreviationCd
ZIP60606ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2021-07-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN361408475EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1Loyola University of ChicagoBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlLOYOBusinessNameControlTxt
Phone3129157676PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1820 N MICHIGAN AVENUEAddressLine1Txt
CityCHICAGOCityNm
State AbbreviationILStateAbbreviationCd
ZIP606112147ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonWAYNE MAGDZIARZPersonNm
Person TitleSR VP & CFO/CBOPersonTitleTxt
Phone3129156403PhoneNum
Signature2023-05-12SignatureDt
Discuss With Paid PreparerfalseDiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstWAYNEPersonFirstNm
Person LastMAGDZIARZPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonKRISTEN FARR CAPIZZIPreparerPersonNm
PTINP02176875PTIN
Phone3128792000PhoneNum
Preparation2023-05-11PreparationDt
FieldValueIRS element (for citing)
Tax2021TaxYr
Build TS2023-04-26 12:10:37ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Amended ReturnYes (X)AmendedReturnInd

Principal Ofcr Business Name PrincipalOfcrBusinessName

FieldValueIRS element (for citing)
Business Name Line1JO ANN ROONEYBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line1820 N MICHIGAN AVENUEAddressLine1Txt
CityCHICAGOCityNm
State AbbreviationILStateAbbreviationCd
ZIP606112147ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$1,499,658,157GrossReceiptsAmt
Group Return For AffiliatesfalseGroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website AddressWWW.LUC.EDUWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation1909FormationYr
Legal Domicile StateILLegalDomicileStateCd
Activity Or MissionWE 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 Body35VotingMembersGoverningBodyCnt
Voting Members Independent34VotingMembersIndependentCnt
Total Employee8523TotalEmployeeCnt
Total Volunteers998TotalVolunteersCnt
Total Gross UBI$1,180,408TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$208,340NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$95,212,709PYContributionsGrantsAmt
CY Contributions Grants$161,742,470CYContributionsGrantsAmt
PY Program Service Revenue$691,025,298PYProgramServiceRevenueAmt
CY Program Service Revenue$799,610,734CYProgramServiceRevenueAmt
PY Investment Income$26,471,880PYInvestmentIncomeAmt
CY Investment Income$107,482,488CYInvestmentIncomeAmt
PY Other Revenue$845,934PYOtherRevenueAmt
CY Other Revenue$526,208CYOtherRevenueAmt
PY Total Revenue$813,555,821PYTotalRevenueAmt
CY Total Revenue$1,069,361,900CYTotalRevenueAmt
PY Grants And Similar Paid$258,899,512PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$281,651,950CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$0PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$324,327,323PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$360,008,464CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$392,000PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$15,269,588CYTotalFundraisingExpenseAmt
PY Other Expenses$196,486,568PYOtherExpensesAmt
CY Other Expenses$248,097,544CYOtherExpensesAmt
PY Total Expenses$780,105,403PYTotalExpensesAmt
CY Total Expenses$889,757,958CYTotalExpensesAmt
PY Revenues Less Expenses$33,450,418PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$179,603,942CYRevenuesLessExpensesAmt
Total Assets BOY$2,523,912,579TotalAssetsBOYAmt
Total Assets EOY$2,422,309,997TotalAssetsEOYAmt
Total Liabilities BOY$529,574,403TotalLiabilitiesBOYAmt
Total Liabilities EOY$439,116,219TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$1,994,338,176NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$1,983,193,778NetAssetsOrFundBalancesEOYAmt
MissionWE 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 SrvcfalseSignificantNewProgramSrvcInd
Significant ChangefalseSignificantChangeInd
Expense$680,434,732ExpenseAmt
Grant$276,891,949GrantAmt
Revenue$737,380,147RevenueAmt
DescHIGHER EDUCATION: LOYOLA UNIVERSITY CHICAGO EDUCATED APPROXIMATELY 11,800 UNDERGRADUATE & 5,700 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

FieldValueIRS element (for citing)
Expense$75,041,904ExpenseAmt
Grant$1,353,672GrantAmt
Revenue$62,864,417RevenueAmt
DescHIGHER 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

FieldValueIRS element (for citing)
Expense$37,844,728ExpenseAmt
Grant$3,406,329GrantAmt
Revenue$0RevenueAmt
DescRESEARCH: 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
FieldValueIRS element (for citing)
Total Program Service Expenses$793,321,364TotalProgramServiceExpensesAmt
Described In Section501c3Yes (true)DescribedInSection501c3Ind
Schedule B RequiredYes (true)ScheduleBRequiredInd
Political Campaign ActyfalsePoliticalCampaignActyInd
Lobbying ActivitiesYes (true)LobbyingActivitiesInd
Donor Advised FundfalseDonorAdvisedFundInd
Conservation EasementsYes (true)ConservationEasementsInd
Collections Of ArtYes (true)CollectionsOfArtInd
Credit CounselingYes (true)CreditCounselingInd
Donor Rstr Or Quasi EndowmentsYes (true)DonorRstrOrQuasiEndowmentsInd
Report Land Building EquipmentYes (true)ReportLandBuildingEquipmentInd
Report Investments Other SecYes (true)ReportInvestmentsOtherSecInd
Report Program Related InvstfalseReportProgramRelatedInvstInd
Report Other AssetsfalseReportOtherAssetsInd
Report Other LiabilitiesYes (true)ReportOtherLiabilitiesInd
Include FIN48 FootnotefalseIncludeFIN48FootnoteInd
Independent Audit Fincl StmtfalseIndependentAuditFinclStmtInd
Consolidated Audit Fincl StmtYes (true)ConsolidatedAuditFinclStmtInd
School OperatingYes (true)SchoolOperatingInd
Foreign OfficeYes (true)ForeignOfficeInd
Foreign ActivitiesYes (true)ForeignActivitiesInd
More Than5000 K To OrgYes (true)MoreThan5000KToOrgInd
More Than5000 K To IndividualsYes (true)MoreThan5000KToIndividualsInd
Professional FundraisingfalseProfessionalFundraisingInd
Fundraising ActivitiesYes (true)FundraisingActivitiesInd
Gaming ActivitiesfalseGamingActivitiesInd
Operate HospitalfalseOperateHospitalInd
Grants To OrganizationsYes (true)GrantsToOrganizationsInd
Grants To IndividualsYes (true)GrantsToIndividualsInd
Schedule J RequiredYes (true)ScheduleJRequiredInd
Tax Exempt BondsYes (true)TaxExemptBondsInd
Invest Tax Exempt BondsfalseInvestTaxExemptBondsInd
Escrow AccountfalseEscrowAccountInd
On Behalf Of IssuerfalseOnBehalfOfIssuerInd
Engaged In Excess Benefit TransfalseEngagedInExcessBenefitTransInd
PY Excess Benefit TransfalsePYExcessBenefitTransInd
Loan OutstandingYes (true)LoanOutstandingInd
Grant To Related PersonYes (true)GrantToRelatedPersonInd
Business Rln With Org MemfalseBusinessRlnWithOrgMemInd
Business Rln With Fam MemYes (true)BusinessRlnWithFamMemInd
Business Rln With35 Ctrl EntfalseBusinessRlnWith35CtrlEntInd
Deductible Non Cash ContriYes (true)DeductibleNonCashContriInd
Deductible Art ContributionYes (true)DeductibleArtContributionInd
Terminate OperationsfalseTerminateOperationsInd
Partial LiquidationfalsePartialLiquidationInd
Disregarded EntityfalseDisregardedEntityInd
Related EntityYes (true)RelatedEntityInd
Related Organization Ctrl EntYes (true)RelatedOrganizationCtrlEntInd
Transaction With Control EntYes (true)TransactionWithControlEntInd
Trnsfr Exmpt Non Chrtbl Rltd OrgfalseTrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted PrtshpfalseActivitiesConductedPrtshpInd
Schedule O RequiredYes (true)ScheduleORequiredInd
Info In Schedule O Part VYes (X)InfoInScheduleOPartVInd
IRP Document24660IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld ComplianceYes (true)BackupWthldComplianceInd
Employee8523EmployeeCnt
Employment Tax Returns FiledYes (true)EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over LimitYes (true)UnrelatedBusIncmOverLimitInd
Form990 T FiledYes (true)Form990TFiledInd
Foreign Financial AccountYes (true)ForeignFinancialAccountInd
Foreign CountryITForeignCountryCd
Foreign CountryUKForeignCountryCd
Foreign CountryVMForeignCountryCd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Taxable Party NotificationfalseTaxablePartyNotificationInd
Nondeductible ContributionsfalseNondeductibleContributionsInd
Quid Pro Quo ContributionsYes (true)QuidProQuoContributionsInd
Quid Pro Quo Contri DisclYes (true)QuidProQuoContriDisclInd
Form8282 Property Disposed OffalseForm8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Indoor Tanning ServicesfalseIndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht PymtfalseSubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst IncfalseSubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members35GoverningBodyVotingMembersCnt
Independent Voting Member34IndependentVotingMemberCnt
Family Or Business RlnYes (true)FamilyOrBusinessRlnInd
Delegation Of Mgmt DutiesfalseDelegationOfMgmtDutiesInd
Change To Org DocumentsfalseChangeToOrgDocumentsInd
Material Diversion Or MisusefalseMaterialDiversionOrMisuseInd
Members Or StockholdersfalseMembersOrStockholdersInd
Election Of Board MembersfalseElectionOfBoardMembersInd
Decisions Subject To ApprovafalseDecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (true)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (true)MinutesOfCommitteesInd
Officer Mailing AddressfalseOfficerMailingAddressInd
Local ChaptersfalseLocalChaptersInd
Form990 Provided To Gvrn BodyYes (true)Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (true)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (true)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (true)RegularMonitoringEnfrcInd
Whistleblower PolicyYes (true)WhistleblowerPolicyInd
Document Retention PolicyYes (true)DocumentRetentionPolicyInd
Compensation Process CEOYes (true)CompensationProcessCEOInd
Compensation Process OtherYes (true)CompensationProcessOtherInd
Investment In Joint VentureYes (true)InvestmentInJointVentureInd
Written Policy Or ProcedureYes (true)WrittenPolicyOrProcedureInd
States Where Copy Of Return Is FldCOStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldHIStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldAKStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldMDStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldMAStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldMIStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldNHStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldNDStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldOKStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldORStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldSCStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldWAStatesWhereCopyOfReturnIsFldCd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1TERESA KRAFCISIN CONTROLLERBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone3129157676PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1820 N MICHIGAN AVENUEAddressLine1Txt
CityCHICAGOCityNm
State AbbreviationILStateAbbreviationCd
ZIP60611ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (68 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtAverage Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtKey EmployeeKeyEmployeeIndHighest Compensated EmployeeHighestCompensatedEmployeeIndFormer Ofcr Director TrusteeFormerOfcrDirectorTrusteeInd
JO ANN ROONEY
PRESIDENT40.00.0Yes (X)Yes (X)$918,348$0$44,894
BARRY C MCCABE
TRUSTEE1.00.0Yes (X)$0$0$0
BRIAN K SPEERS
TRUSTEE1.00.0Yes (X)$0$0$0
BRYAN TRAUBERT
TRUSTEE1.00.0Yes (X)$0$0$0
CHRISTOPHER J DEVRON SJ
TRUSTEE (TERM ENDED 06/2022)1.00.0Yes (X)$0$0$0
CYNTHIA HANK STARK
TRUSTEE1.00.0Yes (X)$0$0$0
EDWARD SIEBERT SJ
TRUSTEE (EFFECTIVE 06/2022)1.00.0Yes (X)$0$0$0
EILEEN WRENN MITCHELL
TRUSTEE1.00.0Yes (X)$0$0$0
ELIZABETH PARKINSON
TRUSTEE1.00.0Yes (X)$0$0$0
ELLEN S ALBERDING
TRUSTEE1.00.0Yes (X)$0$0$0
GREG O'MEARA SJ
TRUSTEE1.00.0Yes (X)$0$0$0
JACKIE TAYLOR HOLSTEN
TRUSTEE1.00.0Yes (X)$0$0$0
JOHN G SCHREIBER
TRUSTEE1.00.0Yes (X)$0$0$0
JOHN P FITZGIBBONS SJ
TRUSTEE1.00.0Yes (X)$0$0$0
JOSEPH T SEMINETTA
TRUSTEE (TERM ENDED 09/2021)1.00.0Yes (X)$0$0$0
JULIE H SULLIVAN
TRUSTEE1.00.0Yes (X)$0$0$0
KEVIN W WILLER
TRUSTEE1.00.0Yes (X)$0$0$0
KIM BLICKENSTAFF
TRUSTEE1.00.0Yes (X)$0$0$0
MARGARET MARY COSGROVE BVM
TRUSTEE1.00.0Yes (X)$0$0$0
MARK A HOPPE
VICE CHAIR OF THE BOARD, TRUSTEE1.00.0Yes (X)$0$0$0
MARK S RZEPCZYNSKI
TRUSTEE1.00.0Yes (X)$0$0$0
MARY HASTEN
TRUSTEE1.00.0Yes (X)$0$0$0
MELANIE C DREHER
TRUSTEE1.00.0Yes (X)$0$0$0
MICHAEL R HANEY
TRUSTEE1.00.0Yes (X)$0$0$0
PATRICK E MCGRATH SJ
TRUSTEE (EFFECTIVE 06/2022)1.00.0Yes (X)$0$0$0
RICK HAMMOND
TRUSTEE1.00.0Yes (X)$3,000$0$0
ROBERT A SULLIVAN
TRUSTEE1.00.0Yes (X)$0$0$0
ROBERT G CLARK
TRUSTEE (EFFECTIVE 06/2022)1.00.0Yes (X)$0$0$0
ROBERT L NIEHOFF SJ
TRUSTEE1.00.0Yes (X)$0$0$0
ROCCO J MARTINO
TRUSTEE1.00.0Yes (X)$0$0$0
SHARON L O'KEEFE
TRUSTEE1.00.0Yes (X)$0$0$0
STEPHEN P SQUINTO
TRUSTEE (TERM ENDED 02/2022)1.00.0Yes (X)$0$0$0
SUSAN S SHER
CHAIR OF THE BOARD, TRUSTEE1.00.0Yes (X)$0$0$0
TAYLOR J O'MALLEY
TRUSTEE1.00.0Yes (X)$0$0$0
TIMOTHY P KESICKI SJ
TRUSTEE1.00.0Yes (X)$0$0$0
WALTER C DEYE SJ
TRUSTEE1.00.0Yes (X)$0$0$0
WILLIAM F LYNCH
TRUSTEE1.00.0Yes (X)$0$0$0
WILLIAM G KISTNER
TRUSTEE1.00.0Yes (X)$0$0$0
DOMINIQUE JORDAN TURNER
VP INST. DEI & CHIEF INCL. OFFICER (EFF. 11/2021)40.00.0Yes (X)$32,828$0$4,374
JAMES PREHN SJ
VP & CHIEF OF STAFF40.00.0Yes (X)$0$0$0
JANE NEUFELD
VP STUDENT DEVELOPMENT (TERM ENDED 12/2021)40.00.0Yes (X)$261,343$0$30,012
JANET W SISLER
VP MISSION INTEGRATION (TERM ENDED 12/2021)40.00.0Yes (X)$210,487$0$22,313
JEREMY W LANGFORD
VP MARKETING & COMMUNICATIONS40.00.0Yes (X)$322,264$0$24,766
JOHN M SCHIETINGER
ASSISTANT SECRETARY40.00.0Yes (X)$173,610$0$33,910
KAREN PACIERO
VP OF ADVANCEMENT40.00.0Yes (X)$403,483$0$55,113
KEITH CHAMPAGNE
VP STUDENT DEVELOPMENT (EFF. 12/2021)40.00.0Yes (X)$15,876$0$1,042
MARGARET FAUT CALLAHAN
PROVOST, CHIEF ACADEMIC OFFICER (EFF. 7/2021)40.00.0Yes (X)$531,198$0$46,998
PAMELA G COSTAS
VP GENERAL COUNSEL & SECRETARY40.00.0Yes (X)$368,457$0$35,779
PAUL G ROBERTS
VP FOR ENROLL. MGMT. & ST. SUCCESS40.00.0Yes (X)$355,907$0$36,526
PHILIP D HALE
VP FOR CIVIC ENGAGEMENT40.00.0Yes (X)$234,663$0$40,365
SUSAN BODIN
TREASURER40.00.0Yes (X)$201,463$0$40,401
SUSAN M MALISCH
VP & CHIEF INFORMATION OFFICER40.00.0Yes (X)$359,053$0$36,683
THOMAS M KELLY
SR VP ADMIN. SERVICES40.00.0Yes (X)$392,904$0$57,130
WAYNE MAGDZIARZ
SR VP & CFO/CBO40.00.0Yes (X)$468,967$0$30,939
WINIFRED WILLIAMS
VP & CHIEF HR OFFICER40.00.0Yes (X)$299,287$0$34,022
KATHARINE WYATT
CHIEF INVESTMENT OFFICER40.00.0$422,605$0$56,588Yes (X)
LORNA FINNEGAN
DEAN, SCHOOL OF NURSING40.00.0$304,205$0$46,873Yes (X)
MACIEK NOWAK
INTERIM DEAN, QUINLAN SCHOOL OF BUS40.00.0$240,708$0$33,391Yes (X)
PETER SCHRAEDER
DEAN, COLLEGE OF ARTS & SCIENCES40.00.0$270,165$0$55,789Yes (X)
SAM MARZO
DEAN, STRITCH SCHOOL OF MEDICINE40.00.0$695,095$0$57,097Yes (X)
CARLTON VALENTINE
HEAD COACH MEN'S BASKETBALL40.00.0$470,000$0$63,091Yes (X)
ERIN MORIARTY
DEAN, UNDERGRAD ADMIS.40.00.0$583,518$0$10,785Yes (X)
MARIJO LETIZIA
PROFESSOR, NURSING40.00.0$400,699$0$15,181Yes (X)
MEHARVAN SINGH
VICE PROVOST FOR RESEARCH40.00.0$390,603$0$54,926Yes (X)
MICHAEL NISHIMURA
PROFESSOR, SURGERY40.00.0$390,453$0$49,777Yes (X)
KEVIN STEVENS
FORMER KEY EMPLOYEE40.00.0$296,996$0$24,583Yes (X)
MICHAEL J KAUFMAN
FORMER OFFICER40.00.0$326,182$0$29,354Yes (X)
NORBERTO GRZYWACZ
FORMER OFFICER40.00.0$610,480$0$48,479Yes (X)
FieldValueIRS element (for citing)
Total Reportable Comp From Org$10,954,847TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$0TotReportableCompRltdOrgAmt
Total Other Compensation$1,121,181TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K770IndivRcvdGreaterThan100KCnt
Former Ofcr Employees ListedYes (true)FormerOfcrEmployeesListedInd
Total Comp Greater Than150 KYes (true)TotalCompGreaterThan150KInd
Compensation From Other SrcsfalseCompensationFromOtherSrcsInd

Contractor Compensation ContractorCompensationGrp (5 entries)

Address Line1ContractorAddress/USAddress/AddressLine1TxtAddress Line2ContractorAddress/USAddress/AddressLine2TxtCityContractorAddress/USAddress/CityNmState AbbreviationContractorAddress/USAddress/StateAbbreviationCdZIPContractorAddress/USAddress/ZIPCdServicesServicesDescCompensationCompensationAmt
ARAMARK CORPORATION
1125 W LOYOLA AVESUITE 110CHICAGOIL60626Food Services$11,892,467
THE MILLARD GROUP
94346 EAGLE WAYCHICAGOIL60678Housekeeping$9,683,703
ORBIS EDUCATION SVCS INC
301 PENNSYLVANIA PKWYSTE 400CARMELIN46280Program Management$4,785,424
B STROMBERG CONSTRUCTION CO
5831 DEMPSTER STMORTON GROVEIL60053Construction$3,957,008
POWER CONSTRUCTION COMPANY LLC
8750 W BRYN MAWR AVECHICAGOIL60631Construction$3,568,177
FieldValueIRS element (for citing)
Cntrct Rcvd Greater Than100 K101CntrctRcvdGreaterThan100KCnt
Fundraising$42,437FundraisingAmt
Related Organizations$223,150RelatedOrganizationsAmt
Government Grants$64,894,821GovernmentGrantsAmt
All Other Contributions$96,582,062AllOtherContributionsAmt
Noncash Contributions$1,765,965NoncashContributionsAmt
Total Contributions$161,742,470TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp (4 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt
TUITION AND FEES611710$694,704,477$694,704,477
AUXILIARY611710$62,864,417$62,864,417
ACADEMIC SUPPORT-TRINITY HEALTH611710$26,093,268$26,093,268
OTHER STUDENT SERVICES611710$15,948,572$15,948,572

Total Oth Program Service Rev TotalOthProgramServiceRevGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt
Related Or Exempt Func Income$0RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$0ExclusionAmt
FieldValueIRS element (for citing)
Total Program Service Revenue$799,610,734TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$13,150,185TotalRevenueColumnAmt
Unrelated Business Revenue$1,249,544UnrelatedBusinessRevenueAmt
Exclusion$11,900,641ExclusionAmt

Royalties Revenue RoyaltiesRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$364,797TotalRevenueColumnAmt
Related Or Exempt Func Income$364,797RelatedOrExemptFuncIncomeAmt

Gross Rents GrossRentsGrp

FieldValueIRS element (for citing)
Real$11,588,031RealAmt

Less Rental Expenses LessRentalExpensesGrp

FieldValueIRS element (for citing)
Real$11,632,087RealAmt

Rental Income Or Loss RentalIncomeOrLossGrp

FieldValueIRS element (for citing)
Real-$44,056RealAmt
Personal$0PersonalAmt

Net Rental Income Or Loss NetRentalIncomeOrLossGrp

FieldValueIRS element (for citing)
Total Revenue Column-$44,056TotalRevenueColumnAmt
Exclusion-$44,056ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$512,888,127SecuritiesAmt
Other$61,350OtherAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$418,602,612SecuritiesAmt
Other$14,562OtherAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities$94,285,515SecuritiesAmt
Other$46,788OtherAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column$94,332,303TotalRevenueColumnAmt
Exclusion$94,332,303ExclusionAmt
FieldValueIRS element (for citing)
Fundraising Gross Income$52,566FundraisingGrossIncomeAmt
Contri Rpt Fundraising Event$42,437ContriRptFundraisingEventAmt
Fundraising Direct Expenses$46,996FundraisingDirectExpensesAmt

Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp

FieldValueIRS element (for citing)
Total Revenue Column$5,570TotalRevenueColumnAmt
Exclusion$5,570ExclusionAmt

Other Revenue Misc OtherRevenueMiscGrp (3 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmtUnrelated Business RevenueUnrelatedBusinessRevenueAmt
INTEREST ON STUDENT LOANS611600$269,033$269,033
CONFERENCE SERVICES531120-$71,724-$71,724
FITNESS CENTER713940-$237,941-$237,941

Miscellaneous Revenue MiscellaneousRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$240,529TotalRevenueColumnAmt
Related Or Exempt Func Income$0RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$240,529UnrelatedBusinessRevenueAmt
Exclusion$0ExclusionAmt
FieldValueIRS element (for citing)
Other Revenue Total$199,897OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$1,069,361,900TotalRevenueColumnAmt
Related Or Exempt Func Income$800,244,564RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$1,180,408UnrelatedBusinessRevenueAmt
Exclusion$106,194,458ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

FieldValueIRS element (for citing)
Total$2,759,374TotalAmt
Program Services$2,759,374ProgramServicesAmt

Grants To Domestic Individuals GrantsToDomesticIndividualsGrp

FieldValueIRS element (for citing)
Total$277,550,721TotalAmt
Program Services$277,550,721ProgramServicesAmt

Foreign Grants ForeignGrantsGrp

FieldValueIRS element (for citing)
Total$1,341,855TotalAmt
Program Services$1,341,855ProgramServicesAmt

Benefits To Members BenefitsToMembersGrp

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

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$10,301,837TotalAmt
Program Services$1,562,193ProgramServicesAmt
Management And General$8,285,433ManagementAndGeneralAmt
Fundraising$454,211FundraisingAmt

Comp Disqual Persons CompDisqualPersonsGrp

FieldValueIRS element (for citing)
Total$16,918TotalAmt
Program Services$16,918ProgramServicesAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$278,471,495TotalAmt
Program Services$243,742,680ProgramServicesAmt
Management And General$27,862,389ManagementAndGeneralAmt
Fundraising$6,866,426FundraisingAmt

Pension Plan Contributions PensionPlanContributionsGrp

FieldValueIRS element (for citing)
Total$21,798,407TotalAmt
Program Services$18,125,590ProgramServicesAmt
Management And General$2,946,431ManagementAndGeneralAmt
Fundraising$726,386FundraisingAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$29,449,317TotalAmt
Program Services$24,802,795ProgramServicesAmt
Management And General$3,706,838ManagementAndGeneralAmt
Fundraising$939,684FundraisingAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$19,970,490TotalAmt
Program Services$17,247,143ProgramServicesAmt
Management And General$2,339,643ManagementAndGeneralAmt
Fundraising$383,704FundraisingAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$371,264TotalAmt
Program Services$212,977ProgramServicesAmt
Management And General$158,287ManagementAndGeneralAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$499,405TotalAmt
Program Services$31,439ProgramServicesAmt
Management And General$467,966ManagementAndGeneralAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

FieldValueIRS element (for citing)
Total$5,606,290TotalAmt
Management And General$5,606,290ManagementAndGeneralAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$33,299,136TotalAmt
Program Services$29,583,664ProgramServicesAmt
Management And General$2,387,383ManagementAndGeneralAmt
Fundraising$1,328,089FundraisingAmt

Advertising AdvertisingGrp

FieldValueIRS element (for citing)
Total$5,841,274TotalAmt
Program Services$2,833,289ProgramServicesAmt
Management And General$2,347,919ManagementAndGeneralAmt
Fundraising$660,066FundraisingAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$27,478,588TotalAmt
Program Services$25,476,575ProgramServicesAmt
Management And General$1,270,713ManagementAndGeneralAmt
Fundraising$731,300FundraisingAmt

Information Technology InformationTechnologyGrp

FieldValueIRS element (for citing)
Total$13,027,644TotalAmt
Program Services$4,945,038ProgramServicesAmt
Management And General$7,935,678ManagementAndGeneralAmt
Fundraising$146,928FundraisingAmt

Royalties RoyaltiesGrp

FieldValueIRS element (for citing)
Total$15,301TotalAmt
Program Services$15,301ProgramServicesAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$25,649,552TotalAmt
Program Services$19,773,091ProgramServicesAmt
Management And General$5,369,654ManagementAndGeneralAmt
Fundraising$506,807FundraisingAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$3,361,164TotalAmt
Program Services$3,288,590ProgramServicesAmt
Management And General$18,726ManagementAndGeneralAmt
Fundraising$53,848FundraisingAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$4,129,614TotalAmt
Program Services$3,787,902ProgramServicesAmt
Management And General$140,485ManagementAndGeneralAmt
Fundraising$201,227FundraisingAmt

Interest InterestGrp

FieldValueIRS element (for citing)
Total$11,181,622TotalAmt
Program Services$9,450,607ProgramServicesAmt
Management And General$1,428,835ManagementAndGeneralAmt
Fundraising$302,180FundraisingAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$55,897,516TotalAmt
Program Services$48,280,426ProgramServicesAmt
Management And General$6,536,142ManagementAndGeneralAmt
Fundraising$1,080,948FundraisingAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$4,129,063TotalAmt
Program Services$3,336,467ProgramServicesAmt
Management And General$718,341ManagementAndGeneralAmt
Fundraising$74,255FundraisingAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDescTotalTotalAmtProgram ServicesProgramServicesAmtManagement And GeneralManagementAndGeneralAmtFundraisingFundraisingAmt
HEERF STUDENT AID$19,824,961$19,824,961
COVID-19 RELATED EXP$1,221,022$600,230$620,792
AUXILIARY$15,841,445$15,835,925$2,764$2,756
INSTITUTIONAL SUPPORT$4,911,939$3,943,970$188,940$779,029

All Other Expenses AllOtherExpensesGrp

FieldValueIRS element (for citing)
Total$15,810,744TotalAmt
Program Services$14,951,643ProgramServicesAmt
Management And General$827,357ManagementAndGeneralAmt
Fundraising$31,744FundraisingAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$889,757,958TotalAmt
Program Services$793,321,364ProgramServicesAmt
Management And General$81,167,006ManagementAndGeneralAmt
Fundraising$15,269,588FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$10,069,305BOYAmt
EOY$10,065,052EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$96,128,719BOYAmt
EOY$70,872,424EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

FieldValueIRS element (for citing)
BOY$25,753,903BOYAmt
EOY$70,172,660EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$13,887,053BOYAmt
EOY$9,480,954EOYAmt

Receivables From Officers Etc ReceivablesFromOfficersEtcGrp

FieldValueIRS element (for citing)
BOY$81,020BOYAmt
EOY$40,510EOYAmt

Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp

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

Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp

FieldValueIRS element (for citing)
BOY$11,920,176BOYAmt
EOY$9,714,581EOYAmt

Inventories For Sale Or Use InventoriesForSaleOrUseGrp

FieldValueIRS element (for citing)
BOY$15,514BOYAmt
EOY$15,449EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$7,767,172BOYAmt
EOY$8,933,873EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$1,904,433,921LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$884,609,299LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$1,057,477,080BOYAmt
EOY$1,019,824,622EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$644,864,925BOYAmt
EOY$565,880,899EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

FieldValueIRS element (for citing)
BOY$634,613,835BOYAmt
EOY$638,516,806EOYAmt

Investments Program Related InvestmentsProgramRelatedGrp

FieldValueIRS element (for citing)
BOY$1,301,301BOYAmt
EOY$1,191,236EOYAmt

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
BOY$20,032,576BOYAmt
EOY$17,600,931EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$2,523,912,579BOYAmt
EOY$2,422,309,997EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$60,407,476BOYAmt
EOY$59,931,261EOYAmt

Deferred Revenue DeferredRevenueGrp

FieldValueIRS element (for citing)
BOY$43,021,489BOYAmt
EOY$42,288,856EOYAmt

Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$83,359,074BOYAmt
EOY$80,121,762EOYAmt

Escrow Account Liability EscrowAccountLiabilityGrp

FieldValueIRS element (for citing)
BOY$1,819,529BOYAmt
EOY$1,796,221EOYAmt

Loans From Officers Directors LoansFromOfficersDirectorsGrp

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

Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp

FieldValueIRS element (for citing)
BOY$8,015,199BOYAmt
EOY$6,247,062EOYAmt

Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp

FieldValueIRS element (for citing)
BOY$265,421,521BOYAmt
EOY$194,704,554EOYAmt

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$67,530,115BOYAmt
EOY$54,026,503EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$529,574,403BOYAmt
EOY$439,116,219EOYAmt

No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$1,452,211,213BOYAmt
EOY$1,422,488,029EOYAmt

Donor Restriction Net Assets DonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$542,126,963BOYAmt
EOY$560,705,749EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$1,994,338,176BOYAmt
EOY$1,983,193,778EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$2,523,912,579BOYAmt
EOY$2,422,309,997EOYAmt
FieldValueIRS element (for citing)
Info In Schedule O Part XIYes (X)InfoInScheduleOPartXIInd
Reconcilation Revenue Expnss$179,603,942ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst-$189,771,019NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets-$977,321OtherChangesInNetAssetsAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or ReviewfalseAccountantCompileOrReviewInd
FS AuditedYes (true)FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

FieldValueIRS element (for citing)
Consolidated Basis Fincl StmtYes (X)ConsolidatedBasisFinclStmtInd
FieldValueIRS element (for citing)
Audit CommitteeYes (true)AuditCommitteeInd
Federal Grant Audit RequiredYes (true)FederalGrantAuditRequiredInd
Federal Grant Audit PerformedYes (true)FederalGrantAuditPerformedInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
SchoolYes (X)SchoolInd

Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$79,243,989CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$77,315,426CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$76,719,719CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$69,634,213CurrentTaxYearMinus1YearAmt
Current Tax Year$161,742,470CurrentTaxYearAmt
Total$464,655,817TotalAmt

Tax Rev Levied Orgnztnl Bnft170 TaxRevLeviedOrgnztnlBnft170Grp

FieldValueIRS element (for citing)
Total$0TotalAmt

Govt Furn Srvc Fclts Vl170 GovtFurnSrvcFcltsVl170Grp

FieldValueIRS element (for citing)
Total$0TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$79,243,989CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$77,315,426CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$76,719,719CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$69,634,213CurrentTaxYearMinus1YearAmt
Current Tax Year$161,742,470CurrentTaxYearAmt
Total$464,655,817TotalAmt
FieldValueIRS element (for citing)
Substantial Contributors Tot$50,636,284SubstantialContributorsTotAmt
Public Support Total170$414,019,533PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$26,927,598CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$30,922,589CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$27,996,133CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$24,394,044CurrentTaxYearMinus1YearAmt
Current Tax Year$25,372,046CurrentTaxYearAmt
Total$135,612,410TotalAmt

Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$553,374CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$301,827CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$0CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$0CurrentTaxYearMinus1YearAmt
Current Tax Year$0CurrentTaxYearAmt
Total$855,201TotalAmt

Other Income170 OtherIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$0CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$0CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$0CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$0CurrentTaxYearMinus1YearAmt
Current Tax Year$52,566CurrentTaxYearAmt
Total$52,566TotalAmt
FieldValueIRS element (for citing)
Total Support$601,175,994TotalSupportAmt
Gross Receipts Rltd Activities$3,670,164,000GrossReceiptsRltdActivitiesAmt
Public Support CY1700.6887PublicSupportCY170Pct
Public Support PY1700.7012PublicSupportPY170Pct
Thirty Thr Pct Suprt Tests CY170Yes (X)ThirtyThrPctSuprtTestsCY170Ind

Form990 Schedule A Part VI Form990ScheduleAPartVIGrp

FieldValueIRS element (for citing)
Form And Line ReferenceSchedule A, Part II, Line 10 Other IncomeFormAndLineReferenceDesc
ExplanationDESCRIPTION - INCOME FROM FUNDRAISING EVENTS, COLUMN A - , COLUMN B - , COLUMN C - , COLUMN D - , COLUMN E - 52566.0, COLUMN F - 52566.0;ExplanationTxt

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
ContributorRESTRICTEDContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor US Address ContributorUSAddress

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

Schedule C IRS990ScheduleC

FieldValueIRS element (for citing)
VolunteersfalseVolunteersInd
Paid Staff Or ManagementYes (true)PaidStaffOrManagementInd
Media AdvertisementsfalseMediaAdvertisementsInd
Mailings MembersfalseMailingsMembersInd
Publications Or BroadcastfalsePublicationsOrBroadcastInd
Grants Other OrganizationsfalseGrantsOtherOrganizationsInd
Direct Contact LegislatorsYes (true)DirectContactLegislatorsInd
Direct Contact Legislators$173,451DirectContactLegislatorsAmt
Rallies DemonstrationsfalseRalliesDemonstrationsInd
Other ActivitiesfalseOtherActivitiesInd
Total Lobbying Expenditures$173,451TotalLobbyingExpendituresAmt
Not Described Section501c3falseNotDescribedSection501c3Ind

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Schedule C, Part II-B, Line 1b PAID STAFF OF MANAGEMENTPHILIP HALE, VICE PRESIDENT FOR GOVERNMENTAL AFFAIRS & CIVIC ENGAGEMENT, 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 LEGISLATORSDURING FISCAL YEAR 2022, 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 COVID-19 STIMULUS RELIEF, FOR CONGRESSIONALLY DIRECTED SPENDING, FOR SUPPORT FOR STUDENT DREAMERS, AND FOR MATTERS RELATED TO STUDENT FINANCIAL AID AT THE FEDERAL, STATE, AND CITY LEVELS.

Schedule D IRS990ScheduleD

FieldValueIRS element (for citing)
Historic StructureYes (X)HistoricStructureInd
Total Easements6TotalEasementsCnt
Historic Structure Easements6HistoricStructureEasementsCnt
Modified Easements0ModifiedEasementsCnt
States Easements Held1StatesEasementsHeldCnt
Written Policy MonitoringfalseWrittenPolicyMonitoringInd
Staff Hours Spent Enforcement0.0StaffHoursSpentEnforcementCnt
Expenses Incurred Enforcement$0ExpensesIncurredEnforcementAmt

Art Public Exhibition Amounts ArtPublicExhibitionAmountsGrp

FieldValueIRS element (for citing)
Assets Included$19,470,040AssetsIncludedAmt
FieldValueIRS element (for citing)
Collection Used Pub ExhibitionYes (X)CollectionUsedPubExhibitionInd
Coll Used Scholarly RsrchYes (X)CollUsedScholarlyRsrchInd
Collection Used PreservationYes (X)CollectionUsedPreservationInd
Coll Used Loan Or Exch ProgYes (X)CollUsedLoanOrExchProgInd

Collection Used Other Purposes CollectionUsedOtherPurposesGrp

FieldValueIRS element (for citing)
Collection Used Other PurposesYes (X)CollectionUsedOtherPurposesInd
Other PurposesSEE PART XIIIOtherPurposesDesc
FieldValueIRS element (for citing)
Solicited Assets SalefalseSolicitedAssetsSaleInd
Agent Trustee EtcfalseAgentTrusteeEtcInd
Incl Escrow Custodial Acct LiabYes (true)InclEscrowCustodialAcctLiabInd
Explanation ProvidedYes (X)ExplanationProvidedInd

CY Endwmt Fund CYEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$928,702,115BeginningYearBalanceAmt
Contributions$60,728,421ContributionsAmt
Investment Earnings Or Losses-$62,868,838InvestmentEarningsOrLossesAmt
Grants Or Scholarships$8,182,553GrantsOrScholarshipsAmt
Other Expenditures$12,792,728OtherExpendituresAmt
Administrative Expenses$5,516,034AdministrativeExpensesAmt
End Year Balance$900,070,383EndYearBalanceAmt

CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$701,356,312BeginningYearBalanceAmt
Contributions$17,039,881ContributionsAmt
Investment Earnings Or Losses$234,617,258InvestmentEarningsOrLossesAmt
Grants Or Scholarships$7,375,289GrantsOrScholarshipsAmt
Other Expenditures$11,415,401OtherExpendituresAmt
Administrative Expenses$5,520,646AdministrativeExpensesAmt
End Year Balance$928,702,115EndYearBalanceAmt

CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$690,327,666BeginningYearBalanceAmt
Contributions$23,598,159ContributionsAmt
Investment Earnings Or Losses$10,467,610InvestmentEarningsOrLossesAmt
Grants Or Scholarships$7,426,074GrantsOrScholarshipsAmt
Other Expenditures$11,810,098OtherExpendituresAmt
Administrative Expenses$3,800,951AdministrativeExpensesAmt
End Year Balance$701,356,312EndYearBalanceAmt

CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$640,302,612BeginningYearBalanceAmt
Contributions$33,956,035ContributionsAmt
Investment Earnings Or Losses$34,065,410InvestmentEarningsOrLossesAmt
Grants Or Scholarships$6,371,061GrantsOrScholarshipsAmt
Other Expenditures$8,909,985OtherExpendituresAmt
Administrative Expenses$2,715,345AdministrativeExpensesAmt
End Year Balance$690,327,666EndYearBalanceAmt

CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$593,449,557BeginningYearBalanceAmt
Contributions$18,647,756ContributionsAmt
Investment Earnings Or Losses$47,169,652InvestmentEarningsOrLossesAmt
Grants Or Scholarships$7,330,146GrantsOrScholarshipsAmt
Other Expenditures$8,456,534OtherExpendituresAmt
Administrative Expenses$3,177,673AdministrativeExpensesAmt
End Year Balance$640,302,612EndYearBalanceAmt
FieldValueIRS element (for citing)
Board Designated Balance EOY0.5164BoardDesignatedBalanceEOYPct
Prmnnt Endowment Balance EOY0.2509PrmnntEndowmentBalanceEOYPct
Term Endowment Balance EOY0.2327TermEndowmentBalanceEOYPct
Endowments Held Unrelated OrgfalseEndowmentsHeldUnrelatedOrgInd
Endowments Held Related OrgfalseEndowmentsHeldRelatedOrgInd

Land LandGrp

FieldValueIRS element (for citing)
Investment Cost Or Other Basis$23,624,843InvestmentCostOrOtherBasisAmt
Other Cost Or Other Basis$134,786,851OtherCostOrOtherBasisAmt
Book Value$158,411,694BookValueAmt

Buildings BuildingsGrp

FieldValueIRS element (for citing)
Investment Cost Or Other Basis$67,261,804InvestmentCostOrOtherBasisAmt
Other Cost Or Other Basis$1,419,325,281OtherCostOrOtherBasisAmt
Depreciation$714,343,879DepreciationAmt
Book Value$772,243,206BookValueAmt

Leasehold Improvements LeaseholdImprovementsGrp

FieldValueIRS element (for citing)
Investment Cost Or Other Basis$714,322InvestmentCostOrOtherBasisAmt
Other Cost Or Other Basis$62,306,434OtherCostOrOtherBasisAmt
Depreciation$47,763,375DepreciationAmt
Book Value$15,257,381BookValueAmt

Equipment EquipmentGrp

FieldValueIRS element (for citing)
Investment Cost Or Other Basis$1,191,284InvestmentCostOrOtherBasisAmt
Other Cost Or Other Basis$160,998,355OtherCostOrOtherBasisAmt
Depreciation$122,502,045DepreciationAmt
Book Value$39,687,594BookValueAmt

Other Land Buildings OtherLandBuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$34,224,747OtherCostOrOtherBasisAmt
Book Value$34,224,747BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$1,019,824,622TotalBookValueLandBuildingsAmt

Other Securities OtherSecuritiesGrp (7 entries)

DescDescBook ValueBookValueAmtMethod ValuationMethodValuationCd
MARKETABLE EQUITY INVESTMENTS$223,008,874F
PRIVATE EQUITY INVESTMENTS$179,219,482F
FIXED INCOME INVESTMENTS
REAL ESTATE$11,924,730F
CASH CLEARING ACCOUNT$2,959,313F
MARKETABLE ALTERNATIVES$197,688,189F
OPPORTUNISTIC CREDIT$23,716,218F
FieldValueIRS element (for citing)
Total Book Value Securities$638,516,806TotalBookValueSecuritiesAmt

Other Liabilities Org OtherLiabilitiesOrgGrp (4 entries)

DescDescAmtAmt
COND. ASSET RETIREMENT OBLIGATION$3,303,304
REFUNDABLE US GOV STUDENT LOAN FUNDS$9,037,763
PENSION AND OTHER POST RETIREMENT$40,394,465
LEASE LIABILITY - OPERATING$1,290,971
FieldValueIRS element (for citing)
Total Liability$54,026,503TotalLiabilityAmt

Supplemental Information Detail SupplementalInformationDetail (4 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Schedule D, Part III, Line 4 DESCRIPTION AND PURPOSE OF ORGANIZATION'S ART COLLECTIONSLOYOLA 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 FUNDSTHE 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 reportingSCHEDULE 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 agreementLOYOLA HOLDS ASSETS FOR VARIOUS STUDENT ORGANIZATIONS, STUDY ABROAD PROGRAMS, AND THIRD-PARTY SCHOLARSHIP AWARDS IN 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.

Schedule E IRS990ScheduleE

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

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Schedule E, Part I, Line 3 RACIALLY NONDISCRIMINATORY POLICYRACIALLY 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 GOVERNMENTFINANCIAL AID OR ASSISTANCE FROM A GOVERNMENT AGENCY 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

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

Account Activities Outside US AccountActivitiesOutsideUSGrp (31 entries)

RegionRegionTxtOfficesOfficesCntEmployeeEmployeeCntType Of Activities ConductedTypeOfActivitiesConductedTxtRegion Total ExpendituresRegionTotalExpendituresAmtSpecific Services ProvidedSpecificServicesProvidedTxt
East Asia and the Pacific00Investments$15,801,175
Europe (Including Iceland and Greenland)00Investments$24,924,363
Central America and the Caribbean00Investments$232,873,912
Central America and the Caribbean00Grantmaking$93,414
Europe (Including Iceland and Greenland)00Grantmaking$824,683
Middle East and North Africa00Grantmaking$87,615
North America (Canada & Mexico only)00Grantmaking$133,119
Russia and Neighboring States00Grantmaking$42,880
South America00Grantmaking$7,238
South Asia00Grantmaking$120,506
Sub-Saharan Africa00Grantmaking$32,400
Europe (Including Iceland and Greenland)135Program Service$7,889,772Study Abroad Campus
East Asia and the Pacific12Program Service$290,417Study Abroad Campus
East Asia and the Pacific01Program Service$200Honorarium
Europe (Including Iceland and Greenland)011Program Service$10,927Honorarium
Middle East and North Africa01Program Service$500Honorarium
North America (Canada & Mexico only)04Program Service$4,150Honorarium
South America02Program Service$2,750Honorarium
South Asia01Program Service$500Honorarium
East Asia and the Pacific00Program Service$6,389Professional Services
Europe (Including Iceland and Greenland)09Program Service$20,232Professional Services
North America (Canada & Mexico only)01Program Service$4,030Professional Services
South Asia01Program Service$2,025Professional Services
Sub-Saharan Africa00Program Service$4,785Professional Services
Central America and the Caribbean00Program Service$5,000Research
Europe (Including Iceland and Greenland)02Program Service$4,243Research
North America (Canada & Mexico only)03Program Service$5,796Research
South America00Program Service$20,435Study Abroad
Europe (Including Iceland and Greenland)00Program Service$938Conference Travel
Sub-Saharan Africa00Program Service$2,205Conference Travel
Central America and the Caribbean00Program Service$33,779Athletic's Basketball tournament
FieldValueIRS element (for citing)
Subtotal Offices2SubtotalOfficesCnt
Subtotal Employees50SubtotalEmployeesCnt
Continuation Total Office0ContinuationTotalOfficeCnt
Continuation Total Employee23ContinuationTotalEmployeeCnt
Total Office2TotalOfficeCnt
Total Employee73TotalEmployeeCnt
Subtotal Spent$283,133,121SubtotalSpentAmt
Continuation Spent$117,257ContinuationSpentAmt
Total Spent$283,250,378TotalSpentAmt

Grants To Org Outside US GrantsToOrgOutsideUSGrp (8 entries)

RegionRegionTxtPurpose Of GrantPurposeOfGrantTxtCash GrantCashGrantAmtManner Of Cash DisbursementMannerOfCashDisbursementTxt
Sub-Saharan AfricaEpidemiologic Transition$32,400Wire transfer
Middle East and North AfricaAnthrax Research$87,615Wire transfer
Europe (Including Iceland and Greenland)Epidemiologic Transition$47,623Wire transfer
Russia and Neighboring StatesBioethics research$34,380Wire transfer
North America (Canada & Mexico only)Dimerization and Micropeptides$133,119Wire transfer
Europe (Including Iceland and Greenland)Capsule Biosynthesis$97,898Wire transfer
Central America and the CaribbeanEpidemiologic Transition$93,414Wire transfer
South AsiaAnthrax Research$120,506Wire transfer
FieldValueIRS element (for citing)
Total501c3 Org8Total501c3OrgCnt
Total Other Org0TotalOtherOrgCnt

Foreign Individuals Grants ForeignIndividualsGrantsGrp (4 entries)

Type Of AssistanceTypeOfAssistanceTxtRegionRegionTxtRecipientRecipientCntCash GrantCashGrantAmtManner Of Cash DisbursementMannerOfCashDisbursementTxt
ScholarshipsEurope (Including Iceland and Greenland)22$677,162Wire Transfer
ScholarshipsSouth America1$7,238Wire Transfer
FellowshipsEurope (Including Iceland and Greenland)2$2,000Wire Transfer
FellowshipsRussia and Neighboring States3$8,500Wire Transfer
FieldValueIRS element (for citing)
Transfer To Foreign CorpYes (true)TransferToForeignCorpInd
Interest In Foreign TrustfalseInterestInForeignTrustInd
Foreign Corp OwnershipYes (true)ForeignCorpOwnershipInd
Passive Foreign Investmest CoYes (true)PassiveForeignInvestmestCoInd
Foreign PartnershipYes (true)ForeignPartnershipInd
Boycott CountriesfalseBoycottCountriesInd

Supplemental Information Detail SupplementalInformationDetail (4 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Schedule F, Part I, Line 2 Procedures for monitoring use of grant fundsORGANIZATIONS 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 statementsCENTRAL 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 statementsCENTRAL AMERICA AND THE CARIBBEAN-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 ASIA-Cash; SUB-SAHARAN AFRICA-Cash
Schedule F, Part III Method used to account for expenditures on org's financial statementsEUROPE (INCLUDING ICELAND AND GREENLAND) -Cash RUSSIA AND NEIGHBORING STATES -Cash SOUTH AMERICA -Cash

Schedule G IRS990ScheduleG

Fundraising Event Information FundraisingEventInformationGrp

FieldValueIRS element (for citing)
Event1Athletics Golf OutingEvent1Nm
Gross Receipts Event1$95,003GrossReceiptsEvent1Amt
Charitable Contri Event1$42,437CharitableContriEvent1Amt
Gross Revenue Event1$52,566GrossRevenueEvent1Amt
Rent Facility Costs Event1$21,000RentFacilityCostsEvent1Amt
Food And Beverage Event1$16,471FoodAndBeverageEvent1Amt
Entertainment Event1$850EntertainmentEvent1Amt
Other Direct Expenses Event1$8,675OtherDirectExpensesEvent1Amt
Gross Revenue Event2$0GrossRevenueEvent2Amt
Gross Revenue Other Events$0GrossRevenueOtherEventsAmt
Gross Receipts Total$95,003GrossReceiptsTotalAmt
Charitable Contributions Tot$42,437CharitableContributionsTotAmt
Gross Revenue Total Events$52,566GrossRevenueTotalEventsAmt
Rent Fclty Costs Total Events$21,000RentFcltyCostsTotalEventsAmt
Food And Beverage Total Events$16,471FoodAndBeverageTotalEventsAmt
Entertainment Total Events$850EntertainmentTotalEventsAmt
Oth Direct Expnss Total Events$8,675OthDirectExpnssTotalEventsAmt
Direct Expense Summary Events$46,996DirectExpenseSummaryEventsAmt
Net Income Summary$5,570NetIncomeSummaryAmt

Schedule I IRS990ScheduleI

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

Recipient Table RecipientTable (41 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdRecipient EINRecipientEINIRC SectionIRCSectionDescCash GrantCashGrantAmtPurpose Of GrantPurposeOfGrantTxtAddress Line2USAddress/AddressLine2Txt
AMERICAN LUNG ASSOCIATION
55 W WackerChicagoIL60601131632524501(c)(3)$10,000Sponsorship
ARGONNE NATIONAL LAB
PO Box 87916Carol StreamIL60188680628477170(C)(1)$33,460Anthrax Research
BAYLOR COLLEGE OF MEDICINE
One Baylor PlazaHoustonTX77030741613878501(c)(3)$8,745Breast Cancer Prevention
BOISE STATE UNIVERSITY
1910 University DriveBoiseID83725820290701501(c)(3)$69,555Frogbit Research
BOSTON UNIVERSITY
PO BOX 28763New YorkNY10087042103547501(c)(3)$93,987SARS-CoV-2 Research
BY THE HAND CLUB FOR KIDS
415 N LaramieChicagoIL60644203144284501(c)(3)$5,331Minority Prevention Program
CARDNO INC
PO BOX 123422DallasTX75312452663666OTHER$39,130Copperbelly Water Snakes Study
CENTER FOR CURRICULUM ANALYSIS
2 Parklawn PlaceMadisonWI53705831519389Other$86,908Middle School Professional Learning
CENTRO ROMERO
6216 N Clark StChicagoIL60660363517408501(c)(3)$21,718Minority Prevention Program
CINCINNATI CHILDREN'S HOSPITAL
3333 Burnet AvenueCincinnatiOH45229310833936501(c)(3)$11,680Spina Bifida Research
COLUMBIA UNIVERSITY
PO Box 29789New YorkNY10087135598093501(c)(3)$45,714GALT Research
EMORY UNIVERSITY
1462 Clifton RdAtlantaGA30322580566256501(c)(3)$12,751Parkinson's Disease Research
HOLY NAME CATHEDRAL
730 Wabash AveChicagoIL60611362171697501(c)(3)$7,500Sponsorship Donation
INSTITUTE OF THE NATIONAL NETWORK FOR SOCIAL WORK MANAGERS
905 E 8th StLos AngelesCA90021364799531501(c)(3)$12,500Sponsorship Donation
LAKE FOREST COLLEGE
555 N SheridanLake ForestIL60045362167770501(c)(3)$16,341High Oxygen Study
LEADERSHIP ROUNDTABLE
415 Michigan Ave NE Suite 275WashingtonDC20017542174467501(c)(3)$10,000Sponsorship
LOS ALAMOS NATIONAL LABORATORY
PO Box 1663 Mall Stop P245Los AlamosNM87545203104541170(c)(1)$56,784Molecular Virology Research
MEDICAL COLLEGE OF WISCONSIN
8701 Watertown Plank RdMilwaukeeWI53226390806261501(c)(3)$70,244Advancing prosecutorial fairness
NORTHEASTERN UNIVERSITY
360 Huntington AveBostonMA02115041679980501(c)(3)$7,704Alzheimer's ResearchMAIL STOP 540-177 HU
NORTHWESTERN UNIVERSITY
750 N Lake Shore DriveChicagoIL60611362167817501(c)(3)$5,086Urinary Research7th Floor Rubloff
OLD DOMINION UNIVERSITY RESEARCH FOUNDATION
PO Box 6369NorfolkVA23508546068198501(c)(3)$20,141Nursing Education
PRINCETON UNIVERSITY
701 Carnegie CtrPrincetonNJ08540210634501501(c)(3)$157,936Hepatitis D Research
REGENTS OF THE UNIVERSITY OF CALIFORNIA
120 Theory Suite 200IrvineCA92697943067788170(c)(1)$11,419Glyoxal Toxicity Research
REGENTS OF THE UNIVERSITY OF CALIFORNIA SAN DIEGO
9500 Gilman Dr MC 0009La JollaCA92093956006144170(c)(1)$333,062Urinary Research
ROGERS PARK BUSINESS ALLIANCE
1448 W Morse AveChicagoIL60626363357551501(c)(3)$25,250Sponsorship
ROOSEVELT UNIVERSITY
1400 N Roosevelt BlvdSchaumbergIL60173362167854501(c)(3)$9,427Early Engineering Learning
THE JFA INSTITUTE
720 Kearney StreetDenverCO80220383680643501(c)(3)$15,171Prison Utilization Design
TRUSTEES OF THE UNIVERSITY OF PENNSYLVANIA
3400 Chestnut StreetPhiladelphiaPA19104231352685501(c)(3)$10,236GALT Research
UNIV OF TEXAS AT ARLINGTON
PO BOX 19136ArlingtonTX76019756000121170(c)(1)$8,328Historical Radiation Study
UNIV OF WISCONSIN - OSHKOSH
800 Algoma BlvdOshkoshWI54901391805963170(c)(1)$7,779Manoomin Research
UNIVERSITY OF CALIFORNIA SAN FRANCISCO
PO BOX 748872Los AngelesCA90074946036493170(c)(1)$17,656Parkinson's Disease Research
UNIVERSITY OF CHICAGO
6054 South Drexel Ave Suite 300ChicagoIL60637362177139501(c)(3)$367,322Hepatitis C Research
UNIVERSITY OF ILLINOIS
28395 Network PlChicagoIL60673376000511170(c)(1)$605,883Hepatitis C Research
UNIVERSITY OF KENTUCKY RESEARCH FOUNDATION
c/o PNC Bank PO Box 931113ClevelandOH44193616033693170(c)(1)$25,862Alzheimer's Research
UNIVERSITY OF MINNESOTA
505 Essex StreetMinneapolisMN55455416007513170(c)(1)$123,411SERCA Regulation Study
UNIVERSITY OF MISSOURI
PO BOX 808008Kansas CityMO64180237069620170(c)(1)$113,037Plea Bargaining Study
UNIVERSITY OF TENNESSEE
910 Madison Avenue Suite 823MemphisTN38163626001636170(c)(1)$8,825Parkinson's Disease Research
UNIVERSITY OF WISCONSIN - MADISON
975 Bascom MallMadisonWI53706396006492170(c)(1)$48,878SARS-CoV-2 Research
VANDERBILT UNIVERSITY
1207 17th Ave South Suite 105NashvilleTN37212620476822501(c)(3)$19,769Relt Syndrome Research
VANDERBILT UNIVERSITY MEDICAL CENTER
1161 21st Ave South D-3300NashvilleTN37232352528741501(c)(3)$8,190Relt Syndrome ResearchMedical Center North
VARIAN MEDICAL SYSTEMS INC
3120 Hansen WayPalo AltoCA94304942359345Other$12,183Lung Tumors Study
FieldValueIRS element (for citing)
Total501c3 Org38Total501c3OrgCnt
Total Other Org3TotalOtherOrgCnt

Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp (2 entries)

Grant TypeGrantTypeTxtRecipientRecipientCntCash GrantCashGrantAmt
Fellowships421$2,223,176
Scholarships14226$275,327,545

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferenceSchedule I, Part I, Line 2 Procedures for monitoring use of grant funds.FormAndLineReferenceDesc
ExplanationALL 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.ExplanationTxt

Schedule J IRS990ScheduleJ

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

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (28 entries)

TitleTitleTxtBase Compensation Filing OrgBaseCompensationFilingOrgAmtCompensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmtBonus Filing OrganizationBonusFilingOrganizationAmountBonus Related OrganizationsBonusRelatedOrganizationsAmtOther Compensation Filing OrgOtherCompensationFilingOrgAmtOther Compensation Rltd OrgsOtherCompensationRltdOrgsAmtDeferred Compensation Flng OrgDeferredCompensationFlngOrgAmtDeferred Comp Rltd OrgsDeferredCompRltdOrgsAmtNontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmtNontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmtTotal Compensation Filing OrgTotalCompensationFilingOrgAmtTotal Compensation Rltd OrgsTotalCompensationRltdOrgsAmtComp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmtComp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt
JO ANN ROONEY
PRESIDENT$791,728$0$0$0$126,620$0$20,575$0$24,319$0$963,242$0$0$0
MARGARET FAUT CALLAHAN
PROVOST, CHIEF ACADEMIC OFFICER (EFF. 7/2021)$526,007$0$0$0$5,191$0$23,508$0$23,490$0$578,196$0$0$0
WAYNE MAGDZIARZ
SR VP & CFO/CBO$464,208$0$0$0$4,759$0$20,698$0$10,241$0$499,906$0$0$0
KAREN PACIERO
VP OF ADVANCEMENT$401,241$0$0$0$2,242$0$23,481$0$31,632$0$458,596$0$0$0
THOMAS M KELLY
SR VP ADMIN. SERVICES$389,582$0$0$0$3,322$0$23,610$0$33,520$0$450,034$0$0$0
PAMELA G COSTAS
VP GENERAL COUNSEL & SECRETARY$365,140$0$0$0$3,317$0$24,086$0$11,693$0$404,236$0$0$0
SUSAN M MALISCH
VP & CHIEF INFORMATION OFFICER$355,745$0$0$0$3,308$0$22,877$0$13,806$0$395,736$0$0$0
PAUL G ROBERTS
VP FOR ENROLL. MGMT. & ST. SUCCESS$352,604$0$0$0$3,303$0$23,549$0$12,977$0$392,433$0$0$0
JEREMY W LANGFORD
VP MARKETING & COMMUNICATIONS$320,014$0$0$0$2,250$0$23,562$0$1,204$0$347,030$0$0$0
WINIFRED WILLIAMS
VP & CHIEF HR OFFICER$295,302$0$0$0$3,985$0$22,922$0$11,100$0$333,309$0$0$0
JANE NEUFELD
VP STUDENT DEVELOPMENT (TERM ENDED 12/2021)$258,627$0$0$0$2,716$0$16,338$0$13,674$0$291,355$0$0$0
PHILIP D HALE
VP FOR CIVIC ENGAGEMENT$231,259$0$0$0$3,404$0$16,524$0$23,841$0$275,028$0$0$0
SUSAN BODIN
TREASURER$198,372$0$0$0$3,091$0$16,973$0$23,428$0$241,864$0$0$0
JANET W SISLER
VP MISSION INTEGRATION (TERM ENDED 12/2021)$187,532$0$20,000$0$2,955$0$11,744$0$10,569$0$232,800$0$0$0
JOHN M SCHIETINGER
ASSISTANT SECRETARY$172,346$0$0$0$1,264$0$14,616$0$19,294$0$207,520$0$0$0
SAM MARZO
DEAN, STRITCH SCHOOL OF MEDICINE$691,753$0$0$0$3,342$0$23,276$0$33,821$0$752,192$0$0$0
KATHARINE WYATT
CHIEF INVESTMENT OFFICER$346,065$0$75,000$0$1,540$0$23,882$0$32,706$0$479,193$0$0$0
LORNA FINNEGAN
DEAN, SCHOOL OF NURSING$298,661$0$0$0$5,544$0$23,425$0$23,448$0$351,078$0$0$0
PETER SCHRAEDER
DEAN, COLLEGE OF ARTS & SCIENCES$266,227$0$0$0$3,938$0$22,494$0$33,295$0$325,954$0$0$0
MACIEK NOWAK
INTERIM DEAN, QUINLAN SCHOOL OF BUS$239,122$0$0$0$1,586$0$21,412$0$11,979$0$274,099$0$0$0
ERIN MORIARTY
DEAN, UNDERGRAD ADMIS.$73,857$0$0$0$509,661$0$5,424$0$5,361$0$594,303$0$0$0
CARLTON VALENTINE
HEAD COACH MEN'S BASKETBALL$394,384$0$67,500$0$8,116$0$27,750$0$35,341$0$533,091$0$0$0
MEHARVAN SINGH
VICE PROVOST FOR RESEARCH$388,361$0$0$0$2,242$0$25,686$0$29,240$0$445,529$0$0$0
MICHAEL NISHIMURA
PROFESSOR, SURGERY$314,248$0$71,736$0$4,469$0$26,289$0$23,488$0$440,230$0$0$0
MARIJO LETIZIA
PROFESSOR, NURSING$98,890$0$0$0$301,809$0$5,436$0$9,745$0$415,880$0$0$0
KEVIN STEVENS
FORMER KEY EMPLOYEE$292,536$0$0$0$4,460$0$22,662$0$1,921$0$321,579$0$0$0
NORBERTO GRZYWACZ
FORMER OFFICER$605,916$0$0$0$4,564$0$24,508$0$23,971$0$658,959$0$0$0
MICHAEL J KAUFMAN
FORMER OFFICER$307,860$0$0$0$18,322$0$17,653$0$11,701$0$355,536$0$0$0

Supplemental Information Detail SupplementalInformationDetail (6 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Schedule J, Part I, Line 1a First-class or charter travelCHARTER 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 useTWO OFFICERS WERE PROVIDED A HOUSING ALLOWANCE IN CALENDAR YEAR 2021. THE HOUSING ALLOWANCE WAS CONSIDERED TAXABLE COMPENSATION TO THE EMPLOYEES.
Schedule J, Part I, Line 1a Health or social club dues or initiation feesTWO OFFICERS WERE EXTENDED A MEMBERSHIP IN AN ORGANIZATION THAT IS FOR THE PURPOSES OF UNIVERSITY BUSINESS AND IS NOT TREATED AS TAXABLE COMPENSATION.
Schedule J, Part I, Line 4a Severance or change-of-control paymentMARIJO LETIZIA RECEIVED A SEVERANCE PAYMENT IN THE AMOUNT OF $301,085 DURING CALENDAR YEAR 2021. ERIN MORIARTY RECEIVED A SEPARATION PAYMENT IN THE AMOUNT OF $495,000 DURING CALENDAR YEAR 2021.
Schedule J, Part I, Line 4b Supplemental nonqualified retirement planTHE PRESIDENT, PROVOST, SENIOR VICE PRESIDENTS, VICE PRESIDENTS AND DEANS ARE ELIGIBLE TO PARTICIPATE IN A 457(B) NONQUALIFIED RETIREMENT PLAN. EIGHT OFFICERS, ONE KEY EMPLOYEE, ONE FORMER KEY EMPLOYEE, AND ONE HIGHEST COMPENSATED EMPLOYEE CONTRIBUTED TO THE PLAN IN CALENDAR YEAR 2021. THERE WERE NO DISTRIBUTIONS FROM THE PLAN IN CALENDAR YEAR 2021.
Schedule J, Part I, Line 7 Non-fixed paymentsNO ONE LISTED IN PART VII, SECTION A, LINE 1A RECEIVED NON-FIXED PAYMENTS DURING CALENDAR YEAR 2021. ONE PERSON RECEIVED A DISCRETIONARY BONUS FOR ADDITIONAL DUTIES, TWO PERSONS RECEIVED A PERFORMANCE BONUS, AND ONE PERSON RECEIVED AN INCENTIVE PAYMENT.

Schedule K IRS990ScheduleK

Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp

FieldValueIRS element (for citing)
Bond ReferenceABondReferenceCd

Issuer Name IssuerName

FieldValueIRS element (for citing)
Business Name Line1ILLINOIS FINANCE AUTHORITYBusinessNameLine1Txt
FieldValueIRS element (for citing)
Bond Issuer EIN861091967BondIssuerEIN
CUSIP45203HHM7CUSIPNum
Bond Issued2012-05-31BondIssuedDt
Issue Price$104,526,524IssuePriceAmt
PurposeREFUND & NEW CONST, SEE PART VIPurposeDesc
DefeasedfalseDefeasedInd
On Behalf Of IssuerfalseOnBehalfOfIssuerInd
Pool FinancingfalsePoolFinancingInd

Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp

FieldValueIRS element (for citing)
Bond ReferenceABondReferenceCd
Retired$15,600,000RetiredAmt
Total Proceeds$104,575,017TotalProceedsAmt
Issuance Costs From Proceeds$391,389IssuanceCostsFromProceedsAmt
Capital Expenditures$60,492,499CapitalExpendituresAmt
Other Spent Proceeds$43,691,129OtherSpentProceedsAmt
Substantial Completion2013SubstantialCompletionYr
Refunding Tax Exempt BondsfalseRefundingTaxExemptBondsInd
Refunding Taxable BondsYes (true)RefundingTaxableBondsInd
Final Allocation MadeYes (true)FinalAllocationMadeInd
Adequate Books And Rec MaintYes (true)AdequateBooksAndRecMaintInd

Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp

FieldValueIRS element (for citing)
Bond ReferenceABondReferenceCd
Owning Bond Financed PropertyfalseOwningBondFinancedPropertyInd
Any Lease ArrangementsfalseAnyLeaseArrangementsInd
Mgmt Contract Bond Fincd PropYes (true)MgmtContractBondFincdPropInd
Engage Bond Counsel ContractsYes (true)EngageBondCounselContractsInd
Any Research AgreementsfalseAnyResearchAgreementsInd
Total Private Business Use0.0TotalPrivateBusinessUsePct
Bond Iss Meet Prvt Sec Pymt TestfalseBondIssMeetPrvtSecPymtTestInd
Change In Use Bond Financed PropfalseChangeInUseBondFinancedPropInd
Procs Nonqualified Bond RemdtdYes (true)ProcsNonqualifiedBondRemdtdInd

Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp

FieldValueIRS element (for citing)
Bond ReferenceABondReferenceCd
Form8038 T FiledfalseForm8038TFiledInd
Rebate Not Due YetfalseRebateNotDueYetInd
Exception To RebateYes (true)ExceptionToRebateInd
No Rebate DuefalseNoRebateDueInd
Variable Rate IssuefalseVariableRateIssueInd
Hedge Identified In Bks And RecfalseHedgeIdentifiedInBksAndRecInd
Gross Proceeds Invested In GICfalseGrossProceedsInvestedInGICInd
Gross Proceeds InvestedfalseGrossProceedsInvestedInd
Written Proc To Monitor ReqsYes (true)WrittenProcToMonitorReqsInd

Procedures Corrective Action ProceduresCorrectiveActionGrp

FieldValueIRS element (for citing)
Bond ReferenceABondReferenceCd
Procedures Corrective ActionYes (true)ProceduresCorrectiveActionInd

Supplemental Information Detail SupplementalInformationDetail (6 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Schedule K, Part I, Column (f) ROW ATHE 2012B BONDS REFUNDED THE 2003A BONDS ISSUED 7/16/2003 AND THE 2004A BONDS ISSUED 12/2/2004, AND THE REMAINING PROCEEDS FINANCED THE CONSTRUCTION AND EQUIPPING OF VARIOUS EDUCATIONAL FACILITIES.
Schedule K, Part II, Line 3 COLUMN ATHE TOTAL AMOUNT OF $104,575,017 INCLUDES THE ORIGINAL ISSUE PRICE OF $104,526,524 AND $48,493 OF INVESTMENT EARNINGS.
Schedule K, Part III, Line 3b COLUMN ATHE UNIVERSITY HAS A CONTRACT POLICY THAT REQUIRES REVIEW OF CERTAIN CONTRACTS BY THE UNIVERSITY'S FINANCE AND LEGAL DEPARTMENTS. MANAGEMENT AND SERVICE CONTRACTS RELEVANT TO THE BOND-FINANCED FACILITIES ENTERED INTO PURSUANT TO THE POLICY HAVE BEEN REVIEWED BY OUTSIDE COUNSEL AND DETERMINED TO HAVE MET THE SAFE HARBOR UNDER REV PROC 97-13 & 2017-13.
Schedule K, Part III, Line 3c COLUMN AALTHOUGH CERTAIN RESEARCH CONTRACTS "MAY" GIVE RISE TO PRIVATE USE, ALL RESEARCH FACILITIES IN THE PARTIALLY BOND-FINANCED BUILDINGS WERE FUNDED WITH EQUITY AT THE TIME OF THE BOND ISSUANCE.
Schedule K, Part III, Line 4 LINES 4-6, COLUMN AANTICIPATED PRIVATE USE WAS CARVED OUT OF THE BOND FINANCING AND FUNDED WITH EQUITY AT THE TIME OF THE DEBT ISSUANCE.
Schedule K, Part VI FINAL FORM 990, SCHEDULE K FOR TAX YEAR 2021The Illinois Finance Authority bond was fully redeemed in July 2022.

Schedule L IRS990ScheduleL

Loans Btwn Org Interested Prsn LoansBtwnOrgInterestedPrsnGrp

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1Jo Ann RooneyBusinessNameLine1Txt
FieldValueIRS element (for citing)
Relationship With OrgPresidentRelationshipWithOrgTxt
Loan PurposePurchase ResidenceLoanPurposeTxt
Loan From OrganizationYes (X)LoanFromOrganizationInd
Original Principal$200,000OriginalPrincipalAmt
Balance Due$40,510BalanceDueAmt
DefaultfalseDefaultInd
Board Or Committee ApprovalYes (true)BoardOrCommitteeApprovalInd
Written AgreementYes (true)WrittenAgreementInd
FieldValueIRS element (for citing)
Total Balance Due$40,510TotalBalanceDueAmt

Grnt Asst Bnft Interested Prsn GrntAsstBnftInterestedPrsnGrp

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1NABusinessNameLine1Txt
FieldValueIRS element (for citing)
Relationship With OrgN/ARelationshipWithOrgTxt
Cash Grant$20,885CashGrantAmt
Type Of AssistanceStaff dependent tuition benefitTypeOfAssistanceTxt
Assistance PurposeTuitionAssistancePurposeTxt

Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp

Name Of Interested NameOfInterested

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1Collier ElizabethBusinessNameLine1Txt
FieldValueIRS element (for citing)
Relationship DescriptionSpouse of Jeremy Langford (Officer)RelationshipDescriptionTxt
Transaction$12,500TransactionAmt
TransactionEMPLOYMENTTransactionDesc
Sharing Of RevenuesfalseSharingOfRevenuesInd

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferenceSchedule L, Part IV BUSINESS TRANSACTIONS WITH INTERESTED PERSONSFormAndLineReferenceDesc
ExplanationELIZABETH COLLIER, WIFE OF JEREMY LANGFORD, OFFICER, IS EMPLOYED BY THE REPORTING ORGANIZATION. MR. LANGFORD HAS NO DIRECT CONTROL OVER HER COMPENSATION.ExplanationTxt

Schedule M IRS990ScheduleM

Works Of Art WorksOfArtGrp

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
Contribution6ContributionCnt
Noncash Contributions Rpt F990$2,250NoncashContributionsRptF990Amt
Method Of Determining RevenuesOther - cost/selling priceMethodOfDeterminingRevenuesTxt

Securities Publicly Traded SecuritiesPubliclyTradedGrp

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
Contribution50ContributionCnt
Noncash Contributions Rpt F990$1,728,019NoncashContributionsRptF990Amt
Method Of Determining RevenuesOther - cost/selling priceMethodOfDeterminingRevenuesTxt

Collectibles CollectiblesGrp

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
Contribution861ContributionCnt
Noncash Contributions Rpt F990$22,006NoncashContributionsRptF990Amt
Method Of Determining RevenuesOther - cost/selling priceMethodOfDeterminingRevenuesTxt

Food Inventory FoodInventoryGrp

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
Contribution392ContributionCnt
Noncash Contributions Rpt F990$9,170NoncashContributionsRptF990Amt
Method Of Determining RevenuesOther - cost/selling priceMethodOfDeterminingRevenuesTxt

Other Non Cash Contri Table OtherNonCashContriTableGrp (4 entries)

Non Cash CheckboxNonCashCheckboxIndDescDescContributionContributionCntNoncash Contributions Rpt F990NoncashContributionsRptF990AmtMethod Of Determining RevenuesMethodOfDeterminingRevenuesTxt
Yes (X)Archives17$2,194Other - cost/selling price
Yes (X)Biodiesel fuel gallons1300Other - cost/selling price
Yes (X)Computer equipment1Other - cost/selling price
Yes (X)Miscellaneous Items1$2,326Other - cost/selling price
FieldValueIRS element (for citing)
Form8283 Received0Form8283ReceivedCnt
Any Property That Must Be HeldfalseAnyPropertyThatMustBeHeldInd
Review Process Unusual NC GiftsYes (true)ReviewProcessUnusualNCGiftsInd
Third Parties UsedYes (true)ThirdPartiesUsedInd

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Schedule M, Part I PART I, COLUMN BITEMS 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 contributionsTHE UNIVERSITY MAINTAINS BROKERAGE RELATIONSHIPS TO FACILITATE THE PROCESSING AND SELLING OF SECURITIES RECEIVED FROM DONORS.

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (11 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Form 990, Part VI, Line 15 a & b - PROCESS FOR DETERMINING COMPENSATIONEXECUTIVE COMPENSATION HAS BEEN DOCUMENTED AND DISCUSSED AT LEAST ANNUALLY AT A COMPENSATION SUB-COMMITTEE OF THE EXECUTIVE COMMITTEE OF THE BOARD OF TRUSTEES. THE HUMAN RESOURCES DEPARTMENT OF THE UNIVERSITY PREPARES COMPARATIVE AND HISTORICAL INFORMATION FOR THE SUB-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 SUB-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 SUB-COMMITTEE MEETINGS, RETAINS A COPY OF REPORTS IN ITS FILES, AND PROCESSES ANY AND ALL CHANGES.
Form 990, Part VI, Line 2 Family/business relationships amongst interested personsJO ANN ROONEY, PRESIDENT, AND GREG O'MEARA, TRUSTEE, SIT ON THE BOARD OF AN UNRELATED ORGANIZATION; THEREFORE THEY HAVE A - Business relationship
Form 990, Part VI, Line 11b Review of form 990 by governing bodyTHE 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. IT IS THEN REVIEWED BY THE AUDIT COMMITTEE OF THE BOARD OF TRUSTEES. THE FINAL COMPLETE VERSION OF THE FORM 990 IS 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 policyEACH 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 publicTHE 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 EMPLOYEESFATHER JAMES PREHN, S.J., IS A MEMBER OF THE SOCIETY OF JESUS AND HAS TAKEN A VOW OF POVERTY. DURING CALENDAR YEAR 2021, THE UNIVERSITY PAID COMPENSATION AND BENEFITS IN THE AMOUNT OF $309,936 TO THE SOCIETY OF JESUS, THE FOUNDERS OF LOYOLA UNIVERSITY CHICAGO, FOR HIS SERVICES. DURING CALENDAR YEAR 2020 CERTAIN LISTED INDIVIDUALS, INCLUDING OFFICERS, HAD A REDUCTION IN BASE COMPESATION DUE TO THE UNCERTAINTY OF THE PANDEMIC. IN CALENDAR YEAR 2021, THOSE INDIVIDUALS RECEIVED RETROACTIVE COMPENSATION TO ADD BACK THOSE REDUCTIONS. AMOUNTS ARE INCLUDED AS PART OF CALENDAR YEAR 2021 BASE COMPENSATION.
Form 990, Part VIII, Column (c) LINES 11b & 11c - CONFERENCE SERVICE AND FITNESS CENTERBUSINESS 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 RevenueALL OTHER REVENUE - Total Revenue: 240529, Related or Exempt Function Revenue: , Unrelated Business Revenue: 240529, Revenue Excluded from Tax Under Sections 512, 513, or 514: ;
Form 990, Part XI, Line 9 Other changes in net assets or fund balancesExchange Rate Gain/Loss - -4975050; Changes in Post Retirement Benefit - 4125736; LOSS ON PROPERTY DISPOSALS - -128007;
Schedule F, Part I, Line 3(f) DESCRIPTION OF HOW EXPENDITURES ARE REPORTEDWE 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 IN PART IIGRANT 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/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdEINEINPrimary ActivitiesPrimaryActivitiesTxtLegal Domicile StateLegalDomicileStateCdExempt Code SectionExemptCodeSectionTxtPublic Charity StatusPublicCharityStatusTxtBusiness Name Line1DirectControllingEntityName/BusinessNameLine1TxtControlled OrganizationControlledOrganizationInd
MUNDELEIN COLLEGE
820 N MICHIGAN AVECHICAGOIL60611362179799EDUCATIONIL501(c)(3)2LUCYes (true)
KRASA FAMILY TRUST
PO BOX 803878CHICAGOIL60680366828217SUPPORT LUCIL501(c)(3)Type III-ONAYes (true)
FieldValueIRS element (for citing)
Receipt Of Int Annts Rnts RyltsfalseReceiptOfIntAnntsRntsRyltsInd
Gift Grnt Or Cap Contri To Oth OrgfalseGiftGrntOrCapContriToOthOrgInd
Gift Grnt Cap Contri From Oth OrgYes (true)GiftGrntCapContriFromOthOrgInd
Loans Or Guarantees To Other OrgfalseLoansOrGuaranteesToOtherOrgInd
Loans Or Guarantees From Oth OrgfalseLoansOrGuaranteesFromOthOrgInd
Div Related OrganizationfalseDivRelatedOrganizationInd
Asset Sale To Other OrgfalseAssetSaleToOtherOrgInd
Asset Purchase From Other OrgfalseAssetPurchaseFromOtherOrgInd
Asset ExchangefalseAssetExchangeInd
Rental Of Facilities To Oth OrgfalseRentalOfFacilitiesToOthOrgInd
Rental Of Fclts From Oth OrgfalseRentalOfFcltsFromOthOrgInd
Perform Of Services For Oth OrgfalsePerformOfServicesForOthOrgInd
Perform Of Services By Other OrgfalsePerformOfServicesByOtherOrgInd
Sharing Of FacilitiesfalseSharingOfFacilitiesInd
Paid Employees SharingfalsePaidEmployeesSharingInd
Reimbursement Paid To Other OrgfalseReimbursementPaidToOtherOrgInd
Reimbursement Paid By Other OrgfalseReimbursementPaidByOtherOrgInd
Transfer To Other OrgfalseTransferToOtherOrgInd
Transfer From Other OrgfalseTransferFromOtherOrgInd

Transactions Related Org TransactionsRelatedOrgGrp

Other Organization Name OtherOrganizationName

FieldValueIRS element (for citing)
Business Name Line1Krasa Family TrustBusinessNameLine1Txt
FieldValueIRS element (for citing)
Transaction TypeCTransactionTypeTxt
Involved$223,150InvolvedAmt
Method Of Amount DeterminationCashMethodOfAmountDeterminationTxt