2023-06-14T10:36:47-07:00 2022-07-31 990 2021-08-01 720408946 LOYOLA UNIVERSITY LOYO 5048653149 6363 St Charles Avenue New Orleans LA 70118 Carol Markowitz SVP/Chief Operating Officer 5048653149 2023-06-14 1 11 1 AAL2 2021 2023-04-26 12:10:37Z Carol Markowitz 6363 St Charles Avenue Box 11 New Orleans LA 70118 337865142 0 0928 X www.loyno.edu X 1912 LA Loyola University New Orleans, a Jesuit and Catholic institution of higher education, welcomes students of diverse backgrounds and prepares them to lead meaningful lives with and for others; to pursue truth, wisdom, and virtue; and to work for a more just world. Inspired by Ignatius of Loyola's vision of finding God in all things, the university is grounded in the liberal arts and sciences, while also offering opportunities for professional studies in undergraduate and selected graduate programs. Through teaching, research, creative activities, and service, the faculty, in cooperation with the staff, strives to educate the whole student and to benefit the larger community. 35 32 2170 217 169630 0 17107389 21714136 166754172 181724009 8746226 7477141 722892 972664 193330679 211887950 90889392 97679499 0 0 58389963 63223220 0 22650 2606198 41245787 44701225 190525142 205626594 2805537 6261356 562509416 541656000 224532619 220573000 337976797 321083000 Loyola University New Orleans, a Jesuit and Catholic institution of higher education, welcomes students of diverse backgrounds and prepares them to lead meaningful lives with and for others; to pursue truth, wisdom, and virtue; and to work for a more just world. Inspired by Ignatius of Loyola's vision of finding God in all things, the university is grounded in the liberal arts and sciences, while also offering opportunities for professional studies in undergraduate and selected graduate programs. Through teaching, research, creative activities, and service, the faculty, in cooperation with the staff, strives to educate the whole student and to benefit the larger community. 0 0 184058973 97679499 181724009 Loyola University New Orleans is a private, Catholic, Jesuit comprehensive university, open to students of all faiths. Loyola has 4,436 students - 3,307 undergraduate; 482 graduate students; 42 Doctoral students; 590 law students; and 15 continuing education students. The university is comprised of six colleges: Business, Arts and Sciences, Law, Music and Media, and Nursing and Health, and City College, which is Loyola's online college that offers a variety of online programs. Loyola offers 2 associate degrees, 86 undergraduate degrees/tracks, and 28 graduate and professional programs, and 2 certificate programs. 0 0 0 N/A 0 0 0 184058973 1 1 0 0 0 0 0 0 0 1 1 0 0 0 1 0 1 0 1 1 1 0 0 1 1 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 2481 0 1 2170 1 1 1 1 BD CJ 0 0 1 1 1 1 0 1 1 0 0 0 0 0 X 35 32 0 0 0 0 1 1 1 1 1 0 0 1 1 1 1 1 1 1 1 0 AK AZ CO DC LA MA MS NH NY OR VA WA X X Carol Markowitz 5048653144 6363 St Charles Avenue New Orleans LA 70118 Tania Tetlow President 37.5 0 X 587421 0 34631 Carol Markowitz SVP/Chief Operating Officer 37.5 0 X 370348 0 30806 Tanuja Singh Provost 37.5 0 X 349550 0 22769 Michael Capella Dean College of Business 37.5 0 X 309416 0 32392 William Quigley Professor of Law 37.5 0 X 324130 0 14612 Madeleine Landrieu Dean College of Law 37.5 0 X 310661 0 16029 Raphael Rabalais Professor of Law 37.5 0 X 305680 0 14301 Michelle Collins Dean College of Nursing and Health 37.5 0 X 250563 0 30989 David W Gruning Professor of Law 37.5 0 X 263560 0 13623 Maria Lopez Pabon Professor of Law/Former Dean College of Law 37.5 0 X 218671 0 30211 Maria Calzada Dean College of Arts and Sciences 37.5 0 X 217811 0 24717 Katherine H Adams Professor of English 37.5 0 X 224600 0 12373 Kern Maass Dean College of Music & Media 37.5 0 X 186111 0 29531 Christopher Wiseman Vice President University Advancement 37.5 0 X 195260 0 18551 Nathan Ament Vice President Enrollment Management 37.5 0 X 163858 0 28496 Rev Justin Daffron SJ Interim President 37.5 0 X X 0 0 112585 Rev Gregory Waldrop SJ Secretary/Treasurer 37.5 0 X 0 0 34788 Stephen Landry Chair 1 X 0 0 0 Peggy Adams Board Member 1 X 0 0 0 Rev Michael Barber SJ Board Member 1 X 0 0 0 Michael Bell Board Member 1 X 0 0 0 Michie Bissel Board Member 1 X 0 0 0 Cassandra Chandler Board Member 1 X 0 0 0 Rev John Cecero SJ Board Member 1 X 0 0 0 Lynn Coatney Board Member 1 X 0 0 0 Rev John Cunningham SJ Board Member 1 X 0 0 0 Rev Thomas Curran SJ Board Member 1 X 0 0 0 Benjamin Fields Board Member 1 X 0 0 0 Rev Michael Garanzini SJ Board Member 1 X 0 0 0 Anne Gauthier Board Member 1 X 0 0 0 S Derby Gisclair Board Member 1 X 0 0 0 Ryan Haas Board Member 1 X 0 0 0 Morton Katz Board Member 1 X 0 0 0 Stephen Kent Board Member 1 X 0 0 0 Dennis Lauscha Board Member 1 X 0 0 0 Robert LeBlanc Vice-Chair 1 X 0 0 0 Jim Meza Board Member 1 X 0 0 0 Sean O'Keefe Board Member 1 X 0 0 0 Bernard Panetta Board Member 1 X 0 0 0 Greg Rattler Board Member 1 X 0 0 0 William Roberti Board Member 1 X 0 0 0 Scott Rodger Board Member 1 X 0 0 0 Leah Schlater-Brown Board Member 1 X 0 0 0 Leo Seonae Board Member 1 X 0 0 0 Rhonda Sharkawy Board Member 1 X 0 0 0 Michael Skehan Board Member 1 X 0 0 0 Stephanie Stokes Board Member 1 X 0 0 0 Rev Jeffrey von Arx SJ Board Member 1 X 0 0 0 Rev Jeremy Zipple SJ Board Member 1 X 0 0 0 4277640 0 501404 98 0 1 0 Sodexo 6363 St Charles Ave Box 243 New Orleans LA 70118 Food Service 6546824 Witt Fiala Flannery and Associates PO Box 958204 St Louis MO 63195 Janitorial 1237498 Collegis Education 1415 W 22nd Street Suite 220 Oak Brook IL 60523 Educational Consulting Services 1055432 Ruffalo Noel Levitz LLC PO Box 718 Des Moines IA 50303 Enrollment Services 900949 Google PO Box 39000 San Francisco CA 94139 Advertising 776244 55 0 0 41960 0 7990723 13681453 404656 21714136 181724009 181724009 0 0 181724009 1951885 0 0 1951885 0 0 0 0 0 0 0 0 59400 0 0 0 59400 0 59400 0 0 59400 131502448 0 125977192 0 5525256 0 5525256 0 0 5525256 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 913264 743634 169630 0 913264 211887950 182467643 169630 7536541 0 0 97679499 97679499 0 0 0 0 3629998 2220966 1187468 221564 0 0 0 0 49294071 40959671 7084115 1250285 783518 648220 115930 19368 6046977 4970145 909373 167459 3468656 2854269 525625 88762 0 0 0 0 161757 0 161757 0 106472 0 106472 0 0 0 0 0 22650 22650 0 0 0 0 6916948 5414711 1400398 101839 1738871 1678399 60472 0 2175542 1655647 345214 174681 2418069 177952 2059805 180312 2535 2535 0 0 5475477 4440270 944222 90985 2390933 1790926 565781 34226 0 0 0 0 851502 620347 231155 0 7082102 5897365 1037520 147217 0 0 0 0 5901407 5488308 361767 51332 3554140 3319858 205214 29068 Books and Periodicals 1341622 1291428 50194 0 Educational And Student Programs 863747 576709 287038 0 Equipment and Maintenance 2606373 2171432 421358 13583 Miscellaneous 1113728 200316 900545 12867 0 0 0 0 205626594 184058973 18961423 2606198 3603656 2892199 50719587 49606452 4093671 7147579 2703196 3966691 1465434 1064254 550209 563431 2182061 3168792 343555095 106843231 234252675 236711864 261947659 235726190 0 0 0 0 0 0 991268 808548 562509416 541656000 5664469 8590018 0 0 8579853 6262101 201011801 199161233 0 0 0 0 0 0 0 0 9276496 6559648 224532619 220573000 X 152013920 144362080 185962877 176720920 337976797 321083000 562509416 541656000 X 6261356 -20874960 0 0 0 -2280193 X 0 1 1 1 1 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 244316000 878000 -13589000 6210000 26000 0 225369000 212531000 2586000 47299000 6301000 11799000 0 244316000 215076000 3149000 5593000 6581000 4706000 0 212531000 221789000 3507000 6894000 5924000 3360000 7830000 215076000 225833000 13088000 18816000 5376000 17067000 13505000 221789000 0.32 0.45 0.23 0 0 0 9198559 9198559 0 313067871 96390889 216676982 0 0 0 0 0 12663181 10452342 2210839 0 8625484 0 8625484 236711864 0 Refundable Loan Program 4391273 Severance Liability 1022148 Pension Benefits Payable 695977 Annuities Payable 200550 Funds Held for Other 195900 Other Liabilities 53800 6559648 122590233 -20874960 0 0 0 -20874960 143465193 0 68422757 68422757 211887950 115248765 0 0 0 2294778 2294778 112953987 0 92672607 92672607 205626594 Schedule D, Part V, Line 4 Endowment resources are used for non-operating expenses. Schedule D, Part XI, Line 4b Scholarships and investment return net of amounts appropriated for current operations. Schedule D, Part XII, Line 2d Expenses related to Hurricane Ida, ERP implementation, annuity adjustment, past session activities and other miscellaneous activities. Schedule D, Part XII, Line 4b Institutional and externally funded scholarships. 1 1 1 1 1 1 1 0 0 0 0 0 0 0 0 1 0 1 Schedule E, Part I, Line 3 The University publishes its non-discrimination policy towards students in the annual Student Bulletin that is published on its website (see https://bulletin.loyno.edu/regulations/privacy-student-records-student-rights#non-discrimination). Schedule E, Part I, Line 6 Schedule E, Part 1, Line 6 - Students that qualify receive federal and state need-based assistance Europe (including Iceland and Greenland) 0 18 Program Services Study abroad in United Kingdom, France and Italy 176316 Central America and the Caribbean 0 4 Program Services Study Abroad in Costa Rica and Mexico 31659 Sub-Saharan Africa 0 2 Program Services Study Abroad in East Africa 18419 East Asia and the Pacific 0 1 Program Services Study Abroad in South Korea 19783 0 25 246177 0 0 0 0 0 0 X X X X X X X 1 The Stockade Colsulting Group DBA Shift Marketing 1737 Union Street PMB 203 Schenectady NY 12309 Provided phonation fundraising services. 0 27834 22650 5184 27834 22650 5184 AK AZ CO DC LA MA MS NH NY OR VA WA Law Review Banquet 19575 12150 7425 0 0 0 0 0 7425 Havana in the Garden 19500 18250 1250 0 0 7582 1054 2500 1831 2 18865 11560 7305 0 0 0 0 0 7105 57940 41960 15980 0 0 7582 1054 2500 16361 27497 -11517 1 Scholarships and other types of financial assistance. 3674 97679499 0 FMV Scholarships and other types of financial assistance. Schedule I, Part I, Line 2 Scholarships and other types of financial assistance are monitored through internal transfer of funds within the university. X X 1 1 X 1 0 0 0 0 0 0 0 0 Tania Tetlow President 454421 0 133000 0 0 0 3215 0 31416 0 622052 0 0 0 Rev Justin Daffron SJ Interim President 89000 0 0 0 0 0 0 0 23585 0 112585 0 0 0 Tanuja Singh Provost 349550 0 0 0 0 0 2962 0 19807 0 372319 0 0 Carol Markowitz SVP/Chief Operating Officer 274098 0 96250 0 0 0 2538 0 28268 0 401154 0 0 0 Michael Capella Dean College of Business 309416 0 0 0 0 0 2665 0 29727 0 341808 0 0 0 Madeleine Landrieu Dean College of Law 310661 0 0 0 0 0 2623 0 13406 0 326690 0 0 0 Michelle Collins Dean College of Nursing and Health 250563 0 0 0 0 0 2115 0 28874 0 281552 0 0 0 Maria Calzada Dean College of Arts and Sciences 217811 0 0 0 0 0 1904 0 22813 0 242528 0 0 0 Kern Maass Dean College of Music & Media 186111 0 0 0 0 0 1629 0 27902 0 215642 0 0 0 Christopher Wiseman Vice President University Advancement 195260 0 0 0 0 0 1697 0 16854 0 213811 0 0 0 Nathan Ament Vice President Enrollment Management 163858 0 0 0 0 0 1574 0 26922 0 192354 0 0 0 Rev Gregory Waldrop SJ Secretary/Treasurer 27500 0 0 0 0 0 0 0 7288 0 34788 0 0 0 Maria Lopez Pabon Professor of Law/Former Dean College of Law 218671 0 0 0 0 0 1806 0 28405 0 248882 0 0 0 Katherine H Adams Professor of English 9146 0 0 0 215454 0 0 0 12373 0 236973 0 0 0 David W Gruning Professor of Law 2104 0 0 0 261456 0 0 0 13623 0 277183 0 0 0 William Quigley Professor of Law 16958 0 0 0 307172 0 0 0 14612 0 338742 0 0 0 Raphael Rabalais Professor of Law 10565 0 0 0 295115 0 0 0 14301 0 319981 0 0 0 Schedule J, Part I, Line 1a Schedule J, Part 1, Line 1a - Allowances provided are authorized under university policy. Schedule J, Part I, Line 3 Schedule J, Part 1, Line 3-The Executive Committee of the Board of Trustees chaired by the Board Chairperson deliberates to determine the President's compensation. Each member of the compensation setting board is a disinterested party. Schedule J, Part I, Line 4 Professor David Gruning-$261,456, Professor Katherine Adams-$215,454, Professor Rabalais-$295,115, and Professor William Quigley- $307,172 received a payment made under a University Voluntary Severance Program. A Louisiana Public Facilitties Authority 720895871 546398P44 2011-10-19 128452335 Construction 0 0 0 B Louisiana Public Facility Authority 720895871 546398P85 2017-01-26 86624585 Refunding of 2010 and 2011 series 0 0 0 C Louisiana Public Finance Authority 720895871 546399LM6 2021-07-07 100855617 Refund Series 2011 & Construction 0 0 0 A 121535000 0 128452335 0 0 0 1297957 0 0 127154378 0 0 2015 0 0 1 1 B 10980000 0 86624585 0 0 0 1190579 0 0 0 85434006 0 2017 0 1 1 1 C 0 0 100949159 0 0 0 1216013 0 0 3598094 84639604 11495448 1 1 0 1 A 0 0 0 0 0 0 0 0 0 1 B 0 0 0 0 0 0 0 0 0 1 C 0 0 0 0 0 0 1 A 0 0 0 1 0 0 0 0 1 B 0 0 0 1 0 0 0 0 1 C 0 1 0 0 0 0 0 0 1 A 1 B 1 C 1 Schedule K, Part IV, Line 2c-10/19/2011 128,452,335 Louisiana Public Facilitties Authority A rebate calculation was performed on April 13, 2020 with no rebate liability due. Schedule K, Part IV, Line 2c-01/26/2017 86,624,585 Louisiana Public Facility Authority A rebate calculation was performed on January 24, 2022 with no rebate liability due. X 14 404656 FMV X Misc. Donations 6 0 FMV 0 0 1 1 Schedule M, Part I, Line 32b On-line auction software is used if necessary for tangible property and the broker Morgan Stanley for Stock. Form 990, Part VI, Section A, Line 6 All members in good standing of the Society of Jesus who are members of the Jesuit Community of Loyola University New Orleans and who hold full-time or part-time positions at the university and who have held such academic positions for one academic year shall be eligible for membership in the corporation. Membership in the corporation shall consist of not fewer than three nor more than twenty-five persons who fulfill these qualifications. Form 990, Part VI, Section A, Line 7a The sole rights and duties of members shall be (a) to elect annually such members of the Board of Trustees as are provided in these Articles; (b) to receive annually a report from the President; (c) to determine the dissolution of the Corporation and the distribution of its assets, consistent with the terms of Article V hereof; (d) to amend the Articles and By-Laws of the Corporation in the manner specified in Article IX; and (e) to fix and determine by majority vote the number of Trustees who shall constitute the whole Board of Trustees. The composition of the Board of Trustees shall be at all times such that more than twenty-two percent (22%) of the total membership of the Board of Trustees, but not more than sixty percent (60%) of said Board shall be composed of members in good standing of the Society of Jesus. Form 990, Part VI, Section A, Line 7b The Board of Trustees shall have and exercise the corporate powers prescribed by law. The essential function of the Board shall be policy making and responsibility for sound management. It shall formulate and determine the general, educational and financial policies as shall be deemed necessary for the administration and development of the Corporation in accordance with its shared purposes. The Board shall create committees of the Board and Ad-Hoc Committees as it may deem necessary or desirable to carry out the purposes of the Corporation, each of which shall have such powers and responsibilities as the Board of Trustees shall designate. Nothing shall be considered to negate the power of the President to establish administrative committees, visiting committees, councils and other bodies as he/she may deem necessary or desirable to aid him/her in the performance of his/her duties. Form 990, Part VI, Section B, Line 11b The Audit Committee reviews the Form 990 and recommends the review to the Board of Trustees. The Form 990 is posted on the Board of Trustees website for review. In addition, the Form 990 is reviewed by an independent accounting firm prior to its submission to the Board of Trustees. Form 990, Part VI, Section B, Line 12c Under the Conflict of Interest Policy each Trustee is required when initially elected, and annually thereafter, to acknowledge in writing that he or she has reviewed this Policy and is complying with it, in letter and in spirit; when initially elected, and annually thereafter, to complete a Disclosure Statement. An amendment statement must be filed promptly in the event of a material change in circumstances, and to disclose actual or potential conflicts of interest at any time when he or she becomes aware of them. Form 990, Part VI, Section B, Line 15 The Executive Committee of the Board of Trustees, chaired by the Board Chairperson, deliberates to determine the President's compensation. Each member of the compensation-setting body is a disinterested party. Key Employee compensation is determined upon hiring by the university President or Provost, depending on the organizational status of the key employee. Form 990, Part VI, Section C, Line 18 The IRS Forms 990 and 990-T are made available to the public upon request. A copy of each is also on file at the university's library. Form 990, Part VI, Section C, Line 19 The annual financial report, conflict of interest policy, and other governing documents are also made available to the public upon request. Form 990, Part XI, Line 9 Non-recurring income, Information technology system implementation related expenses, and Hurricane Ida related expenses - net of insurance proceeds. N/A