2023-07-21T07:41:39-05:00 2022-09-30 410746749 CLIFTONLARSONALLEN LLP 1301 WEST 22ND STREET SUITE 1100 OAK BROOK IL 60523 990 2021-10-01 320477771 LOYOLA PRESS LOYO 7732811818 8770 W BRYN MAWR AVE STE 1125 CHICAGO IL 60631 KIMBERLY SKALMAN CHIEF FINANCIAL OFFICER 7732811818 2023-07-20 1 KIMBERLY SKALMAN 999009999 JAMES R THOMAS P00095586 6305738600 2023-07-20 3 AAL1 IAL1 2021 2023-04-26 12:10:37Z X KIMBERLY SKALMAN 8770 W BRYN MAWR AVE STE 1125 CHICAGO IL 60631 23747287 0 X WWW.LOYOLAPRESS.COM X 2015 IL TO PERFORM RELIGIOUS, CHARITABLE, AND EDUCATIONAL ACTIVITIES IN ACCORDANCE WITH THE ROMAN CATHOLIC CHURCH AND THE SOCIETY OF JESUS. 16 14 105 0 0 0 1835146 9344 531163 459777 1778430 1410913 14012153 14300443 18156892 16180477 88659 109560 0 0 10167397 10077134 0 0 0 5955145 5871379 16211201 16058073 1945691 122404 31294817 28985694 4030602 5463199 27264215 23522495 X TO PERFORM RELIGIOUS, CHARITABLE, AND EDUCATIONAL ACTIVITIES IN ACCORDANCE WITH THE TEACHING, HISTORY, AND TRADITIONS OF THE ROMAN CATHOLIC CHURCH AND THE MISSION AND MINISTRY OF THE SOCIETY OF JESUS; TO PROVIDE OPPORTUNITIES FOR CATECHETICAL AND SPIRITUAL GROWTH IN THE ROMAN CATHOLIC TRADITION THROUGH IGNATIAN SPIRITUALITY; AND FOR ANY OTHER RELIGIOUS, CHARITABLE OR EDUCATIONAL PURPOSE THAT IS CONSISTENT WITH THE MISSION. 0 0 10709749 109560 14760220 FAITH FORMATION - LOYOLA PRESS PUBLISHES TEXTBOOKS AND RESOURCES CONTAINING PRIMARILY CATHOLIC RELIGIOUS CONTENT IN SUPPORT OF ITS MISSION OF EVANGELIZATION, CATECHESIS AND SPIRITUAL INSPIRATION. FAITH FORMATION SEEKS TO SERVE THE SPIRITUAL NEEDS OF CATHOLICS FROM BIRTH THROUGH ADULT LIFE. OUR K-8 CORE FAITH FORMATION PROGRAMS INCLUDE CHRIST OUR LIFE AND FINDING GOD. SACRAMENTAL PREPARATION PROGRAMS INCLUDE GOD'S GIFT AND CONFIRMED IN THE SPIRIT. MANY PROGRAMS AND RESOURCES ARE OFFERED AS BILINGUAL PROGRAMS AND/OR ALSO INCLUDE ADAPTIVE LEARNING COMPONENTS AND RESOURCES, FURTHER EXPANDING THE REACH OF OUR MINISTRY. LOYOLA PRESS ALSO PUBLISHES A MYRIAD OF OTHER RELIGION READINESS AND MINISTRY AND FORMATION RESOURCES, AS WELL AS INDIVIDUAL BOOKS ON IGNATIAN PRAYER AND SPIRITUALITY, CATHOLIC PRAYER, HISTORY, SPIRITUAL PRACTICES AND SIGNIFICANT CATHOLIC PEOPLE SUCH AS POPE FRANCIS, ST. IGNATIUS OF LOYOLA, AND MANY SAINTS. OUR PUBLICATIONS ALSO INCLUDE GRAMMAR AND WRITING PROGRAMS AND RESOURCES TO DEVELOP STRONG COMMUNICATION SKILLS THAT FACILITATES LEARNING, COMMUNICATING AND PASSING ON THE CATHOLIC FAITH, AND IS IN KEEPING WITH THE TRADITION OF THE JESUITS EXCELLENCE IN EDUCATION. 10709749 1 0 0 0 0 0 0 0 0 0 1 0 0 0 1 0 1 0 0 0 0 1 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 117 0 105 1 0 0 0 0 0 0 0 0 0 0 X 16 14 1 0 0 0 1 1 1 1 1 0 0 1 0 1 0 1 1 0 X KIMBERLY SKALMAN 7732811818 8770 W BRYN MAWR AVE CHICAGO IL 60631 BRADLEY M SCHAEFFER SJ DIRECTOR 1.00 X 0 0 0 DANIEL CONSIDINE DIRECTOR 1.00 X 0 0 0 DAVID MCNULTY DIRECTOR 1.00 X 0 0 0 JAMES S PREHN SJ DIRECTOR 1.00 X 0 0 0 JOELLYN CICCIARELLI DIRECTOR AND PRESIDENT 37.50 X X 264425 0 44840 MANUEL DORANTES DIRECTOR 1.00 X 0 0 0 MARCO A LOPEZ DIRECTOR 1.00 X 0 0 0 MICHAEL A MARTINEZ SJ DIRECTOR 1.00 X 0 0 0 MICHAEL A ROSSMAN SJ DIRECTOR 1.00 X 0 0 0 MICHAEL BOYLE PHD DIRECTOR 1.00 X 0 0 0 MOIRA MADELL DIRECTOR 1.00 X 0 0 0 PHYLLIS CAVALLONE DIRECTOR 1.00 X 0 0 0 TERENCE K BRENNAN DIRECTOR AND CHIEF FINANCI 37.50 X X 277494 0 39306 TOM ANDREESEN DIRECTOR 1.00 X 0 0 0 SANTIAGO CORTES-SJOBERG VP, NEW PRODUCT DEVELOPMEN 37.50 X 198696 0 24080 DOMINIC YONTO DIRECTOR 37.50 X 196617 0 34018 GARY JANSEN DIRECTOR 37.50 X 141744 0 36025 KIMBERLY SKALMAN CONTROLLER 37.50 X 165525 0 37867 MARCIA SLIGH EXECUTIVE PROJECT MANAGER, 37.50 X 128842 0 28418 MIKE WINCEK DIRECTOR, TECHNOLOGY SERVI 37.50 X 163936 0 37692 1537279 0 282246 12 0 1 0 LSC COMMUNICATIONS PO BOX 776411 CHICAGO IL 606776411 THIRD PARTY LOGISTICS 1583297 LSC COMMUNICATIONS PO BOX 776411 CHICAGO IL 606776411 PRINTER 319546 FABLEVISION 308 CONGRESS STREET 6TH FLOOR BOSTON MA 02110 DEVELOPER 102500 GREEN BUSINESS SYSTEMS LLC 318 W ADAMS ST STE 1710 CHICAGO IL 60606 DESIGN 102270 4 9344 9344 459777 459777 459777 663709 663709 4112098 1157 3366051 0 746047 1157 747204 747204 18469270 4200759 14268511 14268511 OTHER PUBLISHING INCOME 323100 16525 16525 OTHER REVENUE 900099 15407 15407 31932 16180477 14760220 0 1410913 96524 96524 13036 13036 1283205 737529 545676 6797164 5150336 1646828 572469 432527 139942 837304 467027 370277 586992 550088 36904 84616 84616 117892 117892 120087 120087 1544180 1229984 314196 617783 617783 592175 83510 508665 796151 796151 98374 98374 313288 250160 63128 259953 259953 83365 83365 48300 48300 140753 140753 76525 76525 WAREHOUSE & FULFILLMENT 650515 650515 COST OF SAMPLES 170777 170777 BANK SERVICE CHARGES 82576 82576 TAXES AND COMPLIANCE CO 21053 21053 53016 53016 16058073 10709749 5348324 0 5 5 4628010 1679963 3295976 4150304 4731065 4600119 442853 578909 3368088 550446 291462 2817642 17582374 14826783 323072 331969 31294817 28985694 2773940 2415697 324074 249016 181500 2023346 751088 775140 4030602 5463199 X 27264215 23522495 27264215 23522495 31294817 28985694 122404 -3864124 0 X X 0 1 X 1 0 X 2123809 2123809 1227872 540446 687426 16407 10000 6407 2817642 ACCRUED ROYALTIES 775140 775140 X 12281266 -3864124 85000 -3779124 16060390 120087 120087 16180477 16022986 85000 85000 15937986 120087 120087 16058073 PART X, LINE 2: LOYOLA IS EXEMPT FROM INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE (IRC). IN ADDITION, LOYOLA QUALIFIES FOR THE CHARITABLE CONTRIBUTION DEDUCTION UNDER SECTION 170(B)(1)(A) AND HAS BEEN CLASSIFIED AS AN ORGANIZATION OTHER THAN A PRIVATE FOUNDATION UNDER SECTION 509(A)(2). 0 0 0 0 0 0 0 0 0 0 EUROPE CHARITABLE SUPPORT 10454 WIRE TRANSFER 0 1 0 0 0 0 0 0 0 PART I, LINE 2: PROCESS IS SAME AS GRANTS TO DOMESTIC ORGANIZATIONS. PART III ACCOUNTING METHOD: 1 CHRIST THE KING JESUIT COLLEGE PREP 5088 W JACKSON BLVD CHICAGO IL 60644 260556958 501(C)(3) 6000 0 FUNDRAISING EVENT SPONSOR 1 0 PART I, LINE 2: SUPPORT AND ASSISTANCE REPRESENT UNRESTRICTED CHARITABLE CONTRIBUTIONS RATHER THAN GRANTS AND ASSISTANCE ISSUED IN CONNECTION WITH A FORMAL PROGRAM. AS SUCH, PROCEDURES FOR MONITORING USE AND SELECTION CRITERIA ARE NOT RELEVANT TO THE CONTRIBUTIONS ISSUED. X X X X X 0 0 0 1 0 1 0 0 0 TERENCE K BRENNAN DIRECTOR AND CHIEF FINANCI 277494 0 0 0 0 0 20466 0 18840 0 316800 0 0 0 JOELLYN CICCIARELLI DIRECTOR AND PRESIDENT 264425 0 0 0 0 0 19475 0 25365 0 309265 0 0 0 DOMINIC YONTO DIRECTOR 196617 0 0 0 0 0 8653 0 25365 0 230635 0 0 0 SANTIAGO CORTES-SJOBERG VP, NEW PRODUCT DEVELOPMEN 198696 0 0 0 0 0 15097 0 8983 0 222776 0 0 0 KIMBERLY SKALMAN CONTROLLER 165525 0 0 0 0 0 12502 0 25365 0 203392 0 0 0 MIKE WINCEK DIRECTOR, TECHNOLOGY SERVI 163936 0 0 0 0 0 12327 0 25365 0 201628 0 0 0 GARY JANSEN DIRECTOR 141744 0 0 0 0 0 10660 0 25365 0 177769 0 0 0 MARCIA SLIGH EXECUTIVE PROJECT MANAGER, 128842 0 0 0 0 0 9578 0 18840 0 157260 0 0 0 PART I, LINE 3 PRESIDENT/CEO COMPENSATION IS ESTABLISHED AND EVALUATED BY THE BOARD CHAIR RESULTING IN A DOCUMENTED REVIEW AND LETTER TO THE PRESIDENT/CEO. A SALARY ASSESSMENT PERFORMED BY A THIRD PARTY CONSULTANT IS USED IN EVALUATION PROCESSES. PART I, LINE 5 MEMBERS OF THE EXECUTIVE TEAM AND SALES AND MARKETING MANAGEMENT HAVE FORMAL COMPENSATION AGREEMENTS, INCLUDING BONUS PAYMENTS CONTINGENT UPON VARYING OPERATING RESULTS. PART I, LINE 6 MEMBERS OF THE EXECUTIVE TEAM HAVE FORMAL COMPENSATION AGREEMENTS THAT INCLUDE BONUS PAYMENTS CONTINENT UPON VARIOUS OPERATING RESULTS. FORM 990, PART VI, SECTION A, LINE 2 THERE IS A FAMILY RELATIONSHIP BETWEEN ONE BOARD MEMBER AND ANOTHER BOARD MEMBER VIA MARRIAGE. FORM 990, PART VI, SECTION A, LINE 6 THE ORGANIZATION HAS A BOARD OF MEMBERS. THE BOARD OF MEMBERS HAS THREE MEMBERS THAT ARE APPOINTED BY THE PROVINCIAL OF THE MIDWEST USA PROVINCE OF THE SOCIETY OF JESUS. EACH MEMBER SHALL BE A MEMBER IN GOOD STANDING OF THE SOCIETY OF JESUS. FORM 990, PART VI, SECTION A, LINE 7A THE ORGANIZATION'S BOARD OF DIRECTORS IS ELECTED BY THE BOARD OF DIRECTORS. FIVE OF MEMBERS OF THE BOARD OF DIRECTORS ARE APPOINTED BY THE BOARD OF MEMBERS. FORM 990, PART VI, SECTION A, LINE 7B THE BOARD OF DIRECTORS APPROVES EXECUTIVE COMPENSATION, THE ANNUAL BUDGET, BANKING AGREEMENTS, AND ANY MATERIAL UNBUDGETED EXPENDITURES. ALL MEMBERS OF THE BOARD OF DIRECTORS HAVE EQUAL VOTING RIGHTS. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 WILL BE REVIEWED FOR ACCURACY AND COMPLIANCE WITH PERTINENT RULES AND REGULATIONS BY THE FINANCE COMMITTEE CHAIR, CHIEF FINANCIAL OFFICER, AND BOARD CHAIR. FORM 990, PART VI, SECTION B, LINE 15 REVIEW AND APPROVAL OF MANAGEMENT COMPENSATION IS PERFORMED BY THE BOARD OF DIRECTORS. AN OUTSIDE FIRM, PRM CONSULTING GROUP, INC., CONDUCTED A MARKET COMPARABILITY REVIEW AND INTERNAL CONSISTENCY ACROSS DEPARTMENTS AND POSITIONS. MINUTES OF THE BOARD OF DIRECTORS RECORD THE DELIBERATION AND APPROVAL. FORM 990, PART VI, SECTION C, LINE 19 ORGANIZATIONAL DOCUMENTS ARE MADE AVAILABLE UPON REQUEST. LINE 23 EXPLANATION THERE IS NO CHANGE FROM THE PRIOR YEAR. OVERSIGHT OF THE AUDIT AND SELECTION OF AN INDEPENDENT ACCOUNTANT ARE PERFORMED BY THE BOARD OF DIRECTORS OR APPROPRIATE COMMITTEES OF THE BOARD.