2022-06-13T09:34:55-07:00 2021-07-31 990 2020-08-01 720408946 LOYOLA UNIVERSITY LOYO 5048653149 6363 St Charles Avenue New Orleans LA 70118 Carol Markowitz SVP/Chief Operating Officer 5048653149 2022-06-13 1 11 0 AAL2 2020 2022-09-23 18:48:47Z Carol Markowitz 6363 St Charles Avenue Campus Box 11 New Orleans LA 70118 527165647 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 33 2178 216 298560 0 13540057 17107389 157693498 166754172 8923466 8746226 572233 722892 180729254 193330679 81422815 90889392 0 0 58398508 58389963 36000 0 2275758 41062644 41245787 180919967 190525142 -190713 2805537 507723751 562509416 203966020 224532619 303757731 337976797 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 171567766 90889392 167143104 Loyola University New Orleans is a private, Catholic, Jesuit comprehensive university, open to students of all faiths. Loyola has 4,598 students - 3,369 undergraduate; 564 graduate students; 61 Doctoral students; 581 law students; and 23 continuing education students. The university is comprised of five colleges: Business, Arts and Sciences, Law, Music and Media, and Nursing and Health; Loyola Online also offers a variety of online programs. Loyola offers 2 associate degrees, 106 undergraduate degrees/tracks, and 39 graduate and professional programs, and 29 certificate programs. 0 0 0 N/A 0 0 0 171567766 1 1 0 0 0 0 0 0 0 1 1 0 0 0 1 1 1 0 1 0 0 0 0 0 0 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 2445 0 1 2178 1 1 1 1 BD CJ 0 0 1 1 0 0 1 1 0 0 0 0 0 X 35 33 0 0 0 0 1 1 1 1 1 0 0 1 1 1 1 1 1 1 1 0 X X Carol Markowitz 5048653144 6363 St Charles Ave New Orleans LA 70118 Tania Tetlow President 37.5 0 X 507026 0 32477 Michael Capella Dean College of Business 37.5 0.00 X 309992 0 30059 Madeleine Landrieu Dean College of Law 37.5 0.00 X 310923 0 13598 Carol Markowitz SVP/Chief Operating Officer 37.5 0 X 279322 0 27594 Sarah Kelly SVP Enrollment Management & Student Life 37.5 0 X 248854 0 25248 Maria Calzada Dean College of Arts and Sciences 37.5 0 X 229057 0 29590 Maria Lopez Pabon Law Professor/Former Dean College of Law 37.5 0 X 211781 0 28877 Thomas Screen General Counsel 37.5 0 X 208938 0 28142 William Quigley Professor 37.5 0 X 193350 0 24092 Kern Maass Dean College of Music & Media 37.5 0 X 185171 0 29547 Christopher Wiseman VP University Advancement 37.5 0 X 193764 0 17396 Robert Verchick Professor 37.5 0 X 181364 0 28835 Maria Isabel Medina Professor 37.5 0 X 181303 0 17588 Tanuja Singh Provost 37.5 0 X 183648 0 14716 Blaine Lecesne Professor 37.5 0 X 167023 0 22743 Laurie Anne Ferguson Dean College of Nursing/Health 37.5 0 X 159621 0 11229 Uriel Quesada Former Dean College of Arts and Sciences 37.5 0 X 130174 0 16017 Rev Gregory Waldrop SJ Secretary/Treasurer 37.5 0 X 55000 0 14575 Peggy Adams Board Member 1 0 X 0 0 0 Michael Barber Board Member 1 0 X 0 0 0 Michael Bell Board Member 1 0 X 0 0 0 Michie Bissel Board Member 1 0 X 0 0 0 Cassandra Chandler Board Member 1 0 X 0 0 0 Lynn Coatney Board Member 1 0 X 0 0 0 Steve Cosse Board Member 1 0 X 0 0 0 Rev John Cunningham SJ Board Member 1 0 X 0 0 0 Rev Paul J Fitzgerald SJ Board Member 1 0 X 0 0 0 Rev Michael Garanzini SJ Board Member 1 0 X 0 0 0 Anne Gauthier Board Member 1 0 X 0 0 0 S Derby Gisclair Board Member 1 0 X 0 0 0 Ryan Haas Board Member 1 0 X 0 0 0 Morton Katz Board Member 1.00 0 X 0 0 0 Stephen Kent Board Member 1 0 X 0 0 0 Dennis Lauscha Board Member 1 0 X 0 0 0 Robert LeBlanc Board Member 1 0 X 0 0 0 Jim Meza Board Member 1 0 X 0 0 0 Henry Munoz Board Member 1 0 X 0 0 0 Sean O'Keefe Board Member 1.00 0 X 0 0 0 Bernard Panetta Board Member 1 0 X 0 0 0 Rev Mario Torres Rivera SJ Board Member 1 0 X 0 0 0 William Roberti Board Member 1 0 X 0 0 0 Scott Rodger Board Member 1 0 X 0 0 0 Leah Schlater-Brown Board Member 1 0 X 0 0 0 Rhonda Sharkawy Board Member 1 0 X 0 0 0 Michael Skehan Board Member 1 0 X 0 0 0 Stephanie Stokes Board Member 1 0 X 0 0 0 Rev Jeffrey von Arx SJ Board Member 1 0 X 0 0 0 Sharonda R Williams Board Member 1 0 X 0 0 0 Rev Jeremy Zipple SJ Board Member 1 0 X 0 0 0 Dennis Cuneo Chair 1 0 X 0 0 0 Stephen Landry Vice-Chair 1 0 X 0 0 0 3936311 0 412323 87 1 1 0 Sodexo 6363 St Charles Ave Box 243 New Orleans LA 70118 Food Service 5344522 CollegeDegrees com 801 Congress St Suite 400 Houston TX 77002 Educational Services 2091020 Witt Fiala Flannery and Associates PO Box 958204 St Louis MO 63195 Janitorial 1278508 Collegis Education 1415 W 22nd Street Suite 220 Oak Brook IL 60523 Educational Consulting Services 1077845 Google PO Box 39000 San Francisco CA 94139 Advertising 728419 45 0 0 0 0 8372016 8735373 181308 17107389 166754172 166754172 0 0 166754172 1621177 0 0 1621177 0 0 0 0 0 0 0 0 35400 0 0 0 35400 0 35400 0 0 35400 340960017 0 333834968 0 7125049 0 7125049 0 0 7125049 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 687492 388932 298560 0 687492 193330679 167143104 298560 8781626 0 0 90889392 90889392 0 0 0 0 3407665 2121866 1068622 217177 0 0 0 0 46562671 38170485 7266779 1125407 0 0 0 0 5333320 4315677 878052 139591 3086307 2506332 505373 74602 0 0 0 0 425236 0 425236 0 100020 0 100020 0 0 0 0 0 0 0 0 0 0 0 6206664 5249300 888700 68664 1723110 1654164 65694 3252 1953203 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RESTRICTED 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 245852000 1758000 20681000 4770000 23037000 14651000 225833000 0.33 0.39 0.28 0 0 0 8988559 8988559 0 311351984 91565486 219786498 0 0 0 0 0 12084347 9789437 2294910 0 3182708 0 3182708 234252675 0 Refundable Loan Program 4846612 Severance Payable 2849317 Pension Benefits Payable 913997 Annuities Payable 257365 Funds Held for Others 226022 Other Liabilities 183183 9276496 X 110613544 38732311 0 0 0 38732311 71881233 0 121449446 121449446 193330679 113099473 0 0 0 7318782 7318782 105780691 0 84744451 84744451 190525142 Schedule D, Part V, Line 4 Endowment resources are used for non-operating expenses. Schedule D, Part X, Line 2 N/A Schedule D, Part XI, Line 4b Scholarships and investment return net of amounts appropriated for current operations. Schedule D, Part XII, Line 2d Voluntary Severance Program, Past Sessions, Annuity Adjustment, etc. 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 Students that qualify receive federal and state need-based assistance. 1 Scholarships and other types of financial assistance are monitored through internal transfer of funds within the university. 3446 90889392 0 FMV 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 0 0 0 0 0 0 0 0 0 Tania Tetlow President 431026 0 76000 0 0 0 0 0 32477 0 539503 0 0 0 Madeleine Landrieu Dean College of Law 310923 0 0 0 0 0 0 0 13598 0 324521 0 0 0 Michael Capella Dean College of Business 309992 0 0 0 0 0 0 0 30059 0 340051 0 0 0 Carol Markowitz SVP/Chief Operating Officer 279322 0 0 0 0 0 0 0 27594 0 306916 0 0 0 Sarah Kelly SVP Enrollment Management & Student Life 248854 0 0 0 0 0 0 0 25248 0 274102 0 0 0 Maria Calzada Dean College of Arts and Sciences 229057 0 0 0 0 0 0 0 29590 0 258647 0 0 0 Thomas Screen General Counsel 208938 0 0 0 0 0 0 0 28142 0 237080 0 0 0 Christopher Wiseman VP University Advancement 193764 0 0 0 0 0 0 0 17396 0 211160 0 0 0 William Quigley Professor 193350 0 0 0 0 0 0 0 24092 0 217442 0 0 0 Kern Maass Dean College of Music & Media 185171 0 0 0 0 0 0 0 29547 0 214718 0 0 0 Tanuja Singh Provost 183648 0 0 0 0 0 0 0 14716 0 198364 0 0 0 Robert Verchick Professor 181364 0 0 0 0 0 0 0 28835 0 210199 0 0 0 Maria Isabel Medina Professor 181303 0 0 0 0 0 0 0 17588 0 198891 0 0 0 Laurie Anne Ferguson Dean College of Nursing/Health 159621 0 0 0 0 0 0 0 11229 0 170850 0 0 0 Rev Gregory Waldrop SJ Secretary/Treasurer 55000 0 0 0 0 0 0 0 14575 0 69575 0 0 0 Maria Lopez Pabon Law Professor/Former Dean College of Law 211781 0 0 0 0 0 0 0 28877 0 240658 0 0 0 Blaine Lecesne Professor 167023 0 0 0 0 0 0 0 22743 0 189766 0 0 Uriel Quesada Former Dean College of Arts and Sciences 130174 0 0 0 0 0 0 0 16017 0 146191 0 0 0 Schedule J, Part I, Line 1a Allowances provided are authorized under university policy. Schedule J, Part I, 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 body is a disinterested party. 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 118400000 0 128452335 0 0 0 1297957 0 0 127154378 0 0 2016 0 0 1 1 B 9030000 0 86624585 0 0 31053737 1190579 0 0 0 54379637 0 2017 0 0 1 1 C 0 0 100855617 0 0 84639604 1169180 0 0 441037 0 14605796 1 0 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 1 0 0 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. X 14 179563 FMV X Miscellaneous Donations 5 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 duties. Form 990, Part VI, Section B, Line 11b The Audit Committee reviews the Form 990 and recommends the review as an action item 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 a 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 Voluntary Severance Program, Past Sessions, Annuity Adjustment, etc. N/A