2022-05-13T15:01:04-05:00 2021-06-30 ERNST & YOUNG US LLP 155 N Wacker Drive Chicago IL 60606 990 2020-07-01 361408475 LOYOLA UNIVERSITY OF CHICAGO % TERESA KRAFCISIN CONTROLLER LOYO 3129157676 820 N Michigan Avenue Chicago IL 606112147 Jo Ann Rooney PRESIDENT 3129156403 2022-05-06 Jo Ann Rooney 999009999 KRISTEN F CAPIZZI P02176875 3128792000 2022-05-06 3 2020 2022-09-23 18:48:47Z JO ANN ROONEY 820 N MICHIGAN AVENUE CHICAGO IL 60611 1016797224 false X www.luc.edu X 1909 IL WE'RE ONE OF THE NATION'S LARGEST JESUIT, CATHOLIC UNIVERSITIES WITH OVER 16,000 STUDENTS. 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FORM 990, SCHEDULE C, PART II-B, LINE 1G DIRECT CONTACT WITH LEGISLATORS DURING FISCAL YEAR 2021, 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, AND FOR ISSUES RELATED TO STUDENT FINANCIAL AID AT THE FEDERAL, STATE, AND CITY LEVELS. 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ASSET RETIREMENT OBLIGATION 3145510 REFUNDABLE US GOV STDNT LOAN FNDS 12545027 PENSION AND OTHER POST RETIREMENT 50455733 LEASE LIABILITY - OPERATING 1383845 67530115 FORM 990, SCHEDULE D, PART II, LINES 5, 6, 7 AND 9 CONSERVATION EASEMENTS 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 CAPITAL PLANNING 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. FORM 990, SCHEDULE D, PART III, LINE 4 DESCRIPTION AND PURPOSE OF ORGANIZATION'S ART COLLECTIONS LOYOLA 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. FORM 990, SCHEDULE D, PART IV, LINE 2B BALANCE SHEET ESCROW LIABILITIES EXPLANATION LOYOLA 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 TO USE LOYOLA'S SERVICES. FORM 990, SCHEDULE D, PART V, LINE 4 INTENDED USE OF ENDOWMENT FUNDS THE 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. true true true true true true true false false false false false false false false true false true FORM 990, SCHEDULE E, PART I, LINE 3 RACIALLY NONDISCRIMINATORY POLICY ON MAY 21, 2021 THE UNIVERSITY PUBLISHED ITS RACIALLY NONDISCRIMINATORY POLICY IN THE CHICAGO TRIBUNE, A WIDELY READ NEWSPAPER IN THE COMMUNITY. THIS YEAR'S ADVERTISEMENT WAS TITLED 'DIVERSITY IN THOUGHT, FAITH, AND PRACTICE. FORM 990, SCHEDULE E, PART I, LINE 6A FINANCIAL 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. true East Asia and the Pacific 0 0 Investments 18810044 Europe (Including Iceland and Greenland) 0 0 Investments 27989887 Central America and the Caribbean 0 0 Investments 252870616 Central America and the Caribbean 0 0 Grantmaking 98761 East Asia and the Pacific 0 0 Grantmaking 184383 Europe (Including Iceland and Greenland) 0 0 Grantmaking 844256 Middle East and North Africa 0 0 Grantmaking 100060 North America 0 0 Grantmaking 186760 South America 0 0 Grantmaking 77530 South Asia 0 0 Grantmaking 144828 Sub-Saharan Africa 0 0 Grantmaking 206211 Russia and the Newly Independent States 0 0 Grantmaking 26155 Europe (Including Iceland and Greenland) 1 59 Program Service Study Abroad Campus 6780131 East Asia and the Pacific 1 2 Program Service Study Abroad Campus 345764 East Asia and the Pacific 0 4 Program Service Professional Services 5704 Europe (Including Iceland and Greenland) 0 10 Program Service Professional Services 26956 Middle East and North Africa 0 1 Program Service Professional Services 446 North America 0 6 Program Service Professional Services 5340 South Asia 0 2 Program Service Professional Services 400 Sub-Saharan Africa 0 2 Program Service Professional Services 8375 Russia and Neighboring States 0 3 Program Service Professional Services 5000 North America 0 7 Program Service Research 42034 South America 0 1 Program Service Research 2000 East Asia and the Pacific 0 0 Program Service Study Abroad 2500 Europe (Including Iceland and Greenland) 0 0 Program Service Study Abroad 15559 Europe (Including Iceland and Greenland) 0 0 Program Service Academic Recruiting 12023 Europe (Including Iceland and Greenland) 0 0 Program Service Donation 500 Europe (Including Iceland and Greenland) 0 0 Program Service Academic Course 20609 Europe (Including Iceland and Greenland) 0 0 Program Service Conference Travel 476 2 76 0 21 2 97 308698492 114816 308813308 Sub-Saharan Africa Epidemiologic Transition 118800 WIRE TRANSF. Middle East/North Africa Anthrax Research 74162 WIRE TRANSF. Europe/Iceland/Greenland Epidemiologic Transition 57026 WIRE TRANSF. Russia and the Newly Independent States Bioethics research 17655 WIRE TRANSF. North America Dimerization and Micropeptides 179915 WIRE TRANSF. East Asia and the Pacific Attunement Exploration 5550 WIRE TRANSF. Sub-Saharan Africa Epidemiologic Transition 81148 WIRE TRANSF. Europe/Iceland/Greenland Capsule Biosynthesis 43403 WIRE TRANSF. Cent. America/Caribbean Epidemiologic Transition 29011 WIRE TRANSF. South Asia Anthrax Research 96740 WIRE TRANSF. 10 0 SCHOLARSHIPS Europe (Including Iceland and Greenland) 27 727327 WIRE TRANSF. SCHOLARSHIPS Central America and the Caribbean 14 69750 WIRE TRANSF. SCHOLARSHIPS East Asia and the Pacific 32 178833 WIRE TRANSF. SCHOLARSHIPS Middle East and North Africa 3 25898 WIRE TRANSF. SCHOLARSHIPS North America 2 6845 WIRE TRANSF. SCHOLARSHIPS Russia and the Newly Independent States 1 8500 WIRE TRANSF. SCHOLARSHIPS South America 15 77530 WIRE TRANSF. SCHOLARSHIPS South Asia 6 48088 WIRE TRANSF. SCHOLARSHIPS Sub-Saharan Africa 1 6263 WIRE TRANSF. FELLOWSHIPS Europe (Including Iceland and Greenland) 5 16500 WIRE TRANSF. true false true true true false FORM 990, SCHEDULE F, PART I, LINE 2 PROCEDURES FOR MONITORING USE OF GRANTS ORGANIZATIONS 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. FORM 990, SCHEDULE F, PART I, LINE 3, COLUMN (F) DESCRIPTION OF HOW EXPENDITURES ARE REPORTED WE 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. FORM 990, SCHEDULE F, PART II METHOD USED TO ACCOUNT FOR CASH GRANTS IN PART II GRANT 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. X X X X X X X true BLUE STATE DIGITAL CONSULTING false 0 380000 -380000 PLUS DELTA PARTNERS TRAINING false 0 12000 -12000 0 392000 -392000 AL AK AZ AR CA CO CT DE DC FL GA HI ID IL IN IA KS KY LA ME MD MA MI MN MS MO MT NE NV NH NJ NM NY NC ND OH OK OR PA RI SC SD TN TX UT VT VA WA WV WI WY FORM 990, SCHEDULE G, PART I, LINE 2B AMOUNTS PAID TO CONSULTANTS FOR TRAINING AND CONSULTING DURING FISCAL YEAR 2021, THE UNIVERSITY SPENT $392,000 FOR TRAINING AND CONSULTING SERVICES RELATED TO FUNDRAISING, ENGAGEMENT, AND CAMPAIGN STRATEGY. THESE SERVICES DID NOT INCLUDE ACTUAL OR DIRECT FUNDRAISING BUT INSTEAD PROVIDED TRAINING AND CONSULTING TO EMPLOYEES OF THE UNIVERSITY WORKING IN THE AREA OF FUNDRAISING. true Albert Einstein College Of Medicine 1300 Morris Park Ave Belfer Buildi Bronx NY 10461 472209056 501(c)(3) 22735 HIV Research Archdiocese Of Chicago 835 N Rush Street Mail stop 540-177 HU Chicago IL 60611 362170826 501(c)(3) 10000 Sponsorship Donation Argonne National Lab PO Box 87916 Carol Stream IL 60188 680628477 170(c)(1) 41983 Anthrax Research Baylor College of Medicine One Baylor Plaza Houston TX 77030 741613878 501(c)(3) 45489 Breast Cancer Prevention Boise State University 1910 University Drive Boise ID 83725 820290701 501(c)(3) 22779 Frogbit Research Chicago Assn For Res & Education In Science PO Box 250 Hines IL 60141 363334177 501(c)(3) 88101 PLGA Nanoparticles Catholic Bishop of Chicago 815 Lexington St Maywood IL 60153 362170993 501(c)(3) 7500 Summer Enrichment Program for Youth Center For Curriculum 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Prosecutorial Advancement Northeastern University 360 Huntington Ave Mail Stop 540-1 Boston MA 02115 041679980 501(c)(3) 33938 Alzheimer's Research Northwestern University 750 N Lake Shore Drive 7th Floor Chicago IL 60611 362167817 501(c)(3) 20989 Urinary Research Old Dominion University Research Foundation PO Box 6369 Norfolk VA 23508 546068198 501(c)(3) 24859 Nursing Education Peggy Notebaert Nature Museum 2430 N Cannon Drive Chicago IL 60614 360895575 501(c)(3) 37500 Butterfly Ball Pledge Princeton University 701 Carnegie Ctr Princeton NJ 08540 210634501 501(c)(3) 308883 Hepatitis D Research Purdue University 401 South Grant Street West Lafayette IN 47907 356002041 501(c)(3) 139256 Viral Proteases Research Rogers Park Business Alliance 1448 W Morse Ave Chicago IL 60626 363357551 501(c)(3) 16250 Sponsorship Donation Roosevelt University 1400 N Roosevelt Blvd Schaumberg IL 60173 362167854 501(c)(3) 8907 Early Engineering Learning Rush University Medical Center 1653 W Congress Pkwy Chicago IL 60612 362174823 501(c)(3) 20828 Hepatitis C Research Sault Ste Marie Tribe of Chippewa Indians 523 Ashmun St Sault Ste Marie MI 49783 237249643 7701(A)(40) 18897 Frogbit Research Scripps Research Institute 10550 North Torrey Pines Road La Jolla CA 92037 330435954 501(c)(3) 8172 Medical Research Sisters of Charity BVM 1100 Carmel Drive Dubuque IA 52003 420680320 501(c)(3) 500000 Sponsorship Donation The JFA Institute 720 Kearney Street Denver CO 80220 383680643 501(c)(3) 39421 Prison Utilization Design Trustees Of The University Of Pennsylvania 3400 Chestnut Street Philadelphia PA 19104 231352685 501(c)(3) 18573 GALT Research University Of California San Diego 9500 Gilman Drive MC 0009 La Jolla CA 92093 956006144 170(c)(1) 140371 Urinary Research University of California San Francisco 3333 California St Ste 450 San Francisco CA 94118 946036493 170(c)(1) 55053 Parkinson's Disease Research University Of Chicago 6054 South Drexel Ave Suite 300 Chicago IL 60637 362177139 501(c)(3) 221762 Hepatitis C Research University Of Illinois 506 S Wright Street Urbana IL 61801 376000511 170(c)(1) 445678 Hepatitis C Research University of Kentucky Research Foundation c/o PNC Bank PO Box 931113 Cleveland OH 44193 616033693 501(c)(3) 22053 Alzheimer's Research University Of Minnesota 505 Essex Street Minneapolis MN 55455 416007513 170(c)(1) 59062 SERCA Regulation Study University of Tennessee 910 Madison Avenue Suite 823 Memphis TN 38163 626001636 170(C)(1) 49277 Parkinson's Disease Research Vanderbilt University 1207 17th Ave South Suite 105 Nashville TN 37212 620476822 501(c)(3) 14060 Relt Syndrome Research Vanderbilt University Medical Center 1161 21st Ave South D-3300 Med Ctr Nashville TN 37232 352528741 501(c)(3) 6929 Relt Syndrome Research Varian Medical Systems Inc 3100 Hansen Way M/S E-047 Palo Alto CA 94304 942359345 OTHER 111824 Lung Tumors Study Vietnamese Association of Illinois 5110 N Broadway Chicago IL 60640 362882292 501(c)(3) 106563 Minority Prevention Program Village of Maywood 40 Madison St Maywood IL 60153 366005990 170(C)(1) 25000 Vaccine Hesitancy Canvassing 38 4 FELLOWSHIPS 623 1993611 SCHOLARSHIPS 13694 251709471 FORM 990, SCHEDULE I, LINE 2 ORGANIZATION'S PROCEDURES TO MONITOR GRANT USE ALL 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. X X X true true X X X true true false false false false false true false PORTER MOSER Men's Basketball Head Coach 998866 0 0 0 8442 0 28500 0 72864 0 1108672 0 0 0 JO ANN ROONEY PRESIDENT 700824 0 0 0 125956 0 28500 0 30517 0 885797 0 0 0 ROBERT KOLB PROF., QUINLAN SCHOOL OF BUS. 163911 0 225 0 668423 0 16871 0 10918 0 860348 0 0 0 RICHARD COOPER PROF., PARKINSON SCHOOL OF HS 142489 0 0 0 545575 0 14734 0 10210 0 713008 0 0 0 JOHN FRENDREIS PROF., DEPT POLITICAL SCIENCE 226757 0 0 0 419608 0 16619 0 23181 0 686165 0 0 0 JOHN BLUM PROFESSOR, SCHOOL OF LAW 223958 0 0 0 432552 0 14741 0 10545 0 681796 0 0 0 JOHN P PELISSERO FORMER OFFICER 575688 0 0 0 1379 0 11814 0 11696 0 600577 0 0 0 MARGARET FAUT CALLAHAN FORMER OFFICER THRU 06/2021 443476 0 75000 0 8485 0 28500 0 23496 0 578957 0 0 0 NORBERTO GRZYWACZ PROVOST (TERM ENDED 05/2021) 533863 0 0 0 6642 0 0 0 32494 0 572999 0 0 0 MICHAEL J KAUFMAN ACT PROVOST (TERM ENDED 06/21) 453436 0 0 0 3564 0 28049 0 23401 0 508450 0 0 0 WAYNE MAGDZIARZ SR VP & CFO/CBO 429400 0 0 0 3759 0 27932 0 14141 0 475232 0 0 0 THOMAS M KELLY SR VP ADMIN. 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SUCCESS 329122 0 0 0 2224 0 23449 0 12964 0 367759 0 0 0 SAM MARZO DEAN, STRITCH SCHOOL OF MED. 339529 0 0 0 1161 0 11375 0 13415 0 365480 0 0 0 JEREMY W LANGFORD VP MARKETING & COMMUNICATIONS 296034 0 0 0 1086 0 21007 0 3937 0 322064 0 0 0 WINIFRED WILLIAMS VP HR & CHIEF DIVERSITY OFFICE 275339 0 0 0 1865 0 19517 0 11087 0 307808 0 0 0 JANE NEUFELD VP OF STUDENT DEVELOPMENT 242850 0 0 0 0 0 16454 0 13660 0 272964 0 0 0 PHILIP D HALE VP FOR CIVIC ENGAGEMENT 218480 0 0 0 2766 0 15748 0 23761 0 260755 0 0 0 SUSAN BODIN TREASURER 198366 0 0 0 2053 0 14366 0 23419 0 238204 0 0 0 PATRICK M BOYLE FORMER OFFICER 158235 0 75 0 2499 0 11486 0 32253 0 204548 0 0 0 JOHN M SCHIETINGER ASSISTANT SECRETARY 170670 0 0 0 237 0 12443 0 20970 0 204320 0 0 0 JANET W SISLER VP FOR MISSION INTEGRATION 175083 0 0 0 1858 0 10893 0 10546 0 198380 0 0 0 KATHARINE WYATT CHIEF INVESTMENT OFFICER 346040 0 55000 0 540 0 24757 0 32512 0 458849 0 0 0 FORM 990, SCHEDULE J, PART I, LINE 1A COMPENSATION PROVIDED BY ORGANIZATION FIRST-CLASS TRAVEL ALL FIRST CLASS TRAVEL WAS EITHER AT THE EXPENSE OF THE EMPLOYEE AND NOT REIMBURSED BY THE UNIVERSITY, OR CONNECTING FLIGHTS ON A BUSINESS CLASS TICKET WHERE FIRST CLASS AND COACH WERE THE ONLY CLASSES ON THE AIRCRAFT. CHARTER 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. HOUSING ALLOWANCE OR RESIDENCE FOR PERSONAL USE TWO OFFICERS AND ONE FORMER OFFICER WERE GIVEN A HOUSING ALLOWANCE IN CALENDAR YEAR 2020. THE HOUSING ALLOWANCE WAS CONSIDERED TAXABLE COMPENSATION TO THE EMPLOYEE. HEALTH OR SOCIAL CLUB DUES OR INITIATION FEES TWO OFFICERS WERE EXTENDED A MEMBERSHIP IN AN ORGANIZATION THAT IS FOR THE PURPOSES OF UNIVERSITY BUSINESS AND IS NOT TREATED AS TAXABLE COMPENSATION. FORM 990, SCHEDULE J, PART I, LINE 4A RECEIVE A SEVERANCE PAYMENT OR CHANGE-OF-CONTROL PAYMENT IN AUGUST 2019, THE UNIVERSITY ANNOUNCED A ONE-TIME VOLUNTARY TRANSITION INCENTIVE PROGRAM FOR ELIGIBLE TENURED FACULTY. UNDER THE TERMS OF THE PROGRAM, ELIGIBLE TENURED FACULTY WHO CHOSE TO VOLUNTARILY TERMINATE THEIR EMPLOYMENT WITH THE UNIVERSITY WOULD RECEIVE A CASH INCENTIVE PAYMENT OF TWO TIMES THEIR ACADEMIC BASE SALARY AS OF DECEMBER 31, 2019. FACULTY WHO PARTICIPATED IN THE INCENTIVE PROGRAM RECEIVED THE PAYMEMT IN CALENDAR YEAR 2020. JOHN PELISSERO RECEIVED A VOLUNTARY INCENTIVE PAYMENT IN THE AMOUNT OF $463,000.08 DURING CALENDAR YEAR 2020. HIS EMPLOYMENT WITH THE UNIVERSITY ENDED ON JUNE 6, 2020. JOHN BLUM RECEIVED A VOLUNTARY INCENTIVE PAYMENT IN THE AMOUNT OF $430,080 DURING CALENDAR YEAR 2020. HIS EMPLOYMENT WITH THE UNIVERSITY ENDED ON DECEMBER 12, 2020. RICHARD COOPER RECEIVED A VOLUNTARY INCENTIVE PAYMENT IN THE AMOUNT OF $543,721.20 DURING CALENDAR YEAR 2020. HIS EMPLOYMENT WITH THE UNIVERSITY ENDED ON JUNE 30, 2020. JOHN FRENDREIS RECEIVED A VOLUNTARY INCENTIVE PAYMENT IN THE AMOUNT OF $416,926.08 DURING CALENDAR YEAR 2020. HIS EMPLOYMENT WITH THE UNIVERSITY ENDED ON DECEMBER 12, 2020. ROBERT KOLB RECEIVED A VOLUNTARY INCENTIVE PAYMENT IN THE AMOUNT OF $666,260.08 DURING CALENDAR YEAR 2020. HIS EMPLOYMENT WITH THE UNIVERSITY ENDED ON JUNE 30, 2020. FORM 990, SCHEDULE J, PART I, LINE 4B PARTICIPATE IN, OR RECEIVE PAYMENT FROM, A SUPPLEMENTAL NONQUALIFIED RETIREMENT PLAN THE PRESIDENT, PROVOST, SENIOR VICE PRESIDENTS, VICE PRESIDENTS AND DEANS ARE ELIGIBLE TO PARTICIPATE IN A 457(B) NONQUALIFIED RETIREMENT PLAN. THERE WERE SEVEN OFFICERS AND ONE KEY EMPLOYEE WHO CONTRIBUTED TO THE PLAN AND THERE WERE NO DISTRIBUTIONS FROM THE PLAN IN CALENDAR YEAR 2020. FORM 990, SCHEDULE J, PART I, LINE 7 SUPPLEMENTAL COMPENSATION INFORMATION NO ONE LISTED IN PART VII, SECTION A, LINE 1A RECEIVED NON-FIXED PAYMENTS DURING CALENDAR YEAR 2020. TWO PERSONS RECEIVED A DISCRETIONARY BONUS FOR ADDITIONAL DUTIES, ONE PERSON RECEIVED A PERFORMANCE BONUS, AND TWO PERSONS RECEIVED WELLNESS INCENTIVE PAYMENTS. A Illinois Finance Authority 861091967 45203HHM7 2012-05-31 104526524 REFUND & NEW CONST, SEE PART VI false false false A 13025000 0 104575017 0 0 0 391389 0 0 60492499 43691129 0 2013 false true true true A false false true true false 0 false false false true A false false true false false false 0 false 0 false true A true FORM 990, SCHEDULE K, PART I, LINE A, COLUMN F THE 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. FORM 990, SCHEDULE K, PART II, LINE 3, COLUMN A THE TOTAL AMOUNT OF $104,575,017 INCLUDES THE ORIGINAL ISSUE PRICE OF $104,526,524 AND $48,493 OF INVESTMENT EARNINGS. FORM 990, SCHEDULE K, PART III, LINE 3B, COLUMN A THE 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 AND 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. FORM 990, SCHEDULE K, PART III, LINE 3C, COLUMN A & B ALTHOUGH 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. FORM 990, SCHEDULE K, PART III, LINES 4-6, COLUMN A ANTICIPATED PRIVATE USE WAS CARVED OUT OF THE BOND FINANCING AND FUNDED WITH EQUITY AT THE TIME OF THE DEBT ISSUANCE. JO ANN ROONEY PRESIDENT PURCHASE RESIDENCE X 200000 81020 false true true 81020 NA N/A 15708 scholarship TUITION ELIZABETH COLLIER SPOUSE OF OFFICER 12000 EMPLOYMENT false JENNIFER BOYLE SPOUSE OF FORMER OFFICER 152713 EMPLOYMENT false FORM 990, SCHEDULE L, PART IV BUSINESS TRANSACTIONS WITH INTERESTED PERSONS ELIZABETH COLLIER, WIFE OF JEREMY LANGFORD, OFFICER, IS EMPLOYED BY THE REPORTING ORGANIZATION. MR. LANGFORD HAS NO DIRECT CONTROL OVER HER COMPENSATION. JENNIFER BOYLE, WIFE OF PATRICK BOYLE, FORMER OFFICER, IS EMPLOYED BY THE REPORTING ORGANIZATION. MR. BOYLE HAS NO DIRECT CONTROL OVER HER COMPENSATION. THE UNIVERSITY HAS ENTERED INTO A CONTRACT FOR $275,000 WITH LYFEBULB. STEPHEN P. SQUINTO, TRUSTEE, IS ON THE BOARD OF DIRECTORS AT LYFEBULB. THE UNIVERSITY IS UNAWARE OF MR. SQUINTO'S OWNERSHIP PERCENTAGE IN LYFEBULB. X 296 46305 COST/SELLING PRICE X 93 3801040 COST/SELLING PRICE X MISCELLANEOUS ITEMS 20 0 COST/SELLING PRICE X HYDROPONICS EQUIPMENT 1 17149 COST/SELLING PRICE false true true FORM 990, SCHEDULE M, PART I, COLUMN B ITEMS REPORTED IN COLUMN B ARE A COMBINATION OF BOTH THE NUMBER OF CONTRIBUTIONS AND NUMBER OF ITEMS RECEIVED. FORM 990, SCHEDULE M, PART I, LINE 32B THIRD PARTY PROCESSING OF CONTRIBUTIONS THE UNIVERSITY MAINTAINS BROKERAGE RELATIONSHIPS TO FACILITATE THE PROCESSING AND SELLING OF SECURITIES RECEIVED FROM DONORS. FORM 990, PART VI, LINE 2 JO ANN ROONEY, PRESIDENT, GREG O'MEARA, TRUSTEE, AND JOHN P. FITZGIBBONS, S.J., TRUSTEE, SIT ON THE BOARD OF AN UNRELATED ORGANIZATION; THEREFORE, THEY HAVE A BUSINESS RELATIONSHIP. FORM 990, PART VI, LINE 11B PROCESS USED TO REVIEW THE FORM 990 THE 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 OF GENERAL ACCOUNTING, 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. ONCE A FINAL DRAFT VERSION OF THE FORM 990 HAS BEEN PRODUCED, IT IS THEN REVIEWED BY THE AUDIT COMMITTEE OF THE BOARD OF TRUSTEES. THE FINAL COMPLETE VERSION OF THE FORM 990 IS THEN 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 MONITORING AND ENFORCEMENT OF COMPLIANCE WITH CONFLICT OF INTEREST POLICY EACH 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 15 PROCESS FOR DETERMINING COMPENSATION EXECUTIVE 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 19 AVAIL OF GOV DOCS, CONFLICT OF INTEREST POLICY, & FIN STMTS TO GENERAL PUBLIC THE 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 EMPLOYEES, & HIGHEST PAID EMPLOYEES FATHER JAMES PREHN, S.J., IS A MEMBER OF THE SOCIETY OF JESUS AND HAS TAKEN A VOW OF POVERTY. DURING CALENDAR YEAR 2020, THE UNIVERSITY PAID COMPENSATION AND BENEFITS IN THE AMOUNT OF $216,234 TO THE SOCIETY OF JESUS, THE FOUNDERS OF LOYOLA UNIVERSITY CHICAGO, FOR HIS SERVICES. CALENDAR YEAR 2020 COMPENSATION FOR CERTAIN LISTED INDIVIDUALS, INCLUDING OFFICERS, REFLECTS REDUCTIONS IN BASE COMPENSATION WHICH OCCURRED AS A RESULT OF UNCERTAINTY DUE TO THE PANDEMIC. FORM 990, PART VIII, LINES 11B AND 11C BUSINESS REVENUES FOR CONFERENCE SERVICES AND THE 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 XI, LINE 9 OTHER CHANGES IN NET ASSETS EXCHANGE RATE GAIN/LOSS 2,498,741 CHANGES IN POST RETIREMENT BENEFIT 18,338,587 LOSS ON PROPERTY DISPOSALS (191,851) --------------- TOTAL 20,645,477 MUNDELEIN COLLEGE 820 N MICHIGAN AVE CHICAGO IL 60611 362179799 EDUCATION IL 501(c)(3) 2 LUC true KRASA FAMILY TRUST PO BOX 803878 CHICAGO IL 60680 366828217 SUPPORT LUC IL 501(c)(3) 12D NA true false false true false false false false false false false false false false false false false false false false KRASA FAMILY TRUST c 195594 CASH