LOYOLA UNIVERSITY MARYLAND INC: Form 990, tax year 2019

View the entire original 990 at ProPublica ↗

Organization
LOYOLA UNIVERSITY MARYLAND INC (EIN 52-0591623)
Tax period
2019-06-01 to 2020-05-31
Filed
2021-04-09
IRS object ID
202110999349300036
Schema version
2019v5.1
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)
Return2021-04-09T14:47:03-05:00ReturnTs
Tax Period End2020-05-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1KPMG LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line18350 Broad Street Suite 900AddressLine1Txt
CityMcLeanCityNm
State AbbreviationVAStateAbbreviationCd
ZIP22102ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2019-06-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN520591623EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1Loyola University Maryland IncBusinessNameLine1Txt
FieldValueIRS element (for citing)
In Care Of% JOHN COPPOLAInCareOfNm
Business Name ControlLOYOBusinessNameControlTxt
Phone4106172917PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line14501 N Charles StreetAddressLine1Txt
CityBaltimoreCityNm
State AbbreviationMDStateAbbreviationCd
ZIP212102699ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonJOHN COPPOLAPersonNm
Person TitleVP FOR FIN/ADMN/TRSRPersonTitleTxt
Phone4106172917PhoneNum
Signature2021-04-06SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonRAYMOND LYPreparerPersonNm
PTINP01205643PTIN
Phone7032868000PhoneNum
Preparation2021-04-06PreparationDt
FieldValueIRS element (for citing)
Tax2019TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerJOHN COPPOLAPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line14501 N Charles StreetAddressLine1Txt
CityBaltimoreCityNm
State AbbreviationMDStateAbbreviationCd
ZIP212102699ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$344,562,582GrossReceiptsAmt
Group Return For AffiliatesfalseGroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website AddressWWW.LOYOLA.EDUWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation1853FormationYr
Legal Domicile StateMDLegalDomicileStateCd
Activity Or MissionLOYOLA UNIVERSITY MARYLAND INC IS A JESUIT CATHOLIC UNIVERSITY COMMITTED TO THE EDUCATIONAL TRADITIONS OF THE SOCIETY OF JESUS AND THE DEVELOPMENT OF THE WHOLE PERSON.ActivityOrMissionDesc
Voting Members Governing Body35VotingMembersGoverningBodyCnt
Voting Members Independent35VotingMembersIndependentCnt
Total Employee3558TotalEmployeeCnt
Total Volunteers0TotalVolunteersCnt
Total Gross UBI$487,427TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$22,108,663PYContributionsGrantsAmt
CY Contributions Grants$19,794,160CYContributionsGrantsAmt
PY Program Service Revenue$269,485,862PYProgramServiceRevenueAmt
CY Program Service Revenue$261,941,998CYProgramServiceRevenueAmt
PY Investment Income$14,684,376PYInvestmentIncomeAmt
CY Investment Income$4,920,477CYInvestmentIncomeAmt
PY Other Revenue$2,215,221PYOtherRevenueAmt
CY Other Revenue$1,790,624CYOtherRevenueAmt
PY Total Revenue$308,494,122PYTotalRevenueAmt
CY Total Revenue$288,447,259CYTotalRevenueAmt
PY Grants And Similar Paid$87,019,830PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$95,834,812CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$0PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$119,651,015PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$105,373,742CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$5,271PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$37,885CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$4,590,307CYTotalFundraisingExpenseAmt
PY Other Expenses$92,752,836PYOtherExpensesAmt
CY Other Expenses$83,996,610CYOtherExpensesAmt
PY Total Expenses$299,428,952PYTotalExpensesAmt
CY Total Expenses$285,243,049CYTotalExpensesAmt
PY Revenues Less Expenses$9,065,170PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$3,204,210CYRevenuesLessExpensesAmt
Total Assets BOY$674,489,171TotalAssetsBOYAmt
Total Assets EOY$700,282,931TotalAssetsEOYAmt
Total Liabilities BOY$171,931,909TotalLiabilitiesBOYAmt
Total Liabilities EOY$192,982,350TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$502,557,262NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$507,300,581NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part IIIYes (X)InfoInScheduleOPartIIIInd
MissionLOYOLA UNIVERSITY MARYLAND INC IS A JESUIT CATHOLIC UNIVERSITY COMMITTED TO THE EDUCATIONAL AND SPIRITUAL TRADITIONS OF THE SOCIETY OF JESUS AND TO THE IDEALS OF LIBERAL EDUCATION AND THE DEVELOPMENT OF THE WHOLE PERSON. ACCORDINGLY, THE UNIVERSITY WILL INSPIRE STUDENTS TO LEARN, LEAD AND SERVE IN A DIVERSE AND CHANGING WORLD.MissionDesc
Significant New Program SrvcfalseSignificantNewProgramSrvcInd
Significant ChangefalseSignificantChangeInd
Expense$160,848,396ExpenseAmt
Grant$95,834,812GrantAmt
Revenue$216,428,206RevenueAmt
DescInstruction of 3,925 undergraduate and 1,548 graduate students (5,473 students).Desc

Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp

FieldValueIRS element (for citing)
Expense$35,976,673ExpenseAmt
Revenue$6,561,373RevenueAmt
DescProviding academic and support services to students (5,473 students).Desc

Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp

FieldValueIRS element (for citing)
Expense$37,631,876ExpenseAmt
Revenue$40,071,183RevenueAmt
DescHousing, food service, and other student servicesDesc

Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp

FieldValueIRS element (for citing)
Expense$3,417,353ExpenseAmt
DescResearch and development and public service prgmsDesc
FieldValueIRS element (for citing)
Total Other Prog Srvc Expense$3,417,353TotalOtherProgSrvcExpenseAmt
Total Program Service Expenses$237,874,298TotalProgramServiceExpensesAmt
Described In Section501c3Yes (true)DescribedInSection501c3Ind
Schedule B RequiredYes (true)ScheduleBRequiredInd
Political Campaign ActyfalsePoliticalCampaignActyInd
Lobbying ActivitiesYes (true)LobbyingActivitiesInd
Subject To Proxy TaxfalseSubjectToProxyTaxInd
Donor Advised FundfalseDonorAdvisedFundInd
Conservation EasementsfalseConservationEasementsInd
Collections Of ArtYes (true)CollectionsOfArtInd
Credit CounselingfalseCreditCounselingInd
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 FootnoteYes (true)IncludeFIN48FootnoteInd
Independent Audit Fincl StmtYes (true)IndependentAuditFinclStmtInd
Consolidated Audit Fincl StmtfalseConsolidatedAuditFinclStmtInd
School OperatingYes (true)SchoolOperatingInd
Foreign OfficeYes (true)ForeignOfficeInd
Foreign ActivitiesYes (true)ForeignActivitiesInd
More Than5000 K To OrgfalseMoreThan5000KToOrgInd
More Than5000 K To IndividualsYes (true)MoreThan5000KToIndividualsInd
Professional FundraisingYes (true)ProfessionalFundraisingInd
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 OutstandingfalseLoanOutstandingInd
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 ContributionfalseDeductibleArtContributionInd
Terminate OperationsfalseTerminateOperationsInd
Partial LiquidationfalsePartialLiquidationInd
Disregarded EntityfalseDisregardedEntityInd
Related EntityYes (true)RelatedEntityInd
Related Organization Ctrl EntfalseRelatedOrganizationCtrlEntInd
Trnsfr Exmpt Non Chrtbl Rltd OrgfalseTrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted PrtshpfalseActivitiesConductedPrtshpInd
Schedule O RequiredYes (true)ScheduleORequiredInd
IRP Document565IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld ComplianceYes (true)BackupWthldComplianceInd
Employee3558EmployeeCnt
Employment Tax Returns FiledYes (true)EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over LimitYes (true)UnrelatedBusIncmOverLimitInd
Form990 T FiledYes (true)Form990TFiledInd
Foreign Financial AccountYes (true)ForeignFinancialAccountInd
Foreign CountryBEForeignCountryCd
Foreign CountryEIForeignCountryCd
Foreign CountrySPForeignCountryCd
Foreign CountryTHForeignCountryCd
Foreign CountryUKForeignCountryCd
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 Member35IndependentVotingMemberCnt
Family Or Business RlnfalseFamilyOrBusinessRlnInd
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 CEOfalseCompensationProcessCEOInd
Compensation Process OtherYes (true)CompensationProcessOtherInd
Investment In Joint VenturefalseInvestmentInJointVentureInd
States Where Copy Of Return Is FldMDStatesWhereCopyOfReturnIsFldCd
Own WebsiteYes (X)OwnWebsiteInd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

FieldValueIRS element (for citing)
PersonJOHN COPPOLAPersonNm
Phone4106172917PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line14501 N CHARLES STREETAddressLine1Txt
CityBALTIMORECityNm
State AbbreviationMDStateAbbreviationCd
ZIP212102699ZIPCd
FieldValueIRS element (for citing)
Info In Schedule O Part VIIYes (X)InfoInScheduleOPartVIIInd

Form990 Part VII Section A Form990PartVIISectionAGrp (55 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtAverage Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRtHighest Compensated EmployeeHighestCompensatedEmployeeIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtOfficerOfficerIndKey EmployeeKeyEmployeeIndFormer Ofcr Director TrusteeFormerOfcrDirectorTrusteeIndIndividual Trustee Or DirectorIndividualTrusteeOrDirectorInd
CHARLES TOOMEY
HEAD COACH MEN'S LACROSSE50.00.0Yes (X)$326,969$0$48,732
RANDALL D GENTZLER
VICE PRESIDENT50.00.0$333,213$0$40,090Yes (X)
KATHLEEN A GETZ
DEAN50.00.0$328,973$0$39,097Yes (X)
TERRENCE M SAWYER
VICE PRESIDENT50.00.0$319,393$0$46,466Yes (X)
TAVARAS HARDY
HEAD COACH MEN'S BASKETBALL50.00.0Yes (X)$286,190$0$40,871
KARYL LEGGIO
PROFESSOR/ FORMER DEAN50.00.0$267,189$0$37,602Yes (X)
AMANDA M THOMAS
VICE PRESIDENT50.00.0$249,557$0$44,790Yes (X)
JOSEPH LOGAN
HEAD COACH WOMEN'S BASKETBALL50.00.0Yes (X)$243,522$0$44,238
DONNA WOODRUFF
DIRECTOR OF ATHLETICS50.00.0Yes (X)$262,800$0$8,384
JENNIFER ADAMS
HEAD COACH WOMEN'S LACROSSE50.00.0Yes (X)$234,221$0$26,799
DONELDA A COOK
VICE PRESIDENT50.00.0$223,300$0$28,330Yes (X)
ROBERT D KELLY
VICE PRESIDENT50.00.0$228,875$0$21,266Yes (X)
JOSHUA S SMITH
DEAN50.00.0$205,293$0$39,206Yes (X)
STEPHEN E FOWL
DEAN50.00.0$199,469$0$32,914Yes (X)
MARK L LINDENMEYER
Vice President(Until 06/19)50.00.0$205,457$0$20,681Yes (X)
ERIC NICHOLS
VICE PRESIDENT50.00.0$199,215$0$20,116Yes (X)
AMY WOLFSON
PROFESSOR/FORMER VP50.00.0$181,567$0$31,620Yes (X)
BRIAN F LINNANE SJ
TRUSTEE & PRESIDENT0.50.0$0$0$20,560Yes (X)Yes (X)
RONAL J AMIOT SJ
TRUSTEE0.50.0$0$0$0Yes (X)
KENNETH F BOEHL
TRUSTEE0.50.0$0$0$0Yes (X)
ANTHEA BUTLER
TRUSTEE0.50.0$0$0$0Yes (X)
JOSEPH E CARNEY
TRUSTEE0.50.0$0$0$0Yes (X)
ROBERT CAWLEY
TRUSTEE0.50.0$0$0$0Yes (X)
JOSEPH COSTANTINO SJ
TRUSTEE0.50.0$0$0$0Yes (X)
CIANA CREIGHTON
TRUSTEE0.50.0$0$0$0Yes (X)
ANTHONY I DAY
TRUSTEE0.50.0$0$0$0Yes (X)
SUSAN M DONOVAN
TRUSTEE0.50.0$0$0$0Yes (X)
PAUL G EIBELER
TRUSTEE0.50.0$0$0$0Yes (X)
SHARON A EUART RSM
TRUSTEE0.50.0$0$0$0Yes (X)
MARY FANNING RSM
TRUSTEE0.50.0$0$0$0Yes (X)
MIKE B FERNANDEZ
TRUSTEE0.50.0$0$0$0Yes (X)
JAMES D FORBES
TRUSTEE0.50.0$0$0$0Yes (X)
CARRIE FOX
TRUSTEE0.50.0$0$0$0Yes (X)
GREGORY J GAILIUS
TRUSTEE0.50.0$0$0$0Yes (X)
KEVIN GILLEPSIE SJ
TRUSTEE0.50.0$0$0$0Yes (X)
ELAINE GRILLO
TRUSTEE0.50.0$0$0$0Yes (X)
H EDWARD HANWAY
TRUSTEE0.50.0$0$0$0Yes (X)
GERARD E HOLTHAUS
TRUSTEE0.50.0$0$0$0Yes (X)
JAMES F KEENAN SJ
TRUSTEE0.50.0$0$0$0Yes (X)
GREGORY KELLY
TRUSTEE0.50.0$0$0$0Yes (X)
JJ MATTHEWS
TRUSTEE0.50.0$0$0$0Yes (X)
DAVID METZGER
TRUSTEE0.50.0$0$0$0Yes (X)
MARK W MULLIN
TRUSTEE0.50.0$0$0$0Yes (X)
JEFFREY A NATTANS
TRUSTEE0.50.0$0$0$0Yes (X)
KAREN P PHILIPPOU
TRUSTEE0.50.0$0$0$0Yes (X)
DANIEL RIZZO
TRUSTEE0.50.0$0$0$0Yes (X)
MAURA RYAN
TRUSTEE0.50.0$0$0$0Yes (X)
MARY ANN SCULLY
TRUSTEE0.50.0$0$0$0Yes (X)
JAMES S SKESAVAGE JR
TRUSTEE0.50.0$0$0$0Yes (X)
STEPHON SMITH
TRUSTEE0.50.0$0$0$0Yes (X)
ARUN SUBHAS
TRUSTEE0.50.0$0$0$0Yes (X)
ROBERT TROSSET
TRUSTEE0.50.0$0$0$0Yes (X)
ROGER WAESCHE
TRUSTEE0.50.0$0$0$0Yes (X)
CURTIS WILSON
TRUSTEE0.50.0$0$0$0Yes (X)
JOHN A WOLF
TRUSTEE0.50.0$0$0$0Yes (X)
FieldValueIRS element (for citing)
Total Reportable Comp From Org$4,295,203TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$0TotReportableCompRltdOrgAmt
Total Other Compensation$591,762TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K195IndivRcvdGreaterThan100KCnt
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/AddressLine1TxtCityContractorAddress/USAddress/CityNmState AbbreviationContractorAddress/USAddress/StateAbbreviationCdZIPContractorAddress/USAddress/ZIPCdServicesServicesDescCompensationCompensationAmt
Parkhurst Dining
PO Box 644091PITTSBURGHPA15264Food Svc Operations$14,145,520
Merritt Properties LLC
2066 Lord Baltimore DriveBALTIMOREMD21244Property Mgmt / Rent$1,954,256
Jeffrey Brown Contracting LLC
400 East Joppa Road Suite 400TOWSONMD21286Construction$1,276,952
Turner Roofing Co Inc
11150 Pulaski HighwayWHITE MARSHMD21162Construction$1,097,874
Johnson Controls
PO Box 730068DALLASTX75373HVAC Maintenance$1,021,437
FieldValueIRS element (for citing)
Cntrct Rcvd Greater Than100 K93CntrctRcvdGreaterThan100KCnt
Fundraising$168,333FundraisingAmt
Government Grants$10,328,274GovernmentGrantsAmt
All Other Contributions$9,297,553AllOtherContributionsAmt
Noncash Contributions$2,756,332NoncashContributionsAmt
Total Contributions$19,794,160TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp (5 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmtUnrelated Business RevenueUnrelatedBusinessRevenueAmtExclusionExclusionAmt
TUITION AND FEES900099$216,428,205$216,428,205
RESIDENCE, FOOD SERVICE, TELEPHONE900099$40,071,183$40,071,183
SPECIAL EDUCATION PROGRAMS900099$894,194$894,194
ID CARDS, ORIENTATION, PARKING900099$996,111$996,111
ATHLETICS, CONFERENCES, OTHER AUX900099$2,202,940$567,265$51,110$1,584,565

Total Oth Program Service Rev TotalOthProgramServiceRevGrp

FieldValueIRS element (for citing)
Total Revenue Column$1,349,365TotalRevenueColumnAmt
Related Or Exempt Func Income$1,349,365RelatedOrExemptFuncIncomeAmt
FieldValueIRS element (for citing)
Total Program Service Revenue$261,941,998TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$4,917,461TotalRevenueColumnAmt
Unrelated Business Revenue$436,317UnrelatedBusinessRevenueAmt
Exclusion$4,481,144ExclusionAmt

Incm From Invest Bond Proceeds IncmFromInvestBondProceedsGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt

Royalties Revenue RoyaltiesRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$73,902TotalRevenueColumnAmt
Exclusion$73,902ExclusionAmt

Gross Rents GrossRentsGrp

FieldValueIRS element (for citing)
Real$603,924RealAmt

Rental Income Or Loss RentalIncomeOrLossGrp

FieldValueIRS element (for citing)
Real$603,924RealAmt
Personal$0PersonalAmt

Net Rental Income Or Loss NetRentalIncomeOrLossGrp

FieldValueIRS element (for citing)
Total Revenue Column$603,924TotalRevenueColumnAmt
Exclusion$603,924ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$55,845,892SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$55,842,876SecuritiesAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities$3,016SecuritiesAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column$3,016TotalRevenueColumnAmt
Exclusion$3,016ExclusionAmt
FieldValueIRS element (for citing)
Fundraising Gross Income$266,481FundraisingGrossIncomeAmt
Contri Rpt Fundraising Event$168,333ContriRptFundraisingEventAmt
Fundraising Direct Expenses$272,447FundraisingDirectExpensesAmt

Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp

FieldValueIRS element (for citing)
Total Revenue Column-$5,966TotalRevenueColumnAmt
Exclusion-$5,966ExclusionAmt
FieldValueIRS element (for citing)
Gaming Gross Income$0GamingGrossIncomeAmt
Gaming Direct Expenses$0GamingDirectExpensesAmt

Net Income From Gaming NetIncomeFromGamingGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt
FieldValueIRS element (for citing)
Gross Sales Of Inventory$0GrossSalesOfInventoryAmt
Cost Of Goods Sold$0CostOfGoodsSoldAmt

Net Income Or Loss NetIncomeOrLossGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt

Other Revenue Misc OtherRevenueMiscGrp

FieldValueIRS element (for citing)
DescMISCELLANEOUSDesc
Business900099BusinessCd
Total Revenue Column$1,118,764TotalRevenueColumnAmt
Related Or Exempt Func Income$1,118,764RelatedOrExemptFuncIncomeAmt
FieldValueIRS element (for citing)
Other Revenue Total$1,118,764OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$288,447,259TotalRevenueColumnAmt
Related Or Exempt Func Income$261,425,087RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$487,427UnrelatedBusinessRevenueAmt
Exclusion$6,740,585ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Grants To Domestic Individuals GrantsToDomesticIndividualsGrp

FieldValueIRS element (for citing)
Total$95,356,562TotalAmt
Program Services$95,356,562ProgramServicesAmt

Foreign Grants ForeignGrantsGrp

FieldValueIRS element (for citing)
Total$478,250TotalAmt
Program Services$478,250ProgramServicesAmt

Benefits To Members BenefitsToMembersGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$3,499,461TotalAmt
Program Services$2,408,920ProgramServicesAmt
Management And General$771,395ManagementAndGeneralAmt
Fundraising$319,146FundraisingAmt

Comp Disqual Persons CompDisqualPersonsGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$83,962,439TotalAmt
Program Services$67,585,905ProgramServicesAmt
Management And General$13,637,891ManagementAndGeneralAmt
Fundraising$2,738,643FundraisingAmt

Pension Plan Contributions PensionPlanContributionsGrp

FieldValueIRS element (for citing)
Total$6,198,850TotalAmt
Program Services$3,888,444ProgramServicesAmt
Management And General$2,150,111ManagementAndGeneralAmt
Fundraising$160,295FundraisingAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$5,834,218TotalAmt
Program Services$3,685,647ProgramServicesAmt
Management And General$2,004,975ManagementAndGeneralAmt
Fundraising$143,596FundraisingAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$5,878,774TotalAmt
Program Services$4,535,173ProgramServicesAmt
Management And General$1,140,161ManagementAndGeneralAmt
Fundraising$203,440FundraisingAmt

Fees For Services Management FeesForServicesManagementGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$383,136TotalAmt
Management And General$383,136ManagementAndGeneralAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$232,480TotalAmt
Management And General$232,480ManagementAndGeneralAmt

Fees For Services Lobbying FeesForServicesLobbyingGrp

FieldValueIRS element (for citing)
Total$32,477TotalAmt
Program Services$32,477ProgramServicesAmt

Fees For Services Prof Fundraising FeesForServicesProfFundraising

FieldValueIRS element (for citing)
Total$37,885TotalAmt
Fundraising$37,885FundraisingAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

FieldValueIRS element (for citing)
Total$1,479,082TotalAmt
Program Services$332ProgramServicesAmt
Management And General$1,478,750ManagementAndGeneralAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$22,223,997TotalAmt
Program Services$19,032,308ProgramServicesAmt
Management And General$2,983,413ManagementAndGeneralAmt
Fundraising$208,276FundraisingAmt

Advertising AdvertisingGrp

FieldValueIRS element (for citing)
Total$2,008,025TotalAmt
Program Services$919,798ProgramServicesAmt
Management And General$1,004,906ManagementAndGeneralAmt
Fundraising$83,321FundraisingAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$4,869,830TotalAmt
Program Services$2,123,387ProgramServicesAmt
Management And General$2,618,609ManagementAndGeneralAmt
Fundraising$127,834FundraisingAmt

Information Technology InformationTechnologyGrp

FieldValueIRS element (for citing)
Total$4,866,904TotalAmt
Program Services$1,354,540ProgramServicesAmt
Management And General$3,483,578ManagementAndGeneralAmt
Fundraising$28,786FundraisingAmt

Royalties RoyaltiesGrp

FieldValueIRS element (for citing)
Total$6,265TotalAmt
Program Services$6,265ProgramServicesAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$8,323,443TotalAmt
Program Services$3,089,946ProgramServicesAmt
Management And General$5,233,497ManagementAndGeneralAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$3,945,279TotalAmt
Program Services$3,391,754ProgramServicesAmt
Management And General$479,151ManagementAndGeneralAmt
Fundraising$74,374FundraisingAmt

Pymt Travel Entrtnmnt Pub Ofcl PymtTravelEntrtnmntPubOfclGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$712,663TotalAmt
Program Services$628,337ProgramServicesAmt
Management And General$23,326ManagementAndGeneralAmt
Fundraising$61,000FundraisingAmt

Interest InterestGrp

FieldValueIRS element (for citing)
Total$5,117,459TotalAmt
Program Services$5,106,783ProgramServicesAmt
Management And General$10,676ManagementAndGeneralAmt

Payments To Affiliates PaymentsToAffiliatesGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$11,284,427TotalAmt
Program Services$10,364,922ProgramServicesAmt
Management And General$831,311ManagementAndGeneralAmt
Fundraising$88,194FundraisingAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$1,799,207TotalAmt
Program Services$36,334ProgramServicesAmt
Management And General$1,762,873ManagementAndGeneralAmt

Other Expenses OtherExpensesGrp (3 entries)

DescDescTotalTotalAmtProgram ServicesProgramServicesAmtManagement And GeneralManagementAndGeneralAmtFundraisingFundraisingAmt
STUDY ABROAD TUITION$4,123,593$4,123,593
LIBRARY OPERATIONS$3,626,512$3,626,512
ALL OTHER EXPENSES$8,961,831$6,098,109$2,548,205$315,517

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$285,243,049TotalAmt
Program Services$237,874,298ProgramServicesAmt
Management And General$42,778,444ManagementAndGeneralAmt
Fundraising$4,590,307FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$29,000BOYAmt
EOY$34,000EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$32,700,700BOYAmt
EOY$28,367,105EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

FieldValueIRS element (for citing)
BOY$11,359,198BOYAmt
EOY$9,453,114EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$3,663,435BOYAmt
EOY$3,606,037EOYAmt

Receivables From Officers Etc ReceivablesFromOfficersEtcGrp

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

Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp

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

Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp

FieldValueIRS element (for citing)
BOY$1,603,816BOYAmt
EOY$1,249,359EOYAmt

Inventories For Sale Or Use InventoriesForSaleOrUseGrp

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

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$3,255,207BOYAmt
EOY$26,628,942EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$522,720,148LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$211,581,161LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$309,653,406BOYAmt
EOY$311,138,987EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$156,585,599BOYAmt
EOY$154,529,085EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

FieldValueIRS element (for citing)
BOY$140,726,242BOYAmt
EOY$150,771,566EOYAmt

Investments Program Related InvestmentsProgramRelatedGrp

FieldValueIRS element (for citing)
BOY$1,229,480BOYAmt
EOY$1,032,141EOYAmt

Intangible Assets IntangibleAssetsGrp

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

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
BOY$13,683,088BOYAmt
EOY$13,472,595EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$674,489,171BOYAmt
EOY$700,282,931EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$28,878,169BOYAmt
EOY$21,405,207EOYAmt

Grants Payable GrantsPayableGrp

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

Deferred Revenue DeferredRevenueGrp

FieldValueIRS element (for citing)
BOY$6,460,623BOYAmt
EOY$14,162,166EOYAmt

Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$128,526,613BOYAmt
EOY$151,791,262EOYAmt

Escrow Account Liability EscrowAccountLiabilityGrp

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

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$0BOYAmt
EOY$0EOYAmt

Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp

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

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$8,066,504BOYAmt
EOY$5,623,715EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$171,931,909BOYAmt
EOY$192,982,350EOYAmt
FieldValueIRS element (for citing)
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind

No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$350,262,199BOYAmt
EOY$353,939,715EOYAmt

Donor Restriction Net Assets DonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$152,295,063BOYAmt
EOY$153,360,866EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$502,557,262BOYAmt
EOY$507,300,581EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$674,489,171BOYAmt
EOY$700,282,931EOYAmt
FieldValueIRS element (for citing)
Info In Schedule O Part XIYes (X)InfoInScheduleOPartXIInd
Reconcilation Revenue Expnss$3,204,210ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst$1,649,306NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets-$110,197OtherChangesInNetAssetsAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or ReviewfalseAccountantCompileOrReviewInd
FS AuditedYes (true)FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

FieldValueIRS element (for citing)
Separate Basis Fincl StmtYes (X)SeparateBasisFinclStmtInd
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$17,989,197CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$20,068,803CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$23,462,404CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$22,108,663CurrentTaxYearMinus1YearAmt
Current Tax Year$19,794,160CurrentTaxYearAmt
Total$103,423,227TotalAmt

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$17,989,197CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$20,068,803CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$23,462,404CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$22,108,663CurrentTaxYearMinus1YearAmt
Current Tax Year$19,794,160CurrentTaxYearAmt
Total$103,423,227TotalAmt
FieldValueIRS element (for citing)
Substantial Contributors Tot$2,404,050SubstantialContributorsTotAmt
Public Support Total170$101,019,177PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$3,971,048CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$4,098,483CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$4,463,622CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$8,245,827CurrentTaxYearMinus1YearAmt
Current Tax Year$5,595,287CurrentTaxYearAmt
Total$26,374,267TotalAmt

Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp

FieldValueIRS element (for citing)
Total$0TotalAmt

Other Income170 OtherIncome170Grp

FieldValueIRS element (for citing)
Total$0TotalAmt
FieldValueIRS element (for citing)
Total Support$129,797,494TotalSupportAmt
Gross Receipts Rltd Activities$1,315,369,562GrossReceiptsRltdActivitiesAmt
Public Support CY1700.77828PublicSupportCY170Pct
Public Support PY1700.79560PublicSupportPY170Pct
Thirty Thr Pct Suprt Tests CY170Yes (X)ThirtyThrPctSuprtTestsCY170Ind

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)
Total Grassroots LobbyingTotalGrassrootsLobbyingGrp
Total Direct LobbyingTotalDirectLobbyingGrp
Total Lobbying ExpendTotalLobbyingExpendGrp
Other Exempt Purpose ExpendOtherExemptPurposeExpendGrp
Total Exempt Purpose ExpendTotalExemptPurposeExpendGrp
Lobbying Nontaxable AmountLobbyingNontaxableAmountGrp
Grassroots NontaxableGrassrootsNontaxableGrp
Tot Lbbyng Grassroot Mns Non TxTotLbbyngGrassrootMnsNonTxGrp
Tot Lbby Expend Mns Lbbyng Non TxTotLbbyExpendMnsLbbyngNonTxGrp
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$43,920DirectContactLegislatorsAmt
Rallies DemonstrationsfalseRalliesDemonstrationsInd
Other ActivitiesfalseOtherActivitiesInd
Total Lobbying Expenditures$43,920TotalLobbyingExpendituresAmt

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferenceSCHEDULE C, PART II-B, LINE 1GFormAndLineReferenceDesc
ExplanationTHE UNIVERSITY UTILIZED THE SERVICES OF A CONSULTING FIRM TO ASSIST WITH LOBBYING ACTIVITIES AND ALSO HAS AN EMPLOYEE WHO SPENDS A SMALL PORTION OF THEIR TIME IN THE SAME REGARD. THESE LOBBYING ACTIVITIES ARE TYPICALLY PERFORMED IN STATE AND LOCAL VENUES, BUT MAY ESCALATE IN CERTAIN SITUATIONS TO THE FEDERAL LEVEL. THESE ACTIVITIES TO DO NOT CONSTITUTE A SIGNIFICANT PORTION OF THE UNIVERSITY'S ACTIVITIES.ExplanationTxt

Schedule D IRS990ScheduleD

Art Public Exhibition Amounts ArtPublicExhibitionAmountsGrp

FieldValueIRS element (for citing)
Revenues Included$0RevenuesIncludedAmt
Assets Included$96,398AssetsIncludedAmt
FieldValueIRS element (for citing)
Held Works ArtHeldWorksArtGrp
Collection Used Pub ExhibitionYes (X)CollectionUsedPubExhibitionInd
Solicited Assets SalefalseSolicitedAssetsSaleInd
Agent Trustee EtcfalseAgentTrusteeEtcInd

CY Endwmt Fund CYEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$224,629,485BeginningYearBalanceAmt
Contributions$16,509,330ContributionsAmt
Investment Earnings Or Losses$3,874,544InvestmentEarningsOrLossesAmt
Grants Or Scholarships$3,047,960GrantsOrScholarshipsAmt
Other Expenditures$7,930,181OtherExpendituresAmt
Administrative Expenses$1,479,082AdministrativeExpensesAmt
End Year Balance$232,556,136EndYearBalanceAmt

CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$228,151,432BeginningYearBalanceAmt
Contributions$4,229,803ContributionsAmt
Investment Earnings Or Losses$4,224,500InvestmentEarningsOrLossesAmt
Grants Or Scholarships$2,889,242GrantsOrScholarshipsAmt
Other Expenditures$7,707,814OtherExpendituresAmt
Administrative Expenses$1,379,194AdministrativeExpensesAmt
End Year Balance$224,629,485EndYearBalanceAmt

CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$214,865,828BeginningYearBalanceAmt
Contributions$6,801,423ContributionsAmt
Investment Earnings Or Losses$18,044,051InvestmentEarningsOrLossesAmt
Grants Or Scholarships$2,669,955GrantsOrScholarshipsAmt
Other Expenditures$7,562,145OtherExpendituresAmt
Administrative Expenses$1,327,770AdministrativeExpensesAmt
End Year Balance$228,151,432EndYearBalanceAmt

CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$192,806,133BeginningYearBalanceAmt
Contributions$7,291,690ContributionsAmt
Investment Earnings Or Losses$25,413,645InvestmentEarningsOrLossesAmt
Grants Or Scholarships$2,203,376GrantsOrScholarshipsAmt
Other Expenditures$7,127,978OtherExpendituresAmt
Administrative Expenses$1,314,286AdministrativeExpensesAmt
End Year Balance$214,865,828EndYearBalanceAmt

CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$206,254,056BeginningYearBalanceAmt
Contributions$4,159,704ContributionsAmt
Investment Earnings Or Losses-$7,038,377InvestmentEarningsOrLossesAmt
Grants Or Scholarships$2,346,002GrantsOrScholarshipsAmt
Other Expenditures$7,342,971OtherExpendituresAmt
Administrative Expenses$880,277AdministrativeExpensesAmt
End Year Balance$192,806,133EndYearBalanceAmt
FieldValueIRS element (for citing)
Board Designated Balance EOY0.50820BoardDesignatedBalanceEOYPct
Prmnnt Endowment Balance EOY0.49180PrmnntEndowmentBalanceEOYPct
Endowments Held Unrelated OrgfalseEndowmentsHeldUnrelatedOrgInd
Endowments Held Related OrgfalseEndowmentsHeldRelatedOrgInd

Land LandGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$27,068,297OtherCostOrOtherBasisAmt
Book Value$27,068,297BookValueAmt

Buildings BuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$433,355,061OtherCostOrOtherBasisAmt
Depreciation$172,778,967DepreciationAmt
Book Value$260,576,094BookValueAmt
FieldValueIRS element (for citing)
Leasehold ImprovementsLeaseholdImprovementsGrp

Equipment EquipmentGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$39,652,618OtherCostOrOtherBasisAmt
Depreciation$37,783,419DepreciationAmt
Book Value$1,869,199BookValueAmt

Other Land Buildings OtherLandBuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$22,644,172OtherCostOrOtherBasisAmt
Depreciation$1,018,775DepreciationAmt
Book Value$21,625,397BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$311,138,987TotalBookValueLandBuildingsAmt
Financial DerivativesFinancialDerivativesGrp
Closely Held Equity InterestsCloselyHeldEquityInterestsGrp

Other Securities OtherSecuritiesGrp (6 entries)

DescDescBook ValueBookValueAmtMethod ValuationMethodValuationCd
HEDGE FDS: MULTI-STRATEGY FDS$21,885,682F
HEDGE FDS: NONAGENCY RES MBS$7,901,850F
HEDGE FDS: LONG/SHORT$28,650,160F
PRIVATE EQUITY$48,416,129F
EQUITY FUNDS$42,553,693F
OTHER$1,364,052F
FieldValueIRS element (for citing)
Total Book Value Securities$150,771,566TotalBookValueSecuritiesAmt
Federal Income Tax Liability$0FederalIncomeTaxLiabilityAmt

Other Liabilities Org OtherLiabilitiesOrgGrp (4 entries)

DescDescAmtAmt
ASSET RETIREMENT OBLIGATION$3,009,560
PERKINS LOAN FUND$2,247,279
ANNUITY LIABILITY$359,075
POOLED INCOME LIABILITY$7,801
FieldValueIRS element (for citing)
Total Liability$5,623,715TotalLiabilityAmt
Footnote TextYes (X)FootnoteTextInd
Total Rev Etc Audited Fincl Stmt$193,055,118TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst$1,649,306NetUnrealizedGainsInvstAmt
Other Revenue$272,447OtherRevenueAmt
Revenue Not Reported$1,921,753RevenueNotReportedAmt
Revenue Subtotal$191,133,365RevenueSubtotalAmt
Investment Expenses Not Incld$1,479,082InvestmentExpensesNotIncldAmt
Other Revenues Not Included$95,834,812OtherRevenuesNotIncludedAmt
Revenue Not Reported Fincl Stmt$97,313,894RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990$288,447,259TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$188,201,602TotExpnsEtcAuditedFinclStmtAmt
Other Expenses Included$272,447OtherExpensesIncludedAmt
Expenses Not Reported$272,447ExpensesNotReportedAmt
Expenses Subtotal$187,929,155ExpensesSubtotalAmt
Investment Expenses Not Incld2$1,479,082InvestmentExpensesNotIncld2Amt
Other Expenses Not Included$95,834,812OtherExpensesNotIncludedAmt
Expenses Not Rpt Fincl Stmt$97,313,894ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990$285,243,049TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail (5 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
SCHEDULE D, PART V, LINE 4THE UNIVERSITY'S ENDOWMENT FUND HELPS PROVIDE AFFORDABLE EDUCATION TO STUDENTS BY PROVIDING FUNDS FOR FINANCIAL AID AND BY SUPPORTING THE OPERATIONS OF THE UNIVERSITY.
SCHEDULE D, PART X, LINE 2THE UNIVERSITY IS QUALIFIED AS A NOT-FOR-PROFIT ORGANIZATION UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE, AS AMENDED. ACCORDINGLY, THE UNIVERSITY IS NOT SUBJECT TO INCOME TAXES EXCEPT TO THE EXTENT IT HAS TAXABLE INCOME FROM ACTIVITIES THAT ARE NOT RELATED TO ITS EXEMPT PURPOSE. NO PROVISION FOR INCOME TAXES WAS REQUIRED FOR FISCAL YEARS 2020 OR 2019. ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA REQUIRE MANAGEMENT TO EVALUATE TAX POSITIONS TAKEN BY THE UNIVERSITY AND RECOGNIZE A TAX LIABILITY (OR ASSET) IF THE UNIVERSITY HAS TAKEN AN UNCERTAIN TAX POSITION THAT MORE LIKELY THAN NOT WOULD NOT BE SUSTAINED UPON EXAMINATION BY THE IRS. MANAGEMENT HAS ANALYZED THE TAX POSITIONS TAKEN BY THE UNIVERSITY, AND HAS CONCLUDED THAT AS OF MAY 31, 2020, THERE ARE NO UNCERTAIN POSITIONS TAKEN OR EXPECTED TO BE TAKEN THAT WOULD REQUIRE RECOGNITION OF A LIABILITY (OR ASSET) OR DISCLOSURE IN THE FINANCIAL STATEMENTS. THE UNIVERSITY IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS; THERE ARE CURRENTLY NO TAX AUDITS OF THE FINANCIAL STATEMENTS FOR ANY TAX PERIODS IN PROGRESS.
SCHEDULE D PART XI LINE 2BDIRECT FUNDRAISING EXPENSE 272,447 SCHEDULE D PART XI LINE 4B FINANCIAL AID EXPENSE 95,834,812
FORM SCH D PART XII LINE 2DDIRECT FUNDRAISING EXPENSE 272,447
FORM SCH D PART XII LINE 4BFINANCIAL AID EXPENSE 95,834,812

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

FieldValueIRS element (for citing)
Form And Line ReferenceSCHEDULE E, LINE 3FormAndLineReferenceDesc
ExplanationLOYOLA UNIVERSITY MARYLAND DOES NOT DISCRIMINATE ON THE BASIS OF RACE, SEX, COLOR, NATIONAL OR ETHNIC ORIGIN, AGE, RELIGION, DISABILITY,MARITAL STATUS, SEXUAL ORIENTATION, GENETIC INFORMATION, MILITARY STATUS, OR ANY OTHER LEGALLY PROTECTED CLASSIFICATION IN THE ADMINISTRATION OF ANY OF ITS EDUCATIONAL PROGRAMS AND ACTIVITIES OR WITH RESPECT TO ADMISSION OR EMPLOYMENT. LOYOLA UNIVERSITY MARYLAND FOLLOWS A RACIALLY NONDISCRIMINATION POLICY AND PUBLISHES IT ON THE UNIVERSITY WEBSITE. THE DESIGNATED COMPLIANCE OFFICER TO ENSURE COMPLIANCE WITH TITLE IX OF THE EDUCATION AMENDMENTS OF 1972, AS AMENDED, IS KATHLEEN PARNELL, ASSOCIATE VICE PRESIDENT FOR HUMAN RESOURCES, 5000 YORK ROAD, ROOM 204, 410-617-2354. THE COORDINATOR TO ENSURE COMPLIANCE WITH SECTION 504 OF THE REHABILITATION ACT OF 1973, AS AMENDED, IS KATHLEEN PARNELL, ASSOCIATE VICE PRESIDENT FOR HUMAN RESOURCES, 5000 YORK ROAD, ROOM 204,410-617-2354. LOYOLA UNIVERSITY MARYLAND IS AUTHORIZED UNDER FEDERAL LAW TO ENROLL NON-IMMIGRANT, ALIEN STUDENTS. THIS PUBLICATION DOES NOT CONSTITUTE AN EXPRESSED OR IMPLIED CONTRACT. LOYOLA RESERVES THE RIGHT TO AMEND OR RESCIND THIS PUBLICATION AT ANY TIME.ExplanationTxt

Schedule F IRS990ScheduleF

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

Account Activities Outside US AccountActivitiesOutsideUSGrp (14 entries)

RegionRegionTxtType Of Activities ConductedTypeOfActivitiesConductedTxtRegion Total ExpendituresRegionTotalExpendituresAmtEmployeeEmployeeCntSpecific Services ProvidedSpecificServicesProvidedTxtOfficesOfficesCnt
Central America and the CaribbeanInvestments$52,875,852
East Asia and the PacificProgram Services$961,2082INTERNATIONAL STUDIES
Europe (Including Iceland and Greenland)Program Services$5,318,6575INTERNATIONAL STUDIES2
Middle East and North AfricaProgram Services$44,566INTERNATIONAL STUDIES
Sub-Saharan AfricaProgram Services$138,664INTERNATIONAL STUDIES
Central America and the CaribbeanProgram Services$28,733INTERNATIONAL STUDIES
Central America and the CaribbeanProgram Services$52,333FINANCIAL AID
East Asia and the PacificProgram Services$7,090FINANCIAL AID
Europe (Including Iceland and Greenland)Program Services$192,552FINANCIAL AID
Middle East and North AfricaProgram Services$22,500FINANCIAL AID
North AmericaProgram Services$115,301FINANCIAL AID
South AmericaProgram Services$30,587FINANCIAL AID
South AsiaProgram Services$7,948FINANCIAL AID
Sub-Saharan AfricaProgram Services$49,939FINANCIAL AID
FieldValueIRS element (for citing)
Subtotal Offices2SubtotalOfficesCnt
Subtotal Employees7SubtotalEmployeesCnt
Total Office2TotalOfficeCnt
Total Employee7TotalEmployeeCnt
Subtotal Spent$59,845,930SubtotalSpentAmt
Total Spent$59,845,930TotalSpentAmt

Foreign Individuals Grants ForeignIndividualsGrantsGrp (8 entries)

Type Of AssistanceTypeOfAssistanceTxtRegionRegionTxtRecipientRecipientCntCash GrantCashGrantAmt
FINANCIAL ASSISTANCECentral America and the Caribbean3$52,333
FINANCIAL ASSISTANCEEast Asia and the Pacific1$7,090
FINANCIAL ASSISTANCEEurope (Including Iceland and Greenland)7$192,552
FINANCIAL ASSISTANCEMiddle East and North Africa2$22,500
FINANCIAL ASSISTANCENorth America5$115,301
FINANCIAL ASSISTANCESouth America2$30,857
FINANCIAL ASSISTANCESouth Asia1$7,948
FINANCIAL ASSISTANCESub-Saharan Africa3$49,939
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

FieldValueIRS element (for citing)
Form And Line ReferenceSCHEDULE F, PART I, LINE 2FormAndLineReferenceDesc
ExplanationALL FINANCIAL AID IS APPLIED DIRECTLY TO THE STUDENTS' OUTSTANDING RECEIVABLE BALANCES. NO CASH IS PHYSICALLY TRANSMITTED. CREDIT BALANCES THAT RESULT FROM FEDERAL STUDENT AND PARENT LOAN PROCEEDS ARE DISTRIBUTED TO THE BORROWER WITHIN THE SPECIFIED TIME FRAME REQUIRED BY THE REGULATIONS GOVERNING THESE PROGRAMS. ELIGIBILITY FOR NEED-BASED GRANTS, LOANS, AND WORK-STUDY FORMS OF FEDERAL STUDENT AID IS DETERMINED USING THE RESULTS OF THE FEDERAL METHODOLOGY NEED ANALYSIS FORMULA.STUDENT AID AWARDED FROM BOTH FEDERAL AND INSTITUTIONAL SOURCES ARE MONITORED CONTINUOUSLY THROUGHOUT THE FISCAL YEAR USING VARIOUS BUDGET STATUS REPORTS, STUDENT ACCOUNT STATUS REPORTS, AND DEFERRAL AND INSTITUTIONAL PROGRAM RECONCILIATION REPORTS.ExplanationTxt

Schedule G IRS990ScheduleG

FieldValueIRS element (for citing)
Mail SolicitationsYes (X)MailSolicitationsInd
Email SolicitationsYes (X)EmailSolicitationsInd
Phone SolicitationsYes (X)PhoneSolicitationsInd
In Person SolicitationsYes (X)InPersonSolicitationsInd
Solicitation Of Non Govt GrantsYes (X)SolicitationOfNonGovtGrantsInd
Solicitation Of Govt GrantsYes (X)SolicitationOfGovtGrantsInd
Special Fundraising EventsYes (X)SpecialFundraisingEventsInd
Agrmt Prof Fundraising ActyYes (true)AgrmtProfFundraisingActyInd

Fundraiser Activity Info FundraiserActivityInfoGrp

FieldValueIRS element (for citing)
PersonGrenzebach Glier AssocPersonNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line1200 South Michigan AvenueAddressLine1Txt
Address Line2Suite 2100AddressLine2Txt
CityChicagoCityNm
State AbbreviationILStateAbbreviationCd
ZIP60604ZIPCd
FieldValueIRS element (for citing)
ActivityAdvisoryActivityTxt
Fundraiser Control Of FundsfalseFundraiserControlOfFundsInd
Retained By Contractor$37,885RetainedByContractorAmt
FieldValueIRS element (for citing)
Total Retained By Contractors$37,885TotalRetainedByContractorsAmt
Licensed StatesALLicensedStatesCd
Licensed StatesAKLicensedStatesCd
Licensed StatesARLicensedStatesCd
Licensed StatesCALicensedStatesCd
Licensed StatesCOLicensedStatesCd
Licensed StatesCTLicensedStatesCd
Licensed StatesDCLicensedStatesCd
Licensed StatesFLLicensedStatesCd
Licensed StatesGALicensedStatesCd
Licensed StatesHILicensedStatesCd
Licensed StatesILLicensedStatesCd
Licensed StatesKSLicensedStatesCd
Licensed StatesKYLicensedStatesCd
Licensed StatesLALicensedStatesCd
Licensed StatesMELicensedStatesCd
Licensed StatesMDLicensedStatesCd
Licensed StatesMALicensedStatesCd
Licensed StatesMILicensedStatesCd
Licensed StatesMNLicensedStatesCd
Licensed StatesMSLicensedStatesCd
Licensed StatesNVLicensedStatesCd
Licensed StatesNHLicensedStatesCd
Licensed StatesNJLicensedStatesCd
Licensed StatesNMLicensedStatesCd
Licensed StatesNYLicensedStatesCd
Licensed StatesNCLicensedStatesCd
Licensed StatesNDLicensedStatesCd
Licensed StatesOHLicensedStatesCd
Licensed StatesOKLicensedStatesCd
Licensed StatesORLicensedStatesCd
Licensed StatesPALicensedStatesCd
Licensed StatesRILicensedStatesCd
Licensed StatesSCLicensedStatesCd
Licensed StatesTNLicensedStatesCd
Licensed StatesUTLicensedStatesCd
Licensed StatesVALicensedStatesCd
Licensed StatesWALicensedStatesCd
Licensed StatesWVLicensedStatesCd
Licensed StatesWILicensedStatesCd

Fundraising Event Information FundraisingEventInformationGrp

FieldValueIRS element (for citing)
Event1Busines LeaderEvent1Nm
Gross Receipts Event1$244,300GrossReceiptsEvent1Amt
Charitable Contri Event1$78,951CharitableContriEvent1Amt
Gross Revenue Event1$165,349GrossRevenueEvent1Amt
Food And Beverage Event1$118,555FoodAndBeverageEvent1Amt
Other Direct Expenses Event1$46,794OtherDirectExpensesEvent1Amt
Event2GOLF INVITAT'LEvent2Nm
Gross Receipts Event2$177,176GrossReceiptsEvent2Amt
Charitable Contri Event2$89,382CharitableContriEvent2Amt
Gross Revenue Event2$87,794GrossRevenueEvent2Amt
Non Cash Prizes Event2$32,537NonCashPrizesEvent2Amt
Rent Facility Costs Event2$52,180RentFacilityCostsEvent2Amt
Other Direct Expenses Event2$1,379OtherDirectExpensesEvent2Amt
Other Events Total1OtherEventsTotalCnt
Gross Receipts Other Events$13,338GrossReceiptsOtherEventsAmt
Gross Revenue Other Events$13,338GrossRevenueOtherEventsAmt
Rent Fclty Costs Other Events$19,860RentFcltyCostsOtherEventsAmt
Oth Direct Expnss Other Events$1,142OthDirectExpnssOtherEventsAmt
Gross Receipts Total$434,814GrossReceiptsTotalAmt
Charitable Contributions Tot$168,333CharitableContributionsTotAmt
Gross Revenue Total Events$266,481GrossRevenueTotalEventsAmt
Non Cash Prizes Total Events$32,537NonCashPrizesTotalEventsAmt
Rent Fclty Costs Total Events$72,040RentFcltyCostsTotalEventsAmt
Food And Beverage Total Events$118,555FoodAndBeverageTotalEventsAmt
Oth Direct Expnss Total Events$49,315OthDirectExpnssTotalEventsAmt
Direct Expense Summary Events$272,447DirectExpenseSummaryEventsAmt
Net Income Summary-$5,966NetIncomeSummaryAmt

Schedule I IRS990ScheduleI

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

Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp

FieldValueIRS element (for citing)
Grant TypeFinancial AssistanceGrantTypeTxt
Recipient3746RecipientCnt
Cash Grant$95,356,562CashGrantAmt

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferenceSCHEDULE I, PART I, LINE 2FormAndLineReferenceDesc
ExplanationGRANTS AND OTHER ASSISTANCE TO INDIVIDUALS IN THE UNITED STATES: ALL FINANCIAL AID IS APPLIED DIRECTLY TO THE STUDENTS' OUTSTANDING RECEIVABLE BALANCE. NO CASH IS PHYSICALLY TRANSMITTED. CREDIT BALANCES THAT RESULT FROM FEDERAL STUDENT AND PARENT LOAN PROCEEDS ARE DISTRIBUTED TO THE BORROWER WITHIN THE SPECIFIED TIME FRAME REQUIRED BY THE REGULATIONS GOVERNING THESE PROGRAMS. ELIGIBILITY FOR NEED-BASED GRANTS, LOANS, AND WORK-STUDY FORMS OF FEDERAL STUDENT AID IS DETERMINED USING THE RESULTS OF THE FEDERAL METHODOLOGY NEED ANALYSIS FORMULA. STUDENT AID AWARDED FROM BOTH FEDERAL AND INSTITUTIONAL SOURCES ARE MONITORED CONTINUOUSLY THROUGHOUT THE FISCAL YEAR USING VARIOUS BUDGET STATUS REPORTS, STUDENT ACCOUNT STATUS REPORTS, AND DEFERRAL AND INSTITUTIONAL PROGRAM RECONCILIATION REPORTS.ExplanationTxt

Schedule J IRS990ScheduleJ

FieldValueIRS element (for citing)
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
Severance PaymentYes (true)SeverancePaymentInd
Supplemental Nonqual Rtr PlanfalseSupplementalNonqualRtrPlanInd
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 PaymentsfalseAnyNonFixedPaymentsInd
Initial Contract ExceptionfalseInitialContractExceptionInd

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (17 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
DONELDA A COOK
VICE PRESIDENT$223,300$0$0$0$0$0$20,097$0$8,233$0$251,630$0$0$0
RANDALL D GENTZLER
VICE PRESIDENT$326,158$0$0$0$7,055$0$25,200$0$14,890$0$373,303$0$0$0
ROBERT D KELLY
VICE PRESIDENT$228,875$0$0$0$0$0$20,554$0$712$0$250,141$0$0$0
MARK L LINDENMEYER
Vice President(Until 06/19)$171,655$0$6,760$0$27,042$0$14,228$0$6,453$0$226,138$0$0$0
TERRENCE M SAWYER
VICE PRESIDENT$312,268$0$0$0$7,125$0$25,200$0$21,266$0$365,859$0$0$0
AMANDA M THOMAS
VICE PRESIDENT$249,557$0$0$0$0$0$23,524$0$21,266$0$294,347$0$0$0
ERIC NICHOLS
VICE PRESIDENT$163,407$0$15,000$0$20,808$0$10,125$0$9,991$0$219,331$0$0$0
AMY WOLFSON
PROFESSOR/FORMER VP$178,717$0$2,850$0$0$0$16,866$0$14,754$0$213,187$0$0$0
STEPHEN E FOWL
DEAN$193,940$0$1,500$0$4,029$0$18,132$0$14,782$0$232,383$0$0$0
KATHLEEN A GETZ
DEAN$328,973$0$0$0$0$0$25,200$0$13,897$0$368,070$0$0$0
JOSHUA S SMITH
DEAN$200,293$0$5,000$0$0$0$18,369$0$20,837$0$244,499$0$0$0
TAVARAS HARDY
HEAD COACH MEN'S BASKETBALL$277,680$0$5,000$0$3,510$0$16,950$0$23,921$0$327,061$0$0$0
JOSEPH LOGAN
HEAD COACH WOMEN'S BASKETBALL$229,059$0$10,000$0$4,463$0$20,340$0$23,898$0$287,760$0$0$0
CHARLES TOOMEY
HEAD COACH MEN'S LACROSSE$315,085$0$9,500$0$2,384$0$25,200$0$23,532$0$375,701$0$0$0
JENNIFER ADAMS
HEAD COACH WOMEN'S LACROSSE$217,157$0$13,500$0$3,564$0$18,090$0$8,709$0$261,020$0$0$0
DONNA WOODRUFF
DIRECTOR OF ATHLETICS$242,110$0$10,000$0$10,690$0$0$0$8,384$0$271,184$0$0$0
KARYL LEGGIO
PROFESSOR/ FORMER DEAN$249,189$0$18,000$0$0$0$21,482$0$16,120$0$304,791$0$0$0

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
PART I, LINE 1AHEALTH OR SOCIAL CLUB DUES: THE FOLLOWING INDIVIDUALS RECEIVED MEMBERSHIPS IN LOCAL COUNTRY CLUBS OR SOCIAL CLUBS AS PART OF THEIR JOB DUTIES WITH THE UNIVERSITY: FR BRIAN F LINNANE SJ, TERRENCE SAWYER, DONNA WOODRUFF, AND RANDALL GENTZLER. THE UNIVERSITY TRACKS USAGE OF THESE CLUBS AND REPORTS PERSONAL USE AS TAXABLE INCOME ON THE EMPLOYEES' W-2. HOUSING: FR BRIAN F LINNANE SJ HAS TAKEN A VOW OF POVERTY AND DOES NOT RECEIVE A W-2 FOR HIS SERVICES TO THE UNIVERSITY. IN ADDITION, FR LINNANE RECEIVED HOUSING FROM THE UNIVERSITY DURING THE YEAR ENDED MAY 31, 2020 IN ORDER TO FULFILL THE OBLIGATION OF THE SOCIETY OF JESUS TO PROVIDE HOUSING FOR FATHER LINNANE.
Part I, Line 4aSeverance Payments Made in 2019: Name Gross Amount Mark Lindenmeyer $27,042

Schedule K IRS990ScheduleK

Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp (3 entries)

Bond ReferenceBondReferenceCdBond Issuer EINBondIssuerEINCUSIPCUSIPNumBond IssuedBondIssuedDtIssue PriceIssuePriceAmtPurposePurposeDescDefeasedDefeasedIndOn Behalf Of IssuerOnBehalfOfIssuerIndPool FinancingPoolFinancingInd
MD HEALTH AND HIGHER EDUC FACILITIES AUTHORITY
A520936091574218JJ32012-06-07$53,943,256See Part VIYes (true)falsefalse
MD HEALTH AND HIGHER EDUC FACILITIES AUTHORITY
B520936091574218RY12014-10-30$63,876,116See Part VIfalsefalsefalse
MD HEALTH AND HIGHER EDUC FACILITIES AUTHORITY
C5209360915742185T62019-12-19$51,355,256See Part VIfalsefalsefalse

Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp (3 entries)

Bond ReferenceBondReferenceCdRetiredRetiredAmtBond DefeasedBondDefeasedAmtTotal ProceedsTotalProceedsAmtIn Reserve FundInReserveFundAmtCapitalized InterestCapitalizedInterestAmtRefunding EscrowRefundingEscrowAmtIssuance Costs From ProceedsIssuanceCostsFromProceedsAmtCredit EnhancementCreditEnhancementAmtWorking Capital ExpendituresWorkingCapitalExpendituresAmtCapital ExpendituresCapitalExpendituresAmtOther Spent ProceedsOtherSpentProceedsAmtUnspentUnspentAmtSubstantial CompletionSubstantialCompletionYrRefunding Tax Exempt BondsRefundingTaxExemptBondsIndRefunding Taxable BondsRefundingTaxableBondsIndFinal Allocation MadeFinalAllocationMadeIndAdequate Books And Rec MaintAdequateBooksAndRecMaintInd
A$14,295,000$31,560,000$53,943,256$0$0$0$498,916$0$0$0$53,444,340$02009Yes (true)falseYes (true)Yes (true)
B$0$0$63,876,116$0$0$0$567,776$0$0$0$63,308,340$02006falseYes (true)Yes (true)Yes (true)
C$0$0$51,574,784$0$0$0$378,496$0$0$3,871,089$23,930,000$23,395,199Yes (true)falsefalseYes (true)

Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp (3 entries)

Bond ReferenceBondReferenceCdOwning Bond Financed PropertyOwningBondFinancedPropertyIndAny Lease ArrangementsAnyLeaseArrangementsIndMgmt Contract Bond Fincd PropMgmtContractBondFincdPropIndEngage Bond Counsel ContractsEngageBondCounselContractsIndAny Research AgreementsAnyResearchAgreementsIndPrivate Bus Use By OthersPrivateBusUseByOthersPctBond Iss Meet Prvt Sec Pymt TestBondIssMeetPrvtSecPymtTestIndChange In Use Bond Financed PropChangeInUseBondFinancedPropIndRemedial Action TakenRemedialActionTakenIndProcs Nonqualified Bond RemdtdProcsNonqualifiedBondRemdtdInd
AfalsefalseYes (true)Yes (true)false0falsefalsefalseYes (true)
BfalsefalseYes (true)Yes (true)false0falsefalsefalseYes (true)
CfalsefalseYes (true)Yes (true)false0falsefalsefalseYes (true)

Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp (3 entries)

Bond ReferenceBondReferenceCdForm8038 T FiledForm8038TFiledIndRebate Not Due YetRebateNotDueYetIndException To RebateExceptionToRebateIndNo Rebate DueNoRebateDueIndVariable Rate IssueVariableRateIssueIndHedge Identified In Bks And RecHedgeIdentifiedInBksAndRecIndGross Proceeds Invested In GICGrossProceedsInvestedInGICIndBusiness Name Line1GICProviderName/BusinessNameLine1TxtGross Proceeds InvestedGrossProceedsInvestedIndWritten Proc To Monitor ReqsWrittenProcToMonitorReqsInd
0
AfalsefalsefalseYes (true)falsefalsefalse0falseYes (true)
0
BfalsefalsefalseYes (true)falsefalsefalse0falseYes (true)
0
CfalseYes (true)falsefalsefalsefalsefalse0falseYes (true)

Procedures Corrective Action ProceduresCorrectiveActionGrp (3 entries)

Bond ReferenceBondReferenceCdProcedures Corrective ActionProceduresCorrectiveActionInd
AYes (true)
BYes (true)
CYes (true)

Supplemental Information Detail SupplementalInformationDetail (11 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
PART I, ROW A, COLUMN (a):Maryland Health and Higher Educational Facilities Authority.
PART I, ROW B, COLUMN (a):Maryland Health and Higher Educational Facilities Authority.
PART I, ROW C, COLUMN (a):Maryland Health and Higher Educational Facilities Authority.
PART I, ROW A, COLUMN F:The purpose of the issue was the refunding of issues dated 09/17/2008, 12/04/2007, and 6/23/1999
PART I, ROW B, COLUMN F:The purpose of the issue was the refunding of an issue dated 1/04/2006
PART I, ROW C, COLUMN F:The purpose of the issue was the refunding of an issue dated 12/03/2014 and financing various capital expenditures.
part II, Column A, Line 11:The other spent proceeds are the refunding proceeds of the issue that are no longer in escrow.
part II, Column B, Line 11:The other spent proceeds are the refunding proceeds of the issue that are no longer in escrow.
part II, Column C, Line 11:The other spent proceeds are the refunding proceeds of the issue that are no longer in escrow
Part IV, Column A:A rebate calculation was performed on January 24, 2017 with no rebate liability being due
Part IV, Column B:A rebate calculation was performed on October 3, 2019 with no rebate liability being due

Schedule L IRS990ScheduleL

FieldValueIRS element (for citing)
Total Balance Due$0TotalBalanceDueAmt

Grnt Asst Bnft Interested Prsn GrntAsstBnftInterestedPrsnGrp

FieldValueIRS element (for citing)
Cash Grant$90,600CashGrantAmt
Type Of AssistanceFINANCIAL AIDTypeOfAssistanceTxt
Assistance PurposeUG TUITION REMISSIONAssistancePurposeTxt

Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp

Name Of Interested NameOfInterested

FieldValueIRS element (for citing)
PersonYun-Dih Chia-SmithPersonNm
FieldValueIRS element (for citing)
Relationship DescriptionSpouse of Key EmployeeRelationshipDescriptionTxt
Transaction$65,256TransactionAmt
TransactionEmployment/CompensationTransactionDesc
Sharing Of RevenuesfalseSharingOfRevenuesInd

Schedule M IRS990ScheduleM

FieldValueIRS element (for citing)
Works Of ArtWorksOfArtGrp
Art Historical TreasuresArtHistoricalTreasuresGrp
Art Fractional InterestArtFractionalInterestGrp
Books And PublicationsBooksAndPublicationsGrp
Clothing And Household GoodsClothingAndHouseholdGoodsGrp
Cars And Other VehiclesCarsAndOtherVehiclesGrp
Boats And PlanesBoatsAndPlanesGrp
Intellectual PropertyIntellectualPropertyGrp

Securities Publicly Traded SecuritiesPubliclyTradedGrp

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
Contribution70ContributionCnt
Noncash Contributions Rpt F990$2,500,505NoncashContributionsRptF990Amt
Method Of Determining RevenuesFMVMethodOfDeterminingRevenuesTxt
FieldValueIRS element (for citing)
Securities Closely Held StockSecuritiesCloselyHeldStockGrp
Secur Prtnrshp Trust IntrstsSecurPrtnrshpTrustIntrstsGrp
Securities MiscellaneousSecuritiesMiscellaneousGrp
Qualified Contrib Hist StructQualifiedContribHistStructGrp
Qualified Contrib OtherQualifiedContribOtherGrp
Real Estate ResidentialRealEstateResidentialGrp
Real Estate CommercialRealEstateCommercialGrp
Real Estate OtherRealEstateOtherGrp
CollectiblesCollectiblesGrp
Food InventoryFoodInventoryGrp
Drugs And Medical SuppliesDrugsAndMedicalSuppliesGrp
TaxidermyTaxidermyGrp
Historical ArtifactsHistoricalArtifactsGrp
Scientific SpecimensScientificSpecimensGrp
Archaeological ArtifactsArchaeologicalArtifactsGrp

Other Non Cash Contri Table OtherNonCashContriTableGrp (2 entries)

Non Cash CheckboxNonCashCheckboxIndDescDescContributionContributionCntNoncash Contributions Rpt F990NoncashContributionsRptF990AmtMethod Of Determining RevenuesMethodOfDeterminingRevenuesTxt
Yes (X)Misc5$6,602FMV
Yes (X)LIFE INSURANCE POLICIES1$249,225Cash Surrender Value
FieldValueIRS element (for citing)
Any Property That Must Be HeldfalseAnyPropertyThatMustBeHeldInd
Review Process Unusual NC GiftsYes (true)ReviewProcessUnusualNCGiftsInd
Third Parties UsedfalseThirdPartiesUsedInd

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (6 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990, PART VI, LINE 11BPRIOR TO FILING, THE FORM 990 IS REVIEWED BY THE VICE PRESIDENT FOR FINANCE AND AN INDEPENDENT TAX ACCOUNTANT AT KPMG. ALL MEMBERS OF THE BOARD OF TRUSTEES ARE PROVIDED AN ELECTRONIC COPY OF THE COMPLETE FORM. THE FORM IS FILED AFTER ALL COMMENTS FROM THE BOARD OF TRUSTEES ARE ADDRESSED.
FORM 990, PART VI, LINE 12CEACH BOARD MEMBER IS REQUIRED TO COMPLETE AND FILE WITH THE SECRETARY OF THE UNIVERSITY, ON OR BEFORE SEPTEMBER 1 OF EACH YEAR, INFORMATION ABOUT POSSIBLE BENEFICIAL OR ADVERSE INTERESTS AFFECTING LOYOLA UNIVERSITY MARYLAND, INCLUDING INTERESTS OF IMMEDIATE FAMILY MEMBERS AND ORGANIZATIONS IN WHICH THE BOARD MEMBER (OR MEMBER OF HIS OR HER FAMILY) HAS A SIGNIFICANT MANAGEMENT FUNCTION OR SIGNIFICANT OWNERSHIP INTEREST. UNIVERSITY ADMINISTRATORS ARE REQUIRED TO ACT IN WAYS CONSISTENT WITH THEIR FIDUCIARY RESPONSIBILITIES TO THE UNIVERSITY. IF A UNIVERSITY ADMINISTRATOR BELIEVES THAT HE OR SHE MAY HAVE A CONFLICT OF INTEREST, THE ADMINISTRATOR SHALL PROMPTLY FULLY DISCLOSE THE CONFLICT TO THE PRESIDENT OF THE UNIVERSITY AND SHALL REFRAIN FROM PARTICIPATION IN ANY WAY IN THE MATTER TO WHICH THE CONFLICT RELATES UNTIL THE QUESTION HAS BEEN RESOLVED. THE PRESIDENT SHALL CONSULT WITH UNIVERSITY COUNSEL REGARDING ALL CONFLICT QUESTIONS OF WHICH HE IS INFORMED AND SHALL REPORT REGULARLY TO THE BOARD OF TRUSTEES ANY UNRESOLVED CONFLICT QUESTIONS.
FORM 990, PART VI, LINE 15AFR BRIAN F LINNANE SJ HAS TAKEN A VOW OF POVERTY AND DOES NOT RECEIVE A W-2 FOR HIS SERVICES TO THE UNIVERSITY.
FORM 990, PART VI, LINE 15BFOR OFFICERS OTHER THAN THE PRESIDENT AND FOR KEY EMPLOYEES, AN INDEPENDENT SEARCH CONSULTANT WAS RETAINED FOR EACH SEARCH. SALARY DATA OF COMPARABLE AJCU (ASSOCIATION OF JESUIT COLLEGES AND UNIVERSITIES) INSTITUTIONS WAS USED IN THE DETERMINATION OF THE SALARY RANGE. THE INDEPENDENT SEARCH CONSULTANT ASSISTED WITH THE SETTING OF AN APPROPRIATE SALARY, WITH CONSIDERATION TO THE POSITION RESPONSIBILITIES AND THE MARKET. THE ORGANIZATION AND EXECUTIVE COMPENSATION COMMITTEE OF THE BOARD OF TRUSTEES IS RESPONSIBLE FOR SETTING SENIOR ADMINISTRATION'S ANNUAL COMPENSATION. SALARIES ARE REVIEWED BASED UPON JOB ANALYSIS, MARKET CONDITIONS, AND PERFORMANCE. RECORDS OF THE MEETINGS ARE MAINTAINED BY THE ASSISTANT SECRETARY OF THE BOARD.
FORM 990, PART VI, LINE 19THE AUDITED FINANCIAL STATEMENTS AND THE FORM 990 ARE ON THE UNIVERSITY'S EXTERNAL WEBSITE. GOVERNING DOCUMENTS AND THE CONFLICT OF INTEREST POLICY ARE NOT AVAILABLE TO THE GENERAL PUBLIC.
FORM 990, PART XI, LINE 9OTHER CHANGES IN NET ASSETS OR FUND BALANCES CHANGE IN FAIR VALUE OF SPLIT INTEREST AGREEMENTS $ (199,040) CHANGE IN FAIR VALUE OF SWAP $ 73,140 CHANGE IN CASH SURRENDER VALUE $ 15,703 ------------- $ (110,197)

Schedule R IRS990ScheduleR

Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp

Disregarded Entity Name DisregardedEntityName

FieldValueIRS element (for citing)
Business Name Line1THE LOYOLA NOTRE DAME LIBRARY INCBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line1200 WINSTON AVENUEAddressLine1Txt
CityBALTIMORECityNm
State AbbreviationMDStateAbbreviationCd
ZIP21212ZIPCd
FieldValueIRS element (for citing)
EIN520881396EIN
Primary ActivitiesLIBRARYPrimaryActivitiesTxt
Legal Domicile StateMDLegalDomicileStateCd
Exempt Code Section501(c)(3)ExemptCodeSectionTxt
Public Charity Status509A3III-FIPublicCharityStatusTxt

Direct Controlling Entity Name DirectControllingEntityName

FieldValueIRS element (for citing)
Business Name Line1NABusinessNameLine1Txt
FieldValueIRS element (for citing)
Controlled OrganizationfalseControlledOrganizationInd

Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp

Related Organization Name RelatedOrganizationName

FieldValueIRS element (for citing)
Business Name Line1POOLED INCOME FUND -1BusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line14501 N CHARLES STREETAddressLine1Txt
CityBALTIMORECityNm
State AbbreviationMDStateAbbreviationCd
ZIP21210ZIPCd
FieldValueIRS element (for citing)
Primary ActivitiesPOOLED INCOME FDPrimaryActivitiesTxt
Legal Domicile StateMDLegalDomicileStateCd

Direct Controlling Entity Name DirectControllingEntityName

FieldValueIRS element (for citing)
Business Name Line1NABusinessNameLine1Txt
FieldValueIRS element (for citing)
Entity TypeTRUSTEntityTypeTxt
Controlled OrganizationfalseControlledOrganizationInd
FieldValueIRS element (for citing)
Receipt Of Int Annts Rnts RyltsfalseReceiptOfIntAnntsRntsRyltsInd
Gift Grnt Or Cap Contri To Oth OrgYes (true)GiftGrntOrCapContriToOthOrgInd
Gift Grnt Cap Contri From Oth OrgfalseGiftGrntCapContriFromOthOrgInd
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 OrgYes (true)ReimbursementPaidToOtherOrgInd
Reimbursement Paid By Other OrgYes (true)ReimbursementPaidByOtherOrgInd
Transfer To Other OrgYes (true)TransferToOtherOrgInd
Transfer From Other OrgfalseTransferFromOtherOrgInd

Transactions Related Org TransactionsRelatedOrgGrp

Other Organization Name OtherOrganizationName

FieldValueIRS element (for citing)
Business Name Line1THE LOYOLA NOTRE DAME LIBRARY INCBusinessNameLine1Txt
FieldValueIRS element (for citing)
Transaction TypeRTransactionTypeTxt
Involved$3,804,183InvolvedAmt
Method Of Amount DeterminationFMVMethodOfAmountDeterminationTxt

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