2020-06-18T16:11:02-05:00 2019-06-30 ERNST & YOUNG US LLP 155 N Wacker Drive Chicago IL 60606 990 2018-07-01 361408475 LOYOLA UNIVERSITY OF CHICAGO % TERESA KRAFCISIN CONTROLLER LOYO 3129157676 820 N Michigan Avenue Chicago IL 606112147 WAYNE MAGDZIARZ SVP, CFO & CBO 3129156403 2020-06-18 JOHN CRAWFORD P01072545 3128792000 2020-06-11 152.169.64.19 36964520201705000314 2020-06-18 P 228D48D10834BFE8C59A0E4DF6CE68B9CD7C839B 228D48D10834BFE8C59A0E4DF6CE68B9CD7C839B 2018 2020-09-23 17:36:50Z JO ANN ROONEY 820 N MICHIGAN AVENUE CHICAGO IL 60611 1171709969 false X www.luc.edu X 1909 IL WE ARE ONE OF THE NATION'S LARGEST JESUIT, CATHOLIC UNIVERSITIES WITH OVER 17,000 STUDENTS. WE WORK TO EXPAND KNOWLEDGE THROUGH LEARNING, JUSTICE, AND FAITH. 32 30 9338 771 219480 301827 79243989 77315426 708677409 736458862 30665062 42599888 1121461 607624 819707921 856981800 213024469 234699274 0 0 327892276 334848741 80145 53235 12286989 209823995 212362770 750820885 781964020 68887036 75017780 2183629063 2242271303 593174800 573288057 1590454263 1668983246 X WE ARE CHICAGO'S JESUIT, CATHOLIC UNIVERSITY - A DIVERSE COMMUNITY SEEKING GOD IN ALL THINGS AND WORKING TO EXPAND KNOWLEDGE IN THE SERVICE OF HUMANITY THROUGH LEARNING, JUSTICE, AND FAITH. false false 595167577 229438539 661967461 HIGHER EDUCATION: LOYOLA UNIVERSITY CHICAGO EDUCATED APPROXIMATELY 12,000 UNDERGRADUATE & 5,000 GRADUATE & PROFESSIONAL STUDENTS. LOYOLA STRIVES TO DELIVER THE PREMIER UNDERGRADUATE EDUCATIONAL EXPERIENCE IN CHICAGO, CHARACTERIZED BY A TRANSFORMATIVE EXPERIENCE IN THE JESUIT TRADITION & A COMMITMENT TO THE UNDERSERVED. AT THE GRADUATE & PROFESSIONAL LEVELS, LOYOLA DELIVERS A HIGH-QUALITY EDUCATION THAT IS CHARACTERIZED BY EXCELLENCE, INNOVATION, JUSTICE, & LEADERSHIP. LOYOLA IS PREPARING TO OPEN THE PARKINSON SCHOOL OF HEALTH SCIENCES AND PUBLIC HEALTH IN THE FALL OF 2019. THE SCHOOL WILL OFFER PROGRAMS FOR UNDERGRADUATE AND GRADUATE STUDENTS, AS WELL AS WORKING PROFESSIONALS WHO SEEK ADDITIONAL SKILLS OR A CAREER CHANGE. 38057912 3682325 0 RESEARCH: LOYOLA UNIVERSITY CHICAGO ENGAGES IN EXTERNALLY FUNDED RESEARCH PROJECTS PRIMARILY IN MEDICINE AND THE BASIC SCIENCES. THROUGH LOYOLA'S STRITCH SCHOOL OF MEDICINE, THE UNIVERSITY IS FOCUSED ON THE DEVELOPMENT AND ADVANCEMENT OF MEDICAL KNOWLEDGE AS WELL AS THE TRAINING OF STUDENTS IN THE RESEARCH PROCESS. 67390659 1578409 76043245 HIGHER EDUCATION AUXILIARY SERVICES: LOYOLA UNIVERSITY CHICAGO PROVIDES VARIOUS GOODS AND SERVICES FOR THE BENEFIT OF ITS STUDENTS, FACULTY AND STAFF, AND IN SUPPORT OF EDUCATIONAL ACTIVITIES. SERVICES INCLUDE STUDENT HOUSING, FOOD SERVICE, BOOKSTORES, RECREATIONAL FACILITIES AND TRANSPORTATION. 700616148 true true false true false false true true true true true true false false true false false true true true true true true true true true false true true true true false false false false false true true false true false true false false false false true true true false false true X 22842 5 true 9338 true true true true IT UK VM false false false true true true 1 false false false false false X 32 30 true false false false false false false true true false false true true true true true true true true true true AK CO HI MD MA MI NH ND OK OR SC WA X TERESA KRAFCISIN CONTROLLER 3129157676 820 N MICHIGAN AVENUE Chicago IL 60611 X ELLEN S ALBERDING TRUSTEE 1.0 0.0 X 0 0 0 ROBERT G CLARK TRUSTEE 1.0 0.0 X 0 0 0 MARGARET MARY COSGROVE BVM TRUSTEE 1.0 0.0 X 0 0 0 CHRISTOPHER J DEVRON SJ TRUSTEE 1.0 0.0 X 0 0 0 MELANIE C DREHER TRUSTEE 1.0 0.0 X 0 0 0 JOHN P FITZGIBBONS SJ TRUSTEE 1.0 0.0 X 0 0 0 RICHARD J GILFILLIAN MD TRUSTEE (RESIGNED 06/19) 1.0 0.0 X 0 0 0 RICK HAMMOND TRUSTEE 1.0 0.0 X 3000 0 0 MICHAEL R HANEY TRUSTEE 1.0 0.0 X 0 0 0 JACKIE TAYLOR HOLSTEN TRUSTEE 1.0 0.0 X 0 0 0 MARK A HOPPE TRUSTEE 1.0 0.0 X 0 0 0 WILLIAM G KISTNER TRUSTEE 1.0 0.0 X 0 0 0 TIMOTHY R LANNON SJ TRUSTEE 1.0 0.0 X 0 0 0 PATRICK C LYNCH TRUSTEE (TERM ENDED 06/19) 1.0 0.0 X 0 0 0 ROCCO J MARTINO TRUSTEE 1.0 0.0 X 0 0 0 BARRY C MCCABE TRUSTEE 1.0 0.0 X 0 0 0 Most Rev GEORGE V MURRY SJ TRUSTEE (RESIGNED 06/19) 1.0 0.0 X 0 0 0 RUTHELLYN MUSIL TRUSTEE 1.0 0.0 X 0 0 0 ROBERT L NIEHOFF SJ TRUSTEE 1.0 0.0 X 0 0 0 GREG O'MEARA TRUSTEE 1.0 0.0 X 0 0 0 ROBERT L PARKINSON JR CHAIRMAN OF THE BOARD, TRUSTEE 1.0 0.0 X 0 0 0 TIMOTHY J RAND TRUSTEE 1.0 0.0 X 0 0 0 RICHARD L RODRIGUEZ TRUSTEE (TERM ENDED 06/19) 1.0 0.0 X 0 0 0 JO ANN ROONEY PRESIDENT 1.0 0.0 X X 745181 0 53707 MARK S RZEPCZYNSKI TRUSTEE 1.0 0.0 X 0 0 0 RICHARD P SALMI SJ TRUSTEE 1.0 0.0 X 0 0 0 JOHN G SCHREIBER TRUSTEE 1.0 0.0 X 0 0 0 JOSEPH T SEMINETTA TRUSTEE 1.0 0.0 X 0 0 0 SUSAN S SHER VICE CHAIR OF BOARD, TRUSTEE 1.0 0.0 X 0 0 0 BRIAN K SPEERS TRUSTEE 1.0 0.0 X 0 0 0 ROGER SPOELMAN TRUSTEE 1.0 0.0 X 0 0 0 STEPHEN P SQUINTO TRUSTEE 1.0 0.0 X 0 0 0 CYNTHIA H STARK TRUSTEE 1.0 0.0 X 0 0 0 JULIE H SULLIVAN TRUSTEE 1.0 0.0 X 0 0 0 ROBERT A SULLIVAN TRUSTEE 1.0 0.0 X 0 0 0 KEVIN W WILLER TRUSTEE 1.0 0.0 X 0 0 0 SUSAN BODIN TREASURER 40.0 0.0 X 183564 0 41185 MARGARET FAUT CALLAHAN ACTING PROVOST 40.0 0.0 X 510784 0 58191 PAMELA G COSTAS VP GENERAL COUNSEL & SECRETARY 40.0 0.0 X 346383 0 40846 PHILIP D HALE VP FOR GOVERNMENT AFFAIRS 40.0 0.0 X 239204 0 45099 THOMAS M KELLY SR VP ADMIN. SERVICES 40.0 0.0 X 368328 0 91849 JEREMY W LANGFORD VP MARKETING & COMMUNICATIONS 40.0 0.0 X 68089 0 3934 WAYNE MAGDZIARZ SR VP & CFO/CBO 40.0 0.0 X 440067 0 39738 SUSAN M MALISCH VP & CHIEF INFORMATION OFFICER 40.0 0.0 X 331623 0 84595 JANE NEUFELD VP OF STUDENT DEVELOPMENT 40.0 0.0 X 268025 0 39376 JAMES PREHN SJ VP & CHIEF OF STAFF 40.0 0.0 X 0 0 0 PAUL G ROBERTS VP ENROLL. MGMT & ST. SUCCESS 40.0 0.0 X 288967 0 50230 JOHN M SCHIETINGER ASSISTANT SECRETARY 40.0 0.0 X 147037 0 38250 JANET W SISLER VP FOR MISSION INTEGRATION 40.0 0.0 X 158217 0 25034 WINIFRED WILLIAMS VP HR & CHIEF DIV OFFICER 40.0 0.0 X 270145 0 36942 STEVEN AN GOLDSTEIN DEAN, SSOM (TERM ENDED 2/19) 40.0 0.0 X 643974 0 55097 KEVIN STEVENS DEAN, QUINLAN SCHOOL OF BUS 40.0 0.0 X 315002 0 33867 MICHAEL F ANDREWS DIR. JOHN FELICE ROME CENTER 40.0 0.0 X 384123 0 55822 MICHAEL J KAUFMAN DEAN, SCHOOL OF LAW 40.0 0.0 X 380585 0 55399 KATHERINE KNIGHT PROFESSOR OF MICROBIOLOGY 40.0 0.0 X 316581 0 39346 ROBERT KOLB PROFESSOR OF FINANCE 40.0 0.0 X 320542 0 51380 PORTER MOSER MEN'S BASKETBALL HEAD COACH 40.0 0.0 X 1096244 0 57551 PATRICK M BOYLE FORMER OFFICER 40.0 0.0 X 263558 0 60201 DAMON W CATES FORMER OFFICER TERM ENDED 5/18 40.0 0.0 X 298323 0 17147 JOHN P PELISSERO FORMER OFFICER 40.0 0.0 X 432756 0 51380 8820302 0 1126166 716 true true false ARAMARK CORPORATION 1125 W LOYOLA AVE SUITE 110 CHICAGO IL 60626 FOOD SERVICES 22035480 B STROMBERG CONSTRUCTION CO 5831 DEMPSTER ST MORTON GROVE IL 60053 CONSTRUCTION 10382997 ABLE BUILDING MAINTENANCE 868 Folsom St SAN FRANCISCO CA 94107 HOUSEKEEPING 9101103 POWER CONSTRUCTION COMPANY LLC 8750 W Bryn Mawr Ave Suite 500 CHICAGO IL 60631 CONSTRUCTION 7259843 SKENDER CONSTRUCTION LLC 1330 W Fulton Suite 200 CHICAGO IL 60607 CONSTRUCTION 3650590 5 859490 246071 36122879 40086986 8620990 77315426 TUITION AND FEES 611710 629540844 629540844 AUXILIARY 611710 76043245 76043245 ACADEMIC SUPPORT-TRINITY HEALTH 611710 24416560 24416560 OTHER STUDENT SERVICES 611710 6458213 6458213 736458862 16166740 -195369 16362109 0 1136029 1136029 13008636 13789104 -780468 0 -780468 -780468 319872788 6709464 293406847 6742257 26465941 -32793 26433148 26433148 189041 859490 778191 -589150 -589150 22319 11770 10549 10549 0 0 0 INTEREST ON STUDENT LOANS 611600 415815 415815 CONFERENCE SERVICES 523000 178911 178911 FITNESS CENTER 713940 208486 208486 27452 27452 830664 856981800 738010706 219480 41436188 3047061 3047061 230253069 230253069 1399144 1399144 0 6239311 1260932 4643494 334885 310171 170204 139967 258707389 227850795 24848895 6007699 23356156 19817057 2856775 682324 27840335 23965131 3108024 767180 18395379 15924179 2123158 348042 0 413668 268517 144855 296 512294 31044 481250 0 53235 53235 3140120 3140120 27324659 23095675 3726667 502317 4083943 2370797 1635342 77804 26511769 24866449 934194 711126 10816200 4754371 6030360 31469 8698 8698 21430801 16830808 4166961 433032 3653147 3485828 34897 132422 0 8079133 7614733 320983 143417 14496507 12341835 1813813 340859 0 56363255 48074172 7192542 1096541 3387183 2475316 771673 140194 AUXILIARY 14689334 14655556 27906 5872 INSTITUTIONAL SUPPORT 4225677 3657829 113845 454003 SPONSORED RESEARCH 1056846 1056846 0 0 OPERATIONS AND MAINTENANCE 2141110 1964940 152733 23437 10028426 9375162 652429 835 781964020 700616148 69060883 12286989 8780522 22387015 61539635 48366516 33628377 38667898 20533071 16833873 201169 162039 0 0 19484098 17015737 7975 11887 7062492 7345117 1797899735 717972158 1081887801 1079927577 464948535 534717578 462360233 458491376 889973 930336 0 0 22305182 17414354 2183629063 2242271303 56358014 53505617 0 0 49356185 45199944 165946898 162841812 1497314 1703187 0 0 9929175 9468499 227908037 216165125 82179177 84403873 593174800 573288057 X 1190515895 1249885350 209690954 208052766 190247414 211045130 1590454263 1668983246 2183629063 2242271303 X 75017780 5410995 -1899792 X false true X true true true X 79561102 68385171 68878400 79243989 77315426 373384088 0 0 79561102 68385171 68878400 79243989 77315426 373384088 7925052 365459036 26207233 24917760 24454239 26927598 30922589 133429419 328520 49935 73696 553374 0 1005525 0 507819032 3372414722 0.71966 0.75101 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED true true false false false false true 199953 false false 199953 false FORM 990, SCHEDULE C, PART II-B, LINE 1B PAID STAFF OF MANAGEMENT PHILIP HALE, VICE PRESIDENT FOR GOVERNMENTAL AFFAIRS, IS REGISTERED AS A LOBBYIST WITH THE U.S. HOUSE OF REPRESENTATIVES, THE UNITED STATES SENATE, AND THE STATE OF ILLINOIS. FORM 990, SCHEDULE C, PART II-B, LINE 1G DIRECT CONTACT WITH LEGISLATORS DURING FISCAL YEAR 2019, 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 AND FOR ISSUES RELATED TO STUDENT FINANCIAL AID AT THE FEDERAL, STATE, AND CITY LEVELS. X 6 6 0 1 false 5.00 611 19403735 X X X X X SEE PART XIII false false true X 640302612 33956035 34065410 6371061 8909985 2715345 690327666 593449557 18647756 47169652 7330146 8456534 3177673 640302612 533614292 17066350 61258592 6985351 8391462 3112864 593449557 541667492 9640439 -923514 5799437 8155531 2815157 533614292 538523390 14444806 3971451 5433629 7286289 2552237 541667492 0.51240 0.26270 0.22490 false false 23412290 136628164 160040454 60337623 1319747108 581381656 798703075 714322 58406825 38617758 20503389 823169 146079629 97972744 48930054 51750605 51750605 1079927577 MARKETABLE EQUITY INVESTMENTS 281045083 F PRIVATE EQUITY INVESTMENTS 80291584 F FIXED INCOME INVESTMENTS 73184749 F REAL ESTATE 23969960 F 458491376 0 COND. ASSET RETIREMENT OBLIGATION 2997565 REFUNDABLE ADVANCES - LOANS 17647056 PENSION AND OTHER POST RETIREMENT 63495284 CAPITAL LEASE OBLIGATION 263968 84403873 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. IT IS ESTIMATED THAT STAFF MEMBERS SPEND APPROXIMATELY FIVE HOURS ANNUALLY ON THESE ACTIVITIES. 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 PLACES 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 UNIVERSITYS 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 DARCY 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 20, 2019 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 Europe (Including Iceland and Greenland) 1 75 Program Services Study Abroad Campus 9951499 East Asia and the Pacific 1 16 Program Services Study Abroad Campus 801240 Central America and the Caribbean 0 0 Program Services Study Abroad Programs 39911 East Asia and the Pacific 0 0 Program Services Study Abroad Programs 45412 Europe (Including Iceland and Greenland) 0 4 Program Services Study Abroad Programs 796358 Middle East and North Africa 0 0 Program Services Study Abroad Programs 18295 North America 0 2 Program Services Study Abroad Programs 7221 South America 0 0 Program Services Study Abroad Programs 27815 South Asia 0 0 Program Services Study Abroad Programs 522 Sub-Saharan Africa 0 0 Program Services Study Abroad Programs 2000 East Asia and the Pacific 0 0 Program Services Other Academic 362 Europe (Including Iceland and Greenland) 0 0 Program Services Other Academic 7375 East Asia and the Pacific 0 1 Program Services Research 836 Europe (Including Iceland and Greenland) 0 0 Program Services Research 3327 North America 0 2 Program Services Research 21663 South America 0 0 Program Services Research 405 Central America and the Caribbean 0 1 Program Services Professional Services 6373 Europe (Including Iceland and Greenland) 0 4 Program Services Professional Services 18332 North America 0 7 Program Services Professional Services 11670 South Asia 0 0 Program Services Professional Services 5900 Europe (Including Iceland and Greenland) 0 1 Program Services Conference Travel 4016 North America 0 1 Program Services Conference Travel 9937 South America 0 0 Program Services Conference Travel 813 Central America and the Caribbean 0 0 Grantmaking 60585 Europe (Including Iceland and Greenland) 0 0 Grantmaking 814747 Middle East and North Africa 0 0 Grantmaking 129085 North America 0 0 Grantmaking 115268 South Asia 0 0 Grantmaking 138832 Sub-Saharan Africa 0 0 Grantmaking 135190 East Asia and the Pacific 0 0 Investments 7202181 Europe (Including Iceland and Greenland) 0 0 Investments 20938998 Central America and the Caribbean 0 0 Investments 160045807 2 101 0 13 2 114 11730614 189631361 201361975 Central America and the Caribbean SFCA'S AND OBESITY 60585 WIRE TRSFR. East Asia and the Pacific COOPER BIOTIC LIGAND MODEL 5235 WIRE TRSFR. Europe (Including Iceland and Greenland) SFCA's and Obesity 50868 WIRE TRSFR. Middle East and North Africa Anthrax Research 129085 WIRE TRSFR. North America Cardiac Calcium Transport 115268 WIRE TRSFR. South Asia Anthrax Research 138832 WIRE TRSFR. Sub-Saharan Africa SFCA's and Obesity 47683 WIRE TRSFR. Sub-Saharan Africa SFCA's and Obesity 87507 WIRE TRSFR. 8 0 SCHOLARSHIPS Europe (Including Iceland and Greenland) 21 735258 WIRE TRSFR. FELLOWSHIPS Europe (Including Iceland and Greenland) 9 28621 WIRE TRSFR. true false true true true true FORM 990, SCHEDULE F, PART I, LINE 2 PROCEDURES FOR MONITORING USE OF GRANTS ANY 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 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 CAMPBELL COMPANY CONSULTING false 0 22888 -22888 HURON CONSULTING GROUP CONSULTING false 0 30348 -30348 0 53236 -53236 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 FOUNDER'S DINNR 532505 464124 68381 60878 135343 33675 83409 STRITCH DINNER 369110 313460 55650 300 143798 122900 43035 3 146916 81906 65010 13040 101622 6075 34116 1048531 859490 189041 74218 380763 162650 160560 778191 -589150 22764 11126 644 true 0.95000 22764 11126 644 11770 10994 IL true false true false 1.00000 Controller's Office 820 N Michigan Avenue Chicago IL 60611 false Athletics Department 0 Oversees athletic gaming events X false FORM 990, SCHEDULE G, PART I, LINE 2B AMOUNTS PAID TO CONSULTANTS FOR TRAINING AND CONSULTING DURING FISCAL YEAR 2019, THE UNIVERSITY SPENT $53,236 FOR TRAINING AND CONSULTING SERVICES RELATED TO FUNDRAISING. THESE SERVICES DID NOT INCLUDE ACTUAL OR DIRECT FUNDRAISING BUT INSTEAD PROVIDED GENERAL TRAINING AND CONSULTING TO EMPLOYEES OF THE UNIVERSITY WORKING IN THE AREA OF FUNDRAISING. FORM 990, SCHEDULE G, PART III THE GAMING ACTIVITIES DURING THE FISCAL YEAR 2019 WERE PRIMARILY RAFFLES HOSTED BY THE UNIVERSITY'S ATHLETIC DEPARTMENT DURING ITS VARIOUS SPORTING EVENTS. 50% OF THE GROSS REVENUE ACCUMULATED THROUGH THE RAFFLES WERE AWARDED TO THE WINNERS AND THE REMAINING PERCENTAGE WAS RETAINED BY THE UNIVERSITY. true Albert Einstein College Of Medicine 1300 Morris Park Ave Belfer Buildi Bronx NY 10461 472209056 501(c)(3) 58548 HIV Research American Heart Association PO Box 50035 Prescott AZ 86304 135613797 501(c)(3) 10100 Awards Ceremony Sponsorship Archdiocese Of Chicago 835 N Rush Street Chicago IL 60611 362170826 501(c)(3) 14500 Immigrant Justice Argonne National Lab PO Box 87916 Carol Stream IL 60188 680628477 170(c)(1) 79875 Nuclear Material Research Boise State University 1910 University Drive Boise ID 83725 820290701 501(c)(3) 15412 Frogbit Research Catholic Church Extension Society of USA 150 S Wacker Dr Ste 2000 Chicago IL 60606 366000520 501(c)(3) 6000 Awards Ceremony Sponsorship Catholic Lawyers Guild of Chicago 30 N Lasalle St Ste 1200 Chicago IL 60602 473313554 501(c)(3) 6000 Sponsorship for Red Mass Event Centro Romero 6216 N Clark Chicago IL 60660 363517408 501(c)(3) 76734 Minority Youth Program Chicago Assn For Res & Education in Science PO Box 250 Hines IL 60141 363334177 501(c)(3) 44436 Stroke Recovery Research Chicago Children's Museum 700 East Grande Ave Suite 127 Chicago IL 60611 363162474 501(c)(3) 55986 STEM Research Cincinnati Children's Hospital 3333 Burnet Avenue Cincinnati OH 45229 310833936 501(c)(3) 5399 Spina Bifida Research Columbia University PO Box 29789 New York NY 10087 135598093 501(c)(3) 31773 Urinary Research Dartmouth College 11 Rope Ferry Rd Suite 6210 Hanover NH 03755 020222111 501(c)(3) 5157 Great Lakes Research DePaul University 990 W Fullerton Avenue MSC 804 Chicago IL 60614 362167048 501(c)(3) 6370 The Surface Diels-Alder Reaction Research Evanston Public Library 1703 Orrington Ave Evanston IL 60201 366005870 170(c)(1) 29767 STEM Research Howard Brown Health Center 4025 N Sheridan Road Chicago IL 60613 362894128 501(c)(3) 36254 PLUS Loyola Clinical Center Johns Hopkins University 1800 Orleans Street Baltimore MD 21267 520595110 501(c)(3) 9625 Urinary Research Los Alamos National Laboratory PO Box 1663 Mall Stop P245 Los Alamos NM 87545 203104541 170(c)(1) 214919 Hepatitis C Virus Detection National Black Law Students Association 2316 9th Street 1st Floor St Louis MO 63104 237627201 501(c)(3) 7500 National Black Law Students Assoc Sponsorship Northwestern University 750 N Lake Shore Drive 7th Floor Chicago IL 60611 362167817 501(c)(3) 27781 Skin Disease Research DETECTION Oregon State University 312 Kerr Administration Building Corvallis OR 97331 611730890 170(c)(1) 6059 Great Lakes Research Peggy Notebaert Nature Museum 2430 N Cannon Drive Chicago IL 60614 360895575 501(c)(3) 35776 STEM Research Providence Health And Sciences PO Box 5977 M/C 672 Portland OR 97228 930386906 501(c)(3) 7500 Cancer Research Purdue University 401 South Grant Street West Lafayette IN 47907 356002041 501(c)(3) 366046 Viral Proteases Research Rush University Medical Center 1653 W Congress Pkwy Chicago IL 60612 362174823 501(c)(3) 18137 Pessaries Research Sault Ste Marie Tribe Of Chippewa Indians 523 Ashmun Street Sault Ste Marie MI 49783 237249643 7701(A)(40) 40156 Great Lakes Research Teachers College Columbia University 525 W 120th Street Box 21 422F T New York NY 10027 131624202 501(c)(3) 15893 Meta-Analysis Training Institute The JFA Institute 720 Kearney Street Denver CO 80220 383680643 501(c)(3) 91691 Criminal Justice Research RESEARCH Trustees Of The University Of Pennsylvania 3400 Chestnut Street Philadelphia PA 19104 231352685 501(c)(3) 17829 Antigen-independent Antibody Research SERVICE AREA CONTRIB. University Of California 9500 Gilman Drive MC 0009 La Jolla CA 92093 946036494 170(c)(1) 20750 PLUS Loyola Clinical Center University Of California Los Angeles Box 957089 1125 Murphy Hall 405 H Los Angeles CA 90095 956006143 170(c)(1) 13520 Urinary Research University Of California San Diego 9500 Gilman Drive MC 0009 PO BOX 1086 La Jolla CA 92093 956006144 170(c)(1) 186734 Urinary Research University Of Chicago 6054 South Drexel Ave Suite 300 Chicago IL 60637 362177139 501(c)(3) 283923 Hepatitis C Virus Detection University Of Connecticut 438 Whitney Road Ext Unit 1133 Storrs CT 06269 060772160 170(c)(1) 14711 Great Lakes Research University Of Illinois at Chicago 1737 West Polk St 310 AOB M/C 672 Chicago IL 60612 376000511 170(c)(1) 480000 Hepatitis C Virus Detection University Of Minnesota 505 Essex Street Minneapolis MN 55455 416007513 170(c)(1) 70202 Great Lakes Research University of New Mexico 1 University of New Mexico Albuquerque NM 87131 856000642 170(C)(1) 38969 Paratransgenic Sand Research DETECTION University Of Notre Dame 940 Grace Hall Notre Dame IN 46556 350868188 501(c)(3) 25226 Great Lakes Research University of South Florida 4202 E Fowler Avenue Tampa FL 33620 593102112 170(c)(1) 108324 Acute Respiratory Distress Syndrome Research University of Texas at Austin PO Box 7159 Austin TX 78713 746000203 170(c)(1) 16851 Meta-Analysis Training Institute University Of Washington PO Box 354966 Seattle WA 98195 916001537 170(c)(1) 10493 Urinary Research Varian Medical Systems Inc 3100 Hansen Way M/S E-047 Palo Alto CA 94304 942359345 OTHER 105258 Lung Tumor Research Wake Forest University Medical Center blvd Winston Salem NC 27157 560532138 501(c)(3) 6664 Urinary Research Washington University 1 Brookings Drive St Louis MO 63130 430653611 501(c)(3) 60000 SPG20 Disease Research Archdiocese of Chicago 3600 South Seeley Ave Chicago IL 60609 362170826 501(c)(3) 24183 Federal Work Study Reimbursement Asian Human Services 4753 North Broadway 700 Chicago IL 60640 363005889 501(c)(3) 9149 Federal Work Study Reimbursement Circesteem 4730 N Sheridan Road Chicago IL 60640 320050649 501(c)(3) 16544 Federal Work Study Reimbursement Housing Opportunities for Women 1607 W Howard St 2nd Floor Chicago IL 60626 363263818 501(c)(3) 6093 Federal Work Study Reimbursement Immanuel Lutheran Church 1500 W Elmdale Chicago IL 60660 362284282 501(c)(3) 8890 Federal Work Study Reimbursement Living Works 6808 N Ashland Blvd Chicago IL 60626 363946012 501(c)(3) 32244 Federal Work Study Reimbursement McGaw YMCA 1000 Grove Street Evanston IL 60201 362169194 501(c)(3) 6974 Federal Work Study Reimbursement Misericordia 6300 N Ridge Boulevard Chicago IL 60645 362170153 501(c)(3) 7479 Federal Work Study Reimbursement National Runaway Switchboard 3080 N Lincoln Chicago IL 60657 362726331 501(c)(3) 8833 Federal Work Study Reimbursement Sacred Heart Schools 6250 North Sheridan Chicago IL 60660 362170839 501(c)(3) 49514 Federal Work Study Reimbursement South-East Asisa Center 1134 W Ainslie Suite 300 Chicago IL 60640 363168093 501(c)(3) 5908 Federal Work Study Reimbursement United Church of Rogers Park 1545 W Morse Ave Chicago IL 60626 362677402 501(c)(3) 6009 Federal Work Study Reimbursement 53 2 FELLOWSHIPS 431 1075928 SCHOLARSHIPS 13253 229177141 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 X X true true X X X true true false false false false false true false JO ANN ROONEY PRESIDENT 602149 0 0 0 143032 0 30250 0 23457 0 798888 0 0 0 SUSAN BODIN TREASURER 170462 0 0 0 13102 0 20055 0 21781 0 225400 0 0 0 MARGARET FAUT CALLAHAN ACTING PROVOST 438697 0 25000 0 47087 0 30250 0 28747 0 569781 0 0 0 PAMELA G COSTAS VP GENERAL COUNSEL & SECRETARY 301428 0 75 0 44880 0 30250 0 11537 0 388170 0 0 0 PHILIP D HALE VP FOR GOVERNMENT AFFAIRS 215960 0 0 0 23244 0 23969 0 21945 0 285118 0 0 0 THOMAS M KELLY SR VP ADMIN. SERVICES 322938 0 0 0 45390 0 30250 0 62584 0 461162 0 0 0 WAYNE MAGDZIARZ SR VP & CFO/CBO 396464 0 0 0 43603 0 30250 0 10474 0 480791 0 0 0 SUSAN M MALISCH VP & CHIEF INFORMATION OFFICER 294219 0 0 0 37404 0 30250 0 55282 0 417155 0 0 0 JANE NEUFELD VP OF STUDENT DEVELOPMENT 230284 0 0 0 37741 0 27565 0 12646 0 308236 0 0 0 PAUL G ROBERTS VP ENROLL. MGMT & ST. SUCCESS 265588 0 0 0 23379 0 30250 0 20879 0 340096 0 0 0 JOHN M SCHIETINGER ASSISTANT SECRETARY 142701 0 0 0 4336 0 15869 0 22944 0 185850 0 0 0 JANET W SISLER VP FOR MISSION INTEGRATION 146982 0 0 0 11235 0 15823 0 9672 0 183712 0 0 0 WINIFRED WILLIAMS VP HR & CHIEF DIV OFFICER 247553 0 0 0 22592 0 27731 0 10064 0 307940 0 0 0 STEVEN AN GOLDSTEIN DEAN, SSOM (TERM ENDED 2/19) 640260 0 0 0 3714 0 30250 0 25833 0 700057 0 0 0 KEVIN STEVENS DEAN, QUINLAN SCHOOL OF BUS 311085 0 0 0 3917 0 30250 0 4405 0 349657 0 0 0 MICHAEL F ANDREWS DIR. JOHN FELICE ROME CENTER 249993 0 0 0 134130 0 28406 0 28276 0 440805 0 0 0 MICHAEL J KAUFMAN DEAN, SCHOOL OF LAW 374896 0 0 0 5689 0 30250 0 26135 0 436970 0 0 0 KATHERINE KNIGHT PROFESSOR OF MICROBIOLOGY 312091 0 3243 0 1247 0 30250 0 9584 0 356415 0 0 0 ROBERT KOLB PROFESSOR OF FINANCE 316217 0 225 0 4100 0 30250 0 21930 0 372722 0 0 0 PORTER MOSER MEN'S BASKETBALL HEAD COACH 854102 0 225000 0 17142 0 30250 0 28287 0 1154781 0 0 0 PATRICK M BOYLE FORMER OFFICER 260683 0 0 0 2875 0 30250 0 30848 0 324656 0 0 0 DAMON W CATES FORMER OFFICER TERM ENDED 5/18 163687 0 0 0 134636 0 13357 0 4221 0 315901 0 0 0 JOHN P PELISSERO FORMER OFFICER 426787 0 0 0 5969 0 30250 0 22036 0 485042 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. COMPANION TRAVEL UNIVERSITY-FUNDED EXPENSES FOR SPOUSES ARE TAXABLE COMPENSATION TO THE EMPLOYEE UNLESS THERE IS A DOCUMENTED "BONA FIDE BUSINESS PURPOSE" FOR THE SPOUSE'S TRAVEL. UNDER LIMITED CIRCUMSTANCES, THE UNIVERSITY MAY APPROVE EXPENSES FOR AN EMPLOYEE'S SPOUSE. GENERALLY THESE SITUATIONS ARE RELATED TO ALUMNI OR DONOR EVENTS WHERE DIRECT UNIVERSITY BENEFIT IS DERIVED FROM THE ATTENDANCE OF THE SPOUSE. IF A BONA FIDE BUSINESS PURPOSE DOES NOT EXIST, ANY AMOUNTS REIMBURSED OR PAID DIRECTLY FOR SPOUSAL EXPENSES MUST BE INCLUDED IN THE TAXABLE WAGES OF THE EMPLOYEE. TAX INDEMNIFICATION AND GROSS-UP PAYMENTS MICHAEL ANDREWS RECEIVED A TAX GROSS-UP PAYMENT OF $121,843 TO COVER ITALIAN TAXES, AS HE IS AN EMPLOYEE OF THE UNIVERSITYS JOHN FELICE ROME CENTER CAMPUS IN ITALY. HOUSING ALLOWANCE OR RESIDENCE FOR PERSONAL USE TWO OFFICERS AND ONE HIGHEST COMPENSATED EMPLOYEE WERE GIVEN A HOUSING ALLOWANCE IN CALENDAR YEAR 2018. THE HOUSING ALLOWANCE WAS CONSIDERED TAXABLE COMPENSATION TO THE EMPLOYEE. HEALTH OR SOCIAL CLUB DUES OR INITIATION FEES TWO OFFICERS WERE EXTENDED MEMBERSHIPS IN ORGANIZATIONS THAT ARE FOR THE PURPOSES OF UNIVERSITY BUSINESS AND ARE NOT TREATED AS TAXABLE COMPENSATION. IN ADDITION, TWO OFFICERS RECEIVED AN AIRLINE CLUB MEMBERSHIP FOR OFFICIAL UNIVERSITY BUSINESS PURPOSES AND ARE TREATED AS TAXABLE COMPENSATION. FORM 990, SCHEDULE J, PART I, LINE 4A RECEIVE A SEVERANCE PAYMENT OR CHANGE-OF-CONTROL PAYMENT DAMON CATES RECEIVED A SEVERANCE PAYMENT IN THE AMOUNT OF $107,122 DURING CALENDAR YEAR 2018. HIS EMPLOYMENT WITH THE UNIVERSITY ENDED ON MAY 23, 2018. 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 WHO CONTRIBUTED TO THE PLAN IN CALENDAR YEAR 2018 AND THERE WERE NO DISTRIBUTIONS FROM THE PLAN IN CALENDAR YEAR 2018. FORM 990, SCHEDULE J, PART I, LINE 7 SUPPLEMENTAL COMPENSATION INFORMATION FIVE PERSONS LISTED IN PART VII, SECTION A, LINE 1A RECEIVED NON-FIXED PAYMENTS DURING CALENDAR YEAR 2018. ONE PERSON RECEIVED A DISCRETIONARY BONUS FOR ADDITIONAL DUTIES, ONE PERSON RECEIVED A BONUS FOR PERFORMANCE, ONE PERSON RECEIVED A ROYALTY DISTRIBUTION, AND TWO PERSONS RECEIVED WELLNESS INCENTIVE PAYMENTS. DURING CALENDAR YEAR 2018, AS A RESULT OF A CHANGE IN UNIVERSITY POLICY, UNIVERSITY OFFICERS RECEIVED A ONE TIME PAYMENT OF THEIR ACCRUED VACATION PAY. THESE AMOUNTS ARE INCLUDED IN OTHER COMPENSATION. SUBSEQUENT TO THIS PAYOUT, UNIVERSITY OFFICERS NO LONGER ACCRUE VACATION PAY. A Illinois Finance Authority 861091967 45203TJA5 2008-06-04 80000000 REFUND & NEW CONST, SEE PART VI false false false B Illinois Finance Authority 861091967 45203HHM7 2012-05-31 104526524 REFUND & NEW CONST, SEE PART VI false false false A 5960000 0 80082002 0 0 0 0 0 0 45131597 34950405 0 2009 true false true true B 8695000 0 104575017 0 0 0 391389 0 0 60492499 43691129 0 2013 false true true true A false true true true false 0 false false false true B false false true true false 0 false false false true A false false true false true false 0 false 0 false true B false false true false false false 0 false 0 false true A true B true FORM 990, SCHEDULE K, PART I, LINE A, COLUMN F THE 2008 NOTES REFUNDED THE 2004B BONDS ISSUED 12/2/2004 AND THE REMAINING PROCEEDS FINANCED CONSTRUCTION AND EQUIPPING OF VARIOUS EDUCATIONAL FACILITIES. FORM 990, SCHEDULE K, PART I, LINE B, 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 $80,082,002 INCLUDES THE ORIGINAL ISSUE PRICE OF $80,000,000 AND $82,002 OF INVESTMENT EARNINGS. FORM 990, SCHEDULE K, PART II, LINE 3, COLUMN B 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 II, LINE 8, COLUMN A ACCORDING TO LINE 25 OF FORM 8038 FILED FOR THE 6/4/2008 BOND ISSUANCE, $856,473.61 OF BOND PROCEEDS WERE ALLOCATED TO CREDIT ENHANCEMENT FEES. HOWEVER, THESE PROCEEDS WERE ULTIMATELY USED FOR CONSTRUCTION COSTS. THEREFORE, THIS AMOUNT IS REPORTED ON SCHEDULE K, PART II, LINE 10 INSTEAD OF ON SCHEDULE K, PART II, LINE 8. FORM 990, SCHEDULE K, PART III, LINE 3B, COLUMN A & B 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, COLUMNS A & B 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 162039 false true true 162039 NA N/A 77500 STAFF DEPENDENT TUITION BEN Tuition NA N/A 6198 Scholarship Tuition CECILIA RODRIGUEZ SPOUSE OF TRUSTEE 139967 EMPLOYMENT false JENNIFER BOYLE SPOUSE OF FORMER OFFICER 150591 EMPLOYMENT false FORM 990, SCHEDULE L, PART IV BUSINESS TRANSACTIONS WITH INTERESTED PERSONS CECILIA RODRIGUEZ, WIFE OF RICHARD RODRIGUEZ, TRUSTEE, IS EMPLOYED BY THE REPORTING ORGANIZATION. MR. RODRIGUEZ 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. X 44 6015820 COST/SELLING PRICE X 2 2179793 COST/SELLING PRICE X 1 373000 COST/SELLING PRICE X 1247 22477 COST/SELLING PRICE X SPORTING EVENTS 47 14617 COST/SELLING PRICE X GIFT CERTIFICATES 217 9555 COST/SELLING PRICE X MISCELLANEOUS 422 5727 COST/SELLING PRICE 0 false true true FORM 990, SCHEDULE M, PART I, COLUMN B THE NUMBER OF CONTRIBUTIONS IS BEING REPORTED IN COLUMN B. 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 DESCRIPTION OF RELATIONSHIPS JO ANN ROONEY, PRESIDENT, AND GREG O'MEARA, TRUSTEE, BOTH 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 GEN 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 2018, THE UNIVERSITY PAID COMPENSATION AND BENEFITS IN THE AMOUNT OF $131,575 TO THE SOCIETY OF JESUS, THE FOUNDERS OF LOYOLA UNIVERSITY CHICAGO, FOR HIS SERVICES. RICK HAMMOND, TRUSTEE, RECEIVED COMPENSATION DURING CALENDAR YEAR 2018 FOR HIS SERVICES AS A PART TIME FACULTY MEMBER. FORM 990, PART XI, LINE 9 OTHER CHANGES IN NET ASSETS ROME CENTER EXCHANGE RATE GAIN/LOSS ($225,371) CHANGES IN POST RETIREMENT BENEFIT ($947,139) LOSS ON PROPERTY DISPOSALS ($539,827) OTHER ($187,455) ---------------- TOTAL ($1,899,792) 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 246071 CASH