2019-05-13T17:16:25-05:00 2018-06-30 ERNST & YOUNG US LLP 155 N Wacker Drive Chicago IL 60606 990 2017-07-01 361408475 LOYOLA UNIVERSITY OF CHICAGO % TERESA KRAFCISIN CONTROLLER LOYO 3129157676 820 N Michigan Avenue Chicago IL 606112147 WAYNE MAGDZIARZ SR. VP AND CFO/CBO 2019-05-13 TAMARA TARAZI P01266026 3128792000 164.57.159.254 36964520191335000009 2019-05-13 P 7D319CAA377E2C39961DD3CE78D69056D3793899 DE6C2DF5A9AF955A85F13E615B2394729CA127AA 2017 2019-02-21 02:37:17Z JO ANN ROONEY 820 N MICHIGAN AVENUE CHICAGO IL 60611 1047500158 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. 30 28 8975 1154 553374 481212 68878400 79243989 678375047 708677409 12453390 30665062 2021010 1121461 761727847 819707921 192101271 213024469 0 0 318920977 327892276 128579 80145 12446123 207143938 209823995 718294765 750820885 43433082 68887036 2143342552 2183629063 662405262 593174800 1480937290 1590454263 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 564409837 208745591 636178266 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. IN 2015 LOYOLA LAUNCHED ARRUPE COLLEGE, A 2 YEAR ASSOCIATE'S DEGREE PROGRAM FOR MOTIVATED STUDENTS WITH LIMITED FINANCIAL RESOURCES & AN INTEREST IN ATTENDING A 4 YEAR INSTITUTION. AT THE GRADUATE & PROFESSIONAL LEVELS, LOYOLA DELIVERS A HIGH-QUALITY EDUCATION THAT IS CHARACTERIZED BY EXCELLENCE, INNOVATION, JUSTICE, & LEADERSHIP. 41270000 2720636 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. 60111000 1558242 73813555 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. 0 0 0 665790837 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 false 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 19078 1 true 8975 true true true true IT UK VM false false false true true true 1 false false false X 30 28 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 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 THOMAS P GREENE SJ TRUSTEE (RESIGNED 6/18) 1.0 0.0 X 0 0 0 RICHARD J GILFILLAN MD TRUSTEE 1.0 0.0 X 0 0 0 RICK HAMMOND TRUSTEE 1.0 0.0 X 0 0 0 MARVIN I HERMAN TRUSTEE (TERM ENDED 6/18) 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 PATRICK J KELLY TRUSTEE (TERM ENDED 6/18) 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 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 CARLOS MONTOYA TRUSTEE (TERM ENDED 6/18) 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 ROBERT L PARKINSON JR CHAIRMAN OF THE BOARD, TRUSTEE 1.0 0.0 X 0 0 0 RICHARD L RODRIGUEZ TRUSTEE 1.0 0.0 X 0 0 0 JO ANN ROONEY PRESIDENT 40.0 0.0 X X 646636 0 38411 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 STEPHEN P SQUINTO TRUSTEE 1.0 0.0 X 0 0 0 CYNTHIA H STARK TRUSTEE 1.0 0.0 X 0 0 0 JOAN E STEEL TRUSTEE (TERM ENDED 6/18) 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 CHERRYL THOMAS TRUSTEE (RESIGNED 6/18) 1.0 0.0 X 0 0 0 MARY A TOLAN TRUSTEE (TERM ENDED 6/18) 1.0 0.0 X 0 0 0 KEVIN WILLER TRUSTEE 1.0 0.0 X 0 0 0 Mary Ann Zollmann BVM Trustee (TERM ENDED 6/18) 1.0 0.0 X 0 0 0 SUSAN BODIN TREASURER (eff. 9/17) 40.0 0.0 X 137123 0 35789 MARGARET FAUT CALLAHAN ACTING PROVOST 40.0 0.0 X 403948 0 58304 DAMON W CATES SR VP ADVANCEMENT 40.0 0.0 X 266067 0 17747 PAMELA G COSTAS VP GENERAL COUNSEL & SECRETARY 40.0 0.0 X 287390 0 39396 PHILIP D HALE VP GOVERNMENT AFFAIRS 40.0 0.0 X 204529 0 41912 THOMAS M KELLY SR VP ADMIN. SERVICES 40.0 0.0 X 312211 0 122788 WAYNE MAGDZIARZ SR VP & CFO/CBO 40.0 0.0 X 362964 0 38674 SUSAN M MALISCH VP CHIEF INFORMATION OFFICER 40.0 0.0 X 297229 0 82011 JANE NEUFELD VP STUDENT DEVELOPMENT 40.0 0.0 X 227895 0 35728 JOHN P PELISSERO PROVOST (thru 12/17) 40.0 0.0 X 428217 0 49724 JAMES PREHN SJ VP & CHIEF OF STAFF 40.0 0.0 X 0 0 0 PAUL G ROBERTS VP ENROLLMENT MANAGEMENT 40.0 0.0 X 245768 0 42005 JOHN M SCHIETINGER ASSISTANT SECRETARY 40.0 0.0 X 137456 0 46003 KELLY SHANNON VP MKTNG & COM. (THRU 7/17) 40.0 0.0 X 291179 0 34742 WINIFRED WILLIAMS VP FOR HR & CHIEF DIV OFFICER 40.0 0.0 X 219743 0 29131 STEVEN AN GOLDSTEIN DEAN, SSOM (EFF. 5/17) 40.0 0.0 X 454621 0 46643 KEVIN STEVENS DEAN, QUINLAN SCHOOL OF BUS 40.0 0.0 X 310538 0 32936 WALTER K JONES PROFESSOR OF PHARMACOLOGY 40.0 0.0 X 325501 0 47303 MICHAEL J KAUFMAN DEAN, SCHOOL OF LAW 40.0 0.0 X 362145 0 55970 KATHERINE KNIGHT PROFESSOR OF MICROBIOLOGY 40.0 0.0 X 328144 0 38296 ROBERT KOLB PROFESSOR OF FINANCE 40.0 0.0 X 315197 0 49341 PORTER MOSER HEAD BASKETBALL COACH 40.0 0.0 X 465613 0 52653 PATRICK M BOYLE FORMER OFFICER 40.0 0.0 X 275738 0 77103 ROBERT A MUNSON FORMER OFFICER 40.0 0.0 X 132185 0 25761 7438037 0 1138371 635 true true false ARAMARK CORPORATION 1125 W LOYOLA AVE SUITE 110 CHICAGO IL 60626 FOOD SERVICES 21197060 B STROMBERG CONSTRUCTION CO 5831 DEMPSTER ST MORTON GROVE IL 60053 CONSTRUCTION 13827890 THE MILLARD GROUP 7301 N CICERO AVE LINCOLNWOOD IL 60712 HOUSEKEEPING 6857408 BULLEY ANDREWS MASONRY RESTORATIO 1755 W ARMITAGE AVE CHICAGO IL 60622 MASONRY AND ROOFING 4206394 SODEXO INC AFFILIATES 9801 WASHINGTON BLVD GAITHERSBURG MD 20878 HOUSEKEEPING 1724187 93 525015 375584 32636439 45706951 8392510 79243989 Tuition and fees 611710 593586277 593586277 0 0 Auxiliary 611710 73813555 73813555 0 0 ACADEMIC SUPPORT-TRINITY HEALTH 611710 23910187 23910187 0 0 OTHER STUDENT SERVICES 611710 17367390 17367390 0 0 708677409 13636685 185774 13450911 0 925439 925439 13342604 13715620 -373016 0 -373016 -373016 230143916 650000 212989274 776265 17154642 -126265 17028377 17028377 110843 525015 304728 -193885 -193885 12700 6350 6350 6350 0 0 0 Interest on student loans 611600 388973 388973 0 0 FITNESS CENTER 713940 335655 0 335655 0 CONFERENCE SERVICES 523000 8651 0 8651 0 23294 23294 0 756573 819707921 709991821 553374 29918737 2576717 2576717 209324756 209324756 1122996 1122996 0 6153915 1157710 4384351 611854 244358 128406 115952 0 251510688 217951073 28284283 5275332 23288475 19810502 2854582 623391 29330395 25268192 3316249 745954 17364445 14989774 2040050 334621 0 0 0 0 509798 246976 261941 881 474063 0 474063 0 0 0 0 0 80145 80145 3177673 0 3177673 0 23877894 20417859 2639846 820189 3719209 2084566 1537748 96895 25651520 24005843 1043302 602375 10118094 4126607 5866447 125040 6499 6499 0 0 21290739 16733417 4121413 435909 4269379 4019871 43226 206282 0 0 0 0 7260660 6772395 349597 138668 15238435 12930968 1949965 357502 0 0 0 0 55376456 47134542 7162851 1079063 2847616 2033559 682550 131507 AUXILIARY 14949055 14686032 230195 32828 INSTITUTIONAL SUPPORT 6455797 4608343 1280890 566564 SPONSORED RESEARCH 2987723 2987723 OPERATIONS AND MAINTENANCE 2551384 2317702 202191 31491 9062001 8347809 564560 149632 750820885 665790837 72583925 12446123 0 9909157 8780522 62927268 61539635 30837623 33628377 37307936 20533071 0 201169 0 0 19899984 19484098 3381 7975 5335328 7062492 1772418544 690530743 1109769592 1081887801 427577927 464948535 405610116 462360233 832363 889973 0 0 33331877 22305182 2143342552 2183629063 54390613 56358014 0 0 57868498 49356185 190293803 165946898 2064182 1497314 0 0 9905113 9929175 245438013 227908037 102445040 82179177 662405262 593174800 X 1115742930 1190515895 187396158 209690954 177798202 190247414 1480937290 1590454263 2143342552 2183629063 X 68887036 26289641 0 0 0 14340296 X false true X true true true X 92679412 79561102 68385171 68878400 79243989 388748074 0 0 92679412 79561102 68385171 68878400 79243989 388748074 0 388748074 24047572 26207233 24917760 24454239 26927598 126554402 1328439 328520 49935 73696 553374 2333964 0 517636440 3220933722 0.75101 0.75279 X true true false 0 true 0 false 0 false 0 true 274483 false 0 true 1953 276436 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 1D MAILINGS TO MEMBERS Members of Congress were contacted and asked to support the DREAM Act. FORM 990, SCHEDULE C, PART II-B, LINE 1G DIRECT CONTACT WITH LEGISLATORS During fiscal year 2018, 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 and tax issues at the federal, state, and city levels. At the federal level, contacts also involved support for the DREAM Act. In addition, lobbying efforts were taken at the end of 2017 to advocate against proposed tax reform bill provisions that negatively impacted students. FORM 990, SCHEDULE C, PART II-B, LINE 1I Several Loyola medical students traveled to Washington, D.C. to advocate for the DREAM Act on January 30, 2018. X 6 6 1 false 10.00 1084 0 19419795 X X X X X SEE PART XIII false false true X 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 461948836 19159344 69243593 3592125 6520480 1715778 538523390 0.50690 0.26090 0.23220 false false 23412290 133677451 157089741 66106290 1291317267 540859044 816564512 747188 57381378 38428957 19699609 857010 149588686 98265422 52180274 0 49330985 12977320 36353665 1081887801 MARKETABLE EQUITY INVESTMENTS 297089811 F PRIVATE EQUITY INVESTMENTS 73537490 F FIXED INCOME INVESTMENTS 51493074 F REAL ESTATE 26166615 F CASH CLEARING ACCOUNT 14073243 F 462360233 0 COND. ASSET RETIREMENT OBLIGATION 3089456 REFUNDABLE ADVANCES - LOANS 17265595 PENSION AND OTHER POST RETIREMENT 61161171 CAPITAL LEASE OBLIGATION 662955 82179177 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 TEN 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 THE LOYOLA UNIVERSITY MUSEUM OF ART (LUMA) COLLECTION WAS DEVELOPED FOR NEW ACQUISITIONS OF ART THAT ADDRESS THE LUMA MISSION AS A COMPLEMENT TO THE D'ARCY COLLECTION AND INCLUDES ART AND ARTIFACTS FROM ANTIQUITIES TO THE PRESENT. RECENT ACQUISITIONS HAVE INCLUDED NEOLITHIC SCULPTURE, CONTEMPORARY PRINTS, DRAWINGS, PHOTOGRAPHS AND TEXTILES. LUMA IS DEDICATED TO THE EXPLORATION, PROMOTION AND UNDERSTANDING OF ART AND ARTISTIC EXPRESSION THAT ATTEMPTS TO ILLUMINATE THE ENDURING SPIRITUAL QUESTIONS AND CONCERNS OF ALL CULTURES AND SOCIETIES. THE MUSEUM INTERPRETS AND DISPLAYS THE UNIVERSITY'S MEDIEVAL AND RENAISSANCE COLLECTION, KNOWN AS THE MARTIN D'ARCY, S.J. COLLECTION, OTHER MUSEUM PERMANENT COLLECTIONS AND ROTATING EXHIBITIONS. AS A MUSEUM WITH AN INTEREST IN EDUCATION AND EDUCATIONAL PROGRAMMING, THE LOYOLA UNIVERSITY MUSEUM OF ART REFLECTS THE UNIVERSITY'S JESUIT MISSION AND IS DEDICATED TO HELPING MEN AND WOMEN OF ALL CREEDS EXPLORE THE ROOTS OF THEIR OWN FAITH AND SPIRITUAL QUEST. 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 22, 2018 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 South America Program services Study Abroad Programs 75032 Europe (Including Iceland and Greenland) 1 76 Program services Study Abroad Campus 9341757 Middle East and North Africa Program services Study Abroad Programs 11660 East Asia and the Pacific 1 20 Program services Study Abroad Programs 760864 Central America and the Caribbean 1 Program services Study Abroad Programs 47191 North America Program services Study Abroad Programs 8822 East Asia and the Pacific 1 Program services Research & Marketing 36300 Europe (Including Iceland and Greenland) 5 Program services Conf. Travel, Mktg 104494 North America 2 Program services Conf. Travel & Researc 23380 South America Program services Conf. Travel 1701 South Asia 1 Program services Research 27200 Sub-Saharan Africa 1 Program services Research 15517 Middle East and North Africa Program services Conf. Travel 1500 Russia and the Newly Independent States 3 Program Services Field Research 10944 Middle East and North Africa Grantmaking 17583 Europe (Including Iceland and Greenland) Grantmaking 28926 Sub-Saharan Africa Grantmaking 67954 Central America and the Caribbean Grantmaking 29455 Europe (Including Iceland and Greenland) Investments 19448283 Central America and the Caribbean Investments 184771637 2 110 2 110 10580825 204249375 214830200 Central America and the Caribbean SFCA'S AND OBESITY 29455 WIRE TRSFR. Europe (Including Iceland and Greenland) SFCA'S AND OBESITY 28926 WIRE TRSFR. Sub-Saharan Africa SICKLE CELL RESEARCH 13954 WIRE TRSFR. Sub-Saharan Africa SFCA'S AND OBESITY 54000 WIRE TRSFR. Middle East and North Africa ANTHRAX RESEARCH 17583 WIRE TRSFR. 5 0 SCHOLARSHIP Europe (Including Iceland and Greenland) 21 797534 WIRE TRSFR. FELLOWSHIP Europe (Including Iceland and Greenland) 14 181544 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 WE MAINTAIN A SEPARATE SUB-LEDGER RELATED TO OUR ROME CENTER STUDY ABROAD CAMPUS, WHICH INCLUDES THE EXPENSES RELATED TO THAT PROGRAM. FOR STUDY ABROAD PROGRAMS WHICH ARE CONDUCTED THROUGH OTHER EDUCATIONAL INSTITUTIONS WE MAINTAIN SEPARATE ACCOUNTING UNITS WITHIN OUR GENERAL LEDGER IN ORDER TO TRACK THESE EXPENSES. FORM 990, SCHEDULE F, PART II METHOD USED TO ACCOUNT FOR CASH GRANTS IN PART II GRANT ASSISTANCE IS RECOGNIZED WHEN THE EXPENSES ARE INCURRED. WE MAINTAIN A SEPARATE ACCOUNTING UNIT FOR EACH GRANT WITHIN OUR GENERAL LEDGER IN ORDER TO TRACK THESE EXPENSES. X X X X X X X true CAMPBELL COMPANY CONSULTING false 20670 -20670 BENTZ WHALEY FLESSNER CONSULTING false 51635 -51635 OLENA M MARSHALL CONSULTING false 7840 -7840 80145 -80145 AL AK AZ AR CA CO CT DC FL GA HI ID IL IN 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 STRITCH DINNER 506459 434099 72360 98034 142966 14935 2090 BISTRO MICETICH 36546 36546 2672 6385 429 3 92853 54370 38483 11763 11313 14141 635858 525015 110843 112469 160664 14935 16660 304728 -193885 FORM 990, SCHEDULE G, PART I, LINE 2B AMOUNTS PAID TO CONSULTANTS FOR TRAINING AND CONSULTING DURING FISCAL YEAR 2018, THE UNIVERSITY SPENT $80,145 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. true ALBERT EINSTEIN COLLEGE OF MEDICINE 1300 MORRIS PARK AVE BELFER BUILDI BRONX NY 10461 472209056 501(c)(3) 65662 HIV RESEARCH AMERICAN HEART ASSOCIATION PO Box 50035 Prescott AZ 86304 135613797 501(c)(3) 13200 AWARDS CEREMONY SPONSORSHIP ARCHIDIOCESE OF CHICAGO 835 N Rush Street CHICAGO IL 60611 362170826 501(c)(3) 14000 IMMIGRANT JUSTICE Argonne National Laboratory PO Box 87916 Carol Stream IL 60188 680628477 170(c)(1) 98203 NUCLEAR MATERIAL RESEARCH Boise State University 1910 UNIVERSITY DRIVE BOISE ID 83725 820290701 170(c)(1) 36359 FROGBIT RESEARCH Centro Romero 6216 N Clark Chicago IL 60660 363517408 501(c)(3) 67927 Minority Youth Program Chicago Assn For Res & Education in Science PO BOX 250 Hines IL 60141 363334177 501(c)(3) 5705 Stroke Recovery Research Chicago Children's Museum 700 East Grande Ave Suite 127 Chicago IL 60611 363162474 501(c)(3) 34629 STEM RESEARCH Cincinnati Children's Hospital 3333 Burnet Avenue DEPARTMENT OF PERSONNEL SERVICES Cincinnati OH 45229 310833936 501(c)(3) 37956 Spina Bifida Research Columbia University PO Box 29789 New York NY 10087 135598093 501(c)(3) 18464 urinary research Cristo Rey Jesuit High School 1852 West 22nd Place Chicago IL 60608 364067306 501(c)(3) 9500 community health Dartmouth College 11 Rope Ferry Rd Suite 6210 Hanover NH 03755 020222111 501(c)(3) 19874 Great Lakes research Edgewater Chamber Of Commerce 1210 W Rosedale Ave Chicago IL 60660 363311042 501(c)(3) 7500 SPONSORSHIP Evanston Public Library 1703 Orrington Ave Evanston IL 60201 366005870 170(c)(1) 47958 STEM RESEARCH Harvard University PO Box 415649 MSC 804 Boston MA 02241 042103580 501(c)(3) 39510 EDUCATION RESEARCH Health And Medicine Policy Research Group 29 E Madison St Suite 602 Chicago IL 60602 363143826 501(c)(3) 20000 HEALTH REFORM The Albert Schweitzer Fellowship 29 E Madison St Suite 602 Chicago IL 60602 363143826 501(c)(3) 10000 HEALTH & MEDICINE POLICY SPONSORSHIP Heartland Alliance 33 W Grand Ave Suite 500 Chicago IL 60654 361877640 501(c)(3) 24275 ISEIF RESEARCH Heartland International Health Center 3048 North Wilton Ave Chicago IL 60657 363843377 501(c)(3) 25000 GALE SCHOOL SMART CLINIC DONATION Johns Hopkins University 1800 Orleans Street Baltimore MD 21267 520595110 501(c)(3) 5222 URINARY RESEARCH Los Alamos National Laboratory PO Box 1663 Mall Stop P245 Los Alamos NM 87545 203104541 170(c)(1) 229624 HEPATITIS C VIRUS DETECTION Medical University Of South Carolina 19 Hagood Ave Suite 303 MSC 804 Charleston SC 29425 576000722 170(c)(1) 90292 Vitiligo Research Michigan Technological University 1400 Townsend Dr Houghton MI 49931 386005955 170(c)(1) 27943 FROGBIT RESEARCH National Medical Fellowships 347 Fifth Ave Suite 510 M/C 672 New York NY 10016 010963657 501(c)(3) 10000 NAT MED FELLOWSHIP SPONSORSHIP Northwestern University 750 N Lake Shore Drive 7th Floor Chicago IL 60611 362167817 501(c)(3) 82200 SKIN DISEASE RESEARCH Oregon State University 312 Kerr Administration Building Corvallis OR 97331 611730890 170(c)(1) 41568 FROGBIT RESEARCH Peggy Notebaert Nature Museum 2430 N Cannon Drive Chicago IL 60614 360895575 501(c)(3) 39391 BUTTERFLY BALL SPONSORSHIP Providence Health And Services PO Box 5977 Portland OR 97228 930386906 501(c)(3) 69000 CANCER RESEARCH Purdue University 401 South Grant Street West Lafayette IN 47907 356002041 501(c)(3) 148405 VIRAL PROTEASES RESEARCH Rogers Park Business Alliance 1448 W Morse Ave Chicago IL 60626 363357551 501(c)(3) 30000 SHERIDAN ROAD SPECIAL SERVICE AREA CONTRIB. Sisters Of CharityBlessed Virgin Mary 1100 Carmel Dr Dubuque IA 52003 521235775 501(c)(3) 100000 CONTRIBUTION The JFA Institute 720 Kearney Street Denver CO 80220 383680643 501(c)(3) 84888 CRIMINAL JUSTICE RESEARCH University Of California 9500 Gilman Drive MC 0009 PO BOX 1086 La Jolla CA 92093 946036494 170(c)(1) 72572 PLUS LOYOLA CLINICAL CENTER University Of California Los Angeles Box 957089 1125 Murphy Hall 405 H Los Angeles CA 90095 956006143 170(c)(1) 26415 URINARY RESEARCH University Of Chicago 6054 South Drexel Ave Suite 300 Chicago IL 60637 362177139 501(c)(3) 171866 HEPATITIS C VIRUS DETECTION University Of Connecticut 438 Whitney Road Ext Unit 1133 Storrs CT 06269 060772160 170(c)(1) 26515 GREAT LAKES RESEARCH University of Illinois 506 S Wright Street Urbana IL 61801 376000511 170(c)(1) 10301 CARDIOPROTECTION RESEARCH University Of Illinois at Chicago 1737 West Polk St 310 AOB M/C 672 Chicago IL 60612 376000511 170(c)(1) 252192 HEPATITIS C VIRUS DETECTION University Of Minnesota 505 Essex Street Minneapolis MN 55455 416007513 170(c)(1) 21508 CARDIOPROTECTION RESEARCH University Of Notre Dame 940 Grace Hall Notre Dame IN 46556 350868188 501(c)(3) 14496 BLACKBIRDS PREY RESEARCH University Of Virginia PO Box 400195 Charlottesville VA 22904 546001796 170(c)(1) 49070 HIV RESEARCH University Of Washington PO Box 354966 Seattle WA 98195 916001537 170(c)(1) 15153 URINARY RESEARCH Wake Forest University Medical Center blvd Winston Salem NC 27157 560532138 501(c)(3) 38931 URINARY RESEARCH Ann & Robert H Lurie Children's Hospital 225 E Chicago Box 205 Chicago IL 60611 362170833 501(c)(3) 7008 Federal Work Study Reimbursement Archdiocese of Chicago 3600 South Seeley Ave Chicago IL 60609 362170826 501(c)(3) 11647 Federal Work Study Reimbursement Asian Human Services 4753 North Broadway 700 Chicago IL 60640 363005889 501(c)(3) 15158 Federal Work Study Reimbursement Centro Romero 6216 N Clark Chicago IL 60660 363517408 501(c)(3) 10351 Federal Work Study Reimbursement Circesteem 4730 N Sheridan Road Chicago IL 60640 320050649 501(c)(3) 24667 Federal Work Study Reimbursement Housing Opportunities for Women 1607 W Howard St 2nd Floor Chicago IL 60626 363263818 501(c)(3) 7764 Federal Work Study Reimbursement Immanuel Lutheran Church 1500 W Elmdale Chicago IL 60660 362284282 501(c)(3) 8528 Federal Work Study Reimbursement Interfaith Worker Justice 1020 W Bryn Mawr 4th Floor Chicago IL 60660 364063982 501(c)(3) 5123 federal work study reimbursement Living Works 6808 N Ashland Blvd Chicago IL 60626 363946012 501(c)(3) 32374 Federal Work Study Reimbursement McGaw YMCA 1000 Grove Street Evanston IL 60201 362169194 501(c)(3) 5451 FEDERAL WORK STUDY REIMBURSEMENT Misericordia 6300 N Ridge Boulevard Chicago IL 60645 362170153 501(c)(3) 7543 Federal Work Study Reimbursement National Runaway Switchboard 3080 N Lincoln Chicago IL 60657 362726331 501(c)(3) 7397 federal work study reimbursement Office of Catholic Charities 835 N Rush Street Chicago IL 60611 362170821 501(c)(3) 11824 federal work study reimbursement Sacred Heart Schools 6250 North Sheridan Chicago IL 60660 362170839 501(c)(3) 49294 federal work study reimbursement South-East Asia Center 1134 W Ainslie Suite 300 Chicago IL 60640 363168093 501(c)(3) 6310 Federal Work Study Reimbursement United Church of Rogers Park 1545 W Morse Ave Chicago IL 60626 362677402 501(c)(3) 18983 federal work study reimbursement 56 0 FELLOWSHIPS 442 1088972 SCHOLARSHIPS 12826 208235784 FORM 990, SCHEDULE I 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 true true X X X true true false false false false false true false JO ANN ROONEY PRESIDENT 547814 0 0 0 98822 0 29750 0 9594 0 685980 0 0 0 SUSAN BODIN TREASURER (eff. 9/17) 136256 0 867 15815 0 20478 0 173416 0 0 0 MARGARET FAUT CALLAHAN ACTING PROVOST 397312 0 0 0 6636 0 29750 0 29473 0 463171 0 0 0 DAMON W CATES SR VP ADVANCEMENT 255715 10000 352 12762 0 5568 0 284397 0 0 0 PAMELA G COSTAS VP GENERAL COUNSEL & SECRETARY 286329 0 1061 29750 0 10519 0 327659 0 0 0 PHILIP D HALE VP GOVERNMENT AFFAIRS 203143 0 1386 21938 0 20713 0 247180 0 0 0 THOMAS M KELLY SR VP ADMIN. SERVICES 296081 15000 1130 29750 0 93934 0 435895 0 0 0 WAYNE MAGDZIARZ SR VP & CFO/CBO 345557 15000 2407 29750 0 9836 0 402550 0 0 0 SUSAN M MALISCH VP CHIEF INFORMATION OFFICER 288642 7500 1087 29750 0 53142 0 380121 0 0 0 JANE NEUFELD VP STUDENT DEVELOPMENT 226358 0 1537 24583 0 11938 0 264416 0 0 0 JOHN P PELISSERO PROVOST (thru 12/17) 424653 0 3564 29750 0 20907 0 478874 0 0 0 PAUL G ROBERTS VP ENROLLMENT MANAGEMENT 244859 0 909 27488 0 15338 0 288594 0 0 0 JOHN M SCHIETINGER ASSISTANT SECRETARY 137266 0 190 15049 0 31478 0 183983 0 0 0 KELLY SHANNON VP MKTNG & COM. (THRU 7/17) 122159 75 168945 19102 0 16040 0 326321 0 0 0 WINIFRED WILLIAMS VP FOR HR & CHIEF DIV OFFICER 218285 0 1458 20470 0 9433 0 249646 0 0 0 STEVEN AN GOLDSTEIN DEAN, SSOM (EFF. 5/17) 427332 0 27289 29750 0 17515 0 501886 0 0 0 KEVIN STEVENS DEAN, QUINLAN SCHOOL OF BUS 304274 0 6264 29750 0 4083 0 344371 0 0 0 WALTER K JONES PROFESSOR OF PHARMACOLOGY 321953 0 3548 21650 0 26584 0 373735 0 0 0 MICHAEL J KAUFMAN DEAN, SCHOOL OF LAW 344844 15000 2301 29750 0 27149 0 419044 0 0 0 KATHERINE KNIGHT PROFESSOR OF MICROBIOLOGY 305535 22609 0 29750 0 9032 0 366926 0 0 0 ROBERT KOLB PROFESSOR OF FINANCE 311129 75 3993 29750 0 20351 0 365298 0 0 0 PORTER MOSER HEAD BASKETBALL COACH 464803 0 810 27000 0 26585 0 519198 0 0 0 PATRICK M BOYLE FORMER OFFICER 272742 0 2996 29750 0 48220 0 353708 0 0 0 ROBERT A MUNSON FORMER OFFICER 104664 75 27446 16243 0 9820 0 158248 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. HOUSING ALLOWANCE OR RESIDENCE FOR PERSONAL USE ONE OFFICER WAS GIVEN A HOUSING ALLOWANCE IN CALENDAR YEAR 2017. THE HOUSING ALLOWANCE WAS CONSIDERED TAXABLE COMPENSATION TO THE EMPLOYEE. HEALTH OR SOCIAL CLUB DUES OR INITIATION FEES FOUR OFFICERS AND ONE HIGHEST COMPENSATED EMPLOYEE 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 AIRLINE CLUB MEMBERSHIPS 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 KELLY SHANNON RECEIVED A SEVERANCE PAYMENT IN THE AMOUNT OF $131,695 DURING CALENDAR YEAR 2017. HER EMPLOYMENT WITH THE UNIVERSITY ENDED ON JULY 7, 2017. FORM 990, SCHEDULE J, PART I, LINE 4B PARTICIPATE IN, OR RECEIVE PAYMENT FROM, A SUPPLEMENTAL NONQUALIFIED RETIREMENT PLAN PRESIDENTS, PROVOSTS, SENIOR VICE PRESIDENTS, VICE PRESIDENTS AND DEANS ARE ELIGIBLE TO PARTICIPATE IN A 457(B) NONQUALIFIED RETIREMENT PLAN. THERE WERE 9 OFFICERS WHO CONTRIBUTED TO THE PLAN AND THERE WERE NO DISTRIBUTIONS FROM THE PLAN IN CALENDAR YEAR 2017. FORM 990, SCHEDULE J, PART I, LINE 7 SUPPLEMENTAL COMPENSATION INFORMATION NINE PERSONS LISTED IN PART VII, SECTION A, LINE 1A RECEIVED NON-FIXED PAYMENTS DURING CALENDAR YEAR 2017. TWO PERSONS RECEIVED A SIGNING BONUS, THREE PERSONS RECEIVED A DISCRETIONARY BONUS FOR ADDITIONAL DUTIES, ONE PERSON RECEIVED A ROYALTY DISTRIBUTION, AND THREE PERSONS RECEIVED WELLNESS INCENTIVE PAYMENTS. A Illinois Finance Authority 861091967 45203THM1 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 6335000 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 201169 false true true 201169 NA N/A 3152 GRANT TUITION NA N/A 6198 SCHOLARSHIP TUITION NA N/A 36648 STAFF DEPENDENT TUITION BEN TUITION CECILIA RODRIGUEZ SPOUSE OF TRUSTEE 115952 EMPLOYMENT false JENNIFER BOYLE SPOUSE OF FORMER OFFICER 122861 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 80 COST/SELLING PRICE X 4715 COST/SELLING PRICE X 89 8336090 COST/SELLING PRICE X 7 760 COST/SELLING PRICE X 1655 33250 COST/SELLING PRICE X 78 3210 COST/SELLING PRICE X GIFT CERTIFICATES 86 6395 COST/SELLING PRICE X Sporting Events 47 4784 COST/SELLING PRICE X MISCELLANEOUS 52 3226 COST/SELLING PRICE 1 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 PATRICK KELLY, TRUSTEE, AND KEVIN WILLER, TRUSTEE, BOTH SIT ON THE BOARD OF AN UNRELATED ORGANIZATION. THEREFORE THEY HAVE A BUSINESS RELATIONSHIP. JO ANN ROONEY, PRESIDENT, AND JOHN FITZGIBBONS S.J., 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 SENIOR TAX ANALYST WORKS WITH A PUBLIC ACCOUNTING FIRM TO COMPLETE A DRAFT FORM 990. THIS IS THEN REVIEWED IN DETAIL BY THE DIRECTOR OF GENERAL ACCOUNTING, CONTROLLER AND THE ACCOUNTING FIRM'S ENGAGEMENT MANAGEMENT TEAM. THE DRAFT FORM IS THEN REVIEWED BY THE SENIOR VICE PRESIDENT FOR FINANCE AND CFO. 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, DIRECTORS, TRUSTEES, AND KEY EMPLOYEES, ALONG WITH A CONFLICT OF INTEREST DISCLOSURE STATEMENT. EVERY EFFORT IS MADE TO OBTAIN COMPLETED AND SIGNED DISCLOSURE STATEMENTS FROM ALL THOSE TO WHOM IT WAS DISTRIBUTED. FORM 990, PART VI, LINE 15 PROCESS FOR DETERMINING COMPENSATION EXECUTIVE COMPENSATION HAS BEEN DOCUMENTED AND DISCUSSED AT LEAST ANNUALLY AT A COMPENSATION SUB-COMMITTEE OF THE EXECUTIVE COMMITTEE OF THE BOARD OF TRUSTEES. THE HUMAN RESOURCES DEPARTMENT OF THE UNIVERSITY PREPARES COMPARATIVE AND HISTORICAL INFORMATION FOR THE SUB-COMMITTEE TO REVIEW FOR EACH OF THE FOLLOWING POSITIONS: PRESIDENT, PROVOSTS AND VICE-PRESIDENTS. THE INFORMATION PROVIDED INCLUDES A SALARY HISTORY, AN ANNUAL TOTAL COMPENSATION TALLY SHEET, A DETAILED COMPARISON OF COMPENSATION TO OTHER PEER INSTITUTIONS INCLUDING MEMBERS OF THE ASSOCIATION OF JESUIT COLLEGES AND UNIVERSITIES (AJCU) AS WELL AS OTHER DOCTORAL INSTITUTIONS OF COMPARABLE SIZE. MOST OF THE COMPENSATION DATA COMES FROM THE COLLEGE AND UNIVERSITY PROFESSIONAL ASSOCIATION - HUMAN RESOURCES (CUPA-HR) ANNUAL SALARY SURVEY. PRIOR TO THE MEETING, THE CHAIRMAN OF THE BOARD OF TRUSTEES REVIEWS THE COMPENSATION DATA, ASSESSES PERFORMANCE, AND PROPOSES COMPENSATION FOR THE PRESIDENT. THESE PROPOSALS, ALONG WITH THE COMPARABILITY DATA, ARE THEN REVIEWED, DISCUSSED AND APPROVED AT THE COMPENSATION SUB-COMMITTEE MEETING. ADDITIONALLY, A SUMMARY REPORT OF THIS DATA AND COMPENSATION DECISIONS WILL BE MADE TO THE FULL BOARD OF TRUSTEES. THE HUMAN RESOURCES DEPARTMENT DOCUMENTS ALL OF THE APPROVALS AND DECISIONS MADE DURING COMPENSATION SUB-COMMITTEE MEETINGS, RETAINS A COPY OF REPORTS IN ITS FILES, AND PROCESSES ANY AND ALL CHANGES. FORM 990, PART VI, LINE 19 AVAIL OF GOV DOCS, CONFLICT OF INTEREST POLICY, & FIN STMTS TO GENERAL PUBLIC THE CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE MADE AVAILABLE TO THE PUBLIC VIA THE UNIVERSITY'S WEBSITE. GOVERNING DOCUMENTS ARE AVAILABLE UPON REQUEST. FORM 990, PART VII, SECTION A, LINE 1A OFFICERS, DIRECTORS, TRUSTEES, KEY EMPLOYEES, & HIGHEST PAID EMPLOYEES FATHER JAMES PREHN, S.J., IS A MEMBER OF THE SOCIETY OF JESUS AND HAS TAKEN A VOW OF POVERTY. DURING CALENDAR YEAR 2017, THE UNIVERSITY PAID COMPENSATION AND BENEFITS IN THE AMOUNT OF $113,085 TO THE SOCIETY OF JESUS, THE FOUNDERS OF LOYOLA UNIVERSITY CHICAGO, FOR HIS SERVICES. FORM 990, PART XI, LINE 9 OTHER CHANGES IN NET ASSETS ROME CENTER EXCHANGE RATE GAIN/LOSS $619,104 CHANGES IN POST RETIREMENT BENEFIT $14,307,710 LOSS ON PROPERTY DISPOSALS ($586,518) ------------ TOTAL $14,340,296 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 LOYOLA ROME CENTER FOUNDATION VIA MASSIMI 114/A ROME IT 999999999 SUPPORT IT 501(c)(3) LUC true false false true false false false false false false false false false false false false false false true true KRASA FAMILY TRUST c 375584 CASH ROME CENTER FOUNDATION r 238497 CASH ROME CENTER FOUNDATION s 247343 CASH