2017-04-18T12:07:26-07:00 2016-07-31 990 2015-08-01 720408946 LOYOLA UNIVERSITY NEW ORLEANS LOYO 5048653149 6363 St Charles Avenue New Orleans LA 70118 Jay Calamia V P Finance & Administration 5048653144 2017-04-18 2015 2021-01-29 14:40:06Z Jay Calamia 6363 St Charles Avenue Campus Box 11 New Orleans LA 70118 456025758 0 0928 X www.loyno.edu X 1912 LA Loyola University New Orleans, a Jesuit and Catholic institution of higher education, welcomes students of diverse backgrounds and prepares them to lead meaningful lives with and for others; to pursue truth, wisdom, and virtue; and to work for a more just world. Inspired by Ignatius of Loyola's vision of finding God in all things, the university is grounded in the liberal arts and sciences, while also offering opportunities for professional studies in undergraduate and selected graduate programs. Through teaching, research, creative activities, and service, the faculty, in cooperation with the staff, strives to educate the whole student and to benefit the larger community. 34 32 2665 396 253435 -578 15556096 12094429 143348880 137860121 18020621 2205543 416998 942740 177342595 153102833 58631868 61384423 0 0 69595076 67971342 3500 18791 3403340 47048260 47027726 175278704 176402282 2063891 -23299449 595821058 566796378 214218673 216773656 381602385 350022722 Loyola University New Orleans, a Jesuit and Catholic institution of higher education, welcomes students of diverse backgrounds and prepares them to lead meaningful lives with and for others; to pursue truth, wisdom, and virtue; and to work for a more just world. Inspired by Ignatius of Loyola's vision of finding God in all things, the university is grounded in the liberal arts and sciences, while also offering opportunities for professional studies in undergraduate and selected graduate programs. Through teaching, research, creative activities, and service, the faculty, in cooperation with the staff, strives to educate the whole student and to benefit the larger community. 0 0 155993521 61384423 137860121 Loyola University New Orleans is a private, Catholic, Jesuit comprehensive university, open to students of all faiths. Loyola has 4,273 students -- 2,758 undergraduates; 756 graduate students; 95 Doctoral students; 549 law students; and 115 continuing education students. The university is comprised of five colleges: Business, Arts and Sciences, Law, Music and Fine Arts, and Graduate and Professional Studies. Loyola offers 59 undergraduate degrees and 11 graduate and professional programs. In addition, the university offers over fifty study abroad programs that include, but are not limited to, programs in Belgium, Brazil, China, Ecuador, France, India, Ireland, Japan, Korea, Italy, Netherlands, Spain, U.K., and more. 0 0 0 N/A 0 0 0 N/A 0 0 0 155993521 1 1 0 0 0 0 0 0 0 1 1 0 0 0 1 0 1 0 1 1 1 0 0 1 1 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 1 5588 0 1 2665 1 1 1 1 CA CJ 0 0 1 1 1 1 0 1 1 1 1 0 X 34 32 0 0 0 0 1 1 1 1 1 0 0 1 1 1 1 1 1 1 1 0 X X Jay Calamia 5048653946 6363 St Charles Ave New Orleans LA 70118 Virginia Angelico-Tatum DDS Board Member 1 0 X 0 0 0 Janet Boles Board Member 1 0 X 0 0 0 Michael Braden SJ Board Member 1 0 X 0 0 0 James Caillier EdD Board Member 1 0 X 0 0 0 Rev James C Carter SJ Board member 12.5 0 X 26256 0 4436 Edgar Chase III Board Member 0 0 X 0 0 0 Margaret Condron PhD Board Member 1 0 X 0 0 0 Dennis Cuneo Board Member 1 0 X 0 0 0 Rev Paul J Fitzgerald SJ Board Member 1 0 X 0 0 0 Sally Forman Board Member 1 0 X 0 0 0 Anne B Gauthier Board Member 1 0 X 0 0 0 Gail Jock Board Member 1 0 X 0 0 0 Rachel Kent Board Member 1 0 X 0 0 0 Stephen Landry Board Member 1 0 X 0 0 0 Rev Timothy R Lannon SJ Board Member 1 0 X 0 0 0 Rita LeBlanc Board Member 1 0 X 0 0 0 Robert LeBlanc Jr Board Member 1 0 X 0 0 0 James McBride Board Member 1 0 X 0 0 0 Joseph Mahoney Board Member 1 0 X 0 0 0 Mary J Matalin Board Member 1 0 X 0 0 0 Henry R Munoz III Board Member 1 0 X 0 0 0 Sean O'Keefe Board Member 1 0 X 0 0 0 Paul Pastorek Board Member 1 0 X 0 0 0 Gerlad Ray Board Member 1 0 X 0 0 0 Rev Richard Salmi SJ Board Member 1 0 X 0 0 0 Rev Stephen Sauer SJ Board Member 1 0 X 0 0 0 Robert Savoie PhD Board Member 1 0 X 0 0 0 N John Simmons Jr Board Member 1 0 X 0 0 0 Ileana Suquet Board Member 1 0 X 0 0 0 Carol Waguespack Board Member 1 0 X 0 0 0 John Finan Jr Chair 1 0 X X 0 0 0 Barry LeBlanc Vice Chair 1 0 X X 0 0 0 Rev Kevin Wm Wildes SJ University President 40 0 X X 325000 0 86125 Rev Francis W Huete SJ Secretary/Treasurer 1.00 0 X X 0 0 0 William Bishop VP Institutional Advancement 40 X 255838 0 32714 John Calamia VP Finance & Administration 40 0 X 235282 0 25228 Maria Calzada Dean College of Arts and Sciences 40 0 X 170997 0 30461 Anthony Decuir Interim Dean College of Music and Fine Arts 40 0 X 173125 0 27944 William Locander Dean College of Business 40 0 X 303364 0 33800 Marc Manganaro Provost and Vice President for Academic Affairs 40 0 X 246668 0 36138 Lawrence Moore SJ Interim Dean College of Law 40 0 X 198877 0 52702 Marcia Petty Vice President for Student Affairs/Assoc. Provost 40 0 X 216649 0 24546 Roger White Interim Dean College of Social Sciences 40 0 X 120788 0 19153 Gita Bolt General Counsel 40 0 X 218428 0 24915 Paul Fleming Physical Plant 25 0 X 228832 0 14907 Joseph Hebert Professor of Music 40 0 X 214600 0 19037 Kathryn Lorio Law Professor 40 0 X 209772 0 29096 Lydia Voigt Distinguished University Professor 40 0 X 200193 0 23646 Edward Kvet Former Provost and Vice President for Academic Affairs 1 0 X 151257 0 15905 Maria Lopez Former Dean College of Law 40 0 X 238625 0 30516 Luis F Miron Former Dean of College of Social Sciences 40 0 X 156153 0 27785 3890704 0 559054 117 1 1 0 Sodexho 6363 St Charles Ave Box 243 New Orleans LA 70118 Food Service 6360011 Broadmoor LLC 2720 North Arnoult Road Metairie LA 70002 Construction Contractor 3051614 Deltak-Wiley Global Education 745 McClintock Suite 105 Burr Ridge IL 60527 Educational Services 2593235 Witt Fiala Flannery and Associates PO Box 958204 St Louis MO 63195 Janitorial 2075617 Gallo Mechanical Contractors 4141 Bienville St Suite 100 New Orleans LA 70119 Construction Contractor 408770 49 0 0 13639 0 1698855 10381935 66747 12094429 137860121 137860121 0 0 137860121 1555956 0 0 1555956 0 0 0 0 0 0 0 0 35400 0 0 0 35400 0 35400 0 0 35400 303138812 422064 302878789 32500 260023 389564 649587 0 0 649587 11636 13639 11636 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 Printing Services 561439 48549 0 48549 0 Recreation Center 713940 137213 0 137213 0 Roussel and Nunemaker Halls 532000 67673 0 67673 0 653905 0 0 653905 907340 153102833 137860121 253435 2894848 0 0 61384423 61384423 0 0 0 0 2609145 1664454 662120 282571 0 0 0 0 53234716 44731334 7094673 1408709 1813089 1512608 254284 46197 6749032 5660216 885523 203293 3565360 2966836 500059 98465 0 0 0 0 184487 2605 181882 0 76030 0 76030 0 0 0 0 0 18791 18791 0 0 0 0 6284063 5154905 1024369 104789 527894 510508 8613 8773 2909135 2167245 583767 158123 2681319 2600216 18746 62357 5644 5644 0 0 4059426 3369861 568013 121552 3019369 2781187 169170 69012 0 0 0 0 1782837 1454145 136355 192337 8616019 7151295 1206243 258481 0 0 0 0 5600196 4648163 784027 168006 3177855 2644005 439679 94171 Books 1837949 1803625 5567 28757 Bad Debts 961952 0 961952 0 Educational and Student Program Activities 1268056 1080787 175413 11856 Equipment, Rentals & Maintenance 3723071 2431006 1245620 46445 312424 268453 23316 20655 176402282 155993521 17005421 3403340 2406462 4265139 39501778 35027159 11034124 10890608 3833172 3854170 0 0 0 0 6306622 5263393 515944 530865 4848596 4442936 325972725 75285598 254179541 250687127 272350675 251023337 0 0 0 0 0 0 844144 811644 595821058 566796378 16167816 15893140 0 0 3422033 6532262 184187945 179225624 0 0 0 0 0 0 0 0 10440879 15122630 214218673 216773656 X 242566940 212645706 64890323 61327893 74145122 76049123 381602385 350022722 595821058 566796378 X -23299449 -2237061 0 0 0 -6043153 X 0 1 X 1 1 1 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 277176000 1997000 -639000 5067000 17121000 10494000 245852000 287767000 4141000 7417000 4923000 10558000 6668000 277176000 291686785 1483270 27343624 3967056 8748000 20031177 287767446 258506165 8638849 41716864 3444188 8763000 4967905 291686785 269563686 3679951 1542637 3463155 8843000 3973954 258506165 0.53 0.31 0.16 0 0 0 9136559 9136559 0 305594883 68209397 237385486 0 2403040 0 2403040 0 8838243 7076201 1762042 0 0 0 0 250687127 0 Refundable Loan Program 5646678 Funds Held for Others 184091 Pension Benefits Payable 1329000 Severance Liability 7662555 Annuities Payable 300306 15122630 112267954 -2237061 0 0 0 -2237061 114505015 0 38597818 38597818 153102833 126945818 0 0 0 6043153 6043153 120902665 0 55499617 55499617 176402282 Schedule D, Part V, Line 4 Funds drawn down from the endowment are used for scholarships, debt service, and general operation expenses. Schedule D, Part XI, Line 4b Scholarships, Investment return decreased by the portion of cumulative net depreciation designated for operations, gain on sale of asset, plant fund income. Schedule D, Part XII, Line 2d Severance, Annuity Payable Adjustment, Asset Adjustment, and Past Sessions. Schedule D, Part XII, Line 4b Scholarships 1 1 1 1 1 1 1 0 0 0 0 0 0 0 0 1 0 1 Schedule E, Part I, Line 3 It is publicized in university bulletins, the university websites, and all university admission bulletins. Schedule E, Part I, Line 6 Students that qualify receive federal and state need-based assistance. Europe (including Iceland and Greenland) 3 18 Program Services Education-Study Abroad 212844 Central America and the Caribbean 2 7 Program Services Study Abroad 160130 Sub-Saharan Africa 0 1 Program Services Educational Programs 103605 South Asia 0 1 Program Services Study Abroad 62778 East Asia and the Pacific 0 0 Program Services Educational Services 23000 5 27 562357 0 0 0 0 0 0 X X X X X X X 1 Jacqueline Lyle Private Private LA 70506 Ms. Lyle provided support by soliciting financial support and developing marketing and public relations plans in an effort to extend a specified residency. 0 20000 18791 1209 20000 18791 1209 AK AZ CO DC MA MS NH NY OR WA Athletic Fundraisers 17785 9213 8572 0 0 0 0 0 8572 Law School Fundraiser 7490 4426 3064 0 0 0 0 0 3064 0 25275 13639 11636 0 0 0 0 0 11636 11636 0 1 Scholarships and Tuition Remission 3012 61384423 0 FMV Schedule I, Part I, Line 2 Scholarships and other types of financial assistance are monitored through internal transfer of funds within the university. X X 1 1 X 1 0 0 0 0 0 0 0 0 Rev Kevin Wm Wildes SJ University President 325000 0 0 0 0 0 0 0 86125 0 411125 0 0 0 William Bishop VP Institutional Advancement 255838 0 0 0 0 0 10620 0 22094 0 288552 0 0 0 John Calamia VP Finance & Administration 235282 0 0 0 0 0 9372 0 15856 0 260510 0 0 0 Maria Calzada Dean College of Arts and Sciences 170997 0 0 0 0 0 7110 0 23351 0 201458 0 0 0 Anthony Decuir Interim Dean College of Music and Fine Arts 173125 0 0 0 0 0 7110 0 20834 0 201069 0 0 0 William Locander Dean College of Business 303364 0 0 0 0 0 11416 0 22384 0 337164 0 0 0 Marc Manganaro Provost and Vice President for Academic Affairs 246668 0 0 0 0 0 10157 0 25981 0 282806 0 0 0 Lawrence Moore SJ Interim Dean College of Law 198877 0 0 0 0 0 0 0 52702 0 251579 0 0 0 Marcia Petty Vice President for Student Affairs/Assoc. Provost 216649 0 0 0 0 0 8719 0 15827 0 241195 0 0 0 Roger White Interim Dean College of Social Sciences 120788 0 0 0 0 0 4875 0 14278 0 139941 0 0 0 Gita Bolt General Counsel 218428 0 0 0 0 0 8816 0 16099 0 243343 0 0 0 Paul Fleming Physical Plant 90695 0 0 0 138137 0 3418 0 11489 0 243739 0 0 0 Joseph Hebert Professor of Music 61639 0 0 0 152961 0 2568 0 16469 0 233637 0 0 0 Kathryn Lorio Law Professor 209772 0 0 0 0 0 8476 0 20620 0 238868 0 0 0 Lydia Voigt Distinguished University Professor 200193 0 0 0 0 0 8346 0 15300 0 223839 0 0 0 Edward Kvet Former Provost and Vice President for Academic Affairs 151257 0 0 0 0 0 6001 0 9904 0 167162 0 0 0 Maria Lopez Former Dean College of Law 238625 0 0 0 0 0 9866 0 20650 0 269141 0 0 0 Luis F Miron Former Dean of College of Social Sciences 156153 0 0 0 0 0 6673 0 21112 0 183938 0 0 0 Schedule J, Part I, Line 1a Spousal travel of key employees is reimbursed if considered for fund-raising activities, public relations or development. Rev. Kevin Wm. Wildes, SJ, University President, resides in one of the university residence halls. No fee is charged. Schedule J, Part I, Line 3 The Executive Committee of the Board of Trustees chaired by the Board Chairperson deliberates to determine the President's compensation. Each member of the compensation-setting body is a disinterested party. Jesuit members of the Executive Committee recuse themselves from the salary deliberations. Salary data obtained from the Association of Colleges and University Personnel Administrators, the Association of Jesuit Colleges and Universities and an executive search firm database is used to determine compensation comparability. The decision of the compensation-setting body including terms of the compensation, the date approved, members of the compensation-setting body present during the discussion of the compensation and voting members, comparability data relied on and the source of the data and an affirmation that all members were free of any conflict of interest is documented and retained by the Secretary of the Board of Trustees. Schedule J, Part I, Line 4 Paul Fleming - $138,137; Joseph Hebert - $152,961. These payments were made under a university-sponsored voluntary severance program (VSP). A Louisiana Public Facilities Authority 720895871 546398MY1 2006-07-27 44100000 Construction 0 0 0 B Louisiana Public Facilities Authority 720895871 546398F37 2010-03-24 35000000 Construction 0 0 0 C Louisiana Public Facilitties Authority 720895871 546398P44 2011-10-19 125000000 Construction 0 0 0 A 25955000 0 45996677 0 0 0 871750 0 0 15000000 0 0 2006 0 1 1 1 B 3205000 0 36614673 0 1726633 0 539723 0 0 34348317 0 0 2011 0 0 1 1 C 0 0 128452335 0 18464273 0 1269701 0 0 107463264 0 1255097 2015 0 0 0 1 A 0 0 0 0 0 0 0 0 0 1 B 0 0 0 0 0 0 0 0 0 1 C 0 0 0 0 0 0 0 0 0 1 A 0 0 0 0 0 0 0 0 1 B 0 0 0 0 0 0 0 0 1 C 0 0 0 0 0 0 0 0 1 A 1 B 1 C 1 X 12 0 FMV X 13 66747 FMV X Gift Certificates, Miscellaneous Tangibles 178 0 FMV 2 0 1 1 Schedule M, Part I, Line 32b Sale of stock and other tangibles are sold and auctioned. Schedule M, Part I, Line 33 The FMV of the donated items is immaterial to the financial condition of the university. Form 990, Part VI, Section A, Line 6 All members in good standing of the Society of Jesus who are members of the Jesuit Community of Loyola University New Orleans and who hold full-time or part-time positions at Loyola University New Orleans and who have held such positions for one (1) academic year shall be eligible for membership in the Corporation. Membership in the Corporation shall consist of not fewer than three (3) nor more than twenty-five (25) persons who fulfill these qualifications. Such members shall be elected in the manner and for the term hereinafter provided by those persons eligible for membership under this Article and shall serve the stipulated term or until their earlier death, resignation or failure to meet all the qualifications for membership. Form 990, Part VI, Section A, Line 7a The sole rights and duties of members shall be (a) to elect annually such members of the Board of Trustees as are provided in these Articles; (b) to receive annually a report from the President; (c) to determine the dissolution of the Corporation and the distribution of its assets, consistent with the terms of Article V hereof; (d) to amend the Articles and By-Laws of the Corporation in the manner specified in Article IX; and (e) to fix and determine by majority vote the number of Trustees who shall constitute the whole Board of Trustees. The composition of the Board of Trustees shall be at all times such that more than twenty-two percent (22%) of the total membership of the Board of Trustees, but not more than sixty percent (60%) of said Board, shall be composed of members in good standing of the Society of Jesus. Form 990, Part VI, Section A, Line 7b The Board of Trustees shall have and exercise the corporate powers prescribed by law. The essential function of the Board shall be policy making and responsibility for sound management. It shall formulate and determine the general, educational and financial policies as shall be deemed necessary for the administration and development of the Corporation in accordance with its shared purposes. The Board shall create committees of the Board and Ad-Hoc Committees as it may deem necessary, or desirable to carry out the purposes of the Corporation, each of which shall have such powers and responsibilities as the Board of Trustees shall designate. Nothing shall be considered to negate the power of the President to establish administrative committees, visiting committees, councils and other bodies as he may deem necessary or desirable to aid him in the performance of his duties. Form 990, Part VI, Section B, Line 11b The Audit Committee reviews the Form 990 and recommends its review as an action item in the Board of Trustees. The Form 990 is posted on the Board of Trustees website for review. In addition, the Form 990 is reviewed by an independent accounting firm prior to its submission to the Board of Trustees. Form 990, Part VI, Section B, Line 12c Under the Conflict of Interest Policy, each Trustee is required when initially elected, and annually thereafter, to acknowledge in writing that he or she has reviewed this Policy and is complying with it, in letter and in spirit; when initially elected, and annually thereafter, to complete a Disclosure Statement; an amendment statement must be filed promptly in the event of a material change in circumstances; and to disclose actual or potential conflicts of interest at any time when he or she becomes aware of them. The Board of Trustees are responsible for disseminating the Policy and for collecting signed Disclosure Statements at the time a Trustee is first elected. Completed Disclosure Statements will be sent to the President. Annually, the Board disseminates the Policy and Annual Disclosure Statements to all Trustees in June. Completed Disclosure Statements are due to the University by mid-July of each year and are reviewed by the University's counsel. Form 990, Part VI, Section B, Line 15 President's Compensation - The Executive Committee of the Board of Trustees chaired by the Board Chairperson deliberates to determine the President's compensation. Each member of the compensation-setting body is a disinterested party. Jesuit members of the Executive Committee recuse themselves from the salary deliberations. Salary data obtained from the Association of Colleges and University Personnel Administrators, the Association of Jesuit Colleges and Universities and an executive search firm database is used to determine compensation comparability. The decision of the compensation-setting body including terms of the compensation, the date approved, members of the compensation-setting body present during the discussion of the compensation and voting members, comparability data relied on and the source of the data and an affirmation that all members were free of any conflict of interest is documented and retained by the Secretary of the Board of Trustees. Key Employee Compensation Upon Hiring - The university President or Provost (depending on the organizational status of the key employee) makes a salary determination with the party involved. The President or Provost uses salary data obtained from the Association of Colleges and University Personnel Administrators, the Association of Jesuit Colleges and Universities and an executive search firm database to determine compensation comparability. On a regular basis the Executive Committee of the Board of Trustees reviews the compensation of key employees. Compensation adjustments - All compensation adjustments such as merit increases are documented in the Performance Evaluation and reviewed for reasonableness and industry comparability via budget analysis. Form 990, Part VI, Section C, Line 18 The IRS Form 990 and 990T are made available to the public upon request. A copy of each is also on file at the university's library. Form 990, Part VI, Section C, Line 19 Form 990 and Form 990T are made available to the public upon request. A copy of each is also on file at the university's library. The annual financial report, conflict of interest policy, and other governing documents are also made available to the public upon request. Form 990, Part XI, Line 9 Severance, annuity payable adjustment, asset adjustment, and past sessions. Extension filed.