2016-06-02T13:40:30-07:00 2015-07-31 990 2014-08-01 720408946 LOYOLA UNIVERSITY NEW ORLEANS LOYO 5048653149 6363 St Charles Avenue New Orleans LA 70118 Jay Calamia V P Finance & Administration 5048653144 2016-06-06 2014 2016-08-17 19:52:53Z Jay Calamia 6363 St Charles Avenue Campus Box 11 New Orleans LA 70118 645314855 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. 35 33 2663 392 304241 -11773 13566869 15556096 150894846 143348880 40355502 18020621 872808 416998 205690025 177342595 60580736 58631868 0 0 75989052 69595076 0 3500 5844626 44799111 47048260 181368899 175278704 24321126 2063891 605719061 595821058 215650930 214218673 390068131 381602385 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 153029355 58631868 143348880 Loyola University New Orleans is a private, Catholic, Jesuit comprehensive university, open to students of all faiths. Loyola has 4,496 students -- 2,854 undergraduates; 807 graduate students; 124 Doctoral students; 611 law students; and 100 continuing education students. The university is comprised of five colleges: Business, Humanities and Natural Sciences, Law, Music and Fine Arts, and Social Sciences. Loyola offers 65 undergraduate degrees and 10 graduate and professional programs. In addition, the university offers over fifty study abroad programs that include, but is not limited to, programs in Belgium, Brazil, Ecuador, France, India, Ireland, Japan, Korea, Italy, Netherlands, Spain, and the U.K. 0 0 0 N/A 0 0 0 N/A 0 0 0 153029355 1 1 0 0 0 0 0 0 0 1 1 0 0 0 1 0 1 0 1 1 1 0 0 0 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 5750 0 1 2663 1 1 1 1 CA CJ 0 0 0 1 1 0 1 1 1 1 0 X 35 33 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 R Bentley Anderson SJ Board Member 1 0 X 0 0 0 Virginia Angelico-Tatum DDS Board Member 1 0 X 0 0 0 Janet Boles Board Member 1 0 X 0 0 0 James Bowler SJ Board Member 1 0 X 0 0 0 Michael Braden SJ Board Member 1 0 X 0 0 0 Robert Brown Board Member 1 0 X 0 0 0 James Caillier EdD Board Member 1 0 X 0 0 0 Edgar Chase III Board Member 1 0 X 0 0 0 Dennis Cuneo Board Member 1 0 X 0 0 0 Donald C Faust MD 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 Steve Landry Board Member 1 0 X 0 0 0 Rita Benson 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 Joseph O'Keefe SJ 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 Kevin Quinn SJ Board Member 1 0 X 0 0 0 Gerlad Ray Board Member 1 0 X 0 0 0 Richard Salmi SJ Board Member 1 0 X 0 0 0 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 Paul Soukup SJ 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 Peter Rogers Secretary/Treasurer 40 0 X X 72534 0 19222 John Calamia VP Finance & Administration 40 0 X 226644 0 33637 Maria Calzada Dean College of Humanities & Natural Sciences 40 0 X 165358 0 37423 William Locander Dean College of Business 40 0 X 269715 0 42476 Maria Lopez Dean College of Law 40 0 X 271370 0 42179 Marc Manganaro Provost and Vice President for Academic Affairs 40 0 X 240247 0 44875 Marcia Petty Vice President for Student Affairs/Assoc. Provost 40 0 X 209006 0 32220 Anthony Decuir Interim Dean Music & Fine Arts 40 0 X 144386 0 31707 Roger White Interim Dean College of Social Sciences 40 0 X 118328 0 23549 Donald Boomgaarden Dean of Music/Fine Arts 40 40 X 107809 0 22447 William Bishop VP Institutional Advancement 40 40 X 246046 0 42183 James Klebba Professor of Law 40 0 X 266483 0 13150 Kathryn Lorio Law Professor 40 0 X 205917 0 37275 Lydia Voigt Associate Provost/Professor 40 0 X 207904 0 32694 Robert Verchick Professor of Law 40 0 X 184953 0 39775 Gita Bolt General Counsel 40 0 X 210216 0 33025 Edward Kvet Former Provost and Vice President for Academic Affairs 1 0 X 142015 0 31744 Luis F Miron Former Dean of College of Social Sciences 40 0 X 182876 0 36834 Lawrence Moore SJ Former Secretary for the Board 40 0 X 163220 0 43253 Bernard Vetter Former Professor of Law 40 40 X 157537 0 9538 4117564 0 735331 105 1 1 0 Broadmoor LLC 2720 North Arnoult Road Metairie LA 70002 Construction Contractor 23620699 Sodexho 6363 St Charles Ave Box 243 New Orleans LA 70118 Food Service 6386176 Witt Fiala Flannery and Associates PO Box 958204 St Louis MO 63195 Janitorial 2036913 Deltak 745 McClintock Suite 105 Burr Ridge IL 60527 Educational Services 1979890 Woodward Design 1000 S Jefferson Davis Parkway New Orleans LA 70125 Construction Contractor 1146487 56 0 0 0 0 1910048 13646048 0 15556096 143348880 143348880 0 0 143348880 2263436 0 0 2263436 0 0 0 0 0 0 0 0 35400 0 0 0 35400 0 35400 0 0 35400 480806339 2879230 467882730 45654 12923609 2833576 15757185 0 0 15757185 97733 0 43876 53857 0 53857 0 0 0 0 0 0 0 0 0 0 0 0 Printing Service 561439 78541 0 78541 0 Recreational Center 713940 135565 0 135565 0 Roussell Hall Facility Rental 532000 90135 0 90135 0 23500 0 0 23500 327741 177342595 143348880 304241 18133378 0 0 58631868 58631868 0 0 0 0 2766808 1809666 665308 291834 0 0 0 0 54460191 45232481 6911108 2316602 2597568 2137946 338704 120918 6101228 5070850 726744 303634 3669281 3013406 478621 177254 0 0 0 0 119300 6128 113172 0 104627 0 104627 0 0 0 0 0 3500 3500 0 0 0 0 5900644 4456082 1062027 382535 796028 455782 12459 327787 2750237 1973020 587856 189361 2542068 2390423 47797 103848 2661 2661 0 0 4142449 3400803 535638 206008 2945447 2636577 204000 104870 0 0 0 0 1630336 1307410 142162 180764 8811395 7225343 1145482 440570 0 0 0 0 7769841 6371270 1010079 388492 2911788 2387666 378533 145589 Equipment, Rentals & Maintenance 2343799 1262181 1045177 36441 Books and Library Resources 1811511 1727098 6038 78375 Educational and Student Program Activities 1277313 1076767 179265 21281 Bad Debt 674476 0 674476 0 514340 453927 35450 24963 175278704 153029355 16404723 5844626 1035029 2406462 43001838 39501778 12213832 11034124 3832409 3833172 0 0 0 0 5442780 6306622 520514 515944 6027574 4848596 324131114 69951573 246288503 254179541 286466784 272350675 0 0 0 0 0 0 889798 844144 605719061 595821058 9360074 16167816 0 0 4988781 3422033 188858009 184187945 0 0 0 0 0 0 0 0 12444066 10440879 215650930 214218673 X 256011141 242566940 62907974 64890323 71149016 74145122 390068131 381602385 605719061 595821058 X 2063891 -7669878 0 0 0 -2859759 X 0 1 X 1 1 1 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 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 247660529 5573464 33230854 2775116 9493000 4633045 269563686 0.57 0.27 0.16 0 0 0 9136559 9136559 0 304593872 63032958 241560914 0 2141311 0 2141311 0 8259372 6918615 1340757 0 0 0 0 254179541 0 Refundable Loan Program 6042070 Funds Held For Others 222482 Pension Benefits Payable 1374000 Severance Liability 2283017 Annuities Payable 519310 10440879 120123344 -7669878 0 0 0 -7669878 127793222 0 49549373 49549373 177342595 124922245 0 0 0 2859758 2859758 122062487 0 53216217 53216217 175278704 Schedule D, Part V, Line 4 Funds drawn from the endowment are used for scholarships, debt service, and general operation expenses. Schedule D, Part XI, Line 4b Scholarships, Investment Return, and Sale of Property Schedule D, Part XII, Line 2d Severance, Building Asset Adjustment, Annuity 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) 4 28 Program Services Education-Study Abroad 314895 Central America and the Caribbean 1 1 Program Services Study Abroad 92839 Sub-Saharan Africa 0 2 Program Services Educational Programs 71321 South Asia 0 2 Program Services Study Abroad 57351 5 33 536406 0 0 0 0 0 0 Law School Fundraisers 59455 0 59455 0 0 0 0 0 28869 Athletic/Other University Fundraisers 38278 0 38278 0 0 0 0 0 15007 0 97733 0 97733 0 0 0 0 0 43876 43876 53857 1 Scholarships and Tuition Remission 3043 58631868 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 Rev Peter Rogers Secretary/Treasurer 72534 0 0 0 0 0 0 0 19222 0 91756 0 0 0 John Calamia VP Finance & Administration 226644 0 0 0 0 0 18049 0 15588 0 260281 0 0 0 Maria Calzada Dean College of Humanities & Natural Sciences 165358 0 0 0 0 0 13781 0 23642 0 202781 0 0 0 William Locander Dean College of Business 269715 0 0 0 0 0 20800 0 21676 0 312191 0 0 0 Maria Lopez Dean College of Law 271370 0 0 0 0 0 20800 0 21379 0 313549 0 0 0 Marc Manganaro Provost and Vice President for Academic Affairs 240247 0 0 0 0 0 19687 0 25188 0 285122 0 0 0 Marcia Petty Vice President for Student Affairs/Assoc. Provost 209006 0 0 0 0 0 16792 0 15428 0 241226 0 0 0 Anthony Decuir Dean Music & Fine Arts 144386 0 0 0 0 0 11871 0 19836 0 176093 0 0 0 Roger White Interim Dean College of Social Sciences 118328 0 0 0 0 0 9450 0 14099 0 141877 0 0 0 Donald Boomgaarden Dean of Music/Fine Arts 107809 0 0 0 0 0 8769 0 13678 0 130256 0 0 0 William Bishop VP Institutional Advancement 246046 0 0 0 0 0 20452 0 21731 0 288229 0 0 0 James Klebba Law Professor 266483 0 0 0 0 0 2024 0 11126 0 279633 0 0 0 Kathryn Lorio Law Professor 205917 0 0 0 0 0 16467 0 20808 0 243192 0 0 0 Lydia Voigt Associate Provost/Professor 207904 0 0 0 0 0 17384 0 15310 0 240598 0 0 0 Robert Verchick Professor of Law 184953 0 0 0 0 0 15516 0 24259 0 224728 0 0 0 Gita Bolt General Counsel 210216 0 0 0 0 0 16978 0 16047 0 243241 0 0 0 Edward Kvet Former Provost and Vice President for Academic Affairs 142015 0 0 0 0 0 11631 0 20113 0 173759 0 0 0 Luis F Miron Former Dean of College of Social Sciences 182876 0 0 0 0 0 15461 0 21373 0 219710 0 0 0 Lawrence Moore SJ Former Secretary for the Board 163220 0 0 0 0 0 0 0 43253 0 206473 0 0 Bernard Vetter Former Professor of Law 157537 0 0 0 0 0 0 0 9538 0 167075 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 Bernard Vetter - $139,740; James Klebba - $211,683 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 22170000 0 45996677 0 0 0 871750 0 0 15000000 0 0 2006 0 1 1 1 B 2525000 0 36614673 0 1726633 0 539723 0 0 34348317 0 0 2011 0 0 1 1 C 0 0 128452335 0 15960643 0 1269701 0 0 107466224 0 3755768 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 18 1389034 Selling Price X Equipment, gift cards, etc. 101 0 N/A 5 0 1 1 Schedule M, Part I, Line 32b Sale of stock and other tangibles are sold and auctioned. 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 ten (10) nor more than twenty-five (25) persons who fulfill the aforementioned qualifications. The sole rights and duties of members shall be (a) to elect annually such members of the Board of Trustees; (b) to amend the Articles and By-Laws of the Corporation; 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 thirty-three and one-third percent (33 1/3%) of the total membership of the Board of Trustees, but not more than sixty percent (60%) of the said Board, shall be composed of members in good standing of the Society of Jesus. Form 990, Part VI, Section A, Line 7a 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 ten (10) nor more than twenty-five (25) persons who fulfill the aforementioned qualifications. The sole rights and duties of members shall be (a) to elect annually such members of the Board of Trustees; (b) to receive annually a report for the President; (c) to determine the dissolution of the Corporation and the distribution of its assets; (d) to amend the Articles and By-Laws of the Corporation; 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 time such that more than thirty-three and one-third percent (33 1/3%) 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 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 ten (10) nor more than twenty-five (25) persons who fulfill the aforementioned qualifications. The sole rights and duties of members shall be (a) to elect annually such members of the Board of Trustees; (b) to receive annually a report for the President; (c) to determine the dissolution of the Corporation and the distribution of its assets; (d) to amend the Articles and By-Laws of the Corporation; 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 time such that more than thirty-three and one-third percent (33 1/3%) 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 B, Line 11b The Audit Committee reviews the Form 990 and recommends its review as an action item to 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 the attached 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 on or about August 1. Completed Disclosure Statements are due to the University by October 1 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 are 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 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 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, Building Asset Adjustment, Annuity Payable Adjustment, and Past Sessions