LOYOLA UNIVERSITY MARYLAND INC: Form 990, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- LOYOLA UNIVERSITY MARYLAND INC (EIN 52-0591623)
- Tax period
- 2013-06-01 to 2014-05-31
- Filed
- 2015-04-14
- IRS object ID
- 201501059349300115
- Schema version
- 2013v4.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule B
- Schedule D
- Schedule E
- Schedule F
- Schedule G
- Schedule I
- Schedule J
- Schedule K
- Schedule K
- Schedule L
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2015-04-14T11:59:42-07:00 | ReturnTs |
| Tax Period End | 2014-05-31 | TaxPeriodEndDt |
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2013-06-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 520591623 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LOYOLA UNIVERSITY MARYLAND INC | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | LOYO | BusinessNameControlTxt |
| Phone | 4106172917 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4501 N Charles Street | AddressLine1 |
| City | Baltimore | City |
| State | MD | State |
| ZIP Code | 212102699 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Randall Gentzler | PersonNm |
| Person Title | Vice President for Finance | PersonTitleTxt |
| Phone | 4106172345 | PhoneNum |
| Signature | 2015-04-14 | SignatureDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2013 | TaxYr |
| Build TS | 2016-02-25 16:41:14Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | Rev Brian F Linnane SJ | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4501 N Charles Street | AddressLine1 |
| City | Baltimore | City |
| State | MD | State |
| ZIP Code | 212102699 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $355,179,570 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | www.loyola.edu | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1853 | FormationYr |
| Legal Domicile State | MD | LegalDomicileStateCd |
| Activity Or Mission | Loyola University Maryland Inc. is a Jesuit, Catholic university committed to the educational and spiritual traditions of the Society of Jesus and the development of the whole person. | ActivityOrMissionDesc |
| Voting Members Governing Body | 34 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 33 | VotingMembersIndependentCnt |
| Total Employee | 3786 | TotalEmployeeCnt |
| Total Volunteers | 0 | TotalVolunteersCnt |
| Total Gross UBI | $155,231 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $25,087 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $16,813,387 | PYContributionsGrantsAmt |
| CY Contributions Grants | $24,864,109 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $226,270,733 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $242,831,538 | CYProgramServiceRevenueAmt |
| PY Investment Income | $16,867,513 | PYInvestmentIncomeAmt |
| CY Investment Income | $14,955,939 | CYInvestmentIncomeAmt |
| PY Other Revenue | $3,042,273 | PYOtherRevenueAmt |
| CY Other Revenue | $2,911,179 | CYOtherRevenueAmt |
| PY Total Revenue | $262,993,906 | PYTotalRevenueAmt |
| CY Total Revenue | $285,562,765 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $58,750,276 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $64,055,959 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $96,201,369 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $100,052,983 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $41,047 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $25,391 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $6,220,360 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $88,503,516 | PYOtherExpensesAmt |
| CY Other Expenses | $93,679,437 | CYOtherExpensesAmt |
| PY Total Expenses | $243,496,208 | PYTotalExpensesAmt |
| CY Total Expenses | $257,813,770 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $19,497,698 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $27,748,995 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $560,786,610 | TotalAssetsBOYAmt |
| Total Assets EOY | $599,060,693 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $182,565,926 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $180,232,750 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $378,220,684 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $418,827,943 | NetAssetsOrFundBalancesEOYAmt |
| Mission | Loyola University Maryland Inc. is a Jesuit, Catholic university committed to the educational and spiritual traditions of the Society of Jesus and to the ideals of liberal education and the development of the whole person. Accordingly, the University will inspire students to learn, lead, and serve in a diverse and changing world. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $132,751,990 | ExpenseAmt |
| Grant | $64,049,289 | GrantAmt |
| Revenue | $195,429,631 | RevenueAmt |
| Desc | Instruction of 4,004 undergraduate and 1,973 graduate students (5,977 students) | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $32,359,837 | ExpenseAmt |
| Grant | $0 | GrantAmt |
| Revenue | $5,851,194 | RevenueAmt |
| Desc | Providing academic and support services to students (5,977 students) | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $32,906,801 | ExpenseAmt |
| Grant | $0 | GrantAmt |
| Revenue | $43,797,598 | RevenueAmt |
| Desc | Housing, food service and other student services | Desc |
Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $3,043,900 | ExpenseAmt |
| Grant | $6,670 | GrantAmt |
| Revenue | $0 | RevenueAmt |
| Desc | Research and development programs provided by faculty and public service programs performed to benefit the public in general | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $3,043,900 | TotalOtherProgSrvcExpenseAmt |
| Total Other Prog Srvc Grant | $6,670 | TotalOtherProgSrvcGrantAmt |
| Total Other Prog Srvc Revenue | $0 | TotalOtherProgSrvcRevenueAmt |
| Total Program Service Expenses | $201,062,528 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | Yes (1) | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Temp Or Permanent Endowments | Yes (1) | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | Yes (1) | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | Yes (1) | SchoolOperatingInd |
| Foreign Office | Yes (1) | ForeignOfficeInd |
| Foreign Activities | Yes (1) | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | Yes (1) | MoreThan5000KToIndividualsInd |
| Professional Fundraising | Yes (1) | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (1) | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (1) | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | Yes (1) | TaxExemptBondsInd |
| Invest Tax Exempt Bonds | 0 | InvestTaxExemptBondsInd |
| Escrow Account | 0 | EscrowAccountInd |
| On Behalf Of Issuer | 0 | OnBehalfOfIssuerInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | Yes (1) | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | Yes (1) | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 468 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 3786 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| Foreign Financial Account | Yes (1) | ForeignFinancialAccountInd |
| Foreign Country | BE | ForeignCountryCd |
| Foreign Country | EI | ForeignCountryCd |
| Foreign Country | SP | ForeignCountryCd |
| Foreign Country | TH | ForeignCountryCd |
| Foreign Country | UK | ForeignCountryCd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | Yes (1) | QuidProQuoContributionsInd |
| Quid Pro Quo Contri Discl | Yes (1) | QuidProQuoContriDisclInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 34 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 33 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | 0 | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | 0 | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | MD | StatesWhereCopyOfReturnIsFldCd |
| Own Website | Yes (X) | OwnWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Jare Allocco Allen | PersonNm |
| Phone | 4106172917 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4501 N Charles Street | AddressLine1 |
| City | Baltimore | City |
| State | MD | State |
| ZIP Code | 212102699 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part VII | Yes (X) | InfoInScheduleOPartVIIInd |
Form990 Part VII Section A Form990PartVIISectionAGrp (53 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Key EmployeeKeyEmployeeInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd | Former Ofcr Director TrusteeFormerOfcrDirectorTrusteeInd |
|---|---|---|---|---|---|---|---|---|---|---|
| Brian Linnane SJ | ||||||||||
| President | 50 | 0 | Yes (X) | Yes (X) | $0 | $0 | $20,000 | |||
| Stephen Ainlay | ||||||||||
| Trustee | 0.5 | 0 | Yes (X) | $0 | $0 | $0 | ||||
| Angela Amarhanov | ||||||||||
| Trustee | 0.5 | 0 | Yes (X) | $0 | $0 | $0 | ||||
| W Bradley Bennett | ||||||||||
| Trustee | 0.5 | 0 | Yes (X) | $0 | $0 | $0 | ||||
| Kenneth Boehl | ||||||||||
| Trustee | 0.5 | 0 | Yes (X) | $0 | $0 | $0 | ||||
| William Campbell SJ | ||||||||||
| Trustee | 0.5 | 0 | Yes (X) | $0 | $0 | $0 | ||||
| Michael Cataneo | ||||||||||
| Trustee | 0.5 | 0 | Yes (X) | $0 | $0 | $0 | ||||
| Louis Cestello | ||||||||||
| Trustee | 0.5 | 0 | Yes (X) | $0 | $0 | $0 | ||||
| John Cochran | ||||||||||
| Trustee | 0.5 | 0 | Yes (X) | $0 | $0 | $0 | ||||
| John Dennis SJ | ||||||||||
| Trustee | 0.5 | 0 | Yes (X) | $0 | $0 | $0 | ||||
| Marilynn Duker | ||||||||||
| Trustee | 0.5 | 0 | Yes (X) | $0 | $0 | $0 | ||||
| Paul Eibeler | ||||||||||
| Trustee | 0.5 | 0 | Yes (X) | $0 | $0 | $0 | ||||
| Sharon Euart RSM | ||||||||||
| Trustee | 0.5 | 0 | Yes (X) | $0 | $0 | $0 | ||||
| David Ferguson | ||||||||||
| Trustee | 0.5 | 0 | Yes (X) | $0 | $0 | $0 | ||||
| Kevin Finnerty | ||||||||||
| Trustee | 0.5 | 0 | Yes (X) | $0 | $0 | $0 | ||||
| James Forbes | ||||||||||
| Trustee | 0.5 | 0 | Yes (X) | $0 | $0 | $0 | ||||
| J Richard Fredericks | ||||||||||
| Trustee | 0.5 | 0 | Yes (X) | $0 | $0 | $0 | ||||
| Felix Fuertes | ||||||||||
| Trustee | 0.5 | 0 | Yes (X) | $0 | $0 | $0 | ||||
| Gregory Gailius | ||||||||||
| Trustee | 0.5 | 0 | Yes (X) | $0 | $0 | $0 | ||||
| IH Hammerman II | ||||||||||
| Trustee | 0.5 | 0 | Yes (X) | $0 | $0 | $0 | ||||
| H Edward Hanway | ||||||||||
| Trustee | 0.5 | 0 | Yes (X) | $0 | $0 | $0 | ||||
| Gerry Holthaus | ||||||||||
| Trustee | 0.5 | 0 | Yes (X) | $0 | $0 | $0 | ||||
| Rosemary Mangione Juras | ||||||||||
| Trustee | 0.5 | 0 | Yes (X) | $0 | $0 | $0 | ||||
| M Cathleen Kaveny | ||||||||||
| Trustee | 0.5 | 0 | Yes (X) | $0 | $0 | $0 | ||||
| Kevin Keelty | ||||||||||
| Trustee | 0.5 | 0 | Yes (X) | $0 | $0 | $0 | ||||
| Robert Kelly | ||||||||||
| Trustee | 0.5 | 0 | Yes (X) | $0 | $0 | $0 | ||||
| Mark Knott | ||||||||||
| Trustee | 0.5 | 0 | Yes (X) | $0 | $0 | $0 | ||||
| James Latchford | ||||||||||
| Trustee | 0.5 | 0 | Yes (X) | $0 | $0 | $0 | ||||
| John Lee IV | ||||||||||
| Trustee | 0.5 | 0 | Yes (X) | $0 | $0 | $0 | ||||
| Hugh Mohler | ||||||||||
| Trustee | 0.5 | 0 | Yes (X) | $0 | $0 | $0 | ||||
| Aine O'Connor RSM | ||||||||||
| Trustee | 0.5 | 0 | Yes (X) | $0 | $0 | $0 | ||||
| Gerard Reedy SJ | ||||||||||
| Trustee | 0.5 | 0 | Yes (X) | $0 | $0 | $0 | ||||
| Christopher Surot | ||||||||||
| Trustee | 0.5 | 0 | Yes (X) | $0 | $0 | $0 | ||||
| Thomas Thornton | ||||||||||
| Trustee | 0.5 | 0 | Yes (X) | $0 | $0 | $0 | ||||
| Michael Tunney SJ | ||||||||||
| Trustee | 0.5 | 0 | Yes (X) | $0 | $0 | $0 | ||||
| John Wolf | ||||||||||
| Trustee | 0.5 | 0 | Yes (X) | $0 | $0 | $0 | ||||
| Susan Donovan | ||||||||||
| Executive Vice President | 50 | 0 | Yes (X) | $326,282 | $0 | $47,056 | ||||
| Marc Camille | ||||||||||
| Vice President | 50 | 0 | Yes (X) | $268,287 | $0 | $48,489 | ||||
| Randall Gentzler | ||||||||||
| Vice President | 50 | 0 | Yes (X) | $293,058 | $0 | $47,540 | ||||
| Megan Gillick | ||||||||||
| Vice President | 50 | 0 | Yes (X) | $231,412 | $0 | $33,306 | ||||
| Sheilah Horton | ||||||||||
| Vice President | 50 | 0 | Yes (X) | $211,014 | $0 | $42,826 | ||||
| Terrence Sawyer | ||||||||||
| Vice President | 50 | 0 | Yes (X) | $288,057 | $0 | $50,989 | ||||
| Timothy Snyder | ||||||||||
| Vice President | 50 | 0 | Yes (X) | $296,549 | $0 | $35,373 | ||||
| Karyl Leggio | ||||||||||
| Dean | 50 | 0 | $286,906 | $0 | $43,606 | Yes (X) | ||||
| James Miracky SJ | ||||||||||
| Dean | 50 | 0 | $0 | $0 | $0 | Yes (X) | ||||
| Joshua Smith | ||||||||||
| Dean | 50 | 0 | $165,462 | $0 | $39,451 | Yes (X) | ||||
| James Paquette | ||||||||||
| Assistant Vice President/Athletic Director | 50 | 0 | $207,315 | $0 | $45,067 | Yes (X) | ||||
| Gloria Wren | ||||||||||
| Professor | 50 | 0 | $206,284 | $0 | $26,890 | Yes (X) | ||||
| Peter Lorenzi | ||||||||||
| Professor | 50 | 0 | $199,386 | $0 | $40,435 | Yes (X) | ||||
| Orlando Smith | ||||||||||
| Head Coach | 50 | 0 | $195,692 | $0 | $453 | Yes (X) | ||||
| Gerald Athaide | ||||||||||
| Professor | 50 | 0 | $183,347 | $0 | $40,890 | Yes (X) | ||||
| James Buckley | ||||||||||
| Former Key Employee | 50 | 0 | $157,446 | $0 | $24,336 | Yes (X) | ||||
| Peter Murrell | ||||||||||
| Former Key Employee | 50 | 0 | $130,783 | $0 | $28,736 | Yes (X) | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $3,647,280 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $615,443 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 185 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | Yes (1) | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1 | CityContractorAddress/USAddress/City | StateContractorAddress/USAddress/State | ZIP CodeContractorAddress/USAddress/ZIPCode | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| Sodexo Inc and Affiliate | |||||
| PO Box 536922 | Atlanta | GA | 30353 | Food service operations | $4,395,080 |
| Parkhurst Dining | |||||
| PO Box 644091 | Pittsburgh | PA | 15264 | Food service operations | $3,781,933 |
| Merritt Properties LLC | |||||
| 2066 Lord Baltimore Drive | Baltimore | MD | 21244 | Property management / rent | $1,962,188 |
| R H Fewster Painting Co Inc | |||||
| PO Box 4867 | Baltimore | MD | 21211 | Painting | $1,238,819 |
| Royall & Company Inc | |||||
| 1920 East Parham Road | Richmond | VA | 23228 | Undergraduate recruitment | $1,178,603 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 79 | CntrctRcvdGreaterThan100KCnt |
| Federated Campaigns | $0 | FederatedCampaignsAmt |
| Membership Dues | $0 | MembershipDuesAmt |
| Fundraising | $206,979 | FundraisingAmt |
| Related Organizations | $0 | RelatedOrganizationsAmt |
| Government Grants | $7,724,350 | GovernmentGrantsAmt |
| All Other Contributions | $16,932,780 | AllOtherContributionsAmt |
| Noncash Contributions | $1,212,785 | NoncashContributionsAmt |
| Total Contributions | $24,864,109 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (5 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt | Unrelated Business RevenueUnrelatedBusinessRevenueAmt | ExclusionExclusionAmt |
|---|---|---|---|---|---|
| Tuition and fees | 611310 | $194,329,081 | $194,329,081 | $0 | $0 |
| Residence, food service, telephone | 611310 | $43,797,598 | $43,797,598 | $0 | $0 |
| Special education programs | 611310 | $928,081 | $928,081 | $0 | $0 |
| ID cards, orientation, parking | 611310 | $1,122,119 | $131,432 | $0 | $990,687 |
| Athletics, conferences, retreats | 611310 | $2,654,659 | $876,836 | $37,508 | $1,740,315 |
Total Oth Program Service Rev TotalOthProgramServiceRevGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $0 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $242,831,538 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $3,322,911 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $117,723 | UnrelatedBusinessRevenueAmt |
| Exclusion | $3,205,188 | ExclusionAmt |
Incm From Invest Bond Proceeds IncmFromInvestBondProceedsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $0 | ExclusionAmt |
Royalties Revenue RoyaltiesRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $93,300 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $93,300 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $605,027 | RealAmt |
| Personal | $0 | PersonalAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $0 | RealAmt |
| Personal | $0 | PersonalAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $605,027 | RealAmt |
| Personal | $0 | PersonalAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $605,027 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $605,027 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $81,001,079 | SecuritiesAmt |
| Other | $0 | OtherAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $69,368,051 | SecuritiesAmt |
| Other | $0 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $11,633,028 | SecuritiesAmt |
| Other | $0 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $11,633,028 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $11,633,028 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $214,721 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $206,979 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $248,754 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$34,033 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | -$34,033 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gaming Gross Income | $0 | GamingGrossIncomeAmt |
| Gaming Direct Expenses | $0 | GamingDirectExpensesAmt |
Net Income From Gaming NetIncomeFromGamingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $0 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | $0 | GrossSalesOfInventoryAmt |
| Cost Of Goods Sold | $0 | CostOfGoodsSoldAmt |
Net Income Or Loss NetIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $0 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt | Unrelated Business RevenueUnrelatedBusinessRevenueAmt | ExclusionExclusionAmt |
|---|---|---|---|---|---|
| Fitness and Aquatic Center | 611310 | $1,357,024 | $1,357,024 | $0 | $0 |
| Miscellaneous | 611310 | $889,861 | $889,861 | $0 | $0 |
Miscellaneous Revenue MiscellaneousRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $0 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $2,246,885 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $285,562,765 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $242,309,913 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $155,231 | UnrelatedBusinessRevenueAmt |
| Exclusion | $18,233,512 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,670 | TotalAmt |
| Program Services | $6,670 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $63,168,528 | TotalAmt |
| Program Services | $63,168,528 | ProgramServicesAmt |
Foreign Grants ForeignGrantsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $880,761 | TotalAmt |
| Program Services | $880,761 | ProgramServicesAmt |
Benefits To Members BenefitsToMembersGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,455,099 | TotalAmt |
| Program Services | $2,262,993 | ProgramServicesAmt |
| Management And General | $924,543 | ManagementAndGeneralAmt |
| Fundraising | $267,563 | FundraisingAmt |
Comp Disqual Persons CompDisqualPersonsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $75,576,941 | TotalAmt |
| Program Services | $60,001,513 | ProgramServicesAmt |
| Management And General | $12,956,115 | ManagementAndGeneralAmt |
| Fundraising | $2,619,313 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,165,663 | TotalAmt |
| Program Services | $4,780,086 | ProgramServicesAmt |
| Management And General | $2,157,106 | ManagementAndGeneralAmt |
| Fundraising | $228,471 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $8,498,623 | TotalAmt |
| Program Services | $5,230,276 | ProgramServicesAmt |
| Management And General | $3,012,094 | ManagementAndGeneralAmt |
| Fundraising | $256,253 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,356,657 | TotalAmt |
| Program Services | $4,257,260 | ProgramServicesAmt |
| Management And General | $901,433 | ManagementAndGeneralAmt |
| Fundraising | $197,964 | FundraisingAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $422,459 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $422,459 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $140,875 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $140,875 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Fundraising | $0 | FundraisingAmt |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $25,391 | TotalAmt |
| Fundraising | $25,391 | FundraisingAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $834,544 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $834,544 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $18,370,120 | TotalAmt |
| Program Services | $15,255,265 | ProgramServicesAmt |
| Management And General | $3,097,707 | ManagementAndGeneralAmt |
| Fundraising | $17,148 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,575,187 | TotalAmt |
| Program Services | $2,104,774 | ProgramServicesAmt |
| Management And General | $1,131,149 | ManagementAndGeneralAmt |
| Fundraising | $339,264 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,489,519 | TotalAmt |
| Program Services | $2,392,627 | ProgramServicesAmt |
| Management And General | $2,950,226 | ManagementAndGeneralAmt |
| Fundraising | $146,666 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $9,748,110 | TotalAmt |
| Program Services | $1,408,983 | ProgramServicesAmt |
| Management And General | $8,308,230 | ManagementAndGeneralAmt |
| Fundraising | $30,897 | FundraisingAmt |
Royalties RoyaltiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $11,351 | TotalAmt |
| Program Services | $11,351 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $8,289,825 | TotalAmt |
| Program Services | $3,024,207 | ProgramServicesAmt |
| Management And General | $5,265,618 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,903,177 | TotalAmt |
| Program Services | $4,131,009 | ProgramServicesAmt |
| Management And General | $625,347 | ManagementAndGeneralAmt |
| Fundraising | $146,821 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,053,921 | TotalAmt |
| Program Services | $867,119 | ProgramServicesAmt |
| Management And General | $139,577 | ManagementAndGeneralAmt |
| Fundraising | $47,225 | FundraisingAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,776,657 | TotalAmt |
| Program Services | $6,764,054 | ProgramServicesAmt |
| Management And General | $12,603 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Payments To Affiliates PaymentsToAffiliatesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $9,375,425 | TotalAmt |
| Program Services | $8,697,826 | ProgramServicesAmt |
| Management And General | $576,211 | ManagementAndGeneralAmt |
| Fundraising | $101,388 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,509,535 | TotalAmt |
| Program Services | $87,274 | ProgramServicesAmt |
| Management And General | $1,422,261 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| Study abroad tuition | $3,457,249 | $3,457,249 | $0 | $0 |
| Library operations | $3,204,368 | $3,204,368 | $0 | $0 |
| Repairs and replacement | $1,461,704 | $1,461,704 | $0 | $0 |
| Other nonoperating activities | $1,222,299 | $0 | $1,222,299 | $0 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $13,833,112 | TotalAmt |
| Program Services | $7,606,631 | ProgramServicesAmt |
| Management And General | $4,430,485 | ManagementAndGeneralAmt |
| Fundraising | $1,795,996 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $257,813,770 | TotalAmt |
| Program Services | $201,062,528 | ProgramServicesAmt |
| Management And General | $50,530,882 | ManagementAndGeneralAmt |
| Fundraising | $6,220,360 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $28,850 | BOYAmt |
| EOY | $28,850 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $44,940,052 | BOYAmt |
| EOY | $50,045,418 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,769,227 | BOYAmt |
| EOY | $11,264,539 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,873,481 | BOYAmt |
| EOY | $1,891,479 | EOYAmt |
Receivables From Officers Etc ReceivablesFromOfficersEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,239,585 | BOYAmt |
| EOY | $2,070,060 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,803,674 | BOYAmt |
| EOY | $3,640,575 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $451,503,598 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $147,160,430 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $312,676,236 | BOYAmt |
| EOY | $304,343,168 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $105,896,802 | BOYAmt |
| EOY | $103,638,149 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $69,428,457 | BOYAmt |
| EOY | $106,744,919 | EOYAmt |
Investments Program Related InvestmentsProgramRelatedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,954,130 | BOYAmt |
| EOY | $4,106,965 | EOYAmt |
Intangible Assets IntangibleAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $11,176,116 | BOYAmt |
| EOY | $11,286,571 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $560,786,610 | BOYAmt |
| EOY | $599,060,693 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $14,363,550 | BOYAmt |
| EOY | $18,138,540 | EOYAmt |
Grants Payable GrantsPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,089,539 | BOYAmt |
| EOY | $6,160,084 | EOYAmt |
Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $150,238,577 | BOYAmt |
| EOY | $146,898,359 | EOYAmt |
Escrow Account Liability EscrowAccountLiabilityGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Loans From Officers Directors LoansFromOfficersDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $10,874,260 | BOYAmt |
| EOY | $9,035,767 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $182,565,926 | BOYAmt |
| EOY | $180,232,750 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $280,308,977 | BOYAmt |
| EOY | $301,351,615 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $31,528,124 | BOYAmt |
| EOY | $42,302,564 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $66,383,583 | BOYAmt |
| EOY | $75,173,764 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $378,220,684 | BOYAmt |
| EOY | $418,827,943 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $560,786,610 | BOYAmt |
| EOY | $599,060,693 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $27,748,995 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $11,850,233 | NetUnrlzdGainsLossesInvstAmt |
| Donated Services And Use Fclts | $0 | DonatedServicesAndUseFcltsAmt |
| Investment Expense | $0 | InvestmentExpenseAmt |
| Prior Period Adjustments | $0 | PriorPeriodAdjustmentsAmt |
| Other Changes In Net Assets | $1,008,031 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | Yes (1) | FederalGrantAuditRequiredInd |
| Federal Grant Audit Performed | Yes (1) | FederalGrantAuditPerformedInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| School | Yes (X) | SchoolInd |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $13,234,240 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $16,942,915 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $18,613,943 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $16,813,387 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $24,864,109 | CurrentTaxYearAmt |
| Total | $90,468,594 | TotalAmt |
Tax Rev Levied Orgnztnl Bnft170 TaxRevLeviedOrgnztnlBnft170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $0 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $0 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $0 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $0 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $0 | CurrentTaxYearAmt |
| Total | $0 | TotalAmt |
Govt Furn Srvc Fclts Vl170 GovtFurnSrvcFcltsVl170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus3 Years | $0 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $0 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $0 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $0 | CurrentTaxYearAmt |
| Total | $0 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $13,234,240 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $16,942,915 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $18,613,943 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $16,813,387 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $24,864,109 | CurrentTaxYearAmt |
| Total | $90,468,594 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $9,761,100 | SubstantialContributorsTotAmt |
| Public Support Total170 | $80,707,494 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,973,724 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $2,297,355 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $5,024,682 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $3,579,050 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $4,021,238 | CurrentTaxYearAmt |
| Total | $16,896,049 | TotalAmt |
Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $0 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $0 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $0 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $0 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $25,368 | CurrentTaxYearAmt |
| Total | $25,368 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $0 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $0 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $0 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $0 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $0 | CurrentTaxYearAmt |
| Total | $0 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $107,390,011 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $1,090,020,463 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.75154 | PublicSupportCY170Pct |
| Public Support PY170 | 0 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Form990 Schedule A Part IV Form990ScheduleAPartIVGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Schedule A, Part II, Line 15 | FormAndLineReferenceDesc |
| Explanation | The public support percentage was not computed in the 2012 Form 990 Schedule A. | ExplanationTxt |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
Art Public Exhibition Amounts ArtPublicExhibitionAmountsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Revenues Included | $0 | RevenuesIncludedAmt |
| Assets Included | $71,048 | AssetsIncludedAmt |
Held Works Art HeldWorksArtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Revenues Included | $0 | RevenuesIncludedAmt |
| Assets Included | $0 | AssetsIncludedAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Collection Used Pub Exhibition | Yes (X) | CollectionUsedPubExhibitionInd |
| Solicited Assets Sale | 0 | SolicitedAssetsSaleInd |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $177,155,486 | BeginningYearBalanceAmt |
| Contributions | $3,218,418 | ContributionsAmt |
| Investment Earnings Or Losses | $26,519,145 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $1,836,124 | GrantsOrScholarshipsAmt |
| Other Expenditures | $6,293,550 | OtherExpendituresAmt |
| Administrative Expenses | $834,544 | AdministrativeExpensesAmt |
| End Year Balance | $197,928,831 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $156,121,844 | BeginningYearBalanceAmt |
| Contributions | $2,318,394 | ContributionsAmt |
| Investment Earnings Or Losses | $26,544,005 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $1,509,560 | GrantsOrScholarshipsAmt |
| Other Expenditures | $5,767,753 | OtherExpendituresAmt |
| Administrative Expenses | $551,444 | AdministrativeExpensesAmt |
| End Year Balance | $177,155,486 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $165,928,310 | BeginningYearBalanceAmt |
| Contributions | $5,148,310 | ContributionsAmt |
| Investment Earnings Or Losses | -$7,602,319 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $1,434,248 | GrantsOrScholarshipsAmt |
| Other Expenditures | $5,468,745 | OtherExpendituresAmt |
| Administrative Expenses | $449,464 | AdministrativeExpensesAmt |
| End Year Balance | $156,121,844 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $138,726,310 | BeginningYearBalanceAmt |
| Contributions | $12,063,142 | ContributionsAmt |
| Investment Earnings Or Losses | $21,909,205 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $1,085,347 | GrantsOrScholarshipsAmt |
| Other Expenditures | $5,306,730 | OtherExpendituresAmt |
| Administrative Expenses | $378,270 | AdministrativeExpensesAmt |
| End Year Balance | $165,928,310 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $122,605,187 | BeginningYearBalanceAmt |
| Contributions | $1,677,232 | ContributionsAmt |
| Investment Earnings Or Losses | $22,709,220 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $1,726,126 | GrantsOrScholarshipsAmt |
| Other Expenditures | $6,070,359 | OtherExpendituresAmt |
| Administrative Expenses | $468,844 | AdministrativeExpensesAmt |
| End Year Balance | $138,726,310 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.575 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.425 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | $0 | InvestmentCostOrOtherBasisAmt |
| Other Cost Or Other Basis | $15,630,772 | OtherCostOrOtherBasisAmt |
| Book Value | $15,630,772 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | $0 | InvestmentCostOrOtherBasisAmt |
| Other Cost Or Other Basis | $389,575,278 | OtherCostOrOtherBasisAmt |
| Depreciation | $117,659,624 | DepreciationAmt |
| Book Value | $271,915,654 | BookValueAmt |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | $0 | InvestmentCostOrOtherBasisAmt |
| Other Cost Or Other Basis | $0 | OtherCostOrOtherBasisAmt |
| Depreciation | $0 | DepreciationAmt |
| Book Value | $0 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | $0 | InvestmentCostOrOtherBasisAmt |
| Other Cost Or Other Basis | $32,960,473 | OtherCostOrOtherBasisAmt |
| Depreciation | $29,221,873 | DepreciationAmt |
| Book Value | $3,738,600 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | $0 | InvestmentCostOrOtherBasisAmt |
| Other Cost Or Other Basis | $13,337,075 | OtherCostOrOtherBasisAmt |
| Depreciation | $278,933 | DepreciationAmt |
| Book Value | $13,058,142 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $304,343,168 | TotalBookValueLandBuildingsAmt |
Financial Derivatives FinancialDerivativesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Book Value | $0 | BookValueAmt |
| Method Valuation | F | MethodValuationCd |
Closely Held Equity Interests CloselyHeldEquityInterestsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Book Value | $0 | BookValueAmt |
| Method Valuation | F | MethodValuationCd |
Other Securities OtherSecuritiesGrp (12 entries)
| DescDesc | Book ValueBookValueAmt | Method ValuationMethodValuationCd |
|---|---|---|
| Fixed Income: Short-term certificate of deposit account registry service | $10,008,771 | F |
| Fixed Income: Floating rate high income | $7,251,459 | F |
| Equity Fund: International developed | $5,100,169 | F |
| Hedge fund: Multi-strategy fund | $17,261,335 | F |
| Hedge Fund: Nonagency residential mortgage-backed securities | $9,952,828 | F |
| Hedge Fund: Long/short fund | $18,251,246 | F |
| Private Equity: Multi-strategy fund of funds | $10,602,155 | F |
| Private Equity: Direct private debt & equity | $12,279,232 | F |
| Private Equity: Real estate investments | $5,296,517 | F |
| Private Equity: Venture capital fund of funds | $3,054,328 | F |
| Other: Public global real estate securities | $5,934,082 | F |
| Other | $1,752,797 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $106,744,919 | TotalBookValueSecuritiesAmt |
| Federal Income Tax Liability | $0 | FederalIncomeTaxLiabilityAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (5 entries)
| DescDesc | AmtAmt |
|---|---|
| Swap liability | $3,896,347 |
| Perkins loan fund | $2,891,391 |
| Asset retirement obligation | $1,569,799 |
| Annuity liability | $643,372 |
| Pooled income liability | $34,858 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $9,035,767 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $233,785,950 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $11,850,233 | NetUnrealizedGainsInvstAmt |
| Donated Services And Use Fclts | $0 | DonatedServicesAndUseFcltsAmt |
| Recoveries Prior Year Grants | $0 | RecoveriesPriorYearGrantsAmt |
| Other Revenue | $0 | OtherRevenueAmt |
| Revenue Not Reported | $11,850,233 | RevenueNotReportedAmt |
| Revenue Subtotal | $221,935,717 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $834,544 | InvestmentExpensesNotIncldAmt |
| Other Revenues Not Included | $62,792,504 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | $63,627,048 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $285,562,765 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $191,956,392 | TotExpnsEtcAuditedFinclStmtAmt |
| Donated Services Use Fclts | $0 | DonatedServicesUseFcltsAmt |
| Prior Year Adjustments | $0 | PriorYearAdjustmentsAmt |
| Losses Reported | $0 | LossesReportedAmt |
| Other Expenses Included | $248,754 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $248,754 | ExpensesNotReportedAmt |
| Expenses Subtotal | $191,707,638 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $834,544 | InvestmentExpensesNotIncld2Amt |
| Other Expenses Not Included | $65,271,588 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $66,106,132 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $257,813,770 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Schedule D, Part III, Line 4 | The University owns several pieces of artwork which are on display for the students. |
| Schedule D, Part V, Line 4 | The University's endowment fund helps provide affordable education to students by providing funds for financial aid and by supporting the operations of the University. |
| Schedule D, Part X, Line 2 | Accounting principles generally accepted in the United States of America require management to evaluate tax positions taken by the University and recognize a tax liability (or asset) if the University has taken an uncertain tax position that more likely than not would not be sustained upon examination by the IRS. Management has analyzed the tax positions taken by the University, and has concluded that as of May 31, 2014, there are no uncertain positions taken or expected to be taken that would require recognition of a liability (or asset) or disclosure in the financial statements. The University is subject to routine audits by taxing jurisdictions; however, there are currently no audits for any tax periods in progress. |
| Schedule D, Part XI, Line 4b | Student financial aid expense: $64,049,289; fundraising expense: $-248,754; change in fair value of split interest agreement: $-301,488; change in fair value of swap: $-720,047; change in fair value of cash surrender value: $13,504. |
| Schedule D, Part XII, Line 2d | Other expenses include direct fundraising expenses: $248,754. |
| Schedule D, Part XII, Line 4b | Financial aid expense: $64,049,289; other non-operating activities: $1,222,299 |
Schedule E IRS990ScheduleE
| Field | Value | IRS element (for citing) |
|---|---|---|
| Nondiscriminatory Policy Stmt | Yes (1) | NondiscriminatoryPolicyStmtInd |
| Policy Stmt In Brochures Etc | Yes (1) | PolicyStmtInBrochuresEtcInd |
| Plcy Pblczd Via Broadcast Media | Yes (1) | PlcyPblczdViaBroadcastMediaInd |
| Maintain Racial Comp Recs | Yes (1) | MaintainRacialCompRecsInd |
| Maintain Scholarships Recs | Yes (1) | MaintainScholarshipsRecsInd |
| Maintain Cpy Of Brochures Etc | Yes (1) | MaintainCpyOfBrochuresEtcInd |
| Maintain Cpy Of All Sol | Yes (1) | MaintainCpyOfAllSolInd |
| Discriminate Race Stdnts Rghts | 0 | DiscriminateRaceStdntsRghtsInd |
| Discriminate Race Admiss Plcy | 0 | DiscriminateRaceAdmissPlcyInd |
| Discriminate Race Emplm Fculty | 0 | DiscriminateRaceEmplmFcultyInd |
| Discriminate Race Schs | 0 | DiscriminateRaceSchsInd |
| Discriminate Race Educ Plcy | 0 | DiscriminateRaceEducPlcyInd |
| Discriminate Race Use Of Fclts | 0 | DiscriminateRaceUseOfFcltsInd |
| Discriminate Race Athlt Prog | 0 | DiscriminateRaceAthltProgInd |
| Discriminate Race Other Acty | 0 | DiscriminateRaceOtherActyInd |
| Government Financial Aid Rcvd | Yes (1) | GovernmentFinancialAidRcvdInd |
| Government Financial Aid Rvkd | 0 | GovernmentFinancialAidRvkdInd |
| Compliance With Rev Proc7550 | Yes (1) | ComplianceWithRevProc7550Ind |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Schedule E, Part I, Line 3 | Loyola University Maryland does not discriminate on the basis of race, sex, color, national or ethnic origin, age, religion, disability, marital status, sexual orientation, genetic information, military status, or any other legally protected classification in the administration of any of its educational programs and activities or with respect to admission or employment. The designated compliance officer to ensure compliance with Title IX of the Education Amendments of 1972, as amended, is Kathleen Parnell, Assistant Vice President for Human Resources, 5000 York Road, Room 206, 410-617-2354. The coordinator to ensure compliance with Section 504 of the Rehabilitation Act of 1973, as amended, is Kathleen Parnell, Assistant Vice President for Human Resources, 5000 York Road, Room 206, 410-617-2354. Loyola University Maryland is authorized under federal law to enroll non-immigrant, alien students. This publication does not constitute an expressed or implied contract. Loyola reserves the right to amend or rescind this publication at any time. |
| Schedule E, Part I, Line 6 | The Joseph A Sellinger State Aid program awards State aid to independent colleges and universities through a formula linked to their enrollment and to the per-student appropriation of selected four-year Maryland public institutions. In addition to aid provided directly through the Sellinger Program, Maryland students also receive need-based grant assistance, subsidized and unsubsidized loan assistance, and need-based work-study assistance through various Federal Title IV Student Aid Programs administered by the U.S Department of Education. U.S. Army ROTC scholarships are funded and awarded by the Department of Army and Federal Veterans Administration tuition benefits are funded and awarded by the Department of Veterans Affairs. |
Schedule F IRS990ScheduleF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Account Activities Outside US AccountActivitiesOutsideUSGrp (12 entries)
| RegionRegionTxt | OfficesOfficesCnt | EmployeeEmployeeCnt | Type Of Activities ConductedTypeOfActivitiesConductedTxt | Specific Services ProvidedSpecificServicesProvidedTxt | Region Total ExpendituresRegionTotalExpendituresAmt |
|---|---|---|---|---|---|
| Central America and the Caribbean | 0 | 0 | Program Services | Financial aid | $73,860 |
| East Asia and the Pacific | 0 | 0 | Program Services | Financial aid | $83,968 |
| Europe (including Iceland and Greenland) | 0 | 0 | Program Services | Financial aid | $422,385 |
| North America (including Canada and Mexico, but not the United States) | 0 | 0 | Program Services | Financial aid | $270,008 |
| South America | 0 | 0 | Program Services | Financial aid | $7,994 |
| South Asia | 0 | 0 | Program Services | Financial aid | $11,690 |
| Sub-Saharan Africa | 0 | 0 | Program Services | Financial aid | $10,856 |
| Central America and the Caribbean | 0 | 0 | Investments | $39,215,150 | |
| Central America and the Caribbean | 0 | 0 | Program Services | International studies | $19,586 |
| East Asia and the Pacific | 0 | 2 | Program Services | International studies | $2,302,691 |
| Europe (including Iceland and Greenland) | 2 | 5 | Program Services | International studies | $5,003,316 |
| Sub-Saharan Africa | 0 | 0 | Program Services | International studies | $22,103 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Office | 2 | TotalOfficeCnt |
| Total Employee | 7 | TotalEmployeeCnt |
| Total Spent | $47,443,607 | TotalSpentAmt |
Foreign Individuals Grants ForeignIndividualsGrantsGrp (7 entries)
| Type Of AssistanceTypeOfAssistanceTxt | RegionRegionTxt | RecipientRecipientCnt | Non Cash AssistanceNonCashAssistanceAmt | Description Of Non Cash AsstDescriptionOfNonCashAsstTxt | Valuation Method UsedValuationMethodUsedDesc |
|---|---|---|---|---|---|
| Financial aid | Central America and the Caribbean | 4 | $73,860 | Financial aid | Fair market value |
| Financial aid | East Asia and the Pacific | 4 | $83,968 | Financial aid | Fair market value |
| Financial aid | Europe (including Iceland and Greenland) | 9 | $422,385 | Financial aid | Fair market value |
| Financial aid | North America (including Canada and Mexico, but not the United States) | 6 | $270,008 | Financial aid | Fair market value |
| Financial aid | South America | 1 | $7,994 | Financial aid | Fair market value |
| Financial aid | South Asia | 2 | $11,690 | Financial aid | Fair market value |
| Financial aid | Sub-Saharan Africa | 1 | $10,856 | Financial aid | Fair market value |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Transfer To Foreign Corp | Yes (1) | TransferToForeignCorpInd |
| Interest In Foreign Trust | 0 | InterestInForeignTrustInd |
| Foreign Corp Ownership | Yes (1) | ForeignCorpOwnershipInd |
| Passive Foreign Investmest Co | Yes (1) | PassiveForeignInvestmestCoInd |
| Foreign Partnership | Yes (1) | ForeignPartnershipInd |
| Boycott Countries | 0 | BoycottCountriesInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Schedule F, Part I, Line 2 | FormAndLineReferenceDesc |
| Explanation | All financial aid is applied directly to the students' outstanding receivable balances. No cash is physically transmitted. Credit balances that result from federal student and parent loan proceeds are distributed to the borrower within the specified time frame required by the regulations governing these programs. Eligibility for need-based grants, loans, and work-study forms of federal student aid is determined using the results of the Federal Methodology need analysis formula. Student aid awarded from both federal and institutional sources are monitored continuously throughout the fiscal year using various budget status reports, student account status reports, and deferral and institutional program reconciliation reports. | ExplanationTxt |
Schedule G IRS990ScheduleG
| Field | Value | IRS element (for citing) |
|---|---|---|
| Mail Solicitations | Yes (X) | MailSolicitationsInd |
| Email Solicitations | Yes (X) | EmailSolicitationsInd |
| Phone Solicitations | Yes (X) | PhoneSolicitationsInd |
| In Person Solicitations | Yes (X) | InPersonSolicitationsInd |
| Solicitation Of Non Govt Grants | Yes (X) | SolicitationOfNonGovtGrantsInd |
| Solicitation Of Govt Grants | Yes (X) | SolicitationOfGovtGrantsInd |
| Special Fundraising Events | Yes (X) | SpecialFundraisingEventsInd |
| Agrmt Prof Fundraising Acty | Yes (1) | AgrmtProfFundraisingActyInd |
Fundraiser Activity Info FundraiserActivityInfoGrp
Organization Business Name OrganizationBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Marts & Lundy | BusinessNameLine1 |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1200 Wall Street West | AddressLine1 |
| City | Lyndhurst | City |
| State | NJ | State |
| ZIP Code | 07071 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Activity | Fundraising advisors | ActivityTxt |
| Fundraiser Control Of Funds | 0 | FundraiserControlOfFundsInd |
| Gross Receipts | $0 | GrossReceiptsAmt |
| Retained By Contractor | $25,391 | RetainedByContractorAmt |
| Net To Organization | -$25,391 | NetToOrganizationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Gross Receipts | $0 | TotalGrossReceiptsAmt |
| Total Retained By Contractors | $25,391 | TotalRetainedByContractorsAmt |
| Total Net To Organization | -$25,391 | TotalNetToOrganizationAmt |
| Licensed States | AK | LicensedStatesCd |
| Licensed States | AL | LicensedStatesCd |
| Licensed States | AR | LicensedStatesCd |
| Licensed States | CA | LicensedStatesCd |
| Licensed States | CO | LicensedStatesCd |
| Licensed States | CT | LicensedStatesCd |
| Licensed States | DC | LicensedStatesCd |
| Licensed States | FL | LicensedStatesCd |
| Licensed States | GA | LicensedStatesCd |
| Licensed States | HI | LicensedStatesCd |
| Licensed States | IL | LicensedStatesCd |
| Licensed States | KS | LicensedStatesCd |
| Licensed States | KY | LicensedStatesCd |
| Licensed States | LA | LicensedStatesCd |
| Licensed States | MA | LicensedStatesCd |
| Licensed States | MD | LicensedStatesCd |
| Licensed States | ME | LicensedStatesCd |
| Licensed States | MI | LicensedStatesCd |
| Licensed States | MN | LicensedStatesCd |
| Licensed States | MS | LicensedStatesCd |
| Licensed States | NC | LicensedStatesCd |
| Licensed States | ND | LicensedStatesCd |
| Licensed States | NH | LicensedStatesCd |
| Licensed States | NJ | LicensedStatesCd |
| Licensed States | NM | LicensedStatesCd |
| Licensed States | NV | LicensedStatesCd |
| Licensed States | NY | LicensedStatesCd |
| Licensed States | OH | LicensedStatesCd |
| Licensed States | OK | LicensedStatesCd |
| Licensed States | OR | LicensedStatesCd |
| Licensed States | PA | LicensedStatesCd |
| Licensed States | RI | LicensedStatesCd |
| Licensed States | SC | LicensedStatesCd |
| Licensed States | TN | LicensedStatesCd |
| Licensed States | UT | LicensedStatesCd |
| Licensed States | VA | LicensedStatesCd |
| Licensed States | WA | LicensedStatesCd |
| Licensed States | WI | LicensedStatesCd |
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Event1 | Golf Outing | NameOfEvent1Amt |
| Gross Receipts Event1 | $176,500 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $97,350 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $79,150 | GrossRevenueEvent1Amt |
| Cash Prizes Event1 | $0 | CashPrizesEvent1Amt |
| Non Cash Prizes Event1 | $11,333 | NonCashPrizesEvent1Amt |
| Rent Facility Costs Event1 | $59,980 | RentFacilityCostsEvent1Amt |
| Food And Beverage Event1 | $0 | FoodAndBeverageEvent1Amt |
| Entertainment Event1 | $0 | EntertainmentEvent1Amt |
| Other Direct Expenses Event1 | $2,027 | OtherDirectExpensesEvent1Amt |
| Name Of Event2 | Awards Dinner | NameOfEvent2Amt |
| Gross Receipts Event2 | $245,200 | GrossReceiptsEvent2Amt |
| Charitable Contri Event2 | $109,629 | CharitableContriEvent2Amt |
| Gross Revenue Event2 | $135,571 | GrossRevenueEvent2Amt |
| Cash Prizes Event2 | $0 | CashPrizesEvent2Amt |
| Non Cash Prizes Event2 | $0 | NonCashPrizesEvent2Amt |
| Rent Facility Costs Event2 | $3,500 | RentFacilityCostsEvent2Amt |
| Food And Beverage Event2 | $106,638 | FoodAndBeverageEvent2Amt |
| Entertainment Event2 | $0 | EntertainmentEvent2Amt |
| Other Direct Expenses Event2 | $65,276 | OtherDirectExpensesEvent2Amt |
| Other Events Total | 0 | OtherEventsTotalCnt |
| Gross Receipts Total | $421,700 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $206,979 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $214,721 | GrossRevenueTotalEventsAmt |
| Cash Prizes Total Events | $0 | CashPrizesTotalEventsAmt |
| Non Cash Prizes Total Events | $11,333 | NonCashPrizesTotalEventsAmt |
| Rent Fclty Costs Total Events | $63,480 | RentFcltyCostsTotalEventsAmt |
| Food And Beverage Total Events | $106,638 | FoodAndBeverageTotalEventsAmt |
| Entertainment Total Events | $0 | EntertainmentTotalEventsAmt |
| Oth Direct Expnss Total Events | $67,303 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $248,754 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | -$34,033 | NetIncomeSummaryAmt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | St Vincent de Paul of Baltimore | BusinessNameLine1 |
| Business Name Line2 | Beans and Bread | BusinessNameLine2 |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2305 North Charles St | AddressLine1 |
| Address Line2 | Suite 300 | AddressLine2 |
| City | Baltimore | City |
| State | MD | State |
| ZIP Code | 21218 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient EIN | 521918741 | RecipientEIN |
| IRC Section | 501(c)(3) | IRCSectionDesc |
| Cash Grant | $0 | CashGrantAmt |
| Non Cash Assistance | $6,670 | NonCashAssistanceAmt |
| Valuation Method Used | Fair market value | ValuationMethodUsedDesc |
| Non Cash Assistance | Food | NonCashAssistanceDesc |
| Purpose Of Grant | The University donates, delivers, and prepares food for a local day resource center for people who are experiencing homeless and/or material poverty. The organization is located in the Fells Point area of Baltimore, Maryland. | PurposeOfGrantTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 1 | Total501c3OrgCnt |
| Total Other Org | 0 | TotalOtherOrgCnt |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp (6 entries)
| Grant TypeGrantTypeTxt | RecipientRecipientCnt | Cash GrantCashGrantAmt | Non Cash AssistanceNonCashAssistanceAmt | Valuation Method UsedValuationMethodUsedDesc | Non Cash AssistanceNonCashAssistanceDesc |
|---|---|---|---|---|---|
| Athletic aid | 189 | $0 | $5,438,622 | Fair market value | Financial aid |
| Resident assistantships | 114 | $0 | $1,333,424 | Fair market value | Financial aid |
| Graduate assistantships | 141 | $0 | $312,961 | Fair market value | Financial aid |
| Endowed scholarships | 172 | $0 | $890,375 | Fair market value | Financial aid |
| Tuition exchange | 101 | $0 | $1,951,771 | Fair market value | Financial aid |
| Institutional aid | 2871 | $0 | $56,075,925 | Fair market value | Financial aid |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Schedule I, Part I, Line 2 | FormAndLineReferenceDesc |
| Explanation | Grants and Other Assistance to Governments and Organizations in the United States: The University donates, delivers, and prepares food for a local day resource center for people who are experiencing homelessness and/or material poverty. Donations are monitored in a segregated account for record keeping purposes. Grants and Other Assistance to Individuals in the United States: All financial aid is applied directly to the students' outstanding receivable balances. No cash is physically transmitted. Credit balances that result from federal student and parent loan proceeds are distributed to the borrower within the specified time frame required by the regulations governing these programs. Eligibility for need-based grants, loans, and work-study forms of federal student aid is determined using the results of the Federal Methodology need analysis formula. Student aid awarded from both federal and institutional sources are monitored continuously throughout the fiscal year using various budget status reports, student account status reports, and deferral and institutional program reconciliation reports. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Housing Allowance Or Residence | Yes (X) | HousingAllowanceOrResidenceInd |
| Club Dues Or Fees | Yes (X) | ClubDuesOrFeesInd |
| Written Policy Ref T And E Expnss | Yes (1) | WrittenPolicyRefTAndEExpnssInd |
| Substantiation Required | Yes (1) | SubstantiationRequiredInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (16 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Susan Donovan | ||||||||||||||
| Executive Vice President | $304,423 | $0 | $0 | $0 | $21,859 | $0 | $27,500 | $0 | $19,556 | $0 | $373,338 | $0 | $0 | $0 |
| Marc Camille | ||||||||||||||
| Vice President | $232,392 | $0 | $0 | $0 | $35,895 | $0 | $25,878 | $0 | $22,611 | $0 | $316,776 | $0 | $0 | $0 |
| Randall Gentzler | ||||||||||||||
| Vice President | $267,462 | $0 | $0 | $0 | $25,596 | $0 | $28,050 | $0 | $19,490 | $0 | $340,598 | $0 | $0 | $0 |
| Megan Gillick | ||||||||||||||
| Vice President | $231,412 | $0 | $0 | $0 | $0 | $0 | $25,575 | $0 | $7,731 | $0 | $264,718 | $0 | $0 | $0 |
| Sheilah Horton | ||||||||||||||
| Vice President | $186,622 | $0 | $0 | $0 | $24,392 | $0 | $21,450 | $0 | $21,376 | $0 | $253,840 | $0 | $0 | $0 |
| Terrence Sawyer | ||||||||||||||
| Vice President | $257,807 | $0 | $0 | $0 | $30,250 | $0 | $28,050 | $0 | $22,939 | $0 | $339,046 | $0 | $0 | $0 |
| Timothy Snyder | ||||||||||||||
| Vice President | $269,633 | $0 | $0 | $0 | $26,916 | $0 | $28,050 | $0 | $7,323 | $0 | $331,922 | $0 | $0 | $0 |
| Karyl Leggio | ||||||||||||||
| Dean | $266,416 | $0 | $0 | $0 | $20,490 | $0 | $28,050 | $0 | $15,556 | $0 | $330,512 | $0 | $0 | $0 |
| Joshua Smith | ||||||||||||||
| Dean | $165,462 | $0 | $0 | $0 | $0 | $0 | $18,840 | $0 | $20,611 | $0 | $204,913 | $0 | $0 | $0 |
| James Paquette | ||||||||||||||
| Assistant Vice President/Athletic Director | $196,819 | $0 | $0 | $0 | $10,496 | $0 | $21,351 | $0 | $23,716 | $0 | $252,382 | $0 | $0 | $0 |
| Peter Lorenzi | ||||||||||||||
| Professor | $193,686 | $0 | $0 | $0 | $5,700 | $0 | $20,006 | $0 | $20,429 | $0 | $239,821 | $0 | $0 | $0 |
| Gloria Wren | ||||||||||||||
| Professor | $206,284 | $0 | $0 | $0 | $0 | $0 | $19,266 | $0 | $7,624 | $0 | $233,174 | $0 | $0 | $0 |
| Gerald Athaide | ||||||||||||||
| Professor | $183,347 | $0 | $0 | $0 | $0 | $0 | $17,779 | $0 | $23,111 | $0 | $224,237 | $0 | $0 | $0 |
| Orlando Smith | ||||||||||||||
| Head Coach | $191,811 | $0 | $0 | $0 | $3,881 | $0 | $0 | $0 | $453 | $0 | $196,145 | $0 | $0 | $0 |
| James Buckley | ||||||||||||||
| Dean | $157,446 | $0 | $0 | $0 | $0 | $0 | $17,108 | $0 | $7,228 | $0 | $181,782 | $0 | $0 | $0 |
| Peter Murrell | ||||||||||||||
| Dean | $130,783 | $0 | $0 | $0 | $0 | $0 | $14,842 | $0 | $13,894 | $0 | $159,519 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Schedule J, Part I, Line 1a | Health or Social Club Dues: The following individuals received memberships in local country clubs or social clubs as part of their job duties with the University: Fr. Brian Linnane SJ, Susan Donovan, Marc Camille, Randall Gentzler, Megan Gillick, Terrence Sawyer and James Paquette. The University tracks usage of these clubs and reports personal use as taxable income on the employees' W-2. |
| Schedule J, Part I, Line 3 | Fr. Brian Linnane SJ has taken a vow of poverty and does not receive a W-2 for his services to the University. In addition, Fr. Linnane received housing from the University during the year ended May 31, 2014 in order to fulfill the obligation of the Society of Jesus to provide housing to Fr. Linnane. |
Schedule K IRS990ScheduleK
Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp (4 entries)
| Bond ReferenceBondReferenceCd | Business Name Line2IssuerName/BusinessNameLine2 | Bond Issuer EINBondIssuerEIN | CUSIPCUSIPNum | Bond IssuedBondIssuedDt | Issue PriceIssuePriceAmt | PurposePurposeDesc | DefeasedDefeasedInd | On Behalf Of IssuerOnBehalfOfIssuerInd | Pool FinancingPoolFinancingInd |
|---|---|---|---|---|---|---|---|---|---|
| Maryland Health and Higher | |||||||||
| A | Educational Facilities Authority | 520936091 | 574217VW2 | 2006-01-04 | $63,650,728 | 2006 - Various Capital Projects | 0 | 0 | 0 |
| Maryland Health and Higher | |||||||||
| B | Educational Facilities Authority | 530936091 | 574218JJ3 | 2012-06-07 | $53,943,256 | 2012A - Refunding - issued date 09/17/2008, 12/04/2007, 06/23/1999 | 0 | 0 | 0 |
| Maryland Health and Higher | |||||||||
| C | Educational Facilities Authority | 520936091 | 2012-06-26 | $20,145,000 | 2012B - Refunding - issued date 09/17/2008 | 0 | 0 | 0 | |
| Maryland Health and Higher | |||||||||
| D | Educational Facilities Authority | 520936091 | 2012-06-26 | $12,450,000 | 2012B - Refunding - issued date 09/17/2008 | 0 | 0 | 0 | |
Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp (4 entries)
| Bond ReferenceBondReferenceCd | RetiredRetiredAmt | Bond DefeasedBondDefeasedAmt | Total ProceedsTotalProceedsAmt | In Reserve FundInReserveFundAmt | Capitalized InterestCapitalizedInterestAmt | Refunding EscrowRefundingEscrowAmt | Issuance Costs From ProceedsIssuanceCostsFromProceedsAmt | Credit EnhancementCreditEnhancementAmt | Working Capital ExpendituresWorkingCapitalExpendituresAmt | Capital ExpendituresCapitalExpendituresAmt | Other Spent ProceedsOtherSpentProceedsAmt | UnspentUnspentAmt | Substantial CompletionSubstantialCompletionYr | Current RefundingCurrentRefundingInd | Advance RefundingAdvanceRefundingInd | Final Allocation MadeFinalAllocationMadeInd | Adequate Books And Rec MaintAdequateBooksAndRecMaintInd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| A | $0 | $0 | $67,894,572 | $0 | $5,286,744 | $0 | $521,557 | $0 | $0 | $62,086,271 | $0 | $0 | 2010 | 0 | 0 | Yes (1) | Yes (1) |
| B | $1,650,000 | $0 | $53,943,256 | $0 | $0 | $0 | $498,916 | $0 | $0 | $0 | $53,444,340 | $0 | 2009 | Yes (1) | 0 | Yes (1) | Yes (1) |
| C | $713,836 | $0 | $20,145,000 | $0 | $0 | $0 | $81,630 | $0 | $0 | $0 | $20,063,370 | $0 | 1999 | Yes (1) | 0 | Yes (1) | Yes (1) |
| D | $441,164 | $0 | $12,450,000 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $12,450,000 | $0 | 1999 | Yes (1) | 0 | Yes (1) | Yes (1) |
Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp (4 entries)
| Bond ReferenceBondReferenceCd | Owning Bond Financed PropertyOwningBondFinancedPropertyInd | Any Lease ArrangementsAnyLeaseArrangementsInd | Mgmt Contract Bond Fincd PropMgmtContractBondFincdPropInd | Engage Bond Counsel ContractsEngageBondCounselContractsInd | Any Research AgreementsAnyResearchAgreementsInd | Private Bus Use By OthersPrivateBusUseByOthersPct | Private Bus Concerning UBIPrivateBusConcerningUBIPct | Total Private Business UseTotalPrivateBusinessUsePct | Bond Iss Meet Prvt Sec Pymt TestBondIssMeetPrvtSecPymtTestInd | Change In Use Bond Financed PropChangeInUseBondFinancedPropInd | Procs Nonqualified Bond RemdtdProcsNonqualifiedBondRemdtdInd |
|---|---|---|---|---|---|---|---|---|---|---|---|
| A | 0 | 0 | Yes (1) | Yes (1) | 0 | 0 | 0 | 0 | 0 | 0 | Yes (1) |
| B | 0 | 0 | Yes (1) | Yes (1) | 0 | 0 | 0 | 0 | 0 | 0 | Yes (1) |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Exempt Bonds Private Bus Use | TaxExemptBondsPrivateBusUseGrp | |
| Tax Exempt Bonds Private Bus Use | TaxExemptBondsPrivateBusUseGrp |
Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp (4 entries)
| Bond ReferenceBondReferenceCd | Form8038 T FiledForm8038TFiledInd | Rebate Not Due YetRebateNotDueYetInd | Exception To RebateExceptionToRebateInd | No Rebate DueNoRebateDueInd | Variable Rate IssueVariableRateIssueInd | Hedge Identified In Bks And RecHedgeIdentifiedInBksAndRecInd | Gross Proceeds Invested In GICGrossProceedsInvestedInGICInd | Gross Proceeds InvestedGrossProceedsInvestedInd | Written Proc To Monitor ReqsWrittenProcToMonitorReqsInd | Term Of HedgeTermOfHedgePct | Superintegrated HedgeSuperintegratedHedgeInd | Hedge TerminatedHedgeTerminatedInd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| (no name) | ||||||||||||
| A | 0 | 0 | 0 | Yes (1) | 0 | 0 | 0 | 0 | Yes (1) | |||
| (no name) | ||||||||||||
| B | 0 | Yes (1) | 0 | 0 | 0 | 0 | 0 | 0 | Yes (1) | |||
| Wells Fargo Bank | ||||||||||||
| C | 0 | Yes (1) | 0 | 0 | Yes (1) | Yes (1) | 0 | 0 | Yes (1) | 14.5 | 0 | 0 |
| Wells Fargo Bank | ||||||||||||
| D | 0 | Yes (1) | 0 | 0 | Yes (1) | Yes (1) | 0 | 0 | Yes (1) | 14.5 | 0 | 0 |
Procedures Corrective Action ProceduresCorrectiveActionGrp (4 entries)
| Bond ReferenceBondReferenceCd | Procedures Corrective ActionProceduresCorrectiveActionInd |
|---|---|
| A | Yes (1) |
| B | Yes (1) |
| C | Yes (1) |
| D | Yes (1) |
Supplemental Information Detail SupplementalInformationDetail (11 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Schedule K, Part I-06/26/2012 20,145,000 Maryland Health and Higher | Pursuant to Sections 1.141-13(d), 1.148-9(h) and 1.150-1(c)(3) of the income tax regulations, the issuer elected to treat the 06/26/2012 bonds as two separate issues and filed a separate Form 8038 for each of the issues. |
| Schedule K, Part I-06/26/2012 12,450,000 Maryland Health and Higher | Pursuant to Sections 1.141-13(d), 1.148-9(h) and 1.150-1(c)(3) of the income tax regulations, the issuer elected to treat the 06/26/2012 bonds as two separate issues and filed a separate Form 8038 for each of the issues. |
| Schedule K, Part II, Line 1-06/26/2012 20,145,000 Maryland Health and Higher | Principal payment proportionately allocated to the bonds refunded. |
| Schedule K, Part II, Line 1-06/26/2012 12,450,000 Maryland Health and Higher | Principal payment proportionately allocated to the bonds refunded. |
| Schedule K, Part II, Line 3-01/04/2006 63,650,728 Maryland Health and Higher | The total proceeds exceed the issue price due to the investment earnings on the project fund. |
| Schedule K, Part II, Line 11-06/07/2012 53,943,256 Maryland Health and Higher | The other spent proceeds are the refunding proceeds of the issue. |
| Schedule K, Part II, Line 11-06/26/2012 20,145,000 Maryland Health and Higher | The other spent proceeds are the refunding proceeds of the issue. |
| Schedule K, Part II, Line 11-06/26/2012 12,450,000 Maryland Health and Higher | The other spent proceeds are the refunding proceeds of the issue. |
| Schedule K, Part III, Line 6-06/26/2012 20,145,000 Maryland Health and Higher | The bond issue refunded a 2008 issue which, through a series of refundings, refunded the series 1996 and 1985 bonds; the issue is exempt from reporting on Part III. |
| Schedule K, Part III, Line 6-06/26/2012 12,450,000 Maryland Health and Higher | The bond issue refunded a 2008 issue which, through a series of refundings, refunded the series 1996 and 1985 bonds; the issue is exempt from reporting on Part III. |
| Schedule K, Part IV, Line 2c-01/04/2006 63,650,728 Maryland Health and Higher | A rebate calculation was completed on 10/01/2010. |
Schedule K IRS990ScheduleK
Schedule L IRS990ScheduleL
Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp
Name Of Interested NameOfInterested
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Louis Cestello | PersonNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Relationship Description | Trustee | RelationshipDescriptionTxt |
| Transaction | $426,162 | TransactionAmt |
| Transaction | See Part V | TransactionDesc |
| Sharing Of Revenues | 0 | SharingOfRevenuesInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Schedule L, Part IV | FormAndLineReferenceDesc |
| Explanation | The trustee is employed by PNC Bank; PNC Bank provides banking services to the University in an arm's length relationship. | ExplanationTxt |
Schedule M IRS990ScheduleM
Clothing And Household Goods ClothingAndHouseholdGoodsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Noncash Contributions Rpt F990 | $4,555 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | Fair market value | MethodOfDeterminingRevenuesTxt |
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 49 | ContributionCnt |
| Noncash Contributions Rpt F990 | $1,172,237 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | Fair market value | MethodOfDeterminingRevenuesTxt |
Other Non Cash Contri Table OtherNonCashContriTableGrp (2 entries)
| Non Cash CheckboxNonCashCheckboxInd | DescDesc | ContributionContributionCnt | Noncash Contributions Rpt F990NoncashContributionsRptF990Amt | Method Of Determining RevenuesMethodOfDeterminingRevenuesTxt |
|---|---|---|---|---|
| Yes (X) | Scientific instruments | 1 | $25,000 | Fair market value |
| Yes (X) | Miscellaneous | 21 | $10,993 | Fair market value |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form8283 Received | 2 | Form8283ReceivedCnt |
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | Yes (1) | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | 0 | ThirdPartiesUsedInd |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Form 990, Part VI, Section B, Line 11b | Prior to filing, the Form 990 is reviewed by the Vice President for Finance and an independent tax accountant at KPMG. All members of the Board of Trustees are provided an electronic copy of the complete form except for Schedule B. Schedule B, as provided to the Board, was redacted to exclude the name and address of a donor at the request of the donor. The Form is filed after all comments from the Board of Trustees are addressed. |
| Form 990, Part VI, Section B, Line 12c | Each Board member is required to complete and file with the Secretary of the University, on or before September 1 of each year, information about possible beneficial or adverse interests affecting Loyola University Maryland, including interests of immediate family members and organizations in which the Board member (or member of his or her family) has a significant management function or significant ownership interest. University administrators are required to act in ways consistent with their fiduciary responsibilities to the University. If a University administrator believes that he or she may have a conflict of interest, the administrator shall promptly fully disclose the conflict to the President of the University and shall refrain from participation in any way in the matter to which the conflict relates until the question has been resolved. The President shall consult with University counsel regarding all conflict questions of which he is informed and shall report regularly to the Board of Trustees any unresolved conflict questions. |
| Form 990, Part VI, Section B, Line 15 | Fr. Brian Linnane SJ has taken a vow of poverty and does not receive a W-2 for his services to the University. For other officers or key employees of the organization, an independent search consultant was retained for each search. Salary data of comparable AJCU (Association of Jesuit Colleges and Universities) institutions was used in the determination of the salary range. The independent search consultant assisted with the setting of an appropriate salary, with consideration of the position responsibilities and the market. The Organization and Nomination Committee of the Board of Trustees is responsible for setting senior administration's annual compensation. Salaries are reviewed based upon job analysis, market conditions, and performance. Records of the meetings are maintained by the Assistant Secretary of the Board. |
| Form 990, Part VI, Section C, Line 19 | The audited financial statements and the Form 990 are on the University's external website. Governing documents and the conflict of interest policy are not available to the general public. |
| Form 990, Part VII, Section A, Line 1d | Fr. Brian Linnane SJ and Fr. James Miracky SJ have taken a vow of poverty and do not receive a W-2 for their services to the University. |
| Form 990, Part XI, Line 9 | Change in fair value of split interest agreements: $301,488; change in fair value of swap: $720,047; change in fair value of cash surrender values: $ (13,504). |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | The Loyola Notre Dame Library Inc | BusinessNameLine1 |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 200 Winston Ave | AddressLine1 |
| City | Baltimore | City |
| State | MD | State |
| ZIP Code | 21212 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 520881396 | EIN |
| Primary Activities | Information and resource support | PrimaryActivitiesTxt |
| Legal Domicile State | MD | LegalDomicileStateCd |
| Exempt Code Section | 501(c)(3) | ExemptCodeSectionTxt |
| Public Charity Status | 509(a)(3) III-FI | PublicCharityStatusTxt |
| Direct Controlling NA | N/A | DirectControllingNACd |
| Controlled Organization | 0 | ControlledOrganizationInd |
Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp
Related Organization Name RelatedOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Pooled Income Fund - 1 | BusinessNameLine1 |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4501 N Charles Street | AddressLine1 |
| City | Baltimore | City |
| State | MD | State |
| ZIP Code | 21210 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Primary Activities | Pooled Income Fund | PrimaryActivitiesTxt |
| Legal Domicile State | MD | LegalDomicileStateCd |
| Direct Controlling NA | N/A | DirectControllingNACd |
| Entity Type | T | EntityTypeTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | 0 | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | 0 | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | 0 | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | 0 | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | 0 | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | 0 | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | 0 | SharingOfFacilitiesInd |
| Paid Employees Sharing | 0 | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | Yes (1) | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |
Comments