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 ReturnHeader

FieldValueIRS element (for citing)
Return2015-04-14T11:59:42-07:00ReturnTs
Tax Period End2014-05-31TaxPeriodEndDt
Return Type990ReturnTypeCd
Tax Period Begin2013-06-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN520591623EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1LOYOLA UNIVERSITY MARYLAND INCBusinessNameLine1
FieldValueIRS element (for citing)
Business Name ControlLOYOBusinessNameControlTxt
Phone4106172917PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line14501 N Charles StreetAddressLine1
CityBaltimoreCity
StateMDState
ZIP Code212102699ZIPCode

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonRandall GentzlerPersonNm
Person TitleVice President for FinancePersonTitleTxt
Phone4106172345PhoneNum
Signature2015-04-14SignatureDt
FieldValueIRS element (for citing)
Tax2013TaxYr
Build TS2016-02-25 16:41:14ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerRev Brian F Linnane SJPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line14501 N Charles StreetAddressLine1
CityBaltimoreCity
StateMDState
ZIP Code212102699ZIPCode
FieldValueIRS element (for citing)
Gross Receipts$355,179,570GrossReceiptsAmt
Group Return For Affiliates0GroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website Addresswww.loyola.eduWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation1853FormationYr
Legal Domicile StateMDLegalDomicileStateCd
Activity Or MissionLoyola 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 Body34VotingMembersGoverningBodyCnt
Voting Members Independent33VotingMembersIndependentCnt
Total Employee3786TotalEmployeeCnt
Total Volunteers0TotalVolunteersCnt
Total Gross UBI$155,231TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$25,087NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$16,813,387PYContributionsGrantsAmt
CY Contributions Grants$24,864,109CYContributionsGrantsAmt
PY Program Service Revenue$226,270,733PYProgramServiceRevenueAmt
CY Program Service Revenue$242,831,538CYProgramServiceRevenueAmt
PY Investment Income$16,867,513PYInvestmentIncomeAmt
CY Investment Income$14,955,939CYInvestmentIncomeAmt
PY Other Revenue$3,042,273PYOtherRevenueAmt
CY Other Revenue$2,911,179CYOtherRevenueAmt
PY Total Revenue$262,993,906PYTotalRevenueAmt
CY Total Revenue$285,562,765CYTotalRevenueAmt
PY Grants And Similar Paid$58,750,276PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$64,055,959CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$0PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$96,201,369PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$100,052,983CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$41,047PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$25,391CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$6,220,360CYTotalFundraisingExpenseAmt
PY Other Expenses$88,503,516PYOtherExpensesAmt
CY Other Expenses$93,679,437CYOtherExpensesAmt
PY Total Expenses$243,496,208PYTotalExpensesAmt
CY Total Expenses$257,813,770CYTotalExpensesAmt
PY Revenues Less Expenses$19,497,698PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$27,748,995CYRevenuesLessExpensesAmt
Total Assets BOY$560,786,610TotalAssetsBOYAmt
Total Assets EOY$599,060,693TotalAssetsEOYAmt
Total Liabilities BOY$182,565,926TotalLiabilitiesBOYAmt
Total Liabilities EOY$180,232,750TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$378,220,684NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$418,827,943NetAssetsOrFundBalancesEOYAmt
MissionLoyola 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 Srvc0SignificantNewProgramSrvcInd
Significant Change0SignificantChangeInd
Expense$132,751,990ExpenseAmt
Grant$64,049,289GrantAmt
Revenue$195,429,631RevenueAmt
DescInstruction of 4,004 undergraduate and 1,973 graduate students (5,977 students)Desc

Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp

FieldValueIRS element (for citing)
Expense$32,359,837ExpenseAmt
Grant$0GrantAmt
Revenue$5,851,194RevenueAmt
DescProviding academic and support services to students (5,977 students)Desc

Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp

FieldValueIRS element (for citing)
Expense$32,906,801ExpenseAmt
Grant$0GrantAmt
Revenue$43,797,598RevenueAmt
DescHousing, food service and other student servicesDesc

Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp

FieldValueIRS element (for citing)
Expense$3,043,900ExpenseAmt
Grant$6,670GrantAmt
Revenue$0RevenueAmt
DescResearch and development programs provided by faculty and public service programs performed to benefit the public in generalDesc
FieldValueIRS element (for citing)
Total Other Prog Srvc Expense$3,043,900TotalOtherProgSrvcExpenseAmt
Total Other Prog Srvc Grant$6,670TotalOtherProgSrvcGrantAmt
Total Other Prog Srvc Revenue$0TotalOtherProgSrvcRevenueAmt
Total Program Service Expenses$201,062,528TotalProgramServiceExpensesAmt
Described In Section501c3Yes (1)DescribedInSection501c3Ind
Schedule B RequiredYes (1)ScheduleBRequiredInd
Political Campaign Acty0PoliticalCampaignActyInd
Lobbying Activities0LobbyingActivitiesInd
Subject To Proxy Tax0SubjectToProxyTaxInd
Donor Advised Fund0DonorAdvisedFundInd
Conservation Easements0ConservationEasementsInd
Collections Of ArtYes (1)CollectionsOfArtInd
Credit Counseling0CreditCounselingInd
Temp Or Permanent EndowmentsYes (1)TempOrPermanentEndowmentsInd
Report Land Building EquipmentYes (1)ReportLandBuildingEquipmentInd
Report Investments Other SecYes (1)ReportInvestmentsOtherSecInd
Report Program Related Invst0ReportProgramRelatedInvstInd
Report Other Assets0ReportOtherAssetsInd
Report Other LiabilitiesYes (1)ReportOtherLiabilitiesInd
Include FIN48 FootnoteYes (1)IncludeFIN48FootnoteInd
Independent Audit Fincl StmtYes (1)IndependentAuditFinclStmtInd
Consolidated Audit Fincl Stmt0ConsolidatedAuditFinclStmtInd
School OperatingYes (1)SchoolOperatingInd
Foreign OfficeYes (1)ForeignOfficeInd
Foreign ActivitiesYes (1)ForeignActivitiesInd
More Than5000 K To Org0MoreThan5000KToOrgInd
More Than5000 K To IndividualsYes (1)MoreThan5000KToIndividualsInd
Professional FundraisingYes (1)ProfessionalFundraisingInd
Fundraising ActivitiesYes (1)FundraisingActivitiesInd
Gaming Activities0GamingActivitiesInd
Operate Hospital0OperateHospitalInd
Grants To OrganizationsYes (1)GrantsToOrganizationsInd
Grants To IndividualsYes (1)GrantsToIndividualsInd
Schedule J RequiredYes (1)ScheduleJRequiredInd
Tax Exempt BondsYes (1)TaxExemptBondsInd
Invest Tax Exempt Bonds0InvestTaxExemptBondsInd
Escrow Account0EscrowAccountInd
On Behalf Of Issuer0OnBehalfOfIssuerInd
Engaged In Excess Benefit Trans0EngagedInExcessBenefitTransInd
PY Excess Benefit Trans0PYExcessBenefitTransInd
Loan Outstanding0LoanOutstandingInd
Grant To Related Person0GrantToRelatedPersonInd
Business Rln With Org Mem0BusinessRlnWithOrgMemInd
Business Rln With Fam Mem0BusinessRlnWithFamMemInd
Business Rln With Officer EntYes (1)BusinessRlnWithOfficerEntInd
Deductible Non Cash ContriYes (1)DeductibleNonCashContriInd
Deductible Art Contribution0DeductibleArtContributionInd
Terminate Operations0TerminateOperationsInd
Partial Liquidation0PartialLiquidationInd
Disregarded Entity0DisregardedEntityInd
Related EntityYes (1)RelatedEntityInd
Related Organization Ctrl Ent0RelatedOrganizationCtrlEntInd
Trnsfr Exmpt Non Chrtbl Rltd Org0TrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted Prtshp0ActivitiesConductedPrtshpInd
Schedule O RequiredYes (1)ScheduleORequiredInd
IRP Document468IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld ComplianceYes (1)BackupWthldComplianceInd
Employee3786EmployeeCnt
Employment Tax Returns FiledYes (1)EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over LimitYes (1)UnrelatedBusIncmOverLimitInd
Form990 T FiledYes (1)Form990TFiledInd
Foreign Financial AccountYes (1)ForeignFinancialAccountInd
Foreign CountryBEForeignCountryCd
Foreign CountryEIForeignCountryCd
Foreign CountrySPForeignCountryCd
Foreign CountryTHForeignCountryCd
Foreign CountryUKForeignCountryCd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Taxable Party Notification0TaxablePartyNotificationInd
Nondeductible Contributions0NondeductibleContributionsInd
Quid Pro Quo ContributionsYes (1)QuidProQuoContributionsInd
Quid Pro Quo Contri DisclYes (1)QuidProQuoContriDisclInd
Form8282 Property Disposed Of0Form8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Indoor Tanning Services0IndoorTanningServicesInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members34GoverningBodyVotingMembersCnt
Independent Voting Member33IndependentVotingMemberCnt
Family Or Business Rln0FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties0DelegationOfMgmtDutiesInd
Change To Org Documents0ChangeToOrgDocumentsInd
Material Diversion Or Misuse0MaterialDiversionOrMisuseInd
Members Or Stockholders0MembersOrStockholdersInd
Election Of Board Members0ElectionOfBoardMembersInd
Decisions Subject To Approva0DecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (1)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (1)MinutesOfCommitteesInd
Officer Mailing Address0OfficerMailingAddressInd
Local Chapters0LocalChaptersInd
Form990 Provided To Gvrn Body0Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (1)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (1)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (1)RegularMonitoringEnfrcInd
Whistleblower PolicyYes (1)WhistleblowerPolicyInd
Document Retention PolicyYes (1)DocumentRetentionPolicyInd
Compensation Process CEO0CompensationProcessCEOInd
Compensation Process OtherYes (1)CompensationProcessOtherInd
Investment In Joint Venture0InvestmentInJointVentureInd
States Where Copy Of Return Is FldMDStatesWhereCopyOfReturnIsFldCd
Own WebsiteYes (X)OwnWebsiteInd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

FieldValueIRS element (for citing)
PersonJare Allocco AllenPersonNm
Phone4106172917PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line14501 N Charles StreetAddressLine1
CityBaltimoreCity
StateMDState
ZIP Code212102699ZIPCode
FieldValueIRS element (for citing)
Info In Schedule O Part VIIYes (X)InfoInScheduleOPartVIIInd

Form990 Part VII Section A Form990PartVIISectionAGrp (53 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtAverage Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtKey EmployeeKeyEmployeeIndHighest Compensated EmployeeHighestCompensatedEmployeeIndFormer Ofcr Director TrusteeFormerOfcrDirectorTrusteeInd
Brian Linnane SJ
President500Yes (X)Yes (X)$0$0$20,000
Stephen Ainlay
Trustee0.50Yes (X)$0$0$0
Angela Amarhanov
Trustee0.50Yes (X)$0$0$0
W Bradley Bennett
Trustee0.50Yes (X)$0$0$0
Kenneth Boehl
Trustee0.50Yes (X)$0$0$0
William Campbell SJ
Trustee0.50Yes (X)$0$0$0
Michael Cataneo
Trustee0.50Yes (X)$0$0$0
Louis Cestello
Trustee0.50Yes (X)$0$0$0
John Cochran
Trustee0.50Yes (X)$0$0$0
John Dennis SJ
Trustee0.50Yes (X)$0$0$0
Marilynn Duker
Trustee0.50Yes (X)$0$0$0
Paul Eibeler
Trustee0.50Yes (X)$0$0$0
Sharon Euart RSM
Trustee0.50Yes (X)$0$0$0
David Ferguson
Trustee0.50Yes (X)$0$0$0
Kevin Finnerty
Trustee0.50Yes (X)$0$0$0
James Forbes
Trustee0.50Yes (X)$0$0$0
J Richard Fredericks
Trustee0.50Yes (X)$0$0$0
Felix Fuertes
Trustee0.50Yes (X)$0$0$0
Gregory Gailius
Trustee0.50Yes (X)$0$0$0
IH Hammerman II
Trustee0.50Yes (X)$0$0$0
H Edward Hanway
Trustee0.50Yes (X)$0$0$0
Gerry Holthaus
Trustee0.50Yes (X)$0$0$0
Rosemary Mangione Juras
Trustee0.50Yes (X)$0$0$0
M Cathleen Kaveny
Trustee0.50Yes (X)$0$0$0
Kevin Keelty
Trustee0.50Yes (X)$0$0$0
Robert Kelly
Trustee0.50Yes (X)$0$0$0
Mark Knott
Trustee0.50Yes (X)$0$0$0
James Latchford
Trustee0.50Yes (X)$0$0$0
John Lee IV
Trustee0.50Yes (X)$0$0$0
Hugh Mohler
Trustee0.50Yes (X)$0$0$0
Aine O'Connor RSM
Trustee0.50Yes (X)$0$0$0
Gerard Reedy SJ
Trustee0.50Yes (X)$0$0$0
Christopher Surot
Trustee0.50Yes (X)$0$0$0
Thomas Thornton
Trustee0.50Yes (X)$0$0$0
Michael Tunney SJ
Trustee0.50Yes (X)$0$0$0
John Wolf
Trustee0.50Yes (X)$0$0$0
Susan Donovan
Executive Vice President500Yes (X)$326,282$0$47,056
Marc Camille
Vice President500Yes (X)$268,287$0$48,489
Randall Gentzler
Vice President500Yes (X)$293,058$0$47,540
Megan Gillick
Vice President500Yes (X)$231,412$0$33,306
Sheilah Horton
Vice President500Yes (X)$211,014$0$42,826
Terrence Sawyer
Vice President500Yes (X)$288,057$0$50,989
Timothy Snyder
Vice President500Yes (X)$296,549$0$35,373
Karyl Leggio
Dean500$286,906$0$43,606Yes (X)
James Miracky SJ
Dean500$0$0$0Yes (X)
Joshua Smith
Dean500$165,462$0$39,451Yes (X)
James Paquette
Assistant Vice President/Athletic Director500$207,315$0$45,067Yes (X)
Gloria Wren
Professor500$206,284$0$26,890Yes (X)
Peter Lorenzi
Professor500$199,386$0$40,435Yes (X)
Orlando Smith
Head Coach500$195,692$0$453Yes (X)
Gerald Athaide
Professor500$183,347$0$40,890Yes (X)
James Buckley
Former Key Employee500$157,446$0$24,336Yes (X)
Peter Murrell
Former Key Employee500$130,783$0$28,736Yes (X)
FieldValueIRS element (for citing)
Total Reportable Comp From Org$3,647,280TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$0TotReportableCompRltdOrgAmt
Total Other Compensation$615,443TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K185IndivRcvdGreaterThan100KCnt
Former Ofcr Employees ListedYes (1)FormerOfcrEmployeesListedInd
Total Comp Greater Than150 KYes (1)TotalCompGreaterThan150KInd
Compensation From Other Srcs0CompensationFromOtherSrcsInd

Contractor Compensation ContractorCompensationGrp (5 entries)

Address Line1ContractorAddress/USAddress/AddressLine1CityContractorAddress/USAddress/CityStateContractorAddress/USAddress/StateZIP CodeContractorAddress/USAddress/ZIPCodeServicesServicesDescCompensationCompensationAmt
Sodexo Inc and Affiliate
PO Box 536922AtlantaGA30353Food service operations$4,395,080
Parkhurst Dining
PO Box 644091PittsburghPA15264Food service operations$3,781,933
Merritt Properties LLC
2066 Lord Baltimore DriveBaltimoreMD21244Property management / rent$1,962,188
R H Fewster Painting Co Inc
PO Box 4867BaltimoreMD21211Painting$1,238,819
Royall & Company Inc
1920 East Parham RoadRichmondVA23228Undergraduate recruitment$1,178,603
FieldValueIRS element (for citing)
Cntrct Rcvd Greater Than100 K79CntrctRcvdGreaterThan100KCnt
Federated Campaigns$0FederatedCampaignsAmt
Membership Dues$0MembershipDuesAmt
Fundraising$206,979FundraisingAmt
Related Organizations$0RelatedOrganizationsAmt
Government Grants$7,724,350GovernmentGrantsAmt
All Other Contributions$16,932,780AllOtherContributionsAmt
Noncash Contributions$1,212,785NoncashContributionsAmt
Total Contributions$24,864,109TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp (5 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmtUnrelated Business RevenueUnrelatedBusinessRevenueAmtExclusionExclusionAmt
Tuition and fees611310$194,329,081$194,329,081$0$0
Residence, food service, telephone611310$43,797,598$43,797,598$0$0
Special education programs611310$928,081$928,081$0$0
ID cards, orientation, parking611310$1,122,119$131,432$0$990,687
Athletics, conferences, retreats611310$2,654,659$876,836$37,508$1,740,315

Total Oth Program Service Rev TotalOthProgramServiceRevGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt
Related Or Exempt Func Income$0RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$0ExclusionAmt
FieldValueIRS element (for citing)
Total Program Service Revenue$242,831,538TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$3,322,911TotalRevenueColumnAmt
Related Or Exempt Func Income$0RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$117,723UnrelatedBusinessRevenueAmt
Exclusion$3,205,188ExclusionAmt

Incm From Invest Bond Proceeds IncmFromInvestBondProceedsGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt
Related Or Exempt Func Income$0RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$0ExclusionAmt

Royalties Revenue RoyaltiesRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$93,300TotalRevenueColumnAmt
Related Or Exempt Func Income$0RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$93,300ExclusionAmt

Gross Rents GrossRentsGrp

FieldValueIRS element (for citing)
Real$605,027RealAmt
Personal$0PersonalAmt

Less Rental Expenses LessRentalExpensesGrp

FieldValueIRS element (for citing)
Real$0RealAmt
Personal$0PersonalAmt

Rental Income Or Loss RentalIncomeOrLossGrp

FieldValueIRS element (for citing)
Real$605,027RealAmt
Personal$0PersonalAmt

Net Rental Income Or Loss NetRentalIncomeOrLossGrp

FieldValueIRS element (for citing)
Total Revenue Column$605,027TotalRevenueColumnAmt
Related Or Exempt Func Income$0RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$605,027ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$81,001,079SecuritiesAmt
Other$0OtherAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$69,368,051SecuritiesAmt
Other$0OtherAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities$11,633,028SecuritiesAmt
Other$0OtherAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column$11,633,028TotalRevenueColumnAmt
Related Or Exempt Func Income$0RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$11,633,028ExclusionAmt
FieldValueIRS element (for citing)
Fundraising Gross Income$214,721FundraisingGrossIncomeAmt
Contri Rpt Fundraising Event$206,979ContriRptFundraisingEventAmt
Fundraising Direct Expenses$248,754FundraisingDirectExpensesAmt

Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp

FieldValueIRS element (for citing)
Total Revenue Column-$34,033TotalRevenueColumnAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion-$34,033ExclusionAmt
FieldValueIRS element (for citing)
Gaming Gross Income$0GamingGrossIncomeAmt
Gaming Direct Expenses$0GamingDirectExpensesAmt

Net Income From Gaming NetIncomeFromGamingGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt
Related Or Exempt Func Income$0RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$0ExclusionAmt
FieldValueIRS element (for citing)
Gross Sales Of Inventory$0GrossSalesOfInventoryAmt
Cost Of Goods Sold$0CostOfGoodsSoldAmt

Net Income Or Loss NetIncomeOrLossGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt
Related Or Exempt Func Income$0RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$0ExclusionAmt

Other Revenue Misc OtherRevenueMiscGrp (2 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmtUnrelated Business RevenueUnrelatedBusinessRevenueAmtExclusionExclusionAmt
Fitness and Aquatic Center611310$1,357,024$1,357,024$0$0
Miscellaneous611310$889,861$889,861$0$0

Miscellaneous Revenue MiscellaneousRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt
Related Or Exempt Func Income$0RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$0ExclusionAmt
FieldValueIRS element (for citing)
Other Revenue Total$2,246,885OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$285,562,765TotalRevenueColumnAmt
Related Or Exempt Func Income$242,309,913RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$155,231UnrelatedBusinessRevenueAmt
Exclusion$18,233,512ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

FieldValueIRS element (for citing)
Total$6,670TotalAmt
Program Services$6,670ProgramServicesAmt

Grants To Domestic Individuals GrantsToDomesticIndividualsGrp

FieldValueIRS element (for citing)
Total$63,168,528TotalAmt
Program Services$63,168,528ProgramServicesAmt

Foreign Grants ForeignGrantsGrp

FieldValueIRS element (for citing)
Total$880,761TotalAmt
Program Services$880,761ProgramServicesAmt

Benefits To Members BenefitsToMembersGrp

FieldValueIRS element (for citing)
Total$0TotalAmt
Program Services$0ProgramServicesAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$3,455,099TotalAmt
Program Services$2,262,993ProgramServicesAmt
Management And General$924,543ManagementAndGeneralAmt
Fundraising$267,563FundraisingAmt

Comp Disqual Persons CompDisqualPersonsGrp

FieldValueIRS element (for citing)
Total$0TotalAmt
Program Services$0ProgramServicesAmt
Management And General$0ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$75,576,941TotalAmt
Program Services$60,001,513ProgramServicesAmt
Management And General$12,956,115ManagementAndGeneralAmt
Fundraising$2,619,313FundraisingAmt

Pension Plan Contributions PensionPlanContributionsGrp

FieldValueIRS element (for citing)
Total$7,165,663TotalAmt
Program Services$4,780,086ProgramServicesAmt
Management And General$2,157,106ManagementAndGeneralAmt
Fundraising$228,471FundraisingAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$8,498,623TotalAmt
Program Services$5,230,276ProgramServicesAmt
Management And General$3,012,094ManagementAndGeneralAmt
Fundraising$256,253FundraisingAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$5,356,657TotalAmt
Program Services$4,257,260ProgramServicesAmt
Management And General$901,433ManagementAndGeneralAmt
Fundraising$197,964FundraisingAmt

Fees For Services Management FeesForServicesManagementGrp

FieldValueIRS element (for citing)
Total$0TotalAmt
Program Services$0ProgramServicesAmt
Management And General$0ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$422,459TotalAmt
Program Services$0ProgramServicesAmt
Management And General$422,459ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$140,875TotalAmt
Program Services$0ProgramServicesAmt
Management And General$140,875ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Fees For Services Lobbying FeesForServicesLobbyingGrp

FieldValueIRS element (for citing)
Total$0TotalAmt
Program Services$0ProgramServicesAmt
Fundraising$0FundraisingAmt

Fees For Services Prof Fundraising FeesForServicesProfFundraising

FieldValueIRS element (for citing)
Total$25,391TotalAmt
Fundraising$25,391FundraisingAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

FieldValueIRS element (for citing)
Total$834,544TotalAmt
Program Services$0ProgramServicesAmt
Management And General$834,544ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$18,370,120TotalAmt
Program Services$15,255,265ProgramServicesAmt
Management And General$3,097,707ManagementAndGeneralAmt
Fundraising$17,148FundraisingAmt

Advertising AdvertisingGrp

FieldValueIRS element (for citing)
Total$3,575,187TotalAmt
Program Services$2,104,774ProgramServicesAmt
Management And General$1,131,149ManagementAndGeneralAmt
Fundraising$339,264FundraisingAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$5,489,519TotalAmt
Program Services$2,392,627ProgramServicesAmt
Management And General$2,950,226ManagementAndGeneralAmt
Fundraising$146,666FundraisingAmt

Information Technology InformationTechnologyGrp

FieldValueIRS element (for citing)
Total$9,748,110TotalAmt
Program Services$1,408,983ProgramServicesAmt
Management And General$8,308,230ManagementAndGeneralAmt
Fundraising$30,897FundraisingAmt

Royalties RoyaltiesGrp

FieldValueIRS element (for citing)
Total$11,351TotalAmt
Program Services$11,351ProgramServicesAmt
Management And General$0ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$8,289,825TotalAmt
Program Services$3,024,207ProgramServicesAmt
Management And General$5,265,618ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$4,903,177TotalAmt
Program Services$4,131,009ProgramServicesAmt
Management And General$625,347ManagementAndGeneralAmt
Fundraising$146,821FundraisingAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$1,053,921TotalAmt
Program Services$867,119ProgramServicesAmt
Management And General$139,577ManagementAndGeneralAmt
Fundraising$47,225FundraisingAmt

Interest InterestGrp

FieldValueIRS element (for citing)
Total$6,776,657TotalAmt
Program Services$6,764,054ProgramServicesAmt
Management And General$12,603ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Payments To Affiliates PaymentsToAffiliatesGrp

FieldValueIRS element (for citing)
Total$0TotalAmt
Program Services$0ProgramServicesAmt
Management And General$0ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$9,375,425TotalAmt
Program Services$8,697,826ProgramServicesAmt
Management And General$576,211ManagementAndGeneralAmt
Fundraising$101,388FundraisingAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$1,509,535TotalAmt
Program Services$87,274ProgramServicesAmt
Management And General$1,422,261ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDescTotalTotalAmtProgram ServicesProgramServicesAmtManagement And GeneralManagementAndGeneralAmtFundraisingFundraisingAmt
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

FieldValueIRS element (for citing)
Total$13,833,112TotalAmt
Program Services$7,606,631ProgramServicesAmt
Management And General$4,430,485ManagementAndGeneralAmt
Fundraising$1,795,996FundraisingAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$257,813,770TotalAmt
Program Services$201,062,528ProgramServicesAmt
Management And General$50,530,882ManagementAndGeneralAmt
Fundraising$6,220,360FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$28,850BOYAmt
EOY$28,850EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$44,940,052BOYAmt
EOY$50,045,418EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

FieldValueIRS element (for citing)
BOY$4,769,227BOYAmt
EOY$11,264,539EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$1,873,481BOYAmt
EOY$1,891,479EOYAmt

Receivables From Officers Etc ReceivablesFromOfficersEtcGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp

FieldValueIRS element (for citing)
BOY$2,239,585BOYAmt
EOY$2,070,060EOYAmt

Inventories For Sale Or Use InventoriesForSaleOrUseGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$3,803,674BOYAmt
EOY$3,640,575EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$451,503,598LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$147,160,430LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$312,676,236BOYAmt
EOY$304,343,168EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$105,896,802BOYAmt
EOY$103,638,149EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

FieldValueIRS element (for citing)
BOY$69,428,457BOYAmt
EOY$106,744,919EOYAmt

Investments Program Related InvestmentsProgramRelatedGrp

FieldValueIRS element (for citing)
BOY$3,954,130BOYAmt
EOY$4,106,965EOYAmt

Intangible Assets IntangibleAssetsGrp

FieldValueIRS element (for citing)
EOY$0EOYAmt

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
BOY$11,176,116BOYAmt
EOY$11,286,571EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$560,786,610BOYAmt
EOY$599,060,693EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$14,363,550BOYAmt
EOY$18,138,540EOYAmt

Grants Payable GrantsPayableGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Deferred Revenue DeferredRevenueGrp

FieldValueIRS element (for citing)
BOY$7,089,539BOYAmt
EOY$6,160,084EOYAmt

Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$150,238,577BOYAmt
EOY$146,898,359EOYAmt

Escrow Account Liability EscrowAccountLiabilityGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Loans From Officers Directors LoansFromOfficersDirectorsGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$10,874,260BOYAmt
EOY$9,035,767EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$182,565,926BOYAmt
EOY$180,232,750EOYAmt
FieldValueIRS element (for citing)
Organization Follows SFAS117Yes (X)OrganizationFollowsSFAS117Ind

Unrestricted Net Assets UnrestrictedNetAssetsGrp

FieldValueIRS element (for citing)
BOY$280,308,977BOYAmt
EOY$301,351,615EOYAmt

Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp

FieldValueIRS element (for citing)
BOY$31,528,124BOYAmt
EOY$42,302,564EOYAmt

Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp

FieldValueIRS element (for citing)
BOY$66,383,583BOYAmt
EOY$75,173,764EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$378,220,684BOYAmt
EOY$418,827,943EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$560,786,610BOYAmt
EOY$599,060,693EOYAmt
FieldValueIRS element (for citing)
Info In Schedule O Part XIYes (X)InfoInScheduleOPartXIInd
Reconcilation Revenue Expnss$27,748,995ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst$11,850,233NetUnrlzdGainsLossesInvstAmt
Donated Services And Use Fclts$0DonatedServicesAndUseFcltsAmt
Investment Expense$0InvestmentExpenseAmt
Prior Period Adjustments$0PriorPeriodAdjustmentsAmt
Other Changes In Net Assets$1,008,031OtherChangesInNetAssetsAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or Review0AccountantCompileOrReviewInd
FS AuditedYes (1)FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

FieldValueIRS element (for citing)
Separate Basis Fincl StmtYes (X)SeparateBasisFinclStmtInd
FieldValueIRS element (for citing)
Audit CommitteeYes (1)AuditCommitteeInd
Federal Grant Audit RequiredYes (1)FederalGrantAuditRequiredInd
Federal Grant Audit PerformedYes (1)FederalGrantAuditPerformedInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
SchoolYes (X)SchoolInd

Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$13,234,240CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$16,942,915CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$18,613,943CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$16,813,387CurrentTaxYearMinus1YearAmt
Current Tax Year$24,864,109CurrentTaxYearAmt
Total$90,468,594TotalAmt

Tax Rev Levied Orgnztnl Bnft170 TaxRevLeviedOrgnztnlBnft170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$0CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$0CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$0CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$0CurrentTaxYearMinus1YearAmt
Current Tax Year$0CurrentTaxYearAmt
Total$0TotalAmt

Govt Furn Srvc Fclts Vl170 GovtFurnSrvcFcltsVl170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus3 Years$0CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$0CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$0CurrentTaxYearMinus1YearAmt
Current Tax Year$0CurrentTaxYearAmt
Total$0TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$13,234,240CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$16,942,915CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$18,613,943CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$16,813,387CurrentTaxYearMinus1YearAmt
Current Tax Year$24,864,109CurrentTaxYearAmt
Total$90,468,594TotalAmt
FieldValueIRS element (for citing)
Substantial Contributors Tot$9,761,100SubstantialContributorsTotAmt
Public Support Total170$80,707,494PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$1,973,724CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$2,297,355CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$5,024,682CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$3,579,050CurrentTaxYearMinus1YearAmt
Current Tax Year$4,021,238CurrentTaxYearAmt
Total$16,896,049TotalAmt

Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$0CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$0CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$0CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$0CurrentTaxYearMinus1YearAmt
Current Tax Year$25,368CurrentTaxYearAmt
Total$25,368TotalAmt

Other Income170 OtherIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$0CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$0CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$0CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$0CurrentTaxYearMinus1YearAmt
Current Tax Year$0CurrentTaxYearAmt
Total$0TotalAmt
FieldValueIRS element (for citing)
Total Support$107,390,011TotalSupportAmt
Gross Receipts Rltd Activities$1,090,020,463GrossReceiptsRltdActivitiesAmt
Public Support CY1700.75154PublicSupportCY170Pct
Public Support PY1700PublicSupportPY170Pct
Thirty Thr Pct Suprt Tests CY170Yes (X)ThirtyThrPctSuprtTestsCY170Ind

Form990 Schedule A Part IV Form990ScheduleAPartIVGrp

FieldValueIRS element (for citing)
Form And Line ReferenceSchedule A, Part II, Line 15FormAndLineReferenceDesc
ExplanationThe public support percentage was not computed in the 2012 Form 990 Schedule A.ExplanationTxt

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
ContributorRESTRICTEDContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1RESTRICTEDAddressLine1
Address Line2RESTRICTEDAddressLine2
CityRESTRICTEDCity
StateRESTRICTEDState
ZIP CodeRESTRICTEDZIPCode
FieldValueIRS element (for citing)
Total ContributionsRESTRICTEDTotalContributionsAmt

Schedule D IRS990ScheduleD

Art Public Exhibition Amounts ArtPublicExhibitionAmountsGrp

FieldValueIRS element (for citing)
Revenues Included$0RevenuesIncludedAmt
Assets Included$71,048AssetsIncludedAmt

Held Works Art HeldWorksArtGrp

FieldValueIRS element (for citing)
Revenues Included$0RevenuesIncludedAmt
Assets Included$0AssetsIncludedAmt
FieldValueIRS element (for citing)
Collection Used Pub ExhibitionYes (X)CollectionUsedPubExhibitionInd
Solicited Assets Sale0SolicitedAssetsSaleInd

CY Endwmt Fund CYEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$177,155,486BeginningYearBalanceAmt
Contributions$3,218,418ContributionsAmt
Investment Earnings Or Losses$26,519,145InvestmentEarningsOrLossesAmt
Grants Or Scholarships$1,836,124GrantsOrScholarshipsAmt
Other Expenditures$6,293,550OtherExpendituresAmt
Administrative Expenses$834,544AdministrativeExpensesAmt
End Year Balance$197,928,831EndYearBalanceAmt

CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$156,121,844BeginningYearBalanceAmt
Contributions$2,318,394ContributionsAmt
Investment Earnings Or Losses$26,544,005InvestmentEarningsOrLossesAmt
Grants Or Scholarships$1,509,560GrantsOrScholarshipsAmt
Other Expenditures$5,767,753OtherExpendituresAmt
Administrative Expenses$551,444AdministrativeExpensesAmt
End Year Balance$177,155,486EndYearBalanceAmt

CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$165,928,310BeginningYearBalanceAmt
Contributions$5,148,310ContributionsAmt
Investment Earnings Or Losses-$7,602,319InvestmentEarningsOrLossesAmt
Grants Or Scholarships$1,434,248GrantsOrScholarshipsAmt
Other Expenditures$5,468,745OtherExpendituresAmt
Administrative Expenses$449,464AdministrativeExpensesAmt
End Year Balance$156,121,844EndYearBalanceAmt

CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$138,726,310BeginningYearBalanceAmt
Contributions$12,063,142ContributionsAmt
Investment Earnings Or Losses$21,909,205InvestmentEarningsOrLossesAmt
Grants Or Scholarships$1,085,347GrantsOrScholarshipsAmt
Other Expenditures$5,306,730OtherExpendituresAmt
Administrative Expenses$378,270AdministrativeExpensesAmt
End Year Balance$165,928,310EndYearBalanceAmt

CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$122,605,187BeginningYearBalanceAmt
Contributions$1,677,232ContributionsAmt
Investment Earnings Or Losses$22,709,220InvestmentEarningsOrLossesAmt
Grants Or Scholarships$1,726,126GrantsOrScholarshipsAmt
Other Expenditures$6,070,359OtherExpendituresAmt
Administrative Expenses$468,844AdministrativeExpensesAmt
End Year Balance$138,726,310EndYearBalanceAmt
FieldValueIRS element (for citing)
Board Designated Balance EOY0.575BoardDesignatedBalanceEOYPct
Prmnnt Endowment Balance EOY0.425PrmnntEndowmentBalanceEOYPct
Term Endowment Balance EOY0TermEndowmentBalanceEOYPct
Endowments Held Unrelated Org0EndowmentsHeldUnrelatedOrgInd
Endowments Held Related Org0EndowmentsHeldRelatedOrgInd

Land LandGrp

FieldValueIRS element (for citing)
Investment Cost Or Other Basis$0InvestmentCostOrOtherBasisAmt
Other Cost Or Other Basis$15,630,772OtherCostOrOtherBasisAmt
Book Value$15,630,772BookValueAmt

Buildings BuildingsGrp

FieldValueIRS element (for citing)
Investment Cost Or Other Basis$0InvestmentCostOrOtherBasisAmt
Other Cost Or Other Basis$389,575,278OtherCostOrOtherBasisAmt
Depreciation$117,659,624DepreciationAmt
Book Value$271,915,654BookValueAmt

Leasehold Improvements LeaseholdImprovementsGrp

FieldValueIRS element (for citing)
Investment Cost Or Other Basis$0InvestmentCostOrOtherBasisAmt
Other Cost Or Other Basis$0OtherCostOrOtherBasisAmt
Depreciation$0DepreciationAmt
Book Value$0BookValueAmt

Equipment EquipmentGrp

FieldValueIRS element (for citing)
Investment Cost Or Other Basis$0InvestmentCostOrOtherBasisAmt
Other Cost Or Other Basis$32,960,473OtherCostOrOtherBasisAmt
Depreciation$29,221,873DepreciationAmt
Book Value$3,738,600BookValueAmt

Other Land Buildings OtherLandBuildingsGrp

FieldValueIRS element (for citing)
Investment Cost Or Other Basis$0InvestmentCostOrOtherBasisAmt
Other Cost Or Other Basis$13,337,075OtherCostOrOtherBasisAmt
Depreciation$278,933DepreciationAmt
Book Value$13,058,142BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$304,343,168TotalBookValueLandBuildingsAmt

Financial Derivatives FinancialDerivativesGrp

FieldValueIRS element (for citing)
Book Value$0BookValueAmt
Method ValuationFMethodValuationCd

Closely Held Equity Interests CloselyHeldEquityInterestsGrp

FieldValueIRS element (for citing)
Book Value$0BookValueAmt
Method ValuationFMethodValuationCd

Other Securities OtherSecuritiesGrp (12 entries)

DescDescBook ValueBookValueAmtMethod ValuationMethodValuationCd
Fixed Income: Short-term certificate of deposit account registry service$10,008,771F
Fixed Income: Floating rate high income$7,251,459F
Equity Fund: International developed$5,100,169F
Hedge fund: Multi-strategy fund$17,261,335F
Hedge Fund: Nonagency residential mortgage-backed securities$9,952,828F
Hedge Fund: Long/short fund$18,251,246F
Private Equity: Multi-strategy fund of funds$10,602,155F
Private Equity: Direct private debt & equity$12,279,232F
Private Equity: Real estate investments$5,296,517F
Private Equity: Venture capital fund of funds$3,054,328F
Other: Public global real estate securities$5,934,082F
Other$1,752,797F
FieldValueIRS element (for citing)
Total Book Value Securities$106,744,919TotalBookValueSecuritiesAmt
Federal Income Tax Liability$0FederalIncomeTaxLiabilityAmt

Other Liabilities Org OtherLiabilitiesOrgGrp (5 entries)

DescDescAmtAmt
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
FieldValueIRS element (for citing)
Total Liability$9,035,767TotalLiabilityAmt
Footnote TextYes (X)FootnoteTextInd
Total Rev Etc Audited Fincl Stmt$233,785,950TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst$11,850,233NetUnrealizedGainsInvstAmt
Donated Services And Use Fclts$0DonatedServicesAndUseFcltsAmt
Recoveries Prior Year Grants$0RecoveriesPriorYearGrantsAmt
Other Revenue$0OtherRevenueAmt
Revenue Not Reported$11,850,233RevenueNotReportedAmt
Revenue Subtotal$221,935,717RevenueSubtotalAmt
Investment Expenses Not Incld$834,544InvestmentExpensesNotIncldAmt
Other Revenues Not Included$62,792,504OtherRevenuesNotIncludedAmt
Revenue Not Reported Fincl Stmt$63,627,048RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990$285,562,765TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$191,956,392TotExpnsEtcAuditedFinclStmtAmt
Donated Services Use Fclts$0DonatedServicesUseFcltsAmt
Prior Year Adjustments$0PriorYearAdjustmentsAmt
Losses Reported$0LossesReportedAmt
Other Expenses Included$248,754OtherExpensesIncludedAmt
Expenses Not Reported$248,754ExpensesNotReportedAmt
Expenses Subtotal$191,707,638ExpensesSubtotalAmt
Investment Expenses Not Incld2$834,544InvestmentExpensesNotIncld2Amt
Other Expenses Not Included$65,271,588OtherExpensesNotIncludedAmt
Expenses Not Rpt Fincl Stmt$66,106,132ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990$257,813,770TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail (6 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Schedule D, Part III, Line 4The University owns several pieces of artwork which are on display for the students.
Schedule D, Part V, Line 4The 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 2Accounting 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 4bStudent 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 2dOther expenses include direct fundraising expenses: $248,754.
Schedule D, Part XII, Line 4bFinancial aid expense: $64,049,289; other non-operating activities: $1,222,299

Schedule E IRS990ScheduleE

FieldValueIRS element (for citing)
Nondiscriminatory Policy StmtYes (1)NondiscriminatoryPolicyStmtInd
Policy Stmt In Brochures EtcYes (1)PolicyStmtInBrochuresEtcInd
Plcy Pblczd Via Broadcast MediaYes (1)PlcyPblczdViaBroadcastMediaInd
Maintain Racial Comp RecsYes (1)MaintainRacialCompRecsInd
Maintain Scholarships RecsYes (1)MaintainScholarshipsRecsInd
Maintain Cpy Of Brochures EtcYes (1)MaintainCpyOfBrochuresEtcInd
Maintain Cpy Of All SolYes (1)MaintainCpyOfAllSolInd
Discriminate Race Stdnts Rghts0DiscriminateRaceStdntsRghtsInd
Discriminate Race Admiss Plcy0DiscriminateRaceAdmissPlcyInd
Discriminate Race Emplm Fculty0DiscriminateRaceEmplmFcultyInd
Discriminate Race Schs0DiscriminateRaceSchsInd
Discriminate Race Educ Plcy0DiscriminateRaceEducPlcyInd
Discriminate Race Use Of Fclts0DiscriminateRaceUseOfFcltsInd
Discriminate Race Athlt Prog0DiscriminateRaceAthltProgInd
Discriminate Race Other Acty0DiscriminateRaceOtherActyInd
Government Financial Aid RcvdYes (1)GovernmentFinancialAidRcvdInd
Government Financial Aid Rvkd0GovernmentFinancialAidRvkdInd
Compliance With Rev Proc7550Yes (1)ComplianceWithRevProc7550Ind

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Schedule E, Part I, Line 3Loyola 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 6The 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

FieldValueIRS element (for citing)
Grant Records MaintainedYes (1)GrantRecordsMaintainedInd

Account Activities Outside US AccountActivitiesOutsideUSGrp (12 entries)

RegionRegionTxtOfficesOfficesCntEmployeeEmployeeCntType Of Activities ConductedTypeOfActivitiesConductedTxtSpecific Services ProvidedSpecificServicesProvidedTxtRegion Total ExpendituresRegionTotalExpendituresAmt
Central America and the Caribbean00Program ServicesFinancial aid$73,860
East Asia and the Pacific00Program ServicesFinancial aid$83,968
Europe (including Iceland and Greenland)00Program ServicesFinancial aid$422,385
North America (including Canada and Mexico, but not the United States)00Program ServicesFinancial aid$270,008
South America00Program ServicesFinancial aid$7,994
South Asia00Program ServicesFinancial aid$11,690
Sub-Saharan Africa00Program ServicesFinancial aid$10,856
Central America and the Caribbean00Investments$39,215,150
Central America and the Caribbean00Program ServicesInternational studies$19,586
East Asia and the Pacific02Program ServicesInternational studies$2,302,691
Europe (including Iceland and Greenland)25Program ServicesInternational studies$5,003,316
Sub-Saharan Africa00Program ServicesInternational studies$22,103
FieldValueIRS element (for citing)
Total Office2TotalOfficeCnt
Total Employee7TotalEmployeeCnt
Total Spent$47,443,607TotalSpentAmt

Foreign Individuals Grants ForeignIndividualsGrantsGrp (7 entries)

Type Of AssistanceTypeOfAssistanceTxtRegionRegionTxtRecipientRecipientCntNon Cash AssistanceNonCashAssistanceAmtDescription Of Non Cash AsstDescriptionOfNonCashAsstTxtValuation Method UsedValuationMethodUsedDesc
Financial aidCentral America and the Caribbean4$73,860Financial aidFair market value
Financial aidEast Asia and the Pacific4$83,968Financial aidFair market value
Financial aidEurope (including Iceland and Greenland)9$422,385Financial aidFair market value
Financial aidNorth America (including Canada and Mexico, but not the United States)6$270,008Financial aidFair market value
Financial aidSouth America1$7,994Financial aidFair market value
Financial aidSouth Asia2$11,690Financial aidFair market value
Financial aidSub-Saharan Africa1$10,856Financial aidFair market value
FieldValueIRS element (for citing)
Transfer To Foreign CorpYes (1)TransferToForeignCorpInd
Interest In Foreign Trust0InterestInForeignTrustInd
Foreign Corp OwnershipYes (1)ForeignCorpOwnershipInd
Passive Foreign Investmest CoYes (1)PassiveForeignInvestmestCoInd
Foreign PartnershipYes (1)ForeignPartnershipInd
Boycott Countries0BoycottCountriesInd

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferenceSchedule F, Part I, Line 2FormAndLineReferenceDesc
ExplanationAll 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

FieldValueIRS element (for citing)
Mail SolicitationsYes (X)MailSolicitationsInd
Email SolicitationsYes (X)EmailSolicitationsInd
Phone SolicitationsYes (X)PhoneSolicitationsInd
In Person SolicitationsYes (X)InPersonSolicitationsInd
Solicitation Of Non Govt GrantsYes (X)SolicitationOfNonGovtGrantsInd
Solicitation Of Govt GrantsYes (X)SolicitationOfGovtGrantsInd
Special Fundraising EventsYes (X)SpecialFundraisingEventsInd
Agrmt Prof Fundraising ActyYes (1)AgrmtProfFundraisingActyInd

Fundraiser Activity Info FundraiserActivityInfoGrp

Organization Business Name OrganizationBusinessName

FieldValueIRS element (for citing)
Business Name Line1Marts & LundyBusinessNameLine1

US Address USAddress

FieldValueIRS element (for citing)
Address Line11200 Wall Street WestAddressLine1
CityLyndhurstCity
StateNJState
ZIP Code07071ZIPCode
FieldValueIRS element (for citing)
ActivityFundraising advisorsActivityTxt
Fundraiser Control Of Funds0FundraiserControlOfFundsInd
Gross Receipts$0GrossReceiptsAmt
Retained By Contractor$25,391RetainedByContractorAmt
Net To Organization-$25,391NetToOrganizationAmt
FieldValueIRS element (for citing)
Total Gross Receipts$0TotalGrossReceiptsAmt
Total Retained By Contractors$25,391TotalRetainedByContractorsAmt
Total Net To Organization-$25,391TotalNetToOrganizationAmt
Licensed StatesAKLicensedStatesCd
Licensed StatesALLicensedStatesCd
Licensed StatesARLicensedStatesCd
Licensed StatesCALicensedStatesCd
Licensed StatesCOLicensedStatesCd
Licensed StatesCTLicensedStatesCd
Licensed StatesDCLicensedStatesCd
Licensed StatesFLLicensedStatesCd
Licensed StatesGALicensedStatesCd
Licensed StatesHILicensedStatesCd
Licensed StatesILLicensedStatesCd
Licensed StatesKSLicensedStatesCd
Licensed StatesKYLicensedStatesCd
Licensed StatesLALicensedStatesCd
Licensed StatesMALicensedStatesCd
Licensed StatesMDLicensedStatesCd
Licensed StatesMELicensedStatesCd
Licensed StatesMILicensedStatesCd
Licensed StatesMNLicensedStatesCd
Licensed StatesMSLicensedStatesCd
Licensed StatesNCLicensedStatesCd
Licensed StatesNDLicensedStatesCd
Licensed StatesNHLicensedStatesCd
Licensed StatesNJLicensedStatesCd
Licensed StatesNMLicensedStatesCd
Licensed StatesNVLicensedStatesCd
Licensed StatesNYLicensedStatesCd
Licensed StatesOHLicensedStatesCd
Licensed StatesOKLicensedStatesCd
Licensed StatesORLicensedStatesCd
Licensed StatesPALicensedStatesCd
Licensed StatesRILicensedStatesCd
Licensed StatesSCLicensedStatesCd
Licensed StatesTNLicensedStatesCd
Licensed StatesUTLicensedStatesCd
Licensed StatesVALicensedStatesCd
Licensed StatesWALicensedStatesCd
Licensed StatesWILicensedStatesCd

Fundraising Event Information FundraisingEventInformationGrp

FieldValueIRS element (for citing)
Name Of Event1Golf OutingNameOfEvent1Amt
Gross Receipts Event1$176,500GrossReceiptsEvent1Amt
Charitable Contri Event1$97,350CharitableContriEvent1Amt
Gross Revenue Event1$79,150GrossRevenueEvent1Amt
Cash Prizes Event1$0CashPrizesEvent1Amt
Non Cash Prizes Event1$11,333NonCashPrizesEvent1Amt
Rent Facility Costs Event1$59,980RentFacilityCostsEvent1Amt
Food And Beverage Event1$0FoodAndBeverageEvent1Amt
Entertainment Event1$0EntertainmentEvent1Amt
Other Direct Expenses Event1$2,027OtherDirectExpensesEvent1Amt
Name Of Event2Awards DinnerNameOfEvent2Amt
Gross Receipts Event2$245,200GrossReceiptsEvent2Amt
Charitable Contri Event2$109,629CharitableContriEvent2Amt
Gross Revenue Event2$135,571GrossRevenueEvent2Amt
Cash Prizes Event2$0CashPrizesEvent2Amt
Non Cash Prizes Event2$0NonCashPrizesEvent2Amt
Rent Facility Costs Event2$3,500RentFacilityCostsEvent2Amt
Food And Beverage Event2$106,638FoodAndBeverageEvent2Amt
Entertainment Event2$0EntertainmentEvent2Amt
Other Direct Expenses Event2$65,276OtherDirectExpensesEvent2Amt
Other Events Total0OtherEventsTotalCnt
Gross Receipts Total$421,700GrossReceiptsTotalAmt
Charitable Contributions Tot$206,979CharitableContributionsTotAmt
Gross Revenue Total Events$214,721GrossRevenueTotalEventsAmt
Cash Prizes Total Events$0CashPrizesTotalEventsAmt
Non Cash Prizes Total Events$11,333NonCashPrizesTotalEventsAmt
Rent Fclty Costs Total Events$63,480RentFcltyCostsTotalEventsAmt
Food And Beverage Total Events$106,638FoodAndBeverageTotalEventsAmt
Entertainment Total Events$0EntertainmentTotalEventsAmt
Oth Direct Expnss Total Events$67,303OthDirectExpnssTotalEventsAmt
Direct Expense Summary Events$248,754DirectExpenseSummaryEventsAmt
Net Income Summary-$34,033NetIncomeSummaryAmt

Schedule I IRS990ScheduleI

FieldValueIRS element (for citing)
Grant Records MaintainedYes (1)GrantRecordsMaintainedInd

Recipient Table RecipientTable

Recipient Business Name RecipientBusinessName

FieldValueIRS element (for citing)
Business Name Line1St Vincent de Paul of BaltimoreBusinessNameLine1
Business Name Line2Beans and BreadBusinessNameLine2

US Address USAddress

FieldValueIRS element (for citing)
Address Line12305 North Charles StAddressLine1
Address Line2Suite 300AddressLine2
CityBaltimoreCity
StateMDState
ZIP Code21218ZIPCode
FieldValueIRS element (for citing)
Recipient EIN521918741RecipientEIN
IRC Section501(c)(3)IRCSectionDesc
Cash Grant$0CashGrantAmt
Non Cash Assistance$6,670NonCashAssistanceAmt
Valuation Method UsedFair market valueValuationMethodUsedDesc
Non Cash AssistanceFoodNonCashAssistanceDesc
Purpose Of GrantThe 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
FieldValueIRS element (for citing)
Total501c3 Org1Total501c3OrgCnt
Total Other Org0TotalOtherOrgCnt

Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp (6 entries)

Grant TypeGrantTypeTxtRecipientRecipientCntCash GrantCashGrantAmtNon Cash AssistanceNonCashAssistanceAmtValuation Method UsedValuationMethodUsedDescNon Cash AssistanceNonCashAssistanceDesc
Athletic aid189$0$5,438,622Fair market valueFinancial aid
Resident assistantships114$0$1,333,424Fair market valueFinancial aid
Graduate assistantships141$0$312,961Fair market valueFinancial aid
Endowed scholarships172$0$890,375Fair market valueFinancial aid
Tuition exchange101$0$1,951,771Fair market valueFinancial aid
Institutional aid2871$0$56,075,925Fair market valueFinancial aid

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferenceSchedule I, Part I, Line 2FormAndLineReferenceDesc
ExplanationGrants 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

FieldValueIRS element (for citing)
Housing Allowance Or ResidenceYes (X)HousingAllowanceOrResidenceInd
Club Dues Or FeesYes (X)ClubDuesOrFeesInd
Written Policy Ref T And E ExpnssYes (1)WrittenPolicyRefTAndEExpnssInd
Substantiation RequiredYes (1)SubstantiationRequiredInd
Severance Payment0SeverancePaymentInd
Supplemental Nonqual Rtr Plan0SupplementalNonqualRtrPlanInd
Equity Based Comp Arrngm0EquityBasedCompArrngmInd
Comp Based On Revenue Of Flng Org0CompBasedOnRevenueOfFlngOrgInd
Comp Bsd On Rev Related Orgs0CompBsdOnRevRelatedOrgsInd
Comp Bsd Net Earns Flng Org0CompBsdNetEarnsFlngOrgInd
Comp Bsd Net Earns Rltd Orgs0CompBsdNetEarnsRltdOrgsInd
Any Non Fixed Payments0AnyNonFixedPaymentsInd
Initial Contract Exception0InitialContractExceptionInd

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (16 entries)

TitleTitleTxtBase Compensation Filing OrgBaseCompensationFilingOrgAmtCompensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmtBonus Filing OrganizationBonusFilingOrganizationAmountBonus Related OrganizationsBonusRelatedOrganizationsAmtOther Compensation Filing OrgOtherCompensationFilingOrgAmtOther Compensation Rltd OrgsOtherCompensationRltdOrgsAmtDeferred Compensation Flng OrgDeferredCompensationFlngOrgAmtDeferred Comp Rltd OrgsDeferredCompRltdOrgsAmtNontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmtNontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmtTotal Compensation Filing OrgTotalCompensationFilingOrgAmtTotal Compensation Rltd OrgsTotalCompensationRltdOrgsAmtComp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmtComp 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 ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Schedule J, Part I, Line 1aHealth 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 3Fr. 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 ReferenceBondReferenceCdBusiness Name Line2IssuerName/BusinessNameLine2Bond Issuer EINBondIssuerEINCUSIPCUSIPNumBond IssuedBondIssuedDtIssue PriceIssuePriceAmtPurposePurposeDescDefeasedDefeasedIndOn Behalf Of IssuerOnBehalfOfIssuerIndPool FinancingPoolFinancingInd
Maryland Health and Higher
AEducational Facilities Authority520936091574217VW22006-01-04$63,650,7282006 - Various Capital Projects000
Maryland Health and Higher
BEducational Facilities Authority530936091574218JJ32012-06-07$53,943,2562012A - Refunding - issued date 09/17/2008, 12/04/2007, 06/23/1999000
Maryland Health and Higher
CEducational Facilities Authority5209360912012-06-26$20,145,0002012B - Refunding - issued date 09/17/2008000
Maryland Health and Higher
DEducational Facilities Authority5209360912012-06-26$12,450,0002012B - Refunding - issued date 09/17/2008000

Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp (4 entries)

Bond ReferenceBondReferenceCdRetiredRetiredAmtBond DefeasedBondDefeasedAmtTotal ProceedsTotalProceedsAmtIn Reserve FundInReserveFundAmtCapitalized InterestCapitalizedInterestAmtRefunding EscrowRefundingEscrowAmtIssuance Costs From ProceedsIssuanceCostsFromProceedsAmtCredit EnhancementCreditEnhancementAmtWorking Capital ExpendituresWorkingCapitalExpendituresAmtCapital ExpendituresCapitalExpendituresAmtOther Spent ProceedsOtherSpentProceedsAmtUnspentUnspentAmtSubstantial CompletionSubstantialCompletionYrCurrent RefundingCurrentRefundingIndAdvance RefundingAdvanceRefundingIndFinal Allocation MadeFinalAllocationMadeIndAdequate Books And Rec MaintAdequateBooksAndRecMaintInd
A$0$0$67,894,572$0$5,286,744$0$521,557$0$0$62,086,271$0$0201000Yes (1)Yes (1)
B$1,650,000$0$53,943,256$0$0$0$498,916$0$0$0$53,444,340$02009Yes (1)0Yes (1)Yes (1)
C$713,836$0$20,145,000$0$0$0$81,630$0$0$0$20,063,370$01999Yes (1)0Yes (1)Yes (1)
D$441,164$0$12,450,000$0$0$0$0$0$0$0$12,450,000$01999Yes (1)0Yes (1)Yes (1)

Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp (4 entries)

Bond ReferenceBondReferenceCdOwning Bond Financed PropertyOwningBondFinancedPropertyIndAny Lease ArrangementsAnyLeaseArrangementsIndMgmt Contract Bond Fincd PropMgmtContractBondFincdPropIndEngage Bond Counsel ContractsEngageBondCounselContractsIndAny Research AgreementsAnyResearchAgreementsIndPrivate Bus Use By OthersPrivateBusUseByOthersPctPrivate Bus Concerning UBIPrivateBusConcerningUBIPctTotal Private Business UseTotalPrivateBusinessUsePctBond Iss Meet Prvt Sec Pymt TestBondIssMeetPrvtSecPymtTestIndChange In Use Bond Financed PropChangeInUseBondFinancedPropIndProcs Nonqualified Bond RemdtdProcsNonqualifiedBondRemdtdInd
A00Yes (1)Yes (1)000000Yes (1)
B00Yes (1)Yes (1)000000Yes (1)
FieldValueIRS element (for citing)
Tax Exempt Bonds Private Bus UseTaxExemptBondsPrivateBusUseGrp
Tax Exempt Bonds Private Bus UseTaxExemptBondsPrivateBusUseGrp

Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp (4 entries)

Bond ReferenceBondReferenceCdForm8038 T FiledForm8038TFiledIndRebate Not Due YetRebateNotDueYetIndException To RebateExceptionToRebateIndNo Rebate DueNoRebateDueIndVariable Rate IssueVariableRateIssueIndHedge Identified In Bks And RecHedgeIdentifiedInBksAndRecIndGross Proceeds Invested In GICGrossProceedsInvestedInGICIndGross Proceeds InvestedGrossProceedsInvestedIndWritten Proc To Monitor ReqsWrittenProcToMonitorReqsIndTerm Of HedgeTermOfHedgePctSuperintegrated HedgeSuperintegratedHedgeIndHedge TerminatedHedgeTerminatedInd
(no name)
A000Yes (1)0000Yes (1)
(no name)
B0Yes (1)000000Yes (1)
Wells Fargo Bank
C0Yes (1)00Yes (1)Yes (1)00Yes (1)14.500
Wells Fargo Bank
D0Yes (1)00Yes (1)Yes (1)00Yes (1)14.500

Procedures Corrective Action ProceduresCorrectiveActionGrp (4 entries)

Bond ReferenceBondReferenceCdProcedures Corrective ActionProceduresCorrectiveActionInd
AYes (1)
BYes (1)
CYes (1)
DYes (1)

Supplemental Information Detail SupplementalInformationDetail (11 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Schedule K, Part I-06/26/2012 20,145,000 Maryland Health and HigherPursuant 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 HigherPursuant 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 HigherPrincipal payment proportionately allocated to the bonds refunded.
Schedule K, Part II, Line 1-06/26/2012 12,450,000 Maryland Health and HigherPrincipal payment proportionately allocated to the bonds refunded.
Schedule K, Part II, Line 3-01/04/2006 63,650,728 Maryland Health and HigherThe 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 HigherThe 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 HigherThe 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 HigherThe 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 HigherThe 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 HigherThe 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 HigherA rebate calculation was completed on 10/01/2010.

Schedule K IRS990ScheduleK

Schedule L IRS990ScheduleL

Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp

Name Of Interested NameOfInterested

FieldValueIRS element (for citing)
PersonLouis CestelloPersonNm
FieldValueIRS element (for citing)
Relationship DescriptionTrusteeRelationshipDescriptionTxt
Transaction$426,162TransactionAmt
TransactionSee Part VTransactionDesc
Sharing Of Revenues0SharingOfRevenuesInd

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferenceSchedule L, Part IVFormAndLineReferenceDesc
ExplanationThe 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

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
Noncash Contributions Rpt F990$4,555NoncashContributionsRptF990Amt
Method Of Determining RevenuesFair market valueMethodOfDeterminingRevenuesTxt

Securities Publicly Traded SecuritiesPubliclyTradedGrp

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
Contribution49ContributionCnt
Noncash Contributions Rpt F990$1,172,237NoncashContributionsRptF990Amt
Method Of Determining RevenuesFair market valueMethodOfDeterminingRevenuesTxt

Other Non Cash Contri Table OtherNonCashContriTableGrp (2 entries)

Non Cash CheckboxNonCashCheckboxIndDescDescContributionContributionCntNoncash Contributions Rpt F990NoncashContributionsRptF990AmtMethod Of Determining RevenuesMethodOfDeterminingRevenuesTxt
Yes (X)Scientific instruments1$25,000Fair market value
Yes (X)Miscellaneous21$10,993Fair market value
FieldValueIRS element (for citing)
Form8283 Received2Form8283ReceivedCnt
Any Property That Must Be Held0AnyPropertyThatMustBeHeldInd
Review Process Unusual NC GiftsYes (1)ReviewProcessUnusualNCGiftsInd
Third Parties Used0ThirdPartiesUsedInd

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (6 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Form 990, Part VI, Section B, Line 11bPrior 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 12cEach 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 15Fr. 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 19The 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 1dFr. 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 9Change 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

FieldValueIRS element (for citing)
Business Name Line1The Loyola Notre Dame Library IncBusinessNameLine1

US Address USAddress

FieldValueIRS element (for citing)
Address Line1200 Winston AveAddressLine1
CityBaltimoreCity
StateMDState
ZIP Code21212ZIPCode
FieldValueIRS element (for citing)
EIN520881396EIN
Primary ActivitiesInformation and resource supportPrimaryActivitiesTxt
Legal Domicile StateMDLegalDomicileStateCd
Exempt Code Section501(c)(3)ExemptCodeSectionTxt
Public Charity Status509(a)(3) III-FIPublicCharityStatusTxt
Direct Controlling NAN/ADirectControllingNACd
Controlled Organization0ControlledOrganizationInd

Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp

Related Organization Name RelatedOrganizationName

FieldValueIRS element (for citing)
Business Name Line1Pooled Income Fund - 1BusinessNameLine1

US Address USAddress

FieldValueIRS element (for citing)
Address Line14501 N Charles StreetAddressLine1
CityBaltimoreCity
StateMDState
ZIP Code21210ZIPCode
FieldValueIRS element (for citing)
Primary ActivitiesPooled Income FundPrimaryActivitiesTxt
Legal Domicile StateMDLegalDomicileStateCd
Direct Controlling NAN/ADirectControllingNACd
Entity TypeTEntityTypeTxt
FieldValueIRS element (for citing)
Receipt Of Int Annts Rnts Rylts0ReceiptOfIntAnntsRntsRyltsInd
Gift Grnt Or Cap Contri To Oth Org0GiftGrntOrCapContriToOthOrgInd
Gift Grnt Cap Contri From Oth Org0GiftGrntCapContriFromOthOrgInd
Loans Or Guarantees To Other Org0LoansOrGuaranteesToOtherOrgInd
Loans Or Guarantees From Oth Org0LoansOrGuaranteesFromOthOrgInd
Div Related Organization0DivRelatedOrganizationInd
Asset Sale To Other Org0AssetSaleToOtherOrgInd
Asset Purchase From Other Org0AssetPurchaseFromOtherOrgInd
Asset Exchange0AssetExchangeInd
Rental Of Facilities To Oth Org0RentalOfFacilitiesToOthOrgInd
Rental Of Fclts From Oth Org0RentalOfFcltsFromOthOrgInd
Perform Of Services For Oth Org0PerformOfServicesForOthOrgInd
Perform Of Services By Other Org0PerformOfServicesByOtherOrgInd
Sharing Of Facilities0SharingOfFacilitiesInd
Paid Employees Sharing0PaidEmployeesSharingInd
Reimbursement Paid To Other OrgYes (1)ReimbursementPaidToOtherOrgInd
Reimbursement Paid By Other Org0ReimbursementPaidByOtherOrgInd
Transfer To Other Org0TransferToOtherOrgInd
Transfer From Other Org0TransferFromOtherOrgInd

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