2015-05-14T12:58:18-05:00 2014-06-30 ERNST & YOUNG US LLP 111 MONUMENT CIRCLE STE 4000 INDIANAPOLIS IN 46204 990 2013-07-01 361408475 Loyola University of Chicago % ANDREA SABITSANA CONTROLLER LOYO 3129158722 820 N Michigan Avenue Suite Chicago IL 606112147 ROBERT A MUNSON SR VP FINANCE & CFO 2015-05-14 CHRISTOPHER B BOGGS P00032493 2013 2016-02-25 16:41:14Z Michael J Garanzini SJ 820 N Michigan Avenue Chicago IL 60611 871853525 false X www.luc.edu X 1909 IL WE ARE ONE OF THE NATION'S LARGEST JESUIT, CATHOLIC UNIVERSITIES WITH 16,000 STUDENTS. WE WORK TO EXPAND KNOWLEDGE THROUGH LEARNING, JUSTICE, AND FAITH. 40 38 8406 264 1328439 997288 80389664 88477184 546748806 585145370 31358880 37323825 5443151 2638393 663940501 713584772 139852557 150253759 0 0 285369370 292552739 52692 122127 11680260 182028208 202838685 607302827 645767310 56637674 67817462 2024749090 2119470721 767351921 750549209 1257397169 1368921512 WE ARE ONE OF THE NATION'S LARGEST JESUIT, CATHOLIC UNIVERSITIES WITH 16,000 UNDERGRADUATE, GRADUATE, AND DOCTORAL STUDENTS. WE WORK TO EXPAND KNOWLEDGE THROUGH LEARNING, JUSTICE, AND FAITH. false false 474997005 144795136 523898200 HIGHER EDUCATION, GENERAL/OTHER: LOYOLA UNIVERSITY CHICAGO CURRENTLY ENROLLS APPROXIMATELY 16,000 UNDERGRADUATE, GRADUATE, AND PROFESSIONAL STUDENTS AND IS HOME TO 10 SCHOOLS AND COLLEGES: ARTS AND SCIENCES, BUSINESS ADMINISTRATION, COMMUNICATION, EDUCATION, GRADUATE STUDIES, LAW, MEDICINE, NURSING, CONTINUING AND PROFESSIONAL STUDIES, AND SOCIAL WORK. 47235000 3948188 0 RESEARCH: LOYOLA UNIVERSITY CHICAGO ENGAGES IN EXTERNALLY FUNDED RESEARCH PROJECTS PRIMARILY IN MEDICINE AND THE BASIC SCIENCES. THROUGH LOYOLA'S STRITCH SCHOOL OF MEDICINE, THE UNIVERSITY IS FOCUSED ON THE DEVELOPMENT AND ADVANCEMENT OF MEDICAL KNOWLEDGE AS WELL AS THE TRAINING OF STUDENTS IN THE RESEARCH PROCESS. 57116000 1510435 63146087 HIGHER EDUCATION AUXILIARY SERVICES: LOYOLA UNIVERSITY CHICAGO PROVIDES VARIOUS GOODS AND SERVICES FOR THE BENEFIT OF ITS STUDENTS, FACULTY AND STAFF, AND IN SUPPORT OF EDUCATIONAL ACTIVITIES. SERVICES INCLUDE STUDENT HOUSING, FOOD SERVICE, BOOKSTORES, RECREATIONAL FACILITIES AND TRANSPORTATION. 579348005 true true false true false false true true true true true true false false true false false true true true true true true true true false false true true true true false false false false false true true false true false true true false false false true true true false false true 19251 0 true 8406 true true true true IT UK VM false false false true true false false false false X 40 38 true false false false false false false true true false false true true true true true true true true true true AK CO HI MD MA MI NH OK OR SC X ANDREA SABITSANA CONTROLLER 3129158722 820 N MICHIGAN AVENUE CHICAGO IL 60611 X Patrick Arbor Trustee (resigned Nov 2013) 1.0 0.0 X Robert M Beavers Jr Trustee 1.0 0.0 X James P Bouchard Trustee 1.0 0.0 X William A Brandt Jr Trustee 1.0 0.0 X Michael J Carbon Trustee (resigned June 2014) 1.0 0.0 X Ronald E Daly Trustee (resigned June 2014) 1.0 0.0 X Charles W Denny Trustee 1.0 0.0 X Christoper J Devron SJ Trustee 1.0 0.0 X Melanie C Dreher Trustee 1.0 0.0 X Mary Judith Duchossois Trustee 1.0 0.0 X Paul J Fitzgerald SJ Trustee 1.0 0.0 X Michael J Garanzini SJ President & CEO, Trustee 40.0 0.0 X X 0 0 Thomas P Greene SJ Trustee 1.0 0.0 X John J Hartman Trustee 1.0 0.0 X Marvin Herman Trustee 1.0 0.0 X Patrick J Kelly Trustee 1.0 0.0 X William G Kistner Trustee 1.0 0.0 X William C Kunkler III Trustee 1.0 0.0 X Patrick C Lynch Trustee 1.0 0.0 X Barry C McCabe Trustee 1.0 0.0 X Patrick McGrath SJ Trustee 1.0 0.0 X Carlos Montoya Trustee 1.0 0.0 X Ruthellyn Musil Trustee 1.0 0.0 X Allan J Norville Trustee 1.0 0.0 X Robert L Parkinson Jr Chairman of the Board, Trustee 1.0 0.0 X Scott R Pilarz SJ Trustee 1.0 0.0 X Michael R Quinlan Chairman Emeritus, Trustee 1.0 0.0 X Richard L Rodriguez Trustee 1.0 0.0 X 9000 John G Schreiber Trustee 1.0 0.0 X Judith A Scully Trustee 1.0 0.0 X Michael D Searle Trustee 1.0 0.0 X Niranjan S Shah Trustee 1.0 0.0 X Smita N Shah Trustee (resigned June 2014) 1.0 0.0 X Susan S Sher Trustee 1.0 0.0 X Raymond F Simon Trustee 1.0 0.0 X George Andrews Smith Trustee 1.0 0.0 X Brian K Speers Trustee 1.0 0.0 X Stephen P Squinto Trustee 1.0 0.0 X Cynthia Stark Trustee 1.0 0.0 X Joan E Steel Trustee 1.0 0.0 X Jackie Taylor Holsten Trustee 1.0 0.0 X Mary Tolan Trustee 1.0 0.0 X Kevin W Wildes SJ Trustee 1.0 0.0 X Mary Ann Zollmann BVM Vice Chair of Board, Trustee 1.0 0.0 X Steven M Bergfeld Sr VP Advancement & Planning 40.0 0.0 X 218008 0 36631 Pamela G Costas VP General Counsel & Secretary 40.0 0.0 X 206838 0 28500 Richard L Gamelli MD SR VP/Provost-Health Sciences 40.0 0.0 X 644314 0 41428 Philip D Hale VP for Government Affairs 40.0 0.0 X 178533 0 35700 Jonathan R Heintzelman Sr. VP for Advancement 40.0 0.0 X 321472 0 154654 Emilio Iodice VP, Dir. John Felice Rome CTR. 40.0 0.0 X 331999 0 17070 Eric C Jones Treasurer & CIO 40.0 0.0 X 179921 0 37767 Robert D Kelly VP for Student Development 40.0 0.0 X 229413 0 32042 Thomas M Kelly Sr. VP Admin. Services & CHRO 40.0 0.0 X 265640 0 77639 William G Laird Sr. VP for Finance & CFO 40.0 0.0 X 321622 0 41910 Wayne Magdziarz Sr. VP for Capital Planning 40.0 0.0 X 298860 0 39217 Susan M Malisch VP & Chief Information Officer 40.0 0.0 X 260361 0 34936 Ellen Kane Munro Sr. VP Gen. Counsel/Secretary 40.0 0.0 X 205480 0 34371 John P Pelissero Provost for Lakeside Campuses 40.0 0.0 X 341656 0 45098 Kelly Shannon VP Univ. Marketing & Comm. 40.0 0.0 X 189955 0 46626 Linda Brubaker MD Dean, Stritch School of Med. 40.0 0.0 X 386869 0 48033 Kathleen A Getz Dean, School of Business 40.0 0.0 X 289450 0 50137 Pieter DeTombe Cell & Molecular Phys. Chair 40.0 0.0 X 321371 0 84393 Richard Kennedy Vice Provost for Research 40.0 0.0 X 314761 0 39742 Porter A Moser Head Basketball Coach 40.0 0.0 X 351852 0 46772 Michael I Nishimura Professor Dept of Surgery 40.0 0.0 X 314421 0 34751 David N Yellen Dean, School of Law 40.0 0.0 X 403670 0 70548 Abolhassan Jalilvand Former Key Employee 40.0 0.0 X 217841 0 43707 Francis C Fennell Jr Former Key Employee 40.0 0.0 X 137973 0 32224 6941280 0 1153896 521 true true false SKENDER CONSTRUCTION COMPANY 200 WEST MADISON CHICAGO IL 60606 CONSTRUCTION 7140630 ROYALL CO 1920 E PARHAM ROAD RICHMOND VA 23228 ENROLLMENT MGNT 873719 DELOITTE TOUCHE LLP 4205 COLLECTIONS CENTER CHICAGO IL 60693 AUDIT 581250 SMITHGROUP JJR 500 GRISWOLD DETROIT MI 48226 ARCHITECT/PLANNING 575865 BARANSKI HAMMER MORETTA SHEEHY 1101 S BENCH STREET GALENA IL 61036 ARCHITECT/PLANNING 451547 16 0 0 778955 209543 44486529 43002157 4202227 88477184 TUITION AND FEES 611710 485845251 485845251 0 0 AUXILIARY 611710 63146087 63146087 0 0 ACADEMIC SUPPORT-TRINITY HEALTH 611710 23111325 23111325 0 0 OTHER EDUCATION & GENERAL 611710 13042707 13042707 0 0 585145370 12299871 743256 11556615 8737 8737 1513260 1513260 9848784 9159769 689015 0 689014 689014 160490923 12848876 139312623 9011959 21178300 3836917 25015217 25015217 258418 778955 784402 -525984 -525984 0 0 INTEREST ON STUDENT LOANS 611600 376920 376920 0 0 FITNESS CENTER 713940 667128 0 667128 0 CONFERENCE SERVICES 523000 -92077 -92077 10132 10132 0 962103 713584772 587044287 1328439 36734862 3664428 3664428 145308558 145308558 1280773 1280773 0 0 5651883 1407991 3742983 500909 157521 76373 81148 0 226458385 198134867 22431823 5891695 19581653 16479787 2469053 632813 25065324 21385471 2920755 759098 15637973 14085693 1302507 249773 0 0 0 0 341408 66231 275177 0 575645 0 575645 0 0 0 0 122127 122127 2043686 0 2043686 0 23151649 21217524 1732450 201675 3589461 1736322 1623618 229521 26834056 24786395 1196957 850704 9647439 4791497 4796138 59804 72681 72681 0 0 17970110 15424768 2371222 174120 3056150 2899021 18312 138817 0 0 0 0 7697056 7076688 408728 211640 18086762 16111227 1642300 333235 0 0 0 0 49010310 45504171 2992946 513193 2656988 1555753 1013788 87447 INSTITUTIONAL SUPPORT 5588811 4568086 389714 631011 OPERATIONS AND MAINTENANCE 5827348 5421824 334804 70720 AUXILIARY 14153367 13994324 140115 18928 SPONSORED RESEARCH 2648781 2648781 0 0 9886977 9648771 235176 3030 645767310 579348005 54739045 11680260 0 20807 24289 173196722 90706082 33773025 32963448 17878534 18585610 108892 109122 0 0 21633439 22254947 9639 6230 6960002 7000629 1571024419 479952768 1029367956 1091071651 331125506 401049258 276418972 350344734 0 0 0 0 134255596 105354721 2024749090 2119470721 65790815 65227946 0 0 44612013 45709707 202266379 200333056 1215349 1836327 0 0 12338884 12619246 370060755 344476440 71067726 80346487 767351921 750549209 X 937429182 1016698688 172469964 196006479 147498023 156216345 1257397169 1368921512 2024749090 2119470721 X 67817462 47978540 -4271659 X false true X true true true X 129862749 75288965 85582509 82146940 92679412 465560575 0 0 129862749 75288965 85582509 82146940 92679412 465560575 0 465560575 17162968 17293023 22044985 26798912 24047572 107347460 150797 512600 368283 408381 1328439 2768500 0 575676535 2667712308 0.80872 0.00000 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED false true false 0 false 0 false 0 false 0 true 231387 false 0 false 0 231387 false SCHEDULE C, PART II-B, LINE 1 LOBBYING ACTIVITY PHILIP HALE, VICE PRESIDENT FOR GOVERNMENT AFFAIRS, IS REGISTERED AS A LOBBYIST WITH THE U.S. HOUSE OF REPRESENTATIVES, THE UNITED STATES SENATE, AND THE STATE OF ILLINOIS. JENNIFER CLARK, ASSOCIATE VICE PRESIDENT OF CAMPUS-COMMUNITY PLANNING, AND WAYNE MAGDZIARZ, SR. VICE PRESIDENT, CAPITAL PLANNING & CAMPUS MANAGEMENT, ARE BOTH REGISTERED WITH THE CITY OF CHICAGO. DURING FISCAL YEAR 2014, THE LOBBYING ACTIVITIES OF THE UNIVERSITY INVOLVED CONTACTS WITH LEGISLATORS AND THEIR STAFFS AT THE FEDERAL, STATE, AND CITY LEVELS. THESE CONTACTS, THROUGH OFFICE VISITS, PHONE CONVERSATIONS, AND LARGE GATHERINGS WERE PRINCIPALLY FOR PURPOSES OF GOODWILL AND FOR ISSUES RELATED TO STUDENT FINANCIAL AID AND TAX ISSUES AT THE FEDERAL, STATE, AND CITY LEVELS. X 4 4 2 1 false 10.00 922 688308 18077055 X X X X X SEE PART XIV false false true 461948836 19159344 69243593 3592125 6520480 1715778 538523390 405954736 14241770 51691184 2806701 5336025 1796128 461948836 388739191 22744405 6533445 2950842 7436295 1675168 405954736 315304802 13967327 70448551 2905374 6824933 1251182 388739191 278873125 11868039 35226804 2836049 6716120 1110997 315304802 0.50000 0.26000 0.24000 false false 21136363 155558050 176694413 52241438 1054826504 371266606 735801336 353996 44753883 26840533 18267346 633732 123255937 68787012 55072657 118294516 13058617 105235899 1091071651 MARKETABLE EQUITY INVESTMENTS 187174330 F PRIVATE EQUITY INVESTMENTS 84717843 F FIXED INCOME INVESTMENTS 46867883 F REAL ESTATE 31584678 F 350344734 0 COND. ASSET RETIREMENT OBLIGATION 2836264 REFUNDABLE ADVANCES - LOANS 18926387 PENSION AND OTHER POST RETIREMENT 58583836 80346487 SCHEDULE D, PART II, QUESTION 3 CONSERVATION EASEMENTS DURING FISCAL YEAR 2014 LOYOLA UNIVERSITY CHICAGO HELD TWO PROPERTIES LISTED ON THE NATIONAL REGISTER OF HISTORIC PLACES: THE MUNDELEIN CENTER AND THE 14-16 EAST PEARSON BUILDING. THE 14-16 EAST PEARSON BUILDING IS IN THE PROCESS OF BEING DEMOLISHED IN ORDER TO ACCOMMODATE THE UNIVERSITY'S NEW SCHREIBER CENTER AT THE INTERSECTION OF STATE AND PEARSON ST. WHICH WILL HOUSE THE QUINLAN SCHOOL OF BUSINESS. THE BUILDING'S HISTORY AND ITS POTENTIAL REUSE WAS EVALUATED AT LENGTH DURING THE PLANNED DEVELOPMENT REVIEW PROCESS BY THE CITY OF CHICAGO'S DEPARTMENT OF HOUSING AND ECONOMIC DEVELOPMENT. DEMOLITION OF THE BUILDING WAS ACCEPTED BY THE CITY OF CHICAGO AND DEMOLITION PERMITS ISSUED. LOYOLA UNIVERSITY OF CHICAGO ENTERED INTO A CONSERVATION EASEMENT AGREEMENT WITH THE ILLINOIS HISTORIC PRESERVATION AGENCY DURING FISCAL YEAR 2014 FOR THE PURPOSE OF PRESERVING THE MUNDELEIN CENTER, A BUILDING THAT IS IMPORTANT CULTURALLY, HISTORICALLY, AND ARCHITECTURALLY. THE CONSERVATION EASEMENT WAS REQUIRED AS A CONDITION TO RECEIVE A FEDERAL GRANT FROM THE NATIONAL PARK SERVICE OF THE UNITED STATES DEPARTMENT OF THE INTERTIOR APPROPRIATED FROM THE HISTORIC FUND FOR THE SAVE AMERICA'S TREASURES GRANT PROGRAM. THIS CONSERVATION EASEMENT IS GRANTED FOR A PERIOD OF FIFTY YEARS AND IMPOSES RESTRICTIONS ON ACTIVITIES THAT WOULD AFFECT HISTORICALLY SIGNIFICANT COMPONENTS OF THE SUBJECT PROPERTY. SCHEDULE D, PART II, QUESTIONS 5,6, 7 AND 9 CONSERVATION EASEMENTS THE UNIVERSITY HAS THREE PROPERTIES THAT ARE DESIGNATED AS CHICAGO LANDMARKS: THE MADONNA DELLA STRADA CHAPEL, LEWIS TOWERS AND THE MUNDELEIN CENTER. THERE IS NO SPECIFIC WRITTEN POLICY REGARDING THE PERIODIC MONITORING, INSPECTION, VIOLATIONS, AND ENFORCEMENT OF THE CONSERVATION EASEMENTS HELD BY THE UNIVERSITY. HOWEVER, THE OFFICE OF THE GENERAL COUNSEL AND THE UNIVERSITY'S CAPITAL PLANNING GROUP ARE AWARE OF THE REGULATIONS ATTACHED TO THESE BUILDINGS, AS DICTATED BY THE NATIONAL REGISTER OF HISTORIC PLACES AND THE COMMISSION ON CHICAGO LANDMARKS. AS SUCH, BEFORE ANY CHANGES, MODIFICATIONS OR RENOVATIONS ARE MADE TO THESE STRUCTURES, THE APPROPRIATE RULES AND REGULATIONS ARE REVIEWED AND FOLLOWED. IT IS ESTIMATED THAT STAFF MEMBERS SPEND APPROXIMATELY TEN HOURS ANNUALLY ON THESE ACTIVITIES. ADDITIONALLY, THE CONSERVATION EASEMENTS RELATED TO THE AFOREMENTIONED BUILDINGS ARE NOT REPORTED IN EITHER THE BALANCE SHEET OR THE REVENUE AND EXPENSE STATEMENT OF THE UNIVERSITY, AS THERE IS NO BOOK VALUE TO THE EASEMENTS. THEY ARE SOLELY MEASURES IN PLACE TO PROTECT THE HISTORICAL INTEGRITY OF THE BUILDINGS. SCHEDULE D, PART III, QUESTION 4 DESCRIPTION AND PURPOSE OF ORGANIZATION'S ART COLLECTIONS THE LOYOLA UNIVERSITY MUSEUM OF ART (LUMA) COLLECTION WAS DEVELOPED FOR NEW ACQUISITIONS OF ART THAT ADDRESS THE LUMA MISSION AS A COMPLEMENT TO THE D'ARCY COLLECTION AND INCLUDES ART AND ARTIFACTS FROM ANTIQUITIES TO THE PRESENT. RECENT ACQUISITIONS HAVE INCLUDED NEOLITHIC SCULPTURE, CONTEMPORARY PRINTS, DRAWINGS, PHOTOGRAPHS AND TEXTILES. LUMA IS DEDICATED TO THE EXPLORATION, PROMOTION AND UNDERSTANDING OF ART AND ARTISTIC EXPRESSION THAT ATTEMPTS TO ILLUMINATE THE ENDURING SPIRITUAL QUESTIONS AND CONCERNS OF ALL CULTURES AND SOCIETIES. THE MUSEUM INTERPRETS AND DISPLAYS THE UNIVERSITY'S MEDIEVAL AND RENAISSANCE COLLECTION, KNOWN AS THE MARTIN D'ARCY, S.J. COLLECTION, OTHER MUSEUM PERMANENT COLLECTIONS AND ROTATING EXHIBITIONS. AS A MUSEUM WITH AN INTEREST IN EDUCATION AND EDUCATIONAL PROGRAMMING, THE LOYOLA UNIVERSITY MUSEUM OF ART REFLECTS THE UNIVERSITY'S JESUIT MISSION AND IS DEDICATED TO HELPING MEN AND WOMEN OF ALL CREEDS EXPLORE THE ROOTS OF THEIR OWN FAITH AND SPIRITUAL QUEST. SCHEDULE D, PART IV, QUESTION 2B BALANCE SHEET ESCROW LIABILITIES EXPLANATION LOYOLA HOLDS ASSETS FOR VARIOUS STUDENT ORGANIZATIONS, STUDY ABROAD PROGRAMS, AND THIRD-PARTY SCHOLARSHIP AWARDS IN AGENCY ACCOUNTS, WHICH ARE PASS-THROUGH LIABILITY ACCOUNTS WHERE ASSETS ARE HELD FOR THE BENEFIT OF THE THIRD-PARTY. LOYOLA DOES NOT CONTROL HOW THESE FUNDS ARE SPENT AND HAS THESE ACCOUNTS SET UP FOR THE CONVENIENCE OF OUTSIDE ORGANIZATIONS TO USE LOYOLA'S SERVICES. SCHEDULE D, PART V, QUESTION 4 INTENDED USES OF ENDOWMENT FUNDS THE ENDOWMENT FUNDS HAVE BEEN ESTABLISHED TO PROVIDE A STABLE SOURCE OF FUNDING FOR UNIVERSITY ACADEMIC PROGRAMS, FINANCIAL AID, AND FACULTY SUPPORT ON A LONG-TERM TIME HORIZON. true true true true true true true false false false false false false false false true false true SCHEDULE E, PART I, LINE 3 RACIALLY NONDISCRIMINATORY POLICY ON MAY 19, 2014 THE UNIVERSITY PUBLISHED ITS RACIALLY NONDISCRIMINATORY POLICY IN THE CHICAGO TRIBUNE, A WIDELY READ NEWSPAPER IN THE COMMUNITY. THIS YEAR'S ADVERTISEMENT WAS TITLED 'DIVERSITY IN THOUGHT, FAITH, AND PRACTICE.' SCHEDULE E, PART I, LINE 6A FINANCIAL AID OR ASSISTANCE FROM A GOVERMENT AGENCY A NUMBER OF FEDERAL, STATE AND LOCAL AGENCIES ISSUE GRANTS AND CONTRACTS TO THE UNIVERSITY FOR RESEARCH, TRAINING AND GENERAL EDUCATIONAL SUPPORT. true Sub-Saharan Africa 3 Program Services INTERCONTINENTAL MBA 84436 South America Program Services INTERCONTINENTAL MBA 66118 East Asia and the Pacific Program Services INTERCONTINENTAL MBA 96392 Sub-Saharan Africa Program Services STUDY ABROAD PROGRAMS 34300 South America Program Services STUDY ABROAD PROGRAMS 93873 Europe (Including Iceland and Greenland) 1 65 Program Services STUDY ABROAD PROGRAMS 6999812 Middle East and North Africa Program Services STUDY ABROAD PROGRAMS 73684 East Asia and the Pacific 1 3 Program Services STUDY ABROAD PROGRAMS 614113 Central America and the Caribbean Program Services INT'L IMMERSION PRGM. 43828 East Asia and the Pacific Program Services STUDY ABROAD/ RESEARCH 127141 Europe (Including Iceland and Greenland) Program Services FIELD RESEARCH/LAW ADV 410631 Middle East and North Africa Program Services ENTREPRENEURSHIP PRGM. 15273 North America Program Services CONFERENCE TRAVEL 2400 South America Program Services INT'L PRGM. 46676 South Asia Program Services CONFERENCE TRAVEL 1551 Sub-Saharan Africa 1 Program Services RESEARCH/ CONF. TRAVEL 12895 Sub-Saharan Africa Grantmaking 181060 Central America and the Caribbean Grantmaking 16299 Europe (Including Iceland and Greenland) Grantmaking 58502 East Asia and the Pacific Grantmaking 23050 Central America and the Caribbean Investments FOREIGN INVESTMENTS 92245368 2 72 2 72 8904183 92343219 101247402 Sub-Saharan Africa SICKLE CELL RESEARCH 58111 WIRE TRSFR. East Asia and the Pacific WATER QUALITY TESTING 23050 WIRE TRSFR. SUB-SAHARAN AFRICA METS: ENERGY & OBESITY 91628 WIRE TRSFR. EUROPE MALARIA RESEARCH 5400 WIRE TRSFR. EUROPE LOW VITAMIN RESEARCH 24255 WIRE TRSFR. EUROPE MOTS: OBESITY RESEARCH 28846 WIRE TRSFR. CENTRAL AMERICA AND THE CARRIBEAN METS: ENERGY & OBESITY 16299 WIRE TRSFR. SUB-SAHARAN AFRICA MALARIA RESEARCH 31320 WIRE TRSFR. 8 0 FELLOWSHIP Europe (Including Iceland and Greenland) 19 301080 WIRE TRSFR. SCHOLARSHIP Europe (Including Iceland and Greenland) 19 695932 WIRE TRSFR. true false false false true false SCHEDULE F, PART I, QUESTION 2 PROCEDURES FOR MONITORING USE OF GRANTS ANY ORGANIZATIONS AND ENTITIES RECEIVING GRANTS FROM LUC ARE REQUIRED TO SUBMIT ANNUAL PROGRESS REPORTS ON THE USE OF THESE FUNDS. THESE PROGRESS REPORTS ARE MONITORED AND REVIEWED BY THE PRINCIPAL INVESTIGATORS TO ENSURE FUNDS ARE BEING USED APPROPRIATELY. SCHEDULE F, PART I, LINE 3, COLUMN (F) DESCRIPTION OF HOW EXPENDITURES ARE REPORTED WE MAINTAIN A SEPARATE SUB-LEDGER RELATED TO OUR ROME CENTER STUDY ABROAD CAMPUS, WHICH INCLUDES THE EXPENSES RELATED TO THAT PROGRAM. FOR OTHER STUDY ABROAD PROGRAMS WHICH ARE CONDUCTED THROUGH OTHER EDUCATIONAL INSTITUTIONS, WE MAINTAIN SEPARATE ACCOUNTING UNITS WITHIN OUR GENERAL LEDGER IN ORDER TO TRACK THESE EXPENSES. SCHEDULE F, PART II METHOD USED TO ACCOUNT FOR CASH GRANTS IN PART II GRANT ASSISTANCE IS RECOGNIZED WHEN THE EXPENSES ARE INCURRED. WE MAINTAIN A SEPARATE ACCOUNTING UNIT FOR EACH GRANT WITHIN OUR GENERAL LEDGER IN ORDER TO TRACK THESE EXPENSES. X X X X X X X true CAMPBELL COMPANY 1 E WACKER DR SUITE 3350 CHICAGO IL 60601 TRAINING false 14192 ROBERT CUMMINGS 12 LAHINICH DR LEMONT IL 60439 Training false 6139 TER MOLEN WATKINS BRANDT 2 N RIVERSIDE PLAZA SUITE 1030 CHICAGO IL 60606 CONSULTING false 21144 BENTZ WHALEY FLESSNER INC 7251 OHMS LANE MINNEAPOLIS MN 55439 CONSULTING false 10750 ASPEN LEADERSHIP GROUP LLC PO BOX 1212 APEN CO 81612 CONSULTING false 69902 122127 AL AK AZ AR CA CT DE DC FL GA GU HI ID IL IN IA KS KY LA ME MD MA MI MN MS MO MT NE NV NH NJ NM NY NC ND OH OK OR PA RI SC SD TN TX UT VT VA WA WV WI WY Stritch Dinner 533900 410050 123850 0 0 160551 168799 14424 63447 Founder Dinner 368415 311720 56695 0 0 132909 111528 6641 23966 3 135058 57185 77873 0 0 3935 40553 39516 18133 1037373 778955 258418 0 0 297395 320880 60581 105546 784402 -525984 FORM 990, SCHEDULE G, PART I, LINE 2B Amounts paid to Consultants for training and consulting During fiscal year 2014, the University spent $122,127 for training and consulting services related to fundraising. These services did not include actual or direct fundraising but instead provided general training and consulting to employees of the University working in the area of fundraising. true ARCHDIOCESE OF CHICAGO PO BOX 1979 DEPARTMENT OF PERSONNEL SERVICES CHICAGO IL 60690 362170826 501(c)(3) 60000 PROMOTION OF PASTORAL IMAGINATION BLACK MEN'S XCHANGE NATIONAL 1396 FALLS RIVER DR CONYERS GA 30013 272330266 501(c)(3) 116000 HIV PREVENTION RESEARCH BLAIR THOMAS & COMPANY POST OFFICE BOX 1265 CHICAGO IL 60690 043587636 501(c)(3) 11400 Vinegar Works performance CASE WESTERN RESERVE UNIVERSITY 10900 EUCLID AVENUE CLEVELAND OH 44106 341018992 501(c)(3) 34091 DEVELOP STATISTICAL METHODS CHICAGO FOUNDATION FOR WOMEN 1 E WACKER DR 1260 CHICAGO IL 60601 363348160 501(c)(3) 40000 Programing, Evaluation BOSTON CHILDREN'S HOSPITAL PO BOX 414413 BOSTON MA 02241 042774441 501(c)(3) 13094 HYPERTENSION RESEARCH CITY COLLEGES OF CHICAGO 226 W JACKSON BLVD 11FL GRANT ACCOUNTING CHICAGO IL 60606 362606236 501(c)(3) 14357 MASS SPECTROMETRY INTRODUCTION DEPAUL UNIVERSITY 1 EAST JACKSON BLVD CHICAGO IL 60604 362167048 501(c)(3) 16021 WETLAND BIODIVERSITY RESTORATION DREXEL UNIVERSITY 3201 ARCH ST STE 100 PHILADELPHIA PA 19104 231352630 501(c)(3) 9791 OBESITY RESEARCH EDGEWATER CHAMBER OF COMMERCE 1210 W ROSEDALE CHICAGO IL 60660 363311042 501(c)(3) 6642 VARIOUS DONATIONS / SPONSORSHIPS HEALTH AND MEDICINE POLICY RESEARCH GROUP 29 E MADISON ST STE 602 CHICAGO IL 60602 363143826 501(c)(3) 10000 SCHWEITZERR FELLOWS PROGRAM CONTRIBUTION HINES VA HOSPITAL RESEARCH SERVICE PO BOX 1490 HINES IL 60141 363737770 170(c)(1) 137265 MOLECULAR THERAPEUTICS & NEUROSCIENCE RESEARCH ILLINOIS INSTITUTE OF TECHNOLOGY 3300 S Federal St CHICAGO IL 60616 362170136 501(c)(3) 71698 CARDIOVASCULAR RESEARCH INDIANA UNIVERSITY OFFICE OF RESEARCH PO BOX 66057 INDIANAPOLIS IN 46266 356001673 170(c)(1) 66891 PAIN RESEARCH LAWRENCE LIVERMORE NATIONAL LABORATORY PO BOX 5516 LIVERMORE CA 94551 205624386 501(c)(3) 411036 ANTHRAX VACCINATION RESEARCH LIFT INC 1620 I ST NW 820 WASHINGTON DC 20006 522168409 501(c)(3) 49250 COMMUNITTY ECONOMIC STABILITY LOS ALAMOS NATIONAL LABORATORY PO BOX 1663 LOS ALAMOS NM 87545 203104541 170(c)(1) 87352 MOLECULAR MODELING LOYOLA UNIVERSITY MARYLAND 4501 N CHARLES STREET BALTIMORE MD 21210 520591623 501(c)(3) 11964 ACADEMIC SUPPORT LOYOLA UNIVERSITY MEDICAL CENTER 2160 SOUTH FIRST AVENUE MAYWOOD IL 60153 363342448 501(c)(3) 15000 5K RACE WALK SPONSORSHIP MEDICAL UNIVERSITY OF SOUTH CAROLINA 19 HAGOOD AVE STE 303 CHARLESTON SC 29425 576000722 170(c)(1) 1102991 MODULATING MOUSE RESEARCH METROPOLIS STRATEGIES 21 S CLARK ST STE 4301 CHICAGO IL 60603 364278088 501(c)(3) 123302 ILLINOIS MODELS FOR CHANGE MICHIGAN STATE UNIVERSITY 301 ADMIN BUILDING EAST LANSING MI 48824 386005984 170(c)(1) 96140 ADOLESCENCE SEXUALITY RESEARCH MUSEUM OF SCIENCE & INDUSTRY 5700 S LAKESHORE DR CHICAGO IL 60637 362167797 501(c)(3) 17488 PROMOTE SCIENCE, SUSTAINABILITY & SERVICE NAVAL SURFACE WARFARE CENTER 17632 DAHLGREN RD DAHLGREN VA 22448 520592178 170(c)(1) 104854 BIO-THREAT AGENT RESEARCH OREGON STATE UNIVERSITY PO BOX 1086 CORVALLIS OR 97331 481278540 170(c)(1) 19320 RESTORING WETLAND BIODIVERSITY PURDUE UNIVERSITY 401 S GRANT ST PO BOX 1086 WEST LAFAYETTE IN 47907 356002041 170(c)(1) 365205 VIRAL PROTEASES RESEARCH RESEARCH FOUNDATION FOR SUNY 230 W 41ST 7TH FLOOR NEW YORK NY 74906 131988190 501(c)(3) 79949 OYSTER RESTORATION RESEARCH UNIVERSITY OF ILLINOIS AT CHICAGO 1737 W POLK ST CHICAGO IL 60612 376000511 170(c)(1) 80201 HEPATITIS C VIRUS DETECTION UNIVERSITY OF NOTRE DAME 940 GRACE HALL NOTRE DAME IN 46556 350868188 501(c)(3) 25300 BLACKBIRDS PREY RESEARCH AMERICAN QUALITY SCHOOLS CORP 850 WEST JACKSON CHICAGO IL 60607 364298732 501(c)(3) 16607 FEDERAL WORK STUDY REIMBURSEMENT ANN & ROBERT H LURIE CHILDREN'S HOSPITAL 225 E CHICAGO AVE CHICAGO IL 60611 362170833 501(c)(3) 10917 FEDERAL WORK STUDY REIMBURSEMENT ASIAN HUMAN SERVICES 4753 NORTH BROADWAY 700 CHICAGO IL 60640 363698770 501(c)(3) 28346 FEDERAL WORK STUDY REIMBURSEMENT CENTRO ROMERO 6216 NORTH CLARK STREET CHICAGO IL 60660 363517408 501(c)(3) 9701 FEDERAL WORK STUDY REIMBURSEMENT CHICAGO HOUSE AND SOCIAL SERVICE AGENCY 1925 NORTH CLYBOURN 401 CHICAGO IL 60614 363376432 501(c)(3) 5814 FEDERAL WORK STUDY REIMBURSEMENT CHICAGO JEWISH DAY SCHOOL 5959 N SHERIDAN ROAD CHICAGO IL 60660 364437180 501(c)(3) 8595 FEDERAL WORK STUDY REIMBURSEMENT CHICAGO PUBLIC SCHOOLS 640 W SCOTT STREET CHICAGO IL 60610 366005821 170(c)(1) 8666 FEDERAL WORK STUDY REIMBURSEMENT CIRCESTEEM 4730 N SHERIDAN ROAD CHICAGO IL 60640 360050649 501(c)(3) 12242 FEDERAL WORK STUDY REIMBURSEMENT FEMI MEMORIAL OUTREACH FUND 5875 N LINCOLN AVE LL21 CHICAGO IL 60659 030549622 501(c)(3) 5125 FEDERAL WORK STUDY REIMBURSEMENT HAMDARD CENTER 1542 WEST DEVON AVENUE CHICAGO IL 60660 363917885 501(c)(3) 7906 FEDERAL WORK STUDY REIMBURSEMENT HOUSING OPPORTUNITIES FOR WOMEN 1607 W HOWARD ST CHICAGO IL 60626 363263818 501(c)(3) 23559 FEDERAL WORK STUDY REIMBURSEMENT INDO-AMERICAN CENTER 6328 N CALIFORNIA AVE CHICAGO IL 60659 363689665 501(c)(3) 10455 FEDERAL WORK STUDY REIMBURSEMENT INTERFAITH WORKER JUSTICE 1020 W BRYN MAWR 4TH FL CHICAGO IL 60660 364063982 501(c)(3) 11038 FEDERAL WORK STUDY REIMBURSEMENT LIVING WORKS 6808 N ASHLAND BLVD CHICAGO IL 60626 363946012 501(c)(3) 28211 FEDERAL WORK STUDY REIMBURSEMENT MCGAW YMCA 1000 GROVE STREET EVANSTON IL 60201 362169194 501(c)(3) 16045 FEDERAL WORK STUDY REIMBURSEMENT OFFICE OF CATHOLIC SCHOOLS 835 NORTH RUSH STREET CHICAGO IL 60611 362170826 501(c)(3) 20124 FEDERAL WORK STUDY REIMBURSEMENT SACRED HEART SCHOOLS 6250 NORTH SHERIDAN CHICAGO IL 60660 362170839 501(c)(3) 59069 FEDERAL WORK STUDY REIMBURSEMENT YOUTH ORGANIZATIONS UMBRELLA INC 1027 SHERMAN AVENUE EVANSTON IL 60202 362734966 501(c)(3) 29789 FEDERAL WORK STUDY REIMBURSEMENT 37 10 FELLOWSHIPS 176 791928 SCHOLARSHIPS TO INDIVIDUALS 11020 144516630 FORM 990, SCHEDULE I ORGANIZATION'S PROCEDURES TO MONITOR GRANT USE ALL GRANTS AND SCHOLARSHIPS ARE AWARDED ON A NONDISCRIMINATORY BASIS. AMOUNTS ARE APPLIED DIRECTLY TOWARDS A STUDENT'S TUITION, ROOM, AND BOARD COSTS, THEREBY ENSURING THE FUNDS ARE USED AS INTENDED. ADDITIONALLY, ANY ORGANIZATIONS AND ENTITIES RECEIVING SUBCONTRACT GRANTS FROM LOYOLA UNIVERSITY CHICAGO ARE REQUIRED TO SUBMIT ANNUAL PROGRESS REPORTS ON THE USE OF THESE FUNDS. THESE PROGRESS REPORTS ARE MONITORED AND REVIEWED BY THE PRINCIPAL INVESTIGATORS TO ENSURE FUNDS ARE BEING USED APPROPRIATELY. X X true true X X X true false false false false false false true false Steven M Bergfeld Sr VP Advancement & Planning 217497 0 0 0 511 0 22230 0 15663 0 255901 0 0 0 Pamela G Costas VP General Counsel & Secretary 206366 0 0 0 472 0 20619 0 9068 0 236525 0 0 0 Richard L Gamelli MD SR VP/Provost-Health Sciences 640750 0 0 0 3564 0 26436 0 16522 0 687272 0 0 0 Philip D Hale VP for Government Affairs 177906 0 0 0 627 0 20290 0 16473 0 215296 0 0 0 Jonathan R Heintzelman Sr. VP for Advancement 223484 0 0 0 97988 0 145047 0 10417 0 476936 0 0 0 Emilio Iodice VP, Dir. John Felice Rome CTR. 201060 0 0 0 130939 0 16167 0 1867 0 350033 0 0 0 Eric C Jones Treasurer & CIO 179644 0 0 0 277 0 16328 0 22517 0 218766 0 0 0 Robert D Kelly VP for Student Development 229048 0 0 0 365 0 18850 0 14512 0 262775 0 0 0 Thomas M Kelly Sr. VP Admin. Services & CHRO 254698 0 10000 0 942 0 24581 0 54403 0 344624 0 0 0 William G Laird Sr. VP for Finance & CFO 317538 0 0 0 4084 0 25000 0 18178 0 364800 0 0 0 Wayne Magdziarz Sr. VP for Capital Planning 273860 0 20000 0 5000 0 25149 0 15478 0 339487 0 0 0 Susan M Malisch VP & Chief Information Officer 259733 0 0 0 628 0 25500 0 10821 0 296682 0 0 0 Ellen Kane Munro Sr. VP Gen. Counsel/Secretary 170553 0 100 0 34827 0 23543 0 11615 0 240638 0 0 0 John P Pelissero Provost for Lakeside Campuses 318155 0 20000 0 3501 0 28250 0 18366 0 388272 0 0 0 Kelly Shannon VP Univ. Marketing & Comm. 189170 0 100 0 685 0 22578 0 25191 0 237724 0 0 0 Linda Brubaker MD Dean, Stritch School of Med. 384080 0 0 0 2789 0 23985 0 25578 0 436432 0 0 0 Kathleen A Getz Dean, School of Business 288368 0 0 0 1082 0 25500 0 26084 0 341034 0 0 0 Pieter DeTombe Cell & Molecular Phys. Chair 319080 0 0 0 2291 0 28250 0 57664 0 407285 0 0 0 Richard Kennedy Vice Provost for Research 311387 0 0 0 3374 0 25500 0 15738 0 355999 0 0 0 Porter A Moser Head Basketball Coach 351044 0 0 0 808 0 25500 0 22800 0 400152 0 0 0 Michael I Nishimura Professor Dept of Surgery 295330 0 17970 0 1121 0 17850 0 18368 0 350639 0 0 0 David N Yellen Dean, School of Law 401348 0 0 0 2322 0 28250 0 43828 0 475748 0 0 0 Abolhassan Jalilvand Former Key Employee 215544 0 0 0 2297 0 20849 0 24158 0 262848 0 0 0 Francis C Fennell Jr Former Key Employee 126984 0 10000 0 989 0 17082 0 15752 0 170807 0 0 0 FORM 990, SCHEDULE J, PART I, QUESTION 1A HOUSING ALLOWANCE OR RESIDENCE FOR PERSONAL USE FATHER GARANZINI, S.J., THE PRESIDENT OF THE UNIVERSITY, IS PROVIDED WITH AN APARTMENT IN ONE OF THE UNIVERSITY'S RESIDENCE HALLS AS A WAY TO CONNECT WITH THE STUDENT BODY. SCHEDULE J, PART I, QUESTION 1A TAX INDEMNIFICATION AND GROSS-UP PAYMENTS EMILIO IODICE RECEIVED A TAX GROSS-UP PAYMENT OF $128,835 TO COVER ITALIAN TAXES, AS HE IS AN EMPLOYEE OF THE UNIVERSITY'S JOHN FELICE ROME CENTER CAMPUS IN ITALY. FORM 990, SCHEDULE J, PART 1, LINE 4A Jonathan Heintzelman received a severance payment in the amount of $95,580 during Calendar Year 2013. Additional severance in the amount of $119,483 was paid out in Calendar Year 2014. His employment with the University ended on August 21, 2013. FORM 990, SCHEDULE J, PART I, QUESTION 7 SUPPLEMENTAL COMPENSATION INFORMATION - OTHER NON-FIXED PAYMENTS SEVERAL PERSONS LISTED IN PART VII, SECTION A, LINE 1A RECEIVED PERFORMANCE BONUSES DURING CALENDAR YEAR 2013. ONE PERSON RECEIVED A PRODUCTIVITY BASED INCENTIVE BONUS. A Illinois Finance Authority 861091967 45200B2C1 2007-04-12 28980884 Refund 1997A bonds issued 7/9/97 true false false B Illinois Finance Authority 861091967 45203TET9 2008-06-04 80000000 Refund & new const; see Part VI false false false C Illinois Finance Authority 861091967 45203HHM7 2012-05-31 104526524 Refund & new const; see Part VI false false false A 1510000 2500000 28980884 0 0 0 330482 0 0 0 28650402 0 2007 true false true true B 5960000 0 80082002 0 0 0 0 0 0 45131597 34950405 0 2009 true false true true C 615000 0 104575017 0 0 17930787 391389 0 0 60492499 25760343 0 2013 false true false true A 0 B false true true true false 0 false false false true C false false true true false 0 false false false true A false false true false false false 0 false 0 false true B false false true false true false 0 false 0 false true C false false true false false false 0 false 0 false true A true B true C true FORM 990, SCHEDULE K, PART I, LINE B, COLUMN F THE 2008 NOTES REFUNDED THE 2004B BONDS ISSUED 12/2/2004 AND THE REMAINING PROCEEDS FINANCED CONSTRUCTION AND EQUIPPING OF VARIOUS EDUCATIONAL FACILITIES. FORM 990, SCHEDULE K, PART I, LINE C, COLUMN F THE 2012B BONDS REFUNDED THE 2003A BONDS ISSUED 7/16/2003 AND THE 2004A BONDS ISSUED 12/2/2004, AND THE REMAINING PROCEEDS FINANCED CONSTRUCTION AND EQUIPPING OF VARIOUS EDUCATIONAL FACILITIES. FORM 990, SCHEDULE K, PART II, LINE 3, COLUMN B THE TOTAL AMOUNT OF $80,082,002 INCLUDES THE ORIGINAL ISSUE PRICE OF $80,000,000 AND $82,002 OF INVESTMENT EARNINGS. COLUMN C: THE TOTAL AMOUNT OF $104,575,017 INCLUDES THE ORIGINAL ISSUE PRICE OF $104,526,524 AND $48,493 OF INVESTMENT EARNINGS(EXCLUDING EARNINGS IN THE REFUNDING ESCROWS). FORM 990, SCHEDULE K, PART II, LINE 8, COLUMN B ACCORDING TO LINE 25 OF FORM 8038 FILED FOR THE 6/4/2008 BOND ISSUANCE,$856,473.61 OF BOND PROCEEDS WERE ALLOCATED TO CREDIT ENHANCEMENT FEES. HOWEVER, THESE PROCEEDS WERE ULTIMATELY USED FOR CONSTRUCTIONS COSTS. THEREFORE, THIS AMOUNT IS REPORTED ON SCHEDULE K, PART II, LINE 10 INSTEAD OF ON SCHEDULE K, PART II, LINE 8. FORM 990, SCHEDULE K, PART III, LINE 3B, COLUMN B & C THE UNIVERSITY HAS A CONTRACT POLICY THAT REQUIRES REVIEW OF CERTAIN CONTRACTS BY THE UNIVERSITY'S FINANCE AND LEGAL DEPARTMENTS. MANAGEMENT AND SERVICE CONTRACTS RELEVANT TO THE BOND-FINANCED FACILITIES AND ENTERED INTO PURSUANT TO THE POLICY HAVE BEEN REVIEWED BY OUTSIDE COUNSEL AND DETERMINED TO HAVE MET THE SAFE HARBOR UNDER REV PROC 97-13. FORM 990, SCHEDULE K, PART III, LINE 3C, COLUMN B & C ALTHOUGH CERTAIN RESEARCH CONTRACTS "MAY" GIVE RISE TO PRIVATE USE, ALL RESEARCH FACILITIES IN THE PARTIALLY BOND-FINANCED BUILDINGS WERE FUNDED WITH EQUITY AT THE TIME OF THE BOND ISSUANCE. FORM 990, SCHEDULE K, PART III, LINES 4-6, COLUMNS B AND C ANTICIPATED PRIVATE USE WAS CARVED OUT OF THE BOND FINANCING AND FUNDED WITH EQUITY AT THE TIME OF THE DEBT ISSUANCE. ROBERT D KELLY OFFICER PURCHASE OF HOME X 100000 109122 false false true 109122 BRIAN LYNCH FAMILY MEMBER OF TRUSTEE 1000 EMPLOYMENT false BRIDGET KELLY SPOUSE OF OFFICER 75373 EMPLOYMENT false CECILIA RODRIGUEZ SPOUSE OF TRUSTEE 81148 EMPLOYMENT false SCHEDULE L, PART IV BUSINESS TRANSACTIONS WITH INTERESTED PERSONS BRIAN LYNCH, SON OF PATRICK LYNCH, TRUSTEE, IS EMPLOYED BY THE REPORTING ORGANIZATION. MR. LYNCH HAS NO DIRECT CONTROL OVER HIS COMPENSATION. BRIDGET KELLY, WIFE OF ROBERT KELLY, VP FOR STUDENT DEVELOPMENT, IS EMPLOYED BY THE REPORTING ORGANIZATION. MR. KELLY HAS NO DIRECT CONTROL OVER HER COMPENSATION. CECILIA RODRIGUEZ, WIFE OF RICHARD RODRIGUEZ, TRUSTEE, IS EMPLOYED BY THE REPORTING ORGANIZATION. MR. RODRIGUEZ HAS NO DIRECT CONTROL OVER HER COMPENSATION. X 16 664299 OPINIONS OF EXPERTS X 2394 COST/ SELLING PRICE X 677 COST/ SELLING PRICE X 125 9163690 COST/ SELLING PRICE X 4 538 COST/ SELLING PRICE X 18 7633 COST/ SELLING PRICE X 1 6660 OPINIONS OF EXPERTS X MISCELLANEOUS 36 17058 COST/ SELLING PRICE X SPORTING EVENT TICKETS 12 7164 COST/ SELLING PRICE X GIFT CERTIFICATES 19 2004 COST/ SELLING PRICE 2 false true true FORM 990, SCHEDULE M, PART I, COLUMN B THE NUMBER OF CONTRIBUTIONS IS BEING REPORTED IN COLUMN B. FORM 990, SCHEDULE M, PART 1, LINE 9 SECURITIES - PUBLICLY TRADED DURING FY2014, LOYOLA UNIVERSITY OF CHICAGO RECEIVED SECURITIES IN THE AMOUNT OF $4,961,392 AS FULFILLMENT OF A PREVIOUSLY RECORDED PLEDGE DURING FY2012. SCHEDULE M, PART I, LINE 32B THIRD PARTY PROCESSING OF CONTRIBUTIONS THE UNIVERSITY MAINTAINS BROKERAGE RELATIONSHIPS TO FACILITATE THE PROCESSING AND SELLING OF SECURITIES RECEIVED FROM DONORS. FORM 990, PART I, LINE 1 ORGANIZATION'S MISSION WE ARE ONE OF THE NATION'S LARGEST JESUIT, CATHOLIC UNIVERSITIES WITH 16,000 UNDERGRADUATE, GRADUATE, AND DOCTORAL STUDENTS. WE WORK TO EXPAND KNOWLEDGE THROUGH LEARNING, JUSTICE, AND FAITH. FORM 990, PART VI, LINE 2 FAMILY OR BUSINESS RELATIONSHIPS NIRANJAN S. SHAH, TRUSTEE, AND SMITA N. SHAH, TRUSTEE, HAVE A FAMILY RELATIONSHIP. FORM 990, PART VI, LINE 11B PROCESS USED TO REVIEW THE FORM 990 THE SENIOR TAX ANALYST WORKS WITH A PUBLIC ACCOUNTING FIRM TO COMPLETE A DRAFT FORM 990. THIS IS THEN REVIEWED IN DETAIL BY THE CONTROLLER AND THE ACCOUNTING FIRM'S MANAGEMENT TEAM. THE DRAFT FORM IS THEN REVIEWED BY THE SENIOR VICE PRESIDENT FOR FINANCE AND CFO FOR ANY ADDITIONAL COMMENTS. ONCE A FINAL DRAFT VERSION OF THE FORM 990 HAS BEEN PRODUCED, IT IS THEN REVIEWED BY THE AUDIT COMMITTEE OF THE BOARD OF TRUSTEES. THE FINAL COMPLETE VERSION OF THE FORM 990 IS THEN DISTRIBUTED VIA THE BOARD OF TRUSTEES SECURE WEBSITE TO ALL VOTING MEMBERS OF THE BOARD OF TRUSTEES PRIOR TO ITS FILING. FORM 990, PART VI, LINE 12C MONITORING AND ENFORCEMENT OF COMPLIANCE WITH CONFLICT OF INTEREST POLICY EACH YEAR, THE CONFLICT OF INTEREST POLICY IS UPDATED AS NECESSARY AND DISTRIBUTED TO ALL CURRENT OFFICERS, DIRECTORS, TRUSTEES, AND KEY EMPLOYEES, ALONG WITH A CONFLICT OF INTEREST DISCLOSURE STATEMENT. EVERY EFFORT IS MADE TO OBTAIN COMPLETED AND SIGNED DISCLOSURE STATEMENTS FROM ALL THOSE TO WHOM IT WAS DISTRIBUTED. FORM 990, PART VI, LINE 15 PROCESS FOR DETERMINING COMPENSATION EXECUTIVE COMPENSATION HAS BEEN DOCUMENTED AND DISCUSSED AT LEAST ANNUALLY AT A COMPENSATION SUB-COMMITTEE OF THE EXECUTIVE COMMITTEE OF THE BOARD OF TRUSTEES. THE HUMAN RESOURCES DEPARTMENT OF THE UNIVERSITY PREPARES COMPARATIVE AND HISTORICAL INFORMATION FOR THE SUB-COMMITTEE TO REVIEW FOR EACH OF THE FOLLOWING POSITIONS: PRESIDENT, PROVOSTS AND VICE-PRESIDENTS. THE INFORMATION PROVIDED INCLUDES A SALARY HISTORY, AN ANNUAL TOTAL COMPENSATION TALLY SHEET, A DETAILED COMPARISON OF COMPENSATION TO OTHER PEER INSTITUTIONS INCLUDING MEMBERS OF THE ASSOCIATION OF JESUIT COLLEGES AND UNIVERSITIES (AJCU) AS WELL AS OTHER DOCTORAL INSTITUTIONS OF COMPARABLE SIZE. MOST OF THE COMPENSATION DATA COMES FROM THE COLLEGE AND UNIVERSITY PROFESSIONAL ASSOCIATION - HUMAN RESOURCES (CUPA-HR) ANNUAL SALARY SURVEY. PRIOR TO THE MEETING, THE CHAIRMAN OF THE BOARD OF TRUSTEES REVIEWS THE COMPENSATION DATA, ASSESSES PERFORMANCE, AND PROPOSES COMPENSATION FOR THE PRESIDENT. THESE PROPOSALS, ALONG WITH THE COMPARABILITY DATA, ARE THEN REVIEWED, DISCUSSED AND APPROVED AT THE COMPENSATION SUB-COMMITTEE MEETING. ADDITIONALLY, A SUMMARY REPORT OF THIS DATA AND COMPENSATION DECISIONS WILL BE MADE TO THE FULL BOARD OF TRUSTEES. THE HUMAN RESOURCES DEPARTMENT DOCUMENTS ALL OF THE APPROVALS AND DECISIONS MADE DURING ANY COMPENSATION SUB-COMMITTEE MEETINGS, RETAINS A COPY OF REPORTS IN ITS FILES, AND PROCESSES ANY AND ALL CHANGES. FORM 990, PART VI, LINE 19 AVAIL OF GOV DOCS, CONFLICT OF INTEREST POLICY, & FIN STMTS TO GEN PUBLIC THE CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE MADE AVAILABLE TO THE PUBLIC VIA THE UNIVERSITY'S WEBSITE. GOVERNING DOCUMENTS ARE AVAILABLE UPON REQUEST. FORM 990, PART VII, SECTION A, LINE 1A OFFICERS, DIRECTORS, TRUSTEES, KEY EMPLOYEES, & HIGHEST PAID EMPLOYEES Father Michael J. Garnazini, S.J. is a member of the Society of Jesus and has taken a vow of poverty. During calendar year 2013 the University paid compensation and benefits in the amount of $644,751 to the Society of Jesus, the founders of Loyola University of Chicago, for his services. Richard Rodriguez, Trustee, received compensation during Calendar Year 2013 for his services as a part time faculty member. FORM 990, PART XI, LINE 9 OTHER CHANGES IN NET ASSETS ROME CENTER EXCHANGE RATE GAIN/LOSS $ 520,049 CHANGES IN POST RETIREMENT BENEFIT $(4,500,499) LOSS ON PROPERTY DISPOSALS $( 291,207) ___________ TOTAL $(4,271,657) MUNDELEIN COLLEGE 820 N MICHIGAN CHICAGO IL 60611 362179799 EDUCATION IL 501(c)(3) 2 LUC true KRASA FAMILY TRUST PO BOX 803878 CHICAGO IL 60680 366828217 SUPPORT LUC IL 501(c)(3) 11 NA true LOYOLA ROME CENTER FOUNDATION VIA MASSIMI 114/A ROME IT 999999999 SUPPORT IT 501(c)(3) LUC true false false true false false false false false false false false false false false false false false false false KRASA FAMILY TRUST c 209543 CASH