2014-05-12T14:06:05-05:00 2013-06-30 ERNST & YOUNG US LLP 111 MONUMENT CIRCLE STE 4000 INDIANAPOLIS IN 46204 990 2012-07-01 361408475 Loyola University of Chicago % ANDREA SABITSANA CONTROLLER LOYO 3129158722 820 N Michigan Avenue Suite Chicago IL 606112147 William Laird 2014-05-07 3176817000 2012 2015-11-30 17:44:51Z Michael J Garanzini SJ Pres CEO 820 N Michigan Ave Chicago IL 60611 780341860 false X www.luc.edu X 1909 IL 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. 37 35 8004 308 408381 114127573 80389664 530904928 546748806 25257308 31358880 6562999 5443151 676852808 663940501 135059420 139852557 0 0 268145146 285369370 45597 52692 11780056 168936233 182028208 572186396 607302827 104666412 56637674 1974949340 2024749090 805118616 767351921 1169830724 1257397169 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 450815752 133894863 498549152 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. 47951000 4945794 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. 44890000 1011900 50740252 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. 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Trinity Health 611710 22725000 22725000 Other education and general 611710 13568948 13568948 546748806 14648464 -102392 14750856 39605 39605 2096554 2096554 9609851 6551245 3058606 0 3058606 3058606 125533685 108862874 16670811 16670811 16670811 331900 852614 968240 -636340 -636340 28119 19000 9119 9119 0 Interest on Student Loans 611600 404439 404439 CONFERENCE SERVICES 532000 -52528 -52528 FITNESS CENTER 713940 552845 552845 10456 10456 915212 663940501 549289404 408381 33853052 3765518 3765518 134906763 134906763 1180276 1180276 0 5414296 1486871 3527382 400043 80151 80151 218292178 191282420 20944373 6065385 18761943 15958993 2204167 598783 27889958 23984389 3063575 841994 14930844 13432718 1243440 254686 0 659036 59232 599804 596146 596146 0 52692 52692 1912635 1912635 22583395 20102062 2263970 217363 3829706 1862589 1697175 269942 25754427 23612596 1328984 812847 9789570 5278297 4346270 165003 65806 65806 15102601 13687215 1254996 160390 2642612 2438179 46503 157930 0 7354260 6756875 348641 248744 16878083 15005923 1542438 329722 0 44080974 40557673 3047880 475421 2262675 1688761 480880 93034 Institutional Support 5566679 4708565 312118 545996 Operations and Maintenance 6530903 6114103 344402 72398 Auxiliary 7788533 7681570 93822 13141 Sponsored Research 2926542 2926542 5703625 5112816 586267 4542 607302827 543656752 51866019 11780056 20331 20807 345786252 173196722 51697512 33773025 21491829 17878534 108892 108892 0 0 21854118 21633439 15710 9639 10149865 6960002 1462529101 433161145 912438351 1029367956 255711987 331125506 213333884 276418972 0 0 0 0 142340609 134255596 1974949340 2024749090 87663957 65790815 0 0 49503744 44612013 206152159 202266379 1222312 1215349 0 0 12222748 12338884 375489618 370060755 72864078 71067726 805118616 767351921 X 863339592 937429182 167558497 172469964 138932635 147498023 1169830724 1257397169 1974949340 2024749090 X 56637674 28474171 2454600 X false true X true true true X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED false true false false false false true 222891 false false 222891 false LOBBYING ACTIVITY SCHEDULE C, PART II-B, LINE 1 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 2013, 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 1 false 10.00 925 1113460 17301395 X X X X X SEE PART XIV false false true 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 372525616 17395761 -99061253 3516709 7162632 1307658 278873125 0.49000 0.28000 0.23000 false false 47110059 126975382 174085441 54209861 942298384 333670143 662838102 938583 40424188 24119517 17243254 275439 111533417 59017329 52791527 138763788 16354156 122409632 1029367956 Marketable Equity Investments 128616928 F Private Equity Investments 41232872 F Fixed Income Investments 64955561 F Real Estate 41613611 F 276418972 Receivable from Trinity Health 75000000 INTEREST HELD PERPETUAL TRUST 10289239 BENEFICIAL INTEREST TRUST 561390 Gift Property 1201051 LUC/TRINITY HEALTH ESCROW 20003672 IFA '12 TAX EXEMPT BOND ESCROW 8479385 LAND HELD FOR SALE 18720860 134255596 0 COND. ASSET RETIREMENT OBLIGATION 2824606 Refundable Advances - Loans 18818134 Pension and Other Post Retirement 49424986 71067726 Conservation Easements Schedule D, Part II, Question 5, 6, 7 and 9 Loyola University Chicago has two properties listed on the National Register of Historic Places: The Mundelein Center (formerly known as the Mundelein College Skyscraper) and the 14-16 East Pearson building. Further, 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. Description and purpose of organization's art collections Schedule D, Part III, Question 4 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. Balance Sheet Escrow Liabilities explanation Schedule D, Part IV, Question 2b 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. Intended uses of Endowment Funds Schedule D, Part V, Question 4 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, LINE 3 On Monday, May 20, 2013 the University published an advertisement in the Chicago Tribune, a widely read newspaper in the community. This year's advertisement was titled "Diversity in Thought. Diversity in Faith. Diversity in Practice." SCHEDULE E, LINE 6A A number of federal, state and local agencies issue grants and contracts to the University for research, training and general educational support. true Central America and the Caribbean Grantmaking 73041 East Asia and the Pacific Grantmaking 36501 Europe (including Iceland and Greenland) Grantmaking 95406 Middle East and North Africa Grantmaking 82624 North America Grantmaking 8570 Sub-Saharan Africa Grantmaking 169494 Europe (including Iceland and Greenland) 1 64 Program Services Study Abroad Programs 7199318 Central America and the Caribbean Program Services Study Abroad Programs 24186 South America Program Services Study Abroad Programs 142034 Middle East and North Africa Program Services Study Abroad Programs 39888 East Asia and the Pacific 1 3 Program Services Study Abroad Programs 515019 Europe (including Iceland and Greenland) Program Services Board of Trustees Meet 41422 Central America and the Caribbean Program Services INT'L IMMERSION PRGM. 351359 East Asia and the Pacific Program Services INT'L IMMERSION PRGM. 40251 Europe (including Iceland and Greenland) 1 Program Services FACULTY RESEARCH 405170 Middle East and North Africa 4 Program Services Entrepreneurship PRGM. 59218 North America Program Services Faculty Research 4466 South America Program Services INT'L IMMERSION PRGM. 53453 South Asia Program Services Faculty Research 1217 Sub-Saharan Africa Program Services INT'L IMMERSION PRGM. 63598 Central America and the Caribbean Investments Foreign Investments 35430323 2 72 2 72 9287967 35548591 44836558 East Asia and the Pacific BEIJING Center Support 30000 WIRE TRSFR. Sub-Saharan Africa Research on the variation in Severity of Sickle Cell Disease among the Yorubas 54660 WIRE TRSFR. Europe (Including Iceland and Greenland) Treatment for bipolar depression 38000 WIRE TRSFR. East Asia and the Pacific Water quality criteria and testing model 6501 WIRE TRSFR. Sub-Saharan Africa METS: Energy Obesity and Diabetes 57324 WIRE TRSFR. Middle East and North Africa Local governance, citizenship and democracy 82624 WIRE TRSFR. North America Genetics of Hypertension in Blacks research 8570 WIRE TRSFR. Sub-Saharan Africa Malaria transmission blocking immunity 14310 WIRE TRSFR. Europe (Including Iceland and Greenland) METS: Energy Obesity and Diabetes 32406 WIRE TRSFR. Sub-Saharan Africa Modeling the Epidemiologic Transition research 43200 WIRE TRSFR. Central America and the Caribbean Modeling the Epidemiologic Transition research 73041 WIRE TRSFR. Europe (Including Iceland and Greenland) Conferences in the Centre for Catholic Studies 25000 WIRE TRSFR. 11 1 Fellowship Europe (Including Iceland and Greenland) 14 207152 WIRE TRSFR. Scholarship Europe (Including Iceland and Greenland) 15 525962 WIRE TRSFR. true false true false true false Organization's Procedures for Monitoring Use of Grant Funds Outside the US Schedule F, Part 1, Question 2 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. Description of how expenditures are reported Schedule F, Part I, Line 3, Column (f) 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. Method used to account for cash grants in Part II Schedule F, 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 Cambell Company Training false 19144 Ter Molen Watkins Brandt Consulting false 17362 Blackbaud Inc Fundraising false 9750 Robert Cummings Fundraising false 6436 52692 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 525554 409054 116500 160193 198233 13647 54593 FOUNDER DINNER 444650 368050 76600 130561 111345 1804 27810 2 214310 75510 138800 94363 155194 9810 10687 1184514 852614 331900 385117 464772 25261 93090 968240 -636340 28119 18200 800 28119 18200 800 19000 9119 IL true false false false 1.00000 Andrea C Sabitsana false Richard Williams Director of Speci Organized raffle X false Amounts paid to consultants for fundraising, training and consulting Form 990, Schedule G, Part I, Line 2b During fiscal year 2013, the University spent $52,692.18 for training and consulting services related to fundraising. These services did not provide direct fundraising receipts but instead provided general training and guidance to employees of the University working in the area of fundraising. true Adler Planetarium Chicago 1300 SLake Shore Dr Chicago IL 60605 366210902 501 (c)(3) 9658 Promoting an understanding of science, sustainability & service in classrooms & with families Black Men's Xchange National 1396 Falls River Dr Conyers GA 30013 272330266 501 (c)(3) 84224 Research to evaluate locally developed HIV prevent RELATED TO REDEVELOPMENT. Cares 5000 S Fifth Ave Hines IL 60141 363334177 501 (c)(3) 18500 Health services research Case Western Reserve University 10900 Euclid Avenue Cleveland OH 44106 341018992 501 (c)(3) 31906 Develop statistical methods Children's Hospital Boston PO Box 414413 Boston MA 02241 042774441 501 (c)(3) 10433 Research on the genetics of Hypertension in Blacks BLACKS. Cornell University 341 Pine Tree Road Ithaca NY 14850 150532082 501 (c)(3) 11084 Race related stressors, identity and mental health Depaul University 1 East Jackson Blvd Chicago IL 60604 362167048 501 (c)(3) 20755 Migration and immigrant integration research Drexel University 3201 Arch St Philadelphia PA 19104 231352630 501 (c)(3) 33758 Obesity research Health And Medicine Policy Research Group 29 E Madison Suite 602 Chicago IL 60602 363143826 501 (c)(3) 10000 Schweitzer Fellowship Hematology Oncology Consultants 100 Spalding Drive Naperville IL 60540 363082580 5320 Breast cancer therapy research Hines Va Hospital PO Box 1490 Hines IL 60141 363767770 170(c)(1) 99359 Molecular Pharmacology, Therapeutics & Neuroscience research Illinois Institute Of Technology 3300 S Federal St Chicago IL 60616 362170136 501 (c)(3) 49841 Cardiovascular research Indiana University PO Box 66057 Indianapolis IN 46266 356001673 170(c)(1) 158415 Chemokine-mediated modulation of opioid induced pain research Lawrence Livermore National Laboratory PO Box 5516 Livermore CA 94551 205624386 501 (c)(3) 333824 Anthrax vaccination research Lift Inc 1620 I ST NW 820 Washington DC 20006 522168409 501 (c)(3) 25000 Platinum sponsorship for the LIFT LOCAL 2013 dinner Los Alamos National Laboratory PO Box 1663 Los Alamos NM 87545 203104541 170(c)(1) 17694 Integration of HCV molecular virology and mathematical modeling Loyola University Medical Center 2160 South First Avenue Maywood IL 60153 363342448 501 (c)(3) 15003 HOSPITAL 5K Medical University Of South Carolina 19 Hagood Ave STE 303 Charleston SC 29425 576000722 170(c)(1) 1133619 Modulating tolerance in a spontaneous mouse research model Michigan State University 301 Admin BLDG East Lansing MI 48824 386005984 170(c)(1) 236555 Sexuality in adolescences research Midwestern University 555 31st Street Downers Grove IL 60515 363377698 501 (c)(3) 12979 Burn trauma & infection Naval Surface Warfare Center 17632 Dahlgren Rd Dahlgren VA 22448 520592178 170(c)(1) 157281 Bio-threat agent research North Dakota State University PO Box 6050 Fargo ND 58108 456002439 170(c)(1) 9933 Modern methods in calculus of variations research Northwestern University 633 Clark Street Evanston IL 60208 322167817 501 (c)(3) 15391 Modeling obesity through simulation Oregon State University PO Box 1086 Corvalis OR 97331 481278540 170(c)(1) 55987 Restoring Wetland Biodiversity Purdue University 401 S Grant St West Lafayette IN 47907 356002041 170(c)(1) 421361 Mechanisms of viral proteases research Research Foundation Of State Of University Of New 230 W 41st St 7th Fl New York NY 74906 131988190 501 (c)(3) 87597 Influence of oyster restoration research Rush University Medical Center 1725 W Harrison Chicago IL 60612 362174823 501 (c)(3) 37000 Oral HIV vaccine research University Of Illinois At Chicago 1737 West Polk St Chicago IL 60612 376000511 170(c)(1) 69829 Teachers training & HIV research University Of Iowa Acct B5 Jessup Hall Iowa City IA 52242 426004813 170(c)(1) 6628 Entry & pathogenesis of corona viruses research University Of New Mexico MSC 05 3180-1 Albuquerque NM 87131 856000642 170(c)(1) 34209 Motivational interviewing University Of North Carolina At Chapel Hill 104 Airport Drive Chapel Hill NC 27599 566001393 170(c)(1) 19109 Mechanical ventilation research University Of Notre Dame 940 Grace Hall Notre Dame IN 46556 350868188 501 (c)(3) 11927 Prey availability for nesting Blackbirds on the Copper River University Of Wisconsin - Madison 21 N Park StSte 6401 Madison WI 53715 396006492 170(c)(1) 60644 Mechanical ventilation research American Quality Schools Corp 850 West Jackson PO BOX 1086 Chicago IL 60607 364298732 501 (c)(3) 14825 Federal Work Study Reimbursement Ann & Robert H Lurie Children's Hospital 225 E Chicago Ave Chicago IL 60611 362170833 501 (c)(3) 9579 Federal Work Study Reimbursement Asian Human Services 4753 North Broadway 700 Chicago IL 60640 363698770 501 (c)(3) 23356 Federal Work Study Reimbursement Better Boys Foundation 1512 S Pulaski Chicago IL 60623 362484473 501 (c)(3) 6805 Federal Work Study Reimbursement Centro Romero 6216 North Clark Street Chicago IL 60660 363517408 501 (c)(3) 10845 Federal Work Study Reimbursement Chicago House and Social Service Agency 1925 North Clybourn 401 Chicago IL 60614 363376432 501 (c)(3) 5436 Federal Work Study Reimbursement Chicago Jewish Day School 5959 N Sheridan Road Chicago IL 60660 364437180 501 (c)(3) 8666 Federal Work Study Reimbursement Chicago Public Schools 640 W Scott Street Chicago IL 60610 366005821 170(c)(1) 12106 Federal Work Study Reimbursement CircEsteem 4730 N Sheridan Road Chicago IL 60640 360050649 501 (c)(3) 10587 Federal Work Study Reimbursement FEMI Memorial Outreach Fund 5875 N Lincoln Ave Chicago IL 60659 030549622 501 (c)(3) 9394 Federal Work Study Reimbursement Hamdard Center 1542 West Devon Avenue Chicago IL 60660 363917885 501 (c)(3) 19719 Federal Work Study Reimbursement Housing Opportunities for Women 1607 W Howard St Chicago IL 60626 363263818 501 (c)(3) 19748 Federal Work Study Reimbursement Indo American Center 6328 N California Ave Chicago IL 60659 363689665 501 (c)(3) 13830 Federal Work Study Reimbursement Instituto Health Sciences Career Academy 2520 S Western Avenue Chicago IL 60608 271488618 501 (c)(3) 9523 Federal Work Study Reimbursement Living Works 6808 N Ashland Blvd Chicago IL 60626 363946012 501 (c)(3) 15363 Federal Work Study Reimbursement McGaw YMCA 1000 Grove Street Evanston IL 60201 362169194 501 (c)(3) 14135 Federal Work Study Reimbursement Muslim Women Resource Center 6349 N Western Avenue Chicago IL 60659 680489248 501 (c)(3) 5231 Federal Work Study Reimbursement National Runaway Switchboard 3080 North Lincoln Avenue Chicago IL 60657 362726331 501 (c)(3) 5478 Federal Work Study Reimbursement Office of Catholic Schools 835 North Rush Street Chicago IL 60611 362170826 501 (c)(3) 20138 Federal Work Study Reimbursement Sacred Heart Schools 6250 North Sheridan Chicago IL 60660 362170839 501 (c)(3) 28054 Federal Work Study Reimbursement United Church of Rogers Park 1545 W Morse Ave Chicago IL 60626 362677402 501 (c)(3) 8021 Federal Work Study Reimbursement Youth Organizations Umbrella Inc 1027 Sherman Avenue Evanston IL 60202 362734966 501 (c)(3) 51770 Federal Work Study Reimbursement 39 16 Scholarships to Individuals 10767 134151337 Fellowships 148 755426 Form 990, Schedule I Description of Organization's Procedures for Monitoring the Use of Grants 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 false false false false false false false true false Pamela G Costas 188507 0 10000 0 426 0 20104 0 9294 0 228331 0 0 0 Richard L Gamelli MD 632125 0 0 3564 0 23375 0 16974 0 676038 0 0 0 Philip D Hale 173225 0 0 600 0 19865 0 15640 0 209330 0 0 0 Jonathan R Heintzelman 276312 0 0 3980 0 27750 0 15874 0 323916 0 0 0 Emilio Iodice 194988 0 0 113372 0 15784 0 1955 0 326099 0 0 0 Eric C Jones 177504 0 10000 0 272 0 16573 0 22749 0 227098 0 0 0 Robert D Kelly 226169 0 0 357 0 18598 0 15472 0 260596 0 0 0 Thomas M Kelly 236292 0 0 575 0 24581 0 20333 0 281781 0 0 0 William G Laird 309311 0 15000 0 6163 0 24595 0 19057 0 374126 0 0 0 Wayne Magdziarz 270258 0 0 5258 0 24668 0 12858 0 313042 0 0 0 Susan Malisch 256288 0 5000 0 618 0 25000 0 10926 0 297832 0 0 0 Ellen Kane Munro 250063 0 0 3089 0 27750 0 17619 0 298521 0 0 0 John P Pelissero 307200 0 0 0 2208 0 27750 0 20548 0 357706 0 0 0 Kelly Shannon 186380 0 50 0 673 0 22308 0 25921 0 235332 0 0 0 Linda Brubaker MD 341669 0 0 0 2472 0 23913 0 28324 0 396378 0 0 0 Kathleen A Getz 276378 0 0 0 1031 0 25000 0 22579 0 324988 0 0 0 Pieter DeTombe 312271 0 0 0 2255 0 27750 0 58971 0 401247 0 0 0 Richard Kennedy 307414 0 0 0 3322 0 27750 0 15930 0 354416 0 0 0 Porter Moser 321754 0 0 0 532 0 25000 0 23038 0 370324 0 0 0 Tarun Patel 315433 0 0 0 2204 0 27750 0 9230 0 354617 0 0 0 David Yellen 393226 0 0 0 2322 0 27750 0 64187 0 487485 0 0 0 Abolhassan Jalilvand 213501 0 0 0 2257 0 20599 0 25577 0 261934 0 0 0 FRANCIS FENNELL JR 175031 0 2447 20858 16181 214517 Housing Allowance or Residence for Personal Use SCHEDULE J, PART I, QUESTION 1A FATHER GARANZINI, S.J., THE PRESIDENT OF THE UNIVERSITY, IS PROVIDED WITH A RESIDENCE HALL ROOM AT THE LAKE SHORE CAMPUS. THIS ROOM IS FOR HIS USE WHEN HE IS ON CAMPUS AS A WAY TO CONNECT WITH THE STUDENT BODY. Tax Indemnification and Gross-up Payments SCHEDULE J, PART I, QUESTION 1A Emilio Iodice received a tax gross-up payment of $111,101 to cover Italian taxes, as he is an employee of the University's John Felice Rome Center Campus in Italy. Supplemental Compensation Information - Other non-fixed payments SCHEDULE J, PART I, QUESTION 7 Several persons listed in Part VII, Section A, Line 1a received performance bonuses during calendar year 2012. A Illinois Finance Authority 861091967 45200B2C1 2007-04-12 28980884 REFUND 1997A BONDS ISSUED 7/9/97 false false false B Illinois Finance Authority 861091967 45203TAC0 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 1230000 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 0 0 104566280 0 0 41739951 391389 0 0 52004378 1951178 8479384 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 true false false 0 false 0 false true B false false true true 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 2008 BOND, DESCRIPTION OF PURPOSE 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. 2012 BOND, DESCRIPTION OF PURPOSE Robert D Kelly OFFICER purchase of house X 100000 108892 false false true 108892 NA N/A 10000 Scholarship Tuition Assistance BRIDGET KELLY SPOUSE OF OFFICER 79601 Employment false CECILIA RODRIGUEZ SPOUSE OF TRUSTEE 80151 EMPLOYMENT false Loans To/From Interested Persons Form 990, Schedule L, Part II During Fiscal year 2013, interest was accrued and received FOR THE SAME AMOUNT on Robert Kellys loan; therefore, the loan amount remains unchanged from the prior year. Business Transactions with interested persons Form 990, Schedule L, Part IV 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. HER EMPLOYMENT BEGAN PRIOR TO MR. RODRIGUEZ'S APPOINTMENT AS TRUSTEE. MR. RODRIGUEZ HAS NO DIRECT CONTROL OVER HER COMPENSATION. X 12 1113460 opinions of experts X 10040 COST/SELLING PRICE X 9083 COST/SELLING PRICE X 1 15500 COST/SELLING PRICE X 55 9559736 COST/SELLING PRICE X 1 500000 SALE OF COMP. PROP. X 12 2705 COST/SELLING PRICE X 80 25489 COST/SELLING PRICE X 2 7249 opinions of experts X Other - Miscellaneous 250 73751 cost/selling price 3 false true true THIRD PARTY PROCESSING OF CONTRIBUTIONS SCHEDULE M, LINE 32B THE UNIVERSITY MAINTAINS BROKERAGE RELATIONSHIPS TO FACILITATE THE PROCESSING AND SELLING OF SECURITIES RECEIVED FROM DONORS. Organizations that may receive deductible contributions under sect. 170(c) Part V - Question 7h During Fiscal year 2013, Loyola University of Chicago received a donation of a brand new car from an automobile dealership. An agreement was signed between the dealership and Loyola University of Chicago that stated the model of the vehicle being donated, its fair market value, and its intended use as a grand prize for a raffle. Voting Members of the Governing Body Form 990, Part VI, Question 1 During fiscal year 2013, the terms of 15 voting members of the governing body came to an end. The voting members with expiring terms were replaced by new voting members of the governing body. Family or Business Relationship Form 990, Part VI, Question 2 William J. Hank, trustee, and Cynthia Hank Stark, trustee, have a family relationship. Describe the Process used by Management &/or Governing Body to Review 990 Form 990, Part VI, Question 11 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. Description of Process to Monitor Transactions for Conflicts of Interest Form 990, Part VI, Question 12c 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. Offices & Positions for Which Process was Used, & Year Process was Begun Form 990, Part VI, Question 15a, 15b 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. Avail of Gov Docs, Conflict of Interest Policy, & Fin Stmts to Gen Public Form 990, Part VI, Question 19 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. Officers, Directors, Trustees, Key Employees, & Highest Paid Employees Form 990, Part VII, Section A, Line 1a Father Michael J. Garanzini, S.J. is a member of the Society of Jesus and has taken a vow of poverty. During calendar year 2012 The University paid compensation and benefits in the amount of $635,601 to the Society of Jesus, the founders of Loyola University Chicago, for his services. Other Changes in Net Assets or Fund Balances Form 990, Part XI, Line 5 Rome Center Exchange Rate Gain/loss $518,956 CHANGES IN POST RETIREMENT BENEFIT $5,218,914 LOSS ON PROPERTY DISPOSALS $(2,802,951) LOSS ON BOND REFUNDING $(480,319) ______________ TOTAL $1,935,644 Mundelein College 820 N Michigan Avenue 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 true true false false false false false false false false false false false false false false false false Loyola Rome Center Foundation B 432668 CASH Krasa Family Trust C 210455 Cash