LOYOLA MARYMOUNT UNIVERSITY: Form 990, tax year 2011
View the entire original 990 at ProPublica ↗
- Organization
- LOYOLA MARYMOUNT UNIVERSITY (EIN 95-1643334)
- Tax period
- 2011-06-01 to 2012-05-31
- Filed
- 2013-04-15
- IRS object ID
- 201301059349300815
- Schema version
- 2011v1.5
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule B
- Schedule C
- Schedule D
- Schedule E
- Schedule F
- Schedule G
- Schedule I
- Schedule J
- Schedule K
- Schedule L
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2013-04-15T16:06:17-05:00 | Timestamp |
| Tax Period End Date | 2012-05-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PricewaterhouseCoopers LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 125 High Street | AddressLine1 |
| City | Boston | City |
| State | MA | State |
| ZIP Code | 02110 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2011-06-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 951643334 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Loyola Marymount University | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of Name | % THOMAS O FLEMING JR SVP/CFO | InCareOfName |
| Name Control | LOYO | NameControl |
| Phone | 3103382714 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1-LMU Drive U-Hall | AddressLine1 |
| City | Los Angeles | City |
| State | CA | State |
| ZIP Code | 90045 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | THOMAS O FLEMING JR | Name |
| Title | CFO/SVP | Title |
| Date Signed | 2013-04-15 | DateSigned |
| Authorize Third Party | true | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 6175305000 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2011 | TaxYear |
| Build TS | 2016-03-07 17:11:31Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | Mr Thomas O Fleming Jr CFOSVP | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1-LMU DRIVE U-HALL 4900 | AddressLine1 |
| City | LOS ANGELES | City |
| State | CA | State |
| ZIP Code | 90045 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 470901455 | GrossReceipts |
| Group Return For Affiliates | false | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | www.lmu.edu | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1918 | YearFormation |
| State Legal Domicile | CA | StateLegalDomicile |
| Activity Or Mission Description | LOYOLA MARYMOUNT UNIVERSITY MAINTAINS A THREE-FOLD MISSION: 1) THE ENCOURAGEMENT OF LEARNING, 2) THE EDUCATION OF THE WHOLE PERSON, AND 3) THE SERVICE OF FAITH AND THE PROMOTION OF JUSTICE. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 44 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 40 | NbrIndependentVotingMembers |
| Total Nbr Employees | 7644 | TotalNbrEmployees |
| Total Nbr Volunteers | 1 | TotalNbrVolunteers |
| Total Gross UBI | 2584920 | TotalGrossUBI |
| Contributions Grants Prior Year | 39426882 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 33647177 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 341951209 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 358315377 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 21804517 | InvestmentIncomePriorYear |
| Investment Income Current Year | 13618256 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 641992 | OtherRevenuePriorYear |
| Other Revenue Current Year | -256454 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 403824600 | TotalRevenuePriorYear |
| Total Revenue Current Year | 405324356 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 77762659 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 79034689 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 185670845 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 194985646 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 12375 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 9932467 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 104447966 | OtherExpensePriorYear |
| Other Expenses Current Year | 109271395 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 367893845 | TotalExpensesPriorYear |
| Total Expenses Current Year | 383291730 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 35930755 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 22032626 | RevenuesLessExpensesCY |
| Total Assets BOY | 1085790357 | TotalAssetsBOY |
| Total Assets EOY | 1065538694 | TotalAssetsEOY |
| Total Liabilities BOY | 278796935 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 274881532 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 806993422 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 790657162 | NetAssetsOrFundBalancesEOY |
| Info In Schedule O Part III | X | InfoInScheduleOPartIII |
| Mission Description | LOYOLA MARYMOUNT UNIVERSITY MAINTAINS A THREE-FOLD MISSION: 1) THE ENCOURAGEMENT OF LEARNING, 2) THE EDUCATION OF THE WHOLE PERSON, AND 3) THE SERVICE OF FAITH AND THE PROMOTION OF JUSTICE. | MissionDescription |
| Significant New Program Services | false | SignificantNewProgramServices |
| Significant Change | false | SignificantChange |
| Expense | 326474243 | Expense |
| Grants | 79034689 | Grants |
| Revenue | 358315377 | Revenue |
| Description | SEE SCHEDULE O | Description |
| Total Program Service Expense | 326474243 | TotalProgramServiceExpense |
| Described In501 C3 | true | DescribedIn501C3 |
| Schedule B Required | true | ScheduleBRequired |
| Political Activities | false | PoliticalActivities |
| Lobbying Activities | true | LobbyingActivities |
| Subject To Proxy Tax | false | SubjectToProxyTax |
| Donor Advised Funds | false | DonorAdvisedFunds |
| Conservation Easements | false | ConservationEasements |
| Collections Of Art | true | CollectionsOfArt |
| Credit Counseling | true | CreditCounseling |
| Term Or Permanent Endowments | true | TermOrPermanentEndowments |
| Report Land Bldg Equip | true | ReportLandBldgEquip |
| Report Invest Oth Securities | true | ReportInvestOthSecurities |
| Report Prog Rel Invest | false | ReportProgRelInvest |
| Report Other Assets | false | ReportOtherAssets |
| Report Other Liabilities | true | ReportOtherLiabilities |
| Report Fin48 Footnote | false | ReportFin48Footnote |
| Independent Audit Financial Stmt | true | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | false | ConsolidatedAuditFinancialStmt |
| School | true | School |
| Foreign Office | true | ForeignOffice |
| Foreign Activities | true | ForeignActivities |
| More Than5000 K To Organizations | true | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | true | MoreThan5000KToIndividuals |
| Professional Fundraising | false | ProfessionalFundraising |
| Fundraising Activities | true | FundraisingActivities |
| Gaming | false | Gaming |
| Hospital | false | Hospital |
| Grants To Organizations | true | GrantsToOrganizations |
| Grants To Individuals | true | GrantsToIndividuals |
| Schedule J Required | true | ScheduleJRequired |
| Tax Exempt Bonds | true | TaxExemptBonds |
| Invest Tax Exempt Bonds | false | InvestTaxExemptBonds |
| Escrow Account | false | EscrowAccount |
| On Behalf Of Issuer | false | OnBehalfOfIssuer |
| Excess Benefit Transaction | false | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | false | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | true | LoanToOfficerOrDQP |
| Grant To Related Person | false | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | false | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | true | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | true | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | true | DeductibleNonCashContributions |
| Deductible Contributions Of Art | true | DeductibleContributionsOfArt |
| Terminated | false | Terminated |
| Partial Liquidation | false | PartialLiquidation |
| Disregarded Entity | false | DisregardedEntity |
| Related Entity | true | RelatedEntity |
| Related Org Controlled Entity | false | RelatedOrgControlledEntity |
| Transaction Related Entity | false | TransactionRelatedEntity |
| Transfers To Exempt Non Chrtbl Org | false | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | false | ActivitiesConductedPartnership |
| Schedule O Required | true | ScheduleORequired |
| Info In Schedule O Part V | X | InfoInScheduleOPartV |
| Number Forms Transmitted With1096 | 793 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | true | ComplianceWithBackupWitholding |
| Number Of Employees | 7644 | NumberOfEmployees |
| Employment Tax Returns Filed | true | EmploymentTaxReturnsFiled |
| Unrelated Business Income | true | UnrelatedBusinessIncome |
| Form990-T Filed | true | Form990-TFiled |
| Foreign Financial Account | true | ForeignFinancialAccount |
| Name Of Foreign Country | IT | NameOfForeignCountry |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTrans |
| Taxable Party Notification | false | TaxablePartyNotification |
| Non Deductible Contributions | false | NonDeductibleContributions |
| Quid Pro Quo Contributions | true | QuidProQuoContributions |
| Quid Pro Quo Disclosure | true | QuidProQuoDisclosure |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOf |
| Funds To Pay Premiums | false | FundsToPayPremiums |
| Premiums Paid | false | PremiumsPaid |
| Indoor Tanning Services | false | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 44 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 40 | NumberIndependentVotingMembers |
| Family Or Business Relationship | true | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | false | DelegationOfManagementDuties |
| Changes To Organizing Docs | false | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuse |
| Members Or Stockholders | false | MembersOrStockholders |
| Election Of Board Members | false | ElectionOfBoardMembers |
| Decisions Subject To Approval | false | DecisionsSubjectToApproval |
| Minutes Of Governing Body | true | MinutesOfGoverningBody |
| Minutes Of Committees | true | MinutesOfCommittees |
| Officer Mailing Address | false | OfficerMailingAddress |
| Local Chapters | false | LocalChapters |
| Form990 Provided To Governing Body | true | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | true | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | true | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | true | RegularMonitoringEnforcement |
| Whistleblower Policy | true | WhistleblowerPolicy |
| Document Retention Policy | true | DocumentRetentionPolicy |
| Compensation Process CEO | true | CompensationProcessCEO |
| Compensation Process Other | true | CompensationProcessOther |
| Investment In Joint Venture | false | InvestmentInJointVenture |
| States Where Copy Of Return Is Filed | CA | StatesWhereCopyOfReturnIsFiled |
| Own Website | X | OwnWebsite |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | THOMAS O FLEMING JR SVPCFO | NamePerson |
| Telephone Number | 3103382738 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1 LMU DR U-HALL 4900 | AddressLine1 |
| City | LOS ANGELES | City |
| State | CA | State |
| ZIP Code | 900452659 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (61 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | OfficerOfficer | Key EmployeeKeyEmployee | Highest Compensated EmployeeHighestCompensatedEmployee | FormerFormer |
|---|---|---|---|---|---|---|---|---|---|
| Kathleen Hannon Aikenhead | |||||||||
| Trustee & Chair of Board | 1.0 | X | 0 | 0 | 0 | ||||
| Rita Arthur RSHM PhD | |||||||||
| Trustee | 1.0 | X | |||||||
| Robert C Baker JD | |||||||||
| Trustee | 1.0 | X | |||||||
| James R Belardi | |||||||||
| Trustee | 1.0 | X | |||||||
| GERALD R BLASZCZAK SJ | |||||||||
| TRUSTEE ENDED 8/15/11 | 1.0 | X | |||||||
| Hon Irma J Brown Dillon JD | |||||||||
| Trustee | 1.0 | X | |||||||
| DAVID W BURCHAM JD | |||||||||
| PRESIDENT/TRUSTEE | 40.0 | X | 462631 | 41833 | X | ||||
| EDWARD J CARPENTER | |||||||||
| TRUSTEE | 1.0 | X | |||||||
| Alex Martin Chaves | |||||||||
| trustee | 1.0 | X | |||||||
| GERALD COBB SJ | |||||||||
| TRUSTEE STARTED 10/3/11 | 1.0 | X | |||||||
| Frederick B Craves PHD | |||||||||
| TRUSTEE | 1.0 | X | |||||||
| Rudy F deLeon Jr | |||||||||
| TRUSTEE | 1.0 | X | |||||||
| DAVID S DEVITO | |||||||||
| TRUSTEE | 1.0 | X | |||||||
| KAREN DIAL | |||||||||
| TRUSTEE | 1.0 | X | |||||||
| George A V Dunning | |||||||||
| Trustee | 1.0 | X | |||||||
| Mary Genino RSHM | |||||||||
| Trustee | 1.0 | X | |||||||
| Anne Hennessy CSJ | |||||||||
| trustee | 1.0 | X | |||||||
| Mary Elizabeth Ingham CSJ PhD | |||||||||
| TRUSTEE | 1.0 | X | |||||||
| NELLY LLANOS KILROY | |||||||||
| TRUSTEE | 1.0 | X | |||||||
| Joseph Knott | |||||||||
| TRUSTEE | 1.0 | X | |||||||
| Daniel K Lahart SJ | |||||||||
| trustee | 1.0 | X | |||||||
| Edward A Landry Esq | |||||||||
| Trustee | 1.0 | X | |||||||
| Deborah Lanni | |||||||||
| trustee | 1.0 | X | |||||||
| Gerdenio Medard Manuel SJ PhD | |||||||||
| TRUSTEE | 1.0 | X | |||||||
| Michael McCarthy SJ | |||||||||
| TRUSTEE | 1.0 | X | |||||||
| John A McMahon | |||||||||
| Trustee | 1.0 | X | |||||||
| Paul W Mikos | |||||||||
| Trustee & Vice Chair of Board | 1.0 | X | |||||||
| Edison Miyawaki MD | |||||||||
| TRUSTEE | 1.0 | X | |||||||
| Susan F Moley | |||||||||
| trustee | 1.0 | X | |||||||
| Gregory J O'Meara SJ | |||||||||
| Trustee | 1.0 | X | |||||||
| Stephen F Page | |||||||||
| trustee | 1.0 | X | |||||||
| Joan A Payden | |||||||||
| Trustee | 1.0 | X | |||||||
| TIMOTHY G PSOMAS | |||||||||
| TRUSTEE | 1.0 | X | |||||||
| Robert W Scholla SJ | |||||||||
| Trustee & Secretary of Board | 1.0 | X | |||||||
| Robert Sclabassi MD PhD | |||||||||
| TRUSTEE | 1.0 | X | |||||||
| Renata Simril | |||||||||
| TRUSTEE | 1.0 | X | |||||||
| Michael R Steed | |||||||||
| Trustee | 1.0 | X | |||||||
| Elbridge H Stuart III | |||||||||
| Trustee | 1.0 | X | |||||||
| Markos Tambakeras | |||||||||
| TRUSTEE | 1.0 | X | |||||||
| Rosemary L Turner | |||||||||
| Trustee | 1.0 | X | |||||||
| Walter F Ulloa JD | |||||||||
| Trustee | 1.0 | X | |||||||
| PAUL S VIVIANO | |||||||||
| TRUSTEE | 1.0 | X | |||||||
| Robert T Walsh SJ | |||||||||
| Trustee | 1.0 | X | |||||||
| LAURA D WILLIAMSON | |||||||||
| TRUSTEE | 1.0 | X | |||||||
| David J Zuercher | |||||||||
| trustee | 1.0 | X | |||||||
| Elena M Bove EdD | |||||||||
| SVP FOR STUDENT AFFAIRS | 40.0 | 228469 | 45003 | X | |||||
| Thomas O Fleming Jr | |||||||||
| SVP & CHIEF FINANCIAL OFFICER | 40.0 | 250901 | 62405 | X | |||||
| VICTOR J GOLD JD | |||||||||
| SVP & DEAN OF LAW SCHOOL | 40.0 | 330600 | 56654 | X | |||||
| JOSEPH HELLIGE | |||||||||
| SVP & CHIEF ACADEMIC OFFICER | 40.0 | 239338 | 72085 | X | |||||
| Evelynne B Scarboro | |||||||||
| SVP FOR ADMINISTRATION | 40.0 | 252789 | 41674 | X | |||||
| Dennis Slon | |||||||||
| SVP for University Relations | 40.0 | 263853 | 41222 | X | |||||
| Rebecca Chandler | |||||||||
| VP for Human Resources | 40.0 | 190236 | 42297 | X | |||||
| Frederick Garcia | |||||||||
| VP for Facilities Management | 40.0 | 263758 | 38389 | X | |||||
| Lori A Husein | |||||||||
| VP and Controller | 40.0 | 181988 | 87733 | X | |||||
| Anne Prisco PHD | |||||||||
| VP for Enrollment Management | 40.0 | 213192 | 64494 | X | |||||
| DENNIS DRAPER | |||||||||
| DEAN, COLLEGE OF BUS. ADMIN | 40.0 | 307745 | 53705 | X | |||||
| Max Good | |||||||||
| Men's Basketball coach | 40.0 | 350008 | 52039 | X | |||||
| Shane Martin | |||||||||
| Dean, School of Education | 40.0 | 301021 | 42252 | X | |||||
| Richard Plumb | |||||||||
| Dean, College of Sci. & Eng. | 40.0 | 263980 | 53579 | X | |||||
| Paul Zeleza | |||||||||
| DEAN, BELLARMINE COLLEGE | 40.0 | 280218 | 37453 | X | |||||
| Ernest D Rose PHD | |||||||||
| Former SVP and Chief Academic | 40.0 | 226227 | 43886 | X | |||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 4606954 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 876703 | TotalOtherCompensation |
| Number Individuals GT100 K | 328 | NumberIndividualsGT100K |
| Formers Listed | true | FormersListed |
| Total Comp GT150 K | true | TotalCompGT150K |
| Compensation From Other Sources | false | CompensationFromOtherSources |
Contractor Compensation ContractorCompensation (5 entries)
| Address Line1AddressOfContractor/AddressUS/AddressLine1 | CityAddressOfContractor/AddressUS/City | StateAddressOfContractor/AddressUS/State | ZIP CodeAddressOfContractor/AddressUS/ZIPCode | Description Of ServicesDescriptionOfServices | CompensationCompensation |
|---|---|---|---|---|---|
| Clune Construction Company | |||||
| 10 South LaSalle Street Suite 300 | Chicago | IL | 60603 | Construction | 2559614 |
| Allied Barton Security Services | |||||
| PO Box 828854 | Philadelphia | PA | 19182 | Security Services | 477038 |
| Rodney Ross | |||||
| 8 Oak Knoll Terrace | Pasadena | CA | 91106 | Creative Services | 432516 |
| David Weaver | |||||
| 28492 Avenida Placida | San Juan Capistrano | CA | 92375 | Architect /Project M | 391050 |
| Anderson Audio Visual | |||||
| 17155 Von Karmen Avenue Suite106 | Irvine | CA | 92614 | Creative Services | 377957 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 21 | NumberOfContractorsGT100K |
| Fundraising Events | 198181 | FundraisingEvents |
| Government Grants | 4872531 | GovernmentGrants |
| All Other Contributions | 28576465 | AllOtherContributions |
| Noncash Contributions | 1484956 | NoncashContributions |
| Total Contributions | 33647177 | TotalContributions |
Program Service Revenue ProgramServiceRevenue (5 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome | Unrelated Business RevenueUnrelatedBusinessRevenue |
|---|---|---|---|---|
| Tuition and Fees (Gross) | 900099 | 315458548 | 315458548 | |
| Auxiliary | 900099 | 30773895 | 30773895 | |
| Conferences | 532000 | 3760935 | 1497867 | 2263068 |
| Fitness Center | 713940 | 1275943 | 1016370 | 259573 |
| OTHER PROGRAM SERVICE REVENUE | 900099 | 7046056 | 7046056 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 358315377 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 6036425 | TotalRevenueColumn |
| Unrelated Business Revenue | 62279 | UnrelatedBusinessRevenue |
| Exclusion | $5,974,146 | ExclusionAmount |
Income From Invest Bond Proceeds IncomeFromInvestBondProceeds
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 918 | TotalRevenueColumn |
| Exclusion | $918 | ExclusionAmount |
Royalties Revenue RoyaltiesRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 451415 | TotalRevenueColumn |
| Exclusion | $451,415 | ExclusionAmount |
Gross Rents GrossRents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 334113 | Real |
Rental Income Or Loss RentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 334113 | Real |
Net Rental Income Or Loss NetRentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 334113 | TotalRevenueColumn |
| Exclusion | $334,113 | ExclusionAmount |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 73023000 | Securities |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 65442087 | Securities |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 7580913 | Securities |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 7580913 | TotalRevenueColumn |
| Exclusion | $7,580,913 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Income Fundraising Events | 126839 | GrossIncomeFundraisingEvents |
| Cntrbtns Rprtd Fundraising Events | 198181 | CntrbtnsRprtdFundraisingEvents |
| Fundraising Direct Expenses | 135012 | FundraisingDirectExpenses |
Net Income From Fundraising Events NetIncomeFromFundraisingEvents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -8173 | TotalRevenueColumn |
| Exclusion | -$8,173 | ExclusionAmount |
Net Income From Gaming NetIncomeFromGaming
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Net Income Or Loss NetIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Other Revenue Misc OtherRevenueMisc
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | LOSS ON EARLY EXTINGUISHMENT OF DEBT | Description |
| Business Code | 900099 | BusinessCode |
| Total Revenue Column | -1033809 | TotalRevenueColumn |
| Exclusion | -$1,033,809 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | -1033809 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 405324356 | TotalRevenueColumn |
| Related Or Exempt Function Income | 355792736 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 2584920 | UnrelatedBusinessRevenue |
| Exclusion | $13,299,523 | ExclusionAmount |
Grants To Domestic Orgs GrantsToDomesticOrgs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 59267 | Total |
| Program Services | 59267 | ProgramServices |
Grants To Domestic Individuals GrantsToDomesticIndividuals
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 78642694 | Total |
| Program Services | 78642694 | ProgramServices |
Foreign Grants ForeignGrants
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 332728 | Total |
| Program Services | 332728 | ProgramServices |
Benefits To Members BenefitsToMembers
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 3471544 | Total |
| Program Services | 140130 | ProgramServices |
| Management And General | 3061752 | ManagementAndGeneral |
| Fundraising | 269662 | Fundraising |
Comp Disqual Persons CompDisqualPersons
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 329229 | Total |
| Program Services | 329229 | ProgramServices |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 144024754 | Total |
| Program Services | 123187438 | ProgramServices |
| Management And General | 15018187 | ManagementAndGeneral |
| Fundraising | 5819129 | Fundraising |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 11933224 | Total |
| Program Services | 9981255 | ProgramServices |
| Management And General | 1460451 | ManagementAndGeneral |
| Fundraising | 491518 | Fundraising |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 24792354 | Total |
| Program Services | 20736962 | ProgramServices |
| Management And General | 3034219 | ManagementAndGeneral |
| Fundraising | 1021173 | Fundraising |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 10434541 | Total |
| Program Services | 8727718 | ProgramServices |
| Management And General | 1277034 | ManagementAndGeneral |
| Fundraising | 429789 | Fundraising |
Fees For Services Management FeesForServicesManagement
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 668013 | Total |
| Program Services | 196460 | ProgramServices |
| Management And General | 407471 | ManagementAndGeneral |
| Fundraising | 64082 | Fundraising |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 774311 | Total |
| Management And General | 765903 | ManagementAndGeneral |
| Fundraising | 8408 | Fundraising |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 500439 | Total |
| Management And General | 500439 | ManagementAndGeneral |
Fees For Services Lobbying FeesForServicesLobbying
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 19628 | Total |
| Program Services | 19628 | ProgramServices |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 823784 | Total |
| Program Services | 55099 | ProgramServices |
| Management And General | 768685 | ManagementAndGeneral |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 12512982 | Total |
| Program Services | 8382818 | ProgramServices |
| Management And General | 4097749 | ManagementAndGeneral |
| Fundraising | 32415 | Fundraising |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1501830 | Total |
| Program Services | 1477745 | ProgramServices |
| Fundraising | 24085 | Fundraising |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 7406473 | Total |
| Program Services | 5357712 | ProgramServices |
| Management And General | 1523800 | ManagementAndGeneral |
| Fundraising | 524961 | Fundraising |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 5749398 | Total |
| Program Services | 2008097 | ProgramServices |
| Management And General | 3739996 | ManagementAndGeneral |
| Fundraising | 1305 | Fundraising |
Royalties Royalties
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 12275256 | Total |
| Program Services | 10543755 | ProgramServices |
| Management And General | 1683604 | ManagementAndGeneral |
| Fundraising | 47897 | Fundraising |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 6608571 | Total |
| Program Services | 6190103 | ProgramServices |
| Management And General | 211866 | ManagementAndGeneral |
| Fundraising | 206602 | Fundraising |
Travel Entrtnmnt Public Officials TravelEntrtnmntPublicOfficials
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 7070207 | Total |
| Program Services | 4882283 | ProgramServices |
| Management And General | 1894882 | ManagementAndGeneral |
| Fundraising | 293042 | Fundraising |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 7998746 | Total |
| Program Services | 6155859 | ProgramServices |
| Management And General | 1842887 | ManagementAndGeneral |
Payments To Affiliates PaymentsToAffiliates
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 23049000 | Total |
| Program Services | 20899934 | ProgramServices |
| Management And General | 2149066 | ManagementAndGeneral |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1305965 | Total |
| Program Services | 724503 | ProgramServices |
| Management And General | 580564 | ManagementAndGeneral |
| Fundraising | 898 | Fundraising |
Other Expenses OtherExpenses (4 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral | FundraisingFundraising |
|---|---|---|---|---|
| STUDENT WORK | 11073184 | 9409178 | 1452729 | 211277 |
| EQUIP RENTAL & MAINTENANCE | 2865400 | 1975824 | 795972 | 93604 |
| BOOKS & PERIODICALS | 2073572 | 2068035 | 5537 | |
| FACILITY RENT EXPENSE | 1219799 | 1206939 | 12860 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 3774837 | Total |
| Program Services | 2782850 | ProgramServices |
| Management And General | 617764 | ManagementAndGeneral |
| Fundraising | 374223 | Fundraising |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 383291730 | Total |
| Program Services | 326474243 | ProgramServices |
| Management And General | 46885020 | ManagementAndGeneral |
| Fundraising | 9932467 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 15358930 | BOY |
| EOY | 12061015 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 22357091 | BOY |
| EOY | 24086325 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 30967459 | BOY |
| EOY | 31300742 | EOY |
Receivables From Officers Etc ReceivablesFromOfficersEtc
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 310000 | BOY |
| EOY | 760000 | EOY |
Receivables From Disqual Persons ReceivablesFromDisqualPersons
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Other Notes Loans Receivable Net OtherNotesLoansReceivableNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 12055808 | BOY |
| EOY | 12873253 | EOY |
Inventories For Sale Or Use InventoriesForSaleOrUse
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 8096182 | BOY |
| EOY | 8539391 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 819050000 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 273719995 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 542674002 | BOY |
| EOY | 545330005 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 155934400 | BOY |
| EOY | 152986688 | EOY |
Investments Other Securities InvestmentsOtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 271083000 | BOY |
| EOY | 251194000 | EOY |
Investments Program Related InvestmentsProgramRelated
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 26953485 | BOY |
| EOY | 26407275 | EOY |
Intangible Assets IntangibleAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1085790357 | BOY |
| EOY | 1065538694 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 74848071 | BOY |
| EOY | 75534853 | EOY |
Grants Payable GrantsPayable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Deferred Revenue DeferredRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 14432748 | BOY |
| EOY | 15190684 | EOY |
Tax Exempt Bond Liabilities TaxExemptBondLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 172846163 | BOY |
| EOY | 168139073 | EOY |
Escrow Account Liability EscrowAccountLiability
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3575592 | BOY |
| EOY | 3442440 | EOY |
Loans From Officers Directors LoansFromOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Mort Notes Pybl Secured Invest Prop MortNotesPyblSecuredInvestProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Unsecured Notes Loans Payable UnsecuredNotesLoansPayable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 13094361 | BOY |
| EOY | 12574482 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 278796935 | BOY |
| EOY | 274881532 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 545947775 | BOY |
| EOY | 536351618 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 101112338 | BOY |
| EOY | 89110085 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 159933309 | BOY |
| EOY | 165195459 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 806993422 | BOY |
| EOY | 790657162 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1085790357 | BOY |
| EOY | 1065538694 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | 22032626 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | -38368886 | ReconcilationOtherChanges |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | false | AccountantCompileOrReview |
| FS Audited | true | FSAudited |
| Audit Committee | true | AuditCommittee |
| Financial Statement Separate | X | FinancialStatementSeparate |
| Federal Grant Audit Required | true | FederalGrantAuditRequired |
| Federal Grant Audit Performed | true | FederalGrantAuditPerformed |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| School170b1 Aii | X | School170b1Aii |
Schedule B IRS990ScheduleB
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | RESTRICTED | ContributorNumber |
Contributor Name Business ContributorNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor Address US ContributorAddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Aggregate Contributions | RESTRICTED | AggregateContributions |
Schedule C IRS990ScheduleC
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grassroots Lobbying | TotalGrassrootsLobbying | |
| Total Direct Lobbying | TotalDirectLobbying | |
| Total Lobbying Expenditures | TotalLobbyingExpenditures | |
| Other Exempt Purpose Expenditures | OtherExemptPurposeExpenditures | |
| Total Exempt Purpose Expenditures | TotalExemptPurposeExpenditures | |
| Lobbying Nontaxable | LobbyingNontaxableAmount | |
| Grassroots Nontaxable | GrassrootsNontaxableAmount | |
| Tot Lobbying Grassroot Minus Non Tx | TotLobbyingGrassrootMinusNonTx | |
| Tot Lobby Expend Mns Lobbying Nontx | TotLobbyExpendMnsLobbyingNontx | |
| Volunteers | false | Volunteers |
| Paid Staff Or Management | true | PaidStaffOrManagement |
| Media Advertisements | false | MediaAdvertisements |
| Mailings Members | false | MailingsMembers |
| Publications Or Broadcast | false | PublicationsOrBroadcast |
| Grants Other Organizations | false | GrantsOtherOrganizations |
| Direct Contact Legislators | true | DirectContactLegislators |
| Direct Contact Legislators | $22,614 | DirectContactLegislatorsAmount |
| Rallies Demonstrations | true | RalliesDemonstrations |
| Rallies Demonstrations | $2,527 | RalliesDemonstrationsAmount |
| Other Activities | true | OtherActivities |
| Other Activities | $19,628 | OtherActivitiesAmount |
| Total Lobbying Expenditures IIB | 44769 | TotalLobbyingExpendituresIIB |
| Not Described In501c3 | false | NotDescribedIn501c3 |
Form990 Schedule C Part IV Form990ScheduleCPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | Schedule C, Part II-B, Line 1b and 1g | Identifier |
| Explanation | PAYMENT FOR TRAVEL AND COMPENSATION FOR UNIVERSITY EMPLOYEES TO ATTEND CAL GRANT LOBBYING DAY IN SACRAMENTO AND LA CHAMBER IN WASHINGTON D.C. SCHEDULE C, PART II-B, LINE 1H SPONSORED CAL GRANTS AWARENESS RALLY AT LMU IN CONJUCTION WITH AICCU. SCHEDULE C, PART II-B, LINE 1I THE UNIVERSITY HIRED THE NATIONAL GROUP (D.C. LOBBYING FIRM) TO WORK ON CONTRACTS WITH NASA. THE UNIVERSITY PAYS MEMBERSHIP DUES TO MEMBER ORGANIZATIONS WHICH MAY ENGAGE IN LOBBYING ACTIVITIES. THEREFORE, A PORTION OF THE DUES MAY BE ATTRIBUTABLE TO LOBBYING ACTIVITIES. | Explanation |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Art Public Exhibition Amts | ArtPublicExhibitionAmts | |
| Held Works Of Art Amts | HeldWorksOfArtAmts | |
| Collect Used For Public Exhibition | X | CollectUsedForPublicExhibition |
| Collect Used For Scholar Research | X | CollectUsedForScholarResearch |
| Collect Used For Preservation | X | CollectUsedForPreservation |
| Solicited Assets For Sale | false | SolicitedAssetsForSale |
| Agent Trustee Etc | false | AgentTrusteeEtc |
| Included On FS | true | IncludedOnFS |
Current Year CurrentYear
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 435169000 | BeginningOfYearBalance |
| Contributions | 4573000 | Contributions |
| Investment Earnings Or Losses | -20580000 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 4722000 | GrantsOrScholarships |
| Other Expenditures | 5312000 | OtherExpenditures |
| End Of Year Balance | 409128000 | EndOfYearBalance |
Current Year Minus1 Year CurrentYearMinus1Year
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 376506000 | BeginningOfYearBalance |
| Contributions | 5364000 | Contributions |
| Investment Earnings Or Losses | 64089000 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 6166000 | GrantsOrScholarships |
| Other Expenditures | 4624000 | OtherExpenditures |
| End Of Year Balance | 435169000 | EndOfYearBalance |
Current Year Minus2 Years CurrentYearMinus2Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 334428000 | BeginningOfYearBalance |
| Contributions | 9623000 | Contributions |
| Investment Earnings Or Losses | 38715000 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 186000 | GrantsOrScholarships |
| Other Expenditures | 6074000 | OtherExpenditures |
| End Of Year Balance | 376506000 | EndOfYearBalance |
Current Year Minus3 Years CurrentYearMinus3Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 419203000 | BeginningOfYearBalance |
| Contributions | 5172000 | Contributions |
| Investment Earnings Or Losses | -73387000 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 15135000 | GrantsOrScholarships |
| Other Expenditures | 1262000 | OtherExpenditures |
| Administrative Expenses | 163000 | AdministrativeExpenses |
| End Of Year Balance | 334428000 | EndOfYearBalance |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated EOY Balance | 0.56000 | BoardDesignatedEOYBalance |
| Permanent Endowment EOY Balance | 0.33000 | PermanentEndowmentEOYBalance |
| Term Endowment EOY Balance | 0.11000 | TermEndowmentEOYBalance |
| Endowments Held By Unrelated Orgs | false | EndowmentsHeldByUnrelatedOrgs |
| Endowments Held By Related Orgs | false | EndowmentsHeldByRelatedOrgs |
Land Land
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 48196000 | OtherCostOrOtherBasis |
| Book Value | 48196000 | BookValue |
Buildings Buildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | 9961683 | InvestmentCostOrOtherBasis |
| Other Cost Or Other Basis | 434333317 | OtherCostOrOtherBasis |
| Depreciation | 98703295 | Depreciation |
| Book Value | 345591705 | BookValue |
Leasehold Improvements LeaseholdImprovements
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 40074000 | OtherCostOrOtherBasis |
| Depreciation | 25890067 | Depreciation |
| Book Value | 14183933 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 146124000 | OtherCostOrOtherBasis |
| Depreciation | 97287008 | Depreciation |
| Book Value | 48836992 | BookValue |
Other Land Buildings OtherLandBuildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 140361000 | OtherCostOrOtherBasis |
| Depreciation | 51839625 | Depreciation |
| Book Value | 88521375 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 545330005 | TotalOfBookValueLandBuildings |
| Financial Derivatives | FinancialDerivatives | |
| Closely Held Equity Interests | CloselyHeldEquityInterests |
Other Securities OtherSecurities (3 entries)
| DescriptionDescription | Book ValueBookValue | Method Of ValuationMethodOfValuation |
|---|---|---|
| COMMINGLED FUNDS | 102714000 | F |
| ALTERNATIVE INVESTMENT FUNDS | 144446000 | F |
| REAL ESTATE AND OTHER | 4034000 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Securities | 251194000 | TotalOfBookValueSecurities |
| Federal Income Tax Liability | 0 | FederalIncomeTaxLiability |
Other Liabilities OtherLiabilities (3 entries)
| DescriptionDescription | AmountAmount |
|---|---|
| US GOVERNMENT GRANTS REFUNDABL | $10,784,540 |
| FOR OTHERS | $638,236 |
| LOAN FUNDS RETURNABLE TO DONOR | $1,151,706 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 12574482 | TotalOfAmounts |
| Total Revenue | 405324356 | TotalRevenue |
| Total Expenses | 383291730 | TotalExpenses |
| Excess Or Deficit For Year | 22032626 | ExcessOrDeficitForYear |
| Net Unrealized GL On Investments | -32614520 | NetUnrealizedGLOnInvestments |
| Investment Expenses | -1114525 | InvestmentExpenses |
| Other | -$4,639,841 | OtherAmount |
| Total Adjustments | -38368886 | TotalAdjustments |
| Excess Or Deficit Per FS | -16336260 | ExcessOrDeficitPerFS |
| Tot Revenue Etc Audited Fincl Stmt | 288115060 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | -32614520 | NetUnrealizedGainsInvestments |
| Other Revenues | -83480251 | OtherRevenues |
| Revenue Not Rptd F990 | -116094771 | RevenueNotRptdF990 |
| Revenue Subtotal | 404209831 | RevenueSubtotal |
| Investment Expenses Not Included | 1114525 | InvestmentExpensesNotIncluded |
| Revenue Not Rptd On Fin Stmt | 1114525 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 405324356 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 304451320 | TotExpensesEtcAuditedFinclStmt |
| Other Expenses Included | -78840410 | OtherExpensesIncluded |
| Expenses Not Rptd F990 | -78840410 | ExpensesNotRptdF990 |
| Expenses Subtotal | 383291730 | ExpensesSubtotal |
| Total Expenses Per Form990 | 383291730 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV (8 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| SCHEDULE D, PART III, LINE 1A: | The University has elected not to capitalize collections or works of | art. These items would be disclosed in the financial statements if materiality thresholds deemed disclosure appropriate. |
| SCHEDULE D, PART III, LINE 4 | The University maintains a number of art collections which are described in great detail on the University's website: http://library.lmu.edu/specialcollections. Art and collections are available for public exhibition and are primarily used for educational purposes. | |
| SCHEDULE D, PART IV, LINE 2B | The University serves as Trustee for three charitable remainder trusts and maintains the assets and corresponding reserve liabilities on the balance sheet. Similarly, the University has a number of annuities where the assets and corresponding reserve liabilities are on the balance sheet. | |
| SCHEDULE D, PART V, LINE 4 | The overall purpose of the Endowment Fund is to provide a relatively predictable, stable, and consistent return sufficient to meet a portion of the spending needs of the University. The endowment funds have been established to provide funding for activities that support the University's educational mission. | |
| SCHEDULE D, PART X, LINE 2 | The University does not maintain any uncertain tax positions. | |
| SCHEDULE D, PART, XI, LINE 8 | BEGINNING OF YEAR ROUNDING ADJUSTMENT OF $522 PLUS CHANGE IN VALUE OF INTEREST SWAP AGREEMENT OF $4,639,319. | |
| SCHEDULE D, PART XII, LINE 2D | FUNDRAISING DIRECT EXPENSES OF $135,012 LESS SCHOLARSHIPS OF $78,975,422 LESS CHANGE IN VALUE OF INTEREST SWAP AGREEMENT OF $4,639,319 LESS BEGINNING OF YEAR ROUNDING ADJUSTMENT OF $522. | |
| SCHEDULE D, PART XIII, LINE 2D | FUNDRAISING DIRECT EXPENSES OF $135,012 LESS SCHOLARSHIPS OF $78,975,422. |
Schedule E IRS990ScheduleE
| Field | Value | IRS element (for citing) |
|---|---|---|
| Nondiscriminatory Policy Stmt | true | NondiscriminatoryPolicyStmt |
| Policy Statement In Brochures Etc | true | PolicyStatementInBrochuresEtc |
| Policy Publ Via Broadcast Media | true | PolicyPublViaBroadcastMedia |
| Maint Racial Composition Records | true | MaintRacialCompositionRecords |
| Maint Scholarships Records | true | MaintScholarshipsRecords |
| Maint Copies Of Brochures Etc | true | MaintCopiesOfBrochuresEtc |
| Maint Copies Of All Solicitations | true | MaintCopiesOfAllSolicitations |
| Discriminate Race Students Rights | false | DiscriminateRaceStudentsRights |
| Discriminate Race Admiss Policies | false | DiscriminateRaceAdmissPolicies |
| Discriminate Race Emplmn Faculty | false | DiscriminateRaceEmplmnFaculty |
| Discriminate Race Scholarships | false | DiscriminateRaceScholarships |
| Discriminate Race Educ Policies | false | DiscriminateRaceEducPolicies |
| Discriminate Race Use Of Fclts | false | DiscriminateRaceUseOfFclts |
| Discriminate Race Athletic Prog | false | DiscriminateRaceAthleticProg |
| Discriminate Race Other Acty | false | DiscriminateRaceOtherActy |
| Government Financial Aid Received | true | GovernmentFinancialAidReceived |
| Government Financial Aid Revoked | false | GovernmentFinancialAidRevoked |
| Compliance With Rev Proc7550 | true | ComplianceWithRevProc7550 |
Form990 Schedule E Part II Form990ScheduleEPartII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | Schedule E, Part I, Line 3 | Identifier |
| Explanation | The non-discrimination policy is accessible via the University's website and is included in University publications including the University Bulletin, recruitment materials, advertisements (student, faculty, staff), and other related materials. SCHEDULE E, PART I, LINE 6A THE UNIVERSITY RECEIVES ASSISTANCE FROM THE FOLLOWING STATE AND FEDERAL AGENCIES: 1. CALIFORNIA COMMISSION ON TEACHER CREDENTIALING 2. CALIFORNIA STUDENT AID COMMISSION CAL GRANTS 3. DEPARTMENT OF HEALTH AND HUMAN SERVICES 4. ENVIRONMENTAL PROTECTION AGENCY 5. NATIONAL ENDOWMENT FOR THE HUMANITIES 6. NATIONAL OCEANIC AND ATMOSPHERIC ADMINISTRATION 7. NATIONAL SCIENCE AGENCY 8. NATIONAL SECURITY AGENCY 9. UNITED STATES AIR FORCE OFFICE OF SCIENTIFIC RESEARCH 10. U.S. DEPARTMENT OF AGRICULTURE 11. U.S. DEPARTMENT OF EDUCATION 12. U.S. DEPARTMENT OF ENERGY 13. U.S. DEPARTMENT OF STATE | Explanation |
Schedule F IRS990ScheduleF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | true | GrantRecordsMaintained |
Accts Actvs Out US Table AcctsActvsOutUSTable (6 entries)
| RegionRegion | Number Of OfficesNumberOfOffices | Number Of EmployeesNumberOfEmployees | Type Of Activities ConductedTypeOfActivitiesConducted | Specific Services ProvidedSpecificServicesProvided | Total ExpendituresTotalExpenditures |
|---|---|---|---|---|---|
| Central America & the Caribbean | 0 | 8 | Program Services | Study abroad/Summer pr | 24233 |
| Europe (Including Iceland and Greenland) | 0 | 39 | Program Services | Study abroad/Summer pr | 505098 |
| East Asia and the Pacific | 0 | 10 | Program Services | Study abroad/Summer pr | 122099 |
| North America | 0 | 5 | Program Services | Study abroad/Summer pr | 41554 |
| Europe (Including Iceland and Greenland) | 0 | 0 | Investments | 2957871 | |
| Central America & the Caribbean | 0 | 0 | Investments | 60685605 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Number Of Offices | 0 | SubtotalNumberOfOffices |
| Subtotal Number Of Employees | 62 | SubtotalNumberOfEmployees |
| Total Number Of Offices | 0 | TotalNumberOfOffices |
| Total Number Of Employees | 62 | TotalNumberOfEmployees |
| Subtotal Amount Spent | 64336460 | SubtotalAmountSpent |
| Total Amount Spent | 64336460 | TotalAmountSpent |
| No Recipient Over5 K | X | NoRecipientOver5K |
Grants To Ind Outside US GrantsToIndOutsideUS (6 entries)
| Type Of AssistanceTypeOfAssistance | RegionRegion | Number Of RecipientsNumberOfRecipients | Amount Of Cash GrantAmountOfCashGrant | Manner Of Cash DisbursementMannerOfCashDisbursement |
|---|---|---|---|---|
| SCHOLARSHIP FOR TUITION | Europe/Iceland/Greenland | 36 | 163680 | CR STDNT ACC |
| SCHOLARSHIP FOR TUITION | Cent. America/Caribbean | 2 | 31845 | CR STDNT ACC |
| SCHOLARSHIP FOR TUITION | East Asia/Pacific | 17 | 75302 | CR STDNT ACC |
| SCHOLARSHIP FOR TUITION | Middle East/North Africa | 1 | 21000 | CR STDNT ACC |
| SCHOLARSHIP FOR TUITION | North America | 2 | 40500 | CR STDNT ACC |
| SCHOLARSHIP FOR TUITION | Sub-Saharan Africa | 1 | 401 | CR STDNT ACC |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Transfer To Foreign Corp | true | TransferToForeignCorp |
| Interest In Foreign Trust | false | InterestInForeignTrust |
| Own Foreign Corp | true | OwnForeignCorp |
| Passive Foreign Invest Co | true | PassiveForeignInvestCo |
| Foreign Partnership | true | ForeignPartnership |
| Boycott Countries | false | BoycottCountries |
Form990 Schedule F Part V Form990ScheduleFPartV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | Schedule F, Part I, Line 2 | Identifier |
| Explanation | SCHOLARSHIPS PROVIDED TO STUDENTS WHILE ABROAD ARE CREDITED TO THE STUDENT'S UNIVERSITY ACCOUNT IN THE US AND ARE NON-CASH TRANSACTIONS. | Explanation |
Schedule G IRS990ScheduleG
Fundraiser Activity Information FundraiserActivityInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Individual | PLUS DELTA PARTNERS | NameOfIndividual |
| Activity | CONSULTING | Activity |
| Fundraiser Control Of Funds | false | FundraiserControlOfFunds |
Events Information EventsInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Event1 | MAAA/LAA Dinner | NameOfEvent1 |
| Gross Receipts Event1 | 119960 | GrossReceiptsEvent1 |
| Charitable Contributions Event1 | 97396 | CharitableContributionsEvent1 |
| Gross Revenue Event1 | 22564 | GrossRevenueEvent1 |
| Food And Beverage Event1 | 21063 | FoodAndBeverageEvent1 |
| Other Direct Expenses Event1 | 32186 | OtherDirectExpensesEvent1 |
| Name Of Event2 | Golf Classic | NameOfEvent2 |
| Gross Receipts Event2 | 118230 | GrossReceiptsEvent2 |
| Charitable Contributions Event2 | 55720 | CharitableContributionsEvent2 |
| Gross Revenue Event2 | 62510 | GrossRevenueEvent2 |
| Non Cash Prizes Event2 | 471 | NonCashPrizesEvent2 |
| Rent Facility Costs Event2 | 29945 | RentFacilityCostsEvent2 |
| Food And Beverage Event2 | 3178 | FoodAndBeverageEvent2 |
| Other Direct Expenses Event2 | 16749 | OtherDirectExpensesEvent2 |
| Total Number Of Other Events | 1 | TotalNumberOfOtherEvents |
| Gross Receipts Other Events | 86830 | GrossReceiptsOtherEvents |
| Charitable Contrib Other Events | 45065 | CharitableContribOtherEvents |
| Gross Revenue Other Events | 41765 | GrossRevenueOtherEvents |
| Food And Beverage Other Events | 2190 | FoodAndBeverageOtherEvents |
| Entertainment Other Events | 920 | EntertainmentOtherEvents |
| Other Direct Expenses Other Events | 28310 | OtherDirectExpensesOtherEvents |
| Gross Receipts Total | 325020 | GrossReceiptsTotal |
| Charitable Contributions Total | 198181 | CharitableContributionsTotal |
| Gross Revenue Total Events | 126839 | GrossRevenueTotalEvents |
| Non Cash Prizes Total Events | 471 | NonCashPrizesTotalEvents |
| Rent Facility Costs Total Events | 29945 | RentFacilityCostsTotalEvents |
| Food And Beverage Total Events | 26431 | FoodAndBeverageTotalEvents |
| Entertainment Total Events | 920 | EntertainmentTotalEvents |
| Other Direct Expenses Total Events | 77245 | OtherDirectExpensesTotalEvents |
| Direct Expense Summary Events | 135012 | DirectExpenseSummaryEvents |
| Net Income Summary | -8173 | NetIncomeSummary |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Records Maintained | true | RecordsMaintained |
Recipient Table RecipientTable (2 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EIN Of RecipientEINOfRecipient | IRC SectionIRCSection | Amount Of Cash GrantAmountOfCashGrant | Purpose Of GrantPurposeOfGrant |
|---|---|---|---|---|---|---|---|
| ARCHDIOCESE OF LOS ANGELES | |||||||
| 3424 WILSHIRE BLVD | LOS ANGELES | CA | 90010 | 951642382 | 501(c)(3) | 10000 | Scholarship/Grants for students |
| LAX COASTAL AREA CHAMBER OF COMMERCE | |||||||
| 9100 S SEPULVIDA BLVD 210 WESTCH | WESTCHESTER | CA | 90045 | 951806513 | 501(c)(6) | 8250 | AWARDS/DONATIONS |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Nbr Of501 C3 And Govt Grants | 1 | TotalNbrOf501C3AndGovtGrants |
Form990 Schedule I Part III Form990ScheduleIPartIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Type Of Grant | SCHOLARSHIP/GRANTS FOR STUDENTS | TypeOfGrant |
| Number Of Recipients | 6145 | NumberOfRecipients |
| Amount Of Cash Grant | 78642694 | AmountOfCashGrant |
Form990 Schedule I Part IV Form990ScheduleIPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | SCHEDULE I, PART I, LINE 2 | Identifier |
| Explanation | THE UNIVERSITY AWARDS GRANTS/SCHOLARSHIPS ACCORDING TO THE UNIVERSITY POLICIYS. FUNDS AWARDED TO STUDENTS ARE MONITORED BY MANAGEMENT, RECONCILIATION BETWEEN FINANCIAL AID AND ACCOUNTING ARE DONE ON A MONTHLY BASIS. Schedule I, Part III Cash grants are credited to student accounts. | Explanation |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Housing Allowance Or Residence | X | HousingAllowanceOrResidence |
| Club Dues Or Fees | X | ClubDuesOrFees |
| Written Policy Re T And E Expenses | false | WrittenPolicyReTAndEExpenses |
| Substantiation Required | true | SubstantiationRequired |
| Independent Consultant | X | IndependentConsultant |
| Compensation Survey | X | CompensationSurvey |
| Board Or Committee Approval | X | BoardOrCommitteeApproval |
| Severance Payment | false | SeverancePayment |
| Supplemental Nonqual Retire Plan | false | SupplementalNonqualRetirePlan |
| Equity Based Comp Arrangement | false | EquityBasedCompArrangement |
| Comp Based On Revenue Of Filing Org | false | CompBasedOnRevenueOfFilingOrg |
| Comp Based On Revenue Related Orgs | false | CompBasedOnRevenueRelatedOrgs |
| Comp Based Net Earnings Filing Org | false | CompBasedNetEarningsFilingOrg |
| Comp Based Net Earnings Relate Orgs | false | CompBasedNetEarningsRelateOrgs |
| Any Non Fixed Payments | false | AnyNonFixedPayments |
| Initial Contract Exception | false | InitialContractException |
Form990 Schedule J Part II Form990ScheduleJPartII (17 entries)
| Base Compensation Filing OrgBaseCompensationFilingOrg | Other Compensation Filing OrgOtherCompensationFilingOrg | Deferred Comp Filing OrgDeferredCompFilingOrg | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrg | Total Compensation Filing OrgTotalCompensationFilingOrg | Bonus Filing OrgBonusFilingOrg |
|---|---|---|---|---|---|
| DAVID W BURCHAM JD | |||||
| 444283 | 18348 | 23275 | 18558 | 504464 | |
| Rebecca Chandler | |||||
| 187537 | 2699 | 18249 | 24048 | 232533 | |
| Elena M Bove EdD | |||||
| 207489 | 20980 | 20553 | 24450 | 273472 | |
| Thomas O Fleming Jr | |||||
| 238553 | 12348 | 23275 | 39130 | 313306 | |
| Frederick Garcia | |||||
| 205849 | 7909 | 19964 | 18425 | 302147 | 50000 |
| VICTOR J GOLD JD | |||||
| 321900 | 8700 | 23275 | 33379 | 387254 | |
| DENNIS DRAPER | |||||
| 294440 | 13305 | 23275 | 30430 | 361450 | |
| Max Good | |||||
| 344152 | 5856 | 23275 | 28764 | 402047 | |
| JOSEPH HELLIGE | |||||
| 230471 | 8867 | 23073 | 49012 | 311423 | |
| Lori A Husein | |||||
| 181127 | 861 | 18205 | 69528 | 269721 | |
| Shane Martin | |||||
| 292027 | 8994 | 23275 | 18977 | 343273 | |
| Richard Plumb | |||||
| 257155 | 6825 | 23275 | 30304 | 317559 | |
| Anne Prisco PHD | |||||
| 196699 | 16493 | 19255 | 45239 | 277686 | |
| Ernest D Rose PHD | |||||
| 196823 | 29404 | 19396 | 24490 | 270113 | |
| Evelynne B Scarboro | |||||
| 243298 | 9491 | 23275 | 18399 | 294463 | |
| Dennis Slon | |||||
| 251783 | 12070 | 23275 | 17947 | 305075 | |
| Paul Zeleza | |||||
| 259865 | 20353 | 23275 | 14178 | 317671 | |
Form990 Schedule J Part III Form990ScheduleJPartIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | SCHEDULE J, PART I, LINE 1A AND 1B | Identifier |
| Explanation | CERTAIN OFFICERS RECEIVE SOCIAL CLUB DUES AND REIMBURSE THE UNIVERSITY FOR ANY PERSONAL USE. Reimbursement of social club dues for business use is in accordance with University policy. Expenses and reimbursements are reviewed and approved as appropriate by the relevant authorities. The University does not currently follow a written policy regarding payment and reimbursement for those expenses as the review and approval process is comprehensive, and unusual expenses or reimbursement requests would be questioned. One of our highest compensated employees received a temporary housing allowance in conjunction with his relocation package. This allowance was treated as taxable income and is reflected in Part II, Line (B)(iii). | Explanation |
Schedule K IRS990ScheduleK
Form990 Schedule K Part I Form990ScheduleKPartI (3 entries)
| Issuer EINIssuerEIN | CUSIP NumberCUSIPNumber | Date IssuedDateIssued | Issue PriceIssuePrice | Description Of PurposeDescriptionOfPurpose | DefeasedDefeased | On Behalf Of IssuerOnBehalfOfIssuer | Pool FinancingPoolFinancing |
|---|---|---|---|---|---|---|---|
| CALIFORNIA EDUCATIONAL FACILITIES AUTHORITY | |||||||
| 521705592 | 130178VP8 | 2010-03-30 | 67035951 | REFUNDING CEFA 2008, 1997, AND NEW | false | false | false |
| CALIFORNIA EDUCATIONAL FACILITIES AUTHORITY | |||||||
| 521705592 | 130178V10 | 2010-03-30 | 38500000 | CEFA REFUND SERIES 2008 | false | false | false |
| CALIFORNIA EDUCATIONAL FACILITIES AUTHORITY | |||||||
| 521705592 | 130178H25 | 2011-11-22 | 23629875 | REFUNDING CEFA 2001A CIB | false | false | false |
Form990 Schedule K Part II Form990ScheduleKPartII (3 entries)
| Amount RetiredAmountRetired | Amount Bond DefeasedAmountBondDefeased | Total ProceedsTotalProceeds | Amount In Reserve FundAmountInReserveFund | Capitalized InterestCapitalizedInterest | Refunding EscrowRefundingEscrow | Issuance Costs From ProceedsIssuanceCostsFromProceeds | Credit EnhancementCreditEnhancement | Working Capital ExpendituresWorkingCapitalExpenditures | Capital ExpendituresCapitalExpenditures | Other Spent ProceedsOtherSpentProceeds | Amount UnspentAmountUnspent | Year Of Subst CompletionYearOfSubstCompletion | Current RefundingCurrentRefunding | Advance RefundingAdvanceRefunding | Final Allocation MadeFinalAllocationMade | Adequate Books And Recds MaintaindAdequateBooksAndRecdsMaintaind |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 0 | 0 | 67035951 | 0 | 0 | 0 | 627483 | 0 | 0 | 24148841 | 42279627 | 0 | 2011 | true | false | true | true |
| 0 | 0 | 38500000 | 0 | 0 | 0 | 375000 | 0 | 0 | 0 | 38125000 | 0 | 2010 | true | false | true | true |
| 0 | 0 | 23629875 | 0 | 0 | 0 | 390049 | 0 | 0 | 0 | 23239826 | 0 | true | false | true | true |
Form990 Schedule K Part III Form990ScheduleKPartIII (3 entries)
| Owning Bond Financed PropertyOwningBondFinancedProperty | Any Lease ArrangementsAnyLeaseArrangements | Mngment Cntrct Bond Financd PrprtyMngmentCntrctBondFinancdPrprty | Engage Bond Counsel ContractsEngageBondCounselContracts | Any Research AgreementsAnyResearchAgreements | Prcntge Prvt Business Use By OthersPrcntgePrvtBusinessUseByOthers | Percentage Of Prvt Business Re UBIPercentageOfPrvtBusinessReUBI | Total Private Business UseTotalPrivateBusinessUse | Post Issuance Compliance ProcdrsPostIssuanceComplianceProcdrs |
|---|---|---|---|---|---|---|---|---|
| false | true | true | false | false | 0.00800 | 0.00700 | 0.01500 | true |
| false | true | true | false | false | 0.01500 | 0.01500 | 0.03000 | true |
| 0 |
Form990 Schedule K Part IV Form990ScheduleKPartIV (3 entries)
| Form8038 T FiledForm8038TFiled | Variable Rate IssueVariableRateIssue | Hedge Identified In Books And RecdsHedgeIdentifiedInBooksAndRecds | Gross Proceeds Invested In GICGrossProceedsInvestedInGIC | Business Name Line1NameOfGICProvider/BusinessNameLine1 | Gross Proceeds InvestedGrossProceedsInvested | Exception To RebateExceptionToRebate |
|---|---|---|---|---|---|---|
| 0 | ||||||
| false | false | false | false | 0 | false | true |
| 0 | ||||||
| false | true | false | false | 0 | false | true |
| 0 | ||||||
| false | false | false | false | 0 | false | true |
Form990 Schedule K Part VI Form990ScheduleKPartVI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | SEE SCHEDULE O. | Identifier |
| Return Reference | 0 | ReturnReference |
Schedule L IRS990ScheduleL
Loan Table LoanTable (4 entries)
| Purpose Of LoanPurposeOfLoan | Loan From OrganizationLoanFromOrganization | Original PrincipalOriginalPrincipalAmount | Balance DueBalanceDue | DefaultDefault | Approved By BoardApprovedByBoard | Written AgreementWrittenAgreement |
|---|---|---|---|---|---|---|
| Anne Prisco | ||||||
| Home Equity Loan | X | $150,000 | 90000 | false | true | true |
| Earnest Rose | ||||||
| Home Equity Loan | X | $250,000 | 100000 | false | true | true |
| Dennis Draper | ||||||
| Home Equity Loan | X | $100,000 | 70000 | false | true | true |
| Richard Plumb | ||||||
| Home Equity Loan | X | $500,000 | 500000 | false | true | true |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Balance Due | 760000 | TotalBalanceDue |
Form990 Schedule L Part IV Form990ScheduleLPartIV (6 entries)
| RelationshipRelationship | Amount Of TransactionAmountOfTransaction | Description Of TransactionDescriptionOfTransaction | Sharing Of RevenuesSharingOfRevenues |
|---|---|---|---|
| Musick Peeler Garrett LP | |||
| Trustee is a Partner | 208885 | Legal Service Fee | false |
| PCAM | |||
| Trustee is CEO | 191138 | Parking Service Fee | false |
| John Page | |||
| Family Member of Trustee | 145065 | Compensation | false |
| Margaret Bove-LaMonica | |||
| Family Member of Officer | 93096 | Compensation | false |
| Paul Prisco | |||
| Family Member of Key Empl | 47885 | Compensation | false |
| Linda Rose | |||
| Family Member of Former | 38035 | Compensation | false |
Schedule M IRS990ScheduleM
| Field | Value | IRS element (for citing) |
|---|---|---|
| Works Of Art | WorksOfArt | |
| Art Historical Treasures | ArtHistoricalTreasures | |
| Art Fractional Interest | ArtFractionalInterest | |
| Books And Publications | BooksAndPublications |
Clothing And Household Goods ClothingAndHouseholdGoods
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Noncash Contribs Rptd F990 | 90153 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | COST | MethodOfDeterminingRevenues |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cars And Other Vehicles | CarsAndOtherVehicles | |
| Boats And Planes | BoatsAndPlanes | |
| Intellectual Property | IntellectualProperty |
Securities Publicly Traded SecuritiesPubliclyTraded
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 26 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 544919 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | FMV | MethodOfDeterminingRevenues |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities Closely Held Stock | SecuritiesCloselyHeldStock | |
| Securities Prtnrshp Trust Intrsts | SecuritiesPrtnrshpTrustIntrsts | |
| Securities Miscellaneous | SecuritiesMiscellaneous | |
| Qualified Contrib Hist Struct | QualifiedContribHistStruct | |
| Qualified Contrib Other | QualifiedContribOther |
Real Estate Residential RealEstateResidential
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 1 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 500000 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | FMV | MethodOfDeterminingRevenues |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real Estate Commercial | RealEstateCommercial | |
| Real Estate Other | RealEstateOther | |
| Collectibles | Collectibles | |
| Food Inventory | FoodInventory | |
| Drugs And Medical Supplies | DrugsAndMedicalSupplies | |
| Taxidermy | Taxidermy |
Historical Artifacts HistoricalArtifacts
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 2 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 73500 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | FMV | MethodOfDeterminingRevenues |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Scientific Specimens | ScientificSpecimens | |
| Archaeological Artifacts | ArchaeologicalArtifacts |
Other Non Cash Contributions Table OtherNonCashContributionsTable (3 entries)
| Non Cash CheckboxNonCashCheckbox | DescriptionDescription | Number Of ContributionsNumberOfContributions | Noncash Contribs Rptd F990NoncashContribsRptdF990 | Method Of Determining RevenuesMethodOfDeterminingRevenues |
|---|---|---|---|---|
| X | Theatrical Cameras | 0 | 130644 | COST |
| X | Athletic Equipment | 0 | 125740 | COST |
| X | TRAILER | 0 | 20000 | FMV |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of8283 Received | 4 | NumberOf8283Received |
| Any Property That Must Be Held | false | AnyPropertyThatMustBeHeld |
| Review Process Unusual NC Gifts | true | ReviewProcessUnusualNCGifts |
| Third Parties Used | true | ThirdPartiesUsed |
Form990 Schedule M Part II Form990ScheduleMPartII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | Schedule M, Part I, COLUMN B: | Identifier |
| Return Reference | THE UNIVERSITY IS REPORTING THE NUMBER OF CONTRIBUTIONS AND NOT THE NUMBER | ReturnReference |
| Explanation | OF ITEMS. Schedule M, Part I, 32B: THE UNIVERSITY MAY UTILIZE EXTERNAL REAL ESTATE PROFESSIONALS TO LIQUIDATE REAL ESTATE CONTRIBUTIONS. SCHEDULE M, PART I, 33: THE UNIVERSITY HAS ADOPTED SFAS NO. 116 - DISCLOSURE REQUIREMENTS. ASSETS DETERMINED TO BE A COLLECTION OR WORKS OF ART MAY NOT BE INCLUDED IN REVENUES OR GAINS IF THEY ARE NOT CAPITALIZED. THE CAPITALIZATION OF COLLECTIONS IS OPTIONAL. | Explanation |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | FORM 990, PART I, LINE 5 | Identifier |
| Explanation | A TOTAL OF 7,644 INDIVIDUALS WERE SENT W-2S BY THE UNIVERSITY IN CALENDAR YEAR 2011. INCLUDED IN THIS NUMBER ARE 3,567 EMPLOYEES AND 4,077 STUDENT WORKERS. FORM 990, PART I, Line 6 THERE ARE A NUMBER OF STUDENTS AND ALUMNI THAT VOLUNTEER THEIR TIME FOR VARIOUS PURPOSES AT THE UNIVERSITY. THESE VOLUNTEERS, HOWEVER, ARE NOT FORMALLY TRACKED BY THE UNIVERSITY. FORM 990, PART III, Line 4a LOYOLA MARYMOUNT UNIVERSITY IS AN INDEPENDENT, COEDUCATIONAL UNIVERSITY. IN FISCAL 2012, LMU PROVIDED INSTRUCTION, RESEARCH, STUDENT SERVICES, AND ACADEMIC SUPPORT FOR 8,917 FULL-TIME EQUIVALENT STUDENTS. OF THESE STUDENTS, 5,919 WERE UNDERGRADUATES, 1,772 WERE IN VARIOUS GRADUATE PROGRAMS, AND 1,226 WERE ENROLLED AT LOYOLA LAW SCHOOL. FULL TIME FACULTY EMPLOYED WAS 534, PART-TIME WAS 498, FOR A TOTAL FACULTY OF 1,032. FORM 990, PART VI, SECTION A, LINE 1A THE BOARD OF TRUSTEES OF LOYOLA MARYMOUNT UNIVERSITY HAS AN EXECUTIVE COMMITTEE WHICH MAY ACT FOR AND IN PLACE OF THE BOARD OF TRUSTEES BETWEEN REGULAR BOARD MEETINGS AND DURING ANY RECESS. ONLY TRUSTEES CAN BE MEMBERS OF THE EXECUTIVE COMMITTEE. IN NO EVENT SHALL THE EXECUTIVE COMMITTEE CONSIST OF LESS THAN THREE MEMBERS. EACH CATEGORY OF MEMBERSHIP OF THE BOARD (LAY PERSONS, JESUITS AND SISTERS) SHALL HAVE REPRESENTATION ON THE EXECUTIVE COMMITTEE. THE CHAIR OF THE BOARD SHALL CHAIR THE EXECUTIVE COMMITTEE, AND THE PRESIDENT SHALL BE A MEMBER, EX OFFICIO. THE BOARD EXECUTIVE COMMITTEE SHALL HAVE ALL OF THE POWERS OF THE BOARD OF TRUSTEES AND EXERCISE ALL OF ITS DUTIES, EXCEPT: (I) THOSE WHICH REQUIRE BY LAW, THE ARTICLES OF INCORPORATION OR THE BYLAWS CONCURRENCE BY A GREATER NUMBER OF MEMBERS OF THE BOARD THAN REQUIRED FOR BOARD APPROVAL; AND (II) THOSE WHICH MAY, FROM TIME TO TIME, BE SPECIFICALLY WITHHELD FROM THE EXECUTIVE COMMITTEE BY THE BOARD OR THE BYLAWS. FORM 990, PART VI, SECTION A, LINE 2 THE TRUSTEES PAUL W. MIKOS AND TIMOTHY G. PSOMAS HAVE A BUSINESS RELATIONSHIP. Form 990, PART VI, SECTION A, LINE 11A IN CONJUNCTION WITH PRICEWATERHOUSECOOPERS, A FORM 990 IS PREPARED FOR MANAGEMENT REVIEW. THE FORM 990 IS THEN REVIEWED BY THE AUDIT COMMITTEE. A COPY OF THE FORM 990 WAS PROVIDED TO THE UNIVERSITY'S GOVERNING BODY BEFORE IT WAS FILED. Form 990, PART VI, SECTION B, LINE 12B THE CONFLICT OF INTEREST POLICY FOR ADMINISTRATIVE EMPLOYEES (INCLUDING OFFICERS AND KEY EMPLOYEES) IS COMPLETED BY THOSE INDIVIDUALS WHO ARE NOT ON THE FACULTY WHEN HIRED. IT IS UPDATED ANNUALLY OR AT A TIME OF SIGNIFICANT CHANGE IN INTEREST OCCURS THEREAFTER BY ALL INDIVIDUALS DESIGNATED BY THE SENIOR VICE PRESIDENT OF A DIVISION OR BY THE PRESIDENT FOR THE UNIVERSITY AS A WHOLE. INTERNAL AUDIT ADMINISTERS THE DISTRIBUTION AND COLLECTION OF THE ANNUAL DISCLOSURES WORKING WITH THE APPROPRIATE SENIOR VICE PRESIDENTS. IN ACCORDANCE WITH THE POLICY, FOR MATTERS DISCLOSED, A WRITTEN DETERMINATION AS TO WHETHER THE MATTER CONSTITUTES A CONFLICT IS MADE BY THE SENIOR VICE PRESIDENT OF THE EMPLOYEE'S DIVISION. THE EMPLOYEE IS INFORMED OF THE DETERMINATION. THE TRUSTEE'S CONFLICT OF INTEREST POLICY IS ADMINISTERED BY THE PRESIDENT'S OFFICE ANNUALLY, AND DISCLOSURES ARE REVIEWED BY THE UNIVERSITY'S GENERAL COUNSEL. IF IT IS DETERMINED THAT A CONFLICT EXISTS, THE TRUSTEE DOES NOT VOTE WITH THE BOARD OF TRUSTEES ON MATTERS THAT RELATE TO THAT CONFLICT. A SEPARATE POLICY EXISTS FOR FACULTY MEMBERS WHO DO NOT HAVE BUDGET AUTHORITY (THE FACULTY POLICY). Form 990, PART VI, SECTION B, LINE 15 AN INDEPENDENT COMPENSATION CONSULTANT COMPLETES A COMPREHENSIVE STUDY OF EXECUTIVE COMPENSATION EVERY OTHER YEAR IN ODD YEARS, AND USES A PREDETERMINED COMPARATOR GROUP OF UNIVERSITIES AND SIMILAR SIZED ORGANIZATIONS TO BENCHMARK LEADERSHIP POSITIONS. WELL RECOGNIZED SALARY SURVEY DATA IS USED. ALL EXECUTIVES ARE EMPLOYED "AT WILL" BUT COMPENSATION AT TIME OF HIRE IS ARTICULATED IN THEIR EMPLOYMENT AGREEMENTS. THE BOARD OF TRUSTEES REVIEWS AND APPROVES THE COMPENSATION FOR THE PRESIDENT AND CFO ANNUALLY. THE MEMBERS OF THE SOCIETY OF JESUS, THE RELIGIOUS OF THE SACRED HEART OF MARY, AND THE SISTERS OF ST. JOSEPH OF ORANGE CONSTITUTE APROXIMATELY 3% OF THE UNIVERSITY'S FULL AND PART-TIME FACULTY AND ADMINISTRATIVE STAFF. DURING THE YEAR ENDED MAY 31, 2012, THE UNIVERSITY PAID THESE RELIGIOUS COMMUNITIES APPROXIMATELY $3,085,000 FOR THEIR SERVICES. Form 990, PART VI, SECTION C, LINE 19 THE UNIVERSITY'S FINANCIAL STATEMENTS, FORM 990, AND CONFLICT OF INTEREST POLICY ARE ALL AVAILABLE FOR PUBLIC REVIEW ON THE UNIVERSITY'S WEBSITE. THE UNIVERSITY'S GOVERNING DOCUMENTS ARE AVAILABLE FOR PUBLIC REVIEW UPON REQUEST. FORM 990, PART XI, LINE 5 EQUALS NET UNREALIZED LOSSES ON INVESTMENTS OF $32,614,520 LESS BEGINNING OF YEAR ROUNDING ADJUSTMENT OF $522 LESS INVESTMENT EXPENSES OF $1,114,525 LESS CHANGE IN VALUE OF INTEREST SWAP AGREEMENT OF $4,639,319. SCHEDULE K, PART III, LINE 3B EXTERNAL LEGAL REVIEW OF POTENTIAL PRIVATE USE DERIVED FROM MANAGEMENT/SERVICE CONTRACTS WILL BE INCORPORATED INTO UNIVERSITY POLICY IN FISCAL 2013. SCHEDULE K, PART V THE ORGANIZATION ESTABLISHED WRITTEN PROCEDURES TO ENSURE THAT VIOLATIONS OF FEDERAL TAX REQUIREMENTS ARE TIMELY IDENTIFIED AND CORRECTED THROUGH THE VOLUNTARY CLOSING AGREEMENT PROGRAM IN FISCAL 2013. | Explanation |
Schedule R IRS990ScheduleR
Form990 Schedule R Part IV Form990ScheduleRPartIV (2 entries)
| Primary ActivityPrimaryActivity | Legal Domicile StateLegalDomicileState | Business Name Line1DirectControllingEntityName/BusinessNameLine1 | Type Of EntityTypeOfEntity |
|---|---|---|---|
| CHARITABLE REMAINDER TRUSTS (12) | |||
| FUNDRAISING | CA | NA | T |
| POOLED INCOME TRUST (1) | |||
| FUNDRAISING | CA | NA | T |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Ann Rents Royalties | false | ReceiptOfIntAnnRentsRoyalties |
| Gift Grant Or Cap Contr To Other Org | false | GiftGrantOrCapContrToOtherOrg |
| Gift Grant Or Cap Contr Fr Other Org | false | GiftGrantOrCapContrFrOtherOrg |
| Loans Or Guarantees To Other Org | false | LoansOrGuaranteesToOtherOrg |
| Loans Or Guarantees From Other Org | false | LoansOrGuaranteesFromOtherOrg |
| Sale Of Assets To Other Org | false | SaleOfAssetsToOtherOrg |
| Purchase Of Assets From Other Org | false | PurchaseOfAssetsFromOtherOrg |
| Exchange Of Assets | false | ExchangeOfAssets |
| Rental Of Facilities To Other Orgs | false | RentalOfFacilitiesToOtherOrgs |
| Rental Of Facilities Fr Other Orgs | false | RentalOfFacilitiesFrOtherOrgs |
| Perform Of Services For Other Orgs | false | PerformOfServicesForOtherOrgs |
| Perform Of Services By Other Orgs | false | PerformOfServicesByOtherOrgs |
| Sharing Of Facilities | false | SharingOfFacilities |
| Sharing Of Paid Employees | false | SharingOfPaidEmployees |
| Reimbursement Paid To Other Org | false | ReimbursementPaidToOtherOrg |
| Reimbursement Paid By Other Org | false | ReimbursementPaidByOtherOrg |
| Other Transfer To Other Org | false | OtherTransferToOtherOrg |
| Other Transfer From Other Org | false | OtherTransferFromOtherOrg |
Comments