LOYOLA UNIVERSITY MARYLAND INC: Form 990, tax year 2011
View the entire original 990 at ProPublica ↗
- Organization
- LOYOLA UNIVERSITY MARYLAND INC (EIN 52-0591623)
- Tax period
- 2011-06-01 to 2012-05-31
- Filed
- 2012-12-18
- IRS object ID
- 201233549349300303
- Schema version
- 2011v1.2
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule B
- Schedule D
- Schedule E
- Schedule F
- Schedule G
- Schedule I
- Schedule J
- Schedule K
- Schedule L
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2012-12-18T08:10:49-07:00 | Timestamp |
| Tax Period End Date | 2012-05-31 | TaxPeriodEndDate |
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2011-06-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 520591623 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LOYOLA UNIVERSITY MARYLAND INC | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | LOYO | NameControl |
| Phone | 4106172341 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4501 N Charles Street | AddressLine1 |
| City | Baltimore | City |
| State | MD | State |
| ZIP Code | 212102699 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | Brian Linnane SJ | Name |
| Title | President | Title |
| Phone | 4106172345 | Phone |
| Date Signed | 2012-12-18 | DateSigned |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2011 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | Rev Brian F Linnane SJ President | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4501 North Charles Street | AddressLine1 |
| City | Baltimore | City |
| State | MD | State |
| ZIP Code | 21210 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 259019798 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | www.loyola.edu | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1853 | YearFormation |
| State Legal Domicile | MD | StateLegalDomicile |
| Activity Or Mission Description | Loyola University Maryland is a Jesuit Catholic university committed to the educational and spiritual traditions of the Society of Jesus and to the ideals of liberal education and the development of the whole person. Accordingly, the University will inspire students to learn, lead, and serve in a diverse and changing world. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 28 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 25 | NbrIndependentVotingMembers |
| Total Nbr Employees | 3735 | TotalNbrEmployees |
| Total Nbr Volunteers | 0 | TotalNbrVolunteers |
| Total Gross UBI | 104245 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 0 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 16942915 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 18613943 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 206651769 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 217756171 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 12349067 | InvestmentIncomePriorYear |
| Investment Income Current Year | 6199089 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 2462454 | OtherRevenuePriorYear |
| Other Revenue Current Year | 2937934 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 238406205 | TotalRevenuePriorYear |
| Total Revenue Current Year | 245507137 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 51025083 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 56892482 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 90513153 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 93588465 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 54922 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 4037 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 4547107 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 84895762 | OtherExpensePriorYear |
| Other Expenses Current Year | 81751523 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 226488920 | TotalExpensesPriorYear |
| Total Expenses Current Year | 232236507 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 11917285 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 13270630 | RevenuesLessExpensesCY |
| Total Assets BOY | 531869357 | TotalAssetsBOY |
| Total Assets EOY | 531232852 | TotalAssetsEOY |
| Total Liabilities BOY | 183594450 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 185239244 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 348274907 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 345993608 | NetAssetsOrFundBalancesEOY |
| Mission Description | Loyola University Maryland is a Jesuit Catholic university committed to the educational and spiritual traditions of the Society of Jesus and to the ideals of liberal education and the development of the whole person. Accordingly, the University will inspire students to learn, lead, and serve in a diverse and changing world. | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 120352212 | Expense |
| Grants | 56854580 | Grants |
| Revenue | 182271190 | Revenue |
| Description | Instruction of 3,863 undergraduate and 2,217 graduate students (6,080 students) | Description |
Activity2 Activity2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 30529772 | Expense |
| Grants | 0 | Grants |
| Revenue | 2724284 | Revenue |
| Description | Providing academic and personal services to students (6,080 students) | Description |
Activity3 Activity3
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 23255082 | Expense |
| Grants | 0 | Grants |
| Revenue | 32188951 | Revenue |
| Description | Housing, food service and other student services | Description |
Activity Other ActivityOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 3066681 | Expense |
| Grants | 0 | Grants |
| Revenue | 0 | Revenue |
| Description | Research and development programs provided by faculty and public service programs performed to benefit the public in general | Description |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Other Program Service Exp | 3066681 | TotalOfOtherProgramServiceExp |
| Total Of Other Program Service Grnt | 0 | TotalOfOtherProgramServiceGrnt |
| Total Of Other Program Service Rev | 0 | TotalOfOtherProgramServiceRev |
| Total Program Service Expense | 177203747 | TotalProgramServiceExpense |
| Described In501 C3 | 1 | DescribedIn501C3 |
| Schedule B Required | 1 | ScheduleBRequired |
| Political Activities | 0 | PoliticalActivities |
| Lobbying Activities | 0 | LobbyingActivities |
| Subject To Proxy Tax | 0 | SubjectToProxyTax |
| Donor Advised Funds | 0 | DonorAdvisedFunds |
| Conservation Easements | 0 | ConservationEasements |
| Collections Of Art | 1 | CollectionsOfArt |
| Credit Counseling | 0 | CreditCounseling |
| Term Or Permanent Endowments | 1 | TermOrPermanentEndowments |
| Report Land Bldg Equip | 1 | ReportLandBldgEquip |
| Report Invest Oth Securities | 1 | ReportInvestOthSecurities |
| Report Prog Rel Invest | 0 | ReportProgRelInvest |
| Report Other Assets | 0 | ReportOtherAssets |
| Report Other Liabilities | 1 | ReportOtherLiabilities |
| Report Fin48 Footnote | 1 | ReportFin48Footnote |
| Independent Audit Financial Stmt | 1 | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | 0 | ConsolidatedAuditFinancialStmt |
| School | 1 | School |
| Foreign Office | 1 | ForeignOffice |
| Foreign Activities | 1 | ForeignActivities |
| More Than5000 K To Organizations | 0 | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | 1 | MoreThan5000KToIndividuals |
| Professional Fundraising | 0 | ProfessionalFundraising |
| Fundraising Activities | 1 | FundraisingActivities |
| Gaming | 0 | Gaming |
| Hospital | 0 | Hospital |
| Grants To Organizations | 1 | GrantsToOrganizations |
| Grants To Individuals | 1 | GrantsToIndividuals |
| Schedule J Required | 1 | ScheduleJRequired |
| Tax Exempt Bonds | 1 | TaxExemptBonds |
| Invest Tax Exempt Bonds | 0 | InvestTaxExemptBonds |
| Escrow Account | 0 | EscrowAccount |
| On Behalf Of Issuer | 0 | OnBehalfOfIssuer |
| Excess Benefit Transaction | 0 | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | 0 | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | 0 | LoanToOfficerOrDQP |
| Grant To Related Person | 0 | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | 0 | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | 0 | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | 1 | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | 1 | DeductibleNonCashContributions |
| Deductible Contributions Of Art | 0 | DeductibleContributionsOfArt |
| Terminated | 0 | Terminated |
| Partial Liquidation | 0 | PartialLiquidation |
| Disregarded Entity | 0 | DisregardedEntity |
| Related Entity | 1 | RelatedEntity |
| Related Org Controlled Entity | 0 | RelatedOrgControlledEntity |
| Transaction Related Entity | 0 | TransactionRelatedEntity |
| Transfers To Exempt Non Chrtbl Org | 0 | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | 0 | ActivitiesConductedPartnership |
| Schedule O Required | 1 | ScheduleORequired |
| Number Forms Transmitted With1096 | 395 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | 1 | ComplianceWithBackupWitholding |
| Number Of Employees | 3735 | NumberOfEmployees |
| Employment Tax Returns Filed | 1 | EmploymentTaxReturnsFiled |
| Unrelated Business Income | 1 | UnrelatedBusinessIncome |
| Form990-T Filed | 1 | Form990-TFiled |
| Foreign Financial Account | 1 | ForeignFinancialAccount |
| Name Of Foreign Country | BE | NameOfForeignCountry |
| Name Of Foreign Country | UK | NameOfForeignCountry |
| Name Of Foreign Country | EI | NameOfForeignCountry |
| Name Of Foreign Country | SP | NameOfForeignCountry |
| Name Of Foreign Country | TH | NameOfForeignCountry |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTrans |
| Taxable Party Notification | 0 | TaxablePartyNotification |
| Non Deductible Contributions | 0 | NonDeductibleContributions |
| Quid Pro Quo Contributions | 1 | QuidProQuoContributions |
| Quid Pro Quo Disclosure | 1 | QuidProQuoDisclosure |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOf |
| Funds To Pay Premiums | 0 | FundsToPayPremiums |
| Premiums Paid | 0 | PremiumsPaid |
| Indoor Tanning Services | 0 | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 28 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 25 | NumberIndependentVotingMembers |
| Family Or Business Relationship | 0 | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | 0 | DelegationOfManagementDuties |
| Changes To Organizing Docs | 0 | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuse |
| Members Or Stockholders | 0 | MembersOrStockholders |
| Election Of Board Members | 0 | ElectionOfBoardMembers |
| Decisions Subject To Approval | 0 | DecisionsSubjectToApproval |
| Minutes Of Governing Body | 1 | MinutesOfGoverningBody |
| Minutes Of Committees | 1 | MinutesOfCommittees |
| Officer Mailing Address | 0 | OfficerMailingAddress |
| Local Chapters | 0 | LocalChapters |
| Form990 Provided To Governing Body | 1 | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | 1 | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | 1 | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | 1 | RegularMonitoringEnforcement |
| Whistleblower Policy | 1 | WhistleblowerPolicy |
| Document Retention Policy | 1 | DocumentRetentionPolicy |
| Compensation Process CEO | 1 | CompensationProcessCEO |
| Compensation Process Other | 0 | CompensationProcessOther |
| Investment In Joint Venture | 0 | InvestmentInJointVenture |
| States Where Copy Of Return Is Filed | MD | StatesWhereCopyOfReturnIsFiled |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | Kelly R Nelson | NamePerson |
| Telephone Number | 4106172341 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4501 N Charles Street | AddressLine1 |
| City | Baltimore | City |
| State | MD | State |
| ZIP Code | 212102699 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (47 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | OfficerOfficer | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | Key EmployeeKeyEmployee | Highest Compensated EmployeeHighestCompensatedEmployee | FormerFormer |
|---|---|---|---|---|---|---|---|---|---|
| Brian Linnane SJ | |||||||||
| President | 50 | X | X | 0 | 0 | 0 | |||
| Kevin Keelty | |||||||||
| Trustee | 0.5 | X | 0 | 0 | 0 | ||||
| William Campbell SJ | |||||||||
| Trustee | 0.5 | X | 0 | 0 | 0 | ||||
| James Forbes | |||||||||
| Trustee | 0.5 | X | 0 | 0 | 0 | ||||
| W Bradley Bennett | |||||||||
| Trustee | 0.5 | X | 0 | 0 | 0 | ||||
| John R Cochran | |||||||||
| Trustee | 0.5 | X | 0 | 0 | 0 | ||||
| Louis Cestello | |||||||||
| Trustee | 0.5 | X | 0 | 0 | 0 | ||||
| Richard Hug | |||||||||
| Trustee | 0.5 | X | 0 | 0 | 0 | ||||
| Robert Kelly | |||||||||
| Trustee | 0.5 | X | 0 | 0 | 0 | ||||
| James Latchford | |||||||||
| Trustee | 0.5 | X | 0 | 0 | 0 | ||||
| J Richard Fredericks | |||||||||
| Trustee | 0.5 | X | 0 | 0 | 0 | ||||
| T Frank Kennedy SJ | |||||||||
| Trustee | 0.5 | X | 0 | 0 | 0 | ||||
| M Cathleen Kaveny | |||||||||
| Trustee | 0.5 | X | 0 | 0 | 0 | ||||
| Gino Gemignani | |||||||||
| Trustee | 0.5 | X | 0 | 0 | 0 | ||||
| Jose Badenes SJ | |||||||||
| Trustee | 0.5 | X | 0 | 0 | 0 | ||||
| IH Hammerman II | |||||||||
| Trustee | 0.5 | X | 0 | 0 | 0 | ||||
| Hugh Mohler | |||||||||
| Trustee | 0.5 | X | 0 | 0 | 0 | ||||
| Aine O'Connor RSM | |||||||||
| Trustee | 0.5 | X | 0 | 0 | 0 | ||||
| H Edward Hanway | |||||||||
| Trustee | 0.5 | X | 0 | 0 | 0 | ||||
| Ashley Bergmann | |||||||||
| Trustee | 0.5 | X | 0 | 0 | 0 | ||||
| Michael Tunney SJ | |||||||||
| Trustee | 0.5 | X | 0 | 0 | 0 | ||||
| Kenneth Boehl | |||||||||
| Trustee | 0.5 | X | 0 | 0 | 0 | ||||
| Michael Cataneo | |||||||||
| Trustee | 0.5 | X | 0 | 0 | 0 | ||||
| Kevin Finnerty | |||||||||
| Trustee | 0.5 | X | 0 | 0 | 0 | ||||
| Mark Knott | |||||||||
| Trustee | 0.5 | X | 0 | 0 | 0 | ||||
| Gerry Holthaus | |||||||||
| Trustee | 0.5 | X | 0 | 0 | 0 | ||||
| Nicolas DeGeorge | |||||||||
| Trustee | 0.5 | X | 0 | 0 | 0 | ||||
| Sharon Euart RSM | |||||||||
| Trustee | 0.5 | X | 0 | 0 | 0 | ||||
| David Ferguson | |||||||||
| Trustee | 0.5 | X | 0 | 0 | 0 | ||||
| John C Lee IV | |||||||||
| Trustee | 0.5 | X | 0 | 0 | 0 | ||||
| Thomas M Thornton | |||||||||
| Trustee | 0.5 | X | 0 | 0 | 0 | ||||
| Timothy Snyder | |||||||||
| Vice President | 50 | X | 256569 | 0 | 34091 | ||||
| Megan Gillick | |||||||||
| Vice President | 50 | X | 214210 | 0 | 30791 | ||||
| Susan Donovan | |||||||||
| Executive Vice President | 50 | X | 274435 | 0 | 78272 | ||||
| Terrence Sawyer | |||||||||
| Vice President | 50 | X | 257610 | 0 | 49481 | ||||
| Marc Camille | |||||||||
| Vice President | 50 | X | 218917 | 0 | 47088 | ||||
| Randall Gentzler | |||||||||
| Vice President | 50 | X | 188632 | 0 | 24111 | ||||
| Sheilah Horton | |||||||||
| Vice President | 50 | X | 76503 | 0 | 6702 | ||||
| Karyl Leggio | |||||||||
| Dean | 50 | 252581 | 0 | 42673 | X | ||||
| James Miracky SJ | |||||||||
| Dean | 50 | 0 | 0 | 0 | X | ||||
| James Patsos | |||||||||
| Head Coach | 50 | 275589 | 0 | 29852 | X | ||||
| Peter Lorenzi | |||||||||
| Professor | 50 | 185827 | 0 | 41058 | X | ||||
| James Paquette | |||||||||
| Assistant Vice President/Athletic Director | 50 | 193870 | 0 | 41980 | X | ||||
| Gloria Wren | |||||||||
| Professor | 50 | 176778 | 0 | 22659 | X | ||||
| Joseph Logan | |||||||||
| Head Coach | 50 | 166977 | 0 | 38933 | X | ||||
| John Palmucci | |||||||||
| Vice President | 0 | 203018 | 0 | 0 | X | ||||
| Peter Murrell | |||||||||
| Dean | 0 | 145717 | 0 | 30479 | X | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 3087233 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 518170 | TotalOtherCompensation |
| Number Individuals GT100 K | 130 | NumberIndividualsGT100K |
| Formers Listed | 1 | FormersListed |
| Total Comp GT150 K | 1 | TotalCompGT150K |
| Compensation From Other Sources | 0 | CompensationFromOtherSources |
Contractor Compensation ContractorCompensation (5 entries)
| Address Line1AddressOfContractor/AddressUS/AddressLine1 | CityAddressOfContractor/AddressUS/City | StateAddressOfContractor/AddressUS/State | ZIP CodeAddressOfContractor/AddressUS/ZIPCode | Description Of ServicesDescriptionOfServices | CompensationCompensation |
|---|---|---|---|---|---|
| Whiting-Turner Contracting | |||||
| PO Box 17596 | Baltimore | MD | 21297 | Construction | 4838923 |
| Sodexo Inc and Affiliate | |||||
| PO Box 536922 | Atlanta | GA | 303536922 | Food Service Operations | 6268858 |
| Merritt Properties LLC | |||||
| 2066 Lord Baltimore Drive | Baltimore | MD | 21244 | Property Management | 1778307 |
| Pinnacle Communications Resource | |||||
| 6507 York Road | Baltimore | MD | 21212 | Advertising | 991622 |
| Royall & Company Inc | |||||
| 1920 East Parham Road | Richmond | VA | 23228 | Advertising | 1098177 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 78 | NumberOfContractorsGT100K |
| Federated Campaigns | 0 | FederatedCampaigns |
| Membership Dues | 0 | MembershipDues |
| Fundraising Events | 185895 | FundraisingEvents |
| Related Organizations | 0 | RelatedOrganizations |
| Government Grants | 7424183 | GovernmentGrants |
| All Other Contributions | 11003865 | AllOtherContributions |
| Noncash Contributions | 5581620 | NoncashContributions |
| Total Contributions | 18613943 | TotalContributions |
Program Service Revenue ProgramServiceRevenue (5 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome | Unrelated Business RevenueUnrelatedBusinessRevenue | ExclusionExclusionAmount |
|---|---|---|---|---|---|
| Tuition and fees | 611310 | 181197940 | 181197940 | 0 | $0 |
| Residence, food service, telephone | 611310 | 32188951 | 32188951 | 0 | $0 |
| Special ed programs | 611310 | 1025391 | 1025391 | 0 | $0 |
| ID cards, orientation, parking | 611310 | 1029599 | 120168 | 0 | $909,431 |
| Athletics, conferences, retreat | 611310 | 2314290 | 739789 | 51191 | $1,523,310 |
Total Oth Program Service Revenue TotalOthProgramServiceRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $0 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 217756171 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 4329247 | TotalRevenueColumn |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 53054 | UnrelatedBusinessRevenue |
| Exclusion | $4,276,193 | ExclusionAmount |
Income From Invest Bond Proceeds IncomeFromInvestBondProceeds
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 330 | TotalRevenueColumn |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $330 | ExclusionAmount |
Royalties Revenue RoyaltiesRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 100949 | TotalRevenueColumn |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $100,949 | ExclusionAmount |
Gross Rents GrossRents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 594156 | Real |
| Personal | 0 | Personal |
Less Rental Expenses LessRentalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 0 | Real |
| Personal | 0 | Personal |
Rental Income Or Loss RentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 594156 | Real |
| Personal | 0 | Personal |
Net Rental Income Or Loss NetRentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 594156 | TotalRevenueColumn |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $594,156 | ExclusionAmount |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 15115747 | Securities |
| Other | 0 | Other |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 13246235 | Securities |
| Other | 0 | Other |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 1869512 | Securities |
| Other | 0 | Other |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 1869512 | TotalRevenueColumn |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $1,869,512 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Income Fundraising Events | 215025 | GrossIncomeFundraisingEvents |
| Cntrbtns Rprtd Fundraising Events | 185895 | CntrbtnsRprtdFundraisingEvents |
| Fundraising Direct Expenses | 266426 | FundraisingDirectExpenses |
Net Income From Fundraising Events NetIncomeFromFundraisingEvents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -51401 | TotalRevenueColumn |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | -$51,401 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Income Gaming | 0 | GrossIncomeGaming |
| Gaming Direct Expenses | 0 | GamingDirectExpenses |
Net Income From Gaming NetIncomeFromGaming
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $0 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | 0 | GrossSalesOfInventory |
| Cost Of Goods Sold | 0 | CostOfGoodsSold |
Net Income Or Loss NetIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $0 | ExclusionAmount |
Other Revenue Misc OtherRevenueMisc (2 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome | Unrelated Business RevenueUnrelatedBusinessRevenue | ExclusionExclusionAmount |
|---|---|---|---|---|---|
| Fitness and Aquatic Center | 611310 | 1423754 | 1423754 | 0 | $0 |
| Miscellanous | 611310 | 870476 | 870476 | 0 | $0 |
Miscellaneous Revenue MiscellaneousRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $0 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 2294230 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 245507137 | TotalRevenueColumn |
| Related Or Exempt Function Income | 217566469 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 104245 | UnrelatedBusinessRevenue |
| Exclusion | $9,222,480 | ExclusionAmount |
Grants To Domestic Orgs GrantsToDomesticOrgs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 37902 | Total |
| Program Services | 37902 | ProgramServices |
Grants To Domestic Individuals GrantsToDomesticIndividuals
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 56011140 | Total |
| Program Services | 56011140 | ProgramServices |
Foreign Grants ForeignGrants
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 843440 | Total |
| Program Services | 843440 | ProgramServices |
Benefits To Members BenefitsToMembers
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
| Program Services | 0 | ProgramServices |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2524393 | Total |
| Program Services | 1244022 | ProgramServices |
| Management And General | 1030463 | ManagementAndGeneral |
| Fundraising | 249908 | Fundraising |
Comp Disqual Persons CompDisqualPersons
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
| Program Services | 0 | ProgramServices |
| Management And General | 0 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 71945723 | Total |
| Program Services | 57527771 | ProgramServices |
| Management And General | 12290186 | ManagementAndGeneral |
| Fundraising | 2127766 | Fundraising |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 6217479 | Total |
| Program Services | 4054331 | ProgramServices |
| Management And General | 1991659 | ManagementAndGeneral |
| Fundraising | 171489 | Fundraising |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 8171359 | Total |
| Program Services | 4985800 | ProgramServices |
| Management And General | 2977228 | ManagementAndGeneral |
| Fundraising | 208331 | Fundraising |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 4729511 | Total |
| Program Services | 3648485 | ProgramServices |
| Management And General | 923435 | ManagementAndGeneral |
| Fundraising | 157591 | Fundraising |
Fees For Services Management FeesForServicesManagement
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
| Program Services | 0 | ProgramServices |
| Management And General | 0 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 188121 | Total |
| Program Services | 0 | ProgramServices |
| Management And General | 188121 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 274419 | Total |
| Program Services | 0 | ProgramServices |
| Management And General | 274419 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Fees For Services Lobbying FeesForServicesLobbying
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
| Program Services | 0 | ProgramServices |
| Management And General | 0 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 4037 | Total |
| Fundraising | 4037 | Fundraising |
Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 439732 | Total |
| Program Services | 0 | ProgramServices |
| Management And General | 439732 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 6988585 | Total |
| Program Services | 2846411 | ProgramServices |
| Management And General | 4055113 | ManagementAndGeneral |
| Fundraising | 87061 | Fundraising |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 3517999 | Total |
| Program Services | 1881411 | ProgramServices |
| Management And General | 1481788 | ManagementAndGeneral |
| Fundraising | 154800 | Fundraising |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 5884511 | Total |
| Program Services | 3019880 | ProgramServices |
| Management And General | 2748440 | ManagementAndGeneral |
| Fundraising | 116191 | Fundraising |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 9794353 | Total |
| Program Services | 955691 | ProgramServices |
| Management And General | 8814971 | ManagementAndGeneral |
| Fundraising | 23691 | Fundraising |
Royalties Royalties
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 11160 | Total |
| Program Services | 11160 | ProgramServices |
| Management And General | 0 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 8661236 | Total |
| Program Services | 3510739 | ProgramServices |
| Management And General | 5150497 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 3897053 | Total |
| Program Services | 3012805 | ProgramServices |
| Management And General | 741321 | ManagementAndGeneral |
| Fundraising | 142927 | Fundraising |
Travel Entrtnmnt Public Officials TravelEntrtnmntPublicOfficials
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
| Program Services | 0 | ProgramServices |
| Management And General | 0 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 979012 | Total |
| Program Services | 734310 | ProgramServices |
| Management And General | 197838 | ManagementAndGeneral |
| Fundraising | 46864 | Fundraising |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 6813949 | Total |
| Program Services | 6801277 | ProgramServices |
| Management And General | 12672 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Payments To Affiliates PaymentsToAffiliates
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
| Program Services | 0 | ProgramServices |
| Management And General | 0 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 10273649 | Total |
| Program Services | 9611575 | ProgramServices |
| Management And General | 578412 | ManagementAndGeneral |
| Fundraising | 83662 | Fundraising |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1334154 | Total |
| Program Services | 112045 | ProgramServices |
| Management And General | 1222109 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Other Expenses OtherExpenses (4 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral | FundraisingFundraising |
|---|---|---|---|---|
| Library operations | 2940847 | 2940847 | 0 | 0 |
| Study abroad tuition | 4246700 | 4246700 | 0 | 0 |
| Repairs and replacement | 864941 | 864941 | 0 | 0 |
| Other | 14641102 | 8301064 | 5367249 | 972789 |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 232236507 | Total |
| Program Services | 177203747 | ProgramServices |
| Management And General | 50485653 | ManagementAndGeneral |
| Fundraising | 4547107 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 0 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 23440423 | BOY |
| EOY | 34817011 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3804958 | BOY |
| EOY | 3195278 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1547835 | BOY |
| EOY | 1636786 | EOY |
Receivables From Officers Etc ReceivablesFromOfficersEtc
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | 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 | 2419637 | BOY |
| EOY | 2494334 | 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 | 5254262 | BOY |
| EOY | 3126453 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 446798403 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 127448566 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 321005322 | BOY |
| EOY | 319349837 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 94201096 | BOY |
| EOY | 91747398 | EOY |
Investments Other Securities InvestmentsOtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 67787782 | BOY |
| EOY | 61672294 | EOY |
Investments Program Related InvestmentsProgramRelated
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2172540 | BOY |
| EOY | 3389889 | 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 | 10235502 | BOY |
| EOY | 9803572 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 531869357 | BOY |
| EOY | 531232852 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 12459494 | BOY |
| EOY | 14277897 | 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 | 7087226 | BOY |
| EOY | 7129829 | EOY |
Tax Exempt Bond Liabilities TaxExemptBondLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 153037842 | BOY |
| EOY | 150047552 | EOY |
Escrow Account Liability EscrowAccountLiability
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | 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 | 11009888 | BOY |
| EOY | 13783966 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 183594450 | BOY |
| EOY | 185239244 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 264520977 | BOY |
| EOY | 261327335 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 28260309 | BOY |
| EOY | 23669810 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 55493621 | BOY |
| EOY | 60996463 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 348274907 | BOY |
| EOY | 345993608 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 531869357 | BOY |
| EOY | 531232852 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | 13270630 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | -15551929 | ReconcilationOtherChanges |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | 0 | AccountantCompileOrReview |
| FS Audited | 1 | FSAudited |
| Audit Committee | 1 | AuditCommittee |
| Financial Statement Separate | X | FinancialStatementSeparate |
| Federal Grant Audit Required | 1 | FederalGrantAuditRequired |
| Federal Grant Audit Performed | 1 | 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 D IRS990ScheduleD
Art Public Exhibition Amts ArtPublicExhibitionAmts
| Field | Value | IRS element (for citing) |
|---|---|---|
| Revenues Included | 0 | RevenuesIncluded |
| Assets In Part X | 71048 | AssetsInPartX |
Held Works Of Art Amts HeldWorksOfArtAmts
| Field | Value | IRS element (for citing) |
|---|---|---|
| Revenues Included | 0 | RevenuesIncluded |
| Assets In Part X | 0 | AssetsInPartX |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Collect Used For Public Exhibition | X | CollectUsedForPublicExhibition |
| Solicited Assets For Sale | 0 | SolicitedAssetsForSale |
Current Year CurrentYear
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 165928310 | BeginningOfYearBalance |
| Contributions | 5148310 | Contributions |
| Investment Earnings Or Losses | -7602319 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 1434248 | GrantsOrScholarships |
| Other Expenditures | 5468745 | OtherExpenditures |
| Administrative Expenses | 449464 | AdministrativeExpenses |
| End Of Year Balance | 156121844 | EndOfYearBalance |
Current Year Minus1 Year CurrentYearMinus1Year
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 138726310 | BeginningOfYearBalance |
| Contributions | 12063142 | Contributions |
| Investment Earnings Or Losses | 21909205 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 1085347 | GrantsOrScholarships |
| Other Expenditures | 5306730 | OtherExpenditures |
| Administrative Expenses | 378270 | AdministrativeExpenses |
| End Of Year Balance | 165928310 | EndOfYearBalance |
Current Year Minus2 Years CurrentYearMinus2Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 122605187 | BeginningOfYearBalance |
| Contributions | 1677232 | Contributions |
| Investment Earnings Or Losses | 22709220 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 1726126 | GrantsOrScholarships |
| Other Expenditures | 6070359 | OtherExpenditures |
| Administrative Expenses | 468844 | AdministrativeExpenses |
| End Of Year Balance | 138726310 | EndOfYearBalance |
Current Year Minus3 Years CurrentYearMinus3Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 174758444 | BeginningOfYearBalance |
| Contributions | 1011917 | Contributions |
| Investment Earnings Or Losses | -44369531 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 1806850 | GrantsOrScholarships |
| Other Expenditures | 6560012 | OtherExpenditures |
| Administrative Expenses | 428781 | AdministrativeExpenses |
| End Of Year Balance | 122605187 | EndOfYearBalance |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated EOY Balance | 0.59 | BoardDesignatedEOYBalance |
| Permanent Endowment EOY Balance | 0.41 | PermanentEndowmentEOYBalance |
| Term Endowment EOY Balance | 0 | TermEndowmentEOYBalance |
| Endowments Held By Unrelated Orgs | 0 | EndowmentsHeldByUnrelatedOrgs |
| Endowments Held By Related Orgs | 0 | EndowmentsHeldByRelatedOrgs |
Land Land
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | 0 | InvestmentCostOrOtherBasis |
| Other Cost Or Other Basis | 15802598 | OtherCostOrOtherBasis |
| Book Value | 15802598 | BookValue |
Buildings Buildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | 0 | InvestmentCostOrOtherBasis |
| Other Cost Or Other Basis | 394930616 | OtherCostOrOtherBasis |
| Depreciation | 96834034 | Depreciation |
| Book Value | 298096582 | BookValue |
Leasehold Improvements LeaseholdImprovements
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | 0 | InvestmentCostOrOtherBasis |
| Other Cost Or Other Basis | 0 | OtherCostOrOtherBasis |
| Depreciation | 0 | Depreciation |
| Book Value | 0 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | 0 | InvestmentCostOrOtherBasis |
| Other Cost Or Other Basis | 32556966 | OtherCostOrOtherBasis |
| Depreciation | 30614532 | Depreciation |
| Book Value | 1942434 | BookValue |
Other Land Buildings OtherLandBuildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | 0 | InvestmentCostOrOtherBasis |
| Other Cost Or Other Basis | 3508223 | OtherCostOrOtherBasis |
| Depreciation | 0 | Depreciation |
| Book Value | 3508223 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 319349837 | TotalOfBookValueLandBuildings |
Financial Derivatives FinancialDerivatives
| Field | Value | IRS element (for citing) |
|---|---|---|
| Book Value | 0 | BookValue |
Closely Held Equity Interests CloselyHeldEquityInterests
| Field | Value | IRS element (for citing) |
|---|---|---|
| Book Value | 0 | BookValue |
Other Securities OtherSecurities (7 entries)
| DescriptionDescription | Book ValueBookValue | Method Of ValuationMethodOfValuation |
|---|---|---|
| Inflation funds | 3856588 | F |
| Common collective trust | 3088386 | F |
| Hedge equity fund of funds | 34952761 | F |
| Absolute return fund of funds | 6673085 | F |
| Private equity diversified | 11078923 | F |
| Deposit with bond trustees | 832752 | F |
| Other | 1189799 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Securities | 61672294 | TotalOfBookValueSecurities |
| Federal Income Tax Liability | 0 | FederalIncomeTaxLiability |
Other Liabilities OtherLiabilities (6 entries)
| DescriptionDescription | AmountAmount |
|---|---|
| Perkins loan fund | $2,862,727 |
| Swap liability | $6,117,597 |
| Asset retirement obligation | $2,716,095 |
| Line of credit | $1,244,500 |
| Annuity liability | $801,679 |
| Pooled income liability | $41,368 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 13783966 | TotalOfAmounts |
| Total Revenue | 245507137 | TotalRevenue |
| Total Expenses | 232236507 | TotalExpenses |
| Excess Or Deficit For Year | 13270630 | ExcessOrDeficitForYear |
| Net Unrealized GL On Investments | -13837230 | NetUnrealizedGLOnInvestments |
| Donated Services And Facilities | 0 | DonatedServicesAndFacilities |
| Investment Expenses | 0 | InvestmentExpenses |
| Prior Period Adjustments | 0 | PriorPeriodAdjustments |
| Other | -$3,343,050 | OtherAmount |
| Total Adjustments | -17180280 | TotalAdjustments |
| Excess Or Deficit Per FS | -3909650 | ExcessOrDeficitPerFS |
| Tot Revenue Etc Audited Fincl Stmt | 172927320 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | -13837230 | NetUnrealizedGainsInvestments |
| Donated Srvc And Use Of Facilities | 0 | DonatedSrvcAndUseOfFacilities |
| Recoveries Of Prior Year Grants | 0 | RecoveriesOfPriorYearGrants |
| Other Revenues | -3782781 | OtherRevenues |
| Revenue Not Rptd F990 | -17620011 | RevenueNotRptdF990 |
| Revenue Subtotal | 190547331 | RevenueSubtotal |
| Investment Expenses Not Included | 0 | InvestmentExpensesNotIncluded |
| Other Revenues Not Included | 54959806 | OtherRevenuesNotIncluded |
| Revenue Not Rptd On Fin Stmt | 54959806 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 245507137 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 175208622 | TotExpensesEtcAuditedFinclStmt |
| Donated Services Use Of Facilities | 0 | DonatedServicesUseOfFacilities |
| Prior Year Adjustments | 0 | PriorYearAdjustments |
| Losses Reported | 0 | LossesReported |
| Other Expenses Included | 266426 | OtherExpensesIncluded |
| Expenses Not Rptd F990 | 266426 | ExpensesNotRptdF990 |
| Expenses Subtotal | 174942196 | ExpensesSubtotal |
| Investment Expenses Not Included2 | 439732 | InvestmentExpensesNotIncluded2 |
| Other Expenses Not Included | 56854579 | OtherExpensesNotIncluded |
| Expenses Not Rptd On Fin Stmt | 57294311 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 232236507 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV (8 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| SchD_P03_S00_L04 | Schedule D, Part III, Line 4 | The University owns several pieces of artwork which are on display for the students. |
| SchD_P05_S00_L04 | Schedule D, Part V, Line 4 | To help provide affordable education to students by providing funds for financial aid and support for the operations of the University. |
| SchD_P10_S00_L02 | Schedule D, Part X, Line 2 | Accounting principles generally accepted in the United States of America require management to evaluate tax positions taken by the University and recognize a tax liability (or asset) if the University has taken an uncertain tax position that more likely than not would not be sustained upon examination by the IRS. Management has analyzed the tax positions taken by the University, and has concluded that as of May 31, 2012, there are no uncertain tax positions taken or expected to be taken that would require recognition of a liability (or asset) or disclosure in the financial statements. The University is subject to routine audits by taxing jurisdictions; however, there are currently no audits for any tax periods in progress |
| SchD_P11_S00_L08 | Schedule D, Part XI, Line 8 | Change in fair value of split interest agreement: -3,099,039; change in fair value of swap: - 162,563; change in fair value of cash surrender values: -81,447. |
| SchD_P12_S00_L02d | Schedule D, Part XII, Line 2d | Change in value of split interest agreement: 162,563; change in value of swap: 3,099,039; change in value of cash surrender values: 81,447; investment service charge: 439,732. |
| SchD_P12_S00_L04b | Schedule D, Part XII, Line 4b | Student financial aid expense: 55,226,232; fundraising expense -266,426. |
| SchD_P13_S00_L02d | Schedule D, Part XIII, Line 2d | Fundraising expense 266,426 included as an offset to revenue. |
| SchD_P13_S00_L04b | Schedule D, Part XIII, Line 4b | Financial aid expense 55,226,231; Program Related Investment - Loyola Loan Program 1,628348. |
Schedule E IRS990ScheduleE
| Field | Value | IRS element (for citing) |
|---|---|---|
| Nondiscriminatory Policy Stmt | 1 | NondiscriminatoryPolicyStmt |
| Policy Statement In Brochures Etc | 1 | PolicyStatementInBrochuresEtc |
| Policy Publ Via Broadcast Media | 1 | PolicyPublViaBroadcastMedia |
| Maint Racial Composition Records | 1 | MaintRacialCompositionRecords |
| Maint Scholarships Records | 1 | MaintScholarshipsRecords |
| Maint Copies Of Brochures Etc | 1 | MaintCopiesOfBrochuresEtc |
| Maint Copies Of All Solicitations | 1 | MaintCopiesOfAllSolicitations |
| Discriminate Race Students Rights | 0 | DiscriminateRaceStudentsRights |
| Discriminate Race Admiss Policies | 0 | DiscriminateRaceAdmissPolicies |
| Discriminate Race Emplmn Faculty | 0 | DiscriminateRaceEmplmnFaculty |
| Discriminate Race Scholarships | 0 | DiscriminateRaceScholarships |
| Discriminate Race Educ Policies | 0 | DiscriminateRaceEducPolicies |
| Discriminate Race Use Of Fclts | 0 | DiscriminateRaceUseOfFclts |
| Discriminate Race Athletic Prog | 0 | DiscriminateRaceAthleticProg |
| Discriminate Race Other Acty | 0 | DiscriminateRaceOtherActy |
| Government Financial Aid Received | 1 | GovernmentFinancialAidReceived |
| Government Financial Aid Revoked | 0 | GovernmentFinancialAidRevoked |
| Compliance With Rev Proc7550 | 1 | ComplianceWithRevProc7550 |
Form990 Schedule E Part II Form990ScheduleEPartII (2 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| SchE_P01_S00_L03 | Schedule E, Part I, Line 3 | Loyola University Maryland does not discriminate on the basis of race, sex, color, national or ethnic origin, age, religion, disability, marital status, sexual orientation, genetic information, military status, or any other legally protected classification in the administration of any of its educational programs and activities or with respect to admission or employment. The designated compliance officer to ensure compliance with Title IX of the Education Amendments of 1972, as amended, is Kathleen Parnell, assistant vice president for human resources, 5000 York Road, Room 206, 410-617-2354. The coordinator to ensure compliance with Section 504 of the Rehabilitation Act of 1973, as amended, is Kathleen Parnell, assistant vice president for human resources, 5000 York Road, Room 206, 410-617-2354. Loyola University Maryland is authorized under federal law to enroll non-immigrant, alien students. This publication does not constitute an expressed or implied contract. Loyola reserves the right to amend or rescind this publication at any time. |
| SchE_P01_S00_L06 | Schedule E, Part I, Line 6 | The Joseph A Sellinger State Aid program awards State aid to independent colleges and universities through a formula linked to their enrollment and to the per-student appropriation of selected four-year Maryland public institutions. In addition to aid provided directly through the Sellinger Program, Maryland students also receive need-based grant assistance, unsubsidized and unsubisized loan assistance, and need-based work-study assistance through various Federal Title IV Student Aid Programs administered by the U.S Department of Education. U.S. Army ROTC scholarships are funded and awarded by the Department of Army and Federal Veterans Administration tuition benefits are funded and awarded by the Department of Veterans Affairs. |
Schedule F IRS990ScheduleF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | 1 | GrantRecordsMaintained |
Accts Actvs Out US Table AcctsActvsOutUSTable (11 entries)
| RegionRegion | Number Of OfficesNumberOfOffices | Number Of EmployeesNumberOfEmployees | Type Of Activities ConductedTypeOfActivitiesConducted | Specific Services ProvidedSpecificServicesProvided | Total ExpendituresTotalExpenditures |
|---|---|---|---|---|---|
| Central America and the Caribbean | 0 | 0 | Program Services | International Studies | 71929 |
| East Asia and the Pacific | 0 | 2 | Program Services | International Studies | 1760888 |
| Europe (including Iceland and Greenland) | 2 | 5 | Program Services | International Studies | 3936150 |
| Sub-Saharan Africa | 0 | 0 | Program Services | International Studies | 10979 |
| Central America and the Caribbean | 0 | 0 | Investments | 47577123 | |
| Central America and the Caribbean | 0 | 0 | Program Services | Financial Aid | 68520 |
| East Asia and the Pacific | 0 | 0 | Program Services | Financial Aid | 135393 |
| Europe (including Iceland and Greenland) | 0 | 0 | Program Services | Financial Aid | 340091 |
| North America (including Canada and Mexico, but not the United States) | 0 | 0 | Program Services | Financial Aid | 253652 |
| South Asia | 0 | 0 | Program Services | Financial Aid | 31155 |
| Sub-Saharan Africa | 0 | 0 | Program Services | Financial Aid | 14630 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Number Of Offices | 2 | TotalNumberOfOffices |
| Total Number Of Employees | 7 | TotalNumberOfEmployees |
| Total Amount Spent | 54200510 | TotalAmountSpent |
Grants To Ind Outside US GrantsToIndOutsideUS (6 entries)
| Type Of AssistanceTypeOfAssistance | RegionRegion | Number Of RecipientsNumberOfRecipients | Amount Of Non Cash AssistanceAmountOfNonCashAssistance | Description Of Non Cash AssistanceDescriptionOfNonCashAssistance | Method Of ValuationMethodOfValuation |
|---|---|---|---|---|---|
| Financial Aid | Central America and the Caribbean | 7 | 68520 | Financial Aid | Fair Market Value |
| Financial Aid | East Asia and the Pacific | 4 | 135392 | Financial Aid | Fair Market Value |
| Financial Aid | Europe (including Iceland and Greenland) | 6 | 340091 | Financial Aid | Fair Market Value |
| Financial Aid | North America (including Canada and Mexico, but not the United States) | 6 | 253652 | Financial Aid | Fair Market Value |
| Financial Aid | South Asia | 2 | 31155 | Financial Aid | Fair Market Value |
| Financial Aid | Sub-Saharan Africa | 1 | 14630 | Financial Aid | Fair Market Value |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Transfer To Foreign Corp | 0 | TransferToForeignCorp |
| Interest In Foreign Trust | 0 | InterestInForeignTrust |
| Own Foreign Corp | 1 | OwnForeignCorp |
| Passive Foreign Invest Co | 1 | PassiveForeignInvestCo |
| Foreign Partnership | 1 | ForeignPartnership |
| Boycott Countries | 0 | BoycottCountries |
Form990 Schedule F Part V Form990ScheduleFPartV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | SchF_P01_S00_L02 | Identifier |
| Return Reference | Schedule F, Part I, Line 2 | ReturnReference |
| Explanation | All Financial aid is applied directly to the students' outstanding receivable balances. No cash is physically transmitted. Eligibility for need-based grant, loan, and work-study forms of federal student aid is determined using the results of the Federal Methodology need analysis formula. Student aid awards from both federal and institutional sources and is monitored continuously throughout the fiscal year through various budget status reports, student account status reports, and federal and institutional program reconciliation reports. | Explanation |
Schedule G IRS990ScheduleG
Events Information EventsInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Event1 | Awards Dinner | NameOfEvent1 |
| Gross Receipts Event1 | 235550 | GrossReceiptsEvent1 |
| Charitable Contributions Event1 | 106600 | CharitableContributionsEvent1 |
| Gross Revenue Event1 | 128950 | GrossRevenueEvent1 |
| Cash Prizes Event1 | 0 | CashPrizesEvent1 |
| Non Cash Prizes Event1 | 0 | NonCashPrizesEvent1 |
| Rent Facility Costs Event1 | 0 | RentFacilityCostsEvent1 |
| Food And Beverage Event1 | 106433 | FoodAndBeverageEvent1 |
| Entertainment Event1 | 0 | EntertainmentEvent1 |
| Other Direct Expenses Event1 | 79745 | OtherDirectExpensesEvent1 |
| Name Of Event2 | Golf Outing | NameOfEvent2 |
| Gross Receipts Event2 | 165370 | GrossReceiptsEvent2 |
| Charitable Contributions Event2 | 79295 | CharitableContributionsEvent2 |
| Gross Revenue Event2 | 86075 | GrossRevenueEvent2 |
| Cash Prizes Event2 | 0 | CashPrizesEvent2 |
| Non Cash Prizes Event2 | 2550 | NonCashPrizesEvent2 |
| Rent Facility Costs Event2 | 53520 | RentFacilityCostsEvent2 |
| Food And Beverage Event2 | 0 | FoodAndBeverageEvent2 |
| Entertainment Event2 | 0 | EntertainmentEvent2 |
| Other Direct Expenses Event2 | 24178 | OtherDirectExpensesEvent2 |
| Total Number Of Other Events | 0 | TotalNumberOfOtherEvents |
| Gross Receipts Total | 400920 | GrossReceiptsTotal |
| Charitable Contributions Total | 185895 | CharitableContributionsTotal |
| Gross Revenue Total Events | 215025 | GrossRevenueTotalEvents |
| Cash Prizes Total Events | 0 | CashPrizesTotalEvents |
| Non Cash Prizes Total Events | 2550 | NonCashPrizesTotalEvents |
| Rent Facility Costs Total Events | 53520 | RentFacilityCostsTotalEvents |
| Food And Beverage Total Events | 106433 | FoodAndBeverageTotalEvents |
| Entertainment Total Events | 0 | EntertainmentTotalEvents |
| Other Direct Expenses Total Events | 103923 | OtherDirectExpensesTotalEvents |
| Direct Expense Summary Events | 266426 | DirectExpenseSummaryEvents |
| Net Income Summary | -51401 | NetIncomeSummary |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Records Maintained | 1 | 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 | Amount Of Non Cash AssistanceAmountOfNonCashAssistance | Purpose Of GrantPurposeOfGrant | Business Name Line2RecipientNameBusiness/BusinessNameLine2 | Address Line2AddressUS/AddressLine2 | Method Of ValuationMethodOfValuation | Description Of Non Cash AssistanceDescriptionOfNonCashAssistance |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Sandtown Habitat for Humanity | ||||||||||||
| 1300 North Fulton Avenue | Baltimore | MD | 21217 | 521617458 | 501(c)(3) | 30000 | 0 | To rebuild a house in the Sandtown neighborhood in Baltimore. | ||||
| St Vincent de Paul of Baltimore | ||||||||||||
| 2305 North Charles Street | Baltimore | MD | 21218 | 521918741 | 501(c)(3) | 0 | 7902 | To provide food to Beans & Bread which is a day resource center for people who are homeless located in the Fells Point area of Baltimore, Maryland. | Beans and Bread | Suite 300 | Fair Market Value | Food |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Nbr Of501 C3 And Govt Grants | 2 | TotalNbrOf501C3AndGovtGrants |
| Total Nbr Of Other Organizations | 0 | TotalNbrOfOtherOrganizations |
Form990 Schedule I Part III Form990ScheduleIPartIII (7 entries)
| Type Of GrantTypeOfGrant | Number Of RecipientsNumberOfRecipients | Amount Of Cash GrantAmountOfCashGrant | Amount Of Non Cash AssistanceAmountOfNonCashAssistance | Method Of ValuationMethodOfValuation | Description Of Non Cash AssistanceDescriptionOfNonCashAssistance |
|---|---|---|---|---|---|
| Athletic Scholarships | 205 | 0 | 5433284 | Fair Market Value | Financial aid |
| Resident assistantships | 106 | 0 | 1291800 | Fair Market Value | Financial aid |
| Graduate assistantships | 137 | 0 | 302592 | Fair Market Value | Financial aid |
| Endowed scholarships | 167 | 0 | 855250 | Fair Market Value | Financial aid |
| Tuition exchange | 100 | 0 | 2079638 | Fair Market Value | Financial aid |
| Institutional aid | 2640 | 0 | 47537476 | Fair Market Value | Financial aid |
| Loyola Loan Program | 419 | 0 | 1628348 | Fair Market Value | Financial aid |
Form990 Schedule I Part IV Form990ScheduleIPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | SchI_P01_S00_L02 | Identifier |
| Return Reference | Schedule I, Part I, Line 2 | ReturnReference |
| Explanation | All financial aid is applied directly to the students' outstanding receivable balances. No cash is physically transmitted. Eligibility for need-based grant, loan, and work-study forms of federal student aid is determined using the results of the Federal Methodology need analysis formula. Student aid awards from both federal and institutional sources and is monitored continuously throughout the fiscal year through various budget status reports, student account status reports and deferral and institutional program reconciliation reports. | 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 | 1 | WrittenPolicyReTAndEExpenses |
| Substantiation Required | 1 | SubstantiationRequired |
| Severance Payment | 0 | SeverancePayment |
| Supplemental Nonqual Retire Plan | 1 | SupplementalNonqualRetirePlan |
| Equity Based Comp Arrangement | 0 | EquityBasedCompArrangement |
| Comp Based On Revenue Of Filing Org | 0 | CompBasedOnRevenueOfFilingOrg |
| Comp Based On Revenue Related Orgs | 0 | CompBasedOnRevenueRelatedOrgs |
| Comp Based Net Earnings Filing Org | 0 | CompBasedNetEarningsFilingOrg |
| Comp Based Net Earnings Relate Orgs | 0 | CompBasedNetEarningsRelateOrgs |
| Any Non Fixed Payments | 0 | AnyNonFixedPayments |
| Initial Contract Exception | 0 | InitialContractException |
Form990 Schedule J Part II Form990ScheduleJPartII (14 entries)
| Base Compensation Filing OrgBaseCompensationFilingOrg | Comp Based On Related OrgsCompBasedOnRelatedOrgs | Bonus Filing OrgBonusFilingOrg | Bonus Related OrgsBonusRelatedOrgs | Other Compensation Filing OrgOtherCompensationFilingOrg | Other Compensation Related OrgsOtherCompensationRelatedOrgs | Deferred Comp Filing OrgDeferredCompFilingOrg | Deferred Comp Related OrgsDeferredCompRelatedOrgs | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrg | Nontaxable Benefits Related OrgsNontaxableBenefitsRelatedOrgs | Total Compensation Filing OrgTotalCompensationFilingOrg | Total Compensation Related OrgsTotalCompensationRelatedOrgs | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrg | Comp Report Prior990 Related OrgsCompReportPrior990RelatedOrgs |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| John Palmucci | |||||||||||||
| 0 | 0 | 203018 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 203018 | 0 | 0 | 0 |
| Peter Murrell | |||||||||||||
| 143461 | 0 | 0 | 0 | 2256 | 0 | 16320 | 0 | 14159 | 0 | 176196 | 0 | 0 | 0 |
| Susan Donovan | |||||||||||||
| 271362 | 0 | 0 | 0 | 3073 | 0 | 51950 | 0 | 26322 | 0 | 352707 | 0 | 0 | 0 |
| Timothy Snyder | |||||||||||||
| 254460 | 0 | 0 | 0 | 2109 | 0 | 26950 | 0 | 7141 | 0 | 290660 | 0 | 0 | 0 |
| Randall Gentzler | |||||||||||||
| 163138 | 0 | 0 | 0 | 25494 | 0 | 15790 | 0 | 8321 | 0 | 212743 | 0 | 0 | 0 |
| Terrence Sawyer | |||||||||||||
| 235628 | 0 | 0 | 0 | 21982 | 0 | 26400 | 0 | 23081 | 0 | 307091 | 0 | 0 | 0 |
| Megan Gillick | |||||||||||||
| 214210 | 0 | 0 | 0 | 0 | 0 | 23650 | 0 | 7141 | 0 | 245001 | 0 | 0 | 0 |
| Marc Camille | |||||||||||||
| 210367 | 0 | 0 | 0 | 8550 | 0 | 24228 | 0 | 22860 | 0 | 266005 | 0 | 0 | 0 |
| Karyl Leggio | |||||||||||||
| 252478 | 0 | 0 | 0 | 103 | 0 | 26950 | 0 | 15723 | 0 | 295254 | 0 | 0 | 0 |
| James Patsos | |||||||||||||
| 207082 | 0 | 64861 | 0 | 3646 | 0 | 22825 | 0 | 7027 | 0 | 305441 | 0 | 0 | 0 |
| James Paquette | |||||||||||||
| 177370 | 0 | 12500 | 0 | 4000 | 0 | 20503 | 0 | 21477 | 0 | 235850 | 0 | 0 | 0 |
| Peter Lorenzi | |||||||||||||
| 185827 | 0 | 0 | 0 | 0 | 0 | 19242 | 0 | 21816 | 0 | 226885 | 0 | 0 | 0 |
| Gloria Wren | |||||||||||||
| 176778 | 0 | 0 | 0 | 0 | 0 | 14611 | 0 | 8048 | 0 | 199437 | 0 | 0 | 0 |
| Joseph Logan | |||||||||||||
| 136112 | 0 | 28716 | 0 | 2149 | 0 | 16060 | 0 | 22873 | 0 | 205910 | 0 | 0 | 0 |
Form990 Schedule J Part III Form990ScheduleJPartIII (3 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| SchJ_P01_S00_L01a | Schedule J, Part I, Line 1a | Social club dues: Marc Camille - $6,099, Susan Donovan - $1,050, Randall Gentzler - $1,050, Megan Gillick - $640, Karyl Leggio - $1,050, Brian Linnane - $6,403, James Paquette - $5,049, Terrence Sawyer - $6,099. Social club dues were not considered taxable income to these employees, as the dues were considered business expenses. Housing allowance: Randall Gentzler - $3,540, Sheilah Horton - $16,800. Housing allowances were considered taxable income and included on the recipients' W-2. |
| SchJ_P01_S00_L04 | Schedule J, Part I, Line 4 | John Palmucci and Susan Donovan participate in a supplemental nonqualified retirement plan (the Plan) sponsored by the University. Susan Donovan earned $25,000 under the plan during 2011, which is reported on schedule J Part II Box C. John Palmucci received a payment of $203,018 from the Plan during 2011, which is reported on Schedule J Part II boxes B(ii) and F. |
| SchJ_P02_S00_L00 | Schedule J, Part II | Fr. Brian Linnane SJ and Fr. James Miracky SJ have taken a vow of poverty and do not receive a W-2 for their services to the University. In addition Fr. Linnane received housing from the University during the year ended May 31, 2012 in order to fulfill the obligation of the Society of Jesus to provide housing to Fr. Linnane. |
Schedule K IRS990ScheduleK
Form990 Schedule K Part I Form990ScheduleKPartI (3 entries)
| Business Name Line2IssuerName/BusinessNameLine2 | Issuer EINIssuerEIN | CUSIP NumberCUSIPNumber | Date IssuedDateIssued | Issue PriceIssuePrice | Description Of PurposeDescriptionOfPurpose | DefeasedDefeased | On Behalf Of IssuerOnBehalfOfIssuer | Pool FinancingPoolFinancing |
|---|---|---|---|---|---|---|---|---|
| MHHEFA | ||||||||
| Loyola College in Maryland Series 2006A | 520591623 | 574217VU6 | 2006-01-04 | 62995000 | Capital projects | 0 | 0 | 0 |
| MHHEFA | ||||||||
| Loyola College in Maryland Series 2007 | 520591623 | 5742174Y8 | 2007-12-06 | 11000000 | Capital projects | 0 | 0 | 0 |
| MHHEFA | ||||||||
| Loyola College in Maryland Series 2008 | 520591623 | 5742172Y0 | 2008-09-17 | 46370000 | Refunding | 0 | 0 | 0 |
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 | 62995000 | 0 | 0 | 0 | 521557 | 0 | 0 | 62473443 | 0 | 0 | 2010 | 0 | 0 | 1 | 1 |
| 0 | 0 | 11000000 | 0 | 0 | 0 | 159000 | 0 | 0 | 10841000 | 0 | 0 | 2009 | 0 | 0 | 1 | 1 |
| 0 | 0 | 46370000 | 832752 | 0 | 44973521 | 231286 | 332441 | 0 | 0 | 0 | 0 | 0 | 1 | 1 | 1 |
Form990 Schedule K Part III Form990ScheduleKPartIII (3 entries)
| Owning Bond Financed PropertyOwningBondFinancedProperty | Any Lease ArrangementsAnyLeaseArrangements | Mngment Cntrct Bond Financd PrprtyMngmentCntrctBondFinancdPrprty | Any Research AgreementsAnyResearchAgreements | Prcntge Prvt Business Use By OthersPrcntgePrvtBusinessUseByOthers | Percentage Of Prvt Business Re UBIPercentageOfPrvtBusinessReUBI | Total Private Business UseTotalPrivateBusinessUse | Post Issuance Compliance ProcdrsPostIssuanceComplianceProcdrs |
|---|---|---|---|---|---|---|---|
| 0 | 0 | 0 | 0 | 0 | 0 | 0 | 1 |
| 0 | 0 | 0 | 0 | 0 | 0 | 0 | 1 |
| 0 | 0 | 0 | 0 | 0 | 0 | 0 | 1 |
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 | Gross Proceeds InvestedGrossProceedsInvested | Exception To RebateExceptionToRebate | Term Of HedgeTermOfHedge | Superintegrated HedgeSuperintegratedHedge | Hedge TerminatedHedgeTerminated |
|---|---|---|---|---|---|---|---|---|
| (no name) | ||||||||
| 0 | 0 | 0 | 0 | 0 | 0 | |||
| (no name) | ||||||||
| 0 | 1 | 0 | 0 | 0 | 0 | |||
| Wells Fargo Bank | ||||||||
| 0 | 1 | 1 | 0 | 0 | 0 | 20 | 1 | 0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fed Tax Requirements Compliance | X | FedTaxRequirementsCompliance |
Schedule L IRS990ScheduleL
Form990 Schedule L Part IV Form990ScheduleLPartIV (3 entries)
| RelationshipRelationship | Amount Of TransactionAmountOfTransaction | Description Of TransactionDescriptionOfTransaction | Sharing Of RevenuesSharingOfRevenues |
|---|---|---|---|
| Whiting Turner - Gino Gemignani | |||
| Trustee | 4826174 | Construction Services | 0 |
| Bank of America - James Forbes | |||
| Trustee | 203497 | Banking Services | 0 |
| Wells Fargo - Hugh Mohler | |||
| Trustee | 595000 | Bank Services | 0 |
Schedule M IRS990ScheduleM
Books And Publications BooksAndPublications
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Noncash Contribs Rptd F990 | 13000 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | Independent Appraisal | MethodOfDeterminingRevenues |
Securities Publicly Traded SecuritiesPubliclyTraded
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 37 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 5507734 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | Fair Market Value | MethodOfDeterminingRevenues |
Other Non Cash Contributions Table OtherNonCashContributionsTable
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Description | Miscellaneous | Description |
| Number Of Contributions | 36 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 60886 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | Fair Market Value | MethodOfDeterminingRevenues |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of8283 Received | 4 | NumberOf8283Received |
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeld |
| Review Process Unusual NC Gifts | 1 | ReviewProcessUnusualNCGifts |
| Third Parties Used | 0 | ThirdPartiesUsed |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (5 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| F990_P06_S0B_L11b | Form 990, Part VI, Section B, Line 11b | Prior to filing, the Form 990 is review by the Vice President for Finance and an independent tax accountant at KPMG. All members of the Board of Trustees are provided an electronic copy of the Form. The Form is filed after all comments from the Board of Trustees have been addressed. |
| F990_P06_S0B_L12c | Form 990, Part VI, Section B, Line 12c | Each Board member is required to complete and file with the Secretary of the University, on or before September 1 of each year, information about possible beneficial or adverse interests affecting Loyola University Maryland, including interests of immediate family members and organizations in which the Board member (or member of his or her family) has a significant management function or significant ownership interest. University administrators are required to act in ways consistent with their fiduciary responsibilities to the University. If a University administrator believes that he or she may have a conflict of interest, the administrator shall promptly fully disclose the conflict to the President of the University and shall refrain from participation in any way in the matter to which the conflict relates until the question has been resolved. The President shall consult with the University counsel regarding all conflict questions of which he is informed and shall report regularly to the Board of Trustees regarding unresolved conflict questions. |
| F990_P06_S0B_L15 | Form 990, Part VI, Section B, Line 15 | Fr. Brian Linnane SJ has taken a vow of poverty and does not receive a W-2 for his services to the University. 15b - An independent search consultant was retained for each search. The person assisted the setting of an appropriate salary and considered the position responsibilities and the market. Salary data of comparable AJCU (Association of Jesuit Colleges and Universities) institutions was used in the determination of the salary range. Annually, salaries are review based upon job analysis, market conditions, and performance. |
| F990_P06_S0C_L19 | Form 990, Part VI, Section C, Line 19 | The University includes the audited financial statements and Form 990 on the external website. Governing documents and the conflict of interest policy are not available to the general public. |
| F990_P11_S00_L05 | Form 990, Part XI, Line 5 | Unrealized gains on investments: -13,837,228, change in fair value of split interest agreement: -162,563; change in fair value of swap: -3,099,039; change in fair value of cash surrender values -81,447; change in program related investments - Loyola loan program 1,628,348. |
Schedule R IRS990ScheduleR
Form990 Schedule R Part IV Form990ScheduleRPartIV
Name Of Related Org NameOfRelatedOrg
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Pooled Income Fund - 1 | BusinessNameLine1 |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4501 N Charles Street | AddressLine1 |
| City | Baltimore | City |
| State | MD | State |
| ZIP Code | 21210 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Primary Activity | Pooled Income Fund | PrimaryActivity |
| Legal Domicile State | MD | LegalDomicileState |
| Direct Controlling Entity NA | N/A | DirectControllingEntityNA |
| Type Of Entity | T | TypeOfEntity |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Ann Rents Royalties | 0 | ReceiptOfIntAnnRentsRoyalties |
| Gift Grant Or Cap Contr To Other Org | 0 | GiftGrantOrCapContrToOtherOrg |
| Gift Grant Or Cap Contr Fr Other Org | 0 | GiftGrantOrCapContrFrOtherOrg |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrg |
| Loans Or Guarantees From Other Org | 0 | LoansOrGuaranteesFromOtherOrg |
| Sale Of Assets To Other Org | 0 | SaleOfAssetsToOtherOrg |
| Purchase Of Assets From Other Org | 0 | PurchaseOfAssetsFromOtherOrg |
| Exchange Of Assets | 0 | ExchangeOfAssets |
| Rental Of Facilities To Other Orgs | 0 | RentalOfFacilitiesToOtherOrgs |
| Rental Of Facilities Fr Other Orgs | 0 | RentalOfFacilitiesFrOtherOrgs |
| Perform Of Services For Other Orgs | 0 | PerformOfServicesForOtherOrgs |
| Perform Of Services By Other Orgs | 0 | PerformOfServicesByOtherOrgs |
| Sharing Of Facilities | 0 | SharingOfFacilities |
| Sharing Of Paid Employees | 0 | SharingOfPaidEmployees |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrg |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrg |
| Other Transfer To Other Org | 0 | OtherTransferToOtherOrg |
| Other Transfer From Other Org | 1 | OtherTransferFromOtherOrg |
Comments