2011-03-31T10:56:24-07:00 2010-07-31 990 2009-08-01 720408946 LOYOLA UNIVERSITY LOYO 5048653152 6363 St Charles Avenue New Orleans LA 70118 Jay Calamia 5048653144 2011-03-31 2009 2016-02-24 21:20:13Z Kevin Wildes 6363 St Charles Ave New Orleans LA 70118 465702898 0 0928 X www.loyno.edu X 1912 LA Loyola University New Orleans, a Jesuit and Catholic institution of higher education, welcomes students of diverse backgrounds and prepares them to lead meaningful lives with and for others; to pursue truth, wisdom, and virtue; and to work for a more just world. Inspired by Ignatius of Loyola's vision of finding God in all things, the university is grounded in the liberal arts and sciences, while also offering opportunities for professional studies in undergraduate and selected graduate programs. Through teaching, research, creative activities, and service, the faculty, in cooperation with the staff, strives to educate the whole student and to benefit the larger community. 34 31 2654 500 274247 0 22280348 16031944 104837711 118396106 -21358342 18962585 117012 309647 105876729 153700282 41977963 48492655 0 0 63399539 69331916 0 0 5993091 38472791 40109804 143850293 157934375 -37973564 -4234093 405144555 447315654 62417620 92398434 342726935 354917220 Loyola University New Orleans, a Jesuit and Catholic institution of higher education, welcomes students of diverse backgrounds and prepares them to lead meaningful lives with and for others; to pursue truth, wisdom, and virtue; and to work for a more just world. Inspired by Ignatius of Loyola's vision of finding God in all things, the university is grounded in the liberal arts and sciences, while also offering opportunities for professional studies in undergraduate and selected graduate programs. Through teaching, research, creative activities, and service, the faculty, in cooperation with the staff, strives to educate the whole student and to benefit the larger community. 0 0 1972533 0 0 Higher Education: Interest on Indebtedness (5 Bond Issues) for construction of academic buildings and other buildings used in education of college students. 10232977 0 10189014 Higher Education: Auxiliary Enterprises - operation of student center , child care center, parking garages, and residence halls ( 4 enterprises) 77060839 0 0 Higher Education: Fall 2009 - 4910, Spring 2010 - 4676, Summer 2010 - 2043 (Number of Students) 48492655 48492655 0 Scholarships and Financial Aid 48492655 48492655 0 137759004 1 1 0 0 0 0 0 0 1 1 1 0 1 1 1 0 0 0 0 0 0 0 1 1 1 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 1 357 0 1 2654 1 1 1 1 CJ 0 0 0 1 1 0 0 0 1 1 34 31 0 0 0 0 1 1 1 1 1 0 0 1 1 1 1 1 1 1 1 0 X Jay Calamia 5048653946 6363 St Charles Ave New Orleans LA 70118 Gail Jock 1 X 0 0 0 Floyd Malveaux 1 X 0 0 0 Kevin Poorman 1 X X 0 0 0 Carolyn Callahan 1 X 0 0 0 James Bowler 1 X 0 0 0 Mitchell Landrieu 1 X 0 0 0 James Caillier 1 X 0 0 0 David Ferris 1 X 0 0 0 John Finan Jr 1 X 0 0 0 Michael Garanzini 1 X 0 0 0 Joseph Mahoney 1 X 0 0 0 Kevin Quinn 1 X 0 0 0 Dennis Cuneo 1 X 0 0 0 Shawn Donnelley 1 X 0 0 0 Mark Massa 1 X 0 0 0 S Derby Gisclair 1 X 0 0 0 Stephen Barbas 1 X 0 0 0 N John Simmons Jr 1 X 0 0 0 Michael Graham 1 X 0 0 0 Suzanne Mestayer 1 X X 0 0 0 T Frank Kennedy 1 X 0 0 0 Joseph O'Keefe 1 X 0 0 0 Paul Soukup 1 X 0 0 0 Karen Cooper 1 X 0 0 0 Barry Leblanc 1 X 0 0 0 Chad Shinn 1 X 0 0 0 Ashley Schaffer 1 X 0 0 0 Gerald Cavanagh 1 X 0 0 0 Rita Leblanc 1 X 0 0 0 Elissa Moran 1 X 0 0 0 Robert Savoie 1 X 0 0 0 Lawrence Moore 40 X X 180633 0 0 Kevin Wildes 40 X X 242050 0 0 Peter Rogers 40 X X 55684 0 0 John Calamia 40 X 208615 0 0 Brian Bromberger 40 X 270263 0 0 Edward Kvet 40 X 255288 0 0 William Locander 40 X 254231 0 0 Victoria Frank 40 X 188927 0 0 Marcia Petty 40 X 188927 0 0 Luis Miron 40 X 203385 0 0 Jo Ann Moran 40 X 176192 0 0 Kathryn Lorio 40 X 192127 0 0 James Klebba 40 X 233452 0 0 Walter Harris 40 X 224259 0 0 Michael Cowan 40 X 203405 0 0 Patrick Hugg 40 X 187098 0 0 3264536 0 0 79 0 1 0 Sodexho 6363 St Charles Ave Box 243 New Orleans LA 70118 Food Service 5451662 Witt Fiala Flannery & Associates P O Box 958204 St Louis MO 631958204 Custodial Services 1952429 Deltak Education Inc 745 McClintock Drive Burr Ridge IL 60527 Educational Program Development Services 1870137 Gallo Mechanical LLC 3850 North Causeway Blvd Suite 1300 Metairie LA 70002 Industrial Contractor 4654105 Rush Masonry Inc PO Box 23208 Harahan LA 70183 Construction Contractor 1199005 51 0 0 12660 0 7660911 8358373 358320 16031944 Related Business Income Activity 611310 118396106 118396106 0 0 0 0 0 0 118396106 4352794 0 0 4352794 0 0 0 0 0 0 0 0 35400 0 0 0 35400 0 35400 0 0 35400 326612407 0 312002616 0 14609791 0 14609791 0 0 14609791 0 12660 0 0 0 0 0 Twomey Print Shop 561439 82813 0 82813 0 Rousell Hall Rental 532000 93824 0 93824 0 Recreation Center 713940 97610 0 97610 0 0 0 0 0 274247 153700282 118396106 274247 18997985 0 0 48492655 48492655 0 0 2224195 1584603 450665 188927 54301938 45582854 6235017 2484067 3819815 3170446 458378 190991 5254082 4360888 630490 262704 3731886 3097466 447826 186594 59192 2460 56732 125053 125053 0 5569200 3988117 1098911 482172 1223176 615184 95402 512590 2937998 2063632 654328 220038 1507851 1383745 23361 100745 3976075 3339903 437368 198804 3258959 2834845 283986 140128 684621 415226 35060 234335 2376546 1972533 285186 118827 3789550 3145326 454746 189478 2804546 2327773 336546 140227 Books 2189035 2100074 3954 85007 Educational & Student Programs 622671 622631 40 0 Equipment, Rental & Maintenance 5351326 3523041 1580876 247409 Bad Debts 303592 303592 0 0 Miscellaneous 3330413 2832010 488355 10048 157934375 137759004 14182280 5993091 X 0 0 0 0 4564130 8763285 33535390 60813298 2656551 2952626 2996770 3193450 0 0 0 0 3861133 2893547 436858 428962 2523431 2514725 185899033 63365774 121622876 122533259 231958533 242122587 0 0 0 988883 1099915 405144555 447315654 5803462 6089478 0 0 5515128 4266113 44893785 76676876 0 0 0 0 0 0 0 0 6205245 5365967 62417620 92398434 X 274910343 277420720 11088201 17423978 56728391 60072522 342726935 354917220 405144555 447315654 X 0 1 1 X 1 1 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 234480088 1557020 28064767 1061278 10907000 4473068 247660529 306762822 2601279 -59626028 2238342 12090000 929643 234480088 0.71 0.25 0.04 0 0 0 5009274 5009274 0 154369551 44984102 109385449 0 6611629 0 6611629 0 19908579 18381672 1526907 0 0 0 0 122533259 Real Estate 889798 Funds In Trust 210117 1099915 0 Pension Benefits Payable 1570000 Due to Agency Funds 913494 Government Loan Program 2882473 5365967 153700282 157934375 -4234093 10278412 0 0 6228779 -82813 16424378 12190285 116585301 10278412 0 0 -6311592 3966820 112618481 0 41081801 41081801 153700282 116852574 0 0 0 0 0 116852574 0 41081801 41081801 157934375 SchD_P05_S00_L04 Schedule D, Part V, Line 4 Funds drawn from the endowment funds are used for scholarships, debt service, and general operation expenses. SchD_P10_S00_L00 Schedule D, Part X The university qualifies as an organization exempt from federal and state income taxes. The university adopted the provisions of FIN48 during the fiscal year ended July 31, 2008. Based on their evaluation, the university concluded that there are no significant uncertain tax positions requiring reporting recognition in their financial statements. SchD_P11_S00_L08 Schedule D, Part XI, Line 8 Twomey Print Shop - Non Loyola Revenue SchD_P12_S00_L02d Schedule D, Part XII, Line 2d Twomey Print Shop - Non Loyola Revenue and gains and losses on disposals of assets and insurance and other settlements. SchD_P12_S00_L04b Schedule D, Part XII, Line 4b Scholarships SchD_P13_S00_L04b Schedule D, Part XIII, Line 4b Scholarships 1 1 1 It is publicized in university bulletins, the university website, and all university admission brochures 1 1 1 1 0 0 0 0 0 0 0 0 1 0 Students that qualify receive PELL grants, SEOG grants, ACG grants, SMART grants, and state need-based assistance. 1 Europe (including Iceland and Greenland) 4 15 Program Services Education-Study Abroad 133402 Russia and the newly independent States 1 1 Program Services Education-Study Abroad 18734 Central America and the Caribbean 1 5 Program Services Education 4316 6 21 156452 1 Scholarships 2230 41492655 0 FMV SchI_P01_S00_L02 Schedule I, Part I, Line 2 Scholarships and other types of financial assistance are monitored through internal transfer of funds within the university. X 1 1 X 0 0 0 0 0 0 0 0 0 Kevin Wildes 242050 0 0 0 0 0 0 0 43569 0 285619 0 0 0 Peter Rogers 55684 0 0 0 0 0 0 0 10023 0 65707 0 0 0 Lawrence Moore 180633 0 0 0 0 0 0 0 32514 0 213147 0 0 0 Brian Bromberger 270263 0 0 0 0 0 0 0 48647 0 318910 0 0 0 Edward Kvet 255288 0 0 0 0 0 0 0 45952 0 301240 0 0 0 William Locander 254231 0 0 0 0 0 0 0 45761 0 299992 0 0 0 James Klebba 233452 0 0 0 0 0 0 0 42021 0 275473 0 0 0 Walter Harris 224259 0 0 0 0 0 0 0 40367 0 264626 0 0 0 John Calamia 208615 0 0 0 0 0 0 0 37551 0 246166 0 0 0 Michael Cowan 203405 0 0 0 0 0 0 0 36613 0 240018 0 0 0 Luis Miron 203385 0 0 0 0 0 0 0 36609 0 239994 0 0 0 Kathryn Lorio 192127 0 0 0 0 0 0 0 34583 0 226710 0 0 0 Victoria Frank 188927 0 0 0 0 0 0 0 34007 0 222934 0 0 0 Marcia Petty 188927 0 0 0 0 0 0 0 34007 0 222934 0 0 0 Patrick Hugg 187098 0 0 0 0 0 0 0 33678 0 220776 0 0 0 Jo Ann Moran 176192 0 0 0 0 0 0 0 31715 0 207907 0 0 SchJ_P01_S00_L01a Schedule J, Part I, Line 1a Spousal travel of key employees is reimbursed if considered for fund-raising activities, public relations or development. SchJ_P01_S00_L03 Schedule J, Part I, Line 3 President's Compensation - The Executive Committee of the Board of Trustees chaired by the Board Chairperson deliberates to determine the President's compensation. Each member of the compensation-settling body is a disinterested party. Jesuit members of the Executive Committee recuse themselves from the salary deliberations. Salary data obtained from the Association of College and University Personnel Administrators, the Association of Jesuit Colleges and Universities and an executive search firm database is used to determine compensation comparability. The decision of the compensation-setting body including terms of the compensation, the date approved, members of the compensation-setting body present during the discussion of the compensation and voting members, comparability data relied on and the source of the data and an affirmation that all members were free of any conflict of interest is documented and retained by the Secretary of the Board of Trustees. Louisiana Public Facilities Authority 720895871 546398MY1 2006-07-27 44100000 Costruction 0 0 Louisiana Public Facilities Authority 720895871 546398F37 2010-03-24 35000000 Construction 0 0 45996677 0 30124927 0 871750 0 15000000 2006 1 0 1 1 36614673 0 0 29779121 541553 0 6293999 2011 0 0 0 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 Rose Ann Miron Spouse of Luis Miron, Key Employee 30116 Consultant 0 X 12 238837 Selling Price X Computer/ AV Equipment 12 119483 Selling Price 0 1 0 F990_P06_S0A_L06 Form 990, Part VI, Section A, Line 6 All members in good standing of the Society of Jesus who are members of the Jesuit Community of Loyola University New Orleans and who hold full-time or part-time positions at Loyola University New Orleans and who have held such positions for one (1) academic year shall be eligible for membership in the Corporation. Membership in the Corporation shall consist of not fewer than ten (10) nor more than twenty-five (25) persons who fulfill the aforementioned qualifications. The sole rights and duties of members shall be (a) to elect annually such members of the Board of Trustees; (b) to receive annually a report from the President; (c) to determine the dissolution of the Corporation and the distribution of its assets; (d) to amend the Articles and By-Laws of the Corporation; and (e) to fix and determine by majority vote the number of Trustees who shall constitute the whole Board of Trustees. The composition of the Board of Trustees shall be at all times such that more than thirty-three and one-third percent (33 1/3%) of the total membership of the Board of Trustees, but not more than sixty percent (60%) of said Board, shall be composed of members in good standing of the Society of Jesus. F990_P06_S0A_L07a Form 990, Part VI, Section A, Line 7a All members in good standing of the Society of Jesus who are members of the Jesuit Community of Loyola University New Orleans and who hold full-time or part-time positions at Loyola University New Orleans and who have held such positions for one (1) academic year shall be eligible for membership in the Corporation. Membership in the Corporation shall consist of not fewer than ten (10) nor more than twenty-five (25) persons who fulfill the aforementioned qualifications. The sole rights and duties of members shall be (a) to elect annually such members of the Board of Trustees; (b) to receive annually a report from the President; (c) to determine the dissolution of the Corporation and the distribution of its assets; (d) to amend the Articles and By-Laws of the Corporation; and (e) to fix and determine by majority vote the number of Trustees who shall constitute the whole Board of Trustees. The composition of the Board of Trustees shall be at all times such that more than thirty-three and one-third percent (33 1/3%) of the total membership of the Board of Trustees, but not more than sixty percent (60%) of said Board, shall be composed of members in good standing of the Society of Jesus. F990_P06_S0A_L07b Form 990, Part VI, Section A, Line 7b All members in good standing of the Society of Jesus who are members of the Jesuit Community of Loyola University New Orleans and who hold full-time or part-time positions at Loyola University New Orleans and who have held such positions for one (1) academic year shall be eligible for membership in the Corporation. Membership in the Corporation shall consist of not fewer than ten (10) nor more than twenty-five (25) persons who fulfill the aforementioned qualifications. The sole rights and duties of members shall be (a) to elect annually such members of the Board of Trustees; (b) to receive annually a report from the President; (c) to determine the dissolution of the Corporation and the distribution of its assets; (d) to amend the Articles and By-Laws of the Corporation; and (e) to fix and determine by majority vote the number of Trustees who shall constitute the whole Board of Trustees. The composition of the Board of Trustees shall be at all times such that more than thirty-three and one-third percent (33 1/3%) of the total membership of the Board of Trustees, but not more than sixty percent (60%) of said Board, shall be composed of members in good standing of the Society of Jesus. F990_P06_S0B_L11 Form 990, Part VI, Section B, Line 11 The Audit Committee reviews the Form 990 and recommends its review as an action item to the Board of Trustees. The Form 990 is posted on the Board of Trustees website for review. In addition, the Form 990 is reviewed by an independent accounting firm prior to its submission to the Bord of Trustees. F990_P06_S0B_L12c Form 990, Part VI, Section B, Line 12c Under the Conflict of Interest Policy, each Trustee is required when initially elected, and annually thereafter, to acknowledge in writing that he or she has reviewed this Policy and is complying with it, in letter and in spirit; when initially elected, and annually thereafter, to complete the attached Disclosure Statement; an amended statement must be filed promptly in the event of a material change in circumstances; and to disclose actual or potential conflicts of interest at any time when he or she becomes aware of them. The Board of Trustee is responsible for disseminating this Policy and for collecting signed Disclosure Statements at the time a Trustee is first elected. Completed Disclosure Statements will be sent to the President. Annually, the Board disseminates the Policy and annual Disclosure Statements to all Trustee on or about August 1. Completed Disclosure Statements are due to the University by October 1 of each year and are reviewed by the University's counsel. F990_P06_S0B_L15 Form 990, Part VI, Section B, Line 15 President's Compensation The Executive Committee of the Board of Trustee chaired by the Board Chairperson deliberates to determine the President's compensation. Each member of the compensation-setting body is a disinterested party. Jesuit members of the Executive Committee recuse themselves from the salary deliberations. Salary data obtained from the Association of College and University Personnel Administrators, the Association of Jesuit Colleges and Universities and an executive search firm database is used to determine compensation comparability. The decision of the compensation-setting body including terms of the compensation, the date approved, members of the compensation-setting body present during the discussion of the compensation and voting members, comparability data relied on and the source of the data and an affirmation that all members were free of any conflict of interest is documented and retained by the Secretary of the Board of Trustee. Key Employee Compensation Upon Hiring - The University President or Provost (depending on the organizational status of the key employee) makes a salary determination with the party involved. The President or Provost uses salary data obtained from the Association of College and University Personnel Administrators, the Association of Jesuit Colleges and Universities and an executive search firm database to determine compensation comparability. On a regular basis the Executive Committee of the Board of Trustees reviews the compensation of key employees. Compensation adjustments - All compensation adjustments such as merit increases are documented in the Performance Evaluation and reviewed for reasonableness and industry comparability via budget analysis. F990_P06_S0C_L19 Form 990, Part VI, Section C, Line 19 Form 990, and Form 990T are made available to the pubic upon request. A copy of each is also on file at the university's library. The annual financial report, conflict of interest policy, and other governing documents are also made available to the public upon request.