Form990
Click to see attachment
Department of the Treasury
Internal Revenue Service
Return of Organization Exempt From Income Tax
Under section 501(c), 527, or 4947(a)(1) of the Internal Revenue Code (except black lung benefit trust or private foundation)

MediumBullet The organization may have to use a copy of this return to satisfy state reporting requirements.
OMB No. 1545-0047
2010
Open to Public Inspection
A For the calendar year, or tax year beginning 07-01-2010 and ending 06-30-2011
BCheck if applicable:
CName of organization
LOYOLA UNIVERSITY MEDICAL CENTER
 
Doing Business As
 
 
Number and street (or P.O. box if mail is not delivered to street address)
2160 SOUTH FIRST AVENUE
 
Room/suite
City or town, state or country, and ZIP + 4
MAYWOOD, IL601533328
D Employer identification number

36-4015560
E Telephone number

G Gross receipts $ 1,008,068,986
F Name and address of principal officer:
PAUL K WHELTON MD
2160 SOUTH FIRST AVENUE
MAYWOOD,IL601533328
I
Tax-exempt status: (   ) LeftBullet (insert no.) or
J
Website:MediumBullet
www.luhs.org
H(a)
Is this a group return for
affiliates?
H(b)
Are all affiliates included?
If "No," attach a list. (see instructions)
H(c)
Group exemption number MediumBullet  
K Form of organization:
 
L Year of formation: 1995
M State of legal domicile: IL
Part I
Summary
Activities & Governance 1 Briefly describe the organization’s mission or most significant activities: TO EDUCATE STUDENTS, CARE FOR PATIENTS AND CONDUCT RESEARCH AS PART OF THE LAST FULLY INTEGRATED JESUIT CATHOLIC UNIVERSITY, MEDICAL SCHOOL AND TEACHING HOSPITAL IN AMERICA.
2 Check this box MediumBullet
3 Number of voting members of the governing body (Part VI, line 1a) .... 3 23
4 Number of independent voting members of the governing body (Part VI, line 1b) .... 4 19
5 Total number of individuals employed in calendar year 2010 (Part V, line 2a) ... 5 7,010
6 Total number of volunteers (estimate if necessary) .... 6 210
7a Total unrelated business revenue from Part VIII, column (C), line 12 .. 7a 222,953
b Net unrelated business taxable income from Form 990-T, line 34 .. 7b 0
Revenues; Prior Year Current Year
8 Contributions and grants (Part VIII, line 1h) ......... 8,452,070 6,512,166
9 Program service revenue (Part VIII, line 2g) ......... 896,959,098 909,667,494
10 Investment income (Part VIII, column (A), lines 3, 4, and 7d ) .... 4,926,360 14,717,942
11 Other revenue (Part VIII, column (A), lines 5, 6d, 8c, 9c, 10c, and 11e) 7,654,932 7,750,323
12 Total revenue—add lines 8 through 11 (must equal Part VIII, column (A), line 12)................... 917,992,460 938,647,925
Expenses; 13 Grants and similar amounts paid (Part IX, column (A), lines 1–3 )... 23,499,567 18,007,722
14 Benefits paid to or for members (Part IX, column (A), line 4) .... 0 0
15 Salaries, other compensation, employee benefits (Part IX, column (A), lines 5–10) 486,708,959 516,215,561
16a Professional fundraising fees (Part IX, column (A), line 11e).... 0 0
b Total fundraising expenses (Part IX, column (D), line 25) MediumBullet2,052,235    
17 Other expenses (Part IX, column (A), lines 11a–11d, 11f–24f).... 399,321,476 389,558,915
18 Total expenses. Add lines 13–17 (must equal Part IX, column (A), line 25) 909,530,002 923,782,198
19 Revenue less expenses. Subtract line 18 from line 12...... 8,462,458 14,865,727
Net Assets or Fund Balances; Beginning of Current Year End of Year
20 Total assets (Part X, line 16)............ 780,648,974 829,649,535
21 Total liabilities (Part X, line 26)............ 630,965,011 613,285,363
22 Net assets or fund balances. Subtract line 21 from line 20 ..... 149,683,963 216,364,172
Part II
Signature Block
Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than officer) is based on all information of which preparer has any knowledge.
Sign Here
JumboBullet
Signature of officer Date
JumboBullet
Type or print name and title.
Paid Preparer's Use Only Preparer's
signatureBig Right Arrow 		Date
right pointing bullet image Preparer’s taxpayer identification number
(see instructions)
Firm’s name (or yours
if self-employed),
address, and ZIP + 4Big Right Arrow




 		EIN right pointing bullet image
Phone no. right pointing bullet image
May the IRS discuss this return with the preparer shown above? (see instructions) .........
For Privacy Act and Paperwork Reduction Act Notice, see the separate instructions.
Cat. No. 11282Y
Form 990 (2010)
Form 990 (2010)
Page 2
Part III
Statement of Program Service Accomplishments
Check if Schedule O contains a response to any question in this Part III . . . . . . . . . .
1
Briefly describe the organization’s mission: TO EDUCATE STUDENTS, CARE FOR PATIENTS AND CONDUCT RESEARCH AS PART OF THE LAST FULLY INTEGRATED JESUIT CATHOLIC UNIVERSITY, MEDICAL SCHOOL AND TEACHING HOSPITAL IN AMERICA. (SEE SCHEDULE O)
2
Did the organization undertake any significant program services during the year which were not listed on
the prior Form 990 or 990-EZ? ....................
If “Yes,” describe these new services on Schedule O.
3
Did the organization cease conducting, or make significant changes in how it conducts, any program services? ..........................
If “Yes,” describe these changes on Schedule O.
4
Describe the exempt purpose achievements for each of the organization’s three largest program services by expenses.
Section 501(c)(3) and 501(c)(4) organizations and section 4947(a)(1) trusts are required to report the amount of grants and allocations to others, the total expenses, and revenue, if any, for each program service reported.
4a (Code:   ) (Expenses $ 819,405,047 including grants of $ 18,007,722 ) (Revenue $ 909,667,494 )
HEALTH SERVICES - SEE SCHEDULE O.
4b (Code:   ) (Expenses $   including grants of $   ) (Revenue $   )
4c (Code:   ) (Expenses $   including grants of $   ) (Revenue $   )
4d Other program services. (Describe in Schedule O.)
(Expenses $   including grants of $   ) (Revenue $   )
4e Total program service expensesMediumBullet$ 819,405,047
Form 990 (2010)
Form 990 (2010)
Page 3
Part IV
Checklist of Required Schedules
Yes
No
1
Is the organization described in section 501(c)(3) or 4947(a)(1) (other than a private foundation)? If “Yes,” complete Schedule AClick to see attachment.....................
1
Yes
 
2
Is the organization required to complete Schedule B, Schedule of Contributors? Click to see attachment........
2
Yes
 
3
Did the organization engage in direct or indirect political campaign activities on behalf of or in opposition to candidates for public office? If “Yes,” complete Schedule C, Part IClick to see attachment..........
3
 
No
4
Section 501(c)(3) organizations. Did the organization engage in lobbying activities? If “Yes,” complete Schedule C,
Part IIClick to see attachment.........................
4
Yes
 
5
Is the organization a section 501(c)(4), 501(c)(5), or 501(c)(6) organization that receives membership dues, assessments, or similar amounts as defined in Revenue Procedure 98-19? If “Yes,” complete Schedule C, Part III........................
5
 
 
6
Did the organization maintain any donor advised funds or any similar funds or accounts where donors have the right to provide advice on the distribution or investment of amounts in such funds or accounts? If “Yes,” complete
Schedule D, Part IClick to see attachment.......................
6
 
No
7
Did the organization receive or hold a conservation easement, including easements to preserve open space,
the environment, historic land areas or historic structures? If “Yes,” complete Schedule D, Part IIClick to see attachment...
7
 
No
8
Did the organization maintain collections of works of art, historical treasures, or other similar assets? If “Yes,” complete Schedule D, Part III Click to see attachment....................
8
 
No
9
Did the organization report an amount in Part X, line 21; serve as a custodian for amounts not listed in Part X; or provide credit counseling, debt management, credit repair, or debt negotiation services? If “Yes,”
complete Schedule D, Part IVClick to see attachment...................
9
 
No
10
Did the organization, directly or through a related organization, hold assets in term, permanent,or quasi-endowments? If “Yes,” complete Schedule D, Part VClick to see attachment
10
Yes
 
11
If the organization’s answer to any of the following questions is ‘Yes,’ then complete Schedule D, Parts VI, VII, VIII, IX, or X as applicable:
a
Did the organization report an amount for land, buildings, and equipment in Part X, line10? If “Yes,” complete Schedule D, Part VI.Click to see attachment
11a
Yes
 
b
Did the organization report an amount for investments—other securities in Part X, line 12 that is 5% or more of its total assets reported in Part X, line 16? If “Yes,” complete Schedule D, Part VII.Click to see attachment
11b
 
No
c
Did the organization report an amount for investments—program related in Part X, line 13 that is 5% or more of its total assets reported in Part X, line 16? If “Yes,” complete Schedule D, Part VIII.Click to see attachment
11c
 
No
d
Did the organization report an amount for other assets in Part X, line 15 that is 5% or more of its total assets reported in Part X, line 16? If “Yes,” complete Schedule D, Part IX.Click to see attachment
11d
Yes
 
e
Did the organization report an amount for other liabilities in Part X, line 25? If “Yes,” complete Schedule D, Part X.Click to see attachment
11e
Yes
 
f
Did the organization’s separate or consolidated financial statements for the tax year include a footnote that addresses the organization’s liability for uncertain tax positions under FIN 48 (ASC 740)? If “Yes,” complete Schedule D, Part X.Click to see attachment
11f
 
No
12a
Did the organization obtain separate, independent audited financial statements for the tax year? If “Yes,” complete Schedule D, Parts XI, XII, and XIII Click to see attachment
12a
 
No
b
Was the organization included in consolidated, independent audited financial statements for the tax year? If “Yes,” and if the organization answered ‘No’ to line 12a, then completing Schedule D, Parts XI, XII, and XIII is optional Click to see attachment
12b
Yes
 
13
Is the organization a school described in section 170(b)(1)(A)(ii)? If “Yes,” complete Schedule E
13
 
No
14a
Did the organization maintain an office, employees, or agents outside of the United States?....
14a
 
No
b
Did the organization have aggregate revenues or expenses of more than $10,000 from grantmaking, fundraising, business, and program service activities outside the United States? If “Yes,” complete Schedule F, Part I......... Click to see attachment
14b
Yes
 
15
Did the organization report on Part IX, column (A), line 3, more than $5,000 of grants or assistance to any organization or entity located outside the U.S.? If “Yes,” complete Schedule F, Part II.. Click to see attachment
15
 
No
16
Did the organization report on Part IX, column (A), line 3, more than $5,000 of aggregate grants or assistance to individuals located outside the U.S.? If “Yes,” complete Schedule F, Part III.. Click to see attachment
16
 
No
17
Did the organization report a total of more than $15,000, of expenses for professional fundraising services on Part IX, column (A), lines 6 and 11e? If “Yes,” complete Schedule G, Part IClick to see attachment
17
 
No
18
Did the organization report more than $15,000 total of fundraising event gross income and contributions on Part VIII, lines 1c and 8a? If “Yes,” complete Schedule G, Part II.......... Click to see attachment
18
Yes
 
19
Did the organization report more than $15,000 of gross income from gaming activities on Part VIII, line 9a? If “Yes,” complete Schedule G, Part III................... Click to see attachment
19
 
No
Form 990 (2010)
Form 990 (2010)
Page 4
Part IV
Checklist of Required Schedules (continued)
20a
Did the organization operate one or more hospitals? If “Yes,” complete Schedule H..... Click to see attachment
20a
Yes
 
b
Did the organization attach its audited financial statement to this return? Note: All Form 990 filers that operate one or more hospitals must attach audited financial statements. ..... Click to see list of attachments
20b
Yes
 
21
Did the organization report more than $5,000 of grants and other assistance to governments and organizations in the United States on Part IX, column (A), line 1? If “Yes,” complete Schedule I, Parts I and II.. Click to see attachment
21
Yes
 
22
Did the organization report more than $5,000 of grants and other assistance to individuals in the United States on Part IX, column (A), line 2? If “Yes,” complete Schedule I, Parts I and III..... Click to see attachment
22
 
No
23
Did the organization answer “Yes” to Part VII, Section A, questions 3, 4, or 5, about compensation of the organization’s current and former officers, directors, trustees, key employees, and highest compensated employees? If “Yes,” complete Schedule J................ Click to see attachment
23
Yes
 
24a
Did the organization have a tax-exempt bond issue with an outstanding principal amount of more than $100,000 as of the last day of the year, that was issued after December 31, 2002? If “Yes,” answer questions 24b–24d and complete Schedule K. If “No,” go to line 25................ Click to see attachment
24a
Yes
 
b
Did the organization invest any proceeds of tax-exempt bonds beyond a temporary period exception?...
24b
 
No
c
Did the organization maintain an escrow account other than a refunding escrow at any time during the year
to defease any tax-exempt bonds?......................
24c
 
No
d
Did the organization act as an “on behalf of” issuer for bonds outstanding at any time during the year?...
24d
 
No
25a
Section 501(c)(3) and 501(c)(4) organizations. Did the organization engage in an excess benefit transaction with a disqualified person during the year? If “Yes,” complete Schedule L, Part I...... Click to see attachment
25a
 
No
b
Is the organization aware that it engaged in an excess benefit transaction with a disqualified person in a prior year, and that the transaction has not been reported on any of the organization’s prior Forms 990 or 990-EZ? If “Yes,” complete Schedule L, Part I................ Click to see attachment
25b
 
No
26
Was a loan to or by a current or former officer, director, trustee, key employee, highly compensated employee, or disqualified person outstanding as of the end of the organization’s tax year? If “Yes,” complete Schedule L,
Part II........................... Click to see attachment
26
 
No
27
Did the organization provide a grant or other assistance to an officer, director, trustee, key employee, substantial contributor, or a grant selection committee member, or to a person related to such an individual? If “Yes,” complete Schedule L, Part III............... Click to see attachment
27
 
No
28
Was the organization a party to a business transaction with one of the following parties? (see Schedule L, Part IV instructions for applicable filing thresholds, conditions, and exceptions):
a
A current or former officer, director, trustee, or key employee? If “Yes,” complete Schedule L, Part IV ......................... Click to see attachment
28a
 
No
b
A family member of a current or former officer, director, trustee, or key employee? If “Yes,”
complete Schedule L, Part IV................... Click to see attachment
28b
Yes
 
c
An entity of which a current or former officer, director, trustee, or key employee (or a family member thereof) was an officer, director, trustee, or owner? If “Yes,” complete Schedule L, Part IV.. Click to see attachment
28c
 
No
29
Did the organization receive more than $25,000 in non-cash contributions? If “Yes,” complete Schedule MClick to see attachment
29
Yes
 
30
Did the organization receive contributions of art, historical treasures, or other similar assets, or qualified conservation contributions? If “Yes,” complete Schedule M............ Click to see attachment
30
Yes
 
31
Did the organization liquidate, terminate, or dissolve and cease operations? If “Yes,” complete Schedule N,
Part I........................... Click to see attachment
31
 
No
32
Did the organization sell, exchange, dispose of, or transfer more than 25% of its net assets? If “Yes,” complete Schedule N, Part II.......................
32
 
No
33
Did the organization own 100% of an entity disregarded as separate from the organization under Regulations sections 301.7701-2 and 301.7701-3? If “Yes,” complete Schedule R, Part I........ Click to see attachment
33
Yes
 
34
Was the organization related to any tax-exempt or taxable entity? If “Yes,” complete Schedule R, Parts II, III, IV, and V, line 1..................... Click to see attachment
34
Yes
 
35
Is any related organization a controlled entity within the meaning of section 512(b)(13)? .....
35
 
No
a
Did the organization receive any payment from or engage in any transaction with a controlled entity within the meaning of section 512(b)(13)? If “Yes,” complete Schedule R, Part V, line 2... Click to see attachment
36
Section 501(c)(3) organizations. Did the organization make any transfers to an exempt non-charitable related organization? If “Yes,” complete Schedule R, Part V, line 2........... Click to see attachment
36
 
No
37
Did the organization conduct more than 5% of its activities through an entity that is not a related organization and that is treated as a partnership for federal income tax purposes? If “Yes,” complete Schedule R, Part VIClick to see attachment
37
 
No
38
Did the organization complete Schedule O and provide explanations in Schedule O for Part VI, lines 11 and 19? Note. All Form 990 filers are required to complete Schedule O. ............
38
Yes
 
Form 990 (2010)
Form 990 (2010)
Page 5
Part V
Statements Regarding Other IRS Filings and Tax Compliance
Check if Schedule O contains a response to any question in this Part V . . . . . . . . . .
Yes
No
1a
Enter the number reported in Box 3 of Form 1096. Enter -0- if not applicable. .......
1a
529
b
Enter the number of Forms W-2G included in line 1a. Enter -0- if not applicable.
1b
0
c
Did the organization comply with backup withholding rules for reportable payments to vendors and reportable gaming (gambling) winnings to prize winners? ..................
1c
Yes
 
2a
Enter the number of employees reported on Form W-3, Transmittal of Wage and Tax Statements filed for the calendar year ending with or within the year covered by this return .....................
2a
7,010
b
If at least one is reported on line 2a, did the organization file all required federal employment tax returns?

Note. If the sum of lines 1a and 2a is greater than 250, you may be required to e-file. (see instructions)
2b
Yes
 
3a
Did the organization have unrelated business gross income of $1,000 or more during the year?.............................
3a
Yes
 
b
If “Yes,” has it filed a Form 990-T for this year? If “No,” provide an explanation in Schedule O.....
3b
Yes
 
4a
At any time during the calendar year, did the organization have an interest in, or a signature or other authority over, a financial account in a foreign country (such as a bank account or securities account)?.......................
4a
 
No
b
If "Yes," enter the name of the foreign country: MediumBullet
See instructions for filing requirements for Form TD F 90-22.1, Report of Foreign Bank and Financial Accounts.
5a
Was the organization a party to a prohibited tax shelter transaction at any time during the tax year?..
5a
 
No
b
Did any taxable party notify the organization that it was or is a party to a prohibited tax shelter transaction?
5b
 
No
c
If “Yes” to line 5a or 5b, did the organization file Form 8886-T? ........
5c
 
 
6a
Does the organization have annual gross receipts that are normally greater than $100,000, and did the organization solicit any contributions that were not tax deductible?..........
6a
 
No
b
If “Yes,” did the organization include with every solicitation an express statement that such contributions or gifts were not tax deductible?........................
6b
 
 
7
Organizations that may receive deductible contributions under section 170(c).
a
Did the organization receive a payment in excess of $75 made partly as a contribution and partly for goods and services provided to the payor?....................
7a
Yes
 
b
If “Yes,” did the organization notify the donor of the value of the goods or services provided?.....
7b
Yes
 
c
Did the organization sell, exchange, or otherwise dispose of tangible personal property for which it was required to file Form 8282?...........................
7c
 
No
d
If “Yes,” indicate the number of Forms 8282 filed during the year ....
7d
 
e
Did the organization receive any funds, directly or indirectly, to pay premiums on a personal benefit contract?..........................
7e
 
No
f
Did the organization, during the year, pay premiums, directly or indirectly, on a personal benefit contract?..
7f
 
No
g
If the organization received a contribution of qualified intellectual property, did the organization file Form 8899 as required?...................
7g
 
 
h
If the organization received a contribution of cars, boats, airplanes, or other vehicles, did the organization file a Form 1098-C?...............
7h
 
 
8
Sponsoring organizations maintaining donor advised funds and section 509(a)(3) supporting organizations. Did the supporting organization, or a donor advised fund maintained by a sponsoring organization, have excess business holdings at any time during the year?................
8
 
 
9
Sponsoring organizations maintaining donor advised funds.
a
Did the organization make any taxable distributions under section 4966?.........
9a
 
 
b
Did the organization make a distribution to a donor, donor advisor, or related person?......
9b
 
 
10
Section 501(c)(7) organizations. Enter:
a
Initiation fees and capital contributions included on Part VIII, line 12 ...
10a
 
b
Gross receipts, included on Form 990, Part VIII, line 12, for public use of club facilities
10b
 
11
Section 501(c)(12) organizations. Enter:
a
Gross income from members or shareholders .........
11a
 
b
Gross income from other sources (Do not net amounts due or paid to other sources against amounts due or received from them.) ........
11b
 
12a
Section 4947(a)(1) non-exempt charitable trusts. Is the organization filing Form 990 in lieu of Form 1041?
12a
 
 
b
If “Yes,” enter the amount of tax-exempt interest received or accrued during the year.
12b
 
13
Section 501(c)(29) qualified nonprofit health insurance issuers.
a
Is the organization licensed to issue qualified health plans in more than one state?
Note. All 501(c)(29) organizations must list in Schedule O each state in which they are licensed to issue qualified health plans, the amount of reserves required by each state, and the amount of reserves the organization allocated to each state.
13a
 
 
b
Enter the aggregate amount of reserves the organization is required to maintain by the states in which the organization is licensed to issue qualified health plans.
13b
 
c
Enter the aggregate amount of reserves on hand.
13c
 
14a
Did the organization receive any payments for indoor tanning services during the tax year?.....
14a
 
 
b
If "Yes," has it filed a Form 720 to report these payments? If “No,” provide an explanation in Schedule O..
14b
 
 
Form 990 (2010)
Form 990 (2010)
Page 6
Part VI
Governance, Management, and Disclosure For each “Yes” response to lines 2 through 7b below, and for a “No” response to lines 8a, 8b, or 10b below, describe the circumstances, processes, or changes in Schedule O. See instructions.
Check if Schedule O contains a response to any question in this Part VI . . . . . . . . . .
Section A. Governing Body and Management
Yes
No
1a
Enter the number of voting members of the governing body at the end of the tax year ..............
1a
23
b
Enter the number of voting members included in line 1a, above, who are independent .................
1b
19
2
Did any officer, director, trustee, or key employee have a family relationship or a business relationship with any other officer, director, trustee, or key employee? .................
2
Yes
 
3
Did the organization delegate control over management duties customarily performed by or under the direct supervision of officers, directors or trustees, or key employees to a management company or other person? ..
3
Yes
 
4
Did the organization make any significant changes to its governing documents since the prior Form 990 was filed?
4
 
No
5
Did the organization become aware during the year of a significant diversion of the organization’s assets? .
5
 
No
6
Does the organization have members or stockholders? ................
6
Yes
 
7a
Does the organization have members, stockholders, or other persons who may elect one or more members of the governing body? .........................
7a
Yes
 
b
Are any decisions of the governing body subject to approval by members, stockholders, or other persons? ..
7b
Yes
 
8
Did the organization contemporaneously document the meetings held or written actions undertaken during the year by the following:
a
The governing body? .........................
8a
Yes
 
b
Each committee with authority to act on behalf of the governing body? ............
8b
Yes
 
9
Is there any officer, director, trustee, or key employee listed in Part VII, Section A, who cannot be reached at the organization’s mailing address? If “Yes,” provide the names and addresses in Schedule O .....
9
 
No
Section B. Policies (This Section B requests information about policies not required by the Internal
Revenue Code.)
Yes
No
10a
Does the organization have local chapters, branches, or affiliates? ............
10a
 
No
b
If “Yes,” does the organization have written policies and procedures governing the activities of such chapters, affiliates, and branches to ensure their operations are consistent with those of the organization? ....
10b
 
 
11a
Has the organization provided a copy of this Form 990 to all members of its governing body before filing the form?
11a
Yes
 
b
Describe in Schedule O the process, if any, used by the organization to review the Form 990. .....
12a
Does the organization have a written conflict of interest policy? If “No,” go to line 13.......
12a
Yes
 
b
Are officers, directors or trustees, and key employees required to disclose annually interests that could give rise to conflicts? ...........................
12b
Yes
 
c
Does the organization regularly and consistently monitor and enforce compliance with the policy? If “Yes,” describe in Schedule O how this is done ....................
12c
Yes
 
13
Does the organization have a written whistleblower policy? ...............
13
Yes
 
14
Does the organization have a written document retention and destruction policy? .........
14
Yes
 
15
Did the process for determining compensation of the following persons include a review and approval by independent persons, comparability data, and contemporaneous substantiation of the deliberation and decision?
a
The organization’s CEO, Executive Director, or top management official ...........
15a
Yes
 
b
Other officers or key employees of the organization ................
15b
Yes
 
If "Yes" to line a or b, describe the process in Schedule O. (See instructions.)
16a
Did the organization invest in, contribute assets to, or participate in a joint venture or similar arrangement with a taxable entity during the year? ......................
16a
Yes
 
b
If “Yes,” has the organization adopted a written policy or procedure requiring the organization to evaluate its participation in joint venture arrangements under applicable federal tax law, and taken steps to safeguard the organization’s exempt status with respect to such arrangements? ............
16b
Yes
 
Section C. Disclosure
17
List the States with which a copy of this Form 990 is required to be filedMediumBullet
AL , AZ , CO , DC , FL , GA , IL , KS , KY , LA , ME , MD , MN , MS , NH , NJ , NM , NY , ND , OH , OK , OR , SC , TN , UT , VA , WA , WI
18
Section 6104 requires an organization to make its Form 1023 (or 1024 if applicable), 990, and 990-T (501(c)(3)s only) available for public inspection. Indicate how you make these available. Check all that apply.
19
Describe in Schedule O whether (and if so, how), the organization makes its governing documents, conflict of interest policy, and financial statements available to the public.
20
State the name, physical address, and telephone number of the person who possesses the books and records of the organization: MediumBullet
JAY SIAL
2160 SOUTH FIRST AVENUE
MAYWOOD,IL601533328
(708) 216-4253
Form 990 (2010)
Form 990 (2010)
Page 7
Part VII
Compensation of Officers, Directors,Trustees, Key Employees, Highest Compensated Employees, and Independent Contractors
Check if Schedule O contains a response to any question in this Part VII . . . . . . . . . .
Section A. Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees
1a Complete this table for all persons required to be listed. Report compensation for the calendar year ending with or within the organization’s tax year.
RoundBullet List all of the organization’s current officers, directors, trustees (whether individuals or organizations), regardless of amount
of compensation, and current key employees. Enter -0- in columns (D), (E), and (F) if no compensation was paid.

RoundBullet List all of the organization’s current key employees, if any. See instructions for definition of "key employee."
RoundBullet List the organization’s five current highest compensated employees (other than an officer, director, trustee or key employee)
who received reportable compensation (Box 5 of Form W-2 and/or Box 7 of Form 1099-MISC) of more than $100,000 from the
organization and any related organizations.

RoundBullet List all of the organization’s former officers, key employees, or highest compensated employees who received more than $100,000
of reportable compensation from the organization and any related organizations.

RoundBullet List all of the organization’s former directors or trustees that received, in the capacity as a former director or trustee of the
organization, more than $10,000 of reportable compensation from the organization and any related organizations.

List persons in the following order: individual trustees or directors; institutional trustees; officers; key employees; highest
compensated employees; and former such persons.
Check this box if neither the organization nor any related organizations compensated any current or former officer, director, or trustee.
(A)
Name and Title 		(B)
Average hours per week (describe hours for related organizations in Schedule O) 		(C)
Position (check all that apply) 		(D)
Reportable compensation from the organization (W- 2/1099-MISC) 		(E)
Reportable compensation from related organizations (W- 2/1099-MISC) 		(F)
Estimated amount of other compensation from the organization and related organizations
Individual Trustee or Director; Institutional Trustee; Officer; Key Employee; Highest compensated employee; Former;
(1) PATRICK J KELLY
CHAIRMAN, BOARD OF DIRECTORS
 3.0 X           0 0 0
(2) JORDAN M HADELMAN
VICE CHAIR, BOARD OF DIRECTORS
 2.0 X           0 0 0
(3) WILLIAM T DIVANE JR
DIRECTOR
 2.0 X           0 0 0
(4) JAMES C DOWDLE
DIRECTOR
 2.0 X           0 0 0
(5) THOMAS P FITZGERALD
DIRECTOR
 2.0 X           0 0 0
(6) DANIEL L FLAHERTY SJ
DIRECTOR
 2.0 X           0 0 0
(7) MICHAEL J GARANZINI SJ
DIRECTOR
 2.0 X           0 0 0
(8) JACKIE TAYLOR HOLSTEN
DIRECTOR
 2.0 X           0 0 0
(9) JOHN L KEELEY JR
DIRECTOR
 2.0 X           0 0 0
(10) NANCY W KNOWLES
DIRECTOR
 2.0 X           0 0 0
(11) JOHN C LAHEY
DIRECTOR
 2.0 X           0 0 0
(12) HENRY S LANG
DIRECTOR
 2.0 X           0 0 0
(13) MICHAEL R LEYDEN
DIRECTOR
 2.0 X           0 0 0
(14) CARLOS MONTOYA
DIRECTOR (FROM DEC 10)
 2.0 X           0 0 0
(15) THOMAS C ORIGITANO MD
DIRECTOR
 35.0 X           516,129 126,000 38,316
(16) MICHAEL R QUINLAN
DIRECTOR
 2.0 X           0 0 0
(17) ERIC A REEVES
DIRECTOR
 2.0 X           0 0 0
Form 990 (2010)
Form 990 (2010)
Page 8
Part VII
Section A. Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees (continued)
(A)
Name and Title 		(B)
Average hours per week (describe hours for related organizations in Schedule O) 		(C)
Position (check all that apply) 		(D)
Reportable compensation from the organization (W- 2/1099-MISC) 		(E)
Reportable compensation from related organizations (W- 2/1099-MISC) 		(F)
Estimated amount of other compensation from the organization and related organizations
Individual Trustee or Director; Institutional Trustee; Officer; Key Employee; Highest compensated employee; Former;
(18) WILLIAM F REICHERT
DIRECTOR
 2.0 X           0 0 0
(19) MARC H SCHWARTZ
DIRECTOR (FROM SEPT 10)
 2.0 X           0 0 0
(20) ROBERT SULO MD
DIRECTOR
 40.0 X           323,089 0 37,300
(21) JACK A WEINBERG
DIRECTOR
 2.0 X           0 0 0
(22) DAVID J WILBER MD
DIRECTOR (FROM SEPT 10)
 35.0 X           538,228 103,000 27,754
(23) PAUL K WHELTON MD MSC
PRESIDENT, CEO
 40.0 X   X       928,737 0 415,488
(24) SHARON O'KEEFE
PRESIDENT, LUH
 40.0     X       650,753 0 120,334
(25) JOHN P MORDACH
SR VP, CFO & TREASURER
 40.0     X       533,041 0 64,385
(26) CHARLES E REITER III
SR VP, GEN COUNSEL & SECRETARY
 40.0     X       538,439 0 166,514
(27) PATRICIA CASSIDY
SR VP STRATEGY LUHS, PRES GMH
 32.0     X       260,552 202,867 142,689
(28) DANIEL J POST
SR VP AMBULATORY & SYSTM SVCS
 40.0     X       551,726 0 119,336
(29) KAREN ALEXANDER
SR VP DVLPMNT & EXTRNL AFFAIRS
 40.0     X       353,656 0 57,623
(30) JILL RAPPIS
AVP, DEP GEN CNSL & ASST SECR
 30.0     X       159,251 68,505 58,622
(31) MAMDOUH BAKHOS MD
PROF/CHAIR, THOR/CARDIO SURG
 35.0         X   1,066,355 0 27,164
(32) RICHARD L GAMELLI MD
DEAN OF STRITCH & SR VP, LUHS
 10.0         X   542,480 496,500 34,569
(33) BRUCE E LEWIS MD
PROF OF MED, CARDIO INTERV
 38.0         X   787,887 0 38,316
(34) TERRY R LIGHT MD
PROF & CHRMN ORTHO SRG & REHAB
 35.0         X   613,433 138,100 38,054
(35) GUIDO MARRA MD
ASSOC PROF, ORTHOPAEDIC SURG
 38.0         X   751,936 0 38,054
(36) ANTHONY L BARBATO MD
FORMER PRESIDENT EMERITUS
 0.0           X 208,175 0 1,807
(37) ELIZABETH FRYE MD
FMR SR VP (THROUGH 2008)
 10.0           X 154,122 0 8,508
(38) MICHAEL SCHEER
FMR SR VP, CFO(THROUGH MAR 09)
 0.0           X 556,213 1,000 9,730
(39) WILLIAM CANNON MD
CHIEF OF STAFF (FMR KE)
 40.0           X 405,080 0 35,919
(40) PAULA HINDLE
VP, CHIEF NURSE EXEC (FMR KE)
 40.0           X 352,597 0 73,054
(41) ARTHUR KRUMREY
VP, CHIEF INFO OFFICR (FMR KE)
 40.0           X 411,320 0 138,323
1b Sub-Total................MediumBullet
c Total from continuation sheets to Part VII, Section A....MediumBullet
d Total (add lines 1b and 1c)............MediumBullet 11,203,199 1,135,972 1,691,859
2
Total number of individuals (including but not limited to those listed above) who received more than $100,000 in reportable compensation from the organizationMediumBullet779
Yes
No
3
Did the organization list any former officer, director or trustee, key employee, or highest compensated employee on line 1a? If “Yes,” complete Schedule J for such individual .............
3
Yes
 
4
For any individual listed on line 1a, is the sum of reportable compensation and other compensation from the organization and related organizations greater than $150,000? If “Yes,” complete Schedule J for such individual...........................
4
Yes
 
5
Did any person listed on line 1a receive or accrue compensation from any unrelated organization or individual for services rendered to the organization? If “Yes,” complete Schedule J for such person .....
5
 
No
Section B. Independent Contractors
1
Complete this table for your five highest compensated independent contractors that received more than $100,000 of compensation from the organization.
(A)
Name and business address 		(B)
Description of services 		(C)
Compensation
SODEXO INC AFFILIATES
PO BOX 70060
CHICAGO,IL606730060 		MANAGEMENT SERVICES 11,150,452
NAVIGANT CONSULTING INC
4511 PAYSPHERE CIRCLE
CHICAGO,IL60674 		MANAGEMENT FEE 8,720,615
BVK
250 W COVENTRY CT
MILWAUKEE,WI53217 		ADVERTISING SERVICES 4,235,003
EMPLOYER'S CLAIM SERVICE INC
119 E COOK
LIBERTYVILLE,IL60048 		COMPNSTN CLAIM SVCS 2,828,397
EPIC SYSTEMS CORPORATION
BOX 88314
MILWAUKEE,WI532880314 		INFO TECHNOLOGY 2,685,058
2
Total number of independent contractors (including but not limited to those listed above) who received more than $100,000 in compensation from the organization MediumBullet171
Form 990 (2010)
Form 990 (2010)
Page 9
Part VIII
Statement of Revenue
(A)
Total revenue 		(B)
Related or
exempt
function
revenue 		(C)
Unrelated
business
revenue 		(D)
Revenue
excluded from
tax under sections
512, 513, or 514
Contributions, gifts, grants and other similar amounts 1a Federated campaigns..1a  
b Membership dues....1b  
c Fundraising events....1c 191,300
d Related organizations...1d  
e Government grants (contributions)1e 1,807,070
f All other contributions, gifts, grants, and
similar amounts not included above1f 		4,513,796
g Noncash contributions included in lines 1a-1f:$ 2,191,452
h Total. Add lines 1a-1f.......MediumBullet 6,512,166
Program Service Revenue Business Code
2a MEDICAL SERVICES 621,110 905,881,074 905,658,121 222,953  
b HOSPITAL PHARMACY REVENUE 446,110 3,786,420 3,786,420    
c
d
e
f All other program service revenue .        
g Total. Add lines 2a–2f........MediumBullet 909,667,494
Other Revenue 3 Investment income (including dividends, interest
and other similar amounts).....MediumBullet 5,505,801     5,505,801
4 Income from investment of tax-exempt bond proceeds..MediumBullet 0     0
5 Royalties............MediumBullet 0     0
(i) Real (ii) Personal
6a Gross Rents    
b Less: rental expenses    
c Rental income or (loss)    
d Net rental income or (loss).......MediumBullet        
(i) Securities (ii) Other
7a Gross amount from sales of assets other than inventory 67,483,411 10,820,943
b Less: cost or other basis and sales expenses 58,171,084 10,921,129
c Gain or (loss) 9,312,327 -100,186
d Net gain or (loss)..........MediumBullet 9,212,141     9,212,141
8a Gross income from fundraising events (not including
$ 191,300
of contributions reported on line 1c). See Part IV, line 18 ...
a 43,650
b Less: direct expenses ...b 328,848
c Net income or (loss) from fundraising events..MediumBullet -285,198   -285,198
9a Gross income from gaming activities.
See Part IV, line 19 ...
a  
b Less: direct expenses ...b  
c Net income or (loss) from gaming activities...MediumBullet 0     0
10a Gross sales of inventory, less
returns and allowances .
a  
b Less: cost of goods sold ..b  
c Net income or (loss) from sales of inventory..MediumBullet 0     0
Miscellaneous Revenue Business Code
11a PARKING REVENUE 812,930 4,107,300     4,107,300
b CAFETERIA REVENUE 722,210 3,694,005     3,694,005
c GIFT SHOP REVENUE 453,220 234,216     234,216
d All other revenue ....        
e Total. Add lines 11a–11d ......MediumBullet 8,035,521
12 Total revenue. See Instructions....MediumBullet 938,647,925 909,444,541 222,953 22,468,265
Form 990 (2010)
Form 990 (2010)
Page 10
Part IX
Statement of Functional Expenses
Section 501(c)(3) and 501(c)(4) organizations must complete all columns. All other organizations must complete column (A) but are not required to complete columns (B), (C), and (D).
Do not include amounts reported on lines 6b,
7b, 8b, 9b, and 10b of Part VIII. 		(A)
Total expenses 		(B)
Program service expenses 		(C)
Management and general expenses 		(D)
Fundraising expenses
1 Grants and other assistance to governments and organizations in the U.S. See Part IV, line 21 18,007,722 18,007,722
2 Grants and other assistance to individuals in the U.S. See Part IV, line 22 0  
3 Grants and other assistance to governments, organizations, and individuals outside the U.S. See Part IV, lines 15 and 16 0  
4 Benefits paid to or for members 0  
5 Compensation of current officers, directors, trustees, and key employees .... 5,976,114 5,199,219 776,895  
6 Compensation not included above, to disqualified persons (as defined under section 4958(f)(1)) and persons described in section 4958(c)(3)(B) .... 0      
7 Other salaries and wages 417,438,307 363,171,327 54,266,980  
8 Pension plan contributions (include section 401(k) and section 403(b) employer contributions) .... 29,510,438 25,674,081 3,836,357  
9 Other employee benefits ....... 31,344,299 27,269,540 4,074,759  
10 Payroll taxes ........... 31,946,403 27,793,371 4,153,032  
11 Fees for services (non-employees):        
a Management ...... 10,648,806 9,576,471 1,072,335  
b Legal ......... 1,883,962 1,073,858 810,104  
c Accounting ........... 534,427 304,623 229,804  
d Lobbying ........... 209,254 209,254    
e Professional fundraising. See Part IV, line 17.. 0  
f Investment management fees ...... 3,629,024 2,068,544 1,560,480  
g Other .......... 53,955,119 30,754,418 23,200,701  
12 Advertising and promotion .... 2,952,456 2,952,456    
13 Office expenses ....... 4,211,938 3,787,796 424,142  
14 Information technology ...... 4,903,713 2,795,116 2,108,597  
15 Royalties .. 0      
16 Occupancy ........... 21,523,496 19,356,080 2,167,416  
17 Travel ............ 0      
18 Payments of travel or entertainment expenses for any federal, state, or local public officials ...... 0      
19 Conferences, conventions, and meetings .... 2,313,551 1,318,724 994,827  
20 Interest ........... 10,039,355 10,039,355    
21 Payments to affiliates ....... 0      
22 Depreciation, depletion, and amortization ..... 35,873,591 26,550,934 9,322,657  
23 Insurance .............. 17,895,422 17,895,422    
24 Other expenses. Itemize expenses not covered above. (Expenses grouped together and labeled miscellaneous may not exceed 5% of total expenses shown on line 25 below.)
a MEDICAL SUPPLIES & OTHER 100,061,016 97,059,186 3,001,830  
b PHARMACEUTICAL SUPPLIES 55,077,430 55,077,430    
c BAD DEBT EXPENSE 52,373,008 52,373,008    
d HOSPITAL ACCESS IMPRVMNT PRGRM 19,097,112 19,097,112    
e DEVELOPMENT DEPARTMENT 2,052,235     2,052,235
f All other expenses -9,676,000   -9,676,000  
25 Total functional expenses. Add lines 1 through 24f 923,782,198 819,405,047 102,324,916 2,052,235
26 Joint costs. Check here MediumBullet if following
SOP 98-2 (ASC 958-720). Complete this line only if the organization reported in column (B) joint costs from a combined educational campaign and fundraising solicitation 		       
Form 990 (2010)
Form 990 (2010)
Page 11
Part X Balance Sheet
(A)
Beginning of year 		(B)
End of year
Assets 1 Cash—non-interest-bearing .......... 98,618,713 1 64,989,724
2 Savings and temporary cash investments ....... 1,385,655 2 957,809
3 Pledges and grants receivable, net ......... 8,822,237 3 4,625,797
4 Accounts receivable, net ......... 123,867,298 4 145,761,428
5 Receivables from current and former officers, directors, trustees, key employees, and highest compensated employees. Complete Part II of
Schedule L ..........   5  
6 Receivables from other disqualified persons (as defined under section 4958(f)(1)) and persons described in section 4958(c)(3)(B). Complete Part II of
Schedule L ..........   6  
7 Notes and loans receivable, net .............   7  
8 Inventories for sale or use .............. 15,608,764 8 12,860,353
9 Prepaid expenses and deferred charges ............ 5,810,602 9 5,858,730
10a Land, buildings, and equipment: cost or other basis. Complete Part VI of Schedule D 10a 763,942,137
b Less: accumulated depreciation. ..... 10b 380,466,404 362,613,201 10c 383,475,733
11 Investments—publicly traded securities .......... 107,487,787 11 129,618,775
12 Investments—other securities. See Part IV, line 11 ...... 10,829,387 12 13,393,469
13 Investments—program-related. See Part IV, line 11 ..   13  
14 Intangible assets .........   14  
15 Other assets. See Part IV, line 11 ........... 45,605,330 15 68,107,717
16 Total assets. Add lines 1 through 15 (must equal line 34)... 780,648,974 16 829,649,535
Liabilities 17 Accounts payable and accrued expenses . 96,663,035 17 93,340,550
18 Grants payable ..........   18  
19 Deferred revenue ..........   19  
20 Tax-exempt bond liabilities .......... 350,095,748 20 339,300,204
21 Escrow or custodial account liability. Complete Part IV of Schedule D..   21  
22 Payables to current and former officers, directors, trustees, key
employees, highest compensated employees, and disqualified
persons. Complete Part II of Schedule L..........   22  
23 Secured mortgages and notes payable to unrelated third parties ..   23  
24 Unsecured notes and loans payable to unrelated third parties ....   24  
25 Other liabilities. Complete Part X of Schedule D..... 184,206,228 25 180,644,609
26 Total liabilities. Add lines 17 through 25..... 630,965,011 26 613,285,363
Net Assets or Fund Balance Organizations that follow SFAS 117, check here MediumBullet and complete lines 27 through 29, and lines 33 and 34.
27 Unrestricted net assets ..... 123,506,803 27 189,405,029
28 Temporarily restricted net assets ..... 19,537,489 28 20,287,967
29 Permanently restricted net assets ..... 6,639,671 29 6,671,176
Organizations that do not follow SFAS 117, check here MediumBullet and complete lines 30 through 34.
30 Capital stock or trust principal, or current funds .....   30  
31 Paid-in or capital surplus, or land, building or equipment fund .....   31  
32 Retained earnings, endowment, accumulated income, or other funds   32  
33 Total net assets or fund balances ..... 149,683,963 33 216,364,172
34 Total liabilities and net assets/fund balances ..... 780,648,974 34 829,649,535
Form 990 (2010)
Form 990 (2010)
Page 12
Part XI
Reconcilliation of Net Assets
Check if Schedule O contains a response to any question in this Part XI . . . . . . . . . .
1
Total revenue (must equal Part VIII, column (A), line 12) . . .
1
938,647,925
2
Total expenses (must equal Part IX, column (A), line 25) . . . . .
2
923,782,198
3
Revenue less expenses. Subtract line 2 from line 1 . . . .
3
14,865,727
4
Net assets or fund balances at beginning of year (must equal Part X, line 33, column (A)) . .
4
149,683,963
5
Other changes in net assets or fund balances (explain in Schedule O) . . . .
5
51,814,482
6
Net assets or fund balances at end of year. Combine lines 3, 4, and 5 (must equal Part X, line 33, column (B)) . . . . . .
6
216,364,172
Part XII
Financial Statements and Reporting
Check if Schedule O contains a response to any question in this Part XII . . . . . . . . . .
Yes
No
1
Accounting method used to prepare the Form 990:  
If the organization changed its method of accounting from a prior year or checked "Other," explain in
Schedule O.
2a
Were the organization’s financial statements compiled or reviewed by an independent accountant?..
2a
 
No
b
Were the organization’s financial statements audited by an independent accountant?........
2b
Yes
 
c
If “Yes,” to 2a or 2b, does the organization have a committee that assumes responsibility for oversight of the audit, review, or compilation of its financial statements and selection of an independent accountant?
If the organization changed either its oversight process or selection process during the tax year, explain in Schedule O............................
2c
Yes
 
d
If “Yes” to line 2a or 2b, check a box below to indicate whether the financial statements for the year were issued on a separate basis, consolidated basis, or both:
3a
As a result of a federal award, was the organization required to undergo an audit or audits as set forth in the Single Audit Act and OMB Circular A-133? ................
3a
Yes
 
b
If “Yes,” did the organization undergo the required audit or audits? If the organization did not undergo the required audit or audits, explain why in Schedule O and describe any steps taken to undergo such audits. ..
3b
Yes
 
Form 990 (2010)
Additional Data


Software ID:  
Software Version:  
Form 990, Special Condition Description:
Special Condition Description
SCHEDULE A
(Form 990 or 990EZ)

Department of the Treasury
Internal Revenue Service
Public Charity Status and Public Support

Complete if the organization is a section 501(c)(3) organization or a section
4947(a)(1) nonexempt charitable trust.
right arrow Attach to Form 990 or Form 990-EZ. right arrow See separate instructions.
OMB No. 1545-0047
2010
Open to Public
Inspection
Name of the organization
LOYOLA UNIVERSITY MEDICAL CENTER
 
Employer identification number

36-4015560
Part I
Reason for Public Charity Status (All organizations must complete this part.) See instructions
The organization is not a private foundation because it is: (For lines 1 through 11, check only one box.)
1
2
3
4
5
section 170(b)(1)(A)(iv). (Complete Part II.)
6
7
8
9
receipts from activities related to its exempt functions—subject to certain exceptions, and (2) no more than 331/3% of
its support from gross investment income and unrelated business taxable income (less section 511 tax) from businesses
acquired by the organization after June 30, 1975. See section 509(a)(2). (Complete Part III.)
10
11
e
f
g
(i) a person who directly or indirectly controls, either alone or together with persons described in (ii)
Yes
No
and (iii) below, the governing body of the the supported organization? ................
11g(i)
 
 
(ii) a family member of a person described in (i) above? ......................
11g(ii)
 
 
(iii) a 35% controlled entity of a person described in (i) or (ii) above? ................
11g(iii)
 
 
h
(i)
Name of supported organization 		(ii)
EIN 		(iii)
Type of organization (described on lines 1- 9 above or IRC section (see instructions)) 		(iv)
Is the organization in col. (i) listed in your governing document? 		(v)
Did you notify the organization in col. (i) of your support? 		(vi)
Is the organization in col. (i) organized in the U.S.? 		(vii)
Amount of support?
Yes No Yes No Yes No
Total                  

For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 11285F
Schedule A (Form 990 or 990-EZ) 2010
Schedule A (Form 990 or 990-EZ) 2010
Page 2
Part II
Support Schedule for Organizations Described in IRC 170(b)(1)(A)(iv) and 170(b)(1)(A)(vi)
(Complete only if you checked the box on line 5, 7, or 8 of Part I or if the organization failed to qualify under Part III. If the organization fails to qualify under the tests listed below, please complete Part III.)
Section A. Public Support
Calendar year(or fiscal year beginning in) (a) 2006 (b) 2007 (c) 2008 (d) 2009 (e) 2010 (f) Total
1 Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grants.") ....            
2 Tax revenues levied for the organization's benefit and either paid to or expended on its behalf.......            
3 The value of services or facilities furnished by a governmental unit to the organization without charge..            
4 Total. Add lines 1 through 3..            
5 The portion of total contributions by each person (other than a governmental unit or publicly supported organization) included on line 1 that exceeds 2% of the amount shown on line 11, column (f)..            
6 Public Support. Subtract line 5 from line 4.            
Section B. Total Support
Calendar year(or fiscal year beginning in) (a) 2006 (b) 2007 (c) 2008 (d) 2009 (e) 2010 (f) Total
7 Amounts from line 4..            
8 Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources..            
9 Net income from unrelated business activities, whether or not the business is regularly carried on..            
10 Other income. (Explain in Part IV.) Do not include gain or loss from the sale of capital assets..            
11 Total support (Add lines 7 through 10).            
12
12
 
13
Section C. Computation of Public Support Percentage
14
14
 
15
15
 
16a
b
17a
b
18
Schedule A (Form 990 or 990-EZ) 2010
Schedule A (Form 990 or 990-EZ) 2010
Page 3
Part III
Support Schedule for Organizations Described in IRC 509(a)(2)
(Complete only if you checked the box on line 9 of Part I or if the organization failed to qualify under Part II. If the organization fails to qualify under the tests listed below, please complete Part II.)
Section A. Public Support
Calendar year(or fiscal year beginning in) (a) 2006 (b) 2007 (c) 2008 (d) 2009 (e) 2010 (f) Total
1 Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grants.") .            
2 Gross receipts from admissions, merchandise sold or services performed, or facilities furnished in any activity that is related to the organization's tax-exempt purpose......            
3 Gross receipts from activities that are not an unrelated trade or business under section 513..            
4 Tax revenues levied for the organization's benefit and either paid to or expended on its behalf...            
5 The value of services or facilities furnished by a governmental unit to the organization without charge..            
6 Total. Add lines 1 through 5.            
7a Amounts included on lines 1, 2, and 3 received from disqualified persons...            
b Amounts included on lines 2 and 3 received from other than disqualified persons that exceed the greater of $5,000 or 1% of the amount on line 13 for the year.            
c Add lines 7a and 7b..            
8 Public Support (Subtract line 7c from line 6.)            
Section B. Total Support
Calendar year (or fiscal year beginning in) (a) 2006 (b) 2007 (c) 2008 (d) 2009 (e) 2010 (f) Total
9 Amounts from line 6...            
10a Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources..            
b Unrelated business taxable income (less section 511 taxes) from businesses acquired after June 30, 1975.            
c Add lines 10a and 10b.            
11 Net income from unrelated business activities not included in line 10b, whether or not the business is regularly carried on.            
12 Other income. Do not include gain or loss from the sale of capital assets (Explain in Part IV.)            
13 Total support (Add lines 9, 10c, 11 and 12.).            
14
Section C. Computation of Public Support Percentage
15
15
 
16
16
 
Section D. Computation of Investment Income Percentage
17
17
 
18
18
 
19a
b
20
Schedule A (Form 990 or 990-EZ) 2010
Schedule A (Form 990 or 990-EZ) 2010
Page 4
Part IV
Supplemental Information. Supplemental Information. Complete this part to provide the explanation required by Part II, line 10; Part II, line 17a or 17b; or Part III, line 12. Also complete this part for any additional information. (See instructions).
Facts And Circumstances Test
 
Explanation
 
 
 
 
Schedule A (Form 990 or 990-EZ) 2010

Additional Data


Software ID:  
Software Version:  
Schedule B
(Form 990, 990-EZ,
or 990-PF)
Department of the Treasury
Internal Revenue Service
Schedule of Contributors
Arrow Bullet Attach to Form 990, 990-EZ, or 990-PF.
OMB No. 1545-0047
2010
Name of organization
LOYOLA UNIVERSITY MEDICAL CENTER
 
Employer identification number

36-4015560
Organization type (check one):
Filers of:
Section:
Form 990 or 990-EZ





Form 990-PF




Check if your organization is covered by the General Rule or a Special Rule.  
Note. Only a section 501(c)(7), (8), or (10) organization can check boxes for both the General Rule and a Special Rule. See instructions.
General Rule—
Special Rules
......................... Arrow Bullet   $    
Caution. An Organization that is not covered by the General Rule and/or the Special Rules does not file Schedule B (Form 990,
990-EZ, or 990-PF), but it must answer “No” on Part IV, line 2 of its Form 990, or check the box in the heading of its
Form 990-EZ, or on line 2 of its Form 990-PF, to certify that it does not meet the filing requirements of Schedule B (Form 990,
990-EZ, or 990-PF).
For Paperwork Reduction Act Notice, see the Instructions
for Form 990, 990-EZ, or 990-PF.
Cat. No. 30613XSchedule B (Form 990, 990-EZ, or 990-PF) (2010)

Schedule B (Form 990, 990-EZ, or 990-PF) (2010)
Page 1 of 1 of Part I
Name of organization
LOYOLA UNIVERSITY MEDICAL CENTER
  		Employer identification number

36-4015560
Part I
Contributors (see Instructions)
     
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Aggregate contributions		 (d)
Type of contribution
RESTRICTED
RESTRICTED
 

     
RESTRICTED
RESTRICTED  
RESTRICTED, RESTRICTED   RESTRICTED

$RESTRICTED




(Complete Part II if there is
a noncash contribution.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Aggregate contributions		 (d)
Type of contribution
 
 
 

     
 
   

$  




(Complete Part II if there is
a noncash contribution.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Aggregate contributions		 (d)
Type of contribution
 
 
 

     
 
   

$  




(Complete Part II if there is
a noncash contribution.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Aggregate contributions		 (d)
Type of contribution
 
 
 

     
 
   

$  




(Complete Part II if there is
a noncash contribution.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Aggregate contributions		 (d)
Type of contribution
 
 
 

     
 
   

$  




(Complete Part II if there is
a noncash contribution.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Aggregate contributions		 (d)
Type of contribution
 
 
 

     
 
   

$  




(Complete Part II if there is
a noncash contribution.)
Schedule B (Form 990, 990-EZ, or 990-PF) (2010)

Schedule B (Form 990, 990-EZ, or 990-PF) (2010)
Page 1 of 1 of Part II
Name of organization
LOYOLA UNIVERSITY MEDICAL CENTER
  		Employer identification number

36-4015560
Part II
Noncash Property (see Instructions)
     
(a) No.
from
Part I		 (b)
Description of noncash property given		 (c)
FMV (or estimate)
(see instructions) 		(d)
Date received
 
$    
(a) No.
from
Part I		 (b)
Description of noncash property given		 (c)
FMV (or estimate)
(see instructions) 		(d)
Date received
 
$    
(a) No.
from
Part I		 (b)
Description of noncash property given		 (c)
FMV (or estimate)
(see instructions) 		(d)
Date received
 
$    
(a) No.
from
Part I		 (b)
Description of noncash property given		 (c)
FMV (or estimate)
(see instructions) 		(d)
Date received
 
$    
(a) No.
from
Part I		 (b)
Description of noncash property given		 (c)
FMV (or estimate)
(see instructions) 		(d)
Date received
 
$    
(a) No.
from
Part I		 (b)
Description of noncash property given		 (c)
FMV (or estimate)
(see instructions) 		(d)
Date received
 
$    
Schedule B (Form 990, 990-EZ, or 990-PF) (2010)

Schedule B (Form 990, 990-EZ, or 990-PF) (2010)
Page 1 of 1 of Part III
Name of organization
LOYOLA UNIVERSITY MEDICAL CENTER
  		Employer identification number

36-4015560
Part III
Exclusively religious, charitable, etc., individual contributions to section 501(c)(7), (8), or (10) organizations
aggregating more than $1,000 for the year. (Complete columns (a) through (e) and the following line entry.)
For organizations completing Part III, enter the total of exclusively religious, charitable, etc.,
contributions of $1,000 or less for the year. (Enter this information once. See instructions.) Arrow Bullet $  
(a) No.
from
Part I		 (b)
Purpose of gift		 (c)
Use of gift		 (d)
Description of how gift is held
 
(e)
Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
       
 
(a) No.
from
Part I		 (b)
Purpose of gift		 (c)
Use of gift		 (d)
Description of how gift is held
 
(e)
Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
       
 
(a) No.
from
Part I		 (b)
Purpose of gift		 (c)
Use of gift		 (d)
Description of how gift is held
 
(e)
Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
       
 
(a) No.
from
Part I		 (b)
Purpose of gift		 (c)
Use of gift		 (d)
Description of how gift is held
 
(e)
Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
       
 
Schedule B (Form 990, 990-EZ, or 990-PF) (2010)

Additional Data


Software ID:  
Software Version:  
SCHEDULE C
(Form 990 or 990-EZ)

Department of the Treasury
Internal Revenue Service
Political Campaign and Lobbying Activities

For Organizations Exempt From Income Tax Under section 501(c) and section 527
SchCMd Bullet Complete if the organization is described below.
SchCMd Bullet Attach to Form 990 or Form 990-EZ. SchCMd Bullet See separate instructions.
OMB No. 1545-0047
2010
Open to Public
Inspection
If the organization answered “Yes,” to Form 990, Part IV, Line 3, or Form 990-EZ, Part V, line 46 (Political Campaign Activities), then
Round Bullet Section 501(c)(3) organizations: Complete Parts I-A and B. Do not complete Part I-C.
Round Bullet Section 501(c) (other than section 501(c)(3)) organizations: Complete Parts I-A and C below. Do not complete Part I-B.
Round Bullet Section 527 organizations: Complete Part I-A only.
If the organization answered “Yes,” to Form 990, Part IV, Line 4, or Form 990-EZ, Part VI, line 47 (Lobbying Activities), then
Round Bullet Section 501(c)(3) organizations that have filed Form 5768 (election under section 501(h)) Complete Part II-A. Do not complete Part II-B.
Round Bullet Section 501(c)(3) organizations that have NOT filed Form 5768 (election under section 501(h)): Complete Part II-B. Do not complete Part II-A.
If the organization answered “Yes,” to Form 990, Part IV, Line 5 (Proxy Tax) or Form 990-EZ, Part V, line 35a (Proxy Tax), then
Round Bullet Section 501(c)(4), (5), or (6) organizations: Complete Part III.
Name of the organization
LOYOLA UNIVERSITY MEDICAL CENTER
 
Employer identification number

36-4015560
Part I-A
Complete if the organization is exempt under section 501(c) or is a section 527 organization.

1
Provide a description of the organization's direct and indirect political campaign activities on behalf of or in opposition to candidates for public office in Part IV.
2
Political expenditures ....................................SchCMd Bullet
$  
3
Volunteer hours ........................................
 

Part I-B
Complete if the organization is exempt under section 501(c)(3).
1
Enter the amount of any excise tax incurred by the organization under section 4955 .........SchCMd Bullet
$  
2
Enter the amount of any excise tax incurred by organization managers under section 4955 ......SchCMd Bullet
$  
3
If the organization incurred a section 4955 tax, did it file Form 4720 for this year? ..............
4a
Was a correction made? .........................................
b
If "Yes," describe in Part IV.
Part I-C
Complete if the organization is exempt under section 501(c) except section 501(c)(3).
1
Enter the amount directly expended by the filing organization for section 527 exempt function activities SchCMd Bullet
$  
2
Enter the amount of the filing organization's funds contributed to other organizations for section 527 exempt funtion activities ....................................SchCMd Bullet

$  
3
Total exempt function expenditures. Add lines 1 and 2. Enter here and on Form 1120-POL, line 17b..SchCMd Bullet

$  
4
Did the filing organization file Form 1120-POL for this year? ..........................
5
Enter the names, addresses and employer identification number (EIN) of all section 527 political organizations to which the filing
organization made payments. For each organization listed, enter the amount paid from the filing organization’s funds. Also enter the amount of political contributions received that were promptly and directly delivered to a separate political organization, such as a separate segregated fund or a political action committee (PAC). If additional space is needed, provide information in Part IV.
(a) Name (b) Address (c) EIN (d) Amount paid from filing organization's funds. If none, enter -0-. (e) Amount of political contributions received and promptly and directly delivered to a separate political organization. If none, enter -0-.










For Privacy Act and Paperwork Reduction Act Notice, see the instructions for Form 990.
Cat. No. 50084S
Schedule C (Form 990 or 990-EZ) 2010

Schedule C (Form 990 or 990-EZ) 2010
Page 2
Part II-A
Complete if the organization is exempt under section 501(c)(3) and filed Form 5768 (election under section 501(h)).
A Check
B Check
Limits on Lobbying Expenditures
(The term "expenditures" means amounts paid or incurred.) 		(a) Filing
Organization's
Totals 		(b) Affiliated Group
Totals
1a Total lobbying expenditures to influence public opinion (grass roots lobbying) ......    
b Total lobbying expenditures to influence a legislative body (direct lobbying) .......    
c Total lobbying expenditures (add lines 1a and 1b) ...................    
d Other exempt purpose expenditures ........................    
e Total exempt purpose expenditures (add lines 1c and 1d) ...............    
f Lobbying nontaxable amount. Enter the amount from the following table in both
columns.		    
  If the amount on line 1e, column (a) or (b) is:The lobbying nontaxable amount is:    
  Not over $500,00020% of the amount on line 1e.    
  Over $500,000 but not over $1,000,000$100,000 plus 15% of the excess over $500,000.    
  Over $1,000,000 but not over $1,500,000$175,000 plus 10% of the excess over $1,000,000.    
  Over $1,500,000 but not over $17,000,000$225,000 plus 5% of the excess over $1,500,000.    
  Over $17,000,000$1,000,000.    
       
g Grassroots nontaxable amount (enter 25% of line 1f) .................    
h Subtract line 1g from line 1a. If zero or less, enter -0-. ................    
i Subtract line 1f from line 1c. If zero or less, enter -0-. ................    
j If there is an amount other than zero on either line 1h or line 1i, did the organization file Form 4720 reporting
section 4911 tax for this year? ......................................

4-Year Averaging Period Under Section 501(h)
(Some organizations that made a section 501(h) election do not have to complete all of the five
columns below. See the instructions for lines 2a through 2f on page 4.)
Lobbying Expenditures During 4-Year Averaging Period
  Calendar year (or fiscal year
beginning in) 		(a) 2007 (b) 2008 (c) 2009 (d) 2010 (e) Total
             
2a Lobbying non-taxable amount          
             
b Lobbying ceiling amount
(150% of line 2a, column(e)) 		         
             
c Total lobbying expenditures          
             
d Grassroots non-taxable amount          
             
e Grassroots ceiling amount
(150% of line 2d, column (e))		          
             
f Grassroots lobbying expenditures          
Schedule C (Form 990 or 990-EZ) 2010


Schedule C (Form 990 or 990-EZ) 2010
Page 3
Part II-B
Complete if the organization is exempt under section 501(c)(3) and has NOT filed Form 5768 (election under section 501(h)).
(a)
Yes
No
(b)
Amount
1
During the year, did the filing organization attempt to influence foreign, national, state or local legislation, including any attempt to influence public opinion on a legislative matter or referendum, through the use of:
a
Volunteers? .........................................
 
No
b
Paid staff or management (include compensation in expenses reported on lines 1c through 1i)? ....
Yes
 
c
Media advertisements? ....................................
 
No
 
d
Mailings to members, legislators, or the public? .........................
 
No
 
e
Publications, or published or broadcast statements? .......................
 
No
 
f
Grants to other organizations for lobbying purposes? .......................
Yes
 
251,981
g
Direct contact with legislators, their staffs, government officials, or a legislative body? ........
Yes
 
50,759
h
Rallies, demonstrations, seminars, conventions, speeches, lectures, or any similar means? ......
 
No
 
i
Other activities? If "Yes," describe in Part IV ..........................
 
No
 
j
Total. lines 1c through 1i ...................................
302,740
2a
Did the activities in line 1 cause the organization to be not described in section 501(c)(3)? .....
 
No
b
If "Yes," enter the amount of any tax incurred under section 4912 .................
 
c
If "Yes," enter the amount of any tax incurred by organization managers under section 4912 .....
 
d
If the filing organization incurred a section 4912 tax, did it file Form 4720 for this year? .......
 
 
Part III-A
Complete if the organization is exempt under section 501(c)(4), section 501(c)(5), or section 501(c)(6).
Yes
No
1
Were substantially all (90% or more) dues received nondeductible by members? ................
1
 
 
2
Did the organization make only in-house lobbying expenditures of $2,000 or less? ................
2
 
 
3
Did the organization agree to carryover lobbying and political expenditures from the prior year? ..........
3
 
 
Part III-B
Complete if the organization is exempt under section 501(c)(4), section 501(c)(5), or section 501(c)(6) if BOTH Part III-A, lines 1 and 2 are answered “No” OR if Part III-A, line 3 is answered “Yes”.
1
Dues, assessments and similar amounts from members .....................
1
 
2
Section 162(e) non-deductible lobbying and political expenditures (do not include amounts of political
expenses for which the section 527(f) tax was paid).
a
Current year .........................................
2a
 
b
Carryover from last year ....................................
2b
 
c
Total ...........................................
2c
 
3
Aggregate amount reported in section 6033(e)(1)(A) notices of nondeductible section 162(e) dues .
3
 
4
If notices were sent and the amount on line 2c exceeds the amount on line 3, what portion of the excess does the organization agree to carryover to the reasonable estimate of nondeductible lobbying and political expenditure next year? ................................
4
 
5
Taxable amount of lobbying and political expenditures (see instructions) ..............
5
 
Part IV
Supplemental Information
Complete this part to provide the descriptions required for Part l-A, line 1; Part l-B, line 4; Part l-C, line 5; and Part ll-B, line 1i.
Also, complete this part for any additional information.
Identifier Return Reference Explanation
PART II-B, LINE 1I OTHER LOBBYING ACTIVITIES LOYOLA UNIVERSITY MEDICAL CENTER DID NOT PARTICIPATE OR INTERVENE IN ANY POLITICAL CAMPAIGNS. AN INSUBSTANTIAL PORTION OF ITS ACTIVITIES INVOLVED LEGISLATIVE HEALTH CARE MATTERS. THE MAJORITY OF THE ACTIVITIES INVOLVED EDUCATING LEGISLATORS REGARDING APPROPRIATE HEALTH CARE PUBLIC POLICY IN THE AREAS OF ILLINOIS MEDICAID REIMBURSEMENTS AND ISSUES RELATING TO THE PROVISION OF HEALTH CARE IN AN ACADEMIC TEACHING HOSPITAL ENVIRONMENT.
Schedule C (Form 990 or 990EZ) 2010

Additional Data


Software ID:  
Software Version:  

SCHEDULE D
(Form 990)
Department of the Treasury
Internal Revenue Service
Supplemental Financial Statements
SchDMd Bullet Complete if the organization answered "Yes," to Form 990,
Part IV, line 6, 7, 8, 9, 10, 11, or 12.
SchDMd Bullet Attach to Form 990. SchDMd Bullet See separate instructions.
OMB No. 1545-0047
2010
Open to Public Inspection
Name of the organization
LOYOLA UNIVERSITY MEDICAL CENTER
 
Employer identification number

36-4015560
Part I
Organizations Maintaining Donor Advised Funds or Other Similar Funds or Accounts. Complete if the organization answered "Yes" to Form 990, Part IV, line 6.
(a) Donor advised funds (b) Funds and other accounts
1 Total number at end of year .......    
2 Aggregate contributions to (during year) ...    
3 Aggregate grants from (during year) ...    
4 Aggregate value at end of year .......    
5
Did the organization inform all donors and donor advisors in writing that the assets held in donor advised
funds are the organization's property, subject to the organization's exclusive legal control? ............
6
Did the organization inform all grantees, donors, and donor advisors in writing that grant funds may be
used only for charitable purposes and not for the benefit of the donor or donor advisor, or for any other purpose conferring impermissible private benefit. ...................................
Part II
Conservation Easements. Complete if the organization answered "Yes" to Form 990, Part IV, line 7.
1
Purpose(s) of conservation easements held by the organization (check all that apply).
2
Complete lines 2a–2d if the organization held a qualified conservation contribution in the form of a conservation easement on the last day of the tax year.
Held at the End of the Year
a Total number of conservation easements ....................... 2a  
b Total acreage restricted by conservation easements .................. 2b  
c Number of conservation easements on a certified historic structure included in (a) ..... 2c  
d Number of conservation easements included in (c) acquired after 8/17/06 ........ 2d  
3
Number of conservation easements modified, transferred, released, extinguished, or terminated by the organization during
the taxable year SchDMd Bullet  
4
Number of states where property subject to conservation easement is located SchDMd Bullet  
5
Does the organization have a written policy regarding the periodic monitoring, inspection, handling of violations, and
enforcement of the conservation easements it holds? .............................
6
Staff and volunteer hours devoted to monitoring, inspecting and enforcing conservation easements during the year SchDMd Bullet  
7
Amount of expenses incurred in monitoring, inspecting, and enforcing conservation easements during the year SchDMd Bullet $  
8
Does each conservation easement reported on line 2(d) above satisfy the requirements of section
170(h)(4)(B)(i) and 170(h)(4)(B)(ii)? ....................................
9
In Part XIV, describe how the organization reports conservation easements in its revenue and expense statement, and
balance sheet, and include, if applicable, the text of the footnote to the organization’s financial statements that describes
the organization’s accounting for conservation easements.
Part III
Organizations Maintaining Collections of Art, Historical Treasures, or Other Similar Assets.
Complete if the organization answered "Yes" to Form 990, Part IV, line 8.
1a
If the organization elected, as permitted under SFAS 116, not to report in its revenue statement and balance sheet works of
art, historical treasures, or other similar assets held for public exhibition, education or research in furtherance of public service,
provide, in Part XIV, the text of the footnote to its financial statements that describes these items.
b
If the organization elected, as permitted under SFAS 116, to report in its revenue statement and balance sheet works of art,
historical treasures, or other similar assets held for public exhibition, education, or research in furtherance of public service,
provide the following amounts relating to these items:
(i)
Revenues included in Form 990, Part VIII, line 1 ........................SchDMd Bullet $  
(ii)
Assets included in Form 990, Part X ..............................SchDMd Bullet $  
2
If the organization received or held works of art, historical treasures, or other similar assets for financial gain, provide the
following amounts required to be reported under SFAS 116 relating to these items:
a
Revenues included in Form 990, Part VIII, line 1 ..........................SchDMd Bullet $  
b
Assets included in Form 990, Part X ...............................SchDMd Bullet $  
For Privacy Act and Paperwork Reduction Act Notice, see the Intructions for Form 990
Cat. No. 52283D
Schedule D (Form 990) 2010

Schedule D (Form 990) 2010
Page 2
Part III
Organizations Maintaining Collections of Art, Historical Treasures, or Other Similar Assets (continued)
3
Using the organization’s accession and other records, check any of the following that are a significant use of its collection
items (check all that apply):
a
d
b
e
 
c
4
Provide a description of the organization’s collections and explain how they further the organization’s exempt purpose in
Part XIV.
5
During the year, did the organization solicit or receive donations of art, historical treasures or other similar
assets to be sold to raise funds rather than to be maintained as part of the organization’s collection?........
Part IV
Escrow and Custodial Arrangements. Complete if the organization answered "Yes" to Form 990,
Part IV, line 9, or reported an amount on Form 990, Part X, line 21.
1a
Is the organization an agent, trustee, custodian or other intermediary for contributions or other assets not
included on Form 990, Part X? ....................................
b
If "Yes," explain the arrangement in Part XIV and complete the following table:
Amount
c Beginning balance ................................. 1c  
d Additions during the year .............................. 1d  
e Distributions during the year ............................. 1e  
f Ending balance ................................... 1f  
2a
Did the organization include an amount on Form 990, Part X, line 21? .....................
b
If “Yes,” explain the arrangement in Part XIV.
Part V
Endowment Funds. Complete if the organization answered "Yes" to Form 990, Part IV, line 10.
(a)Current Year (b)Prior Year (c)Two Years Back (d)Three Years Back (e)Four Years Back
1a Beginning of year balance .... 8,751,883 8,810,000 9,728,929
b Contributions ........ 31,505 30,600 26,525
c Investment earnings or losses ... 348,552 126,692 -697,789
d Grants or scholarships .....      
e Other expenditures for facilities
and programs ........ 		197,970 215,409 247,665
f Administrative expenses ....      
g End of year balance ...... 8,933,970 8,751,883 8,810,000
2
Provide the estimated percentage of the year end balance held as:
a
Board designated or quasi-endowment: SchDMd Bullet16.512 %
b
Permanent endowment: SchDMd Bullet8.810 %
c
Term endowment: SchDMd Bullet74.678 %
3a
Are there endowment funds not in the possession of the organization that are held and administered for the
organization by:

Yes
No
(i) unrelated organizations ........................
3a(i)
 
No
(ii) related organizations ........................
3a(ii)
 
No
b
If "Yes" to 3a(ii), are the related organizations listed as required on Schedule R? .........
3b
 
 
4
Describe in Part XIV the intended uses of the organization's endowment funds.
Part VI
Investments—Land, Buildings, and Equipment. See Form 990, Part X, line 10.
Description of investment (a) Cost or other basis (investment) (b)Cost or other basis (other) (c) Accumulated depreciation (d) Book value
1a Land ................. 6,243,267 1,349,446 7,592,713
b Buildings ................   424,351,887 185,588,592 238,763,295
c Leasehold improvements ............   24,143,168 13,201,246 10,941,922
d Equipment ................   258,117,051 177,023,916 81,093,135
e Other ................. 880,000 48,857,318 4,652,650 45,084,668
Total. Add lines 1a-1e. (Column (d) should equal Form 990, Part X, column (B), line 10(c).)........SchDMdBullet 383,475,733
Schedule D (Form 990) 2010

Schedule D (Form 990) 2010
Page 3
Part VII
Investments—Other Securities. See Form 990, Part X, line 12.
(a) Description of security or category
(including name of security)		 (b)Book value (c) Method of valuation:
Cost or end-of-year market value
(1)Financial derivatives    
(2)Closely-held equity interests    
Other








Total. (Column (b) should equal Form 990, Part X, col.(B) line 12.)Small Bullet  
Part VIII
Investments—Program Related. See Form 990, Part X, line 13.
(a) Description of investment type (b) Book value (c) Method of valuation:
Cost or end-of-year market value








Total. (Column (b) should equal Form 990, Part X, col.(B) line 13.)Small Bullet  
Part IX
Other Assets. See Form 990, Part X, line 15.
(a) Description (b) Book value
(1) DUE FROM LOYOLA UNIV HLTH SYS 21,243,674
(2) DUE FROM LOYOLA U CHI INS CO 18,700,615
(3) IRS TAX REFUND RECEIVABLE 9,884,196
(4) MED RESD REIMBRSMT RECEIVABLE 5,948,936
(5) A/R BCBS FACILITY CAPITATION 4,103,218
(6) OTHER MISC CURRENT ASSETS 3,410,280
(7) OTHER MISC RECEIVABLES 2,286,090
(8) TOTAL HOME HEALTH RECEIVABLE 1,297,981
(9) DUE FROM GOTTLIEB MEM HOSPTL 1,232,727
Total. (Column (b) should equal Form 990, Part X, col.(B) line 15.)...........Small Bullet 68,107,717
Part X
Other Liabilities. See Form 990, Part X, line 25.
1.(a) Description of Liability (b) Amount
Federal Income Taxes 0
PENSION & POST RETIREMENT LIABILITY 58,253,939
EST 3RD PARTY PAYER STTLMNTS, NET 54,271,006
CAPITAL LEASE 37,595,145
MALPRACTICE RESERVE 11,159,035
SWAP MARK-TO-MARKET LIABILITY 8,644,584
LONG TERM DISABILITY WORK/COMP LIAB 6,959,603
FICA REFUND RESERVE 1,568,141
RESERVE FOR INSURANCE LOSSES 839,549
ASSET RETIREMENT OBLIGATION 608,531
OTHER MISCELLANEOUS LIABILITIES 745,076
Total. (Column (b) should equal Form 990, Part X, col.(B) line 25.)Small Bullet 180,644,609
2. Fin 48 (ASC 740) Footnote. In Part XIV, provide the text of the footnote to the organization's financial statements that reports the organization's liability for uncertain tax positions under FIN 48 (ASC740).
Schedule D (Form 990) 2010

Schedule D (Form 990) 2010
Page 4
Part XI Reconciliation of Change in Net Assets from Form 990 to Financial Statements
1 Total revenue (Form 990, Part VIII, column (A), line 12) .................... 1  
2 Total expenses (Form 990, Part IX, column (A), line 25) ..................... 2  
3 Excess or (deficit) for the year. Subtract line 2 from line 1 ............. 3  
4 Net unrealized gains (losses) on investments .......................... 4  
5 Donated services and use of facilities ............................. 5  
6 Investment expenses ................................... 6  
7 Prior period adjustments .................................. 7  
8 Other (Describe in Part XIV) ................................. 8  
9 Total adjustments (net). Add lines 4 - 8 ............................. 9  
10 Excess or (deficit) for the year per financial statements. Combine lines 3 and 9 ......... 10  
Part XII Reconciliation of Revenue per Audited Financial Statements With Revenue per Return
1 Total revenue, gains, and other support per audited financial statements ....... 1  
2 Amounts included on line 1 but not on Form 990, Part VIII, line 12:
a Net unrealized gains on investments .......... 2a  
b Donated services and use of facilities ......... 2b  
c Recoveries of prior year grants ........... 2c  
d Other (Describe in Part XIV): ............ 2d  
e Add lines 2a through 2d ..................... 2e  
3 Subtract line 2e from line 1..................... 3  
4 Amounts included on Form 990, Part VIII, line 12, but not on line 1:
a Investment expenses not included on Form 990, Part VIII, line 7b . 4a  
b Other (Describe in Part XIV): ........... 4b  
c Add lines 4a and 4b....................... 4c  
5 Total Revenue. Add lines 3 and 4c. (This should equal Form 990, Part I, line 12.) ...... 5  
Part XIII Reconciliation of Expenses per Audited Financial Statements With Expenses per Return
1 Total expenses and losses per audited financial statements ............. 1  
2 Amounts included on line 1 but not on Form 990, Part IX, line 25:
a Donated services and use of facilities .......... 2a  
b Prior year adjustments .............. 2b  
c Other losses ................ 2c  
d Other (Describe in Part XIV): ............ 2d  
e Add lines 2a through 2d...................... 2e  
3 Subtract line 2e from line 1..................... 3  
4 Amounts included on Form 990, Part IX, line 25, but not on line 1:
a Investment expenses not included on Form 990, Part VIII, line 7b .. 4a  
b Other (Describe in Part XIV): ............ 4b  
c Add lines 4a and 4b....................... 4c  
5 Total expenses. Add lines 3 and 4c. (This should equal Form 990, Part I, line 18.) ...... 5  
Part XIV
Supplemental Information
Complete this part to provide the descriptions required for Part II, lines 3, 5, and 9; Part III, lines 1a and 4; Part lV, lines 1b and 2b;
Part V, line 4; Part X; Part XI, line 8; Part XII, lines 2d and 4b; and Part XIII, lines 2d and 4b. Also complete this part to provide any additional information.
Identifier Return Reference Explanation
PART V, LINE 4   THE ENDOWMENT FUNDS ARE INTENDED TO BE USED FOR HEALTHCARE, HOSPITAL SERVICES, RESEARCH, CAPITAL PROJECTS AND INDIGENT CARE.
Schedule D (Form 990) 2010

Additional Data


Software ID:  
Software Version:  




SCHEDULE F
(Form 990)

Department of the Treasury
Internal Revenue Service
Statement of Activities Outside the United States
Right pointing arrow large image Complete if the organization answered "Yes" to Form 990,
Part IV, line 14b, 15, or 16.
Right pointing arrow large image Attach to Form 990. Right pointing arrow large image See separate instructions.
OMB No. 1545-0047
2010
Open to Public Inspection
Name of the organization
LOYOLA UNIVERSITY MEDICAL CENTER
 
Employer identification number

36-4015560
Part I
General Information on Activities Outside the United States. Complete if the organization answered
“Yes” to Form 990, Part IV, line 14b.
1
For grantmakers. Does the organization maintain records to substantiate the amount of the grants or
assistance, the grantees' eligibility for the grants or assistance, and the selection criteria used to award
the grants or assistance? ...................................
2
For grantmakers. Describe in Part V the organization’s procedures for monitoring the use of grant funds outside the
United States.
3
Activites per Region. (Use Part V if additional space is needed.)
(a) Region (b) Number of offices in the region (c) Number of employees or agents in region or independent contractors (d) Activities conducted in region (by type) (e.g., fundraising, program services, investments, grants to recipients located in the region) (e) If activity listed in (d) is a program service, describe specific type of
service(s) in region		 (f) Total
expenditures for region/investments
in region
Central America and the Caribbean 0 0 Program Services INSURANCE PREMIUMS 17,895,422
           
           
           
           
           
           
           
           
           
           
           
           
           
           
           
           
3a Sub-total ..... 0 0 17,895,422
b Total from continuation sheets to Part I ...      
c Totals (add lines 3a and 3b) 0 0 17,895,422
For Privacy Act and Paperwork Reduction Act Notice, see the Instructions for Form 990.Cat. No. 50082W Schedule F (Form 990) 2010
Schedule F (Form 990) 2010
Page 2
Part II
Grants and Other Assistance to Organizations or Entities Outside the United States. Complete if the organization answered "Yes" to Form 990,
Part IV, line 15, for any recipient who received more than $5,000. Check this box if no one recipient received more than $5,000 ........ MediumBullet
Use Part V if additional space is needed.
1 (a) Name of organization (b) IRS code section
and EIN (if applicable)		 (c) Region (d) Purpose of
grant 		(e) Amount of
cash grant 		(f) Manner of
cash
disbursement 		(g) Amount of
of non-cash
assistance 		(h) Description
of non-cash
assistance 		(i) Method of
valuation
(book, FMV,
appraisal, other)
             
             
             
             
             
             
             
             
             
             
             
             
             
             
             
             
2
Enter total number of recipient organizations listed above that are recognized as charities by the foreign country, recognized as tax-exempt by the IRS, or for which the grantee or counsel has provided a section 501(c)(3) equivalency letter .....MediumBullet
 
3
Enter total number of other organizations or entities ........................MediumBullet
 
Schedule F (Form 990) 2010
Schedule F (Form 990) 2010Page 3
Part III
Grants and Other Assistance to Individuals Outside the United States. Complete if the organization answered "Yes" to Form 990, Part IV, line 16.
Use Part V if additional space is needed.
(a) Type of grant or assistance (b) Region (c) Number of recipients (d) Amount of
cash grant 		(e) Manner of cash
disbursement 		(f) Amount of
non-cash
assistance 		(g) Description
of non-cash
assistance 		(h) Method of
valuation
(book, FMV,
appraisal, other)
               
               
               
               
               
               
               
               
               
               
               
               
               
               
               
               
               
               
Schedule F (Form 990) 2010
Schedule F (Form 990) 2010
Page 4
Part IV
Foreign Forms
1 Was the organization a U.S. transferor of property to a foreign corporation during the tax year? If "Yes," the organization may be required to file Form 926 (see instructions for Form 926).................
2 Did the organization have an interest in a foreign trust during the tax year? If " Yes," the organization may be required to file Form 3520 and/or Form 3520-A. (see instructions for Forms 3520 and 3520-A)..........
3 Did the organization have an ownership interest in a foreign corporation during the tax year? If "Yes," the organization may be required to file Form 5471, Information Return of U.S. Persons with respect to Certain Foreign Corporations. (see instructions for Form 5471)..............................
4 Was the organization a direct or indirect shareholder of a passive foreign investment company or a qualified electing fund during the tax year? If "Yes," the organization may be required to file Form 8621, Return by a Shareholder of a Passive Foreign Investment Company or Qualified Electing Fund. (see instructions for Form 8621)
5 Did the organization have an ownership interest in a foreign partnership during the tax year? If "Yes," the organization may be required to file Form 8865, Return of U.S. Persons with respect to Certain Foreign Partnerships. (see instructions for Form 8865)....................................
6 Did the organization have any operations in or related to any boycotting countries during the tax year? If "Yes," the organization may be required to file Form 5713, International Boycott Report (see instructions for Form 5713)................................................
Schedule F (Form 990) 2010
Schedule F (Form 990) 2010
Page 5
Part V
Supplemental Information
Complete this part to provide the information (see instructions) required in Part I, line 2, and any additional information.
Identifier ReturnReference Explanation
     
     
     
     
     
     
     
     
     
     
     
     
     
     
     
     
     
     
     
     
     
     
Schedule F (Form 990) 2010
Additional Data


Software ID:  
Software Version:  



SCHEDULE G
(Form 990 or 990-EZ)
Department of the Treasury
Internal Revenue Service
Supplemental Information Regarding
Fundraising or Gaming Activities
Complete if the organization answered "Yes" to Form 990, Part IV, lines 17, 18, or 19,
or if the organization entered more than $15,000 on Form 990-EZ, line 6a.
right arrow Attach to Form 990 or Form 990-EZ. right arrow See separate instructions.
OMB No. 1545-0047
2010
Open to Public Inspection
Name of the organization
LOYOLA UNIVERSITY MEDICAL CENTER
 
Employer identification number

36-4015560
Part I
Fundraising Activities. Complete if the organization answered "Yes" to Form 990, Part IV, line 17.
1
Indicate whether the organization raised funds through any of the following activities. Check all that apply.
a e
b f
c g
d
2a
Did the organization have a written or oral agreement with any individual (including officers, directors, trustees
or key employees listed in Form 990, Part VII) or entity in connection with professional fundraising services?
b
If “Yes,” list the ten highest paid individuals or entities (fundraisers) pursuant to agreements under which the fundraiser is
to be compensated at least $5,000 by the organization. Form 990-EZ filers are not required to complete this table.
(i) Name and address of individual
or entity (fundraiser) 		(ii) Activity (iii) Did fundraiser have custody or control of contributions? (iv) Gross receipts
from activity 		(v) Amount paid to
(or retained by)
fundraiser listed in
col. (i) 		(vi) Amount paid to
(or retained by)
organization
Yes No
Total .................right arrow      
3
List all states in which the organization is registered or licensed to solicit funds or has been notified it is exempt from registration or licensing.
For Privacy Act and Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 50083H
Schedule G (Form 990 or 990-EZ) 2010
Schedule G (Form 990 or 990-EZ) 2010
Page 2
Part II
Fundraising Events. Complete if the organization answered "Yes" to Form 990, Part IV, line 18, or reported more than $15,000 on Form 990-EZ, line 6a. List events with gross receipts greater than $5,000.
(a) Event #1

LUHS GALA
(event type) 		(b) Event #2

 
(event type) 		(c) Other Events

0
(total number) 		(d) Total Events
(Add col. (a) through col. (c))
VerticalRevenue 1 Gross receipts . . . 234,950     234,950
2 Less: Charitable
contributions . . . 		191,300     191,300
3 Gross income (line 1
minus line 2) . . . 		43,650     43,650
VerticalDirectExpenses 4 Cash prizes . . .        
5 Non-cash prizes . .        
6 Rent/facility costs . .        
7 Food and beverages . .        
8 Entertainment . . .        
9 Other direct expenses . 328,848     328,848
10 Direct expense summary. Add lines 4 through 9 in column (d) ........... right arrow 328,848
11 Net income summary. Combine lines 3 and 10 in column (d)............ right arrow -285,198
Part III
Gaming. Complete if the organization answered "Yes" to Form 990, Part IV, line 19, or reported more than $15,000 on Form 990-EZ, line 6a.
VerticalRevenue (a) Bingo (b) Pull tabs/Instant
bingo/progressive bingo 		(c) Other gaming (d) Total gaming (Add col. (a) through col. (c))
1 Gross revenue . . . .        
VerticalDirectExpenses 2 Cash prizes . . . .        
3 Non-cash prizes . . .        
4 Rent/facility costs . . .        
5 Other direct expenses . .        
6 Volunteer labor . . .
 
 
 
7 Direct expense summary. Add lines 2 through 5 in column (d) ........... right arrow  
8 Net gaming income summary. Combine lines 1 and 7 in column (d) .......... right arrow  
9
Enter the state(s) in which the organization operates gaming activities:
a
Is the organization licensed to operate gaming activities in each of these states? ............
b
If "No," Explain:
 
10a
Were any of the organization's gaming licenses revoked, suspended or terminated during the tax year? .....
b
If "Yes," Explain:
 
11
Does the organization operate gaming activities with nonmembers? .................
12
Is the organization a grantor, beneficiary or trustee of a trust or a member of a partnership or other entity
formed to administer charitable gaming? ...........................
Schedule G (Form 990 or 990-EZ) 2010
Schedule G (Form 990 or 990-EZ) 2010
Page 3
13
Indicate the percentage of gaming activity operated in:
a
The organization's facility ......................
13a
 
b
An outside facility ........................
13b
 
14
Provide the name and address of the person who prepares the organization's gaming/special events books and records:
Name right arrow
Address right arrow
15a
Does the organization have a contract with a third party from whom the organization receives gaming
revenue? ......................................
b
If "Yes," enter the amount of gaming revenue received by the organization right arrow $   and the
amount of gaming revenue retained by the third party right arrow $   .
c
If "Yes," enter name and address:
Name right arrow
Address right arrow
 
 
16
Gaming manager information:
Name right arrow
Gaming manager compensation right arrow $  
Description of services provided right arrow
 
17
Mandatory distributions:
a
Is the organization required under state law to make charitable distributions from the gaming proceeds to
retain the state gaming license? ............................
b
Enter the amount of distributions required under state law distributed to other exempt organizations or spent
in the organization's own exempt activities during the tax year right arrow$  
Part IV
Complete this part to provide additional information for responses to quuestion on Schedule G (see instructions.)
Identifier ReturnReference Explanation
Schedule G (Form 990 or 990-EZ) 2010
Additional Data


Software ID:  
Software Version:  
SCHEDULE H
(Form 990)
Department of the Treasury
Internal Revenue Service
Hospitals
MediumBullet Complete if the organization answered "Yes" to Form 990, Part IV, question 20.
MediumBullet Attach to Form 990. MediumBullet See separate instructions.
OMB No. 1545-0047
2010
Open to Public Inspection
Name of the organization
LOYOLA UNIVERSITY MEDICAL CENTER
 
Employer identification number

36-4015560
Part I
Charity Care and Certain Other Community Benefits at Cost
Yes
No
1a
Does the organization have a charity care policy? If "No," skip to question 6a...........
1a
Yes
 
b
If "Yes," is it a written policy? .......................
1b
Yes
 
2
If the organization has multiple hospitals, indicate which of the following best describes application of the charity care policy to the various hospitals.
3
Answer the following based on the charity care eligibility criteria that applies to the largest number of the organization's patients.
a
Does the organization use Federal Poverty Guidelines (FPG) to determine eligibility for providing free care to low
income individuals? If "Yes," indicate which of the following is the FPG family income limit for eligibility for free care:
3a
Yes
 
b
Does the organization use FPG to determine eligibility for providing discounted care to low income individuals? If
"Yes," indicate which of the following is the family income limit for eligibility for discounted care: .....
3b
Yes
 
c
If the organization does not use FPG to determine eligibility, describe in Part VI the income based criteria for determining eligibility for free or discounted care. Include in the description whether the organization uses an asset test or other threshold, regardless of income, to determine eligibility for free or discounted care.
4
Does the organization's policy provide free or discounted care to the "medically indigent"? ......
4
Yes
 
5a
Does the organization budget amounts for free or discounted care provided under its charity care policy? ...
5a
Yes
 
b
If "Yes," did the organization's charity care expenses exceed the budgeted amount?.........
5b
Yes
 
c
If "Yes" to line 5b, as a result of budget considerations, was the organization unable to provide free or discounted
care to a patient who was eligibile for free or discounted care?...............
5c
 
No
6a
Does the organization prepare an annual community benefit report?.............
6a
Yes
 
6b
If "Yes," does the organization make it available to the public? ..............
6b
Yes
 
Complete the following table using the worksheets provided in the Schedule H instructions. Do not submit these worksheets with the Schedule H.
7
Charity Care and Certain Other Community Benefits at Cost
Charity Care and
Means-Tested Government Programs		 (a) Number of activities or programs (optional) (b) Persons served (optional) (c) Total community benefit expense (d) Direct offsetting revenue (e) Net community benefit expense (f) Percent of total expense
a Charity care at cost (from
Worksheets 1 and 2) .. 		    30,547,553 0 30,547,553 3.510 %
b Unreimbursed Medicaid (from
Worksheet 3, column a) . 		    114,734,577 90,234,602 24,499,975 2.810 %
c Unreimbursed costs—other means-tested government programs (from Worksheet 3, column b) ....     0 0 0 0 %
dTotal Charity Care and
Means-Tested Government Programs ..... 		    145,282,130 90,234,602 55,047,528 6.320 %
Other Benefits
e Community health improvement
services and community
benefit operations (from
(Worksheet 4) .... 		30 371,609 2,496,050 0 2,496,050 0.290 %
f Health professions education
(from Worksheet 5) .. 		    29,001,036 12,289,426 16,711,610 1.920 %
g Subsidized health services
(from Worksheet 6) .. 		    4,814,399 0 4,814,399 0.550 %
h Research (from Worksheet 7)     588,285 0 588,285 0.070 %
i Cash and in-kind contributions
to community groups
(from Worksheet 8) .. 		    352,077 0 352,077 0.040 %
jTotal Other Benefits ... 30 371,609 37,251,847 12,289,426 24,962,421 2.870 %
kTotal. Add lines 7d and 7j. .. 30 371,609 182,533,977 102,524,028 80,009,949 9.190 %
For Privacy Act and Paperwork Reduction Act Notice, see the Instructions for Form 990. Cat. No. 50192T Schedule H (Form 990) 2010
Schedule H (Form 990) 2010
Page 2
Part II
Community Building Activities Complete this table if the organization conducted any community building activities.
(a) Number of activities or programs (optional) (b) Persons served (optional) (c) Total community building expense (d) Direct offsetting
revenue 		(e) Net community building expense (f) Percent of total expense
1 Physical improvements and housing            
2 Economic development            
3 Community support            
4 Environmental improvements            
5 Leadership development and training for community members            
6 Coalition building            
7 Community health improvement advocacy            
8 Workforce development            
9 Other            
10 Total            
Part III
Bad Debt, Medicare, & Collection Practices
Section A. Bad Debt Expense
Yes
No
1
Does the organization report bad debt expense in accordance with Heathcare Financial Management Association Statement No. 15? ..........................
1
Yes
 
2
Enter the amount of the organization's bad debt expense (at cost).....
2
17,661,590
3
Enter the estimated amount of the organization's bad debt expense (at cost) attributable to patients eligible under the organization's charity care policy ..
3
16,712,504
4
Provide in Part VI the text of the footnote to the organization's financial statements that describes bad debt expense. In addition, describe the costing methodology used in determining the amounts reported on lines 2 and 3, and rationale for including a portion of bad debt amounts as community benefit.
Section B. Medicare
5
Enter total revenue received from Medicare (including DSH and IME).....
5
193,788,988
6
Enter Medicare allowable costs of care relating to payments on line 5.....
6
224,868,359
7
Subtract line 6 from line 5. This is the surplus or (shortfall)........
7
-31,079,371
8
Describe in Part VI the extent to which any shortfall reported in line 7 should be treated as community benefit.
Also describe in Part VI the costing methodology or source used to determine the amount reported on line 6.
Check the box that describes the method used:
Section C. Collection Practices
9a
Does the organization have a written debt collection policy? ...............
9a
Yes
 
b
If "Yes," does the organization's collection policy contain provisions on the collection practices to be followed for patients who are known to qualify for charity care or financial assistance? Describe in Part VI......
9b
Yes
 
Part IV
Management Companies and Joint Ventures
(a) Name of entity (b) Description of primary
activity of entity 		(c) Organization's
profit % or stock
ownership % 		(d) Officers, directors,
trustees, or key
employees' profit %
or stock ownership% 		(e) Physicians'
profit % or stock
ownership %
1
2
3
4
5
6
7
8
9
10
11
12
13
Schedule H (Form 990) 2010
Schedule H (Form 990) 2010
Page 3
Part VFacility Information
Section A. Hospital Facilities
(list in order of size, measured by total revenue per facility, from largest to smallest)
How many hospital facilities did the organization operate during the tax year?1
Name and address 		Licensed Hospital General-Medical-Surgical Children's Hospital Teaching Hospital Critical Hospital Research Facility ER-24Hours ER-Other Other (Describe)
1 FOSTER G MCGAW HOSPITAL
2160 SOUTH FIRST AVENUE
MAYWOOD,IL60153 		X X X X     X   OUTPATIENT SURGERY
Schedule H (Form 990) 2010
Schedule H (Form 990) 2010
Page 4
Part VFacility Information (continued)

Section B. Facility Policies and Practices.

(Complete a separate Section B for each of the hospital facilities listed in Part V, Section A)
Name of Hospital Facility:FOSTER G MCGAW HOSPITAL
Line Number of Hospital Facility (from Schedule H, Part V, Section A):1

Yes No
Community Health Needs Assessment (Lines 1 through 7 are optional for 2010)
1 During the tax year or any prior tax year, did the hospital facility conduct a community health needs assessment (“Needs Assessment”)? If “No,” skip to question 8. ..................... 1    
If “Yes,” indicate what the Needs Assessment describes (check all that apply):
a A definition of the community served by the hospital facility
b Demographics of the community
c Existing health care facilities and resources within the community that are available to respond to the health needs of the community
d How data was obtained
e The health needs of the community
f Primary and chronic disease needs and other health issues of uninsured persons, low-income persons, and minority groups
g The process for identifying and prioritizing community health needs and services to meet those needs
h The process for consulting with persons representing the community’s interests
i Information gaps that limit the hospital facility’s ability to assess all of the community’s health needs
j Other (describe in Part VI)
2 Indicate the tax year the hospital facility last conducted a Needs Assessment: 20  
3 In conducting its most recent Needs Assessment, did the hospital facility take into account input from persons who represent the community served by the hospital facility? If “Yes,” describe in Part VI how the hospital facility took into account input from persons who represent the community, and identify the persons the hospital facility consulted. 3    
4 Was the hospital facility’s Needs Assessment conducted with one or more other hospital facilities? If “Yes,” list the other hospital facilities in Part VI............................ 4    
5 Did the hospital facility make its Needs Assessment widely available to the public? ........... 5    
If “Yes,” indicate how the Needs Assessment was made widely available (check all that apply):
a Hospital facility’s website
b Available upon request from the hospital facility
c Other (describe in Part VI)
6 If the hospital facility addressed needs identified in its most recently conducted Needs Assessment, indicate how (check all that apply):
a Adoption of an implementation strategy to address the health needs of the hospital facility’s community
b Execution of the implementation strategy
c Development of a community benefit plan for the facility
d Participation in community-wide community benefit plan
e Inclusion of a community benefit section in operational plans
f Adoption of a budget for provision of services that address the needs identified in the CHNA
g Prioritization of health needs in the community
h Prioritization of services that the hospital facility will undertake to meet health needs in its community
i Other (describe in Part VI)
7 Did the hospital facility address all of the needs identified in its most recently conducted Needs Assessment? If “No,” explain in Part VI which needs it has not addressed together with the reasons why it has not addressed such needs. 7    
Financial Assistance Policy
Did the hospital facility have in place during the tax year a written financial assistance policy that:
8 Explains eligibility criteria for financial assistance, and whether such assistance includes free or discounted care? 8 Yes  
9 Used federal poverty guidelines (FPG) to determine eligibility for providing free care to low incomeindividuals?.. 9 Yes  
If “Yes,” indicate the FPG family income limit for eligibility for free care: 200.%
Schedule H (Form 990) 2010
Schedule H (Form 990) 2010
Page 5
Part VFacility Information (continued)

Yes No
10 Used FPG to determine eligibility for providing discounted care to low income individuals?......... 10 Yes  
If “Yes,” indicate the FPG family income limit for eligibility for discounted care: 400.%
11 Explained the basis for calculating amounts charged to patients?................. 11 Yes  
If “Yes,” indicate the factors used in determining such amounts (check all that apply):
a Income level
b Asset level
c Medical indigency
d Insurance status
e Uninsured discount
f Medicaid/Medicare
g State regulation
h Other (describe in Part VI)
12 Explained the method for applying for financial assistance?................... 12 Yes  
13 Included measures to publicize the policy within the community served by the hospital facility?....... 13 Yes  
If “Yes,” indicate how the hospital facility publicized the policy (check all that apply):
a The policy was posted at all times on the hospital facility’s web site
b The policy was attached to all billing invoices
c The policy was posted in the hospital facility’s emergency rooms or waiting rooms
d The policy was posted in the hospital facility’s admissions offices
e The policy was provided, in writing, to patients upon admission to the hospital facility
f The policy was available upon request
g Other (describe in Part VI)
Billing and Collections
14 Did the hospital facility have in place during the tax year a separate billing and collections policy, or a written financial assistance policy that explained actions the hospital facility may take upon non-payment?........ 14 Yes  
15 Check all of the following collection actions against a patient that were permitted under the hospital facility's policies at any time during the tax year:
a Reporting to credit agency
b Lawsuits
c Liens on residences
d Body attachments or arrests
e Other (describe in Part VI)
16 Did the hospital facility engage in or authorize a third party to engage in any of the following collection actions during the tax year?................................... 16 Yes  
If “Yes,” check all collection actions in which the hospital facility or a third party engaged (check all that apply):
a Reporting to credit agency
b Lawsuits
c Liens on residences
d Body attachments
e Other (describe in Part VI)
17 Indicate which actions the hospital facility took before initiating any of the collection actions checked in question 16 (check all that apply):
a Notified patients of the financial assistance policy upon admission
b Notified patients of the financial assistance policy prior to discharge
c Notified patients of the financial assistance policy in communications with the patients regarding the patients’ bills
d Documented its determination of whether a patient who applied for financial assistance under the financial assistance policy qualified for financial assistance
e Other (describe in Part VI)
Schedule H (Form 990) 2010
Schedule H (Form 990) 2010
Page 6
Part VFacility Information (continued)

Policy Relating to Emergency Medical Care
Yes No
18 Did the hospital facility have in place during the tax year a written policy relating to emergency medical care that requires the hospital facility to provide, without discrimination, care for emergency medical conditions to individuals regardless of their eligibility under the hospital facility’s financial assistance policy?.......... 18 Yes  
If “No,” indicate the reasons why (check all that apply):
a The hospital facility did not provide care for any emergency medical conditions
b The hospital facility did not have a policy relating to emergency medical care
c The hospital facility limited who was eligible to receive care for emergency medical conditions (describe in Part VI)
d Other (describe in Part VI)
Charges for Medical Care
19 Indicate how the hospital facility determined the amounts generally billed to individuals who had insurance covering emergency or other medically necessary care (check all that apply):
a The hospital facility used the lowest negotiated commercial insurance rate for those services at the hospital facility
b The hospital facility used the average of the three lowest negotiated commercial insurance rates for those services at the hospital facility
c The hospital facility used the Medicare rate for those services
d Other (describe in Part VI)
20 Did the hospital facility charge any of its patients who were eligible for assistance under the hospital facility’s financial assistance policy, and to whom the hospital facility provided emergency or other medically necessary services, more than the amounts generally billed to individuals who had insurance covering such care?......... 20   No
If “Yes,” explain in Part VI.
21 Did the hospital facility charge any of its patients an amount equal to the gross charge for services provided to that patient?................................... 21   No
If “Yes,” explain in Part VI.
Schedule H (Form 990) 2010
Schedule H (Form 990) 2010
Page 7
Part VFacility Information (continued)

Section C. Other Facilities That Are Not Licensed, Registered, or Similarly Recognized as a Hospital Facility
(list in order of size, measured by total revenue per facility, from largest to smallest)
How many non-hospital facilities did the organization operate during the tax year?24
Name and address Type of Facility (Describe)
1 RONALD MCDONALD CHILDREN'S HOSPITAL
2160 S FIRST AVENUE
MAYWOOD,IL60153 		PRIMARY CARE CENTER
2 RONALD MCDONALD CHILDREN'S HOSPITAL
2160 S FIRST AVENUE
MAYWOOD,IL60153 		PRIMARY CARE CENTER
3 RONALD MCDONALD CHILDREN'S HOSPITAL
2160 S FIRST AVENUE
MAYWOOD,IL60153 		PRIMARY CARE CENTER
4 RONALD MCDONALD CHILDREN'S HOSPITAL
2160 S FIRST AVENUE
MAYWOOD,IL60153 		PRIMARY CARE CENTER
5 RONALD MCDONALD CHILDREN'S HOSPITAL
2160 S FIRST AVENUE
MAYWOOD,IL60153 		PRIMARY CARE CENTER
6 RONALD MCDONALD CHILDREN'S HOSPITAL
2160 S FIRST AVENUE
MAYWOOD,IL60153 		PRIMARY CARE CENTER
7 RONALD MCDONALD CHILDREN'S HOSPITAL
2160 S FIRST AVENUE
MAYWOOD,IL60153 		PRIMARY CARE CENTER
8 RONALD MCDONALD CHILDREN'S HOSPITAL
2160 S FIRST AVENUE
MAYWOOD,IL60153 		PRIMARY CARE CENTER
9 RONALD MCDONALD CHILDREN'S HOSPITAL
2160 S FIRST AVENUE
MAYWOOD,IL60153 		PRIMARY CARE CENTER
10 RONALD MCDONALD CHILDREN'S HOSPITAL
2160 S FIRST AVENUE
MAYWOOD,IL60153 		PRIMARY CARE CENTER
11 RONALD MCDONALD CHILDREN'S HOSPITAL
2160 S FIRST AVENUE
MAYWOOD,IL60153 		PRIMARY CARE CENTER
12 RONALD MCDONALD CHILDREN'S HOSPITAL
2160 S FIRST AVENUE
MAYWOOD,IL60153 		PRIMARY CARE CENTER
13 RONALD MCDONALD CHILDREN'S HOSPITAL
2160 S FIRST AVENUE
MAYWOOD,IL60153 		PRIMARY CARE CENTER
14 RONALD MCDONALD CHILDREN'S HOSPITAL
2160 S FIRST AVENUE
MAYWOOD,IL60153 		PRIMARY CARE CENTER
15 RONALD MCDONALD CHILDREN'S HOSPITAL
2160 S FIRST AVENUE
MAYWOOD,IL60153 		PRIMARY CARE CENTER
16 RONALD MCDONALD CHILDREN'S HOSPITAL
2160 S FIRST AVENUE
MAYWOOD,IL60153 		PRIMARY CARE CENTER
17 RONALD MCDONALD CHILDREN'S HOSPITAL
2160 S FIRST AVENUE
MAYWOOD,IL60153 		PRIMARY CARE CENTER
18 RONALD MCDONALD CHILDREN'S HOSPITAL
2160 S FIRST AVENUE
MAYWOOD,IL60153 		PRIMARY CARE CENTER
19 RONALD MCDONALD CHILDREN'S HOSPITAL
2160 S FIRST AVENUE
MAYWOOD,IL60153 		PRIMARY CARE CENTER
20 RONALD MCDONALD CHILDREN'S HOSPITAL
2160 S FIRST AVENUE
MAYWOOD,IL60153 		PRIMARY CARE CENTER
21 RONALD MCDONALD CHILDREN'S HOSPITAL
2160 S FIRST AVENUE
MAYWOOD,IL60153 		PRIMARY CARE CENTER
22 RONALD MCDONALD CHILDREN'S HOSPITAL
2160 S FIRST AVENUE
MAYWOOD,IL60153 		PRIMARY CARE CENTER
23 RONALD MCDONALD CHILDREN'S HOSPITAL
2160 S FIRST AVENUE
MAYWOOD,IL60153 		PRIMARY CARE CENTER
24 RONALD MCDONALD CHILDREN'S HOSPITAL
2160 S FIRST AVENUE
MAYWOOD,IL60153 		PRIMARY CARE CENTER
Schedule H (Form 990) 2010
Schedule H (Form 990) 2010
Page 8
Part VI
Supplemental Information
Complete this part to provide the following information.
1 Required descriptions. Provide the description required for Part I, lines 3c, 6a, and 7; Part II; Part III, lines 4, 8, and 9b; and Part V, Section B, lines 1j, 2, 4c, 6i, 7, 11i, 13i, 17l, 18l, 19e, 21d, 25, and 26.
2 Community health needs assessment. Describe how the organization assesses the health care needs of the communities it serves, in addition to any community health needs assessments reported in Part V, Section B.
3 Patient education of eligibility for assistance. Describe how the organization informs and educates patients and persons who may be billed for patient care about their eligibility for assistance under federal, state, or local government programs or under the organization’s financial assistance policy.
4 Community information. Describe the community the organization serves, taking into account the geographic area and demographic constituents it serves.
5 Promotion of community health. Provide any other information important to describing how the organization’s hospital facilities or other health care facilities further its exempt purpose by promoting the health of the community (e.g., open medical staff, community board, use of surplus funds, etc.).
6 Affiliated health care system. If the organization is part of an affiliated health care system, describe the respective roles of the organization and its affiliates in promoting the health of the communities served.
7 State filing of community benefit report. If applicable, identify all states with which the organization, or a related organization, files a community benefit report.
Identifier ReturnReference Explanation
PART I, LINE 7G:   COSTS ASSOCIATED IN PROVIDING COMMUNITY CLINIC PHYSICIAN SERVICES UNDER SUBSIDIZED HEALTH SERVICES TOTAL $389.
PART I, LINE 7F:   BAD DEBT EXPENSE OF $52,373,000 HAS BEEN EXCLUDED FROM THE DENOMINATOR IN THE CALCULATIONS FOR PART I, COLUMN F.
PART III, LINE 4:   THE METHODOLOGY USED TO DETERMINE THE AMOUNTS REPORTED ON LINES 2 AND 3 WAS TO APPLY THE COST TO CHARGE RATIO CALCULATED FROM THE AS FILED MEDICARE COST REPORT TO THE CHARGES RELATED TO BAD DEBTS. ALL SELF PAY PATIENTS RECEIVE A 40% REDUCTION TO CHARGES FOR SERVICES PROVIDED, THIS REDUCTION IS TAKEN BEFORE CALCULATING THE BAD DEBT EXPENSE. THE BAD DEBTS ARE INCLUDED IN THE COMMUNITY BENEFIT REPORT TO REFLECT THE ESTIMATED BENEFIT FOR PROVIDING THE RELATED SERVICES TO PATIENTS. THE FOOTNOTES TO LUMC'S AUDITED FINANCIAL STATEMENTS DO NOT INCLUDE A NOTE ON BAD DEBTS. LUMC'S AUDITED FINANCIAL STATEMENTS INCLUDE THE CHARGES RELATED TO BAD DEBTS AS AN EXPENSE TO REDUCE TOTAL REVENUE.
PART III, LINE 8:   LUMC PROVIDES QUALITY PATIENT CARE AND PROMOTES HEALTH TO ITS SURROUNDING COMMUNITY THROUGH A VARIETY OF EDUCATIONAL AND SUPPORT PROGRAMS. AS SUCH, THE MEDICARE COST REPORT RELATED SHORTFALL WOULD BE CONSIDERED A COMMUNITY BENEFIT. THE MEDICARE ALLOWABLE COSTS OF CARE ON PART III, LINE 6 WERE COMPUTED USING THE COST TO CHARGE RATIO FROM THE MEDICARE COST REPORT MULTIPLIED AGAINST MEDICARE CHARGES.
PART III, LINE 9B:   THE LUMC WEBSITE EXPLAINS ALL OF THE VARIOUS FINANCIAL ASSISTANCE PROGRAMS, AND EVEN HAS THE FULL CHARITY POLICY AND APPLICATION ONLINE FOR PRINT OUT. ALL BILLING AND COLLECTION STATEMENTS TO PATIENTS MENTION AVAILABLE FINANCIAL ASSISTANCE PROGRAMS, INCLUDING CHARITY CARE. WHEN PATIENTS CALL TO SCHEDULE CARE, THEY ARE INFORMED OF THE SELF PAY POLICY WHICH INCLUDES A 40% DISCOUNT. THE SCHEDULING STAFF IS ALSO TRAINED TO DISCUSS THE VARIOUS FINANCIAL ASSISTANCE PROGRAMS WHEN A PATIENT INDICATES AN INABILITY TO PAY. PATIENTS ARE OFFERED THE OPPORTUNITY TO MEET WITH AN LUMC FINANCIAL COUNSELOR TO ASSESS THEIR ELIGIBILITY FOR A PAYMENT PLAN, MEDICAID APPLICATION OR CHARITY APPLICATION. ONCE A PATIENT IS DEEMED ELIGIBLE FOR A FINANCIAL ASSISTANCE PROGRAM, THEY WILL BE RESPONSIBLE FOR PAYING ONLY THE BALANCE (IF ANY) AS COMPUTED PER THE LUMC PROGRAM GUIDELINES. FINANCIAL ASSISTANCE TO PATIENTS WITH A BALANCE WILL FOLLOW THE SELF PAY ACCOUNT BILLING CYCLE PER LUMC POLICY, WHICH INCLUDES THREE STATEMENTS, A FINAL NOTICE AND POSSIBLE REFERRAL TO A COLLECTION AGENCY IF THE ACCOUNT REMAINS UNPAID.
PART V, LINE 19D:   IN DETERMINING THE AMOUNTS BILLED TO INDIVIDUALS WHO DID NOT HAVE INSURANCE COVERING EMERGENCY OR OTHER MEDICALLY NECESSARY CARE, LUMC USED MEDICARE RECEIVED PER THE ILLINOIS UNINSURED PATIENT ACT.
PART VI, LINE 2:   NEEDS ASSESSMENT: SEE SCHEDULE O.
PART VI, LINE 3:   PATIENT EDUCATION OF ELIGBILITY FOR ASSISTANCE: IN ADVISING PATIENTS, A FINANCIAL COUNSELOR WILL EXPLAIN LUMC'S PAYMENT POLICY AND DISCUSS A PAYMENT PLAN FOR THE SERVICES. PATIENTS WHO ARE NOT ABLE TO COMPLY WITH THE REQUEST FOR PAYMENT WILL THEN BE EVALUATED FOR POSSIBLE MEDICAID ELIGIBILITY. THE FINANCIAL COUNSELOR WILL INITIATE THE MEDICAID APPLICATION OR DIRECT THE PATIENT TO THE PUBLIC AID OFFICE WHENEVER IT APPEARS THE PATIENT WOULD QUALIFY. A COPY OF THE MEDICAID DENIAL MAY BE REQUESTED PRIOR TO EXTENDING CHARITY OR FINANCIAL ASSISTANCE. A PATIENT THEN REQUESTING CHARITY CARE MUST PROVIDE THE FOLLOWING DOCUMENTATION WITHIN 14 DAYS OF THE REQUEST. THE FOLLOWING DOCUMENTATION IS REQUIRED FOR EVALUATION FOR CHARITY CARE OR FINANCIAL ASSISTANCE REVIEW AND APPROVAL: 1. A COPY OF THE PREVIOUS YEAR W2, 1040 AND ANY OTHER APPLICABLE TAX FORMS THAT WERE FILED. 2. COPIES OF THE 3 MOST RECENT PAYCHECK STUBS FROM THE EMPLOYER. 3. IF THE PATIENT IS PAID CASH, A LETTER FROM EMPLOYER STATING THE AMOUNT PAID WEEKLY. 4. COPIES OF A SOCIAL SECURITY CHECK IF THEY ARE RECEIVING ONE. 5. COPY OF THE LAST CHECKING AND/OR SAVINGS ACCOUNT STATEMENT. IF THE PATIENT DOES NOT PROVIDE APPROPRIATE DOCUMENTATION, A CREDIT CHECK WILL BE RUN ON THE PATIENT. BASED ON THE INFORMATION PROVIDED BY THE TRANS UNION SERVICES, A CHARITY DETERMINATION WILL BE MADE. WHEN PATIENTS QUALIFY FOR CHARITY CARE OR FINANCIAL ASSISTANCE, THEY WILL RECEIVE THE APPLICABLE DISCOUNT FOR A PERIOD OF SIX MONTHS. THIS WILL BE SO INDICATED ON THE REGISTRATION SYSTEM BY THE APPROPRIATE ASSIGNED PLAN CODE FOR EACH LEVEL OF DISCOUNT.
PART VI, LINE 4:   COMMUNITY INFORMATION: SEE SCHEDULE O.
PART VI, LINE 5:   PROMOTION OF COMMUNITY HEALTH: SEE SCHEDULE O.
PART VI, LINE 6:   AFFILIATED HEALTH CARE SYSTEM: SEE SCHEDULE O.
Schedule H (Form 990) 2010
Additional Data


Software ID:  
Software Version:  
Schedule I
(Form 990)
Department of the Treasury
Internal Revenue Service
Grants and Other Assistance to Organizations,
Governments and Individuals in the United States
Complete if the organization answered "Yes," to Form 990, Part IV, line 21 or 22.
lBullet Attach to Form 990
OMB No. 1545-0047
2010
Open to Public
Inspection
Name of the organization
LOYOLA UNIVERSITY MEDICAL CENTER
 
Employer identification number
36-4015560
Part I
General Information on Grants and Assistance
1
Does the organization maintain records to substantiate the amount of the grants or assistance, the grantees' eligibility for the grants or assistance, and
the selection criteria used to award the grants or assistance? ....................................
2
Describe in Part IV the organization's procedures for monitoring the use of grant funds in the United States.
Part II
Grants and Other Assistance to Governments and Organizations in the United States. Complete if the organization answered "Yes" to
Form 990, Part IV, line 21 for any recipient that received more than $5,000. Check this box if no one recipient received more than $5,000. Use
Part IV and Schedule I-1 (Form 990) if additional space is needed ......................... lBullet
(a) Name and address of organization
or government		 (b) EIN (c) IRC Code section
if applicable		 (d) Amount of cash grant (e) Amount of non-cash
assistance		 (f) Method of valuation
(book, FMV, appraisal,
other)		 (g) Description of
non-cash assistance		 (h) Purpose of grant
or assistance
(1) LOYOLA UNIVERSITY OF CHICAGO820 N MICHIGAN AVENUE
CHICAGO,IL60611 		36-1408475 501(C)(3) 18,007,722 0 N/A N/A SEE PART IV






















2
Enter total number of section 501(c)(3) and government organizations ......................... Bullet Image
1
3
Enter total number of other organizations ................................ . Bullet Image
0
For Privacy Act and Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 50055P
Schedule I (Form 990) 2010

Schedule I (Form 990) 2010
Page 2
Part III
Grants and Other Assistance to Individuals in the United States. Complete if the organization answered "Yes" to Form 990, Part IV, line 22.
Use Schedule I-1 (Form 990) if additional space is needed.
(a)Type of grant or assistance (b)Number of
recipients		 (c)Amount of
cash grant		 (d)Amount of
non-cash assistance		 (e)Method of valuation (book,
FMV, appraisal, other)		 (f)Description of non-cash assistance













Part IV
Supplemental Information. Complete this part to provide the information required in Part I, line 2, and any other additional information.
Identifier Return Reference Explanation
PART I, LINE 2   AS PART OF THE LUMC AFFILIATION AGREEMENT, LUMC AGREED TO PROVIDE ECONOMIC SUPPORT TO LOYOLA UNIVERSITY CHICAGO FOR THE STRITCH SCHOOL OF MEDICINE AND OTHER ACADEMIC OPERATIONS OF THE UNIVERSITY.
PART II, LINE 1, COLUMN H   THE PURPOSE OF THE ASSISTANCE TO THE LOYOLA UNIVERSITY OF CHICAGO WAS TO SUPPORT THE STRITCH SCHOOL OF MEDICINE AND TO PROVIDE CLINICAL EDUCATION SUPPORT.
Schedule I (Form 990) 2010


Additional Data


Software ID:  
Software Version:  


Schedule J
(Form 990)
Department of the Treasury
Internal Revenue Service
Compensation Information
For certain Officers, Directors, Trustees, Key Employees, and Highest
Compensated Employees
SchJMediumBullet Complete if the organization answered "Yes" to Form 990,
Part IV, question 23.
SchJMediumBullet Attach to Form 990. SchJMediumBullet See separate instructions.
OMB No. 1545-0047
2010
Open to Public Inspection
Name of the organization
LOYOLA UNIVERSITY MEDICAL CENTER
 
Employer identification number

36-4015560
Part I
Questions Regarding Compensation
Yes
No
1a
Check the appropiate box(es) if the organization provided any of the following to or for a person listed in Form
990, Part VII, Section A, line 1a. Complete Part III to provide any relevant information regarding these items.
b
If any of the boxes in line 1a are checked, did the organization follow a written policy regarding payment or reimbursement orprovision of all the expenses described above? If "No," complete Part III to explain....
1b
Yes
 
2
Did the organization require substantiation prior to reimbursing or allowing expenses incurred by all
officers, directors, trustees, and the CEO/Executive Director, regarding the items checked in line 1a? ....
2
Yes
 
3
Indicate which, if any, of the following the organization uses to establish the compensation of the
organization's CEO/Executive Director. Check all that apply.
4
During the year, did any person listed in Form 990, Part VII, Section A, line 1a with respect to the filing organization or a related organization:
a
Receive a severance payment or change-of-control payment? ...............
4a
Yes
 
b
Participate in, or receive payment from, a supplemental nonqualified retirement plan? ........
4b
Yes
 
c
Participate in, or receive payment from, an equity-based compensation arrangement? ........
4c
 
No
If "Yes" to any of lines 4a-c, list the persons and provide the applicable amounts for each item in Part III.
Only 501(c)(3) and 501(c)(4) organizations only must complete lines 5-9.
5
For persons listed in form 990, Part VII, Section A, line 1a, did the organization pay or accrue any
compensation contingent on the revenues of:
a
The organization? ...........................
5a
 
No
b
Any related organization? .........................
5b
 
No
If "Yes," to line 5a or 5b, describe in Part III.
6
For persons listed in form 990, Part VII, Section A, line 1a, did the organization pay or accrue any
compensation contingent on the net earnings of:
a
The organization? ...........................
6a
 
No
b
Any related organization? .........................
6b
 
No
If "Yes," to line 6a or 6b, describe in Part III.
7
For persons listed in Form 990, Part VII, Section A, line 1a, did the organization provide any non-fixed
payments not described in lines 5 and 6? If "Yes," describe in Part III ............
7
Yes
 
8
Were any amounts reported in Form 990, Part VII, paid or accured pursuant to a contract that was
subject to the initial contract exception described in Regs. section 53.4958-4(a)(3)? If "Yes," describe
in Part III .............................
8
Yes
 
9
If "Yes" to line 8, did the organization also follow the rebuttable presumption procedure described in Regulations section 53.4958-6(c)? .........................
9
Yes
 
For Privacy Act and Paperwork Reduction Act Notice, see the Intructions for Form 990
Cat. No. 50053T
Schedule J (Form 990) 2010

Schedule J (Form 990) 2010
Page 2
Part II
Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees. Use Schedule J-1 if additional space needed.
For each individual whose compensation must be reported in Schedule J, report compensation from the organization on row (i) and from related organizations, described in the
instructions on row (ii). Do not list any individuals that are not listed on Form 990, Part VII.

Note. The sum of columns (B)(i)-(iii) must equal the applicable column (D) or column (E) amounts on Form 990, Part VII, line 1a.
(A) Name (B) Breakdown of W-2 and/or 1099-MISC compensation (C) Retirement and other deferred compensation (D) Nontaxable
benefits		 (E) Total of columns
(B)(i)-(D) 		(F) Compensation
reported in prior
Form 990 or
Form 990-EZ
(i) Base compensation (ii) Bonus & incentive compensation (iii) Other reportable compensation
(1) THOMAS C ORIGITANO MD (i)
(ii)		 450,414
126,000 		61,902
0 		3,813
0 		16,966
4,016 		17,199
2,526 		550,294
132,542 		0
0
(2) ROBERT SULO MD (i)
(ii)		 320,905
0 		0
0 		2,184
0 		20,982
0 		17,319
0 		361,390
0 		0
0
(3) DAVID J WILBER MD (i)
(ii)		 468,605
103,000 		65,985
0 		3,638
0 		17,602
3,380 		7,914
1,037 		563,744
107,417 		0
0
(4) PAUL K WHELTON MD MSC (i)
(ii)		 768,520
0 		136,343
0 		23,874
0 		405,700
0 		10,808
0 		1,345,245
0 		19,343
0
(5) SHARON O'KEEFE (i)
(ii)		 526,478
0 		79,000
0 		45,275
0 		98,911
0 		22,443
0 		772,107
0 		0
0
(6) JOHN P MORDACH (i)
(ii)		 465,205
0 		48,000
0 		19,836
0 		37,700
0 		27,705
0 		598,446
0 		0
0
(7) CHARLES E REITER III (i)
(ii)		 454,548
0 		0
0 		83,891
0 		144,091
0 		23,563
0 		706,093
0 		0
0
(8) PATRICIA CASSIDY (i)
(ii)		 181,156
198,867 		56,300
0 		23,096
4,000 		89,647
43,253 		8,323
2,486 		358,522
248,606 		0
0
(9) DANIEL J POST (i)
(ii)		 351,618
0 		110,995
0 		89,113
0 		101,217
0 		19,139
0 		672,082
0 		58,495
0
(10) KAREN ALEXANDER (i)
(ii)		 302,815
0 		50,148
0 		693
0 		36,200
0 		22,311
0 		412,167
0 		6,648
0
(11) JILL RAPPIS (i)
(ii)		 158,440
68,505 		0
0 		811
0 		52,085
0 		7,239
0 		218,575
68,505 		0
0
(12) MAMDOUH BAKHOS MD (i)
(ii)		 810,313
0 		250,268
0 		5,774
0 		20,982
0 		8,509
0 		1,095,846
0 		136,654
0
(13) RICHARD L GAMELLI MD (i)
(ii)		 117,024
496,500 		420,559
0 		4,897
0 		15,848
5,134 		11,605
5,582 		569,933
507,216 		0
0
(14) BRUCE E LEWIS MD (i)
(ii)		 674,692
0 		111,500
0 		1,695
0 		20,982
0 		18,952
0 		827,821
0 		0
0
(15) TERRY R LIGHT MD (i)
(ii)		 361,356
138,100 		228,991
0 		23,086
0 		20,152
830 		17,444
2,225 		651,029
141,155 		132,684
0
(16) GUIDO MARRA MD (i)
(ii)		 542,283
0 		208,921
0 		732
0 		20,982
0 		18,663
0 		791,581
0 		0
0
(17) ANTHONY L BARBATO MD (i)
(ii)		 0
0 		0
0 		208,175
0 		0
0 		1,807
0 		209,982
0 		0
0
(18) ELIZABETH FRYE MD (i)
(ii)		 1,990
0 		0
0 		152,132
0 		0
0 		8,889
0 		163,011
0 		0
0
(19) MICHAEL SCHEER (i)
(ii)		 0
0 		123,610
0 		432,603
1,000 		0
0 		9,730
0 		565,943
1,000 		123,610
0
(20) WILLIAM CANNON MD (i)
(ii)		 335,270
0 		69,000
0 		810
0 		19,600
0 		17,339
0 		442,019
0 		69,000
0
(21) PAULA HINDLE (i)
(ii)		 235,370
0 		115,643
0 		1,584
0 		64,916
0 		8,867
0 		426,380
0 		115,643
0
(22) ARTHUR KRUMREY (i)
(ii)		 308,898
0 		100,224
0 		2,198
0 		114,900
0 		24,394
0 		550,614
0 		69,224
0
Schedule J (Form 990) 2010

Schedule J (Form 990) 2010
Page 3
Part III
Supplemental Information
Complete this part to provide the information, explanation, or descriptions required for Part I, lines 1a, 1b, 4c, 5a, 5b, 6a, 6b, 7, and 8. Also complete this part for any additional information.
Identifier Return Reference Explanation
PART I, LINE 1A   TAX INDEMNIFICATION AND GROSS-UP PAYMENTS AND HOUSING ALLOWANCE THE PRESIDENT OF LUH RECEIVED A LIMITED AMOUNT OF COMPENSATION IN THE FORM OF PAYMENTS FOR A HOUSING ALLOWANCE IN LIEU OF MOVING EXPENSES FROM OUT OF STATE. THESE PAYMENTS WERE TREATED AND REPORTED AS TAXABLE INCOME TO HER AND INCLUDED A REIMBURSEMENT FOR APPLICABLE TAXES.
PART I, LINE 4A   DR. ELIZABETH FRYE IS A FORMER SENIOR VICE PRESIDENT OF THE ORGANIZATION AND RECEIVED A SEVERANCE PAYMENT IN THE AMOUNT OF $151,239 AS A RESULT OF HER SEPARATE FROM SERVICE. MICHAEL SCHEER, THE ORGANIZATION'S FORMER SENIOR VICE PRESIDENT, CHIEF FINANCIAL OFFICER AND TREASURER ("LUMC CFO") RECEIVED A SEVERANCE PAYMENT IN THE AMOUNT OF $432,603 AS A RESULT OF HIS SEPARATION FROM SERVICE. IN ORDER TO MAINTAIN CONTINUITY THROUGH THE SENIOR EXECUTIVE TRANSITION WHEN LUMC'S FORMER CEO RETIRED AFTER MANY YEARS OF SERVICE, LUMC ENTERED INTO A WRITTEN AGREEMENT WITH DR. ANTHONY BARBATO TO ASSURE HIS AVAILABILITY FOR CONSULTATION. HE RECEIVED A SEVERANCE PAYMENT IN THE AMOUNT OF $208,175.
PART I, LINE 4B   BOTH THE LUMC RETIREMENT RESTORATION PLAN (RRP) AND THE LUMC SUPPLEMENTAL EXECUTIVE RETIREMENT PLAN (SERP) ARE NON-QUALIFIED DEFERRED COMPENSATION PLANS WITH PARTICIPATION LIMITED TO A CERTAIN GROUP OF EXECUTIVES. BOTH PLANS PROVIDE A BENEFIT PAYABLE ON TERMINATION OF EMPLOYMENT AS A SUPPLEMENTAL RETIREMENT BENEFIT. THE RRP APPLIES THE BENEFIT FORMULA OF THE LUMC EMPLOYEES' RETIREMENT PLAN (ERP) AND THE LOYOLA UNIVERSITY OF CHICAGO ("LUC") EMPLOYEES' RETIREMENT PLAN (LUERP) TO A PARTICIPANT'S SERVICE AND COMPENSATION WITHOUT REGARD TO THE LIMITS ON COMPENSATION IMPOSED BY LAW ON ERP AND LUERP. THE RESULTING AMOUNT IS REDUCED BY THE BENEFITS ACTUALLY PAYABLE UNDER ERP AND LUERP, AND THE RESULTING ADDITIONAL BENEFIT IS CONVERTED TO AN ACTUARIAL BENEFIT UNDER THE SAME FORMULA FOR LATER-HIRED EXECUTIVES. BOTH THE RRP AND THE SERP COMPLY WITH SECTION 409A OF THE INTERNAL REVENUE CODE (CODE). BOTH CONTAIN COMPLIANT DEFINITIONS FOR DISABILITY, TERMINATION OF EMPLOYMENT AND UNFORESEEABLE EMERGENCY, AND BOTH PLANS SPECIFY THE TIME AND FORM OF BENEFIT PAYMENT. BECAUSE OF THE SPECIAL INCOME TAX RULES THAT APPLY TO TAX-EXEMPT ENTITIES UNDER SECTION 457(F) OF THE CODE, BENEFITS PROVIDED UNDER NON-QUALIFIED DEFERRED COMPENSATION ARRANGEMENTS LIKE THE RRP AND THE SERP ARE TAXABLE ON THE EARLIER OF THE DATE SUCH BENEFITS ARE ACTUALLY PAID TO A PARTICIPANT OR THE DATE THE PARTICIPANT'S RIGHT TO RECEIVE BENEFITS BECOMES VESTED (NON-FORFEITABLE). UNDER THE TERMS OF THE PLANS IN THE CARE OF BOTH THE SERP AND THE RRP, BENEFITS VEST AFTER FIVE YEARS OF SERVICE. CONSEQUENTLY, THE AMOUNT OF A PARTICIPANT'S ACCRUED BENEFIT IS TAXABLE WHEN THE PARTICIPANT IS CREDITED WITH FIVE YEARS OF SERVICE (FUTURE BENEFITS ARE ALSO TAXABLE AS THEY ACCRUE AFTER VESTING). BOTH THE RRP AND THE SERP PROVIDE A PAYMENT TO PARTICIPANTS IN AN AMOUNT BASED ON THEIR INCOME TAX OBLIGATIONS. FOR BENEFITS VESTING PRIOR TO TERMINATION OF EMPLOYMENT (OTHER EVENTS, SUCH AS DISABILITY, DEATH OR FINANCIAL HARDSHIP RESULTING FROM AN UNFORESEEABLE EMERGENCY CAN ALSO TRIGGER PAYMENT OF BENEFITS), THIS PAYMENT IS A PERMISSIBLE BENEFIT DISTRIBUTION UNDER THE SECTION 409(A) REGULATIONS. ANY SUCH PAYMENTS ARE TREATED AS ACCELERATED PAYMENTS OF BENEFITS AND REDUCE THE BENEFIT AMOUNT PAYABLE AT TERMINATION OF EMPLOYMENT. PAUL K. WHELTON, SHARON O'KEEFE, JOHN MORDACH, CHARLES E. REITER, III, KAREN ALEXANDER AND DANIEL POST PARTICIPATED IN THE SERP BUT RECEIVED NO PAYMENTS. PAUL K. WHELTON, SHARON O'KEEFE, JOHN MORDACH AND KAREN ALEXANDER ARE NON-VESTED PARTICIPANTS IN THE SERP PLAN. CHARLES E. REITER, III AND PATRICIA CASSIDY PARTICIPATED IN THE RRP BUT RECEIVED NO PAYMENTS.
PART I, LINE 7   CERTAIN NON-FIXED PAYMENTS (BONUSES) WERE PAID TO CERTAIN EXECUTIVES IN 2010. THE INCENTIVE PROCESS IS AS FOLLOWS: SENIOR ADMINISTRATORS HAVE A RANGE OF POTENTIAL INCENTIVE COMPENSATION, DEPENDING ON INDIVIDUAL AND GROUP PERFORMANCE AND ACHIEVEMENT OF PRE-DETERMINED GOALS. EACH YEAR, THE CEO MEETS WITH HIS DIRECT REPORTS TO ASSESS PERFORMANCE AND REVIEW THEIR ANNUAL SUMMARY REPORTS. THE PERFORMANCE EVALUATIONS ARE THEN INCLUDED AS PART OF AN ANNUAL REPORT THAT IS REVIEWED BY THE COMPENSATION COMMITTEE OF THE LUMC/LUHS BOARD. THE COMPENSATION COMMITTEE DETERMINES THE BONUS, IF ANY. THE ANNUAL REPORT INCLUDES THE FOLLOWING DOCUMENTS: NARRATIVE ANNUAL REPORT DETAILING BENCHMARK GOAL ACHIEVEMENT BASED UPON PRIOR YEAR'S GOALS, STATED GOALS FROM PREVIOUS YEAR, AUDITED FINANCIALS, FINANCIAL PLAN FOR THE NEXT YEAR, INDIVIDUAL EVALUATIONS FOR EACH SENIOR OFFICE AND INCENTIVE COMPENSATION RECOMMENDATIONS. IN ADDITION TO BASE COMPENSATION, INCENTIVE PAYMENTS ARE MADE BY LUMC TO PHYSICIANS FOR PERSONALLY PERFORMED CLINICAL DUTIES. PHYSICIANS MEET APPROVED ESTABLISHED PRODUCTIVITY TARGETS SET BY THE APPLICABLE DEPARTMENT CHAIR. PHYSICIAN COMPENSATION PLANS, INCLUDING INCENTIVE COMPENSATION ARRANGEMENTS, ARE APPROVED BY THE LUHS EXECUTIVE COMPENSATION PLANNING COMMITTEE, WHICH IS MADE UP OF SENIOR LEADERS IN THE ORGANIZATION.
PART I, LINE 8   DURING THE PRIOR TAX YEAR, AS PART OF A MANAGEMENT TRANSITION, THE CFO AND THE PRESIDENT OF LUH JOINED THE ORGANIZATION FROM OTHER INSTITUTIONS. EACH RECEIVED A WRITTEN OFFER LETTER WHICH DESCRIBED THE TERMS OF THEIR EMPLOYMENT, INCLUDING THEIR BASE COMPENSATION AND NON-FIXED PAYMENTS. COMPENSATION WAS SET BY THE ORGANIZATION'S COMPENSATION COMMITTEE PURSUANT TO ITS POLICIES AND PROCEDURES.
PART II & FORM 990, PART VII   WILLIAM CANNON, PAULA HINDLE AND ARTHUR KRUMREY REMAIN EMPLOYED BY THE ORGANIZATION IN THE SAME CAPACITY, BUT NO LONGER MEET THE REQUIREMENTS OF A KEY EMPLOYEE. THOMAS ORIGITANO, ROBERT SULO, AND DAVID J WILBER ARE EMPLOYED FULL TIME AS PHYSICIANS AND ARE NOT COMPENSATED FOR THEIR POSITIONS ON THE BOARD.
Schedule J (Form 990) 2010

Additional Data


Software ID:  
Software Version:  
Schedule K
(Form 990)
Department of the Treasury
Internal Revenue Service
Supplemental Information on Tax Exempt Bonds
SchKMediumBullet Complete if the organization answered "Yes" to Form 990, Part IV, line 24a. Provide descriptions,
explanations, and any additional information in Schedule O (Form 990).
SchKMediumBullet Attach to Form 990. SchKMediumBullet See separate instructions.
OMB No. 1545-0047
2010
Open to Public
Inspection
Name of the organization
LOYOLA UNIVERSITY MEDICAL CENTER
 
Employer identification number
36-4015560
Part I
Bond Issues
(a) Issuer Name (b) Issuer EIN (c) CUSIP # (d) Date Issued (e) Issue Price (f) Description of Purpose (g) Defeased (h) On
Behalf of
Issuer 		(i) Pool
financing
Yes No Yes No Yes No
A ILLINOIS FINANCE AUTHORITY
  		86-1091967 45200BN46 12-19-2006 85,145,000 REDEEM EARLIER BONDS (2001)   X   X   X
B ILLINOIS FINANCE AUTHORITY
  		86-1091967 45200BN53 12-20-2006 75,000,000 SEE PART V   X   X   X
C ILLINOIS FINANCE AUTHORITY
  		86-1091967 45200BS58 12-20-2006 75,000,000 SEE PART V   X   X   X
Part II
Proceeds
A B C D
1 Amount of bonds retired. . . . .        
2 Amount of bonds defeased . . . .        
3 Total proceeds of issue . . . . 85,145,000 75,000,000 75,000,000  
4 Gross proceeds in reserve funds . .        
5 Capitalized interest from proceeds. 3,968,189 3,968,189 4,036,383  
6 Proceeds in refunding escrow. . . . . 76,500,000      
7 Issuance costs from proceeds . . . 448,426 361,735 363,645  
8 Credit enhancement from proceeds. 39,584      
9 Working capital expenditures from proceeds . . 8,116,600      
10 Capital expenditures from proceeds . . 68,401,899 68,401,899 68,414,049  
11 Other spent proceeds . . 40,390 553,215 1,779,042  
12 Other unspent proceeds. . . 1,714,962 1,714,962 406,881  
13 Year of substantial completion . . . 2008 2008 2008
Yes No Yes No Yes No Yes No
14 Were the bonds issued as part of a current refunding issue?   X   X X      
15 Were the bonds issued as part of an advance refunding issue? X     X   X    
16 Has the final allocation of proceeds been made? . . X   X   X      
17 Does the organization maintain adequate books and records to support the final allocation of proceeds? . X   X   X      
Part III
Private Business Use
A B C D
Yes No Yes No Yes No Yes No
1 Was the organization a partner in a partnership, or a member of an LLC, which owned property financed by tax-exempt bonds? . . .   X   X        
2 Are there any lease arrangements that may result in private business use of bond-financed property? . . . . .   X   X        
For Privacy Act and Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 50193E
Schedule K (Form 990) 2010
Schedule K (Form 990) 2010
Page 2
Part III
Private Business Use (Continued)
A B C D
Yes No Yes No Yes No Yes No
3a Are there any management or service contracts that may result in private business use?   X   X        
b Are there any research agreements that may result in private business use of bond-financed property? . .   X   X        
c Does the organization routinely engage bond counsel or other outside counsel to review any management or service contracts or research agreements relating to the financed property? . X   X          
4 Enter the percentage of financed property used in a private business use by entities other than a section 501(c)(3) organization or a state or local government . . . . . . . . . . . . . SchKMediumBullet 0 % 0 %    
5 Enter the percentage of financed property used in a private business use as a result of unrelated trade or business activity carried on by your organization, another section 501(c)(3) organization, or a state or local government . SchKMediumBullet 0 % 0 %    
6 Total of lines 4 and 5 . . .. . . . . . 0 % 0 %    
7 Has the organization adopted management practices and procedures to ensure the post-issuance compliance of its tax-exempt bond liabilities? X   X          
Part IV
Arbitrage
A B C D
Yes No Yes No Yes No Yes No
1 Has a Form 8038-T, Arbitrage Rebate, Yield Reduction and Penalty in Lieu of Arbitrage Rebate, been filed with respect to the bond issue? . . .   X   X   X    
2 Is the bond issue a variable rate issue? X   X   X      
3a Has the organization or the governmental issuer entered into a hedge with respect to the bond issue?   X   X   X    
b Name of provider .  
  		 
  		 
  		 
 
c Term of hedge . .        
d Was the hedge superintegrated? .                
e Was a hedge terminated? .                
4a Were gross proceeds invested in a GIC? .   X   X   X    
b Name of provider .  
  		 
  		 
  		 
 
c Term of GIC . .        
d Was the regulatory safe harbor for establishing the fair market value of the GIC satisfied? .                
5 Were any gross proceeds invested beyond an available temporary period? .   X   X   X    
6 Did the bond issue qualify for an exception to rebate? . . . X     X   X    
Schedule K (Form 990) 2010

Schedule K (Form 990) 2010
Page 3
Part V
Supplemental Information
Complete this part to provide additional information for responses to questions on Schedule K (see instructions).
Identifier Return Reference Explanation
SERIES 2006 B/C   THE PROCEEDS OF THE SERIES 2006A BONDS WERE APPLIED, TOGETHER WITH CERTAIN OTHER FUNDS, TO PAY OR REIMBURSE, OR REFINANCE CERTAIN INDEBTEDNESS THE PROCEEDS OF WHICH WERE USED TO PAY OR REIMBURSE, THE COSTS OF ACQUIRING, CONSTRUCTING, RENOVATING, REMODELING AND EQUIPPING IMPROVEMENTS TO THE 523 LICENSED BED ACUTE CARE ACADEMIC MEDICAL CENTER AND LEVEL 1 TRAUMA CENTER OF LOYOLA UNIVERSITY MEDICAL CENTER ("LUMC") AND ALL NECESSARY AND ATTENDANT FACILITIES, EQUIPMENT, SITE WORK AND UTILITIES THERETO, INCLUDING THE CONSTRUCTION AND EQUIPPING OF A VASCULAR CARE CENTER EXPECTED TO CONSIST OF APPROXIMATELY 175,000 GROSS SQUARE FEET AND A NEW 1,315 SPACE PARKING GARAGE (THE "PROJECT") AND FUND WORKING CAPITAL FOR THE PROJECT.
Schedule K (Form 990) 2010

Additional Data


Software ID:  
Software Version:  

Schedule L
(Form 990 or 990-EZ)
Department of the Treasury
Internal Revenue Service
Transactions with Interested Persons
MediumBullet Complete if the organization answered
"Yes" on Form 990, Part IV, lines 25a, 25b, 26, 27, 28a, 28b, or 28c,
or Form 990-EZ, Part V lines 38a or 40b.
MediumBullet Attach to Form 990 or Form 990-EZ. MediumBulletSee separate instructions.
OMB No. 1545-0047
2010
Open to Public Inspection
Name of the organization
LOYOLA UNIVERSITY MEDICAL CENTER
 
Employer identification number

36-4015560
Part I
Excess Benefit Transactions (section 501(c)(3) and section 501 (c)(4) organizations only).
Complete if the organization answered "Yes" on Form 990, Part IV, line 25a or 25b, or Form 990-EZ, Part V, line 40b.
1(a) Name of disqualified person (b) Description of transaction (c) Corrected?
Yes No





2
Enter the amount of tax imposed on the organization managers or disqualified persons during the year under section 4958. ......................... Bullet Image$
 
3
Enter the amount of tax, if any, on line 2, above, reimbursed by the organization ....... Bullet Image$
 

Part II
Loans to and/or From Interested Persons.
Complete if the organization answered "Yes" on Form 990, Part IV, line 26, or Form 990-EZ, Part V, line 38a.
(a) Name of interested person and purpose (b) Loan to or from the organization? (c)Original principal amount (d)Balance due (e) In default? (f) Approved by board or committee? (g)Written agreement?
To From Yes No Yes No Yes No
Total ...............Small Bullet $  
Part III
Grants or Assistance Benefitting Interested Persons.
Complete if the organization answered "Yes" on Form 990, Part IV, line 27.
(a) Name of interested person (b)Relationship between interested person and the organization (c)Amount of grant or type of assistance
For Privacy Act and Paperwork Reduction Act Notice, see the
Instructions for Form 990 or 990-EZ.
Cat. No. 50056A
Schedule L (Form 990 or 990-EZ) 2010
Schedule L (Form 990 or 990-EZ) 2010
Page 2
Part IV
Business Transactions Involving Interested Persons.
Complete if the organization answered "Yes" on Form 990, Part IV, line 28a, 28b, or 28c.
(a) Name of interested person (b) Relationship between interested person and the organization (c) Amount of transaction (d) Description of transaction (e) Sharing of organization's revenues?
Yes No
(1) DAWN MACK RN SISTER OF OFFICER 77,395 EMPLOYED BY LUMC   No
(2) THERESA HINDLE SISTER OF FMR KEY EMPLYEE 43,343 EMPLOYED BY LUMC   No
(3) REBECCA BARBATO MD DAUGHTER OF FMR DIR/CEO 220,876 EMPLOYED BY LUMC   No
(4) BENJAMIN BARBATO SON OF FORMER DIR/CEO 15,387 EMPLOYED BY LUMC   No
(5) HOWARD SANKARY MD SPOUSE OF FORMER OFFICER 437,885 EMPLOYED BY LUMC   No
Part V
Supplemental Information
Complete this part to provide additional information for responses to questions on Schedule L (see instructions).
Identifier Return Reference Explanation
Schedule L (Form 990 or 990-EZ) 2010

Additional Data


Software ID:  
Software Version:  




SCHEDULE M
(Form 990)

Department of the Treasury
Internal Revenue Service
NonCash Contributions
Right pointing arrow large imageComplete if the organization answered "Yes" on Form 990, Part IV, lines 29 or 30.
Right pointing arrow large image Attach to Form 990.
OMB No. 1545-0047
2010
Open to Public Inspection
Name of the organization
LOYOLA UNIVERSITY MEDICAL CENTER
 
Employer identification number

36-4015560
Part I
Types of Property
(a)
Check if applicable 		(b)
Number of Contributions or items contributed 		(c)
Contribution amounts reported on
Form 990, Part VIII, line 1g 		(d)
Method of determining
contribution amounts
1 Art—Works of art .... X 1 1,800 APPRAISAL BY AUCTION
2 Art—Historical treasures .        
3 Art—Fractional interests ..        
4 Books and publications ..      
5 Clothing and household
goods ....... 		     
6 Cars and other vehicles ..        
7 Boats and planes ....        
8 Intellectual property ...        
9 Securities—Publicly traded . X 3 2,095,452 MRKT VALUE GIFT DATE
10 Securities—Closely held stock .        
11 Securities—Partnership, LLC,
or trust interests .... 		       
12 Securities—Miscellaneous ..        
13 Qualified conservation
contribution—Historic
structures ..... 		       
14 Qualified conservation
contribution—Other ... 		       
15 Real estate—Residential .        
16 Real estate—Commercial ..        
17 Real estate—Other ...        
18 Collectibles .....        
19 Food inventory ...        
20 Drugs and medical supplies .        
21 Taxidermy ......        
22 Historical artifacts ....        
23 Scientific specimens ..        
24 Archeological artifacts ...        
25 Other Right pointing arrow large image ( AIRLINE TICKETS ) X 1 32,000 FMV
26 Other Right pointing arrow large image ( TOY DONATIONS ) X 6 15,420 FMV
27 Other Right pointing arrow large image ( MEDICAL SUPPLIES ) X 1 36,666 FMV
28 Other Right pointing arrow large image ( 2 SETS OF HEARING AIDS ) X 2 7,280 FMV
Other Right pointing arrow large image ( FLATSCREEN TELEVISION ) X 1 1,735 FMV
Other Right pointing arrow large image ( EPSON MULTIMEDIA PROJECTOR ) X 1 836 FMV
Other Right pointing arrow large image ( SHAMPOO FOR NURSES BAGS ) X 1 263 FMV
29
Number of Forms 8283 received by the organization during the tax year for contributions
for which the organization completed Form 8283, Part IV, Donee Acknowledgement ...
29
 
Yes
No
30a
During the year, did the organization receive by contribution any property reported in Part I, lines 1-28 that it
must hold for at least three years from the date of the initial contribution, and which is not required to be used
for exempt purposes for the entire holding period? ..................
30a
 
No
b
If "Yes," describe the arrangement in Part II.
31
Does the organization have a gift acceptance policy that requires the review of any non-standard contributions?
31
Yes
 
32a
Does the organization hire or use third parties or related organizations to solicit, process, or sell non-cash
contributions? ............................
32a
 
No
b
If "Yes," describe in Part II.
33
If the organization did not report revenues in column (c) for a type of property for which column (a) is checked,
describe in Part II.
For Privacy Act and Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 51227J
Schedule M (Form 990) 2010
Schedule M (Form 990) 2010
Page 2
Part II
Supplemental Information. Complete this part to provide the information required by Part I, lines 30b,
32b, and 33. Also complete this part for any additional information.
Identifier Return Reference Explanation
PART I, COLUMN B   THE AMOUNTS SHOWN IN PART I, COLUMN (B) FOR "NUMBER OF CONTRIBUTIONS" REPRESENTS THE TOTAL NUMBER OF CONTRIBUTORS AND NOT NECESSARILY THE TOTAL NUMBER OF ITEMS CONTRIBUTED.
Schedule M (Form 990) 2010
Additional Data


Software ID:  
Software Version:  
SCHEDULE O
(Form 990 or 990-EZ)

Department of the Treasury
Internal Revenue Service
Supplemental Information to Form 990 or 990-EZ

Complete to provide information for responses to specific questions on
Form 990 or to provide any additional information.
MediumBullet Attach to Form 990 or 990-EZ.
OMB No. 1545-0047
2010
Open to Public
Inspection
Name of the organization
LOYOLA UNIVERSITY MEDICAL CENTER
 
Employer identification number

36-4015560
Identifier Return Reference Explanation
FORM 990, PART III, LINE 1 MISSION STATEMENT LOYOLA UNIVERSITY HEALTH SYSTEM IS COMMITTED TO EXCELLENCE IN PATIENT CARE AND THE EDUCATION OF HEALTH PROFESSIONALS. WE BELIEVE THAT OUR CATHOLIC HERITAGE AND JESUIT TRADITIONS OF ETHICAL BEHAVIOR, ACADEMIC DISTINCTION AND SCIENTIFIC RESEARCH LEAD TO NEW KNOWLEDGE AND ADVANCE OUR HEALING MISSION IN THE COMMUNITIES WE SERVE. WE BELIEVE THAT THOUGHTFUL STEWARDSHIP, LEARNING AND CONSTANT REFLECTION ON EXPERIENCE IMPROVE ALL WE DO AS WE STRIVE TO PROVIDE THE HIGHEST QUALITY HEALTH CARE. WE BELIEVE IN GOD'S PRESENCE IN ALL OUR WORK. THROUGH OUR CARE, CONCERN, RESPECT AND COOPERATION, WE DEMONSTRATE THIS BELIEF TO OUR PATIENTS AND FAMILIES, OUR STUDENTS AND EACH OTHER. TO FULFILL OUR MISSION WE FOSTER AN ENVIRONMENT THAT ENCOURAGES INNOVATION, EMBRACES DIVERSITY, RESPECTS LIFE AND VALUES HUMAN DIGNITY. WE ARE COMMITTED TO GOING BEYOND THE TREATMENT OF DISEASE. WE ALSO TREAT THE HUMAN SPIRIT.
FORM 990, PART III, LINE 4 & SCHEDULE H PROGRAM SERVICES ACCOMPLISHMENTS: GENERAL INFORMATION AND HISTORY BASED IN THE WESTERN SUBURBS OF CHICAGO, LOYOLA UNIVERSITY MEDICAL CENTER ("LUMC") IS A QUATERNARY CARE SYSTEM WITH A 61-ACRE MAIN MEDICAL CENTER CAMPUS AND 18 PRIMARY- AND SPECIALTY-CARE FACILITIES IN COOK, WILL AND DUPAGE COUNTIES. THE MEDICAL CENTER CAMPUS IS CONVENIENTLY LOCATED IN MAYWOOD, 13 MILES WEST OF THE CHICAGO LOOP AND 8 MILES EAST OF OAK BROOK, ILLINOIS. THE HEART OF THE MEDICAL CENTER CAMPUS, LUMC'S HOSPITAL, IS A 569-LICENSED-BED FACILITY. BESIDES THE HOSPITAL, THE FOLLOWING CLINICAL FACILITIES ARE LOCATED ON CAMPUS: A LEVEL 1 TRAUMA CENTER, A BURN CENTER, THE RONALD MCDONALD CHILDREN'S HOSPITAL OF LOYOLA UNIVERSITY MEDICAL CENTER, THE CARDINAL BERNARDIN CANCER CENTER, LOYOLA OUTPATIENT CENTER, LOYOLA CENTER FOR HEART & VASCULAR MEDICINE AND LOYOLA ORAL HEALTH CENTER. THE CAMPUS IS ALSO THE HOME OF LOYOLA UNIVERSITY OF CHICAGO'S STRITCH SCHOOL OF MEDICINE, THE MARCELLA NIEHOFF SCHOOL OF NURSING AND THE LOYOLA CENTER FOR FITNESS. BECAUSE OF ITS CONVENIENT LOCATION, LUMC IS ACCESSIBLE TO THE MAJORITY OF THE CHICAGO (SIX-COUNTY) METROPOLITAN AREA OF 8.5 MILLION PEOPLE. THE POPULATION OF LUMC' PRIMARY SERVICE AREA IS 4.1 MILLION PEOPLE AND ENCOMPASSES A NORTHWEST, CENTRAL, AND SOUTHWEST AREA. AS A WELL-KNOWN AND RESPECTED TERTIARY CARE AND LEVEL I TRAUMA CENTER, THE LUMC'S HOSPITAL SERVES APPROXIMATELY 2 MILLION PEOPLE LIVING IN WESTERN COOK, DUPAGE AND WILL COUNTIES AS WELL AS THOSE FROM SURROUNDING STATES. MORE THAN 100 HOSPITALS TRANSFERRED 3,667 INPATIENTS TO LUMC'S HOSPITAL LAST YEAR FOR SPECIALIZED CARE AND TREATMENT IN PARTICULAR FOR HEART DISEASE, CANCER, BURN/TRAUMA, ORGAN TRANSPLANTATION AND NEUROLOGICAL DISORDERS. SOME OF THOSE 3,667 INPATIENTS WHO WERE TRANSFERRED FROM OTHER HOSPITALS, RECEIVED CHARITY CARE FROM LUMC. THE PRIMARY SERVICE AREA (CENTRAL AREA), WHICH ACCOUNTS FOR 58 PERCENT OF PATIENTS SERVED AT LUMC, HAS A DIVERSE POPULATION OF ALMOST 2 MILLION AND IS MADE UP OF THE FOLLOWING CHARACTERISTICS: - 13 PERCENT OF THE POPULATION IS AGE 65 OR OLDER - AVERAGE HOUSEHOLD INCOME IS $70,131 WITH 20 PERCENT OF HOUSEHOLDS OVER $100,000 AND 21 PERCENT UNDER $25,000 - HISPANICS ARE AMONG THE FASTEST-GROWING GROUP MAKING UP 33 PERCENT OF THE POPULATION - 226,069 INPATIENT DISCHARGES LAST YEAR FROM THIS AREA WITH LUMC'S HOSPITAL SERVING 6.3 PERCENT OF THESE (HIGHEST AMONG ALL HOSPITALS) LUMC'S HOSPITAL ALSO PROVIDES CRITICAL CARE TO PATIENTS FROM AS FAR AS 300 MILES AWAY WHO ARE TRANSPORTED TO THE HOSPITAL VIA AN AIR-TRANSPORT SERVICE. THESE CRITICALLY INJURED OR SEVERELY ILL PATIENTS TYPICALLY RECEIVE LOYOLA'S LEVEL I TRAUMA SERVICES. TO ENSURE THE PATIENT CARE SERVICES AND COMMUNITY BENEFITS ARE RESPONSIVE TO THE MISSION OUTLINED ABOVE, LUMC PERFORMS AN ONGOING ASSESSMENT OF THE NEEDS OF THE MEDICALLY UNDERSERVED POPULATION WITHIN THE COMMUNITY THAT SURROUNDS THE MAIN CAMPUS. THIS ASSESSMENT INCLUDES LOOKING TO THE PRIMARY AND SECONDARY SERVICE AREAS FROM WHICH MANY OF OUR PATIENTS COME. LUMC SEEKS NEW OPPORTUNITIES TO BETTER SERVE THE NEEDS OF THESE POPULATIONS AS THEIR NEEDS CHANGE AND AS ADVANCES ARE MADE IN MEDICAL CARE. THE NEEDS ASSESSMENT IS PERFORMED PERIODICALLY THROUGH VARIOUS METHODS INCLUDING POPULATION PROJECTIONS BY ZIP CODE FOR LUMC' SERVICE AREAS, WHICH INVOLVES IDENTIFICATION OF THE NUMBER OF PATIENTS SERVED, INCLUDING THEIR AGE, RACE AND SEX. THESE DATA ARE USED TO DETERMINE THE COMMUNITY-BENEFIT NEEDS AND TO EVALUATE BOTH EXISTING AND FUTURE PROGRAMS THAT WILL SERVE THOSE NEEDS. THE CENTERS FOR MEDICARE AND MEDICAID SERVICES (CMS) RELEASED INFORMATION ON THE STATE OF QUALITY AT AMERICA'S HOSPITALS ON ITS HOSPITAL COMPARE WEB SITE. LUMC'S NUMBERS REFLECT WELL ON ITS COMMITMENT TO HIGH QUALITY CARE. THE FINDINGS AT LUMC DOCUMENT OUR LEADERSHIP AND WORLD-CLASS LEVEL OF HEART CARE. AS AN EXAMPLE, THE 30-DAY MORTALITY RATE AMONG HEART FAILURE PATIENTS IS 24 PERCENT LOWER THAN THE NATIONAL AVERAGE. ALSO, THE LUMC RESULTS WERE SIGNIFICANTLY BETTER THAN STATE AND NATIONAL AVERAGES IN OVERALL PATIENT SATISFACTION AND IN THE PERCENTAGE OF PATIENTS WHO WOULD RECOMMEND LUMC TO FRIENDS AND FAMILY.
FORM 990, PART III, LINE 4 & SCHEDULE H CONT.   COMMUNITY BENEFIT MINISTRY: MINISTRY FOR THE POOR AND THE UNDERSERVED REPRESENTS THE FINANCIAL COMMITMENT TO SEEK OUT AND SERVE THOSE WHO NEED HELP THE MOST, ESPECIALLY THE WORKING POOR, THE UNINSURED, AND THE INDIGENT. THIS IS DONE WITH THE CONVICTION THAT HEALTHCARE IS A BASIC HUMAN RIGHT. THE CATEGORIES USED TO CLASSIFY MINISTRY FOR THE POOR AND THE UNDERSERVED ARE AS FOLLOWS: - ACTIVITIES AND PROGRAMS FOR THE POOR AND THE UNDERSERVED REPRESENTS THE COST OF SERVICES PROVIDED FOR WHICH A PATIENT BILL IS NOT RENDERED OR FOR WHICH A FEE HAS BEEN ASSESSED WHICH RECOVERS ONLY A PORTION OF THE COST OF THE RENDERED SERVICE. ONE EXAMPLE IS THE MAYWOOD FREE CLINIC OFFERS SERVICES AT NO CHARGE TO PATIENTS WHO CANNOT AFFORD TO PAY FOR THESE SERVICES. - CHARITY CARE REPRESENTS THE COST OF SERVICES PROVIDED TO PATIENTS WHO CANNOT AFFORD HEALTH CARE SERVICES DUE TO INADEQUATE RESOURCES AND/OR ARE UNINSURED OR UNDERINSURED. A PATIENT IS CLASSIFIED AS A CHARITY PATIENT IN ACCORDANCE WITH THE HOSPITAL'S ESTABLISHED POLICIES AND WHERE NO PAYMENT FOR SUCH SERVICES IS ANTICIPATED. IN THE SPIRIT OF OUR CATHOLIC JESUIT TRADITION, LUMC IS COMMITTED TO PROVIDING HEALTH-CARE SERVICES TO ALL PATIENTS BASED ON MEDICAL NECESSITY. FOR PATIENTS WHO REQUIRE FINANCIAL ASSISTANCE OR WHO ARE EXPERIENCING TEMPORARY FINANCIAL HARDSHIP, LUMC OFFERS SEVERAL PAYMENT OPTIONS AND ALSO OFFERS CHARITY CARE OR FREE CARE. - SHORT-TERM INSTALLMENT PAYMENTS - PATIENTS WITH FINANCIAL HARDSHIP MAY BE ELIGIBLE FOR A SHORT-TERM INSTALLMENT PAYMENT PLAN. FOR PHYSICIAN BILLING, LUMC WILL ACCEPT INSTALLMENT PAYMENTS FOR A PERIOD OF UP TO 12 MONTHS. THE MINIMUM PAYMENT IS $25 PER MONTH. PATIENTS WILL NEED TO CALL PATIENT FINANCIAL ASSISTANCE TO SET UP THIS ARRANGEMENT. FOR HOSPITAL/CLINIC BILLING, LUMC WILL ACCEPT INSTALLMENT PAYMENTS FOR A PERIOD OF UP TO 24 MONTHS. THE MINIMUM PAYMENT IS $50 PER MONTH. PATIENTS WILL NEED TO CALL PATIENT FINANCIAL ASSISTANCE TO SET UP THIS ARRANGEMENT. - FINANCIAL ASSISTANCE / CHARITY CARE POLICY - FREE CARE FOR MEDICALLY NECESSARY SERVICES IS GIVEN TO PATIENTS WHO EARN 200 PERCENT OR LESS OF FEDERAL POVERTY GUIDELINES. MEDICALLY NECESSARY SERVICES ARE THOSE SERVICES TYPICALLY COVERED BY MEDICARE. ELECTIVE SERVICES SUCH AS COSMETIC SURGERY ARE NOT INCLUDED IN OUR CHARITY PROGRAM. THOSE WHO EARN MORE THAN 200 PERCENT OF THE FEDERAL GUIDELINES MAY BE ELIGIBLE FOR A PARTIAL DISCOUNT THAT RANGES BETWEEN 50 PERCENT AND 75 PERCENT OF THE CHARGES. BOTH THE HOUSEHOLD ADJUSTED ANNUAL GROSS INCOME AND THE DOLLAR AMOUNT OF THE ACCOUNT BALANCE ARE TAKEN INTO CONSIDERATION. IF THE AMOUNT DUE IS 50 PERCENT OR MORE THAN A PATIENT'S DOCUMENTED ANNUAL INCOME, 100 PERCENT OF THE BILL IS DISCOUNTED. THE CHARITY PROGRAM IS BASED ON THE CURRENT FEDERAL POVERTY GUIDELINES FOR A FAMILY'S SIZE COMPARED WITH THE FAMILY'S HOUSEHOLD ADJUSTED ANNUAL GROSS INCOME. FOR EXAMPLE: - A PATIENT WITH AN ANNUAL GROSS INCOME UNDER $21,661 IN A SINGLE HOUSEHOLD WOULD RECEIVE A 100 PERCENT DISCOUNT. - A PATIENT WITH AN ANNUAL GROSS INCOME OF $56,000 IN A HOUSEHOLD OF FOUR WOULD RECEIVE A 75 PERCENT DISCOUNT. WHEN PATIENTS QUALIFY FOR CHARITY CARE OR FINANCIAL ASSISTANCE, THEY WILL RECEIVE THE APPLICABLE DISCOUNT FOR SIX MONTHS. IF CARE CONTINUES FOLLOWING THE INITIAL SIX-MONTH PERIOD, A PATIENT'S FINANCIAL SITUATION IS REASSESSED AND UPDATED INFORMATION MUST BE PROVIDED. - PATIENT FINANCIAL SERVICES - FINANCIAL COUNSELORS ARE AVAILABLE TO WORK WITH PATIENTS IN COMPLETING A FINANCIAL EVALUATION TO DETERMINE WHAT TYPE OF ASSISTANCE MAY BE AVAILABLE. THIS INCLUDES ASSESSING ELIGIBILITY FOR MEDICAID OR MEDICARE. - EMERGENCY CARE - LUMC OPERATES AN EMERGENCY DEPARTMENT OPEN TO EVERY INDIVIDUAL, 24 HOURS A DAY SEVEN DAYS A WEEK, REGARDLESS OF A PATIENT'S ABILITY TO PAY. DURING FISCAL YEAR 2011, THERE WERE 51,231 EMERGENCY PATIENT VISITS. SOME OF THOSE VISITS WERE PROVIDED AS CHARITY AND UNCOMPENSATED CARE. IN FISCAL YEAR 2011, EXPENDITURES OF APPROXIMATELY $12.8 MILLION (AT COST) WERE INCURRED FOR CHARITY AND UNCOMPENSATED CARE. - LANGUAGE-ASSISTANT SERVICES - LUMC CONTINUES TO INCLUDE IN ITS OPERATING BUDGET PROVISIONS FOR FREE LANGUAGE-ACCESS SERVICES, INCLUDING INTERPRETATION SERVICES AND TRANSLATION OF VITAL DOCUMENTS FOR PATIENTS WITH LIMITED ENGLISH PROFICIENCY, AND PROVISION OF AMERICAN SIGN LANGUAGE (ASL) INTERPRETERS FOR DEAF AND HARD-OF-HEARING PATIENTS. IN THE PAST 12 MONTHS, LUMC HAS CARED FOR PATIENTS WHO SPEAK 49 LANGUAGES FROM AROUND THE WORLD. THE HEALTH SYSTEM EMPLOYS A TOTAL OF 16 QUALIFIED MEDICAL INTERPRETERS WHO SPEAK SPANISH, POLISH, ARABIC, AND ASL, AND WE PROVIDE 24-HOUR INTERPRETING SERVICE BY PHONE, CURRENTLY USING NEARLY 15,000 MINUTES EACH MONTH. LUMC IS IMPLEMENTING A SYSTEM OF REMOTE VIDEO INTERPRETING IN THE EMERGENCY DEPARTMENT (ED) SO THAT ASL INTERPRETER SERVICES CAN BE PROVIDED IMMEDIATELY UPON THE PATIENT'S ENTRY TO THE ED. LUMC'S SPANISH-, POLISH-, AND ARABIC-SPEAKING PATIENTS NOW HAVE A DIRECT INTERPRETER ACCESS LINE. THIS ALLOWS THEM TO CALL LUMC VIA A DEDICATED 800 NUMBER WITH A PHONE INTERPRETER FACILITATING THEIR CALL IN TO LUMC, THUS MAKING IT EVEN EASIER FOR THEM TO COMMUNICATE WITH LUMC STAFF WHEN THEY ARE NOT IN A LUMC FACILITY. THROUGH THE DEDICATED EFFORTS OF OUR INTERPRETER SERVICES DEPARTMENT, THIS PROGRAM HAS ENSURED EQUAL ACCESS TO MEDICAL CARE FOR THOUSANDS OF LUMC PATIENTS IN COMPLIANCE WITH FEDERAL REGULATION, ILLINOIS LAW, AND REGULATORY REQUIREMENTS. THIS COMMUNITY SERVICE WILL CONTINUE TO BE PROVIDED IN THE FUTURE AND COST LUMC ALMOST $1.8 MILLION TO OPERATE IN FISCAL YEAR 2011. - UNPAID COST OF MEDICAID AND OTHER PUBLIC PROGRAMS REPRESENTS THE COST OF PROVIDING SERVICES TO BENEFICIARIES OF PUBLIC PROGRAMS, INCLUDING STATE MEDICAID AND INDIGENT CARE PROGRAMS, IN EXCESS OF GOVERNMENTAL AND MANAGED CARE CONTRACT PAYMENTS. LUMC INCURS ADDITIONAL UNREIMBURSED COSTS OF PROVIDING SERVICES TO MEDICAID AND MEDICARE PATIENTS. TOTAL HOSPITAL MEDICAID PATIENT DAYS IN FISCAL YEAR 2011 WERE 25,767. OUR NEONATAL INTENSIVE CARE PROGRAM, OBSTETRICS AND GYNECOLOGY PROGRAM AND OUR RONALD MCDONALD CHILDREN'S HOSPITAL ARE SIGNIFICANT PROVIDERS OF CARE TO THE MEDICAID POPULATION. THESE PROGRAMS CONTINUE TO GROW IN RESPONSE TO THE DEMAND IN THE SURROUNDING COMMUNITY AS WELL AS IN OUR PERINATAL NETWORK THROUGHOUT THE STATE. IN FISCAL YEAR 2011, THE FINANCIAL CONTRIBUTION IN TERMS OF THE EXCESS COST OVER REIMBURSEMENT FOR GOVERNMENT SPONSORED INDIGENT HEALTH CARE WAS $52 MILLION. - MINISTRY FOR THE BROADER COMMUNITY REPRESENTS THE COST OF SERVICES PROVIDED FOR THE GENERAL BENEFIT OF THE COMMUNITIES IN WHICH LUMC OPERATES. MANY PROGRAMS ARE TARGETED TOWARD POPULATIONS THAT MAY BE POOR, BUT ALSO INCLUDE THOSE AREAS THAT MAY NEED SPECIAL HEALTH SERVICES AND SUPPORT. THESE PROGRAMS ARE NOT INTENDED TO BE FINANCIALLY SELF-SUPPORTING. - ACTIVITIES AND PROGRAMS FOR THE BROADER COMMUNITY REPRESENT THE COST OF SERVICES PROVIDED FOR WHICH A PATIENT BILL IS NOT RENDERED OR FOR WHICH A FEE HAS BEEN ASSESSED WHICH RECOVERS ONLY A PORTION OF THE COST OF THE RENDERED SERVICE.
FORM 990, PART III, LINE 4 & SCHEDULE H CONT.   - EDUCATION AND RESEARCH - AS DESCRIBED IN OUR MISSION STATEMENT LUMC IS COMMITTED TO THE JESUIT TRADITION OF ACADEMIC DISTINCTION AND THE VALUES OF CARE, CONCERN AND RESPECT FOR OUR STUDENTS AND EACH OTHER. AS OF JUNE 30, 2011, LUMC HAD APPROXIMATELY 622 RESIDENTS AND FELLOWS INVOLVED IN ITS VARIOUS GRADUATE MEDICAL EDUCATION PROGRAMS. THESE INCLUDE PROGRAMS WITHIN 50 DIFFERENT MEDICAL AND SURGICAL SPECIALTIES. IN ADDITION TO PROVIDING SUPPORT FOR RESIDENT EDUCATION, LUMC ALSO PROVIDES EDUCATION WITHIN THE COMMUNITY FOR PARAMEDICAL EDUCATION AND FOR NURSING STUDENTS. THE TOTAL UNREIMBURSED MEDICAL EDUCATION COSTS WERE ALMOST $29 MILLION DURING FISCAL YEAR 2011. IN FISCAL YEAR 2010, LOYOLA UNIVERSITY CHICAGO (LUC) GRADUATED THE FIRST CLASS OF ITS ONLINE PUBLIC HEALTH MASTER'S DEGREE PROGRAM. THE CURRICULUM OF THIS PROGRAM FOCUSES ON ADDRESSING RACIAL AND ECONOMIC HEALTH DISPARITIES IN THE UNITED STATES. THE PROGRAM, WHICH BEGAN IN 2009, IS BASED AT LOYOLA UNIVERSITY CHICAGO STRITCH SCHOOL OF MEDICINE, MAYWOOD, AND BRINGS TOGETHER A DIVERSE GROUP OF PHYSICIANS, FACULTY, MEDICAL STUDENTS AND COMMUNITY LEADERS TO ADDRESS HEALTH-CARE DISPARITIES THROUGH PUBLIC HEALTH RESEARCH, CLINICAL PRACTICE AND ADVOCACY. PEDIATRIC RESIDENTS CONTINUE TO EXCEL IN THEIR PEDIATRIC BOARD EXAMINATION PASS RATE. FOR THE PAST THREE YEARS, THEY HAVE ATTAINED THE DISTINCTION OF ACHIEVING THE HIGHEST BOARD PASS RATES IN CHICAGO. THEY HAD THE SECOND BEST PASS RATES IN THE MIDWEST AND CAME IN AT NUMBER 11 IN THE NATION, OUT OF 192 PEDIATRIC RESIDENCY PROGRAMS. THIS IS A TESTAMENT TO THE QUALITY AND COMMITMENT OF OUR PEDIATRIC RESIDENTS AND FACULTY. THE COMBINED INTERNAL MEDICINE AND PEDIATRICS RESIDENCY PROGRAM'S PASS RATE FOR BOARD EXAMINATIONS HAS BEEN THE BEST IN THE COUNTRY FOR THE PAST 11 YEARS. OUR FIRST-TIME PASS RATE FOR RESIDENTS TAKING THE INTERNAL MEDICINE BOARDS IS 100 PERCENT. OUR FIRST-TIME PASS RATE FOR THE PEDIATRICS BOARD EXAM IS 97 PERCENT. THE NATIONAL AVERAGE IS AN 85 PERCENT FIRST-TIME PASS RATE FOR INTERNAL MEDICINE AND AN 80 PERCENT FIRST-TIME PASS RATE FOR PEDIATRICS. DEPARTMENT OF MEDICINE FACULTY WERE ACKNOWLEDGED FOR EXCELLENCE IN TEACHING AT THE MEDICAL RESIDENCY GRADUATION. THEY ARE: GOLDEN APPLE AWARD, STANLEY MARTIN COHEN, MD, HEPATOLOGY; SILVER APPLE AWARD, GREG OZARK, MD, MED/PEDS; AND BRONZE APPLE AWARD, NICHOLAS EMANUELE, MD, ENDOCRINOLOGY & METABOLISM AT HINES. BAHMAN EMAMI, PROFESSOR AND CHAIR, DEPARTMENT OF RADIATION ONCOLOGY, WAS AWARDED THE "EDUCATOR OF THE YEAR" AWARD FROM THE ASSOCIATION OF RESIDENTS IN RADIATION ONCOLOGY (ARRO). LUMC NURSES KICKED OFF A CAMPAIGN TO EDUCATE PATIENTS ABOUT VARIOUS HEALTH TOPICS THROUGHOUT THE YEAR. AS PART OF THIS EFFORT, NURSES ACROSS THE HEALTH SYSTEM WORE BUTTONS THAT SAID, "ASK ME ABOUT...," IN AN EFFORT TO ENGAGE PATIENTS IN A DIALOGUE ABOUT THEIR HEALTH. LUMC CONTRIBUTED ALMOST $45,000 TO COORDINATE STUDENT NURSE CLINICAL EXPERIENCES WITH 23 SCHOOLS OF NURSING. SUPPORT FOR CONTINUING EDUCATION OF FIRE, POLICE AND EMS PERSONNEL TOTALED $40,000. - RESEARCH - LOYOLA UNIVERSITY HEALTH SYSTEM IS THE SOLE OF MEMBER OF LUMC AND IS A NOT-FOR-PROFIT CORPORATION. LOYOLA UNIVERSITY CHICAGO IS THE SOLE CORPORATE MEMBER OF LUHS. THE STRITCH SCHOOL OF MEDICINE (SSOM), PART OF LOYOLA UNIVERSITY CHICAGO, RECEIVES SUBSTANTIAL FINANCIAL SUPPORT FROM LUMC. THE BENEFITS TO OUR PATIENTS THROUGH CLINICAL TRIALS AND IN THE DEVELOPMENT IN LIFESAVING PROCEDURES AND THERAPIES ARE BEYOND MEASURE. LUMC PROVIDED APPROXIMATELY $588,000 IN DIRECT RESEARCH SUPPORT DURING FISCAL YEAR 2011. - SUBSIDIZED HEALTH SERVICES - SUBSIDIZED HEALTH SERVICES TOTALED $4.8 MILLION COMPOSED OF $4.7 MILLION OF CLINICAL SERVICES AND $101,000 IN SUPPORT GROUPS AND SOCIAL WORK COUNSELING. - CLINICAL SERVICES - LUMC ALSO PROVIDES CLINICAL SERVICES THAT MEET AN IDENTIFIED COMMUNITY NEED SUCH AS OUR TRAUMA PROGRAM, OUR BURN CLINIC, AND OUR OBSTETRICS NURSING AND NUTRITIONAL SERVICES, AMONG OTHERS. IN FISCAL YEAR 2011 THE AMOUNT OF SUBSIDIZED HEALTH SERVICES PROVIDED BY LUMC WAS $4.7 MILLION. IF LUMC DID NOT PROVIDE THESE SERVICES TO THE COMMUNITY IT IS POSSIBLE THAT THE SERVICES MAY BE UNAVAILABLE IN THE COMMUNITY, THAT THE COMMUNITY'S CAPACITY TO PROVIDE THE SERVICE MAY BE BELOW THE COMMUNITY'S NEED, OR THAT THE SERVICE MAY BECOME THE RESPONSIBILITY OF GOVERNMENT OR ANOTHER TAX-EXEMPT ORGANIZATION. ONE EXAMPLE IS THE MAYWOOD FREE CLINIC OFFERS SERVICES AT NO CHARGE TO PATIENTS WHO CANNOT AFFORD TO PAY FOR THESE SERVICES.
FORM 990, PART III, LINE 4 & SCHEDULE H CONT.   FISCAL YEAR 2011 COMMUNITY BENEFIT MINISTRY EXPENSES MINISTRY FOR THE POOR AND THE UNDERSERVED: ACTIVITIES AND PROGRAMS $ 6,576,012; CHARITY CARE $ 12,803,661; UNPAID COST OF MEDICAID AND OTHER $ 38,252,463; TOTAL $ 57,632,136; MINISTRY FOR THE BROADER COMMUNITY: ACTIVITIES AND PROGRAMS $ 1,461,844; EDUCATION AND RESEARCH $ 29,589,320; UNPAID COST OF MEDICARE PROGRAM $ 13,659,105; TOTAL $ 44,710,269; -------------------------------------------------------------------- GRAND TOTAL $ 102,342,405. DURING FISCAL YEAR 2011, LOYOLA UNIVERSITY MEDICAL CENTER DEVOTED $121 MILLION TO ITS COMMUNITY BENEFIT MINISTRY, SERVING 485,680 PEOPLE THROUGH 137 PROGRAMS AND SERVICES. THE HOSPITAL ALSO PROVIDED A SIGNIFICANT AMOUNT OF UNCOMPENSATED CARE TO ITS PATIENTS THAT WAS REPORTED AS PROVISION FOR BAD DEBTS, WHICH WAS NOT INCLUDED IN THE AMOUNTS REPORTED ABOVE. DURING FISCAL YEAR 2011, LUMC REPORTED PROVISION FOR BAD DEBT OF 18.7 MILLION. THE FOLLOWING ARE A FEW SPECIFIC EXAMPLES OF PROGRAMS AND SERVICES PROVIDED TO THE COMMUNITY: - ER EXPANSION TO BETTER HANDLE PEAK TIMES - THE MULTIMILLION DOLLAR EMERGENCY DEPARTMENT RENOVATION BEGAN TO BRING IMPROVEMENTS TO BENEFIT OUR EMERGENCY PATIENTS AND OUR STAFF. - BEREAVEMENT SUPPORT GROUPS - LUMC OFFERS VARIOUS TYPES OF BEREAVEMENT SUPPORT GROUPS TO PATIENTS AND FAMILY WITH MEETINGS EMPHASIZING THE LOSS OF A CHILD, LOSS OF A LOVED ONE, COPING AND DEPRESSION, AND HOLIDAY GRIEF. - HEALTH FAIRS - LUMC HONORED THE 24TH NATIONAL CANCER SURVIVOR'S DAY ON JUNE 4, 2011, BY PARTNERING WITH THE LEUKEMIA & LYMPHOMA SOCIETY'S 10TH ANNUAL SURVIVORSHIP CONFERENCE AT BROOKFIELD ZOO. ON JUNE 6TH AND JUNE 8TH, LUMC'S ART THERAPIST SUPERVISED A COMMUNITY ART-MAKING PROJECT AT THE CARDINAL BERNARDIN CANCER CENTER. ELMHURST PRIMARY CARE HELD A HEALTH FAIR ON JUNE 11, 2011 WHICH WAS ASSOCIATED WITH FAITH EVANGELICAL UNITED METHODIST CHURCH. THE HEALTH FAIR PROVIDED FREE SCHOOL PHYSICALS, IMMUNIZATIONS, DENTAL EXAMS, OPHTHALMOLOGY EXAMS, B/P CHECKS, AND ACCUCHECKS. IN COLLABORATION WITH CATHOLIC CHARITIES, LUMC PROVIDED IMMUNIZATIONS AT FIVE EVENTS LAST SUMMER (2011). LUMC PROVIDED FREE ADULT HEARING SCREENING TO PATIENTS WHO WERE CONCERNED ABOUT HEARING/HEARING LOSS. THEY WERE SCREENED FREE OF CHARGE AND APPROPRIATE FOLLOW-UP RECOMMENDATIONS MADE. LOYOLA CENTER FOR HEALTH AT BURR RIDGE OFFERED FREE MELANOMA/SKIN CANCER SCREENINGS TO THE PUBLIC ON 5-20-2011. - SUPPORT GROUPS AND SOCIAL WORK COUNSELING - THROUGH OUR ONGOING COMMITMENT TO BUILD, STRENGTHEN, AND REHABILITATE A HEALTHIER COMMUNITY, LUMC PROVIDES SUPPORT GROUP PROGRAMS AT NO CHARGE OR AT A SUBSIDIZED RATE. AS A RESULT OF THE LARGE NUMBER OF PARTICIPANTS IN THESE VARIOUS PROGRAMS, LUMC SPENT ALMOST $101,000 IN FISCAL YEAR 2011 ON STAFF COSTS, ROOM RENTALS AND SUPPLIES. THE MAIN SUPPORT GROUPS ARE BURN, TRANSPLANT, CANCER, AND GRIEF. THE CENTER FOR HEART & VASCULAR MEDICINE OFFERS A MONTHLY PATIENT SUPPORT GROUP WITH EDUCATION FROM MULTI-DISCIPLINARY TEAM MEMBERS (E.G. PHYSICIANS, DIETITIANS, CARDIAC REHAB, ETC). THE LINKS OF HOPE SUPPORT GROUP IS A SUPPORT GROUP FOR BURN PATIENT AND FAMILIES. SURVIVORS OFFERING ASSISTANCE IN RECOVERY IS A SUPPORT GROUP FOR INDIVIDUALS WHO HAVE RECOVERED FROM BURNS, RECEIVED SPECIALIZED TRAINING, PROVIDED PEER COUNSELING SUPPORT TO NEWLY INJURED PATIENT AND FAMILIES. THE STROKE SUPPORT GROUP PROMOTES FELLOWSHIP, SUPPORT, AND EDUCATION TO STROKE PATIENTS, FAMILY AND FRIENDS. THE CANCER CENTER SUPPORT GROUPS INCLUDE BREAST CANCER, BRAIN TUMOR, HEAD AND NECK CANCER, AND LUNG CANCER. LUMC PARTICIPATED IN THE HEART WALK AND WAS PART OF THE PLANNING COMMITTEE. LUMC WAS PART OF THE PLANNING COMMITTEE AND PARTICIPATED IN WALK FOR CURE SEARCH OF CHILDREN'S CANCER. LUMC HELD THE BURR RIDGE 5K RUN/WALK ON 6/11/11. PROCEEDS BENEFITED RONALD MCDONALD CHILDREN'S HOSPITAL OF LOYOLA IN SUPPORT OF THE NEONATAL INTENSIVE CARE UNIT RENOVATION. LUMC PARTICIPATED IN CANCER SURVIVOR'S WEEK HELD 6/6/11 THROUGH 6/10/11 WHICH INCLUDED FREE SERVICES OFFERED TO CANCER SURVIVORS SUCH AS HAIRCUTS, MANICURES, FACIALS, ART THERAPY, AND FITNESS CENTER VOUCHER. CHANGE YOUR WEIGHT IS A PROGRAM THAT PROVIDES SUPPORT TO PEOPLE DIETING TRYING TO LOSS WEIGHT. CPR CLASSES FOR ENGLISH AND SPANISH SPEAKING INDIVIDUALS ARE HELD. - PATIENT EDUCATION - THE FOLLOWING ARE SOME EXAMPLES OF PATIENT EDUCATION PROVIDED BY LUMC. ILLINOIS COCHLEAR IMPLANT CLUB CHICAGO CHAPTER -PATIENT INFORMATION/EDUCATIONAL SEMINAR 1/21/12 COCHLEAR IMPLANT FORUM - FORUM FOR PATIENTS AND PROSPECTIVE COCHLEAR IMPLANT PATIENTS 10/2011 BURR RIDGE COMMUNITY EVENT PROVIDED BY INTERVENTIONAL CARDIOLOGIST NON-SURGICAL HEART VALVE REPLACEMENT LECTURE BURR RIDGE COMMUNITY HEALTH LECTURE SERIES TENNIS MEDICINE, HIP REPLACEMENT SURGERY & TREATING VASCULAR DISEASE HOUSE CALLS PROGRAM - MEMBERS OF THE LOYOLA CHILDREN'S COMMITTEE HOST EVENING LECTURES BY 2-3 LOYOLA PHYSICIANS, AT NO CHARGE, FOR INDIVIDUALS IN THE COMMUNITY. LUNG TRANSPLANT TEACHING - TRANSPLANT TEACHING FOR THOSE CANDIDATES THAT ARE LISTED FOR LUNG TRANSPLANT. TEACHING INCLUDES ANATOMY, SURGICAL ISSUES, MEDICATION, TREATMENT OF REJECTION, CMV ISSUES, HEALTH MAINTENANCE, DIABETES, PT/OT, AND PROCUREMENT PROCESS. MAYWOOD SENIOR CENTER - MEMORY LOSS: TRAINING AND STRATEGIES TO PROMOTE INDEPENDENCE PRESENTED BY SPEECH LANGUAGE PATHOLOGIST MAYWOOD SENIOR CENTER - PROGRAM ON EXERCISES AND BEGINNING WALKING PROGRAM PRESENTED BY A PHYSICAL THERAPIST MAYWOOD SENIOR CENTER - PROGRAM ON GENERAL NUTRITION FOR ELDERLY POPULATION PRESENTED BY TWO DIETICIANS MAYWOOD SENIOR CENTER - PROGRAM ON STROKE EDUCATION, SIGNS/SYMPTOMS, RISK FACTORS, AND PREVENTION PRESENTED BY REHAB M.D. MEN UPLIFTING MEN - PROVIDED INFORMATION AND OPPORTUNITIES FOR PROSTATE HEALTH AND SCREENING ON THE WEST SIDE OF CHICAGO. CANCER SERVICE LINE - "FATHER'S DAY" PROSTATE HEALTH - LUMC STAFF WENT TO COMMUNITY BARBER SHOPS IN THE MAYWOOD AREA TO EDUCATE MEN REGARDING PROSTATE HEALTH AND SCREENING. CANCER SERVICE LINE - "MOTHER'S DAY" BREAST HEALTH - LUMC STAFF WENT TO COMMUNITY BEAUTY SHOPS IN THE MAYWOOD AREA TO EDUCATE WOMEN REGARDING BREAST HEALTH AND SCREENING. PARENTING WITH CANCER - INFORMATIONAL LECTURES WITH QUESTION AND ANSWER SESSION FOR PARENTS DEALING WITH CANCER THEMSELVES AND HOW TO COPE WITH ISSUES OF PARENTING; IN PARTNERSHIP WITH WELLNESS HOUSE. STROKE EDUCATION INCLUDE STROKE/RELAXATION WITH CHAIR YOGA, LEISURE ACTIVITIES, STROKE REALITY: FACT/FICTION, PRAYER IN THE STROKE RECOVERY PROCESS, STRESS MANAGEMENT, HEALTHY HEALING: CONNECTING MIND AND BODY, AND THE SECRETS OF SUCCESSFUL SURVIVAL NATIONAL ORGAN AND TISSUE DONOR AWARENESS WEEK - INCREASE DONOR AWARENESS TO VISITORS AND STAFF IN THE MEDICAL CENTER. 4/18/11-4/21/11 NATIONAL KIDNEY FOUNDATION SPRING EDUCATION - PROVIDES INFORMATION FOR TRANSPLANT RECIPIENTS AND POTENTIAL ORGAN CANDIDATES. 4/9/11 - VOLUNTEER SERVICES - THE FOLLOWING ARE SOME EXAMPLES OF LUMC'S VOLUNTEER SERVICES: NURSES WEEK ACTIVITIES: SUPPORTED LOCAL SHELTERS AND FOOD SHELTERS FOR OAK PARK AND MAYWOOD. FOOD DRIVE FOR PROVISO FOOD PANTRY. 11/2/11-12/16/11 SARAH'S INN TOY COLLECTION - COLLECTED AND DONATED CHILDREN'S TOYS FOR RESIDENTS OF SARAH'S IN OAK PARK. ANNUAL AHA HEART WALK: TO PARTICIPATE AND COLLECT PLEDGES/DONATIONS FOR THE HEART WALK. HUSTLE UP THE HANCOCK - MEDICAL STAFF VOLUNTEERS RAISE MONIES FOR THE RESPIRATORY ASSOCIATION DONATIONS. LUMC DONATED APPROXIMATELY $352,000 TOWARD CHARITABLE ACTIVITIES. THIS AMOUNT INCLUDES DONATIONS TO OTHER TAX-EXEMPT ORGANIZATIONS TO FURTHER THE LUMC MISSION.
FORM 990, PART VI, SECTION A, LINE 2   PATRICK KELLY, THOMAS FITZGERALD AND PATRICIA CASSIDY HAVE IDENTIFIED A BUSINESS RELATIONSHIP WITH EACH OTHER. PATRICK KELLY AND ERIC REEVES HAVE IDENTIFIED A BUSINESS RELATIONSHIP WITH EACH OTHER.
FORM 990, PART VI, SECTION A, LINE 3   DURING A MANAGEMENT TRANSITION, AN EMPLOYEE OF NAVIGANT CONSULTING TEMPORARILY PERFORMED THE CFO FUNCTIONS. MANAGEMENT DUTIES INCLUDED, BUT WERE NOT LIMITED TO, CONSULTING ON THE HIRING, FIRING, AND SUPERVISING OF PERSONNEL; PLANNING OR EXECUTING BUDGETS OR FINANCIAL OPERATIONS; AND SUPERVISING EXEMPT OPERATIONS OR UNRELATED TRADES OR BUSINESS OF THE ORGANIZATION. THE NAVIGANT CONSULTANT DID NOT HAVE INDEPENDENT AUTHORITY OVER ANY DECISIONS DESCRIBED & ALL RECOMMENDATIONS REQUIRED APPROVAL BY SENIOR MANAGEMENT AND/OR THE CEO.
FORM 990, PART VI, SECTION A, LINES 6, 7A & 7B   LOYOLA UNIVERSITY HEALTH SYSTEM ("LUHS"), AN ILLINOIS NOT-FOR-PROFIT CORPORATION EXEMPT UNDER SECTION 501(C)(3) OF THE CODE, IS THE SOLE MEMBER OF LOYOLA UNIVERSITY MEDICAL CENTER ("LUMC"). THE MEMBERS OF THE LUMC BOARD OF DIRECTORS MUST BE THE SAME PERSONS AS THOSE SERVING ON THE LUHS BOARD OF DIRECTORS. AS SOLE MEMBER, LUHS HAS THE RIGHT TO APPROVE SIGNIFICANT DECISIONS OF THE LUMC GOVERNING BODY INCLUDING, BUT NOT LIMITED TO, CHANGES TO GOVERNING DOCUMENTS, PLAN OF DISSOLUTION OR LIQUIDATION AND EMPLOYEE BENEFIT CHANGES. NO DIRECTORS ARE COMPENSATED FOR THEIR DIRECTOR ROLE.
FORM 990, PART VI, SECTION B, LINE 11B   THE FORM 990 IS PREPARED BY AN EXTERNAL ACCOUNTING FIRM, BASED ON THE INFORMATION PROVIDED BY A MULTI-DISCIPLINARY COMMITTEE OF LUMC STAFF. A DETAILED SUMMARY OF THE DRAFT FORM 990 IS PRESENTED TO THE ORGANIZATION'S BOARD FINANCE & PLANNING COMMITTEE AND THE ORGANIZATION'S OFFICERS ARE PROVIDED A COPY OF THE ORGANIZATION'S DRAFT FORM 990 (INCLUDING ALL REQUIRED SCHEDULES). THE COMPLETE FORM 990 IS PROVIDED TO THE LUMC BOARD IN ELECTRONIC FORM, PRIOR TO FINALIZING AND FILING THE FORM.
FORM 990, PART VI, SECTION B, LINE 12C   EACH YEAR, DIRECTORS, OFFICERS, MEDICAL STAFF, VARIOUS CLASSES OF EMPLOYEES (E.G., MANAGERS, MEDICAL RESIDENTS, RESEARCHERS) ARE OBLIGATED TO COMPLETE A DISCLOSURE STATEMENT THAT INCLUDES A LIST OF QUESTIONS TO IDENTIFY CONFLICTS OF INTEREST. THIS REQUIREMENT IS A CONDITION OF PERFORMANCE EVALUATION FOR LUMC EMPLOYEES. IN THE CASE OF DIRECTORS AND OFFICERS, THE BOARD OF DIRECTORS REVIEW THE DISCLOSURES. OTHER DISCLOSURES ARE REPORTED AND REVIEWED BY THE FORM 990 STEERING COMMITTEE. A DIRECTOR WITH A CONFLICT OF INTEREST MAY BE COUNTED IN DETERMINING WHETHER A QUORUM IS PRESENT BUT MAY NOT BE COUNTED WHEN THE BOARD OR A BOARD COMMITTEE TAKES ACTION ON A TRANSACTION RELATED TO THE CONFLICT.
FORM 990, PART VI, SECTION B, LINES 15A & 15B   THERE WERE NO NEW SENIOR EXECUTIVES HIRED DURING THE CALENDAR YEAR 2010. IN THAT YEAR, THE COMPENSATION COMMITTEE REVIEWED AN INDEPENDENT CONSULTANT'S FINDINGS OF LUMC'S CURRENT EXECUTIVE COMPENSATION PROGRAM. THE INDEPENDENT CONSULTANT'S REVIEW INCLUDED EXECUTIVE COMPENSATION DATA FROM COMPARABLY SIZED SYSTEMS AND ASPIRATE INSTITUTIONS. NON-FIXED INCENTIVE COMPENSATION PAYMENTS WERE REVIEWED BY THE EXECUTIVE COMMITTEE PRIOR TO DISTRIBUTION. MINUTES SUPPORT THE DISCUSSION OF THESE COMPENSATION PACKAGES AND BONUS PAYMENTS.
FORM 990, PART VI, SECTION C, LINE 19   LUMC'S GOVERNING DOCUMENTS ARE NOT AVAILABLE TO THE PUBLIC. LUMC'S CONFLICT OF INTEREST AND DISCLOSURE OF CERTAIN INTERESTS POLICIES ARE AVAILABLE TO THE PUBLIC AND LOCATED AT: HTTP://WWW.LOYOLAMEDICINE.ORG/LEARN/ABOUTUS/. LUMC'S FINANCIAL STATEMENTS ARE AVAILABLE ON THE ILLINOIS ATTORNEY GENERALS WEB SITE AT: HTTP://WWW.ILLINOISATTORNEYGENERAL.GOV/CHARITIES/SEARCH/INDEX.JSP. FINANCIAL PERFORMANCE SUMMARIES ARE CONTAINED IN THE LUHS ANNUAL REPORT AND MADE AVAILABLE TO THE PUBLIC ON THE LUHS WEBSITE AT: HTTP://WWW.LOYOLAMEDICINE.ORG/NEWS/PUBLICATIONS/LUHS_ANNUAL_REPORT/INDEX.C F
FORM 990, PART XI, LINE 5 OTHER CHANGES IN NET ASSETS OR FUND BALANCES PRIOR PERIOD LUCIC ADJUSTMENT (4,112,000); UNRECOGNIZED ACTUARIAL GAIN ON PENSION PLANS AND POST RETIREMENT MEDICAL BENEFITS FY11 41,256,505; UNREALIZED GAINS ON INVESTMENTS 14,669,977; TOTAL PART XI, LINE 5 51,814,482.
HOURS DEVOTED FOR RELATED ORGANIZATION FORM 990 PART VII NAME:PATRICK J KELLY TITLE:CHAIRMAN, BOARD OF DIRECTORS HOURS:2
HOURS DEVOTED FOR RELATED ORGANIZATION FORM 990 PART VII NAME:JORDAN M HADELMAN TITLE:VICE CHAIR, BOARD OF DIRECTORS HOURS:2
HOURS DEVOTED FOR RELATED ORGANIZATION FORM 990 PART VII NAME:WILLIAM T DIVANE, JR TITLE:DIRECTOR HOURS:2
HOURS DEVOTED FOR RELATED ORGANIZATION FORM 990 PART VII NAME:JAMES C DOWDLE TITLE:DIRECTOR HOURS:2
HOURS DEVOTED FOR RELATED ORGANIZATION FORM 990 PART VII NAME:THOMAS P FITZGERALD TITLE:DIRECTOR HOURS:2
HOURS DEVOTED FOR RELATED ORGANIZATION FORM 990 PART VII NAME:DANIEL L FLAHERTY, SJ TITLE:DIRECTOR HOURS:2
HOURS DEVOTED FOR RELATED ORGANIZATION FORM 990 PART VII NAME:MICHAEL J GARANZINI, SJ TITLE:DIRECTOR HOURS:2
HOURS DEVOTED FOR RELATED ORGANIZATION FORM 990 PART VII NAME:JACKIE TAYLOR HOLSTEN TITLE:DIRECTOR HOURS:2
HOURS DEVOTED FOR RELATED ORGANIZATION FORM 990 PART VII NAME:JOHN L KEELEY, JR TITLE:DIRECTOR HOURS:2
HOURS DEVOTED FOR RELATED ORGANIZATION FORM 990 PART VII NAME:NANCY W KNOWLES TITLE:DIRECTOR HOURS:2
HOURS DEVOTED FOR RELATED ORGANIZATION FORM 990 PART VII NAME:JOHN C LAHEY TITLE:DIRECTOR HOURS:2
HOURS DEVOTED FOR RELATED ORGANIZATION FORM 990 PART VII NAME:HENRY S LANG TITLE:DIRECTOR HOURS:2
HOURS DEVOTED FOR RELATED ORGANIZATION FORM 990 PART VII NAME:MICHAEL R LEYDEN TITLE:DIRECTOR HOURS:2
HOURS DEVOTED FOR RELATED ORGANIZATION FORM 990 PART VII NAME:CARLOS MONTOYA TITLE:DIRECTOR (FROM DEC 10) HOURS:2
HOURS DEVOTED FOR RELATED ORGANIZATION FORM 990 PART VII NAME:THOMAS C ORIGITANO, MD TITLE:DIRECTOR HOURS:5
HOURS DEVOTED FOR RELATED ORGANIZATION FORM 990 PART VII NAME:MICHAEL R QUINLAN TITLE:DIRECTOR HOURS:2
HOURS DEVOTED FOR RELATED ORGANIZATION FORM 990 PART VII NAME:ERIC A REEVES TITLE:DIRECTOR HOURS:2
HOURS DEVOTED FOR RELATED ORGANIZATION FORM 990 PART VII NAME:WILLIAM F REICHERT TITLE:DIRECTOR HOURS:2
HOURS DEVOTED FOR RELATED ORGANIZATION FORM 990 PART VII NAME:MARC H SCHWARTZ TITLE:DIRECTOR (FROM SEPT 10) HOURS:2
HOURS DEVOTED FOR RELATED ORGANIZATION FORM 990 PART VII NAME:ROBERT SULO, MD TITLE:DIRECTOR HOURS:2
HOURS DEVOTED FOR RELATED ORGANIZATION FORM 990 PART VII NAME:JACK A WEINBERG TITLE:DIRECTOR HOURS:2
HOURS DEVOTED FOR RELATED ORGANIZATION FORM 990 PART VII NAME:DAVID J WILBER, MD TITLE:DIRECTOR (FROM SEPT 10) HOURS:5
HOURS DEVOTED FOR RELATED ORGANIZATION FORM 990 PART VII NAME:PAUL K WHELTON, MD, MSC TITLE:PRESIDENT, CEO HOURS:2
HOURS DEVOTED FOR RELATED ORGANIZATION FORM 990 PART VII NAME:SHARON O'KEEFE TITLE:PRESIDENT, LUH HOURS:2
HOURS DEVOTED FOR RELATED ORGANIZATION FORM 990 PART VII NAME:JOHN P MORDACH TITLE:SR VP, CFO & TREASURER HOURS:2
HOURS DEVOTED FOR RELATED ORGANIZATION FORM 990 PART VII NAME:CHARLES E REITER, III TITLE:SR VP, GEN COUNSEL & SECRETARY HOURS:2
HOURS DEVOTED FOR RELATED ORGANIZATION FORM 990 PART VII NAME:PATRICIA CASSIDY TITLE:SR VP STRATEGY LUHS, PRES GMH HOURS:8
HOURS DEVOTED FOR RELATED ORGANIZATION FORM 990 PART VII NAME:DANIEL J POST TITLE:SR VP AMBULATORY & SYSTM SVCS HOURS:2
HOURS DEVOTED FOR RELATED ORGANIZATION FORM 990 PART VII NAME:KAREN ALEXANDER TITLE:SR VP DVLPMNT & EXTRNL AFFAIRS HOURS:2
HOURS DEVOTED FOR RELATED ORGANIZATION FORM 990 PART VII NAME:JILL RAPPIS TITLE:AVP, DEP GEN CNSL & ASST SECR HOURS:10
HOURS DEVOTED FOR RELATED ORGANIZATION FORM 990 PART VII NAME:MAMDOUH BAKHOS, MD TITLE:PROF/CHAIR, THOR/CARDIO SURG HOURS:5
HOURS DEVOTED FOR RELATED ORGANIZATION FORM 990 PART VII NAME:RICHARD L GAMELLI, MD TITLE:DEAN OF STRITCH & SR VP, LUHS HOURS:30
HOURS DEVOTED FOR RELATED ORGANIZATION FORM 990 PART VII NAME:BRUCE E LEWIS, MD TITLE:PROF OF MED, CARDIO INTERV HOURS:2
HOURS DEVOTED FOR RELATED ORGANIZATION FORM 990 PART VII NAME:TERRY R LIGHT, MD TITLE:PROF & CHRMN ORTHO SRG & REHAB HOURS:5
HOURS DEVOTED FOR RELATED ORGANIZATION FORM 990 PART VII NAME:GUIDO MARRA, MD TITLE:ASSOC PROF, ORTHOPAEDIC SURG HOURS:2
For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990-EZ.
Cat. No. 51056K
Schedule O (Form 990 or 990-EZ) 2010

Additional Data


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SCHEDULE R
(Form 990)
Department of the Treasury
Internal Revenue Service
Related Organizations and Unrelated Partnerships
MediumBulletComplete if the organization answered "Yes" to Form 990, Part IV, line 33, 34, 35, 36, or 37.
MediumBulletAttach to Form 990. MediumBullet See separate instructions.

OMB No. 1545-0047
2010
Open to Public Inspection
Name of the organization
LOYOLA UNIVERSITY MEDICAL CENTER
 
Employer identification number

36-4015560
Part I
Identification of Disregarded Entities (Complete if the organization answered "Yes" on Form 990, Part IV, line 33.)
(a)
Name, address, and EIN of disregarded entity


(b)
Primary activity


 		(c)
Legal domicile (state
or foreign country)

 		(d)
Total income
(e)
End-of-year assets


 		(f)
Direct controlling
entity







(1) LOYOLA AMBULATORY CENTER LLC
2160 SOUTH FIRST AVENUE
MAYWOOD,IL60153
36-4321058 		INVESTOR IL 2,556,454 1,783,869 NA
 










Part II
Identification of Related Tax-Exempt Organizations (Complete if the organization answered "Yes" on Form 990, Part IV, line 34 because it had one or more related tax-exempt organizations during the tax year.)
(a)
Name, address, and EIN of related organization


(b)
Primary activity


 		(c)
Legal domicile (state
or foreign country)

 		(d)
Exempt Code section
(e)
Public charity status
(if section 501(c)(3))

 		(f)
Direct controlling
entity

 		(g)
Section 512(b)(13) controlled organization
Yes No
(1) LOYOLA UNIVERSITY OF CHICAGO

820 N MICHIGAN AVE

CHICAGO,IL60611
36-1408475 		EDUCATION IL 501(C)(3) 2 NA
 
 
 
(2) LOYOLA UNIVERSITY HEALTH SYSTEM

2160 S FIRST AVE

MAYWOOD,IL60153
36-3342448 		HEALTHCARE IL 501(C)(3) 11A TYPE II NA
 
 
 
(3) GOTTLIEB MEMORIAL HOSPITAL

701 W NORTH AVE

MELROSE PARK,IL60160
36-2379649 		HEALTHCARE IL 501(C)(3) 3 LUHS
 
 
 
(4) GOTTLIEB COMMUNITY HEALTH SERVICES

701 W NORTH AVENUE

MELROSE PARK,IL60160
36-3332852 		HEALTH SVCS IL 501(C)(3) 3 GOTTLIEB HSP
 
 
 






For Privacy Act and Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 50135Y
Schedule R (Form 990) 2010
Schedule R (Form 990) 2010
Page 2
Part III
Identification of Related Organizations Taxable as a Partnership (Complete if the organization answered "Yes" on Form 990, Part IV, line 34 because it had one or more related organizations treated as a partnership during the tax year.)
(a)
Name, address, and EIN of
related organization



 		(b)
Primary activity




 		(c)
Legal
domicile
(state or foreign
country)


 		(d)
Direct controlling
entity



 		(e)
Predominant income(related, unrelated, excluded from tax under sections 512-514)

(f)
Share of total income




 		(g)
Share of end-of-year
assets



 		(h)
Disproprtionate allocations?




 		(i)
Code V—UBI
amount in box 20 of
Schedule K-1
(Form 1065)
 		(j)
General or
managing
partner?



 		(k)
Percentage
ownership
Yes No Yes No
(1) LOYOLA AMB SRGY CTR

SUMMIT AVE
OAKBRK TR,IL60181
36-4119522 		SURGICAL SERV IL NA
  		RELATED 2,556,454 1,783,869   No 0 Yes   49.000 %
(2) RML SPECIALTY HSPTL

S CNTRY RD
HINSDALE,IL60521
36-4113692 		HEALTHCARE IL NA
  		RELATED 24,195,152 20,472,372   No 0 Yes   49.500 %










Part IV
Identification of Related Organizations Taxable as a Corporation or Trust (Complete if the organization answered "Yes" on Form 990, Part IV, line 34 because it had one or more related organizations treated as a corporation or trust during the tax year.)
(a)
Name, address, and EIN of related organization



 		(b)
Primary activity



 		(c)
Legal domicile
(state or
foreign
country)
 		(d)
Direct controlling
entity


 		(e)
Type of entity
(C corp, S corp,
or trust)

 		(f)
Share of total income



 		(g)
Share of
end-of-year
assets

 		(h)
Percentage
ownership
(1) LUC INSURANCE COMPANY LTD
23 LIME TREE BAY AVE
GRAND CAYMAN,CAYMAN ISKY1-1205
CJ
INSURANCE COV CJ NA
  		C CORP      
(2) GOTTLIEB MANAGEMENT SERVICES INC
701 W NORTH AVENUE
MELROSE PARK,IL60160
36-3330529 		MANAGEMENT SVCS IL NA
  		C CORP      










Schedule R (Form 990) 2010
Schedule R (Form 990) 2010
Page 3
Part V
Transactions With Related Organizations (Complete if the organization answered "Yes" on Form 990, Part IV, line 34, 35, 35A, or 36.)
Note. Complete line 1 if any entity is listed in Parts II, III or IV.
Yes
No
1 During the tax year, did the orgranization engage in any of the following transactions with one or more related organizations listed in Parts II-IV?
a Receipt of (i) interest (ii) annuities (iii) royalties (iv) rent from a controlled entity . . . . . . . . . . . . . . . . . . . . . . .
1a
 
No
b Gift, grant, or capital contribution to other organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1b
Yes
 
c Gift, grant, or capital contribution from other organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1c
Yes
 
d Loans or loan guarantees to or for other organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1d
 
No
e Loans or loan guarantees by other organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1e
 
No
f Sale of assets to other organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1f
 
No
g Purchase of assets from other organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1g
 
No
h Exchange of assets . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1h
 
No
i Lease of facilities, equipment, or other assets to other organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1i
 
No
j Lease of facilities, equipment, or other assets from other organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . .
1j
Yes
 
k Performance of services or membership or fundraising solicitations for other organization(s) . . . . . . . . . . . . . . . . . . . . . .
1k
 
No
l Performance of services or membership or fundraising solicitations by other organization(s) . . . . . . . . . . . . . . . . . . . . . .
1l
 
No
m Sharing of facilities, equipment, mailing lists, or other assets . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1m
Yes
 
n Sharing of paid employees . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1n
Yes
 
o Reimbursement paid to other organization for expenses . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1o
Yes
 
p Reimbursement paid by other organization for expenses . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1p
Yes
 
q Other transfer of cash or property to other organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1q
Yes
 
r Other transfer of cash or property from other organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1r
 
No
2
If the answer to any of the above is "Yes," see the instructions for information on who must complete this line, including covered relationships and transaction thresholds.
(a)
Name of other organization 		(b)
Transaction
type(a-r) 		(c)
Amount involved 		(d)
Method of determining amount involved
(1)
(2)
(3)
(4)
(5)
(6)
Schedule R (Form 990) 2010
Schedule R (Form 990) 2010
Page 4
Part VI
Unrelated Organizations Taxable as a Partnership (Complete if the organization answered "Yes" on Form 990, Part IV, line 37.)
Provide the following information for each entity taxed as a partnership through which the organization conducted more than five percent of its activities (measured by total assets or gross revenue) that was not a related organization. See instructions regarding exclusion for certain investment partnerships.
(a)
Name, address, and EIN of entity 		(b)
Primary activity 		(c)
Legal domicile
(state or foreign
country) 		(d)
Are all
partners
section
501(c)(3)
organizations? 		(e)
Share of
end-of-year
assets 		(f)
Disproprtionate allocations? 		(g)
Code V—UBI
amount in box
20 of Schedule K-1
(Form 1065) 		(h)
General or
managing
partner?
Yes No Yes No Yes No






























Schedule R (Form 990) 2010
Schedule R (Form 990) 2010
Page 5
Part VII
Supplemental Information
Complete this part to provide additional information for responses to questions on Schedule R (see instructions).
Identifier Return Reference Explanation
Additional Data


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